2026-04-22T08:02:44-05:00 2025-06-30 475208450 NASH CPAS LLC 501 PROVIDENCE HWY NORWOOD MA 02062 990 2024-07-01 042104026 UNITED WAY OF GREATER FALL RIVER INC UNIT 5086788361 30 BEDFORD STREET PO BOX 2550 FALL RIVER MA 02722 JOAN M MEDEIROS TREASURER 5086788361 2026-04-22 1 1 RAECHEL GRADY P02395010 7812861320 2026-04-21 2024 2025-03-06 01:10:19Z JOAN M MEDEIROS 30 BEDFORD STREET PO BOX 2550 FALL RIVER MA 02722 3091810 0 X UWGFR.ORG X 1957 MA LEADS THE FIGHT FOR EQUITY, UNITING THE COMMUNITY TO ENSURE ALL HAVE RESOURCES TO THRIVE. 25 25 4 1126 0 0 1091624 1106002 0 0 1810793 858394 2365 -13990 2904782 1950406 1033477 973148 0 0 273476 316816 0 0 103689 175890 206380 1482843 1496344 1421939 454062 10559846 12566419 1093186 1009774 9466660 11556645 X 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. 0 0 1016000 973148 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. 122905 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. 1138905 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X X KIMBERLY J SMITH EXECUTIVE DIRECTOR 5086788361 30 BEDFORD STREET PO BOX 2550 FALL RIVER MA 02722 KIMBERLY SMITH EXECUTIVE DIRECTOR 40.00 0.00 X 96478 0 9821 SUSAN JENKINSON CHAIR 1.00 0.00 X X 0 0 0 FRANK SOUSA III CHAIR-ELECT 1.00 0.00 X X 0 0 0 JOAN MEDEIROS TREASURER 1.00 0.00 X X 0 0 0 MELISSA PANCHLEY SECRETARY 1.00 0.00 X X 0 0 0 DUGAN BECKER DIRECTOR 1.00 0.00 X 0 0 0 SHAUN BRANCO DIRECTOR 1.00 0.00 X 0 0 0 TARYN CABRAL DIRECTOR 1.00 0.00 X 0 0 0 JAMES GREGORY CLARKIN DIRECTOR 1.00 0.00 X 0 0 0 REBECCA COLLINS DIRECTOR 1.00 0.00 X 0 0 0 BENJAMIN COOPER DIRECTOR 1.00 0.00 X 0 0 0 LAURA DOUGLAS DIRECTOR 1.00 0.00 X 0 0 0 BEN FEITELBERG DIRECTOR 1.00 0.00 X 0 0 0 MONTE FERRIS DIRECTOR 1.00 0.00 X 0 0 0 CHRISTINA JOHNK DIRECTOR 1.00 0.00 X 0 0 0 JANNA LAFRANCE DIRECTOR 1.00 0.00 X 0 0 0 JASON LEVINE DIRECTOR 1.00 0.00 X 0 0 0 JOYCE LIVRAMENTO-YOUNG DIRECTOR 1.00 0.00 X 0 0 0 MICHELLE MARCOS DIRECTOR 1.00 0.00 X 0 0 0 MICHELLE PELLETIER DIRECTOR 1.00 0.00 X 0 0 0 JEFFREY PINEAULT DIRECTOR 1.00 0.00 X 0 0 0 STEVEN RUSSO DIRECTOR 1.00 0.00 X 0 0 0 GEORGE SHAKER JR DIRECTOR 1.00 0.00 X 0 0 0 ANDREW STINSON DIRECTOR 1.00 0.00 X 0 0 0 MOISE ST LOUIS DIRECTOR 1.00 0.00 X 0 0 0 JAMES WALLACE DIRECTOR 1.00 0.00 X 0 0 0 96478 0 9821 0 0 0 0 0 117053 988949 1106002 325565 325565 1649473 1116644 532829 532829 532829 0 117053 24760 -24760 -24760 OTHER INCOME 10770 10770 10770 1950406 0 0 844404 973148 973148 103604 39857 43501 20246 147288 56663 61843 28782 17891 6883 7512 3496 28579 10166 13000 5413 19454 7624 7914 3916 16785 16785 40987 40987 25871 25871 30448 6071 11330 13047 42264 19559 15188 7517 1227 599 425 203 MISCELLANEOUS 48798 18335 9394 21069 1496344 1138905 253750 103689 5101 435252 677741 291391 327523 309782 11053 14124 8819 5813 36714 30759 1092 5955 8259696 8752834 1268821 2751268 10559846 12566419 62704 65815 183600 156020 846882 787939 1093186 1009774 X 4591018 5389088 4875642 6167557 9466660 11556645 10559846 12566419 454062 266105 1369818 0 X 0 1 X 1 0 X 1720098 1173465 1398345 1091624 1106002 6489534 1720098 1173465 1398345 1091624 1106002 6489534 2015868 4473666 190325 184152 221280 1810793 858394 3264944 2547 1422 2365 10770 17104 9771582 0.45780 0.59010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4988609 387545 225775 5150379 6647687 73000 -1183763 548315 4988609 6280069 25530 342088 6647687 6796024 -480515 35440 6280069 5365034 1461681 30691 6796024 1.00000 1 0 36714 30759 5955 5955 RIGHT OF USE ASSET 51629 BENEFICIAL INTEREST IN PERPETUAL TRUST 2699639 2751268 OPERATING LEASE 51629 ALLOCATIONS AND DESIGNATIONS PAYABLE 736310 787939 X 2175524 266105 266105 1909419 40987 40987 1950406 1455357 0 1455357 40987 40987 1496344 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. AWARDS DINNER 76334 76334 14279 UNITED WE MOVE 40719 40719 10481 117053 117053 24760 24760 -24760 0 AMERICAN RED CROSS 286 SOUTH ST HYANNIS MA 02601 530196605 501 (C)3 27321 0 ALLOCATION BALANCED LEARNING CENTER 830 LANGLEY ST FALL RIVER MA 02720 833501633 501 (C)3 35000 0 ALLOCATION AND COMMUNITY IMPACT GRANT CHILDREN'S MUSEUM OF FALL RIVER 441 N MAIN ST FALL RIVER MA 02720 043552597 501 (C)3 10000 0 COMMUNITY IMPACT GRANT CITIZENS FOR CITIZENS 264 GRIFFIN ST FALL RIVER MA 02720 046134724 501 (C)3 16000 0 COMMUNITY IMPACT GRANT & FOOD GRANT COACHING 4 CHANGE 427 WINTHROP ST UNIT A TAUNTON MA 02780 273708397 501 (C)3 40000 0 ALLOCATION COMMUNITY CONNECTIONS INC 1082 DAVOL ST SUITE 100 FALL RIVER MA 02720 042871024 501 (C)3 7570 0 COMMUNITY IMPACT GRANT DIABETES ASSOCIATION 4 SOUTH MAIN ST FALL RIVER MA 02721 042665107 501 (C)3 53500 0 ALLOCATION FALL RIVER DEACONESS HOME 259 PROSPECT ST FALL RIVER MA 02722 042104749 501 (C)3 12500 0 COMMUNITY IMPACT GRANT & FOOD GRANT FALL RIVER YMCA TOTAL 199 NORTH MAIN ST FALL RIVER MA 02720 042104749 501 (C)3 14750 0 COMMUNITY IMPACT GRANT & FOOD GRANT FAMILY SERVICE ASSOCIATION 101 ROCK ST FALL RIVER MA 02720 042104058 501 (C)3 45000 0 ALLOCATION FIRST BAPTIST CHURCH OF FALL RIVER 228 N MAIN ST FALL RIVER MA 02720 042104178 501 (C)3 9000 0 COMMUNITY IMPACT GRANT & FOOD GRANT GFR RE-CREATION 45 ROCK ST FALL RIVER MA 02720 042491918 501 (C)3 50382 0 ALLOCATION AND COMMUNITY IMPACT GRANT HEALTHFIRST FAMILY CARE CENTER INC 387 QUARRY ST 100 FALL RIVER MA 02723 042503444 501 (C)3 12000 0 COMMUNITY IMPACT GRANT KATIE BROWN EDUCATIONAL PROGRAM 209 BEDFORD ST STE 302 FALL RIVER MA 02720 450480658 501 (C)3 8000 0 COMMUNITY IMPACT GRANT KIDS ACADEMY 101 ROCK ST FALL RIVER MA 02720 042104058 501 (C)3 42500 0 ALLOCATION MEDICINE HORSE 1600 EAGLEVILLE RD TIVERTON RI 02878 844555784 501 (C)3 6000 0 COMMUNITY IMPACT GRANT PEOPLE INC (COMMUNITY SUPPORTS) 4 SOUTH MAIN ST FALL RIVER MA 02721 042447216 501 (C)3 120000 0 ALLOATION AND FOOD GRANT POPE FRANCIS OUTREACH CENTER 1598 S MAIN ST FALL RIVER MA 02721 030493081 501 (C)3 6000 0 FOOD GRANT SAMARITANS PO BOX 1333 WESTPORT MA 02790 222474826 501 (C)3 32650 0 ALLOCATION SCHOOL ON WHEELS 100 LAUREL ST E BRIDGEWATER MA 02333 201020880 501 (C)3 10000 0 COMMUNITY IMPACT GRANT SER-JOBS FOR PROGRESS 164 BEDFORD ST FALL RIVER MA 02720 042664574 501 (C)3 65000 0 ALLOCATION AND COMMUNITY IMPACT GRANT SOURCE HUB 357 SOUTH MAIN ST FALL RIVER MA 02721 872011134 501 (C)3 6100 0 COMMUNITY IMPACT GRANT SOUTHEAST CENTER FOR INDEPENDENT LIVING 66 TROY ST FALL RIVER MA 02720 042939676 501 (C)3 7750 0 COMMUNITY IMPACT GRANT STEPPINGSTONE 111 DURFEE ST FALL RIVER MA 02720 042505146 501 (C)3 51500 0 ALLOCATION AND FOOD GRANT TEACH FOR AMERICA PO BOX 411359 BOSTON MA 02241 133541913 501 (C)3 50000 0 ALLOCATION THE ARC OF BRISTOL COUNTY 16 HILLSIDE AVE ATTLEBORO MA 02703 042281165 501 (C)3 60000 0 ALLOCATION THOMAS CHEW BOYS & GIRLS CLUB PO BOX 5155 FALL RIVER MA 02722 042103923 501 (C)3 82000 0 ALLOCATION AND COMMUNITY IMPACT GRANT UASPIRE 6 LIBERTY SQ PMB98549 BOSTON MA 02109 461314848 501 (C)3 8600 0 COMMUNITY IMPACT GRANT VETERANS ASSOC OF BRISTOL COUNTY 755 PINE ST FALL RIVER MA 02720 042977737 501 (C)3 13000 0 COMMUNITY IMPACT AND FOOD GRANT 43 43 BEN FEITELBERG BOARD MEMBER 1429 INSURANCE 0 JANNA LAFRANCE AND JEFFREY PINEAULT BOARD MEMBER 13850 EVENT PLANNING 0 STEVE RUSSO BOARD MEMBER 40987 INVESTMENT MANAGEMENT 0 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.