United Way Endowment Fund
ESTABLISHED TO SUPPORT THE UNITED WAY OF CARLISLE AND CUMBERLAND COUNTY
Financial Overview
From 2025 IRS Form 990-PF
Total Assets
$3.6M
+7.1% YoY
Annual Giving
$141K
Grant Count
1
Avg Grant Size
$141K
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $3,592,557 | $3,353,133 | $3,104,040 |
| Revenue | $240,135 | $100,933 | $95,962 |
| Expenses | $165,570 | $158,774 | $147,762 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $222,335 | $67,738 | $80,962 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
Grant Size Distribution
3 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does United Way Endowment Fund fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| IVO OTTO | COMMITTEE MEMBER | 1 | — |
| DAVID METZ | COMMITTEE MEMBER | 1 | — |
| KELLY MURRAY | COMMITTEE MEMBER | 1 | — |
| JANE BURKE | COMMITTEE CHAIR | 1 | — |
| MELISSA KELSO | COMMITTEE MEMBER | 1 | — |
| WILLIAM KEEN | COMMITTEE MEMBER | 1 | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Pennsylvania $379K (100%)
States
Cities
Carlisle
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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