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← CHARITABLE FOUNDATION USA

Form 990 for tax year 2023

Filed by CHARITABLE FOUNDATION USA.

This return was superseded by a later amendment.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 2023 , filed 11 November 2024. matched by us Only the Part I totals and the names listed in Part VII 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.

Both are the same on the two returns, so the amendment changed something else.

Totals

Total revenue
$69,024
Total expenses
$146,286
Contributions and grants received
$8,811
Grants paid
$105,670
Program service revenue
$1,331
Investment income
$58,882
Other revenue
$0
Total assets, end of year
$2,198,540
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$2,198,540
Program services expenses (Part IX)
$115,467
Management and general expenses
$30,819
Fundraising expenses
$0
Program service expenses (Part III)
$115,467

Program services were 78.9% 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.

  • 1a · Federated campaigns

    $0

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $0

  • 1d · Related organizations

    $0

  • 1e · Government grants (contributions)

    $0

  • 1f · All other contributions, gifts and grants

    $8,811

  • 1g · Noncash contributions included above

    $0

  • 2a · Program service revenue: Trusts unrelated

    total $1,331 · related or exempt $0 · unrelated business $1,331 · excluded $0

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $45,792 · related or exempt $45,792 · unrelated business $0 · excluded $0

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 5 · Royalties

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6a · Gross rents

    real property $0 · personal property $0

  • 6b · Less rental expenses

    real property $0 · personal property $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 7a · Gross sales of assets other than inventory

    securities $354,834 · other assets $0

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

    securities $341,744 · other assets $0

  • 7c · Gain or loss

    securities $13,090 · other assets $0

  • 7d · Net gain or loss

    total $13,090 · related or exempt $13,090 · unrelated business $0 · excluded $0

  • 8a · Fundraising events: contributions included on line 1c

    $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $105,670 · program services $105,670

  • 5 · Compensation of officers, directors and key employees

    total $28,850 · management and general $28,850

  • 9 · Other employee benefits

    total $2,207 · program services $2,207

  • 11b · Fees: legal

    total $500 · program services $500

  • 11c · Fees: accounting

    total $6,435 · program services $6,435

  • 13 · Office expenses

    total $768 · management and general $768

  • 14 · Information technology

    total $1,201 · management and general $1,201

  • 22 · Depreciation, depletion and amortization

    total $53 · program services $53

  • 24a · Other expenses: Payroll Processing

    total $602 · program services $602 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $66,190 · end of year $62,502

  • 2 · Savings and temporary cash investments

    beginning of year $7,819 · end of year $4,264

  • 10a · Land, buildings and equipment: cost or other basis

    $11,894

  • 10b · Land, buildings and equipment: accumulated depreciation

    $11,542

  • 10c · Land, buildings and equipment, net

    beginning of year $405 · end of year $352

  • 11 · Investments: publicly traded securities

    beginning of year $1,900,503 · end of year $2,131,422

  • 17 · Accounts payable and accrued expenses

    beginning of year $0 · end of year $0

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0

  • 29 · Capital stock, trust principal or current funds

    beginning of year $1,974,917 · end of year $2,198,540

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $0 · end of year $0

Mission and programs · 2023

Mission

Develop and sustain within scope of IRC 501(c)(3) a critical mass of social cohesion by supporting philanthropy, sharing charitable gifts and issuing charitable grants with various charities, and administering donor advised funds, endowments and charitable remainder trusts.

Activities or mission (Part I)

To develop/sustain, within scope of IRC Sect 501(c)(3), critical mass of social cohesion by (1) supporting philanthropy, (2) sharing gifts/grants with other charities, and (3) developing and executing programs that further social cohesion.

  • Sharing gifts and issuing grants by administering six donor advised funds, three endowments, and five charitable remainder trusts, and making grants to other charities.

    Expenses $115,467 · Grants $105,670 · Revenue $60,213

  • Supporting philanthropy, fundraising, correspond with advisors and donors to secure gifts and issue grants.

    Revenue $8,811

  • Developing and executing educational and other programs to further social cohesion. Continued progress in research and writing educational materials and develop support systems with plan to publicly launch the program in year 2025.

As filed on the 2023 return.

Listed in Part VII

  • Daniel H Jones Sr

    President

    Total calculated
    $28,850
    From this org
    $28,850
    From related orgs
    $0
    Other
    $0
    Hours/week
    10

  • Richard Wise

    Vice President

    Total calculated
    $0
    Hours/week
    0

  • David Schulze

    Secretary

    Total calculated
    $0
    Hours/week
    0

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

Provenance

Return type
form_990
Tax year
2023
Filed
30 October 2024
IRS schema version
2023v5.0
Source object
202433049349300018

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