2024-11-25T08:24:08-06:00 2023-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 100 EUROPA DRIVE SUITE 445 CHAPEL HILL NC 27517 990PF 2023-01-01 810793232 MARGARET T PETRIE FOUNDATION MARG 9194021740 501 EASTOWNE DR SUITE 130 CHAPEL HILL NC 27514 SARAH ELIZABETH TILLMANN TRUSTEE 9194021740 2024-11-15 1 1 DAVID L HUNTOON P00078294 9199684911 2024-11-15 2023 2024-10-15 13:58:12Z X 8012350 X X 358 358 205289 205289 246481 3712969 247018 -2240 63 449888 452728 38267 0 38267 23058 0 23058 13206 0 13206 80345 80345 0 4167 4167 0 8 0 0 159051 84512 74531 724950 724950 884001 84512 799481 -434113 368216 14090 42138 42138 184717 120386 120386 969237 732355 721456 4874515 4948689 6333413 1015963 709662 686862 15003 86182 108095 7073525 6639412 8012350 0 0 X 0 0 0 0 7073525 6639412 7073525 6639412 7073525 6639412 7073525 -434113 0 6639412 0 6639412 PUBLICLY TRADED SECURITIES P 3712473 3465455 247018 247018 247018 5118 0 5118 0 5118 10558 0 0 0 10558 0 5440 5440 0 0 0 0 0 0 0 0 0 0 0 1 1 NC 1 0 0 0 0 1 FDNWEB.ORG/PETRIE/ SARAH ELIZABETH TILLMAN 9194021740 501 EASTOWNE DR STE 130 CHAPEL HILL NC 27514 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SARAH ELIZABETH TILLMAN 510 EASTOWNE DRIVE SUITE 130 CHAPEL HILL NC 27514 TRUSTEE 4.00 38267 0 0 NONE 0 MEADOWBROOK WEALTH MANAGEMENT 1044 FRANKLIN AVE STE 204 GARDEN CITY NY 11530 INVESTMENT MANAGEMENT 79365 0 0 7660799 365463 0 8026262 0 0 8026262 120394 7905868 395293 395293 5118 5118 390175 0 390175 0 390175 799481 0 799481 390175 252041 0 0 799481 252041 0 0 390175 157265 0 0 157265 0 0 0 0 0 0 0 157265 157265 THE PETRIE FOUNDATION 501 EASTOWNE DR STE 130 CHAPEL HILL NC 27514 9194021740 INFO@PETRIEFOUNDATION.ORG 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. SUBMISSION DEADLINE IS MAY 1. 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. ANIMAL PROTECTION SOCIETY OF DURHAM 2117 EAST CLUB BOULEVARD DURHAM NC 27704 N/A PC SUPPORT SPAYING AND NEUTERING THROUGH VOUCHER PROGRAMS 40000 BEYOND FENCES PO BOX 3259 DURHAM NC 27715 N/A PC SUPPORT SPAYING AND NEUTERING TO DOGS AND CATS 25000 BLIND CAT RESCUE AND SANCTUARY 3101 E GREAT MARSH CHURCH ROAD ST PAULS NC 28384 N/A PC SUPPORT SPAYNG AND NEUTERING PROGRAMS 25000 BROTHER WOLF ANIMAL RESCUE PO BOX 8195 ASHEVILLE NC 28814 N/A PC SUPPORT SPAYING AND NEUTERING PROGRAMS 10000 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 28000 CALVIN'S PAWS 8311 BRIER CREEK PARKWAY SUITE 105-418 RALEIGH NC 27619 N/A PC SUPPORT SPAYING AND NEUTERING PROGRAMS FOR CATS 3000 CAROLINA POODLE RESCUE 6705 UNION HIGHWAY PACOLET SC 29372 N/A PC SUPPORT SPAYING AND NEUTERING PROGRAMS 30000 CAT ANGELS PET ADOPTIONS 959 N HARRISON AVE CARY NC 27513 N/A PC SUPPORT SPAYING AND NEUTERING PROGRAMS 11000 CHATHAM ANIMAL RESCUE AND EDUCATION PO BOX 610 PITTSBORO NC 27312 N/A PC SUPPORT SPAYING AND NEUTERING PROGRAMS 18000 COMMUNITY PARTNERSHIP FOR PETS INC PO BOX 1021 FLAT ROCK NC 28731 N/A PC SUPPORT SPAYING AND NEUTERING PROGRAMS 30000 COMPANION ANIMAL CLINIC FOUNDATION PO BOX 148 SOUTHERN PINES NC 28388 N/A PC SUPPORT SPAYING AND NEUTERING PROGRAMS 15000 DOGS DESERVE BETTER 646 WILLARD DR CREEDMOOR NC 27522 N/A PC PROMOTE AND FACILITATE SPAYING AND NEUTERING OF DOGS IN THE PIEDMONT AREA 15000 FERAL CAT ASSSISTANCE PROGRAM PO BOX 29112 GREENSBORO NC 27429 N/A PC SUPPORT SPAYING AND NEUTERING OF FERAL CATS 20000 FRIENDS OF ROCKY MOUNT ANIMAL PO BOX 8766 ROCKY MOUNT NC 27804 N/A PC SUPPORT THE SPAYING AND NEUTERING PROGRAM IN ROCKY MOUNT 10950 GODBEY CREEK CANINE RESCUE 1147 GODBEY ROAD MOCKSVILLE NC 27028 N/A PC SUPPORT SPAYING AND NEUTERING OF RESCUE DOGS 5000 HAPPY HILLS ANIMAL FOUNDATION 3143 HAPPY HILLS DRIVE STALEY NC 27355 N/A PC SUPPORT SPAYING AND NEUTERING PROGRAMS 15000 HUMANE SOCIETY OF BEAUFORT PO BOX 33 WASHINGTON NC 27889 N/A PC SUPPORT SPAYING AND NEUTERING PROGRAMS IN BEAUFORT 25000 HUMANE SOCIETY OF GRANVILLE COUNTY 1537 WILL SUITT ROAD CREEDMOOR NC 27522 N/A PC SUPPORT SPAYING AND NEUTERING PROGRAMS 15000 HUMANE SOLUTION PO BOX 20712 WINSTON SALEM NC 27120 N/A PC SUPPORT SPAYING AND NEUTERING PROGRAMS 5000 INDEPENDENT ANIMAL RESCUE 2018 N LAKESHORE DR CHAPEL HILL NC 27514 N/A PC SUPPORT SPAYING AND NEUTERING PROGRAMS 44000 JOHNSON COUNTY ANIMAL PROTECTION LEAGUE 130 PHYLLIS DR BENSON NC 27504 N/A PC SUPPORT SPAYING AND NEUTERING PROGRAMS 8000 MIA'S MAFIA 607 WEBSTER ST CARY NC 27511 N/A PC SUPPORT NEUTERING OF ANIMALS IN NEED 9000 ORANGE COUNTY ANIMAL SERVICES 1601 EUBANKS ROAD CHAPEL HILL NC 27514 N/A GOV SUPPORT SPAYING AND NEUTERING PROGRAMS 15000 PAWS 4 EVER 6311 NICKS ROAD MEBANE NC 27302 N/A PC SUPPORT SPAYING AND NEUTERING PROGRAMS FOR DOGS AND CATS 11000 PAWS AND LOVE 610 W 15TH ST SUITE 18 WASHINGTON NC 27889 N/A PC SUPPORT SPAYING AND NEUTERING OF CATS 15000 PAWS FOR LIFE NC PO BOX 338 YOUNGSVILLE NC 27596 N/A PC SUPPORT SPAYING AND NEUTERING PROGRAMS 20000 PAWS OF HERTFORD CO PO BOX 153 MURFREESBORO NC 27855 N/A PC SUPPORT SPAYING AND NEUTERING PROGRAMS FOR RESCUE DOGS AND CATS 30000 PAWS PRAYERS & PROMISES 685 CARRIAGE ROW TRYON NC 28782 N/A PC SUPPORT OF SPAYING AND NEUTERING PROGRAM 20000 PAWS OF RUTHERFORD COUNTY (PAWS RC) 143 VILLAGE ROAD LAKE LURE NC 28746 N/A PC SUPPORT SPAYING AND NEUTERING PROGRAMS IN RUTHERFORD COUNTY 25000 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 12000 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 20000 SAFE HAVEN FOR CATS 8431 GARVEY DR STE 137 RALEIGH NC 27616 N/A PC SUPPORT SPAYING AND NEUTERING PROGRAMS FOR CATS 45000 SAVING GRACE ANIMALS FOR ADOPTION INC 13400 OLD CREEDMOOR RD WAKE FOREST NC 27587 N/A PC SUPPORT SPAYING AND NEUTERING PROGRAMS 20000 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 25000 WAKE SPCA 200 PETFINDER LANE RALEIGH NC 27603 N/A PC SUPPORT SPAYING AND NEUTERING PROGRAMS 10000 WARREN COUNTY ANIMAL SHELTER 142 RAFTERS LANE WARRENTON NC 27589 N/A PC SUPPORT SPAYING AND NEUTERING PROGRAMS IN WARREN COUNTY 30000 WILMINGTON ANIMAL CENTRIX 1920 ANN ST WILMINGTON NC 28401 N/A PC SUPPORT SPAYING AND NEUTERING PROGRAMS 20000 724950 0 14 358 14 205289 901101 496 18 245985 K-1 INCOME/LOSS 901101 -2303 18 36 MISCELLANEOUS INCOME 14 27 -1807 451695 0 449888 0 0 0 0 0 0 0 0 0 0 RETURN PREPARATION AND TAX COMPLIANCE 13206 0 13206 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. MPLX LP 751 GAIN PURCHASED 466 COST 0 466 ENTERPRISE PRODUCTS PARTNERS L.P. 751 GAIN PURCHASED 30 COST 0 30 CORPORATE BONDS AND NOTES 709662 686862 COMMON STOCK 3071299 4432480 VANGUARD FTSE DEVELOPED MKT ETF 4035 4503 ASSET BACKED SECURITIES 121586 122949 CLOSED END FUNDS & ETFS 1371215 1391439 MUTUAL FUNDS 380554 382042 732355 721456 0 0 ENTERPRISE PRODUCTS PARTNERS LP AT COST 16073 19051 MPLX LP AT COST 12130 31065 FEDERATED HERMES GOVT AT COST 57979 57979 GENERAL GOVERNANCE AND COUNSEL 23058 0 23058 K-1 NONDEDUCTIBLE EXPENSES 8 0 0 K-1 INCOME/LOSS -2267 36 -2267 MISCELLANEOUS INCOME 27 27 27 INVESTMENT MANAGEMENT FEES 79365 79365 0 OTHER FEES 980 980 0 FOREIGN TAXES WITHHELD ON INVESTMENT INCOME 4167 4167 0