2026-08-25T08:15:48-05:00 2026-04-30 561761202 MARTIN STARNES & ASSOCIATES CPAS PA 730 13TH AVENUE DR SE HICKORY NC 286025196 990PF 2025-05-01 264731530 TSH CHARITABLE FOUNDATION TSHC 8283250655 2425 N CENTER STREET 362 HICKORY NC 28601 ANGELA B SIMMONS PRESIDENT 8283250655 2026-08-24 1 JOHN B WHITLEY II CPACFP P00609379 8283272727 2026-08-24 2025 2025-03-06 01:10:19Z X 21723224 X X 485172 485172 1041698 4434291 1041698 5285 0 1532155 1526870 0 0 0 4750 0 4750 163883 53403 110480 23328 4871 0 1611 897 714 193572 59171 115944 911813 911813 1105385 59171 1027757 426770 1467699 18521 34496 34496 1096588 1072148 1061289 7490007 7281944 15863968 4141337 4784635 4763471 12746453 13173223 21723224 0 0 X 0 0 0 0 12746453 13173223 12746453 13173223 12746453 13173223 12746453 426770 0 13173223 0 13173223 PUBLICLY TRADED SECURITIES 1572433 1580925 -8492 -8492 PUBLICLY TRADED SECURITIES 2861858 1811668 1050190 1050190 1041698 20401 0 20401 0 20401 10520 0 0 0 10520 149 10030 0 0 0 0 0 0 0 0 0 0 1 1 NC 1 0 0 0 0 1 ABSLEGACYPARTNERS.COM/TSH-CHARITABLE-FOUNDATION ABS LEGACY PARTNERS 8283250655 3048 NORTH CENTER STREET HICKORY NC 28601 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANGELA B SIMMONS 2425 N CENTER STREET 362 HICKORY NC 28601 PRESIDENT 1.00 0 0 0 DEBORAH B LOOPER 2425 N CENTER STREET 362 HICKORY NC 28601 VICE PRESIDENT 1.00 0 0 0 DONNA B MALONE 2425 N CENTER STREET 362 HICKORY NC 28601 TREASURER 1.00 0 0 0 JEFFERY W BEHMER 2425 N CENTER STREET 362 HICKORY NC 28601 DIRECTOR 1.00 0 0 0 BEAU A SIMMONS 2425 N CENTER STREET 362 HICKORY NC 28601 DIRECTOR 1.00 0 0 0 GRACE B SIMMONS 2425 N CENTER STREET 362 HICKORY NC 28601 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 21383327 70748 0 21454075 0 0 21454075 321811 21132264 1056613 1056613 20401 20401 1036212 0 1036212 0 1036212 1027757 0 1027757 1036212 994245 0 0 1027757 994245 0 0 33512 0 0 0 0 0 0 0 0 1002700 0 0 0 X ARTS CULTURE CATAWBA 243 3RD AVENUE NE BOX 5 HICKORY NC 28601 N/A PC GENERAL AND UNRESTRICTED 20000 ASHURE MINISTRY INC PO BOX 31 NEWTON NC 28658 N/A PC GENERAL AND UNRESTRICTED 10000 CALDWELL HALFWAY HOUSE INC 951 KENHAM PLACE SW LENOIR NC 28645 N/A PC GENERAL AND UNRESTRICTED - NOURISHING RECOVERY 12000 CATAWBA SCIENCE CENTER INC PO BOX 2431 HICKORY NC 28603 N/A PC GENERAL AND UNRESTRICTED - DINOSAUR EXHIBIT 25000 CATAWBA VALLEY LEADERSHIP FOUNDATION 407 2ND STREET NW HICKORY NC 28601 N/A PC GENERAL AND UNRESTRICTED - HIGH PERFORMANCE LEADER 15000 CATAWBA VALLEY YOUNG LIFE PO BOX 9251 HICKORY NC 28603 N/A PC GENERAL AND UNRESTRICTED 10000 CENTRO LATINO PO BOX 104 HICKORY NC 28603 N/A PC GENERAL AND UNRESTRICTED - SUMMER LEARNING 15000 COUNCIL ON ADOLESCENTS OF CATAWBA COUNTY 1120 FAIRGROVE CH RD SE STE 22 HICKORY NC 28602 N/A PC GENERAL AND UNRESTRICTED 15000 CROHN'S & COLITIS FOUNDATION 733 THIRD AVENUE SUITE 510 NEW YORK NY 10017 N/A PC GENERAL AND UNRESTRICTED - CAMP OASIS GEORGIA 25000 EXODUS OUTREACH FOUNDATION INC 610 4TH STREET SW HICKORY NC 28602 N/A PC GENERAL AND UNRESTRICTED - EXODUS WORKS CRITICAL CAPACITY PRESERVATION 50000 FAMILY CARE CENTER 2875 HIGHLAND AVE NE HICKORY NC 28601 N/A PC GENERAL AND UNRESTRICTED 6500 FAMILY ENTERPRISE USA 712 H STREET NE SUITE 1091 WASHINGTON DC 200023627 N/A PC GENERAL AND UNRESTRICTED 1000 FOOTHILLS CONSERVENCY OF NC 204 AVERY AVE MORGANTON NC 28655 N/A PC GENERAL AND UNRESTRICTED - JOE MOUNTAIN PRESERVE EXPANSION 66750 GREATER HICKORY CCM 31 1ST AVE SE HICKORY NC 28602 N/A PC GENERAL AND UNRESTRICTED - NUTRITION PLUS PROGRAM 25000 HABITAT FOR HUMANITY PO BOX 9475 HICKORY NC 28603 N/A PC GENERAL AND UNRESTRICTED - HABITAT REPAIRS 27500 HART SQUARE FOUNDATION 5055 HOPE RD VALE NC 28168 N/A PC GENERAL AND UNRESTRICTED 25000 HICKORY BALLET & PERFORMING ARTS 116 3RD ST NW HICKORY NC 28601 N/A PC GENERAL AND UNRESTRICTED 7500 HICKORY CHORAL SOCIETY 243 3RD AVENUE NE HICKORY NC 28601 N/A PC GENERAL AND UNRESTRICTED - JOY OF MUSIC ENDOWMENT CAMP 25000 HICKORY COMMUNITY THEATRE 30 3RD STREET NW HICKORY NC 28601 N/A PC GENERAL AND UNRESTRICTED 15500 HICKORY MUSEUM OF ART 243 3RD AVENUE NE HICKORY NC 28601 N/A PC GENERAL AND UNRESTRICTED - UNCRATE THE FUTURE CAPITAL CAMPAIGN 250000 HICKORY SOUP KITCHEN INC PO BOX 1431 HICKORY NC 28603 N/A PC GENERAL AND UNRESTRICTED - FAMILY CHRISTMAS DINNER FOOD CARDS 10000 HUMANE SOCIETY OF CATAWBA COUNTY PO BOX 63 HICKORY NC 28603 N/A PC GENERAL AND UNRESTRICTED - FACILITY REPAIRS FINAL INSTALLMENT 28863 JAMES C HARPER SCHOOL OF PERFORMING ARTS 1113 COLLEGE AVENUE SUITE B PO BOX 390 HICKORY NC 28645 N/A PC GENERAL AND UNRESTRICTED - SCHOLARSHIPS FOR THE UNDERSERVED 7500 NC LONG VIEW LIONS FOUNDATION PO BOX 1375 ICARD NC 28666 N/A PC GENERAL AND UNRESTRICTED - VISION AFTER HELENE DISASTER RELIEF 4000 NC SCHOOL FOR THE DEAF AT MORGANTON FNDTN PO BOX 1397 MORGANTON NC 28650 N/A PC GENERAL AND UNRESTRICTED - ALDER SPRINGS PHASE II EXPANSION 50000 NEW BEGINNINGS 706 MAINE AVENUE SE HICKORY NC 58602 N/A PC GENERAL AND UNRESTRICTED - TRANSPORATION UPGRADE FOR RECOVERY HOUSING 9000 OURIGHT YOUTH CATAWBA VALLEY 1331 4TH STREET DR NW HICKORY NC 28601 N/A PC GENERAL AND UNRESTRICTED 20000 SAFE HARBOR RESCUE MISSION INC 210 2ND STREET SE HICKORY NC 28602 N/A PC GENERAL AND UNRESTRICTED 25000 THE SALVATION ARMY OF GREATER HICKORY 780 3RD AVENUE PLACE SE HICKORY NC 28602 N/A PC GENERAL AND UNRESTRICTED - RED SHIELD YOUTH CENTER STEM READY PROGRAM 40000 WESTERN PIEDMONT SYMPHONY 243 3RD AVENUE NE 1N HICKORY NC 28601 N/A PC GENERAL AND UNRESTRICTED 20000 WOMEN'S RESOURCE CENTER PO BOX 1608 HICKORY NC 28601 N/A PC GENERAL AND UNRESTRICTED 15000 YMCA OF CATAWBA VALLEY 315 1ST AVE NW SUITE 104 HICKORY NC 28601 PC GENERAL AND UNRESTRICTED - GYMNASIUM DIVIDER CURTAIN & FRONT ENTRANCE RESURFACING 35700 911813 0 14 485172 18 1041698 TAX REFUNDS 5285 5285 1526870 0 1532155 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION 4750 0 4750 ANGELA B SIMMONS *ABS LEGACY PARTNERS, A FIRM OWNED BY AN OFFICER OF THE TSH CHARITABLE FOUNDATION ("THE FOUNDATION") WAS COMPENSATED BY THE FOUNDATION TO PROVIDE MANAGEMENT SERVICES. THIS COMPENSATION IS REPORTED ON PART I, LINE 16C TO BE CONSISTENT WITH THE CHARACTER OF THE EXPENSE. THE FIRM BILLED THE FOUNDATION AT OR BELOW MARKET RATES BECTON DICKINSON & CO - 4.693% 593098 602326 ONEOK, INC. - 5.55% 604860 603092 GE HEALTHCARE HL - 5.65% 613407 610576 T-MOBILE USA, IN - 4.95% 614140 606218 JACOBS SOLUTIONS - 6.35% 624335 620179 INTERNTNL FLAVOR - 4.45% 595713 598288 ORACLE CORP - 6.15% 630388 618568 MCDONALDS CORP - 4.60% 508694 504224 ABBOTT LABS 178583 363160 ACCENTURE PLC 178375 214452 ALPHABET INC CL C 145796 2157961 AMAZON COM 442941 1060240 ANHEUSER BUSCH COS INC 255570 302200 APPLE INC 90852 1370318 BANK OF AMERICA CORP 67449 240570 BERKSHIRE HATHAWAY INC 302354 1420800 CHEVRON CORP 150930 309296 COMCAST CORP 477615 405600 COSTCO WHOLESALE CORPORATION 46703 243487 DISNEY WALT CO 328514 363125 DOMINION ENERGY INC 161759 193500 EXPEDITORS INTL WASH INC 183207 369725 JACOBS SOLUTIONS INC 382193 433524 LAB CO OF AMER HLDG 263521 282480 MCDONALDS CORP 397203 396347 MERCK & CO. INC 184965 218360 MICROSOFT CORP 222166 1101006 NESTLE S. A. 200866 466808 NIKE INC-CL B 171389 133080 NOVO NORDISK A S 93571 154947 RTX CORP 361005 598638 SCHEIN HENRY INC 78565 74590 SHELL PLC 462808 634690 STARBUCKS CORP COM 316096 526650 UNION PAC CORP 237325 269480 VANGUARD HEALTH CARE ETF 634624 953610 VISA INC 113756 197904 SIMON PPTY GROUP INC NEW 151243 407420 1072148 1061289 0 0 CUSTODY/ADR FEES 419 419 0 BILL PAY FEE 714 0 714 OTHER EXPENSES 478 478 0 TAX REFUNDS 5285 5285 ADMINISTRATION OF FOUNDATION 110480 0 110480 INVESTMENT ADVISORY EXPENSE 53403 53403 0 FOREIGN TAXES 4871 4871 0 990-PF ESTIMATED TAX 2024 2677 0 0 990-PF ESTIMATED TAX 2025 15780 0 0