2026-06-29T13:17:01-04:00 2025-03-31 561526593 MOOSE MARTIN HAYNES & LUNDY PA PO BOX 1308 STATESVILLE NC 286871308 990PF 2024-04-01 561847923 JE AND MILDRED WAGGONER FAMILY FOUNDATION INC JEAN 7048647633 2341 ROBINWOOD ROAD GASTONIA NC 28054 RUTH J WAGGONER PRESIDENT/TREASURER 2026-02-15 true SCOTT C HAYNES P01290121 7048727441 2026-06-26 2024 2025-03-06 01:10:19Z X 1017948 X X 28419 28419 22045 256344 50464 28419 1725 10499 10499 285 12509 10499 0 58400 58400 70909 10499 58400 -20445 17920 474 -78 -78 35229 21297 21296 870 585 585 442207 450435 533025 492947 479043 463120 971727 951282 1017948 0 X 971727 951282 971727 951282 971727 951282 971727 -20445 951282 951282 249 249 249 585 585 336 336 false false false false false false false true true true false false false false true N/A RUTH J WAGGONER 7048647633 2341 ROBINWOOD ROAD GASTONIA NC 28054 false false false false false false false false false false false false false false false false false false false false JOYCE W FORMAN 205 DUNLAP LOOP STATESVILLE NC 28625 VICE-PRESIDE 000.00 0 0 0 DOROTHY W HAGER 3417 COUNTRY CLUB DRIVE GASTONIA NC 28056 SECRETARY 000.00 0 0 0 JACQUELINE W DARKEN 116 MUIR LANE CHAPEL HILL NC 27514 VICE-PRESIDE 000.00 0 0 0 RUTH J WAGGONER 2341 ROBINWOOD ROAD GASTONIA NC 28054 PRESIDENT/TR 000.00 0 0 0 NONE NONE N/A 1067817 0 0 1067817 1067817 16017 1051800 52590 52590 249 249 52341 52341 52341 58400 58400 52341 379 2650 520 2112 5661 58400 52341 6059 11720 0 11720 379 2650 520 2112 6059 X VICTORY FARM INC 4922 CR WOOD RD GASTONIA NC 28056 NONE PC RECIPIENT'S GENERAL USE 14600 JUVENILE DIABETES RESEARC 205 REGENCY EXECUTIVE PAR CHARLOTTE NC 28217 NONE PC RECIPIENT'S GENERAL USE 14600 BOYS AND GIRLS CLUB OF THE PIEDMONT 1001 COCHRAN STREET STATESVILLE NC 28677 NONE PC RECIPIENT'S GENERAL USE 14600 BRADLEY CHURCH CHARITABLE DIST 1425 W FRANKLIN BLVD GASTONIA NC 28052 NONE PC RECIPIENT'S GENERAL USE 10000 CRISIS PREGNANCY CENTER GASTON 700 ROBINSON RD GASTONIA NC 28056 NONE PC RECIPIENT'S GENERAL USE 4600 58400 14 28419 22045 28419 22045 50464 false false false false false false false false false false ACCOUNTING FEES 1725 GLDMN SCHS GQP PRT INTL-R6 2023-03 PURCHASE 2024-10 41511 34448 7063 LOOMIS SAYLES GROWTH-N2 2023-03 PURCHASE 2024-10 19186 11053 8133 SPDR BLOOMBERG 1-3 MONTH T-BILL 2023-03 PURCHASE 2024-10 41917 41891 26 ISHARES CORE S&P 500 ETF 2023-03 PURCHASE 2024-10 8688 7476 1212 ISHARES CORE US AGGREGATE BOND ETF 2023-03 PURCHASE 2025-01 59886 62023 -2137 ISHARES 5-10Y INV GRADE CORP ETF 2023-03 PURCHASE 2025-01 40210 41788 -1578 GQG PART EMERG MKTS EQ-INST 2023-03 PURCHASE 2025-02 17454 15018 2436 ARTISAN INTL VALUE FUND-INS 2023-03 PURCHASE 2025-03 800 733 67 DFA US SMALL CAP PORTFOLIO 2023-03 PURCHASE 2025-03 500 490 10 DODGE & COX INCOME FUND 2023-03 PURCHASE 2025-03 4100 4780 -680 EATON VANCE-ATLANTA SMID-R6 2023-03 PURCHASE 2025-03 900 822 78 HARTFORD DVDND&GRWTH-F 2023-03 PURCHASE 2025-03 1000 985 15 ISHARES CORE S&P 500 ETF 2023-03 PURCHASE 2025-03 3974 3489 485 ISHARES CORE US AGGREGATE BOND ETF 2023-03 PURCHASE 2025-03 2373 2380 -7 ISHARES S&P 500 VALUE ETF 2023-03 PURCHASE 2025-03 386 347 39 ISHARES 20+ YEAR TREAURY BOND ETF 2023-03 PURCHASE 2025-03 1279 1943 -664 ISHARES BARCLAYS 1-3 YEAR TR ETF 2023-03 PURCHASE 2025-03 1155 1146 9 JOHCM INTERNATIONAL SEL-INST 2023-03 PURCHASE 2025-03 300 367 -67 T ROWE PRICE INTEGRATED US 2023-03 PURCHASE 2025-03 200 238 -38 VANGUARD FTSE DEVELOPED MARKETS ETF 2023-03 PURCHASE 2025-03 774 775 -1 VANGUARD FTSE EMERGING MARKETS ETF 2023-03 PURCHASE 2025-03 361 366 -5 VANGUARD RUSSELL 1000 GROWTH ETF 2023-03 PURCHASE 2025-03 1697 1741 -44 CAPITAL GAIN DISTRIBUTIONS 2023-03 PURCHASE 2025-03 7693 7693 DODGE & COX INCOME FD 231336 213416 ISHARES 1-3 YEAR TR ETF 58954 59566 ISHARES 20+ YEAR TREASURY BOND ETF 65630 67180 ISHARES CORE US AGGREGATE BOND ETF 123123 122958 SPDR BLOOMBERG DFA US SMALL CAP PORTFOLIO CL INSTL 25195 25815 EATON VANCE ATLANTA CAP SMID-CAP 39470 44114 GOLDMAN SACHS GQG PTRS INTERNATL OPP HARTFOLD DIVIDEND & GROWTH RD 39527 48207 INVESCO S&P 500 EQUIAL WEIGHT ETF 14578 16009 ISHARES CORE S&P MID-CAP ETF 148102 196665 JOHCM INTNATL SELECT FD 17878 15010 LOOMIS SAYLES GROWTH RD CL N T ROWE PRICE QM US SMALL-CAP GRWTH 8425 7076 VANECK EMERGING MARKETS RD CL I 17081 16882 GQG PARTNERS EMERGING MARKETS EQUITY ISHARES CORE S&P 500 ETF ARTISAN INTERNATIONAL VALUE FD CL IN 33890 37987 ISHARES S&P 500 VALUE ETF VANGUARD RUSSELL 1000 GROWTH ETF 65831 85460 VANGUARD FTSE DEVELOPED MARKETS ETF 40458 39800 EXPENSES MISCELLANEOUS INVESTMENT FEES 10499 10499 2020 FORM 990-PF TAX - NET OF RE 285