THE SAMANTHA AND KYLE BUSCH BUNDLE OF JOY FUND Charity Report

Public IRS 990 nonprofit record

THE SAMANTHA AND KYLE BUSCH BUNDLE OF JOY FUND

EIN 20-5950643 · Philanthropy, Voluntarism & Grantmaking Foundations (T123)

What they do

ADVOCATING for INFERTILITY EDUCATION and AWARENESS and REMOVING FINANCIAL BARRIERS BY GRANTING MONETARY AWARDS to FINANCIALLY CHALLENGED COUPLES WHO REQUIRE FERTILITY TREATMENTS to HAVE THEIR OWN BUNDLE of JOY.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $77.70 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders16 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

87.98%of revenue went to mission work77.7% of expenses · Program services

5.66%of revenue went to fundraising5.0% of expenses

$113.24spent for every $100 of revenueSpending was higher than revenue this year.

19.60%of revenue went to management and office costs17.3% of expenses

$1.27in assets for every $1 spent this yearSome assets cannot be spent right away.

104.0%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $68,558 this year. Ask whether that was planned or caused by a one-time event.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$518,005

Mission workProgram services$455,76087.98% of revenue77.7% of expenses

ManagementOffice and general costs$101,50919.60% of revenue17.3% of expenses

FundraisingAsking for donations$29,2945.66% of revenue5.0% of expenses

Total expenses$586,563113.24% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 77.7% mission · 17.3% management · 5.0% fundraisingTotal expenses: 113.24% of revenue

2023Expense mix: 70.8% mission · 20.3% management · 8.9% fundraisingTotal expenses: 72.21% of revenue

2022Expense mix: 64.4% mission · 35.6% management · 0.0% fundraisingTotal expenses: 117.01% of revenue

2021Expense mix: 51.5% mission · 48.5% management · 0.0% fundraisingTotal expenses: 96.01% of revenue

2020Expense mix: 54.9% mission · 45.1% management · 0.0% fundraisingTotal expenses: 70.46% of revenue

2019Expense mix: 71.3% mission · 28.7% management · 0.0% fundraisingTotal expenses: 68.77% of revenue

2017Expense mix: 57.5% mission · 42.5% management · 0.0% fundraisingTotal expenses: 41.98% of revenue

2016Expense mix: 73.3% mission · 26.3% management · 0.4% fundraisingTotal expenses: 89.53% of revenue

Money in and money out

Revenue$518,005

Expenses$586,563

Annual shortfall $68,558 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$455,760 · 77.7% of expenses

Management and office costs$101,509 · 17.3% of expenses

Fundraising$29,294 · 5.0% of expenses

See all reported dollar amounts

Revenue$518,005

Expenses$586,563

Assets$742,873

Income$650,791

Contributions$538,978

Mission work (program services)$455,760

Fundraising$29,294

Grants given$1,354,658

Average grant$169,332

Management and general$101,509

Accounting fees$20,889

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

No compensation was reported for these leaders. The complete board and leadership roster is shown below.

Board and leadership roster (16)

ALLISON LATOSDIRECTOR

BARBARA METZELAARSDIRECTOR

CAMILLE MAARADIRECTOR

CHES MCDOWELLDIRECTOR

CLIFTON HOMESLEYDIRECTOR

COURTNEY STEPHENSONDIRECTOR

DARREN HICKEYDIRECTOR

JOHN HONDROSDIRECTOR

KYLE BUSCHCHAIRMAN

LAUREN HENDERSONDIRECTOR

MICHAEL STAHLDIRECTOR

NICOLE HANKSDIRECTOR

ROOHI JEELANIDIRECTOR

RYAN SCHALLESDIRECTOR

SAMANTHA BUSCHEXECUTIVE DI

SHARON WINGODIRECTOR

About this charity

Recognized since: January 2007
Location: 161 BYERS CREEK RD, MOORESVILLE, NC 28117-4440
County: Iredell
In care of: % JOHN FULLER
Primary officer: KYLE BUSCH, CHAIRMAN

How to reach them

WebsiteVisit the charity’s website Phone(704) 620-7795 Officer phone(704) 322-5340

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: KSDT & CO LLC
NTEE classification: Philanthropy, Voluntarism & Grantmaking Foundations (T123)
Grant-giving organization: Yes