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Nonprofit · EIN 56-6039491

ALWINELL FOUNDATION OF CHARLOTTE

Tax-exempt · DALLAS, TX 75265

Financials

$267K$81K2023$70K$121K2024$88K$92K2025
Revenue Expenses · by fiscal year end
Financials of ALWINELL FOUNDATION OF CHARLOTTE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
May 31, 2026990-PF$88,417$91,550-$3,133$1,342,785$0$1,342,785
May 31, 2025990-PF$69,913$121,181-$51,268$1,345,918$0$1,345,918
May 31, 2024990-PF$267,455$80,958$186,497$1,397,186$0$1,397,186
Financial details: 990-PF for the year ended May 31, 2026

Revenue

Dividends
$38,699
Net gain from sales of assets
$47,809
Other income
$1,909

Expenses

Grants and similar amounts paid
$89,000
Compensation of officers, directors and key employees
$956
Disbursements for charitable purposes
$89,702
Excise tax on investment income
$1,177

Balance sheet and other

Total assets, start of year
$1,345,918
Total assets, end of year
$1,342,785
Total liabilities, end of year
$0
Net assets, end of year
$1,342,785
Fair market value of assets
$2,106,686
Qualifying distributions
$89,702
Net investment income
$86,508

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 May 31, 2026, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$956
MR JAMES R ALLISON CHAIRMAN
159 NORTH COLLEGE ST NC1-028-29-01, CHARLOTTE, NC 28255
FDN MGR1$0
MR HENRY J ALLISON JR
159 NORTH COLLEGE ST NC1-028-29-01, CHARLOTTE, NC 28255
SECRETARY1$0
CAROL A MARLEE
126 RIDGE TRAIL, CHAPEL HILL, NC 275161638
BOARD MEMBER1$0
990-PF for the year ended May 31, 2025: 4 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$924
MR JAMES R ALLISON CHAIRMAN
159 NORTH COLLEGE ST NC1-028-29-01, CHARLOTTE, NC 28255
FDN MGR1$0
MR HENRY J ALLISON JR
159 NORTH COLLEGE ST NC1-028-29-01, CHARLOTTE, NC 28255
SECRETARY1$0
CAROL A MARLEE
126 RIDGE TRAIL, CHAPEL HILL, NC 275161638
BOARD MEMBER1$0
990-PF for the year ended May 31, 2024: 4 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$1,198
MR JAMES R ALLISON CHAIRMAN
159 NORTH COLLEGE ST NC1-028-29-01, CHARLOTTE, NC 28255
FDN MGR1$0
MR HENRY J ALLISON JR
159 NORTH COLLEGE ST NC1-028-29-01, CHARLOTTE, NC 28255
SECRETARY1$0
CAROL A MARLEE
126 RIDGE TRAIL, CHAPEL HILL, NC 275161638
BOARD MEMBER1$0

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% BANK OF AMERICA NA
Signed the 990-PF
BANK OF AMERICA N A, MANAGING DIR
Phone
(888) 866-3275

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025May 31, 2026October 15, 2026990-PF on file
2024May 31, 2025October 15, 2025990-PF on file
2023May 31, 2024October 15, 2024990-PF on file

IRS record

EIN
56-6039491
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
1952
Accounting year ends
May
Files
Form 990-PF
Assets (IRS master file)
$1,345,918
Income (IRS master file)
$192,897

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMay 2026$88,417$91,550$1,342,785XML
990-PFMay 2025$69,913$121,181$1,345,918XML
990-PFMay 2024$267,455$80,958$1,397,186XML
990-PFMay 2023–––IRS
990-PFMay 2022–––IRS
990-PFMay 2021–––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 56-6039491).

Questions about ALWINELL FOUNDATION OF CHARLOTTE

What is the EIN of ALWINELL FOUNDATION OF CHARLOTTE?
The employer identification number (EIN) of ALWINELL FOUNDATION OF CHARLOTTE is 56-6039491.
Is ALWINELL FOUNDATION OF CHARLOTTE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1952.
Are donations to ALWINELL FOUNDATION OF CHARLOTTE tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ALWINELL FOUNDATION OF CHARLOTTE file?
Form 990-PF. Private foundations file every year.
When is the next return of ALWINELL FOUNDATION OF CHARLOTTE due?
The return for tax year 2026 (the year ending May 31, 2027) is due October 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ALWINELL FOUNDATION OF CHARLOTTE last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended May 2026.
Who are the officers and directors of ALWINELL FOUNDATION OF CHARLOTTE?
The 990-PF for the year ended May 31, 2026 lists 4 people; 1 received compensation from the organization, the highest $956 (BANK OF AMERICA, TRUSTEE).
How much revenue does ALWINELL FOUNDATION OF CHARLOTTE have?
On its 990-PF for the year ended May 31, 2026 it reported revenue of $88,417, expenses of $91,550 and total assets of $1,342,785 at year end.

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