Form 990 for tax year 2023

Filed by CARLETON UNIVERSITY FOUNDATION U S.

Totals

Total revenue: $20,500
Total expenses: $20,707
Contributions and grants received: $20,500
Grants paid: $20,500
Program service revenue: $0
Investment income: $0
Other revenue: $0
Total assets, end of year: $445
Total liabilities, end of year: $0
Net assets or fund balances, end of year: $445
Program services expenses (Part IX): $20,707
Management and general expenses: $0
Fundraising expenses: $0
Program service expenses (Part III): $20,707

Program services were 100.0% 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

$20,500
1g · Noncash contributions included above

$0
6b · Less rental expenses

personal property $0
6c · Rental income or loss

real property $0 · personal property $0
6d · Net rental income or loss

total $0
7c · Gain or loss

securities $0 · other assets $0
8a · Fundraising events: contributions included on line 1c

$0
11e · Other revenue, total

$0

Functional expenses

Part IX, the statement of functional expenses.

3 · Grants to foreign organizations and individuals

total $20,500 · program services $20,500
24a · Other expenses: Bank Fees

total $207 · program services $207 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $652 · end of year $445
29 · Capital stock, trust principal or current funds

beginning of year $0 · end of year $0
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 $652 · end of year $445

Mission and programs · 2023

Mission

The objects of the Foundation are to accept, receive, manage and distribute money and other property to support education and research at the University.

Objects of Foundation are to accept, receive, manage and distribute money and other property to support education and research at the University.

Expenses $20,707 · Revenue $20,500

As filed on the 2023 return.

Listed in Part VII

Jennifer Conley

President

Total calculated

$186,246

From this org

$0

From related orgs

$163,585

Other

$22,661

Hours/week

1 + 34 related

Schedule J breakdown matched by us

Base

$0 + $163,585 related

Bonus

$0

Other

$0

Deferred

$0 + $13,084 related

Nontaxable benefits

$0 + $9,577 related

Filer's total

$0 + $186,246 related
Melissa Forrest

Secretary and Treasurer

Total calculated

$79,161

From this org

$0

From related orgs

$69,223

Other

$9,938

Hours/week

1 + 34 related
Jim LeBlanc

Director

Total calculated

$0

Hours/week

1
David O'Shaughnessy

Director

Total calculated

$0

Hours/week

1
Reena Bhatt

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. 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)

Schedule J, Part I, Line 3: Jennifer Conley was the Chief Advancement Officer, Department of University Advancement, Carleton University and served as President of the Carleton University Foundation (US) during the period January 1 to December 31, 2023. Her compensation was paid by Carleton University and was established as per a written employment contract.

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.

Carleton University

Educational Institution · CA

Provenance

Return type: form_990
Tax year: 2023
Filed: 10 April 2024
IRS schema version: 2023v5.0
Source object: 202401299349300520

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