2024-10-16T08:58:09-05:00 2023-12-31 991856619 GRANT THORNTON ADVISORS LLC 1000 WILSON BLVD SUITE 1500 ARLINGTON VA 22209 990 2023-01-01 131635294 UNITED WAY WORLDWIDE UNIT 7038367100 701 NORTH FAIRFAX STREET ALEXANDRIA VA 22314 BRUCE FRIEDMAN EVP, CHIEF FINANCIAL OFFICER 7038367100 2024-10-16 1 0 MARY O TORRETTA P00847851 7038477500 2023 2024-10-15 13:58:12Z ANGELA WILLIAMS 701 NORTH FAIRFAX STREET ALEXANDRIA VA 22314 73224107 0 X WWW.UNITEDWAY.ORG X 1932 NY TO IMPROVE LIVES BY MOBILIZING CARING POWER OF COMMUNITIES AROUND THE WORLD TO ADVANCE COMMON GOOD. 24 24 222 75 0 0 54355890 21525082 42960089 28289710 532061 1063219 651955 690242 98499995 51568253 26877609 15323180 0 0 25870159 25692483 0 0 1925065 31320989 24707480 84068757 65723143 14431238 -14154890 85821906 70828290 23749663 21725302 62072243 49102988 X SEE SCHEDULE O 0 0 33406019 10014365 3000189 GLOBAL NETWORK ADVANCEMENT - SEE SCHEDULE O 5618761 5212992 3391911 DONOR ADVISED GIVING (DOMESTIC AND INTERNATIONAL) - SEE SCHEDULE O 2600970 1074 0 DIGITAL SERVICES - SEE SCHEDULE O 13508850 94749 21897610 BRAND STRATEGY AND MARKETING - BRAND STRATEGY AND MARKETING TEAM PROVIDES SUPPORT IN ALL BRAND IDENTITY TO UNITED WAY MEMBERS AND CONSISTENCY MATTERS INCLUDING MARKETING, ADVERTISING AND OUR PROMOTIONAL OPPORTUNITIES DESIGNED TO PROMOTE INDIVIDUAL PARTICIPATION IN ADVANCING THE COMMON GOOD AND TO STRENGTHEN TRUST IN THE UNITED WAY BRAND AROUND THE WORLD.OTHER PROGRAM SERVICES - OTHER PROGRAM SERVICES INCLUDE THE SUPPORT FOR THE 211 PLATFORM WHICH PROVIDES COMPREHENSIVE INFORMATION ON LOCAL RESOURCES AND SERVICES THROUGHOUT THE COUNTRY, THE PRODUCTION AND DELIVERY OF TRAINING PROGRAMS AND LEARNING OPPORTUNITIES FOR UNITED WAY VOLUNTEERS, STAFF, AND PARTNERS; AND PROVIDING LICENSING RIGHTS TO SELECT VENDORS TO SELL PROMOTIONAL PRODUCTS BEARING THE UNITED WAY BRAND AND TRADEMARKS. TOTAL PART III, LINE 4D AMOUNTS ARE REPORTED BELOW: 13508850 94749 21897610 55134600 1 1 0 0 0 1 0 0 1 1 1 1 0 1 1 1 0 1 0 1 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 77 0 1 222 1 0 1 CH SZ HK 0 0 0 0 0 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 1 1 AL AK AZ CA CO CT FL GA HI IL KS KY LA ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X X BRUCE FRIEDMAN 7038367100 701 N FAIRFAX STREET ALEXANDRIA VA 22314 MARC BITZER CHAIR OF THE BOARD 2.00 0.00 X X 0 0 0 MARIAME MCINTOSH ROBINSON VICE CHAIR OF THE BOARD (TO 6/23) 2.00 0.00 X X 0 0 0 YURI FULMER VICE CHAIR/CHAIR GOV CMTE (BEG 6/23) 2.00 0.00 X X 0 0 0 MIKE HAYDE TREAS/CHAIR OF FINANCE COMMITTEE 2.00 0.00 X X 0 0 0 MARK HOWARD SECRETARY/CHAIR OF AUDIT COMMITTEE 2.00 0.00 X X 0 0 0 ANTHONY EARLEY CHAIR OF EXEC COMP CMTE (TO 6/23) 2.00 0.00 X 0 0 0 JOHNNY TAYLOR JR CHAIR OF EXEC COMP CMTE (BEG 7/23) 2.00 0.00 X 0 0 0 BILL O'DOWD CHAIR DEV & MKTG CMTE (BEG 7/23) 2.00 0.00 X 0 0 0 ROSIE ALLEN-HERRING AT-LARGE BOARD MEMBER (BEG 7/23) 1.00 0.00 X 0 0 0 JULIANA AZEVEDO AT-LARGE BOARD MEMBER 1.00 0.00 X 0 0 0 ELAINE CHAO AT-LARGE BOARD MEMBER 1.00 0.00 X 0 0 0 DARIENNE DRIVER HUDSON AT-LARGE BOARD MEMBER (BEG 7/23) 1.00 0.00 X 0 0 0 CHRISTINA GUTIERREZ DE PINERES AT-LARGE BOARD MEMBER (BEG 7/23) 1.00 0.00 X 0 0 0 BRIAN HULSEMAN-ABRAMS AT-LARGE BOARD MEMBER 1.00 0.00 X 0 0 0 SUNEETH KATARKI AT-LARGE BOARD MEMBER 1.00 0.00 X 0 0 0 ORVIN KIMBROUGH AT-LARGE BOARD MEMBER 1.00 0.00 X 0 0 0 TOM MCINERNEY AT-LARGE BOARD MEMBER (BEG 7/23) 1.00 0.00 X 0 0 0 SWATI MYLAVARAPU AT-LARGE BOARD MEMBER 1.00 0.00 X 0 0 0 STEVE ORTIZ AT-LARGE BOARD MEMBER (BEG 7/23) 1.00 0.00 X 0 0 0 MICHELE PARMELEE AT-LARGE BOARD MEMBER 1.00 0.00 X 0 0 0 DAVID PRESCHLACK AT-LARGE BOARD MEMBER 1.00 0.00 X 0 0 0 DAVID SHAFFER AT-LARGE BOARD MEMBER 1.00 0.00 X 0 0 0 LIZ SHULER AT-LARGE BOARD MEMBER 1.00 0.00 X 0 0 0 HU SHULI AT-LARGE BOARD MEMBER (TO 6/23) 1.00 0.00 X 0 0 0 JAKE SIVOLA-FINCH AT-LARGE BOARD MEMBER (TO 6/23) 1.00 0.00 X 0 0 0 DEANNA STRABLE AT-LARGE BOARD MEMBER 1.00 0.00 X 0 0 0 FRANCESCO VANNI D'ARCHRAFI AT-LARGE BOARD MEMBER 1.00 0.00 X 0 0 0 LANHEE YOUNG AT-LARGE BOARD MEMBER (BEG 7/23) 1.00 0.00 X 0 0 0 ANGELA WILLIAMS CHIEF EXECUTIVE OFFICER 40.00 0.00 X 991200 0 54216 BRUCE FRIEDMAN SVP, FINANCE TO 9/23; CFO 40.00 0.00 X 373964 0 64282 ODESSA JACKSON GENERAL COUNSEL & CRO 40.00 0.00 X 393309 0 19352 MOLLY VANDERLOO EVP, CHIEF FINANCIAL OFF (5/23-9/23) 40.00 0.00 X 252254 0 8032 ALICE ARCHCABAL EVP, DEVELOPMENT 40.00 0.00 X 414257 0 6477 JACQUELINE GORDON EVP, PEOPLE & CULTURE (TO 9/23) 40.00 0.00 X 366327 0 11045 OMOIYE KINNEY EVP, MARKETING & COMMUNICATION 40.00 0.00 X 307419 0 25895 JOHN FARDEN EVP, GLOBAL NTWK ADV & OPS(BEG 4/23) 40.00 0.00 X 262600 0 3799 DR NICOLE COOPER EVP, CHIEF STR & INNOV OFF(BEG 4/23) 40.00 0.00 X 258969 0 6979 LAWANA JONES EVP, CHIEF TECHNOLOGY OFF (BEG 4/23) 40.00 0.00 X 203050 0 18452 BYRON GARRETT EVP, GOVT PARTNERSHIPS (BEG 7/23) 40.00 0.00 X 213582 0 9845 LADAWN NAEGLE EVP, CHIEF OF STAFF 40.00 0.00 X 341468 0 44124 THOMAS LOWERY SVP, NETWORK RESILIENCE 40.00 0.00 X 268425 0 43258 ERIN BUDDE SVP, STRATEGIC INSIGHTS 40.00 0.00 X 261322 0 49365 RACHEL SMALL SVP, GOVERNMENT PARTNERSHIPS 40.00 0.00 X 268654 0 19280 MAUREEN GRANT HAYES VP, MAJOR DONOR RELATIONS 40.00 0.00 X 234297 0 35275 BRIAN GALLAGHER FORMER CEO 0.00 0.00 X 188776 0 0 5599873 0 419676 81 1 1 0 COMMUNITY COUNSELING SERVICE CO LLC 527 MADISON AVE 5TH FLOOR NEW YORK NY 10022 COUNSELING SERVICES 1451760 SOCIAL CAPITAL PARTNERSHIPS 980 N MICHIGAN AVE ST 1570 CHICAGO IL 60611 ADVISORY SERVICES 839313 THE ALLIANCE GROUP 1950 OLD GALLOWS ROAD VIENNA VA 22180 STAFFING AND ADVISORY SERVICES 630894 VENN STRATEGIES 1341 G STREET NW 6TH FLOOR WASHINGTON DC 20005 ADVISORY SERVICES 500107 THE ADDITIVE AGENCY LLC 420 12TH STREET G4R BROOKLYN NY 11215 BRAND TRANSFORMATION SERVICES 380126 15 1607164 461683 19456235 5504 21525082 MEMBERSHIP DUES 900099 26310771 26310771 SERVICE INCOME 900099 1118111 1118111 COURSE TUITION AND CONFERENCES 900099 559830 559830 PROMOTIONAL MATERIAL SALES 900099 215566 215566 OTHER 900099 85432 85432 28289710 898620 898620 405849 405849 284393 0 284393 284393 284393 21820453 21655854 164599 164599 164599 51568253 28289710 0 1753461 X 8512046 8512046 6811134 6811134 4244153 3387553 682166 174434 188776 188776 17770378 14416369 2610531 743478 292163 232869 47171 12123 1772957 1414259 285514 73184 1424056 1135935 229340 58781 731786 731786 327786 327786 72803 72803 15679500 13394801 1843704 440995 199762 46289 153473 1567020 1473192 58518 35310 249248 52473 196775 733094 655440 77654 1024931 873396 101019 50516 1445915 1396110 32500 17305 20174 20174 1290626 821160 195913 273553 335889 71 335818 DUES AND SUBSCRIPTIONS 753119 511503 196230 45386 BAD DEBT EXPENSES 275827 275827 65723143 55134600 8663478 1925065 5791383 4300143 1560630 921383 5950689 5215836 3369870 1768839 3375374 402703 53527256 32627883 21926385 20899373 28671096 21425416 5387758 5387758 9788721 10506839 85821906 70828290 2216555 2394220 6784168 5071693 8096172 8619989 6652768 5639400 23749663 21725302 X 38924419 30603951 23147824 18499037 62072243 49102988 85821906 70828290 X -14154890 1013471 172164 X 0 1 X 1 0 X 196680596 203785891 68676336 54355890 21525082 545023795 196680596 203785891 68676336 54355890 21525082 545023795 185016 544838779 1371323 1051479 937907 1103625 1588862 6053196 551076991 214851760 0.98870 0.97160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20 4176500 5920454 4158609 1 1 0 1 X 4085598 1500000 844772 152069 6278301 5296146 890800 -779788 152069 5255089 15787066 897418 682440 12070778 5296146 5663568 9622145 1517900 1016547 15787066 4663051 281882 870535 151900 5663568 0.29540 0.70460 0 0 2102080 2102080 41639288 23444933 18194355 0 8143103 8015715 127388 1642785 1167235 475550 20899373 LIMITED PARTNERSHIP INVESTMENT 5387758 C 5387758 CUSTODIAL FUNDS (EFSP, YOURCAUSE, FRONTSTREAM) 8238490 OTHER ASSETS 978869 CASH VALUE OF LIFE INSURANCE 575845 CHARITABLE GIFT ANNUITY 381499 DEFERRED COMPENSATION CUSTODIAL ASSETS 332136 10506839 ACCRUED PENSION 4449335 POST RETIREMENT BENEFITS 839512 OTHER LIABILITIES 350553 5639400 X PART IV, LINE 2B: EXPLANATION OF ESCROW AGREEMENT IN 1983, A NATIONAL BOARD WAS CONVENED TO OVERSEE DISTRIBUTION OF FUNDS THROUGH THE EMERGENCY FOOD AND SHELTER PROGRAM (EFSP), A SEPARATE CONGRESSIONALLY AUTHORIZED PROGRAM OF DEPARTMENT OF HOMELAND SECURITY'S FEDERAL EMERGENCY MANAGEMENT AGENCY (FEMA). EACH YEAR, UWW HAS BEEN ELECTED BY THE EFSP NATIONAL BOARD TO SERVE AS ITS FISCAL AGENT. AS FISCAL AGENT, UWW IS THE INTERMEDIARY CUSTODIAN OF THE FUNDS AND IS RESPONSIBLE FOR THE DISBURSEMENT OF GRANTS AS DIRECTED BY THE NATIONAL BOARD. EFSP IS NOT CONSOLIDATED INTO THE ORGANIZATION'S FINANCIAL STATEMENTS. SINCE 1983, U.S. CONGRESS HAS ALLOCATED MORE THAN $6.50 BILLION TO THE FEMA TO PROVIDE EMERGENCY FOOD AND SHELTER TO NEEDY INDIVIDUALS THROUGHOUT THE COUNTRY. DURING 2023 UWW CHARGED CERTAIN ADMINISTRATIVE EXPENSES TO EFSP TOTALING $347,347. AS OF DECEMBER 31, 2023, UNDISTRIBUTED BALANCES OF $7,916,840 WERE INCLUDED IN THE CUSTODIAL FUNDS WITH A CORRESPONDING LIABILITY IN THE CONSOLIDATED STATEMENTS OF FINANCIAL POSITION OF UWW. UWW ALSO MAINTAINS TWO FISCAL AGENT AGREEMENTS WITH THIRD PARTIES ON BEHALF OF ITS MEMBERS TO PROVIDE DONATION PROCESSING SERVICES RELATED TO CERTAIN EMPLOYEE GIVING CAMPAIGNS FEDERATED FUNDRAISING CAMPAIGNS). BECAUSE THESE CAMPAIGNS ARE CONSIDERED "FUNDRAISING ACTIVITY" OF UWW'S MEMBERS, UWW RECORDS NO REVENUE FROM THE TRANSACTIONS BUT DOES RECORD COLLECTED FUNDS, NOT YET DISTRIBUTED BY THE THIRD-PARTY PROCESSORS, AS A CUSTODIAL ASSET AND CUSTODIAL LIABILITY. AS OF DECEMBER 31, 2023, THE FUND'S MARKET VALUE OF $321,650 IS INCLUDED IN CUSTODIAL FUNDS. PART V, LINE 4: INTENDED USES OF ENDOWMENT FUNDS BOARD DESIGNATED QUASI-ENDOWMENT - UWW'S BOARD HAS DESIGNATED FUNDS BE SET ASIDE TO ESTABLISH AND MAINTAIN A QUASI-ENDOWMENT FOR THE PURPOSE OF SECURING THE ORGANIZATION'S LONG-TERM FINANCIAL VIABILITY AND CONTINUING TO MEET THE NEEDS OF THE ORGANIZATION. DONOR RESTRICTED PERMANENT ENDOWMENT - THE ORGANIZATION'S DONOR RESTRICTED ENDOWMENT CONSISTS OF TWO FUNDS, ONE ESTABLISHED FOR THE PURPOSE OF PROVIDING HOME CARE AND ASSISTED LIVING TO THE ELDERLY POOR, WITH SPECIFIC REFERENCE TO ASSISTING OLDER PEOPLE TO REMAIN IN THEIR OWN HOMES, AND THE OTHER ESTABLISHED FOR THE PURPOSE OF PROVIDING GENERAL OPERATIONAL SUPPORT FOR THE ORGANIZATION. PART V, LINE 1A, COLUMN (A): EXPLANATION FOR CHANGE IN BEGINNING OF YEAR BALANCE DURING 2023, IT WAS DETERMINED THAT AN ENDOWMENT IN THE AMOUNT OF $1,169,491 RECEIVED PRIOR TO 2023 SHOULD BE RECLASSIFIED TO AN UNRESTRICTED ASSET AND WAS REMOVED FROM BEGINNING BALANCE. PART X, LINE 2: FIN 48 (ASC 740) FOOTNOTE UWW FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. UWW HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 1 CENTRAL AMERICA AND THE CARIBBEAN 0 1 GRANTMAKING 40000 CENTRAL AMERICA AND THE CARIBBEAN 0 1 PROGRAM SERVICES MEMBERSHIP SUPPORT 61155 EAST ASIA AND THE PACIFIC 2 4 GRANTMAKING 854007 EAST ASIA AND THE PACIFIC 2 4 PROGRAM SERVICES MEMBERSHIP SUPPORT 392318 EUROPE (INCLUDING ICELAND & GREENLAND) 1 3 GRANTMAKING 3566382 EUROPE (INCLUDING ICELAND & GREENLAND) 1 3 PROGRAM SERVICES MEMBERSHIP SUPPORT 465447 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTMAKING 295137 NORTH AMERICA 1 0 GRANTMAKING 553047 NORTH AMERICA 1 0 PROGRAM SERVICES MEMBERSHIP SUPPORT 184051 SOUTH AMERICA 0 2 GRANTMAKING 967512 SOUTH AMERICA 0 2 PROGRAM SERVICES MEMBERSHIP SUPPORT 276800 SOUTH ASIA 0 0 GRANTMAKING 334039 SUB-SAHARAN AFRICA 0 1 GRANTMAKING 201010 SUB-SAHARAN AFRICA 0 1 PROGRAM SERVICES MEMBERSHIP SUPPORT 112632 SUB-SAHARAN AFRICA 0 0 INVESTMENTS 5387758 4 8 0 3 4 11 6227493 7463802 13691295 NORTH AMERICA GENERAL CHARITABLE OPERATIONS 25000 BANK WIRE 0 SOUTH AMERICA HEALTH 13000 BANK WIRE 0 EAST ASIA AND THE PACIFIC EDUCATION 103000 BANK WIRE 0 NORTH AMERICA HEALTH 14145 BANK WIRE 0 NORTH AMERICA GENERAL CHARITABLE OPERATIONS 7148 BANK WIRE 0 EAST ASIA AND THE PACIFIC EDUCATION 10000 BANK WIRE 0 SOUTH ASIA COMMUNITY DEVELOPMENT 9334 BANK WIRE 0 SOUTH AMERICA HEALTH 13869 BANK WIRE 0 SOUTH AMERICA ENVIRONMENTAL SUSTAINABILITY 30000 BANK WIRE 0 SOUTH AMERICA HEALTH 30286 BANK WIRE 0 SOUTH AMERICA HUMAN & SOCIAL SERVICES 31132 BANK WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) HEALTH 51981 BANK WIRE 0 NORTH AMERICA GENERAL CHARITABLE OPERATIONS 5816 BANK WIRE 0 NORTH AMERICA HUMAN & SOCIAL SERVICES 10000 BANK WIRE 0 EAST ASIA AND THE PACIFIC DISASTER RELIEF & RECOVERY 14649 BANK WIRE 0 NORTH AMERICA GENERAL CHARITABLE OPERATIONS 5234 BANK WIRE 0 SOUTH ASIA COMMUNITY DEVELOPMENT 9242 BANK WIRE 0 EAST ASIA AND THE PACIFIC HEALTH 20000 BANK WIRE 0 EAST ASIA AND THE PACIFIC HUMAN & SOCIAL SERVICES / HEALTH 90000 BANK WIRE 0 EAST ASIA AND THE PACIFIC COMMUNITY DEVELOPMENT 10000 BANK WIRE 0 EAST ASIA AND THE PACIFIC COMMUNITY DEVELOPMENT / ENVIRONMENTAL SUSTAINABILITY 60000 BANK WIRE 0 NORTH AMERICA EDUCATION 7500 BANK WIRE 0 NORTH AMERICA GENERAL CHARITABLE OPERATIONS / COMMUNITY DEVELOPMENT / EDUCATION 220342 BANK WIRE 0 SOUTH AMERICA COMMUNITY DEVELOPMENT 9346 BANK WIRE 0 EAST ASIA AND THE PACIFIC EDUCATION 13000 BANK WIRE 0 SOUTH ASIA COMMUNITY DEVELOPMENT 6957 BANK WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) DISASTER RELIEF & RECOVERY 90000 BANK WIRE 0 NORTH AMERICA NUTRITION / FOOD SECURITY / HEALTH 156515 BANK WIRE 0 EAST ASIA AND THE PACIFIC EDUCATION 20189 BANK WIRE 0 EAST ASIA AND THE PACIFIC HEALTH 75000 BANK WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) EDUCATION 9500 BANK WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) EDUCATION / DISASTER RELIEF & RECOVERY 91119 BANK WIRE 0 SOUTH AMERICA ARTS & HUMANITIES 23803 BANK WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) COMMUNITY DEVELOPMENT 25000 BANK WIRE 0 NORTH AMERICA ENVIRONMENTAL SUSTAINABILITY 15000 BANK WIRE 0 NORTH AMERICA GENERAL CHARITABLE OPERATIONS 27937 BANK WIRE 0 SOUTH AMERICA COMMUNITY DEVELOPMENT / EDUCATION 22635 BANK WIRE 0 EAST ASIA AND THE PACIFIC ENVIRONMENTAL SUSTAINABILITY 35000 BANK WIRE 0 SOUTH ASIA EDUCATION 18679 BANK WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) EDUCATION 6500 BANK WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) HEALTH 12500 BANK WIRE 0 SOUTH AMERICA COMMUNITY DEVELOPMENT 40000 BANK WIRE 0 SOUTH AMERICA ENVIRONMENTAL SUSTAINABILITY 10000 BANK WIRE 0 NORTH AMERICA HEALTH 20000 BANK WIRE 0 SOUTH AMERICA COMMUNITY DEVELOPMENT 28250 BANK WIRE 0 SOUTH AMERICA HUMAN & SOCIAL SERVICES 13000 BANK WIRE 0 SOUTH AMERICA HEALTH 37578 BANK WIRE 0 SOUTH AMERICA HEALTH 15000 BANK WIRE 0 SOUTH AMERICA ENVIRONMENTAL SUSTAINABILITY 10000 BANK WIRE 0 CENTRAL AMERICA & THE CARIBBEAN ENVIRONMENTAL SUSTAINABILITY 10000 BANK WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) ENVIRON. SUSTAIN./ DISASTER RELIEF & RECOVERY/ GEN. CHAR. OPS 179688 BANK WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) DISASTER RELIEF & RECOVERY / EDUCATION 75707 BANK WIRE 0 NORTH AMERICA HEALTH 10000 BANK WIRE 0 SOUTH AMERICA EDUCATION 37000 BANK WIRE 0 SOUTH ASIA GENERAL CHARITABLE OPERATIONS 10000 BANK WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) HUMAN & SOCIAL SERVICES 5101 BANK WIRE 0 EAST ASIA AND THE PACIFIC EDUCATION 10849 BANK WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) HUMAN & SOCIAL SERVICES 10000 BANK WIRE 0 NORTH AMERICA GENERAL CHARITABLE OPERATIONS 11995 BANK WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) ENVIRONMENTAL SUSTAINABILITY 9000 BANK WIRE 0 CENTRAL AMERICA & THE CARIBBEAN EDUCATION 15000 BANK WIRE 0 SOUTH AMERICA HUMAN & SOCIAL SERVICES 9434 BANK WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) COMMUNITY DEVELOPMENT 93000 BANK WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) ENVIRONMENTAL SUSTAINABILITY 101115 BANK WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) COMMUNITY DEVELOPMENT / HEALTH 460327 BANK WIRE 0 SOUTH AMERICA HEALTH 50970 BANK WIRE 0 SOUTH ASIA COMMUNITY DEVELOPMENT 7452 BANK WIRE 0 EAST ASIA AND THE PACIFIC NUTRITION / FOOD SECURITY 9434 BANK WIRE 0 SOUTH AMERICA EDUCATION 15000 BANK WIRE 0 EAST ASIA AND THE PACIFIC EDUCATION 10300 BANK WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) HEALTH 9346 BANK WIRE 0 EAST ASIA AND THE PACIFIC HEALTH / EDUCATION 12053 BANK WIRE 0 EAST ASIA AND THE PACIFIC EDUCATION 24263 BANK WIRE 0 EAST ASIA AND THE PACIFIC EDUCATION 8411 BANK WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) HEALTH 14860 BANK WIRE 0 NORTH AMERICA GENERAL CHARITABLE OPERATIONS 11215 BANK WIRE 0 CENTRAL AMERICA & THE CARIBBEAN ENVIRONMENTAL SUSTAINABILITY 15000 BANK WIRE 0 EAST ASIA AND THE PACIFIC ECONOMIC MOBILITY / ENVIRONMENTAL SUSTAINABILITY 56900 BANK WIRE 0 SUB-SAHARAN AFRICA ENVIRONMENTAL SUSTAINABILITY 8000 BANK WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) DISASTER RELIEF & RECOVERY / COMMUNITY DEVELOPMENT 502708 BANK WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) DISASTER RELIEF & RECOVERY 15000 BANK WIRE 0 NORTH AMERICA GENERAL CHARITABLE OPERATIONS 8284 BANK WIRE 0 EAST ASIA AND THE PACIFIC ENVIRONMENTAL SUSTAINABILITY 15000 BANK WIRE 0 SOUTH ASIA HEALTH 25236 BANK WIRE 0 NORTH AMERICA ENVIRONMENTAL SUSTAINABILITY 10000 BANK WIRE 0 SUB-SAHARAN AFRICA EDUCATION 50000 BANK WIRE 0 EAST ASIA AND THE PACIFIC HEALTH 25000 BANK WIRE 0 SOUTH AMERICA ENVIRONMENTAL SUSTAINABILITY 10000 BANK WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) COMMUNITY DEVELOPMENT 100000 BANK WIRE 0 EAST ASIA AND THE PACIFIC EDUCATION 40000 BANK WIRE 0 SOUTH ASIA COMMUNITY DEVELOPMENT 100000 BANK WIRE 0 EAST ASIA AND THE PACIFIC EDUCATION 10000 BANK WIRE 0 SOUTH AMERICA EDUCATION 19902 BANK WIRE 0 SUB-SAHARAN AFRICA EDUCATION 7000 BANK WIRE 0 NORTH AMERICA EDUCATION 10000 BANK WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) HEALTH 200000 BANK WIRE 0 MIDDLE EAST AND NORTH AFRICA COMMUNITY DEVELOPMENT 10000 BANK WIRE 0 MIDDLE EAST AND NORTH AFRICA DISASTER RELIEF & RECOVERY / HEALTH 328137 BANK WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) EDUCATION 9434 BANK WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) EDUCATION 17300 BANK WIRE 0 SOUTH AMERICA EDUCATION 30334 BANK WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) GENERAL CHARITABLE OPERATIONS / DISASTER RELIEF & RECOVERY 159827 BANK WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) EDUCATION 337050 BANK WIRE 0 SOUTH AMERICA COMMUNITY DEVELOPMENT 13000 BANK WIRE 0 SOUTH AMERICA COMMUNITY DEVELOPMENT 10000 BANK WIRE 0 NORTH AMERICA GENERAL CHARITABLE OPERATIONS 6600 BANK WIRE 0 EAST ASIA AND THE PACIFIC HEALTH 9907 BANK WIRE 0 SUB-SAHARAN AFRICA EDUCATION 123810 BANK WIRE 0 NORTH AMERICA GENERAL CHARITABLE OPERATIONS 5955 BANK WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) ENVIRONMENTAL SUSTAINABILITY 625950 BANK WIRE 0 EAST ASIA AND THE PACIFIC ENVIRONMENTAL SUSTAINABILITY 20000 BANK WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) DISASTER RELIEF & RECOVERY / EDUCATION 95000 BANK WIRE 0 SOUTH AMERICA HEALTH 20130 BANK WIRE 0 SOUTH AMERICA EDUCATION / COMMUNITY DEVELOPMENT 28510 BANK WIRE 0 SOUTH AMERICA EDUCATION 14662 BANK WIRE 0 NORTH AMERICA DISASTER RELIEF & RECOVERY / GENERAL CHARITABLE OPERATIONS 150000 BANK WIRE 0 SUB-SAHARAN AFRICA GENERAL CHARITABLE OPERATIONS 7200 BANK WIRE 0 SOUTH ASIA ECONOMIC MOBILITY 35000 BANK WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) GENERAL CHARITABLE OPERATIONS 21546 BANK WIRE 0 SOUTH AMERICA EDUCATION 7925 BANK WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) DISASTER RELIEF & RECOVERY 83619 BANK WIRE 0 SOUTH ASIA EDUCATION / HEALTH / COMMUNITY DEVELOPMENT 85551 BANK WIRE 0 NORTH AMERICA EDUCATION 20000 BANK WIRE 0 SOUTH ASIA EDUCATION 18505 BANK WIRE 0 NORTH AMERICA GENERAL CHARITABLE OPERATIONS 13594 BANK WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) EDUCATION / GENERAL CHARITABLE OPERATIONS 66270 BANK WIRE 0 EAST ASIA AND THE PACIFIC EDUCATION 16094 BANK WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) EDUCATION 9346 BANK WIRE 0 EAST ASIA AND THE PACIFIC ENVIRONMENTAL SUSTAINABILITY 10000 BANK WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) EDUCATION 20000 BANK WIRE 0 EAST ASIA AND THE PACIFIC EDUCATION 34453 BANK WIRE 0 EAST ASIA AND THE PACIFIC EDUCATION / ENVIRONMENTAL SUSTAINABILITY 16000 BANK WIRE 0 EAST ASIA AND THE PACIFIC HEALTH 50000 BANK WIRE 0 133 1 0 1 0 1 0 PART I, LINE 2: PROCEDURES FOR MONITORING USE OF GRANT FUNDS GRANTEES ARE REQUIRED TO SUBMIT A NARRATIVE PROPOSAL AND BUDGET ABOUT THE PROJECT FOR WHICH FUNDING IS BEING REQUESTED, IN ORDER TO BE CONSIDERED FOR FUNDING. WHEN FUNDS ARE AWARDED, THE GRANTEE IS REQUIRED TO SIGN A BINDING CONTRACT WHICH ESTABLISHES THE PURPOSE OF THE FUNDING AND REQUIRES THE SUBMISSION OF AN INTERIM AND FINAL FINANCIAL REPORT, ALONG WITH THE NARRATIVE REPORTS, DETAILING THE ACTUAL EXPENSES AND DESCRIBING THE ACTUAL USAGE OF THE AWARDED FUNDS. THE FINANCIAL REPORTS MUST BE SIGNED BY THE AUTHORIZED FINANCE PERSONNEL OF THE GRANTEE ORGANIZATION. THESE REPORTS ARE THEN REVIEWED BY THE UNITED WAY WORLDWIDE MANAGER OVERSEEING THE PROJECT(S), AND THEN COMPARED TO THE ORIGINAL PROPOSAL SUBMITTED WHEN THE FUNDING WAS REQUESTED. PART I, LINE 3: INVESTMENT IN EAST ASIA AND THE PACIFIC UNITED WAY WORLDWIDE HAS A 100% INVESTMENT IN UNITED WAY WORLDWIDE (ASIA) LIMITED, A TAX-EXEMPT ENTITY IN HONG KONG. SEE SCHEDULE R, PART II. AS A WHOLLY OWNED SUBSIDIARY, INVESTMENT IN UNITED WAY (ASIA) LIMITED IS CARRIED AT A VALUE OF $0.00 AND ITS EXPENSES REPORTED AS FOREIGN GRANT EXPENSE ON SCHEDULE F. SCHEDULE F, PARTS I AND II: METHOD TO ACCOUNT FOR EXPENDITURES ON ORG'S FINANCIAL STATEMENTS RUSSIA AND NEIGHBORING STATES: OTHER ALL OTHER REGIONS: ACCRUAL 1 211 BIG BEND INC PO BOX 10950 TALLAHASSEE FL 32302 510201771 501(C)(3) 36900 0 ECONOMIC MOBILITY, HUMAN & SOCIAL SERVICES 211 BREVARD INC 1007 PATHFINDER WAY ROCKLEDGE FL 32955 591897447 501(C)(3) 15000 0 HUMAN & SOCIAL SERVICES 211 INFO PO BOX 11830 PORTLAND OR 97211 930784586 501(C)(3) 8000 0 HUMAN & SOCIAL SERVICES 211 PALM BEACH TREASURE COAST INC PO BOX 3588 LANTANA FL 334653588 237153017 501(C)(3) 45000 0 HUMAN & SOCIAL SERVICES 2-1-1 TAMPA BAY CARES INC 5500 RIO VISTA DR SUITE 5500 CLEARWATER FL 33760 593355555 501(C)(3) 55000 0 HUMAN & SOCIAL SERVICES ALBEMARLE AREA UNITED WAY INC PO BOX 293 ELIZABETH CITY NC 279070293 237123601 501(C)(3) 8500 0 GENERAL CHARITABLE OPERATIONS CAPE FEAR AREA UNITED WAY INC 127 GRACE STREET WILMINGTON NC 28403 560529949 501(C)(3) 15000 0 GENERAL CHARITABLE OPERATIONS COMMUNITY LINK CAPITAL REGION 8001 FOLSOM BLVD SACRAMENTO CA 95826 941201196 501(C)(3) 50000 0 HEALTH COUNTY UNITED WAY 113 A SOUTH CENTRE STREET CUMBERLAND MD 21502 520695477 501(C)(3) 10000 0 GENERAL CHARITABLE OPERATIONS CRISIS CENTER OF TAMPA BAY INC ONE CRISIS CENTER PLAZA TAMPA FL 336131238 591785265 501(C)(3) 15000 0 HUMAN & SOCIAL SERVICES CRISIS CONNECTIONS 2901 THIRD AVENUE SUITE 100 SEATTLE WA 98121 910773187 501(C)(3) 40400 0 HUMAN & SOCIAL SERVICES, ECONOMIC MOBILITY DELAWARE HELPLINE INC 625 N ORANGE ST 3RD FLOOR WILMINGTON DE 19801 510376406 501(C)(3) 15000 0 HUMAN & SOCIAL SERVICES EDEN 18 R 570 B STREET HAYWARD CA 94541 942339050 501(C)(3) 21600 0 ECONOMIC MOBILITY FIRST CALL FOR HELP OF BROWARD INC DBA 2-1-1 BROWARD 3317 NW 10TH TERRACE SUITE 403 FORT LAUDERDALE FL 33309 650589294 501(C)(3) 63000 0 HUMAN & SOCIAL SERVICES FONDOS UNIDOS DE PUERTO RICO PO BOX 191914 SAN JUAN PR 009191914 660269222 501(C)(3) 28202 0 HUMAN & SOCIAL SERVICES GREEN MOUNTAIN UNITED WAY 652 GRANGER ROAD BARRE VT 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WAILUKU HI 967932521 990086524 501(C)(3) 50000 0 DISASTER RELIEF & RECOVERY METRO UNITED WAY 334 E BROADWAY LOUISVILLE KY 40202 610444680 501(C)(3) 95000 0 GENERAL CHARITABLE OPERATIONS, HEALTH EQUITY, HUMAN & SOCIAL SERVICES MONEY MANAGEMENT INTERNATIONAL INCDBA NEVADA 211 8685 W SAHARA STE 240 LAS VEGAS NV 89117 541837741 501(C)(3) 27000 0 ECONOMIC MOBILITY NJ 2-1-1 PARTNERSHIP PO BOX 504 CEDAR KNOLLS NJ 07927 223338917 501(C)(3) 12150 0 ECONOMIC MOBILITY RAPPAHANNOCK UNITED WAY INC 3310 SHANNON PARK DRIVE FREDERICKSBURG VA 22408 546042936 501(C)(3) 16800 0 GENERAL CHARITABLE OPERATIONS, ECONOMIC MOBILITY RIVER REGION UNITED WAY 3121 ZELDA COURT MONTGOMERY AL 36101 630330778 501(C)(3) 30000 0 GENERAL CHARITABLE OPERATIONS, HEALTH EQUITY SOLARI INC 1275 W WASHINGTON ST SUITE 201 TEMPE AZ 85281 260446321 501(C)(3) 40000 0 HUMAN & SOCIAL SERVICES THE DAVID AND LUCILE PACKARD FOUNDATION 343 SECOND STREET LOS ALTOS CA 94022 942278431 501(C)(3) 21309 0 GENERAL CHARITABLE OPERATIONS THE UNITED WAY OF MIDLAND INC 1209 W WALL ST MIDLAND TX 797016619 750945926 501(C)(3) 10000 0 GENERAL CHARITABLE OPERATIONS TRIDENT UNITED WAY PO BOX 63305 NORTH CHARLESTON SC 29419 570314378 501(C)(3) 20000 0 GENERAL CHARITABLE OPERATIONS UNITED WAY EMERALD COAST INC 112 TUPELO AVE SE FORT WALTON BEACH FL 325485555 590972293 501(C)(3) 28900 0 ECONOMIC MOBILITY UNITED WAY FOR GREATER AUSTIN 5930 MIDDLE FISKVILLE RD 5TH FLOOR AUSTIN TX 78752 741193439 501(C)(3) 67200 0 HEALTH, GENERAL CHARITABLE OPERATIONS, ECONOMIC MOBILITY UNITED WAY FOR SOUTHEASTERN MICHIGAN 3011 W GRAND BLVD SUITE 500 DETROIT MI 48202 203099071 501(C)(3) 13600 0 NUTRITION & FOOD SECURITY UNITED WAY FOX CITIES INC 1455 MIDWAY RD MENASHA WI 54952 390912895 501(C)(3) 8389 0 ECONOMIC MOBILITY UNITED WAY OF ALAMANCE COUNTY INC 220 EAST FRONT STREET BURLINGTON NC 27215 560599239 501(C)(3) 12000 0 GENERAL CHARITABLE OPERATIONS UNITED WAY OF ANCHORAGE PO BOX 200108 ANCHORAGE AK 99520 920027948 501(C)(3) 8000 0 HUMAN & SOCIAL SERVICES UNITED WAY OF ASHEVILLE AND BUNCOMBE COUNTY 50 S FRENCH BROAD AVE ASHEVILLE NC 288013271 560576157 501(C)(3) 8800 0 GENERAL CHARITABLE OPERATIONS UNITED WAY OF BERKS COUNTY 25 NORTH 2ND STREET SUITE 101 READING PA 19601 231655375 501(C)(3) 12000 0 GENERAL CHARITABLE OPERATIONS UNITED WAY OF BREVARD COUNTY 1100 ROCKLEDGE BLVD STE 300 ROCKLEDGE FL 32955 590836384 501(C)(3) 9350 0 GENERAL CHARITABLE OPERATIONS UNITED WAY OF BROWARD COUNTY 1300 S ANDREWS AVENUE ANSIN BULDING FORT LAUDERDALE FL 333161838 590624402 501(C)(3) 25000 0 GENERAL CHARITABLE OPERATIONS UNITED WAY OF BUCKS COUNTY 413 HOOD BLVD FAIRLESS HILLS PA 190302901 231409706 501(C)(3) 10000 0 GENERAL CHARITABLE OPERATIONS UNITED WAY OF BUFFALO & ERIE COUNTY 742 CLEVELAND AVENUE BUFFALO NY 14209 160743969 501(C)(3) 58754 0 ECONOMIC MOBILITY, DISASTER RELIEF & RECOVERY UNITED WAY OF CALIFORNIA 1107 FAIR OAKS AVENUE SUITE 12 SOUTH PASADENA CA 91030 941225382 501(C)(3) 40000 0 HUMAN & SOCIAL SERVICES UNITED WAY OF CENTRAL & SOUTHERN UTAH 148 N 100 W PROVO UT 84601 942851681 501(C)(3) 32400 0 ECONOMIC MOBILITY UNITED WAY OF CENTRAL ALABAMA INC 3600 8TH AVENUE SOUTH BIRMINGHAM AL 35222 630288846 501(C)(3) 20400 0 ECONOMIC MOBILITY, GENERAL CHARITABLE OPERATIONS UNITED WAY OF CENTRAL CAROLINAS INC 601 EAST 5TH ST STE 350 CHARLOTTE NC 28202 560529948 501(C)(3) 308850 0 GENERAL CHARITABLE OPERATIONS UNITED WAY OF CENTRAL FLORIDA 5605 US HWY 98 S LAKELAND FL 33812 592116280 501(C)(3) 34175 0 ECONOMIC MOBILITY, GENERAL CHARITABLE OPERATIONS UNITED WAY OF CENTRAL GEORGIA INC 301 MULBERRY STREET MACON GA 31201 580639811 501(C)(3) 40800 0 ECONOMIC MOBILITY, HUMAN & SOCIAL SERVICES UNITED WAY OF CENTRAL IOWA 1111 NINTH STREET SUITE 100 DES MOINES IA 503142527 420680425 501(C)(3) 13600 0 NUTRITION & FOOD SECURITY UNITED WAY OF CENTRAL MARYLAND 1800 WASHINGTON BLVD SUITE 340 BALTIMORE MD 21230 520591543 501(C)(3) 129700 0 GEN. CHARITABLE OPS, HEALTH EQUITY, HUMAN & SOCIAL SVCS, ECON. 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CHARITABLE OPERATIONS, HUMAN & SOCIAL SERVICES UNITED WAY OF GREATER KANSAS CITY 801 WEST 47TH STREET SUITE 500 KANSAS CITY MO 641121377 440545812 501(C)(3) 40500 0 ECONOMIC MOBILITY UNITED WAY OF GREATER KNOXVILLE 1301 HANNAH AVENUE KNOXVILLE TN 37921 620475748 501(C)(3) 45000 0 GENERAL CHARITABLE OPERATIONS, HEALTH EQUITY UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY 225 W VINE ST MILWAUKEE WI 532123935 390806190 501(C)(3) 50000 0 HUMAN & SOCIAL SERVICES UNITED WAY OF GREATER NASHVILLE 250 VENTURE CIRCLE NASHVILLE TN 372281604 620533104 501(C)(3) 100000 0 GENERAL CHARITABLE OPERATIONS UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY 1800 JOHN F KENNEDY BLVD STE 1200 PHILADELPHIA PA 19100 231556045 501(C)(3) 131065 0 GENERAL CHARITABLE OPERATIONS, COMMUNITY ENGAGEMENT UNITED WAY OF GREATER RICHMOND & PETERSBURG 7814 CAROUSEL LANE 400 RICHMOND VA 23294 237375346 501(C)(3) 100800 0 ECONOMIC MOBILITY, GENERAL CHARITABLE OPERATIONS UNITED WAY OF GREATER ST LOUIS INC PO BOX 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COUNTY 305 N CENTER STREET STATESVILLE NC 28677 560792674 501(C)(3) 7708 0 GENERAL CHARITABLE OPERATIONS, ECONOMIC MOBILITY UNITED WAY OF KENTUCKY 334 E BROADWAY STE 308 LOUISVILLE KY 402021739 311106795 501(C)(3) 30000 0 DISASTER RELIEF & RECOVERY UNITED WAY OF KERN COUNTY 1707 EYE ST 3RD FLOOR BAKERSFIELD CA 93301 952274560 501(C)(3) 10800 0 ECONOMIC MOBILITY UNITED WAY OF KING COUNTY 720 2ND AVE SEATTLE WA 981041702 910565555 501(C)(3) 166951 0 NUTRITION & FOOD SECURITY, ECONOMIC MOBILITY UNITED WAY OF KITSAP COUNTY 645 4TH UNIT 101 BREMERTON WA 98337 910623990 501(C)(3) 8000 0 HUMAN & SOCIAL SERVICES UNITED WAY OF LAKE & SUMTER COUNTIES INC 32644 BLOSSOM LANE LEESBURG FL 34788 591143758 501(C)(3) 9450 0 GENERAL CHARITABLE OPERATIONS UNITED WAY OF LANCASTER COUNTY 1910 HARRINGTON DR LANCASTER PA 17601 231352093 501(C)(3) 28600 0 NUTRITION & FOOD SECURITY, GENERAL CHARITABLE OPERATIONS UNITED WAY OF LANE COUNTY 3171 GATEWAY LOOP SPRINGFIELD OR 97477 930394142 501(C)(3) 23100 0 ECONOMIC MOBILITY UNITED WAY OF LEE COUNTY INC 507 N STEELE STREET ROOM 209 SANFORD NC 27330 237107722 501(C)(3) 42500 0 GENERAL CHARITABLE OPERATIONS, HUMAN & SOCIAL SERVICES, DISASTER RELIEF & RECOVERY UNITED WAY OF LEE HENDRY AND GLADES COUNTIES 7273 CONCOURSE DR FORT MYERS FL 33908 591005169 501(C)(3) 10000 0 GENERAL CHARITABLE OPERATIONS UNITED WAY OF LINCOLN & LANCASTER COUNTY 238 S 13TH ST STE 100 LINCOLN NE 68508 470376624 501(C)(3) 19250 0 ECONOMIC MOBILITY UNITED WAY OF LOGAN COUNTY INC 130 S MAIN STREET 109 BELLEFONTAINE OH 43311 340905716 501(C)(3) 5250 0 ECONOMIC MOBILITY UNITED WAY OF LONG ISLAND 819 GRAND BOULEVARD DEER PARK NY 117295703 116042392 501(C)(3) 12150 0 ECONOMIC MOBILITY UNITED WAY OF MADISON COUNTY INC 701 ANDREW JACKSON WAY HUNTSVILLE AL 35601 630366294 501(C)(3) 79500 0 GENERAL CHARITABLE OPERATIONS, ECONOMIC MOBILITY, HUMAN & SOCIAL SERVICES UNITED WAY OF MARION COUNTY INC 1402 NE 2ND ST OCALA FL 34470 310641236 501(C)(3) 20000 0 GENERAL CHARITABLE OPERATIONS, HUMAN & SOCIAL SERVICES UNITED WAY OF METROPOLITAN DALLAS INC 1800 N LAMAR STREET DALLAS TX 75202 756005352 501(C)(3) 182350 0 GENERAL CHARITABLE OPERATIONS, HEALTH UNITED WAY OF MIAMI-DADE ANSIN BLDG 3250 SW THIRD AVENUE MIAMI FL 331292712 590830840 501(C)(3) 25000 0 GENERAL CHARITABLE OPERATIONS UNITED WAY OF NEW YORK CITY 205 42ND STREET NEW YORK NY 10016 132617681 501(C)(3) 47150 0 ECONOMIC MOBILITY UNITED WAY OF NORTH CAROLINA 1130 KILDARE FARM ROAD SUITE 100 CARY NC 27511 560564547 501(C)(3) 50000 0 ECONOMIC MOBILITY UNITED WAY OF NORTH CENTRAL FLORIDA 6031 NW 1ST PL GAINESVILLE FL 326072025 590808855 501(C)(3) 5050 0 GENERAL CHARITABLE OPERATIONS UNITED WAY OF NORTHEAST FLORIDA INC 40 E ADAMS STREET SUITE 301 JACKSONVILLE FL 32202 590637825 501(C)(3) 113700 0 ECONOMIC MOBILITY, GENERAL CHARITABLE OPERATIONS UNITED WAY OF NORTHEAST GEORGIA 1 HUNTINGTON ROAD SUITE 805 ATHENS GA 30606 586008133 501(C)(3) 25000 0 GENERAL CHARITABLE OPERATIONS, ECONOMIC MOBILITY UNITED WAY OF NORTHERN NEVADA AND THE SIERRA 639 ISBELL ROAD SUITE 460 RENO NV 89509 880059327 501(C)(3) 11550 0 ECONOMIC MOBILITY UNITED WAY OF NORTHERN SHENANDOAH VALLEY PO BOX 460 WINCHESTER VA 22601 540525106 501(C)(3) 20000 0 GENERAL CHARITABLE OPERATIONS UNITED WAY OF NORTHWEST ARKANSAS 100 PARKWOOD ST LOWELL AR 72745 710305700 501(C)(3) 42280 0 ECONOMIC MOBILITY UNITED WAY OF NORTHWEST GEORGIA 816 S THORNTON AVE DALTON GA 30720 580905881 501(C)(3) 50000 0 GENERAL CHARITABLE OPERATIONS, ECONOMIC MOBILITY UNITED WAY OF NORTHWEST VERMONT INC 412 FARRELL STREET SUITE 200 BURLINGTON VT 05403 030217229 501(C)(3) 25000 0 ECONOMIC MOBILITY UNITED WAY OF ONSLOW COUNTY INC 403 N BAYSHORE BLVD JACKSONVILLE NC 28540 237356577 501(C)(3) 6750 0 ECONOMIC MOBILITY UNITED WAY OF PALM BEACH COUNTY 477 S ROSEMARY AVE STE 230 WEST PALM BEACH FL 33401 590683258 501(C)(3) 25000 0 GENERAL CHARITABLE OPERATIONS UNITED WAY OF PASCO COUNTY 17230 CAMELOT COURT L AND O LAKES FL 346387202 592193178 501(C)(3) 20000 0 GENERAL CHARITABLE OPERATIONS UNITED WAY OF PIERCE COUNTY PO BOX 2215 TACOMA WA 984012215 910650669 501(C)(3) 64050 0 ECONOMIC MOBILITY UNITED WAY OF PITT COUNTY PO BOX 1028 GREENVILLE NC 27834 560671360 501(C)(3) 10000 0 GENERAL CHARITABLE OPERATIONS UNITED WAY OF ROANOKE VALLEY INC 325 CAMPBELL AVE SW ROANOKE VA 240163624 540535302 501(C)(3) 30000 0 GENERAL CHARITABLE OPERATIONS UNITED WAY OF ROBESON COUNTY PO BOX 2652 LUMBERTON NC 283592652 581636285 501(C)(3) 15000 0 GENERAL CHARITABLE OPERATIONS UNITED WAY OF RUTHERFORD COUNTY INC P O BOX 823 MURFREESBORO TN 37129 561030597 501(C)(3) 15000 0 GENERAL CHARITABLE OPERATIONS UNITED WAY OF SALT LAKE 257 E 200 SOUTH SUITE 300 SALT LAKE CITY UT 841118099 870227091 501(C)(3) 130180 0 HUMAN & SOCIAL SERVICES, ECONOMIC MOBILITY UNITED WAY OF SAN ANTONIO AND BEXAR COUNTY PO BOX 898 SAN ANTONIO TX 78148 812566792 501(C)(3) 25000 0 GENERAL CHARITABLE OPERATIONS UNITED WAY OF SANTA CRUZ COUNTY 4450 CAPITOLA RD STE 106 CAPITOLA CA 95010 941422471 501(C)(3) 6050 0 ECONOMIC MOBILITY UNITED WAY OF SOUTH CENTRAL MICHIGAN 709 S WESTNEDGE AVE KALAMAZOO MI 490076003 381359193 501(C)(3) 40000 0 ECONOMIC MOBILITY UNITED WAY OF SOUTH HAMPTON ROADS 2515 WALMER AVENUE NORFOLK VA 23513 540506322 501(C)(3) 90000 0 GENERAL CHARITABLE OPERATIONS UNITED WAY OF SOUTH SARASOTA COUNTY INC 4242 SOUTH TAMIAMI TRAIL VENICE FL 34293 591100846 501(C)(3) 33000 0 GENERAL CHARITABLE OPERATIONS, ECONOMIC MOBILITY UNITED WAY OF SOUTHEAST LOUISIANA 2515 CANAL STREET NEW ORLEANS LA 701196435 720471369 501(C)(3) 30000 0 DISASTER RELIEF & RECOVERY UNITED WAY OF SOUTHERN CAMERON COUNTY 634 EAST LEVEE ST BROWNSVILLE TX 78520 741241385 501(C)(3) 25000 0 ECONOMIC MOBILITY UNITED WAY OF SOUTHERN KENTUCKY INC PO BOX 3330 BOWLING GREEN KY 421023330 610590564 501(C)(3) 10250 0 GENERAL CHARITABLE OPERATIONS, ECONOMIC MOBILITY UNITED WAY OF SOUTHWEST ALABAMA INC 218 ST FRANCIS STREET MOBILE AL 36602 630351568 501(C)(3) 31750 0 ECONOMIC MOBILITY UNITED WAY OF SOUTHWEST GEORGIA PO BOX 70429 ALBANY GA 317080429 580655156 501(C)(3) 30950 0 ECONOMIC MOBILITY, GENERAL CHARITABLE OPERATIONS UNITED WAY OF ST JOSEPH COUNTY INC 3517 E JEFFERSON BLVD SOUTH BEND IN 46615 351063368 501(C)(3) 19250 0 ECONOMIC MOBILITY UNITED WAY OF SUMMIT & MEDINA 37 N HIGH ST AKRON OH 44308 341169257 501(C)(3) 72264 0 ECONOMIC MOBILITY UNITED WAY OF TARRANT COUNTY 201 NORTH RUPERT STREET SUITE 107 FORT WORTH TX 76107 750858360 501(C)(3) 20000 0 GENERAL CHARITABLE OPERATIONS UNITED WAY OF THE BIG BEND INC 307 E 7TH AVE TALLAHASSEE FL 32303 596011150 501(C)(3) 7500 0 GENERAL CHARITABLE OPERATIONS UNITED WAY OF THE BLUEGRASS 651 PERIMETER DR STE 510 LEXINGTON KY 40517 610444579 501(C)(3) 17400 0 ECONOMIC MOBILITY, GENERAL CHARITABLE OPERATIONS UNITED WAY OF THE BRAZOS VALLEY INC 1716 BRIARCREST DRIVE SUITE 155 BRYAN TX 77802 740250241 501(C)(3) 25000 0 GENERAL CHARITABLE OPERATIONS UNITED WAY OF THE CENTRAL SAVANNAH RIVER AREA 1765 BROAD STREET AUGUSTA GA 30904 580566155 501(C)(3) 62400 0 GENERAL CHARITABLE OPERATIONS, ECONOMIC MOBILITY UNITED WAY OF THE CHATTAHOOCHEE VALLEY PO BOX 1157 COLUMBUS GA 319021157 580572434 501(C)(3) 22000 0 GENERAL CHARITABLE OPERATIONS UNITED WAY OF THE COASTAL EMPIRE INC 428 BULL STREET SAVANNAH GA 314014963 580623623 501(C)(3) 54150 0 ECONOMIC MOBILITY, GENERAL CHARITABLE OPERATIONS UNITED WAY OF THE GREATER LEHIGH VALLEY 1110 AMERICAN PARKWAY NORTHEAST SUITE F-120 ALLENTOWN PA 18109 232657933 501(C)(3) 20000 0 GENERAL CHARITABLE OPERATIONS UNITED WAY OF THE LOWER EASTERN SHORE 801 N SALISBURY BOULEVARD SUITE 202 SALISBURY MD 21801 526016589 501(C)(3) 10000 0 GENERAL CHARITABLE OPERATIONS UNITED WAY OF THE MIDLANDS 1818 BLANDING STREET COLUMBIA SC 29201 470376605 501(C)(3) 132400 0 GENERAL CHARITABLE OPERATIONS, ECONOMIC MOBILITY, HUMAN & SOCIAL SERVICES UNITED WAY OF THE MID-SOUTH 1005 TILLMAN STREET MEMPHIS TN 38112 561010742 501(C)(3) 70000 0 GENERAL CHARITABLE OPERATIONS UNITED WAY OF THE MOHAWK VALLEY INC 258 GENESEE ST 1ST FL UTICA NY 13501 150532074 501(C)(3) 5400 0 ECONOMIC MOBILITY UNITED WAY OF THE NATIONAL CAPITAL AREA 1015 15TH ST NW STE1200 WASHINGTON DC 20005 530234290 501(C)(3) 20000 0 GENERAL CHARITABLE OPERATIONS UNITED WAY OF THE PIEDMONT PO BOX 5624 SPARTANBURG SC 293045624 570314377 501(C)(3) 10000 0 GENERAL CHARITABLE OPERATIONS UNITED WAY OF THE PLAINS 245 N WATER ST WICHITA KS 67202 480547688 501(C)(3) 5198 0 ECONOMIC MOBILITY UNITED WAY OF VOLUSIA-FLAGLER CO INC 1530 CORNERSTONE BLVD DAYTONA BEACH FL 32124 591099774 501(C)(3) 15000 0 GENERAL CHARITABLE OPERATIONS UNITED WAY OF WALTON COUNTY PO BOX 582 MONROE GA 306550582 581866454 501(C)(3) 5950 0 ECONOMIC MOBILITY, GENERAL CHARITABLE OPERATIONS UNITED WAY OF WEST FLORIDA INC 1301 W GOVERNMENT ST PENSACOLA FL 325015314 590651076 501(C)(3) 45000 0 ECONOMIC MOBILITY UNITED WAY OF WEST TENNESSEE INC 470 N PARKWAY SUITE B JACKSON TN 38305 620590257 501(C)(3) 10000 0 GENERAL CHARITABLE OPERATIONS UNITED WAY OF WESTCHESTER AND PUTNAM INC 336 CENTRAL PARK AVE WHITE PLAINS NY 10606 131997636 501(C)(3) 109500 0 ECONOMIC MOBILITY UNITED WAY OF WILSON COUNTY INC PO BOX 1147 WILSON NC 278941147 566021445 501(C)(3) 123800 0 GENERAL CHARITABLE OPERATIONS UNITED WAY OF WISCONSIN 2059 ATWOOD AVE MADISON WI 537046608 391609340 501(C)(3) 40000 0 ECONOMIC MOBILITY UNITED WAY OF YORK COUNTY 140 EAST MARKET STREET YORK PA 17403 231352588 501(C)(3) 8000 0 GENERAL CHARITABLE OPERATIONS UNITED WAY SUNCOAST 5201 W KENNEDY BOULEVARD SUITE 600 TAMPA FL 336091820 593725701 501(C)(3) 73000 0 ECONOMIC MOBILITY, GENERAL CHARITABLE OPERATIONS UNITED WAYS OF THE PACIFIC NORTHWEST 400 UNION AVE SE STE 200 OLYMPIA WA 98501 911055031 501(C)(3) 30000 0 DISASTER RELIEF & RECOVERY VIA VISUALLY IMPAIRED ADVANCEMENT 1170 MAIN STREET BUFFALO NY 14209 160743930 501(C)(3) 71350 0 ECONOMIC MOBILITY, HUMAN & SOCIAL SERVICES VOLUNTEERS OF AMERICA WESTERN WASHINGTON PO BOX 839 EVERETT WA 98206 910577129 501(C)(3) 8000 0 HUMAN & SOCIAL SERVICES WASHINGTON HUMANE SOCIETY 71 OGLETHORPE STREET NW WASHINGTON DC 20011 530219724 501(C)(3) 10000 0 ECONOMIC MOBILITY 167 0 PART I, LINE 2: PROCEDURES FOR MONITORING USE OF GRANT FUNDS GRANTEES ARE REQUIRED TO SUBMIT A NARRATIVE PROPOSAL AND BUDGET ABOUT THE PROJECT FOR WHICH FUNDING IS BEING REQUESTED, IN ORDER TO BE CONSIDERED FOR FUNDING. WHEN FUNDS ARE AWARDED, THE GRANTEE IS REQUIRED TO SIGN A BINDING CONTRACT WHICH ESTABLISHES THE PURPOSE OF THE FUNDING AND REQUIRED THE SUBMISSION OF AN INTERIM AND FINAL FINANCIAL REPORT, ALONG WITH THE NARRATIVE REPORTS, DETAILING THE ACTUAL EXPENSES AND DESCRIBING THE ACTUAL USAGE OF THE AWARDED FUNDS. THE FINANCIAL REPORTS MUST BE SIGNED BY THE AUTHORIZED FINANCE PERSONNEL OF THE GRANTEE ORGANIZATION. THESE REPORTS ARE REVIEWED BY THE DESIGNATED UNITED WAY WORLDWIDE MANAGER OVERSEEING THE PROJECT(S), AND THEN COMPARED TO THE ORIGINAL PROPOSAL SUBMITTED WHEN THE FUNDING WAS REQUESTED. X 1 1 X X X X X 1 0 0 0 0 0 0 1 0 ANGELA WILLIAMS CHIEF EXECUTIVE OFFICER 599409 0 380000 0 11791 0 13199 0 41017 0 1045416 0 100000 0 BRUCE FRIEDMAN SVP, FINANCE TO 9/23; CFO 279871 0 85000 0 9093 0 9270 0 55012 0 438246 0 0 0 ALICE ARCHCABAL EVP, DEVELOPMENT 385159 0 19000 0 10098 0 5937 0 540 0 420734 0 0 0 ODESSA JACKSON GENERAL COUNSEL & CRO 352762 0 29167 0 11380 0 11915 0 7437 0 412661 0 0 0 LADAWN NAEGLE EVP, CHIEF OF STAFF 270858 0 60000 0 10610 0 11107 0 33017 0 385592 0 0 0 JACQUELINE GORDON EVP, PEOPLE & CULTURE (TO 9/23) 284090 0 42000 0 40237 0 10202 0 843 0 377372 0 0 0 OMOIYE KINNEY EVP, MARKETING & COMMUNICATION 280428 0 20833 0 6158 0 9706 0 16189 0 333314 0 0 0 THOMAS LOWERY SVP, NETWORK RESILIENCE 242554 0 15000 0 10871 0 2236 0 41022 0 311683 0 0 0 ERIN BUDDE SVP, STRATEGIC INSIGHTS 227178 0 28107 0 6037 0 10987 0 38378 0 310687 0 0 0 RACHEL SMALL SVP, GOVERNMENT PARTNERSHIPS 256227 0 7620 0 4807 0 3089 0 16191 0 287934 0 0 0 MAUREEN GRANT HAYES VP, MAJOR DONOR RELATIONS 224200 0 0 0 10097 0 17336 0 17939 0 269572 0 0 0 JOHN FARDEN EVP, GLOBAL NTWK ADV & OPS(BEG 4/23) 258701 0 0 0 3899 0 0 0 3799 0 266399 0 0 0 DR NICOLE COOPER EVP, CHIEF STR & INNOV OFF(BEG 4/23) 205713 0 50000 0 3256 0 0 0 6979 0 265948 0 0 0 MOLLY VANDERLOO EVP, CHIEF FINANCIAL OFF (5/23-9/23) 109641 0 20000 0 122613 0 0 0 8032 0 260286 0 0 0 BYRON GARRETT EVP, GOVT PARTNERSHIPS (BEG 7/23) 198451 0 10000 0 5131 0 0 0 9845 0 223427 0 0 0 LAWANA JONES EVP, CHIEF TECHNOLOGY OFF (BEG 4/23) 176261 0 20000 0 6789 0 7246 0 11206 0 221502 0 0 0 BRIAN GALLAGHER FORMER CEO 0 0 0 0 188776 0 0 0 0 0 188776 0 62990 0 PART I, LINE 1A THE PRESIDENT & CHIEF EXECUTIVE OFFICER AND A SMALL NUMBER OF OTHER EMPLOYEES WHO ROUTINELY TRAVEL OVERSEAS MAY BE REIMBURSED FOR BUSINESS CLASS AIR TRAVEL (FIRST CLASS IF THERE ARE ONLY TWO CLASSES) WHEN TRAVELING FOR BUSINESS PURPOSES ON FLIGHTS LONGER THAN FOUR HOURS. SUCH TRIPS ARE SUBJECT TO RULES OF THE ORGANIZATION'S ACCOUNTABLE PLAN AND CONSIDERED NON-TAXABLE IF PAID BY UWW. PART I, LINE 3 THE EXECUTIVE COMPENSATION COMMITTEE ("THE COMMITTEE") OF THE BOARD OF TRUSTEES OF UNITED WAY WORLDWIDE ("UWW") IS RESPONSIBLE FOR GOVERNANCE AND OVERSIGHT OF COMPENSATION AND BENEFITS PROGRAMS FOR THE UWW CHIEF EXECUTIVE OFFICER AND OTHER EXECUTIVE LEVEL STAFF ("EXECUTIVES"), AND FOR ENSURING THAT THE COMPENSATION POLICIES OF UWW ARE CONSISTENT WITH AND IN SUPPORT OF THE ORGANIZATION'S MISSION, VALUES AND GOALS. ON AN ANNUAL BASIS, THE COMMITTEE IS RESPONSIBLE FOR EVALUATING THE PERFORMANCE OF THE CEO AND RECOMMENDING TO THE FULL BOARD OF TRUSTEES FOR APPROVAL ANY ADJUSTMENTS TO HIS OR HER COMPENSATION AND BENEFITS, INCLUDING INCENTIVE AWARDS. THE COMMITTEE IS ALSO RESPONSIBLE FOR REVIEWING FOR REASONABLENESS THE CEO'S RECOMMENDATIONS FOR COMPENSATION AND BENEFITS OF THE OTHER EXECUTIVES. FINALLY, THE COMMITTEE IS RESPONSIBLE FOR REVIEWING AND RECOMMENDING TO THE FULL BOARD FOR APPROVAL ANY NEW COMPENSATION OR BENEFITS PLANS OR PROGRAMS, OR ANY CHANGES TO EXISTING PLANS AND PROGRAMS THAT RELATE TO THE CEO OR THE EXECUTIVES. THE COMMITTEE ENGAGES A THIRD-PARTY CONSULTANT TO PROVIDE COMPENSATION DATA FROM COMPARABLE ORGANIZATIONS ON AT LEAST A BIENNIAL BASIS. THE COMMITTEE REVIEWS AND DISCUSSES THAT DATA BEFORE DETERMINING THE COMPENSATION OF THE CEO AND REASONABLENESS OF THE COMPENSATION OF OTHER EXECUTIVES. SUCH DECISION IS DOCUMENTED CONTEMPORANEOUSLY BY THE COMMITTEE. PART I, LINE 4A THE FOLLOWING INDIVIDUAL RECEIVED A SEVERANCE PAYMENT PURSUANT TO THE POLICIES AND PROCEDURES OF UNITED WAY WORLDWIDE UPON SEPARATION. THE SEVERANCE PAYMENT IS INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III) AS PART OF OTHER REPORTABLE COMPENSATION: MOLLY VANDERLOO $93,889 PART I, LINE 7 THE EXECUTIVE MANAGEMENT TEAM IS PAID A BONUS BASED UPON A COMBINATION OF INDIVIDUAL PERFORMANCE GOALS APPROVED BY THE BOARD AND THE PERFORMANCE OF THE ORGANIZATION. IT IS NOT A MATRIX BASED ON A SCORE BUT SOMEWHAT DISCRETIONARY. FORM 990, PART III, LINE 1 ORGANIZATION'S MISSION FOR 137 YEARS, THE UNITED WAY NETWORK HAS SERVED AS A VEHICLE FOR VOLUNTEERS, DONORS, PARTNERS AND ADVOCATES WHO SEEK TO CHANGE LIVES AND COMMUNITIES THROUGH SERVICE, COLLABORATION AND IMPACT. AS ONE OF THE WORLD'S LARGEST PRIVATELY FUNDED CHARITIES, THE UNITED WAY NETWORK SERVES 95% OF U.S. COMMUNITIES AND 37 COUNTRIES AND TERRITORIES. UWW SEEKS TO SUPPORT THE NETWORK IN ADVANCING THE COLLECTIVE MISSION OF UNITED WAY TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF COMMUNITIES AROUND THE WORLD. IN 2023 UNITED WAY WAS THE MISSION OF CHOICE FOR 1.5 MILLION VOLUNTEERS, 6.8 MILLION DONORS, AND 45,000 CORPORATE PARTNERS IN MORE THAN 1,100 COMMUNITIES WORLDWIDE. UNITED WAY WORLDWIDE (UWW) IS THE NETWORK'S GLOBAL LEADERSHIP ORGANIZATION, BASED IN ALEXANDRIA, VIRGINIA. UWW SEEKS TO SUPPORT THE NETWORK IN ADVANCING THE COLLECTIVE MISSION OF UNITED WAY TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF COMMUNITIES AROUND THE WORLD. UWW PROVIDES SUPPORT FOR THE GLOBAL NETWORK IN KEY PROGRAMMATIC AREAS OF BRAND STEWARDSHIP, GLOBAL FUNDRAISING AT SCALE, ADVOCACY AND PUBLIC POLICY, AND LEADERSHIP DEVELOPMENT AND TRAINING. UWW IS LARGELY FUNDED BY MEMBERSHIP DUES FROM THE UNITED WAY NETWORK. THESE LOCAL, STATE, REGIONAL AND COUNTY UNITED WAYS AROSS THE WORLD ARE AUTONOMOUS CHARITABLE ORGANIZATIONS. FORM 990, PART III, LINE 4A GLOBAL NETWORK ADVANCEMENT - THE GLOBAL NETWORK ADVANCEMENT TEAM PROVIDES GOVERNANCE, RESOURCE DEVELOPMENT, PROGRAM CAPACITY BUILDING SUPPORT, MEMBER GRANT DISTRIBUTION SERVICES, AND TRAINING TO UNITED WAY MEMBERS AROUND THE WORLD. FORM 990, PART III, LINE 4B DONOR ADVISED GIVING (DOMESTIC AND INTERNATIONAL) - THE UNITED WAY DONOR ADVISED GIVING PROGRAM (DAF & IDAG) FACILITATES GRANTS TO DOMESTIC AND INTERNATIONAL ORGANIZATIONS, BASED ON RECOMMENDATIONS BY PROGRAM CONTRIBUTORS, THAT MEET PROGRAMMATIC OR GEOGRAPHIC INTERESTS OF BOTH THE DONOR AND UNITED WAY WORLDWIDE. THROUGH DAF AND IDAG, DONORS CAN PROVIDE FUNDING FOR GRANTS TO A VARIETY OF CHARITABLE/NON-GOVERNMENTAL ORGANIZATIONS, SUCH AS SCHOOLS, ORPHANAGES, HOSPITALS, COMMUNITY DEVELOPMENT AND RESEARCH CENTERS AND A NETWORK OF UNITED WAYS IN THE UNITED STATES OF AMERICA AND OTHER COUNTRIES AROUND THE WORLD. GRANTS CAN BE USED FOR CHARITABLE PURPOSES IN A PARTICULAR COUNTRY, REGION, OR FIELD OF INTEREST AND SUPPORT A SPECIFIC CHARITABLE ORGANIZATION INSIDE OR OUTSIDE THE UNITED STATES. FORM 990, PART III, LINE 4C DIGITAL SERVICES - THE UNITED WAY DIGITAL SERVICES TEAM COLLABORATES WITH THE UNITED WAY NETWORK IN REGARD TO DIGITAL TECHNOLOGY-BASED DONOR ENGAGEMENT STRATEGIES. FORM 990, PART VI, SECTION A, LINE 6 CLASSES OF MEMBERS THE ORGANIZATION HAS ONE CLASS OF MEMBERS. MEMBER RIGHTS AND RESPONSIBILITIES ARE DEFINED IN THE MEMBERSHIP LICENSE AGREEMENT. EACH MEMBER HAS ONE VOTE ON MATTERS REQUIRING MEMBER APPROVAL PER THE BYLAWS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ELECTING MEMBERS OF GOVERNING BODY NOMINEES TO THE BOARD OF TRUSTEES MUST BE APPROVED BY THE MEMBERSHIP, BY A MAJORITY VOTE. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS REQUIRING APPROVAL BY MEMBERS MEMBERS MUST APPROVE THE AMENDMENTS TO THE BYLAWS OF THE ORGANIZATION AND ANY MATERIAL CHNAGES TO THE MISSION OF THE ORGANIZATION AND U.S. MEMBERS MUST APPROVE ANY CHANGES TO U.S. MEMBERSHIP DUES. FORM 990, PART VI, SECTION B, LINE 11B REVIEW OF FORM 990 BY GOVERNING BODY THE ORGANIZATION'S FORM 990 UNDERGOES A NUMBER OF INTERNAL AND EXTERNAL REVIEWS BEFORE IT IS FILED WITH THE IRS. THE RETURN IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND THEN REVIEWED BY: THE ORGANIZATION'S EXECUTIVE VICE PRESIDENT & CFO, AND BY THE AUDIT COMMITTEE OF THE BOARD. LASTLY, IT IS SENT TO ALL BOARD MEMBERS BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY THE ORGANIZATON'S CONFLICT-OF-INTEREST POLICY WAS REVISED AND APPROVED BY THE BOARD OF TRUSTEES AND IS ENFORCED BY THE CHIEF COMPLIANCE AND ETHICS OFFICER. ANNUALLY BOARD MEMBERS, OFFICERS, SENIOR ADMINISTRATIVE PERSONNEL, AND KEY EMPLOYEES ARE REQUIRED TO FILE WITH THE CHIEF ETHICS AND COMPLIANCE OFFICER A CONFLICT-OF-INTEREST DECLARATION FORM. THE CHIEF ETHICS OFFICER USES THE INFORMATION TO ENSURE THAT ANY BOARD MEMBER WHO HAS A CONFLICT OF INTEREST IN ANY BUSINESS BEFORE THE BOARD IS RECUSED FROM PARTICIPATING IN THAT DECISION AND VOTE. FORM 990, PART VI, SECTION B, LINE 15 PROCESS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL THE EXECUTIVE COMPENSATION COMMITTEE ("THE COMMITTEE") OF THE BOARD OF TRUSTEES OF UNITED WAY WORLDWIDE ("UWW") IS RESPONSIBLE FOR OVERSIGHT OF COMPENSATION AND BENEFITS PROGRAMS FOR THE UWW CHIEF EXECUTIVE OFFICER AND OTHER EXECUTIVE LEVEL STAFF ("EXECUTIVES"), AND FOR ENSURING THAT THE COMPENSATION POLICIES OF UWW ARE CONSISTENT WITH AND IN SUPPORT OF THE ORGANIZATION'S MISSION, VALUES AND GOALS. ON AN ANNUAL BASIS, THE COMMITTEE IS RESPONSIBLE FOR EVALUATING THE PERFORMANCE OF THE CEO AND RECOMMENDING TO THE FULL BOARD OF TRUSTEES FOR APPROVAL ANY ADJUSTMENTS TO HIS OR HER COMPENSATION AND BENEFITS, INCLUDING INCENTIVE AWARDS. THE COMMITTEE IS ALSO RESPONSIBLE FOR REVIEWING AND RECOMMENDING TO THE FULL BOARD FOR APPROVAL ANY NEW COMPENSATION OR BENEFITS PLANS OR PROGRAMS, OR ANY CHANGES TO EXISTING PLANS AND PROGRAMS THAT RELATE TO THE CEO OR THE EXECUTIVES. THE COMMITTEE ENGAGES A THIRD-PARTY CONSULTANT TO PROVIDE COMPENSATION DATA FROM COMPARABLE ORGANIZATIONS ON AT LEAST A BIENNIAL BASIS. THE COMMITTEE REVIEWS AND DISCUSSES THAT DATA BEFORE DETERMINING THE COMPENSATION OF THE CEO AND EXECUTIVES. SUCH DECISION IS DOCUMENTED CONTEMPORANEOUSLY BY THE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 REQUIRED DOCUMENTS AVAILABLE TO THE PUBLIC THE ORGANIZATION'S GOVERNING DOCUMENTS, CODE OF ETHICS/CONFLICT OF INTEREST POLICY, AUDITED FINANCIAL STATEMENTS, AND FILED IRS FORM 990 ARE AVAILABLE ON ITS WEBSITE (WWW.UNITEDWAY.ORG). FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 9,667,864. MANAGEMENT AND GENERAL EXPENSES 1,035,036. FUNDRAISING EXPENSES 384,032. TOTAL EXPENSES 11,086,932. CONTRACT & TEMP SERVICES: PROGRAM SERVICE EXPENSES 300,960. MANAGEMENT AND GENERAL EXPENSES 637,386. FUNDRAISING EXPENSES 56,963. TOTAL EXPENSES 995,309. OTHER PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 3,425,977. MANAGEMENT AND GENERAL EXPENSES 171,282. TOTAL EXPENSES 3,597,259. FORM 990, PART XI, LINE 9: PENSION RELATED CHANGES 642,288. CHANGE IN NET ASSETS UPON DISSOLUTION OF UP PURPOSE -470,124. UNITED WAY DIGITAL HOLDINGS LLC 701 N FAIRFAX STREET ALEXANDRIA VA 22314 815211422 SOFTWARE DE 0 0 UNITED WAY WORLDWIDE UNITED WAY WORLDWIDE (ASIA) LIMITED ROOM 1901 19/F LEE GARDEN ON 33 CAUSEWAY BAY HK SEE PART VII HK 501(C)(3) LINE 7 UNITED WAY WORLDWIDE 1 FRONTSTREAM HOLDINGS LLC 11480 COMMERCE PARK DR SUITE 300 RESTON VA 201911575 383913855 FUNDRAISING CAMPAIGN PLEDGE PROCESSING DE N/A C 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 0 0 UNITED WAY WORLDWIDE (ASIA) LIMITED P 285516 COST SCHEDULE R, PART II, COLUMN (B): UNITED WAY WORLDWIDE (ASIA) LIMITED'S PRIMARY ACTIVITY IS LEADERSHIP AND SUPPORT FOR THE UWW NETWORK MEMBERS IN THE ASIA PACIFIC REGION.