2025-01-15T10:48:10-06:00 2024-06-30 541517420 WALL EINHORN & CHERNITZER PC 150 W MAIN ST SUITE 1200 NORFOLK VA 23510 990 2023-07-01 541929483 UNITED WAY OF SOUTH HAMPTON ROADS FOUNDATION UNIT 7578538500 2515 WALMER AVENUE NORFOLK VA 23513 RONALD M UREN PRESIDENT & CEO 7578538500 2025-01-13 1 0 RICHARD E GROOVER P01328729 7576254700 2025-01-13 2023 2024-10-15 13:58:12Z RONALD M UREN 2515 WALMER AVENUE NORFOLK VA 23513 97280 0 X HTTPS://UNITEDWAYSHR.ORG/ABOUT/FOUNDATION/ X 1999 VA THE PURPOSE OF THE FOUNDATION IS TO BENEFIT AND CARRY OUT THE PURPOSES OF UNITED WAY OF SOUTH HAMPTON ROADS BY PROVIDING A LONG-TERM BASE OF FINANCIAL SUPPORT FOR UNITED WAY, ITS CERTIFIED AGENCIES AND ITS CHARITABLE, SOCIAL, EDUCATIONAL, AND HUMAN SERVICE PROGRAMS, ACTIVITIES AND PURPOSES. 11 10 0 10 0 0 0 61130 0 0 25435 36150 0 0 25435 97280 1050 1050 0 0 219454 60869 0 0 0 53169 35871 273673 97790 -248238 -510 58041886 56613233 56873870 55241337 1168016 1371896 X THE PURPOSE OF THE FOUNDATION IS TO BENEFIT AND CARRY OUT THE PURPOSES OF UNITED WAY OF SOUTH HAMPTON ROADS BY PROVIDING A LONG-TERM BASE OF FINANCIAL SUPPORT FOR UNITED WAY, ITS CERTIFIED AGENCIES AND ITS CHARITABLE, SOCIAL, EDUCATIONAL, AND HUMAN SERVICE PROGRAMS, ACTIVITIES AND PURPOSES. 0 0 1050 1050 THE PURPOSE OF THE FOUNDATION IS TO BENEFIT AND CARRY OUT THE PURPOSES OF UNITED WAY OF SOUTH HAMPTON ROADS BY PROVIDING A LONG-TERM BASE OF FINANCIAL SUPPORT FOR UNITED WAY, ITS CERTIFIED AGENCIES AND ITS CHARITABLE, SOCIAL, EDUCATIONAL, AND HUMAN SERVICE PROGRAMS, ACTIVITIES AND PURPOSES.AGENCY AFFILIATE FUNDS: THE FOUNDATION PROVIDES AN OPPORTUNITY FOR LOCAL AGENCIES TO INVEST THEIR FUNDS WITH THAT OF THE FOUNDATION. THIS OPPORTUNITY PROVIDES PROFESSIONAL MANAGEMENT AND OVERSIGHT OF INVESTED FUNDS. AGENCY AFFILIATED FUND AGREEMENTS ARE APPROVED BY THE BOARD OF TRUSTEES.DONOR ADVISED FUNDS: THE FOUNDATIONS DONOR ADVISED GIVING PROGRAM FACILITATES GRANTS TO DOMESTIC ORGANIZATIONS, BASED UPON RECOMMENDATIONS BY PROGRAM CONTRIBUTORS THAT MEET PROGRAMMATIC INTERESTS OF BOTH THE DONOR AND THE FOUNDATION. THROUGH INTERNATIONAL DONOR ADVISED GIVING, DONORS CAN PROVIDE FUNDING FOR GRANTS TO A VARIETY OF CHARITABLE ORGANIZATIONS 1050 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA X X THE ORGANIZATION 7578538500 2515 WALMER AVENUE NORFOLK VA 23513 LEWIS WEBB BOARD MEMBER 1.00 1.00 X 0 0 0 STEVE FREDRICKSON BOARD MEMBER 1.00 0.00 X 0 0 0 DARLEEN MASTIN CHAIR 1.00 1.00 X X 0 0 0 CHARLES BIRDSONG PRESIDENT 1.00 0.00 X X 0 0 0 ASHLEY GALLER BOARD MEMBER 1.00 0.00 X 0 0 0 DAWN GLYNN BOARD MEMBER 1.00 0.00 X 0 0 0 THOMAS HASTY III VICE-CHAIR 1.00 1.00 X X 0 0 0 RYAN INMAN BOARD MEMBER 1.00 0.00 X 0 0 0 ALAN NORDLINGER BOARD MEMBER 1.00 0.00 X 0 0 0 SANDY HARRIS BOARD MEMBER 1.00 0.00 X 0 0 0 RONALD M UREN CHIEF EXECUTIVE OFFICER 3.00 37.00 X 0 109232 15837 0 109232 15837 1 0 0 0 0 61130 61130 36150 36150 97280 0 0 36150 1050 1050 41443 41443 16414 16414 3012 3012 8399 8399 7558 7558 2499 2499 3060 3060 1459 1459 1019 1019 3228 3228 DUES & SUBSCRIPTIONS 7181 7181 REPAIRS & MAINTENANCE 755 755 UTILITIES 709 709 MISCELLANEOUS 4 4 97790 1050 96740 0 57835847 55786602 206039 826631 58041886 56613233 56873870 55241337 56873870 55241337 X 1168016 1371896 1168016 1371896 58041886 56613233 X -510 189942 14448 X X 0 1 X 1 0 X X 1 UNITED WAY OF SOUTH HAMPTON ROADS 540506322 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10 61130 1050 1355036 1 1 0 INVESTMENTS DUE TO OTHER FEDERATED AGENCIES 1450260 DUE TO UNITED WAY OF SOUTH HAMPTON ROADS 809771 INVESTMENTS DUE TO UNITED WAY OF SOUTH HAMPTON ROADS 52981306 55241337 X PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. INTERNAL REVENUE CODE SECTION 513(A) DEFINES AN UNRELATED TRADE OR BUSINESS OF AN EXEMPT ORGANIZATION AS ANY TRADE OR BUSINESS WHICH IS NOT SUBSTANTIALLY RELATED TO THE EXERCISE OR PERFORMANCE OF ITS EXEMPT PURPOSE. CURRENTLY THE FOUNDATION HAS NO OBLIGATION FOR ANY UNRELATED BUSINESS INCOME TAX. THE FOUNDATION BELIEVES IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS; HOWEVER, ANY PENALTIES AND INTEREST INCURRED AS A RESULT OF UNCERTAIN TAX POSITIONS WOULD BE RECORDED IN MISCELLANEOUS EXPENSES ON THE CONSOLIDATED STATEMENT OF FUNCTIONAL EXPENSES. 0 0 0 0 0 0 0 0 0 PART I, LINE 3 COMPENSATION FOR FORMER EXECUTIVE DIRECTOR WAS ESTABLISHED BY UNITED WAY OF SOUTH HAMPTON ROADS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE TAX RETURN IS EMAILED TO BOARD MEMBERS FOR REVIEW PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES ARE PROVIDED A COPY AT ORIENTATION. THEY REVIEW THE POLICY EVERY YEAR TO MAKE SURE THAT NO CONFLICTS HAVE ARISEN. FORM 990, PART VI, SECTION B, LINE 15 NONE OF THE ORGANIZATION'S OFFICERS OR DIRECTORS ARE COMPENSATED DIRECTLY BY THE FOUNDATION. THE UNITED WAY OF SOUTH HAMPTON ROADS PAYS THE COMPENSATION AND EMPLOYEE BENEFITS. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF CASH SURRENDER VALUE OF LIFE INSURANCE 14,448. FORM 990, PART XII, LINE 2C NO CHANGES HAVE BEEN MADE TO THE FOUNDATION'S OVERSIGHT PROCESS. UNITED WAY OF SOUTH HAMPTON ROADS 2515 WALMER AVE NORFOLK VA 23513 540506322 COMMUNITY NEEDS VA 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0