2019-04-23T13:04:05-05:00 2018-06-30 824158464 DAVIS & COMPANY CPAS 990 LAKE HUNTER CIRCLE STE 207 MOUNT PLEASANT SC 29464 990 2017-07-01 570314378 TRIDENT UNITED WAY TRID 8437409000 PO BOX 63305 NORTH CHARLESTON SC 294193305 BRIDGET BUSH CHIEF FINANCIAL OFFICER 8437409000 2019-04-23 1 ZOE DAVIS P01057590 8438813315 2019-04-12 67.223.0.103 2019-04-23 14:01:09 ED P B602D594AFD2B0B327E07A06F36CA6A7E42546D0 D687F2D5A2F6D0A2D3F8E5BB2EE485A29C43EC1C 2017 2019-02-21 02:37:17Z CHLOE KNIGHT TONNEY PO BOX 63305 NORTH CHARLESTON SC 294193305 9416157 0 X WWW.TUW.ORG X 1944 SC CATALYST FOR COMMUNITY TRANSFORMATION BY COLLECTIVE IMPACT IN EDUC, FIN STABILITY & HEALTH. 39 38 78 6716 0 0 9869346 8343572 79098 33133 577562 809304 13366 48523 10539372 9234532 4369511 4284195 0 0 3188583 3049433 73332 60133 1390706 1680027 1553374 9311453 8947135 1227919 287397 20671242 20677821 1104432 862349 19566810 19815472 X TRIDENT UNITED WAY IS A CATALYST FOR MEASURABLE COMMUNITY TRANSFORMATION THROUGH COLLECTIVE IMPACT IN EDUATION, FINANCIAL STABILITY AND HEALTH. 0 0 1410882 621746 85000 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 THE INCOME AND SAFETYNET IMPACT AREAS RESULTED IN A MODEL OF CHANGE FOR 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 2017-2018 INCLUDE THE FOLLOWING: 1) AMERICORPS - 1,042 INDIVIDUALS WERE SERVED: RECEIVING 2,153 SERVICES, WITH 303 INDIVIDUALS RECEIVING BASIC FINANCIAL EDUCATION. THE 18 AMERICORPS MEMBERS INCREASED OUR REGIONS SERVICE CAPACITY BY PROVIDING 18,597 HOURS OF SERVICE. 2) BERKELEY AND DORCHESTER PROSPERITY CENTERS SERVED 2,095 CLIENTS, OF WHICH 1,678 WERE NEW THIS YEAR, WITH 5,917 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 300 ORGANIZATIONS USING CHARITYTRACKER, 28,646 HOUSEHOLDS WERE ASSISTED WITH THE VALUE OF ASSISTANCE EQUALING $1,005,779. 5) SC THRIVE TAX PREPARATION ASSISTANCE: OVER 3,030 STATE AND/OR FEDERAL TAX RETURNS WERE FILED FOR FREE THROUGHOUT THE TRI-COUNTY AREA. 1714733 1387951 83750 EDUCATIONTRIDENT UNITED WAY (TUW) SUPPORTS PROGRAMS AND LEADS COLLABORATIVE PARTNERSHIPS THAT AIM TO PROMOTE EARLY SCHOOL 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 OR WHO SERVE A MAJORITY OF FAMILIES AT 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 FIVE. FINALLY, TUW IS WORKING COLLABORATIVELY WITH MULTIPLE SCHOOL DISTRICTS AND COMMUNITY PARTNERS TO LAUNCH A READING BY THIRD LITERACY INITIATIVE, A NEW AND INNOVATIVE LITERACY INVESTMENT FUND 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 2017-2018 INCLUDE THE FOLLOWING:1) KINDERGARTEN READINESS - ESTABLISHMENT OF THE COMMON AGENDA AND DEFINITION OF KINDERGARTEN READINESS, THE IDENTIFICATION OF TWO CATALYTIC PROJECTS, FAMILY RESOURCE HUB AND ACCESS TO CARE THROUGH CHILDCARE VOUCHERS, AND THE ELECTION OF THE FAMILY RESOURCE HUB AS A FOCUS, AND THE CONVENING OF APPROXIMATELY 60 COMMUNITY MEMBERS REPRESENTING A VARIETY OF AGENCIES, ORGANIZATIONS AND SCHOOLS IN JUNE 2017.2) READING BY THIRD SERVING 1,110 STUDENTS AND TRAINING 123 TEACHERS IN ENGLISH LANGUAGE ARTS INSTRUCTIONAL PRACTICES.3) LINKS 2.0 - SERVING: A) 207,820 BACKPACK MEALS TO 6,446 CHILDREN SO THAT THEY MAY FOCUS ON SCHOOL, NOT HUNGER B) 14,722 HOURS OF MENTAL HEALTH COUNSELING TO 741 STUDENTS C) $86,450 IN EMERGENCY FINANCIAL ASSISTANCE TO 1,156 FAMILIES TO ADDRESS BASIC NEEDS THAT COULD HAVE NEGATIVELY IMPACTED CHILDREN'S LIVING CONDITIONS AND LEARNING 1142820 966975 HEALTHTHE HIGHEST CURRENT PRIORITY OF TUW IS SUPPORTING THE IMPLEMENTATION OF OUR HEALTH, OUR FUTURE: TRI-COUNTY HEALTH IMPROVEMENT PLAN 2018-2023, THE FIRST COMPREHENSIVE HEALTH IMPROVEMENT PLAN IN OUR REGION THAT PROVIDES 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, AND TRI-COUNTY HEALTH DATA WORKGROUP.IN JANUARY 2017, TUW PARTNERED WITH MUSC HEALTH AND ROPER ST. FRANCIS HEALTHCARE TO LAUNCH HEALTHY TRI-COUNTY (HTC), A MULTI-SECTOR REGIONAL INITIATIVE TO IMPROVE 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. HTC GREW OUT OF THE COLLABORATIVE WORK IMPLEMENTED BY MUSC HEALTH, ROPER ST. FRANCIS HEALTHCARE AND TRIDENT UNITED WAY ON THE 2016 TRI-COUNTY COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) AND A THREE-PART TRI-COUNTY HEALTH FORUM SERIES. THERE ARE CURRENTLY 63 FORMAL HTC MEMBERS, AND NEARLY 1,000 INDIVIDUALS HAVE INTERACTED WITH NETWORK ACTIVITIES AND RESOURCES. 2676308 1307523 26100 COMMUNITY IMPACTCOMMUNITY IMPACT WORKS TO STRENGTHEN OUR COMMUNITY BY FOCUSING ON EDUCATION, FINANCIAL STABILITY AND HEALTH. THESE ARE THE BUILDING BLOCKS FOR A GOOD LIFE - A QUALITY EDUCATION THAT LEADS TO A STABLE JOB, ENOUGH INCOME TO SUPPORT A FAMILY AND GOOD HEALTH. WE SEE THESE AREAS AS INTEGRATED AND WORK PROACTIVELY AND COLLABORATIVELY TO CREATE LONG-LASTING CHANGE IN BERKELEY, CHARLESTON AND DORCHESTER COUNTIES. THE COMMUNITY CHANGE LEAD BY TUW IS SUPPORTED THROUGH HUNDREDS OF WORKPLACE GIVING CAMPAIGNS, INDIVIDUAL GIVING, CORPORATE AND FOUNDATION GRANTS, FEDERAL AND STATE GRANTS, AND FEES FOR SERVICES. MAJOR INITIATIVES INCLUDED STRATEGIC LEARNING & EVALUATION, EFFORTS TO OUTCOMES, AND PARTNER AGENCY INVESTMENT MANAGEMENT. HIGHLIGHTED OUTCOMES OF COMMUNITY IMPACT INCLUDED:1) EFFORTS TO OUTCOMES IMPLEMENTED AUTOMATED REFERRALS PROCESS AT BERKELEY PROSPERITY, COMPLETED PREPARATION FOR IMPLEMENTATION OF ETO FOR AMERICORPS PROGRAM REPORTING. 2) STRATEGIC LEARNING & EVALUATION WAS CRITICAL IN THE IMPLEMENTATION OF THE EXECUTION OF THE YEARS 1 & 2 OF THE INVESTMENT PROCESS. QUARTERLY DATA DIVES WERE HELD, WHEREBY PROGRAM INVESTMENT PARTNERS REVIEW DATA OF SIMILAR PROGRAMS TO DISCUSS TRENDS, CHALLENGES AND BEST PRACTICE SOLUTIONS, AS WELL AS DISCUSS TOOLS AND/OR INFORMATION TO BUILD CAPACITY, STRENGTHEN PARTNERSHIPS AND IMPROVE SYSTEMS. 3) PARTNER AGENCY INVESTMENT MANAGEMENT INCLUDED GUIDING OVER 100 VOLUNTEERS IN THE REVIEW OF THE FUNDED PARTNER GRANTS ON A QUARTERLY BASIS. THE INVESTMENT PROCESS IS UNDERPINNED BY THREE PRINCIPLES THAT GUIDE ALL INVESTMENTS: FISCAL RESPONSIBILITY, MEASURABLE RESULTS AND ALIGNMENT. GRANTS ARE MADE IN THE FOCUS AREAS OF EDUCATION, HEALTH AND FINANCIAL STABILITY.CONNECTING THE COMMUNITYCONNECTING THE COMMUNITY INCLUDES INITIATIVES THAT DIRECTLY SERVE THE TRI-COUNTY REGION. THE PRIMARY INITIATIVES ARE STRATEGIC VOLUNTEER ENGAGEMENT, COMMUNICATION, AND THE 2-1-1 HELPLINE WITH DESCRIPTIONS AS FOLLOWS:1) STRATEGIC VOLUNTEER ENGAGEMENT SUPPORTS BOTH INTERNAL AND EXTERNAL VOLUNTEER ENGAGEMENT TO PROVIDE IMPACTFUL VOLUNTEER MATCHING BETWEEN TUW NONPROFIT PARTNERS AND CORPORATE PARTNERS; CREATES A PIPELINE OF VOLUNTEERS FOR TUW IN ALL LEVELS OF ENGAGEMENT; AND SUPPORTS THE STRATEGIC GROWTH OF DAY OF CARING. IN FY18, TUW ENGAGED OVER 6,500 VOLUNTEERS. 2) 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 TO BEING THE FIRST, MOST ESSENTIAL RESOURCE TO ANYONE WHO NEEDS HELP. AN INFORMATION AND REFERRAL (I&R) SPECIALIST ASSESES 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 SITUATION 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 IN FY18 INCLUDE 17,573 CALLS RECEIVED AND 35,146 REFERRALS MADE.3) COMMUNICATION WITH CONSTITUENTS IS A YEAR-ROUND EFFORT. TUW DISTRIBUTES QUARTERLY EMAIL NEWSLETTERS TO 20,000 + RECIPIENTS. TUW ALSO UPDATES ITS WEBSITE (TUW.ORG) AND LINKEDIN PRESENCE WEEKLY. 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 AND TO RAISE AWARENESS OF THE MYRIAD COMMUNITY RESOURCES AVAILABLE TO THOSE IN NEED AND SEEKING THE SUPPORT OF THOSE WHO HAVE THE ABILITY TO HELP. 2676308 1307523 26100 6944743 1 1 0 1 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 23 0 1 78 1 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 CHRISTOPHER KERRIGAN PRESIDENT & CEO 50.00 X X 226958 0 89289 PJ BROWNING BOARD CHAIR 5.00 X X 0 0 0 ROBERT FEI CHAIR-ELECT/COMMUNITY IMPACT CHAIR 5.00 X X 0 0 0 KENNETH SMITH TREASURER/FINANCE COMMITTEE CHAIR 5.00 X X 0 0 0 STEVE POLSTON AUDIT COMMITTEE CHAIR 5.00 X 0 0 0 JESSE DOVE INVESTMENT COMMITTEE CHAIR 5.00 X 0 0 0 FLEETWOOD S HASSELL CAMPAIGN CABINET CHAIR 5.00 X 0 0 0 DANIEL MOONEY STATEGIC PLANNING CHAIR 5.00 X 0 0 0 ELIZABETH ROGERS MARKETING AND COMMUNICATIONS CHAIR 5.00 X 0 0 0 STACY CANNON WOMEN UNITED CHAIR 5.00 X 0 0 0 RENEE LINYARD YOUNG PHILANTHROPISTS CHAIR 5.00 X 0 0 0 VANESSA TURNER MAYBANK AFRICAN AMERICAN LEADERSHIP CHAIR 5.00 X 0 0 0 CAPTAIN THOMAS BAILEY DIRECTOR 2.00 X 0 0 0 WENDY BREWER DIRECTOR 2.00 X 0 0 0 ERVETTE BROADNAX DIRECTOR 2.00 X 0 0 0 FRANK BULLARD DIRECTOR 2.00 X 0 0 0 LONNIE CARTER DIRECTOR 2.00 X 0 0 0 PATRICK CAWLEY MD DIRECTOR 2.00 X 0 0 0 SARA DEWOLF DIRECTOR 2.00 X 0 0 0 TIMOTHY GROW DIRECTOR 2.00 X 0 0 0 CAROLYN HUNTER DIRECTOR 2.00 X 0 0 0 FRANCIS JOHNSON DIRECTOR 2.00 X 0 0 0 JASMINE KANG DIRECTOR 2.00 X 0 0 0 BILL KESSINGER DIRECTOR 2.00 X 0 0 0 ADOLPH LANZA 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 KAREN NELSON DIRECTOR 2.00 X 0 0 0 KRISTEN OLSEN 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 STEVE SWANSON DIRECTOR 2.00 X 0 0 0 PETER TECKLENBURG DIRECTOR 2.00 X 0 0 0 MARY THORNLEY ED D DIRECTOR 2.00 X 0 0 0 WILLIAM TURNER III DIRECTOR 2.00 X 0 0 0 SCOTT WALSH DIRECTOR 2.00 X 0 0 0 MICHAEL WILSON DIRECTOR 2.00 X 0 0 0 ANITA ZUCKER DIRECTOR 2.00 X 0 0 0 MERRIDITH CROWE CHIEF OPERATING OFFICER 45.00 X 147783 0 20057 CHRISTA DIVIS CHIEF FINANCIAL OFFICER 45.00 X 77015 0 10949 AMANDA LAWERANCE VICE PRESIDENT COMMUNITY IMPACT 45.00 X 102525 0 14433 554281 0 134728 3 0 1 0 UNITED WAY ASOCIATION OF SC 400 ARBOR LAKE DR STE 500B COLUMBIA SC 29223 MEMBER SERVICES 224025 1 325799 8017773 149196 8343572 PROGRAM SERVICE FEES 519100 33133 33133 33133 289463 289463 230148 181625 48523 48523 48523 519841 0 519841 519841 519841 9234532 552974 0 337986 4284195 4284195 372762 208823 48719 115220 1682770 950923 207035 524812 107110 59982 14010 33118 695428 389440 90962 215026 191363 107163 25030 59170 9478 5691 921 2866 28000 19009 2187 6804 12000 12000 60133 60133 83988 83988 560831 459975 5753 95103 109744 66281 43463 57549 29421 4345 23783 134772 77289 21330 36153 34340 15793 7501 11046 116287 33584 44482 38221 98253 56564 9550 32139 89872 58813 6685 24374 14583 8606 1369 4608 POSTAGE & PRINTING 115517 70079 4472 40966 MEMBERSHIP DUES 64168 20932 29835 13401 BANK CHARGES 16320 5880 1143 9297 EQUIPMENT 5229 4330 899 2443 -30 1470 1003 8947135 6944743 611686 1390706 3266446 3217731 425129 736279 4354546 3913783 84643 86773 153303 110763 3241898 1479158 1719894 1762740 10667281 10849752 20671242 20677821 1104432 862349 1104432 862349 X 16117858 15240418 2841265 3922696 607687 652358 19566810 19815472 20671242 20677821 287397 -38734 0 X 0 1 X 1 0 X 10420438 10364193 10100851 9869346 8343572 49098400 10420438 10364193 10100851 9869346 8343572 49098400 2165231 46933169 641233 427423 370340 577562 872349 2888907 72065 79098 33133 184296 52171603 1652168 0.89960 0.90950 X 12000 12000 12000 2400 600 0 0 PART I-A, LINE 1: CONTRACTED WITH UNITED WAY ASSOCIATION OF SOUTH CAROLINA TO EDUCATE THE SOUTH CAROLINA LEGISLATIVE BODIES. 5350746 83927 431989 -45811 5820851 4777285 220836 624234 -271609 5350746 5106308 -68340 -260683 4777285 4921621 215859 -31172 5106308 4205784 746987 -31150 4921621 0.88590 0.11210 0.00200 1 0 490000 490000 1174808 587035 587773 1310383 654033 656350 266707 238090 28617 1762740 X 8108262 -38734 181625 142891 7965371 83988 1185173 1269161 9234532 7859599 181625 181625 7677974 83988 1185174 1269162 8947136 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 FUNDS REPRESENTED IN THIS INVESTMENT POLICY STATEMENT ARE FOR THE TRIDENT UNITED WAY ENDOWMENT FUND. THIS FUND PLACES THE HIGHEST EMPHASIS ON PROVIDING ANNUAL CASH INFUSIONS TO OPERATIONS TO HELP SUPPLEMENT OPERATING EXPENSES. THEREFORE ONE-THIRD (1/3) OF THE FUND SHOULD BE AVAILABLE AND FREE FROM EXCESSIVE MARKET RISK IMMEDIATELY AFTER A CRISIS. 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 181,625. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED FUNDS 1,185,173. PART XII, LINE 2D - OTHER ADJUSTMENTS: COMMERCIAL RENTAL EXPENSES 181,625. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED FUNDS 1,185,174. X X X X X X 1 OFFICE TEAM 12400 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 CAMPAIGN SPECIALISTS 1 515000 60133 454867 515000 60133 454867 SC 1 CAROLINA LOWCOUNTRY CHAPTER OF THE AMERICAN RED CROSS 2424 CITY HALL LANE SUITE A NORTH CHARLESTON SC 294066538 530196605 501(C)(3) 5718 GRANTEE ADDLESTONE HEBREW ACADEMY 1639 WALLENBURG BLVD CHARLESTON SC 29407 570409223 501(C)(3) 5925 GRANTEE AMERICAN CANCER SOCIETY INC 250 WILLIAMS STREET NW ATLANTA NY 30303 131788491 501(C)(3) 30006 GRANTEE AMERICAN NATIONAL RED CROSS 431 18TH STREET NW WASHINGTON DC 20006 530196605 501(C)(3) 13785 GRANTEE AMERICAN HEART ASSOCIATION INC (VA) 4217 PARK PLACE COURT GLEN ALLEN VA 230603315 135613797 501(C)(3) 24200 GRANTEE ANIMAL CHARITIES OF AMERICA 1100 LARKSPUR LANDING CIRCLE SUITE 340 LARKSPUR CA 94939 943193389 501(C)(3) 16812 GRANTEE BERKELEY CMHC 2414 BULL STREET COLUMBIA SC 29201 GOVT 45000 GRANTEE BERKELEY SENIORS 103 GULLEDGE STREET MONCKS CORNER SC 29461 571034485 501(C)(3) 66214 GRANTEE CALVARY CHAPEL OF BOISE INC 123 AUTO DRIVE BOISE ID 83709 820373010 CHURCH 9600 GRANTEE CANCERCURE OF AMERICA 1100 LARKSPUR LANDING CIRCLE SUITE 340 LARKSPUR CA 94939 501(C)(3) 7555 GRANTEE CATHOLIC SERVICE ORGANIZATIONS OF AMERICA 1100 LARKSPUR LANDING CIRCLE SUITE 340 LARKSPUR CA 94939 451679647 501(C)(3) 15161 GRANTEE CHANGED LIVES MINISTRY 470 REID HILL ROAD MONCKS CORNER SC 29461 582457711 501(C)(3) 8411 GRANTEE CHARLESTON ANIMAL SOCIETY 2455 REMOUNT RD NORTH CHARLESTON SC 29406 576021863 501(C)(3) 31319 GRANTEE CHARLESTON BAPTIST CHURCH 13 SAN MIGUEL RD CHARLESTON SC 29414 251253194 CHURCH 21050 GRANTEE CHARLESTON COUNTY SCHOOL DISTRICT - AE 3999 BRIDGE VIEW DRIVE NORTH CHARLESTON SC 29405 576000322 GOVT 114900 GRANTEE CHARLESTON DORCHESTER COMMUNITY MENTAL HEALTH CTR 2100 CHARLIE HALL BLVD CHARLESTON SC 29414 576000922 GOVT 165000 GRANTEE CHARLESTON ORPHAN HOUSE INC 5055 LACKAWANNA BLVD NORTH CHARLESTON SC 29406 570669877 501(C)(3) 71656 GRANTEE CHARLESTON PROMISE NEIGHBORHOOD 1819 MEETING STREET RD STE B CHARLESTON SC 29405 800597710 501(C)(3) 116158 GRANTEE CHILDREN IN CRISIS OF DORCHESTER COUNTY INC DBA DORCHESTER CHILDREN'S CEN 303 E RICHARDSON ST SUMMERVILLE SC 29483 571078099 501(C)(3) 113450 GRANTEE CHRIST EPISCOPAL CHURCH 2304 HIGHWAY 17 MOUNT PLEASANT SC 29466 221500487 CHURCH 22400 GRANTEE CHRISTIAN SERVICE CHARITIES PO BOX 79704 BALTIMORE MD 212799704 943193374 501(C)(3) 14675 GRANTEE CLEMSON UNIVERSITY FOUNDATION PO BOX 1889 CLEMSON SC 29633 570426335 501(C)(3) 9693 GRANTEE COMMUNITIES IN SCHOOLS OF THE CHARLESTON AREA INC 1090 E MONTAGUE AVE CHARLESTON SC 29403 570915384 501(C)(3) 119074 GRANTEE COMMUNITY HEALTH CHARITIES 1240 NORTH PITT ST SUITE 300 ALEXANDRIA VA 22314 136167225 501(C)(3) 47015 GRANTEE DEE NORTON LOWCOUNTRY CHILDREN'S CENTER 1061 KING STREET CHARLESTON SC 29403 570905724 501(C)(3) 148521 GRANTEE DORCHESTER SENIORS INC 312 N LAUREL STREET SUMMERVILLE SC 29483 570703785 501(C)(3) 75479 GRANTEE EAST COOPER BAPTIST CHURCH 361 EGYPT ROAD MT PLEASANT SC 29464 570697258 CHURCH 11646 GRANTEE EAST COOPER COMMUNITY OUTREACH 1145 SIX MILE ROAD MT PLEASANT SC 29464 570939280 501(C)(3) 68812 GRANTEE FAMILY SERVICES INC DBA ORIGIN SC 4925 LACROSS ROAD SUITE 215 NORTH CHARLESTON SC 294066513 570324920 501(C)(3) 138462 GRANTEE FLORENCE CRITTENTON PROGRAMS OF SOUTH CAROLINA 19 SAINT MARGARET STREET CHARLESTON SC 29403 570342030 501(C)(3) 125321 GRANTEE GLOBAL IMPACT PO BOX 409616 ATLANTA GA 303849616 521273585 501(C)(3) 9539 GRANTEE HABITAT FOR HUMANITY OF BERKELEY COUNTY 1 BELKNAP ROAD GOOSE CREEK SC 294453441 570907019 501(C)(3) 24079 GRANTEE HEALTH AND MEDICAL RESEARCH CHARITIES 1100 LARKSPUR LANDING CIRCLE SUITE 340 LARKSPUR CA 94939 943217739 501(C)(3) 17153 GRANTEE HELPING HANDS OF GOOSE CREEK PO BOX 992 GOOSE CREEK SC 294450992 570891298 501(C)(3) 47700 GRANTEE LIFE COVENANT CHURCH 4200 E 2ND ST EDMOND OK 73034 731486708 CHURCH 13000 GRANTEE LOWCOUNTRY FOOD BANK INC 2864 AZALEA DR CHARLESTON SC 29405 570751835 501(C)(3) 497937 GRANTEE LUTHERAN SOCIAL SERVICES OF THE GREATER CHARLESTON AREA DBA TRICOUNTY FAMIL 3349 RIVERS AVENUE NORTH CHARLESTON SC 29405 570794782 501(C)(3) 132389 GRANTEE MARCH OF DIMES DONATION PROCESSING CENTER 1064 GARDNER ROAD 116 CHARLESTON SC 29407 131846366 501(C)(3) 16033 GRANTEE MEDICAL UNIVERSITY OF SOUTH CAROLINA FOUNDATION 18 BEE ST MSC 450 CHARLESTON SC 29425 576028985 501(C)(3) 12096 GRANTEE METANOIA COMMUNITY DEVELOPMENT CORP 2005 REYNOLDS AVENUE NORTH CHARLESTON SC 29405 200310400 501(C)(3) 121427 GRANTEE MILITARY FAMILY & VETERANS SERVICE ORGANIZATIONS OF AMERICA 1100 LARKSPUR LANDING CIRCLE SUITE 340 LARKSPUR CA 94939 943193418 501(C)(3) 19348 GRANTEE MILITARY SUPPORT GROUPS OF AMERICA 1100 LARKSPUR LANDING CIRCLE SUITE 340 LARKSPUR CA 94939 272242752 501(C)(3) 7495 GRANTEE READING PARTNERS - CHARLESTON SC 6296 RIVERS AVENUE SUITE 305 NORTH CHARLESTON SC 29406 770568469 501(C)(3) 63398 GRANTEE MY SISTER'S HOUSE INC PO BOX 71171 NORTH CHARLESTON SC 294151171 570730861 501(C)(3) 13001 GRANTEE ONE-EIGHTY PLACE 35 WALNUT STREET CHARLESTON SC 29403 570789483 501(C)(3) 164069 GRANTEE OUR LADY OF MERCY COMMUNITY OUTREACH SERVICES INC PO BOX 607 JOHNS ISLAND SC 29457 570905488 501(C)(3) 42251 GRANTEE PALMETTO WARRIOR CONNECTION 2150 EAGLE DR BUILDING 100 NORTH CHARLESTON SC 29406 570632511 501(C)(3) 13380 GRANTEE RONALD MCDONALD HOUSE CHARITIES OF CHARLESTON SOUTH CAROLINA 81 GADSDEN STREET CHARLESTON SC 29401 570724845 501(C)(3) 7727 GRANTEE ROPER ST FRANCIS FOUNDATION 316 CALHOUN STREET CHARLESTON SC 29403 571068509 501(C)(3) 150421 GRANTEE SC THRIVE 107 SALUDA POINTE DR LEXINGTON SC 29072 901011409 501(C)(3) 50870 GRANTEE SEACOAST CHRISTIAN COMMUNITY CHURCH INC 750 LONG POINT ROAD MOUNT PLEASANT SC 294648217 571045195 501(C)(3) 42111 GRANTEE TRI-COUNTY CRADLE TO CAREER COLLABORATIVE 6296 RIVERS AVENUE NORTH CHARLESTON SC 29406 462902337 501(C)(3) 9925 GRANTEE WATER MISSIONS INTERNATIONAL 25 COLUMBIA HEIGHTS BROOKLYN NY 112011300 571116978 501(C)(3) 12549 GRANTEE WINGS FOR KIDS INC 2097 MOUNT PLEASANT STREET CHARLESTON SC 29403 570807424 501(C)(3) 167785 GRANTEE BERKELEY COUNTY SCHOOL DISTRICT PO BOX 608 MONCKS CORNER SC 29461 GOVT 115480 GRANTEE BOY SCOUTS OF AMERICA - COASTAL CAROLINA 9297 MEDICAL PLAZA DRIVE SUITE C NORTH CHARLESTON SC 29406 570327870 501(C)(3) 5886 GRANTEE CHARLESTON AREA SENIOR CITIZENS SERVICES INC 259 MEETING STREET CHARLESTON SC 29401 576030048 501(C)(3) 8025 GRANTEE DORCHESTER SCHOOL DISTRICT 4 500 RIDGE STREET ST GEORGE SC 29477 GOVT 115000 GRANTEE FURMAN UNIVERSITY 3300 POINSETT HWY GREENVILLE SC 29613 570314395 501(C)(3) 5725 GRANTEE PALMETTO COMMUNITY CARE (FNA LOWCOUNTRY AIDS NETWORK) 3547 MEETING STREET ROAD NORTH CHARLESTON SC 29405 570905550 501(C)(3) 66567 GRANTEE UNITED WAY OF GREATER HOUSTON PO BOX 14998 GREENSBORO NC 274154998 560668555 501(C)(3) 29114 GRANTEE UNITED WAY OF THE MIDLANDS 1818 BLANDING STREET COLUMBIA SC 29201 570405847 501(C)(3) 8707 GRANTEE 52 10 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 $1,185,173. A PORTION OF THE GRANTED FUNDS ARE A RESULT OF A FUNDING PROCESS THROUGH THE COMMUNITY INVESTMENT COMMITTEE. THE COMMUNITY INVESTMENT 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 $3,100,122. X X X X X 0 1 0 0 0 0 0 0 0 CHRISTOPHER KERRIGAN PRESIDENT & CEO 178600 0 40723 0 7635 0 62043 0 27246 0 316247 0 0 0 X 16 149196 MARKET VALUE 0 0 0 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 FINANCE COMMITTEE WILL REVIEW THE FORM 990 AND RECOMMEND ITS APPROVAL TO THE FULL BOARD OF DIRECTORS. A COMPLETE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY REQUIRES THE BOARD OF DIRECTORS TO FILL OUT 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 BOARD OF DIRECTORS EXECUTIVE COMMITTEE REVIEWED THE CEO COMPENSATION AGAINST AN INDEPENDENT CONSULTANT ANALYSIS IN 2017. THE EXECUTIVE COMMITTEE APPROVES ALL CEO COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THREE YEARS OF AUDITED FINANICAL STATMENTS 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.