Form 990 for tax year 2024
Filed by SPECIAL FORCES CHARITABLE TRUST.
What the amendment changed
Compared with the return it replaced , filed 14 May 2025. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
- Total revenue
- $3,072,256 changed to $5,048,990
- Total expenses
- $2,892,034 changed to $4,868,768
- Contributions and grants received
- $5,052,638 changed to $3,375,488
- Program service revenue
- $0 changed to $1,939,972
- Other revenue
- -$1,990,987 changed to -$277,075
- Program services expenses
- $2,411,566 changed to $4,388,300
- Program service expenses (Part III)
- $2,411,566 changed to $4,388,300
Totals
- Total revenue
- $5,048,990
- Total expenses
- $4,868,768
- Contributions and grants received
- $3,375,488
- Grants paid
- $425,173
- Program service revenue
- $1,939,972
- Investment income
- $10,605
- Other revenue
- -$277,075
- Total assets, end of year
- $3,633,240
- Total liabilities, end of year
- $223,001
- Net assets or fund balances, end of year
- $3,410,239
- Program services expenses (Part IX)
- $4,388,300
- Management and general expenses
- $127,989
- Fundraising expenses
- $352,479
- Program service expenses (Part III)
- $4,388,300
Program services were 90.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$2,436,083
-
1f · All other contributions, gifts and grants
$939,405
-
1g · Noncash contributions included above
$340,784
-
2a · Program service revenue: WARRIOR PROGRAMS
total $1,939,972 · related or exempt $1,939,972
-
3 · Investment income
total $10,044 · excluded $10,044
-
7a · Gross sales of assets other than inventory
securities $53,306
-
7b · Less cost or other basis and sales expenses
securities $52,745
-
7c · Gain or loss
securities $561
-
7d · Net gain or loss
total $561 · excluded $561
-
8a · Fundraising events: gross income
$82,090
-
8a · Fundraising events: contributions included on line 1c
$2,436,083
-
8b · Fundraising events: direct expenses
$359,165
-
8c · Net income from fundraising events
total -$277,075 · excluded -$277,075
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $173,640 · program services $173,640
-
2 · Grants to domestic individuals
total $251,533 · program services $251,533
-
5 · Compensation of officers, directors and key employees
total $202,660 · program services $151,995 · management and general $20,266 · fundraising $30,399
-
7 · Other salaries and wages
total $465,743 · program services $398,310 · management and general $26,374 · fundraising $41,059
-
9 · Other employee benefits
total $3,198 · program services $2,826 · management and general $144 · fundraising $228
-
10 · Payroll taxes
total $52,905 · program services $25,865 · management and general $10,816 · fundraising $16,224
-
11c · Fees: accounting
total $7,492 · management and general $7,492
-
11f · Fees: investment management
total $1,604 · management and general $1,604
-
11g · Fees: other
total $287,600 · program services $255,420 · management and general $15,571 · fundraising $16,609
-
12 · Advertising and promotion
total $74,849 · program services $30,546 · fundraising $44,303
-
13 · Office expenses
total $176,358 · program services $96,462 · management and general $18,627 · fundraising $61,269
-
16 · Occupancy
total $37,681 · program services $32,722 · management and general $133 · fundraising $4,826
-
17 · Travel
total $505,216 · program services $367,793 · management and general $1,592 · fundraising $135,831
-
22 · Depreciation, depletion and amortization
total $6,346 · program services $6,346
-
23 · Insurance
total $9,248 · program services $1,341 · management and general $6,919 · fundraising $988
-
24a · Other expenses: WARRIOR PROGRAMS
total $1,976,734 · program services $1,976,734
-
24b · Other expenses: FAMILY AND COMMAND SUPP
total $502,644 · program services $502,644
-
24c · Other expenses: EDUCATION AND MOTIVATIO
total $99,000 · program services $99,000
-
24d · Other expenses: DUES AND SUBSCRIPTIONS
total $17,592 · program services $2,290 · management and general $14,615 · fundraising $687
-
24e · All other expenses
total $16,725 · program services $12,833 · management and general $3,836 · fundraising $56
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $3,120,488 · end of year $2,607,113
-
4 · Accounts receivable
beginning of year $3,656 · end of year $3,656
-
9 · Prepaid expenses and deferred charges
beginning of year $6,841 · end of year $6,341
-
10a · Land, buildings and equipment: cost or other basis
$41,369
-
10b · Land, buildings and equipment: accumulated depreciation
$19,987
-
10c · Land, buildings and equipment, net
beginning of year $13,404 · end of year $21,382
-
11 · Investments: publicly traded securities
beginning of year $189,005 · end of year $628,999
-
15 · Other assets
beginning of year $179,256 · end of year $365,749
-
17 · Accounts payable and accrued expenses
beginning of year $141,936 · end of year $90,531
-
25 · Other liabilities
beginning of year $148,641 · end of year $132,470
-
27 · Net assets without donor restrictions
beginning of year $3,222,073 · end of year $3,410,239
Mission and programs · 2024
Mission
THE SPECIAL FORCES CHARITABLE TRUST (SFCT) PROVIDES MEANINGFUL AND SUSTAINABLE SUPPORT TO THE GREEN BERETS AND THEIR FAMILIES. THE SFCT SUPPORTS TIMELY, INNOVATIVE, AND COMPREHENSIVE PROGRAMS AND SERVICES DESIGNED TO ENHANCE THE WELL-BEING AND HEALTH OF BOTH THE SPECIAL FORCES SOLDIER AND HIS FAMILY.
Activities or mission (Part I)
TO SERVE PAST AND PRESENT US ARMY SPECIAL FORCES SOLDIERS AND THEIR FAMILIES (SEE SCHEDULE O) THROUGH DIRECT SERVICE PROGRAMS SUCH AS SCHOLARSHIPS, VETERAN ASSISTANCE, TRANSITION PROGRAMS, AND FAMILY SUPPORT SERVICES.
-
VETERANS AND HERITAGE - COMMITMENT TO THE SUPPORT OF SPECIAL FORCES VETERANS AND THEIR LEGACY, TO ENSURE THEIR WELFARE, AND PROVIDE DIRECT ASSISTANCE WHEN NEEDED. PROVIDING FUNDING FOR PROFESSIONAL COUNSELING, MEMORIALS, AND MONUMENTS FOR SPECIAL FORCES SOLDIERS AS WELL AS RECEPTIONS FOR RECOVERED MIA/KIA SPECIAL FORCES SOLDIERS AND MEDAL OF HONOR RECIPIENTS.
Expenses $1,262,359 · Grants $306,903 · Revenue $1,353,191
-
FAMILY AND COMMAND SUPPORT - EVENTS HELD FOR SPECIAL FORCES FAMILIES TO PROMOTE HEALTHY, HELPFUL STRATEGIES TO NAVIGATE THE PHYSICAL, EMOTIONAL, AND MENTAL CHALLENGES ENCOUNTERED IN THEIR DAILY LIVES. THESE EVENTS ALLOW THE FAMILIES TO RREFRESH, REFUEL, AND RECONNECT WHILE PROVIDING NEW CONCEPTS AND SKILLS THAT CAN BE IMMEDIATELY IMPLEMENTED IN THEIR PERSONAL AND PROFESSIONAL LIVES.
Expenses $1,011,335 · Grants $3,954 · Revenue $37,046
-
EDUCATION AND MOTIVATION - EMPOWERING THE FURTHERANCE OF EDUCATION AND CAREER GOALS BY PROVIDING EDUCATIONAL GRANTS TO SPOUSES AND MERIT-BASED SCHOLARSHIPS FOR CHILDREN OF CURRENT SPECIAL FORCES MEMBERS.
Expenses $436,709 · Revenue $264,458
-
Expenses $1,677,897 · Grants $114,316 · Revenue $285,277
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Darsie RogersDARSIE ROGERS
PRESIDENT
- Total calculated
- $0
- Hours/week
- 4
-
Chad FaulknerCHAD FAULKNER
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Brad MosesBRAD MOSES
CO-VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Chip GrundyCHIP GRUNDY
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Kevin CrawfordKEVIN CRAWFORD
SECRETARY
- Total calculated
- $0
- Hours/week
- 4
-
Timo HixonTIMO HIXON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
Anoton MaranoANOTON MARANO
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
Ronnie McCannRONNIE MCCANN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 3
-
Nic PerkinNIC PERKIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Dan RobitailleDAN ROBITAILLE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mark StilesMARK STILES
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Andrew SwankANDREW SWANK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Paul TheofanousPAUL THEOFANOUS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Phil VottieroPHIL VOTTIERO
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jodi BurnsJODI BURNS
EXECUTIVE DIRECTOR
- Total calculated
- $202,660
- From this org
- $200,050
- From related orgs
- $0
- Other
- $2,610
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $200,000
- Bonus
- $0
- Other
- $50
- Deferred
- $0
- Nontaxable benefits
- $2,610
- Filer's total
- $202,660
-
Cameron DavisCAMERON DAVIS
PROGRAMS DIRECTOR
- Total calculated
- $104,233
- From this org
- $103,512
- From related orgs
- $0
- Other
- $721
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
GENERAL OPERATIONS
-
$50,000
GENERAL OPERATIONS
-
$15,000
GENERAL OPERATIONS
-
SECURE AMERICA NOW
$13,000
GENERAL OPERATIONS
-
SPECIAL OPERATIONS ASSOCIATION
$10,000
GENERAL OPERATIONS
-
MARINE RECONNAISSANCE FOUNDATION
$10,000
GENERAL OPERATIONS
-
$10,000
GENERAL OPERATIONS
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 12 June 2025
- IRS schema version
- 2024v5.1
- Source object
- 202531759349300013
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