2017-10-25T14:44:24-05:00 2017-06-30 271780668 HUBBARD DAVIS CPAS LLP 990 LAKE HUNTER CIRCLE STE 207 MOUNT PLEASANT SC 29464 990 2016-07-01 570314378 TRIDENT UNITED WAY TRID 8437409000 PO BOX 63305 NORTH CHARLESTON SC 294193305 CHRISTOPHER KERRIGAN PRESIDENT 8437409000 2017-10-25 1 ZOE DAVIS P01057590 8438813315 2017-10-25 67.223.0.101 2017-10-25 15:43:53 ED P D687F2D5A2F6D0A2D3F8E5BB2EE485A29C43EC1C D687F2D5A2F6D0A2D3F8E5BB2EE485A29C43EC1C 2016 2021-01-29 14:40:06Z CHRISTOPHER KERRIGAN PO BOX 63305 NORTH CHARLESTON SC 294193305 10743276 0 X WWW.TUW.ORG X 1944 SC TRIDENT UNITED WAY IS A CATALYST FOR MEASURABLE COMMUNITY TRANSFORMATION THROUGH COLLECTIVE IMPACT IN EDUCATION, FINANCIAL STABILITY AND HEALTH. 38 38 71 6877 0 0 10100851 9869346 0 79098 370340 577562 4104 13366 10475295 10539372 5906286 4369511 0 0 3101763 3188583 62734 73332 1690926 1761251 1680027 10832034 9311453 -356739 1227919 18801511 20671242 949975 1104432 17851536 19566810 X TRIDENT UNITED WAY IS A CATALYST FOR MEASURABLE COMMUNITY TRANSFORMATION THROUGH COLLECTIVE IMPACT IN EDUATION, FINANCIAL STABILITY AND HEALTH. 0 0 1746748 869560 55773 FINANCIAL STABILITYIN 2010, THE CHAIRS OF INCOME AND SAFETYNET BEGAN TO WORK TOGETHER TO BETTER SUPPORT THE FRAMEWORK OF FINANCIAL STABILITY. THE INTEGRATION OF THESE TWO IMPACT AREAS INTO ONE RESULTED IN A MODEL OF CHANGE, 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. 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. HIGHLIGHTS OF THE ACCOMPLISHMENTS FOR 2016-2017 INCLUDE THE FOLLOWING:AMERICORPS - 739 INDIVIDUALS WERE SERVED, RECEIVING 4,593 SERVICES, 303 INDIVIDUALS DEMONSTRATED AN INCREASE IN BASIC FINANCIAL EDUCATION KNOWLEDGE OR SKILLS, EXCEEDING THE PROJECTION AND REACHING 135% OF THE TARGET BERKELEY AND DORCHESTER PROSPERITY CENTERS SERVED 3,873 CLIENTS, OF WHICH 1,487 WERE NEW THIS YEAR.EMERGENCY FOOD AND SHELTER (EFSP) PROGRAM - THROUGH TRIDENT UNITED WAY'S WORK WITH THE SAFETY NET ASSISTANCE NETWORK, EFSP AWARDED OVER $646,350 TO 66 PROGRAMS.CHARITYTRACKER - THROUGH THE 298 ORGANIZATIONS USING CHARITYTRACKER, 27,650 HOUSEHOLDS WERE ASSISTED WITH THE VALUE OF ASSISTANCE EQUALING $1,382,949. 1207100 961975 0 EDUCATIONTRIDENT UNITED WAY (TUW) SUPPORTS PROGRAMS AND LEADS COLLABORATIVE PARTNERSHIPS THAT AIM TO PROMOTE EARLY READINESS AND INTERVENTION AND ELIMINATE ACADEMIC PERFORMANCE GAPS BETWEEN THE HIGHEST AND LOWEST PERFORMING STUDENTS IN ENGLISH LANGUAGE ARTS AND MATHEMATICS. TO HELP REACH OUR EDUCATION GOAL, TUW LEADS SEVERAL EFFORTS. THE FIRST 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. SECONDLY, TUW IS WORKING COLLABORATIVELY WITH MULTIPLE SCHOOL A DISTRICT 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 2016-2017 INCLUDE THE FOLLOWING: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.LINKS 2.0 - SERVING 1,261 STUDENTS. THE STUDENTS RECEIVED 45,934 SERVICES. 1136191 966975 0 HEALTHIN 2015, TUW ADOPTED THE COUNTY HEALTH RANKINGS & ROADMAPS HEALTH FRAMEWORK, WHICH DEFINES HEALTH BROADLY AND TAKES INTO ACCOUNT NOT ONLY ACCESS TO CARE AND PATTERNS OF PERSONAL BEHAVIOR, BUT ALSO THE SURROUNDING ENVIRONMENTAL AND SOCIO-ECONOMIC CONDITIONS AND POLICIES THAT SHAPE AND FOSTER LIFELONG MENTAL, PHYSICAL AND SOCIAL WELL-BEING. IN MAY 2016, TUW ENTERED INTO A COACHING PARTNERSHIP WITH COUNTY HEALTH RANKINGS & ROADMAPS. THROUGH THIS OPPORTUNITY, TUW'S GUIDING TEAM FOR HEALTH WILL WORK WITH AN EXPERT COACH TO IDENTIFY THE MOST EFFECTIVE PROCESSES AND APPROACHES FOR BROAD-BASED IMPACT ON THE HEALTH OF INDIVIDUALS IN THE TRI-COUNTY.HIGHLIGHTS OF ACCOMPLISHMENTS FOR 2016-2017 INCLUDE COMPLETION OF THE COMMUNITY HEALTH NEEDS ASSESSMENT OF OVER 1500 INDIVIDUALS, REPRESENTING THE SOCIO-ECONOMIC AN DEMOGRAPHIC LANDSCAPE OF THE TRI-COUNTY AREA, LAUNCH OF HEALTHY TRI-COUNTY MULTI-SECTOR INITIATIVE TO IMPROVE HEALTH OUTCOMES BY 2025, FORMATION OF TRI-COUNTY COMMUNITY HEALTH IMPROVEMENT PLAN (CHIP) WORKGROUP TO CREATE A COMMUNITY PLAN , SELECTION AND FINALIZATION OF CHIP/MAPP METHODOLOGY, IDENTIFICATION AND SELECTION OF CHIP PRIORITIES, AND APPROVAL OF HEALTH IMPROVEMENT PLAN FOCUS AREAS TRI-COUNTY CHIP BY EXECUTIVE COMMITTEE. 3197504 1571001 23325 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 LED 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: EFFORTS TO OUTCOMES IMPLEMENTED AUTOMATED REFERRALS PROCESS AT BERKELEY PROSPERITY, COMPLETED PREPARATION FOR IMPLEMENTATION OF ETO FOR AMERICORPS PROGRAM REPORTING, AND SELECTED ETO AS DATA COLLECTION SYSTEM FOR TRI-COUNTY READING BY THIRD PROJECT.STRATEGIC LEARNING & EVALUATION WAS CRITICAL IN THE IMPLEMENTATION OF THE EXECUTION OF THE YEAR 1 OF THE INVESTMENT PROCESS. QUARTERLY DATA DIVES WERE HELD, WHEREBY PROGRAM INVESTMENT PARTNERS COULD REVIEW DE-IDENTIFIED DATA OF SIMILAR PROGRAMS TO DISCUSS TRENDS, CHALLENGES AND BEST-PRACTICE SOLUTIONS, AS WELL AS HEAR ABOUT TOOLS AND/OR INFORMATION TO BUILD CAPACITY, STRENGTHEN PARTNERSHIPS AND IMPROVE SYSTEMS. PARTNER AGENCY INVESTMENT MANAGEMENT INCLUDED GUIDING OVER 100 HUNDRED VOLUNTEERS IN THE REVIEW OF THE FUNDED PARTNERS ON A QUARTERLY BASIS. THE INVESTMENT PROCESSES ARE UNDERPINNED BY THREE PRINCIPLES THAT GUIDE ALL INVESTMENTS: FISCAL RESPONSIBILITY, MEASURABLE RESULTS AND ALIGNMENT. INVESTMENTS 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. A BRIEF DESCRIPTION FOR EACH FOLLOW.STRATEGIC VOLUNTEER ENGAGEMENTSTRATEGIC VOLUNTEER ENGAGEMENT SUPPORTS BOTH INTERNAL AND EXTERNAL VOLUNTEER ENGAGEMENT TO PROVIDE SUPPORTIVE VOLUNTEER MATCHING BETWEEN TUW FUNDED 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. 2-1-1 HELPLINE211 IS AN INFORMATION HOTLINE THAT PROVIDES RESOURCES AND REFERRALS USING LIVE CALL-CENTER REPRESENTATIVES. 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. 211 IS ALSO PART OF THE SUICIDE PREVENTION NETWORK AND THERE ARE TRAINED REPRESENTATIVES WHO MANAGE CALLERS IN CRISIS SITUATIONS. HIGHLIGHTS OF SERVICES IN FY17 INCLUDE 4,494 CALLS RECEIVED AND 6,928 REFERRALS MADE.COMMUNICATIONCOMMUNICATION WITH CONSTITUENTS IS A YEAR-ROUND EFFORT, STARTING WITH QUARTERLY EMAIL NEWSLETTERS. TUW UPDATES ITS WEBSITE WEEKLY AND POSTS NEW INFORMATION 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. 3197504 1571001 23325 7287543 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 27 0 1 71 1 0 0 0 0 0 0 0 0 X 38 38 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 SC X X X CHRISTOPHER KERRIGAN 8437409000 P O BOX 63305 NORTH CHARLESTON SC 29419 DANIEL MOONEY STRAEGIC PLANNING CHAIR 5.00 X 0 0 0 CINDY BRAMS FINANCE CHAIR & TREASURER 5.00 X X 0 0 0 ANITA ZUCKER DIRECTOR 2.00 X 0 0 0 JESSE C DOVE INVESTMENT CHAIR 5.00 X X 0 0 0 BRUCE HOFFMAN IMMEDIATE PAST CHAIR 5.00 X X 0 0 0 BILL TURNER III DIRECTOR 2.00 X 0 0 0 EDWARD A ROSE III BOARD CHAIR 5.00 X X 0 0 0 BRENDA BLACKBURN DIRECTOR 2.00 X 0 0 0 PATRICK CAWLEY MD DIRECTOR 2.00 X 0 0 0 TIM SEASE DIRECTOR 2.00 X 0 0 0 MARK C DICKSON DIRECTOR 2.00 X 0 0 0 MICHELLE L HOWARD DIRECTOR 2.00 X 0 0 0 BOB FEI COMMUNITY IMPACT CHAIR 5.00 X 0 0 0 LT GEN JOHN ROSA DIRECTOR 2.00 X 0 0 0 CHRISTIAN MACLVER DIRECTOR 2.00 X 0 0 0 FRANCIS JOHNSON DIRECTOR 2.00 X 0 0 0 CAPTAIN THOMAS W BAILEY DIRECTOR 2.00 X 0 0 0 JANINE MCMANUS DIRECTOR 2.00 X 0 0 0 DENNIS GREGORY DIRECTOR 2.00 X 0 0 0 BARBARA L MELVIN DIRECTOR 2.00 X 0 0 0 HUGH C LANE JR SOCIAL INNOVATION BOARD CH 5.00 X 0 0 0 ERVETTE BROADNAX DIRECTOR 2.00 X 0 0 0 ANNE K SURRETT DIRECTOR 2.00 X 0 0 0 LONNIE CARTER DIRECTOR 2.00 X 0 0 0 SCOTT WALSH DIRECTOR 2.00 X 0 0 0 KAREN NELSON DIRECTOR 2.00 X 0 0 0 STEVE POLSTON DIRECTOR 2.00 X 0 0 0 MARY THORNLEY DIRECTOR 2.00 X 0 0 0 PETER WERTIMER MARKETING & COMMUNICATIONS CHAIR 5.00 X 0 0 0 PJ BROWNING INCOMING BOARD CHAIR 5.00 X X 0 0 0 FLEETWOOD S HASSELL CAMPAIGN CHAIR 5.00 X 0 0 0 BEN K DEWOLF DIRECTOR 2.00 X 0 0 0 STEVE SWANSON DIRECTOR 2.00 X 0 0 0 TED LEGASEY DIRECTOR 2.00 X 0 0 0 THAD BELL DIRECTOR 2.00 X 0 0 0 CAROLYN HUNTER DIRECTOR 2.00 X 0 0 0 CHIEF GREGORY G MULLEN DIRECTOR 2.00 X 0 0 0 KRISTEN L OLSON DIRECTOR 2.00 X 0 0 0 CHRISTOPHER KERRIGAN PRESIDENT & CEO 50.00 X 215368 0 80134 CHRISTA DIVIS CHIEF FINANCIAL OFFICER 45.00 X 100178 0 18564 MERRIDITH CROWE CHIEF OPERATING OFFICER 45.00 X 112834 0 22294 AMANDA LAWRENCE VP OF COMM. IMPACT 45.00 X 103020 0 14429 531400 0 135421 4 0 1 0 UNITED WAY ASOCIATION OF SC 400 ARBOR LAKE DR STE 500B COLUMBIA SC 29223 CONTRACTOR 283087 OFFICE TEAM 12400 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 CONTRACTOR 128585 2 302617 9566729 9869346 PROGRAM SERVICE FEES 519100 79098 79098 79098 261356 261356 217270 203904 13366 13366 13366 316206 0 316206 316206 316206 10539372 408670 0 261356 4369511 4369511 408119 168806 44614 194699 2215641 1364479 148593 702569 63489 38247 1318 23924 300699 180764 19778 100157 200635 114653 15245 70737 7948 1210 2242 4496 25821 10099 5231 10491 20000 20000 73332 73332 74548 74548 564141 438661 18385 107095 114236 55131 -583 59688 52167 25241 823 26103 141945 91320 8868 41757 60788 31825 4851 24112 184424 86607 20145 77672 133857 75847 10975 47035 101093 59023 12052 30018 24657 14054 1973 8630 POSTAGE & PRINTING 121717 61557 1954 58206 MISCELLANEOUS 21937 2078 3522 16337 BANK CHARGES 11756 3148 8608 DUES, SUBSCRIPTIONS, AN 8674 1394 3328 3952 10318 2488 6522 1308 9311453 7287543 332984 1690926 2191281 3266446 1480788 425129 4264903 4354546 57109 84643 139873 153303 3043362 1323468 1740220 1719894 8927337 10667281 18801511 20671242 949975 1104432 949975 1104432 X 14550488 16117858 2733997 2841265 567051 607687 17851536 19566810 18801511 20671242 1227919 487355 0 X 0 1 X 1 0 X 12258410 10420438 10364193 10100851 9869346 53013238 12258410 10420438 10364193 10100851 9869346 53013238 2295897 50717341 506442 641233 427423 370340 577562 2523000 78059 72065 79098 229222 55765460 2257869 0.90950 0.94360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20000 20000 20000 4000 1000 0 0 PART I-A, LINE 1: CONTRACTED WITH UWASC TO INFLUENCE THE LEGISLATIVE CLIMATE. 4777285 220836 624234 -271609 5350746 5106308 -68340 -260683 4777285 4921621 215859 -31172 5106308 4205784 746987 -31150 4921621 3786173 48600 399811 -28800 4205784 0.88000 0.12000 1 0 490000 490000 2312182 1098393 1213789 241180 225075 16105 1719894 9636279 487355 203904 691259 8945020 74548 1519804 1594352 10539372 7921005 203904 203904 7717101 74548 1519804 1594352 9311453 PART V, LINE 4: THE PERMANENT ENDOWMENT IS HELD IN PERPETUITY TO PROVIDE FOR ANNUAL DISTRIBUTIONS IN SUPPORT OF THE ANNUAL CAMPAIGN. PART XI, LINE 2D - OTHER ADJUSTMENTS: COMMERCIAL RENTAL EXPENSES 203,904. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED FUNDS 1,519,804. PART XII, LINE 2D - OTHER ADJUSTMENTS: COMMERCIAL RENTAL EXPENSES 203,904. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED FUNDS 1,519,804. X X X X X X 1 OFFICE TEAM 12400 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 LOANED EXECUTIVES 1 535000 73332 461668 535000 73332 461668 SC 1 CAROLINA LOWCOUNTRY CHAPTER OF THE AMERICAN RED CROSS 2424 CITY HALL LANE SUITE A NORTH CHARLESTON SC 294066538 12453 GRANTEE ADDLESTONE HEBREW ACADEMY 1639 WALLENBURG BLVD CHARLESTON SC 29407 9850 GRANTEE ALDERSGATE UNITED METHODIST CHURCH 1444 REMOUNT ROAD NORTH CHARLESTON GA 29406 23479 GRANTEE AMERICAN CANCER SOCIETY INC 250 WILLIAMS STREET NW ATLANTA NY 30303 35085 GRANTEE AMERICAN RED CROSS 431 18TH STREET NW WASHINGTON DC 20006 32309 GRANTEE AMERICA'S CHARITIES 14150 NEWBROOK DR SUITE 110 CHANTILLY VA 20151 11109 GRANTEE ANIMAL CHARITIES OF AMERICA 1100 LARKSPUR LANDING CIRCLE SUITE 340 LARKSPUR CA 94939 26991 GRANTEE BERKELEY CMHC PO BOX 1030 MONCKS CORNER SC 29461 45000 GRANTEE BERKELEY SENIORS 103 GULLEDGE STREET MONCKS CORNER SC 29461 65229 GRANTEE CALVARY CHAPEL OF BOISE INC 123 AUTO DRIVE BOISE ID 83709 5600 GRANTEE CANCERCURE OF AMERICA 1100 LARKSPUR LANDING CIRCLE SUITE 340 LARKSPUR CA 94939 14422 GRANTEE CAPITAL AREA UNITED WAY 700 LAUREL STREET BATON ROUGE LA 70802 10048 GRANTEE CATHOLIC SERVICE ORGANIZATIONS OF AMERICA 1100 LARKSPUR LANDING CIRCLE SUITE 340 LARKSPUR CA 94939 21920 GRANTEE CHANGED LIVES MINISTRY 470 REID HILL ROAD MONCKS CORNER SC 29461 9754 GRANTEE CHARITIES UNDER 1 OVERHEAD 1100 LARKSPUR LANDING CIRCLE SUITE 340 LARKSPUR CA 94939 6591 GRANTEE CHARLESTON ANIMAL SOCIETY 2455 REMOUNT RD NORTH CHARLESTON SC 29406 45435 GRANTEE CHARLESTON BAPTIST CHURCH 13 SAN MIGUEL RD CHARLESTON SC 29414 16750 GRANTEE CHARLESTON COUNTY SCHOOL DISTRICT - AE 3999 BRIDGE VIEW DRIVE NORTH CHARLESTON SC 29405 32500 GRANTEE CHARLESTON DORCHESTER COMMUNITY MENTAL HEALTH CTR 2100 CHARLIE HALL BLVD CHARLESTON SC 29414 120053 GRANTEE CHARLESTON ORPHAN HOUSE INC 5055 LACKAWANNA BLVD NORTH CHARLESTON SC 29406 72231 GRANTEE CHARLESTON PROMISE NEIGHBORHOOD 1819 MEETING STREET RD STE B CHARLESTON SC 29405 113890 GRANTEE CHILDREN FIRST - AMERICA'S CHARITIES 14150 NEWBROOK DR SUITE 110 CHANTILLY VA 20151 10570 GRANTEE CHILDREN IN CRISIS OF DORCHESTER COUNTY INC DBA DORCHESTER CHILDREN'S CEN 303 E RICHARDSON ST SUMMERVILLE SC 29483 117743 GRANTEE CHILDREN'S CHARITIES OF AMERICA 1100 LARKSPUR LANDING CIRCLE SUITE 340 LARKSPUR CA 94939 13771 GRANTEE CHILDREN'S MEDICAL CHARITIES OF AMERICA 1100 LARKSPUR LANDING CIRCLE SUITE 340 LARKSPUR CA 94939 8797 GRANTEE CHRIST EPISCOPAL CHURCH 2304 HIGHWAY 17 MOUNT PLEASANT SC 29466 21719 GRANTEE CHRISTIAN CHARITIES USA 1100 LARKSPUR LANDING CIRCLE SUITE 340 LARKSPUR CA 94939 5567 GRANTEE CHRISTIAN CHILDREN'S CHARITIES PO BOX 45754 SAN FRANCISCO CA 94145 25101 GRANTEE CLEMSON UNIVERSITY FOUNDATION PO BOX 1889 CLEMSON SC 29633 10004 GRANTEE COASTAL COMMUNITY CHURCH 460 ARLINGTON DRIVE CHARLESTON SC 29414 5173 GRANTEE COMMUNITIES IN SCHOOLS OF THE CHARLESTON AREA INC 1090 E MONTAGUE AVE CHARLESTON SC 29403 130817 GRANTEE COMMUNITY HEALTH CHARITIES PO BOX 75153 BALTIMORE MD 21275 64126 GRANTEE CONSERVATION & PRESERVATION CHAR AM 1100 LARKSPUR LANDING CIRCLE SUITE 340 LARKSPUR CA 94939 5296 GRANTEE DEE NORTON LOWCOUNTRY CHILDREN'S CENTER 1061 KING STREET CHARLESTON SC 29403 146081 GRANTEE DORCHESTER SENIORS INC 312 N LAUREL STREET SUMMERVILLE SC 29483 76085 GRANTEE EAST COOPER BAPTIST CHURCH 361 EGYPT ROAD MT PLEASANT SC 29464 9101 GRANTEE EAST COOPER COMMUNITY OUTREACH 1145 SIX MILE ROAD MT PLEASANT SC 29464 74640 GRANTEE EDUCATE AMERICA 1100 LARKSPUR LANDING CIRCLE SUITE 340 LARKSPUR CA 94939 6361 GRANTEE FAMILY SERVICES INC 4925 LACROSS ROAD SUITE 215 NORTH CHARLESTON SC 294066513 133061 GRANTEE FLORENCE CRITTENTON PROGRAMS OF SOUTH CAROLINA 19 SAINT MARGARET STREET CHARLESTON SC 29403 123087 GRANTEE GLOBAL IMPACT PO BOX 409616 ATLANTA GA 303849616 21604 GRANTEE HABITAT FOR HUMANITY OF BERKELEY COUNTY 1 BELKNAP ROAD GOOSE CREEK SC 294453441 28032 GRANTEE HEALTH AND MEDICAL RESEARCH CHARITIES 1100 LARKSPUR LANDING CIRCLE SUITE 340 LARKSPUR CA 94939 22706 GRANTEE HELPING HANDS OF GOOSE CREEK PO BOX 992 GOOSE CREEK SC 294450992 53871 GRANTEE SC HOSPITAL RESEARCH AND EDUCATION FOUNDATION ACCESSHEALTH SC COLUMBIA SC 29210 7500 GRANTEE LIFE COVENANT CHURCH 4200 E 2ND ST EDMOND OK 73034 10200 GRANTEE LOWCOUNTRY AIDS SERVICES INC 3547 MEETING STREET ROAD NORTH CHARLESTON SC 29405 68317 GRANTEE LOWCOUNTRY FOOD BANK INC 2864 AZALEA DR CHARLESTON SC 29405 519860 GRANTEE LOWCOUNTRY PREGNANCY CENTER 7481 NORTHSIDE DR SUITE C NORTH CHARLESTON SC 29420 8397 GRANTEE LUTHERAN SOCIAL SERVICES OF THE GREATER CHARLESTON AREA DBA TRICOUNTY FAMIL 3349 RIVERS AVENUE NORTH CHARLESTON SC 29405 138250 GRANTEE MARCH OF DIMES FOUNDATION 1275 MAMARONECK AVE WHITE PLAINS NY 10605 22789 GRANTEE RIDGEVILLE COMMUNITY RESOURCE CENTER PO BOX 214 RIDGEVILLE SC 29472 25000 GRANTEE MEALS ON WHEELS OF SUMMERVILLE INC PO BOX 592 SUMMERVILLE SC 29484 5444 GRANTEE MEDICAL RESEARCH CHARITIES 125 WASHINGTON ST STE 201 SALEM MA 01970 8016 GRANTEE MEDICAL UNIVERSITY OF SOUTH CAROLINA FOUNDATION 18 BEE ST MSC 450 CHARLESTON SC 29425 25609 GRANTEE METANOIA COMMUNITY DEVELOPMENT CORP 2005 REYNOLDS AVENUE NORTH CHARLESTON SC 29405 137942 GRANTEE MILITARY FAMILY & VETERANS SERVICE ORGANIZATIONS OF AMERICA 1100 LARKSPUR LANDING CIRCLE SUITE 340 LARKSPUR CA 94939 30311 GRANTEE MILITARY SUPPORT GROUPS OF AMERICA 1100 LARKSPUR LANDING CIRCLE SUITE 340 LARKSPUR CA 94939 12065 GRANTEE READING PARTNERS 180 GRAND AVENUE SUITE 800 OAKLAND CA 94612 63651 GRANTEE POINT NORTH CHURCH 110 BILO DRIVE SUITE C MONCKS CORNER SC 29461 25000 GRANTEE MY SISTER'S HOUSE INC PO BOX 71171 NORTH CHARLESTON SC 294151171 19544 GRANTEE ONE-EIGHTY PLACE PO BOX 20038 CHARLESTON SC 294130038 182328 GRANTEE OUR LADY OF MERCY COMMUNITY OUTREACH SERVICES INC PO BOX 607 JOHNS ISLAND SC 29457 38007 GRANTEE PALMETTO COMMUNITY ACTION PARTNERSHIP PO DRAWER 20968 CHARLESTON SC 294130038 10000 GRANTEE PALMETTO PROJECT INC 6296 RIVERS AVE SUITE 100 NORTH CHARLESTON SC 29406 10210 GRANTEE PALMETTO WARRIOR CONNECTION 2150 EAGLE DR BUILDING 100 NORTH CHARLESTON CA 29406 17138 GRANTEE PROVIDENCE BAPTIST CHURCH 294 SEVEN FARMS DR CHARLESTON SC 29492 5610 GRANTEE RONALD MCDONALD HOUSE CHARITIES OF CHARLESTON SOUTH CAROLINA 81 GADSDEN STREET CHARLESTON SC 29401 10607 GRANTEE ROPER ST FRANCIS FOUNDATION 125 DOUGHTY ST SUITE 790 CHARLESTON SC 29403 76090 GRANTEE SC THRIVE 107 SALUDA POINTE DR LEXINGTON SC 29072 50000 GRANTEE SEACOAST CHRISTIAN COMMUNITY CHURCH INC 750 LONG POINT ROAD MOUNT PLEASANT SC 294648217 42925 GRANTEE SOUTH SANTEE SENIOR AND COMMUNITY CENTER 710 SOUTH SANTEE ROAD MCCLELLANVILLE SC 29458 15000 GRANTEE SPOLETO FESTIVAL USA 14 GEORGE ST CHARLESTON SC 294011524 11067 GRANTEE TWO RIVERS PRESBYTERIAN CHURCH 1082 EAST MONTAGUE AVENUE NORTH CHARLESTON SC 29405 8860 GRANTEE ST JAMES SOUTH SANTEE SENIOR COMMUNITY CENTER 710 SOUTH SANTEE ROAD MCCLELLANVILLE SC 29458 9720 GRANTEE SUMMERVILLE FAMILY YMCA 140 SOUTH CEDAR STREET SUMMERVILLE SC 29483 6081 GRANTEE TEMPLE BAPTIST CHURCH OF SPARTANBURG 215 FIELDCREST LN SPARTANBURG SC 29301 8500 GRANTEE TRIDENT TECHNICAL COLLEGE FOUNDATION 5416-B RIVERS AVENUE NORTH CHARLESTON SC 29406 8106 GRANTEE TRI-COUNTY CRADLE TO CAREER COLLABORATIVE 6296 RIVERS AVENUE NORTH CHARLESTON SC 29406 8671 GRANTEE TRI-COUNTY FAMILY MINISTRIES 3349 RIVERS AVE NORTH CHARLESTON SC 29406 73671 GRANTEE TRIDENT LITERACY ASSOCIATION INC 5416-B RIVERS AVENUE NORTH CHARLESTON SC 29406 10509 GRANTEE UNIQUE AND NOTEWORTY CHARITIES 1100 LARKSPUR LANDING CIRCLE SUITE 340 LARKSPUR CA 94939 5185 GRANTEE VETERANS ON DECK 131 RIVERLAND DR CHARLESTON SC 29414 9139 GRANTEE WATER MISSIONS INTERNATIONAL PO BOX 31258 CHARLESTON SC 29417 14995 GRANTEE WINDWOOD FAMILY SERVICES 4857 WINDWOOD FARM ROAD AWENDAW SC 294295951 47862 GRANTEE WINGS FOR KIDS INC 476 MEETING ST STE E CHARLESTON SC 294034841 122449 GRANTEE WOMEN CHILDREN & FAMILY SERVICE CHARITIES OF AMERICA 1100 LARKSPUR LANDING CIRCLE SUITE 340 LARKSPUR CA 94939 6865 GRANTEE WOUNDED WARRIOR PROJECT 4899 BELFORT RD STE 300 JACKSONVILLE FL 32256 32026 GRANTEE YOUTH EMPOWERMENT SERVICES INC 3790 ASHLEY PHOSPHATE ROAD NORTH CHARLESTON SC 294188560 9238 GRANTEE PART I, LINE 2: SOME FUNDS ARE DESIGNATED BY THE DONORS AND SOME FUNDS ARE MANAGED BY THE COMMUNITY INVESTMENT COMMITTEE MADE UP OF COMMUNITY LEADERS THAT SELECT GRANT RECIPIENTS BASED ON APPLICATIONS AND PROGRAM MONITORING. 1 X X X X X 0 0 0 0 0 0 0 0 0 CHRISTOPHER KERRIGAN PRESIDENT & CEO 178600 0 27058 0 9710 0 55389 0 24745 0 295502 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. ED ROSE AND CHRISTIAN MACIVER WERE BOTH EMPLOYED WITH INGEVITY. PATRICK CAWLEY AND THAD BELL ARE BOTH EMPLOYED WITH MUSC. 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. 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. THESE ARE RETAINED ON FILE FOR ONE YEAR. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS EXECUTIVE COMMITTEE REVIEWED THE CEO COMPENSATION AGAINST AN INDEPENDENT CONSULTANT ANALYSIS IN 2016. THE EXECUTIVE COMMITTEE APPROVES ALL CEO COMPENSATION. 15B: FINANCE COMMITTEE REVIEWS STAFF COMPENSATION ANALYSIS, INCLUDING KEY STAFF IN 2016. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S LATEST AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE ON ITS WEBSITE. GOVERNING DOCUMENTS, FORM 1023 AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE AT REQUEST FROM THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S LATEST AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE ON ITS WEBSITE. GOVERNING DOCUMENTS, FORM 1023 AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE AT REQUEST FROM THE ORGANIZATION.