2026-03-10T09:33:35-05:00 2025-06-30 562163457 SUGGS & COMPANY PA 1411 COMMONWEALTH DR SUITE 300 WILMINGTON NC 28403 990PF 2024-07-01 522282843 THE CATHERINE KENNEDY HOME FOUNDATION CATH 9104520611 PO BOX 4782 WILMINGTON NC 28406 ANNA P ERWIN TREASURER 9104520611 2026-02-05 1 0 ROBERT ORRELL CPA P00288728 9102564885 2026-01-27 2024 2025-03-06 01:10:19Z X 4693050 X X 106435 106435 194626 229818 194626 301061 301061 0 0 0 3250 820 2430 3853 0 0 217 0 25005 23023 1982 32325 23843 4412 243500 243500 275825 23843 247912 25236 277218 12381 60030 60030 252 4401796 4631719 4631719 11022 9721 1518 1301 1301 4415947 4693050 4693050 3050 801 3050 801 X 1743698 2023050 2669199 2669199 4412897 4692249 4415947 4693050 4412897 25236 254116 4692249 0 4692249 26 SH GROWTH FUND OF AMERICA 2002-04-15 2024-09-24 2000 589 1411 1411 73 SH TRP BLUE CHIP 2017-03-03 2024-09-24 14000 5854 8146 8146 50 SH VANGUARD SMALL CAP 2021-02-18 2024-09-24 11868 10604 1264 1264 25 SH VANGUARD SMALL CAP 2021-10-06 2024-09-24 5934 5484 450 450 46 SH GROWTH FUND OF AMERICA 2002-04-15 2024-11-25 3977 1107 2870 2870 74 SH GROWTH FUND OF AMERICA 2002-05-16 2024-11-25 6023 1647 4376 4376 40 SH TRP BLUE CHIP 2017-03-03 2024-11-25 8000 3186 4814 4814 50 SH VANGUARD SMALL CAP 2017-03-03 2024-11-25 13120 6721 6399 6399 CAPITAL GAINS DIVIDENDS P 164896 164896 164896 194626 3853 0 3853 0 3853 3053 0 5000 0 8053 0 4200 4200 0 0 0 0 0 0 0 0 0 0 0 1 1 NC 1 0 0 0 0 1 N/A ANNA ERWIN 9104520611 240 RACINE DR WILMINGTON NC 28403 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MRS JOHN PARKER PO BOX 4782 WILMINGTON NC 28406 DIRECTOR 0.00 0 0 0 MS ANNA P ERWIN PO BOX 4782 WILMINGTON NC 28406 TREASURER 0.00 0 0 0 MRS ALEX MURCHISON PO BOX 4782 WILMINGTON NC 28406 DIRECTOR 0.00 0 0 0 MRS JAMES HUNDLEY PO BOX 4782 WILMINGTON NC 28406 DIRECTOR 0.00 0 0 0 MRS ROBERT W JOHNSON PO BOX 4782 WILMINGTON NC 28406 PRESIDENT 0.00 0 0 0 MR WILL LEONARD PO BOX 4782 WILMINGTON NC 28406 DIRECTOR 0.00 0 0 0 MS MARTHA CLARK PO BOX 4782 WILMINGTON NC 28406 DIRECTOR 0.00 0 0 0 MRS THOMAS MALOY PO BOX 4782 WILMINGTON NC 28406 DIRECTOR 0.00 0 0 0 MS ANITA LIEBSCHER PO BOX 4782 WILMINGTON NC 28406 DIRECTOR 0.00 0 0 0 MR BILL HATCHER PO BOX 4782 WILMINGTON NC 28406 DIRECTOR 0.00 0 0 0 MS KAY WARREN PO BOX 4782 WILMINGTON NC 28406 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 4572651 0 1301 4573952 0 0 4573952 68609 4505343 225267 225267 3853 3853 221414 0 221414 0 221414 247912 0 247912 221414 85677 0 0 247912 85677 0 0 162235 0 0 0 0 0 0 0 0 59179 0 0 0 THE CATHERINE KENNEDY HOME FDN PO BOX 4782 WILMINGTON NC 28406 9104520611 SEE COPY OF APPLICATION ATTACHED FEBRUARY 28 EACH YEAR NONE 2SHARE 206 CAUSEWAY DR WRIGHTSVILLE BEACH NC 28480 NONE PC TO SUPPORT PURCHASES OF BEDDING AND COOKWARE FOR GRANTEE CLIENTS 6000 3 WHEEL THERAPY PO BOX 587 CAROLINA BEACH NC 28428 NONE PC TO FUND/SUPPORT PROGRAM OPERATING COSTS. 1000 CCCC FOOD PANTRY 15200 HWY 17 HAMPSTEAD NC 28443 NONE PC TO FUND FOOD PURCHASES 8000 BREAD FOR LIFE MINISTRIES 1011 EASTWOOD RD WILMINGTON NC 28403 NONE PC TO FUND PURCHASES OF FOOD AND OCCUPANCY COSTS. 15000 BRUNSWICK BAPTIST ASSOCIATION PO BOX 80 SUPPLY NC 28462 NONE PC TO FUND BUILDING/PURCHASE OF RAMPS FOR ELDERLY. 8000 BRUNSWICK COUNTY WELLNESS CENTER 4580 LONG BEACH RD SOUTHPORT NC 28461 NONE PC TO SUPPORT SENIORS WITH NEUROLOGICAL DISORDERS. 3000 BRUNSWICK FAMILY ASSISTANCE 324 VILLAGE RD NE SUITE 1 LELAND NC 28451 NONE PC TO SUPPORT FOOD AND PRESCRIPTION PURCHASES 4000 CAPE FEAR CLINIC 1605 DOCYORS CIRCLE WILMINGTON NC 28401 NONE PC TO SUPPORT ELDERLY PHARMACY NEEDS 5000 CAPE FEAR LITERACY COUNCIL 1012 S 17TH STREET WILMINGTON NC 28401 NONE PC TO SUPPORT EDUCATIONAL OPPORTUNITIES FOR ADULT LEARNERS 1000 CATHOLIC CHARITIES OF THE DIOCESE OF RALEIGH 20 N 4TH STREET UNIT 300 WILMINGTON NC 28401 NONE PC TO FUND/SUPPORT SERVICES TO SENIORS. 9000 COMPREHENSIVE CARE OF WILMINGTON 2014 N FRONT ST WILMINGTON NC 28401 NONE PC TO SUPPORT OPTIONS COUNSELING PROGRAM. 2000 DIAPER BANK OF NC 915 S 16TH ST WILMINGTON NC 28401 NONE PC TO FUND PURCHASE OF ADULT INCONTENANCE SUPPLIES. 8000 DISABLED AMERICANS VETERANS CHAPTER 11 PO BOX 4046 WILMINGTON NC 28406 NONE PC TO SUPPORT/FUND TRAINING SERVICE OFFICERS. 3000 FIRST FRUIT MINISTRIES 2750 VANCE ST WILMINGTON NC 28412 NONE PC TO FUND PURCHASE OF SUPPLIES FOR FOOD PANTRY. 1200 GOOD SAMARITAN FOOD & CLOTHES PANTRY 116 BRYAN RD WILMINGTON NC 28412 NONE PC TO FUND PURCHASE OF FRESH VEGETABLES AND DAIRY PRODUCTS . 7000 GOOD SHEPARD CENTER 811 MARTIN STREET WILMINGTON NC 28401 NONE PC TO FUND PROGRAMS PROVIDING FOOD AND SHELTER AND HOUSING. 2000 THE HELP HUB 29 N 4TH ST SUITE 100 WILMINGTON NC 28401 NONE PC TO FUND CRISIS NEEDS OF PEOPLE OVER 60. 12000 LIVINGSTONES TABERNACLE FOOD PANTRY 127 SLOOP POINT ROAD HAMPSTEAD NC 28443 NONE PC TO SUPPORT FOOD PANTRY 1000 LOWER CAPE FEAR LIFECARE 1414 PHYSICIANS DR WILMINGTON NC 28401 NONE PC TO SUPPORT INJURY & PREVENTION PROJECT & DEMENTIA -FRIENDLY SERVICES. 4000 MEALS ON WHEELS ST PETER LUTHERAN CHURCH 4843 SOURTHPORT - SUPPLY RD SOUTHPORT NC 28461 NONE PC TO SUPPORT MEALS ON WHEELS WEEK END PROGRAM 3000 MOTHER HUBBARDS CUPBOARD 315 RED CROSS ST WILMINGTON NC 28401 NONE PC TO SUPPORT FOOD PURCHASES FOR DISTRUBUTION TO ELDERLY 20000 NEW HOPE CLINIC 201 W BOILING SPRING RD SOUTH PORT NC 28461 NONE PC TO FUND PURCHASE AND INSTALLATION OF AUTOMATIC DOOR OPENER. 1500 PENDER ADULT SERVICES 901 S WALKER ST BURGAW NC 28425 NONE PC TO FUND MEDICAL STAFFING TO SERVE OLDER ADULTS 9500 PENDER COUNTY ARTS COUNCIL 111 S WRIGHT STREET BURGAW NC 28425 NONE PC TO SUPPORT EXPANSION OF ARTS -BASED PROGRAMS FOR ELDERLY 1500 PENDER COUNTRY CHRISTIAN SERVICES 210 WEST FREMONT ST BURGAW NC 28425 NONE PC TO FUND FOOD AND PERSONAL SUPPLIES FOR SENIOR CITIZENS. 14000 SOUTHPORT OAK ISLAND INTERCHURCH FELLOWSHIP 249 W BOILING SPRING RD BOILING SPRING LAKES NC 28401 NONE PC TO SUPPORTFUND PURCHASES OF FOOD FOR PROGRAM CLIENTS. 15000 ST MARY SOCIAL MINISTRY SISTER ISAAC 412 ANN STREET WILMINGTON NC 28401 NONE PC TO SUPPORT/FUND SERVICES TO THE ELDERLY IN THREE COUNTY AREA. 24000 STEP UP WILMINGTON PHOENIX HOMETOWN HIRES 621 N 4TH ST WILMINGTON NC 28401 NONE PC TO SUPPOERT JOB TRAINING AND PLACEMENT. 1000 THE LORDS FOOD PANTRY (BRUNSWICK INTERCHURCH COUNCIL) 3610 EXPRESS DR SHALLOTTE NC 28470 NONE PC TO FUND FOOD AND PERSONAL SUPPLIES FOR ELDERLY. 9000 THE SALVATION ARMY 20 N 4TH ST WILMINGTON NC 28401 NONE PC TO SUPPORT UTILITY AND RENT ASSISTANCE PROGRAM 3000 THERAPEUTIC MUSICIANS OF COASTAL CAROLINA C/O PO BOX 4782 WILMINGTON NC 28406 NONE PC TO PROVIDE MUSIC FOR RESIDENTS IN SKILLED NURSING FACILITIES. 1000 UNC-W GERONTOLOGY 601 COLLEGE ROAD WILMINGTON NC 28403 NONE PC TO SUPPOERT IMPLEMENTATION OF PEER MENTORING PROGRAM TO SUPPORT OLDER ADULTS 1000 WILMINGTON AREA REBUILDING MINISTRY 909 MARKET ST WILMINGTON NC 28401 NONE PC TO FUND AND SUPPORT HOME REPAIRS FOR QUALIFYING INDIVIDUALS 10000 WILMINGTON FAMILY YMCA 2710 MARKET ST WILMINGTON NC 28403 NONE PC TO SUPPORT SPECIFIC YMCA FITNESS PROGRAMS FOR SENIORS. 1000 WILMINGTON SOFTBALL ASSN 1319 MILITARY CUTOFF RD SUITE CC 302 WILMINGTON NC 28405 NONE PC TO SUPPORT/FUND OPERATING EXPENSES. 800 WRIGHTSBORO UNITED METHODIST CHURCH FOOD PANTRY 3300 N KERR AVE WILMINGTON NC 28405 NONE PC TO FUND FOOD PURCHASES FOR CHARITABLE DISTRIBUTION 2000 YWCA GRANDPARENTS' NETWORK 2815 COLLEGE RD WILMINGTON NC 28412 NONE PC TO PROVIDE SUPPORT FOR RELATIVE CAREGIVERS. 25000 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 NONE PC TO SUPPORT HURRICANE HELENE RELIEF. 1000 243500 0 14 106435 18 194626 0 301061 0 301061 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 3250 820 2430 OFFICE IMPROVE. OLD CKH BLDG. 2004-05-04 4580 1182 SL 39.000000000000 59 0 FILE CABINETS 2001-10-26 24 24 200DB 5.000000000000 0 0 RECOVERED COUCH & 14 CHAIRS 2004-09-14 2416 2416 200DB 7.000000000000 0 0 BOARDROOM TABLE 2004-07-01 1498 1498 200DB 7.000000000000 0 0 LAMPS 2004-12-03 482 482 200DB 7.000000000000 0 0 TEAK TABLE 2004-12-03 930 930 200DB 7.000000000000 0 0 END TABLE 2004-12-03 300 300 200DB 7.000000000000 0 0 LAPTOP (IDEAPAD) 2022-02-09 792 382 SL 5.000000000000 158 0 AMCAP MUTUAL FUND 331144 331144 GROWTH FUND OF AMERICA 342268 342268 WASHINGTON MUTUAL FUND 445319 445319 EUROPACIFIC GROWTH FUND 203729 203729 BLACKROCK STRATEGIC INCOME OPPORT FUNDS 159779 159779 FIDELITY TREASURY ONLY FD 59000 59000 DODGE AND COX INCOME FUND 396798 396798 MFS SER TR VALUE FUND 434084 434084 PIMCO INCOME FUND 191385 191385 SMALLCAP WORLD FUND 187267 187267 T ROWE PRICE BLUE CHIP GROWTH 340849 340849 VANGUARD TOTAL BOND MKT INDEX 407198 407198 I-SHARES MSCI EMERG MKT EX CHINA ETF 25256 25256 I SHARES MSCI EMERGING MKT ETF 96480 96480 I SHARES CORE MSCI EMERGING 36018 36018 VANGUARD FTSE ETF 39907 39907 VANGUARD R/E INDEX ETF 89060 89060 VANGUARD INTL EQUITY EMERG ETF 98920 98920 VANGUARD MID CAP ETF 363779 363779 VANGUARD ST INFLATION PRO ETF 75405 75405 VANGUARD SMALL CAP ETF 308074 308074 OFFICE IMPROVE. OLD CKH BLDG. 4580 3531 1049 1049 FILE CABINETS 24 24 0 0 RECOVERED COUCH & 14 CHAIRS 2416 2416 0 0 BOARDROOM TABLE 1498 1498 0 0 LAMPS 482 482 0 0 TEAK TABLE 930 930 0 0 END TABLE 300 300 0 0 LAPTOP (IDEAPAD) 792 540 252 252 INVESTMENT MANAGEMENT FEES 23023 23023 0 ADMINISTRATIVE SERVICES 1982 0 1982 INCREASE IN UNREALIZED APPRECIATION 254116 INVESTMENT INCOME 3853 0 0