Civic Intelligence

United Way Legacy Foundation

EIN 56-2277050 • 501(c)3 • Charlotte, NC

Profile

To hold and manage endowment funds with the purpose of supporting the united way of central carolinas.

220 North Tryon StreetCharlotte, NC 28202

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

1st percentile

-86560%

Higher net margin than 1% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

9th percentile

-100%

Faster asset growth than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

378%

Faster revenue growth than 97% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $2,753,467 (-100%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$0

Down $2,753,467 (-100%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin1st percentile

Revenue

Up

$3,181

Up $2,516 (+378%) from 2023

Expenses

Up

$2,756,648

Up $2,719,934 (+7408%) from 2023

Net Income

Down

-$2,753,467

Down $2,717,418 (-7538%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth9th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $758,717Liabilities 2011: $0Net Assets 2011: $758,7172011Assets 2012: $1,150,527Liabilities 2012: $0Net Assets 2012: $1,150,5272012Assets 2013: $1,837,497Liabilities 2013: $0Net Assets 2013: $1,837,4972013Assets 2014: $4,883,541Liabilities 2014: $0Net Assets 2014: $4,883,5412014Assets 2015: $5,120,838Liabilities 2015: $0Net Assets 2015: $5,120,8382015Assets 2016: $3,222,805Liabilities 2016: $0Net Assets 2016: $3,222,8052016Assets 2017: $3,702,293Liabilities 2017: $0Net Assets 2017: $3,702,2932017Assets 2018: $1,869,126Liabilities 2018: $0Net Assets 2018: $1,869,1262018Assets 2019: $2,219,050Liabilities 2019: $0Net Assets 2019: $2,219,0502019Assets 2020: $2,466,827Liabilities 2020: $0Net Assets 2020: $2,466,8272020Assets 2021: $2,961,139Liabilities 2021: $0Net Assets 2021: $2,961,1392021Assets 2022: $2,413,048Liabilities 2022: $0Net Assets 2022: $2,413,0482022Assets 2023: $2,753,467Liabilities 2023: $0Net Assets 2023: $2,753,4672023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $50,912Expenses 2011: $23,140Net Income 2011: $27,7722011Revenue 2012: $306,199Expenses 2012: $13,759Net Income 2012: $292,4402012Revenue 2013: $495,188Expenses 2013: $19,757Net Income 2013: $475,4312013Revenue 2014: $3,206,062Expenses 2014: $88,356Net Income 2014: $3,117,7062014Revenue 2015: $517,583Expenses 2015: $52,659Net Income 2015: $464,9242015Revenue 2016: -$35,860Expenses 2016: $2,261,438Net Income 2016: -$2,297,2982016Revenue 2017: $153,715Expenses 2017: $48,672Net Income 2017: $105,0432017Revenue 2018: $195,302Expenses 2018: $1,775,271Net Income 2018: -$1,579,9692018Revenue 2019: $2,215Expenses 2019: $31,798Net Income 2019: -$29,5832019Revenue 2020: $3,333Expenses 2020: $31,236Net Income 2020: -$27,9032020Revenue 2021: $258,620Expenses 2021: $38,244Net Income 2021: $220,3762021Revenue 2022: $4,994Expenses 2022: $87,633Net Income 2022: -$82,6392022Revenue 2023: $665Expenses 2023: $36,714Net Income 2023: -$36,0492023Revenue 2024: $3,181Expenses 2024: $2,756,648Net Income 2024: -$2,753,4672024

Highlighted filing

2024

Revenue$3,181
Expenses$2,756,648
Net Income-$2,753,467
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$3,181
Expenses
$2,756,648
Net income
-$2,753,467
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$2.76$2.75
2023Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.00$0.04$0.04
2022Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.00$0.09$0.08
2021Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.26$0.04$0.22
2020Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.00$0.03$0.03
2019Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.00$0.03$0.03
2018Summary only. Only limited summary data is available for this year.$1.87$0.00$1.87$0.20$1.78$1.58
2017Summary only. Only limited summary data is available for this year.$3.70$0.00$3.70$0.15$0.05$0.11
2016Summary only. Only limited summary data is available for this year.$3.22$0.00$3.22$0.04$2.26$2.30
2015Summary only. Only limited summary data is available for this year.$5.12$0.00$5.12$0.52$0.05$0.46
2014Summary only. Only limited summary data is available for this year.$4.88$0.00$4.88$3.21$0.09$3.12
2013Summary only. Only limited summary data is available for this year.$1.84$0.00$1.84$0.50$0.02$0.48
2012Summary only. Only limited summary data is available for this year.$1.15$0.00$1.15$0.31$0.01$0.29
2011Summary only. Only limited summary data is available for this year.$0.76$0.00$0.76$0.05$0.02$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$3,181
Mission and Program Overview

Mission

To hold and manage endowment funds with the purpose of supporting the united way of central carolinas.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,732,074$0▼ $2,732,074
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Cash and Non-Interest-Bearing Accounts$-28,520$0▲ $28,520
Total Assets$2,753,467$0▼ $2,753,467
Other Assets Total$49,913$0▼ $49,913
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,753,467$0▼ $2,753,467
Total Net Assets Fund Balance$2,753,467$0▼ $2,753,467
Total Liabilities and Net Assets / Fund Balance$2,753,467$0▼ $2,753,467

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$2,753,468$3,181---
2023$2,413,048$665▲ $368,332-$2,753,468
2022$2,961,139$4,994▼ $473,612-$2,413,048
2021$2,466,827$258,620▲ $265,564-$2,961,139
2020$2,219,050$3,333▲ $269,066-$2,466,827
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Joe WallChair
Douglas BensonDirector
Ron MessengerDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$3,181
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$3,181
Change in Net Assets
$-2,753,467
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,756,648
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,756,648--$2,756,648
Total Functional Expenses$2,756,648$0$0$2,756,648
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Foundation for the CarolinasCharlotte, NC501(c)(3)Distribute Remaining Assets$2,756,648
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 4

“The organization filed articles for dissolution on 11/27/2024 with a dissolution date of 12/30/2024.”

Form 990, Part VI, Section A, Line 7A

“The right to appoint the board of directors vests exclusively in united way of central carolinas and the right to accept or reject the directors vests exclusively in foundation for the carolinas.”

Form 990, Part VI, Section B, Line 11B

“A copy of the final form 990 is distributed to each voting member of the board prior to filing. The return is available for discussion at the next board meeting closest to the filing date.”

Form 990, Part VI, Section B, Line 12C

“Board members annually complete a conflict of interest form, in compliance with national standards for community foundations and under foundation for the carolinas (supported foundation) ethics policy. Fftc staff collects and maintains the forms annually, and monitors the process.”

Form 990, Part VI, Section B, Line 15

“United way legacy foundation has no formal employees and therefore does not have a formal process in place for determining compensation. Foundation for the carolinas, the supported organization, does have policies and procedures in place for determining compensation, including utilizing an independent compensation consultant and approval by the board of directors for executive compensation.”

Form 990, Part VI, Section C, Line 19

“Governing documents are maintained by the organization and are available upon request by the general public.”

Filing and Contact Details

Filer

Filer Name
United Way Legacy Foundation
EIN
56-2277050
Phone
7049734500
Address
220 NORTH TRYON STREET, CHARLOTTE, NC 28202

Signing Officer

Name
Douglas Benson
Title
Director
Phone
7049734500
Signed
2025-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Douglas Benson
Formed
2002
Legal Domicile
Nc
Voting Board Members
3
Independent Board Members
2
Employees
0
Volunteers
2

Preparer

Firm
Cherry Bekaert Advisory LLC
Address
1111 METROPOLITAN AVE STE 900, CHARLOTTE, NC 28204
Preparer
Melanie Mcpeak
Phone
7043771678
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“Spendable income from endowment funds is available to support the programs and operations of the united way of central carolinas. The percentage reported for permanent endowments includes amounts that must be maintained in perpetuity as well as accumulated earnings on such amounts that have not yet been appropriated for expenditure.”

Raw XML AppendixShowing 400 of 421 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO HOLD AND MANAGE ENDOWMENT FUNDS WITH THE PURPOSE OF SUPPORTING THE UNITED WAY OF CENTRAL CAROLINAS.
IRS990/AllOtherContributionsAmt03181
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ALYSSA FEDERICO
IRS990/BooksInCareOfDetail/PhoneNum07049734500
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0220 NORTH TRYON STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd028202
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0-28520
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd01
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractTerminationInd0X
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt03181
IRS990/CYGrantsAndSimilarPaidAmt02756648
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt00
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-2753467
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt02756648
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03181
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0HUMAN SERVICES: PROGRAM EXPENSES SUPPORT THE DEVELOPMENT OF ENDOWMENT FUNDS TO SUPPORT COMMUNITY CAUSES IN THE CHARLOTTE, NC COMMUNITY.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt02753467
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt00
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt02756648
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FinalReturnInd0X
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt146961
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0JOE WALL
IRS990/Form990PartVIISectionAGrp/PersonNm1DOUGLAS BENSON
IRS990/Form990PartVIISectionAGrp/PersonNm2RON MESSENGER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1258355
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt02756648
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02756648
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02756648
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03181
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02732074
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0NC
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO HOLD AND MANAGE ENDOWMENT FUNDS WITH THE PURPOSE OF SUPPORTING THE UNITED WAY OF CENTRAL CAROLINAS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02753467
IRS990/NetAssetsOrFundBalancesEOYAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt049913
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0DOUGLAS BENSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0665
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt036714
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-36049
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt036714
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0665
IRS990/QuidProQuoContributionsInd00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-2753467
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0566047886
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt02756648
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0FOUNDATION FOR THE CAROLINAS
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt02756648
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02753468
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt03181
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt02756649
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt028577
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02413048
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0665
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02753468
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0368332
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt029473
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02961139
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt04994
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02413048
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt050000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-473612
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt029872
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02466827
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0258620
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02961139
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0265564
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt024622
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02219050
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt03333
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02466827
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0269066
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0SPENDABLE INCOME FROM ENDOWMENT FUNDS IS AVAILABLE TO SUPPORT THE PROGRAMS AND OPERATIONS OF THE UNITED WAY OF CENTRAL CAROLINAS. THE PERCENTAGE REPORTED FOR PERMANENT ENDOWMENTS INCLUDES AMOUNTS THAT MUST BE MAINTAINED IN PERPETUITY AS WELL AS ACCUMULATED EARNINGS ON SUCH AMOUNTS THAT HAVE NOT YET BEEN APPROPRIATED FOR EXPENDITURE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt02756648
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0DISTRIBUTE REMAINING ASSETS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0FOUNDATION FOR THE CAROLINAS
IRS990ScheduleI/RecipientTable/RecipientEIN0566047886
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0220 NORTH TRYON STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CHARLOTTE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd028202
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0257320
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt041400
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt05561
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt01035
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DOUGLAS BENSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0305316
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleN/AssetsDistributedInd01
IRS990ScheduleN/AttorneyGeneralNotifiedInd01
IRS990ScheduleN/BondsOutstandingInd00
IRS990ScheduleN/DirectorOfSuccessorInd00
IRS990ScheduleN/EmployeeOfSuccessorInd00
IRS990ScheduleN/LiabilitiesPaidInd00
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0REMAINING ASSETS IN THE ORGANIZATION
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0FOUNDATION FOR THE CAROLINAS
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02024-12-30
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0566047886
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt02756649
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt03
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0COST
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt0220 NORTH TRYON STREET
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0CHARLOTTE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0NC
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd028202
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION FILED ARTICLES FOR DISSOLUTION ON 11/27/2024 WITH A DISSOLUTION DATE OF 12/30/2024.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE RIGHT TO APPOINT THE BOARD OF DIRECTORS VESTS EXCLUSIVELY IN UNITED WAY OF CENTRAL CAROLINAS AND THE RIGHT TO ACCEPT OR REJECT THE DIRECTORS VESTS EXCLUSIVELY IN FOUNDATION FOR THE CAROLINAS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE FINAL FORM 990 IS DISTRIBUTED TO EACH VOTING MEMBER OF THE BOARD PRIOR TO FILING. THE RETURN IS AVAILABLE FOR DISCUSSION AT THE NEXT BOARD MEETING CLOSEST TO THE FILING DATE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD MEMBERS ANNUALLY COMPLETE A CONFLICT OF INTEREST FORM, IN COMPLIANCE WITH NATIONAL STANDARDS FOR COMMUNITY FOUNDATIONS AND UNDER FOUNDATION FOR THE CAROLINAS (SUPPORTED FOUNDATION) ETHICS POLICY. FFTC STAFF COLLECTS AND MAINTAINS THE FORMS ANNUALLY, AND MONITORS THE PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UNITED WAY LEGACY FOUNDATION HAS NO FORMAL EMPLOYEES AND THEREFORE DOES NOT HAVE A FORMAL PROCESS IN PLACE FOR DETERMINING COMPENSATION. FOUNDATION FOR THE CAROLINAS, THE SUPPORTED ORGANIZATION, DOES HAVE POLICIES AND PROCEDURES IN PLACE FOR DETERMINING COMPENSATION, INCLUDING UTILIZING AN INDEPENDENT COMPENSATION CONSULTANT AND APPROVAL BY THE BOARD OF DIRECTORS FOR EXECUTIVE COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS ARE MAINTAINED BY THE ORGANIZATION AND ARE AVAILABLE UPON REQUEST BY THE GENERAL PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0FOUNDATION FOR THE CAROLINAS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0566047886
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0GRANTMAKING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0220 NORTH TRYON STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CHARLOTTE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd028202
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NC
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd01
IRS990/TotalAssetsBOYAmt02753467
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt02753467
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt03181
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02756648
IRS990/TotalFunctionalExpensesGrp/TotalAmt02756648
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02753467
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt046961
IRS990/TotalProgramServiceExpensesAmt02756648
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03181
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt02
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02753467
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotReportableCompRltdOrgAmt0258355
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0220 NORTH TRYON STREET
IRS990/USAddress/CityNm0CHARLOTTE
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd028202
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DOUGLAS BENSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07049734500
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNITED WAY LEGACY FOUNDATION

Document Assets

No mirrored PDF or thumbnail assets are attached yet.