UFCW CHARITY FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- UFCW CHARITY FOUNDATION (EIN 52-1979561)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202413199349307771
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T12:05:23-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 470900880 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIBRE CPA GROUP PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7501 WISCONSIN AVENUE SUITE 1200 | AddressLine1Txt |
| Address Line2 | WEST | AddressLine2Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521979561 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UFCW CHARITY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UFCW | BusinessNameControlTxt |
| Phone | 2022233111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1775 K STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANNY KELLY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2022233111 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIN CRANMER | PreparerPersonNm |
| PTIN | P01712644 | PTIN |
| Phone | 2023319880 | PhoneNum |
| Preparation | 2024-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DANNY KELLY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1775 K STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $70,809,967 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UFCWCHARITYFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1996 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | TO FINANCIALLY ASSIST VARIOUS CHARITABLE ORGANIZATIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,288,609 | PYContributionsGrantsAmt |
| CY Contributions Grants | $69,176,541 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $25,413 | PYInvestmentIncomeAmt |
| CY Investment Income | $33,672 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$2,769 | PYOtherRevenueAmt |
| CY Other Revenue | -$4,314 | CYOtherRevenueAmt |
| PY Total Revenue | $1,311,253 | PYTotalRevenueAmt |
| CY Total Revenue | $69,205,899 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $69,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $62,272,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $959,782 | PYOtherExpensesAmt |
| CY Other Expenses | $7,012,691 | CYOtherExpensesAmt |
| PY Total Expenses | $1,028,782 | PYTotalExpensesAmt |
| CY Total Expenses | $69,284,691 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $282,471 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$78,792 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,710,270 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,798,293 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,594,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $27,663,628 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,116,270 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,134,665 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE FOUNDATION PROVIDES SUPPORT FOR CHARITABLE ENDEAVORS, AND PROVIDES EDUCATIONAL SCHOLARSHIPS FOR UFCW MEMBERS AND THEIR CHILDREN. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $343,000 | ExpenseAmt |
| Grant | $343,000 | GrantAmt |
| Desc | THE UNITED FOOD AND COMMERCIAL WORKERS (UFCW) CHARITY FOUNDATION (THE FOUNDATION) SUPPORTS ORGANIZATIONS WORKING TO END HUNGER IN AMERICA AND ORGANIZATIONS THAT AIM TO RAISE AWARENESS, SUPPORT, AND FUNDING FOR THE FIGHT AGAINST BLOOD CANCERS AND DISEASES. IN ADDITION TO SUPPORTING EXTERNAL CHARITABLE CAUSES, THE FOUNDATION ALSO PROVIDES EDUCATIONAL SCHOLARSHIPS AND EMERGENCY HARDSHIP RELIEF FOR UFCW MEMBERS AND THEIR IMMEDIATE FAMILY MEMBERS. THE FOUNDATION ALSO DONATES TO OTHER CHARITABLE ORGANIZATIONS AS DETERMINED BY ITS BOARD OF DIRECTORS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $68,920,151 | ExpenseAmt |
| Grant | $61,929,000 | GrantAmt |
| Desc | THE FOUNDATION IS A GRANTEE OF THE UNITED STATES DEPARTMENT OF AGRICULTURE FARM AND FOOD WORKERS RELIEF GRANT THAT PROVIDES FOR $600 RELIEF PAYMENTS TO ELIGIBLE FARM AND FOOD WORKERS. THE PURPOSE OF THE PROGRAM IS TO DEFRAY WORKER EXPENSES INCURRED PREPARING FOR, PREVENTING EXPOSURE TO, AND RESPONDING TO THE COVID-19 PANDEMIC. THE FOUNDATION IS ASSISTING WITH THE ADMINISTRATION OF THIS PROGRAM AND DISBURSEMENT OF RELIEF PAYMENTS TO ELIGIBLE PERSONS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $69,263,151 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | Yes (1) | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TREY SALEEBY | PersonNm |
| Phone | 2022233111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1775 K STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (3 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| DANNY KELLY | ||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KEVIN MURPHY | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOSEPH HAYNOS | ||||||
| SECRETARY/RECORDER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $204,571 | FundraisingAmt |
| Government Grants | $68,920,151 | GovernmentGrantsAmt |
| All Other Contributions | $51,819 | AllOtherContributionsAmt |
| Total Contributions | $69,176,541 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $51,598 | TotalRevenueColumnAmt |
| Exclusion | $51,598 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,513,398 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,531,324 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$17,926 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$17,926 | TotalRevenueColumnAmt |
| Exclusion | -$17,926 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $68,430 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $204,571 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $72,744 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$4,314 | TotalRevenueColumnAmt |
| Exclusion | -$4,314 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $69,205,899 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $29,358 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $285,000 | TotalAmt |
| Program Services | $285,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,987,000 | TotalAmt |
| Program Services | $61,987,000 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,083 | TotalAmt |
| Program Services | $21,083 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,458 | TotalAmt |
| Management And General | $4,458 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,994,250 | TotalAmt |
| Program Services | $5,994,250 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $451,541 | TotalAmt |
| Program Services | $451,541 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,082 | TotalAmt |
| Management And General | $17,082 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $524,277 | TotalAmt |
| Program Services | $524,277 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,284,691 | TotalAmt |
| Program Services | $69,263,151 | ProgramServicesAmt |
| Management And General | $21,540 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,861,272 | BOYAmt |
| EOY | $28,822,894 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,193 | BOYAmt |
| EOY | $12,384 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,832,805 | BOYAmt |
| EOY | $1,963,015 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,710,270 | BOYAmt |
| EOY | $30,798,293 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $4,069 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,594,000 | BOYAmt |
| EOY | $27,659,559 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,594,000 | BOYAmt |
| EOY | $27,663,628 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,116,270 | BOYAmt |
| EOY | $3,134,665 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,116,270 | BOYAmt |
| EOY | $3,134,665 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,710,270 | BOYAmt |
| EOY | $30,798,293 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$78,792 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $97,187 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $939,811 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $214,346 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $267,588 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,288,609 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $69,176,543 | CurrentTaxYearAmt |
| Total | $71,886,897 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $238,640 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $215,466 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,012 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $73,175 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $68,430 | CurrentTaxYearAmt |
| Total | $640,723 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,178,451 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $429,812 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $312,600 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,361,784 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $69,244,973 | CurrentTaxYearAmt |
| Total | $72,527,620 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $72,527,620 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $47,967 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $48,775 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,694 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,465 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $51,596 | CurrentTaxYearAmt |
| Total | $217,497 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $47,967 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $48,775 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,694 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,465 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $51,596 | CurrentTaxYearAmt |
| Total | $217,497 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$423 | CurrentTaxYearMinus4YearsAmt |
| Total | -$423 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,225,995 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $478,587 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $347,294 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,396,249 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $69,296,569 | CurrentTaxYearAmt |
| Total | $72,744,694 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99700 | PublicSupportCY509Pct |
| Public Support PY509 | 0.94900 | PublicSupportPY509Pct |
| Investment Income CY | 0.00300 | InvestmentIncomeCYPct |
| Investment Income PY | 0.05120 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUNDABLE ADVANCES | Desc |
| Amt | $27,659,559 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $27,659,559 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $69,371,372 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $97,187 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $72,744 | OtherRevenueAmt |
| Revenue Not Reported | $169,931 | RevenueNotReportedAmt |
| Revenue Subtotal | $69,201,441 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $4,458 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $4,458 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $69,205,899 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $69,352,977 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $72,744 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $72,744 | ExpensesNotReportedAmt |
| Expenses Subtotal | $69,280,233 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $4,458 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $4,458 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $69,284,691 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES AS A PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH ASC TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE FOUNDATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2023, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. AS OF DECEMBER 31, 2023, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2020 THROUGH 2022 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION. IT IS THE FOUNDATION'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN UNRELATED BUSINESS INCOME TAX EXPENSE. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES NETTED AGAINST REVENUE 69,999. CONTRIBUTION REFUNDS NETTED AGAINST REVENUE 2,745. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES NETTED AGAINST REVENUE 69,999. CONTRIBUTION REFUNDS NETTED AGAINST REVENUE 2,745. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $243,000 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $194,571 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $48,429 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $19,827 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $32,271 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $295 | OtherDirectExpensesEvent1Amt |
| Event2 | CHARITY EVENT | Event2Nm |
| Gross Receipts Event2 | $10,000 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $10,000 | CharitableContriEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $20,001 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $20,001 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $18,292 | NonCashPrizesOtherEventsAmt |
| Food And Beverage Other Events | $2,059 | FoodAndBeverageOtherEventsAmt |
| Gross Receipts Total | $273,001 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $204,571 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $68,430 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $18,292 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $19,827 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $34,330 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $295 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $72,744 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$4,314 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| FACES OF OUR CHILDREN INC | ||||||||
| 1920 L STREET NW SUITE 301 | WASHINGTON | DC | 20032 | 522343090 | 501(C)(3) | $10,000 | $0 | CONTRIBUTION |
| HOWARD UNIVERSITY CENTER FOR SICKLE CELL DISEASE | ||||||||
| 1840 7TH ST NW | WASHINGTON | DC | 20001 | 520204707 | 501(C)(3) | $120,000 | $0 | CONTRIBUTION |
| FEEDING AMERICA | ||||||||
| 161 NORTH CLARK STREET | CHICAGO | IL | 60601 | 363673599 | 501(C)(3) | $150,000 | $0 | CONTRIBUTION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS | 29 | $58,000 |
| USDA FARM AND FOOD WORKERS RELIEF GRANTS | 103215 | $61,929,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION WAS PRIMARILY ESTABLISHED TO RAISE FUNDS TO BENEFIT RESEARCH THROUGH THE LEUKEMIA & LYMPHOMA SOCIETY (LLS), TOWARDS CURES FOR LEUKEMIA, LYMPHOMA, HODGKIN'S DISEASE, MYELOMA, AND OTHER BLOOD CANCERS, IN FULFILLING THE LLS'S MISSION TO IMPROVE THE QUALITY OF LIFE OF PATIENTS AND THEIR FAMILIES. THE FOUNDATION ALSO DONATES TO OTHER CHARITABLE ORGANIZATIONS AS DETERMINED BY ITS BOARD OF DIRECTORS. THE FOUNDATION RECEIVES NEWSLETTERS AND UPDATES FROM LLS ON THE USE OF FUNDS AND NEW RESEARCH BEING CONDUCTED. OTHER ORGANIZATIONS GENERALLY ALSO PROVIDE INFORMATION REGARDING THEIR MISSION STATEMENT AND THE CHARITABLE PURPOSE OF THE DONATION REQUEST, ALL OF WHICH ARE CONSIDERED BY THE TRUSTEES IN GRANTING A CONTRIBUTION. SUPPORTING DOCUMENTATION OF REQUESTS AND APPROVALS ARE MAINTAINED FOR ALL CONTRIBUTIONS MADE. RECEIVING ORGANIZATIONS ARE NOT REQUIRED TO ACCOUNT TO THE FOUNDATION FOR CONTRIBUTIONS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 5 | IN APRIL 2023, THE FOUNDATION BECAME AWARE THAT CERTAIN RELIEF PAYMENTS MADE WERE TO PERSONS WHO DID NOT MEET THE ELIGIBILITY REQUIREMENTS OF THE PROGRAM. AS SOON AS THIS WAS DISCOVERED, THE FOUNDATION CEASED ALL PENDING RELIEF PAYMENTS, PERFORMED A FULL REVIEW OF APPLICATIONS PROCESSED, AND NOTIFIED THE USDA. THE FOUNDATION'S REVIEW CONCLUDED THAT RELIEF PAYMENTS TOTALING APPROXIMATELY $5,654,000 WERE DISBURSED TO PERSONS WHO SUBMITTED FRAUDULENT APPLICATIONS. THE USDA HAS INITIATED ITS OWN AUDIT OF THE FOUNDATION, THE RESULTS OF WHICH ARE STILL PENDING. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS DRAFTED THROUGH A COLLABORATIVE EFFORT OF THE ORGANIZATION'S AUDIT FIRM AND IN-HOUSE FINANCIAL AND LEGAL PROFESSIONALS. THE DRAFT IS DISTRIBUTED TO THE TRUSTEES FOR REVIEW PRIOR TO FILING. THE FORM IS THEN FINALIZED AND SUBMITTED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. |
| FORM 990, PART XII, LINE 1: | THE ACCOUNTING METHOD HAS NOT CHANGED FROM THE PRIOR YEAR. |
| FORM 990, PART XII, LINE 2C: | THE GENERAL PROCESS OF THE AUDIT IS THAT THE BOARD OF DIRECTORS ENGAGES A CERTIFIED PUBLIC ACCOUNTANT TO PERFORM AN AUDIT OF THE FINANCIAL BOOKS AND RECORDS OF THE UFCW CHARITY FOUNDATION. THE BOARD OF DIRECTORS REVIEWS THE AUDIT REPORT OF THE CERTIFIED PUBLIC ACCOUNTANT. |