Lois L Brinkley Trust FBO Lois L Brinkley Fdn
Lois L Brinkley Trust FBO Lois L Brinkley Fdn is a private foundation, based in Greensboro, NC. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $950K in total assets. In 2025, it awarded 7 grants totaling $54K. Net investment income was $40K.
Key facts about Lois L Brinkley Trust FBO Lois L Brinkley Fdn
In short: Lois L Brinkley Trust FBO Lois L Brinkley Fdn gave $54K across 7 grants in 2025 (avg $8K), mostly in North Carolina. Source: 2025 IRS Form 990-PF.
- EIN
- 56-6209953
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $54,482
- Grants made (2025)
- 7
- Average grant
- $7,783
- Median grant
- $5,448
- Total assets
- $949,665
- Primary geography
- North Carolina (70% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated October 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$950K
-2.1% YoY
Annual Giving
$54K
+15.6% YoY
Grant Count
7
+0.0% YoY
Avg Grant Size
$8K
+15.6% YoY
Under IRS private-foundation payout rules, Lois L Brinkley Trust FBO Lois L Brinkley Fdn reported a distributable amount of $63K for 2025 — the minimum it must pay out in qualifying distributions.
How Lois L Brinkley Trust FBO Lois L Brinkley Fdn gives
- Giving held roughly steady from 2022 to 2025 (−7%). Method
- In 2025 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $47K (2024) to $59K (2022). In 2025 it made 7 grants totaling $54K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was High Point University ($16K). Together the top 7 received $54K.
Grant Size Distribution
35 grants across all recorded years
The most common grant size was under $50K: 35 grants of 35 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| High Point University High Point, NC | General Support | $16,345 |
| Davidson County Community College Foundation Inc Lexington, NC | General Support | $10,897 |
| American Cancer Society Atlanta, GA | General Support | $5,448 |
| American Heart Association Inc Dallas, TX | General Support | $5,448 |
| Salvation Army National Corp Alexandria, VA | General Support | $5,448 |
| Baptist Retirement Homes of NC Inc Winston-Salem, NC | General Support | $5,448 |
| Hospice of Davidson County NC Inc Lexington, NC | General Support | $5,448 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $949,665 | $970,014 | $996,659 |
| Revenue | $52,925 | $38,801 | $30,691 |
| Expenses | $73,269 | $64,937 | $63,622 |
| Qualifying Distributions | $59,828 | $52,252 | $52,599 |
| Net Investment Income | $39,661 | $25,273 | $19,176 |
| Distributable Amount | $62,976 | $59,588 | $51,718 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 14, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 6, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 28, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Lois L Brinkley Trust FBO Lois L Brinkley Fdn's only listed officer is OLD North State Trust LLC, Trustee on filings since 2020 (compensated).
Officers on the 2025 filing
OLD North State Trust LLC
Trustee
On filings since 2020
1 hr/week
$14K (2020) → $17K (2025)
Former officers (1)
- Former: Old North State Trust (2022) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $17K, to Old North State Trust LLC (Trustee).
Frequently asked questions about Lois L Brinkley Trust FBO Lois L Brinkley Fdn
How much does Lois L Brinkley Trust FBO Lois L Brinkley Fdn give each year?
Lois L Brinkley Trust FBO Lois L Brinkley Fdn gave $54K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $47K across 7 grants.
What is Lois L Brinkley Trust FBO Lois L Brinkley Fdn's typical grant size?
Lois L Brinkley Trust FBO Lois L Brinkley Fdn's median grant in 2025 was $5,448, and its average grant was $7,783, across 7 grants on its 2025 IRS Form 990-PF.
Where does Lois L Brinkley Trust FBO Lois L Brinkley Fdn give grants?
Lois L Brinkley Trust FBO Lois L Brinkley Fdn gives mostly in North Carolina: 70% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Georgia (10%) and Texas (10%). The most frequent recipient cities were Lexington, NC (2 grants).
Does Lois L Brinkley Trust FBO Lois L Brinkley Fdn give general operating support?
Yes: 100% of Lois L Brinkley Trust FBO Lois L Brinkley Fdn's 2025 grants with a stated purpose (7 of 7) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Lois L Brinkley Trust FBO Lois L Brinkley Fdn's largest grantees?
Lois L Brinkley Trust FBO Lois L Brinkley Fdn's largest 2025 grantees include High Point University ($16,345), Davidson County Community College Foundation Inc ($10,897) and American Cancer Society ($5,448), according to its 2025 IRS Form 990-PF. Together they received 60% of its itemized 2025 grant dollars.
How large is Lois L Brinkley Trust FBO Lois L Brinkley Fdn?
Lois L Brinkley Trust FBO Lois L Brinkley Fdn reported $950K in total assets on its 2025 IRS Form 990-PF. It paid out $60K in qualifying distributions that year, against a required minimum of $63K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Lois L Brinkley Trust FBO Lois L Brinkley Fdn's EIN?
Lois L Brinkley Trust FBO Lois L Brinkley Fdn's EIN (Employer Identification Number) is 56-6209953. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Lois L Brinkley Trust FBO Lois L Brinkley Fdn by hand.
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