2021-05-12T11:35:35-05:00 2020-06-30 824158464 DAVIS & COMPANY CPAS PO BOX 1552 MOUNT PLEASANT SC 29465 990 2019-07-01 570314378 TRIDENT UNITED WAY TRID 8437409000 PO BOX 63305 NORTH CHARLESTON SC 294193305 BRIDGET BUSH CHIEF FINANCIAL OFFICER 8437409000 2021-05-12 1 ZOE DAVIS P01057590 8438813315 2021-05-12 2019 2022-09-23 18:48:47Z CHLOE KNIGHT TONNEY PO BOX 63305 NORTH CHARLESTON SC 294193305 8334385 0 X WWW.TUW.ORG X 1944 SC CATALYST FOR COMMUNITY TRANSFORMATION BY COLLECTIVE IMPACT IN EDUC, FIN STABILITY & HEALTH. 39 38 96 6614 0 0 6582516 7097374 108626 63062 491040 911122 31710 -1904 7213892 8069654 4240229 3287671 0 0 3051125 3416950 36814 0 1509166 1715851 1697648 9044019 8402269 -1830127 -332615 19380310 19063609 1199572 1633288 18180738 17430321 X TRIDENT UNITED WAY IS A CATALYST FOR MEASURABLE COMMUNITY TRANSFORMATION THROUGH COLLECTIVE IMPACT IN EDUCATION, FINANCIAL STABILITY, AND HEALTH. 0 0 2958392 1384322 COMMUNITY IMPACT - THE COMMUNITY IMPACT TEAM OF TRIDENT UNITED WAY WORKS TO STRENGTHEN OUR COMMUNITY BY FOCUSING ON EDUCATION, FINANCIAL STABILITY, AND HEALTH. THE THREE AREAS OF EDUCATION, FINANCIAL STABILITY, AND HEALTH ARE INTEGRATED, AND TRIDENT UNITED WAY WORKS PROACTIVELY AND COLLABORATIVELY TO CREATE LONG-LASTING CHANGE IN BERKELEY, CHARLESTON AND DORCHESTER COUNTIES USING THE COMMUNITY SOLUTIONS FRAMEWORKS AND THE COLLECTIVE IMPACT DISCIPLINE. TRIDENT UNITED WAY LEADS THREE NETWORKS, KINDERGARTEN READINESS, SAFETYNET ASSISTANCE, AND HEALTHY TRI-COUNTY TO SUPPORT COMMUNITY-LEVEL AND SYSTEMS CHANGE THAT NO ONE ORGANIZATION CAN DO ALONE. EACH IMPACT AREA'S GOALS ARE DETERMINED BY THESE NETWORKS THROUGH DATA AND FEEDBACK. THE FUNDS TRIDENT UNITED WAY GRANTS OUT TO OTHER NONPROFIT ORGANIZATIONS ALIGN WITH THE NETWORK PRIORITIES TO ENSURE SYNERGY BETWEEN FUNDING AND OTHER TRIDENT UNITED WAY INITIATIVES AND AREAS OF FOCUS.TRIDENT UNITED WAY'S COMMUNITY CHANGE EFFORTS ARE SUPPORTED THROUGH HUNDREDS OF WORKPLACE GIVING CAMPAIGNS, INDIVIDUAL GIVING, CORPORATE AND FOUNDATION GRANTS, FEDERAL AND STATE GRANTS, AND FEE FOR SERVICE ACTIVITIES. MAJOR INITIATIVES INCLUDED THE LAUNCH OF THE 2019-2022 FUNDING CYCLE ANNOUNCED ON APRIL 23, 2019 OF PROGRAMMATIC GRANT OFFERS TO 19 AGENCIES DELIVERING 35 PROGRAMS ACROSS BERKELEY, CHARLESTON, AND DORCHESTER COUNTIES. THESE PROGRAMMATIC GRANT OFFERS COMPRISE PROGRAM INVESTMENT AND BASIC NEEDS GRANT POOLS TOTALING $1.2 MILLION IN PHILANTHROPIC INVESTMENTS CYCLE. THESE GRANT POOLS ALSO INCLUDE COLLECTIVE IMPACT AND COMMUNITY ENGAGEMENT GRANTS ALIGNING WITH THE FOUR TRADITIONS OF PHILANTHROPY: RELIEF, IMPROVEMENT, SOCIAL REFORM, AND CIVIC ENGAGEMENT.IN ADDITION TO GRANTS, THE COMMUNITY IMPACT AREA OF TRIDENT UNITED WAY SUPPORTS AND PROVIDES CAPACITY-BUILDING TOOLS TO THE COMMUNITY. THESE INCLUDE 211, RESOURCE CONNECTION CENTERS, THE AMERICORPS PROGRAM, AND CHARITYTRACKER. DETAILED DESCRIPTIONS OF THESE CAPACITY-BUILDING TOOLS ARE AS FOLLOWS:2-1-1 SERVICE: 2-1-1 IS A FREE, CONFIDENTIAL REFERRAL AND INFORMATION SERVICE THAT CONNECTS PEOPLE FROM ALL COMMUNITIES AND OF ALL AGES TO A COMMUNITY RESOURCE SPECIALIST WHO WILL HELP THEM FIND LOCAL HEALTH AND HUMAN SERVICES. THE CALL CENTER IS OPEN 24 HOURS A DAY, SEVEN DAYS A WEEK TO SERVE CALLERS IN OVER ONE HUNDRED LANGUAGES BY DIALING ONE NUMBER AND MAKING ONE PHONE CALL. 2-1-1 IS COMMITTED AS THE FIRST, MOST ESSENTIAL RESOURCE TO ANYONE WHO NEEDS HELP. AN INFORMATION AND REFERRAL (I&R) SPECIALIST ASSESSES CALLERS' NEEDS AND HELPS THE CALLER DETERMINE OPTIONS AND BEST COURSE OF ACTION IN A NON-THREATENING, NON-JUDGMENTAL AND CONFIDENTIAL MANNER. ADDITIONALLY, I&R SPECIALISTS ARE TRAINED TO DETERMINE WHETHER A CALLER MAY BE ELIGIBLE FOR OTHER PROGRAMS, TO INTERVENE IN CRISIS-SITUATIONS AND TO ADVOCATE ON BEHALF OF THE CALLER WHO MAY NEED FURTHER ASSISTANCE. THE SERVICE IS FREE TO THE COMMUNITY. TRIDENT UNITED WAY CONTRACTS WITH THE UNITED WAY OF ASSOCIATION OF SC, WHICH MANAGES THE CALL CENTER AND PROVIDES UP-TO-DATE, TIMELY, LOCAL INFORMATION ABOUT RESOURCES IN THE TRI-COUNTY TO TRI-COUNTY CALLERS. HIGHLIGHTS OF SERVICES FOR THE 2019-2020 FISCAL YEAR INCLUDE 12,407 CALLS RECEIVED AND 25,135 REFERRALS MADE. BERKELEY AND DORCHESTER RESOURCE CONNECTION CENTERS: THE BERKELEY AND DORCHESTER RESOURCE CONNECTION CENTERS ARE A COLLABORATIVE PARTNERSHIP BETWEEN TRIDENT UNITED WAY AND A HOST OF PARTNERS. THE BERKELEY RESOURCE CONNECTION CENTER IS LOCATED AT 325 E. MAIN STREET, MONCKS CORNER, SC 29461 AND THE DORCHESTER RESOURCE CONNECTION CENTER IS LOCATED AT 1325A BOONEHILL ROAD, ROOM 124, SUMMERVILLE, SC 29485. SERVICES IN THE CENTERS ARE PROVIDED THROUGH A COMMUNITY NETWORK OF PARTNERS IN AN INTEGRATED SERVICE DELIVERY SYSTEM. PARTNERS LOCATED IN THE CENTERS INCLUDE DORCHESTER ADULT EDUCATION, SC WORKS, VOCATIONAL REHABILITATION, SALVATION ARMY, PALMETTO GOODWILL, PALMETTO CAP, SC THRIVE, ORIGIN SC, ACCESSHEALTH, AND LOWCOUNTRY FOOD BANK. THE CENTERS ARE SERVICE HUBS WHERE LOW TO MODERATE INCOME INDIVIDUALS AND FAMILIES HAVE ACCESS TO PROGRAMS AND RESOURCES SUCH AS EDUCATIONAL RESOURCES, BASIC NEEDS AND RESOURCES TO BECOME SELF-SUFFICIENT. THE RESOURCE CONNECTION CENTERS TAKE AN INTEGRATED APPROACH TO SERVICE DELIVERY, WHICH INCLUDES BUNDLING AND SEQUENCING OF SERVICES, LEADING TO LONG LASTING FINANCIAL CHANGE FOR CLIENTS AND THEIR FAMILIES. THE CENTERS OPERATE USING A CONTINUUM FRAMEWORK THAT BEGINS WITH ADDRESSING BASIC NEEDS AND MOVES INDIVIDUALS ALONG A CONTINUUM TO ACHIEVE THE GOAL OF GAINING AND SUSTAINING ASSETS. SERVING INDIVIDUALS COLLABORATIVELY IS A SHARED DESIRE TO CREATE BETTER FINANCIAL OUTCOMES FOR INDIVIDUALS AND FAMILIES IN THE TRI-COUNTY AREA.THE RESOURCE CONNECTION CENTERS PROVIDED 2,982 FINANCIAL STABILITY SERVICES TO 853 HOUSEHOLDS WITH 1,489 INDIVIDUALS IN THE 2019-2020 FISCAL YEAR. TRIDENT UNITED WAY AND AGENCY PARTNERS PROVIDED $35,259 IN IMMEDIATE FINANCIAL ASSISTANCE TO THE FAMILIES AND INDIVIDUALS.AMERICORPS FAMILY NAVIGATORS: THE TRIDENT UNITED WAY AMERICORPS PROGRAM HAS BEEN OPERATING FOR TEN YEARS WITH A GOAL OF BUILDING CAPACITY FOR COMMUNITY ORGANIZATIONS TO PROVIDE SERVICES THAT HELP FAMILIES BECOME MORE FINANCIALLY STABLE. FURTHER, THE TRIDENT UNITED WAY AMERICORPS PROGRAM HAS DEVELOPED A REPUTATION IN THE TRI-COUNTY OF PRODUCING HIGHLY QUALIFIED, TRAINED HUMAN SERVICES PROFESSIONALS. MORE THAN 75% OF ALL TRIDENT UNITED WAY AMERICORPS MEMBERS OVER THE PAST 3 YEARS MOVE ON TO EMPLOYMENT IN LOCAL HUMAN SERVICE ORGANIZATIONS AFTER COMPLETING THEIR SERVICE. NOTABLE RESULTS INCLUDE:THE AMERICORPS PROGRAM CONNECTED 14,476 FAMILIES TO OVER 20,000 SERVICES. WE ASSISTED 1,500 FAMILIES FILE STATE AND FEDERAL TAXES AT NO COST OR FEE AND PROVIDED 500 CLIENTS WITH BASIC FINANCIAL EDUCATION. THE 20 MEMBERS INCREASED OUR REGION'S SERVICE CAPACITY BY PROVIDING 15,646 HOURS OF SERVICE. PARTNER AGENCIES AGREE TO HOST AMERICORPS MEMBERS AT THEIR ORGANIZATION SITES TO ENHANCE AND FACILITATE CLIENT OUTREACH AND SERVICES. PARTNER AGENCIES PROVIDE A MATCH TO TUW BASED ON MEMBER SERVICE HOURS TO THE AGENCY. THIS YEAR, TUW RECEIVED $34,006 IN PARTNER AGENCY MATCH FUNDS FOR THE AMERICORPS PROGRAM.CHARITYTRACKER: CHARITYTRACKER IS A WEB-BASED TRACKING TOOL PROVIDED TO COMMUNITY PARTNERS AT NO CHARGE THROUGH TRIDENT UNITED WAY. IT IS USED BY TRIDENT UNITED WAY PARTNER ORGANIZATIONS INCLUDING GRANTEES, COMMUNITY PARTNERS AND FAITH-BASED ORGANIZATIONS TO TRACK AND SHARE CONFIDENTIAL INFORMATION ON INDIVIDUALS RECEIVING FINANCIAL STABILITY AND OTHER HUMAN SERVICES. THE TOOL MITIGATES ISSUES RELATED TO TRANSPORTATION AND PROVIDES ACCOUNTABILITY FOR THOSE BEING SERVED, AS WELL AS AGENCIES AND PARTNERS WORKING COLLECTIVELY TO MOVE INDIVIDUALS INTO FINANCIAL STABILITY. A BULLETIN BOARD FEATURE ALLOWS PARTNERS TO POST SERVICES PROVIDED, SUCH AS CLASSES AND EVENTS, AND ALERTS ALLOW PARTNERS TO POST EMERGENCY NEEDS SO THAT RESOURCES CAN BE DISTRIBUTED QUICKLY AND EFFICIENTLY TO PEOPLE IN NEED. THE SYSTEM IS SECURE AND ONLY AGENCIES AND PARTNERS THAT COMPLETE TRAINING CERTIFICATION CAN USE THE SYSTEM.-THERE ARE 320 ORGANIZATIONS USING CHARITYTRACKER SYSTEM.-SERVICES TRACKED PARTNERS USING THE SYSTEM IN THE 2019-2020 FISCAL YEAR PROVIDED 25,718 HOUSEHOLDS, COMPRISED OF 54,762 INDIVIDUALS, WITH $1,302,580 IN MONETARY ASSISTANCE. ON AVERAGE, EACH HOUSEHOLD IS PROVIDED 3 INSTANCES OF ASSISTANCE. 1548690 50000 34006 FINANCIAL STABILITY - INITIATIVES THAT SUPPORT THE FINANCIAL STABILITY FRAMEWORK INCLUDE THE AMERICORPS FINANCIAL STABILITY PROJECT, RESOURCE CONNECTION CENTERS IN BERKELEY AND DORCHESTER COUNTIES, SC THRIVE-THRIVE HUB ONLINE APPLICATION TOOL, CHARITYTRACKER AND THE EMERGENCY FOOD AND SHELTER (EFSP) PROGRAM. THE INTEGRATION OF TWO IMPACT AREAS, BASIC NEEDS AND INCOME, INTO ONE BEGAN IN 2010 RESULTING IN A MODEL OF CHANGE - FINANCIAL STABILITY, WHICH CONSISTS OF INTERRELATED STEPS THAT BEGINS WITH ADDRESSING BASIC NEEDS, FOLLOWED BY INCREASING BASIC SKILLS, THEN INCREASING INCOME AND SAVINGS, AND FINALLY, GAINING AND SUSTAINING ASSETS. HIGHLIGHTS OF THE ACCOMPLISHMENTS FOR 2019-2020 INCLUDE THE FOLLOWING: 1.BERKELEY AND DORCHESTER RESOURCE CONNECTION CENTERS SERVED 853 HOUSEHOLDS WITH 1,489 INDIVIDUALS PROVIDED WITH 2,982 FINANCIAL STABILITY SERVICES.2. EMERGENCY FOOD AND SHELTER (EFSP) PROGRAM - THROUGH TRIDENT UNITED WAY'S WORK WITH THE SAFETY NET ASSISTANCE NETWORK, EFSP AWARDED $697,061 IN 3 PHASES. THIS INCLUDES 36 PARTNERS AND 71 PROGRAMS OVER THE 3 PHASES IN BERKELEY, CHARLESTON AND DORCHESTER COUNTIES.3. CHARITYTRACKER - THROUGH THE MORE THAN 320 AGENCIES, CHURCHES AND FAITH-BASED ORGANIZATIONS USING CHARITYTRACKER, 25,718 HOUSEHOLDS WITH 54,762 HOUSEHOLD MEMBERS WERE ASSISTED WITH THE VALUE OF ASSISTANCE EQUALING $1,302,580. 4. SC THRIVE - THRIVE HUB - MORE THAN 2,329 APPLICATIONS FOR WORK SUPPORT AND BENEFITS WERE COMPLETED. THE TAX FILING ASSISTANCE SERVICES PROVIDED MORE THAN 2,430 STATE AND/OR FEDERAL TAX RETURN FILINGS FOR FREE THROUGHOUT THE TRI-COUNTY AREA BRINGING BACK $984,280 IN REFUNDS BACK INTO THE COMMUNITY. THIS SAVED MORE THAN $300,000 IN FILING FEES. 676309 450000 EDUCATION - TRIDENT UNITED WAY SUPPORTS PROGRAMS AND LEADS COLLABORATIVE PARTNERSHIPS THAT AIM TO PROMOTE BIRTH TO AGE 8 EARLY LEARNING, KINDERGARTEN READINESS AND MITIGATING KEY LEARNING BENCHMARK GAPS. THIS INCLUDES READING ON GRADE-LEVEL BY THIRD GRADE FOR UNDERSERVED STUDENTS LIVING AT <200% OF POVERTY. THE EDUCATION IMPACT AREA WORKS IN THREE WAYS:-CONVENING THE KINDERGARTEN READINESS NETWORK FOR THE TRI-COUNTY CRADLE TO CAREER COLLABORATIVE, WHICH PRIORITIZES SCHOOL READINESS OUTCOMES FOR CHILDREN BIRTH THROUGH AGE EIGHT. THE NETWORK IS LED BY ITS GUIDING TEAM AND REPRESENTATIVES FROM MORE THAN 40 ORGANIZATIONS IN THE REGION. THE NETWORK CREATED A GUIDING FRAMEWORK THAT SUPPORTS IMPROVED KINDERGARTEN READINESS OUTCOMES IN THE TRI-COUNTY. -PROVIDING TRIDENT UNITED WAY PROGRAM INVESTMENT AND BASIC NEEDS GRANTS TO ORGANIZATIONS THAT ALIGN WITH NETWORK PRIORITIES.-FUNDING AND COLLABORATIVELY WORKING WITH THE FOUR TRI-COUNTY DISTRICTS TO CONDUCT THE READING BY THIRD INNOVATION PROJECT IN SELECT SCHOOLS, WITH THE GOAL OF HELPING CHILDREN ACHIEVE THE BENCHMARK OF READING AT GRADE-LEVEL BY THIRD GRADE AND SCALING EFFECTIVE PRACTICES. HIGHLIGHTS OF ACCOMPLISHMENTS FOR 2019-2020 INCLUDE THE FOLLOWING:1. COMPLETED THE FINAL YEAR (YEAR 3) OF READING BY THIRD EARLY LITERACY INITIATIVE (RB3), OFFERING INNOVATIVE TEACHER TRAINING FROM UNIVERSITY OF FLORIDA LITERACY INSTITUTE (UFLI). 729 STRUGGLING READERS IN 12 SCHOOLS WERE SELECTED TO PARTICIPATE. 2. THE COMMITMENT OF A TRIDENT UNITED WAY DONOR COUPLE, IMPRESSED BY PRIOR RESULTS, COMMITTED TO SEED EXPANSION OF THE PROGRAM TO MT. ZION ELEMENTARY ON JOHNS ISLAND IN CHARLESTON COUNTY. 355243 HEALTH - TRIDENT UNITED WAY HAS PARTNERED WITH MUSC HEALTH AND ROPER ST. FRANCIS HEALTHCARE TO CONTINUE TO SERVE AS THE BACKBONE ORGANIZATION FOR THE HEALTHY TRI-COUNTY NETWORK, A MULTI-SECTOR, REGIONAL COLLECTIVE IMPACT INITIATIVE WITH THE GOAL OF IMPROVING HEALTH OUTCOMES IN BERKELEY, CHARLESTON, AND DORCHESTER COUNTIES IN SOUTH CAROLINA (WWW.HEALTHYTRICOUNTY.COM). THE LONG-TERM ASPIRATIONAL GOAL OF HEALTHY TRI-COUNTY IS TO IMPROVE THE HEALTH AND WELL-BEING OF EVERY PERSON AND COMMUNITY WITHIN THE TRI-COUNTY REGION. THE FOLLOWING ARE HIGHLIGHTS OF ACCOMPLISHMENTS: -HEALTHY TRI-COUNTY/TRIDENT UNITED WAY LAUNCHED THE ACCELERATOR GRANT TO FUND DIABETES PREVENTION PROGRAM FOR RURAL DIABETES 'HOTSPOTS' IN HOLLYWOOD AND MONCKS CORNER, SC. -THE CONVERSATIONS ON RACE AND HEALTH EQUITY PRESENTED A SERIES ON TRAUMA THAT BEGAN WITH A CONVERSATION ON ADVERSE CHILDHOOD EXPERIENCES AND ENDED WITH POST-TRAUMATIC GROWTH, EMPOWERMENT STRATEGIES AND MINDFULNESS. -MORE THAN 250 ATTENDEES AND 30 HEALTH RESOURCE PARTNERS PARTICIPATED IN THE TRI-COUNTY HEALTH SYMPOSIUM IN OCTOBER 2019.-THE 2019 COMMUNITY HEALTH NEEDS ASSESSMENT REPORT LAUNCHED AND COLLECTED 5,300+ RESPONDENTS AND CHAMPIONED BY 20 COMMUNITY PARTNERS. IT WAS NOTED AS SOUTH CAROLINA'S MOST COMPREHENSIVE COMMUNITY HEALTH NEEDS ASSESSMENT. HEALTHY TRI-COUNTY CORE PARTNERS, TRIDENT UNITED WAY MUSC HEALTH AND ROPER ST. FRANCIS HEALTHCARE PARTICIPATED IN A VIRTUAL POWER EVENT AND Q&A SESSION HOSTED BY THE CHARLESTON REGIONAL BUSINESS JOURNAL TO SHARE THE 2019 COMMUNITY HEALTH NEEDS ASSESSMENT WITH THE TRI-COUNTY REGION. PARTNERS - HEALTHY TRI-COUNTY COMMUNITY HUB LAUNCHED AN ONLINE GUIDE OF PROVIDERS AND RESOURCES: WWW.HEALTHYTRICOUNTY.COM/COMMUNITY-RESOURCE-HUB 795670 1403349 29056 CONNECTING THE COMMUNITY - CONNECTING THE COMMUNITY INCLUDES INITIATIVES THAT PROVIDE COMMUNITY SERVICE OPPORTUNITIES AND INFORMATION ABOUT THE WORK OF TRIDENT UNITED WAY ACROSS THE TRI-COUNTY REGION. THE PRIMARY INITIATIVES ARE STRATEGIC VOLUNTEER ENGAGEMENT AND STAKEHOLDER AND COMMUNITY COMMUNICATION AS FOLLOWS:1. STRATEGIC VOLUNTEER ENGAGEMENT SUPPORTS BOTH INTERNAL AND EXTERNAL VOLUNTEER ENGAGEMENT TO PROVIDE IMPACTFUL VOLUNTEER MATCHING OPPORTUNITIES. VOLUNTEERS FOR TRIDENT UNITED WAY ARE THOUGHT LEADERS ON COMMITTEES AND COUNCILS, AS WELL AS DECISION-MAKERS ABOUT COMMUNITY INVESTMENTS AND SUPPORT MISSION FULFILLMENT. TRIDENT UNITED WAY NONPROFIT PARTNERS AND CORPORATE PARTNERS CREATE A PIPELINE OF VOLUNTEERS FOR THE ORGANIZATION IN ALL LEVELS OF ENGAGEMENT BY OFFERING TAILOR-MADE VOLUNTEER OPPORTUNITIES TO CORPORATE PARTNERS THAT MAY RANGE FROM SUPPLY DRIVES TO HOME BUILDS AND CAN TAKE PLACE AT AN OFFICE OR IN THE COMMUNITY. ADDITIONALLY, TRIDENT UNITED WAY SUPPORTS THE STRATEGIC GROWTH OF SIGNATURE VOLUNTEER EVENTS SUCH AS READ ACROSS AMERICA DAY EVENT IN LOCAL SCHOOLS AND THE COMMUNITY'S LARGEST SINGLE DAY OF VOLUNTEERING DURING TRIDENT UNITED WAY'S DAY OF CARING. IN THE 2019-2020 FISCAL YEAR TUW ENGAGED MORE THAN 6,089 VOLUNTEERS, COMPLETED 350 COMMUNITY PROJECTS, FOR A TOTAL OF 25,837 HOURS OF SERVICE, WITH 191 COMPANIES FINDING WAYS TO GIVE BACK AND BUILD TEAM AND COMMUNITY SPIRIT. THE TIME AND SKILLS CONTRIBUTED BY THE TRIDENT UNITED WAY VOLUNTEERS SAVED OUR COMMUNITY MORE THAN $291,887.2. COMMUNICATION WITH KEY CONSTITUENTS AND ACROSS THE COMMUNITY INCLUDES YEAR-ROUND STRATEGIC EFFORTS. TRIDENT UNITED WAY DISTRIBUTES EMAIL NEWSLETTERS 6 TIMES PER YEAR TO MORE THAN 30,000 RECIPIENTS FOR EACH ISSUE. ANNUALLY TRIDENT UNITED WAY SENDS TARGETED EMAIL COMMUNICATIONS TO THE HEALTHY TRI-COUNTY NETWORK SIX TIMES PER YEAR AND DONOR NETWORK EMAIL NEWSLETTERS PERIODICALLY. THE ORGANIZATION'S WEBSITE (TUW.ORG) AND LINKEDIN PRESENCE ARE UPDATED WEEKLY WITH NEW INFORMATION ABOUT IMPACT AND EVENTS. TRIDENT UNITED WAY POSTS INFORMATION AND ENGAGES WITH FOLLOWERS DAILY ON ITS FACEBOOK, INSTAGRAM AND TWITTER ACCOUNTS. THROUGH MULTIPLE COMMUNICATIONS TACTICS, TRIDENT UNITED WAY AIMS TO ENGAGE WITH AUDIENCES AND REPORT ON ITS WORK TO DONORS, POTENTIAL DONORS, AND THE COMMUNITY-AT-LARGE, ANNOUNCE VOLUNTEER AND GRANT OPPORTUNITIES AND CELEBRATE THE IMPACT OF VOLUNTEER TIME. STRATEGIC COMMUNICATIONS ARE ALSO VITAL TO RAISING AWARENESS OF THE MYRIAD COMMUNITY RESOURCES AVAILABLE TO THOSE IN NEED AND TO SEEKING THE SUPPORT OF THOSE WHO CAN HELP.DONOR DESIGNATION FEES:THE PURPOSE OF TRIDENT UNITED WAY'S ANNUAL FUNDRAISING CAMPAIGNS IS TO DEVELOP AND ENHANCE THE RESOURCES AVAILABLE FOR TRIDENT UNITED WAY'S COMMUNITY IMPACT MISSION. COMMUNITY VOLUNTEERS STRATEGICALLY INVEST THOSE RESOURCES IN THE TRI-COUNTY COMMUNITY TO CREATE LASTING, MEASURABLE CHANGE ON THE MOST PRESSING ISSUES FACING FAMILIES AND INDIVIDUALS. TRIDENT UNITED WAY PROMOTES INVESTING IN THE COMMUNITY IMPACT WORK AS THE MOST EFFECTIVE WAY TO INVEST IN THE TRI-COUNTY COMMUNITY ABOVE ANY FORM OF DESIGNATED GIVING.DONORS MAY ELECT ALL OR A PORTION OF THEIR PLEDGE/CONTRIBUTION AS DESIGNATED TO 501(C)(3) ORGANIZATIONS, OTHER THAN TRIDENT UNITED WAY. TOTAL DONOR DESIGNATION FEES RECEIVED DURING THE FY 2019-2020 WERE $29,056.REQUESTS ARE PROCESSED BY TRIDENT UNITED WAY AND PAYMENTS MADE TO DESIGNATED ORGANIZATIONS IS AS FOLLOWS:-TRIDENT UNITED WAY HONORS DONOR DESIGNATIONS TO ANY VERIFIED 501(C)(3) ORGANIZATION OF $50 OR MORE PER ORGANIZATION. VERIFICATION CONSISTS OF, ON AN ANNUAL BASIS, CONFIRMING THE ORGANIZATION HAS AN ACTIVE 501(C)(3) STATUS WITH THE INTERNAL REVENUE SERVICE AND COMPLETES ADDITIONAL VERIFICATIONS AS MAY BE REQUIRED BY UNITED WAY WORLDWIDE. NO FURTHER OVERSIGHT IS PROVIDED BY TRIDENT UNITED WAY ON THE USE OF DESIGNATED FUNDS.-TRIDENT UNITED WAY DEDUCTS FUNDRAISING AND ADMINISTRATIVE FEES AT THE RATE OF 15 PERCENT (WITH A MINIMUM OF $5 AND A MAXIMUM OF $75) PER DESIGNATION.-TRIDENT UNITED WAY SENDS PAYMENTS TO VERIFIED DESIGNATED ORGANIZATIONS (NET OF THE FUNDRAISING AND ADMINISTRATIVE FEE) ON A QUARTERLY BASIS (JANUARY, APRIL, JULY, AND OCTOBER).-GIFTS OR PAYMENTS MADE BY CASH, CHECK, CREDIT CARD, OR STOCK WILL BE PAID OUT TO THE ORGANIZATION IN THE MONTH FOLLOWING THE QUARTER IN WHICH PLEDGE PAYMENT(S) ARE RECEIVED FROM THE DONOR. FOR EXAMPLE, DONOR PLEDGE PAYMENTS RECEIVED IN JANUARY, FEBRUARY, OR MARCH WILL BE PAID IN APRIL; PAYMENTS RECEIVED IN APRIL, MAY, AND JUNE WILL BE PAID IN JULY.-TRIDENT UNITED WAY HAS A DONOR PRIVACY POLICY AND WILL NOT RELEASE THE NAMES OF INDIVIDUALS WITHOUT AUTHORIZATION FOR THE RELEASE OF SUCH INFORMATION. IF A DONOR PROVIDES AUTHORIZATION, TRIDENT UNITED WAY WILL SEND DONOR INFORMATION TO THE DESIGNATED ORGANIZATION. 1150913 1403349 29056 6334304 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 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 26 0 1 96 1 0 0 0 0 0 0 0 0 0 0 X 39 38 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 SC X X X BRIDGET A BUSH CFO 8437407746 P O BOX 63305 NORTH CHARLESTON SC 29419 CHLOE KNIGHT TONNEY PRESIDENT AND CEO AS OF 03/2019 50.00 X X 161688 0 16646 FLEETWOOD HASSELL BOARD CHAIR 5.00 X X 0 0 0 STEPHEN POLSTON INCOMING BOARD CHAIR 5.00 X X 0 0 0 ROBERT FEI PAST CHAIR/STRATEGIC PLANNING CHAIR 5.00 X X 0 0 0 WENDY KOPP ADVANCEMENT COMMITTEE CHAIR 5.00 X 0 0 0 TIMOTHY GROW AUDIT COMMITTEE CHAIR 5.00 X 0 0 0 TOM J LEONARD CAMPAIGN COMMITTEE CHAIR 5.00 X 0 0 0 BRADLEY DAVIS COMMUNITY IMPACT CHAIR 5.00 X 0 0 0 MARK E LEWIS FINANCE COMMITTEE CHAIR 5.00 X 0 0 0 WENDY BREWER INVESTMENT COMMITTEE CHAIR 5.00 X 0 0 0 ELIZABETH ROGERS MKTG & COMMUNIC. CHAIR 5.00 X 0 0 0 PATRICK CAWLEY MD DIRECTOR 2.00 X 0 0 0 SARA DEWOLF DIRECTOR 2.00 X 0 0 0 JESSE DOVE DIRECTOR 2.00 X 0 0 0 REBECCA ENGELMAN DIRECTOR 2.00 X 0 0 0 CHARLES GAINER DIRECTOR 2.00 X 0 0 0 TODD GALLATI DIRECTOR 2.00 X 0 0 0 SONIA HANSON DIRECTOR 2.00 X 0 0 0 EDDIE INGRAM DIRECTOR 2.00 X 0 0 0 FRANCIS G JOHNSON DIRECTOR 2.00 X 0 0 0 JULIE KORNAHRENS DIRECTOR 2.00 X 0 0 0 ADOLPH LANZA DIRECTOR 2.00 X 0 0 0 KENNETH LOTT III DIRECTOR 2.00 X 0 0 0 VANESSA TURNER MAYBANK DIRECTOR 2.00 X 0 0 0 JANINE MCMANUS DIRECTOR 2.00 X 0 0 0 BARBARA MELVIN DIRECTOR 2.00 X 0 0 0 MARCELA RABENS DIRECTOR 2.00 X 0 0 0 MICHAEL SAMUEL DIRECTOR 2.00 X 0 0 0 TIMOTHY SEASE DIRECTOR 2.00 X 0 0 0 ARNOLD SINGLETON DIRECTOR 2.00 X 0 0 0 REEVES SKEEN DIRECTOR 2.00 X 0 0 0 KENNETH SMITH DIRECTOR 2.00 X 0 0 0 MELANIE STITH DIRECTOR 2.00 X 0 0 0 STEVE SWANSON DIRECTOR 2.00 X 0 0 0 PETER TECKLENBURG DIRECTOR 2.00 X 0 0 0 WILLIAM TURNER III DIRECTOR 2.00 X 0 0 0 TERESA VAUGHN DIRECTOR 2.00 X 0 0 0 FRAN WELCH DIRECTOR 2.00 X 0 0 0 HARRY WHITE DIRECTOR 2.00 X 0 0 0 BRIDGET BUSH CHIEF FINANCIAL OFFICER 50.00 X 108895 0 17879 CHRISTOPHER KERRIGAN PRESIDENT & CEO UNTIL 04/2019 0.00 X 68221 0 28278 338804 0 62803 2 1 1 0 UNITED WAY ASSOCIATION OF SC 400 ARBOR LAKE DR STE 500B COLUMBIA SC 29223 211 SYSTEM CONTRACT & MEMBER SERVICES 216246 BAKER ROOFING COMPANY PO BOX 26057 RALEIGH NC 27611 NEW ROOF INSTALLATION 158871 ESYSTEMS SOLUTIONS LLC PO BOX 207 CHARLESTON SC 29402 CONTRACTED IT SERVICES 142680 3 291209 6806165 232030 7097374 AMERICORP PROGRAM SERV 519100 34006 34006 DONOR DESIGNATION FEES 900099 29056 29056 63062 280926 280926 245632 264731 -19099 -19099 -19099 630196 0 630196 630196 630196 VOLUNTEER EVENT INCOME 900099 17195 17195 17195 8069654 80257 0 892023 3287671 3287671 338804 198358 32078 108368 2319874 1358208 219648 742018 167471 98049 15856 53566 391637 229290 37081 125266 199164 116604 18857 63703 74644 74644 612551 448884 70965 92702 87073 52213 1798 33062 73650 39790 21046 12814 155485 102219 13029 40237 40835 26702 3325 10808 111932 48083 16140 47709 150627 98393 9074 43160 36886 23678 1243 11965 MEMBERSHIP DUES 195117 118590 17135 59392 POSTAGE & PRINTING 123665 64852 1823 56990 BANK CHARGES 24253 14494 2409 7350 MISCELLANEOUS 7246 5977 1232 37 3684 2249 1416 19 8402269 6334304 558799 1509166 2016769 4457341 3663019 179408 3223177 3040789 60521 120156 167926 70036 3858853 1774905 2067285 2083948 8181613 9111931 19380310 19063609 1199572 1051072 582216 1199572 1633288 X 14370979 13807926 3809759 3622395 18180738 17430321 19380310 19063609 -332615 -417802 0 X 0 1 X 1 0 X 10100851 9869346 8343572 6582516 7097374 41993659 10100851 9869346 8343572 6582516 7097374 41993659 2682302 39311357 370340 577562 872349 511900 892023 3224174 79098 33133 119476 80257 311964 45529797 311964 0.86340 0.87600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5841111 592669 -833994 5599786 5820851 58600 339092 -377431 5841111 5350746 83927 431989 -45811 5820851 4777285 220836 624234 -271609 5350746 5106308 -68340 -260683 4777285 0.89450 0.08350 0.02200 1 0 490000 490000 3007086 1483914 1523172 361767 290991 70776 2083948 X 7006394 -417802 264731 -153071 7159465 74644 835545 910189 8069654 7756811 264731 264731 7492080 74644 835545 910189 8402269 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 264,731. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED FUNDS 835,545. PART XII, LINE 2D - OTHER ADJUSTMENTS: COMMERCIAL RENTAL EXPENSES 264,731. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED FUNDS 835,545. 1 ADDLESTONE HEBREW ACADEMY 1639 WALLENBURG BLVD CHARLESTON SC 29407 570409223 501(C)(3) 16850 GRANTEE AMERICAN CANCER SOCIETY INC 250 WILLIAMS STREET NW ATLANTA NY 30303 131788491 501(C)(3) 10593 GRANTEE AMERICAN HEART ASSOCIATION INC (VA) 4217 PARK PLACE COURT GLEN ALLEN VA 230603315 135613797 501(C)(3) 14282 GRANTEE CALVARY CHAPEL OF BOISE INC 123 AUTO DRIVE BOISE ID 83709 820373010 CHURCH 11667 GRANTEE BERKELEY COUNTY SCHOOL DISTRICT 229 EAST MAIN STREET MONCKS CORNER SC 29461 576000313 GOVT 115000 GRANTEE BLACK RIVER UNITED WAY - GEORGETOWN SC PO BOX 1065 GEORGETOWN SC 29440 570526145 501(C)(3) 6561 GRANTEE CHANGED LIVES MINISTRY 470 REID HILL ROAD MONCKS CORNER SC 29461 582457711 501(C)(3) 7738 GRANTEE CHARLESTON ANIMAL SOCIETY 2455 REMOUNT RD NORTH CHARLESTON SC 29406 576021863 501(C)(3) 9165 GRANTEE CHARLESTON BAPTIST CHURCH 13 SAN MIGUEL RD CHARLESTON SC 29414 251253194 CHURCH 19600 GRANTEE CHARLESTON DORCHESTER COMMUNITY MENTAL HEALTH CTR 2100 CHARLIE HALL BLVD CHARLESTON SC 29414 576000922 GOVT 40000 GRANTEE CHARLESTON ORPHAN HOUSE INC 5055 LACKAWANNA BLVD NORTH CHARLESTON SC 29406 570669877 501(C)(3) 11736 GRANTEE CHARLESTON PROMISE NEIGHBORHOOD 1819 MEETING STREET RD STE B CHARLESTON SC 29405 800597710 501(C)(3) 19925 GRANTEE CAROLINA YOUTH DEVELOPMENT CENTER 5055 LACKAWANNA BLVD NORTH CHARLESTON SC 29405 570669877 501(C)(3) 53916 GRANTEE CHRIST EPISCOPAL CHURCH 2304 HIGHWAY 17 MOUNT PLEASANT SC 29466 221500487 CHURCH 27700 GRANTEE CHARLESTON COUNTY SCHOOL DISTRICT 3999 BRIDGE VIEW DRIVE NORTH CHARLESTON SC 29405 576000322 GOVT 115881 GRANTEE CLEMSON UNIVERSITY FOUNDATION PO BOX 1889 CLEMSON SC 29633 570426335 501(C)(3) 13242 GRANTEE COMMUNITIES IN SCHOOLS OF THE CHARLESTON AREA INC 1090 E MONTAGUE AVE CHARLESTON SC 29403 570915384 501(C)(3) 129761 GRANTEE CHARLESTON SYMPHONY ORCHESTRA 2133 N HILLSIDE DRIVE CHARLESTON SC 29407 576000192 501(C)(3) 5074 GRANTEE DEE NORTON LOWCOUNTRY CHILDREN'S CENTER 1061 KING STREET CHARLESTON SC 29403 570905724 501(C)(3) 78299 GRANTEE EAST COOPER BAPTIST CHURCH 361 EGYPT ROAD MT PLEASANT SC 29464 570697258 CHURCH 12521 GRANTEE EAST COOPER COMMUNITY OUTREACH 1145 SIX MILE ROAD MT PLEASANT SC 29464 570939280 501(C)(3) 156478 GRANTEE FAMILY SERVICES INC DBA ORIGIN SC 4925 LACROSS ROAD SUITE 215 NORTH CHARLESTON SC 294066513 570324920 501(C)(3) 40046 GRANTEE FLORENCE CRITTENTON PROGRAMS OF SOUTH CAROLINA 19 SAINT MARGARET STREET CHARLESTON SC 29403 570342030 501(C)(3) 43574 GRANTEE HABITAT FOR HUMANITY OF BERKELEY COUNTY 1 BELKNAP ROAD GOOSE CREEK SC 294453441 570907019 501(C)(3) 7500 GRANTEE HELPING HANDS OF GOOSE CREEK PO BOX 992 GOOSE CREEK SC 294450992 570891298 501(C)(3) 6548 GRANTEE MEDICAL UNIVERSITY OF SOUTH CAROLINA FOUNDATION 18 BEE ST MSC 450 CHARLESTON SC 29425 576028985 501(C)(3) 14215 GRANTEE METANOIA 2005 REYNOLDS AVENUE NORTH CHARLESTON SC 29405 200310400 501(C)(3) 20986 GRANTEE DORCHESTER CHILDREN'S ADVOCACY CENTER 303 EAST RICHARDSON STREET SUMMERVILLE SC 29483 571078099 501(C)(3) 45346 GRANTEE READING PARTNERS - CHARLESTON SC 6296 RIVERS AVENUE SUITE 305 NORTH CHARLESTON SC 29406 770568469 501(C)(3) 88197 GRANTEE DORCHESTER SCHOOL DISTRICT 2 115 DEVON RD SUMMERVILLE SC 29483 501(C)(3) 115000 GRANTEE ONE80 PLACE 35 WALNUT STREET CHARLESTON SC 29403 570789483 501(C)(3) 62888 GRANTEE OUR LADY OF MERCY COMMUNITY OUTREACH SERVICES INC PO BOX 607 JOHNS ISLAND SC 29457 570905488 501(C)(3) 130236 GRANTEE DORCHESTER SCHOOL DISTRICT 4 500 RIDGE STREET ST GEORGE SC 29477 GOVT 115000 GRANTEE SC THRIVE 107 SALUDA POINTE DR LEXINGTON SC 29072 901011409 501(C)(3) 50000 GRANTEE SEACOAST CHRISTIAN COMMUNITY CHURCH INC 750 LONG POINT ROAD MOUNT PLEASANT SC 294648217 571045195 501(C)(3) 55190 GRANTEE EAST COOPER MEALS ON WHEELS INC 2304 HIGHWAY 17 PO BOX SC 29466 570804618 501(C)(3) 12098 GRANTEE WINGS FOR KIDS INC 2097 MOUNT PLEASANT STREET CHARLESTON SC 29403 570807424 501(C)(3) 80269 GRANTEE LOWCOUNTRY PREGNANCY CENTER 7481 NORTHSIDE DR NORTH CHARLESTON SC 29420 570838453 501(C)(3) 5944 GRANTEE MARCH OF DIMES INC PO BOX 18819 ATLANTA GA 31126 131846366 501(C)(3) 11313 GRANTEE NEWSPRING CHURCH 12200 E 21ST ST WITCHITA KS 67206 480817251 CHURCH 9450 GRANTEE PALMETTO COMMUNITY CARE 3547 MEETING STREET ROAD NORTH CHARLESTON SC 29405 570905550 501(C)(3) 100112 GRANTEE UNITED WAY OF THE MIDLANDS 1818 BLANDING STREET COLUMBIA SC 29201 570405847 501(C)(3) 44983 GRANTEE PROVIDENCE BAPTIST CHURCH 294 SEVEN FARMS DR CHARLESTON SC 29492 571037976 CHURCH 8500 GRANTEE SOUTH CAROLINA AQUARIUM 100 AQUARIUM WHARF CHARLESTON SC 29401 570961897 501(C)(3) 37039 GRANTEE SUMMERVILLE FAMILY YMCA 140 S CEDAR ST SUMMERVILLE SC 29483 570643100 501(C)(3) 56482 GRANTEE THE CHURCH AT LIFE PARK 1151 GEORGE BROWDER BLVD MOUNT PLEASANT SC 29466 471094917 CHURCH 14729 GRANTEE TRICOUNTY FAMILY MINISTRIES 2105 COSGROVE AVE NORTH CHARLESTON SC 29405 570794782 501(C)(3) 45514 GRANTEE TURNING POINT FOR GOD 10007 RIVER RD LAKESIDE CA 92040 330095805 CHURCH 7425 GRANTEE TWO RIVERS PRESBYTERIAN CHURCH 1082 E MONTAGUE AVE NORTH CHARLESTON SC 29405 208223428 CHURCH 11102 GRANTEE UNITED WAY OF CENTRAL SAVANNAH RIVER AREA PO BOX 1724 AUGUSTA GA 30903 580566155 501(C)(3) 11440 GRANTEE UNITED WAY OF GREATER RICHMOND AND PETERSBURG 2001 MAYWILL ST RICHMOND VA 23230 237375346 501(C)(3) 6301 GRANTEE UNITED WAY OF GREENVILLE COUNTY 105 EDINBURG CT GREENVILLE SC 29607 570362066 501(C)(3) 23152 GRANTEE UNITED WAY OF THE COASTAL EMPIRE PO BOX 2946 SAVANNAH GA 31402 741207552 501(C)(3) 6778 GRANTEE WATER MISSION 1150 KINZER ST NORTH CHARLESTON SC 29405 571116978 501(C)(3) 16557 GRANTEE BERKELEY COUNTY FIRST STEPS 6215 MURRAY DR ROOM 113 HANAHAN SC 29410 571087576 501(C)(3) 5000 GRANTEE ACCESSHEALTH TRI-COUNTY NETWORK 1483 TOBIAS GADSON BLVD SUITE 109A CHARLESTON SC 29407 GOVT 114178 GRANTEE ADAPTIVE EXPENDITIONS 1026 FORT SUMTER DR CHARLESTON SC 29412 453850552 501(C)(3) 5000 GRANTEE AMERICAN CANCER SOCIETY - SOUTH CAROLINA 5900 CORE ROAD STE 103 NORTH CHARLESTON SC 29406 131788491 501(C)(3) 5286 GRANTEE BROOKWOOD CHURCH 580 BROOKWOOD POINT PLACE SIMPSONVILLE SC 29481 571021565 CHURCH 10000 GRANTEE CHARLESTON AREA SENIOR CITIZENS SERVICES INC 259 MEETING STREET CHARLESTON SC 294011602 576030048 501(C)(3) 9957 GRANTEE CHARLESTON JEWISH FAMILY SERVICES 176 CROGHAN RD SUITE 100 CHARLESTON SC 29407 576000188 501(C)(3) 6000 GRANTEE CHARLESON LEGAL ACCESS 1630 MEETING STREE SUITE 106 CHARLESTON SC 29405 811013976 501(C)(3) 40000 GRANTEE CHARLESTON PRO BONO LEGAL SERVICES 111 CHURCH STREET CHARLESTON SC 29401 200737728 501(C)(3) 26485 GRANTEE COASTAL COMMUNITY FOUNDATION OF SOUTH CAROLINA 635 RUTLEDGE AVE SUITE 201 NORTH CHARLESTON SC 29403 237390313 501(C)(3) 6137 GRANTEE HARVEST CENTER CHURCH MINISTRY 119 COLLEGE PARK ROAD SUITE 120 LADSON SC 29456 571038231 CHURCH 10000 GRANTEE HELPING AND LENDING OUTREACH SUPPORT 3366 RIVERS AVENUE NORTH CHARLESTON SC 29405 200858549 501(C)(3) 17868 GRANTEE HUMANITIES FOUNDATION 474 WANDO PARK BLVD STE 102 MOUNT PLEASANT SC 29464 570952289 501(C)(3) 35000 GRANTEE ICNA RELIEF USA - SHIFA FREE CLINIC IN MOUNT PLEASANT SC 1092 JOHNNIE DODDS BLVD SUITE 108 MOUNT PLEASANT SC 29464 043810161 501(C)(3) 14500 GRANTEE JAMES ISLAND OUTREACH 1872 - C CAMP RD CHARLESTON SC 29412 570907554 501(C)(3) 7713 GRANTEE KIDS ON POINT PO BOX 22731 CHARLESTON SC 29413 270771548 501(C)(3) 5300 GRANTEE LIFE CHURCH SOUTH TULSA 7071 EAT 121ST ST SOUTH BIXBY OK 74008 CHURCH 11667 GRANTEE LOWCOUNTRY FOOD BANK INC 2864 AZALEA DR CHARLESTON SC 29405 570751835 501(C)(3) 325525 GRANTEE LOWCOUNTRY HOPE CENTER 7220 INVESTMENT DR NORTH CHARLESTON SC 29418 501(C)(3) 45000 GRANTEE PALMETTO GOODWILL 52150 EAGLE DR BLDG 100 NORTH CHARLESTON SC 29406 570632511 501(C)(3) 49241 GRANTEE REACH OUT AND READ 89 SOUTH STREET SUITE 201 BOSTON MA 02111 043481253 501(C)(3) 56500 GRANTEE SALVATION ARMY - NORTH CHARLESTON PO BOX 70579 NORTH CHARLESTON SC 29415 132923701 501(C)(3) 30493 GRANTEE TRI-COUNTY CRADLE TO CAREER COLLABORATIVE 6276 RIVERS AVENUE NORTH CHARLESTON SC 29406 462902337 501(C)(3) 9925 GRANTEE TURNING LEAF PROJECT 3765 LEEDS AVENUE CHARLESTON SC 29405 460671501 501(C)(3) 70000 GRANTEE UNITED WAY OF PICKENS COUNTY PO BOX 96 EASLEY SC 29641 570476249 501(C)(3) 5155 GRANTEE UNITED WAY OF THE CNETRAL CAROLINAS INC PO BOX 890685 CHARLOTTE NC 282890685 560529949 501(C)(3) 8360 GRANTEE PART I, LINE 2: A PORTION OF THE GRANTED FUNDS ARE A RESULT OF DIRECT DESIGNATIONS BY DONORS. IN THE CURRENT REPORTING YEAR THIS AMOUNT IS $835,545. 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. IN THE CURRENT REPORTING YEAR THIS AMOUNT WAS $3,110,190. X X X X X 0 1 0 0 0 0 0 0 0 CHLOE KNIGHT TONNEY PRESIDENT AND CEO AS OF 03/2019 161688 0 0 0 0 0 4875 0 11771 0 178334 0 0 0 CHRISTOPHER KERRIGAN PRESIDENT & CEO UNTIL 04/2019 65945 0 0 0 2276 0 13356 0 14922 0 96499 0 0 0 PART 1, LINE 4B: PERSONS PARTICIPATING 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 2019-2020 FISCAL YEAR. X 10 232030 MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 1 PER THE TUW BYLAWS, THE PRESIDENT/CEO SERVES AS AN EX-OFFICIO, NON-VOTING MEMBER OF THE BOARD OF DIRECTORS, THUS 39 TOTAL AND 38 INDEPENDENT. FORM 990, PART VI, SECTION A, LINE 2 HUGH LANE JR. AND FLEETWOOD HASSELL ARE BOTH KEY EMPLOYEES WITH THE BANK OF SOUTH CAROLINA. 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 AND CHIEF EXECUTIVE OFFICER OF TRIDENT UNITED WAY. THE RETURN IS THEN REVIEWED BY THE AUDIT COMMITTEE OF TRIDENT UNITED WAY AND RECOMMENDED FOR FILING. THE AUDIT COMMITTEE PROVIDES THE COMPLETED FORM 990 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 UPON REQUEST FROM THE ORGANIZATION