2011-08-01T09:19:56-05:00 2010-12-31 DIXON HUGHES GOODMAN LLP 701 TOWN CENTER DRIVE SUITE 700 NEWPORT NEWS VA 236064295 990 2010-01-01 540844073 UNITED FUND OF WILLIAMSBURG & JAMES CITY COUNTY VIRGINIA INC UNIT 7572532264 312 WALLER MILL RD NO 100 WILLIAMSBURG VA 23185 SHARON GIBSON-ELLIS 7572532264 2011-07-22 1 JAMES M HAGGARD 7578731033 2010 2016-02-24 21:20:13Z SHARON GIBSON-ELLIS 312 WALLER MILL RD NO 100 WILLIAMSBURG VA 23185 1435752 0 X WWW.UWGW.ORG X 1972 VA IMPACT PURPOSE - TO CONTINUOUSLY IMPROVE THE QUALITY OF LIFE IN THE GREATER WILLIAMSBURG, JAMES CITY COUNTY AND BRUTON DISTRICT OF YORK COUNTY BY IDENTIFYING THE CRITICAL ISSUES AND FOCUSING COMMUNITY RESOURCES TO ACHIEVE POSITIVE, MEASURABLE RESULTS. 19 19 11 886 0 0 1773175 1405118 0 0 19483 13996 0 9192 1792658 1428306 1002926 882675 0 0 403318 380583 0 0 127960 283370 279962 1689614 1543220 103044 -114914 1731088 1532854 697654 614334 1033434 918520 TO IMPROVE THE PEOPLE'S LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITY. 0 0 1252538 SUPPORT OF LOCAL NONPROFIT AGENCIES OFFERING HEALTH AND HUMAN CARE PROGRAMS. 48036 PROVIDE A CENTRALIZED INFORMATION AND REFERRAL SYSTEM TO LINK PEOPLE IN NEED OF HELP WITH COMMUNITY RESOURCES. 1300574 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 11 1 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 VA X JAMES COOLEY FINANCE DIRECTOR 7572532264 312 WALLER MILL ROAD WILLIAMSBURG VA 23185 SHARRON E CORNELIUS 35.00 X 72299 0 8692 KATHY NHUNG VO 35.00 X 41451 0 3571 BOB GRAVES 1.00 X X 0 0 0 CHRISTINA SHELTON 1.00 X X 0 0 0 JOHN LOVELADY 1.00 X X 0 0 0 MARSHALL WARNER 1.00 X 0 0 0 MIKE BRUNO 1.00 X 0 0 0 ELAINE MCBETH 1.00 X 0 0 0 BARRY PATRON 1.00 X 0 0 0 KIM VAN SICKEL 1.00 X 0 0 0 ED LUCAS 1.00 X 0 0 0 LYNDA D BYRD-POLLER 1.00 X 0 0 0 DOUG POWELL 1.00 X 0 0 0 BOB HERSHBERGER 1.00 X 0 0 0 DR PHILLIP LITTLETON 1.00 X X 0 0 0 JODI MILLER 1.00 X 0 0 0 LAURIE BLANTON-COLEMAN 1.00 X 0 0 0 AARON BUTLER 1.00 X 0 0 0 MARK DUNCAN 1.00 X 0 0 0 JAKE LEIBLER 1.00 X 0 0 0 LEONARD SLEDGE 1.00 X 0 0 0 113750 0 12263 0 0 0 0 0 25300 1379818 26641 1405118 14011 14011 7431 7431 15 0 -15 -15 -15 REIMBURSED EXPENSES 900099 9192 9192 9192 1428306 9192 0 13996 882675 882675 126013 54002 49511 22500 195301 121926 17569 55806 11904 5718 4445 1741 23699 11013 8643 4043 23666 10950 8693 4023 14250 8550 2280 3420 15393 2859 840 11694 5450 3265 872 1313 38083 25564 5191 7328 426 244 65 117 30715 18429 4914 7372 9981 6658 1357 1966 2172 1488 348 336 13932 8359 2229 3344 3247 1948 520 779 2632 1579 421 632 PROV FOR PLEDGE LOSSES 81042 81042 0 0 INFORMATION REFERRAL PA 47116 47116 0 0 RECRUITMENT AND RETENTI 6396 0 6396 0 DAY OF CARING 4623 4623 0 0 DUES & SUBSCRIPTIONS 2781 1855 378 548 1723 711 14 998 1543220 1300574 114686 127960 1118233 1125952 596944 381509 10360 12040 65998 52645 5551 13353 1731088 1532854 694504 611184 3150 3150 697654 614334 X 261095 332985 772339 585535 1033434 918520 1731088 1532854 -114914 0 X 1 1 1 X 0 X 1321023 1481668 1705908 1764778 1405118 7678495 1321023 1481668 1705908 1764778 1405118 7678495 314150 7364345 31414 43316 26155 16719 14011 131615 37388 21736 34212 11160 9174 113670 7923780 54572 0.92940 0.91510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 65998 52645 13353 0 13353 1428306 1543220 -114914 0 -114914 1123187 4250 4250 1118937 309369 309369 1428306 1238101 4250 4250 1233851 309369 309369 1543220 PART XII, LINE 4B - OTHER ADJUSTMENTS: REDUCTION FOR DONOR DESIGNATIONS 228,327. REDUCTION FOR PLEDGE LOSS 81,042. PART XIII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 228,327. PROVISION FOR PLEDGE LOSSES 81,042. 1 BIG BROTHERS BIG SISTERS 312 WALLER MILL RAOD SUITE 200 WILLIAMSBURG VA 23185 541153403 501(C)(3) 79632 MEMBER AGENCY - ALLOCATION AND DESIGNATION BACON STREET 247 MCLAWS CIRCLE WILLIAMSBURG VA 23185 540891035 501(C)(3) 76310 MEMBER AGENCY - ALLOCATION AND DESIGNATION AMERICAN RED CROSS - WILLIAMSBURG 1317 JAMESTOWN ROAD 105 WILLIAMSBURG VA 23185 540505863 501(C)(3) 75204 MEMBER AGENCY - ALLOCATION AND DESIGNATION HOUSING PARTNERSHIPS 1455 RICHMOND ROAD WILLIAMSBURG VA 23185 541352365 501(C)(3) 76670 MEMBER AGENCY - ALLOCATION AND DESIGNATION HOSPICE HOUSE & SUPPORT CARE OF WILLIAMSBURG AT HOSPICE HOUSE 4445 POWHATAN PARKWAY WILLIAMSBURG VA 23188 521289657 501(C)(3) 61769 MEMBER AGENCY - ALLOCATION AND DESIGNATION AVALON PO BOX 1079 WILLIAMSBURG VA 23187 521208945 501(C)(3) 51969 MEMBER AGENCY - ALLOCATION AND DESIGNATION THE ARC OF GREATER WILLIAMSBURG 202D PACKETS COURT WILLIAMSBURG VA 23185 541054921 501(C)(3) 59573 MEMBER AGENCY - ALLOCATION AND DESIGNATION SALVATION ARMY 151 KRISTIANSAND DRIVE 106 WILLIAMSBURG VA 23188 580660607 501(C)(3) 58454 MEMBER AGENCY - ALLOCATION AND DESIGNATION RITA WELSH ADULT LITERACY PROGRAM BRYAN HALL 37 COLLEGE OF WILLIAM AND MARY PO BOX 8795 WILLIAMSBURG VA 23185 541085026 501(C)(3) 40776 MEMBER AGENCY - ALLOCATION AND DESIGNATION CHILD AND FAMILY CONNECTION 312 WALLER MILL RAOD SUITE 500 WILLIAMSBURG VA 23185 540505893 501(C)(3) 31247 MEMBER AGENCY - ALLOCATION AND DESIGNATION GIRL SCOUTS 912 CEDAR ROAD CHESAPEAKE VA 23222 541158412 501(C)(3) 18944 MEMBER AGENCY - ALLOCATION AND DESIGNATION BOY SCOUTS 11721 JEFFERSON AVENUE NEWPORT NEWS VA 23606 540505994 501(C)(3) 16493 MEMBER AGENCY - ALLOCATION AND DESIGNATION JAMES CITY RESCUE SQUAD 2308 HARNESS COURT TOANO VA 23168 541621580 501(C)(3) 5080 MEMBER AGENCY - ALLOCATION AND DESIGNATION MEALS ON WHEELS - WILLIAMSBURG PO BOX 709 WILLIAMSBURG VA 23187 540952118 501(C)(3) 21933 MEMBER AGENCY - ALLOCATION AND DESIGNATION PENINSULA AGENCY ON AGING 739 THIMBLE SHOALS BLVD SUITE 1006 NEWPORT NEWS VA 23606 510151069 501(C)(3) 16669 MEMBER AGENCY - ALLOCATION AND DESIGNATION CATHOLIC CHARITIES 5361-A VIRGINIA BEACH BLVD VIRGINIA BEACH VA 23462 540505879 501(C)(3) 12279 MEMBER AGENCY - ALLOCATION AND DESIGNATION CHILDREN'S HOME SOCIETY 4200 FITZHUGH AVENUE RICHMOND VA 23230 540505884 501(C)(3) 12853 MEMBER AGENCY - ALLOCATION AND DESIGNATION HISTORIC TRIANGLE SENIOR CENTER 5301 LONGHILL ROAD WILLIAMSBURG VA 23188 541804545 501(C)(3) 15564 MEMBER AGENCY - ALLOCATION AND DESIGNATION WILLIAMSBURG AREA FAITH IN ACTION 354 MCLAWS CIRCLE SUITE 2 WILLIAMSBURG VA 23185 311812124 501(C)(3) 8197 MEMBER AGENCY - ALLOCATION AND DESIGNATION HERITAGE HUMANE SOCIETY 430 WALLER MILL ROAD WILLIAMSBURG VA 23185 541641580 501(C)(3) 5267 NON-MEMBER DESIGNATION AGENCY CHILD DEVELOPMENT RESOURCES PO BOX 280 NORGE VA 23127 540791991 501(C)(3) 80772 MEMBER AGENCY - ALLOCATION AND DESIGNATION 21 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: ALLOCATED FUNDS ARE MONITORED THROUGH SEVERAL PROCEDURES: AN APPLICATION PROCESS THAT INCLUDES EXPLANATION OF THE PROPOSED USE AND RESULTS FROM USE OF THE FUNDING,FINANCIAL REVIEW OF THE ORGANIZATION TO GAIN A LEVEL OF ASSURANCE THAT THE ORGANIZATION FOLLOWS SOUND FISCAL POLICIES, VERIFICATION OF COMPLIANCE WITH THE PROVISIONS OF THE PATRIOT ACT, AND VERIFICATION OF CURRENT STATUS AS AN IRS CODE SECTION 501(C)(3) NONPROFIT ORGANIZATION. THE ORGANIZATIONS ARE ALSO REQUIRED TO PROVIDE THE ORGANIZATION WITH QUARTERLY PROGRESS REPORTS THAT SHOW HOW THE FUNDING HAS BEEN UTILIZED TO DATE AND THE RESULTS ACHIEVED AGAINST MISSION AS A RESULT AND A FINAL REPORT AT YEAR END THAT VERIFIES THAT ALL FUNDING HAS BEEN USED FOR THE PURPOSES INTENDED AND WHAT RESULTS WERE COMPARED TO THE PROPOSED RESULTS FROM THE ORIGINAL APPLICATION. DONOR DESIGNATED FUNDS ARE MONITORED THROUGH SCREENING TO DETERMINE THAT THE ORGANIZATION IS IN COMPLIANCE WITH THE PROVISIONS OF THE PATRIOT ACT AND HAVE A CURRENT STATUS AS AN IRS CODE SECTION 501(C)(3) NONPROFIT ORGANIZATION. OTHER INFORMATION: PART IV: THE ORGANIZATION PAID GRANTS AND OTHER ASSISTANCE OF LESS THAN $5,000 TO 96 AGENCIES, TOTALING $57,018. X 7 7431 PER STOCK EXCHANGE X 13 3626 ESTIMATED FMV X SUPPLIES 14 10284 ESTIMATED FMV X MEDIA DONATIONS 1 2000 ESTIMATED FMV X FURNITURE 2 3300 ESTIMATED FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 A DRAFT COPY OF THE ORGANIZATION'S FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE (WHICH INCLUDES SEVERAL FINANCIAL EXPERTS) AT A SCHEDULED AUDIT COMMITTEE MEETING. THE AUDIT COMMITTEE ASKS QUESTIONS AND PROVIDES REVISIONS TO THE FORM 990. IF APPROVED BY THE AUDIT COMMITTEE, A RECOMMENDATION IS MADE BY THE AUDIT COMMITTEE FOR THE BOARD TO REVIEW THE FORM 990 AND, ULTIMATELY, THE FULL BOARD WILL APPROVE THE FORM 990 AND THE FORM 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S BOARD HAS TWO ETHICS OFFICERS WHO REVIEW THE CONFLICT OF INTEREST POLICY, PROVIDE QUESTIONNAIRES FOR THE BOARD MEMBERS TO REPORT CONFLICTS OF INTEREST, AND REPORT ON ANY FINDINGS OF CONFLICTS OF INTERESTS. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S PERSONNEL COMMITTEE REVIEWS AND APPROVES THE COMPENSATION OF THE OFFICERS AND STAFF. THE COMPENSATION PACKAGES ARE COMPARED TO OTHER UNITED WAYS AND COST OF LIVING FOR THE AREA. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC FOR REVIEW UPON REQUEST.