Private foundation
ORLANDO, FLEIN
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
Application policy: Accepts applications, as stated on the FY2025 return.
These lines count this foundation's own Form 990-PF returns that the IRS has published as data. An amended return replaces its original. They describe past returns only.
Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2025 | 990-PF | $244,540 | $132,703 | $121,123 | $2,289,056 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 7% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| UNC CHAPEL HILLCHAPEL HILL, NC | COLLEGE SCHOLARSHIP | $105,000 | 2018 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Truist Bank | TRUSTEE | 12 | $18,592 |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $2,289,056 |
| FY2024 | 990-PF | $104,803 | $123,947 | $113,873 | $2,174,282 | $2,174,282 |
| FY2023 | 990-PF | $54,840 | $139,363 | $125,798 | $2,189,965 | $2,189,965 |
| FY2022 | 990-PF | $56,672 | $158,925 | $128,064 | $2,272,005 | $2,272,005 |
| FY2021 | 990-PF | $513,202 | $153,980 | $135,447 | $2,374,947 | $2,374,947 |
| FY2020 | 990-PF | $62,553 | $144,124 | $112,614 | $2,013,411 | $2,013,411 |
| FY2019 | 990-PF | $83,652 | $148,722 | $114,000 | $2,092,030 | $2,092,030 |
| FY2018 | 990-PF | $188,821 | $163,998 | $127,865 | $2,157,144 | $2,157,144 |
| FY2017 | 990-PF | $107,846 | $150,493 | $117,000 | $2,130,351 | $2,130,351 |
| COLLEGE SCHOLARSHIP |
| $102,000 |
| 2019 |
| UNC CHAPEL HILLCHAPEL HILL, NC | COLLEGE SCHOLARSHIP | $102,000 | 2017 |
| UNC CHAPEL HILLCHAPEL HILL, NC | COLLEGE SCHOLARSHIP | $94,000 | 2020 |
| OUR DAILY BREAD FOOD MINISTRYROCKINGHAM, NC | FOOD BANK | $11,865 | 2018 |
| ANN NGUYENCHAPEL HILL, NC | SCHOLARSHIP | $10,703 | 2025 |
| CAMPBELL GROSSCHAPEL HILL, NC | SCHOLARSHIP | $10,703 | 2025 |
| ANNA BLAIRCHAPEL HILL, NC | SCHOLARSHIP | $10,703 | 2025 |
| LILY WILSONCHAPEL HILL, NC | SCHOLARSHIP | $10,703 | 2025 |
| ADDISON MASSEYCHAPEL HILL, NC | SCHOLARSHIP | $10,703 | 2025 |
| JUDE HOWARDCHAPEL HILL, NC | SCHOLARSHIP | $10,703 | 2025 |
| KATHLEEN PITTMANCHAPEL HILL, NC | SCHOLARSHIP | $10,669 | 2023 |
| DUKE UNIVERSITYDURHAM, NC | COLLEGE SCHOLARSHIP | $9,000 | 2017 |
| KATHLEEN PITTMANCHAPEL HILL, NC | SCHOLARSHIP | $8,255 | 2021 |
| ADAM TATUMCHAPEL HILL, NC | SCHOLARSHIP | $8,255 | 2021 |
| ALEXANDRA WEBBCHAPEL HILL, NC | SCHOLARSHIP | $8,255 | 2021 |
| SHELBY MATHESONCHAPEL HILL, NC | SCHOLARSHIP | $8,255 | 2021 |
| EMILY FAWCHAPEL HILL, NC | SCHOLARSHIP | $8,255 | 2021 |
| JOHN CARTER ROBERSONCHAPEL HILL, NC | SCHOLARSHIP | $8,255 | 2021 |
| NOAH JORDANCHAPEL HILL, NC | SCHOLARSHIP | $8,255 | 2021 |
| MADELYN PEARSONRALEIGH, NC | SCHOLARSHIP | $7,203 | 2025 |
| ALIVIA WEBBRALEIGH, NC | SCHOLARSHIP | $7,203 | 2025 |
| ADDISON ONEALCHAPEL HILL, NC | SCHOLARSHIP | $7,203 | 2025 |
| JOHN HANCOCKCHAPEL HILL, NC | SCHOLARSHIP | $7,150 | 2022 |
| ELENA HALLCHAPEL HILL, NC | SCHOLARSHIP | $7,150 | 2022 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990-PF · FY2024 · period ending Jul 31, 2024IRS bulk XML
Filing id 202442759349100704
Form 990-PF · FY2023 · period ending Jul 31, 2023
Filing id 202303399349101000
Form 990-PF · FY2022 · period ending Jul 31, 2022
Filing id 202213409349100406
Form 990-PF · FY2021 · period ending Jul 31, 2021
Filing id 202133429349101303
Form 990-PF · FY2020 · period ending Jul 31, 2020
Filing id 202032809349100903
Form 990-PF · FY2019 · period ending Jul 31, 2019
Filing id 201922549349100602
Form 990-PF · FY2018 · period ending Jul 31, 2018
Filing id 201832749349100303
Form 990-PF · FY2017 · period ending Jul 31, 2017
Filing id 201712779349100801
Form 990-PF · FY2016 · period ending Jul 31, 2016
Filing id 201622429349100302
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.