2026-08-25T10:00:52-05:00 2025-12-31 561355935 CULP ELLIOTT & CARPENTER PLLC 6801 CARNEGIE BLVD SUITE 400 CHARLOTTE NC 282113665 990PF 2025-01-01 853685071 THE AARON AND LIZ FEINBERG FOUNDATION AARO 7049735321 20540 BETHELWOOD LANE CORNELIUS NC 28031 AARON FEINBERG FOUNDATION MANAGER 7049735321 2026-08-25 1 ANN K DIXON P00838176 7043726322 2026-08-25 2025 2025-03-06 01:10:19Z X X 1968820 X X 47616 47616 73325 467792 73325 120941 120941 0 0 0 11396 6546 4850 605 605 0 -481 0 0 11520 7151 4850 100000 100000 111520 7151 104850 9421 113790 53201 54895 54895 1692301 1704878 1913925 1745502 1759773 1968820 0 4850 0 4850 X 0 0 0 0 1745502 1754923 1745502 1754923 1745502 1759773 1745502 9421 0 1754923 0 1754923 ST CAPITAL LOSS-SEE ATTACHED P 112617 116660 -4043 -4043 LT CAPITAL GAIN-SEE ATTACHED P 333603 277807 55796 55796 CAPITAL GAINS DISTRIBUTIONS P 21572 21572 21572 73325 1582 0 1582 0 1582 0 0 0 0 0 X 34 1616 0 0 0 0 0 0 0 0 0 0 1 1 NC 1 0 1 0 0 1 N/A FEINBERG AARON ELIZABETH 7049735321 20540 BETHELWOOD LANE CORNELIUS NC 28031 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FEINBERG AARON 20540 BETHELWOOD LANE CORNELIUS NC 28031 FOUNDATION MGR. 0.00 0 0 0 FEINBERG ELIZABETH 20540 BETHELWOOD LANE CORNELIUS NC 28031 FOUNDATION MGR. 0.00 0 0 0 NONE 0 NONE 0 0 1884588 28148 0 1912736 0 0 1912736 28691 1884045 94202 94202 1582 1582 92620 0 92620 0 92620 104850 0 104850 92620 0 0 85490 9240 94730 104850 0 0 0 92620 12230 0 0 106960 0 0 0 0 0 0 0 106960 85490 9240 12230 FEINBERG AARON FEINBERG ELIZABETH AARON FEINBERG 20540 BETHELWOOD LANE CORNELIUS NC 28031 7049735321 THE FOUNDATION MAKES GRANTS TO TAX-EXEMPT 501 (C)(3) CHARITIES AS DETERMINED BY THE FOUNDATION DIRECTORS AT PERIODIC MEETINGS. WHILE REQUEST FROM ELIGIBLE CHARITIES WILL BE CONSIDERED, NO FORM OR OTHER MATERIALS ARE REQUIRED TO BE SUBMITTED. SEE STATEMENT FOR LINE 2A SEE STATEMENT FOR LINE 2A FOUNDATION FOR THE CAROLINAS 220 NORTH TRYON STREET CHARLOTTE NC 28202 NONE I TO OFFER INNOVATIVE SOLUTIONS THAT HELP INDIVIDUALS, NONPROFITS AND COMPANIES BRING THEIR CHARITABLE VISIONS TO LIFE. 100000 100000 0 14 47616 18 73325 0 120941 0 120941 0 0 0 0 0 0 0 0 0 0 PERSHING #0598 SECURITIES AT COST 1704878 1913925 RETURN OF PRINCIPAL -438 0 0 SUBSTITUTE PAYMENTS IN LIEU OF DIVIDENDS OR INTEREST -43 0 0 AP AARON FEINBERG 0 4850 BROKERAGE FEES 6546 6546 0 PROFESSIONAL FEES 4850 0 4850 FEINBERG AARON 20540 BETHELWOOD LANE CORNELIUS NC 28031 FEINBERG ELIZABETH 20540 BETHELWOOD LANE CORNELIUS NC 28031 FOREIGN TAX ON DIVIDENDS 605 605 0