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← UNITED WAY OF FORSYTH COUNTY FOUNDATION

Form 990 for tax year 2024

Filed by UNITED WAY OF FORSYTH COUNTY FOUNDATION.

Totals

Total revenue
$209,903
Total expenses
$280,065
Contributions and grants received
$0
Grants paid
$26,880
Program service revenue
$0
Investment income
$209,903
Other revenue
$0
Total assets, end of year
$11,941,330
Total liabilities, end of year
$4,055
Net assets or fund balances, end of year
$11,937,275
Program services expenses (Part IX)
$26,880
Management and general expenses
$253,185
Fundraising expenses
$0
Program service expenses (Part III)
$26,880

Program services were 9.6% 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.

  • 3 · Investment income

    total $209,903 · excluded $209,903

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $26,880 · program services $26,880

  • 7 · Other salaries and wages

    total $78,426 · management and general $78,426

  • 8 · Pension plan contributions

    total $4,419 · management and general $4,419

  • 9 · Other employee benefits

    total $9,922 · management and general $9,922

  • 10 · Payroll taxes

    total $5,503 · management and general $5,503

  • 11c · Fees: accounting

    total $1,500 · management and general $1,500

  • 11f · Fees: investment management

    total $25,880 · management and general $25,880

  • 11g · Fees: other

    total $114,905 · management and general $114,905

  • 13 · Office expenses

    total $2,074 · management and general $2,074

  • 16 · Occupancy

    total $8,096 · management and general $8,096

  • 21 · Payments to affiliates

    total $2,460 · management and general $2,460

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $5,038 · end of year $5,038

  • 2 · Savings and temporary cash investments

    beginning of year $267,173 · end of year $126,549

  • 3 · Pledges and grants receivable

    beginning of year $431,500 · end of year $400,000

  • 12 · Investments: other securities

    beginning of year $3,651,750 · end of year $3,730,748

  • 15 · Other assets

    beginning of year $7,418,377 · end of year $7,678,995

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,137 · end of year $4,055

  • 27 · Net assets without donor restrictions

    beginning of year $11,770,701 · end of year $11,937,275

Mission and programs · 2024

Mission

THE UNITED WAY OF FORSYTH COUNTY FOUNDATION ("FOUNDATION") WAS FORMED FOR THE PURPOSES OF PROVIDING A RESOURCE FOR FUNDS FOR AREAS OF NEED WITHIN THE COMMUNITY THAT HAVE BEEN IDENTIFIED BY UNITED WAY AND OTHER CHARITABLE ORGANIZATIONS AS AREAS OF HIGH PRIORITY. THE FOUNDATION WILL ALSO CARRY OUT FUNDRAISING ACTIVITIES WITH AN EMPHASIS ON BEQUESTS AND PLANNED GIVING.

Activities or mission (Part I)

TO PROVIDE FUNDING TO AREAS OF NEED THAT HAVE BEEN IDENTIFIED BY THE UNITED WAY OF FORSYTH COUNTY.

  • TO PROVIDE A RESOURCE FOR FUNDS FOR AREAS OF NEED WITHIN THE COMMUNITY THAT HAVE BEEN IDENTIFIED BY UNITED WAY AND OTHER CHARITABLE ORGANIZATIONS AS AREAS OF HIGH PRIORITY.

    Expenses $26,880 · Grants $26,880

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Antonia Monk Richburg

    PRESIDENT &

    Total calculated
    $271,837
    From this org
    $0
    From related orgs
    $236,218
    Other
    $35,619
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    not reported + $236,218 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $21,260 related
    Nontaxable benefits
    not reported + $14,359 related
    Filer's total
    not reported + $271,837 related

  • Mike Baughan

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Nadine Hall

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Mark Johnson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jeff Lawyer

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Howard Upchurch

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Mike Wells

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Keith Vaughan

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

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

None.

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

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
15 May 2026
IRS schema version
2024v5.0
Source object
202611339349304271

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