2024-03-28T08:59:34-05:00 2023-11-30 561761202 MARTIN STARNES & ASSOCIATES CPAS PA 730 13TH AVENUE DR SE HICKORY NC 286025196 990PF 2022-12-01 566047501 THE COFFEY FOUNDATION INC COFF 8287549479 PO BOX 1161 LENOIR NC 28645 T RAHN CHASE CHAIRMAN 8287549479 2024-03-26 1 T RAHN CHASE 999009999 1 STACEE L RASH CPA P01384038 8283272727 2024-03-26 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 8111210 X X 217996 217996 187102 3073824 187102 249 249 405347 405347 3200 0 3200 11000 11000 0 20728 20728 0 63199 58997 4202 98127 90725 7402 399847 399847 497974 90725 407249 -92627 314622 574405 300714 300714 4145 4752 4145 4145 7339854 7517723 7806351 7919011 7822582 8111210 0 0 X 7919011 7822582 7919011 7822582 7919011 7822582 7919011 -92627 0 7826384 3802 7822582 PUBLICALLY TRADED SECURITIES 904116 869875 34241 34241 PUBLICALLY TRADED SECURITIES 2169708 2016847 152861 152861 187102 4373 0 4373 0 4373 6839 0 0 0 6839 0 2466 2466 0 0 0 0 0 0 0 0 0 0 0 1 1 NC 1 0 0 0 0 1 N/A KELLY MELTON 8284931420 4517 PINEFROST PLACE LENOIR NC 28645 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 BETTY LOU MILLER 414 HIGHLAND AVENUE SW LENOIR NC 28645 TRUSTEE 2.00 200 0 0 BRUCE VANDERBLOEMEN PO BOX 1320 LENOIR NC 28645 TRUSTEE 2.00 0 0 0 JENNIE GOODMAN DEAL 3950 WILLOWBROOK ROAD LENOIR NC 28645 TRUSTEE 2.00 1250 0 0 DEBORAH ASHLEY SMITH 1415 NC HIGHWAY 268 LENIOR NC 28645 TRUSTEE 2.00 300 0 0 RAHN CHASE 813 BEVERLY CIRCLE NE LENIOR NC 28645 TRUSTEE 2.00 0 0 0 ROBERT O FLOYD JR PO BOX 309 LENIOR NC 28645 TRUSTEE 2.00 0 0 0 LAUREN BROOKS CLARK 1020 CAMBRIDGE CT LENOIR NC 28645 TRUSTEE 2.00 1250 0 0 ELIZABETH SHULL FOX 973 SOMMERSET CT NE LENOIR NC 28645 TRUSTEE 2.00 200 0 0 LD HINES 512 STONECROFT COURT SE LENIOR NC 28645 TRUSTEE 2.00 0 0 0 NONE 0 NONE 0 SCHOLARSHIPS- SEE ATTACHED SCHEDULE OF RECIPIENTS 240000 CHARITABLE CONTRIBUTIONS- SEE ATTACHED SCHEDULE OF RECIPIENTS 152847 0 7424848 650525 0 8075373 0 0 8075373 121131 7954242 397712 397712 4373 4373 393339 0 393339 0 393339 407249 0 407249 393339 401925 0 0 407249 401925 0 0 5324 0 0 0 0 0 0 0 0 388015 0 0 0 X KELLY MELTON 4517 PINEFROST PLACE LENOIR NC 28645 8284931420 THE COFFEY FOUNDATION SCHOLARSHIP FORM, SCHOOL IDENTIFCATION, COMPLETE TRANSCRIPT OF APPLICANT'S HIGH SCHOOL COURSES AND GRADES, RESULTS OF SUPPLEMENTAL TEST, ORGINAL WRITTEN PAPER STATING WHY A PARTICULAR COURSE OF STUDY AND FUTURE WORK WAS CHOSEN. APRIL 15 THE AWARDS ARE INTENDED TO ASSIST QUALIFIED STUDENTS WHO ARE RESIDENTS OF CALDWELL COUNTY, NC. THE AWARDS WILL BE MADE ONLY FOR ATTENDANCE AT AN ACCREDITED COLLEGE OR UNIVERSITY OF THE APPLICANT'S CHOICE PROVIDED IT IS A MEMBER OF THE SOUTHERN ASSOCIATION OF COLLEGES AND SECONDARY SCHOOLS OR THE EQUIVALENT. THE PURPOSE OF THIS REQUIREMENT IS TO SELECT STUDENTS WHO WISH TO ATTEND, AND ARE CAPABLE OF ATTENDING, BONA FIDE ACCREDITED COLLEGES AND UNIVERSITIES. THE COFFEY FOUNDATION AWARDS ARE SCHOLARSHIPS AND LOANS TO PAY FOR DIRECTLY RELATED EDUCATIONAL EXPENSES OF ATTENDING SUCH COLLEGES AND UNIVERSITIES. IT IS THE INTENTION OF THE FOUNDATION THAT THESE AWARDS WILL BE MADE IN AN AMOUNT TO PAY TUITION AND OTHER DIRECT EDUCATIONAL EXPENSES NECESSARY FOR A STUDENT TO COMPLETE HIS FOUR YEARS OF COLLEGE EDUCATION. HOWEVER, EACH AWARD IS SUBJECT TO AN ANNUAL REVIEW BY THE SELECTION COMMITTEE. APPALACHIAN - JAMES OWEN INGRAM 5344 LAKEWOOD DR LENOIR NC 28645 N/A N/A COLLEGE SCHOLARSHIPS 8000 APPALACHIAN - ALYSSA DANIELLE MCMASTERS 2594 PISGAH CHURCH RD LENOIR NC 28645 N/A N/A COLLEGE SCHOLARSHIPS 8000 APPALACHIAN - BRODY MICHAEL MILLER 4090 NAVAJO WAY LENOIR NC 28645 N/A N/A COLLEGE SCHOLARSHIPS 4000 APPALACHIAN - MARY CATHERINE FORD 2971 MORGANTON BLVD SW LENOIR NC 28645 N/A N/A COLLEGE SCHOLARSHIPS 8000 APPALACHIAN - PAUL JACOB NORWOOD 1012 WOODBINE PL NE LENOIR NC 28645 N/A N/A COLLEGE SCHOLARSHIPS 8000 APPALACHIAN - EMMA ELIZABETH INGRAM 5344 LAKEWOOD DR GRANITE FALLS NC 28630 N/A N/A COLLEGE SCHOLARSHIPS 8000 APPALACHIAN - NICHOLAS RICHARD PILATO 16 TIMOTHY LANE GRANITE FALLS NC 28630 N/A N/A COLLEGE SCHOLARSHIPS 4000 BALDWIN WALLACE UNIV - LILLIA JEWEL CHAPMAN 5804 ELLENWOOD RD GRANITE FALLS NC 28630 N/A N/A COLLEGE SCHOLARSHIPS 8000 BRYN MAWR COLLEGE - AUTUMN ELIZABETH SOOTS 1743 STILL MEADOW LANE LENOIR NC 28645 N/A N/A COLLEGE SCHOLARSHIPS 2000 EAST CAROLINA UNIC - FAITH ELIZABETH MCINTYRE 4537 OAK HILL SCHOOL RD LENOIR NC 28645 N/A N/A COLLEGE SCHOLARSHIPS 4000 EMBRY RIDDLE - KATHERINE ELIZABETH CLARK 101 FOOTHILLS DR LENOIR NC 28645 N/A N/A COLLEGE SCHOLARSHIPS 8000 GARDNER-WEBB - CALEB LEE COOK 3386 HARVARD PL HUDSON NC 28638 N/A N/A COLLEGE SCHOLARSHIPS 4000 GARDNER-WEBB UNIV - ZOIE CATHERINE MILLER 1395 CEDAR VALLEY CHURCH RD LENOIR NC 28645 N/A N/A COLLEGE SCHOLARSHIPS 8000 LEE UNIVERSITY - NOLAN MICHAEL WALLACE 8224 MANCHESTER ST SW LENOIR NC 28645 N/A N/A COLLEGE SCHOLARSHIPS 4000 LENOIR RHYNE UNIV - ANDREA DENISE GODFREY 3157 BEE MOUNTAIN RD LENOIR NC 28645 N/A N/A COLLEGE SCHOLARSHIPS 8000 NC STATE - ZARINA SANTOS VILLACORTE 5365 BEACON RIDGE DRIVE LENOIR NC 28645 N/A N/A COLLEGE SCHOLARSHIPS 4000 NC STATE - MASON CARTER LEWIS 6238 MOUNTAINSIDE DR HICKORY NC 28601 N/A N/A COLLEGE SCHOLARSHIPS 4000 NC STATE - ABIGAIL SUSAN KIDDER 501 PENNWOOD ST NE LENOIR NC 28645 N/A N/A COLLEGE SCHOLARSHIPS 4000 QUEENS UNIV - KYLEE TORRENCE GREENE 305 BEALL ST NW LENOIR NC 28645 N/A N/A COLLEGE SCHOLARSHIPS 2000 UNC ASHEVILLE - CHANDLER GRAY DIXON 5430 PEMBROOKE DR GRANITE FALLS NC 28630 N/A N/A COLLEGE SCHOLARSHIPS 8000 UNC CHAPEL HILL - ABIGAIL SOPHIA FLERI 223 TAYLOR CR GRANITE FALLS NC 28630 N/A N/A COLLEGE SCHOLARSHIPS 6000 UNC CHAPEL HILL - SIMON TIMOTHY HAWKINS 1206 QUEEN ANNE CT LENOIR NC 28645 N/A N/A COLLEGE SCHOLARSHIPS 4000 UNC CHAPEL HILL - HAYLEA ALEXIS LEDBETTER 4083 BURL ST HUDSON NC 28638 N/A N/A COLLEGE SCHOLARSHIPS 8000 UNC CHAPEL HILL - KENLEY MAUREN YOUNT 414 PENWOOD ST LENOIR NC 28645 N/A N/A COLLEGE SCHOLARSHIPS 6000 UNC CHAPEL HILL - QUINTEN WALKER CURTIS 147 WINWOOD CIRCLE GRANITE FALLS NC 28630 N/A N/A COLLEGE SCHOLARSHIPS 8000 UNC CHAPEL HILL - RACHEL KRIPNER 1844 CONNELLY SPRINGS RD LENOIR NC 28645 N/A N/A COLLEGE SCHOLARSHIPS 8000 UNC CHAPEL HILL - ADDYSON PAIGE THOMAS 412 NORWOOD ST SW LENOIR NC 28645 N/A N/A COLLEGE SCHOLARSHIPS 8000 UNC CHAPEL HILL - KATHRYN DIANE WHISNANT 723 SEVERT CIRCLE LENOIR NC 28645 N/A N/A COLLEGE SCHOLARSHIPS 8000 UNC CHAPEL HILL - CHARLOTTE MARIE GARDNER 1471 HWY 268 LENOIR NC 28645 N/A N/A COLLEGE SCHOLARSHIPS 8000 UNC CHAPEL HILL - HAYLEY VICTORIA HARTLEY 3528 HUNTERS PATH DR GRANITE FALLS NC 28630 N/A N/A COLLEGE SCHOLARSHIPS 8000 UNC CHAPEL HILL - MAX HUSS MACCHIA 141 DEER RIDGE DR HUDSON NC 28638 N/A N/A COLLEGE SCHOLARSHIPS 8000 UNC CHARLOTTE - JORDAN DALTON BOWMAN 3290 CAPITAL CT LENOIR NC 28645 N/A N/A COLLEGE SCHOLARSHIPS 8000 UNC CHARLOTTE - JUSTIN RILEY SMITH 1781 BUSHWOOD CT LENOIR NC 28645 N/A N/A COLLEGE SCHOLARSHIPS 8000 UNC WILMINGTON - ELISE ARIEL MITCHELL 5042 TAYLOR FARM RD LENOIR NC 28645 N/A N/A COLLEGE SCHOLARSHIPS 4000 UNC WILMINGTON - MOLLIE GRACE CHURCH 5296 MOORE ACRES DR GRANITE FALLS NC 28630 N/A N/A COLLEGE SCHOLARSHIPS 6000 WAKE FOREST UNIV - SAVANNAH MACKENZIE LONGO 9041 ARNEY ESTATE CONNELLY SPRINGS NC 28612 N/A N/A COLLEGE SCHOLARSHIPS 8000 WESTERN CAROLINA UNIC - JACQUELYN ZELAYA 3 CIRCLE ST APT 4 GRANITE FALLS NC 28630 N/A N/A COLLEGE SCHOLARSHIPS 4000 WESTERN CAROLINA UNIV - FRANKLIN LEE HAAS 917 PENNELL ST LENOIR NC 28645 N/A N/A COLLEGE SCHOLARSHIPS 6000 INDIVIDUAL GRANT - TORI FAITH DAVIS 2868 COLLETTSVILLE RD LENOIR NC 28645 N/A N/A COLLEGE SCHOLARSHIPS 1000 INDIVIDUAL GRANT - MADISON ANNE MARTIN 2059 MULBERRY CREEK RD LENOIR NC 28645 N/A N/A COLLEGE SCHOLARSHIPS 1000 INDIVIDUAL GRANT - ANSLIE ELIZABETH NORRIS 1004 BRAMBLEOOD CT NE LENOIR NC 28645 N/A N/A COLLEGE SCHOLARSHIPS 1000 INDIVIDUAL GRANT - EMILY GRACE FISHER 5392 GUNPOWDER DR HICKORY NC 28601 N/A N/A COLLEGE SCHOLARSHIPS 1000 INDIVIDUAL GRANT - GEORGIE MAE REICHLING 5515 LAND HARBOUR DR GRANITE FALLS NC 28630 N/A N/A COLLEGE SCHOLARSHIPS 1000 INDIVIDUAL GRANT - ASHLEY TEIXEIRA MOREIRA 502 FINLEY AVE LENOIR NC 28645 N/A N/A COLLEGE SCHOLARSHIPS 1000 INDIVIDUAL GRANT - MIGUEL GARCIA-FRANQUIZ 906 WEST AVE NW LENOIR NC 28645 N/A N/A COLLEGE SCHOLARSHIPS 1000 CALDWELL ARTS COUNCIL PO BOX 1613 LENOIR NC 28645 N/A 501(C)(3) THE CONTRIBUTIONS ARE NOT CONTROLLED BY THE FOUNDATION BUT BY THE RECIPIENTS 6250 CALDWELL COUNTY HABITAT FOR HUMANITY PO BOX 1341 LENOIR NC 28645 N/A 501(C)(3) THE CONTRIBUTIONS ARE NOT CONTROLLED BY THE FOUNDATION BUT BY THE RECIPIENTS 15000 CALDWELL COUNTY YOKEFELLOW PO BOX 2422 LENOIR NC 28645 N/A 501(C)(3) THE CONTRIBUTIONS ARE NOT CONTROLLED BY THE FOUNDATION BUT BY THE RECIPIENTS 28000 CALDWELL FRIENDS PO BOX 2784 LENOIR NC 28645 N/A 501(C)(3) THE CONTRIBUTIONS ARE NOT CONTROLLED BY THE FOUNDATION BUT BY THE RECIPIENTS 2000 CALDWELL HERITAGE MUSEUM 112 VAIDEN ST SW LENOIR NC 28645 N/A 501(C)(3) THE CONTRIBUTIONS ARE NOT CONTROLLED BY THE FOUNDATION BUT BY THE RECIPIENTS 1357 CALDWELL HOUSE INC 951 KENHAM PLACE LENOIR NC 28645 N/A 501(C)(3) THE CONTRIBUTIONS ARE NOT CONTROLLED BY THE FOUNDATION BUT BY THE RECIPIENTS 7000 CALDWELL MEMORIAL HOSPITAL FOUNDATION 639 PENNTON AVE SW LENOIR NC 28645 N/A 501(C)(3) THE CONTRIBUTIONS ARE NOT CONTROLLED BY THE FOUNDATION BUT BY THE RECIPIENTS 100 CALDWELL PEOPLE 1010 FROSTY LANE LENOIR NC 28645 N/A 501(C)(3) THE CONTRIBUTIONS ARE NOT CONTROLLED BY THE FOUNDATION BUT BY THE RECIPIENTS 3000 CALDWELL SENIOR CENTER INC PO BOX 933 LENOIR NC 28645 N/A 501(C)(3) THE CONTRIBUTIONS ARE NOT CONTROLLED BY THE FOUNDATION BUT BY THE RECIPIENTS 3500 COMMUNITIES IN SCHOOLS PO BOX 959 LENOIR NC 28645 N/A 501(C)(3) THE CONTRIBUTIONS ARE NOT CONTROLLED BY THE FOUNDATION BUT BY THE RECIPIENTS 12240 CROSSNORE SCHOOL INC PO BOX 249 CROSSNORE NC 28616 N/A 501(C)(3) THE CONTRIBUTIONS ARE NOT CONTROLLED BY THE FOUNDATION BUT BY THE RECIPIENTS 2500 FOUNDATION OF CALDWELL COMMUNITY COLLEGE PO BOX 600 LENOIR NC 28645 N/A 501(C)(3) THE CONTRIBUTIONS ARE NOT CONTROLLED BY THE FOUNDATION BUT BY THE RECIPIENTS 25000 HELPING HANDS CLINIC 810 HARPER AVE LENOIR NC 28645 N/A 501(C)(3) THE CONTRIBUTIONS ARE NOT CONTROLLED BY THE FOUNDATION BUT BY THE RECIPIENTS 3500 JAMES C HARPER SCHOOL OF PERFORMING ARTS PO BOX 390 LENOIR NC 28645 N/A 501(C)(3) THE CONTRIBUTIONS ARE NOT CONTROLLED BY THE FOUNDATION BUT BY THE RECIPIENTS 7000 LEES-MCRAE COLLEGE SCHOLARSHIP FUND PO BOX 128 BANNER ELK NC 28604 N/A 501(C)(3) THE CONTRIBUTIONS ARE NOT CONTROLLED BY THE FOUNDATION BUT BY THE RECIPIENTS 3000 LENOIR SOUP KITCHEN PO BOX 1054 LENOIR NC 28645 N/A 501(C)(3) THE CONTRIBUTIONS ARE NOT CONTROLLED BY THE FOUNDATION BUT BY THE RECIPIENTS 8500 ROBIN'S NEST PO BOX 646 LENOIR NC 28645 N/A 501(C)(3) THE CONTRIBUTIONS ARE NOT CONTROLLED BY THE FOUNDATION BUT BY THE RECIPIENTS 6600 SHELTER HOME OF CALDWELL COUNTY PO BOX 426 LENOIR NC 28645 N/A 501(C)(3) THE CONTRIBUTIONS ARE NOT CONTROLLED BY THE FOUNDATION BUT BY THE RECIPIENTS 8300 SOUTH CALDWELL CHRISTIAN MINISTRIES PO BOX 359 GRANITE FALLS NC 28630 N/A 501(C)(3) THE CONTRIBUTIONS ARE NOT CONTROLLED BY THE FOUNDATION BUT BY THE RECIPIENTS 10000 399847 0 14 217996 18 187102 MISCELLANEOUS 01 249 0 405347 0 405347 8 PROVIDES INCOME FOR PROGRAM ACTIVITIES 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 11000 11000 0 MERRILL LYNCH FMV 7517723 7806351 NET ASSET ADJUSTMENT 3802 COMMISSIONS AND FEES 58997 58997 0 SCHOLARSHIP DINNER 1939 0 1939 OFFICE EXPENSES 540 0 540 MISCELLANEOUS 1723 0 1723 MISCELLANEOUS 249 249 249 BOOKKEEPING SERVICES 19300 19300 0 OTHER PROFESSIONAL FEES 1428 1428 0