2019-12-16T15:05:59-06:00 2019-06-30 541631262 KEITERSTEPHENSHURSTGARY & SHREAVESPC 4401 DOMINION BLVD GLEN ALLEN VA 23060 990 2018-07-01 237375346 UNITED WAY OF GREATER RICHMOND & PETERSBURG UNIT 8047715820 2001 MAYWILL STREET RICHMOND VA 23230 JAMES L M TAYLOR CHIEF EXECUTIVE OFFICER 8047715820 2019-12-16 1 JOHN E KENT P01076641 8047470000 184.80.4.98 2019-12-16 13:33:51 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 F05AA6CF05C69636E8EBACA28AC64F735A92FF89 2018 2020-04-17 16:48:07Z JAMES L M TAYLOR 2001 MAYWILL STREET RICHMOND VA 23230 17487136 0 X WWW.YOURUNITEDWAY.ORG X 1911 VA WE EMPOWER INDIVIDUALS AND DRIVE SYSTEMIC CHANGE TO PROVIDE EVERYONE WITH A CLEAR PATH TO SUCCESS. 22 22 48 1500 0 0 17762911 16615740 0 0 298462 411980 495285 459416 18556658 17487136 13629057 14942295 0 0 2730022 2834901 0 0 1558291 1665458 1518436 18024537 19295632 532121 -1808496 12653388 12027774 4571586 5677098 8081802 6350676 WE EMPOWER INDIVIDUALS AND DRIVE SYSTEMIC CHANGE TO PROVIDE EVERYONE WITH A CLEAR PATH TO SUCCESS. 0 0 4259812 4259812 UNITED WAY OF GREATER RICHMOND & PETERSBURG USES ITS STEPS TO SUCCESS MODEL AND PROVIDES TECHNICAL ASSISTANCE AND OUTCOME-FOCUSED FUNDING TO MORE THAN 40 HIGH-PRIORITY, EFFECTIVE NON-PROFIT PROGRAMS THAT SERVE INDIVIDUALS AND FAMILIES ACROSS THE GREATER RICHMOND AND PETERSBURG REGION. TOGETHER, WE WORK TO BUILD COLLABORATIVE SOLUTIONS AND FOSTER STRONG ALLIANCES THAT WILL MAKE AN IMPACT TODAY AND FOR YEARS TO COME. 1696802 BEYOND OUR GRANT-BASED SUPPORT, UNITED WAY OF GREATER RICHMOND & PETERSBURG COORDINATES THE WORK OF HUNDREDS OF VOLUNTEERS AND DEPLOYS THEM WHERE THEIR STENGTH AND EXPERTISE MAY BE USED BEST. WE ALSO PROVIDE CRITICAL INFORMATION TO COMMUNITY LEADERS AND ORGANIZATIONS THROUGH OUR DEDICATED RESEARCH TEAM, WHICH STUDIES LOCAL DATA TO TRACK PROBLEMS AND DEVELOP SOLUTIONS. LASTLY, UNITED WAY OF GREATER RICHMOND & PETERSBURG SERVICES AS THE CENTRAL CONVENER AND UNIFIED VOICE FOR THE HUNDREDS OF NONPROFIT AGENCIES DOING CRITICAL WORK THROUGHOUT THE REGION. 10682483 10682483 IN ADDITION TO DIRECTING CONTRIBUTIONS TO PROGRAMS AND INITIATIVES THAT MAKE IMPACT, UNITED WAY FOSTERS LOCAL PHILANTHROPY BY PROVIDING AN OPTION FOR DONORS TO DESIGNATE THEIR GIVING TO SPECIFIED ELIGIBLE ORGANIZATIONS. UNITED WAY COLLECTS AND DISTRIBUTES THESE DONOR-RESTRICTED GIFTS TO ALMOST 500 ORGANIZATIONS. THIS SERVICE PROVIDES THOUSANDS OF DONORS AN EFFICIENT AND COST-EFFECTIVE MEANS TO GIVE BACK TO THEIR CHARITIES OF CHOICE. EFFECTIVE JULY 1, 2017 UNITED WAY AND DOMINION ENERGY EXECUTED A NEW ENERGY SHARE AGREEMENT WHEREBY DOMINION ENERGY MAKES A DESIGNATED CONTRIBUTION TO THE ORGANIZATION TO MANAGE THE ENERGY SHARE PROGRAM'S FUNDS. 16639097 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 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 10 0 1 48 1 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X JAMES LM TAYLOR 8047715843 2001 MAYWILL STREET RICHMOND VA 23230 LAKSHMI ALGAPPAN DIRECTOR 1.00 X 0 0 0 CORYNNE ARNETT DIRECTOR 1.00 X 0 0 0 PHILLIP AVANT DIRECTOR 1.00 X 0 0 0 ANTHONY CONTE 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 T PRESTON LLOYD JR DIRECTOR 1.00 X 0 0 0 RICH MCARDLE DIRECTOR 1.00 X 0 0 0 AARON MONTGOMERY DIRECTOR 1.00 X 0 0 0 PETER PERKSINS DIRECTOR 1.00 X 0 0 0 BRIAN ROUNDTREE DIRECTOR 1.00 X 0 0 0 RENE SHEPPERSON DIRECTOR 1.00 X 0 0 0 SUSAN TRIGGS DIRECTOR 1.00 X 0 0 0 JULIE HOSUN YOO AUDIT CHAIR 1.00 X 0 0 0 LORI ELLIOTT JARVIS CHAIR 1.00 X X 0 0 0 DANIEL HUDGENS IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 JAMES JL STEGMAIER FIRST VICE CHAIR 1.00 X X 0 0 0 JONATHAN LEON SECOND VICE CHAIR 1.00 X X 0 0 0 MARK MULLINIX SECOND VICE CHAIR 1.00 X X 0 0 0 CANDACE C FORMACEK TREASURER 1.00 X X 0 0 0 DANIEL KEARNS CHIEF OPERATING OFFICER 40.00 X 115783 0 14902 JAMES L M TAYLOR PRESIDENT & CEO 40.00 X 185301 0 21016 ANGELA OTTO VP OF PROGRAMS & ADMIN 40.00 X 85978 0 12561 BRIAN WACHUR VP OF MARKETING & COMMUNIC 40.00 X 93266 0 12879 AUDREY TRUSSELL VP OF COMMUNITY IMPACT 40.00 X 65451 0 10363 545779 0 71721 2 0 1 0 0 8296 129046 16478398 81346 16615740 120071 120071 291909 0 291909 291909 291909 ENDOWMENT INCOME 900099 218299 218299 FEES - 3RD PARTY PROC. 900099 209410 209410 FEES - DONOR DESIGNATIONS 900099 31707 31707 459416 17487136 459416 0 411980 14942295 14942295 648381 265538 313422 69421 1485996 506492 277780 701724 314068 142271 92250 79547 246769 70082 37339 139348 139687 36583 47058 56046 149052 83320 65732 52772 11576 6637 34559 377025 135327 121444 120254 33672 14883 4223 14566 72607 35767 878 35962 100056 33352 33352 33352 41523 13869 13827 13827 PROGRAM EXPENSES 285859 285791 68 PRINTING AND PUBLICATIO 209120 6292 6800 196028 EQUIPMENT MAINTENANCE 146481 42592 54297 49592 TELEPHONE 21734 6991 8434 6309 28535 6076 14703 7756 19295632 16639097 1098244 1558291 3447137 3543917 2354398 2185862 244190 199790 42006 43064 1616392 1522777 105344 93615 6460313 5961526 12653388 12027774 188767 134379 4245811 5064980 137008 477739 4571586 5677098 X 6904664 5197314 1177138 1153362 8081802 6350676 12653388 12027774 -1808496 77370 0 X 0 1 X 1 0 X 12987929 12508013 9065762 17762911 16615740 68940355 12987929 12508013 9065762 17762911 16615740 68940355 68940355 105347 104190 108539 106818 120071 544965 822985 802075 578075 495285 459416 3157836 72643156 0.94900 0.94200 X 175549 169884 5665 1440843 1352893 87950 93615 FUNDS HELD FOR OTHERS 477739 477739 X 6882023 77370 77370 6804653 10682483 10682483 17487136 8613149 0 8613149 10682483 10682483 19295632 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 10,682,483. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 10,682,483. 1 SOAR365 3600 SAUNDERS AVE RICHMOND VA 23227 540629691 501(C)(3) 50000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES ACCESS NOW 2821 EMERYWOOD PARKWAY RICHMOND VA 23294 261695468 501(C)(3) 25000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES ALBEMARLE ELECTRIC MEMBERSHIP PO BOX 69 HERTFORD NC 27944 501(C)(3) 13816 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES AMERIGAS PITTSBURGH PO BOX 371473 PITTSBURGH PA 15250 501(C)(3) 20762 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES APPALACHIAN POWER PO BOX 24401 CANTON OH 447014401 501(C)(3) 60018 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES ART 180 114 W MARSHALL ST RICHMOND VA 23220 541935207 501(C)(3) 25000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES BAKER GAS COMPANY OF WILLIAMST PO BOX 790 WILLIAMSTON NC 27892 501(C)(3) 7462 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES BARC ELECTRIC COOPERATIVE PO BOX 264 MILLBORO VA 24460 501(C)(3) 33912 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES BETTER HOUSING COALITION PO BOX 12117 RICHMOND VA 23241 541479059 501(C)(3) 25000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES BIG BROTHERS BIG SISTERS SERVICES 1707 SUMMIT AVENUE - SUITE 200 RICHMOND VA 23230 540702502 501(C)(3) 82000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES BOISSEAU OIL 610 NORTH 39TH STREET RICHMOND VA 23223 501(C)(3) 10764 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES BOY SCOUTS OF AMERICA HEART OF VIRGINIA 4015 FITZHUGH AVENUE RICHMOND VA 23230 540505872 501(C)(3) 7000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES BOYS & GIRLS CLUB OF METRO RICHMOND 5511 STAPLES MILL ROAD RICHMOND VA 23228 540564901 501(C)(3) 20000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES BOYS & GIRLS CLUB OF METRO RICHMOND 5511 STAPLES MILL ROAD RICHMOND VA 23228 540564901 501(C)(3) 15000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES BOYS AND GIRLS CLUBS OF METRO RICHMOND 5511 STAPLES MILL ROAD - SUITE 301 RICHMOND VA 23238 540564901 501(C)(3) 180000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES BRIDGING RICHMOND 2001 MAYWILL STREET SUITE 201 RICHMOND VA 23230 237375346 501(C)(3) 30000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES CAPE HATTERAS ELECTRIC COOPERA PO BOX 9 BUXTON NC 27920 501(C)(3) 8560 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES CAPITOL OIL PO BOX 26664 RICHMOND VA 23261 501(C)(3) 6794 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES CARITAS 1532 HIGH STREET RICHMOND VA 23220 541441917 501(C)(3) 10000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES CARITAS 1532 HIGH STREET RICHMOND VA 23220 541441917 501(C)(3) 5500 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES CARITAS PO BOX 25790 RICHMOND VA 23260 541441917 501(C)(3) 65000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES CENTRAL VIRGINIA ELECTRIC COOP PO BOX 247 LOVINGSTON VA 22949 501(C)(3) 84681 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES CENTRAL VIRGINIA HEALTH SERVICES INC 25892 N JAMES MADISON HWY NEW CANTON VA 23123 540887287 501(C)(3) 25000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES CHESTERFIELD CULTURAL ARTS FOUNDATION 11801 CENTRE STREET CHESTER VA 23831 161671869 501(C)(3) 5000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES CHILDRENS HOME SOCIETY OF VIRGINIA 4200 FITZHUGH AVE RICHMOND VA 23230 540505884 501(C)(3) 47000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES CHILDSAVERS OF RICHMOND 200 NORTH 22ND STREET RICHMOND VA 23223 540505927 501(C)(3) 215000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES CIRCLE CENTER ADULT DAY SERVICES 4900 WEST MARSHALL STREET RICHMOND VA 23230 540991287 501(C)(3) 55000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES CITY OF ELIZABETH CITY PO BOX 347 ELIZABETH CITY NC 27907 501(C)(3) 23646 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES CITY OF FRANKLIN PO BOX 179 FRANKLIN VA 23851 501(C)(3) 38629 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES CITY OF MANASSAS UTILITIES 8500 PUBLIC WORKS DRIVE MANASSAS VA 20110 501(C)(3) 8829 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES COLUMBIA GAS PO BOX 910 SMITHFIELD PA 15478 501(C)(3) 51785 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES COMMONWEALTH CATHOLIC CHARITIES 1601 ROLLING HILLS DRIVE HENRICO VA 23229 540505877 501(C)(3) 75000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES COMMUNITIES IN SCHOOLS OF CHESTERFIELD PO BOX 10 - CHESTERFIELD VA 23832 460651192 501(C)(3) 98000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES COMMUNITIES IN SCHOOLS OF RICHMOND 2922 WEST MARSHALL STREET SUITE 2 RICHMOND VA 23230 541799922 501(C)(3) 5000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES COMMUNITIES IN SCHOOLS OF RICHMOND 2922 WEST MARSHALL STREET SUITE 2 RICHMOND VA 23230 541799922 501(C)(3) 10000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES COMMUNITIES IN SCHOOLS OF RICHMOND 2922 WEST MARSHALL STREET SUITE 2 RICHMOND VA 23230 541799922 501(C)(3) 5000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES COMMUNITIES IN SCHOOLS OF RICHMOND 2922 WEST MARSHALL STREET 2ND FLOOR RICHMOND VA 23230 541799922 501(C)(3) 100000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES CROSS-OVER MINISTRY 8600 QUIOCCASIN ROAD SUITE 102 RICHMOND VA 23229 541371067 501(C)(3) 25000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES CROSSROADS FUEL SERVICE INC PO BOX 946 PLYMOUTH NC 27962 501(C)(3) 6044 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES DAILY PLANET 517 WEST GRACE STREET RICHMOND VA 23220 540900368 501(C)(3) 55000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES DAVENPORT ENERGY 7 EDMUNDS STREET SOUTH BOSTON VA 24592 501(C)(3) 16714 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES DIVERSIFIED ENERGY NC PO BOX 618 RICH SQUARE NC 27869 501(C)(3) 9812 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES DOMINION ENERGY POB25339 PO BOX 26666 RICHMOND VA 23261 501(C)(3) 6303510 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES EDGECOMBE-MARTIN COUNTY EMC PO DRAWER 188 TARBORO NC 27886 501(C)(3) 8420 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES FAMILY LIFELINE 2325 WEST BROAD STREET RICHMOND VA 23220 540737133 501(C)(3) 20000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES FAMILY LIFELINE 2325 WEST BROAD STREET RICHMOND VA 23220 540737133 501(C)(3) 550000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES FEEDMORE 1415 RHOADMILLER STREET RICHMOND VA 23220 541150923 501(C)(3) 70000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES FEEDMORE INC (DBA CENTRAL VIRGINIA 1415 RHOADMILLER STREET RICHMOND VA 23220 541150923 501(C)(3) 9715 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES FEEDMORE INC (DBA CENTRAL VIRGINIA 1415 RHOADMILLER STREET RICHMOND VA 23220 541150923 501(C)(3) 5548 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES FEEDMORE INC (DBA CENTRAL VIRGINIA 1415 RHOADMILLER STREET RICHMOND VA 23220 541150923 501(C)(3) 19430 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES FEEDMORE INC (DBA CENTRAL VIRGINIA 1415 RHOADMILLER STREET RICHMOND VA 23220 541150923 501(C)(3) 5548 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES FEEDMORE INC (DBA CENTRAL VIRGINIA 1415 RHOADMILLER STREET RICHMOND VA 23220 541150923 501(C)(3) 5000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES FEEDMORE INC (DBA CENTRAL VIRGINIA 1415 RHOADMILLER STREET RICHMOND VA 23220 541150923 501(C)(3) 10000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES FERRELL GAS PO BOX 847 AHOSKI NC 27910 501(C)(3) 6420 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES FREDERIC SCOTT REED FOUNDATION PO BOX 290 MANAKIN SABOT VA 23103 521351340 501(C)(3) 12000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES FREDERICK NORTHUP INC PO BOX 370 WARSAW VA 22572 501(C)(3) 10156 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES FRIENDS ASSOCIATION FOR CHILDREN 1004 SAINT JOHN STREET RICHMOND VA 23220 540505899 501(C)(3) 200000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES FRIENDS ASSOCIATION FOR CHILDREN INC 1004 SAINT JOHN STREET RICHMOND VA 23220 540505899 501(C)(3) 20000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES GOOCHLAND CARES (FORMERLY FREE CLINIC AND FAMILY SERVICES) PO BOX 116 GOOCHLAND VA 23063 541967650 501(C)(3) 25000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES GOODWILL INDUSTRIES OF CENTRAL AND 6301 MIDLOTHIAN TURNPIKE RICHMOND VA 23225 540455395 501(C)(3) 5000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES GOODWILL OF CENTRAL VIRGINIA 6301 MIDLOTHIAN TURNPIKE RICHMOND VA 23225 540455395 501(C)(3) 94000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES GREATER RICHMOND ARC 3600 SAUNDERS AVE RICHMOND VA 23227 540629691 501(C)(3) 158562 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES GREATER RICHMOND SCAN 103 EAST GRACE STREET RICHMOND VA 23219 541584969 501(C)(3) 7000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES GREATER RICHMOND SCAN 103 EAST GRACE STREET RICHMOND VA 23219 541584969 501(C)(3) 12000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES GREATER RICHMOND SCAN 103 EAST GRACE STREET RICHMOND VA 23219 541584969 501(C)(3) 5500 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES GREATER RICHMOND SCAN - STOP CHILD ABUSE NOW 103 EAST GRACE STREET RICHMOND VA 23219 541584969 501(C)(3) 75000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES HANOVER SAFE PLACE 629A N WASHINGTON HWY ASHLAND VA 23005 311415701 501(C)(3) 85000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES HARRISONBURG ELECTRIC COMMISSI 89 W BRUCE ST HARRISONBURG VA 22801 501(C)(3) 36547 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES HEALTH BRIGADE (FORMERLY FAN FREE CLINIC) 1010 NORTH THOMPSON STREET RICHMOND VA 23230 540927792 501(C)(3) 59000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES HIGHER ACHIEVEMENT PROGRAM 4009 FITZHUGH AVENUE RICHMOND VA 23230 521383374 501(C)(3) 40000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES HOMEAGAIN PO BOX 5222 RICHMOND VA 23220 541159513 501(C)(3) 50000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES HOUSING FAMILIES FIRST 3900 NINE MILE ROAD HENRICO VA 23223 541995917 501(C)(3) 75000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES JERNIGAN OIL & PROPANE 415 EAST MAIN ST AHOSKIE NC 27910 501(C)(3) 11221 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES JEWISH COMMUNITY FEDERATION OF RICHMOND 5403 MONUMENT AVENUE RICHMOND VA 23226 540524512 501(C)(3) 7750 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES JEWISH COMMUNITY FEDERATION OF RICHMOND 5403 MONUMENT AVENUE RICHMOND VA 23226 540524512 501(C)(3) 15000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES JEWISH FAMILY SERVICES PO BOX 17128 - RICHMOND VA 23226 540526201 501(C)(3) 111000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES JUVENILE DIABETES RESEARCH FOUNDATION 1801 LIBBIE AVENUE SUITE 106 RICHMOND VA 23226 231907729 501(C)(3) 10001 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES LITERACY LAB 2920 W BROAD ST STE 111 RICHMOND VA 23230 271777117 501(C)(3) 25000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES LOCAL INITIATIVES SUPPORT CORPORATION (LISC) 413 STUART CIRCLE RICHMOND VA 23220 133030229 501(C)(3) 50000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES MECKLENBURG ELEC COOP PO BOX 2451 CHASE CITY VA 23924 501(C)(3) 74263 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES NEIGHBORHOOD RESOURCE CENTER 1519 WILLIAMSBURG RD RICHMOND VA 23231 331024355 501(C)(3) 25000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES NEW DIXIE OIL CORPORATION NC 1501 MARSHALL STREET ROANOKE RAPIDS NC 27870 501(C)(3) 5638 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES NEWSOM OIL COMPANY INC 1503 WEST TENTH STREET ROANOKE RAPIDS NC 27870 501(C)(3) 6325 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES NEXTUP RVA 3409 MOORE ST RICHMOND VA 23230 474933093 501(C)(3) 25000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES NORTHERN NECK ELECTRIC PO BOX 288 WARSAW VA 22572 501(C)(3) 43409 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES NORTHERN VIRGINIA ELECTRIC COO PO BOX 34795 ALEXANDRIA VA 22334 501(C)(3) 95225 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES OAR OF RICHMOND 3111 WEST CLAY ST RICHMOND VA 23230 540974305 501(C)(3) 110000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES PATHWAYS - VA 1200 WEST WASHINGTON ST PETERSBURG VA 23803 541868900 501(C)(3) 25000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES PETER PAUL DEVELOPMENT CENTER INC 1708 NORTH 22ND STREET RICHMOND VA 23223 541137164 501(C)(3) 20000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES PETER-PAUL DEVELOPMENT CENTER 1708 NORTH 22ND STREET RICHMOND VA 23223 541137164 501(C)(3) 95000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES PETERSBURG HEALTH DEPARTMENT (VDH) 301 HALIFAX ST PETERSBURG VA 23803 501(C)(3) 50000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES PIEDMONT NATURAL GAS PO BOX 937 TOLEDO OH 43697 501(C)(3) 7852 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES PRINCE GEORGE ELECTRIC COOP PO BOX 620 WAVERLY VA 23890 501(C)(3) 20740 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES PROGRESSIVE ADULT REHABILITATION CENTER (PARC) 114 NORTH UNION STREET PETERSBURG VA 23803 540836365 501(C)(3) 25000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES PROJECTHOMES 88 CARNATION ST RICHMOND VA 23225 541595851 501(C)(3) 30000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES QUARLES ENERGY SERVICES 1701 FALL HILL AVE 200 FREDERICKSBURG VA 22401 501(C)(3) 11362 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES QUIN RIVERS AGENCY FOR COMMUNITY ACTION 7911 COURTHOUSE WAY NEW KENT VA 23124 540880233 501(C)(3) 65000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES RAPPAHANNOCK ELECTRIC COOPERAT PO BOX 7388 FREDERICKSBURG VA 22404 501(C)(3) 252916 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES READ CENTER 4915 RADFORD AVE 204 RICHMOND VA 23230 541364885 501(C)(3) 25000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES RICHMOND DPU 900 E BROAD ST RM 115 RICHMOND VA 23219 501(C)(3) 55820 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES ROANOKE ELECTRIC COOPERATIVE PO BOX 1326 AHOSKIE NC 27910 501(C)(3) 87095 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES ROCKBRIDGE FARMERS COOP 33 YELLOW RAIL LANE LEXINGTON VA 24450 501(C)(3) 6658 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES SACRED HEART CENTER 1400 PERRY STREET RICHMOND VA 23224 541590419 501(C)(3) 25000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES SALVATION ARMY CENTRAL VIRGINIA AREA 2 WEST GRACE STREET RICHMOND VA 23220 580660607 501(C)(3) 25000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES SALVATION ARMY CENTRAL VIRGINIA AREA COMMAND 2 WEST GRACE STREET RICHMOND VA 23220 580660607 501(C)(3) 146000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES SENIOR CONNECTIONS 24 EAST CARY STREET RICHMOND VA 23219 540950714 501(C)(3) 85000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES SHENANDOAH VALLEY ELECTRIC COO PO BOX 236 MT CRAWFORD VA 22841 501(C)(3) 91461 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES SIDE BY SIDE (FORMERLY ROSMY) PO BOX 26442 RICHMOND VA 23261 541572424 501(C)(3) 29000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES SMART BEGINNINGS (9209 UN-30-EFD000) 919 EAST MAIN STREET STE 1700 RICHMOND VA 23219 510252958 501(C)(3) 25000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES SOUTH RICHMOND ADULT DAY CARE CENTER 1500 HULL STREET RICHMOND VA 23224 510163293 501(C)(3) 35000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES SOUTHSIDE ELECTRIC COOP PO BOX 7388 CREWE VA 23930 501(C)(3) 129879 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES ST JOSEPH'S VILLA 8000 BROOK ROAD RICHMOND VA 23227 540505950 501(C)(3) 60000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES ST ANDREW'S SCHOOL 227 SOUTH CHERRY STREET RICHMOND VA 23220 541803252 501(C)(3) 8400 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 620646012 501(C)(3) 8005 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 620646012 501(C)(3) 16009 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES THE DOORWAYS 612 EAST MARSHALL STREET RICHMOND VA 23219 541240348 501(C)(3) 5000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES THE HEALING PLACE 700 DINWIDDIE AVENUE RICHMOND VA 23224 311770517 501(C)(3) 5000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES TIDELAND EMC PO BOX 40 PANTEGO NC 27860 501(C)(3) 5811 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES TOWN OF BLACKSTONE 100 WEST ELM ST BLACKSTONE VA 23824 501(C)(3) 7916 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES TOWN OF CULPEPER 400 S MAIN ST STE 109 CULPEPER VA 22701 501(C)(3) 25701 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES TOWN OF FRONT ROYAL PO BOX 1560 FRONT ROYAL VA 22630 501(C)(3) 6000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES TOWN OF ROBERSONVILLE 114 S MAIN ST ROBERSONVILLE NC 27871 501(C)(3) 6125 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES TOWN OF WINDSOR PO BOX 508 WINDSOR NC 27983 501(C)(3) 9145 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES VIRGINIA HOME FOR BOYS AND GIRLS 8716 W BROAD ST RICHMOND VA 23294 540506330 501(C)(3) 5040 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES VIRGINIA MENTORING PARTNERSHIP 2500 W BROAD ST RICHMOND VA 23220 541814823 501(C)(3) 25000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES VIRGINIA NATURAL GAS PO BOX 5409 CAROLSTREAM IL 60197 501(C)(3) 30345 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES VIRGINIA SUPPORTIVE HOUSING 5008 MONUMENT AVENUE RICHMOND VA 23230 541444564 501(C)(3) 90000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES VIRGINIA VETERANS SERVICES FOU 101 N 14TH ST FL 17 RICHMOND VA 23219 501(C)(3) 35000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES WASHINGTON GAS PO BOX 37747 PHILADELPHIA PA 19101 501(C)(3) 67757 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES YMCA OF GREATER RICHMOND 2 WEST FRANKLIN STREET 2ND FLOOR RICHMOND VA 23220 540505986 501(C)(3) 174000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES YMCA GREATER RICHMOND (THE Y) 2 WEST FRANKLIN STREET RICHMOND VA 23220 540505986 501(C)(3) 10000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES YMCA GREATER RICHMOND (THE Y) 2 WEST FRANKLIN STREET RICHMOND VA 23220 540505986 501(C)(3) 7000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES YMCA NORTHSIDE 4207 OLD BROOK RD RICHMOND VA 23227 540505986 501(C)(3) 15000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES YMCA PETERSBURG 120 N MADISON ST PETERSBURG VA 23803 540505986 501(C)(3) 5000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES YWCA OF RICHMOND 6 NORTH 5TH STREET RICHMOND VA 23219 540506493 501(C)(3) 285000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES HOMEWARD 9211 FOREST HILL AVENUE SUITE 200 RICHMOND VA 23235 050606153 501(C)(3) 55000 DONOR DIRECTED FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES 52 84 PART I, LINE 2: UNITED WAY WORKS TO ENSURE THAT ALLOCATED GRANT DOLLARS ARE USED TO ADDRESS OUR MOST PRESSING NEEDS AND TO MAKE THE GREATEST DIFFERENCE. THE COMMUNITY ACTION FUND IS THE POOL OF UNDESIGNATED DOLLARS MADE POSSIBLE THROUGH GENEROUS INVESTMENTS FROM INDIVIDUALS AND COMPANIES. THIS FUND SUPPORTS THE BEST PACKAGE OF HUMAN SERVICE PROGRAMS AVAILABLE IN THE REGION. EXPERIENCED COMMUNITY VOLUNTEERS WORK TOGETHER TO UNDERSTAND THE NEEDS IN THE COMMUNITY AND INVEST IN THE BEST PROGRAMS TO SOLVE THOSE ISSUES. THEY SET DIRECTION WITH A VISION AND COMMUNITY GOALS THAT THEY WISH TO ACHIEVE. THESE VOLUNTEERS WORKING TOGETHER IN ACTION COUNCILS ANALYZE DATA, STUDY RESEARCH, AGREE ON A NECESSARY ARRAY OF SERVICES AND THEN SET PRIORITIES FOR UNITED WAY FUNDING. EACH FUNDED PROGRAM AND PROJECT IS REQUIRED TO MEASURE ITS OUTCOMES. THE ACTION COUNCILS AND STAFF WORK YEAR-ROUND TO ENSURE THAT EACH PROGRAM FUNDED THROUGH COMMUNITY ACTION IS MONITORED, EVALUATED AND MEASURED FOR EFFECTIVENESS. BY DOING THIS, UNITED WAY AND THE COMMUNITY ARE BUILDING A SYSTEM OF CARE THAT PRODUCES LASTING CHANGE AND RESULTS YOU CAN SEE. IN ADDITION TO DIRECTING CONTRIBUTIONS TO PROGRAMS AND INITIATIVES THAT MAKE AN IMPACT, UNITED WAY FOSTERS LOCAL PHILANTHROPY BY PROVIDING AN OPTION FOR DONORS TO DESIGNATE THEIR GIVING TO SPECIFIED ELIGIBLE ORGANIZATIONS. UNITED WAY COLLECTS AND DISTRIBUTES THESE DONOR-RESTRICTED GIFTS TO ALMOST 500 ORGANIZATIONS. THIS SERVICE PROVIDES THOUSANDS OF DONORS AN EFFICIENT AND COST-EFFECTIVE MEANS TO GIVE BACK TO CHARITIES OF THEIR CHOICE. THE ENTITIES THAT RECEIVED $5,000 OR MORE ARE LISTED ABOVE. X X X 0 0 0 0 0 0 0 0 0 JAMES L M TAYLOR PRESIDENT & CEO 185301 0 0 0 0 0 0 0 21016 0 206317 0 0 0 X 17 81346 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.