2026-04-03T10:57:11-05:00 2025-06-30 824158464 DAVIS & COMPANY CPAS PO BOX 1552 MOUNT PLEASANT SC 29465 990 2024-07-01 570314378 TRIDENT UNITED WAY TRID 8437409000 PO BOX 63305 NORTH CHARLESTON SC 294193305 DJ HAMPTON CHIEF EXECUTIVE OFFICER 8437409000 2026-04-03 1 0 ZOE DAVIS P01057590 8438813315 2026-04-03 X 2024 2025-03-06 01:10:19Z DJ HAMPTON PO BOX 63305 NORTH CHARLESTON SC 294193305 9678428 0 X WWW.TUW.ORG X 1944 SC TRIDENT UNITED WAY IS UNITING THE TRI-COUNTY TO UPLIFT FAMILIES OUT OF POVERTY 44 43 75 3174 0 0 4701453 5462428 97561 116341 887309 543586 -164692 24916 5521631 6147271 1327681 1150052 0 0 3933585 5222035 0 0 2107918 2257775 2527322 7519041 8899409 -1997410 -2752138 18893170 17058618 1147258 1335245 17745912 15723373 X TRIDENT UNITED WAY IS UNITING THE TRI-COUNTY TO UPLIFT FAMILIES OUT OF POVERTY 0 0 1555946 320048 0 COMMUNITY IMPACTTRIDENT UNITED WAY EXISTS TO STRENGTHEN WORKING FAMILIES ACROSS BERKELEY, CHARLESTON, AND DORCHESTER COUNTIES. TODAY, MORE THAN ONE-THIRD OF HOUSEHOLDS IN OUR REGION ARE ALICE (ASSET LIMITED, INCOME CONSTRAINED, EMPLOYED) - FAMILIES WHO WORK HARD YET STILL STRUGGLE TO AFFORD THE BASICS DUE TO RISING HOUSING COSTS, INCOME VOLATILITY, AND FINANCIAL SHOCKS. THESE INCLUDE CHILDCARE WORKERS, HOSPITALITY STAFF, MEDICAL ASSISTANTS, TEACHERS' AIDES, RETAIL EMPLOYEES, AND OTHER FRONTLINE WORKERS WHO KEEP OUR REGION RUNNING, YET REMAIN ONE UNEXPECTED EXPENSE AWAY FROM HARDSHIP. IN 2025, TRIDENT UNITED WAY ESTABLISHED A BOLD GOAL: UPLIFT 15,000 FAMILIES OUT OF POVERTY BY 2035. ACHIEVING THIS GOAL REQUIRES BUILDING A REGIONAL STABILITY INFRASTRUCTURE THAT SURROUNDS FAMILIES WITH COORDINATED, HUMAN-CENTERED SUPPORT ACROSS MULTIPLE ACCESS POINTS - WORKPLACES, SCHOOLS, HOUSING COMMUNITIES, AND NEIGHBORHOOD HUBS. THIS STRATEGY IS DELIVERED THROUGH THE STRONG FAMILIES, STRONG COMMUNITY INITIATIVE, WHICH BRINGS TOGETHER:1) CENTERS FOR STRONG FAMILIESCOMMUNITY-BASED HUBS IN MONCKS CORNER (500 S LIVE OAK DR, MONCKS CORNER, SC 29461) AND SUMMERVILLE (133 EAST 1ST NORTH ST, SUITE 3, SUMMERVILLE, SC 29483) SERVE AS TRUSTED ENTRY POINTS WHERE FAMILIES CONNECT WITH FINANCIAL COACHING, WORKFORCE NAVIGATION, STABILIZATION RESOURCES, AND COORDINATED REFERRALS. IN THE CENTERS ARE PROVIDED THROUGH A NETWORK OF COMMUNITY PARTNERS INCLUDING ADULT EDUCATION, CHARLESTON LEGAL ACCESS, CHARLESTON PRO BONO LEGAL SERVICES, FOODSHARE SOUTH CAROLINA, MEDICAL UNIVERSITY OF SOUTH CAROLINA, LOWCOUNTRY FOOD BANK, ORIGIN SC, PALMETTO COMMUNITY ACTION PARTNERSHIP, PALMETTO GOODWILL, ROPER SAINT FRANCIS, SALVATION ARMY, SC THRIVE, SC DEPARTMENT OF EMPLOYMENT AND WORKFORCE, SC WORKS, VOCATIONAL REHABILITATION, AND YOUNG MOMS TOGETHER. DURING FY 2024-2025, THE CENTERS FOR STRONG FAMILIES SERVED 6,219 HOUSEHOLDS COMPRISING 12,367 HOUSEHOLD MEMBERS AND PROVIDED 18,380 INSTANCES OF ASSISTANCE.2) THRIVE@ ACCESS POINTSTO REDUCE BARRIERS AND INCREASE ENGAGEMENT, TRIDENT UNITED WAY IS BUILDING A MULTI-ACCESS-POINT APPROACH THAT EMBEDS SERVICES WHERE FAMILIES ALREADY LIVE AND WORK. THIS INCLUDES THRIVE@WORK (SUPPORTING EMPLOYEES IN PARTNER COMPANIES), THRIVE@SCHOOL (SUPPORTING FAMILIES CONNECTED TO SCHOOL SYSTEMS), AND FUTURE PATHWAYS SUCH AS THRIVE@HOME AND THRIVE@WORSHIP, WHICH WILL EXTEND SUPPORT INTO HOUSING COMMUNITIES AND FAITH-BASED SETTINGS.3) CHANGEMAKER GRANTSTRIDENT UNITED WAY INVESTED OVER $500,000 IN CHANGEMAKER GRANTS SUPPORTING NONPROFIT PARTNERS ALIGNED WITH STRONG FAMILIES, STRONG COMMUNITY - STABILIZING FAMILIES, STRENGTHENING SERVICES, AND ADVANCING EQUITY FOR ALICE HOUSEHOLDS. 4) CHARITYTRACKER NETWORKTRIDENT UNITED WAY PROVIDES CHARITYTRACKER, A SECURE, COORDINATION TOOL CONNECTING MORE THAN 400 NONPROFIT PARTNERS AT NO COST. IN FY 2024-2025, THIS NETWORK SUPPORTED 13,844 HOUSEHOLDS, 27,189 INDIVIDUALS, AND 89,547 DOCUMENTED SERVICES. THIS COORDINATED APPROACH REDUCES DUPLICATION, IMPROVES ACCESS TO SUPPORT, AND STRENGTHENS LONG-TERM FAMILY STABILITY. 1652037 87887 116341 FINANCIAL STABILITYFINANCIAL STABILITY SUPPORT HELPS FAMILIES MAINTAIN INCOME, MANAGE EXPENSES, AND REDUCE FINANCIAL STRESS - ENSURING THAT SHORT-TERM CRISES DO NOT BECOME LONG-TERM SETBACKS. THIS WORK IS GROUNDED IN TRUSTED RELATIONSHIPS, COORDINATED REFERRAL SYSTEMS, AND FAMILY-CENTERED COACHING DELIVERED ACROSS MULTIPLE ACCESS POINTS IN THE STRONG FAMILIES, STRONG COMMUNITY INITIATIVE.1) FAMILY COACHING MODELAT THE CENTER OF TRIDENT UNITED WAY'S WORK IS A STRUCTURED COACHING APPROACH GROUNDED IN FINANCIAL EMPOWERMENT, GOAL-SETTING, AND ACCOUNTABILITY. FAMILY COACHES HELP HOUSEHOLDS STABILIZE INCOME, ACCESS RESOURCES, IMPROVE CREDIT, REDUCE EXPENSES, AND BUILD SAVINGS. COACHING IS DELIVERED ACROSS CENTERS FOR STRONG FAMILIES AND THRIVE@ ACCESS POINTS TO ENSURE SUPPORT IS AVAILABLE WHERE FAMILIES ALREADY ARE. 2) AMERICORPS FAMILY NAVIGATORSTRIDENT UNITED WAY'S AMERICORPS PROGRAM BUILDS LOCAL WORKFORCE CAPACITY IN HUMAN SERVICES WHILE DIRECTLY SERVING FAMILIES SEEKING FINANCIAL STABILITY. AMERICORPS FAMILY NAVIGATORS PROVIDE INDIVIDUALIZED COACHING, RESOURCE NAVIGATION, BENEFITS ACCESS, AND REFERRALS - STRENGTHENING THE REGIONAL INFRASTRUCTURE OF SUPPORT FOR ALICE HOUSEHOLDS. DURING FY 2024-2025, AMERICORPS MEMBERS CONNECTED FAMILIES TO COORDINATED SERVICES THAT ADDRESSED BASIC NEEDS, EMPLOYMENT BARRIERS, INCOME STABILIZATION, AND LONG-TERM FINANCIAL PLANNING. IN TOTAL, AMERICORPS MEMBERS SUPPORTED 2,025 HOUSEHOLDS - INCLUDING 4,325 INDIVIDUALS - AND CONNECTED THEM TO 5,261 SERVICES, 3,116 OF WHICH ADDRESSED IMMEDIATE BASIC NEEDS. THE PROGRAM ALSO HELPED DEVELOP A STRONG PIPELINE OF TRAINED PROFESSIONALS PREPARED TO CONTINUE CAREERS IN THE NONPROFIT AND HUMAN SERVICES SECTOR.3) BARRIERS TO EMPLOYMENTBARRIERS TO EMPLOYMENT PROVIDES SHORT-TERM FINANCIAL ASSISTANCE TO HELP INDIVIDUALS OVERCOME OBSTACLES THAT PREVENT THEM FROM FINDING OR KEEPING A JOB - SUCH AS TRANSPORTATION, CHILDCARE, UNIFORMS, EQUIPMENT, CERTIFICATION FEES, AND OTHER WORK-RELATED COSTS. THIS RESOURCE ALLOWS FAMILIES TO MAINTAIN STABLE EMPLOYMENT AND AVOID INCOME DISRUPTION DURING PERIODS OF FINANCIAL STRAIN.4) 2-1-1 INFORMATION & REFERRAL SERVICE2-1-1 PROVIDES FREE, CONFIDENTIAL, 24/7 CONNECTION TO ESSENTIAL HUMAN SERVICES VIA PHONE, TEXT, AND WEB. DURING FY 2024-2025, TRI-COUNTY RESIDENTS PLACED 17,084 CALLS, RESULTING IN 40,337 REFERRALS AND 19,515 WEBSITE VISITS FOR ASSISTANCE WITH HOUSING, UTILITIES, FOOD, AND EMPLOYMENT RESOURCES. TRIDENT UNITED WAY CONTRACTS WITH THE UNITED WAY OF ASSOCIATION OF SC, WHICH MANAGES THE CALL CENTER AND PROVIDES UP-TO-DATE, LOCAL INFORMATION ABOUT RESOURCES IN THE TRI-COUNTY TO TRI-COUNTY CALLERS.5) VOLUNTEER INCOME TAX ASSISTANCE (VITA)THROUGH PARTNERSHIP WITH THE IRS, FREE TAX PREPARATION SERVICES WERE PROVIDED TO INDIVIDUALS AND FAMILIES WITH LOW-TO-MODERATE INCOME. IN FY 2024-2025, MORE THAN 450 INDIVIDUALS RECEIVED FREE FEDERAL RETURNS GENERATING $354,514 IN REFUNDS INCLUDING $156,635 IN EARNED CREDITS. THESE SERVICES HELP FAMILIES KEEP MORE OF WHAT THEY EARN AND REDUCE RELIANCE ON HIGH-FEE TAX PREPARERS.6) FOODSHARE FOODSHARE EXPANDED ACCESS TO FRESH, AFFORDABLE PRODUCE ACROSS THE REGION BY ADDING NEW DISTRIBUTION PARTNERS AND STRENGTHENING RURAL DELIVERY POINTS, HELPING MORE FAMILIES STAY CONNECTED TO HEALTHY FOOD YEAR-ROUND. FOODSHARE BERKELEY COUNTY IS MAKING MEANINGFUL STRIDES IN ADDRESSING FOOD INSECURITY - DISTRIBUTING MORE THAN 70,000 POUNDS OF PRODUCE TO 1,041 CUSTOMERS, TOTALING OVER 4,300 BOXES IN FY 2024-2025, WITH SLIGHTLY MORE THAN 50% OF BOXES PURCHASED USING SNAP BENEFITS. THE PROGRAM ALSO IMPROVED CUSTOMER RETENTION AND LONG-TERM PARTICIPATION, REFLECTING STRONG SATISFACTION AND CONTINUED COMMUNITY DEMAND. 1210038 21500 0 CONNECTING THE COMMUNITYCONNECTING THE COMMUNITY INCLUDES INITIATIVES THAT PROVIDE MEANINGFUL COMMUNITY SERVICE OPPORTUNITIES AND CLEAR INFORMATION ABOUT THE WORK OF TRIDENT UNITED WAY ACROSS THE TRI-COUNTY REGION. THIS WORK CENTERS ON STRATEGIC VOLUNTEER ENGAGEMENT AND STAKEHOLDER AND COMMUNITY COMMUNICATIONS - CREATING MULTIPLE WAYS FOR INDIVIDUALS, COMPANIES, AND PARTNERS TO SUPPORT THE STRONG FAMILIES, STRONG COMMUNITY INITIATIVE.1) STRATEGIC VOLUNTEER ENGAGEMENTSTRATEGIC VOLUNTEER ENGAGEMENT IS DESIGNED TO ALIGN VOLUNTEER INTERESTS WITH COMMUNITY-IDENTIFIED NEEDS, CREATING HIGH-IMPACT SERVICE EXPERIENCES FOR CORPORATE PARTNERS, DONORS, AND INDIVIDUAL VOLUNTEERS. ENGAGEMENT RANGES FROM LEADERSHIP SERVICE ON COUNCILS AND COMMITTEES TO HANDS-ON COMMUNITY PROJECTS, OFFERING MULTIPLE ENTRY POINTS FOR COMMUNITY MEMBERS TO CONTRIBUTE. CORPORATE AND NONPROFIT PARTNERS ALSO PARTICIPATE IN CUSTOMIZED VOLUNTEER EXPERIENCES THROUGH TRIDENT UNITED WAY'S ENGAGE+ PLATFORM, WHICH SUPPORTS PLANNING, FACILITATION, AND IMPACT TRACKING.A CORNERSTONE OF THIS WORK IS DAYS OF CARING, THE REGION'S LARGEST VOLUNTEER ACTIVATION EVENT. OVER THREE DAYS OF SERVICE IN 2025, MORE THAN 2,000 VOLUNTEERS COMPLETED 151 PROJECTS AT 75 NONPROFITS, SCHOOLS, AND COMMUNITY AGENCIES, CONTRIBUTING OVER 8,000 VOLUNTEER HOURS AND GENERATING AN ESTIMATED $265,000 IN COMMUNITY BENEFIT. DAYS OF CARING CONTINUES TO SERVE AS A SIGNATURE PLATFORM FOR CORPORATE ENGAGEMENT, VOLUNTEER LEADERSHIP, AND LARGE-SCALE COMMUNITY MOBILIZATION.2) STAKEHOLDER AND COMMUNITY COMMUNICATIONS TRIDENT UNITED WAY ALSO MAINTAINS YEAR-ROUND COMMUNICATION WITH DONORS, PARTNERS, AND THE BROADER COMMUNITY THROUGH EMAIL NEWSLETTERS, THE ORGANIZATION'S WEBSITE, SOCIAL MEDIA PLATFORMS, AND MEDIA PARTNERSHIPS. THESE COMMUNICATIONS SHARE PROGRAM UPDATES, PROMOTE RESOURCES, HIGHLIGHT IMPACT, AND ENCOURAGE ONGOING COMMUNITY ENGAGEMENT - HELPING ENSURE THAT RESIDENTS, PARTNERS, AND SUPPORTERS REMAIN INFORMED AND CONNECTED TO THE MISSION OF STRONG FAMILIES, STRONG COMMUNITY. 1687771 720617 0 1687771 720617 6105792 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 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 75 1 0 0 0 0 0 0 0 0 0 0 X 44 43 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 SC X X X ANDREW SHELTON CHIEF FINANCIAL OFF 8437407745 P O BOX 63305 NORTH CHARLESTON SC 29419 CATHARINE ALMQUIST DIRECTOR 2.00 X 0 0 0 RITA BERRY DIRECTOR 2.00 X 0 0 0 PJ BROWNING DIRECTOR 2.00 X 0 0 0 ERIC CRAINE DIRECTOR 2.00 X 0 0 0 BRAD DAVIS DIRECTOR 2.00 X 0 0 0 KEITH B FAULKNER DIRECTOR 2.00 X 0 0 0 ROBERT FEI DIRECTOR 2.00 X 0 0 0 TRAVIS FRANK DIRECTOR 2.00 X 0 0 0 MOLLIE GORE DIRECTOR 2.00 X 0 0 0 GREGORY HABIB DIRECTOR 2.00 X 0 0 0 SCOTT HOWELL DIRECTOR 2.00 X 0 0 0 DEON JACKSON JR DIRECTOR 2.00 X 0 0 0 FRANCIS JOHNSON DIRECTOR 2.00 X 0 0 0 JULIE KORNAHRENS DIRECTOR 2.00 X 0 0 0 TODD LANT DIRECTOR 2.00 X 0 0 0 MARK LATTANZIO DIRECTOR 2.00 X 0 0 0 KATIE MCCRAVY DIRECTOR 2.00 X 0 0 0 LAUREN NILAN DIRECTOR 2.00 X 0 0 0 REV MARION PLATT DIRECTOR 2.00 X 0 0 0 CASSANDRA PRICE DIRECTOR 2.00 X 0 0 0 MARCELA RABENS DIRECTOR 2.00 X 0 0 0 MICHAEL SCARAFILE DIRECTOR 2.00 X 0 0 0 GEONA SHAW JOHNSON DIRECTOR 2.00 X 0 0 0 JEROME SMALLS DIRECTOR 2.00 X 0 0 0 RICHARD WARING DIRECTOR 2.00 X 0 0 0 FRANCES WELCH DIRECTOR 2.00 X 0 0 0 JEREMY WILLITS DIRECTOR 2.00 X 0 0 0 STUART E WOODCOCK DIRECTOR 2.00 X 0 0 0 WILLIAM ZOBEL DIRECTOR 2.00 X 0 0 0 JIMMY STATON DIRECTOR 2.00 X 0 0 0 DAVID J HAMPTON PRESIDENT & CEO 50.00 X X 262429 0 55846 DAVID J WASSERMAN CHIEF FINANCIAL OFFICER 50.00 X 147308 0 32302 NATASHA CHATMAN CHIEF INNOVATION OFFICER 50.00 X 118160 0 30357 BRIDGET LAIRD CHIEF ADVANCEMENT OFFICER 50.00 X 40916 0 2107 ILZE ASTAD CHIEF IMPACT OFFICER 50.00 X 110305 0 16509 BARBARA MELVIN BOARD CHAIR 5.00 X X 0 0 0 WENDY KOPP ADVANCEMENT COMMITTEE CHAI 5.00 X X 0 0 0 MELANIE STITH BOARD CHAIR ELECT 5.00 X X 0 0 0 MICHAEL SAMUEL CAMPAIGN CABINET CHAIR 5.00 X X 0 0 0 CHRISTOPHER GLENN AUDIT COMMITTEE CHAIR 5.00 X X 0 0 0 RUHAMAH GROOMS AFRICAN AMERICAN LEADERSHIP COUNCIL CHAIR 5.00 X X 0 0 0 COURTNEY HOWARD COMMUNITY IMPACT COMMITTEE 5.00 X X 0 0 0 SHAWAN GILLIANS FINANCE CHAIR 5.00 X X 0 0 0 BRENDA SZYMANOWSKI INVESTMENT COMMITTEE CHAIR 5.00 X X 0 0 0 PETER LAMOTTE MARKETING & COMMUNICATIONS 5.00 X X 0 0 0 BRIANNA JOHNSON WOMEN UNITED CHAIR 5.00 X X 0 0 0 LEE PARKER YOUNG LEADERS UNITED CHAIR 5.00 X X 0 0 0 679118 0 137121 4 0 1 0 ESYSTEMS SOLUTIONS LLC PO BOX 207 CHARLESTON SC 29402 INFORMATION TECHNOLOGY SERVICES 179814 1 19050 302425 5140953 5462428 FOODSHARE BERKELEY COUNTY REVENUE 561000 95563 95563 AMERICORP PROGRAM SERVICE FEES 561000 20778 20778 116341 508442 508442 192741 198688 -5947 -5947 -5947 3345756 3310612 35144 35144 35144 6100 19050 21857 -15757 -15757 OTHER 900099 46620 46620 46620 6147271 198105 0 486738 X 1150052 1150052 816239 519851 69500 226888 3494279 2225458 297524 971297 179393 114266 15256 49871 422284 268947 35956 117381 309840 197333 26382 86125 68367 68367 1250158 713953 108719 427486 117915 111813 49 6053 157134 119602 4270 33262 287556 244982 10173 32401 46852 31046 6419 9387 116598 79267 15838 21493 187257 124942 10882 51433 44678 27686 3145 13847 MEMBERSHIP DUES 100128 59074 7900 33154 POSTAGE & PRINTING 68347 40175 3762 24410 EVENTS 59138 58797 341 BANK CHARGES 23194 18548 1557 3089 8899409 6105792 685699 2107918 915559 1085328 3342240 1664990 1137405 1475500 175339 91988 43272 60500 4300704 2397118 2068724 1903586 10995076 10471600 215555 305126 18893170 17058618 931703 1030119 215555 305126 1147258 1335245 X 15624126 13152091 2121786 2571282 17745912 15723373 18893170 17058618 -2752138 670966 58633 0 X 0 1 X 1 0 X 6462765 6871672 5724250 4701453 5462428 29222568 6462765 6871672 5724250 4701453 5462428 29222568 1089214 28133354 587495 340580 462975 519858 508442 2419350 3328 9370 4561 37554 46620 101433 31743351 449579 0.88630 0.88070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7092775 407676 7500451 6815725 277048 7092775 6313052 502673 6815725 7120915 21250 -792131 -36982 6313052 5599786 1804024 -282895 7120915 0.90000 0.06000 0.04000 1 0 490000 490000 3392037 2009057 1382980 405531 388061 17470 13136 13136 1903586 LEASE LIABILITY 190521 CURRENT PORTION LEASE LIABILITY 114605 305126 X 6629107 670966 58633 198688 928287 5700820 68367 378084 446451 6147271 8651646 198688 198688 8452958 68367 378084 446451 8899409 PART V, LINE 4: TRIDENT UNITED WAY IS A LOCAL NON-PROFIT ORGANIZATION INVOLVED IN FUNDRAISING AND VOLUNTEERING IN A THREE-COUNTY REGION - CHARLESTON, BERKELEY, AND DORCHESTER COUNTIES. THE TRIDENT UNITED WAY ENDOWMENT FUND (THE FUND) HAS AN INVESTMENT POLICY STATEMENT THAT IS REVIEWED AT LEAST ANNUALLY. THE FUND PLACES EMPHASIS ON PROVIDING ANNUAL CASH INFUSIONS TO OPERATIONS TO HELP SUPPLEMENT OPERATING EXPENSES. PART X, LINE 2: INTERNAL REVENUE CODE AND COMPARABLE STATE LAW AS A CHARITABLE ORGANIZATION WHEREBY ONLY UNRELATED BUSINESS INCOME, AS DEFINED BY SECTION 509(A)(1) OF THE CODE IS SUBJECT TO FEDERAL INCOME TAX. THE FINANCIAL ACCOUNTING STANDARDS BOARD ISSUED GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAS MAINTAINED ITS TAX EXEMPT STATUS AND HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION COULD BE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COMMERCIAL RENTAL EXPENSES 198,688. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED FUNDS 399,941. EVENT EXPENSES -21,857. PART XII, LINE 2D - OTHER ADJUSTMENTS: COMMERCIAL RENTAL EXPENSES 198,688. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED FUNDS 399,941. EVENT EXPENSES -21,857. X X X X X X X 0 SC STATE OF OUR FAMILIES 25150 19050 6100 6940 9505 5412 25150 19050 6100 6940 9505 5412 21857 -15757 1 A SECOND CHANCE RESOURCE CENTER NETWORK UNITED INC PO BOX 40605 NORTH CHARLESTON SC 29423 810749656 501(C)(3) 10000 0 GRANTEE ADDLESTONE HEBREW ACADEMY 1675 WALLENBERG BLVD CHARLESTON SC 29407 570409223 CHURCH 8339 0 GRANTEE AMERICAN COLLEGE OF THE BUILDING ARTS 649 MEETING ST CHARLESTON SC 29403 571075250 501(C)(3) 5000 0 GRANTEE AMOR HEALING KITCHEN 944 PORTABELLA LN CHARLESTON SC 29412 823998998 501(C)(3) 15000 0 GRANTEE BARRIER ISLAND FREE MEDICAL CLINIC-103123-BARRIER ISLAND FREE MEDICAL CLINI 3226 MAYBANK HIGHWAY STE A-1 JOHNS ISLAND SC 29455 205628911 501(C)(3) 17500 0 GRANTEE BLACK RIVER UNITED WAY - GEORGETOWN SC PO BOX 1065 GEORGETOWN SC 294401065 570526145 501(C)(3) 13871 0 GRANTEE CENTER FOR BIRDS OF PREY AVIAN CONSERVATION CENTER PO BOX 1247 CHARLESTON SC 29402 570966813 501(C)(3) 5500 0 GRANTEE CHARLESTON HABITAT FOR HUMANITY 731 MEETING ST CHARLESTON SC 29413 570889919 501(C)(3) 15000 0 GRANTEE CHARLESTON LEGAL ACCESS 3775 SPRUILL AVESTE B NORTH CHARLESTON SC 29405 811013976 501(C)(3) 13080 0 GRANTEE CHARLESTON PRO BONO LEGAL SERVICES 111 CHURCH ST CHARLESTON SC 29401 200737728 501(C)(3) 10000 0 GRANTEE CHARLESTON TRIDENT URBAN LEAGUE 303 EAST RICHARDSON AVE SUMMERVILLE SC 29483 271078099 501(C)(3) 50000 0 GRANTEE CHILDREN IN CRISIS IN DORCHESTER COUNTY 570426335 501(C)(3) 14575 0 GRANTEE CLEMSON UNIVERSITY FOUNDATION PO BOX 1889 CLEMSON SC 29633 570426335 501(C)(3) 9221 0 GRANTEE COASTAL COMMUNITY FOUNDATION OF SOUTH CAROLINA 1691 TURNBULL AVE NORTH CHARLESTON SC 29405 237390313 501(C)(3) 6078 0 GRANTEE COLLEGE OF CHARLESTON FOUNDATION 66 GEORGE STSOTTILE HOUSE CHARLESTON SC 29424 237069236 501(C)(3) 10032 0 GRANTEE COMMUNITIES IN SCHOOLS OF SOUTH CAROLINA 1691 TURNBALL AVE NORTH CHARLESTON SC 29405 570931840 501(C)(3) 180056 0 GRANTEE CONGREGATION DOR TIKVAH PO BOX 80301 NORTH CHARLESTON SC 29416 455626741 CHURCH 8339 0 GRANTEE DORCHESTER CHILDREN'S ADVOCACY CENTER 303 EAST RICHARDSON AVE SUMMERVILLE SC 29483 571078099 501(C)(3) 6641 0 GRANTEE DORCHESTER COUNTY COMMUNITY OUTREACH DBA LOWCOUNTRY HOME OF HOPE PO BOX 2994 SUMMERVILLE SC 29484 473909720 501(C)(3) 13500 0 GRANTEE DORCHESTER SENIORS INC 312 N LAUREL ST SUMMERVILLE SC 29483 570703785 501(C)(3) 15000 0 GRANTEE FAMILY SERVICES INC DBA ORIGIN SC PO BOX 118006 CHARLESTON SC 29406 570324920 501(C)(3) 66431 0 GRANTEE HELPING AND LENDING OUTREACH SUPPORT 4995 LACROSS RDSTE 1300 NORTH CHARLESTON SC 29406 200858549 501(C)(3) 16303 0 GRANTEE I AM VOICES 10070 DORCHESTER RD SUMMERVILLE SC 29485 823159217 501(C)(3) 15000 0 GRANTEE ICNA RELIEF USA - 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IN THE CURRENT REPORTING YEAR THIS AMOUNT IS $399,941. A PORTION OF THE GRANTED FUNDS ARE A RESULT OF A FUNDING PROCESS OVERSEEN BY THE COMMUNITY IMPACT COMMITTEE. THE COMMUNITY IMPACT COMMITTEE, ALONG WITH THE SUBCOMMITTEES OF THE FINANCIAL REVIEW COMMITTEE AND PROGRAM REVIEW COMMITTEE, CONSISTS OF COMMUNITY VOLUNTEERS THAT SELECT GRANT RECIPIENTS BASED ON FORMAL APPLICATIONS AND PROGRAM MONITORING. X X X X X X 0 1 0 0 0 0 0 0 0 DAVID J HAMPTON PRESIDENT & CEO 262429 0 0 0 0 0 22998 0 32848 0 318275 0 0 0 DAVID J WASSERMAN CHIEF FINANCIAL OFFICER 147308 0 0 0 0 0 30500 0 1802 0 179610 0 0 0 PART I, LINE 4B PERSONS PARTICIPANTING IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: THERE ARE BALANCES IN A 457(B) AND 457(F) SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN OF TRIDENT UNITED WAY FOR CHRISTOPHER F. KERRIGAN. THERE WERE NO CONTRIBUTIONS TO THESE PLANS DURING THE 2024-2025 FISCAL YEAR. X 6 81576 MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A PER THE TUW BYLAWS, THE PRESIDENT/CEO SERVES AS AN EX-OFFICIO, NON-VOTING MEMBER OF THE BOARD OF DIRECTORS, THUS 44 TOTAL AND 43 INDEPENDENT. FORM 990, PART VI, SECTION A, LINE 2 DR. FRANCES WELCH AND DR. COURTNEY HOWARD ARE BOTH EMPLOYEES WITH COLLEGE OF CHARLESTON.BRENDA SZYMANOWSKI AND CASSANDRA PRICE ARE BOTH EMPLOYEES OF ASTENJOHNSON. MS. BARBARA MELVIN & MR. TRAVIS FRANK ARE BOTH EMPLOYEES OF THE SC PORTS AUTHORITY. MS. SHAWAN GILLIANS & MS. MOLLIE GORE ARE BOTH EMPLOYEES OF SANTEE COOPER. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM. A DETAILED REVIEW IS COMPLETED BY THE CHIEF FINANCIAL OFFICER OF TRIDENT UNITED WAY. THE COMPLETED FORM 990 IS PROVIDED TO ALL TRIDENT UNITED WAY BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY REQUIRES THE BOARD OF DIRECTORS TO COMPLETE AND SIGN A CONFLICT OF INTEREST STATEMENT EACH YEAR AND DISCLOSE ALL RELATED PARTY TRANSACTIONS WITH THE ORGANIZATION AND OTHER BOARD OF DIRECTOR MEMBERS. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS AND APPROVES ALL CEO COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THREE YEARS OF AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE ON THE TUW.ORG WEBSITE. OTHER GOVERNING DOCUMENTS, FORM 1023 AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE AT REQUEST FROM THE ORGANIZATION. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES AND CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 713,953. MANAGEMENT AND GENERAL EXPENSES 108,719. FUNDRAISING EXPENSES 427,486. TOTAL EXPENSES 1,250,158.