HENDRICK FAMILY FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HENDRICK FAMILY FOUNDATION (EIN 36-4837270)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202423189349305437
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T13:06:23+00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 Ridgefield Court | AddressLine1Txt |
| City | Asheville | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28806 | 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 | 364837270 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hendrick Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEND | BusinessNameControlTxt |
| Phone | 7045673627 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6000 Monroe Rd | AddressLine1Txt |
| City | Charlotte | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jerry W Robbins Jr | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 7045673627 | PhoneNum |
| Signature | 2024-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Amy Bibby | PreparerPersonNm |
| PTIN | P00445891 | PTIN |
| Phone | 8282542254 | PhoneNum |
| Preparation | 2024-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jerry W Robbins Jr | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6000 Monroe Rd | AddressLine1Txt |
| City | Charlotte | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,284,198 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2015 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | The organization is organized exclusively for charitable and educational purposes within the meaning of Section 501(c)(3) of the Internal Revenue Code including without limitation the ability to provide assistance and advocacy for the financially disadvantaged. | ActivityOrMissionDesc |
| Voting Members Governing Body | 2 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 2 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,062,887 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,100,865 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $2,062,887 | PYTotalRevenueAmt |
| CY Total Revenue | $4,100,865 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,762,502 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,996,377 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,783 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $90,672 | PYOtherExpensesAmt |
| CY Other Expenses | $8,552 | CYOtherExpensesAmt |
| PY Total Expenses | $1,853,174 | PYTotalExpensesAmt |
| CY Total Expenses | $4,004,929 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $209,713 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $95,936 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $799,466 | TotalAssetsBOYAmt |
| Total Assets EOY | $895,402 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $799,466 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $895,402 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The organization is organized exclusively for charitable and educational purposes within the meaning of Section 501(c)(3) of the Internal Revenue Code including, without limitation, the ability to provide assistance and advocacy for the financially disadvantaged. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,868,277 | ExpenseAmt |
| Grant | $2,868,277 | GrantAmt |
| Desc | Gifts to 61 various charities to support medical needs, youth development programs and summer camps, shelter for the homeless, and other local charities in the Charlotte metropolitan area. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $818,100 | ExpenseAmt |
| Grant | $818,100 | GrantAmt |
| Desc | Donations to Second Harvest Food Bank of Metrolina. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $310,000 | ExpenseAmt |
| Grant | $310,000 | GrantAmt |
| Desc | Donations to Foodbank of Central and Eastern NC | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,996,377 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (true) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (true) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 2 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 2 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Investment In Joint Venture | false | 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 | Jerry W Robbins Jr | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7045673627 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6000 Monroe Rd | AddressLine1Txt |
| City | Charlotte | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Greshna Lynn Hendrick Carlson | ||||||
| President | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JR Hendrick III | ||||||
| Vice President/Director | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| A Scott Ennis | ||||||
| Vice President/Assistant Treasurer | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Brenda C Howard | ||||||
| Vice President/Secretary | 4.0 | Yes (X) | $0 | $0 | $0 | |
| J Wayne Robbins Jr | ||||||
| Vice President/Treasurer | 2.0 | Yes (X) | $0 | $0 | $0 | |
| Robert C Rice | ||||||
| Vice President/Assistant Secretary | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Thomas F Kissinger | ||||||
| Vice President | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,239,910 | FundraisingAmt |
| Related Organizations | $1,165,549 | RelatedOrganizationsAmt |
| All Other Contributions | $1,695,406 | AllOtherContributionsAmt |
| Total Contributions | $4,100,865 | TotalContributionsAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $183,333 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,239,910 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $183,333 | FundraisingDirectExpensesAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,100,865 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,996,377 | TotalAmt |
| Program Services | $3,996,377 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142 | TotalAmt |
| Management And General | $142 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,450 | TotalAmt |
| Management And General | $2,450 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,173 | TotalAmt |
| Management And General | $390 | ManagementAndGeneralAmt |
| Fundraising | $3,783 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,390 | TotalAmt |
| Management And General | $1,390 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous | Desc |
| Total | $397 | TotalAmt |
| Management And General | $397 | ManagementAndGeneralAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,004,929 | TotalAmt |
| Program Services | $3,996,377 | ProgramServicesAmt |
| Management And General | $4,769 | ManagementAndGeneralAmt |
| Fundraising | $3,783 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $799,466 | BOYAmt |
| EOY | $895,402 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $799,466 | BOYAmt |
| EOY | $895,402 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $799,466 | BOYAmt |
| EOY | $895,402 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $799,466 | BOYAmt |
| EOY | $895,402 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $799,466 | BOYAmt |
| EOY | $895,402 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $95,936 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | 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 Minus4 Years | $1,355,108 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $185,827 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,317,795 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,062,887 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,100,865 | CurrentTaxYearAmt |
| Total | $9,022,482 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,355,108 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $185,827 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,317,795 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,062,887 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,100,865 | CurrentTaxYearAmt |
| Total | $9,022,482 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,590,693 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,431,789 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $341 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $341 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $9,022,823 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $0 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.6020 | PublicSupportCY170Pct |
| Public Support PY170 | 0.5778 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - MISCELLANEOUS, COLUMN A - , COLUMN B - , COLUMN C - 341.0, COLUMN D - , COLUMN E - , COLUMN F - 341.0; | ExplanationTxt |
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 G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Learn Live Hope Golf Tournament | Event1Nm |
| Gross Receipts Event1 | $1,416,108 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,235,344 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $180,764 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $176,481 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $4,283 | OtherDirectExpensesEvent1Amt |
| Event2 | Fan Fest | Event2Nm |
| Gross Receipts Event2 | $7,135 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $4,566 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $2,569 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $2,033 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $536 | OtherDirectExpensesEvent2Amt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $1,423,243 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,239,910 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $183,333 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $178,514 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $4,819 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $183,333 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (61 entries)
| Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|
| 12Stone Church | |||
| 581744164 | 501(c)(3) | $15,800 | Program Support |
| Aislinn's Wish Foundation | |||
| 812264954 | 501(c)(3) | $10,000 | Program Support |
| Alameda City Community Food Bank | |||
| 942960297 | 501(c)(3) | $52,000 | Program Support |
| Allegro Foundation | |||
| 200221482 | 501(c)(3) | $15,000 | Program Support |
| American Legion Dept of NC Charities | |||
| 823160927 | 501(c)(3) | $10,000 | Program Support |
| America's Second Harvest Food Bank | |||
| 592610345 | 501(c)(3) | $29,000 | Program Support |
| BRAKES | |||
| 262176362 | 501(c)(3) | $25,000 | Program Support |
| Be the Match Foundation | |||
| 411704734 | 501(c)(3) | $100,000 | Program Support |
| Blue Alert Foundation | |||
| 455607994 | 501(c)(3) | $10,000 | Program Support |
| Boys & Girls Club of America | |||
| 135562976 | 501(c)(3) | $35,000 | Program Support |
| BTG Community Outreach | |||
| 453482143 | 501(c)(3) | $13,500 | Program Support |
| Camp Southern Ground | |||
| 273082862 | 501(c)(3) | $100,000 | Program Support |
| Capital Area Food Bank | |||
| 521167581 | 501(c)(3) | $6,000 | Program Support |
| Carmel Country Club EE | |||
| 464983404 | 501(c)(3) | $10,000 | Program Support |
| Carolinas Aviation Museum | |||
| 455572638 | 501(c)(3) | $50,000 | Program Support |
| Central Texas Food Bank | |||
| 742217350 | 501(c)(3) | $33,000 | Program Support |
| Charlotte Hornets Foundation | |||
| 200946449 | 501(c)(3) | $8,000 | Program Support |
| Community Food Bank - Central Alabama | |||
| 630837956 | 501(c)(3) | $36,000 | Program Support |
| Everham Family Racing for a Reason | |||
| 562053289 | 501(c)(3) | $10,000 | Program Support |
| Feeding America Tampa Bay | |||
| 592116576 | 501(c)(3) | $15,000 | Program Support |
| Feeding American Riverside and San Bernandin | |||
| 330072922 | 501(c)(3) | $22,000 | Program Support |
| Feeding South Florida | |||
| 592097520 | 501(c)(3) | $9,000 | Program Support |
| Feedmore | |||
| 541150923 | 501(c)(3) | $22,100 | Program Support |
| Food Bank of Central and Eastern NC | |||
| 561283426 | 501(c)(3) | $310,000 | Program Support |
| Food Bank of Southeastern Virginia | |||
| 521219783 | 501(c)(3) | $66,000 | Program Support |
| Foundation for the Carolinas | |||
| 566047886 | 501(c)(3) | $100,000 | Program Support |
| Fraternal Order of Police | |||
| 237192021 | 501(c)(3) | $10,000 | Program Support |
| Harry Chapin FB of Southwest FL | |||
| 592332120 | 501(c)(3) | $21,000 | Program Support |
| Harvesters | |||
| 431208665 | 501(c)(3) | $205,000 | Program Support |
| Horation Alger Association | |||
| 272480291 | 501(c)(3) | $10,000 | Program Support |
| Interfaith Food Shuttle | |||
| 561753180 | 501(c)(3) | $97,000 | Program Support |
| Jimmie Johnson Foundation | |||
| 202387645 | 501(c)(3) | $25,000 | Program Support |
| Leukemia & Lymphoma Society | |||
| 135644916 | 501(c)(3) | $10,000 | Program Support |
| Levine Children's Gala | |||
| 566060481 | 501(c)(3) | $50,000 | Program Support |
| Lowcountry Food Bank | |||
| 570751835 | 501(c)(3) | $221,000 | Program Support |
| Martin Truex Jr Foundation | |||
| 260654126 | 501(c)(3) | $20,000 | Program Support |
| Montreat College | |||
| 560543261 | 501(c)(3) | $100,000 | Program Support |
| Motor Racing Outreach | |||
| 581859610 | 501(c)(3) | $27,000 | Program Support |
| Mr October Foundation for Kids | |||
| 770452428 | 501(c)(3) | $25,000 | Program Support |
| Nazareth Child & Family Connection | |||
| 560556754 | 501(c)(3) | $20,000 | Program Support |
| North Gwinnett Co-Op | |||
| 582176942 | 501(c)(3) | $19,000 | Program Support |
| North Texas Food Bank | |||
| 751785357 | 501(c)(3) | $21,000 | Program Support |
| Occoneechee Council | |||
| 560529984 | 501(c)(3) | $25,000 | Program Support |
| One Generation Away | |||
| 462741214 | 501(c)(3) | $41,000 | Program Support |
| Patriot Foundation | |||
| 200232968 | 501(c)(3) | $30,000 | Program Support |
| Receptions for Research | |||
| 270843891 | 501(c)(3) | $31,000 | Program Support |
| Richard Petty Foundation | |||
| 010525593 | 501(c)(3) | $10,000 | Program Support |
| Salvation Army of Greater Charlotte | |||
| 580660607 | 501(c)(3) | $200,000 | Program Support |
| Samaritan's Purse | |||
| 581437002 | 501(c)(3) | $50,000 | Program Support |
| Second Harvest Food Bank | |||
| 561352593 | 501(c)(3) | $981,100 | Program Support |
| Southeast Gwinnett Co-Op Ministry | |||
| 581991483 | 501(c)(3) | $88,000 | Program Support |
| Speedway Children's Charities | |||
| 561331429 | 501(c)(3) | $78,250 | Program Support |
| Streetwise Georgia | |||
| 943440809 | 501(c)(3) | $85,000 | Program Support |
| The Dale Jr Foundation | |||
| 208353637 | 501(c)(3) | $25,000 | Program Support |
| The Miracle League of the Triangle | |||
| 202696836 | 501(c)(3) | $20,000 | Program Support |
| Urban Youth Racing School | |||
| 233018927 | 501(c)(3) | $25,000 | Program Support |
| Victory Junction Gang | |||
| 562215292 | 501(c)(3) | $25,000 | Program Support |
| Wake Tech Community College Foundation | |||
| 237017752 | 501(c)(3) | $75,000 | Program Support |
| Who Got Game | |||
| 851465502 | 501(c)(3) | $10,000 | Program Support |
| Youth Automotive Training | |||
| 592432681 | 501(c)(3) | $25,000 | Program Support |
| Youth for Tomorrow | |||
| 521342268 | 501(c)(3) | $100,000 | Program Support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 61 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | The organization accepts requests for grants and support from other public charities. The requests are reviewed by a committee. Requests approved by the committee are funded. The foundation may award a charity a grant without having received a request for funding. The committee may select a public charity for funding based on its mission statement and the services provided. Support of children's programs and medical research are examples of public charities having received funding from the foundation without having submitted a request for support. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 2 Family/business relationships amongst interested persons | Joseph R Hendrick III and Lynn Carlson - Family relationship, Joseph R Hendrick III, Jerry W Robbins Jr, Robert C Rice, A Scott Ennis, Brenda Howard, and Thomas F Kissinger - Business relationship |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE FOUNDATION PROVIDES A COPY OF THE 990 TAX RETURN TO ITS BOARD OF DIRECTORS FOR APPROVAL PRIOR TO FILING. |
| Form 990, Part VI, Line 12c Conflict of interest policy | The foundation's annual activity is reviewed for compliance with its conflict of interest policy. Directors, officers, and key employees are required to disclose any transaction deemed to be a conflict of interest as outlined in the policy statement. Directors, officers, and key employees are provided a copy of the conflict of interest policy annually for review. |
| Form 990, Part VI, Line 19 Required documents available to the public | The organization will make its governing documents, conflicts of interest policy, and financial statements available to the public by appointment. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt |
|---|---|---|---|---|---|---|---|---|
| Hendrick Automotive Group LLC | ||||||||
| 6000 Monroe Rd | Charlotte | NC | 28212 | 561794980 | Automotive Retail | NC | NA | N/A |
| HMS Holdings LLC | ||||||||
| 4400 Papa Joe Hendrick Blvd | Charlotte | NC | 28262 | 611432963 | Professional Race Car Team | NC | NA | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |