The Thomas B and Robertha K Coleman

NEW BERN, NC EIN: 56-2086113

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$4.3M

+20.3% YoY

Annual Giving

$156K

+2.6% YoY

Grant Count

29

+16.0% YoY

Avg Grant Size

$5K

-11.6% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$80K$160K$239K$319K20202021202220232024
Metric202420232022
Total Assets$4,289,256$3,565,837$2,927,528
Revenue$290,261$35,838$104,463
Expenses$179,981$172,268$223,664
Qualifying Distributions$158,204$154,222$205,376
Net Investment Income$268,484$18,646$86,175
Distributable Amount$194,356$158,109$154,438

Giving Over Time

Total grant dollars and number of grants per year

$0$51K$102K$152K$203K25 grants202026 grants202130 grants202225 grants202329 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

BRADHAM'S LEGACY$70KTRYON PALACE$27KCHRIST EPISCOPAL CHURCH$20KCHATHAM HALL$10KRELIGIOUS COMMMUNITY SER…$3KWESTERN CAROLINA COMMUNI…$3KST ANDREW'S SCHOOL$3KCRAVEN COMMUNITY COLLEGE$3KFILLING STATION$3KBOYS GIRLS CLUB COASTAL …$3K

Grant Size Distribution

135 grants across all recorded years

130<$50K5$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does The Thomas B and Robertha K Coleman fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
KATHERINE C HAROLDSONPRESIDENT/SECR2
THOMAS BROOKS COLEMAN IIIVICE-PRESIDENT
SARAH B HAROLDSONDirector
JOHN O HAROLDSONTREASURER
KATHERINE L HAROLDSONDirector

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

12states
+4 more states

Cities

AnnapolisAshevilleAydenBostonBozemanBurlingtonChapel HillCharlotteCharlottesvilleChathamCrownsvilleDurhamGreenvilleHendersonvilleJacksonvilleLexingtonMiddletownMorehead CityNew BernNew York

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

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