2024-03-04T17:49:58-06:00 2023-06-30 541631262 KEITER STEPHENS HURST GARY & SHREAVES 4401 DOMINION BLVD GLEN ALLEN VA 23060 990 2022-07-01 237375346 UNITED WAY OF GREATER RICHMOND & PETERSBURG UNIT 8047715820 7814 CAROUSEL LANE 400 RICHMOND VA 23294 BARBARA COUTO SIPE CHIEF EXECUTIVE OFFICER 8047715820 2024-03-01 1 BARBARA COUTO SIPE 999009999 1 JAYME MIKA P00852731 8047470000 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z BARBARA COUTO SIPE 7814 CAROUSEL LANE 400 RICHMOND VA 23294 16158323 0 X WWW.YOURUNITEDWAY.ORG X 1911 VA OUR MISSION IS TO EMPOWER INDIVIDUALS AND DRIVE SYSTEMIC CHANGE TO PROVIDE EVERYONE WITH A CLEAR PATH TO SUCCESS. WE DELIVER ON OUR MISSION BY LEADING TARGETED INITIATIVES, GRANT MAKING, AND BY MOBILIZING PEOPLE AND WORKPLACES TO GIVE, ADVOCATE, AND VOLUNTEER ACROSS THE GREATER RICHMOND & PETERSBURG REGION. 19 19 45 2248 0 0 21100474 14509316 0 0 640527 456194 925994 1192813 22666995 16158323 18435484 12532099 0 0 2630211 2090973 0 0 1283010 1726154 1566371 22791849 16189443 -124854 -31120 16886120 14760688 8996441 6774796 7889679 7985892 X OUR MISSION IS TO EMPOWER INDIVIDUALS AND DRIVE SYSTEMIC CHANGE TO PROVIDE EVERYONE WITH A CLEAR PATH TO SUCCESS. WE DELIVER ON OUR MISSION BY LEADING TARGETED INITIATIVES, GRANT MAKING, AND BY MOBILIZING PEOPLE AND WORKPLACES TO GIVE, ADVOCATE, AND VOLUNTEER ACROSS THE GREATER RICHMOND & PETERSBURG REGION. 0 0 12532099 12532099 UNITED WAY OF GREATER RICHMOND & PETERSBURG BUILDS COLLABORATIVE SOLUTIONS AND CREATES STRONG ALLIANCES THAT CAN MAKE AN IMPACT TODAY AND IN THE YEARS TO COME. UNITED WAY SERVES THE REGION'S NEIGHBORHOODS AND RURAL AREAS ALIKE, PROVIDING DIRECT SERVICES AND SUPPORTING PARTNERS IN THE CITIES OF RICHMOND, PETERSBURG AND COLONIAL HEIGHTS AS WELL AS THE COUNTIES OF CHARLES CITY, CHESTERFIELD, DINWIDDIE, GOOCHLAND, HANOVER, HENRICO, NEW KENT AND POWHATAN--11 DIFFERENT LOCALITIES IN ALL. UNITED WAY OF GREATER RICHMOND AND PETERSBURG IS ONE OF THE LARGEST NONPROFIT FUNDING ORGANIZATIONS IN THE REGION, INVESTING IN NONPROFIT AGENCIES IN COMMUNITIES THROUGHOUT OUR SERVICE AREA. WE FUND PROGRAMS IN OUR COMMUNITY THAT PROVIDE HELP FOR INDIVIDUALS IN THE MOST NEEDED AREAS. UNITED WAY'S COMMUNITY IMPACT WORK AND FUNDING IS DRIVEN BY OUR STEPS TO SUCCESS MODEL, WHICH ILLUSTRATES KEY MILESTONES ON THE PATH TO SUCCESS: BASIC NEEDS: FOOD, SAFETY & HOUSING; BORN HEALTHY; KINDERGARTEN READINESS; THIRD GRADE READING; MIDDLE SCHOOL ENGAGEMENT; HIGH SCHOOL GRADUATION; COLLEGE/CAREER READINESS; FINANCIAL WELL-BEING; AND CONNECTED & HEALTHY OLDER ADULTS.AS A MAJOR REGIONAL FUNDING ORGANIZATION, UNITED WAY IS UNIQUELY QUALIFIED TO PROVIDE CRITICAL INFORMATION TO COMMUNITY LEADERS AND ORGANIZATIONS. WE HAVE A DEDICATED RESEARCH TEAM THAT STUDIES LOCAL DATA TO TRACK PROBLEMS IN OUR COMMUNITIES AND WORKS WITH PARTNER ORGANIZATIONS TO DEVELOP SOLUTIONS THAT ACTUALLY MOVE THE NEEDLE. 348139 UNITED WAY OF GREATER RICHMOND & PETERSBURG UNDERSTANDS THE EVOLVING NEEDS OF COMMUNITIES IN OUR REGION. WE BRING TOGETHER GOVERNMENT AGENCIES, OTHER NONPROFITS, RELIGIOUS ORGANIZATIONS, SCHOOLS, BUSINESSES AND COMMUNITY MEMBERS TO CREATE COMMUNITY-WIDE SOLUTIONS THAT ELIMINATE THE ROOT CAUSES OF THESE PROBLEMS. WE RUN DEDICATED PROGRAMS, IDENTIFY GAPS OF SERVICE, AND CONNECT INDIVIDUALS WITH KNOWLEDGE AND RESOURCES -- ALL OF WHICH HAS A POSITIVE IMPACT ON THE LIVES OF PEOPLE IN THE COMMUNITY AS WELL AS THE LIVES OF THEIR FAMILY MEMBERS, FRIENDS AND NEIGHBORS. 1224091 IN ADDITION TO THE PROGRAMS WE LEAD AND OUR COMMUNITY INVESTMENTS, WE BRING MEMBERS OF THE COMMUNITY TOGETHER TO VOLUNTEER AND JOIN US IN PROVIDING REAL HELP TO PEOPLE IN NEED. UNITED WAY STRONGLY BELIEVES THAT THE SOCIAL RELATIONSHIPS INTRINSIC TO VOLUNTEER WORK ARE CRITICAL TO INDIVIDUAL AND COMMUNITY WELL-BEING. THE ETHOS OF VOLUNTEERISM IS INFUSED WITH VALUES SUCH AS SOLIDARITY, RECIPROCITY, MUTUAL TRUST, BELONGING AND EMPOWERMENT, ALL OF WHICH CONTRIBUTE SIGNIFICANTLY TO QUALITY OF LIFE OF THE PEOPLE IN OUR REGION. 14104329 1 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 32 0 1 45 1 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X BARBARA COUTO SIPE 8047715820 7814 CAROUSEL LANE SUITE 400 RICHMOND VA 23294 MIKE BRUCE DIRECTOR 1.00 X 0 0 0 CINDY BUCKLER DIRECTOR 1.00 X 0 0 0 THERESA CHAMBLESS DIRECTOR 1.00 X 0 0 0 LARRY COTTRILL DIRECTOR 1.00 X 0 0 0 DONNA CRAVER DIRECTOR 1.00 X 0 0 0 DANIELLE FITZ-HUGH DIRECTOR 1.00 X 0 0 0 TAMMY HORNSBY-FINK DIRECTOR 1.00 X 0 0 0 JACKIE LARKIN DIRECTOR 1.00 X 0 0 0 DEL LIPSCOMBE DIRECTOR 1.00 X 0 0 0 SANDRA ONYIUKE DIRECTOR 1.00 X 0 0 0 ASHANTE SMITH DIRECTOR 1.00 X 0 0 0 KELLY TILL DIRECTOR 1.00 X 0 0 0 SUSAN TRIGGS DIRECTOR 1.00 X 0 0 0 LYNN WHITE DIRECTOR 1.00 X 0 0 0 JONATHAN LEON IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 CORYNNE ARNETT CHAIR 1.00 X X 0 0 0 LAKSHMI ALGAPPAN FIRST VICE CHAIR 1.00 X X 0 0 0 BOBBY COWGILL SECOND VICE CHAIR 1.00 X X 0 0 0 PETER PERKINS TREASURER 1.00 X X 0 0 0 BARBARA COUTO SIPE PRESIDENT & CEO 40.00 X 0 0 0 JAMES L M TAYLOR PRESIDENT & CEO - ENDED 6/30/23 40.00 X 182050 0 15522 ANGELA OTTO VP OF PROGRAMS & ADMIN 40.00 X 117701 0 10842 BRIAN WACHUR VP OF MARKETING & COM 40.00 X 55027 0 4436 AUDREY TRUSSELL VP OF COM IMPACT 40.00 X 34565 0 3224 JOSHUA EPPS VP OF RESOURSE DEVELOPMENT 40.00 X 98555 0 9222 PAUL HUNTER CONTROLLER 40.00 X 79697 0 7752 567595 0 50998 2 0 1 0 0 54862 67000 14387454 105155 14509316 135479 135479 320715 0 320715 320715 320715 FEES - 3RD PARTY PROC. 900099 555582 555582 ENDOWMENT INCOME 900099 549803 549803 MISCELLANEOUS 900099 46208 46208 41220 41220 1192813 16158323 1192813 0 456194 12532099 12532099 664266 74171 304839 285256 1111475 566509 180132 364834 -5000 -5000 199567 95267 22592 81708 120665 45222 31580 43863 14896 14896 343113 81592 58066 203455 192800 69324 54539 68937 11118 5067 327 5724 26471 19527 1356 5588 172855 61882 49437 61536 37065 13269 10601 13195 PROGRAM EXPENSES 452297 452297 EQUIPMENT MAINTENANCE 146645 52220 32083 62342 PRINTING AND PUBLICATIO 52207 13754 38453 SUPPLIES 51856 15161 2362 34333 65048 6968 44294 13786 16189443 14104329 802104 1283010 7315992 5199302 1153465 1055909 192635 345803 37334 33113 526007 383880 164067 142127 6293492 5756339 1712424 1718209 16711 509886 16886120 14760688 154522 57792 6150828 4450707 2691091 2266297 8996441 6774796 X 6527510 6736795 1362169 1249097 7889679 7985892 16886120 14760688 -31120 127333 0 X 0 1 X 1 0 X 16615740 16156621 24234241 21100474 14509316 92616392 16615740 16156621 24234241 21100474 14509316 92616392 92616392 120071 79997 90378 124343 135479 550268 459416 483581 536915 925994 1192813 3598719 96765379 0.95710 0.96550 X 85736 21434 64302 440271 362446 77825 142127 BENEFICIAL INTEREST IN TRUST 1718209 C 1718209 FUNDS HELD FOR OTHERS 14481 FUNDS HELD FOR PENSION TERMINATION 1689939 OPERATING LEASE LIABILITIES 533593 FINANCE LEASE LIABILITIES 28284 2266297 X 6213661 127333 127333 6086328 14896 10057099 10071995 16158323 6117448 0 6117448 14896 10057099 10071995 16189443 PART X, LINE 2: INCOME TAX UNCERTAINTIES: THE ORGANIZATION HAS ADOPTED FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) GUIDANCE RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING THE MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE ORGANIZATION'S FINANCIAL STATEMENTS. IN ACCORDANCE WITH THE GUIDANCE, THE ORGANIZATION DISCLOSES THE EXPECTED FUTURE TAX CONSEQUENCES OF UNCERTAIN TAX POSITIONS PRESUMING THE TAXING AUTHORITIES FULL KNOWLEDGE OF THE FACTS AND THE ORGANIZATION'S POSITION AND RECORDS UNRECOGNIZED TAX BENEFITS OR LIABILITIES FOR KNOWN, OR ANTICIPATED, TAX ISSUES BASED ON THE ORGANIZATION'S ANALYSIS OF WHETHER ADDITIONAL TAXES WOULD BE DUE TO THE AUTHORITIES GIVEN THEIR FULL KNOWLEDGE OF THE TAX POSITION. THE ORGANIZATION ACCRUES INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AS OTHER NONCURRENT LIABILITIES AND RECOGNIZES THE RELATED CHANGES IN THE ORGANIZATION'S ASSESSMENTS AS A COMPONENT OF INCOME TAX EXPENSE. THE ORGANIZATION HAS COMPLETED ITS ASSESSMENT AND DETERMINED THAT THERE WERE NO TAX POSITIONS, WHICH WOULD REQUIRE RECOGNITION UNDER THE GUIDANCE. THE ORGANIZATION IS NOT CURRENTLY UNDER AUDIT BY ANY TAX JURISDICTION. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 10,057,099. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 10,057,099. 1 ADVANCED ENERGY SOLUTIONS 500 FREEMAN AVENUE SUITE 106 CHESAPEAKE VA 23324 N/A 345135 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE AMERIGAS PITTSBURGH P O BOX 371473 PITTSBURGH PA 15250 N/A 8882 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE APPALACHIAN POWER P O BOX 24401 CANTON OH 447014401 N/A 77240 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE ATLANTIC SPRAY SYSTEMS PO BOX 125 LIGHTFOOT VA 23090 N/A 68420 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE B & R OIL COMPANY 12321 MT CROSS ROAD DRY FORK VA 24549 N/A 6000 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE BARC ELECTRIC COOPERATIVE P O BOX 264 MILLBORO VA 24460 501(C)(12) 31446 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE BOISSEAU OIL PO BOX 38088 RICHMOND VA 23231 N/A 6811 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE BUFFALO GAS 409 MAIN STREET BUFFALO NY 14203 N/A 5747 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE CADA COMMUNITY SERVICE CENTER 116 B WEST THIRD STREET ROANOKE RAPIDS NC 27870 501(C)(3) 13000 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE CENTRAL VIRGINIA ELECTRIC COOP P O BOX 247 LOVINGSTON VA 22949 501(C)(12) 88910 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE CITY OF ELIZABETH CITY P O BOX 347 ELIZABETH CITY NC 27907 GOV 7859 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE CITY OF FRANKLIN P O BOX 179 FRANKLIN VA 23851 GOV 17292 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE CITY OF MANASSAS UTILITIES 8500 PUBLIC WORKS DRIVE MANASSAS VA 20110 GOV 8155 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE COLUMBIA GAS P O BOX 910 SMITHFIELD PA 15478 N/A 67448 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE CRIAG-BOTETOURT ELECTRIC COOPERATIVE 26198 CRAIG CREEK ROAD NEW CASTLE VA 24127 501(C)(3) 7735 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE CULPEPER PETROLEUM COOPERATIVE 15297 BRANDY ROAD CULPEPER VA 22701 501(C)(3) 5606 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE D&H CONSTRUCTION SERVICES INC 711 HOSPITAL STREET RICHMOND VA 23219 N/A 305045 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE D MOWRY CONSTRUCTION 5111 B RIVERVIEW ROAD WILLIAMSBURG VA 23188 N/A 19806 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE DAVENPORT ENERGY 7 EDMUNDS STREET SOUTH BOSTON VA 24592 N/A 23455 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE DIVERSIFIED ENERGY NC 409B NORTH MAIN STREET RICH SQUARE NC 27869 N/A 5467 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE DOMINION ENERGY POB25339 5000 DOMINION BOULEVARD GLEN ALLEN VA 23060 N/A 6061383 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE EM GRAY & SON INC 16440 INDUSTRIAL DRIVE MILFORD VA 22514 N/A 6600 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE ENERGY SERVICES 7459 OLD HICKORY DRIVE MECHANICSVILLE VA 23111 N/A 9089 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE FERRELL GAS 3210 RAEFORD ROAD FAYETTEVILLE NC 28303 N/A 6441 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE FREDERICK NORTHUP INC 6658 RICHMOND ROAD WARSAW VA 22572 N/A 7286 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE HAMPTON ROADS COMMUNITY ACTION 2410 WICKHAM AVENUE NEWPORT NEWS VA 23607 501(C)(3) 5074 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE HARDY PETROLEUM 1912 WESTOVER DRIVE DANVILLE VA 24541 N/A 7797 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE HARRISONBURG ELECTRIC COOPERATIVE 89 W BRUCE STREET HARRISONBURG VA 22801 501(C)(3) 53846 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE JERNIGAN OIL & PROPANE 415 MAIN STREET AHOSKIE NC 27910 N/A 8255 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE MECKLENBURG ELEC COOP 11633 VA-92 CHASE CITY VA 23924 501(C)(3) 96347 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE NEWSOM OIL COMPANY INC 1503 WEST TENTH STREET ROANOKE RAPIDS NC 27870 N/A 5808 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE NORTHERN NECK ELECTRIC P O BOX 288 WARSAW VA 22572 501(C)(12) 20423 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE NORTHERN VIRGINIA ELECTRIC COO P O BOX 34795 ALEXANDRIA VA 22334 501(C)(12) 84839 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE PARKER OIL COMPANY 1428 WEST DANVILLE STREET SOUTH HILL VA 23970 N/A 13092 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE PRINCE GEORGE ELECTRIC COOP P O BOX 620 WAVERLY VA 23890 501(C)(12) 26483 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE PROJECT HOMES 88 CARNATION STREET RICHMOND VA 23225 541595851 501(C)(3) 73903 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE QUARLES ENERGY SERVICES 3300 BEULAH SALISBURY DRIVE FREDERICKSBURG VA 22401 N/A 11716 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE RAPPAHANNOCK ELECTRIC COOPERAT P O BOX 34849 ALEXANDRIA VA 22334 501(C)(12) 225021 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE RICHMOND DPU 730 E BROAD STREET RICHMOND VA 23219 GOV 30085 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE ROANOKE ELECTRIC COOPERATIVE P O BOX 1326 AHOSKIE NC 27910 501(C)(12) 46029 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE ROCKBRIDGE FARMERS COOP 33 YELLOW RAIL LANE LEXINGTON VA 24450 501(C)(3) 16852 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE SALVATION ARMY - FREDERICKSBURG 2014-C LAFAYETTE BLVD FREDERICKSBURG VA 22401 501(C)(3) 6000 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE SHENANDOAH VALLEY ELECTRIC P O BOX 236 MT CRAWFORD VA 22841 501(C)(12) 83373 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE SOUTHSIDE ELECTRIC COOP P O BOX 7 CREWE VA 23930 501(C)(12) 135323 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE STEPS INC 225 INDUSTRIAL PARK ROAD FARMVILLE VA 23901 N/A 15019 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE STERLING OIL CO P O BOX 2475 LYNCHBURG VA 24505 N/A 7415 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE THE SALVATION ARMY HAMPTON 5525 RABY ROAD NORFOLK VA 23501 501(C)(3) 10000 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE TIGER FUEL 130 COMMERCE STREET APPOMATTOX VA 24522 N/A 5647 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE TOWN OF BLACKSTONE 100 WEST ELM STREET BLACKSTONE VA 23824 GOV 6319 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE TOWN OF CULPEPER 400 SOUTH MAIN STREET SUITE 109 CULPEPER VA 22701 GOV 26608 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE TOWN OF FRONT ROYAL 101 NORTH FRONT STREET HAMILTON NC 27840 GOV 10000 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE TOWN OF WINDSOR PO BOX 508 WINDSOR NC 27983 GOV 6522 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE VIRGINIA BEACH COMMUNITY DEV 2400 POTTERS ROAD VIRGINIA BEACH VA 23454 GOV 5149 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE VIRGINIA DEPT FOR AGING & REHAB SERVICES 8004 FRANKLIN FARMS DRIVE RICHMOND VA 23229 501(C)(3) 20000 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE VIRGINIA NATURAL GAS P O BOX 5409 CAROLSTREAM IL 601975409 N/A 25606 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE VIRGINIA SUPPORTIVE HOUSING 5008 MONUMENT AVENUE RICH SQUARE VA 23230 541444564 501(C)(3) 6896 0 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR ENERGY SHARE WASHINGTON GAS P O BOX 37747 PHILADELPHIA PA 19101 N/A 59697 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE WILLIAM NICKERSON N/A 5750 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE ACCESS NOW INC 2821 EMERYWOOD PARKWAY RICHMOND VA 23219 261695468 501(C)(3) 25000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES ART 180 114 W MARSHALL STREET RICHMOND VA 23220 541935207 501(C)(3) 25000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES BETTER HOUSING COALITION P O BOX 12117 RICHMOND VA 23241 541479059 501(C)(3) 25000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES BIG BROTHERS BIG SISTERS SERVICES INC 1707 SUMMIT AVENUE SUITE 200 RICHMOND VA 23230 540702502 501(C)(3) 25000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES BOYS & GIRLS CLUBS OF METRO RICHMOND 5511 STAPLES MILL ROAD SUITE 301 RICHMOND VA 23238 540564901 501(C)(3) 110000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES BOYS TO MEN MENTORING NETWORK OF VIRGINIA 12311 STANCROFT ROAD ROCKVILLE VA 23146 272354386 501(C)(3) 25000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES CARITAS P O BOX 25790 RICHMOND VA 23260 541441917 501(C)(3) 25000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES CHESTERFIELD COLONIAL HEIGHTS ALLIANCE FOR SOCIAL MINISTRY PO BOX 1741 CHESTERFIELD VA 23832 541491582 501(C)(3) 25000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES CHILDREN'S HOME SOCIETY OF VIRGINIA 4200 FITZHUGH AVENUE RICHMOND VA 23230 540505884 501(C)(3) 25000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES CHILDSAVERS 200 NORTH 22ND STREET RICHMOND VA 23223 540505927 501(C)(3) 75000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES CIRCLE CENTER ADULT DAY SERVICES 4900 WEST MARSHALL STREET RICHMOND VA 23230 540991287 501(C)(3) 25000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES COMMONWEALTH CATHOLIC CHARITIES 1601 ROLLING HILLS DRIVE HENRICO VA 23229 540505877 501(C)(3) 40000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES COMMUNITIES IN SCHOOLS OF CHESTERFIELD P O BOX 10 CHESTERFIELD VA 23832 460651192 501(C)(3) 65000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES COMMUNITIES IN SCHOOLS OF PETERSBURG 7911 COURTHOUSE WAY NEW KENT VA 23124 540880233 501(C)(3) 25000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES COMMUNITIES IN SCHOOLS OF RICHMOND 2922 WEST MARSHALL STREET 2ND FLOOR RICHMOND VA 23230 541799922 501(C)(3) 50000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES CROSSOVER HEALTHCARE MINISTRY 8600 QUIOCCASIN ROAD SUITE 102 RICHMOND VA 23229 541371067 501(C)(3) 50000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES DAILY PLANET HEALTH SERVICES 517 WEST GRACE STREET RICHMOND VA 23220 540900368 501(C)(3) 32500 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES FAMILY LIFELINE 2325 WEST BROAD STREET RICHMOND VA 23220 540737133 501(C)(3) 260000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES FEED MORE 1415 RHOADMILLER STREET RICHMOND VA 23220 541150923 501(C)(3) 25000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES FRIENDS ASSOCIATION FOR CHILDREN 1004 SAINT JOHN STREET RICHMOND VA 23220 540505899 501(C)(3) 100000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES GOOCHLANDCARES P O BOX 116 GOOCHLAND VA 23063 541967650 501(C)(3) 25000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES GREATER RICHMOND SCAN (STOP CHILD ABUSE NOW) 103 EAST GRACE STREET RICHMOND VA 23219 541584969 501(C)(3) 50000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES HANOVER SAFE PLACE 629A NORTH WASHINGTON HWY ASHLAND VA 23005 311415701 501(C)(3) 45000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES HEALTH BRIGADE 1010 NORTH THOMPSON STREET RICHMOND VA 23230 540927792 501(C)(3) 32500 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES HIGHER ACHIEVEMENT 4009 FITZHUGH AVENUE RICHMOND VA 23230 521383374 501(C)(3) 25000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES HOMEWARD 1125 COMMERCE ROAD RICHMOND VA 23224 050606153 501(C)(3) 50000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES HOUSING FAMILIES FIRST 3900 NINE MILE ROAD HENRICO VA 23223 541995917 501(C)(3) 65000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES HUMANKIND 908 NORTH THOMPSON STREET RICHMOND VA 23230 540346118 501(C)(3) 25000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES JEWISH FAMILY SERVICES P O BOX 17128 RICHMOND VA 23226 540526201 501(C)(3) 50000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES MENTOR VIRGINIA 201 HULL STREET SUITE B RICHMOND VA 23224 541814823 501(C)(3) 25000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES NEXTUP 3409 MOORE STREET RICHMOND VA 23230 474933093 501(C)(3) 25000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES OAR OF RICHMOND INC 3111 WEST CLAY STREET RICHMOND VA 23230 540974305 501(C)(3) 60000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES PARTNERSHIP FOR HOUSING AFFORDABILITY 8975 THREE CHOPT ROAD RICHMOND VA 23229 800099199 501(C)(3) 25000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES PARTNERSHIP FOR THE FUTURE 4521 HIGHWOODS PARKWAY GLEN ALLEN VA 23060 311482889 501(C)(3) 25000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES PETER PAUL DEVELOPMENT CENTER 1708 NORTH 22ND STREET RICHMOND VA 23223 541137164 501(C)(3) 25000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES PROGRESSIVE ADULT REHABILITATION CENTER INC 114 NORTH UNION STREET PETERSBURG VA 23803 540836365 501(C)(3) 25000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES PROJECTHOMES 88 CARNATION STREET RICHMOND VA 23225 541595851 501(C)(3) 25000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES READING AND EDUCATION FOR ADULT DEVELOPMENT INC 4915 RADFORD AVENUE 204 RICHMOND VA 23230 541364885 501(C)(3) 25000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES REAL LIFE PO BOX 27372 RICHMOND VA 27372 371797980 501(C)(3) 25000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES SACRED HEART CENTER INC 1400 PERRY STREET RICHMOND VA 23224 541590419 501(C)(3) 50000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES SENIOR CONNECTIONS 24 EAST CARY STREET RICHMOND VA 23219 540950714 501(C)(3) 25000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES SOAR365 (FORMERLY GREATER RICHMOND ARC) 3600 SAUNDERS AVENUE RICHMOND VA 23227 540629691 501(C)(3) 75000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES SOUTH RICHMOND ADULT DAY CARE CENTER 1500 HULL STREET RICHMOND VA 23224 510163293 501(C)(3) 25000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES SOUTHSIDE COMMUNITY DEVELOPMENT HOUSING CORPORATION 1624 HULL STREET RICHMOND VA 23224 541480544 501(C)(3) 35000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES ST JOSEPH'S VILLA 8000 BROOK ROAD RICHMOND VA 23227 540505950 501(C)(3) 50000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES THE LITERACY LAB 2920 WEST BROAD STREET SUITE 111 RICHMOND VA 23230 271777117 501(C)(3) 65000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES THE SALVATION ARMY 2 WEST GRACE STREET RICHMOND VA 23220 580660607 501(C)(3) 55000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES THRIVE VIRGINIA PO BOX 208 NEW KENT VA 23124 540880233 501(C)(3) 55000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES VIRGINIA DENTAL ASSOCIATION FOUNDATION 3460 MAYLAND COURT SUITE 110 RICHMOND VA 23454 541821602 501(C)(3) 25000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES VIRGINIA HOME FOR BOYS & GIRLS 8716 W BROAD STREET HENRICO VA 23294 540506330 501(C)(3) 25000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES VIRGINIA LISC 413 STUART CIRCLE RICHMOND VA 23220 133030229 501(C)(3) 30000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES VIRGINIA SUPPORTIVE HOUSING 5008 MONUMENT AVENUE RICHMOND VA 23230 541444564 501(C)(3) 40000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES YMCA OF GREATER RICHMOND 2 WEST FRANKLIN STREET 2ND FLOOR RICHMOND VA 23220 540505986 501(C)(3) 75000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES YWCA RICHMOND 6 NORTH 5TH STREET RICHMOND VA 23219 540506493 501(C)(3) 135000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES 75 36 PART I, LINE 2: WE BELIEVE IN COMPREHENSIVE SOLUTIONS TO COMBAT OUR REGION'S MOST PRESSING ISSUES. THROUGH OUR STEPS TO SUCCESS GRANTS, LOCAL NONPROFIT AGENCIES CAN APPLY FOR FUNDING TO HELP US REACH A COMMON GOAL OF BETTERING OUR COMMUNITIES. EVERY PROGRAM FUNDED THROUGH A STEPS TO SUCCESS GRANT IS MONITORED, EVALUATED AND MEASURED FOR EFFECTIVENESS. IN THIS WAY, UNITED WAY VALIDATES THAT INVESTMENTS GET RESULTS AND MAKE A DIFFERENCE WHERE IT MATTERS MOST. THE ORGANIZATIONS THAT RECEIVED $5,000 OR MORE ARE LISTED ABOVE. UNITED WAY RELIES ON VOLUNTEERS TO SUPPORT THE FUNDING PROCESS. THE COMMUNITY IMPACT COUNCIL IS STAFFED BY A GROUP OF DEDICATED VOLUNTEERS. THE COMMUNITY IMPACT COUNCIL, A SUB-COMMITTEE OF UNITED WAY'S BOARD OF DIRECTORS, UNDERSTANDS BOTH UNITED WAY'S STRATEGIC FRAMEWORK AND THE EVER-CHANGING NEEDS OF THE REGION. THE GROUP REVIEWS DATA, RESEARCH AND BEST PRACTICES AND MAINTAIN PERIODIC CONTACT WITH FUNDED PROGRAMS AND AGENCIES. THE COMMUNITY IMPACT COUNCIL IS RESPONSIBLE FOR HOLDING MONTHLY MEETINGS TO MONITOR AND ASSESS COMMUNITY AND HUMAN SERVICE NEEDS AND MAKING RECOMMENDATIONS THAT ENABLE UNITED WAY TO EFFECTIVELY ALLOCATE RESOURCES. FUNDING IS MADE POSSIBLE THROUGH THE GENEROUS GIFTS FROM DONORS WHO GIVE THROUGH WORKPLACE CAMPAIGNS OR MAKE INDIVIDUAL GIFTS. X X X 0 0 0 0 0 0 0 0 0 JAMES L M TAYLOR PRESIDENT & CEO - ENDED 6/30/23 182050 0 0 0 0 0 0 0 15522 0 197572 0 0 0 X 11 105155 NYSE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT OF THE FORM 990 IS PROPOSED TO THE AUDIT COMMITTEE BY MANAGEMENT. ONCE THE AUDIT COMMITTEE APPROVES IT, THE FORM 990 IS DISTRIBUTED TO THE BOARD OF DIRECTORS FOR REVIEW. AFTER REVIEW BY THE BOARD OF DIRECTORS, THE FORM 990 IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C UNITED WAY'S CONFLICT OF INTEREST POLICY IS GIVEN TO ALL NEW EMPLOYEES AND DIRECTORS DURING THEIR ORIENTATION. THEY ARE REQUIRED TO SIGN THE POLICY ACKNOWLEDGING THAT THEY RECEIVED IT. BOTH THE DIRECTORS AND EMPLOYEES ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY WHICH IS REGULARLY AND CONSISTENTLY MONITORED AND ENFORCED FOR BOTH DIRECTORS AND EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 15 BOARD OF DIRECTORS LEADERSHIP DETERMINES THE CEO'S AND OTHER KEY EMPLOYEES' COMPENSATION. THE CEO AND OTHER KEY EMPLOYEE COMPENSATION IS REVIEWED ANNUALLY. THIS COMMITTEE REVIEWS MARKET DATA TO ENSURE THAT THE COMPENSATION LEVELS ARE IN LINE WITH THE MARKET AND OTHER SIMILAR ORGANIZATIONS. THE ORGANIZATION ALSO HAS AN INDEPENDENT COMPENSATION STUDY PERFORMED EVERY THREE TO FIVE YEARS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.