United Way Of San Antonio And Bexar County Endowment And Legacy Fund
- Assets
- $17.9m
- Revenue
- $771.6k
- Investments
- $0.0
- Employees
- 0
- Location
- San Antonio, TX
- Founding
- 08/2016
- Data as of
- 06/2023
- EIN
- 81-2566792
Organization Overview
United Way Of San Antonio And Bexar County Endowment And Legacy Fund is located in San Antonio, TX. The organization was established in 2016. According to its NTEE Classification (P11) the organization is classified as: Single Organization Support, under the broad grouping of Human Services and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. United Way Of San Antonio And Bexar County Endowment And Legacy Fund is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2023, United Way Of San Antonio And Bexar County Endowment And Legacy Fund generated $771.6k in total revenue. This organization has experienced exceptional growth, as over the past 5 years, it has increased revenue by an average of 18.1% each year . All expenses for the organization totaled $77.2k during the year ending 06/2023. While expenses have increased by 12.3% per year over the past 5 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
UNITED WAY OF SAN ANTONIO AND BEXAR COUNTY (UWSA) MAINTAINS AN (SEE SCHEDULE O FOR CONTINUATION) ENDOWMENT AND LEGACY FUND TO BE USED FOR THE BENEFIT AND FURTHERANCE OF THE STRATEGIC WORK OF UWSA.
Describe the Organization's Program Activity:
Part 3 - Line 4a
UWSA ENDOWMENT AND LEGACY FUND ENSURES THAT UNITED WAY PROGRAMS AND SERVICES TO CHILDREN, INDIVIDUALS AND FAMILIES IN OUR COMMUNITY CONTINUE INTO THE FUTURE. A GIFT TO THE ENDOWMENT FUND LEAVES A LEGACY THAT STRENGTHENS OUR COMMUNITY, IMPROVES LIVES, HELPS US LIVE UNITED, AND MAKES AN EVERLASTING IMPACT FOR FUTURE GENERATIONS.UWSA GOALS FOCUS ON CHILDREN WHO ARE HAPPY, HEALTHY AND READY FOR SCHOOL, STUDENTS WHO GRADUATE FROM HIGH SCHOOL AND BECOME SUCCESSFUL ADULTS, SELF-SUFFICIENT INDIVIDUALS AND FAMILIES, AND MEETING RESIDENTS' URGENT AND IMMEDIATE NEEDS.SEE SCHEDULE O FOR CONTINUATION THE ENDOWMENT AND LEGACY FUND'S ROLE IS TO SUPPORT UWSA IN STRATEGICALLY BRINGING TOGETHER THE TIME, TALENT AND TREASURE OF THE PEOPLE OF OUR COMMUNITY TO ADDRESS COMPLEX SOCIAL ISSUES SO WE CAN ALL LIVE UNITED.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Mr Charles E Amato Chairman | OfficerTrustee | 2 | $0 |
Ms Lisa A Friel Secretary/treasurer | OfficerTrustee | 2 | $0 |
Mr Carlos E Alvarez Director | Trustee | 2 | $0 |
Mr William R Klesse Director | Trustee | 2 | $0 |
Mr Christopher Martin President & CEO | Officer | 2 | $0 |
Mr Glenn Lucadou Chief Development Officer | Officer | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $131,950 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $131,950 |
| Total Program Service Revenue | $0 |
| Investment income | $367,555 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $272,140 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $771,645 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $77,235 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $77,235 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $75,700 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $106,250 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $17,682,983 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $17,864,933 |
| Accounts payable and accrued expenses | $24,961 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $24,961 |
| Net assets without donor restrictions | $2,891,869 |
| Net assets with donor restrictions | $14,948,103 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $17,864,933 |