BORDEN FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- BORDEN FOUNDATION (EIN 60-0000581)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-06
- IRS object ID
- 202631269349102358
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-06T15:24:03-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561315966 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NUNN BRASHEAR & UZZELL PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 10127 | AddressLine1Txt |
| City | GOLDSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27532 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 600000581 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BORDEN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BORD | BusinessNameControlTxt |
| Phone | 9195838004 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO DRAWER P | AddressLine1Txt |
| City | GOLDSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27533 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | W LEE BORDEN | PersonNm |
| Person Title | PRESIDENT/TREASURER | PersonTitleTxt |
| Phone | 9195838004 | PhoneNum |
| Signature | 2026-05-04 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HAROLD D BRASHEAR CPA | PreparerPersonNm |
| PTIN | P00103968 | PTIN |
| Phone | 9197781000 | PhoneNum |
| Preparation | 2026-05-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,382,980 | 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 |
| Interest On Sav Rev And Expnss | $252 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $252 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $99,417 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $99,417 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $310,131 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,026,617 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $310,131 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $409,800 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $409,800 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,175 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,175 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $8,750 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,750 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $2,484 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,484 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $13,409 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,234 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,175 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $187,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $187,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $201,309 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,234 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $190,075 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $208,491 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $398,566 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $37,598 | CashBOYAmt |
| Cash EOY | $39,405 | CashEOYAmt |
| Cash EOYFMV | $39,405 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $142,403 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $104,663 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $104,663 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $814,300 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,151,499 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,577,775 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $38,652 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $38,652 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $42,939 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,339,629 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,246,854 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,618,198 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,372,582 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,581,073 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,382,980 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,372,582 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,581,073 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,372,582 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,581,073 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,372,582 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,581,073 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,372,582 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $208,491 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,581,073 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,581,073 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $830,000 | $655,870 | $174,130 | $174,130 |
| PUBLICLY TRADED SECURITIES | P | $99,955 | $60,616 | $39,339 | $39,339 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $310,131 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,540 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,540 | SubtotalAmt |
| Tax Based On Investment Income | $5,540 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,630 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,630 | TotalPaymentsAndCreditsAmt |
| Overpayment | $90 | OverpaymentAmt |
| Applied To ES Tax | $90 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | W LEE BORDEN | IndividualWithBooksNm |
| Phone | 9195838004 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1506 E ASH STREET | AddressLine1Txt |
| City | GOLDSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27530 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| W LEE BORDEN | ||||||||
| 1506 E ASH STREET | GOLDSBORO | NC | 27530 | PRESIDENT/TR | 10.00 | $0 | $0 | $0 |
| MARTIN W BORDEN | ||||||||
| 3304 LANDOR ROAD | RALEIGH | NC | 27609 | VICE PRESIDE | 1.00 | $0 | $0 | $0 |
| MARTHA B ROBERSON | ||||||||
| 110 S STEWART STREET | WINCHESTER | VA | 22601 | SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,955,424 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $183,660 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,139,084 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,139,084 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $62,086 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,076,998 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $203,850 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $203,850 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,540 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,540 | TotalTaxAmt |
| Distributable Before Adj | $198,310 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $198,310 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $198,310 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $190,075 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $190,075 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $198,310 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $33,108 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $3,761 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $36,869 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $190,075 | QualifyingDistributionsAmt |
| Applied To Current Year | $190,075 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $8,235 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $8,235 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $28,634 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $28,634 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $24,873 | ExcessFromYear4Amt |
| Excess From Year2 | $3,761 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| A PLACE TO BE | |||||||
| PO BOX 1472 | MIDDLEBURG | VA | 20118 | PC | PROGRAM SUPPORT | $5,000 | |
| AMERICAN CANCER SOCIETY | |||||||
| 8300 HEALTH PARK DRIVE | RALEIGH | NC | 27615 | PC | PROGRAM SUPPORT | $2,500 | SUITE 10 |
| AMERICAN RED CROSS | |||||||
| 2025 E STREET NW | WASHINGTON | DC | 20006 | PC | PROGRAM SUPPORT | $5,000 | |
| BOY SCOUTS OF AMERICA - TUSCARORA | |||||||
| 172 NC 581 SOUTH | GOLDSBORO | NC | 27530 | PC | PROGRAM SUPPORT | $1,200 | |
| BOYS AND GIRLS CLUBS | |||||||
| 701 N RALEIGH BLVD | RALEIGH | NC | 27610 | PC | PROGRAM SUPPORT | $20,000 | |
| BOYS AND GIRLS CLUBS | |||||||
| 1401 ROYAL AVENUE | GOLDSBORO | NC | 27534 | PC | PROGRAM SUPPORT | $5,000 | |
| CAROLINA PUBLIC HUMANITIES | |||||||
| 1700 MLK JR BLVD | CHAPEL HILL | NC | 27599 | PC | PROGRAM SUPPORT | $2,500 | |
| CHILDREN'S CANCER PTRS - CAROLINAS | |||||||
| 900 S PINE ST | SPARTANBURG | SC | 29302 | PC | PROGRAM SUPPORT | $4,000 | SUITE F |
| CLEMSON UNIVERSITY FOUNDATION | |||||||
| PO BOX 1889 | CLEMSON | SC | 29633 | PC | PROGRAM SUPPORT | $10,000 | |
| COMMUNITIES SUPPRTING SCHOOLS | |||||||
| PO BOX 11557 | GOLDSBORO | NC | 27532 | PC | PROGRAM SUPPORT | $2,500 | |
| CORE SOUND WATERFOWL MUSEUM | |||||||
| PO BOX 556 | HARKERS ISLAND | NC | 28531 | PC | PROGRAM SUPPORT | $500 | |
| DOWNTOWN GOLDSBORO DEVELOPMENT CORP | |||||||
| 116 N CENTER STREET | GOLDSBORO | NC | 27530 | PC | PROGRAM SUPPORT | $5,000 | |
| DUKE UNIVERSITY | |||||||
| 2080 DUKE UNIVERSITY ROAD | DURHAM | NC | 27708 | PC | PROGRAM SUPPORT | $10,000 | |
| FRIENDS OF HANDLEY REGIONAL LIBRARY | |||||||
| 100 WEST PICCADILLY ST | WINCHESTER | VA | 22601 | PC | PROGRAM SUPPORT | $5,000 | |
| GIRLS ON THE RUN-SHENANDOAH VALLEY | |||||||
| 413 FAIRMONT AVE | WINCHESTER | VA | 22601 | PC | PROGRAM SUPPORT | $1,000 | |
| HEALTHY FAMILIES N SHENANDOAH VAL | |||||||
| 301 NORTH CAMERON STREET | WINCHESTER | VA | 22601 | PC | PROGRAM SUPPORT | $2,000 | SUITE 101 |
| LITERACY CONNECTIONS OF WAYNE CO | |||||||
| 2001 EAST ASH STREET | GOLDSBORO | NC | 27530 | PC | PROGRAM SUPPORT | $500 | SUITE D |
| NC AQUARIUM SOCIETY | |||||||
| 3125 POPLARWOOD COURT | RALEIGH | NC | 27604 | PC | PROGRAM SUPPORT | $12,500 | |
| NC ZOOLOGICAL SOCIETY | |||||||
| 4403 ZOO PARKWAY | ASHEBORO | NC | 27205 | PC | PROGRAM SUPPORT | $1,000 | |
| OLD WAYNESBOROUGH COMMISSION | |||||||
| 801 US HWY 117 S | GOLDSBORO | NC | 27530 | PC | PROGRAM SUPPORT | $2,000 | |
| PARAMOUNT THEATRE FOUNDATION | |||||||
| PO BOX 2063 | GOLDSBORO | NC | 27533 | PC | PROGRAM SUPPORT | $2,500 | |
| PRESERVATION NORTH CAROLINA | |||||||
| PO BOX 27644 | RALEIGH | NC | 27611 | PC | PROGRAM SUPPORT | $1,200 | |
| SALVATION ARMY OF GOLDSBORO | |||||||
| 610 N WILLIAM ST | GOLDSBORO | NC | 27530 | PC | PROGRAM SUPPORT | $5,000 | |
| SHRINE MONT | |||||||
| PO BOX 10 | ORKNEY SPRINGS | VA | 22845 | PC | PROGRAM SUPPORT | $10,000 | |
| UNITED WAY-WAYNE COUNTY | |||||||
| PO BOX 10893 | GOLDSBORO | NC | 27532 | PC | PROGRAM SUPPORT | $15,000 | |
| UNIVERSITY OF NORTH CAROLINA | |||||||
| PO BOX 309 | CHAPEL HILL | NC | 27514 | PC | PROGRAM SUPPORT | $4,000 | |
| WAKE MED FOUNDATION | |||||||
| 3000 NEW BERN AVE | RALEIGH | NC | 27610 | PC | PROGRAM SUPPORT | $15,000 | |
| WAKE RELIEF | |||||||
| 4 N BLOUNT STREET | RALEIGH | NC | 27601 | PC | PROGRAM SUPPORT | $10,000 | |
| WAYNE CHARITABLE PARTNERSHIP | |||||||
| 308 N WILLIAM STREET | GOLDSBORO | NC | 27530 | PC | PROGRAM SUPPORT | $1,000 | |
| WAYNE COUNTY DEVELOPMENT ALLIANCE | |||||||
| 719 E ASH STREET | GOLDSBORO | NC | 27530 | PC | PROGRAM SUPPORT | $12,500 | |
| WAYNE COUNTY RECOVERY CORPORATION | |||||||
| PO BOX 11407 | GOLDSBORO | NC | 27532 | PC | PROGRAM SUPPORT | $2,000 | |
| WAYNE OPPORTUNITY CENTER INC | |||||||
| 619 S GEORGE STREET | GOLDSBORO | NC | 27530 | PC | PROGRAM SUPPORT | $5,000 | |
| WAYNE PREGNANCY CENTER | |||||||
| 3501 EAST ASH STREET | GOLDSBORO | NC | 27534 | PC | PROGRAM SUPPORT | $2,500 | |
| WINCHESTER EDUCATION FOUNDATION | |||||||
| 117 E PICCADILLY ST | WINCHESTER | VA | 22601 | PC | PROGRAM SUPPORT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $187,900 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $252 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $99,417 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $310,131 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $99,669 | ExclusionAmt |
| Related Or Exempt Function Incm | $310,131 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $409,800 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PREPARATION OF FORM 990-PF | CategoryTxt |
| Amt | $2,175 | Amt |
| Disbursements Charitable Prps | $2,175 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | TENNESSEE GAS PIPELINE CO. | BondNm |
| EOY Book Value | $38,652 | EOYBookValueAmt |
| EOYFMV | $42,939 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (25 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M COMPANY | $22,207 | $48,627 |
| ALCOA CORP COM | $49,894 | $56,860 |
| APPLE, INC. | $29,804 | $109,012 |
| BARRICK MINING CORPORATION | $30,095 | $67,633 |
| BOEING CO DEP CONV PFD A | $30,041 | $34,875 |
| CATERPILLAR, INC. | $16,254 | $298,151 |
| CHEVRON CORP. | $22,394 | $93,465 |
| COCA-COLA COMPANY | $42,927 | $141,834 |
| DISNEY WALT CO | $19,181 | $30,185 |
| EXXON MOBIL | $22,865 | $73,408 |
| GOLDMAN SACHS GROUP INC | $29,670 | $48,345 |
| GOLUB CAP PRIVATE CR FUND COM | $357,861 | $358,546 |
| HOME DEPOT, INC. | $31,857 | $43,558 |
| KIMBERLY CLARK CORP. | ||
| MCDONALDS CORP. | $24,402 | $123,754 |
| MICROSOFT CORP. | $24,877 | $459,292 |
| MONDELEZ INTL | $21,815 | $27,270 |
| NOVO NORDISK A/S ADR | $25,120 | $51,017 |
| PFIZER, INC. | ||
| PROCTER & GAMBLE | $16,928 | $43,512 |
| QUALCOMM, INC. | $59,817 | $107,848 |
| SONOCO PRODUCTS | $25,845 | $44,438 |
| TARGET CORP | $30,081 | $28,348 |
| WELLS FARGO & CO. | $17,564 | $47,199 |
| STEPSSTONE PRIVATE VENTURES & GROWTH | $200,000 | $240,598 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMCAP FUND A | AT COST | $180,707 | $245,963 |
| GROWTH FUND OF AMERICA A | AT COST | $280,386 | $421,490 |
| INVESTMENT COMPANY OF AMERICA A | AT COST | $222,666 | $321,798 |
| ISHARES TR MSCI ACWI EX US | AT COST | $300,066 | $365,053 |
| SPDR SERIES TRUST STATE STREEET S&P | AT COST | $49,847 | $49,747 |
| CALAMOS AKSIA ALTERN CREDIT & INC | AT COST | $213,182 | $214,147 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT EXPENSES | $2,484 | $2,484 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAX | $8,118 | $8,118 |
| FOREIGN TAXES WITHHELD | $632 | $632 |
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