2025-12-16T07:53:26-06:00 2025-09-30 561304727 BLACKMAN & SLOOP ADVISORS INC 1414 RALEIGH RD SUITE 300 CHAPEL HILL NC 27517 990PF 2024-10-01 562254231 SHARED VISIONS FOUNDATION INC SHAR 9196162190 2115 HOMESTEAD ROAD CHAPEL HILL NC 27516 JAY MILLER PRESIDENT 9196162190 2025-12-15 1 1 ELIZABETH MAUCH P01988953 9199428700 2025-12-15 2024 2025-03-06 01:10:19Z X 8038531 X 699406 113081 113081 224126 2347099 224126 287695 249984 37711 1324308 587191 37711 0 0 0 0 4910 1228 0 3682 18649 18649 0 0 85267 85267 0 0 5589 3700 0 0 89655 89655 0 51024 31312 0 19712 26198 0 0 26198 281292 229811 0 49592 84312 84312 365604 229811 0 133904 958704 357380 37711 14828 19500 19500 53877 38577 38577 2607513 1408412 1715167 378141 464272 539275 569453 559416 557091 5551975 383054 1357472 5168921 5168921 4981284 7659098 8038531 1028 538 1719600 1028 1720138 X 0 0 0 0 4980256 5938960 4980256 5938960 4981284 7659098 4980256 958704 0 5938960 0 5938960 CHARLES SCHWAB STOCK SALES 2032099 1903892 128207 128207 SALE OF 125 FORSYTH P 315000 21845 240926 95919 95919 224126 4968 0 4968 0 4968 0 0 0 0 0 135 5103 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 2024-2025 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. THE FOUNDATION RENTED 2 DUPLEX RENTAL PROPERTIES ( 4 UNITS) IN CONJUNCTION WITH THE COMMUNITY HOME TRUST TO LOW-INCOME PERSONS AT BELOW MARKET RATES. THE FOUNDATION ALSO RENTED SPACE TO OTHER NONPROFITS TO ALLOW THEM TO FOCUS ON THEIR CHARITABLE WORK. 133904 0 2899141 50309 0 2949450 0 0 2949450 44242 2905208 145260 145260 4968 4968 140292 0 140292 0 140292 133904 0 133904 140292 0 0 38292 18650 56942 133904 0 0 0 133904 0 6388 6388 50554 0 0 0 0 0 0 31904 18650 18650 JESSE MILLER III EBETH SCOTT-SINCLAIR X B3 COFFEE PROGRAM 510 MEADOWMONT VILLAGE CIRCLE BOX 159 CHAPEL HILL NC 27517 NONE PC TO ADVANCE DISABILITY JUSTICE, ALLYSHIP, AND INCLUSION 500 BOOK HARVEST 2501 UNIVERSITY DRIVE DURHAM NC 27707 NONE PC TO IMPROVE CHILDREN'S LITERACY 1000 CHARLES HOUSE 7511 SUNRISE ROAD CHAPEL HILL NC 27514 NONE PC TO ENRICH THE LIVES OF SENIORS AND SUPPORT FAMILIES CARING FOR AGING FAMILY MEMBERS 500 CHURCH WORLD SERVICE UNITED METHODIST BUILDING 110 MARYLAND AVE NE WASHINGTON DC 20002 NONE PC TO SUPPORT JUST AND SUSTAINABLE RESPONSES TO HUNGER AND POVERTY 512 CLUB NOVA 103 W MAIN ST CARRBORO NC 27510 NONE PC SUPPORT PEOPLE LIVING WITH MENTAL ILLNESS 4000 COMMUNITY EMPOWERMENT FUND 208 N COLUMBIA ST CHAPEL HILL NC 27514 NONE PC TRANSITION PEOPLE OUT OF HOMELESSNESS AND POVERTY 6500 COMMUNITY HOME TRUST PO BOX 2315 CHAPEL HILL NC 27515 NONE PC TO SUPPORT AFFORDABLE HOUSING 1526 COMMUNITY WORX 125 W MAIN STREET 100 CARRBORO NC 27510 NONE PC TO SUPPORT THE CHAPEL HILL/CARRBORO COMMUNITY AND SCHOOL SYSTEMS 4989 COMPASS CENTER 210 HENDERSON ST CHAPEL HILL NC 27514 NONE PC GENERAL SUPPORT 2000 COVA 1430 CONCORDIA AVE UNIT 4638 ST PAUL MN 55104 NONE PC PROVIDE SAFE DRINKING WATER 512 DURHAM JAZZ WORKSHOP 4608 INDUSTRY LANE DURHAM NC 27713 NONE PC EDUCATIONAL JAZZ PROGRAMS 2212 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 EXTRAORDINARY VENTURES 200 S ELLIOT RD CHAPEL HILL NC 27514 NONE PC TO CREATE EMPLOYMENT OPPORTUNITIES FOR ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES 3000 FAMILIES MOVING FORWARD 300 N QUEEN STREET DURHAM NC 27701 NONE PC TO SUPPORT FAMILIES EXPERIENCING HOMELESSNESS 500 FREEDOM HOUSE 104 NEW STATESIDE DR CHAPEL HILL NC 27516 NONE PC GENERAL SUPPORT 3000 GROW YOUR WORLD 901 WEST MAIN STREET CARRBORO NC 27510 NONE PC TO PROMOTE AN INTERCONNECTED COMMUNITY 2000 HABITAT FOR HUMANITY OF DURHAM 215 N CHURCH STREET DURHAM NC 27701 NONE PC AFFORDABLE HOUSING 1000 HABITAT FOR HUMANITY OF ORANGE 88 VILCOM CENTER DRIVE SUITE L110 CHAPEL HILL NC 27514 NONE PC AFFORDABLE HOUSING 5000 HOPE NC PO BOX 9144 CHAPEL HILL NC 27515 NONE PC TO CREATE INCLUSIVE COMMUNITIES 1029 INTERFAITH COUNCIL 110 W MAIN ST CARRBORO NC 27510 NONE PC HELP FOR THOSE IN NEED 6150 JOSH'S HOPE 40 TERRY BROOK LN HILLSBOROUGH NC 27278 NONE PC TO SUPPORT YOUNG ADULTS WITH MENTAL HEALTH CHALLENGES 515 LOVE CHAPEL HILL 123 E FRANKLIN ST CHAPEL HILL NC 27514 NONE PC GENERAL SUPPORT 2800 MUSIC MAKER RELIEF FOUNDATION 224 W CORBIN ST HILLSBOROUGH NC 27278 NONE PC PRESERVE MUSIC TRADITIONS OF THE SOUTH 1320 NC WARN PO BOX 61051 DURHAM NC 27715 NONE PC GENERAL SUPPORT 500 ORANGE COUNTY ARTS ALLIANCE 437 DIMMOCKS MILL RD BOX 27 HILLSBOROUGH NC 27278 NONE PC TO SUPPORT THE ORANGE COUNTY ARTS COMMISSION 2000 PEE WEE HOMES 8410 MERIN ROAD CHAPEL HILL NC 27516 NONE PC SUPPORT AFFORDABLE HOUSING 2500 REFUGEE COMMUNITY PARTNERSHIP 117 W MAIN STREET CARRBORO NC 27510 NONE PC TO PROVIDE LANGUAGE SUPPORT FOR REFUGEES IN NC 2500 REINTEGRATION SUPPORT NETWORK 117 W MAIN STREET CARRBORO NC 27510 NONE PC TO SUPPORT YOUNG ADULTS WITH MENTAL HEALTH CHALLENGES 2000 THE ARTS CENTER 300 E MAIN ST STE G CARRBORO NC 27510 NONE PC EDUCATE AND INSPIRE CREATIVITY 9000 THE TRILLIUM COLLABORATIVE 3105 FORT AVE LYNCHBURG VA 24501 NONE PC GENERAL SUPPORT 5000 TRIANGLE BIKE WORKS 117 W MAIN STREET CARRBORO NC 27510 NONE PC GENERAL SUPPORT 523 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 2030 UNCTV 10 TW ALEXANDER DR RESEARCH TRIANGLE PARK NC 27709 NONE PC EDUCATIONAL TELEVISION 640 URBAN MINISTRIES 410 LIBERTY ST DURHAM NC 27701 NONE PC POOR AND HOMELESS SUPPORT 2500 WILDACRES RETREAT CENTER 1565 WILDACRES ROAD PO BOX 280 LITTLE SWITZERLAND NC 28749 NONE PC GENERAL SUPPORT 1000 WINE TO WATER PO BOX 2567 BOONE NC 28607 NONE PC TO PROVIDE CLEAN WATER TO UNDERSERVED COMMUNITIES 500 WUNC RADIO 120 FRIDAY CENTER CHAPEL HILL NC 27517 NONE PC SUPPORT COMMUNITY RADIO 640 84312 0 14 113081 18 128207 95919 FORSYTH RENTALS AFFORDABLE HOUSING 16 22455 SPECIAL EVENTS 37711 MURPHY SCHOOL RENTAL 16 49164 125 W. MAIN STREET RENTAL 16 178365 0 241288 383614 624902 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. 11 DISCOUNTED RENTAL INCOME FROM PROPERTIES RENTED TO OTHER 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 414606 X 2 MILLER PROPERTY MANAGEMENT 3329 DURHAM CHAPEL HILL BLVD STE 20 DURHAM NC 27707 284800 X ACCOUNTING FEES 4910 1228 0 3682 BUILDING - MURPHY SCHOOL 2015-05-07 962400 231347 SL 39.000000000000 24677 24677 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 318 SL 39.000000000000 37 37 0 ROOF IMPROVEMENTS 2016-07-15 1255 264 SL 39.000000000000 32 32 0 NEW WAREHOUSE BUILDING 2017-09-01 167347 30395 SL 39.000000000000 4291 4291 0 FLOOR IMPROVEMENTS 2018-06-20 1971 319 SL 39.000000000000 51 51 0 CHAIRS 2018-07-08 1270 1131 SL 7.000000000000 136 136 0 PAVING ENTRANCE 2019-02-05 2200 318 SL 39.000000000000 56 56 0 BUILDING - 120 FORSYTH DRIVE 2019-11-01 138251 17429 SL 39.000000000000 3545 3545 0 LAND - 120 FORSYTH DRIVE 2019-11-01 81749 L 0 0 0 BUILDING - 125 FORSYTH DRIVE 2019-11-01 145710 18369 SL 39.000000000000 3425 3425 0 LAND - 125 FORSYTH DRIVE 2019-11-01 75290 L 0 0 0 NEW PORCH 125A FORSYTH 2024-07-15 1720 11 SL 39.000000000000 40 40 0 NEW WATER HEATER 2024-04-24 1596 17 SL 39.000000000000 41 41 0 NEW HVAC FOR SCHOOL 2024-01-29 7400 126 SL 39.000000000000 190 190 0 NEW HVAC FOR SCHOOL 2025-02-06 22000 SL 39.000000000000 376 376 0 NEW HVAC FOR SCHOOL 2025-03-08 24000 SL 39.000000000000 359 359 0 NEW HVAC FOR SCHOOL 2025-03-19 23200 SL 39.000000000000 297 297 0 LAND - 113 W. MAIN STREET 2025-01-08 228739 L 0 0 0 LAND - 115 W. MAIN STREET 2025-01-08 225069 L 0 0 0 LAND - 125 W. MAIN STREET 2025-01-08 869697 L 0 0 0 BUILDING - 113 W. MAIN STREET 2025-01-08 288123 SL 39.000000000000 5541 5541 0 BUILDING - 115 W. MAIN STREET 2025-01-08 276365 SL 39.000000000000 5315 5315 0 BUILDING - 125 W. MAIN STREET 2025-01-08 2144786 SL 39.000000000000 41246 41246 0 FIXED INCOME 7285 464272 539275 EQUITIES 7285 1013084 1279734 EQUITIES 7779 395328 435433 ALTERNATIVE INVESTMENTS 7285 AT COST 439269 436944 VANGUARD FEDERAL MONEY MARKET FUND AT COST 120147 120147 BUILDING - MURPHY SCHOOL 962400 256024 706376 706376 AUDIO EQUIPMENT 500 500 0 0 SIGNS 275 275 0 0 FURNITURE 2280 2280 0 0 FURNITURE AND FIXTURES 7862 7815 47 47 CHAIRS 1196 1111 85 85 FRIDGE, OVEN, MICRO 2478 2301 177 177 SIGNAGE 918 918 0 0 LAND - MURPHY SCHOOL 67600 0 67600 67600 AUDITORIUM FLOOR UPGRADE 1448 355 1093 1093 ROOF IMPROVEMENTS 1255 296 959 959 NEW WAREHOUSE BUILDING 167347 34686 132661 132661 FLOOR IMPROVEMENTS 1971 370 1601 1601 CHAIRS 1270 1267 3 3 PAVING ENTRANCE 2200 374 1826 1826 BUILDING - 120 FORSYTH DRIVE 138251 20974 117277 117277 LAND - 120 FORSYTH DRIVE 81749 0 81749 81749 NEW WATER HEATER 1596 58 1538 1538 NEW HVAC FOR SCHOOL 7400 316 7084 7084 NEW HVAC FOR SCHOOL 22000 376 21624 21624 NEW HVAC FOR SCHOOL 24000 359 23641 23641 NEW HVAC FOR SCHOOL 23200 297 22903 22903 LAND - 113 W. MAIN STREET 228739 0 228739 228739 LAND - 115 W. MAIN STREET 225069 0 225069 225069 LAND - 125 W. MAIN STREET 869697 0 869697 869697 BUILDING - 113 W. MAIN STREET 288123 5541 282582 282582 BUILDING - 115 W. MAIN STREET 276365 5315 271050 271050 BUILDING - 125 W. MAIN STREET 2144786 41246 2103540 2103540 CONTRACT SERVICES 17908 0 0 17908 WEBSITE 382 0 0 382 MISCELLANEOUS 7869 0 0 7869 POSTAGE 39 0 0 39 FORSYTH RENTALS AFFORDABLE HOUSING 22455 22455 0 SPECIAL EVENTS 37711 37711 MURPHY SCHOOL RENTAL 49164 49164 0 125 W. MAIN STREET RENTAL 178365 178365 0 INVESTMENT ADVISORY FEES 18649 18649 0 0 PROPERTY TAXES 3700 3700 0 0 EXCISE TAXES 1889 0 0 0