Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
ANONYMOUS TRUST
U/A DATED 2-4-2008
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 31143
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
RALEIGH, NC27622
A Employer identification number

26-6220561
B Telephone number (see instructions)

(704) 763-3386
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$274,002,695J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 5,278,299 5,239,470  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 25,308,024
b Gross sales price for all assets on line 6a 42,110,519
7 Capital gain net income (from Part IV, line 2)... 25,308,024
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
834 0  
12 Total. Add lines 1 through 11........ 30,587,157 30,547,494  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 499,250 0   499,250
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 129,432 0   129,432
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
20,175 0   20,175
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
56,820 0   56,820
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
201,246 201,246   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 12,900 0   12,900
21 Travel, conferences, and meetings....... 11,099 0   8,967
22 Printing and publications.......... 385 0   385
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
54,957 0   54,957
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 986,264 201,246   782,886
25 Contributions, gifts, grants paid....... 14,409,677 14,409,677
26 Total expenses and disbursements. Add lines 24 and 25 15,395,941 201,246   15,192,563
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 15,191,216
b Net investment income (if negative, enter -0-) 30,346,248
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 4,718    
2 Savings and temporary cash investments......... 2,616,209 22,914,267 22,914,267
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........   8,000 8,000
10a Investments—U.S. and state government obligations (attach schedule) 21,621,814 Click to see attachment
List of Attached Documents:
// Content
23,510,817 		22,767,370
b Investments—corporate stock (attach schedule)....... 61,600,747 Click to see attachment
List of Attached Documents:
// Content
50,323,903 		194,405,738
c Investments—corporate bonds (attach schedule)....... 27,920,890 Click to see attachment
List of Attached Documents:
// Content
33,038,459 		31,498,156
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 695,158 Click to see attachment
List of Attached Documents:
// Content
695,158 		692,947
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
2,228,455 		Click to see attachment
List of Attached Documents:
// Content
1,716,217 		Click to see attachment
List of Attached Documents:
// Content
1,716,217
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 116,687,991 132,206,821 274,002,695
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
330,237 		Click to see attachment
List of Attached Documents:
// Content
1,012,731
23 Total liabilities (add lines 17 through 22)......... 330,237 1,012,731
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 116,357,754 131,194,090
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 116,357,754 131,194,090
30 Total liabilities and net assets/fund balances (see instructions). 116,687,991 132,206,821
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
116,357,754
2
Enter amount from Part I, line 27a .....................
2
15,191,216
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
278,432
4
Add lines 1, 2, and 3 ..........................
4
131,827,402
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
633,312
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
131,194,090
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES OAK HARBOR P    
b PARTNERS      
c PUBLICLY TRADED SECURITIES NORTHERN TRUST P    
d COMPANY      
e CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a   0   0
b 8,050,649   5,313,547 2,737,102
c       0
d 34,059,830   11,488,948 22,570,882
e 40     40
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       0
b       2,737,102
c       0
d       22,570,882
e       40
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 25,308,024
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 421,813
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 421,813
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 421,813
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 85,011
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 85,011
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 336,802
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNC
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowANONYMOUS-TRUST.ORG
14
The books are in care ofright arrowANONYMOUS TRUST Telephone no.right arrow (919) 571-3332

Located atright arrowPO BOX 31143RALEIGHNC ZIP+4right arrow27622
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
Yes
 
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
ANNE B FAIRCLOTH TRUSTEE
0.00 		0 0 0
207 N CHESTNUT STREET
CLINTON,NC28328
MARIA M LYNCH TRUSTEE
0.00 		0 0 0
PO BOX 30515
RALEIGH,NC27622
MARGARET TURLINGTON SCHOLARSHIP COORDINATOR
40.00 		152,250 19,028 5,973
PO BOX 2087
CLINTON,NC28329
KIMBERLY K BREEDEN SIMPLY EAST FUND DIRECTOR
40.00 		147,000 31,757 9,653
1380 POPE ROAD
DUNN,NC28334
DEBORAH M AIKEN EXECUTIVE DIRECTOR
40.00 		200,000 40,890 4,666
1913 HIDDEN JEWEL LANE
WAKE FOREST,NC27587
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
 
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
THE NORTHERN TRUST COMPANY INVESTMENT ADVISORY 117,554
50 SOUTH LASALLE STREET
CHICAGO,IL60603
OAK HARBOR WEALTH PARTNERS INVESTMENT ADVISORY 83,692
3101 GLENWOOD AVENUE STE 102
RALEIGH,NC27612
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
242,845,764
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
242,845,764
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
242,845,764
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
3,642,686
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
239,203,078
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
11,960,154
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
11,960,154
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
421,813
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
421,813
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
11,538,341
4
Recoveries of amounts treated as qualifying distributions................
4
233,865
5
Add lines 3 and 4............................
5
11,772,206
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
11,772,206
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
15,192,563
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
15,192,563
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 11,772,206
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 8,919,921
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 15,192,563
a Applied to 2022, but not more than line 2a 8,919,921
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 6,272,642
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		5,499,564
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
MARGARET TURLINGTON COORDINATOR
PO BOX 2087
CLINTON,NC28329
(910) 385-6716
bThe form in which applications should be submitted and information and materials they should include:
SIMPLE GIFTS SCHOLARSHIP APPLICATION (AVAILABLE AT THE WEBSITE WWW.SIMPLEGIFTSFUND.ORG), CURRENT RESUME, THREE RECOMMENDATIONS (TEACHER, PEER, ADDITIONAL), TRANSCRIPTS OF ACADEMIC RECORDS, COPY OF US DEPT. OF EDUCATION/STUDENT AID REPORT, COPY FINANCIAL AWARD LETTER FROM COLLEGE/UNIVERSITY TO BE ATTENDED, AND COPY OF LETTER(S) NOTIFYING THE APPLICANT OF SCHOLARSHIPS OR FELLOWSHIPS GRANTED.
cAny submission deadlines:
DECEMBER 1 FOR THE FOLLOWING ACADEMIC YEAR.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE SIMPLE GIFTS SCHOLARSHIP IS WORTH UP TO $50,000 PER YEAR TO EARN A FOUR YEAR DEGREE AT AN OUT-OF-STATE LIBERAL ARTS COLLEGE OR UNIVERSITY. ELIGIBLE STUDENTS MUST BE 1) UNITED STATES CITIZEN AND RESIDENT OF NORTH CAROLINA 2) HAVE ATTENDED A HIGH SCHOOL LOCATED IN SAMPSON COUNTY, NC FOR A MINIMUM OF TWO SCHOOL YEARS, OR BE SCHEDULED TO COMPLETE A MINIMUM OF TWO YEARS AT TIME OF GRADUATION 3) BE SCHEDULED TO BECOME A HIGH SCHOOL GRADUATE IN YEAR OF THE APPLICATION OR BE A GRADUATE OF SAMPSON COMMUNITY COLLEGE 4) BEEN ACCEPTED INTO AND BE PLANNING TO ATTEND AN ACCREDITED LIBERAL ARTS COLLEGE OR UNIVERSITY 5) RANK IN THE TOP 25% OF HIS/HER HIGH SCHOOL GRADUATING CLASS 6) HAVE AN UNMET FINANCIAL NEED.
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
MARGARET TURLINGTON COORDINATOR
PO BOX 2087
CLINTON,NC28329
(910) 385-6716
bThe form in which applications should be submitted and information and materials they should include:
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.
cAny submission deadlines:
PUBLICIZED ON THE SIMPLE GIFTS WEBSITE AND FLYERS TO SAMPSON COUNTY AND CLINTON CITY SCHOOLS.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE ONE TIME GRANTS ARE FOR $8,000 EACH AND WILL NOT BE RENEWED. THE GRANTS ARE BASED SOLELY ON MERIT AND THE PROPOSALS WILL BE JUDGED ON SUBSTANCE, CLARITY, FEASIBILITY AND RESEARCH. THE SELECTION COMMITTEE WILL REVIEW THE EXPECTED DIRECT AND INDIRECT BENEFITS OF THE GRANT PROPOSAL TO THE TEACHER, HIS OR HER STUDENTS AND THE SCHOOL SYSTEM. THE GRANTS ARE AVAILABLE TO TEACHERS, GUIDANCE COUNSELORS AND LIBRARY MEDIA SPECIALISTS THAT HAVE BEEN EMPLOYED BY SAMPSON COUNTY OR CLINTON CITY SCHOOLS FOR AT LEAST ONE YEAR. THE APPLICANT MUST BE NORTH CAROLINA CERTIFIED IN GRADES K-12 AND BE EMPLOYED FULL TIME. THE GRANTS WILL BE TAXABLE TO THE RECIPIENT AND WILL STATE THAT THE RECIPIENT WILL REPAY THE TRUST IF THE PROJECT CANNOT BE COMPLETED.
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
MARGARET TURLINGTON COORDINATOR
PO BOX 2087
CLINTON,NC28329
(910) 385-6716
bThe form in which applications should be submitted and information and materials they should include:
APPLICANTS SHOULD SUBMIT THE PERSONAL INFORMATION FORM (AVAILABLE AT WEBSTITE WWW.SIMPLEGIFTSFUND.ORG), A DESCRIPTION OF THE PROPOSED PROJECT THAT MUST INCLUDE A TITLE AND SUMMARY OF 50 WORDS OR LESS, A NARRATIVE OF 500 WORDS OR LESS THAT EXPLAINS THE NUMBER OF STUDENTS SERVED, WHAT THE STUDENTS WILL LEARN, HOW AND WHERE THE STUDENTS WILL LEARN, WHY THE PROJECT IS NEEDED, WHEN THE STUDENTS WILL LEARN (TIMELINE), HOW THE PROJECT'S SUCCESS WILL BE EVALUATED AND HOW THE PROJECT IMPROVES THE STUDENT'S KNOWLEDGE AND SKILLS. IN ADDITION, A LINE ITEM BUDGET FOR THE PROPOSED GRANT MUST BE SUBMITTED. IF EDUCATOR STIPENDS ARE INCLUDED IN THE GRANT, TWO SEPARATE AMOUNTS SHOULD BE INDICATED IN THE BUDGET AND TWO CHECKS WILL BE ISSUED (ONE TO GRANTEE AND ONE TO THE FISCAL AGENT). THE EDUCATOR WILL RECEIVE AN IRS INCOME REPORTING 1099MISC FOR THE STIPEND. ANY ADDITIONAL SUPPORT PROVIDED BY OTHER SOURCES MUST BE IDENTIFIED.
cAny submission deadlines:
PUBLICIZED ON THE SIMPLE GIFTS WEBSITE AND FLYERS TO SAMPSON COUNTY AND CLINTON CITY SCHOOLS
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTS FOR SCHOOLS UP TO $3,000 & INDIVIDUAL STIPENDS UP TO $1,000 WILL BE AWARDED 3 TIMES ANNUALLY FOR THE ADVANCEMENT OF EDUCATORS/STUDENTS, TO ENABLE TEACHERS TO PROVIDE ILLUMINATING PROGRAMS/OPPORTUNITIES FOR STUDENTS IN THE CLASSROOM, AFTER SCHOOL, SUMMER OR WEEKENDS. APPLICANTS MUST BE A 10 MONTH TEACHER, GUIDANCE COUNSELOR OR MEDIA COORDINATOR IN SAMPSON COUNTY OR CLINTON CITY PUBLIC K-12; HAVE 2 YEARS TEACHING EXPERIENCE; A FULL TIME EDUCATOR SPENDING AT LEAST 50% OF THE TIME IN THE CLASSROOM/CLASSROOM-LIKE SETTING; RETURNING TO TEACH IN SAMPSON COUNTY IN THE NEXT SCHOOL YEAR & HAVE THE PROPOSAL REVIEWED/APPROVED BY THE PRINCIPAL. FUNDS MAY BE USED FOR RESOURCE MATERIALS, SUPPLIES, EQUIPMENT, TRANSPORTATION, TECHNOLOGY OR STIPENDS, THE MAJORITY MUST BE SPENT ON MATERIALS/EDUCATIONAL EXPERIENCES FOR STUDENTS WITH NO LOBBYING/RELIGIOUS PURPOSES.
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
KIMBERLY BREEDEN
102 S WILSON AVE OFFICE G
DUNN,NC28334
(910) 292-2580
KBREEDEN@ANONYMOUSTRUST.ORG
bThe form in which applications should be submitted and information and materials they should include:
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.
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SIMPLY EAST FUND SEEKS TO IMPROVE THE QUALITY OF LIFE FOR THE ECONOMICALLY CHALLENGED BY SUPPORTING SOCIAL SERVICE ORGANIZATIONS THAT HAVE IMPACT AND ARE DOING THE MOST GOOD IN EASTERN NC. THE ORGANIZATION MUST HAVE EXPENSES OF $5 MILLION AND UNDER; BE A 501(C)(3) IN NC AND THE PROJECTS MUST BE FOR THE BENEFIT OF ORGANIZATIONS BASED IN EASTERN NC. THE ELIGIBLE REQUESTS MAY BE FOR GENERAL OPERATING SUPPORT; SUPPORT FOR ONGOING OR NEW PROGRAMS OR PROJECTS; CAPITAL REQUESTS FOR CONSTRUCTION, RENOVATION, PURCHASE OF A BUILDING OR ENDOWMENTS; HEALTH/HUMAN SERVICE PROGRAMS; YOUTH EDUCATION PROGRAMS/SCHOOLS. THE GRANT RANGE IS $10,000 OR HIGHER.
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

A DOORWAY TO HOPE

PO BOX 911
CARY,NC27512 		N/A PUBLIC CHARITY GRANT FOR GENERAL OPERATING SUPPORT (IN HONOR OF MARTINA YOUNG) 5,000
ALLEGHENY COLLEGE


520 N MAIN ST
MEADVILLE,PA16335 		NONE INDIVIDUAL SCHOLARSHIP FOR SAUL E MESA NUNEZ 14,000
AMERICAN EXPRESS CARDMEMBER SERVICE


PO BOX 6031
CAROL STREAM,IL60197 		NONE INDIVIDUAL EXPENSES FOR COLLEGE INTERVIEWS, VISITS, SCHOLARSHIPS AND BOOKS 783

AMERICAN HEART ASSOCIATION

5001 SOUTH MIAMI BOULEVARD SUITE
300
DURHAM,NC27703 		N/A PUBLIC CHARITY YEAR 1 OF 3 YEAR GRANT FOR GENERAL OPERATING SUPPORT 149,000
ANGELA LYNN MARTIN


1007 CARROLL STORE ROAD
AUTRYVILLE,NC28318 		NONE INDIVIDUAL LOVE OF LEARNINGS GRANTS TEACHER STIPEND 2,000

AREA L AHEC

PO BOX 7368
ROCKY MOUNT,NC27804 		N/A PUBLIC CHARITY GRANT FOR GENERAL OPERATING SUPPORT 11,250

ARISE COLLECTIVE

PO BOX 25901
RALEIGH,NC27611 		N/A PUBLIC CHARITY OUTRIGHT GRANT FOR GENERAL OPERATING SUPPORT 254,231
ASHLEY SUZANNE KNOWLES


6167 MT OLIVE HIGHWAY
MT OLIVE,NC28365 		NONE INDIVIDUAL TEACHER FELLOWSHIP 8,000

ATLANTIC DANCE THEATER

262 SHORELINE DRIVE
NEW BERN,NC28562 		N/A PUBLIC CHARITY GRANTS FOR GENERAL OPERATING SUPPORT (5,000 OUTRIGHT; 5,000 CHALLENGE) 10,000
AUSTIN COLLEGE


900 N GRAND AVE STE 6F
SHERMAN,TX75090 		NONE INDIVIDUAL SCHOLARSHIP FOR BRIAN SERRANO 14,374
AVE MARIA UNIVERSITY


5050 AVE MARIA BLVD
AVE MARIA,FL34142 		NONE INDIVIDUAL SCHOLARSHIP FOR CLARISA HERNANDEZ VENTURA 28,149

BEAUFORT HISTORICAL ASSOCIATION

150 TURNER STREET
BEAUFORT,NC28516 		N/A PUBLIC CHARITY MATCHING GIFT FOR GENERAL OPERATING SUPPORT 600

BERTIE COUNTY HIVE HOUSE

PO BOX 598
LEWISTON,NC27849 		N/A PUBLIC CHARITY OUTRIGHT GRANT FOR GENERAL OPERATING SUPPORT 45,000

BERTIE COUNTY YMCA INC

1102 N KING STREET
WINDSOR,NC27983 		N/A PUBLIC CHARITY GRANT FOR GENERAL OPERATING SUPPORT (15,000 CHALLENGE; 60,000 OUTRIGHT) 75,000

BIG BROTHERS BIG SISTERS OF THE TRIANGLE

808 AVIATION PKWY SUITE 900
MORRISVILLE,NC27560 		N/A PUBLIC CHARITY GRANT FOR GENERAL OPERATING SUPPORT (25,000 CHALLENGE; 50,000 OUTRIGHT) 75,000

BLUE RIBBON COMMISSION

PO BOX 591
WILMINGTON,NC28401 		N/A PUBLIC CHARITY GRANT FOR GENERAL OPERATING SUPPORT 20,000

BOY & GIRLS CLUBS OF THE TAR RIVER REGION

PO BOX 1622
ROCKY MOUNT,NC27802 		N/A PUBLIC CHARITY CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT 40,000

BOYS & GIRLS CLUBS OF THE ALBEMARLE

824 N OAKUM STREET
EDENTON,NC27932 		N/A PUBLIC CHARITY GRANT FOR GENERAL OPERATING SUPPORT (15,000 CHALLENGE; 35,000 OUTRIGHT) 50,000

BOYS & GIRLS CLUBS OF THE COASTAL PLAIN

621 W FIRE TOWER ROAD
WINTERVILLE,NC28590 		N/A PUBLIC CHARITY OUTRIGHT GRANT FOR GENERAL OPERATING SUPPORT 100,000

BOYS AND GIRLS CLUBS OF NORTH CENTRAL NORTH CAROLINA

PO BOX 176
OXFORD,NC27565 		N/A PUBLIC CHARITY GRANT FOR GENERAL OPERATING SUPPORT FOR THE KIM TARESCO UNIT CLUB 60,000

BOYS AND GIRLS HOMES OF NC

PO BOX 127
LAKE WACCAMAW,NC28450 		N/A PUBLIC CHARITY CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT 75,000

BUTLER AVENUE ELEMENTARY SCHOOL

301 WEST BUTLER AVENUE
CLINTON,NC27328 		N/A EDUCATIONAL INSTITUT LOVE OF LEARNING GRANTS APRIL LEWIS-SKATING INTO A MAGICAL ADVENTURE AT ENCANTO ON ICE 2,032

BUTLER AVENUE ELEMENTARY SCHOOL

301 WEST BUTLER AVENUE
CLINTON,NC27328 		N/A EDUCATIONAL INSTITUT LOVE OF LEARNING GRANTS APRIL LEWIS-LIONS AND TIGERS AND BEARS.OH MY! BUTLER AVENUE MULTILINGUAL LEARNERS 2,473
CAITLIN BRITTANY JOYNER


371 S MCCULLEN ROAD
CLINTON,NC28328 		NONE INDIVIDUAL TEACHER FELLOWSHIP 8,000

CAMPBELL UNIVERSITY OFFICE OF INSTITUTIONAL ADVANCEMENT

PO BOX 26
BUIES CREEK,NC27506 		N/A EDUCATIONAL INSTITUT TO SUPPORT THE LAUNCH OF COLLABORATIVE TUTORING CENTER AT DUNN ELEMENTARY SCHOOL (50,000 OUTRIGHT; 25,000 CHALLENGE) 75,000

CAMPBELL UNIVERSITY

PO BOX 26
BUIES CREEK,NC27506 		N/A EDUCATIONAL INSTITUT GRANTS FOR GENERAL OPERATING SUPPORT (239,850 YEAR TWO OF A TWO YEAR GRANT; 318,713 YEAR ONE OF A TWO YEAR GRANT) 558,563

CAPE FEAR REGIONAL THEATER

1209 HAY STREET
FAYETTEVILLE,NC28305 		N/A PUBLIC CHARITY OUTRIGHT GRANT FOR GENERAL OPERATING SUPPORT 50,000
CARLETON COLLEGE


ONE NORTH COLLEGE STREET
NORTHFIELD,MN55057 		NONE INDIVIDUAL SCHOLARSHIP FOR ISAIAH HARRIS 15,000

CENTER FOR COMMUNITY SELF-HELP

PO BOX 3619
DURHAM,NC27702 		N/A PUBLIC CHARITY TO SUPPORT THE ROCKY MOUNT AFFORDABLE HOUSING INITIATIVE 300,000

CENTER FOR SCIENCE & TECH LEADERSHIP

PO BOX 165
BETHEL,NC27812 		N/A PUBLIC CHARITY GRANT FOR GENERAL OPERATING SUPPORT (5,000 CHALLENGE; 25,000 OUTRIGHT) 30,000
CITI CARD SERVICES


PO BOX 9001037
LOUISVILLE,KY40290 		NONE INDIVIDUAL EXPENSES FOR COLLEGE INTERVIEWS, VISITS, SCHOLARSHIPS AND BOOKS 30,860

CLINTON HIGH SCHOOL

340 INDIAN TOWN ROAD
CLINTON,NC28328 		N/A EDUCATIONAL INSTITUT LOVE OF LEARNING GRANTS GEOFFREY TART-LEARNERS GOTTA USE WHAT THEY LEARN 3,000

CLINTON HIGH SCHOOL

340 INDIAN TOWN ROAD
CLINTON,NC28328 		N/A EDUCATIONAL INSTITUT LOVE OF LEARNING GRANTS STEPHANIE CARTER-GALVANIZING EDUCATION 3,000

CLINTON HIGH SCHOOL

340 INDIAN TOWN ROAD
CLINTON,NC28328 		N/A EDUCATIONAL INSTITUT LOVE OF LEARNING GRANTS TRACY HATCHER: LEARNING LIFE SKILLS IN FOODS I 2,400

COMMUNITIES SUPPORTING SCHS OF WAYNE CTY

308 N WILLIAMS STREET
GOLDSBORO,NC27530 		N/A PUBLIC CHARITY GRANT FOR GENERAL OPERATING SUPPORT (15,000 CHALLENGE; 30,000 OUTRIGHT) 45,000

CONNECT COMMUNITY INC

210 E 2ND STREET SUITE 201
LUMBERTON,NC28358 		N/A PUBLIC CHARITY OUTRIGHT GRANT FOR GENERAL OPERATING SUPPORT 37,000

CORE

910 N HILL STREET
LOS ANGELES,CA90012 		N/A PUBLIC CHARITY CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT 5,000
DISTRICT C


2411 ENVIRON WAY
CHAPEL HILL,NC27517 		NONE INDIVIDUAL TEACHER STIPENDS 60,000

DIX PARK CONSERVANCY PLANNING & DEVEL FD

PO BOX 28575
RALEIGH,NC27611 		N/A PUBLIC CHARITY GRANTS FOR GENERAL OPERATING SUPPORT 200,000

DRESS FOR SUCCESS TRIANGLE

1815 TILLERY PLACE SUITE 105
RALEIGH,NC27604 		N/A PUBLIC CHARITY GRANTS FOR GENERAL OPERATING SUPPORT (50,000 OUTRIGHT; 2,760 MATCHING) 52,760

EDGECOMBE COUNTY PUBLIC SCHOOL FOUNDATION

PO BOX 7128
TARBORO,NC27886 		N/A EDUCATIONAL INSTITUT GRANTS FOR GENERAL OPERATING SUPPORT (110,000 OUTRIGHT; 30,000 CHALLENGE) 140,000

EDUCATIONNC

PO BOX 1636
RALEIGH,NC27602 		N/A PUBLIC CHARITY YEAR ONE OF TWO YEAR GRANT FOR GENERAL OPERATING SUPPORT 135,000

ENVIRONMENTAL DEFENSE FUND

257 PARK AVENUE SOUTH 17TH FLOOR
NEW YORK,NY10010 		N/A PUBLIC CHARITY OUTRIGHT GRANT FOR GENERAL OPERATING SUPPORT 150,000

EYES ON MAIN STREET

210 MOSS STREET
WILSON,NC27893 		N/A PUBLIC CHARITY GRANTS FOR GENERAL OPERATING SUPPORT (12,500 OUTRIGHT; 6,000 CHALLENGE) 18,500

FAYETTEVILLE AREA INASMUCH

531 HILLSBORO STREET
FAYATTEVILLE,NC28301 		N/A PUBLIC CHARITY OUTRIGHT GRANT FOR GENERAL OPERATING SUPPORT 30,000

FAYETTEVILLE STATE UNIVERSITY FOUNDATION

1200 MURCHISON ROAD
FAYETTEVILLE,NC28301 		N/A PUBLIC CHARITY GRANT FOR GENERAL OPERATING SUPPORT (1,823,747 YEAR TWO OF MULTI-YEAR GRANT; 125,000 CHALLENGE GRANT) 1,948,747

FOOD BANK OF CENTRAL & EASTERN NC

1924 CAPITAL BLVD
RALEIGH,NC27604 		N/A PUBLIC CHARITY GRANT FOR GENERAL OPERATING SUPPORT (100,000 TO FUND REFRIGERATOR TRUCK; 5,000 OUTRIGHT) 105,000

FOUNDATION FOR FARMWORKERS

1001 CONNECTICUT AVE NW STE 220
WASHINGTON,DC20036 		N/A PUBLIC CHARITY GRANTS FOR GENERAL OPERATING SUPPORT (15,000 OUTRIGHT; 5,000 CHALLENGE) 20,000

FRENCH CULTURAL INSTITUTE

4512 SANDRIDGE CT
RALEIGH,NC27612 		N/A PUBLIC CHARITY OUTRIGHT GRANT FOR GENERAL OPERATING SUPPORT 5,000

FRENCH CULTURAL INSTITUTE

4512 SANDRIDGE CT
RALEIGH,NC27612 		N/A PUBLIC CHARITY TO FUND DOWNPAYMENT ON NEW CULTURAL INSTITUTE OF FRANCE LOCATION 125,000

FRIENDS OF THE MUSEUM OF NATURAL SCIENCES

PO BOX 26928
RALEIGH,NC27611 		N/A PUBLIC CHARITY LOVE OF LEARNING GRANTS YOUR NATURE NEIGHBORHOOD EDUCATOR WORKSHOPS FOR 16 TEACHERS - HELMS NATURE PRESERVE 3,000

FRIENDS OF THE MUSEUM OF NATURAL SCIENCES

PO BOX 26928
RALEIGH,NC27611 		N/A PUBLIC CHARITY OUTRIGHT GRANT FOR GENERAL OPERATING SUPPORT 9,900

FRIENDS OF THE MUSEUM OF NATURAL SCIENCES

PO BOX 26928
RALEIGH,NC27611 		N/A PUBLIC CHARITY LOVE OF LEARNING GRANTS FOR SIX TEACHERS 20,500
FURMAN UNIVERSITY


3300 POINSETT HIGHWAY
GREENVILLE,SC29613 		NONE INDIVIDUAL SCHOLARSHIP FOR YAQUELIN ALVARADO ANTUNEZ 19,892

GIRL SCOUTS OF THE COASTAL PINES

6901 PINECREST ROAD
RALEIGH,NC27613 		N/A PUBLIC CHARITY YEAR ONE OF MULTI-YEAR GRANT TO EXPAND THE COMMUNITY ENGAGEMENT PROGRAM 152,000

GO GLOBAL NC

PO BOX 13628
PARK,NC27709 		N/A PUBLIC CHARITY OUTRIGHT GRANT FOR GENERAL OPERATING SUPPORT 52,500
HAMPDEN-SYDNEY COLLEGE


PO BOX 127
HAMPDENSYDNEY,VA23943 		NONE INDIVIDUAL SCHOLARSHIP FOR JAMES SILLS 5,000

HARGROVE ELEMENTARY SCHOOL

7725 FAISON HWY
FAISON,NC28341 		N/A EDUCATIONAL INSTITUT LOVE OF LEARNING GRANTS LAUREN STRICKLAND-LIBRARIANS LEARN TOO 1,038

HEARTS AND HANDS FOR HAITI

6612 CREEDMOOR ROAD
RALEIGH,NC27613 		N/A PUBLIC CHARITY OUTRIGHT GRANT FOR GENERAL OPERATING SUPPORT 89,900
HEATHER B KNOWLES


211 ELWOOD LANE
WALLACE,NC28466 		NONE INDIVIDUAL TEACHER STIPEND 500

HOBBTON HIGH SCHOOL

12201 HOBBTON HWY
NEWTON GROVE,NC28366 		N/A EDUCATIONAL INSTITUT LOVE OF LEARNING GRANTS ALI HICKS - HOBBTON FFA TAKES ON NATIONAL CONVENTION 3,000

HOBBTON HIGH SCHOOL

12201 HOBBTON HWY
NEWTON GROVE,NC28366 		N/A EDUCATIONAL INSTITUT LOVE OF LEARNING GRANTS ANGELA MARTIN - LET'S SEE THE WORLD FROM THE STAGE 3,000

HOBBTON HIGH SCHOOL

12201 HOBBTON HWY
NEWTON GROVE,NC28366 		N/A EDUCATIONAL INSTITUT LOVE OF LEARNING GRANTS CARLA SUTTON-NOS ENCANTA LEER (WE LOVE READING) 2,062

HOBBTON HIGH SCHOOL

12201 HOBBTON HWY
NEWTON GROVE,NC28366 		N/A EDUCATIONAL INSTITUT LOVE OF LEARNING GRANTS JENNIFER JACKSON-ART BEHIND THE SCENES #3 3,000

HOBBTON HIGH SCHOOL

12201 HOBBTON HWY
NEWTON GROVE,NC28366 		N/A EDUCATIONAL INSTITUT LOVE OF LEARNING GRANTS JOHNNY JESSUP-HOBBTON TAKES ON MEGA PROJECT 3,000

HOBBTON HIGH SCHOOL

12201 HOBBTON HWY
NEWTON GROVE,NC28366 		N/A EDUCATIONAL INSTITUT LOVE OF LEARNING GRANTS KAREN TYLER-SEE HOW THEY LEARN: LEARNING THROUGH PLAY 800

HOBBTON HIGH SCHOOL

12201 HOBBTON HWY
NEWTON GROVE,NC28366 		N/A EDUCATIONAL INSTITUT LOVE OF LEARNING GRANTS RAGAN PEARSON-HITTING THE ROAD TO EXPLORE AMERICAN HISTORY 3,000

HOBBTON HIGH SCHOOL

12201 HOBBTON HWY
NEWTON GROVE,NC28366 		N/A EDUCATIONAL INSTITUT LOVE OF LEARNING GRANTS STEPHANIE GOETHIE-HOBBTON SUMMER ENRICHMENT PROGRAM 3,000

HOBBTON HIGH SCHOOL

12201 HOBBTON HWY
NEWTON GROVE,NC28366 		N/A EDUCATIONAL INSTITUT LOVE OF LEARNING GRANTS STEPHANIE SULLIVAN-BIG APPLE, BEHIND THE SCENES 3,000

HOBBTON HIGH SCHOOL

12201 HOBBTON HWY
NEWTON GROVE,NC28366 		N/A EDUCATIONAL INSTITUT LOVE OF LEARNING GRANTS WE'RE ALL IN THIS TOGETHER - BRINGING SAMPSON COUNTY TOGETHER THROUGH THE ALL-COUNTY MUSICAL 3,000
HOLLINS UNIVERSITY


PO BOX 9658
ROANOKE,VA24020 		NONE INDIVIDUAL SCHOLARSHIP FOR ARIANA ROMERO 17,845
HOLLINS UNIVERSITY


PO BOX 9658
ROANOKE,VA24020 		NONE INDIVIDUAL SCHOLARSHIP FOR HEIDI WETTIG 22,850
HOLLINS UNIVERSITY


PO BOX 9658
ROANOKE,VA24020 		NONE INDIVIDUAL SCHOLARSHIP FOR JENNIFER MORENO-GOMEZ 17,634
HOLLINS UNIVERSITY


PO BOX 9658
ROANOKE,VA24020 		NONE INDIVIDUAL SCHOLARSHIP FOR LILIBETH AZARTE 18,810
HOLLINS UNIVERSITY


PO BOX 9658
ROANOKE,VA24020 		NONE INDIVIDUAL SCHOLARSHIP FOR MS. ABIGAIL WETTIG 21,735
HOLLINS UNIVERSITY


PO BOX 9658
ROANOKE,VA24020 		NONE INDIVIDUAL SCHOLARSHIP FOR MS. LAUREN A NUNEZ 32,380
HOLLINS UNIVERSITY


PO BOX 9658
ROANOKE,VA24020 		NONE INDIVIDUAL SCHOLARSHIP FOR PRISCILA SANTIAGO HERNANDEZ 10,217
HOLLINS UNIVERSITY


PO BOX 9658
ROANOKE,VA24020 		NONE INDIVIDUAL SCHOLARSHIP FOR PRISCILLA SANTIAGO HERNANDEZ 9,991

INTERFAITH PRISON MINISTRY FOR WOMEN

112 SOUTH SALISBURY STREET
RALEIGH,NC27601 		N/A PUBLIC CHARITY GRANT FOR GENERAL OPERATING SUPPORT (INSTALLMENT 2 OF 2) 900,000

IPAS

PO BOX 9990
CHAPEL HILL,NC27515 		N/A PUBLIC CHARITY GRANT FOR GENERAL OPERATING SUPPORT 225,000

JAMES SPRUNT COM COLLEGE FOUNDATION

PO BOX 398
KENANSVILLE,NC28349 		N/A PUBLIC CHARITY GRANT FOR GENERAL OPERATING SUPPORT 125,000
JANELLE A COCHRAN


1105 WHISKER LAKE DRIVE
FAYETTEVILLE,NC28312 		NONE INDIVIDUAL TEACHER FELLOWSHIP 8,000
JENNIFER MORENO GOMEZ


7916 WILLIAMSON ROAD
ROANOKE,VA24020 		NONE INDIVIDUAL INTERNSHIP FUNDING 1,680

LAKEWOOD HIGH SCHOOL

245 LAKEWOOD SCHOOL ROAD
SALEMBURG,NC28385 		N/A EDUCATIONAL INSTITUT LOVE OF LEARNING GRANTS BRANDON POWELL - FBLA CHARLOTTE TRIP 3,000

LAKEWOOD HIGH SCHOOL

245 LAKEWOOD SCHOOL ROAD
SALEMBURG,NC28385 		N/A EDUCATIONAL INSTITUT LOVE OF LEARNING GRANTS CHRISTOPHER HICKS NAT FFA CONVENTION 3,000

LAKEWOOD HIGH SCHOOL

245 LAKEWOOD SCHOOL ROAD
SALEMBURG,NC28385 		N/A EDUCATIONAL INSTITUT LOVE OF LEARNING GRANTS HILLARY SIMPSON - BEGINNING WITH BRAILLE 420

LAKEWOOD HIGH SCHOOL

245 LAKEWOOD SCHOOL ROAD
SALEMBURG,NC28385 		N/A EDUCATIONAL INSTITUT LOVE OF LEARNING GRANTS JAIMIE KELLY:CHILD DEVELOPMENT & CHILDREN WITH SPECIAL NEEDS 2,795

L'ECOLE-FRENCH SCHOOL OF RALEIGH

5510 MUNFORD ROAD
RALEIGH,NC27612 		N/A PUBLIC CHARITY OUTRIGHT GRANT FOR GENERAL OPERATING SUPPORT 30,000

LENOIR COMMUNITY COLLEGE FOUNDATION INC

PO BOX 188
KINSTON,NC28502 		N/A PUBLIC CHARITY GRANT FOR GENERAL OPERATING SUPPORT (25,000 CHALLENGE; 125,000 OUTRIGHT) 150,000
LESLEY B BOWDEN


2268 STRAW POND SCHOOL ROAD
ROSEBORO,NC28382 		NONE INDIVIDUAL TEACHER FELLOWSHIP 8,000
LILIBETH ARZATE


816 MAYNARD ROAD
GODWIN,NC28344 		NONE INDIVIDUAL INTERNSHIP FUNDING 3,920
LIPSCOMB UNIVERSITY


ONE UNIVERSITY PARK DRIVE
NASHVILLE,TN37204 		NONE INDIVIDUAL SCHOLARSHIP FOR CRISTIAN RAMIRES 13,348
LIPSCOMB UNIVERSITY


ONE UNIVERSITY PARK DRIVE
NASHVILLE,TN37204 		NONE INDIVIDUAL SCHOLARSHIP FOR JOHN CRUZ 40,908
LYCOMING COLLEGE


ONE COLLEGE PLACE
WILLIAMSPORT,PA17701 		NONE INDIVIDUAL SCHOLARSHIP FOR DIOSELYN BANOS 12,691
MANHATTAN COLLEGE BURSAR


4513 MANHATTAN COLLEGE PKWY
RIVERDALE,NY10471 		NONE INDIVIDUAL SCHOLARSHIP FOR ARACELY FLORES-HERRERA 39,385
MANHATTAN COLLEGE BURSAR


4513 MANHATTAN COLLEGE PKWY
RIVERDALE,NY10471 		NONE INDIVIDUAL SCHOLARSHIP FOR FERNANDA GARCIA 30,105
MANHATTAN COLLEGE BURSAR


4513 MANHATTAN COLLEGE PKWY
RIVERDALE,NY10471 		NONE INDIVIDUAL SCHOLARSHIP FOR JAIME CORTES DIAZ 35,065
MANHATTAN COLLEGE BURSAR


4513 MANHATTAN COLLEGE PKWY
RIVERDALE,NY10471 		NONE INDIVIDUAL SCHOLARSHIP FOR NAOMY G. GUERRERO FLORES 30,752

MEANINGFUL INDUSTRIES COLLABORATIVE

312 ST ANDREWS STREET
TARBORO,NC27886 		N/A PUBLIC CHARITY GRANT FOR GENERAL OPERATING SUPPORT (5,000 CHALLENGE; 32,000 OUTRIGHT) 37,000

MEPHIBOSHETH PROJECT INC

PO BOX 11418
GOLDSBORO,NC27532 		N/A PUBLIC CHARITY GRANT FOR GENERAL OPERATING SUPPORT 20,000

MICHAEL'S ANGELS GIRLS CLUB

214 N MAIN STREET
TARBORO,NC27886 		N/A PUBLIC CHARITY GRANT FOR GENERAL OPERATING SUPPORT (5,000 CHALLENGE; 25,000 OUTRIGHT) 30,000

MIDWAY ELEMENTARY SCHOOL

15375 SPIVEYS CORNER HIGHWAY
DUNN,NC28334 		N/A EDUCATIONAL INSTITUT LOVE OF LEARNING GRANTS JULMAR AREVALO - LEARNING ABOUT CULTURES & CUSTOMS 1,870

MIDWAY HIGH SCHOOL

15274 SPIVEYS CORNER RD
NEWTON GROVE,NC28366 		N/A EDUCATIONAL INSTITUT LOVE OF LEARNING GRANTS BETTY LAWSON-OLD SALEM AND BILTMORE ESTATE 3,000

MIDWAY HIGH SCHOOL

15274 SPIVEYS CORNER RD
NEWTON GROVE,NC28366 		N/A EDUCATIONAL INSTITUT LOVE OF LEARNING GRANTS BEVERLY BREWER-EXPLORE COLONIAL WILLIAMSBURG, JAMESTOWN & YORKTOWN 3,000

MIDWAY HIGH SCHOOL

15274 SPIVEYS CORNER RD
NEWTON GROVE,NC28366 		N/A EDUCATIONAL INSTITUT LOVE OF LEARNING GRANTS JANELLE COCHRAN-CHAMPIONS ON THE MOVE!! 3,000

MIDWAY HIGH SCHOOL

15274 SPIVEYS CORNER RD
NEWTON GROVE,NC28366 		N/A EDUCATIONAL INSTITUT LOVE OF LEARNING GRANTS JESSE SHELTON-DISCOVERING INSTRUMENTAL MUSIC BEYOND SPIVEYS CORNER 3,000

MIDWAY HIGH SCHOOL

15274 SPIVEYS CORNER RD
NEWTON GROVE,NC28366 		N/A EDUCATIONAL INSTITUT LOVE OF LEARNING GRANTS JESSE SHELTON-UPGRADING OUR RHYTHM 2,837

MIDWAY HIGH SCHOOL

15274 SPIVEYS CORNER RD
NEWTON GROVE,NC28366 		N/A EDUCATIONAL INSTITUT LOVE OF LEARNING GRANTS JOSH TEW-DISCOVERING CHORAL MUSIC BEYOND SPIVEYS CORNER 3,000

MIDWAY HIGH SCHOOL

15274 SPIVEYS CORNER RD
NEWTON GROVE,NC28366 		N/A EDUCATIONAL INSTITUT LOVE OF LEARNING GRANTS JOSHUA TEW-BRINGING LOCAL INSPIRATION INTO THE CLASSROOM 3,000

MIDWAY HIGH SCHOOL

15274 SPIVEYS CORNER RD
NEWTON GROVE,NC28366 		N/A EDUCATIONAL INSTITUT LOVE OF LEARNING GRANTS NATHALIE JONES-DISTRICT C TEAMSHIP EXPERIENCE 1,500

MIDWAY MIDDLE SCHOOL

1115 ROBERTS GROVE ROAD
DUNN,NC28334 		N/A EDUCATIONAL INSTITUT LOVE OF LEARNING GRANTS ANGELA TURLINGTON-POE LEASE HELP US SEE POE 3,000

MIDWAY MIDDLE SCHOOL

1115 ROBERTS GROVE ROAD
DUNN,NC28334 		N/A EDUCATIONAL INSTITUT LOVE OF LEARNING GRANTS LESLEY STEWART-JOURNAL JUNKIES 1,416

MOTHERS AND THEIR CHILDREN

PO BOX 14469
RALEIGH,NC27620 		N/A PUBLIC CHARITY GRANT FOR GENERAL OPERATING SUPPORT OF THE MATCH PROGRAM 17,500
N C OUTWARD BOUND SCHOOL


2582 RICEVILLE RD
ASHEVILLE,NC28805 		NONE INDIVIDUAL SCHOLARSHIP FOR 8 STUDENTS 28,925
NAOMY GUADALUPE GUERRO FLORES


PO BOX 1473
CLINTON,NC28329 		NONE INDIVIDUAL INTERNSHIP FUNDING 2,240

NC BUSINESS LEADERS FOR EDUCATION

501 SAS CAMPUS DR BUILDING V
CARY,NC27513 		N/A PUBLIC CHARITY OUTRIGHT GRANT FOR GENERAL OPERATING SUPPORT 40,000

NC COASTAL FEDERATION

3609 HIGHWAY 24 OCEAN
NEWPORT,NC28570 		N/A PUBLIC CHARITY CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT 100,000

NC RURAL CENTER

4021 CARYA DRIVE SUITE 160
RALEIGH,NC27610 		N/A PUBLIC CHARITY GRANT FOR GENERAL OPERATING SUPPORT 25,000

NC SYMPHONY

3700 GLENWOOD AVENUE SUITE 130
RALEIGH,NC27612 		N/A PUBLIC CHARITY GRANTS FOR GENERAL OPERATING SUPPORT (1,500 MATCHING; 52,500 OUTRIGHT) 54,000

NCSU FOUNDATION INC

CAMPUS BOX 7474
RALEIGH,NC27695 		N/A EDUCATIONAL INSTITUT 50,000 OUTRIGHT GRANT FOR COASTAL DYNAMICS DESIGN LAB; 100,883 OUTRIGHT; 5,000 TO SUPPORT INSTITUTE FOR EMERGING ISSUES) 155,883

NEW BERN PRESERVATION FOUNDATION

502 CRAVEN STREET
NEW BERN,NC28560 		N/A PUBLIC CHARITY GRANTS FOR GENERAL OPERATING SUPPORT (50,000 OUTRIGHT; 25,000 CHALLENGE) 75,000

NEW RIVER YMCA

159 CHANEY AVENUE
JACKSONVILLE,NC28540 		N/A PUBLIC CHARITY GRANTS FOR GENERAL OPERATING SUPPORT (35,000 OUTRIGHT; 15,000 CHALLENGE) 50,000

NORTH CAROLINA CENTRAL UNIV FOUNDATION

PO BOX 52466
DURHAM,NC27717 		N/A EDUCATIONAL INSTITUT MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT OF THE REAL ESTATE CONCENTRATION MBA PROGRAM (INSTALLMENT 2 OF 4 YEAR INSTALLMENT) 25,000

NORTH CAROLINA CIVIL WAR HISTORY CENTER

824 BRANSON STREET
FAYETTEVILLE,NC28305 		N/A PUBLIC CHARITY OUTRIGHT GRANT FOR GENERAL OPERATING SUPPORT 125,000

NORTH CAROLINA MUSEUM OF ART FOUNDATION

2110 BLUE RIDGE ROAD
RALEIGH,NC27607 		N/A PUBLIC CHARITY MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT OF NEW ARTIST RESIDENCY PROGRAM (INSTALLMENTS 2 AND 3 OF 3 YEAR GRANT) 222,108

NORTH CAROLINA OFFICE OF STRATEGIC PARTNERSHIPS

20320 MAIL SERVICE CENTER
RALEIGH,NC27699 		N/A PUBLIC CHARITY YEAR 1 OF 3 YEAR GRANT FOR GENERAL OPERATING SUPPORT 75,000

NORTH CAROLINA STATE UNIVERSITY

CAMPUS BOX 7474
RALEIGH,NC27695 		N/A EDUCATIONAL INSTITUT GRANT FOR GENERAL OPERATING SUPPORT 65,000
OHIO WESLEYAN UNIVERSITY


PO BOX 676
DELAWARE,OH43015 		NONE INDIVIDUAL SCHOLARSHIP FOR NATHAN ZUNIGA 26,518

ONE PLACE

900 DENNIS ROAD
JACKSONVILLE,NC28546 		N/A PUBLIC CHARITY CHALLENGE GRANT TO SUPPORT CAPITAL INFRASTRUCTURE NEEDS 100,000

ONE PLACE

900 DENNIS ROAD
JACKSONVILLE,NC28546 		N/A PUBLIC CHARITY GRANT FOR GENERAL OPERATING SUPPORT 100,000

ORMOND CENTER DUKE DIVINITY SCHOOL

407 CHAPEL DRIVE
DURHAM,NC27708 		N/A EDUCATIONAL INSTITUT GRANTS FOR GENERAL OPERATING SUPPORT (30,000 OUTRIGHT; 5,000 CHALLENGE) 35,000

PAVE SE RALEIGH CHARTER SCHOOL INC

3420 IDLEWOOD VILLAGE DRIVE
RALEIGH,NC27610 		N/A EDUCATIONAL INSTITUT CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT 100,000

PEACEMAKERS OF ROCKY MOUNT

2221 WEST RALEIGH BLVD
ROCKY MOUNT,NC27803 		N/A PUBLIC CHARITY GRANTS FOR GENERAL OPERATING SUPPORT (30,000 CHALLENGE; 20,000 OUTRIGHT) 50,000
PRESBYTERIAN COLLEGE


503 S BROAD STREET
CLINTON,SC29235 		NONE INDIVIDUAL SCHOLARSHIP FOR CHARIEL VILLEDA-NUBE 13,955

PUBLIC SCHOOL FORUM OF NORTH CAROLINA

1017 MAIN CAMPUS DRIVE SUITE 2300
RALEIGH,NC27606 		N/A PUBLIC CHARITY GRANTS FOR RURAL TEACHER LEADER NETWORK 249,165
RAGAN PEARSON


106 REYNARD PATH
CLINTON,NC28328 		NONE INDIVIDUAL TEACHER STIPEND 500
RANDOLPH COLLEGE


2500 RIVERMONT AVENUE
LYNCHBURG,VA24503 		NONE INDIVIDUAL SCHOLARSHIP FOR SCARLETH MEZA 25,224

RIPE FOR REVIVAL

161 ENGLISH ROAD
ROCKY MOUNT,NC27804 		N/A PUBLIC CHARITY GRANTS FOR GENERAL OPERATING SUPPORT (50,000 CHALLENGE; 100,000 OUTRIGHT) 150,000
ROANOKE COLLEGE


221 COLLEGE LANE
SALEM,VA24153 		NONE INDIVIDUAL SCHOLARSHIP FOR EMMANUEL FERNANDEZ 15,639
ROANOKE COLLEGE


221 COLLEGE LANE
SALEM,VA24153 		NONE INDIVIDUAL SCHOLARSHIP FOR FERNANDO ESCOBAR 28,259
ROANOKE COLLEGE


221 COLLEGE LANE
SALEM,VA24153 		NONE INDIVIDUAL SCHOLARSHIP FOR KAROL KUSMIERCZUK 27,012

ROANOKE ISLAND HISTORICAL ASSN

1409 NATIONAL PARK DRIVE
MANTEO,NC27954 		N/A PUBLIC CHARITY GRANT FOR GENERAL OPERATING SUPPORT 100,000
ROBERT HILL


214 HAMILTON DRIVE
CLINTON,NC28328 		NONE INDIVIDUAL TEACHER FELLOWSHIP 8,000

ROBESON COUNTY CHURCH AND COMMUNITY CENTR

600 W 5TH STREET
LUMBERTON,NC28358 		N/A PUBLIC CHARITY GRANTS FOR GENERAL OPERATING SUPPORT (25,000 CHALLENGE; 75,000 OUTRIGHT) 100,000

ROBESON COUNTY DISASTER RECOVERY COALITION

PO BOX 1142
LUMBERTON,NC28359 		N/A PUBLIC CHARITY GRANTS FOR GENERAL OPERATING SUPPORT (10,000 CHALLENGE; 40,000 OUTRIGHT) 50,000

ROSEBORO ELEMENTARY SCHOOL

180 BUTLER ISLAND ROAD
ROSEBORO,NC28382 		N/A EDUCATIONAL INSTITUT LOVE OF LEARNING GRANTS LAWANNA PARKER-PLAYGROUND EQUIPMENT 2,000

SAMPSON COMMUNITY COLLEGE FOUNDATION

PO BOX 318
CLINTON,NC28328 		N/A PUBLIC CHARITY GRANTS FOR GENERAL OPERATING SUPPORT 165,000

SAMPSON COUNTY ARTS COUNCIL

709 COLLEGE STREET
CLINTON,NC28328 		N/A PUBLIC CHARITY GRANT FOR GENERAL OPERATING SUPPORT 42,500

SAMPSON HIGH SCHOOL

437 ROWAN ROAD
CLINTON,NC28328 		N/A EDUCATIONAL INSTITUT GRANT TO SUPPORT SAMPSON HIGH SCHOOL RESTORATION (PAID DIRECTLY TO WOOTEN FOR WORK PERFORMED) 6,876

SAMPSON MIDDLE SCHOOL

1201 W ELIZABETH STREET
CLINTON,NC28328 		N/A EDUCATIONAL INSTITUT LOVE OF LEARNING GRANTS "WILLIAM KING - ATTENDANCE MATTERS! SWEET SUCCESS!" 2,000

SAMPSON MIDDLE SCHOOL

1201 W ELIZABETH STREET
CLINTON,NC28328 		N/A EDUCATIONAL INSTITUT LOVE OF LEARNING GRANTS ACCELARATED DARKHORSES 3,000

SAMPSON MIDDLE SCHOOL

1201 W ELIZABETH STREET
CLINTON,NC28328 		N/A EDUCATIONAL INSTITUT LOVE OF LEARNING GRANTS ALENA CHABOT MATH ON THE MOVE 2,556

SAMPSON MIDDLE SCHOOL

1201 W ELIZABETH STREET
CLINTON,NC28328 		N/A EDUCATIONAL INSTITUT LOVE OF LEARNING GRANTS CAROLINE LANGSTON: BETTER SEATING + BETTER INCENTIVES = BETTERRESULTS 2,355

SAMPSON MIDDLE SCHOOL

1201 W ELIZABETH STREET
CLINTON,NC28328 		N/A EDUCATIONAL INSTITUT LOVE OF LEARNING GRANTS CAROLINE LANGSTON-LOOKING TO THE FUTURE 1,605

SAMPSON MIDDLE SCHOOL

1201 W ELIZABETH STREET
CLINTON,NC28328 		N/A EDUCATIONAL INSTITUT LOVE OF LEARNING GRANTS JENNIFER OLIVER-EXPANDING DIVERSITY IN LITERACY 2,982

SAMPSON MIDDLE SCHOOL

1201 W ELIZABETH STREET
CLINTON,NC28328 		N/A EDUCATIONAL INSTITUT LOVE OF LEARNING GRANTS LESLIE MATTHIS;NATIONAL SEAPERCH COMPETITION UNIVERSITY OF MARYLAND 3,000

SAMPSON MIDDLE SCHOOL

1201 W ELIZABETH STREET
CLINTON,NC28328 		N/A EDUCATIONAL INSTITUT LOVE OF LEARNING GRANTS RON DAVIS-UNLOCKING CREATIVITY 3,000

SAMPSON MIDDLE SCHOOL

1201 W ELIZABETH STREET
CLINTON,NC28328 		N/A EDUCATIONAL INSTITUT LOVE OF LEARNING GRANTS SARAH FAISON 2,000

SAMPSON MIDDLE SCHOOL

1201 W ELIZABETH STREET
CLINTON,NC28328 		N/A EDUCATIONAL INSTITUT LOVE OF LEARNING GRANTS TEACHERS EXPLORING WASHINGTON DC - JENNIFER OLIVER 1,675

SAMPSON MIDDLE SCHOOL

1201 W ELIZABETH STREET
CLINTON,NC28328 		N/A EDUCATIONAL INSTITUT LOVE OF LEARNING GRANTS TEACHERS EXPLORING WASHINGTON DC - LESLIE MATTHIS 1,675

SAMPSON MIDDLE SCHOOL

1201 W ELIZABETH STREET
CLINTON,NC28328 		N/A EDUCATIONAL INSTITUT LOVE OF LEARNING GRANTS VEVLYN LOWE: LET'S AUDITION! 3,000

SAMPSON MIDDLE SCHOOL

1201 W ELIZABETH STREET
CLINTON,NC28328 		N/A EDUCATIONAL INSTITUT LOVE OF LEARNING GRANTS VEVLYN LOWE-BATTLE OF THE BANDS 1,882
SAUL E MESA NUNEZ


PO BOX 695
SALEMBURG,NC28358 		NONE INDIVIDUAL INTERNSHIP FUNDING 4,000

SHAWTOWN ALUMNI ASSOCIATION

PO BOX 1446
LILLINGTON,NC27546 		N/A EDUCATIONAL INSTITUT GRANT FOR GENERAL OPERATING SUPPORT (CHALLENGE GRANT) 50,000

SIMPLY GIRLS INC

406 W BROAD STREET
DUNN,NC28334 		N/A PUBLIC CHARITY GRANT FOR GENERAL OPERATING SUPPORT (10,000 MATCHING; 377,200 FOR HOUSE PURCHASE AND RENOVATION; 150,000 INSTALLMENT; 25,000 CHALLENGE) 562,200

SOUTHERN PINES LAND AND HOUSING TRUST

1250 W NEW YORK AVE
SOUTHERN PINES,NC28387 		N/A PUBLIC CHARITY CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT 35,000
SOUTHWESTERN UNIVERSITY


PO BOX 770
GEORGETOWN,TX78627 		NONE INDIVIDUAL SCHOLARSHIP FOR NANCY MORALES 27,154
SPELMAN COLLEGE


350 SPELMAN LANE SW
ATLANTA,GA30314 		NONE INDIVIDUAL SCHOLARSHIP FOR BAYLOR HARRIS 18,000
STEPHANIE SULLIVAN


1579 SAMPSON ACRES DRIVE
CLINTON,NC28328 		NONE INDIVIDUAL TEACHER STIPEND 500

SUNSET AVENUE SCHOOL

505 SUNSET AVENUE
CLINTON,NC28328 		N/A EDUCATIONAL INSTITUT LOVE OF LEARNING GRANTS ANNA ROUSE-SENSORY OVERLOAD 1,987

TEACH FOR AMERICA

PO BOX 398540
SAN FRANCISCO,CA94139 		N/A PUBLIC CHARITY GRANT FOR GENERAL OPERATING SUPPORT (135,000 CHALLENGE; 285,000 OUTRIGHT) 420,000

THE FILLING STATION INC

PO BOX 222
POLLOCKSVILLE,NC28573 		N/A PUBLIC CHARITY GRANT FOR GENERAL OPERATING SUPPORT (10,000 CHALLENGE; 20,000 OUTRIGHT) 30,000

THE MADEIRA SCHOOL

8328 GEORGETOWN PIKE
MCLEAN,VA22102 		N/A EDUCATIONAL INSTITUT GRANT FOR GENERAL OPERATING SUPPORT 575,740

THE MADEIRA SCHOOL

8328 GEORGETOWN PIKE
MCLEAN,VA22102 		N/A EDUCATIONAL INSTITUT GRANT FOR GENERAL OPERATING SUPPORT (INSTALLMENT 2 OF 2) 500,000

THE OMEGA CENTER

PO BOX 1371
NEW BERN,NC28563 		N/A PUBLIC CHARITY GRANT FOR GENERAL OPERATING SUPPORT 30,000

THE SALVATION ARMY OF ELIZABETH CITY

PO BOX 1967
ELIZABETH CITY,NC27906 		N/A PUBLIC CHARITY GRANT FOR GENERAL OPERATING SUPPORT 10,000

THRIVE SCHOLARS

75 FEDERAL STREET
BOSTON,MA02110 		N/A PUBLIC CHARITY GRANT FOR GENERAL OPERATING SUPPORT 150,000

TRIED BY FIRE

PO BOX 12691
NEW BERN,NC28560 		N/A PUBLIC CHARITY GRANTS FOR GENERAL OPERATING SUPPORT OF MY SISTER'S HOUSE (5,000 CHALLENEGE; 45,000 OUTRIGHT) 50,000

TRYON PALACE FOUNDATION

PO BOX 1007
NEW BERN,NC28563 		N/A PUBLIC CHARITY GRANT FOR GENERAL OPERATING SUPPORT 85,000

UNC HEALTH FOUNDATION

123 W FRANKLIN STREET SUITE 510
CHAPEL HILL,NC27516 		N/A PUBLIC CHARITY GRANT TO SUPPORT INITIATIVE TO ADDRESS HEALTH DISPARITIES IN EASTERN NORTH CAROLINA 439,000

UNC PEMBROKE FOUNDATION INC

PO BOX 1510
PEMBROKE,NC28372 		N/A EDUCATIONAL INSTITUT MULTI-YEAR GRANT TO SUPPORT THE FULL LAUNCH OF THE BRAVES SCHOLARS 658,490

UNC WORLD VIEW

CAMPUS BOX 8011
CHAPEL HILL,NC27599 		N/A EDUCATIONAL INSTITUT GRANT TO PROVIDE GENERAL OPERATING SUPPORT TO THE DEVELOPING GLOBAL EDUCATORS PROJECT. 90,000

UNION ELEMENTARY SCHOOL

10400 TAYLORS BRIDGE HWY
CLINTON,NC28328 		N/A EDUCATIONAL INSTITUT LOVE OF LEARNING GRANTS TAMMY MEJIA-HUBBS FARM 1,279

UNION HIGH SCHOOL

1189 KADER MERRITT RD
ROSE HILL,NC28458 		N/A EDUCATIONAL INSTITUT LOVE OF LEARNING GRANTS ASHLEY KNOWLES-CHINESE CULTURAL EXPERIENCE 3,000

UNION HIGH SCHOOL

1189 KADER MERRITT RD
ROSE HILL,NC28458 		N/A EDUCATIONAL INSTITUT LOVE OF LEARNING GRANTS HEATHER KNOWLES FROM UHS TO RHSDF 3,000

UNION HIGH SCHOOL

1189 KADER MERRITT RD
ROSE HILL,NC28458 		N/A EDUCATIONAL INSTITUT LOVE OF LEARNING GRANTS SUSAN LONG-FORENSIC SCIENCE IMMERSIONS 2,822

UNION HIGH SCHOOL

1189 KADER MERRITT RD
ROSE HILL,NC28458 		N/A EDUCATIONAL INSTITUT LOVE OF LEARNING GRANTS SUSAN LONG-HEALTH SCIENCE CAREER EXPLORATIONS 2,660

UNIVERSITY OF MT OLIVE

PO BOX 90
MOUNT OLIVE,NC28365 		N/A EDUCATIONAL INSTITUT GRANT TO PROVIDE GENERAL OPERATING SUPPORT FOR THE INAUGURAL YEAR OF UMO READING CLINIC. 23,000
VALARIE SUZANNE RICE


739 CARTERTOWN ROAD
CLINTON,NC28328 		NONE INDIVIDUAL TEACHER FELLOWSHIP 8,000
VASSAR COLLEGE


124 RAYMOND AVENUE BOX 8
POUGHKEEPSIE,NY12604 		NONE INDIVIDUAL SCHOLARSHIP FOR ALEXANDER CZARKOWSKI 5,000
VEVLYN PARKS LOWE


907 LAKEVIEW DRIVE
CLINTON,NC28328 		NONE INDIVIDUAL TEACHER FELLOWSHIP 8,000
VIRGINIA WESLEYAN UNIVERSITY


5817 WESLEYAN DRIVE
VIRGINIA BEACH,VA23455 		NONE INDIVIDUAL SCHOLARSHIP FOR MS. BRIANNY OCAMPO 11,633

VOICES TOGETHER

88 VILCOM CENTER DRIVE STE 100
CHAPEL HILL,NC27514 		N/A PUBLIC CHARITY GRANT FOR GENERAL OPERATING SUPPORT (50,000 CHALLENGE; 50,000 OUTRIGHT) 100,000

WAKE COUNTY BAR ASSOCIATION FOUNDATION

712 W NORTH STREET
RALEIGH,NC27605 		N/A PUBLIC CHARITY GRANT FOR GENERAL OPERATING SUPPORT (80,000 OUTRIGHT; 2,000 MATCHING) 82,000

WAYNE COMMUNITY COLLEGE FOUNDATION

PO BOX 8002
GOLDSBORO,NC27533 		N/A EDUCATIONAL INSTITUT GRANT FOR GENERAL OPERATING SUPPORT 125,000
WESTMONT COLLEGE


955 LA PAZ ROAD
SANTA BARBARA,CA93108 		NONE INDIVIDUAL SCHOLARSHIP FOR DAISY FERNANDEZ 27,005
WHITTIER COLLEGE


PO BOX 634
WHITTIER,CA90608 		NONE INDIVIDUAL SCHOLARSHIP FOR SUSANA JARAMILLO 24,205

WILSON FORWARD

PO BOX 1764
WILSON,NC27894 		N/A PUBLIC CHARITY CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT 3,000

YMCA OF SOUTHEASTERN NC

PO BOX 3467
WILMINGTON,NC28406 		N/A PUBLIC CHARITY GRANT FOR SAMPSON COUNTY YMCA 2023 SUPPORT (MULTI-YEAR GRANT) 250,000
Total .................................right arrow 3a 14,409,677
bApproved for future payment

AMERICAN HEART ASSOCIATION
5001 SOUTH MIAMI BOULEVARD SUITE
300
DURHAM,NC27703 		N/A PUBLIC CHARITY MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT (288,000 2024; 185,000 2025) 473,000

AMERICAN HEART ASSOCIATION
5001 SOUTH MIAMI BOULEVARD SUITE
300
DURHAM,NC27703 		N/A PUBLIC CHARITY MULTI-YEAR CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT (50,000 2024; 75,000 2025) 125,000

ARISE COLLECTIVE
PO BOX 25901
RALEIGH,NC27611 		N/A PUBLIC CHARITY OUTRIGHT GRANT FOR GENERAL OPERATING SUPPORT (1,600,000 2024; 1,450,000 2025; 1,350,000 2026) 4,400,000

ARISE COLLECTIVE
PO BOX 25901
RALEIGH,NC27611 		N/A PUBLIC CHARITY GRANT FOR CAPITAL SUPPORT (100,000 2024; 3,100,000 2025) 3,200,000

ARISE COLLECTIVE
PO BOX 25901
RALEIGH,NC27611 		N/A PUBLIC CHARITY CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT 50,000

BERTIE COUNTY HIVE HOUSE
PO BOX 598
LEWISTON,NC27849 		N/A PUBLIC CHARITY CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT 10,000

BEST NC
940 NW CARY PARKWAY
CARY,NC27513 		N/A PUBLIC CHARITY GRANTS FOR TEACHER APPRENTICESHIPS (20,000 CHALLENGE 2024 & 2025; 40,000 OUTRIGHT 2024) 80,000

BOY & GIRLS CLUBS OF THE TAR RIVER REGION
PO BOX 1622
ROCKY MOUNT,NC27802 		N/A PUBLIC CHARITY GRANTS FOR GENERAL OPERATING SUPPORT (35,000 OUTRIGHT; 25,000 CHALLENGE) 60,000

BOYS & GIRLS CLUBS OF THE COASTAL PLAIN
621 W FIRE TOWER ROAD
WINTERVILLE,NC28590 		N/A PUBLIC CHARITY CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT 100,000

CAMPBELL UNIVERSITY
PO BOX 26
BUIES CREEK,NC27506 		N/A EDUCATIONAL INSTITUT GRANT FOR GENERAL OPERATING SUPPORT 266,553

CAPE FEAR BOTANICAL GARDEN
PO BOX 53485
FAYETTEVILLE,NC28305 		N/A PUBLIC CHARITY GRANTS FOR GENERAL OPERATING SUPPORT (75,000 OUTRIGHT; 25,000 CHALLENGE) 100,000

CAPE FEAR REGIONAL THEATER
1209 HAY STREET
FAYETTEVILLE,NC28305 		N/A PUBLIC CHARITY CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT 25,000

CLINTON AREA FOUNDATION FOR EDUCATION
1201 W ELIZABETH STREET
CLINTON,NC28329 		N/A EDUCATIONAL INSTITUT GRANTS FOR DARK HORSE FELLOW PROGRAM (20,000 CHALLENGE 2024; 80,000 OUTRIGHT 2024) 100,000

COMMUNITIES SUPPORTING SCHS OF WAYNE CTY
308 N WILLIAMS STREET
GOLDSBORO,NC27530 		N/A PUBLIC CHARITY CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT 10,000

CONNECT COMMUNITY INC
210 E 2ND STREET SUITE 201
LUMBERTON,NC28358 		N/A PUBLIC CHARITY CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT 2,500

DISTRICT C
2411 ENVIRON WAY
CHAPEL HILL,NC27517 		N/A PUBLIC CHARITY OUTRIGHT GRANT FOR GENERAL OPERATING SUPPORT (UP TO 120,000) 120,000

DRESS FOR SUCCESS TRIANGLE
1815 TILLERY PLACE SUITE 105
RALEIGH,NC27604 		N/A PUBLIC CHARITY CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT 25,000

DUKE UNIVERSITY
PO BOX 90581
DURHAM,NC27708 		N/A EDUCATIONAL INSTITUT GRANTS FOR FELLOWSHIP PROGRAM/COMMUNITY OUTREACH (100,000 2024-2025; 125,000 2026-2027) CHALLENGE 450,000

DUKE UNIVERSITY
PO BOX 90581
DURHAM,NC27708 		N/A EDUCATIONAL INSTITUT GRANTS FOR FELLOWSHIP PROGRAM/COMMUNITY OUTREACH (200,000 ANNUALLY 2024-2026) 600,000

EDUCATIONNC
PO BOX 1636
RALEIGH,NC27602 		N/A PUBLIC CHARITY MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT (135,000 2024) 135,000

ENVIRONMENTAL DEFENSE FUND
257 PARK AVENUE SOUTH 17TH FLOOR
NEW YORK,NY10010 		N/A PUBLIC CHARITY MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT (100,000 CHALLENGE 2024; 150,000 OUTRIGHT 2024) 250,000

FAYETTEVILLE AREA INASMUCH
531 HILLSBORO STREET
FAYATTEVILLE,NC28301 		N/A PUBLIC CHARITY CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT 30,000

FAYETTEVILLE STATE UNIVERSITY FOUNDATION
1200 MURCHISON ROAD
FAYETTEVILLE,NC28301 		N/A PUBLIC CHARITY MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT (1,948,727 2024; 280,145 2025) 2,228,872

FAYETTEVILLE STATE UNIVERSITY FOUNDATION
1200 MURCHISON ROAD
FAYETTEVILLE,NC28301 		N/A PUBLIC CHARITY CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT (125,000 2024) 125,000

FOUNDATION FOR FARMWORKERS
1001 CONNECTICUT AVE NW STE 220
WASHINGTON,DC20036 		N/A PUBLIC CHARITY CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT 5,000

GIRL SCOUTS-NORTH CAROLINA COASTAL PINES
6901 PINECREST ROAD
RALEIGH,NC27613 		N/A PUBLIC CHARITY MULTI-YEAR GRANT TO EXPAND THE COMMUNITY ENGAGEMENT PROGRAM (184,000; 2024; 199,000 2025) 383,000

GIRL SCOUTS-NORTH CAROLINA COASTAL PINES
6901 PINECREST ROAD
RALEIGH,NC27613 		N/A PUBLIC CHARITY MULTI-YEAR CHALLENGE GRANT TO EXPAND THE COMMUNITY ENGAGEMENT PROGRAM (25,000; 2024; 50,000 2025) 75,000

GO GLOBAL NC
PO BOX 13628
PARK,NC27709 		N/A PUBLIC CHARITY CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT 35,000

IPAS
PO BOX 9990
CHAPEL HILL,NC27515 		N/A PUBLIC CHARITY CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT 25,000

LEAD FOR NORTH CAROLINA (UNC SCHOOL OF GOVERNMENT FOUNDATION)
KNAPP-SANDERS BUILDING CAMPUS BOX
3330
CHAPEL HILL,NC27599 		N/A EDUCATIONAL INSTITUT GRANT FOR GENERAL OPERATING SUPPORT 250,000

MDC INC
307 W MAIN STREET
DURHAM,NC27701 		N/A PUBLIC CHARITY MULTI-YEAR GRANT TO SUPPORT TWO FELLOWS PER YEAR IN EASTERN NC (UP TO 75,000 ANNUALLY 2024-2026) 225,000

MEPHIBOSHETH PROJECT INC
PO BOX 11418
GOLDSBORO,NC27532 		N/A PUBLIC CHARITY CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT 5,000

MOTHERS AND THEIR CHILDREN INC (MATCH)
PO BOX 14469
RALEIGH,NC27620 		N/A PUBLIC CHARITY CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT 2,500

NC STATE UNIVERSITY INSTITUTE FOR EMERGING LEADERS
CAMPUS BOX 7406
RALEIGH,NC27695 		N/A EDUCATIONAL INSTITUT OUTRIGHT GRANT FOR GENERAL OPERATING SUPPORT 5,000

NC SYMPHONY
3700 GLENWOOD AVENUE SUITE 130
RALEIGH,NC27612 		N/A PUBLIC CHARITY GRANT FOR GENERAL OPERATING SUPPORT (2024) 52,500

NCSU FOUNDATION INC
CAMPUS BOX 7474
RALEIGH,NC27695 		N/A EDUCATIONAL INSTITUT GRANTS FOR TRANSFORMATIONAL SCHOLARS (1,049,950 2024; 1,049,950 2025; 1,156,900 2026) 3,532,800

NCSU FOUNDATION INC
CAMPUS BOX 7474
RALEIGH,NC27695 		N/A EDUCATIONAL INSTITUT GRANTS FOR GENERAL OPERATING SUPPORT (96,000 OUTRIGHT; 12,000 CHALLENGE) 108,000

NORTH CAROLINA CENTRAL UNIVERSITY FOUNDATION
PO BOX 52466
DURHAM,NC27717 		N/A EDUCATIONAL INSTITUT MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT FOR MBA PROGRAM (25,000 2024; 25,000 2025) 50,000

NORTH CAROLINA CIVIL WAR HISTORY CENTER
824 BRANSON STREET
FAYETTEVILLE,NC28305 		N/A PUBLIC CHARITY MULTI-YEAR CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT (125,000 2024; 150,000 2025; 175,000 2026) 450,000

NORTH CAROLINA CIVIL WAR HISTORY CENTER
824 BRANSON STREET
FAYETTEVILLE,NC28305 		N/A PUBLIC CHARITY OUTRIGHT GRANT FOR GENERAL OPERATING SUPPORT (100,000 2024; 75,000 2025) 175,000

NORTH CAROLINA OFFICE OF STRATEGIC PARTNERSHIPS
20320 MAIL SERVICE CENTER
RALEIGH,NC27699 		N/A PUBLIC CHARITY MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT (25,000 CHALLENGE 2024 & 2025; 50,000 OUTRIGHT 2024 & 2025) 150,000

PUBLIC SCHOOL FORUM
1017 MAIN CAMPUS DRIVE SUITE 2300
RALEIGH,NC27606 		N/A PUBLIC CHARITY GRANTS FOR RURAL TEACHER LEADER NETWORK (274,000 2024; 129,000 2025) 403,000

ROANOKE CHOWAN COMMUNITY HEALTH CENTER
120 HEALTH CENTER DRIVE
AHOSKIE,NC27910 		N/A PUBLIC CHARITY GRANTS FOR GENERAL OPERATING SUPPORT (100,000 OUTRIGHT; 50,000 CHALLENGE) 150,000

ROANOKE ISLAND HISTORICAL ASSN
1409 NATIONAL PARK DRIVE
MANTEO,NC27954 		N/A PUBLIC CHARITY CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT 100,000

ROBESON COUNTY CHURCH AND COMMUNITY CENTER
600 W 5TH STREET
LUMBERTON,NC28358 		N/A PUBLIC CHARITY GRANTS FOR GENERAL OPERATING SUPPORT (25,000 CHALLENGE 2024 & 2025; 75,000 OUTRIGHT 2024 & 2025) 200,000

SAMPSON COMMUNITY COLLEGE FOUNDATION
PO BOX 318
CLINTON,NC28328 		N/A PUBLIC CHARITY GRANTS FOR GENERAL OPERATING SUPPORT (40,000 2024 & 2025) 80,000

SAMPSON COMMUNITY COLLEGE FOUNDATION
PO BOX 318
CLINTON,NC28328 		N/A PUBLIC CHARITY GRANTS FOR GENERAL OPERATING SUPPORT (10,000 CHALLENGE) 10,000

SHAWTOWN ALUMNI ASSOCIATION
PO BOX 1446
LILLINGTON,NC27546 		N/A EDUCATIONAL INSTITUT GRANT FOR GENERAL OPERATING SUPPORT (CHALLENGE GRANT) 50,000

SIMPLY GIRLS INC
406 W BROAD STREET
DUNN,NC28334 		N/A PUBLIC CHARITY GRANTS FOR GENERAL OPERATING SUPPORT (25,000 CHALLENGE 2024; 150,000 OUTRIGHT 2024) 175,000

SIMPLY GIRLS INC
406 W BROAD STREET
DUNN,NC28334 		N/A PUBLIC CHARITY CHALLENGE GRANT FOR CAPITAL RENOVATIONS 25,000

SOUTHEASTERN LIFE CENTER
86 HUNTS DRIVE UNIT 86
PEMBROKE,NC28372 		N/A PUBLIC CHARITY GRANTS FOR GENERAL OPERATING SUPPORT (50,000 OUTRIGHT; 25,000 CHALLENGE) 75,000

STANLEY COMMUNITY COLLEGE FOUNDATION
141 COLLEGE DRIVE
ALBEMARLE,NC28001 		N/A EDUCATIONAL INSTITUT OUTRIGHT GRANT FOR GENERAL OPERATING SUPPORT 60,000

THE CENTER FOR SCIENCE TECHNOLOGY AND LEADERSHIP DEVELOPMENT (BETHEL YOUTH
PO BOX 165
BETHEL,NC27812 		N/A PUBLIC CHARITY CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT 5,000

THE OMEGA CENTER
PO BOX 1371
NEW BERN,NC28563 		N/A PUBLIC CHARITY CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT 10,000

THRIVE SCHOLARS
75 FEDERAL STREET
BOSTON,MA02110 		N/A PUBLIC CHARITY CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT 50,000

TRYON PALACE FOUNDATION
PO BOX 1007
NEW BERN,NC28563 		N/A PUBLIC CHARITY CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT 35,000

UNC-PEMBROKE FOUNDATION INC
PO BOX 1510
PEMBROKE,NC28372 		N/A EDUCATIONAL INSTITUT MULTI-YEAR GRANT FOR LAUNCH OF BRAVE SCHOLARS (1,027,240 2024; 150,000 2025) 1,177,240

WAKE COUNTY BAR ASSOCIATION FOUNDATION
712 W NORTH STREET
RALEIGH,NC27605 		N/A PUBLIC CHARITY CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT 25,000

WAYNE COMMUNITY COLLEGE FOUNDATION
PO BOX 8002
GOLDSBORO,NC27533 		N/A EDUCATIONAL INSTITUT CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT 25,000

YMCA OF SOUTHEASTERN NC
PO BOX 3467
WILMINGTON,NC28406 		N/A PUBLIC CHARITY GRANT FOR SAMPSON COUNTY YMCA 2023 SUPPORT (100,000 2024; 50,000 2025; 25,000 2026) 175,000
Total ................................. right arrow 3b 21,324,965
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 5,278,299  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 25,308,024  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aGRANT REFUND 		    01 834  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 30,587,157 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
30,587,157
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
ANONYMOUS TRUST
 
U/A DATED 2-4-2008
EIN:
26-6220561
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 12,500 0   12,500
BOOKKEEPING FEES 44,320 0   44,320

TY 2023 InvestmentsCorpBondsSchedule
Name:
ANONYMOUS TRUST
 
U/A DATED 2-4-2008
EIN:
26-6220561
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBVIE INC 2.6% 508,920 489,870
ALTRIA GROUP INC 5.8% 97,040 104,342
AMERICAN EXPRESS 4.05% 468,884 494,890
AMERITECH CAP FDG CORP 6.875% 327,637 314,415
ANALOG DEVICES IN 4.5% 304,734 274,574
BANK AMER CORP 4.0% 244,138 251,066
BANK AMER CORP 4.183% 543,112 488,418
BANK AMER CORP 7.0% 100,000 106,584
BANK AMER CORP MED TERM SR NTS 200,000 202,678
BB&T CORP 3.875% 257,093 236,801
BELLSOUTH TELECOMMUNICATIONS INC 7% 422,194 415,261
BOA FIN LLC MED TERM NTS 5% 250,000 251,701
BOSTON UNIV 5.2% 253,669 261,528
BROOKFIELD FIN INC 4.85% 504,209 503,548
CAPITAL ONE FINL CORP 4.985% 503,471 505,179
CARDINAL HEALTH INC 3.5% 512,594 493,684
CBRE SVCS INC 4.875% 510,375 507,817
CH ROBINSON WORLDWIDE INC 4.2% 497,400 488,134
CITIGROUP INC 5.5% 541,888 510,632
COMCAST CABLE COMMUNICATIONS INC 8.5% 286,655 282,974
CONAGRA BRANDS INC 4.6% 533,155 498,964
CONOCOPHILLIPS CO 3.35% 161,338 179,555
CSX CORPORATION 4.1% 486,726 486,190
CVS HEALTH CORPORATION 2.875% 48,629 47,888
CVS HEALTH CORPORATION 6.125% 100,000 108,259
DEERE & COMPANY 7.125% 255,546 245,141
DEUTSCHE BK AG 7.0% 250,000 252,551
DIRECTTV HLDGS LLC 5.15% 312,448 51,937
DIRECTTV HLDGS LLC 6% 307,522 53,275
EAGLE MATLS INC 2.5% 100,703 86,372
DUKE ENERGY CORP NEW 4.5% 95,734 98,661
EAGLE PT CR CO INC 6.75% 250,000 241,094
ENBRIDGE INC BNDS 3.5% 376,558 372,935
ENERGY TRANSFER PARTNERS LP 4.05% 162,384 180,237
ENERGY TRANSFER PARTNERS LP 4.75% 302,770 304,674
ENSTAR GROUP LET 3.1% 201,347 165,464
EXPEDIA GROUP INC 4.625% 548,755 507,509
FEDERAL HOME LN BKS CONS 2.32% 181,590 182,711
FEDEX CORPORATION 3.9% 326,326 309,182
FORD MOTOR CO DEL 6.625% 634,576 611,738
FOX CORP 5.476% 89,759 99,860
GENERAL DYNAMICS 3.625% 463,081 480,285
GENERAL ELEC CAP CORP INTERNOTES 2.06586% 244,360 250,119
GENERAL MOTORS FINANCIAL CO 2.4% 250,000 215,552
GENERAL MOTORS FINANCIAL CO IN 5.7% 516,000 469,056
GENERAL MTRS CO 5.4% 160,824 186,089
GOLDMAN SACHS GROUP INC 4.25% 193,258 197,986
GOLDMAN SACHS GROUP INC MED TERM 6.5% 500,000 513,729
GOLDMAN SACHS GROUP INC STEP UP 249,943 249,801
GOLDMAN SACHS GROUP INC MED TERM 7.0% 100,000 102,464
HCA INC 5.125% 88,902 95,770
HEWLETT PACKARD CO 6% 404,222 429,485
HILLTOP HLDGS INC 5.0% 195,490 197,834
HORACE MANN EDUCATORS CORP NEW 4.5% 504,213 492,022
HYATT HOTELS CORP 4.85% 402,288 402,630
JOHNSON & JOHNSON 2.45% 301,457 291,071
JP MORGAN CHASE & CO 6 1/2 250,000 254,516
JP MORGAN CHASE & CO 5.8% 300,000 306,940
JP MORGAN CHASE & CO 7.0% 100,000 103,191
KEMPER CORP DEL 4.35% 250,891 248,853
L3 TECHNOLOGIES INC 3.85% 261,667 255,073
LEGG MASON INC 4.75% 404,493 404,315
MACYS RETAIL HLDGS INC 4.5% 127,819 114,506
MARRIOTT INTERNATIONAL INC 4.5% 307,328 275,157
MCDONALD'S CORPORATION 3.6% 463,455 474,275
META PLATFORMS INC 4.95% 489,932 516,060
MFC ISHARES TR IBONDS DEC 2028 TERM 999,999 861,139
MFC ISHARES TR IBONDS DEC 2029 TERM 999,994 851,029
MFC ISHARES TR IBONDS DEC 2030 TERM 999,975 837,576
MORGAN STANLEY 3.95% 492,025 489,358
MORGAN STANLEY MED TERM 4% 250,727 248,106
MORGAN STANLEY 6.2% 100,000 102,924
MPLX LP 4.875% 505,525 499,155
NATL BK CDA STRUCTURED NTS PROGRAM 6.0% 200,000 198,976
N MISS MED CENTR INC 3.183% 253,832 176,385
NORDSTROM INC 6.95% 274,548 258,866
OXFORD SQUARE CAPITAL CORP 6.25% 500,000 481,212
PACIFICORP 6.0% 99,303 107,440
PFIZER INC 2.75% 99,215 96,100
PROGRESSIVE CORP OH 5.375% 530,000 497,444
PROSPECT CAP CORP 3.0% 250,000 218,106
QUEST DIAGNOSTICS INC 4.25% 500,471 503,515
SOUTHERN POWER CO 4.15% 290,250 282,716
SPECTRA ENERGY PARTNERS LP 3.375% 528,256 485,090
SPECTRA ENERGY PARTNERS LP 4.75% 503,366 506,000
STARBUCKS CORPORATION 2.55% 422,838 442,210
TEVA PHARMACEUTICAL FIN NETH 3.15% 47,268 46,692
THE HOME DEPOT, INC. 2.7% 437,365 456,660
THOMSON REUTERS CORP 3.85% 360,396 354,568
TIME WARNER COS INC 6.625 280,679 259,952
VALERO ENERGY CORP 3.4% 526,234 485,023
VIACOM INC NEW 3.45% 243,590 239,612
VIACOM INC NEW 7.875% 146,869 134,123
W P CAREY INC 4.6% 297,467 298,132
WASTE MANAGEMENT, INC. 4.875% 499,437 510,020
WELLS FARGO & CO MED TERM 5.35% 300,000 300,721
WELLS FARGO & CO 6.4% 200,000 202,558
WILLIS KNIGHTON MED CTR 3.065% 102,253 64,309
ZIMMER BIOMET HLDGS INC 3.55% 207,075 207,367

TY 2023 InvestmentsCorpStockSchedule
Name:
ANONYMOUS TRUST
 
U/A DATED 2-4-2008
EIN:
26-6220561
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES 919,370 3,037,932
ALPHABET INCORPORATED CAP STK CL C 1,335,649 2,804,507
AMAZON COM INC 1,059,757 1,791,373
APPLE INC 437,596 5,302,276
CATERPILLAR INC 1,115,516 3,533,257
CIGNA CORP NEW 978 14,074
COCA COLA COMPANY 1,481,852 2,221,661
CORTEVA INC 165,138 335,440
COSTCO WHOLESALE CORPORATION 815,061 5,280,640
CVS HEALTH CORPORATION 1,041,828 1,389,301
DEERE & COMPANY 493,578 2,205,283
DISCOVER FINL SVCS 11,311 829,512
DISNEY WALT COMPANY 1,912,206 1,354,350
DOLLAR GENERAL CORP 747,975 2,263,568
DOW INCORPORATED 322,459 383,880
DUPONT DE NEMOURS INC 473,256 538,510
FEDEX CORPORATION 928,123 1,821,384
FIRST CITIZENS BANCSHARES INC CL A 125,665 51,732,808
GE HEALTHCARE TECHNOLOGIES INC 37,656 62,011
GENERAL ELECTRIC CO 125,894 307,398
JOHNSON & JOHNSON 966,686 2,100,316
KRAFT HEINZ COMPANY 774,961 621,264
KYNDRYL HLDGS INC 87,921 49,872
LINCOLN NATIONAL CORP 9,392 5,839,005
MCDONALDS CORPORATION 931,649 2,994,751
MERCK & CO INC 61,296 253,834
MFC INVESCO QQQ TRUST UNIT SER I 1,000,338 1,460,708
MFC ISHARES TR RUSSELL 2000 ETF 3,425,046 8,280,893
MFC SPDR S&P 500 ETF UNITS SER I 12,538,818 41,518,275
MFC SPDR S&P MIDCAP 400 ETF 6,830,238 19,338,030
MICROSOFT CORPORATION 1,004,397 1,289,817
MORGAN STANLEY 57,276 1,376,370
MOTOROLA SOLUTIONS INC 716,960 3,882,316
NORFOLK SOUTHERN CORPORATION 913,238 3,037,483
NUCOR CORPORATION 163,786 872,900
ORGANON & CO 3,025 3,331
PFIZER INC 1,347,050 1,465,411
PRINCIPAL FINL GROUP INC 0 7,867
PROCTOR & GAMBLE 1,085,349 2,198,100
SALESFORCE COM INC 838,558 1,355,171
SKYWORKS SOLUTIONS INC 500,536 410,333
SOUTHERN COMPANY 444,516 701,200
UNITED PARCEL SVC INC CL B 310,300 786,150
UNITED PARCEL SVC INC CL B 1,161,299 2,327,004
VERIZON COMMUNICATIONS INC 907,630 780,390
VIATRIS INC 74,285 68,391
VISA INC CL A 610,053 3,957,320
WABTEC CORP 7,926 13,071
YADKIN VALLEY CO NEW 506 207,000

TY 2023 InvestmentsGovtObligationsSch
Name:
ANONYMOUS TRUST
 
U/A DATED 2-4-2008
EIN:
26-6220561
US Government Securities - End of Year Book Value:

0
US Government Securities - End of Year Fair Market Value:

0
State & Local Government Securities - End of Year Book Value:


23,510,817
State & Local Government Securities - End of Year Fair Market Value:


22,767,370


TY 2023 InvestmentsOtherSchedule2
Name:
ANONYMOUS TRUST
 
U/A DATED 2-4-2008
EIN:
26-6220561
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
FEDERAL AGRIC MTG CORP 4.875% AT COST 250,000 194,047
RIVERNORTH CAPITAL AND INCOME FD AT COST 445,158 498,900

TY 2023 LegalFeesSchedule
Name:
ANONYMOUS TRUST
 
U/A DATED 2-4-2008
EIN:
26-6220561
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 20,175 0   20,175


TY 2023 OtherAssetsSchedule
Name:
ANONYMOUS TRUST
 
U/A DATED 2-4-2008
EIN:
26-6220561
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
NC RURAL ECONOMIC DEVELOPMENT CENTER, INC. PROGRAM RELATED INVESTMENT LOAN 2,228,455 1,716,217 1,716,217


TY 2023 OtherDecreasesSchedule
Name:
ANONYMOUS TRUST
 
U/A DATED 2-4-2008
EIN:
26-6220561
Description Amount
INTEREST AND DIVIDENDS RECEIVED IN 2024 FOR 2023 339,115
PROGRAM RELATED INVESTMENT CHANGED TO OUTRIGHT GRANTS/WRITEOFFS 279,207
ACCRUED INTEREST PAID CURRENT YEAR REDUCING NEXT YEAR INCOME 14,990


TY 2023 OtherExpensesSchedule
Name:
ANONYMOUS TRUST
 
U/A DATED 2-4-2008
EIN:
26-6220561
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
POSTAGE, MAILING SERVICE 723 0   723
OFFICE EXPENSE 3,153 0   3,153
TELEPHONE 2,949 0   2,949
INSURANCE (OTHER THAN HEALTH) 2,265 0   2,265
MEMBERSHIP, DUES & SUBSCRIPTIONS 10,775 0   10,775
BUSINESS GIFTS 1,581 0   1,581
COMPUTER & WEB EXPENSE 8,699 0   8,699
MEALS 4,442 0   4,442
MILEAGE REIMBURSEMENT 20,203 0   20,203
PARKING REIMBURSEMENT 79 0   79
SMALL EQUIPMENT, EXPENSED 88 0   88


TY 2023 OtherIncomeSchedule2
Name:
ANONYMOUS TRUST
 
U/A DATED 2-4-2008
EIN:
26-6220561
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
GRANT REFUND 834   834


TY 2023 OtherIncreasesSchedule
Name:
ANONYMOUS TRUST
 
U/A DATED 2-4-2008
EIN:
26-6220561
Description Amount
INTEREST AND DIVIDENDS RECEIVED IN 2023 FOR 2022 277,031
ACCRUED INTEREST PAID PRIOR YEAR REDUCING CURRENT YEAR INCOME 1,401


TY 2023 OtherLiabilitiesSchedule
Name:
ANONYMOUS TRUST
 
U/A DATED 2-4-2008
EIN:
26-6220561
Description Beginning of Year - Book Value End of Year - Book Value
OUTSTANDING CHECKS (NET) 275,979 962,806
PAYROLL LIABILITIES WITHHELD 6,309 0
ACCRUED SEP 47,949 49,925


TY 2023 OtherProfessionalFeesSchedule
Name:
ANONYMOUS TRUST
 
U/A DATED 2-4-2008
EIN:
26-6220561
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FIDUCIARY FEES THE NORTHERN TRUST COMPANY 117,554 117,554   0
FIDUCIARY FEES OAK HARBOR WEALTH PARTNERS 83,692 83,692   0