Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - Dcpnitmenl oftlie Treasun Internal Rm enue Sen ice For calendar year 2018, or tax year beginning 07-01-2018 Return of Private Foundation or Section 4947(a)(1) Trust Treated as Private Foundation Do not enter social security numbers on this form as it may be made public. Go to for instructions and the latest information. and ending 06-30-2019 OMB No 1545-0052 2018 Open to Public Inspection Name of foundation JOHN WILLIAM POPE FOUNDATION JOHN HOOD PRESIDENT 58-1691765 A Employer Identification number Number and street (or 0 box number If mail is not delivered to street address) Room/smte 4601 SIX FORKS ROAD SUITE 300 Telephone number (see instructions) (919) 861-6445 City or town, state or provmce, country, and ZIP or foreign postal code RALEIGH, NC 27609 If exemption application is pending, check here l:l Check all that apply l:l Initial return l:l Initial return of a former public charity 1. Foreign organizations, check here l:l Final return l:l Amended return l:l Address change l:l Name change Check type of organization l:l Section 4947(a)(1) nonexempt charitable trust Section 501(c)(3) exempt private foundation l:l Other taxable private foundation I Fair market value of all assets at end Accounting method Cash l:l Accrual of year (from Part II, col line 16) 186,386,571 l:l Other (speCIfy) (Part I, column must be on cash basrs If the foundation Is in a under section 507(b check here 2 Foreign organizations meeting the 85% test, check here and attach computation p. El If private foundation status was terminated l:l under section check here 60?month termination l:l Analysis of Revenue and Expenses (The total Disbursements Revenue and cl bl of amounts in columns and may not necessarily expenses per Net investment A ?9t or arita Income Income ur OSES equal the amounts in column (see instructions) (cash DESIS only) 1 Contributions, gifts, grants, etc received (attach schedule) 0 2 Check if the foundation is not reqUIred to attach 3 Interest on sayings and temporary cash investments 635,247 635,247 DiVIdends and interest from securities 3,637,374 3,637,374 5a Gross rents 375,152 375,152 Net rental income or (loss) 222,975 a: 6a Net gain or (loss) from sale of assets not on line 10 3,179,454 Gross sales price for all assets on line 6a 3 19,160,861 0: 7 Capital gain net income (from Part IV, line 2) 3,210,486 Net short-term capital gain Income modifications 103 Gross sales less returns and allowances Less Cost of goods sold I Gross profit or (loss) (attach schedule) 11 Other income (attach schedule) 310 310 12 Total. Add lines 1 through 11 7,827,537 7,858,569 13 Compensation of officers, directors, trustees, etc 348,116 22,486 325,630 14 Other employee salaries and wages 159,607 159,607 8 15 Pensmn plans, employee benefits 74,839 3,572 71,267 :2 16a Legal fees (attach schedule) . 8. Accounting fees (attach schedule) 9,242 7,394 0 1,848 Other professmnal fees (attach schedule) ?3,1 32,781 356 32,425 5 17 Interest 9 Q- i? 18 Taxes (attach schedule) (see instructions) .al 161384 101683 27:401 19 DepreCIation (attach schedule) and depletion ?3,1 57,456 57,456 .5 20 Occupancy 21 Travel, conferences, and meetings 59,153 58,234 22 Printing and publications g: 23 Other expenses (attach schedule) 682,786 628,457 23,297 24 Total operating and administrative expenses. 8. Add lines 13 through 23 1,585,064 730,404 0 699,709 0 25 Contributions, gifts, grants paid 10,442,679 10,442,679 26 Total expenses and disbursements. Add lines 24 and 25 12,027,743 730,404 0 11,142,388 27 Subtract line 26 from line 12 a Excess of revenue over expenses and disbursements -4,200,206 Net investment income (if negative, enter -0-) 7,128,165 Adjusted net income (if negative, enter -0-) For Paperwork Reduction Act Notice, see instructions. Cat No 1 1289X Form 990-PF (2018) Form 990-PF (2018) Page 2 Balance Sheets Attached schedules and amounts In the description column Beginning 0f year End year should be for end?of?year amounts only (See Instructions Book Value Book Value Fair Market Value Cash?non-interest-bearing 11,927,111 709,784 709,784 Savmgs and temporary cash investments 42,690,137 51,741,438 51,768,972 3 Accounts receivable Less allowance for doubtful accounts 4 Pledges receivable Less allowance for doubtful accounts 5 Grants receivable . Receivables due from officers, directors, trustees, and other disqualified persons (attach schedule) (see instructions) . 7 Other notes and loans receivable (attach schedule) Less allowance for doubtful accounts 8 Inventories for sale or use 9 Prepaid expenses and deferred charges 10a Investments?U and state government obligations (attach schedule) Investments?corporate stock (attach schedule) 668,030 90] 668,030 3,472,750 Investments?corporate bonds (attach schedule) 11 Investments?land, bUIldings, and equipment ba5is 3,030,096 Less accumulated depreCIation (attach schedule) 208,320 2,900,856 2,821,776 3,030,096 12 Investments?mortgage loans . 13 Investments?other (attach schedule) 104,146,189 102,179,089 127,404,969 14 Land, bU ld ngS, and eqUIpment ba5i5 Less accumulated depreCIation (attach schedule) 15 Other assets (describe 16 Total assets (to be completed by all filers?see the instructions Also, see page 1, item I) 162,332,323 158,120,117 186,386,571 17 Accounts payable and accrued expenses . 18 Grants payable 19 Deferred revenue . 20 Loans from officers, directors, trustees, and other disqualified persons 21 Mortgages and other notes payable (attach schedule). A 22 Other liabilities (describe 12,000 0 23 Total iabilities(add lines 17 through 22) 12,000 0 Foundations that follow SFAS 117, check here l:l 8 and complete lines 24 through 26 and lines 30 and 31. 24 Unrestricted 25 Temporarily restricted 26 Permanently restricted LE Foundations that do not follow SFAS 117, check here I 5 and complete lines 27 through 31. 27 Capital stock, trust prinCIpal, or current funds 28 Paid-in or capital surplus, or land, and eqUIpment fund 3 29 Retained earnings, accumulated income, endowment, or other funds 162,320,323 158,120,117 30 Total net assets or fund balances (see instructions) 162,320,323 158,120,117 31 Total liabilities and net assets/fund balances (see instructions) . 162,332,323 158,120,117 Analysis of Changes in Net Assets or Fund Balances 1 Total net assets or fund balances at beginning of year?Part II, column line 30 (must agree With end- of-year figure reported on prior year?s return) 1 162,320,323 2 Enter amount from Part I, line 27a 2 -4,200,206 3 Other increases not included in line 2 (itemize) 3 4 Add lines 158,120,117 5 Decreases not included in line 2 (itemize) 5 6 Total net assets or fund balances at end of year (line 4 minus line 5)?Part II, column line 30 6 158,120,117 Form 990-PF (2018) Form 990-PF (2018) Page 3 Capital Gains and Losses for Tax on Investment Income List and describe the kind(s) of property sold (e real estate, How achIred Date acquired Date sold 2-story brick warehouse, or common stock, 200 MLC Co P?Purchase (m0 day, W) (m0 . day, Yr) D?Donation 1aSee Additional Data Table Gross sales rice DepreCIation allowed Cost or other Gain or (loss) (or allowable) plus expense of sale plus minus (9) a See Additional Data Table Complete only for assets show ing gain in column and owned by the foundation on 12/31/69 as of 12/31/69 (J) Adjusted as of 12/31/69 ?0 Excess of col (I) over col if any (I) Gains (Col gain minus col but not less than -0-) or Losses (from col See Additional Data Table a If gain, also enter In Part I, line 7 2 Capital gain net income or (net capital loss) 1 If (loss), enter -0- in Part 1, line 7 2 3,210,486 3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6) If gain, also enter in Part I, line 8, column (see instructions) If (loss), enter -0- in Part I, line 8 3 Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income (For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income If section 4940(d)(2) applies, leave this part blank Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period? If "Yes," the foundation does not qualify under section 4940(e) Do not complete this part Yes No 1 Enter the appropriate amount in each column for each year, see instructions before making any entries Adjusted qualifj?gig distributions Net value of assets (col 2017 13,280,364 184,861,175 0 07184 2016 11,553,522 182,641,442 0 063258 2015 10,272,237 187,290,663 0 054846 2014 9,555,385 168,293,244 0 056778 2013 7,462,049 196,165,520 0 03804 2 Total of line 1, column 2 0 284762 3 Average distribution ratio for the 5- y?ear base period? ?dIV de the total on line 2 by 5 0, or by the number of years the foundation has been in eXIstence if less than 5 years . 3 0 055952 4 Enter the net value of noncharitable- use assets for 2018 from Part X, line 5 4 180,113,059 5 Multiply line 4 by line 10,257,799 6 Enter 1% of net investment income of Part I, line 27b) 6 71,282 7 Add lines 5 and 6 . 7 10, 329, 081 8 Enter qualifying distributions from Part XII, line 4 8 11,142, 388 If line 8 is equal to or greater than line 7, check the box in Part VI, line 1,b and complete that part usmg a 1% tax rate See the Part VI instructions Form 990-PF (2018) Form 990-PF (2018) Page 4 Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948?see instructions) 1a Exempt operating foundations described In section 4940(d)(2), check here and enter on line 1 Date of ruling or determination letter (attach copy of letter if necessary?see instructions) Domestic foundations that meet the section 4940(e) reqUIrements In Part V, check 1 71,282 here and enter 1% of Part I, line 27b All other domestic foundations enter 2% of line 27b Exempt foreign organizations enter 4% of Part I, line 12, col 2 Tax bn)der section 511 (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0-) 2 3Addlinesland2. 3 71,282 4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0-) 4 5 Tax based on investment income. Subtract line 4 from line 3 If zero or less, enter -0- . 5 71,282 6 Credits/Payments a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 102,648 Exempt foreign organizations?tax Withheld at source . . . . . . 6b Tax paid With application for exten5ion of time to file (Form 8868) . . . 6c Backup Withholding erroneously Withheld . . . . . . . . . . . 6d 7 Total credits and payments Add lines 6a through 6d102,648 8 Enter any penalty for underpayment of estimated tax Check here if Form 2220 is attached 9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed . . . . 10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid. . . 10 31,366 Enter the amount of line 10 to be Credited to 2019 estimated tax 31,366 lRefunded 11 Statements Regarding Activities During the tax year, did the foundation attempt to influence any national, state, or local legislation or did Yes No it partICIpate or intervene in any political campaignspend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions 1b No If the answer is "Yes? to 1a or ID, attach a detailed description of the actii/ities and copies of any materials published or distributed by the foundation in connection With the actii/ities Did the foundation file Form 1120-POL for this yearEnter the amount (if any) of tax on political expenditures (section 4955) imposed during the year (1) On the foundation (2) On foundation managers Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed on foundation managers 2 Has the foundation engaged in any actiwties that have not preVIously been reported ?Yes, attach a detailed description of the actiVities 3 Has the foundation made any changes, not preVIously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other Similar instruments? If ?Yes, attach a conformed copy Did the foundation have unrelated business gross income of $1,000 or more during the year?r"Yes," has it filed a tax return on Form 990-T for this yearWas there a liqUIdation, termination, dissolution, or substantial contraction during the year?Yes, attach the statement reqmred by General Instruction TE 6 Are the reqUIrements of section 508(e) (relating to sections 4941 through 4945) satisfied either 0 By language in the governing instrument, or By state legislation that effectively amends the governing instrument so that no mandatory directions that conflict With the state law remain in the governing instrumentDid the foundation have at least $5,000 in assets at any time during the year7If "Yes," complete Part II, col andPartXV 7Yes 8a Enter the states to Which the foundation reports or With which it is registered (see instructions) PGA, Nc If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state as reqUIred by General Instruction G7 If attach explanation . 8b Yes 9 Is the foundation claiming status as a private operating foundation Within the meaning of section or for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV No 10 Did any persons become substantial contributors during the tax year? If ?Yes,? attach a schedule listing their names andaddresses 10 No Form 990-PF (2018) Form 990-PF (2018) 11 12 Page 5 Statements Regarding Activities (continued) At any time during the year, did the foundation, directly or Indirectly, own a controlled entity Within the meaning of section 512(b)(13)7 If "Yes," attach schedule See instructionsDid the foundation make a distribution to a donor adVIsed fund over which the foundation or a disqualified person had adVIsory priVileges7 If "Yes," attach statement See instructions 12 No Did the foundation comply With the public inspection requn?ements for its annual returns and exemption applicationWebSIte address JWPF ORG The books are in care of PJOHN HOOD PRESIDENT Telephone no 861-6445 Located at .4601 SIX FORKS ROAD SUITE 300 RALEIGH NC F27609 Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 ?check here. . . . . l:l and enter the amount of tax-exempt interest received or accrued during the yearany time during calendar year 2018, did the foundation have an interest in or a Signature or other authority over Yes No a bank, securities, or other finanCIal account in a foreign country? . 16 No See the instructions for exceptions and filing reqUIrements for Form 114 If "Yes", enter the name of the foreign country I Statements Regarding Activities for Which Form 4720 May Be Required File Form 4720 if any item is checked in the "Yes" column, unless an exception applies. Yes No During the year did the foundation (either directly or indirectly) (1) Engage in the sale or exchange, or lea5ing of property With a disqualified person? El Yes No (2) Borrow money from, lend money to, or otherWise extend credit to (or accept it from) 3:disqi:1alifie:person.tt.h . f. . .If.urnis goo s, serVIces, or an ies 0 (or accep em mm) a isqua i ie person Yes No (4) Pay compensation to, or pay or raimburse the expenses of, a disqualified person? Yes No (5) Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)(6) Agree to pay money or property to a government OffICIal7 (Exception. Check "No" if the foundation agreed to make a grant to or to employ the of?CIal for a period after termination of government serVIce, if terminating Within 90 days . . . . . . El Yes No If any answer is "Yes" to did any of the acts fail to qualify under the exceptions described in Regulations section 53 or in a current notice regarding disaster a55istance7 See instructions . 1b No Organizations relying on a current notice regarding disaster as5istance check hereDid the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts, that were not corrected before the first day of the tax year beginning in 20187. 1c No Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private operating foundation defined in section or At the end of tax year 2018, did the foundation have any undistributed income (lines 6d and 6e, Part for tax year(s) beginning before 2018"Yes," list the years 20_ 20_ 20_ 20_ Are there any years listed in 2a for which the foundation is not applying the of section 4942(a)(2) (relating to incorrect valuation of assets) to the year?s undistributed income? (If applying section 4942(a)(2) to all years listed, answer "No" and attach statement?see instructions . . . . . . 2b If the prowsions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here 20_ 20_ 20_, 20_ Did the foundation hold more than a 2% direct or indirect interest in any busmess enterprise at anytimeduringtheyear7l:lYes No If "Yes," did it have excess bu5iness holdings in 2018 as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969, (2) the lapse of the 5-year period (or longer period approved by the Commissmner under section 4943(c)(7)) to dispose of holdings achIred by gift or bequest, or (3) the lapse of the 10-, 15-, or 20-year first phase holding period7(Use Schedule C, Form 4720, to determine if the foundation had excess busmess holdings in 2018 3b Did the foundation invest during the year any amount in a manner that would Jeopardize its charitable purposes? 4a No Did the foundation make any investment in a prior year (but after December 31, 1969) that could Jeopardize its charitable purpose that had not been removed from Jeopardy before the first day of the tax year beginning in 20187 4b No Form 990-PF (2018) Form 990-PF (2018) Page 6 Part VII-B Statements Regarding Activities for Which Form 4720 May Be Required (continued) 5a During the year did the foundation pay or incur any amount to Yes No 7 (1) Carry on propaganda, or otherWIse attempt to influence legislation (section 4945(e)) Yes No (2) Influence the outcome of any speCIfic public election (see section 4955), or to carry 7 3 dicrl?ectly or votfer registlratior:j drive .grant to an in IVI ua or travepurposes Yes No (4) Prowde a grant to an organization other than a charitable, etc organization described '2 in section 4945(d)(4)(A) See instructions. El Yes No (5) Prowde for any purpose other than religious, charitable, SCIentific, literary, or '2 educational purposes, or for the prevention of cruelty to children or animals . Yes No If any answer is "Yes" to did any of the transactions fail to qualify under the exceptions described in Regulations section 53 4945 or in a current notice regarding disaster a55istance7 See instructions . . . 5b Organizations relying on a current notice regarding disaster a55istance check here. If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the tax because it maintained expenditure responSIbility for the grant . El Yes El No If ?Yes, attach the statement mounted by Regulations section 53 4945?5(d) 6a Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract7. Yes No Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?Yes" to 6b, file Form 8870 7a At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction El Yes No If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? . . 7b 8 Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or 7 excess parachute payment during the year . Yes No Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees, and Contractors 1 List all officers, directors, trustees, foundation managers and their compensation. See instructions Title, and average Name and address hours per week devoted to p05ition Compensation (If not paid, enter -0-) Contributions to employee benefit plans and deferred compensation Expense account, other allowances See Additional Data Table 2 Compensation of five highest-paid employees (other than those included on line 1?see instructions). If none, enter Title and avera Contributions to Name and address of each employee paid 9 employee benefit Expense account, hours per week Compensation more than $50,000 plans and deferred other allowances devoted to position compensation LINDSAY ARANT COMM DIRECTOR 67,025 2,011 4601 SIX FORKS ROAD SUITE 300 4? 0 RALEIGH, NC 27609 CLARICE SMITH PROGRAM OFFICER 67,025 2,011 4601 SIX FORKS ROAD SUITE 300 4? 0 RALEIGH, NC 27609 Total number of other employees paid over $50,000. I Form 990-PF (2018) Form 990-PF (2018) Page 7 Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees, and Contractors (continued) 3 Five highest-paid independent contractors for professional services (see instructions). If none, enter a Name and address of each Id more than $50 000 of serVIce Com nsatlon Total numberofothers recelvmg over$50,000forprofeSSIonal serVIcesSummary of Direct Charitable Activities List the foundation's four largest dlrect charitable durlng the tax year Include relevant statistical Informatlon such as the number of orgamzatlons and other benefICIarIes served, conferences convened, research papers produced, etc 1 Expenses Summary of Program-Related Investments (see the two largest program-related Investments made by the foundatlon durlng the tax year on llnes 1 and 2 Amount 1 2 All other program-related Investments See Instructlons 3 Total. Add llnes 1 through 3 Form 990-PF (2018) Form 990-PF (2018) Page 8 Minimum Investment Return (All domestic foundations must complete this part Foreign foundations,see Instructions 1 Fair market value of assets not used (or held for use) directly in carrying out charitable, etc purposes a Average fair market value of securities. 1a 43,294,438 Average of cash balances. 1b 136,497,929 Fair market value of all other assets (see instructions). 1c 3,063,530 Total (add lines 1a, b, and 1d 182,855,897 Reduction claimed for blockage or other factors reported on lines 1a and 1c (attach detailed explanationAchIsition indebtedness applicable to line 1 assets. 2 0 3 Subtract line 2 from line 1d. 3 182,855,897 4 Cash deemed held for charitable actiwties Enter 1 1/2% of line 3 (for greater amount, see instructions). 4 2,742,838 5 Net value of noncharitable-use assets. Subtract line 4 from line 3 Enter here and on Part V, line 4 5 180,113,059 6 Minimum investment return. Enter 5% of line 9,005,653 Distributable Amount (see instructions) (Section and private operating foundations and certain foreign organizations check here and do not complete this part 1 Minimum investment return from Part X, line 9,005,653 2a Tax on investment income for 2018 from Part VI, line 71,282 Income tax for 2018 (This does not include the tax from Part VI . . I 2b I Add lines 71,282 3 Distributable amount before adjustments Subtract line 2c from line 1. 3 8,934,371 4 Recoveries of amounts treated as qualifying distributions. 4 5 Add lines 8,934,371 6 Deduction from distributable amount (see instructions). 6 7 Distributable amount as adjusted Subtract line 6 from line 5 Enter here and on Part line 1. 7 8,934,371 Qualifying Distributions (see instructions) 1 Amounts paid (including administrative expenses) to accomplish charitable, etc, purposes a Expenses, contributions, gifts, etc ?total from Part I, column line 26. 1a 11,142,388 Program-related investments?total from Part IX-Amounts paid to achIre assets used (or held for use) directly in carrying out charitable, etc purposes. 2 0 3 Amounts set aSIde for speCIfic charitable prOJects that satisfy the a SUItability test (prior IRS approval required). 3a 0 Cash distribution test (attach the reqUIred schedule). . 3b 0 4 Qualifying distributions. Add lines 1a through 3b Enter here and on Part V, line 8, and Part line 4 4 11,142,388 5 Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment income Enter 1% of Part I line 27b See instructions. 5 71, 282 6 Adjusted qualifying distributions. Subtract line 5 from line 4. 6 11, 071, 106 Note: The amount on line 6 Will be used in Part V, column in subsequent years when calculating whether the foundation qualifies for the section 4940(e) reduction of tax in those years Form 990-PF (2018) Forni990-PF(2018) Undistributed Income (see instructions) Page 9 Distributable amount For 2018 from Part XI, line 7 Undistributed Income, if any, as of the end of 2018 Enter amount for 2017 only. . . . Total for prior years 2016 2015 2014 Excess distributions carryover, if any, to 2018 (3) Corpus Years prior to 2017 (C) 2017 2018 8,934,371 From 2013. From 2014. From 2015. From 2016. From 2017. XII, line4 in A: ?see instructions. Undistributed income for 2017 Subtract line 4a from line 2a Taxable amount? see instructions. Undistributed income for 2018 Subtract lines 4d and 5 from line 1 This amount must be distributed in 2019. 7 Amounts treated as distributions out of corpus to satisfy reqUIrements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be reqUIred - see instructions). . 8 Excess distributions carryover from 2013 not applied on line 5 or line 7 (see instructions). 9 Excess distributions carryover to 2019. Subtract lines 7 and 8 from line 6a . 10 AnalySIs of line 9 00.079) 2,248,228 1,324,212 1,019,302 2,511,826 4,205,881 Total of lines 3a through e. . Qualifying distributions for 2018 from Part 11,142,388 Applied to 2017, but not more than line 2a Applied to undistributed income of prior years (Election reqUIred?see instructions). Treated as distributions out of corpus (Election reqUIred? see instructions). Applied to 2018 distributable amount. Remaining amount distributed out of corpus 5 Excess distributions carryover applied to 2018 (If an amount appears in column the same amount must be shown in column 6 Enter the net total of each column as indicated below: Corpus Add lines 31?, 4c, and 4e Subtract line 5 Prior years? undistributed income Subtract line 4b from line 2b. Enter the amount of prior years? undistributed income for which a notice of de?CIency has been issued, or on which the section 4942(a) tax has been preVIously assessed. . Subtract line 6c from line 6b Taxable amount 11,309,449 8,934,371 2,208,017 13,517,466 2,248,228 11,269,238 Excess from 2014. 1,324,212 Excess from 2015. 1,019,302 Excess from 2016. 2,511,826 Excess from 2017. 4,205,881 Excess from 2018. 2,208,017 Form 990-PF (2018) Form 990-PF (2018) Page 10 Private Operating Foundations (see Instructions and Part VII-A, question 9) 1a 2a If the foundation has received a ruling or determination letter that it is a private operating foundation, and the ruling is effective for 2018, enter the date of the rulingCheck box to indicate whether the organization IS a private operating foundation described in section or Enter the lesser of the adjusted net Tax year Prior 3 years income from Part I or the minimum investment return from Part for each 2018 2017 2016 2015 year listed . 85% of line Qualifying distributions from Part XII, line 4 for each year listed . . . Amounts included in line 2c not used directly for active conduct of exempt actiwties . . . . . . . Qualifying distributions made directly for active conduct of exempt actiwties Subtract line 2d from line 2c . Complete 3a, b, or for the alternative test relied upon ?Assets" alternative test?enter (1) Value of all assets . (2) Value of assets qualifying under section ?Endowment" alternative test? enter 2/3 of minimum investment return shown in Part X, line 6 for each year listed. ?Support" alternative test?enter (1) Total support other than gross investment income (interest, diVidends, rents, payments on securities loans (section or royalties). (2) Support from general public and 5 or more exempt organizations as prowded in section (3) Largest amount of support from an exempt organization (4) Gross investment income Total Supplementary Information (Complete this part only if the foundation had $5,000 or more in assets at any time during the year?see instructions.) 1 Information Regarding Foundation Managers: 3 List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation before the close of any tax year (but only if they have contributed more than $5,000) (See section 507(d)(2) NA List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the ownership of a partnership or other entity) of which the foundation has a 10% or greater interest NA 2 Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs: Check here I I: if the foundation only makes contributions to preselected charitable organizations and does not accept unsoliated requests for funds If the foundation makes gifts, grants, etc to indiViduals or organizations under other conditions, complete items 2a, b, c, and See instructions a The name, address, and telephone number or e-mail address of the person to whom applications should be addressed JOHN HOOD 4601 SIX FORKS ROAD SUITE 300 RALEIGH, NC 27609 (919) 861-6445 The form in which applications should be submitted and information and materials they should include REQUEST FOR GRANT WITH REASONS FOR NEED Any submissmn deadlines NO FORMAL SUBMISSION DEADLINES Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other factors NO FORMAL RESTRICTIONS Form 990-PF (2018) Form 990-PF (2018) Page 11 Supplementary Information (continued) 3 Grants and Contributions Paid During the Year or Approved for Future Payment If reCIpIent IS an IndIVIdual, Foundahon show any relationship to Purpose of grant or status of any foundation manager moment or substantlal ReCIpIent Amount Name and address (home or busmess) a Paid during the year SEE SCHEDULE NONE PC SEE SCHEDULE 10,442,679 SEE SCHEDULE SEE SCHEDULE, NC 27609 Approved for future payment Form 990-PF (2018) Form 990-PF (2018) Page 12 Analysis of Income-Producing Activities Enter gross amounts unless otherWIse IndIcated Unrelated busmess Income Excluded by sectIon 512, 513, or 514 functIon Income 1 Program serVIce revenue Busmess code Amount Exclu5Ion code Amount (See InstructIons a 9 Fees and contracts from government agenCIes 2 MembershIp dues and assessments. 3 Interest on saVIngs and temporary cash Investments 14 635,247 4 and Interest from securItIes. . . . 14 3,637,374 5 Net rental Income or (loss) from real estate a Debt- ?nanced property. Not debt- ?nanced property. 222,975 6 Net rental Income or (loss) from personal property 7 Other Investment Income. 8 GaIn or (loss) from sales of assets other than 'nVentOIY 18 3,210,486 -31,032 9 Net Income or (loss) from speCIal events 10 Gross pro?t or (loss) from sales of Inventory 11 Other revenue 3 MISCELLANEOUS 14 310 12 Subtotal Add columns and . 7,483,417 191,943 13 Total. Add Ine 12, columns and . . . . . . . . . . . . . . 13 7,675,360 (See worksheet In lIne 13 InstructIons to verIfy calculatIons Part XVI- Relationship of Activities to the Accomplishment of Exempt Purposes ExplaIn below how each actIVIty for Income Is reported In column of Part XVI-A contrIbuted Importantly to LIne No. the accomplIshment of the foundatIon's exempt purposes (other than by prOVIdIng funds for such purposes) (See InstructIons 5b THE FUNDS PROVIDED BY THESE ACTIVITIES ALLOW THE ORGANIZATION TO PROMOTE IS PURPOSE 8 THE FUNDS PROVIDED BY THESE ACTIVITIES ALLOW THE ORGANIZATION TO PROMOTE IS PURPOSE Form 990-PF (2018) Form 990-PF (2018) Page 13 Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations 1 Did the organization directly or Indirectly engage In any of the followmg WIth any other organization described in section 501 (other than section 501(c)(3) organizations) or in section 527, relating to political organizations? Yes "0 a Transfers from the reporting foundation to a noncharitable exempt organization of (1) Cash. 1a(1) No (2) Other assets. 1a(2) No Other transactions (1) Sales of assets to a noncharitable exempt organization. 1b(1) No (2) Purchases of assets from a noncharltable exempt organization. 1b(2) No (3) Rental of faCIlitIes, eqUIpment, or other assets. 1b(3) No (4) Reimbursement arrangements. 1b(4) No (5) Loans or loan guarantees1b(5) No (6) Performance of serVIces or membership or fundraising soliutatlons. 1b(6) No Sharing of eqUIpment, mailing lists, other assets, or paid employees. 1c No If the answer to any of the above is "Yes," complete the followmg schedule Column should always show the faIr market value of the goods, other assets, or serVIces given by the reporting foundation If the foundation received less than faIr market value In any transaction or sharing arrangement, show In column the value of the goods, other assets, or serVIces received a Line No Amount involved Name of noncharitable exem Izatlon Descri 23 Is the foundation directly or indirectly affiliated Wlth, or related to, one or more tax-exempt organizations described In section 501(c) (other than section 501(c)(3)) or in section 5277 . If "Yes," complete the followmg schedule Name of organization Type of organization of transfers transactions and sha arra Yes No Description of relationship Under penalties of perjury, I declare that I have examined return, Including accompanying schedules and statements, and to the best of my knowledge and belief, It is true, correct, and complete Declaration of preparer (other than taxpayer) is based on all information of preparer has any knowledge ?lgn manor 2019-11-13 ElizrhhelRS discuss ere With the preparer shown below Signature of officer or trustee Date Title (see Instr )9 Yes El No Print/Type preparer's name Preparer's Signature Date PTIN Check if self- employed h- P00077863 Ronald A Batchelor Paid Preparer Firm's name BATCHELOR TILLERY ROBERTS LLP . EIN Use Only Firm's address 3605 GLENWOOD AVENUE SUITE 350 RALEIGH, NC 27612 Phone no (919) 787-8212 Form 990-PF (2018) Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns a - List and describe the klnd(s) of property sold (e real estate, 2-story warehouse, or common stock, 200 MLC Co How achIred Date achIred Date sold P?Purchase (mo, day, yr) (mo day, yr) D?Donatlon 1 500,000 UTS ABBOTT LABS 2018-08-29 2018-09-15 1 450,000 UTS DEERE JOHN CAP CORP 2018-09-05 2018-10-15 500,000 UTS HUNTINGTON NATL BK COLUMBUS OH 2018-07-26 2018-11-06 500,000 UTS SUNTRUST BKS INC 2018-08-26 2018-11-01 450,000 UTS MEDTRONIC INC 2018-08-10 2019-04-08 650,000 UTS CABELAS CR CARD MASTER 2018-08-08 2019-06-17 10,000 SHS CISCO SYSTEMS INC 2018-07-01 2018-11-20 2,500 SHS EXELON CORP 2018-02-14 2018-11-20 375 SHS GARRETT MOTION INC 2018-07-01 2018-10-18 21,000 SHS GENERAL ELECTRIC CO 2018-07-01 2018-11-20 Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns - Gross sales price DepreCIatIon allowed Cost or other Galn or (loss) (or allowable) (9) plus expense of sale plus minus (9) 500,000 499,870 450,000 449,752 500,000 499,785 500,000 499,980 450,000 448,424 650,000 644,236 446,102 424,248 21,854 113,549 90,902 22,647 5,443 5,920 -477 159,715 352,297 -192,582 Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns i - I Complete only for assets showmg galn In column and owned by the foundation on 12/31/69 Gains (Col galn mmus col but not less than -O-) or as of 12/31/69 Losses (from col Adjusted basIs Excess of col (I) (I) as of 12/31/69 over col (J), If any 215 20 1,576 5,764 21,854 22,647 -477 -192,582 Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns a - and describe the klnd(s) of property sold (e real estate, 2-story warehouse, or common stock, 200 MLC Co How achIred Date achIred Date sold P?Purchase (mo day, yr) (mo day, yr) D?Donatlon 2,000 SHS MERCK COMPANY INC NEW 2018-02-06 2018-07-13 1 625 SHS RESIDEO TECHS INC 2018-07-01 2018-11-20 2,000 SHS WALT DISNEY CO 2018-07-01 2018-11-28 2,000 SHS WELLS FARGO CO NEW 2018-07-01 2018-07-23 1,000 SHS WELLS FARGO CO NEW 2018-04-03 2018-08-17 2,000 SHS AMER ELEC PWR CO INC 2015-08-24 2018-07-13 2,000 SHS AMER ELEC PWR CO INC 2015-08-24 2018-07-17 1,000 SHS AMER ELEC PWR CO INC 2015-08-24 2018-07-23 2,000 SHS AMER ELEC PWR CO INC 2013-01-01 2018-08-17 4,000 SHS AMER ELEC PWR CO INC 2013-01-01 2018-10-18 Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns - Gross sales price DepreCIatIon allowed Cost or other Galn or (loss) (or allowable) (9) plus expense of sale plus minus (9) 125,099 110,562 14,537 12,098 15,866 -3,768 229,688 199,407 30,281 113,476 104,470 9,006 58,609 51,321 7,288 140,118 112,139 27,979 141,096 111,461 29,635 69,618 54,811 14,807 145,176 73,807 71,369 286,692 147,759 138,933 Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns i - I Complete only for assets showmg galn In column and owned by the foundation on 12/31/69 as of 12/31/69 Adjusted basIs as of 12/31/69 Gains (Col galn mmus col but not less than -0-) or Losses (from col Excess of col (I) (I) over col (J), If any 14,537 -3,768 30,281 9,006 7,288 27,979 29,635 14,807 71,369 138,933 Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns a - and describe the klnd(s) of property sold (e real estate, 2-story warehouse, or common stock, 200 MLC Co How achIred Date achIred Date sold P?Purchase (mo, day, yr) (mo day, yr) D?Donatlon 1,500 SHS AMER ELEC PWR CO INC 2013-01-01 2018-12-06 1 3,000 SHS BT GROUP PLC ADR 2013-01-01 2018-08-20 4,000 SHS BT GROUP PLC ADR 2013-01-01 2018-09-24 5,000 SHS BT GROUP PLC ADR 2011-10-20 2018-11-20 2,000 SHS CITIGROUP INC NEW 2013-01-01 2018-07-13 1,000 SHS CITIGROUP INC NEW 2015-09-18 2018-07-17 2,000 SHS CITIGROUP INC NEW 2016-01-08 2018-07-20 1,000 SHS CITIGROUP INC NEW 2015-09-18 2018-08-17 1,000 SHS CITIGROUP INC NEW 2015-09-18 2018-08-20 2,000 SHS DOMINION ENERGY INC 2015-08-25 2018-07-13 Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns - Gross sales price DepreCIatIon allowed Cost or other Galn or (loss) (or allowable) (9) plus expense of sale plus minus (9) 116,531 64,576 51,955 43,677 38,736 4,941 60,080 52,502 7,578 81,200 70,276 10,924 133,357 101,722 31,635 69,752 50,601 19,151 138,836 94,542 44,294 69,430 50,111 19,319 70,458 50,111 20,347 139,401 144,322 -4,921 Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns i - I Complete only for assets showmg galn In column and owned by the foundation on 12/31/69 as of 12/31/69 Adjusted basIs as of 12/31/69 Excess of col (I) over col (J), If any Gains (Col galn mmus col but not less than -O-) or (I) Losses (from col 51,955 4,941 7,578 10,924 31,635 19,151 44,294 19,319 20,347 -4,921 Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns a - and describe the klnd(s) of property sold (e real estate, 2-story warehouse, or common stock, 200 MLC Co How achIred Date achIred Date sold P?Purchase (mo, day, yr) (mo day, yr) D?Donatlon 1,000 SHS DOMINION ENERGY INC 2014-12-15 2018-07-17 1 1,000 SHS DOMINION ENERGY INC 2014-05-14 2018-07-20 1,000 SHS DOMINION ENERGY INC 2014-05-14 2018-07-23 1,000 SHS DOMINION ENERGY INC 2015-09-04 2018-08-17 1,000 SHS DOMINION ENERGY INC 2014-10-15 2018-08-20 4,000 SHS DOMINION ENERGY INC 2013-01-01 2018-10-18 3,334 SHS DUKE ENERGY CORP NEW 2013-01-01 2018-09-24 4,000 SHS DUKE ENERGY CORP NEW 2013-01-01 2018-10-18 1,000 SHS ELI LILLY CO 2015-10-20 2018-07-27 1,000 SHS ELI LILLY CO 2016-02-03 2018-08-17 Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns - Gross sales price DepreCIatIon allowed Cost or other Galn or (loss) (or allowable) (9) plus expense of sale plus minus (9) 70,227 71,712 -1,485 71,571 70,455 1,116 70,878 70,455 423 71,729 67,212 4,517 71,838 66,001 5,837 289,337 193,986 95,351 265,514 185,587 79,927 325,473 234,034 91,439 96,907 77,762 19,145 104,677 74,772 29,905 Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns i - I Complete only for assets showmg galn In column and owned by the foundation on 12/31/69 Galns (Col galn mmus col but not less than -0-) or as of 12/31/69 Losses (from col Adjusted basIs Excess of col (I) (I) as of 12/31/69 over col (J), If any -1,485 1,116 423 4,517 5,837 95,351 79,927 91,439 19,145 29,905 Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns a - and describe the klnd(s) of property sold (e real estate, 2-story warehouse, or common stock, 200 MLC Co How achIred Date achIred Date sold P?Purchase (mo day, yr) (mo day, yr) D?Donatlon 1,000 SHS ELI LILLY CO 2014-12-15 2018-08-20 1 2,000 SHS ENNIS INC 2011-09-26 2018-07-13 6,000 SHS ENNIS INC 2013-01-01 2018-07-18 3,046 SHS ENNIS INC 2011-09-28 2018-07-20 1,500 SHS ENNIS INC 2011-09-28 2018-07-23 1,454 SHS ENNIS INC 2013-01-01 2018-07-24 1,000 SHS ENNIS INC 2011-10-06 2018-07-25 2,000 SHS ENNIS INC 2011-10-06 2018-07-27 3,000 SHS EXELON CORP 2015-08-24 2018-07-13 2,000 SHS EXELON CORP 2014-05-14 2018-07-23 Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns - Gross sales price DepreCIatIon allowed Cost or other Galn or (loss) (or allowable) (9) plus expense of sale plus minus (9) 105,787 69,841 35,946 40,008 28,862 11,146 128,013 83,914 44,099 69,344 39,202 30,142 32,974 19,360 13,614 31,583 19,456 12,127 22,203 13,581 8,622 43,350 27,162 16,188 126,716 100,202 26,514 83,357 70,220 13,137 Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns i - I Gains (Col galn mmus col but not less than -0-) or Losses (from col Complete only for assets showmg galn In column and owned by the foundation on 12/31/69 as of 12/31/69 Adjusted Excess of col (I) (I) as of 12/31/69 over col (J), If any 35,946 11,146 44,099 30,142 13,614 12,127 8,622 16,188 26,514 13,137 Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns a - and describe the klnd(s) of property sold (e real estate, 2-story warehouse, or common stock, 200 MLC Co How achIred Date achIred Date sold P?Purchase (mo day, yr) (mo day, yr) D?Donatlon 2,000 SHS EXELON CORP 2014-05-14 2018-07-25 1 2,500 SHS EXELON CORP 2013-01-01 2018-08-17 3,000 SHS EXELON CORP 2015-08-24 2018-08-20 4,000 SHS EXELON CORP 2013-01-01 2018-09-24 3,300 SHS EXELON CORP 2016-01-08 2018-10-18 4,200 SHS EXELON CORP 2013-01-01 2018-11-20 10,000 SHS GENERAL ELECTRIC CO 2013-01-01 2018-11-20 3,000 SHS HCP INC 2013-01-01 2018-07-20 2,000 SHS HCP INC 2016-01-08 2018-07-23 1,000 SHS HCP INC 2016-01-11 2018-07-24 Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns - Gross sales price DepreCIatIon allowed Cost or other Galn or (loss) (or allowable) (9) plus expense of sale plus minus (9) 83,897 70,220 13,677 111,946 84,760 27,186 132,901 98,372 34,529 173,285 124,712 48,573 142,149 92,002 50,147 190,836 115,758 75,078 76,397 206,809 -130,412 77,247 103,448 -26,201 51,818 60,164 -8,346 25,668 30,022 -4,354 Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns i - I Gains (Col galn mmus col but not less than -0-) or Losses (from col Complete only for assets showmg galn In column and owned by the foundation on 12/31/69 as of 12/31/69 Adjusted basIs Excess of col (I) (I) as of 12/31/69 over col (J), If any 13,677 27,186 34,529 48,573 50,147 75,078 -130,412 -26,201 -8,346 -4,354 Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns a - and describe the klnd(s) of property sold (e real estate, 2-story warehouse, or common stock, 200 MLC Co How achIred Date achIred Date sold P?Purchase (mo, day, yr) (mo day, yr) D?Donatlon 1,500 SHS HCP INC 2013-01-01 2018-07-25 1 1,500 SHS HCP INC 2016-01-13 2018-07-27 3,000 SHS HCP INC 2013-01-01 2018-08-17 2,000 SHS JPMORGAN CHASE CO 2016-01-13 2018-08-17 1,000 SHS JPMORGAN CHASE CO 2016-04-18 2018-08-20 5,000 SHS LIBERTY PROPERTY TRUST 2013-01-01 2018-07-13 2,000 SHS LIBERTY PROPERTY TRUST 2015-08-24 2018-07-17 2,000 SHS LIBERTY PROPERTY TRUST 2015-08-24 2018-07-18 2,000 SHS LIBERTY PROPERTY TRUST 2015-08-24 2018-07-25 2,000 SHS LIBERTY PROPERTY TRUST 2015-08-24 2018-07-27 Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns - Gross sales price DepreCIatIon allowed Cost or other Galn or (loss) (or allowable) (9) plus expense of sale plus minus (9) 39,224 44,813 -5,589 38,247 44,373 -6,126 81,576 86,080 -4,504 229,015 115,142 113,873 114,288 62,202 52,086 223,437 178,985 44,452 88,797 64,441 24,356 87,377 64,441 22,936 84,085 64,222 19,863 84,038 64,222 19,816 Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns i - I Complete only for assets showmg galn In column and owned by the foundation on 12/31/69 Gains (Col galn mmus col but not less than -O-) or as of 12/31/69 Losses (from col Adjusted basIs Excess of col (I) (I) as of 12/31/69 over col (J), If any -5,589 -6,126 -4,504 113,873 52,086 44,452 24,356 22,936 19,863 19,816 Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns a - and describe the klnd(s) of property sold (e real estate, 2-story warehouse, or common stock, 200 MLC Co How achIred Date achIred Date sold P?Purchase (mo, day, yr) (mo day, yr) D?Donatlon 6,000 SHS LIBERTY PROPERTY TRUST 2013-01-01 2018-08-17 1 3,000 SHS LIBERTY PROPERTY TRUST 2013-01-01 2018-08-20 2,000 SHS MERCK COMPANY INC NEW 2015-08-24 2018-07-18 2,000 SHS MERCK COMPANY INC NEW 2015-08-24 2018-07-23 2,000 SHS MERCK COMPANY INC NEW 2015-08-25 2018-07-24 2,000 SHS MERCK COMPANY INC NEW 2014-10-16 2018-08-17 2,000 SHS MERCK COMPANY INC NEW 2015-08-25 2018-08-20 3,000 SHS OLIN CORP NEW 2013-01-01 2018-07-13 2,000 SHS OLIN CORP NEW 2013-01-01 2018-07-23 2,000 SHS OLIN CORP NEW 2016-01-08 2018-07-24 Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns - Gross sales price DepreCIatIon allowed Cost or other Galn or (loss) (or allowable) (9) plus expense of sale plus minus (9) 266,393 185,410 80,983 133,319 87,700 45,619 125,517 109,842 15,675 125,459 108,622 16,837 126,203 107,520 18,683 137,476 107,216 30,260 139,897 106,422 33,475 88,380 73,425 14,955 57,257 34,817 22,440 57,397 33,714 23,683 Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns i - I Complete only for assets showmg galn In column and owned by the foundation on 12/31/69 as of 12/31/69 Adjusted basIs as of 12/31/69 Excess of col (I) over col (J), If any Gains (Col galn mmus col but not less than -0-) or (I) Losses (from col 80,983 45,619 15,675 16,837 18,683 30,260 33,475 14,955 22,440 23,683 Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns a - and describe the klnd(s) of property sold (e real estate, 2-story warehouse, or common stock, 200 MLC Co How achIred Date achIred Date sold P?Purchase (mo, day, yr) (mo day, yr) D?Donatlon 2,000 SHS OLIN CORP NEW 2016-01-08 2018-08-17 1 3,000 SHS OLIN CORP NEW 2016-01-11 2018-08-20 4,000 SHS OLIN CORP NEW 2013-01-01 2018-09-24 10,000 SHS ORGANGE SPON ADR 2013-01-01 2018-07-13 4,000 SHS ORGANGE SPON ADR 2013-01-01 2018-07-17 3,000 SHS ORGANGE SPON ADR 2011-09-13 2018-07-18 2,000 SHS ORGANGE SPON ADR 2011-09-12 2018-07-20 1,000 SHS ORGANGE SPON ADR 2011-12-19 2018-07-23 1,000 SHS ORGANGE SPON ADR 2011-12-19 2018-07-24 1,000 SHS ORGANGE SPON ADR 2011-12-19 2018-07-25 Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns - Gross sales price DepreCIatIon allowed Cost or other Galn or (loss) (or allowable) (9) plus expense of sale plus minus (9) 58,797 33,714 25,083 89,667 49,697 39,970 109,420 64,713 44,707 170,259 166,994 3,265 66,360 63,641 2,719 49,468 47,972 1,496 32,898 31,660 1,238 16,530 15,841 689 16,519 15,259 1,260 16,347 15,259 1,088 Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns i - I Complete only for assets showmg galn In column and owned by the foundation on 12/31/69 Gains (Col galn mmus col but not less than -0-) or as of 12/31/69 Losses (from col Adjusted basIs Excess of col (I) (I) as of 12/31/69 over col (J), If any 25,083 39,970 44,707 3,265 2,719 1,496 1,238 689 1,260 1,088 Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns a - and describe the klnd(s) of property sold (e real estate, 2-story warehouse, or common stock, 200 MLC Co How achIred Date achIred Date sold P?Purchase (mo, day, yr) (mo day, yr) D?Donatlon 2,000 SHS ORGANGE SPON ADR 2011-12-19 2018-07-27 1 1,000 SHS ORGANGE SPON ADR 2011-12-19 2018-08-17 12,000 SHS PITNEY BOWES INC 2013-01-01 2018-11-28 4,000 SHS UNIVERSAL CORP VA 2013-01-01 2018-11-28 1,000 SHS CAREY INC 2015-08-21 2018-08-20 1,000 SHS CAREY INC 2015-08-24 2018-10-23 7,000 SHS CAREY INC 2013-01-01 2018-11-28 2,000 SHS WELLS FARGO CO NEW 2016-04-20 2018-07-17 2,000 SHS WELLS FARGO CO NEW 2016-03-03 2018-07-18 2,000 SHS WELLS FARGO CO NEW 2016-04-14 2018-07-23 Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns - Gross sales price DepreCIatIon allowed Cost or other Galn or (loss) (or allowable) (9) plus expense of sale plus minus (9) 34,039 30,519 3,520 16,218 15,259 959 99,460 215,606 -116,146 255,401 148,541 106,860 66,648 59,691 6,957 65,246 58,341 6,905 473,823 398,098 75,725 113,259 100,762 12,497 112,357 99,002 13,355 114,637 98,341 16,296 Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns i - I Complete only for assets showmg galn In column and owned by the foundation on 12/31/69 Gains (Col galn mmus col but not less than -0-) or as of 12/31/69 Losses (from col Adjusted basIs Excess of col (I) (I) as of 12/31/69 over col (J), If any 3,520 959 -116,146 106,860 6,957 6,905 75,725 12,497 13,355 16,296 Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns a - and describe the klnd(s) of property sold (e real estate, 2-story warehouse, or common stock, 200 MLC Co How achIred Date achIred Date sold P?Purchase (mo day, yr) (mo day, yr) D?Donatlon 3,000 SHS WELLS FARGO CO NEW 2013-01-01 2018-07-24 2,000 SHS WELLS FARGO CO NEW 2013-01-01 2018-07-25 1,000 SHS WELLS FARGO CO NEW 2016-10-06 2018-08-17 7,000 SHS DUKE REALTY CORP NEW 2011-09-21 2019-04-17 7,000 SHS DUKE REALTY CORP NEW 2013-01-01 2019-04-18 2,000 SHS DUKE REALTY CORP NEW 2011-09-26 2019-04-24 3,000 SHS DUKE REALTY CORP NEW 2013-01-01 2019-04-30 3,000 SHS DUKE REALTY CORP NEW 2013-01-01 2019-05-09 4,000 SHS DUKE REALTY CORP NEW 2013-01-01 2019-06-07 3,000 SHS DUKE REALTY CORP NEW 2011-10-06 2019-06-11 Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns - Gross sales price DepreCIatIon allowed Cost or other Galn or (loss) (or allowable) (9) plus expense of sale plus minus (9) 175,594 145,032 30,562 116,038 93,630 22,408 58,609 44,980 13,629 208,215 69,752 138,463 210,774 66,942 143,832 60,977 19,033 41,944 93,214 28,551 64,663 89,846 28,080 61,766 126,161 36,656 89,505 93,688 27,835 65,853 Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns i - I Gains (Col galn mmus col but not less than -0-) or Losses (from col Complete only for assets showmg galn In column and owned by the foundation on 12/31/69 as of 12/31/69 Adjusted Excess of col (I) (I) as of 12/31/69 over col (J), If any 30,562 22,408 13,629 138,463 143,832 41,944 64,663 61,766 89,505 65,853 Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns a - List and describe the klnd(s) of property sold (e real estate, 2-story warehouse, or common stock, 200 MLC Co How achIred Date achIred Date sold P?Purchase (mo, day, yr) (mo day, yr) D?Donatlon 3,000 SHS DUKE REALTY CORP NEW 2013-01-01 2019-06-18 3,000 SHS DUKE REALTY CORP NEW 2011-10-04 2019-06-19 2,000 SHS DUKE REALTY CORP NEW 2013-01-01 2019-06-20 1,500 SHS HARRIS CORP DEL 2013-01-01 2019-06-20 750 SHS HARRIS CORP DEL 2018-04-25 2019-04-18 1,000 SHS HONEYWELL INTL INC 2013-01-01 2019-04-24 750 SHS HONEYWELL INTL INC 2013-01-01 2019-05-06 1,250 SHS HONEYWELL INTL INC 2013-01-01 2019-06-07 750 SHS HONEYWELL INTL INC 2018-04-06 2019-06-11 2,000 SHS CORP 2017-05-09 2019-04-24 Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns - Gross sales price DepreCIatIon allowed Cost or other Galn or (loss) (or allowable) (9) plus expense of sale plus minus (9) 95,876 26,714 69,162 96,088 26,452 69,636 64,841 18,096 46,745 249,454 234,438 15,016 124,263 120,157 4,106 171,475 144,227 27,248 129,680 105,894 23,786 215,479 174,423 41,056 129,175 103,223 25,952 147,841 79,301 68,540 Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns i - I Complete only for assets showmg galn In column and owned by the foundation on 12/31/69 Gains (Col galn mmus col but not less than -0-) or as of 12/31/69 Losses (from col Adjusted basIs Excess of col (I) (I) as of 12/31/69 over col (J), If any 69,162 69,636 46,745 15,016 4,106 27,248 23,786 41,056 25,952 68,540 Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns a - and describe the klnd(s) of property sold (e real estate, 2-story warehouse, or common stock, 200 MLC Co How achIred Date achIred Date sold P?Purchase (mo, day, yr) (mo day, yr) D?Donatlon 1,000 SHS CORP 2017-05-03 2019-05-06 1 300 SHS LOCKHEED MARTIN CORP 2011-10-04 2019-06-17 300 SHS LOCKHEED MARTIN CORP 2018-03-08 2019-06-18 400 SHS LOCKHEED MARTIN CORP 2013-01-01 2019-06-19 250 SHS LOCKHEED MARTIN CORP 2013-01-01 2019-06-20 250 SHS LOCKHEED MARTIN CORP 2018-02-08 2019-06-24 300 SHS NORTHROP GRUMMAN CORP 2018-03-08 2019-06-17 300 SHS NORTHROP GRUMMAN CORP 2018-04-25 2019-06-18 400 SHS NORTHROP GRUMMAN CORP 2018-07-01 2019-06-19 300 SHS NORTHROP GRUMMAN CORP 2018-07-01 2019-06-20 Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns - Gross sales price DepreCIatIon allowed Cost or other Galn or (loss) (or allowable) (9) plus expense of sale plus minus (9) 68,384 39,939 28,445 104,563 21,369 83,194 105,858 102,086 3,772 141,687 131,810 9,877 89,624 83,429 6,195 90,180 83,544 6,636 92,990 103,826 -10,836 93,773 98,933 -5,160 125,372 120,121 5,251 95,918 87,922 7,996 Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns i - I Complete only for assets showmg galn In column and owned by the foundation on 12/31/69 Gains (Col galn mmus col but not less than -0-) or as of 12/31/69 Losses (from col Adjusted basIs Excess of col (I) (I) as of 12/31/69 over col (J), If any 28,445 83,194 3,772 9,877 6,195 6,636 -10,836 -5,160 5,251 7,996 Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns a - and describe the klnd(s) of property sold (e real estate, 2-story warehouse, or common stock, 200 MLC Co How achIred Date achIred Date sold P?Purchase (mo, day, yr) (mo day, yr) D?Donatlon 300 SHS NORTHROP GRUMMAN CORP 2019-06-11 2019-06-24 1 8,000 SHS OLIN CORP NEW 2013-01-01 2019-06-07 4,000 SHS OLIN CORP NEW 2016-02-03 2019-06-11 2,000 SHS QUALCOMM INC 2013-01-01 2019-04-24 1,000 SHS QUALCOMM INC 2017-10-25 2019-05-06 1,200 SHS RAYTHEON COMPANY NEW 2013-01-01 2019-06-17 300 SHS RAYTHEON COMPANY NEW 2018-04-06 2019-06-18 700 SHS RAYTHEON COMPANY NEW 2018-07-01 2019-06-18 800 SHS RAYTHEON COMPANY NEW 2018-07-01 2019-06-20 500 SHS RAYTHEON COMPANY NEW 2018-12-04 2019-06-24 Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns - Gross sales price DepreCIatIon allowed Cost or other Galn or (loss) (or allowable) (9) plus expense of sale plus minus (9) 96,707 90,970 5,737 179,352 117,214 62,138 90,276 53,019 37,257 174,734 118,744 55,990 87,318 53,723 33,595 214,641 255,256 -40,615 53,844 64,540 -10,696 125,547 140,807 -15,260 143,697 156,166 -12,469 91,550 83,533 8,017 Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns i - I Complete only for assets showmg galn In column and owned by the foundation on 12/31/69 Gains (Col galn mmus col but not less than -O-) or as of 12/31/69 Losses (from col Adjusted basIs Excess of col (I) (I) as of 12/31/69 over col (J), If any 5,737 62,138 37,257 55,990 33,595 -40,615 -10,696 -15,260 -12,469 8,017 Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns a - List and describe the kInd(s) of property sold (e real estate, 2-story warehouse, or common stock, 200 MLC Co How achIred P?Purchase D?Donatlon (C) Date achIred Date sold (mo . day, yr) (mo dayr yr) 2,000 SHS UNITED TECHNOLOGIES CORP 2013-01-01 2019-04-17 1 750 SHS UNITED TECHNOLOGIES CORP 2018-03-22 2019-04-18 750 SHS UNITED TECHNOLOGIES CORP 2018-04-03 2019-04-30 750 SHS UNITED TECHNOLOGIES CORP 2018-04-25 2019-05-06 750 SHS HARRIS CORP DEL 2018-12-04 2019-04-30 Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns - Gross sales price DepreCIatIon allowed Cost or other Galn or (loss) (or allowable) (9) plus expense of sale plus minus (9) 270,421 258,054 12,367 102,881 94,251 8,630 106,736 92,499 14,237 104,546 91,435 13,111 125,898 104,642 21,256 Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns i - I Complete only for assets showmg gain In column and owned by the foundation on 12/31/69 Gains (Col galn mmus col but not less than -0-) or as of 12/31/69 Adjusted Excess of col (I) (I) Losses (from col as of 12/31/69 over col (J), If any 12,367 8,630 14,237 13,111 21,256 Form 990PF Part Line 1 - List all officers, directors, trustees, foundation managers and their compensation Name and address Title, and average hours per week devoted to pO5ition Compensation (If not paid, enter -0-) Contributions to employee benefit plans and deferred compensation Expense account, other allowances JAMES ARTHUR POPE CHAIRMAN 0 0 0 10 0 4601 SIX FORKS ROAD SUITE 300 RALEIGH, NC 27609 AMANDAJ POPE VICE CHAIRMAN 0 0 0 1 0 4601 SIX FORKS ROAD SUITE 300 RALEIGH, NC 27609 JOYCE POPE BOARD MEMBER 0 0 0 15 0 4601 SIX FORKS ROAD SUITE 300 RALEIGH, NC 27609 DAVID STOVER BOARD MEMBER 25,000 0 0 10 0 4601 SIX FORKS ROAD SUITE 300 RALEIGH, NC 27609 JOHN HOOD PRESIDENT 241,058 7,232 0 40 0 4601 SIX FORKS ROAD SUITE 300 RALEIGH, NC 27609 KIMBERLY OVERTON ASSISTANT SECRETARY 69,558 2,087 0 40 0 4601 SIX FORKS ROAD SUITE 300 RALEIGH, NC 27609 MIKE SMITH BOARD MEMBER 12,500 0 0 1 0 4601 SIX FORKS ROAD SUITE 300 RALEIGH, NC 27609 EARLE POPE BOARD MEMBER 0 0 0 4601 SIX FORKS ROAD SUITE 300 RALEIGH, NC 27609 05 Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - TY 2018 Accounting Fees Schedule Name: JOHN WILLIAM POPE FOUNDATION EIN: 58-1691765 Category Amount Net Investment Adjusted Net Disbursements Income Income for Charitable Purposes TAX PREPARATION FEES 9,242 7,394 1,848 Iefile GRAPHIC print - Do NOT PROCESS IAs Filed Data - DLN: 93491317017939 Note: To capture the full content of this document, please select landscape mode (11" when printing. TY 2018 Depreciation Schedule Name: JOHN WILLIAM POPE FOUNDATION EIN. 58- 1691765 Depreciation Schedule Dacription of Date Cost or Other Prior Years' Computation Method Rate Current Year's Net Investment Adjusted Net Cost of Goods Property Acquired Basis Depreciation Life of years) Depreciation Income Income Sold Not Expense Included BUILDING 2015-11-18 304,500 20,495 M39 7,807 LAND 2015?11?18 65,500 BUILDING 2015-11-18 117,000 7,875 M39 3,000 LAND 2015-11-18 91,000 BUILDING 2015-11-18 242,000 16,288 M39 6,205 LAND 2015?11?18 73,000 ALUMINUM CANOPY 2016?12?13 11,686 475 M39 300 BUILDING 2015-11-18 212,500 14,303 M39 5,449 LAND 2015-11-18 25,000 BUILDING 2015?11?18 187,100 12,593 M39 4,797 LAND 2015?11?18 38,900 BUILDING 2015-11-18 136,800 9,208 M39 3,508 LAND 2015-11-18 42,200 HVAC UNIT 2016-12-13 9,400 382 M39 241 BUILDING 2015?11?18 269,600 18,146 M39 6,913 LAND 2015-11-18 15,400 BUILDING 2015-11-18 144,100 9,699 M39 3,695 LAND 2015-11-18 155,900 ROOF 2019?02?21 50,105 M39 483 BUILDING 2015-11-18 81,000 5,452 M39 2,077 Description of Property LAND BUILDING LAND NEW AWNING BUILDING LAND BUILDING LAND BUILDING LAND BUILDING LAND ASPHALT LAND BUILDING LAND BUILDING LAND Depreciation Schedule [)ate Acquhed 2015?11?18 2015-11-18 2015-11-18 2017-04-13 2015?11?18 2015-11-18 2015-11-18 2015-11-18 2015?11?18 2015-11-18 2015-11-18 2015-11-18 2015?11?18 2015-11-18 2015-11-18 2015-11-18 2015?11?18 2015-11-18 Cost or Other Basis 54,000 106,600 20,400 3,805 109,410 36,590 116,000 15,000 64,000 70,600 58,800 16,200 3,900 22,100 41,800 18,200 54,500 19,500 Prior Years' Depreciation Computation Method Rate Life of years) Current Year's Depreciation Expense 2,733 Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included Iefile GRAPHIC print - DO NOT PROCESS IAs Filed Data - DLN: 93491317017939 TY 2018 Investments Corporate Stock Schedule Name: JOHN WILLIAM POPE FOUNDATION EIN: 58- 1691765 Investments Corporation Stock Schedule Name of Stock End of Year Book End of Year Fair Value Market Value WAL-MART SHARES 2,286 2,151,019 BANK OF AMERICA SHARES 333,065 957,000 BBT - PFD 250,000 253,000 CATO SHARES 2,300 3,696 DOLLAR TREE 80,379 108,035 Iefile GRAPHIC print - DO NOT PROCESS IAs Filed Data - TY 2018 Investments - Other Schedule Name: JOHN WILLIAM POPE FOUNDATION EIN: 58- 1691765 Investments Other Schedule 2 Category/ Item Listed at Cost or Book Value End of Year Fair FMV Market Value FINANCIAL ASCENT TE LIMITED PARTNERSHIP AT COST 30,893,853 41,782,650 VALUE PRESERVATION LIMITED PARTNERSHIP AT COST 0 0 VANGUARD AT COST 44,761,906 58,650,783 U.S. TRUST AT COST 26,523,330 26,971,536 Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - DLN: 93491317017939 TY 2018 Land, Etc. Schedule Name: JOHN WILLIAM POPE FOUNDATION EIN: 58- 1691765 Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - TY 2018 Other Expenses Schedule Name: EIN: Other Expenses Schedule JOHN WILLIAM POPE FOUNDATION 58-1691765 DLN: 93491317017939 Description Revenue and Net Investment Adjusted Net Disbursements for Expenses per Income Income Charitable Books Purposes RENT AND ROYALTY EXPENSES 94,721 BANK CHARGES 786 60 726 UTILITIES 1,314 329 985 INSURANCE - LIABILITY AND 7,352 1,838 5,514 ADR FEES - VANGUARD 2,020 2,020 TRUST INVESTMENT FEES 42,725 42,725 PORTFOLIO DEDUCTIONS - FINANCIAL ASCENT TE LP 340,782 340,782 TRADING EXPENSES - VALUE PRESERVATION LP 176,758 176,758 Other Expenses Schedule Description Revenue and Net Investment Adjusted Net Disbursements for Expenses per Income Income Charitable Books Purposes OFFICE EXPENSE 13,020 256 12,764 MISCELLANEOUS EXPENSE 3,308 3,308 LOSS ON SALE OF 4610 CAROLINA HWY, DENMARK, SC PROPERTY -31,032 Rent and Royalty Expense 94,721 Iefile GRAPHIC print - DO NOT PROCESS IAs Filed Data - DLN: 93491317017939 TY 2018 Other Income Schedule Name: JOHN WILLIAM POPE FOUNDATION EIN: 58-1691765 Other Income Schedule Description Revenue And Net Investment Adjusted Net Income Expenses Per Books Income CLASS ACTION SETTLEMENTS 310 310 lefile GRAPHIC print - DO NOT PROCESS As Filed Data - DLN: 93491317017939 TY 2018 Other Liabilities Schedule Name: JOHN WILLIAM POPE FOUNDATION EIN: 58-1691765 Description Beginning of Year End of Year - - Book Value Book Value SECURITITY DEPOSITS HELD 12,000 0 lefile GRAPHIC print - DO NOT PROCESS As Filed Data - DLN: 93491317017939 TY 2018 Other Professional Fees Schedule Name: JOHN WILLIAM POPE FOUNDATION EIN: 58-1691765 Category Amount Net Investment Adjusted Net Disbursements Income Income for Charitable Purposes COMPUTER 1,290 323 967 CONSULTING 30,799 30,799 PAYROLL SERVICE FEE 692 33 659 Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - DLN: 93491317017939 TY 2018 Taxes Schedule Name: JOHN WILLIAM POPE FOUNDATION EIN: 58-1691765 Category Amount Net Investment Adjusted Net Disbursements Income Income for Charitable Purposes EXCISE TAX 123,000 PAYROLL TAXES 28,809 1,408 27,401 FOREIGN TAXES - VANGUARD 2,037 2,037 FOREIGN TAXES - FINANCIAL ASCENT TE LIMITED PARTNERSHIP 7,238 7,238 JOHN WILLIAM POPE FOUNDATION 58-1591765 990-PF PART XV GRANTS PAID Fiscal Year July 1, 2018 through June 30, 2019 25.000 00 5 102019 50Can 1625 Sheet . sutte 400 DC 20006 - Calolma 100.000 00 213 2019 JIBC ofNC 905 F1 ledhelg Chu1ch Road mston-Salem NC 27127 - 1m Pope Memonal Glant 5.000 00 5 22019 thon Inshtute fol the Stuth of Rellglon Llhem 98 Fulton Sheet Gland Raplds MI 49503 GeneIal )pelatmg Expenses 20.000 00 9 25 2018 JIchon Path? a? 316 Gleen Sheet Fax ette\ 111e NC 28301 - Second Han est Food Bank 10.000 00 1112018 NCTS of\ ance Count\. Inc 305 Chestnut StIeet Hendel son NC 2753 GeneIal )pelahng Expenses 20.000 00 1112018 thance Medlcal 101 Donald Ross D1 ne Ralelgh NC 27610 Genelal )pelahng Expenses 50.000 00 5 22019 ?\me11can Enterpnse Inshtute 1789 Massachusetts enue. asthton DC 20036 Genelal )pelatmg Expenses 5.000 00 5 102019 JImenca's Futu1e Foundahon 1513 16th Sheet DC 20036 Genelal )pelahng Expenses 25.000 00 5 102019 ?\me11can Leglslatn Exchange Councll 2900 Cnstal D1 1\ e. Su1te 600 22202 Genelal )pelatmg Expenses 2.500 00 262019 kmencan Red C1 oss - Tnangle Chaptel 100 North Peamee Lane Ralelgh NC 27610 GeneIal )pelatmg Expenses 10.000 00 5 102019 ?\me11can Studles Cente1 - Ratllo ?\me11ca 1130 Connechcut enue. . Su1te 425 DC 20036 - Im eshgatne B1 oadcast Ioumallsm Ploglam 25.000 00 5 102019 kmencans fol Tax Reform Foundahon 722 12th Sheet Su1te 400 DC 20005 GeneIal )pelatmg Expenses 10.000 00 5 102019 Juchhudge Inshtute 810 7th Sheet NE DC 20002 Genelal )pelahng Expenses 2.500 00 1112018 Mtspace 201 Dax 1e Sheet Ralelgh NC 27601 - SummeI Camp 5.000 00 1112018 Ju?tsplosu1e 313 Blount Sheet. Su1te 200-B Ralelgh NC 27601 Genelal )pelahng Expenses 25.000 00 5 102019 Cente1 at kshland Unn e1s1t\ 401 College Ju enue OH 44805 - Redlscox enng kmenca Inltlatne 50.000 00 1112018 111e School 360 Xsheulle School Road JLs11e\ 111e NC 28806 Genelal )pelahng Expenses 242.500 00 1112018 ?\she\ 111e School 360 Jasheulle School Road JLshex 111e NC 28806 - estem Cn 25 0.000 00 1112018 111e School 360 Xsheulle School Road JLs11e\ 111e NC 28806 - Endo? ment Fund 20.000 00 5 102019 ?\tlas Net? 01k 120Genelal )pelahng Expenses 5.000 00 1112018 BTG Communm ()uheach. Inc 19 Fast enue Ne? nan Gk 30263 GeneIal )pelahng Expenses 5.000 00 1112018 Boxs Gals Club Nonh Cenhal NC 105 est Sheet )xf01 (1 NC 27565 - ance Countx Hendelson Slte 15.000 00 1112018 Camp Con al 801 est St Ralelgh NC 27603 GeneIal )pelahng Expenses 50.000 00 5 102019 Capltal Reseal ch Cente1 1513 16th Sheet. DC 20036 Genelal )pelahng Expenses 50.000 00 1112018 Calollna Ballet 3401-131 ktlanhc he Ralelgh NC 27604 - Campalgn 15.000 00 5 22019 Cato Inshtute 1000 Massachusetts Jne . DC 2000 1 - Educahonal F1 eedom Index 50.000 00 5 22019 Cato Inshtute 1000 Massachusetts . asthton DC 200 0 1 Genelal )pelahng Expenses 10.000 00 1112018 Cathollc Chanhes 3000 ngh? oods (1. 128 Ralelgh NC 27604 - Support Cucle Ploglam 25.000 00 5 102019 Cente1 fol Educahon Refolm 1901 Sheet DC 20036 - Ru1al Educahon )ppo?umh Imhatne 7.500 00 5 102019 Cente1 fol Equal ()pportunm 7700 Leeshu1g PLke. Su1te 231 Falls Chu1ch 220 43 GeneIal )pelahng Expenses 5.000 00 5 102019 Cente1 fol Ulban Rene? a1 and Educahon 1317 Sheet . Su1te 900 DC 20004 Genelal )pelatmg Expenses 10.000 00 1112018 Cluldl en's Home Socleh 7701 F01ks Road Ralelgh NC 27615 - Intensne Permanenc\ Sen Ices 98.500 00 812018 Cn Itas Inshtute. Inc 805 Spung F01est Road. Su1te 100 Ralelgh NC 27609 Genelal )pelahng Expenses 98.500 00 8 312018 Cn Itas Inshtute. Inc 805 F01est Road. Sutte 100 Ralelgh NC 27609 GeneIal )pelahng Expenses 98.500 00 9 28 2018 CH Itas Inshtute. Inc 805 Spung F01est Road. Su1te 100 Ralelgh NC 27609 Genelal )pelahng Expenses 98.500 00 1112018 Cn Itas Inshtute. Inc 805 F01est Road. Sutte 100 Ralelgh NC 27609 GeneIal )pelahng Expenses 98.500 00 11302018 Cn Itas Inshtute. Inc 805 Spung F01est Road. Su1te 100 Ralelgh NC 27609 Genelal )pelahng Expenses 98.500 00 12312018 Cn ltas Inshtute. Inc 805 Fmest Road. Su1te 100 Ralelgh NC 27609 Genelal )pelahng Expenses 98.500 00 1312019 Cn Itas Inshtute. Inc 805 Spung F01est Road. Su1te 100 Ralelgh NC 27609 Genelal )pelahng Expenses 98.500 00 228 2019 ltas Inshtute. Inc 805 Fmest Road. Su1te 100 Ralelgh NC 27609 Genelal )pelahng Expenses 98.500 00 3 26 2019 CH Itas Inshtute. Inc 805 F01est Road. Sutte 100 Ralelgh NC 27609 GeneIal )pelahng Expenses 98.500 00 ltas Inshtute. Inc 805 Fmest Road. Su1te 100 Ralelgh NC 27609 Genelal )pelahng Expenses 98.500 00 Cu Itas Inshtute. Inc 805 F01est Road. Sutte 100 Ralelgh NC 27609 GeneIal )pelahng Expenses 35.029 00 Classlcal leelals 1n the Calolmas 801 Tlade Sheet Chal lotte NC 28202 - Locke Foundahon l? JOHN WILLIAM POPE FOUNDATION 58-1591765 990-PF PART XV GRANTS PAID ATTACHMENT Flscal Year July 1, 2018 through June 30, 2019 Clemson Un1\e1s1t\ F0undat10n - Inst1tutef01 the StudV of 25.00000 5 10 2019 Clemson Unn e1s1n. 325 S1111ne Hall - Box 341310 Capltahsm Clemson SC 29634 - Pope Lectu1e Se11es 25.000 00 5 102019 College ofChaIleston F0undat1on 66 Ge01ge Sheet Chal leston 29424 - Cente1 fol Pubhc Cholce and Malket Plocess 5.000 00 1112018 C0mmun1t\ A1temat1xesf01 Abodes (C AS A) Post Of?ce Box 12545 Ralelgh 27605 Genelal )pe1at1n2 Expenses 5.000 00 1112018 C0mmun1t\ Muslc School Post Of?ce Box 2545 Ralelgh 27601 Genelal )pe1at1ng Expenses 25.000 00 5 22019 C0mpet1t1\ Enterpl 1se Inst1tute 1310 St . 7th F1001 20005 Genelal )pe1atmg Expenses 11.000 00 1112018 AL Academ\ 3620 Klldaue Falm Road Can 27518 GeneIal )pe1at1ng Expenses 5.000 00 1112018 eta Samal 1tan Inc Post Of?ce Box 963 Ne? nan 30263 Genelal )pe1at1ng Expenses 12.000 00 1112018 Dan1el Cente1 fol Math and Sc1ence 112 Blount Sheet. Su1te 103A Ralelgh 27601 GeneIal )pe1atmg Expenses 5.000 00 1112018 D1ess f01 Success 1812 Place. Su1te 105 Ralelgh 27604 Genelal )pe1at1ng Expenses 125.000 00 5 102019 Duke Un1\e1s1t\ Centel foI H1s101\ 01?P011t1cal Econ0m\ Duke Unn e1s1t\ Box 90097 Du1 ham 27708 - H1st01\ of P011t1ca1 Econ0m\ 35.000 00 5 102019 Duke Un1\e1s1t\ Duke Unn e1s1t\, Box 90097 Du1 ham 27708 - No?h Calollna F01 um 25.000 00 5 102019 Educatlon NC Post Of?ce Box 1636 Ralelgh 27602 - School Chmce 30.000 00 1112018 Embass\ Cultu1al Cente1 F0un(lat10n Post Of?ce Box 1333 Hende1 son 27536 Genelal )pe1at1ng Expenses 100.000 00 5 22019 Fa11 Llnes Ame11ca Foundatlon 2308 Mount emon enue. #716 Alexand11a 223 0 1 Genelal )pe1at1ng Expenses 50.000 00 5 102019 Fede1a11st S0c1et\, 101 La? and Puhllc PO11CV Studles 17761 Stleet. . Su1te 300 20006 Genelal )pe1at1ng Expenses 5.000 00 1112018 Fellou sh1p H0me ofRalelgh 506 Cutle1 Stleet Ralelgh 27603 Genelal )pe1atmg Expenses 10.000 00 9 25 2018 Food Bank ofthe AlberrnaIle 109 T1de\\ ate1 a\ Ellzaheth Cm 27909 - Humcane F101ence NC 40.000 00 9 25 2018 Food Bank ofCentlal and Eastem NC 1924 Capltal (1 Ralelgh 27604 Rest11cted - Hu111cane F101ence NC 10.000 00 1112018 Food Bank ofCentlal and Eastem NC 1924 Capltal (1 Ralelgh 27604 GeneIal )pe1atmg Expenses 10.000 00 5 102019 F0undat1on f01 Economlc Educatlon 1718 Peachtlee Sheet . Su1te 1048 Atlanta 30309 Genelal )pe1atm2 Expenses 35.000 00 5 102019 F0undat1on 101 emment Accountah1lm 15275 C0111e1 B0u1e\ a1d. Su1te 201-279 Naples 34119 GeneIal )pe1atmg Expenses 50.000 00 5 102019 F0undat1on f01 Indn1dua1 1n E(lucat1on 510 alnut Sheet. Su1te 1250 Phlladelphla 19106 Genelal )pe1atmg Expenses 25.000 00 1112018 Full Gospel Tabemacle 5005 1110? Oak Lumbel?ton 283 58 Genelal )pe1atm2 Expenses 5.000 00 1112018 God? 1n P1es1nte11an C11u1ch Post Of?ce Box 116 G0d\\1n 283 44 Genelal )pe1at1ng Expenses 5.000 00 1112018 G111 Scouts of Ame11ca - N01?th Ca1011na Coastal Plnes 6901 P1nec1 est Road Ralelgh 27613 Rest11cted - ance C0unt\ act1\1t1es 50.000 00 1112018 Cluh Resealch Foundatlon 812 C011)01ate D11\e Lexmgton 405 03 - Rhodococcus equ1 Studs 20.000 00 1112018 Ha111tatf01 Humanm 0f? ake Counts 2420 Rale1gh Eh (I Ralelgh 27604 Genelal )pe1atmg Expenses 5.000 00 1112018 Helpmg H01se The1apeut1c RJdIng Ploglam Post Of?ce Box 99609 Ralelgh 27624 GeneIal )pe1atmg Expenses 7.500 00 1112018 Hende1son Famlls YMCA 380 Rum C1eek Rd Hende1son 2753 Genelal )pe1at1ng Expenses 10.000 00 5 22019 He11tage F0undat10n. The 214 Massachusetts A\e NE 20002 GeneIal )pe1at1ng Expenses 10.000 00 1112018 Hope Rems Post Of?ce Box 99152 Ralelgh 27624 Genelal )pe1at1ng Expenses 3.000 00 1112018 H01 se and Budd\ 4728 ()Id US 1 H1gh? a\ Ne? 275 62 GeneIal )pe1at1ng Expenses 10.000 00 5 102019 Independent Inst1tute 100 an as ()akland 9462 1 - The Independent Re\ 1e? 25.000 00 5 102019 Independent omen's Fomm 1875 1 Sn eet Su1te 500 200 06 Genelal )pe1at1n2 Expenses 5.000 00 1112018 Inte1 Act of ake Count\ 1012 ()he111n Road Ralelgh 27605 - Pelsonal Economlc Empo? el?ment 10.000 00 5 102019 Inte1c011eg1ate Stud1es Inst1tute 3901 Centen1lle Road 11m1ngt0n 19807 Rest11cted - Colleglate Net? 01k 50.000 00 5 102019 f01 Flee Speech 124 est St1eet. Su1[e 201 Alexand1 1a 223 14 GeneIal )pe1atmg Expenses 150.000 00 5 102019 Inst1tute f01 Humane Studles 3434 B0u1e\ a1d . MS 1C5 2220 1 Genelal )pe1at1ng Expenses 60.000 00 5 102019 f01 Humane Stud1es 3434 aslungton B0u1e\ a1d . MS 1C5 2220 1 - Pope NC Fund 125.000 00 5 102019 Inst1tute f0] Humane Studles 3434 B0u1e\ a1d . MS 1C5 2220 1 - Academlc LeadeIslup 40.000 00 5 102019 f01 Humane Stud1es 3434 Boulex a1d . MS 1C5 2220 1 - Southeast Summe1 Sem1na1 50.000 00 5 102019 Inst1tute f0] Iustlce 901 North Glehe Road. Su1te 900 22203 Genelal )pe1at1ng Expenses 25.000 00 6 14 2019 Inst1tute of P011t1ca1 2 Ne? Bem Squale G1 eenshol 0 27408 Genelal )pe1atm2 Expenses 5.000 00 1112018 Interfalth P11s0n 1'01 omen 112 South Sal1shun eet Ralelgh 27601 - Stlateglc Plannmg 1? JOHN WILLIAM POPE FOUNDATION 58-1591765 990-PF PART XV GRANTS PAID ATTACHMENT Fiscal Year July 1, 2018 through June 30, 2019 1112018 Intel'falth P1 lson f0l 11 omen 112 South Sallsbun eet Ralelgh NC 27601 Genelal Expenses 812018 lames Mal?tm Centel 10l 1cademlc Renenal F0lks Road. Su1te 200 Ralelgh NC 27609 Genelal )pelatlng Expenses 8 312018 lames Maltm Centel f0l Jlcademlc Renenal F0lks Road. Su1te 200 In rn Ralelgh NC 27609 Genelal )pelatlng Expenses 9 28 2018 lames Martm Centel f01 Jtcademlc Reneual '1 In rr, F01ks Road. Su1te 200 Ralelgh NC 27609 Genelal )pelatmg Expenses 1112018 lames Maltm Centel f0l Jlcademlc Renenal In rn F0lks Road. Su1te 200 Ralelgh NC 27609 Genelal )pelatlng Expenses 11302018 lames Martm Centel f01 Jtcademlc Reneual '1 In rr, F01ks Road. Su1te 200 Ralelgh NC 27609 Genelal )pelatmg Expenses 12312018 lames Mal?tm Centel 10l 1cademlc Renenal In H, Ralelgh NC 27609 Genelal )pelatlng Expenses 1312019 lames Martm Centel f01 Jtcademlc Reneual '1 In rr, F01ks Road. Su1te 200 Ralelgh NC 27609 Genelal )pelatmg Expenses 228 2019 lames Mal?tm Centel 10l 1cademlc Renenal In H, F0lks Road. Su1te 200 Ralelgh NC 27609 Genelal )pelatlng Expenses 3 26 2019 lames Martm Centel f01 Jtcademlc Reneual '1 In rr, F01ks Road. Su1te 200 Ralelgh NC 27609 Genelal )pelatmg Expenses 5 12019 lames Mal?tm Centel 10l 1cademlc Renenal In H, Ralelgh NC 27609 Genelal )pelatlng Expenses 5312019 lames Maltm Centel f0l Jlcademlc Renenal F0lks Road. Su1te 200 F0lks Road. Su1te 200 5 F0lks Road. Su1te 200 rn Ralelgh NC 27609 Genelal )pelatlng Expenses 25.000 00 5 102019 lesse Helms Centel Foundatlon Post Of?ce Box 247 \1 mgate NC 28174 Genelal )pelatlng Expenses 25.000 00 5 102019 lesse Helms Centel Founllatlon Post Of?ce Box 247 1.1 Ingate NC 28174 - F01elgn P011CV Lectule Forum Sel les 5.000 00 1112018 lobs f01 Llfe 103 Sheet. #201 Ralelgh NC 27607 - Tllangle Classes 1.000 00 12 6 2018 lobs f0l Llfe 103 Stleet. #201 Ralelgh NC 27607 - Hum}; 11 ell. Domg Good - Ralelgh 22 8. 75 0 00 812018 lolm Locke Founllatlon 200 11 est 1x101 gan Stleet. Su1te 200 Ralelgh NC 27601 Genelal )pelatlng Expenses 22 8. 750 00 8 312018 101m Locke Foundatlon 200 11 est 11101 gan Stleet. Su11e 200 Ralelgh NC 27601 Genelal )pelatlng Expenses 2018 lolm Locke Founllatlon 200 11 est 1x101 gan Stleet. Su1te 200 Ralelgh NC 27601 Genelal )pelatlng Expenses 22 8. 750 00 1112018 101m Locke Foundatlon 200 11 est 11101 gan Stleet. Su11e 200 Ralelgh NC 27601 Genelal )pelatlng Expenses 22 8. 750 00 11302018 101111 Locke Founllatlon 200 1.1 est 1?\101gan Stleet. Su1te 200 Ralelgh NC 27601 Genelal Expenses 22 8. 750 00 12312018 101m Locke Foundatlon 200 11 est 11101 gan Stleet. Su11e 200 Ralelgh NC 27601 Genelal )pelatlng Expenses 22 8. 750 00 1312019 101111 Locke Founllatlon 200 1.1 est 1?\101 gan Stleet. Su1te 200 Ralelgh NC 27601 Genelal )pelatlng Expenses 22 8. 750 00 228 2019 101m Locke Foundatlon 200 11 est 11101 gan Stleet. Su11e 200 Ralelgh NC 27601 Genelal )pelatlng Expenses 22 8. 750 00 3 26 2019 101111 Locke Founllatlon 200 1.1 est 1?\101 gan Stleet. Su1te 200 Ralelgh NC 27601 Genelal )pelatlng Expenses 22 8. 75 0 00 5 12019 lolm Locke Founllatlon 200 11 est 1x101 gan Stleet. Su1te 200 Ralelgh NC 27601 Genelal )pelatlng Expenses 22 8. 750 00 5312019 101111 Locke Founllatlon 200 1.1 est 1?\101 gan Stleet. Su1te 200 Ralelgh NC 27601 Genelal )pelatlng Expenses 65.000 00 6 27 2019 lolm Locke Founllatlon 200 11 est 1x101 gan Stleet. Su1te 200 Ralelgh NC 27601 - Moms Fellous Ploglam 10.000 00 1112018 lunlol 1chle\ ement 4904 \1 atels Edge D1 1\ e. Su11e 155 Ralelgh NC 27606 - 11 ake Counh 10.000 00 1112018 Post Of?ce Box 200 Du1 ham NC 27702 - 11 ake Counh 5.000 00 5 102019 leeltas 785 200 S. Su1te 2 Lehl UT 84043 - Tuttle ms Pl0_ ect 10.000 00 1112018 Llfe Lme()ut1each. Inc Post Of?ce Box 1632 Henllel son NC 2753 Genelal )pelatlng Expenses 25.000 00 5 102019 Llncoln Net? 01k 3105 Stleet Ralelgh NC 27603 Genelal )pelatlng Expenses 9.750 00 1112018 L0a\ es and Flshes 1601 Maltm Luthel ng 11 . Ralelgh NC 27610 Genelal )pelatlng Expenses 65.500 00 5 102019 Luc\ Bums 8383 Gleen? a\ Eh (I . Su1te 600 53562 - Ballotpedla 50.000 00 5 102019 Manhattan f0l Pollm Resealch. Inc 52 1 in enue. Thud F1001 Ne? 101 10017 - Julam Socleh 13 5.000 00 5 22019 Melcatus Centel 3434 11 Bhd. 4th F1001 Julmgton 2220 1 Genelal )pelatlng Expenses 2.500 00 262019 Methodlst Home 101 en 1041 eet Ralelgh 27605 - Balbala Cu1t1s Centel 5.000 00 6 5 2019 Methodlst Home 101 en 1041 11 eet Ralelgh 27605 - Balhala Cu1t1s Centel 5.000 00 8 28 2018 Methodlst Home 101 en 1041 eet Ralelgh 27605 Genelal )pelatlng Expenses 50.000 00 5 102019 Natlonal Rene? 215 enue Ne? 101 10016 Genelal Expenses 35.000 00 5 102019 Natlonal Unlon Foundatlon 25 Massachusetts 1\ e. Su1te 140 \1 2000 1 Genelal )pelatlng Expenses 30.000 00 5 102019 Ne? leeltles Mllance 1225 19th Stleet N11 . Su1te 450 11 20036 Genelal )pelatlng Expenses 15.000 00 882018 NC Buslness Leallels F01 Educatlon (BEST NC) 100 1S Campus D1 1\ e. Bu11dln2 Can Genelal )pelatlng Expenses 15.000 00 11272018 NC Buslness Leallels f01 Educatlon (BEST NC) 100 J1S Campus e. Can Genelal )pelatlng Expenses HllEllT 1? JOHN WILLIAM POPE FOUNDATION 58-1591765 990-PF PART XV GRANTS PAID Fiscal Year July 1, 2018 through June 30, 2019 5.000 00 1112018 NC-G A Youth Leglslatn Assembl? Adm1n1st1 atlon (YL A) 1319 Mall Sen 1ce CenteI Ralelgh NC 27699 GeneIal )pelatlng Expenses 10.000 00 5 102019 Net? 01k \t omen (Nth 1513 16th StIeet DC 20036 Genelal )pe1at1ng Expenses 5.000 00 1112018 Neuse Cl111st1an Academ\ 7600 Falls of Neuse Road Ralelgh NC 27615 GeneIal )pe1at1ng Expenses 10.000 00 9 25 2018 N01 th Calolma Men - on Box 1107 Can NC 27512 Rest11cted - Hu111cane Flmence 35.000 00 5 102019 N01 th Calolma Centel on Actual Innocence Shannon Plaza Bhd. Box 52446 Du1 ham NC 27717 GeneIal )pe1at1ng Expenses 15.000 00 5 102019 N01 th Calolma Famlh Pohc\ Councll Post Of?ce Box 20607 Ralelgh NC 27619 Rest11cted - ote1 Gu1de Plolect 55.000 00 9 26 2018 N01 th Calolma Famlh Pollc\ Councd Post Of?ce Box 20607 Ralelgh NC 27619 Genelal )pe1at1ng Expenses 55.000 00 5 102019 N01 th Calolma Famlh Pohc\ Councll Post Of?ce Box 20607 Ralelgh NC 27619 Genelal )pelatmg Expenses 5.000 00 1112018 N01 th Calolma Maste1 C1101ale 2 South St1eet. Su1te 25 Ralelgh NC 27601 Genelal )pe1at1ng Expenses 5.000 00 1112018 N01 th Calolma Museum of A11 Foundatlon 2110 Blue R1dge Road Ralelgh NC 27607 Rest11cted - Educatlon P10g1ams 20.000 00 1112018 N01 th Calolma ()pela Compam 612 ade A1 enue. Su1te 100 Ralelgh NC 27605 Genelal )pe1at1ng Expenses 83.250 00 5 102019 N01 th Calolma State Unn e1s1t\ Foundatlon NCSU Campus Box 8101 Ralelgh NC 27695 Rest11cted - Econ. Legal. Foundatlon 20.000 00 1112018 N01 th Calolma S1mphom 3700 Glen? ood Axe . Su1te 130 Ralelgh NC 27612 Genelal )pe1at1ng Expenses 45.000 00 1112018 N01 th Calolma Theatle ()ne East South St1eet Ralelgh NC 27601 GeneIal )pe1at1ng Expenses 25.000 00 8 20 2018 N01 th Calolmlans f01 Refmm Post Of?ce Box 293 Ralelgh NC 27602 Genelal )pelatmg Expenses 50.000 00 5 102019 N01 th Calolmlans f01 Refmm Post Of?ce Box 293 Ralelgh NC 27602 GeneIal )pe1at1ng Expenses 10.000 00 1112018 ()cconeechee Councll Bm Scouts of Ame11ca 3231 Atlantlc Ralelgh NC 27604 Genelal )pelatmg Expenses 40.000 00 5 102019 ()cconeechee Councll B01 Scouts of AmeI 1ca 3231 Atlantlc Ralelgh NC 27604 - Eagle Scout 5.000 00 5 102019 Pacl?c Legal Foundatlon 930 Stleet Saclamento CA 95814 Genelal )pelatmg Expenses 15.000 00 5 22019 Pacl?c Resealch f01 Publlc Pollc\ 101 Montgomen Stleet. Su1te 1300 San F1anc1sco CA 94104 - Healthcale )utI each St1ateg\ 25.000 00 5 102019 Palents f01 Educatlonal F1eedom 1n N01 th Calolma 434 Fas ette\ St1eet. Su1te 1620 Ralelgh NC 27601 GeneIal )pe1 atlng Expenses 10.000 00 5 102019 PennsV l\ an1aInst11ute of Teclmolog\ 800 Manchestel A1 enue Medla PA 19063 Genelal )pe1at1ng Expenses 5.000 00 1112018 Pelformance Edge 1408 D1x1e Tlall Ralelgh NC 27607 GeneIal )pe1at1ng Expenses 15.000 00 1112018 Pe1 Memonal lelan. Inc 205 Bleckemldge St Hende1 son NC 2753 Genelal )pe1at1ng Expenses 50.000 00 5 102019 Phllantlnops Roundtable 1120 20th StIeet . Su1te 550 South DC 20036 GeneIal )pe1at1ng Expenses 15.000 00 5 102019 P1 agel Unn e1 s1t\ 15021 entu1a Eh (I. #552 Shelman )aks CA 91403 Genelal )pelatlng Expenses 25.000 00 1112018 P1e\ ent Abuse NC 3716 Natlonal D1 ne Ralelgh NC 27612 GeneIal )pe1at1ng Expenses 25.000 00 5 102019 P1e\ ent Abuse NC 3716 Natlonal D1 1\e Ralelgh NC 27612 Genelal )pelatlng Expenses 10.000 00 5 102019 Plopem and Em uonment Resealch Centel (PERC) 2048 Anal\s1s D1 . Su1te A Bozeman 59718 Genelal )pe1at1ng Expenses 75.000 00 5 102019 Pubhc Intel est Legal Foundatlon 209 est Mam St1eet Plam?eld IN 46168 Genelal )pelatmg Expenses 2.000 00 1112018 Ralelgh CameIata 11020 TIappeIs C1 eek D111 Ralelgh NC 27614 Genelal )pe1at1ng Expenses 25.000 00 1112018 Ralelgh Cha11e1 H1gh School 1307 Glen? ood enue Ralelgh NC 27605 GeneIal )pe1at1ng Expenses 20.000 00 1112018 Ralelgh Fme A1ts Soclen Post Of?ce Box 10614 Ralelgh NC 27605 Genelal )pe1at1ng Expenses 7.500 00 1112018 Ralelgh thtle Theatle 301 Pogue Stleet Ralelgh NC 27607 - Fam11\ Se11es Ploductlons 10.000 00 1112018 Ralelgh Rescue Inc Post Of?ce Box 27391 Ralelgh NC 27611 Genelal )pelatlng Expenses 125.000 00 1112018 Ra\ ensc1 o? School 7409 Falls of Neuse Road Ralelgh NC 27615 Rest11cted - AP and Gm emment 25.000 00 1112018 Rax ensc1 o? School 7409 Falls of Neuse Road Ralelgh NC 27615 Genelal )pelatlng Expenses 10.000 00 1112018 Realm Mm1st11es 916 Lamond A1 enue Du1 ham NC 27701 Genelal )pe1at1ng Expenses 5.000 00 1112018 864 est Mmgan Stleet Ralelgh NC 27603 Genelal )pelatlng Expenses 10.000 00 1112018 Safe Famlhes f01 Cluldlen 4300 \t est In mg Palk Road Clncago IL 6064 - Ralelgh Chaptel - ake Count\ Actn 111es 7.000 00 1112018 AFE Hm en fol Cats 8431-137 Ganes D11\e Ralelgh NC 27616 GeneIal )pelatlng Expenses 25.000 00 9 25 2018 Sah atlon A1 m1 of ake Count\ 1863 Capltal Boulex a1d Ralelgh NC 27604 - Humcane F101ence NC 5.000 00 1112018 Sal\ atlon A1 rm of ake Count\ 1863 Capltal Boule\ a1d Ralelgh NC 27603 GeneIal )pe1at1ng Expenses 25.000 00 1112018 SECU Famlh House at UNC Hospltals 123 ()1d Mason Falm Rd Chapel H111 NC 27517 Genelal )pelatlng Expenses 100.000 00 1112018 SECU Famlh House at UNC Hospltals 123 ()1d Mason Farm Rd Chapel H111 NC 27517 Rest11cted - Capltal Campalgn l? JOHN WILLIAM POPE FOUNDATION 58-1591765 990-PF PART XV GRANTS PAID Fiscal Year July 1, 2018 through June 30, 2019 5.000 00 12 4 2018 Shepheld's Table Soup 121 StIeet Ralelgh NC 27603 Genelal )pe1at1ng Expenses 60.000 00 5 10 2019 State Pohc\ Net? 01k 1655 N01 th Fort M1 e1 D111 e. Ste 360 22209 Genelal )pe1at1ng Expenses 25.00000 11 1 2018 StepUp 1701 Rd Ralelgh NC 27608 - StepUp Ralelgh 15.000 00 6 20 2019 Student Flee Pless ?\ss0c1at10n 4771 Mechamc Road 49242 Gene1al )pelatlng Expenses 10.000 00 11 1 2018 Talent MaIket 2868 TIade\\1nd D111 Mt Pleasant SC 29466 Genelal )pe1at1ng Expenses 133.333 00 11 1 2018 The Educat10nal F0undat10n. Inc Post Of?ce Box 2446 Chapel H111 NC 27515 Rest11cted - TIack F1eld (F01 ?\ll Kmd) 10.000 00 5 10 2019 The Flasel 301-815 Sheet Calgan Jtlherta C31 T2P 1N3 - Econ loumal atch 10.000 00 5 10 2019 The Fund 101 mm 1can Studles 1706 Ne? he DC 20009 Rest11cted - Foundatlon f01 Teachmg Economlcs 25.000 00 5 10 2019 The Fund 101 mellcan Studles 1706 Ne? Hampshue he DC 200 09 - Pope 25.000 00 5 10 2019 The Fund 101 mm 1can Studles 1706 Ne? he DC 200 09 Gene1al )pe1at1ng Expenses 25.00000 11 1 2018 The Gem Chan P10_ ect 1853 Capltal Boule\ a1d Ralelgh NC 27604 Genelal )pe1at1ng Expenses 666.667 00 11 1 2018 The Medlcal Foundatlon 0fN011h Ca1011na Post Of?ce Box 309 Chapel H111 NC 27514 - UNC Lmebelgel - T0m01?101s's Best Hope (F01 Kmd) 83.333 00 ll 1 2018 The Medlcal Foundatlon ofNorth Calolma Post Of?ce Box 309 Chapel H111 NC 27514 - UNC Honzons Effect? eness Stud\ (F01 Kmd) 20.000 00 5 10 2019 The Tax Foundatlon 1325 St1eet . Su1te 950 DC 20005 Genelal )pe1at1ng Expenses 10.000 00 11 1 2018 T11010ughbled Cha11t1es 0f ?\me11ca 3101 Beaumont Cent1e C11cle. Su1te 110 Lexmgton KY 40513 Gene1al )pelatmg Expenses 25.00000 11 1 2018 T1 ans1t10ns LlfeCaIe 250 Hosplce C11 cle Ralelgh NC 27607 - TIans1t10ns 25.00000 11 1 2018 )8 - T11angle Resldentlal ()pt10ns f01 Substance Jthusels 1820 Iames St1eet Du1 ham NC 27707 Gene1al )pe1at1ng Expenses 5.000 00 11 1 2018 T11angle Specml Hocke\ kssocmtlon 434 chastle F1 1\e Can NC 27513 Genelal )pe1at1ng Expenses 500.000 00 11 1 2018 Un1\e1s1t\ ofNonh Calolma at Chapel H111-41h and Selences 101 Cald? ell Hall Chapel H111 NC 27599 - 411s and Selences - Phllosopln. Economlcs (F01 kl] Kmd) 100.000 00 2 18 2019 Unn e1s1t1 ofMount e. Inc 634 Hendelson St1 eet Mt ()lne NC 28365 - 1m Pope Memonal Glant 10.000 00 11 1 2018 UIban of ake Counh Post Of?ce Box 26476 Ralelgh NC 27611 Genelal )pe1at1ng Expenses 25.00000 11 1 2018 uglnla Eplscopal School 400 ES Rd L1 nchbu1 24503 Genelal )pe1at1ng Expenses 100.000 00 11 1 2018 11 2mm Eplscopal School 400 ES Rd L1 nchbu1g 24503 Rest11cted - 1s10n 2016 Campalgn 25.000 00 8 28 2018 ake F01est Un1\e1s1t\ Foundatlon Post Of?ce Box 7227 mston-Salem NC 27109 - Eudalmoma Inst1tute 25.000 00 5 10 2019 ake F01est Un1\ e1s1t\ Foundatlon Post Of?ce Box 7227 mston-Salem NC 27109 Rest11cted - Euda1m0n1a1nst1tute 25.00000 11 1 2018 ?hue Memot lal P1esb\1enan Chu1ch 1704 Rd Ralelgh NC 27608 Genelal )pe1at1ng Expenses 5.000 00 11 1 2018 YMC 0fthe T11angle 1601 Stteet Ralelgh NC 27605 Gene1al )pe1at1ng Expenses 10.000 00 12 4 2018 Young Junel 1ca's Foundatlon Kuln Fleedom Centel. 110 Elden Stleet He1 ndon 20 1 70 - 2019 Nonh Calolma Fleedom Conf 20.000 00 5 10 2019 Young ?\me11ca's F0undat10n Fleedom Centel. 110 Elden Stleet He1 ndon 20 1 70 Gene1al )pe1at1ng Expenses 5.000 00 5 10 2019 Young 01ces 1342 Flouda 411 enue DC 200 09 Genelal )pe1at1ng Expenses 10,442,678.63 TOTAL HllEllT