Nonprofit · EIN 43-1525099
THE AUNT KATE FOUNDATION
Tax-exempt · CHARLOTTE, NC 28211
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $101,496 | $65,589 | $35,907 | $874,757 | $0 | $874,757 |
| December 31, 2024 | 990-PF | $50,893 | $62,440 | -$11,547 | $838,850 | $0 | $838,850 |
| December 31, 2023 | 990-PF | $39,593 | $80,408 | -$40,815 | $850,397 | $0 | $850,397 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $25,415
- Net gain from sales of assets
- $69,635
- Other income
- $6,446
Expenses
- Grants and similar amounts paid
- $35,500
- Compensation of officers, directors and key employees
- $15,000
- Disbursements for charitable purposes
- $45,888
- Excise tax on investment income
- $1,063
Balance sheet and other
- Total assets, start of year
- $838,850
- Total assets, end of year
- $874,757
- Total liabilities, end of year
- $0
- Net assets, end of year
- $874,757
- Fair market value of assets
- $906,063
- Qualifying distributions
- $45,888
- Net investment income
- $95,050
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-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELIZABETH FLEMING KNIGHT PMB 318 338 S SHARON AMITY ROAD, CHARLOTTE, NC 282112806 | ADMINISTRATOR | 10 | $15,000 |
| CHARLES J FLEMING PMB 318 338 S SHARON AMITY ROAD, CHARLOTTE, NC 282112806 | DIRECTOR | 0 | $0 |
| JENNIFER Z FLEMING PMB 318 338 S SHARON AMITY ROAD, CHARLOTTE, NC 282112806 | DIRECTOR | 0 | $0 |
| KEVIN C FLEMING PMB 318 338 S SHARON AMITY ROAD, CHARLOTTE, NC 282112806 | PRESIDENT | 0 | $0 |
| PATRICK J FLEMING PMB 318 338 S SHARON AMITY ROAD, CHARLOTTE, NC 282112806 | VICE PRESIDENT | 0 | $0 |
| KATHERINE R FLEMING PMB 318 338 S SHARON AMITY ROAD, CHARLOTTE, NC 282112806 | SECRETARY AND TREASURER | 0 | $0 |
990-PF for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELIZABETH FLEMING KNIGHT PMB 318 338 S SHARON AMITY ROAD, CHARLOTTE, NC 282112806 | ADMINISTRATOR | 10 | $15,000 |
| CHARLES J FLEMING PMB 318 338 S SHARON AMITY ROAD, CHARLOTTE, NC 282112806 | DIRECTOR | 0 | $0 |
| JENNIFER Z FLEMING PMB 318 338 S SHARON AMITY ROAD, CHARLOTTE, NC 282112806 | DIRECTOR | 0 | $0 |
| KEVIN C FLEMING PMB 318 338 S SHARON AMITY ROAD, CHARLOTTE, NC 282112806 | PRESIDENT | 0 | $0 |
| PATRICK J FLEMING PMB 318 338 S SHARON AMITY ROAD, CHARLOTTE, NC 282112806 | VICE PRESIDENT | 0 | $0 |
| KATHERINE R FLEMING PMB 318 338 S SHARON AMITY ROAD, CHARLOTTE, NC 282112806 | SECRETARY AND TREASURER | 0 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELIZABETH FLEMING KNIGHT PMB 318 338 S SHARON AMITY ROAD, CHARLOTTE, NC 282112806 | ADMINISTRATOR | 10 | $15,000 |
| CHARLES J FLEMING PMB 318 338 S SHARON AMITY ROAD, CHARLOTTE, NC 282112806 | DIRECTOR | 0 | $0 |
| JENNIFER Z FLEMING PMB 318 338 S SHARON AMITY ROAD, CHARLOTTE, NC 282112806 | DIRECTOR | 0 | $0 |
| KEVIN C FLEMING PMB 318 338 S SHARON AMITY ROAD, CHARLOTTE, NC 282112806 | PRESIDENT | 0 | $0 |
| PATRICK J FLEMING PMB 318 338 S SHARON AMITY ROAD, CHARLOTTE, NC 282112806 | VICE PRESIDENT | 0 | $0 |
| KATHERINE R FLEMING PMB 318 338 S SHARON AMITY ROAD, CHARLOTTE, NC 282112806 | SECRETARY AND TREASURER | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 338 S SHARON AMITY RD PMB 318, CHARLOTTE, NC 28211-2806
- Signed the 990-PF
- KEVIN FLEMING, PRESIDENT
- Phone
- (704) 367-0935
- Return prepared by
- UHY ADVISORS MIDWEST INC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. 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 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 43-1525099
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1990
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $874,757
- Income (IRS master file)
- $225,673
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $101,496 | $65,589 | $874,757 | IRS |
| 990-PF | December 2024 | $50,893 | $62,440 | $838,850 | IRS |
| 990-PF | December 2023 | $39,593 | $80,408 | $850,397 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | 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 43-1525099).
Questions about THE AUNT KATE FOUNDATION
- What is the EIN of THE AUNT KATE FOUNDATION?
- The employer identification number (EIN) of THE AUNT KATE FOUNDATION is 43-1525099.
- Is THE AUNT KATE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to THE AUNT KATE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE AUNT KATE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE AUNT KATE FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE AUNT KATE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of THE AUNT KATE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 6 people; 1 received compensation from the organization, the highest $15,000 (ELIZABETH FLEMING KNIGHT, ADMINISTRATOR).
- How much revenue does THE AUNT KATE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $101,496, expenses of $65,589 and total assets of $874,757 at year end.
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