J B CLIVER CHARITABLE TR

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Cite this

Plain text J B CLIVER CHARITABLE TR. furp.org, nonprofit organization profile, tax years 2013–2025. https://furp.org/org/j-b-cliver-charitable-tr-366943236. Retrieved 2026-11-06.

APA furp.org. (n.d.). J B CLIVER CHARITABLE TR [Nonprofit organization profile; tax years 2013–2025]. Retrieved November 6, 2026, from https://furp.org/org/j-b-cliver-charitable-tr-366943236

MLA “J B CLIVER CHARITABLE TR.” furp.org, tax years 2013–2025, https://furp.org/org/j-b-cliver-charitable-tr-366943236. Accessed 6 Nov. 2026.

Retrieved 2026-11-06; covers tax years 2013–2025. Data: furp.org, CC BY 4.0.

2025 · Form 990PF · revenue $142K · expenses $58K · assets $945K

EIN
36-6943236
Address
CO BROWN ADVISORY 1295 ENVIRON WA, CHAPEL HILL, NC 27517-0000
NTEE code
T22 Private Independent Foundations (Philanthropy, Voluntarism and Grantmaking Foundations) published (IRS Business Master File)
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (trust)
Ruling date
May 1991 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
Foundation status
Private non-operating foundation
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 2 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

2 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Carol H Hoffmann TRUSTEE2013-2025 1 $0 reported 1
Bernard J Hank Jr (former) TRUSTEE2013 1 $0 reported 2

People by year

2025 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CAROL H HOFFMANN TRUSTEE1 $0-$0 $01
2024 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CAROL H HOFFMANN TRUSTEE1 $0-$0 $01
2023 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CAROL H HOFFMANN TRUSTEE1 $0-$0 $01
2022 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CAROL H HOFFMANN TRUSTEE1 $0-$0 $01
2021 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CAROL H HOFFMANN TRUSTEE1 $0-$0 $01
2020 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CAROL H HOFFMANN TRUSTEE1 $0-$0 $01
2019 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CAROL H HOFFMANN TRUSTEE1 $0-$0 $01
2014 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CAROL HANK HOFFMANN TRUSTEE1 $0-$0 $01
2013 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BERNARD J HANK JR TRUSTEE1 $0-$0 $02
CAROL HANK HOFFMANN TRUSTEE1 $0-$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2025 · 1 grant to organizations · $50K
2024 · 1 grant to organizations · $50K
2023 · 1 grant to organizations · $50K
2022 · 1 grant to organizations · $65K
2021 · 1 grant to organizations · $75K
2020 · 1 grant to organizations · $75K
2019 · 1 grant to organizations · $50K
2014 · 1 grant to organizations · $100K
2013 · 1 grant to organizations · $100K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

No contributors are listed on Schedule B in the e-filed returns we have for this organization.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990PF period ending 2025-12-31 · view filing · original 990 ↗
$142,189$57,833 $945,414$945,414 -- $0--
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$48,583$56,386 $861,058$861,058 -- $0--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$28,678$55,396 $869,406$869,406 -- $0--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$67,528$72,662 $896,124$896,124 -- $0--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$127,227$80,665 $901,862$901,862 -- $0--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
-$8,114$80,034 $855,704$855,704 -- $0--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$56,648$57,353 $944,007$944,007 -- $0--
2014 · Form 990PF period ending 2014-12-31 · view filing · original 990 ↗
$113,427$108,124 $870,555$870,555 $0- $0--
2013 · Form 990PF period ending 2013-12-31 · view filing · original 990 ↗
$109,427$107,618 $865,410$865,410 $0- $0--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
MISTLER CHARITABLE TRUSTNCT22 $142,810$161,418 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state, similar name
DLJH CHARITABLE FOUNDATIONNCT22 $143,902$56,266 PRESIDENT S$0 Same NTEE code T22, revenue within 2x, same state
MICHAEL AND LAURA BRADER-ARAJE FOUNDATIONNCT22 $153,066$448,651 FINANCIAL DIRECTOR$56,160 Same NTEE code T22, revenue within 2x, same state
HARVEY L KANTER FOUNDATIONNCT22 $151,345$96,344 TRUSTEE$1,875 Same NTEE code T22, revenue within 2x, same state
TOM AND BRENDA NASH FOUNDATION INCNCT22 $148,477$25,000 Chairperson$0 Same NTEE code T22, revenue within 2x, same state
BCA FOUNDATIONNCT22 $151,416$103,020 PRESIDENT DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
HELLENDALL FAMILY FOUNDATION OF NORTH CAROLINA INCNCT22 $132,328$13,562 PRESIDENT/ ED$0 Same NTEE code T22, revenue within 2x, same state
GOLDEN PEARL FOUNDATIONNCT22 $144,224$174,221 EXEC. DIR/CORP SEC.$30,501 Same NTEE code T22, revenue within 2x, same state
MIKA FOUNDATION INCNCT22 $145,503$1,843,825 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
MCNAUGHTON FAMILY FOUNDATIONNCT22 $145,789$86,454 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
PRATT FAMILY FOUNDATION INCNCT22 $150,266$227,577 President$0 Same NTEE code T22, revenue within 2x, same state
ALBERT & NAN GRAY MONK FOUNDATIONNCT22 $150,508$128,580 PRESIDENT & TREASURER$0 Same NTEE code T22, revenue within 2x, same state
KRUPA FAMILY FOUNDATION INCNCT22 $132,839$104,847 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
JEWEL BROOKS CHARITABLE TRWIT22 $144,804$154,971 TRUSTEE$38,524 Same NTEE code T22, revenue within 2x, similar name
THE LRW CHARITABLE TRTXT22 $143,062$267,492 TRUSTEE$0 Same NTEE code T22, revenue within 2x, similar name
WALKER FAM CHARITABLE TRFLT22 $148,708$157,553 PRESIDENT$20,000 Same NTEE code T22, revenue within 2x, similar name
SIMPSON CHARITABLE TRTXT22 $150,185$217,949 Trustee$26,568 Same NTEE code T22, revenue within 2x, similar name
BRENNAN FAM CHARITABLE TRILT22 $144,093$92,799 TRUSTEE$0 Same NTEE code T22, revenue within 2x, similar name
WINTMAN FAMILY CHARITABLE TR BMAT22 $134,428$174,917 TRUSTEE$0 Same NTEE code T22, revenue within 2x, similar name
VIOLET JABARA CHARITABLE TRMET22 $143,108$553,605 TRUSTEE$0 Same NTEE code T22, revenue within 2x, similar name
PARK CHARITABLE TRUSTCAT22 $138,558$3,075 Trustee$0 Same NTEE code T22, revenue within 2x
MARK WORLEY CHARITABLE TRMNT22 $136,877$66,001 TRUSTEE$30,329 Same NTEE code T22, revenue within 2x
ROUSE FAM CHARITABLE TR IPAT22 $148,545$131,276 TRUSTEE$0 Same NTEE code T22, revenue within 2x
KELLY CHARITABLE TRUSTKST22 $130,715$82,386 TRUSTEE$24,844 Same NTEE code T22, revenue within 2x
BISMILLAH CHARITABLE TRUSTMAT22 $145,128$60,760 Trustee$0 Same NTEE code T22, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTotal givenGrantsOrganizations fundedTypeYearsWhich ones
DELUCIA FAMILY FOUNDATION $40,0004 1Private foundation2022–2025 THE TEDDY BALKIND CHARITABLE FOUNDATION
THE PETER SAVITZ FOUNDATION $10,0001 1Private foundation2021–2021 THE TEDDY BALKIND CHARITABLE FOUNDATION
AMERICAN ENDOWMENT FOUNDATION $10,0001 1DAF sponsor2022–2022 THE TEDDY BALKIND CHARITABLE FOUNDATION
BREWER FAMILY FOUNDATION INC $5001 1Private foundation2024–2024 THE TEDDY BALKIND CHARITABLE FOUNDATION
CLINE FAMILY FOUNDATION INC $3001 1Private foundation2022–2022 MCKIM FAMILY CHARITABLE FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990PF · $57,833 spent · pay $0 · grants $50,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $50,000 86.5%
Fees: other professional $4,292 7.4%
Fees: accounting $2,650 4.6%
Taxes $876 1.5%
Other expenses $15 0.0%
Total$57,833100%

View the filing

2024 · Form 990PF · $56,386 spent · pay $0 · grants $50,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $50,000 88.7%
Fees: other professional $3,817 6.8%
Fees: accounting $2,400 4.3%
Taxes $154 0.3%
Other expenses $15 0.0%
Total$56,386100%

View the filing

2023 · Form 990PF · $55,396 spent · pay $0 · grants $50,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $50,000 90.3%
Fees: other professional $2,907 5.2%
Fees: accounting $2,300 4.2%
Taxes $174 0.3%
Other expenses $15 0.0%
Total$55,396100%

View the filing

2022 · Form 990PF · $72,662 spent · pay $0 · grants $65,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $65,000 89.5%
Fees: other professional $3,060 4.2%
Taxes $2,587 3.6%
Fees: accounting $2,000 2.8%
Other expenses $15 0.0%
Total$72,662100%

View the filing

2021 · Form 990PF · $80,665 spent · pay $0 · grants $75,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $75,000 93.0%
Fees: other professional $3,549 4.4%
Fees: accounting $2,000 2.5%
Taxes $101 0.1%
Other expenses $15 0.0%
Total$80,665100%

View the filing

2020 · Form 990PF · $80,034 spent · pay $0 · grants $75,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $75,000 93.7%
Fees: other professional $2,943 3.7%
Fees: accounting $2,000 2.5%
Taxes $76 0.1%
Other expenses $15 0.0%
Total$80,034100%

View the filing

2019 · Form 990PF · $57,353 spent · pay $0 · grants $50,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $50,000 87.2%
Taxes $2,834 4.9%
Fees: other professional $2,654 4.6%
Fees: accounting $1,850 3.2%
Other expenses $15 0.0%
Total$57,353100%

View the filing

2014 · Form 990PF · $108,124 spent · pay $0 · grants $100,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $100,000 92.5%
Fees: other professional $6,605 6.1%
Taxes $1,504 1.4%
Other expenses $15 0.0%
Total$108,124100%

View the filing

2013 · Form 990PF · $107,618 spent · pay $0 · grants $100,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $100,000 92.9%
Fees: other professional $6,394 5.9%
Taxes $1,209 1.1%
Other expenses $15 0.0%
Total$107,618100%

View the filing

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