2025-11-13T12:18:59-06:00 2024-12-31 561031342 WILLIAMS OVERMAN PIERCE LLP 2501 ATRIUM DRIVE SUITE 500 RALEIGH NC 27607 990PF 2024-01-01 066025946 THE MARY LYNN RICHARDSON FUND MARY 3362745471 PO BOX 20124 GREENSBORO NC 27420 BRITT A PREYER TRUSTEE 3362745471 2025-11-13 1 1 JONATHAN T HOWARD CPA P01356565 9197823444 2025-11-13 X 2024 2025-03-06 01:10:19Z X 7173328 X X 22568 22568 42468 170034 584373 172707 10302 237743 787277 0 0 0 16567 3570 12305 0 49257 84549 20826 52827 113421 20826 318592 318592 371419 113421 339418 -133676 673856 353875 570199 570199 5130954 5338118 6603129 5484829 5908317 7173328 0 0 X 5484829 5908317 0 0 0 0 5484829 5908317 5484829 5908317 5484829 -133676 728746 6079899 171582 5908317 PAIF LLC-ST CAPITAL LOSS P 2024-01-01 2024-12-31 60057 -60057 -60057 PAIF LLC-LT CAPITAL GAIN P 2023-01-01 2024-12-31 641170 641170 641170 PAIF LLC-SECTION 1256-ST GAIN P 2024-01-01 2024-12-31 953 953 953 PAIF LLC-SECTION 1256-LT GAIN P 2023-01-01 2024-12-31 1429 1429 1429 PAIF LLC-SECTION 1231 GAIN P 2024-01-01 2024-12-31 878 878 878 584373 9367 0 9367 0 9367 0 0 0 0 0 91 9458 0 0 0 0 0 0 0 0 0 0 1 1 NC 1 0 0 0 0 1 N/A PIEDMONT TRUST COMPANY 3362745471 800 GREEN VALLEY ROAD STE 203 GREENSBORO NC 27408 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BETSY BONEY MEAD C/O PIEDMONT TRUST BOX 20124 GREENSBORO NC 27420 TRUSTEE 0.50 0 0 0 BRITT A PREYER C/O PIEDMONT TRUST BOX 20124 GREENSBORO NC 27420 TRUSTEE 0.50 0 0 0 PATRICIA S AGNEW C/O PIEDMONT TRUST BOX 20124 GREENSBORO NC 27420 TRUSTEE 0.50 0 0 0 MATTHEW LEM C/O PIEDMONT TRUST BOX 20124 GREENSBORO NC 27420 TRUSTEE 0.50 0 0 0 ANNE H WAGONER C/O PIEDMONT TRUST BOX 20124 GREENSBORO NC 27420 TRUSTEE 0.50 0 0 0 NONE 0 NONE 0 0 6753122 449317 0 7202439 0 0 7202439 108037 7094402 354720 354720 9367 9367 345353 0 345353 0 345353 339418 0 339418 345353 283024 0 0 339418 283024 0 0 56394 0 0 0 0 0 0 0 0 288959 0 0 0 MARY LYNN RICHARDSON FUND PIEDMONT P O BOX 20124 GREENSBORO NC 27420 3362745471 WRITTEN PROPOSAL WITH A COPY OF INTERNAL REVENUE SERVICE EXEMPTION LETTER AUGUST 31 OF EACH CALENDAR YEAR THE MARY LYNN RICHARDSON FUND PROVIDES BASIC NEEDS FUNDING (HEALTH, EDUCATIONAL AND SHELTER). THIS IS NOT A BRICKS AND MORTAR FUND. FUNDS AVAILABLE ARE DISBURSED 50% TO FOREIGN 501 (C)(3) ORGANIZATIONS AND 50% TO DOMESTIC 501 (C)(3) ORGANIZATIONS. GRANTS TO INDIVIDUALS ARE FOR GENERAL SUPPORT FOR INDIGENT PERSONS AND FOR ASSISTANCE WITH THEIR MEDICAL EXPENSES. THESE GRANTS ARE LIMITED TO NON FAMILY PERSONS KNOWN BY ONE OF THE TRUSTEES AND ARE EXTREMELY RARE. DOMESTIC GRANTS ARE PAID TO ORGANIZATIONS WHOSE PROGRAMS IMPACT THE STATE OF NORTH CAROLINA. GUILFORD COUNTY PROGRAMS HAVE PREFERENCE OVER OTHER COUNTIES IN NORTH CAROLINA. AUTISM SOCIETY OF NC INC 505 OBERLIN ROAD SUITE 230 RALEIGH NC 27605 NONE PC TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. 2500 BON SAMARITAIN MISSION HAITI 4812 JEANETTE COURT ST CLOUD FL 34771 NONE PC TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. 26892 CHURCH WORLD SERVICE GREENSBORO 330 S GREENE ST 2ND FLOOR GREENSBORO NC 27401 NONE PC TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. 5000 DEL REY MISSIONS - EL RANCHO DEL REY PO BOX 4724 OLATHE KS 66063 NONE PC TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. 7200 FAMILY ROOM FOSTER CARE RESOURCE CENTER 204 WESTGATE DRIVE SUITE C GREENSBORO NC 27407 NONE PC TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. 10000 FAMILY SERVICE OF THE PIEDMONT INC 902 BONNER DRIVE JAMESTOWN NC 27282 NONE PC TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. 10000 FREEDOM FIRM USA PO BOX 4267 HOPKINS MN 55343 NONE PC TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. 5000 FRIENDS HOMES 925 NEW GARDEN ROAD GREENSBORO NC 27410 NONE PC TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. 5000 GREENSBORO URBAN MINISTRY 305 WEST LEE STREET GREENSBORO NC 27406 NONE PC TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. 10000 GUILFORD EDUCATION ALLIANCE 311 POMONA DRIVE SUITE E GREENSBORO NC 27407 NONE PC TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. 7500 HEARTS AND HANDS FOR HAITI 2013 MIDWOOD DRIVE RALEIGH NC 27604 NONE PC TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. 12000 JUSTICE DEFENDERS 2093 PHILADELPHIA PIKE 6214 CLAYMONT DE 19703 NONE PC TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. 20000 MEDICAL TEAMS INTERNATIONAL PO BOX 4288 PORTLAND OR 97208 NONE PC TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. 16892 NATIONAL FOUNDATION OF DENTISTRY FOR THE HANDICAPPED DENTAL LIFELINE NTWK 1800 15TH ST SUITE 100 DENVER CO 80202 NONE PC TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. 5000 PEOPLE TO PEOPLE LIASION PO BOX 751 GREENSBORO NC 27402 NONE PC TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. 5000 PRESBYTERIAN HOMES INC 2109 SANDY RIDGE ROAD COLFAX NC 27235 NONE PC TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. 10000 READING CONNECTIONS 1220 N ELM STREET SUITE 920 GREENSBORO NC 27401 NONE PC TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. 5000 SALVATION ARMY 1311 S EUGENE STREET GREENSBORO NC 27406 NONE PC TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. 14158 SEED PROGRAMS INC 125 S LEXINGTON AVE SUITE 101-11 ASHEVILLE NC 28801 NONE PC TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. 12000 WOMEN'S RESOURCE CENTER OF GREENSBORO 628 SUMMIT AVENUE GREENSBORO NC 27405 NONE PC TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. 5000 CHARLIE ROBINSON 150 NORTH COLLEGE STREET CHARLOTTE NC 28202 NONE I TO ASSIST INDIVIDUAL WITH MEDICAL EXPENSES. 1450 INTERACTIVE RESOURCE CENTER INC 407 EAST WASHINGTON STREET GREENSBORO NC 27401 NONE PC TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. 10000 DOCTORS WITHOUT BORDERS USA INC 40 RECTOR ST16 TH FLOOR NEW YORK NY 10006 NONE PC TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. 20000 COMMUNITY HOUSING SOLUTIONS OF GUILFORD INC 1031 SUMMIT AVENUE SUITE GREENSBORO NC 27405 NONE PC TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. 10000 YMCA OF GREENSBORO INC 620 GREEN VALLEY ROAD SUITE GREENSBORO NC 27408 NONE PC TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. 5000 GUILFORD ADULT HEALTH INC PO BOX 4031 GREENSBORO NC 27404 NONE PC TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. 5000 WHEELS4HOPE 4006 BURLINGTON ROAD GREENSBORO NC 27405 NONE PC TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. 5000 BARNABAS NETWORK PO BOX 2666 GREENSBORO NC 27402 NONE PC TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. 5000 OUT OF GARDEN PROJECT 300 NC HIGHWAY 68 SOUTH GREENSBORO NC 27409 NONE PC TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. 3000 BACKPACK BEGINNINGS 3711 ALLIANCE DRIVE GREENSBORO NC 27407 NONE PC TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. 10000 BENNET COLLEGE 900 E WASHINGTON STREET GREENSBORO NC 27401 NONE PC TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. 10000 ANNE K TAYLOR FUND 2724 ARVIN ROAD RALEIGH NC 27605 NONE PC TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. 25000 WHITE MEMORIAL PRESBYTERIAN CHURCH 1704 OBERLIN ROAD RALEIGH NC 27608 NONE PC TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. 10000 GREENSBORO FARMERS MARKET INC PO BOX 2617 GREENSBORO NC 27402 NONE PC TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. 5000 318592 0 14 22568 14 42468 14 172707 0 237743 0 237743 0 0 0 0 0 0 0 0 0 0 PIEDMONT ASSOCIATES INVESTMENT FUND LLC 4061148 4268312 5614309 PIMCO LOW DURATION 1069806 1069806 988820 PAIF LLC-DISTRIBUTIONS 171582 ACCTG, CHARITABLE & GRANT ADMINISTRATION 37541 28155 9385 CUSTODY 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