Civic Intelligence

Cole Foundation Trust

EIN 56-6002294 • 501(c)3 • Huntersville, NC

Profile

NONE

13816 Professional Ctr Dr 100Huntersville, NC 28078

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

18th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

38th percentile

-0.1%

Higher net margin than 38% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

38th percentile

-0.0%

Faster asset growth than 38% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

13th percentile

-22%

Faster revenue growth than 13% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$3,477,933

Up $43,338 (+1.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$3,477,933

Up $43,338 (+1.3%) from 2023

Operations
Liabilities / Revenue19th percentileNet Margin38th percentile

Revenue

Up

$264,073

Up $43,601 (+20%) from 2023

Expenses

Up

$220,735

Up $136 (+0.1%) from 2023

Net Income

Up

$43,338

Up $43,465 (+34224%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth38th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,543,104Liabilities 2011: $0Net Assets 2011: $3,543,1042011Assets 2012: $3,481,514Liabilities 2012: $0Net Assets 2012: $3,481,5142012Assets 2013: $3,418,168Liabilities 2013: $0Net Assets 2013: $3,418,1682013Assets 2014: $3,381,814Liabilities 2014: $0Net Assets 2014: $3,381,8142014Assets 2015: $3,336,764Liabilities 2015: $0Net Assets 2015: $3,336,7642015Assets 2016: $3,294,877Liabilities 2016: $0Net Assets 2016: $3,294,8772016Assets 2017: $3,291,020Liabilities 2017: $0Net Assets 2017: $3,291,0202017Assets 2018: $3,339,501Liabilities 2018: $0Net Assets 2018: $3,339,5012018Assets 2019: $3,343,410Liabilities 2019: $0Net Assets 2019: $3,343,4102019Assets 2020: $3,356,528Liabilities 2020: $0Net Assets 2020: $3,356,5282020Assets 2021: $3,394,501Liabilities 2021: $0Net Assets 2021: $3,394,5012021Assets 2022: $3,434,722Liabilities 2022: $0Net Assets 2022: $3,434,7222022Assets 2023: $3,434,595Liabilities 2023: $0Net Assets 2023: $3,434,5952023Assets 2024: $3,477,933Liabilities 2024: $0Net Assets 2024: $3,477,9332024

Highlighted filing

2024

Assets$3,477,933
Liabilities$0
Net Assets$3,477,933
Open 2024 Filing

Operations Trend

Revenue Growth13th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $73,592Expenses 2011: $153,228Net Income 2011: -$79,6362011Revenue 2012: $98,880Expenses 2012: $160,470Net Income 2012: -$61,5902012Revenue 2013: $104,804Expenses 2013: $168,150Net Income 2013: -$63,3462013Revenue 2014: $144,574Expenses 2014: $180,928Net Income 2014: -$36,3542014Revenue 2015: $149,823Expenses 2015: $194,873Net Income 2015: -$45,0502015Revenue 2016: $159,754Expenses 2016: $201,641Net Income 2016: -$41,8872016Revenue 2017: $172,375Expenses 2017: $176,232Net Income 2017: -$3,8572017Revenue 2018: $221,369Expenses 2018: $172,888Net Income 2018: $48,4812018Revenue 2019: $211,293Expenses 2019: $207,384Net Income 2019: $3,9092019Revenue 2020: $214,931Expenses 2020: $201,813Net Income 2020: $13,1182020Revenue 2021: $247,616Expenses 2021: $209,643Net Income 2021: $37,9732021Revenue 2022: $281,376Expenses 2022: $241,155Net Income 2022: $40,2212022Revenue 2023: $220,472Expenses 2023: $220,599Net Income 2023: -$1272023Revenue 2024: $264,073Expenses 2024: $220,735Net Income 2024: $43,3382024

Highlighted filing

2024

Revenue$264,073
Expenses$220,735
Net Income$43,338
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,477,933
Liabilities
$0
Net assets
$3,477,933
Revenue
$264,073
Expenses
$220,735
Net income
$43,338
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.26$0.22$0.04
2023Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.22$0.22$0.00
2022Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.28$0.24$0.04
2021Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.25$0.21$0.04
2020Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.21$0.20$0.01
2019Summary only. Only limited summary data is available for this year.$3.34$0.00$3.34$0.21$0.21$0.00
2018Summary only. Only limited summary data is available for this year.$3.34$0.00$3.34$0.22$0.17$0.05
2017Summary only. Only limited summary data is available for this year.$3.29$0.00$3.29$0.17$0.18$0.00
2016Summary only. Only limited summary data is available for this year.$3.29$0.00$3.29$0.16$0.20$0.04
2015Summary only. Only limited summary data is available for this year.$3.34$0.00$3.34$0.15$0.19$0.05
2014Summary only. Only limited summary data is available for this year.$3.38$0.00$3.38$0.14$0.18$0.04
2013Summary only. Only limited summary data is available for this year.$3.42$0.00$3.42$0.10$0.17$0.06
2012Summary only. Only limited summary data is available for this year.$3.48$0.00$3.48$0.10$0.16$0.06
2011Summary only. Only limited summary data is available for this year.$3.54$0.00$3.54$0.07$0.15$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Mar 24, 2025
Return Version
2023v6.0
Gross Receipts
$370,965
Mission and Program Overview

Mission

NONE

Provide aid to superannuated united methodist ministers of western north carolina. Funds are disbursed monthly for their support to help meet the cost of group health insurance provided through the western north carolina conference of the united methodist church.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$3,434,593$3,477,932▲ $43,339
Cap Stk Tr Prin Current Funds$3,339,501$3,339,501→ $0
Rtn Earn Endowment Incm Other Fnds$95,094$138,432▲ $43,338
Cash and Non-Interest-Bearing Accounts$2$1▼ $1
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$3,434,595$3,477,933▲ $43,338
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,434,595$3,477,933▲ $43,338
Total Liabilities and Net Assets / Fund Balance$3,434,595$3,477,933▲ $43,338

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$3,477,932--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$3,434,593-▲ $264,074-$3,477,932
2022$3,434,721-▲ $220,471-$3,434,593
2021$3,394,500-▲ $281,376-$3,434,721
2020$3,356,527-▲ $247,616-$3,394,500
2019$3,343,409$56▲ $214,875-$3,356,527
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
R Tony OrsbonTrustee
Rebecca DouglasTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$264,073
Other Revenue
$0
Change in Net Assets
$43,338
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$188,417
Other Expenses$32,318
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$188,417--$188,417
Fees for Service Investment Mgmnt Fees-$32,318-$32,318
Total Functional Expenses$188,417$32,318$0$220,735
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Western Nc Conference United Methodist ChurchHuntersville, NC501(c)(3)-churchHealth Benefits$188,417
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The cole foundation provides a completed copy of this return to r. Anthony orsbon, trustee, for his review before signing and filing.”

Form 990, Part VI, Section C, Line 19

“The cole foundation makes its records, including governing documents and tax returns, available to the public through the united methodist foundation of western north carolina, inc. Located at 13816 professional center dr., ste 100, huntersville, nc 28078.”

Filing and Contact Details

Filer

Filer Name
Cole Foundation Trust
EIN
56-6002294
Phone
8884501956
Address
13816 PROFESSIONAL CTR DR 100, HUNTERSVILLE, NC 28078

Signing Officer

Name
R Anthony Orsbon
Title
Trustee
Phone
8884501956
Signed
2025-03-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
R Anthony Orsbon
Formed
1994
Legal Domicile
Nc
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Firm
United Methodist Fdn of Western Nc Inc
Address
13816 PROFESSIONAL CTR DR STE 100, HUNTERSVILLE, NC 28078
Preparer
Bradley S Crossley CPA
Phone
7048173990
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“These endowment funds are used to supplement the health benefits provided to retired united methodist ministers of the western north carolina conference of the united methodist church.”

Raw XML AppendixShowing 400 of 405 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/ActivityOrMissionDesc0PROVIDE AID TO SUPERANNUATED UNITED METHODIST MINISTERS OF WESTERN NORTH CAROLINA. FUNDS ARE DISBURSED MONTHLY FOR THEIR SUPPORT TO HELP MEET THE COST OF GROUP HEALTH INSURANCE PROVIDED THROUGH THE WESTERN NORTH CAROLINA CONFERENCE OF THE UNITED METHODIST CHURCH.
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IRS990/GainOrLossGrp/SecuritiesAmt0113842
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantAmt0188417
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0188417
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0220734
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE COLE FOUNDATION REVIEWS THE ANNUAL REPORTING OF THE GRANT RECIPIENT, THE WESTERN NORTH CAROLINA CONFERENCE OF THE UNITED METHODIST CHURCH THROUGH THE JOURNAL PREPARED BY THE CONFERENCE NOTING THE AMOUNT OF THE GRANT RECEIVED AND HOW IT WAS APPLIED. THIS REPORT IS AVAILABLE TO ALL MEMBERS OF THE WESTERN NORTH CAROLINA ANNUAL METHODIST CONFERENCE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt06191424
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt05465333
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt06191424
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt05465333
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt092871
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt081980
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt06098553
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt05383353
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0213449
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0188417
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt06191424
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt05465333
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0213449
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0188417
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd00
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0188417
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0WESTERN NC CONFERENCE UMC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0188417
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt032318
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03434593
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt03477932
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0188417
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0264074
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt026916
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03434721
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt03434593
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0193683
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0220471
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt028719
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03394500
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03434721
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0212436
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0281376
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt032256
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03356527
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03394500
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0177387
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0247616
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt027486
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt03343409
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt056
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03356527
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0174327
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0214875
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt03477932
IRS990ScheduleD/OtherSecuritiesGrp/Desc0UNITED METHODIST FOUNDATION OF WESTERN NC - DIVERSIFIED FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THESE ENDOWMENT FUNDS ARE USED TO SUPPLEMENT THE HEALTH BENEFITS PROVIDED TO RETIRED UNITED METHODIST MINISTERS OF THE WESTERN NORTH CAROLINA CONFERENCE OF THE UNITED METHODIST CHURCH.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt03477932
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0188417
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)-CHURCH
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0HEALTH BENEFITS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0WESTERN NC CONFERENCE UNITED METHODIST CHURCH
IRS990ScheduleI/RecipientTable/RecipientEIN0566001441
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 2757
IRS990ScheduleI/RecipientTable/USAddress/CityNm0HUNTERSVILLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd028070
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE COLE FOUNDATION REVIEWS THE ANNUAL REPORTING OF THE GRANT RECIPIENT, THE WESTERN NORTH CAROLINA CONFERENCE OF THE UNITED METHODIST CHURCH THROUGH THE JOURNAL PREPARED BY THE CONFERENCE NOTING THE AMOUNT OF THE GRANT RECEIVED AND HOW IT WAS APPLIED. THIS REPORT IS AVAILABLE TO ALL MEMBERS OF THE WESTERN NORTH CAROLINA ANNUAL METHODIST CONFERENCE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE COLE FOUNDATION PROVIDES A COMPLETED COPY OF THIS RETURN TO R. ANTHONY ORSBON, TRUSTEE, FOR HIS REVIEW BEFORE SIGNING AND FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE COLE FOUNDATION MAKES ITS RECORDS, INCLUDING GOVERNING DOCUMENTS AND TAX RETURNS, AVAILABLE TO THE PUBLIC THROUGH THE UNITED METHODIST FOUNDATION OF WESTERN NORTH CAROLINA, INC. LOCATED AT 13816 PROFESSIONAL CENTER DR., STE 100, HUNTERSVILLE, NC 28078.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03434595
IRS990/TotalAssetsEOYAmt03477933
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IRS990/TotalAssetsGrp/EOYAmt03477933
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt032318
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0188417
IRS990/TotalFunctionalExpensesGrp/TotalAmt0220735
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03434595
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IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0188417
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0264073
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03434595
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IRS990/TotReportableCompRltdOrgAmt00
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IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04201 CONGRESS ST STE 110
IRS990/USAddress/CityNm0CHARLOTTE
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IRS990/USAddress/ZIPCd028209
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0R ANTHONY ORSBON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08884501956
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COLE FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0COLE
ReturnHeader/Filer/EIN0566002294
ReturnHeader/Filer/PhoneNum08884501956
ReturnHeader/Filer/USAddress/AddressLine1Txt013816 PROFESSIONAL CTR DR 100
ReturnHeader/Filer/USAddress/CityNm0HUNTERSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028078
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0566088754
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0UNITED METHODIST FDN OF WESTERN NC INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt013816 PROFESSIONAL CTR DR STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HUNTERSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028078
ReturnHeader/PreparerPersonGrp/PhoneNum07048173990
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY S CROSSLEY CPA

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