2025-02-25T08:05:38-06:00 2024-11-30 561761202 MARTIN STARNES & ASSOCIATES CPAS PA 730 13TH AVENUE DR SE HICKORY NC 286025196 990PF 2023-12-01 566047501 THE COFFEY FOUNDATION INC COFF 8287549479 PO BOX 1161 LENOIR NC 28645 T RAHN CHASE CHAIRMAN 8287549479 2025-02-12 1 1 STACEE L RASH CPA P01384038 8283272727 2025-02-12 2023 2025-03-06 01:10:19Z X 9265947 X X 316353 316353 385084 3113984 385084 701437 701437 11850 0 11850 12855 12855 0 13691 13691 0 64419 62378 2041 102815 88924 13891 392200 392200 495015 88924 406091 206422 612513 300714 571617 571617 4745 4145 4745 4745 7517723 7448678 8689585 7822582 8025040 9265947 0 0 X 7822582 8025040 7822582 8025040 7822582 8025040 7822582 206422 0 8029004 3964 8025040 PUBLICALLY TRADED SECURITIES 1062718 982953 79765 79765 PUBLICALLY TRADED SECURITIES 2051266 1745947 305319 305319 385084 8514 0 8514 0 8514 4400 0 0 0 4400 0 4114 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 1450 0 0 HARRIET HINES 512 STONECROFT COURT SE LENOIR NC 28645 TRUSTEE 2.00 1200 0 0 JENNIE GOODMAN DEAL 3950 WILLOWBROOK ROAD LENOIR NC 28645 TRUSTEE 2.00 2450 0 0 DEBORAH ASHLEY SMITH 1415 NC HIGHWAY 268 LENIOR NC 28645 TRUSTEE 2.00 1700 0 0 RAHN CHASE 813 BEVERLY CIRCLE NE LENIOR NC 28645 TRUSTEE 2.00 1200 0 0 ROBERT O FLOYD JR PO BOX 309 LENIOR NC 28645 TRUSTEE 2.00 1200 0 0 LAUREN BROOKS CLARK 1020 CAMBRIDGE CT LENOIR NC 28645 TRUSTEE 2.00 1200 0 0 ELIZABETH SHULL FOX 973 SOMMERSET CT NE LENOIR NC 28645 TRUSTEE 2.00 1450 0 0 NONE 0 NONE 0 SCHOLARSHIPS- SEE ATTACHED SCHEDULE OF RECIPIENTS 232000 CHARITABLE CONTRIBUTIONS- SEE ATTACHED SCHEDULE OF RECIPIENTS 144200 0 7989920 959677 0 8949597 0 0 8949597 134244 8815353 440768 440768 8514 8514 432254 0 432254 0 432254 406091 0 406091 432254 388015 0 0 406091 388015 0 0 18076 0 0 0 0 0 0 0 0 414178 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 STATE UNIVERSITY - NICHOLAS RICHARD PILATO 16 TIMOTHY LANE GRANITE FALLS NC 28630 N/A N/A COLLEGE SCHOLARSHIPS 4000 BRYN MAWR COLLEGE - AUTUMN ELIZABETH SOOTS 1743 STILL MEADOW LANE LENOIR NC 28645 N/A N/A COLLEGE SCHOLARSHIPS 2000 BALDWIN WALLACE UNIVERSITY - LILLIA JEWEL CHAPMAN 5804 ELLENWOOD RD GRANITE FALLS NC 28630 N/A N/A COLLEGE SCHOLARSHIPS 8000 WESTERN CAROLINA UNIVERSITY - FRANKLIN LEE HAAS 917 PENNELL ST LENOIR NC 28645 N/A N/A COLLEGE SCHOLARSHIPS 3000 UNC CHAPEL HILL - SIMON TIMOTHY HAWKINS 1206 QUEEN ANNE CT LENOIR NC 28645 N/A N/A COLLEGE SCHOLARSHIPS 4000 NC STATE UNIVERSITY - ZARINA SANTOS VILLACORTE 5365 BEACON RIDGE DRIVE GRANITE FALLS NC 28630 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 2000 EMBRY RIDDLE AERONAUTICAL UNIVERSITY - KATHERINE ELIZABETH CLARK 101 FOOTHILLS DR LENOIR NC 28645 N/A N/A COLLEGE SCHOLARSHIPS 8000 UNC CHAPEL HILL - QUINTEN WALKER CURTIS 147 WINWOOD CIRCLE GRANITE FALLS NC 28630 N/A N/A COLLEGE SCHOLARSHIPS 8000 APPALACHIAN STATE UNIVERSITY - MARY CATHERINE FORD 2971 MORGANTON BLVD SW LENOIR NC 28645 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 NC STATE UNIVERSITY - MASON CARTER LEWIS 6238 MOUNTAINSIDE DR HICKORY NC 28601 N/A N/A COLLEGE SCHOLARSHIPS 2000 APPALACHIAN STATE UNIVERSITY - PAUL JACOB NORWOOD 1012 WOODBINE PL NE 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 WESTERN CAROLINA UNIVERSITY - JACQUELYN ZELAYA 3 CIRCLE ST APT 4 GRANITE FALLS NC 28630 N/A N/A COLLEGE SCHOLARSHIPS 4000 UNC ASHEVILLE - CHANDLER GRAY DIXON 5430 PEMBROOKE DR GRANITE FALLS NC 28630 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 LENOIR RHYNE UNIVERSITY - ANDREA DENISE GODFREY 3157 BEE MOUNTAIN RD LENOIR NC 28645 N/A N/A COLLEGE SCHOLARSHIPS 8000 QUEENS UNIVERSITY OF CHARLOTTE - KYLEE TORRENCE GREENE 305 BEALL ST NW LENOIR NC 28645 N/A N/A COLLEGE SCHOLARSHIPS 2000 UNC CHAPEL HILL - HAYLEY VICTORIA HARTLEY 3528 HUNTERS PATH DR GRANITE FALLS NC 28630 N/A N/A COLLEGE SCHOLARSHIPS 8000 APPALACHIAN STATE UNIVERSITY - EMMA ELIZABETH INGRAM 5344 LAKEWOOD DR GRANITE FALLS NC 28630 N/A N/A COLLEGE SCHOLARSHIPS 8000 NC STATE UNIVERSITY - ABIGAIL SUSAN KIDDER 501 PENNWOOD ST NE LENOIR NC 28645 N/A N/A COLLEGE SCHOLARSHIPS 4000 EAST CAROLINA UNIVERSITY - FAITH ELIZABETH MCINTYRE 4537 OAK HILL SCHOOL RD LENOIR NC 28645 N/A N/A COLLEGE SCHOLARSHIPS 4000 UNC CHAPEL HILL - MAX HUSS MACCHIA 141 DEER RIDGE DR HUDSON NC 28638 N/A N/A COLLEGE SCHOLARSHIPS 8000 GARDNER-WEBB UNIVERSITY - 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 NC STATE UNIVERSITY - LANEY CARPENTER 90 FRESHFIELD DRIVE HUDSON NC 28638 N/A N/A COLLEGE SCHOLARSHIPS 8000 NC STATE UNIVERSITY - THOMAS HOWARD 30 COTTAGE COURT GRANITE FALLS NC 28630 N/A N/A COLLEGE SCHOLARSHIPS 8000 GARDNER-WEBB UNIVERSITY - AYDEN BOLLINGER 3259 CAPITAL COURT LENOIR NC 28645 N/A N/A COLLEGE SCHOLARSHIPS 8000 APPALACHIAN STATE UNIVERSITY - ELLA GWEN ARROWOOD 25 HILLSIDE AVENUE GRANITE FALLS NC 28630 N/A N/A COLLEGE SCHOLARSHIPS 8000 APPALACHIAN STATE UNIVERSITY - JAXON MULLIS 19 GREENWAY DRIVE GRANITE FALLS NC 28630 N/A N/A COLLEGE SCHOLARSHIPS 8000 UNC CHAPEL HILL - JAYDEN LANFORD 5312 MOORE ACRES DR GRANITE FALLS NC 28630 N/A N/A COLLEGE SCHOLARSHIPS 8000 NC STATE UNIVERSITY - ABIGAIL CAMPBELL 5587 SERENE PLACE GRANITE FALLS NC 28630 N/A N/A COLLEGE SCHOLARSHIPS 8000 NC STATE UNIVERSITY - ERIN SHOWS 17 FOREST AVENUE GRANITE FALLS NC 28630 N/A N/A COLLEGE SCHOLARSHIPS 5000 UNC CHAPEL HILL - KENDYL THOMAS 4881 OVERLAND ROAD LENOIR NC 28645 N/A N/A COLLEGE SCHOLARSHIPS 4000 NC STATE UNIVERSITY - GARRETT GOUDAS 1013 CHARLESMONT CT LENOIR NC 28645 N/A N/A COLLEGE SCHOLARSHIPS 8000 INDIVIDUAL GRANT - BENJAMIN WAECHTER 675 PENNTON AVENUE LENOIR NC 28645 N/A N/A COLLEGE SCHOLARSHIPS 1000 INDIVIDUAL GRANT - MADELYN REID 3238 AULD FARM DRIVE LENOIR NC 28645 N/A N/A COLLEGE SCHOLARSHIPS 1000 INDIVIDUAL GRANT - AMMON BLANTON 413 CRESTMERE ST NE LENOIR NC 28645 N/A N/A COLLEGE SCHOLARSHIPS 1000 INDIVIDUAL GRANT - TRYSTEN EVANS 1058 PRESTWOOD DRIVE LENOIR NC 28645 N/A N/A COLLEGE SCHOLARSHIPS 1000 INDIVIDUAL GRANT - SARAH SUMMERS 5513 SHERIFFS ROAD LENOIR NC 28645 N/A N/A COLLEGE SCHOLARSHIPS 1000 INDIVIDUAL GRANT - AMAURIS PENA 987 CYPRESS COURT LENOIR NC 28645 N/A N/A COLLEGE SCHOLARSHIPS 1000 INDIVIDUAL GRANT - MADELYN WRIGHT 416 WOODRIDGE DRIVE 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 13000 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 13500 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 15000 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 3000 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 5500 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 10000 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 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 10000 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 6000 LEES-MCRAE COLLEGE 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 7000 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 10000 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 THE MITFORD MUSEUM 145 CEDAR VALLEY ROAD HUDSON NC 28638 N/A 501(C)(3) THE CONTRIBUTIONS ARE NOT CONTROLLED BY THE FOUNDATION BUT BY THE RECIPIENTS 1000 LENOIR ROTARY CLUB PO BOX 1834 LENOIR NC 28645 N/A 501(C)(3) THE CONTRIBUTIONS ARE NOT CONTROLLED BY THE FOUNDATION BUT BY THE RECIPIENTS 100 THE EDUCATION FOUNDATION OF CALDWELL COUNTY 1914 HICKORY BLVD SW LENOIR NC 28645 N/A 501(C)(3) THE CONTRIBUTIONS ARE NOT CONTROLLED BY THE FOUNDATION BUT BY THE RECIPIENTS 100 392200 0 14 316353 18 385084 0 701437 0 701437 8 PROVIDES INCOME FOR PROGRAM ACTIVITIES 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 12855 12855 0 MERRILL LYNCH FMV 7448678 8689585 NET ASSET ADJUSTMENT 3964 COMMISSIONS AND FEES 62378 62378 0 SCHOLARSHIP DINNER 1768 0 1768 OFFICE EXPENSES 273 0 273 BOOKKEEPING SERVICES 12350 12350 0 OTHER PROFESSIONAL FEES 455 455 0 INSURANCE EXPENSE 886 886 0