Nonprofit · EIN 56-1558489
HISTORIC ROSEDALE FOUNDATION INC
Tax-exempt · CHARLOTTE, NC 28206
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $190,476 | $235,449 | -$44,973 | $1,841,533 | $3,692 | $1,837,841 |
| June 30, 2024 | 990 | $254,165 | $320,728 | -$66,563 | $1,894,688 | $5,525 | $1,889,163 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $101,334
- Membership dues
- $20,323
- Program service revenue
- $34,624
- Investment income
- $54,518
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $65,668
- Salaries, compensation and benefits (total)
- $80,319
- Professional fundraising fees
- $0
- Accounting fees
- $8,199
- Depreciation
- $49,662
- Program services (functional)
- $79,612
- Management and general (functional)
- $144,814
- Fundraising (functional)
- $11,023
Balance sheet and other
- Total assets, start of year
- $1,894,688
- Total assets, end of year
- $1,841,533
- Total liabilities, end of year
- $3,692
- Net assets, end of year
- $1,837,841
- Land, buildings and equipment
- $1,284,232
- Net assets without donor restrictions
- $1,837,841
- Gross receipts
- $190,476
- Employees
- 13
- Volunteers
- 74
- Year formed
- 1993
- State of legal domicile
- NC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TOM SPADA | DIRECTOR Trustee or director, Officer | 2 | $0 |
| SHANNON CURTIS | DIRECTOR Trustee or director | 1 | $0 |
| PETE HEYNEN | DIRECTOR Trustee or director | 1 | $0 |
| WEB HATLEY | DIRECTOR Trustee or director | 1 | $0 |
| HUGH DUSSEK | DIRECTOR Trustee or director | 1 | $0 |
| FRED WAGNER | DIRECTOR Trustee or director | 1 | $0 |
| WILL POTTS | TREASURER Trustee or director, Officer | 2 | $0 |
| AGNES B WEISIGER | DIRECTOR Trustee or director | 1 | $0 |
| TINA WRIGHT | DIRECTOR Trustee or director | 1 | $0 |
| JANE ESTEP | DIRECTOR Trustee or director | 1 | $0 |
| BARBARA JACKSON | DIRECTOR Trustee or director | 1 | $0 |
| TOM WATSON | DIRECTOR Trustee or director | 1 | $0 |
| MARGARET GLOVER SCHRIMSHER | DIRECTOR Trustee or director | 1 | $0 |
| BARBARA TAYLOR | DIRECTOR Trustee or director | 1 | $0 |
| BETH HARRIS | DIRECTOR Trustee or director | 1 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSAN V MAYER | SECRETARY Trustee or director, Officer | 1 | $0 |
| JANET LEVY | PRESIDENT Trustee or director, Officer | 20 | $0 |
| ANNE MOORE | DIRECTOR Trustee or director, Officer | 1 | $0 |
990 for the year ended June 30, 2024: 21 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TOM SPADA | DIRECTOR Trustee or director, Officer | 2 | $0 |
| BEN COLLINS | DIRECTOR Trustee or director | 1 | $0 |
| SHANNON CURTIS | DIRECTOR Trustee or director | 1 | $0 |
| PETE HEYNEN | DIRECTOR Trustee or director | 1 | $0 |
| WEB HATLEY | DIRECTOR Trustee or director | 1 | $0 |
| HUGH DUSSEK | DIRECTOR Trustee or director | 1 | $0 |
| FRED WAGNER | DIRECTOR Trustee or director | 1 | $0 |
| TRACY MOORE | DIRECTOR Trustee or director | 1 | $0 |
| WILL POTTS | TREASURER Trustee or director, Officer | 2 | $0 |
| AGNES B WEISIGER | DIRECTOR Trustee or director | 1 | $0 |
| TINA WRIGHT | DIRECTOR Trustee or director | 1 | $0 |
| JANE ESTEP | DIRECTOR Trustee or director | 1 | $0 |
| BARBARA JACKSON | DIRECTOR Trustee or director | 1 | $0 |
| TOM WATSON | DIRECTOR Trustee or director | 1 | $0 |
| MARGARET GLOVER SCHRIMSHER | DIRECTOR Trustee or director | 1 | $0 |
| BARBARA TAYLOR | DIRECTOR Trustee or director | 1 | $0 |
| BETH HARRIS | DIRECTOR Trustee or director | 1 | $0 |
| SUSAN V MAYER | SECRETARY Trustee or director, Officer | 1 | $0 |
| ELIZABETH M MYERS | V PRESIDENT Trustee or director, Officer | 1 | $0 |
| JANET LEVY | PRESIDENT Trustee or director, Officer | 20 | $0 |
| ANNE MOORE | DIRECTOR Trustee or director, Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 790004, CHARLOTTE, NC 28206-7900
- Principal officer (990 for 2024)
- JANET LEVY, 1724 DEARMON DR, CHARLOTTE, NC 28205
- Signed the 990
- JANET E LEVY, PRESIDENT
- Phone
- (704) 335-0325
- Return prepared by
- Bobby T Martin & Associates LLC
Mission
TO PRESERVE AND PROTECT THE SOUTHERN PIEDMONTS HERITAGE THROUGH EXHIBITS, ARTS ARCHITECTURE, LIFESTYLE AND PRESERVATION.
Program accomplishments
- PROGRAMS TO SUPPORT OUR MISSION STATEMENTExpenses $79,612 · revenue $180,476
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 56-1558489
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1989
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,841,533
- Income (IRS master file)
- $190,476
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $190,476 | $235,449 | $1,841,533 | IRS |
| 990 | June 2024 | $254,165 | $320,728 | $1,894,688 | XML |
| 990 | June 2023 | $249,390 | $274,046 | $1,844,664 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | $440,100 | $239,667 | $1,956,756 | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 56-1558489).
Questions about HISTORIC ROSEDALE FOUNDATION INC
- What is the EIN of HISTORIC ROSEDALE FOUNDATION INC?
- The employer identification number (EIN) of HISTORIC ROSEDALE FOUNDATION INC is 56-1558489.
- Is HISTORIC ROSEDALE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to HISTORIC ROSEDALE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HISTORIC ROSEDALE FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HISTORIC ROSEDALE FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HISTORIC ROSEDALE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of HISTORIC ROSEDALE FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names JANET LEVY.
- Who are the officers and directors of HISTORIC ROSEDALE FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 18 people; 0 received compensation from the organization.
- How much revenue does HISTORIC ROSEDALE FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $190,476, expenses of $235,449 and total assets of $1,841,533 at year end.
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