Nonprofit · EIN 58-1837139
THE NORTH CAROLINA LIFE UNDERWRITERS FOUNDATION INC
Tax-exempt · CHARLOTTE, NC 28277
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $21,295 | $27,339 | -$6,044 | $306,898 | $0 | $306,898 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $17,394
- Interest
- $205
- Net gain from sales of assets
- $3,696
Expenses
- Grants and similar amounts paid
- $24,975
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $24,975
- Excise tax on investment income
- $285
Balance sheet and other
- Total assets, start of year
- $312,902
- Total assets, end of year
- $306,898
- Total liabilities, end of year
- $0
- Net assets, end of year
- $306,898
- Fair market value of assets
- $306,898
- Qualifying distributions
- $24,975
- Net investment income
- $21,529
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIAN COOPER PO BOX 736, LINCOLNTON, NC 28093 | PRESIDENT | 1 | $0 |
| SHANNA B STRICKLAND 4020 CAPITAL DRIVE, ROCKY MOUNT, NC 27804 | PRESIDENT-ELECT | 1 | $0 |
| JASON AUSTELL 4350 CONGRESS STREET 300, CHARLOTTE, NC 28209 | IMMEDIATE PAST PRESIDENT | 1 | $0 |
| ANDREW JONES 26 E WOODROW AVENUE, BELMONT, NC 28012 | SECRETARY | 1 | $0 |
| MATT STONE 2902 S MIAMI BOULEVARD STE A, DURHAM, NC 27703 | TREASURER | 1 | $0 |
| JANICE M STEVENS 15720 BRIXHAM HILL AVE SUITE 300, CHARLOTTE, NC 28277 | EXECUTIVE DIRECTOR | 40 | $0 |
| ELIE AHARON 240 S BEAUMONT STREET, ASHEVILLE, NC 28801 | AT LARGE | 1 | $0 |
| PAUL JOHNSON PO BOX 1039, LEWISVILLE, NC 27023 | AT LARGE | 1 | $0 |
| FRED JOYNER 8045 GLENGARRIFF ROAD, CLEMMONS, NC 27012 | AT LARGE | 1 | $0 |
| JOHN MAZZA 7092 SUMMERFIELD RD STE B, SUMMERFIELD, NC 27358 | AT LARGE | 1 | $0 |
| SEAN O'BRIEN 304 BIRDIE DRIVE, SALISBURY, NC 28147 | AT LARGE | 1 | $0 |
| ROGER SIMS 1218 HEATHERBROOK DRIVE, HIGH POINT, NC 27265 | AT LARGE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 15720 BRIXHAM HILL AVE STE 300, CHARLOTTE, NC 28277-4784
- Mailing address (990-N for 2023)
- 15720 Brixham Hill Ave Suite 300, Charlotte NC 28277
- Principal officer (990-N for 2023)
- Janice Stevens, 15720 Brixham Hill Ave Suite 300, Charlotte NC 28277
- Signed the 990-PF
- JANICE STEVENS, EXECUTIVE DIRECTOR
- Phone
- (704) 527-2244
- Return prepared by
- BLACKMAN & SLOOP ADVISORS INC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-N on file |
IRS record
- EIN
- 58-1837139
- 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
- 1989
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $306,898
- Income (IRS master file)
- $90,725
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $21,295 | $27,339 | $306,898 | IRS |
| 990-N for 2023 Officer: Janice Stevens | December 31, 2023 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | IRS |
| 990-N for 2013 Officer: G KENNETH MORGAN | June 30, 2014 | ≤ $50,000 receipts | – | – | e-Postcard |
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 58-1837139).
Questions about THE NORTH CAROLINA LIFE UNDERWRITERS FOUNDATION INC
- What is the EIN of THE NORTH CAROLINA LIFE UNDERWRITERS FOUNDATION INC?
- The employer identification number (EIN) of THE NORTH CAROLINA LIFE UNDERWRITERS FOUNDATION INC is 58-1837139.
- Is THE NORTH CAROLINA LIFE UNDERWRITERS FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to THE NORTH CAROLINA LIFE UNDERWRITERS FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE NORTH CAROLINA LIFE UNDERWRITERS FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE NORTH CAROLINA LIFE UNDERWRITERS FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE NORTH CAROLINA LIFE UNDERWRITERS FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who is the principal officer of THE NORTH CAROLINA LIFE UNDERWRITERS FOUNDATION INC?
- The 990-N for 2023 names Janice Stevens.
- Who are the officers and directors of THE NORTH CAROLINA LIFE UNDERWRITERS FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 12 people; 0 received compensation from the organization.
- How much revenue does THE NORTH CAROLINA LIFE UNDERWRITERS FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $21,295, expenses of $27,339 and total assets of $306,898 at year end.
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