2023-06-15T08:36:21-05:00 2022-12-31 561434747 GREERWALKER LLP 227 WEST TRADE ST SUITE 1100 CHARLOTTE NC 28202 990PF 2022-01-01 591750571 THE PAUL AND MARGARET PORTER CHARITABLE FOUNDATION PAUL 7047562091 611 KINGSTON WAY FORT MILL SC 29715 J WILLIAM PORTER SECRETARY 7047562091 2023-06-12 1 J WILLIAM PORTER 999009999 0 PAULA P TILLEY P00051456 7043770239 2023-06-12 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X X 6811595 X X 672 672 165802 165802 -20732 9700849 0 6715 2229 152457 168703 0 0 0 23800 0 21394 76048 62279 13769 20871 2871 0 30473 0 4500 151192 65150 39663 321000 321000 472192 65150 360663 -319735 103553 173785 144789 144789 6089588 5896652 6283622 86666 54512 383184 6350039 6095953 6811595 0 69476 0 69476 X 0 0 0 0 6350039 6026477 6350039 6026477 6350039 6095953 6350039 -319735 0 6030304 3827 6026477 UBS #1535 P 4244374 4334423 -90049 -90049 UBS #1536 P 337800 370304 -32504 -32504 UBS #1537 P 1293319 1395337 -102018 -102018 UBS #1535 P 1971508 2182890 -211382 -211382 UBS #1536 P 662083 520805 141278 141278 UBS #1537 P 1175922 917822 258100 258100 CAPITAL GAINS DIVIDENDS P 15843 15843 15843 -20732 1439 0 1439 0 1439 10695 0 0 0 10695 0 9256 9256 0 0 0 0 0 0 0 0 0 1 1 0 1 1 NC 1 0 0 0 0 1 PORTERFOUNDATION.ORG ELIZABETH PRETTY 7047562091 611 KINGSTON WAY FORT MILL SC 29715 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 69199 0 0 6865378 133005 382882 7381265 0 0 7381265 110719 7270546 363527 363527 1439 1439 362088 0 362088 0 362088 360663 0 360663 362088 320210 0 0 360663 320210 0 0 40453 0 0 0 0 0 0 0 0 321635 0 0 0 ELIZABETH PRETTY 611 KINGSTON WAY FORT MILL SC 29715 7047562091 PORTERFOUNDATIONINFO@GMAIL.COM IN 2022, APPLICANTS WERE REQUIRED TO COMPLETE AN ONLINE APPLICATION AND SUBMIT BY EMAIL 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. BEGINNING IN 2023, THE FOUNDATION NO LONGER ACCEPTS UNSOLICITED GRANT REQUESTS. 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. THE FOUNDATION FOCUSES ITS GIVING IN CLEVELAND AND MECKLENBURG COUNTIES IN NORTH CAROLINA, CENTRAL KENTUCKY, BALTIMORE AND CENTRAL MARYLAND, AND CENTRAL VIRGINIA. BLOWING ROCK METHODIST CHURCH 2600 HAMPTON AVE CHARLOTTE NC 28207 PC OPERATIONS 2500 BOYS AND GIRLS CLUB OF CLEVELAND COUNTY INC 412 W SUMTER ST SHELBY NC 28150 PC NEW PROGRAM SITES AND OPERATIONAL SUPPORT 30000 CENTRAL UNITED METHODIST CHURCH 200 E MARION ST SHELBY NC 28150 PC OPERATIONS 10000 CHILDREN'S HOME OF CLEVELAND COUNTY INC PO BOX 2053 SHELBY NC 28151 PC TOWARDS PURCHASE OF A NEW VAN TO PROVIDE EXPANDED VISITATION AND TRANSPORTATION SERVICES 15000 CLEVELAND COUNTY ABUSE PREVENTION COUNCIL INC PO BOX 2589 SHELBY NC 281512589 PC SERVICES AND SUPPORT OF DOMESTIC VIOLENCE VICTIMS 5000 CLEVELAND COUNTY FAMILY YMCA INC 3005 LONGWOOD DR SHELBY NC 28152 PC LOW COST/FREE ACCESS TO RIVERBEND YMCA GOLD COURSE, LIFE SKILLS AND CHARACTER DEVELOPMENT 15000 CLEVELAND COUNTY POTATO PROJECT INC 107 QUAIL HOLLOW DRIVE KINGS MOUNTAIN NC 28026 PC OPERATIONS 5000 CLEVELAND COUNTY SCHOOLS EDUCATIONAL FOUNDATION INC 400 WEST MARION STREET SHELBY NC 28150 PC SENIORS SCHOLAR AWARDS PROGRAM 10000 COMMUNITY MATH ACADEMY PO BOX 687 SHELBY NC 28151 PC ENHANCE EDUCATIONAL OPPORTUNITIES THROUGH SIGNATURE PROGRAMS AND EXTENDED WEEK SMART CAMPS 20000 CURE JM FOUNDATION 19309 WINMEADE DRIVE STE 204 LEESBURG VA 20176 PC SERIES OF EDUCATIONAL TOWN HALLS TO IMPROVE CARE AND OUTCOMES FOR CHILDREN WITH JM 5000 FIRST UNITED METHODIST CHURCH OF CHARLOTTESVILLE 101 E JEFFERSON STREET CHARLOTTESVILLE VA 22902 PC RISE FOR HUNGER, PRESCHOOL AND BREAD & BLESSINGS SOUP KITCHEN 10000 JEFFERSON AREA BOARD FOR AGING INC 674 HILLDALE DRIVE STE 9 CHARLOTTESVILLE VA 22901 PC OPERATIONS 5000 LIFE ENRICHMENT CENTER OF CLEVELAND COUNTY INC 110 LIFE ENRICHMENT BLVD SHELBY NC 281503689 PC INSTALLATION OF SECURITY SYSTEM AND REPLACING CRACKED BASEBOARDS 30000 LOAVES & FISHES FOOD PANTRY 648 GRIFFITH ROAD CHARLOTTE NC 28217 PC OPERATIONS 2500 LOAVES & FISHES FOOD PANTRY 2050 LAMBS ROAD CHARLOTTESVILLE VA 22901 PC ADDITIONAL OUTREACH STAFF 10000 LYNC8 PROJECT CORP 127 JOYCE STREET HARRODSBURG KY 40330 PC PLANE TICKETS TO PUERTO RICO AND MATERIALS FOR BUILDING SUPPLIES 5000 MENTAL HEALTH ASSOCIATION OF CLEVELAND COUNTY PO BOX 623 SHELBY NC 28151 PC OPERATIONS 10000 MYERS PARK UNITED METHODIST CHURCH 1501 QUEENS RD CHARLOTTE NC 28207 PC OPERATIONS 5000 SOUTH MOUNTAIN CHRISTIAN YOUTH CAMP INC PO BOX 9 BOSTIC NC 28018 PC CAMP SCHOLARSHPS 4000 SPREAD THE HEALTH INC 2310 CHANCELLOR ROAD RICHMOND VA 232352714 PC SALARY OF NURSE MIDWIFE, SCHOOL SUPPLIES FOR MEDICAL STUDENT, AND SOLAR POWER SYSTEM 20000 THE LEARNING COLLABORATIVE PO BOX 220488 CHARLOTTE NC 28222 PC FAMILY SCHOOL READINESS PROGRAMS 10000 THE SALVATION ARMY - CLEVELAND COUNTY PO BOX 1764 SHELBY NC 28150 PC OPERATIONS 10000 THE UVA FUND PO BOX 400314 CHARLOTTESVILLE VA 22904 PC CHILDREN'S HEART FAMILY FUND 3000 UMCOR 458 PONCE DE LEON AVE ATLANTA GA 30308 PC INTERNATIONAL DISASTER RELIEF - UKRAINE 10000 UMCOR 458 PONCE DE LEON AVE ATLANTA GA 30308 PC US DISASTER RESPONSE FOR WESTERN KY TORNADO RELIEF 10000 CHARLOTTE LATIN SCHOOL 9502 PROVIDENCE ROAD CHARLOTTE NC 28277 PC OPERATIONS 5000 CRISIS ASSISTANCE MINISTRY 500-A SPRATT STREET CHARLOTTE NC 28206 PC OPERATIONS 2500 DANVILLE CHRISTIAN ACADEMY 2170 SHAKERTOWN RD DANVILLE KY 40422 PC OPERATIONS 5000 DUKE DIVINITY SCHOOL PO BOX 90581 DURHAM NC 27708 PC OPERATIONS 2500 EXTENSION MASTER GARDNER ASSOCIATION OF CLEVELAND COUNTY 130 S POST RD SUITE 1 SHELBY NC 28152 PC THE DOTTY LEATHERWOOD MEMORIAL GARDEN PROJECT 1000 FEEDING KIDS CLEVELAND COUNTY 405 W MARION ST SHELBY NC 28150 PC OPERATIONS 8000 FREEDOM SCHOOL PARTNERS 1030 AROSA AVE PO BOX 37363 CHARLOTTE NC 28237 PC OPERATIONS 3000 HABITAT FOR HUMANITY OF CLEVELAND COUNTY 323 W GROVER ST SHELBY NC 28150 PC OPERATIONS 5000 HAITI RESCUE MISSION PO BOX 895 CHARLOTTESVILLE VA 22902 PC OPERATIONS 7000 HOSPICE OF THE PIEDMONT 675 PETER JEFFERSON PKWY CHARLOTTESVILLE VA 22911 PC OPERATIONS 3000 THE MADISON CHILDHOOD CANCER FOUNDATION 679 VICTORIAN CIRCLE DALLAS GA 30157 PC OPERATIONS 3500 WASHINGTON OUTREACH MINISTRY PO BOX 507 WACO NC 28169 PC EMERGENCY FEEDING PROGRAM AND ADDITION OF P-T STAFF MEMBER 10000 WILDERNESS TRACE CHILD DEVELOPMENT CENTER 409 STEWARTS LANE N DANVILLE KY 40422 PC OPERATIONS 3500 321000 0 14 672 14 165802 721110 4486 14 2229 18 -20732 4486 147971 0 152457 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 23800 0 21394 UBS 1535 1861658 1833696 UBS 1536 2073804 2675491 UBS 1537 1961190 1774435 ALBEMARLE ROAD LLC AT COST 5898 8820 BELMONT #1 AT COST 29656 96469 I-85 AT COST 18958 28733 SANDESTIN BEACH HOTEL LTD AT COST 0 249162 INVESTMENTS - CORPORATE STOCK BOOK-TAX BASIS ADJUSTMENT 2252 SANDESTINE K-1 - NONDEDUCTIBLE EXPENSES 1575 DUES AND SUBSCRIPTIONS 4500 0 4500 FROM K-1 SANDESTIN 25973 0 0 FROM K-1 - ALBEMARLE ROAD 4 4 4 FROM K-1 - BELMONT #1-U.S. 1870 1870 1870 FROM K-1 - SANDESTIN 4486 0 4486 OTHER INCOME 355 355 355 SANDESTIN BEACH HOTEL LTD 0 69476 INVESTMENT FEES 1535 20287 18258 2029 INVESTMENT FEES 1536 29590 26631 2959 INVESTMENT FEES 1537 19322 17390 1932 OTHER PROFESSIONAL FEES 6849 0 6849 INCOME TAX 18000 0 0 FOREIGN TAXES 1536 2252 2252 0 FOREIGN TAXES 1537 619 619 0