CHARLIES HEART FOUNDATION Charity Report

Public IRS 990 nonprofit record

CHARLIES HEART FOUNDATION

EIN 82-2279726 · Private Grantmaking Foundations (T20)

What they do

EMPOWERING FAMILIES to STAY TOGETHER WHEN FACED WITH DIFFICULT LIFE CIRCUMSTANCES.

Before you give

Are they doing good?

Easy charity check

Good signs so far

The public paperwork has several good signs. Now check whether the charity can show who it helped.

Here is the honest answer: A tax form shows money and paperwork. It cannot prove that people, animals, or the community were truly helped.

Good signs we looked for

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 leaders6 people are listed in the latest report.

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

Money made simple

$108.26spent for every $100 of revenueSpending was higher than revenue this year.

$8.70of every $100 spent went to management and office costsThis number alone does not tell us how much good they did.

$1.96in assets for every $1 spent this yearSome assets cannot be spent right away.

104.1%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 $26,015 this year. Ask whether that was planned or caused by a one-time event.

Bottom line: Good paperwork is a good sign—not proof. The best answer comes when the charity can show what it changed, who it 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.

Money in and money out

Revenue$314,806

Expenses$340,821

Annual shortfall $26,015 Expenses were higher than revenue for this filing year.

Selected spending reported on the 990

Each amount is compared with total expenses separately. These categories can overlap, so they should not be added together as a pie chart.

Management and general$29,821 · 8.7% of expenses

Grants paid$1,113,000 · 326.6% of expenses

This source amount exceeds total expenses; compare the filing details carefully.

See all reported dollar amounts

Revenue$314,806

Expenses$340,821

Assets$667,285

Income$469,729

Contributions$327,591

Grants given$1,113,000

Average grant$19,875

Management and general$29,821

Stocks and bonds$635,275

Accounting fees$8,820

People

Leadership and board

Tax year 2024

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

See everyone listed on the board or leadership roster (6)

DIANA MOSER-BURGBOARD MEMBER

HEATHER WALLACESECRETARY

MICHAEL HOLTDIRECTOR/VP/TREASURER

REBECCA HOLTDIRECTOR/PRESIDENT

SALLY LOFTISBOARD MEMBER

SARA HYDENBOARD MEMBER

About this charity

Recognized since: January 2018
Location: 301 E JOHN STREET 2489, MATTHEWS, NC 28105
County: Mecklenburg
In care of: MICHAEL HOLT
Primary officer: MICHAEL HOLT, VICE PRESIDENT AND TREASURER

How to reach them

WebsiteVisit the charity’s website Emailinfo@charliesheartfoundation.org Phone(704) 502-6005

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: GREERWALKER LLP
NTEE classification: Private Grantmaking Foundations (T20)
IRS tax category: Private Grantmaking Foundations
Grant-giving organization: Yes