TY 2010 Form 990

- TIN:

Form990

Department of the Treasury
Internal Revenue Service

Return of Organization Exempt From Income Tax

Under 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

2010

Open to Public Inspection

A For the calendar year, or tax year beginning 07-01-2010 and ending 06-30-2011

BCheck if applicable: Address change Name change Initial return Terminated Amended return Application pending

CName of organization
BERKSHIRE UNITED WAY INC

Doing Business As

Number and street (or P.O. box if mail is not delivered to street address)
200 SOUTH STREET

Room/suite

City or town, state or country, and ZIP + 4
PITTSFIELD, MA01201

D Employer identification number

04-2104841

E Telephone number

G Gross receipts $ 4,121,745

F Name and address of principal officer:
KRISTINE HAZZARD
200 SOUTH STREET
PITTSFIELD,MA01201

Tax-exempt status: 501(c)(3) 501(c) ( ) LeftBullet

(insert no.) 4947(a)(1) or 527

Website:

WWW.BERKSHIREUNITEDWAY.ORG

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 MediumBullet

K Form of organization: Corporation Trust Association Other MediumBullet

L Year of formation: 1952

M State of legal domicile: MA

Part I

Summary

1	Briefly describe the organization’s mission or most significant activities: IMPROVING THE QUALITY OF LIFE IN BERKSHIRE COUNTY BY MOBILIZING RESOURCES TO ADDRESS COMMUNITY PRIORITIES AND CREATE SUSTAINABLE CHANGE.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ....	3	19
4	Number of independent voting members of the governing body (Part VI, line 1b) ....	4	19
5	Total number of individuals employed in calendar year 2010 (Part V, line 2a) ...	5	13
6	Total number of volunteers (estimate if necessary) ....	6	850
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ..	7a	10,666
b	Net unrelated business taxable income from Form 990-T, line 34 ..	7b	2,590

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	2,231,882	2,441,502
9	Program service revenue (Part VIII, line 2g) .........		0
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	23,294	101,817
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	11,585	41,718
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)...................	2,266,761	2,585,037
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	1,788,684	1,708,177
14	Benefits paid to or for members (Part IX, column (A), line 4) ....		0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	520,023	585,573
16a	Professional fundraising fees (Part IX, column (A), line 11e)....		0
b	Total fundraising expenses (Part IX, column (D), line 25) 279,962
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f)....	198,610	171,516
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	2,507,317	2,465,266
19	Revenue less expenses. Subtract line 18 from line 12......	-240,556	119,771
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16)............	3,245,639	3,590,618
21	Total liabilities (Part X, line 26)............	1,976,054	1,904,782
22	Net assets or fund balances. Subtract line 21 from line 20 .....	1,269,585	1,685,836

Part II

Signature Block

Under 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's Use Only	Preparer's signature	Date	Check if self- employed	Preparer’s taxpayer identification number (see instructions)
	Firm’s name (or yours if self-employed), address, and ZIP + 4			EIN
				Phone no.

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

For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.

Cat. No. 11282Y

Form 990 (2010)

Page 2

Part III

Statement of Program Service Accomplishments

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

Briefly describe the organization’s mission: IMPROVING THE QUALITY OF LIFE IN BERKSHIRE COUNTY BY MOBILIZING RESOURCES TO ADDRESS COMMUNITY PRIORITIES AND CREATE SUSTAINABLE CHANGE.

Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .................... Yes No

If “Yes,” describe these new services on Schedule O.

Did the organization cease conducting, or make significant changes in how it conducts, any program services? .......................... Yes No

If “Yes,” describe these changes on Schedule O.

Describe the exempt purpose achievements for each of the organization’s three largest program services by expenses.
Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.


4a	(Code: ) (Expenses $ 1,232,274 including grants of $ 891,283 ) (Revenue $ )
	GOAL 1 - HELPING CHILDREN & FAMILIES SUCCEED: BERKSHIRE COUNTY CHILDREN WILL ENJOY HEALTHY SOCIAL, EMOTIONAL, COGNITIVE AND PHYSICAL DEVELOPMENT. THEY WILL LIVE IN A SAFE ENVIRONMENT WITH NURTURING AND SUPPORTIVE ADULTS WHO WILL HELP THEM TO GROW UP AND ACHIEVE THEIR FULL POTENTIAL. OUTCOME I. ALL CHILDREN ARRIVE AT KINDERGARTEN READY TO LEARN. OUTCOME II. ALL YOUNG ADULTS SUCCESSFULLY TRANSITION TO WORK, HIGHER EDUCATION OR TRAINING.

4b	(Code: ) (Expenses $ 597,563 including grants of $ 597,563 ) (Revenue $ )
	GOAL 2: PROMOTING FINANCIAL STABILITY AND INDEPENDENCE: INDIVIDUALS AND FAMILIES IN BERKSHIRE COUNTY WILL HAVE THE LIFE SKILLS, EDUCATIONAL AND ECONOMIC OPPORTUNITIES THEY NEED TO BECOME FINANCIALLY STABLE AND INDEPENDENT. OUTCOME: ALL INDIVIDUALS ARE EMPOWERED TO DEFINE AND ACHIEVE THEIR GOALS FOR FINANCIAL INDEPENDENCE AND CAREER SUCCESS.

4c	(Code: ) (Expenses $ 219,331 including grants of $ 219,331 ) (Revenue $ )
	BERKSHIRE UNITED WAY IS WORKING TO IMPROVE THE QUALITY OF LIFE IN BERKSHIRE COUNTY BY MOBILIZING RESOURCES TO ADDRESS COMMUNITY PRIORITIES AND CREATE SUSTAINABLE CHANGE. WORKING WITH THE COMMUNITY, EDUCATION AND EMPLOYMENT HAVE BEEN IDENTIFIED AS TOP PRIORITIES, AND COLLABORATIONS AMONG BUSINESSES, NON-PROFITS, FAITH-BASED GROUPS, DONORS, VOLUNTEERS AND THE PUBLIC SECTOR ARE HELPING TO IMPROVE THE FOCUS AND OUTCOMES FOR THESE PRIORITIES. ON-GOING INITIATIVES INCLUDE: 1.BERKSHIRE PRIORITIES IS A GROUP THAT MOBILIZED AFTER THE RELEASE OF THE 2009 BERKSHIRE BENCHMARKS COMMUNITY IMPACT BASELINE REPORT. THE REPORT INCLUDED THE MOST RECENTLY AVAILABLE BERKSHIRE COUNTY MCAS RESULTS, WHICH INDICATED THAT ONLY ABOUT 60% OF OUR THIRD GRADERS ARE PROFICIENT IN ENGLISH AND MATH. DETERMINED TO SIGNIFICANTLY INCREASE BERKSHIRE COUNTY'S PROFICIENCY, BERKSHIRE PRIORITIES IS TODAY ASSESSING BEST PRACTICE OPTIONS,FORMULATING A MAP OF EXISTING LOCAL RESOURCES, AND GATHERING KEY LOCAL DATA IN ORDER TO MOBILIZE THE COMMUNITY FOR ACTION. 2.THE EARLY CHILDHOOD EDUCATION THINK TANK IS WORKING TO PROMOTE, SUPPORT AND MAKE HIGH-QUALITY EARLY CHILDHOOD EDUCATION AVAILABLE TO EVERY CHILD THROUGHOUT BERKSHIRE COUNTY. THE EARLY CHILDHOOD TEAM JUMP-STARTED THEIR EFFORTS WITH CHILDHOOD LITERACY ACTIVITIES LIKE THE RECENT COUNTY- WIDE"WEE READ" EVENT AND EFFORTS TO MAKE BERKSHIRE COUNTY A "REACH OUT AND READ" BOOK END COUNTY, WHERE EVERY PEDIATRICIAN PROVIDES A BOOK TO CHILDREN AT WELL-CHILD VISITS FROM BIRTH TO AGE FIVE, AND IS NOW FORMULATING A COMPREHENSIVE STRATEGY. 3.THE PITTSFIELD PREVENTION PARTNERSHIP (PPP) AND BERKSHIRE YOUTH DEVELOPMENT ARE ALL ABOUT YOUTH AND ADULT EDUCATION TO PROMOTE SAFE BEHAVIORS IN OUR YOUNG PEOPLE. SOME PPP ACTIVITIES INCLUDE "SHOULDER TAPS" SURVEYS IN WHICH TEENS, ACCOMPANIED BY A DISCRETELY LOCATED POLICE OFFICER, TEST ADULT WILLINGNESS TO PURCHASE ALCOHOL FOR THEM. PPP ALSO PLAYED A KEY ROLE IN THE HIGHLY SUCCESSFUL BERKSHIRE COUNTY PRESCRIPTION ROUND-UP, WHICH COLLECTED AND SAFELY DISPOSED 1,000 POUNDS OF PRESCRIPTION DRUGS. THEY CONDUCTED "SAFE PROM" PRESENTATIONS, PARTICIPATE IN THE TEEN PREGNANCY PREVENTION INITIATIVE AND HELPED COMPILE RESULTS OF THE 2011 PREVENTIONNEEDS ASSESSMENT SURVEY, WHICH MEASURES YOUTH RISK AND PROTECTIVE FACTORS AND IS A CRITICAL TOOL FOR CREATING STRATEGIES TO ADDRESS AREAS OF CONCERN AND FOR MEASURING IMPACT OVER TIME. 4.THE TEEN PREGNANCY PREVENTION INITIATIVE IS MADE UP OF COMMUNITY MEMBERS AND PRACTITIONERS IN EDUCATION, HEALTH CARE AND SOCIAL SERVICES CONCERNED ABOUT ALARMINGLY HIGH AND INCREASING LOCAL TEEN PREGNANCY RATES. THE TEEN BIRTH RATE IN PITTSFIELD INCREASED BY 41.3% BETWEEN 1996 AND 2009 AND IN NORTH ADAMS IT INCREASED 28%. DURING THE SAME TIME PERIOD, THE STATE RATE DECREASED 31.2%. TO UNDERSTAND LOCAL PERCEPTIONS, OUR TEAM SURVEYED 900 YOUTH AND ADULTS THROUGHOUT BERKSHIRE COUNTY WHO RECOMMENDED THREE KEY ACTIONS: 1) ACCESS TO COMPREHENSIVE SEXUALITY EDUCATION THAT GOES BEYOND THE "SEX TALK" TO HELPING YOUTH NAVIGATE PERSONAL RELATIONSHIPS; 2) ACCESS TO CONDOMS AND OTHER CONTRACEPTIVES DURING HOURS AND IN LOCATIONS YOUTH FREQUENT AND FEEL SAFE; AND 3) ENSURING YOUTH PERCEIVE OPPORTUNITY AND HOPE FOR A BRIGHT FUTURE. OVER 100 CONCERNED CITIZENS ATTENDED OUR FIRST COMMUNITY CONVERSATION IN PITTSFIELD IN APRIL. THREE WORK GROUPS ARE MEETING TO DEVELOP AND IMPLEMENT STRATEGIES ADDRESSING THE THREE KEY ACTIONS. 5.MASS 2-1-1 IS AN ORGANIZATION SUPPORTED BY ALL MASSACHUSETTS UNITED WAYS AND SEVERAL STATE DEPARTMENTS. MASS 2-1-1 IS STAFFED BY INFORMATION AND REFERRAL SPECIALISTS (MAIRS). IT WAS ESTABLISHED TO PROVIDE AN ESSENTIAL LINK BETWEEN THOSE WHO NEED HELP AND THOSE WHO PROVIDE IT. MASS 2-1-1 IS A STATEWIDE NUMBER THAT PEOPLE CAN CALL FOR NON-EMERGENCY INFORMATION AND REFERRAL. EVERY DAY, SOMEONE SOMEWHERE IN MASSACHUSETTS NEEDS TO FIND ESSENTIAL COMMUNITY SERVICES, EVERYTHING FROM FINDING AN AFTER SCHOOL PROGRAM, LOCATING A FOOD PANTRY OR SOUP KITCHEN, OBTAINING UTILITIES OR FUEL ASSISTANCE, OR SECURING CARE FOR AN AGING PARENT. MASS 2-1-1 IS ALSO AN OFFICIAL STATE CONDUIT FOR INFORMATION IN THE EVENT OF A COMMUNITY LEVEL DISASTER OR EMERGENCY. 6.BERKSHIRE BENCHMARKS AND THE BERKSHIRE REGIONAL PLANNING COMMISSION SUPPLY BERKSHIRE UNITED WAY WITH DATA COLLECTION AND ANALYSIS ASSISTANCE. STARTING IN 2009, BASELINE DATA ON COMMUNITY CONDITIONS WAS COMPILED AND SHARED AND IS NOW UPDATED EACH YEAR. THIS ALLOWS FOR MEASURING AND REPORTING CHANGES IN COMMUNITY CONDITIONS OVER TIME AND ENSURES ACCOUNTABILITY FOR BERKSHIRE UNITED WAY, ITS FUNDED PARTNERS AND THE COMMUNITY. LEARN MORE ABOUT COMMUNITY CONDITIONS AT WWW.BERKSHIREBENCHMARKS.ORG.

4d	Other program services. (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses$ 2,049,168

Form 990 (2010)

Page 3

Part IV

Checklist of Required Schedules

Yes

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

.....................

Yes

Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment

........

Yes

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..........

Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part II.........................

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........................

Did the organization maintain any donor advised funds or any similar funds or accounts where 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 Click to see attachment

.......................

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 Click to see attachment

...

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

....................

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 Click to see attachment

...................

Did the organization, directly or through a related organization, hold assets in term, permanent,or quasi-endowments? If “Yes,” complete Schedule D, Part V Click to see attachment

Yes

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:

Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI. Click to see attachment

11a

Yes

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. Click to see attachment

11b

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. Click to see attachment

11c

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. Click to see attachment

11d

Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X. Click to see attachment

11e

Yes

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. Click to see attachment

11f

12a

Did the organization obtain separate, independent audited financial statements for the tax year? If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment

12a

Yes

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 Click to see attachment

12b

Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E

14a

Did the organization maintain an office, employees, or agents outside of the United States?....

14a

Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, and program service activities outside the United States? If “Yes,” complete Schedule F, Part I.........

14b

Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II..

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 U.S.? If “Yes,” complete Schedule F, Part III..

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

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..........

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...................

Form 990 (2010)

Page 4

Part IV

Checklist of Required Schedules (continued)

20a

Did the organization operate one or more hospitals? If “Yes,” complete Schedule H.....

20a

Did the organization attach its audited financial statement to this return? Note: All Form 990 filers that operate one or more hospitals must attach audited financial statements. .....

20b

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

Yes

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..... Click to see attachment

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

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 questions 24b–24d and complete Schedule K. If “No,” go to line 25................

24a

Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...

24b

Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................

24c

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

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

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...........................

Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor, or a grant selection committee member, or to a person related to such an individual? If “Yes,” complete Schedule L, Part III...............

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 current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV .........................

28a

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

28b

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 owner? If “Yes,” complete Schedule L, Part IV..

28c

Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule M

Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............

Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I...........................

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

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........

Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1.....................

Is any related organization a controlled entity within the meaning of section 512(b)(13)? .....

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

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

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

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. ............

Yes

Form 990 (2010)

Page 5

Part V

Statements Regarding Other IRS Filings and Tax Compliance

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

Yes

Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......

Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.

Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................

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 .....................

If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)

Yes

Did the organization have unrelated business gross income of $1,000 or more during the year?.............................

Yes

If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....

Yes

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 or securities account)?.......................

If "Yes," enter the name of the foreign country: MediumBullet

See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.

Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..

Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?

If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........

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

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

Organizations that may receive deductible contributions under section 170(c).

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?....................

If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....

Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................

If “Yes,” indicate the number of Forms 8282 filed during the year ....

Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................

Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..

If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................

If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............

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?................

Sponsoring organizations maintaining donor advised funds.

Did the organization make any taxable distributions under section 4966?.........

Did the organization make a distribution to a donor, donor advisor, or related person?......

Section 501(c)(7) organizations. Enter:

Initiation fees and capital contributions included on Part VIII, line 12 ...

10a

Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities

10b

Section 501(c)(12) organizations. Enter:

Gross income from members or shareholders .........

11a

Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ........

11b

12a

Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?

12a

If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.

12b

Section 501(c)(29) qualified nonprofit health insurance issuers.

Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.

13a

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

13b

Enter the aggregate amount of reserves on hand.

13c

14a

Did the organization receive any payments for indoor tanning services during the tax year?.....

14a

If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..

14b

Form 990 (2010)

Page 6

Part VI

Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 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 Management

Yes

Enter the number of voting members of the governing body at the end of the tax year ..............

Enter the number of voting members included in line 1a, above, who are independent .................

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? .................

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? ..

Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?

Did the organization become aware during the year of a significant diversion of the organization’s assets? .

Does the organization have members or stockholders? ................

Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body? .........................

Are any decisions of the governing body subject to approval by members, stockholders, or other persons? ..

Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:

The governing body? .........................

Yes

Each committee with authority to act on behalf of the governing body? ............

Yes

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 .....

Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)

Yes

10a

Does the organization have local chapters, branches, or affiliates? ............

10a

If “Yes,” does the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization? ....

10b

11a

Has the organization provided a copy of this Form 990 to all members of its governing body before filing the form?

11a

Yes

Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....

12a

Does the organization have a written conflict of interest policy? If “No,” go to line 13.......

12a

Yes

Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ...........................

12b

Yes

Does the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this is done ....................

12c

Yes

Does the organization have a written whistleblower policy? ...............

Yes

Does the organization have a written document retention and destruction policy? .........

Yes

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?

The organization’s CEO, Executive Director, or top management official ...........

15a

Yes

Other officers or key employees of the organization ................

15b

Yes

If "Yes" to line a or b, 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? ......................

16a

If “Yes,” has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization’s exempt status with respect to such arrangements? ............

16b

Section C. Disclosure

List the States with which a copy of this Form 990 is required to be filed MediumBullet

Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you make these available. Check all that apply.

Own website Another's website Upon request

Describe in Schedule O whether (and if so, how), the organization makes its governing documents, conflict of interest policy, and financial statements available to the public.

State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet

KRISTINE HAZZARD
BERKSHIRE UNITED WAY INC
200 SOUTH STREET
PITTSFIELD,MA01202
(413) 442-4710

Form 990 (2010)

Page 7

Part VII

Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors

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

Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees

1a 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.
RoundBullet

List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. 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 the
organization and any related organizations.

List all of the organization’s former officers, key employees, or 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 organizations compensated any current or former officer, director, or trustee.

(A) Name and Title	(B) Average hours per week (describe hours for related organizations in Schedule O)	(C) Position (check all that apply)		(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
(A) Name and Title
(1) JOHN BISSELL CHAIR, DIREC	2.00	X	X	0	0	0
(2) MICHAEL BARBIERI CHAIR	1.00	X	X	0	0	0
(3) GAIL COLANTONI DIRECTOR	1.00	X		0	0	0
(4) JANET DOHONEY DIRECTOR	1.00	X		0	0	0
(5) CHRISTINE LUDWISZEWSKI DIRECTOR	1.00	X		0	0	0
(6) DENISE MARSHALL DIRECTOR	1.00	X		0	0	0
(7) JUNE ROY-MARTIN DIRECTOR	1.00	X		0	0	0
(8) PETER STASIOWSKI DIRECTOR	1.00	X		0	0	0
(9) HOWARD EBERWEIN III DIRECTOR	1.00	X		0	0	0
(10) MICHAEL BULLOCK DIRECTOR	1.00	X		0	0	0
(11) CHURCHILL COTTON DIRECTOR	1.00	X		0	0	0
(12) KEN MYERS DIRECTOR	1.00	X		0	0	0
(13) MICHAEL WYNN DIRECTOR	1.00	X		0	0	0
(14) DOUGLAS CRANE DIRECTOR	1.00	X		0	0	0
(15) LAWRENCE HARNETT DIRECTOR	1.00	X		0	0	0
(16) CHRISTOPHER MATHEWS DIRECTOR	1.00	X		0	0	0
(17) JOE BOLUS DIRECTOR	1.00	X		0	0	0

Form 990 (2010)

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 (check all that apply)		(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
(A) Name and Title
(18) MARK SELKOWITZ DIRECTOR	1.00	X		0	0	0
(19) CARTER WHITE DIRECTOR	1.00	X		0	0	0
(20) GERARD E BURKE DIRECTOR	1.00	X		0	0	0
(21) KRISTINE HAZZARD PRESIDENT &	40.00		X	85,000	0	8,218
(22) PAUL BRUCE TREASURER	1.00		X	0	0	0
(23) RUTH BLODGETT CLERK	1.00		X	0	0	0
(24) BRENDA BURDICK VICE CHAIR	1.00		X	0	0	0

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)............	85,000	8,218

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

Yes

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 .............

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...........................

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 .....

Section B. Independent Contractors

Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization.

(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 in compensation from the organization

Form 990 (2010)

Page 9

Part VIII

Statement of Revenue

				(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....1b
c	Fundraising events....1c
d	Related organizations...1d
e	Government grants (contributions)1e		119,909

f	All other contributions, gifts, grants, and similar amounts not included above1f		2,321,593
g	Noncash contributions included in lines 1a-1f:$
h	Total. Add lines 1a-1f.......			2,441,502
			Business Code
2a
b
c
d
e
f	All other program service revenue .
g	Total. Add lines 2a–2f........
3	Investment income (including dividends, interest
	and other similar amounts).....			34,626			34,626
4	Income from investment of tax-exempt bond proceeds..
5	Royalties............
		(i) Real	(ii) Personal
6a	Gross Rents	89,205
b	Less: rental expenses	76,242
c	Rental income or (loss)	12,963
d	Net rental income or (loss).......			12,963		12,963
		(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	1,527,657
b	Less: cost or other basis and sales expenses	1,460,466
c	Gain or (loss)	67,191
d	Net gain or (loss)..........			67,191			67,191
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	CAMPAIGN ADMIN & PROGRAM FEES			35,353	35,353
b	INCOME FROM K-1		531,120	-2,297		-2,297
c	SPECIAL EVENTS			-4,301			-4,301
d	All other revenue ....
e	Total. Add lines 11a–11d ......			28,755
12	Total revenue. See Instructions....			2,585,037	35,353	10,666	97,516

Form 990 (2010)

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).

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 U.S. See Part IV, line 21	1,708,177	1,708,177
2	Grants and other assistance to individuals in the U.S. See Part IV, line 22
3	Grants and other assistance to governments, organizations, and individuals outside the U.S. 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	463,555	229,945	66,879	166,731
8	Pension plan contributions (include section 401(k) and section 403(b) employer contributions) ....	28,147	14,204	4,514	9,429
9	Other employee benefits .......	51,380	24,801	8,072	18,507
10	Payroll taxes ...........	42,491	22,031	4,915	15,545
11	Fees for services (non-employees):
a	Management ......
b	Legal .........
c	Accounting ...........
d	Lobbying ...........
e	Professional fundraising. 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 ............	5,082	3,249	596	1,237
18	Payments of travel or entertainment expenses for any federal, state, or local public officials ......
19	Conferences, conventions, and meetings ....	11,789	2,215	6,406	3,168
20	Interest ...........	822		822
21	Payments to affiliates .......	25,776	8,592	8,592	8,592
22	Depreciation, depletion, and amortization .....	11,994	2,879	9,115
23	Insurance ..............	1,988		1,988
24	Other expenses. Itemize expenses not covered above. (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below.)
a	PRINTING & PUBLICATION	31,747	8,701	482	22,564
b	CONTRACTED SERVICES	21,202	5,358	14,260	1,584
c	SUPPLIES & SMALL EQUIP	20,176	4,548	1,396	14,232
d	EQUIPMENT MAINTENANCE	19,302	8,959	2,946	7,397
e	POSTAGE	8,284	1,496	803	5,985
f	All other expenses	13,354	4,013	4,350	4,991
25	Total functional expenses. Add lines 1 through 24f	2,465,266	2,049,168	136,136	279,962
26	Joint costs. Check here if following SOP 98-2 (ASC 958-720). Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation

Form 990 (2010)

Page 11


				(A) Beginning of year		(B) End of year
1	Cashnon-interest-bearing ..........			72,749	1	15,490
2	Savings and temporary cash investments .......			84,120	2	138,269
3	Pledges and grants receivable, net .........			824,832	3	972,126
4	Accounts receivable, net .........			193	4	158
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)) and persons described in section 4958(c)(3)(B). Complete Part II of
	Schedule L ..........				6
7	Notes and loans receivable, net .............				7
8	Inventories for sale or use ..............				8
9	Prepaid expenses and deferred charges ............			3,245	9	14,930
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	792,244
b	Less: accumulated depreciation. .....	10b	473,614	327,636	10c	318,630
11	Investments—publicly traded securities ..........			1,932,864	11	2,131,015
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)...			3,245,639	16	3,590,618
17	Accounts payable and accrued expenses .			4,221	17	36,023
18	Grants payable ..........				18
19	Deferred revenue ..........			2,817	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 ..			134,138	23	120,034
24	Unsecured notes and loans payable to unrelated third parties ....			4,334	24	1,275
25	Other liabilities. Complete Part X of Schedule D.....			1,830,544	25	1,747,450
26	Total liabilities. Add lines 17 through 25.....			1,976,054	26	1,904,782
	Organizations that follow SFAS 117, check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets .....			943,893	27	1,185,242
28	Temporarily restricted net assets .....			9,200	28	166,644
29	Permanently restricted net assets .....			316,492	29	333,950
	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 .....			1,269,585	33	1,685,836
34	Total liabilities and net assets/fund balances .....			3,245,639	34	3,590,618

Form 990 (2010)

Page 12

Part XI

Reconcilliation of Net Assets

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

Total revenue (must equal Part VIII, column (A), line 12) . . .

2,585,037

Total expenses (must equal Part IX, column (A), line 25) . . . . .

2,465,266

Revenue less expenses. Subtract line 2 from line 1 . . . .

119,771

Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) . .

1,269,585

Other changes in net assets or fund balances (explain in Schedule O) . . . .

296,480

Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) . . . . . .

1,685,836

Part XII

Financial Statements and Reporting

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

Yes

Accounting method used to prepare the Form 990: Cash Accrual Other
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.

Were the organization’s financial statements compiled or reviewed by an independent accountant?..

Were the organization’s financial statements audited by an independent accountant?........

If “Yes,” to 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?
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O............................

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 separated basis

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? ................

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. ..

Form 990 (2010)

Additional Data

Software ID:
Software Version:

Form 990, Special Condition Description:

Special Condition Description

- TIN:

SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete 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. right arrow

See separate instructions.

OMB No. 1545-0047

2010

Open to Public
Inspection

Name of the organization

BERKSHIRE UNITED WAY INC

Employer identification number

04-2104841

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.)

A church, convention of churches, or association of churches. section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E.)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

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:

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.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

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.)

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

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 businesses

acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. Seesection 509(a)(4).

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.

Type I

Type II

Type III - Functionally integrated

Type III - Other

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).

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 ..................................................

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

(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)

Yes

and (iii) below, the governing body of the the supported organization? ................

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)

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(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?
(i) Name of supported organization	(ii) EIN	Yes	No	Yes	No	Yes	No	(vii) Amount of support?


Total

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2010

Page 2

Part II

Support Schedule for Organizations Described in IRC 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 Support

Calendar year(or fiscal year beginning in)		(a) 2006	(b) 2007	(c) 2008	(d) 2009	(e) 2010	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....	2,784,565	2,670,091	2,633,896	2,231,882	2,441,502	12,761,936
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..	2,784,565	2,670,091	2,633,896	2,231,882	2,441,502	12,761,936
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.						12,761,936

Section B. Total Support

Calendar year(or fiscal year beginning in)		(a) 2006	(b) 2007	(c) 2008	(d) 2009	(e) 2010	(f) Total
7	Amounts from line 4..	2,784,565	2,670,091	2,633,896	2,231,882	2,441,502	12,761,936
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..	90,891	101,559	64,194	49,436	34,626	340,706
9	Net income from unrelated business activities, whether or not the business is regularly carried on..				12,038	9,666	21,704
10	Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..	36,208	19,550	5,355	1,725	9,680	72,518
11	Total support (Add lines 7 through 10).						13,196,864

Gross receipts from related activities, etc. (See instructions.) ..................

35,353

First Five Years If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.......................................... right arrow

Section C. Computation of Public Support Percentage

Public Support Percentage for 2010 (line 6 column (f) divided by line 11 column (f)) .........

96.700 %

Public Support Percentage for 2009 Schedule A, Part II, line 14 ...............

96.470 %

16a

33 1/3% support test—2010. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ...................... right arrow

33 1/3% support test—2009. If the organization did not check the box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2010. 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 .................................................. right arrow

10%-facts-and-circumstances test—2009. 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 .............................................. right arrow

Private Foundation If the organization did not check a box on line 13, 16a, 16b, 17a or 17b, check this box and see
instructions ................................................... right arrow

Schedule A (Form 990 or 990-EZ) 2010

Page 3

Part III

Support Schedule for Organizations Described in IRC 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 Support

Calendar year(or fiscal year beginning in)		(a) 2006	(b) 2007	(c) 2008	(d) 2009	(e) 2010	(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 Support

Calendar year (or fiscal year beginning in)		(a) 2006	(b) 2007	(c) 2008	(d) 2009	(e) 2010	(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.).

Section C. Computation of Public Support Percentage

Public Support Percentage for 2010 (line 8 column (f) divided by line 13 column (f)) .........

Public support percentage from 2009 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2010 (line 10c column (f) divided by line 13 column (f)) ......

Investment income percentage from 2009 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests—2010. If the organization did not check the box on line 14, and line 15 is more than 33 1/3% and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .......... right arrow

33 1/3% support tests—2009. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private Foundation If the organization did not check a box on line 14, 19a or 19b, check this box and see instructions ..... right arrow

Schedule A (Form 990 or 990-EZ) 2010

Page 4

Part IV

Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Explanation

Schedule A (Form 990 or 990-EZ) 2010

Additional Data

Software ID:
Software Version:

- TIN:

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

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

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

OMB No. 1545-0047

2010

Name of organization

BERKSHIRE UNITED WAY INC

Employer identification number

04-2104841

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, aggregate 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 aggregate 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. ......................... Arrow Bullet

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 in the heading of its
Form 990-EZ, or on 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. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

Name of organization BERKSHIRE UNITED WAY INC
Schedule B (Form 990, 990-EZ, or 990-PF) (2010) Page 1 of 1 of Part I
Part I	Contributors (see Instructions)
(a) No.	(b) Name, address, and ZIP + 4	(c) Aggregate contributions	(d) Type of contribution
RESTRICTED	RESTRICTED RESTRICTED RESTRICTED RESTRICTED, RESTRICTED RESTRICTED	$RESTRICTED	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Aggregate contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Aggregate contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Aggregate contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Aggregate contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Aggregate contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Name of organization BERKSHIRE UNITED WAY INC
Schedule B (Form 990, 990-EZ, or 990-PF) (2010) Page 1 of 1 of Part II
Part II	Noncash Property (see Instructions)
(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	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(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	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(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	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Page 1 of 1 of Part III

Name of organization
BERKSHIRE UNITED WAY INC

Employer identification number

04-2104841

Part III

Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
aggregating 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.) Arrow Bullet

(a) No.
from
Part I

(b)
Purpose 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

(b)
Purpose 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

(b)
Purpose 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

(b)
Purpose 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

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11, or 12.
SchDMd Bullet

Attach to Form 990. SchDMd Bullet

See separate instructions.

OMB No. 1545-0047

2010

Open to Public Inspection

Name of the organization

BERKSHIRE UNITED WAY INC

Employer identification number

04-2104841

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 .......

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

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may 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.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or pleasure) Preservation of an historically importantly land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

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


a	Total number of conservation easements .......................	2a
b	Total acreage restricted by conservation easements ..................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 8/17/06 ........	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the taxable year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................

Yes No

Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................

Yes No

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.

If the organization elected, as permitted under SFAS 116, 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 of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under SFAS 116, 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 of public service,
provide the following amounts relating to these items:

(i)

Revenues included in Form 990, Part VIII, line 1 ........................ SchDMd Bullet

(ii)

Assets included in Form 990, Part X .............................. SchDMd Bullet

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

Revenues included in Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990

Cat. No. 52283D

Schedule D (Form 990) 2010

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

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

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

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

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.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No

If "Yes," explain the arrangement in Part XIV and complete the following table:


c	Beginning balance .................................	1c
d	Additions during the year ..............................	1d
e	Distributions during the year .............................	1e
f	Ending balance ...................................	1f

Did the organization include an amount on Form 990, Part X, line 21? .....................

Yes No

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
1a	Beginning of year balance ....	316,492	306,492	646,863
b	Contributions ........		10,000	125
c	Investment earnings or losses ...	17,458		-22,249
d	Grants or scholarships .....
e	Other expenditures for facilities and programs ........			-318,247
f	Administrative expenses ....
g	End of year balance ......	333,950	316,492	306,492

Provide the estimated percentage of the year end balance held as:

Board designated or quasi-endowment: SchDMd Bullet

Permanent endowment: SchDMd Bullet

100.000 %

Term endowment: SchDMd Bullet

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) unrelated organizations ........................

3a(i)

(ii) related organizations ........................

3a(ii)

If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIV the intended uses of the organization's endowment funds.

Part VI

InvestmentsLand, Buildings, and Equipment. See Form 990, Part X, line 10.

Description of investment		(b)Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value
1a	Land .................	128,939		128,939
b	Buildings ................	515,613	358,548	157,065
c	Leasehold improvements ............
d	Equipment ................	147,692	115,066	32,626
e	Other .................
Total. Add lines 1a-1e. (Column (d) should equal Form 990, Part X, column (B), line 10(c).)........				318,630

Schedule D (Form 990) 2010

Page 3

Part VII

InvestmentsOther 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
Other








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

Part VIII

InvestmentsProgram 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









Total. (Column (b) should 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









Total. (Column (b) should 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) Amount
Federal Income Taxes
ALLOCATIONS PAYABLE		1,605,671
DUE TO DESIGNATED AGENCIES		141,779







Total. (Column (b) should equal Form 990, Part X, col.(B) line 25.)		1,747,450
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 (ASC740).

Schedule D (Form 990) 2010

Page 4

Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1	Total revenue (Form 990, Part VIII, column (A), line 12) ....................	1	2,585,037
2	Total expenses (Form 990, Part IX, column (A), line 25) .....................	2	2,465,266
3	Excess or (deficit) for the year. Subtract line 2 from line 1 .............	3	119,771
4	Net unrealized gains (losses) on investments ..........................	4	274,377
5	Donated services and use of facilities .............................	5	22,103
6	Investment expenses ...................................	6
7	Prior period adjustments ..................................	7
8	Other (Describe in Part XIV) .................................	8
9	Total adjustments (net). Add lines 4 - 8 .............................	9	296,480
10	Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 .........	10	416,251

Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1	Total revenue, gains, and other support per audited financial statements .......			1	2,971,740
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains on investments ..........	2a	274,377
b	Donated services and use of facilities .........	2b	22,103
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIV): ............	2d	90,223
e	Add lines 2a through 2d .....................			2e	386,703
3	Subtract line 2e from line 1.....................			3	2,585,037
4	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 .	4a
b	Other (Describe in Part XIV): ...........	4b
c	Add lines 4a and 4b.......................			4c
5	Total Revenue. Add lines 3 and 4c. (This should equal Form 990, Part I, line 12.) ......			5	2,585,037

Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1	Total expenses and losses per audited financial statements .............			1	2,555,489
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities ..........	2a
b	Prior year adjustments ..............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIV): ............	2d	90,223
e	Add lines 2a through 2d......................			2e	90,223
3	Subtract line 2e from line 1.....................			3	2,465,266
4	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 ..	4a
b	Other (Describe in Part XIV): ............	4b
c	Add lines 4a and 4b.......................			4c
5	Total expenses. Add lines 3 and 4c. (This should equal Form 990, Part I, line 18.) ......			5	2,465,266

Part XIV

Supplemental Information

Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; 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.

Identifier	Return Reference	Explanation
RECONCILIATION OF CHANGES - OTHER	SCHEDULE D, PAGE 4, PART XI, LINE 8	SPECIAL EVENTS 13,981 EXPENSES ALLOCATED TO RENTAL PROPERTY 76,242 INVESTMENT FEES 0 EXPENSES ALLOCATED TO RENTAL PROPERTY -76,242 SPECIAL EVENTS -13,981 INVESTMENT FEES 0
REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER	SCHEDULE D, PAGE 4, PART XII, LINE 2D	SPECIAL EVENTS 13,981 EXPENSES ALLOCATED TO RENTAL PROPERTY 76,242 INVESTMENT FEES 0
EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER	SCHEDULE D, PAGE 4, PART XIII, LINE 2D	EXPENSES ALLOCATED TO RENTAL PROPERTY 76,242 SPECIAL EVENTS 13,981 INVESTMENT FEES 0

Schedule D (Form 990) 2010

Additional Data

Software ID:
Software Version:

- TIN:

Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

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.
lBullet

Attach to Form 990

OMB No. 1545-0047

2010

Open to Public
Inspection

Name of the organization
BERKSHIRE UNITED WAY INC

Employer identification number
04-2104841

Part I

General Information on Grants and Assistance

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

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. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed ......................... lBullet

(a) Name and address of organization or government	(b) EIN	(c) IRC Code section if applicable	(d) Amount of cash grant	(f) Method of valuation (book, FMV, appraisal, other)	(h) Purpose of grant or assistance
(1) AMERICAN RED CROSS AMERICAN RED CROSS480 WEST STREET 480 WEST STREET PITTSFIELD,MA01201	53-0196605	3	18,000	FMV	WORKFORCE CNA PROG
(2) AMERICAN RED CROSS AMERICAN RED CROSS480 WEST STREET 480 WEST STREET PITTSFIELD,MA01201	53-0196605	3	65,600	FMV	DISASTER SERVICES
(3) BARRINGTON STAGE COMPANY BARRINGTON STAGE COMPANY30 UNION STREET 30 UNION STREET PITTSFIELD,MA01201	04-3263298	3	30,000	FMV	PLAYWRIGHT MENTORING
(4) BERKSHIRE CHILDREN AND FAMILIES BERKSHIRE CHILDREN AND FAMILIES480 WEST STREET 480 WEST STREET PITTSFIELD,MA01201	04-2226238	3	65,000	FMV	EARLY EDUCATION
(5) BERKSHIRE CHILDREN AND FAMILIES BERKSHIRE CHILDREN AND FAMILIES480 WEST STREET 480 WEST STREET PITTSFIELD,MA01201	04-2226238	3	45,000	FMV	FAMILY LITERACY
(6) BERKSHIRE CHILDREN AND FAMILIES BERKSHIRE CHILDREN AND FAMILIES480 WEST STREET 480 WEST STREET PITTSFIELD,MA01201	04-2226238	3	86,000	FMV	YOUNG PARENT SERVICE
(7) BERKSHIRE COMMUNITY ACTION COUNCIL BERKSHIRE COMMUNITY ACTION COUNCIL1531 EAST STREET 1531 EAST STREET PITTSFIELD,MA01201	04-2422074	3	30,000	FMV	IMMIGRANT CENTER
(8) BERKSHIRE COMMUNITY ACTION COUNCIL BERKSHIRE COMMUNITY ACTION COUNCIL1531 EAST STREET 1531 EAST STREET PITTSFIELD,MA01201	04-2422074	3	100,000	FMV	HOUSING AND SHELTER
(9) BERKSHIRE COMMUNITY ACTION COUNCIL BERKSHIRE COMMUNITY ACTION COUNCIL1531 EAST STREET 1531 EAST STREET PITTSFIELD,MA01201	04-2422074	3	20,000	FMV	TENANCY PRESERVATION
(10) BERKSHIRE COMMUNITY ACTION COUNCIL BERKSHIRE COMMUNITY ACTION COUNCIL1531 EAST STREET 1531 EAST STREET PITTSFIELD,MA01201	04-2422074	3	10,000	FMV	ASSET DEVELOPMENT
(11) BERKSHIRE COMMUNITY ACTION COUNCIL BERKSHIRE COMMUNITY ACTION COUNCIL1531 EAST STREET 1531 EAST STREET PITTSFIELD,MA01201	04-2422074	3	15,000	FMV	RECONNECT CENTER
(12) BERKSHIRE COMPACT FOR EDUCATION BERKSHIRE COMPACT FOR EDUCATION375 CHURCH STREET 375 CHURCH STREET NORTH ADAMS,MA01247			10,000	FMV	COLLEGE ASPIRATIONS
(13) BERKSHIRE COUNTY ARC BERKSHIRE COUNTY ARC395 SOUTH STREET 395 SOSUTH STREET PITTSFIELD,MA01201	04-2218928	3	15,000	FMV	YOUTH & FAMILIES
(14) BERKSHIRE COUNTY KIDS PLACE BERKSHIRE COUNTY KIDS PLACE63 WENDELL AVENUE 63 WENDELL AVENUE PITTSFIELD,MA01201	04-3193833	3	40,000	FMV	TRAUMA RECOVERY PROG
(15) BERKSHIRE COUNTY REGIONAL EMP BERKSHIRE COUNTY REGIONAL EMPLOY184 NORTH STREET 184 NORTH STREET PITTSFIELD,MA01201	04-3291395	3	17,000	FMV	INTERNSHIP PROGRAM
(16) BOYS & GIRLS CLUB OF PITTSFIELD BOYS & GIRLS CLUB OF PITTSFIELD16 MELVILLE STREET 16 MELVILLE STREET PITTSFIELD,MA01201	04-2103925	3	40,000	FMV	CHILDREN'S CENTER
(17) BRIEN CENTER BRIEN CENTER1 FENN STREET SUITE 4 1 FENN STREET SUITE 4 PITTSFIELD,MA01201	04-2081870	3	50,000	FMV	WORKPLACE-YOUNG ADUL
(18) BRIEN CENTER BRIEN CENTER1 FENN STREET SUITE 4 1 FENN STREET SUITE 4 PITTSFIELD,MA01201	04-2081870	3	55,000	FMV	SUBSTANCE ABUSE PREV
(19) CENTER FOR PEACE THROUGH CULTURE CENTER FOR PEACE THROUGH CULTURE20 SYLVAN ROAD 20 SYLVAN ROAD GREAT BARRINGTON,MA01230	54-2081431	3	10,000	FMV	GREENAGERS
(20) CENTRAL BERKSHIRE HABITAT FOR HUMAN CENTRAL BERKSHIRE HABITAT FOR HUMAN314 COLUMBUS AVENUE 314 COLUMBUS AVENUE PITTSFIELD,MA01201	04-3157085	3	33,750	FMV	BUILDING FOR TOMORRO
(21) CHILD CARE OF THE BERKSHIRES CHILD CARE OF THE BERKSHIRES210 STATE STREET 210 STATE STREET NORTH ADAMS,MA01247	04-2457299	3	70,000	FMV	PARENTING TEENS
(22) CHILD CARE OF THE BERKSHIRES CHILD CARE OF THE BERKSHIRES210 STATE STREET 210 STATE STREET NORTH ADAMS,MA01247	04-2457299	3	20,000	FMV	EARLY EDUCATION SERV
(23) COMMUNITY HEALTH PROGRAM COMMUNITY HEALTH PROGRAM444 STOCKBRIDGE ROAD 444 STOCKBRIDGE ROAD GREAT BARRINGTON,MA01230	04-2582119	3	20,500	FMV	REFERALS & ASSESSMEN
(24) COMMUNITY LEGAL AID COMMUNITY LEGAL AID405 MAIN STREET 405 MAIN STREET WORCHESTER,MA01608	04-2446242	3	13,000	FMV	LEGAL AID
(25) CONSTRUCT CONSTRUCT41 MAHAIWE STREET 41 MAHAIWE STREET GREAT BARRINGTON,MA01230	23-7099108	3	30,000	FMV	INDEPENDENT LIVING
(26) DALTON COMMUNITY RECREATION ASSOC DALTON COMMUNITY RECREATION ASSOC400 MAIN STREET 400 MAIN STREET DALTON,MA01226	04-2103761	3	27,500	FMV	YOUTH SERVICES
(27) ELDER SERVICES OF BERKSHIRE COUNTY ELDER SERVICES OF BERKSHIRE COUNTY66 WENDELL AVENUE 66 WENDELL AVENUE PITTSFIELD,MA01201	04-2542001	3	25,213	FMV	ELDER MEALS
(28) ELIZABETH FREEMAN CENTER ELIZABETH FREEMAN CENTER43 FRANCIS AVENUE 43 FRANCIS AVENUE PITTSFIELD,MA01201	04-2584551	3	100,000	FMV	ADVOCACY, RELIEF
(29) ELIZABETH FREEMAN CENTER ELIZABETH FREEMAN CENTER43 FRANCIS AVENUE 43 FRANCIS AVENUE PITTSFIELD,MA01201	04-2584551	3	35,000	FMV	SHELTER
(30) ELIZABETH FREEMAN CENTER ELIZABETH FREEMAN CENTER43 FRANCIS AVENUE 43 FRANCIS AVENUE PITTSFIELD,MA01201	04-2584551	3	60,000	FMV	VIOLENCE PREVENTION
(31) GLADYS ALLEN BRIGHAM COMMUNITY CENT GLADYS ALLEN BRIGHAM COMMUNITY CENT165 EAST STREET 165 EAST STREET PITTSFIELD,MA01201	04-2178889	3	77,856	FMV	SCHOOL AGE ENRICHMEN
(32) GLADYS ALLEN BRIGHAM COMMUNITY CENT GLADYS ALLEN BRIGHAM COMMUNITY CENT165 EAST STREET 165 EAST STREET PITTSFIELD,MA01201	04-2178889	3	39,787	FMV	CHILDHOOD EDUCATION
(33) GLADYS ALLEN BRIGHAM COMMUNITY CENT GLADYS ALLEN BRIGHAM COMMUNITY CENT165 EAST STREET 165 EAST STREET PITTSFIELD,MA01201	04-2178889	3	20,000	FMV	YOUTH LEADERSHIP
(34) GLADYS ALLEN BRIGHAM COMMUNITY CENT GLADYS ALLEN BRIGHAM COMMUNITY CENT165 EAST STREET 165 EAST STREET PITTSFIELD,MA01201	04-2178889	3	36,700	FMV	YOUTH EMPOWERMENT
(35) LEE YOUTH ASSOCIATION LEE YOUTH ASSOCIATIONACADEMY STREET ACADEMY STREET LEE,MA01238	04-2700427	3	24,000	FMV	PRESCHOOL
(36) LEE YOUTH ASSOCIATION LEE YOUTH ASSOCIATIONACADEMY STREET ACADEMY STREET LEE,MA01238	04-2700427	3	9,064	FMV	BEFORE/AFTER SCHOOL
(37) LEE YOUTH ASSOCIATION LEE YOUTH ASSOCIATIONACADEMY STREET ACADEMY STREET LEE,MA01238	04-2700427	3	19,000	FMV	TEEN PROGRAM
(38) LITERACY VOLUNTEERS OF BERKSHIRE CO LITERACY VOLUNTEERS OF BERKSHIRE CO1 WENDELL AVENUE 1 WENDELL AVENUE PITTSFIELD,MA01201	04-3244191	3	8,500	FMV	LITERACY VOLUNTEERS
(39) PEDIATRIC DEVELOPMENT CENTER PEDIATRIC DEVELOPMENT CENTER388 COLUMBUS AVENUE EXTENSION 388 COLUMBUS AVENUE EXTENSION PITTFIELD,MA01201	04-2776797	3	26,800	FMV	PLAY & LEARN PROGRAM
(40) PITTSFIELD FAMILY YMCA PITTSFIELD FAMILY YMCA292 NORTH STREET 292 NORTH STREET PITTSFIELD,MA01201	04-2104837	3	15,000	FMV	INFANT/TODDLER PROG
(41) RAILROAD STREET YOUTH PROJECT RAILROAD STREET YOUTH PROJECT60 BRIDGE STREET 60 BRIDGE STREET GREAT BARRINGTON,MA01230	00-0707375	3	30,000	FMV	YOUTH DEVELOPMENT
(42) RAILROAD STREET YOUTH PROJECT RAILROAD STREET YOUTH PROJECT60 BRIDGE STREET 60 BRIDGE STREET GREAT BARRINGTON,MA01230	00-0707375	3	20,000	FMV	APPRENTICESHIPS
(43) SALVATION ARMY OF PITTSFIELD SALVATION ARMY OF PITTSFIELD30 WEST STREET 30 WEST STREET PITTSFIELD,MA01201	13-5562351	3	46,500	FMV	SOCIAL SERVICES
(44) SALVATION ARMY OF PITTSFIELD SALVATION ARMY OF PITTSFIELD30 WEST STREET 30 WEST STREET PITTSFIELD,MA01201	13-5562351	3	20,000	FMV	YOUTH & COMMUNITY
(45) UNITED CEREBRAL PALSY OF BC UNITED CEREBRAL PALSY OF BK742 NORTH STREET 742 NORTH STREET PITTSFIELD,MA01201	04-2173060	3	12,000	FMV	SELF SUFFICIENCY
(46) UNITED CEREBRAL PALSY OF BC UNITED CEREBRAL PALSY OF BK742 NORTH STREET 742 NORTH STREET PITTSFIELD,MA01201	04-2173060	3	5,400	FMV	EDUCATION ADVOCACY
(47) UNITED CEREBRAL PALSY OF BC UNITED CEREBRAL PALSY OF BK742 NORTH STREET 742 NORTH STREET PITTSFIELD,MA01201	04-2173060	3	20,000	FMV	YOUTH SKILL BUILDING
(48) BERKSHIRE REGIONAL PLANNING COMM BERKSHIRE REGIONAL PLANNING COMM1 FENN STREET SUITE 201 1 FENN STREET SUITE 201 PITTSFIELD,MA01201	04-2430187	3	30,543	FMV	DATA COLLECTION
(49) MASS ALLIANCE ON TEEN PREGNANCY MASS ALLIANCE ON TEEN PREGNANCY105 CHAUNCY STREET 105 CHAUNCY STREET BOSTON,MA02111	22-2540285	3	12,730	FMV	TEEN PREGNANCY PREV

Enter total number of section 501(c)(3) and government organizations ......................... Bullet Image

Enter total number of other organizations ................................ . Bullet Image

For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2010

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.
Use Schedule I-1 (Form 990) 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

Part IV

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

Identifier	Return Reference	Explanation

Schedule I (Form 990) 2010

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.

OMB No. 1545-0047

2010

Open to Public
Inspection

Name of the organization

BERKSHIRE UNITED WAY INC

Employer identification number

04-2104841

Identifier	Return Reference	Explanation
THIRD ACHIEVEMENT DESCRIPTION	FORM 990, PAGE 2, PART III, LINE 4C	INCLUDED THE MOST RECENTLY AVAILABLE BERKSHIRE COUNTY MCAS RESULTS, WHICH INDICATED THAT ONLY ABOUT 60% OF OUR THIRD GRADERS ARE PROFICIENT IN ENGLISH AND MATH. DETERMINED TO SIGNIFICANTLY INCREASE BERKSHIRE COUNTY'S PROFICIENCY, BERKSHIRE PRIORITIES IS TODAY ASSESSING BEST PRACTICE OPTIONS,FORMULATING A MAP OF EXISTING LOCAL RESOURCES, AND GATHERING KEY LOCAL DATA IN ORDER TO MOBILIZE THE COMMUNITY FOR ACTION. 2.THE EARLY CHILDHOOD EDUCATION THINK TANK IS WORKING TO PROMOTE, SUPPORT AND MAKE HIGH-QUALITY EARLY CHILDHOOD EDUCATION AVAILABLE TO EVERY CHILD THROUGHOUT BERKSHIRE COUNTY. THE EARLY CHILDHOOD TEAM JUMP-STARTED THEIR EFFORTS WITH CHILDHOOD LITERACY ACTIVITIES LIKE THE RECENT COUNTY- WIDE"WEE READ" EVENT AND EFFORTS TO MAKE BERKSHIRE COUNTY A "REACH OUT AND READ" BOOK END COUNTY, WHERE EVERY PEDIATRICIAN PROVIDES A BOOK TO CHILDREN AT WELL-CHILD VISITS FROM BIRTH TO AGE FIVE, AND IS NOW FORMULATING A COMPREHENSIVE STRATEGY. 3.THE PITTSFIELD PREVENTION PARTNERSHIP (PPP) AND BERKSHIRE YOUTH DEVELOPMENT ARE ALL ABOUT YOUTH AND ADULT EDUCATION TO PROMOTE SAFE BEHAVIORS IN OUR YOUNG PEOPLE. SOME PPP ACTIVITIES INCLUDE "SHOULDER TAPS" SURVEYS IN WHICH TEENS, ACCOMPANIED BY A DISCRETELY LOCATED POLICE OFFICER, TEST ADULT WILLINGNESS TO PURCHASE ALCOHOL FOR THEM. PPP ALSO PLAYED A KEY ROLE IN THE HIGHLY SUCCESSFUL BERKSHIRE COUNTY PRESCRIPTION ROUND-UP, WHICH COLLECTED AND SAFELY DISPOSED 1,000 POUNDS OF PRESCRIPTION DRUGS. THEY CONDUCTED "SAFE PROM" PRESENTATIONS, PARTICIPATE IN THE TEEN PREGNANCY PREVENTION INITIATIVE AND HELPED COMPILE RESULTS OF THE 2011 PREVENTIONNEEDS ASSESSMENT SURVEY, WHICH MEASURES YOUTH RISK AND PROTECTIVE FACTORS AND IS A CRITICAL TOOL FOR CREATING STRATEGIES TO ADDRESS AREAS OF CONCERN AND FOR MEASURING IMPACT OVER TIME. 4.THE TEEN PREGNANCY PREVENTION INITIATIVE IS MADE UP OF COMMUNITY MEMBERS AND PRACTITIONERS IN EDUCATION, HEALTH CARE AND SOCIAL SERVICES CONCERNED ABOUT ALARMINGLY HIGH AND INCREASING LOCAL TEEN PREGNANCY RATES. THE TEEN BIRTH RATE IN PITTSFIELD INCREASED BY 41.3% BETWEEN 1996 AND 2009 AND IN NORTH ADAMS IT INCREASED 28%. DURING THE SAME TIME PERIOD, THE STATE RATE DECREASED 31.2%. TO UNDERSTAND LOCAL PERCEPTIONS, OUR TEAM SURVEYED 900 YOUTH AND ADULTS THROUGHOUT BERKSHIRE COUNTY WHO RECOMMENDED THREE KEY ACTIONS: 1) ACCESS TO COMPREHENSIVE SEXUALITY EDUCATION THAT GOES BEYOND THE "SEX TALK" TO HELPING YOUTH NAVIGATE PERSONAL RELATIONSHIPS; 2) ACCESS TO CONDOMS AND OTHER CONTRACEPTIVES DURING HOURS AND IN LOCATIONS YOUTH FREQUENT AND FEEL SAFE; AND 3) ENSURING YOUTH PERCEIVE OPPORTUNITY AND HOPE FOR A BRIGHT FUTURE. OVER 100 CONCERNED CITIZENS ATTENDED OUR FIRST COMMUNITY CONVERSATION IN PITTSFIELD IN APRIL. THREE WORK GROUPS ARE MEETING TO DEVELOP AND IMPLEMENT STRATEGIES ADDRESSING THE THREE KEY ACTIONS. 5.MASS 2-1-1 IS AN ORGANIZATION SUPPORTED BY ALL MASSACHUSETTS UNITED WAYS AND SEVERAL STATE DEPARTMENTS. MASS 2-1-1 IS STAFFED BY INFORMATION AND REFERRAL SPECIALISTS (MAIRS). IT WAS ESTABLISHED TO PROVIDE AN ESSENTIAL LINK BETWEEN THOSE WHO NEED HELP AND THOSE WHO PROVIDE IT. MASS 2-1-1 IS A STATEWIDE NUMBER THAT PEOPLE CAN CALL FOR NON-EMERGENCY INFORMATION AND REFERRAL. EVERY DAY, SOMEONE SOMEWHERE IN MASSACHUSETTS NEEDS TO FIND ESSENTIAL COMMUNITY SERVICES, EVERYTHING FROM FINDING AN AFTER SCHOOL PROGRAM, LOCATING A FOOD PANTRY OR SOUP KITCHEN, OBTAINING UTILITIES OR FUEL ASSISTANCE, OR SECURING CARE FOR AN AGING PARENT. MASS 2-1-1 IS ALSO AN OFFICIAL STATE CONDUIT FOR INFORMATION IN THE EVENT OF A COMMUNITY LEVEL DISASTER OR EMERGENCY. 6.BERKSHIRE BENCHMARKS AND THE BERKSHIRE REGIONAL PLANNING COMMISSION SUPPLY BERKSHIRE UNITED WAY WITH DATA COLLECTION AND ANALYSIS ASSISTANCE. STARTING IN 2009, BASELINE DATA ON COMMUNITY CONDITIONS WAS COMPILED AND SHARED AND IS NOW UPDATED EACH YEAR. THIS ALLOWS FOR MEASURING AND REPORTING CHANGES IN COMMUNITY CONDITIONS OVER TIME AND ENSURES ACCOUNTABILITY FOR BERKSHIRE UNITED WAY, ITS FUNDED PARTNERS AND THE COMMUNITY. LEARN MORE ABOUT COMMUNITY CONDITIONS AT WWW.BERKSHIREBENCHMARKS.ORG.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990	FORM 990, PAGE 6, PART VI, LINE 11B	A COPY OF FORM 990 IS DISTRIBUTED TO STAFF, THE FINANCE AND AUDIT COMMITTEES, AND THE FULL BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING.
ENFORCEMENT OF CONFLICTS POLICY	FORM 990, PAGE 6, PART VI, LINE 12C	THE CODE OF ETHICS IS DISTRIBUTED ANNUALLY. WITHIN THIS DOCUMENT IS THE BERKSHIRE UNITED WAY CONFLICT OF INTEREST POLICY. STAFF, VOLUNTEERS, COMMITTEE MEMBERS, AND BOARD OF DIRECTORS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM WHICH ASKS ABOUT OTHER COMMITTEES, BOARD MEMBERSHIP AS WELL AS ANY OTHER CONFLICTS SUCH AS FAMILY RELATIONSHIPS. THESE DOCUMENTS ARE REVIEWED BY SEVERAL STAFF MEMBERS TO DETERMINE IF FURTHER ACTION IS REQUIRED. AS INDIVIDUALS ARE NOMINATED TO COMMITTEES OR ASSIGNED TASKS, THESE DOCUMENTS ARE USED TO ENSURE THAT ANY CONFLICTS, REAL OR PERCEIVED, ARE IDENTIFIED. THE POLICY WAS REVIEWED AND UPDATED IN SEPTEMBER, 2010 TO INCLUDE CIRCUMSTANCES WHERE COMMUNITY INVESTMENTS ARE VOTED ON AT BOARD MEETINGS.
COMPENSATION PROCESS FOR TOP OFFICIAL	FORM 990, PAGE 6, PART VI, LINE 15A	THE ORGANIZATION USES SALARY DATA FROM THE UNITED WAY WORLDWIDE AS WELL AS THE LOCAL MARKET. THESE SALARIES ARE REVIEWED BY THE HUMAN RESOURCE COMMITTEE AND APPROVED BY THE BOARD. ALL PROSPECTIVE EMPLOYEES ARE INTERVIEWED BY THE DIRECT SUPERVISOR OF THE POSITION BEING HIRED AND APPROPRIATE OTHER STAFF, THE CEO AND/OR BOARD MEMBERS DEPENDING ON THE POSITION. THE BOARD APPROVED A NEW SALARY STRUCTURE AND COMPENSATION POLICY IN OCTOBER, 2009 BASED ON UNITED WAY WORLDWIDE AND LOCAL DATA.
COMPENSATION PROCESS FOR OFFICERS	FORM 990, PAGE 6, PART VI, LINE 15B	THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS DETERMINES THE SALARY OF THE CEO. THE COMPENSATION IS BASED ON SALARY DATA FROM THE UNITED WAY WORLDWIDE AS WELL AS THE LOCAL MARKET. THE FULL BOARD OF DIRECTORS IS INFORMED OF THE DATA AND DECISIONS MADE FOR CEO COMPENSATION.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION	FORM 990, PAGE 6, PART VI, LINE 19	THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST TO THE PUBLIC. THE FEDERAL FORM 990, AUDITED FINANCIAL STATEMENTS, AND ANNUAL REPORT ARE ALSO AVAILABLE ON THE ORGANIZATION'S WEBSITE.

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

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2010

Additional Data

Software ID:
Software Version: