ANONYMOUS TRUST: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ANONYMOUS TRUST (EIN 26-6220561)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-13
- IRS object ID
- 202411349349100936
- Schema version
- 2023v5.0
- 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 Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-13T08:12:47-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561824665 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMPSON PRICE SCOTT ADAMS & CO P | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 WINSTEAD DRIVE STE 255 | AddressLine1Txt |
| City | CARY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27513 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 266220561 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANONYMOUS TRUST | BusinessNameLine1Txt |
| Business Name Line2 | U/A DATED 2-4-2008 | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANON | BusinessNameControlTxt |
| Phone | 7047633386 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 31143 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27622 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIA M LYNCH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9195713332 | PhoneNum |
| Signature | 2024-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARIA | PersonFirstNm |
| Person Last | LYNCH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GENIA HERBERT KIGER | PreparerPersonNm |
| PTIN | P01381238 | PTIN |
| Phone | 9193808484 | PhoneNum |
| Preparation | 2024-05-07 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $274,002,695 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $5,278,299 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,239,470 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $25,308,024 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $42,110,519 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $25,308,024 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $834 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $30,587,157 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $30,547,494 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $499,250 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $499,250 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $129,432 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $129,432 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $20,175 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $20,175 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $56,820 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $56,820 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $201,246 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $201,246 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $12,900 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $12,900 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $11,099 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,967 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $385 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $385 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $54,957 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $54,957 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $986,264 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $201,246 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $782,886 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,409,677 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,409,677 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,395,941 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $201,246 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,192,563 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $15,191,216 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $30,346,248 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,718 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $2,616,209 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,914,267 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,914,267 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $8,000 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $8,000 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $21,621,814 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $23,510,817 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $22,767,370 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $61,600,747 | CorporateStockBOYAmt |
| Corporate Stock EOY | $50,323,903 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $194,405,738 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $27,920,890 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $33,038,459 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $31,498,156 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $695,158 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $695,158 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $692,947 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,228,455 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,716,217 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,716,217 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $116,687,991 | TotalAssetsBOYAmt |
| Total Assets EOY | $132,206,821 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $274,002,695 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $330,237 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,012,731 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $330,237 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,012,731 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $116,357,754 | CapitalStockBOYAmt |
| Capital Stock EOY | $131,194,090 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $116,357,754 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $131,194,090 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $116,687,991 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $132,206,821 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $116,357,754 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $15,191,216 | ExcessRevenueOverExpensesAmt |
| Other Increases | $278,432 | OtherIncreasesAmt |
| Subtotal | $131,827,402 | SubtotalAmt |
| Other Decreases | $633,312 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $131,194,090 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | DepreciationDepreciationAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES OAK HARBOR | P | $0 | $0 | $0 | ||
| PARTNERS | $2,737,102 | $2,737,102 | $8,050,649 | $5,313,547 | ||
| PUBLICLY TRADED SECURITIES NORTHERN TRUST | P | $0 | $0 | |||
| COMPANY | $22,570,882 | $22,570,882 | $34,059,830 | $11,488,948 | ||
| CAPITAL GAINS DIVIDENDS | P | $40 | $40 | $40 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $25,308,024 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $421,813 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $421,813 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $421,813 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $85,011 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $85,011 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $336,802 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | ANONYMOUS-TRUST.ORG | WebsiteAddressTxt |
| Individual With Books | ANONYMOUS TRUST | IndividualWithBooksNm |
| Phone | 9195713332 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 31143 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27622 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ANNE B FAIRCLOTH | ||||||||
| 207 N CHESTNUT STREET | CLINTON | NC | 28328 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| MARIA M LYNCH | ||||||||
| PO BOX 30515 | RALEIGH | NC | 27622 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| MARGARET TURLINGTON | ||||||||
| PO BOX 2087 | CLINTON | NC | 28329 | SCHOLARSHIP COORDINATOR | 40.00 | $152,250 | $19,028 | $5,973 |
| KIMBERLY K BREEDEN | ||||||||
| 1380 POPE ROAD | DUNN | NC | 28334 | SIMPLY EAST FUND DIRECTOR | 40.00 | $147,000 | $31,757 | $9,653 |
| DEBORAH M AIKEN | ||||||||
| 1913 HIDDEN JEWEL LANE | WAKE FOREST | NC | 27587 | EXECUTIVE DIRECTOR | 40.00 | $200,000 | $40,890 | $4,666 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE NORTHERN TRUST COMPANY | |||||
| 50 SOUTH LASALLE STREET | CHICAGO | IL | 60603 | INVESTMENT ADVISORY | $117,554 |
| OAK HARBOR WEALTH PARTNERS | |||||
| 3101 GLENWOOD AVENUE STE 102 | RALEIGH | NC | 27612 | INVESTMENT ADVISORY | $83,692 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $242,845,764 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $242,845,764 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $242,845,764 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,642,686 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $239,203,078 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,960,154 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,960,154 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $421,813 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $421,813 | TotalTaxAmt |
| Distributable Before Adj | $11,538,341 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $233,865 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $11,772,206 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $11,772,206 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,192,563 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $15,192,563 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,772,206 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $8,919,921 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $15,192,563 | QualifyingDistributionsAmt |
| Applied To Year1 | $8,919,921 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,272,642 | 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 | $5,499,564 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient PhoneRecipientPhoneNum | Form And Info And MaterialsFormAndInfoAndMaterialsTxt | Submission DeadlinesSubmissionDeadlinesTxt | Restrictions On AwardsRestrictionsOnAwardsTxt | Recipient Email AddressRecipientEmailAddressTxt |
|---|---|---|---|---|---|---|---|---|
| MARGARET TURLINGTON COORDINATOR | ||||||||
| PO BOX 2087 | CLINTON | NC | 28329 | 9103856716 | SIMPLE GIFTS SCHOLARSHIP APPLICATION (AVAILABLE AT THE WEBSITE WWW.SIMPLEGIFTSFUND.ORG), CURRENT RESUME, THREE RECOMMENDATIONS (TEACHER, PEER, ADDITIONAL), TRANSCRIPTS OF ACADEMIC RECORDS, COPY OF US DEPT. OF EDUCATION/STUDENT AID REPORT, COPY FINANCIAL AWARD LETTER FROM COLLEGE/UNIVERSITY TO BE ATTENDED, AND COPY OF LETTER(S) NOTIFYING THE APPLICANT OF SCHOLARSHIPS OR FELLOWSHIPS GRANTED. | DECEMBER 1 FOR THE FOLLOWING ACADEMIC YEAR. | THE SIMPLE GIFTS SCHOLARSHIP IS WORTH UP TO $50,000 PER YEAR TO EARN A FOUR YEAR DEGREE AT AN OUT-OF-STATE LIBERAL ARTS COLLEGE OR UNIVERSITY. ELIGIBLE STUDENTS MUST BE 1) UNITED STATES CITIZEN AND RESIDENT OF NORTH CAROLINA 2) HAVE ATTENDED A HIGH SCHOOL LOCATED IN SAMPSON COUNTY, NC FOR A MINIMUM OF TWO SCHOOL YEARS, OR BE SCHEDULED TO COMPLETE A MINIMUM OF TWO YEARS AT TIME OF GRADUATION 3) BE SCHEDULED TO BECOME A HIGH SCHOOL GRADUATE IN YEAR OF THE APPLICATION OR BE A GRADUATE OF SAMPSON COMMUNITY COLLEGE 4) BEEN ACCEPTED INTO AND BE PLANNING TO ATTEND AN ACCREDITED LIBERAL ARTS COLLEGE OR UNIVERSITY 5) RANK IN THE TOP 25% OF HIS/HER HIGH SCHOOL GRADUATING CLASS 6) HAVE AN UNMET FINANCIAL NEED. | |
| MARGARET TURLINGTON COORDINATOR | ||||||||
| PO BOX 2087 | CLINTON | NC | 28329 | 9103856716 | APPLICANTS COMMITTING TO A SIX WEEK FULL TIME SUMMER PROJECT MUST SUBMIT A PERSONAL INFORMATION FORM WITH A DESCRIPTION OF THE PROJECT, A BUDGET AND A COPY OF A VALID NORTH CAROLINA TEACHING LICENSE ACCOMPANIED BY A RECOMMENDATION LETTER. | PUBLICIZED ON THE SIMPLE GIFTS WEBSITE AND FLYERS TO SAMPSON COUNTY AND CLINTON CITY SCHOOLS. | THE ONE TIME GRANTS ARE FOR $8,000 EACH AND WILL NOT BE RENEWED. THE GRANTS ARE BASED SOLELY ON MERIT AND THE PROPOSALS WILL BE JUDGED ON SUBSTANCE, CLARITY, FEASIBILITY AND RESEARCH. THE SELECTION COMMITTEE WILL REVIEW THE EXPECTED DIRECT AND INDIRECT BENEFITS OF THE GRANT PROPOSAL TO THE TEACHER, HIS OR HER STUDENTS AND THE SCHOOL SYSTEM. THE GRANTS ARE AVAILABLE TO TEACHERS, GUIDANCE COUNSELORS AND LIBRARY MEDIA SPECIALISTS THAT HAVE BEEN EMPLOYED BY SAMPSON COUNTY OR CLINTON CITY SCHOOLS FOR AT LEAST ONE YEAR. THE APPLICANT MUST BE NORTH CAROLINA CERTIFIED IN GRADES K-12 AND BE EMPLOYED FULL TIME. THE GRANTS WILL BE TAXABLE TO THE RECIPIENT AND WILL STATE THAT THE RECIPIENT WILL REPAY THE TRUST IF THE PROJECT CANNOT BE COMPLETED. | |
| MARGARET TURLINGTON COORDINATOR | ||||||||
| PO BOX 2087 | CLINTON | NC | 28329 | 9103856716 | APPLICANTS SHOULD SUBMIT THE PERSONAL INFORMATION FORM (AVAILABLE AT WEBSTITE WWW.SIMPLEGIFTSFUND.ORG), A DESCRIPTION OF THE PROPOSED PROJECT THAT MUST INCLUDE A TITLE AND SUMMARY OF 50 WORDS OR LESS, A NARRATIVE OF 500 WORDS OR LESS THAT EXPLAINS THE NUMBER OF STUDENTS SERVED, WHAT THE STUDENTS WILL LEARN, HOW AND WHERE THE STUDENTS WILL LEARN, WHY THE PROJECT IS NEEDED, WHEN THE STUDENTS WILL LEARN (TIMELINE), HOW THE PROJECT'S SUCCESS WILL BE EVALUATED AND HOW THE PROJECT IMPROVES THE STUDENT'S KNOWLEDGE AND SKILLS. IN ADDITION, A LINE ITEM BUDGET FOR THE PROPOSED GRANT MUST BE SUBMITTED. IF EDUCATOR STIPENDS ARE INCLUDED IN THE GRANT, TWO SEPARATE AMOUNTS SHOULD BE INDICATED IN THE BUDGET AND TWO CHECKS WILL BE ISSUED (ONE TO GRANTEE AND ONE TO THE FISCAL AGENT). THE EDUCATOR WILL RECEIVE AN IRS INCOME REPORTING 1099MISC FOR THE STIPEND. ANY ADDITIONAL SUPPORT PROVIDED BY OTHER SOURCES MUST BE IDENTIFIED. | PUBLICIZED ON THE SIMPLE GIFTS WEBSITE AND FLYERS TO SAMPSON COUNTY AND CLINTON CITY SCHOOLS | GRANTS FOR SCHOOLS UP TO $3,000 & INDIVIDUAL STIPENDS UP TO $1,000 WILL BE AWARDED 3 TIMES ANNUALLY FOR THE ADVANCEMENT OF EDUCATORS/STUDENTS, TO ENABLE TEACHERS TO PROVIDE ILLUMINATING PROGRAMS/OPPORTUNITIES FOR STUDENTS IN THE CLASSROOM, AFTER SCHOOL, SUMMER OR WEEKENDS. APPLICANTS MUST BE A 10 MONTH TEACHER, GUIDANCE COUNSELOR OR MEDIA COORDINATOR IN SAMPSON COUNTY OR CLINTON CITY PUBLIC K-12; HAVE 2 YEARS TEACHING EXPERIENCE; A FULL TIME EDUCATOR SPENDING AT LEAST 50% OF THE TIME IN THE CLASSROOM/CLASSROOM-LIKE SETTING; RETURNING TO TEACH IN SAMPSON COUNTY IN THE NEXT SCHOOL YEAR & HAVE THE PROPOSAL REVIEWED/APPROVED BY THE PRINCIPAL. FUNDS MAY BE USED FOR RESOURCE MATERIALS, SUPPLIES, EQUIPMENT, TRANSPORTATION, TECHNOLOGY OR STIPENDS, THE MAJORITY MUST BE SPENT ON MATERIALS/EDUCATIONAL EXPERIENCES FOR STUDENTS WITH NO LOBBYING/RELIGIOUS PURPOSES. | |
| KIMBERLY BREEDEN | ||||||||
| 102 S WILSON AVE OFFICE G | DUNN | NC | 28334 | 9102922580 | A LETTER OF INQUIRY CONSISTING OF A COVER PAGE, LOI DETAIL AND PROJECT BUDGET, ORGANIZATION BUDGET, BOARD OF DIRECTORS ROSTER, 501(C)(3) LETTER AND MOST RECENT AUDIT MAY BE SUBMITTED VIA EMAIL TO KBREEDEN@ANONYMOUSTRUST.ORG. ACCEPTANCE OF A LETTER OF INQUIRY IS ACCEPTED BY REQUEST AFTER ADVANCE CONVERSATIONS. THE GRANT DECISION IS MADE WITHIN 60 DAYS FROM RECEIPT OF THE LETTER OF INQUIRY. | NONE | SIMPLY EAST FUND SEEKS TO IMPROVE THE QUALITY OF LIFE FOR THE ECONOMICALLY CHALLENGED BY SUPPORTING SOCIAL SERVICE ORGANIZATIONS THAT HAVE IMPACT AND ARE DOING THE MOST GOOD IN EASTERN NC. THE ORGANIZATION MUST HAVE EXPENSES OF $5 MILLION AND UNDER; BE A 501(C)(3) IN NC AND THE PROJECTS MUST BE FOR THE BENEFIT OF ORGANIZATIONS BASED IN EASTERN NC. THE ELIGIBLE REQUESTS MAY BE FOR GENERAL OPERATING SUPPORT; SUPPORT FOR ONGOING OR NEW PROGRAMS OR PROJECTS; CAPITAL REQUESTS FOR CONSTRUCTION, RENOVATION, PURCHASE OF A BUILDING OR ENDOWMENTS; HEALTH/HUMAN SERVICE PROGRAMS; YOUTH EDUCATION PROGRAMS/SCHOOLS. THE GRANT RANGE IS $10,000 OR HIGHER. | KBREEDEN@ANONYMOUSTRUST.ORG |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (199 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A DOORWAY TO HOPE | ||||||||
| PO BOX 911 | CARY | NC | 27512 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT (IN HONOR OF MARTINA YOUNG) | $5,000 | |
| ALLEGHENY COLLEGE | ||||||||
| 520 N MAIN ST | MEADVILLE | PA | 16335 | NONE | INDIVIDUAL | SCHOLARSHIP FOR SAUL E MESA NUNEZ | $14,000 | |
| AMERICAN EXPRESS CARDMEMBER SERVICE | ||||||||
| PO BOX 6031 | CAROL STREAM | IL | 60197 | NONE | INDIVIDUAL | EXPENSES FOR COLLEGE INTERVIEWS, VISITS, SCHOLARSHIPS AND BOOKS | $783 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 5001 SOUTH MIAMI BOULEVARD SUITE | DURHAM | NC | 27703 | N/A | PUBLIC CHARITY | YEAR 1 OF 3 YEAR GRANT FOR GENERAL OPERATING SUPPORT | $149,000 | 300 |
| ANGELA LYNN MARTIN | ||||||||
| 1007 CARROLL STORE ROAD | AUTRYVILLE | NC | 28318 | NONE | INDIVIDUAL | LOVE OF LEARNINGS GRANTS TEACHER STIPEND | $2,000 | |
| AREA L AHEC | ||||||||
| PO BOX 7368 | ROCKY MOUNT | NC | 27804 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT | $11,250 | |
| ARISE COLLECTIVE | ||||||||
| PO BOX 25901 | RALEIGH | NC | 27611 | N/A | PUBLIC CHARITY | OUTRIGHT GRANT FOR GENERAL OPERATING SUPPORT | $254,231 | |
| ASHLEY SUZANNE KNOWLES | ||||||||
| 6167 MT OLIVE HIGHWAY | MT OLIVE | NC | 28365 | NONE | INDIVIDUAL | TEACHER FELLOWSHIP | $8,000 | |
| ATLANTIC DANCE THEATER | ||||||||
| 262 SHORELINE DRIVE | NEW BERN | NC | 28562 | N/A | PUBLIC CHARITY | GRANTS FOR GENERAL OPERATING SUPPORT (5,000 OUTRIGHT; 5,000 CHALLENGE) | $10,000 | |
| AUSTIN COLLEGE | ||||||||
| 900 N GRAND AVE STE 6F | SHERMAN | TX | 75090 | NONE | INDIVIDUAL | SCHOLARSHIP FOR BRIAN SERRANO | $14,374 | |
| AVE MARIA UNIVERSITY | ||||||||
| 5050 AVE MARIA BLVD | AVE MARIA | FL | 34142 | NONE | INDIVIDUAL | SCHOLARSHIP FOR CLARISA HERNANDEZ VENTURA | $28,149 | |
| BEAUFORT HISTORICAL ASSOCIATION | ||||||||
| 150 TURNER STREET | BEAUFORT | NC | 28516 | N/A | PUBLIC CHARITY | MATCHING GIFT FOR GENERAL OPERATING SUPPORT | $600 | |
| BERTIE COUNTY HIVE HOUSE | ||||||||
| PO BOX 598 | LEWISTON | NC | 27849 | N/A | PUBLIC CHARITY | OUTRIGHT GRANT FOR GENERAL OPERATING SUPPORT | $45,000 | |
| BERTIE COUNTY YMCA INC | ||||||||
| 1102 N KING STREET | WINDSOR | NC | 27983 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT (15,000 CHALLENGE; 60,000 OUTRIGHT) | $75,000 | |
| BIG BROTHERS BIG SISTERS OF THE TRIANGLE | ||||||||
| 808 AVIATION PKWY SUITE 900 | MORRISVILLE | NC | 27560 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT (25,000 CHALLENGE; 50,000 OUTRIGHT) | $75,000 | |
| BLUE RIBBON COMMISSION | ||||||||
| PO BOX 591 | WILMINGTON | NC | 28401 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT | $20,000 | |
| BOY & GIRLS CLUBS OF THE TAR RIVER REGION | ||||||||
| PO BOX 1622 | ROCKY MOUNT | NC | 27802 | N/A | PUBLIC CHARITY | CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT | $40,000 | |
| BOYS & GIRLS CLUBS OF THE ALBEMARLE | ||||||||
| 824 N OAKUM STREET | EDENTON | NC | 27932 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT (15,000 CHALLENGE; 35,000 OUTRIGHT) | $50,000 | |
| BOYS & GIRLS CLUBS OF THE COASTAL PLAIN | ||||||||
| 621 W FIRE TOWER ROAD | WINTERVILLE | NC | 28590 | N/A | PUBLIC CHARITY | OUTRIGHT GRANT FOR GENERAL OPERATING SUPPORT | $100,000 | |
| BOYS AND GIRLS CLUBS OF NORTH CENTRAL NORTH CAROLINA | ||||||||
| PO BOX 176 | OXFORD | NC | 27565 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT FOR THE KIM TARESCO UNIT CLUB | $60,000 | |
| BOYS AND GIRLS HOMES OF NC | ||||||||
| PO BOX 127 | LAKE WACCAMAW | NC | 28450 | N/A | PUBLIC CHARITY | CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT | $75,000 | |
| BUTLER AVENUE ELEMENTARY SCHOOL | ||||||||
| 301 WEST BUTLER AVENUE | CLINTON | NC | 27328 | N/A | EDUCATIONAL INSTITUT | LOVE OF LEARNING GRANTS APRIL LEWIS-SKATING INTO A MAGICAL ADVENTURE AT ENCANTO ON ICE | $2,032 | |
| BUTLER AVENUE ELEMENTARY SCHOOL | ||||||||
| 301 WEST BUTLER AVENUE | CLINTON | NC | 27328 | N/A | EDUCATIONAL INSTITUT | LOVE OF LEARNING GRANTS APRIL LEWIS-LIONS AND TIGERS AND BEARS.OH MY! BUTLER AVENUE MULTILINGUAL LEARNERS | $2,473 | |
| CAITLIN BRITTANY JOYNER | ||||||||
| 371 S MCCULLEN ROAD | CLINTON | NC | 28328 | NONE | INDIVIDUAL | TEACHER FELLOWSHIP | $8,000 | |
| CAMPBELL UNIVERSITY OFFICE OF INSTITUTIONAL ADVANCEMENT | ||||||||
| PO BOX 26 | BUIES CREEK | NC | 27506 | N/A | EDUCATIONAL INSTITUT | TO SUPPORT THE LAUNCH OF COLLABORATIVE TUTORING CENTER AT DUNN ELEMENTARY SCHOOL (50,000 OUTRIGHT; 25,000 CHALLENGE) | $75,000 | |
| CAMPBELL UNIVERSITY | ||||||||
| PO BOX 26 | BUIES CREEK | NC | 27506 | N/A | EDUCATIONAL INSTITUT | GRANTS FOR GENERAL OPERATING SUPPORT (239,850 YEAR TWO OF A TWO YEAR GRANT; 318,713 YEAR ONE OF A TWO YEAR GRANT) | $558,563 | |
| CAPE FEAR REGIONAL THEATER | ||||||||
| 1209 HAY STREET | FAYETTEVILLE | NC | 28305 | N/A | PUBLIC CHARITY | OUTRIGHT GRANT FOR GENERAL OPERATING SUPPORT | $50,000 | |
| CARLETON COLLEGE | ||||||||
| ONE NORTH COLLEGE STREET | NORTHFIELD | MN | 55057 | NONE | INDIVIDUAL | SCHOLARSHIP FOR ISAIAH HARRIS | $15,000 | |
| CENTER FOR COMMUNITY SELF-HELP | ||||||||
| PO BOX 3619 | DURHAM | NC | 27702 | N/A | PUBLIC CHARITY | TO SUPPORT THE ROCKY MOUNT AFFORDABLE HOUSING INITIATIVE | $300,000 | |
| CENTER FOR SCIENCE & TECH LEADERSHIP | ||||||||
| PO BOX 165 | BETHEL | NC | 27812 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT (5,000 CHALLENGE; 25,000 OUTRIGHT) | $30,000 | |
| CITI CARD SERVICES | ||||||||
| PO BOX 9001037 | LOUISVILLE | KY | 40290 | NONE | INDIVIDUAL | EXPENSES FOR COLLEGE INTERVIEWS, VISITS, SCHOLARSHIPS AND BOOKS | $30,860 | |
| CLINTON HIGH SCHOOL | ||||||||
| 340 INDIAN TOWN ROAD | CLINTON | NC | 28328 | N/A | EDUCATIONAL INSTITUT | LOVE OF LEARNING GRANTS GEOFFREY TART-LEARNERS GOTTA USE WHAT THEY LEARN | $3,000 | |
| CLINTON HIGH SCHOOL | ||||||||
| 340 INDIAN TOWN ROAD | CLINTON | NC | 28328 | N/A | EDUCATIONAL INSTITUT | LOVE OF LEARNING GRANTS STEPHANIE CARTER-GALVANIZING EDUCATION | $3,000 | |
| CLINTON HIGH SCHOOL | ||||||||
| 340 INDIAN TOWN ROAD | CLINTON | NC | 28328 | N/A | EDUCATIONAL INSTITUT | LOVE OF LEARNING GRANTS TRACY HATCHER: LEARNING LIFE SKILLS IN FOODS I | $2,400 | |
| COMMUNITIES SUPPORTING SCHS OF WAYNE CTY | ||||||||
| 308 N WILLIAMS STREET | GOLDSBORO | NC | 27530 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT (15,000 CHALLENGE; 30,000 OUTRIGHT) | $45,000 | |
| CONNECT COMMUNITY INC | ||||||||
| 210 E 2ND STREET SUITE 201 | LUMBERTON | NC | 28358 | N/A | PUBLIC CHARITY | OUTRIGHT GRANT FOR GENERAL OPERATING SUPPORT | $37,000 | |
| CORE | ||||||||
| 910 N HILL STREET | LOS ANGELES | CA | 90012 | N/A | PUBLIC CHARITY | CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT | $5,000 | |
| DISTRICT C | ||||||||
| 2411 ENVIRON WAY | CHAPEL HILL | NC | 27517 | NONE | INDIVIDUAL | TEACHER STIPENDS | $60,000 | |
| DIX PARK CONSERVANCY PLANNING & DEVEL FD | ||||||||
| PO BOX 28575 | RALEIGH | NC | 27611 | N/A | PUBLIC CHARITY | GRANTS FOR GENERAL OPERATING SUPPORT | $200,000 | |
| DRESS FOR SUCCESS TRIANGLE | ||||||||
| 1815 TILLERY PLACE SUITE 105 | RALEIGH | NC | 27604 | N/A | PUBLIC CHARITY | GRANTS FOR GENERAL OPERATING SUPPORT (50,000 OUTRIGHT; 2,760 MATCHING) | $52,760 | |
| EDGECOMBE COUNTY PUBLIC SCHOOL FOUNDATION | ||||||||
| PO BOX 7128 | TARBORO | NC | 27886 | N/A | EDUCATIONAL INSTITUT | GRANTS FOR GENERAL OPERATING SUPPORT (110,000 OUTRIGHT; 30,000 CHALLENGE) | $140,000 | |
| EDUCATIONNC | ||||||||
| PO BOX 1636 | RALEIGH | NC | 27602 | N/A | PUBLIC CHARITY | YEAR ONE OF TWO YEAR GRANT FOR GENERAL OPERATING SUPPORT | $135,000 | |
| ENVIRONMENTAL DEFENSE FUND | ||||||||
| 257 PARK AVENUE SOUTH 17TH FLOOR | NEW YORK | NY | 10010 | N/A | PUBLIC CHARITY | OUTRIGHT GRANT FOR GENERAL OPERATING SUPPORT | $150,000 | |
| EYES ON MAIN STREET | ||||||||
| 210 MOSS STREET | WILSON | NC | 27893 | N/A | PUBLIC CHARITY | GRANTS FOR GENERAL OPERATING SUPPORT (12,500 OUTRIGHT; 6,000 CHALLENGE) | $18,500 | |
| FAYETTEVILLE AREA INASMUCH | ||||||||
| 531 HILLSBORO STREET | FAYATTEVILLE | NC | 28301 | N/A | PUBLIC CHARITY | OUTRIGHT GRANT FOR GENERAL OPERATING SUPPORT | $30,000 | |
| FAYETTEVILLE STATE UNIVERSITY FOUNDATION | ||||||||
| 1200 MURCHISON ROAD | FAYETTEVILLE | NC | 28301 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT (1,823,747 YEAR TWO OF MULTI-YEAR GRANT; 125,000 CHALLENGE GRANT) | $1,948,747 | |
| FOOD BANK OF CENTRAL & EASTERN NC | ||||||||
| 1924 CAPITAL BLVD | RALEIGH | NC | 27604 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT (100,000 TO FUND REFRIGERATOR TRUCK; 5,000 OUTRIGHT) | $105,000 | |
| FOUNDATION FOR FARMWORKERS | ||||||||
| 1001 CONNECTICUT AVE NW STE 220 | WASHINGTON | DC | 20036 | N/A | PUBLIC CHARITY | GRANTS FOR GENERAL OPERATING SUPPORT (15,000 OUTRIGHT; 5,000 CHALLENGE) | $20,000 | |
| FRENCH CULTURAL INSTITUTE | ||||||||
| 4512 SANDRIDGE CT | RALEIGH | NC | 27612 | N/A | PUBLIC CHARITY | OUTRIGHT GRANT FOR GENERAL OPERATING SUPPORT | $5,000 | |
| FRENCH CULTURAL INSTITUTE | ||||||||
| 4512 SANDRIDGE CT | RALEIGH | NC | 27612 | N/A | PUBLIC CHARITY | TO FUND DOWNPAYMENT ON NEW CULTURAL INSTITUTE OF FRANCE LOCATION | $125,000 | |
| FRIENDS OF THE MUSEUM OF NATURAL SCIENCES | ||||||||
| PO BOX 26928 | RALEIGH | NC | 27611 | N/A | PUBLIC CHARITY | LOVE OF LEARNING GRANTS YOUR NATURE NEIGHBORHOOD EDUCATOR WORKSHOPS FOR 16 TEACHERS - HELMS NATURE PRESERVE | $3,000 | |
| FRIENDS OF THE MUSEUM OF NATURAL SCIENCES | ||||||||
| PO BOX 26928 | RALEIGH | NC | 27611 | N/A | PUBLIC CHARITY | OUTRIGHT GRANT FOR GENERAL OPERATING SUPPORT | $9,900 | |
| FRIENDS OF THE MUSEUM OF NATURAL SCIENCES | ||||||||
| PO BOX 26928 | RALEIGH | NC | 27611 | N/A | PUBLIC CHARITY | LOVE OF LEARNING GRANTS FOR SIX TEACHERS | $20,500 | |
| FURMAN UNIVERSITY | ||||||||
| 3300 POINSETT HIGHWAY | GREENVILLE | SC | 29613 | NONE | INDIVIDUAL | SCHOLARSHIP FOR YAQUELIN ALVARADO ANTUNEZ | $19,892 | |
| GIRL SCOUTS OF THE COASTAL PINES | ||||||||
| 6901 PINECREST ROAD | RALEIGH | NC | 27613 | N/A | PUBLIC CHARITY | YEAR ONE OF MULTI-YEAR GRANT TO EXPAND THE COMMUNITY ENGAGEMENT PROGRAM | $152,000 | |
| GO GLOBAL NC | ||||||||
| PO BOX 13628 | PARK | NC | 27709 | N/A | PUBLIC CHARITY | OUTRIGHT GRANT FOR GENERAL OPERATING SUPPORT | $52,500 | |
| HAMPDEN-SYDNEY COLLEGE | ||||||||
| PO BOX 127 | HAMPDENSYDNEY | VA | 23943 | NONE | INDIVIDUAL | SCHOLARSHIP FOR JAMES SILLS | $5,000 | |
| HARGROVE ELEMENTARY SCHOOL | ||||||||
| 7725 FAISON HWY | FAISON | NC | 28341 | N/A | EDUCATIONAL INSTITUT | LOVE OF LEARNING GRANTS LAUREN STRICKLAND-LIBRARIANS LEARN TOO | $1,038 | |
| HEARTS AND HANDS FOR HAITI | ||||||||
| 6612 CREEDMOOR ROAD | RALEIGH | NC | 27613 | N/A | PUBLIC CHARITY | OUTRIGHT GRANT FOR GENERAL OPERATING SUPPORT | $89,900 | |
| HEATHER B KNOWLES | ||||||||
| 211 ELWOOD LANE | WALLACE | NC | 28466 | NONE | INDIVIDUAL | TEACHER STIPEND | $500 | |
| HOBBTON HIGH SCHOOL | ||||||||
| 12201 HOBBTON HWY | NEWTON GROVE | NC | 28366 | N/A | EDUCATIONAL INSTITUT | LOVE OF LEARNING GRANTS ALI HICKS - HOBBTON FFA TAKES ON NATIONAL CONVENTION | $3,000 | |
| HOBBTON HIGH SCHOOL | ||||||||
| 12201 HOBBTON HWY | NEWTON GROVE | NC | 28366 | N/A | EDUCATIONAL INSTITUT | LOVE OF LEARNING GRANTS ANGELA MARTIN - LET'S SEE THE WORLD FROM THE STAGE | $3,000 | |
| HOBBTON HIGH SCHOOL | ||||||||
| 12201 HOBBTON HWY | NEWTON GROVE | NC | 28366 | N/A | EDUCATIONAL INSTITUT | LOVE OF LEARNING GRANTS CARLA SUTTON-NOS ENCANTA LEER (WE LOVE READING) | $2,062 | |
| HOBBTON HIGH SCHOOL | ||||||||
| 12201 HOBBTON HWY | NEWTON GROVE | NC | 28366 | N/A | EDUCATIONAL INSTITUT | LOVE OF LEARNING GRANTS JENNIFER JACKSON-ART BEHIND THE SCENES #3 | $3,000 | |
| HOBBTON HIGH SCHOOL | ||||||||
| 12201 HOBBTON HWY | NEWTON GROVE | NC | 28366 | N/A | EDUCATIONAL INSTITUT | LOVE OF LEARNING GRANTS JOHNNY JESSUP-HOBBTON TAKES ON MEGA PROJECT | $3,000 | |
| HOBBTON HIGH SCHOOL | ||||||||
| 12201 HOBBTON HWY | NEWTON GROVE | NC | 28366 | N/A | EDUCATIONAL INSTITUT | LOVE OF LEARNING GRANTS KAREN TYLER-SEE HOW THEY LEARN: LEARNING THROUGH PLAY | $800 | |
| HOBBTON HIGH SCHOOL | ||||||||
| 12201 HOBBTON HWY | NEWTON GROVE | NC | 28366 | N/A | EDUCATIONAL INSTITUT | LOVE OF LEARNING GRANTS RAGAN PEARSON-HITTING THE ROAD TO EXPLORE AMERICAN HISTORY | $3,000 | |
| HOBBTON HIGH SCHOOL | ||||||||
| 12201 HOBBTON HWY | NEWTON GROVE | NC | 28366 | N/A | EDUCATIONAL INSTITUT | LOVE OF LEARNING GRANTS STEPHANIE GOETHIE-HOBBTON SUMMER ENRICHMENT PROGRAM | $3,000 | |
| HOBBTON HIGH SCHOOL | ||||||||
| 12201 HOBBTON HWY | NEWTON GROVE | NC | 28366 | N/A | EDUCATIONAL INSTITUT | LOVE OF LEARNING GRANTS STEPHANIE SULLIVAN-BIG APPLE, BEHIND THE SCENES | $3,000 | |
| HOBBTON HIGH SCHOOL | ||||||||
| 12201 HOBBTON HWY | NEWTON GROVE | NC | 28366 | N/A | EDUCATIONAL INSTITUT | LOVE OF LEARNING GRANTS WE'RE ALL IN THIS TOGETHER - BRINGING SAMPSON COUNTY TOGETHER THROUGH THE ALL-COUNTY MUSICAL | $3,000 | |
| HOLLINS UNIVERSITY | ||||||||
| PO BOX 9658 | ROANOKE | VA | 24020 | NONE | INDIVIDUAL | SCHOLARSHIP FOR ARIANA ROMERO | $17,845 | |
| HOLLINS UNIVERSITY | ||||||||
| PO BOX 9658 | ROANOKE | VA | 24020 | NONE | INDIVIDUAL | SCHOLARSHIP FOR HEIDI WETTIG | $22,850 | |
| HOLLINS UNIVERSITY | ||||||||
| PO BOX 9658 | ROANOKE | VA | 24020 | NONE | INDIVIDUAL | SCHOLARSHIP FOR JENNIFER MORENO-GOMEZ | $17,634 | |
| HOLLINS UNIVERSITY | ||||||||
| PO BOX 9658 | ROANOKE | VA | 24020 | NONE | INDIVIDUAL | SCHOLARSHIP FOR LILIBETH AZARTE | $18,810 | |
| HOLLINS UNIVERSITY | ||||||||
| PO BOX 9658 | ROANOKE | VA | 24020 | NONE | INDIVIDUAL | SCHOLARSHIP FOR MS. ABIGAIL WETTIG | $21,735 | |
| HOLLINS UNIVERSITY | ||||||||
| PO BOX 9658 | ROANOKE | VA | 24020 | NONE | INDIVIDUAL | SCHOLARSHIP FOR MS. LAUREN A NUNEZ | $32,380 | |
| HOLLINS UNIVERSITY | ||||||||
| PO BOX 9658 | ROANOKE | VA | 24020 | NONE | INDIVIDUAL | SCHOLARSHIP FOR PRISCILA SANTIAGO HERNANDEZ | $10,217 | |
| HOLLINS UNIVERSITY | ||||||||
| PO BOX 9658 | ROANOKE | VA | 24020 | NONE | INDIVIDUAL | SCHOLARSHIP FOR PRISCILLA SANTIAGO HERNANDEZ | $9,991 | |
| INTERFAITH PRISON MINISTRY FOR WOMEN | ||||||||
| 112 SOUTH SALISBURY STREET | RALEIGH | NC | 27601 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT (INSTALLMENT 2 OF 2) | $900,000 | |
| IPAS | ||||||||
| PO BOX 9990 | CHAPEL HILL | NC | 27515 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT | $225,000 | |
| JAMES SPRUNT COM COLLEGE FOUNDATION | ||||||||
| PO BOX 398 | KENANSVILLE | NC | 28349 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT | $125,000 | |
| JANELLE A COCHRAN | ||||||||
| 1105 WHISKER LAKE DRIVE | FAYETTEVILLE | NC | 28312 | NONE | INDIVIDUAL | TEACHER FELLOWSHIP | $8,000 | |
| JENNIFER MORENO GOMEZ | ||||||||
| 7916 WILLIAMSON ROAD | ROANOKE | VA | 24020 | NONE | INDIVIDUAL | INTERNSHIP FUNDING | $1,680 | |
| LAKEWOOD HIGH SCHOOL | ||||||||
| 245 LAKEWOOD SCHOOL ROAD | SALEMBURG | NC | 28385 | N/A | EDUCATIONAL INSTITUT | LOVE OF LEARNING GRANTS BRANDON POWELL - FBLA CHARLOTTE TRIP | $3,000 | |
| LAKEWOOD HIGH SCHOOL | ||||||||
| 245 LAKEWOOD SCHOOL ROAD | SALEMBURG | NC | 28385 | N/A | EDUCATIONAL INSTITUT | LOVE OF LEARNING GRANTS CHRISTOPHER HICKS NAT FFA CONVENTION | $3,000 | |
| LAKEWOOD HIGH SCHOOL | ||||||||
| 245 LAKEWOOD SCHOOL ROAD | SALEMBURG | NC | 28385 | N/A | EDUCATIONAL INSTITUT | LOVE OF LEARNING GRANTS HILLARY SIMPSON - BEGINNING WITH BRAILLE | $420 | |
| LAKEWOOD HIGH SCHOOL | ||||||||
| 245 LAKEWOOD SCHOOL ROAD | SALEMBURG | NC | 28385 | N/A | EDUCATIONAL INSTITUT | LOVE OF LEARNING GRANTS JAIMIE KELLY:CHILD DEVELOPMENT & CHILDREN WITH SPECIAL NEEDS | $2,795 | |
| L'ECOLE-FRENCH SCHOOL OF RALEIGH | ||||||||
| 5510 MUNFORD ROAD | RALEIGH | NC | 27612 | N/A | PUBLIC CHARITY | OUTRIGHT GRANT FOR GENERAL OPERATING SUPPORT | $30,000 | |
| LENOIR COMMUNITY COLLEGE FOUNDATION INC | ||||||||
| PO BOX 188 | KINSTON | NC | 28502 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT (25,000 CHALLENGE; 125,000 OUTRIGHT) | $150,000 | |
| LESLEY B BOWDEN | ||||||||
| 2268 STRAW POND SCHOOL ROAD | ROSEBORO | NC | 28382 | NONE | INDIVIDUAL | TEACHER FELLOWSHIP | $8,000 | |
| LILIBETH ARZATE | ||||||||
| 816 MAYNARD ROAD | GODWIN | NC | 28344 | NONE | INDIVIDUAL | INTERNSHIP FUNDING | $3,920 | |
| LIPSCOMB UNIVERSITY | ||||||||
| ONE UNIVERSITY PARK DRIVE | NASHVILLE | TN | 37204 | NONE | INDIVIDUAL | SCHOLARSHIP FOR CRISTIAN RAMIRES | $13,348 | |
| LIPSCOMB UNIVERSITY | ||||||||
| ONE UNIVERSITY PARK DRIVE | NASHVILLE | TN | 37204 | NONE | INDIVIDUAL | SCHOLARSHIP FOR JOHN CRUZ | $40,908 | |
| LYCOMING COLLEGE | ||||||||
| ONE COLLEGE PLACE | WILLIAMSPORT | PA | 17701 | NONE | INDIVIDUAL | SCHOLARSHIP FOR DIOSELYN BANOS | $12,691 | |
| MANHATTAN COLLEGE BURSAR | ||||||||
| 4513 MANHATTAN COLLEGE PKWY | RIVERDALE | NY | 10471 | NONE | INDIVIDUAL | SCHOLARSHIP FOR ARACELY FLORES-HERRERA | $39,385 | |
| MANHATTAN COLLEGE BURSAR | ||||||||
| 4513 MANHATTAN COLLEGE PKWY | RIVERDALE | NY | 10471 | NONE | INDIVIDUAL | SCHOLARSHIP FOR FERNANDA GARCIA | $30,105 | |
| MANHATTAN COLLEGE BURSAR | ||||||||
| 4513 MANHATTAN COLLEGE PKWY | RIVERDALE | NY | 10471 | NONE | INDIVIDUAL | SCHOLARSHIP FOR JAIME CORTES DIAZ | $35,065 | |
| MANHATTAN COLLEGE BURSAR | ||||||||
| 4513 MANHATTAN COLLEGE PKWY | RIVERDALE | NY | 10471 | NONE | INDIVIDUAL | SCHOLARSHIP FOR NAOMY G. GUERRERO FLORES | $30,752 | |
| MEANINGFUL INDUSTRIES COLLABORATIVE | ||||||||
| 312 ST ANDREWS STREET | TARBORO | NC | 27886 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT (5,000 CHALLENGE; 32,000 OUTRIGHT) | $37,000 | |
| MEPHIBOSHETH PROJECT INC | ||||||||
| PO BOX 11418 | GOLDSBORO | NC | 27532 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT | $20,000 | |
| MICHAEL'S ANGELS GIRLS CLUB | ||||||||
| 214 N MAIN STREET | TARBORO | NC | 27886 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT (5,000 CHALLENGE; 25,000 OUTRIGHT) | $30,000 | |
| MIDWAY ELEMENTARY SCHOOL | ||||||||
| 15375 SPIVEYS CORNER HIGHWAY | DUNN | NC | 28334 | N/A | EDUCATIONAL INSTITUT | LOVE OF LEARNING GRANTS JULMAR AREVALO - LEARNING ABOUT CULTURES & CUSTOMS | $1,870 | |
| MIDWAY HIGH SCHOOL | ||||||||
| 15274 SPIVEYS CORNER RD | NEWTON GROVE | NC | 28366 | N/A | EDUCATIONAL INSTITUT | LOVE OF LEARNING GRANTS BETTY LAWSON-OLD SALEM AND BILTMORE ESTATE | $3,000 | |
| MIDWAY HIGH SCHOOL | ||||||||
| 15274 SPIVEYS CORNER RD | NEWTON GROVE | NC | 28366 | N/A | EDUCATIONAL INSTITUT | LOVE OF LEARNING GRANTS BEVERLY BREWER-EXPLORE COLONIAL WILLIAMSBURG, JAMESTOWN & YORKTOWN | $3,000 | |
| MIDWAY HIGH SCHOOL | ||||||||
| 15274 SPIVEYS CORNER RD | NEWTON GROVE | NC | 28366 | N/A | EDUCATIONAL INSTITUT | LOVE OF LEARNING GRANTS JANELLE COCHRAN-CHAMPIONS ON THE MOVE!! | $3,000 | |
| MIDWAY HIGH SCHOOL | ||||||||
| 15274 SPIVEYS CORNER RD | NEWTON GROVE | NC | 28366 | N/A | EDUCATIONAL INSTITUT | LOVE OF LEARNING GRANTS JESSE SHELTON-DISCOVERING INSTRUMENTAL MUSIC BEYOND SPIVEYS CORNER | $3,000 | |
| MIDWAY HIGH SCHOOL | ||||||||
| 15274 SPIVEYS CORNER RD | NEWTON GROVE | NC | 28366 | N/A | EDUCATIONAL INSTITUT | LOVE OF LEARNING GRANTS JESSE SHELTON-UPGRADING OUR RHYTHM | $2,837 | |
| MIDWAY HIGH SCHOOL | ||||||||
| 15274 SPIVEYS CORNER RD | NEWTON GROVE | NC | 28366 | N/A | EDUCATIONAL INSTITUT | LOVE OF LEARNING GRANTS JOSH TEW-DISCOVERING CHORAL MUSIC BEYOND SPIVEYS CORNER | $3,000 | |
| MIDWAY HIGH SCHOOL | ||||||||
| 15274 SPIVEYS CORNER RD | NEWTON GROVE | NC | 28366 | N/A | EDUCATIONAL INSTITUT | LOVE OF LEARNING GRANTS JOSHUA TEW-BRINGING LOCAL INSPIRATION INTO THE CLASSROOM | $3,000 | |
| MIDWAY HIGH SCHOOL | ||||||||
| 15274 SPIVEYS CORNER RD | NEWTON GROVE | NC | 28366 | N/A | EDUCATIONAL INSTITUT | LOVE OF LEARNING GRANTS NATHALIE JONES-DISTRICT C TEAMSHIP EXPERIENCE | $1,500 | |
| MIDWAY MIDDLE SCHOOL | ||||||||
| 1115 ROBERTS GROVE ROAD | DUNN | NC | 28334 | N/A | EDUCATIONAL INSTITUT | LOVE OF LEARNING GRANTS ANGELA TURLINGTON-POE LEASE HELP US SEE POE | $3,000 | |
| MIDWAY MIDDLE SCHOOL | ||||||||
| 1115 ROBERTS GROVE ROAD | DUNN | NC | 28334 | N/A | EDUCATIONAL INSTITUT | LOVE OF LEARNING GRANTS LESLEY STEWART-JOURNAL JUNKIES | $1,416 | |
| MOTHERS AND THEIR CHILDREN | ||||||||
| PO BOX 14469 | RALEIGH | NC | 27620 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT OF THE MATCH PROGRAM | $17,500 | |
| N C OUTWARD BOUND SCHOOL | ||||||||
| 2582 RICEVILLE RD | ASHEVILLE | NC | 28805 | NONE | INDIVIDUAL | SCHOLARSHIP FOR 8 STUDENTS | $28,925 | |
| NAOMY GUADALUPE GUERRO FLORES | ||||||||
| PO BOX 1473 | CLINTON | NC | 28329 | NONE | INDIVIDUAL | INTERNSHIP FUNDING | $2,240 | |
| NC BUSINESS LEADERS FOR EDUCATION | ||||||||
| 501 SAS CAMPUS DR BUILDING V | CARY | NC | 27513 | N/A | PUBLIC CHARITY | OUTRIGHT GRANT FOR GENERAL OPERATING SUPPORT | $40,000 | |
| NC COASTAL FEDERATION | ||||||||
| 3609 HIGHWAY 24 OCEAN | NEWPORT | NC | 28570 | N/A | PUBLIC CHARITY | CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT | $100,000 | |
| NC RURAL CENTER | ||||||||
| 4021 CARYA DRIVE SUITE 160 | RALEIGH | NC | 27610 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT | $25,000 | |
| NC SYMPHONY | ||||||||
| 3700 GLENWOOD AVENUE SUITE 130 | RALEIGH | NC | 27612 | N/A | PUBLIC CHARITY | GRANTS FOR GENERAL OPERATING SUPPORT (1,500 MATCHING; 52,500 OUTRIGHT) | $54,000 | |
| NCSU FOUNDATION INC | ||||||||
| CAMPUS BOX 7474 | RALEIGH | NC | 27695 | N/A | EDUCATIONAL INSTITUT | 50,000 OUTRIGHT GRANT FOR COASTAL DYNAMICS DESIGN LAB; 100,883 OUTRIGHT; 5,000 TO SUPPORT INSTITUTE FOR EMERGING ISSUES) | $155,883 | |
| NEW BERN PRESERVATION FOUNDATION | ||||||||
| 502 CRAVEN STREET | NEW BERN | NC | 28560 | N/A | PUBLIC CHARITY | GRANTS FOR GENERAL OPERATING SUPPORT (50,000 OUTRIGHT; 25,000 CHALLENGE) | $75,000 | |
| NEW RIVER YMCA | ||||||||
| 159 CHANEY AVENUE | JACKSONVILLE | NC | 28540 | N/A | PUBLIC CHARITY | GRANTS FOR GENERAL OPERATING SUPPORT (35,000 OUTRIGHT; 15,000 CHALLENGE) | $50,000 | |
| NORTH CAROLINA CENTRAL UNIV FOUNDATION | ||||||||
| PO BOX 52466 | DURHAM | NC | 27717 | N/A | EDUCATIONAL INSTITUT | MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT OF THE REAL ESTATE CONCENTRATION MBA PROGRAM (INSTALLMENT 2 OF 4 YEAR INSTALLMENT) | $25,000 | |
| NORTH CAROLINA CIVIL WAR HISTORY CENTER | ||||||||
| 824 BRANSON STREET | FAYETTEVILLE | NC | 28305 | N/A | PUBLIC CHARITY | OUTRIGHT GRANT FOR GENERAL OPERATING SUPPORT | $125,000 | |
| NORTH CAROLINA MUSEUM OF ART FOUNDATION | ||||||||
| 2110 BLUE RIDGE ROAD | RALEIGH | NC | 27607 | N/A | PUBLIC CHARITY | MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT OF NEW ARTIST RESIDENCY PROGRAM (INSTALLMENTS 2 AND 3 OF 3 YEAR GRANT) | $222,108 | |
| NORTH CAROLINA OFFICE OF STRATEGIC PARTNERSHIPS | ||||||||
| 20320 MAIL SERVICE CENTER | RALEIGH | NC | 27699 | N/A | PUBLIC CHARITY | YEAR 1 OF 3 YEAR GRANT FOR GENERAL OPERATING SUPPORT | $75,000 | |
| NORTH CAROLINA STATE UNIVERSITY | ||||||||
| CAMPUS BOX 7474 | RALEIGH | NC | 27695 | N/A | EDUCATIONAL INSTITUT | GRANT FOR GENERAL OPERATING SUPPORT | $65,000 | |
| OHIO WESLEYAN UNIVERSITY | ||||||||
| PO BOX 676 | DELAWARE | OH | 43015 | NONE | INDIVIDUAL | SCHOLARSHIP FOR NATHAN ZUNIGA | $26,518 | |
| ONE PLACE | ||||||||
| 900 DENNIS ROAD | JACKSONVILLE | NC | 28546 | N/A | PUBLIC CHARITY | CHALLENGE GRANT TO SUPPORT CAPITAL INFRASTRUCTURE NEEDS | $100,000 | |
| ONE PLACE | ||||||||
| 900 DENNIS ROAD | JACKSONVILLE | NC | 28546 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT | $100,000 | |
| ORMOND CENTER DUKE DIVINITY SCHOOL | ||||||||
| 407 CHAPEL DRIVE | DURHAM | NC | 27708 | N/A | EDUCATIONAL INSTITUT | GRANTS FOR GENERAL OPERATING SUPPORT (30,000 OUTRIGHT; 5,000 CHALLENGE) | $35,000 | |
| PAVE SE RALEIGH CHARTER SCHOOL INC | ||||||||
| 3420 IDLEWOOD VILLAGE DRIVE | RALEIGH | NC | 27610 | N/A | EDUCATIONAL INSTITUT | CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT | $100,000 | |
| PEACEMAKERS OF ROCKY MOUNT | ||||||||
| 2221 WEST RALEIGH BLVD | ROCKY MOUNT | NC | 27803 | N/A | PUBLIC CHARITY | GRANTS FOR GENERAL OPERATING SUPPORT (30,000 CHALLENGE; 20,000 OUTRIGHT) | $50,000 | |
| PRESBYTERIAN COLLEGE | ||||||||
| 503 S BROAD STREET | CLINTON | SC | 29235 | NONE | INDIVIDUAL | SCHOLARSHIP FOR CHARIEL VILLEDA-NUBE | $13,955 | |
| PUBLIC SCHOOL FORUM OF NORTH CAROLINA | ||||||||
| 1017 MAIN CAMPUS DRIVE SUITE 2300 | RALEIGH | NC | 27606 | N/A | PUBLIC CHARITY | GRANTS FOR RURAL TEACHER LEADER NETWORK | $249,165 | |
| RAGAN PEARSON | ||||||||
| 106 REYNARD PATH | CLINTON | NC | 28328 | NONE | INDIVIDUAL | TEACHER STIPEND | $500 | |
| RANDOLPH COLLEGE | ||||||||
| 2500 RIVERMONT AVENUE | LYNCHBURG | VA | 24503 | NONE | INDIVIDUAL | SCHOLARSHIP FOR SCARLETH MEZA | $25,224 | |
| RIPE FOR REVIVAL | ||||||||
| 161 ENGLISH ROAD | ROCKY MOUNT | NC | 27804 | N/A | PUBLIC CHARITY | GRANTS FOR GENERAL OPERATING SUPPORT (50,000 CHALLENGE; 100,000 OUTRIGHT) | $150,000 | |
| ROANOKE COLLEGE | ||||||||
| 221 COLLEGE LANE | SALEM | VA | 24153 | NONE | INDIVIDUAL | SCHOLARSHIP FOR EMMANUEL FERNANDEZ | $15,639 | |
| ROANOKE COLLEGE | ||||||||
| 221 COLLEGE LANE | SALEM | VA | 24153 | NONE | INDIVIDUAL | SCHOLARSHIP FOR FERNANDO ESCOBAR | $28,259 | |
| ROANOKE COLLEGE | ||||||||
| 221 COLLEGE LANE | SALEM | VA | 24153 | NONE | INDIVIDUAL | SCHOLARSHIP FOR KAROL KUSMIERCZUK | $27,012 | |
| ROANOKE ISLAND HISTORICAL ASSN | ||||||||
| 1409 NATIONAL PARK DRIVE | MANTEO | NC | 27954 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT | $100,000 | |
| ROBERT HILL | ||||||||
| 214 HAMILTON DRIVE | CLINTON | NC | 28328 | NONE | INDIVIDUAL | TEACHER FELLOWSHIP | $8,000 | |
| ROBESON COUNTY CHURCH AND COMMUNITY CENTR | ||||||||
| 600 W 5TH STREET | LUMBERTON | NC | 28358 | N/A | PUBLIC CHARITY | GRANTS FOR GENERAL OPERATING SUPPORT (25,000 CHALLENGE; 75,000 OUTRIGHT) | $100,000 | |
| ROBESON COUNTY DISASTER RECOVERY COALITION | ||||||||
| PO BOX 1142 | LUMBERTON | NC | 28359 | N/A | PUBLIC CHARITY | GRANTS FOR GENERAL OPERATING SUPPORT (10,000 CHALLENGE; 40,000 OUTRIGHT) | $50,000 | |
| ROSEBORO ELEMENTARY SCHOOL | ||||||||
| 180 BUTLER ISLAND ROAD | ROSEBORO | NC | 28382 | N/A | EDUCATIONAL INSTITUT | LOVE OF LEARNING GRANTS LAWANNA PARKER-PLAYGROUND EQUIPMENT | $2,000 | |
| SAMPSON COMMUNITY COLLEGE FOUNDATION | ||||||||
| PO BOX 318 | CLINTON | NC | 28328 | N/A | PUBLIC CHARITY | GRANTS FOR GENERAL OPERATING SUPPORT | $165,000 | |
| SAMPSON COUNTY ARTS COUNCIL | ||||||||
| 709 COLLEGE STREET | CLINTON | NC | 28328 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT | $42,500 | |
| SAMPSON HIGH SCHOOL | ||||||||
| 437 ROWAN ROAD | CLINTON | NC | 28328 | N/A | EDUCATIONAL INSTITUT | GRANT TO SUPPORT SAMPSON HIGH SCHOOL RESTORATION (PAID DIRECTLY TO WOOTEN FOR WORK PERFORMED) | $6,876 | |
| SAMPSON MIDDLE SCHOOL | ||||||||
| 1201 W ELIZABETH STREET | CLINTON | NC | 28328 | N/A | EDUCATIONAL INSTITUT | LOVE OF LEARNING GRANTS "WILLIAM KING - ATTENDANCE MATTERS! SWEET SUCCESS!" | $2,000 | |
| SAMPSON MIDDLE SCHOOL | ||||||||
| 1201 W ELIZABETH STREET | CLINTON | NC | 28328 | N/A | EDUCATIONAL INSTITUT | LOVE OF LEARNING GRANTS ACCELARATED DARKHORSES | $3,000 | |
| SAMPSON MIDDLE SCHOOL | ||||||||
| 1201 W ELIZABETH STREET | CLINTON | NC | 28328 | N/A | EDUCATIONAL INSTITUT | LOVE OF LEARNING GRANTS ALENA CHABOT MATH ON THE MOVE | $2,556 | |
| SAMPSON MIDDLE SCHOOL | ||||||||
| 1201 W ELIZABETH STREET | CLINTON | NC | 28328 | N/A | EDUCATIONAL INSTITUT | LOVE OF LEARNING GRANTS CAROLINE LANGSTON: BETTER SEATING + BETTER INCENTIVES = BETTERRESULTS | $2,355 | |
| SAMPSON MIDDLE SCHOOL | ||||||||
| 1201 W ELIZABETH STREET | CLINTON | NC | 28328 | N/A | EDUCATIONAL INSTITUT | LOVE OF LEARNING GRANTS CAROLINE LANGSTON-LOOKING TO THE FUTURE | $1,605 | |
| SAMPSON MIDDLE SCHOOL | ||||||||
| 1201 W ELIZABETH STREET | CLINTON | NC | 28328 | N/A | EDUCATIONAL INSTITUT | LOVE OF LEARNING GRANTS JENNIFER OLIVER-EXPANDING DIVERSITY IN LITERACY | $2,982 | |
| SAMPSON MIDDLE SCHOOL | ||||||||
| 1201 W ELIZABETH STREET | CLINTON | NC | 28328 | N/A | EDUCATIONAL INSTITUT | LOVE OF LEARNING GRANTS LESLIE MATTHIS;NATIONAL SEAPERCH COMPETITION UNIVERSITY OF MARYLAND | $3,000 | |
| SAMPSON MIDDLE SCHOOL | ||||||||
| 1201 W ELIZABETH STREET | CLINTON | NC | 28328 | N/A | EDUCATIONAL INSTITUT | LOVE OF LEARNING GRANTS RON DAVIS-UNLOCKING CREATIVITY | $3,000 | |
| SAMPSON MIDDLE SCHOOL | ||||||||
| 1201 W ELIZABETH STREET | CLINTON | NC | 28328 | N/A | EDUCATIONAL INSTITUT | LOVE OF LEARNING GRANTS SARAH FAISON | $2,000 | |
| SAMPSON MIDDLE SCHOOL | ||||||||
| 1201 W ELIZABETH STREET | CLINTON | NC | 28328 | N/A | EDUCATIONAL INSTITUT | LOVE OF LEARNING GRANTS TEACHERS EXPLORING WASHINGTON DC - JENNIFER OLIVER | $1,675 | |
| SAMPSON MIDDLE SCHOOL | ||||||||
| 1201 W ELIZABETH STREET | CLINTON | NC | 28328 | N/A | EDUCATIONAL INSTITUT | LOVE OF LEARNING GRANTS TEACHERS EXPLORING WASHINGTON DC - LESLIE MATTHIS | $1,675 | |
| SAMPSON MIDDLE SCHOOL | ||||||||
| 1201 W ELIZABETH STREET | CLINTON | NC | 28328 | N/A | EDUCATIONAL INSTITUT | LOVE OF LEARNING GRANTS VEVLYN LOWE: LET'S AUDITION! | $3,000 | |
| SAMPSON MIDDLE SCHOOL | ||||||||
| 1201 W ELIZABETH STREET | CLINTON | NC | 28328 | N/A | EDUCATIONAL INSTITUT | LOVE OF LEARNING GRANTS VEVLYN LOWE-BATTLE OF THE BANDS | $1,882 | |
| SAUL E MESA NUNEZ | ||||||||
| PO BOX 695 | SALEMBURG | NC | 28358 | NONE | INDIVIDUAL | INTERNSHIP FUNDING | $4,000 | |
| SHAWTOWN ALUMNI ASSOCIATION | ||||||||
| PO BOX 1446 | LILLINGTON | NC | 27546 | N/A | EDUCATIONAL INSTITUT | GRANT FOR GENERAL OPERATING SUPPORT (CHALLENGE GRANT) | $50,000 | |
| SIMPLY GIRLS INC | ||||||||
| 406 W BROAD STREET | DUNN | NC | 28334 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT (10,000 MATCHING; 377,200 FOR HOUSE PURCHASE AND RENOVATION; 150,000 INSTALLMENT; 25,000 CHALLENGE) | $562,200 | |
| SOUTHERN PINES LAND AND HOUSING TRUST | ||||||||
| 1250 W NEW YORK AVE | SOUTHERN PINES | NC | 28387 | N/A | PUBLIC CHARITY | CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT | $35,000 | |
| SOUTHWESTERN UNIVERSITY | ||||||||
| PO BOX 770 | GEORGETOWN | TX | 78627 | NONE | INDIVIDUAL | SCHOLARSHIP FOR NANCY MORALES | $27,154 | |
| SPELMAN COLLEGE | ||||||||
| 350 SPELMAN LANE SW | ATLANTA | GA | 30314 | NONE | INDIVIDUAL | SCHOLARSHIP FOR BAYLOR HARRIS | $18,000 | |
| STEPHANIE SULLIVAN | ||||||||
| 1579 SAMPSON ACRES DRIVE | CLINTON | NC | 28328 | NONE | INDIVIDUAL | TEACHER STIPEND | $500 | |
| SUNSET AVENUE SCHOOL | ||||||||
| 505 SUNSET AVENUE | CLINTON | NC | 28328 | N/A | EDUCATIONAL INSTITUT | LOVE OF LEARNING GRANTS ANNA ROUSE-SENSORY OVERLOAD | $1,987 | |
| TEACH FOR AMERICA | ||||||||
| PO BOX 398540 | SAN FRANCISCO | CA | 94139 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT (135,000 CHALLENGE; 285,000 OUTRIGHT) | $420,000 | |
| THE FILLING STATION INC | ||||||||
| PO BOX 222 | POLLOCKSVILLE | NC | 28573 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT (10,000 CHALLENGE; 20,000 OUTRIGHT) | $30,000 | |
| THE MADEIRA SCHOOL | ||||||||
| 8328 GEORGETOWN PIKE | MCLEAN | VA | 22102 | N/A | EDUCATIONAL INSTITUT | GRANT FOR GENERAL OPERATING SUPPORT | $575,740 | |
| THE MADEIRA SCHOOL | ||||||||
| 8328 GEORGETOWN PIKE | MCLEAN | VA | 22102 | N/A | EDUCATIONAL INSTITUT | GRANT FOR GENERAL OPERATING SUPPORT (INSTALLMENT 2 OF 2) | $500,000 | |
| THE OMEGA CENTER | ||||||||
| PO BOX 1371 | NEW BERN | NC | 28563 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT | $30,000 | |
| THE SALVATION ARMY OF ELIZABETH CITY | ||||||||
| PO BOX 1967 | ELIZABETH CITY | NC | 27906 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT | $10,000 | |
| THRIVE SCHOLARS | ||||||||
| 75 FEDERAL STREET | BOSTON | MA | 02110 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT | $150,000 | |
| TRIED BY FIRE | ||||||||
| PO BOX 12691 | NEW BERN | NC | 28560 | N/A | PUBLIC CHARITY | GRANTS FOR GENERAL OPERATING SUPPORT OF MY SISTER'S HOUSE (5,000 CHALLENEGE; 45,000 OUTRIGHT) | $50,000 | |
| TRYON PALACE FOUNDATION | ||||||||
| PO BOX 1007 | NEW BERN | NC | 28563 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT | $85,000 | |
| UNC HEALTH FOUNDATION | ||||||||
| 123 W FRANKLIN STREET SUITE 510 | CHAPEL HILL | NC | 27516 | N/A | PUBLIC CHARITY | GRANT TO SUPPORT INITIATIVE TO ADDRESS HEALTH DISPARITIES IN EASTERN NORTH CAROLINA | $439,000 | |
| UNC PEMBROKE FOUNDATION INC | ||||||||
| PO BOX 1510 | PEMBROKE | NC | 28372 | N/A | EDUCATIONAL INSTITUT | MULTI-YEAR GRANT TO SUPPORT THE FULL LAUNCH OF THE BRAVES SCHOLARS | $658,490 | |
| UNC WORLD VIEW | ||||||||
| CAMPUS BOX 8011 | CHAPEL HILL | NC | 27599 | N/A | EDUCATIONAL INSTITUT | GRANT TO PROVIDE GENERAL OPERATING SUPPORT TO THE DEVELOPING GLOBAL EDUCATORS PROJECT. | $90,000 | |
| UNION ELEMENTARY SCHOOL | ||||||||
| 10400 TAYLORS BRIDGE HWY | CLINTON | NC | 28328 | N/A | EDUCATIONAL INSTITUT | LOVE OF LEARNING GRANTS TAMMY MEJIA-HUBBS FARM | $1,279 | |
| UNION HIGH SCHOOL | ||||||||
| 1189 KADER MERRITT RD | ROSE HILL | NC | 28458 | N/A | EDUCATIONAL INSTITUT | LOVE OF LEARNING GRANTS ASHLEY KNOWLES-CHINESE CULTURAL EXPERIENCE | $3,000 | |
| UNION HIGH SCHOOL | ||||||||
| 1189 KADER MERRITT RD | ROSE HILL | NC | 28458 | N/A | EDUCATIONAL INSTITUT | LOVE OF LEARNING GRANTS HEATHER KNOWLES FROM UHS TO RHSDF | $3,000 | |
| UNION HIGH SCHOOL | ||||||||
| 1189 KADER MERRITT RD | ROSE HILL | NC | 28458 | N/A | EDUCATIONAL INSTITUT | LOVE OF LEARNING GRANTS SUSAN LONG-FORENSIC SCIENCE IMMERSIONS | $2,822 | |
| UNION HIGH SCHOOL | ||||||||
| 1189 KADER MERRITT RD | ROSE HILL | NC | 28458 | N/A | EDUCATIONAL INSTITUT | LOVE OF LEARNING GRANTS SUSAN LONG-HEALTH SCIENCE CAREER EXPLORATIONS | $2,660 | |
| UNIVERSITY OF MT OLIVE | ||||||||
| PO BOX 90 | MOUNT OLIVE | NC | 28365 | N/A | EDUCATIONAL INSTITUT | GRANT TO PROVIDE GENERAL OPERATING SUPPORT FOR THE INAUGURAL YEAR OF UMO READING CLINIC. | $23,000 | |
| VALARIE SUZANNE RICE | ||||||||
| 739 CARTERTOWN ROAD | CLINTON | NC | 28328 | NONE | INDIVIDUAL | TEACHER FELLOWSHIP | $8,000 | |
| VASSAR COLLEGE | ||||||||
| 124 RAYMOND AVENUE BOX 8 | POUGHKEEPSIE | NY | 12604 | NONE | INDIVIDUAL | SCHOLARSHIP FOR ALEXANDER CZARKOWSKI | $5,000 | |
| VEVLYN PARKS LOWE | ||||||||
| 907 LAKEVIEW DRIVE | CLINTON | NC | 28328 | NONE | INDIVIDUAL | TEACHER FELLOWSHIP | $8,000 | |
| VIRGINIA WESLEYAN UNIVERSITY | ||||||||
| 5817 WESLEYAN DRIVE | VIRGINIA BEACH | VA | 23455 | NONE | INDIVIDUAL | SCHOLARSHIP FOR MS. BRIANNY OCAMPO | $11,633 | |
| VOICES TOGETHER | ||||||||
| 88 VILCOM CENTER DRIVE STE 100 | CHAPEL HILL | NC | 27514 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT (50,000 CHALLENGE; 50,000 OUTRIGHT) | $100,000 | |
| WAKE COUNTY BAR ASSOCIATION FOUNDATION | ||||||||
| 712 W NORTH STREET | RALEIGH | NC | 27605 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT (80,000 OUTRIGHT; 2,000 MATCHING) | $82,000 | |
| WAYNE COMMUNITY COLLEGE FOUNDATION | ||||||||
| PO BOX 8002 | GOLDSBORO | NC | 27533 | N/A | EDUCATIONAL INSTITUT | GRANT FOR GENERAL OPERATING SUPPORT | $125,000 | |
| WESTMONT COLLEGE | ||||||||
| 955 LA PAZ ROAD | SANTA BARBARA | CA | 93108 | NONE | INDIVIDUAL | SCHOLARSHIP FOR DAISY FERNANDEZ | $27,005 | |
| WHITTIER COLLEGE | ||||||||
| PO BOX 634 | WHITTIER | CA | 90608 | NONE | INDIVIDUAL | SCHOLARSHIP FOR SUSANA JARAMILLO | $24,205 | |
| WILSON FORWARD | ||||||||
| PO BOX 1764 | WILSON | NC | 27894 | N/A | PUBLIC CHARITY | CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT | $3,000 | |
| YMCA OF SOUTHEASTERN NC | ||||||||
| PO BOX 3467 | WILMINGTON | NC | 28406 | N/A | PUBLIC CHARITY | GRANT FOR SAMPSON COUNTY YMCA 2023 SUPPORT (MULTI-YEAR GRANT) | $250,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,409,677 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (60 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | ||||||||
| 5001 SOUTH MIAMI BOULEVARD SUITE | 300 | DURHAM | NC | 27703 | N/A | PUBLIC CHARITY | MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT (288,000 2024; 185,000 2025) | $473,000 |
| AMERICAN HEART ASSOCIATION | ||||||||
| 5001 SOUTH MIAMI BOULEVARD SUITE | 300 | DURHAM | NC | 27703 | N/A | PUBLIC CHARITY | MULTI-YEAR CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT (50,000 2024; 75,000 2025) | $125,000 |
| ARISE COLLECTIVE | ||||||||
| PO BOX 25901 | RALEIGH | NC | 27611 | N/A | PUBLIC CHARITY | OUTRIGHT GRANT FOR GENERAL OPERATING SUPPORT (1,600,000 2024; 1,450,000 2025; 1,350,000 2026) | $4,400,000 | |
| ARISE COLLECTIVE | ||||||||
| PO BOX 25901 | RALEIGH | NC | 27611 | N/A | PUBLIC CHARITY | GRANT FOR CAPITAL SUPPORT (100,000 2024; 3,100,000 2025) | $3,200,000 | |
| ARISE COLLECTIVE | ||||||||
| PO BOX 25901 | RALEIGH | NC | 27611 | N/A | PUBLIC CHARITY | CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT | $50,000 | |
| BERTIE COUNTY HIVE HOUSE | ||||||||
| PO BOX 598 | LEWISTON | NC | 27849 | N/A | PUBLIC CHARITY | CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT | $10,000 | |
| BEST NC | ||||||||
| 940 NW CARY PARKWAY | CARY | NC | 27513 | N/A | PUBLIC CHARITY | GRANTS FOR TEACHER APPRENTICESHIPS (20,000 CHALLENGE 2024 & 2025; 40,000 OUTRIGHT 2024) | $80,000 | |
| BOY & GIRLS CLUBS OF THE TAR RIVER REGION | ||||||||
| PO BOX 1622 | ROCKY MOUNT | NC | 27802 | N/A | PUBLIC CHARITY | GRANTS FOR GENERAL OPERATING SUPPORT (35,000 OUTRIGHT; 25,000 CHALLENGE) | $60,000 | |
| BOYS & GIRLS CLUBS OF THE COASTAL PLAIN | ||||||||
| 621 W FIRE TOWER ROAD | WINTERVILLE | NC | 28590 | N/A | PUBLIC CHARITY | CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT | $100,000 | |
| CAMPBELL UNIVERSITY | ||||||||
| PO BOX 26 | BUIES CREEK | NC | 27506 | N/A | EDUCATIONAL INSTITUT | GRANT FOR GENERAL OPERATING SUPPORT | $266,553 | |
| CAPE FEAR BOTANICAL GARDEN | ||||||||
| PO BOX 53485 | FAYETTEVILLE | NC | 28305 | N/A | PUBLIC CHARITY | GRANTS FOR GENERAL OPERATING SUPPORT (75,000 OUTRIGHT; 25,000 CHALLENGE) | $100,000 | |
| CAPE FEAR REGIONAL THEATER | ||||||||
| 1209 HAY STREET | FAYETTEVILLE | NC | 28305 | N/A | PUBLIC CHARITY | CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT | $25,000 | |
| CLINTON AREA FOUNDATION FOR EDUCATION | ||||||||
| 1201 W ELIZABETH STREET | CLINTON | NC | 28329 | N/A | EDUCATIONAL INSTITUT | GRANTS FOR DARK HORSE FELLOW PROGRAM (20,000 CHALLENGE 2024; 80,000 OUTRIGHT 2024) | $100,000 | |
| COMMUNITIES SUPPORTING SCHS OF WAYNE CTY | ||||||||
| 308 N WILLIAMS STREET | GOLDSBORO | NC | 27530 | N/A | PUBLIC CHARITY | CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT | $10,000 | |
| CONNECT COMMUNITY INC | ||||||||
| 210 E 2ND STREET SUITE 201 | LUMBERTON | NC | 28358 | N/A | PUBLIC CHARITY | CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT | $2,500 | |
| DISTRICT C | ||||||||
| 2411 ENVIRON WAY | CHAPEL HILL | NC | 27517 | N/A | PUBLIC CHARITY | OUTRIGHT GRANT FOR GENERAL OPERATING SUPPORT (UP TO 120,000) | $120,000 | |
| DRESS FOR SUCCESS TRIANGLE | ||||||||
| 1815 TILLERY PLACE SUITE 105 | RALEIGH | NC | 27604 | N/A | PUBLIC CHARITY | CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT | $25,000 | |
| DUKE UNIVERSITY | ||||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | EDUCATIONAL INSTITUT | GRANTS FOR FELLOWSHIP PROGRAM/COMMUNITY OUTREACH (100,000 2024-2025; 125,000 2026-2027) CHALLENGE | $450,000 | |
| DUKE UNIVERSITY | ||||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | EDUCATIONAL INSTITUT | GRANTS FOR FELLOWSHIP PROGRAM/COMMUNITY OUTREACH (200,000 ANNUALLY 2024-2026) | $600,000 | |
| EDUCATIONNC | ||||||||
| PO BOX 1636 | RALEIGH | NC | 27602 | N/A | PUBLIC CHARITY | MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT (135,000 2024) | $135,000 | |
| ENVIRONMENTAL DEFENSE FUND | ||||||||
| 257 PARK AVENUE SOUTH 17TH FLOOR | NEW YORK | NY | 10010 | N/A | PUBLIC CHARITY | MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT (100,000 CHALLENGE 2024; 150,000 OUTRIGHT 2024) | $250,000 | |
| FAYETTEVILLE AREA INASMUCH | ||||||||
| 531 HILLSBORO STREET | FAYATTEVILLE | NC | 28301 | N/A | PUBLIC CHARITY | CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT | $30,000 | |
| FAYETTEVILLE STATE UNIVERSITY FOUNDATION | ||||||||
| 1200 MURCHISON ROAD | FAYETTEVILLE | NC | 28301 | N/A | PUBLIC CHARITY | MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT (1,948,727 2024; 280,145 2025) | $2,228,872 | |
| FAYETTEVILLE STATE UNIVERSITY FOUNDATION | ||||||||
| 1200 MURCHISON ROAD | FAYETTEVILLE | NC | 28301 | N/A | PUBLIC CHARITY | CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT (125,000 2024) | $125,000 | |
| FOUNDATION FOR FARMWORKERS | ||||||||
| 1001 CONNECTICUT AVE NW STE 220 | WASHINGTON | DC | 20036 | N/A | PUBLIC CHARITY | CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT | $5,000 | |
| GIRL SCOUTS-NORTH CAROLINA COASTAL PINES | ||||||||
| 6901 PINECREST ROAD | RALEIGH | NC | 27613 | N/A | PUBLIC CHARITY | MULTI-YEAR GRANT TO EXPAND THE COMMUNITY ENGAGEMENT PROGRAM (184,000; 2024; 199,000 2025) | $383,000 | |
| GIRL SCOUTS-NORTH CAROLINA COASTAL PINES | ||||||||
| 6901 PINECREST ROAD | RALEIGH | NC | 27613 | N/A | PUBLIC CHARITY | MULTI-YEAR CHALLENGE GRANT TO EXPAND THE COMMUNITY ENGAGEMENT PROGRAM (25,000; 2024; 50,000 2025) | $75,000 | |
| GO GLOBAL NC | ||||||||
| PO BOX 13628 | PARK | NC | 27709 | N/A | PUBLIC CHARITY | CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT | $35,000 | |
| IPAS | ||||||||
| PO BOX 9990 | CHAPEL HILL | NC | 27515 | N/A | PUBLIC CHARITY | CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT | $25,000 | |
| LEAD FOR NORTH CAROLINA (UNC SCHOOL OF GOVERNMENT FOUNDATION) | ||||||||
| KNAPP-SANDERS BUILDING CAMPUS BOX | 3330 | CHAPEL HILL | NC | 27599 | N/A | EDUCATIONAL INSTITUT | GRANT FOR GENERAL OPERATING SUPPORT | $250,000 |
| MDC INC | ||||||||
| 307 W MAIN STREET | DURHAM | NC | 27701 | N/A | PUBLIC CHARITY | MULTI-YEAR GRANT TO SUPPORT TWO FELLOWS PER YEAR IN EASTERN NC (UP TO 75,000 ANNUALLY 2024-2026) | $225,000 | |
| MEPHIBOSHETH PROJECT INC | ||||||||
| PO BOX 11418 | GOLDSBORO | NC | 27532 | N/A | PUBLIC CHARITY | CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT | $5,000 | |
| MOTHERS AND THEIR CHILDREN INC (MATCH) | ||||||||
| PO BOX 14469 | RALEIGH | NC | 27620 | N/A | PUBLIC CHARITY | CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT | $2,500 | |
| NC STATE UNIVERSITY INSTITUTE FOR EMERGING LEADERS | ||||||||
| CAMPUS BOX 7406 | RALEIGH | NC | 27695 | N/A | EDUCATIONAL INSTITUT | OUTRIGHT GRANT FOR GENERAL OPERATING SUPPORT | $5,000 | |
| NC SYMPHONY | ||||||||
| 3700 GLENWOOD AVENUE SUITE 130 | RALEIGH | NC | 27612 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT (2024) | $52,500 | |
| NCSU FOUNDATION INC | ||||||||
| CAMPUS BOX 7474 | RALEIGH | NC | 27695 | N/A | EDUCATIONAL INSTITUT | GRANTS FOR TRANSFORMATIONAL SCHOLARS (1,049,950 2024; 1,049,950 2025; 1,156,900 2026) | $3,532,800 | |
| NCSU FOUNDATION INC | ||||||||
| CAMPUS BOX 7474 | RALEIGH | NC | 27695 | N/A | EDUCATIONAL INSTITUT | GRANTS FOR GENERAL OPERATING SUPPORT (96,000 OUTRIGHT; 12,000 CHALLENGE) | $108,000 | |
| NORTH CAROLINA CENTRAL UNIVERSITY FOUNDATION | ||||||||
| PO BOX 52466 | DURHAM | NC | 27717 | N/A | EDUCATIONAL INSTITUT | MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT FOR MBA PROGRAM (25,000 2024; 25,000 2025) | $50,000 | |
| NORTH CAROLINA CIVIL WAR HISTORY CENTER | ||||||||
| 824 BRANSON STREET | FAYETTEVILLE | NC | 28305 | N/A | PUBLIC CHARITY | MULTI-YEAR CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT (125,000 2024; 150,000 2025; 175,000 2026) | $450,000 | |
| NORTH CAROLINA CIVIL WAR HISTORY CENTER | ||||||||
| 824 BRANSON STREET | FAYETTEVILLE | NC | 28305 | N/A | PUBLIC CHARITY | OUTRIGHT GRANT FOR GENERAL OPERATING SUPPORT (100,000 2024; 75,000 2025) | $175,000 | |
| NORTH CAROLINA OFFICE OF STRATEGIC PARTNERSHIPS | ||||||||
| 20320 MAIL SERVICE CENTER | RALEIGH | NC | 27699 | N/A | PUBLIC CHARITY | MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT (25,000 CHALLENGE 2024 & 2025; 50,000 OUTRIGHT 2024 & 2025) | $150,000 | |
| PUBLIC SCHOOL FORUM | ||||||||
| 1017 MAIN CAMPUS DRIVE SUITE 2300 | RALEIGH | NC | 27606 | N/A | PUBLIC CHARITY | GRANTS FOR RURAL TEACHER LEADER NETWORK (274,000 2024; 129,000 2025) | $403,000 | |
| ROANOKE CHOWAN COMMUNITY HEALTH CENTER | ||||||||
| 120 HEALTH CENTER DRIVE | AHOSKIE | NC | 27910 | N/A | PUBLIC CHARITY | GRANTS FOR GENERAL OPERATING SUPPORT (100,000 OUTRIGHT; 50,000 CHALLENGE) | $150,000 | |
| ROANOKE ISLAND HISTORICAL ASSN | ||||||||
| 1409 NATIONAL PARK DRIVE | MANTEO | NC | 27954 | N/A | PUBLIC CHARITY | CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT | $100,000 | |
| ROBESON COUNTY CHURCH AND COMMUNITY CENTER | ||||||||
| 600 W 5TH STREET | LUMBERTON | NC | 28358 | N/A | PUBLIC CHARITY | GRANTS FOR GENERAL OPERATING SUPPORT (25,000 CHALLENGE 2024 & 2025; 75,000 OUTRIGHT 2024 & 2025) | $200,000 | |
| SAMPSON COMMUNITY COLLEGE FOUNDATION | ||||||||
| PO BOX 318 | CLINTON | NC | 28328 | N/A | PUBLIC CHARITY | GRANTS FOR GENERAL OPERATING SUPPORT (40,000 2024 & 2025) | $80,000 | |
| SAMPSON COMMUNITY COLLEGE FOUNDATION | ||||||||
| PO BOX 318 | CLINTON | NC | 28328 | N/A | PUBLIC CHARITY | GRANTS FOR GENERAL OPERATING SUPPORT (10,000 CHALLENGE) | $10,000 | |
| SHAWTOWN ALUMNI ASSOCIATION | ||||||||
| PO BOX 1446 | LILLINGTON | NC | 27546 | N/A | EDUCATIONAL INSTITUT | GRANT FOR GENERAL OPERATING SUPPORT (CHALLENGE GRANT) | $50,000 | |
| SIMPLY GIRLS INC | ||||||||
| 406 W BROAD STREET | DUNN | NC | 28334 | N/A | PUBLIC CHARITY | GRANTS FOR GENERAL OPERATING SUPPORT (25,000 CHALLENGE 2024; 150,000 OUTRIGHT 2024) | $175,000 | |
| SIMPLY GIRLS INC | ||||||||
| 406 W BROAD STREET | DUNN | NC | 28334 | N/A | PUBLIC CHARITY | CHALLENGE GRANT FOR CAPITAL RENOVATIONS | $25,000 | |
| SOUTHEASTERN LIFE CENTER | ||||||||
| 86 HUNTS DRIVE UNIT 86 | PEMBROKE | NC | 28372 | N/A | PUBLIC CHARITY | GRANTS FOR GENERAL OPERATING SUPPORT (50,000 OUTRIGHT; 25,000 CHALLENGE) | $75,000 | |
| STANLEY COMMUNITY COLLEGE FOUNDATION | ||||||||
| 141 COLLEGE DRIVE | ALBEMARLE | NC | 28001 | N/A | EDUCATIONAL INSTITUT | OUTRIGHT GRANT FOR GENERAL OPERATING SUPPORT | $60,000 | |
| THE CENTER FOR SCIENCE TECHNOLOGY AND LEADERSHIP DEVELOPMENT (BETHEL YOUTH | ||||||||
| PO BOX 165 | BETHEL | NC | 27812 | N/A | PUBLIC CHARITY | CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT | $5,000 | |
| THE OMEGA CENTER | ||||||||
| PO BOX 1371 | NEW BERN | NC | 28563 | N/A | PUBLIC CHARITY | CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT | $10,000 | |
| THRIVE SCHOLARS | ||||||||
| 75 FEDERAL STREET | BOSTON | MA | 02110 | N/A | PUBLIC CHARITY | CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT | $50,000 | |
| TRYON PALACE FOUNDATION | ||||||||
| PO BOX 1007 | NEW BERN | NC | 28563 | N/A | PUBLIC CHARITY | CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT | $35,000 | |
| UNC-PEMBROKE FOUNDATION INC | ||||||||
| PO BOX 1510 | PEMBROKE | NC | 28372 | N/A | EDUCATIONAL INSTITUT | MULTI-YEAR GRANT FOR LAUNCH OF BRAVE SCHOLARS (1,027,240 2024; 150,000 2025) | $1,177,240 | |
| WAKE COUNTY BAR ASSOCIATION FOUNDATION | ||||||||
| 712 W NORTH STREET | RALEIGH | NC | 27605 | N/A | PUBLIC CHARITY | CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT | $25,000 | |
| WAYNE COMMUNITY COLLEGE FOUNDATION | ||||||||
| PO BOX 8002 | GOLDSBORO | NC | 27533 | N/A | EDUCATIONAL INSTITUT | CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT | $25,000 | |
| YMCA OF SOUTHEASTERN NC | ||||||||
| PO BOX 3467 | WILMINGTON | NC | 28406 | N/A | PUBLIC CHARITY | GRANT FOR SAMPSON COUNTY YMCA 2023 SUPPORT (100,000 2024; 50,000 2025; 25,000 2026) | $175,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $21,324,965 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,278,299 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $25,308,024 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $834 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $30,587,157 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $30,587,157 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING FEES | $12,500 | $0 | $12,500 |
| BOOKKEEPING FEES | $44,320 | $0 | $44,320 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (99 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC 2.6% | $508,920 | $489,870 |
| ALTRIA GROUP INC 5.8% | $97,040 | $104,342 |
| AMERICAN EXPRESS 4.05% | $468,884 | $494,890 |
| AMERITECH CAP FDG CORP 6.875% | $327,637 | $314,415 |
| ANALOG DEVICES IN 4.5% | $304,734 | $274,574 |
| BANK AMER CORP 4.0% | $244,138 | $251,066 |
| BANK AMER CORP 4.183% | $543,112 | $488,418 |
| BANK AMER CORP 7.0% | $100,000 | $106,584 |
| BANK AMER CORP MED TERM SR NTS | $200,000 | $202,678 |
| BB&T CORP 3.875% | $257,093 | $236,801 |
| BELLSOUTH TELECOMMUNICATIONS INC 7% | $422,194 | $415,261 |
| BOA FIN LLC MED TERM NTS 5% | $250,000 | $251,701 |
| BOSTON UNIV 5.2% | $253,669 | $261,528 |
| BROOKFIELD FIN INC 4.85% | $504,209 | $503,548 |
| CAPITAL ONE FINL CORP 4.985% | $503,471 | $505,179 |
| CARDINAL HEALTH INC 3.5% | $512,594 | $493,684 |
| CBRE SVCS INC 4.875% | $510,375 | $507,817 |
| CH ROBINSON WORLDWIDE INC 4.2% | $497,400 | $488,134 |
| CITIGROUP INC 5.5% | $541,888 | $510,632 |
| COMCAST CABLE COMMUNICATIONS INC 8.5% | $286,655 | $282,974 |
| CONAGRA BRANDS INC 4.6% | $533,155 | $498,964 |
| CONOCOPHILLIPS CO 3.35% | $161,338 | $179,555 |
| CSX CORPORATION 4.1% | $486,726 | $486,190 |
| CVS HEALTH CORPORATION 2.875% | $48,629 | $47,888 |
| CVS HEALTH CORPORATION 6.125% | $100,000 | $108,259 |
| DEERE & COMPANY 7.125% | $255,546 | $245,141 |
| DEUTSCHE BK AG 7.0% | $250,000 | $252,551 |
| DIRECTTV HLDGS LLC 5.15% | $312,448 | $51,937 |
| DIRECTTV HLDGS LLC 6% | $307,522 | $53,275 |
| EAGLE MATLS INC 2.5% | $100,703 | $86,372 |
| DUKE ENERGY CORP NEW 4.5% | $95,734 | $98,661 |
| EAGLE PT CR CO INC 6.75% | $250,000 | $241,094 |
| ENBRIDGE INC BNDS 3.5% | $376,558 | $372,935 |
| ENERGY TRANSFER PARTNERS LP 4.05% | $162,384 | $180,237 |
| ENERGY TRANSFER PARTNERS LP 4.75% | $302,770 | $304,674 |
| ENSTAR GROUP LET 3.1% | $201,347 | $165,464 |
| EXPEDIA GROUP INC 4.625% | $548,755 | $507,509 |
| FEDERAL HOME LN BKS CONS 2.32% | $181,590 | $182,711 |
| FEDEX CORPORATION 3.9% | $326,326 | $309,182 |
| FORD MOTOR CO DEL 6.625% | $634,576 | $611,738 |
| FOX CORP 5.476% | $89,759 | $99,860 |
| GENERAL DYNAMICS 3.625% | $463,081 | $480,285 |
| GENERAL ELEC CAP CORP INTERNOTES 2.06586% | $244,360 | $250,119 |
| GENERAL MOTORS FINANCIAL CO 2.4% | $250,000 | $215,552 |
| GENERAL MOTORS FINANCIAL CO IN 5.7% | $516,000 | $469,056 |
| GENERAL MTRS CO 5.4% | $160,824 | $186,089 |
| GOLDMAN SACHS GROUP INC 4.25% | $193,258 | $197,986 |
| GOLDMAN SACHS GROUP INC MED TERM 6.5% | $500,000 | $513,729 |
| GOLDMAN SACHS GROUP INC STEP UP | $249,943 | $249,801 |
| GOLDMAN SACHS GROUP INC MED TERM 7.0% | $100,000 | $102,464 |
| HCA INC 5.125% | $88,902 | $95,770 |
| HEWLETT PACKARD CO 6% | $404,222 | $429,485 |
| HILLTOP HLDGS INC 5.0% | $195,490 | $197,834 |
| HORACE MANN EDUCATORS CORP NEW 4.5% | $504,213 | $492,022 |
| HYATT HOTELS CORP 4.85% | $402,288 | $402,630 |
| JOHNSON & JOHNSON 2.45% | $301,457 | $291,071 |
| JP MORGAN CHASE & CO 6 1/2 | $250,000 | $254,516 |
| JP MORGAN CHASE & CO 5.8% | $300,000 | $306,940 |
| JP MORGAN CHASE & CO 7.0% | $100,000 | $103,191 |
| KEMPER CORP DEL 4.35% | $250,891 | $248,853 |
| L3 TECHNOLOGIES INC 3.85% | $261,667 | $255,073 |
| LEGG MASON INC 4.75% | $404,493 | $404,315 |
| MACYS RETAIL HLDGS INC 4.5% | $127,819 | $114,506 |
| MARRIOTT INTERNATIONAL INC 4.5% | $307,328 | $275,157 |
| MCDONALD'S CORPORATION 3.6% | $463,455 | $474,275 |
| META PLATFORMS INC 4.95% | $489,932 | $516,060 |
| MFC ISHARES TR IBONDS DEC 2028 TERM | $999,999 | $861,139 |
| MFC ISHARES TR IBONDS DEC 2029 TERM | $999,994 | $851,029 |
| MFC ISHARES TR IBONDS DEC 2030 TERM | $999,975 | $837,576 |
| MORGAN STANLEY 3.95% | $492,025 | $489,358 |
| MORGAN STANLEY MED TERM 4% | $250,727 | $248,106 |
| MORGAN STANLEY 6.2% | $100,000 | $102,924 |
| MPLX LP 4.875% | $505,525 | $499,155 |
| NATL BK CDA STRUCTURED NTS PROGRAM 6.0% | $200,000 | $198,976 |
| N MISS MED CENTR INC 3.183% | $253,832 | $176,385 |
| NORDSTROM INC 6.95% | $274,548 | $258,866 |
| OXFORD SQUARE CAPITAL CORP 6.25% | $500,000 | $481,212 |
| PACIFICORP 6.0% | $99,303 | $107,440 |
| PFIZER INC 2.75% | $99,215 | $96,100 |
| PROGRESSIVE CORP OH 5.375% | $530,000 | $497,444 |
| PROSPECT CAP CORP 3.0% | $250,000 | $218,106 |
| QUEST DIAGNOSTICS INC 4.25% | $500,471 | $503,515 |
| SOUTHERN POWER CO 4.15% | $290,250 | $282,716 |
| SPECTRA ENERGY PARTNERS LP 3.375% | $528,256 | $485,090 |
| SPECTRA ENERGY PARTNERS LP 4.75% | $503,366 | $506,000 |
| STARBUCKS CORPORATION 2.55% | $422,838 | $442,210 |
| TEVA PHARMACEUTICAL FIN NETH 3.15% | $47,268 | $46,692 |
| THE HOME DEPOT, INC. 2.7% | $437,365 | $456,660 |
| THOMSON REUTERS CORP 3.85% | $360,396 | $354,568 |
| TIME WARNER COS INC 6.625 | $280,679 | $259,952 |
| VALERO ENERGY CORP 3.4% | $526,234 | $485,023 |
| VIACOM INC NEW 3.45% | $243,590 | $239,612 |
| VIACOM INC NEW 7.875% | $146,869 | $134,123 |
| W P CAREY INC 4.6% | $297,467 | $298,132 |
| WASTE MANAGEMENT, INC. 4.875% | $499,437 | $510,020 |
| WELLS FARGO & CO MED TERM 5.35% | $300,000 | $300,721 |
| WELLS FARGO & CO 6.4% | $200,000 | $202,558 |
| WILLIS KNIGHTON MED CTR 3.065% | $102,253 | $64,309 |
| ZIMMER BIOMET HLDGS INC 3.55% | $207,075 | $207,367 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (49 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $919,370 | $3,037,932 |
| ALPHABET INCORPORATED CAP STK CL C | $1,335,649 | $2,804,507 |
| AMAZON COM INC | $1,059,757 | $1,791,373 |
| APPLE INC | $437,596 | $5,302,276 |
| CATERPILLAR INC | $1,115,516 | $3,533,257 |
| CIGNA CORP NEW | $978 | $14,074 |
| COCA COLA COMPANY | $1,481,852 | $2,221,661 |
| CORTEVA INC | $165,138 | $335,440 |
| COSTCO WHOLESALE CORPORATION | $815,061 | $5,280,640 |
| CVS HEALTH CORPORATION | $1,041,828 | $1,389,301 |
| DEERE & COMPANY | $493,578 | $2,205,283 |
| DISCOVER FINL SVCS | $11,311 | $829,512 |
| DISNEY WALT COMPANY | $1,912,206 | $1,354,350 |
| DOLLAR GENERAL CORP | $747,975 | $2,263,568 |
| DOW INCORPORATED | $322,459 | $383,880 |
| DUPONT DE NEMOURS INC | $473,256 | $538,510 |
| FEDEX CORPORATION | $928,123 | $1,821,384 |
| FIRST CITIZENS BANCSHARES INC CL A | $125,665 | $51,732,808 |
| GE HEALTHCARE TECHNOLOGIES INC | $37,656 | $62,011 |
| GENERAL ELECTRIC CO | $125,894 | $307,398 |
| JOHNSON & JOHNSON | $966,686 | $2,100,316 |
| KRAFT HEINZ COMPANY | $774,961 | $621,264 |
| KYNDRYL HLDGS INC | $87,921 | $49,872 |
| LINCOLN NATIONAL CORP | $9,392 | $5,839,005 |
| MCDONALDS CORPORATION | $931,649 | $2,994,751 |
| MERCK & CO INC | $61,296 | $253,834 |
| MFC INVESCO QQQ TRUST UNIT SER I | $1,000,338 | $1,460,708 |
| MFC ISHARES TR RUSSELL 2000 ETF | $3,425,046 | $8,280,893 |
| MFC SPDR S&P 500 ETF UNITS SER I | $12,538,818 | $41,518,275 |
| MFC SPDR S&P MIDCAP 400 ETF | $6,830,238 | $19,338,030 |
| MICROSOFT CORPORATION | $1,004,397 | $1,289,817 |
| MORGAN STANLEY | $57,276 | $1,376,370 |
| MOTOROLA SOLUTIONS INC | $716,960 | $3,882,316 |
| NORFOLK SOUTHERN CORPORATION | $913,238 | $3,037,483 |
| NUCOR CORPORATION | $163,786 | $872,900 |
| ORGANON & CO | $3,025 | $3,331 |
| PFIZER INC | $1,347,050 | $1,465,411 |
| PRINCIPAL FINL GROUP INC | $0 | $7,867 |
| PROCTOR & GAMBLE | $1,085,349 | $2,198,100 |
| SALESFORCE COM INC | $838,558 | $1,355,171 |
| SKYWORKS SOLUTIONS INC | $500,536 | $410,333 |
| SOUTHERN COMPANY | $444,516 | $701,200 |
| UNITED PARCEL SVC INC CL B | $310,300 | $786,150 |
| UNITED PARCEL SVC INC CL B | $1,161,299 | $2,327,004 |
| VERIZON COMMUNICATIONS INC | $907,630 | $780,390 |
| VIATRIS INC | $74,285 | $68,391 |
| VISA INC CL A | $610,053 | $3,957,320 |
| WABTEC CORP | $7,926 | $13,071 |
| YADKIN VALLEY CO NEW | $506 | $207,000 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $23,510,817 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $22,767,370 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FEDERAL AGRIC MTG CORP 4.875% | AT COST | $250,000 | $194,047 |
| RIVERNORTH CAPITAL AND INCOME FD | AT COST | $445,158 | $498,900 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $20,175 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $20,175 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NC RURAL ECONOMIC DEVELOPMENT CENTER, INC. PROGRAM RELATED INVESTMENT LOAN | Desc |
| BOY Book Value | $2,228,455 | BOYBookValueAmt |
| EOY Book Value | $1,716,217 | EOYBookValueAmt |
| EOYFMV | $1,716,217 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| INTEREST AND DIVIDENDS RECEIVED IN 2024 FOR 2023 | $339,115 |
| PROGRAM RELATED INVESTMENT CHANGED TO OUTRIGHT GRANTS/WRITEOFFS | $279,207 |
| ACCRUED INTEREST PAID CURRENT YEAR REDUCING NEXT YEAR INCOME | $14,990 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| POSTAGE, MAILING SERVICE | $723 | $0 | $723 |
| OFFICE EXPENSE | $3,153 | $0 | $3,153 |
| TELEPHONE | $2,949 | $0 | $2,949 |
| INSURANCE (OTHER THAN HEALTH) | $2,265 | $0 | $2,265 |
| MEMBERSHIP, DUES & SUBSCRIPTIONS | $10,775 | $0 | $10,775 |
| BUSINESS GIFTS | $1,581 | $0 | $1,581 |
| COMPUTER & WEB EXPENSE | $8,699 | $0 | $8,699 |
| MEALS | $4,442 | $0 | $4,442 |
| MILEAGE REIMBURSEMENT | $20,203 | $0 | $20,203 |
| PARKING REIMBURSEMENT | $79 | $0 | $79 |
| SMALL EQUIPMENT, EXPENSED | $88 | $0 | $88 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT REFUND | Desc |
| Revenue And Expenses Per Books | $834 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $834 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INTEREST AND DIVIDENDS RECEIVED IN 2023 FOR 2022 | $277,031 |
| ACCRUED INTEREST PAID PRIOR YEAR REDUCING CURRENT YEAR INCOME | $1,401 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| OUTSTANDING CHECKS (NET) | $275,979 | $962,806 |
| PAYROLL LIABILITIES WITHHELD | $6,309 | $0 |
| ACCRUED SEP | $47,949 | $49,925 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FIDUCIARY FEES THE NORTHERN TRUST COMPANY | $117,554 | $117,554 | $0 |
| FIDUCIARY FEES OAK HARBOR WEALTH PARTNERS | $83,692 | $83,692 | $0 |