ANONYMOUS TRUST: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ANONYMOUS TRUST (EIN 26-6220561)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-04-05
- IRS object ID
- 202240959349100614
- Schema version
- 2021v4.2
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-05T12:15:54-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEREITA M POWERS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8065 LASATER ROAD | AddressLine1Txt |
| City | CLEMMONS | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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 | 9195713332 | 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 | 2022-04-05 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SEREITA M POWERS | PreparerPersonNm |
| PTIN | P01200944 | PTIN |
| Phone | 3216931910 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $285,607,616 | 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 | $4,457,244 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,439,089 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,253,264 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,737,795 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,253,264 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,505 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,505 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $13,712,013 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,693,858 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $467,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $467,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $117,322 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $117,322 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $17,738 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $17,738 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $35,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $35,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $219,984 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $219,784 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $5 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $5 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $193,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $18,100 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $18,100 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,156 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,156 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $750 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $750 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $47,410 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $47,410 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,120,865 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $219,784 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $707,881 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,419,294 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,419,294 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,540,159 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $219,784 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,127,175 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,171,854 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,474,074 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,015,227 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,665,732 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,665,732 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $22,314,436 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $20,918,731 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $22,386,073 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $63,294,342 | CorporateStockBOYAmt |
| Corporate Stock EOY | $60,656,182 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $217,944,938 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $23,653,855 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $30,722,072 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $31,833,273 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,069,473 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $695,158 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $777,600 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $3,000,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,000,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,000,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $123,347,333 | TotalAssetsBOYAmt |
| Total Assets EOY | $125,657,875 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $285,607,616 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $144,513 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $241,418 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $144,513 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $241,418 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $123,202,820 | CapitalStockBOYAmt |
| Capital Stock EOY | $125,416,457 | 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 | $123,202,820 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $125,416,457 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $123,347,333 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $125,657,875 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $123,202,820 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,171,854 | ExcessRevenueOverExpensesAmt |
| Other Increases | $292,035 | OtherIncreasesAmt |
| Subtotal | $125,666,709 | SubtotalAmt |
| Other Decreases | $250,252 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $125,416,457 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES NORTHERN TRUST | P | $2,409,128 | $2,411,125 | -$1,997 | -$1,997 |
| PUBLICLY TRADED SECURITIES NORTHERN TRUST | P | $9,121,869 | $1,034,695 | $8,087,174 | $8,087,174 |
| PUBLICLY TRADED SECURITIES OAK HARBOR | P | $2,592,529 | $1,495,066 | $1,097,463 | $1,097,463 |
| PUBLICLY TRADED SECURITIES NORTHERN TRUST | P | $7,611,257 | $7,543,645 | $67,612 | $67,612 |
| CAPITAL GAINS DIVIDENDS | P | $3,012 | $3,012 | $3,012 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,253,264 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $187,290 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $187,290 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $187,290 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $194,205 | 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 | $194,205 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,915 | OverpaymentAmt |
| Applied To ES Tax | $6,915 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NORTHERN TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3126306000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 SOUTH LASALLE STREET | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | 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 | $145,000 | $14,500 | $648 |
| KIMBERLY K BREEDEN | ||||||||
| 1380 POPE ROAD | DUNN | NC | 28334 | SIMPLY EAST FUND DIRECTOR | 40.00 | $140,000 | $14,000 | $9,733 |
| DEBORAH M AIKEN | ||||||||
| 913 HIDDEN JEWEL LANE | WAKE FOREST | NC | 27587 | EXECUTIVE DIRECTOR | 40.00 | $182,000 | $18,200 | $28,129 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| 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 | $123,099 |
| OAK HARBOR WEALTH PARTNERS | |||||
| 3101 GLENWOOD AVENUE STE 102 | RALEIGH | NC | 27612 | INVESTMENT ADVISORY | $96,885 |
| 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 | $267,934,607 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $267,934,607 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $267,934,607 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,019,019 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $263,915,588 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,195,779 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,195,779 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $187,290 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $187,290 | TotalTaxAmt |
| Distributable Before Adj | $13,008,489 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $52,878 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $13,061,367 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $13,061,367 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,127,175 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $11,127,175 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,061,367 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,486,695 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,127,175 | QualifyingDistributionsAmt |
| Applied To Year1 | $7,486,695 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,640,480 | 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 | $9,420,887 | 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 HTTP://WWW.SIMPLEGIFTSFUND.ORG), A CURRENT RESUME, THREE RECOMMENDATIONS (TEACHER, PEER, ADDITIONAL), TRANSCRIPTS OF ACADEMIC RECORDS, A COPY OF THE US DEPARTMENT OF EDUCATION/STUDENT AID REPORT, A COPY OF THE FINANCIAL AWARD LETTER FROM THE COLLEGE/UNIVERSITY TO BE ATTENDED, A COPY OF THE 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 A UNITED STATES CITIZEN AND A RESIDENT OF NORTH CAROLINA; HAVE ATTENDED A HIGH SCHOOL LOCATED IN SAMPSON COUNTY, NORTH CAROLINA FOR A MINIMUM OF TWO SCHOOL YEARS OR BE SCHEDULED TO COMPLETE A MINIMUM OF TWO YEARS AT THE TIME OF GRADUATION; BE SCHEDULED TO BECOME A HIGH SCHOOL GRADUATE IN THE YEAR OF THE APPLICATION OR BE A GRADUATE OF SAMPSON COMMUNITY COLLEGE; HAVE BEEN ACCEPTED INTO AND BE PLANNING TO ATTEND AN ACCREDITED LIBERAL ARTS COLLEGE OR UNIVERSITY; RANK IN THE TOP TWENTY-FIVE PERCENT OF HIS OR HER HIGH SCHOOL GRADUATING CLASS; AND 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, FEASIBLITY 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 THE WEBSITE HTTP://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 (A TIME LINE), 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 THE 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 CNTY OR CLINTON CITY PUBLIC K-12; HAVE 2 YRS TEACHING EXPERIENCE; A FULL TIME EDUCATOR SPENDING AT LEAST 50% OF THE TIME IN THE CLASSROOM/CLASSROOM-LIKE SETTING; RETURNING TO TEACH IN SAMPSON CNTY 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 AND HIGHER. | KBREEDEN@ANONYMOUSTRUST.ORG |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (182 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABILENE CHRISTIAN UNIVERSITY | |||||||
| ACU BOX 27940 | ABILENE | TX | 79699 | NONE | INDIVIDUAL | SCHOLARSHIP FOR GERALD ZUNIGA | $22,030 |
| ALBEMARLE HOPELINE | |||||||
| PO BOX 2064 | ELIZABETH CITY | NC | 27906 | N/A | PUBLIC CHARITY | CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT | $25,000 |
| ALLIANCE FRANCAISE DE RALEIGH DURHAM CHAPEL HILL | |||||||
| 5510 MUNFORD ROAD | RALEIGH | NC | 27612 | N/A | PUBLIC CHARITY | GRANTS FOR GENERAL OPERATING SUPPORT (5,000 CHALLENGE; 5,000 OUTRIGHT) | $10,000 |
| AMERICAN EXPRESS BARCLAYS AND CHASE | |||||||
| PO BOX 1270 | NEWARK | NJ | 07101 | NONE | INDIVIDUAL | EXPENSES FOR COLLEGE INTERVIEWS, VISITS AND BOOKS | $9,823 |
| AMERICAN HEART ASSOCIATION | |||||||
| 5001 SOUTH MIAMI BLVD SUITE 300 | DURHAM | NC | 27703 | N/A | PUBLIC CHARITY | GRANT TO SUPPORT THE CONTINUATION OF HEALTHY HEART AMBASSADORS PROGRAM | $200,000 |
| ASHLEY SUZANNE KNOWLES | |||||||
| 6167 MT OLIVE HIGHWAY | MT OLIVE | NC | 28365 | NONE | INDIVIDUAL | TEACHER STIPEND | $500 |
| BAPTIST STATE CONVENTION OF NC INC | |||||||
| PO BOX 1107 | CARY | NC | 27512 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT (BAPTISTS ON MISSION) | $275,000 |
| BERTIE COUNTY HIVE HOUSE | |||||||
| 103 MITCHELL STREET | LEWISTONWOODVILLE | NC | 27849 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT FOR A FOOD PANTRY, DELIVERY, SUPPLIES FOR AGED, TUTORING, ETC. | $50,000 |
| BERTIE COUNTY YMCA INC | |||||||
| 1102 N KING STREET | WINDSOR | NC | 27983 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT | $20,000 |
| BEST NC | |||||||
| 940 NW CARY PARKWAY STE 121 | CARY | NC | 27513 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT | $30,000 |
| BIG BROTHERS BIG SISTERS OF THE TRIANGLE | |||||||
| 808 AVIATION PARKWAY SUITE 900 | MORRISVILLE | NC | 27560 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT | $1,000 |
| BOYS & GIRLS CLUBS OF THE ALBEMARLE | |||||||
| 131 MORRISTOWN ROAD | EDENTON | NC | 27932 | N/A | PUBLIC CHARITY | GRANTS FOR GENERAL OPERATING SUPPORT (10,000 CHALLENGE; 40,000 OUTRIGHT) | $50,000 |
| BOYS & GIRLS CLUBS OF THE COASTAL PLAIN | |||||||
| 621 W FIRE TOWER ROAD | WINTERVILLE | NC | 28590 | N/A | PUBLIC CHARITY | GRANTS FOR GENERAL OPERATING SUPPORT (50,000 CHALLENGE; 150,000 OUTRIGHT) | $200,000 |
| BOYS & GIRLS CLUBS OF THE TAR RIVER REGION | |||||||
| PO BOX 1622 | ROCKY MOUNT | NC | 27802 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT | $40,000 |
| BOYS & GIRLS HOMES OF NC | |||||||
| PO BOX 127 | LAKE WACCAMAW | NC | 28450 | N/A | PUBLIC CHARITY | GRANTS FOR GENERAL OPERATING SUPPORT (50,000 CHALLENGE; 100,000 OUTRIGHT) | $150,000 |
| BUTLER AVENUE ELEMENTARY SCHOOL | |||||||
| 301 WEST BUTLER AVENUE | CLINTON | NC | 28328 | N/A | EDUCATIONAL INSTITUT | BRIDGING THE READING GAP WITH PHONICS FUN! | $1,000 |
| CAPE FEAR BOTANICAL GARDEN | |||||||
| PO BOX 53485 | FAYETTEVILLE | NC | 28301 | N/A | PUBLIC CHARITY | GRANTS FOR GENERAL OPERATING SUPPORT (25,000 CHALLENGE; 50,000 OUTRIGHT) | $75,000 |
| CAPE FEAR REGIONAL THEATER | |||||||
| 1209 HAY STREET | FAYETTEVILLE | NC | 28305 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT | $50,000 |
| CAROLINA CIVIC CENTER FOUNDATION | |||||||
| PO BOX 844 | LUMBERTON | NC | 28359 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT | $35,000 |
| CARTERET COMMUNITY COLLEGE FOUNDATION INC | |||||||
| 3505 ARENDELL STREET | MOREHEAD CITY | NC | 28557 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT | $1,000 |
| CARTERET COUNTY PARTNERSHIP FOR CHILDREN | |||||||
| 3328-A BRIDGES STREET | MOREHEAD CITY | NC | 28557 | N/A | PUBLIC CHARITY | CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT | $8,000 |
| CENTER FOR CHILD AND FAMILY HEALTH | |||||||
| 1121 W CHAPEL HILL STREET STE 100 | DURHAM | NC | 27701 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT | $27,800 |
| CENTER FOR COMMUNITY SELF HELP | |||||||
| 301 W MAIN STREET | DURHAM | NC | 27701 | N/A | PUBLIC CHARITY | GRANT FOR NEIGHBORHOOD REVITALIZATION IN ROCKY MOUNT | $200,000 |
| CENTER FOR SCIENCE & TECHNOLOGY LEADERSHIP | |||||||
| PO BOX 165 | BETHEL | NC | 27812 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT OF THE BETHEL YOUTH CENTER | $25,000 |
| CHILD ADVOCACY CENTER | |||||||
| PO BOX 488 | FAYETTEVILLE | NC | 28302 | N/A | PUBLIC CHARITY | GRANTS FOR GENERAL OPERATING SUPPORT (10,000 CHALLENGE; 40,000 OUTRIGHT) | $50,000 |
| CHRISTIAN RECOVERY CENTER | |||||||
| 1994 ASH-LITTLE ROAD | ASH | NC | 28420 | N/A | PUBLIC CHARITY | GRANTS FOR GENERAL OPERATING SUPPORT (10,000 CHALLENGE; 40,000 OUTRIGHT) | $50,000 |
| CHRISTY TYNDALL | |||||||
| 1535 KITTY FORK ROAD | CLINTON | NC | 28328 | NONE | INDIVIDUAL | TEACHER STIPEND | $361 |
| CLEMENT ELEMENTARY SCHOOL | |||||||
| 3220 MAXWELL ROAD | AUTRYVILLE | NC | 28318 | N/A | EDUCATIONAL INSTITUT | TO BEGIN USING THE CHIMES AT THE START OF THE NEW YEAR | $2,883 |
| CLINTON AREA FOUNDATION FOR EDUCATION | |||||||
| 300 WESTOVER ROAD | CLINTON | NC | 28328 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT AND SCHOLARSHIPS | $205,765 |
| CLINTON CITY SCHOOLS | |||||||
| 300 WESTOVER ROAD | CLINTON | NC | 28328 | N/A | EDUCATIONAL INSTITUT | CREATING EMPATHY & BUILDING COMMUNITY THROUGH NARRATIVE 4 STORY EXCHANGE | $3,000 |
| CLINTON HIGH SCHOOL | |||||||
| 340 INDIAN TOWN ROAD | CLINTON | NC | 28328 | N/A | EDUCATIONAL INSTITUT | MOVING MAGNETS AND MAKING MEMORIES | $760 |
| CLINTON HIGH SCHOOL | |||||||
| 340 INDIAN TOWN ROAD | CLINTON | NC | 28328 | N/A | EDUCATIONAL INSTITUT | "GELLIN" IN BIOLOGY FROM BEGINNING TO END | $2,957 |
| CLINTON HIGH SCHOOL | |||||||
| 340 INDIAN TOWN ROAD | CLINTON | NC | 28328 | N/A | EDUCATIONAL INSTITUT | CHS DECA | $3,000 |
| CLINTON HIGH SCHOOL | |||||||
| 340 INDIAN TOWN ROAD | CLINTON | NC | 28328 | N/A | EDUCATIONAL INSTITUT | NCMEA GRANT | $2,600 |
| CLINTON HIGH SCHOOL | |||||||
| 340 INDIAN TOWN ROAD | CLINTON | NC | 28328 | N/A | EDUCATIONAL INSTITUT | HAPPY CAMPERS | $3,000 |
| COMMUNITIES IN SCHOOLS OF NC | |||||||
| 222 N PERSON STREET SUITE 203A | RALEIGH | NC | 27604 | N/A | PUBLIC CHARITY | CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT | $25,000 |
| COMMUNITIES SUPPORTING SCHOOLS OF WAYNE COUNTY | |||||||
| PO BOX 11557 | GOLDSBORO | NC | 27532 | N/A | PUBLIC CHARITY | GRANTS FOR GENERAL OPERATING SUPPORT (10,000 CHALLENGE; 30,000 OUTRIGHT) | $40,000 |
| COMMUNITY ORGANIZED RESPONSE EFFORT | |||||||
| 6464 SUNSET BOULEVARD STE 530 | LOS ANGELES | CA | 90028 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT | $25,000 |
| CONSERVATION TRUST NC | |||||||
| PO BOX 33333 | RALEIGH | NC | 27636 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT FOR PHASE 2 "SEEDING RESILIENCE" IN PRINCEVILLE | $100,000 |
| DARTMOUTH COLLEGE | |||||||
| 6132 MCNUTT HALL ROOM 103 | HANOVER | NH | 03755 | NONE | INDIVIDUAL | SCHOLARSHIP FOR MADISON D. THORNTON | $1,500 |
| DOWN EAST PARTNERSHIP FOR CHILDREN | |||||||
| PO BOX 1245 | ROCKY MOUNT | NC | 28702 | N/A | PUBLIC CHARITY | GRANTS FOR GENERAL OPERATING SUPPORT (40,000 CHALLENGE; 30,000 OUTRIGHT) | $70,000 |
| DRESS FOR SUCCESS TRIANGLE | |||||||
| 1815 TILLERY PLACE SUITE 105 | RALEIGH | NC | 27604 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT | $1,150 |
| ECPS EDUCATIONAL FOUNDATION | |||||||
| PO BOX 7128 | TARBORO | NC | 27886 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT | $60,000 |
| ECU MEDICAL & HEALTH SCIENCES FOUNDATION | |||||||
| 2200 S CHARLES GLVD OFFICE 1506 | GREENVILLE | NC | 27858 | N/A | PUBLIC CHARITY | GRANT FOR HEALTHIER LIVES AT SCHOOL & BEYOND IN DUPLIN & JONES COUNTIES | $200,000 |
| EDNC | |||||||
| PO BOX 1636 | RALEIGH | NC | 27602 | N/A | PUBLIC CHARITY | GRANT TO FUND EASTERN NC ARTS AND EDUCATION | $187,500 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 257 PARK AVE SOUTH 17TH FLOOR | NEW YORK | NY | 10010 | N/A | PUBLIC CHARITY | GRANTS FOR GENERAL OPERATING SUPPORT (100,000 CHALLENGE; 100,000 OUTRIGHT) | $200,000 |
| EPISCOPAL FARMWORKERS MINISTRY | |||||||
| 2989 EASY STREET | DUNN | NC | 28334 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT FOR WORK WITH FARMWORKERS AND MIGRANT FAMILIES | $25,000 |
| EYES ON MAIN STREET | |||||||
| 210 MOSS STREET | WILSON | NC | 27893 | N/A | PUBLIC CHARITY | GRANTS FOR GENERAL OPERATING SUPPORT (5,000 CHALLENGE; 10,000 OUTRIGHT) | $15,000 |
| FAYETTEVILLE AREA HABITAT FOR HUMANITY | |||||||
| 310 GREEN STREET | FAYETTEVILLE | NC | 28301 | N/A | PUBLIC CHARITY | CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT | $105,000 |
| FAYETTEVILLE AREA OPERATION INASMUCH | |||||||
| 531 HILLSBORO STREET | FAYETTEVILLE | NC | 28301 | N/A | PUBLIC CHARITY | GRANTS FOR GENERAL OPERATING SUPPORT (10,000 CHALLENGE; 40,000 OUTRIGHT) | $50,000 |
| FOUNDATION FOR FARMWORKERS | |||||||
| 2301 SUGAR BUSH RD STE 400 | RALEIGH | NC | 27612 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT | $10,000 |
| FRIENDS OF THE MUSEUM OF NATURAL SCIENCE | |||||||
| PO BOX 26928 | RALEIGH | NC | 27611 | N/A | PUBLIC CHARITY | NATURE JOURNALING IN YOUR NATURE NEIGHBORHOOD PROFESSIONAL DEVELOPMENT | $1,625 |
| FRIENDS OF THE MUSEUM OF NATURAL SCIENCE | |||||||
| PO BOX 26928 | RALEIGH | NC | 27611 | N/A | PUBLIC CHARITY | GRANTS FOR EDUCATION OF EXCELLENCE BLUE RIDGE INSTITUTE (10 TEACHERS) | $10,800 |
| GO GLOBAL NC | |||||||
| PO BOX 2162 | WAKE FOREST | NC | 27588 | N/A | PUBLIC CHARITY | VICTORIA FALLS REGION 2021 | $32,500 |
| GO GLOBAL NC | |||||||
| PO BOX 2162 | WAKE FOREST | NC | 27588 | N/A | PUBLIC CHARITY | GRANT FOR AUSTRALIA PROGRAM | $65,000 |
| GO GLOBAL NC | |||||||
| PO BOX 2162 | WAKE FOREST | NC | 27588 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT FOR LATINO INITIATIVE | $76,000 |
| HABITAT FOR HUMANITY GOLDSBORO WAYNE COUNTY | |||||||
| 131 E WALNUT STREET | GOLDSBORO | NC | 27530 | N/A | PUBLIC CHARITY | GRANTS FOR GENERAL OPERATING SUPPORT (10,000 CHALLENGE; 40,000 OUTRIGHT) | $50,000 |
| HEALTH EDUCATION FOUNDATION OF EASTERN NC INC | |||||||
| 1631 S WESLEYAN BLVD | ROCKY MOUNT | NC | 27803 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT | $213,000 |
| HEARTS & HANDS FOR HAITI | |||||||
| 6612 CREEDMOOR ROAD | RALEIGH | NC | 27613 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT | $80,000 |
| HELPS EDUCATION FUND | |||||||
| 2009 FAIRVIEW ROAD BOX 6667 | RALEIGH | NC | 27628 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT | $10,000 |
| HILL CENTER | |||||||
| 3200 PICKETT ROAD | DURHAM | NC | 27705 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT | $25,000 |
| HISTORIC PRESERVATION FOUNDATION OF NC | |||||||
| PO BOX 27644 | RALEIGH | NC | 27611 | N/A | PUBLIC CHARITY | GRANTS FOR GENERAL OPERATING SUPPORT | $80,000 |
| HISTORIC PRESERVATION FOUNDATION OF NC | |||||||
| PO BOX 27644 | RALEIGH | NC | 27611 | N/A | PUBLIC CHARITY | CHALLENGE GRANT ENDANGERED PROPERTIES PROGRAM | $50,000 |
| HISTORIC PRESERVATION FOUNDATION OF NC | |||||||
| PO BOX 27644 | RALEIGH | NC | 27611 | N/A | PUBLIC CHARITY | CHALLENGE GRANT WE BUILT THIS EDUCATION PROGRAM | $30,000 |
| HOBBTON MIDDLE SCHOOL | |||||||
| 12081 HOBBTON HWY | NEWTON GROVE | NC | 28366 | N/A | EDUCATIONAL INSTITUT | DIFFERENTIATED LEARNING EXPERIENCES | $400 |
| HOLLINS UNIVERSITY | |||||||
| PO BOX 9658 | ROANOKE | VA | 24020 | NONE | INDIVIDUAL | SCHOLARSHIP FOR JENNIFER M. GOMEZ | $16,525 |
| HOLLINS UNIVERSITY | |||||||
| PO BOX 9658 | ROANOKE | VA | 24020 | NONE | INDIVIDUAL | SCHOLARSHIP FOR PRISCILA SANTIAGO HERNANDEZ | $17,841 |
| HOLLINS UNIVERSITY | |||||||
| PO BOX 9658 | ROANOKE | VA | 24020 | NONE | INDIVIDUAL | SCHOLARSHIP FOR LILIBETH AZARTE | $16,325 |
| HOLLINS UNIVERSITY | |||||||
| PO BOX 9658 | ROANOKE | VA | 24020 | N/A | EDUCATIONAL INSTITUT | GRANT FOR GENERAL OPERATING SUPPORT | $500,000 |
| HOWARD UNIVERSITY | |||||||
| 2400 SIXTH STREET NW STE 218 | WASHINGTON | DC | 20059 | NONE | INDIVIDUAL | SCHOLARSHIP FOR JANET THOMPSON | $6,562 |
| INTERFAITH PRISON MINISTRY FOR WOMEN | |||||||
| 112 SOUTH SALISBURY STREET | RALEIGH | NC | 27601 | N/A | PUBLIC CHARITY | GRANT FOR WOMEN'S RE-ENTRY PROGRAM | $709,260 |
| IPAS | |||||||
| PO BOX 9990 | CHAPEL HILL | NC | 27515 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT | $125,000 |
| ISAIAH WILSON | |||||||
| 71 JOLIVET LANE | FAISON | NC | 28341 | NONE | INDIVIDUAL | INTERNSHIP FUNDING | $800 |
| ITHACA COLLEGE | |||||||
| 953 DANBY ROAD | ITHACA | NY | 14850 | NONE | INDIVIDUAL | SCHOLARSHIP FOR WILLIAM JACKSON | $21,621 |
| JENNIFER AVANT DIRKS | |||||||
| 404 BUTLER DRIVE | CLINTON | NC | 28328 | NONE | INDIVIDUAL | NATIONAL BOARDS | $2,042 |
| JUNIOR ACHIEVEMENT OF EASTERN NC | |||||||
| 4904 WATERS EDGE DRIVE STE 155 | RALEIGH | NC | 27606 | N/A | PUBLIC CHARITY | GRANTS FOR GENERAL OPERATING SUPPORT (10,000 CHALLENGE; 20,000 OUTRIGHT) | $30,000 |
| KAYLA A MORRIS | |||||||
| 598 BEAVERDAM ROAD | CLINTON | NC | 28328 | NONE | INDIVIDUAL | INTERSHIP FUNDING | $3,520 |
| KERRY BALDWIN | |||||||
| 218 ROBIN DRIVE | PLYMOUTH | NC | 27962 | NONE | INDIVIDUAL | TEACHER STIPEND | $1,000 |
| L'ECOLE FRENCH SCHOOL OF RALEIGH | |||||||
| 5510 MUNFORD ROAD | RALEIGH | NC | 27612 | N/A | PUBLIC CHARITY | GRANTS FOR GENERAL OPERATING SUPPORT INCLUDING RENT | $107,388 |
| LAKEWOOD HIGH SCHOOL | |||||||
| 245 LAKEWOOD SCHOOL ROAD | SALEMBURG | NC | 28385 | N/A | EDUCATIONAL INSTITUT | HIGH SCHOOL SUMMER OPPORTUNITIES | $3,000 |
| LAKEWOOD HIGH SCHOOL | |||||||
| 245 LAKEWOOD SCHOOL ROAD | SALEMBURG | NC | 28385 | N/A | EDUCATIONAL INSTITUT | GOVERNMENT HISTORY TRIP | $2,514 |
| LAKEWOOD HIGH SCHOOL | |||||||
| 245 LAKEWOOD SCHOOL ROAD | SALEMBURG | NC | 28385 | N/A | EDUCATIONAL INSTITUT | NATURAL LIFEMANSHIP FOR SEL | $1,584 |
| LAKEWOOD HIGH SCHOOL | |||||||
| 245 LAKEWOOD SCHOOL ROAD | SALEMBURG | NC | 28385 | N/A | EDUCATIONAL INSTITUT | ENTREPRENEURSHIP THROUGH BRANDING | $2,400 |
| LEASA K HODGES | |||||||
| 206 OLD NC 421 | DUNN | NC | 28334 | NONE | INDIVIDUAL | TEACHERS STIPEND | $1,000 |
| LEHIGH UNIVERSITY | |||||||
| 27 MEMORIAL DRIVE | WEST BETHLEHEM | PA | 18015 | NONE | INDIVIDUAL | SCHOLARSHIP FOR AMAYA APOLINARIO | $23,000 |
| LIPSCOMB UNIVERSITY | |||||||
| ONE UNIVERSITY PARK DRIVE | NASHVILLE | TN | 37204 | NONE | INDIVIDUAL | SCHOLARSHIP FOR JOHN CRUZ | $25,022 |
| LIPSCOMB UNIVERSITY | |||||||
| ONE UNIVERSITY PARK DRIVE | NASHVILLE | TN | 37204 | NONE | INDIVIDUAL | SCHOLARSHIP FOR CRISTIAN RAMIRES | $13,117 |
| MARY MALPASS | |||||||
| 189 WARREN MILL ROAD | NEWTON GROVE | NC | 28366 | NONE | INDIVIDUAL | TEACHER STIPEND | $500 |
| MARYMOUNT MANHATTAN COLLEGE | |||||||
| 221 EAST 71ST STREET | NEW YORK | NY | 10021 | NONE | INDIVIDUAL | SCHOLARSHIP FOR AUSTIN KONNOR BROWN | $29,927 |
| MEN AND WOMEN UNITED FOR YOUTH AND FAMILIES | |||||||
| PO BOX 315 | DELCO | NC | 28436 | N/A | PUBLIC CHARITY | GRANTS FOR GENERAL OPERATING SUPPORT (20,000 CHALLENGE; 25,000 OUTRIGHT) | $45,000 |
| MERCER UNIVERSITY | |||||||
| 1501 MERCER UNIVERSITY DRIVE | MACON | GA | 31207 | NONE | INDIVIDUAL | SCHOLARSHIP FOR FRANCISCO ROSAS-GOMEZ | $15,009 |
| MICHAEL'S ANGELS GIRLS CLUB | |||||||
| 214 N MAIN STREET | TARBORO | NC | 27886 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT | $25,000 |
| MIDWAY ELEMENTARY SCHOOL | |||||||
| 15375 SPIVEYS CORNER HWY | DUNN | NC | 28334 | N/A | EDUCATIONAL INSTITUT | LET'S EXPLORE THE WORLD | $3,000 |
| MIDWAY ELEMENTARY SCHOOL | |||||||
| 15375 SPIVEYS CORNER HWY | DUNN | NC | 28334 | N/A | EDUCATIONAL INSTITUT | GET READY, GET SET, READ, READ, READ! | $2,661 |
| MIDWAY ELEMENTARY SCHOOL | |||||||
| 15375 SPIVEYS CORNER HWY | DUNN | NC | 28334 | N/A | EDUCATIONAL INSTITUT | RINGING IN THE HOLIDAYS | $1,150 |
| MIDWAY ELEMENTARY SCHOOL | |||||||
| 15375 SPIVEYS CORNER HWY | NEWTON GROVE | NC | 28334 | N/A | EDUCATIONAL INSTITUT | MAKING A SOCIAL STORY LIBRARY | $428 |
| MIDWAY HIGH SCHOOL | |||||||
| 15274 SPIVEYS CORNER ROAD | NEWTON GROVE | NC | 28366 | N/A | EDUCATIONAL INSTITUT | LEARNING DOUBLE REEDS | $3,000 |
| MIDWAY HIGH SCHOOL | |||||||
| 15274 SPIVEYS CORNER ROAD | NEWTON GROVE | NC | 28366 | N/A | EDUCATIONAL INSTITUT | WHERE TO YOU WANT TO GO TODAY? FIND IT IN A BOOK | $2,356 |
| MIDWAY HIGH SCHOOL | |||||||
| 15274 SPIVEYS CORNER ROAD | NEWTON GROVE | NC | 28366 | N/A | EDUCATIONAL INSTITUT | TEACHER CADET PROGRAM STARTUP | $2,280 |
| MIDWAY HIGH SCHOOL | |||||||
| 15274 SPIVEYS CORNER ROAD | NEWTON GROVE | NC | 28366 | N/A | EDUCATIONAL INSTITUT | TYING US ALL TOGETHER | $2,999 |
| MIDWAY HIGH SCHOOL | |||||||
| 15274 SPIVEYS CORNER ROAD | NEWTON GROVE | NC | 28366 | N/A | EDUCATIONAL INSTITUT | LEARNING PERCUSSION TECHNIQUES | $3,000 |
| MIDWAY MIDDLE SCHOOL | |||||||
| 1115 ROBERTS GROVE ROAD | DUNN | NC | 28334 | N/A | EDUCATIONAL INSTITUT | "GETTING TO KNOW ONE OF OUR OWN" FRANCES O'ROARK DOWELL | $2,760 |
| MIDWAY MIDDLE SCHOOL | |||||||
| 1115 ROBERTS GROVE ROAD | DUNN | NC | 28334 | N/A | EDUCATIONAL INSTITUT | WILDLIFE DAY CAMP | $3,000 |
| MOREHOUSE COLLEGE | |||||||
| 830 WESTVIEW DRIVE SW | ATLANTA | GA | 30314 | NONE | INDIVIDUAL | SCHOLARSHIP FOR ISAIAH WILSON | $59,676 |
| NATIONAL PAYMENT CENTER | |||||||
| PO BOX 790336 | ST LOUIS | MO | 63179 | N/A | PUBLIC CHARITY | CHELSEA MCGRAW LOAN | $3,500 |
| NC CENTRAL UNIVERSITY FOUNDATION | |||||||
| PO BOX 52466 | DURHAM | NC | 27717 | N/A | EDUCATIONAL INSTITUT | GRANT FOR GENERAL OPERATING SUPPORT | $25,000 |
| NC FREEDOM MONUMENT PROJECT | |||||||
| PO BOX 146 | RALEIGH | NC | 27602 | N/A | PUBLIC CHARITY | CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT | $150,000 |
| NC MUSEUM OF ART FOUNDATION | |||||||
| 2110 BLUE RIDGE ROAD | RALEIGH | NC | 27607 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT (INSTALLMENT 1 OF 3) | $73,074 |
| NC OUTWARD BOUND SCHOOL | |||||||
| 2582 RICEVILLE RD | ASHEVILLE | NC | 28805 | N/A | PUBLIC CHARITY | TUITION FOR 12 STUDENTS | $24,401 |
| NC RURAL CENTER | |||||||
| 4021 CARYA DRIVE | RALEIGH | NC | 27610 | N/A | PUBLIC CHARITY | GRANTS FOR GENERAL OPERATING SUPPORT (12,500 CHALLENGE; 50,000 OUTRIGHT) | $62,500 |
| NC SCHOOL OF SCIENCE AND MATH | |||||||
| 1219 BROAD STREET | DURHAM | NC | 27705 | N/A | PUBLIC CHARITY | GRANTS FOR GENERAL OPERATING SUPPORT | $158,544 |
| NC STATE EDUCATION ASSISTANCE AUTHORITY (NCSEAA) | |||||||
| PO BOX 14002 | RESEARCH TRIANGLE PARK | NC | 27709 | N/A | PUBLIC CHARITY | LOANS FOR NATIONAL BOARD CERTIFICATION FOR TEACHERS | $3,693 |
| NC STATE FOUNDATION FOR BENEFIT OF INSTITUTE OF EMERGING ISSUES | |||||||
| CAMPUS BOX 7406 | RALEIGH | NC | 27695 | N/A | EDUCATIONAL INSTITUT | GRANT FOR GENERAL OPERATING SUPPORT | $50,000 |
| NC SYMPHONY | |||||||
| 3700 GLENWOOD AVENUE SUITE 130 | RALEIGH | NC | 27612 | N/A | PUBLIC CHARITY | GRANT FOR THE MUSIC EDUCATION CONCERTS AND PROGRAMS IN JONES COUNTY | $45,000 |
| NC YOUTH VIOLENCE PREVENTION CENTER | |||||||
| 800 N WALNUT STREET | LUMBERTON | NC | 28358 | N/A | PUBLIC CHARITY | GRANTS FOR GENERAL OPERATING SUPPORT (20,000 CHALLENGE; 50,000 OUTRIGHT) | $70,000 |
| NCSU FOUNDATION INC | |||||||
| BOX 7801 2310 STINSON DRIVE | RALEIGH | NC | 27695 | N/A | EDUCATIONAL INSTITUT | GRANT TO NCSU COLLEGE OF EDUCATION SCHOLARSHIP PROGRAM | $1,338,600 |
| NEW RIVER YMCA | |||||||
| 159 CHANEY AVE | JACKSONVILLE | NC | 28540 | N/A | PUBLIC CHARITY | GRANTS FOR BEFORE/AFTERSCHOOL AND SUMMER CAMP PROGRAMS (10,000 CHALLENGE; 40,000 OUTRIGHT) | $50,000 |
| OHIO WESLEYAN UNIVERSITY | |||||||
| PO BOX 676 | DELAWARE | OH | 43015 | NONE | INDIVIDUAL | SCHOLARSHIP FOR NATHAN ZUNIGA | $14,320 |
| PARTNERS IN MINISTRY | |||||||
| PO BOX 1621 | LAURINBURG | NC | 28352 | N/A | PUBLIC CHARITY | GRANTS FOR GENERAL OPERATING SUPPORT (50,000 CHALLENGE; 50,000 OUTRIGHT) | $100,000 |
| 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 (20,000 CHALLENGE; 30,000 OUTRIGHT) | $50,000 |
| PELETAH ACADEMIC CENTER FOR EXCELLENCE | |||||||
| 1909 TRENT BOULEVARD | NEW BERN | NC | 28560 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT | $25,000 |
| POLICE ATHLETIC LEAGUE | |||||||
| PO BOX 1238 | DUNN | NC | 28334 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT | $40,000 |
| PRATT INSTITUTE | |||||||
| 200 WILLOUGHBY AVENUE | BROOKLYN | NY | 11205 | NONE | INDIVIDUAL | SCHOLARSHIP FOR CALEB V. WETTIG | $43,575 |
| PRISCILA SANTIAGO HERNANDEZ | |||||||
| 115 N BELGRADE AVENUE | GARLAND | NC | 28441 | NONE | INDIVIDUAL | INTERNSHIP FUNDING | $2,400 |
| PUBLIC SCHOOL FORUM OF NC | |||||||
| 3725 NATIONAL DRIVE STE 101 | RALEIGH | NC | 27612 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT OF THE RURAL TEACHER LEADER NETWORK PROGRAM (INSTALLMENT 1 OF 3) | $93,027 |
| RANDOLPH COLLEGE | |||||||
| 2500 RIVERMONT AVENUE | LYNCHBURG | VA | 24503 | NONE | INDIVIDUAL | SCHOLARSHIP FOR KAYLA A MORRIS | $28,479 |
| RANDOLPH MACON COLLEGE | |||||||
| PO BOX 5005 | ASHLAND | VA | 23005 | NONE | INDIVIDUAL | SCHOLARSHIP FOR EDYE CARR | $12,000 |
| REACH OUT AND READ CAROLINAS | |||||||
| PO BOX 18058 | ASHEVILLE | NC | 28814 | N/A | PUBLIC CHARITY | GRANTS FOR GENERAL OPERATING SUPPORT (20,000 CHALLENGE; 50,000 OUTRIGHT) | $70,000 |
| RELIGIOUS COMMUNITY SERVICES | |||||||
| 919 GEORGE ST | NEW BERN | NC | 28560 | N/A | PUBLIC CHARITY | CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT | $25,000 |
| RHODES COLLEGE | |||||||
| 2000 NORTH PARKWAY | MEMPHIS | TN | 38112 | NONE | INDIVIDUAL | SCHOLARSHIP FOR HANNAH ROBINSON | $44,872 |
| ROANOKE COLLEGE | |||||||
| 221 COLLEGE LANE | SALEM | VA | 24153 | NONE | INDIVIDUAL | SCHOLARSHIP FOR KAROL KUSMIERCZUK | $25,065 |
| ROANOKE COLLEGE | |||||||
| 221 COLLEGE LANE | SALEM | VA | 24153 | NONE | INDIVIDUAL | SCHOLARSHIP FOR MARIA MEZA | $23,656 |
| ROANOKE ISLAND HISTORICAL ASSOCIATION | |||||||
| 1409 NATIONAL PARK DRIVE | MANTEO | NC | 27954 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT | $250,000 |
| ROBESON COUNTY DISASTER RECOVERY COMMITTEE INC | |||||||
| 802 N CEDAR STREET | LUMBERTON | NC | 28358 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT | $50,000 |
| ROSEBORO-SALEMBURG MIDDLE SCHOOL | |||||||
| 305 WEST PLEASANT STREET | ROSEBORO | NC | 28382 | N/A | EDUCATIONAL INSTITUT | MAKING A MARK | $2,665 |
| ROSEBORO-SALEMBURG MIDDLE SCHOOL | |||||||
| 305 WEST PLEASANT STREET | ROSEBORO | NC | 28382 | N/A | EDUCATIONAL INSTITUT | LEARNING TO GAME; GAMING TO LEARN | $2,991 |
| SALEMBURG ELEMENTARY | |||||||
| 404 EAST COLLEGE STREET | SALEMBURG | NC | 28385 | N/A | EDUCATIONAL INSTITUT | EXHILARATING SENSORY STIMULATION ROOM | $3,000 |
| SAMARA'S VILLAGE INC | |||||||
| 1450F FIFTY LAKES DRIVE BSL | SOUTHPORT | NC | 28461 | N/A | PUBLIC CHARITY | CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT | $5,000 |
| SAMPSON COMMUNITY COLLEGE | |||||||
| 1801 SUNSET AVENUE | CLINTON | NC | 28328 | NONE | INDIVIDUAL | SCHOLARSHIP FOR FERNANDO R. CHIRINOS | $3,067 |
| SAMPSON COUNTY ARTS COUNCIL | |||||||
| 709 COLLEGE STREET | CLINTON | NC | 28328 | N/A | PUBLIC CHARITY | GRANT TO FUND EXECUTIVE DIRECTOR'S SALARY AND ARTISTS IN THE SCHOOLS PROGRAMS | $37,500 |
| SAMPSON MIDDLE SCHOOL | |||||||
| 1201 W ELIZABETH STREET | CLINTON | NC | 28328 | N/A | EDUCATIONAL INSTITUT | AIG ELA RESEARCH FIELD TRIP PROPOSAL JENNIFER OLIVER | $947 |
| SAMPSON MIDDLE SCHOOL | |||||||
| 1201 W ELIZABETH STREET | CLINTON | NC | 28328 | N/A | EDUCATIONAL INSTITUT | I'LL USE THIS WHEN? | $657 |
| SAMPSON MIDDLE SCHOOL | |||||||
| 1201 W ELIZABETH STREET | CLINTON | NC | 28328 | N/A | EDUCATIONAL INSTITUT | ANYTHING I CAN READ? | $2,058 |
| SAMPSON MIDDLE SCHOOL | |||||||
| 1201 W ELIZABETH STREET | CLINTON | NC | 28328 | N/A | EDUCATIONAL INSTITUT | MY CLASSROOM IS CHANGING | $2,708 |
| SAMPSON MIDDLE SCHOOL | |||||||
| 1201 W ELIZABETH STREET | CLINTON | NC | 28328 | N/A | EDUCATIONAL INSTITUT | "AUTHOR EXPOSURE" JENNIFER OLIVER | $2,690 |
| SAMPSON MIDDLE SCHOOL | |||||||
| 1201 W ELIZABETH STREET | CLINTON | NC | 28328 | N/A | EDUCATIONAL INSTITUT | HAPPY BODY, HAPPY MIND | $2,352 |
| SAMPSON MIDDLE SCHOOL | |||||||
| 1201 W ELIZABETH STREET | CLINTON | NC | 28328 | N/A | EDUCATIONAL INSTITUT | BOUNCING BACK TO SUCCESS | $2,990 |
| SAMPSON MIDDLE SCHOOL | |||||||
| 1201 W ELIZABETH STREET | CLINTON | NC | 28328 | N/A | EDUCATIONAL INSTITUT | POSITIVE BEHAVIOR INCENTIVES: GROWING GOODNESS | $3,000 |
| SAMPSON MIDDLE SCHOOL | |||||||
| 1201 W ELIZABETH STREET | CLINTON | NC | 28328 | N/A | EDUCATIONAL INSTITUT | FUTURE TEACHERS EXPLORE WASHINGTON, DC | $3,000 |
| SIMMONS UNIVERSITY | |||||||
| PO BOX 414104 | BOSTON | MA | 02241 | NONE | INDIVIDUAL | SCHOLARSHIP FOR HEIDI WETTIG | $32,228 |
| SIMPLY GIRLS INC | |||||||
| 406 W BROAD STREET | DUNN | NC | 28334 | N/A | PUBLIC CHARITY | GRANTS FOR GENERAL OPERATING SUPPORT (CHALLENGE 15,000; OUTRIGHT 150,000) | $165,000 |
| SIMPLY GIRLS INC | |||||||
| 406 W BROAD STREET | DUNN | NC | 28334 | N/A | PUBLIC CHARITY | MATCHING GIFTS FOR GENERAL OPERATING SUPPORT | $15,000 |
| SOUTHWESTERN UNIVERSITY | |||||||
| PO BOX 770 | GEORGETOWN | TX | 78627 | NONE | INDIVIDUAL | SCHOLARSHIP FOR NANCY MORALES | $25,295 |
| TEACH FOR AMERICA | |||||||
| PO BOX 398540 | SAN FRANCISCO | CA | 94139 | N/A | PUBLIC CHARITY | CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT | $100,000 |
| THE FILLING STATION INC | |||||||
| PO BOX 222 | POLLOCKSVILLE | NC | 28573 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT TO CONTINUE PROVIDING NECESSARY FUNDING FOR PANTRY SERVICES | $6,000 |
| THE REFUGE | |||||||
| 1380 LOWER FIELD ROAD | AYDEN | NC | 28513 | N/A | PUBLIC CHARITY | GRANT FOR CAMPERSHIPS FOR BOYS AND GIRLS CLUB FOR ONE WEEK AND SCHOOL FIELD TRIPS | $34,000 |
| THE UNIVERSITY OF NC AT CHAPEL HILL (UNC WORLD VIEW) | |||||||
| CAMPUS BOX 8011 | CHAPEL HILL | NC | 27599 | N/A | EDUCATIONAL INSTITUT | GRANT FOR YEAR ONE OF TEACHER HIGH SCHOOL INITIATIVE IN TIER 1 AND 2 COUNTIES IN EASTERN NC | $55,012 |
| THOMAS BLAIR MASKILL | |||||||
| 4704 MARSHWOOD DRIVE | WILMINGTON | NC | 28409 | NONE | INDIVIDUAL | NATIONAL BOARDS | $1,804 |
| TRIED BY FIRE INC | |||||||
| PO BOX 12691 | NEW BERN | NC | 28560 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT | $52,500 |
| UNC CHAPEL HILL | |||||||
| PO BOX 309 | CHAPEL HILL | NC | 27514 | N/A | EDUCATIONAL INSTITUT | GRANT FOR GENERAL OPERATING SUPPORT | $7,000 |
| UNC HEALTH FOUNDATION | |||||||
| 123 W FRANKLIN ST STE 510 | CHAPEL HILL | NC | 27517 | N/A | PUBLIC CHARITY | GRANT FOR RURAL HEALTH INITATIVE IN WAYNE COUNTY | $439,800 |
| UNC SCHOOL OF GOVERNMENT FOUNDATION INC | |||||||
| CAMPUS BOX 3330 | CHAPEL HILL | NC | 27599 | N/A | EDUCATIONAL INSTITUT | GRANT FOR LEAD FOR NC TO SUPPORT FELLOWS IN EASTERN NC FOR COHORT FOUR | $180,000 |
| UNION ELEMENTARY SCHOOL | |||||||
| 10400 TAYLORS BRIDGE HWY | CLINTON | NC | 28328 | N/A | EDUCATIONAL INSTITUT | OUTSIDE CENTERS | $600 |
| UNION ELEMENTARY SCHOOL | |||||||
| 10400 TAYLORS BRIDGE HWY | CLINTON | NC | 28328 | N/A | EDUCATIONAL INSTITUT | LITTLE SPARTAN IMAGINATION STATION | $2,684 |
| UNION ELEMENTARY SCHOOL | |||||||
| 10400 TAYLORS BRIDGE HWY | CLINTON | NC | 28328 | N/A | EDUCATIONAL INSTITUT | UNION MIDDLE ART CLUB | $500 |
| UNION ELEMENTARY SCHOOL | |||||||
| 10400 TAYLORS BRIDGE HWY | CLINTON | NC | 28328 | N/A | EDUCATIONAL INSTITUT | OUTSIDE CENTERS ON PLAYGROUND | $1,500 |
| UNION INTERMEDIATE SCHOOL | |||||||
| 1190 EDMOND MATTHIS ROAD | CLINTON | NC | 28328 | N/A | EDUCATIONAL INSTITUT | BOOKS, BOOKS, BOOKS EVERYWHERE | $3,000 |
| UNIVERSITY OF ROCHESTER | |||||||
| BOX 270037 | ROCHESTER | NY | 14627 | NONE | INDIVIDUAL | SCHOLARSHIP, EXPENSES FOR SERGIO AGUILAR DIAZ | $7,843 |
| VASSAR COLLEGE | |||||||
| 124 RAYMOND AVENUE BOX 8 | POUGHKEEPSIE | NY | 12604 | NONE | INDIVIDUAL | SCHOLARSHIP FOR ALEXANDER CZARKOWSKI | $6,500 |
| VEVLYN PARKS LOWE | |||||||
| 907 LAKEVIEW DRIVE | CLINTON | NC | 28328 | NONE | INDIVIDUAL | TEACHER STIPEND | $1,000 |
| VOICES TOGETHER | |||||||
| 88 VILCOME CENTER DRIVE STE 100 | CHAPEL HILL | NC | 27514 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT | $100,000 |
| WAKE FOREST UNIVERSITY | |||||||
| PO BOX 7227 | WINSTON SALEM | NC | 27109 | N/A | EDUCATIONAL INSTITUT | MATCHING GIFT FOR GENERAL OPERATING SUPPORT | $500 |
| WASHINGTON & LEE UNIVERSITY | |||||||
| 204 W WASHINGTON STREET | LEXINGTON | VA | 24450 | N/A | EDUCATIONAL INSTITUT | MATCHING GIFT FOR GENERAL OPERATING SUPPORT | $500 |
| WASHINGTON COUNTY EARLY COLLEGE HIGH SCHOOL | |||||||
| PO BOX 97 | CRESWELL | NC | 27928 | N/A | EDUCATIONAL INSTITUT | WRITEABLE DRY ERASE BOARDS | $875 |
| WASHINGTON COUNTY EARLY COLLEGE HIGH SCHOOL | |||||||
| PO BOX 97 | CRESWELL | NC | 27928 | N/A | EDUCATIONAL INSTITUT | LEARNING LEGISLATIVE LESSONS IN LIFE REUFFINA RASONABLE | $3,000 |
| WASHINGTON COUNTY EARLY COLLEGE HIGH SCHOOL | |||||||
| PO BOX 97 | CRESWELL | NC | 27928 | N/A | EDUCATIONAL INSTITUT | WCECHS USS NC TRIP DONNA WHITFIELD | $1,560 |
| WASHINGTON COUNTY HIGH SCHOOL | |||||||
| 800 EAST MAIN ST | PLYMOUTH | NC | 27962 | N/A | EDUCATIONAL INSTITUT | JOIN US IN CREATING ENGINEERS | $2,000 |
| WESTMONT COLLEGE | |||||||
| 955 LA PAZ ROAD | SANTA BARBARA | CA | 93108 | NONE | INDIVIDUAL | SCHOLARSHIP FOR DAISY FERNANDEZ | $26,902 |
| WHITTIER COLLEGE | |||||||
| PO BOX 634 | WHITTIER | CA | 90608 | NONE | INDIVIDUAL | SCHOLARSHIP FOR SUSAN JARAMILLO | $18,614 |
| WOODBERRY FOREST SCHOOL | |||||||
| 898 WOODBERRY FOREST RD | WOODBERRY FOREST | VA | 22989 | N/A | EDUCATIONAL INSTITUT | MATCHING GIFT FOR GENERAL OPERATING SUPPORT | $525 |
| YMCA OF SOUTHEASTERN NC | |||||||
| PO BOX 3467 | WILMINGTON | NC | 28406 | N/A | PUBLIC CHARITY | GRANT FOR SAMPSON COUNTY YMCA 2021 SUPPORT | $500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,419,294 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | |||||||
| 5001 SOUTH MIAMI BLVD SUITE 300 | DURHAM | NC | 27703 | N/A | PUBLIC CHARITY | CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT | $25,000 |
| ATLANTIC DANCE THEATER | |||||||
| 262 SHORELINE DRIVE | NEW BERN | NC | 28562 | N/A | PUBLIC CHARITY | CHALLENGE GRANTS FOR GENERAL OPERATING SUPPORT TO EXPAND REACH INTO JONES COUNTY | $7,500 |
| BERTIE COUNTY HIVE HOUSE | |||||||
| 103 MITCHELL STREET | LEWISTONWOODVILLE | NC | 27849 | N/A | PUBLIC CHARITY | CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT | $10,000 |
| BOYS & GIRLS CLUBS OF THE TAR RIVER REGION | |||||||
| PO BOX 1622 | ROCKY MOUNT | NC | 27802 | N/A | PUBLIC CHARITY | CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT | $20,000 |
| BOYS AND GIRLS HOMES OF NC | |||||||
| PO BOX 127 | LAKE WACCAMAW | NC | 28450 | N/A | PUBLIC CHARITY | CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT | $50,000 |
| CAROLINA CIVIC CENTER FOUNDATION | |||||||
| PO BOX 844 | LUMBERTON | NC | 28359 | N/A | PUBLIC CHARITY | CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT | $10,000 |
| CENTER FOR SCIENCE & TECHNOLOGY LEADERSHIP | |||||||
| PO BOX 165 | BETHEL | NC | 27812 | N/A | PUBLIC CHARITY | CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT OF THE BETHEL YOUTH CENTER | $5,000 |
| COMMUNITIES SUPPORTING SCHOOLS OF WAYNE COUNTY | |||||||
| PO BOX 11557 | GOLDSBORO | NC | 27532 | N/A | PUBLIC CHARITY | CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT | $10,000 |
| EPISCOPAL FARMWORKERS MINISTRY | |||||||
| 2989 EASY STREET | DUNN | NC | 28334 | N/A | PUBLIC CHARITY | CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT | $5,000 |
| FOOD BANK OF THE ALBEMARLE | |||||||
| PO BOX 1704 | ELIZABETH CITY | NC | 27906 | N/A | PUBLIC CHARITY | GRANTS FOR DISPARITIES DASHBOARD WORK (CHALLENGE 25,000; OUTRIGHT 50,000) | $75,000 |
| FOUNDATION FOR FARMWORKERS | |||||||
| 2301 SUGAR BUSH RD STE 400 | RALEIGH | NC | 27612 | N/A | PUBLIC CHARITY | CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT | $5,000 |
| MICHAEL'S ANGELS GIRLS CLUB | |||||||
| 214 N MAIN STREET | TARBORO | NC | 27886 | N/A | PUBLIC CHARITY | CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT | $5,000 |
| NC CENTRAL UNIVERSITY FOUNDATION | |||||||
| PO BOX 52466 | DURHAM | NC | 27717 | N/A | EDUCATIONAL INSTITUT | GRANTS FOR SUPPORT FOR MBA WITH REAL ESTATE CONCENTRATION PROGRAM (25,000 IN 2022,2023,2024) | $75,000 |
| NC STATE FOUNDATION FOR BENEFIT OF INSTITUTE OF EMERGING ISSUES | |||||||
| CAMPUS BOX 7406 | RALEIGH | NC | 27695 | N/A | PUBLIC CHARITY | GRANT TO SUPPORT 3 EASTERN NC ISSUES AS PART OF THE EMERGING ISSUES FORUM | $80,500 |
| NCSU FOUNDATION INC | |||||||
| BOX 7801 2310 STINSON DRIVE | RALEIGH | NC | 27695 | N/A | EDUCATIONAL INSTITUT | GRANTS FOR GENERAL OPERATING SUPPORT (123,413 FOR 2022; 88,883 FOR 2023) | $212,296 |
| NEW RIVER YMCA | |||||||
| 159 CHANEY AVE | JACKSONVILLE | NC | 28540 | N/A | PUBLIC CHARITY | CHALLENGE GRANT TO SUPPORT BEFORE/AFTERSCHOOL AND SUMMER CAMP PROGRAMS | $10,000 |
| PAL | |||||||
| PO BOX 1238 | DUNN | NC | 28334 | N/A | PUBLIC CHARITY | CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT | $10,000 |
| UNC SCHOOL OF GOVERNMENT FOUNDATION INC | |||||||
| CAMPUS BOX 3330 | CHAPEL HILL | NC | 27599 | N/A | EDUCATIONAL INSTITUT | GRANT FOR LEAD FOR NC TO SUPPORT FELLOWS IN EASTERN NC FOR COHORT FIVE | $180,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $795,296 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,457,244 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,505 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,253,264 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $13,712,013 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,712,013 | 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 | $14,650 | $0 | $14,650 |
| BOOKKEEPING FEES | $20,750 | $0 | $20,750 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (84 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERITECH CAP FDG CORP 6.875% | $339,783 | $364,841 |
| ANALOG DEVICES INC 4.5% | $305,255 | $355,562 |
| APPLE INC 2.4% | $246,125 | $255,982 |
| AT&T 3% | $249,200 | $251,905 |
| AT&T 4.125% | $254,138 | $272,816 |
| BARCLAYS BK PLC MEDIUM TERM NTS 5% | $250,000 | $250,704 |
| BELLSOUTH TELECOMMUNICATIONS INC 7% | $442,696 | $464,079 |
| BERKSHIRE HATHAWAY INC 3% | $300,019 | $307,657 |
| BOSTON UNIV 5.2% | $253,669 | $348,024 |
| BROOKFIELD FIN INC 4.85% | $505,494 | $576,948 |
| CAPITAL ONE FINL CORP 3.75% | $477,000 | $541,633 |
| CBRE SVCS INC 4.875% | $517,975 | $559,082 |
| CBS CORP NEW 3.5% | $502,371 | $527,534 |
| CH ROBINSON WORLDWIDE INC 4.2% | $497,400 | $563,651 |
| COMCAST CABLE COMMUNICATIONS INC 8.5% | $305,462 | $329,384 |
| CONOCOPHILLIPS CO 3.35% | $161,338 | $192,154 |
| CVS HEALTH CORPORATION 2.875% | $48,628 | $52,246 |
| DEERE & COMPANY 2.6% | $250,049 | $251,109 |
| DEERE & COMPANY 7.125% | $266,750 | $287,533 |
| DIRECTTV HLDGS LLC 5.15% | $313,249 | $279,000 |
| DIRECTTV HLDGS LLC 6% | $308,018 | $303,000 |
| DOLLAR GENERAL CORP 3.25% | $250,877 | $256,057 |
| ENBRIDGE INC BNDS 3.5% | $378,715 | $392,495 |
| ENERGY TRANSFER PARTNERS LP 4.05% | $162,384 | $191,805 |
| ENERGY TRANSFER PARTNERS LP 4.75% | $304,783 | $327,989 |
| FEDEX CORPORATION 3.9% | $326,326 | $370,986 |
| FORD MOTOR CO DEL 6.625% | $655,691 | $684,400 |
| FORD MOTOR CO LLC MED TRM NTS 4.6% | $500,000 | $500,080 |
| GEICO CORP 7.35% | $273,550 | $273,910 |
| GENERAL ELEC CAP CORP INTERNOTES 2.06586% | $244,360 | $248,235 |
| GENERAL MOTORS FINANCIAL CO IN 5.7% | $516,000 | $570,000 |
| HEWLETT PACKARD CO 6% | $404,473 | $532,713 |
| HORACE MANN EDUCATORS CORP NEW 4.5% | $508,106 | $540,066 |
| HORACE MANN SCH NEW YORK 2.476% | $243,975 | $252,025 |
| HYATT HOTELS CORP 4.85% | $403,942 | $435,081 |
| JOHNSON & JOHNSON 2.45% | $302,566 | $313,008 |
| JP MORGAN CHASE & CO 3.375% | $249,965 | $257,757 |
| KEMPER CORP DEL 4.35% | $252,000 | $266,888 |
| L3 TECHNOLOGIES INC 3.85% | $262,683 | $280,600 |
| LEGG MASON INC 4.75% | $407,765 | $448,395 |
| MACYS RETAIL HLDGS INC 4.5% | $127,819 | $139,238 |
| MARRIOTT INTERNATIONAL INC 4.5% | $308,351 | $339,240 |
| MORGAN STANLEY 3.95% | $492,025 | $550,116 |
| MORGAN STANLEY MED TERM 4% | $252,108 | $264,387 |
| MPLX LP 4.875% | $516,011 | $542,808 |
| NORDSTROM INC 6.95% | $283,979 | $281,563 |
| NEW JERSEY BELL TEL CO 8% | $254,575 | $257,375 |
| OCEANEERING INTL INC 4.65% | $505,113 | $502,500 |
| OXFORD SQUARE CAPITAL CORP 6.25% | $500,000 | $508,400 |
| PFIZER INC 2.75% | $99,215 | $105,948 |
| QUEST DIAGNOSTICS INC 4.25% | $502,275 | $528,324 |
| SOUTHERN POWER CO 4.15% | $294,231 | $311,179 |
| SPECTRA ENERGY PARTNERS LP 4.75% | $516,353 | $532,721 |
| TEVA PHARMACEUTICAL FIN NETH 3.15% | $47,268 | $47,000 |
| THOMSON REUTERS CORP 3.85% | $367,234 | $377,314 |
| TIME WARNER COS INC 6.625% | $290,246 | $309,478 |
| VIACOM INC NEW 7.875% | $153,233 | $165,959 |
| VIACOM INC NEW 3.45% | $243,590 | $265,275 |
| W P CAREY INC 4.6% | $303,115 | $314,291 |
| WHIRLPOOL CORP MEDIUM TERM NTS 4.7% | $503,311 | $507,572 |
| ZIMMER BIOMET HLDGS INC 3.55% | $207,075 | $221,292 |
| DELL INTL 5.45% | $140,998 | $139,257 |
| GENERAL MTRS CO 4.875% | $541,846 | $531,202 |
| ABBVIE INC 2.6% | $526,597 | $518,942 |
| CARDINAL HEALTH INC 3.5% | $537,493 | $527,773 |
| CITIGROUP INC 5.5% | $582,700 | $565,666 |
| CONAGRA BRANDS INC 4.6% | $565,552 | $549,983 |
| VALERO ENERGY CORP 3.4% | $543,055 | $533,688 |
| BANK AMER CORP 4.83% | $563,471 | $547,392 |
| EXPEDIA GROUP INC 4.625% | $570,315 | $557,134 |
| GENERAL MOTORS FINANCIAL CO 2.4% | $250,000 | $250,024 |
| PROSPECT CAP CORP 3.0% | $250,000 | $249,642 |
| EAGLE MATLS INC 2.5% | $100,850 | $98,799 |
| EAGLE PT CR CO INC 6.75% | $250,000 | $260,500 |
| ENSTAR GROUP LET 3.1% | $201,628 | $196,266 |
| BOA FIN LLC MED TERM NTS 5% | $250,000 | $250,000 |
| PROGRESSIVE CORP OH 5.375% | $530,000 | $511,250 |
| BANK NEW YORK MELLON 4.5% | $204,890 | $200,875 |
| N MISS MED CENTR INC 3.183% | $253,999 | $253,553 |
| WILLIS KNIGHTON MED CTR 3.065% | $102,357 | $98,319 |
| MFC ISHARES TR IBONDS DEC 2030 TERM | $999,974 | $971,109 |
| MFC ISHARES TR IBONDS DEC 2029 TERM | $999,995 | $971,092 |
| MFC ISHARES TR IBONDS DEC 2028 TERM | $999,999 | $971,134 |
| SPECTRA ENERGY PARTNERS LP 3.375% | $546,446 | $530,359 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (49 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $919,370 | $3,884,424 |
| ALPHABET INCORPORATED CAP STK CL C | $1,335,649 | $2,879,122 |
| AMAZON COM INC | $1,332,185 | $2,484,083 |
| APPLE INC | $530,723 | $5,895,324 |
| CATERPILLAR INC | $1,115,516 | $2,470,543 |
| CIGNA CORP NEW | $978 | $10,793 |
| COCA COLA COMPANY | $1,481,852 | $2,232,217 |
| CORTEVA INC | $165,138 | $330,960 |
| COSTCO WHOLESALE CORPORATION | $815,061 | $4,541,600 |
| CVS HEALTH CORPORATION | $1,453,951 | $2,393,312 |
| DEERE & COMPANY | $961,998 | $3,668,923 |
| DISCOVER FINL SVCS | $11,311 | $852,833 |
| DISNEY WALT COMPANY | $1,912,206 | $2,323,350 |
| DOLLAR GENERAL CORP | $747,975 | $3,926,570 |
| DOW INCORPORATED | $322,459 | $397,040 |
| DUPONT DE NEMOURS INC | $473,256 | $565,460 |
| FEDEX CORPORATION | $928,123 | $1,862,208 |
| FIRST CITIZENS BANCSHARES INC CL A | $168,896 | $40,662,160 |
| GENERAL ELECTRIC CO | $163,580 | $227,389 |
| INTL BUSINESS MACHINES CORP | $2,005,439 | $1,603,920 |
| JOHNSON & JOHNSON | $966,686 | $2,292,338 |
| KRAFT HEINZ COMPANY | $774,961 | $603,120 |
| LINCOLN NATIONAL CORP | $9,392 | $14,778,290 |
| MCDONALDS CORPORATION | $1,099,845 | $3,216,840 |
| MERCK & CO INC | $61,296 | $177,192 |
| MFC INVESCO QQQ TRUST UNIT SER I | $1,000,338 | $1,418,335 |
| MFC SPDR S&P 500 ETF UNITS SER I | $18,458,853 | $54,966,646 |
| MFC ISHARES TR RUSSELL 2000 ETF | $3,425,046 | $9,177,842 |
| MFC SPDR S&P MIDCAP 400 ETF | $6,830,238 | $19,657,345 |
| MORGAN STANLEY | $57,276 | $1,448,842 |
| MOTOROLA SOLUTIONS INC | $829,632 | $3,912,480 |
| NORFOLK SOUTHERN CORPORATION | $913,238 | $3,825,573 |
| NUCOR CORPORATION | $163,786 | $570,750 |
| PFIZER INC | $1,347,050 | $3,005,645 |
| PROCTOR & GAMBLE CO | $1,085,349 | $2,453,700 |
| SALESFORCE COM INC | $838,558 | $1,308,770 |
| SKYWORKS SOLUTIONS INC | $500,536 | $566,261 |
| SOUTHERN COMPANY | $444,516 | $685,800 |
| UNITED PARCEL SVC INC CL B | $310,300 | $1,071,700 |
| UNITED PARCEL SVC INC CL B | $1,161,299 | $3,172,232 |
| VERIZON COMMUNICATIONS INC | $907,630 | $1,075,572 |
| VIATRIS INC | $74,285 | $85,442 |
| VISA INC CL A | $610,053 | $3,293,992 |
| WABTEC CORP | $7,926 | $9,487 |
| YADKIN VALLEY CO NEW | $506 | $89,091 |
| ORGANON & CO | $3,025 | $7,034 |
| PRINCIPAL FINL GROUP INC | $0 | $7,233 |
| KYNDRYL HLDGS INC | $87,921 | $43,440 |
| ISHARES TR ISHS 1-5YR INVS | $1,840,975 | $1,811,715 |
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 | $20,918,731 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $22,386,073 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RIVERNORTH MARKETPLACE LENDING CORP SER A | AT COST | $445,158 | $519,800 |
| FEDERAL AGRIC MTG CORP 4.875% | AT COST | $250,000 | $257,800 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $17,738 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $17,738 | 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 | $3,000,000 | BOYBookValueAmt |
| EOY Book Value | $3,000,000 | EOYBookValueAmt |
| EOYFMV | $3,000,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| INTEREST AND DIVIDENDS RECEIVED IN 2022 FOR 2021 | $245,984 |
| ACCRUED INTEREST PURCHASED (2022 INCOME) | $3,968 |
| NONDEDUCTIBLE PENALTY | $300 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| POSTAGE, MAILING SERVICE | $924 | $0 | $924 |
| OFFICE EXPENSE | $4,911 | $0 | $4,911 |
| TELEPHONE | $3,424 | $0 | $3,424 |
| INSURANCE (OTHER THAN HEALTH) | $2,439 | $0 | $2,439 |
| MEMBERSHIP, DUES & SUBSCRIPTIONS | $8,360 | $0 | $8,360 |
| BUSINESS GIFTS | $1,877 | $0 | $1,877 |
| COMPUTER & WEB EXPENSE | $7,754 | $0 | $7,754 |
| MEALS | $2,417 | $0 | $2,417 |
| MILEAGE REIMBURSEMENT | $13,304 | $0 | $13,304 |
| CONTRACT LABOR | $2,000 | $0 | $2,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | THE NORTHERN TRUST COMPANY 1099-MISC | Desc |
| Revenue And Expenses Per Books | $1,505 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,505 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,505 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INTEREST AND DIVIDENDS RECEIVED IN 2021 FOR 2020 | $239,157 |
| RECOVERY OF PRIOR YEAR QUALIFYING DISTRIBUTION | $52,878 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| OUTSTANDING CHECKS(NET) | $91,634 | $187,760 |
| PAYROLL LIABILITIES WITHHELD | $6,675 | $6,958 |
| ACCRUED SEP | $46,204 | $46,700 |
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 | $123,099 | $122,899 | $0 |
| FIDUCIARY FEES OAK HARBOR WEALTH PARTNERS | $96,885 | $96,885 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $193,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |