Nonprofit · EIN 20-2217504
THE CHARITABLE FOUNDATION OF THE
Tax-exempt · ATLANTA, GA 30303
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $658,309 | $657,271 | $1,038 | $5,083,751 | $0 | $5,083,751 |
| June 30, 2024 | 990 | $422,294 | $385,133 | $37,161 | $5,260,412 | $320,000 | $4,940,412 |
| June 30, 2023 | 990 | $1,619,887 | $264,481 | $1,355,406 | $1,644,156 | $0 | $1,644,156 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $376,600
- Program service revenue
- $0
- Investment income
- $281,709
- Net gain from sales of assets
- $205,025
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $595,900
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $8,460
- Program services (functional)
- $597,899
- Management and general (functional)
- $59,227
- Fundraising (functional)
- $145
Balance sheet and other
- Total assets, start of year
- $5,260,412
- Total assets, end of year
- $5,083,751
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,083,751
- Publicly traded securities
- $3,777,912
- Net assets without donor restrictions
- $4,793,729
- Net assets with donor restrictions
- $290,022
- Gross receipts
- $2,061,324
- Employees
- 1
- Volunteers
- 14
- Year formed
- 2013
- State of legal domicile
- GA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| GINA SIMPSON | EXECUTIVE DIRECTOR Officer | 5 | $0 | $193,720 |
| CANNON CARR | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ADRIAN CRONJE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BILL PENDLETON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BILL VOGEL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHRIS CLEVELAND | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CLYDE TUGGLE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAVID RUBINGER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GRETCHEN CORBIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| HELENE LOLLIS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOHN O'NEILL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LAURA LEE GENTRY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MICHAEL RUSSELL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| RON CANAKARIS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| YUM ARNOLD | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| GINA SIMPSON | EXECUTIVE DIRECTOR Officer | 5 | $0 | $182,500 |
| CANNON CARR | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| YUM ARNOLD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GRETCHEN CORBIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ADRIAN CRONJE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DOUG ELLIS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| HELENE LOLLIS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAVE MOODY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOHN O NEILL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| NEAL PURCELL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAVID RUBINGER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MICHAEL RUSSELL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PAT UPSHAW-MONTEITH | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 14 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| GINA SIMPSON | EXECUTIVE DIRECTOR Officer | 5 | $0 | $186,000 |
| DOUG ELLIS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| NONI ELLISON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BLAKE MCBURNEY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BILL TODD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TOMMY HOLDER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| NEAL PURCELL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOHN MCBURNEY | TRUSTEE Trustee or director, Officer | 1 | $0 | $0 |
| PAT UPSHAW MONTEITH | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAVE MOODY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| YUM ARNOLD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CANNON CARR | TRUSTEE Trustee or director | 1 | $0 | $0 |
| HELENE LOLLIS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ADRIAN CRONJE | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 40 COURTLAND ST NE, ATLANTA, GA 30303-2538
- In care of
- % LINDA THOMASON GLASS
- Principal officer (990 for 2024)
- Gina Simpson, 40 Courtland St, Atlanta, GA 30303
- Signed the 990
- Gina Simpson, Executive Director
- Phone
- (404) 376-4684
- Return prepared by
- Mauldin & Jenkins LLC
Mission
To raise funds for charitable projects and activities both within the United States and internationally.
Program accomplishments
- EARLY EDUCATION INITIATIVE: ATLANTA MAYOR ANDRE DICKENS HAS BEGUN MOBILIZING A HISTORIC $20M PUBLIC/PRIVATE INVESTMENT IN EARLY EDUCATION, CALLING ON THE PRIVATE SECTOR FOR HELP. THE ROTARY CLUB'S CHARITABLE FOUNDATION IS ANSWERING THAT CALL WITH A THREE-YEAR COMMITMENT TO INCREASE ACCESS TO AND THE QUALITY OF EARLY CHILDHOOD EDUCATION IN ATLANTA. EARLY EDUCATORS ARE AMONG THE LOWEST-PAID PROFESSIONALS IN EVERY STATE, WHICH IS WHY EDUCATION WORKFORCE INCENTIVES ARE A KEY PILLAR OF THE MAYOR'S PLAN. THE ROTARY CLUB OF ATLANTA WILL BE THE LEAD PRIVATE-SECTOR PARTNER IN THIS EFFORT, HELPING TO KEEP MORE OF OUR BIRTH-TO-FIVE TEACHERS IN THE CLASSROOM AND ENCOURAGING THEM TO PUT THE SCIENCES OF HEALTHY BRAIN DEVELOPMENT, LANGUAGE ACQUISITION AND LITERACY TO WORK FOR OUR YOUNGEST LEARNERS.Expenses $446,000 · grants $446,000
- GRANTS FOR SUMMER CAMP PROGRAMS FOR UNDERPRIVILEGED YOUTH.Expenses $151,899 · grants $149,900
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 20-2217504
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2005
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $5,083,751
- Income (IRS master file)
- $2,061,324
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $658,309 | $657,271 | $5,083,751 | XML |
| 990 | June 2024 | $422,294 | $385,133 | $5,260,412 | IRS |
| 990 | June 2023 | $1,619,887 | $264,481 | $1,644,156 | XML |
| 990 | June 2022 | $263,984 | $195,695 | $330,300 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-2217504).
Questions about THE CHARITABLE FOUNDATION OF THE
- What is the EIN of THE CHARITABLE FOUNDATION OF THE?
- The employer identification number (EIN) of THE CHARITABLE FOUNDATION OF THE is 20-2217504.
- Is THE CHARITABLE FOUNDATION OF THE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to THE CHARITABLE FOUNDATION OF THE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE CHARITABLE FOUNDATION OF THE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE CHARITABLE FOUNDATION OF THE due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE CHARITABLE FOUNDATION OF THE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of THE CHARITABLE FOUNDATION OF THE?
- The 990 for the year ended June 30, 2025 names Gina Simpson.
- Who are the officers and directors of THE CHARITABLE FOUNDATION OF THE?
- The 990 for the year ended June 30, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does THE CHARITABLE FOUNDATION OF THE have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $658,309, expenses of $657,271 and total assets of $5,083,751 at year end.
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