United Way Endowment Fund
ESTABLISHED TO SUPPORT THE UNITED WAY OF CARLISLE AND CUMBERLAND COUNTY
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$3.6M
+7.1% YoY
Annual Giving
$141K
Grant Count
1
Avg Grant Size
$141K
About United Way Endowment Fund
Based on IRS filings
United Way Endowment Fund is a nonprofit organization, based in CARLISLE, PA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $3.6M in total assets. In 2025, it awarded 1 grants totaling $141K. Net investment income was $222K.
Ready to take the next step with United Way Endowment Fund?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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
Open Grants
1 open opportunity from United Way Endowment Fund
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & 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 | — |
Related Funders
Similar funders by location and focus area
The Best Little Cat House in PA
HARRISBURG, PA
Assets
$281K
Grants
0
Total Given
—
The Irene P Sorbara Charitable Foundation
PITTSBURGH, PA
Assets
$2.5M
Grants
2
Total Given
$131K
Penn and Lisa Seiple Conservancy
SUNBURY, PA
Assets
$1.5M
Grants
0
Total Given
—
Daniel M Tabas Family Foundation
HAVERFORD, PA
Assets
$8.0M
Grants
9
Total Given
$86K
John Griner Charitable Trust
PITTSBURGH, PA
Assets
$394K
Grants
1
Total Given
$20K
Shaffer Family Charitable Trust
BETHLEHEM, PA
Assets
$7.1M
Grants
15
Total Given
$610K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with United Way Endowment Fund on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities