2025-05-15T10:08:55-05:00 2024-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 240 LEIGH FARM ROAD SUITE 450 DURHAM NC 27707 990PF 2024-01-01 810793232 MARGARET T PETRIE FOUNDATION MARG 9194021740 501 EASTOWNE DR SUITE 130 CHAPEL HILL NC 27514 SARAH ELIZABETH TILLMANN TRUSTEE 9194021740 2025-05-12 1 1 DAVID L HUNTOON P00078294 9199684911 2025-05-12 2024 2025-03-06 01:10:19Z X 7787870 X X 95 95 234713 234713 577590 2148703 574854 -1044 95 811354 809757 40122 0 40122 24145 0 24145 15264 0 15264 78722 78722 0 4394 4394 0 671 665 0 163318 83781 79531 923978 923978 1087296 83781 1003509 -275942 725976 42138 35761 35761 120386 144592 144592 732355 990035 981089 4948689 4619653 6031164 709662 534794 522205 86182 38635 73059 6639412 6363470 7787870 0 0 X 0 0 0 0 6639412 6363470 6639412 6363470 6639412 6363470 6639412 -275942 0 6363470 0 6363470 PUBLICLY TRADED SECURITIES P 2145967 1571113 574854 574854 574854 10091 0 10091 0 10091 5440 0 0 0 5440 0 4651 0 0 0 0 0 0 0 0 1 1 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 40122 0 0 NONE 0 MEADOWBROOK WEALTH MANAGEMENT 1044 FRANKLIN AVE STE 204 GARDEN CITY NY 11530 INVESTMENT MANAGEMENT 77699 0 0 7712546 219850 0 7932396 0 0 7932396 118986 7813410 390671 390671 10091 10091 380580 0 380580 0 380580 1003509 0 1003509 380580 0 0 157265 157265 1003509 0 0 0 380580 622929 0 0 780194 0 0 0 0 0 0 0 780194 157265 622929 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 45000 ANIMAL WELFARE LEAGUE OF WAYNE COUNTY PO BOX 11437 GOLDSBORO NC 27532 N/A PC SUPPORT SPAYING AND NEUTERING PROGRAMS 5000 BEYOND FENCES PO BOX 3259 DURHAM NC 27715 N/A PC SUPPORT SPAYING AND NEUTERING TO DOGS AND CATS 30000 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 CAROLINA POODLE RESCUE 6705 UNION HIGHWAY PACOLET SC 29372 N/A PC SUPPORT SPAYING AND NEUTERING PROGRAMS 35000 CATMAN2 INC 635 BO COVE ROAD CULLOWHEE NC 28723 N/A PC SUPPORT SPAYING AND NEUTERING PROGRAMS 5000 CHATHAM ANIMAL RESCUE AND EDUCATION PO BOX 610 PITTSBORO NC 27312 N/A PC SUPPORT SPAYING AND NEUTERING PROGRAMS 20675 CITY OF BURLINGTON ANIMAL SERVICES DEPT 221 STONE QUARRY ROAD BURLINGTON NC 27217 N/A GOV 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 18000 FERAL CAT ASSSISTANCE PROGRAM PO BOX 29112 GREENSBORO NC 27429 N/A PC SUPPORT SPAYING AND NEUTERING OF FERAL CATS 25000 FRIENDS OF ROCKY MOUNT ANIMAL PO BOX 8766 ROCKY MOUNT NC 27804 N/A PC SUPPORT THE SPAYING AND NEUTERING PROGRAM IN ROCKY MOUNT 15000 FRIENDS OF THE STOKES SHELTER INC 1111 DODGETOWN ROAD WALNUT COVE NC 27052 N/A PC SUPPORT SPAYING AND NEUTERING PROGRAMS 24441 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 HEART OF THE FOOTHILLS ANIMAL RESCUE 380 US-221 RUTHERFORDTON NC 28139 N/A PC SUPPORT SPAYING AND NEUTERING PROGRAMS 20000 HUMANE SOCIETY OF BEAUFORT COUNTY PO BOX 33 WASHINGTON NC 27889 N/A PC SUPPORT SPAYING AND NEUTERING PROGRAMS IN BEAUFORT 25000 HUMANE SOCIETY OF EASTERN CAROLINA 3520 TUPPER DR GREENVILLE NC 27834 N/A PC SUPPORT SPAYING AND NEUTERING PROGRAMS 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 7500 INDEPENDENT ANIMAL RESCUE 2018 N LAKESHORE DR CHAPEL HILL NC 27514 N/A PC SUPPORT SPAYING AND NEUTERING PROGRAMS 50000 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 10000 MONTGOMERY COUNTY ANIMAL SERVICES 442 LANDFILL ROAD MT GILEAD NC 27306 N/A PC SUPPORT SPAYING AND NEUTERING PROGRAMS 20000 NC FERAL CAT COALITION 6300 STREETER DR HOPE MILLS NC 28348 N/A PC SUPPORT SPAYING AND NEUTERING PROGRAMS 10000 ORANGE COUNTY ANIMAL SERVICES 1601 EUBANKS ROAD CHAPEL HILL NC 27516 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 13000 PAWS 4 PURPOSE NC PO BOX 1213 SNEADS FERRY NC 28460 N/A PC SUPPORT SPAYING AND NEUTERING PROGRAMS 15000 PAWS AND LOVE 610 W 15TH ST SUITE 18 WASHINGTON NC 27889 N/A PC SUPPORT SPAYING AND NEUTERING OF CATS 8862 PAWS FOR LIFE NC PO BOX 338 YOUNGSVILLE NC 27596 N/A PC SUPPORT SPAYING AND NEUTERING PROGRAMS 30000 PAWS OF HERTFORD COUNTY PO BOX 153 MURFREESBORO NC 27855 N/A PC SUPPORT SPAYING AND NEUTERING PROGRAMS FOR RESCUE DOGS AND CATS 35000 PAWS OF RUTHERFORD COUNTY (PAWS RC) 143 VILLAGE ROAD LAKE LURE NC 28746 N/A PC SUPPORT SPAYING AND NEUTERING PROGRAMS IN RUTHERFORD COUNTY 35000 PAWS PRAYERS & PROMISES 685 CARRIAGE ROW TRYON NC 28782 N/A PC SUPPORT OF SPAYING AND NEUTERING PROGRAM 24000 PAWSITIVE SHELTER VOLUNTEERS 395 COTTAGE VIEW DR FRANKLIN NC 28734 N/A PC SUPPORT SPAYING AND NEUTERING PROGRAMS 10000 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 19500 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 5000 RUTHERFORD COUNTY HUMANE SOCIETY INC PO BOX 998 RUTHERFORDTON NC 28139 N/A PC SUPPORT SPAYING AND NEUTERING PROGRAMS 25000 SAFE HAVEN FOR CATS 8431 GARVEY DR STE 137 RALEIGH NC 27616 N/A PC SUPPORT SPAYING AND NEUTERING PROGRAMS FOR CATS 35000 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 SPARKLE CAT RESCUE 2779 S CHURCH ST STE 164 BURLINGTON NC 27215 N/A PC SUPPORT SPAYING AND NEUTERING PROGRAMS 25000 WARREN COUNTY ANIMAL SHELTER 142 RAFTERS LANE WARRENTON NC 27589 N/A PC SUPPORT SPAYING AND NEUTERING PROGRAMS IN WARREN COUNTY 45000 WILMINGTON ANIMAL CENTRIX 1920 ANN ST WILMINGTON NC 28401 N/A PC SUPPORT SPAYING AND NEUTERING PROGRAMS 30000 WINDSOR KITTENS 3034 DUNAIRE DR CHARLOTTE NC 28205 N/A PC SUPPORT SPAYING AND NEUTERING PROGRAMS 15000 923978 0 14 95 14 234713 901101 2736 18 574854 K-1 INCOME 901101 -1139 14 95 1597 809757 0 811354 0 0 0 0 0 0 0 0 0 0 RETURN PREPARATION AND TAX COMPLIANCE 15264 0 15264 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. 751 GAIN ON DISPOSAL OF PTP UNITS PURCHASED 2736 COST 0 2736 CORPORATE BONDS AND NOTES 534794 522205 CLOSED END FUNDS & ETFS 1313565 1304356 COMMON STOCK 2925229 4340363 MUTUAL FUNDS 380859 386445 990035 981089 0 0 FEDERATED HERMES GOVT AT COST 18965 18965 ENTERPRISE PRODUCTS PARTNERS LP AT COST 11046 19443 MPLX LP AT COST 8624 34651 GENERAL GOVERNANCE AND COUNSEL 24145 0 24145 K-1 NONDEDUCTIBLE EXPENSES 6 0 0 MISCELLANEOUS EXPENSES 80 80 0 OFFICE EXPENSES 585 585 0 K-1 INCOME -1044 95 -1044 INVESTMENT MANAGEMENT FEES 77699 77699 0 OTHER FEES 1023 1023 0 FOREIGN TAXES WITHHELD ON INVESTMENT INCOME 4394 4394 0