Nonprofit · EIN 82-2279726
CHARLIES HEART FOUNDATION
Tax-exempt · MATTHEWS, NC 28105
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $314,806 | $340,821 | -$26,015 | $667,285 | $0 | $667,285 |
| December 31, 2023 | 990 | $278,805 | $319,641 | -$40,836 | $655,431 | $0 | $655,431 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $327,591
- Program service revenue
- $0
- Investment income
- $19,299
- Net gain from sales of assets
- $741
- Net income from fundraising events
- -$32,084
- Other revenue
- -$32,084
Expenses
- Grants and similar amounts paid
- $241,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $8,063
- Accounting fees
- $8,820
- Program services (functional)
- $286,500
- Management and general (functional)
- $29,821
- Fundraising (functional)
- $24,500
Balance sheet and other
- Total assets, start of year
- $655,431
- Total assets, end of year
- $667,285
- Total liabilities, end of year
- $0
- Net assets, end of year
- $667,285
- Publicly traded securities
- $635,275
- Gross receipts
- $469,729
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2017
- 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 |
|---|---|---|---|
| REBECCA HOLT | DIRECTOR/PRESIDENT Trustee or director, Officer | 15 | $0 |
| MICHAEL HOLT | DIRECTOR/VP/TREASURER Trustee or director, Officer | 10 | $0 |
| SARA HYDEN | BOARD MEMBER Trustee or director | 1 | $0 |
| SALLY LOFTIS | BOARD MEMBER Trustee or director | 1 | $0 |
| HEATHER WALLACE | SECRETARY Trustee or director, Officer | 10 | $0 |
| DIANA MOSER-BURG | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REBECCA HOLT | DIRECTOR/PRESIDENT Trustee or director, Officer | 15 | $0 |
| MICHAEL HOLT | DIRECTOR/VP/TREASURER Trustee or director, Officer | 10 | $0 |
| SARA HYDEN | BOARD MEMBER Trustee or director | 1 | $0 |
| SHAWN FLYNN | BOARD MEMBER Trustee or director | 1 | $0 |
| CHRIS FIALKO | BOARD MEMBER Trustee or director | 1 | $0 |
| LAUREN JACKSON | SECRETARY Trustee or director, Officer | 1 | $0 |
| SALLY LOFTIS | BOARD MEMBER Trustee or director | 1 | $0 |
| HEATHER WALLACE | BOARD MEMBER Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 301 E JOHN STREET 2489, MATTHEWS, NC 28105-4837
- In care of
- % C/O ANDREA C CHOMAKOS
- Principal officer (990 for 2024)
- REBECCA HOLT, 301 E JOHN STREET 2489, MATTHEWS, NC 28105
- Signed the 990
- MICHAEL HOLT, VICE PRESIDENT AND TREASURER
- Phone
- (704) 502-6005
- Return prepared by
- GREERWALKER LLP
Mission
EMPOWERING FAMILIES TO STAY TOGETHER WHEN FACED WITH DIFFICULT LIFE CIRCUMSTANCES.
Program accomplishments
- TO SUPPORT SMALL NONPROFITS BY FUNDING INNOVATIVE PROGRAMS DESIGNED TO IMPROVE THE LIVES OF AT-RISK AND VULNERABLE FAMILIES.Expenses $286,500 · grants $241,000
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
- 82-2279726
- 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
- 2018
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $667,285
- Income (IRS master file)
- $469,729
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $314,806 | $340,821 | $667,285 | XML |
| 990 | December 2023 | $278,805 | $319,641 | $655,431 | XML |
| 990 | December 2022 | $293,100 | $310,435 | $638,251 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | 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 82-2279726).
Questions about CHARLIES HEART FOUNDATION
- What is the EIN of CHARLIES HEART FOUNDATION?
- The employer identification number (EIN) of CHARLIES HEART FOUNDATION is 82-2279726.
- Is CHARLIES HEART FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to CHARLIES HEART FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CHARLIES HEART 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 CHARLIES HEART 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 CHARLIES HEART 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 CHARLIES HEART FOUNDATION?
- The 990 for the year ended December 31, 2024 names REBECCA HOLT.
- Who are the officers and directors of CHARLIES HEART FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
- How much revenue does CHARLIES HEART FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $314,806, expenses of $340,821 and total assets of $667,285 at year end.
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