2022-08-24T13:36:07-05:00 2021-12-31 561434747 GREERWALKER LLP 227 WEST TRADE ST SUITE 1100 CHARLOTTE NC 28202 990PF 2021-01-01 591750571 THE PAUL AND MARGARET PORTER CHARITABLE FOUNDATION PAUL 7043628203 6100 FAIRVIEW ROAD 9TH FLOOR CHARLOTTE NC 28210 J WILLIAM PORTER SECRETARY 7043628203 2022-07-11 1 J WILLIAM PORTER 999009999 PAULA P TILLEY P00051456 7043770239 2022-07-11 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 8507506 X X 64 64 151929 151929 652666 2612964 652666 43381 72 848040 804731 0 0 0 26775 0 23708 81577 61164 20413 6961 1084 0 10830 5415 5415 1907 0 1531 128050 67663 51067 333000 333000 461050 67663 384067 386990 737068 146284 173785 173785 5771022 6089588 7957794 48530 86666 375927 5965836 6350039 8507506 0 0 X 0 0 0 0 5965836 6350039 5965836 6350039 5965836 6350039 5965836 386990 0 6352826 2787 6350039 UBS #1535 P 202338 194484 7854 7854 UBS #1536 P 79461 57143 22318 22318 UBS #1537 P 1047087 881320 165767 165767 UBS #1535 P 262704 253242 9462 9462 UBS #1536 P 508029 280506 227523 227523 UBS #1537 P 477660 293603 184057 184057 CAPITAL GAINS DIVIDENDS P 35685 35685 35685 652666 10245 0 10245 0 10245 4440 0 16500 0 20940 0 10695 10695 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 81577 0 0 7921246 157842 375633 8454721 0 0 8454721 126821 8327900 416395 416395 10245 1382 11627 404768 0 404768 0 404768 384067 0 384067 404768 299509 0 0 384067 299509 0 0 84558 0 0 0 0 0 0 0 0 320210 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. BLUE RIDGE CONSERVANCY PO BOX 568 BOONE NC 28607 PC MIDDLE FORK GREENWAY PROJECT 2500 BLOWING ROCK METHODIST CHURCH 2600 HAMPTON AVE CHARLOTTE NC 28207 PC OPERATIONS 2500 BOYS AND GIRLS CLUB OF CLEVELAND COUNTY INC PO BOX 2001 SHELBY NC 281512001 PC SUPPORT AN INCREASE TO THE NUMBER OF KIDS SERVED 25000 BREVARD COLLEGE ONE BREVARD COLLEGE BREVARD NC 28712 PC ENDOWMENT 50000 CENTRAL UNITED METHODIST CHURCH 200 E MARION ST SHELBY NC 28150 PC OPERATIONS 10000 CHILDREN'S HOME OF CLEVELAND COUNTY INC 1300 GIDNEY ST SUITE C SHELBY NC 28150 PC EXPAND THE TRANSITIONAL & INDEPENDENT LIVING PROGRAM 15000 CLEVELAND COUNTY ABUSE PREVENTION COUNCIL INC PO BOX 2589 SHELBY NC 281512589 PC TELE-MEDICINE SERVICES 5000 CLEVELAND COUNTY FAMILY YMCA INC 3005 LONGWOOD DR SHELBY NC 28152 PC FIRST TEE OF THE FOOTHILLS PROGRAM AND FACILITIES 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 OPERATIONS 20000 CROSSROADS RESCUE MISSION 206 MT SINAI CHURCH ROAD SHELBY NC 28152 PC MEDICAL, DENTAL, AND HEALTHCARE SERVICES FOR RESIDENTS 5000 CURE JM FOUNDATION 19309 WINMEADE DRIVE STE 204 LEESBURG VA 20176 PC FIVE EDUCATIONAL FAMILY WEBINARS 5000 FIRST UNITED METHODIST CHURCH OF CHARLOTTESVILLE 101 E JEFFERSON STREET CHARLOTTESVILLE VA 22902 PC WOODBROOK GRAB A BAG PROGRAM 2000 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 OPERATIONS 30000 LOAVES & FISHES FOOD PANTRY 2050 LAMBS ROAD CHARLOTTESVILLE VA 22901 PC NUTRITION EDUCATION 10000 LYNC8 PROJECT CORP 127 JOYCE STREET HARRODSBURG KY 40330 PC MATERIALS & RENOVATION 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 BUILDING FUND CAMPAIGN 5000 SOUTH MOUNTAIN CHRISTIAN YOUTH CAMP INC PO BOX 9 BOSTIC NC 28018 PC CAMP SCHOLARSHPS 3000 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 GROWING EARLY LEARNERS PRESCHOOL CLASSROOM PROGRAM 10000 THE SALVATION ARMY - CLEVELAND COUNTY PO BOX 1764 SHELBY NC 28150 PC EMPTY STOCKING FUND IN MEMORY OF PAUL AND MARGARET PORTER 10000 THE UVA FUND PO BOX 400314 CHARLOTTESVILLE VA 22904 PC CHILDREN'S HEART FAMILY FUND 5000 TRAILHEAD LIMITED 922 SURREY DR SHELBY NC 28152 PC EMERGENCY MEN'S SHELTER FOR WINTER 2021 - 2022 5000 UMCOR 458 PONCE DE LEON AVE ATLANTA GA 30308 PC INTERNATIONAL DISASTER RELIEF AND DISASTER RESPONSE FUND 20000 UMCOR 458 PONCE DE LEON AVE ATLANTA GA 30308 PC US DISASTER RESPONSE FOR WESTERN KY TORNADO RELIEF 10000 UNIVERSITY VIRGINIA HEALTH FOUNDATION PO BOX 800773 CHARLOTTESVILLE VA 22908 PC OPERATIONS 3000 WASHINGTON OUTREACH MINISTRY PO BOX 507 WACO NC 28169 PC RESTOCKING EMERGENCY FOOD PANTRY, SUMMER FEEDING PROGRAM, AND BACKPACKS 10000 333000 0 14 64 14 151929 721110 43309 14 72 18 652666 43309 804731 0 848040 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 26775 0 23708 UBS 1535 2188338 2174105 UBS 1536 2048466 3469934 UBS 1537 1852784 2313755 ALBEMARLE ROAD LLC AT COST 5761 8820 BELMONT #1 AT COST 54369 96469 I-85 AT COST 18958 28733 SANDESTIN BEACH HOTEL LTD AT COST 7578 241905 INVESTMENTS - CORPORATE STOCK BOOK-TAX BASIS ADJUSTMENT 2787 WEBSITE EXPENSE 31 0 31 GUIDESTAR 1500 0 1500 FROM K-1 SANDESTIN 376 0 0 FROM K-1 - ALBEMARLE ROAD 2 2 2 FROM K-1 - I-85 HIGHWAY 9 9 9 FROM K-1 - SANDESTIN 43309 0 43309 LITIGATION SETTLEMENT INCOME 61 61 61 INVESTMENT FEES 1535 16517 16517 0 INVESTMENT FEES 1536 26905 26905 0 INVESTMENT FEES 1537 17742 17742 0 ADVISORY FEES 20388 0 20388 BANK FEES 25 0 25 INCOME TAX 5877 0 0 FOREIGN TAXES 1535 3 3 0 FOREIGN TAXES 1536 1009 1009 0 FOREIGN TAXES 1537 72 72 0