2021-01-13T07:42:42-06:00 2020-06-30 541631262 KEITERSTEPHENSHURSTGARY & SHREAVESPC 4401 DOMINION BLVD GLEN ALLEN VA 23060 990 2019-07-01 237375346 UNITED WAY OF GREATER RICHMOND & PETERSBURG UNIT 8047715820 2001 MAYWILL STREET RICHMOND VA 23230 JAMES L M TAYLOR CHIEF EXECUTIVE OFFICER 8047715820 2021-01-12 1 VIRGINIA R BELCHER P00421964 8047470000 2019 2022-09-23 18:48:47Z JAMES L M TAYLOR 2001 MAYWILL STREET RICHMOND VA 23230 16825759 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 60 1300 0 0 16615740 16156621 0 0 411980 185557 459416 483581 17487136 16825759 14942295 12842000 0 0 2834901 3144831 0 0 1782578 1518436 1476474 19295632 17463305 -1808496 -637546 12027774 13468312 5677098 7849286 6350676 5619026 WE EMPOWER INDIVIDUALS AND DRIVE SYSTEMIC CHANGE TO PROVIDE EVERYONE WITH A CLEAR PATH TO SUCCESS. 0 0 14896816 12842000 UNITED WAY OF GREATER RICHMOND & PETERSBURG USES ITS STEPS TO SUCCESS MODEL AND PROVIDES TECHNICAL ASSISTANCE AND OUTCOME-FOCUSED FUNDING TO MORE THAN 70 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. 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. 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. 14896816 1 0 0 0 0 0 0 0 0 0 1 0 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 13 0 1 60 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 BOBBY COWGILL DIRECTOR 1.00 X 0 0 0 T PRESTON LLOYD JR DIRECTOR 1.00 X 0 0 0 PHILIP AVANT 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 TAMMY HORNSBY-FINK DIRECTOR 1.00 X 0 0 0 DANIEL HUDGENS 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 CHELLIE PECK DIRECTOR 1.00 X 0 0 0 BRIAN ROUNTREE DIRECTOR 1.00 X 0 0 0 RENE SHEPPERSON DIRECTOR 1.00 X 0 0 0 MICHAEL TODD DIRECTOR 1.00 X 0 0 0 SUSAN TRIGGS DIRECTOR 1.00 X 0 0 0 CINDY BUCKLER DIRECTOR 1.00 X 0 0 0 LYNN WHITE DIRECTOR 1.00 X 0 0 0 LORI ELLIOTT JARVIS INTERMEDIATE PAST CHAIR 1.00 X X 0 0 0 JAMES JL STEGMAIER CHAIR 1.00 X X 0 0 0 JONATHAN LEON FIRST VICE CHAIR 1.00 X X 0 0 0 CORYNNE ARNETT SECOND VICE CHAIR 1.00 X X 0 0 0 CANDACE C FORMACEK TREASURER 1.00 X X 0 0 0 JAMES L M TAYLOR PRESIDENT & CEO 40.00 X 179245 0 27186 DANIEL KEARNS CHIEF OPERATING OFFICER 40.00 X 118981 0 16704 BRIAN WACHUR VP OF MARKETING & COMMUNIC 40.00 X 99931 0 14929 ANGELA OTTO VP OF PROGRAMS & ADMIN 40.00 X 98885 0 15020 AUDREY TRUSSELL VP OF COMMUNITY IMPACT 40.00 X 89781 0 14026 586823 0 87865 2 0 1 0 0 9725 129370 16017526 57748 16156621 79997 79997 105560 0 105560 105560 105560 FEES - 3RD PARTY PROC. 900099 233354 233354 ENDOWMENT INCOME 900099 223301 223301 FEES - DONOR DESIGNATIONS 900099 26926 26926 483581 16825759 483581 0 185557 12842000 12842000 681002 286021 102150 292831 1596765 672434 236712 687619 291420 140557 57136 93727 401796 174729 70406 156661 173848 65276 34859 73713 110689 23760 78300 8629 383742 156462 100687 126593 21576 8973 1853 10750 29778 25269 4509 124578 41526 41526 41526 44561 14884 14839 14838 PROGRAM EXPENSES 348515 348513 2 PRINTING AND PUBLICATIO 152985 3981 149004 EQUIPMENT MAINTENANCE 133584 65885 17868 49831 SUPPLIES 70595 5860 6842 57893 55871 20686 16222 18963 17463305 14896816 783911 1782578 3543917 6381127 2185862 2044750 199790 81045 43064 48011 1632474 1567337 93615 65137 5961526 4848242 12027774 13468312 134379 173542 5064980 6904365 477739 771379 5677098 7849286 X 5197314 4062117 1153362 1556909 6350676 5619026 12027774 13468312 -637546 -94104 0 X 0 1 X 1 0 X 12508013 9065762 17762911 16615740 16156621 72109047 12508013 9065762 17762911 16615740 16156621 72109047 72109047 104190 108539 106818 120071 79997 519615 802075 578075 495285 459416 483581 2818432 75447094 0.95580 0.94900 X 175549 171096 4453 1456925 1396241 60684 65137 FUNDS HELD FOR OTHERS 276662 PPP CARES ACT FUNDING 494717 771379 X 6794655 -94104 -94104 6888759 9937000 9937000 16825759 7526305 0 7526305 9937000 9937000 17463305 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 9,937,000. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 9,937,000. 1 ACCESS NOW INC 2821 EMERYWOOD PARKWAY RICHMOND VA 23294 261695468 501(C)(3) 25000 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES ALBEMARLE ELECTRIC MEMBERSHIP PO BOX 69 HERTFORD NC 27944 501(C)(12) 6144 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES AMERIGAS PITTSBURGH PO BOX 371473 PITTSBURGH PA 15250 N/A 14622 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES APPALACHIAN POWER PO BOX 24401 CANTON OH 447014401 N/A 72977 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES ART 180 114 W MARSHALL ST RICHMOND VA 23220 541935207 501(C)(3) 25000 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES BARC ELECTRIC COOPERATIVE PO BOX 264 MILLBORO VA 24460 501(C)(12) 19549 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES BETTER HOUSING COALITION PO BOX 12117 RICHMOND VA 23241 541479059 501(C)(3) 25000 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES BIG BROTHERS BIG SISTERS SERVICES INC 1707 SUMMIT AVENUE - SUITE 200 RICHMOND VA 23230 540702502 501(C)(3) 25000 DONOR DIRECTS 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 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES CAPITOL OIL PO BOX 26664 RICHMOND VA 23261 N/A 5691 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR ENERGY SHARE CARITAS PO BOX 25790 RICHMOND VA 23260 541441917 501(C)(3) 25000 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES CENTRAL VIRGINIA ELECTRIC COOP PO BOX 247 LOVINGSTON VA 22949 501(C)(12) 58415 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR ENERGY SHARE CHILDREN'S HOME SOCIETY OF VIRGINIA 4200 FITZHUGH AVE RICHMOND VA 23230 540505884 501(C)(3) 25000 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES CHILDSAVERS 200 NORTH 22ND STREET RICHMOND VA 23223 540505927 501(C)(3) 100000 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES CIRCLE CENTER ADULT DAY SERVICES 4900 WEST MARSHALL STREET RICHMOND VA 23230 540991287 501(C)(3) 35000 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES CITY OF ELIZABETH CITY PO BOX 347 ELIZABETH CITY NC 27907 GOV 15649 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES CITY OF FRANKLIN PO BOX 179 FRANKLIN VA 23851 GOV 20734 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES CITY OF MANASSAS UTILITIES 8500 PUBLIC WORKS DRIVE MANASSAS VA 20110 GOV 13925 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR ENERGY SHARE COLUMBIA GAS PO BOX 910 SMITHFIELD PA 15478 N/A 40654 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR ENERGY SHARE COMMONWEALTH CATHOLIC CHARITIES 1601 ROLLING HILLS DRIVE HENRICO VA 23229 540505877 501(C)(3) 40000 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES COMMUNITIES IN SCHOOLS OF CHESTERFIELD PO BOX 10 - CHESTERFIELD VA 23832 460651192 501(C)(3) 65000 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES COMMUNITIES IN SCHOOLS OF RICHMOND 2922 WEST MARSHALL STREET 2ND FLOOR RICHMOND VA 23230 541799922 501(C)(3) 50000 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES CRATER HEALTH DISTRICT 301 HALIFAX ST PETERSBURG VA 23803 GOV 30000 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES CROSSOVER HEALTHCARE MINISTRY 8600 QUIOCCASIN ROAD SUITE 102 RICHMOND VA 23229 541371067 501(C)(3) 50000 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES DAILY PLANET HEALTH SERVICES 517 WEST GRACE STREET RICHMOND VA 23220 540900368 501(C)(3) 32500 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES DAVENPORT ENERGY 7 EDMUNDS STREET SOUTH BOSTON VA 24592 N/A 8784 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES DIVERSIFIED ENERGY NC PO BOX 618 RICH SQUARE NC 27869 N/A 6312 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR ENERGY SHARE DOMINION ENERGY POB25339 PO BOX 26666 RICHMOND VA 23261 N/A 4907755 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR ENERGY SHARE FAMILY LIFELINE 2325 WEST BROAD STREET RICHMOND VA 23220 540737133 501(C)(3) 390000 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES FEED MORE 1415 RHOADMILLER STREET RICHMOND VA 23220 541150923 501(C)(3) 25000 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES FREDERICK NORTHUP INC PO BOX 370 WARSAW VA 22572 N/A 16474 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES FRIENDS ASSOCIATION FOR CHILDREN 1004 SAINT JOHN STREET RICHMOND VA 23220 540505899 501(C)(3) 115000 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES GOOCHLANDCARES PO BOX 116 GOOCHLAND VA 23063 541967650 501(C)(3) 25000 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES GOODWILL OF CENTRAL AND COASTAL VIRGINIA 6301 MIDLOTHIAN TURNPIKE RICHMOND VA 23225 540455395 501(C)(3) 50000 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES GREATER RICHMOND SCAN (STOP CHILD ABUSE NOW) 103 EAST GRACE STREET RICHMOND VA 23219 541584969 501(C)(3) 25000 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES HAMPTON ROADS COMMUNITY ACTION 2410 WICKHAM AVE NEWPORT NEWS VA 23607 501(C)(3) 5561 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES HANOVER SAFE PLACE 629A N WASHINGTON HWY ASHLAND VA 23005 311415701 501(C)(3) 45000 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES HARRISONBURG ELECTRIC COMMISSI 89 W BRUCE ST HARRISONBURG VA 22801 501(C)(12) 26911 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES HEALTH BRIGADE 1010 NORTH THOMPSON STREET RICHMOND VA 23230 540927792 501(C)(3) 32500 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES HIGHER ACHIEVEMENT 4009 FITZHUGH AVENUE RICHMOND VA 23230 521383374 501(C)(3) 25000 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES HOMEAGAIN PO BOX 5222 RICHMOND VA 23220 541159513 501(C)(3) 30000 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES HOMEWARD 1125 COMMERCE ROAD RICHMOND VA 23224 050606153 501(C)(3) 50000 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES HOUSING FAMILIES FIRST 3900 NINE MILE ROAD HENRICO VA 23223 541995917 501(C)(3) 70000 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES JERNIGAN OIL & PROPANE PO BOX 688 AHOSKIE NC 27910 N/A 5811 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR ENERGY SHARE JEWISH FAMILY SERVICES PO BOX 17128 - RICHMOND VA 23226 540526201 501(C)(3) 50000 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES MECKLENBURG ELEC COOP PO BOX 2451 CHASE CITY VA 239242451 501(C)(12) 67005 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR ENERGY SHARE NEXTUP 3409 MOORE ST RICHMOND VA 23230 474933093 501(C)(3) 25000 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES NORTHERN NECK ELECTRIC PO BOX 288 WARSAW VA 22572 N/A 28400 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR ENERGY SHARE NORTHERN VIRGINIA ELECTRIC COO PO BOX 34795 ALEXANDRIA VA 22334 501(C)(12) 84233 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR ENERGY SHARE OAR OF RICHMOND INC 3111 WEST CLAY ST RICHMOND VA 23230 540974305 501(C)(3) 60000 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES PARTNERSHIP FOR FAMILIES 3121 MOSS SIDE AVENUE RICHMOND VA 23222 273330011 501(C)(3) 25000 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES PATHWAYS-VA INC 1200 WEST WASHINGTON ST PETERSBURG VA 23803 541868900 501(C)(3) 25000 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES PETER PAUL DEVELOPMENT CENTER 1708 NORTH 22ND STREET RICHMOND VA 23223 541137164 501(C)(3) 50000 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES PRESBYTERIAN HOMES & FAMILY SERVICES INC DBA HUMANKIND 908 NORTH THOMPSON STREET RICHMOND VA 23230 540346118 501(C)(3) 25000 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES PRINCE GEORGE ELECTRIC COOP PO BOX 620 WAVERLY VA 23890 501(C)(12) 17564 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR ENERGY SHARE PROGRESSIVE ADULT REHABILITATION CENTER INC 114 NORTH UNION STREET PETERSBURG VA 23803 540836365 501(C)(3) 25000 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES PROJECTHOMES 88 CARNATION ST RICHMOND VA 23225 541595851 501(C)(3) 25000 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES QUARLES ENERGY SERVICES 1701 FALL HILL AVE 200 FREDERICKSBURG VA 22401 N/A 14424 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR ENERGY SHARE QUIN RIVERS INC 7911 COURTHOUSE WAY NEW KENT VA 23124 540880233 501(C)(3) 80000 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES RAPPAHANNOCK ELECTRIC COOPERAT PO BOX 34849 ALEXANDRIA VA 22334 501(C)(12) 180376 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR ENERGY SHARE READING AND EDUCATION FOR ADULT DEVELOPMENT INC 4915 RADFORD AVE 204 RICHMOND VA 23230 541364885 501(C)(3) 25000 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES RICHMOND DPU 730 E BROAD STREET RICHMOND VA 23219 N/A 17654 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES ROANOKE ELECTRIC COOPERATIVE PO BOX 1326 AHOSKIE NC 27910 501(C)(12) 38144 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR ENERGY SHARE ROCKBRIDGE FARMERS COOP 33 YELLOW RAIL LANE LEXINGTON VA 24450 501(C)(12) 10553 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR ENERGY SHARE SACRED HEART CENTER INC 1400 PERRY STREET RICHMOND VA 23224 541590419 501(C)(3) 50000 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES SENIOR CONNECTIONS 24 EAST CARY STREET RICHMOND VA 23219 540950714 501(C)(3) 50000 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES SHENANDOAH VALLEY ELECTRIC COO PO BOX 236 MT CRAWFORD VA 22841 501(C)(12) 69470 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR ENERGY SHARE SIDE BY SIDE VA INC PO BOX 26442 RICHMOND VA 23261 541572424 501(C)(3) 50000 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES SMART BEGINNINGS GREATER RICHMOND 919 EAST MAIN STREET STE 1700 RICHMOND VA 23219 510252958 501(C)(3) 25000 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES SMART BEGINNINGS SOUTHEAST 209 EAST CAWSON STREET HOPEWELL VA 23860 472749435 501(C)(3) 25000 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES SOAR365 (FORMERLY GREATER RICHMOND ARC) 3600 SAUNDERS AVE RICHMOND VA 23227 540629691 501(C)(3) 95000 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES SOUTH RICHMOND ADULT DAY CARE CENTER 1500 HULL STREET RICHMOND VA 23224 510163293 501(C)(3) 25000 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES SOUTHSIDE COMMUNITY DEVELOPMENT HOUSING CORPORATION 1624 HULL STREET RICHMOND VA 23224 541480544 501(C)(3) 35000 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES SOUTHSIDE ELECTRIC COOP PO BOX 7 CREWE VA 23930 501(C)(12) 93489 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR ENERGY SHARE ST JOSEPH'S VILLA 8000 BROOK ROAD RICHMOND VA 23227 540505950 501(C)(3) 25000 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES STERLING OIL CO PO BOX 2475 LYNCHBURG VA 24505 N/A 9799 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR ENERGY SHARE THE LITERACY LAB 2920 W BROAD ST STE 111 RICHMOND VA 23230 271777117 501(C)(3) 90000 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES THE SALVATION ARMY 2 WEST GRACE STREET RICHMOND VA 23220 580660607 501(C)(3) 65000 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES TIGER FUEL COMPANY PO BOX 1607 CHARLOTTESVILLE VA 22902 N/A 5170 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR ENERGY SHARE TOWN OF CULPEPER 400 SOUTH MAIN STREET SUITE 109 CULPEPER VA 22701 GOV 20014 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES VA BEACH COMMUNITY DEVELOPMENT 2400 POTTERS RD VIRGINIA BEACH VA 23454 501(C)(3) 5292 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES VIRGINIA DENTAL ASSOCIATION FOUNDATION 3460 MAYLAND COURT SUITE 110 RICHMOND VA 23233 541821602 501(C)(3) 25000 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES VIRGINIA LISC 413 STUART CIRCLE RICHMOND VA 23220 133030229 501(C)(3) 25000 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES VIRGINIA MENTORING PARTNERSHIP 2500 W BROAD ST RICHMOND VA 23220 541814823 501(C)(3) 25000 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES VIRGINIA NATURAL GAS PO BOX 5409 CAROLSTREAM IL 601975409 N/A 13314 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR ENERGY SHARE VIRGINIA SUPPORTIVE HOUSING 5008 MONUMENT AVENUE RICHMOND VA 23230 541444564 501(C)(3) 40000 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES VIRGINIA VETERANS SERVICES FOU 101 N 14TH ST FL 17 RICHMOND VA 232193684 501(C)(3) 35000 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES WASHINGTON GAS PO BOX 37747 PHILADELPHIA PA 19101 N/A 57465 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR ENERGY SHARE YMCA OF GREATER RICHMOND 2 WEST FRANKLIN STREET 2ND FLOOR RICHMOND VA 23220 540505986 501(C)(3) 115000 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES YWCA RICHMOND 6 NORTH 5TH STREET RICHMOND VA 23219 540506493 501(C)(3) 155000 DONOR DIRECTS FUNDS (DESIGNATIONS) FOR GENERAL PURPOSES 62 29 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 179245 0 0 0 0 0 15200 0 11986 0 206431 0 0 0 X 15 57748 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.