The Thomas B and Robertha K
The Thomas B and Robertha K is a private foundation based in New Bern, North Carolina. Its 2025 filing reports grants to charitable organizations and individual recipients, with most grant dollars going to recipients in North Carolina.
The Thomas B and Robertha K at a glance
In short: The Thomas B and Robertha K gave $198K across 26 grants in 2025 (avg $8K), mostly in North Carolina. 54% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $197,900
- +26.7% vs 2024
- Grants made (2025)
- 26
- -10.3% vs 2024
- Average grant
- $7,612
- +41.3% vs 2024
- Median grant
- $1,000
- Total assets
- $4,549,185
- +6.1% vs 2024
- New grantees (estimate)
- 54% first-time grantees (13 of 24, 2025; small sample)
- Primary geography
- North Carolina (96% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Thomas B and Robertha K
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: Post Office Box 1169, New Bern, NC 28563
Phone: (252) 638-2728
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Thomas B and Robertha K funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Bradham's Legacy ($135K). Together the top 10 received $185K.
Organizations only. It also paid 1 grant to individuals ($5,000), which are not listed by name.
Grant Size Distribution
136 grants across all recorded years
The most common grant size was under $50K: 131 grants of 136 (96%).
Geographic Focus
Where this funder awards grants
In 2025, 96% of grant dollars went to recipients in North Carolina, 3% to Virginia, and 1% to Delaware. The filing also lists recipients in Colorado and New York, each accounting for 0% of grant dollars.
Grant Distribution by State
Share of 2025 grant dollars across all 26 itemized grants.
States
Cities
Is The Thomas B and Robertha K open to new grantees?
54%
first-time grantees, 2025
In 2025, 13 of 24 grantees (54%) were first-time recipients. With only 24 grantees, that is a small sample: one grantee more or less moves the share by about 4 points. First grants averaged $2K; repeat grants $15K. How we count
Medians: $500 first-time, $2K repeat.
- 42% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−3%). Method
- In 2025 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $145K (2019) to $203K (2022). In 2025 it made 26 grants totaling $198K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Bradham's Legacy New Bern, NC | Historic Preservation | $135,000 |
| Christ Episcopal Church New Bern, NC | Religious Aid | $20,000 |
| Tryon Palace Historic Sites & Garde New Bern, NC | Historic Culture Preservation | $11,000 |
| Public Radio East New Bern, NC | Educational Enhancement Through Medi | $5,000 |
| 1 grant to individuals Recipients not named | — | $5,000 |
| Religious Community Services New Bern, NC | Assist Indigent Families | $3,000 |
| St Andrew's School Middletown, DE | Educational Assistance | $2,500 |
| Craven County College Foundation New Bern, NC | Educational Assistance | $2,500 |
| Colonial Capital Humane Society New Bern, NC | Assist Abandoned Animals | $2,000 |
| Western Carolina Community Foundati Asheville, NC | Assist Indigent Families | $2,000 |
Ready to take the next step with The Thomas B and Robertha K?
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 | $4,549,185 | $262,999 | $224,594 | $197,900 | 26 | $199,831 | $238,236 | $211,877 |
| 2024 | $4,289,256 | $290,261 | $179,981 | $156,248 | 29 | $158,204 | $268,484 | $194,356 |
| 2023 | $3,565,837 | $35,838 | $172,268 | $152,346 | 25 | $154,222 | $18,646 | $158,109 |
| 2022 | $2,927,528 | $104,463 | $223,664 | $203,284 | 30 | $205,376 | $86,175 | $154,438 |
| 2021 | $4,169,676 | $201,296 | $184,143 | $159,388 | 26 | $161,325 | $178,478 | $205,221 |
| 2020 | $3,982,899 | $103,735 | $171,001 | $152,485 | 25 | — | $85,544 | $160,481 |
| 2019 | $3,193,270 | $137,494 | $165,888 | $145,025 | 24 | — | $120,488 | $152,053 |
Under IRS private-foundation payout rules, The Thomas B and Robertha K reported a distributable amount of $212K 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 available information does not state the foundation’s mission. Its 2025 grants included support for historic preservation and culture, religious aid, education and arts, assistance to indigent families, animal welfare, and environmental awareness.
Some grantees describe their own work as follows: An individual recipient says it prepares girls for college and productive lives through an educational program grounded in its Episcopal heritage. Tried by Fire Inc says it operates transitional housing for women returning to the community after incarceration. Craven Literacy Council describes its mission as building literacy skills to empower adults and families, and Children’s Hope Alliance says it provides hope, health, and healing for generations.
Grantmaking
In 2025, the foundation made 26 grants totaling $197,900. Grant amounts ranged from $100 to $135,000, with a median of $1,000.
The largest reported grant was $135,000 to Bradham’s Legacy for historic preservation. Other notable grants included $20,000 to Christ Episcopal Church for religious aid, $11,000 to Tryon Palace Historic Sites & Gardens for historic culture preservation, and $5,000 to Public Radio East for educational enhancement through media. The foundation also gave $5,000 to an individual recipient, $3,000 to Religious Community Services to assist indigent families, and $2,500 each to St Andrew’s School and Craven County College Foundation for educational assistance. Other 2025 recipients included Tried by Fire Inc ($1,000), Craven Literacy Council ($250), and Children’s Hope Alliance ($200).
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Katherine C Haroldson as President/SE, Thomas Brooks Coleman III as Vice-President, Sarah B Haroldson as Director, John O Haroldson as Treasurer, and Katherine L Haroldson as Director.
The Thomas B and Robertha K is led by Katherine L. Haroldson, President, Secretary & Director on every filing since 2019; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Katherine L. Haroldson
President, Secretary & Director
On filings since 2019
2 hrs/week
No compensation reported
Sarah B. Haroldson
Director
On filings since 2019
No compensation reported
John O. Haroldson
Treasurer
On filings since 2019
No compensation reported
Thomas Brooks Coleman III
Vice President
On filings since 2019
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "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 The Thomas B and Robertha K
How much does The Thomas B and Robertha K give each year?
The Thomas B and Robertha K gave $198K across 26 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $156K across 29 grants.
What is The Thomas B and Robertha K's typical grant size?
The Thomas B and Robertha K's median grant in 2025 was $1,000, and its average grant was $7,612, across 26 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Thomas B and Robertha K that year got $2K on average.
Where does The Thomas B and Robertha K give grants?
The Thomas B and Robertha K gives mostly in North Carolina: 96% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were New Bern, NC (13 grants) and New York, NY (2 grants).
Does The Thomas B and Robertha K give general operating support?
Not in 2025: none of the 26 grants with a stated purpose on The Thomas B and Robertha K's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Assist Indigent Families" (5 grants), "Educational Assistance" (5 grants) and "Educational Enhancement Through Arts" (4 grants).
Who are The Thomas B and Robertha K's largest grantees?
The Thomas B and Robertha K's largest 2025 grantees include Bradham's Legacy ($135,000), Christ Episcopal Church ($20,000) and Tryon Palace Historic Sites & Garde ($11,000), according to its 2025 IRS Form 990-PF. It also paid 1 grant to individuals ($5,000), which are not listed by name. Together they received 84% of its itemized 2025 grant dollars.
How large is The Thomas B and Robertha K?
The Thomas B and Robertha K reported $4.5M in total assets on its 2025 IRS Form 990-PF. It paid out $200K in qualifying distributions that year, against a required minimum of $212K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does The Thomas B and Robertha K fund?
The available information does not state the foundation’s mission. Its 2025 grants included support for historic preservation and culture, religious aid, education and arts, assistance to indigent families, animal welfare, and environmental awareness. See mission & focus areas ↑
How do I apply for a grant from The Thomas B and Robertha K?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Thomas B and Robertha K's EIN?
The Thomas B and Robertha K's EIN (Employer Identification Number) is 56-2086113. IRS Form 990 filing data is available on this page for 2019–2025.
Does The Thomas B and Robertha K accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
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
- Added Form 990-PF for fiscal year 2019 (received by the IRS August 24, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work The Thomas B and Robertha K funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in The Thomas B and Robertha K's focus areas in our free grants database
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Cite this profile
Grantable. (2026). The Thomas B and Robertha K funder profile. GrantGraph. Retrieved October 19, 2026, from https://grantable.co/funders/the-thomas-b-and-robertha-k-morg_b619b62f4c4f41e08bd7a0a114fdad96
BibTeX
@misc{grantable_562086113_2026,
author = {{Grantable}},
title = {{The Thomas B and Robertha K funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-thomas-b-and-robertha-k-morg_b619b62f4c4f41e08bd7a0a114fdad96},
note = {Accessed 2026-10-19. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The Thomas B and Robertha K'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.
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