Nonprofit · EIN 58-1840748
THE FRED J MORGANTHALL II FOUNDATION
Tax-exempt · MATTHEWS, NC 28105
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $253,398 | $395,474 | -$142,076 | $2,047,127 | $0 | $2,047,127 |
| December 31, 2023 | 990 | $330,824 | $305,672 | $25,152 | $2,189,203 | $0 | $2,189,203 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $201,028
- Program service revenue
- $0
- Investment income
- $52,370
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $377,413
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $4,535
- Accounting fees
- $4,500
- Program services (functional)
- $377,413
- Management and general (functional)
- $18,061
Balance sheet and other
- Total assets, start of year
- $2,189,203
- Total assets, end of year
- $2,047,127
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,047,127
- Publicly traded securities
- $1,749,266
- Net assets without donor restrictions
- $2,047,127
- Gross receipts
- $253,398
- Employees
- 0
- Volunteers
- 13
- Year formed
- 1987
- 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 |
|---|---|---|---|
| Timothy Stokes | President Trustee or director, Officer | 1 | $0 |
| Lauren Furr | Chair Trustee or director, Officer | 1 | $0 |
| Scott Nations | Treasurer Trustee or director, Officer | 1 | $0 |
| Xavier Hare | Secretary Trustee or director, Officer | 1 | $0 |
| Rory Snavely | Board Member Trustee or director | 1 | $0 |
| James Pisciotta | Board Member Trustee or director | 1 | $0 |
| Christine Hubbard | Board Member Trustee or director | 1 | $0 |
| Stephen Ramsey | Board Member Trustee or director | 1 | $0 |
| Lea Gaddy | Board Member Trustee or director | 1 | $0 |
| Brian Nwokedi | Board Member Trustee or director | 1 | $0 |
| Doug Yacenda | Board Member Trustee or director | 1 | $0 |
| David Hess | Board Member Trustee or director | 1 | $0 |
| Sandra Ladson | Board Member Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Timothy Stokes | President Trustee or director, Officer | 1 | $0 |
| Bill Rhyne | Chair Trustee or director, Officer | 1 | $0 |
| Scott Nations | Treasurer Trustee or director, Officer | 1 | $0 |
| Lauren Furr | Secretary Trustee or director, Officer | 1 | $0 |
| Rory Snavely | Board Member Trustee or director | 1 | $0 |
| James Pisciotta | Board Member Trustee or director | 1 | $0 |
| Christine Hubbard | Board Member Trustee or director | 1 | $0 |
| Michelle Sandoval | Board Member Trustee or director | 1 | $0 |
| Lea Gaddy | Board Member Trustee or director | 1 | $0 |
| Brian Nwokedi | Board Member Trustee or director | 1 | $0 |
| Doug Yacenda | Board Member Trustee or director | 1 | $0 |
| Daryl Smith | Board Member Trustee or director | 1 | $0 |
| Xavier Hare | Board Member Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 701 CRESTDALE RD, MATTHEWS, NC 28105-1700
- Principal officer (990 for 2024)
- Lauren Furr, 701 Crestdale Rd, Matthews, NC 28105
- Signed the 990
- Scott Nations, Treasurer
- Phone
- (704) 844-3100
- Return prepared by
- Foard and Company PA
Mission
Provide funds to Harris Teeter associates to relieve financial hardships that resulted from sudden and unforeseen circumstances.
Program accomplishments
- Provide funds to 469 Harris Teeter associates to relieve financial hardships that resulted from sudden and unforeseen circumstances.Expenses $377,413 · grants $377,413
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
- 58-1840748
- 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
- 1989
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y20Z)
- Assets (IRS master file)
- $2,047,127
- Income (IRS master file)
- $253,398
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $253,398 | $395,474 | $2,047,127 | XML |
| 990 | December 2023 | $330,824 | $305,672 | $2,189,203 | XML |
| 990 | December 2022 | $384,315 | $219,230 | $2,164,051 | IRS |
| 990 | December 2021 | $306,474 | $167,337 | $2,124,057 | 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 58-1840748).
Questions about THE FRED J MORGANTHALL II FOUNDATION
- What is the EIN of THE FRED J MORGANTHALL II FOUNDATION?
- The employer identification number (EIN) of THE FRED J MORGANTHALL II FOUNDATION is 58-1840748.
- Is THE FRED J MORGANTHALL II FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to THE FRED J MORGANTHALL II FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE FRED J MORGANTHALL II FOUNDATION 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 FRED J MORGANTHALL II FOUNDATION 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 FRED J MORGANTHALL II FOUNDATION 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 FRED J MORGANTHALL II FOUNDATION?
- The 990 for the year ended December 31, 2024 names Lauren Furr.
- Who are the officers and directors of THE FRED J MORGANTHALL II FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 13 people; 0 received compensation from the organization.
- How much revenue does THE FRED J MORGANTHALL II FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $253,398, expenses of $395,474 and total assets of $2,047,127 at year end.
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