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Nonprofiteer
← UNITED WAYOF SOUTH HAMPTON FOUNDATION

Form 990 for tax year 2022

Filed by UNITED WAYOF SOUTH HAMPTON FOUNDATION.

Totals

Total revenue
$25,435
Total expenses
$273,673
Contributions and grants received
$0
Grants paid
$1,050
Program service revenue
$0
Investment income
$25,435
Other revenue
$0
Total assets, end of year
$58,041,886
Total liabilities, end of year
$56,873,870
Net assets or fund balances, end of year
$1,168,016
Program services expenses (Part IX)
$1,050
Management and general expenses
$272,623
Fundraising expenses
$0
Program service expenses (Part III)
$1,050

Program services were 0.4% 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.

  • 3 · Investment income

    total $25,435 · excluded $25,435

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,050 · program services $1,050

  • 7 · Other salaries and wages

    total $167,907 · management and general $167,907

  • 9 · Other employee benefits

    total $39,392 · management and general $39,392

  • 10 · Payroll taxes

    total $12,155 · management and general $12,155

  • 11c · Fees: accounting

    total $24,585 · management and general $24,585

  • 11f · Fees: investment management

    total $10,025 · management and general $10,025

  • 12 · Advertising and promotion

    total $4,423 · management and general $4,423

  • 13 · Office expenses

    total $2,609 · management and general $2,609

  • 16 · Occupancy

    total $783 · management and general $783

  • 17 · Travel

    total $731 · management and general $731

  • 19 · Conferences, conventions and meetings

    total $4,896 · management and general $4,896

  • 24a · Other expenses: MISCELLANEOUS

    total $5,117 · management and general $5,117

Balance sheet

Part X, book values.

  • 11 · Investments: publicly traded securities

    beginning of year $52,455,370 · end of year $57,835,847

  • 15 · Other assets

    beginning of year $151,961 · end of year $206,039

  • 25 · Other liabilities

    beginning of year $51,739,952 · end of year $56,873,870

  • 27 · Net assets without donor restrictions

    beginning of year $867,379 · end of year $1,168,016

Mission and programs · 2022

Mission

THE PURPOSE OF THE FOUNDATION IS TO BENEFIT AND CARRY OUT THE PURPOSES OF UNITED WAY OF SOUTH HAMPTON ROADS BY PROVIDING A LONG-TERM BASE OF FINANCIAL SUPPORT FOR UNITED WAY, ITS CERTIFIED AGENCIES AND ITS CHARITABLE, SOCIAL, EDUCATIONAL, AND HUMAN SERVICE PROGRAMS, ACTIVITIES AND PURPOSES.

  • THE PURPOSE OF THE FOUNDATION IS TO BENEFIT AND CARRY OUT THE PURPOSES OF UNITED WAY OF SOUTH HAMPTON ROADS BY PROVIDING A LONG-TERM BASE OF FINANCIAL SUPPORT FOR UNITED WAY, ITS CERTIFIED AGENCIES AND ITS CHARITABLE, SOCIAL, EDUCATIONAL, AND HUMAN SERVICE PROGRAMS, ACTIVITIES AND PURPOSES.AGENCY AFFILIATE FUNDS: THE FOUNDATION PROVIDES AN OPPORTUNITY FOR LOCAL AGENCIES TO INVEST THEIR FUNDS WITH THAT OF THE FOUNDATION. THIS OPPORTUNITY PROVIDES PROFESSIONAL MANAGEMENT AND OVERSIGHT OF INVESTED FUNDS. AGENCY AFFILIATED FUND AGREEMENTS ARE APPROVED BY THE BOARD OF TRUSTEES.DONOR ADVISED FUNDS: THE FOUNDATIONS DONOR ADVISED GIVING PROGRAM FACILITATES GRANTS TO DOMESTIC ORGANIZATIONS, BASED UPON RECOMMENDATIONS BY PROGRAM CONTRIBUTORS THAT MEET PROGRAMMATIC INTERESTS OF BOTH THE DONOR AND THE FOUNDATION. THROUGH INTERNATIONAL DONOR ADVISED GIVING, DONORS CAN PROVIDE FUNDING FOR GRANTS TO A VARIETY OF CHARITABLE ORGANIZATIONS

    Expenses $1,050 · Grants $1,050

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • MICHELE ANDERSON

    FORMER EXECUTIVE DIRECTOR

    Total calculated
    $211,398
    From this org
    $0
    From related orgs
    $211,398
    Other
    $0
    Hours/week
    3 + 37 related

    Schedule J breakdown matched by us

    Base
    $0 + $209,777 related
    Bonus
    $0
    Other
    $0 + $1,621 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $211,398 related

  • LEWIS WEBB

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • STEVE FREDRICKSON

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DARLEEN MASTIN

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • CHARLES BIRDSONG

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ROB BROERMANN

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ASHLEY GALLER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DAWN GLYNN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • THOMAS HASTY III

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • RYAN INMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ALAN NORDLINGER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CAROL ORMOND

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ANGELA REDDIX

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JAMES SPORE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JOAN BROCK

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • STEPHEN SNYDER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • RICHARD D KNOX JR

    BOARD MEMBER

    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

The filer's explanations (Part III)

PART I, LINE 3
COMPENSATION FOR FORMER EXECUTIVE DIRECTOR WAS ESTABLISHED BY UNITED WAY OF SOUTH HAMPTON ROADS.

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

No itemized grants to organizations 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
2022
Filed
18 March 2024
IRS schema version
2022v5.0
Source object
202420809349300112

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