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
Caldwell County United Fund Inc at a glance
In short: Caldwell County United Fund Inc gave $176K across 7 grants in 2025 (avg $25K), mostly in North Carolina. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $176,000
- -25.1% vs 2024
- Grants made (2025)
- 7
- -36.4% vs 2024
- Average grant
- $25,143
- +17.7% vs 2024
- Median grant
- $25,000
- Total assets
- $880,067
- +47.4% vs 2024
- Primary geography
- North Carolina (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who Caldwell County United Fund Inc funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was South Caldwell Christian Ministries ($45K). Together the top 7 received $176K.
Grant Size Distribution
45 grants across all recorded years
The most common grant size was under $50K: 42 grants of 45 (93%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
States
Cities
How Caldwell County United Fund Inc gives
- Giving held roughly steady from 2022 to 2025 (−10%). Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $143K (2021) to $327K (2020). In 2025 it made 7 grants totaling $176K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| South Caldwell Christian Ministries Granite Falls, NC | 0 | $45,000 |
| Lenoir Soup Kitchen Lenoir, NC | 0 | $29,000 |
| Caldwell Communities in Schools Lenoir, NC | 0 | $25,000 |
| DSS-Caldwell Co Emergency Assist Lenoir, NC | 0 | $25,000 |
| Shelter Home of Caldwell County Lenoir, NC | 0 | $25,000 |
| WPCOG 0 Area on Aging Hickory, NC | 0 | $20,000 |
| Caldwell County 4-H Lenoir, NC | 0 | $7,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $880,067 | $829,645 | $520,734 | $176,000 | 7 | $4,007 |
| 2024 | $596,931 | $354,796 | $425,593 | $235,000 | 11 | $8,359 |
| 2023 | $473,223 | $395,216 | $403,993 | $208,500 | 9 | $626 |
| 2022 | $481,594 | $402,782 | $403,212 | $196,000 | 9 | $40 |
| 2021 | $482,578 | $404,892 | $341,470 | $143,260 | 9 | $2,204 |
| 2020 | $424,985 | $441,409 | $531,044 | $326,888 | 16 | $317 |
About Caldwell County United Fund Inc
Based on IRS filings
Caldwell County United Fund Inc is a public charity focused on Children and youth, based in Lenoir, NC. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $880K in total assets. In 2025, it awarded 7 grants totaling $176K. Net investment income was $4K.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Caldwell County United Fund Inc is led by Jamie Willis, Executive Director on every filing since 2020; 1 of 12 officers listed in 2025 is compensated.
Officers on the 2025 filing
Jamie Willis
Executive Director
On filings since 2020
40 hrs/week
$58K (2020) → $68K (2025)
Sara Wert
President
Director → President, 2025
On filings since 2021
1 hr/week
No compensation reported
Brianna Wert
Director
On filings since 2023
1 hr/week
No compensation reported
Hannah Romero
Director
On filings since 2023
1 hr/week
No compensation reported
Andrew Ortiz
Director
On filings since 2024
1 hr/week
No compensation reported
Hannah Morrison
Director
On filings since 2024
1 hr/week
No compensation reported
Justin Barber
Director
On filings since 2024
1 hr/week
No compensation reported
Susan Strawn
Director
On filings since 2024
1 hr/week
No compensation reported
William Romero
Director
On filings since 2024
1 hr/week
No compensation reported
Lindsay Cox
Director
New on the 2025 filing
5 hrs/week
No compensation reported
Taisha Taylor
Director
New on the 2025 filing
1 hr/week
No compensation reported
Jon Blair
Treasurer
On filings since 2020
1 hr/week
No compensation reported
Former officers (15)
- Former: Jesse Trivette (2020–2024) — President
- Former: Kaitlyn Crawford (2021–2024) — Campaign Chair
- Former: Allison Butler (2024) — Director
- Former: Kristy Money (2024) — Director
- Former: Tiasha Taylor (2024) — Director
- Former: Cherie Messer (2020–2023) — Director
- Former: Mary Kincaid (2020–2023) — Director
- Former: Anna Martin (2021–2023) — Director
- Former: Angie Crump (2020–2022) — Director
- Former: Mitchell Laws (2020–2022) — Director
- Former: Elizabeth Norris (2020–2021) — Director
- Former: Rebecca Hall (2020–2021) — Director of Finance & Marketing
- Former: Brian Foster (2020) — Director & Campaign Chair
- Former: Jill Duffy (2020) — Director
- Former: Rocky Brooks (2020) — Director
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $68K, to Jamie Willis (Executive Director).
Frequently asked questions about Caldwell County United Fund Inc
How much does Caldwell County United Fund Inc give each year?
Caldwell County United Fund Inc gave $176K across 7 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $235K across 11 grants.
What is Caldwell County United Fund Inc's typical grant size?
Caldwell County United Fund Inc's median grant in 2025 was $25,000, and its average grant was $25,143, across 7 grants on its 2025 IRS Form 990.
Where does Caldwell County United Fund Inc give grants?
Caldwell County United Fund Inc gives mostly in North Carolina: 100% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The most frequent recipient cities were Lenoir, NC (5 grants).
Does Caldwell County United Fund Inc give general operating support?
Not in 2025: none of the 7 grants with a stated purpose on Caldwell County United Fund Inc's 2025 IRS Form 990 were described as general or operating support. Recurring purposes include "0" (7 grants).
Who are Caldwell County United Fund Inc's largest grantees?
Caldwell County United Fund Inc's largest 2025 grantees include South Caldwell Christian Ministries ($45,000), Lenoir Soup Kitchen ($29,000) and Caldwell Communities in Schools ($25,000), according to its 2025 IRS Form 990. Together they received 56% of its itemized 2025 grant dollars.
How large is Caldwell County United Fund Inc?
Caldwell County United Fund Inc reported $880K in total assets on its 2025 IRS Form 990. Its revenue that year was $830K.
What is Caldwell County United Fund Inc?
Caldwell County United Fund Inc is a public charity focused on Children and youth, based in Lenoir, NC. It holds $880K in total assets as of 2025.
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS April 26, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS November 14, 2021)
- Updated Form 990 for fiscal year 2022 (received by the IRS April 27, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS February 2, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS May 29, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS May 15, 2026)
- IRS filings on file for fiscal years 2020–2024
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