2017-11-14T06:58:03-06:00 2016-12-31 561434747 GREERWALKER LLP 227 WEST TRADE ST SUITE 1100 CHARLOTTE NC 28202 990PF 2016-01-01 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 2017-09-27 1 PAULA P TILLEY P00051456 7043770239 2017-09-27 74.84.220.246 2017-09-27 19:29:59 ED P 5B38F808BF21B1EF25486346CE100F90E9BD86F8 5B38F808BF21B1EF25486346CE100F90E9BD86F8 2016 2021-01-29 14:40:06Z X 6248753 X X 157 157 163361 163361 -185902 2377483 0 32282 132 9898 163650 0 0 0 500 0 0 32500 0 32500 66047 46161 15386 5537 4737 0 8055 4027 4027 5635 2423 28 118274 57348 51941 185991 185991 304265 57348 237932 -294367 106302 423333 514828 514828 5659765 5312205 5391234 123455 112576 342691 6206553 5939609 6248753 0 47 0 47 X 0 0 0 0 6206553 5939562 6206553 5939562 6206553 5939609 6206553 -294367 27376 5939562 0 5939562 US TRUST 4031 P 7 7 0 0 US TRUST 4031 P 531414 564475 -33061 -33061 US TRUST 4032 P 36797 40101 -3304 -3304 US TRUST 4032 P 163305 133656 29649 29649 US TRUST 4033 P 263875 265569 -1694 -1694 US TRUST 4033 P 1363419 1559438 -196019 -196019 FROM K-1 I-85 - HIGHWAY 29/74 BYPASS LLC P 1328 1328 1328 FROM K-1 SANDESTIN BEACH HOTEL, LTD P 139 -139 -139 CAPITAL GAINS DIVIDENDS P 17338 17338 17338 -185902 0 216047 6470418 0.033390 141230 3038551 0.046479 52287 968453 0.053990 41704 931282 0.044781 42592 959217 0.044403 0.223043 0.044609 6150422 274364 1063 275427 237932 2126 0 2126 0 2126 7068 7068 X 4942 4942 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 1 0 0 1 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 61547 0 0 5437159 419233 387691 6244083 0 0 6244083 93661 6150422 307521 307521 2126 6310 8436 299085 0 299085 0 299085 237932 0 237932 0 237932 299085 90277 0 0 237932 90277 0 0 147655 0 0 0 0 0 0 0 0 151430 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. CROSSROADS RESCUE MISSION PO BOX 2090 SHELBY NC 281512090 PC NEW VAN 8000 CLEVELANDRUTHERFORD KIDNEY ASSOCIATION 1017 N WASHINGTON ST SHELBY NC 281503818 PC ENLARGE FACILITY TO ACCOMODATE ALL SERVICES IN A MORE EFFICIENT AND EFFECTIVE MANNER 12500 LIFE ENRICHMENT CENTER OF CLEVELAND COUNTY INC 110 LIFE ENRICHMENT BLVD SHELBY NC 281503689 PC SCHOLARSHIP FUNDS TO ASSIST ECONOMICALLY DISADVANTAGED FAMILIES' ACCESS LEC'S OVERNIGHT RESPITE PROGRAM. 20000 THE CHILDREN'S HOMES OF CLEVELAND COUNTY INC 425 C CHERRYVILLE ROAD SHELBY NC 28150 PC CAPITAL CAMPAIGN 20000 SOUTH MOUNTAINS CHRISTIAN YOUTH CAMP INC 1129 SOUTH MOUNTAIN ROAD BOSTIC NC 28018 PC SCHOLARSHIPS FOR CAMPERS 1800 CLEVELAND COUNTY ABUSE PREVENTION COUNCIL INC PO BOX 2589 SHELBY NC 281512589 PC SHELTER SERVICES FOR HOMELESS WOMEN & CHILDREN 15000 BOYS AND GIRLS CLUB OF CLEVELAND COUNTY INC PO BOX 2001 SHELBY NC 281512001 PC OPENING/OPERATING A NEW TEEN CENTER FOR 2016 10000 FROM K-1 - SANDESTIN BEACH 4000 SANDESTIN BLVD SOUTH MIRAMAR BEACH FL 32550 PC GENERAL 291 SPREAD THE HEALTH INC 2310 CHANCELLOR ROAD N CHESTERFIELD VA 232352714 PC NURSE MIDWIFE AT THE NAMUMU CLINIC 11400 CLEVELAND COUNTY SCHOOLS EDUCATION FOUNDATION INC 400 WEST MARION STREET SHELBY NC 28150 PC ACADEMIC AWARDS PROGRAM 10000 INTER-FAITH ALLIANCE CORP DBA CLEVELAND COUNTY RESCUE MISSION PO BOX 1272 SHELBY NC 281511722 PC OPERATIONS 15000 CENTRAL UNITED METHODIST CHURCH 200 E MARION ST SHELBY NC 28150 PC OPERATIONS 6000 CLEVELAND COUNTY FAMILY YMCA INC PO BOX 2272 SHELBY NC 281512272 PC THE FIRST TEE NATIONAL SCHOOL PROGRAM 10000 CURE JM FOUNDATION 836 LYNWOOD DRIVE ENCINITAS CA 92024 PC RESEARCH FOR TREATMENT & CURE FOR JUVENILE MYOSITIS 4000 TEACH FOR AMERICA 5855 EXECUTIVE CENTER DR STE 200 CHARLOTTE NC 28212 PC EDUCATION 5000 CLEVELAND COUNTY POTATO PROJECT INC 1175 WYKE ROAD SHELBY NC 281504258 PC BUILD A COOLED STORAGE FACILITY 2000 COMMUNITY MATH ACADEMY INC 2712 SHOAL CREEK CHURCH RD SHELBY NC 28152 PC OPERATIONS 10000 HARDIN PARK ELEMENTARY PTO 361 JEFFERSON ROAD BOONE NC 28607 PC INCLUSIVE PLAYGROUND FACILITY 10000 HOWARD COUNTY PUBLIC SCHOOL SYSTEM 6101 OLD DOBBIN RD COLUMBIA MD 21045 GOV OPERATIONS 2500 HOWARD HOSPITAL FOUNDATION INC 3910 KESWICK RD S BLDG 4300A BALTIMORE MD 212112226 SO III FI CLAUDIA MAYER CANCER RESEARCH CENTER 2500 THE LEARNING COLLABORATIVE 3241 SAM DRENAN RD CHARLOTTE NC 282057621 PC OPERATIONS 5000 UNIVERSITY OF VIRGINIA HEALTH FOUNDATION PO BOX 800773 CHARLOTTESVILLE VA 229080773 PC HEART FAMILY FUND 5000 185991 0 14 157 14 163361 721110 43498 14 132 14 -185902 43498 -22252 0 21246 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 32500 0 32500 HOWARD HOSPITAL FOUNDATION 3910 KESWICK RD S BLDG NO 4300A BALTIMORE MD 212112226 2016-12-13 2500 FOR THE CLAUDIA MAYER CANCER RESEARCH CENTER 2500 NO 12/13/2016 2016-12-13 GRANT USED FOR INTENDED PURPOSE OF GRANT. 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