2025-10-31T11:46:14-04:00 2024-12-31 Russell Evans & Thompson PLLC 299 Herndon Parkway Suite 206 Herndon VA 201704467 990PF 2024-01-01 526054705 MARJORIE MERRIWEATHER POST FOUNDATION c/o ETON ADVISORS GROUP LLC % W JACKSON PARHAM JR MARJ 9194421545 301 W BARBEE CHAPEL ROAD Suite 303 CHAPEL HILL NC 27517 HENRY A DUDLEY JR VICE-CHAIRMAN 3016544763 2025-04-24 true true WCraig Thompson P00295094 7034780320 2024 2025-03-06 01:10:19Z X X 5765005 X 0 X 136994 136917 206004 809569 197142 58235 8366 401233 342425 0 72106 36053 0 36053 57379 51641 5738 951 944 4895 1545 52109 11306 187440 101489 0 41791 230013 230013 417453 101489 0 271804 -16220 240936 0 5236 5236 168543 211594 211594 5381455 5540300 5540297 12867 7878 7878 5562865 5765008 5765005 0 0 X 5562865 5765008 5562865 5765008 5562865 5765008 5562865 -16220 218468 5765113 105 5765008 S/T GAINS PUBLICLY TRADED SECURITIES P 111240 106861 4379 4379 L/T GAINS ON PUBLICLY TRADED SECURITIES P 587504 496704 90800 90800 LITIGATION SETTLEMENT ALLIANZ MUTUAL FUNDS P 24873 24873 24873 S/T GAINS FROM PTE P 19097 19097 19097 S/T GAINS FROM PTE - UBTI P 619 619 619 L/T GAINS FROM PTE P 21266 21266 21266 L/T GAINS FROM PTE - UBTI P 8243 8243 8243 CAPITAL GAIN DIVIDENDS P 36727 CAPITAL GAIN DIVIDENDS P 36727 CAPITAL GAIN DIVIDENDS P 36727 CAPITAL GAIN DIVIDENDS P 36727 CAPITAL GAIN DIVIDENDS P 36727 CAPITAL GAIN DIVIDENDS P 36727 CAPITAL GAIN DIVIDENDS P 36727 197142 3349 3349 3349 3372 0 3500 6872 X 3523 3523 false false false false false true true false true true DC true false false false false true W JACKSON PARHAM JR 9194421545 301 W BARBEE CHAPEL ROAD STE 303 CHAPEL HILL NC 27517 false false false true true false false false false false false false false false false false false false false false false false SPOTTSWOOD P DUDLEY 301 W BARBEE CHAPEL ROAD CHAPEL HILL NC 27517 VICE CHAIRMAN 0.5 0 0 0 HENRY A DUDLEY JR 301 W BARBEE CHAPEL ROAD CHAPEL HILL NC 27517 VICE CHAIRMAN 0.5 0 0 0 NINA CRAIG RUMBOUGH 301 W BARBEE CHAPEL ROAD CHAPEL HILL NC 27517 CHAIRPERSON 0.5 0 0 0 ELLEN MACNEILLE CHARLES 301 W BARBEE CHAPEL ROAD CHAPEL HILL NC 27517 TRUSTEE 0.5 0 0 0 GEORGE D IVERSON 301 W BARBEE CHAPEL ROAD CHAPEL HILL NC 27517 TRUSTEE 0.5 0 0 0 DEXTER BLACKWELL 301 W BARBEE CHAPEL ROAD CHAPEL HILL NC 27517 SECRETARY 0.5 0 0 0 ETON ADVISORS GROUP LLC 301 W BARBEE CHAPEL ROAD CHAPEL HILL NC 27517 INVESTMENT ADVISORY 55340 RUSSELL EVANS AND THOMPSON PLLC 299 Herndon Parkway Ste 206 HERNDON VA 20170 0 72106 N/A N/A N/A 4602687 217539 898378 5718604 0 5718604 85779 5632825 281641 281641 3349 3349 278292 278292 278292 271804 0 0 0 0 271804 278292 0 2022 2021 2020 0 41853 41853 271804 0 271804 0 6488 6488 35365 0 0 0 0 35365 35365 NA NA W JACKSON PARHAMJR CO ETON ADV 301 W BARBEE CHAPEL ROAD 303 CHAPEL HILL NC 27517 9194421545 N/A NONE NONE SEE SCHEDULE 20A ATTACHED CENTRAL PARK WEST AT 79TH STREET NEW YORK NY 100245192 NONE PC ALL ORGANIZATIONS ARE 509(A)(1)OR(2) PUBLIC CHARITIES(PC). SEE ATTACHMENT FOR DETAILS. 230000 CHAR CONTRIBUTIONS FROM PTE 301 W BARBEE CHAPEL ROAD CHAPEL HILL NC 27517 NONE PC REPORTED ON SCHEDULE K-1 13 230013 INCOME FROM PTE 900099 14 136994 900099 18 206004 ORDINARY INCOME(LOSS)-INVESTMENT IN PARTNERSHIPS 900099 14 57453 OTHER INCOME - PTE 900099 14 22 ROYALTY INCOME - PTE 900099 15 754 RENTAL INCOME - PTE 900099 16 6 401233 401233 false false false false false false false false false false AUDITING & TAX SERVICES 72106 36053 36053 DEXTER BLACKWELL MR. BLACKWELL IS A PARTNER WITH ETON ADVISORS GROUP,LLC. THIS FIRM PROVIDES INVESTMENT AND ADMINISTRATIVE SERVICES TO THE FOUNDATION. THE FEES PAID ARE REASONABLE AND COMMENSURATE WITH THE SERVICES PROVIDED. (SEE ATCH 3) ETON ADVISORS GROUP LLC INVESTMENT ADVISORY, AND ADMINISTRATIVE SERVICES RUSSELL EVANS AND THOMPSON PLLC TAX AND AUDITING SERVICES SEE ATTACHED SCHED FOR DETAIL OF EQUITY MUTUAL FUNDS FMV 2706114 2706114 SEE ATTACHED SCHED FOR DETAIL OF FIXED INCOME INVESTMENTS FMV 1445428 1445425 PARTNERSHIPS: PLEXUS FD IV-A LP FMV 101519 101519 KAYNE ANDRSN ENERGY FD VII LP FMV 70809 70809 ACCOLADE PARTNERS VI LP FMV 422110 422110 BW GAS & CONVENIENCE OFFSHR FMV 182119 182119 BW GAS & CONVENIENCE OFFSH II FMV 69619 69619 KEPE CONTINUATION FUND I FMV 44324 44324 AMG PANTHEON FUND FMV 498258 498258 DUE FROM BROKER 2867 7878 7878 DUE FRON BNY MELLON 10000 NON-DED. EXPENSES 105 PTE SECT. 59(E)(2)AMORT - UBTI 23814 OTHER EXPENSES - PTE 10173 10173 ROYALTY DED. PTE 131 131 CHAR CONTRIBUTIONS PTE-UBTI 27 MISCELLANEOUS EXPENSES 1002 1002 MISCELLANEOUS EXPESES PTE-UBTI 26 PTE - DEPLETION ALLOWED - UBTI 16936 ORDINARY INCOME, PTE 7584 7584 ORDINARY INCOME, PTE - UBTI 49869 ROYALTY INC., PTE 754 754 OTHER INCOME - PTE 22 22 RENTAL INCOME - PTE 6 6 UNREALIZED GAINS ON INVESTMENTS 218468 INV. ADVISORY AND ADMIN FEES 57379 51641 5738 FOREIGN TAXES 1545 1545 STATE UBIT 350 FEDERAL EXCISE TAX 3000