2025-01-13T08:51:03-06:00 2024-09-30 561304727 BLACKMAN & SLOOP CPAS PA 1414 RALEIGH RD SUITE 300 CHAPEL HILL NC 27517 990PF 2023-10-01 562254231 SHARED VISIONS FOUNDATION INC SHAR 9196162190 2115 HOMESTEAD ROAD CHAPEL HILL NC 27516 JAY MILLER PRESIDENT 9196162190 2025-01-13 1 1 ELIZABETH MAUCH P01988953 9199428700 2025-01-13 2023 2024-10-15 13:58:12Z X 5320357 X 436519 136316 136316 43948 43948 68568 350067 68568 91268 0 91268 776619 204884 91268 0 0 0 0 4290 1072 0 3218 19308 19308 0 0 2086 0 0 761 36760 0 0 33234 0 0 33234 24966 0 0 24966 120644 20380 0 62179 93525 93525 214169 20380 0 155704 562450 184504 91268 15913 14828 14828 147744 53877 53877 2298880 2607513 2941199 451095 378141 382995 187695 569453 569986 1672716 315244 1383516 1357472 1357472 4484843 4981284 5320357 1892 1028 1892 1028 X 0 0 0 0 4482951 4980256 4482951 4980256 4484843 4981284 4482951 562450 0 5045401 65145 4980256 SCHWAB 7285 CAPITAL GAINS 350067 281499 68568 68568 68568 2565 0 2565 0 2565 2000 0 0 0 2000 0 565 0 0 0 0 0 0 0 0 0 0 1 1 NC 1 0 0 0 0 1 WWW.SHAREDVISIONS.ORG JAY MILLER 9196162190 2115 HOMESTEAD ROAD CHAPEL HILL NC 27516 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JESSE MILLER III 2115 HOMESTEAD ROAD CHAPEL HILL NC 27516 PRESIDENT 20.00 0 0 0 EBETH SCOTT-SINCLAIR 2115 HOMESTEAD ROAD CHAPEL HILL NC 27516 SECRETARY 1.00 0 0 0 LINDSEY HEAD 3624 MANFORD DRIVE DURHAM NC 27707 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 THE ORGANIZATION PROVIDES FUNDING MAINLY TO VARIOUS NON-PROFIT CHARITABLE ORGANIZATIONS (WITH AN EMPHASIS ON MENTAL HEALTH, BASIC HUMAN SERVICES) IN SUPPORT OF THEIR GOAL OF PROMOTING CO-OPERATION AMONG NON-PROFIT AGENCIES THAT DIRECTLY BENEFIT COMMUNITIES IN DURHAM AND ORANGE COUNTIES NORTH CAROLINA. DURING FISCAL YEAR 2023-2024 THE FOUNDATION AWARDED APPROXIMATELY 48 MONETARY GRANTS; PROVIDED AFFORDABLE MEETING AND EVENT SPACE FOR AREA NONPROFITS AT THE SHARED VISIONS RETREAT CENTER; AND PROVIDED SUPPORT AND CONSULTATION FOR AREA NONPROFITS THROUGH VOLUNTEER SERVICE ON BOARDS AND COMMITTEES. IN 2024 THE FOUNDATION MADE ITS SECOND GRANT FOR INTERNATIONAL WORK THROUGH COVA (FORMERLY EOS INTERNATIONAL, FOR $22,000) TO PROVIDE MAINTENANCE AND REPAIR TO WELL AND WATER SYSTEMS IN NICARAGUA AND HONDURAS. FINALLY THE FOUNDATION RENTED 2 DUPLEX RENTAL PROPERTIES ( 4 UNITS) IN CONJUNCTION WITH THE COMMUNITY HOME TRUST TO LOW-INCOME PERSONS AT BELOW MARKET RATES. 155704 0 3461764 115697 0 3577461 0 0 3577461 53662 3523799 176190 176190 2565 2565 173625 0 173625 0 173625 155704 0 155704 173625 0 0 28362 38292 18650 85304 155704 0 0 0 155704 0 17921 17921 67383 0 0 0 0 0 0 10441 56942 38292 18650 JESSE MILLER III EBETH SCOTT-SINCLAIR X CARAMORE 550 SMITH LEVEL ROAD CARRBORO NC 27510 NONE PC COMMUNITY OUTREACH AND SUPPORT 3800 CLUB NOVA 103 W MAIN ST CARRBORO NC 27510 NONE PC SUPPORT PEOPLE LIVING WITH MENTAL ILLNESS 3000 COMMUNITY EMPOWERMENT FUND 208 N COLUMBIA ST CHAPEL HILL NC 27514 NONE PC TRANSITION PEOPLE OUT OF HOMELESSNESS AND POVERTY 6300 COMPASS CENTER 210 HENDERSON ST CHAPEL HILL NC 27514 NONE PC GENERAL SUPPORT 1000 COVA 1430 CONCORDIA AVE UNIT 4638 ST PAUL MN 55104 NONE PC PROVIDE SAFE DRINKING WATER 22051 CWS - CROPWALK 504 W CHAPEL HILL ST STE 106 DURHAM NC 27701 NONE PC GENERAL SUPPORT 500 DURHAM JAZZ WORKSHOP 4608 INDUSTRY LANE DURHAM NC 27713 NONE PC EDUCATIONAL JAZZ PROGRAMS 3000 DURHAM RESCUE MISSION 1201 E MAIN STREET DURHAM NC 27701 NONE PC GENERAL SUPPORT 500 E-3 CAMP 110 ALABAMA AVENUE CARRBORO NC 27510 NONE PC SEND NEEDY CHILD TO CAMP 400 EL FUTURO 136 E CHAPEL HILL ST DURHAM NC 27701 NONE PC BEHAVIORAL HEALTH SUPPORT TO SPANISH SPEAKING COMMUNITY 1000 HABITAT FOR HUMANITY OF DURHAM 215 N CHURCH STREET DURHAM NC 27701 NONE PC AFFORDABLE HOUSING 1037 HABITAT FOR HUMANITY OF ORANGE 88 VILCOM CENTER DRIVE SUITE L110 CHAPEL HILL NC 27514 NONE PC AFFORDABLE HOUSING 5000 HUMAN KINDNESS FOUNDATION PO BOX 61619 DURHAM NC 27715 NONE PC TO PROMOTE SPIRITUALITY AND WELLNESS FOR INCARCERATED INDIVIDUALS 500 INTERFAITH COUNCIL 110 W MAIN ST CARRBORO NC 27510 NONE PC HELP FOR THOSE IN NEED 5000 LOVE CHAPEL HILL 123 E FRANKLIN ST CHAPEL HILL NC 27514 NONE PC GENERAL SUPPORT 2309 MUSIC MAKER RELIEF FOUNDATION 224 W CORBIN ST HILLSBOROUGH NC 27278 NONE PC PRESERVE MUSIC TRADITIONS OF THE SOUTH 2500 MUSICAL EMPOWERMENT 117 W MAIN STREET CARRBORO NC 27510 NONE PC TO CREATE EQUITABLE ACCESS TO MUSIC EDUCATION 500 PEE WEE HOMES 8410 MERIN ROAD CHAPEL HILL NC 27516 NONE PC SUPPORT AFFORDABLE HOUSING 2205 PLANNED PARENTHOOD 100 SOUTH BOYLAND AVE RALEIGH NC 27603 NONE PC GENERAL SUPPORT 500 PRESERVATION NC 814 OBERLIN RD RALEIGH NC 27605 NONE PC TO PRESERVE HISTORIC PROPERTIES 77 PRO BONO COUNSELING NETWORK 205 LLOYD ST STE 204 CARRBORO NC 27510 NONE PC TO PROVIDE FREE COUNSELING 1030 REFUGEE COMMUNITY PARTNERSHIP 117 W MAIN STREET CARRBORO NC 27510 NONE PC TO PROVIDE LANGUAGE SUPPORT FOR REFUGEES IN NC 2500 SOUTHERN DOCUMENTARY FUND PO BOX 3622 DURHAM NC 27702 NONE PC GENERAL SUPPORT 4240 THE ARTS CENTER 300 E MAIN ST STE G CARRBORO NC 27510 NONE PC EDUCATE AND INSPIRE CREATIVITY 9902 THE PUBLIC GALLERY PO BOX 475 CARRBORO NC 27510 NONE PC GENERAL SUPPORT 1000 THE TRILLIUM COLLABORATIVE 3105 FORT AVE LYNCHBURG VA 24501 NONE PC GENERAL SUPPORT 5000 TRIANGLE LAND CONSERVANCY 514 S DUKE STREET DURHAM NC 27701 NONE PC SUPPORT ENVIRONMENTAL NEEDS OF COMMUNITY 514 TROSA 1820 JAMES ST DURHAM NC 27707 NONE PC ALCOHOLISM TREATMENT SUPPORT 1000 UNCTV 10 TW ALEXANDER DR RESEARCH TRIANGLE PARK NC 27709 NONE PC EDUCATIONAL TELEVISION 550 URBAN MINISTRIES 410 LIBERTY ST DURHAM NC 27701 NONE PC POOR AND HOMELESS SUPPORT 1000 WNCU RADIO PO BOX 19875 DURHAM NC 27707 NONE PC GENERAL SUPPORT 60 WUNC RADIO 120 FRIDAY CENTER CHAPEL HILL NC 27517 NONE PC SUPPORT COMMUNITY RADIO 550 XDS PO BOX 368 CARRBORO NC 27510 NONE PC TO SUPPORT INDIVIDUALS LIVING WITH SEVERE MENTAL ILLNESS 5000 93525 0 14 136316 16 43948 18 68568 FORSYTH RENTALS AFFORDABLE HOUSING 35459 SPECIAL EVENTS 55809 0 248832 91268 340100 11 DISCOUNTED RENTAL INCOME FROM PROPERTIES RENTED IN CONJUNCTION WITH THE COMMUNITY HOME TRUST TO PROVIDE AFFORDABLE HOUSING. 11 SPACE PROVIDED AT SUBSTANTIAL DISCOUNT FOR EVENTS HELD TO SUPPORT LOCAL NONPROFITS. 0 0 0 0 0 0 0 0 0 0 X X 1 JESSE MILLER III 2115 HOMESTEAD ROAD CHAPEL HILL NC 27516 156277 X 2 MILLER PROPERTY MANAGEMENT 3329 DURHAM CHAPEL HILL BLVD STE 20 DURHAM NC 27707 280242 X 1 15 SHARES OF ACCENTURE PLC FCLASS 5311 2024-12-26 1 14 SHARES OF AIR PROD & CHEMICALS 3851 2024-12-26 1 24 SHARES OF APPLE INC 4632 2024-12-26 1 64 SHARES OF APPLIED MATERIALS 10507 2024-12-26 1 7 SHARES OF BROADRIDGE FINL SOLU 1414 2024-12-26 1 25 SHARES OF CARDINAL HEALTH INC 2527 2024-12-26 1 18 SHARES OF CARRIER GLOBAL CORP 1039 2024-12-26 1 14 SHARES OF CME GROUP IN CLASS A 3002 2024-12-26 1 16 SHARES OF DARDEN RESTAURANTS 2621 2024-12-26 1 24 SHARES OF DIGITAL REALTY TRUST REIT 3252 2024-12-26 1 29 SHARES OF EXXON MOBIL CORP 2969 2024-12-26 1 51 SHARES OF GILEAD SCIENCES INC 4073 2024-12-26 1 4 SHARES OF GOLDMAN SACHS GROUP 1528 2024-12-26 1 97 SHARES OF HP INC 2953 2024-12-26 1 27 SHARES OF IBM CORP 4400 2024-12-26 1 169 SHARES OF INTEL CORP 8499 2024-12-26 1 13 SHARES OF INTUIT INC 8112 2024-12-26 1 64 SHARES OF JOHNSON CONTROLS INTER F 3684 2024-12-26 1 129 SHARES OF JPMORGAN CHASE & CO 21744 2024-12-26 1 4 SHARES OF KLA CORP 2364 2024-12-26 1 3 SHARES OF LAM RESEARCH CORP 2384 2024-12-26 1 9 SHARES OF MICROSOFT CORP 3368 2024-12-26 1 3 SHARES OF MONOLITHIC POWER SYS 1917 2024-12-26 1 72 SHARES OF NVIDIA CORP 35524 2024-12-26 1 47 SHARES OF ONEOK INC 3346 2024-12-26 1 13 SHARES OF PHILIP MORRIS INTL 1214 2024-12-26 1 25 SHARES OF PHILLIPS 66 3391 2024-12-26 1 10 SHARES OF SIMON PPTY GROUP REIT 1434 2024-12-26 1 42 SHARES OF STARBUCKS CORP 4008 2024-12-26 1 11 SHARES OF TERADYNE INCORPORATE 1209 2024-12-26 ACCOUNTING FEES 4290 1072 0 3218 BUILDING-MURPHY SCHOOL 2015-05-07 962400 206670 SL 39.000000000000 24677 0 0 AUDIO EQUIPMENT 2010-06-18 500 500 SL 7.000000000000 0 0 0 SIGNS 2010-05-21 275 275 SL 7.000000000000 0 0 0 FURNITURE 2010-06-01 2280 2280 SL 7.000000000000 0 0 0 FURNITURE AND FIXTURES 2010-08-01 7862 7815 SL 7.000000000000 0 0 0 CHAIRS 2010-10-06 1196 1111 SL 7.000000000000 0 0 0 FRIDGE, OVEN, MICRO 2010-10-10 2478 2301 SL 7.000000000000 0 0 0 SIGNAGE 2015-02-23 918 918 SL 7.000000000000 0 0 0 LAND - MURPHY SCHOOL 2015-05-07 67600 L 0 0 0 AUDITORIUM FLOOR UPGRADE 2016-02-28 1448 281 SL 39.000000000000 37 0 0 ROOF IMPROVEMENTS 2016-07-15 1255 232 SL 39.000000000000 32 0 0 NEW WAREHOUSE BUILDING 2017-09-01 167347 26104 SL 39.000000000000 4291 0 0 FLOOR IMPROVEMENTS 2018-06-20 1971 268 SL 39.000000000000 51 0 0 CHAIRS 2018-07-08 1270 950 SL 7.000000000000 181 0 0 PAVING ENTRANCE 2019-02-05 2200 262 SL 39.000000000000 56 0 0 BUILDING - 120 FORSYTH DRIVE 2019-11-01 138251 13884 SL 39.000000000000 3545 0 0 LAND - 120 FORSYTH DRIVE 2019-11-01 81749 L 0 0 0 BUILDING - 125 FORSYTH DRIVE 2019-11-01 145710 14633 SL 39.000000000000 3736 0 0 LAND - 125 FORSYTH DRIVE 2019-11-01 75290 L 0 0 0 NEW PORCH 125A FORSYTH 2024-07-15 1720 SL 39.000000000000 11 0 0 NEW WATER HEATER 2024-04-24 1596 SL 39.000000000000 17 0 0 NEW HVAC FOR SCHOOL 2024-01-29 7400 SL 39.000000000000 126 0 0 FIXED INCOME 7285 378141 382995 EQUITIES 7285 2212513 2534320 EQUITIES 7779 395000 406879 ALTERNATIVE INVESTMENTS 7285 AT COST 187695 188228 VANGUARD FEDERAL MONEY MARKET FUND AT COST 381758 381758 BUILDING-MURPHY SCHOOL 962400 231347 731053 AUDIO EQUIPMENT 500 500 0 SIGNS 275 275 0 FURNITURE 2280 2280 0 FURNITURE AND FIXTURES 7862 7815 47 CHAIRS 1196 1111 85 FRIDGE, OVEN, MICRO 2478 2301 177 SIGNAGE 918 918 0 LAND - MURPHY SCHOOL 67600 0 67600 AUDITORIUM FLOOR UPGRADE 1448 318 1130 ROOF IMPROVEMENTS 1255 264 991 NEW WAREHOUSE BUILDING 167347 30395 136952 FLOOR IMPROVEMENTS 1971 319 1652 CHAIRS 1270 1131 139 PAVING ENTRANCE 2200 318 1882 BUILDING - 120 FORSYTH DRIVE 138251 17429 120822 LAND - 120 FORSYTH DRIVE 81749 0 81749 BUILDING - 125 FORSYTH DRIVE 145710 18369 127341 LAND - 125 FORSYTH DRIVE 75290 0 75290 NEW PORCH 125A FORSYTH 1720 11 1709 NEW WATER HEATER 1596 17 1579 NEW HVAC FOR SCHOOL 7400 126 7274 UNREALIZED GAIN/LOSS ON CONTRIBUTED AND TRANSFERRED SECURITIES 65145 CONTRACT SERVICES 23327 0 0 23327 WEBSITE 283 0 0 283 MISCELLANEOUS 1270 0 0 1270 POSTAGE 86 0 0 86 FORSYTH RENTALS AFFORDABLE HOUSING 35459 35459 SPECIAL EVENTS 55809 55809 INVESTMENT ADVISORY FEES 19308 19308 0 0 PROPERTY TAXES 762 0 0 761 EXCISE TAXES 1324 0 0 0