2024-03-14T16:20:56-04:00 2023-06-30 561138530 BUTLER BURKE LLP 100 CLUB OAKS COURT SUITE A WINSTONSALEM NC 27104 990 2022-07-01 202649556 UNITED WAY OF FORSYTH COUNTY FOUNDATION UNIT 3367233601 301 NORTH MAIN STREET STE 1700 WINSTONSALEM NC 27101 ANTONIA MONK RICHBURG BEG 1022 PRESIDENT & CEO 3367233601 2024-03-14 true ANTONIA MONK RICHBURG 999009999 false JANE R POTTER P01057495 3367682310 2024-03-14 2022 2023-04-26 12:10:37Z ANTONIA MONK RICHBURG 301 NORTH MAIN ST STE 1700 WINSTONSALEM NC 27101 273672 false X WWW.FORSYTHUNITEDWAY.ORG X 2004 NC TO PROVIDE FUNDING TO AREAS OF NEED THAT HAVE BEEN IDENTIFIED BY THE UNITED WAY OF FORSYTH COUNTY. 11 10 0 10 0 177578 100000 0 183678 173672 0 361256 273672 427592 0 150415 240871 0 0 18441 48982 168856 717445 192400 -443773 11897129 11622634 6156 8618 11890973 11614016 X THE UNITED WAY OF FORSYTH COUNTY FOUNDATION ("FOUNDATION") WAS FORMED FOR THE PURPOSES OF PROVIDING A RESOURCE FOR FUNDS FOR AREAS OF NEED WITHIN THE COMMUNITY THAT HAVE BEEN IDENTIFIED BY UNITED WAY AND OTHER CHARITABLE ORGANIZATIONS AS AREAS OF HIGH PRIORITY. THE FOUNDATION WILL ALSO CARRY OUT FUNDRAISING ACTIVITIES WITH AN EMPHASIS ON BEQUESTS AND PLANNED GIVING. false false 427592 427592 TO PROVIDE A RESOURCE FOR FUNDS FOR AREAS OF NEED WITHIN THE COMMUNITY THAT HAVE BEEN IDENTIFIED BY UNITED WAY AND OTHER CHARITABLE ORGANIZATIONS AS AREAS OF HIGH PRIORITY. 427592 true true false false false false false false false false false true false true false true false true false false false false false false false false false true false true false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false false false false false X 11 10 false false false false false false false true false false false false true true true false false false false false NC X BILL STONE 3367219343 301 NORTH MAIN STREET STE 1700 WINSTONSALEM NC 27101 CINDY GORDINEER END 1222 PRESIDENT AN 1.00 50.00 X X 0 231438 23279 CATHY COLES EXECUTIVE DI 1.00 40.00 X 0 68860 12369 ANTONIA MONK RICHBURG BEG 1022 PRESIDENT & 1.00 50.00 X X 0 43820 2255 RICH KESHIAN BOARD MEMBER 1.00 X 0 0 0 MIKE BAUGHAN BOARD MEMBER 1.00 X 0 0 0 NADINE HALL BOARD MEMBER 1.00 X 0 0 0 MARK JOHNSON BOARD MEMBER 1.00 X 0 0 0 JEFF LAWYER BOARD MEMBER 1.00 X 0 0 0 HOWARD UPCHURCH BOARD MEMBER 1.00 X 0 0 0 KEITH VAUGHAN BOARD MEMBER 1.00 X 0 0 0 MIKE WELLS BOARD MEMBER 1.00 X 0 0 0 ELMS ALLEN BOARD CHAIR 1.00 X X 0 0 0 DAVID WHARTON TREASURER 1.00 X X 0 0 0 344118 37903 false true false 100000 100000 173672 173672 273672 173672 427592 427592 81638 81638 126230 126230 5017 5017 13778 13778 14208 14208 1520 1520 25147 25147 9106 9106 2452 2452 6633 6633 3226 3226 SUPPLIES 892 892 DUES AND SUBSCRIPTIONS 6 6 717445 427592 289853 0 119732 119744 608770 318662 653000 461000 3188898 3545485 7326729 7177743 11897129 11622634 6156 8618 6156 8618 X 11890973 11614016 11890973 11614016 11897129 11622634 -443773 166816 X false true X true false X X X 1 UNITED WAY OF FORSYTH COUNTY 237357234 7 true 30000 0 1 30000 0 true false false false false false false false false false false false false false false true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED INVESCO EXCHANGE- BULLETSHARES 708990 F BOSTON PARTNERS ALL-CAP VALUE FUND 455097 F NEW WORLD FUND CLASS F3 365107 F VANGUARD PRIMECAP CORE FUND 325078 F JP MORGAN UNDISCOVERED MANAGERS BEH 257567 F POLLEN GROWTH FUND INSTITUTIONAL CLS 243483 F FIRST EAGLE GLOBAL FUND CLASS I 213140 F FIRST EAGLE GLOBAL FUND CLASS 209834 F ALGER SMALL CAP GROWTH FUND CLASS Z 170828 F VANGUARD TOTAL INTERNATIONAL STOCK I 154443 F ALGER SMALL CAP FOCUS FUND 149316 F GOVERNMENT BONDS 119968 F VANGUARD DIVIDEND GROWTH FUND 78522 F CBRE GLOBAL REAL ESTATE INCOME FD CO 53754 F UNDISCOVERED MANAGERS BEHAVIORAL 40358 F 3545485 DUE FROM UNITED WAY 7177743 7177743 X SCHEDULE D, PAGE 3, PART X UNITED WAY FOUNDATION IS A NOT-FOR-PROFIT ORGANIZATION AND IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, INCOME TAX EXPENSE IS LIMITED TO ACTIVITIES THAT ARE DEEMED BY THE INTERNAL REVENUE SERVICE TO BE UNRELATED TO THEIR EXEMPT PURPOSES. UNITED WAY FOUNDATION'S PRIMARY TAX POSITION RELATES TO THEIR STATUS AS NOT-FOR-PROFIT ENTITY EXEMPT FROM INCOME TAXES AND CLASSIFICATION OF ACTIVITIES RELATED TO ITS EXEMPT PURPOSES. IT IS THE OPINION OF MANAGEMENT THAT UNITED WAY FOUNDATION HAS NO UNCERTAIN TAX POSITIONS THAT WOULD BE SUBJECT TO CHANGE UPON EXAMINATION. UNITED WAY FOUNDATION IS REQUIRED TO FILE A FEDERAL EXEMPT ORGANIZATION TAX RETURN (FORM 990) ANNUALLY TO RETAIN THE EXEMPT STATUS. UNITED WAY FOUNDATION IS ALSO REQUIRED TO FILE AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990T) FOR ANY YEAR GROSS UNRELATED BUSINESS INCOME EXCEEDS 1,000. UNITED WAY FOUNDATION'S FORM 990 FILINGS ARE GENERALLY SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR THREE YEARS AFTER THEY ARE FILED. true IMPRINTS 502 NORTH BROAD STREET WINSTONSALEM NC 27101 560949178 501C3 140500 GENERAL SUPPORT LEGAL AID SOCIETY OF NORTHWEST NC 216 WEST FOURTH STREET WINSTONSALEM NC 27101 591774692 501C3 48750 GENERAL SUPPORT YWCA 1300 S MAIN STREET WINSTONSALEM NC 27127 560564345 501C3 200000 GENERAL SUPPORT UNITED WAY OF FORSYTH COUNTY 301 NORTH MAIN ST STE 1700 WINSTONSALEM NC 27101 237357234 501C3 30000 GENERAL SUPPORT 4 SCHEDULE I, PAGE 1, PART I, LINE 2 UNITED WAY OF FORSYTH COUNTY FOUNDATION ANNUALLY REVIEWS THE ALLOCATIONS MADE AND THE RELATED PROGRAMMATIC RESULTS. INDIVIDUAL AGENCIES ARE REVIEWED ADMINISTRATIVELY BI-ANNUALLY. false false false false false false false false false CINDY GORDINEER END 1222 PRESIDENT AND CEO 231438 20829 2450 254717 FORM 990 - ORGANIZATION'S MISSION THE UNITED WAY OF FORSYTH COUNTY FOUNDATION ("FOUNDATION") WAS FORMED FOR THE PURPOSES OF PROVIDING A RESOURCE FOR FUNDS FOR AREAS OF NEED WITHIN THE COMMUNITY THAT HAVE BEEN IDENTIFIED BY UNITED WAY AND OTHER CHARITABLE ORGANIZATIONS AS AREAS OF HIGH PRIORITY. THE FOUNDATION WILL ALSO CARRY OUT FUNDRAISING ACTIVITIES WITH AN EMPHASIS ON BEQUESTS AND PLANNED GIVING. FORM 990, PAGE 6, PART VI, LINE 8B THE FOUNDATION DOES NOT HAVE A COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PAGE 6, PART VI, LINE 11B THE CFO AND THE PRESIDENT AND CEO OF THE UNITED WAY OF FORSYTH COUNTY REVIEW THE RETURN PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 12C THE UNITED WAY OF FORSYTH COUNTY FOUNDATION ("FOUNDATION") FOLLOWS THE UNITED WAY OF FORSYTH COUNTY, INC'S CONFLICT OF INTEREST POLICY SINCE THESE ORGANIZATIONS ARE RELATED. ANNUALLY, THE FOUNDATION DISTRIBUTES ITS COMPREHENSIVE CODE OF ETHICS TO THE BOARD OF THE ORGANIZATION. THIS CODE OF ETHICS IS AN IMPORTANT WAY FOR US TO REAFFIRM OUR ETHICAL COMMITMENTS. THE CODE SETS FORTH THE PRINCIPLES AND STANDARDS THAT GUIDE OUR DECISIONS AND ACTIONS. GUIDANCE AND CLARIFICATION ARE ENCOURAGED WHEN QUESTIONS ARISE ABOUT APPLYING THE PRINCIPLES AND STANDARDS. AFTER THE CODE HAS BEEN REVIEWED, A "CERTIFICATION FORM" IS SIGNED, INDICATING ANY ACTUAL OR PERCEIVED CONFLICTS. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. UNITED WAY OF FORSYTH COUNTY INC 301 NORTH MAIN STREET SUITE 1700 WINSTONSALEM NC 27101 237357234 COMMUNITY NC 501C3 7 NA false false false false false false false false false false false false false false true true true false false false