2026-06-24T15:34:52-04:00 2025-12-31 561315531 PATE HORTON & ESS PA PO BOX 787 NASHVILLE NC 27856 990PF 2025-01-01 566044106 GRAVELY FOUNDATION INC GRAV 2524460111 PO BOX 8243 ROCKY MOUNT NC 27804 J WINSTON LEA TRUSTEE 2026-06-11 true ROBERT B GOTTSCHALK III P01595285 2524593186 2026-06-16 2025 2025-03-06 01:10:19Z X 1123552 X X 24098 24098 73022 482624 73022 97120 97120 5440 2720 2720 8045 8045 1730 283 15498 10765 2720 50000 50000 65498 10765 52720 31622 86355 5456 2619 2619 117 832 832 615 426813 438036 451337 423870 447006 668764 856871 888493 1123552 0 X 93508 93508 294589 294589 468774 500396 856871 888493 856871 888493 856871 31622 888493 888493 SECURITIES P 2025-01-01 2025-12-31 480091 409602 70489 70489 73022 70489 1200 1200 1200 1115 1115 X 1 86 false false false false false false false true true true false false false false true N/A IDEAL BOOKS AND PAYROLL 2528834545 2226 NOBLES MILL POND RD ROCKY MOUNT NC 27801 false false false false false false false false false false false false false false false false false false false false J WINSTON LEA 512 EVERGREEN ROAD ROCKY MOUNT NC 27803 TRUSTEE 000.00 0 0 0 JOW GRAVELY IV 6612 THREE CHOPT ROAD RICHMOND VA 23226 TRUSTEE 000.00 0 0 0 JOHN W LEA JR 1175 JEFFREYS ROAD ROCKY MOUNT NC 27802 TRUSTEE 000.00 0 0 0 NONE NONE N/A 1071464 10777 0 1082241 1082241 16234 1066007 53300 53300 1200 1200 52100 52100 52100 52720 52720 52100 47502 52720 47502 5218 46882 X EDGECOMBE COMMUNITY COLLE 225 TARBORO ST ROCKY MOUNT NC 27801 N/A PC EDUCATIONAL 7500 NASH COMMUNITY COLLEGE 522 N OLD CARRIAGE RD ROCKY MOUNT NC 27804 N/A PC EDUCATIONAL 7500 NC WESLEYAN COLLEGE 3400 N WESLEYAN BLVD ROCKY MOUNT NC 27804 N/A PC EDUCATIONAL 35000 50000 14 24098 18 73022 97120 97120 false false false false false false false false false false ACCOUNTING FEES 5440 2720 2720 ABBOT LABS 1160 3759 AIR PRODS & CHEMS INC 9106 8646 ALBEMARLE CORP ALPHABET INC 5212 26673 AMAZON.COM 8004 19620 AMERICAN TOWER CORP REIT 9643 8779 AMGEN INC 2213 2618 APPLE INC 13 1359 BALL CORP 6445 6886 BERKSHIRE HATHAWAY 3118 7540 BOOKING HOLDINS INC BORG WARNER BRISTOL MYERS SQUIBB 3905 4315 CAPITAL ONE 1183 2424 CISCO SYSTEMS 2744 4237 CLOROX CO 5262 5042 COLUMBIA OVERSEAS VALUE 19723 28774 COMCAST CORP 9686 7473 CORNING INC DANAHER CORP 5019 5952 DIMENSIONAL INTERN CORE 26179 29040 DISNEY WALT CO 3545 3982 DR HORTON CO DUKE ENERGY 2146 2813 DUPONT DE NEMOURS 2786 4020 EDWARD LIFESCIENCES CORP 2986 3410 ELECTRONIC ARTS 1223 2043 ELEVANCE HEALTH INC 4282 4557 EMERSON ELECTRIC CO 2324 3318 GENERAL MOTORS CO INTERCONTINENTAL EXC 5537 8098 INTL FLAVORS 7115 6739 ISHARES CORE MSCI 28386 29039 ISHARES CORE S&P MID CAP 37242 62370 ISHARES CORE S&P SMALL 4926 7571 JACOBS SOLUTIONS JP MORGAN CHASE 2448 8056 LABCORP HOLDINGS INC 2127 3763 LOWES COMPANIES 484 4823 MARRIOTT INTL INC NEW 1504 2172 MASCO CORP 2675 3173 MATCH GROUP INC 1220 1292 MERCK & CO MERCK & CO 3907 5263 MFS INTL INTRINSIC VALUE 25448 28779 MICROSOFT CORP 1013 16927 MONDELEZ INTL CLASS 9013 8075 NEXTERA ENERGY INC 3717 4415 NORTHRUP GRUMMAN CO 4277 5702 PAL ALTO NETWORKS INC 5674 5526 PEPSICO INC 5201 6458 PFIZER INC PUBLIC STORAGE 7343 7007 QNITY ELECTRONICS INC 3993 4083 ROCKWELL AUTOMATION 1082 1945 ROPER TECHNOLOGIES INC 4835 4006 SALESFORCE COM 9305 12716 SCHWAB S&P 500 INDEX 66007 150254 SERVICENOW INC 10399 9191 SPDR PORTFOLIO S&P 400 SPDR PORTFOLIO S&P 600 ST STRET SPDR PRTFL S&P 2718 3127 ST STRET SPDR PRTFL S&P 24286 29428 SYNOPSYS INC 4383 5167 THE COCA-COLA CO 4554 4894 THERMO FISHER SCNTFC 1685 3476 UNITED HEALTH GRP 4590 4951 US BANCORP VERIZON COMMUNICATIONS 9314 7738 VISA INC 2691 5260 WALMART INC WSDMTRE EMRG MKT 438036 451337 EXPENSES BANK CHARGES 15 OFFICE EXPENSE 268 BROKER FEES 8045 8045 TAXES 1730