Nonprofit · EIN 56-6235902
SPIVEY SCHOLARSHIP TRUST
Tax-exempt · RALEIGH, NC 27626
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $47,265 | $55,499 | -$8,234 | $637,579 | $0 | $637,579 |
| November 30, 2024 | 990-PF | $45,446 | $46,269 | -$823 | $646,423 | $0 | $646,423 |
| November 30, 2023 | 990-PF | -$2,838 | $50,344 | -$53,182 | $647,392 | $0 | $647,392 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Dividends
- $19,807
- Interest
- $787
- Net gain from sales of assets
- $26,671
Expenses
- Grants and similar amounts paid
- $45,986
- Compensation of officers, directors and key employees
- $7,500
- Disbursements for charitable purposes
- $45,986
- Excise tax on investment income
- $535
Balance sheet and other
- Total assets, start of year
- $646,423
- Total assets, end of year
- $637,579
- Total liabilities, end of year
- $0
- Net assets, end of year
- $637,579
- Fair market value of assets
- $805,531
- Qualifying distributions
- $45,986
- Net investment income
- $47,223
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST CITIZENS BANK PO BOX 29522, RALEIGH, NC 27626 | TRUSTEE | 1 | $7,500 |
990-PF for the year ended November 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST CITIZENS BANK PO BOX 29522, RALEIGH, NC 27626 | TRUSTEE | 1 | $7,500 |
990-PF for the year ended November 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST CITIZENS BANK PO BOX 29522, RALEIGH, NC 27626 | TRUSTEE | 1 | $7,500 |
Address and contacts
- Address (IRS master file)
- PO BOX 29522, RALEIGH, NC 27626-0522
- Signed the 990-PF
- LOUIS VALKER, TRUSTEE
- Phone
- (919) 755-7148
- 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 November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 56-6235902
- 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
- 1985
- Accounting year ends
- November
- Files
- Form 990-PF
- Assets (IRS master file)
- $637,579
- Income (IRS master file)
- $433,721
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $47,265 | $55,499 | $637,579 | XML |
| 990-PF | November 2024 | $45,446 | $46,269 | $646,423 | XML |
| 990-PF | November 2023 | -$2,838 | $50,344 | $647,392 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | 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 56-6235902).
Questions about SPIVEY SCHOLARSHIP TRUST
- What is the EIN of SPIVEY SCHOLARSHIP TRUST?
- The employer identification number (EIN) of SPIVEY SCHOLARSHIP TRUST is 56-6235902.
- Is SPIVEY SCHOLARSHIP TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to SPIVEY SCHOLARSHIP TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SPIVEY SCHOLARSHIP TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SPIVEY SCHOLARSHIP TRUST due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SPIVEY SCHOLARSHIP TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of SPIVEY SCHOLARSHIP TRUST?
- The 990-PF for the year ended November 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $7,500 (FIRST CITIZENS BANK, TRUSTEE).
- How much revenue does SPIVEY SCHOLARSHIP TRUST have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $47,265, expenses of $55,499 and total assets of $637,579 at year end.
Other nonprofits in RALEIGH
- STATE CHARTERED CREDIT UNIONS INC EIN 56-0475645 · last filed 990 for 2025
- WAKEMED EIN 56-6017737 · last filed 990 for 2025
- REX HOSPITAL INC EIN 56-1509260 · last filed 990 for 2025
- NORTH CAROLINA ELECTRIC MEMBERSHIP CORPORATION EIN 56-0995910 · last filed 990 for 2025
- NORTH CAROLINA INSURANCE EIN 23-7102759 · last filed 990 for 2025
- NC STATE INVESTMENT FUND INC EIN 31-1607634 · last filed 990 for 2025
- NORTH CAROLINA JOINT UNDERWRITING ASSOCIATION EIN 56-1222676 · last filed 990 for 2025
- FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA INC EIN 56-1283426 · last filed 990 for 2025