Helen S and Julius L Goldman
Helen S and Julius L Goldman is a Form 990-PF (a private foundation) based in Salisbury, North Carolina. Its giving includes educational scholarships, with the foundation’s website describing the Goldman Scholarship as supporting women and girls’ education.
Helen S and Julius L Goldman at a glance
In short: Helen S and Julius L Goldman gave $37K across 12 grants in 2025 (avg $3K), mostly in North Carolina. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $36,850
- +73.4% vs 2024
- Grants made (2025)
- 12
- +20.0% vs 2024
- Average grant
- $3,071
- +44.5% vs 2024
- Median grant
- $3,500
- Total assets
- $351,942
- -0.0% vs 2024
- Primary geography
- North Carolina (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to Helen S and Julius L Goldman
- How to Apply
-
The 2024 filing says application forms are available upon request. It restricts awards to females who reside and/or work in Rowan County, North Carolina. The website says female high school seniors in Rowan-Salisbury schools should contact their high school counselor.
- Review Cycle
- The 2024 filing lists April 1 of each year. The April 1, 2026 deadline is past.
- Deadline
- The 2024 filing lists April 1 of each year.
- Contact
Application contact: Diane Labovitz
Mailing address: 303 Maupin Ave, Salisbury, NC 28144
Phone: (704) 232-5015
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Helen S and Julius L Goldman funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Brida Wembolua - Uncg ($4K). Together the top 3 received $8K.
Organizations only. It also paid 9 individual scholarships ($28,450), which are not listed by name.
Grant Size Distribution
45 grants across all recorded years
The most common grant size was under $50K: 45 grants of 45 (100%).
Geographic Focus
Where this funder awards grants
All grant dollars reported for 2025 went to recipients in North Carolina. The 2024 filing states that awardees must be female and reside and/or work in Rowan County, North Carolina. The website’s scholarship information refers to female high school seniors in Rowan-Salisbury schools.
Grant Distribution by State
Share of 2025 grant dollars across all 12 itemized grants.
States
Cities
How Helen S and Julius L Goldman gives
- Giving grew 163% from 2022 to 2025. Method
- In 2025 it paid out 149% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $6K (2021) to $37K (2025). In 2025 it made 12 grants totaling $37K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 9 individual scholarships Recipients not named | — | $28,450 |
| Brida Wembolua - Uncg Rockwell, NC | Education Scholarship Uncg | $4,200 |
| Rodina Eliwa - UNC Chapel Hill Salisbury, NC | Education Scholarship UNC Chapelhill | $2,100 |
| Isabella Ramsey - App State Boone, NC | Education Scholarship App State | $2,100 |
Ready to take the next step with Helen S and Julius L Goldman?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $351,942 | $40,596 | $40,624 | $36,850 | 12 | $36,850 | $8,931 | $24,785 |
| 2024 | $352,092 | $37,903 | $24,904 | $21,250 | 10 | $21,250 | $8,800 | $24,659 |
| 2023 | $339,261 | $37,892 | $27,626 | $24,300 | 8 | $24,300 | $8,777 | $23,165 |
| 2022 | $329,804 | $36,772 | $17,531 | $14,000 | 8 | $14,000 | $11,423 | $24,257 |
| 2021 | $310,711 | $9,709 | $8,503 | $6,250 | 7 | — | $10,639 | $22,397 |
Under IRS private-foundation payout rules, Helen S and Julius L Goldman reported a distributable amount of $25K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The foundation’s scholarship policies state that funds support educational scholarships and other activities consistent with the AAUW mission toward education for women and girls. The website describes scholarship options that include one-year and four-year awards for graduating high school seniors.
Grantmaking
In 2025, the foundation reported 12 grants totaling $36,850. Awards ranged from $1,500 to $5,250, with a median of $3,500. The filing lists scholarships for study at North Carolina universities, including UNC Chapel Hill, UNCG, Western Carolina University, NC State, UNC Charlotte, Appalachian State, and UNC Wilmington. These were grants to individual recipients, not grants to the named educational institutions.
The 2024 filing states that the foundation does not restrict giving to preselected organizations. It lists application forms as available upon request and identifies Diane Labovitz as the contact for the application process. The website separately directs female high school seniors in Rowan-Salisbury schools to contact their high school counselor.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Greg Alcorn as treasurer, Zebbie Bondurant as president, Kathy Pulliam as secretary, and Lollie Streiff as vice president. It also lists Diane Labovitz, Norma Goldman, Da'Tarvia Parrish, Phyllis Post, Catrelia Hunter, and Bessie Hutchins as directors.
Helen S and Julius L Goldman is led by Zebbie Bondurant, President since 2024 (on filings since 2021); none of the 11 officers listed in 2025 report compensation.
Officers on the 2025 filing
Zebbie Bondurant
President
Director → President, 2024
On filings since 2021
2 hrs/week
No compensation reported
Da'tarvia Parrish
Director
On filings since 2021
2 hrs/week
No compensation reported
Diane Labovitz
Director & Sch
Director → Director & Sch, 2024
On filings since 2021
2 hrs/week
No compensation reported
Judy Grissom
Director
President → Director, 2025
On filings since 2021
2 hrs/week
No compensation reported
Norma Goldman
Director
Vice President → Director, 2024
On filings since 2021
2 hrs/week
No compensation reported
Phyllis Post
Director
On filings since 2021
2 hrs/week
No compensation reported
Catrelia Hunter
Director
On filings since 2024
2 hrs/week
No compensation reported
Bessie Hutchins
Director
New on the 2025 filing
2 hrs/week
No compensation reported
Greg Alcorn
Treasurer
On filings since 2021
2 hrs/week
No compensation reported
Kathy Pulliam
Secretary
Director & H → Secretary, 2024
On filings since 2021
2 hrs/week
No compensation reported
Lollie Streiff
Vice President
Secretary → Vice President, 2024
On filings since 2021
2 hrs/week
No compensation reported
Former officers (3)
- Former: Lisa Davis (2021–2024) — Director
- Former: Nicole Sherrill-Corry (2021–2023) — Director
- Former: Katherine Tasber-Maier PhD (2022–2023) — Director
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Helen S and Julius L Goldman
How much does Helen S and Julius L Goldman give each year?
Helen S and Julius L Goldman gave $37K across 12 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $21K across 10 grants.
What is Helen S and Julius L Goldman's typical grant size?
Helen S and Julius L Goldman's median grant in 2025 was $3,500, and its average grant was $3,071, across 12 grants on its 2025 IRS Form 990-PF.
Where does Helen S and Julius L Goldman give grants?
Helen S and Julius L Goldman gives mostly in North Carolina: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does Helen S and Julius L Goldman give general operating support?
Not in 2025: none of the 12 grants with a stated purpose on Helen S and Julius L Goldman's 2025 IRS Form 990-PF were described as general or operating support.
Who are Helen S and Julius L Goldman's largest grantees?
Helen S and Julius L Goldman's largest 2025 grantees include Brida Wembolua - Uncg ($4,200), Rodina Eliwa - UNC Chapel Hill ($2,100) and Isabella Ramsey - App State ($2,100), according to its 2025 IRS Form 990-PF. It also paid 9 individual scholarships ($28,450), which are not listed by name. Together they received 23% of its itemized 2025 grant dollars.
How large is Helen S and Julius L Goldman?
Helen S and Julius L Goldman reported $352K in total assets on its 2025 IRS Form 990-PF. It paid out $37K in qualifying distributions that year, against a required minimum of $25K (roughly 5% of its investment assets).
What does Helen S and Julius L Goldman fund?
The foundation’s scholarship policies state that funds support educational scholarships and other activities consistent with the AAUW mission toward education for women and girls. The website describes scholarship options that include one-year and four-year awards for graduating high school seniors. See mission & focus areas ↑
How do I apply for a grant from Helen S and Julius L Goldman?
The 2024 filing says application forms are available upon request. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Helen S and Julius L Goldman's EIN?
Helen S and Julius L Goldman's EIN (Employer Identification Number) is 56-1941869. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 24, 2024)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- IRS filings on file for fiscal years 2021–2024
Explore Open Grants
Browse active grant opportunities in Helen S and Julius L Goldman's focus areas in our free grants database
Similar Funders
Similar funders in North Carolina
State Employees Credit Union Foundation
Raleigh, NC
The foundation funds capital projects, regional or statewide programs, and organizational capacity building that strengthen North Carolina communities; it favors projects with broad or replicable impact and does not fund operating budgets or shortfalls. Its 2025 grants ranged from $1,250 to $1 million, with a median of $2,500. Applications are accepted at any time and typically reviewed semiannually.
Assets
$61.0M
Grants
1,806
Total Given
$17.4M
Foundation for the Carolinas
Charlotte, NC
Foundation For The Carolinas funds education and youth development, environmental and wildlife work, health and human services, and animal welfare, with a reported median grant of $25,000 in 2024. Its competitive programs focus on Charlotte-Mecklenburg, the Carolinas, and specific local communities, while donor-advised funds may support eligible nonprofits more broadly; it accepts applications for some competitive grants, but most grants are recommended by fund advisors and have no application process.
Assets
$3.9B
Grants
1,605
Total Given
$609.1M
Dogwood Health Trust
Asheville, NC
Dogwood Health Trust funds work in housing, education, economic opportunity, and health and wellness that improves wellbeing in Western North Carolina, including its 18 counties and the Qualla Boundary. Its 2024 grants ranged from $2,000 to $21 million, with a median of $37,500; application requirements vary by funding opportunity.
Assets
$2.0B
Grants
835
Total Given
$148.2M
The Winston-Salem Foundation
Winston-Salem, NC
The Winston-Salem Foundation funds charitable organizations serving Forsyth County, North Carolina, across areas including education, housing, economic opportunity, civic engagement, arts, health, and human services. Its 2024 median grant was $25,000; specific programs offer grants ranging from small grants of up to $2,000 to capital grants of up to $100,000. The profile describes application-based programs but does not state whether unsolicited requests are accepted.
Assets
$630.1M
Grants
823
Total Given
$90.4M
North Carolina Community Foundation Inc
Raleigh, NC
The North Carolina Community Foundation supports charitable organizations and community programs in areas such as human services, education, youth development, health, food and nutrition, and the arts. Its typical grant was $15,000 in 2025; it serves communities statewide, with an emphasis on rural North Carolina, and accepts applications through specific affiliate, giving-circle, and other grant programs.
Assets
$569.1M
Grants
732
Total Given
$30.6M
Triangle Community Foundation Inc
Durham, NC
The foundation supports nonprofits in cultural arts, education and youth, nonprofit capacity building, and sustainable communities, with grants also benefiting fields such as health, conservation, and human services. Its 2025 grants had a median of $20,000 and ranged from about $5,000 to $1.39 million; it primarily serves Durham, Orange, Wake, and Chatham Counties in North Carolina. It accepts applications for competitive discretionary programs during open grant cycles; donor-advised fund grants are also made.
Assets
$335.8M
Grants
599
Total Given
$26.7M
More similar funders
More Funders in North Carolina
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Helen S and Julius L Goldman's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Helen S and Julius L Goldman down — hundreds of funders to go?