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Nonprofit · EIN 82-3814266

CWM CHARITABLE FUND INC

Tax-exempt · MARIETTA, GA 30061

Financials

$158K$140K2023$188K$242K2024$197K$163K2025
Revenue Expenses · by fiscal year end
Financials of CWM CHARITABLE FUND INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-EZ$196,508$162,876$33,632$298,510$0$298,510
December 31, 2024990-EZ$188,139$241,550-$53,411$264,878$0$264,878
December 31, 2023990-EZ$157,917$140,482$17,435$318,289$0$318,289
Financial details: 990-EZ for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$196,508

Expenses

Grants and similar amounts paid
$162,876
Compensation of officers, directors and key employees
$0

Balance sheet and other

Total assets, start of year
$264,878
Total assets, end of year
$298,510
Total liabilities, end of year
$0
Net assets, end of year
$298,510
Cash, savings and investments
$225,041
Gross receipts
$196,508

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-EZ for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
MATTHEW D BURTONPRESIDENT/DIRECTOR0.1$0
MICHAEL D BELLSECRETARY/TREASURER0.1$0
DANIEL P GARCIADIRECTOR0.1$0
990-EZ for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
MATTHEW D BURTONPRESIDENT/DIRECTOR0.1$0
MICHAEL D BELLSECRETARY/TREASURER0.1$0
DANIEL P GARCIADIRECTOR0.1$0
990-EZ for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
MATTHEW D BURTONPRESIDENT/DIRECTOR0.1$0
MICHAEL D BELLSECRETARY/TREASURER0.1$0
DANIEL P GARCIADIRECTOR0.1$0

Address and contacts

Address (IRS master file)
PO BOX 970, MARIETTA, GA 30061-0970
Mailing address (990-N for 2017)
PO DRAWER 970, MARIETTA GA 30061
Principal officer (990-N for 2017)
MICHAEL D BELL, PO DRAWER 970, MARIETTA GA 30061
Signed the 990-EZ
MICHAEL D BELL, SECRETARY/TREASURER
Phone
(770) 422-7520

Mission

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.

990-EZ for the year ended December 31, 2025

Program accomplishments

  • 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
    grants $142,876
  • 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
  • PROVIDE NEED BASED SCHOLARSHIP AID TO CERTAIN EMPOLOYEES AND THEIR CHILDREN.
    grants $20,000

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-EZ on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

IRS record

EIN
82-3814266
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2018
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$298,510
Income (IRS master file)
$196,508

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2025$196,508$162,876$298,510IRS
990-EZDecember 2024$188,139$241,550$264,878IRS
990-EZDecember 2023$157,917$140,482$318,289XML
990-EZDecember 2022–––IRS
990-EZDecember 2021–––IRS
990December 2020–––IRS
990-EZDecember 2019–––IRS
990-EZDecember 2018–––IRS
990-N for 2017
Officer: MICHAEL D BELL
December 31, 2017≤ $50,000 receipts––e-Postcard

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 82-3814266).

Questions about CWM CHARITABLE FUND INC

What is the EIN of CWM CHARITABLE FUND INC?
The employer identification number (EIN) of CWM CHARITABLE FUND INC is 82-3814266.
Is CWM CHARITABLE FUND INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
Are donations to CWM CHARITABLE FUND INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does CWM CHARITABLE FUND INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of CWM CHARITABLE FUND INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CWM CHARITABLE FUND INC last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
Who is the principal officer of CWM CHARITABLE FUND INC?
The 990-N for 2017 names MICHAEL D BELL.
Who are the officers and directors of CWM CHARITABLE FUND INC?
The 990-EZ for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does CWM CHARITABLE FUND INC have?
On its 990-EZ for the year ended December 31, 2025 it reported revenue of $196,508, expenses of $162,876 and total assets of $298,510 at year end.

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