Civic Intelligence

Carolina Philharmonic Endowment

990EZ • Fiscal year 2024 • EIN 99-2059778

Mar 15, 2024 to Dec 31, 2024 • Filed on Nov 14, 2025

Organization ProfileN/A
105 Strathaven CourtPinehurst, NC 28374

(301) 704-3217

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • NTEE A • <$500k nonprofits • Source year 2024

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • NTEE A • <$500k nonprofits • Source year 2024

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2024 filings • NTEE A • <$500k nonprofits • Source year 2024

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • NTEE A • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets55th percentile

Assets

$181,535

No earlier filing loaded for comparison.

Net Assets

$181,535

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin100th percentile

Revenue

$181,535

No earlier filing loaded for comparison.

Expenses

$0

No earlier filing loaded for comparison.

Net Income

$181,535

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200K$150K$100K$50K$0Assets 2024: $181,535Liabilities 2024: $0Net Assets 2024: $181,5352024

Highlighted filing

2024

Assets$181,535
Liabilities$0
Net Assets$181,535
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$150K$100K$50K$0Revenue 2024: $181,535Expenses 2024: $0Net Income 2024: $181,5352024

Highlighted filing

2024

Revenue$181,535
Expenses$0
Net Income$181,535
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Mar 15, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$181,535
Mission and Program Overview

Mission

The purpose is to carry out the charitable, educational and benevolent support of the carolina philharmonic, inc. Directly related to the promotion of classical music.

Program Services

DescriptionGrantsExpenses
THE ENDOWMENT BENEFITS THE FUNCTIONS AND CARRIES OUT THE PURPOSES OF THE CAROLINA PHILHARMONIC, INC. THE ORGANIZATION PERFORMS ACITVITIES SUCH AS COMPENSATION AND COSTS OF GUEST SOLOISTS WHICH THE CAROLINA PHILHARMONIC USES FOR ITS CONCERTS.$0$0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CLIVE BECKER-JONESPresident-$0--
HELEN SCHILLACISecretary-$0--
JANIE GOULDTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Carolina Philharmonic Endowment
EIN
99-2059778
Phone
3017043217
Address
105 STRATHAVEN COURT, PINEHURST, NC 28374

Signing Officer

Name
Clive Becker-jones
Title
President
Phone
6037145563
Signed
2025-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Bernard Robinson & Company Llp
Address
PO BOX 19608, GREENSBORO, NC 27419-9608
Preparer
John M Robinson
Phone
3362944494
Supplemental Narrative

Additional Explanations

Form 990-ez, Part V, Line 33

“The activities of the carolina philharmonic endowment are to benefit and to perform the functions of and carry out the purposes of the carolina philharmonic, inc.”

Raw XML Appendix163 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum03017043217
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PINEHURST
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IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028374
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HELEN SCHILLACI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JANIE GOULD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE PURPOSE IS TO CARRY OUT THE CHARITABLE, EDUCATIONAL AND BENEVOLENT SUPPORT OF THE CAROLINA PHILHARMONIC, INC. DIRECTLY RELATED TO THE PROMOTION OF CLASSICAL MUSIC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ENDOWMENT BENEFITS THE FUNCTIONS AND CARRIES OUT THE PURPOSES OF THE CAROLINA PHILHARMONIC, INC. THE ORGANIZATION PERFORMS ACITVITIES SUCH AS COMPENSATION AND COSTS OF GUEST SOLOISTS WHICH THE CAROLINA PHILHARMONIC USES FOR ITS CONCERTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt00
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0181535
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE CAROLINA PHILHARMONIC, INC., EIN 27-0741753, WAS LISTED AS A SUPPORTED ORGANIZATION BY THE ENDOWMENT TO BENEFIT THE PURPOSES OF THE CAROLINA PHILHARMONIC AS STATED IN ITS ORIGINATING ORGANIZATION DOCUMENTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1ORGANIZATION HAD NOT YET COMPLETED ITS INITIAL 990 FILLING BEFORE THE STATED DISCLOSURE DATE. LETTER AND 990 FILINGS WILL BE PROVIDED GOING FORWARD.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE ACTIVITIES WILL DIRECTLY FURTHER THE EXEMPT PURPOSE OF THE SUPPORTED ORGANIZATION (SO) BY PERFORMING ITS FUNCTIONS AND CARRYING OUT ITS PURPOSES THROUGH SUPPORTING THE COSTS OF SUPPLEMENTAL PERFORMERS AND SOLOISTS THAT SO USES FOR ITS CONCERTS, ALL OF WHOM THE BOARD WILL SELECT BY AN OBJECTIVE AND NON-DISCRIMINATORY BASIS, NONE OF WHOM WILL BE RELATED PARTIES, AND ALL OF WHOM WILL BE CUSTOMARILY AND EXCEPTIONALLY QUALIFIED FOR THE CHARITABLE PURPOSE. BUT-FOR SUPPORTING ORGANIZATION, SO IS RESPONSIBLE FOR THE FEES. SO HAS SIGNIFICANT VOICE IN TIMING AND MANNER OF PAYMENT AND SELECTING RECIPIENTS AS A BOARD MEMBER OF SO IS ON THE BOARD OF SUPPORTING ORGANIZATION THAT SELECTS THE RECIPIENTS. NO BENEFIT IS DERIVED BY THE BOARD. AWARDING OF THE PAYMENTS IS PART OF AN ACTIVE PROGRAM OF SUPPORTING ORGANIZATION WHICH IS A NECESSARY COMPONENT AS SOLOISTS PERFORMING DIRECTLY FURTHERS SO'S EXEMPT CHARITABLE AND EDUCATIONAL PURPOSES OF PROMOTING CLASSICAL MUSIC.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3THE GOVERNING BOARD IS SELECTED BY THE BOARD OF THE SUPPORTED ORGANIZATION (SO). THE DIRECTORS MAINTAIN A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE DIRECTORS OF THE SO, AS ONE OR MORE DIRECTORS OF THE SUPPORTING ORGANIZATION IS OR ARE APPOINTED BY THE DIRECTORS OF THE SO. THE APPOINTED DIRECTOR IS INVOLVED IN THE INVESTMENT POLICIES, TIMING AND MAKING OF DISTRIBUTIONS AND GRANTS, AND OTHERWISE DIRECTING THE USE OF THE INCOME OR ASSETS FOR USE BY THE SO, AS THESE ACTIVITIES ARE CONTROLLED AT THE BOARD LEVEL. BECAUSE THESE ACTIVITIES ARE CONTROLLED AT THE BOARD LEVEL AND THERE WILL BE AT LEAST ONE DIRECTOR OF THE SO ON THE SUPPORTING ORGANIZATION'S BOARD, THE DIRECTORS WILL MAINTAIN A CLOSE AND CONTINUOUS RELATIONSHIP BETWEEN THE TWO ORGANIZATIONS. THE PROVISION FOR ONE OR MORE DIRECTORS OF THE SUPPORTING ORGANIZATION BEING APPOINTED BY THE SO IS IN ARTICLE III OF THE BYLAWS OF THE SUPPORTING ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4THIS ORGANIZATION PROVIDES FUNDING FOR EXPENSES DIRECTLY RELATED TO THE SUPPORTED ORGANIZATION'S EXEMPT MISSION. WITHOUT THIS ORGANIZATION, THE SUPPORTED ORGANIZATION WOULD NEED TO FUND THESE EXPENSES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PAGE 4, SECTION A, LINE 5A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCHEDULE A, PAGE 5, SECTION D, LINE 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2SCHEDULE A, PAGE 5, SECTION E, LINE 2A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3SCHEDULE A, PAGE 5, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc4SCHEDULE A, PAGE 5, SECTION E, LINE 2B
IRS990ScheduleA/IRSWrittenDeterminationInd0X
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THE CAROLINA PHILHARMONIC INC
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IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ACTIVITIES OF THE CAROLINA PHILHARMONIC ENDOWMENT ARE TO BENEFIT AND TO PERFORM THE FUNCTIONS OF AND CARRY OUT THE PURPOSES OF THE CAROLINA PHILHARMONIC, INC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART V, LINE 33
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CLIVE BECKER-JONES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06037145563
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAROLINA PHILHARMONIC ENDOWMENT
ReturnHeader/Filer/BusinessNameControlTxt0CARO
ReturnHeader/Filer/EIN0992059778
ReturnHeader/Filer/PhoneNum03017043217
ReturnHeader/Filer/USAddress/AddressLine1Txt0105 STRATHAVEN COURT
ReturnHeader/Filer/USAddress/CityNm0PINEHURST
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028374
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0560571159
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BERNARD ROBINSON & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 19608
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENSBORO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0274199608
ReturnHeader/PreparerPersonGrp/PhoneNum03362944494
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN M ROBINSON
ReturnHeader/ReturnTs02025-11-16T10:42:24-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-03-15
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$181,535
Liabilities
$0
Net assets
$181,535
Revenue
$181,535
Expenses
$0
Net income
$181,535
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$1.82$0.00$1.82