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Nonprofiteer
← GREATER WACO UNITED FUND FOUNDATION

Form 990 for tax year 2023

Filed by GREATER WACO UNITED FUND FOUNDATION.

Totals

Total revenue
$205,288
Total expenses
$56,361
Contributions and grants received
$6,365
Grants paid
$52,451
Program service revenue
$0
Investment income
$198,923
Other revenue
$0
Total assets, end of year
$1,465,967
Total liabilities, end of year
$56,361
Net assets or fund balances, end of year
$1,409,606
Program services expenses (Part IX)
$52,451
Management and general expenses
$3,910
Fundraising expenses
$0
Program service expenses (Part III)
$52,451

Program services were 93.1% 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.

  • 1f · All other contributions, gifts and grants

    $6,365

  • 3 · Investment income

    total $49,259 · excluded $49,259

  • 7a · Gross sales of assets other than inventory

    securities $587,850

  • 7b · Less cost or other basis and sales expenses

    securities $438,186

  • 7c · Gain or loss

    securities $149,664

  • 7d · Net gain or loss

    total $149,664 · excluded $149,664

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $52,451 · program services $52,451

  • 11c · Fees: accounting

    total $3,910 · management and general $3,910

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $526,657 · end of year $40,340

  • 2 · Savings and temporary cash investments

    beginning of year $197,355 · end of year $197,844

  • 11 · Investments: publicly traded securities

    beginning of year $628,798 · end of year $1,227,783

  • 25 · Other liabilities

    beginning of year $52,744 · end of year $56,361

  • 27 · Net assets without donor restrictions

    beginning of year $1,226,639 · end of year $1,335,690

  • 28 · Net assets with donor restrictions

    beginning of year $73,427 · end of year $73,916

Mission and programs · 2023

Mission

IN CONNECTION WITH THE UNITED WAY OF WACO-MCLENNAN COUNTY, TEXAS, HELPING TO ACHIEVE A COMMUNITY WHERE ALL PEOPLE HAVE THE EDUCATION, HEALTH AND STABILITY NEEDED TO REACH THEIR FULL POTENTIAL.

  • THE ORGANIZATION WAS FORMED TO SUPPORT THE UNITED WAY OF WACO-MCLENNAN COUNTY. DURING 2023 THE ORGANIZATION CONTRIBUTED $52,451 TO THE UNITED WAY OF WACO-MCLENNAN COUNTY.

    Expenses $52,451 · Grants $52,451

As filed on the 2023 return.

Listed in Part VII

  • Andrew Pick

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • John Taylor

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Susan Feagin

    VICE PRESIDENT (JAN-APR)

    Total calculated
    $0
    Hours/week
    1

  • Tammy Richards

    VICE PRESIDENT (MAY-DEC)

    Total calculated
    $0
    Hours/week
    1

  • Brian Remson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Cheryl Gochis

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Malcom Duncan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Bill Clifton Jr

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Tammy Richards

    TRUSTEE (JAN-APR)

    Total calculated
    $0
    Hours/week
    1

  • Orlando Rodriguez

    TRUSTEE

    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.

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
2023
Filed
5 November 2024
IRS schema version
2023v5.1
Source object
202403139349301105

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