2011-10-17T11:34:20-05:00 2011-06-30 HUBBARD DAVIS CPAS LLP 990 LAKE HUNTER CIRCLE STE 207 MOUNT PLEASANT SC 29464 990 2010-07-01 570314378 TRIDENT UNITED WAY TRID 8437409000 PO BOX 63305 NORTH CHARLESTON SC 294193305 CHRIS KERRIGAN 8437409000 2011-09-30 1 8438813315 2010 2016-03-07 17:11:31Z CHRIS KERRIGAN PO BOX 63305 NORTH CHARLESTON SC 294193305 11427790 0 X WWW.TUW.ORG X 1946 SC TUW SERVES THE COMMUNITY THROUGH COMMUNITY INVESTMENT, HEALTH, EDUCATION, FINANCIAL STABILITY AND CONNECTING THE COMMUNITY PROGRAMS. 43 43 92 8952 0 0 10049726 10700107 356057 211983 299756 315926 -47377 19433 10658162 11247449 6107453 2252598 0 0 2566737 3022184 0 0 1046052 1626087 5258504 10300277 10533286 357885 714163 15132533 16727167 922136 983461 14210397 15743706 X TRIDENT UNITED WAY (THE ORGANIZATION) ESTABLISHES A COMMUNITY STRATEGY AND IMPLEMENTS SOCIAL SERVICES AGENDA IN FOUR (4) PROGRAM AREAS: HEALTH, EDUCATION, FINANCIAL STABILITY, AND CONNECTING THE COMMUNITY. IN ADDITION, FINANCIAL SUPPORT TO PROGRAMS PROVIDING HEALTH AND HUMAN SERVICES DIRECTLY ALIGNED TO THE AGENDA ARE DISTRIBUTED THROUGH THE COMMUNITY INVESTMENTS PROCESS. THE ORGANIZATION IS SUPPORTED PRIMARILY THROUGH AN ANNUAL CAMPAIGN WITH LOCAL EMPLOYERS, INDIVIDUALS, FEDERAL AND STATE GRANTS, FEES FOR SERVICES, AND THE OTHER UNITED WAY ORGANIZATIONS. 0 0 4384445 4384445 COMMUNITY INVESTMENTCOMMUNITY INVESTMENT IS THE PROCESS BY WHICH TRIDENT UNITED WAY, GUIDED BY HUNDREDS OF VOLUNTEERS, DETERMINES HOW BEST TO INVEST THE FINANCIAL RESOURCES CONTRIBUTED BY DONORS IN PROGRAMS THAT HELP PEOPLE IN NEED IN THE TRI-COUNTY COMMUNITY. TRIDENT UNITED WAY IS FOCUSED ON THE ISSUES OF EDUCATION, FINANCIAL STABILITY AND HEALTH. THESE ARE THE BUILDING BLOCKS OF A GOOD LIFE - A QUALITY EDUCATION THAT LEADS TO A STABLE JOB THAT PROVIDES ENOUGH INCOME TO RAISE A FAMILY AND MAINTAIN GOOD HEALTH. HUNDREDS OF VOLUNTEERS AND PARTNER ORGANIZATIONS FROM THROUGHOUT BERKELEY, CHARLESTON AND DORCHESTER COUNTIES WORKED WITH TRIDENT UNITED WAY THIS YEAR TO RE-FOCUS OUR EFFORTS AROUND BROAD COMMUNITY GOALS. THESE GOALS-TO SLASH THE DROPOUT RATE BY 60%, REDUCE THE NUMBER OF PEOPLE AT OR NEAR POVERTY BY 30% AND BOOST THE NUMBER OF PEOPLE LIVING HEALTHY BY 25%, ALL BY 2020-FORM THE BEDROCK OF TUW WORK GOING FORWARD. TRIDENT UNITED WAY HAS AN UNWAVERING COMMITMENT TO TWO PRINCIPLES THAT UNDERLIE ALL COMMUNITY INVESTMENTS: FISCAL RESPONSIBILITY AND MEASURABLE RESULTS. VOLUNTEERS ARE TRAINED BY STAFF TO INVEST COMMUNITY DOLLARS IN PROGRAMS THAT MEASURABLY IMPROVE PEOPLES LIVES. TRIDENT UNITED WAY INVESTS ABOUT $7 MILLION IN PROGRAMS MEASURABLY HELPING PEOPLE IN NEED IN OUR COMMUNITY. THE ORGANIZATION ALSO FORWARDS ROUGHLY $2.2 MILLION IN GIFTS DESIGNATED BY DONORS TO OTHER ORGANIZATIONS. 1295173 1295173 CONNECTING THE COMMUNITYTRIDENT UNITED WAY CREATES SYSTEMS TO INFORM AND MOBILIZE THE COMMUNITY, WITH PARTICULAR EMPHASIS ON PROMOTING VOLUNTEERISM IN THE TRI-COUNTY REGION. THE CONNECTING THE COMMUNITY PROGRAM AREA IS ANCHORED BY 2-1-1 HOTLINE, WHICH ALLOWS RESIDENTS OF THE LOWCOUNTRY TO GET OR GIVE HELP 24-HOURS-A-DAY. EMPLOYING THE STATES MOST COMPREHENSIVE AND UP-TO-DATE DATABASE OF COMMUNITY RESOURCES, 2-1-1 HOTLINE IS FREE AND CONFIDENTIAL, AND SERVED MORE THAN 56,000 CALLERS IN 2010. MOST OF THE CALLS ARE FOR HELP WITH BASIC NEEDS, BUT 2-1-1 ALSO ANSWERS CALLS ABOUT CHILD ABUSE, SUICIDE AND OTHER CRISIS. THE VOLUNTEER ASPECT OF 2-1-1 HOTLINE WORK STARTS WITH TRIDENT UNITED WAY DAY OF CARING, CONSISTENTLY THE LARGEST DAY OF CARING IN THE NATION. IN 2010, 7,100 PEOPLE VOLUNTEERED ON SEPT. 11 AT 400 PROJECTS AROUND THE THREE COUNTIES. THAT OUTPOURING OF SUPPORT IS WORTH $1 MILLION IN LABOR AND SUPPLIES AND HAS BEEN DOCUMENTED TO INCITE FURTHER VOLUNTEERISM THROUGHOUT THE YEAR BY BOTH COMPANIES AND INDIVIDUALS. THOSE INTERESTED IN OTHER VOLUNTEER OPPORTUNITIES CAN DIAL 2-1-1, SEARCH ONLINE, OR CONSULT THE GO VOLUNTEER GUIDE, A COMPREHENSIVE VOLUNTEER OPPORTUNITY COMPENDIUM PUBLISHED ANNUALLY BY TUW. TRIDENT UNITED WAY ALSO ORGANIZES TRI-COUNTY YOUTH SERVICE DAY, A DAY OF CARING FOR TEENS, IN APRIL. ROUGHLY 2,000 YOUTH PARTICIPATED IN 2010. RESEARCH SHOWS THAT CHILDREN WHO VOLUNTEER IN THEIR COMMUNITY ARE SIGNIFICANTLY MORE LIKELY TO CONTINUE VOLUNTEERING INTO ADULTHOOD. BEGUN JUST THIS PAST YEAR, TRIDENT UNITED WAY CORPORATE VOLUNTEER COUNCIL (CVC) ALREADY COMPRISES 40 COMPANY REPRESENTATIVES AND BOASTS A NATIONAL AWARD FROM THE POINTS OF LIGHT FOUNDATION. CVC IS A ROBUST EFFORT TO HELP LOCAL COMPANIES MAKE COMMUNITY SERVICE PART OF THEIR CORPORATE CULTURE. FUNDED PARTNERS WORKING TO CONNECT PEOPLE TO RESOURCES HAVE DEMONSTRATED MEASURABLE RESULTS. THE RED CROSS RETIRED & SENIOR VOLUNTEER PROGRAM (RSVP) CONNECTED MORE THAN 1,700 VOLUNTEERS TO NON-PROFIT AGENCIES, HELPING 73% OF THEM INCREASE THEIR VOLUNTEER BASE. MORE THAN HALF OF THE PARTICIPANTS IN THE RED CROSS VOLUNTEER SERVICES PROGRAM DECIDED TO VOLUNTEER ELSEWHERE AS WELL. 544569 544569 EDUCATIONTRIDENT UNITED WAY EDUCATION INITIATIVES ARE AIMED AT HELPING YOUNG CHILDREN PREPARE TO SUCCEED IN SCHOOL AND GRADUATE HIGH SCHOOL. THESE TWIN GOALS ARE THE FIRST STEP IN BECOMING HEALTHY, HAPPY AND PRODUCTIVE CITIZENS. TRIDENT UNITED WAY INVESTED $2.2 MILLION IN EDUCATION PROGRAMS, INCLUDING NEARLY $1 MILLION IN ITS INNOVATIVE LINKS TO SUCCESS, A RESEARCH-BACKED SCHOOL-BASED ACADEMIC SUCCESS INITIATIVE THAT BRINGS ACADEMIC AND NON-ACADEMIC PROGRAMS INTO LOW-PERFORMING SCHOOLS. THE INITIATIVE HAS PRODUCED IMPRESSIVE RESULTS-87% OF THE CHILDREN IN THE PROGRAMS HAVE IMPROVED THEIR READING TEST SCORES AND 83% IMPROVED THEIR MATH TEST SCORES-BECAUSE MULTIPLE PARTNER ORGANIZATIONS WORK CLOSELY WITH THE SCHOOLS THEMSELVES TO DELIVER SPECIFIC SERVICES DIRECTLY TO AT-RISK CHILDREN. A SPECIAL SERVICE PROVIDED BY TRIDENT UNITED WAY FOR THE LAST DECADE IS CHILD CARE RESOURCE & REFERRAL (CCR&R), WHICH HELPS THOUSANDS OF FAMILIES FIND THE CHILD CARE THAT IS RIGHT FOR THEM AND WORKS WITH CHILD CARE PROVIDERS TO IMPROVE THE QUALITY OF THEIR SERVICES. CCR&R HAS HELPED LOCAL CHILD CARE PROVIDERS EARN NATIONAL ACCREDITATION. OUR PARTNERS ACHIEVED NOTABLE QUANTIFIABLE RESULTS. AT THE BIG BROTHER BIG SISTERS PROGRAM, OPERATED BY CAROLINA YOUTH DEVELOPMENT CENTER, 73% OF AT-RISK (LITTLES) ABSTAINED FROM ANTI-SOCIAL BEHAVIOR. NEARLY ALL OF THE GIRLS AT FLORENCE CRITTENTON RESIDENTIAL PROGRAM IMPROVED BOTH THEIR MATH AND READING SCORES. ALL OF THE WOMEN IN MUSC FAMILY LITERACY PROGRAM INCREASED THE AMOUNT OF TIME THEY SPENT READING WITH THEIR BABIES. 436339 436339 HEALTHTRIDENT UNITED WAY HEALTH INITIATIVES FOCUS ON HELPING PEOPLE GET THE RIGHT CARE IN THE RIGHT PLACE AT THE RIGHT TIME. SPECIFICALLY, TUW IS WORKING TO IMPROVE ACCESS TO HEALTH CARE AND TO HELP REDUCE THE INCIDENCE OF PREVENTABLE CHRONIC DISEASES IN OUR COMMUNITY. MOST NOTABLE IS TUW WORK CONVENING AN UNPRECEDENTED COLLABORATION OF AREA HEALTH CARE PROVIDERS IN AN EFFORT TO PROVIDE CARE TO LOW-INCOME UNINSURED PEOPLE IN A MORE COMPREHENSIVE AND COST-EFFECTIVE WAY. KNOWN AS ACCESSHEALTH AND FUNDED BY TUW, AREA HOSPITALS AND A THREE-YEAR $750,000 DUKE ENDOWMENT GRANT, ACCESSHEALTH HAS ALREADY BEGUN CONNECTING PEOPLE TO THE CARE THEY NEED. BECAUSE THE COST OF CARE FOR UNINSURED PATIENTS IS ULTIMATELY BORNE BY EVERYONE ELSE, ACCESSHEALTH COULD EVENTUALLY HELP SLOW THE INCREASE IN YOUR HEALTH CARE COSTS. FUNDED PARTNERS WORKING TO IMPROVE PEOPLE HEALTH HAVE DEMONSTRATED MEASURABLE RESULTS. WELLVISTA SMILES FOR A LIFETIME PROGRAM TAUGHT 99% OF THE 339 CHILDREN THEY SAW HOW TO PROPERLY BRUSH THEIR TEETH. TWO-THIRDS OF THEM IMPROVED THEIR ORAL HYGIENE. CLIENTS OF TRI-COUNTY PROJECT CARE REDUCED THEIR ER VISITS BY HALF. NEARLY HALF OF THE DIABETES PATIENTS SEEN THROUGH PALMETTO PROJECT ACCESSNET IMPLEMENTED SELF-CARE PLANS TO AVOID COMPLICATIONS AND HOSPITALIZATION. 253556 253556 FINANCIAL STABILITYTRIDENT UNITED WAY FINANCIAL STABILITY INITIATIVES ARE AIMED AT HELPING FAMILIES BECOME FINANCIALLY STABLE AND BEGIN TO BUILD FINANCIAL ASSETS. TRIDENT UNITED WAY INVESTED NEARLY $1 MILLION DOLLARS IN PROGRAMS THAT HELP PEOPLE BUILD FINANCIAL ASSETS. AMONG THESE IS A PARTNERSHIP AMONG TUW, TRIDENT URBAN LEAGUE AND THE IRS TO PROVIDE FREE TAX PREPARATION SERVICES TO HARD-WORKING LOW- AND MODERATE-INCOME FAMILIES. THE VOLUNTEER INCOME TAX ASSISTANCE (VITA) PROGRAM HELPED 2,700 FAMILIES CLAIM $3 MILLION IN CREDITS AND REFUNDS, AND AVOID UNSCRUPULOUS TAX PREPARERS THAT CHARGE OUTRAGEOUS FEES AND PUSH UNNECESSARY AND EXPENSIVE RAPID REFUND LOANS. TRIDENT UNITED WAY ALSO WORKS TO CREATE EFFICIENCY IN THE PROVISION OF EMERGENCY ASSISTANCE, LIKE FOOD, CLOTHING AND SHELTER, AND TO AVOID DUPLICATION OF SERVICES. NOWHERE IS THIS MORE EVIDENT THAN IN TUW PARTNERSHIP WITH HUMAN NEEDS NETWORK TO BRING TO THE COMMUNITY CHARITY TRACKER, A WEB-BASED TRACKING SYSTEM THAT HELPS STREAMLINE SERVICES BY CONNECTING ALL AREA PROVIDERS OF BASIC NEEDS TO ONE ONLINE SYSTEM. AGENCIES AND CHURCHES HAVE PARTNERED TO HELP 20,000 FAMILIES CLAIM NEARLY $3 MILLION IN EMERGENCY AID FOR RENT, UTILITIES AND MEDICATIONS.TRIDENT UNITED WAY ALSO HELPED TO BRING THE BENEFIT BANK TO THE LOWCOUNTRY. PARTNERING WITH THE STATE OFFICE OF RURAL HEALTH AND DOZENS OF AGENCIES THAT PROVIDE FOOD, CLOTHING AND SHELTER, BENEFIT BANK IS A WEB-BASED SERVICE THAT HELPS PEOPLE DETERMINE THEIR ELIGIBILITY FOR WORK SUPPORTS AND COMPLETE APPLICATIONS FOR THEM ALL AT ONCE. BENEFIT BANK NOW SERVES PEOPLE AT DOZENS OF SITES IN THE THREE COUNTIES WITH THE HELP OF EIGHT AMERICORPS MEMBERS SELECTED FOR DUTY BY TUW. TO ENSURE ITS SERVICES ARE AVAILABLE THROUGHOUT THE TRI-COUNTY AREA 2,500 SQUARE MILES, TUW OPERATES SERVICES CENTERS IN BERKELEY AND DORCHESTER COUNTIES. THE DORCHESTER SERVICE CENTER IN DOWNTOWN SUMMERVILLE HOUSES 13 PROGRAMS SERVING 26,000 CLIENTS IN 2009. THE BERKELEY SERVICE CENTER IN DOWNTOWN MONCKS CORNER HOUSES 18 PROGRAMS SERVING 17,000 CLIENTS IN 2009. OUR FUNDED PARTNERS HAVE PRODUCED SOME IMPRESSIVE RESULTS. NINETY-FIVE PERCENT OF DEVELOPMENTALLY DISABLED CLIENTS OF THE BERKELEY INDUSTRIES SKILLS TRANSITION PROGRAM AT BERKELEY CITIZENS, INC. HELD JOBS AND 93% OF THEM IMPROVED THEIR VOCATIONAL SKILLS. EIGHTY-SIX PERCENT OF THE CLIENTS IN CRISIS MINISTRIES TRANSITIONAL PROGRAM GAINED THE RESOURCES,USUALLY THROUGH EMPLOYMENT,TO MOVE INTO COMMUNITY HOUSING. OF THE 61 CLIENTS OF TRIDENT LITERACY ASSOCIATION ADULT EDUCATION PROGRAM WHO TOOK THE GED EXAM, 53 PASSED. 2252598 2252598 DONOR DESIGNATIONSDURING THE CAMPAIGN DONDORS INDICUATE ON PLEDGE CARDS THEIR DONOR DESIGNATIONS. THESE ARE RECORDED AND HONORED AS THE PLEDGES ARE RECEIVED. 28491 0 MISCELLANEOUS PROGRAMSBASIC NEEDSTHROUGH ITS SAFETY NET PROGRAM AREA, TRIDENT UNITED WAY FUNDS 25 PROGRAMS OFFERING SAFETY NET SERVICES WITH MORE THAN $1.5 MILLION. IN ADDITION, TUW ADMINISTERED FEDERAL GRANTS TO ROUGHLY 40 AGENCIES HELPING PEOPLE IN THE DIREST NEED. COMMUNICATIONMOST OF TRIDENT UNITED WAY WORK INVOLVES DEVELOPING AND FUNDING PROGRAMS THAT ACHIEVE MEASURABLE RESULTS, FOSTERING COLLABORATIONS, AND STRENGTHENING SYSTEMS THAT LEAD TO GREATER EFFECTIVENESS AND EFFICIENCY. HOWEVER, THE ORGANIZATION ALSO DEDICATES RESOURCES TO EDUCATING THE COMMUNITY ABOUT HUMAN SERVICE ISSUES AND POTENTIAL SOLUTIONS. TUW DEDICATES ONE PERCENT OF REVENUES TO COMMUNICATING WITH THE COMMUNITY AND REPORTING TO DONORS ABOUT THE MEASURABLE DIFFERENCE THEIR CONTRIBUTIONS ARE MAKING IN PEOPLES LIVES. IN 2010, TUW PARTNERED WITH AREA MEDIA FOR NEARLY A QUARTER OF A MILLION DOLLARS-WORTH OF TIME, SPACE, VISITS AND VIEWS AT A COST OF ROUGHLY $50,000, A PAYOFF OF ROUGHLY $5 FOR EVERY DOLLAR SPENT. COMMUNICATION WITH DONORS IS A YEAR-ROUND EFFORT, STARTING WITH MONTHLY EMAIL NEWSLETTER, THE ONE MINUTE UPDATE. TUW UPDATES ITS WEBSITE (TUW.ORG) DAILY AND POSTS NEW INFORMATION EVEN MORE FREQUENTLY ON ITS FACEBOOK (FACEBOOK.COM/TRIDENTUNITEDWAY) AND TWITTER (TWITTER.COM/ TRIDENTUWAY) PAGES. THROUGH THESE VARIOUS TOOLS, TUW AIMS TO 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. TRIDENT UNITED WAY ALSO PROVIDES LIMITED TECHNICAL PR AND MARKETING ASSISTANCE TO FUNDED PARTNERS. TUW HAS HELPED PARTNER ORGANIZATIONS ACCESS FREE ADVERTISING, ENGAGE THE PROBONO SERVICES OF MARKETING COMMUNICATIONS AGENCIES, DEVELOP MARKETING PLANS FOR FUNDRAISING EVENTS AND CONNECT WITH NEWS MEDIA. IN THE PAST YEAR, UNITED WAY MARKETING SUPPORT HELPED THE FOOD BANK DOUBLE THE SIZE OF ITS LARGEST FOOD DRIVE AND WIN A NATIONAL COMPETITION FOR $100,000 IN WALMART CONTRIBUTIONS, $70,000 OF WHICH WENT TO THE FOOD BANK AND $30,000 OF WHICH WENT TO THE BENEFIT BANK. 2970984 2942493 9195171 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 92 0 0 0 0 0 0 0 0 0 X 43 43 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 SC X MARK CARMICHAEL 8437409000 P O BOX 63305 NORTH CHARLESTON SC 29419 NELLA G BARKLEY 2.00 X 0 0 0 CINDY BRAMS 2.00 X 0 0 0 LONNIE CARTER 6.00 X X 0 0 0 GIFF DAUGHTRIDGE 2.00 X 0 0 0 DAN DAVIS 2.00 X 0 0 0 DAVID L DUNLAP 2.00 X 0 0 0 MARK J DUNLAY 2.00 X 0 0 0 RICHARD A FARRIER 2.00 X 0 0 0 CAROL FISHMAN 2.00 X 0 0 0 TODD GALLATI 2.00 X 0 0 0 JERRY P GAZES 2.00 X 0 0 0 DAVID A GEER 2.00 X 0 0 0 JAMES W GRAY 2.00 X 0 0 0 MOLLY F GREENE 2.00 X 0 0 0 WILLIAM HAWKINS 2.00 X 0 0 0 WILLIAM S HELMLY 2.00 X 0 0 0 F KIN HILL 2.00 X 0 0 0 BRUCE W HOFFMAN 2.00 X 0 0 0 RON JOCOBS 2.00 X 0 0 0 DON E KASSING 5.00 X X 0 0 0 DAVID MACK 2.00 X 0 0 0 NANCY J MCGINLEY 2.00 X 0 0 0 JULIE MEDICH 2.00 X 0 0 0 LISA MITCHELL 2.00 X 0 0 0 LISA MONTGOMERY 2.00 X 0 0 0 WILLIAM A MOODY 5.00 X X 0 0 0 GENE OSWALT 2.00 X 0 0 0 ANTHONY PARKER 2.00 X 0 0 0 CHARLES PATRICK 2.00 X 0 0 0 GRETCHEN PENNEY 2.00 X 0 0 0 JOHN RUSS 5.00 X X 0 0 0 DAVID R SCHOOLS 2.00 X 0 0 0 RITA SCOTT 2.00 X 0 0 0 KENNETH SEEGER 2.00 X 0 0 0 CHERIE TOLLEY 2.00 X 0 0 0 JASON WARD 2.00 X 0 0 0 ROBERT WHITTEN 2.00 X 0 0 0 JEREMY WILLITS 2.00 X 0 0 0 PATRICIA WILSON 2.00 X 0 0 0 COL JOHN WOOD 2.00 X 0 0 0 LINDA WOODSIDE 2.00 X 0 0 0 CLARENCE WRIGHT 2.00 X 0 0 0 ANITA ZUCKER 2.00 X 0 0 0 CHRIS KERRIGAN 50.00 X X 185551 0 46531 BONNIE BELLA 50.00 X 107075 0 19011 DAVI NICOLE 50.00 X 107524 0 22665 400150 0 88207 3 0 1 0 LOWCOUNTRY FOOD BANK 2864 AZALEA DRIVE CHARLESTON SC 29405 PROGRAM SERVICES 324190 CIS CHARLESTON 1090 EAST MONTAGUE AVE CHARLESTON SC 29403 EDUCATIOPN LINKS TO SUCCESS 290281 AMERICAN RED CROSS CAROLINA LOWCOUNTRY 8085 RIVERS AVE SUTIE F NORTH CHARLESTON SC 29406 PROGRAM SERVICES 275987 CRISIS MINISTRIES PO BOX 20038 CHARLESTON SC 29413 PROGRAM SERVICES 215173 CAROLINA YOUTH DEVELOPMENT CENTER 5055 LACKAWANNA BLVD NORTH CHARLESTON SC 29406 PROGRAM SERVICES 213744 5 745578 9954529 10700107 PROGRAM SERVICE FEES 519100 211983 211983 211983 228515 228515 199774 180341 19433 19433 19433 87411 87411 87411 87411 11247449 547342 0 0 2252598 2252598 185551 111331 18555 55665 2171330 1621111 100358 449861 207745 124647 20775 62323 285243 171146 28524 85573 172315 103389 17232 51694 47483 28490 4748 14245 530624 370650 76916 83058 86983 84284 570 2129 116599 59279 17599 39721 257348 143984 96155 17209 69522 45487 4766 19269 187132 106911 11222 68999 60688 22930 30300 7458 21728 5296 14998 1434 ALLOCATIONS 3711986 3711986 UW NATIONAL FEES 151110 110511 13581 27018 PRINTING 149898 85995 6915 56988 MISCELLANEOUS 34493 35146 1239 -1892 BANK CHARGES 13251 7951 5300 -180341 -180341 10533286 9195171 292063 1046052 2716207 3196325 413351 670231 3775880 3899188 133140 71689 123193 22814 2213923 610321 1589893 1603602 6381317 7263318 -448 15132533 16727167 922136 983461 922136 983461 X 8781892 10014026 4960977 5170074 467528 559606 14210397 15743706 15132533 16727167 X 714163 819146 X 0 0 0 X 10768114 10324337 10252152 10405783 10912090 52662476 10768114 10324337 10252152 10405783 10912090 52662476 52662476 711229 268802 376461 299756 315926 1972174 120104 23532 5358 -47377 19433 121050 54755700 0.96180 0.96080 X 467528 20562 102707 -31191 559606 616784 82032 -3220 -12000 -216068 467528 1.00000 0 0 490000 490000 1539163 541654 997509 184760 68667 116093 1603602 11247449 10533286 714163 819146 819146 1533309 9946855 819146 180341 999487 8947368 47483 2252598 2300081 11247449 8413546 180341 180341 8233205 47483 2252598 2300081 10533286 THE $180,341 IS COMMERICAL RENTAL EXPENSES. 1 TUW AND CFC DONOR DESIGNATIONS PO BOX 63305 NORTH CHARLESTON SC 29419 2252598 TUW AND CFC DONOR DESIGNATIONS FROM ANNUAL CAMPAIGN TUW - BOARD DIRECTED ALLOCATIONS TO OTHER NOT-FOR-PROFITS PO BOX 63305 NORTH CHARLESTON SC 29419 3711986 COMMUNITY INVESTMENTS FROM TUW - SELECTED BY A COMMITTEE OF COMMUNITY LEADERS AND MONITORED BY TUW. PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: DONOR DESIGNATIONS AND THERE IS A COMMUNITY INVESTMENT COMMITTEE MADE UP OF COMMUNITY LEADERS THAT SELECT GRANT RECIPIENTS BASED ON APPLICATIONS AND PROGRAM MONITORING. 1 X X X X 0 0 0 0 0 0 0 0 0 CHRIS KERRIGAN 171018 0 14533 0 0 0 0 0 46531 0 232082 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE FINANCE COMMITTEE AND THE VP OF FINANCE 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 15A THE BOARD OF DIRECTOR EXECUTIVE COMMITTEE HAS STAFF PROVIDE A SALARY COMPARISON TO OTHER UNITED WAYS. NATIONAL PROVIDES SIGNIFICANT INFORMATION. FORM 990, PART VI, SECTION C, LINE 18 POLICIES AND PROCEDURES ARE AVAILABLE TO THE PUBLIC ON THE NATIONAL WEBSITE AND FINANCIAL INFORMATION IS AVAILABLE THROUGH GUIDESTAR.ORG WEBSITE. FORM 990, PART VI, SECTION C, LINE 19 POLICIES AND PROCEDURES ARE AVAILABLE TO THE PUBLIC ON THE NATIONAL WEBSITE AND FINANCIAL INFORMATION IS AVAILABLE THROUGH GUIDESTAR.ORG WEBSITE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 819146.