2021-10-28T15:31:44-05:00 2020-12-31 561434747 GREERWALKER LLP 227 WEST TRADE ST SUITE 1100 CHARLOTTE NC 28202 990PF 2020-01-01 591750571 THE PAUL AND MARGARET PORTER CHARITABLE FOUNDATION PAUL 7043628203 6100 FAIRVIEW ROAD 9TH FLOOR CHARLOTTE NC 28210 J WILLIAM PORTER SECRETARY 7043628203 2021-10-28 1 J WILLIAM PORTER 999009999 PAULA P TILLEY P00051456 7043770239 2021-10-28 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 8053646 X X 344 344 136313 136313 227074 4641601 227074 35 35 363766 363766 0 0 0 2400 2400 0 27895 0 24911 53789 40342 13447 6153 1733 0 1014 507 507 35890 0 781 127141 44982 39646 301000 301000 428141 44982 340646 -64375 318784 493951 146284 146284 5446393 5771022 7538481 90763 48530 368881 6031107 5965836 8053646 0 0 X 0 0 0 0 6031107 5965836 6031107 5965836 6031107 5965836 6031107 -64375 14792 5981524 15688 5965836 US TRUST #74301 P 24 25 -1 -1 US TRUST #74033 P 59 61 -2 -2 US TRUST #74033 P 55 76 -21 -21 UBS #1537 P 1358350 1330023 28327 28327 UBS #1537 P 891796 817710 74086 74086 UBS #1536 P 136623 113431 23192 23192 UBS #1536 P 1129022 1002316 126706 126706 UBS #1535 P 156099 163077 -6978 -6978 UBS #1535 P 943973 987808 -43835 -43835 CAPITAL GAINS DIVIDENDS P 25600 25600 25600 227074 4431 0 4431 0 4431 2994 0 5877 0 8871 0 4440 4440 0 0 0 0 0 0 0 0 0 1 1 0 1 1 NC 1 0 0 0 0 1 PORTERFOUNDATION.ORG MITCHELL WICKHAM 7043628203 6100 FAIRVIEW ROAD 9TH FLOOR CHARLOTTE NC 28210 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 ELLEN PORTER WARLICK 401 S TRYON STREET SUITE 3000 CHARLOTTE NC 28202 PRESIDENT 1.00 0 0 0 PATRICIA PORTER TAYLOR 401 S TRYON STREET SUITE 3000 CHARLOTTE NC 28202 VICE PRESIDENT 1.00 0 0 0 SCOTT PORTER 401 S TRYON STREET SUITE 3000 CHARLOTTE NC 28202 TREASURER 1.00 0 0 0 J WILLIAM PORTER 401 S TRYON STREET SUITE 3000 CHARLOTTE NC 28202 SECRETARY 1.00 0 0 0 NONE 0 UBS FINANCIAL SERVICES INC 6100 FAIRVIEW ROAD 9TH FLOOR CHARLOTTE NC 28210 INVESTMENT/ADVISORY 43152 US TRUST 150 N COLLEGE ST STE 2800 CHARLOTTE NC 28255 INVESTMENT/ADVISORY 10637 0 0 6319367 390329 368595 7078291 0 0 7078291 106174 6972117 348606 348606 4431 4431 344175 0 344175 0 344175 340646 0 340646 0 340646 344175 295980 0 0 340646 295980 0 0 44666 0 0 0 0 0 0 0 0 299509 0 0 0 MITCHELL WICKHAM 6100 FAIRVIEW ROAD 9TH FLOOR CHARLOTTE NC 28210 7043628203 MITCHELL.WICKHAM@UBS.COM APPLICANTS MUST COMPLETE AN ONLINE APPLICATION. IN ADDITION, APPLICANTS MUST SUBMIT BY E-MAIL THE FOLLOWING MATERIALS: A COVER LETTER OUTLINING THE REQUEST FOR SUPPORT, SIGNED BY THE ORGANIZATION'S LEADERSHIP, THE OPERATING BUDGET FOR THE CURRENT FISCAL YEAR, INCLUDING SOURCES OF SUPPORT, A LIST OF DIRECTORS OR TRUSTEES AND THEIR AFFILIATIONS, A BRIEF BIOGRAPHY OF THE EXECUTIVE DIRECTOR, A COPY OF THE IRS 501(C)(3) DETERMINATION LETTER OCTOBER 1ST OF EACH YEAR ORGANIZATIONS THAT APPLY FOR FUNDING FROM THE PORTER FOUNDATION MUST BE CLASSIFIED AS PUBLIC CHARITIES AND TAX EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986. THE PORTER FOUNDATION WILL PRIORITIZE SUPPORT FOR EFFORTS THAT PROVIDE K-12 EDUCATION, SOCIAL SERVICES AND MEDICAL AND PALLIATIVE CARE. PROGRAMS OR PROJECTS OF PARTICULAR INTEREST ARE THOSE FOCUSED ON IMPROVING THE QUALITY OF EDUCATION, MEETING BASIC HUMANITARIAN NEEDS, AND ENSURING COMPASSIONATE CARE FOR THE ELDERLY. 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