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Nonprofiteer
← UNITED WAY OF GREATER CINCINNATI FOUNDATION

Form 990 for tax year 2024

Filed by UNITED WAY OF GREATER CINCINNATI FOUNDATION.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2024 , filed 11 May 2026. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$1,249,661 changed to $2,670,307
Total expenses
$91,124 changed to $1,846,734
Contributions and grants received
$855,236 changed to $826,607
Grants paid
$15,435 changed to $1,714,811
Investment income
$392,459 changed to $1,843,700
Other revenue
$1,966 changed to $0
Total assets, end of year
$48,115,402 changed to $51,834,665
Total liabilities, end of year
$674,000 changed to $421,900
Net assets or fund balances, end of year
$47,441,402 changed to $51,412,765
Program services expenses
$15,435 changed to $1,714,811
Management and general expenses
$75,689 changed to $131,923
Program service expenses (Part III)
$15,435 changed to $1,714,811

Listed only on the earlier return

  • Bill Montague
  • Randy Bush

Listed only on the later return

  • Michael Baker
  • Teresa Huxel
  • Terrance Bush
  • William Montague

Listed under a different title

  • Adia Molloy: Board Member then Member
  • Jeanetta Darno: Board Member then Member
  • Jodi Geiser: Chair then Board Chair
  • Josh Diedrichs: Board Member then Member
  • Kip Heekin: Board Member then Member
  • Kristin Fishbaugh: Board Member then Member
  • Lisa O'Brien: Board Member then Member
  • Moira Lyon: Board Member then Member
  • Robie Suggs: Board Member then Member
  • Willie Hill: Board Member then Member

Totals

Total revenue
$1,249,661
Total expenses
$91,124
Contributions and grants received
$855,236
Grants paid
$15,435
Program service revenue
$0
Investment income
$392,459
Other revenue
$1,966
Total assets, end of year
$48,115,402
Total liabilities, end of year
$674,000
Net assets or fund balances, end of year
$47,441,402
Program services expenses (Part IX)
$15,435
Management and general expenses
$75,689
Fundraising expenses
$0
Program service expenses (Part III)
$15,435

Program services were 16.9% 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

    $68,300

  • 1f · All other contributions, gifts and grants

    $786,936

  • 3 · Investment income

    total $321,180 · excluded $321,180

  • 7a · Gross sales of assets other than inventory

    securities $3,533,791

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

    securities $3,462,512

  • 7c · Gain or loss

    securities $71,279

  • 7d · Net gain or loss

    total $71,279 · excluded $71,279

  • 11a · Other revenue: Securities Settlement

    total $1,966 · excluded $1,966

  • 11e · Other revenue, total

    $1,966

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $15,435 · program services $15,435

  • 11f · Fees: investment management

    total $26,219 · management and general $26,219

  • 11g · Fees: other

    total $47,670 · management and general $47,670

  • 13 · Office expenses

    total $1,175 · management and general $1,175

  • 24a · Other expenses: Miscellaneous Expenses

    total $625 · management and general $625

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,105,632 · end of year $1,201,845

  • 4 · Accounts receivable

    beginning of year $243,935 · end of year $167,874

  • 11 · Investments: publicly traded securities

    beginning of year $24,726,505 · end of year $26,834,179

  • 12 · Investments: other securities

    beginning of year $2,769,505 · end of year $2,876,716

  • 15 · Other assets

    beginning of year $16,470,274 · end of year $17,034,788

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,457,400 · end of year $674,000

  • 27 · Net assets without donor restrictions

    beginning of year $22,917,333 · end of year $25,050,872

  • 28 · Net assets with donor restrictions

    beginning of year $20,941,118 · end of year $22,390,530

Mission and programs · 2024

Mission

The UWGC Foundation provides a flexible vehicle to perpetuate financial support of UWGC, its initiatives, its agencies, and the human services they provide.

  • United Way of Greater Cincinnati Foundation has the authority to raise funds to carry out its exempt purpose. These funds may be distributed to other charitable or educational organizations (in compliance with donor restrictions) or used to support the human service work of United Way of Greater Cincinnati.

    Expenses $15,435 · Grants $15,435

As filed on the 2024 return.

Listed in Part VII

  • Jodi Geiser

    Chair

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • John M Williams

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Whitney Maxson

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • Adia Molloy

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Jeanetta Darno

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Josh Diedrichs

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Kip Heekin

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Kristin Fishbaugh

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Lisa O'Brien

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Moira Lyon

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Robie Suggs

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Bill Montague

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Willie Hill

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Moira Weir

    President & CEO

    Total calculated
    $0
    Hours/week
    1 + 59 related

  • Randy Bush

    CFO

    Total calculated
    $0
    Hours/week
    1 + 49 related

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
2024
Filed
2 May 2025
IRS schema version
2024v5.1
Source object
202511269349302616

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