2024-05-15T08:07:07-05:00 2023-12-31 990EZ 2023-01-01 823814266 CWM CHARITABLE FUND INC CWMC 7704227520 PO DRAWER 970 MARIETTA GA 30061 MICHAEL D BELL SECRETARY/TREASURER 7704227520 2024-05-14 MICHAEL BELL 999009999 1 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X N/A X X 157917 X 157917 157917 140482 140482 17435 300854 0 318289 X 298319 303299 2535 14990 300854 318289 0 0 300854 318289 X THE PRIMARY INTENDED PURPOSE OF THE CORPORATION IS TO PROVIDE FINANCIAL ASSISTANCE TO CERTAIN EMPLOYEES OF C.W. MATTHEWS CONTRACTING CO., INC., A GEORGIA CORPORATION, IN TIMES OF BOTH PERSONAL HARDSHIPS (I.E. HEALTH CRISIS, HOUSE FIRE, ETC.) AND/OR QUALIFIED DISASTERS. A SECONDARY PURPOSE OF THE CORPORATION WILL BE TO DONATE FUNDS (AS AVAILABLE) TO CERTAIN CHARITABLE ORGANIZATIONS (SUCH AS UNITED WAY, AMERICAN RED CROSS, AND MUST MINISTRIES) WHOSE PRIMARY PURPOSES ARE ALSO TO ASSIST INDIVIDUALS WHO DEMONSTRATE A NEED FOR FINANCIAL ASSISTANCE IN TIMES OF BOTH PERSONAL HARDSHIPS AND/OR QUALIFIED DISASTERS. A TERTIARY PURPOSE WILL BE TO PROVIDE NEED BASED SCHOLARSHIP AID TO CERTAIN EMPOLOYEES AND THEIR CHILDREN. THE PRIMARY INTENDED PURPOSE OF THE CORPORATION IS TO PROVIDE FINANCIAL ASSISTANCE TO CERTAIN EMPLOYEES OF C.W. MATTHEWS CONTRACTING CO., INC., A GEORGIACORPORATION, IN TIMES OF BOTH PERSONAL HARDSHIPS (I.E. HEALTH CRISIS,HOUSE FIRE, ETC.) AND/OR QUALIFIED DISASTERS 115482 0 DONATE FUNDS TO CHARITABLE ORGANIZATIONS WHOSE PRIMARY PURPOSES ARE ALSO TO ASSIST INDIVIDUALS WHO DEMONSTRATE A NEED FOR FINANCIAL ASSISTANCE IN TIMES OF BOTH PERSONAL HARDSHIPS AND/OR QUALIFIED DISASTERS 0 0 PROVIDE NEED BASED SCHOLARSHIP AID TO CERTAIN EMPOLOYEES AND THEIR CHILDREN. 25000 0 0 MATTHEW D BURTON PRESIDENT/DIRECTOR 0.10 0 0 0 MICHAEL D BELL SECRETARY/TREASURER 0.10 0 0 0 DANIEL P GARCIA DIRECTOR 0.10 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GA CW MATTHEWS CONTRACTING CO INC 1600 KENVIEW DRIVE MARIETTA GA 30060 7704227520 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 121240 218419 117617 134609 157917 749802 121240 218419 117617 134609 157917 749802 171528 578274 749802 0.77120 0.75150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: FINANCIAL HARDSHIP AID. GRANTEE NAME: M. HERNANDEZ. GRANTEE RELATIONSHIP: EMPLOYEE. DATE OF GIFT: 10/02/23. AMOUNT GIVEN: 9,249. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: FINANCIAL HARDSHIP AID. GRANTEE NAME: A. HERNANDEZ. GRANTEE RELATIONSHIP: EMPLOYEE. DATE OF GIFT: 04/17/23. AMOUNT GIVEN: 6,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: FINANCIAL HARDSHIP AID. GRANTEE NAME: A. JORDAN. GRANTEE RELATIONSHIP: EMPLOYEE. DATE OF GIFT: 06/12/23. AMOUNT GIVEN: 2,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: FINANCIAL HARDSHIP AID. GRANTEE NAME: J. GORDON. GRANTEE RELATIONSHIP: EMPLOYEE. DATE OF GIFT: 04/18/23. AMOUNT GIVEN: 8,269. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: FINANCIAL HARDSHIP AID. GRANTEE NAME: C. WADE. GRANTEE RELATIONSHIP: EMPLOYEE. DATE OF GIFT: 04/07/23. AMOUNT GIVEN: 1,800. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: FINANCIAL HARDSHIP AID. GRANTEE NAME: G. ISLES. GRANTEE RELATIONSHIP: EMPLOYEE. DATE OF GIFT: 12/15/23. AMOUNT GIVEN: 800. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: FINANCIAL HARDSHIP AID. GRANTEE NAME: H. HERVER. GRANTEE RELATIONSHIP: EMPLOYEE. DATE OF GIFT: 11/15/23. AMOUNT GIVEN: 4,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: FINANCIAL HARDSHIP AID. GRANTEE NAME: J. LUGAR. GRANTEE RELATIONSHIP: EMPLOYEE. DATE OF GIFT: 11/09/23. AMOUNT GIVEN: 3,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: FINANCIAL HARDSHIP AID. GRANTEE NAME: J. JORDAN. GRANTEE RELATIONSHIP: EMPLOYEE. DATE OF GIFT: 04/19/23. AMOUNT GIVEN: 1,960. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: FINANCIAL HARDSHIP AID. GRANTEE NAME: J. RODRIGUEZ. GRANTEE RELATIONSHIP: EMPLOYEE. DATE OF GIFT: 07/13/23. AMOUNT GIVEN: 12,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: FINANCIAL HARDSHIP AID. GRANTEE NAME: J. LEAL. GRANTEE RELATIONSHIP: EMPLOYEE. DATE OF GIFT: 04/18/23. AMOUNT GIVEN: 2,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: FINANCIAL HARDSHIP AID. GRANTEE NAME: J. GONZALEZ. GRANTEE RELATIONSHIP: EMPLOYEE. DATE OF GIFT: 12/19/23. AMOUNT GIVEN: 3,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: FINANCIAL HARDSHIP AID. GRANTEE NAME: H. BAUGH. GRANTEE RELATIONSHIP: EMPLOYEE. DATE OF GIFT: 11/22/23. AMOUNT GIVEN: 6,104. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: FINANCIAL HARDSHIP AID. GRANTEE NAME: M. PARTIDA. GRANTEE RELATIONSHIP: EMPLOYEE. DATE OF GIFT: 03/27/23. AMOUNT GIVEN: 2,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: FINANCIAL HARDSHIP AID. GRANTEE NAME: O. OSORIO. GRANTEE RELATIONSHIP: EMPLOYEE. DATE OF GIFT: 01/20/23. AMOUNT GIVEN: 3,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: FINANCIAL HARDSHIP AID. GRANTEE NAME: R. BATUM. GRANTEE RELATIONSHIP: EMPLOYEE. DATE OF GIFT: 04/05/23. AMOUNT GIVEN: 6,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: FINANCIAL HARDSHIP AID. GRANTEE NAME: S. SANTOS. GRANTEE RELATIONSHIP: EMPLOYEE. DATE OF GIFT: 10/30/23. AMOUNT GIVEN: 5,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: FINANCIAL HARDSHIP AID. GRANTEE NAME: T FOWLER. GRANTEE RELATIONSHIP: EMPLOYEE. DATE OF GIFT: 04/24/23. AMOUNT GIVEN: 3,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: FINANCIAL HARDSHIP AID. GRANTEE NAME: T. ROBERTS. GRANTEE RELATIONSHIP: EMPLOYEE. DATE OF GIFT: 06/27/23. AMOUNT GIVEN: 8,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: FINANCIAL HARDSHIP AID. GRANTEE NAME: T. THOMASON. GRANTEE RELATIONSHIP: EMPLOYEE. DATE OF GIFT: 10/06/23. AMOUNT GIVEN: 1,300. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: FINANCIAL HARDSHIP AID. GRANTEE NAME: T. BLAIR. GRANTEE RELATIONSHIP: EMPLOYEE. DATE OF GIFT: 10/05/23. AMOUNT GIVEN: 8,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: FINANCIAL HARDSHIP AID. GRANTEE NAME: T. PENN. GRANTEE RELATIONSHIP: EMPLOYEE. DATE OF GIFT: 09/15/23. AMOUNT GIVEN: 12,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: FINANCIAL HARDSHIP AID. GRANTEE NAME: W. BLACK. GRANTEE RELATIONSHIP: EMPLOYEE. DATE OF GIFT: 11/14/23. AMOUNT GIVEN: 6,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: SCHOLARSHIP AID. GRANTEE NAME: F. ROSAS. GRANTEE RELATIONSHIP: EMPLOYEE CHILD. DATE OF GIFT: 07/27/23. AMOUNT GIVEN: 5,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: SCHOLARSHIP AID. GRANTEE NAME: D. LOFTIN. GRANTEE RELATIONSHIP: EMPLOYEE CHILD. DATE OF GIFT: 07/27/23. AMOUNT GIVEN: 2,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: SCHOLARSHIP AID. GRANTEE NAME: A. LARA. GRANTEE RELATIONSHIP: EMPLOYEE CHILD. DATE OF GIFT: 07/27/23. AMOUNT GIVEN: 5,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: SCHOLARSHIP AID. GRANTEE NAME: F. BONILLA. GRANTEE RELATIONSHIP: EMPLOYEE CHILD. DATE OF GIFT: 07/27/23. AMOUNT GIVEN: 5,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: SCHOLARSHIP AID. GRANTEE NAME: I. DONEA. GRANTEE RELATIONSHIP: EMPLOYEE CHILD. DATE OF GIFT: 07/02/23. AMOUNT GIVEN: 5,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: SCHOLARSHIP AID. GRANTEE NAME: A. CLINGMAN. GRANTEE RELATIONSHIP: EMPLOYEE CHILD. DATE OF GIFT: 07/27/23. AMOUNT GIVEN: 2,500. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 140,482. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: A/R. BEG. OF YEAR AMOUNT: 2,535. END OF YEAR AMOUNT: 2,990. DESCRIPTION: IN & OUT. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 12,000. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.