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Bankers House Foundation

  • Shelby, NC
  • Tax-exempt since April 2015
  • EIN: 47-6353553

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Arts, Culture and Humanities / History Museums (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$708k (2024)

Expenses
$146k (2024)

Total Assets
$1.88M (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2014 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$708,184
Expenses
$145,813
Net Income
$562,371
Net Assets
$1,879,561
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $645,267
91.1%
Interest Revenue $0
Dividends $17,916
2.5%
Sales of Assets $0
Other Income $45,000
6.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $120,799
82.8%
Compensation of Officers* $21,600
14.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,879,561
Total Liabilities $0
Net Assets $1,879,561
Compensation
Key Employees and Officers Compensation Other
Bank Ozk (Trustee) $0 $0
Catherine Freedberg (President) $0 $0
Lydia B Matthews (Vice President) $0 $0
Phillip Poston (Treasurer) $0 $0
Charley Hamrick Iv (Secretary) $0 $0
Mildred Chapell (Board Member) $0 $0
Sydney Freedberg Jr (Board Member) $0 $0
Carolyn Jackson (Exec Director And Asst Secretary) $0 $0
Michelle Garey (Assistant Treasurer) $0 $0
J Newton Craver (Board Member) $0 $0
Chandler Durham (Board Member) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 15, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$301,726
Expenses
$136,629
Net Income
$165,097
Net Assets
$1,317,190
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $284,034
94.1%
Interest Revenue $0
Dividends $14,691
4.9%
Sales of Assets $0
Other Income $3,000
1.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $113,794
83.3%
Compensation of Officers* $21,600
15.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,317,190
Total Liabilities $0
Net Assets $1,317,190
Compensation
Key Employees and Officers Compensation Other
Bank Ozk (Trustee) $0 $0
Catherine Freedberg (President) $0 $0
Lydia B Matthews (Vice President) $0 $0
Phillip Poston (Treasurer) $0 $0
Charley Hamrick Iv (Secretary) $0 $0
Mildred Chapell (Board Member) $0 $0
Sydney Freedberg Jr (Board Member) $0 $0
Carolyn Jackson (Exec Director And Asst Secreta) $0 $0
Michelle Garey (Assistant Treasurer) $0 $0
J Newton Craver (Board Member) $0 $0
+ View more people

Document Links

990-PF
Filed on July 12, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$152,536
Expenses
$135,275
Net Income
$17,261
Net Assets
$1,152,093
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $149,726
98.2%
Interest Revenue $0
Dividends $2,810
1.8%
Sales of Assets $0
Other Income $1
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $103,105
76.2%
Compensation of Officers* $20,600
15.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,152,093
Total Liabilities $0
Net Assets $1,152,093
Compensation
Key Employees and Officers Compensation Other
Bank Of The Ozarks (Trustee) $0 $0
Catherine Freedberg (President) $0 $0
Lydia B Matthews (Vice President) $0 $0
Phillip Poston (Treasurer) $0 $0
Charley Hamrick Iv (Secretary) $0 $0
Mildred Chapell (Board Member) $0 $0
Sydney Freedberg Jr (Board Member) $0 $0
Carolyn Jackson (Exec Director And Asst Secreta) $0 $0
Michelle Garey (Assistant Treasurer) $0 $0
J Newton Craver (Board Member) $0 $0
+ View more people

Document Links

990-PF
Filed on Aug. 30, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$128,006
Expenses
$125,949
Net Income
$2,057
Net Assets
$1,134,832
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $127,825
99.9%
Interest Revenue $0
Dividends $181
0.1%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $93,345
74.1%
Compensation of Officers* $19,200
15.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,134,832
Total Liabilities $0
Net Assets $1,134,832
Compensation
Key Employees and Officers Compensation Other
Bank Of The Ozarks (Trustee) $0 $0
Catherine Freedberg (President) $0 $0
Lydia B Matthews (Vice President) $0 $0
Phillip Poston (Treasurer) $0 $0
Charley Hamrick Iv (Secretary) $0 $0
Mildred Chapell (Board Member) $0 $0
Sydney Freedberg Jr (Board Member) $0 $0
Carolyn Jackson (Exec Director And Asst Secreta) $0 $0
Michelle Garey (Assistant Treasurer) $0 $0
J Newton Craver (Board Member) $0 $0
+ View more people

Document Links

990-PF
Filed on July 10, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
View Filing (2 of 2) PDF (2 of 2)
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$156,716
Expenses
$162,605
Net Income
-$5,889
Net Assets
$1,132,774
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $155,487
99.2%
Interest Revenue $0
Dividends $1,229
0.8%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $109,755
67.5%
Compensation of Officers* $19,200
11.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,132,775
Total Liabilities $1
Net Assets $1,132,774
Compensation
Key Employees and Officers Compensation Other
Bank Of The Ozarks (Trustee) $0 $0
Catherine Freedberg (President) $0 $0
Lydia B Matthews (Vice President) $0 $0
Phillip Poston (Treasurer) $0 $0
Charley Hamrick Iv (Secretary) $0 $0
Mildred Chapell (Board Member) $0 $0
Sydney Freedberg Jr (Board Member) $0 $0
Carolyn Jackson (Exec Director And Asst Secreta) $0 $0
Michelle Garey (Assistant Treasurer) $0 $0
J Newton Craver (Board Member) $0 $0
+ View more people

Document Links

990-PF
Filed on July 14, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$96,348
Expenses
$122,845
Net Income
-$26,497
Net Assets
$1,138,663
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $132,259
> 100%
Interest Revenue $0
Dividends $4,484
4.7%
Sales of Assets $0
Other Income -$40,395
Notable Expenses Percent of Total Expenses
Charitable Disbursements $120,517
98.1%
Compensation of Officers* $19,200
15.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,138,664
Total Liabilities $1
Net Assets $1,138,663
Compensation
Key Employees and Officers Compensation Other
Bank Of The Ozarks (Trustee) $0 $0
Catherine Freedberg (President) $0 $0
Lydia B Matthews (Vice President) $0 $0
Patrick Newton (Registered Agent And Legal Adv) $0 $0
Phillip Poston (Treasurer) $0 $0
John Allen (Secretary) $0 $0
Charley Hamrick (Asst Secretary) $0 $0
Mildred Chapell (Board Member) $0 $0
Sydney Freedberg Jr (Board Member) $0 $0
Carolyn Jackson (Ex Officio And Asst Treasurer) $0 $0
+ View more people

Document Links

990-PF
Filed on Feb. 3, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$99,554
Expenses
$108,632
Net Income
-$9,078
Net Assets
$1,165,161
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $116,063
> 100%
Interest Revenue $1,880
1.9%
Dividends $1,664
1.7%
Sales of Assets $0
Other Income -$20,053
Notable Expenses Percent of Total Expenses
Charitable Disbursements $105,912
97.5%
Compensation of Officers* $18,900
17.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,165,161
Total Liabilities $0
Net Assets $1,165,161
Compensation
Key Employees and Officers Compensation Other
Bank Of The Ozarks (Trustee) $0 $0
Catherine Freedberg (President) $0 $0
Lydia B Matthews (Vice President) $0 $0
Patrick Newton (Registered Agent And Legal Adv) $0 $0
Phillip Poston (Treasurer) $0 $0
John Allen (Secretary) $0 $0
Charley Hamrick (Asst Secretary) $0 $0
Mildred Chapell (Board Member) $0 $0
Sydney Freedberg Jr (Board Member) $0 $0
Carolyn Jackson (Ex Officio And Asst Treasurer) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 6, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$613,251
Expenses
$83,071
Net Income
$530,180
Net Assets
$1,174,239
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $611,861
99.8%
Interest Revenue $385
0.1%
Dividends $1,989
0.3%
Sales of Assets $0
Other Income -$984
Notable Expenses Percent of Total Expenses
Charitable Disbursements $81,691
98.3%
Compensation of Officers* $15,600
18.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,174,239
Total Liabilities $0
Net Assets $1,174,239
Compensation
Key Employees and Officers Compensation Other
Carolyn Jackson (Executive Director) $15,600 $0
Bank Of The Ozarks (Trustee) $480 $0
Catherine Freedberg (President) $0 $0
Lydia B Matthews (Vice President) $0 $0
Patrick Newton (Registered Agent And Legal Adv) $0 $0
Phillip Poston (Treasurer) $0 $0
Adelaide Craver (Board Member) $0 $0
Mildred Chapell (Board Member) $0 $0
Charley Hamrick (Board Member) $0 $0
Sydney Freedberg Jr (Board Member) $0 $0
+ View more people

Document Links

990-PF
Filed on May 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$268,804
Expenses
$97,985
Net Income
$170,819
Net Assets
$371,000
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $267,376
99.5%
Interest Revenue $0
Dividends $66
0.0%
Sales of Assets $0
Other Income $1,362
0.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $96,685
98.7%
Compensation of Officers* $480
0.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $371,000
Total Liabilities $0
Net Assets $371,000
Compensation
Key Employees and Officers Compensation Other
Bank Of The Ozarks (Trustee) $480 $0

Document Links

990-PF
Filed on Nov. 11, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$82,009
Expenses
$68,253
Net Income
$13,756
Net Assets
$200,181
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $79,807
97.3%
Interest Revenue $0
Dividends $21
0.0%
Sales of Assets $0
Other Income $2,181
2.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $67,018
98.2%
Compensation of Officers* $480
0.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $200,181
Total Liabilities $0
Net Assets $200,181
Compensation
Key Employees and Officers Compensation Other
Bank Of The Ozarks (Trustee) $480 $0

Document Links

990-PF
Filed on May 11, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$233,741
Expenses
$47,316
Net Income
$186,425
Net Assets
$186,425
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $233,734
100.0%
Interest Revenue $0
Dividends $7
0.0%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $46,716
98.7%
Compensation of Officers* $200
0.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $186,425
Total Liabilities $0
Net Assets $186,425
Compensation
Key Employees and Officers Compensation Other
Bank Of The Ozarks (Trustee) $200 $0

Document Links

990-PF
Filed on Sept. 30, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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