2026-07-09T14:28:24-04:00 2026-03-31 561526593 MOOSE MARTIN HAYNES & LUNDY PA PO BOX 1308 STATESVILLE NC 286871308 990PF 2025-04-01 561891858 CASHION FAMILY FOUNDATION INC CASH 7048383332 C/O JULIA JOHNSON 170 FOXGLOVE DR STATESVILLE NC 28625 JULIA C JOHNSON TREASURER 7048383332 2026-07-01 true ROSE M LUNDY P00184165 7048727441 2026-07-09 2025 2025-03-06 01:10:19Z X 1085112 X X 355 355 26887 26887 10842 44897 10842 38084 38084 2798 5565 5565 618 60 9041 5565 0 43500 43500 52541 5565 43500 -14457 32519 1 47275 84823 75025 360 640 640 533971 481687 730706 278302 278302 278741 859909 845452 1085112 0 X 859909 845452 859909 845452 859909 845452 859909 -14457 845452 845452 DFA INTL VALUE PRTF INSTL P 2022-06-24 2025-06-12 9994 7009 2985 2985 DFA INTL VALUE PRTF INSTL P 2022-06-24 2025-09-26 15994 10370 5624 5624 ISHARES CORE S&P SMALL-CAP E P 2023-03-03 2025-06-12 15108 14452 656 656 ISHARES CORE S&P SMALL-CAP E P 2023-03-03 2025-09-26 946 826 120 120 VANGUARD INDEX FDS VG GROWTH ETF P 2022-06-24 2025-09-26 2855 1398 1457 1457 10842 452 452 452 640 640 188 188 false false false false false false false true true NC true false false false false true N/A JULIA C JOHNSON 7048383332 170 FOXGLOVE DRIVE STATESVILLE NC 28625 false false false false false false false false false false false false false false false false false false false false JULIA C JOHNSON 170 FOXGLOVE DRIVE STATESVILLE NC 28625 TREASURER 2.00 0 0 0 ROBERT B CASHION 2967 FINDLEY ROAD STATESVILLE NC 28625 PRESIDENT 2.00 0 0 0 JAMES T CASHION JR 391 BISHOPS RIDGE PKWY BLOWING ROCK NC 28605 SECRETARY 2.00 0 0 0 NONE NONE N/A 1009774 59617 640 1070031 1070031 16050 1053981 52699 52699 452 452 52247 52247 52247 43500 43500 52247 7544 80526 88070 43500 43500 8747 8747 79323 0 79323 79323 X LONELY CHILDREN'S FUND PO BOX 1146 STATESVILLE NC 28687 NONE PC RECIPIENTS GENERAL PURPOSE 3000 BONCLARKEN CONFERENCE CENTER 500 PINE DRIVE FLAT ROCK NC 28731 NONE PC RECIPIENTS GENERAL PURPOSE 5000 BOYS & GIRLS CLUB OF THE PIEDMONT 1001 COCHRAN STREET STATESVILLE NC 28677 NONE PC RECIPIENTS GENERAL PURPOSE 2500 NC STATE UNIVERSITY FEED DEPT 20 WATAUGA CLUB DRIVE RALEIGH NC 27695 NONE GOV SCHOLARSHIP GRANT 5000 HUMANE SOCIETY OF IREDELL COUNTY 110 ROBINSON ROAD MOORESVILLE NC 28117 NONE PC RECIPIENTS GENERAL PURPOSE 1000 AFSP CENTRAL PIEDMONT 8311 BRIER CREEK PKWY RALEIGH NC 27695 NONE PC RECIPIENTS GENERAL PURPOSE 1000 IREDELL COUNTY RESCUE SQUAD 1902 WILKESBORO HWY STATESVILLE NC 28625 NONE GOV RECIPIENTS GENERAL PURPOSE 1000 SIMPLY CARING 117 N CENTER STREET STATESVILLE NC 28677 NONE PC RECIPIENTS GENERAL PURPOSE 500 POWER CROSS 303 MITCHELL AVE STATESVILLE NC 28677 NONE PC RECIPIENTS GENERAL PURPOSE 2000 CROSSROADS CARE CLINIC 125 NORTH TRADD STREET STATESVILLE NC 28677 NONE PC RECIPIENTS GENERAL PURPOSE 2000 MATTHEW 25 MINISTRIES 3223 HARMONY HWY HARMONY NC 28634 NONE PC RECIPIENTS GENERAL PURPOSE 1000 SPECIAL OLYMPICS OF IREDELL COUNTY 301 SOUTH CENTER STREET STATESVILLE NC 28677 NONE PC RECIPIENTS GENERAL PURPOSE 1000 STATESVILLE HS RENAISSANCE FDN 474 N CENTER STREET STATESVILLE NC 28677 NONE PC RECIPIENTS GENERAL PURPOSE 5000 IREDELL COUNTY SCHOOL BIBLE ASSOC PO BOX 583 STATESVILLE NC 28687 NONE PC RECIPIENTS GENERAL PURPOSE 2000 CHILDRENS HOME OF IREDELL COUNTY PO BOX 451 STATESVILLE NC 28687 NONE PC RECIPIENTS GENERAL PURPOSE 1000 PURPLE HEART HOMES 755 WASHINGTON AVE STATESVILLE NC 28677 NONE PC RECIPIENTS GENERAL PURPOSE 1500 IREDELL HEALTH FOUNDATION PO BOX 5635 STATESVILLE NC 28687 NONE PC RECIPIENTS GENERAL PURPOSE 1000 IRED CTY PTNERSHIP FOR YOUNG CHILDR 734 SALISBURY ROAD STATESVILLE NC 28677 NONE PC RECIPIENTS GENERAL PURPOSE 1000 ERSKINE COLLEGE 2 WASHINGTON STREET DUE WEST SC 29639 NONE NC RECIPIENTS GENERAL PURPOSE 2000 MITCHELL COMMUNITY COLLEGE 500 WEST BROAD STREET STATESVILLE NC 28677 NONE NC RECIPIENTS GENERAL PURPOSE 4000 SAMARITAN'S PURSE 801 BAMBOO ROAD BOONE NC 28607 NONE PC RECIPIENTS GENERAL PURPOSE 1000 43500 14 355 14 26887 18 10842 38084 38084 false false false false false false false false false false MOOSE MARTIN HAYNES & LUNDY, CPA 2798 PIMCO INTL BOND US HEDGED INST 37720 33529 MILLER CONV BOND CL 1 18400 18742 VANGUARD EMER MKTS BOND ADM 9401 10397 DFA INVESTMENT GRADE PORT INSTL 69012 69689 NUVEEN HIGH YIELD FUND R6 15977 16791 VANGUARD GNMA ADMIRAL 34512 35057 VANGUARD SHORT TERM INVMT GRADE ADM 70313 70437 ISHARES 0-5 YEAR TIPS BOND ETF 22967 24099 DFA REAL ESTATE SEC PRTF INST FD 23852 27114 VANGUARD SPECIALIZED FD DIV APP ETF 57330 105164 AVANTIS US EQUITY ETF 8039 11118 ISHARES TRUST CORE MSCI EAFE ETF 44585 70251 ISHARES INC CORE MSCI EMERG MKTS 54402 76516 DFA GLOBAL REAL EST SEC PORT 10860 10346 DFA US SMALL CAP VAL PRTF INSTL 29595 42034 DFA US LARGE CAP VAL PRTF INSTL 108611 153446 DFA INTL VALUE PRTF INSTL 16150 27809 VANGUARD INDEX FDS VG GROWTH 63142 118370 ISHARES CORE S&P SMALL CAP 27666 33315 AVANTIS INTL SMALL CAP VAL ETF 37455 55223 FIDELITY GOV CASH RESERVES EXPENSES BANK CHARGES 60 MODERA WEALTH MANAGEMENT LLC 5565 5565 FEDERAL TAXES 618