TY 2011 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

2011

Open to Public Inspection

A For the calendar year, or tax year beginning 07-01-2011 and ending 06-30-2012

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

CName of organization
UNITED WAY OF THE BLUEGRASS INC

Doing Business As

Number and street (or P.O. box if mail is not delivered to street address)
2480 Fortune Drive

Room/suite

City or town, state or country, and ZIP + 4
Lexington, KY40509

D Employer identification number

61-0444679

E Telephone number

G Gross receipts $ 6,939,624

F Name and address of principal officer:
WILLIAM W FARMER PRESIDENT
2480 Fortune Drive
Lexington,KY40509

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

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

Website:

WWW.UWBG.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: 1955

M State of legal domicile: KY

Part I

Summary

1	Briefly describe the organization’s mission or most significant activities: OUR MISSION IS POWERFUL: UNITED WAY OF THE BLUEGRASS IMPROVES LIVES BY MOBILIZING THE CARING POWER OF COMMUNITIES. (PLEASE SEE SCHEDULE O FOR CLARIFICATION OF COMPARISON BETWEEN PRIOR AND CURRENT YEAR FINANCIAL INFORMATION)
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a).....	3	25
4	Number of independent voting members of the governing body (Part VI, line 1b) ....	4	25
5	Total number of individuals employed in calendar year 2011 (Part V, line 2a) ...	5	94
6	Total number of volunteers (estimate if necessary) ....	6	725
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ..	7a	0
b	Net unrelated business taxable income from Form 990-T, line 34 ..	7b

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	440,886	5,465,764
9	Program service revenue (Part VIII, line 2g) .........	0	25,861
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	168,281	298,380
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	48,970	55,409
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)...................	658,137	5,845,414
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	18,840	3,641,026
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	701,300	1,524,460
16a	Professional fundraising fees (Part IX, column (A), line 11e).....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 1,021,832
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f)....	466,975	1,007,895
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	1,187,115	6,173,381
19	Revenue less expenses. Subtract line 18 from line 12.......	-528,978	-327,967
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	6,383,431	6,216,566
21	Total liabilities (Part X, line 26).............	237,391	470,346
22	Net assets or fund balances. Subtract line 21 from line 20.....	6,146,040	5,746,220

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 use only

Print/type preparer's name

Preparer's signature

Date

Check if
self-employed

PTIN

Firm's name Right pointing arrowhead image

Firm's EIN Right pointing arrowhead image

Firm's address Right pointing arrowhead image

Phone no.

May the IRS discuss this return with the preparer shown above? See instructions ......... bullet

YesNo

For Paperwork Reduction Act Notice, see the separate instructions.

Cat. No. 11282Y

Form 990 (2011)

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: OUR MISSION IS POWERFUL. UNITED WAY OF THE BLUEGRASS IMPROVES LIVES BY MOBILIZING THE CARING POWER OF COMMUNITIES. (CONTINUED IN SCHEDULE O)

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 organization’s program service accomplishments for each of its three largest program services, as measured 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 $ 3,726,343 including grants of $ 3,173,160 ) (Revenue $ 25,861 )
	UNITED WAY'S COMMUNITY IMPACT FUND TACKLES COMMUNITY ISSUES THROUGH INNOVATIVE PROGRAMMING, DYNAMIC APPROACHES AND PROVEN STRATEGIES TO CREATE LASTING CHANGE IN CENTRAL KENTUCKY IN UNITED WAY'S PRIORITY AREAS - EDUCATION, INCOME AND HEALTH. PARTNERING AGENCY PROPOSALS WERE EVALUATED, SCORED, REVIEWED AND VETTED BY COMMUNITY VOLUNTEERS AFTER BEING REVIEWED BY COMMUNITY EXPERTS IN EDUCATION, INCOME AND HEALTH. $3.079 MILLION WAS INVESTED IN 146 PROGRAMS THROUGH 86 AGENCIES IN LONG-TERM SOLUTIONS THAT GET AT THE ROOT CAUSE OF COMMUNITY PROBLEMS IN THE PRIORITY AREAS. PROGRAMS ARE FUNDED ON A THREE-YEAR GRANT CYCLE AND ARE ASSESSED MULTIPLE TIMES ANNUALLY.

4b	(Code: ) (Expenses $ 357,277 including grants of $ 172,665 ) (Revenue $ )
	BACK ON TRACK, AN ASSETS FOR INDEPENDENCE PROGRAM, IS MADE POSSIBLE FROM A FIVE-YEAR GRANT FROM THE OFFICE OF COMMUNITY SERVICE AT THE US DEPARTMENT OF HEALTH AND HUMAN SERVICES. BACK ON TRACK ENABLES UP TO 425 LOW-INCOME INDIVIDUALS AND FAMILIES IN CENTRAL KENTUCKY TO ACCUMULATE RESOURCES FOR LONG-TERM STABILITY THROUGH A MATCHED SAVINGS PROGRAM CALLED INDIVIDUAL DEVELOPMENT ACCOUNTS (IDAS). LOW-INCOME WORKING ADULTS WHO QUALIFY CAN USE THEIR SAVINGS AND THE MATCH FOR ONE OF THREE ASSET ACQUISITIONS: PURCHASING A FIRST HOME, STARTING A SMALL BUSINESS OR CONTINUING THEIR EDUCATION. IN ADDITION, PARTICIPANTS ARE REQUIRED TO ATTEND TRAININGS AND PROGRAMS TO LEARN HOW TO BEST USE THE NEW ASSET. AS OF JUNE 30, 2012 130 HAVE ENROLLED IN THE PROGRAM.

4c	(Code: ) (Expenses $ 244,079 including grants of $ 0 ) (Revenue $ 1,770 )
	UNITED WAY 2-1-1 IS AN EASY TO REMEMBER PHONE NUMBER THAT MAKES A CRITICAL CONNECTION BETWEEN INDIVIDUALS AND FAMILIES SEEKING SERVICES OR VOLUNTEER OPPORTUNITIES AND THE APPROPRIATE COMMUNITY-BASED ORGANIZATION, PROGRAM AND GOVERNMENT AGENCIES THAT CAN HELP THEM. UNITED WAY 2-1-1 MAKES IT POSSIBLE FOR PEOPLE TO NAVIGATE THE COMPLEX AND EVER-GROWING MAZE OF HUMAN SERVICE AGENCIES AND PROGRAMS. EASY ACCESS TO SERVICES ENCOURAGES PREVENTION AND FOSTERS SELF-SUFFICIENCY. BETWEEN JULY 1, 2011 AND JUNE 30, 2012, UNITED WAY 2-1-1 ASSISTED 26,421 CALLERS.

	(Code: ) (Expenses $ 452,876 including grants of $ 295,201 ) (Revenue $ 53,639 )
	THE CENTRAL KENTUCKY ECONOMIC EMPOWERMENT PROJECT (CKEEP) IS A COALITION OF COMMUNITY AGENCIES AND VOLUNTEERS LED BY UNITED WAY OF THE BLUEGRASS. CKEEP PROVIDES FREE TAX PREPARATION TO LOW-INCOME FAMILIES, RAISES AWARENESS ABOUT THE EARNED INCOME TAX CREDIT AND HELPS FAMILIES BUILD ASSETS. CKEEP IS A VOLUNTEER INCOME TAX ASSISTANCE (VITA) PROGRAM AND WORKS IN PARTNERSHIP WITH THE IRS. FROM JANUARY - APRIL 2012, CKEEP PREPARED 3,481 STATE AND 3,875 FEDERAL TAX RETURNS AND HELPED FAMILIES CLAIM OVER $5.7 MILLION IN FEDERAL TAX RETURNS. TRAILBLAZERS IS A PROGRAM THAT WORKS TO IMPROVE THE ACADEMIC AND PERSONAL DEVELOPMENT OF YOUTH IN ANDERSON, CLARK, SCOTT, AND WOODFORD COUNTIES. MADE POSSIBLE BY A THREE-YEAR RETIRED SENIOR VOLUNTEER PROGRAM (RSVP) GRANT FROM THE CORPORATION FOR NATIONAL AND COMMUNITY SERVICE, THE PROGRAM RECRUITS RETIRED AND SENIOR VOLUNTEERS (AGE 55+) TO SERVE AS MENTORS AND TUTORS IN IN-SCHOOL AND OUT-OF-SCHOOL PROGRAMS. WITH A GOAL OF 150 VOLUNTEERS, TRAILBLAZERS HAD 109 VOLUNTEERS WORKING IN THOSE COUNTIES BETWEEN JULY 1, 2011 AND JUNE 30, 2012. THE STEM (SCIENCE, TECHNOLOGY, EDUCATION, MATH) ACADEMY IS PART OF THE BLACK MALES WORKING (BMW) PROGRAM. THE STEM ACADEMY EDUCATES, MOTIVATES AND ACTIVATES THE POTENTIAL FOR EXCELLENCE IN 60 SCHOOL-AGED AFRICAN AMERICAN MALES. PARTICIPANTS RECEIVE STEM FOCUSED PROGRAMMING AS WELL AS A FOCUS ON DEVELOPING THE WHOLE CHILD - ACADEMIC, BEHAVIORAL, SOCIAL AND EMOTIONAL DEVELOPMENT ARE ALL PRIORITIES. GET ON BOARD IS AN INITIATIVE TO TRAIN, RECRUIT, PLACE AND RETAIN UNDERREPRESENTED INDIVIDUALS ON NON-PROFIT BOARDS OF DIRECTORS IN CENTRAL KENTUCKY. GET ON BOARD INCREASES DIVERSITY ON GOVERNING BOARDS THEREFORE STRENGTHENING EFFECTIVES AND BUILDING A STRONGER COMMUNITY. THE ANNUAL CLASS MEETS FOR TEN WEEKS, IS FREE OF CHARGE AND IS BY APPLICATION ONLY. 228 HAVE GRADUATED FROM THE PROGRAM SINCE ITS INCEPTION, 21 PARTICIPATED IN THE SPRING 2012 CLASS. THE VOLUNTEER CENTER AT UNITED WAY OF THE BLUEGRASS LINKS VOLUNTEER GROUPS AND INDIVIDUALS WITH OPPORTUNITIES TO SERVE THE COMMUNITY. THE VOLUNTEER CENTER IS COMMITTED TO EMPOWERING AGENCIES TO USE VOLUNTEERS EFFECTIVELY, ADVOCATING FOR VOLUNTEERISM AND INCREASING THE NUMBER OF VOLUNTEERS IN OUR COMMUNITY. UNITED WAY OF THE BLUEGRASS IS COMMITTED TO ADVANCING AND PROMOTING EARLY CHILDHOOD EDUCATION THROUGH AGES AND STAGES (FREE SERVICE TO DETERMINE A CHILD'S APPROPRIATE DEVELOPMENTAL MILESTONES), COUNTDOWN TO KINDERGARTEN (A PROGRAM THAT BUILDS ENTHUSIASM FOR CHILDREN ENTERING KINDERGARTEN) AND BORN LEARNING (PROMOTING EARLY LEARNING OPPORTUNITIES FOR ALL CHILDREN). THE STEM (SCIENCE, TECHNOLOGY, ENGINEERING, MATH) INFUSION PROGRAM IN MADISON COUNTY IS SUPPORTED THROUGH A PARTNERSHIP WITH UNITED WAY OF THE BLUEGRASS AND MADISON COUNTY SCHOOLS WITH FUNDING FROM THE AMERICAN HONDA FOUNDATION. THE PROGRAM BUILDS AWARENESS, INTEREST AND SUPPORT FOR STUDENTS' PURSUIT OF STEM RELATED CAREERS THROUGH OUT-OF-CLASSROOM OPPORTUNITIES FOR FUN, RELEVANT, HANDS-ON LEARNING. STEM INFUSION PROVIDES A NUMBER OF OPPORTUNITIES FOR MADISON COUNTY MIDDLE SCHOOL STUDENTS DURING THE SUMMER AND SCHOOL YEAR. THIS INCLUDES SUMMER CAMPS FOR 56 STUDENTS, OVERNIGHT 'LOCK-IN CHALLENGES' FOR 55 STUDENTS AND FRIDAY FAMILY NIGHTS FOR 77 FAMILIES. STUDENTS ALSO EXPERIENCE REAL-WORLD APPLICATIONS OF STEM THROUGH VISITING LOCAL CORPORATIONS SPECIALIZING IN RELATED WORK, JOB SHADOWING OPPORTUNITIES AND A STEM FOCUSED CAREER FAIR.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ 452,876 including grants of $ 295,201 ) (Revenue $ 53,639 )
4e	Total program service expenses$ 4,780,575

Form 990 (2011)

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 for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete Schedule D, Part I....................

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...

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

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

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

Yes

Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, 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.

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.

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.

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

Yes

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

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, investment, and program service activities outside the United States or aggregate foreign investments valued at $100,000 or more? 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.......... Click to see attachment

Yes

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

20a

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

20a

If “Yes” to line 20a, did the organization attach a copy of its audited financial statement to this return? Note. All Form 990 filers that operated one or more hospitals must attach audited financial statements.

20b

Form 990 (2011)

Page 4

Part IV

Checklist of Required Schedules (continued)

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

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 employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? 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 Click to see attachment

Yes

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

35a

Did the organization have a controlled entity within the meaning of section 512(b)(13)?

35a

If ‘Yes’ to line 35a, 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...

35b

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 (2011)

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

Yes

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

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

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

Yes

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

Yes

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 (2011)

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
If the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.

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? .

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

Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? .................

Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ............

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

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

10a

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

10b

11a

Has the organization provided a complete 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

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

12a

Yes

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

12b

Yes

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

12c

Yes

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

Yes

Did 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

If "Yes," to line 15a or 15b, describe the process in Schedule O (see instructions).

16a

Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................

16a

If “Yes,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard 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 made these available. Check all that apply.

Own website Another's website Upon request

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

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

JILL JOHNSON
2400 READING ROAD
CINCINNATI,OH45202
(513) 762-7100

Form 990 (2011)

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 (do not check more than one box, unless person is both an officer and a director/trustee)		(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) GREGORY L DIXON BOARD CHAIR	4.00	X	X	0	0	0
(2) KATHY JAEGER TREASURER	4.00	X	X	0	0	0
(3) BARRY A STUMBO DIRECTOR	1.00	X		0	0	0
(4) CHARLES E REDWINE DIRECTOR	1.00	X		0	0	0
(5) CHERYL NORTON DIRECTOR	1.00	X		0	0	0
(6) CHRISTOPHER A THOMPSON DIRECTOR	1.00	X		0	0	0
(7) DAVID A WASH JR DIRECTOR	1.00	X		0	0	0
(8) DEBRA S MILLER DIRECTOR	1.00	X		0	0	0
(9) DR JAMES E CONNEELY DIRECTOR	1.00	X		0	0	0
(10) DR SIDNEY T GAMBILL DIRECTOR	1.00	X		0	0	0
(11) HARRY T RICHART III DIRECTOR-PAST BRD CHAIR	2.00	X		0	0	0
(12) JANET BEARD DIRECTOR	1.00	X		0	0	0
(13) KIMBERLY P WILSON DIRECTOR	1.00	X		0	0	0
(14) LANCE MANN DIRECTOR-AUDIT COMMITTEE CHAIR	2.00	X		0	0	0
(15) LINDA BALL DIRECTOR	1.00	X		0	0	0
(16) LU S YOUNG DIRECTOR	1.00	X		0	0	0
(17) MAYOR RUSSELL MEYER DIRECTOR	1.00	X		0	0	0

Form 990 (2011)

Page 8

Part VII

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

(A) Name and Title	(B) Average hours per week (describe hours for related organizations in Schedule O)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)		(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) MICHAEL S HOCKENSMITH DIRECTOR	1.00	X		0	0	0
(19) MICHELE D RIPLEY DIRECTOR	1.00	X		0	0	0
(20) PATRICK T BREWER DIRECTOR- COMMUNITY INVESTMENT CHAIR	1.00	X		0	0	0
(21) ROBERT A CLAYTON DIRECTOR	1.00	X		0	0	0
(22) ROBERT J KAIN DIRECTOR	1.00	X		0	0	0
(23) SARAH S GLENN DIRECTOR	1.00	X		0	0	0
(24) TYRONE D TYRA DIRECTOR	1.00	X		0	0	0
(25) WILLIAM H WILSON DIRECTOR	1.00	X		0	0	0
(26) VICKI SEALE VP FINANCE	50.00		X	57,421	0	8,401
(27) WILLIAM FARMER PRESIDENT/CEO - BRD SECRETARY	50.00		X	119,612	0	23,662

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)............	177,033	0	32,063

Total number of individuals (including but not limited to those listed above) who received more than $100,000 of 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. Report compensation for the calendar year ending with or within the organization’s tax year.

(A) Name and business address	(B) Description of services	(C) Compensation





2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 0

Form 990 (2011)

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		44,946
d	Related organizations...1d
e	Government grants (contributions)1e

f	All other contributions, gifts, grants, and similar amounts not included above1f		5,420,818
g	Noncash contributions included in lines 1a-1f:$ 362,889
h	Total. Add lines 1a-1f.......			5,465,764
			Business Code
2a	OUTSIDE DESIGN AND ADMINISTRATION		561,000	25,861	25,861
b
c
d
e
f	All other program service revenue .			0	0	0	0
g	Total. Add lines 2a–2f........			25,861
3	Investment income (including dividends, interest
	and other similar amounts).....			94,521			94,521
4	Income from investment of tax-exempt bond proceeds..			0
5	Royalties............			0
		(i) Real	(ii) Personal
6a	Gross rents
b	Less: rental expenses
c	Rental income or (loss)	0	0
d	Net rental income or (loss).......			0
		(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	1,284,939
b	Less: cost or other basis and sales expenses	1,081,080
c	Gain or (loss)	203,859	0
d	Net gain or (loss)..........			203,859			203,859
8a	Gross income from fundraising events (not including $ 44,946 of contributions reported on line 1c). See Part IV, line 18 ...
	a		13,130
b	Less: direct expenses ...b		13,130
c	Net income or (loss) from fundraising events..			0			0
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...			0
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..			0
Miscellaneous Revenue			Business Code
11a	MISCELLANEOUS		900,099	55,409	55,409
b
c
d	All other revenue ....			0	0	0	0
e	Total. Add lines 11a–11d ......			55,409
12	Total revenue. See Instructions....			5,845,414	81,270	0	298,380

Form 990 (2011)

Page 10

Part IX

Statement of Functional Expenses

Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Check if Schedule O contains a response to any question in this Part IX. .........

Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part VIII.		(A) Total expenses	(B) Program service expenses	(C) Management and general expenses	(D) Fundraising expenses
1	Grants and other assistance to governments and organizations in the United States. See Part IV, line 21	3,641,026	3,641,026
2	Grants and other assistance to individuals in the United States. See Part IV, line 22	0
3	Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16	0
4	Benefits paid to or for members	0
5	Compensation of current officers, directors, trustees, and key employees ....	215,908	66,789	36,640	112,479
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....	0
7	Other salaries and wages	1,026,539	457,164	69,073	500,302
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	64,485	24,217	11,303	28,965
9	Other employee benefits .......	125,233	63,146	18,827	43,260
10	Payroll taxes ...........	92,295	39,890	8,037	44,368
11	Fees for services (non-employees):
a	Management ......	0
b	Legal .........	0
c	Accounting ...........	17,001		17,001
d	Lobbying ...........	0
e	Professional fundraising. See Part IV, line 17..	0
f	Investment management fees ......	35,236		35,236
g	Other ..........	346,401	208,995	13,419	123,987
12	Advertising and promotion ....	154,437	77,303	35,058	42,076
13	Office expenses .......	154,935	87,968	29,916	37,051
14	Information technology ......	0
15	Royalties ..	0
16	Occupancy ...........	94,170	48,400	12,895	32,875
17	Travel ............	36,364	11,662	2,063	22,639
18	Payments of travel or entertainment expenses for any federal, state, or local public officials ......	0
19	Conferences, conventions, and meetings ....	17,279	12,632	669	3,978
20	Interest ...........	0
21	Payments to affiliates .......	0
22	Depreciation, depletion, and amortization .....	30,695	16,269	3,376	11,050
23	Insurance ..............	11,618	4,034	5,253	2,331
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24f. If line 24f amount exceeds 10% of line 25, column (A) amount, list line 24f expenses on Schedule O.)
a	DUES AND SUBSCRIPTIONS	82,836	11,383	60,464	10,989
b	EQUIPMENT REPAIRS	10,740	2,954	4,933	2,853
c	BOARD/STAFF DEVELOPMENT	5,162	3,644	0	1,518
d
e
f	All other expenses	11,021	3,099	6,811	1,111
25	Total functional expenses. Add lines 1 through 24f	6,173,381	4,780,575	370,974	1,021,832
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).	0

Form 990 (2011)

Page 11


				(A) Beginning of year		(B) End of year
1	Cashnon-interest-bearing ..........			398,092	1	384,660
2	Savings and temporary cash investments .......			647,620	2	150,836
3	Pledges and grants receivable, net .........			1,913,947	3	1,912,178
4	Accounts receivable, net .........			38,304	4	132,126
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 ............			8,740	9	10,331
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	314,976
b	Less: accumulated depreciation. .....	10b	269,915	46,183	10c	45,061
11	Investments—publicly traded securities ..........			3,293,533	11	3,347,354
12	Investments—other securities. See Part IV, line 11 ......				12	0
13	Investments—program-related. See Part IV, line 11 ..				13	0
14	Intangible assets .........				14
15	Other assets. See Part IV, line 11 ...........			37,012	15	234,020
16	Total assets. Add lines 1 through 15 (must equal line 34)...			6,383,431	16	6,216,566
17	Accounts payable and accrued expenses .			94,534	17	102,518
18	Grants payable ..........			142,857	18	171,595
19	Deferred revenue ..........				19
20	Tax-exempt bond liabilities ..........				20
21	Escrow or custodial account liability. Complete Part IV of Schedule D..				21
22	Payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
	persons. Complete Part II of Schedule L..........				22
23	Secured mortgages and notes payable to unrelated third parties ..				23
24	Unsecured notes and loans payable to unrelated third parties ....				24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.....			0	25	196,233
26	Total liabilities. Add lines 17 through 25.....			237,391	26	470,346
	Organizations that follow SFAS 117, check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets .....			5,873,826	27	5,491,276
28	Temporarily restricted net assets .....			182,214	28	164,944
29	Permanently restricted net assets .....			90,000	29	90,000
	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 .....			6,146,040	33	5,746,220
34	Total liabilities and net assets/fund balances .....			6,383,431	34	6,216,566

Form 990 (2011)

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) ...

5,845,414

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

6,173,381

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

-327,967

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

6,146,040

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

-71,853

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

5,746,220

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?....

Yes

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

Yes

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

Yes

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 (2011)

Additional Data

Software ID:	11000230
Software Version:	v2011.1.0

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

2011

Open to Public
Inspection

Name of the organization

UNITED WAY OF THE BLUEGRASS INC

Employer identification number

61-0444679

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) 2011

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) 2007	(b) 2008	(c) 2009	(d) 2010	(e) 2011	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....	7,097,404	6,166,090	5,870,817	5,918,385	5,465,764	30,518,460
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......						0
3	The value of services or facilities furnished by a governmental unit to the organization without charge..						0
4	Total. Add lines 1 through 3..	7,097,404	6,166,090	5,870,817	5,918,385	5,465,764	30,518,460
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)..						1,862,545
6	Public Support. Subtract line 5 from line 4.						28,655,915

Section B. Total Support

Calendar year(or fiscal year beginning in)		(a) 2007	(b) 2008	(c) 2009	(d) 2010	(e) 2011	(f) Total
7	Amounts from line 4..	7,097,404	6,166,090	5,870,817	5,918,385	5,465,764	30,518,460
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..	105,233	119,125	86,872	131,154	94,521	536,905
9	Net income from unrelated business activities, whether or not the business is regularly carried on..						0
10	Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..	151,990	29,386	27,727	119,047	103,682	431,832
11	Total support (Add lines 7 through 10).						31,487,197

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

72,709

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)) .........

91.000 %

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

97.310 %

16a

33 1/3% support test—2011. 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—2010. 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—2011. If the organization did not check a box on line 13, 16a, or 16b and line 14
is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported
organization .................................................. right arrow

10%-facts-and-circumstances test—2010. If the organization did not check a box on line 13, 16a, 16b, or 17a and line
15 is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly
supported organization .............................................. 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) 2011

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) 2007	(b) 2008	(c) 2009	(d) 2010	(e) 2011	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
3	Gross receipts from activities that are not an unrelated trade or business under section 513..
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge..
6	Total. Add lines 1 through 5.
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons...
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public Support (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2007	(b) 2008	(c) 2009	(d) 2010	(e) 2011	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
13	Total support (Add lines 9, 10c, 11 and 12.).

Section C. Computation of Public Support Percentage

Public Support Percentage for 2011 (line 8 column (f) divided by line 13 column (f)) .........

Public support percentage from 2010 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2011 (line 10c column (f) divided by line 13 column (f)) ......

Investment income percentage from 2010 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests—2011. 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—2010. 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) 2011

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
OTHER INCOME, SCHEDULE A, PART II, LINE 10, DESCRIPTION - OTHER INCOME, COLUMN A - 151990, COLUMN B - 29386, COLUMN C - 27727, COLUMN D - 119047, COLUMN E - 103682, COLUMN F - 431832;,

Schedule A (Form 990 or 990-EZ) 2011

Additional Data

Software ID:	11000230
Software Version:	v2011.1.0

- 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

2011

Name of organization

UNITED WAY OF THE BLUEGRASS INC

Employer identification number

61-0444679

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

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

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

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

501(c)(3) taxable private foundation

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

General Rule

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

Special Rules

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

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

For a section 501(c)(7), (8), or (10) organization filing Form 990, or 990-EZ that received from any one contributor,
during the year, contributions for use exclusively for religious, charitable, etc., purposes, but these contributions did
not total to more than $1,000. If this box is checked, enter here the total contributions that were received during
the year for an exclusively religious, charitable, etc., purpose. Do not complete any of the parts unless the General Rule
applies to this organization because it received nonexclusively religious, charitable, etc., contributions of $5,000 or more
during the year. ......................... 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 on line H of its
Form 990-EZ or on Part I, line 2, of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

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

Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 2

Name of organization UNITED WAY OF THE BLUEGRASS INC
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Part I	Contributors (see Instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
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) Total 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) Total 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) Total 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) Total 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) Total 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) (2011)

Page 3

Name of organization UNITED WAY OF THE BLUEGRASS INC
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Part II	Noncash Property (see Instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions).	(d) Date received
		$
(a) No. from Part I	(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) (2011)

Page 4

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

Name of organization
UNITED WAY OF THE BLUEGRASS INC

Employer identification number

61-0444679

Part III

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

$
Use duplicate copies of Part III if additional space is needed

(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) (2011)

Additional Data

Software ID:	11000230
Software Version:	v2011.1.0

- 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, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet

Attach to Form 990. SchDMd Bullet

See separate instructions.

OMB No. 1545-0047

2011

Open to Public Inspection

Name of the organization

UNITED WAY OF THE BLUEGRASS INC

Employer identification number

61-0444679

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 can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.

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

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

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

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


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, and not on a historic structure listed in the National Register ....................	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax 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 (ASC 958), not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance 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 (ASC 958), to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance 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 (ASC 958), 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) 2011

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	(d)Three Years Back
1a	Beginning of year balance ....	784,935	749,616	682,201	533,795
b	Contributions ........				35,134
c	Net investment earnings, gains, and losses ...	11,695	35,319	95,415	137,272
d	Grants or scholarships .....
e	Other expenditures for facilities and programs ........	31,000		28,000	24,000
f	Administrative expenses ....
g	End of year balance ......	765,630	784,935	749,616	682,201

Provide the estimated percentage of the year end balance (line 1g) held as:

Board designated or quasi-endowment SchDMd Bullet

88.240 %

Permanent endowment SchDMd Bullet

11.760 %

Temporarily restricted endowment SchDMd Bullet

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

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

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

Description of property		(b)Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value
1a	Land .................			0
b	Buildings ................			0
c	Leasehold improvements ............	85,115	73,894	11,221
d	Equipment ................	213,361	179,521	33,840
e	Other .................	16,500	16,500	0
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......				45,061

Schedule D (Form 990) 2011

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) must 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) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets. See Form 990, Part X, line 15.

(a) Description				(b) Book value









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

Part X

Other Liabilities. See Form 990, Part X, line 25.

1.(a) Description of Liability		(b) Book value
Federal Income Taxes		0
AMOUNTS DUE TO CENTRAL KENTUCKY COMBINED FEDERAL CAMPAIGN		196,233








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)		196,233
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) 2011

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	Total expenses (Form 990, Part IX, column (A), line 25) .....................	2
3	Excess or (deficit) for the year. Subtract line 2 from line 1 .............	3
4	Net unrealized gains (losses) on investments ..........................	4
5	Donated services and use of facilities .............................	5
6	Investment expenses ...................................	6
7	Prior period adjustments ..................................	7
8	Other (Describe in Part XIV.) .................................	8
9	Total adjustments (net). Add lines 4 through 8 .........................	9
10	Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 .........	10

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	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains on investments ..........	2a
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIV.) ............	2d
e	Add lines 2a through 2d .....................		2e
3	Subtract line 2e from line 1.....................		3
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 must equal Form 990, Part I, line 12.) ......		5

Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1	Total expenses and losses per audited financial statements .............		1
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
e	Add lines 2a through 2d......................		2e
3	Subtract line 2e from line 1.....................		3
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 must equal Form 990, Part I, line 18.) ......		5

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
Intended uses of endowment funds	Schedule D, Part V, Line 4	PURPOSE OF INVESTMENT POLICY THE INVESTMENT POLICY OF THE UNITED WAY OF THE BLUEGRASS IS TO PROVIDE OBJECTIVES, OVER-SIGHT AND GUIDELINES FOR RESPONSIBLE ASSET GROWTH OF ENDOWMENT FUNDS OF UWBG. INVESTMENT FUND(S) OBJECTIVES THROUGH THE USE OF OUTSIDE PROFESSIONAL MANAGEMENT, THE PRIMARY OBJECTIVES ARE THREE-FOLD AND LISTED IN THE ORDER OF PRIORITY: 1)LONG TERM GROWTH. THE ENDOWMENT FUND IS SET-UP TO RECEIVE GIFTS FROM WILLS, INSURANCE POLICIES, MEMORIALS, BEQUESTS, ETC. THE LONG-TERM GOAL OF THE ENDOWMENT ACCOUNT IS FOR IT TO GROW TO A POINT IN WHICH THE INTEREST EARNINGS COULD SUPPORT 100% OF UWBG'S OPERATIONS. 2)LIQUIDITY. THE ORGANIZATION'S ENDOWMENT ACCOUNT INVESTMENT PORTFOLIO REQUIRES MINIMAL LIQUIDATION TO MEET OPERATING REQUIREMENTS AT THIS TIME. 3)RETURN ON INVESTMENT. THE INVESTMENT PORTFOLIO SHALL BE DESIGNED WITH THE OBJECTIVE OF ATTAINING A MAXIMUM RATE OF RETURN WHILE REMAINING WITHIN THE RISK PARAMETERS DESCRIBED IN THIS POLICY. SPENDING POLICY: THE SPENDING POLICY DETERMINED EACH YEAR BY THE BOARD OF DIRECTORS WILL BE BASED ON THE TOTAL RETURN OF THE ASSETS INVESTED IN THE ENDOWMENT FUND (INCOME PLUS CAPITAL APPRECIATION) AND WILL BE DETERMINED AS FOLLOWS: "A PERCENTAGE OF THE TOTAL MARKET VALUE OF THE ENDOWMENT FUND BASED ON A THREE YEAR ROLLING AVERAGE OF TOTAL ENDOWMENT FUND MARKET VALUE. THE MARKET VALUE WILL BE BASED ON THE 12/31 BALANCE EACH YEAR. THE PERCENTAGE DETERMINED EACH YEAR WILL RANGE BETWEEN 0% AND 5% OF THAT THREE YEAR ROLLING AVERAGE." THE FUNDS WILL USED TO SUPPLEMENT ON-GOING BUDGETARY NEEDS AS DETERMINED BY THE BOARD OF DIRECTORS.
FIN 48 (ASC 740) footnote	Schedule D, Part X, Line 2	UWBG IS EXEMPT FROM INCOME TAXES ON INCOME FROM RELATED ACTIVITIES UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE AND CORRESPONDING STATE TAX LAW. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR FEDERAL OR STATE INCOME TAXES. ADDITIONALLY, UWBG HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE INTERAL REVENUE CODE. CURRENT ACCOUNTING STANDARDS REQUIRE UWBG TO DISCLOSE THE AMOUNT OF POTENTIAL BENEFIT OR OBLIGATION TO BE REALIZED AS A RESULT OF AN EXAMINATION PERFORMED BY A TAXING AUTHORITY. UWBG RECOGNIZES INTEREST AND/OR PENALTIES RELATED TO INCOME TAX MATTERS IN INCOME TAX EXPENSE. FOR THE YEAR ENDED JUNE 30, 2012, MANAGEMENT HAS DETERMINED THAT UWBG DOES NOT HAVE ANY TAX POSITIONS THAT RESULT IN ANY UNCERTAINTIES REGARDING THE POSSIBLE IMPACT ON UWBG'S FINANCIAL STATEMENTS. UWBG DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS TO SIGNIFICANTLY CHANGE IN THE NEXT 12 MONTHS. UWBG IS NO LONGER SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR YEARS BEFORE 2009.

Schedule D (Form 990) 2011

Additional Data

Software ID:	11000230
Software Version:	v2011.1.0

- TIN:

SCHEDULE G (Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information Regarding
Fundraising or Gaming Activities

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

Attach to Form 990 or Form 990-EZ. right arrow

See separate instructions.

OMB No. 1545-0047

2011

Open to Public Inspection

Name of the organization
UNITED WAY OF THE BLUEGRASS INC

Employer identification number

61-0444679

Part I

Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.

Indicate whether the organization raised funds through any of the following activities. Check all that apply.

a	Mail solicitations	e	Solicitation of non-government grants
b	Internet and e-mail solicitations	f	Solicitation of government grants
c	Phone solicitations	g	Special fundraising events
d	In-person solicitations

Did the organization have a written or oral agreement with any individual (including officers, directors, trustees

or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?

Yes

If “Yes,” list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization. Form 990-EZ filers are not required to complete this table.

(i) Name and address of individual or entity (fundraiser)	(ii) Activity	(iii) Did fundraiser have custody or control of contributions?		(iv) Gross receipts from activity	(v) Amount paid to (or retained by) fundraiser listed in col. (i)	(vi) Amount paid to (or retained by) organization
	(ii) Activity	Yes	No	(iv) Gross receipts from activity		(vi) Amount paid to (or retained by) organization
Total .................

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

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

Cat. No. 50083H

Schedule G (Form 990 or 990-EZ) 2011

Page 2

Part II

Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 on Form 990-EZ, line 6a. List events with gross receipts greater than $5,000.

		(a) Event #1 ANDERSON CITY GOLF OUTING (event type)	(b) Event #2 LEXMARK GOLF OUTING (event type)	(c) Other Events (total number)	(d) Total Events (Add col. (a) through col. (c))
1	Gross receipts . . .	15,686	42,390		58,076
2	Less: Charitable contributions . . .	12,801	32,145		44,946
3	Gross income (line 1 minus line 2) . . .	2,885	10,245	0	13,130
4	Cash prizes . . .				0
5	Non-cash prizes . .				0
6	Rent/facility costs . .				0
7	Food and beverages . .				0
8	Entertainment . . .				0
9	Other direct expenses .	2,885	10,245		13,130
10	Direct expense summary. Add lines 4 through 9 in column (d) ...........				13,130
11	Net income summary. Combine lines 3 and 10 in column (d)............				0

Part III

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

(a) Bingo

(b) Pull tabs/Instant
bingo/progressive bingo

(c) Other gaming

(d) Total gaming (Add col. (a) through col. (c))

Gross revenue . . . .

Cash prizes . . . .

Non-cash prizes . . .

Rent/facility costs . . .

Other direct expenses . .

Volunteer labor . . .

	Yes
	No

	Yes
	No

	Yes
	No

Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow

Net gaming income summary. Combine lines 1 and 7 in column (d) .......... right arrow

Enter the state(s) in which the organization operates gaming activities:

Is the organization licensed to operate gaming activities in each of these states? ............

YesNo

If "No," Explain:

10a

Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....

YesNo

If "Yes," Explain:

Does the organization operate gaming activities with nonmembers? .................

YesNo

Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity

formed to administer charitable gaming? ..........................

YesNo

Schedule G (Form 990 or 990-EZ) 2011

Page 3

Indicate the percentage of gaming activity operated in:

The organization's facility ......................

13a

An outside facility ........................

13b

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

Name

Address

15a

Does the organization have a contract with a third party from whom the organization receives gaming

revenue? ......................................

YesNo

If "Yes," enter the amount of gaming revenue received by the organization right arrow

$ and the

amount of gaming revenue retained by the third party right arrow

$ .

If "Yes," enter name and address:

Name

Address

Gaming manager information:

Name

Gaming manager compensation right arrow

Description of services provided right arrow

Director/officer Employee Independent contractor

Mandatory distributions:

Is the organization required under state law to make charitable distributions from the gaming proceeds to

retain the state gaming license? ............................

YesNo

Enter the amount of distributions required under state law distributed to other exempt organizations or spent

in the organization's own exempt activities during the tax year right arrow

Part IV

Complete this part to provide additional information for responses to quuestion on Schedule G (see instructions.)

Identifier	ReturnReference	Explanation

Schedule G (Form 990 or 990-EZ) 2011

Additional Data

Software ID:	11000230
Software Version:	v2011.1.0

- 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

2011

Open to Public
Inspection

Name of the organization
UNITED WAY OF THE BLUEGRASS INC

Employer identification number
61-0444679

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	(h) Purpose of grant or assistance
(1) ACCUTRAN INDUSTRIESPO BOX 352 PARIS,KY40362	61-1048788	501(C)(3)	35,951	SHELTERED EMPLOYMENT
(2) AIDS VOLUNTEERS INC263 N LIMESTONE LEXINGTON,KY40507	61-1149457	501(C)(3)	44,615	HIV AIDS CLIENT SERVICES
(3) AMERICAN RED CROSS BLUEGRASS CHAPTER1450 NEWTOWN PIKE LEXINGTON,KY40511	61-0444644	501(C)(3)	78,385	DISASTER RELIEF SERVICES
(4) AMERICAN RED CROSS DANIEL BOONE CHAPTER1405 EAST MAIN STREET RICHMOND,KY40475	53-0196605	501(C)(3)	18,970	DISASTER RELIEF SERVICES
(5) BIG BROTHERS BIG SISTERS OF THE BLUEGRASS1122 OAK HILL DRIVE LEXINGTON,KY40505	61-0523288	501(C)(3)	99,500	MENTORING
(6) BLUE GRASS COUNCIL OF THE BLIND1093 SOUTH BROADWAY SUITE 1220 LEXINGTON,KY40504	61-0971827	501(C)(3)	12,469	EDUCATION & SUPPORT
(7) BLUEGRASS COMMUNITY ACTION AGENCYPO BOX 738 FRANKFORT,KY40602	61-0659583	501(C)(3)	162,770	SELF SUFFICIENCY
(8) BLUEGRASS DOMESTIC VIOLENCE PROGRAMPO BOX 55190 LEXINGTON,KY40555	20-1965942	501(C)(3)	102,000	DOMESTIC VIOLENCE PREVENTION & SUPPORT
(9) BLUEGRASS RAPE CRISIS CENTERPO BOX 1603 LEXINGTON,KY40588	61-0916756	501(C)(3)	55,774	CRISIS COUNSELING & SUPPORT
(10) BLUEGRASS REGIONAL MENTAL HEALTHMENTAL RETARDATION BOARD1351 NEWTOWN PIKE LEXINGTON,KY40511	61-0723605	501(C)(3)	19,500	THERAPEUTIC REHABILITATION
(11) BLUEGRASS TECHNOLOGY CENTER961 BEASLEY STREET SUITE 103A LEXINGTON,KY40509	61-1149378	501(C)(3)	32,944	COMPUTER EDUCATION & TEXTOLOGY
(12) BLUEGRASS COMMUNITY & TECHNICAL COLLEGE FDTN INC164 OPPORTUNITY WAY LEXINGTON,KY40511	76-0826082	501(C)(3)	44,990	LITERACY TRAINING
(13) BOURBON COUNTY 4-H COUNCIL603 MILLERSBURG ROAD PARIS,KY40361	61-1214093	501(C)(3)	5,500	YOUTH DEVELOPMENT
(14) BOY SCOUTS OF AMERICA BLUEGRASS COUNCIL3473 YORKSHIRE MEDICAL PARK LEXINGTON,KY40509	61-0444653	501(C)(3)	75,042	YOUTH DEVELOPMENT
(15) BUCKLEY WILDLIFE SANCTUARY1305 GERMANY ROAD FRANKFORT,KY40601	13-1624102	501(C)(3)	5,000	PROTECT THE INTEGRITY OF THE SANCTUARY, ITS BIRDS, WILDLIFE AND HABITATS BY DEVELOPING AND EDUCATING YOUTH ON ENVIRONMENTAL ISSUES
(16) CATHOLIC SOCIAL SERVICES BUREAU1310 WEST MAIN STREET LEXINGTON,KY40508	61-1138597	501(C)(3)	40,222	COUNSELING SERVICES
(17) CENTER FOR WOMEN CHILDREN AND FAMILIES530 NORTH LIMESTONE ST LEXINGTON,KY40508	31-0904247	501(C)(3)	118,000	CRISIS CHILD CARE
(18) CHECK POINT221 OREGON STREET GEORGETOWN,KY40324	61-1152395	501(C)(3)	17,755	AFTERSCHOOL CHILD CARE
(19) CHILD CARE COUNCIL OF KENTUCKY INC1390 OLIVIA LANE LEXINGTON,KY40511	31-1102545	501(C)(3)	121,647	CHILD CARE SUBSIDY PROGRAM
(20) CHILD DEVELOPMENT CENTERS OF THE BLUEGRASS465 SPRINGHILL DRIVE LEXINGTON,KY40503	61-0543367	501(C)(3)	72,837	EARLY CHILD CARE & EDUCATION
(21) CHILD WELFARE FUND830 TYRONE PIKE VERSAILLES,KY40383	61-6001372	501(C)(3)	2,500	PROVIDES FINANCIAL ASSISTANCE FOR STUDENTS IN WOODFORD COUNTY WITH EYEGLASSES AND DENTAL CARE.
(22) CHILDREN'S ADVOCACY CENTERS OF THE BLUEGRASS183 WALTON AVE LEXINGTON,KY40508	61-1221470	501(C)(3)	16,601	CHILD SEXUAL ABUSE MEDICAL CLINIC
(23) CHRYSALIS HOUSE1589 HILL RISE DRIVE LEXINGTON,KY40504	61-1012290	501(C)(3)	69,226	MAXWELL HOUSE-SUBSTANCE ABUSE SUPPORT
(24) CLARK COUNTY ASSOCIATION FOR HANDICAPPED CITIZENSPO BOX 643 WINCHESTER,KY40392	61-0670763	501(C)(3)	21,130	EARLY CHILD CARE & EDUCATION
(25) CLARK COUNTY CHILDREN'S COUNCILPO BOX 4192 WINCHESTER,KY40392	61-1028432	501(C)(3)	22,000	AFTERSCHOOL CHILD CARE
(26) CLARK COUNTY COMMUNITY SERVICESPO BOX 574 WINCHESTER,KY40392	31-1005844	501(C)(3)	34,000	EMERGENCY SERVICES
(27) COMMUNITY ACTION COUNCILPO BOX 11610 LEXINGTON,KY40576	61-0650121	501(C)(3)	96,417	FOSTER GRANDPARENTS
(28) CONSUMER CREDIT COUNSELING SERVICE OF THE MIDWEST2265 HARRODSBURG RD LEXINGTON,KY40504	31-0731111	501(C)(3)	20,080	COMPREHENSIVE FINANCIAL COUNSELING
(29) DOMESTIC VIOLENCE PREVENTION BOARDLFUCG - 200 EAST MAIN STREET RM 328 LEXINGTON,KY40507	61-0858140	501(C)(3)	9,194	DOMESTIC VIOLENCE PREVENTION EDUCATION
(30) EMPLOYMENT SOLUTIONS INC1165 CENTRE PARKWAY SUITE 120 LEXINGTON,KY40517	61-1031382	501(C)(3)	23,387	ASSISTS PEOPLE WITH SIGNIFICANT EMPLOYMENT BARRIERS TO BECOME SELF-SUFFICIENT AND PROVIDES COMPANIES WITH EFFECTIVE WAYS TO MEET THEIR HUMAN RESOURCE NEEDS
(31) FAITH IN ACTION ELDER OUTREACH INC1530 NICHOLASVILLE RD LEXINGTON,KY40503	16-1753261	501(C)(3)	10,028	ELDER OUTREACH
(32) FAMILY COUNSELING SERVICE (FCS)1393 TRENT BLVD BLDG2 LEXINGTON,KY40517	61-0461737	501(C)(3)	70,652	COUNSELING & CLINICAL OUTPATIENT SERVICES
(33) FLORENCE CRITTENTON HOME & SERVICES519 WEST FOURTH STREET LEXINGTON,KY40508	61-0449622	501(C)(3)	35,000	RESIDENTIAL MATERNITY TREATMENT
(34) FOOTHILLS COMMUNITY ACTION PARTNERSHIP309 SPANGLER DRIVE RICHMOND,KY40475	61-0650246	501(C)(3)	25,710	ADULT DAY CARE & EARLY CHILD CARE & EDUCATION
(35) GATEWAY CHILDREN'S SERVICES37 NORTH MAYSVILLE STREET MT STERLING,KY40353	61-1033836	501(C)(3)	11,758	RESTRICTED YOUTH LIVING
(36) GEORGETOWN CHILD DEVELOPMENT CENTER123 WEST CLINTON STREET GEORGETOWN,KY40324	61-0722501	501(C)(3)	27,945	EARLY CHILD CARE & EDUCATION
(37) GEORGETOWN READINESS PRESCHOOL108 EAST COLLEGE STREET GEORGETOWN,KY40324	61-0942669	501(C)(3)	31,475	PRESCHOOL CHILD CARE & EDUCATION
(38) GIRL SCOUTS WILDERNESS ROAD COUNCIL2277 EXECUTIVE DRIVE LEXINGTON,KY40505	61-0608104	501(C)(3)	94,917	YOUTH DEVELOPMENT
(39) GROWING TOGETHER PRESCHOOL INC599 LIMA DRIVE LEXINGTON,KY40511	61-1037940	501(C)(3)	105,000	EARLY CHILD CARE & EDUCATION
(40) HOPE CENTERPO BOX 6 LEXINGTON,KY40588	61-1107296	501(C)(3)	76,176	TRANSITIONAL LIVING -ALCOHOL & DRUG ABUSE RECOVERY PROGRAM
(41) HOPE MINISTRIES FOOD PANTRY3963 OLD FRANKFORT PIKE VERSAILLES,KY40383	61-1264370	501(C)(3)	11,000	FOOD BANK - WOODFORD COUNTY
(42) JESSAMINE COUNTY ADULT EDUCATION501 EAST MAPLE STREET NICHOLASVILLE,KY40356	61-6001337	501(C)(3)	5,000	ADULT LITERACY
(43) JUBILEE JOBS1450 N BROADWAY LEXINGTON,KY40505	27-1058855	501(C)(3)	15,000	JOB PLACEMENT AND TRAINING
(44) KIDNEY HEALTH ALLIANCE OF KENTUCKY1517 NICHOLASVILLE ROAD SUITE 203 LEXINGTON,KY40503	23-7153964	501(C)(3)	12,379	EDUCATION & SUPPORT
(45) LEGAL AID OF THE BLUEGRASS104 EAST 7TH STREET COVINGTON,KY41011	61-0913068	501(C)(3)	24,000	DOMESTIC VIOLENCE PREVENTION
(46) LEXINGTON HEARING AND SPEECH CENTER162 NORTH ASHLAND AVENUE LEXINGTON,KY40502	61-0593951	501(C)(3)	105,000	AUDIOLOGY & EARLY LEARNING
(47) LEXINGTON-FAYETTE COUNTY HEALTH DEPARTMENT650 NEWTOWN PIKE LEXINGTON,KY40508	61-0920825	LEXINGTON COUNTY	18,339	ADULT DAY CARE - CENTER FOR CREATIVE LIVING
(48) M&M FOOD PANTRYPO BOX 1158 MT STERLING,KY40353	61-1002569	501(C)(3)	13,000	EMERGENCY SHELTER
(49) MASH SERVICES OF THE BLUEGRASS536 WEST THIRD STREET LEXINGTON,KY40508	61-0926861	501(C)(3)	59,871	EMERGENCY SHELTER FOR TEENS
(50) MONTGOMERY COUNTY 4-H106 EAST LOCUST STREET MT STERLING,KY40353		501(C)(3)	5,000	YOUTH DEVELOPMENT
(51) MOREHEAD STATE UNIVERSITY-RETIRED SENIOR VOLUNTEER PROGRAM231 WATERFIELD HALL MOREHEAD,KY40351	31-1003236	501(C)(3)	5,000	VOLUNTEER SERVICES - RETIRED SENIOR VOLUNTEER PROGRAM
(52) NEW CITIES INSTITUTE INC- PARTNERSHIP FOR SUCCESSFUL SCHOOLS101 EAST VINE STREET LEXINGTON,KY40507	61-1377132	501(C)(3)	26,600	ONE TO ONE: PRACTICING READING WITH STUDENTS
(53) NURSING HOME OMBUDSMAN AGENCY OF THE BLUEGRASS1530 NICHOLASVILLE ROAD LEXINGTON,KY40503	61-0996520	501(C)(3)	75,519	OMBUDSMAN/ NURSING HOME ADVOCACY
(54) OPERATION HAPPINESSPO BOX 449 MT STERLING,KY40353	61-1132894	501(C)(3)	5,000	HOLIDAY FOOD ASSISTANCE - CHRISTMAS BASKETS
(55) PARIS-BOURBON COUNTY YMCA917 MAIN STREET PARIS,KY40361	61-0676727	501(C)(3)	33,000	YOUTH RECREATIONAL ACTIVITIES
(56) PATHWAYSPO BOX 790 ASHLAND,KY41105	61-0661987	501(C)(3)	5,000	JOB PLACEMENT-DISABLED ADULTS
(57) POST CLINICPO BOX 336 MT STERLING,KY40353	31-1515325	501(C)(3)	13,670	EMERGENCY MEDICATION FUND
(58) PRICHARD COMMITTEE FOR ACADEMIC EXCELLENCEPO BOX 1658 LEXINGTON,KY40588	61-1026214	501(C)(3)	25,000	AUTHENTIC PARENT ENGAGEMENT
(59) PROJECT READ MADISON COUNTY LITERACY COUNCILPO BOX 61 RICHMOND,KY40476	61-1172599	501(C)(3)	13,000	ADULT LITERACY
(60) REPAIRERS LEXINGTON180 EAST MAXWELL STREET LEXINGTON,KY40508	61-1281620	501(C)(3)	11,625	YOUTH CENTER PROGRAMS
(61) THE ROAD TO HOME OWNERSHIPPO BOX 11422 LEXINGTON,KY40509	20-5045534	501(C)(3)	9,147	FAIR HOUSING PRE-PURCHASE EDUCATION WORKSHOPS
(62) SCOTT COUNTIANS AGAINST DRUGSPO BOX 456 GEORGETOWN,KY40324	61-1102088	501(C)(3)	3,750	WORK WITH ESTABLISHED AGENCIES TO REDUCE AND/OR PREVENT SUBSTANCE ABUSE AND TO PROMOTE PREVENTION AND EDUCATION EFFORTS ADDRESSING SUBSTANCE ABUSE WITH A PRINCIPAL EMPHASIS ON YOUTH.
(63) SCOTT UNITED MINISTRIES - AMEN HOUSEPO BOX 211 GEORGETOWN,KY40324	61-1236411	501(C)(3)	20,655	A.M.E.N. HOUSE - EMERGENCY SERVICES
(64) SHEPHERD'S HOUSE154 BONNIE BRAE DRIVE LEXINGTON,KY40508	61-1105573	501(C)(3)	40,000	TRANSITIONAL LIVING
(65) SURGERY ON SUNDAY650 NEWTOWN PIKE 2ND FLOOR LEXINGTON,KY40508	20-3187452	501(C)(3)	27,073	OUT PATIENT SURGERY SERVICES
(66) TELFORD COMMUNITY CENTER YMCA1100 EAST MAIN STREET RICHMOND,KY40475	61-6000619	501(C)(3)	23,658	DAY CARE SERVICES
(67) THE COMMUNITY CENTER OF WILMORE-HIGH BRIDGEPO BOX 52 WILMORE,KY40390	31-1020218	501(C)(3)	13,000	EMERGENCY SERVICES-BASIC SERVICES
(68) THE SALVATION ARMY736 WEST MAIN STREET LEXINGTON,KY40508	13-5562351	501(C)(3)	228,800	EMERGENCY SERVICES-BASIC SERVICES
(69) THE SALVATION ARMY-MADISON COUNTYPO BOX 1865 RICHMOND,KY40476	58-0660607	501(C)(3)	23,000	EMERGENCY SHELTER
(70) URBAN LEAGUE OF LEXINGTON-FAYETTE COUNTY148 DEWEESE STREET LEXINGTON,KY40507	61-6054655	501(C)(3)	79,826	MANUP -FATHERHOOD INITIATIVE
(71) VIRGINIA PLACE ONE PARENT ONE CHILD FACILITY1156 HORSEMANS LANE LEXINGTON,KY40504	61-1080310	501(C)(3)	35,000	PRESCHOOL CHILD CARE & EDUCATION FOR SINGLE PARENT FAMILIES
(72) VISUALLY IMPAIRED PRESCHOOL SERVICES161 BURT ROAD SUITE 4 LEXINGTON,KY40503	61-1061973	501(C)(3)	60,025	EARLY CHILD CARE & EDUCATION
(73) WHITE HOUSE CLINICS401 HIGHLAND PARK DRIVE RICHMOND,KY40475	61-8437831	501(C)(3)	4,000	CARE FOR THE UNINSURED
(74) WOMAN'S CLUB COATS AND SHOES301 SOUTH MAIN STREET VERSAILLES,KY40383	61-1035902	501(C)(3)	11,000	COATS $ SHOES FOR UNDERPRIVILEGED CHILDREN
(75) WOODFORD COUNTY 4-H COUNCIL184 BEASLEY DRIVE VERSAILLES,KY40383	61-1040849	501(C)(3)	5,000	PROGRAM FUNDING
(76) WOODFORD COUNTY PARKS AND RECREATION275 BEASLEY DRIVE VERSAILLES,KY40383	61-0664051	501(C)(3)	9,031	YOUTH SCHOLARSHIP PROGRAMS
(77) WOODFORD COUNTY REPAIR AFFAIRPO BOX 1146 VERSAILLES,KY40383	45-0522326	501(C)(3)	5,000	REPAIR HOMES FOR SENIOR CITIZENS
(78) WOODFORD COUNTY THEATRICAL ARTS275 BEASLEY DRIVE VERSAILLES,KY40383	61-1143572	501(C)(3)	4,500	SUMMER THEATRE EDUCATION PROGRAM
(79) YMCA OF CENTRAL KENTUCKY239 EAST HIGH STREET LEXINGTON,KY40507	61-0444842	501(C)(3)	121,624	PRIME TIME AFTER SCHOOL PROGRAMS

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

Enter total number of other organizations listed in the line 1 table ......................... . Bullet Image

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

Cat. No. 50055P

Schedule I (Form 990) 2011

Page 2

Part III

Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
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
Procedures for monitoring use of grant funds	Schedule I, Part I, Line 2	GRANTEES UTILIZE AN ONLINE TOOL FOR REPORTING TO PROVIDE DATA ON OUTCOME RESULTS AND CLIENT DEMOGRAPHICS. THEY FURTHER PROVIDE NARRATIVE EXPLANATIONS ABOUT PROGRAM ACTIVITIES, OUTCOME RESULTS, AND CONTINUOUS LEARNING AND IMPROVEMENT. ORGANIZATIONS THAT RECEIVE FUNDS MUST PASS A COMPLIANCE REVIEW BY PROVIDING THE FOLLOWING INFORMATION: CURRENT IRS DOCUMENTATION OF EXEMPT STATUS, A COPY OF THEIR CURRENT FORM 990, A CURRENT COPY OF AN AUDIT OR FINANCIAL REVIEW DONE BY AN INDEPENDENT AND QUALIFIED CPA AND AN OPERATING BUDGET. ALL INFORMATION IS REVIEWED BY VOLUNTEER COMMITTEES ON AN ANNUAL BASIS.
Purpose of grant or assistance	Schedule I, Part II, Column H	EMPLOYMENT SOLUTIONS, INC, 61-1031382: ASSISTS PEOPLE WITH SIGNIFICANT EMPLOYMENT BARRIERS TO BECOME SELF-SUFFICIENT AND PROVIDES COMPANIES WITH EFFECTIVE WAYS TO MEET THEIR HUMAN RESOURCE NEEDS BUCKLEY WILDLIFE SANCTUARY, 13-1624102: PROTECT THE INTEGRITY OF THE SANCTUARY, ITS BIRDS, WILDLIFE AND HABITATS BY DEVELOPING AND EDUCATING YOUTH ON ENVIRONMENTAL ISSUES SCOTT COUNTIANS AGAINST DRUGS, 61-1102088: WORK WITH ESTABLISHED AGENCIES TO REDUCE AND/OR PREVENT SUBSTANCE ABUSE AND TO PROMOTE PREVENTION AND EDUCATION EFFORTS ADDRESSING SUBSTANCE ABUSE WITH A PRINCIPAL EMPHASIS ON YOUTH. CHILD WELFARE FUND, 61-6001372: PROVIDES FINANCIAL ASSISTANCE FOR STUDENTS IN WOODFORD COUNTY WITH EYEGLASSES AND DENTAL CARE.

Schedule I (Form 990) 2011

Additional Data

Software ID:	11000230
Software Version:	v2011.1.0

- TIN:

SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

NonCash Contributions

Complete if the organization answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image

Attach to Form 990.

OMB No. 1545-0047

2011

Open to Public Inspection

Name of the organization

UNITED WAY OF THE BLUEGRASS INC

Employer identification number

61-0444679

Part I

Types of Property

	(a) Check if applicable	(b) Number of Contributions or items contributed	(c) Noncash contribution amounts reported on Form 990, Part VIII, line 1g	(d) Method of determining noncash contribution amounts
1 Art—Works of art ....
2 Art—Historical treasures .
3 Art—Fractional interests ..
4 Books and publications ..
5 Clothing and household goods .......
6 Cars and other vehicles ..
7 Boats and planes ....
8 Intellectual property ...
9 Securities—Publicly traded .
10 Securities—Closely held stock .
11 Securities—Partnership, LLC, or trust interests ....
12 Securities—Miscellaneous ..
13 Qualified conservation contribution—Historic structures .....
14 Qualified conservation contribution—Other ...
15 Real estate—Residential .
16 Real estate—Commercial ..
17 Real estate—Other ...
18 Collectibles .....
19 Food inventory ...
20 Drugs and medical supplies .
21 Taxidermy ......
22 Historical artifacts ....
23 Scientific specimens ..
24 Archeological artifacts ...
25 Other ( MEDIA & ADVERTISING )	X	4	50,872	COST
26 Other ( DONATIONS FOR ONLINE EBAY )	X	10	2,278	COST
27 Other ( DONATIONS FOR CAMPAIGN )	X	14	305,459	COST
28 Other ( ADMINISTRATION AND OPERATION DONATIONS )	X	5	4,280	COST

Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...

Yes

30a

During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it

must hold for at least three years from the date of the initial contribution, and which is not required to be used

for exempt purposes for the entire holding period? ..................

30a

If "Yes," describe the arrangement in Part II.

Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?

Yes

32a

Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash

contributions? ............................

32a

If "Yes," describe in Part II.

If the organization did not report revenues in column (c) for a type of property for which column (a) is checked,

describe in Part II.

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

Cat. No. 51227J

Schedule M (Form 990) 2011

Page 2

Part II

Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33 and whether the organization is reporting in Part I, column (b) the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.

Identifier	Return Reference	Explanation
Number of contributions or items contributed.	Schedule M, part I, column (b), Line other=MEDIA & ADVERTISING
Number of contributions or items contributed.	Schedule M, part I, column (b), Line other=DONATIONS FOR ONLINE EBAY
Number of contributions or items contributed.	Schedule M, part I, column (b), Line other=DONATIONS FOR CAMPAIGN
Number of contributions or items contributed.	Schedule M, part I, column (b), Line other=ADMINISTRATION AND OPERATION DONATIONS

Schedule M (Form 990) 2011

Additional Data

Software ID:	11000230
Software Version:	v2011.1.0

- 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

2011

Open to Public
Inspection

Name of the organization

UNITED WAY OF THE BLUEGRASS INC

Employer identification number

61-0444679

Identifier	Return Reference	Explanation
COMPARISON OF CURRENT AND PRIOR YEAR FINANCIAL INFORMATION	FORM 990, PART I, LINE 1	UNITED WAY OF THE BLUEGRASS CHANGED THEIR ACCOUNTING PERIOD FROM YE 12/31 TO YE 6/30 TO BALANCE THEIR FUNDING CYCLE WITH THEIR REPORTING CYCLE. DUE TO THIS CHANGE THE RETURN THAT WAS FILED FYE 6/30/2011 WAS A 6 MONTH SHORT PERIOD RETURN. THE BEGINNING OF YEAR BALANCES REFLECT THOSE AMOUNTS REPORTED ON THE SHORT PERIOD RETURN CAUSING A LARGE FLUCTUATION BETWEEN THE BEGINNING OF YEAR AND END OF YEAR AMOUNTS.
MISSION STATEMENT	FORM 990, PART III, LINE 1	(CONTINUED FROM LINE 1) UNITED WAY OF THE BLUEGRASS IS A LEADER AND MOTIVATOR OF CHANGE FOR LONG-TERM SOLUTIONS FOR OUR COMMUNITY. THE COMMUNITY WAS BROUGHT TOGETHER TO DETERMINE THE NEEDS UNIQUE TO CENTRAL KENTUCKY AND CONSENSUS WAS REACHED ON HOW TO SOLVE THEM, BOTH SHORT-TERM AND LONG-TERM. WE HAVE COMMITTED TO THREE FOCUS AREAS TO MEET THE NEEDS OF TODAY AND SOLVE THE PROBLEMS OF TOMORROW: * EDUCATION * INCOME * HEALTH THIS CHANGE IN APPROACH HAS FOSTERED A GREAT DEAL OF COOPERATION AND INNOVATION IN THE COMMUNITY. WE HAVE DEVELOPED SYSTEMS TO EVALUATE THE QUALITY AND SUCCESS OF THE PROGRAMS WE ARE FUNDING, SO YOU CAN BE ASSURED YOUR DOLLARS WILL HAVE THE MAXIMUM IMPACT ON YOUR COMMUNITY. JOIN US AND INVEST IN YOUR COMMUNITY THROUGH THE UNITED WAY OF THE BLUEGRASS.
PROGRAM SERVICE ACCOMPLISHMENTS	FORM 990, PART III, LINE 4E	THE BLUEGRASS COMMUNITY CONNECTOR PROJECT IDENTIFIED 144 INDIVIDUALS OR "CONNECTORS" IN CENTRAL KENTUCKY. CONNECTORS ARE PEOPLE WHO BRING OTHERS TOGETHER FOR THE COMMON GOOD BUT OFTEN DON'T ATTRACT MUCH PUBLIC ATTENTION. THEY ARE GRASS-ROOTS DREAMERS AND ORGANIZERS WHO KNOW HOW TO ENGAGE THE RIGHT PEOPLE, GATHER THE RIGHT INFORMATION, CONNECT THE DOTS - AND GET THINGS DONE. THE 144 IDENTIFIED CONNECTORS CAME FROM MORE THAN 5,000 NOMINATIONS. THOSE CONNECTORS WERE CONNECTED WITH EACH OTHER, WHICH SHOULD NATURALLY INCREASE COMMUNICATION AND COOPERATION ACROSS CITY LIMITS AND COUNTY LINES. UNITED WAY OF THE BLUEGRASS (UWBG) WORKS COOPERATIVELY WITH BUSINESSES, VOLUNTEERS, INDIVIDUALS AND NON-PROFIT ORGANIZATIONS TO INVEST RESOURCES IN COMMUNITY-BASED PROBLEM SOLVING IN THE AREAS OF EDUCATION, INCOME (FINANCIAL STABILITY) AND HEALTH. RESOURCES ARE USED TO COMBAT THE NEEDS OF TODAY AND ARE INVESTED IN CREATIVE, INNOVATIVE COMMUNITY-BASED PROGRAMS VIA PARTNER AGENCIES OR LED-BY UNITED WAY. UNITED WAY EXISTS FOR ONE REASON: TO HELP US COME TOGETHER AS A COMMUNITY TO IDENTIFY AND ADDRESS THE ISSUES THAT TAKE ALL OF US WORKING TOGETHER TO SOLVE. ISSUES LIKE MAKING SURE CHILDREN ENTER SCHOOL READY TO LEARN AND THAT ALL PEOPLE HAVE ACCESS TO PRIMARY HEALTHCARE, CROSS LINES OF RACE, GENDER, GEOGRAPHY, FAITH AND ECONOMIC STATUS AND CAN ONLY BE ADDRESSED WITH A COLLECTIVE COMMUNITY FOCUS AND ACTION. UNITED WAY IS THE ONLY ORGANIZATION IN OUR COMMUNITY THAT, WITH THE HELP OF COUNTLESS VOLUNTEERS AND COMMUNITY LEADERS, IDENTIFIES THE MOST PRESSING ISSUES IN OUR COMMUNITY, IDENTIFIES SOLUTIONS TO THE ROOT-CAUSES OF THESE ISSUES, AND BRINGS TOGETHER THE RESOURCES TO MAKE THIS CHANGE. EDUCATION - EDUCATION IS THE CORNERSTONE OF INDIVIDUAL AND COMMUNITY SUCCESS. IT NOT ONLY BRINGS PEOPLE OUT OF POVERTY BUT ALSO ENSURES A COMMUNITY'S ECONOMIC PROSPERITY: A WELL-EDUCATED WORKFORCE ATTRACTS WORLD-CLASS JOBS. BUT ONLY WHEN WE WORK TOGETHER. NEARLY 700 CENTRAL KENTUCKY TEENAGERS DROP OUT OF SCHOOL EACH YEAR - THAT'S TWO KIDS DROPPING OUT EVERY SINGLE DAY. 1-IN-4 ELEMENTARY SCHOOL STUDENTS ARE NOT READING AT PROFICIENT LEVELS IN THE BLUEGRASS. ONLY 22% OF LOCAL AREA CHILD CARE CENTERS ARE PARTICIPATING IN THE STARS PROGRAM. THIS CREATES MAJOR PROBLEMS FOR OUR COMMUNITY. 20% OF TODAY'S WORKFORCE IS FUNCTIONALLY ILLITERATE. CHILD-CARE RELATED ABSENCES COST EMPLOYERS $3 BILLION A YEAR. CENTRAL KENTUCKY DROPOUTS MORE THAN $182 MILLION IN LOST WAGES, TAXES AND PRODUCTIVITY OVER THEIR LIFETIMES THAT WE LOSE IN OUR COMMUNITY. HOWEVER, UNITED WAY IS FIXING THIS BY BUILDING A SOLID FOUNDATION THROUGH EARLY LEARNING AND DEVELOPMENT, IMPROVING STUDENT ACHIEVEMENT, ENGAGING FAMILIES AND PROVIDING PATHWAYS TO SUCCESSFUL CAREERS. FROM PRESCHOOLERS TO HIGH SCHOOL STUDENTS, UNITED WAY IS WORKING TO ENSURE THAT THE NEXT GENERATION IS EQUIPPED WITH THE SKILLS TO SUCCEED IN SCHOOL AND IN LIFE. OUR WORK IS DESIGNED TO INTERVENE EARLY TO PREVENT THE KINDS OF PROBLEMS THAT CAUSE CHILDREN TO FAIL AND TO PROVIDE THE RESOURCES NECESSARY TO ENCOURAGE OUR YOUTH TO REMAIN PRODUCTIVE AND ENGAGED. WE ARE WORKING TO MAXIMIZE EARLY LEARNING SO OUR CHILDREN ENTER KINDERGARTEN PREPARED FOR SCHOOL AND WE ARE WORKING TO MAKE SURE MORE OF OUR YOUTH GRADUATE FROM HIGH SCHOOL WELL-PREPARED FOR THEIR FUTURE. BUT WE CANNOT DO IT ALONE. OUR GOAL IS TO BRING RESOURCES TOGETHER TO SUPPORT EFFORTS THAT ENHANCE CHILDREN'S SUCCESS. WE GET PEOPLE EXCITED ABOUT PARTICIPATING IN THE EDUCATIONAL PROCESS. AND, WE MOBILIZE A COMMUNITY TO HAVE HIGH EXPECTATIONS FOR OUR EDUCATIONAL SYSTEMS, AND ACCEPT NOTHING LESS. INCOME - AS MANY AS ONE-THIRD OF WORKING AMERICANS DO NOT EARN ENOUGH MONEY TO MEET THEIR BASIC NEEDS. WAGES HAVE NOT KEPT PACE WITH THE RISING COST OF HOUSING, HEALTHCARE, AND EDUCATION AND CURRENTLY, 40 MILLION AMERICANS ARE WORKING IN LOW-PAYING JOBS WITHOUT BASIC HEALTH AND RETIREMENT BENEFITS. RIGHT HERE IN THE BLUEGRASS, 21,485 CHILDREN LIVE IN POVERTY - ENOUGH TO FILL WHITAKER BANK BALLPARK THREE TIMES! 81,534 LOCAL ADULTS LIVE IN POVERTY - ENOUGH TO FILL RUPP ARENA THREE AND A HALF TIMES! 1-IN-5 FAMILIES IN CENTRAL KENTUCKY DOESN'T MAKE ENOUGH MONEY TO BE SELF-SUFFICIENT. ALMOST 74,000 PEOPLE IN CENTRAL KENTUCKY, OR 12 PERCENT OF THE POPULATION, ARE ON FOOD STAMPS. NEARLY 4,000 HOUSEHOLDS RECEIVE SUBSIDIZED HOUSING IN FAYETTE COUNTY ALONE. KENTUCKY RANKS 48TH IN THE NATION IN POVERTY RATE, 43RD IN BANKRUPTCY RATE, AND 39TH IN NET WORTH. 45% OF RENTERS IN CENTRAL KENTUCKY ARE UNABLE TO AFFORD FAIR MARKET RENT. WITH SUPPORT FROM THE COMMUNITY, UNITED WAY IS HELPING FAMILIES INCREASE THE MONEY THEY HAVE, MANAGE AND SAVE IT WELL, AND OBTAIN SIGNIFICANT ASSETS THAT WILL HELP WITH LONG-TERM FINANCIAL SECURITY. FOR FAMILIES WALKING A FINANCIAL TIGHTROPE, UNABLE TO SAVE FOR COLLEGE, A HOME, OR RETIREMENT, UNITED WAY IS HERE TO HELP. TO ADDRESS THE OBSTACLES THAT PREVENT HARD WORKING FAMILIES FROM GETTING AHEAD FINANCIALLY, WE MAKE CERTAIN COMMUNITY-CHANGE STRATEGIES ARE IN PLACE TO HELP FAMILIES MEET THEIR BASIC NEEDS WHILE GAINING THE FINANCIAL CAPABILITY TO PLAN FOR, AND ACCOMPLISH, THEIR LONG-TERM FINANCIAL GOALS. WE ARE COMMITTED TO HELPING INDIVIDUALS AND FAMILIES IN OUR COMMUNITY ACHIEVE FINANCIAL STABILITY. BY BRINGING TOGETHER COMMUNITY PARTNERS, WE HELP LOWER-INCOME INDIVIDUALS AND FAMILIES ACHIEVE FINANCIAL INDEPENDENCE BY PROVIDING THE SKILLS NECESSARY TO MAXIMIZE THEIR INCOME, BUILD SAVINGS AND GAIN ASSETS. UNITED WAY PROVIDES BOTH AN IMMEDIATE RESPONSE BY EXPANDING THE AVAILABILITY OF EMERGENCY BASIC NEEDS (FOOD, HEAT, SHELTER) IN OUR COMMUNITY AND PROVIDING SEAMLESS ACCESS TO ADDITIONAL SERVICES THROUGH 2-1-1. UNITED WAY ALSO SUPPORTS LONG-TERM RECOVERY OF FAMILIES THROUGH INCREASING HOUSEHOLD INCOME; OBTAINING JOB SKILLS; PROVIDING FINANCIAL EDUCATION; GAINING, SUSTAINING AND PROTECTING ASSETS; AND ATTAINING FINANCIAL INDEPENDENCE. HEALTH - UNFORTUNATELY, TOO MANY OF OUR NEIGHBORS LACK ACCESS TO BASIC HEALTH CARE - IN PARTICULAR PREVENTIVE CARE WHICH CAN REDUCE THE INCIDENCE OF CHRONIC DISEASES LIKE DIABETES OR DIAGNOSE PROBLEMS EARLY AND INTERVENE TO PREVENT COSTLY COMPLICATIONS FROM CONDITIONS SUCH AS HIGH BLOOD PRESSURE. WITH HEALTH CARE COSTS OUTPACING INFLATION AND GROWTH IN WAGES AND WITH MANY CENTRAL KENTUCKIANS LIVING WITHOUT HEALTH INSURANCE, EVEN A MINOR HEALTH CRISIS CAN LEAD FAMILIES TO FINANCIAL RUIN. 11,659 CHILDREN AND 121,183 ADULTS ARE WITHOUT HEALTH INSURANCE. 96,350 CENTRAL KENTUCKIANS ARE OBESE. 1-IN-4 PREGNANT WOMEN SMOKE DURING PREGNANCY. 37% OF KENTUCKY'S CHILDREN ARE OVERWEIGHT. 68% OF CENTRAL KENTUCKY'S POPULATION IS EITHER OBESE OR OVERWEIGHT. UNITED WAY IS MAKING A DIFFERENCE THROUGH PREVENTIVE HEALTH FOR CHILDREN, HEALTHY LIVING FOR ADULTS AND SENIORS, AND ACCESS TO RESOURCES FOR A HEALTHY LIFE. FROM ACCESS TO HEALTH CARE TO NUTRITION AND FITNESS, UNITED WAY OF THE BLUEGRASS AND ITS PARTNERS ARE TARGETING HEALTH ISSUES THAT NOT ONLY AFFECT INDIVIDUALS, BUT OUR ENTIRE COMMUNITY.
Delegate broad authority to a committee	Form 990, Part VI, Section A, Line 1a	THE CORPORATION SHALL HAVE AN EXECUTIVE COMMITTEE CONSISTING OF THE CHAIRMAN OF THE BOARD, CHAIRMAN ELECT OF THE BOARD, THE MOST IMMEDIATE PAST CHAIRMAN OF THE BOARD, TREASURER OF THE CORPORATION, LEGAL COUNCIL TO THE CORPORATION, CHAIRS OF THE OPERATIONS CABINET, RESOURCE DEVELOPMENT CABINET AND COMMUNITY INVESTMENTS CABINET, FIVE INDIVIDUALS APPOINTED BY THE CHAIRMAN OF THE BOARD WHICH INCLUDES, THE CURRENT YEAR CAMPAIGN CHAIR, CAMPAIGN CHAIR ELECT, MARKETING COMMITTEE CHAIR, AND TWO AT-LARGE MEMBERS SELECTED BY THE BOARD DEVELOPMENT COMMITTEE. THE SECRETARY OF THE CORPORATION SHALL SERVE AS SECRETARY TO THE EXECUTIVE COMMITTEE IN A NON-VOTING CAPACITY. WHEN THE BOARD IS NOT IN SESSION, THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE ALL OF THE AUTHORITY OF THE BOARD, UNLESS OTHERWISE SPECIFIED IN THE RESOLUTION APPOINTING THE EXECUTIVE COMMITTEE. NEITHER THE EXECUTIVE COMMITTEE, NOR ANY OTHER COMMITTEE CREATED BY THE BOARD, SHALL HAVE THE AUTHORITY TO: (A) AMEND, ALTER, OR REPEAL THESE BYLAWS, (B) APPOINT OR REMOVE ANY DIRECTOR OR OFFICER OF THE CORPORATION, (C) AMEND OR RESTATE THE ARTICLES, (D) ADOPT A PLAN OF MERGER OR CONSOLIDATION WITH ANOTHER CORPORATION, (E) AUTHORIZE THE SALE, LEASE, EXCHANGE, OR MORTGAGE OF ALL, OR SUBSTANTIALLY ALL, OF THE PROPERTY AND ASSETS OF THE CORPORATION, (F) AUTHORIZE THE VOLUNTARY DISSOLUTION OF THE CORPORATION OR ADOPT A PLAN FOR THE DISTRIBUTION OF THE ASSETS OF THE CORPORATION, OR (G) AMEND, ALTER, OR REPEAL ANY RESOLUTION OF THE BOARD.
Review of form 990 by governing body	Form 990, Part VI, Section B, Line 11b	AN ELECTRONIC COPY OF THE ORGANIZATION'S FINAL FORM 990 (INCLUDING REQUIRED SCHEDULES) WAS PROVIDED TO EACH VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY PRIOR TO FILING WITH THE IRS.
Conflict of interest policy	Form 990, Part VI, Section B, Line 12c	THE CODE OF ETHICS AND CONFLICTS OF INTEREST AGREEMENT IS ISSUED, REVIEWED AND SIGNED ANNUALLY BY UNITED WAY OF THE BLUEGRASS STAFF, VOLUNTEERS AND ITS REPRESENTATIVES. THESE INDIVIDUALS ARE REQUIRED TO SIGN, ACKNOWLEDGE, AND DISCLOSE ANY KNOWN OR POTENTIAL CONFLICTS OF INTEREST. THESE STATEMENTS ARE REVIEWED BY THE BOARD OF DIRECTORS AND ANY PROPOSED CONFLICT IS CONTINUALLY MONITORED. IF THERE IS A CONFLICT IDENTIFIED, THAT PERSON IS REMOVED FROM DELIBERATIONS AND DECISIONS REGARDING ANY TRANSACTION WHERE A CONFLICT MAY EXIST.
Process used to establish compensation of top management official	Form 990, Part VI, Section B, Line 15a	IN 2012 THE PRESIDENT/CEO WENT THROUGH A PERFORMANCE REVIEW. THE EVALUATION WAS CONDUCTED BY THE PAST BOARD CHAIR, THE CURRENT BOARD CHAIR AND THE INCOMING BOARD CHAIR. THE GROUP USED A UNITED WAY WORLDWIDE APPROVED EVALUATION PROCESS BASED ON ORGANIZATIONAL PERFORMANCE INDICATORS. THE UNITED WAY WORLDWIDE HUMAN CAPITAL SURVEY WAS USED TO ASSURE COMPENSATION WAS INLINE WITH ORGANIZATIONS OF COMPARABLE SIZE AND COMMUNITY IMPACT RESULTS. RECOMMENDATIONS WERE THEN PRESENTED TO THE BOARD OF DIRECTORS,PUT TO A BOARD VOTE APPROVED
Governing documents, conflict of interest policy and financial statements available to the public	Form 990, Part VI, Section C, Line 19	THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
Other changes in net assets or fund balances	Form 990, Part XI, Line 5	NET UNREALIZED GAINS (LOSSES) ON INVESTMENTS - -221502; WRITE OFF OF UNCOLLECTIBLE PLEDGE RECEIVABLE - 149649;

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

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2011

Additional Data

Software ID:	11000230
Software Version:	v2011.1.0