2025-11-17T17:39:04-06:00 2024-12-31 561313870 WILLIAMS SCARBOROUGH GRAY LLP PO BOX 14008 NEW BERN NC 285614008 990PF 2024-01-01 562121302 THE HAROLD H BATE FOUNDATION INC HARO 2526381998 PO BOX 14298 NEW BERN NC 28561 DON BRINKLEY BOARD MEMBER 2526381998 2025-11-17 1 0 W RANDALL GRAY CPA P00005976 2526384000 X 2024 2025-03-06 01:10:19Z X 33064468 X X 61084 61084 630911 630911 1119636 15733278 1119636 827 827 1812458 1812458 87250 8725 0 3732 33592 418 419 419 1268 1266 1266 201414 1602 10653 6912 7484 0 1153 0 3457 52 0 205 4066 527 28585 103293 226736 74436 1909052 1909052 2012345 226736 1983488 -199887 1585722 9675 192222 192222 2306890 2756541 2756541 23198057 22406318 29908827 333919 127041 222036 206878 206878 28623 0 0 25765281 25561959 33064468 3435 0 3435 0 X 0 0 0 0 25761846 25561959 25761846 25561959 25765281 25561959 25761846 -199887 0 25561959 0 25561959 STIFEL 6608 P 203461 175707 27754 27754 STIFEL 6608 P 834267 685531 148736 148736 STIFEL 1615 P 469678 422075 47603 47603 STIFEL 1615 P 1687030 1373845 313185 313185 STIFEL 8761 P 582202 590481 -8279 -8279 STIFEL 8761 P 3985244 4036642 -51398 -51398 STIFEL 5036 P 334169 359758 -25589 -25589 STIFEL 5036 P 565523 437020 128503 128503 STIFEL 4676 P 4649318 4153553 495765 495765 STIFEL 4676 P 1461983 1597273 -135290 -135290 STIFEL 1098 P 436450 437472 -1022 -1022 STIFEL 1098 P 483121 264189 218932 218932 CIM INFRA II AIV-4 K-1 P 36171 -36171 -36171 FINTECH K-1 P 43925 -43925 -43925 FINTECH K-1 P 1687 1687 1687 CAPITAL GAINS DIVIDENDS P 39145 39145 39145 1119636 22042 0 22042 0 22042 21516 0 0 0 21516 0 526 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 WWW.BATEFOUNDATION.ORG WILLIAMS SCARBOROUGH GRAY LLP 2526384000 2131 S GLENBURNIE RD STE 3 NEW BERN NC 28562 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GARY BALDREE SR PO BOX 14298 NEW BERN NC 28561 BOARD MEMBER 3.00 8250 0 0 DONALD BRINKLEY PO BOX 14298 NEW BERN NC 28561 BOARD MEMBER 6.00 46000 0 0 ROBERT MATTOCKS PO BOX 14298 NEW BERN NC 28561 BOARD MEMBER 3.00 8250 0 0 MARVIN MULLINIX PO BOX 14298 NEW BERN NC 28561 BOARD MEMBER 3.00 8250 0 0 SILAS SEYMOUR PO BOX 14298 NEW BERN NC 28561 BOARD MEMBER 3.00 8250 0 0 DAVID HINSON JR PO BOX 14298 NEW BERN NC 28561 BOARD MEMBER 3.00 8250 0 0 NONE 0 STIFEL FINANCIAL ADVISORS 1414 RALEIGH RD STE 208 CHAPEL HILL NC 27517 INVESTMENT MANAGEMENT 161970 0 0 29932600 2245903 0 32178503 0 0 32178503 482678 31695825 1584791 1584791 22042 22042 1562749 0 1562749 0 1562749 1983488 0 1983488 1562749 0 0 76982 113652 192615 131251 1002103 1516603 1983488 0 0 0 1562749 420739 0 0 1937342 0 0 0 0 0 0 76982 1860360 113652 192615 131251 1002103 420739 THE HAROLD H BATE FOUNDATION PO BOX 14298 NEW BERN NC 28561 2526381998 GRANT APPLICATION (FOUR PAGES) EXECUTIVE SUMMARY COPY OF IRS TAX EXEMPTION LETTER COPY OF RECENT FINANCIAL STATEMENTS AND REPORTS COPY OF RECENT FORM 990 COPY OF BUDGET FOR THE PERIOD WHICH INCLUDES THE PROPOSED PROJECT/PROGRAM FUNDED BY GRANT REQUEST LIST OF BOARD MEMBERS AND STAFF MEMBERS OF THE GRANT APPLICANT ORGANIZATION MAY 15 AND OCTOBER 1 OF EACH YEAR GRANT APPLICATIONS MUST APPLY FOR PROGRAMS OR CAPITAL PROJECTS THAT SERVE THE RESIDENTS OF CRAVEN, PAMLICO AND JONES COUNTIES OR BE CONNECTED WITH EAST CAROLINA UNIVERSITY IN SERVING EASTERN NORTH CAROLINA. 7TH NATION 1709 WASHINGTON ST NEW BERN NC 28560 GENERAL DONATION 500 ABUNDANT LIFE COMMUNITY SERVICES PO BOX 14306 NEW BERN NC 28561 ESTABLISH OFFICE AT ST CYPRIAN EPISCOPAL CHURCH 25000 AMERICAN CANCER SOCIETY 930B WELLNESS DR GREENVILLE NC 27834 PROVIDING FREE LODGING WITH CANCER 5000 AMERICAN HEART ASSOCIATION 176 MINE LAKE CT STE 100 RALEIGH NC 27615 SAVING LIVES THROUGH BYSTANDER CPA-PAMLICO COUNTY 10000 AMERICAN HEART ASSOCIATION 176 MINE LAKE CT STE 100 RALEIGH NC 27615 SAVING LIVES IN JONES COUNTY 15000 AMERICAN RED CROSS 1102 SOUTH 16TH ST WILMINGTON NC 28401 GENERAL DONATION 10000 EASTERN PREGNANCY CARE CENTER 1505 S GLENBURNIE RD ST 0 NEW BERN NC 28562 GENERAL DONATION 5000 AURORA FOSSIL MUSEUM 101 GRACE DR AURORA NC 27806 GENERAL DONATION 500 BACKPACK BLESSINGS INC PO BOX 1675 NEW BERN NC 28563 SERVING GOD IN EASTERN NORTH CAROLINA BY FEEDING CHILDREN WHO SUFFER FROM FOOD INSECURITY IN THEIR HOMES. 25000 BRIDGETON IMPROVEMENT COMMITTEE PO BOX 10 BRIDGETON NC 28519 GENERAL DONATION 10500 BOY SCOUTS OF AMERICA EAST CAROLINA COUNCIL 313 BOY SCOUT BLVD KINSTON NC 28501 PROJECT SCOUTING & MEMBERSHIP ASSISTANCE 4000 BOYS & GIRLS CLUBS OF COASTAL PLAIN 621 W FIRE TOWER RD WINTERVILLE NC 28590 FORMULA FOR IMPACT 15000 CAROLINAEAST FOUNDATION 2007 NEUSE BLVD B NEW BERN NC 28560 GENERAL DONATION 12500 CAROLINAEAST FOUNDATION 2007 NEUSE BLVD B NEW BERN NC 28560 PATIENCE ASSISTANCE PROGRAM 12500 CATHOLIC CHARITIES PO BOX 826 NEW BERN NC 28563 SENIOR PHARMACY PROGRAM 15000 COASTAL CAROLINA CHAMBER MUSIC FESTIVAL INC 201 GATES DR WINTERVILLE NC 28590 COMMUNITY ENGAGEMENT PROGRAMS 2500 COASTAL WOMEN'S SHELTER 1333 S GLENBURNIE RD NEW BERN NC 28560 SAFE HOUSE & ENVIRONMENT 25000 COVE CITY FIRE & RESCUE PO BOX 257 COVE CITY NC 28523 GENERAL DONATION 500 COMMUNITIES IN SCHOOLS OF NC 515 ANDERSON DR BAYBORO NC 28515 MOBILE ARTS PLATFORM 5000 CRAVEN COMMUNITY CHORUS INC PO BOX 13704 NEW BERN NC 28561 CONCERT SERIES 6000 CRAVEN COMMUNITY COLLEGE FOUNDATION 800 COLLEGE COURT NEW BERN NC 28562 GENERAL DONATION 62500 CRAVEN COMMUNITY COLLEGE FOUNDATION 800 COLLEGE COURT NEW BERN NC 28562 SCHOLARSHIPS 62500 CRAVEN COUNTY HEALTH DEPT FOUNDATION 2818 NEUSE BLVD NEW BERN NC 28562 GENERAL DONATION 10000 CRAVEN COUNTY PARKS AND RECREATION 406 CRAVEN STREET NEW BERN NC 28560 PARK PROJECTSPARK PROJECTS 17500 CRAVEN COUNTY PARKS AND RECREATION 406 CRAVEN STREET NEW BERN NC 28560 PARK PROJECTS 16500 CRAVEN COUNTY PARKS AND RECREATION 406 CRAVEN STREET NEW BERN NC 28560 PARK PROJECTS 20000 CRAVEN COUNTY PARKS AND RECREATION 406 CRAVEN STREET NEW BERN NC 28560 PARK PROJECTS 16500 CRAVEN COUNTY PARTNERS IN EDUCATION 3601 TRENT RD NEW BERN NC 28560 GENERAL DONATION 30000 CRAVEN COUNTY PARTNERS IN EDUCATION 3601 TRENT RD NEW BERN NC 28562 BEGINNING TEACHERS' STORE AND INDIVIDUAL SCHOOL GRANTS 35000 CRAVEN LITERACY COUNCIL 2800 NEUSE BLVD NEW BERN NC 28562 IMPROVING LIVES THROUGH LITERACY 15000 CRAVEN SMART START INC 2111 NEUSE BLVD NEW BERN NC 28562 FAMILY CHILD CARE 20500 CRAVEN SMART START INC 2111 NEUSE BLVD NEW BERN NC 28562 GENERAL DONATION 20000 CRAVENPAMLICO PIRATE CLUB WORLD SPORT MEDICINE BLDG GREENVILLE NC 27858 GENERAL DONATION 1000 DAZZLING DANCERS INC 202 CHINCHILLA DR BAYBORO NC 28515 WE DREAM PROGRAM 2000 NC UNITED METHODIST CAMP & RETREAT MINISTRIES INC 315 CAMP DON LEE RD ARAPAHOE NC 28510 CAMP PROGRAMS 2500 EAST CAROLINA UNIVERSITY FOUNDATION 2200 SOUTH CHARLES BLVD GREENVILLE NC 27858 GENERAL DONATION 194100 EAST CAROLINA UNIVERSITY FOUNDATION 2200 SOUTH CHARLES BLVD GREENVILLE NC 27858 SUPPORT OF SCHOLARSHIPS, ATHLETICS AND PROGRAM INITIATIVES IDENTIFIED AS PRIORITY BY THE ECU CHANCELLOR. 273500 EIGHT WAY INC 701 MCCARTHY BLVD NEW BERN NC 28562 EQUIPMENT & BUILDING 15000 FAITH CONNECTION 4502 CRABAPPLE LANE GREENSBORO NC 27405 GENERAL DONATION 400 EASTER SEALS 2801 NEUSE BLVD NEW BERN NC 28560 GENERAL DONATION 100 FOOD BANK OF NC INC 3808 TARHEEL DRIVE RALEIGH NC 27609 NOURISHING FAMILIES IN JONES COUNTY, NC 20000 FRIENDS OF PAMLICO COUNTY PUBLIC LIBRARY 603 MAIN ST BAYBORO NC 28515 LIBRARY & COMMUNITY CENTER PROJECT 15000 FIREFIGHTER OCCUPATIONAL CANCER UNDERSTANDING SUPPORT 115 REALINI DR HAVELOCK NC 28532 GENERAL DONATION 10000 FELLOWSHIP OF CHRISTIAN ATHLETES 4200 ACADEMIC DR NEW BERN NC 28560 GENERAL DONATION 500 HABITAT FOR HUMANITY OF CRAVEN COUNTY INC 321 FLEET ST NEW BERN NC 28560 NEW HOME BUILDS 30000 HAVELOCK HIGH SCHOOL 101 WEBB BLVD HAVELOCK NC 28532 GENERAL DONATION 500 HAVELOCK CHERRY POINT ROTARY 404 LAKE RD HAVELOCK NC 28532 GENERAL DONATION 500 INTERFAITH REFUGE MINISTRY 1913 TRENT BLVD NEW BERN NC 28560 GENERAL DONATION 6250 HOPE CLINIC PO BOX 728 BAYBORO NC 28515 FREE MEDICAL CARE FOR INDIGENT ADULTS 40750 JAMES CITY HISTORICAL SOCIETY 911 HOWELL RD JAMES CITY NC 28560 EMERGENCY OF PRESERVATION SOF CIRCA 1850 SLAVE QUARTERS 10000 JONES COUNTY COMMUNITY HOPE INC 509 GREENTOWN RD TRENTON NC 28585 GET CONNECTED 15000 JONES COUNTY HUNTERS ASSOCIATION RT 1 TRENTON NC 28585 GENERAL DONATION 300 JONES SENIOR HIGH SCHOOL 1378 NC HWY 58 TRENTON NC 28585 FAST FORWARD PROGRAM 30000 LYFE THREE INC 1046 BROAD ST NEW BERN NC 28560 THE VILLAGE AFTER SCHOOL FOR VULNERABLE CRAVEN COUNT YOUTH 12500 LYFE THREE INC 1046 BROAD ST NEW BERN NC 28560 STUDENT TRANSPORTATION ENHANCEMENT PROJECT 12500 MAYSVILLE FIRE & EMS 404 MAIN ST MAYSVILLE NC 28555 TEEN COURT 5000 MERCI CLINIC 1315 TATUM DR NEW BERN NC 28560 RAISE THE ROOF PROJECT 18988 THE CAROL S PETREA YOUTH GOLF FOUNDATION 445 TARKIN CT NW SHALLOTTE NC 28470 ENHANCING SERVICES DELIVERY THROUGH MOBILE DEVICES 5000 NEUSE RIVER BRIDGE RUN PO BOX 234 NEW BERN NC 28563 GENERAL DONATION 1000 NEUSE RIVERS FISHERS OF MEN 3114 FARRIOR CIRCLE NEW BERN NC 28562 GENERAL DONATION 500 NEW BERN AREA IMPROVEMENT ASSOCIATION AKA THE OMEGA CENTER 800 CEDAR ST NEW BERN NC 28560 BUILDING DONATION 15000 NEW BERN CIVIC THEATRE INC 1001 COLLEGE CT NEW BERN NC 28562 ATHENS THEATRE MASONRY REPOINTING 10000 NEW BERN HIGH SCHOOL 4200 ACADEMIC DR NEW BERN NC 28560 GENERAL DONATION 1500 NEW BERN MASONIC THEATRE HISTORICAL PRESERVATION 516 HANCOCK ST NEW BERN NC 28560 SAINT JOHNS MASONIC LODGE BUILDING RESTORATION 10000 NEW BERN POLICE DEPARTMENT CITIZEN VOLUNTEERS INC 3036 MARTIN LUTHER KING JR BLVD NEW BERN NC 28562 YOUTH OUTREACH & TRAINING FOR K-9 TEAMS 10000 JOURNEY OF HOPE 2007 NEUSE BLVD B NEW BERN NC 28560 GENERAL DONATION 1000 TOWN OF MAYSVILLE NC PO BOX 265 MAYSVILLE NC 28555 GENERAL DONATION 12500 TRI COUNTY COMMUNITY HANDS OF BLESSING 105 POLLOCK ST TRENTON NC 28585 GENERAL DONATION 5000 NORTH CAROLINA COASTAL FEDERATION 3609 HWY 24 NEWPORT NC 28570 SCHOOL STORMWATER SOLUTIONS & COASTAL DISCOVERY PROGRAM 4535 NORTH CAROLINA COASTAL LAND TRUST 3 PINE VALLEY DR WILMINGTON NC 28412 OAK GROVE PARTNERSHIP 15000 VECINO VERDE INC 322 PATTSWOOD RD NEW BERN NC 28560 GENERAL DONATION 1500 NORTH CAROLINA SYMPHONY SOCIETY INC 3700 GLENWOOD AVE STE 130 RALEIGH NC 27604 MUSIC & ENSEMBLES PROGRAMS JONES COUNTY 5000 NPSWC INC 548 PARK MEADOWS DR NEWPORT NC 28570 GENERAL DONATION 500 OL FRONT PORCH MUSIC FESTIVAL 801 SILVER BROOKE RD ORIENTAL NC 28571 FESTIVAL 2024 2500 PAMLICO COMMUNITY COLLEGE FOUNDATION INC 5049 NC-306 GREENSBORO NC 28529 HEALTHCARE ALLIANCE PROJECT SCHOLARSHIPS 10000 PAMLICO COUNTY FOUNDATION FOR THE AGED 800 MAIN STREET ALLIANCE NC 28509 RAMP CONSTRUCTION 10000 PAMLICO MUSIC SOCIETY PO BOX 805 ORIENTAL NC 28571 EDUCATION OUTREACH 2000 PAMLICO PARTNERSHIP FOR CHILDREN 702-A MAIN ST BAYBORO NC 28515 CARE SEAT SAFETY & STRONG STARTS PROGRAM 9000 PEMBROKE COMMUNITY ORGANIZATIONS INC 3714 BUTLER RD NEW BERN NC 28560 COMMUNITY CENTER 10000 PUBLIC RADIO EAST 800 COLLEGE COURT NEW BERN NC 28562 PUBLIC MEDIA PROGRAMMING & INCREASE THE REACH PROGRAM 40000 REALIZE U 252 PO BOX 493 NEW BERN NC 28563 FRESH START INITATIVE: ADDICTION RECOVERY PROGRAM 10000 RELIGIOUS COMM SERVICES OF NB INC PO BOX 704 NEW BERN NC 28563 PREVENTING HOMELESSNESS WITH RENT AND UTILITY ASSISTANCE 12500 RIVER BEND POLICE 45 SHORELINE DR NEW BERN NC 28562 GENERAL DONATION 200 SALVATION ARMY OF JONES & ONSLOW COUNTY 461 CENTER ST JACKSONVILLE NC 28546 DISCRETIONARY FUNDS 15000 SECU FAMILY HOUSE AT UNC HOSPITALS 123 OLD MASON FARM RD CHAPEL HILL NC 27517 ANNUAL OPERATING CAMPAIGN 20000 SOUND RIVERS INC 2207 TRENT BLVD NEW BERN NC 28560 CRAVEN COUNTY SCHOOLS: RESTORATION AND EDUCATION 5000 SUDAN SHRINERS HOSPITAL FUND PO DRAWER 490 NEW BERN NC 28563 SHRINERS HOSPITALS FOR CHILDREN 10000 THE FILLING STATION INC 221 MAIN ST POLLOCKSVILLE NC 28573 GENERAL DONATION 11000 THE FILLING STATION INC 221 MAIN ST POLLOCKSVILLE NC 28573 SUMMER CAMPS 10000 THE NEW BERN GARDEN CLUB 510 C POLLOCK ST NEW BERN NC 28560 GENERAL DONATION 729 TOWN OF BRIDGETON 408 BRIDGES ST BRIDGETON NC 28519 BRIDGETON COMMUNITY SAFETY GRANT 7700 TRAIL OF FAITH FARMS 2260 MIDDLE RD TRENTON NC 28585 PROGRAM SUPPORT 10000 TRIED BY FIRE INC PO BOX 12691 NEW BERN NC 28561 MY SISTERS HOUSE: BUILDING FOR A BETTER FUTURE FOR WOMEN 12000 TRYON CIVITAN CLUB PMB 215 1822 S GLENBURNIE RD NEW BERN NC 28562 GENERAL DONATION 250 TRYON PALACE COUNCIL OF FRIENDS 529 S FRONT ST NEW BERN NC 28560 GENERAL DONATION 20000 TWIN RIVERS YMCA 100 YMCA LANE NEW BERN NC 28560 FINANCIAL ASSISTANCE, ADA AND GENERAL FACILITY IMPROVEMENTS 151000 VOICES TOGETHER 88 VILCOM CENTER DR STE 100 CHAPEL HILL NC 27514 PROGRAM FOR STUDENTS WITH AUTISM - CRAVEN, JONES, AND PAMLICO COUNTY SCHOOLS 15000 YMCA OF THE TRIANGLE AREA 2744 SEAFARER RD ARAPAHOE NC 28510 CAMP SEA GULL AND CAMP SEAFARER YOUTH 10000 ALLIES FOR CHERRY POINT TOMORROW PO BOX 1673 NEW BERN NC 28563 GENERAL DONATION 10000 ASSOCIATION FOR RETARDED CITIZENS OF CRAVEN COUNTY 1513 S GLENBURNIE RD STE D15 NEW BERN NC 28562 GENERAL DONATION 5000 BIKE BOX PROJECT 405 HARBOR DR NEW BERN NC 28560 GENERAL DONATION 15000 CAROLINAEAST FOUNDATION 2007 NEUSE BLVD B NEW BERN NC 28560 HAGEMAN NURSING SCHOLARSHIP 1000 CHILDRENS THEATER WORKSHOP PO BOX 493 ORIENTAL NC 28571 GENERAL DONATION 2000 CRAVEN COMMUNITY COLLEGE FOUNDATION 800 COLLEGE COURT NEW BERN NC 28562 FABRIC AWARDS 1000 CRAVEN COUNTY HOSPICE 2818 NEUSE BLVD NEW BERN NC 28560 GENERAL DONATION 1000 MEDIATION CNETER OF EASTERN CAROLINA 233 MIDDLE ST NEW BERN NC 28560 GENERAL DONATION 5000 EAST CAROLINA AVIATION HERITAGE FOUNDATION 201 TOURIST CENTER DR HAVELOCK NC 28532 GENERAL DONATIONGENERAL DONATION 1000 GO GLOBAL NC COUNCIL INC PO BOX 2162 WAKE FOREST NC 28532 GENERAL DONATION 40000 HEATHER A PURTEE SCHOLARSHIP FUND 2200 SOUTH CHARLES BLVD GREENVILLE NC 27858 GENERAL DONATION 1000 IMAGINE PAMLICO PO BOX 308 BAYBORO NC 28515 GENERAL DONATION 20000 TOWN OF BAYBORO NC 30301 MAIN ST BAYBORO NC 28515 GENERAL DONATION 35000 ARTS TO END GENOCIDE 1620 OLD CHERRY PT RD NEW BERN NC 28562 GENERAL DONATION 250 YOUTH NAVIGATING TOWARDS OPPORTUNITY 4921 HWY 304 BAYBORO NC 28515 GENERAL DONATION 22500 VETERAN ENFORCERS MOTORCYCLE ASSOCIATION 516 HANCOCK ST NEW BERN NC 28560 K9 UNIT CRAVEN COUNTY SHERIFF'S OFFICE 500 1909052 0 14 61084 18 630911 18 827 18 1119636 0 1812458 0 1812458 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 1268 1266 1266 THE FOUNDATION MANAGER HEREBY STATES THE FOUNDATION IS MAKING AN ELECTION UNDER REG 53.4942(A)-3(D)(2) AND IS SPECIFYING THAT PART OF THE 2024 DISTRIBUTION IS MADE OUT OF UNDISTRIBUTED INCOME FOR 2019. 22406318 29908827 LEGAL 418 419 419 PREPAID EXCISE TAX 28623 DUES & SUBSCRIPTIONS 0 0 6478 PUBLIC RELATIONS 0 0 3710 POSTAGE 43 0 174 REPAIRS & MAINT 34 0 137 INSURANCE 527 527 4220 UTILITIES 1451 0 5807 OFFICE EXPENSE 1953 0 7829 PAYROLL PROCESSING FEES 58 0 230 K-1'S 827 827 827 PAYROLL LIABILITIES 3435 0 FOREIGN TAXES 0 9940 0 PROPERTY TAXES 551 0 1654 PAYROLL TAXES 1051 701 5258 OTHER 0 12 0