Data update history
January 15, 2025
Posted financials
Added Form 990PF for fiscal year 2024
January 17, 2024
Posted financials
Added Form 990PF for fiscal year 2023
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2022
June 28, 2023
Posted financials
Added Form 990PF for fiscal year 2021
June 3, 2023
Updated personnel
Identified 1 new personnel
Nonprofit Types
Grantmaking organizationsPrivate foundationsFamily foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedTax deductible donationsNo full-time employees
General information
- Address
- 154-a Beacon Dr
- Mooresville, NC 28117
- Metro area
- Charlotte-Concord-Gastonia, NC-SC
- County
- Iredell County, NC
- Phone
- (336) 346-0009
IRS details
- EIN
- 03-0469046
- Fiscal year end
- June
- Taxreturn type
- Form 990-PF
- Year formed
- 2003
- Eligible to receive tax-deductible contributions (Pub 78)
- Yes
Categorization
- NTEE code, primary
- T20: Private Foundations
- NAICS code, primary
- 813211: Grantmaking Foundations
- Parent/child status
- Independent
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