2011-02-14T10:37:52-07:00 2010-06-30 990 2009-07-01 042687831 UNITED WAYS OF NEW ENGLAND INC UNIT 6176248000 51 Sleeper Street Boston MA 02210 Patricia Latimore 6176248000 2011-02-14 2009 2016-02-24 21:20:13Z United Ways of New England Inc 51 Sleeper Street Boston MA 02210 11391138 0 X www.uwone.org X 1979 MA Each United Way in the UWONE partnership is working to address community issues and challenges in its region in an innovative and collaborative manner. All of the United Ways in this partnership are working to ensure that children enter school ready to learn and achive, that youth stay engaged in school and graduate from high school with options for the future and that individuals and familes can achieve financial stability through job training and housing. 11 9 0 100 0 0 13582675 11390764 0 0 48750 374 0 0 13631425 11391138 12604017 10886232 0 0 0 0 0 0 0 1189393 1131072 13793410 12017304 -161985 -626166 10646863 9250591 7791978 7021872 2854885 2228719 None 0 0 10886232 10886232 0 United Ways of New England, Inc. (UWONE) is a charitable fundraising support organization and classified as a Type III 509 (a)(3) organization. UWONE was established as a cooperative venture among local, neighboring United Ways in eastern New England for the purposes of planning, coordinating and executing regional fund-raising campaigns directed to selected major business organizations in the area. As of December 1996, the name of the organization was officailly changed to United Ways of New England, Inc. (UWONE). The board of directors is comprised of eleven members, most of whom ar senior executives from participating companies. The board works closely with an advisory committee comprised of CEO's from local United Ways in Massachusetts, Rhode Island and New Hampshire. 0 0 0 10886232 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 11 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X Patricia Latimore CFO 6176248000 51 Sleeper Street Boston MA 02210 Gary L Countryman 2 X 0 0 0 Bruce Bacon 2 X 0 0 0 Michael Durkin 2 X 0 0 0 James Fowler 2 X 0 0 0 Philip Grzewinski 2 X 0 0 0 Charles Jerabek 2 X 0 0 0 Donald Mattise 2 X 0 0 0 Robert Powers 2 X 0 0 0 Paul McDonough 2 X 0 0 0 Pat Sullivan 2 X 0 0 0 Mike Killilea 2 X 0 0 0 Steve Sheehan 2 X 0 0 0 Michele Courton Brown 2 X 0 0 0 Richard Moore 2 X 0 0 0 Maura O Banta 2 X 0 0 0 Allen Maltz 2 X 0 0 0 Patricia Latimore 2 X 0 0 0 John A Ross 2 X 0 0 0 Peter Thomas 40 X X 0 123831 26101 0 123831 26101 0 0 0 0 United Way of Massachusetts Bay Inc 51 Sleeper Street Boston MA 02210 management fees 1131072 1 0 0 0 0 0 11390764 110091 11390764 0 374 0 0 374 0 0 0 0 0 0 0 0 0 0 0 0 0 0 11391138 0 0 374 10886232 10886232 0 0 0 1131072 1131072 12017304 10886232 1131072 0 203774 35948 3782899 3499225 6656845 5621057 3073 94361 272 0 10646863 9250591 7805 0 7784173 7021872 7791978 7021872 X 1933495 1982059 921390 246660 0 0 2854885 2228719 10646863 9250591 X 0 1 1 X 0 X X X 0 0 0 Concord Carlisle Community Chest Inc 042157042 501(c)(3) 1 1 1 5415 United Way of Massachusetts Bay Inc 042382233 501(c)(3) 1 1 1 7045006 Cape Islands United Way 042271714 501(c)(3) 1 1 1 158716 Heritage United Way 020225575 501(c)(3) 1 1 1 246759 United Way of Central Massachusetts Inc 042104017 501(c)(3) 1 1 1 84534 United Way of Greater Nashua Inc 026015642 501(c)(3) 1 1 1 179634 United Way of Tri-County Inc 042104231 501(c)(3) 1 1 1 428695 United Way of Acton-Boxborough Inc 042740795 501(c)(3) 1 1 1 41124 United Way of Greater Attleboro Taunton 042104020 501(c)(3) 1 1 1 451827 North Shore United Way Inc 042257377 501(c)(3) 1 1 1 157274 United Way of Greater Fall River Inc 042104026 501(c)(3) 1 1 1 114964 United Way of Franklin County 042212894 501(c)(3) 1 1 1 7186 United Way of Greater Plymouth County Inc 042103940 501(c)(3) 1 1 1 363835 United Way of Rhode Island Inc 050276059 501(c)(3) 1 1 1 480937 United Way of Greater New Bedford Inc 042104264 501(c)(3) 1 1 1 186441 United Way of North Central Mass Inc 042233021 501(c)(3) 1 1 1 84534 16 10036881 Amount of support included in Schedule A, Part I includes allocations and designations to the 16 participating United Ways. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 Donor Designation Payable 7021872 7021872 11391138 12017304 -626166 0 0 0 0 0 0 -626166 11391138 0 0 0 0 0 11391138 0 0 0 11391138 12017304 0 0 0 0 0 12017304 0 0 0 12017304 SchD_P10_S00_L00 Schedule D, Part X Not applicable 1 American Cancer Society 'New England Division N/A 30 Speen Street N/A Framingham MA 01701 060271570 501(c)(3) 8727 0 N/A N/A Community Impact Berkshire United Way N/A 200 South Street N/A Pittsfield MA 01202 042104841 501(c)(3) 11277 0 N/A N/A Community Impact Big Brothers Big Sisters of Southern Maine N/A 195 Lancaster Street N/A Portland ME 04101 010475146 501(c)(3) 6825 0 N/A N/A Community Impact Boys and Girls Club of Greater Lowell Inc N/A 657 Middlesex Street N/A Lowell MA 01851 042104396 501(c)(3) 8455 0 N/A N/A Community Impact Cape and Islands United Way N/A 749 Main Street 2Nd Floor N/A Hyannis MA 026014327 042271714 501(c)(3) 158716 0 N/A N/A Community Impact Central Bradford County United Way N/A PO Box 106 N/A Towanda PA 18848 232077784 501(c)(3) 14589 0 N/A N/A Community Impact Community Covenant Church N/A 615 Tremont Street N/A Rehoboth MA 02769 237253717 501(c)(3) 12252 0 N/A N/A Community Impact Community Health Charities N/A 30 Laurel St Fl 2 N/A Hartford CT 06106 136167225 501(c)(3) 5807 0 N/A N/A Community Impact Community United Way Pioneer Valley N/A 184 Mill Street N/A Springfield MA 01102 042152680 501(c)(3) 41686 0 N/A N/A Community Impact Concord Carlisle Comm Chest N/A 111 Old Road To Nine Acre Cnr N/A Concord MA 01742 042157042 501(c)(3) 5415 0 N/A N/A Community Impact Girls Incorporated of New Hampshire N/A 815 Elm Street N/A Manchester NH 03101 237416090 501(c)(3) 17354 0 N/A N/A Community Impact Greater Twin Cities United Way N/A 404 South 8th Street N/A Minneapolis MN 55404 411973442 501(c)(3) 11393 0 N/A N/A Community Impact Hampshire Community United Way N/A 71 King Street N/A Northampton MA 010610123 042104792 501(c)(3) 7954 0 N/A N/A Community Impact Heart of America United Way N/A 1080 Washington N/A Kansas City MO 64105 440545812 501(c)(3) 7722 0 N/A N/A Community Impact Heritage United Way N/A 228 Maple St 4th Fl N/A Manchester NH 03103 020225575 501(c)(3) 246759 0 N/A N/A Community Impact Hospice of the North Shore N/A 75 Sylvan Street No B 102 N/A Danvers MA 01923 222873792 501(c)(3) 25704 0 N/A N/A Community Impact Junior Achievement of Eastern MA N/A 33 Broad Street 7th floor N/A Boston MA 02109 042127020 501(c)(3) 8462 0 N/A N/A Community Impact Lakes Region United Way N/A 95 Water Street N/A Laconia NH 03246 020268233 501(c)(3) 21533 0 N/A N/A Community Impact Lund Family Center N/A 76 Glen Road N/A Burlington VT 05406 030179434 501(c)(3) 10215 0 N/A N/A Community Impact Middlesex United Way N/A 100 Riverview Center Ste 230 N/A Middletown CT 06457 060665170 501(c)(3) 20417 0 N/A N/A Community Impact Monadnock United Way N/A 23 Center Street N/A Keene NH 03431 020236885 501(c)(3) 62207 0 N/A N/A Community Impact North Country United Way N/A PO Box 311 N/A Littleton NH 03561 020348027 501(c)(3) 6658 0 N/A N/A Community Impact North Shore United Way N/A Lockbox 231198 Momentum Place N/A Chicago IL 60689 042257377 501(c)(3) 157274 0 N/A N/A Community Impact St Marys Area United Way N/A 44 South St Marys Street N/A St Marys PA 15857 251155475 501(c)(3) 15587 0 N/A N/A Community Impact The Nativity School of Worcester N/A 67 Lincoln Street N/A Worcester MA 01605 030385377 501(c)(3) 10089 0 N/A N/A Community Impact The Hatian Project Inc N/A PO Box 6891 N/A Providence RI 029406891 222700013 501(c)(3) 27390 0 N/A N/A Community Impact Tulsa Area United Way N/A PO Box 1859 N/A Tulsa OK 74101 730580283 501(c)(3) 10979 0 N/A N/A Community Impact United Way Acton Boxborough N/A PO Box 2258 N/A Acton MA 017206258 042740795 501(c)(3) 41124 0 N/A N/A Community Impact United Way Allegheny County N/A One Smithfield Street N/A Pittsburgh PA 152307035 251043578 501(c)(3) 25120 0 N/A N/A Community Impact United Way Androscoggin County N/A 66 Ash Street N/A Lewiston ME 04243 010211564 501(c)(3) 28269 0 N/A N/A Community Impact United Way Asheville and Buncombe Co N/A 50 South French Broad St N/A Asheville NC 28801 560576157 501(c)(3) 8534 0 N/A N/A Community Impact United Way of Addison County N/A 2 Court Street N/A Middlebury VT 05753 030221010 501(c)(3) 5695 0 N/A N/A Community Impact United Way of Aroostook N/A 480 Main St 3 N/A Presque Isle ME 04769 237147455 501(c)(3) 9494 0 N/A N/A Community Impact United Way of Bergen County N/A 6 Forest Ave Ste 2 N/A Paramus NJ 076525245 226028959 501(c)(3) 19535 0 N/A N/A Community Impact United Way of Broome County N/A PO Box 550 N/A Binghamton NY 13902 150564074 501(c)(3) 6211 0 N/A N/A Community Impact United Way of Buffalo And Erie Counties N/A 742 Delaware Avenue N/A Buffalo NY 142092295 160743969 501(c)(3) 9345 0 N/A N/A Community Impact United Way of Central & Northeastern CT N/A PO Box 33754 N/A Hartford CT 061503754 060646653 501(c)(3) 92968 0 N/A N/A Community Impact United Way of Central Indiana N/A PO Box 88409 N/A Indianapolis IN 462080409 351007590 501(c)(3) 14419 0 N/A N/A Community Impact United Way of Central Jersey N/A 32 Ford Avenue N/A Milltown NJ 08850 221520408 501(c)(3) 8598 0 N/A N/A Community Impact United Way of Central Maryland N/A PO Box 1576 N/A Baltimore MD 21203 520591543 501(c)(3) 40989 0 N/A N/A Community Impact United Way of Central Massachusetts N/A 484 Main Street Ste 300 N/A Worcester MA 016081880 042104017 501(c)(3) 342365 0 N/A N/A Community Impact United Way of Chittenden County N/A 412 Farrell St Ste 200 N/A South Burlington VT 054034466 030217229 501(c)(3) 26085 0 N/A N/A Community Impact United Way of Dane County N/A PO Box 7548 N/A Madison WI 53707 390817532 501(c)(3) 13124 0 N/A N/A Community Impact United Way of Delaware N/A PO Box 566 N/A Wilmington DE 19801 510073399 501(c)(3) 8351 0 N/A N/A Community Impact United Way of Dutchess County N/A 75 Market Street N/A Poughkeepsie NY 12601 141344805 501(c)(3) 18151 0 N/A N/A Community Impact United Way of Eastern Fairfield County N/A 75 Washington Avenue N/A Bridgeport CT 06604 060864341 501(c)(3) 28062 0 N/A N/A Community Impact United Way of Eastern Maine N/A 24 Springer Dr Ste 201 N/A Bangor ME 044013655 010211478 501(c)(3) 39875 0 N/A N/A Community Impact United Way of Franklin County N/A 51 Davis St 2 N/A Greenfield MA 01301 042212894 501(c)(3) 7186 0 N/A N/A Community Impact United Way of Greater Attleboro Taunton N/A 247 Maple Street N/A Attleboro MA 02703 042104020 501(c)(3) 451827 0 N/A N/A Community Impact United Way of Greater Fall River N/A POBOX 2550 N/A Fall River MA 02722 042104026 501(c)(3) 114964 0 N/A N/A Community Impact United Way of Greater Milwauke N/A 225 West Vine Street N/A Milwaukee WI 53212 390806190 501(c)(3) 5748 0 N/A N/A Community Impact United Way of Greater Nashua N/A 20 Broad Street N/A Nashua NH 03064 026015642 501(c)(3) 179634 0 N/A N/A Community Impact United Way of Greater New Bedford N/A 105 William Street 4th Fl N/A New Bedford MA 02740 042104264 501(c)(3) 186441 0 N/A N/A Community Impact United Way of Greater New Haven N/A 71 Orange Street N/A New Haven CT 06510 060646761 501(c)(3) 35169 0 N/A N/A Community Impact United Way of Greater Plymouth County N/A 928 West Chestnut St N/A Brockton MA 02301 042103940 501(c)(3) 363835 0 N/A N/A Community Impact United Way of Greater Portland N/A PO Box 15200 N/A Portland ME 041125200 010241767 501(c)(3) 95012 0 N/A N/A Community Impact United Way of Greater Rochester N/A 75 College Avenue N/A Rochester NY 14607 161015782 501(c)(3) 94391 0 N/A N/A Community Impact United Way of Greater Waterbury N/A PO Box 2688 N/A Waterbury CT 06723 060646636 501(c)(3) 22078 0 N/A N/A Community Impact United Way of Green Mountain N/A 963 Paine Turnpike North 2 N/A Montpelier VT 056029163 030261384 501(c)(3) 32285 0 N/A N/A Community Impact United Way of Hudson County N/A 857 Bergen Avenue N/A Jersey City NJ 07306 221487218 501(c)(3) 5337 0 N/A N/A Community Impact United Way of Kennebec Valley N/A 331 Water St Ste 5 N/A Augusta ME 04330 016004404 501(c)(3) 12582 0 N/A N/A Community Impact United Way of Lake County - IL N/A 330 S Greenleaf St N/A Gurnee IL 60031 362167949 501(c)(3) 5832 0 N/A N/A Community Impact United Way of Lancaster County (PA) N/A 630 Janet Avenue N/A Lancaster PA 17601 231352093 501(c)(3) 22285 0 N/A N/A Community Impact United Way of Long Island N/A 819 Grand Boulevard N/A Deer Park NY 117295703 116042392 501(c)(3) 59069 0 N/A N/A Community Impact United Way of Manitowac County N/A PO Box 2345 N/A Manitowoc WI 54221 390907399 501(c)(3) 9211 0 N/A N/A Community Impact United Way of Massachusetts Bay Inc N/A 51 Sleeper St N/A Boston MA 02210 042382233 501(c)(3) 7045006 0 N/A N/A Community Impact United Way of Meriden N/A 35 Pleasant Street Suite 1E N/A Meriden CT 06450 060646714 501(c)(3) 11837 0 N/A N/A Community Impact United Way of Merrimack County N/A 46 South Main Street N/A Concord NH 03301 026006033 501(c)(3) 32280 0 N/A N/A Community Impact United Way of Metropolitan Chicago N/A 560 West Lake Street N/A Chicago IL 60661 300200478 501(c)(3) 12100 0 N/A N/A Community Impact United Way of Mid Coast Maine N/A 34 Wing Farm Parkway Ste 201 N/A Bath ME 04530 016004866 501(c)(3) 23542 0 N/A N/A Community Impact United Way of Mid-Maine N/A PO Box 91 N/A Waterville ME 04903 010233280 501(c)(3) 20980 0 N/A N/A Community Impact United Way of Milford Inc N/A 54 Darina Place N/A Milford CT 06460 060724409 501(c)(3) 5517 0 N/A N/A Community Impact United Way of Monmouth County N/A 1415 Wyckoff Road Wall Township N/A Farmingdale NJ 07727 221828435 501(c)(3) 10763 0 N/A N/A Community Impact United Way of Morris County N/A PO Box 1948 N/A Morristown NJ 07962 221487247 501(c)(3) 7483 0 N/A N/A Community Impact UW of Naugatuck And Beacon Falls N/A 284 Church Street N/A Naugatuck CT 06770 060788028 501(c)(3) 7375 0 N/A N/A Community Impact United Way of National Capital Area N/A 8391 Old Courthouse Rd Ste 200 N/A Vienna VA 22182 530234290 501(c)(3) 105315 0 N/A N/A Community Impact United Way of New York City N/A 2 Park Avenue 2nd Fl N/A New York NY 10016 132617681 501(c)(3) 25776 0 N/A N/A Community Impact United Way of North Central Massachusetts N/A 285 John Fitch Hwy Ste 1 N/A Fitchburg MA 01420 042233021 501(c)(3) 84534 0 N/A N/A Community Impact United Way of Northern NH N/A PO Box 614 N/A Berlin NH 03570 020303906 501(c)(3) 12564 0 N/A N/A Community Impact United Way of Northern Shenandoah Valley N/A PO Box 460 N/A Winchester VA 22604 540525106 501(c)(3) 31511 0 N/A N/A Community Impact United Way of Northwest CT Inc N/A 16 Bird St Ste 1 N/A Torrington CT 06790 066009309 501(c)(3) 14941 0 N/A N/A Community Impact United Way of Norwalk & Wilton Inc N/A PO Box 906 N/A Norwalk CT 06852 061344424 501(c)(3) 14875 0 N/A N/A Community Impact United Way of Ocean County N/A 650 Washington St Ste 2 N/A Toms River NJ 08753 222148978 501(c)(3) 20059 0 N/A N/A Community Impact United Way of Passaic County N/A 22 Mill Street Rd 3rd fl N/A Paterson NJ 07501 226070498 501(c)(3) 5890 0 N/A N/A Community Impact United Way of Rhode Island N/A 229 Waterman Street N/A Providence RI 029065212 050276059 501(c)(3) 480937 0 N/A N/A Community Impact United Way of Roanoke Valley N/A 325 Campbell Avenue SW N/A Roanoke VA 24016 540535302 501(c)(3) 5694 0 N/A N/A Community Impact United Way of Rock River Valley N/A 612 N Main St Ste 300 N/A Rockford IL 61103 362167843 501(c)(3) 23561 0 N/A N/A Community Impact United Way of Rutland County Inc N/A 6 Church St Ste 1 N/A Rutland VT 05701 036000224 501(c)(3) 12171 0 N/A N/A Community Impact United Way of San Diego County N/A 4699 Murphy Canyon Road N/A San Diego CA 92123 952213995 501(c)(3) 5173 0 N/A N/A Community Impact United Way of Somerset County N/A PO Box 6835 N/A Bridgewater NJ 08807 221627729 501(c)(3) 14608 0 N/A N/A Community Impact United Way of Southbridge Sturbridge and Charlton N/A 50 Elm Street FL 2 N/A Southbridge MA 01550 042308155 501(c)(3) 6586 0 N/A N/A Community Impact United Way of Southeastern Connecticut N/A PO Box 375 N/A Gales Ferry CT 06335 060771393 501(c)(3) 25967 0 N/A N/A Community Impact United Way of Southeastern Pennsylvania N/A 7 Benjamin Franklin Parkway U N/A Philadelphia PA 19103 231556045 501(c)(3) 18580 0 N/A N/A Community Impact United Way of The Bay Area N/A 221 Main St Ste 300 N/A San Francisco CA 94105 941312348 501(c)(3) 7365 0 N/A N/A Community Impact United Way of the Bluegrass N/A 2480 Fortune Drive 250 N/A Lexington KY 40509 610444679 501(c)(3) 60037 0 N/A N/A Community Impact United Way of the Greater Lehigh Valley N/A 2200 Avenue A 3rd Fl N/A Bethlehem PA 18017 232657933 501(c)(3) 13315 0 N/A N/A Community Impact United Way of the Lower Eastern Shore N/A 801 N Salisbury Blvd Ste 202 N/A Salisbury MD 218013633 526016589 501(c)(3) 6206 0 N/A N/A Community Impact United Way of the National Capital Area N/A 8391 Old Courthouse Road Ste 200 N/A Vienna VA 221823819 530234290 501(c)(3) 19165 0 N/A N/A Community Impact United Way of the Upper Valley N/A 10 Bank Street N/A Lebanon NH 03766 020306103 501(c)(3) 20801 0 N/A N/A Community Impact United Way of theTexas Gulf Coast N/A 50 Waugh Drive N/A Houston TX 77007 741167964 501(c)(3) 17006 0 N/A N/A Community Impact United Way of Tri-County N/A 46 Park Street N/A Framingham MA 01702 042104231 501(c)(3) 428695 0 N/A N/A Community Impact United Way of Union County N/A 33 West Grand Street N/A Elizabeth NJ 07202 221904427 501(c)(3) 13976 0 N/A N/A Community Impact Untied Way of Warren County N/A PO Box 844 N/A Warren PA 16365 256003367 501(c)(3) 7445 0 N/A N/A Community Impact United Way of Webster And Dudley N/A 275 Main Street N/A Webster MA 01570 042380352 501(c)(3) 5908 0 N/A N/A Community Impact United Way of West Central Connecticut N/A 200 Main Street N/A Bristol CT 06010 060653262 501(c)(3) 6688 0 N/A N/A Community Impact United Way of Westchester and Putnam Inc N/A PO Box 520 N/A Hartsdale NY 10530 131997636 501(c)(3) 22569 0 N/A N/A Community Impact United Way of Western Connecticut N/A 62 Palmers Hill Road N/A Stamford CT 06902 060646577 501(c)(3) 15712 0 N/A N/A Community Impact United Way of York County N/A Po Box 727 N/A Kennebunk ME 04043 010276862 501(c)(3) 79848 0 N/A N/A Community Impact United Way Services Inc N/A 215 W 6th Street N/A Dubuque IA 52001 420761060 501(c)(3) 5442 0 N/A N/A Community Impact United Way Windham Countybrooks House N/A 28 Vernon St Ste 410 N/A Brattleboro VT 05301 036003074 501(c)(3) 7488 0 N/A N/A Community Impact Valley United Way N/A 3 Corporate Dr Ste 501 N/A Shelton CT 06484 060847098 501(c)(3) 17251 0 N/A N/A Community Impact Wellsboro Area United Fund N/A PO Box 121 N/A Wellsboro PA 16901 251351868 501(c)(3) 13951 0 N/A N/A Community Impact YouthBuild Boston N/A 504 Dudley Street N/A Roxbury MA 02119 043080098 501(c)(3) 45779 0 N/A N/A Community Impact 113 0 SchI_P01_S00_L02 Schedule I, Part I, Line 2 Grants include allocations to participating United Ways and designations to 501(c)(3) organizations. United Way of Massachusetts Bay, Inc., through a performance agreement, provides fiscal oversight of all grant distributions. X 6 110091 FMV 1 0 1 0 SchM_P01_S00_L33 Schedule M, Part I, Line 33 Securities F990_P06_S0B_L11 Form 990, Part VI, Section B, Line 11 As part of the performance agreement between United Ways of New England, Inc. and United Way of Massachusetts Bay, Inc. (UWMB), a related organization, UWMB's Administration and Finance Committee reviews the annual Form 990 and recommends approval to UWMB's Board of Directors. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c United Ways of New England, Inc.'s (UWONE) Code of Ethics is intended to guide and advance the ethical conduct of both volunteers and staff in carrying out their UWONE responsibilities. As part of the Code of Ethics, all volunteers and staff must avoid any conflict of interest, or the appearance of a conflict of interest, which could tarnish the reputation of UWONE or undermine the public's trust in UWONE staff and volunteers. To ensure that the best interests of UWONE are served all volunteers and staff upon first being elected, appointed, hired or assigned, discloses in writing, to the best of his or her knowledge, any potential business or agency 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. Through a performance agreement, the terms of all potential conflicts of interest are reviewed by United Way of Massachusetts Bay, Inc's (UWMB) management and reported to UWMB's audit committee on an annual basis. The committee develops recommendations as to whether, all factors considered, a given transaction is on fair and reasonable terms and is in the best interest of UWONE and provides these recommendations to UWONE's Board of Directors for approval. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 The CPO of UWONE is an employee of and paid by a related organization, United Way of Massachusetts Bay, Inc. (UWMB). The UWMB Board reviews and approves all executive compensation, as recommended by UWMB's Compensation Committee. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 UWONE provides the most recently available Form 990 on their website. In addition, upon request, UWONE will provide any governing documents, conflict of interest policy, and audited financial statements. UWONE's audited financial statements are available for public inspection at the Massachusetts Attorney General's office. SchR_P05_S00_L01k Schedule R, Part V, Line 1k Participating Partner United Way Distributions SchR_P05_S00_L01l Schedule R, Part V, Line 1l Effective July 1, 2008, The United Ways of New England Inc. (UWONE) entered into a performance agreement ("agreement") with the United Ways of Massachusetts Bay, Inc. (UWMB) whereby UWMB conducts the annual UWONE fund-raising campaigns and pays expenses for all necesssary and appropriate UWONE functions. The agreement specified that UWMB receive an annual fee equal to approximately 7.5% of the internally audited gross campaign revenue of the prior year UWONE campaign for Participating United Ways and their affiliated organizations and 8.7% for Non- Participating United Ways and their affiliated organizations. The term of the agreement is through June 30, 2012, as such, UWONE relies on UWMB for its operations and management. SchR_P05_S00_L01m Schedule R, Part V, Line 1m UWMB provides these resources to UWONE which are recoverable by UWMB as part of the performance agreement. SchR_P05_S00_L01n Schedule R, Part V, Line 1n UWMB provides these resources to UWONE which are recoverable by UWMB as part of the performance agreement. Concord Carlisle Comm Chest N/A 111 Old Road To Nine Acre Cnr N/A Concord MA 01742 042157042 Community Impact MA 501(c)(3) Line 7 N/A United Way of Massachusetts Bay Inc N/A 51 Sleeper St N/A Boston MA 02210 042382233 Community Impact MA 501(c)(3) Line 7 N/A Cape and Islands United Way N/A 749 Main Street 2Nd Floor N/A Hyannis MA 026014327 042271714 Community Impact MA 501(c)(3) Line 7 N/A Heritage United Way N/A 228 Maple St 4th Fl N/A Manchester NH 03103 020225575 Community Impact MA 501(c)(3) Line 7 N/A United Way of Central Massachusetts N/A 484 Main Street Ste 300 N/A Worcester MA 016081880 042104017 Community Impact MA 501(c)(3) Line 7 N/A United Way of Greater Nashua N/A 20 Broad Street N/A Nashua NH 03064 026015642 Community Impact MA 501(c)(3) Line 7 N/A United Way of Tri-County N/A 46 Park Street N/A Framingham MA 01702 042104231 Community Impact MA 501(c)(3) Line 7 N/A United Way Acton-Boxborough N/A PO Box 2258 N/A Acton MA 017206258 042740795 Community Impact MA 501(c)(3) Line 7 N/A United Way of Greater Attleboro Taunton N/A 247 Maple Street N/A Attleboro MA 02703 042104020 Community Impact MA 501(c)(3) Line 7 N/A United Way of Greater Fall River N/A POBOX 2550 N/A Fall River MA 02722 042104026 Community Impact MA 501(c)(3) Line 7 N/A North Shore United Way N/A Lockbox 231198 Momentum Place N/A Chicago IL 60689 042257377 Community Impact MA 501(c)(3) Line 7 N/A United Way of Franklin County N/A 51 Davis St 2 N/A Greenfield MA 01301 042212894 Community Impact MA 501(c)(3) Line 7 N/A United Way of Greater Plymouth County N/A 928 West Chestnut St N/A Brockton MA 02301 042103940 Community Impact MA 501(c)(3) Line 7 N/A United Way of Rhode Island N/A 229 Waterman Street N/A Providence RI 029065212 050276059 Community Impact MA 501(c)(3) Line 7 N/A United Way of Greater New Bedford N/A 105 William Street 4th Fl N/A New Bedford MA 02740 042104264 Community Impact MA 501(c)(3) Line 7 N/A United Way of North Central Massachusetts N/A 285 John Fitch Hwy Ste 1 N/A Fitchburg MA 01420 042233021 Community Impact MA 501(c)(3) Line 7 N/A 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 United Way of Massachusetts Bay Inc N/A l 1131072 United Way of Massachusetts Bay Inc N/A m 338601 United Way of Massachusetts Bay Inc N/A n 428392 Concord Carlisle Comm Chest N/A k 5415 United Way of Massachusetts Bay Inc N/A k 7045006 Cape and Islands United Way N/A k 158716 Heritage United Way N/A k 246759 United Way of Central Massachusetts N/A k 342365 United Way of Greater Nashua N/A k 179634 United Way of Tri-County N/A k 428695 United Way Acton-Boxborough N/A k 41124 United Way of Greater Attleboro Taunton N/A k 451827 United Way of Greater Fall River N/A k 114964 North Shore United Way N/A k 157274 United Way of Franklin County N/A k 7186 United Way of Greater Plymouth County N/A k 363835 United Way of Rhode Island N/A k 480937 United Way of Greater New Bedford N/A k 186441 United Way of North Central Massachusetts N/A k 84534