United Way of Coastal Carolina Inc logo

United Way of Coastal Carolina Inc

NEW BERN, NC EIN: 56-6017934 Website

SEE SCHEDULE O

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.6M

+21.5% YoY

Annual Giving

$105K

-6.6% YoY

Grant Count

9

-10.0% YoY

Avg Grant Size

$12K

+3.8% YoY

About United Way of Coastal Carolina Inc

Based on IRS filings

United Way of Coastal Carolina Inc is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in NEW BERN, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.6M in total assets. In 2024, it awarded 9 grants totaling $105K. Net investment income was $47.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

AydenBayboroGreenvilleMorehead CityNew Bern

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$612K$1M$2M$2M20202021202220232024
Metric202420232022
Total Assets$1,566,099$1,289,051$1,483,413
Revenue$556,656$542,054$731,357
Expenses$832,909$686,233$834,383
Qualifying Distributions
Net Investment Income$47$98$95
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$40K$79K$119K$159K0 grants202012 grants202112 grants202210 grants20239 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2024

HEARTWORKS CHILDREN'S ME…$16KHOPE CLINIC$15KCATHOLIC CHARITIES - NEW…$15KCRAVEN LITERACY COUNCIL$12KTRUE JUSTICE INTERNATIONAL$11KCARTERET COUNTY DOMESTIC…$10KCOASTAL WOMEN'S SHELTER$10KBOYS & GIRLS CLUB OF THE…$10KMEDITATION CENTER OF EAS…$7K

Grant Size Distribution

43 grants across all recorded years

43<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Heartworks Children's Medical Home Mission ($15,950), Hope Clinic ($14,800), Catholic Charities - New Bern Office ($14,500).

RecipientPurposeAmount
BOYS & GIRLS CLUB OF THE COASTAL PLAIN AYDEN, NCPROJECT LEARN AFTERSCHOOL PROGRAM$9,844
CARTERET COUNTY DOMESTIC VIOLENCE PROGRAM MOREHEAD CITY, NCCRISIS INTERVENTION AND SHELTER PROGRAM$10,000
CATHOLIC CHARITIES - NEW BERN OFFICE NEW BERN, NCSENIOR PHARMACY PROGRAM/FAMILY SELF SUFFICIENCY$14,500
COASTAL WOMEN'S SHELTER NEW BERN, NCSHELTER BASICS PROGRAM$10,000
CRAVEN LITERACY COUNCIL NEW BERN, NCENHANCING LIFE SKILLS THROUGH LITERACY$12,200
HEARTWORKS CHILDREN'S MEDICAL HOME MISSION BAYBORO, NCAFTER SCHOOL PROGRAM$15,950
HOPE CLINIC BAYBORO, NCINDIGENT ADULT MEDICAL CARE$14,800
MEDITATION CENTER OF EASTERN CAROLINA GREENVILLE, NCTEEN COURT$7,000
TRUE JUSTICE INTERNATIONAL NEW BERN, NCASSISTANCE TO TRAFFICKING SURVIVORS$11,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

SANDRA PHELPSEXECUTIVE DIRECTOR$58K

From 2024 filing

NameTitleHoursCompensation
TARA DICKSONBOARD MEMBER2
TONY NORWOODPRESIDENT2
HOLLY TOLSTONSECRETARY2
JERE KERSNARTREASURER2
EMILY ABNERBOARD MEMBER1
BLAIR OWENBOARD MEMBER1
CHUCK DALEBOARD MEMBER1
ANDY DARNELLBOARD MEMBER1
ALETA ORTIZBOARD MEMBER1
JOHNEQUIEL SMITH-GRIFFINBOARD MEMBER1
SANDRA PHELPSEXECUTIVE DIRECTOR40$57,833

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is United Way of Coastal Carolina Inc?

United Way of Coastal Carolina Inc is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in NEW BERN, NC. It holds $1.6M in total assets as of 2024.

How large is United Way of Coastal Carolina Inc?

As of 2024, United Way of Coastal Carolina Inc holds $1.6M in total assets with $557K in annual revenue. It awarded 9 grants totaling $105K in 2024.

Where does United Way of Coastal Carolina Inc operate?

United Way of Coastal Carolina Inc has awarded grants in North Carolina.

What size grants does United Way of Coastal Carolina Inc award?

In 2024, United Way of Coastal Carolina Inc awarded 9 grants totaling $105K — an average of about $12K per grant, based on its IRS Form 990 filings.

What is United Way of Coastal Carolina Inc's EIN?

United Way of Coastal Carolina Inc's EIN (Employer Identification Number) is 56-6017934. IRS Form 990 filing data is available on this page for 2020–2024.

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Related Funders

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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