Private Foundation

NORTH CAROLINA INSURANCE AND FINANCIAL ADVISORS FOUNDATION INC

NORTH CAROLINA INSURANCE AND FINANCIAL ADVISORS FOUNDATION INC is a private foundation categorized as Private Foundation based in CHARLOTTE, NC. Its most recent IRS filing (2024) reports revenue of $21K, expenses of $27K, total assets of $307K. Imperigo tracks 3 reported grants from this foundation totaling approximately $25K.

EIN: 581837139 CHARLOTTE, NC Latest filing: 2024

Total Revenue$21K

Total Expenses$27K

Total Assets$307K

Grants Given3

Grant Total$25K

Filing Years2018–2024

Sample Grants Given

OPERATION AIRDROP

BEDFORD, TX · 2024

TO PROVIDE RELIEF TO THE VICTIMS OF HURRICANE HELENE

$8,325

CIVILIAN DISASTER RESPONSE ORGANIZATION

LEICESTER, NC · 2024

TO PROVIDE RELIEF TO THE VICTIMS OF HURRICANE HELENE

$8,325

CAJUN NAVY 2016

WATSON, LA · 2024

TO PROVIDE RELIEF TO THE VICTIMS OF HURRICANE HELENE

$8,325

Showing up to 5 of 3 total records — full history available with membership.

Officers & Directors

SECRETARY Andrew Jones

PRESIDENT Brian Cooper

AT LARGE Elie Aharon

AT LARGE Fred Joyner

EXECUTIVE DIRECTOR Janice M Stevens

IMMEDIATE PAST PRESIDENT Jason Austell

Officer compensation and complete director data available with membership.

Top Grant Purposes

TO PROVIDE RELIEF TO THE VICTIMS OF HURRICANE HELENE

$24,975 3 grants

Financial Trends

Year	Revenue	Expenses	Assets
2024	$21K	$27K	$307K
2022	$14K	$1K	$284K
2020	$9K	$7K	$304K
2019	$18K	$10K	$278K
2018	$14K	$10K	$272K

Between 2018 and 2024, reported annual revenue grew from $14K to $21K (+52%), with total assets most recently reported at $307K.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in LA, NC, TX.

LANCTX

Full geographic grant map with state-by-state breakdown available with membership.

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