MARGARET T PETRIE FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: MARGARET T PETRIE FOUNDATION (EIN 81-0793232)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-11-25
IRS object ID: 202423309349100402
Schema version: 2023v5.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Accounting Fees Schedule
Applied To Prior Year Election
Gain Loss Sale Other Assets Sch
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Investments Other Schedule2
Legal Fees Schedule
Other Expenses Schedule
Other Income Schedule2
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-11-25T08:24:08-06:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	872525370	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CITRIN COOPERMAN ADVISORS LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	100 EUROPA DRIVE SUITE 445	AddressLine1Txt
City	CHAPEL HILL	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	27517	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	810793232	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MARGARET T PETRIE FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	MARG	BusinessNameControlTxt
Phone	9194021740	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	501 EASTOWNE DR SUITE 130	AddressLine1Txt
City	CHAPEL HILL	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	27514	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	SARAH ELIZABETH TILLMANN	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	9194021740	PhoneNum
Signature	2024-11-15	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	DAVID L HUNTOON	PreparerPersonNm
PTIN	P00078294	PTIN
Phone	9199684911	PhoneNum
Preparation	2024-11-15	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2024-10-15 13:58:12Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$8,012,350	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$358	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$358	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$205,289	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$205,289	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$246,481	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$3,712,969	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$247,018	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	-$2,240	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$63	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$449,888	TotalRevAndExpnssAmt
Total Net Invst Incm	$452,728	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$38,267	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$38,267	CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss	$23,058	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$23,058	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$13,206	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$13,206	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$80,345	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$80,345	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$4,167	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$4,167	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$8	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$159,051	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$84,512	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$74,531	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$724,950	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$724,950	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$884,001	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$84,512	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$799,481	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$434,113	ExcessRevenueOverExpensesAmt
Net Investment Income	$368,216	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$14,090	CashBOYAmt
Cash EOY	$42,138	CashEOYAmt
Cash EOYFMV	$42,138	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$184,717	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$120,386	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$120,386	SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY	$969,237	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$732,355	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$721,456	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$4,874,515	CorporateStockBOYAmt
Corporate Stock EOY	$4,948,689	CorporateStockEOYAmt
Corporate Stock EOYFMV	$6,333,413	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$1,015,963	CorporateBondsBOYAmt
Corporate Bonds EOY	$709,662	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$686,862	CorporateBondsEOYFMVAmt
Other Investments BOY	$15,003	OtherInvestmentsBOYAmt
Other Investments EOY	$86,182	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$108,095	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$7,073,525	TotalAssetsBOYAmt
Total Assets EOY	$6,639,412	TotalAssetsEOYAmt
Total Assets EOYFMV	$8,012,350	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$7,073,525	RetainedEarningBOYAmt
Retained Earning EOY	$6,639,412	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$7,073,525	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$6,639,412	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$7,073,525	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$6,639,412	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$7,073,525	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$434,113	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$6,639,412	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$6,639,412	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	PUBLICLY TRADED SECURITIES	PropertyDesc
How Acquired	P	HowAcquiredCd
Gross Sales Price	$3,712,473	GrossSalesPriceAmt
Cost Or Other Basis	$3,465,455	CostOrOtherBasisAmt
Gain Or Loss	$247,018	GainOrLossAmt
Gains Minus Excess Or Losses	$247,018	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$247,018	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$5,118	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$5,118	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$5,118	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$10,558	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$10,558	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$5,440	OverpaymentAmt
Applied To ES Tax	$5,440	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	NC	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	FDNWEB.ORG/PETRIE/	WebsiteAddressTxt
Individual With Books	SARAH ELIZABETH TILLMAN	IndividualWithBooksNm
Phone	9194021740	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	501 EASTOWNE DR STE 130	AddressLine1Txt
City	CHAPEL HILL	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	27514	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	Yes (1)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	0	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	SARAH ELIZABETH TILLMAN	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	510 EASTOWNE DRIVE SUITE 130	AddressLine1Txt
City	CHAPEL HILL	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	27514	ZIPCd

Field	Value	IRS element (for citing)
Title	TRUSTEE	TitleTxt
Average Hrs Per Wk Devoted To Pos	4.00	AverageHrsPerWkDevotedToPosRt
Compensation	$38,267	CompensationAmt
Employee Benefit Program	$0	EmployeeBenefitProgramAmt
Expense Account Other Allwnc	$0	ExpenseAccountOtherAllwncAmt

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MEADOWBROOK WEALTH MANAGEMENT	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1044 FRANKLIN AVE STE 204	AddressLine1Txt
City	GARDEN CITY	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11530	ZIPCd

Field	Value	IRS element (for citing)
Service Type	INVESTMENT MANAGEMENT	ServiceTypeTxt
Compensation	$79,365	CompensationAmt

Field	Value	IRS element (for citing)
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$7,660,799	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$365,463	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$8,026,262	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$8,026,262	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$120,394	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$7,905,868	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$395,293	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$395,293	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$5,118	TaxBasedOnInvestmentIncomeAmt
Total Tax	$5,118	TotalTaxAmt
Distributable Before Adj	$390,175	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$390,175	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$390,175	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$799,481	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$799,481	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$390,175	DistributableAsAdjustedAmt
Undistributed Income PY	$252,041	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$799,481	QualifyingDistributionsAmt
Applied To Year1	$252,041	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$390,175	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$157,265	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$157,265	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$157,265	ExcessDistriCyovToNextYrAmt
Excess From Current Year	$157,265	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	THE PETRIE FOUNDATION	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	501 EASTOWNE DR STE 130	AddressLine1Txt
City	CHAPEL HILL	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	27514	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	9194021740	RecipientPhoneNum
Recipient Email Address	INFO@PETRIEFOUNDATION.ORG	RecipientEmailAddressTxt
Form And Info And Materials	TO APPLY FOR GRANTS, APPLICANTS SHOULD SUBMIT A LETTER (1-2 PAGES) OF INQUIRY BY EMAIL. THE LETTER SHOULD CONTAIN A BRIEF STATEMENT DESCRIBING THE ORGANIZATION AND A DESCRIPTION OF THE PROJECT FOR WHICH FUNDS ARE BEING REQUESTED. INCLUDE COPY OF OPERATING BUDGET, BUDGET FOR THE PROJECT SPECIFIC REQUEST, DESCRIPTION OF YOUR ORGANIZATIONS MAJOR SOURCES OF FUNDING CURRENTLY AND IN THE PAST, AND A COPY OF IRS DETERMINATION LETTER SHOWING EXEMPTION STATUS.	FormAndInfoAndMaterialsTxt
Submission Deadlines	SUBMISSION DEADLINE IS MAY 1.	SubmissionDeadlinesTxt
Restrictions On Awards	GRANTS ARE GENERALLY MADE BETWEEN $1,000 AND $20,000, ALTHOUGH REQUESTS OUTSIDE EITHER RANGE WILL BE CONSIDERED. GRANTS RESTRICTED TO ORGANIZATIONS WHICH PROVIDE SPAYING AND NEUTERING SERVICES.	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
ANIMAL PROTECTION SOCIETY OF DURHAM
2117 EAST CLUB BOULEVARD	DURHAM	NC	27704	N/A	PC	SUPPORT SPAYING AND NEUTERING THROUGH VOUCHER PROGRAMS	$40,000
BEYOND FENCES
PO BOX 3259	DURHAM	NC	27715	N/A	PC	SUPPORT SPAYING AND NEUTERING TO DOGS AND CATS	$25,000
BLIND CAT RESCUE AND SANCTUARY
3101 E GREAT MARSH CHURCH ROAD	ST PAULS	NC	28384	N/A	PC	SUPPORT SPAYNG AND NEUTERING PROGRAMS	$25,000
BROTHER WOLF ANIMAL RESCUE
PO BOX 8195	ASHEVILLE	NC	28814	N/A	PC	SUPPORT SPAYING AND NEUTERING PROGRAMS	$10,000
CITY OF BURLINGTON ANIMAL SERVICES DEPT
221 STONE QUARRY ROAD	BURLINGTON	NC	27217	N/A	GOV	SUPPORT THE SPAYING AND NEUTERING OF ANIMALS IN THE CITY OF BURLINGTON	$28,000
CALVIN'S PAWS
8311 BRIER CREEK PARKWAY SUITE	RALEIGH	NC	27619	N/A	PC	SUPPORT SPAYING AND NEUTERING PROGRAMS FOR CATS	$3,000	105-418
CAROLINA POODLE RESCUE
6705 UNION HIGHWAY	PACOLET	SC	29372	N/A	PC	SUPPORT SPAYING AND NEUTERING PROGRAMS	$30,000
CAT ANGELS PET ADOPTIONS
959 N HARRISON AVE	CARY	NC	27513	N/A	PC	SUPPORT SPAYING AND NEUTERING PROGRAMS	$11,000
CHATHAM ANIMAL RESCUE AND EDUCATION
PO BOX 610	PITTSBORO	NC	27312	N/A	PC	SUPPORT SPAYING AND NEUTERING PROGRAMS	$18,000
COMMUNITY PARTNERSHIP FOR PETS INC
PO BOX 1021	FLAT ROCK	NC	28731	N/A	PC	SUPPORT SPAYING AND NEUTERING PROGRAMS	$30,000
COMPANION ANIMAL CLINIC FOUNDATION
PO BOX 148	SOUTHERN PINES	NC	28388	N/A	PC	SUPPORT SPAYING AND NEUTERING PROGRAMS	$15,000
DOGS DESERVE BETTER
646 WILLARD DR	CREEDMOOR	NC	27522	N/A	PC	PROMOTE AND FACILITATE SPAYING AND NEUTERING OF DOGS IN THE PIEDMONT AREA	$15,000
FERAL CAT ASSSISTANCE PROGRAM
PO BOX 29112	GREENSBORO	NC	27429	N/A	PC	SUPPORT SPAYING AND NEUTERING OF FERAL CATS	$20,000
FRIENDS OF ROCKY MOUNT ANIMAL
PO BOX 8766	ROCKY MOUNT	NC	27804	N/A	PC	SUPPORT THE SPAYING AND NEUTERING PROGRAM IN ROCKY MOUNT	$10,950
GODBEY CREEK CANINE RESCUE
1147 GODBEY ROAD	MOCKSVILLE	NC	27028	N/A	PC	SUPPORT SPAYING AND NEUTERING OF RESCUE DOGS	$5,000
HAPPY HILLS ANIMAL FOUNDATION
3143 HAPPY HILLS DRIVE	STALEY	NC	27355	N/A	PC	SUPPORT SPAYING AND NEUTERING PROGRAMS	$15,000
HUMANE SOCIETY OF BEAUFORT
PO BOX 33	WASHINGTON	NC	27889	N/A	PC	SUPPORT SPAYING AND NEUTERING PROGRAMS IN BEAUFORT	$25,000
HUMANE SOCIETY OF GRANVILLE COUNTY
1537 WILL SUITT ROAD	CREEDMOOR	NC	27522	N/A	PC	SUPPORT SPAYING AND NEUTERING PROGRAMS	$15,000
HUMANE SOLUTION
PO BOX 20712	WINSTON SALEM	NC	27120	N/A	PC	SUPPORT SPAYING AND NEUTERING PROGRAMS	$5,000
INDEPENDENT ANIMAL RESCUE
2018 N LAKESHORE DR	CHAPEL HILL	NC	27514	N/A	PC	SUPPORT SPAYING AND NEUTERING PROGRAMS	$44,000
JOHNSON COUNTY ANIMAL PROTECTION LEAGUE
130 PHYLLIS DR	BENSON	NC	27504	N/A	PC	SUPPORT SPAYING AND NEUTERING PROGRAMS	$8,000
MIA'S MAFIA
607 WEBSTER ST	CARY	NC	27511	N/A	PC	SUPPORT NEUTERING OF ANIMALS IN NEED	$9,000
ORANGE COUNTY ANIMAL SERVICES
1601 EUBANKS ROAD	CHAPEL HILL	NC	27514	N/A	GOV	SUPPORT SPAYING AND NEUTERING PROGRAMS	$15,000
PAWS 4 EVER
6311 NICKS ROAD	MEBANE	NC	27302	N/A	PC	SUPPORT SPAYING AND NEUTERING PROGRAMS FOR DOGS AND CATS	$11,000
PAWS AND LOVE
610 W 15TH ST SUITE 18	WASHINGTON	NC	27889	N/A	PC	SUPPORT SPAYING AND NEUTERING OF CATS	$15,000
PAWS FOR LIFE NC
PO BOX 338	YOUNGSVILLE	NC	27596	N/A	PC	SUPPORT SPAYING AND NEUTERING PROGRAMS	$20,000
PAWS OF HERTFORD CO
PO BOX 153	MURFREESBORO	NC	27855	N/A	PC	SUPPORT SPAYING AND NEUTERING PROGRAMS FOR RESCUE DOGS AND CATS	$30,000
PAWS PRAYERS & PROMISES
685 CARRIAGE ROW	TRYON	NC	28782	N/A	PC	SUPPORT OF SPAYING AND NEUTERING PROGRAM	$20,000
PAWS OF RUTHERFORD COUNTY (PAWS RC)
143 VILLAGE ROAD	LAKE LURE	NC	28746	N/A	PC	SUPPORT SPAYING AND NEUTERING PROGRAMS IN RUTHERFORD COUNTY	$25,000
PET FOOD PANTRY OF EASTERN
PO BOX 2492	GREENVILLE	NC	27836	N/A	PC	SUPPORT SPAYING AND NEUTERING PROGRAM FOR PET OWNERS WHO ARE STRUGGLING FINANCIALLY	$12,000
RUIN CREEK ANIMAL PROTECTION
165 US HWY 158 BYPASS	HENDERSON	NC	27537	N/A	PC	SUPPORT SPAYING AND NEUTERING PROGRAMS FOR ADOPTABLE PETS IN VANCE COUNTY	$20,000
SAFE HAVEN FOR CATS
8431 GARVEY DR STE 137	RALEIGH	NC	27616	N/A	PC	SUPPORT SPAYING AND NEUTERING PROGRAMS FOR CATS	$45,000
SAVING GRACE ANIMALS FOR ADOPTION INC
13400 OLD CREEDMOOR RD	WAKE FOREST	NC	27587	N/A	PC	SUPPORT SPAYING AND NEUTERING PROGRAMS	$20,000
SECOND CHANCE PET ADOPTIONS
6003 CHAPEL HILL RD SUITE 133	RALEIGH	NC	27607	N/A	PC	SUPPORT PROGRAM TO SPAY AND NEUTER PETS AVAILABLE FOR ADOPTION	$25,000
WAKE SPCA
200 PETFINDER LANE	RALEIGH	NC	27603	N/A	PC	SUPPORT SPAYING AND NEUTERING PROGRAMS	$10,000
WARREN COUNTY ANIMAL SHELTER
142 RAFTERS LANE	WARRENTON	NC	27589	N/A	PC	SUPPORT SPAYING AND NEUTERING PROGRAMS IN WARREN COUNTY	$30,000
WILMINGTON ANIMAL CENTRIX
1920 ANN ST	WILMINGTON	NC	28401	N/A	PC	SUPPORT SPAYING AND NEUTERING PROGRAMS	$20,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$724,950	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$358	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$205,289	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Business	901101	BusinessCd
Unrelated Business Taxbl Incm	$496	UnrelatedBusinessTaxblIncmAmt
Exclusion	18	ExclusionCd
Exclusion	$245,985	ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDesc	BusinessBusinessCd	Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt	ExclusionExclusionCd	ExclusionExclusionAmt
K-1 INCOME/LOSS	901101	-$2,303	18	$36
MISCELLANEOUS INCOME			14	$27

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	-$1,807	UnrelatedBusinessTaxblIncmAmt
Exclusion	$451,695	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$449,888	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	RETURN PREPARATION AND TAX COMPLIANCE	CategoryTxt
Amt	$13,206	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$13,206	DisbursementsCharitablePrpsAmt

Applied To Prior Year Election AppliedToPriorYearElection

Field	Value	IRS element (for citing)
Election	PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE FOUNDATION ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF THE UNDISTRIBUTED INCOME FROM THE 2016 TAX YEAR IN THE AMOUNT OF 7,590.	ElectionDesc

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDesc	How AcquiredHowAcquiredTxt	Gross Sales PriceGrossSalesPriceAmt	Basis MethodBasisMethodTxt	Sales ExpenseSalesExpenseAmt	Total NetTotalNetAmt
MPLX LP 751 GAIN	PURCHASED	$466	COST	$0	$466
ENTERPRISE PRODUCTS PARTNERS L.P. 751 GAIN	PURCHASED	$30	COST	$0	$30

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	CORPORATE BONDS AND NOTES	BondNm
EOY Book Value	$709,662	EOYBookValueAmt
EOYFMV	$686,862	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
COMMON STOCK	$3,071,299	$4,432,480
VANGUARD FTSE DEVELOPED MKT ETF	$4,035	$4,503
ASSET BACKED SECURITIES	$121,586	$122,949
CLOSED END FUNDS & ETFS	$1,371,215	$1,391,439
MUTUAL FUNDS	$380,554	$382,042

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$732,355	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$721,456	USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY	$0	StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV	$0	StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
ENTERPRISE PRODUCTS PARTNERS LP	AT COST	$16,073	$19,051
MPLX LP	AT COST	$12,130	$31,065
FEDERATED HERMES GOVT	AT COST	$57,979	$57,979

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	GENERAL GOVERNANCE AND COUNSEL	CategoryTxt
Legal Fees	$23,058	LegalFeesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$23,058	DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	K-1 NONDEDUCTIBLE EXPENSES	Desc
Revenue And Expenses Per Books	$8	RevenueAndExpensesPerBooksAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
K-1 INCOME/LOSS	-$2,267	$36	-$2,267
MISCELLANEOUS INCOME	$27	$27	$27

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES	$79,365	$79,365	$0
OTHER FEES	$980	$980	$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FOREIGN TAXES WITHHELD ON INVESTMENT INCOME	CategoryTxt
Amt	$4,167	Amt
Net Investment Income	$4,167	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt