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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 26-4629547

CAROLINAS FAMILY OFFICE FORUM INC

Tax-exempt · CHAPEL HILL, NC 27517

Financials

$49K$55K2023$60K$53K2024$51K$56K2025
Revenue Expenses · by fiscal year end
Financials of CAROLINAS FAMILY OFFICE FORUM INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-EZ$51,250$56,128-$4,878$31,173$0$31,173
December 31, 2024990-EZ$59,750$53,177$6,573$36,051$0$36,051
December 31, 2023990-EZ$49,000$55,046-$6,046$29,478$0$29,478
Financial details: 990-EZ for the year ended December 31, 2025

Revenue

Membership dues
$51,250

Expenses

Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$51,000
Other expenses
$5,128

Balance sheet and other

Total assets, start of year
$36,051
Total assets, end of year
$31,173
Total liabilities, end of year
$0
Net assets, end of year
$31,173
Cash, savings and investments
$31,173
Gross receipts
$51,250

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-EZ for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
HUNT BROYHILLDIRECTOR, PRESIDENT0.5$0
THERESA GEBHARDTDIRECTOR, SECRETARY, VICE0.5$0
SCOTT MATTEIDIRECTOR, TREASURER0.5$0
990-EZ for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
HUNT BROYHILLDIRECTOR, PRESIDENT0.5$0
THERESA GEBHARDTDIRECTOR, SECRETARY, VICE0.5$0
SCOTT MATTEIDIRECTOR, TREASURER0.5$0
990-EZ for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
HUNT BROYHILLDIRECTOR, PRESIDENT0.5$0
THERESA GEBHARDTDIRECTOR, SECRETARY, VICE0.5$0
SCOTT MATTEIDIRECTOR, TREASURER0.5$0

Address and contacts

Address (IRS master file)
100 WATERFORD PL, CHAPEL HILL, NC 27517-6520
Signed the 990-EZ
COOPER BIERSACH, EXECUTIVE DIRECTOR
Phone
(919) 619-4247
Return prepared by
FROST PLLC

Mission

TO PROMOTE AND IMPROVE THE MANAGEMENT OF FAMILY WEALTH BY PROVIDING AN ENVIRONMENT WHERE INDIVIDUALS CAN LEARN AND OBTAIN A GREATER UNDERSTANDING OF THE UNIQUE ISSUES AND CHALLENGES ASSOCIATED WITH FAMILY WEALTH MANAGEMENT AND HOW TO ADDRESS THEM.

990-EZ for the year ended December 31, 2025

Program accomplishments

  • TUESDAY, JAN. 28, 2025, 8:30 AM -3:00 PM, MEMBER MEETING IN HICKORY, NC - TOPIC - OPERATIONS AND TAX
  • TUESDAY, APRIL 29, 2025, 8:30 AM - 3:00 PM, MEMBER MEETING IN CHAPEL HILL, NC - TOPIC - INVESTING TO STIMULATE REGIONAL ECONOMIC GROWTH
  • TUESDAY, SEPTEMBER 30, 2025 8:30 AM - 3:00 PM, MEMBER MEETING IN BLOWING ROCK, NC - TOPIC - EDUCATION & NEXT GENERATION EDUCATION - VISIT FROM APP STATE CHANCELLOR

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-EZ on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

File the 2026 990-EZ for CAROLINAS FAMILY OFFICE FORUM INC

Due May 17, 2027 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
26-4629547
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
2009
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$31,173
Income (IRS master file)
$51,250

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2025$51,250$56,128$31,173XML
990-EZDecember 2024$59,750$53,177$36,051IRS
990-EZDecember 2023$49,000$55,046$29,478XML
990-EZDecember 2022–––IRS
990-EZDecember 2021–––IRS
990-EZDecember 2020–––IRS
990-EZDecember 2019–––IRS
990-EZDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 26-4629547).

Questions about CAROLINAS FAMILY OFFICE FORUM INC

What is the EIN of CAROLINAS FAMILY OFFICE FORUM INC?
The employer identification number (EIN) of CAROLINAS FAMILY OFFICE FORUM INC is 26-4629547.
Is CAROLINAS FAMILY OFFICE FORUM INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2009.
Are donations to CAROLINAS FAMILY OFFICE FORUM INC tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does CAROLINAS FAMILY OFFICE FORUM INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of CAROLINAS FAMILY OFFICE FORUM INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CAROLINAS FAMILY OFFICE FORUM INC last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
Who are the officers and directors of CAROLINAS FAMILY OFFICE FORUM INC?
The 990-EZ for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does CAROLINAS FAMILY OFFICE FORUM INC have?
On its 990-EZ for the year ended December 31, 2025 it reported revenue of $51,250, expenses of $56,128 and total assets of $31,173 at year end.

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