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        </PersonsWithBooksName>
        <PhoneNum>7043421000</PhoneNum>
        <LocationOfBooksUSAddress>
          <AddressLine1Txt>PO Box 11797</AddressLine1Txt>
          <CityNm>Charlotte</CityNm>
          <StateAbbreviationCd>NC</StateAbbreviationCd>
          <ZIPCd>28220</ZIPCd>
        </LocationOfBooksUSAddress>
        <ForeignAccountsQuestionInd>false</ForeignAccountsQuestionInd>
      </StatementsRegardingActyGrp>
      <StatementsRegardingActy4720Grp>
        <SaleOrExchDisqualifiedPrsnInd>false</SaleOrExchDisqualifiedPrsnInd>
        <BrrwOrLendDisqualifiedPrsnInd>false</BrrwOrLendDisqualifiedPrsnInd>
        <FurnGoodsDisqualifiedPrsnInd>false</FurnGoodsDisqualifiedPrsnInd>
        <PayCompDisqualifiedPrsnInd>false</PayCompDisqualifiedPrsnInd>
        <TransferAstDisqualifiedPrsnInd>false</TransferAstDisqualifiedPrsnInd>
        <PaymentToGovernmentOfficialInd>false</PaymentToGovernmentOfficialInd>
        <ActsFailToQlfyAsExceptionsInd>false</ActsFailToQlfyAsExceptionsInd>
        <UncorrectedPriorActsInd>false</UncorrectedPriorActsInd>
        <UndistributedIncomePYInd>false</UndistributedIncomePYInd>
        <BusinessHoldingsInd>false</BusinessHoldingsInd>
        <JeopardyInvestmentsInd>false</JeopardyInvestmentsInd>
        <UncorrectedPYJeopardyInvstInd>false</UncorrectedPYJeopardyInvstInd>
        <InfluenceLegislationInd>false</InfluenceLegislationInd>
        <InfluenceElectionInd>false</InfluenceElectionInd>
        <GrantsToIndividualsInd>false</GrantsToIndividualsInd>
        <GrantsToOrganizationsInd>false</GrantsToOrganizationsInd>
        <NoncharitablePurposeInd>false</NoncharitablePurposeInd>
        <RcvFndsToPayPrsnlBnftCntrctInd>false</RcvFndsToPayPrsnlBnftCntrctInd>
        <PayPremiumsPrsnlBnftCntrctInd>false</PayPremiumsPrsnlBnftCntrctInd>
        <ProhibitedTaxShelterTransInd>false</ProhibitedTaxShelterTransInd>
        <SubjToTaxRmnrtnExPrchtPymtInd>false</SubjToTaxRmnrtnExPrchtPymtInd>
      </StatementsRegardingActy4720Grp>
      <OfficerDirTrstKeyEmplInfoGrp>
        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>JM Bryan Taylor</PersonNm>
          <USAddress>
            <AddressLine1Txt>PO Box 11797</AddressLine1Txt>
            <CityNm>Charlotte</CityNm>
            <StateAbbreviationCd>NC</StateAbbreviationCd>
            <ZIPCd>28220</ZIPCd>
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          <TitleTxt>Trustee</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>15.00</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>0</CompensationAmt>
        </OfficerDirTrstKeyEmplGrp>
        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>Shawn Taylor</PersonNm>
          <USAddress>
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            <CityNm>Charlotte</CityNm>
            <StateAbbreviationCd>NC</StateAbbreviationCd>
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        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>Carolyn Taylor</PersonNm>
          <USAddress>
            <AddressLine1Txt>PO Box 11797</AddressLine1Txt>
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            <StateAbbreviationCd>NC</StateAbbreviationCd>
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        <CompOfHghstPdCntrctOrNONETxt>NONE</CompOfHghstPdCntrctOrNONETxt>
      </OfficerDirTrstKeyEmplInfoGrp>
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        <AverageMonthlyFMVOfSecAmt>1881129</AverageMonthlyFMVOfSecAmt>
        <AverageMonthlyCashBalancesAmt>92148</AverageMonthlyCashBalancesAmt>
        <FMVAllOtherNoncharitableAstAmt>0</FMVAllOtherNoncharitableAstAmt>
        <TotalFMVOfUnusedAssetsAmt>1973277</TotalFMVOfUnusedAssetsAmt>
        <ReductionClaimedAmt>0</ReductionClaimedAmt>
        <AdjustedTotalFMVOfUnusedAstAmt>1973277</AdjustedTotalFMVOfUnusedAstAmt>
        <CashDeemedCharitableAmt>29599</CashDeemedCharitableAmt>
        <NetVlNoncharitableAssetsAmt>1943678</NetVlNoncharitableAssetsAmt>
        <MinimumInvestmentReturnAmt>97184</MinimumInvestmentReturnAmt>
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      <DistributableAmountGrp>
        <MinimumInvestmentReturnAmt>97184</MinimumInvestmentReturnAmt>
        <TaxBasedOnInvestmentIncomeAmt>1330</TaxBasedOnInvestmentIncomeAmt>
        <TotalTaxAmt>1330</TotalTaxAmt>
        <DistributableBeforeAdjAmt>95854</DistributableBeforeAdjAmt>
        <DistributableBeforeDedAmt>95854</DistributableBeforeDedAmt>
        <DistributableAsAdjustedAmt>95854</DistributableAsAdjustedAmt>
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        <QualifyingDistributionsAmt>107159</QualifyingDistributionsAmt>
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      <UndistributedIncomeGrp>
        <DistributableAsAdjustedAmt>95854</DistributableAsAdjustedAmt>
        <ExcessDistributionCyovYr5Amt>51251</ExcessDistributionCyovYr5Amt>
        <ExcessDistributionCyovYr4Amt>110504</ExcessDistributionCyovYr4Amt>
        <ExcessDistributionCyovYr3Amt>133600</ExcessDistributionCyovYr3Amt>
        <ExcessDistributionCyovYr2Amt>15432</ExcessDistributionCyovYr2Amt>
        <ExcessDistributionCyovYr1Amt>29319</ExcessDistributionCyovYr1Amt>
        <TotalExcessDistributionCyovAmt>340106</TotalExcessDistributionCyovAmt>
        <QualifyingDistributionsAmt>107159</QualifyingDistributionsAmt>
        <TreatedAsDistriFromCorpusAmt>0</TreatedAsDistriFromCorpusAmt>
        <AppliedToCurrentYearAmt>95854</AppliedToCurrentYearAmt>
        <RemainingDistriFromCorpusAmt>11305</RemainingDistriFromCorpusAmt>
        <TotalCorpusAmt>351411</TotalCorpusAmt>
        <UndistributedIncomeCYAmt>0</UndistributedIncomeCYAmt>
        <ExcessDistriCyovFromYr5Amt>51251</ExcessDistriCyovFromYr5Amt>
        <ExcessDistriCyovToNextYrAmt>300160</ExcessDistriCyovToNextYrAmt>
        <ExcessFromYear4Amt>110504</ExcessFromYear4Amt>
        <ExcessFromYear3Amt>133600</ExcessFromYear3Amt>
        <ExcessFromYear2Amt>15432</ExcessFromYear2Amt>
        <ExcessFromYear1Amt>29319</ExcessFromYear1Amt>
        <ExcessFromCurrentYearAmt>11305</ExcessFromCurrentYearAmt>
      </UndistributedIncomeGrp>
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        <GrantOrContributionPdDurYrGrp>
          <RecipientPersonNm>The Wallace Collection</RecipientPersonNm>
          <RecipientUSAddress>
            <AddressLine1Txt>5 Pennslyvaniz Plaza 7</AddressLine1Txt>
            <CityNm>New York</CityNm>
            <StateAbbreviationCd>NY</StateAbbreviationCd>
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        <GrantOrContributionPdDurYrGrp>
          <RecipientPersonNm>SAIL Central America</RecipientPersonNm>
          <RecipientUSAddress>
            <AddressLine1Txt>1200 E Morehead St Ste 275</AddressLine1Txt>
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            <StateAbbreviationCd>NC</StateAbbreviationCd>
            <ZIPCd>28204</ZIPCd>
          </RecipientUSAddress>
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        <GrantOrContributionPdDurYrGrp>
          <RecipientPersonNm>Christ School</RecipientPersonNm>
          <RecipientUSAddress>
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            <StateAbbreviationCd>NC</StateAbbreviationCd>
            <ZIPCd>28704</ZIPCd>
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        <GrantOrContributionPdDurYrGrp>
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          <RecipientUSAddress>
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            <StateAbbreviationCd>NC</StateAbbreviationCd>
            <ZIPCd>27515</ZIPCd>
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          <Amt>2000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientPersonNm>Holy Trinity Church</RecipientPersonNm>
          <RecipientUSAddress>
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            <CityNm>McLean</CityNm>
            <StateAbbreviationCd>VA</StateAbbreviationCd>
            <ZIPCd>22101</ZIPCd>
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          <RecipientFoundationStatusTxt>501(c)(3)</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>For Operating Funds</GrantOrContributionPurposeTxt>
          <Amt>5000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientPersonNm>Virginia Athletic Foundation</RecipientPersonNm>
          <RecipientUSAddress>
            <AddressLine1Txt>1815 Stadium Rd</AddressLine1Txt>
            <CityNm>Charlottesville</CityNm>
            <StateAbbreviationCd>VA</StateAbbreviationCd>
            <ZIPCd>22903</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusTxt>501(c)(3)</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>For Operating Funds</GrantOrContributionPurposeTxt>
          <Amt>20000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientPersonNm>Us Against Alzheimers</RecipientPersonNm>
          <RecipientUSAddress>
            <AddressLine1Txt>1101 S St NW</AddressLine1Txt>
            <CityNm>Washington</CityNm>
            <StateAbbreviationCd>DC</StateAbbreviationCd>
            <ZIPCd>20005</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusTxt>501(c)(3)</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>For Operating Funds</GrantOrContributionPurposeTxt>
          <Amt>23000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientPersonNm>Charlotte Ballet</RecipientPersonNm>
          <RecipientUSAddress>
            <AddressLine1Txt>701 N Tryon Street</AddressLine1Txt>
            <CityNm>Charlotte</CityNm>
            <StateAbbreviationCd>NC</StateAbbreviationCd>
            <ZIPCd>28202</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusTxt>501(c)(3)</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>For Operating Funds</GrantOrContributionPurposeTxt>
          <Amt>7000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientPersonNm>CaringBridge</RecipientPersonNm>
          <RecipientUSAddress>
            <AddressLine1Txt>2750 Blue Water Rd 275</AddressLine1Txt>
            <CityNm>Saint Paul</CityNm>
            <StateAbbreviationCd>MN</StateAbbreviationCd>
            <ZIPCd>55121</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusTxt>501(c)(3)</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>For Operating Funds</GrantOrContributionPurposeTxt>
          <Amt>525</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientPersonNm>Hillsdale College</RecipientPersonNm>
          <RecipientUSAddress>
            <AddressLine1Txt>33 E College</AddressLine1Txt>
            <CityNm>Hillsdale</CityNm>
            <StateAbbreviationCd>MI</StateAbbreviationCd>
            <ZIPCd>49242</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusTxt>501(c)(3)</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>For Operating Funds</GrantOrContributionPurposeTxt>
          <Amt>2000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientPersonNm>Good Fellows</RecipientPersonNm>
          <RecipientUSAddress>
            <AddressLine1Txt>700 Parkwood Ave</AddressLine1Txt>
            <CityNm>Charlotte</CityNm>
            <StateAbbreviationCd>NC</StateAbbreviationCd>
            <ZIPCd>28205</ZIPCd>
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          <RecipientFoundationStatusTxt>501(c)(3)</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>For Operating Funds</GrantOrContributionPurposeTxt>
          <Amt>1500</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientPersonNm>Stanford University</RecipientPersonNm>
          <RecipientUSAddress>
            <AddressLine1Txt>326 Galvez St</AddressLine1Txt>
            <CityNm>Stanford</CityNm>
            <StateAbbreviationCd>CA</StateAbbreviationCd>
            <ZIPCd>94305</ZIPCd>
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          <RecipientFoundationStatusTxt>501(c)(3)</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>For Operating Funds</GrantOrContributionPurposeTxt>
          <Amt>1500</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientPersonNm>Legal Insurrection Foundation</RecipientPersonNm>
          <RecipientUSAddress>
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            <CityNm>Barrington</CityNm>
            <StateAbbreviationCd>RI</StateAbbreviationCd>
            <ZIPCd>02806</ZIPCd>
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          <RecipientFoundationStatusTxt>501(c)(3)</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>For Operating Funds</GrantOrContributionPurposeTxt>
          <Amt>1500</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientPersonNm>The Jefferson Council</RecipientPersonNm>
          <RecipientUSAddress>
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            <CityNm>Riderwood</CityNm>
            <StateAbbreviationCd>MD</StateAbbreviationCd>
            <ZIPCd>21139</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusTxt>501(c)(3)</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>For Operating Funds</GrantOrContributionPurposeTxt>
          <Amt>9780</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientPersonNm>Mint Museum</RecipientPersonNm>
          <RecipientUSAddress>
            <AddressLine1Txt>500 S Tryon St</AddressLine1Txt>
            <CityNm>Charlotte</CityNm>
            <StateAbbreviationCd>NC</StateAbbreviationCd>
            <ZIPCd>28202</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusTxt>501(c)(3)</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>For Operating Funds</GrantOrContributionPurposeTxt>
          <Amt>1125</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientPersonNm>Hopeway Foundation</RecipientPersonNm>
          <RecipientUSAddress>
            <AddressLine1Txt>1717 Sharon Rd W</AddressLine1Txt>
            <CityNm>Charlotte</CityNm>
            <StateAbbreviationCd>NC</StateAbbreviationCd>
            <ZIPCd>28210</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusTxt>501(c)(3)</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>For Operating Funds</GrantOrContributionPurposeTxt>
          <Amt>3096</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientPersonNm>WTVI PBS Charlotte</RecipientPersonNm>
          <RecipientUSAddress>
            <AddressLine1Txt>3242 Commonwealth Ave</AddressLine1Txt>
            <CityNm>Charlotte</CityNm>
            <StateAbbreviationCd>NC</StateAbbreviationCd>
            <ZIPCd>28205</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusTxt>501(c)(3)</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>For Operating Fund</GrantOrContributionPurposeTxt>
          <Amt>1200</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientPersonNm>Bonefish Tarpon Trust</RecipientPersonNm>
          <RecipientUSAddress>
            <AddressLine1Txt>2937 SW 27th Ave Suite 203</AddressLine1Txt>
            <CityNm>Miami</CityNm>
            <StateAbbreviationCd>FL</StateAbbreviationCd>
            <ZIPCd>33133</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusTxt>501(c)(3)</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>For Operating Fund</GrantOrContributionPurposeTxt>
          <Amt>2591</Amt>
        </GrantOrContributionPdDurYrGrp>
        <TotalGrantOrContriPdDurYrAmt>87817</TotalGrantOrContriPdDurYrAmt>
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      <AnalysisIncomeProducingActyGrp>
        <IntOnSavAndTempCashInvstGrp>
          <ExclusionCd>14</ExclusionCd>
          <ExclusionAmt>570</ExclusionAmt>
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        <DividendsAndInterestFromSecDtl>
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          <ExclusionAmt>23565</ExclusionAmt>
        </DividendsAndInterestFromSecDtl>
        <GainSalesAstOthThanInvntryGrp>
          <RelatedOrExemptFunctionIncmAmt>72103</RelatedOrExemptFunctionIncmAmt>
        </GainSalesAstOthThanInvntryGrp>
        <SubtotalsIncmProducingActyGrp>
          <ExclusionAmt>24135</ExclusionAmt>
          <RelatedOrExemptFunctionIncmAmt>72103</RelatedOrExemptFunctionIncmAmt>
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        <TotalIncomeProducingActyAmt>96238</TotalIncomeProducingActyAmt>
      </AnalysisIncomeProducingActyGrp>
      <TrnsfrTransRlnNonchrtblEOGrp>
        <TrnsfrOfCashToNonchrtblEOInd>false</TrnsfrOfCashToNonchrtblEOInd>
        <TrnsfrOtherAssetNonchrtblEOInd>false</TrnsfrOtherAssetNonchrtblEOInd>
        <SalesOrExchangesOfAssetsInd>false</SalesOrExchangesOfAssetsInd>
        <PurchaseOfAssetsNonchrtblEOInd>false</PurchaseOfAssetsNonchrtblEOInd>
        <RentalOfFacilitiesOthAssetsInd>false</RentalOfFacilitiesOthAssetsInd>
        <ReimbursementArrangementsInd>false</ReimbursementArrangementsInd>
        <LoansOrLoanGuaranteesInd>false</LoansOrLoanGuaranteesInd>
        <PerformanceOfServicesEtcInd>false</PerformanceOfServicesEtcInd>
        <SharingOfFacilitiesEtcInd>false</SharingOfFacilitiesEtcInd>
        <RelationshipsNonchrtblEOInd>false</RelationshipsNonchrtblEOInd>
      </TrnsfrTransRlnNonchrtblEOGrp>
    </IRS990PF>
    <LandEtcSchedule2 documentId="LandEtcSchedule2" softwareId="24020490" softwareVersionNum="2024v5.2">
      <LandEtcGrp>
        <CategoryOrItemTxt>Furniture and Fixtures</CategoryOrItemTxt>
        <CostOrOtherBasisAmt>1701</CostOrOtherBasisAmt>
        <AccumulatedDepreciationAmt>1701</AccumulatedDepreciationAmt>
      </LandEtcGrp>
      <LandEtcGrp>
        <CategoryOrItemTxt>Machinery and Equipment</CategoryOrItemTxt>
        <CostOrOtherBasisAmt>4488</CostOrOtherBasisAmt>
        <AccumulatedDepreciationAmt>4488</AccumulatedDepreciationAmt>
      </LandEtcGrp>
    </LandEtcSchedule2>
    <OtherExpensesSchedule documentId="OtherExpensesSchedule" softwareId="24020490" softwareVersionNum="2024v5.2">
      <OtherExpensesScheduleGrp>
        <Desc>Dues and Subscriptions</Desc>
        <RevenueAndExpensesPerBooksAmt>737</RevenueAndExpensesPerBooksAmt>
      </OtherExpensesScheduleGrp>
      <OtherExpensesScheduleGrp>
        <Desc>Internet</Desc>
        <RevenueAndExpensesPerBooksAmt>1029</RevenueAndExpensesPerBooksAmt>
      </OtherExpensesScheduleGrp>
      <OtherExpensesScheduleGrp>
        <Desc>Investment Expenses</Desc>
        <RevenueAndExpensesPerBooksAmt>19342</RevenueAndExpensesPerBooksAmt>
        <DisbursementsCharitablePrpsAmt>19342</DisbursementsCharitablePrpsAmt>
      </OtherExpensesScheduleGrp>
      <OtherExpensesScheduleGrp>
        <Desc>IT Expenses</Desc>
        <RevenueAndExpensesPerBooksAmt>402</RevenueAndExpensesPerBooksAmt>
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      <OtherExpensesScheduleGrp>
        <Desc>Office Supplies &amp; Expenses</Desc>
        <RevenueAndExpensesPerBooksAmt>2062</RevenueAndExpensesPerBooksAmt>
      </OtherExpensesScheduleGrp>
      <OtherExpensesScheduleGrp>
        <Desc>Software</Desc>
        <RevenueAndExpensesPerBooksAmt>617</RevenueAndExpensesPerBooksAmt>
      </OtherExpensesScheduleGrp>
      <OtherExpensesScheduleGrp>
        <Desc>Telephone</Desc>
        <RevenueAndExpensesPerBooksAmt>2220</RevenueAndExpensesPerBooksAmt>
      </OtherExpensesScheduleGrp>
    </OtherExpensesSchedule>
    <TaxesSchedule documentId="TaxesSchedule" softwareId="24020490" softwareVersionNum="2024v5.2">
      <TaxesDetail>
        <CategoryTxt>Income Tax</CategoryTxt>
        <Amt>2126</Amt>
      </TaxesDetail>
    </TaxesSchedule>
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</Return>