2024-10-15T11:53:01-05:00 2023-12-31 311119890 Barnes Dennig & Co LTD 150 East Fourth Street Cincinnati OH 45202 990 2023-01-01 311064812 United Way of Greater Cincinnati Foundation UNIT 5137627100 2400 Reading Road Cincinnati OH 45202 Randy Bush Chief Financial Officer 5137627100 2024-10-10 1 1 Paula Hume P00537516 5132418313 2024-10-10 2023 2024-10-15 13:58:12Z Randy Bush 2400 Reading Road Cincinnati OH 45202 21054989 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 -6413 0 1247783 1473602 0 0 572444 2024059 0 0 1820227 3497661 1997100 1862600 0 0 0 0 0 0 0 120627 105589 2117727 1968189 -297500 1529472 40879941 45315851 1578300 1457400 39301641 43858451 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 1862600 1862600 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. 1862600 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 1 1 1 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 Randy Bush 5137627100 2400 Reading Road Cincinnati OH 45202 Jodi Geiser Board Chair 2.00 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 Member 1.00 X 0 0 0 Josh Diedrichs Member 1.00 X 0 0 0 Kip Heekin Member 1.00 X 0 0 0 Kristin Fishbaugh Member 1.00 X 0 0 0 Lisa O'Brien Member 1.00 X 0 0 0 Moira Lyon Member 1.00 X 0 0 0 Robie Suggs Member 1.00 X 0 0 0 William Montague Member 1.00 X 0 0 0 Willie Hill Member 1.00 X 0 0 0 Moira Weir President & CEO 1.00 59.00 X X 0 468232 48120 Jeanetta Darno Member 1.00 X 0 0 0 Randy Bush CFO 1.00 49.00 X 0 160439 32867 Mike Baker Chief Impact Strategy Officer 1.00 49.00 X 0 182937 7893 0 811608 88880 0 0 1 0 0 342676 1130926 1473602 683784 -6413 690197 18897603 17557328 1340275 1340275 1340275 3497661 0 -6413 2030472 1862600 1862600 64528 64528 31854 31854 Miscellaneous Expenses 8072 8072 Bank Charges 1135 1135 1968189 1862600 105589 0 885224 1105632 60179 243935 21739539 24726505 3669823 2769505 14525176 16470274 40879941 45315851 1578300 1457400 1578300 1457400 X 20757208 22917333 18544433 20941118 39301641 43858451 40879941 45315851 X 1529472 1633237 1394101 X X 0 1 X 1 0 X X 1 United Way of Greater Cincinnati 310537502 7 1 1421000 0 1 1421000 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 160495 1 1 24736195 727596 3591632 1862600 26751 27166072 29556867 1207505 3987141 1997100 37821 24736195 26997925 1011974 3595564 2010775 37821 29556867 23587013 2187372 2916419 1655203 37676 26997925 20247417 848765 4175356 1654600 29925 23587013 0.82340 0.02330 0.15330 1 0 0 Alternative Investments 2769505 C 2769505 Beneficial Interest - Charitable Trust 16125398 Cash Surrender Value - Insurance 335162 Charitable Gift Annuities 9714 16470274 X 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. Central America and the Caribbean 0 0 Other 2596371 0 0 0 0 0 0 2596371 0 2596371 0 0 1 0 0 0 1 United Way of Greater Cincinnati 2400 Reading Road Cincinnati OH 45202 310537502 501(C)(3) 1421000 0 Donor Designated General Cincinnati Association for the Blind and Visually Impaired 2045 Gilbert Avenue Cincinnati OH 45202 310538511 501(C)(3) 288000 0 Donor Designated General Clovernook Center for the Blind and Visually Impaired 7000 Hamilton Avenue Cincinnati OH 45231 310584310 501(C)(3) 104300 0 Donor Designated General Redwood School and Rehabilitation 71 Orphanage Road Ft Mitchell KY 41017 616013702 501(C)(3) 8000 0 Donor Designated General Best Point 5050 Madison Avenue Cincinnati OH 45227 310536969 501(C)(3) 9000 0 Donor Designated General Clermont Senior Services 2085 Sauls Drive Batavia OH 45103 310832354 501(C)(3) 9750 0 Donor Designated General Cancer Family Care 4790 Red Bank Ex Suite 128 Cincinnati OH 45227 310805286 501(C)(3) 9750 0 Donor Designated General 7 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. 0 0 0 0 0 0 0 0 0 Moira Weir President & CEO 0 407025 0 37500 0 23707 0 13200 0 34920 0 516352 0 0 Randy Bush CFO 0 159476 0 0 0 963 0 6872 0 25995 0 193306 0 0 Mike Baker Chief Impact Strategy Officer 0 174715 0 8000 0 222 0 7017 0 876 0 190830 0 0 Form 990, Part VI, Section B, line 11b The 2023 Form 990 was prepared by the finance staff and then reviewed by the Director of Finance & Accounting and the Chief Financial Officer (CFO), the finance audit and compliance committee and Barnes Dennig, UWGC's audit firm. The Form 990 was provided to the board for their review prior to filing the Form 990 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 XI, line 9: Market Adjustment Beneficial Interest 1,394,101. 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 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 United Way of Greater Cincinnati B 1421000 Book Value United Way of Greater Cincinnati C 342676 Book Value United Way of Greater Cincinnati M 89737 Book Value United Way of Greater Cincinnati O 103776 Book Value