2024-08-05T16:02:32-05:00 2023-11-30 363856676 KUTCHINS ROBBINS & DIAMOND LTD 1051 PERIMETER DR 9TH FLOOR SCHAUMBURG IL 60173 990PF 2022-12-01 364055432 SHELBY FAMILY FOUNDATION SHEL 8478679666 211 MEADOWMONT LANE CHAPEL HILL NC 27517 CAROLE SHELBY PRESIDENT 8478679666 2024-07-22 1 0 EUGENE BARINHOLTZ P00967812 8472401040 2024-07-22 2022 2024-08-08 14:25:15Z X 741874 X X 32846 32846 16687 330657 16687 49533 49533 0 0 0 2100 0 0 5356 5356 0 451 0 0 264 10 0 8171 5366 0 40000 40000 48171 5366 40000 1362 44167 27329 43440 43440 613888 598372 621055 74150 74917 77379 715367 716729 741874 0 0 X 715367 716729 715367 716729 715367 716729 715367 1362 0 716729 0 716729 PUBLICALLY TRADED SECURITIES 280081 264360 15721 15721 PUBLICALLY TRADED SECURITIES 50576 49610 966 966 16687 614 0 614 0 614 0 0 0 0 0 35 649 0 0 0 0 0 0 0 0 0 0 1 1 IL 1 0 0 0 0 1 N/A CAROLE L SHELBY 8478679666 211 MEADOWMONT LANE CHAPEL HILL NC 27517 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CAROLE SHELBY 510 MEADOWMONT VILLAGE CIR 316 CHAPEL HILL NC 275177584 PRESIDENT/DIRECTOR 0.25 0 0 0 JUSTIN SHELBY 510 MEADOWMONT VILLAGE CIR 316 CHAPEL HILL NC 275177584 TREASURER/DIRECTOR 0.25 0 0 0 PAIGE OIUMET 510 MEADOWMONT VILLAGE CIR 316 CHAPEL HILL NC 275177584 SECRETARY/DIRECTOR 0.25 0 0 0 NONE 0 NONE 0 THE SHELBY FAMILY FOUNDATION (THE "FOUNDATION") IS A NONPROFIT ORGANIZATION WHOSE PURPOSE IS TO MAKE GRANTS TO OTHER TAX-EXEMPT ORGANIZATIONS AS DETERMINED BY THE DIRECTORS AND THE FOUNDATION. THE FOUNDATION MAKES BROAD BASED DONATIONS TO BE USED IN CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, CULTURAL AND EDUCATIONAL PURPOSES. 40000 0 717954 36422 0 754376 0 0 754376 11316 743060 37153 37153 614 614 36539 0 36539 0 36539 40000 0 40000 36539 38724 0 0 40000 38724 0 0 1276 0 0 0 0 0 0 0 0 35263 0 0 0 CAROLE SHELBY 211 MEADOWMONT LANE CHAPEL HILL NC 27517 8477841812 WRITTEN WITH EVIDENCE OF SECTION 501(C)3 NONE NONE FLOAT HOPE OF IRC MINNOWS 6001 HIGHWAY A1A-PMB 8071 INDIAN RIVER SHORES FL 32963 NONE 501C3 CHARITABLE 500 SNAPP FOR TEENS PO BOX 272955 FORT COLLINS CO 80527 NONE 501C3 CHARITABLE 500 LARIMER HUMANE SOCIETY 3501 E 71ST STREET LOVELAND CO 80538 NONE 501C3 CHARITABLE 2500 SAVE THE CHILDREN FEDERATION 501 KINGS HIGHWAY EAST SUITE 400 FAIRFIELD CT 06825 NONE 501C3 CHARTIABLE 500 ROCKY MOUNTAIN RAPTOR PROGRAM 2519 S SHEILDS ST 115 FORT COLLINS CO 80526 NONE 501C3 CHARITABLE 1000 CAMP KESEM 440 N BARRANCA AVE 2273 COVINA CO 91723 NONE 501C3 CHARITABLE 250 DAWN HEALTH PO BOX 6393 AURORA CO 80045 NONE 501C3 CHARITABLE 250 VERO BEACH MUSEUM OF ART 3001 RIVERSIDE PARK DR VERO BEACH FL 32963 NONE 501C3 CHARITABLE 3100 HOMELESS CHILDREN IRC 6001 HIGHWAY A1A-PMB 8071 INDIAN RIVER SHORES FL 32963 NONE 501C3 CHARITABLE 8000 ACKLAND ART MUSEUM UNC PO BOX 309 CHAPEL HILL NC 27514 NONE 501C3 CHARITABLE 4000 YOUTH SAILING FOUNDATION PO BOX 612 VERO BEACH FL 32961 NONE 501C3 CHARITABLE 1400 NORTH CAROLINA BALLET 3401-131 ATLANTIC AVE RALEIGH NC 27604 NONE 501C3 CHARITABLE 2000 VERO BEACH BALLET 2135 WINDWARD WAY 209 VERO BEACH FL 32963 NONE 501C3 CHARITABLE 1000 ORCA 2515 AIRPORT N DRIVE BLDG B VERO BEACH FL 32960 NONE 501C3 CHARITABLE 1000 NORTH CAROLINA MUSEUM OF ART 2110 BLUE RIDGE ROAD RALEIGH NC 27607 NONE 501C3 CHARITABLE 1000 PLAYMAKERS THEATRE UNC PO BOX 309 CHAPEL HILL NC 27514 NONE 501C3 CHARITABLE 2000 CAROLINA PERFORMING ARTS UNC PO BOX 309 CHAPEL HILL NC 27514 NONE 501C3 CHARITABLE 1000 DUKE CANCER CENTER 710 W MAIN STREET SUITE 200 DURHAM NC 27701 NONE 501C3 CHARITABLE 5000 SAVING GRACE PO BOX 1649 WAKE FOREST NC 27588 NONE 501C3 CHARITABLE 2500 FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA 1924 CAPITAL BLVD RALEIGH NC 27604 NONE 501C3 CHARITABLE 2500 40000 0 14 32846 18 16687 0 49533 0 49533 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 2100 0 0 AMERICAN CENTRY SMALL CAP VALUE FUND CL I N/L 14446 14084 BAILLIE GIFFORD INTERNATIONAL GROWTH FUND INSTL CL N/L 19675 13950 BLACKROCK TECHNOLOGY OPPOERTUNITIES FD INSTL CL N/L 28134 35326 BROWN ADVISORY BEUTEL GOODMAN LARGE CAP VAL FD INSTL SHR N/L 34600 34676 CLARKSTON PARTNERS FUND INSTL CL N/L 33950 34253 DODGE & COX INCOME FUND CL I N/L 39755 36271 FEDERATED HERMES STRATEGIC VALUE DIV FD INSTL SHRS IS N/L 35501 33999 FULLER & THALER BEHAVIORAL SMALL CAP EQ FD INSTL CL N/L 10287 14796 GQG PARTNERS EMERGING MARKETS EQUITY FUND INSTL CL N/L 18500 19126 GQG PARTNERS US SELECT QUALITY EQUITY FUND INSTL CL N/L 33569 35065 LOOMIS SAYLES GROWTH FUND CL Y N/L - NATIXIS ADVISOR 34600 35280 MATTHEWS PACIFIC TIGER FUND INVESTOR CL N/L 25304 17024 OAKMARK INTERNATIONAL FUND INVESTOR CL N/L 12340 13995 OSTERWEIS EMERGING OPPORTUNITY FUND N/L 14038 14124 PARNASSUS CORE EQUITY FUND INVESTOR CL N/L 36544 35249 PIMCO SHORT TERM FUND CL 12 N/L 36932 36663 PRINCIPAL MID CAP FUND INSTL SHARES N/L 32098 37712 PRINCIPAL SPECTRUM PREFERRED AND CPTL SECS INC FD CL I N/L 40267 36614 TCW EMERGING MARKETS INCOE FUND CL I N/L 36395 36777 VANGUARD INDEX FUNDS S&P 500ETF SHS NEW 32231 54942 WCM FOCUSED INTERNATIONAL GROWTH FD INSTL CL N/L 20774 25486 WCM INTERNATIONAL SMALL CAP GROWTH FUND INSTL CL N/L 8432 5643 ALLSPRING GLOBAL LONG SHORT EQUITY FUND CL I N/L AT COST 9612 9970 BLACKSTONE ALTERNATIVE MULTI STRATEGY FUND CL I N/L AT COST 9644 9724 DIAMOND HILL LONG-SHORT FUND CL I N/L AT COST 10380 10668 GATEWAY FUND CL Y N/L NATXIS ADVISOR AT COST 8601 10049 JP MORGAN HEDGED EQUITY FUND CL I N/L AT COST 7831 10832 RREEF PROPERTY TR INCORPORATED COM CLASS B AT COST 28849 26136 BANK FEES 10 10 0 FILING FEES 15 0 0 MISCELANEOUS 239 0 0 INVESTMENT MANAGMENT 5356 5356 0 EXCISE TAX 451 0 0