2023-09-20T18:33:14-05:00 2022-12-31 440160260 DIXON HUGHES GOODMAN LLP 500 RIDGEFIELD COURT ASHEVILLE NC 28806 990 2022-01-01 570949482 MEALS ON WHEELS OF GREENVILLE ENDOWMENT FUND INC MEAL 8642336565 15 OREGON ST GREENVILLE SC 29605 CATRIONA CARLISLE EXECUTIVE DIRECTOR 8642336565 2023-09-20 1 CATRIONA CARLISLE 999009999 1 AMY BIBBY P00445891 8282542254 2023-09-20 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CATRIONA CARLISLE 15 OREGON ST GREENVILLE SC 29605 2059009 0 X WWW.MEALSONWHEELSGREENVILLE.ORG X 1992 SC SEE ORGANIZATION'S MISSION STATEMENT. 4 4 0 4 0 0 1401855 1140 0 0 2237843 151932 0 0 3639698 153072 325132 402435 0 0 0 0 0 0 0 49042 51289 374174 453724 3265524 -300652 12410885 10239534 0 0 12410885 10239534 TO SET ASIDE FUNDS FOR THE FUTURE GROWTH AND SUPPORT OF MEALS ON WHEELS OF GREENVILLE, INC (AN AFFILIATED ORGANIZATION). 0 0 402435 402435 THE ORGANIZATION WAS ABLE TO PROVIDE $402,435 IN ASSISTANCE TO MEALS ON WHEELS OF GREENVILLE, INC. - TOTAL PROGRAM SERVICE EXPENSES OF THE ORGANIZATION FOR THE YEAR WERE $402,435. 402435 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 SC X X CATRIONA CARLISLE 8642336565 15 OREGON STREET GREENVILLE SC 29605 PHILIP MARTIN CHAIR 2.00 X X 0 0 0 WILL KIBLER BOARD MEMBER 2.00 X 0 0 0 TOMMY FLYNN BOARD MEMBER 2.00 X 0 0 0 THOMAS SIMMONS BOARD MEMBER 2.00 X 0 0 0 CATRIONA CARLISLE EXECUTIVE DIRECTOR 2.00 40.00 X 0 106371 12625 0 106371 12625 0 0 0 0 0 1140 1140 281827 281827 1776042 1905937 -129895 -129895 -129895 153072 0 0 151932 402435 402435 51 51 12675 12675 38563 38563 453724 402435 51289 0 68256 42794 12342629 10196740 12410885 10239534 0 0 X 11626595 9454104 784290 785430 12410885 10239534 12410885 10239534 -300652 -1870699 0 X X 0 1 X 1 0 X X 1 MEALS ON WHEELS OF GREENVILLE INC 570531378 7 1 402435 0 1 402435 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART IV, SECTION C, LINE 1 THE ENDOWMENT FUND AND ITS SUPPORTED ORGANIZATION, MEALS ON WHEELS OF GREENVILLE, SHARE THE SAME EXECUTIVE DIRECTOR. THE ENDOWMENT FUND ALSO HAS TWO BOARD MEMBERS THAT MUST BE BOARD MEMBERS FROM ITS SUPPORTED ORGANIZATION. TOGETHER THESE INDIVIDUALS PROVIDE COMMON CONTROL AND SUPERVISION. DURING THE 2022 FILING PERIOD, THERE WAS NOT A TWO MEMBER BOARD OVERLAP DUE TO BOARD ROTATIONS DURING THE YEAR. 12410885 1140 -1718767 402435 51289 10239534 10328533 1401855 1054671 325132 49042 12410885 8850121 502500 1341709 324382 41415 10328533 7639544 125000 1535178 409753 39848 8850121 8499044 -433595 386546 39359 7639544 0.92330 0.07670 0 0 0 X -1756190 -1870699 -1870699 114509 38563 38563 153072 415161 0 415161 38563 38563 453724 PART V, LINE 4: MEALS ON WHEELS OF GREENVILLE ENDOWMENT FUND, INC. WAS ESTABLISHED TO SUPPORT THE LONG TERM FINANCIAL STABILITY OF MEALS ON WHEELS OF GREENVILLE, INC. PART X, LINE 2: THE ENDOWMENT HAS OBTAINED NONPROFIT STATUS UNDER INTERNAL REVENUE CODE SECTION 501(C)(3), AND AS SUCH, IS NOT REQUIRED TO FILE INCOME TAX RETURNS. ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OF LIABILITY FOR FEDERAL AND STATE INCOME TAXES. THE ENDOWMENT HAS DETERMINED THAT THERE ARE NO MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF DECEMBER 31, 2022 OR 2021. 1 MEALS ON WHEELS OF GREENVILLE INC 15 OREGON STREET GREENVILLE SC 29605 570531378 501(C)(3) 402435 0 GENERAL SUPPORT 1 PART I, LINE 2: THE ENDOWMENT WAS ESTABLISHED AS A SUPPORTING ORGANIZATION FOR MEALS ON WHEELS OF GREENVILLE. THE ENDOWMENT MAKES DISTRIBUTIONS TO MEALS ON WHEELS OF GREENVILLE AS NEEDED AND DIRECTED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES AND THEN PRESENTED TO THE BOARD OF MEALS ON WHEELS OF GREENVILLE, INC FOR FINAL APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C ALL TRUSTEES FILL OUT COMPLIANCE FORMS ANNUALLY. AS PART OF THE CONFLICT OF INTEREST POLICY, BOARD MEMBERS ARE REQUIRED TO IDENTIFY POTENTIAL CONFLICTS AND RECUSE THEMSELVES FROM DISCUSSIONS IF NECESSARY. FORM 990, PART VI, SECTION B, LINE 15 NO COMPENSATION PAID DIRECTLY BY ENDOWMENT FUND-OFFICER PAID THROUGH MEALS ON WHEELS OF GREENVILLE, SUBJECT TO THESE PROCEDURES. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE UPON REQUEST. ADDITIONALLY, RECENT FILINGS OF THE FORM CAN BE FOUND ON GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AS WELL AS FILED WITH THE SECRETARY OF STATE OF SOUTH CAROLINA AND CHARITY NAVIGATOR. SCHEDULE O THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR MEALS ON WHEELS OF GREENVILLE INC 15 OREGON STREET GREENVILLE SC 29605 570531378 PROVISION OF MEALS SC 501(C)(3) LINE 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0