Charlie's Heart Foundation

MATTHEWS, NC EIN: 82-2279726 Website

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

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$667K

+1.8% YoY

Annual Giving

$241K

+4.3% YoY

Grant Count

13

+8.3% YoY

Avg Grant Size

$19K

-3.7% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$148K$296K$444K$592K20202021202220232024
Metric202420232022
Total Assets$667,285$655,431$638,251
Revenue$314,806$278,805$293,100
Expenses$340,821$319,641$310,435
Qualifying Distributions
Net Investment Income$19,299$11,825$3,490
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$60K$121K$181K$241K0 grants202011 grants202111 grants202212 grants202313 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

ADDIS JEMARI INC$40KKINDER-MOURN INC$30KFOSTER VILLAGE CHARLOTTE$25KMITCHELL BAYS TURNER PED…$20KTHE STILL PLACE INC$20KCOUNCIL FOR CHILDRENS RI…$20KHOPEFUL HORIZONS$15KPROJECT 658 - HOPE COMMU…$15KMIND BODY BABY$15KFOSTERING GREAT IDEAS RE…$11K

Grant Size Distribution

47 grants across all recorded years

46<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Charlie's Heart Foundation fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
REBECCA HOLTDIRECTOR/PRESIDENT15
MICHAEL HOLTDIRECTOR/VP/TREASURER10
SARA HYDENBOARD MEMBER1
SALLY LOFTISBOARD MEMBER1
HEATHER WALLACESECRETARY10
DIANA MOSER-BURGBOARD MEMBER1

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

5states

Cities

AtlantaAustinBeaufortCharlotteGreenvilleHayesvilleNashvilleRaleighWinstonsalemWoodruff

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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