Public charity
RUTHERFORDTON, NCEIN
This organization files Form 990, which has no section for application policy. Its filings cannot say either way.
The latest filing we hold carries no statement about applications. That is not the same as closed: public-charity Form 990s have no field for it, and many foundations leave the section blank.
Grants paid by year
Total assets by year
Where the money went · FY2025
Form 990 splits expenses into program services, management and fundraising. The split is self-reported, and a grantmaker, a research institute and a direct-service nonprofit book the same work differently. A line the return does not carry reads "not available"; it is never counted as zero.
| Year | Form | Revenue | Expenses | Grants paid | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2025 | 990 | $13,730,688 | $11,938,747 | $0 | $10,209,723 | −$3,868,232 |
| FY2023 | 990 | $9,329,665 | $8,606,495 | $0 | $8,977,389 | −$3,996,711 |
| FY2022 | 990 | $8,884,634 | $7,493,020 | $0 | $5,671,073 | −$4,672,794 |
| FY2021 | 990 | $7,974,700 | $6,690,430 | $0 | $4,819,836 | −$6,065,116 |
| FY2020 | 990 | $6,940,900 | $7,026,557 | $0 | $3,971,311 | −$7,349,431 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 100% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| Socrates Academy Foundation IncMatthews, NC | 0 | Not available | 2025 |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lena Bakis | Business Manager | 40.00 | $42,508 |
| Vanessa Morgan | Asst Business Mgr | 40.00 | $40,110 |
| John Couchell | President | 2.00 | $0 |
| Despina Koumantarous | Treasurer |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| 2.00 |
| $0 |
| Antonis Stylianou | V President | 2.00 | $0 |
| Zoi Philippakos | Member | 2.00 | $0 |
| Dr Premkumar Pugalenthi | Member | 2.00 | $0 |
| Klea Miho | Member | 2.00 | $0 |
| Vanessa Baker | Principal | 40.00 | $102,373 |
| Brenda Bilal | Member | 2.00 | $0 |
| Janis Dellinger-Holton | Member | 2.00 | $0 |
| Ryan Leak | Secretary | 2.00 | $0 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990 · FY2024 · period ending Jun 30, 2024IRS bulk XML
Filing id 202531219349301138
Form 990 · FY2023 · period ending Jun 30, 2023IRS bulk XML
Filing id 202441219349301014
Form 990 · FY2022 · period ending Jun 30, 2022
Filing id 202301299349302995
Form 990 · FY2021 · period ending Jun 30, 2021
Filing id 202220759349300712
Form 990 · FY2020 · period ending Jun 30, 2020
Filing id 202140829349300839
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.