North Carolina Insurance and Financial
North Carolina Insurance and Financial is a private foundation, based in CHARLOTTE, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $307K in total assets. In 2024, it awarded 3 grants totaling $25K. Net investment income was $21K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$307K
Annual Giving
$25K
Grant Count
3
Avg Grant Size
$8K
Under IRS private-foundation payout rules, North Carolina Insurance and Financial reported a distributable amount of $16K for 2024 — the minimum it must pay out in qualifying distributions.
About North Carolina Insurance and Financial
Based on IRS filings
North Carolina Insurance and Financial is a private foundation, based in CHARLOTTE, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $307K in total assets. In 2024, it awarded 3 grants totaling $25K. Net investment income was $21K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2022 | 2021 |
|---|---|---|---|
| Total Assets | $306,898 | $283,733 | $322,184 |
| Revenue | $21,295 | $14,321 | $1,272 |
| Expenses | $27,339 | $1,367 | $2,334 |
| Qualifying Distributions | $24,975 | — | — |
| Net Investment Income | $20,506 | — | — |
| Distributable Amount | $15,629 | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
3 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Operation Airdrop ($8,325), Civilian Disaster Response Organization ($8,325), Cajun Navy 2016 ($8,325).
| Recipient | Purpose | Amount |
|---|---|---|
| OPERATION AIRDROP BEDFORD, TX | TO PROVIDE RELIEF TO THE VICTIMS OF HURRICANE HELENE | $8,325 |
| CIVILIAN DISASTER RESPONSE ORGANIZATION LEICESTER, NC | TO PROVIDE RELIEF TO THE VICTIMS OF HURRICANE HELENE | $8,325 |
| CAJUN NAVY 2016 WATSON, LA | TO PROVIDE RELIEF TO THE VICTIMS OF HURRICANE HELENE | $8,325 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BRIAN COOPER | PRESIDENT | 1 | — |
| SHANNA B STRICKLAND | PRESIDENT-ELECT | 1 | — |
| JASON AUSTELL | IMMEDIATE PAST PRESIDENT | 1 | — |
| ANDREW JONES | SECRETARY | 1 | — |
| MATT STONE | TREASURER | 1 | — |
| JANICE M STEVENS | EXECUTIVE DIRECTOR | 40 | — |
| ELIE AHARON | AT LARGE | 1 | — |
| PAUL JOHNSON | AT LARGE | 1 | — |
| FRED JOYNER | AT LARGE | 1 | — |
| JOHN MAZZA | AT LARGE | 1 | — |
| SEAN O'BRIEN | AT LARGE | 1 | — |
| ROGER SIMS | AT LARGE | 1 | — |
Frequently Asked Questions
How large is North Carolina Insurance and Financial?
As of 2024, North Carolina Insurance and Financial holds $307K in total assets with $21K in annual revenue. It awarded 3 grants totaling $25K in 2024.
Where does North Carolina Insurance and Financial operate?
North Carolina Insurance and Financial has awarded grants in Louisiana, North Carolina, Texas.
What size grants does North Carolina Insurance and Financial award?
In 2024, North Carolina Insurance and Financial awarded 3 grants totaling $25K — an average of about $8K per grant, based on its IRS Form 990 filings.
How much is North Carolina Insurance and Financial required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, North Carolina Insurance and Financial reported a distributable amount of $16K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is North Carolina Insurance and Financial's EIN?
North Carolina Insurance and Financial's EIN (Employer Identification Number) is 58-1837139. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in North Carolina Insurance and Financial's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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