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Nonprofit · EIN 26-1986674

NORTH STATE FOUNDATION INC

Tax-exempt · SMITHFIELD, NC 27577

Financials

$313K$82K2023$593K$84K2024$807K$101K2025
Revenue Expenses · by fiscal year end
Financials of NORTH STATE FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$807,225$100,714$706,511$1,972,690$0$1,972,690
December 31, 2024990-PF$592,533$84,433$508,100$1,512,977$0$1,512,977
December 31, 2023990-PF$312,830$82,261$230,569$1,452,675$0$1,452,675
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$263,868
Dividends
$52,024
Net gain from sales of assets
$491,333

Expenses

Grants and similar amounts paid
$86,500
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$87,525
Excise tax on investment income
$7,369

Balance sheet and other

Total assets, start of year
$1,512,977
Total assets, end of year
$1,972,690
Total liabilities, end of year
$0
Net assets, end of year
$1,972,690
Fair market value of assets
$2,872,588
Qualifying distributions
$87,525
Net investment income
$543,357

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
OLIVIA B HOLDING
PO BOX 1415, SMITHFIELD, NC 27577
PRESIDENT0.5$0
CARSON H BRICE
PO BOX 1415, SMITHFIELD, NC 27577
SECRETARY0.5$0
HOPE H BRYANT
PO BOX 1415, SMITHFIELD, NC 27577
TREASURER0.5$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
OLIVIA B HOLDING
PO BOX 1415, SMITHFIELD, NC 27577
PRESIDENT0.5$0
CARSON H BRICE
PO BOX 1415, SMITHFIELD, NC 27577
SECRETARY0.5$0
HOPE H BRYANT
PO BOX 1415, SMITHFIELD, NC 27577
TREASURER0.5$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
OLIVIA B HOLDING
PO BOX 1415, SMITHFIELD, NC 27577
PRESIDENT0.5$0
CARSON H BRICE
PO BOX 1415, SMITHFIELD, NC 27577
SECRETARY0.5$0
HOPE H BRYANT
PO BOX 1415, SMITHFIELD, NC 27577
TREASURER0.5$0

Address and contacts

Address (IRS master file)
PO BOX 1415, SMITHFIELD, NC 27577-1415
Signed the 990-PF
OLIVIA B HOLDING, PRESIDENT
Phone
(919) 414-2515
Return prepared by
THOMAS JUDY & TUCKER PA

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

IRS record

EIN
26-1986674
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
2008
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,972,690
Income (IRS master file)
$1,474,230

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$807,225$100,714$1,972,690IRS
990-PFDecember 2024$592,533$84,433$1,512,977IRS
990-PFDecember 2023$312,830$82,261$1,452,675XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 26-1986674).

Questions about NORTH STATE FOUNDATION INC

What is the EIN of NORTH STATE FOUNDATION INC?
The employer identification number (EIN) of NORTH STATE FOUNDATION INC is 26-1986674.
Is NORTH STATE FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
Are donations to NORTH STATE FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does NORTH STATE FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of NORTH STATE FOUNDATION 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 NORTH STATE FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of NORTH STATE FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does NORTH STATE FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $807,225, expenses of $100,714 and total assets of $1,972,690 at year end.

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