Skip to content
Nonprofiteer
← MEALS ON WHEELS FOR SENIOR CITIZENS ENDOWMENT FUND INC

Form 990 for tax year 2022

Filed by MEALS ON WHEELS FOR SENIOR CITIZENS ENDOWMENT FUND INC.

Totals

Total revenue
$153,072
Total expenses
$453,724
Contributions and grants received
$1,140
Grants paid
$402,435
Program service revenue
$0
Investment income
$151,932
Other revenue
$0
Total assets, end of year
$10,239,534
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$10,239,534
Program services expenses (Part IX)
$402,435
Management and general expenses
$51,289
Fundraising expenses
$0
Program service expenses (Part III)
$402,435

Program services were 88.7% 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

    $1,140

  • 3 · Investment income

    total $281,827 · excluded $281,827

  • 7a · Gross sales of assets other than inventory

    securities $1,776,042

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

    securities $1,905,937

  • 7c · Gain or loss

    securities -$129,895

  • 7d · Net gain or loss

    total -$129,895 · excluded -$129,895

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $402,435 · program services $402,435

  • 11b · Fees: legal

    total $51 · management and general $51

  • 11c · Fees: accounting

    total $12,675 · management and general $12,675

  • 11f · Fees: investment management

    total $38,563 · management and general $38,563

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $68,256 · end of year $42,794

  • 11 · Investments: publicly traded securities

    beginning of year $12,342,629 · end of year $10,196,740

  • 27 · Net assets without donor restrictions

    beginning of year $11,626,595 · end of year $9,454,104

  • 28 · Net assets with donor restrictions

    beginning of year $784,290 · end of year $785,430

Mission and programs · 2022

Mission

TO SET ASIDE FUNDS FOR THE FUTURE GROWTH AND SUPPORT OF MEALS ON WHEELS OF GREENVILLE, INC (AN AFFILIATED ORGANIZATION).

Activities or mission (Part I)

SEE ORGANIZATION'S MISSION STATEMENT.

  • THE ORGANIZATION WAS ABLE TO PROVIDE $402,435 IN ASSISTANCE TO MEALS ON WHEELS OF GREENVILLE, INC. - TOTAL PROGRAM SERVICE EXPENSES OF THE ORGANIZATION FOR THE YEAR WERE $402,435.

    Expenses $402,435 · Grants $402,435

As filed on the 2022 return.

Listed in Part VII

  • PHILIP MARTIN

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • WILL KIBLER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • TOMMY FLYNN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • THOMAS SIMMONS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • CATRIONA CARLISLE

    EXECUTIVE DIRECTOR

    Total calculated
    $118,996
    From this org
    $0
    From related orgs
    $106,371
    Other
    $12,625
    Hours/week
    2 + 40 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
2022
Filed
20 September 2023
IRS schema version
2022v5.0
Source object
202302639349300035

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.