UNITED WAY OF GREATER FALL RIVER INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF GREATER FALL RIVER INC (EIN 04-2104026)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-04-22
- IRS object ID
- 202601129349300715
- Schema version
- 2024v5.5
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-22T08:02:44-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 475208450 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NASH CPAS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 PROVIDENCE HWY | AddressLine1Txt |
| City | NORWOOD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042104026 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF GREATER FALL RIVER INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 5086788361 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 BEDFORD STREET PO BOX 2550 | AddressLine1Txt |
| City | FALL RIVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02722 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOAN M MEDEIROS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5086788361 | PhoneNum |
| Signature | 2026-04-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RAECHEL GRADY | PreparerPersonNm |
| PTIN | P02395010 | PTIN |
| Phone | 7812861320 | PhoneNum |
| Preparation | 2026-04-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOAN M MEDEIROS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 BEDFORD STREET PO BOX 2550 | AddressLine1Txt |
| City | FALL RIVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02722 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,091,810 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | UWGFR.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1957 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | LEADS THE FIGHT FOR EQUITY, UNITING THE COMMUNITY TO ENSURE ALL HAVE RESOURCES TO THRIVE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 1126 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,091,624 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,106,002 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,810,793 | PYInvestmentIncomeAmt |
| CY Investment Income | $858,394 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,365 | PYOtherRevenueAmt |
| CY Other Revenue | -$13,990 | CYOtherRevenueAmt |
| PY Total Revenue | $2,904,782 | PYTotalRevenueAmt |
| CY Total Revenue | $1,950,406 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,033,477 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $973,148 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $273,476 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $316,816 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $103,689 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $175,890 | PYOtherExpensesAmt |
| CY Other Expenses | $206,380 | CYOtherExpensesAmt |
| PY Total Expenses | $1,482,843 | PYTotalExpensesAmt |
| CY Total Expenses | $1,496,344 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,421,939 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $454,062 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,559,846 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,566,419 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,093,186 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,009,774 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,466,660 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,556,645 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | UNITED WAY OF GREATER FALL RIVER (UWGFR) IS A LEADER IN THE FIGHT FOR EQUITY AND STRIVES TO CREATE COMMUNITIES WHERE EVERYONE HAS THE RESOURCES, OPPORTUNITIES, AND SUPPORT THEY NEED TO THRIVE. BY UNITING ALL SEGMENTS OF THE COMMUNITY THROUGH A WELL-DEVELOPED COMMUNICATIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,016,000 | ExpenseAmt |
| Grant | $973,148 | GrantAmt |
| Desc | DISTRIBUTED 100% OF NET CAMPAIGN TO OVER 75 NON-PROFIT HEALTH AND HUMAN SERVICE AGENCIES WHOSE PROGRAMS SUPPORT THE MOST VULNERABLE POPULATIONS WITHIN THE GREATER FALL RIVER AREA. FOLLOWING COMPLETION OF THE ANNUAL CAMPAIGN, PRIMARY FUNDING WAS ALLOCATED AMONGST 62 APPROVED PROGRAMS WHO UNDERWENT A COMPREHENSIVE PROGRAM AND FINANCIAL REVIEW; SECONDARY FUNDING WAS PROVIDED TO LOCAL AGENCIES AND PROGRAMS AS DESIGNATED BY DONORS. ADDITIONAL FUNDING FROM DONOR RESTRICTED FUNDS HELD IN OUR ENDOWMENT WAS DISTRIBUTED FOLLOWING A COMPETITIVE GRANT PROCESS TO SUPPORT SPECIAL PROJECTS, PROGRAMS, AND INITIATIVES FACILITATED BY LOCAL NON-PROFIT PARTNERS THAT FOCUS ON HEALTH, EDUCATION, PREVENTION AND TRAINING, FINANCIAL STABILITY, ELDERCARE, SELF-SUFFICIENCY, AND FAMILY RESILIENCE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $122,905 | ExpenseAmt |
| Desc | INFO LINE: UNITED WAY OF GREATER FALL RIVER (UWGFR) PROVIDES INFORMATION AND REFERRAL SERVICES TO CLIENTS WHO CALL-IN OR WALK-IN TO OUR OFFICE, OR INQUIRE ON OUR WEBSITE WITH FREQUENTLY UPDATED BROCHURES, DIRECTORIES, AND FLYERS DESIGNED TO EDUCATE AND INFORM THE COMMUNITY OF CURRENT RESOURCES AVAILABLE. UWGFR ALSO FUNDS AND CO-SPONSORS MASS211, AN INFOLINE AND WEBSITE WHICH PROVIDES REAL-TIME INFORMATION ANDRESOURCES IN 150 LANGUAGES FOR ESSENTIAL SERVICES, AS WELL AS REFERRALS FOR NON-EMERGENCY CALLS 24/7. SINCE BEING DESIGNATED BY THE MA DPH AND MEMA IN MARCH 2020 AS THE OFFICIAL COVID-19 RESOURCE AND REFERRAL LINE FOR RESIDENTS ACROSS THE COMMONWEALTH, INQUIRIES TO MASS 211 REMAIN AT A STEADY HIGH. DURING FISCAL YEAR 2025, MASS 211 FIELDED 9143 PHONECALLS FROM RESIDENTS IN GREATER FALL RIVER, WHICH WAS 23.4% OF ALL REFERRALS ACROSS THE COMMONWEALTH. THE TOP NEED CONTINUES TO BE HOUSING/SHELTER WITH RENTAL ASSISTANCE AS THE MOST REFFERRED CATEGORY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,138,905 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIMBERLY J SMITH EXECUTIVE DIRECTOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5086788361 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 BEDFORD STREET PO BOX 2550 | AddressLine1Txt |
| City | FALL RIVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02722 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| KIMBERLY SMITH | |||||||
| EXECUTIVE DIRECTOR | 40.00 | 0.00 | Yes (X) | $96,478 | $0 | $9,821 | |
| SUSAN JENKINSON | |||||||
| CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| FRANK SOUSA III | |||||||
| CHAIR-ELECT | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JOAN MEDEIROS | |||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MELISSA PANCHLEY | |||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DUGAN BECKER | |||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| SHAUN BRANCO | |||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| TARYN CABRAL | |||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| JAMES GREGORY CLARKIN | |||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| REBECCA COLLINS | |||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| BENJAMIN COOPER | |||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| LAURA DOUGLAS | |||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| BEN FEITELBERG | |||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| MONTE FERRIS | |||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| CHRISTINA JOHNK | |||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| JANNA LAFRANCE | |||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| JASON LEVINE | |||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| JOYCE LIVRAMENTO-YOUNG | |||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| MICHELLE MARCOS | |||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| MICHELLE PELLETIER | |||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| JEFFREY PINEAULT | |||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| STEVEN RUSSO | |||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| GEORGE SHAKER JR | |||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| ANDREW STINSON | |||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| MOISE ST LOUIS | |||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| JAMES WALLACE | |||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $96,478 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $9,821 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $117,053 | FundraisingAmt |
| All Other Contributions | $988,949 | AllOtherContributionsAmt |
| Total Contributions | $1,106,002 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $325,565 | TotalRevenueColumnAmt |
| Exclusion | $325,565 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,649,473 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,116,644 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $532,829 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $532,829 | TotalRevenueColumnAmt |
| Exclusion | $532,829 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $117,053 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $24,760 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$24,760 | TotalRevenueColumnAmt |
| Exclusion | -$24,760 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Total Revenue Column | $10,770 | TotalRevenueColumnAmt |
| Exclusion | $10,770 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $10,770 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,950,406 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $844,404 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $973,148 | TotalAmt |
| Program Services | $973,148 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,604 | TotalAmt |
| Program Services | $39,857 | ProgramServicesAmt |
| Management And General | $43,501 | ManagementAndGeneralAmt |
| Fundraising | $20,246 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,288 | TotalAmt |
| Program Services | $56,663 | ProgramServicesAmt |
| Management And General | $61,843 | ManagementAndGeneralAmt |
| Fundraising | $28,782 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,891 | TotalAmt |
| Program Services | $6,883 | ProgramServicesAmt |
| Management And General | $7,512 | ManagementAndGeneralAmt |
| Fundraising | $3,496 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,579 | TotalAmt |
| Program Services | $10,166 | ProgramServicesAmt |
| Management And General | $13,000 | ManagementAndGeneralAmt |
| Fundraising | $5,413 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,454 | TotalAmt |
| Program Services | $7,624 | ProgramServicesAmt |
| Management And General | $7,914 | ManagementAndGeneralAmt |
| Fundraising | $3,916 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,785 | TotalAmt |
| Management And General | $16,785 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,987 | TotalAmt |
| Management And General | $40,987 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,871 | TotalAmt |
| Management And General | $25,871 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,448 | TotalAmt |
| Program Services | $6,071 | ProgramServicesAmt |
| Management And General | $11,330 | ManagementAndGeneralAmt |
| Fundraising | $13,047 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,264 | TotalAmt |
| Program Services | $19,559 | ProgramServicesAmt |
| Management And General | $15,188 | ManagementAndGeneralAmt |
| Fundraising | $7,517 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,227 | TotalAmt |
| Program Services | $599 | ProgramServicesAmt |
| Management And General | $425 | ManagementAndGeneralAmt |
| Fundraising | $203 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Total | $48,798 | TotalAmt |
| Program Services | $18,335 | ProgramServicesAmt |
| Management And General | $9,394 | ManagementAndGeneralAmt |
| Fundraising | $21,069 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,496,344 | TotalAmt |
| Program Services | $1,138,905 | ProgramServicesAmt |
| Management And General | $253,750 | ManagementAndGeneralAmt |
| Fundraising | $103,689 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,101 | BOYAmt |
| EOY | $435,252 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $677,741 | BOYAmt |
| EOY | $291,391 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $327,523 | BOYAmt |
| EOY | $309,782 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,053 | BOYAmt |
| EOY | $14,124 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,819 | BOYAmt |
| EOY | $5,813 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $36,714 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $30,759 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,092 | BOYAmt |
| EOY | $5,955 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,259,696 | BOYAmt |
| EOY | $8,752,834 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,268,821 | BOYAmt |
| EOY | $2,751,268 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,559,846 | BOYAmt |
| EOY | $12,566,419 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,704 | BOYAmt |
| EOY | $65,815 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $183,600 | BOYAmt |
| EOY | $156,020 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $846,882 | BOYAmt |
| EOY | $787,939 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,093,186 | BOYAmt |
| EOY | $1,009,774 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,591,018 | BOYAmt |
| EOY | $5,389,088 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,875,642 | BOYAmt |
| EOY | $6,167,557 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,466,660 | BOYAmt |
| EOY | $11,556,645 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,559,846 | BOYAmt |
| EOY | $12,566,419 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $454,062 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $266,105 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $1,369,818 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,720,098 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,173,465 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,398,345 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,091,624 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,106,002 | CurrentTaxYearAmt |
| Total | $6,489,534 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,720,098 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,173,465 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,398,345 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,091,624 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,106,002 | CurrentTaxYearAmt |
| Total | $6,489,534 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,015,868 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,473,666 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $190,325 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $184,152 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $221,280 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,810,793 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $858,394 | CurrentTaxYearAmt |
| Total | $3,264,944 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,547 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,422 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $2,365 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,770 | CurrentTaxYearAmt |
| Total | $17,104 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $9,771,582 | TotalSupportAmt |
| Public Support CY170 | 0.45780 | PublicSupportCY170Pct |
| Public Support PY170 | 0.59010 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,988,609 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $387,545 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $225,775 | AdministrativeExpensesAmt |
| End Year Balance | $5,150,379 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,647,687 | BeginningYearBalanceAmt |
| Contributions | $73,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,183,763 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $548,315 | AdministrativeExpensesAmt |
| End Year Balance | $4,988,609 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,280,069 | BeginningYearBalanceAmt |
| Contributions | $25,530 | ContributionsAmt |
| Investment Earnings Or Losses | $342,088 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $6,647,687 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,796,024 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$480,515 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $35,440 | AdministrativeExpensesAmt |
| End Year Balance | $6,280,069 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,365,034 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,461,681 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $30,691 | AdministrativeExpensesAmt |
| End Year Balance | $6,796,024 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $36,714 | OtherCostOrOtherBasisAmt |
| Depreciation | $30,759 | DepreciationAmt |
| Book Value | $5,955 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,955 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| RIGHT OF USE ASSET | $51,629 |
| BENEFICIAL INTEREST IN PERPETUAL TRUST | $2,699,639 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,751,268 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OPERATING LEASE | $51,629 |
| ALLOCATIONS AND DESIGNATIONS PAYABLE | $736,310 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $787,939 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,175,524 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $266,105 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $266,105 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,909,419 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $40,987 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $40,987 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,950,406 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,455,357 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,455,357 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $40,987 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $40,987 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,496,344 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE OBJECTIVE OF UNITED WAY OF GREATER FALL RIVER'S ENDOWMENT FUND IS TO GENERATE CURRENT INCOME AND LONG-TERM GROWTH. THE INCOME OF THE FUND SHALL BE USED AS DIRECTED: 1. DONOR RESTRICTED FUNDS PROVIDE REVENUE FOR SPECIFIC PROGRAMS OR SERVICES. A PERCENTAGE OF THESE FUNDS, AS ANNUALLY DETERMINED BY THE BOARD OF DIRECTORS, IS MADE AVAILABLE TO THE COMMUNITY THROUGH A COMPETITIVE IMPACT GRANT PROCESS. |
| PART X, LINE 2: | THE ORGANIZATION QUALIFIES AS AN ORGANIZATION FORMED FOR CHARITABLE PURPOSES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS GENERALLY NOT SUBJECT TO INCOME TAX. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. IN ADDITION, THE ORGANIZATION IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(1) OF THE IRC. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT, AS OF JUNE 30, 2025, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. ACCORDINGLY, THESE FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION FOR INCOME TAXES AND THE ORGANIZATION HAS NO OTHER TAX PROVISIONS WHICH MUST BE CONSIDERED FOR DISCLOSURE. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | AWARDS DINNER | Event1Nm |
| Gross Receipts Event1 | $76,334 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $76,334 | CharitableContriEvent1Amt |
| Food And Beverage Event1 | $14,279 | FoodAndBeverageEvent1Amt |
| Event2 | UNITED WE MOVE | Event2Nm |
| Gross Receipts Event2 | $40,719 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $40,719 | CharitableContriEvent2Amt |
| Food And Beverage Event2 | $10,481 | FoodAndBeverageEvent2Amt |
| Gross Receipts Total | $117,053 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $117,053 | CharitableContributionsTotAmt |
| Food And Beverage Total Events | $24,760 | FoodAndBeverageTotalEventsAmt |
| Direct Expense Summary Events | $24,760 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$24,760 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (29 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | ||||||||
| 286 SOUTH ST | HYANNIS | MA | 02601 | 530196605 | 501 (C)3 | $27,321 | $0 | ALLOCATION |
| BALANCED LEARNING CENTER | ||||||||
| 830 LANGLEY ST | FALL RIVER | MA | 02720 | 833501633 | 501 (C)3 | $35,000 | $0 | ALLOCATION AND COMMUNITY IMPACT GRANT |
| CHILDREN'S MUSEUM OF FALL RIVER | ||||||||
| 441 N MAIN ST | FALL RIVER | MA | 02720 | 043552597 | 501 (C)3 | $10,000 | $0 | COMMUNITY IMPACT GRANT |
| CITIZENS FOR CITIZENS | ||||||||
| 264 GRIFFIN ST | FALL RIVER | MA | 02720 | 046134724 | 501 (C)3 | $16,000 | $0 | COMMUNITY IMPACT GRANT & FOOD GRANT |
| COACHING 4 CHANGE | ||||||||
| 427 WINTHROP ST UNIT A | TAUNTON | MA | 02780 | 273708397 | 501 (C)3 | $40,000 | $0 | ALLOCATION |
| COMMUNITY CONNECTIONS INC | ||||||||
| 1082 DAVOL ST SUITE 100 | FALL RIVER | MA | 02720 | 042871024 | 501 (C)3 | $7,570 | $0 | COMMUNITY IMPACT GRANT |
| DIABETES ASSOCIATION | ||||||||
| 4 SOUTH MAIN ST | FALL RIVER | MA | 02721 | 042665107 | 501 (C)3 | $53,500 | $0 | ALLOCATION |
| FALL RIVER DEACONESS HOME | ||||||||
| 259 PROSPECT ST | FALL RIVER | MA | 02722 | 042104749 | 501 (C)3 | $12,500 | $0 | COMMUNITY IMPACT GRANT & FOOD GRANT |
| FALL RIVER YMCA TOTAL | ||||||||
| 199 NORTH MAIN ST | FALL RIVER | MA | 02720 | 042104749 | 501 (C)3 | $14,750 | $0 | COMMUNITY IMPACT GRANT & FOOD GRANT |
| FAMILY SERVICE ASSOCIATION | ||||||||
| 101 ROCK ST | FALL RIVER | MA | 02720 | 042104058 | 501 (C)3 | $45,000 | $0 | ALLOCATION |
| FIRST BAPTIST CHURCH OF FALL RIVER | ||||||||
| 228 N MAIN ST | FALL RIVER | MA | 02720 | 042104178 | 501 (C)3 | $9,000 | $0 | COMMUNITY IMPACT GRANT & FOOD GRANT |
| GFR RE-CREATION | ||||||||
| 45 ROCK ST | FALL RIVER | MA | 02720 | 042491918 | 501 (C)3 | $50,382 | $0 | ALLOCATION AND COMMUNITY IMPACT GRANT |
| HEALTHFIRST FAMILY CARE CENTER INC | ||||||||
| 387 QUARRY ST 100 | FALL RIVER | MA | 02723 | 042503444 | 501 (C)3 | $12,000 | $0 | COMMUNITY IMPACT GRANT |
| KATIE BROWN EDUCATIONAL PROGRAM | ||||||||
| 209 BEDFORD ST STE 302 | FALL RIVER | MA | 02720 | 450480658 | 501 (C)3 | $8,000 | $0 | COMMUNITY IMPACT GRANT |
| KIDS ACADEMY | ||||||||
| 101 ROCK ST | FALL RIVER | MA | 02720 | 042104058 | 501 (C)3 | $42,500 | $0 | ALLOCATION |
| MEDICINE HORSE | ||||||||
| 1600 EAGLEVILLE RD | TIVERTON | RI | 02878 | 844555784 | 501 (C)3 | $6,000 | $0 | COMMUNITY IMPACT GRANT |
| PEOPLE INC (COMMUNITY SUPPORTS) | ||||||||
| 4 SOUTH MAIN ST | FALL RIVER | MA | 02721 | 042447216 | 501 (C)3 | $120,000 | $0 | ALLOATION AND FOOD GRANT |
| POPE FRANCIS OUTREACH CENTER | ||||||||
| 1598 S MAIN ST | FALL RIVER | MA | 02721 | 030493081 | 501 (C)3 | $6,000 | $0 | FOOD GRANT |
| SAMARITANS | ||||||||
| PO BOX 1333 | WESTPORT | MA | 02790 | 222474826 | 501 (C)3 | $32,650 | $0 | ALLOCATION |
| SCHOOL ON WHEELS | ||||||||
| 100 LAUREL ST | E BRIDGEWATER | MA | 02333 | 201020880 | 501 (C)3 | $10,000 | $0 | COMMUNITY IMPACT GRANT |
| SER-JOBS FOR PROGRESS | ||||||||
| 164 BEDFORD ST | FALL RIVER | MA | 02720 | 042664574 | 501 (C)3 | $65,000 | $0 | ALLOCATION AND COMMUNITY IMPACT GRANT |
| SOURCE HUB | ||||||||
| 357 SOUTH MAIN ST | FALL RIVER | MA | 02721 | 872011134 | 501 (C)3 | $6,100 | $0 | COMMUNITY IMPACT GRANT |
| SOUTHEAST CENTER FOR INDEPENDENT LIVING | ||||||||
| 66 TROY ST | FALL RIVER | MA | 02720 | 042939676 | 501 (C)3 | $7,750 | $0 | COMMUNITY IMPACT GRANT |
| STEPPINGSTONE | ||||||||
| 111 DURFEE ST | FALL RIVER | MA | 02720 | 042505146 | 501 (C)3 | $51,500 | $0 | ALLOCATION AND FOOD GRANT |
| TEACH FOR AMERICA | ||||||||
| PO BOX 411359 | BOSTON | MA | 02241 | 133541913 | 501 (C)3 | $50,000 | $0 | ALLOCATION |
| THE ARC OF BRISTOL COUNTY | ||||||||
| 16 HILLSIDE AVE | ATTLEBORO | MA | 02703 | 042281165 | 501 (C)3 | $60,000 | $0 | ALLOCATION |
| THOMAS CHEW BOYS & GIRLS CLUB | ||||||||
| PO BOX 5155 | FALL RIVER | MA | 02722 | 042103923 | 501 (C)3 | $82,000 | $0 | ALLOCATION AND COMMUNITY IMPACT GRANT |
| UASPIRE | ||||||||
| 6 LIBERTY SQ PMB98549 | BOSTON | MA | 02109 | 461314848 | 501 (C)3 | $8,600 | $0 | COMMUNITY IMPACT GRANT |
| VETERANS ASSOC OF BRISTOL COUNTY | ||||||||
| 755 PINE ST | FALL RIVER | MA | 02720 | 042977737 | 501 (C)3 | $13,000 | $0 | COMMUNITY IMPACT AND FOOD GRANT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 43 | Total501c3OrgCnt |
| Total Other Org | 43 | TotalOtherOrgCnt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| BEN FEITELBERG | |||
| BOARD MEMBER | $1,429 | INSURANCE | 0 |
| JANNA LAFRANCE AND JEFFREY PINEAULT | |||
| BOARD MEMBER | $13,850 | EVENT PLANNING | 0 |
| STEVE RUSSO | |||
| BOARD MEMBER | $40,987 | INVESTMENT MANAGEMENT | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE SHALL EXERCISE SUCH POWERS AS THE BOARD OF DIRECTORS SHALL DELEGATE AND SHALL, IN GENERAL, EXERCISE THE POWERS OF THE BOARD OF DIRECTORS BETWEEN MEETINGS THEREOF, AND SHALL KEEP REGULAR MINUTES OF ITS PROCEEDINGS, AND REPORT THE SAME TO THE NEXT MEETING OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PRESENTED TO THE FINANCE COMMITTEE BY A MEMBER OF THE ACCOUNTING FIRM. IT IS THEN REVIEWED BY THE ENTIRE BOARD OF DIRECTORS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY, CONSIDERED FOR ANY CHANGES OR AMENDMENTS, AND THEN IS DISTRIBUTED TO ALL STAFF AND DIRECTORS FOR THEIR REVIEW. THE CHIEF OPERATING OFFICER IS RESPONSIBLE FOR THE DAY-TO-DAY MONITORING OF CONFLICTS. WHERE THE CHIEF PROFESSIONAL OFFICER IS CONCERNED, RELATIVE TO CONFLICTS, THE CHIEF VOLUNTEER OFFICER IS RESPONSIBLE FOR MONITORING HIS/HER ACTIONS. ALL BOARD MEMBERS AND STAFF SIGN OFF ON THIS POLICY, EACH YEAR, DISCLOSING ANY POTENTIAL CONFLICTS, AND ACKNOWLEDGING THAT THEY HAVE REVIEWED THE POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15A | A POLICY HAS BEEN ESTABLISHED WHEREBY THE CHIEF PROFESSIONAL OFFICER WILL BE REVIEWED (AND COMPENSATION CONSIDERED) BY A COMPENSATION COMMITTEE, AS A SUB COMMITTEE OF THE BOARD OF DIRECTORS, CONSISTING OF THE CHAIR OF THE BOARD, THE FINANCE COMMITTEE CHAIR AND THE PERSONNEL COMMITTEE CHAIR. ALL AVAILABLE COMPARABLE COMPENSATION DATA - BOTH LOCAL AND REGIONAL - IS UTILIZED IN THE EVALUATION. ANY COMPENSATION, INCLUDING SALARY AND BENEFITS ARE APPROVED BY THE FULL BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND ALL OTHER POLICIES AVAILABLE TO THE PUBLIC IN THE UNITED WAY OFFICE DURING REGULAR BUSINESS HOURS. FINANCIAL STATEMENTS ARE ALSO AVAILABLE THROUGH GUIDESTAR.ORG AND THE COMMONWEALTH OF MASSACHUSETTS DIVISION OF PUBLIC CHARITIES. GOVERNING DOCUMENTS ARE ALSO AVAILABLE VIA THE SECRETARY FOR THE COMMONWEALTH OF MASSACHUSETTS CORPORATE DATABASE. IN ADDITION, THE ORGANIZATION'S BALANCE SHEET IS INCLUDED IN THE ANNUAL REPORT, WHICH IS WIDELY DISTRIBUTED IN THE COMMUNITY, AND THE FINANCIAL STATEMENTS AND FORM 990 ARE PUBLISHED ON THE ORGANIZATION'S WEBSITE. |
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