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Nonprofit · EIN 87-1470065

GOODWILL INDUSTRIES OF THE SOUTHERN PIEDMONT FDN

Tax-exempt · CHARLOTTE, NC 28208

Financials

$495K$3.1M2023$280K$2.1M2024$94K$2M2025
Revenue Expenses · by fiscal year end
Financials of GOODWILL INDUSTRIES OF THE SOUTHERN PIEDMONT FDN by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$93,697$2,035,343-$1,941,646$2,519,102$618$2,518,484
December 31, 2024990$279,662$2,087,214-$1,807,552$4,330,944$835$4,330,109
December 31, 2023990$495,152$3,093,472-$2,598,320$6,081,105$16,380$6,064,725
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$93,489
Net gain from sales of assets
-$13,061
Other revenue
$208

Expenses

Grants and similar amounts paid
$2,000,000
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$16,291
Program services (functional)
$2,000,000
Management and general (functional)
$35,343

Balance sheet and other

Total assets, start of year
$4,330,944
Total assets, end of year
$2,519,102
Total liabilities, end of year
$618
Net assets, end of year
$2,518,484
Publicly traded securities
$2,416,977
Net assets without donor restrictions
$2,518,484
Gross receipts
$2,701,311
Employees
0
Volunteers
7
Year formed
2021
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, 2025, highest compensation first.

NameTitleHours / weekCompensation
SARA GARCES ROSELLIBOARD CHAIR
Trustee or director, Officer
0.12$0
TONY SMITHSECRETARY/TREASURER
Trustee or director, Officer
0.12$0
JEFF ALVINODIRECTOR
Trustee or director
0.12$0
DAVID HAGGARTDIRECTOR
Trustee or director
0.12$0
NAT HYDEDIRECTOR
Trustee or director
0.06$0
LINDA LOCKMAN-BROOKSDIRECTOR
Trustee or director
0.06$0
REGINA WHARTONDIRECTOR
Trustee or director
0.06$0
990 for the year ended December 31, 2024: 7 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
CHRISTOPHER JACKSONASSISTANT SEC/TREASURER
Officer
0.5$0$393,029$30,403
SARA GARCES ROSELLIBOARD CHAIR
Trustee or director, Officer
0.09$0$0$0
TONY SMITHSECRETARY/TREASURER
Trustee or director, Officer
0.09$0$0$0
JEFF ALVINODIRECTOR
Trustee or director
0.09$0$0$0
DAVID HAGGARTDIRECTOR
Trustee or director
0.09$0$0$0
LINDA LOCKMAN-BROOKSDIRECTOR
Trustee or director
0.09$0$0$0
ANNE PREDIERIDIRECTOR
Trustee or director
0.09$0$0$0
990 for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
CHRISTOPHER JACKSONASSISTANT SEC/TREASURER
Officer
0.5$0$443,762$25,396
SARA GARCES ROSELLIPRESIDENT
Trustee or director, Officer
0.14$0$0$0
TONY SMITHSECRETARY/TREASURER
Trustee or director, Officer
0.14$0$0$0
JEFF ALVINODIRECTOR
Trustee or director
0.14$0$0$0
DAVID HAGGARTDIRECTOR
Trustee or director
0.14$0$0$0
LINDA LOCKMAN-BROOKSDIRECTOR
Trustee or director
0.14$0$0$0
ANNE PREDIERIDIRECTOR
Trustee or director
0.14$0$0$0
ANGIE VINCENT-HAMACHERDIRECTOR
Trustee or director
0.14$0$0$0

Address and contacts

Address (IRS master file)
5301 WILKINSON BLVD, CHARLOTTE, NC 28208-5455
Principal officer (990 for 2025)
CHRISTOPHER JACKSON, 5301 WILKINSON BOULEVARD, CHARLOTTE, NC 28208
Signed the 990
SARA GARCES ROSELLI, BOARD CHAIR
Phone
(704) 372-3434
Return prepared by
CHERRY BEKAERT ADVISORY LLC

Mission

THE GOODWILL INDUSTRIES OF THE SOUTHERN PIEDMONT FOUNDATION'S PURPOSE IS TO SUPPORT EFFORTS TO ADVANCE THE MISSION, STRATEGIC GOALS AND FINANCIAL SUSTAINABILITY OF GOODWILL INDUSTRIES OF THE SOUTHERN PIEDMONT, INC.

990 for the year ended December 31, 2025

Program accomplishments

  • THE FOUNDATION SUPPORTED GOODWILL INDUSTRIES OF THE SOUTHERN PIEDMONT, INC. THROUGH A GIFT. THIS GIFT WAS USED TO SUPPORT FOUR STRATEGIC INITIATIVES TO SCALE UP, ACCELERATE, AND EXPAND SERVICES AND SUPPORTS TO PROVIDE MORE EQUITABLE ACCESS TO SKILLS, CERTIFICATIONS, SOCIAL CAPITAL, AND EMPLOYERS TO BUILD PATHWAYS TO PROSPERITY FOR MORE INDIVIDUALS IN OUR REGION. THESE INVESTMENTS ALLOWED GOODWILL TO BUILD UPON THE IMMERSIVE MODEL WITH PARTICIPANTS, EMPLOYERS, AND OTHER STRATEGIC PARTNERS AND FURTHER ENHANCE THE SYMBIOTIC RELATIONSHIP BETWEEN THEIR RETAIL STORES, COMMUNITY-BASED PROGRAMS, AND OVERALL MISSION. IN ADDITION, CAPITAL INVESTMENTS TO SUPPORT NEW RETAIL STORES WILL ACCELERATE FUTURE GROWTH, EMPLOYMENT OPPORTUNITIES, AND FINANCIAL SUSTAINABILITY.
    Expenses $2,000,000 · grants $2,000,000

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
87-1470065
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization, Type III non-functionally integrated
Donations deductible (Pub 78)
Non-functionally integrated Type III supporting organization
Exempt since
2022
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P11)
Assets (IRS master file)
$2,519,102
Income (IRS master file)
$2,701,311

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$93,697$2,035,343$2,519,102XML
990December 2024$279,662$2,087,214$4,330,944XML
990December 2023$495,152$3,093,472$6,081,105XML
990December 2022$857,661$3,548,570$8,439,021IRS
990December 2021–––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 87-1470065).

Questions about GOODWILL INDUSTRIES OF THE SOUTHERN PIEDMONT FDN

What is the EIN of GOODWILL INDUSTRIES OF THE SOUTHERN PIEDMONT FDN?
The employer identification number (EIN) of GOODWILL INDUSTRIES OF THE SOUTHERN PIEDMONT FDN is 87-1470065.
Is GOODWILL INDUSTRIES OF THE SOUTHERN PIEDMONT FDN tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
Are donations to GOODWILL INDUSTRIES OF THE SOUTHERN PIEDMONT FDN tax-deductible?
Yes. It is listed in IRS Publication 78 (Non-functionally integrated Type III supporting organization).
Which annual return does GOODWILL INDUSTRIES OF THE SOUTHERN PIEDMONT FDN 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 GOODWILL INDUSTRIES OF THE SOUTHERN PIEDMONT FDN 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 GOODWILL INDUSTRIES OF THE SOUTHERN PIEDMONT FDN last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of GOODWILL INDUSTRIES OF THE SOUTHERN PIEDMONT FDN?
The 990 for the year ended December 31, 2025 names CHRISTOPHER JACKSON.
Who are the officers and directors of GOODWILL INDUSTRIES OF THE SOUTHERN PIEDMONT FDN?
The 990 for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
How much revenue does GOODWILL INDUSTRIES OF THE SOUTHERN PIEDMONT FDN have?
On its 990 for the year ended December 31, 2025 it reported revenue of $93,697, expenses of $2,035,343 and total assets of $2,519,102 at year end.

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