2025-06-24T07:39:41-05:00 2024-12-31 611064249 DEMING MALONE LIVESAY & OSTROFF PSC 9300 SHELBYVILLE RD STE 1100 LOUISVILLE KY 402225187 990 2024-01-01 274209721 THE SPECIAL FORCES CHARITABLE TRUST SPEC 7048608312 PO BOX 53 SOUTHERN PINES NC 28388 JODI BURNS CHIEF EXECUTIVE OFFICER 7048608312 2025-06-12 1 0 CHRISTINE N KOENIG P01022180 5024269660 2025-05-22 2024 2025-03-06 01:10:19Z X JODI BURNS PO BOX 53 SOUTHERN PINES NC 28388 5460900 0 X SPECIALFORCESCHARITABLETRUST.ORG X 2010 NC TO SERVE PAST AND PRESENT US ARMY SPECIAL FORCES SOLDIERS AND THEIR FAMILIES (SEE SCHEDULE O) THROUGH DIRECT SERVICE PROGRAMS SUCH AS SCHOLARSHIPS, VETERAN ASSISTANCE, TRANSITION PROGRAMS, AND FAMILY SUPPORT SERVICES. 14 14 14 14 0 0 4796630 3375488 0 1939972 86311 10605 226453 -277075 5109394 5048990 127233 425173 0 0 763304 724506 0 0 352479 3650362 3719089 4540899 4868768 568495 180222 3512650 3633240 290577 223001 3222073 3410239 X THE SPECIAL FORCES CHARITABLE TRUST (SFCT) PROVIDES MEANINGFUL AND SUSTAINABLE SUPPORT TO THE GREEN BERETS AND THEIR FAMILIES. THE SFCT SUPPORTS TIMELY, INNOVATIVE, AND COMPREHENSIVE PROGRAMS AND SERVICES DESIGNED TO ENHANCE THE WELL-BEING AND HEALTH OF BOTH THE SPECIAL FORCES SOLDIER AND HIS FAMILY. 0 0 1262359 306903 1353191 VETERANS AND HERITAGE - COMMITMENT TO THE SUPPORT OF SPECIAL FORCES VETERANS AND THEIR LEGACY, TO ENSURE THEIR WELFARE, AND PROVIDE DIRECT ASSISTANCE WHEN NEEDED. PROVIDING FUNDING FOR PROFESSIONAL COUNSELING, MEMORIALS, AND MONUMENTS FOR SPECIAL FORCES SOLDIERS AS WELL AS RECEPTIONS FOR RECOVERED MIA/KIA SPECIAL FORCES SOLDIERS AND MEDAL OF HONOR RECIPIENTS. 1011335 3954 37046 FAMILY AND COMMAND SUPPORT - EVENTS HELD FOR SPECIAL FORCES FAMILIES TO PROMOTE HEALTHY, HELPFUL STRATEGIES TO NAVIGATE THE PHYSICAL, EMOTIONAL, AND MENTAL CHALLENGES ENCOUNTERED IN THEIR DAILY LIVES. THESE EVENTS ALLOW THE FAMILIES TO RREFRESH, REFUEL, AND RECONNECT WHILE PROVIDING NEW CONCEPTS AND SKILLS THAT CAN BE IMMEDIATELY IMPLEMENTED IN THEIR PERSONAL AND PROFESSIONAL LIVES. 436709 264458 EDUCATION AND MOTIVATION - EMPOWERING THE FURTHERANCE OF EDUCATION AND CAREER GOALS BY PROVIDING EDUCATIONAL GRANTS TO SPOUSES AND MERIT-BASED SCHOLARSHIPS FOR CHILDREN OF CURRENT SPECIAL FORCES MEMBERS. 1677897 114316 285277 1677897 114316 285277 4388300 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 5 0 1 14 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 0 0 AL AK AR CA CO CT DC FL GA HI IL KS KY ME MI MN MS MO MT NH NJ NM NY NC OH OK OR PA RI SC TX UT VA WA WV WI TN X JODI BURNS 7048608312 PO BOX 53 SOUTHERN PINES NC 28388 DARSIE ROGERS PRESIDENT 4.00 X X 0 0 0 CHAD FAULKNER VICE PRESIDENT 2.00 X X 0 0 0 BRAD MOSES CO-VICE PRESIDENT 2.00 X X 0 0 0 CHIP GRUNDY TREASURER 2.00 X X 0 0 0 KEVIN CRAWFORD SECRETARY 4.00 X X 0 0 0 TIMO HIXON BOARD MEMBER 3.00 X 0 0 0 ANOTON MARANO BOARD MEMBER 3.00 X 0 0 0 RONNIE MCCANN BOARD MEMBER 3.00 X 0 0 0 NIC PERKIN BOARD MEMBER 1.00 X 0 0 0 DAN ROBITAILLE BOARD MEMBER 1.00 X 0 0 0 MARK STILES BOARD MEMBER 1.00 X 0 0 0 ANDREW SWANK BOARD MEMBER 1.00 X 0 0 0 PAUL THEOFANOUS BOARD MEMBER 2.00 X 0 0 0 PHIL VOTTIERO BOARD MEMBER 1.00 X 0 0 0 JODI BURNS EXECUTIVE DIRECTOR 40.00 X 200050 0 2610 CAMERON DAVIS PROGRAMS DIRECTOR 40.00 X 103512 0 721 303562 0 3331 2 0 1 0 0 2436083 939405 340784 3375488 WARRIOR PROGRAMS 900099 1939972 1939972 1939972 10044 10044 53306 52745 561 561 561 82090 2436083 359165 -277075 -277075 5048990 1939972 0 -266470 173640 173640 251533 251533 202660 151995 20266 30399 465743 398310 26374 41059 3198 2826 144 228 52905 25865 10816 16224 7492 7492 1604 1604 287600 255420 15571 16609 74849 30546 44303 176358 96462 18627 61269 37681 32722 133 4826 505216 367793 1592 135831 6346 6346 9248 1341 6919 988 WARRIOR PROGRAMS 1976734 1976734 FAMILY AND COMMAND SUPP 502644 502644 EDUCATION AND MOTIVATIO 99000 99000 DUES AND SUBSCRIPTIONS 17592 2290 14615 687 16725 12833 3836 56 4868768 4388300 127989 352479 3120488 2607113 3656 3656 6841 6341 41369 19987 13404 21382 189005 628999 179256 365749 3512650 3633240 141936 90531 148641 132470 290577 223001 X 3222073 3410239 3222073 3410239 3512650 3633240 180222 7944 0 X X 0 1 X 1 0 X 1771587 3042622 4223297 4796630 5315460 19149596 1771587 3042622 4223297 4796630 5315460 19149596 19149596 10044 10044 19159640 0.99950 0.98590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 250000 5342 255342 1.00000 0.00000 0.00000 0 0 41369 19987 21382 21382 OPERATING LEASE RIGHT-OF-USE ASSET 123789 GARY GORDON MEMORIAL STATUE 28100 FIREARMS, PRIZES, IN-KIND GOODS 213860 365749 LEASE LIABILITY 132470 132470 X 5414495 7944 359165 367109 5047386 1604 1604 5048990 5226329 359165 359165 4867164 1604 1604 4868768 PART V, LINE 4: THE ENDOWMENT CONSISTS OF 14 INDIVIDUAL FUNDS TO SUPPORT OPERATIONS AND OTHER SPECIFICED PURPOSES OF THE ORGANIZATION. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN REFLECTED IN THE ORGANIZATION'S FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: LESS SPECIAL EVENT FEES 359,165. PART XII, LINE 2D - OTHER ADJUSTMENTS: LESS SPECIAL EVENT FEES 359,165. TGAS 2300482 2224025 76457 131226 28618 76457 43797 SPARTAN CLAYS 118506 118506 1680 44714 3 99185 93552 5633 4311 5633 21431 2518173 2436083 82090 137217 73332 82090 65228 357867 -275777 1 DONOVAN AND BANK FOUNDATION 7409 HAMMERSLEY RD FAYETTEVILLE NC 28306 872789816 501C3 50000 0 GENERAL OPERATIONS SPECIAL OPERATIONS ASSOCIATION 4313 NORTH COURSE LN AVON PARK FL 33825 742619854 10000 0 GENERAL OPERATIONS SECURE AMERICA NOW 2615 KOELN ST NEW BRAUNFELS TX 78132 422661495 13000 0 GENERAL OPERATIONS MEMORIAL 3 GUN FOUNDATION 1041 STEELE SPRINGS RD CLARKSVILLE TN 37040 832246745 501C3 15000 0 GENERAL OPERATIONS MARINE RECONNAISSANCE FOUNDATION 91-1000 HOOMANAO ST EWA BEACH HI 96706 463009425 501C3 10000 0 GENERAL OPERATIONS MILLITARY WARRIORS SUPPORT FOUNDATION 211 N LOOP 1604E - SUITE 250 SAN ANTONIO TX 78232 208742203 501C3 50000 0 GENERAL OPERATIONS PATRIOTS HALL 100 COMMONS RD STE 7 377 DRIPPING SPRINGS TX 78620 834231759 501C3 10000 0 GENERAL OPERATIONS 5 2 CAREGIVER GRANT 5 25000 ONE TIME ASSISTANCE 2 10000 HURRICANE HELENE RELIEF 2 10000 HURRICANE MILTON RELIEF 2 10000 PART I, LINE 2: THE ORGANIZATION MAINTAINS RECORDS OF ALL GRANTS PROVIDED AND USES INTERNAL CONTROLS TO MONITOR ACCOUNTABILITY. X 0 0 0 0 0 0 0 0 0 JODI BURNS EXECUTIVE DIRECTOR 200000 0 0 0 50 0 0 0 2610 0 202660 0 0 0 X 3 177246 FMV X BACKPACKS 0 150984 FMV X GENERATORS, TOOLS 0 14365 FMV X TACTICAL GEAR AND EQUIPMENT 0 10896 FMV X FIREARMS 0 950 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM IS GIVEN TO EACH BOARD MEMBER AND THEREAFTER A CONFERENCE CALL IS MADE TO REVIEW THE DOCUMENT AND ANSWER ANY QUESTIONS. FORM 990, PART VI, SECTION B, LINE 12C EACH MEMBER SIGNS THE CONFLICT OF INTEREST POLICY ANNUALLY. ANY POSSIBLE CONFLICTS ARE BROUGHT TO THE BOARD'S ATTENTION. FORM 990, PART VI, SECTION B, LINE 15A REVIEW AND APPROVAL BY THE BOARD BASED ON COMPARABLE ORGANIZATIONS AND GROWTH. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. FORM 990, ITEM B FORM 990, PART VIII, STATEMENT OF REVENUES, WAS AMENDED TO RECLASSIFY CERTAIN RECEIPTS FROM FUNDRAISING TO PROGRAM AND CONTRIBUTION REVENUE. SCHEDULE G WAS UPDATED ACCORDINGLY. PART IX, STATEMENT OF FUNCTIONAL EXPENSES, WAS AMENDED TO INCLUDE PROGRAM EXPENSES PREVIOUSLY REPORTED AS FUNDRAISING. TOTAL PROGRAM REVENUE AND EXPENSE PER PART III WERE UPDATED ACCORDINGLY. THERE WAS NO CHANGE TO "REVENUE LESS EXPENSES."