Civic Intelligence

Constance Y Grant Charitable Tr

EIN 93-6414158 • Fort Mill, SC

PO Box 1929Fort Mill, SC 29716
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Net Margin

1st percentile

-401%

Higher net margin than 1% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

54th percentile

$23,644

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 45.8% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

12th percentile

-13%

Faster asset growth than 12% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

1st percentile

-97%

Faster revenue growth than 1% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$1,403,188

Down $204,625 (-13%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,403,188

Down $204,625 (-13%) from 2023

Revenue

Down

$51,598

Down $1,560,669 (-97%) from 2023

Expenses

Up

$258,617

Up $254,163 (+5706%) from 2023

Net Income

Down

-$207,019

Down $1,814,832 (-113%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2023: $1,607,813Liabilities 2023: $0Net Assets 2023: $1,607,8132023Assets 2024: $1,403,188Liabilities 2024: $0Net Assets 2024: $1,403,1882024

Highlighted filing

2024

Assets$1,403,188
Liabilities$0
Net Assets$1,403,188

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2023: $1,612,267Expenses 2023: $4,454Net Income 2023: $1,607,8132023Revenue 2024: $51,598Expenses 2024: $258,617Net Income 2024: -$207,0192024

Highlighted filing

2024

Revenue$51,598
Expenses$258,617
Net Income-$207,019

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Dec 3, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
L TYLER YONGECo-Trustee-$23,644-$23,644
-Trustee-$11,380-$11,380
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFISHER HOUSE FOUNDATION INCGENERAL PURPOSEPCROCKVILLE, MD, US$205,109
Filing and Contact Details

Filer

Filer Name
Constance Y Grant Charitable Tr
EIN
93-6414158
Phone
2167716960
Address
PO BOX 1929, FORT MILL, SC 29716

Signing Officer

Name
President Chief Operating Officer
Title
Vice President
Phone
2167716960
Signed
2025-12-03
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
330 RUSH ALLEY SUITE 800, COLUMBUS, OH 43215-3932
Preparer
Kelly Neugebauer
Phone
6142211000
Raw XML Appendix291 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt012992
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MNGMNT FEES (DEDUCT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt012992
TaxesSchedule/TaxesDetail/Amt04500
TaxesSchedule/TaxesDetail/Amt1492
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PRESIDENT CHIEF OPERATING OFFICER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02167716960
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CONSTANCE Y GRANT CHARITABLE TR
ReturnHeader/Filer/BusinessNameControlTxt0CONS
ReturnHeader/Filer/EIN0936414158
ReturnHeader/Filer/PhoneNum02167716960
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1929
ReturnHeader/Filer/USAddress/CityNm0FORT MILL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029716
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861065772
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DELOITTE TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0330 RUSH ALLEY SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0432153932
ReturnHeader/PreparerPersonGrp/PhoneNum06142211000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-12-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELLY NEUGEBAUER
ReturnHeader/ReturnTs02025-12-04T02:01:28-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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