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← UNITED WAY OF CHAVES COUNTY FOUNDATION INC

Form 990 for tax year 2024

Filed by UNITED WAY OF CHAVES COUNTY FOUNDATION INC.

Totals

Total revenue
$610,684
Total expenses
$59,102
Contributions and grants received
$0
Grants paid
$45,000
Program service revenue
$0
Investment income
$610,509
Other revenue
$175
Total assets, end of year
$3,950,624
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$3,950,624
Program services expenses (Part IX)
$45,000
Management and general expenses
$14,102
Fundraising expenses
$0
Program service expenses (Part III)
$45,000

Program services were 76.1% 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.

  • 3 · Investment income

    total $93,605 · excluded $93,605

  • 7a · Gross sales of assets other than inventory

    securities $1,703,655 · other assets $56,093

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

    securities $1,242,844

  • 7c · Gain or loss

    securities $460,811 · other assets $56,093

  • 7d · Net gain or loss

    total $516,904 · related or exempt $309,438 · excluded $207,466

  • 11a · Other revenue: OTHER INCOME

    total $180 · related or exempt $180

  • 11b · Other revenue: FROM K-1

    total -$5 · related or exempt -$5

  • 11e · Other revenue, total

    $175

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $45,000 · program services $45,000

  • 11c · Fees: accounting

    total $1,198 · management and general $1,198

  • 11f · Fees: investment management

    total $9,048 · management and general $9,048

  • 11g · Fees: other

    total $42 · management and general $42

  • 20 · Interest

    total $2,780 · management and general $2,780

  • 23 · Insurance

    total $269 · management and general $269

  • 24a · Other expenses: FOREIGN TAXES

    total $765 · management and general $765

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $167,141 · end of year $140,760

  • 12 · Investments: other securities

    beginning of year $3,427,534 · end of year $3,800,207

  • 15 · Other assets

    beginning of year $9,657 · end of year $9,657

  • 31 · Retained earnings, endowment or other funds

    beginning of year $3,604,332 · end of year $3,950,624

Mission and programs · 2024

Mission

TO CREATE, MAINTAIN AND ADMINISTER AN ENDOWMENT FUND FOR THE BENEFIT OF THE UNITED WAY OF CHAVES COUNTY AND ITS AGENCIES TO BE USED FOR CHARITABLE PURPOSES, AND TO PROMOTE GENERALLY THE GROWTH, WELFARE AND MAINTENANCE OF THE UNITED WAY.

  • INTEREST AND DIVIDENDS OF THE FOUNDATION ARE ALLOCATED TO UNITED WAY OF CHAVES COUNTY BASED ON THEIR NEED.

    Expenses $45,000 · Grants $45,000

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Doug Austin

    DIRECTOR

    Total calculated
    $0

  • Pam Boyd

    PRESIDENT

    Total calculated
    $0

  • Teresa Casarez

    VICE PRESIDE

    Total calculated
    $0

  • Karen Rogers Melton

    SECRETARY/TR

    Total calculated
    $0

  • Tim Oracion

    DIRECTOR

    Total calculated
    $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
2024
Filed
17 November 2025
IRS schema version
2024v5.0
Source object
202533219349319913

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