E4E RELIEF LLC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- E4E RELIEF LLC (EIN 87-3137387)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202403199349311175
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T14:14:37-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 882730877 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 METROPOLITAN AVE STE 900 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 873137387 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | E4E RELIEF LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | E4ER | BusinessNameControlTxt |
| Phone | 7049734500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 S TRYON ST 2900 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28280 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW PIERCE | PersonNm |
| Person Title | INTERIM PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 7049734500 | PhoneNum |
| Signature | 2024-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELANIE MCPEAK | PreparerPersonNm |
| PTIN | P01346034 | PTIN |
| Phone | 7043771678 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | MATTHEW PIERCE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 S TRYON ST 2900 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28280 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $135,763,418 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | EMPLOYEERELIEFFUND.ORG | WebsiteAddressTxt |
| Type Of Organization Other | Yes (X) | TypeOfOrganizationOtherInd |
| Other Organization Dsc | LLC | OtherOrganizationDsc |
| Formation | 2014 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | WE EMPOWER COMPANIES AND INDIVIDUALS TO RESPOND TO CRISES BY PROVIDING A GLOBAL, CHARITABLE SOLUTION IN TIMES OF NEED. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 82 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $55,453,450 | PYContributionsGrantsAmt |
| CY Contributions Grants | $36,993,269 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $16,814,632 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,758,178 | CYProgramServiceRevenueAmt |
| PY Investment Income | $832,703 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,966,728 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $73,100,785 | PYTotalRevenueAmt |
| CY Total Revenue | $50,718,175 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $60,592,438 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $28,872,274 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,345,796 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,282,584 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,301,026 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $23,298,018 | PYOtherExpensesAmt |
| CY Other Expenses | $18,818,291 | CYOtherExpensesAmt |
| PY Total Expenses | $91,236,252 | PYTotalExpensesAmt |
| CY Total Expenses | $57,973,149 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$18,135,467 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$7,254,974 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $97,347,280 | TotalAssetsBOYAmt |
| Total Assets EOY | $88,378,610 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,381,654 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,687,026 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $88,965,626 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $82,691,584 | NetAssetsOrFundBalancesEOYAmt |
| Mission | WE EMPOWER COMPANIES AND INDIVIDUALS TO RESPOND TO CRISES BY PROVIDING A GLOBAL, CHARITABLE SOLUTION IN TIMES OF NEED. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $50,166,446 | ExpenseAmt |
| Grant | $28,872,274 | GrantAmt |
| Revenue | $10,758,178 | RevenueAmt |
| Desc | DISTRIBUTED 16,741 GRANTS TO INDIVIDUALS FOR HARDSHIP AND DISASTER RELIEF; DISTRIBUTED 7 GRANTS TO NON-PROFIT ORGANIZATIONS FOR SCHOLARSHIPS, MENTAL HEALTH COUNSELING AND TRAINING INITIATIVES. | Desc |
| Total Program Service Expenses | $50,166,446 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 45 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 82 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATTHEW PIERCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7049734500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 S TRYON STREET SUITE 2900 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28280 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| KEVIN ROCHE | |||||||||
| CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PETE CARLSON | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN COLLINS | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TODD GORELICK | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JEWELL HOOVER | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KELLY KATTERHAGEN | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RITA MITJANS | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| FRITZ NAUCK | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| AJ RATANI | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LAURA SMITH | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| HOLLY K WELCH | |||||||||
| PRESIDENT & CEO | 50.00 | 5.00 | $0 | $694,758 | $102,528 | Yes (X) | |||
| JAMES KISER | |||||||||
| GEN. COUNSEL & CO. SECRETARY | 40.00 | 0.00 | $0 | $284,675 | $61,188 | Yes (X) | |||
| MATT PIERCE | |||||||||
| MAN. DIR. FINANCE & INSIGHTS | 40.00 | 0.00 | $0 | $237,612 | $30,422 | Yes (X) | |||
| DAVIDA RIVENS | |||||||||
| MAN. DIR. GOWTH & DEVELOPMENT | 40.00 | 0.00 | $0 | $229,245 | $39,510 | Yes (X) | |||
| THERESA STROISCH | |||||||||
| MAN. DIR. CUSTOMER SUCCESS & SERVICE | 40.00 | 0.00 | $0 | $239,912 | $47,571 | Yes (X) | |||
| COURTNEY RAMEY | |||||||||
| CHIEF PRODUCT OFFICER | 40.00 | 0.00 | $0 | $291,427 | $50,254 | Yes (X) | |||
| JOHN LIU | |||||||||
| CHIEF TECHNOLOGY OFFICER | 40.00 | 0.00 | $0 | $294,960 | $28,277 | Yes (X) | |||
| SHELDON MORAIS | |||||||||
| VP SOFTWARE ENGINEERING | 40.00 | 0.00 | $0 | $188,635 | $36,263 | Yes (X) | |||
| LORRAINE A AZZINARO | |||||||||
| VP & DIR. FINANCE | 40.00 | 0.00 | $0 | $172,344 | $27,835 | Yes (X) | |||
| JULIE T CALDWELL | |||||||||
| VP SALES | 40.00 | 0.00 | $0 | $166,960 | $38,668 | Yes (X) | |||
| DEREK JOHNSON | |||||||||
| VP & DIR. OPERATIONS | 40.00 | 0.00 | $0 | $167,436 | $36,298 | Yes (X) | |||
| ASHLEY OSTER | |||||||||
| VP & DIR. MARKETING & PARTNERSHIP | 40.00 | 0.00 | $0 | $154,105 | $22,825 | Yes (X) | |||
| SAMANTHA A TIMPONE | |||||||||
| ASSISTANT GENERAL COUNSEL | 40.00 | 0.00 | $0 | $149,040 | $9,960 | Yes (X) | |||
| WILLIAM S FARLEY | |||||||||
| VP OPERATIONS & FINANCE ANALYTICS | 40.00 | 0.00 | $0 | $134,826 | $42,233 | Yes (X) | |||
| FRANK A MCKINNEY | |||||||||
| SENIOR PRODUCT MANAGER | 40.00 | 0.00 | $0 | $133,440 | $38,321 | Yes (X) | |||
| ALLYSON L CALACO | |||||||||
| VP & DIR. CUSTOMER SERVICE | 40.00 | 0.00 | $0 | $124,967 | $36,804 | Yes (X) | |||
| EBONIE HOPE | |||||||||
| PRODUCT MANAGER | 40.00 | 0.00 | $0 | $111,101 | $37,762 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,775,443 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $686,719 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| KPMG LLP | |||||
| 3 CHESTNUT RIDGE ROAD | MONTVALE | NJ | 07645 | STRATEGIC SUPPORT | $2,944,912 |
| RSM US LLP | |||||
| 331 W 3RD ST SUITE 200 | DAVENPORT | IA | 52801 | STRATEGIC SUPPORT | $542,244 |
| FOUNDATION FOR THE CAROLINAS | |||||
| 220 NORTH TRYON STREET | CHARLOTTE | NC | 28202 | ADMINISTRATIVE SERVICES | $217,500 |
| JAMES KIDWELL | |||||
| 13927 PINE HARBOR ROAD | CHARLOTTE | NC | 28278 | IT CONSULTING | $140,320 |
| JILL VAN BEKE | |||||
| 3838 DELLWOOD DRIVE | KNOXVILLE | TN | 37919 | CONSULTING SERVICES | $134,781 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $53,431 | RelatedOrganizationsAmt |
| All Other Contributions | $36,939,838 | AllOtherContributionsAmt |
| Noncash Contributions | $39,980 | NoncashContributionsAmt |
| Total Contributions | $36,993,269 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM ADMIN FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $10,758,178 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,758,178 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,758,178 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,980,201 | TotalRevenueColumnAmt |
| Exclusion | $1,980,201 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $86,031,770 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $85,045,243 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $986,527 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $986,527 | TotalRevenueColumnAmt |
| Exclusion | $986,527 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $50,718,175 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,758,178 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,966,728 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,126,669 | TotalAmt |
| Program Services | $2,126,669 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,096,084 | TotalAmt |
| Program Services | $23,096,084 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,649,521 | TotalAmt |
| Program Services | $3,649,521 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,944,553 | TotalAmt |
| Program Services | $4,751,214 | ProgramServicesAmt |
| Management And General | $1,892,127 | ManagementAndGeneralAmt |
| Fundraising | $1,301,212 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $569,895 | TotalAmt |
| Program Services | $249,504 | ProgramServicesAmt |
| Management And General | $240,779 | ManagementAndGeneralAmt |
| Fundraising | $79,612 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,232,103 | TotalAmt |
| Program Services | $583,713 | ProgramServicesAmt |
| Management And General | $557,295 | ManagementAndGeneralAmt |
| Fundraising | $91,095 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $536,033 | TotalAmt |
| Program Services | $345,180 | ProgramServicesAmt |
| Management And General | $98,457 | ManagementAndGeneralAmt |
| Fundraising | $92,396 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $317,722 | TotalAmt |
| Program Services | $252,140 | ProgramServicesAmt |
| Management And General | $65,582 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,521 | TotalAmt |
| Program Services | $124,942 | ProgramServicesAmt |
| Management And General | $44,579 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,525 | TotalAmt |
| Program Services | $87,945 | ProgramServicesAmt |
| Management And General | $85,580 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,254,000 | TotalAmt |
| Program Services | $12,962,053 | ProgramServicesAmt |
| Management And General | $987,128 | ManagementAndGeneralAmt |
| Fundraising | $304,819 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $363,897 | TotalAmt |
| Program Services | $550 | ProgramServicesAmt |
| Management And General | $6,758 | ManagementAndGeneralAmt |
| Fundraising | $356,589 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,002 | TotalAmt |
| Program Services | $2,810 | ProgramServicesAmt |
| Management And General | $21,425 | ManagementAndGeneralAmt |
| Fundraising | $3,767 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,276,304 | TotalAmt |
| Program Services | $1,274,478 | ProgramServicesAmt |
| Management And General | $1,046 | ManagementAndGeneralAmt |
| Fundraising | $780 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $373,562 | TotalAmt |
| Management And General | $373,562 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,035 | TotalAmt |
| Program Services | $22,351 | ProgramServicesAmt |
| Management And General | $16,532 | ManagementAndGeneralAmt |
| Fundraising | $65,152 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,758 | TotalAmt |
| Program Services | $10,024 | ProgramServicesAmt |
| Management And General | $52,130 | ManagementAndGeneralAmt |
| Fundraising | $5,604 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $849,979 | TotalAmt |
| Management And General | $849,979 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $212,325 | TotalAmt |
| Management And General | $212,325 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| THIRD PARTY CALL CENTER | $418,368 | $418,368 |
| PHONE SERVICES | $148,493 | $148,493 |
| TRANSLATORS | $44,132 | $44,132 |
| SERVICE CREDITS | $16,275 | $16,275 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $393 | TotalAmt |
| Management And General | $393 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,973,149 | TotalAmt |
| Program Services | $50,166,446 | ProgramServicesAmt |
| Management And General | $5,505,677 | ManagementAndGeneralAmt |
| Fundraising | $2,301,026 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,936,690 | BOYAmt |
| EOY | $3,083,191 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,020 | BOYAmt |
| EOY | $25,677 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,136,820 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $849,979 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,552,081 | BOYAmt |
| EOY | $4,286,841 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,740,489 | BOYAmt |
| EOY | $80,982,901 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,347,280 | BOYAmt |
| EOY | $88,378,610 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,261,485 | BOYAmt |
| EOY | $1,715,211 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,939,277 | BOYAmt |
| EOY | $2,360,976 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,180,892 | BOYAmt |
| EOY | $1,610,839 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,381,654 | BOYAmt |
| EOY | $5,687,026 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,880,974 | BOYAmt |
| EOY | $10,410,569 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,084,652 | BOYAmt |
| EOY | $72,281,015 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,965,626 | BOYAmt |
| EOY | $82,691,584 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,347,280 | BOYAmt |
| EOY | $88,378,610 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$7,254,974 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $980,932 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $111,422,005 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $55,453,450 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,993,269 | CurrentTaxYearAmt |
| Total | $203,868,724 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $111,422,005 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $55,453,450 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,993,269 | CurrentTaxYearAmt |
| Total | $203,868,724 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $20,632,502 | SubstantialContributorsTotAmt |
| Public Support Total170 | $183,236,222 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $832,543 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,980,201 | CurrentTaxYearAmt |
| Total | $2,812,744 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $206,681,468 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $28,025,880 | GrossReceiptsRltdActivitiesAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 1 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Grants | $50,000 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $274,022 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,136,820 | OtherCostOrOtherBasisAmt |
| Depreciation | $849,979 | DepreciationAmt |
| Book Value | $4,286,841 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,286,841 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION AND ITS SUPPORTING ORGANIZATIONS ARE EXEMPT FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE IRC. IN ACCORDANCE WITH IRC REGULATIONS, THE FOUNDATION IS TAXED ON UNRELATED BUSINESS INCOME, WHICH CONSISTS OF EARNINGS FROM ACTIVITIES NOT RELATED TO THE EXEMPT PURPOSE OF THE FOUNDATION. THE FOUNDATION ACCOUNTS FOR TAX UNCERTAINTIES BASED ON A MORE LIKELY THAN NOT RECOGNITION THRESHOLD WHEREBY TAX BENEFITS ARE ONLY RECOGNIZED WHEN THE FOUNDATION BELIEVES THEY HAVE A GREATER THAN 50% LIKELIHOOD OF BEING SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE FOUNDATION HAS EVALUATED ALL ITS TAX POSITIONS AND DETERMINED IT HAD NO UNCERTAIN INCOME TAX POSITIONS AS OF DECEMBER 31, 2023 OR 2022. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | GRANTS TO RECIPIENTS IN REGION | $256,366 |
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 0 | 0 | GRANTS TO RECIPIENTS IN REGION | $734,243 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | GRANTS TO RECIPIENTS IN REGION | $433,494 |
| MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, | 0 | 0 | GRANTS TO RECIPIENTS IN REGION | $1,467,808 |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 0 | 0 | GRANTS TO RECIPIENTS IN REGION | $123,214 |
| RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, | 0 | 0 | GRANTS TO RECIPIENTS IN REGION | $125,688 |
| SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, | 0 | 0 | GRANTS TO RECIPIENTS IN REGION | $163,548 |
| SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, | 0 | 0 | GRANTS TO RECIPIENTS IN REGION | $335,535 |
| SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, | 0 | 0 | GRANTS TO RECIPIENTS IN REGION | $9,625 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $3,639,896 | SubtotalSpentAmt |
| Continuation Spent | $9,625 | ContinuationSpentAmt |
| Total Spent | $3,649,521 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (9 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| HARDSHIP GRANT | CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 217 | $256,366 | WIRE |
| HARDSHIP GRANT | EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 573 | $734,243 | WIRE |
| HARDSHIP GRANT | EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU | 161 | $433,494 | WIRE |
| HARDSHIP GRANT | MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, | 831 | $1,467,808 | WIRE |
| HARDSHIP GRANT | NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 76 | $123,214 | WIRE |
| HARDSHIP GRANT | RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, | 95 | $125,688 | WIRE |
| HARDSHIP GRANT | SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, | 104 | $163,548 | WIRE |
| HARDSHIP GRANT | SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, | 273 | $335,535 | WIRE |
| HARDSHIP GRANT | SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, | 12 | $9,625 | WIRE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | GRANTEES MUST COMPLETE APPLICATION FOR HARDSHIP RELIEF INCLUDING DOCUMENTATION VERIFYING LOCATION, DESCRIPTION OF HARDSHIP, FINANCIAL LOSS, ETC. |
| PART I, LINE 3: | THE AMOUNTS REPORTED IN PART I WERE DETERMINED USING THE ACCRUAL METHOD OF ACCOUNTING. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS CHARLOTTE METRO CHAPTER | ||||||||
| 2425 PARK ROAD | CHARLOTTE | NC | 28203 | 530196605 | 501(C)(3) | $18,366 | $0 | CLOSING OF SYNCHRONY EMPLOYEE ASSISTANCE FUND AND SRS SERVES FUND |
| BRIDGE TO TURKIYE | ||||||||
| 1609 E FRANKLIN STREET | CHAPEL HILL | NC | 27514 | 582678580 | 501(C)(3) | $25,000 | $0 | SUPPORT ORGANIZATION'S PURPOSE |
| CHARLOTTE GOOD NEIGHBOR FUND | ||||||||
| 2801 W TYVOLA RD | CHARLOTTE | NC | 282174500 | 566055707 | 501(C)(3) | $219,743 | $0 | CLOSING OF ONE BELK RELIEF FUND |
| INTERNATIONAL RESCUE COMMITTEE INC | ||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | 135660870 | 501(C)(3) | $25,000 | $0 | SEED SECURITY AND DISASTER REDUCTION INITIATIVES |
| SCHOLARSHIP AMERICA INC | ||||||||
| 7900 INTERNATIONAL DRIVE NO 500 | MINNEAPOLIS | MN | 55426 | 237039405 | 501(C)(3) | $1,838,560 | $0 | BRAVE OF HEART SCHOLARSHIPS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | DISASTER AND HARDSHIP RELIEF | GrantTypeTxt |
| Recipient | 14691 | RecipientCnt |
| Cash Grant | $23,096,084 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ONCE ELIGIBILITY FOR EMERGENCY ASSISTANCE HAS BEEN DETERMINED AND AWARDED, NO MONITORING IS DEEMED NECESSARY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HOLLY K WELCH | ||||||||||||||
| PRESIDENT & CEO | $0 | $374,823 | $0 | $317,313 | $0 | $2,622 | $0 | $85,860 | $0 | $16,668 | $0 | $797,286 | $0 | $0 |
| JAMES KISER | ||||||||||||||
| GEN. COUNSEL & CO. SECRETARY | $0 | $245,675 | $0 | $36,375 | $0 | $2,625 | $0 | $49,213 | $0 | $11,975 | $0 | $345,863 | $0 | $0 |
| COURTNEY RAMEY | ||||||||||||||
| CHIEF PRODUCT OFFICER | $0 | $248,002 | $0 | $42,000 | $0 | $1,425 | $0 | $25,920 | $0 | $24,334 | $0 | $341,681 | $0 | $0 |
| JOHN LIU | ||||||||||||||
| CHIEF TECHNOLOGY OFFICER | $0 | $251,752 | $0 | $42,000 | $0 | $1,208 | $0 | $6,120 | $0 | $22,157 | $0 | $323,237 | $0 | $0 |
| THERESA STROISCH | ||||||||||||||
| MAN. DIR. CUSTOMER SUCCESS & SERVICE | $0 | $201,047 | $0 | $37,500 | $0 | $1,365 | $0 | $29,275 | $0 | $18,296 | $0 | $287,483 | $0 | $0 |
| DAVIDA RIVENS | ||||||||||||||
| MAN. DIR. GOWTH & DEVELOPMENT | $0 | $197,167 | $0 | $30,938 | $0 | $1,140 | $0 | $27,737 | $0 | $11,773 | $0 | $268,755 | $0 | $0 |
| MATT PIERCE | ||||||||||||||
| MAN. DIR. FINANCE & INSIGHTS | $0 | $195,282 | $0 | $41,250 | $0 | $1,080 | $0 | $14,475 | $0 | $15,947 | $0 | $268,034 | $0 | $0 |
| SHELDON MORAIS | ||||||||||||||
| VP SOFTWARE ENGINEERING | $0 | $165,671 | $0 | $22,000 | $0 | $964 | $0 | $11,820 | $0 | $24,443 | $0 | $224,898 | $0 | $0 |
| JULIE T CALDWELL | ||||||||||||||
| VP SALES | $0 | $135,788 | $0 | $29,923 | $0 | $1,249 | $0 | $20,691 | $0 | $17,977 | $0 | $205,628 | $0 | $0 |
| DEREK JOHNSON | ||||||||||||||
| VP & DIR. OPERATIONS | $0 | $143,949 | $0 | $20,000 | $0 | $3,487 | $0 | $10,765 | $0 | $25,533 | $0 | $203,734 | $0 | $0 |
| LORRAINE A AZZINARO | ||||||||||||||
| VP & DIR. FINANCE | $0 | $144,589 | $0 | $24,750 | $0 | $3,005 | $0 | $9,481 | $0 | $18,354 | $0 | $200,179 | $0 | $0 |
| WILLIAM S FARLEY | ||||||||||||||
| VP OPERATIONS & FINANCE ANALYTICS | $0 | $128,347 | $0 | $5,000 | $0 | $1,479 | $0 | $25,668 | $0 | $16,565 | $0 | $177,059 | $0 | $0 |
| ASHLEY OSTER | ||||||||||||||
| VP & DIR. MARKETING & PARTNERSHIP | $0 | $137,741 | $0 | $15,000 | $0 | $1,364 | $0 | $18,432 | $0 | $4,393 | $0 | $176,930 | $0 | $0 |
| FRANK A MCKINNEY | ||||||||||||||
| SENIOR PRODUCT MANAGER | $0 | $124,306 | $0 | $8,000 | $0 | $1,134 | $0 | $25,668 | $0 | $12,653 | $0 | $171,761 | $0 | $0 |
| ALLYSON L CALACO | ||||||||||||||
| VP & DIR. CUSTOMER SERVICE | $0 | $107,072 | $0 | $17,250 | $0 | $645 | $0 | $25,668 | $0 | $11,136 | $0 | $161,771 | $0 | $0 |
| SAMANTHA A TIMPONE | ||||||||||||||
| ASSISTANT GENERAL COUNSEL | $0 | $133,295 | $0 | $15,000 | $0 | $745 | $0 | $0 | $0 | $9,960 | $0 | $159,000 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | FOUNDATION FOR THE CAROLINAS MAINTAINS A 457(B) PLAN FOR TOP EXECUTIVES. THE CONTRIBUTIONS TO THE PLAN DURING 2023 FOR PERSONS LISTED IN PART VII WERE AS FOLLOWS: JAMES KISER $22,500 FOUNDATION FOR THE CAROLINAS MAINTAINS A 457(F) PLAN FOR TOP EXECUTIVES. THE CONTRIBUTIONS TO THE PLAN DURING 2023 FOR PERSONS LISTED IN PART VII WERE AS FOLLOWS: HOLLY K. WELCH $42,360 | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $39,980 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE MEMBER OF THE ORGANIZATION IS FOUNDATION FOR THE CAROLINAS. |
| FORM 990, PART VI, SECTION A, LINE 7A | FOUNDATION FOR THE CAROLINAS APPOINTS THE BOARD OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 7B | POWERS RESERVED TO THE FOUNDATION FOR THE CAROLINAS AS SOLE MEMBER INCLUDE THE FOLLOWING: 1. TO MAKE ANY CHANGES TO THE MISSION OR PURPOSES OF THE COMPANY; 2. TO APPROVE ANY AMENDMENT TO THE ARTICLES OR THE OPERATING AGREEMENT; 3. TO ADMIT TO OR REMOVE ANY MEMBER FROM THE COMPANY; 4. TO APPROVE ANY MERGER, CONSOLIDATIONS, CONVERSION, MEMBERSHIP EXCHANGE, DOMESTICATION, LIQUIDATION, DISSOLUTION, OR WINDING UP, OR OTHER CHANGE TO THE STRUCTURE, JURISDICTION, OR ORGANIZATIONAL STATUS OF THE COMPANY; 5. TO APPROVE THE TRANSFER OR SALE OF ANY ASSETS OF THE COMPANY OUTSIDE OF THE ORDINARY COURSE OF BUSINESS; 6. TO APPROVE THE INCURRENCE OF INDEBTEDNESS BY THE COMPANY OUTSIDE THE ORDINARY COURSE OF BUSINESS OR IN EXCESS OF $500,000; 7. TO APPROVE ANY CONFLICT-OF-INTEREST TRANSACTIONS BETWEEN THE COMPANY AND AN OFFICER; AND 8. TO APPROVE ANY COMPANY ACTION THAT HAS A REASONABLE LIKELIHOOD OF MATERIALLY AFFECTING THE LIABILITY, REPUTATION, OR VIABILITY OF FOUNDATION FOR THE CAROLINAS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY THE MANAGEMENT TEAM PRIOR TO PROVIDING A COPY TO THE BOARD AND FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION ANNUALLY DISTRIBUTES (AT THE FIRST MEETING OF EACH YEAR) ITS CONFLICT OF INTEREST POLICY. THE POLICY REQUIRES EACH BOARD MEMBER, WHETHER NEW OR RETURNING, TO SPECIFY POTENTIAL CONFLICTS OF INTEREST, SUCH AS VENDOR RELATIONSHIPS OR GRANT RECIPIENT RELATIONSHIPS. IN ADDITION, AT EACH MEETING, BOARD MEMBERS ARE ASKED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST. UPON DISCLOSURE OF A CONFLICT, A BOARD MEMBER MUST CONFORM TO THE TERMS OF THE POLICY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THESE DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | ADMINISTRATIVE FEES: PROGRAM SERVICE EXPENSES 11,106,185. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,106,185. OTHER FEES FOR SERVICES: PROGRAM SERVICE EXPENSES 1,855,868. MANAGEMENT AND GENERAL EXPENSES 987,128. FUNDRAISING EXPENSES 304,819. TOTAL EXPENSES 3,147,815. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FOUNDATION FOR THE CAROLINAS | |||||||||||
| 220 NORTH TRYON STREET | CHARLOTTE | NC | 28202 | 566047886 | GRANTMAKING | NC | 501(C)(3) | LINE 7 | N/A | 0 | |
| FOUNDATION FOR THE CHARLOTTE JEWISH COMMUNITY | |||||||||||
| 220 NORTH TRYON STREET | CHARLOTTE | NC | 28202 | 311501858 | GRANTMAKING | NC | 501(C)(3) | LINE 12A, I | 0 | FOUNDATION FOR THE CAROLINAS | |
| THE JA TURNER FAMILY FOUNDATION | |||||||||||
| 220 NORTH TRYON STREET | CHARLOTTE | NC | 28202 | 562162208 | GRANTMAKING | NC | 501(C)(3) | LINE 12A, I | 0 | FOUNDATION FOR THE CAROLINAS | |
| COMMUNITY INVESTMENTS FOUNDATION | |||||||||||
| 220 NORTH TRYON STREET | CHARLOTTE | NC | 28202 | 456930128 | GRANTMAKING | NC | 501(C)(3) | LINE 12A, I | 0 | FOUNDATION FOR THE CAROLINAS | |
| COMMUNITY REAL PROPERTY HOLDINGS INC | |||||||||||
| 220 NORTH TRYON STREET | CHARLOTTE | NC | 28202 | 455258321 | GRANTMAKING | NC | 501(C)(3) | LINE 12A, I | 0 | FOUNDATION FOR THE CAROLINAS | |
| SEYMOUR FOUNDATION | |||||||||||
| 220 NORTH TRYON STREET | CHARLOTTE | NC | 28202 | 813099131 | GRANTMAKING | NC | 501(C)(3) | LINE 12A, I | 0 | FOUNDATION FOR THE CAROLINAS | |
| GREATER CHARLOTTE FOUNDATION | |||||||||||
| 220 NORTH TRYON STREET | CHARLOTTE | NC | 28202 | 561530358 | GRANTMAKING | NC | 501(C)(3) | LINE 12B, II | 0 | FOUNDATION FOR THE CAROLINAS | |
| FFTC PARTNERS FOR EMPOWERING COMMUNITIES | |||||||||||
| 220 NORTH TRYON STREET | CHARLOTTE | NC | 28202 | 922022464 | GRANTMAKING | NC | 501(C)(3) | LINE 12A, I | 0 | FOUNDATION FOR THE CAROLINAS | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STAKEHOLDER RELIEF SERVICES PBC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 N TRYON STREET SUITE 250 | AddressLine1Txt |
| City | CHARLOTTEE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 921168007 | EIN |
| Primary Activities | HOLDING COMPANY | PrimaryActivitiesTxt |
| Legal Domicile State | NC | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | E4E RELIEF LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of EOY Assets | $10,000 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |