2024-10-07T08:34:29-05:00 2023-12-31 561965804 THOMAS JUDY & TUCKER PA 4700 FALLS OF NEUSE ROAD STE 400 RALEIGH NC 27609 990PF 2023-01-01 061831323 CHAUCER CHARITABLE FOUNDATION CHAU 9197817107 3111 GLENWOOD AVE RALEIGH NC 27612 OWEN D WILLIAMS PRESIDENT 9197817107 2024-10-07 1 0 WILLIAM E RITTER II CPA P02055239 9195717055 2024-09-25 2023 2024-10-15 13:58:12Z X 1145999 X X 19846 19846 19846 21624 171344 21624 41470 41470 19846 0 0 0 0 1036 429 0 0 9733 9416 0 317 10769 9845 0 317 132795 132795 143564 9845 0 133112 -102094 31625 19846 25199 35582 35582 473026 361156 1109440 1584 977 977 499809 397715 1145999 0 0 X 0 0 0 0 499809 397715 499809 397715 499809 397715 499809 -102094 0 397715 0 397715 AS REPORTED BY MARSLENDER-WEST 2023-01-01 2023-12-31 71602 70928 674 674 AS REPORTED BY MARSLENDER-WEST 2022-01-01 2023-12-31 99742 78792 20950 20950 21624 674 440 0 440 0 440 977 0 0 0 977 0 537 537 0 0 0 0 0 0 0 0 0 0 0 0 1 NC 1 0 0 0 0 1 N/A OWEN D WILLIAMS 9197817107 3111 GLENWOOD AVE RALEIGH NC 27612 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 OWEN D WILLIAMS 2508 WHITE OAK ROAD RALEIGH NC 27609 PRESIDENT 0.00 0 0 0 MARGARET C WILLIAMS 3508 CHAUCER PLACE RALEIGH NC 27609 VICE PRESIDENT 0.00 0 0 0 J CROSS WILLIAMS JR 3404 WILLIAMSBOROUGH DRIVE RALEIGH NC 27609 DIRECTOR 0.00 0 0 0 MARGARET W WILLIAMS 235 CHEROKEE ROAD CHARLOTTE NC 28207 DIRECTOR 0.00 0 0 0 JOEL T C WILLIAMS 1211 COWPER DR RALEIGH NC 27608 TREASURER 0.00 0 0 0 NONE 0 NONE 0 0 1092019 60348 0 1152367 0 0 1152367 17286 1135081 56754 56754 440 440 56314 0 56314 0 56314 133112 0 133112 56314 0 0 77078 85658 38517 24231 27837 253321 133112 0 0 0 56314 76798 0 0 330119 0 0 0 0 0 0 77078 253041 85658 38517 24231 27837 76798 X ALLIANCE MEDICAL MINISTRIES 101 DONALD ROSS DR RALEIGH NC 27610 NONE PC GENERAL SUPPORT 500 BAND TOGETHER 821 WAKE FOREST DRIVE RALEIGH NC 27604 NONE PC GENERAL SUPPORT 5000 BROUGHTON HIGH SCHOOL CAPS CLUB 3100 DARIEN DR RALEIGH NC 27607 NONE PC GENERAL SUPPORT 1000 CARTERET HEALTH CARE FOUNDATION 3500 ARENDELL STREET MOREHEAD CITY NC 28557 NONE PC GENERAL SUPPORT 1000 CASA 624 JONES ST RALEIGH NC 27603 NONE PC GENERAL SUPPORT 5000 CHARLOTTE NEUROSCIENCE FOUNDATION 300 BILLINGSLEY RD CHARLOTTE NC 28211 NONE PC GENERAL SUPPORT 1000 CHRIST EPISCOPAL CHURCH OF CHARLOTTE 1214 PROVIDENCE ROAD CHARLOTTE NC 28207 NONE PC GENERAL SUPPORT 2500 CHRIST EPISCOPAL CHURCH OF RALEIGH 120 EAST EDENTON STREET RALEIGH NC 27601 NONE PC GENERAL SUPPORT 6000 CIVIL WAR PRESERVATION TRUST 1156 15TH ST NW SUITE 900 WASHINGTON DC 20005 NONE PC GENERAL SUPPORT 100 COMMUNITY MUSIC SCHOOL 322 CHAPANOKE RD RALEIGH NC 27603 NONE PC GENERAL SUPPORT 1000 CRYSTAL COAST HOSPICE HOUSE PO BOX 640 NEWPORT NC 28570 NONE PC GENERAL SUPPORT 1000 DORTHEA DIX PARK CONSERVANCY PO BOX 28575 RALEIGH NC 27611 NONE PC GENERAL SUPPORT 5000 DUKE RALEIGH PG FOX SOCIETY 3400 WAKE FOREST RD RALEIGH NC 27609 NONE PC GENERAL SUPPORT 1000 FIRST TEE PO BOX 3055 PONTE VEDRA BEACH FL 32004 NONE PC GENERAL SUPPORT 3000 FOOD BANK OF CENTRAL AND EASTERN NC 1924 CAPITAL BLVD RALEIGH NC 27604 NONE PC GENERAL SUPPORT 2500 FOUNDATION FIGHTING BLINDNESS PO BOX 45740 BALTIMORE MD 21297 NONE PC GENERAL SUPPORT 1000 FOUNDATION OF HOPE 9401 GLENWOOD AVE RALEIGH NC 27617 NONE PC GENERAL SUPPORT 11200 FRANKIE LEMMON FOUNDATION 3101 POPLARWOOD CR 100 RALEIGH NC 27604 NONE PC GENERAL SUPPORT 500 HABITAT FOR HUMANITY 2420 N RALEIGH BLVD RALEIGH NC 27604 NONE PC GENERAL SUPPORT 1000 HAVEN HOUSE 1008 BULLARD CT RALEIGH NC 27615 NONE PC GENERAL SUPPORT 1000 HAYWOOD HALL HOUSE 211 NEW BERN PLACE RALEIGH NC 27601 NONE PC GENERAL SUPPORT 1000 HEALING TRANSITIONS 1251 GOODE ST RALEIGH NC 27603 NONE PC GENERAL SUPPORT 500 HEART'S CRY CHILDREN'S MINISTRY 3505 LUBBOCK DR RALEIGH NC 27612 NONE PC GENERAL SUPPORT 1000 HELPING HORSE PO BOX 99609 RALEIGH NC 27624 NONE PC GENERAL SUPPORT 1000 JOEL LANE MUSEUM HOUSE 728 WEST HARGETT ST RALEIGH NC 27605 NONE PC GENERAL SUPPORT 1000 LINEBERGER CANCER CENTER 101 MANNING DR CHAPEL HILL NC 27514 NONE PC GENERAL SUPPORT 5000 MARITIME MUSEUM 315 FRONT STREET BEAUFORT NC 27516 NONE PC GENERAL SUPPORT 500 ME FINE FOUNDATION INC 5100 US HWY 70 EAST PRINCETON NC 27569 NONE PC GENERAL SUPPORT 1000 MIRACLE LEAGUE PO BOX 4193 CARY NC 27519 NONE PC GENERAL SUPPORT 500 NC COMMUNITY FOUNDATION 3737 GLENWOOD AVE 460 RALEIGH NC 27612 NONE PC GENERAL SUPPORT 500 NC MUSEUM OF HISTORY 5 EAST EDENTON ST RALEIGH NC 27601 NONE PC GENERAL SUPPORT 1000 NC STATE CAPITOL FOUNDATION 4624 MAIL SERVICE CENTER RALEIGH NC 27699 NONE PC GENERAL SUPPORT 100 NEIGHBOR TO NEIGHBOR 1200 S BLOUNT ST RALEIGH NC 27601 NONE PC GENERAL SUPPORT 1500 OAKWOOD CEMETERY 701 OAKWOOD AVE RALEIGH NC 27601 NONE PC GENERAL SUPPORT 2500 OBERLIN BAPTIST CHURCH 806 OBERLIN RD RALEIGH NC 27605 NONE PC GENERAL SUPPORT 1000 PRESERVATION NORTH CAROLINA 814 OBERLIN RD RALEIGH NC 27605 NONE PC GENERAL SUPPORT 1545 RALEIGH RESCUE MISION 314 E HARGETT ST RALEIGH NC 27601 NONE PC GENERAL SUPPORT 2000 REX HEALTHCARE FOUNDATION 2500 BLUE RIDGE ROAD SUITE 325 RALEIGH NC 27607 NONE PC GENERAL SUPPORT 2000 SALVATION ARMY 1863 CAPITAL BLVD RALEIGH NC 27604 NONE PC GENERAL SUPPORT 1000 SHEPARDS TABLE SOUP KITCHEN 121 HILLSBOROUGH ST 1762 RALEIGH NC 27603 NONE PC GENERAL SUPPORT 1000 SHEPHERD YOUTH RANCH 3017 BRASSFIELD RD CREEDMOOR NC 27522 NONE PC GENERAL SUPPORT 2000 ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 NONE PC GENERAL SUPPORT 1000 ST MARY'S SCHOOL 900 HILLSBOROUGH STREET RALEIGH NC 27603 NONE PC GENERAL SUPPORT 2500 ST PAUL'S CHURCH OF BEAUFORT 215 ANN STREET BEAUFORT NC 28516 NONE PC GENERAL SUPPORT 2000 STEPUP MINISTRY 1701 OBERLIN RD RALEIGH NC 27608 NONE PC GENERAL SUPPORT 500 TAMMY LYNN CENTER 739 CHAPPELL DR RALEIGH NC 27606 NONE PC GENERAL SUPPORT 1000 THE ASSOCIATION FOR FRONTOTEMPORAL DEGENERATION 2700 HORIZON DR SUITE 120 KING OF PRUSSIA PA 19406 NONE PC GENERAL SUPPORT 2500 TRANSITIONS - ANNUAL FUND 250 HOSPICE CIRCLE RALEIGH NC 27607 NONE PC GENERAL SUPPORT 2500 TRYON PALACE PO BOX 1007 NEW BERN NC 28563 NONE PC GENERAL SUPPORT 100 VIRGINIA EPISCOPAL SCHOOL 400 VES ROAD LYNCHBURG VA 24505 NONE PC GENERAL SUPPORT 25000 WAKE SMILES 1863 CAPITAL BLVD RALEIGH NC 27604 NONE PC GENERAL SUPPORT 250 WAKEMED - SOCIETY OF 1961 3000 NEW BERN AVE RALEIGH NC 27610 NONE PC GENERAL SUPPORT 1000 YMCA 801 CORPORATE CENTER DR SUITE 200 RALEIGH NC 27607 NONE PC GENERAL SUPPORT 2500 UNITED WAY OF THE GREATER TRIANGLE PO BOX 110583 DURHAM NC 27709 NONE PC GENERAL SUPPORT 2500 DORCAS MINISTRIES 187 HIGH HOUSE RD CARY NC 27511 NONE PC GENERAL SUPPORT 2500 DIAPER TRAIN 616 TUCKER STREET RALEIGH NC 27603 NONE PC GENERAL SUPPORT 500 TRIANGLE LIGHT THE NIGHT 2820 SELWYN AVENUE STE 845 CHARLOTTE NC 28209 NONE PC GENERAL SUPPORT 2500 SAFECHILD 864 W MORGAN ST RALEIGH NC 27603 NONE PC GENERAL SUPPORT 3500 BETA CHAPTER OF PTD INC 210 N COLUMBIA ST CHAPEL HILL NC 27514 NONE PC GENERAL SUPPORT 2500 132795 0 18 19846 18 21624 0 41470 0 41470 0 0 0 0 0 0 0 0 0 0 SECURITIES - MARSLENDER-WEST #5528 AT COST 361156 1109440 FEDERAL ESTIMATES PAID 1584 977 977 INVESTMENT ADVISORY FEES 9416 9416 0 0 OFFICE SUPPLIES 317 0 0 317 FOREIGN TAX PAID 429 429 0 0 FEDERAL TAXES PAID 607 0 0 0