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← UNITED WAY ENDOWMENT FUND OF CARLISLE PENNSYLVANIA

Form 990 for tax year 2023

Filed by UNITED WAY ENDOWMENT FUND OF CARLISLE PENNSYLVANIA.

Totals

Total revenue
$100,933
Total expenses
$158,774
Contributions and grants received
$33,195
Grants paid
$136,046
Program service revenue
$0
Investment income
$67,738
Other revenue
$0
Total assets, end of year
$3,353,133
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$3,353,133
Program services expenses (Part IX)
$136,046
Management and general expenses
$22,728
Fundraising expenses
$0
Program service expenses (Part III)
$136,046

Program services were 85.7% 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

    $33,195

  • 3 · Investment income

    total $118,219 · excluded $118,219

  • 7a · Gross sales of assets other than inventory

    securities $1,584,873

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

    securities $1,635,354

  • 7c · Gain or loss

    securities -$50,481

  • 7d · Net gain or loss

    total -$50,481 · excluded -$50,481

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $136,046 · program services $136,046

  • 11f · Fees: investment management

    total $22,728 · management and general $22,728

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $365,115 · end of year $295,819

  • 11 · Investments: publicly traded securities

    beginning of year $2,738,925 · end of year $3,057,314

  • 27 · Net assets without donor restrictions

    beginning of year $2,832,571 · end of year $3,035,980

  • 28 · Net assets with donor restrictions

    beginning of year $271,469 · end of year $317,153

Mission and programs · 2023

Mission

ESTABLISHED TO SUPPORT THE UNITED WAY OF CARLISLE AND CUMBERLAND COUNTY

Activities or mission (Part I)

TO SUPPORT THE UNITED WAY OF CARLISLE AND CUMBERLAND COUNTY PROGRAMS.

  • SUPPORT THE UNITED WAY OF CARLISLE PROGRAMS.

    Expenses $136,046 · Grants $136,046

As filed on the 2023 return.

Listed in Part VII

  • IVO OTTO

    COMMITTEE MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DAVID METZ

    COMMITTEE MEMBER

    Total calculated
    $0
    Hours/week
    1

  • GERALD PIPER

    COMMITTEE MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JANE BURKE

    COMMITTEE MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MELISSA KELSO

    COMMITTEE MEMBER

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM KEEN

    COMMITTEE MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ADAM HOLLINGER

    CORPORATE TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SCOTT EHRIG

    CORPORATE TRUSTEE

    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

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.

Provenance

Return type
form_990
Tax year
2023
Filed
7 November 2024
IRS schema version
2023v5.1
Source object
202403209349302885

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