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Nonprofit · EIN 87-2775360

THE KATIE BLESSING FOUNDATION

Tax-exempt · CHARLOTTE, NC 28205

Financials

$2.9M$915K2023$5.6M$854K2024
Revenue Expenses · by fiscal year end
Financials of THE KATIE BLESSING FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$5,560,629$853,507$4,707,122$7,185,843$17,382$7,168,461
December 31, 2023990$2,895,512$915,325$1,980,187$2,798,445$352,529$2,445,916
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$5,437,682
of which government grants
$5,050,749
Program service revenue
$0
Investment income
$121,837
Net gain from sales of assets
$38,772
Other revenue
$1,110

Expenses

Grants and similar amounts paid
$15,032
Other salaries and wages
$323,347
Salaries, compensation and benefits (total)
$530,655
Professional fundraising fees
$0
Legal fees
$33,801
Accounting fees
$11,669
Occupancy
$34,014
Travel
$5,175
Depreciation
$6,996
Program services (functional)
$521,498
Management and general (functional)
$173,218
Fundraising (functional)
$158,791

Balance sheet and other

Total assets, start of year
$2,798,445
Total assets, end of year
$7,185,843
Total liabilities, end of year
$17,382
Net assets, end of year
$7,168,461
Land, buildings and equipment
$38,828
Publicly traded securities
$2,913,347
Net assets without donor restrictions
$2,148,461
Net assets with donor restrictions
$5,020,000
Gross receipts
$8,451,857
Employees
5
Year formed
2020
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.

NameTitleHours / weekCompensation
AMBER TRACEWELLEXECUTIVE DI
Former
40$125,000
BRITNEY BROYHILLDIRECTOR
Trustee or director
2$0
ROB BRYANDIRECTOR/CHA
Trustee or director
2$0
BEVERLY MILLER EARLEDIRECTOR
Trustee or director
2$0
HALI EPLINDIRECTOR
Trustee or director
2$0
CINDY ESTESDIRECTOR
Trustee or director
2$0
SUSAN GARYDIRECTOR/SEC
Trustee or director
2$0
MELISSA GARRIDO HLAVACDIRECTOR
Trustee or director
2$0
LAURA MEIERDIRECTOR/ VI
Trustee or director
2$0
DAVID ROBINSONDIRECTOR
Trustee or director
2$0
RAFAEL RODRIGUEZDIRECTOR
Trustee or director
2$0
ANTHONY TROTMANEXECUTIVE DI
Officer
–$0
990 for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
AMBER TRACEWELLEXECUTIVE DI
Officer
40$62,654
BRITNEY BROYHILLDIRECTOR
Trustee or director
2$0
ROB BRYANDIRECTOR/CHA
Trustee or director
2$0
BEVERLY MILLER EARLEDIRECTOR
Trustee or director
2$0
HALI EPLINDIRECTOR
Trustee or director
2$0
ADAM FLETTDIRECTOR/TRE
Trustee or director, Officer
2$0
RAFAEL RODRIGUEZDIRECTOR
Trustee or director
2$0

Address and contacts

Address (IRS master file)
2701 CENTRAL AVE, CHARLOTTE, NC 28205-5336
Principal officer (990 for 2024)
ANTHONY TROTMAN, 2701 CENTRAL AVE, CHARLOTTE, NC 28205
Signed the 990
ANTHONY TROTMAN, EXECUTIVE DIRECTOR
Phone
(980) 249-6223
Return prepared by
ARLINE & WIGGINS CPAS LLC

Mission

THE KATIE BLESSING FOUNDATION ASSISTS AND EMPOWERS UNDERSERVED COMMUNITIES THROUGH FAMILY-CENTERED CARE AND PROVIDES A COMPASS TOWARDS SELF SUFFICIENCY AND STABILITY. WE POSITIVELY IMPACT THE OVERALL HEALTH AND WELLNESS OF THE HISTORICALLY MARGINALIZED AND PROVIDE AN ADVANTAGE IN OVERCOMING SUBSTANDARD ENVIRONMENTAL CIRCUMSTANCES. WE PROVIDE EQUITABLE ACCESS TO PRIMARY CARE. WE IDENTIFY AND FILL SERVICE GAPS WITHIN THE HEALTHCARE SYSTEM THAT HAVE BEEN HISTORICALLY NEGLECTED THROUGHOUT UNDERSERVED COMMUNITIES INCLUDING MENTAL HEALTH.

990 for the year ended December 31, 2024

Program accomplishments

  • THE ORGANIZATION PROVIDES EQUITABLE ACCESS TO PRIMARY AND URGENT CARE
    Expenses $521,498 · grants $15,032
  • THE ORGANIZATION ESTABLISHES CENTERS IN ACCESSIBLE, CONTEXTUAL TARGET LOCATIONS THAT PROVIDE A WIDE ARRAY OF SERVICES FROM EDUCATION TO COUNSELING, FOOD AND NUTRITION GUIDANCE.
  • THE ORGANIZATION IDENTIFIES AND FILLS SERVICE GAPS WITHIN THE HEALTHCARE SYSTEM THAT HAVE BEEN HISTORICALLY NEGLECTED THROUGHOUT UNDERSERVED COMMUNITIES, INCLUDING MENTAL HEALTH.

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, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
87-2775360
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
2022
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Health care (E32)
Assets (IRS master file)
$7,185,843
Income (IRS master file)
$8,451,857

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$5,560,629$853,507$7,185,843XML
990December 2023$2,895,512$915,325$2,798,445XML
990December 2022$535,474$74,745$465,729IRS
990-EZDecember 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 87-2775360).

Questions about THE KATIE BLESSING FOUNDATION

What is the EIN of THE KATIE BLESSING FOUNDATION?
The employer identification number (EIN) of THE KATIE BLESSING FOUNDATION is 87-2775360.
Is THE KATIE BLESSING FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
Are donations to THE KATIE BLESSING FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does THE KATIE BLESSING 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 KATIE BLESSING 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 KATIE BLESSING 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 KATIE BLESSING FOUNDATION?
The 990 for the year ended December 31, 2024 names ANTHONY TROTMAN.
Who are the officers and directors of THE KATIE BLESSING FOUNDATION?
The 990 for the year ended December 31, 2024 lists 12 people; 1 received compensation from the organization, the highest $125,000 (AMBER TRACEWELL, EXECUTIVE DI).
How much revenue does THE KATIE BLESSING FOUNDATION have?
On its 990 for the year ended December 31, 2024 it reported revenue of $5,560,629, expenses of $853,507 and total assets of $7,185,843 at year end.

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