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Nonprofit · EIN 56-6034567

JAMES E & MARY Z BRYAN FOUNDATION

Tax-exempt · RALEIGH, NC 27626

Financials

$894K$491K2022$860K$702K2023$489K$760K2024
Revenue Expenses · by fiscal year end
Financials of JAMES E & MARY Z BRYAN FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$488,722$759,708-$270,986$5,718,434$0$5,718,434
June 30, 2024990-PF$859,953$702,137$157,816$5,989,812$0$5,989,812
June 30, 2023990-PF$894,080$490,764$403,316$5,833,786$0$5,833,786
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Dividends
$179,680
Interest
$4,442
Net gain from sales of assets
$301,973
Other income
$2,627

Expenses

Grants and similar amounts paid
$700,000
Compensation of officers, directors and key employees
$46,822
Disbursements for charitable purposes
$700,723
Excise tax on investment income
$6,045

Balance sheet and other

Total assets, start of year
$5,989,812
Total assets, end of year
$5,718,434
Total liabilities, end of year
$0
Net assets, end of year
$5,718,434
Fair market value of assets
$13,969,253
Qualifying distributions
$700,723
Net investment income
$485,800

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-PF for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
FIRST CITIZENS BANK
PO BOX 29522, Raleigh, NC 27626
TRUSTEE1$46,822
William H Bryan
PO BOX 29522, Raleigh, NC 27626
PRESIDENT1$0
James M Kee Zealy JR
PO BOX 29522, Raleigh, NC 27626
VICE PRESIDENT1$0
Frank Holding JR
PO BOX 29522, Raleigh, NC 27626
SECRETARY1$0
990-PF for the year ended June 30, 2024: 4 people
NameTitleHours / weekCompensation
FIRST CITIZENS BANK
PO BOX 29522, Raleigh, NC 27626
TRUSTEE1$48,968
William H Bryan
PO BOX 29522, Raleigh, NC 27626
PRESIDENT1$0
James M Kee Zealy JR
PO BOX 29522, Raleigh, NC 27626
VICE PRESIDENT1$0
Frank Holding JR
PO BOX 29522, Raleigh, NC 27626
SECRETARY1$0
990-PF for the year ended June 30, 2023: 4 people
NameTitleHours / weekCompensation
FIRST CITIZENS BANK
PO BOX 29522, Raleigh, NC 27626
TRUSTEE1$41,346
William H Bryan
PO BOX 29522, Raleigh, NC 27626
PRESIDENT1$0
James M Kee Zealy JR
PO BOX 29522, Raleigh, NC 27626
VICE PRESIDENT1$0
Frank Holding JR
PO BOX 29522, Raleigh, NC 27626
SECRETARY1$0

Address and contacts

Address (IRS master file)
PO BOX 29522, RALEIGH, NC 27626-0522
In care of
% FIRST CITIZENS BANK TRUST DEPT
Signed the 990-PF
LOUIS VALKER, DIRECTOR
Phone
(919) 716-2669
Return prepared by
ERNST & YOUNG US LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
56-6034567
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1959
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$5,718,434
Income (IRS master file)
$3,504,305

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$488,722$759,708$5,718,434XML
990-PFJune 2024$859,953$702,137$5,989,812XML
990-PFJune 2023$894,080$490,764$5,833,786XML
990-PFJune 2022–––IRS
990-PFJune 2021–––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 56-6034567).

Questions about JAMES E & MARY Z BRYAN FOUNDATION

What is the EIN of JAMES E & MARY Z BRYAN FOUNDATION?
The employer identification number (EIN) of JAMES E & MARY Z BRYAN FOUNDATION is 56-6034567.
Is JAMES E & MARY Z BRYAN FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1959.
Are donations to JAMES E & MARY Z BRYAN FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JAMES E & MARY Z BRYAN FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of JAMES E & MARY Z BRYAN FOUNDATION due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JAMES E & MARY Z BRYAN FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of JAMES E & MARY Z BRYAN FOUNDATION?
The 990-PF for the year ended June 30, 2025 lists 4 people; 1 received compensation from the organization, the highest $46,822 (FIRST CITIZENS BANK, TRUSTEE).
How much revenue does JAMES E & MARY Z BRYAN FOUNDATION have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $488,722, expenses of $759,708 and total assets of $5,718,434 at year end.

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