Ella Ann L and Frank B Holding Foundatio

SMITHFIELD, NC EIN: 56-2002528

The Ella Ann L and Frank B Holding Foundation is a private foundation based in Smithfield, North Carolina. Designated as a 501(c)(3) organization, it has been tax-exempt since August 1997. The foundation operates as a corporate foundation affiliated with First Citizens Bank and focuses on educational institutions and related activities, particularly scholarships and student financial aid services.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$18.1M

+2.3% YoY

Annual Giving

$1.0M

+4.6% YoY

Grant Count

107

+2.9% YoY

Avg Grant Size

$10K

+1.7% YoY

Under IRS private-foundation payout rules, Ella Ann L and Frank B Holding Foundatio reported a distributable amount of $1.3M for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation's primary funding priorities include:

  • Education — General support for educational institutions and scholarship programs
  • Philanthropy, Voluntarism & Grantmaking — Support for charitable and philanthropic initiatives
  • Human Services — Community-focused programs and services

Grantmaking

The foundation awards grants for general support and scholarships to educational institutions and related organizations.

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Geographic Focus

Where this funder awards grants

The foundation primarily funds organizations in:

  • North Carolina
  • South Carolina
  • Virginia

Grant Distribution by State

13states
+5 more states

Cities

AlexandriaArapahoeArcher LodgeAshevilleAtlantic BeachBeaufortBethesdaBlowing RockBooneBuies CreekCaryChapel HillCharlestonCharlotteClaytonColumbiaCosta MesaDunnDurhamFort Worth

Financial History

Multi-year comparison from IRS filings

As of 2023

  • Total Assets: $17,737,297
  • Total Revenues: $922,752
  • Total Expenses: $1,060,281
  • Total Liabilities: $0

Historical Asset Growth The foundation has maintained substantial assets, with total assets reaching $17.7 million by 2023.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$657K$1M$2M$3M20202021202220232024
Metric202420232022
Total Assets$18,148,408$17,737,297$17,874,826
Revenue$1,533,140$922,752$1,119,822
Expenses$1,122,029$1,060,281$1,158,653
Qualifying Distributions$1,019,275$974,289$1,031,479
Net Investment Income$1,115,052$502,657$714,936
Distributable Amount$1,291,512$1,031,031$963,906

Giving Over Time

Total grant dollars and number of grants per year

$0$258K$515K$773K$1M110 grants2020111 grants2021117 grants2022104 grants2023107 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

CHI OMEGA FOUNDATION$25KCENTENARY UNITED METHODI…$20KCAMPBELL UNIVERSITY$15KHAYES BARTON UNITED METH…$15KALLIANCE MEDICAL MINISTRY$13KAPPALACHIAN STATE UNIVER…$10KCASA$10KCHRIST CHURCH$10KGIRL SCOUTS NORTH CAROLI…$10KHEALING TRANSITIONS$10K

Grant Size Distribution

250 grants across all recorded years

249<$50K$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Chi Omega Foundation ($25,000), Centenary United Methodist Church ($20,000), Campbell University ($15,000).

RecipientPurposeAmount
ALLEGHANY CARES SPARTA, NCGENERAL SUPPORT$5,000
ALLEGHANY COUNTY RESCUE SQUAD SPARTA, NCGENERAL SUPPORT$2,000
ALLIANCE MEDICAL MINISTRY RALEIGH, NCGENERAL SUPPORT$13,000
APPALACHIAN STATE UNIVERSITY FOUNDATION BOONE, NCGENERAL SUPPORT$10,000
ARIZONA BAPTIST CHILDREN'S SERVICES TUCSON, AZGENERAL SUPPORT$1,000
AVA GARDNER MUSEUM SMITHFIELD, NCGENERAL SUPPORT$1,000
BOY SCOUTS OF AMERICA - TUSCARORA COUNCIL GOLDSBORO, NCGENERAL SUPPORT$5,000
BOYS AND GIRLS CLUB OF CARTERET COUNTY BEAUFORT, NCGENERAL SUPPORT$2,000
BOYS AND GIRLS CLUB OF WAKE COUNTY RALEIGH, NCGENERAL SUPPORT$3,500
BURNING COAL THEATER RALEIGH, NCGENERAL SUPPORT$3,750

Leadership & Key People

Leadership team and compensation from IRS filings

Frank Brown Holding — Founder and philanthropist. Frank Holding (1928–2017) was a former executive at First Citizens Bank, where he served in executive management and on the company board from 1962 until his retirement in 2014. He had a 58-year career with First Citizens Bank and was inducted into the North Carolina Banking Hall of Fame in 2013. He also served as a Johnston County commissioner for over three decades and was involved with multiple philanthropic boards and foundations.

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
OLIVIA B HOLDINGPRESIDENT0.5
FRANK B HOLDING JRVICE PRESIDENT0.5
HOPE HOLDING BRYANTTREASURER0.5
JUDITH A MURRAYSECRETARY0.5
CLAIRE H BRISTOWDIRECTOR0.5
CARSON H BRICEDIRECTOR0.5

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What does Ella Ann L and Frank B Holding Foundatio fund?

The foundation's primary funding priorities include: • **Education** — General support for educational institutions and scholarship programs • **Philanthropy, Voluntarism & Grantmaking** — Support for charitable and philanthropic initiatives • **Human Services** — Community-focused programs and services

How do I apply for a grant from Ella Ann L and Frank B Holding Foundatio?

**Grant Activity (2023)** • Total giving: $972,500 • Number of grants: 104 • Typical award range: $500–$225,000 **Recent Notable Grants** • Salem Academy and College: $225,000 (General Support) • Chabad at Wake Forest University and Winston Salem: $75,000 (General Support) • Asheville School: $21,000 (Scholarship) The foundation awards grants for general support and scholarships to educational institutions and related organizations.

Where does Ella Ann L and Frank B Holding Foundatio make grants?

The foundation primarily funds organizations in: • North Carolina • South Carolina • Virginia

What size grants does Ella Ann L and Frank B Holding Foundatio award?

In 2024, Ella Ann L and Frank B Holding Foundatio awarded 107 grants totaling $1.0M — an average of about $10K per grant, based on its IRS Form 990 filings.

How much is Ella Ann L and Frank B Holding Foundatio required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Ella Ann L and Frank B Holding Foundatio reported a distributable amount of $1.3M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Ella Ann L and Frank B Holding Foundatio's EIN?

Ella Ann L and Frank B Holding Foundatio's EIN (Employer Identification Number) is 56-2002528. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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