2018-02-13T09:18:33-06:00 2017-09-30 561304727 BLACKMAN & SLOOP CPAS PA 1414 RALEIGH RD SUITE 300 CHAPEL HILL NC 27517 990PF 2016-10-01 562254231 SHARED VISIONS FOUNDATION INC SHAR 9196162190 10 WEDGEWOOD ROAD CHAPEL HILL NC 27514 JAY MILLER PRESIDENT 9196162190 2018-02-11 1 ROBIN MCDUFFIE P00098611 9199428700 45.20.211.129 2018-02-11 09:20:09 ES P 9F8D9C31FB3DAEF08962258BC87FDB64C5FF40D3 9F8D9C31FB3DAEF08962258BC87FDB64C5FF40D3 2016 2021-01-29 14:40:06Z X 2377515 X 295788 30829 30829 177033 420205 177033 74769 0 74769 578419 207862 74769 0 0 0 0 2500 625 0 1875 10911 10911 0 0 2509 0 0 107 26970 0 26970 26709 0 0 26709 27502 512 0 26990 97101 12048 26970 55681 52464 52464 149565 12048 26970 108145 428854 195814 47799 13515 39322 39322 4988 1720 1720 925184 1073991 1194599 1215559 73685 1001497 1141874 1141874 1945184 2256907 2377515 0 0 X 0 0 0 0 1945184 2256907 1945184 2256907 1945184 2256907 1945184 428854 0 2374038 117131 2256907 MERRILL LYNCH X4036 394095 243172 150923 150923 CAPITAL GAINS DIVIDENDS P 26110 26110 26110 177033 0 125169 977946 0.127992 0.127992 0.127992 1128370 144422 1958 146380 108145 3916 0 3916 0 3916 1200 1200 3 2719 0 0 0 0 0 0 0 0 0 0 1 1 NC 1 0 1 0 0 1 WWW.SHAREDVISIONS.ORG JAY MILLER 9196162190 10 WEDGEWOOD ROAD CHAPEL HILL NC 27514 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JESSE MILLER III 10 WEDGEWOOD RD CHAPEL HILL NC 27514 PRESIDENT 20.00 0 0 0 EBETH SCOTT-SINCLAIR 10 WEDGEWOOD RD CHAPEL HILL NC 27514 SECRETARY 1.00 0 0 0 GARY GADDY 5921 TREETOP RIDGE DURHAM NC 27705 DIRECTOR 1.00 0 0 0 NONE 0 CT WILSON CONSTRUCTION PO BOX 2011 DURHAM NC 27702 CONSTRUCTION OF BUILDING 158602 0 THE ORGANIZATION PROVIDES FUNDING TO VARIOUS NON-PROFIT CHARITABLE ORGANIZATIONS IN SUPPORT OF THEIR GOAL OF PROMOTING CO-OPERATION AMONG NON-PROFIT AGENCIES THAT DIRECTLY BENEFIT COMMUNITIES IN DURHAM AND ORANGE COUNTIES NORTH CAROLINA. DURING FISCAL YEAR 2016-2017 THE FOUNDATION AWARDED APPROXIMATELY 37 MONETARY GRANTS; HELD AN ANNUAL FUNDRAISER HIGHLIGHTING THE COMMUNITY SERVICES OF TWO NONPROFITS; PROVIDED AFFORDABLE MEETING AND EVENT SPACE FOR AREA NONPROFITS AT THE SHARED VISIONS RETREAT CENTER; AND PROVIDED SUPPORT AND CONSULTATION FOR AREA NONPROFITS THROUGH VOLUNTEER SERVICE ON BOARDS AND COMMITTEES. 108145 0 1096484 49069 0 1145553 0 0 1145553 17183 1128370 56419 56419 3916 3916 52503 0 52503 0 52503 108145 0 108145 0 108145 52503 0 0 77438 77438 108145 0 0 0 52503 55642 0 0 133080 0 0 0 0 0 0 0 133080 77438 55642 JESSE MILLER III X BOOK HARVEST 2501 UNIVERSITY DRIVE DURHAM NC 27707 PC BOOKS TO TRIANGLE CHILDREN 1000 CLUB NOVA 103 W MAIN ST CARRBORO NC 27510 PC SUPPORT PEOPLE LIVING WITH MENTAL ILLNESS 6000 COMMUNITY EMPOWERMENT FUND 108 W ROSEMARY ST CHAPEL HILL NC 27516 PC TRANSITION PEOPLE OUT OF HOMELESSNESS AND POVERTY 5100 COMMUNITY HOME TRUST 104 JONES FERRY RD SUITE C CARRBORO NC 27510 PC CREATE AFFORDABLE HOUSING OPPORTUNITES 500 COMPASS CENTER 210 HENDERSON ST CHAPEL HILL NC 27514 PC DOMESTIC VIOLENCE SUPPORT 1000 DEMOCRACY NC 1821 GREEN ST DURHAM NC 27705 PC INCREASE CIVIC PARTICIPATION 300 DISPUTE SETTLEMENT CENTER 302 WEST WEAVER ST CARRBORO NC 27510 PC PROMOTE PEACEFUL SETTLEMENT OF DISPUTES 550 DURHAM JAZZ WORKSHOP 4608 INDUSTRY LANE DURHAM NC 27713 PC EDUCATIONAL JAZZ PROGRAMS 750 DURHAM MUSIC TEACHERS ASSOCIATION 322 BYWOOD DR DURHAM NC 27712 PC SUPPORT MUSIC EDUCATORS 100 DURHAM PARKS FOUNDATION 400 CLEVELAND ST DURHAM NC 27701 PC PRESERVE PARKS AND RECREATIONAL SPACES IN DURHAM 500 EL FUTURO 136 E CHAPEL HILL ST DURHAM NC 27701 PC BEHAVIORAL HEALTH SUPPORT TO SPANISH SPEAKING COMMUNITY 500 EMPOWERMENT INC 109 N GRAHAM ST 200 CHAPEL HILL NC 27516 PC COMMUNITY BUILDING 250 FAITH CONNECTIONS ON MENTAL ILLNESS 940 CARMICHAEL ST CHAPEL HILL NC 27514 PC MENTAL HEALTH SUPPORT 500 FREEDOM HOUSE RECOVERY CENTER 104 NEW STATESIDE DRIVE CHAPEL HILL NC 27516 PC BEHAVIORAL HEALTHCARE 4000 HABITAT FOR HUMANITY OF DURHAM 215 N CHURCH ST DURHAM NC 27701 PC AFFORDABLE HOUSING 6218 HABITAT FOR HUMANITY OF ORANGE COUNTY 88 VILCOM CENTER DR SUITE L110 CHAPEL HILL NC 27514 PC AFFORDABLE HOUSING 6218 HUMAN KINDNESS FOUNDATION PO BOX 61619 DURHAM NC 27705 PC FOSTER GREATER HUMAN KINDNESS THROUGH EDUCATION AND SERVICE 250 INTERFAITH COUNCIL 110 W MAIN ST CARRBORO NC 27510 PC HELP FOR THOSE IN NEED 3000 JOHNSON SERVICE CORPS PO BOX 16786 CHAPEL HILL NC 27516 PC SOCIAL JUSTICE 500 JOSH'S HOPE FOUNDATION 200 CARDINAL DR STE B HILLSBOROUGH NC 27278 PC MENTAL HEALTH SUPPORT 1000 MDA ASSOCIATION 222 S RIVERSIDE PLAZA SUITE 1500 CHICAGO IL 60506 PC RESEARCH AND SUPPORT RELATING TO MUSCLE-DEBILITATING DISEASES 100 MUSICAL EMPOWERMENT PO BOX 876 CHAPEL HILL NC 27514 PC MUSIC EDUCATION 500 MUSIC MAKER RELIEF FOUNDATION 224 W CORBIN ST HILLSBOROUGH NC 27278 PC PRESERVE MUSIC TRADITIONS OF THE SOUTH 250 NATIONAL MS SOCIETY- GREATER CAROLINAS 3101 INDUSTRIAL DRIVE STE 210 RALEIGH NC 27609 PC SUPPORT MS RESEARCH 250 NC CENTER FOR NON-PROFITS 1110 NAVAJO DRIVE SUITE 200 RALEIGH NC 27609 PC ENRICH NC COMMUNITIES AND ECONOMY THROUGH STRONG NON-PROFIT SECTOR 300 RCWMS 1202 WATTS ST DURHAM NC 27701 PC SUPPORT OF MUSIC EDUCATION 1000 REFUGE COMMUNITY PARTNERSHIP PO BOX 461 CARRBORO NC 27510 PC SUPPORT OF REFUGEE POPULATION 500 THE ARTS CENTER 300 E MAIN ST G CARRBORO NC 27510 PC EDUCATE AND INSPIRE CREATIVITY 5058 TOWN OF CARRBORO - CARRBORO MUSIC FESTIVAL 301 W MAIN ST CARRBORO NC 27510 GOV MUSIC EDUCATION 500 TRIANGLE COMMUNITY FOUNDATION - SEND A KID TO CAMP 324 BLACKWELL ST STE 1220 DURHAM NC 27701 PC SEND NEEDY CHILD TO CAMP 300 TROSA 1820 JAMES ST DURHAM NC 27707 PC ALCOHOLISM TREATMENT SUPPORT 2000 UNC CENTER FOR EXCELLENCE - COMMUNITY MENTAL HEALTH PO BOX 309 CHAPEL HILL NC 27514 PC MENTAL HEALTH SUPPORT 250 UNCTV 10 TW ALEXANDER DR RESEARCH TRIANGLE PARK NC 27709 PC EDUCATIONAL TELEVISION 240 URBAN MINISTRIES 410 LIBERTY ST DURHAM NC 27701 PC POOR AND HOMELESS SUPPORT 1000 WCOM FM 300-G E MAIN ST CARRBORO NC 27510 PC SUPPORT COMMUNITY RADIO 620 WUNC RADIO 120 FRIDAY CENTER CHAPEL HILL NC 27517 PC SUPPORT COMMUNITY RADIO 360 XDS PO BOX 368 CARRBORO NC 27510 PC MENTAL HEALTH SUPPORT 1000 52464 0 14 30829 14 177033 SPECIAL EVENTS 74769 0 207862 74769 282631 11 SPACE PROVIDED FOR EVENTS HELD TO SUPPORT LOCAL NONPROFITS 0 0 0 0 0 0 0 0 0 0 X X 1 JESSE MILLER III 10 WEDGEWOOD ROAD CHAPEL HILL NC 27514 295788 X X 1 205 SHS ALTRIA, 580 SHS AT&T, 490 SHS REGIONS FINL, 102 SHS VERIZON 50695 2017-02-07 1 266 SHS AT&T, 200 SHS BRISTOL-MYERS SQUIBB, 134 SHS CHEVRON, 600 SHS GE, 67 SHS IBM, 304 SHS MERCK 82487 2017-05-11 1 100 SHS OMEGA HC, 135 SHS PHILIP MORRIS, 100 SHS PFIZER, 274 SHS WELLS FARGO 36323 2017-05-11 1 2900 SHS DEUTSCHE GLOBAL INFR., 4614 SHS ROYCE TOTAL RET FUND 106283 2017-05-11 ACCOUNTING FEES 2500 625 0 1875 BUILDING-MURPHY SCHOOL 2015-05-07 962400 33931 SL 39.000000000000 24677 0 24677 AUDIO EQUIPMENT 2010-06-18 500 454 SL 7.000000000000 46 0 46 SIGNS 2010-05-21 275 250 SL 7.000000000000 25 0 25 FURNITURE 2010-06-01 2280 2077 SL 7.000000000000 203 0 203 FURNITURE AND FIXTURES 2010-08-01 7862 6879 SL 7.000000000000 936 0 936 CHAIRS 2010-10-06 1196 940 SL 7.000000000000 171 0 171 FRIDGE, OVEN, MICRO 2010-10-10 2478 1947 SL 7.000000000000 354 0 354 SIGNAGE 2015-02-23 918 207 SL 7.000000000000 131 0 131 LAND - MURPHY SCHOOL 2015-05-07 67600 L 0 0 0 AUDITORIUM FLOOR UPGRADE 2016-02-28 1448 22 SL 39.000000000000 37 0 37 ROOF IMPROVEMENTS 2016-07-15 1255 8 SL 39.000000000000 32 0 32 NEW WAREHOUSE BUILDING 2017-09-01 167347 SL 39.000000000000 358 0 358 PUBLICLY TRADED SECURITIES AT COST 1073991 1194599 BUILDING-MURPHY SCHOOL 962400 58608 903792 AUDIO EQUIPMENT 500 500 0 SIGNS 275 275 0 FURNITURE 2280 2280 0 FURNITURE AND FIXTURES 7862 7815 47 CHAIRS 1196 1111 85 FRIDGE, OVEN, MICRO 2478 2301 177 SIGNAGE 918 338 580 LAND - MURPHY SCHOOL 67600 0 67600 AUDITORIUM FLOOR UPGRADE 1448 59 1389 ROOF IMPROVEMENTS 1255 40 1215 NEW WAREHOUSE BUILDING 167347 358 166989 UNREALIZED CAPITAL LOSSES ON INVESTMENTS 117131 CONTRACT SERVICES 13500 0 0 13500 WEBSITE 240 0 0 240 PROGRAM EXPENSE 8455 0 0 8455 MISCELLANEOUS 5307 512 0 4795 SPECIAL EVENTS 74769 74769 INVESTMENT ADVISORY FEES 10911 10911 0 0 JESSE MILLER III 10 WEDGEWOOD ROAD CHAPEL HILL NC 27514 PROPERTY TAXES 107 0 0 107 EXCISE TAXES 2402 0 0 0