2025-10-31T11:25:44-07:00 2024-12-31 561476824 THOMAS SWANNER & COMPANY PA 133 W 3RD ST WASHINGTON NC 27889 990PF 2024-01-01 562086113 THE THOMAS B AND ROBERTHA K COLEMAN FOUNDATION INC THOM 2526382728 P O BOX 1169 NEW BERN NC 28563 Katherine Haroldson President 2025-10-31 true true Pamela K Swanner P00063761 2529462093 2024 2025-03-06 01:10:19Z X 4289256 X X 2 2 40037 40037 249921 342977 249921 301 301 290261 290261 1050 700 350 1760 904 856 20923 20173 750 23733 21777 1956 156248 156248 179981 21777 158204 110280 268484 11910 3628 3628 3025342 4145203 4145203 419520 31360 31360 110595 1530 109065 109065 109065 3565837 4289256 4289256 0 X 3565837 4289256 3565837 4289256 3565837 4289256 3565837 110280 613139 4289256 4289256 476 GOLDMAN SACHS ACCESS TRE 0-1 Y P 2024-06-24 2024-10-03 47564 47599 -35 -35 124 GOLDMAN SACHS ACCESS TRE 0-1 Y P 2023-03-03 2024-10-03 12391 12363 28 28 674.036 INVESCO DEVELOPING MKTS Y P 2017-05-09 2024-02-26 25701 25000 701 701 3.967 INVESCO DEVELOPING MKTS Y P 2017-12-04 2024-02-26 151 165 -14 -14 3.98 INVESCO DEVELOPING MKTS Y P 2018-12-03 2024-02-26 152 158 -6 -6 3.607 INVESCO DEVELOPING MKTS Y P 2019-12-13 2024-02-26 138 162 -24 -24 12.139 INVESCO DEVELOPING MKTS Y P 2019-12-13 2024-02-26 463 544 -81 -81 1.131 INVESCO DEVELOPING MKTS Y P 2019-12-13 2024-02-26 43 51 -8 -8 1.587 INVESCO DEVELOPING MKTS Y P 2020-12-11 2024-02-26 61 82 -21 -21 35.279 INVESCO DEVELOPING MKTS Y P 2021-12-14 2024-02-26 1345 1644 -299 -299 2.908 INVESCO DEVELOPING MKTS Y P 2021-12-14 2024-02-26 111 135 -24 -24 6.757 INVESCO DEVELOPING MKTS Y P 2022-12-14 2024-02-26 258 242 16 16 6.268 INVESCO DEVELOPING MKTS Y P 2023-12-13 2024-02-26 239 234 5 5 500 NVIDIA CORPORATION P 2017-05-09 2024-11-13 73305 1299 72006 72006 1,300.000 NVIDIA CORPORATION P 2017-05-09 2024-06-24 160513 3378 157135 157135 Capital Gain Dividends 20542 249921 -30 3732 3732 3732 1419 1419 2313 0 false false false false false false false true true NC true false false false false true N/A KATHERINE HAROLDSON 2526376262 P O BOX 1169 NEW BERN NC 28563 false false false false false false false false false false false false false false false false false false false false false false KATHERINE C HAROLDSON P O BOX 1169 NEW BERN NC 28563 PRESIDENT/SECR 2.00 0 THOMAS BROOKS COLEMAN III P O BOX 1169 NEW BERN NC 28563 VICE-PRESIDENT 0.00 0 SARAH B HAROLDSON P O BOX 1169 NEW BERN NC 28563 Director 0.00 0 JOHN O HAROLDSON P O BOX 1169 NEW BERN NC 28563 TREASURER 0.00 0 KATHERINE L HAROLDSON P O BOX 1169 NEW BERN NC 28563 Director 0.00 0 NONE NONE 4022101 0 0 4022101 0 4022101 60332 3961769 198088 198088 3732 3732 194356 194356 194356 158204 158204 194356 156233 158204 156233 0 1971 192385 X EAST CAROLINA UNIVERSITY A J FLETCHER BUILDING GREENVILLE NC 27858 PC EDUCATIONAL ENHANCEMENT THROUGH THE ARTS 2000 COASTAL CAROLINA CHAMBER MUSIC P O BOX 1591 NEW BERN NC 28563 PC EDUCATIONAL ENHANCEMENT THROUGH THE ARTS 1000 CHATHAM HALL 800 CHATHAM HALL CIRCLE CHATHAM VA 24531 PC EDUCATIONAL ASSISTANCE 10000 ST ANDREW'S SCHOOL 350 NOXONTOWN ROAD MIDDLETOWN DE 19709 PC EDUCATIONAL ASSISTANCE 2500 CHRIST EPISCOPAL CHURCH PO BOX 1246 NEW BERN NC 28563 PC RELIGIOUS OPERATING BUDGET ASSISTANCE 20000 TRYON PALACE 610 POLLOCK STREET NEW BERN NC 28562 PC EDUCATIONAL ENHANCEMENT THROUGH THE ARTS 27283 CRAVEN COMMUNITY COLLEGE 600 COLLEGE CT NEW BERN NC 28562 PC EDUCATIONAL ASSISTANCE 2500 RELIGIOUS COMMMUNITY SERVICES P O Box 704 NEW BERN NC 28563 PC ASSIST INDIGENT FAMILIES 3100 FILLING STATION 221 MAIN STREET POLLOCKSVILLE NC 28573 PC Assist Indigent Families 2500 OPUS 118-Harlem School of Music 129 W 67th St New York NY 10023 PC Assist Indigent Families 100 CRAVEN LITERACY COUNCIL 2507-A NEUSE BLVD NEW BERN NC 28562 PC Assist Indigent Families 600 CAMP MERRIE-WOODE 100 MERRIE-WOODE RD SAPPHIRE NC 28744 PC EDUCATIONAL SUPPORT 100 PUBLIC RADIO EAST 800 COLLEGE COURT NEW BERN NC 28562 PC EDUCATIONAL ENHANCEMENT THROUGH MEDIA 250 COLONIAL CAPITAL HUMANE SOCIETY PO BOX 326 NEW BERN NC 28563 PC ASSIST ABANDONED ANIMALS 2000 ATLANTIC DANCE THEATER 213 HANCOCK ST NEW BERN NC 28560 PC EDUCATIONAL ENHANCEMENT THROUGH THE ARTS 500 TRIED BY FIRE P O BOX 12691 NEW BERN NC 28560 PC ASSIST INDIGENT FAMILIES 1000 BOYS GIRLS CLUB COASTAL PLAINS 621 WEST FIRE TOWER RD WINTERVILLE NC 28590 PC ASSIST INDIGENT FAMILIES 2500 LIVING WATERS FRESH PRODUCE INC PO BOX 1169 NEW BERN NC 28563 COMMON MANAGEMENT PC ASSIST INDIGENT FAMILIES 15 CRAVEN CO HEALTH DEPT HOSPICE PO DRAWER 12610 NEW BERN NC 28561 GOV ASSIST INDIGENT FAMILIES 250 NC COASTAL FEDERATION 3609 NC 24 NEWPORT NC 28570 PC ENVIRONMENTAL CONSERVATION 1000 THE NORTH CAROLINA AQUARIUM SOCIETY 3125 POPLARWOOD CT STE 160 RALEIGH NC 27604 PC ENVIRONMENTAL AWARENESS 2500 BRADHAM'S LEGACY PO BOX 1527 NEW BERN NC 28563 TREASURER IS A DIRECTOR POF HISTORIC PRESERVATION 70000 MERCI CLINIC 1315 TATUM DRIVE NEW BERN NC 28560 PC ASSIST INDIGENT FAMILIES 100 WESTERN CAROLINA COMMUNITY FOUNDATI 4 VANDERBILT PARK DRIVE STE 300 ASHEVILLE NC 28803 PC ASSIST INDIGENT FAMILIES 3000 CENTRAL CITY OPERA 4875 WARD ROAD STE 100 WHEAT RIDGE CO 80033 PC EDUCATIONAL ENHANCEMENT THROUGH THE ARTS 500 YMCA OF THE TRIANGLE 801 CORPORATE CENTER DR STE 200 RALEIGH NC 27607 PC EDUCATIONAL ASSISTANCE 100 VOICES TOGETHER 100 EUROPA DRR STE 571 CHAPEL HILL NC 27517 PC HEALTH RESEARCH 500 HOPEWAY MENTAL HEALTH 1717 SHARON ROAD WEST CHARLOTTE NC 28210 PC HEALTH RESEARCH 250 KELLY BRUSH FOUNDATION THREE MAIN ST STE 100 BURLINGTON VT 05401 PC SPINAL CORD INJURY EDUCATION 100 156248 14 2 14 40037 18 301 18 249921 290261 290261 false false false false false false false false false false ACCOUNTING 1050 700 0 350 AMGEN INC 58644 58644 BOEING COMPANY 53100 53100 DEERE & CO 105925 105925 JOHNSON & JOHNSON COM 14462 14462 MCDONALDS CORP 72473 72473 PROCTER & GAMBLE CO 67060 67060 THERMO FISHER SCIENTIFIC INC 104046 104046 BIOGEN IDEC 30584 30584 VISA INC COM 126416 126416 XYLEM INC COM 58010 58010 BLACKSTONE INC 293114 293114 MASTERCARD INC 65821 65821 EVENTIDE HEALTHCARE/LIFE SCI 72591 72591 AMAZON COM INC 109695 109695 NVIDIA CORPORATION 631163 631163 INVESCO OPPENHEIMER INTL SMLL-MID 37270 37270 UNIVERSAL DISPLAY CORP 21930 21930 ELI LILLY & CO 77200 77200 NORTHROP GRUMMAN CP 46929 46929 ACCENTURE PLC 105537 105537 BERKSHIRE HATHAWAY CL B 113320 113320 CHEVRON CORP 50694 50694 MICROSOFT CORP 210750 210750 SALESFORCE.COM INC 66866 66866 SNOWFLAKE INC 11581 11581 EXXON MOBIL CORP 32271 32271 BARON DISCOVERY INSTL 640121 640121 GOLDMANSACHS GQG INTL OPP 180424 180424 EV-EMERGING MKTS DBT OPP 131922 131922 GQG PARTNERS EMERG MKTS 103933 103933 GOLDMANSACHS ACCESS TRE 0-1 15088 15088 EV ATLANTA CAP SMID CAP 320987 320987 ASML HOLDING NV 17327 17327 BROADCOM INC 34776 34776 FT NASDAQ CYBERSECUR ETF 31725 31725 GLOBAL X CYBERSECURITY ETF 31448 31448 ENTERPRISE PROD PRTNRS LP FMV 31360 31360 Furniture and Fixtures 1530 1530 Land 109065 109065 109065 INSURANCE 300 300 INVESTMENT MANAGEMENT FEES 20173 20173 LAWN MAINTENANCE 450 450 Other Investment Income 301 301 301 FOREIGN TAXES 904 904 PROPERTY TAXES 856 856