Helen S and Julius L Goldman
Helen S and Julius L Goldman is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SALISBURY, NC. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $352K in total assets. In 2024, it awarded 10 grants totaling $21K. Net investment income was $9K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$352K
+3.8% YoY
Annual Giving
$21K
-12.6% YoY
Grant Count
10
+25.0% YoY
Avg Grant Size
$2K
-30.0% YoY
Under IRS private-foundation payout rules, Helen S and Julius L Goldman reported a distributable amount of $25K for 2024 — the minimum it must pay out in qualifying distributions.
About Helen S and Julius L Goldman
Based on IRS filings
Helen S and Julius L Goldman is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SALISBURY, NC. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $352K in total assets. In 2024, it awarded 10 grants totaling $21K. Net investment income was $9K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $352,092 | $339,261 | $329,804 |
| Revenue | $37,903 | $37,892 | $36,772 |
| Expenses | $24,904 | $27,626 | $17,531 |
| Qualifying Distributions | $21,250 | $24,300 | $14,000 |
| Net Investment Income | $8,800 | $12,103 | $11,423 |
| Distributable Amount | $24,659 | $23,119 | $24,257 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
33 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Carolina Clark ($2,850), Maranda Smith-crowe ($2,850), Rodina Eliwa - Unc Chapel Hill ($2,600).
| Recipient | Purpose | Amount |
|---|---|---|
| LIZABETH JAIMES-LOPEZ SALISBURY, NC | EDUCATIONAL SCHOLARSHIP, RCCC | $750 |
| VALERIE JORDAN WCU CULLOWHEE, NC | EDUCATION SCHOLARSHIP WCU | $1,750 |
| ABIGAL JAREM NCSU RALEIGH, NC | EDUCATION SCHOLARSHIP, NCSU | $1,750 |
| CAROLINA CLARK SALISBURY, NC | EDUCATIONAL SCHOLARSHIP, APPALACHIAN | $2,850 |
| MARANDA SMITH-CROWE SALISBURY, NC | EDUCATIONAL SCHOLARSHIP, UNCW | $2,850 |
| RODINA ELIWA - UNC CHAPEL HILL SALISBURY, NC | EDUCATION SCHOLARSHIP UNC CHAPELHILL | $2,600 |
| ISABELLA RAMSEY - APP STATE BOONE, NC | EDUCATION SCHOLARSHIP APP STATE | $2,600 |
| BRIDA WEMBOLUA - UNCG ROCKWELL, NC | EDUCATION SCHOLARSHIP UNCG | $2,600 |
| JENNIFER GUZMAN-OCHOA UNCC CHARLOTTE, NC | EDUCATION SCHOLARSHIP UNCC | $1,750 |
| JAI'DA ATKINS UNCG GREENSBORO, NC | EDUCATION SCHOLARSHIP UNCG | $1,750 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| GREG ALCORN | TREASURER | — | — |
| ZEBBIE BONDURANT | PRESIDENT | 2 | — |
| KATHY PULLIAM | SECRETARY | 2 | — |
| LOLLIE STREIFF | VICE PRESIDE | 2 | — |
| DIANE LABOVITZ | DIRECTOR/SCH | 2 | — |
| NORMA GOLDMAN | DIRECTOR | 2 | — |
| DA'TARVIA PARRISH | DIRECTOR | 2 | — |
| PHYLLIS POST | DIRECTOR | 2 | — |
| CATRELIA HUNTER | DIRECTOR | 2 | — |
| LISA DAVIS | DIRECTOR | 2 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Helen S and Julius L Goldman?
Helen S and Julius L Goldman is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SALISBURY, NC. It holds $352K in total assets as of 2024.
How large is Helen S and Julius L Goldman?
As of 2024, Helen S and Julius L Goldman holds $352K in total assets with $38K in annual revenue. It awarded 10 grants totaling $21K in 2024.
Where does Helen S and Julius L Goldman operate?
Helen S and Julius L Goldman has awarded grants in North Carolina.
What size grants does Helen S and Julius L Goldman award?
In 2024, Helen S and Julius L Goldman awarded 10 grants totaling $21K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Helen S and Julius L Goldman required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Helen S and Julius L Goldman reported a distributable amount of $25K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2021–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.