Bankers House Inc
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.
Bankers House Inc at a glance
- Total assets
- $1,879,561
- +42.7% vs 2023
- Revenue (2024)
- $708,184
- +134.7% vs 2023
- Qualifying distributions (2024)
- $120,799
- +6.2% vs 2023
- Expenses (2024)
- $145,813
- +6.7% vs 2023
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|
| 2024 | $1,879,561 | $708,184 | $145,813 | $120,799 | $17,436 | — |
| 2023 | $1,317,190 | $301,726 | $136,629 | $113,794 | $14,211 | $63,467 |
| 2022 | $1,152,093 | $152,536 | $135,275 | $103,105 | $2,330 | $61,621 |
| 2021 | $1,134,832 | $154,374 | $152,317 | $93,345 | — | $59,941 |
| 2020 | $1,132,775 | $156,716 | $162,605 | — | — | $58,432 |
Leadership & Key People
Officers and directors from IRS filings
Bankers House Inc is led by Carolyn Jackson, Executive Director & Assistant Secretary on every filing since 2020; none of the 11 officers listed in 2024 report compensation.
Officers on the 2024 filing
Carolyn Jackson
Executive Director & Assistant Secretary
On filings since 2020
10 hrs/week
No compensation reported
Catherine Freedberg
President
On filings since 2020
10 hrs/week
No compensation reported
Bank OZK
Trustee
On filings since 2023
1 hr/week
No compensation reported
Charley Hamrick IV
Secretary
On filings since 2020
2 hrs/week
No compensation reported
J. Newton Craver
Board Member
On filings since 2020
1 hr/week
No compensation reported
Lydia B. Matthews
Vice President
On filings since 2020
10 hrs/week
No compensation reported
Michelle Garey
Assistant Treasurer
On filings since 2020
1 hr/week
No compensation reported
Mildred Chapell
Board Member
On filings since 2020
1 hr/week
No compensation reported
Phillip Poston
Treasurer
On filings since 2020
1 hr/week
No compensation reported
SYDNEY FREEDBERG Jr.
Board Member
On filings since 2020
1 hr/week
No compensation reported
Chandler Durham
Board Member
New on the 2024 filing
1 hr/week
No compensation reported
Former officers (1)
- Former: Bank Of The Ozarks (2020–2022) — Trustee
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Bankers House Inc
How large is Bankers House Inc?
Bankers House Inc reported $1.9M in total assets on its 2024 IRS Form 990-PF. Its revenue that year was $708K.
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.
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.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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