2024-04-18T11:33:12-05:00 2023-12-31 854350765 ENVISAGE LAW 2601 OBERLIN ROAD RALEIGH NC 27608 990PF 2023-01-01 205842018 HARRIS FINCH FOUNDATION % WALTER BRODIE BURWELL JR HARR 9197551317 2601 OBERLIN ROAD RALEIGH NC 276081319 COURTNEY TAYLOR PRESIDENT 2128310427 2024-04-18 1 COURTNEY TAYLOR 999009999 0 WALTER BRODIE BURWELL JR P01070249 9197551317 2024-04-15 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 7406243 X 159659 314 314 216927 216861 0 376900 217175 0 0 0 1950 0 1950 3040 211 0 68 68 0 5058 279 1950 355093 355093 360151 279 357043 16749 216896 136572 54205 54205 4704636 4803697 7352038 4841208 4857902 7406243 0 0 X 0 0 0 0 4841208 4857902 4841208 4857902 4841208 4857902 4841208 16749 0 4857957 55 4857902 3015 0 3015 0 3015 2480 0 0 0 2480 0 535 0 0 0 0 0 0 0 0 0 0 1 1 NC 1 0 0 0 0 1 N/A WALTER BRODIE BURWELL JR 9197551317 2601 OBERLIN ROAD RALEIGH NC 27608 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 COURTNEY FINCH TAYLOR 1080 FIFTH AVENUE APT 5A NEW YORK NY 101280102 PRESIDENT 2.00 0 0 0 SCOTT F TAYLOR 1080 FIFTH AVENUE APT 5A NEW YORK NY 101280102 VICE PRESIDENT SECRETARY 1.00 0 0 0 NONE 0 NONE 0 0 7017589 103731 0 7121320 0 0 7121320 106820 7014500 350725 350725 3015 3015 347710 0 347710 0 347710 357043 0 357043 347710 0 0 4240 2297 6537 357043 0 0 0 347710 9333 0 0 15870 0 0 0 0 0 0 0 15870 4240 2297 9333 X COLUMBIA BUSINESS SCHOOL 622 WEST 113TH STREET MAIL CODE 4524 NEW YORK NY 10025 PUBLIC CHARITY ANNUAL FUND 600 COMMUNITIES IN SCHOOLS NEW MEXICO 1442 S SAINT FRANCIS DR STE F SANTA FE NM 87504 PUBLIC CHARITY GENERAL OPERATING 5000 DAYS FOR GIRLS 102 OHIO ST BELLINGHAM WA 98225 PUBLIC CHARITY GENERAL OPERATING 5000 DONORS CHOOSE 134 WEST 37TH ST 11TH FLOOR NEW YORK NY 10018 PUBLIC CHARITY GENERAL OPERATING 5000 FILM SOCIETY OF LINCOLN CENTER 165 WEST 65TH ST NEW YORK NY 10023 PUBLIC CHARITY GENERAL OPERATING 11650 FOOD DEPOT 1222 A SILER ROAD SANTA FE NM 87507 PUBLIC CHARITY GENERAL OPERATING 3000 GIRLS INC OF SANTA FE 301 HILLSIDE AVE SANTA FE NM 87501 PUBLIC CHARITY GENERAL OPERATING 5000 GUGGENHEIM (SOLOMON R) MUSEUM 1071 FIFTH AVE NEW YORK NY 10128 PUBLIC CHARITY GENERAL OPERATING 4434 HOSPITAL FOR SPECIAL SURGERY 535 EAST 70TH ST NEW YORK NY 10021 PUBLIC CHARITY ANNUAL FUND 500 INTERNATIONAL FOLK ART ALLIANCE 725 CAMINO LEJO SANTA FE NM 87505 PUBLIC CHARITY GENERAL OPERATING 55000 METROPOLITAN MUSEUM 1000 FIFTH AVENUE NEW YORK NY 10028 PUBLIC CHARITY GENERAL OPERATING 10643 MNM MUSEUM OF NEW MEXICO FOUNDATION PO BOX 2065 SANTA FE NM 87504 PUBLIC CHARITY GENERAL OPERATING & EXHIBITION SUPPORT 46644 MOMA 11 WEST 53 STREET NEW YORK NY 10019 PUBLIC CHARITY GENERAL OPERATING & EXHIBITION SUPPORT 14262 MURFREESBORO HISTORICAL SOCIETY POST OFFICE BOX 3 MURFREESBORO NC 27855 PUBLIC CHARITY GENERAL OPERATING 5000 NEW MUSEUM 235 BOWERY NEW YORK NY 10002 PUBLIC CHARITY GENERAL OPERATING 7160 PRINCETON ALUMNICORP 12 STOCKTON ST PRINCETON NJ 08540 PUBLIC CHARITY EMERGING LEADERS PROGRAM; GENERAL OPERATING 42500 PRINCETON UNIVERSITY 12 STOCKTON ST PRINCETON NJ 08540 PUBLIC CHARITY GENERAL OPERATING 1200 SCHOOL FOR ADVANCED RESEARCH PO BOX 2188 SANTA FE NM 87504 PUBLIC CHARITY GENERAL OPERATING 2500 SCHOOL OF AMERICAN BALLET 70 LINCOLN CENTER PLAZA NEW YORK NY 10023 PUBLIC CHARITY GENERAL OPERATING 2500 SITE SANTA FE 1606 PASEO DE PERALTA SANTA FE NM 87501 PUBLIC CHARITY GENERAL OPERATING 107400 STUDIO MUSEUM IN HARLEM 310 LENOX AVENUE 3RD FLR NEW YORK NY 10027 PUBLIC CHARITY GENERAL OPERATING 10000 WFUV FORDAM UNIVERSITY BRONX NY 10458 PUBLIC CHARITY GENERAL OPERATING 2600 WHITNEY MUSEUM 945 MADISON AVENUE NEW YORK NY 10021 PUBLIC CHARITY EDUCATION SUPPORT 7500 355093 0 14 314 14 216927 0 217241 0 217241 0 0 0 0 0 0 0 0 0 0 X X 1 CORA LOUISE HARRIS CHARITABLE LEAD TRUST 1080 FIFTH AVENUE APT 5-A NEW YORK NY 101280102 159659 X ALLIANCE HIGH - 4200 SHARES 55405 42504 SPDR TR SER 1 - 2300 SHARES 283756 1093213 INVESCO VAN KAMP SR INC - 11889 SHARES 64191 48745 USB - 900 SHARES 38229 38952 I-SHARES MID CAP 400 IJH - 3100 SHARES 253379 859165 I-SHARES SML CAP 600 - 8000 SHARES 248809 866000 REALTY INCOME CORP - 3000 SHARES 92589 172260 MDLZ - MONDELEZ INT. INC 2515 88614 182161 VANGUARD CONSUMER STAPLES (VDC) 1700 142952 324632 SPLV - 2300 SHARES 77300 144118 TRUIST - 3150 SHARES 117203 116298 COCA COLA - 3900 SHARES 160968 229827 PHILIP MORRIS - 2360 SHARES 209600 222029 VCSH VANGUARD - 3900 SHARES 309492 301743 EXXON MOBIL - 2100 SHARES 184408 209958 SCHWAB US DIV SCHD - 4400 SHARES 310680 388263 SPDR BARCLAYS SPSB - 5000 SHARES 153125 148900 AMERICAN EXPRESS - 500 SHARES 42372 93670 ALTRIA GROUP - 1700 SHARES 104438 68578 PWRSHS SR LOAN PORT - 3000 SHARES 69319 63540 PIMCO ENHCD SHRT MATUR - 2200 SHARES 223362 219538 OCCIDENTAL PETROL - 800 SHARES 47666 47768 IGIB - 4000 SHARES 225242 208000 IGSB - 3000 SHARES 157965 153825 EMERGING MARKETS ETF - 800 SHARES 51466 44472 VANGUARD SHORT TERM BOND ETF - 1800 SHARES 141610 138636 JP MORGAN ULTRA SHORT INCOME ETF - 5500 SHARES 277845 276265 3M COMPANY - 1200 SHARES 191861 131184 OCCIDENTAL PETROL WTS - 100 SHARES 495 3893 VANGUARD MORT BACKED SECS VMBS - 3000 SHS 162218 139080 AEP 600 SHARES 52562 48732 NEXTERA ENERGY 700 SHS 52911 42518 VALERO ENERGY 800 SHS 50386 104000 SPDR BLACKSTONE SENIOR LOAN 1500 SHS 66990 62895 VANGUARD DIVIDEND APPREC 300 SHS 46271 51120 GLOBAL X CYBERSECURITY ETF 1000 SHS 21136 29310 ETF MANAGERS ETFMG PRIME CYBER 600 SHS 26882 36246 LEGAL FEES 1950 0 1950 BOOK COST UPDATES 55 INVESTMENT FEES 68 68 0 US TREASURY 2829 0 0 FOREIGN TAXES 211 211 0