2026-05-28T12:09:41-04:00 2025-12-31 561627242 ROMEO WIGGINS & COMPANY LLP 8210 CREEDMOOR ROAD SUITE 202 RALEIGH NC 276131388 990PF 2025-01-01 581984759 CAROLINA COMMUNITY DEVELOPMENT CORP CARO 9197815155 3509 CARLTON SQUARE PLACE RALEIGH NC 27612 THOMAS B HINES DIRECTOR 9197815155 2026-05-27 true JONATHAN ARMSTRONG P01347214 9198705151 2026-05-27 2025 2025-03-06 01:10:19Z X 771301 X X 2148 2148 2148 11751 11751 11751 37661 89804 37661 51560 51560 13899 5277 5277 1232 1232 6509 6509 0 47000 47000 53509 6509 47000 -1949 45051 13899 81008 30869 30869 687664 740432 740432 768672 771301 771301 0 X 768672 771301 768672 771301 768672 771301 768672 -1949 4578 771301 771301 T ROWE PRICE GROUP INC P 2018-11-28 2025-02-06 3957 3370 587 587 COMCAST CORP NEW CL A P 2022-09-12 2025-04-14 4426 4596 -170 -170 ALPHABET INC P 2015-06-30 2025-06-20 19758 3168 16590 16590 FASTENOL CO P 2017-08-30 2025-10-09 26663 6009 20654 20654 FIDELITY FUNDS P 2025-10-01 2025-11-06 35000 35000 37661 626 626 626 626 false false false false false false false true true false false false false false true N/A THOMAS B HINES 9197815155 3509 CARLTON SQUARE RALEIGH NC 27612 false false false false false false false false false false false false false false false false false false false false THOMAS B HINES 3041 GRANVILLE DRIVE RALEIGH NC 27609 DIRECTOR 45.00 0 0 0 THOMAS C WORTH JR 2315 WOODROW DRIVE RALEIGH NC 27608 DIRECTOR 15.00 0 0 0 THOMAS L FONVILLE 1018 HARVEY STREET RALEIGH NC 27608 DIRECTOR 15.00 0 0 0 NONE NONE N/A 720356 68372 0 788728 788728 11831 776897 38845 38845 626 626 38219 38219 38219 47000 47000 38219 12804 47000 12804 34196 4023 X WAKE EDUCATION PARTNERSHIP 3101 INDUSTRIAL DRIVE RALEIGH NC 27609 PC READING PROGRAM AT-RISK YOUTH 4000 RALEIGH YMCA 801 CORPORATE CENTER DR RALEIGH NC 27607 PC TUTORING/ACTIVITY FOR AT-RISK YOUTH 10000 FOUNDATION FOR GOOD BUSINESS PO BOX 26762 RALEIGH NC 276116762 PC SCHOLARSHIP AT-RISK YOUTH 4000 200 CLUB OF WAKE COUNTY 1500 SUNDAY DRIVE RALEIGH NC 27607 PC RETURN OF PY GRANT -4000 CAMP CORRAL 801 N WEST ST RALEIGH NC 27501 PC FAMILY TRANSPORTATION 4000 THE SALVATION ARMY PO BOX 27584 RALEIGH NC 27611 PC CONTRIBUTION 4000 SAFECHILD 864 W MORGAN RALEIGH NC 27603 PC BUILDING FUND 5000 NEEDHAM BROUGHTON ALUMNI ASSN PO BOX 31464 RALEIGH NC 27622 PC ALUMNI RELATIONS 10000 FRIENDS OF WESTERN WATAUGA LIBRARY 140 QUEEN STREET BOONE NC 28607 PC COMMUNITY SUPPORT-HURRICANE HELENE 10000 47000 14 2148 14 11751 37661 13899 37661 51560 false false false false false false false false false false NOT REQUIRED IN NORTH CAROLINA. MARSLENDER-WEST 350170 350170 UNREALIZED GAIN 390262 390262 UNREALIZED GAIN ON INVESTMENT 4578 INVESTMENT ADVISOR 5184 5184 SERVICE FEE 93 93 INVESTMENT TAX 1036 1036 FOREIGN WITHHOLDING 196 196