Nonprofit · EIN 20-5950643
THE SAMANTHA AND KYLE BUSCH BUNDLE OF JOY FUND
Tax-exempt · MOORESVILLE, NC 28117
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $518,005 | $586,563 | -$68,558 | $742,873 | $186,593 | $556,280 |
| December 31, 2023 | 990 | $385,599 | $278,431 | $107,168 | $635,537 | $10,699 | $624,838 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $538,978
- of which government grants
- $250,000
- Program service revenue
- $0
- Investment income
- $25,338
- Net income from fundraising events
- -$46,311
- Other revenue
- -$46,311
Expenses
- Grants and similar amounts paid
- $393,476
- Other salaries and wages
- $98,758
- Salaries, compensation and benefits (total)
- $106,657
- Professional fundraising fees
- $0
- Legal fees
- $6,840
- Accounting fees
- $20,889
- Occupancy
- $811
- Program services (functional)
- $455,760
- Management and general (functional)
- $101,509
- Fundraising (functional)
- $29,294
Balance sheet and other
- Total assets, start of year
- $635,537
- Total assets, end of year
- $742,873
- Total liabilities, end of year
- $186,593
- Net assets, end of year
- $556,280
- Net assets without donor restrictions
- $556,280
- Gross receipts
- $650,791
- Employees
- 2
- Volunteers
- 5
- Year formed
- 2007
- State of legal domicile
- NC
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KYLE BUSCH | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| SAMANTHA BUSCH | EXECUTIVE DI Trustee or director, Officer | 2.5 | $0 |
| NICOLE HANKS | DIRECTOR Trustee or director | 0.25 | $0 |
| LAUREN HENDERSON | DIRECTOR Trustee or director | 0.25 | $0 |
| DARREN HICKEY | DIRECTOR Trustee or director | 0.25 | $0 |
| CLIFTON HOMESLEY | DIRECTOR Trustee or director | 0.25 | $0 |
| JOHN HONDROS | DIRECTOR Trustee or director | 0.25 | $0 |
| ROOHI JEELANI | DIRECTOR Trustee or director | 0.25 | $0 |
| ALLISON LATOS | DIRECTOR Trustee or director | 0.25 | $0 |
| CAMILLE MAARA | DIRECTOR Trustee or director | 0.25 | $0 |
| CHES MCDOWELL | DIRECTOR Trustee or director | 0.25 | $0 |
| BARBARA METZELAARS | DIRECTOR Trustee or director | 0.25 | $0 |
| RYAN SCHALLES | DIRECTOR Trustee or director | 0.25 | $0 |
| MICHAEL STAHL | DIRECTOR Trustee or director | 0.25 | $0 |
| COURTNEY STEPHENSON | DIRECTOR Trustee or director | 0.25 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHARON WINGO | DIRECTOR Trustee or director | 0.25 | $0 |
990 for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KYLE BUSCH | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| SAMANTHA BUSCH | EXECUTIVE DI Trustee or director, Officer | 2.5 | $0 |
| DAVINA FANKHAUSER | DIRECTOR Trustee or director | 0.25 | $0 |
| NICOLE HANKS | DIRECTOR Trustee or director | 0.25 | $0 |
| DARREN HICKEY | DIRECTOR Trustee or director | 0.25 | $0 |
| CLIFTON HOMESLEY | DIRECTOR Trustee or director | 0.25 | $0 |
| JOHN HONDROS | DIRECTOR Trustee or director | 0.25 | $0 |
| ROOHI JEELANI | DIRECTOR Trustee or director | 0.25 | $0 |
| ALLISON LATOS | DIRECTOR Trustee or director | 0.25 | $0 |
| CAMILLE MAARA | DIRECTOR Trustee or director | 0.25 | $0 |
| BARBARA METZELAARS | DIRECTOR Trustee or director | 0.25 | $0 |
| RYAN SCHALLES | DIRECTOR Trustee or director | 0.25 | $0 |
| MICHAEL STAHL | DIRECTOR Trustee or director | 0.25 | $0 |
| COURTNEY STEPHENSON | DIRECTOR Trustee or director | 0.25 | $0 |
| SHARON WINGO | DIRECTOR Trustee or director | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 161 BYERS CREEK RD, MOORESVILLE, NC 28117-4440
- In care of
- % JOHN FULLER
- Principal officer (990 for 2024)
- KYLE BUSCH
- Signed the 990
- KYLE BUSCH, CHAIRMAN
- Phone
- (704) 620-7795
- Website
- WWW.KYLEBUSCHFOUNDATION.ORG
- Return prepared by
- KSDT & CO LLC
Mission
ADVOCATING FOR INFERTILITY EDUCATION AND AWARENESS AND REMOVING FINANCIAL BARRIERS BY GRANTING MONETARY AWARDS TO COUPLES WHO REQUIRE FERTILITY TREATMENTS TO HAVE THEIR OWN BUNDLE OF JOY.
Program accomplishments
- DURING 2024, THE SAMANTHA AND KYLE BUSCH BUNDLE OF JOY FUND HOSTED CAMPAIGNS AND EVENTS TO BENEFIT PEOPLE THAT REQUIRE IVF. THE ORGANIZATION ALSO HOSTED A PLAYDATE FOR CURRENT AND PREVIOUS GRANT RECIPIENTS, WHICH IS AN ANNUAL GATHERING TO FOR FELLOWSHIP AND CONNECTION TO FOSTER COMMUNITY WITHIN THE ORGANIZATION. THE CAMPAIGNS AND EVENTS HOSTED ALLOWED THE ORGANIZATION TO DONATE 208,476 TO REPRODUCTIVE ENDOCRINOLOGY ASSOCIATES OF CHARLOTTE, 102,000 TO PIEDMONT REPRODUCTIVE ENDOCRINOLOGY GROUP AND 83,000 TO CAROLINA CONCEPTIONS - FERTILITY CLINICS THAT HELP PEOPLE STRUGGLING WITH INFERTILITY ACHIEVE THEIR GOAL OF STARTING OR GROWING THEIR FAMILY. SAMANTHA AND KYLE BUSCH PERSONALLY VOLUNTEERED THEIR TIME AT MANY POINTS DURING THE YEAR TO APPEAR AT VARIOUS FUNDRAISING EVENTS AND RAISE AWARENESS ABOUT INFERTILITY, THE ORGANIZATION'S MISSION, AND GOALS.Expenses $455,760 · grants $393,476
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 20-5950643
- 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
- 2007
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T123)
- Assets (IRS master file)
- $742,873
- Income (IRS master file)
- $650,791
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $518,005 | $586,563 | $742,873 | XML |
| 990 | December 2023 | $385,599 | $278,431 | $635,537 | XML |
| 990 | December 2022 | $357,738 | $418,582 | $519,907 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | 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 20-5950643).
Questions about THE SAMANTHA AND KYLE BUSCH BUNDLE OF JOY FUND
- What is the EIN of THE SAMANTHA AND KYLE BUSCH BUNDLE OF JOY FUND?
- The employer identification number (EIN) of THE SAMANTHA AND KYLE BUSCH BUNDLE OF JOY FUND is 20-5950643.
- Is THE SAMANTHA AND KYLE BUSCH BUNDLE OF JOY FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to THE SAMANTHA AND KYLE BUSCH BUNDLE OF JOY FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE SAMANTHA AND KYLE BUSCH BUNDLE OF JOY FUND 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 SAMANTHA AND KYLE BUSCH BUNDLE OF JOY FUND due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE SAMANTHA AND KYLE BUSCH BUNDLE OF JOY FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of THE SAMANTHA AND KYLE BUSCH BUNDLE OF JOY FUND?
- The 990 for the year ended December 31, 2024 names KYLE BUSCH.
- Who are the officers and directors of THE SAMANTHA AND KYLE BUSCH BUNDLE OF JOY FUND?
- The 990 for the year ended December 31, 2024 lists 16 people; 0 received compensation from the organization.
- How much revenue does THE SAMANTHA AND KYLE BUSCH BUNDLE OF JOY FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $518,005, expenses of $586,563 and total assets of $742,873 at year end.
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