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Nonprofit · EIN 23-6684378

UNITED WAY ENDOWMENT FUND OF CARLISLE PENNSYLVANIA

Tax-exempt · CARLISLE, PA 17013

Financials

$101K$159K2023$240K$166K2024
Revenue Expenses · by fiscal year end
Financials of UNITED WAY ENDOWMENT FUND OF CARLISLE PENNSYLVANIA by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$240,135$165,570$74,565$3,592,557$0$3,592,557
June 30, 2024990$100,933$158,774-$57,841$3,353,133$0$3,353,133
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$17,800
Program service revenue
$0
Investment income
$222,335
Net gain from sales of assets
$103,720
Other revenue
$0

Expenses

Grants and similar amounts paid
$140,669
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$140,669
Management and general (functional)
$24,901

Balance sheet and other

Total assets, start of year
$3,353,133
Total assets, end of year
$3,592,557
Total liabilities, end of year
$0
Net assets, end of year
$3,592,557
Publicly traded securities
$3,309,142
Net assets without donor restrictions
$3,257,081
Net assets with donor restrictions
$335,476
Gross receipts
$481,206
Employees
0
Volunteers
0
Year formed
1981
State of legal domicile
PA

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
IVO OTTOCOMMITTEE MEMBER
Trustee or director
1$0
DAVID METZCOMMITTEE MEMBER
Trustee or director
1$0
KELLY MURRAYCOMMITTEE MEMBER
Trustee or director
1$0
JANE BURKECOMMITTEE CHAIR
Trustee or director
1$0
MELISSA KELSOCOMMITTEE MEMBER
Trustee or director
1$0
WILLIAM KEENCOMMITTEE MEMBER
Trustee or director
1$0
ADAM HOLLINGERCORPORATE TRUSTEE
Institutional trustee
1$0
SCOTT EHRIGCORPORATE TRUSTEE
Institutional trustee
1$0
990 for the year ended June 30, 2024: 8 people
NameTitleHours / weekCompensation
IVO OTTOCOMMITTEE MEMBER
Trustee or director
1$0
DAVID METZCOMMITTEE MEMBER
Trustee or director
1$0
GERALD PIPERCOMMITTEE MEMBER
Trustee or director
1$0
JANE BURKECOMMITTEE MEMBER
Trustee or director
1$0
MELISSA KELSOCOMMITTEE MEMBER
Trustee or director
1$0
WILLIAM KEENCOMMITTEE MEMBER
Trustee or director
1$0
ADAM HOLLINGERCORPORATE TRUSTEE
Institutional trustee
1$0
SCOTT EHRIGCORPORATE TRUSTEE
Institutional trustee
1$0

Address and contacts

Address (IRS master file)
145 S HANOVER ST, CARLISLE, PA 17013-3437
In care of
% F&M TRUST COMPANY
Principal officer (990 for 2024)
ADAM HOLLINGER, 4050 CRUMS MILL RD SUITE 301, HARRISBURG, PA 17112
Signed the 990
ADAM HOLLINGER, CORPORATE TRUSTEE
Phone
(717) 243-4805
Return prepared by
BOYER & RITTER LLC

Mission

ESTABLISHED TO SUPPORT THE UNITED WAY OF CARLISLE AND CUMBERLAND COUNTY

990 for the year ended June 30, 2025

Program accomplishments

  • SUPPORT THE UNITED WAY OF CARLISLE PROGRAMS.
    Expenses $140,669 · grants $140,669

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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
23-6684378
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
1989
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$3,592,557
Income (IRS master file)
$481,206

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$240,135$165,570$3,592,557XML
990June 2024$100,933$158,774$3,353,133XML
990June 2023$95,962$147,762$3,104,040IRS
990June 2022$277,337$146,281$2,954,942IRS
990June 2021–––IRS
990June 2019–––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 23-6684378).

Questions about UNITED WAY ENDOWMENT FUND OF CARLISLE PENNSYLVANIA

What is the EIN of UNITED WAY ENDOWMENT FUND OF CARLISLE PENNSYLVANIA?
The employer identification number (EIN) of UNITED WAY ENDOWMENT FUND OF CARLISLE PENNSYLVANIA is 23-6684378.
Is UNITED WAY ENDOWMENT FUND OF CARLISLE PENNSYLVANIA tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
Are donations to UNITED WAY ENDOWMENT FUND OF CARLISLE PENNSYLVANIA tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does UNITED WAY ENDOWMENT FUND OF CARLISLE PENNSYLVANIA 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 UNITED WAY ENDOWMENT FUND OF CARLISLE PENNSYLVANIA due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did UNITED WAY ENDOWMENT FUND OF CARLISLE PENNSYLVANIA last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of UNITED WAY ENDOWMENT FUND OF CARLISLE PENNSYLVANIA?
The 990 for the year ended June 30, 2025 names ADAM HOLLINGER.
Who are the officers and directors of UNITED WAY ENDOWMENT FUND OF CARLISLE PENNSYLVANIA?
The 990 for the year ended June 30, 2025 lists 8 people; 0 received compensation from the organization.
How much revenue does UNITED WAY ENDOWMENT FUND OF CARLISLE PENNSYLVANIA have?
On its 990 for the year ended June 30, 2025 it reported revenue of $240,135, expenses of $165,570 and total assets of $3,592,557 at year end.

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