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Nonprofiteer
← SAFY FOUNDATION INC

Form 990 for tax year 2023

Filed by SAFY FOUNDATION INC.

Totals

Total revenue
$427,280
Total expenses
$158,784
Contributions and grants received
$2,597
Grants paid
$77,002
Program service revenue
$0
Investment income
$424,683
Other revenue
$0
Total assets, end of year
$14,923,131
Total liabilities, end of year
$75,606
Net assets or fund balances, end of year
$14,847,525
Program services expenses (Part IX)
$77,002
Management and general expenses
$81,782
Fundraising expenses
$0
Program service expenses (Part III)
$77,002

Program services were 48.5% 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

    $2,597

  • 3 · Investment income

    total $403,162 · excluded $403,162

  • 7a · Gross sales of assets other than inventory

    securities $6,702,779

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

    securities $6,681,258

  • 7c · Gain or loss

    securities $21,521

  • 7d · Net gain or loss

    total $21,521 · excluded $21,521

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $77,002 · program services $77,002

  • 11f · Fees: investment management

    total $81,782 · management and general $81,782

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $390,316 · end of year $282,075

  • 11 · Investments: publicly traded securities

    beginning of year $6,219,867 · end of year $7,868,492

  • 12 · Investments: other securities

    beginning of year $6,503,715 · end of year $6,772,564

  • 17 · Accounts payable and accrued expenses

    beginning of year $0 · end of year $75,606

  • 27 · Net assets without donor restrictions

    beginning of year $13,113,898 · end of year $14,847,525

Mission and programs · 2023

Mission

PROVIDE GRANTS & FINANCIAL SUPPORT TO/FOR THE BENEFIT OF ITS SUPPORTED ORGANIZATIONS.

  • GRANTS WERE PROVIDED TO THE SUPPORTED ORGANZIATIONS IN LINE WITH THE FOUNDATION'S MISSION IN ORDER TO PROMOTE AND SUPPORT THE CONTINUED OPERATIONS OF EXISTING PROGRAMS.

    Expenses $77,002 · Grants $77,002

As filed on the 2023 return.

Listed in Part VII

  • JEFFREY CRAWFORD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 1.8 related

  • NATASHA DAVIS

    DIRECTOR (EXIT 7/23)

    Total calculated
    $0
    Hours/week
    0.2 + 1.8 related

  • RAMONA DENBY-BRINSON

    DIRECTOR (EXIT 12/23)

    Total calculated
    $0
    Hours/week
    0.2 + 1.8 related

  • DAN PAPPAS

    DIRECTOR (EXIT 12/23)

    Total calculated
    $0
    Hours/week
    0.2 + 1.8 related

  • ELIZABETH EVENSEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 1.8 related

  • ANTHONY GRAY

    DIRECTOR (ENTER 7/23)

    Total calculated
    $0
    Hours/week
    0.2 + 1.8 related

  • FRANCISCO TORRES

    DIRECTOR (ENTER 3/23)

    Total calculated
    $0
    Hours/week
    0.2 + 1.8 related

  • JAMES POZY

    CHAIR

    Total calculated
    $0
    Hours/week
    0.2 + 1.8 related

  • CHARMAINE BRITTAIN

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    0.2 + 1.8 related

  • WILLIAM MATT

    PRESIDENT & CEO

    Total calculated
    $368,670
    From this org
    $0
    From related orgs
    $322,810
    Other
    $45,860
    Hours/week
    1 + 47.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $304,616 related
    Bonus
    $0 + $18,074 related
    Other
    $0 + $120 related
    Deferred
    $0 + $11,604 related
    Nontaxable benefits
    $0 + $34,256 related
    Filer's total
    $0 + $368,670 related

  • NATHAN LEONHARD

    TREASURER

    Total calculated
    $260,184
    From this org
    $0
    From related orgs
    $219,167
    Other
    $41,017
    Hours/week
    1 + 47.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $206,608 related
    Bonus
    $0 + $12,439 related
    Other
    $0 + $120 related
    Deferred
    $0 + $9,267 related
    Nontaxable benefits
    $0 + $31,750 related
    Filer's total
    $0 + $260,184 related

  • AMANDA DONNELLY

    SECRETARY

    Total calculated
    $140,384
    From this org
    $0
    From related orgs
    $133,839
    Other
    $6,545
    Hours/week
    1 + 47.5 related

  • TONYA BROOKS-THOMAS

    VICE PRESIDENT

    Total calculated
    $174,481
    From this org
    $0
    From related orgs
    $166,385
    Other
    $8,096
    Hours/week
    1 + 47.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $157,299 related
    Bonus
    $0 + $8,966 related
    Other
    $0 + $120 related
    Deferred
    $0 + $6,664 related
    Nontaxable benefits
    $0 + $1,432 related
    Filer's total
    $0 + $174,481 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. 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

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

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.

  • SAFY OF AMERICA INC

    501(C)(3) · MANAGEMENT SERVICES · OH

  • SAFY OF ALABAMA INC

    501(C)(3) · FOSTER CARE · AL · controlled entity

    Directly controlled by SAFY OF AMERICA INC

  • SAFY OF OHIO INC

    501(C)(3) · FOSTER CARE · OH · controlled entity

    Directly controlled by SAFY OF AMERICA INC

  • SAFY OF INDIANA INC

    501(C)(3) · FOSTER CARE · IN · controlled entity

    Directly controlled by SAFY OF AMERICA INC

  • SAFY OF SOUTH CAROLINA INC

    501(C)(3) · FOSTER CARE · SC · controlled entity

    Directly controlled by SAFY OF AMERICA INC

  • SAFY OF KENTUCKY INC

    501(C)(3) · FOSTER CARE · KY · controlled entity

    Directly controlled by SAFY OF AMERICA INC

  • SAFY OF NEVADA INC

    501(C)(3) · FOSTER CARE · NV · controlled entity

    Directly controlled by SAFY OF AMERICA INC

  • SAFY OF COLORADO INC

    501(C)(3) · FOSTER CARE · CO · controlled entity

    Directly controlled by SAFY OF AMERICA INC

  • SAFY HOLDING COMPANY INC

    501(C)(2) · EQUIPMENT LEASING · OH · controlled entity

    Directly controlled by SAFY OF AMERICA INC

Provenance

Return type
form_990
Tax year
2023
Filed
12 November 2024
IRS schema version
2023v5.1
Source object
202403199349311400

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