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Nonprofit · EIN 83-2844011

GIVING BRANCH FOUNDATION

Tax-exempt · COLUMBIA, MO 65201

Financials

$1M$1.1M2023$1.2M$984K2024
Revenue Expenses · by fiscal year end
Financials of GIVING BRANCH FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$1,246,873$984,348$262,525$767,696$4,017$763,679
December 31, 2023990$1,003,321$1,055,390-$52,069$498,627$4,340$494,287
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$1,213,147
Program service revenue
$0
Investment income
$8,760
Net gain from sales of assets
$246
Net income from fundraising events
$24,966
Other revenue
$24,966

Expenses

Grants and similar amounts paid
$929,241
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$1,500
Occupancy
$6,000
Travel
$909
Program services (functional)
$929,241
Management and general (functional)
$45,416
Fundraising (functional)
$9,691

Balance sheet and other

Total assets, start of year
$498,627
Total assets, end of year
$767,696
Total liabilities, end of year
$4,017
Net assets, end of year
$763,679
Publicly traded securities
$239,125
Net assets without donor restrictions
$763,679
Gross receipts
$1,255,121
Employees
0
Year formed
2018
State of legal domicile
MO

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 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
EMILY HARVEYPRESIDENT
Trustee or director, Officer
2$0
SARAH CRAIGTREASURER
Trustee or director, Officer
2$0
MELISSA SCHNEDLERDIRECTOR
Trustee or director
1$0
STEVEN CLIFFORDDIRECTOR
Trustee or director
1$0
CLAY OSCEOLADIRECTOR
Trustee or director
1$0
990 for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
EMILY HARVEYPRESIDENT
Trustee or director, Officer
2$0
SARAH CRAIGTREASURER
Trustee or director, Officer
2$0
MELISSA SCHNEDLERDIRECTOR
Trustee or director
1$0
STEVEN CLIFFORDDIRECTOR
Trustee or director
1$0
MEGAN SIEVERSDIRECTOR
Trustee or director
1$0

Address and contacts

Address (IRS master file)
101 S 5TH ST STE 200, COLUMBIA, MO 65201-4218
In care of
% SARAH CRAIG
Principal officer (990 for 2024)
EMILY HARVEY, 101 SOUTH FIFTH STREET SUITE 200, COLUMBIA, MO 65201
Signed the 990
SARAH CRAIG, TREASURER
Phone
(573) 303-5419
Return prepared by
GERDING KORTE & CHITWOOD PC CPA'S

Mission

THE PURPOSE OF THE GIVING BRANCH FOUNDATION IS TO BENEFIT AND SUPPORT INDIVIDUALS AND FAMILIES IN NEED IN THE COMMUNITIES IN WHICH THE OFFICES OF FLAT BRANCH MORTGAGE, INC. ARE LOCATED; AND SECONDARILY TO SUPPORT ORGANIZATIONS AND INDIVIDUALS THE FOUNDATION DEEMS DESERVING.

990 for the year ended December 31, 2024

Program accomplishments

  • IN 2024, THE FOUNDATION SUPPORTED 203 NOT-FOR-PROFIT ORGANIZATIONS, PROVIDED SUPPORT TO 260 INDIVIDUALS/FAMILIES, GRANTED 11 SCHOLARSHIPS TO WORKING ADULTS AND HELPED TO PROVIDE FUNDING TO 59 UNITED WAY ORGANIZATIONS.
    Expenses $929,241 · grants $929,241

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, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
83-2844011
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
2020
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$767,696
Income (IRS master file)
$1,255,121

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$1,246,873$984,348$767,696XML
990December 2023$1,003,321$1,055,390$498,627XML
990December 2022$1,229,283$1,291,137$529,418IRS
990December 2021–––IRS
990December 2020–––IRS

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 83-2844011).

Questions about GIVING BRANCH FOUNDATION

What is the EIN of GIVING BRANCH FOUNDATION?
The employer identification number (EIN) of GIVING BRANCH FOUNDATION is 83-2844011.
Is GIVING BRANCH FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
Are donations to GIVING BRANCH FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does GIVING BRANCH FOUNDATION 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 GIVING BRANCH FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did GIVING BRANCH FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of GIVING BRANCH FOUNDATION?
The 990 for the year ended December 31, 2024 names EMILY HARVEY.
Who are the officers and directors of GIVING BRANCH FOUNDATION?
The 990 for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
How much revenue does GIVING BRANCH FOUNDATION have?
On its 990 for the year ended December 31, 2024 it reported revenue of $1,246,873, expenses of $984,348 and total assets of $767,696 at year end.

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