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, 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
Open Grants
1 open opportunity from Caldwell County United Fund Inc
Giving History
Grant recipients and amounts by year
No grants recorded for .
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 | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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