2022-12-14T12:48:53-06:00 2022-06-30 541631262 KEITER STEPHENS HURST GARY & SHREAVES 4401 DOMINION BLVD GLEN ALLEN VA 23060 990 2021-07-01 237375346 UNITED WAY OF GREATER RICHMOND & PETERSBURG UNIT 8047715820 7814 CAROUSEL LANE 400 RICHMOND VA 23294 ANGELA OTTO INTERIM CHIEF EXECUTIVE OFFICER 8047715820 2022-12-13 1 ANGELA OTTO 999009999 JAYME MIKA P00852731 8047470000 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z ANGELA OTTO 7814 CAROUSEL LANE 400 RICHMOND VA 23294 22685809 0 X WWW.YOURUNITEDWAY.ORG X 1911 VA WE BELIEVE THAT EVERY INDIVIDUAL, PARTICULARLY THOSE WHO FACE LONGSTANDING DISADVANTAGES, DESERVES TO BE SUPPORTED ALONG THE PATH TO SUCCESS. 19 19 47 1500 0 0 24234241 21100474 0 0 326761 640527 536915 925994 25097917 22666995 17830153 18435484 0 0 2882033 2630211 0 0 1417234 2177265 1726154 22889451 22791849 2208466 -124854 22084663 16886120 12634410 8996441 9450253 7889679 X WE BELIEVE THAT EVERY INDIVIDUAL, PARTICULARLY THOSE WHO FACE LONGSTANDING DISADVANTAGES, DESERVES TO BE SUPPORTED ALONG THE PATH TO SUCCESS. 0 0 18435484 18435484 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. 2241827 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. 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. 20677311 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 24 0 1 47 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 ANGELA OTTO 8047715820 7814 CAROUSEL LANE SUITE 400 RICHMOND VA 23294 PHILIP AVANT 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 BOBBY COWGILL 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 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 JAMES JL STEGMAIER INTERMEDIATE PAST CHAIR 1.00 X X 0 0 0 JONATHAN LEON CHAIR 1.00 X X 0 0 0 CORYNNE ARNETT FIRST VICE CHAIR 1.00 X X 0 0 0 LAKSHMI ALGAPPAN SECOND VICE CHAIR 1.00 X X 0 0 0 PETER PERKINS TREASURER 1.00 X X 0 0 0 JAMES L M TAYLOR PRESIDENT & CEO 40.00 X 177451 0 10758 DANIEL KEARNS COO - ENDED 6/30/21 40.00 X 70434 0 2461 BRIAN WACHUR VP OF MARKETING & COM - ENDED 6/15/22 40.00 X 102500 0 4936 ANGELA OTTO VP OF PROGRAMS & ADMIN 40.00 X 104074 0 4936 AUDREY TRUSSELL VP OF COM IMPACT - ENDED 4/21/22 40.00 X 94627 0 4936 549086 0 28027 3 0 1 0 0 25835 646778 20427861 151061 21100474 124343 124343 534998 18814 516184 516184 516184 FEES - 3RD PARTY PROC. 900099 591096 591096 ENDOWMENT INCOME 900099 244067 244067 FEES - DONOR DESIGNATIONS 900099 69974 69974 20857 20857 925994 22666995 925994 0 640527 18435484 18435484 577115 126816 175863 274436 1395443 830338 185770 379335 193117 95593 38945 58579 333547 174095 46628 112824 130989 60167 24601 46221 35290 35290 445557 171700 49346 224511 194160 105443 24102 64615 7958 3497 260 4201 11587 6612 2227 2748 294828 145940 59457 89431 47563 23544 9592 14427 PROGRAM EXPENSES 407096 407096 EQUIPMENT MAINTENANCE 136580 65485 28391 42704 PRINTING AND PUBLICATIO 94046 4077 300 89669 SUPPLIES 22997 14332 2303 6362 28492 7092 14229 7171 22791849 20677311 697304 1417234 10206508 7315992 1416535 1153465 70476 192635 29890 37334 510881 346814 208143 164067 5128910 6293492 5007490 1712424 16711 16711 22084663 16886120 196773 154522 11550188 6150828 387447 500002 2691091 12634410 8996441 X 8067001 6527510 1383252 1362169 9450253 7889679 22084663 16886120 -124854 -1435720 0 X 0 1 X 1 0 X 17762911 16615740 16156621 24234241 21100474 95869987 17762911 16615740 16156621 24234241 21100474 95869987 95869987 106818 120071 79997 90378 124343 521607 495285 459416 483581 536915 925994 2901191 99292785 0.96550 0.96480 X 85736 12860 72876 425145 333954 91191 164067 BENEFICIAL INTEREST IN TRUST 1712424 C 1712424 FUNDS HELD FOR OTHERS 28464 FUNDS HELD FOR PENSION TERMINATION 2662627 2691091 X 5640501 -1435720 -1435720 7076221 35290 15555484 15590774 22666995 7201075 0 7201075 35290 15555484 15590774 22791849 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 15,555,484. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 15,555,484. 1 ADVANCED ENERGY SOLUTIONS 500 FREEMAN AVENUE SUITE 106 CHESAPEAKE VA 23324 N/A 242324 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE ALBEMARLE ELECTRIC MEMBERSHIP P O BOX 69 HERTFORD NC 27944 560475840 501(C)(12) 12221 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE AMERIGAS PITTSBURGH P O BOX 371473 PITTSBURGH PA 15250 N/A 19886 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE APAH 4318 N CARLIN SPRINGS ROAD ARLINGTON VA 22203 N/A 25000 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE APPALACHIAN POWER P O BOX 24401 CANTON OH 447014401 N/A 94659 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE ATLANTIC SPRAY SYSTEMS PO BOX 125 LIGHTFOOT VA 23090 N/A 130592 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE BAKER GAS COMPANY PO BOX 790 WILLIAMSTON NC 27892 N/A 7923 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE BARC ELECTRIC COOPERATIVE P O BOX 264 MILLBORO VA 24460 540130127 501(C)(12) 48806 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE BOISSEAU OIL PO BOX 38088 RICHMOND VA 23231 N/A 5087 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE CAPE HATTERAS ELECTRIC COOPERA PO BOX 9 BUXTON NC 27920 501(C)(12) 6508 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE CENTRAL VIRGINIA ELECTRIC COOP P O BOX 247 LOVINGSTON VA 22949 540164798 501(C)(12) 67069 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE CITY OF ELIZABETH CITY P O BOX 347 ELIZABETH CITY NC 27907 GOV 13728 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE CITY OF FRANKLIN P O BOX 179 FRANKLIN VA 23851 GOV 59254 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE CITY OF MANASSAS UTILITIES 8500 PUBLIC WORKS DRIVE MANASSAS VA 20110 GOV 11695 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE COLUMBIA GAS P O BOX 910 SMITHFIELD PA 15478 N/A 79556 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE COMMUNITY ELECTRIC COOPERATIVE PO BOX 267 WINDSOR VA 23487 540178963 501(C)(12) 6546 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE D MOWRY CONSTRUCTION 5111 B RIVERVIEW ROAD WILLIAMSBURG VA 23188 N/A 77081 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE DAVENPORT ENERGY 7 EDMUNDS STREET SOUTH BOSTON VA 24592 N/A 19292 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE DIVERSIFIED ENERGY NC 409B NORTH MAIN STREET RICH SQUARE NC 27869 N/A 9560 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE DOMINION ENERGY POB25339 5000 DOMINION BOULEVARD GLEN ALLEN VA 23060 N/A 7845119 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE FERRELL GAS 3210 RAEFORD ROAD FAYETTEVILLE NC 28303 N/A 8656 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE FREDERICK NORTHUP INC 6658 RICHMOND ROAD WARSAW VA 22572 N/A 9499 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE GOOD SHEPHARD HOUSING 8305 RICHMOND HIGHWAY 17B ALEXANDRIA VA 22309 237447962 501(C)(3) 28460 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE GROVE CHRISTIAN OUTREACH 8800 POCAHONTAS TRAIL WILLIAMSBURG VA 23185 270077733 501(C)(3) 38796 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE HABITAT FOR HUMANITY PENINSULA 11011 WARWICK BLVD NEWPORT NEWS VA 23601 521431619 501(C)(3) 75000 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE HALIFAX ELECTRIC MEMBERSHIP CO PO BOX 667 ENFIELD NC 27823 N/A 6651 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE HARRISONBURG ELECTRIC COMMISSI 89 WEST BRUCE STREET HARRISONBURG VA 22801 N/A 32811 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE JERNIGAN OIL & PROPANE 415 MAIN STREET AHOSKIE NC 27910 N/A 8757 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE LOCAL ENERGY ACTION PROGRAM (L 608 RIDGE STREET CHARLOTTESVILLE VA 22902 N/A 10462 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE LOUDOUN HABITAT 700 FIELDSTONE DRIVE SUITE 128 LEESBURG VA 20176 541666448 501(C)(3) 9121 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE MECKLENBURG ELEC COOP 11633 VA-92 CHASE CITY VA 23924 N/A 112530 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE NEWSOM OIL COMPANY INC 1503 WEST TENTH STREET ROANOKE RAPIDS NC 27870 N/A 8378 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE NEXANT INC DEPT CH 16356 PALATINE IL 60038 N/A 116810 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE NORTHERN NECK ELECTRIC P O BOX 288 WARSAW VA 22572 540322350 501(C)(12) 30131 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE NORTHERN VIRGINIA ELECTRIC COO P O BOX 34795 ALEXANDRIA VA 22334 540346923 501(C)(12) 95374 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE PRINCE GEORGE ELECTRIC COOP P O BOX 620 WAVERLY VA 23890 540346866 501(C)(12) 30094 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE PROJECT HOMES 88 CARNATION STREET RICHMOND VA 23225 541595851 501(C)(3) 50686 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE QUARLES ENERGY SERVICES 3300 BEULAH SALISBURY DRIVE FREDERICKSBURG VA 22401 N/A 15186 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE RAPPAHANNOCK ELECTRIC COOPERAT P O BOX 34849 ALEXANDRIA VA 22334 541135340 501(C)(12) 289452 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE REBUILDING TOGETHER RICHMOND 3500 PATTERSON AVENUE RICHMOND VA 23221 541652359 501(C)(3) 65979 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE REED GAS 404 NC HIGHWAY 345 MANTEO NC 27954 N/A 9643 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE RICHMOND DPU 730 E BROAD STREET RICHMOND VA 23219 N/A 14248 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE RICHMOND HABITAT FOR HUMANITY 2281 DABNEY ROAD SUITE A RICHMOND VA 23230 541385198 501(C)(3) 5900 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE ROANOKE ELECTRIC COOPERATIVE P O BOX 1326 AHOSKIE NC 27910 560378505 501(C)(12) 69285 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE ROCKBRIDGE FARMERS COOP 33 YELLOW RAIL LANE LEXINGTON VA 24450 501(C)(12) 14962 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE SHENANDOAH VALLEY ELECTRIC P O BOX 236 MT CRAWFORD VA 22841 540377465 501(C)(12) 72570 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE SOUTHEAST VA COMMUNITY FOUNDAT 1435 CROSSWAYS BLVD SUITE 300 CHESAPEAKE VA 23320 272529017 501(C)(3) 64150 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE SOUTHSIDE ELECTRIC COOP P O BOX 7 CREWE VA 23930 540387895 501(C)(12) 140516 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE STERLING OIL CO P O BOX 2475 LYNCHBURG VA 24505 N/A 13943 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE THE SALVATION ARMY HAMPTON 5525 RABY ROAD NORFOLK VA 23501 501(C)(3) 19834 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE TOWN OF BLACKSTONE 100 WEST ELM STREET BLACKSTONE VA 23824 GOV 8362 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE TOWN OF CULPEPER 400 SOUTH MAIN STREET SUITE 109 CULPEPER VA 22701 GOV 15381 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE TOWN OF ROBERSONVILLE 114 SOUTH MAIN STREET ROBERSONVILLE NC 27871 GOV 5057 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE TOWN OF WINDSOR PO BOX 508 WINDSOR NC 27983 GOV 6389 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE VIRGINIA BEACH COMMUNITY DEV 2400 POTTERS ROAD VIRGINIA BEACH VA 23454 541378797 501(C)(3) 142585 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE VIRGINIA NATURAL GAS P O BOX 5409 CAROLSTREAM IL 601975409 N/A 26458 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE WASHINGTON GAS P O BOX 37747 PHILADELPHIA PA 19101 N/A 41364 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE WOODFIN OIL CO PO BOX 277 MECHANICSVILLE VA 23111 N/A 9094 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) 135000 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 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) 100000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES CIRCLE CENTER ADULT DAY SERVICES 4900 WEST MARSHALL STREET RICHMOND VA 23230 540991287 501(C)(3) 35000 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 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) 390000 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) 115000 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 GOODWILL OF CENTRAL AND COASTAL VIRGINIA 6301 MIDLOTHIAN TURNPIKE RICHMOND VA 23225 540455395 501(C)(3) 50000 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) 25000 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 HOMEAGAIN P O BOX 5222 RICHMOND VA 23220 541159513 501(C)(3) 30000 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) 70000 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 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 PATHWAYS-VA INC 1200 WEST WASHINGTON STREET PETERSBURG VA 23803 541868900 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) 50000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES PRESBYTERIAN HOMES & FAMILY SERVICES INC DBA HUMANKIND 908 NORTH THOMPSON STREET RICHMOND VA 23230 540346118 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 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) 50000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES SIDE BY SIDE VA INC P O BOX 26442 RICHMOND VA 23261 541572424 501(C)(3) 50000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES SMART BEGINNINGS GREATER RICHMOND 919 EAST MAIN STREET SUITE 1700 RICHMOND VA 23219 510252958 501(C)(3) 25000 0 DONOR DIRECT FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES SMART BEGINNINGS SOUTHEAST 209 EAST CAWSON STREET HOEPWELL VA 23860 472749435 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) 95000 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 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SALVATION ARMY - FREDERICKSBURG PO BOX 179 FREDERICKSBURG VA 22404 501(C)(3) 6000 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE TOWN OF FRONT ROYAL PO BOX 1560 FRONT ROYAL VA 22630 GOV 13000 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE VIRGINIA DEPT FOR AGING 8004 FRANKLIN FARMS DRIVE HENRICO VA 23229 501(C)(3) 20000 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE VIRGINIA HISPANIC CHAMBER OF COMMERCE 10700 MIDLOTHIAN TURNPIKE SUITE 200 RICHMOND VA 23235 N/A 7500 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE VIRGINIA SUPPORTIVE HOUSING 8002 DISCOVERY DRIVE SUITE 201 RICHMOND VA 23226 541444564 501(C)(3) 5421 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE WALDEN MECHANICAL LLC 106 PLEASANT RIDGE COURT SUFFOLK VA 23435 N/A 9030 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE WILLIAM NICKERSON 5240 PINE CREST AVENUE RICHMOND VA 23225 N/A 7500 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE YESUSA TRANSFORMATIONAL CITIES 1005 FITCHETT STREET CHESAPEAKE VA 23467 N/A 5789 0 DONOR DIRECTS FUNDS(DESIGNATIONS) FOR ENERGY SHARE 91 40 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 177451 0 0 0 0 0 0 0 10758 0 188209 0 0 0 X 10 151061 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.