Nonprofit · EIN 56-1941869
HELEN S AND JULIUS L GOLDMAN SCHOLARSHIP FUND INC
Tax-exempt · SALISBURY, NC 28144
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $40,596 | $40,624 | -$28 | $351,942 | $0 | $351,942 |
| June 30, 2024 | 990-PF | $37,903 | $24,904 | $12,999 | $352,092 | $0 | $352,092 |
| June 30, 2023 | 990-PF (amended) | $37,892 | $27,626 | $10,266 | $339,261 | $0 | $339,261 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $100
- Dividends
- $12,705
- Interest
- $524
- Net gain from sales of assets
- $27,267
Expenses
- Grants and similar amounts paid
- $36,850
- Disbursements for charitable purposes
- $36,850
- Excise tax on investment income
- $124
Balance sheet and other
- Total assets, start of year
- $352,092
- Total assets, end of year
- $351,942
- Total liabilities, end of year
- $0
- Net assets, end of year
- $351,942
- Fair market value of assets
- $509,293
- Qualifying distributions
- $36,850
- Net investment income
- $12,705
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GREG ALCORN 118 SOUTH MAIN STREET SUITE B, SALISBURY, NC 28144 | TREASURER | 2 | $0 |
| ZEBBIE BONDURANT 1071 LIGHTHOUSE WAY, SALISBURY, NC 28146 | PRESIDENT | 2 | $0 |
| KATHY PULLIAM 1060 QUAIL CIRCLE, SALISBURY, NC 28147 | SECRETARY | 2 | $0 |
| LOLLIE STREIFF PO BOX 303, BLOWING ROCK, NC 28605 | VICE PRESIDE | 2 | $0 |
| DIANE LABOVITZ 303 MAUPIN AVE, SALISBURY, NC 28144 | DIRECTOR/SCH | 2 | $0 |
| NORMA GOLDMAN 3303 WINGED FOOT DRIVE, SALISBURY, NC 28144 | DIRECTOR | 2 | $0 |
| DA'TARVIA PARRISH 123 HEMLOCK DR, SALISBURY, NC 28147 | DIRECTOR | 2 | $0 |
| PHYLLIS POST 209 CHURCHILL DR, SALISBURY, NC 28144 | DIRECTOR | 2 | $0 |
| CATRELIA HUNTER 118 S MAIN ST SUITE B, SALISBURY, NC 28144 | DIRECTOR | 2 | $0 |
| BESSIE HUTCHINS 118 S MAIN ST SUITE B, SALISBURY, NC 28144 | DIRECTOR | 2 | $0 |
| JUDY GRISSOM 118 S MAIN S SUITE B, SALISBURY, NC 28144 | DIRECTOR | 2 | $0 |
990-PF for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GREG ALCORN 118 SOUTH MAIN STREET SUITE B, SALISBURY, NC 28144 | TREASURER | 0 | $0 |
| ZEBBIE BONDURANT 1071 LIGHTHOUSE WAY, SALISBURY, NC 28146 | PRESIDENT | 2 | $0 |
| KATHY PULLIAM 1060 QUAIL CIRCLE, SALISBURY, NC 28147 | SECRETARY | 2 | $0 |
| LOLLIE STREIFF PO BOX 303, BLOWING ROCK, NC 28605 | VICE PRESIDE | 2 | $0 |
| DIANE LABOVITZ 303 MAUPIN AVE, SALISBURY, NC 28144 | DIRECTOR/SCH | 2 | $0 |
| NORMA GOLDMAN 3303 WINGED FOOT DRIVE, SALISBURY, NC 28144 | DIRECTOR | 2 | $0 |
| DA'TARVIA PARRISH 123 HEMLOCK DR, SALISBURY, NC 28147 | DIRECTOR | 2 | $0 |
| PHYLLIS POST 209 CHURCHILL DR, SALISBURY, NC 28144 | DIRECTOR | 2 | $0 |
| CATRELIA HUNTER 118 S MAIN ST SUITE B, SALISBURY, NC 28144 | DIRECTOR | 2 | $0 |
| LISA DAVIS 118 S MAIN ST SUITE B, SALISBURY, NC 28144 | DIRECTOR | 2 | $0 |
990-PF for the year ended June 30, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GREG ALCORN 118 SOUTH MAIN STREET SUITE B, SALISBURY, NC 28144 | TREASURER | 2 | $0 |
| JUDY GRISSOM 623 N MAIN STREET, DAVIDSON, NC 28036 | PRESIDENT | 2 | $0 |
| NORMA GOLDMAN 3303 WINGED FOOT DRIVE, SALISBURY, NC 28144 | VICE PRESIDE | 2 | $0 |
| LOLLIE STREIFF PO BOX 303, BLOWING ROCK, NC 28605 | SECRETARY | 2 | $0 |
| KATHY PULLIAM 1060 QUAIL CIRCLE, SALISBURY, NC 28147 | DIRECTOR & H | 2 | $0 |
| ZEBBIE BONDURANT 1071 LIGHTHOUSE WAY, SALISBURY, NC 28146 | DIRECTOR | 2 | $0 |
| DA'TARVIA PARRISH 123 HEMLOCK DR, SALISBURY, NC 28147 | DIRECTOR | 2 | $0 |
| DIANE LABOVITZ 303 MAUPIN AVE, SALISBURY, NC 28144 | DIRECTOR | 2 | $0 |
| PHYLLIS POST 209 CHURCHILL DR, SALISBURY, NC 28144 | DIRECTOR | 2 | $0 |
| NICOLE SHERRILL-CORRY 208 W HORAH ST, SALISBURY, NC 28144 | DIRECTOR | 2 | $0 |
| KATHERINE TASBER-MAIER PHD 405 HURLEY SCHOOL DRIVE, SALISBURY, NC 28147 | DIRECTOR | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 118 S MAIN ST STE B, SALISBURY, NC 28144-4955
- Signed the 990-PF
- GREG ALCORN, TREASURER
- Phone
- (704) 647-9621
- Website
- SALISBURY-NC.AAUW.NET
- Return prepared by
- J ALAN RUTHERFORD CPA PA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 56-1941869
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1996
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $351,942
- Income (IRS master file)
- $128,803
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $40,596 | $40,624 | $351,942 | IRS |
| 990-PF | June 2024 | $37,903 | $24,904 | $352,092 | XML |
| 990-PF | June 2023 | $37,892 | $27,626 | $339,261 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 56-1941869).
Questions about HELEN S AND JULIUS L GOLDMAN SCHOLARSHIP FUND INC
- What is the EIN of HELEN S AND JULIUS L GOLDMAN SCHOLARSHIP FUND INC?
- The employer identification number (EIN) of HELEN S AND JULIUS L GOLDMAN SCHOLARSHIP FUND INC is 56-1941869.
- Is HELEN S AND JULIUS L GOLDMAN SCHOLARSHIP FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to HELEN S AND JULIUS L GOLDMAN SCHOLARSHIP FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HELEN S AND JULIUS L GOLDMAN SCHOLARSHIP FUND INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HELEN S AND JULIUS L GOLDMAN SCHOLARSHIP FUND INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HELEN S AND JULIUS L GOLDMAN SCHOLARSHIP FUND INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of HELEN S AND JULIUS L GOLDMAN SCHOLARSHIP FUND INC?
- The 990-PF for the year ended June 30, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does HELEN S AND JULIUS L GOLDMAN SCHOLARSHIP FUND INC have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $40,596, expenses of $40,624 and total assets of $351,942 at year end.
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