Bankers House Inc

SHELBY, NC EIN: 47-6353553

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.

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$195K$390K$584K$779K20202021202220232024
Metric202420232022
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

$0$0.25$0.5$0.75$10 grants20200 grants20210 grants20220 grants20230 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

0 grants across all recorded years

<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
BANK OZKTRUSTEE1
CATHERINE FREEDBERGPRESIDENT10
LYDIA B MATTHEWSVICE PRESIDENT10
PHILLIP POSTONTREASURER1
CHARLEY HAMRICK IVSECRETARY2
MILDRED CHAPELLBOARD MEMBER1
SYDNEY FREEDBERG JrBOARD MEMBER1
CAROLYN JACKSONEXEC DIRECTOR AND ASST SECRETARY10
MICHELLE GAREYASSISTANT TREASURER1
J NEWTON CRAVERBOARD MEMBER1
CHANDLER DURHAMBOARD MEMBER1

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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