2024-05-14T11:40:24-05:00 2023-12-31 871909177 BRUNOTT CPA & ASSOCIATES LLC 23119 IH-10 WEST BLDG 3 SAN ANTONIO TX 78257 990PF 2023-01-01 311678303 CARLSON FAMILY FOUNDATION C/O JOHN A NORTON CARL 9196040842 1610 SKYE DRIVE CHAPEL HILL NC 27516 JOSEPH NORTON TREASURER 9196040842 2024-05-14 1 JOSEPH NORTON 999009999 1 CHAD S BRUNOTT CPA P00767481 7262080222 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 27324025 X X 225 225 154864 154864 1574278 1574278 840649 320308 589074 320308 851 0 2050526 2049675 245000 24500 220500 47504 46632 872 18106 9053 9053 99889 99889 0 323532 306200 0 145957 145957 20964 6289 14675 141207 138500 2708 1042159 777020 247808 964350 964350 2006509 777020 1212158 44017 1272655 394867 271232 271232 1025 140111 140111 209301 433602 209301 209301 390778 404455 404455 6327976 6873755 13845926 11773806 458274 11230092 11315532 12450000 1789 1789 3000 3000 3000 18781340 19217386 27324025 297958 258107 3500 433602 209301 735060 467408 X 18046280 18749978 0 0 0 0 18046280 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NC 27516 PRESIDENT 1.00 15000 0 0 JOSEPH F NORTON C/O CFF INC 1610 SKYE DRIVE CHAPEL HILL NC 27516 VICE PRESIDENT/TREASURER 1.00 15000 0 0 ANN E JACOBS C/O CFF INC 1610 SKYE DRIVE CHAPEL HILL NC 27516 DIRECTOR 1.00 15000 0 0 LAUREN C NORTON C/O CFF INC 1610 SKYE DRIVE CHAPEL HILL NC 27516 DIRECTOR 1.00 15000 0 0 KAITLYN NORTON C/O CFF INC 1610 SKYE DRIVE CHAPEL HILL NC 27516 DIRECTOR 1.00 15000 0 0 TRILBY F NORTON C/O CFF INC 1610 SKYE DRIVE CHAPEL HILL NC 27516 SECRETARY 1.00 15000 0 0 NONE 0 NONE 0 0 12473817 641911 13148603 26264331 0 0 26264331 393965 25870366 1293518 1293518 17690 17690 1275828 0 1275828 0 1275828 1212158 0 1212158 1275828 519394 0 0 1212158 519394 0 0 692764 0 0 0 0 0 0 0 0 583064 0 0 0 X ALIVE 2723 KING STREET ALEXANDRIA VA 22302 NONE PC DISCRETIONARY GRANT 2000 ALZHEIMER'S ASSOCIATION 225 N MICHIGAN AVE 17TH FLOOR CHICAGO IL 60601 NONE PC DISCRETIONARY GRANT 4500 ALZHEIMER'S ASSOCIATION RALEIGH NC CHAPTER 5171 GLENWOOD AVE STE 101 RALEIGH NC 27612 NONE PC 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1875 RENOVATION 385 2023-07-31 99007 SL 39.000000000000 1164 1164 INVESCO QQQ TRUST 6709 SHS 478596 2747482 SPDR S&P 500 ETF 10,035 SHS 2430844 4769549 VANGUARD WORLD FUND 194317 SHS 3964315 6328895 393 ROUTE 17 3350000 0 3350000 385 ROUTE 17 2400000 0 2400000 BUILDING 385 ROUTE 17 1262279 200939 1061340 BUILDING 385 ROUTE 17 288511 34832 253679 BUILDING 385 ROUTE 17 10226 819 9407 BUILDING 393 ROUTE 17 4012784 218645 3794139 RENOVATION 393 350999 1875 349124 RENOVATION 385 99007 1164 97843 LEGAL FEES 1744 872 872 LEGAL AND PROFESSIONAL 45760 45760 0 MISCELLANEOUS RECEIVABLE 3000 3000 3000 OFFICE SUPPLIES & POSTAGE 2133 0 2133 GENERAL INSURANCE 2101 2101 0 BANK CHARGES 1150 576 575 UTILITIES 30314 30314 0 INSURANCE 35985 35985 0 DUMPSTER SERVICE 17971 17971 0 REPAIRS AND MAINTENANCE 13100 13100 0 LANDSCAPING 38453 38453 0 MISCELLANEOUS 851 851 INVESTMENT COST BASIS ADJUSTMENT 659681 APPRAISAL 7000 7000 0 COMMISSION 92889 92889 0 EXCISE 17332 0 0 PROPERTY TAXES 306200 306200 0