2018-05-15T09:01:53-05:00 2017-12-31 561434747 GREERWALKER LLP 227 WEST TRADE ST SUITE 1100 CHARLOTTE NC 28202 990PF 2017-01-01 591750571 THE PAUL AND MARGARET PORTER CHARITABLE FOUNDATION PAUL 9803875846 NC1-028-26-09 150 N COLLEGE STREET CHARLOTTE NC 28255 J WILLIAM PORTER SECRETARY 9803875846 2018-05-10 1 PAULA P TILLEY P00051456 7043770239 2018-05-10 2017 2022-09-23 18:48:47Z X 6932096 X X 241 241 152044 152044 96303 412004 96303 43373 398 291961 248986 0 0 0 57870 0 57870 59544 44658 14886 16285 4585 0 8534 4267 4267 3453 2545 0 145686 56055 77023 195742 195742 341428 56055 272765 -49467 192931 514828 399333 399333 5312205 5356599 6183812 112576 108339 348951 5939609 5864271 6932096 47 0 47 0 X 0 0 0 0 5939562 5864271 5939562 5864271 5939609 5864271 5939562 -49467 143 5890238 25967 5864271 US TRUST #74031 P 6 6 0 0 US TRUST #74031 P 31560 33996 -2436 -2436 US TRUST #74032 P 74187 55586 18601 18601 US TRUST #74033 P 278797 226063 52734 52734 FROM K-1 SANDESTIN BEACH HOTEL P 50 -50 -50 CAPITAL GAINS DIVIDENDS P 27454 27454 27454 96303 0 237932 6150422 0.038685 216047 6470418 0.033390 141230 3038551 0.046479 52287 968453 0.053990 41704 931282 0.044781 0.217325 0.043465 6607647 287201 1929 289130 272765 3859 0 3859 0 3859 4942 0 0 4942 X 0 1083 1083 0 0 0 0 0 0 0 0 0 1 1 0 1 1 NC 1 0 0 0 0 1 PORTERFOUNDATION.ORG ROBERT R FOX 9806839845 NC1-028-26-09 150 N COLLEGE ST CHARLOTTE NC 28255 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 US TRUST 150 N COLLEGE ST STE 2800 CHARLOTTE NC 28255 INVESTMENT/ADVISORY 59544 0 0 5801616 512966 393689 6708271 0 0 6708271 100624 6607647 330382 330382 3859 6297 10156 320226 0 320226 0 320226 272765 0 272765 0 272765 320226 151430 0 0 272765 151430 0 0 121335 0 0 0 0 0 0 0 0 198891 0 0 0 ROBERT R FOX NC1-028-26-09 150 N COLLEGE STREET CHARLOTTE NC 28255 9806839845 ROBERT.R.FOX@USTRUST.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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