GIVING WITH GRACE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GIVING WITH GRACE FOUNDATION (EIN 87-4095785)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202543219349100754
- Schema version
- 2024v5.2
- 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-PF
- Expln Of Non Filing With AG Stmt
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T06:22:46-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 991445194 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TSS ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 MORGAN DRIVE | AddressLine1Txt |
| City | LEBANON | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03766 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 874095785 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GIVING WITH GRACE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GIVI | BusinessNameControlTxt |
| Phone | 7045060147 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20917 BETHELWOOD LANE | AddressLine1Txt |
| City | CORNELIUS | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28031 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBIN SALZMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7045060147 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES N GODFREY CPA | PreparerPersonNm |
| PTIN | P00913422 | PTIN |
| Phone | 6036530044 | PhoneNum |
| Preparation | 2025-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,710,106 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $669,541 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $637,058 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $64,934 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,934,787 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $64,934 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $734,475 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $701,992 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $93,026 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $19,087 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $112,113 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,052,295 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,052,295 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,164,408 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,052,295 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,429,933 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $701,992 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $107,752 | CashBOYAmt |
| Cash EOY | $90,527 | CashEOYAmt |
| Cash EOYFMV | $90,527 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $31 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $31 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $20,167,227 | OtherAssetsBOYAmt |
| Other Assets EOY | $19,619,548 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $19,619,548 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $20,274,979 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,710,106 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,710,106 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $20,274,979 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $19,710,106 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,274,979 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,710,106 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,274,979 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,710,106 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,274,979 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,429,933 | ExcessRevenueOverExpensesAmt |
| Other Increases | $865,060 | OtherIncreasesAmt |
| Subtotal | $19,710,106 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,710,106 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| LONG TERM | P | 2024-01-01 | 2024-12-31 | $15,816,167 | $15,815,734 | $433 | $433 |
| SHORT TERM | P | 2024-01-01 | 2024-12-31 | $1,061,874 | $1,024,417 | $37,457 | $37,457 |
| NONCOVERED LONG TERM | P | 2024-01-01 | 2024-12-31 | $28,429 | $29,702 | -$1,273 | -$1,273 |
| CAPITAL GAINS DIVIDENDS | P | 2024-01-01 | 2024-12-31 | $28,317 | $28,317 | $28,317 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $64,934 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,758 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,758 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,758 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $17 | EsPenaltyAmt |
| Tax Due | $9,775 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROBIN SALZMAN | IndividualWithBooksNm |
| Phone | 7045060147 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20917 BETHELWOOD LANE | AddressLine1Txt |
| City | CORNELIUS | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28031 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBIN SALZMAN | ||||||||
| 20917 BETHELWOOD LANE | CORNELIUS | NC | 28031 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JACK SALZMAN | ||||||||
| 20917 BETHELWOOD LANE | CORNELIUS | NC | 28031 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| LAWRENCE SHAHEEN JR | ||||||||
| 209 DELBURG ST STE 203 | DAVIDSON | NC | 28036 | SECRETARY | 1.00 | $0 | $0 | $0 |
| JAMES GODFREY | ||||||||
| 19 MORGAN DRIVE | LEBANON | NH | 03766 | TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $19,893,387 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $99,139 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,992,526 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,992,526 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $299,888 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,692,638 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $984,632 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $984,632 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,758 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,758 | TotalTaxAmt |
| Distributable Before Adj | $974,874 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $974,874 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $974,874 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,052,295 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,052,295 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $974,874 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $45,217 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $317,056 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $362,273 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,052,295 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $974,874 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,077,421 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,439,694 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,439,694 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $45,217 | ExcessFromYear2Amt |
| Excess From Year1 | $317,056 | ExcessFromYear1Amt |
| Excess From Current Year | $1,077,421 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBIN SALZMAN | ContributingManagerNm |
| Contributing Manager | JACK SALZMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (89 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| ALL PAWS MATTER | ||||||
| 4815 DISHMAN PLACE | GRANITE FALLS | NC | 28630 | ANIMAL RESCUE | $2,500 | |
| ANGELS AND SPARROWS SOUP KITCHEN INC | ||||||
| PO BOX 315 | HUNTERSVILLE | NC | 28070 | FOOD BANK | $15,000 | |
| ANGELS TO THE ANIMALS | ||||||
| 2958 LAKE SHORE RD S | DENVER | NC | 28037 | MEDICAL COSTS AND SPAY/NEUTER PROGRAM | $18,500 | |
| BIG BROTHERS BIG SISTERS OF CENTRAL CAROLINAS | ||||||
| 3801 E INDEPENDENCE BLVD | CHARLOTTE | NC | 28205 | CHILDREN AT RISK | $2,500 | |
| BRAVE STEP INC | ||||||
| 970 STAFFORD FARM ROAD | CONCORD | NC | 28025 | WOMEN VICTIMS OF ABUSE | $6,000 | |
| BRIDGE BETWEEN ANIMAL RESCUE | ||||||
| 1681 OLD MILITARY ROAD | CHARLESTON | SC | 29412 | ANIMAL RESCUE | $2,500 | |
| BROTHER WOLF ANIMAL RESCUE | ||||||
| 23 HERITAGE DR | ASHEVILLE | NC | 28806 | ANIMAL RESCUE | $5,000 | |
| BULLIES 2 THE RESCUE | ||||||
| 3051 DAIRY FARM DRIVE | MONROE | NC | 28110 | ANIMAL RESCUE | $5,000 | |
| CARE ANIMAL SHELTER | ||||||
| PO BOX 215 | AURORA | MO | 65605 | ANIMAL RESCUE | $25,000 | |
| CAROLINA BOXER RESCUE | ||||||
| 7427 MATTHEWS MINT HILL RD STE | MINT HILL | NC | 28227 | ANIMAL RESCUE | $5,000 | 105-167 |
| CAROLINA REPTILE CENTER | ||||||
| 225 PRESBYTERIAN RD | MOORESVILLE | NC | 28115 | ANIMAL RESCUE | $5,000 | |
| CAROLINA SANCTUARY RESCUE INC | ||||||
| 1501 AUDOBON DRIVE | BOWLING GREEN | KY | 42101 | ANIMAL RESCUE | $1,000 | |
| CAROLINA STREET CATS INC | ||||||
| 305 MAURICE ST | MONROE | NC | 28112 | ANIMAL RESCUE | $7,500 | |
| CAROLINA WILDLIFE CONSERVATION CENTER | ||||||
| 232 HIGHLAND FOREST DRIVE | CHARLOTTE | NC | 28270 | WILDLIFE RESCUE | $40,000 | |
| CAT COALITION OF THE NEW SOUTH INC | ||||||
| 223 EAST MAIN STREET | MARSHVILLE | NC | 28103 | ANIMAL RESCUE | $2,500 | |
| CAT SMART COALITION INC | ||||||
| 5624 EXECUTIVE CENTER DRIVE SUITE | CHARLOTTE | NC | 28212 | ANIMAL RESCUE | $10,000 | 130 |
| CATHERINE'S HOUSE | ||||||
| 141 MERCY DR | BELMONT | NC | 28012 | WOMENS SHELTER | $5,000 | |
| CHOW CHARMER RESCUE | ||||||
| 166 CLEARVIEW DRIVE | LYMAN | SC | 29365 | ANIMAL RESCUE | $7,500 | |
| CLIFFORDS ARMY RESCUE EXTRAVAGANZA INC | ||||||
| 518 LEE DRIVE | SHELBY | NC | 28152 | ANIMAL RESCUE | $25,000 | |
| COOL KIDS CAMPAIGN FOUNDATION INC | ||||||
| 8422 BELLONA LANE SUITE 102 | TOWNSON | MD | 21204 | PROGRAMS FOR CHILDREN WITH CANCER | $35,000 | |
| CORNELIUS EARLY SCHOLARS | ||||||
| 19708 CHARLES TOWNES LANE | CORNELIUS | NC | 28031 | PRE-SCHOOL | $30,000 | |
| CORNELIUS FIRE DEPARTMENT | ||||||
| 19729 S MAIN STREET | CORNELIUS | NC | 28031 | ANNUAL FUNDRAISER | $200 | |
| DAVIDSON VILLAGE NETWORK | ||||||
| PO BOX 327 | DAVIDSON | NC | 28036 | SUPPORT FOR SENIORS | $2,000 | |
| DEFEND THE FATHERLESS | ||||||
| 3160 HIGHWAY 21 STE 103 70 | FORT MILL | NC | 29715 | CHILDREN IN NEED | $5,000 | |
| DOGS DESERVE BETTER PIEDMONT | ||||||
| 646 WILLARD DR | CREEDMOORE | NC | 27522 | ANIMAL RESCUE | $7,500 | |
| DORE RANCH | ||||||
| PO BOX 550 | KERSHAW | SC | 29067 | ANIMAL RESCUE | $2,500 | |
| DOVE HOUSE CHILDRENS ADVOCACY CENTER | ||||||
| 2407 SIMONTON RD | STATESVILLE | NC | 28625 | CHILD VICTIMS OF ABUSE | $60,000 | |
| EXCEPTIONAL CHILDREN'S ASSISTANCE CENTER | ||||||
| 907 BARRA ROW 103 | DAVIDSON | NC | 28036 | SPECIAL EDUCATION | $25,000 | |
| EXCHANGE CLUB CENTER FOR THE PREVENTION OF CHILD ABUSE OF IREDELL COUNTY | ||||||
| PO BOX 167 | STATESVILLE | NC | 28687 | CHILD VICTIMS OF ABUSE | $2,500 | |
| FEEDNC | ||||||
| PO BOX 5173 | MOORESVILLE | NC | 28117 | FOOD BANK | $5,000 | |
| FOREVER DREAM SENIOS DOG SANCTUARY INC | ||||||
| PO BOX 521 | TRYON | NC | 28782 | MEDICAL CARE | $10,000 | |
| FOSTER VILLAGE CHARLOTTE INC | ||||||
| 2117 KEEGAN CT | MATTHEWS | NC | 28104 | FOSTER CHILD ASSISTANCE | $10,000 | |
| FRIENDS OF FERAL FELINES | ||||||
| 1045 KIMORY TERRACE | CHARLOTTE | NC | 28210 | SPAY/NEUTER PROGRAM | $7,500 | |
| FRIENDS OF THE ANSON COUNTY ANIMAL SHELTER | ||||||
| 101 SOUTH GREENE STREET | WADESBORO | NC | 28170 | ANIMAL RESCUE | $71,500 | |
| GASTON COUNTY - HOPE UNITED SURVIVOR NETWORK | ||||||
| 170 W FRANKLIN BLVD | GASTONIA | NC | 28052 | DOMESTIC VIOLENCE | $5,000 | |
| GASTON COUNTY - TOY RUN FOR KIDS | ||||||
| 1825 SPENCER MOUNTAIN ROAD | GASTONIA | NC | 28052 | WNC HOLIDAYS | $2,500 | |
| GUARDIANS OF THE CHILDREN INC | ||||||
| 177 FREMONT LOOP | MOORESVILLE | NC | 28115 | CHILD WELFARE | $1,000 | |
| HAPPY TAILS ANIMAL SANCTAURY | ||||||
| 1057 WILLIAMS WHITE RD | ZEBULON | NC | 27597 | HAY BARN | $5,000 | |
| HAPPY TAILS RESCUE INC | ||||||
| PO BOX 84 | MAIDEN | NC | 28650 | ANIMAL RESCUE | $6,000 | |
| HELPING ANIMALS TO SURVIVE | ||||||
| PO BOX 243 | DENVER | NC | 28037 | ANIMAL RESCUE | $72,595 | |
| HOLY ANGELS FOUNDATION INC | ||||||
| 427 E WILKIINSON BLVD | BELMONT | NC | 28012 | CARE FOR THE DIFFERENTLY ABLED | $112,500 | |
| HOPE HOUSE FOUNDATION INC | ||||||
| 15604 NORTHCROSS DRIVE | HUNTERSVILLE | NC | 28078 | CARE FOR THE DIFFERENTLY ABLED | $25,000 | |
| HOPE OF MOORESVILLE | ||||||
| 218 N ACADEMY ST | MOORESVILLE | NC | 28115 | HOME WOMEN & CHILDREN | $25,000 | |
| HUMANE SOCIETY OF CATAWBA COUNTY | ||||||
| PO BOX 63 | HICKORY | NC | 28603 | ANIMAL RESCUE | $2,500 | |
| HUMANE SOCIETY OF CHARLOTTE INC | ||||||
| 1348 PARKER DRIVE | CHARLOTTE | NC | 28208 | ANIMAL RESCUE | $100,000 | |
| HUMANE SOCIETY OF GREENWOOD | ||||||
| PO BOX 49776 | GREENWOOD | SC | 29649 | ANIMAL RESCUE | $250 | |
| JACKS FURRYTAIL RESCUES | ||||||
| 28 CREEKS EDGE CT | DURHAM | NC | 27713 | ANIMAL RESCUE | $1,000 | |
| JOE MAUS FOUNDATION | ||||||
| 7015 CUNNINGHAM LN | INDIAN TRAIL | NC | 28079 | SUPPORT LOCAL ORGANIZATIONS | $5,000 | |
| KITTY PAWTROL | ||||||
| PO BOX 1112 | WILMINGTON | NC | 28402 | ANIMAL RESCUE | $7,500 | |
| KORA'S RESCUE RANCH | ||||||
| PO BOX 1002 | RANDLEMAN | NC | 27317 | ANIMAL RESCUE | $25,000 | |
| LAKE NORMAN CHAMBER OF COMMERCE FOUNDATION INC | ||||||
| 19900 WEST CATAWBAY AVE SUITE 101 | CORNELIUS | NC | 28031 | COMMUNITY | $5,000 | |
| LAKE NORMAN HUMANE INC | ||||||
| 181 N MAIN STREET SUITE 206 | MOORESVILLE | NC | 28117 | ANIMAL RESCUE | $100,000 | |
| LAKE NORMAN LUCKY CAT | ||||||
| 20117 W CATAWBA AVE | CORNELIUS | NC | 28031 | ANIMAL WELFARE | $18,000 | |
| LEAST OF THESE CAROLINAS INC | ||||||
| 418 S SOUTH ST | GASTONIA | NC | 28052 | FOSTER CHILDREN | $361,000 | |
| MAGPIE & DAISEY'S PET RESCUE | ||||||
| 1032 WHIPPINGHAM PKWY | CARROLLTON | VA | 23314 | AINIMAL RESCUE | $2,500 | |
| MAKE-A-WISH FOUNDATION OF CENTRAL AND WESTERN NORTH CAROLINA INC | ||||||
| 217 EAST TREMONT AVENUE | CHARLOTTE | NC | 28203 | CHILDREN WITH LIFE-THREATENING ILLNESSES | $250,000 | |
| NATIONAL CHARITY LEAGUE LKN CHAPTER | ||||||
| PO BOX 4904 | MOORESVILLE | NC | 28117 | COMMUNITY | $2,500 | |
| NAUGHTY DONKEY FARM SANCTUARY INC | ||||||
| 24709 CANTON RD | ALBEMARLE | NC | 28001 | ANIMAL RESCUE | $10,000 | |
| NEIGHBORHOOD CARE CENTER INC | ||||||
| 19711 SMITH CIRCLE | CORNELIUS | NC | 28031 | COMMUNITY | $10,000 | |
| NOVANT HEALTH INC | ||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | MEDICAL CENTER FOUNDATION | $1,000 | |
| PARKINS PAWCAB | ||||||
| 4350 ODELL SCHOOL RD | CONCORD | NC | 28027 | ANIMAL RESCUE | $55,500 | |
| PARTNERS FOR CATS | ||||||
| PO BOX 1061 | MORGANTON | NC | 28680 | ANIMAL RESCUE | $26,750 | |
| PATS PALCE CHILD ADVOCACY CENTER INC | ||||||
| 901 EAST BLVD | CHARLOTTE | NC | 28203 | CHILD VICTIM OF ABUSE | $20,000 | |
| PAWS OF PEODMONT ANIMAL RESCUE | ||||||
| PO BOX 567 | LOCUST | NC | 28097 | ANIMAL RESCUE | $5,000 | |
| PIEDMONT ANIMAL RESCUE | ||||||
| 228 EAST WATERLYNN RD | MOORESVILLE | NC | 28117 | ANIMAL RESCUE | $35,000 | |
| REBUILDING TOGETHER OF GREATER CHARLOTTE | ||||||
| 9625 SOUTHERN PINE BLVD A | CHARLOTTE | NC | 28273 | LOW INCOME HOUSING | $5,000 | |
| RESCUE 4 THE UNWANTED INC | ||||||
| 1406 GENTRY PL | SALSBURY | NC | 28146 | SPAY/NEUTER PROGRAM | $20,000 | |
| RESCUE THE LITTLES | ||||||
| 13016 EASTFIELD RD STE 200 PMB 242 | HUNTERSVILLE | NC | 28078 | SPAY/NEUTER PROGRAM | $2,500 | |
| RES-Q RUNNER INC | ||||||
| 210 S IREDELL AVE | SPENCER | NC | 28159 | ANIMAL RESCUE | $2,500 | |
| RICHMOND COUNTY OPERATION FIX | ||||||
| PO BOX 2652 | ROCKINGHAM | NC | 28379 | ANIMAL RESCUE | $5,000 | |
| SAVING SOUTHERN KITTIES | ||||||
| 409 SUGAR MAPLE DR | TEGA CAY | SC | 29708 | ANIMAL RESCUE | $2,500 | |
| SEASONS OF GIVING | ||||||
| 12617 FRAMFIELD CT | HUNTERSVILLE | NC | 28078 | LAKE NORMAL SENIORS | $1,000 | |
| SHELTER DOG TRANSPORT ALLIANCE | ||||||
| 39 WOODVALE AVE | ASHEVILLE | NC | 28804 | ANIMAL RESCUE | $5,000 | |
| SMITHVILLE COMMUNITY INC | ||||||
| 21031 CATAWBA AVE SUITE 104 | CORNELIUS | NC | 28031 | FOOD INSECURITY | $2,500 | |
| SPAY IT FORWARD INC | ||||||
| PO BOX 1210 | CONCORD | NC | 28026 | SPAY/NEUTER PROGRAM | $5,000 | |
| SPAY NEUTER NC INC | ||||||
| 5001 SCALEYBARK COURT | INDIAN TRAIL | NC | 28079 | SPAY/NEUTER PROGRAM | $35,000 | |
| STAND FOR ANIMALS | ||||||
| 224 W 32ND STREET | CHARLOTTE | NC | 28206 | ANIMAL RESCUE | $55,000 | |
| SUNKISSED ACRES NC | ||||||
| 1030 REIGATE RD | CHARLOTTE | NC | 28262 | SPAY/NEUTER PROGRAM | $10,000 | |
| SUNNINGHILL JILL KIDS | ||||||
| 19825-B N COVE RD | CORNELIUS | NC | 28031 | CHILDREN WITH CANCER | $500 | |
| THE CARLEE CAUSE FOUNDATION | ||||||
| 2607 ASHBOURNE DRIVE | GASTONIA | NC | 28056 | ANIMAL RESCUE | $27,500 | |
| THE HUMANE SOCIETY OF UNION COUNTY INC | ||||||
| PO BOX 101 | MONROE | NC | 28111 | ANIMAL RESCUE | $15,000 | |
| THE RELATIVES INC | ||||||
| 1100 EAST BLVD | CHARLOTTE | NC | 28203 | TEENS IN CRISIS | $3,500 | |
| THE ROTARY CLUB OF LAKE NORMAN-HUNTERSVILLE INC | ||||||
| PO BOX 527 | HUNTERSVILLE | NC | 28070 | COMMUNITY | $5,000 | |
| VIA HEALTH PARTNERSHOSPICE | ||||||
| 7845 LITTLE AVENUE | CHARLOTTE | NC | 28226 | HOSPICE CARE | $50,000 | |
| WATCHMEN OF THE STREETS HOMELESS | ||||||
| PO BOX 1580 | CORNELIUS | NC | 28031 | HOMELESS WOMEN & CHILDREN | $5,000 | |
| WE ARE ZEUS INC | ||||||
| PO BOX 1851 | LEXINGTON | SC | 29071 | ANIMAL RESCUE | $10,000 | |
| YOUTH VILLAGES | ||||||
| 3320 BROTHER BLVD | MEMPHIS | TN | 38133 | FOSTER CHILDREN AGING OUT | $10,000 | |
| ZACK'S PLACE | ||||||
| PO BOX 634 | WOODSTOCK | VT | 05091 | SPECIAL NEEDS ASSISTANCE | $2,500 | |
| GASTON COMMUNITY FOUNDATION | ||||||
| PO BOX 123 | GASTONIA | NC | 28053 | CHILDREN IN FOSTER CARE | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,052,295 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $669,541 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $64,934 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $734,475 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $734,475 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NORTH CAROLINA DOES NOT REQUIRE A COPY OF FORM 990-PF TO BE FILED WITH THE STATE. | ExplanationTxt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRUIST INVESTMENTS | Desc |
| BOY Book Value | $20,167,227 | BOYBookValueAmt |
| EOY Book Value | $19,619,548 | EOYBookValueAmt |
| EOYFMV | $19,619,548 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $226 | $0 | $0 |
| MEMBERSHIP DUES | $520 | $0 | $0 |
| INSURANCE | $395 | $0 | $0 |
| MARKETING | $1,250 | $0 | $0 |
| EVENT PLANNING | $14,187 | $0 | $0 |
| FOREIGN TAXES PAID | $2,509 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $865,060 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $93,026 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACK AND ROBIN SALZMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20917 BETHELWOOD LANE | AddressLine1Txt |
| City | CORNELIUS | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28031 | ZIPCd |
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