2026-05-08T14:37:58-05:00 2025-06-30 260058143 CAPFINANCIAL PARTNERS LLC 2375 E CAMELBACK ROAD STE 700 PHOENIX AZ 85016 990PF 2024-07-01 205227614 RAYMOND B YINGLING FOUNDATION RAYM 9106289485 BOX 8264 NC HIGHWAY 130 EAST FAIRMONT NC 28340 CAROLYN J MALION PRESIDENT 9106289485 2026-05-08 1 1 JENNIFER WERTHEIM P01252754 8002221232 2026-05-08 2024 2025-03-06 01:10:19Z X 2128575 X 367702 55241 55241 288648 915325 288648 711591 343889 0 0 0 0 0 15496 15496 0 0 453 453 0 0 15949 15949 0 0 65000 65000 80949 15949 0 65000 630642 327940 0 38504 41395 41395 1190732 1561385 1561385 393301 525795 525795 1622537 2128575 2128575 0 0 X 0 0 0 0 1622537 2128575 1622537 2128575 1622537 2128575 1622537 630642 0 2253179 124604 2128575 FIDELITY 657-5425 2024-07-01 2025-06-30 189857 186190 3667 3667 FIDELITY 657-5425 2023-07-01 2025-06-30 711754 440487 271267 271267 CAPITAL GAINS DIVIDENDS P 13714 13714 13714 288648 4558 0 4558 0 4558 2248 0 0 0 2248 X 0 2310 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 1997687 38505 0 2036192 0 0 2036192 30543 2005649 100282 100282 4558 4558 95724 0 95724 0 95724 65000 0 65000 95724 0 0 30990 3410 34400 65000 0 0 0 65000 0 30724 30724 3676 0 0 0 0 0 0 266 3410 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 55241 18 288648 0 343889 0 343889 0 0 0 0 0 0 0 0 0 0 X X 1 HAROLD E MALION JR BOX 8264 NC HWY 130 E FAIRMONT NC 28340 183851 X 2 CAROLYN J MALION BOX 8264 NC HWY 130 E FAIRMONT NC 28340 183851 X 1 1,130 SHARES OF PROCTER AND GAMBLE CO. COMMON STOCK 183851 2024-07-01 2 1,130 SHARES OF PROCTER AND GAMBLE CO. COMMON STOCK 183851 2024-07-01 BAIRD INTER BOND FD INSTL CL 202325 202325 DOUBLELINE LOW DURATION BOND CL I 79946 79946 GUGGENHEIM TOTAL RETURN BOND FD INSTL 162166 162166 PIMCO INCOME FUND INSTITUTIONAL FUND 81358 81358 FIDELITY 500 INDEX FUND 468264 468264 JPMORGAN LARGE CAP GROWTH CLASS I 105170 105170 MFS INTERNATIONAL GROWTH FD CL I 100318 100318 SCHWAB FUNDAMENTAL U.S. LARGE CO INDEX 89862 89862 T ROWE PRICE INTGD US SM CAP GR EQ FD 34124 34124 VANGUARD INDEX FDS VANGUARD VALUE 102509 102509 ISHARES TR 7-10 YR TRSY BD 80447 80447 ISHARES TRUST 1-3 YEAR TREASURY BOND 111861 111861 GQG PARTNERS INTL QUALITY DIV INC INST 63519 63519 SCHWAB FUNDAMENTAL INTL EQUITY 74825 74825 ISHARE TR CORE MSCI TOTAL 82722 82722 VANGUARD MEGA CAP GROWTH INDEX FUND 113513 113513 VANGUARD SMALL CAP VALUE ETF 35102 35102 ISHARES TR 3 7 YR TREAS BD 76218 76218 SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 22931 22931 UNREALIZED LOSS 124604 INVESTMENT FEES 15496 15496 0 0 FOREIGN TAX 453 453 0 0