2025-06-02T12:34:45-05:00 2024-12-31 561434747 GREERWALKER LLP 227 WEST TRADE ST SUITE 1100 CHARLOTTE NC 28202 990 2024-01-01 822279726 CHARLIE'S HEART FOUNDATION CHAR 7045026005 301 E JOHN STREET 2489 MATTHEWS NC 28105 MICHAEL HOLT VICE PRESIDENT AND TREASURER 7045026005 2025-05-15 1 0 PAULA P TILLEY P00051456 7043770239 2025-05-15 2024 2025-03-06 01:10:19Z REBECCA HOLT 301 E JOHN STREET 2489 MATTHEWS NC 28105 469729 0 X HTTPS://WWW.CHARLIESHEARTFOUNDATION.ORG/ X 2017 NC EMPOWERING FAMILIES TO STAY TOGETHER WHEN FACED WITH DIFFICULT LIFE CIRCUMSTANCES. 6 6 0 0 0 0 299773 327591 0 0 11825 19299 -32793 -32084 278805 314806 236000 241000 0 0 0 0 0 0 24500 83641 99821 319641 340821 -40836 -26015 655431 667285 0 0 655431 667285 EMPOWERING FAMILIES TO STAY TOGETHER WHEN FACED WITH DIFFICULT LIFE CIRCUMSTANCES. 0 0 286500 241000 TO SUPPORT SMALL NONPROFITS BY FUNDING INNOVATIVE PROGRAMS DESIGNED TO IMPROVE THE LIVES OF AT-RISK AND VULNERABLE FAMILIES. 286500 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 X 6 6 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 X MR MICHAEL HOLT 7045026005 301 E JOHN STREET 2489 MATTHEWS NC 28105 X REBECCA HOLT DIRECTOR/PRESIDENT 15.00 X X 0 0 0 MICHAEL HOLT DIRECTOR/VP/TREASURER 10.00 X X 0 0 0 SARA HYDEN BOARD MEMBER 1.00 X 0 0 0 SALLY LOFTIS BOARD MEMBER 1.00 X 0 0 0 HEATHER WALLACE SECRETARY 10.00 X X 0 0 0 DIANA MOSER-BURG BOARD MEMBER 1.00 X 0 0 0 0 0 0 0 0 0 0 0 62759 264832 327591 18558 18558 101832 101091 741 741 741 21748 62759 53832 -32084 -32084 314806 0 0 -12785 X 241000 241000 8063 8063 8820 8820 70754 45500 754 24500 6186 6186 1081 1081 BANK CHARGES AND FEES 3461 3461 DUES AND SUBSCRIPTIONS 1028 1028 TAXES AND LICENSES 428 428 340821 286500 29821 24500 21990 23106 26751 904 606690 635275 0 8000 655431 667285 0 0 X 0 0 0 0 655431 667285 655431 667285 655431 667285 -26015 37869 0 X 0 0 0 X 516313 518955 289610 299773 327591 1952242 516313 518955 289610 299773 327591 1952242 1675176 277066 46 8768 11569 7662 18558 46603 1998845 0.13860 0.12890 X CHARLIE'S HEART FOUNDATION (CHF) MEETS THE FACTS AND CIRCUMSTANCES TEST UNDER SECTION 1.170A-9(F)(3) OF THE TREASURY REGULATIONS AS EXPLAINED BELOW.CHF MEETS THE REQUIREMENTS OF TREASURY REGULATION SECTION 1.170A-9 (F)(3)(I) THAT PUBLIC SUPPORT NORMALLY RECEIVED MUST EQUAL AT LEAST 10 PERCENT. OVER THE FIVE-YEAR PERIOD ENDED DECEMBER 31, 2023 IN THE AGGREGATE, CHF RECEIVED 12.89% OF ITS TOTAL SUPPORT FROM GOVERNMENTAL OR PUBLIC SUPPORT AND 13.86% OVER THE PERIOD ENDED DECEMBER 31, 2024.IN ORDER TO SATISFY SECTION 1.170A-9(F)(3)(II) OF THE TREASURY REGULATIONS, AN ORGANIZATION "MUST BE SO ORGANIZED AND OPERATED AS TO ATTRACT NEW AND ADDITIONAL PUBLIC OR GOVERNMENTAL SUPPORT ON A CONTINUOUS BASIS. AN ORGANIZATION WILL BE CONSIDERED TO MEET THIS REQUIREMENT IF IT MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC, COMMUNITY, OR MEMBERSHIP GROUP INVOLVED, OR IF IT CARRIES ON ACTIVITIES DESIGNED TO ATTRACT SUPPORT FROM GOVERNMENTAL UNITS OR OTHER ORGANIZATIONS DESCRIBED IN SECTION 170(B)(1)(A)(I) THROUGH(B)(1)(A)(VI)."IN THE YEAR ENDED DECEMBER 31, 2024, CHF EITHER LAUNCHED OR PARTICIPATED IN THE FOLLOWING EFFORTS TO GAIN PUBLIC SUPPORT FOR ITS MISSION:1. SOCIAL MEDIA AND EMAIL EFFORTS - IN 2024, CHF RAISED $14,774 FROM ITS SMALL DONOR, ONLINE EFFORTS. CHF ALSO RECEIVES MONTHLY DONATIONS FROM CERTAIN DONORS.2. CHARLIE'S CARDS FOR A CAUSE - THIS EVENT WAS HELD IN CHARLOTTE, NORTH CAROLINA IN NOVEMBER 2024. MONEY WAS RAISED THROUGH SPONSORSHIPS AND DONATIONS RECEIVED AT THE EVENT.THE ORGANIZATION THEREFORE SATISFIES SECTION 1.170A-9(F)(3)(II) OF THE TREASURY REGULATIONS.THE FOLLOWING PERTINENT FACTORS ARE LISTED IN SECTION 1.170A-9(F)(3)(III) OF THE TREASURY REGULATIONS:(A) PERCENTAGE OF FINANCIAL SUPPORT;(B) SOURCES OF SUPPORT;(C) REPRESENTATIVE GOVERNING BODY;(D) AVAILABILITY OF PUBLIC FACILITIES OR SERVICES, PUBLIC PARTICIPATION IN PROGRAMS OR POLICIES(A) OVER THE FIVE-YEAR PERIOD ENDED DECEMBER 31, 2024, IN THE AGGREGATE, THE ORGANIZATION RECEIVED 13.86% OF ITS TOTAL SUPPORT FROM GOVERNMENTAL OR PUBLIC SUPPORT, AS DEFINED IN THE TREASURY REGULATIONS.(B) WHILE CHF RELIED ON SIGNIFICANT SEED MONEY FOR FUNDING IN ITS INITIAL FIVE YEARS OF EXISTENCE, THE ORGANIZATION RAISED FUNDS FROM OVER 135 INDIVIDUALS AND COMPANIES IN 2024 AND OVER 1,000 CONTRIBUTIONS (FROM APPROXIMATELY 750 DONORS) SINCE INCEPTION.(C) THE BOARD OF DIRECTORS OF THE ORGANIZATION IN 2024 INCLUDES THE FOLLOWING INDIVIDUALS:1. HEATHER WALLACE - SENIOR CLIENT STRATEGY MANAGER AT ENTERPRISE FLEET MANAGEMENT. HEATHER SPECIALIZES IN WORKING WITH NEW CLIENTS THROUGH NETWORKING AND ONBOARDING. SHE HAS A PASSION FOR CHF AND USES HER INTERPERSONAL SKILLS TO DEVELOP RELATIONSHIPS BENEFITING THE ORGANIZATION.2. SALLY LOFTIS - MANAGING DIRECTOR OF HUMAN RESOURCES CONSULTING FIRM. SALLY SERVES AS A MANAGEMENT CONSULTANT FOR CATCHAFIRE HELPING NONPROFITS WITH VIRTUAL VOLUNTEERS AND TAPROOT FOUNDATION WHO CONNECTS NONPROFITS WITH SKILLED VOLUNTEERS. SALLY'S HUSBAND IS PRESIDENT AND CEO OF A NONPROFIT LEADER IN HELPING CHILDREN WHO HAVE EXPERIENCED ABUSE OR OTHER TRAUMA.3. DIANA MOSER-BURG - PATIENT SERVICE REPRESENTATIVE (PS-R) NATIONAL TRAINER AND CONSULTANT. DIANA HAS ACADEMIC AND CLINICAL CERTIFICATES FOR WORKING WITH YOUTH WITH SEXUALLY ABUSIVE BEHAVIORS AND THEIR FAMILIES, AS WELL AS A CERTIFICATION FOR WORKING WITH YOUTH WITH CO-OCCURRING DISORDERS.4. SARA HYDEN - ELEMENTARY SCHOOL TEACHER AND TUTOR. SARA IS HEAVILY INVOLVED IN HER CHURCH AND IS A FORMER FOSTER PARENT WHO BRINGS THE EXPERIENCE OF WORKING WITH THE FOSTER SYSTEM TO CHF.5. MICHAEL HOLT - CIVIL ENGINEER. MICHAEL IS A CO-FOUNDER OF CHF AND IS THE FINANCIAL AND COMPLIANCE DIRECTOR. MICHAEL IS MARRIED TO REBECCA HOLT 6. REBECCA HOLT - PUBLIC SCHOOL TEACHER, HOSPITAL TEACHER. REBECCA IS A COFOUNDER AND EXECUTIVE DIRECTOR OF CHF. REBECCA IS MARRIED TO MICHAEL HOLT. (D) CHF ENVISIONS A WORLD WHERE NO FAMILY IS TORN APART BY TRAGEDY AND WHERE FAMILIES HAVE ACCESS TO THE SUPPORT THEY NEED TO STAY HEALTHY AND WHOLE. OUR MISSION IS TO FUND HOLISTIC PROGRAMS THAT PROMOTE THE MENTAL WELLBEING OF VULNERABLE FAMILIES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED CHARLIE'S CARDS FOR A CAUSE 84507 62759 21748 0 4000 3000 22951 7023 16858 84507 62759 21748 4000 3000 22951 7023 16858 53832 -32084 1 ADDIS JEMARI INC 2613-B DISCOVERY DRIVE RALEIGH NC 27616 812624103 501(C)(3) 40000 0 TO SUPPORT GENERAL OPERATIONS FOSTER VILLAGE CHARLOTTE PO BOX 77672 CHARLOTTE NC 28271 824729146 501(C)(3) 25000 0 TO SUPPORT GENERAL OPERATIONS FOSTERING GREAT IDEAS RE-IMAGINE FOSTER CARE 321 PIMLICO ROAD GREENVILLE SC 29607 274622960 501(C)(3) 11000 0 TO SUPPORT GENERAL OPERATIONS KINDER-MOURN INC 1320 HARDING PLACE CHARLOTTE NC 28204 561221194 501(C)(3) 30000 0 TO SUPPORT GENERAL OPERATIONS MITCHELL BAYS TURNER PEDIATRIC FUND INC PO BOX 12189 CHARLOTTE NC 28220 833595158 501(C)(3) 20000 0 TO SUPPORT GENERAL OPERATIONS THE STILL PLACE INC PO BOX 31 HAYESVILLE NC 28904 474377426 501(C)(3) 20000 0 TO SUPPORT GENERAL OPERATIONS ALLIANCE MEDICAL MINISTRY INC 101 DONALD ROSS DR RALEIGH NC 27610 562168673 501(C)(3) 10000 0 TO SUPPORT GENERAL OPERATIONS COUNCIL FOR CHILDRENS RIGHTS INC 601 E 5TH ST STE 510 CHARLOTTE NC 28202 561325184 501(C)(3) 20000 0 TO SUPPORT GENERAL OPERATIONS HOPEFUL HORIZONS PO BOX 1775 BEAUFORT SC 29901 571063332 501(C)(3) 15000 0 TO SUPPORT GENERAL OPERATIONS THE PARENTING PATH 500 W NORTHWEST BOULEVARD WINSTONSALEM NC 27105 581443692 501(C)(3) 10000 0 TO SUPPORT GENERAL OPERATIONS PROJECT 658 - HOPE COMMUNITY CLINIC 3646 CENTRAL AVENUE CHARLOTTE NC 28205 462956418 501(C)(3) 15000 0 TO SUPPORT GENERAL OPERATIONS MIND BODY BABY 3112 ARUNDEL DRIVE CHARLOTTE NC 28209 825495504 501(C)(3) 15000 0 TO SUPPORT GENERAL OPERATIONS BEAUTY MARKS FOR GIRLS 525 BENS CREEK ROAD WOODRUFF SC 29388 825487846 501(C)(3) 10000 0 TO SUPPORT GENERAL OPERATIONS PART I, LINE 2: THE LETTER OF INTEREST IS THE FIRST STAGE OF THE CHARLIE'S HEART FOUNDATION'S GRANT FUNDING PROCESS. IT IS INTENDED TO PROVIDE CHARLIE'S HEART FOUNDATION WITH ENOUGH PRELIMINARY INFORMATION TO ASSESS WHETHER OR NOT THE REQUEST CAN BE CONSIDERED, WITHOUT REQUIRING AS MUCH DEPTH AND DETAIL AS THE FULL GRANT APPLICATION. IF THE LETTER OF INTEREST IS CONSISTENT WITH THE FOUNDATION'S INTERESTS AND PRIORITIES, THE PROGRAM OFFICER WILL INVITE THE ORGANIZATION TO SUBMIT A FULL GRANT APPLICATION. AT CHARLIE'S HEART FOUNDATION'S DISCRETION, INTERVIEWS AT THE APPLICANT'S OFFICE, THE PROJECT SITE, AND THE FOUNDATION OFFICE MAY BE A PART OF THE REVIEW PROCESS. ONCE THE GRANT APPLICATION IS DEEMED COMPLETE, CHARLIE'S HEART FOUNDATION WILL CONTACT THE APPLICANT TO SCHEDULE A BRIEF TELEPHONE INQUIRY. DURING THE TELEPHONE INQUIRY, THE ORGANIZATION REPRESENTATIVE SHOULD BE PREPARED TO ANSWER ANY FOLLOW-UP QUESTIONS THE PROGRAM OFFICER MAY HAVE. IF THE REQUEST IS CONSISTENT WITH THE FOUNDATION'S INTERESTS AND PRIORITIES, THE PROGRAM OFFICER WILL DIRECT THE GRANT APPLICATION TO THE FORMAL REVIEW PROCESS. AFTER THE TELEPHONE INTERVIEWS, THE REMAINING ORGANIZATIONS ARE PRESENTED TO THE GRANT REVIEW COMMITTEE WHERE FINAL SELECTIONS ARE MADE. ORGANIZATIONS RECEIVING GRANT FUNDING WILL BE REQUIRED TO ATTEND A CHECK-IN CALL AND SUBMIT AN IMPACT REPORT TO THE FOUNDATION REGARDING THE USE OF THE GRANT FUNDS. FORM 990, PART VI, SECTION A, LINE 2 REBECCA HOLT AND MICHAEL HOLT ARE HUSBAND AND WIFE. MICHAEL HOLT AND SARA HYDEN ARE BROTHER AND SISTER. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE TREASURER PRIOR TO FILING AND A COPY IS SENT VIA EMAIL TO OTHER BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C PERIODIC REVIEWS ARE PERFORMED IN ORDER TO ENSURE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART IX, LINE 11G PAYPAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 754. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 754. CONTRACTOR SERVICES: PROGRAM SERVICE EXPENSES 45,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 24,500. TOTAL EXPENSES 70,000.