Form 990 for tax year 2022

Filed by CARLETON UNIVERSITY FOUNDATION U S.

Totals

Total revenue: $44,600
Total expenses: $44,800
Contributions and grants received: $44,600
Grants paid: $44,600
Program service revenue: $0
Investment income: $0
Other revenue: $0
Total assets, end of year: $652
Total liabilities, end of year: $0
Net assets or fund balances, end of year: $652
Program services expenses (Part IX): $44,800
Management and general expenses: $0
Fundraising expenses: $0
Program service expenses (Part III): $44,800

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

$44,600
1g · Noncash contributions included above

$0
6c · Rental income or loss

real property $0 · personal property $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.

1 · Grants to domestic organizations and governments

total $0 · program services $0
2 · Grants to domestic individuals

total $0 · program services $0
3 · Grants to foreign organizations and individuals

total $44,600 · program services $44,600
4 · Benefits paid to or for members

total $0 · program services $0
5 · Compensation of officers, directors and key employees

total $0 · program services $0
6 · Compensation of disqualified persons

total $0 · program services $0
7 · Other salaries and wages

total $0 · program services $0
24a · Other expenses: Bank fees

total $200 · program services $200 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $852 · end of year $652
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 $852 · end of year $652

Mission and programs · 2022

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 $44,800 · Revenue $44,600

As filed on the 2022 return.

Listed in Part VII

Jennifer Conley

President

Total calculated

$188,452

From this org

$0

From related orgs

$165,089

Other

$23,363

Hours/week

1 + 34 related

Schedule J breakdown matched by us

Base

$0 + $165,089 related

Bonus

$0

Other

$0

Deferred

$0 + $14,126 related

Nontaxable benefits

$0 + $9,237 related

Filer's total

$0 + $188,452 related
Melissa Forrest

Secretary and Treasurer

Total calculated

$82,000

From this org

$0

From related orgs

$71,225

Other

$10,775

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 is the Chief Advancement Officer, Department of University Advancement, Carleton University and serves as President of the Carleton University Foundation (US). Her compensation is paid by Carleton University and is 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: 2022
Filed: 27 April 2023
IRS schema version: 2022v5.0
Source object: 202321259349302157

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