2024-11-15T08:05:28-06:00 2024-06-30 231311005 BOYER & RITTER LLC 1 EAST HIGH STREET CARLISLE PA 17013 990 2023-07-01 236684378 UNITED WAY ENDOWMENT FUND OF CARLISLE PENNSYLVANIA UNIT 7172434805 145 SOUTH HANOVER STREET CARLISLE PA 170130495 ADAM HOLLINGER CORPORATE TRUSTEE 7172434805 2024-11-07 1 0 CHARLES R NEBEL JR CPA P00143823 7172493414 2023 2024-10-15 13:58:12Z ADAM HOLLINGER 4050 CRUMS MILL RD SUITE 301 HARRISBURG PA 17112 1736287 0 X WWW.UWCARLISLE.ORG X 1981 PA TO SUPPORT THE UNITED WAY OF CARLISLE AND CUMBERLAND COUNTY PROGRAMS. 8 8 0 0 0 0 15000 33195 0 0 80962 67738 0 0 95962 100933 126137 136046 0 0 0 0 0 0 0 21625 22728 147762 158774 -51800 -57841 3104040 3353133 0 0 3104040 3353133 ESTABLISHED TO SUPPORT THE UNITED WAY OF CARLISLE AND CUMBERLAND COUNTY 0 0 136046 136046 SUPPORT THE UNITED WAY OF CARLISLE PROGRAMS. 136046 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 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 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 PA X X BRENDA KAUFMAN 7172434805 145 SOUTH HANOVER STREET CARLISLE PA 17013 X IVO OTTO COMMITTEE MEMBER 1.00 X 0 0 0 DAVID METZ COMMITTEE MEMBER 1.00 X 0 0 0 GERALD PIPER COMMITTEE MEMBER 1.00 X 0 0 0 JANE BURKE COMMITTEE MEMBER 1.00 X 0 0 0 MELISSA KELSO COMMITTEE MEMBER 1.00 X 0 0 0 WILLIAM KEEN COMMITTEE MEMBER 1.00 X 0 0 0 ADAM HOLLINGER CORPORATE TRUSTEE 1.00 X 0 0 0 SCOTT EHRIG CORPORATE TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 33195 33195 118219 118219 1584873 1635354 -50481 -50481 -50481 100933 0 0 67738 136046 136046 22728 22728 158774 136046 22728 0 365115 295819 2738925 3057314 3104040 3353133 0 0 X 2832571 3035980 271469 317153 3104040 3353133 3104040 3353133 -57841 306934 0 X 0 1 X 0 0 X X 1 UNITED WAY OF CARLISLE 231552261 10 1 136046 0 1 136046 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 X 1 0 SCH A PAGE 5, PART IV, SECTION E, LINE 2A FUNDS DISTRIBUTED TO THE UNITED WAY OF CARLISLE AND CUMBERLAND COUNTY WERE USED TO SUPPORT THE PROGRAMS ADMINISTERED BY THE ORGANIZATION. SCH A PAGE 5, PART IV, SECTION D, LINE 3 THE ENDOWMENT FUND HAS A HISTORIC AND CONTINUING RELATIONSHIP WITH THE UNITED WAY OF CARLISLE AND CUMBERLAND COUNTY. THE SUPPORTED ORGANIZATION, UNITED WAY OF CARLISLE AND CUMBERLAND COUNTY, HAS AN ENDOWMENT INVESTMENT COMMITTEE WHICH SERVES AS THE GOVERNING BODY OF THE UNITED WAY ENDOWMENT FUND OF CARLISLE. THEREFORE THE NATURE OF THIS OVERSIGHT AND GOVERNANCE MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X PART X, LINE 2: MANAGEMENT HAS ASSESSED THE ORGANIZATION'S EXPOSURE TO INCOME TAXES AT THE ENTITY LEVEL AS A RESULT OF UNCERTAIN TAX POSITIONS TAKEN IN CURRENT AND PREVIOUSLY FILED TAX RETURNS. EXAMPLES OF TAX POSITIONS TAKEN AT THE ENTITY LEVEL INCLUDE THE CONTINUING VALIDITY OF ITS EXEMPT ORGANIZATION STATUS, POTENTIAL FILING REQUIREMENT FOR UNRELATED BUSINESS INCOME AND OTHER TAX POSITIONS THAT COULD RESULT IN INCOME TAX LIABILITIES TO THE ORGANIZATION UPON EXAMINATION BY TAXING AUTHORITIES PRESENTLY, MANAGEMENT BELIEVES THAT IT IS MORE LIKELY THAN NOT ITS TAX POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING ANY APPEALS AND LITIGATION, SUCH THAT THE ORGANIZATION HAS NO EXPOSURE TO INCOME TAX LIABILITIES FROM UNCERTAIN TAX POSITIONS. 1 UNITED WAY OF CARLISLE AND CUMBERLAND COUNTY 145 SOUTH HANOVER STREET CARLISLE PA 17013 231552261 501(C)3 0 136046 FMV TO SUPPORT THE UNITED WAY OF CARLISLE 1 0 PART I, LINE 2: GRANTS ONLY MADE TO SUPPORTED ORGANIZATION, UNITED WAY OF CARLISLE AND CUMBERLAND COUNTY, AND GOVERNING BODY OF ENDOWMENT FUND IS COMPRISED OF THE INVESTMENT COMMITTEE OF THE SUPPORTED ORGANIZATION, WHICH OVERSEES THE UTILIZATION OF THE FUNDS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE ENDOWMENT COMMITTEE PRIOR TO BEING FILED. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST TO THE BOARD OF DIRECTORS UNITED WAY OF CARLISLE & CUMBERLAND COUNTY 145 SOUTH HANOVER STREET CARLISLE PA 170130495 231552261 FEDERATED CAMPAIGN AND GRANTS CARLISLE AND CUMBERLAND COUNTY PA 501(C)(3) LINE 7 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 UNITED WAY OF CARLISLE & CUMBERLAND COUNTY B 136046 BOARD DETERMINED