ANONYMOUS TRUST: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ANONYMOUS TRUST (EIN 26-6220561)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-05
- IRS object ID
- 202101259349103615
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- 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 | 2021-05-05T17:14:57-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-05-05 | 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 | 2020 | 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 | $243,238,187 | 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 | $4,746,420 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,725,621 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,601,563 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $24,067,475 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,601,563 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,693 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,693 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $10,349,676 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,328,877 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $462,042 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $462,042 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $118,170 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $118,170 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $25,898 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $25,898 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $28,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $28,700 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $155,673 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $155,474 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $118,113 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $23,675 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $23,675 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,471 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,471 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $38,555 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $38,555 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $972,297 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $155,474 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $698,511 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,428,376 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,428,376 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,400,673 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $155,474 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,126,887 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$50,997 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,173,403 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,201,608 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,015,227 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,015,227 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $25,474,157 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $22,314,436 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $24,437,659 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $66,522,864 | CorporateStockBOYAmt |
| Corporate Stock EOY | $63,294,342 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $179,254,577 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $24,486,334 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $23,653,855 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $25,521,904 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,624,875 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,069,473 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,008,820 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,000,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,000,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $123,309,838 | TotalAssetsBOYAmt |
| Total Assets EOY | $123,347,333 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $243,238,187 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $49,956 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $144,513 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $49,956 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $144,513 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $123,259,882 | CapitalStockBOYAmt |
| Capital Stock EOY | $123,202,820 | 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 | $123,259,882 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $123,202,820 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $123,309,838 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $123,347,333 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $123,259,882 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$50,997 | ExcessRevenueOverExpensesAmt |
| Other Increases | $233,995 | OtherIncreasesAmt |
| Subtotal | $123,442,880 | SubtotalAmt |
| Other Decreases | $240,060 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $123,202,820 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES NT | $20,140,126 | $12,668,059 | $7,472,067 | $7,472,067 |
| PUBLICLY TRADED SECURITIES RJ | $3,927,349 | $5,797,853 | -$1,870,504 | -$1,870,504 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,601,563 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $141,410 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $141,410 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $141,410 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $142,754 | 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 | $142,754 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $139 | EsPenaltyAmt |
| Overpayment | $1,205 | OverpaymentAmt |
| Applied To ES Tax | $1,205 | 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 | $3,369 |
| KIMBERLY K BREEDEN | ||||||||
| 16 NATURES WAY | DUNN | NC | 28334 | SIMPLY EAST FUND DIRECTOR | 40.00 | $140,000 | $14,000 | $14,666 |
| DEBORAH M AIKEN | ||||||||
| 913 HIDDEN JEWEL LANE | WAKE FOREST | NC | 27587 | EXECUTIVE DIRECTOR | 40.00 | $177,042 | $17,704 | $21,805 |
| 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 | $101,666 |
| RAYMOND JAMES & ASSOCIATES INC | |||||
| 3515 GLENWOOD AVENUE STE 200 | RALEIGH | NC | 27612 | INVESTMENT ADVISORY | $54,007 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | COVID-19 EMERGENCY ASSISTANCE TO NC RURAL ECONOMIC DEVELOPMENT CENTER, INC. FOR EMERGENCY RAPID LOAN RECOVERY PROGRAM FOR TIER ONE AND TIER TWO EASTERN NORTH CAROLINA COUNTIES. | Description1Txt |
| Expenses1 | $3,000,000 | Expenses1Amt |
| Description2 | NONE | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $3,000,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $211,267,200 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $211,267,200 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $211,267,200 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,169,008 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $208,098,192 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,404,910 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,404,910 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $141,410 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $141,410 | TotalTaxAmt |
| Distributable Before Adj | $10,263,500 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,263,500 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,263,500 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,126,887 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $3,000,000 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $13,126,887 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $13,126,887 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,263,500 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $10,350,082 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,126,887 | QualifyingDistributionsAmt |
| Applied To Year1 | $10,350,082 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,776,805 | 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 | $7,486,695 | 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 | ||||||||
| 128 E BROAD STREET | 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 (205 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACTION PATHWAYS | |||||||
| PO BOX 2009 | FAYETTEVILLE | NC | 29302 | N/A | PUBLIC CHARITY | COVID-19 EMERGENCY ASSISTANCE FOR GENERAL OPERATING SUPPORT | $15,000 |
| THE ADMIRAL NIMITZ FOUNDATION | |||||||
| 311 E AUSTIN STREET | FREDERICKSBURG | TX | 78624 | N/A | PUBLIC CHARITY | MATCHING GIFT FOR GENERAL OPERATING SUPPORT | $500 |
| AHOSKIE FOOD PANTRY | |||||||
| PO BOX 159 | AHOSKIE | NC | 27910 | N/A | PUBLIC CHARITY | COVID-19 EMERGENCY ASSISTANCE FOR GENERAL OPERATING SUPPORT | $5,000 |
| ALBEMARLE HOPELINE | |||||||
| PO BOX 2064 | ELIZABETH CITY | NC | 27906 | N/A | PUBLIC CHARITY | GRANT TO SUPPORT OPERATIONS OF THEIR CRISIS SERVICES AND EMERGENCY SHELTER | $25,000 |
| ALLIANCE FRANCAIS DE RALEIGH DURHAM CHAPEL HILL | |||||||
| 5510 MUNFORD ROAD | RALEIGH | NC | 27612 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT | $40,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 5001 SOUTH MIAMI BLVD SUITE 300 | DURHAM | NC | 27703 | N/A | PUBLIC CHARITY | GRANT TO LAUNCH HEALTHY HEART AMBASSADORS PILOT PROGRAM IN EASTERN NC | $250,000 |
| AMERICAN RED CROSS | |||||||
| 100 N PEARTREE LANE | RALEIGH | NC | 27610 | N/A | PUBLIC CHARITY | GENERAL OPERATING SUPPORT RELATING TO ALL WORK IN EASTERN NC | $150,000 |
| BAPTIST STATE CONVENTION OF NC INC | |||||||
| PO BOX 1107 | CARY | NC | 27512 | N/A | PUBLIC CHARITY | TO PROVIDE SUPPORT FOR 50 FOOD PANTRIES IN EASTERN NC (BAPTISTS ON MISSION) | $50,000 |
| BERTIE COUNTY HIVE HOUSE | |||||||
| PO BOX 598 | LEWISTON | NC | 27849 | N/A | PUBLIC CHARITY | COVID-19 EMERGENCY ASSISTANCE FOR GENERAL OPERATING SUPPORT | $15,000 |
| BERTIE COUNTY HIVE HOUSE | |||||||
| PO BOX 598 | LEWISTON | NC | 27849 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT FOR WORK OF THE HIVE IN BERTIE COUNTY; FOOD PANTRY, DELIVERY, SUPPLIES FOR AGED, TUTORING, ETC. | $50,000 |
| BIG BROTHERS BIG SISTERS OF THE TRIANGLE | |||||||
| 808 AVIATION PARKWAY SUITE 900 | MORRISVILLE | NC | 27560 | N/A | PUBLIC CHARITY | MATCHING GIFTS TO SUPPORT THE AGENCY'S WORK TO SUPPORT A HEIGHTENED APPROACH TO DIVERSITY, EQUALITY AND INCLUSION | $1,000 |
| BIG BROTHERS BIG SISTERS OF THE TRIANGLE | |||||||
| 808 AVIATION PARKWAY SUITE 900 | MORRISVILLE | NC | 27560 | N/A | PUBLIC CHARITY | GRANTS TO SUPPORT THE AGENCY'S WORK TO PROVIDE PROGRAMS THAT STRIVE TO HELP STUDENTS STAY IN SCHOOL, AVOID RISKY BEHAVIORS AND JOIN GANGS, AND IMPROVE ACADEMIC PERFORMANCE THROUGH A HEIGHTENED APPROACH TO DIVERSITY, EQUALITY AND INCLUSION ($75.000 OUTRIGHT AND $50,000 CHALLENGE FORGIVEN DUE TO COVID-19) | $125,000 |
| BLUE RIDGE PARKWAY FOUNDATION | |||||||
| 717 S MARSHALL STREET SUITE 105B | WINSTON SALEM | NC | 27101 | N/A | PUBLIC CHARITY | CHALLENGE GRANT FOR "THE TRAILS AND VIEWS FOREVER" PROJECT | $300,000 |
| BOYS & GIRLS CLUBS OF THE ALBEMARLE | |||||||
| 131 MORRISTOWN ROAD | EDENTON | NC | 27932 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT FOR TWO CLUBS, EDENTON AND ELIZABETH CITY | $50,000 |
| BOYS & GIRLS CLUBS OF THE TAR RIVER REGION | |||||||
| PO BOX 1622 | ROCKY MOUNT | NC | 27802 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT TO HELP CONTINUE ADVANCING THE MISSION TO INSPIRE AND ENABLE ALL YOUNG PEOPLE, ESPECIALLY THOSE WHO NEED US THE MOST, TO REACH THEIR FULL POTENTIAL AS PRODUCTIVE, RESPONSIBLE AND CARING CITIZENS IN NINE CLUBS IN NASH AND EDGECOMBE COUNTIES | $60,000 |
| BOYS & GIRLS CLUBS OF THE COASTAL PLAIN | |||||||
| 621 W FIRE TOWER ROAD | WINTERVILLE | NC | 28590 | N/A | PUBLIC CHARITY | GRANT TO FUND THE SECOND YEAR OF THE INAUGURAL CLUB ACADEMY IN MARTIN COUNTY FOR 3RD AND 4TH GRADERS | $150,000 |
| BOYS & GIRLS CLUBS OF WAYNE COUNTY | |||||||
| PO BOX 774 | GOLDSBORO | NC | 27533 | N/A | PUBLIC CHARITY | GRANTS FOR GENERAL OPERATING SUPPORT TO ENABLE ALL YOUNG PEOPLE, ESPECIALLY THOSE WHO NEED US MOST, TO REACH THEIR FULL POTENTIAL AS PRODUCTIVE, CARING, RESPONSIBLE CITIZENS ($25,000 CHALLENGE AND $65,000 OUTRIGHT) | $90,000 |
| BOYS & GIRLS HOMES OF NC | |||||||
| PO BOX 127 | LAKE WACCAMAW | NC | 28450 | N/A | PUBLIC CHARITY | GRANTS FOR GENERAL OPERATING SUPPORT TO PROVIDE A COMPREHENSIVE ARRAY OF RESIDENTIAL AND COMMUNITY BASED SERVICES TO MEET THE NEEDS OF VULNERABLE CHILDREN BY ADDRESSING THEIR PHYSICAL, EMOTIONAL, SOCIAL, EDUCATION AND SPIRITUAL DEVELOPMENT ($50,000 CHALLENGE AND $100,000 OUTRIGHT) | $150,000 |
| CAPE FEAR BOTANICAL GARDEN | |||||||
| PO BOX 53485 | FAYETTEVILLE | NC | 28301 | N/A | PUBLIC CHARITY | GRANTS FOR GENERAL OPERATING SUPPORT FOR EDUCATIONAL PROGRAMS FOR CHILDREN AND SCHOLARSHIPS FOR SCHOOLS AND NON-PROFITS ($75,000 OUTRIGHT AND $25,000 CHALLENGE) | $100,000 |
| CAROLINA MUSEUM OF THE MARINE | |||||||
| PO BOX 1046 | JACKSONVILLE | NC | 28541 | N/A | PUBLIC CHARITY | GRANT TO FUND THE LEADERS CAN BE MADE PROGRAM AT SWANSBORO HIGH SCHOOL | $25,000 |
| CARTERET COUNTY PARTNERSHIP FOR CHILDREN | |||||||
| 3328-A BRIDGES STREET | MOREHEAD CITY | NC | 28557 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT OF BETTER BEGINNINGS PROGRAM | $15,000 |
| CHILD ADVOCACY CENTER | |||||||
| PO BOX 488 | FAYETTEVILLE | NC | 28302 | N/A | PUBLIC CHARITY | GRANT TO SUPPORT THE DAY TO DAY OPERATIONS OF THE CENTER THAT SERVES CHILDREN THAT ARE VICTIMS OF SEXUAL OR SERIOUS PHYSICAL ABUSE | $50,000 |
| CONNECTION OF CUMBERLAND COUNTY | |||||||
| PO BOX 88040 | FAYETTEVILLE | NC | 28304 | N/A | PUBLIC CHARITY | GRANT TO SUPPORT THE DAY TO DAY OPERATIONS OF THE DAY RESOURCE CENTER THAT PROVIDES SUPPORTIVE SERVICES TO HELP IMPROVE THE QUALITY OF LIFE OF WOMEN AND CHILDREN WHO ARE HOMELESS | $17,000 |
| COMMUNITIES IN SCHOOLS OF NC | |||||||
| 222 N PERSON STREET SUITE 203A | RALEIGH | NC | 27604 | N/A | PUBLIC CHARITY | GRANT TO SUPPORT DAY TO DAY OPERATIONS OF THEIR WRAP AROUND SERVICES IN TEN COUNTIES IN EASTERN NC | $50,000 |
| COMMUNITIES SUPPORTING SCHOOLS OF WAYNE COUNTY | |||||||
| PO BOX 11557 | GOLDSBORO | NC | 27532 | N/A | PUBLIC CHARITY | GRANTS FOR GENERAL OPERATING SUPPORT TO PROVIDE OPPORTUNITIES FOR STUDENTS TO STAY IN SCHOOL, GRADUATE, AND BE SUCCESSFUL IN LIFE THROUGH THE SUCCESS COACH PROGRAM ($30,000 OUTRIGHT AND $10,000 CHALLENGE) | $40,000 |
| CUMBERLAND COMMUNITY FOUNDATION INC | |||||||
| PO BOX 2345 | FAYETTEVILLE | NC | 28301 | N/A | PUBLIC CHARITY | COVID-19 EMERGENCY ASSISTANCE FOR GENERAL OPERATING SUPPORT | $50,000 |
| THE DOWN EAST PARTNERSHIP FOR CHILDREN | |||||||
| PO BOX 1245 | ROCKY MOUNT | NC | 28702 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT FOR PARENTING AND READING PROGRAMS | $60,000 |
| DRESS FOR SUCCESS TRIANGLE | |||||||
| 1815 TILLERY PLACE SUITE 105 | RALEIGH | NC | 27604 | N/A | PUBLIC CHARITY | GRANT TO SUPPORT FEASIBILITY STUDY FOR EASTERN NC EXPANSION | $10,000 |
| DUKE UNIVERSITY ALUMNI AND DEVELOPMENT RECORDS | |||||||
| BOX 90581 | DURHAM | NC | 27708 | N/A | EDUCATIONAL INSTITUT | GRANT TO FUND 5 DCAC ADVISORS IN SAMPSON COUNTY AND ONE IN JOHNSTON COUNTY FOR ONE YEAR, 5 COLLEGE PREP BOOTCAMPS, 3 ATTENDEES TO DCAC SUMMER TRAINING, DATA COLLECTION AND STORY TELLING | $282,910 |
| EASTERN NC INTERNSHIP PROGRAM | |||||||
| 801 N MAIN STREET | TARBORO | NC | 27886 | N/A | PUBLIC CHARITY | GRANT TO FUND TWO INTERNS IN EASTERN NC AND GENERAL OPERATING EXPENSES | $16,400 |
| EAST CAROLINA UNIVERSITY FOUNDATION | |||||||
| 2200 SOUTH CHARLES BLVD OFFICE 1506 | GREENVILLE | NC | 27858 | N/A | EDUCATIONAL INSTITUT | GRANT TO CONTINUE HEALTHY LIVES AND BEYOND PROGRAM IN DUPLIN COUNTY AND TO INITIATE THE PROGRAM IN JONES COUNTY IN JANUARY, 2021 | $300,000 |
| EDNC | |||||||
| PO BOX 1636 | RALEIGH | NC | 27602 | N/A | PUBLIC CHARITY | GRANT TO FUND A STATEWIDE ARTS AND EDUCATION VERTICAL-A COMPREHENSIVE AND MULTI-PRONGED STRATEGY TO INCREASE UNDERSTANDING ARTS AND EDUCATION AMONG NC'S POLICY MAKERS, POLICY SHAPERS, PHILANTHROPISTS, AND THE PUBLIC | $125,000 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 4000 WESTCHASE BLVD SUITE 510 | RALEIGH | NC | 27607 | N/A | PUBLIC CHARITY | GRANTS FOR GENERAL OPERATING SUPPORT TO HELP BRING LASTING SOLUTIONS TO THE MOST SERIOUS ENVIRONMENTAL PROBLEMS AFFECTING THE AGRICULTURAL SOUTHEASTERN LANDSCAPE ($100,000 OUTRIGHT AND $100,000 CHALLENGE) | $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 |
| FAYETTEVILLE AREA HABITAT FOR HUMANITY | |||||||
| 310 GREEN STREET | FAYETTEVILLE | NC | 28301 | N/A | PUBLIC CHARITY | GRANT TO FUND THE COST OF AN ORGANIZATIONAL ASSESSMENT AND EXECUTIVE DIRECTOR SEARCH | $1,138 |
| FAYETTEVILLE AREA HABITAT FOR HUMANITY | |||||||
| 310 GREEN STREET | FAYETTEVILLE | NC | 28301 | N/A | PUBLIC CHARITY | GRANT TO SUPPORT THE BUILD OF TWO NEW HOMES FOR HABITAT FAMILIES | $210,000 |
| FAYETTEVILLE TECHNICAL COMMUNITY COLLEGE | |||||||
| PO BOX 35236 | FAYETTEVILLE | NC | 28303 | N/A | EDUCATIONAL INSTITUT | GRANT TO SUPPORT NURSING SCHOOL EXPANSION | $100,000 |
| THE FILLING STATION INC | |||||||
| PO BOX 222 | POLLOCKSVILLE | NC | 28573 | N/A | PUBLIC CHARITY | GRANTS FOR GENERAL OPERATING SUPPORT TO CONTINUE PROVIDING NECESSARY FUNDING FOR PANTRY SERVICES WHICH INCLUDES PURCHASING FOOD AND FOOD RECOVERY OPERATIONS, FOOD DISTRIBUTION, INCREASED COSTS ASSOCIATED WITH COVID CLEANING SERVICES, INCREASING THE NUMBER OF CHILDREN SERVED THROUGH THE BACKPACK BUDDIES PROGRAM, AND SPRING UPFIT AND REPLANTING OF THE COMMUNITY GARDEN ($20,000 OUTRIGHT AND $5,000 CHALLENGE) | $25,000 |
| THE FILLING STATION INC | |||||||
| PO BOX 222 | POLLOCKSVILLE | NC | 28573 | N/A | PUBLIC CHARITY | COVID-19 EMERGENCY ASSISTANCE FOR GENERAL OPERATING SUPPORT | $13,500 |
| FOOD BANK OF THE ALBEMARLE | |||||||
| PO BOX 1704 | ELIZABETH CITY | NC | 27906 | N/A | PUBLIC CHARITY | COVID-19 EMERGENCY ASSISTANCE FOR GENERAL OPERATING SUPPORT | $50,000 |
| FOOD BANK OF CENTRAL & EASTERN NC | |||||||
| 1924 CAPITAL BOULEVARD | RALEIGH | NC | 27604 | N/A | PUBLIC CHARITY | COVID-19 EMERGENCY ASSISTANCE FOR GENERAL OPERATING SUPPORT | $75,000 |
| FOOD BANK OF CENTRAL & EASTERN NC | |||||||
| 1924 CAPITAL BOULEVARD | RALEIGH | NC | 27604 | N/A | PUBLIC CHARITY | MATCHING GIFT FOR GENERAL OPERATING SUPPORT | $2,500 |
| FOUNDATION FOR FARMWORKERS | |||||||
| 1126 16TH ST NW STE 210 | WASHINGTON | DC | 200364804 | N/A | PUBLIC CHARITY | GRANT TO HELP PROVIDE PRO BONO LEGAL SERVICES AND EDUCATIONAL ASSISTANCE TO FARMWORKERS AND MIGRANT WORKERS | $15,000 |
| HARNETT COUNTY REGIONAL THEATRE | |||||||
| PO BOX 1471 | DUNN | NC | 28334 | N/A | PUBLIC CHARITY | GRANT TO FUND THE COST OF THE SUMMER WORKSHOP FOR YOUTH | $10,000 |
| HEALTH EDUCATION FOUNDATION OF EASTERN NC INC | |||||||
| 1631 S WESLEYAN BLVD | ROCKY MOUNT | NC | 27803 | N/A | PUBLIC CHARITY | GRANT TO FUND PORTION OF YEAR ONE OF THE ACCELERATOR PROGRAM AND INSIGHTS HUB | $78,750 |
| HEARTS & HANDS FOR HAITI | |||||||
| 6612 CREEDMOOR ROAD | RALEIGH | NC | 27613 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL HAITI DONATIONS, STAN & PATTY WIEBE, EDUCATION FUND, HAITI LEADERSHIP SUPPORT, HEARTS AND HANDS FOR HAITI | $70,000 |
| HISTORIC PRESERVATION FOUNDATION OF NC | |||||||
| PO BOX 27644 | RALEIGH | NC | 27611 | N/A | PUBLIC CHARITY | CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT | $10,000 |
| INTERFAITH PRISON MINISTRY FOR WOMEN | |||||||
| 112 SOUTH SALISBURY STREET | RALEIGH | NC | 27601 | N/A | PUBLIC CHARITY | COVID-19 EMERGENCY ASSISTANCE FOR GENERAL OPERATING SUPPORT | $10,000 |
| INTERFAITH PRISON MINISTRY FOR WOMEN | |||||||
| 112 SOUTH SALISBURY STREET | RALEIGH | NC | 27601 | N/A | PUBLIC CHARITY | GRANT FOR THE PLANNING OF A WOMEN'S RE-ENTRY MODEL | $298,488 |
| INTERFAITH PRISON MINISTRY FOR WOMEN | |||||||
| 112 SOUTH SALISBURY STREET | RALEIGH | NC | 27601 | N/A | PUBLIC CHARITY | GRANTS FOR GENERAL OPERATING SUPPORT TO HELP PROVIDE CRITICAL CHAPLAINCY SERVICES AND TRANSITIONAL EDUCATION/SUPPORT FOR WOMEN IN PRISON ($70,000 OUTRIGHT AND $25,000 CHALLENGE) | $95,000 |
| IPAS | |||||||
| PO BOX 9990 | CHAPEL HILL | NC | 27515 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT RELATED TO THE WORK TO PROVIDE WOMEN AND GIRLS ACCESS TO THE REPRODUCTIVE CARE THEY NEED IN MIGRANT COMMUNITIES | $125,000 |
| L'ECOLE FRENCH SCHOOL OF RALEIGH | |||||||
| 5510 MUNFORD ROAD | RALEIGH | NC | 27612 | N/A | EDUCATIONAL INSTITUT | ADMINISTRATIVE SUPPORT INCLUDING RENT ASSISTANCE OF $60,000 AND EXECUTIVE DIRECTOR'S SALARY OF $30,000 | $90,000 |
| LOAVES AND FISHES CUMBERLAND COUNTY | |||||||
| PO BOX 36216 | FAYETTEVILLE | NC | 28303 | N/A | PUBLIC CHARITY | COVID-19 EMERGENCY ASSISTANCE FOR GENERAL OPERATING SUPPORT | $10,000 |
| THE MADEIRA SCHOOL | |||||||
| 8328 GEORGETOWN PIKE | MCLEAN | VA | 22102 | N/A | EDUCATIONAL INSTITUT | ALL THE DIFFERENCE: DORM MODERNIZATION FUND | $1,000,000 |
| MEN AND WOMEN UNITED FOR YOUTH AND FAMILIES | |||||||
| PO BOX 315 | DELCO | NC | 28436 | N/A | PUBLIC CHARITY | GRANTS FOR GENERAL OPERATING SUPPORT TO HELP EMPOWER PEOPLE AND STRENGTHEN FAMILIES TO BUILD UP RURAL COMMUNITIES THROUGH ADULT CLASSES AND THE YOUTH AMBASSADOR PROGRAM ($25,000 OUTRIGHT AND $10,000 CHALLENGE) | $35,000 |
| MEN AND WOMEN UNITED FOR YOUTH AND FAMILIES | |||||||
| PO BOX 315 | DELCO | NC | 28436 | N/A | PUBLIC CHARITY | COVID-19 EMERGENCY ASSISTANCE FOR GENERAL OPERATING SUPPORT | $10,000 |
| MICHAEL'S ANGELS GIRLS CLUB | |||||||
| 216 N MAIN STREET | TARBORO | NC | 27886 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT TO HELP YOUNG GIRLS IN THE TARBORO AREA CONVERT IDLENESS TO ACTION THROUGH AFTERSCHOOL PROGRAMS | $30,000 |
| MY REFUGE | |||||||
| PO BOX 1233 | LUMBERTON | NC | 28359 | N/A | PUBLIC CHARITY | COVID-19 EMERGENCY ASSISTANCE FOR GENERAL OPERATING SUPPORT | $10,000 |
| NEW BERN CIVIC THEATER | |||||||
| 141 POLLOCK STREET | NEW BERN | NC | 28560 | N/A | PUBLIC CHARITY | GRANT FOR THE COST OF TRANSPORTABLE SOUND AND LIGHT EQUIPMENT AND VAN RENTALS FROM SAAX BRADBURY PLAYER | $15,000 |
| NEW LEADERS | |||||||
| 1350 CONCOURSE AVENUE SUITE 4 | MEMPHIS | TN | 38104 | N/A | PUBLIC CHARITY | GRANTS FOR GENERAL OPERATING SUPPORT OF THE NEW LEADER'S PROGRAM IN EDGECOMBE AND VANCE COUNTIES | $75,000 |
| NEW RIVER YMCA | |||||||
| PO BOX 599 | JACKSONVILLE | NC | 28541 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT FOR WORK WITH AQUATICS SAFETY, AFTERSCHOOL AND SUMMER PROGRAMS | $50,000 |
| NORTH CAROLINA COMMUNITY FOUNDATION | |||||||
| 3737 GLENWOOD AVE SUITE 460 | RALEIGH | NC | 27612 | N/A | PUBLIC CHARITY | GRANT TO SUPPORT NC COMMUNITY FOUNDATION HEALTHIER COMMUNITIES FUND; $100,000 TO GRANTEES AND $25,000 FOR CAPACITY BUILDING | $125,000 |
| NORTH CAROLINA MUSEUM OF ART | |||||||
| 4630 MAIL SERVICE CENTER | RALEIGH | NC | 27699 | N/A | PUBLIC CHARITY | GRANT TO PROVIDE FUNDING FOR RACIAL EQUITY INSTITUTE TRAINING | $50,000 |
| NC NETWORK OF GRANTMAKERS | |||||||
| 3737 GLENWOOD AVE SUITE 460 | RALEIGH | NC | 27612 | N/A | PUBLIC CHARITY | INVEST EARLY NC-EARLY CHILDHOOD COLLABORATIVE | $5,000 |
| NCSSM | |||||||
| 1219 BROAD STREET | DURHAM | NC | 27705 | N/A | PUBLIC CHARITY | MATCHING GIFT FOR GENERAL OPERATING SUPPORT | $500 |
| NCSU FOUNDATION INC | |||||||
| BOX 7202 | RALEIGH | NC | 27695 | N/A | EDUCATIONAL INSTITUT | GRANT TO PROVIDE FUNDING FOR 50 LATINX STUDENTS TO ATTEND JUNTOS SUMMER ACADEMY AT NCSU IN 2020 | $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 | $65,000 |
| NC SYMPHONY | |||||||
| 3700 GLENWOOD AVENUE SUITE 130 | RALEIGH | NC | 27612 | N/A | PUBLIC CHARITY | GRANT TO SUPPORT MUSIC EDUCATION IN EASTERN NC | $150,000 |
| NC SYMPHONY | |||||||
| 3700 GLENWOOD AVENUE SUITE 130 | RALEIGH | NC | 27612 | N/A | PUBLIC CHARITY | MATCHING GIFT FOR GENERAL OPERATING SUPPORT | $2,500 |
| NC YOUTH VIOLENCE PREVENTION CENTER | |||||||
| 800 N WALNUT STREET | LUMBERTON | NC | 28358 | N/A | PUBLIC CHARITY | GRANTS FOR GENERAL OPERATING SUPPORT TO INCREASE THE QUALITY OF LIFE FOR THE YOUTH, CHILDREN AND FAMILIES IN SOUTHEASTERN NC BY REDIRECTING YOUTH TOWARD A VIOLENCE FREE FUTURE, HELP SUPPORT THE TEEN COURT, AFTERSCHOOL AND PARENTING WISELY PROGRAMS ($30,000 OUTRIGHT AND $20,000 CHALLENGE) | $50,000 |
| NURSE FAMILY PARTNERSHIPS NATIONAL SERVICE CENTER | |||||||
| 1900 GRANTS ST 4TH FLOOR | DENVER | CO | 80203 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT TO DELIVER SERVICES VIA ROBESON COUNTY, NC HEALTH DEPARTMENT AND HALIFAX COMMUNITY CENTER | $92,046 |
| PARTNERS IN MINISTRY | |||||||
| PO BOX 1621 | LAURINBURG | NC | 28352 | N/A | PUBLIC CHARITY | COVID-19 EMERGENCY ASSISTANCE FOR GENERAL OPERATING SUPPORT | $25,000 |
| PARTNERS IN MINISTRY | |||||||
| PO BOX 1621 | LAURINBURG | NC | 28352 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT FOR STRENGTHENING YOUTH IN SCIENCE, TECHNOLOGY, ENGINEERING AND MATH AFTERSCHOOL AND SUMMER PROGRAMS FOR STUDENTS IN GRADES 3-8 | $50,000 |
| PAVE SE RALEIGH CHARTER SCHOOL INC | |||||||
| 3420 IDLEWOOD VILLAGE DRIVE | RALEIGH | NC | 27610 | N/A | PUBLIC CHARITY | GRANT FOR THE LAUNCH OF THE FIRST YEAR MIDDLE SCHOOL CHALLENGE IN 2021-2022 AND 2022-2023 | $100,000 |
| PEACEMAKERS OF ROCKY MOUNT | |||||||
| 2221 WEST RALEIGH BLVD | ROCKY MOUNT | NC | 27803 | N/A | PUBLIC CHARITY | GRANTS FOR GENERAL OPERATING SUPPORT OF THE 2020 FREEDOM SCHOOL SUMMER PROGRAM ($20,000 CHALLENGE AND $30,000 OUTRIGHT) | $50,000 |
| PENLAND SCHOOL OF CRAFTS | |||||||
| PO BOX 37 | PENLAND | NC | 28765 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT TO BRING WORKSHOPS TO AN INTERNATIONAL CENTER FOR CRAFT EDUCATION IN THE BLUE RIDGE MOUNTAINS OF NC | $2,500 |
| POLICE ATHLETIC LEAGUE | |||||||
| PO BOX 11238 | DUNN | NC | 28334 | N/A | PUBLIC CHARITY | GRANT TO SUPPORT THE DAY TO DAY OPERATIONS OF THE AFTERSCHOOL AND SUMMER PROGRAMS FOR AT RISK YOUTH | $50,000 |
| REACH OUT AND READ CAROLINAS | |||||||
| 18 PLOTT DRIVE | SYLVA | NC | 28779 | N/A | PUBLIC CHARITY | GRANTS FOR GENERAL OPERATING SUPPORT FOR PROGRAMS WHICH HELP CHILDREN AND FAMILIES READ, SING, AND PLAY TOGETHER-INCREASING A POSITIVE SENSE OF FAMILY, COMMUNITY AND SELF: BOOK ACQUISITION ($30,000 CHALLENGE AND $30,000 OUTRIGHT) | $60,000 |
| RELIGIOUS COMMUNITY SERVICES INC | |||||||
| PO BOX 704 | NEW BERN | NC | 28560 | N/A | PUBLIC CHARITY | COVID-19 EMERGENCY ASSISTANCE FOR GENERAL OPERATING SUPPORT | $20,000 |
| ROBESON COUNTY DISASTER RECOVERY COMMITTEE INC | |||||||
| 802 N CEDAR STREET | LUMBERTON | NC | 28358 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT TO HELP WITH EFFORTS TO CONTINUE TO HELP VICTIMS RECOVER FROM DISASTERS | $50,000 |
| SAFECHILD INC | |||||||
| 864 WEST MORGAN STREET | RALEIGH | NC | 27603 | N/A | PUBLIC CHARITY | CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT | $20,000 |
| SAINT MARY'S SCHOOL | |||||||
| 900 HILLSBOROUGH STREET | RALEIGH | NC | 27603 | N/A | EDUCATIONAL INSTITUT | MATCHING GRANT FOR GENERAL OPERATING SUPPORT | $500 |
| THE SALVATION ARMY OF CAPE FEAR | |||||||
| PO BOX 90 | WILMINGTON | NC | 28402 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT TO EXPAND SERVICES TO RURAL AREAS FOR INDIVIDUALS AND FAMILIES WHO ARE IN NEED OF ASSISTANCE | $75,000 |
| THE SALVATION ARMY OF CAPE FEAR | |||||||
| PO BOX 90 | WILMINGTON | NC | 28402 | N/A | PUBLIC CHARITY | COVID-19 EMERGENCY ASSISTANCE FOR GENERAL OPERATING SUPPORT | $25,000 |
| THE SALVATION ARMY OF SANDHILLS REGION | |||||||
| PO BOX 1107 | FAYETTEVILLE | NC | 28302 | N/A | PUBLIC CHARITY | COVID-19 EMERGENCY ASSISTANCE FOR GENERAL OPERATING SUPPORT | $25,000 |
| SAMARA'S VILLAGE INC | |||||||
| 1450F FIFTY LAKES DRIVE BSL | SOUTHPORT | NC | 28461 | N/A | PUBLIC CHARITY | GRANT FOR GENERAL OPERATING SUPPORT TO HELP YOUNG FAMILIES RAISE HEALTHY BABIES BY PROVIDING TEEN PREGNANCY AND PARENTING SUPPORT THROUGH HOME VISITOR COACHES FOR THE MOMS AND FATHERHOOD MENTORS FOR THE DADS | $12,000 |
| SAMPSON COUNTY ARTS COUNCIL | |||||||
| 709 COLLEGE STREET | CLINTON | NC | 28328 | N/A | PUBLIC CHARITY | GRANT FOR ADMINISTRATIVE SUPPORT TO ENRICH THE CULTURAL LIVES OF THE CITIZENS OF SAMPSON COUNTY BY NURTURING AND SUPPORTING EXCELLENCE IN THE ARTS; PROMOTING, PRESENTING AND ENCOURAGING EDUCATIONAL ACTIVITIES; AND OTHERWISE ENHANCING THE GROWTH AND APPRECIATION OF THE VISUAL, LITERARY AND PERFORMING ARTS | $25,000 |
| SAMPSON COUNTY REGIONAL MEDICAL FOUNDATION INC | |||||||
| PO BOX 260 | CLINTON | NC | 28328 | N/A | PUBLIC CHARITY | GRANT TO FUND THE COST OF YEAR ONE OF BABY & ME TOBACCO FREE PROGRAM AT SAMPSON REGIONAL MEDICAL CENTER | $27,166 |
| SCHOOLS THAT LEAD | |||||||
| 219 OHIO AVENUE | WILMINGTON | DE | 19805 | N/A | PUBLIC CHARITY | GRANT TO COMBINE THE PROVEN IMPROVEMENT SCIENCE APPROACH WITH THE SCIENCE OF READING TO CREATE AN EARLY LITERACY IMPROVEMENT NETWORK IN EASTERN NC | $40,000 |
| SIMPLY GIRLS INC | |||||||
| 406 W BROAD STREET | DUNN | NC | 28334 | N/A | PUBLIC CHARITY | GRANTS FOR GENERAL OPERATING SUPPORT TO SERVE GIRLS AGES 5-18 IN AFTER SCHOOL AND SUMMER PROGRAMS; INSPIRING ALL GIRLS TO BE SMART, HEALTHY, STRONG, BOLD AND PROUD; PURCHASE OF VAN AND COMPUTERS ($205,000 OUTRIGHT AND $15,000 CHALLENGE) | $220,000 |
| SIMPLY GIRLS INC | |||||||
| 406 W BROAD STREET | DUNN | NC | 28334 | N/A | PUBLIC CHARITY | MATCHING GIFTS FOR GENERAL OPERATING SUPPORT TO SERVE GIRLS AGES 5-18 IN AFTER SCHOOL AND SUMMER PROGRAMS; INSPIRING ALL GIRLS TO BE SMART, HEALTHY, STRONG, BOLD AND PROUD | $2,000 |
| SOUND RIVERS INC | |||||||
| PO BOX 1854 | WASHINGTON | NC | 27889 | N/A | PUBLIC CHARITY | MATCHING GIFT FOR GENERAL OPERATING SUPPORT | $2,000 |
| TEACH FOR AMERICA | |||||||
| 1151 FALLS ROAD SUITE 2023 | ROCKY MOUNT | NC | 27804 | N/A | PUBLIC CHARITY | GRANTS INVESTED DIRECTLY IN THE REGION TO CONTINUE TO RECRUIT, SUPPORT AND CONNECT DIVERSE, INNOVATIVE LEADERS AND FUEL THE LEADERSHIP PIPELINE FOR EDUCATION EQUITY IN EASTERN NC ($600,000 OUTRIGHT AND $200,000 CHALLENGE) | $800,000 |
| UNC SCHOOL OF GOVERNMENT FOUNDATION | |||||||
| CAMPUS BOX 3330 | CHAPEL HILL | NC | 27599 | N/A | EDUCATIONAL INSTITUT | GRANT TO SUPPORT UP TO 10 LEAD FOR NC FELLOWS IN TIER ONE COUNTIES IN EASTERN NC | $150,600 |
| UNC SCHOOL OF GOVERNMENT FOUNDATION | |||||||
| CAMPUS BOX 3330 | CHAPEL HILL | NC | 27599 | N/A | EDUCATIONAL INSTITUT | GRANT TO PROVIDE SUPPORT TO ECONOMICALLY DISADVANTAGED COMMUNITIES IN EASTERN NC TO COVER ALL OR PART OF THE COST OF A THIRD COHORT LEAD FOR NC FELLOW | $180,000 |
| UNC SCHOOL OF LAW | |||||||
| CAMPUS BOX 3380 | CHAPEL HILL | NC | 27599 | N/A | EDUCATIONAL INSTITUT | MATCHING GIFT FOR GENERAL OPERATING SUPPORT | $4,000 |
| UNIVERSITY OF MOUNT OLIVE | |||||||
| PO BOX 90 | MOUNT OLIVE | NC | 28365 | N/A | EDUCATIONAL INSTITUT | GRANT TO FUND SCHOLARSHIPS AND OPERATING EXPENSES RELATED TO HOMEGROWN TEACHERS ACADEMY | $150,000 |
| VIDANT HEALTH FOUNDATION | |||||||
| 690 MEDICAL DRIVE | GREENVILLE | NC | 27835 | N/A | PUBLIC CHARITY | GRANT TO COMPLETE FUNDING AND ONE YEAR OF OPERATING EXPENSES FOR THE MOBILE HEALTH UNIT TO BE USED IN BERTIE AND HYDE COUNTIES | $46,872 |
| VIDANT HEALTH FOUNDATION | |||||||
| 690 MEDICAL DRIVE | GREENVILLE | NC | 27835 | N/A | PUBLIC CHARITY | GRANT TO FUND THE START-UP AND FIRST YEAR OF OPERATIONS OF THE CARE TRANSFORMATION EMERGENCY DEPARTMENT OUTREACH AT VIDANT NORTH HOSPITAL | $113,431 |
| WAKE COUNTY BAR ASSOCIATION FOUNDATION | |||||||
| PO BOX 3686 | CARY | NC | 27519 | N/A | PUBLIC CHARITY | MATCHING GIFT FOR GENERAL OPERATING SUPPORT | $2,000 |
| WAKE FOREST UNIVERSITY | |||||||
| 1834 WAKE FOREST ROAD | WINSTON SALEM | NC | 27109 | N/A | EDUCATIONAL INSTITUT | MATCHING GIFT FOR GENERAL OPERATING SUPPORT | $500 |
| WILSON COUNTY BOARD OF EDUCATION | |||||||
| PO BOX 2048 | WILSON | NC | 27894 | N/A | PUBLIC CHARITY | GRANT TO FUND THE BUILD OUT AND EQUIPMENT AT WASH CLINIC AT HUNT HIGH SCHOOL IN WILSON | $105,000 |
| WILSON FORWARD | |||||||
| PO BOX 1764 | WILSON | NC | 27894 | N/A | PUBLIC CHARITY | GRANTS FOR GENERAL OPERATING SUPPORT FOR ONGOING INITIATIVES SUCH AS COMMUNICATIONS, MDC WORK, COMMUNITY OUTREACH AND TECHNICAL RESOURCES ($20,000 OUTRIGHT AND $5,000 CHALLENGE) | $25,000 |
| WORD TABERNACLE CHURCH INC | |||||||
| 821 WORD PLAZA | ROCKY MOUNT | NC | 27804 | N/A | RELIGIOUS ORGANIZATI | GRANT TO FUND THE FEE FOR 20-30 NON-PROFIT LEADERS TO ATTEND THE DUKE NON-PROFIT CERTIFICATE PROGRAM AND OTHER OPERATING EXPENSES TO SUPPORT NON-PROFIT TRAINING AND LEADERSHIP | $70,000 |
| YMCA OF THE SANDHILLS | |||||||
| 2717 FORT BRAGG ROAD | FAYETTEVILLE | NC | 28303 | N/A | PUBLIC CHARITY | GRANT TO PROVIDE REMAINING FUNDS TO START Y ACADEMY IN FAYETTEVILLE, HOPE MILLS AND HARNETT COUNTY | $79,000 |
| HOBBTON ELEMENTARY SCHOOL | |||||||
| 12361 HOBBTON HWY | NEWTON GROVE | NC | 28366 | N/A | EDUCATIONAL INSTITUT | FRECKLE JUICE FOR ALL | $200 |
| HOBBTON HIGH SCHOOL | |||||||
| 12201 HOBBTON HWY | NEWTON GROVE | NC | 28366 | N/A | EDUCATIONAL INSTITUT | I GET TO DO WHAT I LOVE..AGAIN! GEOFFREY TART | $3,000 |
| HOBBTON HIGH SCHOOL | |||||||
| 12201 HOBBTON HWY | NEWTON GROVE | NC | 28366 | N/A | EDUCATIONAL INSTITUT | EXPERIENCE AMERICAN HISTORY POST COVID 19 | $2,918 |
| HOBBTON MIDDLE SCHOOL | |||||||
| 12081 HOBBTON HWY | NEWTON GROVE | NC | 28366 | N/A | EDUCATIONAL INSTITUT | "I WANT TO PLAY" | $1,024 |
| MIDWAY ELEMENTARY SCHOOL | |||||||
| 15375 SPIVEYS CORNER HWY | DUNN | NC | 28334 | N/A | EDUCATIONAL INSTITUT | BOOKS FOR A NEW BEGINNING | $1,580 |
| MIDWAY ELEMENTARY SCHOOL | |||||||
| 15375 SPIVEYS CORNER HWY | DUNN | NC | 28334 | N/A | EDUCATIONAL INSTITUT | MAKING MATH FUN | $2,220 |
| MIDWAY ELEMENTARY SCHOOL | |||||||
| 15375 SPIVEYS CORNER HWY | DUNN | NC | 28334 | N/A | EDUCATIONAL INSTITUT | ROLLING BACK FROM REMOTE | $1,000 |
| MIDWAY HIGH SCHOOL | |||||||
| 15274 SPIVEYS CORNER ROAD | NEWTON GROVE | NC | 28366 | N/A | EDUCATIONAL INSTITUT | MIRROR AND WINDOWS: "OUR STORIES" | $2,600 |
| MIDWAY HIGH SCHOOL | |||||||
| 15274 SPIVEYS CORNER ROAD | NEWTON GROVE | NC | 28366 | N/A | EDUCATIONAL INSTITUT | ENSURING THE PROPER EDUCATION OF OUR CHORUS STUDENTS | $3,000 |
| MIDWAY HIGH SCHOOL | |||||||
| 15274 SPIVEYS CORNER ROAD | NEWTON GROVE | NC | 28366 | N/A | EDUCATIONAL INSTITUT | BRIDGING THE GAP IN THE VIRTUAL CLASSROOM AND FACE TO FACE | $3,000 |
| MIDWAY HIGH SCHOOL | |||||||
| 15274 SPIVEYS CORNER ROAD | NEWTON GROVE | NC | 28366 | N/A | EDUCATIONAL INSTITUT | BRINGING LOCAL TALENT INTO THE CLASSROOM-JOSH TEW | $3,000 |
| MIDWAY HIGH SCHOOL | |||||||
| 15274 SPIVEYS CORNER ROAD | NEWTON GROVE | NC | 28366 | N/A | EDUCATIONAL INSTITUT | LEARN FROM THE COMPOSER TO PAY TRIBUTE TO LOVED ONES-JOSH TEW | $3,000 |
| MIDWAY MIDDLE SCHOOL | |||||||
| 1115 ROBERTS GROVE ROAD | DUNN | NC | 28334 | N/A | EDUCATIONAL INSTITUT | I BELIEVE IN THE FUTURE OF TECHNICAL EDUCATION | $3,000 |
| NC OUTWARD BOUND SCHOOL | |||||||
| 2582 RICEVILLE ROAD | ASHEVILLE | NC | 28805 | N/A | PUBLIC CHARITY | TUITION FOR SAMPSON MIDDLE SCHOOL STUDENTS | $43,680 |
| NCSSM | |||||||
| 1219 BROAD STREET | DURHAM | NC | 27705 | N/A | PUBLIC CHARITY | ENC-STEM | $86,732 |
| NORTH CAROLINA SYMPHONY | |||||||
| 3700 GLENWOOD AVENUE SUITE 130 | RALEIGH | NC | 27612 | N/A | PUBLIC CHARITY | 63 TICKETS TO FRIDAY FAVORITES AN AMERICAN IN PARIS-MIDWAY MIDDLE SCHOOL | $827 |
| NC STATE EDUCATION ASSISTANCE AUTHORITY | |||||||
| 10 TW ALEXANDER DRIVE | RESEARCH TRIANGLE PARK | NC | 27709 | N/A | PUBLIC CHARITY | LOAN PAYMENT FOR LESLIE MATTHIS | $1,595 |
| NC STATE EDUCATION ASSISTANCE AUTHORITY | |||||||
| 10 TW ALEXANDER DRIVE | RESEARCH TRIANGLE PARK | NC | 27709 | N/A | PUBLIC CHARITY | LOAN PAYMENT FOR JAMIE HARPER | $1,052 |
| NC STATE EDUCATION ASSISTANCE AUTHORITY | |||||||
| 10 TW ALEXANDER DRIVE | RESEARCH TRIANGLE PARK | NC | 27709 | N/A | PUBLIC CHARITY | LOAN PAYMENT FOR KAREN WRENCH | $1,540 |
| NC STATE EDUCATION ASSISTANCE AUTHORITY | |||||||
| 10 TW ALEXANDER DRIVE | RESEARCH TRIANGLE PARK | NC | 27709 | N/A | PUBLIC CHARITY | LOAN PAYMENT FOR JODI HALL | $1,644 |
| NORTH CAROLINA SYMPHONY | |||||||
| 3700 GLENWOOD AVENUE SUITE 130 | RALEIGH | NC | 27612 | N/A | PUBLIC CHARITY | VISIT TO SYMPHONY PERFORMANCE | $310 |
| PLAIN VIEW ELEMENTARY | |||||||
| 4140 PLAIN VIEW HWY | DUNN | NC | 28334 | N/A | EDUCATIONAL INSTITUT | BOOKS THAT BIND | $2,109 |
| PLAIN VIEW ELEMENTARY | |||||||
| 4140 PLAIN VIEW HWY | DUNN | NC | 28334 | N/A | EDUCATIONAL INSTITUT | RAPPIN' TO ACADEMIC EXCELLENCE | $2,500 |
| PLAIN VIEW ELEMENTARY | |||||||
| 4140 PLAIN VIEW HWY | DUNN | NC | 28334 | N/A | EDUCATIONAL INSTITUT | CALMING CORNERS FOR KIDS | $2,671 |
| SAMPSON MIDDLE SCHOOL | |||||||
| 1201 W ELIZABETH STREET | CLINTON | NC | 28328 | N/A | EDUCATIONAL INSTITUT | BOOKS OF MY OWN | $2,238 |
| SAMPSON MIDDLE SCHOOL | |||||||
| 1201 W ELIZABETH STREET | CLINTON | NC | 28328 | N/A | EDUCATIONAL INSTITUT | EXCEL WITH IXL IN AIG | $1,250 |
| SAMPSON MIDDLE SCHOOL | |||||||
| 1201 W ELIZABETH STREET | CLINTON | NC | 28328 | N/A | EDUCATIONAL INSTITUT | A BASSOON, A MASTER CLASS WITH NO REPAIRS VEVLYN LOWE | $2,750 |
| SAMPSON MIDDLE SCHOOL | |||||||
| 1201 W ELIZABETH STREET | CLINTON | NC | 28328 | N/A | EDUCATIONAL INSTITUT | DARK HORSE MISSION GROUP | $3,000 |
| SAMPSON MIDDLE SCHOOL | |||||||
| 1201 W ELIZABETH STREET | CLINTON | NC | 28328 | N/A | EDUCATIONAL INSTITUT | SUPPLYING 7TH GRADE STUDENTS FOR SUCCESS | $3,000 |
| SAMPSON MIDDLE SCHOOL | |||||||
| 1201 W ELIZABETH STREET | CLINTON | NC | 28328 | N/A | EDUCATIONAL INSTITUT | SUPPLYING 8TH GRADE STUDENTS FOR SUCCESS | $2,909 |
| SAMPSON MIDDLE SCHOOL | |||||||
| 1201 W ELIZABETH STREET | CLINTON | NC | 28328 | N/A | EDUCATIONAL INSTITUT | DEVELOPING HOLISTIC STUDENTS | $2,939 |
| SAMPSON MIDDLE SCHOOL | |||||||
| 1201 W ELIZABETH STREET | CLINTON | NC | 28328 | N/A | EDUCATIONAL INSTITUT | SUPPLYING 6TH GRADE STUDENTS FOR SUCCESS | $2,914 |
| SAMPSON MIDDLE SCHOOL | |||||||
| 1201 W ELIZABETH STREET | CLINTON | NC | 28328 | N/A | EDUCATIONAL INSTITUT | A WIN-WIN FOR ALL VEVLYN LOWE | $3,000 |
| SAMPSON MIDDLE SCHOOL | |||||||
| 1201 W ELIZABETH STREET | CLINTON | NC | 28328 | N/A | EDUCATIONAL INSTITUT | MATH COUNTS VIDEO CHALLENGERS | $1,595 |
| SUNSET AVENUE SCHOOL | |||||||
| 505 SUNSET AVENUE | CLINTON | NC | 28328 | N/A | EDUCATIONAL INSTITUT | ON YOUR MARK, GET SET, READ | $500 |
| UNION ELEMENTARY SCHOOL | |||||||
| 10400 TAYLORS BRIDGE HWY | CLINTON | NC | 28328 | N/A | EDUCATIONAL INSTITUT | PRE-K CENTERS ON PLAYGROUND | $1,000 |
| UNION ELEMENTARY SCHOOL | |||||||
| 10400 TAYLORS BRIDGE HWY | CLINTON | NC | 28328 | N/A | EDUCATIONAL INSTITUT | ADAPTING ART FOR NEW TIMES | $3,000 |
| UNION ELEMENTARY SCHOOL | |||||||
| 10400 TAYLORS BRIDGE HWY | CLINTON | NC | 28328 | N/A | EDUCATIONAL INSTITUT | PRE-K CENTERS ON PLAYGROUND | $1,000 |
| UNION HIGH SCHOOL | |||||||
| 1189 KADER MERRITT ROAD | ROSE HILL | NC | 28458 | N/A | EDUCATIONAL INSTITUT | INSPIRING 21ST CENTURY LEARNERS; MARKETING, TECHNOLOGY, AND THE ARTS | $3,000 |
| UNION HIGH SCHOOL | |||||||
| 1189 KADER MERRITT ROAD | ROSE HILL | NC | 28458 | N/A | EDUCATIONAL INSTITUT | INVESTIGATING THE HUMAN BODY | $2,623 |
| UNION HIGH SCHOOL | |||||||
| 1189 KADER MERRITT ROAD | ROSE HILL | NC | 28458 | N/A | EDUCATIONAL INSTITUT | PROPOSAL FOR SUPPLYING ALL NEEDS SAFELY | $694 |
| UNION HIGH SCHOOL | |||||||
| 1189 KADER MERRITT ROAD | ROSE HILL | NC | 28458 | N/A | EDUCATIONAL INSTITUT | LIGHT UP OUR LIVES! | $2,767 |
| UNION INTERMEDIATE SCHOOL | |||||||
| 1190 EDMOND MATTHIS ROAD | CLINTON | NC | 28328 | N/A | EDUCATIONAL INSTITUT | IT ALL "CENTERS" AROUND LEARNING | $1,107 |
| UNION MIDDLE SCHOOL | |||||||
| 455 RIVER ROAD | CLINTON | NC | 28328 | N/A | EDUCATIONAL INSTITUT | NCMA VISIT ASHLEY KNOWLES | $170 |
| SANDRA GILBERT CANNADY | |||||||
| 4400 ROSEBORO HWY | CLINTON | NC | 28328 | NONE | INDIVIDUAL | NATIONAL BOARD CERTIFICATION | $2,593 |
| RONALD EARL DAVIS JR | |||||||
| 76 DENTON AVENUE | CLINTON | NC | 28328 | NONE | INDIVIDUAL | EDUCATOR STIPEND | $1,000 |
| KRISTEN HALES ESS | |||||||
| 112 LEWIS ILEY TEW ROAD | DUNN | NC | 28334 | NONE | INDIVIDUAL | MONTICELLO & THE LEGACY OF SLAVERY | $350 |
| LINSEY D FAIRCLOTH | |||||||
| 300 BEAVER DAM DRIVE | CLINTON | NC | 28328 | NONE | INDIVIDUAL | NATIONAL BOARD CERTIFICATION | $2,491 |
| JODI L HALL | |||||||
| 240 LAKE POINTE LANE | CLINTON | NC | 28328 | NONE | INDIVIDUAL | NATIONAL BOARD CERTIFICATION | $750 |
| JAMIE L HARPER | |||||||
| 409-C W ELIZABETH STREET | CLINTON | NC | 28328 | NONE | INDIVIDUAL | NATIONAL BOARD CERTIFICATION | $1,150 |
| HEATHER B KNOWLES | |||||||
| 211 ELWOOD LANE | WALLACE | NC | 28466 | NONE | INDIVIDUAL | EDUCATOR STIPEND | $300 |
| LESLIE MATHIS | |||||||
| 3057 UNION SCHOOL ROAD | CLINTON | NC | 28328 | NONE | INDIVIDUAL | NATIONAL BOARD CERTIFICATION | $465 |
| CHELSEA B MCGRAW | |||||||
| 3563 CEDAR RIDGE ROAD | ALLISON PARK | PA | 15101 | NONE | INDIVIDUAL | EDUCATOR STIPEND | $300 |
| KRYSTIN M MCPHAIL | |||||||
| 1368 MCPHAIL ROAD | SALEMBURG | NC | 28385 | NONE | INDIVIDUAL | EDUCATOR STIPEND | $300 |
| TRACY S MOORE | |||||||
| 148 LEGACY WOODS DRIVE | WALLACE | NC | 28466 | NONE | INDIVIDUAL | EDUCATOR STIPEND | $300 |
| MEREDITH ODUM | |||||||
| 101 S BIZZELL DRIVE | CLINTON | NC | 28328 | NONE | INDIVIDUAL | NATIONAL BOARD CERTIFICATION | $2,111 |
| RAGAN PEARSON | |||||||
| 106 REYNARD PATH | CLINTON | NC | 28328 | NONE | INDIVIDUAL | EDUCATOR STIPEND | $100 |
| MOLLY PETERSON WHITE | |||||||
| 1922 NC HWY 53 EAST | ELIZABETHTOWN | NC | 28337 | NONE | INDIVIDUAL | NATIONAL BOARD CERTIFICATION | $2,817 |
| SEQUITA LOVONIQUE WHITE | |||||||
| 2465 HERRING ROAD | ROSE HILL | NC | 28458 | NONE | INDIVIDUAL | EDUCATOR STIPEND | $1,000 |
| KAREN MOORE WRENCH | |||||||
| 408 BUTLER DRIVE | CLINTON | NC | 28328 | NONE | INDIVIDUAL | NATIONAL BOARD CERTIFICATION | $1,032 |
| ABILENE CHRISTIAN UNIVERSITY | |||||||
| 1600 CAMPUS COURT | ABILENE | TX | 79699 | NONE | INDIVIDUAL | SCHOLARSHIP FOR GERALD ZUNIGA | $20,595 |
| CEDAR CREST COLLEGE | |||||||
| 100 COLLEGE DRIVE | ALLENTOWN | PA | 18104 | NONE | INDIVIDUAL | SCHOLARSHIP FOR PERLA GUILLERMO | $16,885 |
| EMERSON COLLEGE | |||||||
| 120 BOYLSTON ST | BOSTON | MA | 02116 | NONE | INDIVIDUAL | SCHOLARSHIP FOR THALIA PLATA | $57,618 |
| EMMANUEL COLLEGE | |||||||
| PO BOX 129 | FRANKLIN SPRINGS | GA | 30639 | NONE | INDIVIDUAL | REFUND OF SCHOLARSHIP FOR RYLEA TEW | -$2,228 |
| THE GEORGE WASHINGTON UNIVERSITY | |||||||
| PO BOX 822543 | PHILADELPHIA | PA | 19182 | NONE | INDIVIDUAL | SCHOLARSHIP FOR CAROLINE CZARKOWSKI | $16,000 |
| HAMPDEN-SYDNEY COLLEGE | |||||||
| 80 COLLEGE ROAD | HAMPDEN SYDNEY | VA | 23943 | NONE | INDIVIDUAL | SCHOLARSHIP FOR GRAY SUTTER | $22,000 |
| HAMPDEN-SYDNEY COLLEGE | |||||||
| 80 COLLEGE ROAD | HAMPDEN SYDNEY | VA | 23943 | NONE | INDIVIDUAL | SCHOLARSHIP FOR SPELL CARR | $7,500 |
| HOLLINS UNIVERSITY | |||||||
| PO BOX 9658 | ROANOKE | VA | 24020 | NONE | INDIVIDUAL | SCHOLARSHIP FOR PRISCILA SANTIAGO HERNANDEZ | $17,700 |
| HOWARD UNIVERSITY | |||||||
| 2400 SIXTH STREET NW | WASHINGTON | DC | 20059 | NONE | INDIVIDUAL | SCHOLARSHIP FOR KALEB L. MCLAURIN | $31,827 |
| HOWARD UNIVERSITY | |||||||
| 2400 SIXTH STREET NW | WASHINGTON | DC | 20059 | NONE | INDIVIDUAL | SCHOLARSHIP FOR JANET THOMPSON | $23,028 |
| ITHACA COLLEGE | |||||||
| 953 DANBY ROAD | ITHACA | NY | 14850 | NONE | INDIVIDUAL | SCHOLARSHIP FOR WILLIAM JACKSON | $21,383 |
| LEHIGH UNIVERSITY | |||||||
| 27 MEMORIAL DRIVE | BETHLEHEM | PA | 18015 | NONE | INDIVIDUAL | SCHOLARSHIP FOR JOHN CRUZ | $23,000 |
| LIPSCOMB UNIVERSITY | |||||||
| 1 UNIVERSITY PARK DRIVE | NASHVILLE | TN | 37204 | NONE | INDIVIDUAL | SCHOLARSHIP FOR CRISTIAN RAMIRES | $22,139 |
| LIPSCOMB UNIVERSITY | |||||||
| 1 UNIVERSITY PARK DRIVE | NASHVILLE | TN | 37204 | NONE | INDIVIDUAL | SCHOLARSHIP FOR AUSTIN KONNOR BROWN | $18,657 |
| MARYMOUNT MANHATTAN COLLEGE | |||||||
| 221 EAST 71ST STREET | NEW YORK | NY | 10021 | NONE | INDIVIDUAL | SCHOLARSHIP FOR BRIANNA GIBSON | $30,300 |
| MERCER UNIVERSITY | |||||||
| 1501 MERCER UNIVERSITY DRIVE | MACON | GA | 31207 | NONE | INDIVIDUAL | SCHOLARSHIP FOR FRANCISCO ROSAS-GOMEZ | $18,395 |
| MIDDLEBURY COLLEGE | |||||||
| 14 OLD CHAPEL ROAD | MIDDLEBURY | VT | 05753 | NONE | INDIVIDUAL | SCHOLARSHIP FOR NYREKE PETERS | $1,500 |
| MOREHOUSE COLLEGE | |||||||
| 830 WESTVIEW DRIVE SW | ATLANTA | GA | 30314 | NONE | INDIVIDUAL | SCHOLARSHIP FOR ISAIAH WILSON | $9,176 |
| OHIO WESLEYAN UNIVERSITY | |||||||
| 61 S SANDUSKY STREET | DELAWARE | OH | 43015 | NONE | INDIVIDUAL | SCHOLARSHIP FOR JOSE ARMENDARIZ MATUTE | $37,526 |
| RANDOLPH COLLEGE | |||||||
| 2500 RIVERMONT AVENUE | LYNCHBURG | VA | 24503 | NONE | INDIVIDUAL | SCHOLARSHIP FOR KAYLA A MORRIS | $8,521 |
| RANDOLPH MACON COLLEGE | |||||||
| PO BOX 5005 | ASHLAND | VA | 23005 | NONE | INDIVIDUAL | SCHOLARSHIP FOR KYLIE CASHWELL | $7,000 |
| RANDOLPH MACON COLLEGE | |||||||
| PO BOX 5005 | ASHLAND | VA | 23005 | NONE | INDIVIDUAL | SCHOLARSHIP FOR EDYE CARR | $12,000 |
| RHODES COLLEGE | |||||||
| 2000 NORTH PARKWAY | MEMPHIS | TN | 38112 | NONE | INDIVIDUAL | SCHOLARSHIP FOR HANNAH ROBINSON | $5,880 |
| ROANOKE COLLEGE | |||||||
| 221 COLLEGE LANE | SALEM | VA | 24153 | NONE | INDIVIDUAL | SCHOLARSHIP FOR CAROLINA DAUGHTRY | $23,748 |
| ROANOKE COLLEGE | |||||||
| 221 COLLEGE LANE | SALEM | VA | 24153 | NONE | INDIVIDUAL | SCHOLARSHIP FOR ROSA JARAMILLO | $16,465 |
| ROANOKE COLLEGE | |||||||
| 221 COLLEGE LANE | SALEM | VA | 24153 | NONE | INDIVIDUAL | SCHOLARSHIP FOR KAROL KUSMIERCZUK | $16,925 |
| ROANOKE COLLEGE | |||||||
| 221 COLLEGE LANE | SALEM | VA | 24153 | NONE | INDIVIDUAL | SCHOLARSHIP FOR MARIA MEZA | $21,272 |
| SIMMONS UNIVERSITY | |||||||
| PO BOX 414104 | BOSTON | MA | 02241 | NONE | INDIVIDUAL | SCHOLARSHIP FOR HEIDI WETTIG | $6,939 |
| UNIVERSITY OF ROCHESTER | |||||||
| 330 MELIORA HALL | ROCHESTER | NY | 14627 | NONE | INDIVIDUAL | SCHOLARSHIP, EXPENSES FOR SERGIO AGUILAR DIAZ | $2,201 |
| VIRGINIA WESLEYAN COLLEGE | |||||||
| 5817 WESLEYAN DRIVE | VIRGINIA BEACH | VA | 23455 | NONE | INDIVIDUAL | SCHOLARSHIP FOR ANALAYSIA DAVIS | $21,589 |
| WHITTIER COLLEGE | |||||||
| 13406 E PHILADELPHIA STREET | WHITTIER | CA | 90602 | NONE | INDIVIDUAL | SCHOLARSHIP FOR SUSAN JARAMILLO | $18,250 |
| ROSA HAYDEE JARAMILLO | |||||||
| 816 MAYNARD RD | GODWIN | NC | 28344 | NONE | INDIVIDUAL | INTERNSHIP FUNDING | $435 |
| JOSE ARMENDARIZ MATUTE | |||||||
| 1701 REEDSFORD ROAD | CLINTON | NC | 28328 | NONE | INDIVIDUAL | INTERNSHIP FUNDING | $400 |
| KALEB MCLAURIN | |||||||
| 64 VADA W LANE | CLINTON | NC | 28328 | NONE | INDIVIDUAL | INTERSHIP FUNDING | $1,600 |
| KAYLA A MORRIS | |||||||
| 598 BEAVERDAM ROAD | CLINTON | NC | 28328 | NONE | INDIVIDUAL | INTERSHIP FUNDING | $3,900 |
| THALIA PLATA | |||||||
| 407 W BUTLER AVENUE | CLINTON | NC | 28328 | NONE | INDIVIDUAL | EXPENSE REIMBURSEMENT | $5,207 |
| ASHLEY MELENDREZ | |||||||
| 2406 HAYFIELD ROAD | WADE | NC | 28395 | NONE | INDIVIDUAL | TEACHER GRANT | $8,000 |
| ALICIA P SUMNER | |||||||
| 1114 TIMBERLAKE DRIVE | CLINTON | NC | 28328 | NONE | INDIVIDUAL | TEACHER GRANT | $8,000 |
| AMERICAN EXPRESS AND CHASE CARD SER | |||||||
| 20500 BELSHAW AVE | CARSON | CA | 90746 | NONE | INDIVIDUAL | EXPENSES FOR COLLEGE INTERVIEWS, VISITS AND BOOKS | $2,525 |
| MARYVILLE COLLEGE | |||||||
| 502 E LAMAR ALEXANDER PKWY | MARYVILLE | TN | 37804 | NONE | INDIVIDUAL | SCHOLARSHIP FOR BRIANNA GIBSON | $7,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,428,376 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALBEMARLE HOPELINE | |||||||
| PO BOX 2064 | ELIZABETH CITY | NE | 27906 | N/A | PUBLIC CHARITY | CHALLENGE GRANT TO SUPPORT OPERATIONS OF THEIR CRISIS SERVICES AND EMERGENCY SHELTER | $25,000 |
| BERTIE COUNTY HIVE HOUSE | |||||||
| PO BOX 598 | LEWISTON | NC | 27489 | N/A | PUBLIC CHARITY | CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT RELATED TO THE WORK OF THE HIVE IN BERTIE COUNTY; FOOD PANTRY, DELIVERY, SUPPLIES FOR AGED, COVID AND TUTORING | $10,000 |
| BOYS & GIRLS HOMES OF NC | |||||||
| PO BOX 127 | LAKE WACCAMAW | NC | 28450 | N/A | PUBLIC CHARITY | CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT FOR OPERATIONS OF THE HOMES FOR FOSTER CHILDREN AND THEIR WORK WITH CHILDREN WHOSE PARENTS ARE SEEKING SUBSTANCE TREATMENT | $50,000 |
| CARTERET COUNTY PARTNERSHIP FOR CHILDREN | |||||||
| 3328-A BRIDGES STREET | MOREHEAD CITY | NC | 28557 | N/A | PUBLIC CHARITY | CHALLENGE GRANT FOR GENERAL OPERATING EXPENSES ASSOCIATED WITH THE BETTER BEGINNINGS PROGRAM | $8,000 |
| CLINTON AREA FOUNDATION FOR EDUCATION | |||||||
| PO BOX 442 | CLINTON | NC | 28329 | N/A | PUBLIC CHARITY | GRANT FOR THE DARK HORSE FELLOWS PROGRAM WHICH WILL RECRUIT, DEVELOP AND RETAIN SUCCESSFUL CLINTON HIGH SCHOOL STUDENTS INTO THE FIELD OF EDUCATION ($102,883 FOR 2021 AND 2022) | $205,765 |
| COMMUNITIES SUPPORTING SCHOOLS OF WAYNE COUNTY | |||||||
| PO BOX 11557 | GOLDSBORO | NC | 27532 | N/A | PUBLIC CHARITY | GRANTS ($30,000 OUTRIGHT AND $10,000 CHALLENGE) TO SUPPORT THE DAY TO DAY OPERATIONS OF THE SUCCESS COACH PROGRAM | $40,000 |
| COMMUNITIES IN SCHOOLS OF NC | |||||||
| 222 N PERSON STREET SUITE 203A | RALEIGH | NC | 27604 | N/A | PUBLIC CHARITY | CHALLENGE GRANT TO SUPPORT THEIR DAY TO DAY OPERATIONS OF THEIR WRAP AROUND SERVICES IN TEN EASTERN NORTH CAROLINA COUNTIES | $25,000 |
| THE DOWN EAST PARTNERSHIP FOR CHILDREN | |||||||
| PO BOX 1245 | ROCKY MOUNT | NC | 27802 | N/A | PUBLIC CHARITY | CHALLENGE GRANT TO SUPPORT THEIR DAY TO DAY OPERATIONS OF PARENTING AND READING PROGRAMS | $10,000 |
| EDNC | |||||||
| PO BOX 1636 | RALEIGH | NC | 27602 | N/A | PUBLIC CHARITY | GRANTS ($75,000 OUTRIGHT AND $50,000 CHALLENGE) TO FUND A STATEWIDE ARTS AND EDUCATION VERTICAL-A COMPREHENSIVE AND MULTI-PRONGED STRATEGY TO INCREASE THE UNDERSTANDING OF ARTS AND EDUCATION AMONG NORTH CAROLINA'S POLICY MAKERS, POLICY SHAPERS, PHILANTHROPISTS AND THE PUBLIC | $125,000 |
| FAYETTEVILLE AREA HABITAT FOR HUMANITY | |||||||
| 310 GREEN STREET | FAYETTEVILLE | NC | 28301 | N/A | PUBLIC CHARITY | GRANT TO SUPPORT THE BUILD OF TWO NEW HOMES FOR HABITAT FAMILIES | $105,000 |
| THE FILLING STATION INC | |||||||
| PO BOX 222 | POLLOCKSVILLE | NC | 28573 | N/A | PUBLIC CHARITY | CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT | $6,000 |
| HEALTH EDUCATION FOUNDATION OF EASTERN NC INC | |||||||
| 1631 S WESLEYAN BLVD | ROCKY MOUNT | NC | 27803 | N/A | PUBLIC CHARITY | GRANT TO FUND COSTS ASSOCIATED WITH ACCELERATOR PROGRAM AND INSIGHTS HUB ($213,000 IN 2021 AND $244,250 IN 2022) | $457,250 |
| INTERFAITH PRISON MINISTRY FOR WOMEN | |||||||
| 112 SOUTH SALISBURY STREET | RALEIGH | NC | 27601 | N/A | PUBLIC CHARITY | GRANT TO SUPPORT PHASE 1 OF THE NEW WOMEN'S REENTRY MODEL ($354,630 IN 2021 AND 2022) | $709,260 |
| MEN AND WOMEN UNITED FOR YOUTH AND FAMILIES | |||||||
| PO BOX 315 | DELCO | NC | 28436 | N/A | PUBLIC CHARITY | CHALLENGE GRANT TO SUPPORT THE COMMUNITY DEVELOPMENT PROGRAMS OFFERED THROUGH ADULT CLASSES AND THE YOUTH AMBASSADOR PROGRAM | $10,000 |
| NEW RIVER YMCA | |||||||
| PO BOX 599 | JACKSONVILLE | NC | 28541 | N/A | PUBLIC CHARITY | CHALLENGE GRANT TO SUPPORT THE DAY TO DAY OPERATIONS OF THE SUMMER AND AFTER SCHOOL PROGRAMS | $10,000 |
| SAMARA'S VILLAGE INC | |||||||
| 1450F FIFTY LAKES DRIVE BSL | SOUTHPORT | NC | 28461 | N/A | PUBLIC CHARITY | CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT | $5,000 |
| SCHOOLS THAT LEAD | |||||||
| 219 OHIO AVENUE | WILMINGTON | DE | 19805 | N/A | PUBLIC CHARITY | GRANT TO COMBINE THE PROVEN IMPROVEMENT SCIENCE APPROACH WITH THE SCIENCE OF LEADING TO CREATE AN EARLY LITERACY IMPROVEMENT NETWORK IN EASTERN NC | $40,000 |
| SIMPLY GIRLS INC | |||||||
| 406 W BROAD STREET | DUNN | NC | 28334 | N/A | PUBLIC CHARITY | GRANT FOR $150,000 IN 2021, 2022 AND 2023, FOR GENERAL OPERATING SUPPORT TO SERVE GIRLS AGES 5-18 IN AFTER SCHOOL AND SUMMER PROGRAMS; INSPIRING ALL GIRLS TO BE SMART, HEALTHY, STRONG, BOLD AND PROUD | $450,000 |
| TEACH FOR AMERICA | |||||||
| 1151 FALLS ROAD SUITE 2023 | ROCKY MOUNT | NC | 27804 | N/A | PUBLIC CHARITY | CHALLENGE GRANT TO BE USED TO BUILD SUPPORT FOR THE SUMMER PRACTICUM (WHICH WILL REPLACE SUMMER RESIDENCY) | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,391,275 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,746,420 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,693 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,601,563 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,349,676 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,349,676 | 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 | $10,950 | $0 | $10,950 |
| BOOKKEEPING FEES | $17,750 | $0 | $17,750 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (71 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERITECH CAP FDG CORP 6.875% | $345,477 | $368,531 |
| ANALOG DEVICES INC 4.5% | $305,499 | $360,174 |
| ANALOG DEVICES INC 2.5% | $493,120 | $509,011 |
| APPLE INC 2.4% | $246,125 | $262,241 |
| APPLE INC 2.85% | $250,400 | $252,032 |
| AT&T 3% | $249,200 | $258,734 |
| AT&T 4.125% | $254,969 | $289,318 |
| AUTOZONE INC 2.5% | $198,602 | $200,863 |
| BARCLAYS BK PLC MEDIUM TERM NTS 5% | $250,000 | $252,227 |
| BELLSOUTH TELECOMMUNICATIONS INC 7% | $452,342 | $496,199 |
| BERKSHIRE HATHAWAY INC 3% | $300,031 | $316,492 |
| BOSTON UNIV 5.2% | $253,669 | $357,748 |
| BROOKFIELD FIN INC 4.85% | $506,093 | $612,519 |
| CAPITAL ONE FINL CORP 3.75% | $477,000 | $570,610 |
| CBRE SVCS INC 4.875% | $521,556 | $590,755 |
| CBS CORP NEW 3.5% | $502,999 | $548,514 |
| CH ROBINSON WORLDWIDE INC 4.2% | $497,400 | $591,511 |
| COMCAST CABLE COMMUNICATIONS INC 8.5% | $314,325 | $349,406 |
| CONOCOPHILLIPS CO 3.35% | $161,338 | $199,196 |
| CVS HEALTH CORPORATION 2.875% | $48,628 | $54,878 |
| DEERE & COMPANY 2.6% | $250,147 | $257,171 |
| DEERE & COMPANY 7.125% | $272,071 | $303,480 |
| DIRECTTV HLDGS LLC 5.15% | $313,622 | $326,041 |
| DIRECTTV HLDGS LLC 6% | $308,246 | $342,404 |
| DOLLAR GENERAL CORP 3.25% | $251,440 | $264,523 |
| ENBRIDGE INC BNDS 3.5% | $379,743 | $407,803 |
| ENERGY TRANSFER PARTNERS LP 4.05% | $162,384 | $198,558 |
| ENERGY TRANSFER PARTNERS LP 4.75% | $305,726 | $339,448 |
| EQUIFAX INC NTS 2.3% | $291,852 | $301,686 |
| FEDEX CORPORATION 3.9% | $326,326 | $396,436 |
| FEDEX CORPORATION 3.3% | $247,758 | $280,100 |
| FORD MOTOR CO DEL 6.625% | $665,595 | $653,225 |
| FORD MOTOR CO LLC MED TRM NTS 4.6% | $500,000 | $497,443 |
| GEICO CORP 7.35% | $284,913 | $293,343 |
| GENERAL ELEC CAP CORP INTERNOTES 2.06586% | $244,360 | $242,057 |
| GENERAL MOTORS FINANCIAL CO IN 5.7% | $516,000 | $551,250 |
| HEWLETT PACKARD CO 6% | $404,588 | $522,593 |
| HORACE MANN EDUCATORS CORP NEW 4.5% | $509,938 | $545,523 |
| HORACE MANN SCH NEW YORK 2.476% | $243,975 | $258,352 |
| HYATT HOTELS CORP 4.85% | $404,714 | $446,517 |
| JOHNSON & JOHNSON 2.45% | $303,102 | $326,361 |
| JP MORGAN CHASE & CO 3.375% | $249,965 | $267,200 |
| KEMPER CORP DEL 4.35% | $252,521 | $277,666 |
| LAM RESH CORP 2.8% | $250,358 | $252,223 |
| L3 TECHNOLOGIES INC 3.85% | $263,165 | $286,358 |
| LEGG MASON INC 4.75% | $409,300 | $474,978 |
| MACYS RETAIL HLDGS INC 4.5% | $127,819 | $108,342 |
| MARRIOTT INTERNATIONAL INC 4.5% | $308,832 | $342,720 |
| MORGAN STANLEY 3.95% | $492,025 | $578,074 |
| MORGAN STANLEY MED TERM 4% | $252,761 | $277,662 |
| MVC CAPITAL INC 6.25% | $500,000 | $418,109 |
| MPLX LP 4.875% | $520,969 | $573,793 |
| NORDSTROM INC 6.95% | $288,388 | $284,369 |
| NEW JERSEY BELL TEL CO 8% | $263,494 | $275,436 |
| OCEANEERING INTL INC 4.65% | $506,679 | $455,000 |
| OXFORD SQUARE CAPITAL CORP 6.25% | $500,000 | $500,200 |
| PACCAR FINANCIAL CORP MTN 1.65% | $433,554 | $453,753 |
| PFIZER INC 2.75% | $99,215 | $110,498 |
| QUEST DIAGNOSTICS INC 4.25% | $503,124 | $553,207 |
| SOUTHERN POWER CO 4.15% | $296,124 | $328,048 |
| SPECTRA ENERGY PARTNERS LP 4.75% | $522,528 | $558,197 |
| TECH DATA CORP 4.95% | $258,709 | $250,971 |
| TEVA PHARMACEUTICAL FIN NETH 3.15% | $47,268 | $48,063 |
| THOMSON REUTERS CORP 3.85% | $370,511 | $392,025 |
| TIME WARNER COS INC 6.625% | $294,745 | $310,764 |
| VIACOM INC NEW 7.875% | $156,223 | $179,227 |
| VIACOM INC NEW 3.45% | $243,590 | $272,568 |
| W P CAREY INC 4.6% | $305,792 | $328,527 |
| WHIRLPOOL CORP MEDIUM TERM NTS 4.7% | $509,807 | $528,874 |
| WHIRLPOOL CORP MEDIUM TERM NTS 4.85% | $404,041 | $407,814 |
| ZIMMER BIOMET HLDGS INC 3.55% | $207,075 | $231,965 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (48 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $919,370 | $3,021,924 |
| ALPHABET INCORPORATED CAP STK CL C | $1,335,649 | $1,743,121 |
| AMAZON COM INC | $1,332,185 | $2,426,413 |
| APPLE INC | $530,723 | $4,405,308 |
| CATERPILLAR INC | $1,115,516 | $2,175,139 |
| CIGNA CORP NEW | $978 | $9,784 |
| COCA COLA COMPANY | $1,481,852 | $2,067,468 |
| CORTEVA INC | $165,138 | $271,040 |
| COSTCO WHOLESALE CORPORATION | $815,061 | $3,014,240 |
| CVS HEALTH CORPORATION | $1,453,951 | $1,584,560 |
| DEERE & COMPANY | $961,998 | $2,878,835 |
| DISCOVER FINL SVCS | $11,311 | $668,111 |
| DISNEY WALT COMPANY | $1,912,206 | $2,717,700 |
| DOLLAR GENERAL CORP | $747,975 | $3,501,495 |
| DOW INCORPORATED | $322,459 | $388,500 |
| DUPONT DE NEMOURS INC | $473,256 | $497,770 |
| FEDEX CORPORATION | $928,123 | $1,869,264 |
| FIRST CITIZENS BANCSHARES INC CL A | $200,193 | $33,353,602 |
| GENERAL ELECTRIC CO | $163,679 | $208,030 |
| INTL BUSINESS MACHINES CORP | $2,093,360 | $1,510,560 |
| JOHNSON & JOHNSON | $966,686 | $2,108,892 |
| KANSAS CITY SOUTHERN COM | $745,335 | $1,326,845 |
| KRAFT HEINZ COMPANY | $774,962 | $582,288 |
| LINCOLN NATIONAL CORP | $9,392 | $10,892,115 |
| MCDONALDS CORPORATION | $1,099,845 | $2,574,960 |
| MERCK & CO INC | $64,324 | $189,122 |
| MFC INVESCO QQQ TRUST UNIT SER I | $1,000,338 | $1,118,483 |
| MFC SPDR S&P 500 ETF UNITS SER I | $18,458,853 | $43,268,759 |
| MFC ISHARES TR RUSSELL 2000 ETF | $3,425,046 | $8,089,043 |
| MFC SPDR S&P MIDCAP 400 ETF | $6,830,238 | $15,945,202 |
| MORGAN STANLEY | $57,276 | $1,011,503 |
| MOTOROLA SOLUTIONS INC | $829,632 | $2,448,864 |
| NORFOLK SOUTHERN CORPORATION | $913,238 | $3,053,289 |
| NUCOR CORPORATION | $163,786 | $265,950 |
| PRINCIPAL FINL GROUP INC | $0 | $4,961 |
| PFIZER INC | $1,347,050 | $1,873,629 |
| PROCTOR & GAMBLE CO | $1,085,349 | $2,087,100 |
| PUTNAM SHORT DURATION INCOME FD CL A | $3,702,400 | $3,709,344 |
| SALESFORCE COM INC | $838,558 | $1,146,030 |
| SKYWORKS SOLUTIONS INC | $500,536 | $558,012 |
| SOUTHERN COMPANY | $444,516 | $614,300 |
| UNITED PARCEL SVC INC CL B | $310,300 | $842,000 |
| UNITED PARCEL SVC INC CL B | $1,161,299 | $2,492,320 |
| VERIZON COMMUNICATIONS INC | $907,630 | $1,216,125 |
| VIATRIS INC | $74,285 | $118,343 |
| VISA INC CL A | $610,053 | $3,324,694 |
| WABTEC CORP | $7,926 | $7,540 |
| YADKIN VALLEY CO NEW | $506 | $72,000 |
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 | $22,314,436 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $24,437,659 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PREFERRED PRIORITY INCOME FD INC | AT COST | $500,000 | $490,374 |
| RIVERNORTH MARKETPLACE LENDING CORP SER A | AT COST | $457,996 | $508,046 |
| TELEPHONE & DATA SYS INC PFD | AT COST | $554,382 | $505,600 |
| UNITED STATES CELLULAR CORP SR NT | AT COST | $557,095 | $504,800 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $25,898 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $25,898 | 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 |
| EOY Book Value | $3,000,000 | EOYBookValueAmt |
| EOYFMV | $3,000,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INTEREST AND DIVIDENDS RECEIVED IN 2021 FOR 2020 | $239,157 |
| NONDEDUCTIBLE MEALS | $903 |
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 | $863 | $0 | $863 |
| OFFICE EXPENSE | $4,334 | $0 | $4,334 |
| TELEPHONE | $3,318 | $0 | $3,318 |
| INSURANCE (OTHER THAN HEALTH) | $2,882 | $0 | $2,882 |
| MEMBERSHIP, DUES & SUBSCRIPTIONS | $5,124 | $0 | $5,124 |
| BUSINESS GIFTS | $50 | $0 | $50 |
| COMPUTER & WEB EXPENSE | $13,169 | $0 | $13,169 |
| MEALS | $903 | $0 | $903 |
| MILEAGE REIMBURSEMENT | $6,262 | $0 | $6,262 |
| CONTRACT LABOR | $1,650 | $0 | $1,650 |
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 | $1,693 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,693 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,693 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST AND DIVIDENDS RECEIVED IN 2020 FOR 2019 | Desc |
| Amt | $233,995 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| OUTSTANDING CHECKS(NET) | $3,518 | $91,634 |
| PAYROLL LIABILITIES WITHHELD | $7,563 | $6,675 |
| ACCRUED SEP | $38,875 | $46,204 |
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 | $101,666 | $101,467 | $0 |
| FIDUCIARY FEES RAYMOND JAMES & ASSOCIATES, INC. | $54,007 | $54,007 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID ON DIVIDENDS | $8,113 | $0 | $0 |
| EXCISE TAX | $110,000 | $0 | $0 |