Bankers House Inc is a private foundation focused on Arts, Culture & Humanities, based in SHELBY, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.9M in total assets. In 2024, it made $121K in qualifying distributions. Net investment income was $17K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.9M
+42.7% YoY
Revenue
$708K
+134.7% YoY
Qualifying Distributions
$121K
+6.2% YoY
Expenses
$146K
+6.7% YoY
About Bankers House Inc
Based on IRS filings
Bankers House Inc is a private foundation focused on Arts, Culture & Humanities, based in SHELBY, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.9M in total assets. In 2024, it made $121K in qualifying distributions. Net investment income was $17K.
Focus Areas
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Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,879,561 | $1,317,190 | $1,152,093 |
| Revenue | $708,184 | $301,726 | $152,536 |
| Expenses | $145,813 | $136,629 | $135,275 |
| Qualifying Distributions | $120,799 | $113,794 | $103,105 |
| Net Investment Income | $17,436 | $14,211 | $2,330 |
| Distributable Amount | — | $63,467 | $61,621 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2024
Grant Size Distribution
0 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for 2024.
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OZK | TRUSTEE | 1 | — |
| CATHERINE FREEDBERG | PRESIDENT | 10 | — |
| LYDIA B MATTHEWS | VICE PRESIDENT | 10 | — |
| PHILLIP POSTON | TREASURER | 1 | — |
| CHARLEY HAMRICK IV | SECRETARY | 2 | — |
| MILDRED CHAPELL | BOARD MEMBER | 1 | — |
| SYDNEY FREEDBERG Jr | BOARD MEMBER | 1 | — |
| CAROLYN JACKSON | EXEC DIRECTOR AND ASST SECRETARY | 10 | — |
| MICHELLE GAREY | ASSISTANT TREASURER | 1 | — |
| J NEWTON CRAVER | BOARD MEMBER | 1 | — |
| CHANDLER DURHAM | BOARD MEMBER | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Bankers House Inc?
Bankers House Inc is a private foundation focused on Arts, Culture & Humanities, based in SHELBY, NC. It holds $1.9M in total assets as of 2024.
How large is Bankers House Inc?
As of 2024, Bankers House Inc holds $1.9M in total assets with $708K in annual revenue.
What is Bankers House Inc's EIN?
Bankers House Inc's EIN (Employer Identification Number) is 47-6353553. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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