public disclosure copy 990 - united way worldwide form 990 2011... · than 2.5 million volunteers...

Form 990

Department of the Treasury Internal Revenue Service

Return of Organization Exempt From Income TaxUnder section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung

benefit trust or private foundation)

▶ The organization may have to use a copy of this return to satisfy state reporting requirements.

OMB No. 1545-0047

2011Open to Public

InspectionA For the 2011 calendar year, or tax year beginning , 2011, and ending , 20

B Check if applicable:

Address change

Name change

Initial return

Terminated

Amended return

Application pending

C Name of organization

Doing Business As

Number and street (or P.O. box if mail is not delivered to street address) Room/suite

City or town, state or country, and ZIP + 4

D Employer identification number

E Telephone number

F Name and address of principal officer:

G Gross receipts $

H(a) Is this a group return for affiliates? Yes No

H(b) Are all affiliates included? Yes No If “No,” attach a list. (see instructions)

H(c) Group exemption number ▶I Tax-exempt status: 501(c)(3) 501(c) ( ) ◀ (insert no.) 4947(a)(1) or 527

J Website: ▶

K Form of organization: Corporation Trust Association Other ▶ L Year of formation: M State of legal domicile:

Part I Summary

Act

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1 Briefly describe the organization’s mission or most significant activities:

2 Check this box ▶ if the organization discontinued its operations or disposed of more than 25% of its net assets.3 Number of voting members of the governing body (Part VI, line 1a) . . . . . . . . . 3 4 Number of independent voting members of the governing body (Part VI, line 1b) . . . . 4 5 Total number of individuals employed in calendar year 2011 (Part V, line 2a) . . . . . 5 6 Total number of volunteers (estimate if necessary) . . . . . . . . . . . . . . 6 7 a Total unrelated business revenue from Part VIII, column (C), line 12 . . . . . . . . 7a

b Net unrelated business taxable income from Form 990-T, line 34 . . . . . . . . . 7b

Rev

enue

Exp

ense

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et A

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Prior Year Current Year

8 Contributions and grants (Part VIII, line 1h) . . . . . . . . . . . .9 Program service revenue (Part VIII, line 2g) . . . . . . . . . . .

10 Investment income (Part VIII, column (A), lines 3, 4, and 7d) . . . . . .11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) . . .12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)13 Grants and similar amounts paid (Part IX, column (A), lines 1–3) . . . . .14 Benefits paid to or for members (Part IX, column (A), line 4) . . . . . .15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)16a Professional fundraising fees (Part IX, column (A), line 11e) . . . . . .

b Total fundraising expenses (Part IX, column (D), line 25) ▶

17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e) . . . . .18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) .19 Revenue less expenses. Subtract line 18 from line 12 . . . . . . . .

Beginning of Current Year End of Year

20 Total assets (Part X, line 16) . . . . . . . . . . . . . . . .21 Total liabilities (Part X, line 26) . . . . . . . . . . . . . . . .22 Net assets or fund balances. Subtract line 21 from line 20 . . . . . .

Part II Signature BlockUnder penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.

Sign Here

▲

Signature of officer Date▲

Type or print name and title

Paid Preparer Use Only

Print/Type preparer’s name Preparer's signature DateCheck if self-employed

PTIN

Firm’s name ▶ Firm's EIN ▶

Firm's address ▶ Phone no.

May the IRS discuss this return with the preparer shown above? (see instructions) . . . . . . . . . . . . Yes No

For Paperwork Reduction Act Notice, see the separate instructions. Cat. No. 11282Y Form 990 (2011)

PUBLIC DISCLOSURE COPY

UNITED WAY WORLDWIDE

701 NORTH FAIRFAX STREET

ALEXANDRIA, VA 22314

13-1635294

(703)836-7100

BRIAN A. GALLAGHER

701 NORTH FAIRFAX STREET, ALEXANDRIA, VA 22314

94,222,249✔

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WWW.UNITEDWAY.ORG✔ 1932 NY

TO IMPROVE LIVES BY MOBILIZING THE CARING

POWER OF COMMUNITIES AROUND THE WORLD TO ADVANCE THE COMMON GOOD.

10

10

256

24

0

0

58,137,680 61,521,764

29,772,200 31,624,127

168,318 505,830

889,133 570,528

88,967,331 94,222,249

44,151,716 40,345,156

0 0

25,897,417 26,716,431

402,802 224,000

2,293,344

21,158,600 23,057,113

91,610,535 90,342,700

-2,643,204 3,879,549

100,598,329 103,190,645

58,189,484 63,998,284

42,408,845 39,192,361

JOYCE UNDERWOOD P00022361

BDO USA, LLP

7101 WISCONSIN AVE, SUITE 800, BETHESDA, MD 20814-4827

13-5381590

(301)654-4900✔

ROBERT BERDELLE, CFO AND SENIOR VP

8/15/2012 2:19:50 PM 1

Form 990 (2011) Page 2Part III Statement of Program Service Accomplishments

Check if Schedule O contains a response to any question in this Part III . . . . . . . . . . . . . .1 Briefly describe the organization’s mission:

2 Did the organization undertake any significant program services during the year which were not listed on theprior Form 990 or 990-EZ? . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes NoIf “Yes,” describe these new services on Schedule O.

3 Did the organization cease conducting, or make significant changes in how it conducts, any programservices? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes NoIf “Yes,” describe these changes on Schedule O.

4 Describe the organization's program service accomplishments for each of its three largest program services, as measured byexpenses. Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount ofgrants and allocations to others, the total expenses, and revenue, if any, for each program service reported.

4 a (Code: ) (Expenses $ including grants of $ ) (Revenue $ )

4b (Code: ) (Expenses $ including grants of $ ) (Revenue $ )

4 c (Code: ) (Expenses $ including grants of $ ) (Revenue $ )

4d Other program services (Describe in Schedule O.)(Expenses $ including grants of $ ) (Revenue $ )

4e Total program service expenses ▶

Form 990 (2011)

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SEE SCHEDULE O

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40,387,424 32,721,446 13,235,175

INVESTOR RELATIONS AT UNITED WAY WORLDWIDE PARTNERS WITH LOCAL UNITED WAYS TO CREATE LASTING CHANGE

IN THE AREAS OF EDUCATION, INCOME AND HEALTH BY HELPING RAISE FUNDS IN LOCAL COMMUNITIES AND THROUGH

PARTNERSHIPS WITH CORPORATIONS AROUND THE WORLD. IN 2011, WE: 1) MAINTAINED A ROBUST GLOBAL CORPORATE

ENGAGEMENT PLATFORM, INCLUDING OVERSEEING RELATIONSHIPS WITH 125 GLOBAL CORPORATE LEADERS, WHICH

REPRESENT MORE THAN $1 BILLION IN FUNDRAISING REVENUE 2) ENHANCED UNITED WAY WORKPLACE CAMPAIGNS AND

ATTRACTED NEARLY TEN MILLION DONORS IN AND OUTSIDE OF THE WORKPLACE 3) MAXIMIZED THE LONG-TERM VALUE

AND ENGAGEMENT OF INDIVIDUAL UNITED WAY SUPPORTERS BY IMPROVING RETENTION, GROWTH AND ENGAGEMENT

OPPORTUNITIES DELIVERED BY LOCAL UNITED WAYS, INCLUDING NEARLY 25,000 MEMBERS OF THE UNITED WAY

TOCQUEVILLE SOCIETY, WHO EACH DONATE AT LEAST $10,000 PER YEAR 4) HELPED RAISE MORE THAN $5 BILLION

WORLDWIDE.

23,369,465 4,374,866 11,968,094

COMMUNITY IMPACT LEADERSHIP AND LEARNING, IN PARTNERSHIP WITH LOCAL UNITED WAYS, CONTINUES ITS WORK TO

ADVANCE THE COMMON GOOD BY WORKING TO ACHIEVE THE NATIONAL 2018 GOALS IN THE U.S. IN THE AREAS OF

EDUCATION, INCOME AND HEALTH. UNITED WAY WORLDWIDE HELPS BUILD THE CAPACITY OF THE UNITED WAY NETWORK

BY MOBILIZING LOCAL UNITED WAYS AND INDIVIDUALS TO TAKE ACTION TO IMPROVE THEIR COMMUNITIES. IN 2011, WE: 1)

CONTINUED TO ENGAGE AND BUILD CAPACITY AMONG 99 LOCAL UNITED WAYS THROUGH WORK ON THE CAMPAIGN FOR

THE COMMON GOOD AND MOBLIZATION GROUPS. 2) STRENGTHENED NATIONAL PARTNERSHIPS WITH KEY

STAKEHOLDERS TO HELP ACHIEVE THE 2018 GOALS, INCREASE ISSUE AWARENESS AND RAISE REVENUE. 3) DELIVERED 6

CONFERENCES, 57 COURSES, 139 WEBINARS AND 11 VIRTUAL TRAININGS, GENERATING $2.35 MILLION IN REVENUE AND

REACHING 16,411 TOTAL PARTICIPANTS THAT ADVANCED UNITED WAY'S WORK WORLDWIDE. 4) SUPPORTED 2-1-1

COVERAGE IN 87% OF THE U.S. AND RESPONDED TO MORE THAN 16.7 MILLION CALLS; MORE THAN 50% FOR BASIC NEEDS

INCLUDING FOOD, HOUSING, HEALTH, INCOME SUPPORTS, CLOTHING AND TRANSPORTATION, ESPECIALLY DURING TIMES

OF DISASTER.

9,784,404 310,200 3,965,853

BRAND LEADERSHIP AT UNITED WAY WORLDWIDE IS RESPONSIBLE FOR ADVANCING THE ORGANIZATION'S BRAND AND

REPUTATION. IT IS THE ARCHITECT OF LIVE UNITED, AN INVITATION FOR PEOPLE TO GIVE, ADVOCATE AND VOLUNTEER TO

CREATE OPPORTUNITIES FOR A BETTER LIFE FOR ALL. SINCE LIVE UNITED WAS INTRODUCED IN 2008, THE CAMPAIGN HAS:

1) GENERATED MORE THAN $125 MILLION IN DONATED MEDIA AND $240 MILLION IN EARNED MEDIA FOR 43% AWARENESS

OF THE CAMPAIGN AMONG THE GENERAL PUBLIC IN THE USA 2) BEEN ADOPTED BY 93% OF LOCAL UNITED WAYS IN THE

USA, AND HAS BEGUN EXPANSION AROUND THE WORLD 3) EXTENDED TO OUR NATIONAL FOOTBALL LEAGUE

PARTNERSHIP, WITH A UNITED WAY TEAM NFL SPOKESPERSON FROM EACH OF THE 32 NFL TEAMS 4) MOBILIZED MORE

THAN 2.5 MILLION VOLUNTEERS FOR EDUCATION, INCOME AND HEALTH IN 2011 - INCLUDING VOLUNTEERS FROM MORE

THAN 250 UNITED WAYS REPRESENTING ALL 50 STATES, THE DISTRICT OF COLUMBIA AND PUERTO RICO WHO

PARTICIPATED DURING THE ANNUAL UNITED WAY NATIONAL DAY OF ACTION ON JUNE 21, 2011.

7,800,897 2,938,642 2,455,006

81,342,190

8/15/2012 2:19:50 PM 2

Form 990 (2011) Page 3Part IV Checklist of Required Schedules

Yes No

1 Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

2 Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? . . . 23 Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to

candidates for public office? If “Yes,” complete Schedule C, Part I . . . . . . . . . . . . . . 3 4 Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h)

election in effect during the tax year? If “Yes,” complete Schedule C, Part II . . . . . . . . . . . 4 5 Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues,

assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part III . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

6 Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If“Yes,” complete Schedule D, Part I . . . . . . . . . . . . . . . . . . . . . . . . 6

7 Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures? If “Yes,” complete Schedule D, Part II . . . 7

8 Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III . . . . . . . . . . . . . . . . . . . . . . . . . . 8

9 Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,” complete Schedule D, Part IV . . . . . . . . . . . . . . . . . . . . . . . . . . 9

10 Did the organization, directly or through a related organization, hold assets in temporarily restrictedendowments, permanent endowments, or quasi-endowments? If “Yes,” complete Schedule D, Part V . . 10

11 If the organization’s answer to any of the following questions is “Yes,” then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.

a Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If “Yes,”complete Schedule D, Part VI . . . . . . . . . . . . . . . . . . . . . . . . . . 11a

b Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII . . . . . . . . 11b

c Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII . . . . . . . . 11c

d Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX . . . . . . . . . . . . . . 11d

e Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X 11e f Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses

the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X . 11f 12 a Did the organization obtain separate, independent audited financial statements for the tax year? If “Yes,” complete

Schedule D, Parts XI, XII, and XIII . . . . . . . . . . . . . . . . . . . . . . . . . 12a b Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if

the organization answered "No" to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional . . . . . 12b13 Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E . . . . 13 14 a Did the organization maintain an office, employees, or agents outside of the United States? . . . . . 14a

b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If “Yes,” complete Schedule F, Parts I and IV . . . . . 14b

15 Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to anyorganization or entity located outside the United States? If “Yes,” complete Schedule F, Parts II and IV . . 15

16 Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the United States? If “Yes,” complete Schedule F, Parts III and IV . . . . 16

17 Did the organization report a total of more than $15,000 of expenses for professional fundraising services onPart IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I (see instructions) . . . . . 17

18 Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II . . . . . . . . . . . . . . . 18

19 Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III . . . . . . . . . . . . . . . . . . . . . . . 19

20 a Did the organization operate one or more hospital facilities? If “Yes,” complete Schedule H . . . . . . 20a b If “Yes” to line 20a, did the organization attach a copy of its audited financial statements to this return? . 20b

Form 990 (2011)

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Form 990 (2011) Page 4Part IV Checklist of Required Schedules (continued)

Yes No

21 Did the organization report more than $5,000 of grants and other assistance to any government or organization in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II . . . . . 21

22 Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III . . . . . . . . . . . . 22

23 Did the organization answer “Yes” to Part VII, Section A, line 3, 4, or 5 about compensation of theorganization’s current and former officers, directors, trustees, key employees, and highest compensatedemployees? If “Yes,” complete Schedule J . . . . . . . . . . . . . . . . . . . . . . 23

24a Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24bthrough 24d and complete Schedule K. If “No,” go to line 25 . . . . . . . . . . . . . . . . 24a

b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? . . 24bc Did the organization maintain an escrow account other than a refunding escrow at any time during the year

to defease any tax-exempt bonds? . . . . . . . . . . . . . . . . . . . . . . . . 24cd Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year? . . 24d

25a Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I . . . . . . . . . 25a

b Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I . . . . . . . . . . . . . . . . . . . . . . . . 25b

26 Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L, Part II . . 26

27 Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlledentity or family member of any of these persons? If “Yes,” complete Schedule L, Part III . . . . . . . 27

28 Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):

a A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV . . 28ab A family member of a current or former officer, director, trustee, or key employee? If “Yes,” complete

Schedule L, Part IV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28bc An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof)

was an officer, director, trustee, or direct or indirect owner? If “Yes,” complete Schedule L, Part IV . . . 28c29 Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule M 2930 Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified

conservation contributions? If “Yes,” complete Schedule M . . . . . . . . . . . . . . . . 3031 Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,

Part I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3132 Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,”

complete Schedule N, Part II . . . . . . . . . . . . . . . . . . . . . . . . . . 3233 Did the organization own 100% of an entity disregarded as separate from the organization under Regulations

sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I . . . . . . . . . . . 3334 Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III,

IV, and V, line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3435 a Did the organization have a controlled entity within the meaning of section 512(b)(13)? . . . . . . . 35a

b Did the organization receive any payment from or engage in any transaction with a controlled entity within themeaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2 . . . . . . . . . . . 35b

36 Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitablerelated organization? If “Yes,” complete Schedule R, Part V, line 2 . . . . . . . . . . . . . . 36

37 Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

38 Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O . . . . . . . . . . . . . . 38

Form 990 (2011)

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Form 990 (2011) Page 5Part V Statements Regarding Other IRS Filings and Tax Compliance

Check if Schedule O contains a response to any question in this Part V . . . . . . . . . . . . . .Yes No

1a Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable . . . . 1ab Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable . . . . 1bc Did the organization comply with backup withholding rules for reportable payments to vendors and

reportable gaming (gambling) winnings to prize winners? . . . . . . . . . . . . . . . . . 1c2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax

Statements, filed for the calendar year ending with or within the year covered by this return 2ab If at least one is reported on line 2a, did the organization file all required federal employment tax returns? . 2b

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions) . .3a Did the organization have unrelated business gross income of $1,000 or more during the year? . . . . 3ab If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O . . . . . 3b

4a At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financialaccount)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4a

b If “Yes,” enter the name of the foreign country: ▶See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.

5a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? . . . 5ab Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? 5bc If “Yes” to line 5a or 5b, did the organization file Form 8886-T? . . . . . . . . . . . . . . . 5c

6a Does the organization have annual gross receipts that are normally greater than $100,000, and did theorganization solicit any contributions that were not tax deductible? . . . . . . . . . . . . . . 6a

b If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? . . . . . . . . . . . . . . . . . . . . . . . . . . 6b

7 Organizations that may receive deductible contributions under section 170(c).a Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods

and services provided to the payor? . . . . . . . . . . . . . . . . . . . . . . . . 7ab If “Yes,” did the organization notify the donor of the value of the goods or services provided? . . . . . 7bc Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was

required to file Form 8282? . . . . . . . . . . . . . . . . . . . . . . . . . . . 7cd If “Yes,” indicate the number of Forms 8282 filed during the year . . . . . . . . 7de Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? 7ef Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? . 7fg If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? 7gh If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? 7h

8 Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year? . . . . . . . . . . . 8

9 Sponsoring organizations maintaining donor advised funds.a Did the organization make any taxable distributions under section 4966? . . . . . . . . . . . . 9ab Did the organization make a distribution to a donor, donor advisor, or related person? . . . . . . . 9b

10 Section 501(c)(7) organizations. Enter:a Initiation fees and capital contributions included on Part VIII, line 12 . . . . . . . 10ab Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities . 10b

11 Section 501(c)(12) organizations. Enter:a Gross income from members or shareholders . . . . . . . . . . . . . . . 11ab Gross income from other sources (Do not net amounts due or paid to other sources

against amounts due or received from them.) . . . . . . . . . . . . . . . 11b12a Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041? 12a

b If “Yes,” enter the amount of tax-exempt interest received or accrued during the year . . 12b13 Section 501(c)(29) qualified nonprofit health insurance issuers.

a Is the organization licensed to issue qualified health plans in more than one state? . . . . . . . . 13aNote. See the instructions for additional information the organization must report on Schedule O.

b Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans . . . . . . . . . . 13b

c Enter the amount of reserves on hand . . . . . . . . . . . . . . . . . 13c14a Did the organization receive any payments for indoor tanning services during the tax year? . . . . . . 14a

b If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O . 14bForm 990 (2011)

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8/15/2012 2:19:50 PM 5

Form 990 (2011) Page 6Part VI Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No”

response to line 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.Check if Schedule O contains a response to any question in this Part VI . . . . . . . . . . . . . .

Section A. Governing Body and ManagementYes No

1a Enter the number of voting members of the governing body at the end of the tax year . . 1aIf there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.

b Enter the number of voting members included in line 1a, above, who are independent . 1b2 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with

any other officer, director, trustee, or key employee? . . . . . . . . . . . . . . . . . . 23 Did the organization delegate control over management duties customarily performed by or under the direct

supervision of officers, directors, or trustees, or key employees to a management company or other person? . 34 Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? 45 Did the organization become aware during the year of a significant diversion of the organization’s assets? . 56 Did the organization have members or stockholders? . . . . . . . . . . . . . . . . . . 67a Did the organization have members, stockholders, or other persons who had the power to elect or appoint

one or more members of the governing body? . . . . . . . . . . . . . . . . . . . . 7ab Are any governance decisions of the organization reserved to (or subject to approval by) members,

stockholders, or persons other than the governing body? . . . . . . . . . . . . . . . . . 7b8 Did the organization contemporaneously document the meetings held or written actions undertaken during

the year by the following:

a The governing body? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8ab Each committee with authority to act on behalf of the governing body? . . . . . . . . . . . . 8b

9 Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O . . . . . 9

Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)Yes No

10a Did the organization have local chapters, branches, or affiliates? . . . . . . . . . . . . . . 10ab If “Yes,” did the organization have written policies and procedures governing the activities of such chapters,

affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? 10b11a Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? 11a

b Describe in Schedule O the process, if any, used by the organization to review this Form 990.12a Did the organization have a written conflict of interest policy? If “No,” go to line 13 . . . . . . . . 12a

b Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? 12bc Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,”

describe in Schedule O how this was done . . . . . . . . . . . . . . . . . . . . . . 12c13 Did the organization have a written whistleblower policy? . . . . . . . . . . . . . . . . . 1314 Did the organization have a written document retention and destruction policy? . . . . . . . . . 1415 Did the process for determining compensation of the following persons include a review and approval by

independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?

a The organization’s CEO, Executive Director, or top management official . . . . . . . . . . . . 15ab Other officers or key employees of the organization . . . . . . . . . . . . . . . . . . . 15b

If “Yes” to line 15a or 15b, describe the process in Schedule O (see instructions).16a Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement

with a taxable entity during the year? . . . . . . . . . . . . . . . . . . . . . . . . 16ab If “Yes,” did the organization follow a written policy or procedure requiring the organization to evaluate its

participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard theorganization’s exempt status with respect to such arrangements? . . . . . . . . . . . . . . 16b

Section C. Disclosure17 List the states with which a copy of this Form 990 is required to be filed ▶18 Section 6104 requires an organization to make its Forms 1023 (or 1024 if applicable), 990, and 990-T (Section 501(c)(3)s only)

available for public inspection. Indicate how you made these available. Check all that apply.

Own website Another’s website Upon request19 Describe in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy,

and financial statements available to the public during the tax year.20 State the name, physical address, and telephone number of the person who possesses the books and records of the

organization: ▶

Form 990 (2011)

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10

10

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SEE SCHEDULE O

✔ ✔

ROBERT BERDELLE, UNITED WAY WORLDWIDE, 701 N. FAIRFAX STREET, ALEXANDRIA, VA 22314, (703)836-7100

8/15/2012 2:19:50 PM 6

Form 990 (2011) Page 7 Part VII Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and

Independent ContractorsCheck if Schedule O contains a response to any question in this Part VII . . . . . . . . . . . . . .

Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.

• List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

• List all of the organization’s current key employees, if any. See instructions for definition of “key employee.” • List the organization’s five current highest compensated employees (other than an officer, director, trustee, or key employee)

who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from theorganization and any related organizations.

• List all of the organization’s former officers, key employees, and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations.

• List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations.List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest compensated employees; and former such persons.

Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.

(A)

Name and Title

(B)

Average hours per

week (describe hours for related

organizations in Schedule

O)

(C)

Position (do not check more than one box, unless person is both an officer and a director/trustee)

Individ

ual trustee or d

irector

Institutional trustee

Officer

Key em

ployee

Highest com

pensated em

ployee

Former

(D)

Reportable compensation

from the

organization (W-2/1099-MISC)

(E)

Reportable compensation from

related organizations

(W-2/1099-MISC)

(F)

Estimated amount of

other compensation

from the organization and related

organizations

(1)

(2)

(3)

(4)

(5)

(6)

(7)

(8)

(9)

(10)

(11)

(12)

(13)

(14)

Form 990 (2011)

✔

JOHN J. DOONER, JR.

CHAIR OF THE BOARD 1 ✔ 0 0 0

PHILLIP N. BALDWIN

AT-LARGE BOARD MEMBER 1 ✔ 0 0 0

JORGE URIBE

CHAIR-MEM ACCOUNT. COMM 1 ✔ 0 0 0

JOHN LECHLEITER

CHAIR-GOVERNANCE COMM 1 ✔ 0 0 0

PEGGY CONLON


KAREN GLOVER

CHAIR-EXEC COMPENSATION COMM 1 ✔ 0 0 0

RODNEY E. SLATER, ESQ.

CHAIR-AUDIT COMM 1 ✔ 0 0 0

SUNIL WADHWANI

TREASURER/CHAIR-FIN COMM 1 ✔ 0 0 0

BING XIANG


BARRY SALZBERG


WILLIAM P. PARRETT

IMMEDIATE PAST CHAIR 1 ✔ 0 0 0

PATRICIA FRIEND

SECRETARY 1 ✔ 0 0 0

ANN STALLARD

ASSISTANT TREASURER 1 ✔ 0 0 0

BRIAN GALLAGHER

PRESIDENT AND CEO 48 ✔ 763,394 0 334,149

8/15/2012 2:19:50 PM 7

Form 990 (2011) Page 8 Part VII Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)

(A)

Name and title

(B)

Average hours per

week (describe hours for related

organizations in Schedule

O)

(C)

Position (do not check more than one box, unless person is both an officer and a director/trustee)

Individ

ual trustee or d

irector

Institutional trustee

Officer

Key em

ployee

Highest com

pensated em

ployee

Former

(D)

Reportable compensation

from the

organization (W-2/1099-MISC)

(E)

Reportable compensation from

related organizations

(W-2/1099-MISC)

(F)

Estimated amount of

other compensation

from the organization and related

organizations

(15)

(16)

(17)

(18)

(19)

(20)

(21)

(22)

(23)

(24)

(25)

1b Sub-total . . . . . . . . . . . . . . . . . . . . . ▶

c Total from continuation sheets to Part VII, Section A . . . . . ▶

d Total (add lines 1b and 1c) . . . . . . . . . . . . . . . ▶

2 Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization ▶

Yes No3 Did the organization list any former officer, director, or trustee, key employee, or highest compensated

employee on line 1a? If “Yes,” complete Schedule J for such individual . . . . . . . . . . . . 34 For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the

organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

5 Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person . . . . . . 5

Section B. Independent Contractors1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of

compensation from the organization. Report compensation for the calendar year ending with or within the organization's tax year.

(A) Name and business address

(B) Description of services

(C) Compensation

2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization ▶

Form 990 (2011)

PATRICIA TURNER

VP AND GENERAL COUNSEL 50 ✔ 192,539 0 24,882

ROBERT BERDELLE

SVP AND CFO 50 ✔ 262,689 0 29,242

JOSEPH V. HAGGERTY

CHIEF OPERATING OFFICER 48 ✔ 381,260 0 116,165

STACEY STEWART

EVP-COMM IMPACT LDSHP/L 50 ✔ 325,705 0 26,830

ATUL TANDON

EVP-INV REAL/ED-INTN'L NET 50 ✔ 284,321 0 8,046

CYNTHIA ROUND

EVP-BRAND LEADERSHIP 55 ✔ 324,930 0 25,771

DEBORAH FOSTER

EVP-STRAT ALL/INCLUSION 50 ✔ 284,310 0 98,487

JOHN TAYLOR

EXEC IN-CHARGE TRI-STATE 45 ✔ 201,241 0 17,090

EDWARD JOHN

VP PLANNED GIVING 50 ✔ 214,786 0 90,476

BRIAN LACHANCE

SVP & CHIEF OF STAFF 50 ✔ 211,078 0 46,235

JOSE FERRAO

SVP INTERNATIONAL NETWORK 50 ✔ 222,149 0 20,029

3,668,402 0 837,402

0 0 0

3,668,402 0 837,402

77

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TURNER CONSTRUCTION, 3865 WILSON BLVD, 3RD FLOOR, ARLINGTON, VA 22203 BUILDING CONSTRUCTION 1,431,135

ADVERTISING COUNCIL, 815 SECOND AVENUE, 9TH FLOOR, NEW YORK, NY 10017-4503 ADVERTISING 1,204,162

HARWOOD INSTITUTE, 4915 ST. ELMO AVENUE SUITE 402, BETHESDA, MD 20814 TRAINING 893,079

CLARITY GROUP, 600 MARKET STREET, SUITE 302, CHAPEL HILL, NC 27516 CONSULTING SERVICES 607,038

BLUE STATE DIGITAL, 406 7TH STREET, NW, WASHINGTON, DC 20004 ONLINE STRATEGY DEVELOPEMENT 554,250

48

8/15/2012 2:19:50 PM 8

Form 990 (2011) Page 9 Part VIII Statement of Revenue

Co

ntri

but

ions

, Gift

s, G

rant

s an

d O

ther

Sim

ilar

Am

oun

ts

(A) Total revenue

(B) Related or

exempt function revenue

(C) Unrelated business revenue

(D) Revenue

excluded from tax under sections

512, 513, or 514

1a Federated campaigns . . . 1a b Membership dues . . . . 1bc Fundraising events . . . . 1c d Related organizations . . . 1de Government grants (contributions) 1e f

All other contributions, gifts, grants, and similar amounts not included above 1f

g Noncash contributions included in lines 1a-1f: $ h Total. Add lines 1a–1f . . . . . . . . . ▶

Prog

ram

Ser

vice

Rev

enue Business Code

2a b c d e f All other program service revenue .g Total. Add lines 2a–2f . . . . . . . . . ▶

Oth

er R

even

ue

3

Investment income (including dividends, interest, and other similar amounts) . . . . . . . ▶

4 Income from investment of tax-exempt bond proceeds ▶

5 Royalties . . . . . . . . . . . . . ▶

6a Gross rents . .

(i) Real (ii) Personal

b Less: rental expensesc Rental income or (loss)d Net rental income or (loss) . . . . . . . ▶

7a

Gross amount from sales of assets other than inventory

(i) Securities (ii) Other

b

Less: cost or other basis and sales expenses .

c Gain or (loss) . .d Net gain or (loss) . . . . . . . . . . ▶

8a

Gross income from fundraising events (not including $of contributions reported on line 1c). See Part IV, line 18 . . . . . a

b Less: direct expenses . . . . b c Net income or (loss) from fundraising events . ▶

9a

Gross income from gaming activities. See Part IV, line 19 . . . . . a

b Less: direct expenses . . . . b c Net income or (loss) from gaming activities . . ▶

10a

Gross sales of inventory, less returns and allowances . . . a

b Less: cost of goods sold . . . b c Net income or (loss) from sales of inventory . . ▶

Miscellaneous Revenue Business Code

11a bcd All other revenue . . . . .e Total. Add lines 11a–11d . . . . . . . . ▶

12 Total revenue. See instructions. . . . . . ▶ Form 990 (2011)

142,614

2,824,046

58,555,104

939,250

61,521,764

DUES 900099 25,554,634 25,554,634

COURSE TUITION AND CONFERENCES 900099 2,061,051 2,061,051

PROGRAM FEES 900099 3,100,683 3,100,683

SERVICE INCOME 900099 855,046 855,046

0

900099 52,713 52,713 0 0

31,624,127

505,830 505,830

0

365,483 365,483

205,045

205,045 0

205,045 205,045

0 0

0

0

0

0

0 0

0

0

0

0 0 0 0

0

94,222,249 31,624,127 0 1,076,358

8/15/2012 2:19:50 PM 9

Form 990 (2011) Page 10 Part IX Statement of Functional Expenses

Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).

Check if Schedule O contains a response to any question in this Part IX . . . . . . . . . . . . . .Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part VIII.

(A) Total expenses

(B) Program service

expenses

(C) Management and general expenses

(D) Fundraising expenses

1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21

2 Grants and other assistance to individuals in the United States. See Part IV, line 22 . . .

3

Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 . .

4 Benefits paid to or for members . . . .5 Compensation of current officers, directors,

trustees, and key employees . . . . .

6

Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) . .

7 Other salaries and wages . . . . . .8 Pension plan accruals and contributions (include

section 401(k) and 403(b) employer contributions)

9 Other employee benefits . . . . . . .10 Payroll taxes . . . . . . . . . . .11 Fees for services (non-employees):

a Management . . . . . . . . . .b Legal . . . . . . . . . . . . .c Accounting . . . . . . . . . . .d Lobbying . . . . . . . . . . . .e Professional fundraising services. See Part IV, line 17 f Investment management fees . . . . .g Other . . . . . . . . . . . . .

12 Advertising and promotion . . . . . .13 Office expenses . . . . . . . . .14 Information technology . . . . . . .15 Royalties . . . . . . . . . . . .16 Occupancy . . . . . . . . . . .17 Travel . . . . . . . . . . . . .18 Payments of travel or entertainment expenses

for any federal, state, or local public officials

19 Conferences, conventions, and meetings .20 Interest . . . . . . . . . . . .21 Payments to affiliates . . . . . . . .22 Depreciation, depletion, and amortization .23 Insurance . . . . . . . . . . . .

24

Other expenses. Itemize expenses not covered above. (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)

a b c d e All other expenses

25 Total functional expenses. Add lines 1 through 24e 26

Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here ▶ if following SOP 98-2 (ASC 958-720) . . . .

Form 990 (2011)

7,204,111 7,204,111

0

33,141,045 33,141,045

0

3,668,402 3,509,199 122,231 36,972

0

18,258,342 14,048,272 3,006,407 1,203,663

1,258,020 1,016,966 167,563 73,491

2,073,470 1,676,164 276,178 121,128

1,458,197 1,178,786 194,226 85,185

0

379,487 334,954 38,558 5,975

337,286 297,706 34,270 5,310

0

224,000 224,000

0

10,687,723 9,433,529 1,085,924 168,270

1,801,137 1,589,775 183,004 28,358

1,077,093 925,013 130,532 21,548

459,889 372,440 61,113 26,336

0

1,509,456 796,171 694,872 18,413

2,196,761 1,995,816 89,189 111,756

0

1,653,700 1,502,431 67,141 84,128

92,802 58,018 32,644 2,140

0

1,935,241 1,518,660 362,332 54,249

160,064 100,069 56,304 3,691

SUBS., DUES, STAFF DEVEL 265,412 148,082 99,600 17,730

0

0

0

501,062 494,983 5,078 1,001

90,342,700 81,342,190 6,707,166 2,293,344

0

8/15/2012 2:19:50 PM 10

Form 990 (2011) Page 11 Part X Balance Sheet

Ass

ets

Liab

iliti

esN

et A

sset

s o

r Fu

nd B

alan

ces

(A) Beginning of year

(B) End of year

1 Cash—non-interest-bearing . . . . . . . . . . . . . . 1 2 Savings and temporary cash investments . . . . . . . . . . 2 3 Pledges and grants receivable, net . . . . . . . . . . . . 3 4 Accounts receivable, net . . . . . . . . . . . . . . . 4 5 Receivables from current and former officers, directors, trustees, key

employees, and highest compensated employees. Complete Part II of Schedule L . . . . . . . . . . . . . . . . . . . . 5

6 Receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) . . . . . 6

7 Notes and loans receivable, net . . . . . . . . . . . . . 7 8 Inventories for sale or use . . . . . . . . . . . . . . . 8 9 Prepaid expenses and deferred charges . . . . . . . . . . 9

10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a

b Less: accumulated depreciation . . . . 10b 10c11 Investments—publicly traded securities . . . . . . . . . . 11 12 Investments—other securities. See Part IV, line 11 . . . . . . . 12 13 Investments—program-related. See Part IV, line 11 . . . . . . . 13 14 Intangible assets . . . . . . . . . . . . . . . . . . 14 15 Other assets. See Part IV, line 11 . . . . . . . . . . . . . 15 16 Total assets. Add lines 1 through 15 (must equal line 34) . . . . . 16 17 Accounts payable and accrued expenses . . . . . . . . . . 17 18 Grants payable . . . . . . . . . . . . . . . . . . . 18 19 Deferred revenue . . . . . . . . . . . . . . . . . . 19 20 Tax-exempt bond liabilities . . . . . . . . . . . . . . . 20 21 Escrow or custodial account liability. Complete Part IV of Schedule D . 21 22 Payables to current and former officers, directors, trustees, key

employees, highest compensated employees, and disqualified persons. Complete Part II of Schedule L . . . . . . . . . . . . . 22

23 Secured mortgages and notes payable to unrelated third parties . . 23 24 Unsecured notes and loans payable to unrelated third parties . . . 24 25 Other liabilities (including federal income tax, payables to related third

parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D . . . . . . . . . . . . . . . . . . . 25

26 Total liabilities. Add lines 17 through 25 . . . . . . . . . . 26 Organizations that follow SFAS 117, check here ▶ and complete lines 27 through 29, and lines 33 and 34.

27 Unrestricted net assets . . . . . . . . . . . . . . . . 27 28 Temporarily restricted net assets . . . . . . . . . . . . . 28 29 Permanently restricted net assets . . . . . . . . . . . . . 29

Organizations that do not follow SFAS 117, check here ▶ and complete lines 30 through 34.

30 Capital stock or trust principal, or current funds . . . . . . . . 30 31 Paid-in or capital surplus, or land, building, or equipment fund . . . 31 32 Retained earnings, endowment, accumulated income, or other funds . 32 33 Total net assets or fund balances . . . . . . . . . . . . . 33 34 Total liabilities and net assets/fund balances . . . . . . . . . 34

Form 990 (2011)

9,934,596 7,904,245

10,482,894 10,062,683

28,034,976 32,162,876

2,539,678 3,325,629

755,511 811,318

462,740 600,977

38,752,572

21,210,042 18,879,138 17,542,530

10,741,056 11,521,748

0 0

1,526,974 1,526,974

250,000 250,000

16,990,766 17,481,665

100,598,329 103,190,645

30,427,106 27,589,673

884,626 758,075

3,726,459 4,039,405

2,859,833 2,306,000

20,291,460 29,305,131

58,189,484 63,998,284

24,739,325 19,495,905

14,052,520 16,026,418

3,617,000 3,670,038

42,408,845 39,192,361

100,598,329 103,190,645

8/15/2012 2:19:50 PM 11

Form 990 (2011) Page 12 Part XI Reconciliation of Net Assets

Check if Schedule O contains a response to any question in this Part XI . . . . . . . . . . . . . .

1 Total revenue (must equal Part VIII, column (A), line 12) . . . . . . . . . . . . . . 1 2 Total expenses (must equal Part IX, column (A), line 25) . . . . . . . . . . . . . 2 3 Revenue less expenses. Subtract line 2 from line 1 . . . . . . . . . . . . . . . 3 4 Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) . . . 4 5 Other changes in net assets or fund balances (explain in Schedule O) . . . . . . . . . 5 6 Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33,

column (B)) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Part XII Financial Statements and Reporting

Check if Schedule O contains a response to any question in this Part XII . . . . . . . . . . . . . .Yes No

1 Accounting method used to prepare the Form 990: Cash Accrual OtherIf the organization changed its method of accounting from a prior year or checked “Other,” explain inSchedule O.

2a Were the organization’s financial statements compiled or reviewed by an independent accountant? . . . 2ab Were the organization’s financial statements audited by an independent accountant? . . . . . . . 2bc If “Yes” to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight

of the audit, review, or compilation of its financial statements and selection of an independent accountant? 2cIf the organization changed either its oversight process or selection process during the tax year, explain inSchedule O.

d If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:

Separate basis Consolidated basis Both consolidated and separate basis3a As a result of a federal award, was the organization required to undergo an audit or audits as set forth in

the Single Audit Act and OMB Circular A-133? . . . . . . . . . . . . . . . . . . . . . 3ab If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the

required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits 3bForm 990 (2011)

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94,222,249

90,342,700

3,879,549

42,408,845

-7,096,033

39,192,361

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8/15/2012 2:19:50 PM 12

SCHEDULE A (Form 990 or 990-EZ)


Public Charity Status and Public SupportComplete if the organization is a section 501(c)(3) organization or a section

4947(a)(1) nonexempt charitable trust.

▶ Attach to Form 990 or Form 990-EZ. ▶ See separate instructions.

OMB No. 1545-0047

2011Open to Public

InspectionName of the organization Employer identification number

Part I Reason for Public Charity Status (All organizations must complete this part.) See instructions.The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)

1 A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i). 2 A school described in section 170(b)(1)(A)(ii). (Attach Schedule E.) 3 A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).4 A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the

hospital’s name, city, and state:5 An organization operated for the benefit of a college or university owned or operated by a governmental unit described in

section 170(b)(1)(A)(iv). (Complete Part II.)

6 A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).7 An organization that normally receives a substantial part of its support from a governmental unit or from the general public

described in section 170(b)(1)(A)(vi). (Complete Part II.)

8 A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.) 9 An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross

receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businessesacquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

10 An organization organized and operated exclusively to test for public safety. See section 509(a)(4). 11 An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the

purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box that describes the type of supporting organization and complete lines 11e through 11h.

a Type I b Type II c Type III–Functionally integrated d Type III–Othere By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons

other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).

f If the organization received a written determination from the IRS that it is a Type I, Type II, or Type III supporting organization, check this box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

g Since August 17, 2006, has the organization accepted any gift or contribution from any of thefollowing persons?

(i) A person who directly or indirectly controls, either alone or together with persons described in (ii) and (iii) below, the governing body of the supported organization? . . . . . . . . . . . . . .

Yes No

11g(i)

(ii) A family member of a person described in (i) above? . . . . . . . . . . . . . . . . . 11g(ii)

(iii) A 35% controlled entity of a person described in (i) or (ii) above? . . . . . . . . . . . . . 11g(iii)

h Provide the following information about the supported organization(s).(i) Name of supported

organization(ii) EIN (iii) Type of organization

(described on lines 1–9 above or IRC section (see instructions))

(iv) Is the organization in col. (i) listed in your governing document?

(v) Did you notify the organization in

col. (i) of your support?

(vi) Is the organization in col. (i) organized in the

U.S.?

(vii) Amount of support

Yes No Yes No Yes No

(A)

(B)

(C)

(D)

(E)

TotalFor Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 11285F Schedule A (Form 990 or 990-EZ) 2011

UNITED WAY WORLDWIDE 13-1635294

✔

0

8/15/2012 2:19:50 PM 13

Version A, cycle 1

Schedule A (Form 990 or 990-EZ) 2011 Page 2Part II Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)

(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)

Section A. Public SupportCalendar year (or fiscal year beginning in) ▶ (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total

1

Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . . .

2

Tax revenues levied for the organization’s benefit and either paid to or expended on its behalf . . .

3

The value of services or facilities furnished by a governmental unit to the organization without charge . . . .

4 Total. Add lines 1 through 3 . . . .

5

The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) . . . .

6 Public support. Subtract line 5 from line 4.Section B. Total SupportCalendar year (or fiscal year beginning in) ▶ (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total

7 Amounts from line 4 . . . . . .

8

Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources . . . . . . . . . .

9

Net income from unrelated business activities, whether or not the business is regularly carried on . . . . .

10

Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) . . . . . . .

11 Total support. Add lines 7 through 10 12 Gross receipts from related activities, etc. (see instructions) . . . . . . . . . . . . 1213 First five years. If the Form 990 is for the organization’s first, second, third, fourth, or fifth tax year as a section 501(c)(3)

organization, check this box and stop here . . . . . . . . . . . . . . . . . . . . . . . . . ▶

Section C. Computation of Public Support Percentage14 Public support percentage for 2011 (line 6, column (f) divided by line 11, column (f)) . . . . 14 %15 Public support percentage from 2010 Schedule A, Part II, line 14 . . . . . . . . . . 15 %16 a 331/3% support test—2011. If the organization did not check the box on line 13, and line 14 is 331/3% or more, check this

box and stop here. The organization qualifies as a publicly supported organization . . . . . . . . . . . ▶

b 331/3% support test—2010. If the organization did not check a box on line 13 or 16a, and line 15 is 331/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization . . . . . . . ▶

17

a

10%-facts-and-circumstances test—2011. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the “facts-and-circumstances” test, check this box and stop here. Explain in Part IV how the organization meets the “facts-and-circumstances” test. The organization qualifies as a publicly supported organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ▶

b

10%-facts-and-circumstances test—2010. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the “facts-and-circumstances” test, check this box and stop here. Explain in Part IV how the organization meets the “facts-and-circumstances” test. The organization qualifies as a publicly supported organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ▶

18 Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ▶

Schedule A (Form 990 or 990-EZ) 2011

30,814,255 30,950,654 57,025,864 58,137,680 61,521,764 238,450,217

0

0

30,814,255 30,950,654 57,025,864 58,137,680 61,521,764 238,450,217

49,378,269

189,071,948

30,814,255 30,950,654 57,025,864 58,137,680 61,521,764 238,450,217

2,211,972 1,973,216 967,241 707,681 1,076,358 6,936,468

33,985 17,424 17,413 12,846 0 81,668

221,042 168,306 355,219 0 0 744,567

246,212,920

159,657,613

76.79

79.21

✔

8/15/2012 2:19:50 PM 14

Schedule A (Form 990 or 990-EZ) 2011

Part III Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public SupportCalendar year (or fiscal year beginning in) ▶ (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total

1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.")

2

Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization’s tax-exempt purpose . . .

3 Gross receipts from activities that are not an unrelated trade or business under section 513

4

Tax revenues levied for the organization’s benefit and either paid to or expended on its behalf . . .

5

The value of services or facilities furnished by a governmental unit to the organization without charge . . . .

6 Total. Add lines 1 through 5 . . . .7a Amounts included on lines 1, 2, and 3

received from disqualified persons .

b

Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year

c Add lines 7a and 7b . . . . . .8 Public support (Subtract line 7c from

line 6.) . . . . . . . . . . .

Section B. Total SupportCalendar year (or fiscal year beginning in) ▶ (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total

9 Amounts from line 6 . . . . . .10a

Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources .

b

Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975 . . . .

c Add lines 10a and 10b . . . . .11

Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on

12

Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) . . . . . . .

13 Total support. (Add lines 9, 10c, 11, and 12.) . . . . . . . . . .

14 First five years. If the Form 990 is for the organization’s first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here . . . . . . . . . . . . . . . . . . . . . . . . . ▶

Section C. Computation of Public Support Percentage15 Public support percentage for 2011 (line 8, column (f) divided by line 13, column (f)) . . . . . 15 %16 Public support percentage from 2010 Schedule A, Part III, line 15 . . . . . . . . . . . 16 %

Section D. Computation of Investment Income Percentage17 Investment income percentage for 2011 (line 10c, column (f) divided by line 13, column (f)) . . . 17 %18 Investment income percentage from 2010 Schedule A, Part III, line 17 . . . . . . . . . . 18 %19a 331/3% support tests—2011. If the organization did not check the box on line 14, and line 15 is more than 331/3%, and line

17 is not more than 331/3%, check this box and stop here. The organization qualifies as a publicly supported organization . ▶

b 331/3% support tests—2010. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 331/3%, and line 18 is not more than 331/3%, check this box and stop here. The organization qualifies as a publicly supported organization ▶

20 Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions ▶

Schedule A (Form 990 or 990-EZ) 20118/15/2012 2:19:50 PM 15

Part IV Supplemental Information Complete this part to provide the explanations required by Part II, line10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additionalinformation. (See instructions).

Return Reference Identifier Explanation

SCHEDULE A, PART II,LINE 10

OTHER INCOME Description (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total

MISCELLANEOUS REVENUE 221,042 168,306 355,219 0 0 744,567

8/15/2012 2:19:50 PM 16

Schedule B(Form 990, 990-EZ, or 990-PF)Department of the Treasury Internal Revenue Service

Schedule of Contributors

▶ Attach to Form 990, Form 990-EZ, or Form 990-PF.

OMB No. 1545-0047

2011Name of the organization Employer identification number

Organization type (check one):

Filers of: Section:

Form 990 or 990-EZ 501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF 501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, $5,000 or more (in money or property) from any one contributor. Complete Parts I and II.

Special Rules

For a section 501(c)(3) organization filing Form 990 or 990-EZ that met the 331/3 % support test of the regulations under sections 509(a)(1) and 170(b)(1)(A)(vi) and received from any one contributor, during the year, a contribution of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For a section 501(c)(7), (8), or (10) organization filing Form 990 or 990-EZ that received from any one contributor, during the year, total contributions of more than $1,000 for use exclusively for religious, charitable, scientific, literary, or educational purposes, or the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For a section 501(c)(7), (8), or (10) organization filing Form 990 or 990-EZ that received from any one contributor, during the year, contributions for use exclusively for religious, charitable, etc., purposes, but these contributions did not total to more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Do not complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions of $5,000 or more during the year . . . . . . . . . . . . . . . . . . . . . . . . ▶ $

Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990, 990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ or on Part I, line 2, of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990, 990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions for Form 990, 990-EZ, or 990-PF. Cat. No. 30613X Schedule B (Form 990, 990-EZ, or 990-PF) (2011)


✔ 3

✔

8/15/2012 2:19:50 PM 17

Schedule B (Form 990, 990-EZ, or 990-PF) (2011) Page 2Name of organization Employer identification number

Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.

(a) No.

(b) Name, address, and ZIP + 4

(c) Total contributions

(d) Type of contribution

$

PersonPayrollNoncash

(Complete Part II if there is a noncash contribution.)

(a) No.




$



(a) No.




$



(a) No.




$



(a) No.




$



(a) No.




$



Schedule B (Form 990, 990-EZ, or 990-PF) (2011)


1

2,000,100

✔

2

2,225,408

✔

3

1,524,037

✔

4

21,437,340

✔

5

2,527,195

✔

6

1,710,048

✔

8/15/2012 2:19:50 PM 18


Part II Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.

(a) No. from Part I

(b) Description of noncash property given

(c) FMV (or estimate)

(see instructions)

(d) Date received

$

(a) No. from Part I



(see instructions)

(d) Date received

$

(a) No. from Part I



(see instructions)

(d) Date received

$

(a) No. from Part I



(see instructions)

(d) Date received

$

(a) No. from Part I



(see instructions)

(d) Date received

$

(a) No. from Part I



(see instructions)

(d) Date received

$



8/15/2012 2:19:50 PM 19


Part III Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) ▶ $

Use duplicate copies of Part III if additional space is needed.(a) No. from Part I

(b) Purpose of gift (c) Use of gift (d) Description of how gift is held

(e) Transfer of gift

Transferee’s name, address, and ZIP + 4 Relationship of transferor to transferee

(a) No. from Part I




(a) No. from Part I




(a) No. from Part I






8/15/2012 2:19:50 PM 20

SCHEDULE C (Form 990 or 990-EZ)


Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527▶ Complete if the organization is described below. ▶ Attach to Form 990 or Form 990-EZ.

▶ See separate instructions.

OMB No. 1545-0047

2011Open to Public

InspectionIf the organization answered “Yes” to Form 990, Part IV, line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then

• Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.

• Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.

• Section 527 organizations: Complete Part I-A only.

If the organization answered “Yes” to Form 990, Part IV, line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then

• Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.

• Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.

If the organization answered “Yes” to Form 990, Part IV, line 5 (Proxy Tax) or Form 990-EZ, Part V, line 35c (Proxy Tax), then

• Section 501(c)(4), (5), or (6) organizations: Complete Part III.Name of organization Employer identification number

Part I-A Complete if the organization is exempt under section 501(c) or is a section 527 organization.1 Provide a description of the organization’s direct and indirect political campaign activities in Part IV.2 Political expenditures . . . . . . . . . . . . . . . . . . . . . . . . . ▶ $ 3 Volunteer hours . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Part I-B Complete if the organization is exempt under section 501(c)(3).1 Enter the amount of any excise tax incurred by the organization under section 4955 . . . . ▶ $ 2 Enter the amount of any excise tax incurred by organization managers under section 4955 . . ▶ $ 3 If the organization incurred a section 4955 tax, did it file Form 4720 for this year? . . . . . . . . . Yes No4a Was a correction made? . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes No

b If “Yes,” describe in Part IV.Part I-C Complete if the organization is exempt under section 501(c), except section 501(c)(3).

1 Enter the amount directly expended by the filing organization for section 527 exempt function activities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ▶ $

2 Enter the amount of the filing organization’s funds contributed to other organizations for section 527 exempt function activities . . . . . . . . . . . . . . . . . . . . . . ▶ $

3 Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ▶ $

4 Did the filing organization file Form 1120-POL for this year? . . . . . . . . . . . . . . . . Yes No5

Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.

(a) Name (b) Address (c) EIN (d) Amount paid from filing organization’s

funds. If none, enter -0-.

(e) Amount of political contributions received and

promptly and directly delivered to a separate political organization. If

none, enter -0-.

(1)

(2)

(3)

(4)

(5)

(6)

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Cat. No. 50084S Schedule C (Form 990 or 990-EZ) 2011


8/15/2012 2:19:50 PM 21

Schedule C (Form 990 or 990-EZ) 2011 Page 2Part II-A Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under

section 501(h)).A Check ▶ if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's

name, address, EIN, expenses, and share of excess lobbying expenditures).B Check ▶ if the filing organization checked box A and “limited control” provisions apply.

Limits on Lobbying Expenditures (The term “expenditures” means amounts paid or incurred.)

(a) Filing organization’s totals

(b) Affiliated group totals

1 a Total lobbying expenditures to influence public opinion (grass roots lobbying) . . . .b Total lobbying expenditures to influence a legislative body (direct lobbying) . . . . .c Total lobbying expenditures (add lines 1a and 1b) . . . . . . . . . . . . .d Other exempt purpose expenditures . . . . . . . . . . . . . . . . . .e Total exempt purpose expenditures (add lines 1c and 1d) . . . . . . . . . . .f Lobbying nontaxable amount. Enter the amount from the following table in both

columns.

If the amount on line 1e, column (a) or (b) is: The lobbying nontaxable amount is:

Not over $500,000 20% of the amount on line 1e.

Over $500,000 but not over $1,000,000 $100,000 plus 15% of the excess over $500,000.

Over $1,000,000 but not over $1,500,000 $175,000 plus 10% of the excess over $1,000,000.

Over $1,500,000 but not over $17,000,000 $225,000 plus 5% of the excess over $1,500,000.

Over $17,000,000 $1,000,000.

g Grassroots nontaxable amount (enter 25% of line 1f) . . . . . . . . . . . .h Subtract line 1g from line 1a. If zero or less, enter -0- . . . . . . . . . . . .i Subtract line 1f from line 1c. If zero or less, enter -0- . . . . . . . . . . . .j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720

reporting section 4911 tax for this year? . . . . . . . . . . . . . . . . . . . . . . Yes No

4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five

columns below. See the instructions for lines 2a through 2f on page 4.)

Lobbying Expenditures During 4-Year Averaging Period

Calendar year (or fiscal year beginning in)

(a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) Total

2a Lobbying nontaxable amount

b

Lobbying ceiling amount (150% of line 2a, column (e))

c Total lobbying expenditures

d Grassroots nontaxable amount

e

Grassroots ceiling amount (150% of line 2d, column (e))

f Grassroots lobbying expenditures

Schedule C (Form 990 or 990-EZ) 2011

210,517

210,517 0

90,132,183

90,342,700 0

1,000,000 0

250,000 0

0 0

1,000,000 1,000,000 1,000,000 1,000,000 4,000,000

6,000,000

48,000 648,692 202,581 210,517 1,109,790

250,000 250,000 250,000 250,000 1,000,000

1,500,000

0 0

8/15/2012 2:19:50 PM 22

Schedule C (Form 990 or 990-EZ) 2011 Page 3Part II-B Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768

(election under section 501(h)).

For each “Yes” response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.

(a) (b)

Yes No Amount

1 During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:

a Volunteers? . . . . . . . . . . . . . . . . . . . . . . . . . . . .b Paid staff or management (include compensation in expenses reported on lines 1c through 1i)?c Media advertisements? . . . . . . . . . . . . . . . . . . . . . . . .d Mailings to members, legislators, or the public? . . . . . . . . . . . . . . . .e Publications, or published or broadcast statements? . . . . . . . . . . . . . .f Grants to other organizations for lobbying purposes? . . . . . . . . . . . . . .g Direct contact with legislators, their staffs, government officials, or a legislative body? . . .h Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? . .i Other activities? . . . . . . . . . . . . . . . . . . . . . . . . . .j Total. Add lines 1c through 1i . . . . . . . . . . . . . . . . . . . . . .

2 a Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? . .b If “Yes,” enter the amount of any tax incurred under section 4912 . . . . . . . . . .c If “Yes,” enter the amount of any tax incurred by organization managers under section 4912 .d If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? . . .

Part III-A Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).

Yes No

1 Were substantially all (90% or more) dues received nondeductible by members? . . . . . . . . . 1 2 Did the organization make only in-house lobbying expenditures of $2,000 or less? . . . . . . . . . 2 3 Did the organization agree to carry over lobbying and political expenditures from the prior year? . . . . 3

Part III-B Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered “No” OR (b) Part III-A, line 3, is answered “Yes.”

1 Dues, assessments and similar amounts from members . . . . . . . . . . . . . . . 1 2 Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of

political expenses for which the section 527(f) tax was paid).

a Current year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2a b Carryover from last year . . . . . . . . . . . . . . . . . . . . . . . . . . 2bc Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2c

3 Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues . . 3 4 If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the

excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? . . . . . . . . . . . . . . . . . . . . . . 4

5 Taxable amount of lobbying and political expenditures (see instructions) . . . . . . . . . . 5 Part IV Supplemental Information

Complete this part to provide the descriptions required for Part I-A, line 1; Part I-B, line 4; Part I-C, line 5; Part II-A; and Part II-B, line 1. Also, complete this part for any additional information.

Schedule C (Form 990 or 990-EZ) 2011

8/15/2012 2:19:50 PM 23

SCHEDULE D (Form 990)


Supplemental Financial Statements▶ Complete if the organization answered “Yes,” to Form 990,

Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b. ▶ Attach to Form 990. ▶ See separate instructions.

OMB No. 1545-0047

2011Open to Public Inspection

Name of the organization Employer identification number

Part I Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered “Yes” to Form 990, Part IV, line 6.

(a) Donor advised funds (b) Funds and other accounts

1 Total number at end of year . . . . .2 Aggregate contributions to (during year) .3 Aggregate grants from (during year) . .4 Aggregate value at end of year . . . .5

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? . . . . . . Yes No

6 Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? . . . . . . . . . . . . . . . . . . . . . . Yes No

Part II Conservation Easements. Complete if the organization answered “Yes” to Form 990, Part IV, line 7.1 Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education)Protection of natural habitatPreservation of open space

Preservation of an historically important land areaPreservation of a certified historic structure

2

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.

Held at the End of the Tax Year

a Total number of conservation easements . . . . . . . . . . . . . . . . . 2ab Total acreage restricted by conservation easements . . . . . . . . . . . . . . 2bc Number of conservation easements on a certified historic structure included in (a) . . . . 2cd Number of conservation easements included in (c) acquired after 8/17/06, and not on a

historic structure listed in the National Register . . . . . . . . . . . . . . . 2d3

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the tax year ▶

4 Number of states where property subject to conservation easement is located ▶5

Does the organization have a written policy regarding the periodic monitoring, inspection, handling ofviolations, and enforcement of the conservation easements it holds? . . . . . . . . . . . . . Yes No

6 Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year▶

7 Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year▶ $

8

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? . . . . . . . . . . . . . . . . . . . . . . . . . . Yes No

9

In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes the organization’s accounting for conservation easements.

Part III Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets. Complete if the organization answered “Yes” to Form 990, Part IV, line 8.

1

a

If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance ofpublic service, provide, in Part XIV, the text of the footnote to its financial statements that describes these items.

b

If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance ofpublic service, provide the following amounts relating to these items:

(i) Revenues included in Form 990, Part VIII, line 1 . . . . . . . . . . . . . . . . ▶ $(ii) Assets included in Form 990, Part X . . . . . . . . . . . . . . . . . . . . ▶ $

2

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide thefollowing amounts required to be reported under SFAS 116 (ASC 958) relating to these items:

a Revenues included in Form 990, Part VIII, line 1 . . . . . . . . . . . . . . . . . ▶ $b Assets included in Form 990, Part X . . . . . . . . . . . . . . . . . . . . . ▶ $

For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 52283D Schedule D (Form 990) 2011


176 0

31,341,283 0

32,194,470 0

4,636,815 0

✔

✔

8/15/2012 2:19:50 PM 24

Schedule D (Form 990) 2011 Page 2 Part III Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)3

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

a Public exhibitionb Scholarly researchc Preservation for future generations

d Loan or exchange programse Other

4

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in Part XIV.

5

During the year, did the organization solicit or receive donations of art, historical treasures, or other similar assets to be sold to raise funds rather than to be maintained as part of the organization’s collection? . . Yes No

Part IV Escrow and Custodial Arrangements. Complete if the organization answered “Yes” to Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

1 a

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not included on Form 990, Part X? . . . . . . . . . . . . . . . . . . . . . . . . . . Yes No

b If “Yes,” explain the arrangement in Part XIV and complete the following table:Amount

c Beginning balance . . . . . . . . . . . . . . . . . . . . . . 1cd Additions during the year . . . . . . . . . . . . . . . . . . . 1de Distributions during the year . . . . . . . . . . . . . . . . . . 1ef Ending balance . . . . . . . . . . . . . . . . . . . . . . . 1f

2a Did the organization include an amount on Form 990, Part X, line 21? . . . . . . . . . . . . . Yes Nob If “Yes,” explain the arrangement in Part XIV.

Part V Endowment Funds. Complete if the organization answered “Yes” to Form 990, Part IV, line 10.(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back

1a Beginning of year balance . . .b Contributions . . . . . . .c

Net investment earnings, gains, and losses . . . . . . . . . .

d Grants or scholarships . . . .e

Other expenditures for facilities and programs . . . . . . . . .

f Administrative expenses . . . .g End of year balance . . . . .

2 Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:a Board designated or quasi-endowment ▶ %b Permanent endowment ▶ %c Temporarily restricted endowment ▶ %

The percentages in lines 2a, 2b, and 2c should equal 100%.3

a

Are there endowment funds not in the possession of the organization that are held and administered for theorganization by: Yes No(i) unrelated organizations . . . . . . . . . . . . . . . . . . . . . . . . . . . 3a(i)(ii) related organizations . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3a(ii)

b If “Yes” to 3a(ii), are the related organizations listed as required on Schedule R? . . . . . . . . . 3b4 Describe in Part XIV the intended uses of the organization’s endowment funds.

Part VI Land, Buildings, and Equipment. See Form 990, Part X, line 10.Description of property (a) Cost or other basis

(investment)(b) Cost or other basis

(other)(c) Accumulated

depreciation(d) Book value

1a Land . . . . . . . . . . .b Buildings . . . . . . . . . .c Leasehold improvements . . . .d Equipment . . . . . . . . .e Other . . . . . . . . . . .

Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).) . . . . ▶

Schedule D (Form 990) 2011

4,101,794 484,656 408,525 365,904

436,968 4,617,000 75,000 32,621

0 138 1,131 10,000

1,000,000

4,538,762 4,101,794 484,656 408,525

19.14

80.86

0

✔

✔

2,102,080 2,102,080

24,967,871 11,734,203 13,233,668

808,441 675,040 133,401

8,495,064 7,273,806 1,221,258

2,379,116 1,526,993 852,123

17,542,530

8/15/2012 2:19:50 PM 25

Schedule D (Form 990) 2011 Page 3 Part VII Investments—Other Securities. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)

(b) Book value (c) Method of valuation: Cost or end-of-year market value

(1) Financial derivatives . . . . . . . .(2) Closely-held equity interests . . . . . .(3) Other

(A)

(B)

(C)

(D)

(E)

(F)

(G)

(H)

(I)

Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.) ▶

Part VIII Investments—Program Related. See Form 990, Part X, line 13.(a) Description of investment type (b) Book value (c) Method of valuation:

Cost or end-of-year market value

(1)

(2)

(3)

(4)

(5)

(6)

(7)

(8)

(9)

(10)Total. (Column (b) must equal Form 990, Part X, col. (B) line 13.) ▶

Part IX Other Assets. See Form 990, Part X, line 15.(a) Description (b) Book value

(1)

(2)

(3)

(4)

(5)

(6)

(7)

(8)

(9)

(10)Total. (Column (b) must equal Form 990, Part X, col. (B) line 15.) . . . . . . . . . . . . . . ▶

Part X Other Liabilities. See Form 990, Part X, line 25.1. (a) Description of liability (b) Book value

(1) Federal income taxes(2)

(3)

(4)

(5)

(6)

(7)

(8)

(9)

(10)

(11)

Total. (Column (b) must equal Form 990, Part X, col. (B) line 25.) ▶

2. FIN 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization’s financial statements that reports the organization’s liability for uncertain tax positions under FIN 48 (ASC 740).


CUSTODIAL FUNDS 15,159,626

CHARITABLE GIFT ANNUITY 1,688,891

DEFERRED COMPENSATION 226,712

CASH VALUE OF LIFE INSURANCE 406,436

17,481,665

POST RETIREMENT BENEFITS 2,527,684

ACCRUED PENSION 15,369,648

CUSTODIAL LIABILITIES/PLANNED GIFTS 1,688,891

CUSTODIAL FUNDS 9,426,279

DEFERRED RENT 65,917

DEFERRED COMPENSATION PLAN LIABILITIES 226,712

29,305,131

8/15/2012 2:19:50 PM 26

Schedule D (Form 990) 2011 Page 4 Part XI Reconciliation of Change in Net Assets from Form 990 to Audited Financial Statements1 Total revenue (Form 990, Part VIII, column (A), line 12) . . . . . . . . . . . . . . 12 Total expenses (Form 990, Part IX, column (A), line 25) . . . . . . . . . . . . . . 23 Excess or (deficit) for the year. Subtract line 2 from line 1 . . . . . . . . . . . . . 34 Net unrealized gains (losses) on investments . . . . . . . . . . . . . . . . . 45 Donated services and use of facilities . . . . . . . . . . . . . . . . . . . 56 Investment expenses . . . . . . . . . . . . . . . . . . . . . . . . . 67 Prior period adjustments . . . . . . . . . . . . . . . . . . . . . . . . 78 Other (Describe in Part XIV.) . . . . . . . . . . . . . . . . . . . . . . . 89 Total adjustments (net). Add lines 4 through 8 . . . . . . . . . . . . . . . . . 9

10 Excess or (deficit) for the year per audited financial statements. Combine lines 3 and 9 . . . 10Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return

1 Total revenue, gains, and other support per audited financial statements . . . . . . . . 12 Amounts included on line 1 but not on Form 990, Part VIII, line 12:

a Net unrealized gains on investments . . . . . . . . . . . . 2ab Donated services and use of facilities . . . . . . . . . . . 2bc Recoveries of prior year grants . . . . . . . . . . . . . . 2cd Other (Describe in Part XIV.) . . . . . . . . . . . . . . . 2de Add lines 2a through 2d . . . . . . . . . . . . . . . . . . . . . . . . . 2e

3 Subtract line 2e from line 1 . . . . . . . . . . . . . . . . . . . . . . . . 34 Amounts included on Form 990, Part VIII, line 12, but not on line 1 :

a Investment expenses not included on Form 990, Part VIII, line 7b . . 4ab Other (Describe in Part XIV.) . . . . . . . . . . . . . . . 4bc Add lines 4a and 4b . . . . . . . . . . . . . . . . . . . . . . . . . . 4c

5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) . . . . . . . 5Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return

1 Total expenses and losses per audited financial statements . . . . . . . . . . . . . 12 Amounts included on line 1 but not on Form 990, Part IX, line 25:

a Donated services and use of facilities . . . . . . . . . . . 2ab Prior year adjustments . . . . . . . . . . . . . . . . 2bc Other losses . . . . . . . . . . . . . . . . . . . . 2cd Other (Describe in Part XIV.) . . . . . . . . . . . . . . . 2de Add lines 2a through 2d . . . . . . . . . . . . . . . . . . . . . . . . . 2e

3 Subtract line 2e from line 1 . . . . . . . . . . . . . . . . . . . . . . . . 34 Amounts included on Form 990, Part IX, line 25, but not on line 1:

a Investment expenses not included on Form 990, Part VIII, line 7b . . 4ab Other (Describe in Part XIV.) . . . . . . . . . . . . . . . 4bc Add lines 4a and 4b . . . . . . . . . . . . . . . . . . . . . . . . . . 4c

5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) . . . . . . . 5Part XIV Supplemental InformationComplete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part IV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.


94,222,249

90,342,700

3,879,549

-345,494

-7,165,262

-7,510,756

-3,631,207

96,808,405

-345,494

2,931,650

2,586,156

94,222,249

0

0

94,222,249

100,439,612

10,096,912

10,096,912

90,342,700

0

0

90,342,700

SEE NEXT PAGE

8/15/2012 2:19:50 PM 27

Part XIV Supplemental Information Complete this part to provide the descriptions required for Part II, lines3, 5, and 9; Part III, lines 1a and 4; Part IV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI,line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provideany additional information.


SCHEDULE D, PART V,LINE 4

INTENDED USES OFENDOWMENT FUNDS

THE BOARD DESIGNATED ENDOWMENT WAS SET BY THE BOARD OF TRUSTEES FOR THE PURPOSE OF SECURING THEORGANIZATION'S LONG-TERM FINANCIAL VIABILITY. THE PERMANENT ENDOWMENT WAS CREATED IN 2010 FOR THE PURPOSEOF PROVIDING HOME CARE AND ASSISTED LIVING TO THE ELDERLY POOR, WITH SPECIFIC REFERENCE TO ASSISTING OLDERPEOPLE TO REMAIN IN THEIR OWN HOMES.

SCHEDULE D, PART X,LINE 2

FIN 48 (ASC 740)FOOTNOTE

THE PROVISIONS OF FASB ASC TOPIC 740-10, ACCOUNTING FOR INCOME TAXES, HAD NO IMPACT ON THE ORGANIZATION’SCONSOLIDATED FINANCIAL STATEMENTS AND, ACCORDINGLY, NO INTEREST OR PENALTIES WERE ACCRUED AS OF JANUARY1, 2010. MANAGEMENT BELIEVES IT HAS NO MATERIAL UNCERTAIN TAX POSITIONS ORANY RELATED PENALTIES AND INTEREST TO ACCRUE FOR THE YEARS ENDED DECEMBER 31, 2011 AND 2010, AND,ACCORDINGLY, THERE IS NO LIABILITY FOR UNRECOGNIZED TAX BENEFITS.

SCHEDULE D, PART XI,LINE 8

OTHER CHANGES INNET ASSETS

(a) Description (b) Amount

UNITED WAY STORE REVENUE (NET OF ELIMINATING ENTRIES) 2,931,650

UNITED WAY STORE EXPENSES (NET OF ELIMINATING ENTRIES) - 3,275,868

UNITED WAY WORLDWIDE PENSION ADJUSTMENT - 6,935,191

UNITED WAY STORE - CHANGE IN TAX LIABILITY 114,147

SCHEDULE D, PARTXII, LINE 2D

OTHER REVENUES INAUDITED FINANCIALSTATEMENTS NOT INFORM 990


UNITED WAY STORE - REVENUE (NET OF ELIMINATING ENTRIES) 2,931,650

SCHEDULE D, PARTXIII, LINE 2D

OTHER EXPENSES INAUDITED FINANCIALSTATEMENTS NOT INFORM 990


UNITED WAY STORE EXPENSES (NET OF ELIMINATING ENTRIES) 3,275,868

UNITED WAY WORLDWIDE PENSION ADJUSTMENT 6,935,191

UNITED WAY STORE - CHANGE IN TAX LIABILITY - 114,147

8/15/2012 2:19:50 PM 28

SCHEDULE F (Form 990)


Statement of Activities Outside the United States▶ Complete if the organization answered "Yes" to Form 990,

Part IV, line 14b, 15, or 16. ▶ Attach to Form 990. ▶ See separate instructions.

OMB No. 1545-0047



Part I General Information on Activities Outside the United States. Complete if the organization answered “Yes” to Form 990, Part IV, line 14b.

1 For grantmakers. Does the organization maintain records to substantiate the amount of its grants and other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used to award thegrants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes No

2 For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.

3 Activities per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.) (a) Region (b) Number of

offices in the region

(c) Number of employees, agents, and independent contractors

in region

(d) Activities conducted in region (by type) (e.g.,

fundraising, program services, investments,

grants to recipients located in the region)

(e) If activity listed in (d) is a program service,

describe specific type of service(s) in region

(f) Total expenditures for and investments

in region

(1)

(2)

(3)

(4)

(5)

(6)

(7)

(8)

(9)

(10)

(11)

(12)

(13)

(14)

(15)

(16)

(17)3 a Sub-total . . . . . .

b Total from continuation sheets to Part I . . . .

c Totals (add lines 3a and 3b) For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50082W Schedule F (Form 990) 2011


✔

CENTRAL AMERICA AND THECARIBBEAN 0 0

GRANTMAKING GRANTS

1,193,162EAST ASIA AND THE PACIFIC

0 0

GRANTMAKING GRANTS

12,049,873EUROPE (INCLUDINGICELAND AND GREENLAND) 0 0

GRANTMAKING GRANTS

6,730,709MIDDLE EAST AND NORTHAFRICA 0 0

GRANTMAKING GRANTS

1,008,569NORTH AMERICA (CANADA &MEXICO ONLY) 0 0

GRANTMAKING GRANTS

2,993,698RUSSIA AND THE NEWLYINDEPENDENT STATES 0 0

GRANTMAKING GRANTS

1,256,681SOUTH AMERICA

1 1

GRANTMAKING GRANTS

2,869,826SOUTH ASIA

0 0

GRANTMAKING GRANTS

3,954,946SUB SAHARAN AFRICA

1 0

GRANTMAKING GRANTS

1,083,581

2 1 33,141,045

0 0 0

2 1 33,141,045

8/15/2012 2:19:50 PM 29

Schedule F (Form 990) 2011 Page 2 Part II Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered “Yes” to Form 990,

Part IV, line 15, for any recipient who received more than $5,000. Check this box if no one recipient received more than $5,000 . . . . . ▶ Part II can be duplicated if additional space is needed.

1 (a) Name of organization

(b) IRS code section and EIN

(if applicable)

(c) Region (d) Purpose of grant

(e) Amount of cash grant

(f) Manner of cash

disbursement

(g) Amount of non-cash assistance

(h) Description of non-cash assistance

(i) Method of valuation

(book, FMV, appraisal,

other)

(1)

(2)

(3)

(4)

(5)

(6)

(7)

(8)

(9)

(10)

(11)

(12)

(13)

(14)

(15)

(16)

2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter . . . . . . . . . . . . ▶

3 Enter total number of other organizations or entities . . . . . . . . . . . . . . . . . . . . . . . . . . . ▶

Schedule F (Form 990) 2011

NORTH AMERICA(CANADA & MEXICOONLY) REBUILDING VOLUNTEER CENTER 850,000 WIRE TRANSFER 0EAST ASIA ANDTHE PACIFIC

2012 THINK MONEY PROGRAM 400,000 WIRE TRANSFER 0NORTH AMERICA(CANADA & MEXICOONLY) AFLATOUN FINANCIAL EDUCACTION PROGR 350,000 WIRE TRANSFER 0EAST ASIA ANDTHE PACIFIC

SEE SCH F SUPPLEMENTAL INFORMATION 350,000 WIRE TRANSFER 0EUROPE (INCLUDINGICELAND ANDGREENLAND) SEE SCH F SUPPLEMENTAL INFORMATION 340,866 WIRE TRANSFER 0CENTRAL AMERICAAND THE CARIBBEAN

SEE SCH F SUPPLEMENTAL INFORMATION 320,000 WIRE TRANSFER 0EAST ASIA ANDTHE PACIFIC

SEE SCH F SUPPLEMENTAL INFORMATION 300,000 WIRE TRANSFER 0EUROPE (INCLUDINGICELAND ANDGREENLAND) CITI-YMCA YOUTH FOR CAUSES PROGRAM 300,000 WIRE TRANSFER 0SUB SAHARANAFRICA

CITI YOUTH INVESTMENT EDUCATION PROGRAM 2011-12 295,000 WIRE TRANSFER 0SOUTH AMERICA

MAKING SENSE OF MONEY PROGRAM 290,000 WIRE TRANSFER 0EUROPE (INCLUDINGICELAND ANDGREENLAND) CITI-KOSBI WOMEN'S ENTREPRENEURSHIP PROGRAM 260,000 WIRE TRANSFER 0EAST ASIA ANDTHE PACIFIC

SEE SCH F SUPPLEMENTAL INFORMATION 255,000 WIRE TRANSFER 0CENTRAL AMERICAAND THE CARIBBEAN

SEE SCH F SUPPLEMENTAL INFORMATION 250,000 WIRE TRANSFER 0SOUTH ASIA

MARKET ALIGNED SKILLS TRAINING PROG 250,000 WIRE TRANSFER 0EAST ASIA ANDTHE PACIFIC

ENEF-FINANCIAL EDUCATION PILOT PROJ. 250,000 WIRE TRANSFER 0SOUTH ASIA

SEE SCH F SUPPLEMENTAL INFORMATION 250,000 WIRE TRANSFER 0

545

0

8/15/2012 2:19:50 PM 30

Schedule F (Form 990) 2011 Page 3 Part III Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered “Yes” to Form 990, Part IV, line 16.

Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance (b) Region (c) Number of recipients

(d) Amount of cash grant

(e) Manner of cash

disbursement

(f) Amount of non-cash assistance

(g) Description of non-cash assistance

(h) Method of valuation

(book, FMV, appraisal,

other)

(1)

(2)

(3)

(4)

(5)

(6)

(7)

(8)

(9)

(10)

(11)

(12)

(13)

(14)

(15)

(16)

(17)

(18)


8/15/2012 2:19:50 PM 31

Schedule F (Form 990) 2011 Page 4Part IV Foreign Forms

1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If “Yes,”the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a ForeignCorporation (see Instructions for Form 926) . . . . . . . . . . . . . . . . . . . . Yes No

2 Did the organization have an interest in a foreign trust during the tax year? If “Yes,” the organizationmay be required to file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A) . . . . . . . . . . . . . . . Yes No

3

Did the organization have an ownership interest in a foreign corporation during the tax year? If “Yes,”the organization may be required to file Form 5471, Information Return of U.S. Persons With Respect To Certain Foreign Corporations. (see Instructions for Form 5471) . . . . . . . . . . . . . Yes No

4

Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) . . . . . . . . . . . . . . . . . . . . . Yes No

5

Did the organization have an ownership interest in a foreign partnership during the tax year? If “Yes,”the organization may be required to file Form 8865, Return of U.S. Persons With Respect To CertainForeign Partnerships. (see Instructions for Form 8865) . . . . . . . . . . . . . . . . Yes No

6

Did the organization have any operations in or related to any boycotting countries during the tax year? If“Yes,” the organization may be required to file Form 5713, International Boycott Report (see Instructions for Form 5713) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes No


✔

✔

✔

✔

✔

✔

8/15/2012 2:19:50 PM 32

Part V Supplemental Information Complete this part to provide the information required by Part I, line 2(monitoring of funds); Part I, line 3, column (f)(accounting method); Part II, line 1 (accounting method); PartIII (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Alsocomplete this part to provide any additional information (see instructions).


SCHEDULE F, PART I,LINE 2

PROCEDURES FORMONITORING USE OFGRANT FUNDS

GRANTEES ARE REQUIRED TO SUBMIT A NARRATIVE PROPOSAL AND BUDGET ABOUT THE PROJECT FOR WHICH FUNDING ISBEING REQUESTED, IN ORDER TO BE CONSIDERED FOR FUNDING. WHEN FUNDS ARE AWARDED, THE GRANTEE IS REQUIREDTO SIGN A BINDING CONTRACT WHICH ESTABLISHES THE PURPOSE OF THE FUNDING AND REQUIRES THE SUBMISSION OF ANINTERIM AND FINAL FINANCIAL REPORT, ALONG WITH THE NARRATIVE REPORTS, DETAILING THE ACTUAL EXPENSES ANDDESCRIBING THE ACTUAL USAGE OF THE AWARDED FUNDS. THE FINANCIAL REPORTS MUST BE SIGNED BY AUTHORIZEDFINANCE PERSONNEL OF THE GRANTEE ORGANIZATION. THESE REPORTS ARE THEN REVIEWED BY THE UNITED WAYWORLDWIDE MANAGER OVERSEEING THE PROJECT(S), AND THEN COMPARED TO THE ORIGINAL PROPOSAL SUBMITTEDWHEN THE FUNDING WAS REQUESTED.

SCHEDULE F, PART I,LINE 3

ACCOUNTINGMETHOD FORREGIONS OUTSIDETHE UNITED STATES

CENTRAL AMERICA AND THE CARIBBEAN: ACCRUAL

EAST ASIA AND THE PACIFIC: ACCRUAL

EUROPE (INCLUDING ICELAND AND GREENLAND): ACCRUAL

MIDDLE EAST AND NORTH AFRICA: ACCRUAL

NORTH AMERICA (CANADA & MEXICO ONLY): ACCRUAL

RUSSIA AND THE NEWLY INDEPENDENT STATES: ACCRUAL

SOUTH AMERICA: ACCRUAL

SOUTH ASIA: ACCRUAL

SUB SAHARAN AFRICA: ACCRUAL

SCHEDULE F, PART II POPULATION OFGRANTS TOORGANIZATIONSOUTSIDE THE U.S.

SCHEDULE F, PART II, LINE 1 INCLUDES A LIST OF EACH INDIVIDUAL GRANT TO THE ORGANIZATIONS THAT RECEIVED MORETHAN $5,000 IN 2011 FROM UWW.

SCHEDULE F, PART II, LINE 2 IS THE COUNT OF UNIQUE ORGANIZATIONS THAT RECEIVED MORE THAN $5,000 IN 2011 FROMUWW.

SCHEDULE F, PART II,LINE 1(D)

PURPOSE OF GRANTFOR GRANTS # 4-16

GRANT #4: SUPPORTING PRIMARY AND MIDDLE SCHOOL STUDENTS POST 2011 EARTHQUAKE/ TSUNAMIGRANT #5: HELP SUPPORT VOLUNTEER CENTER ACTIVITIES IN THE FOLLOWING THREE PREFECTURES - IWATE, MIYAGI ANDFUKUSHIMAGRANT#6: CITI-NIE FINANCIAL LITERACY HUB FOR TEACHERS PROJECTGRANT #7: THE TSINGHUA-CITI FINANCIAL EDUCATION HUB (FEH)GRANT #12: FINANCIAL EDUCATION, COUNSELLING AND COMMUNITY HUB PHASE IIIGRANT #13: FI-3D FINANCIAL INCLUSION MEASUREMENT TOOL PROGRAMGRANT #16: HOPE DEVELOPMENT ACCOUNTS PROGRAM (HDA) 2012-2013

8/15/2012 2:19:50 PM 33

Part II Grants and Other Assistance to Organizations or Entities Outside the United States (continued)

(a)

Name ofOrganization

(b)

IRS code sectionand EIN

(c)

Region

(d)

Purpose of grant

(e)

Amount of cashgrant

(f)

Manner of cashdisbursement

(g)

Amount of non-cashassistance

(h)

Description of non-cash assistance

(i)

Method of valuation(book, FMV, apraisal, other)

(17)SOUTH AMERICA CARGILL CARES

LIBRARY 247,959 WIRE TRANSFER 0

(18)

EUROPE (INCLUDINGICELAND ANDGREENLAND)

CITIMICROENTREPRENEURSHIPAWARDSPROGRAM (CMEA)

237,585 WIRE TRANSFER 0

(19)MIDDLE EAST ANDNORTH AFRICA

GUJARAT MICROIRRIGATIONPROJECT.


(20)EUROPE (INCLUDINGICELAND ANDGREENLAND)

CITI-SMUFINANCIALLITERACYPROGRAMME


(21) EAST ASIA AND THEPACIFIC

GENERALOPERATION 212,541 WIRE TRANSFER 0

(22)

SOUTH AMERICA

PROYECTOCAPITAL --INNOVATIONS FORSCALINGFINANCIALEDUCATION


(23)


RURALCOMMUNITIESGREENMICROENTERPRISE PROGRAM


(24)NORTH AMERICA(CANADA & MEXICOONLY)

AFRICA REGIONALFINANCIALEDUCATIONPROGRAM


(25)


GANSU PROVINCELIVING &LEARNINGMICROCREDITPROGRAM


(26)EAST ASIA AND THEPACIFIC

DISCOVER YOURMULTICULTURALGIFTS PROGRAM


(27) NORTH AMERICA(CANADA & MEXICOONLY)

STRETCHINGYOUR RINGGIT2011



CITIMICROENTREPRENEURSHIPAWARDS


(29)

SOUTH ASIA

WANZHOU RURALSMALLENTERPRISEDEVELOPMENTPROGRAM II


8/15/2012 2:19:50 PM 34

(a)

Name ofOrganization

(b)


(c)

Region

(d)

Purpose of grant

(e)

Amount of cashgrant

(f)


(g)


(h)


(i)


(30)

SUB SAHARAN AFRICA

TO SUPPORT THEGOOD START 'UMBOM COMECO'PROGRAM


(31)SOUTH ASIA YOUR MONEY TV

PROGRAM 180,000 WIRE TRANSFER 0

(32)

SOUTH ASIA

LIFE &VOCATIONALSKILLS TRAININGPROGRAM II


(33)

SOUTH ASIADESERTPASTORALEPROGRAM



GENERALOPERATINGEXPENSES


(35)

MIDDLE EAST ANDNORTH AFRICA

OF THE 12 LOCALRONALDMCDONALDHOUSES INCANADA


(36)

SUB SAHARAN AFRICA

THE GENERALCHARITABLEOPERATIONS OFTHE 74 CANADIANAGENCIES


(37)

CENTRAL AMERICA ANDTHE CARIBBEAN

THE GENERALCHARITABLEOPERATIONS OFTHE CANADIANAGENCIES



THE ADVENTURESOF AGENT PENNYPROGRAM





(40)

EAST ASIA AND THEPACIFIC

LEARNING FORLIFE; MONEY FORLIFE -CERTIFICATE I



THE PROMOTINGSUSTAINABLEDEVELOPMENT INRUSSIA PROGRAM


(42)

SOUTH AMERICA

THE SMALLBUSINESSDEVELOPMENT INLOCALCOMMUNITIESPROGRAM


(43)


GLOBALENTREPRENEURSHIP MONITOR INRUSSIA PROJECT(GEM PROJECT)


8/15/2012 2:19:50 PM 35

(a)

Name ofOrganization

(b)


(c)

Region

(d)

Purpose of grant

(e)

Amount of cashgrant

(f)


(g)


(h)


(i)


(44)

SOUTH ASIATHE FINANCIALEDUCATIONPROJECT


(45)

NORTH AMERICA(CANADA & MEXICOONLY)

THE EXPANDINGANDSTRENGTHENINGOF THE 'FINAZASPARA EL CAMBIO'PROJECT


(46)

SOUTH ASIA

THE 2011 CAREERACADEMIES UKDEVELOPMENTPROGRAM


(47)


SUSTAINABLELIVELIHOODS FORRURALPRODUCERSPROGRAM


(48)

SOUTH ASIA

SICHUANSUSTAINABLEBAMBOOENTERPRISEPROGRAM


(49)

SOUTH ASIA

THE FINANCIALLITERARYSYMPOSIUMPROJECT


(50)

SOUTH AMERICA

THE SUSTAINABLEENTERPRISEDEVELOPMENTPROGRAM


(51)

SOUTH AMERICA

AFLATEEN YOUTHSOCIAL &FINANCIALEDUCATIONPROGRAM


(52)

SOUTH AMERICA

GUIZHOUINDIGENOUSBATIKDEVELOPMENTPROGRAM II


(53)

SOUTH AMERICA

THE LAND OFSNOW LEOPARDHOMESTAY ECO-TOURISTENTREPRISEPROGRAM



FINANCIALEDUCATION FORMATURE WOMENPROGRAM


(55)

SOUTH ASIA

CITI-CCER SMEACCESS TOFINANCERESEARCH


8/15/2012 2:19:50 PM 36

(a)

Name ofOrganization

(b)


(c)

Region

(d)

Purpose of grant

(e)

Amount of cashgrant

(f)


(g)


(h)


(i)


(56)


MICROFINANCEPROGRAM FORMIGRANTWORKERS INMENTOUGOUDISTRICT OFBEIJING CITY


(57)


THE WOMEN'SOCCUPATIONALHEALTH HAZARDPROJECT



HALF THE SKYPROGRAMS ATSHENZEN, CHINA


(59)


THE AMERICANEXPRESS CANADACARES 2010EMPLOYEE GIVINGCAMPAIGNCORPORATEMATCH AND $8750USD INADMINISTRATIVEFEES


(60) EUROPE (INCLUDINGICELAND ANDGREENLAND)

THE FINANCINGYOUR CAREERPROGRAM


(61)

SOUTH AMERICAGENERALOPERATINGEXPENSES


(62)

SOUTH AMERICA

TO SUPPORT THEINFRASTRUCTUREDEVELOPMENTAND VOCATIONALTRAINING FORRURAL GIRLSTUDENTSPROJECT INANOOPSHAHRUTTAR PRADESH -INDIA


(63)

SOUTH ASIA

FINANCIALEDUCATION FORMATURE WOMENPROGRAM


(64)

SOUTH ASIA

TO SUPPORT THEDELIVERING HOPETO CHILDRENPROGRAM


(65)


SMART KIDSFINANCIALEDUCATIONPROGRAM


(66)

SOUTH AMERICA

THE 2010AMERICANEXPRESS CANADACARES CAMPAIGN


8/15/2012 2:19:50 PM 37

(a)

Name ofOrganization

(b)


(c)

Region

(d)

Purpose of grant

(e)

Amount of cashgrant

(f)


(g)


(h)


(i)


(67)


IMPROVINGNUMERACY ANDLITERACYOUTCOMES INCHILDREN INGOVERNMENTPRIMARYSCHOOLS


(68)


CHILEEARTHQUAKERELIEF -RECONSTRUCTIONOF FIRE STATIONAT PENCO


(69)


SKEPPIES--BUILDINGENVRIONMENTALENTERPRISESPROGRAMME



CLIENT FINANCIALEDUCATION FORMICROFINANCEPROGRAM


(71)

SOUTH ASIA

FAIR FINANCE -FINANCIALCAPABILITYPROGRAM


(72)


THE BUILDINGFINANCIALCAPABILITY,SKILLS ANDCAPACITYPROJECT


(73)


2011 CITIMICROENTREPRENEUR OF THEYEAR AWARDSPROGRAM


(74)


AGRICULTUREAWARENESS ANDEDUCATIONPROGRAM FORRUSSIA ANDUKRAINE


(75)


RURALPRESCHOOLCENTERS(BALWADIS) FORTRIBAL CHILDREN



MOBILEPHONE/POS ENABLEDMICROFINANCEFOR RURAL POOR



THE ADVENTURESOF AGENT PENNYAND WILL POWER ,BOOK 4


8/15/2012 2:19:50 PM 38

(a)

Name ofOrganization

(b)


(c)

Region

(d)

Purpose of grant

(e)

Amount of cashgrant

(f)


(g)


(h)


(i)


(78)


THE 2011 ASHDENINTERNATIONALAWARDSUPPORTED BYCITIBANK


(79)

SOUTH AMERICA

EARTHQUAKERELIEFVOLUNTEEREFFORTSINCLUDINGSLUDGECLEARING ANDDEBRIS REMOVAL


(80)

SUB SAHARAN AFRICA

2011 CITIMICROENTREPRENEURSHIPAWARDSPROGRAM



HAAGEN-DAZSBREAST CANCERAID FUND


(82)

SUB SAHARAN AFRICA

HIGHEREDUCATIONACCESSPROGRAMME FORSCHOOLSPROJECT


(83)


THE ECONOMICDEVELOPMENT OFPOORADOLESCENTMOTHERS INCARTAGENAPROGRAM


(84)

SUB SAHARAN AFRICA

INDIAMICROFINANCEINDUSTRYSTRENGTHENINGPROGRAM


(85)


THE DEVELOPINGMY BUSINESSSTRATEGYPROGRAM


(86)


ENHANCINGLITERACY,FINANCIALCAPABILITY OFWOMEN PROJECT


(87)


THE IMPROVINGFINANCIALKNOWLEDGE ANDCAPACITY OFWOMEN PROJECT


8/15/2012 2:19:50 PM 39

(a)

Name ofOrganization

(b)


(c)

Region

(d)

Purpose of grant

(e)

Amount of cashgrant

(f)


(g)


(h)


(i)


(88)


CITI/MFCFINANCIALEDUCATIONPROGRAM FOREUROPE'S FORLOW-INCOMEHOUSEHOLDS



FINANCIALLYSPEAKING 100,000 WIRE TRANSFER 0

(90) MIDDLE EAST ANDNORTH AFRICA

THE NUDGE PILOTPROJECT 100,000 WIRE TRANSFER 0

(91)

SOUTH ASIA

VOCATIONALSKILLS TRAININGFOR MIGRANTYOUTH PROGRAM



THE NUTRENACOLLEGE 100,000 WIRE TRANSFER 0

(93)

SOUTH ASIA

THE TURKISHGRAMEENMICROCREDITPROGRAM


(94)

SOUTH ASIA

BWTPINDEPENDENCECAPACITYBUILDINGPROGRAM


(95)

SOUTH ASIA

ABAC FINANCIALINCLUSIONSECRETARIATSERVICESPROGRAM


(96)

SOUTH ASIA

JOYFUL UNIONMICROFINANCESTRENGTHENINGPROGRAM


(97)

SOUTH ASIA

CITI ECO-TOURISMCAPACITYBUILDINGPROGRAM


(98)


CITI-FINLEAONLINE FINANCIALEDUCATIONPROGRAM


(99)

SOUTH AMERICA

CITI FUTURELEADERSDEVELOPMENTPROGRAM


(100)


YOUNG ADULTSFINANCIALLITERACYPROGRAM



DOLLARS & $ENSE 100,000 WIRE TRANSFER 0

8/15/2012 2:19:50 PM 40

(a)

Name ofOrganization

(b)


(c)

Region

(d)

Purpose of grant

(e)

Amount of cashgrant

(f)


(g)


(h)


(i)


(102)

SOUTH ASIA

DEBTCOUNSELING ANDFAMILY FINANCIALMANAGEMENT


(103)

SOUTH ASIAAGENT PENNYCOMPENDIUMPROGRAM


(104)


CHINAMICROFINANCEINFORMATIONEXCHANGEPROJECT (CMIX)



MAKING SENSE OFMONEY - CHINA 100,000 WIRE TRANSFER 0


THE YOUTHBUSINESSENTREPRISEPROGRAM



THE WOMEN INENTREPRENEURSHIP PROGRAM


(108)


RURALCOMMUNITIESGREENMICROENTERPRISESUPPLEMENTARYPROGRAM


(109)


EDUCATIONSPONSORSHIP OF103 STUDENTS INPRIMARY SCHOOLAT CHRISTELHOUSE INDIA


(110)


TO SUPPORT THESAFE KIDS WALKTHIS WAY -DECADE OFACTION



THE FINANCE FORLIFEEDUCATIONALPROGRAM


(112)


THE FINDING AVOCATION:RECOGNIZING ANDUSINGPOTENTIALSPROGRAM


8/15/2012 2:19:50 PM 41

(a)

Name ofOrganization

(b)


(c)

Region

(d)

Purpose of grant

(e)

Amount of cashgrant

(f)


(g)


(h)


(i)


(113)


HELP SUPPORTVOLUNTEERCENTERACTIVITIES IN THEFOLLOWINGTHREEPREFECTURES -IWATE, MIYAGIAND FUKUSHIMA


(114)

SOUTH ASIA

THE PROMOTINGSUSTAINABLEBUSINESSES INTHE ATLANTICFOREST PROJECT



CFPAMICROFINANCESTRENGTHENINGPROGRAM II


(116)

SUB SAHARAN AFRICA

ATTRACTING NEWSCIENCETEACHERS -ANALYSIS ANDSTRATEGICBLUEPRINT FORTHE FUTURE


(117)


THERESTORATION OFNON-FUNCTIONINGSECTION OF THEOPERATIONALKINDERGARTENPROJECT


(118)


CITIMICROENTREPRENEURSHIPAWARDSPROGRAM



CITI FINANCIALMARKET TRADINGWORKSHOPS



INVESTMENTS INWOMENENTREPRENEURSHIP INITIATIVES


(121)


THEMICROFINANCEIMPACTASSESSMENTPROJECT



THE ASPIRE -INDIGENOUSOUTREACHPROJECT


8/15/2012 2:19:50 PM 42

(a)

Name ofOrganization

(b)


(c)

Region

(d)

Purpose of grant

(e)

Amount of cashgrant

(f)


(g)


(h)


(i)


(123)

SOUTH AMERICA

THE CITIMICROENTERPRISE DEVELOPMENTFOR RURALFARMERSINITIATIVE



SOCIAL INCLUSIONON THE AVENIDAPAULISTA



BANKS IN ACTIONPROGRAM 85,000 WIRE TRANSFER 0


THE FINANCIALEDUCATIONPROGRAM


(127)

SOUTH AMERICANEW DINNINGROOM THAT WILLSERVE CHILDREN


(128)

SUB SAHARAN AFRICAPROJECT FORKIDS SMILESUPPORT


(129)


TO SUPPORT THEEARLYCHILDHOODDEVELOPMENTPROGRAM


(130)


THE ACREDITAR &BANCO BEMSCALE UPINVESTMENTPROGRAM


(131)


THE OPENINGCAREEROPPORTUNITIESFOR LOW-INCOMECOLLEGESTUDENTSPROGRAM



THE FUTURESTARTS TODAYPROGRAM


(133)

SOUTH ASIA

TO SUPPORT THEORGANIZATION'SSOCIALSOLIDARITYINITIATIVES


(134)


MICROFINANCEINDIA ANDLIVELIHOODSINDIA INITIATIVE


(135)

SUB SAHARAN AFRICA

THE CITIFRANKFURTSCHOLARS INECONOMICS ANDFINANCEPROGRAM


8/15/2012 2:19:50 PM 43

(a)

Name ofOrganization

(b)


(c)

Region

(d)

Purpose of grant

(e)

Amount of cashgrant

(f)


(g)


(h)


(i)


(136)


2011 CITIMICROENTREPRENEURSHIPAWARDSPROGRAM


(137)


THE ACCESS TOFINANCE TOSUSTAINABLEPRODUCERSPROGRAM



PROGRAMS THATSUPPORT THEROMAPOPULATION


(139)

RUSSIA AND THE NEWLYINDEPENDENT STATES

THE BUSINESS INDEVELOPMENT(BID) CHALLENGEPROGRAM


(140)


CITI-TWGHS BUILDA BRIGHTERFUTURE PILOTPROGRAM


(141)


THE AMERICANEXPRESSCHARITABLE FUNDCANADA CARES2010 EMPLOYEEGIVING CAMPAIGN- CORPORATEMATCH



THE MUMBAIMARATHON 71,250 WIRE TRANSFER 0

(143)


REBUILDINGLIVES: CITI-PPAFJOIN HANDS FOR AMICROFINANCEREHABILITATIONPROGRAM FORFLOOD VICTIMS


(144)

SUB SAHARAN AFRICA

TO EXPAND THELUDOTECASPROGRAM(CHILDREN LEARN& PLAY CENTERS)



INITIATIVE FORIMPROVEDHEALTH AND WELLBEING


(146)


CITIMICROENTREPRENEURSHIPAWARDS INRUSSIA PROGRAM


8/15/2012 2:19:50 PM 44

(a)

Name ofOrganization

(b)


(c)

Region

(d)

Purpose of grant

(e)

Amount of cashgrant

(f)


(g)


(h)


(i)


(147)


THE CITIMICROENTREPRENEURSHIPAWARDSPROGRAM



THE SUSTAINABLEPIACAVA PROJECT 70,000 WIRE TRANSFER 0

(149)

SOUTH ASIAMENTORING ANDENRICHMENTPROGRAM


(150)


THE FINANCIALEDUCATION ANDLIFE PLANNINGFOR YOUTHPROJECT



THE FINANCIALEDUCATION FORTHE POOR 2011PROGRAM


(152)


OF THEPROMOTION OF ARURALSUSTAINABLEDEVELOPMENTMODEL BASED ONINNOVATIVEVOCATIONAL DUALTRAINING SYSTEMFOR BOTHYOUNGSTERS ANDADULTS IN COTED'IVOIRE ANDCAMEROON



GENERALCHARITABLEOPERATIONS


(154)

SOUTH ASIATHE "A WEALTH OFSTAGES"PROGRAM


(155)

SUB SAHARAN AFRICA

CITI-PPAFMICROENTREPRENEURSHIPAWARDS, 2011PROGRAM


(156)




(157)


THE CAREERACADEMIESIRELANDFEASIBILITY ANDPLANNINGPROGRAM


8/15/2012 2:19:50 PM 45

(a)

Name ofOrganization

(b)


(c)

Region

(d)

Purpose of grant

(e)

Amount of cashgrant

(f)


(g)


(h)


(i)



P&G EMPLOYEEENGAGEMENTPROGRAM


(159)


CITI AT-RISKWOMEN FINANCIALLITERACYPROGRAM --PHASE IV


(160)


THE COMMUNITIESAND BIODIVERSITYTRAININGPROGRAM


(161)


IMPACTASSESSMENT ANDROUNDTABLEINITIATIVE


(162)


THE FINANCE FORSUSTAINABLESUPPLY CHAINSINITIATIVE


(163)


PREMIC 2011 -CITIMICROENTREPRENEURSHIPAWARDS 2011


(164)

SOUTH AMERICATHEENVIRONMENTALWATER PROJECT


(165)


THE CAF ANDPARC FINANCIALLITERACY & PRE-EMPLOYMENTPROGRAM


(166)RUSSIA AND THE NEWLYINDEPENDENT STATES

CITI-HAPINOYINCUBATORPROGRAM



THE JOB READYPROGRAMME 60,000 WIRE TRANSFER 0


CITIMICROENTERPRISE DEVELOPMENTCENTER PROJECT


(169)


TO WORK WITHPARTNERS INCHANGE TOPROVIDESHELTER, JOBTRAINING ANDPLACEMENT FORWOMEN ANDGIRLS LAID OFFFROM THEGARMENTINDUSTRY INBENGALURU


8/15/2012 2:19:50 PM 46

(a)

Name ofOrganization

(b)


(c)

Region

(d)

Purpose of grant

(e)

Amount of cashgrant

(f)


(g)


(h)


(i)


(170)

SUB SAHARAN AFRICATHE FINANCIALEDUCATIONPROGRAM



GENERALOPERATIONS 55,057 WIRE TRANSFER 0

(172)

SUB SAHARAN AFRICA



(173)


CITIMICROENTREPRENEURSHIPAWARDS 2011


(174)


CITIMICORENTREPRENEURSHIPAWARDSPROGRAM


(175)


2011 CITIFOUNDATION CITIMICROENTREPRENEURSHIPAWARDS IN EGYPT


(176)


CITY YEARSCHOOL ANDCOMMUNITYBASEDEDUCATIONALANDENVIRONMENTALSERVICEPROGRAMME


(177)


2011 CITIMICROENTREPRENEURSHIP AWARDPROGRAM


(178)


THE PIMLICOCONNECTIONHARDSHIPBURSARYPROGRAM


(179)

SOUTH ASIAFEDEX CAREERCAMP AND FEDEXDREAM PARK


(180)


ENRICHEDMANAGEMENTSTUDIESPROGRAMME(EMS)


(181)SOUTH ASIA INSPIRED TO

ASPIRE 54,000 WIRE TRANSFER 0

(182)

SOUTH AMERICA

AIM HIGHTHROUGHFOOTBALLPROGRAMME


8/15/2012 2:19:50 PM 47

(a)

Name ofOrganization

(b)


(c)

Region

(d)

Purpose of grant

(e)

Amount of cashgrant

(f)


(g)


(h)


(i)



TO SUPPORTTHEIR ELDERLYPROGRAM


(184)


THE CITIMICROENTREPRENEURSHIPAWARDSPROGRAM - ELSALVADOR


(185)


TRAIN THETRAINERPROGRAM INSHENZEN ANDWUHAN


(186)


TEACH THETEACHERSFINANCIALLITERACY


(187)


TO SUPPORT THERENOVATION OFTHE INTERIORSOUTH WING OFTHE DETOCQUEVILLECASTLE.



THE CHAPTERDEVELOPMENTPROJECT


(189)

SOUTH AMERICA



(190)

SUB SAHARAN AFRICA

THE CZECHFINANCIALEDUCATIONSTRATEGYINITIATIVE


(191)







(193)

SOUTH AMERICATHE "MY BUSINESSSUSTAINABLE"PROJECT


(194)SOUTH AMERICA YUTE

ENTREPRENEUR 50,000 WIRE TRANSFER 0

8/15/2012 2:19:50 PM 48

(a)

Name ofOrganization

(b)


(c)

Region

(d)

Purpose of grant

(e)

Amount of cashgrant

(f)


(g)


(h)


(i)


(195)

SOUTH AMERICA

THE CITI -BANAMEXMICROENTREPRENEURSHIPAWARDSPROGRAM 2011


(196)


EXPANDING THEROLE OFUNIVERSITIESTOWARDSSOCIOECONOMICDEVELOPMENTINITIATIVE


(197)


THE CHILDFINANCERESEARCHWORKING GROUPWHITE PAPERPROJECT



PASSPORT TOEMPLOYABILITYPROGRAM


(199)


FINANCIALCAPABILITY FOREUROPE'S YOUTHAND RETIREES


(200)


ECONOMY:KNOWLEDGE WITHVALUEEDUCATIONALPROGRAM



THE CITIACADEMICSUPPORTPROGRAM


(202)

SOUTH ASIA

AFLATOUN CHILDSOCIAL ANDFINANCIALEDUCATIONPROJECT



START YOUR OWNBUSINESSPROGRAM


(204)


SUSTAINABLECOTTONGROWINGPROGRAM


(205)


THEENTREPRENEURSHIP EDUCATIONPROGRAM


(206)

SOUTH AMERICAMICRO ENERGYALLIANCEPROGRAM


8/15/2012 2:19:50 PM 49

(a)

Name ofOrganization

(b)


(c)

Region

(d)

Purpose of grant

(e)

Amount of cashgrant

(f)


(g)


(h)


(i)



THE CAPACITYBUILDING FORTOURISM SME'SPROGRAM


(208)

SOUTH AMERICA

VINH LONG WATERAND SANITATIONMICROCREDITPROGRAM


(209)

SUB SAHARAN AFRICA

THE JUNIORBANKERSTRAININGPROGRAM



THEMICROFINANCEBANANA SKINSPROJECT


(211)


RURO AGROSERVICESASSOCIATION(RASA): SCALINGUP PROGRAM


(212)

SOUTH AMERICA

THE ACCESSCENTREMENTORINGPROGRAMME



FEDEX GREENFOOTPRINTSPROGRAM


(214) RUSSIA AND THE NEWLYINDEPENDENT STATES

WORKING IT OUTPROGRAMME 50,000 WIRE TRANSFER 0

(215)


HOLISTICEDUCATIONPROGRAM FOR 60MARGINALIZEDANDUNDERPRIVILEGED CHILDRENSTUDYING INGRADES 11 AND 12IN GOVERNMENTRUN SCHOOLS INBANGALORE TOPROVIDESUPPORT FORTWO YEARS SOTHAT THEY CANCOMPLETE PRE-UNIVERSITYCOLLEGE


(216)


RELIEF ANDREHABILITATIONPROGRAM FORTHE FLOODVICTIMS INTHAILAND 2011


8/15/2012 2:19:50 PM 50

(a)

Name ofOrganization

(b)


(c)

Region

(d)

Purpose of grant

(e)

Amount of cashgrant

(f)


(g)


(h)


(i)



CITIMICROENTREPRENEURSHIPAWARDS







(220)


DISASTER RELIEFFOR FLOOD ANDMUDSLIDEVICTIMS IN RIO DEJANEIRO



TO SUPPORT THEWORKING IT OUTPROGRAMME



NEXT WAY WITHTHE BUSPROGRAMME


(223)


IMPACT ANALYSISOF FINANCIALEDUCATION: THECASE OFMICROCREDIT ANDGOVERNMENTSOCIALTRANSFERS




(225)SOUTH AMERICA THE PREMIC


(226)




(227)


THE AWARD FOREXELLENCE INLOCALENTREPRENEURSHIP IN COSTA RICAPROJECT


(228)CENTRAL AMERICA ANDTHE CARIBBEAN




TO HELP FUNDTHE LIFE SKILLSPROGRAMME


(230)


TO SUPPORT THECONSTRUCTIONOF A CENTER FORGIRLS AND YOUNGFEMALE ADULTSIN BAKOU.


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(a)

Name ofOrganization

(b)


(c)

Region

(d)

Purpose of grant

(e)

Amount of cashgrant

(f)


(g)


(h)


(i)


(231)

SUB SAHARAN AFRICA



(232)

SOUTH ASIAGENERALCHARITABLEOPERATIONS





(234)SOUTH AMERICA BANCO PEROLA'S

FUNDING INITIAVE 40,000 WIRE TRANSFER 0

(235)

SOUTH AMERICA

ECONOMICEMPOWERMENTOF MARGIZALIZEDWOMEN IN DARELSALAM IN CAIROPROJECT


(236)

SOUTH AMERICA

THE CHILDRENAND FINANCEPROGRAM PHASEII


(237)


THE EBS ALUMNICITI FOUNDATIONTRAININGPROGRAM



THE NEWHORIZONSPROGRAM



BUSINESSKLASPROGRAM BACKTO SCHOOL



CITISCHOLARSHIPS 40,000 WIRE TRANSFER 0

(241)

SOUTH ASIA

THE SOCIALINTEGRATION ANDEMPLOYMENTRESOURCES(RISE) PROGRAM


(242)

SOUTH AMERICA

INCREASING THENUMBER OF LOWINCOME YOUNGWOMEN INTOEDUCATIONPROGRAM.





(244)


CITI SOLARPROJECT FORRURALMICROENTERPRISES


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(a)

Name ofOrganization

(b)


(c)

Region

(d)

Purpose of grant

(e)

Amount of cashgrant

(f)


(g)


(h)


(i)



THE FOODACCESSPROGRAMME


(246)


TO SUPPORT THEBREAKFAST ANDFOOD PROVISIONTO LONDON'SHOMELESS


(247)

SOUTH AMERICA

THE INNOVATIONANDSUSTAINABILITY INTHE VALUE CHAINPROGRAM



SCIENCE FOR KIDSPROGRAM 39,849 WIRE TRANSFER 0


YUVALOK RIHACOMMUNITYSCHOOL, HENNUR(STANDARDS 7-10)


(250)


HIREPROFESSIONALSTO DESIGNWORKSHOPS ANDTRAIN TEACHERSRUNNING THE LIFESCIENCE LABCOURSES


(251)


ECOLOGICALRESTORATION OFSMALL WATERBODY PROGRAMFORSTUDENTS/RESIDENTSPARTICIPANTS INSCHOOL ANDCOMMUNITY





(253)


USINGTECHNOLOGY TOENHANCE FONDOUNIDO?SCAPACITY ANDIMPACT


(254)


"A DIFFERENTECONOMY"FINANCIALEDUCATIONPROGRAM



CITI SCHOLARSHIPAND YOUTHDEVELOPMENTCAMP PROGRAM


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(a)

Name ofOrganization

(b)


(c)

Region

(d)

Purpose of grant

(e)

Amount of cashgrant

(f)


(g)


(h)


(i)



THE YOUTHMENTORINGPROGRAM


(257)


MEDIATION ANDIMPROVINGCOMMUNICATIONBETWEEN HEALTHWORKERS ANDPATIENTS



ACADEMY FORHUMANIZATION 35,183 WIRE TRANSFER 0

(259)


TO BUILD THREENEWKINDERGARTENCLASSROOMS, AKITCHEN, ANOFFICE, A PLAYYARD, AND ABATHROOM FORTHE TOWN OF KONDONG IN THEMANG YANGDISTRICT, GIA LAIPROVINCE



EDUCATIONINITIATIVES 35,000 WIRE TRANSFER 0

(261)

SOUTH AMERICA

STRENGTHENINGTHEAGRICULTURALPRODUCTION ININDOORHORTICULTUREPROJECT



THE DULCEEMPRENDERPROGRAM


(263) SUB SAHARAN AFRICA SAT I COURSE 35,000 WIRE TRANSFER 0(264) EAST ASIA AND THE

PACIFICBENEFIT FOR LIFEPROGRAM 35,000 WIRE TRANSFER 0

(265)

SUB SAHARAN AFRICA2012INTERNATIONALSCIENCE CAMPS


(266)

SUB SAHARAN AFRICAEWHA-CITIGLOBAL FINANCEACADEMY


(267)

SOUTH ASIA

PROTECTING THEENVIRONMENTANDCONSERVATIONOF RESOURCES


(268)

SOUTH ASIA

TO SUPPORT THESWARAJFOUNDATION'SEDUCATIONPROGRAMS


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(a)

Name ofOrganization

(b)


(c)

Region

(d)

Purpose of grant

(e)

Amount of cashgrant

(f)


(g)


(h)


(i)



NATIONALECONOMICS QUIZTOURNAMENTPROGRAM



EDUCATIONINITIATIVES 31,667 WIRE TRANSFER 0

(271)

SUB SAHARAN AFRICA

IMPROVINGQUALITY OFEDUCATION FORGRADES IV, V ANDVI


(272)




ESTABLISHINGLIBRARIES INVIETNAM


(274)


TUITION-ASSISTANCESCHOLARSHIPSAND GENERALASSISTANCE INSUPPORT OF THEDEPARTMENT OFMECHANICAL,ELECTRICAL, ANDINFO. TECH.CURRICULUM


(275)


THE KNOW TOGROW PROGRAM(INCREASES INTHE NUMBER OFLOW-INCOMESECONDARYSTUDENTS WHOACQUIRE/DEMONSTRATE SKILLSNEEDED TOBECOMEEMPLOYED, STARTTHEIR OWNBUSINESS ORENROLL INPOSTSECONDARYED/TRAINING)


(276)


BUILDING AKINDERGARTEN INPHU LUONGVILLAGE, PHUVANG DISTRICT,THUA THIEN HUEPROVINCE,VIETNAM.


8/15/2012 2:19:50 PM 55

(a)

Name ofOrganization

(b)


(c)

Region

(d)

Purpose of grant

(e)

Amount of cashgrant

(f)


(g)


(h)


(i)


(277)


THE WORKSHOPSAND SOCIALINTEGRATIONPROGRAM AT THEHOME FORMENTALLYDISABLED YOUNGPEOPLE






CRAFT YOUR LIFEPROGRAM 30,000 WIRE TRANSFER 0

(280)

SOUTH ASIA

THE TECHNICAL &ENTREPRENEURSHIP SKILLSTRAININGPROGRAM



DOLLY PROGRAM 30,000 WIRE TRANSFER 0

(282)


CAPACITYBUILDINGOPPORTUNITIESAND TECHNOLOGYIMPROVEMENTSFOR THE UNITEDWAY BRASIL TEAM


(283)


TECHNOLOGYPLANNING &IMPLEMENTATIONANDPROJECT/COMMUNICATIONSEXPANSION


(284)

SUB SAHARAN AFRICA4TH CITIFINANCIAL IT CASECOMPETITION


(285)


STUDENTDEVELOPMENTSCHOLARSHIPS(15, TOTALING$30,000


(286)


FINANCIALEDUCATION 'INBALANCE': ACOMIC BOOKPROGRAM



THE FINANCIALEDUCATIONPROGRAM



THE TEACHINGSUITCASE 'OPENSESAME'PROGRAM


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(a)

Name ofOrganization

(b)


(c)

Region

(d)

Purpose of grant

(e)

Amount of cashgrant

(f)


(g)


(h)


(i)



THE CITICORVINUSUNIVERSITY 2011-2012 PROGRAM


(290)


THE MICRO -ENTREPRENEURSHIP SOUTH TELAVIV INITIATIVE



AFLATOUNPROGRAM 30,000 WIRE TRANSFER 0


THE BUILDINGFUTURESPROGRAM



BUSINESSLEADERSHIPPROGRAM


(294)


INCREASINGEFFECTIVENESSOF THE TRAININGAND JOBPLACEMENTPROGRAM FORPEOPLE WITHDISABILITIES ANDSPECIAL NEEDSAT GOODWILLPANAMA


(295)


THE SELFSUSTAINABLEPOPULATION(PAS)PROGRAM FOR2011


(296)

SOUTH ASIA

CITI-TRIPLEBOTTOM LINESMALL HOTELSPHASE II


(297)


THE CITISCHOLARSHIPFOR YOUNGWOMEN PROGRAM



THE ASPIRINGENTREPRENEURSPROGRAM



THE WOMENENTREPRENEURSPROGRAM


(300)


HOME BASEDPALLIATIVE CAREPROJECT INNORTH EASTDELHI


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(a)

Name ofOrganization

(b)


(c)

Region

(d)

Purpose of grant

(e)

Amount of cashgrant

(f)


(g)


(h)


(i)


(301)


THE HARCOURTSTREETEMERGENCYSHELTERSERVICES WHICHPROVIDESACCOMMODATIONFOR 30 MEN ANDWOMEN WHO AREHOMELESS



AKTION AMGENFOUNDATION 28,137 WIRE TRANSFER 0

(303)


CORPORATESPONSORSHIPFOR THE COLLEGERECRUITINGPROGRAMS THATSIFEPROVIDES(YOUTHENVIRONMENTALSUSTAINABILITYINITIATIVE)





(305)

SOUTH AMERICA

RESEARCH ANDTECHNICALADVANCEMENTSIN THE FIELD OFGRAVURE ANDOTHER ANCILLARYDEVELOPMENTS(PROCUREMENTOF EQUIPMENTFOR GRAVURERESEARCH, LABTESTING, ETC.)



CORPORATEEDUCATIONPARTNER





(308)

SOUTH AMERICA

TO SUPPORT THEPROJECTS OF THEORPHANAGES LOSOJOS DE DIOSAND CASA DELREFUGIO AND THEORGANIZATIONRETO A LAJUVENTUD



TO SUPPORTGENERALCHARITABLEOPERATIONS


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(a)

Name ofOrganization

(b)


(c)

Region

(d)

Purpose of grant

(e)

Amount of cashgrant

(f)


(g)


(h)


(i)





(311)


SPONSORSHIP OFCARE-6 SCHOOL (SALARIES &OPERATIONALCOST)



IN SUPPORT OFTHE COMPANYPROGRAMME



P&G'S EMPLOYEEENGAGEMENTPROGRAM


(314)


TO SUPPORT THEEARLYCHILDHOODDEVELOPMENTPROGRAM


(315)


TO CONSOLIDATE,MEASURE ANDDOCUMENT THEEARLYCHILDHOODDEVELOPMENTPROGRAM


(316)

SOUTH AMERICAPROGRAMAEDUCATIVO Y DESALUD



THE "HAPPY TIMEAFTER-SCHOOLPROGRAM"


(318)


A THERAPY ANDRECREATIONPROGRAM FORCHILDREN INCRISIS


(319)

SOUTH ASIA

THE CLINICALTREATMENT TOCHILDRENHOSTED INRECEPTIONCENTERS OFYOUTH CENTRESAND "VIOLENCEPREVENTION ANDPHILOSOPHY FORCHILDREN"PROGRAMS


(320)


ASSISTANCE TOCHILDREN WITHGRIEF FOLLOWINGTHE DEATH OF APARENT, FAMILYMEMBER ORSIGNIFICANTOTHER PROGRAM


8/15/2012 2:19:50 PM 59

(a)

Name ofOrganization

(b)


(c)

Region

(d)

Purpose of grant

(e)

Amount of cashgrant

(f)


(g)


(h)


(i)


(321)


IN SUPPORT OFAGRICULTURALVOLUNTEERWORKSHOPS ANDOTHER EFFORTSIN NIIGATA,IKETANI ANDIRIYAMA


(322)

SOUTH AMERICA

YOUNGENTREPRENEURSGRANTSPROGRAM


(323)


CRAFTDEVELOPMENTKWAZULU-NATALSOUTH AFRICAINITIATIVE



TO SUPPORT THEDREAM PARKPROJECT


(325)


"CHINESECANADIANDEMONSTRATIONKITCHEN" AND"TRANSITIONALGROUPDEMONSTRATIONKITCHEN"



SOCIALENTERPRISEACCELERATOR


(327)

SOUTH ASIA

KING ABDULLAH IIAWARD FORYOUTHINNOVATION ANDACHIEVEMENTPROGRAM


(328)


THE EMPOWERINGUNDERPRIVILEDGED YOUTHTHROUGHFINANCIALEDUCATIONPROGRAM


(329)

SOUTH ASIA

PROJECTFORM''ACTIF, APROGRAM THATSUPPORTS YOUNGPEOPLE,PRIMARILYREFUGEES WITHWORKFORCEDEVELOPMENTAND INTEGRATIONINTO SOCIETY.


8/15/2012 2:19:50 PM 60

(a)

Name ofOrganization

(b)


(c)

Region

(d)

Purpose of grant

(e)

Amount of cashgrant

(f)


(g)


(h)


(i)


(330)


CAPITALIZINGLEARNINGS:CONSOLIDATIONOF RADIMINITIATIVE



THE ADVENTURESOF AGENT PENNYPROGRAM


(332)


THE FINANCESNOT FORFINANCIERSPROGRAM


(333)


THE POVERTYALLEVIATIONTHROUGH MICROFINANCEPROGRAM


(334)


COMPREHENSIVESCHOOLPROGRAM/TEACHER TRAINING ANDSKILLSDEVELOPMENTPROGRAM


(335)

SUB SAHARAN AFRICA

CITI-ASKIOVERSEASWORKERSFINANCIALSTABILITYPROGRAM


(336)

SOUTH ASIA

MAKKALA JAGRITILEARNINGCENTER 2011HOLISTICDEVELOPMENTWORK MODEL


(337)SOUTH ASIA THAVARE

HUVUGALU 25,000 WIRE TRANSFER 0

(338) SOUTH ASIA SSHRISHTI LADLI 25,000 WIRE TRANSFER 0(339)

SOUTH ASIA

PRABHAT(SPECIAL SCHOOLFOR CHILDRENWITH LEARNINGDISABILITIES)


(340)

SOUTH ASIA

FREE SCHOOLFOR 1000DEPRIVEDCHILDREN ANDEDUCATION FOR2500 DEPRIVEDCHILDREN OFQUARRIES, SLUMSAND VILLAGESIRRESPECTIVE OFCASTE, CREEDAND RELIGION


8/15/2012 2:19:50 PM 61

(a)

Name ofOrganization

(b)


(c)

Region

(d)

Purpose of grant

(e)

Amount of cashgrant

(f)


(g)


(h)


(i)


(341)


EDUCATION FORVISUALLYIMPAIRED (V.I)CHILDREN FOREQUAL RIGHTSAND DIGNITY


(342)


TRAINING FORTEACHERS INEARLYCHILDHOOD CAREANDDEVELOPMENTCENTERS ANDPRIMARYSCHOOLS IN JIACOUNTY


(343)


6TH GRADEGIRLS?SCHOLARSHIPPROGRAM INCHIMALTENANGO


(344)


READY TO READENGLISHCOMMUNITYPROGRAM



SUMMERBRIDGEPROGRAM 2012 25,000 WIRE TRANSFER 0

(346)


INQUIRY BASEDSCIENCELEARNING/CURRICULUM DEV/TEACHERTRAINING



READINGPROGRAM INSIBUYAN ISLAND


(348)


EDUCATION &DEVELOPMENT " ANEW HOPE TOIMPROVE ACHILD''S FUTURE"



RURAL SCHOOLSTUDENTSCHOLARSHIPPROGRAM



BETTER CHANCEFOR TOMORROW 25,000 WIRE TRANSFER 0

(351)


COMMUNITYINTERVENTIONTOWARDS THEDEVELOPMENT OFURBAN WORKINGCHILDREN



PRIMARY SCHOOLLIBRARY 24,992 WIRE TRANSFER 0

8/15/2012 2:19:50 PM 62

(a)

Name ofOrganization

(b)


(c)

Region

(d)

Purpose of grant

(e)

Amount of cashgrant

(f)


(g)


(h)


(i)


(353)


BRING ME A BOOK- LIBRARIESREPLENISHMENTAND TRAININGPROJECT


(354)SOUTH ASIA ESTABLISHING

LIBRARIES IN INDIA 24,924 WIRE TRANSFER 0

(355) CENTRAL AMERICA ANDTHE CARIBBEAN

CHANGING LIVES2012 24,920 WIRE TRANSFER 0

(356)

SUB SAHARAN AFRICAFAMILYSTRENGTHENINGPROGRAM


(357)


TARGET BOOKCORNERPROJECT----NANWANG WU TAI(CENTRAL)PRIMARY SCHOOL,NINGHE COUNTY,TIANJIN, CHINA



ENGLISHIMPROVEMENTPROGRAMME 2012






HELPING HANDPROGRAM FORCHILDREN A.C.



EDUCATIONSUPPORT FORCHILDREN IN SLUMAREAS.


(362)SUB SAHARAN AFRICA MISSION

EDUCATION 24,347 WIRE TRANSFER 0

(363)

SOUTH ASIA

INTEGRATEDEDUCATION ANDDEVELOPMENTPROGRAM



LEARNING LEVELENHANCEMENTPROGRAM



STUDENTSPONSORSHIPPROGRAMME


(366)


THE HOT-MEAL-A-DAY PROGRAMTHAT BENEFITS3000 NEEDYPROMISEKIDS IN15 PROMISELANDSCHOOLS EACHDAY FOR THESCHOOL YEAR2011-2012


8/15/2012 2:19:50 PM 63

(a)

Name ofOrganization

(b)


(c)

Region

(d)

Purpose of grant

(e)

Amount of cashgrant

(f)


(g)


(h)


(i)


(367) CENTRAL AMERICA ANDTHE CARIBBEAN

COMMUNITYHEALTH INITIATIVE 23,760 WIRE TRANSFER 0

(368)


PROVIDINGQUALITYEDUCATION FORECONOMICALLYDISADVANTAGEDCHILDREN ININDIRANAGAR,BANGALORE


(369)


HELP SUPPORTVOLUNTEERCENTERACTIVITIES IN THEFOLLOWINGTHREEPREFECTURES -IWATE,MIYAGI ANDFUKUSHIMA


(370)


HELP SUPPORTVOLUNTEERCENTERACTIVITIES IN THEFOLLOWINGTHREEPREFECTURES -IWATE,MIYAGI ANDFUKUSHIMA


(371)


$9,810 USD TOSAHAARACHARITABLESOCIETY -PROJECT PRAGATIAND $13,409 USDTO THERESIDENTIALREHABILITATIONCENTER FORGIRLS


(372)


IMPROVE THE 2SERVICE CENTERSFOR MIGRANTCHILDREN ANDBUILD 2 MORE INQINGDAO


(373)


ENHANCINGAFTER SCHOOLLEARNING ABILITYOF THE CHILDREN- SMARTPROGRAM


(374)


IN SUPPORT OFPLANT-FOR-THE-PLANETFOUNDATION'SENVIRONMENTALPROGRAMS INGERMANY.


8/15/2012 2:19:50 PM 64

(a)

Name ofOrganization

(b)


(c)

Region

(d)

Purpose of grant

(e)

Amount of cashgrant

(f)


(g)


(h)


(i)



OPERATIONHOMEWORKS 22,500 WIRE TRANSFER 0


ALIVEPROGRAMME 22,500 WIRE TRANSFER 0




(378)


TO SUPPORT DR.OLAF NETH''SRESEARCH OFIMMUNODEFICIENCIES AT THEINFECTIOUSDISEASES,MICROBIOLOGYANDPREVENTATIVEMEDICINE UNIT OFTHE VIRGEN DELROCIOUNIVERSITYHOSPITAL


(379)


THE AFTERSCHOOL CARECENTER THATASSISTS 800CHILDREN



THE FINANCIALEDUCATIONINITIATIVE


(381)

SOUTH AMERICA

ORGANICFARMINGPROGRAM INFOUR SCHOOLS



LEARNING ABILITYIMPROVEMENTPROGRAM


(383)

SUB SAHARAN AFRICA

THE RENOVATIONOF THE AFTER-SCHOOLPROGRAM FORKIDS


(384)

SOUTH AMERICA

EDUCATIONPROGRAM FORTHE VISUALLYIMPAIREDCHILDREN


(385)


THE AUTISTICCHILDRENSENSORYINTEGRATIONPROGRAM


8/15/2012 2:19:50 PM 65

(a)

Name ofOrganization

(b)


(c)

Region

(d)

Purpose of grant

(e)

Amount of cashgrant

(f)


(g)


(h)


(i)


(386)

SOUTH AMERICA

SIXORGANIZATIONSIN BRAZIL TOPROVIDE MEALSFOR THE POORAND UNEMPLOYEDACROSS SAOPAOLO


(387)


WE DELIVERGREENCLASSROOMPROJECT TOPROMOTEENVIRONMENTALISM AMONGELEMENTARYSCHOOLSTUDENTSTHROUGHOUTTAIWAN


(388)

SOUTH ASIATO HELP FUNDTHE PROJECTFORM ACTIF


(389)


IN SUPPORT OFTHE ARTS FORLIVELIHOOD ANDEMPLOYMENT(ALIVE)PROGRAMME.


(390)


TO SUPPORTOPERATIONHOMEWORKSWHICH HELPS TORENOVATE HOMESFOR ELDERLYCLIENTS


(391)

SOUTH ASIA

COMMUNITYCHEST OF JAPAN(CCCJ) WILLORGANIZECOMMUNITYACTIVITIES IN THESALONS TOCONGREGATEOLDER ADULTSFOR PLANNEDSOCIAL ANDEDUCATIONALACTIVITIES


(392)

SOUTH ASIA

PROMOTING ABETTERNUTRITIONAL,PSYCHOLOGICALAND PHYSICALDEVELOPMENTFOR THECHILDREN INIZTAPALAPA


8/15/2012 2:19:50 PM 66

(a)

Name ofOrganization

(b)


(c)

Region

(d)

Purpose of grant

(e)

Amount of cashgrant

(f)


(g)


(h)


(i)


(393)

SOUTH AMERICA

THE PROJECTTHAT WILL BRIDGETHE TECHNLOGYGAP IN OLDERADULTS






TUTORINGPROGRAM 20,000 WIRE TRANSFER 0

(396)


TO SUPPORTVOLUNTEERTRAINING ANDDYSLEXIASCOTLAND'SHELPLINE


(397)

SUB SAHARAN AFRICAGENERALCHARITABLEOPERATIONS



THE FLOATINGCLASSROOM 20,000 WIRE TRANSFER 0

(399)


THEDEVELOPMENT OFTHE BLUEPRINTFOR SOUTHERNAGRICULTUREGROWTHCORRIDOR OFTANZANIA


(400)


THE PATHWAYSAFTERCARE ANDTRANSITIONALSUPPORTPROGRAM



THE INTERNSHIPTRAININGPROGRAM



TO BE TEENAGEAND/OR MOTHER 20,000 WIRE TRANSFER 0


WOMEN'SENTREPRENEURSHIP INITIATIVE



YOUTH GRANTPROGRAM 20,000 WIRE TRANSFER 0

(405)


YOUTH BUSINESSDEVELOPMENT &SKILLSENHANCEMENTINITIATIVE (YBDSEINITIATIVE)



THEENTREPRENEURSHIP AND TRAININGPROGRAM


8/15/2012 2:19:50 PM 67

(a)

Name ofOrganization

(b)


(c)

Region

(d)

Purpose of grant

(e)

Amount of cashgrant

(f)


(g)


(h)


(i)


(407)

SOUTH ASIAYOUTHENTREPRENEURIAL PROGRAM III


(408) EAST ASIA AND THEPACIFIC MTA MEP 20,000 WIRE TRANSFER 0

(409)


YOUTH AID FUNDFOR THECREATION OFPLANTATIONS(PLANTAINPLANTATIONS)


(410)


THE HUNGERPROJECTSENEGALMICROFINANCEPROGRAM



THE YOUTH SKILLSDEVELOPMENTPROGRAM



THE FINANCIALLITERACYPROGRAM


(413)


IMPACTASSESSMENT ONTHEESTUDYANTIPIDLEARNING SERIES


(414)


PROVIDINGCLOTHING ANDFOOD FOR THE 80CHILDREN LIVINGAT THE JOHN PAULII HEALTH CAREHOUSE


(415)

SOUTH ASIABELIEVE MY WAYAND OTHERPROGRAMS


(416)


RENOVATINGFOURELEMENTARYCLASSROOMS FORTHE MIN-LESCHOOL AND TOPROVIDE DESKS,CHAIRS AND PINGPONG TABLES FORTHE SCHOOL


(417)

SOUTH ASIA

FREE EDUCATIONFOR BLIND, DEAF,AND MULTI-DISABLEDCHILDREN



NEW HOPE EARLYCHILDHOODINITIATIVE


8/15/2012 2:19:50 PM 68

(a)

Name ofOrganization

(b)


(c)

Region

(d)

Purpose of grant

(e)

Amount of cashgrant

(f)


(g)


(h)


(i)



DEAF RESEARCHAND EDUSERVETRAININGPROGRAM


(420)SOUTH AMERICA BOOKS OVER

MOUNTAINS 20,000 WIRE TRANSFER 0


EDUCATE-A-CHILD 19,992 WIRE TRANSFER 0

(422)


IMPROVINGEDUCATIONQUALITY IN HOPESCHOOLS,PAKISTAN








(425)




GIFTED CHILDRENIN SCIENCESUPPORTPROGRAM


(427)


CWEFGUANGDONGFEMALE HIGHSCHOOLSCHOLARSHIPS


(428)


THE CREATION OFA LEARNING SUITE(6 TO 8WORKSTATIONSWITH ADDITIONALINTERACTIVE ANDACCESSTECHNOLOGIES)WITHIN THENORTON PARKCENTRE INEDINBURGHAVAILABLE TOPEOPLE WITHDISABILITIESUSING THEORGANISATION'SSUPPORTEDEMPLOYMENTSERVICES



JIUQIAN ARTEDUCATIONCENTER (JAEC)


8/15/2012 2:19:50 PM 69

(a)

Name ofOrganization

(b)


(c)

Region

(d)

Purpose of grant

(e)

Amount of cashgrant

(f)


(g)


(h)


(i)



TO SUPPORT THEDOBROYE DELO(GOOD DEED)PROGRAM


(431)


THE REFINING OFTHEINTERVENTION &PREPARATIONFOR CHILDRENTESTIFYING INCOURT PROGRAM


(432)


ENTREPRENEURSHIP TRAINING FORFRONTLINE STAFFAND MANAGERS





MIGRANTCHILDREN'S NEWLIFE IN SHANGHAI


(435)


UNIVERSITYSCHOLARSHIP TOBENEFITBUSINESSDEVELOPMENT



MISSIONEDUCATION 18,000 WIRE TRANSFER 0

(437)

SOUTH ASIA

THE PROGRAMTHAT ASSISTSYOUTH WITHLEARNINGDIFFICULTIES TOENTER THE WORKFORCE


(438)


SUPPORTVOLUNTEERINGPROJECTS INELDERLY HOMESAND MIGRANTSCHOOLS INCHINA: BUILDINGVOLUNTEERPLATFORM INLOCAL MINHANGCOMMUNITY,SHANGHAI


8/15/2012 2:19:50 PM 70

(a)

Name ofOrganization

(b)


(c)

Region

(d)

Purpose of grant

(e)

Amount of cashgrant

(f)


(g)


(h)


(i)


(439)


THE ACQUISITIONOF COMPUTERSYSTEMS TOASSIST WITH THEINTAKE OF CLIENTCALLS AND THERECORDKEEPINGOF CLIENTSACCESSING THEYOUTHEMERGENCYCRISISSTABILIZATIONSYSTEM (YECSS)


(440)


TO SUPPORTBUILDINGIMPROVEMENTS,COOKING ANDDISTRIBUTION OFHIGH PROTEINMEALS TOCHILDREN OF THESURROUNDINGSLUM AREA ANDORGANIZINGINCOMEGENERATIONACTIVITIES


(441)


TO SUPPORT THESTART OF THESHELTEREDEMPLOYMENTINDUSTRY UNDERONE ROOF AND TOPROVIDE GAINFULEMPLOYMENT FORTHEHANDICAPPEDBENEFICIARIES


(442)


TO FACILITATETHE TRANSPORTOF 38 CHILDRENTO AND FROMSCHOOL


(443)


BUILDING A NEWHOME USINGVOLUNTEERLABOUR ANDDONATEDMATERIALS


(444)


THE CHILDREN'SCOTTAGE CRISISNURSERY (NEWBRIGHTONLOCATION START-UP)


8/15/2012 2:19:50 PM 71

(a)

Name ofOrganization

(b)


(c)

Region

(d)

Purpose of grant

(e)

Amount of cashgrant

(f)


(g)


(h)


(i)


(445)

SUB SAHARAN AFRICA

LITERACYCOUNTS, SELFDEVELOPMENTLECTURES,HOMEWORKCENTER



FREEDOMPROJECT 16,000 WIRE TRANSFER 0


GPS TECHNOLOGYFOR THE BLIND 15,900 WIRE TRANSFER 0

(448)




TFCF SUBSIDYPROGRAM FORTUTORING ANDTUITION



THE BIKINGPROGRAM ATTRAIL'S END


(451)


AITC'SPROGRAMMINGNEEDS THATTEACHAGRICULTURETHROUGH IN-CLASS TEACHINGRESOURCES ANDOUTREACHPROGRAMS


(452)

SOUTH AMERICA

TO SUPPORT THESANDWICHPEOPLE INSWINDON WHICHIS AN ENTERPRISEPROJECT FOR THESALVATION ARMY


(453)

SOUTH AMERICA

TO HELP ENABLENFTE TO TEACHMEINE FINANZEN(MY FINANCE), AFINANCIALPROGRAM THATAIMS TO PREPAREYOUNG PEOPLEFOR LIFE AFTERSCHOOL.


(454)


THE SALARY OF APART-TIMEYOUTHSERVICE CO-OORDINATOR OFTHEYOUTHMOTIVATIONPROJECT


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(a)

Name ofOrganization

(b)


(c)

Region

(d)

Purpose of grant

(e)

Amount of cashgrant

(f)


(g)


(h)


(i)



YOUTHENTREPRENEURSAS CHANGEMAKERS



WORK AT TWOKINDERGARDENS 15,000 WIRE TRANSFER 0


EXPANDING THEMEDICAL CARECARD SERVICE


(458)


CARGILL''S THIRDAND FINALPAYEMENT ON ATHREE YEARCOMMMITMENT TOSUPPORT THENATIONAL 4-HCITIZENSHIPSEMINAR, WHICHFOCUSES ONPARLIAMENT ANDGOVERNMENTTOPICS


(459)


SCHOOL TUITIONAND FEES, FOODSUPPLIES, ANDTRANSPORTATIONTO THE SCHOOL



PROVIDINGEQUIPMENT TOHUE UNIVERSITY



TO SUPPORT THEHARVESTKITCHEN, HOTMEAL PROGRAM


(462)


TO PURCHASECLOTHING FOR 21CHILDREN WHOLIVE IN THEORPHANAGE FULLTIME AND DO NOTHAVE FAMILIES


(463)


THE RENOVATIONOF THE SOCIALLYDEPRIVEDPEOPLE'S HOMESTHROUGHBUILDING ANDREDECORATING





8/15/2012 2:19:50 PM 73

(a)

Name ofOrganization

(b)


(c)

Region

(d)

Purpose of grant

(e)

Amount of cashgrant

(f)


(g)


(h)


(i)


(465)

SOUTH ASIA

EXTENDED ANDONGOINGSUPPORT FORHAMBURGERTAFEL COOKINGCOURSES ANDFAMILY PROGRAM


(466)

SOUTH ASIABILLE INBEWEGUNG /GARDEN PROJECT


(467)SOUTH ASIA THE COMPANY


(468)


PROVIDINGEDUCATIONALSUPPORT TO ACLASS OF 30GRADE VISTUDENTS


(469)

SOUTH ASIA

"NOURISHING THENEXTGENERATIONTHROUGHEDUCATION"


(470)

SOUTH ASIA

THE ACQUISITIONOF TWO "FUNCENTERS", ONEFOR SAINTE-JUSTINEHOSPITAL, ONEFOR THEMONTREALCHILDREN?SHOSPITAL.


(471)

SOUTH AMERICA

TO ACQUIRE ANDDELIVERENVIRONMENTALEDUCATIONMATERIALS TO 100SCHOOLS INTAIWAN



THE BASICCOMPUTER SKILLSPROGRAM



EMPRESIFEPROJECT 15,000 WIRE TRANSFER 0

(474)


THE IMPROVINGTHEEMPLOYABILITYPROFILE OF AT-RISK YOUTHPROGRAM


(475)

SOUTH ASIA

THEENTREPRENEURSHIP TRAINING FORTOURISMDEVELOPMENTPROGRAM


8/15/2012 2:19:50 PM 74

(a)

Name ofOrganization

(b)


(c)

Region

(d)

Purpose of grant

(e)

Amount of cashgrant

(f)


(g)


(h)


(i)



THE "FINANZASPARA EL CAMBIO"PROGRAM


(477)


RECYCLES - ASOCIALENTERPRISE THATIS BEING SET UPFOR HOMELESSMEN AND WOMENTO GAIN WORKEXPERIENCE ANDTRAINING IN ASAFE WORKINGENVIRONMENT.


(478)

SOUTH ASIA

MASTER'SDEGREE INECONOMICSSCHOLARSHIPPROGRAM


(479)


NARRATIVEPROJECT WHICHIS PART OF THEORGANIZATION'STRAINING ANDPERSONALDEVELOPMENTPROGRAM



ST. ANDREWSADULT EDUCATIONDEPARTMENT


(481)


THE COMMUNITYSTAGE OF THEIRPROGRAMMEWHICH USESVOLUNTEERINGTO HELP YOUNGPEOPLE MAKE THETRANSITION FROMBEINGSUPPORTED ON APROGRAMME TOBECOMINGINCREASINGLYINDEPENDENTAND ABLE TOSUSTAIN THEPOSITIVECHANGES THEYHAVE MADE


(482)


ENHANCINGCOMMUNITYSCHOOLS FORCHILDREN WHODROPPED OUT


(483)

SOUTH ASIAREADING NOOKSFOR PRIMARYSCHOOLS


8/15/2012 2:19:50 PM 75

(a)

Name ofOrganization

(b)


(c)

Region

(d)

Purpose of grant

(e)

Amount of cashgrant

(f)


(g)


(h)


(i)



EARLY YEARS ANDELEMENTARYSCHOOLING



PROMOTINGEARLYCHILDHOODREADING IN HANOI




(487)


2011 BESTBUDDIES HIGHSCHOOLSPROGRAMME


(488)


GENERALOPERATINGSUPPORT/ INHONOR OF 20YEARS OF UW INMOSCOW



GENERALCHARITABLEOPTIONS


(490)


TO PURCHASEAND PROVIDEECOLOGICALSTOVES TOFAMILIES WHOARE STILL USINGTRADITIONALWOOD-FUELEDSTOVES


(491)


SPONSORINGDEPRIVED YOUTHTO BENEFIT FROMTHEYOUTH HOMEWITH CAREERGUIDANCE ANDCOUNSELINGSERVICES;ADDING ANDRENEWINGCOMPUTERS FORRESIDENTIALHOME CARESERVICE ; THEPURCHASE OFSUITABLEEXERCISE BOOKS


(492)






ESTABLISHINGLIBRARIES INCAMBODIA


8/15/2012 2:19:50 PM 76

(a)

Name ofOrganization

(b)


(c)

Region

(d)

Purpose of grant

(e)

Amount of cashgrant

(f)


(g)


(h)


(i)


(495)


BASIC EDUCATIONPROGRAMME FORLOW-INCOMEUNDERACHIEVINGTEENAGERS /HAPPY SCHOOLPROJECT


(496)


THE BESTBUDDIES HIGHSCHOOLSDEVELOPMENTPROGRAM IN NEWSOUTH WALES IN2011


(497)


THE VOLUNTARYTUITION AND THECORE ADULTEDUCATIONPROGRAMS



IN SUPPORT OFTHE PROVISIONOF BASIC NEEDS



THEENTREPRENEURSHIP PROGRAM



MAISON CHANCEEDUCATIONPROGRAM



GENERALOPERATTION 12,506 WIRE TRANSFER 0

(502)


TO SUPPORT THEP&G EMPLOYEEENGAGEMENTPROGRAM


(503)

SOUTH AMERICABOOKS4KIDSSCHOOLLIBRARIES



CLEAN WATERFOR SCHOOLS INQIUBEI COUNTY,CHINA








(507)


IN SUPPORT OFTHEENVIRONMENTALLEARNING ON THEMAGIC EYESBARGE FORUNDERPRIVILEGED CHILDRENPROJECT


8/15/2012 2:19:50 PM 77

(a)

Name ofOrganization

(b)


(c)

Region

(d)

Purpose of grant

(e)

Amount of cashgrant

(f)


(g)


(h)


(i)



THE TRAINING ANDACTIVITY ROOMRENOVATIONS



THE CHOCLEADAPROGRAM 12,000 WIRE TRANSFER 0

(510)


THEMICROFINANCECLIENTPROTECTIONPRINCIPLESPROGRAM


(511)

SOUTH ASIA

THE SCUOLABOTTEGAPROGRAM WHICHHELPSDISADVANTAGEDYOUNG PEOPLETRYING TO GET INTHE WORKPLACE.


(512)


TO HELP FUNDTHE CHILDREN'SLIVING ANDEDUCATIONPROJECT AT TA-TUNG CHILDREN'SHOME OF TAIWANFUND FORCHILDREN ANDFAMILIES


(513)


THEREPLACEMENT OFESSENTIALEQUIPMENT ATTHE CLINICPROJECT.



BRAKE ROADSAFETY WEEK 11,000 WIRE TRANSFER 0

(515)


PURCHASE ACOMMERCIAL-SIZEWASHINGMACHINE TO BEINSTALLED AT THE'CENTROCARITATIVO PARALA ATENCION DEENFERMOS DESIDA.' THE CENTERIS HOME TO ANDPROVIDESCONSTANT CAREFOR 31 MEN AND 3WOMEN LIVINGWITH HIV/AIDS.


8/15/2012 2:19:50 PM 78

(a)

Name ofOrganization

(b)


(c)

Region

(d)

Purpose of grant

(e)

Amount of cashgrant

(f)


(g)


(h)


(i)


(516)


LIFE SKILLSENHANCEMENTFOR MENTALLY-CHALLENGEDCLIENTS OF ELSIEGACHES VILLAGE


(517)


"DEVELOPMENTOF EDUCATIONALAND VOCATIONALOPPORTUNITIESAND HEALTHCARESUPPORT FORTHE SPECIALNEEDS ANDDIFFERENTLY-ABLED CHILDRENFOR SELFRELIANCE ANDECONOMICINDEPENDENCE"





(519)






LOVING HEARTSLIBRARY PROJECT 10,025 WIRE TRANSFER 0

(522)

SOUTH ASIATHE ABRUZZOEARTHQUAKERELIEF EFFORT


(523)

SOUTH ASIA

TO SUPPORT THEREBUILDING OFTHE KIOSK DELCOLEGIO ISLASDEL ROSARIO


(524)

SOUTH ASIA

TO SUPPORT THEREBUILDING OFTHE KIOSK DELCOLEGIO ISLASDEL ROSARIO



CULTURALBEAUTYWORKSHOPS



THE PROVISIONOF MEALS FORTHE EDUCATEDYOUTH


8/15/2012 2:19:50 PM 79

(a)

Name ofOrganization

(b)


(c)

Region

(d)

Purpose of grant

(e)

Amount of cashgrant

(f)


(g)


(h)


(i)


(527)

SOUTH AMERICA

TO SUPPORT THECOMPLETION OFTANSIANUNIVERSITY'SFIRST CLASROOMBUILDING ON ITSPERMANENTCAMPUS SITE.


(528)

SOUTH AMERICA

TO REBUILD ANDRENOVATECLASSROOMS INAN ELEMENTARYSCHOOL THATWAS AFFECTED BYTHE EARTHQUAKE


(529)

SOUTH AMERICAGENERALCHARITABLEPURPOSES



THE VOLUNTEERPROJECTJOBPROFIS


(531)


JOBCORPORATION OFTHREE PERSONSWITH SOCIALEXCLUSION RISK


(532)


TO SUPPORT THECONTINUATION OFTHE TRAVELTRAININGPROGRAMME


(533)

SUB SAHARAN AFRICAGENERALCHARITABLEOPERATIONS


(534)


THE HIGH SCHOOLRESEARCHSUPPORTPROJECT


(535)

SUB SAHARAN AFRICA

TO SUPPORT THEOPEN TO SCIENCEINQUIRY BASEDSCIENCE INCLASSROOMPRACTICE



THE SENIORVOLUNTEERPROGRAM



HIGHEREDUCATION ANDVOCATIONALTRAINING


8/15/2012 2:19:50 PM 80

(a)

Name ofOrganization

(b)


(c)

Region

(d)

Purpose of grant

(e)

Amount of cashgrant

(f)


(g)


(h)


(i)


(538)


TO SUPPORT ALUDOTHEQUE(PLAY/TOYLIBRARY) IN ACENTER FORDISABLEDCHILDREN INKAIROUAN.


(539)


EQUIPPING AKITCHEN TOPROVIDE MEALSAT THE SANVICENTE DE PAULCENTER WHICHASSISTSTRAVELINGIMMIGRANTS ANDOTHERS WITHBASIC NEEDS


(540)


FOR THEREHABILITATIONOFKINDERGARTENTIERRA YLIBERTADADJACENT TOCARLOS MADRAZOSCHOOL


(541)


THETAALMAATJES'(PART OF DUIZENDEN EEN KRACHT)AND THEWOONZORGPROJECT


(542)

SOUTH AMERICALEARNING FORLIFESCHOLARSHIPS


(543)

SOUTH ASIA

GENERALSUPPORT,MEDICALTREATMENT,NUTRITIONWELLNESSSUPPORT, ANDREHABILITATIONFOR PEOPLE WHONEED HELP



UPGRADING THEDAY CARECENTER



THE LUNCH FORABORIGINE KIDSPROGRAM


8/15/2012 2:19:50 PM 81

(a)

Name ofOrganization

(b)


(c)

Region

(d)

Purpose of grant

(e)

Amount of cashgrant

(f)


(g)


(h)


(i)


(546)


"EDUCATION &LUNCH FOR A NEWHOPEUNDERPRIVILEGED CHILDRENPROGRAM





(548)


IN SUPPORT OFDIDACTICALMATERIALS ANDSCHOOLINFRASTRUCTUREIMPROVEMENTS


(549)




WOONZORG ANDTAALMAATJESPROJECTS



PROFESSIONALIZING OFPROMOTIONALACTIVITIES


(552)


PROJECT SHIKSHATO ENHANCE THEPEDAGOGY OFIIMPACT



MONEY FORLIVING PROJECT 10,000 WIRE TRANSFER 0

(554)SOUTH ASIA THE MANAGING

MONEY PROGRAM 10,000 WIRE TRANSFER 0


THE DUALTRAININGPROJECT



VIRTUAL BANKS:ONLINE BANKINGPROGRAM



HELPING VICTIMSOF THE 2011FLOODING INTHAILAND


(558)


INITIATINGWORKPLACECAMPAIGNS WITHCOMPANIES INBANGALORE


(559)

SOUTH AMERICAGENERALCHARITABLEOPERATIONS





8/15/2012 2:19:50 PM 82

(a)

Name ofOrganization

(b)


(c)

Region

(d)

Purpose of grant

(e)

Amount of cashgrant

(f)


(g)


(h)


(i)



TO PURCHASE ANEW COMMERCIALFREEZER


(562)


THE STEPPROGRAM AIMEDAT IMPARTINGPOOR ANDUNDERPRIVILEGED YOUTH FROMMARGINALIZEDSECTIONS OFSOCIETY WITHCRUCIAL JOBORIENTEDKNOWLEDGE ANDEMPLOYABILITYSKILLS.




(564)

SOUTH ASIA

PROGRAMSUPPORT FORTHE FOLLOWINGPROGRAMS:CHILDRENS'NUTRITIONPROGRAMS; KIDSKITCHEN;COMMUNITYGARDENING;GOOD FOOD BOX



THE AGRICULTURESAFETY DAY 8,000 WIRE TRANSFER 0

(566)


SMART RANGERSPROGRAMMEWITH ANOBJECTIVE TOTRAIN STUDENTSAND TEACHERSTO BE 'RECYLINGEXPERTS'


(567)

SOUTH ASIA

TO SUPPORTBRAKE ROADSAFETY WEEK INTHE UK





(569)

SOUTH ASIA

IN SUPPORT OFTHE MEDICALCENTER "PAULHARRIS" IN PISCO,ICA, PERU.


8/15/2012 2:19:50 PM 83

(a)

Name ofOrganization

(b)


(c)

Region

(d)

Purpose of grant

(e)

Amount of cashgrant

(f)


(g)


(h)


(i)


(570)


THE AUSTRALIANRED CROSSEMERGENCYSERVICESRECOVERYPROGRAMS


(571)

SOUTH ASIACLOTHINGCOLLECTIONPROJECT





(573)


THE AGCLASSROOM,BRINGINGAGRICULTURE TOSTUDENTS INSASKATCHEWANCLASSROOMS K-12


(574)


SUPPORTDISABLED PEOPLEWITH HIGHSUPPORT NEEDSAND ASSIST THEMTO MAKE THETRANSITION FROMBENEFITS TOEMPLOYMENT.


(575)


SUPPORTAPPROXIMATELY150 FAMILIES THATARE IN NEEDINCLUDING SINGLEPARENTS, LOWINCOME FAMILIESAND SOCIALWELFARERECIPIENTS.


(576)


THE THREE LOCAL4-H CHAPTERSWITH COMMUNITYPROJECTSTHROUGH THE 4-HREAPINGRETURNSPROGRAM



TEJIENDOCOMMUNIDADPROGRAM


8/15/2012 2:19:50 PM 84

(a)

Name ofOrganization

(b)


(c)

Region

(d)

Purpose of grant

(e)

Amount of cashgrant

(f)


(g)


(h)


(i)


(578)


THE THREE LOCAL4-H REAPINGRETURNSPROGRAM:CLIVE,AB; 4-H MULTICLUB;GRAYSVILLE, MB 4-H BEEF CLUB;CARROT RIVERLIGHT HORSE 4-HCLUB


(579)

SOUTH AMERICAEDUCATIONAL AIDDISTRIBUTIONPROJECT


(580)


A PROJECT FORVOLUNTEERINGFOR SUSTAINABLEAND HOLISTICDEVELOPMENT


(581)


THREE LOCAL 4-HREAPINGRETURNSPROGRAMS(WARMAN SK,MINIOTA, MB ANDBINSCARTH, MB


(582)


THREE LOCAL 4-HREAPINGRETURNSPROGRAMS(WARMAN SK,MINIOTA, MB ANDBINSCARTH, MB


(583)




HELPING THEPAKISTANI FLOODVICTIMS



HELPING THEPAKISTANI FLOODVICTIMS



HELPINGPAKISTANI FLOODVICTIMS


(587)


SCHOLARSHIPFUNDS FORAKROPONG &BLESSED TRINITYLEADERSHIPACADEMY INAKOKOAMONGRESPECTIVELY



PROCESSING THEGRANTS LISTED INTHE ATTACHEDLIST


8/15/2012 2:19:50 PM 85

(a)

Name ofOrganization

(b)


(c)

Region

(d)

Purpose of grant

(e)

Amount of cashgrant

(f)


(g)


(h)


(i)


(589)


REGIONALTOURNAMENTPARTNERS FORTHE "FIRST LEGOLEAGUE UK ANDIRELAND"






IN SUPPORT THEORGANIZATION'SVOLUNTEERACTIVITIES








??NEW HOME FORCHILDREN INCRISIS PROJECT


(595)


TO PURCHASE AHAMMOCK SWINGAND SHADE FORTHE ATRIUMWHERE THECHILDREN PLAY





(597)

SOUTH ASIA

TO SUPPORT THEVOLUNTEERPROJECT "JOBPROFITS"


(598)

SOUTH AMERICA

UM TETO PARAMEU PAIS ($4,400)AND ADOTE UMFOCINHO ($668)


(599)


THE PURCHASEAND DISTRIBUTIONOF 7,690 BOOKSTO 2,500 PRE-KANDKINDERGARTENCHILDREN


(600)

SOUTH ASIA

TO SUPPORT THEORGANIZATION''SACTIVITIES AT THECOMMUNITYCENTER OF SANMATEOCAPULHUAC,MEXICO


(601)



8/15/2012 2:19:50 PM 86

(a)

Name ofOrganization

(b)


(c)

Region

(d)

Purpose of grant

(e)

Amount of cashgrant

(f)


(g)


(h)


(i)


(602)

SOUTH AMERICA

TO SUPPORT THECONTINUATION OFTHE VILLA DELCARBON FORESTREHABILITATIONPROJECT





(604)

SOUTH ASIA

TO SUPPORT THEASSOCIATION'SBUSHREGENERATIONPROJECTS



HEALTH PROGRAM 5,000 WIRE TRANSFER 0


CORPORATECONNECT 5,000 WIRE TRANSFER 0

(607)


BEENTREPRENEURIAL AND SUCCESSSKILLSPROGRAMMES


(608)


THE 2010SONGYUANMARATHON,SUPPORTING LOCALPROJECTS INCHINA ANDTHAILAND


(609)


THECOMPREHENSIVETRAINING FORMOTHERS (THEHANDS OF ACER)


(610)


PROVIDING THERIGHT NUTRITIONTO SEVERELYHANDICAPPEDCHILDREN



TO FURNISH ANDEQUIP A LIBRARYAT CASA M.A.N.U.


(612)


TRAIN FEDEXVOLUNTEERS ASNATURE GUIDESTO LEAD UNDER-PRIVILEGEDSTUDENTS ANDPARENTS AT ANATURE TRAIL ATPULAU UBIN





8/15/2012 2:19:50 PM 87

(a)

Name ofOrganization

(b)


(c)

Region

(d)

Purpose of grant

(e)

Amount of cashgrant

(f)


(g)


(h)


(i)





(615)


IMPLEMETING ACOMPUTERNETWORKSYSTEM PROJECT)


(616)


PROVIDE FOODAND ENRICHMENTACTIVITIES FORORPHANCHILDREN





(618)




2011 CHRISTMASTOY AND FOODPROJECT



THE FEDEX CARESWEEK 5,000 WIRE TRANSFER 0


FEDEX CARESWEEK 5,000 WIRE TRANSFER 0




(623)

SUB SAHARAN AFRICA

TO OFFSETGENERALEXPENSESRELATED TO THEJULY 2011INTERNATIONALPOETRY FESTIVALHELD INMEDELLIN,COLOMBIA


(624)


WAKE THE LAKECAMPAIGN, A LAKERESTORATIONPROJECT


(625)

SOUTH ASIAPROJECTS WITHTHE DISHASPECIAL SCHOOL


(626)



8/15/2012 2:19:50 PM 88

(a)

Name ofOrganization

(b)


(c)

Region

(d)

Purpose of grant

(e)

Amount of cashgrant

(f)


(g)


(h)


(i)


(627)

SOUTH AMERICA

SCHOLARSHIPSFOR STUDENTS OFGREAT PROMISESCHOOL COMPLEXWITH PRIORITY TO3-L PROGRAMPARTICIPANTS


(628)


SHANGHAI AGE-FRIENDLY CITYSENIOR CITIZENHOUSINGRENOVATIONPROJECT



SUPPORT THELOCAL CLUB THATSUPPORT CARGILLCOMMUNITIES


(630)


TO PURCHASEAND INSTALLSMARTRESPONSE,INTERACTIVERESPONSESYSTEM, TO USEWITH THE SMARTBOARD INSTALLEDIN TORONTOCHILDREN CARESCHOOLS



THE EDUCATIONALSUPPLIES FORCHILDREN



TO SUPPORT THELOCAL FOODBANK 2,915 WIRE TRANSFER 0



(634)


BRUSH WITHKINDNESSPROGRAMNATIONALFEASIBILITYSTUDY


(635)

SOUTH AMERICA

THE YOUNGPEOPLECONSULTATIONGROUP PROGRAM


(636)



(637)



(638)SOUTH AMERICA YOUTH CARREER

INITIATIVE MEXICO 2,000 WIRE TRANSFER 0

8/15/2012 2:19:50 PM 89

(a)

Name ofOrganization

(b)


(c)

Region

(d)

Purpose of grant

(e)

Amount of cashgrant

(f)


(g)


(h)


(i)








(642)


PROVINCIALCHILDRENRECREATIONSUBSIDY



MCCM MEATCANNINGPROJECT


(644)


PRE-EMPLOYMENTPROGRAM ATSAMARITANHOUSE FOODBANK PROGRAM.



PROVIDE FOODFOR THEHOMELESSPEOPLE



PROVIDE FOODHAMPERS TOTHOSE IN NEED


(647)


600 WIRE TRANSFER 0

(648)


260 WIRE TRANSFER 0

8/15/2012 2:19:50 PM 90

SCHEDULE G (Form 990 or 990-EZ)Department of the Treasury Internal Revenue Service

Supplemental Information Regarding Fundraising or Gaming Activities

Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a.


OMB No. 1545-0047



Part I Fundraising Activities. Complete if the organization answered “Yes” to Form 990, Part IV, line 17. Form 990-EZ filers are not required to complete this part.

1 Indicate whether the organization raised funds through any of the following activities. Check all that apply.a Mail solicitationsb Internet and email solicitationsc Phone solicitationsd In-person solicitations

e Solicitation of non-government grantsf Solicitation of government grantsg Special fundraising events

2 a

Did the organization have a written or oral agreement with any individual (including officers, directors, trustees or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services? Yes No

b

If “Yes,” list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is to becompensated at least $5,000 by the organization.

(i) Name and address of individual or entity (fundraiser)

(ii) Activity(iii) Did fundraiser have custody or control of

contributions?

(iv) Gross receipts from activity

(v) Amount paid to (or retained by)

fundraiser listed in col. (i)

(vi) Amount paid to (or retained by)

organization

Yes No 1

2

3

4

5

6

7

8

9

10

Total . . . . . . . . . . . . . . . . . . . . . ▶

3

List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt fromregistration or licensing.

Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Cat. No. 50083H Schedule G (Form 990 or 990-EZ) 2011


✔

✔

✔

✔

✔

✔

CHANGING OUR WORLD220 EAST 42ND STREET, 5TH FLOOR, NEWYORK, NY 10017

CONSULTING SERVICESFOR FUTURE CAMPAIGNMANAGEMENT ✔ 32,165,378 224,000 31,941,378

32,165,378 224,000 31,941,378

AL, AK, AZ, AR, CA, CO, CT, DC, FL, GA, IL, KS, KY, LA, ME, MD, MA, MI, MN, MS, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN,

UT, VA, WA, WV, WI

8/15/2012 2:19:50 PM 91

Schedule G (Form 990 or 990-EZ) 2011 Page 2Part II Fundraising Events. Complete if the organization answered “Yes” to Form 990, Part IV, line 18, or reported more

than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.

Rev

enue

Dire

ct E

xpen

ses

(a) Event #1

(event type)

(b) Event #2

(event type)

(c) Other events

(total number)

(d) Total events (add col. (a) through

col. (c))

1 Gross receipts . . . .2

Less: Charitable contributions . . . .

3

Gross income (line 1 minus line 2) . . . . . . .

4 Cash prizes . . . . .

5 Noncash prizes . . .

6 Rent/facility costs . . .

7 Food and beverages . .

8 Entertainment . . . .

9 Other direct expenses .

10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . ▶ ( )11 Net income summary. Combine line 3, column (d), and line 10 . . . . . . . . . . ▶

Part III Gaming. Complete if the organization answered “Yes” to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.

Rev

enue

Dire

ct E

xpen

ses

(a) Bingo

(b) Pull tabs/instant bingo/progressive bingo

(c) Other gaming(d) Total gaming (add

col. (a) through col. (c))

1 Gross revenue . . . .

2 Cash prizes . . . . .

3 Noncash prizes . . .

4 Rent/facility costs . . .

5 Other direct expenses .

6 Volunteer labor . . . .Yes %

NoYes %

NoYes %

No

7 Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . ▶ ( )

8 Net gaming income summary. Combine line 1, column d, and line 7 . . . . . . . . ▶

9 Enter the state(s) in which the organization operates gaming activities:a Is the organization licensed to operate gaming activities in each of these states? . . . . . . . . . Yes Nob If “No,” explain:

10a Were any of the organization’s gaming licenses revoked, suspended or terminated during the tax year? . Yes Nob If “Yes,” explain:

Schedule G (Form 990 or 990-EZ) 2011

8/15/2012 2:19:50 PM 92

Schedule G (Form 990 or 990-EZ) 2011 Page 311 Does the organization operate gaming activities with nonmembers? . . . . . . . . . . . . . Yes No12

Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity formed to administer charitable gaming? . . . . . . . . . . . . . . . . . . . . . . Yes No

13 Indicate the percentage of gaming activity operated in:a The organization’s facility . . . . . . . . . . . . . . . . . . . . . . . . . 13a %b An outside facility . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13b %

14

Enter the name and address of the person who prepares the organization’s gaming/special events books and records:

Name ▶

Address ▶

15a Does the organization have a contract with a third party from whom the organization receives gaming revenue? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes No

b If “Yes,” enter the amount of gaming revenue received by the organization ▶ $ and theamount of gaming revenue retained by the third party ▶ $ .

c If “Yes,” enter name and address of the third party:

Name ▶

Address ▶

16 Gaming manager information:

Name ▶

Gaming manager compensation ▶ $

Description of services provided ▶

Director/officer Employee Independent contractor

17 Mandatory distributions:a

Is the organization required under state law to make charitable distributions from the gaming proceeds to retain the state gaming license? . . . . . . . . . . . . . . . . . . . . . . . . . Yes No

b

Enter the amount of distributions required under state law to be distributed to other exempt organizations or spent in the organization’s own exempt activities during the tax year ▶ $

Part IV Supplemental Information. Complete this part to provide the explanations required by Part I, line 2b, columns (iii) and (v), and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also complete this part to provide any additional information (see instructions).

Schedule G (Form 990 or 990-EZ) 2011

SEE NEXT PAGE

8/15/2012 2:19:50 PM 93

Part IV Supplemental Information Complete this part to provide the explanations required by Part I, line2b, columns (iii) and (v), and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Alsocomplete this part to provide any additional information (see instructions)


SCHEDULE G, PART I,LINE 2B

DESCRIPTION OFFUNDRAISERACTIVITY

UWW HAS CONTRACTED WITH CHANGING OUR WORLD TO MANAGE THE CAMPAIGN FOR THE FUTURE OF UNITED WAY, ACAMPAIGN THAT BENEFITS NOT ONLY UNITED WAY WORLDWIDE BUT ALSO THE LOCAL UNITED WAY'S IN THE U.S. ANDTHROUGHOUT THE WORLD. SOME OF THE FUNDS RAISED WILL BE USED AT UWW AND SOME WILL BE GRANTED TO LOCALUNITED WAY'S, HOWEVER, ALL REVENUE GENERATED IS ATTRIBUTABLE TO THE EFFORTS OF CHANGING OUR WORLD’SOVERALL MANAGEMENT OF THE CAMPAIGN.

8/15/2012 2:19:50 PM 94

SCHEDULE I (Form 990)


Grants and Other Assistance to Organizations, Governments, and Individuals in the United States

Complete if the organization answered “Yes” to Form 990, Part IV, line 21 or 22.▶ Attach to Form 990.

OMB No. 1545-0047

2011Open to Public


Part I General Information on Grants and Assistance 1 Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees’ eligibility for the grants or assistance, and

the selection criteria used to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes No 2 Describe in Part IV the organization’s procedures for monitoring the use of grant funds in the United States.

Part II Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered “Yes” to Form 990, Part IV, line 21, for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Part II can be duplicated if additional space is needed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ▶

1 (a) Name and address of organization or government

(b) EIN (c) IRC section if applicable

(d) Amount of cash grant

(e) Amount of non-cash assistance

(f) Method of valuation (book, FMV, appraisal,

other)

(g) Description of non-cash assistance

(h) Purpose of grant or assistance

(1)

(2)

(3)

(4)

(5)

(6)

(7)

(8)

(9)

(10)

(11)

(12)

2 Enter total number of section 501(c)(3) and government organizations listed in the line 1 table . . . . . . . . . . . . . . . . . . ▶ 3 Enter total number of other organizations listed in the line 1 table . . . . . . . . . . . . . . . . . . . . . . . . . . . ▶

For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50055P Schedule I (Form 990) (2011)


✔

PROJECT MEDISHARE FOR HAITI

8260 NE 2ND AVE, MIAMI, FL 33138 65-0965848 501 ( C ) (3) 200,000 0 SEE SCH I SUPPLEMENTAL INFORMATION

UNITED WAY OF SOUTHEAST LOUISIANA

2515 CANAL STREET, NEW ORLEANS, LA 70119 72-0471369 501 ( C ) (3) 199,595 0 GULF COAST - LONG TERM RECOVERY PROJECTS

FONDOS UNIDOS DE PUERTO RICO

PO BOX 191914, SAN JUAN, PR 00919 66-0269222 501 ( C ) (3) 150,000 0 SEE SCH I SUPPLEMENTAL INFORMATION

ASSPEN DE PR, INC.

PO BOX 28002, SAN JUAN, PR 00926 66-0706760 501 ( C ) (3) 118,743 0 SEE SCH I SUPPLEMENTAL INFORMATION

UNITED WAY OF GREATER LOS ANGELES

1150 S. OLIVE ST., SUITE T500, LOS ANGELES, CA 90015 95-2274801 501 ( C ) (3) 102,396 0 INCREASE HIGH SCHOOL GRADUATION RATE

AMERICAN RED CROSS4800 MT. HOPE DRIVE, BALTIMORE, MD 21215 52-1797922 501 ( C ) (3) 100,000 0 HURRICANE IRENE RECOVERY





BE THE CHANGE, INC.

2 CANAL PARK, CAMBRIDGE, MA 02141 26-0402451 501 ( C ) (3) 50,000 0 EARNED INCOME TAX CREDIT FILING ASSISTANCE EXPANSION PROJECT



UNITED WAY OF CALIFORNIA1107 FAIR OAKS AVENUE, SUITE 12, SOUTH PASADENA, CA 91030 94-1646369 501 ( C ) (3) 50,000 0 INCREASE HIGH SCHOOL GRADUATION RATE

GREATER TWIN CITIES UNITED WAY

404 S 8TH STREET, MINNEAPOLIS, MN 55404 41-1973442 501 ( C ) (3) 35,000 0 EARNED INCOME TAX CREDIT FILING ASSISTANCE EXPANSION PROJECT

119

0

8/15/2012 2:19:50 PM 95

Schedule I (Form 990) (2011) Page 2 Part III Grants and Other Assistance to Individuals in the United States. Complete if the organization answered “Yes” to Form 990, Part IV, line 22.

Part III can be duplicated if additional space is needed. (a) Type of grant or assistance (b) Number of

recipients (c) Amount of

cash grant (d) Amount of

non-cash assistance (e) Method of valuation (book,

FMV, appraisal, other) (f) Description of non-cash assistance

1

2

3

4

5

6

7Part IV Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.

Schedule I (Form 990) (2011)

SEE NEXT PAGE

8/15/2012 2:19:50 PM 96

Part IV Supplemental Information Complete this part to provide the information required in Part I, line 2, and anyother additional information.


SCHEDULE I, PART I,LINE 2

PROCEDURES FORMONITORING USE OFGRANT FUNDS

GRANTEES ARE REQUIRED TO SUBMIT A NARRATIVE PROPOSAL AND BUDGET ABOUT THE PROJECT FOR WHICH FUNDING ISBEING REQUESTED, IN ORDER TO BE CONSIDERED FOR FUNDING. WHEN FUNDS ARE AWARDED, THE GRANTEE IS REQUIREDTO SIGN A BINDING CONTRACT WHICH ESTABLISHES THE PURPOSE OF THE FUNDING AND REQUIRED THE SUBMISSION OF ANINTERIM AND FINAL FINANCIAL REPORT, ALONG WITH THE NARRATIVE REPORTS, DETAILING THE ACTUAL EXPENSES ANDDESCRIBING THE ACTUAL USAGE OF THE AWARDED FUNDS. THE FINANCIAL REPORTS MUST BE SIGNED BY AUTHORIZEDFINANCE PERSONNEL OF THE GRANTEE ORGANIZATION. THESE REPORTS ARE REVIEWED BY THE DESIGNATED UNITED WAYWORLDWIDE MANAGER OVERSEEING THE PROJECT(S), AND THEN COMPARED TO THE ORIGINAL PROPOSAL SUBMITTEDWHEN THE FUNDING WAS REQUESTED.

SCHEDULE I, PART II POPULATION OFGRANTS TOORGANIZATIONS INTHE U.S.

SCHEDULE I, PART II, LINE 1 INCLUDES A LIST OF EACH INDIVIDUAL GRANT TO THE ORGANIZATIONS THAT RECEIVED MORETHAN $5,000 IN 2011 FROM UWW.

SCHEDULE I, PART II, LINE 2 IS THE COUNT OF UNIQUE ORGANIZATIONS THAT RECEIVED MORE THAN $5,000 IN 2011 FROMUWW.

SCHEDULE I, PART II,LINE 1(H)

PURPOSE OF GRANTFOR GRANTS 1 - 10

GRANT # 1 PROJECT MEDISHARE FOR HAITI - HAITI EARTHQUAKE RELIEF - LONG TERM RECOVERY PROGRAMS - CRITICALTRAINING & EDUCATION MEDICAL PERSONNELGRANT # 3 FONDOS UNIDOS DE PUERTO RICO - HAITI EARTHQUAKE RELIEF - LONG TERM RECOVERY PROGRAMS - CLEANWATER SUPPLY PROGRAMGRANT # 4 ASSPEN DE PR - HAITI EARTHQUAKE RELIEF - LONG TERM RECOVERY PROGRAMS - CLEAN WATER SUPPLYPROGRAMGRANT # 7 PROJECT MEDISHARE FOR HAITI - HAITI EARTHQUAKE RELIEF - LONG TERM RECOVERY PROGRAMS - SCHOOL-BASED HEALTH CENTERGRANT # 8 PROJECT MEDISHARE FOR HAITI - HAITI EARTHQUAKE RELIEF - LONG TERM RECOVERY PROGRAMS -EMSPROGRAMGRANT # 10 PROJECT MEDISHARE FOR HAITI - HAITI EARTHQUAKE RELIEF - LONG TERM RECOVERY PROGRAMS - AMPUTEECARE AND LONG TERM RECOVERY

8/15/2012 2:19:50 PM 97

Part II Grants and Other Assistance to Governments and Organizations in the United States (continued)

(a)

Name and address of organization orgovernment

(b)

EIN

(c)

IRC section ifapplicable

(d)

Amount of cashgrant

(e)

Amount of non-cash

assistance

(f)

Method ofvaluation(book, FMV,

appraisal, other)

(g)

Description of non-cashassistance

(h)

Purpose of grant or assistance

(13) HEART OF FLORIDA UNITED WAYDR. NELSON YING CENTER, 1940 TRAYLORBLVD., ORLANDO, FL 32804

59-0808854 501 ( C ) (3) 35,000 0EARNED INCOME TAXCREDIT FILING ASSISTANCEEXPANSION PROJECT

(14) METRO UNITED WAYPO BOX 4488, LOUISVILLE, KY 40204 61-0444680 501 ( C ) (3) 35,000 0

EARNED INCOME TAXCREDIT FILING ASSISTANCEEXPANSION PROJECT

(15) UNITED WAY CAPITAL AREA2000 E MARTIN LUTHER KING JR BLVD,AUSTIN, TX 78702


(16) UNITED WAY FOR SOUTHEASTERNMICHIGAN660 WOODWARD AVE, SUITE 300, DETROIT,MI 48226


(17) UNITED WAY OF ALLEGHENY COUNTYPO BOX 735, PITTSBURGH, PA 15230 28-1043578 501 ( C ) (3) 35,000 0


(18) UNITED WAY OF BREVARD COUNTY937 DIXON BLVD, COCOA, FL 32922 59-0836384 501 ( C ) (3) 35,000 0


(19) UNITED WAY OF BUFFALO & ERIECOUNTY742 DELAWARE AVE, BUFFALO, NY 14209


(20) UNITED WAY OF CENTRAL & SOUTHERNUTAHPO BOX 135, PROVO, UT 84603


(21) UNITED WAY OF CENTRAL ALABAMA,INC.PO BOX 320189, BIRMINGHAM, AL 35232


(22) UNITED WAY OF CENTRAL ANDNORTHEASTERN CONNECTICUT30 LAUREL ST., HARTFORD, CT 06106


(23) UNITED WAY OF EL PASO COUNTYPO BOX 3488, EL PASO, TX 79923 74-1291051 501 ( C ) (3) 35,000 0


(24) UNITED WAY OF FRESNO COUNTY4949 EAST KINGS CANYON ROAD, FRESNO,CA 93727


(25) UNITED WAY OF GREATER CINCINNATI2400 READING RD, CINCINNATI, OH 45202 31-0537502 501 ( C ) (3) 35,000 0


(26) UNITED WAY OF GREATER KANSAS CITY1080 WASHINGTON ST, KANSAS CITY, MO64105


(27) UNITED WAY OF GREATER KANSAS CITY1080 WASHINGTON ST, KANSAS CITY, MO64105


(28) UNITED WAY OF KING COUNTY720 SECOND AVENUE, SEATTLE, WA 98104 91-0565555 501 ( C ) (3) 35,000 0


8/15/2012 2:19:50 PM 98

(a)


(b)

EIN

(c)


(d)

Amount of cashgrant

(e)

Amount of non-cash

assistance

(f)


appraisal, other)

(g)


(h)




(30) UNITED WAY OF METROPOLITANATLANTA100 EDGEWOOD AVENUE NE, ATLANTA, GA30303


(31) UNITED WAY OF METROPOLITANNASHVILLE250 VENTURE CIRCLE, NASHVILLE, TN 37228


(32) UNITED WAY OF NE FLORIDAPO BOX 41428, 1301 RIVERPLACE BLVD.,SUITE 4, JACKSONVILLE, FL 32203


(33) UNITED WAY OF SALT LAKE257 E 200 S, SUITE 300, SALT LAKE CITY, UT84111


(34) UNITED WAY OF SAN DIEGO COUNTY4699 MURPHY CANYON ROAD, SAN DIEGO,CA 92123


(35) UNITED WAY OF SNOHOMISH COUNTY3120 MCDOUGALL AVENUE, SUITE 200,EVERETT, WA 98201


(36) UNITED WAY OF SOUTHEASTERNPENNSYLVANIA1709 BENJAMIN FRANKLIN PKWY,PHILADELPHIA, PA 19103


(37) UNITED WAY OF SOUTHERN CAMERONCOUNTY634 EAST LEVEE ST., BROWNSVILLE, TX78520


(38) UNITED WAY OF TAMPA BAY, INC.5201 W. KENNEDY BOULEVARD, SUITE 600,TAMPA, FL 33609


(39) UNITED WAY OF THE CAPITAL REGION2235 MILLENNIUM WAY, ENOLA, PA 17025 23-1352095 501 ( C ) (3) 35,000 0


(40) UNITED WAY OF THE NATIONAL CAPITALAREAADMINISTRATIVE OFFICE, 8391 OLDCOURTHOUSE RD, SUITE 200, VIENNA, VA22182


(41) UNITED WAY OF THE RIVER CITIES, INC.820 MADISON AVE., HUNTINGTON, WV 25704 55-0384704 501 ( C ) (3) 35,000 0


(42) UNITED WAY OF NEW YORK CITY2 PARK AVE FL 2, NEW YORK, NY 10016 13-2617681 501 ( C ) (3) 30,000 0


(43) METRO UNITED WAYPO BOX 4488, LOUISVILLE, KY 40204 61-0444680 501 ( C ) (3) 25,000 0

IMPROVE CHILDRENREADINESS FOR COLLEGEAND INCREASE HIGHSCHOOL GRADUATION RATEPROGRAMS

8/15/2012 2:19:50 PM 99

(a)


(b)

EIN

(c)


(d)

Amount of cashgrant

(e)

Amount of non-cash

assistance

(f)


appraisal, other)

(g)


(h)


(44) TRIDENT UNITED WAYPO BOX 63305, NORTH CHARLESTON, SC29419

57-0314378 501 ( C ) (3) 25,000 0 DEVELOPMENT PROGRAM

(45) UNITED WAY OF GREATERCHATTANOOGAPO BOX 4027, CHATTANOOGA, TN 37405

62-0565962 501 ( C ) (3) 25,000 0


(46) UNITED WAY OF GREATER RICHMOND &PETERSBURGPO BOX 11807, RICHMOND, VA 23230

23-7375346 501 ( C ) (3) 25,000 0


(47) UNITED WAY OF KENTUCKYPO BOX 4653, LOUISVILLE, KY 40204 61-0444680 501 ( C ) (3) 25,000 0


(48) UNITED WAY OF LAKE COUNTY, INC.330 SOUTH GREENLEAF STREET, GURNEE,IL 60031

36-2167949 501 ( C ) (3) 25,000 0 INCREASE HIGH SCHOOLGRADUATION RATE


58-0566194 501 ( C ) (3) 25,000 0


(50) UNITED WAY OF MIAMI-DADEANSIN BLDG, 3250 SW THIRD AVENUE,MIAMI, FL 33129

59-0830840 501 ( C ) (3) 25,000 0HAITI EARTHQUAKE RELIEF -LONG TERM RECOVERYPROGRAMS

(51) UNITED WAY OF SOUTHEAST LOUISIANA2515 CANAL STREET, NEW ORLEANS, LA70119

72-0471369 501 ( C ) (3) 25,000 0 GULF COAST - LONG TERMRECOVERY PROJECTS

(52) UNITED WAY OF SOUTHEAST MISSOURI430A BROADWAY ST, CAPE GIRARDEAU, MO63701


(53) UNITED WAY OF SOUTHERN NEVADA8290 SOUTH ARVILLE STREET, LAS VEGAS,NV 89139

88-0071328 501 ( C ) (3) 25,000 0FAMILY ENGAGEMENT TOIMPROVE CHILDRENSCHOOL PERFORMANCE

(54) UNITED WAY OF THE BAY AREA221 MAIN STREET, SUITE 300, SANFRANCISCO, CA 94105

94-1312348 501 ( C ) (3) 25,000 0FAMILY ENGAGEMENT TOIMPROVE CHILDRENSCHOOL PERFORMANCE

(55) UNITED WAY RETIREES ASSOC.701 N. FAIRFAX STREET, ALEXANDRIA, VA22314

54-2026707 501 ( C ) (3) 25,000 0 GENERAL SUPPORT

(56) UNITED WAY CAPITAL AREA2000 E MARTIN LUTHER KING JR BLVD,AUSTIN, TX 78702

74-1193439 501 ( C ) (3) 20,000 0 OUT-OF-SCHOOL TIME -EDUCATION PROJECTS

(57) UNITED WAY OF MASSACHUSETTS BAYAND MERRIMACK VALLEY51 SLEEPER STREET, BOSTON, MA 02210


(58) UNITED WAY OF SENECA COUNTY, INC.PO BOX 623, SUITE 215 MAIN ST,WATERLOO, NY 13165


8/15/2012 2:19:50 PM 100

(a)


(b)

EIN

(c)


(d)

Amount of cashgrant

(e)

Amount of non-cash

assistance

(f)


appraisal, other)

(g)


(h)




(60) UNITED WAY OF TULARE COUNTY1601 E. PROSPERITY, TULARE, CA 93274 94-6100424 501 ( C ) (3) 20,000 0 OUT-OF-SCHOOL TIME -

EDUCATION PROJECTS

(61) UNITED WAY OF WILLIAMSON COUNTY209 GOTHIC COURT, SUITE 107, FRANKLIN,TN 37067


(62) ALOHA UNITED WAYPO BOX 1096, HONOLULU, HI 96808 99-0073494 501 ( C ) (3) 15,000 0


(63) CAPITAL AREA UNITED WAY, INC.330 MARSHALL STREET, SUITE 203, EASTLANSING, MI 48912


(64) GRANITE UNITED WAY22 CONCORD STREET, SUITE 2,MANCHESTER, NH 03101


(65) GREATER LONGVIEW UNITED WAY, INC.PO BOX 411, LONGVIEW, TX 75606 75-0998908 501 ( C ) (3) 15,000 0


(66) HEART OF WEST MICHIGAN UNITED WAYUW CENTER, 118 COMMERCE AVENUE S.W.,SUITE 100, GRAND RAPIDS, MI 49503


(67) JACKSON COUNTY UNITED WAYPO BOX 365, HOLTON, KS 66436 48-0893713 501 ( C ) (3) 15,000 0


(68) MESA UNITED WAY137 E. UNIVERSITY DRIVE, MESA, AZ 85201 86-0198599 501 ( C ) (3) 15,000 0


(69) NORTHERN SANTA BARBARA COUNTYUNITED WAYPO BOX 947, SANTA MARIA, CA 93456


(70) UNITED WAY OF ANCHORAGE701 W. 8TH AVE, #230, ANCHORAGE, AK99501


(71) UNITED WAY OF CAYUGA COUNTY, INC.17 E GENESEE ST, SUITE 2, AUBURN, NY13021


(72) UNITED WAY OF CENTRAL MARYLANDPO BOX 1576, BALTIMORE, MD 21203 52-0591543 501 ( C ) (3) 15,000 0


(73) UNITED WAY OF CENTRAL OHIO360 S 3RD ST, COLUMBUS, OH 43215 34-6516654 501 ( C ) (3) 15,000 0


(74) UNITED WAY OF CENTRAL WASHINGTON116 S 4TH ST, YAKIMA, WA 98901 91-0639892 501 ( C ) (3) 15,000 0


(75) UNITED WAY OF CENTRAL WESTVIRGINIAONE UNITED WAY SQUARE, CHARLESTON,WV 25301


8/15/2012 2:19:50 PM 101

(a)


(b)

EIN

(c)


(d)

Amount of cashgrant

(e)

Amount of non-cash

assistance

(f)


appraisal, other)

(g)


(h)


(76) UNITED WAY OF COASTAL FAIRFIELDCOUNTY75 WASHINGTON AVE, BRIDGEPORT, CT06604


(77) UNITED WAY OF DANE COUNTY, INC.PO BOX 7548, MADISON, WI 53707 39-0817532 501 ( C ) (3) 15,000 0


(78) UNITED WAY OF DELAWARE, INC.LINDEN BUILDING, 3RD FLOOR, 625 N.ORANGE ST., WILMINGTON, DE 19801


(79) UNITED WAY OF ERIE COUNTY420 WEST 6TH STREET, SUITE 200, ERIE, PA16507


(80) UNITED WAY OF ESCAMBIA COUNTY,INC.1301 W GOVERNMENT ST, PENSACOLA, FL32501


(81) UNITED WAY OF FAIRFIELD COUNTYPO BOX 2299, LANCASTER, OH 43130 31-0644804 501 ( C ) (3) 15,000 0


(82) UNITED WAY OF FORSYTH COUNTY301 NORTH MAIN STREET, SUITE 1700,WINSTON SALEM, NC 27101


(83) UNITED WAY OF GREATER CINCINNATI2400 READING RD, CINCINNATI, OH 45202 31-0537502 501 ( C ) (3) 15,000 0


(84) UNITED WAY OF GREATER CLEVELAND1331 EUCLID AVE., CLEVELAND, OH 44115 34-6516654 501 ( C ) (3) 15,000 0


(85) UNITED WAY OF GREATER DULUTH, INC.424 WEST SUPERIOR STREET, SUITE 402,DULUTH, MN 55802


(86) UNITED WAY OF GREATER KNOXVILLE1301 HANNAH AVENUE, KNOXVILLE, TN37921


(87) UNITED WAY OF GREATER LOSANGELES1150 S. OLIVE ST., SUITE T500, LOSANGELES, CA 90015


(88) UNITED WAY OF GREATER MILWAUKEE225 W VINE ST, MILWAUKEE, WI 53212 39-0806190 501 ( C ) (3) 15,000 0


(89) UNITED WAY OF GREATER RICHMOND &PETERSBURGPO BOX 11807, RICHMOND, VA 23230


(90) UNITED WAY OF GREATER ST. LOUIS,INC.910 NORTH 11TH STREET, SAINT LOUIS, MO63101


8/15/2012 2:19:50 PM 102

(a)


(b)

EIN

(c)


(d)

Amount of cashgrant

(e)

Amount of non-cash

assistance

(f)


appraisal, other)

(g)


(h)


(91) UNITED WAY OF GREATER TOLEDO424 JACKSON ST., TOLEDO, OH 43604 34-4427947 501 ( C ) (3) 15,000 0


(92) UNITED WAY OF HENRY COUNTY ANDMARTINSVILLEP.O. BOX 951, MARTINSVILLE, VA 24114


(93) UNITED WAY OF JACKSON COUNTYPO BOX 1345, JACKSON, MI 49204 38-1368341 501 ( C ) (3) 15,000 0


(94) UNITED WAY OF LANE COUNTY3171 GATEWAY LOOP, SPRINGFIELD, OR97477


(95) UNITED WAY OF LINCOLN & LANCASTERCOUNTY238 SOUTH 13TH STREET, LINCOLN, NE68508


(96) UNITED WAY OF MADISON COUNTY, INC.701 ANDREW JACKSON WAY, HUNTSVILLE,AL 35801


(97) UNITED WAY OF MARION COUNTY, INC.PO BOX 1086, OCALA, FL 34478 59-0946642 501 ( C ) (3) 15,000 0




(99) UNITED WAY OF METROPOLITANCHICAGO560 WEST LAKE STREET, CHICAGO, IL 60661




(101) UNITED WAY OF MONROE COUNTY441 S. COLLEGE AVE., BLOOMINGTON, IN47403






(104) UNITED WAY OF NORTHWESTARKANSAS100 PARKWOOD STREET, LOWELL, AR 72745


(105) UNITED WAY OF NORTHWEST FLORIDAPO BOX 586, PANAMA CITY, FL 32402 59-0863698 501 ( C ) (3) 15,000 0


(106) UNITED WAY OF OLMSTED COUNTY,INC.903 W CENTER ST STE 100, ROCHESTER, MN55902


(107) UNITED WAY OF PALM BEACH COUNTY2600 QUANTUM BOULEVARD, BOYNTONBEACH, FL 33626


8/15/2012 2:19:50 PM 103

(a)


(b)

EIN

(c)


(d)

Amount of cashgrant

(e)

Amount of non-cash

assistance

(f)


appraisal, other)

(g)


(h)


(108) UNITED WAY OF RHODE ISLAND50 VALLEY STREET, PROVIDENCE, RI 02909 05-0276059 501 ( C ) (3) 15,000 0


(109) UNITED WAY OF ROANE COUNTYPO BOX 317, HARRIMAN, TN 37228 23-7337273 501 ( C ) (3) 15,000 0


(110) UNITED WAY OF SAGINAW COUNTY100 S JEFFERSON AVE FL 3, SAGINAW, MI48607


(111) UNITED WAY OF SANTA FE COUNTY,INC.440 CERRILLOS ROAD, SUITE A, SANTA FE,NM 87501


(112) UNITED WAY OF SOUTH HAMPTONROADSPO BOX 41069, NORFOLK, VA 23541


(113) UNITED WAY OF SOUTHEASTLOUISIANA2515 CANAL STREET, NEW ORLEANS, LA70119


(114) UNITED WAY OF SOUTHERN NEVADA8290 SOUTH ARVILLE STREET, LAS VEGAS,NV 89139


(115) UNITED WAY OF SOUTHWESTALABAMA, INC.POST OFFICE DRAWER 89, MOBILE, AL 36601




(117) UNITED WAY OF THE BLUEGRASS2480 FORTUNE DRIVE, #250, LEXINGTON, KY40509


(118) UNITED WAY OF THE CAPITAL AREA,INC.PO BOX 23169, JACKSON, MS 39225


(119) UNITED WAY OF THE CENTRALSAVANNAH RIVER AREAPO BOX 1724, AUGUSTA, GA 30903


(120) UNITED WAY OF THE CHATTAHOOCHEEVALLEYPO BOX 1157, COLUMBUS, GA 31902


(121) UNITED WAY OF THE COASTAL EMPIRE,INC.PO BOX 1157, COLUMBUS, GA 31902


(122) UNITED WAY OF THE COLUMBIA-WILLAMETTE619 S.W. 11TH AVE. SUITE 300, PORTLAND,OR 97205


(123) UNITED WAY OF THE GREATERCLARKSVILLE REGION, INC.1300 MADISON ST., CLARKSVILLE, TN 37040


8/15/2012 2:19:50 PM 104

(a)


(b)

EIN

(c)


(d)

Amount of cashgrant

(e)

Amount of non-cash

assistance

(f)


appraisal, other)

(g)


(h)


(124) UNITED WAY OF THE GREATERDAYTON AREA33 WEST FIRST STREET, SUITE 500,DAYTON, OH 45402


(125) UNITED WAY OF THE MIDLANDS1805 HARNEY ST, OMAHA, NE 68102 47-0376605 501 ( C ) (3) 15,000 0


(126) UNITED WAY OF THE MIDLANDS1805 HARNEY ST, OMAHA, NE 68102 47-0376605 501 ( C ) (3) 15,000 0


(127) UNITED WAY OF THE MIDLANDSPO BOX 152, COLUMBIA, SC 29202 57-0314396 501 ( C ) (3) 15,000 0


(128) UNITED WAY OF THE MID-SOUTHPO BOX 750730, ATTN: DENISE PERRY,MEMPHIS, TN 38175


(129) UNITED WAY OF THE OZARKS320 N JEFFERSON AVE, CLARENCE R.WHEELER CENTER, SPRINGFIELD, MO 65806


(130) UNITED WAY OF TUCSON ANDSOUTHERN ARIZONAPO BOX 86750, TUCSON, AZ 85754


(131) UNITED WAY OF WEST TENNESSEE,INC.PO BOX 2086, JACKSON, TN 38302


(132) UNITED WAY OF WILLIAMSON COUNTYPO BOX 708, ROUND ROCK, TX 78680 23-7396732 501 ( C ) (3) 15,000 0


(133) UNITED WAY OF YAVAPAI COUNTY, INC.3343 N. WINDSONG DRIVE, SUITE 7,PRESCOTT VALLEY, AZ 86314


(134) UNITED WAY OF YELLOWSTONECOUNTY2920 2ND AVENUE NORTH, BILLINGS, MT59103


(135) UNITED WAY OF YUMA COUNTY180 WEST 1ST STREET, SUITE B, YUMA, AZ85364


(136) VALLEY OF THE SUN UNITED WAYPO BOX 10748, PHOENIX, AZ 85064 86-0104419 501 ( C ) (3) 15,000 0



59-0637825 501 ( C ) (3) 14,400 0 HEALTHY YOUTH INCREASEPROGRAM

(138) UNITED WAY OF GREATER KANSASCITY1080 WASHINGTON ST, KANSAS CITY, MO64105




8/15/2012 2:19:50 PM 105

(a)


(b)

EIN

(c)


(d)

Amount of cashgrant

(e)

Amount of non-cash

assistance

(f)


appraisal, other)

(g)


(h)




(141) MILE HIGH UNITED WAY, INC.2505 18TH ST, DENVER, CO 80211 84-0404235 501 ( C ) (3) 10,000 0


(142) UNITED WAY OF NORTH CENTRALFLORIDA6031 NW 1ST PL, GAINESVILLE, FL 32607


(143) UNITED WAY OF SOUTH MISSISSIPPI,INC.PO BOX 2128, GULFPORT, MS 39505




(145) UNITED WAY OF STANISLAUS COUNTY,INC.PO BOX 3066, MODESTO, CA 95353




(147) UNITED WAY OF BROWARD COUNTY1300 S. ANDREWS AVENUE, ANSIN BULDING,FORT LAUDERDALE, FL 33316




(149) UNITED WAY OF PIONEER VALLEY184 MILL STREET, SPRINGFIELD, MA 01108 04-2152680 501 ( C ) (3) 7,500 0


(150) UNITED WAY OF RHODE ISLAND50 VALLEY STREET, PROVIDENCE, RI 02909 05-0276059 501 ( C ) (3) 7,500 0


(151) GREATER TWIN CITIES UNITED WAY404 S 8TH STREET, MINNEAPOLIS, MN 55404 41-1973442 501 ( C ) (3) 4,800 0 HEALTHY YOUTH INCREASE

PROGRAM

(152) UNITED WAY OF GREATER CLEVELAND1331 EUCLID AVE., CLEVELAND, OH 44115 34-6516654 501 ( C ) (3) 4,800 0 HEALTHY YOUTH INCREASE

PROGRAM

(153) UNITED WAY OF GREATER KANSASCITY1080 WASHINGTON ST, KANSAS CITY, MO64105




(155) UNITED WAY OF THE NATIONALCAPITAL AREAADMINISTRATIVE OFFICE, 8391 OLDCOURTHOUSE RD, SUITE 200, VIENNA, VA22182


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(a)


(b)

EIN

(c)


(d)

Amount of cashgrant

(e)

Amount of non-cash

assistance

(f)


appraisal, other)

(g)


(h)


(156) UNITED WAY OF SOUTH MISSISSIPPI,INC.PO BOX 2128, GULFPORT, MS 39505



20-3099071 501 ( C ) (3) 2,500 0 SOCIAL ACTION CAMPAIGN

(158) UNITED WAY OF GREATER LOSANGELES1150 S. OLIVE ST., SUITE T500, LOSANGELES, CA 90015





DAY OF ACTION TOINCREASE VOLUNTEERSPARTICIPATION ON THEIMPROVEMENT OFEDUCATION INCOME ANDHEALTH IN THEIRCOMMUNITIES

(161) UNITED WAY OF SANTA FE COUNTY,INC.440 CERRILLOS ROAD, SUITE A, SANTA FE,NM 87501

85-0163601 501 ( C ) (3) 2,500 0




(163) MILE HIGH UNITED WAY, INC.2505 18TH ST, DENVER, CO 80211 84-0404235 501 ( C ) (3) 1,920 0 HEALTHY YOUTH INCREASE

PROGRAM



(165) UNITED WAY OF ALLEGHENY COUNTYPO BOX 735, PITTSBURGH, PA 15230 28-1043578 501 ( C ) (3) 1,920 0 HEALTHY YOUTH INCREASE

PROGRAM

(166) UNITED WAY OF BUFFALO & ERIECOUNTY742 DELAWARE AVE, BUFFALO, NY 14209


(167) UNITED WAY OF CENTRAL MARYLANDPO BOX 1576, BALTIMORE, MD 21203 52-0591543 501 ( C ) (3) 1,920 0 HEALTHY YOUTH INCREASE

PROGRAM

(168) UNITED WAY OF GREATER CINCINNATI2400 READING RD, CINCINNATI, OH 45202 31-0537502 501 ( C ) (3) 1,920 0 HEALTHY YOUTH INCREASE

PROGRAM

(169) UNITED WAY OF KING COUNTY720 SECOND AVENUE, SEATTLE, WA 98104 91-0565555 501 ( C ) (3) 1,920 0 HEALTHY YOUTH INCREASE

PROGRAM



8/15/2012 2:19:50 PM 107

(a)


(b)

EIN

(c)


(d)

Amount of cashgrant

(e)

Amount of non-cash

assistance

(f)


appraisal, other)

(g)


(h)




(172) UNITED WAY OF NEW YORK CITY2 PARK AVE FL 2, NEW YORK, NY 10016 13-2617681 501 ( C ) (3) 1,920 0 HEALTHY YOUTH INCREASE

PROGRAM

(173) UNITED WAY OF SAN DIEGO COUNTY4699 MURPHY CANYON ROAD, SAN DIEGO,CA 92123










(178) GREATER TWIN CITIES UNITED WAY404 S 8TH STREET, MINNEAPOLIS, MN 55404 41-1973442 501 ( C ) (3) 1,000 0



23-1556045 501 ( C ) (3) 1,000 0



94-1312348 501 ( C ) (3) 1,000 0


(181) UNITED WAY OF NEW YORK CITY2 PARK AVE FL 2, NEW YORK, NY 10016 13-2617681 501 ( C ) (3) 819 0


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(a)


(b)

EIN

(c)


(d)

Amount of cashgrant

(e)

Amount of non-cash

assistance

(f)


appraisal, other)

(g)


(h)


(182) UNITED WAY OF HENRY COUNTY ANDMARTINSVILLEP.O. BOX 951, MARTINSVILLE, VA 24114

54-0753318 501 ( C ) (3) 500 0


(183) UNITED WAY OF METROPOLITANNASHVILLE250 VENTURE CIRCLE, NASHVILLE, TN 37228

62-0533104 501 ( C ) (3) 500 0


(184) UNITED WAY OF NEW YORK CITY2 PARK AVE FL 2, NEW YORK, NY 10016 13-2617681 501 ( C ) (3) 500 0


(185) UNITED WAY OF THE COLUMBIA-WILLAMETTE619 S.W. 11TH AVE. SUITE 300, PORTLAND,OR 97205

93-0582124 501 ( C ) (3) 471 0 GENERAL SUPPORT


43-0714167 501 ( C ) (3) 250 0


(187) UNITED WAY OF GREATER TOLEDO424 JACKSON ST., TOLEDO, OH 43604 34-4427947 501 ( C ) (3) 200 0 GENERAL SUPPORT

(188) UNITED WAY OF NORTH CENTRALFLORIDA6031 NW 1ST PL, GAINESVILLE, FL 32607

59-0808855 501 ( C ) (3) 200 0


(189) METRO UNITED WAYPO BOX 4488, LOUISVILLE, KY 40204 61-0444680 501 ( C ) (3) 100 0


(190) UNITED WAY OF YELLOWSTONECOUNTY2920 2ND AVENUE NORTH, BILLINGS, MT59103

81-0287507 501 ( C ) (3) 100 0


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SCHEDULE J (Form 990)


Compensation InformationFor certain Officers, Directors, Trustees, Key Employees, and Highest

Compensated Employees▶ Complete if the organization answered "Yes" to Form 990,

Part IV, line 23. ▶ Attach to Form 990. ▶ See separate instructions.

OMB No. 1545-0047

2011Open to Public


Part I Questions Regarding CompensationYes No

1a Check the appropriate box(es) if the organization provided any of the following to or for a person listed in Form 990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal useTravel for companions Payments for business use of personal residenceTax indemnification and gross-up payments Health or social club dues or initiation feesDiscretionary spending account Personal services (e.g., maid, chauffeur, chef)

b If any of the boxes on line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If “No,” complete Part III to explain . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1b

2 Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? . . . . . 2

3 Indicate which, if any, of the following the filing organization used to establish the compensation of the organization’s CEO/Executive Director. Check all that apply. Do not check any boxes for methods used by a related organization to establish compensation of the CEO/Executive Director. Explain in Part III.

Compensation committee Written employment contractIndependent compensation consultant Compensation survey or studyForm 990 of other organizations Approval by the board or compensation committee

4 During the year, did any person listed in Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

a Receive a severance payment or change-of-control payment? . . . . . . . . . . . . . . . 4ab Participate in, or receive payment from, a supplemental nonqualified retirement plan? . . . . . . . 4bc Participate in, or receive payment from, an equity-based compensation arrangement? . . . . . . . 4c

If “Yes” to any of lines 4a–c, list the persons and provide the applicable amounts for each item in Part III.

Only section 501(c)(3) and 501(c)(4) organizations must complete lines 5–9.5 For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any

compensation contingent on the revenues of:

a The organization? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5ab Any related organization? . . . . . . . . . . . . . . . . . . . . . . . . . . . 5b

If “Yes” to line 5a or 5b, describe in Part III.6 For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any

compensation contingent on the net earnings of:

a The organization? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6ab Any related organization? . . . . . . . . . . . . . . . . . . . . . . . . . . . 6b

If “Yes” to line 6a or 6b, describe in Part III.7 For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed

payments not described in lines 5 and 6? If “Yes,” describe in Part III . . . . . . . . . . . . . 78 Were any amounts reported in Form 990, Part VII, paid or accrued pursuant to a contract that was subject

to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If “Yes,” describein Part III . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

9 If “Yes” to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? . . . . . . . . . . . . . . . . . . . . . . . . 9

For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50053T Schedule J (Form 990) 2011


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8/15/2012 2:19:50 PM 110

Schedule J (Form 990) 2011 Page 2Part II Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.Note. The sum of columns (B)(i)–(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(B) Breakdown of W-2 and/or 1099-MISC compensation

(A) Name (i) Base compensation

(ii) Bonus & incentive compensation

(iii) Other reportable

compensation

(C) Retirement and other deferred compensation

(D) Nontaxable benefits

(E) Total of columns (B)(i)–(D)

(F) Compensation reported as deferred in

prior Form 990

1

(i)

(ii)

2

(i)

(ii)

3

(i)

(ii)

4

(i)

(ii)

5

(i)

(ii)

6

(i)

(ii)

7

(i)

(ii)

8

(i)

(ii)

9

(i)

(ii)

10

(i)

(ii)

11

(i)

(ii)

12

(i)

(ii)

13

(i)

(ii)

14

(i)

(ii)

15

(i)

(ii)

16

(i)

(ii)

Schedule J (Form 990) 2011

BRIAN GALLAGHER 519,808 129,735 113,851 318,977 15,172 1,097,543 97,969

0 0 0 0 0 0 0PATRICIA TURNER 186,630 0 5,909 23,393 1,489 217,421 0

0 0 0 0 0 0 0ROBERT BERDELLE 234,618 21,511 6,560 14,700 14,542 291,931 0

0 0 0 0 0 0 0JOSEPH V. HAGGERTY 301,058 51,537 28,665 107,473 8,692 497,425 0

0 0 0 0 0 0 0STACEY STEWART 283,687 35,887 6,131 12,187 14,643 352,535 0

0 0 0 0 0 0 0ATUL TANDON 99,790 35,599 148,932 4,412 3,634 292,367 0

0 0 0 0 0 0 0CYNTHIA ROUND 279,053 35,108 10,769 24,074 1,697 350,701 0

0 0 0 0 0 0 0DEBORAH FOSTER 243,027 30,731 10,552 87,589 10,898 382,797 0

0 0 0 0 0 0 0JOHN TAYLOR 197,381 0 3,860 12,384 4,706 218,331 0

0 0 0 0 0 0 0EDWARD JOHN 205,447 0 9,339 79,702 10,774 305,262 0

0 0 0 0 0 0 0BRIAN LACHANCE 187,024 18,696 5,358 41,559 4,676 257,313 0

0 0 0 0 0 0 0JOSE FERRAO 213,922 0 8,227 9,179 10,850 242,178 0

0 0 0 0 0 0 0

8/15/2012 2:19:50 PM 111

Part III Supplemental Information Complete this part to provide the information, explanation, or descriptionsrequired for Part I, lines 1a, 1b, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additionalinformation.


SCHEDULE J, PART I PART 1-EXECUTIVECOMPENSATIONCOMMITTEE REPORT

THIS COMPENSATION COMMITTEE REPORT WAS APPROVED BY UWW FOR INCLUSION IN THE FORM 990. TO INCREASETRANSPARENCY, THIS REPORT PROVIDES INFORMATION ON UWW’S GOVERNANCE AND OVERSIGHT OF EXECUTIVECOMPENSATION AND BENEFIT PROGRAMS, GENERAL COMPENSATION PHILOSOPHY, AND KEY FEATURES OF THE EXECUTIVECOMPENSATION PROGRAM.

GOVERNANCE

THE COMPENSATION COMMITTEE (“THE COMMITTEE”) OF THE BOARD OF TRUSTEES OF THE UNITED WAY WORLDWIDE(“UWW”) IS RESPONSIBLE FOR GOVERNANCE AND OVERSIGHT OF COMPENSATION AND BENEFITS PROGRAMS FOR THE UWWCHIEF EXECUTIVE OFFICER AND OTHER EXECUTIVE LEVEL STAFF (“EXECUTIVES”), AND FOR ENSURING THAT THECOMPENSATION POLICIES OF UWW ARE CONSISTENT WITH AND IN SUPPORT OF THE ORGANIZATION’S MISSION AND GOALS.

THE INTENT OF THE COMMITTEE IS TO PROVIDE A TOTAL COMPENSATION PROGRAM FOR THE EXECUTIVES THAT PROMOTESTHE UNITED WAY’S LONG-TERM STRATEGIC OBJECTIVES, AND IS REASONABLE, APPROPRIATE AND FAIR. IN SEEKING TOACHIEVE SUCH A PROGRAM, THE COMMITTEE CONSIDERS MANY FACTORS IN DETERMINING HOW TO SET EXECUTIVEREMUNERATION INCLUDING: UWW’S MISSION AND GOALS, THE PERFORMANCE OF UWW AND THE UNITED WAY SYSTEM, THEMARKET FOR EXECUTIVE TALENT, AND THE PERFORMANCE OF EACH EXECUTIVE. GIVEN THE COMMITTEE’S FOCUS ONPERFORMANCE AND THE OBJECTIVES OF THE ORGANIZATION, THE COMMITTEE ALSO AIMS TO PUT A SIGNIFICANT PORTIONOF EACH EXECUTIVE'S COMPENSATION AT RISK.

ON AN ANNUAL BASIS, THE COMMITTEE IS RESPONSIBLE FOR EVALUATING THE PERFORMANCE OF THE CEO ANDRECOMMENDING TO THE FULL BOARD OF TRUSTEES FOR APPROVAL ANY ADJUSTMENTS TO HIS COMPENSATION ANDBENEFITS, INCLUDING INCENTIVE AWARDS. THE COMMITTEE IS RESPONSIBLE FOR APPROVING INCENTIVE AWARDS AND ANYADJUSTMENTS TO THE COMPENSATION AND BENEFITS OF THE OTHER EXECUTIVES, WITH INPUT AND RECOMMENDATIONSFROM THE CEO. ALSO, THE COMMITTEE IS RESPONSIBLE FOR REVIEWING AND RECOMMENDING TO THE FULL BOARD FORAPPROVAL ANY NEW COMPENSATION OR BENEFITS PLANS OR PROGRAMS, OR ANY CHANGES TO EXISTING PLANS ANDPROGRAMS THAT RELATE TO THE CEO OR THE EXECUTIVES.

THE COMMITTEE AIMS TO FULLY DISCLOSE THE COMPENSATION PROVIDED TO THE EXECUTIVES IN AN OPEN ANDTRANSPARENT MANNER, CONSISTENT WITH GOVERNANCE BEST PRACTICES AND APPLICABLE REGULATORYREQUIREMENTS.

GENERAL COMPENSATION PHILOSOPHY AND MARKET PEER GROUP

UNITED WAY IS A WORLDWIDE MOVEMENT OF NEARLY 1600 COMMUNITY-BASED UNITED WAYS IN 40 COUNTRIES ANDTERRITORIES, INCLUDING NEARLY 1200 LOCAL ORGANIZATIONS IN THE UNITED STATES. UNITED WAY WORLDWIDE, THENATIONAL LEADERSHIP ORGANIZATION AIMS TO ADVANCE THE COMMON GOOD, CREATING OPPORTUNITIES FOR ALL BYFOCUSING ON EDUCATION, INCOME AND HEALTH.

THE UNITED WAY SYSTEM WAS HISTORICALLY SERVED BY TWO ENTITIES; UNITED WAY OF AMERICA, AND UNITED WAYINTERNATIONAL. IN 2009, THESE TWO ORGANIZATIONS WERE INTEGRATED TO FORM UNITED WAY WORLDWIDE IN ORDER TOBETTER SERVE THE INCREASING NEEDS OF THE UNITED WAY SYSTEM AND COMMUNITIES AROUND THE WORLD. THISWORLDWIDE SYSTEM FUNCTIONS AS A POWERFUL INTEGRATED MOVEMENT THAT CONSISTS OF INTERDEPENDENTCAPABILITIES WORKING TOGETHER AT THE LOCAL, NATIONAL AND GLOBAL LEVELS.

UWW RELIES ON THE STRENGTH OF 9.7 MILLION DONORS AND OVER 2.5 MILLION VOLUNTEERS TO FULFILL THEORGANIZATION’S MISSION AND TO RAISE IN EXCESS OF $5 BILLION ANNUALLY ACROSS THE NETWORK.

THE PRIMARY OBJECTIVE OF UWW’S COMPENSATION POLICY IS TO PROVIDE COMPETITIVE, MOTIVATING AND REASONABLETOTAL COMPENSATION, CONSISTENT WITH MARKET-BASED COMPENSATION PRACTICES FOR INDIVIDUALS POSSESSING THEEXPERIENCE AND SKILLS NEEDED TO IMPROVE THE OVERALL PERFORMANCE OF THE ORGANIZATION AND ACHIEVE THEWORLDWIDE IMPACT VISION.

SPECIFICALLY, THE ORGANIZATION’S EXECUTIVE COMPENSATION PROGRAM IS DESIGNED TO:–ENCOURAGE THE ATTRACTION AND RETENTION OF HIGH CALIBER EXECUTIVES–STRIKE A BALANCE BETWEEN ATTRACTING AND RETAINING A HIGHLY MOTIVATED AND HIGH PERFORMING TEAM, YETALIGNED WITH UWW’S CHARITABLE MISSION AND VALUES–STRONGLY SUPPORT A “PAY FOR PERFORMANCE” CULTURE THROUGH THE USE OF INCENTIVES FOR KEY EMPLOYEES–BE FLEXIBLE TO REWARD INDIVIDUAL ACCOMPLISHMENTS AS WELL AS ORGANIZATIONAL SUCCESS

UWW’S PEER GROUP FOR COMPARISON PURPOSE WAS REFINED TO FOCUS ON LARGE NATIONAL CHARITIES WITH AWORLDWIDE MISSION AND STRATEGY, WHICH INCLUDES THE LARGEST U.S. BASED CHARITIES IN THE LEADERSHIP 18. ALSOINCLUDED IN THE PEER GROUP ARE OTHER U.S. BASED CHARITIES WITH A WORLDWIDE MISSION (NOT IN THE LEADERSHIP18) AND SEVERAL LARGE PRIVATE FOUNDATIONS SERVING GLOBAL MISSIONS AND NEEDS.THE UWW PEER GROUP FOR COMPENSATION COMPARISON PURPOSES INCLUDES:

AMERICAN RED CROSSBOY SCOUTS OF AMERICAGIRL SCOUTS OF THE UNITED STATES OF AMERICABOYS & GIRLS CLUBS OF AMERICAAMERICAN CANCER SOCIETYGORDON & BETTY MOORE FOUNDATIONHABITAT FOR HUMANITY INTERNATIONALOPPORTUNITY INTERNATIONALSAVE THE CHILDREN FEDERATIONSMILE TRAINTHE DAVID & LUCILE PACKARD FOUNDATIONTHE FORD FOUNDATIONTHE HENRY J. KAISER FAMILY FOUNDATIONTHE JOHN D. AND CATHERINE T. MACARTHUR FOUNDATIONTHE ROBERT WOOD JOHNSON FOUNDATIONTHE ROCKEFELLER FOUNDATIONTHE WILLIAM AND FLORA HEWLETT FOUNDATIONUNITED JEWISH COMMUNITIESWORLD WILDLIFE FUNDC.A.R.EGOODWILL INDUSTRIESUNICEF

GIVEN THE UNITED WAY SYSTEM’S SIZE, COMPLEXITY AND GLOBAL REACH, THE PHILOSOPHY OF THE COMMITTEE IS TOPOSITION THE CEO’S TOTAL COMPENSATION OPPORTUNITY IN THE TOP QUARTILE OF THE U.S. BASED NATIONAL CHARITIES.

TO HELP THE COMMITTEE EVALUATE ITS COMPENSATION POLICY AND RELATED PROGRAMS, THE COMMITTEE RETAINS ANINDEPENDENT CONSULTING FIRM TO ANNUALLY REVIEW THE CEO AND EXECUTIVES’ COMPENSATION TO ENSURE THAT SUCHCOMPENSATION CONTINUES TO FURTHER THESE PRINCIPLES AND REFLECT THE COMMITTEE'S COMMITMENT TO ALIGNCOMPENSATION WITH ORGANIZATION LONG-TERM GOALS AND OBJECTIVES AND PERFORMANCE.

THE INDEPENDENT CONSULTANT’S REVIEW CONDUCTED IN 2011 FOUND THAT THE CEO AND EXECUTIVES’ COMPENSATIONWAS CONSISTENT WITH THE COMMITTEE’S COMPENSATION POLICY, ENUMERATED BELOW, AND THAT THE COMPENSATIONPROVIDED WAS REASONABLE WHEN COMPARED TO THAT PROVIDED BY COMPARABLE ORGANIZATIONS.

CHIEF EXECUTIVE OFFICER COMPENSATION

COMPENSATION PROGRAM

THE COMPENSATION PROGRAM CONSISTS OF FOUR KEY ELEMENTS: (I) ANNUAL COMPENSATION, WHICH INCLUDES BASE

8/15/2012 2:19:50 PM 112


SALARY AND AN ANNUAL PERFORMANCE INCENTIVE OPPORTUNITY, (II) HEALTH AND WELFARE BENEFITS, (III) RETIREMENTBENEFITS, AND (IV) OTHER BENEFITS AND ALLOWANCES. EACH ELEMENT IS DESCRIBED MORE FULLY BELOW.

ANNUAL COMPENSATION: THE COMMITTEE STRIVES TO PROVIDE MARKET COMPETITIVE BASE SALARIES FOR COMPARABLEPOSITIONS, AND TO ALIGN PAY WITH PERFORMANCE AND SYSTEM-WIDE OBJECTIVES THROUGH THE USE OF PERFORMANCE-BASED INCENTIVES.UWW’S INCENTIVE PROGRAM PROVIDES THE CEO THE OPPORTUNITY TO EARN A PERFORMANCE-BASED INCENTIVE. FOR2011, THE INCENTIVE OPPORTUNITY WAS 30% OF BASE SALARY. THE INCENTIVE OPPORTUNITY IS INTENDED TO REINFORCEUWW’S MISSION OF IMPROVING LIVES BY MOBILIZING COMMUNITIES. SPECIFICALLY, THE COMMITTEE ANNUALLY EVALUATESTHE CEO’S PERFORMANCE AGAINST SEVERAL KEY OBJECTIVES, INCLUDING:¦INCREASE THE VALUE OF THE UNITED WAY SYSTEM THROUGH ADVANCING THE COMMON GOOD.¦ENHANCE THE UNITED WAY REPUTATION.¦INCREASE GROWTH INCLUDING UWW AND SYSTEM REVENUE.¦INCREASE THE SIZE AND SCOPE OF THE INTERNATIONAL NETWORK.

IN ADDITION TO MEASURING THE CEO’S PERFORMANCE AGAINST THESE OBJECTIVES, THE COMMITTEE ALSO EVALUATESTHE LEVEL AT WHICH THE CEO DEMONSTRATES LEADERSHIP COMPETENCIES, INCLUDING:¦COLLABORATION¦STEWARDSHIP¦STRATEGIC THINKING¦ACCOUNTABILITY¦INNOVATION

IN MARCH 2011, THE UWW’S BOARD OF TRUSTEES COMPLETED ITS ANNUAL EVALUATION THE CEO’S PERFORMANCE FOR THEPRIOR YEAR AGAINST HIS OBJECTIVES AND HIS GENERAL MANAGEMENT AND LEADERSHIP COMPETENCIES. THE BOARD OFTRUSTEES AWARDED INCENTIVE PAY OF $129,735. THIS AMOUNT WAS FOR 2010 PERFORMANCE (PAYABLE IN 2011) ANDREFLECTS AN AWARD OF 90% OF THE TARGET 30% OPPORTUNITY, OR 27% OF BASE PAY. FACTORS TAKEN INTO ACCOUNT INAWARDING INCENTIVE PAY INCLUDED PERFORMANCE REVIEW RESULTS, ACHIEVEMENT OF OBJECTIVES IN A VERY DIFFICULTECONOMIC ENVIRONMENT AND CHALLENGES OF EXECUTING THE GLOBAL STRATEGY.

HEALTH AND WELFARE BENEFITS: UWW OFFERS STANDARD HEALTH AND WELFARE BENEFITS TO ALL EXECUTIVES THAT AREALSO AVAILABLE TO ALL FULL-TIME UWW EMPLOYEES INCLUDING: COMPREHENSIVE MEDICAL, SHORT-TERM DISABILITY,LONG-TERM DISABILITY, VACATION AND PAID TIME-OFF, ACCIDENTAL DEATH AND DISMEMBERMENT, AND A DENTAL PLAN.

8/15/2012 2:19:50 PM 113


SCHEDULE J, PART I PART 2-EXECUTIVECOMPENSATIONCOMMITTEE REPORT

RETIREMENT BENEFITS: UWW OFFERS A COMPREHENSIVE RETIREMENT PROGRAM THAT INCLUDES BOTH QUALIFIED ANDNONQUALIFIED RETIREMENT PLAN BENEFITS. THE PRIMARY RETIREMENT PROGRAM IS A CODE SECTION 403(B) “TAXDEFERRED ANNUITY” PLAN WITH A MATCHING CONTRIBUTION, WHICH IS A PLAN IN WHICH CONTRIBUTIONS ARE MADE PRE-TAX AND CAN GROW TAX-DEFERRED UNTIL WITHDRAWAL. THE ANNUAL EMPLOYEE CONTRIBUTION LIMIT WAS $22,000 IN 2011(INCLUDING THE CATCH UP BENEFIT FOR INDIVIDUALS OVER THE AGE OF 50). UWW PROVIDES A MATCH OF UP TO 8% OFBASE SALARY (UP TO THE IRS ANNUAL LIMIT OF $245,000) DEPENDING ON YEARS OF UNITED WAY SERVICE.

ALSO AVAILABLE TO EMPLOYEES WHO WERE ELIGIBLE PRIOR TO JULY 1, 2005 IS A DEFINED BENEFIT PENSION PLAN THATPROVIDES EMPLOYEES WITH A FUNDED AND TRUSTEED RETIREMENT BENEFIT. PARTICIPANTS ARE PROVIDED A SPECIFIEDBENEFIT BASED ON FINAL AVERAGE COMPENSATION AND YEARS OF SERVICE, PAYABLE AT NORMAL RETIREMENT AGE, WITHREDUCED BENEFITS PAYABLE AT AN EARLIER RETIREMENT DATE. THIS PLAN WAS FROZEN IN JULY 2005 TO NEWPARTICIPANTS. VESTED PARTICIPANTS RECEIVE NO CREDIT FOR YEARS OF SERVICE AFTER JULY 1, 2005, (FOR PURPOSESOF BENEFIT CALCULATIONS) BUT ARE CREDITED FOR ONE-HALF OF PAY INCREASES.

FOR EMPLOYEES WITH COMPENSATION ABOVE THE IRS ANNUAL LIMIT FOR QUALIFIED PLANS, WHICH INCLUDES THEEXECUTIVES, UWW PROVIDES A NONQUALIFIED “BENEFIT RESTORATION” PLAN (SERP) WHICH CONTRIBUTES A BENEFITEQUAL TO THE AMOUNT THAT WOULD OTHERWISE BE PROVIDED UNDER THE DEFINED BENEFIT PLAN IF IT WERE NOTSUBJECT TO CERTAIN LIMITS ON COMPENSATION OR ANNUAL BENEFIT, DETERMINED ANNUALLY BY THE INTERNAL REVENUESERVICE. ALSO PROVIDED IS A CODE SECTION 457(B) DEFERRED COMPENSATION PLAN (FOR EMPLOYEES WITHCOMPENSATION ABOVE THE IRS LIMIT FOR QUALIFIED PLANS), WHICH IS A BENEFIT RESTORATION PLAN THAT PROVIDESTHOSE EMPLOYER CONTRIBUTIONS THAT WOULD HAVE BEEN PROVIDED UNDER THE 403(B) PLAN IF THEY WERE NOTSUBJECT TO THE IRS LIMITATIONS ON COMPENSATION. THE 457(B) PLAN IS FOR EMPLOYER CONTRIBUTIONS ONLY AND DOESNOT PERMIT EMPLOYEE CONTRIBUTIONS.

TWO ADDITIONAL NON-QUALIFIED BENEFIT PLANS ARE IN PLACE FOR THE CEO. THESE INCLUDE:1)10% PLAN - PROVIDES 10% OF CASH COMPENSATION ANNUALLY ON A DEFERRED BASIS WITH AN INITIAL VESTING PERIODOF 3 YEARS, AND ANNUALLY THEREAFTER.2)DEFERRED COMPENSATION PLAN – PROVIDES $150,000 ANNUALLY ON A DEFERRED BASIS, VESTING AFTER 3 YEARS, ANDTWO YEARS THEREAFTER.

OTHER BENEFITS AND ALLOWANCES: UWW OFFERS MINIMAL PERQUISITES AND SUPPLEMENTAL BENEFITS EXCEPT WHERENECESSARY TO ATTRACT AND RETAIN THE MANAGEMENT TEAM IT REQUIRES TO ACHIEVE THE GOALS OF THEORGANIZATION. THIS WOULD INCLUDE SUCH ITEMS AS: AUTOMOBILE ALLOWANCES AND TEMPORARY HOUSINGALLOWANCES, WHERE APPLICABLE, FOR EXECUTIVES THAT RELOCATE TO JOIN UNITED WAY WORLDWIDE.

DETAIL OF THE CEO’S COMPENSATION FOR 2011 IS ATTACHED HERETO AS EXHIBIT I.

OTHER EXECUTIVES COMPENSATION

EXECUTIVE COMPENSATION LEVELS FOR THE EXECUTIVE TEAM (BELOW THE CEO) ARE SET BY THE CEO AND BOARD OFTRUSTEES TO ALIGN WITH COMPARABLE ORGANIZATIONS. NORMALLY ADJUSTMENTS ARE MADE TO ENSURE PAY LEVELSARE BOTH COMPETITIVE AND REASONABLE.

IN GENERAL, UWW STRIVES TO POSITION TOTAL COMPENSATION, INCLUDING BENEFITS, AT THE MIDDLE OR MEDIAN OF THECOMPARABLE MARKET. THE COMMITTEE’S POLICY ALLOWS IT TO PROVIDE COMPENSATION ABOVE THE MEDIAN WHEREAPPROPRIATE BASED ON THE EXECUTIVE’S SKILLS, OVERALL EXPERIENCE, SCOPE OF RESPONSIBILITIES, ANDCONTRIBUTIONS. THE COMPENSATION PROGRAM FOR EXECUTIVES CONSISTS OF THE SAME FOUR KEY ELEMENTS ASDESCRIBED ABOVE: (I) ANNUAL COMPENSATION, WHICH INCLUDES BASE SALARY AND AN ANNUAL CASH BONUS, (II) HEALTHAND WELFARE BENEFITS, (III) RETIREMENT BENEFITS, AND (IV) OTHER BENEFITS AND ALLOWANCES.

ANNUAL COMPENSATION: THE COMMITTEE STRIVES TO PROVIDE MARKET COMPETITIVE BASE SALARIES FOR THEEXECUTIVES AND AIMS TO ALIGN PAY WITH PERFORMANCE AND ORGANIZATION OBJECTIVES THROUGH THE USE OFPERFORMANCE-BASED INCENTIVES. ACCORDINGLY, UWW’S 2011 INCENTIVE PROGRAM PROVIDES EXECUTIVES THEOPPORTUNITY TO EARN A PERFORMANCE-BASED INCENTIVE. THE CHIEF OPERATING OFFICER IS ELIGIBLE FOR AN INCENTIVEAWARD OF UP TO 20% OF BASE SALARY, EXECUTIVE VICE PRESIDENTS ARE ELIGIBLE TO RECEIVE UP TO 15% AND SENIORVICE PRESIDENTS ARE ELIGIBLE TO RECEIVE UP TO 12%. THE INCENTIVE OPPORTUNITY IS INTENDED TO REINFORCETEAMWORK, COLLABORATION, AND THE ACHIEVEMENT OF SPECIFIC OVERALL ORGANIZATION GOALS.

HEALTH AND WELFARE BENEFITS: UWW OFFERS STANDARD HEALTH AND WELFARE BENEFITS TO ALL EXECUTIVES THAT AREAVAILABLE TO ALL FULL-TIME UWW EMPLOYEES, AS DESCRIBED ABOVE.

RETIREMENT BENEFITS: SEE “CHIEF EXECUTIVE OFFICER COMPENSATION” ABOVE.

OTHER BENEFITS AND ALLOWANCES: UWW OFFERS MINIMAL PERQUISITES AND SUPPLEMENTAL BENEFITS EXCEPT WHERENECESSARY TO ATTRACT AND RETAIN THE MANAGEMENT TEAM IT REQUIRES TO ACHIEVE THE GOALS OF THEORGANIZATION, AS DESCRIBED ABOVE.

SUMMARY

IN SUMMARY, THE COMMITTEE BELIEVES THAT THE ABOVE DESCRIBED COMPENSATION PROGRAM FOR EXECUTIVES ISCONSISTENT WITH THE COMPENSATION POLICY IT HAS ESTABLISHED, IS ALIGNED WITH UWW’S MISSION, GOALS ANDOBJECTIVES, AND PROVIDES A COMPETITIVE AND MOTIVATING PROGRAM TO ATTRACT AND RETAIN THE OUTSTANDINGLEADERSHIP TEAM IT NEEDS TO MEET THE GOALS OF THE ORGANIZATION AND MAKE A MEASURABLE IMPACT INCOMMUNITIES IT SERVES.

EXHIBIT I:UNITED WAY WORLDWIDECEO SUMMARY COMPENSATION TABLE- 2011COMPENSATIONBASE COMPENSATION 1$519,808INCENTIVE COMPENSATION$129,735

OTHER REPORTABLE COMPENSATION (OTHER BENEFITS AND ALLOWANCES)

UWW CONTRIBUTION TO EMPLOYEEBENEFIT PLAN (FLEX CREDIT)$8,682NON-QUALIFIED SUPPLEMENTALRETIREMENT PLAN (AMOUNT PAID)²$97,969AUTO ALLOWANCE$7,200TOTAL $113,851

RETIREMENT AND OTHER DEFERRED COMPENSATION (RETIREMENT BENEFITS)403(B) EMPLOYER CONTRIBUTION$19,600457(B) EMPLOYER CONTRIBUTIONS$16,500SUPPLEMENTAL LONG-TERM DISABILITY$3,994OTHER DEFERRED COMPENSATION PLAN$150,000NON-QUALIFIED SUPPLEMENTALRETIREMENT PLAN$65,474SERP VALUATION CHANGES$39,754QUALIFIED PLAN VALUATION CHANGES$23,655TOTAL BENEFITS$318,977

NONTAXABLE BENEFITS (HEALTH AND WELFARE BENEFITS)EMPLOYER CONTRIBUTIONS TO MEDICALPLAN$13,977GROUP LIFE INSURANCE$14LONG-TERM DISABILITY$1,181TOTAL ALLOWANCES$15,172

TOTAL COMPENSATION AND BENEFITS$1,097,543

NOTES:

1 SALARY IS $525,000 WHICH INCLUDES $5,192 OF EMPLOYEE CONTRIBUTIONS TOWARD MEDICAL BENEFITS. THE EMPLOYER

8/15/2012 2:19:50 PM 114


CONTRIBUTIONS ARE LISTED ABOVE AS BENEFITS.

2 THE PAYMENT OF THE NON-QUALIFIED SUPPLEMENTAL RETIREMENT PLAN BENEFIT WAS REPORTED WHEN IT ACCRUED IN2009 AND 2010. THE REQUIREMENT TO REPORT THE ACTUAL PAYMENT IN 2011 CONSTITUTES A DOUBLE REPORTINGREQUIREMENT.

IN 2011, CEO PAY RANKED THIRD OUT OF THE LARGEST NATIONAL CHARITIES COMPRISING THE LEADERSHIP 18, BEHIND THEAMERICAN CANCER SOCIETY AND BOY SCOUTS OF AMERICA.

SCHEDULE J, PART I,LINE 1A

HEALTH OR SOCIALCLUB DUES ORINITIATION FEES

SOCIAL CLUB DUES - BRIAN GALLAGHER$3,031 WAS PAID FOR SOCIAL CLUB DUES AND WAS NOT TREATED AS TAXABLE COMPENSATION AS THE USE OF THE CLUBWAS SOLELY FOR BUSINESS PURPOSES.

SCHEDULE J, PART I,LINE 4A

SEVERANCE ORCHANGE-OF-CONTROL PAYMENT

SEVERANCE PAYMENT - ATUL TANDONTHE SEVERANCE PAYMENT AMOUNT WAS $146,500 (SEVERANCE OF SIX MONTHS PAID FROM APRIL 16, 2011 - OCTOBER 14,2011). UNITED WAY CONTINUED TO PAY A PORTION OF HEALTH BENEFITS THROUGH COBRA UNTIL OCTOBER 14, 2011. ALLREGULAR BENEFITS ENDED APRIL 15, 2011.

SCHEDULE J, PART I,LINE 4B

SUPPLEMENTALNONQUALIFIEDRETIREMENT PLAN

NON-QUALIFIED RETIREMENT PLAN INFORMATION:BRIAN GALLAGHER - $65,474 NON-QUALIFIED SUPPLEMENTAL RETIREMENT PLANJOE HAGGERTY - $16,408 SERP IMPUTED INCOMECYNTHIA ROUND - $556 SERP IMPUTED INCOME

A DETAILED BREAKDOWN AND EXPLANATION OF MR. GALLAGHER'S COMPENSATION IS PROVIDED IN THE SUPPLEMENTALINFORMATION FOR SCHEDULE J, PART I.

MR. HAGGERTY'S SERP INCOME IS ALSO FURTHER EXPLAINED IN THE SUPPLEMENTAL INFORMATION FOR SCHEDULE J, PARTI.

8/15/2012 2:19:50 PM 115

SCHEDULE L (Form 990 or 990-EZ)


Transactions With Interested Persons▶ Complete if the organization answered

“Yes” on Form 990, Part IV, line 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.


OMB No. 1545-0047

2011Open To Public Inspection


Part I Excess Benefit Transactions (section 501(c)(3) and section 501(c)(4) organizations only). Complete if the organization answered “Yes” on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.

1 (a) Name of disqualified person (b) Description of transaction(c) Corrected?

Yes No

(1)(2)(3)(4)(5)(6)2 Enter the amount of tax imposed on the organization managers or disqualified persons during the year

under section 4958 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ▶ $3 Enter the amount of tax, if any, on line 2, above, reimbursed by the organization . . . . . . . . ▶ $

Part II Loans to and/or From Interested Persons. Complete if the organization answered “Yes” on Form 990, Part IV, line 26, or Form 990-EZ, Part V, line 38a.

(a) Name of interested person and purpose (b) Loan to or from the organization?

(c) Original principal amount

(d) Balance due (e) In default? (f) Approved by board or committee?

(g) Written agreement?

To From Yes No Yes No Yes No

(1)(2)(3)(4)(5)(6)(7)(8)(9)

(10)Total . . . . . . . . . . . . . . . . . . . . . . ▶ $

Part III Grants or Assistance Benefiting Interested Persons. Complete if the organization answered “Yes” on Form 990, Part IV, line 27.

(a) Name of interested person (b) Relationship between interested person and the organization

(c) Amount and type of assistance

(1)(2)(3)(4)(5)(6)(7)(8)(9)

(10)For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Cat. No. 50056A Schedule L (Form 990 or 990-EZ) 2011


0

8/15/2012 2:19:50 PM 116

Schedule L (Form 990 or 990-EZ) 2011 Page 2 Part IV Business Transactions Involving Interested Persons.

Complete if the organization answered “Yes” on Form 990, Part IV, line 28a, 28b, or 28c.

(a) Name of interested person (b) Relationship between interested person and the

organization

(c) Amount of transaction

(d) Description of transaction (e) Sharing of organization’s

revenues?

Yes No

(1)(2)(3)(4)(5)(6)(7)(8)(9)

(10)Part V Supplemental Information

Complete this part to provide additional information for responses to questions on Schedule L (see instructions).

Schedule L (Form 990 or 990-EZ) 2011

SEE STATEMENT

8/15/2012 2:19:50 PM 117

Part IV Business Transactions Involving Interested Persons (continued)

(a) Name of interested person (b) Relationship betweeninterested person and the

organization

(c) Amountof transaction

(d) Description oftransaction

(e) Sharingof

organization'srevenues?

Yes No

(1) AD COUNCIL

AN OFFICER OF ADCOUNCIL IS A DIRECTOROF UNITED WAYWORLDWIDE

1,204,162

THE AD COUNCIL HASPROVIDED CONTRACTSERVICES AND HASPERFORMED PRO BONOWORK FOR UNITED WAYWORLDWIDE DURING THEYEAR. A NON-COMPENSATED MEMBEROF THE UNITED WAYWORLDWIDE BOARD OFTRUSTEES ALSO SERVESAS PRESIDENT/CEO OFTHE AD COUNCIL.

8/15/2012 2:19:50 PM 118

SCHEDULE M (Form 990)


Noncash Contributions▶ Complete if the organizations answered “Yes” on Form

990, Part IV, lines 29 or 30.

▶ Attach to Form 990.

OMB No. 1545-0047

2011Open To Public


Part I Types of Property(a)

Check if applicable

(b) Number of contributions or

items contributed

(c) Noncash contribution amounts reported on

Form 990, Part VIII, line 1g

(d) Method of determining

noncash contribution amounts

1 Art—Works of art . . . . .2 Art—Historical treasures . . .3 Art—Fractional interests . . .4 Books and publications . . .5

Clothing and household goods . . . . . . . . .

6 Cars and other vehicles . . .7 Boats and planes . . . . .8 Intellectual property . . . .9 Securities—Publicly traded . .

10 Securities—Closely held stock .11

Securities—Partnership, LLC, or trust interests . . . . .

12 Securities—Miscellaneous . .13

Qualified conservation contribution—Historic structures . . . . . . . .

14

Qualified conservation contribution—Other . . . .

15 Real estate—Residential . . .16 Real estate—Commercial . .17 Real estate—Other . . . . .18 Collectibles . . . . . . .19 Food inventory . . . . . .20 Drugs and medical supplies . .21 Taxidermy . . . . . . .22 Historical artifacts . . . . .23 Scientific specimens . . . .24 Archeological artifacts . . .25 Other ▶ ( )

26 Other ▶ ( )

27 Other ▶ ( )

28 Other ▶ ( )29 Number of Forms 8283 received by the organization during the tax year for contributions for

which the organization completed Form 8283, Part IV, Donee Acknowledgement . . . . . 29 Yes No

30 a

During the year, did the organization receive by contribution any property reported in Part I, lines 1–28 that it must hold for at least three years from the date of the initial contribution, and which is not required to be used for exempt purposes for the entire holding period? . . . . . . . . . . . . . . . . . 30a

b If “Yes,” describe the arrangement in Part II.31 Does the organization have a gift acceptance policy that requires the review of any non-standard

contributions? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3132 a Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash

contributions? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32ab If “Yes,” describe in Part II.

33 If the organization did not report an amount in column (c) for a type of property for which column (a) is checked, describe in Part II.

For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 51227J Schedule M (Form 990) (2011)


✔ 1 826,592 MARKET VALUE

POSTAGE ✔ 1 97,463 MARKET VALUE

TRAVEL ✔ 1 15,195 MARKET VALUE

0

✔

✔

✔

8/15/2012 2:19:50 PM 119

Part II Supplemental Information Complete this part to provide the information required by Part I, lines 30b, 32b,and 33. Also complete this part for any additional information.


SCHEDULE M, PART I EXPLANATIONS OFREPORTING METHODFOR NUMBER OFCONTRIBUTIONS

SECURITIES - PUBLICLY TRADED: NUMBER OF CONTRIBUTIONS

8/15/2012 2:19:50 PM 120

Schedule O(Form 990)Department of TreasuryInternal Revenue Service

Supplemental Information to Form 990 or 990-EZComplete to provide information for responses to specific questions on

Form 990 or 990-EZ or to provide any additional information.

OMB No. 1545-0047

2011Open to PublicInspection

Name of the OrganizationUNITED WAY WORLDWIDE

Employer Identification Number13-1635294


FORM 990, PART III,LINE 1

ORGANIZATION'SMISSION

UNITED WAY WORLDWIDE IS THE LEADERSHIP AND SUPPORT ORGANIZATION FOR THE NETWORK OF NEARLY 1,800COMMUNITY-BASED UNITED WAYS IN 41 COUNTRIES AND TERRITORIES. IT ADVANCES THE COMMON GOOD BY CREATINGOPPORTUNITIES FOR A BETTER LIFE FOR ALL. ITS FOCUS IS ON EDUCATION, INCOME AND HEALTH -THE BUILDING BLOCKS FOR A GOOD QUALITY OF LIFE. UNITED WAY RECRUITS PEOPLE AND ORGANIZATIONS INCOMMUNITIES AROUND THE WORLD WHO BRING THE PASSION, EXPERTISE AND RESOURCES NEEDED TO CREATE LASTINGCHANGE.

FORM 990, PART III,LINE 4D

DESCRIPTION OFOTHER PROGRAMSERVICES

CAMPAIGN AND PUBLIC RELATIONSEXPENSES $4,183,374 GRANTS $2,912,893 REVENUE $1,316,606

INTERNATIONAL NETWORKEXPENSES $2,454,616 GRANTS $ 23,898 REVENUE $ 772,432

PUBLIC POLICYEXPENSES $1,162,907 GRANTS $ 1,851 REVENUE $ 365,968

FORM 990, PART VI,SECTION A, LINE 6

CLASSES OFMEMBERS ORSTOCKHOLDERS

THE ORGANIZATION HAS ONE CLASS OF MEMBERS.

FORM 990, PART VI,SECTION A, LINE 7A

MEMBERS ORSTOCKHOLDERSELECTING MEMBERSOF 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

DECISIONSREQUIRINGAPPROVAL BYMEMBERS ORSTOCKHOLDERS

MEMBERS MUST ALSO APPROVE ANY AMENDMENTS TO THE BYLAWS OF THE ORGANIZATION OR ANY EXTRAORDINARYBUSINESS EVENT SUCH AS A MERGER OR SALE OF SUBSTANTIALLY ALL OF THE CORPORATE ASSETS.

FORM 990, PART VI,SECTION B, LINE 11B

REVIEW OF FORM 990BY GOVERNING BODY

THE ORGANIZATION'S FORM 990 UNDERGOES A NUMBER OF INTERNAL AND EXTERNAL REVIEWS BEFORE IT IS FILED WITHTHE IRS. THE RETURN IS PREPARED BY THE ORGANIZATION'S FINANCE DEPARTMENT AND IS REVIEWED BY THEORGANIZATION'S PUBLIC ACCOUNTING FIRM, BDO USA, LLP AND BY THE ORGANIZATION'S VICE PRESIDENT\CONTROLLER,FINANCE AND SENIOR VICE PRESIDENT\CFO. A FINAL DRAFT OF THE FORM 990 WAS APPROVED BY THE AUDIT COMMITTEEAND SENT TO ALL BOARD MEMBERS BEFORE IT WAS FILED.

FORM 990, PART VI,SECTION B, LINE 12C

CONFLICT OFINTEREST POLICY

THE CONFLICT OF INTEREST POLICY IS INCLUDED IN THE ORGANIZATION'S CODE OF ETHICS AND ENFORCED BY THE ETHICSOFFICER.

FORM 990, PART VI,SECTION B, LINE 15A

PROCESS USED TOESTABLISHCOMPENSATION OFTOP MANAGEMENTOFFICIAL

SEE SCHEDULE J, PART I SUPPLEMENTAL INFORMATION - UNITED WAY WORLDWIDE FISCAL YEAR 2011 COMPENSATIONCOMMITTEE REPORT.

FORM 990, PART VI,SECTION B, LINE 15B

PROCESS USED TOESTABLISHCOMPENSATION OFOTHER OFFICERS/KEYEMPLOYEES

SEE SCHEDULE J, PART I SUPPLEMENTAL INFORMATION - UNITED WAY WORLDWIDE FISCAL YEAR 2011 COMPENSATIONCOMMITTEE REPORT.

FORM 990, PART VI,SECTION C, LINE 17

STATES WITH WHICHA COPY OF THISFORM 990 ISREQUIRED TO BEFILED

AL, AK, AZ, AR, CA, CO, CT, DC, FL, GA, IL, KS, KY, LA, ME, MD, MA, MI, MN, MS, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC,TN, UT, VA, WA, WV, WI

FORM 990, PART VI,SECTION C, LINE 19

GOVERNINGDOCUMENTS,CONFLICT OFINTEREST POLICYAND FINANCIALSTATEMENTSAVAILABLE TO THEPUBLIC

THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE ON UWW'S WEBSITE AND THECONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST.

FORM 990, PART VII,SECTION A

LIST OF NON-VOTINGU.S.A. BOARDMEMBERS

NAME TITLEPATRICIA HATLER, CHAIR-MEM ACCOUNTABILITY COMMPETER AQUINO, CHAIR-UW NOMINATING COMMARLENE HOLT BAKER, AT-LARGE BOARD MEMBERDAVID BARNES, AT-LARGE BOARD MEMBERMOLLY CORBETT BROAD, AT-LARGE BOARD MEMBERJON CAMPBELL, AT-LARGE BOARD MEMBERSALLY FERNANDEZ, AT-LARGE BOARD MEMBERRON JAWORSKI, AT-LARGE BOARD MEMBERD. ROGER NANNEY, AT-LARGE BOARD MEMBERDAVID PRESCHLACK, AT-LARGE BOARD MEMBERJEFFREY RECHENBACH, AT-LARGE BOARD MEMBERWILLIAM RODGERS, III, AT-LARGE BOARD MEMBERANN STALLARD, AT-LARGE BOARD MEMBERWILLIAM H. GATES, EMERITUS BOARD MEMBER

FORM 990, PART XI,LINE 5

OTHER CHANGES INNET ASSETS OR FUNDBALANCES


NET UNREALIZED GAINS (LOSSES) ON INVESTMENTS - 345,494

UNITED WAY WORLDWIDE-PENSION ADJUSTMENT - 6,935,191

UNITED WAY WORLDWIDE CHANGE IN TAX LIABILITY 114,147

UNITED WAY STORE PENSION ADJUSTMENT 70,505

8/15/2012 2:19:50 PM 121


FORM 990, PART XII,LINE 2C

FINANCIALSTATEMENTOVERSIGHT ANDSELECTION OFINDEPENDENTACCOUNTANT

THERE WAS NO CHANGE IN THE OVERSIGHT PROCESS OF THE FINANCIAL STATEMENTS OR IN THE SELECTION PROCESS OFAN INDEPENDENT ACCOUNTANT.

8/15/2012 2:19:50 PM 122

SCHEDULE R (Form 990)


Related Organizations and Unrelated Partnerships▶ Complete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.

▶ Attach to Form 990. ▶ See separate instructions.

OMB No. 1545-0047

2011Open to Public


Part I Identification of Disregarded Entities (Complete if the organization answered “Yes” to Form 990, Part IV, line 33.)

(a) Name, address, and EIN of disregarded entity

(b) Primary activity

(c) Legal domicile (state or foreign country)

(d) Total income

(e) End-of-year assets

(f) Direct controlling

entity

(1)

(2)

(3)

(4)

(5)

(6)

Part II Identification of Related Tax-Exempt Organizations (Complete if the organization answered “Yes” to Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)

(a) Name, address, and EIN of related organization


(c) Legal domicile (state or foreign country)

(d) Exempt Code section

(e) Public charity status (if section 501(c)(3))

(f) Direct controlling

entity

(g) Section 512(b)(13)

controlled entity?

Yes No(1)

(2)

(3)

(4)

(5)

(6)

(7)

For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50135Y Schedule R (Form 990) 2011


UNITED EWAY (54-1463201)

701 NORTH FAIRFAX STREET, ALEXANDRIA, VA 22314

PLEDGE PROCESSING ANDFUND DISTRIBUTION

VA 501(C)(3) 11

N/A

✔

UNITED WAYWORLDWIDE (ASIA)LIMITED701 N. FAIRFAX STREET, ALEXANDRIA, VA 22314

FUNDRAISING

KS 501(C)(3) 11

N/A

✔

8/15/2012 2:19:50 PM 123

Schedule R (Form 990) 2011 Page 2

Part III Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered “Yes” to Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)

(a) Name, address, and EIN

of related organization


(c) Legal

domicile (state or foreign country)

(d) Direct controlling

entity

(e) Predominant

income (related, unrelated,

excluded from tax under

sections 512-514)

(f) Share of total

income

(g) Share of end-of-

year assets

(h) Disproportionate

allocations?

(i) Code V—UBI

amount in box 20 of Schedule K-1 (Form 1065)

(j) General or managing partner?

(k) Percentage ownership

Yes No Yes No

(1)

(2)

(3)

(4)

(5)

(6)

(7)

Part IV Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered “Yes” to Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)

(a) Name, address, and EIN of related organization


(c) Legal domicile

(state or foreign country)

(d) Direct controlling

entity

(e) Type of entity

(C corp, S corp, or trust)

(f) Share of total

income

(g) Share of

end-of-year assets

(h) Percentage ownership

(1)

(2)

(3)

(4)

(5)

(6)

(7)

Schedule R (Form 990) 2011

SALES/SERVICE AMERICA, INC. (UNITED WAY STORE) (62-1436182)

85 SOUTH BRAGG STREET, SUITE 600, ALEXANDRIA, VA 22312 SALES FULFILLMENT SERVICES VAN/A

C CORPORATION 3,307,311 1,846,868 100

8/15/2012 2:19:50 PM 124


Part V Transactions With Related Organizations (Complete if the organization answered “Yes” to Form 990, Part IV, line 34, 35, 35a, or 36.)

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule. Yes No

1 During the tax year, did the organization engage in any of the following transactions with one or more related organizations listed in Parts II–IV?a Receipt of (i) interest (ii) annuities (iii) royalties or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . . . 1ab Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1bc Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1cd Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1de Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1e

f Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1fg Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1gh Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1hi Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . 1i

j Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . 1jk Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . . 1kl Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . . 1lm Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . 1mn Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1n

o Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1op Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1p

q Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1qr Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1r

2 If the answer to any of the above is “Yes,” see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.(a)

Name of other organization(b)

Transaction type (a–r)

(c) Amount involved

(d) Method of determining

amount involved

(1)

(2)

(3)

(4)

(5)

(6) Schedule R (Form 990) 2011

✔

✔

✔

✔

✔

✔

✔

✔

✔

✔

✔

✔

✔

✔

✔

✔

✔

✔

SALES/SERVICE AMERICA, INC. (UNITED WAY STORE)

A 197,211 PERCENTAGE OF NET SALES

SALES/SERVICE AMERICA, INC. (UNITED WAY STORE)

P 116,349 AMOUNT OF EXPENSES PAID

8/15/2012 2:19:50 PM 125


Part VI Unrelated Organizations Taxable as a Partnership (Complete if the organization answered “Yes” to Form 990, Part IV, line 37.)

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity


(c) Legal domicile (state or foreign

country)

(e) Are all partners

section 501(c)(3)

organizations?

(g) Share of

end-of-year assets

(h) Disproportionate

allocations?

(i) Code V—UBI

amount in box 20 of Schedule K-1

(Form 1065)

(j) General or managing partner?

(d) Predominant

income (related, unrelated, excluded

from tax under section 512-514)

(k) Percentage ownership

(f) Share of

total income

Yes No Yes No Yes No(1)

(2)

(3)

(4)

(5)

(6)

(7)

(8)

(9)

(10)

(11)

(12)

(13)

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Schedule R (Form 990) 2011

8/15/2012 2:19:50 PM 126

public disclosure copy 990 - united way worldwide form 990 2011... · than 2.5 million volunteers...

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