2026-04-15T19:39:32-04:00 2025-12-31 273023135 GBK ADVISORS PLLC 1927 S TRYON ST SUITE 205 CHARLOTTE NC 282034688 990PF 2025-01-01 562061059 DARRELL AND PATRICIA STEAGALL FAMILY FOUNDATION DARR 7046163061 355 SOUTH NEW HOPE ROAD SUITE 302 GASTONIA NC 28054 DARRELL C STEAGALL PRESIDENT 7046163061 2026-04-12 R KEITH GUNTER P00448224 7045257300 2026-04-12 2025 2025-03-06 01:10:19Z X 3832945 X X 595 595 51798 51798 35186 319551 34464 250 250 87829 87107 1450 35888 35888 933 933 38271 36821 0 211000 211000 249271 36821 211000 -161442 50286 138965 139470 139470 2846865 2684918 3693475 2985830 2824388 3832945 0 X 2985830 2824388 2985830 2824388 2985830 2824388 2985830 -161442 2824388 2824388 RAYMOND JAMES (1179) P 15904 17396 -1492 -1492 RAYMOND JAMES (1179) P 292761 259847 32914 32914 AMERICAN ENTERPRISE (1929) P 6342 4794 1548 1548 34464 56 699 699 699 X 36 735 false false false false false false false true true NC true false false false false true N/A DARRELL PATRICIA STEAGALL 7048677344 355 SOUTH NEW HOPE ROAD SUITE 302 GASTONIA NC 28054 false false false false false false false false false false false false false false false false false false false false DARRELL C STEAGALL 23 TRADEWIND COURT GEORGETOWN SC 29440 PRESIDENT 000.00 0 0 0 PATRICIA C STEAGALL 23 TRADEWIND COURT GEORGETOWN SC 29440 SECRETARY 000.00 0 0 0 DARRELL P STEAGALL PO BOX 1257 MOORSEVILLE NC 28115 VICE PRESIDE 000.00 0 0 0 HOLLY G STEAGALL PO BOX 1257 MOORESVILLE NC 28115 VICE PRESIDE 000.00 0 0 0 GABRIEL J STEAGALL 375 KNOLL WOODS TERRACE ROSWELL GA 30075 VICE PRESIDE 000.00 0 0 0 ROBIN G STEAGALL 375 KNOLL WOODS TERRACE ROSWELL GA 30075 VICE PRESIDE 000.00 0 0 0 NONE NONE N/A 3568725 124750 0 3693475 3693475 55402 3638073 181904 181904 699 699 181205 181205 181205 211000 211000 181205 29599 211000 29599 181205 196 196 0 196 196 NONE NONE DARRELL PATRICIA STEAGALL 355 SOUTH NEW HOPE ROAD SUITE 302 GASTONIA NC 28054 7048677344 REQUESTS FOR FUNDS SHOULD BE SUBMITTED IN WRITING AND INCLUDE A DESCRIPTION OF THE FOLLOWING: (1) ORGANIZATION REQUESTING FUNDS, (2) WHAT THE FUNDS WILL BE USED FOR, AND (3) WHO THE FUNDS WILL BENEFIT N/A N/A AMERICAN FOREST FOUNDATION 1111 NINTEENTH STREET NW SUITE 780 WASHINGTON DC 20036 N/A PC FOREST SUSTAINABILITY 1000 BACKPACK WEEKEND FOOD PROGRAM 3707 ALLIANCE DRIVE GREENSBORO NC 27407 NA PC FEED CHILDREN IN POVERTY 2000 BAT CONSERVATION INTERNATIONAL PO BOX 162603 AUSTIN TX 78716 N/A PC BAT CONSERVATION 1000 CAROLINA CROSS CONNECTION PO BOX 5723 CONCORD NC 28027 N/A PC YOUTH SUMMER CAMP 8000 CENTRAL UNITED METHODIST CHURCH 214 NORTH ACADEMY STREET MOORESVILLE NC 28115 N/A PC CHURCH 8000 FOOD FOR DAYS 224 ROLLING HILLS RD SUITE 1B MOORESVILLE NC 28117 N/A PC CHILDHOOD HUNGER 2000 GEORGIA STATE UNIVERSITY PO BOX 3963 ATLANTA GA 30302 N/A PC UNIVERSITY 10000 HOLY ANGELS 6600 WILKINSON BLVD BELMONT NC 280120710 N/A PC CARE FOR INTELLECTUALLY DISABLED 21000 HOPE OF MOORESVILLE PO BOX 434 MOORESVILLE NC 28115 N/A PC HOMELESS SHELTER 6000 HUNTERS FOR THE HUNGRY PO BOX 304 BIG ISLAND VA 24526 N/A PC FEEDING THE HUNGRY 3000 MOORESVILLE CHRISTIAN MISSION 266 N BROAD ST MOORESVILLE NC 28115 NA PC CHRISTIAN OUTREACH 3000 NC STATE STUDENT AID ASSOCIATION 5400 TRINITY ROAD RALEIGH NC 27607 N/A PC UNIVERISTY STUDENT AID 5000 NCSU FOUNDATION CAMPUS BOX 7474 RALEIGH NC 276957474 N/A PC UNIVERSITY ADVANCEMENT 21000 SALVATION ARMY OF GASTONIA 107 S BROAD STREET GASTONIA NC 28052 N/A PC FIGHTING POVERTY 4000 SCHIELE MUSEUM 1500 E GARRISON BLVD GASTONIA NC 28054 N/A PC MUSEUM 2000 SHRINERS HOSPITAL FOR CHILDREN 2900 ROCKY POINT DRIVE TAMPA FL 33607 N/A PC HOSPITAL 2000 SMITH MEDICAL CLINIC 116 BASKERVILL DR PAWLEYS ISLAND SC 29585 N/A PC MEDICAL CENTER 2000 ST CHRISTOPHER'S CHILDREN 14323 OCEAN HWY STE 4143 PAWLEYS ISLAND SC 29585 N/A PC CLOTHING & MEDICAL CARE FOR CHILDREN 2000 ST JUDES CHILDREN'S HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 N/A PC CHILDREN'S HOSPITAL 3000 THE V FOUNDATION 106 TOWERVIEW COURT CARY NC 27513 N/A PC CANCER RESEARCH 4000 UNIVERSITY OF PITTSBURGH JOE M KATZ GRADUATE SCHOOL 128 NORTH CRAIG STREET PITTSBURGH PA 15260 N/A PC UNIVERSITY 2000 UNITED OSTOMY ASSOCIATION OSTOMY SUPPORT PO BOX 525 KENNEBUNK ME 040430525 N/A PC TREAT OSTOMY 3000 UNITED WAY OF GASTON COUNTY 200 E FRANKLIN BLVD GASTONIA NC 28052 N/A PC COMMUNITY CARE 2000 CRISIS ASSISTANCE MINISTRY 805 W AIRLINE AVE GASTONIA NC 28052 N/A PC ASSISTANCE FOR THE POOR AND NEEDY 2000 FOOD WELL ALLIANCE 970 JEFFERSON ST NW SUITE 2 ATLANTA GA 30318 N/A PC FIGHTING HUNGER 6000 ACCESS REPRODUCTIVE CARE SOUTHEAST PO BOX 570132 ATLANTA GA 30357 N/A PC SAFE REPRODUCTIVE CARE 3000 FUR KIDS 5325 UNION HILL ROAD CUMMING GA 30040 N/A PC ADOPTING CATS 1000 FEED NC 2456 CHARLOTTE HIGHWAY MOORESVILLE NC 28117 N/A PC FIGHTING HUNGER 3000 DUNCAN UNITED METHODIST CHURCH 901 HIGHMARKET STREET GEORGETOWN SC 29440 N/A PC CHURCH 2000 THE SCHENK SCHOOL 282 MT PARAN RD NW ATLANTA GA 30327 N/A PC SCHOOL 20000 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 N/A PC CRISIS RELIEF 8000 AMERICAN CHESNUT FOUNDATION 50 N MERRIMON AVE ASHEVILLE NC 28804 N/A PC TREE RESTORATION 2000 GRACE COVENANT PRESBYTERIAN 789 MERRIMON AVE ASHEVILLE NC 28804 N.A PC CHURCH 13000 MOORESVILLE KINDNESS CLOSET 532 PATTERSON AVE SUITE MOORESVILLE NC 28115 N/A PC END HYGIENE POVERTY 2000 FAMILIES FIRST 80 JOSEPH E LOWERY BLVD NW ATLANTA GA 30314 N/A PC STRENGTHEN FAMILIES 3000 HUNTING HERITAGE 770 AUGUSTA RD EDGEFIELD SC 29824 N/A PC NATURAL RESOURCE CONSERVATION 5000 THE HOWARD SCHOOL 1192 FOSTER STREET NW ATLANTA GA 30318 N/A PC SCHOOL 10000 CATHY MABRY CLONINGER CENTER 330 DR MLK JR WAY GASTONIA NC 28052 N/A PC DOMESTIC VIOLENCE SHELTER 2000 GASTON LITERACY COUNCIL 116 DR MLK JR WAY GASTONIA NC 28052 N/A PC LITERACY IMPROVEMENT 2000 VALLEY HOPE FOUNDATION 1035 OLD US HWY 70 W BLAKC MOUNTAIN NC 28711 N/A PC HUMANITARIAN IAD & RELIEF 10000 211000 14 595 14 51798 18 1494 33692 AMERICAN ENTERPRISE (1929) 125 AMERICAN ENTERPRISE (0245) 125 53887 33942 87829 false false false false false false false false false false GBK ADVISORS 1450 AMERICAN ENTERPRISE (1929) PURCHASE 3050 2328 722 SECURITIES 2684918 3693475 AMERICAN ENTERPRISE (1929) 125 125 AMERICAN ENTERPRISE (0245) 125 125 INVESTMENT MANAGEMENT FEES 35888 35888 BANK FEES FOREIGN TAXES WITHHELD ON DIVIDE 933 933