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Nonprofit · EIN 81-3222963

GIVECLEAR FOUNDATION

Tax-exempt · CHARLOTTE, NC 28203

Financials

$26.5M$4M2023$214.9M$33.6M2024
Revenue Expenses · by fiscal year end
Financials of GIVECLEAR FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$214,891,040$33,572,987$181,318,053$215,446,402$531,552$214,914,850
December 31, 2023990$26,518,335$4,019,664$22,498,671$25,646,145$61,497$25,584,648
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$210,477,594
Program service revenue
$0
Investment income
$4,413,446
Net gain from sales of assets
$784,190
Other revenue
$0

Expenses

Grants and similar amounts paid
$31,760,654
Compensation of officers, directors and key employees
$8,793
Salaries, compensation and benefits (total)
$8,793
Professional fundraising fees
$0
Legal fees
$8,554
Accounting fees
$30,703
Program services (functional)
$33,493,971
Management and general (functional)
$68,216
Fundraising (functional)
$10,800

Balance sheet and other

Total assets, start of year
$25,646,145
Total assets, end of year
$215,446,402
Total liabilities, end of year
$531,552
Net assets, end of year
$214,914,850
Publicly traded securities
$171,007,146
Net assets without donor restrictions
$214,914,850
Gross receipts
$233,163,242
Employees
0
Volunteers
5
Year formed
2016
State of legal domicile
DE

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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
David CollinsBoard Member
Trustee or director
10$8,793
Wes LongBoard Chair, Treasurer
Trustee or director, Officer
1$0
Eddie BealBoard Member
Trustee or director
1$0
Nick StonestreetBoard Member
Trustee or director
1$0
Randall HoagBoard Member
Trustee or director
1$0
Robert BalesExecutive Director
Officer
24$0
Terrance McCaffreyCFO
Officer
6$0
990 for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
Robert BalesExecutive Director
Officer
20$72,000
David CollinsBoard Member
Institutional trustee
10$8,464
Wes LongBoard Chair, Treasurer
Institutional trustee, Officer
1$0
Eddie BealBoard Member
Institutional trustee
1$0
Nick StonestreetBoard Member
Institutional trustee
1$0
Randall HoagBoard Member
Institutional trustee
1$0

Address and contacts

Address (IRS master file)
1235 EAST BLVD STE E PMB 1836, CHARLOTTE, NC 28203-5876
In care of
% JAMES P JOSEPH
Mailing address (990-N for 2018)
1924 Cleveland Ave Ste 201, Charlotte NC 28203
Principal officer (990 for 2024)
Robert Bales, 1235 East Blvd PMB 1836, Charlotte, NC 28203
Principal officer (990-N for 2018)
Cornelis Hoekstra, 1924 Cleveland Ave Ste 201, Charlotte NC 28203
Signed the 990
Robert Bales, Executive Director
Phone
(704) 318-2230
Return prepared by
CRI Capin Crouse Advisors LLC

Mission

The GiveClear Foundation delivers an inspiring charitable giving experience through innovative technology and personal engagement for Americans.

990 for the year ended December 31, 2024

Program accomplishments

  • The GiveClear Foundation delivers an inspiring charitable giving experience through innovative technology and personal engagement for Americans. We envision a new model of philanthropy - a system at your fingertips connecting passionate people to trusted charities at scale - empowering people of any means to give and support positive change. During 2024 we distributed over $31.7M in grants that positively impacted 2,630 non profit organizations across the United States.
    Expenses $33,493,971 · grants $31,760,654

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
81-3222963
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
2016
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$215,446,402
Income (IRS master file)
$233,163,242

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$214,891,040$33,572,987$215,446,402IRS
990December 2023$26,518,335$4,019,664$25,646,145XML
990December 2022$2,838,037$787,269$2,690,204IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990-N for 2018
Officer: Cornelis Hoekstra
December 31, 2018≤ $50,000 receipts––e-Postcard
990December 2018–––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 81-3222963).

Questions about GIVECLEAR FOUNDATION

What is the EIN of GIVECLEAR FOUNDATION?
The employer identification number (EIN) of GIVECLEAR FOUNDATION is 81-3222963.
Is GIVECLEAR FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
Are donations to GIVECLEAR FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does GIVECLEAR FOUNDATION 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 GIVECLEAR FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did GIVECLEAR FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of GIVECLEAR FOUNDATION?
The 990 for the year ended December 31, 2024 names Robert Bales.
Who are the officers and directors of GIVECLEAR FOUNDATION?
The 990 for the year ended December 31, 2024 lists 7 people; 1 received compensation from the organization, the highest $8,793 (David Collins, Board Member).
How much revenue does GIVECLEAR FOUNDATION have?
On its 990 for the year ended December 31, 2024 it reported revenue of $214,891,040, expenses of $33,572,987 and total assets of $215,446,402 at year end.

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