2020-05-04T16:03:27-05:00 2019-12-31 561434747 GREERWALKER LLP 227 WEST TRADE ST SUITE 1100 CHARLOTTE NC 28202 990PF 2019-01-01 562155753 PAGE & GEORGE BRADHAM FAMILY FOUNDATION C/O US TRUST BANK OF AMERICA NA PAGE 7044831448 2736 CHERRY LANE DENVER NC 28037 EDWARD B KIZER TREASURER 8287075376 2020-04-22 1 PAULA P TILLEY P00051456 7043770239 2020-04-22 2019 2022-09-23 18:48:47Z X 864771 X X 16559 16559 8715 82169 8715 25274 25274 8500 1275 7225 1850 0 1850 4872 4872 0 675 169 506 15897 6316 9581 42000 42000 57897 6316 51581 -32623 18958 117 2115 2115 59972 11156 11166 359891 354615 631674 199999 219581 219816 619979 587467 864771 0 0 X 619979 587467 0 0 0 0 619979 587467 619979 587467 619979 -32623 111 587467 0 587467 105 ISHARES RUSSELL 1000 VALUE ETF P 2019-02-08 2019-12-09 14117 12513 1604 1604 400 ISHARES CORE U.S. AGGREGATE BOND ETF P 2015-04-17 2019-12-09 45029 44615 414 414 100 ISHARES CORE U.S. AGGREGATE BOND ETF P 2016-04-26 2019-12-09 11257 11050 207 207 75 ISHARES RUSSELL 1000 VALUE ETF P 2011-04-29 2019-12-09 10084 5276 4808 4808 CAPITAL GAINS DIVIDENDS P 1682 1682 1682 8715 0 43692 814586 0.053637 34839 797432 0.043689 44425 759538 0.058490 47297 798330 0.059245 46623 834644 0.055860 0.270921 0.054184 806227 43685 190 43875 51581 X 190 0 190 0 190 905 0 0 905 0 715 715 0 0 0 0 0 0 0 0 0 0 0 1 1 NC 1 0 0 0 0 1 N/A EDWARD KIZER 8287075376 31 WESTGATE ROAD ASHEVILLE NC 28806 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PAGE B KIZER 2736 CHERRY LANE DENVER NC 28037 CHAIRMAN OF BOARD 2.00 0 0 296 R EDWARD KIZER JR 2736 CHERRY LANE DENVER NC 28037 SECRETARY 1.00 0 0 0 EDWARD B KIZER 31 WESTGATE ROAD ASHEVILLE NC 28806 TREASURER 1.00 8500 0 379 NONE 0 NONE 0 0 798217 20288 0 818505 0 0 818505 12278 806227 40311 40311 190 190 40121 0 40121 0 40121 51581 0 51581 190 51391 40121 11964 0 0 51581 11964 0 0 39617 0 0 0 0 0 0 0 0 504 0 0 0 X ASHEVILLE COUNTY SCHOOLS FOUNDATION 85 MOUNTAIN STREET ASHEVILLE NC 28802 PC GENERAL PURPOSE SUPPORT 20000 AUGUSTINE LITERACY PROJECT 115 WEST SEVENTH STREET CHARLOTTE NC 28202 PC GENERAL PURPOSE SUPPORT 500 BLUE RIDGE PARKWAY FOUNDATION 717 SOUTH MARSHALL STREET SUITE 105 B WINSTONSALEM NC 27101 PC GENERAL PURPOSE SUPPORT 500 CATAWBA LAND CONSERVANCY 105 W MOREHEAD STREET CHARLOTTE NC 28202 PC GENERAL PURPOSE SUPPORT 500 CHARLOTTE RESCUE MISSION 907 WEST FIRST STREET CHARLOTTE NC 28202 PC GENERAL PURPOSE SUPPORT 1000 CHARLOTTE SYMPHONY ORCHESTRA SOCIETY INC 128 S TRYON ST NO 300 CHARLOTTE NC 28202 PC GENERAL PURPOSE SUPPORT 5000 FIRST PRESBYTERIAN CHURCH 200 WEST TRADE STREET CHARLOTTE NC 28202 PC GENREAL PURPOSE SUPPORT 3500 HEART MATH TUTORING INC PO BOX 30623 CHARLOTTE NC 28230 PC GENERAL PURPOSE SUPPORT 1500 HOPEWAY FOUNDATION 1717 SHARON ROAD WEST CHARLOTTE NC 28210 PC GENERAL PURPOSE SUPPORT 1000 LEAF COMMUNITY ARTS 377 LAKE EDEN RD BLACK MOUNTAIN NC 28711 PC GENERAL PURPOSE SUPPORT 2000 MOUNTAINTRUE 29 NORTH MARKET STREET ASHEVILLE NC 28801 PC GENERAL PURPOSE SUPPORT 3500 OPEN DOORS OF ASHEVILLE 2953 PULLMAN STREET SANTA ANA CA 927055840 PC GENERAL PURPOSE SUPPORT 2000 FOUNDATION FOR THE CAROLINAS 220 N TRYON STREET CHARLOTTE NC 28202 PC GENERAL PURPOSE SUPPORT 500 SAVE A YOUNG LIFE FOUNDATION INC 23-47 26 STREET ASTORIA NY 11105 PC GENERAL PURPOSE SUPPORT 500 42000 0 14 16559 18 8715 0 25274 0 25274 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION 1850 0 1850 CORPORATE BONDS 219581 219816 CORPORATE STOCK 354615 631674 ADJUSTMENT FOR ACCRUED DIVIDENDS 111 INVESTMENT MANAGEMENT FEES 4872 4872 0