UNITED WAY OF THE OCOEE REGION: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: UNITED WAY OF THE OCOEE REGION (EIN 62-0548418)
Tax period: 2010-01-01 to 2010-12-31
Filed: 2011-07-19
IRS object ID: 201102009349300200
Schema version: 2010v3.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule I
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-07-19T06:17:49-05:00	Timestamp
Tax Period End Date	2010-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	HARTING BISHOP & ARRENDALE PLLC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	1040 WILLIAM WAY	AddressLine1
City	CLEVELAND	City
State	TN	State
ZIP Code	373124363	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2010-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	620548418	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	UNITED WAY OF BRADLEY CO INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	UNIT	NameControl
Phone	4234792020	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 193	AddressLine1
City	CLEVELAND	City
State	TN	State
ZIP Code	37364	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	BRENDA ABEL	Name
Title	PRESIDENT	Title
Phone	4234792020	Phone
Date Signed	2011-07-12	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	KELVIN W BISHOP	Name
Phone	4234726543	Phone
Date Prepared	2011-07-13	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2010	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	BRENDA ABEL	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	PO BOX 193	AddressLine1
City	CLEVELAND	City
State	TN	State
ZIP Code	37364	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	25822436	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	WWW.UNITEDWAYBC.COM	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1971	YearFormation
State Legal Domicile	TN	StateLegalDomicile
Activity Or Mission Description	TO BE A COMMUNITY-BASED ORGANIZATION THAT LEADS THE EFFORTS IN IDENTIFYING COMMUNITY NEEDS, FACILITATING COLLABORATION, AND MAXIMIZING RESOURCES TO POSITIVELY IMPACT OUR COMMUNITY AND SURROUNDING AREAS.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	98	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	98	NbrIndependentVotingMembers
Total Nbr Employees	6	TotalNbrEmployees
Total Nbr Volunteers	361	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	1775880	ContributionsGrantsPriorYear
Contributions Grants Current Year	2692243	ContributionsGrantsCurrentYear
Program Service Revenue CY	0	ProgramServiceRevenueCY
Investment Income Prior Year	425422	InvestmentIncomePriorYear
Investment Income Current Year	1182004	InvestmentIncomeCurrentYear
Other Revenue Prior Year	14308	OtherRevenuePriorYear
Other Revenue Current Year	14565	OtherRevenueCurrentYear
Total Revenue Prior Year	2215610	TotalRevenuePriorYear
Total Revenue Current Year	3888812	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	2104641	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	2242510	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	424623	SalariesEtcPriorYear
Salaries Etc Current Year	311703	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	151345	TotalFundrsngExpCurrentYear
Other Expense Prior Year	241896	OtherExpensePriorYear
Other Expenses Current Year	388147	OtherExpensesCurrentYear
Total Expenses Prior Year	2771160	TotalExpensesPriorYear
Total Expenses Current Year	2942360	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-555550	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	946452	RevenuesLessExpensesCY
Total Assets BOY	24537868	TotalAssetsBOY
Total Assets EOY	26684336	TotalAssetsEOY
Total Liabilities BOY	2102718	TotalLiabilitiesBOY
Total Liabilities EOY	2281867	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	22435150	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	24402469	NetAssetsOrFundBalancesEOY
Mission Description	TO BE A COMMUNITY-BASED ORGANIZATION THAT LEADS THE EFFORTS IN IDENTIFYING COMMUNITY NEEDS, FACILITATING COLLABORATION, AND MAXIMIZING RESOURCES TO POSITIVELY IMPACT OUR COMMUNITY AND SURROUNDING AREAS.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	2137149	Expense
Grants	1842602	Grants
Revenue	67748	Revenue
Description	TO BE A COMMUNITY-BASED ORGANIZATION THAT LEADS THE EFFORTS IN IDENTIFYING COMMUNITY NEEDS, FACILITATING COLLABORATION, AND MAXIMIZING RESOURCES TO POSITIVELY IMPACT OUR COMMUNITY AND SURROUNDING AREAS.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	597503	Expense
Grants	399908	Grants
Revenue	1128821	Revenue
Description	BRADLEY MEMORIAL HEALTH ENDOWMENT FUND TO PROVIDE FUNDING TO LOCAL AGENCIES THAT IMPROVE AND ENHANCE HEALTHCARE, WELLNESS AND QUALITY OF LIFE OF THE CITIZENS OF BRADLEY COUNTY, TENNESSEE.	Description

Field	Value	IRS element (for citing)
Total Program Service Expense	2734652	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	true	TermOrPermanentEndowments
Report Land Bldg Equip	true	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	true	ReportOtherLiabilities
Report Fin48 Footnote	false	ReportFin48Footnote
Independent Audit Financial Stmt	true	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	true	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	false	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	true	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	false	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	true	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	true	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transaction Related Entity	false	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	1	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	6	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Quid Pro Quo Contributions	false	QuidProQuoContributions
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	98	NbrVotingGoverningBodyMembers
Number Independent Voting Members	98	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	true	DocumentRetentionPolicy
Compensation Process CEO	true	CompensationProcessCEO
Compensation Process Other	true	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
Other Website	X	OtherWebsite
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	BRENDA ABEL	NamePerson
Telephone Number	4234792020	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	85 OCOEE STREET	AddressLine1
City	CLEVELAND	City
State	TN	State
ZIP Code	37311	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (21 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation
MICKEY TORBETT
CHAIRMAN	1.00	X	X	0	0	0
DARLIA CONN
DIRECTOR	1.00	X		0	0	0
ART RHODES
TREASURER	1.00	X	X	0	0	0
TERRY HENRY
CHAIR ELECT	1.00	X	X	0	0	0
RICH APPELDOORN
DIRECTOR	1.00	X		0	0	0
MICHAEL BALES
DIRECTOR	1.00	X		0	0	0
KEITH BARRETT
DIRECTOR	1.00	X		0	0	0
NANCY CASSON
DIRECTOR	1.00	X		0	0	0
CAMERON FISHER
SECRETARY	1.00	X	X	0	0	0
CAROLY JACKSON
DIRECTOR	1.00	X		0	0	0
MIKE JENNE
DIRECTOR	1.00	X		0	0	0
JOHN KIMBALL
DIRECTOR	1.00	X		0	0	0
CHALES KRECKLOW
DIRECTOR	1.00	X		0	0	0
JACK ROBBINS
DIRECTOR	1.00	X		0	0	0
CINDY SLATER
DIRECTOR	1.00	X		0	0	0
LEE STEWART
DIRECTOR	1.00	X		0	0	0
NELSON WOOLDRIDGE
DIRECTOR	1.00	X		0	0	0
DR PAUL CONN
DIRECTOR	1.00	X		0	0	0
DAN COOKE
DIRECTOR	1.00	X		0	0	0
JANEY COOKE
DIRECTOR	1.00	X		0	0	0
BRENDA ABEL
PRESIDENT	40.00		X	91450	0	14120

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	91450	TotalReportableCompFromOrg
Total Other Compensation	14120	TotalOtherCompensation
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources
All Other Contributions	2692243	AllOtherContributions
Noncash Contributions	33921	NoncashContributions
Total Contributions	2692243	TotalContributions

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	723738	TotalRevenueColumn
Exclusion	$723,738	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	22329494	Securities
Other	62396	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	21933624	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	395870	Securities
Other	62396	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	458266	TotalRevenueColumn
Exclusion	$458,266	ExclusionAmount

Other Revenue Misc OtherRevenueMisc

Field	Value	IRS element (for citing)
Description	OTHER INCOME	Description
Business Code	624100	BusinessCode
Total Revenue Column	14565	TotalRevenueColumn
Exclusion	$14,565	ExclusionAmount

Field	Value	IRS element (for citing)
Total Other Revenue	14565	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	3888812	TotalRevenueColumn
Exclusion	$1,196,569	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	2242510	Total
Program Services	2242510	ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	91450	Total
Program Services	48697	ProgramServices
Management And General	11660	ManagementAndGeneral
Fundraising	31093	Fundraising

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	137632	Total
Program Services	68033	ProgramServices
Management And General	18981	ManagementAndGeneral
Fundraising	50618	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	28675	Total
Program Services	14541	ProgramServices
Management And General	3855	ManagementAndGeneral
Fundraising	10279	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	36356	Total
Program Services	18157	ProgramServices
Management And General	4963	ManagementAndGeneral
Fundraising	13236	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	17590	Total
Program Services	9033	ProgramServices
Management And General	2216	ManagementAndGeneral
Fundraising	6341	Fundraising

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	4918	Total
Program Services	4918	ProgramServices

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	9000	Total
Program Services	5424	ProgramServices
Management And General	976	ManagementAndGeneral
Fundraising	2600	Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	119611	Total
Program Services	119611	ProgramServices

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	53460	Total
Program Services	43307	ProgramServices
Management And General	2769	ManagementAndGeneral
Fundraising	7384	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	29648	Total
Program Services	13658	ProgramServices
Management And General	4362	ManagementAndGeneral
Fundraising	11628	Fundraising

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	1841	Total
Program Services	828	ProgramServices
Management And General	276	ManagementAndGeneral
Fundraising	737	Fundraising

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	15061	Total
Program Services	6778	ProgramServices
Management And General	2259	ManagementAndGeneral
Fundraising	6024	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	470	Total
Program Services	212	ProgramServices
Management And General	70	ManagementAndGeneral
Fundraising	188	Fundraising

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	6171	Total
Program Services	2160	ProgramServices
Management And General	925	ManagementAndGeneral
Fundraising	3086	Fundraising

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	23412	Total
Program Services	23412	ProgramServices

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	13164	Total
Program Services	5924	ProgramServices
Management And General	1975	ManagementAndGeneral
Fundraising	5265	Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
UNCOLLECTED PLEDGES	103568	103568
REPAIRS & MAINTENANCE	4004	1802	601	1601
DUES AND SUBSCRIPTIONS	2795	1564	336	895
MISCELLANEOUS	1024	515	139	370

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	2942360	Total
Program Services	2734652	ProgramServices
Management And General	56363	ManagementAndGeneral
Fundraising	151345	Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	2749205	BOY
EOY	3280238	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	1146812	BOY
EOY	1657029	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	2197	BOY
EOY	6018	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	607586	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	513153	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	107596	BOY
EOY	94433	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	20532058	BOY
EOY	21646618	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	24537868	BOY
EOY	26684336	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	3642	BOY
EOY	23562	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	2099076	BOY
EOY	2258305	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	2102718	BOY
EOY	2281867	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	2292997	BOY
EOY	2550319	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	188031	BOY
EOY	713476	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	19954122	BOY
EOY	21138674	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	22435150	BOY
EOY	24402469	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	24537868	BOY
EOY	26684336	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	946452	ReconcilationRevenueExpenses
Reconcilation Other Changes	1020867	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited
Audit Committee	true	AuditCommittee
Financial Statement Separate	X	FinancialStatementSeparate
Federal Grant Audit Required	false	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org170b1 Avi	X	PubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	2071025	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	21588914	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	2324652	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1775880	CurrentTaxYearMinus1Year
Current Tax Year	2692243	CurrentTaxYear
Total	30452714	Total

Total170 Total170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	2071025	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	21588914	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	2324652	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1775880	CurrentTaxYearMinus1Year
Current Tax Year	2692243	CurrentTaxYear
Total	30452714	Total

Field	Value	IRS element (for citing)
Amounts Subst Contributors Total	171028	AmountsSubstContributorsTotal
Public Support Total170	30281686	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	80760	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	864273	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	937707	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	811774	CurrentTaxYearMinus1Year
Current Tax Year	723738	CurrentTaxYear
Total	3418252	Total

Other Income170 OtherIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	14833	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	17716	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	16195	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	14308	CurrentTaxYearMinus1Year
Current Tax Year	14565	CurrentTaxYear
Total	77617	Total

Field	Value	IRS element (for citing)
Total Support	33948583	TotalSupport
Public Support Pertcentage170	0.89200	PublicSupportPertcentage170
Public Support Pertcent Prior Year	0.91370	PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170	X	ThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Disclosed Orgs Legal Control	false	DisclosedOrgsLegalControl
Disclosed For Charitable Purposes	false	DisclosedForCharitablePurposes
Written Policy Monitoring	false	WrittenPolicyMonitoring
Sect170h Requirements Satisfied	false	Sect170hRequirementsSatisfied
Solicited Assets For Sale	false	SolicitedAssetsForSale
Agent Trustee Etc	false	AgentTrusteeEtc
Included On FS	false	IncludedOnFS

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	20134083	BeginningOfYearBalance
Investment Earnings Or Losses	2149658	InvestmentEarningsOrLosses
Grants Or Scholarships	393410	GrantsOrScholarships
Other Expenditures	76631	OtherExpenditures
Administrative Expenses	119581	AdministrativeExpenses
End Of Year Balance	21694119	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	17918841	BeginningOfYearBalance
Investment Earnings Or Losses	2793242	InvestmentEarningsOrLosses
Grants Or Scholarships	400224	GrantsOrScholarships
Other Expenditures	65933	OtherExpenditures
Administrative Expenses	111843	AdministrativeExpenses
End Of Year Balance	20134083	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	20509752	BeginningOfYearBalance
Investment Earnings Or Losses	-2036623	InvestmentEarningsOrLosses
Grants Or Scholarships	399179	GrantsOrScholarships
Other Expenditures	45758	OtherExpenditures
Administrative Expenses	109351	AdministrativeExpenses
End Of Year Balance	17918841	EndOfYearBalance

Field	Value	IRS element (for citing)
Permanent Endowment EOY Balance	0.97440	PermanentEndowmentEOYBalance
Endowments Held By Unrelated Orgs	false	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	false	EndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule R	false	AreRelatedOrgsListedScheduleR

Land Land

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	38493	OtherCostOrOtherBasis
Book Value	38493	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	488612	OtherCostOrOtherBasis
Depreciation	457616	Depreciation
Book Value	30996	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	80481	OtherCostOrOtherBasis
Depreciation	55537	Depreciation
Book Value	24944	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	94433	TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	ALLOCATIONS PAYABLE	Description
Amount	$2,258,305	Amount

Field	Value	IRS element (for citing)
Total Of Amounts	2258305	TotalOfAmounts
Total Revenue	3888812	TotalRevenue
Total Expenses	2942360	TotalExpenses
Excess Or Deficit For Year	946452	ExcessOrDeficitForYear
Net Unrealized GL On Investments	1020867	NetUnrealizedGLOnInvestments
Total Adjustments	1020867	TotalAdjustments
Excess Or Deficit Per FS	1967319	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	4790068	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	1020867	NetUnrealizedGainsInvestments
Revenue Not Rptd F990	1020867	RevenueNotRptdF990
Revenue Subtotal	3769201	RevenueSubtotal
Investment Expenses Not Included	119611	InvestmentExpensesNotIncluded
Revenue Not Rptd On Fin Stmt	119611	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	3888812	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	2822749	TotExpensesEtcAuditedFinclStmt
Expenses Subtotal	2822749	ExpensesSubtotal
Investment Expenses Not Included2	119611	InvestmentExpensesNotIncluded2
Expenses Not Rptd On Fin Stmt	119611	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	2942360	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

Field	Value	IRS element (for citing)
Identifier	INTENDED USES FOR ENDOWMENT FUNDS	Identifier
Return Reference	SCHEDULE D, PAGE 2, PART V, LINE 4	ReturnReference
Explanation	THE ENDOWMENT FUND WAS ESTABLISHED TO FUND LOCAL NON-PROFITS TO IMPROVE AND ENHANCE HEALTHCARE, WELLNESS AND QUALITY OF LIFE OF THE CITIZENS OF BRADLEY COUNTY.	Explanation

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	true	RecordsMaintained

Recipient Table RecipientTable (31 entries)

Address Line1AddressUS/AddressLine1	Address Line2AddressUS/AddressLine2	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	IRC SectionIRCSection	Amount Of Cash GrantAmountOfCashGrant	Business Name Line2RecipientNameBusiness/BusinessNameLine2
AMERICAN RED CROSS
304 20TH ST SE	PO BOX 2314	CLEVELAND	TN	37320	3	424689
BEHAVIORAL RESEARCH INSTITUTE
2292 CHAMBLISS AVE STE C	PO BOX 2965	CLEVELAND	TN	37320	3	51500
BIRTH DEFECTS CENTER
975 EAST THIRD ST		CHATTANOOGA	TN	37403	3	36894
BOYS & GIRLS CLUBS OF CLEVELAND
PO BOX 1511		CLEVELAND	TN	37364	3	358400
BOY SCOUTS OF AMERICA
6031 LEE HIGHWAY		CHATTANOOGA	TN	37421	3	114000	CHEROKEE COUNCIL
COMMITTEE ON AGING
PO BOX 3297		CLEVELAND	TN	37320	3	21858
PARTNERSHIP FOR FAMILIES CHILDREN
1800 MCCALLIE AVE		CHATTANOOGA	TN	37404	3	20000
CLEVELAND EMERGENCY SHELTER
PO BOX 3297		CLEVELAND	TN	37320	3	62503
FAMILY VIOLENCE SHELTER
3680 MICHIGAN AVE RD		CLEVELAND	TN	37323	3	75999
MOCASSIN BEND GIRL SCOUTS COUNCIL
1936 DAYTON BLVD	PO BOX 15969	CHATTANOOGA	TN	37415	3	39500
HIWASEE MENTAL HEALTH
940 SOUTH OCOEE ST	PO BOX 1499	CLEVELAND	TN	37364	3	11973
LEARNING CENTER FOR ADULTS & FAMILY
833 NORTH OCOEE ST		CLEVELAND	TN	37311	3	99062
SIGNAL CENTER
PO BOX 214		CLEVELAND	TN	37364	3	140000
TEAM EVALUATION CENTER
600 NORTH HOLTZCLAW AVE	SUITE 100	CLEVELAND	TN	37404	3	30978
CONTINGENCIES AND OTHER
PO BOX 193		CLEVELAND	TN	37364	3	196537
CLEVELAND FAMILY YMCA
220 URBANE ROAD		CLEVELAND	TN	37312	3	125200
UNITED WAY OF BRADLEY CO
PO BOX 193		CLEVELAND	TN	37364	3	33509
BEHAVIORAL RESEARCH INSTITUTE
2292 CHAMBLISS AVE STE C		CLEVELAND	TN	37311	3	15000
COURT APPOINTED SPECIAL ADVOCATE
170 N OCOEE STREET	SUITE 302A	CLEVELAND	TN	37311	3	20000
CAN
PO BOX 1167		CLEVELAND	TN	37364	3	19000	LEE UNIVERSITY
INSPIRING TOMORROW'S LEADERS TODAY
2810 WESTSIDE DR NW SUITE E	PO BOX 5404	CLEVELAND	TN	37320	3	8000	BICC
LUDIC
1120 NORTH OCOEE STREET		CLEVELAND	TN	37320	3	30000	LEE UNIVERSITY
STARFISH
2810 WESTSIDE DR NW SUITE E	PO BOX 5404	CLEVELAND	TN	37320	3	59710	BICC
YOUTH COUNSELING CENTER
555 N OCOEE STREET		CLEVELAND	TN	37311	3	84917	BRAD/CLEV REHAB SERVICES
GREENWAY TABLE
PO BOX 5382		CLEVELAND	TN	37320	3	20000
HOPE CENTER
781 N OCOEE STREET		CLEVELAND	TN	37311	3	35000
MOSAIC CENTER ORMS
PO BOX 2624		CLEVELAND	TN	37320	3	9991
OCOEE OUTREACH
2707 N OCOEE STREET		CLEVELAND	TN	37312	3	25000
PE4LIFE
BRADLEY COUNTY SCHOOLS	800 S LEE HWY	CLEVELAND	TN	37311	3	26950
RONALD MCDONALD HOUSE
200 CENTRAL AVENUE		CHATTANOOGA	TN	37402	3	19440
SENIOR CITIZENS HOME ASSISTANCE SER
3555 KEITH STREET SUITE 112		CLEVELAND	TN	37312	3	25000

Field	Value	IRS element (for citing)
Total Nbr Of501 C3 And Govt Grants	32	TotalNbrOf501C3AndGovtGrants

Form990 Schedule I Part IV Form990ScheduleIPartIV

Field	Value	IRS element (for citing)
Identifier	PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES	Identifier
Return Reference	SCHEDULE I, PAGE 1, PART I, LINE 2	ReturnReference
Explanation	GRANTEES ARE REQUIRED TO SUBMIT BUDGET REQUESTS TO BE APPROVED FOR GRANTS. GRANTEES ARE THEN REQUIRED TO SUBMIT MONTHLY FINANCIAL INFORMATION TO SUPPORT DRAW REQUEST ON GRANT.	Explanation

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	1	NumberOfContributions
Noncash Contribs Rptd F990	33921	NoncashContribsRptdF990
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenues

Field	Value	IRS element (for citing)
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts	false	ReviewProcessUnusualNCGifts
Third Parties Used	false	ThirdPartiesUsed

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
EXPLANATION ON VOLUNTEERS AND TYPES OF SERVICES OR BENEFITS	FORM 990, PAGE 1, PART I, LINE 6	INDIVIDUALS VOLUNTEER THEIR TIME AND PERFORM A VARIETY OF TASKS THAT ASSIST THE ORGANIZATION WITH CAMPAIGN SOLICITATIONS AND VARIOUS COMMITEE ASSIGNMENTS.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990	FORM 990, PAGE 6, PART VI, LINE 11B	THE AUDITOR PRESENTS THE AUDIT TO THE EXECUTIVE COMMITTEE FOR APPROVAL PRIOR TO FILING FORM 990. THE 990 IS REVIEWED BY THE PRESIDENT AND IS AVAILABLE FOR THE EXECUTIVE COMMITTEE AND/OR BOARD.
ENFORCEMENT OF CONFLICTS POLICY	FORM 990, PAGE 6, PART VI, LINE 12C	ANY VIOLATIONS OF THE CONFLICT OF INTEREST POLICY ARE TO BE REPORTED TO PRESIDENT AND PRESENTED TO THE EXECUTIVE COMMITTEE FOR RESOLUTION.
COMPENSATION PROCESS FOR TOP OFFICIAL	FORM 990, PAGE 6, PART VI, LINE 15A	A PERSONNEL COMMITTEE COMPRISED OF 4 TO 5 VOLUNTEERS REVIEWS AREA AND/OR UNITED WAY WORLDWIDE SALARY RANGES AND APPROVES SALARY OF PRESIDENT.
COMPENSATION PROCESS FOR OFFICERS	FORM 990, PAGE 6, PART VI, LINE 15B	A PERSONNEL COMMITTEE COMPRISED OF 4 TO 5 VOLUNTEERS REVIEWS AREA AND/OR UNITED WAY WORLDWIDE SALARY RANGES AND DETERMINES SALARIES. THE PRESIDENT DISCUSSES STAFF PERFORMANCE WITH PERSONNEL COMMITTEE PRIOR TO APPROVAL OF SALARIES.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION	FORM 990, PAGE 6, PART VI, LINE 19	DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC BY REQUEST.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

Field	Value	IRS element (for citing)
Business Name Line1	UW BRADLEY CO ENDOWMENT TRUST	BusinessNameLine1

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	PO BOX 193	AddressLine1
City	CLEVELAND	City
State	TN	State
ZIP Code	37364	ZIPCode

Field	Value	IRS element (for citing)
EIN	581984790	EIN
Primary Activities	SUPPORT UW	PrimaryActivities
Legal Domicile State	TN	LegalDomicileState
Exempt Code Section	3	ExemptCodeSection
Public Charity Status	7	PublicCharityStatus

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	NA	BusinessNameLine1

Field	Value	IRS element (for citing)
Controlled Org	false	ControlledOrg

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	false	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	false	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	false	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	false	LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org	false	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	false	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	false	ExchangeOfAssets
Rental Of Facilities To Other Orgs	false	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	false	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	false	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	false	PerformOfServicesByOtherOrgs
Sharing Of Facilities	false	SharingOfFacilities
Sharing Of Paid Employees	false	SharingOfPaidEmployees
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	false	OtherTransferToOtherOrg
Other Transfer From Other Org	false	OtherTransferFromOtherOrg