2024-05-14T10:10:39-05:00 2023-12-31 561761672 PESTA FINNIE & ASSOCIATES LLP 6826 CARNEGIE BLVD CHARLOTTE NC 282114379 990PF 2023-06-01 922863751 BISSELL BALLANTYNE LEGACY FOUNDATION BISS 7042482029 6801 CARNEGIE BOULEVARD 425 CHARLOTTE NC 28211 WHITNEY FELD PRESIDENT 7042482029 2024-05-14 1 WHITNEY FELD 999009999 0 JOHN CARGILL P01559879 7043641829 0 AAL1 IAL1 2023 2023-04-26 12:10:37Z X X 53045951 X 50002137 176 127 336137 267379 35829282 36539337 35830394 86167732 36097900 60192 0 0 6702 0 0 40564 0 0 3803 213 0 0 101698 90821 0 209369 94624 0 0 0 209369 94624 0 85958363 36003276 30041 30041 0 53015910 53015910 0 53045951 53045951 0 306 0 306 X 0 0 0 0 0 53045645 0 53045645 0 53045951 0 85958363 0 85958363 32912718 53045645 CHARLES SCHWAB - 1087 PUBLICLY TRADED SECURITIES 27765215 27765215 27765215 CHARLES SCHWAB - 9153 PUBLICLY TRADED SECURITIES 320345 -320345 -320345 CHARLES SCHWAB - 9153 PUBLICLY TRADED SECURITIES 4868144 4868144 4868144 CHARLES SCHWAB - 5546 PUBLICLY TRADED SECURITIES 126614 -126614 -126614 CHARLES SCHWAB - 5546 PUBLICLY TRADED SECURITIES 3903894 3903894 3903894 CHARLES SCHWAB - 7466 PUBLICLY TRADED SECURITIES 152666 -152666 -152666 CHARLES SCHWAB - 6679 PUBLICLY TRADED SECURITIES 68931 -68931 -68931 CHARLES SCHWAB - 5763 PUBLICLY TRADED SECURITIES 40067 -40067 -40067 CHARLES SCHWAB - 8243 PUBLICLY TRADED SECURITIES 320 -320 -320 CHARLES SCHWAB - 5250 PUBLICLY TRADED SECURITIES 972 972 972 UNDISTRIBUTED LTCG - CS #9153 PUBLICLY TRADED SECURITIES 34 34 34 CAPITAL GAIN DISTRIBUTIONS - PUBLICLY TRADED SECURITIES 1078 1078 1078 35830394 500446 0 500446 0 500446 0 0 0 7 7 0 500439 0 0 0 0 0 0 0 0 0 0 1 1 NC 1 0 1 0 0 1 N/A THE BISSELL BALLANTYNE LEGACY FDN 7042482029 6801 CARNEGIE BLVD SUITE 425 CHARLOTTE NC 282113664 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WHITNEY FELD 6801 CARNEGIE BLVD SUITE 425 CHARLOTTE NC 28211 PRESIDENT 40.00 60192 1760 0 HOWARD C BISSELL 6801 CARNEGIE BLVD SUITE 425 CHARLOTTE NC 28211 FOUNDING DIRECTOR 1.00 0 0 0 MARGARET G BISSELL 6801 CARNEGIE BLVD SUITE 425 CHARLOTTE NC 28211 FOUNDING DIRECTOR 1.00 0 0 0 BARBARA BISSELL KOPCZYNSKI 6801 CARNEGIE BLVD SUITE 425 CHARLOTTE NC 28211 BOARD CHAIR 10.00 0 0 0 PAUL HATTENHAUER 6801 CARNEGIE BLVD SUITE 425 CHARLOTTE NC 28211 SECRETARY 1.00 0 0 0 ANNETTE SIVERLING 6801 CARNEGIE BLVD SUITE 425 CHARLOTTE NC 28211 TREASURER 1.00 0 0 0 DAVID FINNIE 6801 CARNEGIE BLVD SUITE 425 CHARLOTTE NC 28211 VICE CHAIR 1.00 0 0 0 NONE 0 NONE 0 0 47188621 58105 0 47246726 0 0 47246726 708701 46538025 1364262 1364262 500446 500446 863816 0 863816 0 863816 0 0 0 863816 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 863816 0 0 0 HOWARD C BISSELL BISSELL BALLANTYNE LEGACY FDN CO WH 6801 CARNEGIE BLVD SUITE 425 CHARLOTTE NC 28211 7042482029 WFELD@BBLFDN.ORG REQUESTS FOR CONSIDERATION SHOULD BE SUBMITTED IN THE FORM OF A LETTER. THERE ARE NO APPLICATION DEADLINES THE FOUNDATION DOES NOT PROVIDE GRANTS TO INDIVIDUALS. IT PRIMARILY GRANTS TO HEALTH, HUMAN SERVICES, & EDUCATION ORGANIZATIONS IN CHARLOTTE. 0 GENONE 312 FOREST KNOLL DR CHARLOTTE NC 28215 PROGRAM EXPANSION & OPERATING 110000 URBAN PROMISE CHARLOTTE PO BOX 12213 CHARLOTTE NC 28220 PROGRAM EXPANSION & OPERATING 200000 310000 14 176 14 336137 18 35829282 0 36165595 0 36165595 0 0 0 0 0 0 0 0 0 0 X X 1 HOWARD C BISSELL 6801 CARNEGIE BLVD SUITE 425 CHARLOTTE NC 28211 50002137 X 1 PUBLICLY TRADED SECURITIES FROM INVESTMENT ACCOUNTS. 50002137 2023-06-16 TAX PAID ON THE UNDISTRIBUTED LONG TERM CAPITAL GAINS 990-PF, PART V, LINE 6D THE AMOUNT OF $7 WAS A TAX PAID ON THE UNDISTRIBUTED LONG TERM CAPITAL GAINS REPORTED ON FORM 2439. PAYER: KIMCO REALTY CORPORATION, EIN: 13-2744380. INVESTMENT ACCTS-CHARLES SCHWAB FMV 53015910 53015910 LEGAL FEES 40564 0 0 UNREALIZED LOSSES 32912718 INSURANCE EXPENSE 4561 0 0 IT SERVICES 602 0 0 MEALS AND ENTERTAINMENT 348 0 0 MEMBERSHIP & SUBSCRIPTION 1806 0 0 PAYROLL PROCESSING FEES 881 0 0 STATIONERY AND FORMS 572 0 0 ADVISORY FEES 35928 35928 0 ASSET MANAGER FEES 51745 51745 0 ASSET RELATED FEES 3148 3148 0 OFFICE EXPENSES 2107 0 0 CREDIT CARD 0 306 HOWARD C BISSELL 6801 CARNEGIE BLVD SUITE 425 CHARLOTTE NC 28211