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 | $373,147,584 | $313,662,053 | $296,657 | $787,263,402 | $640,778,730 |
| FY2023 | 990 | $306,105,547 | $273,448,160 | $272,262 | $680,092,924 | $515,943,232 |
| FY2022 | 990 | $131,849,845 | $124,787,634 | $189,117 | $628,906,384 | $477,953,998 |
| FY2021 | 990 | $269,831,847 | $242,369,504 | $193,974 | $630,339,590 | $512,212,011 |
| FY2020 | 990 | $246,155,885 | $204,145,999 | $328,792 | $599,735,243 | $479,253,789 |
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 68% 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 |
|---|---|---|---|---|
| BURKE PARTNERSHIP FOR ECONOMIC DEVELOPMENTMORGANTON, NC | GENERAL SUPPORT | $15,000 | 2022 | |
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.
| GENERAL SUPPORT |
| $11,750 |
| 2020 |
| BURKE COUNTY CHAMBER OF COMMERCEMORGANTON, NC | GENERAL SUPPORT | $11,500 | 2022 |
| TOWN OF VALDESEVALDESE, NC | GENERAL SUPPORT | $11,000 | 2022 |
| YMCA OF WESTERN NCASHEVILLE, NC | GENERAL SUPPORT | $11,000 | 2023 |
| BLUE RIDGE HEALTHCARE FOUNDATIONMORGANTON, NC | GENERAL SUPPORT | $10,675 | 2022 |
| BURKE SOCCER ASSOCIATION INCRUTHERFORD COLLEGE, NC | GENERAL SUPPORT | $10,000 | 2023 |
| NCSSM FOUNDATIONDURHAM, NC | GENERAL SUPPORT | $10,000 | 2023 |
| YMCA OF WESTERN NORTH CAROLINAASHEVILLE, NC | GENERAL SUPPORT | $10,000 | 2021 |
| YMCA OF WESTERN NCASHEVILLE, NC | GENERAL SUPPORT | $10,000 | 2025 |
| AMERICAN HEART ASSOCIATION INCDES MOINES, IA | GENERAL SUPPORT | $10,000 | 2020 |
| BURKE UNITED CHRISTIAN MINISTRIESMORGANTON, NC | GENERAL SUPPORT | $10,000 | 2025 |
| AMERICAN HEART ASSOCIATIONDALLAS, TX | GENERAL SUPPORT | $10,000 | 2025 |
| YMCA OF WESTERN NORTH CAROLINAASHEVILLE, NC | GENERAL SUPPORT | $10,000 | 2020 |
| BURKE COUNTY CHAMBER OF COMMERCEMORGANTON, NC | GENERAL SUPPORT | $9,000 | 2021 |
| HICKORY CRAWDADSHICKORY, NC | GENERAL SUPPORT | $8,333 | 2023 |
| IMG COLLEGE LLCWINSTONSALEM, NC | APPALACHIAN STATE UNIVERSITY SPONSORSHIP | $8,280 | 2020 |
| BURKE COUNTY UNITED WAYMORGANTON, NC | GENERAL SUPPORT | $7,500 | 2023 |
| BURKE COUNTY CHAMBER COMMERCEMORGANTON, NC | GENERAL SUPPORT | $6,000 | 2023 |
| YMCA OF CATAWBA VALLEY INCHICKORY, NC | GENERAL SUPPORT | $5,900 | 2025 |
| MORGANTON ROTARY CLUBMORGANTON, NC | GENERAL SUPPORT | $5,500 | 2025 |
| BELMONT ABBEY COLLEGEBELMONT, NC | GENERAL SUPPORT | $5,000 | 2025 |
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 202541219349301859
Form 990 · FY2023 · period ending Jun 30, 2023IRS bulk XML
Filing id 202401249349302065
Form 990 · FY2022 · period ending Jun 30, 2022
Filing id 202331219349300543
Form 990 · FY2021 · period ending Dec 31, 2021
Filing id 202243079349301724
Form 990 · FY2020 · period ending Dec 31, 2020
Filing id 202133139349303533
Form 990 · FY2018 · period ending Dec 31, 2018
Filing id 201913049349301431
Form 990 · FY2017 · period ending Dec 31, 2017
Filing id 201833069349301203
Form 990 · FY2016 · period ending Dec 31, 2016
Filing id 201733199349303043
Form 990 · FY2015 · period ending Dec 31, 2015
Filing id 201633209349310263
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.