2020-10-30T11:37:26-05:00 2019-06-30 824158464 DAVIS & COMPANY CPAS PO BOX 1552 MOUNT PLEASANT SC 29465 990 2018-07-01 570314378 TRIDENT UNITED WAY TRID 8437409000 PO BOX 63305 NORTH CHARLESTON SC 294193305 BRIDGET BUSH CHIEF FINANCIAL OFFICER 8437409000 2020-10-30 1 ZOE DAVIS P01057590 8438813315 2020-10-23 67.223.0.103 2020-10-30 12:34:07 ED P 00AFA897C027AAA69AAFA4DB5587DB79D2CF227C 6B3F9B5A0FC70F9719742B19CE4427CA4A4EED27 2018 2021-01-29 14:40:06Z CHLOE KNIGHT TONNEY PO BOX 63305 NORTH CHARLESTON SC 294193305 7446608 0 X WWW.TUW.ORG X 1944 SC CATALYST FOR COMMUNITY TRANSFORMATION BY COLLECTIVE IMPACT IN EDUC, FIN STABILITY & HEALTH. 36 35 68 6728 0 0 8343572 6582516 33133 108626 809304 491040 48523 31710 9234532 7213892 4284195 4240229 0 0 3049433 3051125 60133 36814 1454328 1553374 1715851 8947135 9044019 287397 -1830127 20677821 19380310 862349 1199572 19815472 18180738 X TRIDENT UNITED WAY IS A CATALYST FOR MEASURABLE COMMUNITY TRANSFORMATION THROUGH COLLECTIVE IMPACT IN EDUCATION, FINANCIAL STABILITY, AND HEALTH. 0 0 1512562 621746 49617 FINANCIAL STABILITY- INITIATIVES THAT SUPPORT THE FINANCIAL STABILITY FRAMEWORK INCLUDE THE AMERICORPS FINANCIAL STABILITY PROJECT, PROSPERITY CENTERS IN BERKELEY AND DORCHESTER COUNTIES, SC THRIVE-THE BENEFIT BANK ONLINE APPLICATION TOOL, CHARITYTRACKER AND THE EMERGENCY FOOD AND SHELTER (EFSP) PROGRAM. THE INTEGRATION OF THESE TWO IMPACT AREAS INTO ONE BEGAN IN 2010 RESULTED 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 2018-2019 INCLUDE THE FOLLOWING: 1) AMERICORPS - 1,672 INDIVIDUALS WERE SERVED: RECEIVING 2,153 SERVICES, WITH 303 INDIVIDUALS RECEIVING BASIC FINANCIAL EDUCATION. THE 18 AMERICORPS MEMBERS INCREASED OUR REGION'S SERVICE CAPACITY BY PROVIDING 18,597 HOURS OF SERVICE. PARTNER AGENCIES AGREE TO HOST AMERICORPS MEMBERS AT THEIR ORGANIZATION SITES TO ENHANCE AND FACILITATE CLIENT OUTREACH AND SERVICES. PARTNER AGENCIES PAY A FEE TO TUW BASED ON MEMBER SERVICE HOURS TO THE AGENCY. IN THE FY 2018-2019, TUW RECEIVED $49,671 IN PARTNER AGENCY REVENUE FOR THE AMERICORPS PROGRAM. 2) BERKELEY AND DORCHESTER PROSPERITY CENTERS SERVED 1,379 CLIENTS, WITH 3,365 FINANCIAL STABILITY SERVICES PROVIDED. 3) EMERGENCY FOOD AND SHELTER (EFSP) PROGRAM - THROUGH TRIDENT UNITED WAY'S WORK WITH THE SAFETY NET ASSISTANCE NETWORK, EFSP AWARDED $318,876 TO 36 PROGRAMS. 4) CHARITYTRACKER - THROUGH THE OVER 320 ORGANIZATIONS USING CHARITYTRACKER, 28,492 HOUSEHOLDS WERE ASSISTED WITH THE VALUE OF ASSISTANCE EQUALING $1,444,819. 5 ) SC THRIVE - THE BENEFIT BANK - OVER 3,341 APPLICATIONS FOR WORK SUPPORT AND BENEFITS WERE COMPLETED. THE TAX PREPARATION ASSISTANCE PROVIDED OVER 3,364 STATE AND/OR FEDERAL TAX RETURN FILINGS FOR FREE THROUGHOUT THE TRI-COUNTY AREA BRINGING BACK $4,674,713 BACK INTO THE COMMUNITY. 1714733 1387951 EDUCATION- TRIDENT UNITED WAY (TUW) SUPPORTS PROGRAMS AND LEADS COLLABORATIVE PARTNERSHIPS THAT AIM TO PROMOTE EARLY READINESS AND INTERVENTION AND ELIMINATE ACADEMIC PERFORMANCE GAPS BETWEEN STUDENTS RESULTING FROM POVERTY AND SOCIOECONOMIC CONDITIONS (TUW FUNDS BASED ON SERVICES BEING DELIVERED TO <200% OF POVERTY AND PLACE PROGRAMMING IN HIGH NEEDS SCHOOLS) IN ENGLISH LANGUAGE ARTS AND MATHEMATICS. TO HELP REACH THE EDUCATION GOAL, TUW LEADS SEVERAL EFFORTS. THE FIRST IS THROUGH PROGRAMMATIC INVESTMENTS IN ORGANIZATIONS THAT SERVE STUDENTS OF FAMILIES WITH HOUSEHOLD INCOME OF 200% OF THE FEDERAL POVERTY INDEX OR BELOW. THE SECOND IS THE CONVENING OF THE KINDERGARTEN READINESS NETWORK FOR THE TRI-COUNTY CRADLE TO CAREER COLLABORATIVE, WHICH PRIORITIZES SCHOOL READINESS OUTCOMES FOR CHILDREN BIRTH THROUGH AGE EIGHT. FINALLY, TUW IS WORKING COLLABORATIVELY WITH MULTIPLE SCHOOL DISTRICTS AND COMMUNITY PARTNERS TO CONDUCT THE READING BY THIRD INNOVATION PROJECT, 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 2018-2019 INCLUDE THE FOLLOWING:1) KINDERGARTEN READINESS NETWORK - THE NETWORK, LED BY ITS GUIDING TEAM AND REPRESENTATIVES OF OVER 40 ORGANIZATIONS IN THE REGION, FURTHER DEVELOPED A GUIDING FRAMEWORK THAT SUPPORTS IMPROVED KINDERGARTEN READINESS OUTCOMES IN THE TRI-COUNTY. THIS FRAMEWORK WILL GUIDE FUTURE CATALYTIC PROJECTS AND ACTIVITIES THAT LEAD TO RESULTS AND POSITIVE SYSTEMS-LEVEL CHANGE.2) TRI-COUNTY READING BY THIRD PROJECT- SERVING 1,907 STUDENTS IN 12 SCHOOLS ACROSS 4 DISTRICTS. APPROXIMATELY 165 EDUCATORS HAVE BEEN TRAINED BY THE UNIVERSITY OF FLORIDA LITERARY INITIATIVE IN THE FIRST TWO YEARS OF THE PROJECT. THE PROJECTS TRAIN TEACHERS IN ENGLISH LANGUAGE ARTS INSTRUCTIONAL PRACTICES. 1191283 966975 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 (HTC) 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 HTC IS TO IMPROVE THE HEALTH AND WELL-BEING OF EVERY PERSON AND COMMUNITY WITHIN THE TRI-COUNTY REGION. OCTOBER 30, 2018 MARKED THE RELEASE OF "OUR HEALTH, OUR FUTURE: TRI-COUNTY HEALTH IMPROVEMENT PLAN 2018-2023", THE FIRST COMPREHENSIVE HEALTH IMPROVEMENT PLAN IN OUR REGION PROVIDING CONCRETE RECOMMENDATIONS AND ACTION STEPS FOR IMPROVING HEALTH OUTCOMES. MORE THAN 80 VOLUNTEERS REPRESENTING 60 ORGANIZATIONS INVESTED APPROXIMATELY 2,300 HOURS IN CREATING THE TRI-COUNTY HEALTH IMPROVEMENT PLAN.A HIGH PRIORITY OF TRIDENT UNITED WAY IS SUPPORTING THE IMPLEMENTATION OF "OUR HEALTH, OUR FUTURE: TRI-COUNTY HEALTH IMPROVEMENT PLAN 2018-2023" IN OUR REGION TO PROVIDE CONCRETE RECOMMENDATIONS AND ACTION STEPS FOR IMPROVING HEALTH OUTCOMES THAT CAN BE CARRIED OUT BY A WIDE RANGE OF LOCAL ORGANIZATIONS, GROUPS AND INDIVIDUALS. OTHER PRIORITIES OF TUW INCLUDE SUPPORTING WORKGROUPS OPERATING UNDER THE UMBRELLA OF HTC, INCLUDING THE TRI-COUNTY DIABETES COALITION, HTC EXECUTIVE COMMITTEE, IMMUNIZATION WORK GROUP, AND TRI-COUNTY HEALTH DATA WORKGROUP. 2679847 1263557 59009 COMMUNITY IMPACT- COMMUNITY IMPACT WORKS TO STRENGTHEN OUR COMMUNITY BY FOCUSING ON EDUCATION, FINANCIAL STABILITY AND HEALTH. WE SEE THESE AREAS AS INTEGRATED AND WORK PROACTIVELY AND COLLABORATIVELY TO CREATE LONG-LASTING CHANGE IN BERKELEY, CHARLESTON AND DORCHESTER COUNTIES USING THE COLLECTIVE IMPACT DISCIPLINE. THE COMMUNITY CHANGE LED BY TUW IS 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 WITH ANNOUNCEMENT ON APRIL 23, 2019 OF GRANT OFFERS TO 19 AGENCIES DELIVERING 35 PROGRAMS ACROSS BERKELEY, CHARLESTON AND DORCHESTER COUNTIES. THESE GRANT OFFERS COMPRISE PROGRAM INVESTMENT AND BASIC NEEDS GRANT POOLS TOTALING $1.2 MILLION IN PHILANTHROPIC INVESTMENTS CYCLE. THESE 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, COMMUNITY IMPACT PROVIDES CAPACITY BUILDING TOOLS TO THE COMMUNITY FREE OF CHARGE. THESE INCLUDE 211, CHARITYTRACKER AND THE AMERICORPS PROGRAM.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, 24 HOURS A DAY, SEVEN DAYS A WEEK, IN MULTIPLE 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 ADDITIONAL ASSISTANCE. THE SERVICE IS FREE. 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 2018-2019 FISCAL YEAR INCLUDE 11,299 CALLS RECEIVED AND 24,595 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. 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 3,365 FINANCIAL STABILITY SERVICES TO 1,379 INDIVIDUALS IN THE 2018-2019 FISCAL YEAR. TUW AND AGENCY PARTNERS PROVIDED $38,965 IN IMMEDIATE FINANCIAL ASSISTANCE TO THE FAMILIES AND INDIVIDUALS.AMERICORPS FAMILY NAVIGATORS:THE TUW AMERICORPS PROGRAM HAS BEEN OPERATING FOR TEN YEARS WITH A GOAL OF BUILDING CAPACITY FOR ORGANIZATIONS TO PROVIDE SERVICES THAT HELP FAMILIES BECOME MORE FINANCIALLY STABLE. FURTHER, THE TUW AMERICORPS PROGRAM HAS DEVELOPED A REPUTATION IN THE TRI-COUNTY OF PRODUCING HIGHLY QUALIFIED, TRAINED HUMAN SERVICES PROFESSIONALS. OVER 75% OF ALL TUW AMERICORPS MEMBERS OVER THE PAST 3 YEARS MOVE ON TO EMPLOYMENT IN LOCAL HUMAN SERVICE ORGANIZATIONS AFTER COMPLETING THEIR SERVICE. NOTABLE RESULTS INCLUDE:-17 AMERICORPS MEMBERS PROVIDED BASIC NEEDS/CRISIS MITIGATION TO 825 FAMILIES. THOSE SERVICES INCLUDED PROVIDING ASSISTANCE TO 1,424 CLIENTS TO ACCESS BENEFITS AND ASSISTANCE WITH FILING 1,296 FEDERAL AND STATE TAX RETURNS FREE OF CHARGE.CHARITYTRACKER:CHARITYTRACKER IS A WEB-BASED TRACKING TOOL PROVIDED TO COMMUNITY PARTNERS AT NO CHARGE THROUGH TRIDENT UNITED WAY. IT IS USED BY TUW PARTNER ORGANIZATIONS INCLUDING TUW GRANTEES, COMMUNITY PARTNERS AND FAITH-BASED ORGANIZATIONS TO TRACK AND SHARE CONFIDENTIAL INFORMATION ON INDIVIDUALS RECEIVING FINANCIAL STABILITY 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 2018-2019 FISCAL YEAR PROVIDED 14,480 HOUSEHOLDS, COMPRISED OF 28,492 INDIVIDUALS, WITH $1,444,819 IN MONETARY ASSISTANCE. ON AVERAGE, EACH HOUSEHOLD IS PROVIDED 3 INSTANCES OF ASSISTANCE. CONNECTING THE COMMUNITY:CONNECTING THE COMMUNITY INCLUDES INITIATIVES THAT DIRECTLY SERVE 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 TUW ARE THOUGHT LEADERS ON COMMITTEES AND COUNCILS, AS WELL AS DECISION-MAKERS ABOUT COMMUNITY INVESTMENTS AND SUPPORT MISSION FULFILLMENT. TUW NONPROFIT PARTNERS AND CORPORATE PARTNERS CREATE A PIPELINE OF VOLUNTEERS FOR TUW 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, TUW 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 2018-2019 FISCAL YEAR TUW ENGAGED OVER 6,728 VOLUNTEERS, COMPLETED 383 COMMUNITY PROJECTS, FOR A TOTAL OF 30,735 HOURS OF SERVICE, WITH 171 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 $341,450. 2) COMMUNICATION WITH KEY CONSTITUENTS AND ACROSS THE COMMUNITY IS A YEAR-ROUND STRATEGIC EFFORT. TUW DISTRIBUTES QUARTERLY EMAIL NEWSLETTERS TO MORE THAN 25,000 RECIPIENTS. ANNUALLY TUW SENDS TARGETED EMAIL COMMUNICATIONS TO THE HEALTHY TRI-COUNTY NETWORK SIX TIMES PERS YEAR AND DONOR NETWORK EMAIL NEWSLETTERS QUARTERLY. TUW ALSO UPDATES ITS WEBSITE (TUW.ORG) AND LINKEDIN PRESENCE WEEKLY WITH NEW INFORMATION AND EVENTS. TUW POSTS INFORMATION AND ENGAGES WITH FOLLOWERS DAILY ON ITS FACEBOOK AND TWITTER ACCOUNTS. THROUGH THESE VARIOUS TOOLS, TUW AIMS TO ENGAGE WITH AUDIENCES AND REPORT ON ITS WORK TO DONORS, POTENTIAL DONORS, AND THE COMMUNITY-AT-LARGE, ANNOUNCE FUNDING AND VOLUNTEER 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 HAVE THE ABILITY TO HELP. DONOR DESIGNATION FEES:THE PURPOSE OF TRIDENT UNITED WAY'S ANNUAL FUNDRAISING CAMPAIGNS ARE TO DEVELOP AND ENHANCE THE RESOURCES AVAILABLE FOR TRIDENT UNITED WAY'S COMMUNITY IMPACT WORK. COMMUNITY VOLUNTEERS STRATEGICALLY INVEST THOSE RESOURCES IN THE TRI-COUNTY COMMUNITY IN ORDER 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. REQUESTS ARE PROCESSED BY TRIDENT UNITED WAY AND PAYMENTS OUT 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.-TO PROTECT THE PRIVACY OF OUR DONORS, TRIDENT UNITED WAY 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.-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.TOTAL DONOR DESIGNATION FEES RECEIVED DURING THE FY 2018-2019 WERE $59,009. 2679847 1263557 59009 7098425 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 22 0 1 68 1 0 0 0 0 0 0 0 0 0 0 X 36 35 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 ROBERT F FEI BOARD CHAIR 5.00 X X 0 0 0 FLEETWOOD S HASSELL INCOMING BOARD CHAIR 5.00 X X 0 0 0 PJ BROWNING IMMEDIATE PAST CHAIR 5.00 X X 0 0 0 KENNETH F SMITH TREASURER/FINANCE CHAIR 5.00 X X 0 0 0 STEPHEN POLSTON AUDIT CHAIR 5.00 X 0 0 0 JESSE C DOVE INVESTMENT COMMITTEE CHAIR 5.00 X 0 0 0 FRANK BULLARD III CAMPAIGN CHAIR 5.00 X 0 0 0 DANIEL P MOONEY STRATEGIC PLANNING CHAIR 5.00 X 0 0 0 ELIZABETH ROGERS MKTG & COMMUNIC. CHAIR 5.00 X 0 0 0 BRADLEY DAVIS COMMUNITY IMPACT CHAIR 5.00 X 0 0 0 WENDY M BREWER DIRECTOR 2.00 X 0 0 0 PATRICK J CAWLEY MD DIRECTOR 2.00 X 0 0 0 SARA E DEWOLF DIRECTOR 2.00 X 0 0 0 REBECCA J ENGELMAN DIRECTOR 2.00 X 0 0 0 CHARLES GAINER DIRECTOR 2.00 X 0 0 0 TIMOTHY A GROW DIRECTOR 2.00 X 0 0 0 CAROLYN D HUNTER DIRECTOR 2.00 X 0 0 0 EDDIE D INGRAM 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 ASHLEY MANCINI YOUNG PHIL. SOCIETY CHAIR 5.00 X 0 0 0 VANESSA TURNER MAYBANK DIRECTOR 2.00 X 0 0 0 JANINE M MCMANUS DIRECTOR 2.00 X 0 0 0 BARBARA L MELVIN DIRECTOR 2.00 X 0 0 0 KAREN E NELSON DIRECTOR 2.00 X 0 0 0 KRISTEN L OLSON DIRECTOR 2.00 X 0 0 0 MARCELA RABENS DIRECTOR 2.00 X 0 0 0 TIMOTHY SEASE DIRECTOR 2.00 X 0 0 0 REEVES SKEEN DIRECTOR 2.00 X 0 0 0 DONALD SMITH JR AFRICAN AMER. LEADERSHIP COUNCIL CHAIR 5.00 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 KATHRYN WHITAKER WOMEN UNITED CHAIR 5.00 X 0 0 0 MICHAEL WILSON DIRECTOR 2.00 X 0 0 0 CHLOE KNIGHT TONNEY PRESIDENT&CEO AS OF 3/2019 50.00 X X 0 0 0 CHRISTOPHER KERRIGAN PRESIDENT&CEO UNTIL 4/2019 50.00 X X 212565 0 37731 BRIDGET BUSH CHIEF FINANCIAL OFFICER 50.00 X 110308 0 10949 MERRIDITH CROWE CHIEF OPERATING OFFICER 50.00 X 113615 0 24576 AMANDA LAWRENCE VICE PRES COMMUNITY IMPACT 50.00 X 102306 0 14652 538794 0 87908 4 0 1 0 UNITED WAY ASSOCIATION OF SC 400 ARBOR LAKE DR STE 500B COLUMBIA SC 29223 MEMBER SERVICES 243750 ESYSTEMS SOLUTIONS LLC PO BOX 207 CHARLESTON SC 29402 CONTRACTED IT SERVICES 107162 2 276235 6306281 221947 6582516 DONOR DESIGNATION FEES 900099 59009 59009 AMERICORP PROGRAM SERV 519100 49617 49617 108626 294430 294430 253576 232716 20860 20860 20860 196610 0 196610 196610 196610 VOLUNTEER EVENT INCOME 900099 10850 10850 10850 7213892 119476 0 511900 4240229 4240229 436490 258651 38128 139711 2032731 1204535 177558 650638 131380 77852 11476 42052 258544 153205 22584 82755 191980 113762 16769 61449 36814 36814 75947 75947 695445 563428 39617 92400 96120 32689 5000 58431 50756 35839 1584 13333 142832 91034 12377 39421 50182 27203 4511 18468 206456 52575 55008 98873 101141 66498 6947 27696 35888 22837 1747 11304 MEMBERSHIP DUES 123213 73476 12807 36930 POSTAGE & PRINTING 122986 80352 3280 39354 BANK CHARGES 12025 3915 3560 4550 OTHER GRANTS 2100 2050 50 760 345 316 99 9044019 7098425 491266 1454328 3217731 2016769 736279 3663019 3913783 3223177 86773 60521 110763 167926 3634889 1567604 1762740 2067285 10849752 8181613 20677821 19380310 862349 1199572 862349 1199572 X 15240418 14370979 3922696 3192130 652358 617629 19815472 18180738 20677821 19380310 -1830127 195393 0 X X 0 1 X 1 0 X 10364193 10100851 9869346 8343572 6582516 45260478 10364193 10100851 9869346 8343572 6582516 45260478 2993490 42266988 427423 370340 577562 872349 511900 2759574 79098 33133 119476 231707 48251759 933830 0.87600 0.89960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5820851 58600 339092 -377431 5841111 5350746 83927 431989 -45811 5820851 4777285 220836 624234 -271609 5350746 5106308 -68340 -260683 4777285 4921621 215859 -31172 5106308 0.89430 0.10570 1 0 490000 490000 1174808 616945 557863 1651330 697365 953965 318751 253294 65457 2067285 X 6440204 195393 232716 428109 6012095 75947 1125850 1201797 7213892 8074938 232716 232716 7842222 75947 1125850 1201797 9044019 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 232,716. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED FUNDS 1,125,850. PART XII, LINE 2D - OTHER ADJUSTMENTS: COMMERCIAL RENTAL EXPENSES 232,716. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED FUNDS 1,125,850. X X X X X X X 1 OFFICE TEAM 12400 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 CAMPAIGN SPECIALISTS 1 495000 36814 458186 495000 36814 458186 SC 1 ADDLESTONE HEBREW ACADEMY 1639 WALLENBURG BLVD CHARLESTON SC 29407 570409223 501(C)(3) 6511 GRANTEE AMERICAN CANCER SOCIETY INC 250 WILLIAMS STREET NW ATLANTA NY 30303 131788491 501(C)(3) 36600 GRANTEE AMERICAN HEART ASSOCIATION INC (VA) 4217 PARK PLACE COURT GLEN ALLEN VA 230603315 135613797 501(C)(3) 34490 GRANTEE ANTIOCH COMMUNITY MINISTRIES 1250 CENTRAL AVE SUMMERVILLE SC 29483 943193389 CHURCH 10170 GRANTEE BERKELEY COMMUNITY MENTAL HEALTH CENTER 403 STONEY LANDING MONCKS CORNER SC 29461 GOVT 30000 GRANTEE BERKELEY SENIORS 103 GULLEDGE STREET MONCKS CORNER SC 29461 571034485 501(C)(3) 76100 GRANTEE CALVARY CHAPEL OF BOISE INC 123 AUTO DRIVE BOISE ID 83709 820373010 CHURCH 11267 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) 20596 GRANTEE CHANGED LIVES MINISTRY 470 REID HILL ROAD MONCKS CORNER SC 29461 582457711 501(C)(3) 5172 GRANTEE CHARLESTON ANIMAL SOCIETY 2455 REMOUNT RD NORTH CHARLESTON SC 29406 576021863 501(C)(3) 10152 GRANTEE CHARLESTON BAPTIST CHURCH 13 SAN MIGUEL RD CHARLESTON SC 29414 251253194 CHURCH 16000 GRANTEE CHARLESTON COUNTY SCHOOL DISTRICT - AE 3999 BRIDGE VIEW DRIVE NORTH CHARLESTON SC 29405 576000322 GOVT 35000 GRANTEE CHARLESTON DORCHESTER COMMUNITY MENTAL HEALTH CTR 2100 CHARLIE HALL BLVD CHARLESTON SC 29414 576000922 GOVT 160000 GRANTEE CHARLESTON ORPHAN HOUSE INC 5055 LACKAWANNA BLVD NORTH CHARLESTON SC 29406 570669877 501(C)(3) 73181 GRANTEE CHARLESTON PROMISE NEIGHBORHOOD 1819 MEETING STREET RD STE B CHARLESTON SC 29405 800597710 501(C)(3) 117147 GRANTEE CAROLINA YOUTH DEVELOPMENT CENTER 5055 LACKAWANNA BLVD NORTH CHARLESTON SC 29405 570669877 501(C)(3) 6342 GRANTEE CHRIST EPISCOPAL CHURCH 2304 HIGHWAY 17 MOUNT PLEASANT SC 29466 221500487 CHURCH 22759 GRANTEE CHARLESTON COUNTY SCHOOL DISTRICT 3999 BRIDGE VIEW DRIVE NORTH CHARLESTON SC 29405 576000322 GOVT 115000 GRANTEE CLEMSON UNIVERSITY FOUNDATION PO BOX 1889 CLEMSON SC 29633 570426335 501(C)(3) 10782 GRANTEE COMMUNITIES IN SCHOOLS OF THE CHARLESTON AREA INC 1090 E MONTAGUE AVE CHARLESTON SC 29403 570915384 501(C)(3) 136976 GRANTEE CHARLESTON SYMPHONY ORCHESTRA 2133 N HILLSIDE DRIVE CHARLESTON SC 29407 576000192 501(C)(3) 5300 GRANTEE DEE NORTON LOWCOUNTRY CHILDREN'S CENTER 1061 KING STREET CHARLESTON SC 29403 570905724 501(C)(3) 168765 GRANTEE DORCHESTER SENIORS INC 312 N LAUREL STREET SUMMERVILLE SC 29483 570703785 501(C)(3) 90769 GRANTEE EAST COOPER BAPTIST CHURCH 361 EGYPT ROAD MT PLEASANT SC 29464 570697258 CHURCH 13443 GRANTEE EAST COOPER COMMUNITY OUTREACH 1145 SIX MILE ROAD MT PLEASANT SC 29464 570939280 501(C)(3) 77248 GRANTEE FAMILY SERVICES INC DBA ORIGIN SC 4925 LACROSS ROAD SUITE 215 NORTH CHARLESTON SC 294066513 570324920 501(C)(3) 155589 GRANTEE FLORENCE CRITTENTON PROGRAMS OF SOUTH CAROLINA 19 SAINT MARGARET STREET CHARLESTON SC 29403 570342030 501(C)(3) 144331 GRANTEE CHILDREN'S MUSEUM OF THE LOWCOUNTRY 25 ST ANN STREET CHARLESTON SC 29403 571014498 501(C)(3) 5000 GRANTEE HABITAT FOR HUMANITY OF BERKELEY COUNTY 1 BELKNAP ROAD GOOSE CREEK SC 294453441 570907019 501(C)(3) 27656 GRANTEE CHURCH OF CHRIST OUR KING 1149 RUSSELL DRIVE MOUNT PLEASANT SC 29464 570539914 CHURCH 5033 GRANTEE HELPING HANDS OF GOOSE CREEK PO BOX 992 GOOSE CREEK SC 294450992 570891298 501(C)(3) 55594 GRANTEE LIFE COVENANT CHURCH 4200 E 2ND ST EDMOND OK 73034 731486708 CHURCH 13200 GRANTEE LOWCOUNTRY FOOD BANK INC 2864 AZALEA DR CHARLESTON SC 29405 570751835 501(C)(3) 504294 GRANTEE CHURCH OF THE HOLY CROSS PO BOX 6506 SULLIVANS ISLAND SC 29482 570606482 CHURCH 11917 GRANTEE COKESBURY UNITED METHODIST CHURCH 4990 DORCHESTER RD NORTH CHARLESTON SC 29418 570519374 501(C)(3) 5750 GRANTEE MEDICAL UNIVERSITY OF SOUTH CAROLINA FOUNDATION 18 BEE ST MSC 450 CHARLESTON SC 29425 576028985 501(C)(3) 13350 GRANTEE METANOIA COMMUNITY DEVELOPMENT CORP 2005 REYNOLDS AVENUE NORTH CHARLESTON SC 29405 200310400 501(C)(3) 138234 GRANTEE CONGREGATION DOR TIKVAH PO BOX 80301 NORTH CHARLESTON SC 29416 455626741 501(C)(3) 5350 GRANTEE DORCHESTER CHILDREN'S ADVOCACY CENTER 303 EAST RICHARDSON STREET SUMMERVILLE SC 29483 571078099 501(C)(3) 132538 GRANTEE READING PARTNERS - CHARLESTON SC 6296 RIVERS AVENUE SUITE 305 NORTH CHARLESTON SC 29406 770568469 501(C)(3) 75056 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) 166696 GRANTEE OUR LADY OF MERCY COMMUNITY OUTREACH SERVICES INC PO BOX 607 JOHNS ISLAND SC 29457 570905488 501(C)(3) 42760 GRANTEE PALMETTO WARRIOR CONNECTION 2150 EAGLE DR BUILDING 100 NORTH CHARLESTON SC 29406 570632511 501(C)(3) 15738 GRANTEE DORCHESTER SCHOOL DISTRICT 4 500 RIDGE STREET ST GEORGE SC 29477 GOVT 115000 GRANTEE ROPER ST FRANCIS FOUNDATION 316 CALHOUN STREET CHARLESTON SC 29403 571068509 501(C)(3) 114685 GRANTEE SC THRIVE 107 SALUDA POINTE DR LEXINGTON SC 29072 901011409 501(C)(3) 58333 GRANTEE SEACOAST CHRISTIAN COMMUNITY CHURCH INC 750 LONG POINT ROAD MOUNT PLEASANT SC 294648217 571045195 501(C)(3) 67269 GRANTEE EAST COOPER MEALS ON WHEELS INC 2304 HIGHWAY 17 PO BOX SC 29466 570804618 501(C)(3) 8453 GRANTEE FIRST BAPTIST CHURCH OF MT PLEASANT 681 MCCANTS DRIVE MOUNT PLEASANT SC 29464 570426858 CHURCH 10088 GRANTEE WINGS FOR KIDS INC 2097 MOUNT PLEASANT STREET CHARLESTON SC 29403 570807424 501(C)(3) 162000 GRANTEE FRIENDS OF NORTH CHARLESTON INC 2500 CITY HALL LN NORTH CHARLESTON SC 29406 352606241 501(C)(3) 6586 GRANTEE LOWCOUNTRY PREGNANCY CENTER 7481 NORTHSIDE DR NORTH CHARLESTON SC 29420 570838453 501(C)(3) 6306 GRANTEE MARCH OF DIMES INC PO BOX 18819 ATLANTA GA 31126 131846366 501(C)(3) 27737 GRANTEE NEWSPRING CHURCH 12200 E 21ST ST WITCHITA KS 67206 480817251 CHURCH 8850 GRANTEE OPERATION HOME INC 3973 RIVERS AVE NORTH CHARLESTON SC 29405 621745925 501(C)(3) 6231 GRANTEE PALMETTO COMMUNITY CARE 3547 MEETING STREET ROAD NORTH CHARLESTON SC 29405 570905550 501(C)(3) 76749 GRANTEE PATTISONS ACADEMY 2383 HIGHWAY 41 MOUNT PLEASANT SC 29466 203419262 501(C)(3) 5495 GRANTEE UNITED WAY OF THE MIDLANDS 1818 BLANDING STREET COLUMBIA SC 29201 570405847 501(C)(3) 58161 GRANTEE PROVIDENCE BAPTIST CHURCH 294 SEVEN FARMS DR CHARLESTON SC 29492 571037976 CHURCH 8800 GRANTEE SOUTH CAROLINA AQUARIUM 100 AQUARIUM WHARF CHARLESTON SC 29401 570961897 501(C)(3) 47716 GRANTEE SPOLETO FESTIVAL USA 14 GEORGE STREET CHARLESTON SC 29401 570660084 501(C)(3) 11000 GRANTEE ST ANDREWS CHURCH 440 WHILDEN ST MOUNT PLEASANT SC 29464 570381068 CHURCH 6131 GRANTEE SUMMERVILLE FAMILY YMCA 140 S CEDAR ST SUMMERVILLE SC 29483 570643100 501(C)(3) 5468 GRANTEE TEMPLE BAPTIST CHURCH OF SPARTANBURG 215 FIELDCREST LN SPARTANBURG SC 29301 463432102 CHURCH 10200 GRANTEE THE CHURCH AT LIFE PARK 1151 GEORGE BROWDER BLVD MOUNT PLEASANT SC 29466 471094917 CHURCH 5104 GRANTEE THE JOURNEY CHURCH PO BOX 3392 SUMMERVILLE SC 29484 870793785 CHURCH 12000 GRANTEE TRICOUNTY FAMILY MINISTRIES 2105 COSGROVE AVE NORTH CHARLESTON SC 29405 570794782 501(C)(3) 187186 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 8631 GRANTEE UNITED WAY OF CENTRAL SAVANNAH RIVER AREA PO BOX 1724 AUGUSTA GA 30903 580566155 501(C)(3) 19592 GRANTEE UNITED WAY OF GASTON COUNTY PO BOX 2597 GASTONIA NC 28053 560653356 501(C)(3) 6455 GRANTEE UNITED WAY OF GREATER RICHMOND AND PETERSBURG 2001 MAYWILL ST RICHMOND VA 23230 237375346 501(C)(3) 8805 GRANTEE UNITED WAY OF GREENVILLE COUNTY 105 EDINBURG CT GREENVILLE SC 29607 570362066 501(C)(3) 49657 GRANTEE UNITED WAY OF HORRY COUNTY 761 CENTURY CIRCLE CONWAY SC 29526 570558692 501(C)(3) 18378 GRANTEE UNITED WAY OF THE CENTRAL CAROLINAS INC 301 S BREVARD STREET CHARLOTTE NC 28202 560529948 501(C)(3) 14299 GRANTEE UNITED WAY OF THE COASTAL EMPIRE PO BOX 2946 SAVANNAH GA 31402 741207552 501(C)(3) 11455 GRANTEE UNITED WAY OF THE LOWCOUNTRY PO BOX 202 BEAUFORT SC 29901 570405847 501(C)(3) 5305 GRANTEE UNITED WAY OF YORK COUNTY SC PO BOX 925 ROCK HILL SC 29731 570314396 501(C)(3) 5603 GRANTEE WATER MISSION 1150 KINZER ST NORTH CHARLESTON SC 29405 571116978 501(C)(3) 14165 GRANTEE YWCA OF GREATER CHARLESTON 1064 GARDNER ST CHARLESTON SC 29407 570518147 501(C)(3) 7055 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 $1,125,850. A PORTION OF THE GRANTED FUNDS ARE A RESULT OF A FUNDING PROCESS THROUGH 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 $3,114,279. X X X X X 0 1 0 0 0 0 0 0 0 CHRISTOPHER KERRIGAN PRESIDENT&CEO UNTIL 4/2019 178600 0 26150 0 7815 0 10734 0 26997 0 250296 0 0 0 PART I, 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 2018-2019 FISCAL YEAR. X 16 221947 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 36 TOTAL AND 35 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 AT REQUEST FROM THE ORGANIZATION FORM 990, PART XII, LINE 2C: SAME AS PRIOR YEAR.