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Nonprofit · EIN 56-1941869

HELEN S AND JULIUS L GOLDMAN SCHOLARSHIP FUND INC

Tax-exempt · SALISBURY, NC 28144

Financials

$38K$28K2022$38K$25K2023$41K$41K2024
Revenue Expenses · by fiscal year end
Financials of HELEN S AND JULIUS L GOLDMAN SCHOLARSHIP FUND INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$40,596$40,624-$28$351,942$0$351,942
June 30, 2024990-PF$37,903$24,904$12,999$352,092$0$352,092
June 30, 2023990-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.

NameTitleHours / weekCompensation
GREG ALCORN
118 SOUTH MAIN STREET SUITE B, SALISBURY, NC 28144
TREASURER2$0
ZEBBIE BONDURANT
1071 LIGHTHOUSE WAY, SALISBURY, NC 28146
PRESIDENT2$0
KATHY PULLIAM
1060 QUAIL CIRCLE, SALISBURY, NC 28147
SECRETARY2$0
LOLLIE STREIFF
PO BOX 303, BLOWING ROCK, NC 28605
VICE PRESIDE2$0
DIANE LABOVITZ
303 MAUPIN AVE, SALISBURY, NC 28144
DIRECTOR/SCH2$0
NORMA GOLDMAN
3303 WINGED FOOT DRIVE, SALISBURY, NC 28144
DIRECTOR2$0
DA'TARVIA PARRISH
123 HEMLOCK DR, SALISBURY, NC 28147
DIRECTOR2$0
PHYLLIS POST
209 CHURCHILL DR, SALISBURY, NC 28144
DIRECTOR2$0
CATRELIA HUNTER
118 S MAIN ST SUITE B, SALISBURY, NC 28144
DIRECTOR2$0
BESSIE HUTCHINS
118 S MAIN ST SUITE B, SALISBURY, NC 28144
DIRECTOR2$0
JUDY GRISSOM
118 S MAIN S SUITE B, SALISBURY, NC 28144
DIRECTOR2$0
990-PF for the year ended June 30, 2024: 10 people
NameTitleHours / weekCompensation
GREG ALCORN
118 SOUTH MAIN STREET SUITE B, SALISBURY, NC 28144
TREASURER0$0
ZEBBIE BONDURANT
1071 LIGHTHOUSE WAY, SALISBURY, NC 28146
PRESIDENT2$0
KATHY PULLIAM
1060 QUAIL CIRCLE, SALISBURY, NC 28147
SECRETARY2$0
LOLLIE STREIFF
PO BOX 303, BLOWING ROCK, NC 28605
VICE PRESIDE2$0
DIANE LABOVITZ
303 MAUPIN AVE, SALISBURY, NC 28144
DIRECTOR/SCH2$0
NORMA GOLDMAN
3303 WINGED FOOT DRIVE, SALISBURY, NC 28144
DIRECTOR2$0
DA'TARVIA PARRISH
123 HEMLOCK DR, SALISBURY, NC 28147
DIRECTOR2$0
PHYLLIS POST
209 CHURCHILL DR, SALISBURY, NC 28144
DIRECTOR2$0
CATRELIA HUNTER
118 S MAIN ST SUITE B, SALISBURY, NC 28144
DIRECTOR2$0
LISA DAVIS
118 S MAIN ST SUITE B, SALISBURY, NC 28144
DIRECTOR2$0
990-PF for the year ended June 30, 2023: 11 people
NameTitleHours / weekCompensation
GREG ALCORN
118 SOUTH MAIN STREET SUITE B, SALISBURY, NC 28144
TREASURER2$0
JUDY GRISSOM
623 N MAIN STREET, DAVIDSON, NC 28036
PRESIDENT2$0
NORMA GOLDMAN
3303 WINGED FOOT DRIVE, SALISBURY, NC 28144
VICE PRESIDE2$0
LOLLIE STREIFF
PO BOX 303, BLOWING ROCK, NC 28605
SECRETARY2$0
KATHY PULLIAM
1060 QUAIL CIRCLE, SALISBURY, NC 28147
DIRECTOR & H2$0
ZEBBIE BONDURANT
1071 LIGHTHOUSE WAY, SALISBURY, NC 28146
DIRECTOR2$0
DA'TARVIA PARRISH
123 HEMLOCK DR, SALISBURY, NC 28147
DIRECTOR2$0
DIANE LABOVITZ
303 MAUPIN AVE, SALISBURY, NC 28144
DIRECTOR2$0
PHYLLIS POST
209 CHURCHILL DR, SALISBURY, NC 28144
DIRECTOR2$0
NICOLE SHERRILL-CORRY
208 W HORAH ST, SALISBURY, NC 28144
DIRECTOR2$0
KATHERINE TASBER-MAIER PHD
405 HURLEY SCHOOL DRIVE, SALISBURY, NC 28147
DIRECTOR2$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
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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-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
Assets (IRS master file)
$351,942
Income (IRS master file)
$128,803

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$40,596$40,624$351,942IRS
990-PFJune 2024$37,903$24,904$352,092XML
990-PFJune 2023$37,892$27,626$339,261XML
990-PFJune 2022–––IRS
990-PFJune 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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