2025-11-17T15:25:54+00:00 2024-12-31 440160260 Forvis Mazars LLP 2501 Blue Ridge Road Suite 500 Raleigh NC 27607 990PF 2024-01-01 562002871 Southern Bank Foundation SOUT 9196587000 PO Box 729 Mount Olive NC 283650729 David L Sauls Treasurer 9196587000 2025-11-17 true Cameron Gombatz P01942329 9198764546 2025-11-15 2024 2025-03-06 01:10:19Z X 19199784 X 949644 949644 531192 2250000 531192 0 0 0 159 0 0 1480995 1480836 0 720 0 0 0 0 0 0 0 50 0 0 0 17452 25000 0 0 0 0 0 0 33 0 0 0 43255 0 0 0 1161294 1161294 1204549 0 0 1161294 276446 1480836 0 39481 65517 65517 505493 9847 505493 505493 0 0 0 0 0 0 0 0 0 0 0 0 0 0 8232523 8600704 8853840 0 0 0 0 0 0 7568793 7125377 9774934 0 0 0 0 0 0 0 15850644 16297091 19199784 0 0 275000 445000 0 0 275000 445000 4631717 4631717 10943927 11220374 15575644 15852091 15850644 16297091 15575644 276446 0 15852090 0 15852090 Vanguard P 2024-12-31 1650000 1187836 462164 0 462164 Merchants Bancorp P 2024-04-01 100000 100000 0 0 0 BSB Capital Trust P 2024-12-31 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Olive NC 283650729 Assistant Treasurer 0 0 0 Samuel A Clark PO Box 729 Mt Olive NC 283650729 Assistant Treasurer 0 0 0 0 0 18493467 62941 505493 19061901 0 19061901 285929 18775972 938799 938799 20584 20584 918215 918215 918215 1161294 0 0 1161294 918215 15212 2020 0 0 0 0 0 0 0 1161294 15212 0 0 918215 227867 0 227867 0 0 0 0 0 0 227867 0 0 0 0 227867 Hope M Fields PO Box 729 Mount Olive NC 28365 9196587000 Southern Bank Foundation Request for Grant None None ALL THE KING'S CHILDREN FOUNDATION 204 NE CENTER ST MOUNT OLIVE NC 28365 PC Public Benefit 1000 HOPE HOUSE FOUNDATION INC 801 BOUSH ST 302 NORFOLK VA 23510 PC Public Benefit 7000 UNITY ORGANIZATION INC 237 FRANKLIN ST MOUNT OLIVE NC 28365 PC Public Benefit 1000 VIRGINIA MUSEUM OF CONTEMPORARY ARTS 2200 Parks Ave VIRGINIA BEACH VA 23451 PC Public Benefit 15000 WAYNE COUNTY 4 H 3114 WAYNE MEMORIAL DRIVE GOLDSBORO NC 27534 PC Public Benefit 2500 NORTH CAROLINA PICKLE FESTIVAL 123 N Center St MOUNT OLIVE NC 28365 PC Public Benefit 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Benefit 5000 NC LIONS VIP FISHING TOURNAMENT 7050 CAMP DOGWOOD DRIVE SHERRILS FORD NC 28673 PC Public Benefit 5000 TAR RIVER CHORAL CHESTRAL SOC PO BOX 8255 ROCKY MOUNT NC 27804 PC Public Benefit 5000 BUSINESS CONSORTIUM FOR ARTS SUPPORT 101 WEST MAIN STREET STE 4500 NORFOLK VA 23510 PC Public Benefit 7000 CAHEC FOUNDATION 7700 FALLS OF NEUSE RD 200 RALEIGH NC 27615 PC Public Benefit 3000 CAROLINAS GATEWAY PARTNERSHIP 427 FALLS ROAD ROCKY MOUNT NC 278044808 PC Public Benefit 20000 OUTER BANKS HOSPTIAL DEVELOPMENT COUNCIL 4800 S CROATAN HIGHWAY NAGS HEAD NC 27959 PC Public Benefit 50000 THE SOUTHEASTERN PARTNERSHIP II INC 707 WEST BROAD ST PO BOX 2556 ELIZABETHTOWN NC 28337 PC Public Benefit 5000 NC STOP HUMAN TRAFFICKING INC PO BOX 959 FARMVILLE NC 27828 PC Public Benefit 2500 CHESAPEAKE GENERAL HEALTHCARE FOUNDATION 113 GAINSBOROUGH SQUARE SUITE 203 CHESAPEAKE VA 23320 PC Public Benefit 20000 COMMUNITY CARE CLINIC OF DARE 425 HEALTH CENTER DRIVE NAGS HEAD NC 27959 PC Public Benefit 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CAROLINA SYMPHONY SOCIETY INC 3700 GLENWOOD AVE STE 130 RALEIGH NC 27612 PC Public Benefit 7500 FRANKIE LEMMON FOUNDATION INC 3101 POPLARWOOD CT 100 RALEIGH NC 27604 PC Public Benefit 10000 HOPE PREPARATORY SCHOOL 13806 FL-33 GROVELAND FL 34736 PC Public Benefit 10000 WILMINGTON AREA REBUILDING MINISTRY INC 909 Market St Wilmington NC 28401 PC Public Benefit 25000 UNIVERSITY OF MOUNT OLIVE (003689) 634 HENDERSON ST MOUNT OLIVE NC 28365 PC Public Benefit 107500 CAPE HENRY COLLEGIATE 1320 Mill Dam Rd Virginia Beach VA 23454 PC Public Benefit 10000 3HC HOME HEALTH & HOSPICE CARE INC 2402 Wayne Memorial Drive GOLDSBORO NC 27534 PC Public Benefit 1000 AAPI OF HAMPTON ROADS 1435 Crossways Blvd Chesapeake VA 23320 PC Public Benefit 21500 DUPLIN COUNTY EDUCATION FOUNDATION 315 N Main St PO Box 128 Kenansville NC 28349 PC Public Benefit 1000 ELIZABETH CITY STATE UNIVERSITY FOUNDATION 1704 Weeksville Road Elizabeth City NC 27909 PC Public Benefit 5000 HABITAT FOR HUMANITY OF SOUTH HAMPTON ROADS 900 Tidewater Drive Norfolk VA 23504 PC Public Benefit 10000 NORTH CAROLINA WESLYAN UNIVERSITY 3400 N Wesleyan Blvd Rocky Mount NC 27804 PC Public Benefit 25000 ROANOKE CHOWAN COMMUNITY HEALTH CENTER INC 305 Beachwood Blvd Murfreesboro NC 27855 PC Public Benefit 25000 SYLVAN HEIGHTS WATERFOWL PARK AND ECO CENTER INC PO Box 368 Scotland Neck NC 27874 PC Public Benefit 25000 CHILDREN & YOUTH PARTNERSHIP FOR DARE CO 534 Ananias Dare St Manteo NC 27954 PC Public Benefit 2500 HABITAT FOR HUMANITY OF GOLDSBORO-WAYNE 2719 Graves Dr Suite 3 Goldsboro NC 27534 PC Public Benefit 10000 STAGESTRUCK 121 W Chestnut St Goldsboro NC 27530 PC Public Benefit 2500 WAYNE COUNTY DEVELOPMENT ALLIANCE INC 719 E Ash St Goldsboro NC 27532 PC Public Benefit 12000 BAPTIST CHILDRENS HOMES OF NC PO Box 338 Thomasville NC 27361 PC Public Benefit 5000 COVENANT HOMES INC 135 Covenant Ct Rocky Mount NC 27804 PC Public Benefit 10000 NASH HEALTH CARE FOUNDATION 2460 Curtis Ellis Dr Rocky Mount NC 27804 PC Public Benefit 10000 RW TOWNE FOUNDATION 1435 Crossways Blvd Chesapeake VA 23320 PC Public Benefit 20000 THE COMMUNITY ARTS COUNCIL OF GOLDSBORO NC INC 139 W Walnut St Goldsboro NC 27530 PC Public Benefit 25000 TOWN OF AYDEN 4144 West Avenue Ayden NC 28513 PC Public Benefit 5000 GO GLOBAL NC COUNCIL INC PO Box 2162 Wake Forest NC 27588 PC Public Benefit 10000 NORTH CAROLINA BLACK BEAR FESTIVAL INC PO Box 706 Plymouth NC 27962 PC Public Benefit 3000 THE COMMUNITY FOUNDATION OF NC EAST INC PO Box 3985 Greenville NC 27869 PC Public Benefit 2000 WARRIOR CLUB PTO 1501 Haw Branch Road Chocowinity NC 27817 PC Public Benefit 5000 BERTIE EDUCATIONAL FOUNDATION 148 Avoca Farm Rd Merry Hill NC 27957 PC Public Benefit 25000 BOY SCOUTS OF AMERICA-OCCONEECHEE COUNCIL 3231 Atlantic Ave Raleigh NC 27604 PC Public Benefit 13874 PUNGO CHRISTIAN ACADEMY INC 983 W Main St Belhaven NC 27810 PC Public Benefit 6720 WAYNE CO LIVESTOCK DEV ASSOC FOUND PO Box 1100 Goldsboro NC 27533 PC Public Benefit 10000 YMCA OF SOUTH HAMPTON ROADS 920 Corporate Ln Chesapeake VA 23320 PC Public Benefit 2500 BARTON COLLEGE (006943) 400 Atlantic Christian College Dr N E Wilson NC 27893 PC Public Benefit 50000 FOODBANK OF SOUTHEASTERN VIRGINIA 800 Tidewater Dr Norfolk VA 23504 PC Public Benefit 5000 GIRL SCOUTS NORTH CAROLINA COASTAL PINES INC 6901 Pinecrest Road Raleigh NC 27613 PC Public Benefit 25000 GREENVILLE MUSEUM OF ART INC 802 Evans St Greenville NC 27834 PC Public Benefit 2500 NC CENTER FOR POULTRY EDUCATION 1208 High Level Rd Pinetops NC 27864 PC Public Benefit 10000 BOYS & GIRLS CLUBS OF WAYNE COUNTY 1401 Royall Ave Goldsboro NC 27530 PC Public Benefit 10000 BEAUFORT COUNTY ARTS COUNCIL 150 W Main St Washington NC 27889 PC Public Benefit 2500 CHOANOKE AREA DEVELOPMENT ASSOCIATI 120 Sessoms Dr Rich Square NC 27869 PC Public Benefit 10000 COOPERS RURITAN FOUNDATION INC 6084 NC-58 Elm City NC 27822 PC Public Benefit 5000 BOY SCOUTS OF AMERICA - TIDEWATER COUNCIL 1032 Heatherwood Dr Virginia Beach VA 23455 PC Public Benefit 10000 NORTH CAROLINA BANKERS ASSOCIATION FOUNDATION 3601 Haworth Dr Raleigh NC 27609 PC Public Benefit 9400 BREAKTHROUGH T1D 200 Vesey Street 28th floor New York NY 10281 PC Public Benefit 4500 TYRELL-WASHINGTON PARTNERSHIP FOR C 125-B W Water Street Plymouth NC 27692 PC Public Benefit 1000 WAYNE COUNTY PUBLIC LIBRARY (006449) 1001 E Ash St Goldsboro NC 27530 PC Public Benefit 10000 ALBEMARLE EDUCATION FOUNDATION INC 1210 US Highway 17 S Elizabeth City NC 27909 PC Public Benefit 10000 CAROLINA SMALL BUSINESS DEVELOPMENT FUND 3128 Highwoods Blvd 170 Raleigh NC 27604 PC Public Benefit 5000 PARTNERSHIP FOR AURORA-RICHLAND TOWNSHIP PROGRESS PO Box 235 Aurora NC 27806 PC Public Benefit 3000 TIDEWATER FRIENDS OF FOSTER CARE INC 999 Waterside Dr 103 Norfolk VA 23510 PC Public Benefit 10000 GREATER NEUSE FELLOWSHIP OF CHRISTIAN ATHLETES 2822 Cashwell Dr Box 235 Goldsboro NC 27534 PC Public Benefit 3000 1161294 0 900001 14 949644 18 531192 Debt-Financed Income 159 159 1480836 0 1480995 false false false false false false false false false false American AgCredit ACA 250000 243718 Atlantic Union Bankshares Corporation 598538 610211 BANK OZK 250833 183540 Cadence Bank 150226 169238 Chesapeake Finl Shs Inc 50058 49742 ConnectOne Bancorp Inc 75000 68910 CORPORATE SECURITIES 2362735 2478977 Dime Community Bancshares Inc 254689 201705 Duke Energy Corp 191788 412967 Ellington Financial Inc 200000 184960 Enterprise Financial Services Corp 187506 111680 Enterprise Financial Services Corp 111060 148013 RLJ Lodging TR Inc (Felcor Lodging) 28102 36840 Fifth Third BNCP 10989 26721 First Horizon Bank 175000 148500 First Horizon Corporation 149428 183520 First Horizon Natl Corp (Iberia Bank Corp) 100042 94945 Heartland Financial USA Inc 300664 300342 ISHARES TR S&P US PFD 50080 40243 Keycorp 150195 183352 Merchants Bancorp 0 0 Met Life Inc Pfd Ser A 24980 25300 Midland States Bancorp Inc 300419 334080 Ocean First Financial Corp Inc 150000 151380 Pacwest Bancorp 150000 146580 Pebblebrook Hotel Trust 50392 43868 Pinnacle Financial Partners Inc Com 353547 371228 Regions Financial Corp 250318 264275 SOUTHERN CO COM 40115 70384 Synovus Finl Corp 231875 246933 Truist Finl Corp 250853 247040 US Bank Pref Ser B 199678 176400 WELLS FARGO & CO NEW PRFD CONV CL A 300850 268720 WesBanco Inc A 200450 199700 Texas Cap Bancshares Inc 200362 182545 Synchrony Financial 150406 150173 M&T Bk Corp 99526 97110 Blue Ridge Bankshares fka Bay Banks of Virginia, Inc. FMV 1137500 1241088 Dime Community Bancshares Inc FMV 100000 108749 F&M Financial Corporation FMV 100000 99750 First Capital Bancshares Inc FMV 150000 150000 First Carolina Financial Services Inc FMV 500000 500000 Great Plains Bancshares Inc. FMV 100000 100000 Hancock Whitney Corporation FMV 299577 300623 JD Bancshares Inc FMV 100000 100000 Midland States Bancorp, Inc. FMV 500000 435000 New York Community Bancorp Inc FMV 100000 95000 Old Point National Corp FMV 500000 500000 PB FinanciaLCorporation FMV 350000 350000 PB FinanciaLCorporation FMV 150000 150000 United Bancorp, Inc. FMV 100000 97259 Vanguard Fund FMV 2738300 5347465 Village Bank & Trust Financial Corp FMV 200000 200000 Legal Fees 720 275000 445000 Miscellaneous Expense 33 Debt-Financed Income 159 Interest Payable Professional Fees 50 Federal Income Tax Expense 25000