Caldwell County United Fund Inc
THE ORGANIZATIONS MISSION IS TO RAISE FUNDS THROUGH AN ANNUAL FUNDRAISING DRIVE AND DISTRIBUTE THE FUNDS TO PARTICIPATING AGENCIES THAT PROVIDE COMMUNITY AND PUBLIC HEALTH
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$597K
+26.1% YoY
Annual Giving
$235K
+12.7% YoY
Grant Count
11
+22.2% YoY
Avg Grant Size
$21K
-7.8% YoY
About Caldwell County United Fund Inc
Based on IRS filings
Caldwell County United Fund Inc is a nonprofit organization focused on Children and youth, based in LENOIR, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $597K in total assets. In 2024, it awarded 11 grants totaling $235K. Net investment income was $8K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $596,931 | $473,223 | $481,594 |
| Revenue | $354,796 | $395,216 | $402,782 |
| Expenses | $425,593 | $403,993 | $403,212 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $8,359 | $626 | $40 |
| 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 10 recipients in 2024
Grant Size Distribution
54 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include South Caldwell Christian Ministries ($50,000), Shelter Home of Caldwell County ($40,000), Lenoir Soup Kitchen ($29,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN RED CROSS LENOIR, NC | Fire or disaster assistance | $10,000 |
| CALDWELL COUNTY 4-H LENOIR, NC | Fund 4H youth programs | $10,000 |
| CALDWELL FRIENDS LENOIR, NC | Operations | $13,500 |
| CALDWELL COMMUNITIES IN SCHOOLS LENOIR, NC | Prevent and support at risk students | $25,500 |
| DSS-CALDWELL CO EMERGENCY ASSIST LENOIR, NC | Emergency issues for low income families | $25,000 |
| LENOIR SOUP KITCHEN LENOIR, NC | Food for hungry | $29,000 |
| PIEDMONT COUNCIL - BOY SCOUTS GASTONIA, NC | Scholarships to camp, materials & training | $10,000 |
| SHELTER HOME OF CALDWELL COUNTY LENOIR, NC | Shelter for women & families | $40,000 |
| SOUTH CALDWELL CHRISTIAN MINISTRIES GRANITE FALLS, NC | Food for needy | $50,000 |
| CALDWELL COUNCIL OF ADOLESCENT HEALTH LENOIR, NC | Reduce teen fertility & STDs | $15,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JESSE TRIVETTE | PRESIDENT | 1 | — |
| JAMIE WILLIS | EXECUTIVE DIRECTOR | 40 | $68,050 |
| KAITLYN CRAWFORD | CAMPAIGN CHAIR | 1 | — |
| JON BLAIR | TREASURER | 1 | — |
| JUSTIN BARBER | DIRECTOR | 1 | — |
| ALLISON BUTLER | DIRECTOR | 1 | — |
| HANNAH MORRISON | DIRECTOR | 1 | — |
| WILLIAM ROMERO | DIRECTOR | 1 | — |
| HANNAH ROMERO | DIRECTOR | 1 | — |
| SUSAN STRAWN | DIRECTOR | 1 | — |
| TIASHA TAYLOR | DIRECTOR | 1 | — |
| KRISTY MONEY | DIRECTOR | 1 | — |
| ANDREW ORTIZ | DIRECTOR | 1 | — |
| BRIANNA WERT | DIRECTOR | 1 | — |
| SARA WERT | DIRECTOR | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Caldwell County United Fund Inc?
Caldwell County United Fund Inc is a nonprofit organization focused on Children and youth, based in LENOIR, NC. It holds $597K in total assets as of 2024.
How large is Caldwell County United Fund Inc?
As of 2024, Caldwell County United Fund Inc holds $597K in total assets with $355K in annual revenue. It awarded 11 grants totaling $235K in 2024.
Where does Caldwell County United Fund Inc operate?
Caldwell County United Fund Inc has awarded grants in North Carolina.
What size grants does Caldwell County United Fund Inc award?
In 2024, Caldwell County United Fund Inc awarded 11 grants totaling $235K — an average of about $21K per grant, based on its IRS Form 990 filings.
What is Caldwell County United Fund Inc's EIN?
Caldwell County United Fund Inc's EIN (Employer Identification Number) is 56-6067038. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Caldwell County United Fund Inc's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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