Form990
Click to see attachment
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)

MediumBullet 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:
CName of organization
UNITED WAYS OF NEW ENGLAND INC
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
51 Sleeper Street
 
Room/suite
City or town, state or country, and ZIP + 4
Boston, MA02210
D Employer identification number

04-2687831
E Telephone number

G Gross receipts $ 948,776
F Name and address of principal officer:
Patricia Latimore
51 Sleeper Street
Boston,MA02210
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.uwone.org
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1979
M State of legal domicile: MA
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: Each United Way in the UWONE partnership is working to address community issues and challenges in its region in an innovative and collaborative manner. All of the United Ways in this partnership are working to ensure that children enter school ready to learn and achive, that youth stay engaged in school and graduate from high school with options for the future and that individuals and familes can achieve financial stability through job training and housing.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a)..... 3 11
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 8
5 Total number of individuals employed in calendar year 2011 (Part V, line 2a) ... 5 0
6 Total number of volunteers (estimate if necessary) .... 6 100
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 0
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 9,681,309 946,157
9 Program service revenue (Part VIII, line 2g) ......... 0 0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 0 2,619
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 0 0
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 9,681,309 948,776
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 9,421,567 1,565,086
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) 0 0
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 1,002,965 869,186
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 10,424,532 2,434,272
19 Revenue less expenses. Subtract line 18 from line 12....... -743,223 -1,485,496
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 7,217,805 1,271,539
21 Total liabilities (Part X, line 26)............. 5,732,309 1,271,539
22 Net assets or fund balances. Subtract line 21 from line 20..... 1,485,496 0
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
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid preparer use only
Print/type preparer's name
 
Preparer's signature
Date
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
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2011)
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 .........
1
Briefly describe the organization’s mission: None
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 1,565,086 including grants of $ 1,565,086 ) (Revenue $ 0 )
United Ways of New England, Inc. (UWONE) is a charitable fundraising support organization and classified as a Type III 509 (a)(3) organization. UWONE was established as a cooperative venture amoung local, neighboring United Ways in eastern New England for the purposes of planning, coordinating and executing regional fund-raising campaigns directed to selected major business organizations in the area. As of December 1996, the name of the organization was officially changed to United Ways of New England, Inc. (UWONE). The board of directors is comprised of eleven members, most of whom are senior executives from participating companies. The board works closely with an advisory committee comprised of CEO's from local United Ways in Massachusetts, Rhode Island, and New Hampshire.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $ 0 including grants of $ 0 ) (Revenue $ 0 )
4e Total program service expensesMediumBullet$ 1,565,086
Form 990 (2011)
Form 990 (2011)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part II.........................
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part III........................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete Schedule D, Part I....................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part II...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III ....................
8
 
No
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IV...................
9
 
No
10
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
10
 
No
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.
11a
 
No
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.
11d
 
No
e
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
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.
11f
 
No
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
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States or aggregate foreign investments valued at $100,000 or more? If “Yes,” complete Schedule F, Part I.........
14b
 
No
15
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..
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III..
16
 
No
17
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
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II..........
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H.....
20a
 
No
b
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)
Form 990 (2011)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants and other assistance to any government or organization in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III.....
22
 
No
23
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................
23
 
No
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
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
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
 
 
d
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
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II.........................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If “Yes,” complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV .........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV...................
28b
 
No
c
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
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule M
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
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........
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1..................... Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
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
 
No
36
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...........
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2011)
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
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
0
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
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 .....................
2a
0
b
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)
2b
 
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
 
No
b
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.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
No
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
No
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
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
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
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
 
 
b
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
 
c
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
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2011)
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
No
1a
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.
1a
11
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
8
2
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? .................
2
 
No
3
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? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
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? .................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ............
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ..........
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
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
 
b
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
 
b
Were officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ........................
12b
Yes
 
c
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
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
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
 
No
b
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
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
MA
18
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.
19
Describe in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
Patricia Latimore Asst Treasurer
51 Sleeper Street
Boston,MA02210
(617) 624-8000
Form 990 (2011)
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.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet 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.

RoundBullet 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.

RoundBullet 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
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) Gary L Countryman
Immediate Past Chairman and Director
 2 X           0 0 0
(2) Bruce Bacon
Director
 2 X           0 0 0
(3) Michael Durkin
Director
 2 X           0 0 0
(4) James Fowler
Director
 2 X           0 0 0
(5) Philip Grzewinski
Director
 2 X           0 0 0
(6) Charles Jerabek
Director
 2 X           0 0 0
(7) Donald Mattise
Director
 2 X           0 0 0
(8) Robert Powers
Director
 2 X           0 0 0
(9) Richard Moore
Chairman and Director
 2 X           0 0 0
(10) Maura O Banta
Secretary
 2 X           0 0 0
(11) Allen Maltz
Treasurer
 2 X           0 0 0
(12) Patricia Latimore
Assistant Treasurer
 2 X           0 0 0










Form 990 (2011)
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
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;


























1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 0 0 0
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet0
Yes
No
3
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 .............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
 
No
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
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
United Way of Massachusetts Bay Inc
51 Sleeper Street
Boston,MA02210 		management fees 869,186
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet1
Form 990 (2011)
Form 990 (2011)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, Gifts, Grants and Other Similar Amounts 1a Federated campaigns..1a 0
b Membership dues....1b 0
c Fundraising events....1c 0
d Related organizations...1d 0
e Government grants (contributions)1e 0
f All other contributions, gifts, grants, and
similar amounts not included above1f 		946,157
g Noncash contributions included in lines 1a-1f:$ 0
h Total. Add lines 1a-1f.......MediumBullet 946,157
Program Service Revenue Business Code
2a
b
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 0
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 2,619 0 0 2,619
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0 0 0 0
5 Royalties............MediumBullet 0 0 0 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).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory    
b Less: cost or other basis and sales expenses    
c Gain or (loss) 0 0
d Net gain or (loss)..........MediumBullet        
8a Gross income from fundraising events (not including
$ 0
of contributions reported on line 1c). See Part IV, line 18 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
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...MediumBullet        
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..MediumBullet        
Miscellaneous Revenue Business Code
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ......MediumBullet 0
12 Total revenue. See Instructions....MediumBullet 948,776 0 0 2,619
Form 990 (2011)
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 1,565,086 1,565,086
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 0 0
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 0 0
4 Benefits paid to or for members 0 0
5 Compensation of current officers, directors, trustees, and key employees .... 0 0 0 0
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 0 0 0
7 Other salaries and wages 0 0 0 0
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 0 0 0 0
9 Other employee benefits ....... 0 0 0 0
10 Payroll taxes ...........        
11 Fees for services (non-employees):        
a Management ...... 869,186 0 869,186 0
b Legal ......... 0 0 0 0
c Accounting ........... 0 0 0 0
d Lobbying ........... 0 0 0 0
e Professional fundraising. See Part IV, line 17.. 0 0
f Investment management fees ...... 0 0 0 0
g Other .......... 0 0 0 0
12 Advertising and promotion .... 0 0 0 0
13 Office expenses ....... 0 0 0 0
14 Information technology ...... 0 0 0 0
15 Royalties .. 0 0 0 0
16 Occupancy ........... 0 0 0 0
17 Travel ............ 0 0 0 0
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0 0 0 0
19 Conferences, conventions, and meetings .... 0 0 0 0
20 Interest ........... 0 0 0 0
21 Payments to affiliates ....... 0 0 0 0
22 Depreciation, depletion, and amortization ..... 0 0 0 0
23 Insurance .............. 0 0 0 0
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
b
c
d
e
f All other expenses 0 0 0 0
25 Total functional expenses. Add lines 1 through 24f 2,434,272 1,565,086 869,186 0
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 MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2011)
Form 990 (2011)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 3,015,240 1 1,271,539
2 Savings and temporary cash investments ....... 0 2 0
3 Pledges and grants receivable, net ......... 4,200,042 3 0
4 Accounts receivable, net ......... 2,523 4 0
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..........   5 0
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 0
7 Notes and loans receivable, net .............   7 0
8 Inventories for sale or use ..............   8 0
9 Prepaid expenses and deferred charges ............   9 0
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a  
b Less: accumulated depreciation. ..... 10b     10c  
11 Investments—publicly traded securities ..........   11 0
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 0
15 Other assets. See Part IV, line 11 ...........   15 0
16 Total assets. Add lines 1 through 15 (must equal line 34)... 7,217,805 16 1,271,539
Liabilities 17 Accounts payable and accrued expenses . 0 17 11,560
18 Grants payable ..........   18  
19 Deferred revenue ..........   19  
20 Tax-exempt bond liabilities ..........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D..... 5,732,309 25 1,259,979
26 Total liabilities. Add lines 17 through 25..... 5,732,309 26 1,271,539
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 1,485,496 27 0
28 Temporarily restricted net assets ..... 0 28 0
29 Permanently restricted net assets ..... 0 29 0
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 1,485,496 33 0
34 Total liabilities and net assets/fund balances ..... 7,217,805 34 1,271,539
Form 990 (2011)
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 .........
1
Total revenue (must equal Part VIII, column (A), line 12) ...
1
948,776
2
Total expenses (must equal Part IX, column (A), line 25) ....
2
2,434,272
3
Revenue less expenses. Subtract line 2 from line 1 ...
3
-1,485,496
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
1,485,496
5
Other changes in net assets or fund balances (explain in Schedule O) ...
5
0
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) ....
6
0
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII .........
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?....
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
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. ...........................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
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? ................
3a
 
No
b
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. ..
3b
 
 
Form 990 (2011)
Additional Data


Software ID: 11000129
Software Version: v1.00
Form 990, Special Condition Description:
Special Condition Description
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.
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 WAYS OF NEW ENGLAND INC
 
Employer identification number

04-2687831
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
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.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
No
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
No
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
No
h
(i)
Name of supported organization 		(ii)
EIN 		(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions)) 		(iv)
Is the organization in col. (i) listed in your governing document? 		(v)
Did you notify the organization in col. (i) of your support? 		(vi)
Is the organization in col. (i) organized in the U.S.? 		(vii)
Amount of support?
Yes No Yes No Yes No
(1) Concord Carlisle Community Chest Inc
  		042157042 501(c)(3) Yes   Yes   Yes   785
(2) United Way of Massachusetts Bay Inc
  		042382233 501(c)(3) Yes   Yes   Yes   3,522,119
(3) Cape Islands United Way
  		042271714 501(c)(3) Yes   Yes   Yes   76,963
(4) Heritage United Way
  		020225575 501(c)(3) Yes   Yes   Yes   152,509
(5) United Way of Central Massachusetts Inc
  		042104017 501(c)(3) Yes   Yes   Yes   166,398
(6) United Way of Greater Nashua Inc
  		026015642 501(c)(3) Yes   Yes   Yes   73,555
(7) United Way of Tri-County Inc
  		042104231 501(c)(3) Yes   Yes   Yes   197,971
(8) United Way of Acton-Boxborough Inc
  		042740795 501(c)(3) Yes   Yes   Yes   21,177
(9) United Way of Greater Attleboro Taunton
  		042104020 501(c)(3) Yes   Yes   Yes   316,200
(10) North Shore United Way Inc
  		042257377 501(c)(3) Yes   Yes   Yes   69,825
(11) United Way of Greater Fall River Inc
  		042104026 501(c)(3) Yes   Yes   Yes   49,107
(12) United Way of Franklin County
  		042212894 501(c)(3) Yes   Yes   Yes   3,288
(13) United Way of Greater Plymouth County Inc
  		042103940 501(c)(3) Yes   Yes   Yes   160,472
(14) United Way of Rhode Island Inc
  		050276059 501(c)(3) Yes   Yes   Yes   246,559
(15) United Way of Greater New Bedford Inc
  		042104264 501(c)(3) Yes   Yes   Yes   69,619
(16) United Way of North Central Mass Inc
  		042233021 501(c)(3) Yes   Yes   Yes   43,780
Total                 5,170,327

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2011
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.") ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3..            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..            
6 Public Support. Subtract line 5 from line 4.            
Section B. Total 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..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..            
11 Total support (Add lines 7 through 10).            
12
12
 
13
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2011
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.).            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2011
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
Amount of support included in Schedule A, Part I includes allocations and designations to the 16 participating United Ways.
 
 
 
Schedule A (Form 990 or 990-EZ) 2011

Additional Data


Software ID: 11000129
Software Version: v1.00
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2011
Name of organization
UNITED WAYS OF NEW ENGLAND INC
 
Employer identification number

04-2687831
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




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
Special Rules
......................... 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
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
UNITED WAYS OF NEW ENGLAND INC
  		Employer identification number

04-2687831
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




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 3
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
UNITED WAYS OF NEW ENGLAND INC
  		Employer identification number

04-2687831
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 WAYS OF NEW ENGLAND INC
  		Employer identification number

04-2687831
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		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Additional Data


Software ID: 11000129
Software Version: v1.00
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet 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 WAYS OF NEW ENGLAND INC
 
Employer identification number

04-2687831
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .......    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) ...    
4 Aggregate value at end of year .......    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the 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  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
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)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
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.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance 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 $  
2
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:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
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

Schedule D (Form 990) 2011
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
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.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance ....        
b Contributions ........        
c Net investment earnings, gains, and losses ...        
d Grants or scholarships .....        
e Other expenditures for facilities
and programs ........ 		       
f Administrative expenses ....        
g End of year balance ......        
2
Provide the estimated percentage of the year end balance (line 1g) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
 
(ii) related organizations ........................
3a(ii)
 
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................      
b Buildings ................        
c Leasehold improvements ............        
d Equipment ................        
e Other .................        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet  
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
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.)...........Small Bullet  
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Book value
Federal Income Taxes  
Donor Designation Payable 1,259,979








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 1,259,979
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

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) .................... 1 948,776
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2 2,434,272
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3 -1,485,496
4 Net unrealized gains (losses) on investments .......................... 4 0
5 Donated services and use of facilities ............................. 5 0
6 Investment expenses ................................... 6 0
7 Prior period adjustments .................................. 7 0
8 Other (Describe in Part XIV.) ................................. 8 0
9 Total adjustments (net). Add lines 4 through 8 ......................... 9 0
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10 -1,485,496
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1 948,776
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 0
b Donated services and use of facilities ......... 2b 0
c Recoveries of prior year grants ........... 2c 0
d Other (Describe in Part XIV.) ............ 2d 0
e Add lines 2a through 2d ..................... 2e 0
3 Subtract line 2e from line 1..................... 3 948,776
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 0
b Other (Describe in Part XIV.) ........... 4b 0
c Add lines 4a and 4b....................... 4c 0
5 Total Revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 948,776
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1 2,434,272
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a 0
b Prior year adjustments .............. 2b 0
c Other losses ................ 2c 0
d Other (Describe in Part XIV.) ............ 2d 0
e Add lines 2a through 2d...................... 2e 0
3 Subtract line 2e from line 1..................... 3 2,434,272
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 0
b Other (Describe in Part XIV.) ............ 4b 0
c Add lines 4a and 4b....................... 4c 0
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 2,434,272
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
Schedule D (Form 990) 2011

Additional Data


Software ID: 11000129
Software Version: v1.00




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 WAYS OF NEW ENGLAND INC
 
Employer identification number
04-2687831
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. 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 (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) American Cancer Society New England Division
N/A30 Speen Street
N/A
Framingham,MA01701 		06-0271570 501(c)(3) 5,843 0 N/A N/A Community Impact
(2) Berkshire United Way
N/A200 South Street
N/A
Pittsfield,MA01202 		04-2104841 501(c)(3) 12,036 0 N/A N/A Community Impact
(3) Cape and Islands United Way
N/A749 Main Street 2Nd Floor
N/A
Hyannis,MA02601 		04-2271714 501(c)(3) 76,963 0 N/A N/A Community Impact
(4) Community Covenant Church
N/A615 Tremont Street
N/A
Rehoboth,MA02769 		23-7253717 501(c)(3) 18,265 0 N/A N/A Community Impact
(5) Community Health Charities
N/A30 Laurel St Fl 2
N/A
Hartford,CT06106 		13-6167225 501(c)(3) 5,297 0 N/A N/A Community Impact
(6) Greater Twin Cities United Way
N/A404 South 8th Street
N/A
Minneapolis,MN55404 		41-1973442 501(c)(3) 9,942 0 N/A N/A Community Impact
(7) Hampshire Community United Way
N/A71 King Street
N/A
Northampton,MA01061 		04-2104792 501(c)(3) 8,978 0 N/A N/A Community Impact
(8) Heritage United Way
N/A228 Maple St 4th Fl
N/A
Manchester,NH03103 		02-0225575 501(c)(3) 152,509 0 N/A N/A Community Impact
(9) Lakes Region United Way
N/A95 Water Street
N/A
Laconia,NH03246 		02-0268233 501(c)(3) 27,112 0 N/A N/A Community Impact
(10) Middlesex United Way
N/A100 Riverview Center Ste 230
N/A
Middletown,CT06457 		06-0665170 501(c)(3) 14,415 0 N/A N/A Community Impact
(11) Monadnock United Way
N/A23 Center Street
N/A
Keene,NH03431 		02-0236885 501(c)(3) 57,941 0 N/A N/A Community Impact
(12) North Shore United Way
N/ALockbox 231198 Momentum Place
N/A
Chicago,IL60689 		04-2257377 501(c)(3) 69,825 0 N/A N/A Community Impact
(13) Northern Berkshire UW
N/APO Box 955
N/A
North Adams,MA01247 		04-2104785 501(c)(3) 5,459 1 N/A N/A Community Impact
(14) St Judes Childrens Research Hospital
N/A501 St Jude Place
N/A
Memphis,TN38105 		62-0646012 501(c)(3) 10,917 2 N/A N/A Community Impact
(15) St Marys Area United Way
N/A44 South St Marys Street
N/A
St Marys,PA15857 		25-1155475 501(c)(3) 17,306 3 N/A N/A Community Impact
(16) Tulsa Area UW
N/APO Box 1859
N/A
Tulsa,OK74101 		73-0580283 501(c)(3) 10,956 4 N/A N/A Community Impact
(17) United Way of Rock River Valley
N/A612 N Main St Ste 300
N/A
Rockford,IL61103 		36-2167843 501(c)(3) 16,340 5 N/A N/A Community Impact
(18) United Way of Tri-County
N/A46 Park Street
N/A
Framingham,MA01702 		04-2104231 501(c)(3) 15,297 6 N/A N/A Community Impact
(19) United Way Acton Boxborough
N/APO Box 2258
N/A
Acton,MA01720 		04-2740795 501(c)(3) 21,177 7 N/A N/A Community Impact
(20) United Way of Addison County
N/A2 Court Street
N/A
Middlebury,VT05753 		03-0221010 501(c)(3) 9,372 8 N/A N/A Community Impact
(21) United Way Allegheny County
N/AOne Smithfield Street
N/A
Pittsburgh,PA15230 		25-1043578 501(c)(3) 20,541 9 N/A N/A Community Impact
(22) United Way Androscoggin County
N/A66 Ash Street
N/A
Lewiston,ME04243 		01-0211564 501(c)(3) 30,788 10 N/A N/A Community Impact
(23) United Way Asheville & Buncombe Co
N/A50 South French Broad St
N/A
Asheville,NC28801 		56-0576157 501(c)(3) 7,054 11 N/A N/A Community Impact
(24) United Way of Aroostook
N/A480 Main St 3
N/A
Presque Isle,ME04769 		23-7147455 501(c)(3) 6,399 12 N/A N/A Community Impact
(25) United Way of Bergen County
N/A6 Forest Ave Ste 2
N/A
Paramus,NJ07652 		22-6028959 501(c)(3) 16,183 13 N/A N/A Community Impact
(26) United Way of Buffalo And Erie Counties
N/A742 Delaware Avenue
N/A
Buffalo,NY14209 		16-0743969 501(c)(3) 6,691 14 N/A N/A Community Impact
(27) United Way of Central & Northeastern CT
N/APO Box 33754
N/A
Hartford,CT06150 		06-0646653 501(c)(3) 62,738 15 N/A N/A Community Impact
(28) United Way of Central Indiana
N/APO Box 88409
N/A
Indianapolis,IN46208 		35-1007590 501(c)(3) 9,791 16 N/A N/A Community Impact
(29) United Way of Central Jersey
N/A32 Ford Avenue
N/A
Milltown,NJ08850 		22-1520408 501(c)(3) 7,435 17 N/A N/A Community Impact
(30) United Way of Central Maryland
N/APO Box 1576
N/A
Baltimore,MD21203 		52-0591543 501(c)(3) 26,182 18 N/A N/A Community Impact
(31) United Way of Central Massachusetts
N/A484 Main Street Ste 300
N/A
Worcester,MA01608 		04-2104017 501(c)(3) 166,398 19 N/A N/A Community Impact
(32) United Way of Central New York
N/APO Box 2129
N/A
Syracuse,NY13220 		15-0532073 501(c)(3) 5,300 20 N/A N/A Community Impact
(33) United Way of Chittenden County
N/A412 Farrell St Ste 200
N/A
South Burlington,VT05403 		03-0217229 501(c)(3) 27,725 21 N/A N/A Community Impact
(34) UW of Coastal Fairfield County
N/A75 Washington Avenue
N/A
Bridgeport,CT06604 		06-0864341 501(c)(3) 32,345 22 N/A N/A Community Impact
(35) United Way of Dane County
N/APO Box 7548
N/A
Madison,WI53707 		39-0817532 501(c)(3) 7,842 23 N/A N/A Community Impact
(36) United Way of Delaware
N/APO Box 566
N/A
Wilmington,DE19801 		51-0073399 501(c)(3) 5,774 24 N/A N/A Community Impact
(37) United Way of Dutchess County
N/A75 Market Street
N/A
Poughkeepsie,NY12601 		14-1344805 501(c)(3) 12,093 25 N/A N/A Community Impact
(38) United Way of Eastern Maine
N/A24 Springer Dr Ste 201
N/A
Bangor,ME04401 		01-0211478 501(c)(3) 33,374 26 N/A N/A Community Impact
(39) United Way of Greater Attleboro Taunton
N/A247 Maple Street
N/A
Attleboro,MA02703 		04-2104020 501(c)(3) 316,200 27 N/A N/A Community Impact
(40) United Way of Greater Fall River
N/APOBOX 2550
N/A
Fall River,MA02722 		04-2104026 501(c)(3) 49,107 28 N/A N/A Community Impact
(41) United Way of Greater Nashua
N/A20 Broad Street
N/A
Nashua,NH03064 		02-6015642 501(c)(3) 73,555 29 N/A N/A Community Impact
(42) United Way of Greater New Bedford
N/A105 William Street 4th Fl
N/A
New Bedford,MA02740 		04-2104264 501(c)(3) 69,619 30 N/A N/A Community Impact
(43) United Way of Greater New Haven
N/A71 Orange Street
N/A
New Haven,CT06510 		06-0646761 501(c)(3) 32,570 31 N/A N/A Community Impact
(44) United Way of Greater Plymouth County
N/A928 West Chestnut St
N/A
Brockton,MA02301 		04-2103940 501(c)(3) 160,472 32 N/A N/A Community Impact
(45) United Way of Greater Portland
N/APO Box 15200
N/A
Portland,ME04112 		01-0241767 501(c)(3) 74,322 33 N/A N/A Community Impact
(46) United Way of Greater Rochester
N/A75 College Avenue
N/A
Rochester,NY14607 		16-1015782 501(c)(3) 44,225 34 N/A N/A Community Impact
(47) United Way of Greater Waterbury
N/APO Box 2688
N/A
Waterbury,CT06723 		06-0646636 501(c)(3) 23,968 35 N/A N/A Community Impact
(48) United Way of Green Mountain
N/A963 Paine Turnpike North 2
N/A
Montpelier,VT05602 		03-0261384 501(c)(3) 31,329 36 N/A N/A Community Impact
(49) United Way of Hudson County
N/A857 Bergen Avenue
N/A
Jersey City,NJ07306 		22-1487218 501(c)(3) 7,325 37 N/A N/A Community Impact
(50) United Way of Kennebec Valley
N/A331 Water St Ste 5
N/A
Augusta,ME04330 		01-6004404 501(c)(3) 9,540 38 N/A N/A Community Impact
(51) United Way of Lake County
N/A330 S Greenleaf St
N/A
Gurnee,IL60031 		36-2167949 501(c)(3) 5,738 39 N/A N/A Community Impact
(52) UW of Lamoille County
N/A20 Morrisville Plaza Ste B
N/A
Morrisville,VT05661 		22-2774485 501(c)(3) 5,750 40 N/A N/A Community Impact
(53) United Way of Lancaster County (PA)
N/A630 Janet Avenue
N/A
Lancaster,PA17601 		23-1352093 501(c)(3) 12,039 41 N/A N/A Community Impact
(54) United Way of Long Island
N/A819 Grand Boulevard
N/A
Deer Park,NY11729 		11-6042392 501(c)(3) 21,832 42 N/A N/A Community Impact
(55) United Way of Massachusetts Bay Inc
N/A51 Sleeper St
N/A
Boston,MA02210 		04-2382233 501(c)(3) 3,522,119 43 N/A N/A Community Impact
(56) United Way of Meriden
N/A35 Pleasant Street Suite 1E
N/A
Meriden,CT06450 		06-0646714 501(c)(3) 12,811 44 N/A N/A Community Impact
(57) United Way of Merrimack County
N/A46 South Main Street
N/A
Concord,NH03301 		02-6006033 501(c)(3) 12,809 45 N/A N/A Community Impact
(58) United Way of Metropolitan Atlanta
N/A100 Edgewood Avenue NE
N/A
Atlanta,GA30303 		58-0566194 501(c)(3) 5,078 46 N/A N/A Community Impact
(59) United Way of Metropolitan Chicago
N/A560 West Lake Street
N/A
Chicago,IL60661 		30-0200478 501(c)(3) 8,680 47 N/A N/A Community Impact
(60) United Way of Miami Dade
N/A3250 SW Third Ave
N/A
Miami,FL33129 		59-0830840 501(c)(3) 7,918 48 N/A N/A Community Impact
(61) United Way of Mid Coast Maine
N/A34 Wing Farm Parkway Ste 201
N/A
Bath,ME04530 		01-6004866 501(c)(3) 19,625 49 N/A N/A Community Impact
(62) United Way of Mid-Maine
N/APO Box 91
N/A
Waterville,ME04903 		01-0233280 501(c)(3) 17,642 50 N/A N/A Community Impact
(63) United Way of Milford Inc
N/A54 Darina Place
N/A
Milford,CT06460 		06-0724409 501(c)(3) 8,395 51 N/A N/A Community Impact
(64) United Way of Monmouth County
N/A1415 Wyckoff Road Wall Township
N/A
Farmingdale,NJ07727 		22-1828435 501(c)(3) 8,798 52 N/A N/A Community Impact
(65) United Way of Morris County
N/APO Box 1948
N/A
Morristown,NJ07962 		22-1487247 501(c)(3) 7,992 53 N/A N/A Community Impact
(66) United Way of New York City
N/A2 Park Avenue 2nd Fl
N/A
New York,NY10016 		13-2617681 501(c)(3) 20,402 54 N/A N/A Community Impact
(67) United Way of North Central Massachusetts
N/A285 John Fitch Hwy Ste 1
N/A
Fitchburg,MA01420 		04-2233021 501(c)(3) 43,780 55 N/A N/A Community Impact
(68) United Way of Northeast Florida
N/APO Box 41428
N/A
Jacksonville,FL32203 		59-0637825 501(c)(3) 6,257 56 N/A N/A Community Impact
(69) United Way of Northeastern New York
N/APO Box 13865
N/A
Albany,NY12212 		14-1338305 501(c)(3) 5,190 57 N/A N/A Community Impact
(70) United Way of Northern NH
N/APO Box 614
N/A
Berlin,NH03570 		02-0303906 501(c)(3) 13,446 58 N/A N/A Community Impact
(71) United Way of Northern Shenandoah Valley
N/APO Box 460
N/A
Winchester,VA22604 		54-0525106 501(c)(3) 19,901 59 N/A N/A Community Impact
(72) United Way of Northwest CT Inc
N/A16 Bird St Ste 1
N/A
Torrington,CT06790 		06-6009309 501(c)(3) 13,893 60 N/A N/A Community Impact
(73) United Way of Ocean County
N/A650 Washington St Ste 2
N/A
Toms River,NJ08753 		22-2148978 501(c)(3) 21,013 61 N/A N/A Community Impact
(74) United Way of Ontario County
N/A5297 Parkside Drive Suite 440
N/A
Canadaiqua,NY14424 		16-0865060 501(c)(3) 5,097 62 N/A N/A Community Impact
(75) UW of Orange County
N/A18012 Mitchell Avenue South
N/A
Irvine,CA92614 		06-1045698 501(c)(3) 8,153 63 N/A N/A Community Impact
(76) United Way of Rhode Island
N/A229 Waterman Street
N/A
Providence,RI02906 		05-0276059 501(c)(3) 246,559 64 N/A N/A Community Impact
(77) UW of Rockland County
N/A135 Main St
N/A
Nyack,NY10960 		13-2535262 501(c)(3) 5,174 65 N/A N/A Community Impact
(78) United Way of Rutland County Inc
N/A6 Church St Ste 1
N/A
Rutland,VT05701 		03-6000224 501(c)(3) 11,642 66 N/A N/A Community Impact
(79) UW of San Diego County
N/A4699 Murphy Conyon Road
N/A
San Diego,CA92123 		95-2213995 501(c)(3) 7,525 67 N/A N/A Community Impact
(80) United Way of Somerset County
N/APO Box 6835
N/A
Bridgewater,NJ08807 		22-1627729 501(c)(3) 16,105 68 N/A N/A Community Impact
(81) United Way of Southeastern Connecticut
N/APO Box 375
N/A
Gales Ferry,CT06335 		06-0771393 501(c)(3) 35,803 69 N/A N/A Community Impact
(82) United Way of Southeastern Pennsylvania
N/A7 Benjamin Franklin Parkway U
N/A
Philadelphia,PA19103 		23-1556045 501(c)(3) 10,603 70 N/A N/A Community Impact
(83) UW of Stamford
N/A62 Palmers Hill Road
N/A
Stamford,CT06902 		06-0646577 501(c)(3) 7,953 71 N/A N/A Community Impact
(84) United Way of the Bluegrass
N/A2480 Fortune Drive 250
N/A
Lexington,KY40509 		61-0444679 501(c)(3) 50,861 72 N/A N/A Community Impact
(85) United Way of the Greater Lehigh Valley
N/A2200 Avenue A 3rd Fl
N/A
Bethlehem,PA18017 		23-2657933 501(c)(3) 11,157 73 N/A N/A Community Impact
(86) United Way of the Lower Eastern Shore
N/A801 N Salisbury Blvd Ste 202
N/A
Salisbury,MD21801 		52-6016589 501(c)(3) 9,236 74 N/A N/A Community Impact
(87) UW of the National Capital Area
N/A8391 Old Courthouse Rd Ste 200
N/A
Vienna,VA22182 		53-0234290 501(c)(3) 35,025 75 N/A N/A Community Impact
(88) United Way of the Upper Valley
N/A10 Bank Street
N/A
Lebanon,NH03766 		02-0306103 501(c)(3) 8,102 76 N/A N/A Community Impact
(89) United Way of Tri-County
N/A46 Park Street
N/A
Framingham,MA01702 		04-2104231 501(c)(3) 197,971 77 N/A N/A Community Impact
(90) United Way of Union County
N/A33 West Grand Street
N/A
Elizabeth,NJ07202 		22-1904427 501(c)(3) 7,424 78 N/A N/A Community Impact
(91) United Way of Webster And Dudley
N/A275 Main Street
N/A
Webster,MA01570 		04-2380352 501(c)(3) 6,992 79 N/A N/A Community Impact
(92) United Way of West Central Connecticut
N/A200 Main Street
N/A
Bristol,CT06010 		06-0653262 501(c)(3) 8,894 80 N/A N/A Community Impact
(93) United Way of Westchester and Putnam Inc
N/APO Box 520
N/A
Hartsdale,NY10530 		13-1997636 501(c)(3) 25,173 81 N/A N/A Community Impact
(94) United Way of Western Connecticut
N/A62 Palmers Hill Road
N/A
Stamford,CT06902 		06-0646577 501(c)(3) 13,848 82 N/A N/A Community Impact
(95) United Way of York County
N/APO Box 727
N/A
Kennebunk,ME04043 		01-0276862 501(c)(3) 62,439 83 N/A N/A Community Impact
(96) United Way of York County
N/APO Box 1663
N/A
York,PA17405 		23-1352588 501(c)(3) 11,479 84 N/A N/A Community Impact
(97) UW Pioneer Valley Community
N/A184 Mill Street
N/A
Springfield,MA01102 		04-2152680 501(c)(3) 32,428 85 N/A N/A Community Impact
(98) United Way Windham Countybrooks House
N/A28 Vernon St Ste 410
N/A
Brattleboro,VT05301 		03-6003074 501(c)(3) 8,126 86 N/A N/A Community Impact
(99) Valley United Way
N/A3 Corporate Dr Ste 501
N/A
Shelton,CT06484 		06-0847098 501(c)(3) 15,186 87 N/A N/A Community Impact
(100) United Way Services of Cleveland
N/A1331 Euclid Avenue
N/A
Cleveland,OH44115 		34-6516654 501(c)(3) 5,020 88 N/A N/A Community Impact
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
100
3
Enter total number of other organizations listed in the line 1 table ......................... . Bullet Image
0
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2011

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
SchI_P01_S00_L02 Schedule I, Part I, Line 2 Grants include allocations to participating United Ways and designations to 501(c)(3) organizations. United Way of Massachusetts Bay, Inc., through a performance agreement, provides fiscal oversight of all grant distributions.
Schedule I (Form 990) 2011


Additional Data


Software ID: 11000129
Software Version: v1.00


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 WAYS OF NEW ENGLAND INC
 
Employer identification number

04-2687831
Identifier Return Reference Explanation
F990_P03_S00_L03 Form 990, Part III, Line 3 During fiscal 2011, the Board of Directors of UWONE voted to end operations. As of July 2, 2011, campaigns managed by UWONE in the past were transitioned to local United Way organizations, including the United Way of Massachusetts Bay and Merrimack Valley. The transition of these activities to other United Way organizations is designed to foster greater administrative efficiency in the management, monitoring, and oversight relative to the regional campaigns of selected major business organizations. Final distributions of donor contributions occurred after year-end. Management expects this entity will be inactive after these payments are made. The philosophy relative to raising and distribution of funds raised by the organizations to which this work has been transitioned will remain the same.
F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b As part of the performance agreement between United Ways of New England, Inc. and United Way of Massachusetts Bay, Inc. (UWMB), a related organization, UWMB's Administration and Finance Committee reviews the annual Form 990 and recommends approval to UWMB's Board of Directors.
F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c United Ways of New England, Inc.'s (UWONE) Code of Ethics is intended to guide and advance the ethical conduct of both volunteers and staff in carrying out their UWONE responsibilities. As part of the Code of Ethics, all volunteers and staff must avoid any conflict of interest, or the appearance of a conflict of interest, which could tarnish the reputation of UWONE or undermine the public's trust in UWONE staff and volunteers. To ensure that the best interests of UWONE are served all volunteers and staff upon first being elected, appointed, hired or assigned, discloses in writing, to the best of his or her knowledge, any potential business or agency conflicts of interest that involve the individual, his or her immediate relatives, or any entity with which he or she is associated in a significant leadership or ownership capacity. Thereafter, these disclosures are updated annually, or sooner if changed circumstances in a particular case may warrant. Through a performance agreement, the terms of all potential conflicts of interest are reviewed by United Way of Massachusetts Bay, Inc's (UWMB) management and reported to UWMB's audit committee on an annual basis. The committee develops recommendations as to whether, all factors considered, a given transaction is on fair and reasonable terms and is in the best interest of UWONE and provides these recommendations to UWONE's Board of Directors for approval.
F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 There were no officers, key employees or highly compensated employees during the reporting period.
F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 UWONE provides the most recently available Form 990 on their website. In addition, upon request, UWONE will provide any governing documents, conflict of interest policy, and audited financial statements. UWONE's audited financial statements are available for public inspection at the Massachusetts Attorney General's office.
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: 11000129
Software Version: v1.00
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
UNITED WAYS OF NEW ENGLAND INC
 
Employer identification number

04-2687831
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)
(a)
Name, address, and EIN of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income
(e)
End-of-year assets


 		(f)
Direct controlling
entity

















Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled organization
Yes No
(1) Concord Carlisle Comm Chest
N/A
111 Old Road To Nine Acre Cnr
N/A
Concord,MA01742
04-2157042 		Community Impact MA 501(c)(3) Line 7 N/A
 
 
(2) United Way of Massachusetts Bay Inc
N/A
51 Sleeper St
N/A
Boston,MA02210
04-2382233 		Community Impact MA 501(c)(3) Line 7 N/A
 
 
(3) Cape and Islands United Way
N/A
749 Main Street 2Nd Floor
N/A
Hyannis,MA026014327
04-2271714 		Community Impact MA 501(c)(3) Line 7 N/A
 
 
(4) Heritage United Way
N/A
228 Maple St 4th Fl
N/A
Manchester,NH03103
02-0225575 		Community Impact MA 501(c)(3) Line 7 N/A
 
 
(5) United Way of Central Massachusetts
N/A
484 Main Street Ste 300
N/A
Worcester,MA016081880
04-2104017 		Community Impact MA 501(c)(3) Line 7 N/A
 
 
(6) United Way of Greater Nashua
N/A
20 Broad Street
N/A
Nashua,NH03064
02-6015642 		Community Impact MA 501(c)(3) Line 7 N/A
 
 
(7) United Way of Tri-County
N/A
46 Park Street
N/A
Framingham,MA01702
04-2104231 		Community Impact MA 501(c)(3) Line 7 N/A
 
 
(8) United Way Acton-Boxborough
N/A
PO Box 2258
N/A
Acton,MA017206258
04-2740795 		Community Impact MA 501(c)(3) Line 7 N/A
 
 
(9) United Way of Greater Attleboro Taunton
N/A
247 Maple Street
N/A
Attleboro,MA02703
04-2104020 		Community Impact MA 501(c)(3) Line 7 N/A
 
 
(10) United Way of Greater Fall River
N/A
POBOX 2550
N/A
Fall River,MA02722
04-2104026 		Community Impact MA 501(c)(3) Line 7 N/A
 
 
(11) North Shore United Way
N/A
Lockbox 231198 Momentum Place
N/A
Chicago,IL60689
04-2257377 		Community Impact MA 501(c)(3) Line 7 N/A
 
 
(12) United Way of Franklin County
N/A
51 Davis St 2
N/A
Greenfield,MA01301
04-2212894 		Community Impact MA 501(c)(3) Line 7 N/A
 
 
(13) United Way of Greater Plymouth County
N/A
928 West Chestnut St
N/A
Brockton,MA02301
04-2103940 		Community Impact MA 501(c)(3) Line 7 N/A
 
 
(14) United Way of Rhode Island
N/A
229 Waterman Street
N/A
Providence,RI029065212
05-0276059 		Community Impact MA 501(c)(3) Line 7 N/A
 
 
(15) United Way of Greater New Bedford
N/A
105 William Street 4th Fl
N/A
New Bedford,MA02740
04-2104264 		Community Impact MA 501(c)(3) Line 7 N/A
 
 
(16) United Way of North Central Massachusetts
N/A
285 John Fitch Hwy Ste 1
N/A
Fitchburg,MA01420
04-2233021 		Community Impact MA 501(c)(3) Line 7 N/A
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of related organization



 		(b)
Primary activity



 		(c)
Legal domicile
(state or
foreign
country)
 		(d)
Direct controlling
entity


 		(e)
Type of entity
(C corp, S corp,
or trust)

 		(f)
Share of total income



 		(g)
Share of
end-of-year
assets

 		(h)
Percentage
ownership












Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III or IV.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
No
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1k
Yes
 
l Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization 		(b)
Transaction
type(a-r) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) United Way of Massachusetts Bay Inc
N/A
 l 869,186 Effective July 1, 2008, The United Ways of New England Inc. (UWONE) entered into a performance agreement ("agreement") with the United Ways of Massachusetts Bay, Inc. (UWMB) whereby UWMB pays expenses for all necesssary and appropriate UWONE functions. In return, UWMB receives an annual management fee equal to approximately 7.5% of the internally audited gross campaign revenue of the prior year UWONE campaign for participating United Ways and their affiliated organizations and 8.7% for non-participating United Ways and their affiliated organizations. The term of the agreement is through June 30, 2012, as such, UWONE relies on UWMB for its operations and management.
(2) United Way of Massachusetts Bay Inc
N/A
 k 3,522,119 cost
(3) Concord Carlisle Comm Chest
N/A
 k 785 cost
(4) Cape and Islands United Way
N/A
 k 76,963 cost
(5) Heritage United Way
N/A
 k 152,509 cost
(6) United Way of Central Massachusetts
N/A
 k 166,398 cost
(7) United Way of Greater Nashua
N/A
 k 73,555 cost
(8) United Way of Tri-County
N/A
 k 197,971 cost
(9) United Way Acton-Boxborough
N/A
 k 21,177 cost
(10) United Way of Greater Attleboro Taunton
N/A
 k 316,200 cost
(11) United Way of Greater Fall River
N/A
 k 49,107 cost
(12) North Shore United Way
N/A
 k 69,825 cost
(13) United Way of Franklin County
N/A
 k 3,288 cost
(14) United Way of Greater Plymouth County
N/A
 k 160,472 cost
(15) United Way of Rhode Island
N/A
 k 246,559 cost
(16) United Way of Greater New Bedford
N/A
 k 69,619 cost
(17) United Way of North Central Massachusetts
N/A
 k 43,780 cost
Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(e)
Are all
partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V—UBI
amount in box
20 of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation
SchR_P05_S00_L01k Schedule R, Part V, Line 1k Participating Partner United Way Distributions
SchR_P05_S00_L01l Schedule R, Part V, Line 1l Effective July 1, 2008, The United Ways of New England Inc. (UWONE) entered into a performance agreement ("agreement") with the United Ways of Massachusetts Bay, Inc. (UWMB) whereby UWMB pays expenses for all necesssary and appropriate UWONE functions. In return, UWMB receives an annual management fee equal to approximately 7.5% of the internally audited gross campaign revenue of the prior year UWONE campaign for participating United Ways and their affiliated organizations and 8.7% for non-participating United Ways and their affiliated organizations. The term of the agreement is through June 30, 2012, as such, UWONE relies on UWMB for its operations and management.
Additional Data


Software ID: 11000129
Software Version: v1.00