Charitable Foundation USA EIN 43-1783807 Form 990 (PDF) Claim this org

Charitable Foundation USA FY2022 filing

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Strengthens communities by supporting philanthropy, sharing resources, and running programs that build social connection. For fiscal year 2022 it reported $98K in revenue, $167K in expenses, and $2.0M in net assets.Pt I

Type
Public foundation / grantmaker · Foundations & Grantmakers
Location
Naples, FL
Filings
5 on file (2020–2022)
Revenue
$98KFY2022
Expenses
$167K
Net assets
$2.0M
People
3
Filings
5
Updates
0
More identity details & actions ⌄
EIN  43-1783807 Public foundation / grantmaker Naples, FL
Form 990 (PDF)
You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2024) →
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Size
$100K–1M
What they do
Strengthens communities by supporting philanthropy, sharing resources, and running programs that build social connection.
Leadership
Daniel H Jones SR · Director and President · $33K
Money in and out
$98K revenue, $167K expenses
Grants paid & assets · FY2022
Total revenue
$98K
Pt VIII · Ln 12
Total expenses
$167K
Pt IX · Ln 25
Net assets
$2.0M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$70K
Where spending went · Part IX cols B–D
Program services $0.78 Management & general $0.22

Summary of the Filing

Part I · fiscal year 2022 · Form 990-T
Revenue
$98K
FY2022▼ -18%
Expenses
$167K
FY2022▲ +2%
Total assets
$2.0M
FY2022▼ -21%
Total liabilities
$0
FY2022
Total revenue
$98K
Pt VIII · Ln 12
Total expenses
$167K
Pt IX · Ln 25
Net assets
$2.0M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19−$70K
Total assetsPt X · Ln 16$2.0M
Program-expense ratioPt IX · col B78%
Voting members of governing bodyPt I · Ln 33
Independent voting membersPt I · Ln 41

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CCharitable Foundation USA
EINHdr · item D43-1783807
Principal addressHdr · item CNaples, FL
WebsiteHdr · item Jnone reported
Year of formationHdr · item Lpending
State of legal domicileHdr · item MFL
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFFoundations & Grantmakers (T70)
Ruling yearIRS BMFJun 1998

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a3
Independent voting membersPt VI · Ln 1b1
Conflict-of-interest policyPt VI · Ln 12aNo
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14No
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2Yes

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Director and President
$33,371Pt VII · Sec A
Director and Secretary
$0Pt VII · Sec A
Director and Vice President
$0Pt VII · Sec A

Daniel H Jones SR’s $24K as President Emeritus, Director is at the 22nd percentile of top reported officer pay among 1263 $100K–1M philanthropy & grantmaking nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Daniel H Jones SR$24,480$28,850$33,371$24,500$16,450
Richard Paletta$15,000

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Mission & Programs · Part III

Where the work happens

3 program services account for $131K of program spending, described in the organization's own filed words · FY2022.
01

(2) Sharing gifts/grants by administering six donor advised funds; one endowment; six charitable remainder trusts; and making grants.

$131Kprogram expense
02

(3) Developing/executing educational and other programs to further social cohesion. Progress was made in researching and writing educational materials and developing support systems with plans of publicly launching the program before 2025.

Pt IX · col B
03

(1) Supporting Philanthropy

Fundraising; Communicate with advisors and donors to secure gifts.

Pt IX · col B

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Statement of Revenue

Part VIII
Investment income$71K · 73%
Contributions & grants$25K · 26%
Program service revenue$1K · 1%
Investment income73%$71K
Contributions & grants26%$25K
Program service revenue1%$1K
Total revenueLn 12$98K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.78 Management & general $0.22
Program services78%$131K
Management & general22%$37K
Total functional expensesLn 25$167K

Balance Sheet

Part X · end of year
CashLn 1$74K
Total assetsLn 16$2.0M
Total liabilitiesLn 26$0
Total net assetsLn 32$2.0M
Months of cash on handcomputed5.3

Grants

Schedule I · received and paid
Grants received · FY2021
Total grants receivedfrom 1 funder$15K
Grants paid · 52 grants · $516K · 2020–2024
Nerinx Hall High SchoolMO · FY2024$15,000
After the HarvestMO · FY2024$10,800
St Mary Church Hyde ParkFY2024$10,800
Inspire INCCT · FY2024$8,000
Prospect House INCOH · FY2024$5,800
Nerinx Hall High SchoolMO · FY2023$12,500
Nerinx Hall High SchoolMO · FY2023$12,500
St Mary Church Hyde ParkFY2023$10,800
St Mary Church Hyde ParkFY2023$10,800
See all 52 grants →

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$115K revenue · ⤓ 990 PDF
FY2023$69K revenue · ⤓ 990 PDF
FY2022$98K revenue · viewing · ⤓ 990 PDF
FY2021$119K revenue · ⤓ 990 PDF
FY2020$354K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2022IRS
Classification, formation year, addressIRS Business Master File
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