Nonprofit · EIN 56-1991164
CAROLINAEAST FOUNDATION
Tax-exempt · NEW BERN, NC 28560
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,936,450 | $1,855,337 | $81,113 | $4,803,388 | $338,393 | $4,464,995 |
| June 30, 2024 | 990 | $1,614,365 | $1,532,932 | $81,433 | $4,400,114 | $248,469 | $4,151,645 |
| June 30, 2023 | 990 | $1,336,616 | $1,668,519 | -$331,903 | $4,156,959 | $278,538 | $3,878,421 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,457,849
- Program service revenue
- $364,964
- Investment income
- $113,637
- Net gain from sales of assets
- -$25,062
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $1,161,048
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $21,275
- Travel
- $375
- Depreciation
- $6,909
- Program services (functional)
- $1,623,337
- Management and general (functional)
- $141,747
- Fundraising (functional)
- $90,253
Balance sheet and other
- Total assets, start of year
- $4,400,114
- Total assets, end of year
- $4,803,388
- Total liabilities, end of year
- $338,393
- Net assets, end of year
- $4,464,995
- Land, buildings and equipment
- $48,644
- Publicly traded securities
- $3,931,138
- Net assets without donor restrictions
- $976,747
- Net assets with donor restrictions
- $3,488,248
- Gross receipts
- $2,415,884
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1996
- State of legal domicile
- NC
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 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATIE GILES | BOARD MEMBER Trustee or director | 2 | $0 |
| KELLI BILLINGSLEY | BOARD MEMBER Trustee or director | 2 | $0 |
| TIFFANY DOVE | BOARD MEMBER Trustee or director | 3 | $0 |
| ANGELA PARK | BOARD MEMBER Trustee or director | 2 | $0 |
| KIM HESS | BOARD MEMBER Trustee or director | 2 | $0 |
| ROBERT MATTOCKS | BOARD MEMBER Trustee or director | 2 | $0 |
| MIT MCLEAN | BOARD MEMBER Trustee or director | 2 | $0 |
| ERIC REMINGTON | BOARD MEMBER Trustee or director | 2 | $0 |
| TAMMY FEREBEE | BOARD MEMBER Trustee or director | 2 | $0 |
| CHARLES UTZ | BOARD MEMBER Trustee or director | 2 | $0 |
| THOMAS WILSON | BOARD MEMBER Trustee or director | 2 | $0 |
| KATIE MILLER | BOARD MEMBER Trustee or director | 2 | $0 |
| ELENA SANDERS | BOARD MEMBER Trustee or director | 2 | $0 |
| CAMPBELL TAYLOR | BOARD MEMBER Trustee or director | 2 | $0 |
| SCOTT GRIGGS | CHAIRMAN Officer | 3 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JIM MORRISON | TREASURER Officer | 3 | $0 |
| JOE PETERS | VICE CHAIRMAN Officer | 3 | $0 |
| SCOTT GRANTHAM | SECRETARY Officer | 3 | $0 |
990 for the year ended June 30, 2024: 20 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATIE GILES | BOARD MEMBER Trustee or director | 2 | $0 |
| KELLI BILLINGSLEY | BOARD MEMBER Trustee or director | 2 | $0 |
| TIFFANY DOVE | BOARD MEMBER Trustee or director | 3 | $0 |
| NICK MITCHELL | BOARD MEMBER Trustee or director | 2 | $0 |
| KIM HESS | BOARD MEMBER Trustee or director | 2 | $0 |
| ROBERT MATTOCKS | BOARD MEMBER Trustee or director | 2 | $0 |
| MIT MCLEAN | BOARD MEMBER Trustee or director | 2 | $0 |
| SUSAN MOFFAT-THOMAS | BOARD MEMBER Trustee or director | 2 | $0 |
| COREY PURDIE | BOARD MEMBER Trustee or director | 3 | $0 |
| ERIC REMINGTON | BOARD MEMBER Trustee or director | 2 | $0 |
| TAMMY FEREBEE | BOARD MEMBER Trustee or director | 2 | $0 |
| CHARLES UTZ | BOARD MEMBER Trustee or director | 2 | $0 |
| THOMAS WILSON | BOARD MEMBER Trustee or director | 2 | $0 |
| KATIE MILLER | BOARD MEMBER Trustee or director | 2 | $0 |
| ELENA SANDERS | BOARD MEMBER Trustee or director | 2 | $0 |
| CAMPBELL TAYLOR | BOARD MEMBER Trustee or director | 2 | $0 |
| SCOTT GRIGGS | CHAIRMAN Officer | 3 | $0 |
| JIM MORRISON | TREASURER Officer | 3 | $0 |
| JOE PETERS | VICE CHAIRMAN Officer | 3 | $0 |
| SCOTT GRANTHAM | SECRETARY Officer | 3 | $0 |
990 for the year ended June 30, 2023: 19 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATIE GILES | BOARD MEMBER Trustee or director | 2 | $0 |
| KELLI BILLINGSLEY | BOARD MEMBER Trustee or director | 2 | $0 |
| TIFFANY DOVE | BOARD MEMBER Trustee or director | 3 | $0 |
| SCOTT GRANTHAM | BOARD MEMBER Trustee or director | 2 | $0 |
| KIM HESS | BOARD MEMBER Trustee or director | 2 | $0 |
| ROBERT MATTOCKS | BOARD MEMBER Trustee or director | 2 | $0 |
| MIT MCLEAN | BOARD MEMBER Trustee or director | 2 | $0 |
| JAMES MORRISON | BOARD MEMBER Trustee or director | 2 | $0 |
| SUSAN MOFFAT-THOMAS | BOARD MEMBER Trustee or director | 2 | $0 |
| COREY PURDIE | BOARD MEMBER Trustee or director | 3 | $0 |
| ERIC REMINGTON | BOARD MEMBER Trustee or director | 2 | $0 |
| ALICE UNDERHILL | BOARD MEMBER Trustee or director | 2 | $0 |
| CHARLES UTZ | BOARD MEMBER Trustee or director | 2 | $0 |
| THOMAS WILSON | BOARD MEMBER Trustee or director | 2 | $0 |
| CRAIG KEENHOLD | CHAIRMAN Officer | 3 | $0 |
| JAMES BRILEY | TREASURER Officer | 3 | $0 |
| CHARLES SMITH | PAST CHAIRMAN Officer | 3 | $0 |
| SCOTT GRIGGS | VICE CHAIRMAN Officer | 3 | $0 |
| DREW HONEYCUTT | SECRETARY Officer | 3 | $0 |
Address and contacts
- Address (IRS master file)
- 2007-B NEUSE BOULEVARD B, NEW BERN, NC 28560-3470
- In care of
- % JILL THOMPSON
- Principal officer (990 for 2024)
- JARED BRINKLEY, 2007-B NEUSE BOULEVARD, NEW BERN, NC 28563
- Signed the 990
- JARED BRINKLEY, EXECUTIVE DIRECTOR
- Phone
- (252) 633-8247
- Website
- CAROLINAEASTFOUNDATION.COM
- Return prepared by
- CRI ADVISORS PLLC
Mission
PROMOTE HEALTH IN OUR REGION, SUPPORT THE HEALTHCARE COMMUNITY, ASSIST INDIVIDUALS WITH HEALTHCARE NEEDS.
Program accomplishments
- WE EXTEND THE GIFT OF WELLNESS TO INDIVIDUALS, FAMILIES AND NONPROFIT HEALTHCARE ORGANIZATIONS IN CRAVEN, JONES, PAMLICO, CARTERET AND ONSLOW COUNTIES BY AWARDING GRANTS AND ASSISTANCE TO HELP THOSE CHALLENGED WITH UNMET HEALTH CARE NEEDS THROUGHOUT THE SERVICE AREA.Expenses $1,623,337 · grants $1,161,048
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 56-1991164
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1996
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E99)
- Assets (IRS master file)
- $4,803,388
- Income (IRS master file)
- $2,415,884
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,936,450 | $1,855,337 | $4,803,388 | IRS |
| 990 | June 2024 | $1,614,365 | $1,532,932 | $4,400,114 | IRS |
| 990 | June 2023 | $1,336,616 | $1,668,519 | $4,156,959 | XML |
| 990 | June 2022 | $1,385,574 | $1,034,373 | $4,134,984 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | 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 56-1991164).
Questions about CAROLINAEAST FOUNDATION
- What is the EIN of CAROLINAEAST FOUNDATION?
- The employer identification number (EIN) of CAROLINAEAST FOUNDATION is 56-1991164.
- Is CAROLINAEAST FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to CAROLINAEAST FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CAROLINAEAST FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CAROLINAEAST FOUNDATION 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 CAROLINAEAST FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of CAROLINAEAST FOUNDATION?
- The 990 for the year ended June 30, 2025 names JARED BRINKLEY.
- Who are the officers and directors of CAROLINAEAST FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 18 people; 0 received compensation from the organization.
- How much revenue does CAROLINAEAST FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,936,450, expenses of $1,855,337 and total assets of $4,803,388 at year end.
Other nonprofits in NEW BERN
- MERCI CLINIC EIN 56-2034052 · last filed 990 for 2024
- CAROLINAEAST HEALTH SYSTEM AUXILIARY EIN 58-2061241 · last filed 990 for 2025
- WE CAN BE ASSOCIATION EIN 85-4260525 · last filed 990-N for 2025
- DIAMOND OF ENCOURAGEMENT EIN 84-5162073 · last filed 990-N for 2025
- RACHEL LYNN SMITH FOUNDATION INC EIN 27-1908870 · last filed 990-N for 2025
- CAROLINAEAST MEDICAL CENTER EIN 56-0755775
- TWIN RIVERS OPPORTUNITIES INC EIN 56-0928836 · last filed 990 for 2025
- EPIPHANY SCHOOL EIN 20-4329797 · last filed 990 for 2025