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← GIVING BRANCH FOUNDATION

Form 990 for tax year 2024

Filed by GIVING BRANCH FOUNDATION.

Totals

Total revenue
$1,246,873
Total expenses
$984,348
Contributions and grants received
$1,213,147
Grants paid
$929,241
Program service revenue
$0
Investment income
$8,760
Other revenue
$24,966
Total assets, end of year
$767,696
Total liabilities, end of year
$4,017
Net assets or fund balances, end of year
$763,679
Program services expenses (Part IX)
$929,241
Management and general expenses
$45,416
Fundraising expenses
$9,691
Program service expenses (Part III)
$929,241

Program services were 94.4% 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.

  • 1d · Related organizations

    $536,823

  • 1f · All other contributions, gifts and grants

    $676,324

  • 3 · Investment income

    total $8,514 · excluded $8,514

  • 7a · Gross sales of assets other than inventory

    other assets $246

  • 7c · Gain or loss

    other assets $246

  • 7d · Net gain or loss

    total $246 · excluded $246

  • 8a · Fundraising events: gross income

    $33,214

  • 8b · Fundraising events: direct expenses

    $8,248

  • 8c · Net income from fundraising events

    total $24,966

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $425,548 · program services $425,548

  • 2 · Grants to domestic individuals

    total $503,693 · program services $503,693

  • 11a · Fees: management

    total $36,000 · management and general $36,000

  • 11c · Fees: accounting

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

  • 11f · Fees: investment management

    total $1,731 · management and general $1,731

  • 12 · Advertising and promotion

    total $8,710 · fundraising $8,710

  • 13 · Office expenses

    total $175 · management and general $175

  • 16 · Occupancy

    total $6,000 · management and general $6,000

  • 17 · Travel

    total $909 · fundraising $909

  • 24a · Other expenses: SUPPLIES

    total $72 · fundraising $72

  • 24b · Other expenses: TAXES/LICENSES/PERMITS

    total $10 · management and general $10

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $273,398 · end of year $528,571

  • 11 · Investments: publicly traded securities

    beginning of year $225,229 · end of year $239,125

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,340 · end of year $4,017

  • 27 · Net assets without donor restrictions

    beginning of year $494,287 · end of year $763,679

Mission and programs · 2024

Mission

THE PURPOSE OF THE GIVING BRANCH FOUNDATION IS TO BENEFIT AND SUPPORT INDIVIDUALS AND FAMILIES IN NEED IN THE COMMUNITIES IN WHICH THE OFFICES OF FLAT BRANCH MORTGAGE, INC. ARE LOCATED; AND SECONDARILY TO SUPPORT ORGANIZATIONS AND INDIVIDUALS THE FOUNDATION DEEMS DESERVING.

Activities or mission (Part I)

THE MISSION OF THE GIVING BRANCH FOUNDATION IS TO SHOW LOVE IN THE COMMUNITIES WE SERVE BY PROVIDING FINANCIAL ASSISTANCE TO THOSE IN NEED.

  • IN 2024, THE FOUNDATION SUPPORTED 203 NOT-FOR-PROFIT ORGANIZATIONS, PROVIDED SUPPORT TO 260 INDIVIDUALS/FAMILIES, GRANTED 11 SCHOLARSHIPS TO WORKING ADULTS AND HELPED TO PROVIDE FUNDING TO 59 UNITED WAY ORGANIZATIONS.

    Expenses $929,241 · Grants $929,241

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

Listed in Part VII

  • Emily Harvey

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Sarah Craig

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Melissa Schnedler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Steven Clifford

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Clay Osceola

    DIRECTOR

    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

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • FLAT BRANCH MORTGAGE INC

    MORTGAGES · MO

Provenance

Return type
form_990
Tax year
2024
Filed
4 November 2025
IRS schema version
2024v5.0
Source object
202503149349301960

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