2026-08-20T10:15:40-05:00 2025-12-31 273858252 DEAN DORTON ALLEN FORD PLLC 4130 PARKLAKE AVE STE 400 RALEIGH NC 27612 990PF 2025-01-01 566057379 A E FINLEY FOUNDATION INC AEFI 9197820565 PO BOX 98266 RALEIGH NC 27624 DUKE FINLEY CHAIRMAN/PRESIDENT 9197820565 2026-08-20 1 MICHELLE FOOTE P01387279 9198792909 2025 2025-03-06 01:10:19Z X 37701587 X X 539 539 517773 517773 146304 146304 -37356 1289343 3160265 1289336 87401 87408 2041360 2041360 0 0 0 4144 0 4144 22940 11470 11470 5500 5500 0 25438 0 0 61146 60928 3337 1669 1668 134432 131701 2731 256937 211268 20013 1475450 1475450 1732387 211268 1495463 308973 1830092 -1 -1 3305717 6605676 6605676 13432 24287469 21406082 25269752 2662330 1353617 1362141 1308713 1308713 677907 704189 4447229 319017 318365 870 652 652 69566 69566 69566 29717102 30094877 37701587 7476 55014 28430 85320 35906 140334 X 14209456 14209456 0 0 15471740 15745087 29681196 29954543 29717102 30094877 29681196 308973 0 29990169 35626 29954543 SEI PRIVATE TRUST COMPANY P 270922 270922 0 0 SEI PRIVATE TRUST COMPANY P 2709219 1600000 1109219 1109219 LONG TERM CAPITAL GAINS-DEUTSCHE BANK PE P 53880 53880 53880 CHARLES SCHWAB P 126237 126237 126237 1289336 25438 0 25438 0 25438 14475 0 0 0 14475 X 455 11418 0 0 0 0 0 0 0 0 1 1 0 1 1 NC 1 0 0 0 0 1 AEFINLEYFOUNDATION.ORG DUKE FINLEY 9197820565 PO BOX 98266 RALEIGH NC 27624 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 DUKE FINLEY PO BOX 98266 RALEIGH NC 27624 CHAIRMAN/PRESIDENT 4.00 0 0 0 VIC BELL PO BOX 98266 RALEIGH NC 27624 VICE PRESIDENT 4.00 0 0 0 ANN DILLON PO BOX 98266 RALEIGH NC 27624 SECRETARY 4.00 0 0 0 GINY WHEELER PO BOX 98266 RALEIGH NC 27624 DIRECTOR 4.00 0 0 0 JOE VELK PO BOX 98266 RALEIGH NC 27624 DIRECTOR 4.00 0 0 0 NONE 0 NONE 0 0 24254799 6213956 126518 30595273 0 0 30595273 458929 30136344 1506817 1506817 25438 25438 1481379 0 1481379 0 1481379 1495463 0 1495463 1481379 576 0 0 1495463 576 0 0 1481379 13508 0 0 13508 0 0 0 0 0 0 0 13508 13508 X ABILITIES TENNIS ASSOCIATION OF NC PO BOX 12522 RALEIGH NC 27605 PC OPERATING SUPPORT 2500 ALLIANCE MEDICAL MINISTRY 101 DONALD ROSS DR RALEIGH NC 27610 PC OPERATING SUPPORT 10000 BAPTISTS ON MISSION 205 CONVENTION DR CARY NC 27511 PC OPERATING SUPPORT 5000 BAYLEAF BAPTIST CHURCH 12200 BAYLEAF CHURCH ROAD RALEIGH NC 27614 PC OPERATING SUPPORT 5000 BLACK MOUNTAIN PRESBYTERIAN CHURCH 117 MONTREAT ROAD BLACK MOUNTAIN NC 28711 PC HURRICAN HELENE RELIEF 2500 BOYS AND GIRLS CLUBS 721 N RALEIGH BLVD RALEIGH NC 27610 PC OPERATING SUPPORT 5000 CAPITOL COMMISSION INC 2600 FAIRVIEW ROAD SUITE 200 RALEIGH NC 27608 PC OPERATING SUPPORT 3000 CLI PRISON ALLIANCE 3001 SPRING FOREST ROAD SUITE 101 RALEIGH NC 27616 PC OPERATING SUPPORT 10000 CONTINUOUS BLESSINGS FOUNDATION 8901 STRICKLAND ROAD RALEIGH NC 27615 PC OPERATING SUPPORT 5000 COUNCIL FOR ENTREPRENEURIAL DEVELOPMENT 600 PARK OFFICES DR STE 100 RESEARCH TRIANGLE PARK NC 27709 PC OPERATING SUPPORT 5000 DEMENTIA ALLIANCE OF NC 9131 ANSON WAY SUITE 106 RALEIGH NC 27615 PC OPERATING SUPPORT 5000 DIX PARK CONSERVANCY PO BOX 28575 RALEIGH NC 27611 PC OPERATING SUPPORT 2500 DUKE UNIVERSITY PO BOX 90542 DURHAM NC 27708 PC FACILITY MAINTENANCE 86755 DUKE UNIVERSITY PO BOX 90542 DURHAM NC 27708 PC GLAUCOMA RESEARCH FUND 10000 DUKE UNIVERSITY PO BOX 90542 DURHAM NC 27708 PC FUQUA SCHOOL OF BUSINESS 5000 ECHO COMMUNITY FOUNDATION 415 WILLINGHEAM ROAD MORRISVILLE NC 27560 PC OPERATING SUPPORT 5000 ELON UNIVERSITY PO BOX 398 ELON NC 27244 PC OPERATING SUPPORT 5000 FEEDING AVERY FAMILIES 189 OLD VALE RD NEWLAND NC 28657 PC OPERATING SUPPORT 2500 FOSCOE HOME TEAM 10543 NC-105 SUITE 4 BANNER ELK NC 28604 PC OPERATING SUPPORT 5000 FOUNDATION OF HOPE 901 PENNSYLVANIA AVE 3A PITTSBURGH PA 15233 PC OPERATING SUPPORT 2500 HARGRAVE MILITARY ACADEMY 200 MILITARY DRIVE CHATHAM VA 24531 PC OPERATING SUPPORT 86755 HAYES BARTON BAPTIST CHURCH 1800 GLENWOOD AVENUE RALEIGH NC 27608 PC OPERATING SUPPORT 2500 HELPING HORSE THERAPEUTIC RIDING 5104 RILEY HILL RD WENDELL NC 27591 PC OPERATING SUPPORT 2500 HOPELINE INC PO BOX 10490 RALEIGH NC 27605 PC OPERATING SUPPORT 5000 HOSPITALITY HOUSE NORTHWEST NC PO BOX 309 BOONE NC 28607 PC OPERATING SUPPORT 2500 HUNGER AND HEALTH COALITION 141 HEALTH CENTER DRIVE SUITE C BOONE NC 28607 PC OPERATING SUPPORT 2500 JUNIOR LEAGUE OF AUSTIN 5330 BLUFFSTONE LN AUSTIN TX 78759 PC OPERATING SUPPORT 2500 MIRACLE LEAGUE OF THE TRIANGLE 805 CARY TOWNE BLVD CARY NC 27511 PC OPERATING SUPPORT 3000 MISSION TRIANGLE 1601 MIDTOWN PL RALEIGH NC 27609 PC OPERATING SUPPORT 3000 NC FAMILY POLICY COUNCIL PO BOX 20607 RALEIGH NC 27619 PC OPERATING SUPPORT 3000 NC MUSEUM OF ART FOUNDATION 4630 MAIL SERVICE CENTER RALEIGH NC 27699 PC OPERATING SUPPORT 2500 NC STUDY CENTER 203 BATTLE LANE CHAPEL HILL NC 27514 PC OPERATING SUPPORT 7500 NC TENNIS FOUNDATION 2709 HENRY ST GREENSBORO NC 27405 PC OPERATING SUPPORT 3000 NCSU WOLFPACK CLUB PO BOX 37100 RALEIGH NC 27627 PC FACILITY MAINTENANCE 138840 NORTH CAROLINA AQUARIUM SOCIETY 3125 POPLARWOOD CT 160 RALEIGH NC 27604 PC OPERATING SUPPORT 2500 NORTH CAROLINA COASTAL FEDERATION 3609 NC 24 NEWPORT NC 28570 PC OPERATING SUPPORT 2500 NORTH CAROLINA LIONS FOUNDATION PO BOX 39 SHERRILLS FORD NC 28673 PC OPERATING SUPPORT 2500 NORTH CAROLINA MUSEUM OF HISTORY FOUNDATION 5 EAST EDENTON ST RALEIGH NC 27601 PC OPERATING SUPPORT 10000 NORTH CAROLINA SCHOOL OF SCIENCE & MATH FOUNDATION PO BOX 2733 DURHAM NC 27715 PC OPERATING SUPPORT 5000 NORTH RALEIGH MINISTRIES 9650 STRICKLAND RD SUITE 175 RALEIGH NC 27615 PC OPERATING SUPPORT 2500 NORTH CAROLINA ORGANIZING COMMITTEE 401 HARRISON OAKS BLVD SUITE 210 CARY NC 27513 PC OPERATING SUPPORT 2500 NRCC FOUNDATION INC 2501 SAINT PAULS SQ RALEIGH NC 27614 PC OPERATING SUPPORT 2500 OCCONEECHEE COUNCIL BOY SCOUTS OF AMERICA 3231 ATLANTIC AVE RALEIGH NC 27604 PC OPERATING SUPPORT 5000 OUR YOUTH MATTERS 14460 NEW FALLS OF NEUSE RD RALEIGH NC 27614 PC OPERATING SUPPORT 3000 PAWS FOR LIFE NC PO BOX 338 YOUNGSVILLE NC 27596 PC OPERATING SUPPORT 2500 PROFESSIONAL FIREFIGHTERS & PARAMEDICS ASSOC OF NC 1608 QUEEN ST WILMINGTON NC 28401 PC OPERATING SUPPORT 5000 PROVIDENCE BAPTIST CHURCH 6339 GLENWOOD AVENUE RALEIGH NC 27612 PC OPERATING SUPPORT 10000 RALEIGH POLICE FOUNDATION PO BOX 18283 RALEIGH NC 27619 PC OPERATING SUPPORT 5000 RALEIGH RESCUE MISSION 314 E HARGETT ST RALEIGH NC 27601 PC OPERATING SUPPORT 3000 RAVENSCROFT SCHOOL 7409 FALLS OF NEUSE ROAD RALEIGH NC 27615 PC FACILITY MAINTENANCE AND FINANCIAL AID 347175 RESOURCES FOR SENIORS 1110 NAVAHO DR FOURTH FLOOR RALEIGH NC 27609 PC OPERATING SUPPORT 2500 ROLESVILLE BAPTIST CHURCH 203 E YOUNG ST ROLESVILLE NC 27571 PC OPERATING SUPPORT 5000 RONALD MCDONALD HOUSE CHARITIES OF THE TRIANGLE 506 ALEXANDER AVENUE DURHAM NC 27705 PC OPERATING SUPPORT 2500 SAINT MARY'S SCHOOL 900 HILLSBOROUGH STREET RALEIGH NC 27603 PC OPERATING SUPPORT 2500 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 PC HURRICAN HELENE RELIEF 10000 SAVING GRACE ANIMALS FOR ADOPTION 13400 OLD CREEDMOOR RD WAKE FOREST NC 27587 PC OPERATING SUPPORT 12500 SPCA OF WAKE COUNTY 200 PETFINDER LANE RALEIGH NC 27603 PC OPERATING SUPPORT 5000 STEP UP MINISTRY 1701 OBERLIN RD RALEIGH NC 27608 PC OPERATING SUPPORT 7500 TRIANGLE FCA 4600 MARRIOTT DRIVE SUITE 120 RALEIGH NC 27612 PC OPERATING SUPPORT 3000 UNC FINLEY GOLF COURSE PO BOX 2675 CHAPEL HILL NC 27515 PC FACILITY MAINTENANCE 138840 UNC HEALTH FOUNDATION PO BOX 1050 CHAPEL HILL NC 27514 PC OPERATING SUPPORT 69495 UNC LAW FOUNDATION PO BOX 309 CHAPEL HILL NC 27514 PC OPERATING SUPPORT 3000 WAKE FOREST UNIVERSITY 1834 WAKE FOREST RD WINSTON SALEM NC 27109 PC SCHOLARSHIPS 35000 WESEEHOPE USA INC 597 1515 MARKET ST SUITE 1200 PHILADELPHIA PA 19102 PC OPERATING SUPPORT 4500 WHITE MEMORIAL PRESBYTERIAN CHURCH FOUNDATION 1704 OBERLIN RD RALEIGH NC 27608 PC OPERATING SUPPORT 89255 WILLIAM PEACE UNIVERSITY 15 EAST PEACE STREET RALEIGH NC 27604 PC FACILITY MAINTENANCE 69495 YATES MILL ASSOCIATES INC PO BOX 10512 RALEIGH NC 27605 PC OPERATING SUPPORT 10500 YMCA OF THE TRIANGLE 801 CORPORATE CENTER DRIVE SUITE 200 RALEIGH NC 27607 PC OPERATING SUPPORT 5500 YMCA OF THE TRIANGLE 801 CORPORATE CENTER DRIVE SUITE 200 RALEIGH NC 27607 PC FACILITY MAINTENANCE 138840 YOUNGSVILLE WOMANS CLUB PO BOX 122 YOUNGSVILLE NC 27596 PC OPERATING SUPPORT 2500 1475450 0 14 539 14 517773 16 -37256 18 1163106 TRUST INCOME 14 37514 INVESTMENT INC (EXP) PUBLIC PARTNERSHIPS 14 -1833 UBTI-PUBLIC PARTNERSHIPS 525990 -7 14 OTHER INVESTMENT INC (EXP) 14 51727 -7 1731570 0 1731563 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 22940 11470 11470 LAND 1998-10-13 403624 L 0 0 LAND IMPROVEMENTS 2003-03-15 16850 16850 SL 15.000000000000 0 0 MORTGAGE LOAN COST 2003-10-25 10113 10113 SL 3.500000000000 0 0 MORTGAGE LOAN COST 2005-09-30 4050 4050 SL 15.000000000000 0 0 BUILDING 2003-03-15 2133647 1194482 SL 39.000000000000 54709 54709 SIDEWALK ASSESSMENT 2007-08-31 23822 23822 SL 15.000000000000 0 0 FENCE WITH ELECTRIC GATES 2013-03-20 46479 36873 150DB 15.000000000000 2745 2745 CARPETING 2023-01-01 12004 4802 SL 5.000000000000 2401 2401 CARPETING 2023-01-20 4241 1697 SL 5.000000000000 848 848 IRRIGATION RETROFIT 2025-11-28 7500 SL 5.000000000000 225 225 SECURITY SYSTEM 2003-03-15 5555 5555 SL 7.000000000000 0 0 OFFICE FURNITURE - RAL OFF INT 2003-03-15 27194 27194 SL 7.000000000000 0 0 OFFICE FURNITURE - STORR OFFICE 2003-03-15 5130 5130 SL 7.000000000000 0 0 OFFICE FURNITURE - PRICE MODERN 2003-03-15 92847 92847 SL 7.000000000000 0 0 VIDEO EQUIPMENT-NOWAUDIOVIDEO 2003-03-15 16121 16121 SL 5.000000000000 0 0 RUGS - ZAKI ORIENTAL RUGS 2003-03-15 6197 6197 SL 7.000000000000 0 0 MODELS - SY SHOPS 2003-03-15 60007 60007 SL 15.000000000000 0 0 LAMPS - ONE DESIGN CENTER 2003-03-15 706 706 SL 7.000000000000 0 0 LAMPS - ONE DESIGN CENTER 2003-03-15 713 713 SL 7.000000000000 0 0 DECORATIONS & FRAMING - ODC 2003-03-15 10543 10543 SL 7.000000000000 0 0 LIGHT FIXTURES 2003-03-15 14402 14402 SL 7.000000000000 0 0 WALL & FLOOR COVERINGS- ODC 2003-03-15 28179 28179 SL 15.000000000000 0 0 FRAMINGS & LAMPSHADES 2003-03-26 2253 2253 SL 7.000000000000 0 0 FRAMED MEMORABILIA-ODC 2003-04-11 788 788 SL 7.000000000000 0 0 INTERIOR SIGNAGE & FRAMING 2003-04-14 1961 1961 SL 7.000000000000 0 0 MIRRORS & URN - ODC 2003-04-30 753 753 SL 7.000000000000 0 0 DESK LAMP - BELK 2003-05-09 515 515 SL 7.000000000000 0 0 WINDOW TREATMENTS - ODC 2003-06-10 1015 1015 SL 7.000000000000 0 0 LEATHER BOX, FRAMING - ODC 2003-06-18 5591 5591 SL 7.000000000000 0 0 WOOD BLINDS 2003-06-26 2288 2288 SL 7.000000000000 0 0 ROUND TABLE TRUCK & FRAMING 2003-07-18 731 731 SL 7.000000000000 0 0 CUSTOM VANITY - AMAE 2003-07-30 2170 2170 SL 7.000000000000 0 0 FRAMING - ODC 2003-10-06 2472 2472 SL 7.000000000000 0 0 LAMP 2003-12-10 550 550 SL 7.000000000000 0 0 COMPANION CHAIR 2003-12-24 4268 4268 SL 7.000000000000 0 0 FRAME 2004-01-15 832 832 SL 7.000000000000 0 0 FRAME (YATES MILL) 2004-02-11 949 949 SL 7.000000000000 0 0 FRAME (FINLEY HOUSE) 2004-04-21 750 750 SL 7.000000000000 0 0 FRAME 2006-07-31 502 502 SL 7.000000000000 0 0 UPDATE TO MODELS - SY SHOP 2007-12-11 4400 4400 SL 5.000000000000 0 0 PROJECTOR 2010-03-16 1062 1062 200DB 5.000000000000 0 0 LAPTOP 2012-03-02 587 587 200DB 5.000000000000 0 0 REFRIGERATOR 2012-04-30 1280 1280 200DB 5.000000000000 0 0 PATIO FURNITURE SET 2012-04-30 1281 1281 200DB 7.000000000000 0 0 SAVIN COPIER 2014-02-07 6300 6300 200DB 5.000000000000 0 0 DEHUMIDIFIER 2016-03-24 2659 2659 200DB 5.000000000000 0 0 WEBSITE DESIGN 2017-12-07 1250 1250 SL 5.000000000000 0 0 WEBSITE DEVELOPMENT 2018-10-30 3128 3128 SL 5.000000000000 0 0 LG LAPTOP 2024-06-24 1088 218 SL 5.000000000000 218 0 1231 GAIN-DEUTSCHE BANK PE PURCHASED 7 COST 0 7 CORPORATE STOCKS 21406082 25269752 LAND 403624 0 403624 403624 LAND IMPROVEMENTS 16850 16850 0 0 MORTGAGE LOAN COST 10113 10113 0 0 MORTGAGE LOAN COST 4050 4050 0 0 BUILDING 2133647 1249191 884456 884456 SIDEWALK ASSESSMENT 23822 23822 0 0 FENCE WITH ELECTRIC GATES 46479 39618 6861 6861 CARPETING 12004 7203 4801 4801 CARPETING 4241 2545 1696 1696 IRRIGATION RETROFIT 7500 225 7275 7275 INVESTMENT IN DEUTSCHE BANK PRIVATE EQUITY GLOBAL SELECT V AT COST 43827 49085 REMAINDER INTEREST-FINLEY CHARITABLE REMAINDER UNITRUST AT COST 90312 1131132 REMAINDER INTEREST-MAR-FIN CHARITABLE TRUST AT COST 570050 3267012 SECURITY SYSTEM 5555 5555 0 OFFICE FURNITURE - RAL OFF INT 27194 27194 0 OFFICE FURNITURE - STORR OFFICE 5130 5130 0 OFFICE FURNITURE - PRICE MODERN 92847 92847 0 VIDEO EQUIPMENT-NOWAUDIOVIDEO 16121 16121 0 RUGS - ZAKI ORIENTAL RUGS 6197 6197 0 MODELS - SY SHOPS 60007 60007 0 LAMPS - ONE DESIGN CENTER 706 706 0 LAMPS - ONE DESIGN CENTER 713 713 0 DECORATIONS & FRAMING - ODC 10543 10543 0 LIGHT FIXTURES 14402 14402 0 WALL & FLOOR COVERINGS- ODC 28179 28179 0 FRAMINGS & LAMPSHADES 2253 2253 0 FRAMED MEMORABILIA-ODC 788 788 0 INTERIOR SIGNAGE & FRAMING 1961 1961 0 MIRRORS & URN - ODC 753 753 0 DESK LAMP - BELK 515 515 0 WINDOW TREATMENTS - ODC 1015 1015 0 LEATHER BOX, FRAMING - ODC 5591 5591 0 WOOD BLINDS 2288 2288 0 ROUND TABLE TRUCK & FRAMING 731 731 0 CUSTOM VANITY - AMAE 2170 2170 0 FRAMING - ODC 2472 2472 0 LAMP 550 550 0 COMPANION CHAIR 4268 4268 0 FRAME 832 832 0 FRAME (YATES MILL) 949 949 0 FRAME (FINLEY HOUSE) 750 750 0 FRAME 502 502 0 UPDATE TO MODELS - SY SHOP 4400 4400 0 PROJECTOR 1062 1062 0 LAPTOP 587 587 0 REFRIGERATOR 1280 1280 0 PATIO FURNITURE SET 1281 1281 0 SAVIN COPIER 6300 6300 0 DEHUMIDIFIER 2659 2659 0 WEBSITE DESIGN 1250 1250 0 WEBSITE DEVELOPMENT 3128 3128 0 LG LAPTOP 1088 436 652 652 LEGAL 4144 0 4144 ART & SCULPTURES 69566 69566 69566 DEFERRED TAXES 35626 COMPUTER SUPPLIES & REPAIRS 346 0 346 MANAGEMENT FEES 6567 6567 0 POSTAGE & DELIVERY 382 191 191 INSURANCE 3793 1897 1896 SERVICE CHARGES 15 15 0 DUES AND SUBSCRIPTIONS 597 299 298 REPAIRS AND MAINTENANCE 122732 122732 0 TRUST INCOME 37514 37514 37514 INVESTMENT INC (EXP) PUBLIC PARTNERSHIPS -1833 -1833 -1833 UBTI-PUBLIC PARTNERSHIPS -7 0 -7 OTHER INVESTMENT INC (EXP) 51727 51727 51727 BUILDING DEPOSIT 10278 22494 DEFERRED TAX LIABILITY 18152 53778 EXCISE AND INCOME TAX LIABILITY 0 9048 CONSULTING 5500 5500 0 FEDERAL EXCISE TAX 25438 0 0