2024-05-20T11:44:36-07:00 2023-12-31 800008506 Puzo & Mortenson LLC 505 Boulevard Kenilworth NJ 07033 990PF 2023-01-01 461553948 THE BYRNE FOUNDATION INC BYRN 9192915400 104 PRESTONIAN PL MORRISVILLE NC 27560 RICHARD J BYRNE President 2024-05-20 true RICHARD J BYRNE 999009999 true KEITH P MORTENSON CPA P01282567 9087093703 2 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 2479188 X X 1382 1382 33720 33720 -15246 90000 19856 35102 3000 1500 1500 2907 2907 5907 4407 1500 120000 120000 125907 4407 121500 -106051 30695 37712 20489 20489 180450 180450 1085250 1159242 1070414 1373449 1377404 1271353 2479188 0 X 1377404 1271353 1377404 1271353 1377404 1271353 1377404 -106051 1271353 1271353 9,484 SHS VANGUARD TOTAL BOND MKT P 2000-01-01 2023-12-06 90000 105246 -15246 -15246 -15246 427 427 427 4681 4681 4254 4254 false false false false false false false true true NC true false false false false true N/A PUZO & MORTENSON LLC 9087093703 505 BLVD KENILWORTH NJ 07033 false false false false false false false false false false false false false false false false false false false false false false RICHARD J BYRNE 105 FAIRWAY VALLEY COURT CARY NC 27513 President 0.50 0 SANDRA OFFNICK-BYRNE 105 FAIRWAY VALLEY COURT CARY NC 27513 Vice President 0.50 0 JAMES MORTENSON 920 WOODVIEW ROAD BRIELLE NJ 08730 Treasurer 0.50 0 NONE NONE 2374877 39944 0 2414821 0 2414821 36222 2378599 118930 118930 427 427 118503 118503 118503 121500 121500 118503 5246 5109 2315 12670 121500 0 118503 2997 15667 0 15667 5246 5109 2315 2997 X THE CARYING PLACE PO BOX 622 CARY NC 27512 NONE PC ANNUAL APPEAL, AUCTION ETC. 15000 CROHN'S COLITIS FOUNDATION OF AMERI 1100 S MINT ST CHARLOTTE NC 28203 NONE PC RESEARCH FUNDING 25000 YMCA 101 YMCA DRIVE CARY NC 27513 NONE PC GENERAL OPERATING FUND 10000 HORSE BUDDY 4728 OLD US HIGHWAY 1 NEW HILL NC 27562 NONE PC GENERAL OPERATING FUND 5000 TROSA 1820 JAMES STREET DURHAM NC 27707 NONE PC GENERAL USE 5000 THE CENTER FOR VOLUNTEER CAREGIVING 1150 SE MAYNARD RD CARY NC 27511 NONE PC GENERAL OPERATING FUND 5000 CHILDREN'S FLIGHT OF HOPE 1005 DRESSER COUT RALEIGH NC 27609 NONE PC GENERAL OPERATING FUND 10000 WUNC 120 FRIDAY CENTER DRIVE CHAPEL HILL NC 27517 NONE PC GENERAL OPERATING FUND 2500 HOLLY'S NEST ANIMAL RESCUE 309 LAZY WATERS LN SANFORD NC 27330 NONE PC GENERAL OPERATING FUND 15000 COVENANT HOUSE 461 EIGHT AVE NEW YORK NY 10001 NONE PC GENERAL OPERATING FUND 5000 EXPLORIS SCHOOL 401 HILLSBOROUGH ST RALEIGH NC 27603 NONE EOF GENERAL OPERATING FUND 10000 ALZHEIMER'S ASSOC EASTERN NC 5171 GLENWOOD AVE RALEIGH NC 27612 NONE PC GENERAL OPERATING FUND 10000 MONTCLAIR STATE 1 NORMAL AVENUE MONTCLAIR NJ 07043 NONE EOF GENERAL OPERATING FUND 2500 120000 14 1382 14 33720 18 -15246 19856 19856 false false false false false false false false false false 3000 1500 0 1500 2 SHS BERKSHIRE HATHAWAY CL A 180450 1085250 3,906 SHS VANGUARD INTL STOCK IX ADMIRAL AT COST 204068 226392 47,014 SHS VANGUARD TOTAL BOND MKT INDEX AT COST 526193 456510 2,911 SHS VANGUARD TOTAL STOCK MKT INDE AT COST 340153 690547 BROKERAGE FEES 2907 2907