Nonprofit · EIN 27-4209721
SPECIAL FORCES CHARITABLE TRUST
Tax-exempt · SOUTHERN PNES, NC 28387
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 (amended) | $5,048,990 | $4,868,768 | $180,222 | $3,633,240 | $223,001 | $3,410,239 |
| December 31, 2023 | 990 | $5,109,394 | $4,540,899 | $568,495 | $3,512,650 | $290,577 | $3,222,073 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $3,375,488
- Program service revenue
- $1,939,972
- Investment income
- $10,605
- Net gain from sales of assets
- $561
- Net income from fundraising events
- -$277,075
- Other revenue
- -$277,075
Expenses
- Grants and similar amounts paid
- $425,173
- Compensation of officers, directors and key employees
- $202,660
- Other salaries and wages
- $465,743
- Salaries, compensation and benefits (total)
- $724,506
- Professional fundraising fees
- $0
- Accounting fees
- $7,492
- Occupancy
- $37,681
- Travel
- $505,216
- Depreciation
- $6,346
- Program services (functional)
- $4,388,300
- Management and general (functional)
- $127,989
- Fundraising (functional)
- $352,479
Balance sheet and other
- Total assets, start of year
- $3,512,650
- Total assets, end of year
- $3,633,240
- Total liabilities, end of year
- $223,001
- Net assets, end of year
- $3,410,239
- Land, buildings and equipment
- $21,382
- Publicly traded securities
- $628,999
- Net assets without donor restrictions
- $3,410,239
- Gross receipts
- $5,460,900
- Employees
- 14
- Volunteers
- 14
- Year formed
- 2010
- 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 | Other / benefits |
|---|---|---|---|---|
| JODI BURNS | EXECUTIVE DIRECTOR Officer | 40 | $200,050 | $2,610 |
| CAMERON DAVIS | PROGRAMS DIRECTOR Highest-paid employee | 40 | $103,512 | $721 |
| DARSIE ROGERS | PRESIDENT Trustee or director, Officer | 4 | $0 | $0 |
| CHAD FAULKNER | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| BRAD MOSES | CO-VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| CHIP GRUNDY | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| KEVIN CRAWFORD | SECRETARY Trustee or director, Officer | 4 | $0 | $0 |
| TIMO HIXON | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| ANOTON MARANO | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| RONNIE MCCANN | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| NIC PERKIN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DAN ROBITAILLE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARK STILES | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ANDREW SWANK | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| PAUL THEOFANOUS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PHIL VOTTIERO | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JODI BURNS | EXECUTIVE DI Officer | 40 | $200,000 |
| HARRISON GILLIAM | DEVELOPMENTA Officer | 40 | $101,500 |
| CAMERON DAVIS | PROGRAM DIRE Officer | 40 | $93,500 |
| BRITTANY MCFALLS | EXECUTIVE AS Officer | 40 | $82,269 |
| KEVIN CRAWFORD | SECRETARY Officer | – | $0 |
| CHAD FAULKNER | VICE PRESIDE Officer | – | $0 |
| VAUGHAN GUNDY | BOARD MEMBER Officer | – | $0 |
| VAUGHAN GUNDY | BOARD MEMBER Officer | – | $0 |
| NIC PERKIN | BOARD MEMBER Officer | – | $0 |
| ED PETKOVICH | TREASURER Officer | – | $0 |
| DAN ROBITAILLE | BOARD MEMBER Officer | – | $0 |
| DARSIE ROGERS | PRESIDENT Officer | – | $0 |
| MARK STILES | BOARD MEMBER Officer | – | $0 |
| PAUL THEOFANOUS | BOARD MEMBER Officer | – | $0 |
| PHIL VOTTIERO | BOARD MEMBER Officer | – | $0 |
Address and contacts
- Address (IRS master file)
- 677 S BENNETT ST, SOUTHERN PNES, NC 28387-5919
- Principal officer (990 for 2024)
- JODI BURNS, PO BOX 53, SOUTHERN PINES, NC 28388
- Signed the 990
- JODI BURNS, CHIEF EXECUTIVE OFFICER
- Phone
- (704) 860-8312
- Return prepared by
- DEMING MALONE LIVESAY & OSTROFF PSC
Mission
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.
Program accomplishments
- 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.Expenses $1,262,359 · grants $306,903 · revenue $1,353,191
- 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.Expenses $1,011,335 · grants $3,954 · revenue $37,046
- 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.Expenses $436,709 · revenue $264,458
- Expenses $1,677,897 · grants $114,316 · revenue $285,277
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
- 27-4209721
- 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
- 2011
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $3,633,240
- Income (IRS master file)
- $5,460,900
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $5,048,990 | $4,868,768 | $3,633,240 | XML |
| 990 | December 2023 | $5,109,394 | $4,540,899 | $3,512,650 | XML |
| 990 | December 2022 | $3,981,390 | $3,671,210 | $2,853,897 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 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 27-4209721).
Questions about SPECIAL FORCES CHARITABLE TRUST
- What is the EIN of SPECIAL FORCES CHARITABLE TRUST?
- The employer identification number (EIN) of SPECIAL FORCES CHARITABLE TRUST is 27-4209721.
- Is SPECIAL FORCES CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to SPECIAL FORCES CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SPECIAL FORCES CHARITABLE TRUST 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 SPECIAL FORCES CHARITABLE TRUST 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 SPECIAL FORCES CHARITABLE TRUST 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 SPECIAL FORCES CHARITABLE TRUST?
- The 990 for the year ended December 31, 2024 names JODI BURNS.
- Who are the officers and directors of SPECIAL FORCES CHARITABLE TRUST?
- The 990 for the year ended December 31, 2024 lists 16 people; 2 received compensation from the organization, the highest $200,050 (JODI BURNS, EXECUTIVE DIRECTOR).
- How much revenue does SPECIAL FORCES CHARITABLE TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $5,048,990, expenses of $4,868,768 and total assets of $3,633,240 at year end.
Other nonprofits in SOUTHERN PNES
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- ST JOSEPH OF PINES INC EIN 56-0694200 · last filed 990 for 2025
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- CAROLINAS GOLF ASSOCIATION EIN 56-0509290 · last filed 990 for 2025
- INTERNATIONAL PENTECOSTAL HOLINESS FOUNDATION INC EIN 73-1618309 · last filed 990 for 2023
- HUMANE SOCIETY OF MOORE COUNTY INC EIN 56-0891408 · last filed 990 for 2025
- SANDHILLS COMMUNITY ACTION PROGRAM INC EIN 56-0854878 · last filed 990 for 2025
- GREEN BERET FOUNDATION EIN 27-1206961 · last filed 990 for 2024
All nonprofits in SOUTHERN PNES · North Carolina · Philanthropy, voluntarism and grantmaking foundations