Form 990 for tax year 2023
Filed by UNITED WAY OF CHAVES COUNTY FOUNDATION INC.
Totals
- Total revenue
- $121,374
- Total expenses
- $11,741
- Contributions and grants received
- $12,500
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $108,798
- Other revenue
- $76
- Total assets, end of year
- $3,604,332
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $3,604,332
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $11,741
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Program services were 0.0% 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
$12,500
-
3 · Investment income
total $85,181 · excluded $85,181
-
7a · Gross sales of assets other than inventory
securities $542,817 · other assets $32,287
-
7b · Less cost or other basis and sales expenses
securities $551,487
-
7c · Gain or loss
securities -$8,670 · other assets $32,287
-
7d · Net gain or loss
total $23,617 · related or exempt -$6,023 · excluded $29,640
-
11a · Other revenue: OTHER INCOME
total $76 · related or exempt $76
-
11e · Other revenue, total
$76
Functional expenses
Part IX, the statement of functional expenses.
-
11c · Fees: accounting
total $1,022 · management and general $1,022
-
11f · Fees: investment management
total $8,789 · management and general $8,789
-
20 · Interest
total $1,121 · management and general $1,121
-
23 · Insurance
total $269 · management and general $269
-
24a · Other expenses: FOREIGN TAXES
total $540 · management and general $540
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $138,076 · end of year $167,141
-
12 · Investments: other securities
beginning of year $3,116,008 · end of year $3,427,534
-
15 · Other assets
beginning of year $9,657 · end of year $9,657
-
31 · Retained earnings, endowment or other funds
beginning of year $3,263,741 · end of year $3,604,332
Mission and programs · 2023
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. NO REQUEST FOR FUNDING BY UNITED WAY FOR 2023.
As filed on the 2023 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
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 13 November 2024
- IRS schema version
- 2023v5.0
- Source object
- 202443189349310679
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