2025-05-06T14:11:22-05:00 2024-06-30 311119890 Barnes Dennig & Co LTD 150 East Fourth Street Cincinnati OH 45202 990 2024-01-01 311064812 United Way of Greater Cincinnati Foundation UNIT 5137627100 2400 Reading Road Cincinnati OH 45202 Teresa Huxel Chief Financial Officer 5137627100 2025-05-02 1 1 Paula Hume P00537516 5132418313 2025-05-02 2024 2025-03-06 01:10:19Z Moira Weir 2400 Reading Road Cincinnati OH 45202 4712173 0 X WWW.UWGC.ORG X 1982 OH The UWGC Foundation provides a flexible vehicle to perpetuate financial support of UWGC, its initiatives, its agencies, and the human services they provide. 14 13 0 13 0 0 1473602 855236 0 0 2024059 392459 0 1966 3497661 1249661 1862600 15435 0 0 0 0 0 0 0 105589 75689 1968189 91124 1529472 1158537 45315851 48115402 1457400 674000 43858451 47441402 The UWGC Foundation provides a flexible vehicle to perpetuate financial support of UWGC, its initiatives, its agencies, and the human services they provide. 0 0 15435 15435 United Way of Greater Cincinnati Foundation has the authority to raise funds to carry out its exempt purpose. These funds may be distributed to other charitable or educational organizations (in compliance with donor restrictions) or used to support the human service work of United Way of Greater Cincinnati. 15435 1 1 0 0 0 1 0 0 0 1 0 1 0 1 0 1 0 1 0 0 1 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 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 KY OH X Moira Weir 5137627100 2400 Reading Road Cincinnati OH 45202 X Jodi Geiser Chair 1.00 1.00 X X 0 0 0 John M Williams Treasurer 1.00 X X 0 0 0 Whitney Maxson Secretary 1.00 X X 0 0 0 Adia Molloy Board Member 1.00 X 0 0 0 Jeanetta Darno Board Member 1.00 X 0 0 0 Josh Diedrichs Board Member 1.00 X 0 0 0 Kip Heekin Board Member 1.00 X 0 0 0 Kristin Fishbaugh Board Member 1.00 X 0 0 0 Lisa O'Brien Board Member 1.00 X 0 0 0 Moira Lyon Board Member 1.00 X 0 0 0 Robie Suggs Board Member 1.00 X 0 0 0 Bill Montague Board Member 1.00 X 0 0 0 Willie Hill Board Member 1.00 X 0 0 0 Moira Weir President & CEO 1.00 59.00 X X 0 0 0 Randy Bush CFO 1.00 49.00 X 0 0 0 0 0 0 68300 786936 855236 321180 321180 3533791 3462512 71279 71279 71279 Securities Settlement 900099 1966 1966 1966 1249661 0 0 394425 X 15435 15435 26219 26219 47670 47670 1175 1175 Miscellaneous Expenses 625 625 91124 15435 75689 0 1105632 1201845 243935 167874 24726505 26834179 2769505 2876716 16470274 17034788 45315851 48115402 1457400 674000 1457400 674000 X 22917333 25050872 20941118 22390530 43858451 47441402 45315851 48115402 X 1158537 1860090 564324 X X 0 1 X 1 0 X X 1 United Way of Greater Cincinnati 310537502 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 173568 1 1 27708626 782084 2226331 -24924 30741965 24736195 1270150 3591632 1862600 26751 27708626 29556867 1207505 3987141 1997100 37821 24736195 26997925 1011974 3595564 2010775 37821 29556867 23587013 2187372 2916419 1655203 37676 26997925 0.81490 0.01880 0.16630 1 0 0 Alternative Investments 2876716 C 2876716 Beneficial Interest - Charitable Trust 16691990 Cash Surrender Value - Insurance 335352 Charitable Gift Annuities 7446 17034788 X 3579556 1860090 564324 2424414 1155142 26219 68300 94519 1249661 -3395 0 -3395 26219 68300 94519 91124 Part V, Line 4: The endowment funds of the United Way of Greater Cincinnati Foundation are used to fund programs that support the Greater Cincinnati human service community as well as the operating and/or capital budgets for the United Way of Greater Cincinnati. Part X, Line 2: UWGC is exempt from income taxes under Section 501 of the Internal Revenue Code and a similar provision of state law. However, UWGC is subject to federal income tax on any unrelated business taxable income. UWGC files tax returns in the U.S. federal jurisdiction. Part XI, Line 2d - Other Adjustments: Market Adjustment Beneficial Interest 564,324. Part XI, Line 4b - Other Adjustments: Related party contribution 68,300. Part XII, Line 4b - Other Adjustments: Related party contribution 68,300. Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, 0 0 Investments 2642067 0 0 0 0 0 0 2642067 0 2642067 0 0 1 0 0 0 1 Butler County United Way 323 North Third Street Hamilton OH 45011 310734490 501(C)(3) 15435 0 Donor Designated General 1 0 Part I, Line 2: United Way of Greater Cincinnati (UWGC) administers three memorial trust funds, on behalf of UWGC Foundation, to be used for specific services as designated by the donor. UWGC agencies and community partners or local organizations whose primary missions address the goals of the trusts are invited to apply for funding for a project designated to have impact on the goals of the trusts. Letters are sent to current UWGC partners and past memorial trust fund grant recipients in the fall of each year announcing the application process. Submitted applications are reviewed by UWGC staff using a defined set of criteria. Grants are awarded on an annual basis. Funding is contingent upon the organization's operation and delivery of the funded services in an acceptable manner and continued compliance with UWGC reporting, other requirements and with applicable laws and regulations. To fulfill accountability to the trusts and as a condition of UWGC funding, organizations accepted for funding are required to submit a summary of activities, outcomes and expenditures no later than 2 months following the completion of the project and/or close of the grant period. Organizations are responsible for implementing and managing a useful, feasible and accurate outcomes measurement system for measuring and reporting client results. Form 990, Part VI, Section B, line 11b The 2024 Form 990 was reviewed by the Director of Finance & Accounting and the Chief Financial Officer (CFO), the finance audit and compliance committee. The Form 990 was provided to the board for their review prior to filing through an email. Questions or comments from the board members regarding the Form 990 were directed to the CFO. Form 990, Part VI, Section B, line 12c UWGC Foundation officers and directors are required to acknowledge that they have received and read the UWGC Code of Ethics (Code) and its requirements and that they are responsible for adhering to the principles and standards of the Code. They confirm that they have conducted themselves in accord with the principles and standards of the Code. Members of the Board, Cabinets and some committees and UWGC staff are requested to annually file with the Chief Financial Officer (CFO), who functions as the ethics officer, a disclosure of all known potential conflicts of interest. The CFO reviews these disclosures, notes any potential conflicts, requests additional information and/or discusses the potential conflict with the individual, if necessary. If a conflict (or a potential conflict) arises in any matter before the Board, and if they are Board members, or any Committee upon which they serve, staff/volunteers should disclose this and refrain from voting in connection with such matter. Such known conflicts would include board membership/officer position on UWGC funded agencies or other funded programs/collaborations. Form 990, Part VI, Section B, line 15 United Way of Greater Cincinnati Foundation has no paid staff. United Way of Greater Cincinnati, a related tax-exempt organization, uses the process described in schedule J, Part III to determine the compensation of United Way of Greater Cincinnati's President/CEO and Chief Financial Officer. Form 990, Part VI, Section C, line 19 UWGC Foundation makes its most recently audited financial statements, IRS form 990, governing documents, and conflict of interest policy available to the public upon request. Form 990, Part IX, line 11g Professional Fees: Program service expenses 0. Management and general expenses 47,670. Fundraising expenses 0. Total expenses 47,670. Form 990, Part XI, line 9: Market Adjustment Beneficial Interest 564,324. Form 990, Part XII, Line 2c: The finance committee is responsible for the oversight of the audit. This process has not changed in the current year. United Way of Greater Cincinnati 2400 Reading Road Cincinnati OH 45202 310537502 Human Service OH 501(C)(3) 7 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 United Way of Greater Cincinnati C 68300 Book Value