The Aunt Kate Foundation
- Assets
- $891.2k
- Revenue
- $62.7k
- Investments
- $890.0k
- Employees
- 0
- Location
- Charlotte, NC
- Founding
- 06/1990
- Data as of
- 12/2022
- EIN
- 43-1525099
Organization Overview
The Aunt Kate Foundation is located in Charlotte, NC. The organization was established in 1990. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Aunt Kate Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Aunt Kate Foundation generated $62.7k in total revenue. This represents relatively stable growth, over the past 4 years the organization has increased revenue by an average of 3.8% each year. All expenses for the organization totaled $52.7k during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3 - Line 4a
N/A
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Elizabeth Fleming Knight Administrator | 10 | $14,000 | |
Charles J Fleming Director | 0 | $0 | |
Jennifer Z Fleming Director | 0 | $0 | |
Kevin C Fleming President | 0 | $0 | |
Patrick J Fleming Vice President | 0 | $0 | |
Katherine R Fleming Secretary And Treasurer | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $20,250 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $42,411 |
| Capital Gain Net Income | $42,411 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $62,661 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $14,000 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $2,694 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $6,797 |
| Total operating and administrative expenses | $27,150 |
| Contributions, gifts, grants paid | $25,500 |
| Total expenses and disbursements | $52,650 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $1,176 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $890,036 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $891,212 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, The Aunt Kate Foundation has awarded $25,500 in support to 8 organizations.
| Grant Recipient | Amount |
|---|---|
COMPASSIONATE CARE ALS PURPOSE: GENERAL FUND | $1,000 |
FAMILY LIFE FELLOWSHIP PURPOSE: GENERAL FUND | $2,000 |
HOLT INTERNATIONAL PURPOSE: GENERAL FUND | $1,000 |
MARK GELINA UNIV OF MO SCHOLARSHIP PURPOSE: GENERAL FUND | $1,500 |
PRESBYTERIAN EVANGELISTIC ASSOCIATION PURPOSE: GENERAL FUND | $3,000 |
SAM RICHARDSON - MHS FOUNDATION PURPOSE: GENERAL FUND | $1,000 |