2012-03-05T08:18:08-06:00 2011-06-30 BAKER NEWMAN & NOYES PO BOX 507 PORTLAND ME 04112 990 2010-07-01 010241767 UNITED WAY INC UNIT 2078741000 ONE CANAL PLAZA NO 300 PORTLAND ME 04101 SUZANNE MCCORMICK 2078741000 2012-03-05 E DREW CHENEY 2078792100 2012-03-05 2010 2016-02-24 21:20:13Z UNITED WAY OF GREATER PORTLAND SUZANNE MCCORMICK ONE CANAL PLAZA NO 300 PORTLAND ME 04101 11970638 0 X WWW.LIVEUNITEDPORTLAND.ORG X 1929 ME IMPROVING LIVES BY FOCUSING ON THE BUILDING BLOCKS OF A STRONG COMMUNITY: EDUC., INCOME & HEALTH 25 25 39 200 0 0 9485673 8832517 307273 355586 174877 484954 56568 79410 10024391 9752467 6289778 6337697 0 0 1917099 1722013 0 0 704667 1083230 1245816 9290107 9305526 734284 446941 15717219 17446571 2495230 2961293 13221989 14485278 X UNITED WAY OF GREATER PORTLAND IMPROVES PEOPLE'S LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITIES. WE WORK TO ACHIEVE COMMUNITY-WIDE CHANGE THAT IMPROVES THE EDUCATION, INCOME AND HEALTH OF GREATER PORTLAND RESIDENTS. TO THESE ENDS, WE -EDUCATE THE COMMUNITY AND RAISE RESOURCES TO ADDRESS THE MOST PRESSING HUMAN CARE NEEDS -PROVIDE FUNDING, TECHNICAL ASSISTANCE, VOLUNTEER RESOURCES, AND A WIDE RANGE OF SUPPORT TO STRENGTHEN THE CAPACITY OF OUR NONPROFIT PARTNERS TO ADDRESS COMMUNITY NEEDS -CONVENE AND WORK SIDE BY SIDE WITH INDIVIDUALS, NONPROFITS, GOVERNMENT, BUSINESSES, AND OTHER COMMUNITY PARTNERS. -CREATE, FUND AND REPLICATE INITIATIVES THAT IMPROVE THE QUALITY OF LIFE FOR INDIVIDUALS AND FAMILIES -WORK WITH POLICY MAKERS AND ADVOCATES ON IMPORTANT ISSUES AROUND EDUCATION, INCOME AND HEALTH 0 0 2105727 1542478 0 HEALTH: IMPROVING PEOPLE'S PHYSICAL AND MENTAL WELL-BEING IS ONE OF THE BUILDING BLOCKS OF A THRIVING COMMUNITY; HOWEVER, NUMEROUS OBSTACLES STAND IN THE WAY OF GOOD HEALTH FOR MANY RESIDENTS OF GREATER PORTLAND. UNITED WAY FUNDS 42 PROGRAMS AT 20 PARTNER AGENCIES THAT FOCUS ON HEALTH, HELPING US ADVANCE OUR HEALTH GOALS IN THE COMMUNITY. FROM ADDRESSING SUBSTANCE ABUSE TO FUNDING VISION REHABILITATION PROGRAMS AND OUTPATIENT MENTAL HEALTH CLINICAL SERVICES, UNITED WAY WORKS TIRELESSLY TO IMPROVE LIFE FOR THOUSANDS OF FRIENDS, NEIGHBORS AND CO-WORKERS IN GREATER PORTLAND.IN ADDITION, UNITED WAY IN COLLABORATION WITH SEVERAL COMMUNITY PARTNERS HAS DEVELOPED THE LET'S GO! PROGRAM, A COMMUNITY-BASED INITIATIVE THAT PROMOTES HEALTHY LIFESTYLES FOR CHILDREN, YOUTH AND FAMILIES IN 12 GREATER PORTLAND COMMUNITIES. THE GOAL IS TO INCREASE PHYSICAL ACTIVITY AND HEALTHY EATING, TURNING THE TREND ON YOUTH OBESITY. WE ACCOMPLISH OUR GOALS WITH THE 5-2-1-0 MESSAGE: EAT AT LEAST 5 FRUITS AND VEGETABLES A DAY; LIMIT RECREATIONAL TV OR COMPUTER USE TO 2 HOURS OR LESS; GET 1 HOUR OR MORE OF PHYSICAL ACTIVITY EVERY DAY; AND DRINK 0 SUGAR-SWEETENED BEVERAGES AND CHOOSE LOW FAT MILK OR WATER INSTEAD OF SODA.AS OF JUNE 2011, LET'S GO! HAD ENGAGED 56 SCHOOLS EDUCATING MORE THAN 24,726 STUDENTS; 31 CHILD CARE SITES IMPACTING 1,367 CHILDREN; 14 AFTER SCHOOL PROGRAMS (8 SITES) SUPPORTING 1,112 YOUTH; SCHOOL NUTRITION PROGRAMS IN 8 OUT OF THE 11 DISTRICTS; AND 21 ACTIVE HEALTHCARE SITES IN GREATER PORTLAND. DISSEMINATION STATEWIDE IS AN IMPORTANT PROJECT GOAL AND LET'S GO! IS ALREADY BEING IMPLEMENTED BY LOCAL COALITIONS IN COMMUNITIES THROUGHOUT MAINE.2010 SCHOOL DATA SHOWS CONTINUED SUCCESS IN THE IMPORTANT AREA OF ENVIRONMENTAL AND POLICY CHANGE, BOTH IN TERMS OF CHANGE AND SUSTAINABILITY: CHANGE. 44% OF ELEMENTARY SCHOOLS INCREASED BY AT LEAST 1 THE NUMBER OF 10 LET'S GO! RECOMMENDED ENVIRONMENTAL AND POLICY STRATEGIES BEING IMPLEMENTED BETWEEN THE 08-09 SCHOOL YEAR AND THE 09-10 SCHOOL YEAR SUSTAINABILITY. 96% OF ELEMENTARY SCHOOLS THAT IMPLEMENTED AT LEAST 2 STRATEGIES IN 08-09 CONTINUED TO IMPLEMENT THOSE SAME STRATEGIES THROUGH THE 09-10 SCHOOL YEAR 1440215 1417047 EDUCATION: EDUCATION IS THE CORNERSTONE OF INDIVIDUAL AND COMMUNITY SUCCESS. IT IS ESSENTIAL TO GETTING AND KEEPING A JOB WITH A LIVABLE WAGE AND HEALTH BENEFITS. IT IS ALSO FUNDAMENTAL TO A COMMUNITY'S ECONOMIC PROSPERITY: A WELL-EDUCATED WORKFORCE ATTRACTS WORLD-CLASS JOBS. UNITED WAY FUNDS 29 PROGRAMS AT 8 PARTNER AGENCIES THAT FOCUS ON EDUCATION, HELPING US ADVANCE OUR EDUCATION GOALS IN THE COMMUNITY. FROM ADDRESSING YOUTH SELF-ESTEEM TO FUNDING ACCREDITED CHILD CARE CENTERS, UNITED WAY IS HELPING CHILDREN, YOUTH AND FAMILIES REACH THEIR POTENTIAL.JUST AS THE STRENGTH OF THE FOUNDATION DETERMINES THE STABILITY OF THE HOME, ALL FUTURE LEARNING, BEHAVIOR AND HEALTH IS BASED ON ONE'S EARLY EXPERIENCES. OUR VISION IS THAT YOUNG PEOPLE WILL GROW UP HEALTHY AND READY FOR THE FUTURE; THAT THEY ARE PREPARED FOR KINDERGARTEN; THAT TEENAGERS BUILD SELF-ESTEEM AND HAVE SAFE PLACES TO GO AFTER SCHOOL; AND THAT PARENTS AND GUARDIANS HAVE SUPPORT AND EDUCATION ABOUT CHILD DEVELOPMENT. OUR WESTBROOK CHILDREN'S PROJECT IS AN EXAMPLE OF HOW WE ARE WORKING TO FULFILL OUR VISION. FOCUSING INITIALLY ON CHILDREN K - 2, TWO OF THE GOALS OF THE PROJECT ARE TO REDUCE ABSENTEEISM AND DECREASE OUT OF CLASSROOM REFERRALS, TWO BUILDING BLOCKS TO ACADEMIC SUCCESS. IN ITS SECOND YEAR (SCHOOL YEAR 09/10), THE PROJECT SAW SUCCESS IN BOTH AREAS: STUDENT ABSENTEEISM DECREASED BY 51% AND 55% (TWO SCHOOLS) (NUMBER OF STUDENTS WHO WERE ABSENT 8 OR MORE TIMES) AND OUT OF CLASSROOM REFERRALS FOR BEHAVIORAL ISSUES DECREASED BY 19% (ONE SCHOOL). SCHOOL YEAR 10/11 DATA HAS NOT YET BEEN REPORTED. ADDITIONAL WORK INCLUDES: HELPING CREATE AND LAUNCH WESTBROOK'S NEW SUMMER LUNCH PROGRAM IN PARTNERSHIP WITH MANY ORGANIZATIONS. IN ITS FIRST YEAR, THE PROGRAM SERVED 5,200 LUNCHES ON WEEKDAYS FROM JUNE 21 TO AUGUST 20, 2010. PROGRAMMING TO HELP CHILDREN AND THEIR FAMILIES IS PRESENTED AT THE LUNCHES.FORMING THE WESTBROOK CHILDREN'S CABINET IN FALL 2009, CONSISTING OF COMMUNITY LEADERS INCLUDING THE MAYOR, BUSINESS LEADERS, A PEDIATRICIAN, THE SUPERINTENDENT OF SCHOOLS, SCHOOL COMMITTEE MEMBERS, THE CITY COUNCIL CHAIR, THE POLICE CHIEF, AND PARENTS. THE CABINET COMPLETED A COMMUNITY ASSESSMENT, INCLUDING PRIMARY AND SECONDARY DATA, AND HAS ADOPTED THE COMMUNITIES THAT CARE MODEL FOR IMPLEMENTATION IN WESTBROOK, A RESEARCH-BASED PREVENTION MODEL THAT HAS BEEN USED EFFECTIVELY ELSEWHERE TO REDUCE RISKY BEHAVIORS BY CHILDREN AND YOUTH AND INCREASE SCHOOL ENGAGEMENT. THE CABINET HAS CONDUCTED FUNDRAISING, HIRED STAFF AND THIS FALL WILL IMPLEMENT THE MODEL. 1006884 934986 INCOME: MANY PEOPLE IN GREATER PORTLAND DO NOT HAVE A STABLE INCOME THAT ALLOWS THEM TO PROVIDE THE BASICS - FOOD, RENT AND UTILITIES. UNITED WAY HAS ALWAYS TAKEN A STRATEGIC APPROACH TO ADDRESSING CRITICAL ISSUES AND FINANCIAL STABILITY IS NO EXCEPTION. FINANCIAL STABILITY COMES FROM PROVIDING FAMILIES WITH THE RESOURCES AND OPPORTUNITIES THEY NEED TO MEET THEIR BASIC NEEDS. UNITED WAY FUNDS 18 PROGRAMS AT 10 PARTNER AGENCIES THAT FOCUS ON INCOME AND SECURING THE BASICS, HELPING US ADVANCE OUR FINANCIAL STABILITY GOALS IN THE COMMUNITY. FROM ADDRESSING THE NEEDS OF REFUGEES AND IMMIGRANTS TO TRANSPORTATION AND LEGAL SERVICES PROGRAMS, UNITED WAY IS LINKING COMMUNITY MEMBERS TO TOOLS THAT WILL HELP THEM GET ON, OR CONTINUE DOWN, THE PATH TO FINANCIAL STABILITY.ANOTHER UNITED WAY INITIATIVE, CA$H (CREATING ASSETS, SAVINGS AND HOPE) GREATER PORTLAND IS A PARTNERSHIP OF COMMUNITY LEADERS AND INDUSTRY EXPERTS ENCOURAGING FAMILIES AND INDIVIDUALS IN CUMBERLAND COUNTY TO INCREASE INCOME, REDUCE DEBT, SAVE FOR THE FUTURE AND ACHIEVE FINANCIAL STABILITY. CA$H GREATER PORTLAND IS A YEAR-ROUND RESOURCE FOR THE COMMUNITY, OFFERING FREE INCOME TAX PREPARATION TO QUALIFIED FILERS DURING TAX SEASON, HELPING EMPLOYERS BRING FINANCIAL EDUCATION TOOLS TO THEIR EMPLOYEES, AND EDUCATING HARD-WORKING RESIDENTS ABOUT HOW THEY CAN MAKE THE MOST OF THEIR MONEY. CA$H CONNECTS THE COMMUNITY TO LOCAL PROGRAMS AND SERVICES, AND UTILIZES ITS WEBSITE, WWW.CASHGP.ORG, AS A FINANCIAL EDUCATION CLEARINGHOUSE. IN 2011, CA$H FREE TAX SITES RETURNED $1,500,563 IN FEDERAL AND STATE INCOME TAX REFUNDS TO THE COMMUNITY, INCREASING INDIVIDUAL REFUNDS BY 17%, AND APPLIED FOR $427,363 IN EARNED INCOME TAX CREDITS, AN INCREASE OF 21% PER HOUSEHOLD OVER 2010. 3639998 2465466 47573 SUMMER CHAMPS: A SUMMER CAMP EXPERIENCE IS ONE NO CHILD IS LIKELY TO FORGET BECAUSE GOING TO CAMP PROVIDES ADVENTURE AND THE OPPORTUNITY TO LEARN NEW SKILLS, BUILDS SELF-CONFIDENCE AND INDEPENDENCE, AND CREATES OPPORTUNITIES TO MAKE NEW FRIENDS. UNITED WAY, THROUGH FUNDS GENEROUSLY DONATED BY THE LIBRA FOUNDATION, ADMINISTERS A PROGRAM CALLED SUMMER CHAMPS THAT PROVIDES STUDENTS IN THE PORTLAND PUBLIC SCHOOL SYSTEM IN GRADES FOUR, FIVE AND SIX $500 SCHOLARSHIPS TO ATTEND SUMMER CAMP IN MAINE. THROUGH THE MAINE CAMP EXPERIENCE, KIDS ARE CONNECTED WITH NATURE, THE ARTS, MUSIC, SPORTS AND MANY OTHER EXPERIENCES THAT HELP THEM GROW INTO HAPPY, MOTIVATED ADULTS. IN ITS 11TH YEAR IN FY11, 1,332 STUDENTS ATTENDED SUMMER CAMP THROUGH THE SUMMER CHAMPS PROGRAM. IN TOTAL, 18,161 CAMP EXPERIENCES HAVE BEEN ENJOYED OVER THE PAST ELEVEN YEARS.KEEP ME WARM/SHARE THE WARMTH: KEEP ME WARM AND SHARE THE WARMTH (IN PARTNERSHIP WITH DEAD RIVER COMPANY) ARE PROGRAMS AIMED AT HELPING MAINERS HEAT THEIR HOMES AND FEED THEIR FAMILIES. KEEP ME WARM, MANAGED BY UNITED WAY, CONTINUED ITS WORK RAISING FUNDS TO PROVIDE EMERGENCY FUEL ASSISTANCE AROUND THE STATE. THESE FUNDS HELP HOUSEHOLDS THAT DO NOT QUALIFY FOR LIHEAP (LOW INCOME HOME ENERGY ASSISTANCE PROGRAM), BUT STILL EARN LESS THAT 80% OF THE AREA MEDIAN INCOME. FUNDS WERE DISTRIBUTED THROUGH 211 MAINE AND PEOPLES REGIONAL OPPORTUNITY PROGRAM. SHARE THE WARMTH, IN PARTNERSHIP WITH DEAD RIVER COMPANY, RAISED AND DISTRIBUTED OVER $130,000 TO FAMILIES IN NEED THROUGHOUT MAINE, NEW HAMPSHIRE AND VERMONT.DESIGNATIONS: DESIGNATIONS ARE DONOR DIRECTED CONTRIBUTIONS TO HEALTH AND HUMAN SERVICE ORGANIZATIONS. DONORS TO UNITED WAY'S CAMPAIGN MAY DIRECT ALL OR A PORTION OF THEIR CONTRIBUTION TO SPECIFIC NON-PROFIT AGENCIES THAT PROVIDE HEALTH AND HUMAN SERVICES. EACH AGENCY'S NON-PROFIT 501(C)(3) STATUS AND COMPLIANCE WITH USA PATRIOT ACT IS VERIFIED BEFORE FUNDS ARE DISTRIBUTED. COMMUNITY IMPACT & AGENCY SERVICES: EXPENSES INCURRED BY THE ORGANIZATION TO ASSESS COMMUNITY NEEDS, LEAD AND PARTICIPATE IN COMMUNITY PARTNERSHIPS AND ADVOCACY TO ADVANCE OUR EDUCATION, INCOME AND HEALTH GOALS, PROVIDE OUTCOME MEASUREMENT TRAINING AND ASSISTANCE TO AGENCIES, ASSIST AND PROMOTE AGENCY COLLABORATION AND MERGER, CONDUCT PROGRAM REVIEWS AND SELECTION OF PROGRAM/AGENCY RECIPIENTS, ADMINISTER GRANTS AND PROVIDE FINANCIAL AND PROGRAMMATIC OVERSIGHT.2-1-1-MAINE: 2-1-1 MAINE IS A PARTNERSHIP OF THE UNITED WAYS IN MAINE, YOUTH ALTERNATIVES INGRAHAM AND THE STATE OF MAINE THAT CONNECTS PEOPLE TO RESOURCES SUCH AS FOOD PANTRIES AND MENTAL HEALTH SERVICES THROUGH A TOLL FREE TELEPHONE NUMBER, 2-1-1 AND A ROBUST ONLINE DIRECTORY AT 211MAINE.ORG. CALL SPECIALISTS ACCESS OVER 9,000 RESOURCES IN THE DIRECTORY AND SHARE CRITICAL CONTACT INFORMATION WITH CALLERS, 24 HOURS A DAY, 365 DAYS A YEAR. LAST YEAR, 211 MAINE ANSWERED OVER 82,000 CALLS FOR INFORMATION AND REFERRAL.OTHER GRANTS & SCHOLARSHIPS: UNITED WAY ADMINISTERS VARIOUS GRANT PROGRAMS TO PROMOTE DIVERSITY AND INCLUSION, ASSIST PEOPLE IN NEED, ASSESS AND PROMOTE NON-PROFIT COLLABORATION AND SCHOLARSHIP PROGRAMS FOR MINORITY YOUTH AND STUDENTS IN THE GREATER PORTLAND AREA. VOLUNTEER ENGAGEMENT: VOLUNTEERS PLAY A VITAL ROLE IN IMPROVING PEOPLE'S LIVES AND REACHING OUR GOALS IN EDUCATION, INCOME AND HEALTH. TO THIS END, UNITED WAY WORKS WITH AGENCIES TO SECURE QUALIFIED VOLUNTEERS AND WORKS WITH VOLUNTEERS TO LOCATE APPROPRIATE VOLUNTEER OPPORTUNITIES. THROUGH A COLLABORATIVE EFFORT, UNITED WAY OFFERS A STATEWIDE, SEARCHABLE LISTING OF VOLUNTEER OPPORTUNITIES AT WWW.VOLUNTEERMAINE.ORG. THIS VALUABLE TOOL ALLOWS AGENCIES TO POST VOLUNTEER OPPORTUNITIES AND INDIVIDUALS TO PERFORM A CUSTOMIZED SEARCH. IN ADDITION TO HOSTING AND ADMINISTERING THE SITE, WE OFFER REGULAR TRAININGS TO VOLUNTEERS AND AGENCIES ON HOW TO USE IT. ADDITIONALLY, UNITED WAY ORGANIZES SEVERAL VOLUNTEER-LEAD EVENTS THROUGHOUT THE YEAR: FAMILY VOLUNTEER DAY, 9/11 DAY OF SERVICE AND REMEMBRANCE, AND COMMUNITY THANKSGIVING. ONE OF THE LARGEST AND WELL ATTENDED EVENTS, OUR ANNUAL DAY OF CARING/HEART OF SHARING. IN 2011, NEARLY 1,000 VOLUNTEERS DEDICATED MORE THAN 5,000 HOURS OF SERVICE TO 90 PROJECTS AT 59 DIFFERENT SITES.LANGUAGE ACCESS FOR NEW AMERICANS (LANA) IS A PROGRAM THAT IMPROVES ACCESS TO SERVICES FOR REFUGEES AND IMMIGRANTS WITH LIMITED ENGLISH PROFICIENCY BY IMPROVING THE QUALITY AND INCREASING THE NUMBER OF INTERPRETERS AND TRANSLATORS IN MAINE. IN FY11, LANA TESTED 93 PEOPLE IN LANGUAGE SKILLS AND PROVIDED BASIC AND ADVANCED TRAINING FOR 147 INTERPRETERS OF 21 LANGUAGES IN PORTLAND AND LEWISTON. TRAINING ON WORKING WITH INTERPRETERS WAS PROVIDED FOR 300 PEOPLE FROM 20 ORGANIZATIONS THAT PROVIDE HEALTH, SOCIAL AND LEGAL SERVICES STATEWIDE.TRAINED INTERPRETERS' INFORMATION WAS ADDED TO QUALIFIED INTERPRETER DATABASE AT WWW.LANAMAINE.ORG. 3639998 2465466 47573 8192824 1 1 0 1 0 0 0 0 1 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 49 0 1 39 1 0 0 0 0 0 0 0 0 X 25 25 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X BRYAN O'CONNOR 2078741000 ONE CANAL PLAZA SUITE 300 PORTLAND ME 04101 CHERYL BASCOMB 1.00 X 0 0 0 DAVID BASS 1.00 X 0 0 0 JAMES CRAIG 1.00 X 0 0 0 WILLIAM FLETCHER 1.00 X 0 0 0 MICHAEL R CURRIE 1.00 X 0 0 0 CHRISTOPHER W EMMONS 1.00 X X 0 0 0 SHAWN GORMAN 1.00 X 0 0 0 MICHAEL E DUBYAK 1.00 X 0 0 0 RAYMOND KELLEY 1.00 X 0 0 0 VICTORIA LORING 1.00 X X 0 0 0 JACQUELINE HEDLUND MD 1.00 X 0 0 0 ANNE SWIFT-KAYATTA 1.00 X 0 0 0 JUDITH AUSTIN 1.00 X 0 0 0 REV KENNETH I LEWIS JR 1.00 X 0 0 0 JUDY LUCAS 1.00 X 0 0 0 BRIAN S PETROVEK 1.00 X 0 0 0 SAM NOVICK 1.00 X 0 0 0 MICHAEL R STODDARD 1.00 X 0 0 0 BRENDA GARRAND 1.00 X 0 0 0 NICOLE WITHERBEE 1.00 X 0 0 0 MICHAEL SIMONDS 1.00 X 0 0 0 ALBERT G SWALLOW III 1.00 X X 0 0 0 BARBARA WHEATON ESQ 1.00 X 0 0 0 GRACE VALENZUELA 1.00 X 0 0 0 RICHARD W PETERSEN 1.00 X 0 0 0 THOMAS ZUKE 1.00 X 0 0 0 DEANNA SHERMAN 1.00 X 0 0 0 GREG MCCARTHY 1.00 X 0 0 0 SUZANNE MCCORMICK 40.00 X 113077 0 11515 MICHAEL BEVILACQUA 40.00 X 99382 0 11717 MEG BAXTER 40.00 X 136533 0 10328 348992 0 33560 2 1 0 0 0 41557 8790960 331210 8832517 SERVICE FEES 900099 308013 308013 WORKSHOPS/TRAINING 900099 47573 47573 355586 168510 168510 2534615 2218171 316444 316444 316444 79410 79410 79410 9752467 434996 0 484954 5838283 5838283 499414 499414 235691 88047 100506 47138 1221545 702981 162477 356087 42345 25289 4357 12699 114738 64446 17690 32602 107694 57951 19320 30423 43571 23838 6662 13071 5765 3528 755 1482 19500 19500 523149 504359 3144 15646 157646 95118 8237 54291 93354 55857 12067 25430 193268 110428 26159 56681 27147 18684 1866 6597 34094 22528 2747 8819 79440 43462 12146 23832 41141 22509 6290 12342 18788 10271 3058 5459 8953 5831 1054 2068 9305526 8192824 408035 704667 1432 1634 5179646 5320754 3840481 4185415 76759 79304 187498 177558 382355 160490 107505 221865 5247834 6187859 16012 16675 1060052 1255507 15717219 17446571 286904 267567 114656 255934 2093670 2437792 2495230 2961293 X 5927788 6871223 4590866 4686308 2703335 2927747 13221989 14485278 15717219 17446571 X 446941 816348 X 0 1 1 X 0 X 10377631 10624615 10218063 9485673 8832517 49538499 10377631 10624615 10218063 9485673 8832517 49538499 6349992 43188507 323404 329709 186448 152516 168510 1160587 50699086 1741614 0.85190 0.83490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21077 21077 7951002 7972079 548604 137151 0 0 607666 628945 547310 548604 2332525 3498788 7889 8124 8113 21077 45203 151917 157236 136828 137151 583132 874698 0 1 5131348 44674 1093822 14802 163649 37854 6053539 4811405 43318 482834 14441 158462 33306 5131348 6051730 7707 -1056186 14334 145429 32083 4811405 0.54000 0.28000 0.18000 1 0 382355 160490 221865 221865 MISCELLANEOUS PREPAID EXPENSES 27199 BENEFICIAL INTEREST IN PERPETUAL TRUST 1228308 1255507 DESIGNATIONS PAYABLE 2437792 2437792 9752467 9305526 446941 834958 -18610 816348 1263289 9235371 834958 834958 8400413 1352054 1352054 9752467 7972079 0 7972079 1333447 1333447 9305526 PART IV, LINE 2B: UNITED WAY INC. HOLDS AN ENDOWMENT FOR THE BENEFIT OF PREBLE STREET, A SOCIAL SERVICE AGENCY THAT PROVIDES SERVICES TO PEOPLE EXPERIENCING PROBLEMS WITH HOMELESSNESS, HOUSING, HUNGER, AND POVERTY. INCOME FROM THE ENDOWMENT IS TO BE USED BY PREBLE STREET TO PROMOTE AND SUPPORT SELF SUFFICIENCY OF THE INDIVIDUALS AND FAMILIES IT SERVES. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: INCOME FROM THE UNITED WAY'S ENDOWMENT IS USED TO SUPPORT THE MISSION OF UNITED WAY. PART XI, LINE 8 - OTHER ADJUSTMENTS: DONOR DESIGNATION ADJUSTMENT -18,610. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED CONTRIBUTIONS 1,352,054. PART XIII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED GRANTS & AWARDS 1,333,447. 1 A COMPANY OF GIRLS PO BOX 7527 PORTLAND ME 04112 050631726 501(C)(3) 44627 PARTNER AGENCY ALLOCATION AMERICAN RED CROSS 2401 CONGRESS STREET PORTLAND ME 04102 010215209 501(C)(3) 132505 PARTNER AGENCY ALLOCATION AMISTAD PO BOX 992 PORTLAND ME 04104 010500860 501(C)(3) 40501 PARTNER AGENCY ALLOCATION BIG BROTHERSBIG SISTERS OF SOUTHERN MAINE 195 LANCASTER STREET PORTLAND ME 04101 010475146 501(C)(3) 46455 PARTNER AGENCY ALLOCATION BOYS & GIRLS CLUBS OF SOUTHERN MAINE PO BOX 7830 PORTLAND ME 04112 010211543 501(C)(3) 329164 PARTNER AGENCY ALLOCATION CATHERINE MORRILL DAY NURSERY 96 DANFORTH STREET PORTLAND ME 04101 010211542 501(C)(3) 76576 PARTNER AGENCY ALLOCATION CATHOLIC CHARITIES MAINE PO BOX 10660 PORTLAND ME 04104 010228225 501(C)(3) 229714 PARTNER AGENCY ALLOCATION CENTER FOR GRIEVING CHILDREN PO BOX 1438 PORTLAND ME 04104 010431501 501(C)(3) 40553 PARTNER AGENCY ALLOCATION COMMUNITY COUNSELING CENTER 343 FOREST AVENUE PORTLAND ME 04101 010288362 501(C)(3) 349356 PARTNER AGENCY ALLOCATION COMMUNITY DENTAL - PORTLAND 276 CANCO ROAD PORTLAND ME 04103 237129502 501(C)(3) 141671 PARTNER AGENCY ALLOCATION COMMUNITY PARTNERS INC 66 PEARL ST PORTLAND ME 04101 010351501 501(C)(3) 15000 PARTNER AGENCY ALLOCATION CUMBERLAND COUNTY YMCA PO BOX 1078 70 FOREST AVENUE PORTLAND ME 04104 010211568 501(C)(3) 185198 PARTNER AGENCY ALLOCATION DAY ONE 525 MAIN STREET SOUTH PORTLAND ME 04106 010322532 501(C)(3) 167595 PARTNER AGENCY ALLOCATION FAMILY CRISIS SERVICES PO BOX 704 PORTLAND ME 04104 010352636 501(C)(3) 89032 PARTNER AGENCY ALLOCATION FRANNIE PEABODY CENTER 335 VALLEY STREET PORTLAND ME 04102 010416974 501(C)(3) 39104 PARTNER AGENCY ALLOCATION FREEPORT COMMUNITY SERVICES 53 DEPOT ROAD PO BOX 119 FREEPORT ME 04032 010332769 501(C)(3) 13936 PARTNER AGENCY ALLOCATION GIRL SCOUTS OF MAINE 138 GANNETT DRIVE PO BOX 9421 280 SOUTH PORTLAND ME 04116 010269802 501(C)(3) 20285 PARTNER AGENCY ALLOCATION GOOD SHEPHERD FOOD BANK PO BOX 1807 AUBURN ME 04211 222986809 501(C)(3) 25450 PARTNER AGENCY ALLOCATION GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND PO BOX 8600 353 CUMBERLAND AVE PORTLAND ME 04104 010284340 501(C)(3) 89752 PARTNER AGENCY ALLOCATION HOMEHEALTH VISITING NURSES OF SOUTHERN ME 15 INDUSTRIAL PARK ROAD SACO ME 04072 237204938 501(C)(3) 92462 PARTNER AGENCY ALLOCATION IMMIGRATION LEGAL ADVOCACY PROJECT PO BOX 17917 PORTLAND ME 04112 223260883 501(C)(3) 28906 PARTNER AGENCY ALLOCATION IRIS NETWORK 189 PARK AVENUE PORTLAND ME 04101 010196359 501(C)(3) 22203 PARTNER AGENCY ALLOCATION KIDS FIRST CENTER 222 ST JOHN STREET SUITE 101 PORTLAND ME 04102 222993035 501(C)(3) 20000 PARTNER AGENCY ALLOCATION LEGAL SERVICES FOR THE ELDERLY 5 WABON STREET AUGUSTA ME 043307040 010359131 501(C)(3) 40459 PARTNER AGENCY ALLOCATION MAPS SHELTER SERVICES PORTLAND 107 INDIA STREET PORTLAND ME 04101 010348849 501(C)(3) 21085 PARTNER AGENCY ALLOCATION MISSION POSSIBLE 755 MAIN STREET WESTBROOK ME 04092 010509578 501(C)(3) 36512 PARTNER AGENCY ALLOCATION MORRISON DEVELOPMENTAL CENTER 331 VERANDA STREET PORTLAND ME 04103 010243254 501(C)(3) 68007 PARTNER AGENCY ALLOCATION NORTHEAST HEARING & SPEECH 75 WEST COMMERCIAL STREET SUITE 205 205 PORTLAND ME 04101 010228262 501(C)(3) 84801 PARTNER AGENCY ALLOCATION PEAKS ISLAND CHILDREN'S WORKSHOP PO BOX 80 PEAKS ISLAND ME 04108 010482767 501(C)(3) 40509 PARTNER AGENCY ALLOCATION PEOPLES REGIONAL OPPORTUNITY PROGRAM 510 CUMBERLAND AVENUE PORTLAND ME 04101 010274725 501(C)(3) 232004 PARTNER AGENCY ALLOCATION PINE TREE LEGAL PO BOX 547 88 FEDERAL STREET PORTLAND ME 04112 010279387 501(C)(3) 91500 PARTNER AGENCY ALLOCATION PREBLE STREET 18 PORTLAND STREET PO BOX 1459 PORTLAND ME 04104 010418917 501(C)(3) 375987 PARTNER AGENCY ALLOCATION REGIONAL TRANSPORTATION PROGRAM 127 ST JOHN STREET PORTLAND ME 04102 010339851 501(C)(3) 73692 PARTNER AGENCY ALLOCATION SALVATION ARMY PO BOX 3575 PORTLAND ME 04104 135662351 501(C)(3) 33767 PARTNER AGENCY ALLOCATION SERENITY HOUSE 30 MELLEN STREET PORTLAND ME 04101 010426638 501(C)(3) 23000 PARTNER AGENCY ALLOCATION SEXUAL ASSAULT RESPONSE SERVICES PO BOX 1371 PORTLAND ME 04104 010343943 501(C)(3) 35725 PARTNER AGENCY ALLOCATION SHALOM HOUSE INC 106 GILMAN STREET PO BOX 560 PORTLAND ME 04112 237119236 501(C)(3) 53492 PARTNER AGENCY ALLOCATION TRI-COUNTY MENTAL HEALTH SERVICES P O BOX 2008 1155 LISBON ST LEWISTON ME 04241 010316813 501(C)(3) 24578 PARTNER AGENCY ALLOCATION WAYSIDE SOUP KITCHEN PO BOX 1278 PORTLAND ME 04104 222806424 501(C)(3) 21403 PARTNER AGENCY ALLOCATION YOUTH & FAMILY OUTREACH 331 CUMBERLAND AVENUE PORTLAND ME 04101 222806424 501(C)(3) 24231 PARTNER AGENCY ALLOCATION YOUTH ALTERNATIVES INGRAHAM 50 LYDIA LANE SOUTH PORTLAND ME 04106 010316041 501(C)(3) 336393 PARTNER AGENCY ALLOCATION 2-1-1 MAINE INC PO BOX 15200 PORTLAND ME 041125200 300194364 501(C)(3) 899 DONOR DESIGNATIONS A COMPANY OF GIRLS PO BOX 7527 PORTLAND ME 04112 050631726 501(C)(3) 8525 DONOR DESIGNATIONS AMERICAN CANCER SOCIETY 1 BOWDOIN MILL ISLAND TOPSHAM ME 04086 131788491 501(C)(3) 33114 DONOR DESIGNATIONS AMERICAN LUNG ASSOCIATION 122 STATE ST AUGUSTA ME 04330 060646594 501(C)(3) 35451 DONOR DESIGNATIONS AMERICAN RED CROSS OF SOUTHERN MAINE 2401 CONGRESS STREET PORTLAND ME 04102 010215209 501(C)(3) 21695 DONOR DESIGNATIONS AMISTAD PO BOX 992 PORTLAND ME 04104 010500860 501(C)(3) 2701 DONOR DESIGNATIONS BIG BROTHERS BIG SISTERS OF SOUTHERN MAINE 195 LANCASTER STREET PORTLAND ME 04101 010475146 501(C)(3) 35828 DONOR DESIGNATIONS BOY SCOUTS OF AMERICA #0218 PINE TREE COUNCIL INC 131 JOHNSON ROAD PORTLAND ME 04102 010211490 501(C)(3) 23166 DONOR DESIGNATIONS BOYS & GIRLS CLUBS OF SOUTHERN MAINE PO BOX 7830 PORTLAND ME 04112 010211543 501(C)(3) 32270 DONOR DESIGNATIONS CAMPFIRE HITINOWA COUNCIL 336 BLACKPOINT ROAD SCARBOROUGH ME 04074 010211784 501(C)(3) 1172 DONOR DESIGNATIONS CANCER COMMUNITY CENTER 778 MAIN STREET SOUTH PORTLAND ME 04106 010513301 501(C)(3) 29820 DONOR DESIGNATIONS CARING RESOURCES FOR LIVING - NORTH YARMOUTH 1018 NORTH ROAD NORTH YARMOUTH ME 04097 200868716 501(C)(3) 9539 DONOR DESIGNATIONS CATHERINE MORRILL DAY NURSERY 96 DANFORTH STREET PORTLAND ME 04101 010211542 501(C)(3) 2507 DONOR DESIGNATIONS CATHOLIC CHARITIES OF MAINE PO BOX 10660 PORTLAND ME 04104 010228225 501(C)(3) 20811 DONOR DESIGNATIONS CENTER FOR GRIEVING CHILDREN PO BOX 1438 PORTLAND ME 04104 010431501 501(C)(3) 62914 DONOR DESIGNATIONS COMMUNITY COUNSELING CENTER 343 FOREST AVENUE PORTLAND ME 04101 010288362 501(C)(3) 6707 DONOR DESIGNATIONS COMMUNITY DENTAL - PORTLAND 276 CANCO ROAD PORTLAND ME 04103 237129502 501(C)(3) 4074 DONOR DESIGNATIONS CUMBERLAND COUNTY YMCA PO BOX 1078 70 FOREST AVENUE PORTLAND ME 04104 010211568 501(C)(3) 10455 DONOR DESIGNATIONS DAY ONE 525 MAIN STREET SOUTH PORTLAND ME 04106 010322532 501(C)(3) 9601 DONOR DESIGNATIONS FAMILY CRISIS SERVICES PO BOX 704 PORTLAND ME 04104 010352636 501(C)(3) 9101 DONOR DESIGNATIONS FRANNIE PEABODY CENTER 335 VALLEY STREET PORTLAND ME 04102 010416974 501(C)(3) 8387 DONOR DESIGNATIONS FREEPORT COMMUNITY SERVICES 53 DEPOT ROAD PO BOX 119 FREEPORT ME 04032 010332769 501(C)(3) 14457 DONOR DESIGNATIONS GIRL SCOUTS OF MAINE 138 GANNETT DRIVE PO BOX 9421 280 SOUTH PORTLAND ME 04116 010269802 501(C)(3) 10028 DONOR DESIGNATIONS GOOD SHEPHERD FOOD BANK PO BOX 1807 AUBURN ME 04211 222986809 501(C)(3) 5107 DONOR DESIGNATIONS GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND PO BOX 8600 353 CUMBERLAND AVE PORTLAND ME 04104 010284340 501(C)(3) 5885 DONOR DESIGNATIONS HERITAGE UNITED WAY 228 MAPLE STREET 4TH FLOOR MANCHESTER NH 03103 020225575 501(C)(3) 1998 DONOR DESIGNATIONS HOMEHEALTH VISITING NURSES OF SOUTHERN ME 15 INDUSTRIAL PARK ROAD SACO ME 04072 237204938 501(C)(3) 4192 DONOR DESIGNATIONS HOSPICE OF SOUTHERN MAINE 180 US ROUTE 1 SCARBOROUGH ME 04074 010540180 501(C)(3) 5657 DONOR DESIGNATIONS IMMIGRANT LEGAL ADVOCACY PROJECT PO BOX 17917 PORTLAND ME 04112 223260883 501(C)(3) 5408 DONOR DESIGNATIONS INDEPENDENT TRANSPORTATION NETWORK 90 BRIDGE STREET WESTBROOK ME 04092 010504322 501(C)(3) 6556 DONOR DESIGNATIONS IRIS NETWORK THE 189 PARK AVENUE PORTLAND ME 04101 010196359 501(C)(3) 14547 DONOR DESIGNATIONS KIDNEY FOUNDATION OF MAINE 470 FOREST AVENUE SUITE 302 PORTLAND ME 04101 131673104 501(C)(3) 6800 DONOR DESIGNATIONS KIDS FIRST CENTER 222 ST JOHN STREET SUITE 101 PORTLAND ME 04102 222993035 501(C)(3) 10560 DONOR DESIGNATIONS LEGAL SERVICES FOR THE ELDERLY 5 WABON STREET AUGUSTA ME 043307040 010359131 501(C)(3) 2525 DONOR DESIGNATIONS MAPS SHELTER SERVICES - PORTLAND 107 INDIA STREET PORTLAND ME 04101 010348849 501(C)(3) 6488 DONOR DESIGNATIONS MERCY HOSPITAL 144 STATE ST PORTLAND ME 04101 010211534 501(C)(3) 24886 DONOR DESIGNATIONS MID COAST HUNGER PREVENTION 84A UNION STREET BRUNSWICK ME 04011 010492643 501(C)(3) 6474 DONOR DESIGNATIONS MISSION POSSIBLE TEEN CENTER 755 MAIN STREET WESTBROOK ME 04092 010509578 501(C)(3) 2506 DONOR DESIGNATIONS MORRISON DEVELOPMENTAL CENTER 331 VERANDA STREET PORTLAND ME 04103 010243254 501(C)(3) 7648 DONOR DESIGNATIONS NATIONAL MULTIPLE SCLEROSIS SOCIETY - MAINE CHAPTER 170 US ROUTE 1 SUITE 200 FALMOUTH ME 04105 010240130 501(C)(3) 5844 DONOR DESIGNATIONS NORTHEAST HEARING & SPEECH 75 WEST COMMERCIAL STREET SUITE 205 205 PORTLAND ME 04101 010228262 501(C)(3) 6070 DONOR DESIGNATIONS PEOPLES REGIONAL OPPORTUNITY PROGRAM 510 CUMBERLAND AVENUE PORTLAND ME 04101 010274725 501(C)(3) 11090 DONOR DESIGNATIONS PINE TREE LEGAL ASSISTANCE PO BOX 547 88 FEDERAL STREET PORTLAND ME 04112 010279387 501(C)(3) 2652 DONOR DESIGNATIONS PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND 51 US ROUTE 1 SUITE C SCARBOROUGH ME 04074 030222941 501(C)(3) 48199 DONOR DESIGNATIONS PREBLE STREET 18 PORTLAND STREET PO BOX 1459 PORTLAND ME 04104 010418917 501(C)(3) 70422 DONOR DESIGNATIONS ROOT CELLAR THE 94 WASHINGTON AVE PORTLAND ME 04101 220990667 501(C)(3) 5359 DONOR DESIGNATIONS SALVATION ARMY THE PO BOX 3575 PORTLAND ME 04104 135662351 501(C)(3) 17531 DONOR DESIGNATIONS SERENITY HOUSE 30 MELLEN STREET PORTLAND ME 04101 010426638 501(C)(3) 2274 DONOR DESIGNATIONS SEXUAL ASSAULT RESPONSE SERVICES OF SOUTHERN MAINE PO BOX 1371 PORTLAND ME 04104 010343943 501(C)(3) 7990 DONOR DESIGNATIONS SHALOM HOUSE INC 106 GILMAN STREET PO BOX 560 PORTLAND ME 04112 237119236 501(C)(3) 9512 DONOR DESIGNATIONS STATE YMCA OF MAINE 305 WINTHROP CENTER ROAD WINTHROP ME 04364 010186800 501(C)(3) 664 DONOR DESIGNATIONS SUSAN L CURTIS FOUNDATION 1321 WASHINGTON AVE SUITE 104 PORTLAND ME 04103 010324705 501(C)(3) 6666 DONOR DESIGNATIONS UNITED WAY OF ANDROSCOGGIN COUNTY PO BOX 888 LEWISTON ME 04243 010211564 501(C)(3) 90474 DONOR DESIGNATIONS UNITED WAY OF AROOSTOOK COUNTY 480 MAIN STREET 3RD FLOOR PRESQUE ISLE ME 04769 237147455 501(C)(3) 39587 DONOR DESIGNATIONS UNITED WAY OF EASTERN MAINE 24 SPRINGER DRIVE SUITE 201 BANGOR ME 04401 010211478 501(C)(3) 50021 DONOR DESIGNATIONS UNITED WAY OF KENNEBEC VALLEY 331 WATER STREET SUITE 5 AUGUSTA ME 04330 016004404 501(C)(3) 26079 DONOR DESIGNATIONS UNITED WAY OF MID-COAST MAINE 34 WING FARM PARKWAY STE 201 BATH ME 04530 016004866 501(C)(3) 89849 DONOR DESIGNATIONS UNITED WAY OF MID-MAINE PO BOX 91 WATERVILLE ME 04901 010233280 501(C)(3) 30979 DONOR DESIGNATIONS UNITED WAY OF OXFORD COUNTY PO BOX 291 SOUTH PARIS ME 04281 010450352 501(C)(3) 19265 DONOR DESIGNATIONS UNITED WAY OF TRI-VALLEY PO BOX 126 FARMINGTON ME 04938 010377559 501(C)(3) 10763 DONOR DESIGNATIONS UNITED WAY OF YORK COUNTY PO BOX 727 KENNEBUNK ME 04043 010276862 501(C)(3) 80221 DONOR DESIGNATIONS VNA HOME HEALTH CARE 50 FODEN ROAD SOUTH PORTLAND ME 04106 010246804 501(C)(3) 6608 DONOR DESIGNATIONS WAYSIDE SOUP KITCHEN PO BOX 1278 PORTLAND ME 04104 222806424 501(C)(3) 14661 DONOR DESIGNATIONS YOUTH ALTERNATIVES INGRAHAM INC 331 CUMBERLAND AVENUE PORTLAND ME 04101 222806424 501(C)(3) 16524 DONOR DESIGNATIONS YOUTH AND FAMILY OUTREACH 50 LYDIA LANE SOUTH PORTLAND ME 04106 010316041 501(C)(3) 1065 DONOR DESIGNATIONS PORTLAND SEAMAN'S FRIEND SOCIETY LEWIS STREET WESTBROOK ME 04092 010211545 501(C)(3) 57000 HOW FUND SUPPORT TO INDIGENT SEAMEN CATHERINE MORRILL DAY NURSERY 96 DANFORTH STREET PORTLAND ME 04101 010211542 501(C)(3) 9865 LET'S GO! MINI GRANTS CULTIVATING COMMUNITY PO BOX 3792 PORTLAND ME 04104 043607322 501(C)(3) 5000 DIVERSITY GRANTS COMMUNITY COUNSELING CENTER 343 FOREST AVENUE PORTLAND ME 04101 010288362 501(C)(3) 5000 DIVERSITY GRANTS FAMILY CRISIS SERVICES PO BOX 704 PORTLAND ME 04104 010352636 501(C)(3) 5000 DIVERSITY GRANTS COMMITTEE TO RESTORE THE ABYSSINIAN MEETING HOUSE PO BOX 11064 PORTLAND ME 04104 043380711 501(C)(3) 5000 DIVERSITY GRANTS CENTER FOR AFRICAN HERITAGE PO BOX 331 PORTLAND ME 04112 760802815 501(C)(3) 5000 DIVERSITY GRANTS CENTER FOR GRIEVING CHILDREN PO BOX 1438 PORTLAND ME 04104 000000000 501(C)(3) 5000 DIVERSITY GRANTS FRANNIE PEABODY CENTER 335 VALLEY STREET PORTLAND ME 04102 010416974 501(C)(3) 5000 DIVERSITY GRANTS PEOPLES REGIONAL OPPORTUNITY PROGRAM 510 CUMBERLAND AVENUE PORTLAND ME 04101 010274725 501(C)(3) 5000 DIVERSITY GRANTS CENTER FOR THE PREVENTION OF HATE & VIOLENCE PO BOX 3602 PORTLAND ME 04104 201307724 501(C)(3) 5000 DIVERSITY GRANTS GAY LESBIAN & STRAIGHT EDUCATION NETWORK-SOUTHERN ME CHAPTER PO BOX 10334 PORTLAND ME 04104 010511033 501(C)(3) 5000 DIVERSITY GRANTS CATHOLIC CHARITIES MAINE PO BOX 10660 PORTLAND ME 04104 010228225 501(C)(3) 750 EMERGENCY HEATING ASSISTANCE GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND PO BOX 8600 353 CUMBERLAND AVE PORTLAND ME 04104 010284340 501(C)(3) 500 EMERGENCY HEATING ASSISTANCE GREEN MOUNTAIN UNITED WAY 963 PAINE TURNPIKE NORTH 2 MONTPELIER VT 05602 030261384 501(C)(3) 7525 EMERGENCY HEATING ASSISTANCE HERITAGE UNITED WAY 228 MAPLE STREET 4TH FLOOR MANCHESTER NH 03103 020225575 501(C)(3) 13500 EMERGENCY HEATING ASSISTANCE HOUR EXCHANGE PORTLAND 85 GRANT STREET PORTLAND ME 04101 900396824 501(C)(3) 5000 EMERGENCY HEATING ASSISTANCE PEOPLES REGIONAL OPPORTUNITY PROGRAM 510 CUMBERLAND AVENUE PORTLAND ME 04101 010274725 501(C)(3) 122706 EMERGENCY HEATING ASSISTANCE SALVATION ARMY PO BOX 3575 PORTLAND ME 04104 135662351 501(C)(3) 1500 EMERGENCY HEATING ASSISTANCE TOWN OF FALMOUTH 271 FALMOUTH ROAD FALMOUTH ME 04105 016000161 GOVERNMENT 5000 EMERGENCY HEATING ASSISTANCE 2-1-1 MAINE INC PO BOX 15200 PORTLAND ME 041125200 300194364 501(C)(3) 250000 INFORMATION & REFERRAL GRANT PEOPLES REGIONAL OPPORTUNITY PROGRAM 510 CUMBERLAND AVENUE PORTLAND ME 04101 010274725 501(C)(3) 4700 BASIC NEEDS GRANT YOUTH ALTERNATIVES INGRAHAM 50 LYDIA LANE SOUTH PORTLAND ME 04106 010316041 501(C)(3) 1500 BASIC NEEDS GRANT ELDER ABUSE INSTITUTE OF MAINE PO BOX 3611 PORTLAND ME 04104 043681346 501(C)(3) 5000 BASIC NEEDS GRANT FREEPORT COMMUNITY SERVICES 53 DEPOT ROAD PO BOX 119 FREEPORT ME 04032 010332769 501(C)(3) 1000 FOOD PANTRY/MEALS PROGRAM GRANT PREBLE STREET 18 PORTLAND STREET PO BOX 1459 PORTLAND ME 04104 010418917 501(C)(3) 18500 FOOD PANTRY/MEALS PROGRAM GRANT WAYSIDE SOUP KITCHEN PO BOX 1278 PORTLAND ME 04104 222806424 501(C)(3) 6000 FOOD PANTRY/MEALS PROGRAM GRANT STATE YMCA OF MAINE 305 WINTHROP CENTER ROAD WINTHROP ME 04364 010186800 501(C)(3) 11560 GORMAN CAMPERSHIPS AMISTAD PO BOX 992 PORTLAND ME 04104 010500860 501(C)(3) 1500 MISCELLANEOUS GRANT GIRL SCOUTS OF MAINE 138 GANNETT DRIVE PO BOX 9421 280 SOUTH PORTLAND ME 04116 010269802 501(C)(3) 1500 MISCELLANEOUS GRANT 136 0 SUMMER CAMPS SCHOLARSHIPS 1332 487892 HIGGINS SCHOLARSHIPS 4 11522 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: ALLOCATIONS ORGANIZATIONS RECEIVING DISCRETIONARY FUNDING FROM UNITED WAY OF GREATER PORTLAND UNDERGO AN INTENSIVE PRE-SCREENING PROCESS BEFORE BEING AWARDED FUNDING. UNITED WAY OF GREATER PORTLAND UTILIZES TEAMS OF COMMUNITY VOLUNTEERS WORKING IN CONJUNCTION WITH STAFF TO CONDUCT THIS "COMMUNITY INVESTMENT" REVIEW PROCESS, WHICH INCLUDES A PAPER APPLICATION AND IN-PERSON REVIEW MEETING. TO BE CONSIDERED FOR FUNDING, APPLICANT ORGANIZATIONS MUST MEET BASIC CERTIFICATION STANDARDS, INCLUDING VERIFICATION OF CURRENT STATUS AS AN IRS CODE SECTION 501(C)(3) NONPROFIT ORGANIZATION. APPLICANT AGENCIES ARE REQUIRED TO: 1) EXPLAIN THE PROPOSED USE OF UNITED WAY FUNDING AND DEMONSTRATE RESULTS (CLIENT OUTCOMES)OF FUNDING 2) SUBMIT AGENCY AND PROGRAM-LEVEL BUDGETS AND ANNUAL AUDITS TO DEMONSTRATE FINANCIAL STABILITY, AND ADHERENCE TO SOUND FISCAL POLICIES AND MANAGEMENT PRACTICES UNITED WAY OF GREATER PORTLAND REQUIRES THAT ALL FUNDED ORGANIZATIONS SIGN A FUNDING CONTRACT AGREEING TO ALL GENERAL PROVISIONS OF THE FUNDING RELATIONSHIP, REPORTING REQUIREMENTS AND COMPLIANCE WITH APPLICABLE STATE AND FEDERAL REGULATIONS SUCH AS THE USA PATRIOT ACT. COMMUNITY IMPACT STAFF REGULARLY COMMUNICATE WITH AND MONITOR FUNDED ORGANIZATIONS VIA INTERIM REPORTS SUBMITTED BETWEEN SCHEDULED FULL REVIEWS. INTERIM REPORTS DEMONSTRATE HOW FUNDING HAS BEEN UTILIZED TO DATE AND THE CLIENT OUTCOMES ACHIEVED AS A RESULT OF FUNDING. INTERIM REPORTS PROVIDE INFORMATION ON MAJOR PROGRAMMATIC OR FINANCIAL CHANGES TO THE AGENCY THAT MIGHT IMPACT ITS ABILITY TO DELIVER AGREED-UPON CLIENT OUTCOMES. COMPLETION AND SUBMISSION OF SATISFACTORY INTERIM REPORTS ARE A REQUIREMENT OF CONTINUED FUNDING. DESIGNATIONS ORGANIZATIONS RECEIVING DONOR DESIGNATED CONTRIBUTIONS THROUGH UNITED WAY UNDERGO SCREENING PRIOR TO DISTRIBUTION OF FUNDING. SUCH SCREENING INCLUDES CERTIFICATION THAT THE ORGANIZATION; 1) IS A NON-PROFIT UNDER IRS CODE SECTION 501(C)(3); 2) PROVIDES HEALTH AND HUMAN SERVICES; 3) IS NOT FRATERNAL, POLITICAL OR RELIGIOUS IN NATURE. IN ADDITION, ORGANIZATIONS MUST PROVIDE VERIFICATION OF COMPLIANCE WITH THE USA PATRIOT ACT. X X X X X 0 0 0 0 0 0 0 0 0 MEG BAXTER 136533 0 0 0 0 0 4280 0 6048 0 146861 0 0 0 X 76 331210 STOCK EXCHANGE PRICE 0 1 1 THIRD PARTY USE: PART I, LINE 32B: LOCAL BROKERS ARE USED TO SELL STOCK. FORM 990, PART VI, SECTION A, LINE 2 TWO DIRECTORS ARE EMPLOYED BY A CHARITABLE ORGANIZATION WHICH HAS TWO BOARD MEMBERS WHO ARE ALSO ON THE UNITED WAY BOARD. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP. THE MEMBERSHIP OF UNITED WAY, INC CONSISTS OF CONTRIBUTORS TO THE UNITED WAY CAMPAIGN, UNITED WAY VOLUNTEERS, AND REPRESENTATIVES OF PROVIDERS OF HUMAN SERVICES IN THE COMMUNITY THAT ARE SUPPORTED FINANCIALLY BY UNITED WAY, AS FOLLOWS: INDIVIDUAL MEMBERS. ALL INDIVIDUALS WHO HAVE MADE A FINANCIAL CONTRIBUTION TO THE MOST RECENTLY COMPLETED UNITED WAY CAMPAIGN QUALIFY AS CONTRIBUTOR MEMBERS OF UNITED WAY FOR THE ENSUING CALENDAR YEAR. THOSE INDIVIDUALS WHO HAVE VOLUNTEERED FOR UNITED WAY OF GREATER PORTLAND QUALIFY AS VOLUNTEER MEMBERS OF UNITED WAY FOR THE ENSUING CALENDAR YEAR. ORGANIZATIONAL MEMBERS. THOSE PARTNER AGENCIES WHICH RECEIVE ANY FUNDING FROM THE CORPORATION QUALIFY AS AN AGENCY MEMBER OF THE CORPORATION FOR THE ENSUING CALENDAR YEAR, AND ARE ENTITLED TO DESIGNATE A VOLUNTEER TO REPRESENT THEM AS A MEMBER OF THE CORPORATION AT ANY MEETING OF THE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A POWERS. THE MEMBERSHIP OF THE CORPORATION SHALL HAVE THE FOLLOWING POWERS AND AUTHORITY: (A) TO ATTEND THE ANNUAL MEETING AND ANY SPECIAL MEETING(S) OF THE MEMBERSHIP. (B) TO RECEIVE REPORTS AT MEETINGS OF THE MEMBERSHIP. (C) TO ELECT DIRECTORS OF THE CORPORATION AT THE ANNUAL MEETING. (D) TO ENACT AND AMEND THE BY-LAWS OF UNITED WAY, INC. FORM 990, PART VI, SECTION A, LINE 7B SEE PRECEEDING EXPLANATION (LINE 7A) FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD TO BE REVIEWED BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C UNITED WAY, INC.'S CODE OF ETHICS IS INTENDED TO GUIDE AND ADVANCE THE ETHICAL CONDUCT OF BOTH VOLUNTEERS AND STAFF IN CARRYING OUT THEIR UNITED WAY RESPONSIBILITIES. AS PART OF THE CODE OF ETHICS, THE BOARD OF DIRECTORS AND STAFF MUST AVOID A CONFLICT OF INTEREST OR THE APPEARANCE OF A CONFLICT OF INTEREST, WHICH COULD TARNISH THE REPUTATION OF UNITED WAY, INC. OR UNDERMINE THE PUBLIC'S TRUST IN UNITED WAY, INC'S STAFF AND VOLUNTEERS. TO ENSURE THAT THE BEST INTERESTS OF UNITED WAY, INC. ARE SERVED, THE BOARD OF DIRECTORS AND STAFF UPON FIRST BEING APPOINTED, ELECTED OR HIRED DISCLOSE, IN WRITING, TO THE BEST OF HIS OR HER KNOWLEDGE, ANY POTENTIAL CONFLICTS OF INTEREST THAT INVOLVE THE INDIVIDUAL, HIS OR HER IMMEDIATE RELATIVES, OR ANY ENTITY WITH WHICH HE OR SHE IS ASSOCIATED IN A SIGNIFICANT LEADERSHIP OR OWNERSHIP CAPACITY. THEREAFTER, THESE DISCLOSURES ARE UPDATED ANNUALLY, OR SOONER IF CHANGED CIRCUMSTANCES IN A PARTICULAR CASE MAY WARRANT. THE TERMS OF ALL POTENTIAL CONFLICTS OF INTEREST ARE REVIEWED BY MANAGEMENT AND REPORTED TO THE EXECUTIVE COMMITTEE OF UNITED WAY, INC. AS NECESSARY TO ENSURE COMPLIANCE WITH THE CODE OF ETHICS. FORM 990, PART VI, SECT B, LINE 15: THE PROCESS OF DETERMINING THE COMPENSATION PACKAGE OF THE PRESIDENT INCLUDES ALL THE ELEMENTS NOTED (INDEPENDENT REVIEW AND APPROVAL BY INDEPENDENT BOARD MEMBERS, COMPARABILITY DATA) WITH ONE EXCEPTION. THE FINAL DISCUSSION OF THE COMPENSATION PACKAGE IS CONDUCTED BY THE BOARD OF DIRECTORS IN EXECUTIVE SESSION. THIS MEANS THAT THE FINAL DECISION IS DOCUMENTED, BUT DETAILS OF THE DELIBERATIONS ARE NOT. THE COMPENSATION PACKAGE OF THE CFO/COO IS BASED ON COMPARABLE DATA AND DETERMINED BY THE PRESIDENT. FORM 990, PART VI, SECTION C, LINE 19 UNITED WAY INC'S CONFLICT OF INTEREST AND MOST RECENT AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON LINE AT WWW.LIVEUNITEDGP.ORG AND ITS GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 834,958. DONOR DESIGNATION ADJUSTMENT -18,610. TOTAL TO FORM 990, PART XI, LINE 5: 816,348. 211 MAINE INC PO BOX 15200 PORTLAND ME 041125200 300194364 HEALTH & HUMAN SERVICE INFORMAITON AND REFERRAL SERVICE ME 501(C)(3) 7 N/A 0 0 1 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 211 MAINE INC B 250000