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← CHARITABLE FOUNDATION USA

Form 990 for tax year 2022

Filed by CHARITABLE FOUNDATION USA.

Totals

Total revenue
$97,618
Total expenses
$167,430
Contributions and grants received
$25,290
Grants paid
$121,058
Program service revenue
$1,403
Investment income
$70,925
Other revenue
$0
Total assets, end of year
$1,974,917
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,974,917
Program services expenses (Part IX)
$130,660
Management and general expenses
$36,770
Fundraising expenses
$0
Program service expenses (Part III)
$130,660

Program services were 78.0% 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.

  • 1f · All other contributions, gifts and grants

    $25,290

  • 2a · Program service revenue: Trusts unrelated

    total $1,403 · unrelated business $1,403

  • 3 · Investment income

    total $41,301 · related or exempt $41,301

  • 7a · Gross sales of assets other than inventory

    securities $278,883 · other assets $2,725

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

    securities $251,984

  • 7c · Gain or loss

    securities $26,899 · other assets $2,725

  • 7d · Net gain or loss

    total $29,624 · related or exempt $29,624

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $121,058 · program services $121,058

  • 5 · Compensation of officers, directors and key employees

    total $33,371 · management and general $33,371

  • 10 · Payroll taxes

    total $2,553 · program services $2,553

  • 11c · Fees: accounting

    total $6,077 · program services $6,077

  • 13 · Office expenses

    total $1,659 · management and general $1,659

  • 14 · Information technology

    total $1,691 · management and general $1,691

  • 20 · Interest

    total $49 · management and general $49

  • 22 · Depreciation, depletion and amortization

    total $162 · program services $162

  • 24e · All other expenses

    total $810 · program services $810

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $13,918 · end of year $66,190

  • 2 · Savings and temporary cash investments

    beginning of year $17,422 · end of year $7,819

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

    $11,894

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

    $11,489

  • 10c · Land, buildings and equipment, net

    beginning of year $567 · end of year $405

  • 11 · Investments: publicly traded securities

    beginning of year $2,472,130 · end of year $1,900,503

  • 28 · Net assets with donor restrictions

    beginning of year $2,504,037 · end of year $1,974,917

Mission and programs · 2022

Mission

To develop/sustain, within scope of IRC Section 501(c)(3), a critical mass of social cohesion by (1) Supporting philanthropy, (2) Sharing gifts/grants with other charities,and (3) Developing/executing educational and other programs that further social cohesion.

  • (2) Sharing gifts/grants by administering six donor advised funds; one endowment; six charitable remainder trusts; and making grants.

    Expenses $130,660 · Grants $121,058 · Revenue $72,129

  • (1) Supporting Philanthropy: Fundraising; Communicate with advisors and donors to secure gifts.

    Revenue $25,290

  • (3) Developing/executing educational and other programs to further social cohesion. Progress was made in researching and writing educational materials and developing support systems with plans of publicly launching the program before 2025.

As filed on the 2022 return.

Listed in Part VII

  • Daniel H Jones Sr

    Director and President

    Total calculated
    $33,371
    From this org
    $33,371
    From related orgs
    $0
    Other
    $0
    Hours/week
    20

  • David Schulze

    Director and Secretary

    Total calculated
    $0
    Hours/week
    0.05

  • Richard M Wise

    Director and Vice President

    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.

Grants on this return

  • Nerinx Hall

    $12,500

  • St Helena Montessori School Inc

    $10,800

  • St Marys Church - Hyde Park

    $10,800

  • Inspire Inc

    $10,800

  • Vocal Arts Ensemble-New

    $9,800

  • St Gerard Majella Catholic Church

    $7,500

  • Chaminade College Prep

    $5,000

  • After the Harvest

    $5,000

  • DeSmet Jesuit High School

    $5,000

  • St George Greek Orthodox Church

    $5,000

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2022
Filed
14 November 2023
IRS schema version
2022v5.0
Source object
202303189349310940

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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