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Nonprofit · EIN 56-1870844

O TEMPLE SLOAN JR FOUNDATION

Tax-exempt · RALEIGH, NC 27604

Financials

$3.4M$2.8M2022$5.1M$2.9M2023$2.1M$2.9M2024
Revenue Expenses · by fiscal year end
Financials of O TEMPLE SLOAN JR FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$2,102,193$2,943,162-$840,969$38,461,507$0$38,461,507
June 30, 2024990-PF$5,131,938$2,928,538$2,203,400$39,294,313$62$39,294,251
June 30, 2023990-PF$3,444,702$2,838,423$606,279$37,116,101$0$37,116,101
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$110,285
Dividends
$1,197,922
Net gain from sales of assets
$793,986

Expenses

Grants and similar amounts paid
$2,668,797
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$89,217
Disbursements for charitable purposes
$2,762,512
Excise tax on investment income
$25,176

Balance sheet and other

Total assets, start of year
$39,294,313
Total assets, end of year
$38,461,507
Total liabilities, end of year
$0
Net assets, end of year
$38,461,507
Fair market value of assets
$55,632,734
Qualifying distributions
$2,762,512
Net investment income
$1,991,908

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
O TEMPLE SLOAN JR
821 WAKE FOREST ROAD, RALEIGH, NC 276041219
TRUSTEE0.12$0
CARSON S HENLINE
821 WAKE FOREST ROAD, RALEIGH, NC 276041219
TRUSTEE0.12$0
MARK H SLOAN
821 WAKE FOREST ROAD, RALEIGH, NC 276041219
TRUSTEE0.12$0
O TEMPLE SLOAN III
821 WAKE FOREST ROAD, RALEIGH, NC 276041219
TRUSTEE0.12$0
JAMES R MYERS
821 WAKE FOREST ROAD, RALEIGH, NC 276041219
TRUSTEE0.12$0
990-PF for the year ended June 30, 2024: 5 people
NameTitleHours / weekCompensation
O TEMPLE SLOAN JR
821 WAKE FOREST ROAD, RALEIGH, NC 276041219
TRUSTEE0.12$0
CARSON S HENLINE
821 WAKE FOREST ROAD, RALEIGH, NC 276041219
TRUSTEE0.12$0
MARK H SLOAN
821 WAKE FOREST ROAD, RALEIGH, NC 276041219
TRUSTEE0.12$0
O TEMPLE SLOAN III
821 WAKE FOREST ROAD, RALEIGH, NC 276041219
TRUSTEE0.12$0
JAMES R MYERS
821 WAKE FOREST ROAD, RALEIGH, NC 276041219
TRUSTEE0.12$0
990-PF for the year ended June 30, 2023: 5 people
NameTitleHours / weekCompensation
O TEMPLE SLOAN JR
4900 FALLS OF NEUSE SUITE 150, RALEIGH, NC 27609
TRUSTEE0.12$0
CARSON S HENLINE
4900 FALLS OF NEUSE SUITE 150, RALEIGH, NC 27609
TRUSTEE0.12$0
MARK H SLOAN
4900 FALLS OF NEUSE SUITE 150, RALEIGH, NC 27609
TRUSTEE0.12$0
O TEMPLE SLOAN III
4900 FALLS OF NEUSE SUITE 150, RALEIGH, NC 27609
TRUSTEE0.12$0
JAMES R MYERS
4900 FALLS OF NEUSE SUITE 150, RALEIGH, NC 27609
TRUSTEE0.12$0

Address and contacts

Address (IRS master file)
821 WAKE FOREST RD, RALEIGH, NC 27604-1219
In care of
% FALLS OF NEUSE MANAGEMENT L
Signed the 990-PF
O TEMPLE SLOAN JR, TRUSTEE
Phone
(919) 573-2911
Return prepared by
BATCHELOR TILLERY & ROBERTS 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
56-1870844
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
1994
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$38,461,507
Income (IRS master file)
$9,468,582

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$2,102,193$2,943,162$38,461,507XML
990-PFJune 2024$5,131,938$2,928,538$39,294,313XML
990-PFJune 2023$3,444,702$2,838,423$37,116,101XML
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 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 56-1870844).

Questions about O TEMPLE SLOAN JR FOUNDATION

What is the EIN of O TEMPLE SLOAN JR FOUNDATION?
The employer identification number (EIN) of O TEMPLE SLOAN JR FOUNDATION is 56-1870844.
Is O TEMPLE SLOAN JR FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to O TEMPLE SLOAN JR FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does O TEMPLE SLOAN JR FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of O TEMPLE SLOAN JR 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 O TEMPLE SLOAN JR 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 O TEMPLE SLOAN JR FOUNDATION?
The 990-PF for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does O TEMPLE SLOAN JR FOUNDATION have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $2,102,193, expenses of $2,943,162 and total assets of $38,461,507 at year end.

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