Charlie's Heart Foundation
Charlie's Heart Foundation is a public charity based in Matthews, North Carolina, that funds holistic mental health services for uninsured and underinsured individuals, families, and communities. Established in 2017, it supports small nonprofits with programs promoting the mental and emotional well-being of families in under-resourced communities.
Key facts about Charlie's Heart Foundation
In short: Charlie's Heart Foundation gave $241K across 13 grants in 2024 (avg $19K), mostly in North Carolina. 23% of 2024 grantees were new. Source: 2024 IRS Form 990.
- EIN
- 82-2279726
- Latest 990 filing
- Form 990, 2024
- Annual giving (2024)
- $241,000
- Grants made (2024)
- 13
- Average grant
- $18,538
- Median grant
- $15,000
- New grantees (estimate)
- 23% first-time grantees (3 of 13, 2024)
- Total assets
- $667,285
- Primary geography
- North Carolina (85% of itemized 2024 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The Foundation does not accept unsolicited requests. Full details ↓
- Deadline
- The 2026 cycle opened April 1, with Letters of Interest due May 1 and full applications due June 30.
Data from IRS Form 990, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2024 IRS Form 990 · View filing
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
Is Charlie's Heart Foundation open to new grantees?
23%
first-time grantees, 2024
In 2024, 3 of 13 grantees (23%) were first-time recipients. First grants averaged $13K; repeat grants $20K. How we count
Medians: $15K first-time, $20K repeat.
- 77% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (+6%). Method
Estimate from itemized grant lists in IRS Form 990 filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The Foundation’s mission, as stated on its website, is to fund holistic mental health services that deliver quality care to uninsured and underinsured individuals, families, and communities. Its 2024 filing states a mission of “empowering families to stay together when faced with difficult life circumstances.”
The Foundation says it prioritizes innovative, holistic programs that promote family mental well-being, particularly by addressing the needs of parents and caregivers in underserved and under-resourced communities. It prefers small nonprofits and considers factors including demonstrated community need, organizational capacity and sustainability, community involvement in program design and evaluation, systemic impact, and measurable outcomes.
Examples of 2024 grantees illustrate the range of organizations supported. KinderMourn describes its work as providing counseling and grief support to bereaved families, while Foster Village Charlotte supports children and families experiencing foster care. The Still Place describes offering respite and support to families facing serious, life-altering illnesses. These are the grantees’ descriptions of their own work.
Grantmaking
In 2024, the Foundation reported 13 grants totaling $241,000. Grants ranged from $10,000 to $40,000, with a median award of $15,000. The largest awards included $40,000 to Addis Jemari Inc., $30,000 to KinderMourn Inc., and $25,000 to Foster Village Charlotte. The Foundation also awarded $20,000 each to Foster Village Charlotte, Mitchell Bays Turner Pediatric Fund Inc., The Still Place Inc., and Council for Childrens Rights Inc. (Foster Village Charlotte’s award was $25,000; the other listed $20,000 awards were to the latter three organizations.)
Review Cycle
The 2026 cycle opened April 1, with Letters of Interest due May 1 and full applications due June 30. These deadlines have passed. The Foundation listed September 30, 2026, as the decision date.
Open Grants
1 open opportunity from Charlie's Heart Foundation
Ready to take the next step with Charlie's Heart Foundation?
Geographic Focus
Where this funder awards grants
The Foundation says it makes grants to organizations headquartered in North Carolina. It may consider organizations headquartered in North Carolina that support humanitarian efforts outside the continental United States. Its 2024 grants went to recipients in North Carolina and South Carolina; the filing reports that 85% of grant dollars went to North Carolina recipients and 15% to South Carolina recipients.
Grant Distribution by State
Share of 2024 grant dollars across all 13 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $148K (2020) to $241K (2024). In 2024 it made 13 grants totaling $241K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Addis Jemari Inc ($40K). Together the top 10 received $211K.
Grant Size Distribution
54 grants across all recorded years
The most common grant size was under $50K: 53 grants of 54 (98%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Addis Jemari Inc Raleigh, NC | To Support General Operations | $40,000 |
| Kinder-Mourn Inc Charlotte, NC | To Support General Operations | $30,000 |
| Foster Village Charlotte Charlotte, NC | To Support General Operations | $25,000 |
| Mitchell Bays Turner Pediatric Fund Inc Charlotte, NC | To Support General Operations | $20,000 |
| The Still Place Inc Hayesville, NC | To Support General Operations | $20,000 |
| Council for Childrens Rights Inc Charlotte, NC | To Support General Operations | $20,000 |
| Hopeful Horizons Beaufort, SC | To Support General Operations | $15,000 |
| Project 658 - Hope Community Clinic Charlotte, NC | To Support General Operations | $15,000 |
| Mind Body Baby Charlotte, NC | To Support General Operations | $15,000 |
| Fostering Great Ideas Re-Imagine Foster Care Greenville, SC | To Support General Operations | $11,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2024 | $667,285 | $314,806 | $340,821 | $241,000 |
| 2023 | $655,431 | $278,805 | $319,641 | $231,000 |
| 2022 | $638,251 | $293,100 | $310,435 | $220,500 |
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $667,285 | $655,431 | $638,251 |
| Revenue | $314,806 | $278,805 | $293,100 |
| Expenses | $340,821 | $319,641 | $310,435 |
| Net Investment Income | $19,299 | $11,825 | $3,490 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS August 19, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS November 15, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS November 9, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS June 3, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS June 2, 2025)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Rebecca Holt as director and president; Michael Holt as director, vice president, and treasurer; Heather Wallace as secretary; and Sara Hyden, Sally Loftis, and Diana Moser-Burg as board members. The Foundation’s 2026–2028 strategic plan identifies Rebecca Holt as founder and executive director.
Charlie's Heart Foundation is led by Rebecca Holt, Director & President on every filing since 2020; none of the 6 officers listed in 2024 report compensation.
Officers on the 2024 filing
Rebecca Holt
Director & President
On filings since 2020
15 hrs/week
No compensation reported
Michael Holt
Director, Vice President & Treasurer
On filings since 2020
10 hrs/week
No compensation reported
Sara Hyden
Board Member
Secretary → Board Member, 2022
On filings since 2020
1 hr/week
No compensation reported
Heather Wallace
Secretary
Board Member → Secretary, 2024
On filings since 2022
10 hrs/week
No compensation reported
Sally Loftis
Board Member
On filings since 2022
1 hr/week
No compensation reported
Diana Moser-Burg
Board Member
New on the 2024 filing
1 hr/week
No compensation reported
Former officers (4)
- Former: Chris Fialko (2020–2023) — Board Member
- Former: Lauren Jackson (2020–2023) — Secretary
- Former: Shawn Flynn (2020–2023) — Board Member
- Former: Laura Gilmore (2020) — Operations Director
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: 301 E John Street 2489, Matthews, NC 28105
Phone: (704) 502-6005
Website: https://charliesheartfoundation.org
Frequently asked questions about Charlie's Heart Foundation
How much does Charlie's Heart Foundation give each year?
Charlie's Heart Foundation gave $241K across 13 grants in 2024, according to its 2024 IRS Form 990. In 2023 it gave $231K across 12 grants.
What is Charlie's Heart Foundation's typical grant size?
Charlie's Heart Foundation's median grant in 2024 was $15,000, and its average grant was $18,538, across 13 grants on its 2024 IRS Form 990. Organizations receiving their first grant from Charlie's Heart Foundation that year got $13K on average.
Where does Charlie's Heart Foundation give grants?
Charlie's Heart Foundation gives mostly in North Carolina: 85% of the grant dollars itemized on its 2024 IRS Form 990 went to recipients there. The next largest state was South Carolina (15%). The most frequent recipient cities were Charlotte, NC (6 grants) and Raleigh, NC (2 grants).
Does Charlie's Heart Foundation give general operating support?
Yes: 100% of Charlie's Heart Foundation's 2024 grants with a stated purpose (13 of 13) were for general or operating support, per its 2024 IRS Form 990.
Who are Charlie's Heart Foundation's largest grantees?
Charlie's Heart Foundation's largest 2024 grantees include Addis Jemari Inc ($40,000), Kinder-Mourn Inc ($30,000) and Foster Village Charlotte ($25,000), according to its 2024 IRS Form 990. Together they received 39% of its itemized 2024 grant dollars.
How large is Charlie's Heart Foundation?
Charlie's Heart Foundation reported $667K in total assets on its 2024 IRS Form 990. Its revenue that year was $315K.
What does Charlie's Heart Foundation fund?
The Foundation’s mission, as stated on its website, is to fund holistic mental health services that deliver quality care to uninsured and underinsured individuals, families, and communities. See mission & focus areas ↑
How do I apply for a grant from Charlie's Heart Foundation?
The Foundation does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Charlie's Heart Foundation's EIN?
Charlie's Heart Foundation's EIN (Employer Identification Number) is 82-2279726. IRS Form 990 filing data is available on this page for 2020–2024.
Does Charlie's Heart Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.
Here's the math on researching Charlie's Heart Foundation by hand.
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