2025-05-15T13:39:37-05:00 2024-06-30 260058143 CAPFINANCIAL PARTNERS LLC 2375 E CAMELBACK ROAD STE 700 PHOENIX AZ 85016 990PF 2023-07-01 205227614 RAYMOND B YINGLING FOUNDATION RAYM 9106289485 BOX 8264 NC HIGHWAY 130 EAST FAIRMONT NC 28340 CAROLYN J MALION PRESIDENT 9106289485 2025-05-15 1 1 JENNIFER WERTHEIM P01252754 8002221232 2025-05-13 2023 2025-03-06 01:10:19Z X 1622537 X X 43624 43624 13619 421328 13619 57243 57243 0 0 0 0 0 2200 2200 0 0 12002 12002 0 0 513 513 0 0 14715 14715 0 0 65000 65000 79715 14715 0 65000 -22472 42528 0 30381 38504 38504 1168211 1190732 1190732 314481 393301 393301 1513073 1622537 1622537 0 0 X 0 0 0 0 1513073 1622537 1513073 1622537 1513073 1622537 1513073 -22472 131936 1622537 0 1622537 FIDELITY 657-542554 S-T 2023-07-01 2024-06-30 227600 233505 -5905 -5905 FIDELITY 657-542554 L-T 2022-07-01 2024-06-30 187289 174204 13085 13085 CAPITAL GAINS DIVIDENDS P 6439 6439 6439 13619 591 0 591 0 591 3113 0 0 0 3113 X 0 2522 2522 0 0 0 0 0 0 0 0 0 0 0 1 1 NC 1 0 0 0 0 1 N/A CAROLYN MALION 9106289485 BOX 8264 NC HWY 130 E FAIRMONT NC 283407812 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CAROLYN J MALION 5535 CURRITUCK DRIVE SUITE 110 WILMINGTON NC 28403 DIRECTOR / PRESIDENT 1.00 0 0 0 HAROLD E MALION JR 5535 CURRITUCK DRIVE SUITE 110 WILMINGTON NC 28403 DIRECTOR 1.00 0 0 0 HAROLD E MALION III 5535 CURRITUCK DRIVE SUITE 110 WILMINGTON NC 28403 DIRECTOR/TREASURER 1.00 0 0 0 MICHAEL B MALION 5535 CURRITUCK DRIVE SUITE 110 WILMINGTON NC 28403 DIRECTOR/TREASURER 1.00 0 0 0 NONE 0 NONE 0 0 1511134 33389 0 1544523 0 0 1544523 23168 1521355 76068 76068 591 591 75477 0 75477 0 75477 65000 0 65000 75477 0 0 29476 30990 3410 63876 65000 0 0 0 65000 0 10477 10477 53399 0 0 0 0 0 0 18999 34400 30990 3410 CAROLYN J MALION HAROLD E MALION JR CAROLYN MALION 5535 CURRITUCK DRIVE SUITE 110 WILMINGTON NC 28403 9106289485 SUBMIT A WRITTEN PROPOSAL DESCRIBING THE ORGANIZATION'S CHARITABLE PURPOSE AND INTENDED USE OF THE GRANT. ATTACH A COPY OF THE IRS DETERMINATION LETTER CONFIRMING TAX EXEMPT STATUS. NONE NONE BALTIMORE BAPTIST CHURCH 171 BALTIMORE CHURCH ROAD FAIRMONT NC 28340 NONE PC TO FUND CHURCH ACTIVITIES TO HELP NURTURE FAITH AND HELP INDIVIDUALS AND FAMILIES GAIN STRENGTH. 10950 TRINITY UNITED METHODIST 307 TRINITY STREET FAIRMONT NC 28340 NONE PC TO FUND CHURCH ACTIVITIES 10950 UNC ESHELMAN SCHOOL OF PHARMACY FOUNDATION INC 194 FINLEY GOLF COURSE ROAD SUITE 106 CHAPEL HILL NC 27517 NONE PC TO FOSTER AND PROMOTE THE PROFESSION OF PHARMACY AND PHARMACEUTICAL EDUCATION AND RESEARCH 31100 UNC HEALTH FOUNDATION 123 WEST FRANKLIN STREET SUITE 510 CHAPEL HILL NC 27516 NONE PC TO FUND FOUNDATION ACTIVITIES 12000 65000 0 14 43624 18 13619 0 57243 0 57243 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2200 2200 0 0 BAIRD INTER BOND FD INSTL CL 157582 157582 DOUBLELINE LOW DURATION BOND CL I 57480 57480 GUGGENHEIM TOTAL RETURN BOND FD INSTL 118827 118827 PIMCO INCOME FUND INSTITUTIONAL FUND 59412 59412 FIDELITY 500 INDEX FUND 358017 358017 DODGE & COX INTERNATL STOCK CL I 56054 56054 AMERICAN EUROPACIFIC GROWTH FUND F3 76472 76472 GMO RESOURCES FUND I 27423 27423 JPMORGAN LARGE CAP GROWTH CLASS I 82819 82819 MFS INTERNATIONAL GROWTH FD CL I 79533 79533 MFS NEW DISCOVERY VALUE FUND CL I 35394 35394 SCHWAB FUNDAMENTAL U.S. LARGE CO INDEX 69095 69095 T ROWE PRICE INTGD US SM CAP GR EQ FD 58156 58156 ISHARES TR MSCI USA MIN VOL 49536 49536 SELECT SECTOR SPDR TRUST TECHNOLOGY 27600 27600 VANGUARD INDEX FDS VANGUARD VALUE 78601 78601 ISHARES TR 7-10 YR TRSY BD 54317 54317 ISHARES TRUST 1-3 YEAR TREASURY BOND 17147 17147 ISHARES TR IBONDS 25 TRM TS 45511 45511 ISHARES TR IBONDS 24 TRM TS 75057 75057 UNREALIZED GAIN 131936 INVESTMENT FEES 12002 12002 0 0 FOREIGN TAX 513 513 0 0