Nonprofit · EIN 56-1982360
KULYNYCH FAMILY FOUNDATION II INC
Tax-exempt · CHARLOTTE, NC 28210
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $4,004,280 | $2,840,680 | $1,163,600 | $49,750,341 | $0 | $49,750,341 |
| June 30, 2024 | 990-PF | $5,425,707 | $2,617,457 | $2,808,250 | $49,576,227 | $0 | $49,576,227 |
| June 30, 2023 | 990-PF | $1,585,261 | $2,338,235 | -$752,974 | $47,277,859 | $0 | $47,277,859 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,069,044
- Dividends
- $1,062,012
- Interest
- $188,469
- Net gain from sales of assets
- $1,629,414
- Other income
- $55,341
Expenses
- Grants and similar amounts paid
- $2,455,756
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $2,635,849
- Excise tax on investment income
- $38,495
Balance sheet and other
- Total assets, start of year
- $49,576,227
- Total assets, end of year
- $49,750,341
- Total liabilities, end of year
- $0
- Net assets, end of year
- $49,750,341
- Fair market value of assets
- $54,774,725
- Qualifying distributions
- $2,635,849
- Net investment income
- $2,935,236
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JANICE K STORY 5970 Fairview Road, Suite 705, Charlotte, NC 28210 | CHAIRMAN | 2 | $0 |
| CHRISTINA E STORY 5970 Fairview Road, Suite 705, Charlotte, NC 28210 | PRESIDENT | 0.5 | $0 |
| THOMAS E STORY IV 5970 Fairview Road, Suite 705, Charlotte, NC 28210 | PRESIDENT | 0.5 | $0 |
| LAUREN M STORY 5970 Fairview Road, Suite 705, Charlotte, NC 28210 | SECRETARY | 0.5 | $0 |
| LUKAS SIGMUND 5970 Fairview Road, Charlotte, NC 28210 | TREASURER | 0.5 | $0 |
990-PF for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JANICE K STORY 5970 Fairview Road Suite 705, Charlotte, NC 28210 | Chairman | 2 | $0 |
| CHRISTINA E STORY 5970 Fairview Road Suite 705, Charlotte, NC 28210 | President | 0.5 | $0 |
| THOMAS E STORY IV 5970 Fairview Road Suite 705, Charlotte, NC 28210 | President | 0.5 | $0 |
| Lauren M Story 5970 Fairview Road Suite 705, Charlotte, NC 28210 | Secretary | 0.5 | $0 |
| Lukas Sigmund 5970 Fairview Road Suite 705, Charlotte, NC 28210 | Treasurer | 0.5 | $0 |
990-PF for the year ended June 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JANICE K STORY 5970 Fairview Road Suite 705, Charlotte, NC 28210 | Chairman | 2 | $0 |
| CHRISTINA E STORY 5970 Fairview Road Suite 705, Charlotte, NC 28210 | President | 0.5 | $0 |
| THOMAS E STORY IV 5970 Fairview Road Suite 705, Charlotte, NC 28210 | President | 0.5 | $0 |
| Lauren M Story 5970 Fairview Road Suite 705, Charlotte, NC 28210 | Secretary | 0.5 | $0 |
| Lukas Sigmund 5970 Fairview Road Suite 705, Charlotte, NC 28210 | Treasurer | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 5970 FAIRVIEW RD STE 705, CHARLOTTE, NC 28210-3124
- In care of
- % BROWARD GROVE LLC
- Signed the 990-PF
- Janice Story, Chairman
- Phone
- (980) 701-0935
- Return prepared by
- BGTMS LLC
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 56-1982360
- 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
- 1996
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22Z)
- Assets (IRS master file)
- $49,750,341
- Income (IRS master file)
- $43,079,809
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $4,004,280 | $2,840,680 | $49,750,341 | IRS |
| 990-PF | June 2024 | $5,425,707 | $2,617,457 | $49,576,227 | IRS |
| 990-PF | June 2023 | $1,585,261 | $2,338,235 | $47,277,859 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 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 56-1982360).
Questions about KULYNYCH FAMILY FOUNDATION II INC
- What is the EIN of KULYNYCH FAMILY FOUNDATION II INC?
- The employer identification number (EIN) of KULYNYCH FAMILY FOUNDATION II INC is 56-1982360.
- Is KULYNYCH FAMILY FOUNDATION II INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to KULYNYCH FAMILY FOUNDATION II INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does KULYNYCH FAMILY FOUNDATION II INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of KULYNYCH FAMILY FOUNDATION II INC 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 KULYNYCH FAMILY FOUNDATION II INC 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 KULYNYCH FAMILY FOUNDATION II INC?
- The 990-PF for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does KULYNYCH FAMILY FOUNDATION II INC have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $4,004,280, expenses of $2,840,680 and total assets of $49,750,341 at year end.
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