2013-02-06T13:14:23-06:00 2012-06-30 042571780 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBORO MA 01581 990 2011-07-01 042104231 UNITED WAY OF TRI COUNTY INC UNIT 5088723291 46 PARK STREET FRAMINGHAM MA 01702 PAUL MINA 5088723291 2013-01-22 1 MATTHEW TROIANO CPA P01263939 5083669100 2013-01-22 2011 2016-02-25 16:41:14Z PAUL MINA 46 PARK STREET FRAMINGHAM MA 01702 8333524 0 X UWOTC.ORG X 1957 MA THE UNITED WAY OF TRI-COUNTY IS A COMMUNITY BUILDING ORGANIZATION THAT ASSESSES AND ADDRESSES DEMONSTRATED COMMUNITY NEED. WE DERIVE MOST OF OUR FINANCIAL RESOURCES FROM EMPLOYEE CAMPAIGNS CONDUCTED BY SUPPORTIVE COMPANIES THROUGHOUT THE REGION. ADDITIONAL FUNDS ARE RAISED THROUGH INDIVIDUAL AND CORPORATE GIVING. 19 19 53 2385 0 0 5641171 6127157 1315567 1233356 6926 6072 12705 -1491 6976369 7365094 2184820 2567736 0 0 2049715 2222177 0 0 678434 2210802 2717614 6445337 7507527 531032 -142433 4412031 4464389 487238 542748 3924793 3921641 X TO INCREASE THE ORGANIZED CAPACITY OF PEOPLE TO CARE FOR ONE ANOTHER BY RAISING FUNDS, CONNECTING VOLUNTEERS, STRENGTHENING AGENCIES AND TEACHING SOCIAL RESPONSIBILITIES. 1 0 3870612 2567736 32653 THE UNITED WAY OF TRI-COUNTY IS A COMMUNITY BUILDING ORGANIZATION THAT INVESTS OUR DONORS' CONTRIBUTIONS IN PROGRAMS AND SERVICES THAT HAVE A PROVEN TRACK RECORD OF SUCCESS. OUR PRIMARY GOAL IS TO IMPROVE THE QUALITY OF LIFE FOR INDIVIDUALS AND FAMILIES BY PROVIDING THEM THE OPPORTUNITIES THEY NEED TO BECOME PRODUCTIVE, SELF-SUFFICIENT MEMBERS OF THE COMMUNITY. WE FUND 15 COMMUNITY PARTNER AGENCIES THAT PROVIDE 17 CRITICAL PROGRAMS FOR CHILDREN, FAMILIES AND SINGLE ADULTS. WE ARE A VOLUNTEER DRIVEN ORGANIZATION THAT ENGAGES THE HELP OF HUNDREDS OF VOLUNTEERS EACH YEAR.THE UNITED WAY OF TRI-COUNTY PROVIDES SERVICES TO THOUSANDS OF OUR NEIGHBORS AND FRIENDS IN 34 COMMUNITIES THROUGHOUT NORFOLK, MIDDLESEX, AND WORCESTER COUNTIES. 1005875 1116338 WE PROVIDE DIRECT SERVICES TO THE CITIZENS OF THE COMMONWEALTH THROUGH OUR MASS 2-1-1 INFORMATION AND REFERRAL HOT-LINE, THE NON-EMERGENCY ALTERNATIVE TO 9-1-1 VOLUNTARY ACTION CENTER, WHERE WE MATCH THOSE WHO WISH TO VOLUNTEER WITH THOSE WHO NEED VOLUNTEER ASSISTANCE. 1010115 117018 WE HAVE A PRODUCT PHILANTHROPY PROGRAM, WHERE WE TAKE SURPLUS NEW AND USED COMPUTERS, FURNITURE AND GOODS FROM DONOR COMPANIES AND DISTRIBUTE THEM TO WORTHY NON-PROFIT ORGANIZATIONS. 597653 FOOD SECURITY: IT IS OUR MISSION TO PROVIDE HUNGER RELIEF, IMPROVE THE QUALITY OF LIFE, AND CONNECT FAMILIES AND NEIGHBORS IN NEED TO ESSENTIAL SERVICES IN OUR COMMUNITY. OUR GOAL IS TO REDUCE LEVELS OF FOOD INSECURITY, WHILE STRENGTHENING THE CONNECTIONS BETWEEN PEOPLE AND AVAILABLE RESOURCES. WITH FOOD PANTRY LOCATIONS IN FRAMINGHAM AND MARLBOROUGH, MASSACHUSETTS, THE UNITED WAY OF TRI-COUNTY'S FOOD SECURITY INITIATIVE WILL HELP TO PROVIDE REGULAR ACCESS TO NON-EMERGENCY SOURCES OF NUTRITIONALLY ADEQUATE FOODS. 597653 6484255 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 12 0 1 53 1 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X BRENDA LENOX 5088723291 46 PARK STREET FRAMINGHAM MA 01702 ROBERT LAMPREY 0.30 X X 0 0 0 TIMOTHY FAHEY 0.30 X X 0 0 0 GERALD GAW 0.30 X X 0 0 0 DR SUSANNE CONLEY 0.30 X X 0 0 0 KEN FERGUSON 0.20 X 0 0 0 FRANK SABA 0.20 X 0 0 0 REV DR J ANTHONY LLOYD 0.30 X X 0 0 0 BETHANY DUMAS 0.30 X X 0 0 0 MICHAEL TENAGLIA 0.30 X X 0 0 0 JACK CAULFIELD 0.30 X X 0 0 0 JOHN GAGNE 0.20 X 0 0 0 AMY KATSIS 0.20 X 0 0 0 MICHAEL KILLILEA 0.20 X 0 0 0 DAVID LAURELLO 0.20 X 0 0 0 GERARD T LEONE JR 0.20 X 0 0 0 MARK O'CONNELL 0.30 X 0 0 0 DR ANTHONY POPE 0.30 X 0 0 0 JOHN STRICKLAND 0.20 X 0 0 0 ARIEL SULLIVAN 0.20 X 0 0 0 PAUL MINA 40.00 X 224425 0 49875 BRENDA LENOX 40.00 X 96866 0 25966 321291 0 75841 4 0 1 0 0 467320 11624 5732 5642481 966183 6127157 MANAGEMENT FEES 900099 1116338 1116338 PORTAGE FEES 900099 117018 117018 1233356 15598 15598 815304 35093 829080 30843 -13776 4250 -9526 4250 -13776 78613 5732 108507 -29894 -29894 MISCELLANEOUS 900099 28403 28403 28403 7365094 1266009 0 -28072 2567736 2567736 421819 212088 95912 113819 1410361 1115881 30742 263738 78261 58641 1645 17975 139883 84634 5060 50189 171853 122664 19567 29622 3500 1403 2097 47065 18864 28201 4959 4959 8169 3274 4895 27347 26265 1082 220929 161922 39086 19921 131372 110070 6183 15119 325155 258759 14345 52051 34028 23611 1381 9036 27694 13675 11840 2179 15872 13704 958 1210 45956 45956 75646 53658 21988 19111 10958 7427 726 PRODUCT PHILANTHROPY 645391 645391 PROVISION FOR UNCOLLECT 620564 620564 FOOD 230315 230315 HOLIDAY GIVING PROGRAM 117651 117651 116890 12527 1514 102849 7507527 6484255 344838 678434 106811 118446 518383 365073 1802054 1587613 158369 297581 1007002 990008 1845 5838 979985 533990 136212 445995 664884 637364 16471 16471 4412031 4464389 121707 162186 122785 48393 34680 46009 208066 221049 0 65111 487238 542748 X 3604134 3497736 205321 308567 115338 115338 3924793 3921641 4412031 4464389 X -142433 139281 X X 0 1 1 X 0 X 5212847 5327017 4497096 5641171 6127157 26805288 112230 224442 1209722 1315567 1233356 4095317 5325077 5551459 5706818 6956738 7360513 30900605 0 0 0 30900605 74344 26493 7877 13092 15598 137404 74344 26493 7877 13092 15598 137404 15790 19471 66052 21139 28403 150855 5415211 5597423 5780747 6990969 7404514 31188864 0.99080 0.98860 0.00440 0.00650 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 136297 -7986 6932 121379 122250 21830 7783 136297 115338 13893 6981 122250 115338 115338 1.00000 0 0 308446 64907 243539 477346 403356 73990 194193 65727 128466 445995 CAPITAL LEASE OBLIGATION 65111 65111 7365094 7507527 -142433 172126 -32845 139281 -3152 7663774 -32845 336484 303639 7360135 4959 4959 7365094 7666926 164358 164358 7502568 4959 4959 7507527 PART IV, LINE 2B: THE ORGANIZATION ACTS AS A FISCAL AGENT FOR THREE LOCAL ASSOCIATIONS. AS THE ASSOCIATIONS' FISCAL AGENT, THE ORGANIZATION RECEIVES AND DISBURSES FUNDS ON BEHALF OF THE ASSOCIATIONS. SINCE THE REVENUES AND EXPENSES ASSOCIATED WITH THESE ASSOCIATIONS ARE NOT PART OF THE ORGANIZATION'S OPERATIONS, THEY ARE EXCLUDED FROM REVENUES AND EXPENSES. PART XI, LINE 8 - OTHER ADJUSTMENTS: UNREALIZED LOSS ON INVESTMENTS CARRIED AT MARKET VALUE -32,845. PART X, LINE 2: THE ORGANIZATION FOLLOWS THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES STANDARD WHICH REQUIRES THE ORGANIZATION TO REPORT UNCERTAIN TAX POSITIONS, RELATED INTEREST AND PENALTIES, AND TO ADJUST ITS ASSETS AND LIABILITIES RELATED TO UNRECOGNIZED TAX BENEFITS AND ACCRUED INTEREST AND PENALTIES ACCORDINGLY. AS OF JUNE 30, 2012, THE ORGANIZATION DETERMINED THAT THERE ARE NO MATERIAL UNRECOGNIZED TAX BENEFITS TO REPORT. INFORMATION RETURNS FILED FOR THE PRIOR THREE YEARS REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND MASSACHUSETTS. THE ORGANIZATION DOES NOT EXPECT THAT THE AMOUNTS OF UNRECOGNIZED TAX BENEFITS WILL CHANGE SIGNIFICANTLY WITHIN THE NEXT TWELVE MONTHS. ANNUAL MEETING 7625 3889 3736 11380 23792 RUBY SLIPPERS 12839 153 12686 2014 9146 6 63881 1690 62191 61566 609 84345 5732 78613 74960 33547 108507 -29894 1 UNITED WAY GRTR ATTLEBORO-TAUNTON 247 MAPLE STREET ATTLEBORO MA 02703 042104020 5014 GENERAL OPERATIONS ALGEBRA PROJECT INC 99 BISHOP RICHARD ALLEN DRIVE CAMBRIDGE MA 02139 223137788 5028 GENERAL OPERATIONS TULSA AREA UNITED WAY PO BOX 1859 TULSA OK 741011859 730580283 5031 GENERAL OPERATIONS UNITED WAY SILICON VALLEY 1400 PARKMOOR AVE SUITE 25 SAN JOSE CA 95126 941450153 5069 GENERAL OPERATIONS UNITED WAY GTR RICHMOND&PETERSBURG PO BOX 11807 RICHMOND VA 23230 237375346 5126 GENERAL OPERATIONS HEART OF FLORIDA UNITED WAY 1940 TRAYLOR BLVD ORLANDO FL 32804 590808854 5188 GENERAL OPERATIONS UNITED WAY OF GREATER NASHUA 20 BROAD STREET NASHUA NH 03064 026015642 5223 GENERAL OPERATIONS UNITED WAY SAN ANTONIO & BEXAR CTY PO BOX 898 SAN ANTONIO TX 78293 741272381 5251 GENERAL OPERATIONS HEIFER PROJECT INTERNATIONAL 1015 LOUISANA STREET LITTLE ROCK AK 72202 351019477 5280 GENERAL OPERATIONS UNITED WAY OF GREATER KANSAS CITY 1080 WASHINGTON STREET KANSAS CITY MO 64105 440545812 5420 GENERAL OPERATIONS UNITED WAY OF CENTRAL MARYLAND INC PO BOX 64282 BALTIMORE MD 642644282 520591543 5440 GENERAL OPERATIONS CHINESE BIBLE CHURCH OF GREATER BOSTON 149 OLD SPRING STREET LEXINGTON MA 02173 042582019 5550 GENERAL OPERATIONS UNITED WAY OF TAMPA BAY INC 5201 W KENNEDY BLVD STE 600 TAMPA FL 33609 593725701 5584 GENERAL OPERATIONS UNITED WAY OF BROWARD COUNTY ANSIN BLDG 1300 SOUTH ANDREWS AVE FORT LAUDERDALE FL 33316 590624402 5627 GENERAL OPERATIONS UNITED WAY OF WYOMING VALLEY 8 WEST MARKET STREET STE 450 WILKES BARRE PA 18711 240831490 5657 GENERAL OPERATIONS UNITED WAY COLUMBIA-WILLAMETTE 618 SW 11TH AVE STE 300 PORTLAND OR 97205 930582124 5700 GENERAL OPERATIONS UNITED WAY METROPOLITAN TARRANT CTY 1500 N MAIN STREET STE 200 FORT WORTH TX 76164 750858360 5793 GENERAL OPERATIONS UNITED WAY OF NEW YORK CITY 2 PARK AVE NEW YORK NY 10016 132617681 5944 GENERAL OPERATIONS UNITED WAY OF LONG ISLAND 819 GRAND BLVD DEER PARK NY 11729 116042392 5994 GENERAL OPERATIONS UNITED WAY OF GRTR ROCHESTER INC 75 COLLEGE AVE ROCHESTER NY 14607 161015782 6193 GENERAL OPERATIONS UNITED WAY GRTR PLYMOUTH COUNTY 928 WEST CHESNUT STREET BROCKTON MA 02301 042103940 6368 GENERAL OPERATIONS UNITED WAY OF RHODE ISLAND 50 VALLEY STREET PROVIDENCE RI 02909 050276059 6868 GENERAL OPERATIONS UNITED WAY OF SOUTH HAMPTON ROADS PO 40169 NORFOLK VA 23541 540506322 6930 GENERAL OPERATIONS GRANITE UNITED WAY 22 CONCORD STREET SUITE 2 MANCHESTER NH 031011817 026006033 7051 GENERAL OPERATIONS UNITED WAY GREATER ST LOUIS INC 910 NORTH 11TH STREET SAINT LOUIS MO 63101 430714167 7625 GENERAL OPERATIONS UNITED WAY OF GREATER CINCINNATI 2400 READING ROAD CINCINNATI OH 45202 310537502 8445 GENERAL OPERATIONS UNITED WAY OF MIAMI-DADE ANSIN BLDG 3250 SW THIRD AVENUE MIAMI FL 33129 590830840 8579 GENERAL OPERATIONS UNITED WAY OF GREATER HOUSTON PO BOX 3247 HOUSTON TX 77253 741167964 9839 GENERAL OPERATIONS HOLY TRINITY ORTHODOX CATHEDRAL - MA 165 PARK DRIVE BOSTON MA 02215 046053825 10008 GENERAL OPERATIONS INNER-CITY SCHOLARSHIP FUND (ICSF) 260 FRANKLIN STREET SUITE 630 BOSTON MA 02110 222485502 10100 GENERAL OPERATIONS UNITED WAY METROPOLITAN DALLAS INC 1800 NORTH LAMAR STREET DALLAS TX 75202 756005352 10267 GENERAL OPERATIONS AMERICAN HEART ASSOC-TX 7272 GREENVILLE DALLAS TX 75231 135613797 10324 GENERAL OPERATIONS VALLEY OF THE SUN UNITED WAY PO BOX 10748 PHOENIX AZ 10748 861002212 10732 GENERAL OPERATIONS UNITED WAY OF CENTAL MASS 484 MAIN STREET WORCESTER MA 01608 042104017 11203 GENERAL OPERATIONS ORANGE COUNTY UNITED WAY FILE 51041 LOS ANGELES CA 900741041 330047994 11470 GENERAL OPERATIONS UNITED WAY OF THE GREATER TRIANGLE 2400 PERIMETER PARK DRIVE STE 150 MORRISVILLE NC 27560 561949103 11962 GENERAL OPERATIONS GRACE BAPTIST CHURCH - MA 353 RIVER ROAD HUDSON MA 01749 043078683 12062 GENERAL OPERATIONS UNITED WAY OF CENTRAL AND NE CT 30 LAUREL STREET HARTFORD CT 06106 060646653 12207 GENERAL OPERATIONS GREATER TWIN CITIES UNITED WAY PO BOX 55402 MINNEAPOLIS MN 55402 411973442 12350 GENERAL OPERATIONS UNITED WAY CNTRL CAROLINAS INC PO BOX 601942 CHARLOTTE NC 282601942 560529948 12413 GENERAL OPERATIONS UNITED WAY OF SOUTHERN NEVADA 8290 ARVILLE STREET LAS VEGAS NV 89119 880071328 13172 GENERAL OPERATIONS AMERICAN RED CROSS CENTRAL MASS 2000 CENTURY DRIVE WORCESTER MA 016061256 530196605 13281 GENERAL OPERATIONS UNITED WAY OF THE BAY AREA 221 MAIN STREET STE 300 SAN FRANCISCO CA 94105 941312348 13848 GENERAL OPERATIONS KNOX TRAIL COUNCIL-BOY SCOUTS OF AMERICA 490 UNION AVENUE FRAMIGHAM MA 01702 043308728 14169 GENERAL OPERATIONS UNITED WAY OF SOUTHEASTERN PA 7 BENJAMIN FRANKLIN PARKWAY PHILADELPHIA PA 19103 231556045 15839 GENERAL OPERATIONS UNITED WAY SOUTHEASTERN MICHIGAN 660 WOODWARD AVE STE 300 DETROIT MI 48226 203099071 15844 GENERAL OPERATIONS MAP INTERNATIONAL 4700 GLYNCO PARKWAY BRUNSWICK GA 31525 362586390 19606 GENERAL OPERATIONS FONDOS UNIDOS DE PUERTO RICO PO BOX 191914 SAN JUAN PR 009191914 660269222 19853 GENERAL OPERATIONS UNITED WAY OF GREATER LOS ANGELES 1150 S OLIVE STREET LOS ANGELES CA 90015 952274801 20260 GENERAL OPERATIONS UNITED WAY OF METROPOLITAN ATLANTA 100 EDGEWOOD AVE NE ATLANTA GA 30303 580566194 23533 GENERAL OPERATIONS UNITED WAY OF CENTRAL INDIANA PO BOX 88409 INDIANAPOLIS IN 46208 351007590 29249 GENERAL OPERATIONS NATIONAL DOMESTIC VIOLENCE HOTLINE PO BOX 161810 AUSTIN TX 78716 751658287 30917 GENERAL OPERATIONS UNITED WAY MA BAY&MERRIMACK VALLEY 51 SLEEER STREET BOSTON MA 02210 042382233 35371 GENERAL OPERATIONS UNITED WAY OF SW INDIANA INC PO BOX 18 EVANSVILLE IN 47701 351007590 37341 GENERAL OPERATIONS UNITED WAY OF PIONEER VALLEY 184 MILL STREET SPRINGFIELD MA 01108 042152680 38034 GENERAL OPERATIONS A PLACE TO TURN 99R HARTFORD STREET NATICK MA 01760 042790777 19060 GENERAL OPERATIONS AMERICAN RED CROSS CM THE REMILLARD BUILDING WORCESTER MA 016061256 530196605 8617 GENERAL OPERATIONS BAYPATH ELDER SERVICES 33 BOSTON POST ROAD MARLBOROUGH MA 01752 042608708 14342 GENERAL OPERATIONS BOYS & GIRLS CLUB ASSABET VLLY 212 GREAT ROAD MAYNARD MA 01754 237105393 23125 GENERAL OPERATIONS BOYS AND GIRLS CLUB MW 169 PLEASANT STREET MARLBOROUGH MA 01752 042387225 231250 GENERAL OPERATIONS CHAPS 78 MAIN STREET HUDSON MA 01749 042927795 9250 GENERAL OPERATIONS JEWISH FAMILY SERVICE 475 FRANKLIN ST SUITE 101 FRAMINGHAM MA 01752 042730898 40000 GENERAL OPERATIONS KNOX TRAIL BSA 490 UNION AVENUE FRAMINGHAM MA 01752 043308728 64750 GENERAL OPERATIONS MASS 211 INC 46 PARK STREET FRAMINGHAM MA 01702 043514643 25050 GENERAL OPERATIONS MILFORD YOUTH CENTER TOWN OF MILFORD 52 MAIN STREET MILFORD MA 01757 046001224 23125 GENERAL OPERATIONS SMOC 300 HOWARD STREET FRAMINGHAM MA 01702 042389659 177382 GENERAL OPERATIONS FRAMINGHAM SCHOOLS STRENGTHENING YOUTH ATTN MIKAELE NEVES 31 FLAGG DRIVE RMB46 FRAMINGHAM MA 01702 046001151 69750 GENERAL OPERATIONS WHEAT COMMUNITY SERVICE 500 MAIN STREET SUITE 22 CLINTON MA 01510 042759988 54211 GENERAL OPERATIONS WLC 46 PARK STREET FRAMINGHAM MA 01702 042104231 17300 GENERAL OPERATIONS YWCA CENTRAL MASS ONE SALEM SQUARE WORCESTER MA 01608 042105873 17000 GENERAL OPERATIONS 70 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: DESIGNATIONS - UNITED WAY OF TRI-COUNTY DOES NOT MONITOR THE USE OF DESIGNATIONS. THE ORGANIZATION HONORS A DONOR'S WISH TO GIVE THEIR MONEY TO A CERTAIN 501(C)(3) ORGANIZATION AND DOES NOT HAVE THE AUTHORITY TO FOLLOW UP. ALLOCATIONS - THESE ARE COMMUNITY CARE DOLLARS DISBURSED BASED ON A CITIZEN'S REVIEW PROCESS. THE PARTNER AGENCIES ARE TO FOLLOW A MEMORANDUM OF UNDERSTANDING TO USE THE FUNDS SPECIFIED. THEY ARE GIVING AN AWARD LETTER THAT OUTLINES HOW THE MONEY IS TO BE USED. UNITED WAY OF TRI COUNTY RESERVES THE RIGHT FOR SITE VISITS AND REQUESTS SUCCESS STORIES. THE UNITED WAY RESERVES THE RIGHT TO EXERCISE VARIANCE AUTHORITY OVER ALL GIFTS AND GRANTS. X X 0 0 0 0 0 0 0 0 0 PAUL MINA 224425 0 0 0 0 0 20521 0 29354 0 274300 0 0 0 SUPPLEMENTAL INFORMATION PART III FORM 990, PART VII, SECTION A, LINE 5 - PAUL MINA SERVES AS THE PRESIDENT AND CPO OF THE UNITED WAY OF TRI-COUNTY AND THE EXECUTIVE DIRECTOR OF MASS211. HIS COMBINED COMPENSATION IS $224,425 PLUS $49,875 IN OTHER BENEFITS. PAUL MINA MANAGEMENT SERVICES AGREEMENT BETWEEN UWTC AND MASS211, INC. 1116338 MASS211, INC. PAYS UWTC A MANAGEMENT FEE TO PROVIDE OPERATIONAL AND MANAGEMENT SERVICES. THE AMOUNT SHOWN IN SCHEDULE L, PART IV, COLUMN (C) OF $1,116,338 REPRESENTS THE TOTAL MANAGEMENT FEE PAID TO UWTC BY MASS211, INC. DURING THE FISCAL YEAR ENDED JUNE 30, 2012. AS PART OF THIS AGREEMENT, PAUL MINA SERVES AS THE EXECUTIVE DIRECTOR OF MASS211, INC. (IN ADDITION TO HIS POSITION AS PRESIDENT/CPO OF UWTC). HIS COMBINED SALARY AND BENEFIT AMOUNTS ARE REPORTED IN SCHEDULE J, PART III OF FORM 990. 0 TIMOTHY FAHEY IMMEDIATE PAST CHAIR AND SENIOR VICE PRESIDENT AT BANK UNITED WAY HOLDS 2 CERTIFICATES OF DEPOSIT AND A SAVINGS ACCOUNT (TO KEEP CD OPEN) AT BANK AS WELL AS A LINE OF CREDIT AND A CHECKING ACCOUNT. 0 ROBERT LAMPREY MEMBER AT LARGE AND PRESIDENT AT BANK UNITED WAY HOLDS A CHECKING ACCOUNT AT BANK. 0 MICHAEL TENAGLIA TREASURER AND SENIOR VICE PRESIDENT AT BANK UNITED WAY HOLDS A CERTIFICATE OF DEPOSIT AND SAVINGS ACCOUNT AT BANK. 0 X 1 203141 FAIR MARKET VALUE X OFFICE FURNITURE AND OTHER 26 645391 FAIR MARKET VALUE X TOYS 148 117651 FAIR MARKET VALUE 0 0 0 NEW PROGRAM SERVICES FORM 990, PART III, LINE 2 DURING 2012, THE ORGANIZATION EXPANDED ITS SERVICES TO INCLUDE A FOOD PANTRY PROGRAM. WITH FOOD PANTRY LOCATIONS IN FRAMINGHAM AND MARLBOROUGH, MASSACHUSETTS, THE UNITED WAY OF TRI-COUNTY'S FOOD SECURITY INITIATIVE WILL HELP TO PROVIDE REGULAR ACCESS TO NON-EMERGENCY SOURCES OF NUTRITIONALLY ADEQUATE FOODS. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 WAS PROVIDED TO THE ORGANIZATION'S FINANCE COMMITTEE AND BOARD OF DIRECTORS FOR APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS INCLUDED WITHIN THE EMPLOYEE HANDBOOK, WHICH IS SIGNED BY ALL EMPLOYEES WHEN THEY ARE HIRED. THE ORGANIZATION MONITORS AND ENSURES IT IS IN COMPLIANCE AS SITUATIONS ARISE. ALL BOARD MEMBERS SIGN A RELATED PARTY QUESTIONNAIRE ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE DETERMINES THE COMPENSATION. THE PRESIDENT HAS BEEN ON A CONTRACT FOR THE PAST FIVE YEARS AND WILL CONTINUE FOR ANOTHER TWO AT NO INCREASE AS APPROVED. HE WAS GIVEN A VERBAL REVIEW. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: DONATED SERVICES AND USE OF FACILITIES: 172,126. UNREALIZED LOSS ON INVESTMENTS CARRIED AT MARKET VALUE -32,845. TOTAL TO FORM 990, PART XI, LINE 5: 139,281. OVERSIGHT OF AUDIT FORM 990, PART XII, LINE 2C THE ORGANIZATION'S OVERSIGHT PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.