2022-09-15T13:45:52-04:00 2021-12-31 852685067 LIFETIME TAX MANAGEMENT LLC 801 CORPORATE CENTER DRIVE SUITE 11 RALEIGH NC 27607 990PF 2021-03-12 862480905 ESPERE FOUNDATION ESPE 9192711118 1719 PHILLIPS DRIVE SANFORD NC 273308995 DR MARION BUTLER PATE III PRESIDENT & DIRECTOR 9192711118 2022-09-15 true DR MARION PATE III XXX-XX-XXXX COURTNEY C CAMPBELL CPA P00441778 9194651265 2022-09-15 2021 2023-04-26 12:10:37Z X X 263245 X 230876 4 4 2678 2678 55634 226383 289192 2682 1879 125 2004 0 0 14537 14537 16541 0 14537 272651 2682 5779 5779 257466 257466 263245 263245 0 X 263245 263245 0 263245 272651 272651 9406 263245 37 37 37 37 false false false false false false false true true true false false false false true N/A DR MARION BUTLER PATE III 9192711118 1719 PHILLIPS DR SANFORD NC 27330 false false false false false false false false false false false false false false false false false false false false DR MARION BUTLER PATE III 1719 PHILLIPS DR SANFORD NC 27330 PRESIDENT & 000.00 0 0 0 LINDA RUTH PATE 1719 PHILLIPS DRIVE SANFORD NC 27330 SECRETARY-TR 000.00 0 0 0 THERESA LEIGH JORDAN 8266 WILLIAM WALLACE DR SUMMERFIELD NC 27358 VICE PRESIDE 000.00 0 0 0 MAJOR MATTHEW T PATE 3440 SAN JOSE PL DULLES VA 20189 DIRECTOR 000.00 0 0 0 TYLER RYAN JORDAN 8266 WILLIAM WALLACE DR SUMMERFIELD NC 27358 DIRECTOR 000.00 0 0 0 NONE NONE N/A 0 0 0 0 0 0 0 0 37 37 0 14537 14537 0 14537 14537 14537 0 14537 14537 X TRINITY SCHOOL FOR MINISTRY 311 ELEVENTH ST AMBRIDGE PA 15003 CHARITY 2002 ATRIUM HEALTH WAKE FOREST BAPTIST MEDICAL CENTER MEDICAL CENTER BOULEVARD WINSTONSALEM NC 27157 CHARITY 1035 GLOBAL SERVICE NETWORK PO BOX 1809 APEX NC 27502 CHARITY 350 GLOBAL SERVICE NETWORK PO BOX 1809 APEX NC 27502 CHARITY 350 GLOBAL SERVICE NETWORK PO BOX 1809 APEX NC 27502 CHARITY 350 GLOBAL SERVICE NETWORK PO BOX 1809 APEX NC 27502 CHARITY 350 MISSIONS ABLAZE - JONESBORO HEIGHTS BAPTIST CHURCH 316 MAIN ST SANFORD NC 27332 CHARITY 2000 HOLLY'S NEST PO BOX 4086 SANFORD NC 27331 CHARITY 1000 ST FRANCIS ANGLICAN PARISH 1089 WILKINS DRIVE SANFORD NC 27330 CHARITY 2500 CAROLINA ANIMAL RESCUE AND ADOPTION 42 DEEP RIVER RD SANFORD NC 27330 CHARITY 1000 NORTH CAROLINA STATE UNIVERSITY CAMPUS BOX 7474 RALEIGH NC 27695 CHARITY 1000 NC ZOO 4401 ZOO PARKWAY ASHEBORO NC 27205 CHARITY 1000 GOSPEL LIGHTHOUSE 407 W MCINTOSH ST SANFORD NC 27330 CHARITY 100 ANGLICAN CHURCH 1089 WILKINS DRIVE SANFORD NC 27330 CHARITY 500 HELPING HAND CLINIC 507 N STEELE ST SANFORD NC 27330 CHARITY 1000 14537 4 2678 55634 58316 58316 false false false false false false false false false false X X 1 DR MARION BUTLER PATE III 1719 PHILLIPS DR SANFORD NC 27330 230876 X 1 WELLS FARGO SECURITIES 142064 2021-05-27 1 WELLS FARGO SECURITIES 88812 2021-06-09 SEE ATTACHED - WELLS FARGO 6577 DONATION 9190 9324 -134 SEE ATTACHED - WELLS FARGO 6577 DONATION 217193 161425 55768 WELLS FARGO SECURITIES 257466 257466 UNREALIZED GAINS/LOSSES 9406 WELLS FARGO ADVISORY FEES 1879 NC SOS FILING FEE 125