HAROLD M COLE SCHOLARSHIP TRUST: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- HAROLD M COLE SCHOLARSHIP TRUST (EIN 58-6212292)
- Tax period
- 2025-04-01 to 2026-03-31
- Filed
- 2026-06-26
- IRS object ID
- 202601779349101000
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-26T08:01:35-05:00 | ReturnTs |
| Tax Period End | 2026-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 WESTMINSTER ST STE 800 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 586212292 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLE SCHOLARSHIP TUW | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COLE | BusinessNameControlTxt |
| Phone | 9106875123 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 919798 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 328919798 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRUIST BANK | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9106875123 | PhoneNum |
| Signature | 2026-06-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD RALEIGH | PreparerPersonNm |
| PTIN | P00382844 | PTIN |
| Phone | 4014573839 | PhoneNum |
| Preparation | 2026-06-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,376,436 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $38,625 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $38,465 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $34,448 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $619,723 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $34,448 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $73,073 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $72,913 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $11,382 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,691 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,691 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,364 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $247 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $20 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $20 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,266 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,938 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,211 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $55,406 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $55,406 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $70,672 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,938 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $62,617 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,401 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $66,975 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $125 | CashBOYAmt |
| Cash EOY | $199 | CashEOYAmt |
| Cash EOYFMV | $199 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $32,833 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,685 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,685 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $1,328 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,328 | CorporateStockEOYAmt |
| Corporate Bonds BOY | $287,188 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $293,127 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $294,655 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $886,093 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $903,996 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,067,897 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,207,567 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,212,335 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,376,436 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,207,567 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,212,335 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,207,567 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,212,335 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,207,567 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,212,335 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,207,567 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,401 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,620 | OtherIncreasesAmt |
| Subtotal | $1,212,588 | SubtotalAmt |
| Other Decreases | $253 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,212,335 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (42 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 85.072 JOHCM INTERNATIONAL SEL-INST | 2025-01-22 | 2025-04-01 | $1,967 | $2,006 | -$39 | -$39 | |
| 1225.046 JOHCM INTERNATIONAL SEL-INST | 2023-01-11 | 2025-04-01 | $28,323 | $25,824 | $2,499 | $2,499 | |
| 328. ISHARES 20+ YEAR TREASURY BOND ETF | 2025-01-10 | 2025-04-04 | $30,618 | $28,025 | $2,593 | $2,593 | |
| 220. ISHARES 20+ YEAR TREASURY BOND ETF | 2023-10-26 | 2025-04-04 | $20,537 | $18,406 | $2,131 | $2,131 | |
| 997. ISHARES BARCLAYS 1-3 YR TREASURY BD | 2025-04-07 | $82,475 | $81,721 | $754 | $754 | ||
| 449.928 T ROWE PRICE INTEGRATED U.S. | 2025-04-09 | $17,507 | $21,085 | -$3,578 | -$3,578 | ||
| 384. VANGUARD INTL EQUITY IDX EMR MKT ETF | 2025-02-24 | 2025-04-09 | $15,414 | $17,584 | -$2,170 | -$2,170 | |
| 419. ISHARES BARCLAYS 3-7 YR TREASURY BD | 2025-03-31 | 2025-05-13 | $49,088 | $49,528 | -$440 | -$440 | |
| 9. ALTABA INC ESCROWED CUSIP | 2025-05-19 | $2 | $2 | $2 | |||
| 14.378 HARTFORD DVDND & GRWTH-F | 2025-01-22 | 2025-05-29 | $482 | $490 | -$8 | -$8 | |
| 569.622 HARTFORD DVDND & GRWTH-F | 2025-05-29 | $19,088 | $18,454 | $634 | $634 | ||
| 102. VANGUARD RUSSELL 1000 GROWTH ETF | 2025-06-02 | $10,538 | $8,606 | $1,932 | $1,932 | ||
| 122. VANGUARD RUSSELL 1000 GROWTH ETF | 2024-01-12 | 2025-06-02 | $12,605 | $9,604 | $3,001 | $3,001 | |
| 401.312 DFA US SMALL CAP PORTFOLIO | 2023-01-11 | 2025-06-03 | $18,801 | $16,241 | $2,560 | $2,560 | |
| 1840. GOLDMAN SACHS GQP PRT INTL-R6 | 2025-06-03 | $41,069 | $38,621 | $2,448 | $2,448 | ||
| 901. STTE STRT SPDR BLMBRG 1-3 MTH T-BILL | 2025-04-07 | 2025-07-08 | $82,446 | $82,445 | $1 | $1 | |
| . ARDAGH GROUP SA | 2025-09-17 | $1 | $1 | $1 | |||
| 1189.671 ARTISAN INTL VALUE FUND-INS | 2025-12-23 | $64,171 | $57,208 | $6,963 | $6,963 | ||
| 1050.446 EATON VANCE-ATLANTA SMID-R6 | 2023-01-11 | 2025-12-23 | $39,686 | $37,480 | $2,206 | $2,206 | |
| 493. ISHARES CORE TOTAL US BOND MKT ETF | 2025-12-30 | $49,315 | $48,885 | $430 | $430 | ||
| 504.451 COHEN & STEERS REALTY SHARES INSTITUTION | 2026-01-27 | $24,526 | $23,062 | $1,464 | $1,464 | ||
| CAPITAL GAIN DIVIDENDS | $11,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,064 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $34,448 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $931 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $931 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $931 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,248 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,248 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $317 | OverpaymentAmt |
| Applied To ES Tax | $317 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUIST BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9106875123 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 919798 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32891 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| TRUIST BANK | ||||||
| PO BOX 919798 | ORLANDO | FL | 32891 | TRUSTEE | 1 | $11,382 |
| FRANKIE PAGE JR | ||||||
| 29 PAGE STREET B | PINEHURST | NC | 28374 | DIRECTOR | 1 | $0 |
| ROSALIND B BROWNBACK | ||||||
| 325-BW PENNSYLVANIA AVE | SOUTHERN PINES | NC | 28387 | DIRECTOR | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,359,870 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,493 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,384,363 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,384,363 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,765 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,363,598 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $68,180 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $68,180 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $931 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $931 | TotalTaxAmt |
| Distributable Before Adj | $67,249 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $67,249 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $67,249 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $62,617 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $62,617 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $67,249 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $56,139 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $62,617 | QualifyingDistributionsAmt |
| Applied To Year1 | $56,139 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,478 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $60,771 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SCHOLARSHIP COMMITTEE HAROLD M CO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5130 PARKWAY PLAZA BLVD BOX 89682 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28217 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9196180710 | RecipientPhoneNum |
| Form And Info And Materials | HAROLD M. COLE SCHOLARSHIP APPLICATION FORM OR RENEWAL APPLICATION FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JUNE 30 FOR CONSIDERATION FOR FALL SEMESTER | SubmissionDeadlinesTxt |
| Restrictions On Awards | 1. MOORE OR SURROUNDING COUNTIES 2. FINANCIAL NEED 3. ATTEND NC COLLEGE 4. CONCENTRATE STUDIES IN FIELD OF ACCOUNTING | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| SHAUN TYLER THOMAS | ||||||||
| C/O HIGH POINT UNIVERSITY | ONE UNIVERSITY PARKWAY | HIGH POINT | NC | 27268 | NONE | I | SCHOLARSHIP | $40,524 |
| RILEY WICKER | ||||||||
| C/O CAMPBELL UNIVERSITY | PO BOX 97 | BULES CREEK | NC | 27506 | NONE | I | SCHOLARSHIP | $2,124 |
| GREYSON THEIS | ||||||||
| C/O APPALACHIAN STATE UNIVERSITY | ASU P O BOX 32005 | BOONE | NC | 28608 | NONE | I | SCHOLARSHIP | $12,758 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $55,406 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,625 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $34,448 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $73,073 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $73,073 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,500 | Amt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 464287226 ISHARES CORE US AGGR | $144,299 | $146,721 |
| 464287432 ISHARES 20+ YEAR TRE | $78,311 | $78,454 |
| 464287440 ISHARES 7-10 YEAR TR | $70,517 | $69,480 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt |
|---|---|
| 021ESC017 ALTABA INC | |
| 69343P105 LUKOIL PJSC | $1,328 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (19 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 233203371 DFA INTERNATIONAL CO | AT COST | $105,134 | $112,490 |
| 233203843 DFA US SMALL CAP POR | |||
| 41664T669 HARTFORD DIVIDEND & | AT COST | $40,721 | $45,072 |
| 464287457 ISHARES BARCLAYS 1-3 | |||
| 46653M849 JOHCM INTERNATIONAL | |||
| 256210105 DODGE & COX INCOME F | AT COST | $273,026 | $271,739 |
| 277902235 EATON VANCE ATLANTA | |||
| 464287200 ISHARES CORE S&P 500 | AT COST | $149,201 | $239,075 |
| 87283A102 T. ROWE PRICE QM US | |||
| 92206C680 VANGUARD RUSSELL 100 | AT COST | $59,026 | $98,282 |
| 19247U106 COHEN & STEERS INSTI | |||
| 464287408 ISHARES S&P 500 VALU | AT COST | $36,619 | $44,553 |
| 04314H857 ARTISAN INTERNATIONA | |||
| 921943858 VANGUARD FTSE DEVELO | AT COST | $74,733 | $88,751 |
| 922042858 VANGUARD FTSE EMERGI | |||
| 14064D451 FULLERTHALER BEHAVIO | AT COST | $36,466 | $40,347 |
| 46434G103 ISHARES CORE MSCI EM | AT COST | $24,925 | $23,576 |
| 922040845 VANGUARD INSTL INDEX | AT COST | $82,471 | $82,761 |
| 922908629 VANGUARD INDEX FUND | AT COST | $21,674 | $21,251 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| 2025 TRANSACTION POSTED IN 2026 | $44 |
| COST BASIS ADJUSTMENT | $205 |
| ROUNDING | $4 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ALLOCABLE EXPENSE-PRINCI | Desc |
| Revenue And Expenses Per Books | $20 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $20 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2024 SALES POSTED IN 2025 | $2,345 |
| 2024 TRANSACTIONS POSTED IN 2025 | $275 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $869 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,248 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $206 | $206 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $41 | $41 | $0 |
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