Form990
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2020
Open to Public Inspection
A For the 2020 calendar year, or tax year beginning 07-01-2020 , and ending 06-30-2021
BCheck if applicable:
CName of organization
United Way Of Massachusetts Bay Inc
 
 
Doing business as
United Way Of Massachusetts Bay and Merrimack Valley
 
Number and street (or P.O. box if mail is not delivered to street address)
9 Channel Center Street 500
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Boston, MA02210
D Employer identification number

04-2382233
E Telephone number

G Gross receipts $ 91,352,362
F Name and address of principal officer:
Robert Giannino
9 Channel Center Street 500
Boston,MA02210
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.unitedwaymassbay.org
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1965
M State of legal domicile: MA
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: At United Way, we're on a mission: create positive, lasting change for people in need. As New Englanders, we have great love for our neighborhoods, cities, and towns. There is plenty to celebrate and we have many reasons to be proud. But there are serious issues impacting many of our neighbors, and they're easy to ignore when you don't face them every day - high rates of violence, failing schools, high unemployment, and lack of access to quality healthcare. United Way of Massachusetts Bay is working to change the statistics. Together with thousands of volunteers, supporters, and advocates, we are building stronger neighborhoods by finding solutions, supporting programs, and fighting for the financial stability and educational success of every person in our community.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 41
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 40
5 Total number of individuals employed in calendar year 2020 (Part V, line 2a) ...... 5 146
6 Total number of volunteers (estimate if necessary) ............. 6 3,845
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 39 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 52,395,386 50,231,712
9 Program service revenue (Part VIII, line 2g) ......... 165,264 169,727
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... -52,116 4,235,490
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 1,739,526 1,505,205
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 54,248,060 56,142,134
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 40,790,182 40,691,711
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) 8,584,258 7,195,544
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet4,004,474    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 4,860,264 4,044,872
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 54,234,704 51,932,127
19 Revenue less expenses. Subtract line 18 from line 12....... 13,356 4,210,007
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 61,459,192 83,117,060
21 Total liabilities (Part X, line 26)............. 8,208,459 17,704,930
22 Net assets or fund balances. Subtract line 21 from line 20..... 53,250,733 65,412,130
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 MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2020)
Form 990 (2020)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: At United Way, we're on a mission: create positive, lasting change for people in need. As New Englanders, we have great love for our neighborhoods, cities, and towns. There is plenty to celebrate and we have many reasons to be proud. But there are serious issues impacting many of our neighbors, and they're easy to ignore when you don't face them every day - high rates of violence, failing schools, high unemployment, and lack of access to quality healthcare. United Way of Massachusetts Bay is working to change the statistics. Together with thousands of volunteers, supporters, and advocates, we are building stronger neighborhoods by finding solutions, supporting programs, and fighting for the financial stability and educational success of every person in our community.
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 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 $ 11,161,501 including grants of $ 8,639,546 ) (Revenue $   )
Educational Success: Supporting Young Children - At United Way, we believe that all young children should enter school on a path to succeed, and that to do this, we must move the entire family forward together. A child's first five years of life are the most critical time for brain development, but 33 percent of Massachusetts children enter kindergarten unprepared to learn. All children have the potential to succeed in school and in life, but not all children have the same opportunities to realize that potential. Many children lack important support that prepares them for school and academic success. Without it, these children can quickly fall behind and often never catch up. Unless they can read at grade level by third grade, they're four times less likely to graduate from high school. OUR SOLUTION In low-income neighborhoods, the youngest children are most vulnerable. The stresses of poverty during these critical years do tremendous harm to a growing brain. And children whose parents are unable to engage in their development can lag as much as 6 months behind in vocabulary development by age 2. Our solution involves the whole family, allowing parents to work and their young children to grow and thrive, supporting them by: Expanding access to high-quality early education and care programs that promote early literacy and social skills. Giving parents and caregivers the resources to engage with children and support healthy development, as well as the tools to screen for developmental delays if needed. Scaling a 2-Generational, whole family model that enables parents to work and children to thrive. How We're Doing So Far: $3.3M United Way's Annual Investment in Supporting Young Children 12,681 Children enrolled in early education and care programs last year 4,462 Families receiving home visit and parent support services Preparing Youth for Success - At United Way, we believe that all young people should graduate from high school prepared to succeed in work and life. Low-income youth in Massachusetts consistently score 25-30 points lower on reading and math assessments than those in higher income brackets. These gaps in academic performance and personal skill-building can be the start of a trajectory of lifelong challenges, leading to fewer economic opportunities and lower lifetime earnings than their wealthier peers. Despite one of the highest academic rankings in the nation, Massachusetts falls short when it comes to children from low-income neighborhoods. In addition to the academic achievement gaps, many under-funded schools lack the resources to focus on building social and emotional skills such as teamwork, problem solving, empathy, grit, and self-control. Competence in these areas has been linked to higher academic performance, more positive self-image, and fewer behavioral and substance abuse issues down the road. OUR SOLUTION We're working to help the more than 73,000 youth in Massachusetts, ages 16-24, who do not consistently attend school or work and are at greater risk of long-term poverty, incarceration, and substance misuse. We're offering practice with the emotional and social skills they'll need to succeed, as well as building their credentials and experience for the world after high school. Through out-of-school programs, 41,000 K-12 students will work toward social and emotional readiness, and 3,600 off-track kids will find a path toward college and a rewarding career. These efforts are all geared toward creating a higher skilled workforce that can sustain a thriving economy. We want to ensure that kids who face significant economic barriers can play a vital part in the workforce and their community, so we're preparing youth for success by: Pairing social and emotional skill-building with meaningful, hands-on learning experiences. Expanding access to high quality programs that focus on putting disconnected youth on a pathway to advancing their education and/or career. Supporting out-of-school time programs that focus on social and emotional skills like communication, teamwork, critical thinking, problem solving and grit. How We're Doing So Far: $5.5M United Way's Annual Investment in Preparing Youth for Success 52,442 Youth participated in out-of-school time programs to develop social emotional skills (like critical thinking and teamwork) 3,421 Youth age 16 to 24 engaged in college and career pathway programs
4b (Code:   ) (Expenses $ 21,298,532 including grants of $ 19,130,078 ) (Revenue $   )
Financial Opportunity: COVID-19 Family Support Fund Since the start of the COVID-19 crisis, United Way of Massachusetts Bay and Merrimack Valley has raised and distributed over $8 million to more than 300,000 vulnerable households throughout Massachusetts and the Greater Seacoast of New Hampshire through our COVID-19 Family Support Fund. This fund provides emergency financial assistance to help pay for food, rent/housing, utilities, and other necessities, as well as supporting vital programs that are opening to meet these needs. We have provided: $1.5M to food pantries, shelters, and other meal distribution programs, specifically for the expanded purchase of food. This money has provided food and supplies like diapers to tens of thousands of people. $1M specifically to organizations supporting vulnerable tenants - decreasing the likelihood that these 1,300 households will face eviction when the moratorium lifts this summer. $3.6M in targeted assistance to families who lost wages during the shutdown, particularly immigrant families and others not able to access unemployment insurance or stimulus funding. Ending Homelessness At United Way, we believe all individuals and families should have safe, stable homes and the resources to keep them long term. On any given night in Massachusetts, more than 3,700 families are experiencing homelessness. That's more than 13,000 individuals, 60% of whom are children. The effects of homelessness are devastating for families. Children without homes are twice as likely to repeat a grade, four times as likely to develop asthma and other health issues, and are at a 52% higher risk for developmental delays. For parents, jobs can be hard to come by and harder to keep, putting the dream of security further out of reach. It doesn't have to be that way. OUR SOLUTION Rising housing costs, mental health issues, substance misuse, and a host of other factors contribute to the increasing homelessness rate in our community. Our solution brings together nonprofits that address each of these issues as part of the complex whole. We fund programs that are working effectively, and we create and pilot new solutions where we see gaps. Our goals are: Stabilizing families in safe, affordable housing and providing long-term support so they can weather future emergencies. Investing in and piloting innovative new programs that can be rolled out state-wide. Scaling school-community partnerships that prevent homelessness, reduce disruptive school moves, help families develop financial well-being, and help vulnerable students attend school regularly. How We're Doing So Far: $5.7M United Way's annual investment in Ending Homelessness 10,264 Families in crisis who avoided homelessness last year 970 Chronically homeless individuals placed in safe supportive housing through our Pay for Success partnership Moving Families Out of Poverty At United Way, we believe every family deserves a pathway out of poverty. Too many people in our region know what it's like to be unemployed or work multiple jobs and still struggle to make ends meet. Too many of our neighbors have to decide between filling the fridge or filling a prescription. And too many people can't find a job that pays well enough to face these challenges head on. For these families, a single setback is enough to be financially devastating. OUR SOLUTION There are few choices available to families on the edge of financial catastrophe. They could fall prey to predatory financial advice or services, and if they default on the loan, their credit suffers. Without good credit, their options thin even further. Just "finding a better job" isn't always the answer either. Without specific skills and training, people settle for low-paying jobs, leaving their savings to dry up before the month is out. Climbing out of poverty is complex. United Way is providing leadership to a network of nonprofits who serve families across our region. Together, we are creating solutions that work. We help families in need set reachable goals such as cleaning up their credit so they can rent a home, sending a child to college, or getting a job that will pay a living wage. We help families by: Investing in organizations that focus on job skills training that offers a defined career pathway driven by employer needs. Scaling an integrated services model with: financial coaching, career placement, public benefit screening services, all under one roof. Expanding access to financial coaching that helps families build credit, increase their savings, reduce debt and build assets. How We're Doing So Far: $6.9M United Way's annual investment in Moving Families Out of Poverty 1,627 Individuals placed in and retaining jobs for at least 90 days $238 Average increase in annual emergency savings for families receiving financial coaching
4c (Code:   ) (Expenses $ 11,615,806 including grants of $ 11,615,806 ) (Revenue $ 169,727 )
DONORS TO THE CAMPAIGN MAY DESIGNATE ALL OR PART OF THEIR CONTRIBUTIONS TO SPECIFIC AGENCIES. SUCH AMOUNTS ARE NOT INCLUDED AS ALLOCATIONS TO AGENCIES AND ARE RECORDED AS A DEDUCTION FROM DONOR CONTRIBUTIONS IN THE AUDITED FINANCIAL STATEMENT OF ACTIVITIES. ALL DONOR DESIGNATIONS ARE VERIFIED FOR 501(C)(3) ELIGIBILITY AND COMPLIANCE WITH THE USA PATRIOT ACT
(Code:   ) (Expenses $ 1,780,298 including grants of $ 1,306,281 ) (Revenue $   )
PROGRAM ADMINISTRATION INCLUDES UWMB'S INTERNAL RESOURCE ALLOCATION TO SUPPORT CHILDREN, YOUTH AND FAMILY PROGRAMS.
4d Other program services (Describe in Schedule O.)
(Expenses $ 1,780,298 including grants of $ 1,306,281 ) (Revenue $   )
4e Total program service expensesMediumBullet45,856,137
Form 990 (2020)
Form 990 (2020)
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 (see instructions)? 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, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment.........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part III..
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I.........................
6
 
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 for escrow or custodial account liability; 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 VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment...................
11a
Yes
 
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 VIIClick to see attachment.......
11b
Yes
 
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 IXClick to see attachment............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick 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 XClick to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XIIClick 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 and XII is optional
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, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
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(see instructions) ....
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............ Click to see attachment
18
Yes
 
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 hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
Form 990 (2020)
Form 990 (2020)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals 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, line 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....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
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), 501(c)(4), and 501(c)(29) 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
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) 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, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in lines 28a or 28b? 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..Click to see attachment
29
Yes
 
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, Part II, III, or IV, and Part V, line 1.........................
34
 
No
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
 
 
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 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable ..
1a
88
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
 
Form 990 (2020)
Form 990 (2020)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
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
146
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
Yes
 
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” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
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 as charitable contributions? ...
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
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
Yes
 
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
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring 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. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
Form 990 (2020)
Form 990 (2020)
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 or note to any line 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
1a
41
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
40
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 this 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 , NH
18
Section 6104 requires an organization to make its Form 1023 (or 1024-A 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, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletAlison Ginsberg9 Channel Center Street Ste 500   Boston,MA02210 (617) 624-8000
Form 990 (2020)
Form 990 (2020)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line 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. 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.

See instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) Bob Giannino
 
President and CEO
 40.0
.................
  		X   X       135,065 0 11,380
(2) Ellen Griggs
 
Chair, Investment Committee
 2.0
.................
  		X   X       0 0 0
(3) Jeffrey Bray
 
Chair, Governance and Nominating Committ
 2.0
.................
  		X   X       0 0 0
(4) Jon Swan
 
Chair, Campaign Cabinet
 2.0
.................
  		X   X       0 0 0
(5) Mary Kay Leonard
 
Chair, Compensation Committee, Board Secretary
 2.0
.................
  		X   X       0 0 0
(6) Michael E Mooney
 
Chair, Audit Committee
 2.0
.................
  		X   X       0 0 0
(7) Michael K Durkin
 
Former President and CEO
 40.0
.................
  		X   X       289,082 0 41,380
(8) Pamela Herbst
 
Chair, Administrative and Finance Committee
 2.0
.................
  		X   X       0 0 0
(9) Penni McLean-Conner
 
Chair of the Board
 2.0
.................
  		X   X       0 0 0
(10) Rich Moche
 
Chair, Community Impact Committee
 2.0
.................
  		X   X       0 0 0
(11) Steven D Krichmar
 
Immediate Past Chair of the Board
 2.0
.................
  		X   X       0 0 0
(12) Bill Rosenweig
 
Director
 2.0
.................
  		X           0 0 0
(13) Brenda Campbell-Warner
 
Director
 2.0
.................
  		X           0 0 0
(14) Carolyn M Jones
 
Director
 2.0
.................
  		X           0 0 0
(15) Carolyn Murphy
 
Director
 2.0
.................
  		X           0 0 0
(16) Christian J Westra
 
Director
 2.0
.................
  		X           0 0 0
(17) Colby T Gamester
 
Director
 2.0
.................
  		X           0 0 0
Form 990 (2020)
Form 990 (2020)
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 (list any hours for related organizations below dotted line) 		(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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) Daniel Griggs
 
Director
 2.0
.......................   		X           0 0 0
(19) Deborah Lawrence
 
Director
 2.0
.......................   		X           0 0 0
(20) Elizabeth Cheng
 
Director
 2.0
.......................   		X           0 0 0
(21) Ellie Harrison
 
Director
 2.0
.......................   		X           0 0 0
(22) Greg Lauze
 
Director
 2.0
.......................   		X           0 0 0
(23) Gregory Janey
 
Director
 2.0
.......................   		X           0 0 0
(24) Jackie Palladino
 
Director
 2.0
.......................   		X           0 0 0
(25) Jane Steinmetz
 
Director
 2.0
.......................   		X           0 0 0
(26) Jay A Shuman
 
Director
 2.0
.......................   		X           0 0 0
(27) Jeffrey Holland
 
Director
 2.0
.......................   		X           0 0 0
(28) John Mang
 
Director
 2.0
.......................   		X           0 0 0
(29) Kristina Davis
 
Director
 2.0
.......................   		X           0 0 0
(30) Kyle Grimes
 
Director
 2.0
.......................   		X           0 0 0
(31) Mark S Cuddy
 
Director
 2.0
.......................   		X           0 0 0
(32) Mark Whitney
 
Director
 2.0
.......................   		X           0 0 0
(33) Nick Toumpas
 
Director
 2.0
.......................   		X           0 0 0
(34) Patricia Kraft
 
Director
 2.0
.......................   		X           0 0 0
(35) Patrick Gilligan
 
Director
 2.0
.......................   		X           0 0 0
(36) Patrick J Murray
 
Director
 2.0
.......................   		X           0 0 0
(37) Patrick Tutwiler
 
Director
 2.0
.......................   		X           0 0 0
(38) Rick Dravenstott
 
Director
 2.0
.......................   		X           0 0 0
(39) Ron Mayorga
 
Director
 2.0
.......................   		X           0 0 0
(40) Sujata Yadav
 
Director
 2.0
.......................   		X           0 0 0
(41) Timothy J Connelly
 
Director
 2.0
.......................   		X           0 0 0
(42) William T Eaton
 
Director
 2.0
.......................   		X           0 0 0
(43) Richard Voccio
 
Chief Administrative Officer, Assistant Board Treasurer
 40.0
.......................   		    X       210,027 0 43,821
(44) Karley Ausiello
 
SVP Community Impact
 40.0
.......................   		      X     161,699 0 39,160
(45) Lisa Rowan-Gillis
 
Chief Development Officer
 40.0
.......................   		      X     247,016 0 42,568
(46) Angelo Miccolo
 
VP Operations
 40.0
.......................   		        X   126,573 0 35,240
(47) Brigid Boyd
 
VP Communications/Public Relations
 40.0
.......................   		        X   150,365 0 38,006
(48) Connie French
 
VP Marketing
 40.0
.......................   		        X   124,377 0 32,458
(49) Janet Collins
 
VP Individual Giving
 40.0
.......................   		        X   135,183 0 36,626
(50) Sherrie Holder-Watts
 
VP Human Resources & Ethics
 40.0
.......................   		        X   155,328 0 9,350
(51) Mark Lamothe
 
Former SVP Marketing
 40.0
.......................   		          X 140,034 0 18,914
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 1,874,749 0 348,903
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet23
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
Yes
 
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
Yes
 
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
Gilbane Building Company

7 Jackson Walkway
Providence,RI02903 		Office Construction 997,054
Technology Business Solutions LLC

3000 Atrium Way - St 117
Mount Laurel,NJ08054 		IT Services 556,036
Nan Fung Life Sciences Real Estate

One Lincoln Street
24th Floor
Boston,MA02111 		Building Property Manager 354,484
9 CHANNEL CENTER MT LLC

125 HIgh Street
Suite 531
Boston,MA02110 		Building Property Manager 222,495
BPREP 51 Sleeper Street LLC

Brookfield Place
250 Vesey Street 15th Floor
New York,NY10281 		Building Property Manager 205,345
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet8
Form 990 (2020)
Form 990 (2020)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a 45,935
b Membership dues..1b 0
c Fundraising events..1c 2,825,955
d Related organizations1d 0
e Government grants (contributions)1e 8,495,307
f All other contributions, gifts, grants, and similar amounts not included above1f 38,864,515
g Noncash contributions included in lines 1a - 1f:$ 1g 845,223
h Total. Add lines 1a-1f.......MediumBullet 50,231,712
Program Service RevenueAmt Business Code
2a Service Fee Revenue   169,727 169,727 0 0
b     0 0 0 0
c     0 0 0 0
d     0 0 0 0
e     0 0 0 0
f All other program service revenue. 0 0 0 0
g Total. Add lines 2a–2f .....MediumBullet 169,727
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 929,975 0 0 929,975
4 Income from investment of tax-exempt bond proceedsMediumBullet 0 0 0 0
5 Royalties...........MediumBullet 0 0 0 0
(ii) Personal (i) Real
6a Gross rents 0 0 6a
b Less: rental expenses 0 0 6b
c Rental income or (loss) 0 0 6c
d Net rental income or (loss).......MediumBullet 0 0 0 0
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory 0 37,360,347 7a
b Less: cost or other basis and sales expenses 0 34,054,832 7b
c Gain or (loss) 0 3,305,515 7c
d Net gain or (loss).........MediumBullet 3,305,515 0 0 3,305,515
8a Gross income from fundraising events (not including $ 2,825,955of contributions reported on line 1c). See Part IV, line 18 ....
8a 909,441
b Less: direct expenses ... 8b 1,155,396
c Net income or (loss) from fundraising events..MediumBullet -245,955 0 -245,955
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a 0
b Less: direct expenses ... 9b 0
c Net income or (loss) from gaming activities..MediumBullet 0 0 0 0
10a Gross sales of inventory, less
returns and allowances ..
10a 0
b Less: cost of goods sold .. 10b 0
c Net income or (loss) from sales of inventory..MediumBullet 0 0 0 0
Business Code Miscellaneous Revenue
11a Income from Outside Trusts 900099 1,755,545 0 0 1,755,545
b Loss on Abandonment of Property 900099 -4,385 0 0 -4,385
c     0 0 0 0
d All other revenue .... 0 0 0 0
e Total. Add lines 11a–11d ...... MediumBullet 1,751,160
12 Total revenue. See instructions.....MediumBullet 56,142,134 169,727 0 5,740,695
Form 990 (2020)
Form 990 (2020)
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).Check if Schedule O contains a response or note to any line 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 domestic organizations and domestic governments. See Part IV, line 21 .... 40,691,711 40,691,711
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 0 0
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. 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 ........... 1,273,609 593,741 242,074 437,794
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........ 4,626,832 2,145,782 803,880 1,677,170
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 347,530 159,845 54,980 132,705
9 Other employee benefits ....... 440,600 234,360 57,606 148,634
10 Payroll taxes ........... 506,973 251,768 77,584 177,621
11 Fees for services (non-employees):        
a Management ...... 0 0 0 0
b Legal ......... 69,670 24,528 26,283 18,859
c Accounting ........... 108,119 40,057 48,407 19,655
d Lobbying ........... 0 0 0 0
e Professional fundraising services. See Part IV, line 17 0 0
f Investment management fees ...... 0 0 0 0
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 0 0 0 0
12 Advertising and promotion .... 0 0 0 0
13 Office expenses ....... 333,410 99,574 58,664 175,172
14 Information technology ...... 1,330,930 621,056 252,384 457,490
15 Royalties .. 0 0 0 0
16 Occupancy ........... 618,295 281,378 103,136 233,781
17 Travel ............ 7,289 3,504 1,304 2,481
18 Payments of travel or entertainment expenses for any federal, state, or local public officials . 0 0 0 0
19 Conferences, conventions, and meetings .... 1,015 361 112 542
20 Interest ........... 0 0 0 0
21 Payments to affiliates ....... 512,924 216,182 122,726 174,016
22 Depreciation, depletion, and amortization .. 321,688 153,117 52,426 116,145
23 Insurance ... 79,080 36,272 13,031 29,777
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a Contracted Services 305,312 142,467 57,897 104,948
b Printing & Publications 125,913 61,174 15,369 49,370
c Bank and Credit Card Fees 154,983 57,420 69,389 28,174
d Recruiting & Training 47,196 30,329 5,066 11,801
e All other expenses 29,048 11,511 9,198 8,339
25 Total functional expenses. Add lines 1 through 24e 51,932,127 45,856,137 2,071,516 4,004,474
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). 0 0 0 0
Form 990 (2020)
Form 990 (2020)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 5,921,564 1 4,433,141
2 Savings and temporary cash investments ......... 13,579 2 13,593
3 Pledges and grants receivable, net ...... 8,006,466 3 13,717,669
4 Accounts receivable, net ............. 5,891 4 50,322
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
0 6 0
7 Notes and loans receivable, net ...........   7  
8 Inventories for sale or use ............   8  
9 Prepaid expenses and deferred charges ...... 1,126,451 9 454,277
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 3,101,344
b Less: accumulated depreciation 10b 1,439,470 1,127,544 10c 1,661,874
11 Investments—publicly traded securities . 27,599,981 11 35,287,404
12 Investments—other securities. See Part IV, line 11 ..... 16,606,036 12 21,198,677
13 Investments—program-related. See Part IV, line 11 .. 1,000,000 13 1,000,000
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 51,680 15 5,300,103
16 Total assets. Add lines 1 through 15 (must equal line 33)... 61,459,192 16 83,117,060
Liabilities 17 Accounts payable and accrued expenses ..... 3,052,216 17 4,453,762
18 Grants payable ... 1,175,210 18 1,556,093
19 Deferred revenue .........   19 2,238,530
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
0 22 0
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties .. 1,542,637 24 1,542,637
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 2,438,396 25 7,913,908
26 Total liabilities. Add lines 17 through 25.. 8,208,459 26 17,704,930
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 30,103,348 27 40,659,427
28 Net assets with donor restrictions ........... 23,147,385 28 24,752,703
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 53,250,733 32 65,412,130
33 Total liabilities and net assets/fund balances ........ 61,459,192 33 83,117,060
Form 990 (2020)
Form 990 (2020)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
56,142,134
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
51,932,127
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
4,210,007
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
53,250,733
5
Net unrealized gains (losses) on investments ...............
5
7,951,390
6
Donated services and use of facilities .................
6
0
7
Investment expenses .....................
7
0
8
Prior period adjustments .....................
8
0
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
0
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
65,412,130
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line 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
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
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
Yes
 
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
Yes
 
Form 990 (2020)
Form 990 (2020)
Additional Data


Software ID: 20011424
Software Version: 2020v4.0
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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2020
Open to Public
Inspection
Name of the organization
United Way Of Massachusetts Bay Inc
 
Employer identification number

04-2382233
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 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2020

Schedule A (Form 990 or 990-EZ) 2020
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2016 (b) 2017 (c) 2018 (d) 2019 (e) 2020 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 40,238,674 42,219,697 39,921,718 52,395,385 50,231,712 225,007,186
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....           0
3 The value of services or facilities furnished by a governmental unit to the organization without charge..           0
4 Total. Add lines 1 through 3 40,238,674 42,219,697 39,921,718 52,395,385 50,231,712 225,007,186
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).. 0
6 Public support. Subtract line 5 from line 4. 225,007,186
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2016 (b) 2017 (c) 2018 (d) 2019 (e) 2020 (f) Total
7 Amounts from line 4.. 40,238,674 42,219,697 39,921,718 52,395,385 50,231,712 225,007,186
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 965,893 749,098 426,767 774,787 929,975 3,846,520
9 Net income from unrelated business activities, whether or not the business is regularly carried on.. 0 0 0 0 0 0
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. 2,221,979 2,119,936 2,628,112 2,353,672 1,505,205 10,828,904
11 Total support. Add lines 7 through 10 239,682,610
12
12
945,839
13
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
93.88 %
15
15
93.17 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2020

Schedule A (Form 990 or 990-EZ) 2020
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) right arrow (a) 2016 (b) 2017 (c) 2018 (d) 2019 (e) 2020 (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) right arrow (a) 2016 (b) 2017 (c) 2018 (d) 2019 (e) 2020 (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 VI.) ..            
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) 2020

Schedule A (Form 990 or 990-EZ) 2020
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2020

Schedule A (Form 990 or 990-EZ) 2020
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in 11a above?
11b
 
 
c
A 35% controlled entity of a person described in line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2020

Schedule A (Form 990 or 990-EZ) 2020
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by 0.035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2020

Schedule A (Form 990 or 990-EZ) 2020
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity 		2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions 		8  
9 Distributable amount for 2020 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2020 		(iii)
Distributable
Amount for 2020
1 Distributable amount for 2020 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2020:
a From 2015.......  
b From 2016.......  
c From 2017.......  
d From 2018.......  
e From 2019.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2020 distributable amount  
i Carryover from 2015 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2020 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2020 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2020, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions. 		 
6 Remaining underdistributions for 2020. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions. 		 
7 Excess distributions carryover to 2021. Add lines
3j and 4c. 		 
8 Breakdown of line 7:
a Excess from 2016.....  
b Excess from 2017.....  
c Excess from 2018.....  
d Excess from 2019.....  
e Excess from 2020.....  
Schedule A (Form 990 or 990-EZ) (2020)

Schedule A (Form 990 or 990-EZ) 2020
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A, Part II, Line 10 Other Income Fundraising and Other Income
Schedule A, Part II, Line 10 Other Income DESCRIPTION - PROGRAM SERVICE REVENUE (FORM 990, PART I, SUMMARY, LINE 9) UNREALIZED GAINS AND LOSSES AND OTHER REVENUE (FORM 990, PART I, SUMMARY, LINE 11), COLUMN A - 2221979.0, COLUMN B - 2119936.0, COLUMN C - 2628112.0, COLUMN D - 2353672.0, COLUMN E - 1505205.0, COLUMN F - 10828904.0; DESCRIPTION - FUNDRAISING REVENUE, COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - , COLUMN F - 0;
Schedule A (Form 990 or 990-EZ) 2020


Additional Data


Software ID: 20011424
Software Version: 2020v4.0
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.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2020
Name of the organization
United Way Of Massachusetts Bay Inc
 
Employer identification number

04-2382233
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 isn't covered by the General Rule and/or the Special Rules doesn't 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 its Form 990PF, Part I, line 2, to certify that it doesn't 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) (2020)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
Name of organization
United Way Of Massachusetts Bay Inc
  		Employer identification number
04-2382233
Part I
Contributors
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


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
Page 3
Name of organization
United Way Of Massachusetts Bay Inc
  		Employer identification number

04-2382233
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) (2020)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
Page 4
Name of organization
United Way Of Massachusetts Bay Inc
  		Employer identification number

04-2382233
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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) (2020)
Additional Data


Software ID: 20011424
Software Version: 2020v4.0
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

SchCMd Bullet Complete if the organization is described below. SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2020
Open to Public
Inspection
If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
United Way Of Massachusetts Bay Inc
 
Employer identification number

04-2382233
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV (see instructions for definition of “political campaign activities")

2
Political campaign activity expenditures (see instructions) ....................................................................SchCMd Bullet
$  
3
Volunteer hours for political campaign activities (see instructions) ..................................................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 ................................SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................
4a
Was a correction made? ......................................................................................................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................SchCMd Bullet

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

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2020

Schedule C (Form 990 or 990-EZ) 2020
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................    
c Total lobbying expenditures (add lines 1a and 1b) ............................................................    
d Other exempt purpose expenditures ...............................................................................    
e Total exempt purpose expenditures (add lines 1c and 1d) ..................................................    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .................................................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ...................................................................................................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2017 (b) 2018 (c) 2019 (d) 2020 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))		  
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2020


Schedule C (Form 990 or 990-EZ) 2020
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes|No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
Yes
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
Yes
 
c
Media advertisements? ...................................................................................................
 
No
 
d
Mailings to members, legislators, or the public? .............................................................................
Yes
 
3,132
e
Publications, or published or broadcast statements? ...........................................................
Yes
 
3,132
f
Grants to other organizations for lobbying purposes? ..........................................................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
Yes
 
3,132
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
Yes
 
1,195
j
Total. Add lines 1c through 1i ....................................................................................................
10,591
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY UWMB DEVOTES A LIMITED AMOUNT OF TIME AND RESOURCES INTO ADVOCATING AROUND ISSUES THAT AFFECT LOW-INCOME CHILDREN, YOUTH AND FAMILIES. BY CONVENING KEY STAKEHOLDERS FROM THE BUSINESS COMMUNITY, LABOR, PHILANTHROPIC, PROVIDER AND FAITH COMMUNITIES, UWMB EDUCATES STATE POLICY MAKERS ABOUT EMERGING CONCERNS AND POTENTIAL SOLUTIONS. THIS ADVOCACY SEEKS SYSTEMATIC CHANGES AT THE STATE LEVEL ADDRESSING ROOT CAUSES. LOBBYING ACTIVITIES INCLUDE: MEETINGS AND CORRESPONDENCE WITH POLICY MAKERS, TESTIFYING BEFORE LEGISLATIVE COMMITTEES, USING THE MEDIA VIA EDITORIALS AND OP-EDS TO DRIVE PUBLIC WILL, AND CONDUCTING RESEARCH TO MAKE ITS CASE. IN ADDITION, UWMB WORKS WITH STATE-LEVEL OFFICIALS ON SPECIFIC ISSUES RELATED TO EARLY EDUCATION QUALITY AND ACCESS, REDUCING INDIVIDUAL AND FAMILY HOMELESSNESS, AND ECONOMIC DEVELOPMENT.
Schedule C (Form 990 or 990EZ) 2020


Additional Data


Software ID: 20011424
Software Version: 2020v4.0

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on 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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2020
Open to Public Inspection
Name of the organization
United Way Of Massachusetts Bay Inc
 
Employer identification number

04-2382233
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of 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" on 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 7/25/06, 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, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, 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 section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, 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" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB 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 XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB 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)
Revenue included on 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 FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2020

Schedule D (Form 990) 2020
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
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 XIII.
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" on 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 XIII 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, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on 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 .... 15,358,007 16,243,643 16,230,422 16,021,428 15,091,507
b Contributions ... 25,000 50,000 0 0 0
c Net investment earnings, gains, and losses 4,931,816 -174,761 757,111 941,313 1,664,423
d Grants or scholarships ...   0 0 0 0
e Other expenditures for facilities
and programs ... 		755,306 760,875 743,890 732,319 734,502
f Administrative expenses .... 0 0 0 0 0
g End of year balance ...... 19,559,517 15,358,007 16,243,643 16,230,422 16,021,428
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet31 %
b
Permanent endowment SchDMd Bullet31 %
c
Term endowment SchDMd Bullet38 %
The percentages on 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)
Yes
 
(ii) Related organizations .......................
3a(ii)
 
No
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. 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   1,200,875 114,516 1,086,359
d Equipment ....   706,414 178,590 527,824
e Other .....   1,194,055 1,146,364 47,691
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 1,661,874
Schedule D (Form 990) 2020

Schedule D (Form 990) 2020
Page 3
Part VII
Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. 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........ 8,914,613 F
(3) Other
(A) Alternative Investments		 4,509,096 F

(B) Investment in Partnership		    

(C) Perpetual Trusts		 7,774,968 F
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 21,198,677
Part VIII
Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)BENEFICIAL INTEREST IN ANNUITY  
(2)Lease Right of Use 5,292,528
(3)Prepaid Rent  
(4)Lease Deposits 7,575
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 5,300,103
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 7,913,908
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2020

Schedule D (Form 990) 2020
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 64,562,337
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a 7,951,389
b Donated services and use of facilities ......... 2b 468,814
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 0
e Add lines 2a through 2d ..................... 2e 8,420,203
3 Subtract line 2e from line 1.................. 3 56,142,134
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 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 56,142,134
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 40,785,134
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a 468,814
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d -11,615,807
e Add lines 2a through 2d.................... 2e -11,146,993
3 Subtract line 2e from line 1................... 3 51,932,127
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 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 51,932,127
Part XIII
Supplemental Information
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, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Schedule D, Part V, Line 4 Intended uses of endowment funds UWMB's ENDOWMENT CONSISTS OF INDIVIDUAL DONOR-RESTRICTED ENDOWMENT FUNDS AND BOARD DESIGNATED ENDOWMENT FUNDS. TEMPORARILY RESTRICTED ENDOWMENT FUNDS INCLUDE GAINS AND EARNINGS ON PERMANENTLY RESTRICTED FUNDS IN EXCESS OF THE AMOUNTS APPROPRIATED FOR SPENDING ON A CUMULATIVE BASIS BY THE BOARD OF DIRECTORS. THE NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS INCLUDING FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. THE BOARD OF DIRECTORS OF UWMB HAS INTERPRETED THE "UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT" (UPMIFA) AS REQUIRING THE PRESERVATION OF THE ORIGINAL GIFT AS OF THE GIFT DATE OF THE DONOR-RESTRICTED ENDOWMENT FUNDS ABSENT EXPLICIT DONOR STIPULATIONS TO THE CONTRARY. AS A RESULT OF THIS INTERPRETATION, UWMB CLASSIFIES AS PERMANENTLY RESTRICTED NET ASSETS, (a) THE ORIGINAL VALUE OF GIFTS DONATED TO THE PERMANENT ENDOWMENT, (b) THE ORIGINAL VALUE OF SUBSEQUENT GIFTS TO THE PERMANENT ENDOWMENT, AND (c) ACCUMULATIONS TO THE PERMANENT ENDOWMENT MADE IN ACCORDANCE WITH THE DIRECTION OF THE APPLICABLE DONOR GIFT INSTRUMENT AT THE TIME THE ACCUMULATION IS ADDED TO THE FUND. THE REMAINING PORTION OF THE DONOR-RESTRICTED ENDOWMENT FUND THAT IS NOT CLASSIFIED IN PERMANENTLY RESTRICTED NET ASSETS IS CLASSIFIED AS TEMPORARILY RESTRICTED NET ASSETS UNTIL THOSE AMOUNTS ARE APPROPRIATED FOR EXPENDITURE BY THE BOARD OF DIRECTORS OF UWMB IN A MANNER CONSISTENT WITH THE STANDARD OF PRUDENCE PRESCRIBED BY UPMIFA. IN ACCORDANCE WITH UPMIFA, UWMB CONSIDERS THE FOLLOWING FACTORS IN MAKING A DETERMINATION TO APPROPRIATE OR ACCUMULATE ENDOWMENT FUNDS: 1) THE DURATION AND PRESERVATION OF THE FUND 2) THE PURPOSES OF UWMB AND THE DONOR-RESTRICTED ENDOWMENT FUND 3)GENERAL ECONOMIC CONDITIONS 4) THE POSSIBLE EFFECT OF INFLATION AND DEFLATION 5)THE EXPECTED TOTAL RETURN FROM INCOME AND THE APPRECIATION OF INVESTMENTS 6) OTHER RESOURCES OF UWMB 7)THE INVESTMENT POLICIES OF UWMB 8) THE ROLE OF EACH INVESTMENT IN THE WHOLE PORTFOLIO 9) THE ADEQUACY OF RESERVES
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote UWMB accounts for the effect of any uncertain tax positions based on a "more likely than not" threshold to the recognition of the tax positions being sustained based on the technical merits of the position under scrutiny by the applicable taxing authority. If a tax position or positions are deemed to result in uncertainties of those positions, the unrecognized tax benefit is estimated based on a "cumulative probability assessment" that aggregates the estimated tax liability for all uncertain tax positions. Interest and penalties assessed, if any, are accrued as income tax expense. UWMB has identified its status as a tax-exempt entity, and its decision to treat income as exempt or non-exempt as its only significant positions and has determined that such positions do not result in an uncertainty requiring recognition. UWMB is not currently under examination by any taxing jurisdiction. Its federal and state income tax returns are generally open for examination for the three years after the date of filing of the related return.
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 Designations - -11615807
Schedule D (Form 990) 2020


Additional Data


Software ID: 20011424
Software Version: 2020v4.0




SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2020
Open to Public Inspection
Name of the organization
United Way Of Massachusetts Bay Inc
 
Employer identification number

04-2382233
Part I
Fundraising Activities.Complete if the organization answered "Yes" on Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.


(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
             
             
             
             
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow      
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2020
Schedule G (Form 990 or 990-EZ) 2020
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.









VerticalRevenue
(a) Event #1

Real Estate Breakfast
(event type) 		(b) Event #2

Oyster Harbors Golf
(event type) 		(c) Other events

11
(total number) 		(d) Total events
(add col. (a) through col. (c))

1
Gross receipts . . . . .
1,549,794
515,675
1,669,927
3,735,396

2
Less: Contributions . . . .
1,537,838
440,073
848,044
2,825,955
3 Gross income (line 1 minus
line 2) . . . . . .
11,956
75,602
821,883
909,441



VerticalDirectExpenses
4 Cash prizes . . . . .        
5 Noncash prizes . . . .        
6 Rent/facility costs . . . .        
7 Food and beverages . . .        
8 Entertainment . . . .        
9 Other direct expenses . . . 11,956 75,602 1,067,838 1,155,396
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 1,155,396
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow -245,955
Part III
Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue
(a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (add col.(a) through col.(c))

1
Gross revenue . . . . .
 
 
 
 
VerticalDirectExpenses

2
Cash prizes . . . . .
 
 
 
 

3
Noncash prizes . . . .
 
 
 
 

4
Rent/facility costs . . . .
 
 
 
 

5
Other direct expenses . . .
 
 
 
 


6

Volunteer labor . . . .
%
%
%


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

8
Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow
 

9
Enter the state(s) in which the organization conducts gaming activities:
a
Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2020
Schedule G (Form 990 or 990-EZ) 2020
Page 3
11
Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? . . . . . . . . . . . . . . . . .
13
Indicate the percentage of gaming activity conducted in:
a
The organization's facility . . . . . . . . . . . . . . . . . .
13a
%
b
An outside facility . . . . . . . . . . . . . . . . . . . .
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? . . . . . . . . . . . . . . . . . . . . . . . .
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? . . . . . . . . . . . . . . . . . . .
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.
Return Reference Explanation
Schedule G (Form 990 or 990-EZ) 2020
Additional Data


Software ID: 20011424
Software Version: 2020v4.0

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

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," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2020
Open to Public
Inspection
Name of the organization
United Way Of Massachusetts Bay Inc
 
Employer identification number
04-2382233
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 Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
(if applicable)		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
noncash assistance		 (h) Purpose of grant
or assistance
(1) 3 Point Foundation
1270 Soldiers FIeld Road
Boston,MA02135 		20-5012649 501(c)(3) 10,000   N/A N/A Community Impact
(2) Abby Kelly Foster Home Inc
52 High Street
Worcester,MA01609 		04-2648411 501(c)(3) 10,533   N/A N/A Community Impact
(3) Action for Boston Community Development
178 Tremont Street
Boston,MA02111 		04-2304133 501(c)(3) 50,741   N/A N/A Community Impact
(4) Action Incorporated
180 Main Street
Gloucester,MA01930 		04-2389332 501(c)(3) 114,582   N/A N/A Community Impact
(5) ADF Foundation
15100 N 90th Street
Scottsdale,AZ85260 		86-1158500 501(c)(3) 5,058   N/A N/A Community Impact
(6) Adopt A Student Foundation Cathedral High School
74 Union Park Street
Boston,MA02118 		04-6665080 501(c)(3) 20,000   N/A N/A Community Impact
(7) Aids Action Committee of Massachusetts Inc
75 Amory Street
Boston,MA02119 		22-2707246 501(c)(3) 6,442   N/A N/A Community Impact
(8) Allston-Brighton Community Development Corporation
18 Shepard St Ste 100
Brighton,MA02135 		04-2716278 501(c)(3) 179,266   N/A N/A Community Impact
(9) Alzheimer's Association of Massachusetts
309 Waverly Oaks Road
Waltham,MA02452 		04-2731194 501(c)(3) 6,268   N/A N/A Community Impact
(10) American Credit Counseling Services Inc
4 Taunton St Suite 5
Tauton,MA02762 		04-3155735 501(c)(3) 25,576   N/A N/A Community Impact
(11) American India Foundation
216 East 45th St 7th Floor
New York,NY10017 		13-4159765 501(c)(3) 17,100   N/A N/A Community Impact
(12) American Red Cross of Massachusetts
101 Station Lndg - Suite 501
Medford,MA02155 		53-0196605 501(c)(3) 13,668   N/A N/A Community Impact
(13) America's Charities
14150 Newbrook Drive Suite 110
Chantilly,VA20151 		54-1517707 501(c)(3) 45,841   N/A N/A Community Impact
(14) Anti-Defamation League
40 Court Street
Boston,MA02108 		13-2887439 501(c)(3) 10,098   N/A N/A Community Impact
(15) Asian American Civic Association
87 Tyler Street Fl 5
Boston,MA02111 		04-2476258 501(c)(3) 73,708   N/A N/A Community Impact
(16) Asian Community Development Corporation
38 Oak Street
Boston,MA02111 		04-2988263 501(c)(3) 304,100   N/A N/A Community Impact
(17) Asian Task Force Against Domestic Violence
PO Box 120108
Boston,MA02112 		04-3103354 501(c)(3) 34,208   N/A N/A Community Impact
(18) Associates for Human Services
68 Allison Avenue
Taunton,MA02780 		04-2556164 501(c)(3) 19,946   N/A N/A Community Impact
(19) Attleboro Area Interfaith Collaborative
95 Pine Street
Attleboro,MA02703 		04-2301039 501(c)(3) 21,445   N/A N/A Community Impact
(20) Attleboro Area School to Career Partnership Inc
P O Box 2634
Attleboro,MA02703 		04-3513745 501(c)(3) 11,592   N/A N/A Community Impact
(21) Barnstable County Department of Human Services
3195 Main Street
Barnstable,MA02630 		99-9999999 501(c)(3) 11,250   N/A N/A Community Impact
(22) Bay Cove Human Services
66 Canal Street
Boston,MA02114 		04-2518575 501(c)(3) 8,560   N/A N/A Community Impact
(23) Bentley University
175 Forest Street - Rauch 132
Waltham,MA02452 		04-1081650 501(c)(3) 5,797   N/A N/A Community Impact
(24) Berkshire United Way Inc
200 South Street
Pittsfield,MA01201 		04-2104841 501(c)(3) 5,113   N/A N/A Community Impact
(25) BEST Corporation
101 Station Lndg - Suiste 401
Medford,MA02155 		20-0917822 501(c)(3) 226,840   N/A N/A Community Impact
(26) Beta Community Partnerships Inc
146 Bank Street
Attleboro,MA02703 		04-2574795 501(c)(3) 6,164   N/A N/A Community Impact
(27) Beverly Bootstraps
35 Park Street
Beverly,MA01915 		04-3254507 501(c)(3) 7,657   N/A N/A Community Impact
(28) Beverly Children's Learning Center
550 Cabot Street
Beverly,MA01915 		23-7267243 501(c)(3) 32,800   N/A N/A Community Impact
(29) Big Brothers Big Sisters of Eastern Massachusettss
184 High Street 3rd Floor
Boston,MA02110 		04-2074462 501(c)(3) 68,523   N/A N/A Community Impact
(30) Big Sister Association of Greater Boston
20 Park Plaza Suite 1420
Boston,MA02116 		04-2150651 501(c)(3) 101,585   N/A N/A Community Impact
(31) Boston After School & Beyond Inc
89 South Street Suite 601
Boston,MA02111 		20-1308560 501(c)(3) 166,956   N/A N/A Community Impact
(32) Boston Asian Youth Essential Service
199 Harrison Avenue
Boston,MA02111 		23-7288855 501(c)(3) 48,285   N/A N/A Community Impact
(33) Boston Center for Independent Living Inc(BCIL)
60 Temple Place Fl 5
Boston,MA02111 		04-2546595 501(c)(3) 24,147   N/A N/A Community Impact
(34) Boston Children's Hospital - Family Connections
300 Longwood Avenue
Boston,MA02115 		04-2774441 501(c)(3) 10,880   N/A N/A Community Impact
(35) Boston Chinese Evangelical Church
120 Shawmut Avenue
Boston,MA02115 		51-0199982 501(c)(3) 9,750   N/A N/A Community Impact
(36) Boston Educational Development Foundation
7 Palmer Street 2nd Floor
Roxbury,MA02119 		22-2514422 501(c)(3) 110,000   N/A N/A Community Impact
(37) Boston Health Care for the Homeless Program Inc
780 Albay Street
Boston,MA02118 		04-3160480 501(c)(3) 13,875   N/A N/A Community Impact
(38) Boston Local Development Corporation (BLDC)
22 Drydock Ave UNIT 307
Boston,MA02210 		04-2681311 501(c)(3) 129,720   N/A N/A Community Impact
(39) Boston Medical Center
801 Massachusetts Ave 1st Fl
Boston,MA02118 		04-3314093 501(c)(3) 85,029   N/A N/A Community Impact
(40) Boston Medical Center - Early Childhood Family Navigator
Vose Hall 4th Floor Room 419
Boston,MA02118 		04-3314093 501(c)(3) 33,428   N/A N/A Community Impact
(41) Boston Private Industry Council
2 Silver Stree Fl 7
Boston,MA02109 		04-2676661 501(c)(3) 366,043   N/A N/A Community Impact
(42) Boston Scores
29 Germania Street
Jamaica Plain,MA02130 		04-3482756 501(c)(3) 50,685   N/A N/A Community Impact
(43) Boston University
595 Commonwealth Avenue Ste 700
Boston,MA02215 		04-2103547 501(c)(3) 6,531   N/A N/A Community Impact
(44) Boston University Community Service Center
775 Commonwealth Avenue 4th Floor
Boston,MA02215 		04-2103547 501(c)(3) 12,067   N/A N/A Community Impact
(45) Boys & Girls Club of Greater Lowell Inc
657 Middlesex Street
Lowell,MA01851 		04-2104396 501(c)(3) 40,425   N/A N/A Community Impact
(46) Boys & Girls Club of Marshfield Inc
37 Proprietors Drive
Marshfield,MA02050 		04-3525938 501(c)(3) 7,557   N/A N/A Community Impact
(47) Boys & Girls Clubs of Boston
200 High Street Suite 3 B
Boston,MA02110 		04-2103922 501(c)(3) 595,041   N/A N/A Community Impact
(48) Boys & Girls Clubs of Metro South Inc
19 Court Street
Tauton,MA02780 		04-2133246 501(c)(3) 40,677   N/A N/A Community Impact
(49) Boys and Girls Club of Greater Haverhill
55 Emerson Street
Haverhill,MA01830 		04-2111215 501(c)(3) 17,482   N/A N/A Community Impact
(50) Boys and Girls Club of Greater Lawrence
136 Water Street
Lawrence,MA01841 		04-2104377 501(c)(3) 15,640   N/A N/A Community Impact
(51) Boys and Girls Club of Greater New Bedford
166 Jenney Street
New Bedford,MA02740 		04-2104752 501(c)(3) 5,767   N/A N/A Community Impact
(52) Boys and Girls Club of Lower Merrimack Valley
18 Maple Street PO Box 5906
Salisbury,MA01952 		04-3474114 501(c)(3) 15,847   N/A N/A Community Impact
(53) Boys and Girls Clubs of Dorchester
1135 Dorchester Avenue
Dorchester,MA02125 		23-7076465 501(c)(3) 49,440   N/A N/A Community Impact
(54) Bread of Life
54 Eastern Ave
Malden,MA02148 		22-3199801 501(c)(3) 33,159   N/A N/A Community Impact
(55) Breakthrough Greater Boston
P O Box 381486
Cambridge,MA02138 		04-3307783 501(c)(3) 17,695   N/A N/A Community Impact
(56) Bridge Over Troubled Waters Inc
47 West Street
Boston,MA02111 		04-2472126 501(c)(3) 74,565   N/A N/A Community Impact
(57) Bridges Homeward
60 Gore Street
Cambridge,MA02141 		04-2104057 501(c)(3) 37,560   N/A N/A Community Impact
(58) Bridgewell Inc
10 Dearborn Road - Fl 2
Peabody,MA01960 		94-3469228 501(c)(3) 108,812   N/A N/A Community Impact
(59) Brockton Area Multi-Services Inc
10 Christys Drive
Brockton,MA02301 		04-2562377 501(c)(3) 16,000   N/A N/A Community Impact
(60) Brockton Area Multi-Services Inc
10 Christys Drive
Brockton,MA02301 		04-2562377 501(c)(3) 15,298   N/A N/A Community Impact
(61) Brookline Center (The)
41 Garrison Road
Brookline,MA02445 		04-2263744 501(c)(3) 52,606   N/A N/A Community Impact
(62) Cambodian Mutual Assistance Assoc of Greater Lowell
465 School Street
Lowell,MA01851 		22-2553560 501(c)(3) 8,263   N/A N/A Community Impact
(63) Cambridge Community Foundation
99 Bishop Allen Drive
Cambridge,MA02139 		04-6012492 501(c)(3) 10,000   N/A N/A Community Impact
(64) Cape and Islands United Way
P O Box 367
Centerville,MA02632 		04-2271714 501(c)(3) 47,257   N/A N/A Community Impact
(65) Caritas Communities Inc
25 Braintree Hill Park Suite 206
Braintree,MA02184 		04-2875899 501(c)(3) 613,722   N/A N/A Community Impact
(66) Casa Myrna Vazquez Inc
451 Blue Hill Avenue
Boston,MA02121 		04-2625710 501(c)(3) 50,609   N/A N/A Community Impact
(67) Casa Nueva Vida Inc
53 Glen Road
Jamaica Plain,MA02130 		04-3012043 501(c)(3) 11,677   N/A N/A Community Impact
(68) Catholic Charities - Boston
275 W Broadway
South Boston,MA02127 		04-2534041 501(c)(3) 819,460   N/A N/A Community Impact
(69) Catholic Social Services
1600 Bay Street
Fall River,MA02724 		04-2106394 501(c)(3) 39,376   N/A N/A Community Impact
(70) Catholic Social Services of Fall River
1600 Bay Street
Fall River,MA02724 		04-2106394 501(c)(3) 10,101   N/A N/A Community Impact
(71) CDC of South Berkshire
PO Box 733
Great Barrington,MA01230 		04-3010725 501(c)(3) 204,191   N/A N/A Community Impact
(72) Center for Teen Empowerment
384 Warren Street 3
Roxbury,MA02119 		04-3091002 501(c)(3) 9,111   N/A N/A Community Impact
(73) Charlotte Ballet
701 North Tryon Street
Chalotte,NC28202 		58-1314711 501(c)(3) 5,000   N/A N/A Community Impact
(74) Chelsea Collaborative Inc
318 Broadway
Chelsea,MA02150 		22-2906521 501(c)(3) 205,095   N/A N/A Community Impact
(75) Child Development Council Inc
PO Box 337
Kingston,NH03848 		23-7173500 501(c)(3) 16,040   N/A N/A Community Impact
(76) Children's Law Center of Massassachusetts
298 Union Street 2nd Fl
Lynn,MA01903 		04-2622153 501(c)(3) 36,949   N/A N/A Community Impact
(77) Children's Services of Roxbury
520 Dudley Street
Roxbury,MA02119 		04-3082352 501(c)(3) 78,551   N/A N/A Community Impact
(78) Citizens Housing & Planning Association (CHAPA)
1 Beacon Street - Suite 3400
Boston,MA02108 		04-6138418 501(c)(3) 36,800   N/A N/A Community Impact
(79) Citizens Schools Inc
1 Beacon St 2nd Fl
Boston,MA02108 		04-3259160 501(c)(3) 33,051   N/A N/A Community Impact
(80) City Mission Society
185 Columbia Rd Ste 317
Boston,MA02121 		04-2104003 501(c)(3) 7,500   N/A N/A Community Impact
(81) City of Chelsea
500 Broadway Office 302
Chelsea,MA02150 		99-9999999 501(c)(3) 1,443,285   N/A N/A Community Impact
(82) City of Dover
46 Chesnut Street
Dover,NH03820 		99-9999999 501(c)(3) 44,900   N/A N/A Community Impact
(83) City Year Boston
287 Columbus Avenue
Boston,MA02116 		22-2882549 501(c)(3) 33,160   N/A N/A Community Impact
(84) CitySprouts
1035 Cambridge St Ste 6
Cambridge,MA02141 		04-3521413 501(c)(3) 40,234   N/A N/A Community Impact
(85) Clinical and Support Options Inc
8 Atwood Frive
Northampton,MA01060 		04-2206041 501(c)(3) 54,060   N/A N/A Community Impact
(86) Coalition for a Better Acre Inc
517 Moody Street 3rd Floor
Lowell,MA01854 		04-2760272 501(c)(3) 70,854   N/A N/A Community Impact
(87) Codman Square Neighborhood Development Corporation
587 Washington Street
Dorchester,MA02124 		04-2752507 501(c)(3) 195,557   N/A N/A Community Impact
(88) College Bound Dorchester
275 E Cottage St
Dorchester,MA02125 		04-2383512 501(c)(3) 230,472   N/A N/A Community Impact
(89) Color Of Change
1714 Franklin Street Suite 100 136
Oakland,CA94612 		45-5569879 501(c)(3) 13,482   N/A N/A Community Impact
(90) Combined Jewish Philanthropies
126 High Street
Boston,MA02110 		04-2103559 501(c)(3) 433,002   N/A N/A Community Impact
(91) Commonwealth Land Trust Inc
1059 Tremont St Suite 2
Roxbury Crossing,MA02120 		22-2753637 501(c)(3) 145,557   N/A N/A Community Impact
(92) Community Action Agency of Somerville The
66-70 Union Square
Somerville,MA02143 		04-2740838 501(c)(3) 561,278   N/A N/A Community Impact
(93) Community Action Partnership of Strafford County
PO Box 160
Dover,NH03821 		02-0268636 501(c)(3) 61,894   N/A N/A Community Impact
(94) Community Action Programs Inter-City Inc
100 Everett Ave Unit 14
Chelsea,MA02150 		04-2428915 501(c)(3) 175,000   N/A N/A Community Impact
(95) Community Action Inc
3 Washington Square Fl 4
Haverhill,MA01830 		04-2383153 501(c)(3) 71,225   N/A N/A Community Impact
(96) Community Art Center Inc
119 Windsor Street
Cambridge,MA02139 		04-2496097 501(c)(3) 14,443   N/A N/A Community Impact
(97) Community Boat Building DBAThird Sector New England
89 South Street - Suite 200
Boston,MA02111 		04-2261109 501(c)(3) 30,167   N/A N/A Community Impact
(98) Community Counseling of Bristol County Inc
1 Washington Street
Taunton,MA02780 		04-3035697 501(c)(3) 56,973   N/A N/A Community Impact
(99) Community Day Care Center of Lawrence Inc
190 Hampshire St Room 302
Lawrence,MA01840 		04-2473133 501(c)(3) 76,025   N/A N/A Community Impact
(100) Community Labor United Inc
40 Court Street 11th Floor
Boston,MA02108 		04-2261109 501(c)(3) 18,400   N/A N/A Community Impact
(101) Community Teamwork Inc
155 Merrimack Street Floor 2
Lowell,MA01852 		04-2382027 501(c)(3) 173,209   N/A N/A Community Impact
(102) Community Visiting Nurse Agency Inc
10 Emory Street
Attleboro,MA02703 		04-2475924 501(c)(3) 20,191   N/A N/A Community Impact
(103) Community Work Services
174 Portland Street
Boston,MA02114 		04-2103560 501(c)(3) 53,381   N/A N/A Community Impact
(104) Compass Working Capital Inc
51 Maxfield Street
West Roxbury,MA02132 		20-3975100 501(c)(3) 10,000   N/A N/A Community Impact
(105) Concord Baptist Church
180 Blue Hill Avenue
Milton,MA02186 		22-2511198 501(c)(3) 7,500   N/A N/A Community Impact
(106) Council of Social Concern
2 Merrimac Street
Woburn,MA01801 		04-2494773 501(c)(3) 24,318   N/A N/A Community Impact
(107) Courageous Sailing
197 8th Street
Charlestown,MA02129 		04-2987534 501(c)(3) 15,791   N/A N/A Community Impact
(108) Cradles to Crayons
281 Newtonville Ave
Newtonville,MA02460 		04-3584367 501(c)(3) 12,531   N/A N/A Community Impact
(109) Crispus Attucks Children's Center
105 Crawford Street
Dorchester,MA02121 		04-2457984 501(c)(3) 46,475   N/A N/A Community Impact
(110) Cross Roads House Inc
600 Lafayette Road
Portsmouth,NH03801 		22-2549963 501(c)(3) 84,019   N/A N/A Community Impact
(111) Crossroads for Kids MA
119 Myrtle Street
Duxbury,MA02332 		04-2103837 501(c)(3) 7,411   N/A N/A Community Impact
(112) Crossroads Rhode Island
160 Broad Street
Providence,RI02903 		05-0259094 501(c)(3) 10,911   N/A N/A Community Impact
(113) CRU
100 Lake Hart Drive
Orlando,FL32832 		95-6006173 501(c)(3) 10,856   N/A N/A Community Impact
(114) Dana-Farber Cancer Institute
450 Brookline Ave
Boston,MA02115 		04-2263040 501(c)(3) 52,882   N/A N/A Community Impact
(115) Dedham Community House
671 High Street
Dedham,MA02026 		04-2105921 501(c)(3) 6,500   N/A N/A Community Impact
(116) Dedham Country Day School
90 Sandy Valley Road
Dedham,MA02026 		04-2106704 501(c)(3) 6,000   N/A N/A Community Impact
(117) Developmental Evaluation & Adjustment Facilities Inc(DEAF)
215 Brighton Avenue
Allston,MA02134 		04-2628350 501(c)(3) 17,378   N/A N/A Community Impact
(118) Digital Ready
22 Orchard Street
Bosron,MA02130 		85-1489119 501(c)(3) 195,350   N/A N/A Community Impact
(119) Disability Law Center
11 Beacon Street Suite 925
Boston,MA02108 		04-2741869 501(c)(3) 24,228   N/A N/A Community Impact
(120) Dismas House of Massachusetts Inc
PO Box 30125
Worcester,MA01603 		54-2075825 501(c)(3) 19,707   N/A N/A Community Impact
(121) Dorchester Bay Economic Development Corporation
594 Columbia Road Suite 302
Dorchester,MA02125 		04-2681632 501(c)(3) 56,904   N/A N/A Community Impact
(122) Dorchester Youth Collaborative
1514A Dorchester Avenue
Dorchester,MA02122 		04-2743166 501(c)(3) 5,746   N/A N/A Community Impact
(123) Dover Day Care Learning Center
43 Back River Road
Dover,NH03820 		02-0303815 501(c)(3) 8,280   N/A N/A Community Impact
(124) Dudley Neighbors Inc
504 Dudley St
Roxbury,MA02119 		04-2859066 501(c)(3) 60,726   N/A N/A Community Impact
(125) Early Learning New Hampshire
2 Delta Drive
Concord,NH03301 		02-0517109 501(c)(3) 78,312   N/A N/A Community Impact
(126) East Boston Neighborhood Health Center
1601 Washington St 1st Fl
Boston,MA02118 		04-2456134 501(c)(3) 25,760   N/A N/A Community Impact
(127) East Boston Social Centers
68 Central Square
East Boston,MA02128 		04-2104257 501(c)(3) 109,764   N/A N/A Community Impact
(128) East End House
105 Spring Street
East Cambridge,MA02141 		04-2104163 501(c)(3) 16,702   N/A N/A Community Impact
(129) East Harlem Tutorial Program
2050 Second Avenue
New York,NY10029 		23-7439789 501(c)(3) 45,813   N/A N/A Community Impact
(130) EBEN-EZER Family and Children's Services Inc
427 A Broadway
Everett,MA02149 		00-1169761 501(c)(3) 50,000   N/A N/A Community Impact
(131) Economic Mobility Pathways IncDBAEMPath
One Washington Mall 3rd Floor
Boston,MA02108 		04-2104046 501(c)(3) 10,426   N/A N/A Community Impact
(132) Eliot Community Human Services
125 Hartwell Avenue
Lexington,MA02421 		04-2316924 501(c)(3) 105,600   N/A N/A Community Impact
(133) Elizabeth Peabody House
275-277 Broadway
Somerville,MA02145 		04-2104827 501(c)(3) 17,553   N/A N/A Community Impact
(134) Elizabeth Stone House
8 Notre Dame Street
Boston,MA02119 		51-0192418 501(c)(3) 39,866   N/A N/A Community Impact
(135) Ellis Memorial & Eldredge House Inc
58 Berkeley Street
Boston,MA02116 		04-2104168 501(c)(3) 47,847   N/A N/A Community Impact
(136) Emmanuel Gospel Center
PO Box 240017
Dorchester,MA02124 		04-2282717 501(c)(3) 21,225   N/A N/A Community Impact
(137) Emmaus Inc
127 How Street P O Box 568
Haverhill,MA01831 		22-2702774 501(c)(3) 58,286   N/A N/A Community Impact
(138) ENROOT
99 Bishop Allen Drive
Cambridge,MA02139 		04-2103961 501(c)(3) 23,931   N/A N/A Community Impact
(139) Epilepsy Foundation of America
8301 Professional Place
Landover,MD20785 		52-0856660 501(c)(3) 5,241   N/A N/A Community Impact
(140) Expect Miracles Foundation
fka Mutual Funds Against Cancer
Boston,MA02205 		20-4127495 501(c)(3) 5,509   N/A N/A Community Impact
(141) Fair Tide Inc
15 State Road
Kittery,ME03904 		01-0525140 501(c)(3) 17,880   N/A N/A Community Impact
(142) Family & Children's Service of Greater Lynn
111 North Common Street
Lynn,MA01902 		04-2235959 501(c)(3) 60,324   N/A N/A Community Impact
(143) Family ACCESS of Newton
492 Waltham Street
Newton,MA02465 		04-2232418 501(c)(3) 65,200   N/A N/A Community Impact
(144) Family and Children's Services of Central New Jersey
40 North Avenue
Elizabeth,NJ07208 		22-1487179 501(c)(3) 5,000   N/A N/A Community Impact
(145) Family Nurturing Center
185 Columbia road
Dorchester,MA02121 		31-1626186 501(c)(3) 59,300   N/A N/A Community Impact
(146) Family Services of the Merrimack Valley Inc
430 North Canal Street
Lawrence,MA01840 		04-2104054 501(c)(3) 43,066   N/A N/A Community Impact
(147) FamilyAid Boston
3815 Washington Street
Boston,MA02130 		04-2105756 501(c)(3) 253,343   N/A N/A Community Impact
(148) Father Bill's & MainSpring
430 Belmont Street
Brockton,MA02301 		22-2538039 501(c)(3) 338,161   N/A N/A Community Impact
(149) Father Bill's & MainSpring
422 Washington Street Suite 2
Quincy,MA02169 		22-2538039 501(c)(3) 11,603   N/A N/A Community Impact
(150) Fenway Community Development Corporation
70 Burbank Street
Boston,MA02115 		04-2666507 501(c)(3) 187,286   N/A N/A Community Impact
(151) Fenway Community Health Center
1340 Boylston Street
Boston,MA02215 		04-2510564 501(c)(3) 5,190   N/A N/A Community Impact
(152) Fire Escape Ministries Inc
122 Pacific Street
Rockland,MA02370 		04-2761849 501(c)(3) 5,791   N/A N/A Community Impact
(153) First Congregational Church of Revere Food Pantry
230 Beach St
Revere,MA02151 		04-2600104 501(c)(3) 10,000   N/A N/A Community Impact
(154) First Parish in Milton Unitarian
535 Canton Avenue
Milton,MA02186 		99-9999999 501(c)(3) 5,000   N/A N/A Community Impact
(155) First Teacher Boston
221 Blue Hill Avenue
Roxbury,MA02119 		04-2261109 501(c)(3) 14,012   N/A N/A Community Impact
(156) Fitchburg State University
160 Pearl Street
Fitchburg,MA01420 		04-6002284 501(c)(3) 6,250   N/A N/A Community Impact
(157) Foley Hoag Foundation
155 Seaport Boulevard
Boston,MA02210 		04-2716893 501(c)(3) 41,837   N/A N/A Community Impact
(158) For Kids Only Afterschool
194 Essex Street
Salem,MA01970 		04-3037204 501(c)(3) 69,876   N/A N/A Community Impact
(159) Framingham State University
100 State Street 5th Floor
Framingham,MA01701 		04-6002284 501(c)(3) 7,692   N/A N/A Community Impact
(160) Franklin County CDC
324 Wells Street
Greenfield,MA01301 		04-2678309 501(c)(3) 120,900   N/A N/A Community Impact
(161) Franklin Food Pantry
PO Box 116
Franklin,MA02038 		04-3272663 501(c)(3) 8,785   N/A N/A Community Impact
(162) Fresh Truck Inc
69 Shirley Street
Roxbury,MA02119 		46-2848535 501(c)(3) 5,010   N/A N/A Community Impact
(163) Friends of Children-Boston
184 Dudley Street - Suite 100
Roxbury,MA02119 		20-1581289 501(c)(3) 17,480   N/A N/A Community Impact
(164) Friends of St Stephen's Youth Program
419 Sawmut Avenue
Boston,MA02118 		26-1749602 501(c)(3) 51,434   N/A N/A Community Impact
(165) Friends of the Homeless Inc
755 Worthington Street
Springfield,MA01105 		22-2786732 501(c)(3) 26,600   N/A N/A Community Impact
(166) Friends of the Turner Free Library
2 North Main Street
Randolph,MA02368 		04-2776201 501(c)(3) 5,000   N/A N/A Community Impact
(167) Friends of Youth Opportunities
7 Palmer Street Fl 2
Boston,MA02119 		20-8345272 501(c)(3) 36,143   N/A N/A Community Impact
(168) Future Chefs
PO Box 190478
Boston,MA02119 		04-2261109 501(c)(3) 31,557   N/A N/A Community Impact
(169) GAAMHA Inc
208 Coleman St
Gardner,MA01440 		04-2437107 501(c)(3) 15,898   N/A N/A Community Impact
(170) Gandara Center
147 Norman Street
West Springfield,MA01089 		04-2622756 501(c)(3) 6,164   N/A N/A Community Impact
(171) GATHER
210 West Road Unit 3
Portsmouth,NH03801 		02-0226943 501(c)(3) 7,474   N/A N/A Community Impact
(172) Girl Scouts of Eastern MA
420 Boylston Steret Ste 505
Boston,MA02116 		04-2703281 501(c)(3) 7,603   N/A N/A Community Impact
(173) Girl Scouts of Eastern Massachusetts
420 Boylston Streeet - Suite 505
Boston,MA02216 		04-2703281 501(c)(3) 97,520   N/A N/A Community Impact
(174) Girls Inc of Greater Lowell
220 Worthen Street
Lowell,MA01852 		04-2104401 501(c)(3) 31,924   N/A N/A Community Impact
(175) Girls Inc of New York City
120 Wall Street 18th Fl
New York,NY10005 		13-1915124 501(c)(3) 11,280   N/A N/A Community Impact
(176) Girls Incorporated of Lynn
50 High Street
Lynn,MA01902 		04-2104250 501(c)(3) 59,828   N/A N/A Community Impact
(177) Girls Incorporated of Taunton
131 Arlington Street
Taunton,MA02780 		04-2104248 501(c)(3) 27,815   N/A N/A Community Impact
(178) Global Fund for Women
800 Market Street 7th Floor
San Francisco,CA94102 		77-0155782 501(c)(3) 6,540   N/A N/A Community Impact
(179) Goodwin Community Health
311 Route 108
Somersworth,NH03878 		02-0304203 501(c)(3) 16,560   N/A N/A Community Impact
(180) Grace Bible Presbyterian Church
12060 Route 42
Cincinnati,OH45241 		31-1618982 501(c)(3) 13,750   N/A N/A Community Impact
(181) Granite United Way
22 Concord Street Floor 2
Manchester,NH03101 		02-6006033 501(c)(3) 84,992   N/A N/A Community Impact
(182) Greater Attleboro Tauton Regional Transit Authority
10 Oak Street
Tauton,MA02780 		99-9999999 501(c)(3) 42,500   N/A N/A Community Impact
(183) Greater Boston Food Bank
70 South Bay Avenue
Boston,MA02118 		04-2717782 501(c)(3) 14,084   N/A N/A Community Impact
(184) Greater Boston Legal Services
197 Friend Street
Boston,MA02114 		04-2103907 501(c)(3) 41,417   N/A N/A Community Impact
(185) Greater Lawrence Community Action Council Inc
305 Essex Street 4th Floor
Lawrence,MA01840 		04-2397449 501(c)(3) 138,480   N/A N/A Community Impact
(186) Greater Lowell Family YMCA
35 YMCA Drive
Lowell,MA01852 		04-2104398 501(c)(3) 25,420   N/A N/A Community Impact
(187) Greater Taunton Community Services Inc
111 High Street
Taunton,MA02780 		04-3405716 501(c)(3) 19,320   N/A N/A Community Impact
(188) GreenLight Fund
120 St James Avenue 6th Floor
Boston,MA02116 		20-0407083 501(c)(3) 10,000   N/A N/A Community Impact
(189) GreenRoots Inc
227 Marginal Street Suite 1
Chelsea,MA02150 		81-2718273 501(c)(3) 115,000   N/A N/A Community Impact
(190) Gregg Neighborhood House Association
85 Exchange Street Suite 302
Lynn,MA01901 		04-6073599 501(c)(3) 63,480   N/A N/A Community Impact
(191) Groundwork Lawrence
50 Island Street Suite 101
Lawrence,MA01840 		04-3546770 501(c)(3) 272,805   N/A N/A Community Impact
(192) Habitat for Humanity of Illinois
5183 Harlem Road Suite 3
Loves Park,IL61111 		37-1351674 501(c)(3) 8,057   N/A N/A Community Impact
(193) Hampshire Community United Way DBA UW of Hampshire County
71 King Street PO Box 123
Northampton,MA01061 		04-2104792 501(c)(3) 20,135   N/A N/A Community Impact
(194) Harborlight Community Partners
PO Box 507
Beverly,MA01905 		04-2313571 501(c)(3) 10,000   N/A N/A Community Impact
(195) Hattie B Cooper Community Center
1891 Washington Street
Boston,MA02118 		04-2173420 501(c)(3) 20,902   N/A N/A Community Impact
(196) HAVEN VIOLENCE PREVENTION & SUPPORT SRVCS
20 International Drive Suite 300
Portsmouth,NH03801 		02-0337620 501(c)(3) 10,120   N/A N/A Community Impact
(197) Heading Home Inc
529 Main Street Suite 100
Charlestown,MA02129 		23-7364546 501(c)(3) 339,369   N/A N/A Community Impact
(198) Healing Abuse Working for Change
27 Congress Street
Salem,MA01970 		04-2655367 501(c)(3) 9,763   N/A N/A Community Impact
(199) Health Resources in Action (HRIA)
2 Boylston Street
Boston,MA02116 		04-2229839 501(c)(3) 49,680   N/A N/A Community Impact
(200) HealthCare Options Inc
10 Emory Street
Attleboro,MA02703 		22-2543620 501(c)(3) 23,644   N/A N/A Community Impact
(201) HEARTH
1640 Washington Street
Boston,MA02118 		22-3135170 501(c)(3) 41,970   N/A N/A Community Impact
(202) Hildebrand Family Self-Help Center Inc
614 Massachusetts Ave 3rd Floor
Cambridge,MA02139 		04-3014834 501(c)(3) 12,512   N/A N/A Community Impact
(203) Hilltown CDC
387 Main Road PO Box 17
Chesterfield,MA01012 		04-2741009 501(c)(3) 160,714   N/A N/A Community Impact
(204) Hockomock Area YMCA
300 Elmwood Street
North Attleboro,MA02703 		04-2131749 501(c)(3) 23,754   N/A N/A Community Impact
(205) Home For Little Wanderers
10 Guest Street Suite 300
Boston,MA02135 		04-2104764 501(c)(3) 75,060   N/A N/A Community Impact
(206) Homeless Center for Strafford County
PO Box 7306
Rochester,NH03839 		02-0519859 501(c)(3) 18,834   N/A N/A Community Impact
(207) Homes for Families
43 Bowdoin Street - Suite A
Boston,MA02114 		04-3351172 501(c)(3) 9,554   N/A N/A Community Impact
(208) Homestart Inc
105 Chauncy Street Suite 502
Boston,MA02111 		04-3311270 501(c)(3) 100,126   N/A N/A Community Impact
(209) Horizons for Homeless Children Inc
1785 Columbus Avenue
Roxbury,MA02119 		22-2915188 501(c)(3) 25,760   N/A N/A Community Impact
(210) Housing Action NH co NeighborWorks Southern NH
PO Box 3968
Manchester,NH03105 		02-0475414 501(c)(3) 11,340   N/A N/A Community Impact
(211) Housing Assistance Corporation
460 West Main Street
Hyannis,MA02601 		23-7431255 501(c)(3) 12,677   N/A N/A Community Impact
(212) Housing Families Inc
919 Eastern Avenue
Malden,MA02148 		04-2925846 501(c)(3) 157,549   N/A N/A Community Impact
(213) Housing Nantucket
75 Old South Road
Nantucket,MA02584 		04-3247717 501(c)(3) 162,750   N/A N/A Community Impact
(214) Hyde Park Emergency Food Pantry
647 Boylston Street
Boston,MA02116 		46-4973163 501(c)(3) 5,000   N/A N/A Community Impact
(215) Hyde Square Task Force
30 Sunnyside Street
Jamaica Plain,MA02130 		04-3118543 501(c)(3) 51,284   N/A N/A Community Impact
(216) Inquilions Boricuas en Accion (IBA)
405 Shawmut Avenue
Roxbury,MA02118 		23-7090081 501(c)(3) 356,736   N/A N/A Community Impact
(217) International Institute of New England
2 Bolyston Street 3rd Floor
Boston,MA02116 		04-2104325 501(c)(3) 56,051   N/A N/A Community Impact
(218) Isaiah 58 New Hampshire
79 Buttrick Road
Hampstead,NH03841 		46-5334254 501(c)(3) 5,700   N/A N/A Community Impact
(219) Islamic-American Zakat Foundation
4323 Rosedale Avenue
Bethesda,MD20814 		52-1492341 501(c)(3) 6,801   N/A N/A Community Impact
(220) Jamaica Plain Neighborhood Development Corporation
31 Germania Street
Jamaica Plain,MA02130 		04-2652919 501(c)(3) 267,579   N/A N/A Community Impact
(221) Jeremiah Program Boston
130 Warren Street
Roxbury,MA02119 		41-1801834 501(c)(3) 9,370   N/A N/A Community Impact
(222) Jewish Community Relations Council
126 High Street
Boston,MA02110 		04-2104347 501(c)(3) 9,200   N/A N/A Community Impact
(223) Jewish Vocational Service
75 Federal Street
Boston,MA02110 		04-2104357 501(c)(3) 304,968   N/A N/A Community Impact
(224) Just-A-Start Corporation
1035 Cambridge Street 12
Cambridge,MA02141 		23-7121174 501(c)(3) 75,000   N/A N/A Community Impact
(225) Justice Resource Institute Inc
160 Gould Street Suite 300
Needham,MA02494 		04-2526357 501(c)(3) 46,020   N/A N/A Community Impact
(226) Kennedy Donovan Center Inc
25 Forest St
Attleboro,MA02703 		04-2519028 501(c)(3) 6,072   N/A N/A Community Impact
(227) King's Hill Church
PO Box 200487
Roxbury Crossing,MA02120 		82-4597065 501(c)(3) 5,586   N/A N/A Community Impact
(228) La Alianza Hispana
1000 Massachusetts Avenue 101
Boston,MA02118 		23-7121158 501(c)(3) 16,599   N/A N/A Community Impact
(229) La Comunidad Inc
471 Broadway Ste 1
Everett,MA02149 		04-3470866 501(c)(3) 10,000   N/A N/A Community Impact
(230) Latino Stem Alliance Inc
20 Moraine Street
Boston,MA02130 		27-1941096 501(c)(3) 53,496   N/A N/A Community Impact
(231) Latinos Unidos en Massachusetts (LUMA)
198 Ferry St
Everett,MA02149 		26-1364545 501(c)(3) 50,000   N/A N/A Community Impact
(232) Lawrence Boys & Girls Club Inc
136 Water Street
Lawrence,MA01841 		04-2104377 501(c)(3) 11,068   N/A N/A Community Impact
(233) Lawrence Community Works
168 Newbury Street
Lawrence,MA01841 		04-2982308 501(c)(3) 348,081   N/A N/A Community Impact
(234) LEAP for Education Inc
35 Congress Street Suite 102
Salem,MA01970 		47-1445061 501(c)(3) 14,741   N/A N/A Community Impact
(235) Lena Park Community Development Corporation
150 American Legion Highway
Dorchester,MA02124 		04-2531287 501(c)(3) 137,798   N/A N/A Community Impact
(236) LEO INC
156 Broad Street
Lynn,MA01901 		04-2378885 501(c)(3) 80,218   N/A N/A Community Impact
(237) Local Initiatives Support Corporation
75 Kneeland Street Suite 1102
Boston,MA02111 		13-3030229 501(c)(3) 204,254   N/A N/A Community Impact
(238) Lynn Housing Authority & Development Group Inc
10 Church Street
Lynn,MA01902 		54-2084084 501(c)(3) 319,127   N/A N/A Community Impact
(239) Lynn Shelter Association
100 Willow St Ste 103
Lynn,MA01901 		22-2603594 501(c)(3) 30,301   N/A N/A Community Impact
(240) MA Society for the Prevention of Cruelty for Children
125 Hartwell Avenue
Lexington,MA02421 		04-2103596 501(c)(3) 90,984   N/A N/A Community Impact
(241) MACDC Inc
15 Court Square Ste 600
Boston,MA02108 		04-2759909 501(c)(3) 157,540   N/A N/A Community Impact
(242) MACIR INC dbaRachid Moukhabir
592 Beach St Apt 6
Revere,MA02151 		82-3241846 501(c)(3) 80,000   N/A N/A Community Impact
(243) Madison Park Development Corporation
184 Dudley St Suite 102
Roxbury,MA02119 		23-7164223 501(c)(3) 123,559   N/A N/A Community Impact
(244) Main South CDC
875 Main Street
Worcester,MA01610 		04-2921465 501(c)(3) 142,354   N/A N/A Community Impact
(245) Mars Hill Ministries Inc
4230 Aero Drive
Mason,OH45040 		31-1450811 501(c)(3) 5,750   N/A N/A Community Impact
(246) Mass Mentoring Partnership
75 Kneeland Street 11th Floor
Boston,MA02111 		22-3207958 501(c)(3) 16,483   N/A N/A Community Impact
(247) Mass211 Inc
46 Park Street
Framingham,MA01702 		04-3514643 501(c)(3) 143,661   N/A N/A Community Impact
(248) Massachusetts Advocates for Children
25 Kingston Street Fl 2
Boston,MA02111 		04-2488456 501(c)(3) 25,832   N/A N/A Community Impact
(249) Massachusetts Afterschool Partnership
6 Beacon Street Ste 312
Boston,MA02108 		20-5116880 501(c)(3) 11,500   N/A N/A Community Impact
(250) Massachusetts Alliance of Portugese Speakers
1046 Cambridge Street
Cambridge,MA02139 		04-2596270 501(c)(3) 67,445   N/A N/A Community Impact
(251) Massachusetts Coalition for the Homeless
73 Buffum Street
Lynn,MA01902 		22-2599662 501(c)(3) 103,922   N/A N/A Community Impact
(252) Massachusetts General Hospital
55 Fruit Street
Boston,MA02114 		04-1564655 501(c)(3) 20,402   N/A N/A Community Impact
(253) Massachusetts Housing and Shelter Alliance
PO Box 8638
Boston,MA02114 		22-3068653 501(c)(3) 27,051   N/A N/A Community Impact
(254) Massachusetts Immigrant & Refugee Advocacy Coalition
105 Chauncy Street Fl 9
Boston,MA02111 		22-3115048 501(c)(3) 28,585   N/A N/A Community Impact
(255) MassINC
7 Lexington Street
Charlestown,MA02129 		04-3271457 501(c)(3) 5,000   N/A N/A Community Impact
(256) Mental Health Association Inc
995 Worthington Street
Springfield,MA01109 		04-6197938 501(c)(3) 82,664   N/A N/A Community Impact
(257) Metro Housing Boston
1411 Tremont Street
Boston,MA02120 		04-2775991 501(c)(3) 43,900   N/A N/A Community Impact
(258) Metro North Housing Corp
280 Salem St Box C
Malden,MA02148 		47-4781061 501(c)(3) 79,696   N/A N/A Community Impact
(259) Metro West Collaborative Development
79-B Chapel Street
Newton,MA02458 		22-3073668 501(c)(3) 56,904   N/A N/A Community Impact
(260) Middlesex Human Service Agency
50 Prospect St
Waltham,MA02453 		04-2626387 501(c)(3) 16,404   N/A N/A Community Impact
(261) Mill Cities Community Investments
50 Island Street Entrance B Ste 103
Lawrence,MA01840 		04-3571892 501(c)(3) 34,730   N/A N/A Community Impact
(262) More Than Words Inc
56 Telton Street
Waltham,MA02453 		04-2784985 501(c)(3) 109,717   N/A N/A Community Impact
(263) Mujeres Unidas Avanzando
54 Clayton Street Suite 1
Dorchester,MA02122 		04-2753429 501(c)(3) 27,738   N/A N/A Community Impact
(264) My Friend's Place
368 Washington Street
Dover,NH03820 		02-0407497 501(c)(3) 12,908   N/A N/A Community Impact
(265) Mystic Valley Elder Services Inc
300 Commercial St Ste 19
Malden,MA02148 		04-2562646 501(c)(3) 30,336   N/A N/A Community Impact
(266) Mystic Valley YMCA
99 Dartmouth Street
Malden,MA02148 		04-2105874 501(c)(3) 132,754   N/A N/A Community Impact
(267) Mystic Valley YMCA - Medford Youth Center
99 Dartmouth Street
Malden,MA02148 		23-7072768 501(c)(3) 23,000   N/A N/A Community Impact
(268) Narragansett Council of the Boy Scouts of America
P O Box 14777
East Providence,RI02914 		05-0308384 501(c)(3) 32,844   N/A N/A Community Impact
(269) Neighborhood of Affordable Housing NOAH MA
143 Border Street
East Boston,MA02128 		04-2964630 501(c)(3) 367,598   N/A N/A Community Impact
(270) NeighborWorks Housing Solutions
422 Washington Street
Quincy,MA02169 		04-2732439 501(c)(3) 491,849   N/A N/A Community Impact
(271) New American Association of MA
330 Lynnway - Suite 302
Lynn,MA01901 		04-3102943 501(c)(3) 50,000   N/A N/A Community Impact
(272) New England Center for Homeless Veterans
17 Court Street
Boston,MA02108 		04-3007211 501(c)(3) 34,732   N/A N/A Community Impact
(273) New Generation Inc
PO Box 676
Greenland,NH03840 		02-0409655 501(c)(3) 16,980   N/A N/A Community Impact
(274) New Hampshire Catholic Charities DBANew Generation
100 William Loeb Dr Unit 3
Manchester,NH03109 		02-0409655 501(c)(3) 5,025   N/A N/A Community Impact
(275) New Hampshire Legal Assistance
117 North State Street
Concord,NH03301 		02-0300897 501(c)(3) 9,200   N/A N/A Community Impact
(276) New Hope
247 Maple Street
Attleboro,MA02703 		04-2681340 501(c)(3) 55,792   N/A N/A Community Impact
(277) New Lynn Coalition
112 Exchange Street
Lynn,MA01902 		38-3851441 501(c)(3) 15,000   N/A N/A Community Impact
(278) Newman YMCA
472 Tauton Avenue
Seekonk,MA02771 		05-0258878 501(c)(3) 7,360   N/A N/A Community Impact
(279) Newmarket Food Pantry co Newmarket Community Church
10 N Main Street
Newmarket,NH03857 		02-0344260 501(c)(3) 5,000   N/A N/A Community Impact
(280) NewVue Communities
470 Main Street
Fitchburg,MA01420 		04-2690210 501(c)(3) 93,000   N/A N/A Community Impact
(281) Noble & Greenough School
10 Campus Drive
Dedham,MA02026 		04-2104784 501(c)(3) 10,049   N/A N/A Community Impact
(282) North Shore Community Development Coalition
98 Lafayette Street
Salem,MA01970 		04-2686893 501(c)(3) 151,379   N/A N/A Community Impact
(283) North Shore Family Daycare
140 Union Street Suite 312
Lynn,MA01901 		01-7705602 501(c)(3) 7,800   N/A N/A Community Impact
(284) Northeastern University
360 Huntington Ave
Boston,MA02115 		04-1679980 501(c)(3) 8,295   N/A N/A Community Impact
(285) Nuestra Comunidad Development Corporation
56 Warren Street Suite 200
Roxbury,MA02119 		04-2741543 501(c)(3) 241,040   N/A N/A Community Impact
(286) Nurtury Inc
2201 Washington Street 306
Roxbury,MA02119 		04-2105893 501(c)(3) 343,496   N/A N/A Community Impact
(287) Nurtury Inc
2201 Washington Street 306
Roxbury,MA02119 		04-2105893 501(c)(3) 28,068   N/A N/A Community Impact
(288) Old Colony YMCA - Tauton
71 Cohannet Street
Tauton,MA02780 		04-2125014 501(c)(3) 27,508   N/A N/A Community Impact
(289) One Holyoke
70 Lyman Street
Holyoke,MA01040 		23-7168031 501(c)(3) 93,000   N/A N/A Community Impact
(290) Operation ABLE of Greater Boston Inc
174 Portland Street Fl 5
Boston,MA02114 		04-2731871 501(c)(3) 47,702   N/A N/A Community Impact
(291) Our Daily Bread Soup Kitchen Foundation
P O Box 149
Taunton,MA02780 		46-2234342 501(c)(3) 9,070   N/A N/A Community Impact
(292) Pan-Massachusetts Challenge
77 Fourth Ave
Needham,MA02494 		04-2746912 501(c)(3) 16,248   N/A N/A Community Impact
(293) Partners for Youth with Disabilities
5 Middlesex Avenue Suite 307
Somerville,MA02145 		22-2627798 501(c)(3) 20,574   N/A N/A Community Impact
(294) Partnerships in Education & Resilience
21 Lancaster Street
Cambridge,MA02140 		99-9999999 501(c)(3) 33,759   N/A N/A Community Impact
(295) Pathways for Children Inc
29 Emerson Avenue
Gloucester,MA01930 		04-2694002 501(c)(3) 36,873   N/A N/A Community Impact
(296) Paul Center for Learning and Recreation
39 Concord Road
Chelmsford,MA01824 		04-2443266 501(c)(3) 11,754   N/A N/A Community Impact
(297) Pentecostal Tabernacle
56 Magazine Street
Cambridge,MA02139 		22-2566858 501(c)(3) 8,080   N/A N/A Community Impact
(298) People Acting In Community Endeavors (PACE) Inc
166 William Street
New Bedford,MA02740 		04-2777810 501(c)(3) 58,500   N/A N/A Community Impact
(299) Philantrophy Massachusetts
133 Federal Street 802
Boston,MA02210 		04-2457605 501(c)(3) 15,000   N/A N/A Community Impact
(300) Pine Street Inn Inc
444 Harrison Avenue
Boston,MA02118 		04-2516093 501(c)(3) 311,902   N/A N/A Community Impact
(301) Playworks Massachusetts
638 South Street
Boston,MA02131 		94-3251867 501(c)(3) 60,514   N/A N/A Community Impact
(302) Presbyterian Church in America
6170 Irwin Simpson Road
Mason,OH45040 		31-1409373 501(c)(3) 19,750   N/A N/A Community Impact
(303) President & Fellows of Harvard College MEDscience
PO Box 415649
Boston,MA02241 		04-2103580 501(c)(3) 27,694   N/A N/A Community Impact
(304) Pride Inc
3 Maple Street
Tauton,MA02780 		04-2448196 501(c)(3) 9,292   N/A N/A Community Impact
(305) Project Hope
550 Dudley Street
Roxbury,MA02119 		04-2748880 501(c)(3) 210,804   N/A N/A Community Impact
(306) Project LEARN
8 Kirk Street
Lowell,MA01852 		46-4885366 501(c)(3) 8,000   N/A N/A Community Impact
(307) Providence College
Harkins Hall 403
Providence,RI01610 		05-0258932 501(c)(3) 5,000   N/A N/A Community Impact
(308) Quaboag Valley CDC
23 West Main Street
Ware,MA01082 		04-3370097 501(c)(3) 182,801   N/A N/A Community Impact
(309) Quincy Community Action Programs Inc
1509 Hancock Street
Quincy,MA02169 		04-2391348 501(c)(3) 249,173   N/A N/A Community Impact
(310) Rainbow Railroad Inc
601 West 26th Street Suite 325-41
New York,NY10001 		47-4896980 501(c)(3) 9,915   N/A N/A Community Impact
(311) Raw Art Works
37 Central Square
Lynn,MA01901 		22-2854850 501(c)(3) 16,068   N/A N/A Community Impact
(312) Redemption Hill Church
PO Box 482
Medford,MA02155 		90-0578808 501(c)(3) 14,750   N/A N/A Community Impact
(313) Renewal Christian Church
P O Box 990781
Boston,MA02199 		46-1855736 501(c)(3) 76,459   N/A N/A Community Impact
(314) Resilient Coders
50 Milk Street 17th Floor
Boston,MA02109 		47-1882343 501(c)(3) 31,879   N/A N/A Community Impact
(315) Revitalize CDC
1145 Main Street Ste 107
Springfield,MA01103 		04-3172737 501(c)(3) 145,900   N/A N/A Community Impact
(316) Rian Immigrant Center dbaIrish International Immigrant Ctr
One State Street
Boston,MA02109 		04-3063382 501(c)(3) 25,000   N/A N/A Community Impact
(317) Riverside Community Care Inc
270 Bridge Street Suite 301
Dedham,MA02026 		04-3097170 501(c)(3) 46,041   N/A N/A Community Impact
(318) Robbins Children's Program
803 N Main St
Attleboro,MA02703 		04-2528542 501(c)(3) 36,064   N/A N/A Community Impact
(319) Roca Inc
101 Park Street
Chelsea,MA02150 		22-3223641 501(c)(3) 199,515   N/A N/A Community Impact
(320) Rochester Child Care Center Inc
95 Charles Street
Rochester,NH03867 		02-0327002 501(c)(3) 25,292   N/A N/A Community Impact
(321) Rockingham Community Action
PO Box 5040
Manchester,NH03108 		02-0268379 501(c)(3) 10,093   N/A N/A Community Impact
(322) Rosie's Place
889 Harrison Avenue
Roxbury,MA02118 		04-2582187 501(c)(3) 12,663   N/A N/A Community Impact
(323) Roxbury Youthworks Inc
841 Parker Sreet Unit 104-106
Roxbury Crossing,MA02120 		04-2733854 501(c)(3) 31,955   N/A N/A Community Impact
(324) Salem State University
352 Lafayette Street
Salem,MA01970 		04-2325342 501(c)(3) 15,248   N/A N/A Community Impact
(325) Salvation Army - Boston
25 Shawmut Road
Canton,MA02021 		04-2103624 501(c)(3) 11,228   N/A N/A Community Impact
(326) Salvation Army of Greater Charlotte
4335 Stuart Andrew Blvd Suite 120
Charlotte,NC28217 		22-2406433 501(c)(3) 5,000   N/A N/A Community Impact
(327) Salvation Army Attleboro
25 Shawmut Rd
Canton,MA02021 		13-5562351 501(c)(3) 23,711   N/A N/A Community Impact
(328) Samaritans Inc
41 West Street Fl 4
Boston,MA02111 		04-2643466 501(c)(3) 14,647   N/A N/A Community Impact
(329) Seacoast Community School
100 Campus Drive Suite 20
Portsmouth,NH03801 		02-0273466 501(c)(3) 8,280   N/A N/A Community Impact
(330) Seacoast Family Promise (Seacoast Interfaith Hospitality)
27 Hampton Road
Exeter,NH03885 		02-0529881 501(c)(3) 15,464   N/A N/A Community Impact
(331) Seacoast Mental Health Center
1145 Sagamore Avenue
Portsmouth,NH03801 		02-0262862 501(c)(3) 7,266   N/A N/A Community Impact
(332) Seacoast Youth Services
867 Lafayette Road
Seabrook,NH03874 		02-0529135 501(c)(3) 5,000   N/A N/A Community Impact
(333) SHARE Fund Inc
150 Wakefield St - Suite 14
Rochester,NH03867 		26-3695848 501(c)(3) 13,981   N/A N/A Community Impact
(334) Silver Lining Mentoring
727 Atlantic Avenue 3rd Floor
Boston,MA02111 		04-3575764 501(c)(3) 33,669   N/A N/A Community Impact
(335) Social Emotional Learning Alliance for MA
3 Moore St
Somerville,MA02144 		46-4307579 501(c)(3) 5,300   N/A N/A Community Impact
(336) Sociedad Latina Inc
1530 Tremont Street
Roxbury,MA02120 		04-2678255 501(c)(3) 172,852   N/A N/A Community Impact
(337) Society of St Vincent de Paul
262 Needham Street
Dedham,MA02026 		27-3916083 501(c)(3) 30,000   N/A N/A Community Impact
(338) Society of St Vincent de Paul District Council of Attleboro
6 Tanya Drive
Massfield,MA02048 		55-0812695 501(c)(3) 27,406   N/A N/A Community Impact
(339) Soldier On Inc
290 Merrill Rd
Pittsfield,MA01201 		27-3582131 501(c)(3) 52,500   N/A N/A Community Impact
(340) Somersworth Early Learning Center
35 Bartlett Avenue
Somersworth,NH03878 		30-0247901 501(c)(3) 14,200   N/A N/A Community Impact
(341) Somersworth School Disrict
51 West Hight Street
Somersworth,NH03878 		02-0261657 501(c)(3) 8,640   N/A N/A Community Impact
(342) Somerville Community Corporation
337 Somerville Ave 2
Somerville,MA02143 		23-7293380 501(c)(3) 64,559   N/A N/A Community Impact
(343) Somerville Homeless Coalition
5 Middllesex Avenue Ste 307
Somerville,MA02145 		04-2897447 501(c)(3) 40,772   N/A N/A Community Impact
(344) South Boston Neighborhood House
136 H Street
South Boston,MA02127 		04-2104807 501(c)(3) 101,607   N/A N/A Community Impact
(345) South Middlesex Opportunity Council Inc
7 Bishop Street
Framingham,MA01702 		04-2389659 501(c)(3) 428,196   N/A N/A Community Impact
(346) South Shore Stars
200 Middle Street
East Weymouth,MA02189 		23-7097840 501(c)(3) 313,656   N/A N/A Community Impact
(347) Southcoastal Counties Legal Services Inc
PO Box 2507
Fall river,MA02722 		04-3330208 501(c)(3) 6,072   N/A N/A Community Impact
(348) Southern New Hampshire Services
4 Cutts Street
Portsmouth,NH03801 		02-0268285 501(c)(3) 61,400   N/A N/A Community Impact
(349) Southwest Boston CDC
11 Fairmount Avenue Ste 101
Hyde Park,MA02136 		04-3562853 501(c)(3) 41,432   N/A N/A Community Impact
(350) Special Olympics Inc
1133 19th St NW
Washington,DC20036 		52-0889518 501(c)(3) 6,885   N/A N/A Community Impact
(351) Sportsmen's Tennis Club
950 Blue Hill Avenue
Dorchester,MA02124 		23-7037183 501(c)(3) 35,884   N/A N/A Community Impact
(352) St Ann's Home Inc
100 A Haverhill Street
Methuen,MA01844 		04-2104866 501(c)(3) 10,629   N/A N/A Community Impact
(353) St Francis House
39 Boylston Street
Boston,MA02116 		22-2519129 501(c)(3) 17,814   N/A N/A Community Impact
(354) St Jude Children's Research Hospital
501 St Jude Place
Memphis,TN38105 		62-0646012 501(c)(3) 12,648   N/A N/A Community Impact
(355) St Vincent de Paul Food Pantry
P O Box 176
Exeter,NH03833 		20-3945985 501(c)(3) 5,000   N/A N/A Community Impact
(356) Steppingstone Inc
522 N Main Street
Fall River,MA02720 		04-2505146 501(c)(3) 40,753   N/A N/A Community Impact
(357) Strafford County Family Justice Center
259 County Farm Road
Dover,NH03820 		99-9999999 501(c)(3) 11,000   N/A N/A Community Impact
(358) Strategies for Children Inc
400 Atlantic Avenue
Boston,MA02110 		04-3551406 501(c)(3) 27,671   N/A N/A Community Impact
(359) Strong Women in Action - (SWIA)
90 Channel Street 4th Floor
Boston,MA02114 		83-2073988 501(c)(3) 12,500   N/A N/A Community Impact
(360) Suffolk University
8 Ashburton Place
Boston,MA02108 		04-2133255 501(c)(3) 10,000   N/A N/A Community Impact
(361) Tauton Emergency Task Force Inc
30 Olney Street
Tauton,MA02780 		04-2833221 501(c)(3) 36,221   N/A N/A Community Impact
(362) The Arc of Bristol County Inc
141 Park St
Attleboro,MA02703 		04-2281165 501(c)(3) 29,532   N/A N/A Community Impact
(363) The Asia Foundation
465 California Street 9th Floor
San Francisco,CA94104 		94-1191246 501(c)(3) 5,910   N/A N/A Community Impact
(364) The Blue Cross Blue Shield of MA Foundation Inc
101 Huntington Avenue Suite 1300
Boston,MA02199 		04-3148824 501(c)(3) 115,055   N/A N/A Community Impact
(365) The Boston Foundation
75 Arlington Street Fl 10
Boston,MA02116 		04-2104021 501(c)(3) 95,706   N/A N/A Community Impact
(366) The Caleb Group
491 Humphrey Street
Swampscott,MA01907 		04-3460139 501(c)(3) 8,002   N/A N/A Community Impact
(367) The Charity Guild
PO BOX 4856
Brockton,MA02303 		04-2622200 501(c)(3) 14,500   N/A N/A Community Impact
(368) The Community Group Lawrence
190 Hampshire Street
Lawrence,MA01840 		04-2473133 501(c)(3) 40,704   N/A N/A Community Impact
(369) The Haitian Project Inc
PO Box 6891
Providence,RI02940 		22-2700013 501(c)(3) 105,487   N/A N/A Community Impact
(370) The Ireland Fund
10 Post Office Square Ste 1205
Boston,MA02109 		25-1306992 501(c)(3) 10,061   N/A N/A Community Impact
(371) The Literacy Center Inc
80 North Main Street
Attleboro,MA02703 		22-3180555 501(c)(3) 64,944   N/A N/A Community Impact
(372) The Midas Collaborative
2 Oliver Suite 802
Boston,MA02109 		83-0485169 501(c)(3) 10,033   N/A N/A Community Impact
(373) The Neighborhood Developers CONNECT
4 Gerrish Avenue
Chelsea,MA02150 		04-2660283 501(c)(3) 681,508   N/A N/A Community Impact
(374) The Open Door
28 Emerson Avenue
Gloucester,MA01930 		22-2513482 501(c)(3) 26,406   N/A N/A Community Impact
(375) The Spirit of Adventure Council - Boy Scouts of America
2 Tower Office Park
Woburn,MA01801 		22-1576300 501(c)(3) 23,192   N/A N/A Community Impact
(376) The Upper Room A Family Resource Center
36 Tsienneto Road
Derry,NH03038 		02-0400769 501(c)(3) 9,200   N/A N/A Community Impact
(377) Thompson Island Outward Bound Education Ctr
PO Box 127
Boston,MA02127 		04-3027900 501(c)(3) 29,651   N/A N/A Community Impact
(378) Town of Palm Beach United Way
PO Box 1141
Palm Beach,FL33480 		59-0637885 501(c)(3) 10,000   N/A N/A Community Impact
(379) Transition House Inc
POBox 392016
Cambridge,MA02139 		04-2631789 501(c)(3) 25,302   N/A N/A Community Impact
(380) Trinity Boston Connects
206 Clarendon Street
Boston,MA02116 		04-2736718 501(c)(3) 18,380   N/A N/A Community Impact
(381) Triumph Inc
100 Hon Gordon Owen Riverway
Taunton,MA02780 		04-2394012 501(c)(3) 11,845   N/A N/A Community Impact
(382) u Aspire Inc
31 Milk Street Ste 900
Boston,MA02109 		46-1314848 501(c)(3) 6,500   N/A N/A Community Impact
(383) UJA Federation of New York
130 East 59th Street
New York,NY10022 		51-0172429 501(c)(3) 325,334   N/A N/A Community Impact
(384) Union Capital Boston Inc
1542 Columbus Avenue
Roxbury,MA02119 		47-1136081 501(c)(3) 125,737   N/A N/A Community Impact
(385) United South End Settlements
566 Columbus Avenue
Boston,MA02118 		04-2104280 501(c)(3) 33,509   N/A N/A Community Impact
(386) United Way of Central Massachusetts
484 Main St Suite 300
Worcester,MA01608 		04-2104017 501(c)(3) 22,014   N/A N/A Community Impact
(387) United Way of Northern California
P O Box 990248
Redding,CA96099 		94-1251675 501(c)(3) 31,250   N/A N/A Community Impact
(388) United Way WorldWide
P O Box 418607
Boston,MA02241 		13-1635294 501(c)(3) 592,494   N/A N/A Community Impact
(389) University of Massachusetts Amherst
181 Presidents Drive
Amherst,MA01003 		54-2084125 501(c)(3) 15,000   N/A N/A Community Impact
(390) University of Massachusetts Lowell
220 Pawtucket Street Ste 131
Lowell,MA01854 		04-3167352 501(c)(3) 12,616   N/A N/A Community Impact
(391) Uphams Crossing
530 Columbia Road
Dorchester,MA02125 		99-9999999 501(c)(3) 7,654   N/A N/A Community Impact
(392) Urban Edge
1542 Columbus Avenue Suite 2
Roxbury,MA02119 		22-2483475 501(c)(3) 236,030   N/A N/A Community Impact
(393) Urban League of Eastern Massachusetts
88 Warren Street
Roxbury,MA02119 		23-7349132 501(c)(3) 44,426   N/A N/A Community Impact
(394) UTEC Inc
15 Warren St 3
Lowell,MA01852 		38-3669532 501(c)(3) 98,005   N/A N/A Community Impact
(395) UW of Acadiana
PO Box 52033
Lafayette,LA70505 		72-0513639 501(c)(3) 31,250   N/A N/A Community Impact
(396) UW of Berks County
PO Box 702
Reading,PA19603 		23-1655375 501(c)(3) 28,513   N/A N/A Community Impact
(397) UW of Central & Northeastern Connecticut
30 Laurel Street
Hartford,CT06106 		06-0646653 501(c)(3) 63,439   N/A N/A Community Impact
(398) UW of Central Carolinas
PO Box 890685
Charlotte,NC28289 		56-0529948 501(c)(3) 47,960   N/A N/A Community Impact
(399) UW of Coastal Fairfield County
855 Main Street 10th Floor
Bridgeport,CT06604 		06-0864341 501(c)(3) 7,080   N/A N/A Community Impact
(400) UW of Greater Fall River
PO Box 2550
Fall River,MA02722 		04-2104026 501(c)(3) 24,959   N/A N/A Community Impact
(401) UW of Greater New Bedford
128 Union Street Suite 105
New Bedford,MA02740 		04-2104264 501(c)(3) 60,606   N/A N/A Community Impact
(402) UW of Greater New Haven
370 James Street Suite 403
New Haven,CT06513 		06-0646761 501(c)(3) 6,156   N/A N/A Community Impact
(403) UW of Greater Philadelphia & Southern New Jersey
1709 Benjamin Franklin Parkway
Philadelphia,PA19103 		23-1556045 501(c)(3) 21,107   N/A N/A Community Impact
(404) UW of Greater Plymouth County
934 West Chestnut Street
Brockton,MA02301 		04-2103940 501(c)(3) 107,631   N/A N/A Community Impact
(405) UW of Greater Rochester
75 College Avenue
Rochester,NY14607 		16-1015782 501(c)(3) 5,198   N/A N/A Community Impact
(406) UW of Greater Waterbury
100 North Elm Street 2nd Floor
Waterbury,CT06702 		06-0646634 501(c)(3) 6,368   N/A N/A Community Impact
(407) UW of Hudson County
857 Bergen Avenue
Jersey City,NJ07306 		22-1487218 501(c)(3) 103,018   N/A N/A Community Impact
(408) UW of Long Island
819 Grand Boulevard
Deer Park,NY11729 		11-6042392 501(c)(3) 7,057   N/A N/A Community Impact
(409) UW of New York City
205 East 42nd Street 12th Floor
New York,NY10017 		13-2617681 501(c)(3) 478,496   N/A N/A Community Impact
(410) UW of Northern New Jersey
P O Box 1948
Morristown,NJ07962 		22-1487247 501(c)(3) 15,591   N/A N/A Community Impact
(411) UW of Orange County
18012 Mitchell Avenue South
Irvine,CA92614 		33-0047994 501(c)(3) 5,432   N/A N/A Community Impact
(412) UW of Pioneer Valley
1441 Main Street Suite 147
Springfield,MA01103 		04-2152680 501(c)(3) 33,998   N/A N/A Community Impact
(413) UW of Rhode Island
50 Valley Street
Providence,RI02909 		05-0276059 501(c)(3) 57,373   N/A N/A Community Impact
(414) UW of Southeastern Connecticut
PO Box 375
Gales Ferry,CT06335 		06-0771393 501(c)(3) 9,217   N/A N/A Community Impact
(415) UW of The Bay Area
550 Kearny St Suite 1000
San Francisco,CA94108 		94-1312348 501(c)(3) 17,562   N/A N/A Community Impact
(416) UW of the Columbia-Willamett
PO Box 35143 4406
Seattle,WA98124 		93-0582124 501(c)(3) 6,835   N/A N/A Community Impact
(417) UW of the National Capital Area
1577 Spring Hill Rd Suite 420
Vienna,VA22182 		53-0234290 501(c)(3) 10,464   N/A N/A Community Impact
(418) UW of Tri-County Inc
46 Park Street
Framingham,MA01702 		04-2104231 501(c)(3) 102,526   N/A N/A Community Impact
(419) UW of Western Connecticut (Southern Litchfield)
301 Main Street Suite 2-5
Danbury,CT06810 		06-0646577 501(c)(3) 25,397   N/A N/A Community Impact
(420) UW of York County
500 Forest Ave Suite 100
Portland,ME04101 		01-0276862 501(c)(3) 11,899   N/A N/A Community Impact
(421) Valley CDC
256 Pleasant Steet - Suite A
Northhampton,MA01060 		22-2906466 501(c)(3) 83,291   N/A N/A Community Impact
(422) Vera Institute of Justice Inc
34 35th Street Suite 4-2A
Brooklyn,NY11232 		13-1941627 501(c)(3) 5,000   N/A N/A Community Impact
(423) Veterans Inc
69 Grove Street
Worcester,MA01605 		04-3098024 501(c)(3) 31,783   N/A N/A Community Impact
(424) Victory Programs
965 Massachusetts Avenue
Boston,MA02118 		04-2575322 501(c)(3) 57,787   N/A N/A Community Impact
(425) Vietnamese American Initiative for Development
42 Charles Street
Boston,MA02122 		04-3289039 501(c)(3) 61,218   N/A N/A Community Impact
(426) Vietnamese American Thang Long
1365 Dorchester Avenue
Dorchester,MA02122 		46-0667169 501(c)(3) 9,589   N/A N/A Community Impact
(427) Visiting Nurse Association of Central New Jersey
23 Main Street D1
Holmdel,NJ07733 		21-0639369 501(c)(3) 5,268   N/A N/A Community Impact
(428) Waltham Boys & Girls Club
20 Exchange Street
Waltham,MA02451 		04-2103927 501(c)(3) 20,915   N/A N/A Community Impact
(429) WATCH CDC
24 Crescent Street Suite 201
Waltham,MA02453 		22-2918528 501(c)(3) 127,065   N/A N/A Community Impact
(430) Waterfront Historic Area League (WHALE)
15 Johnny Cake Hill
New Bedford,MA02740 		04-6130520 501(c)(3) 139,500   N/A N/A Community Impact
(431) Way Finders
1780 Main Street
Springfield,MA01103 		04-2518368 501(c)(3) 163,854   N/A N/A Community Impact
(432) WAYPOINT
464 Chestnut Street
Manchester,NH03105 		02-0222164 501(c)(3) 17,066   N/A N/A Community Impact
(433) Wellspring Cooperative
143 Main Street
Springfield,MA01151 		46-5509253 501(c)(3) 43,652   N/A N/A Community Impact
(434) Wellspring House Inc
302 Essex Avenue
Gloucester,MA01930 		04-2735048 501(c)(3) 36,250   N/A N/A Community Impact
(435) West End House Boys & Girls Club
105 Allston Street
Allston,MA02134 		04-2105825 501(c)(3) 52,578   N/A N/A Community Impact
(436) Westgate Church
100 Winter Street
Weston,MA02493 		04-2583018 501(c)(3) 15,318   N/A N/A Community Impact
(437) Weymouth Food Pantry
PO Box 890009
Weymouth,MA02189 		04-3099272 501(c)(3) 7,837   N/A N/A Community Impact
(438) Women Encouraging Empowerment Inc
PO Box 13
Revere,MA02151 		04-3286531 501(c)(3) 55,000   N/A N/A Community Impact
(439) Womenaid of Greater Portsmouth
PO Box 4154
Portsmouth,NH03802 		20-3200492 501(c)(3) 10,000   N/A N/A Community Impact
(440) Women's Bar Foundation
105 Chauncy Street 8th Floor
Boston,MA02111 		04-2738850 501(c)(3) 9,910   N/A N/A Community Impact
(441) Worcester Common Ground
5 Piedmont Street
Worcester,MA01610 		22-2976657 501(c)(3) 119,104   N/A N/A Community Impact
(442) Worcester Community Housing Resources
11 Pleasant Street Ste 300
Worcester,MA01609 		22-2719744 501(c)(3) 198,032   N/A N/A Community Impact
(443) Worcester East Side CDC
310 Highland Street
Worcester,MA01602 		04-3280116 501(c)(3) 178,215   N/A N/A Community Impact
(444) Wounded Warrior Project
PO Box 758517
Topeka,KS66675 		20-2370934 501(c)(3) 6,520   N/A N/A Community Impact
(445) X-Cel Inc
7 Glenvale Terr 2
Jamaica Plain,MA02130 		04-3492163 501(c)(3) 19,546   N/A N/A Community Impact
(446) Year Up Inc
45 Milk Street 9th Flr
Boston,MA02109 		04-3534407 501(c)(3) 34,368   N/A N/A Community Impact
(447) YMCA of Attleboro
63 North Main Street
Attleboro,MA02703 		04-2255819 501(c)(3) 61,216   N/A N/A Community Impact
(448) YMCA of Greater Boston
316 Huntington Avenue
Boston,MA02115 		04-2103551 501(c)(3) 118,882   N/A N/A Community Impact
(449) YMCA of Metro North
2 Centennial Drive Suite 4A
Peabody,MA01960 		04-2105883 501(c)(3) 47,296   N/A N/A Community Impact
(450) YMCA of the North Shore
245 Cabot Street
Beverly,MA01915 		04-2104913 501(c)(3) 55,563   N/A N/A Community Impact
(451) Youth EmpowerHouse
7 William Street
Haverhill,MA01830 		04-2104286 501(c)(3) 10,632   N/A N/A Community Impact
(452) YouthBuild Boston
27 Centre Street
Roxbury,MA02119 		04-3080098 501(c)(3) 60,445   N/A N/A Community Impact
(453) Youthbuild Lawrence
355 Haverhill Street
Lawrence,MA01841 		04-3177142 501(c)(3) 20,267   N/A N/A Community Impact
(454) YWCA Malden
54 Washington Street
Malden,MA02148 		04-2125009 501(c)(3) 56,386   N/A N/A Community Impact
(455) YWCA of Boston
140 Clarendon Street Suite 403
Boston,MA02116 		04-2103548 501(c)(3) 18,095   N/A N/A Community Impact
(456) YWCA of Northeastern Massachusetts
38 Lawrence Street
Lawrence,MA01840 		04-2130847 501(c)(3) 29,068   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
456
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2020

Schedule I (Form 990) 2020
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients		 (c) Amount of
cash grant		 (d) Amount of
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. PARTNER ORGANIZATIONS RECEIVING DISCRETIONARY FUNDING FROM UWMB UNDERGO INTENSIVE PRE-SCREENING BEFORE BEING AWARDED FUNDING, INCLUDING BUT NOT LIMITED TO, AN APPLICATION PROCESS THAT INCLUDES EXPLANATION OF PROPOSED USE AND RESULTS OF FUNDING. UWMB ENGAGES MULTIPLE VOLUNTEER REVIEW COMMITTEES TO REVIEW APPLICATIONS AND RECOMMEND FUNDING TO UWMB's COMMUNITY IMPACT COMMITTEE. UWMB REQUIRES THAT ALL PARTNER AGENCIES SIGN A MEMORANDUM OF UNDERSTANDING AGREEING TO GENERAL PROVISIONS, REPORTING REQUIREMENTS, AND COMPLIANCE WITH APPLICABLE STATE AND FEDERAL REGULATIONS. IN ADDITION, UWMB's COMMUNITY IMPACT STAFF, REGULARLY COMMUNICATE AND MONITOR AGENCIES' COMPLIANCE WITH THE MEMORANDUM OF UNDERSTANDING INCLUDING PROGRESS AGAINST AGREED UPON PROGRAMMATIC OUTCOMES AND DELIVERABLES TO ENSURE UWMB IS ACHIEVING ITS MISSION.
Schedule I (Form 990) 2020



Additional Data


Software ID: 20011424
Software Version: 2020v4.0


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
Graphic Arrow Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
Graphic Arrow Attach to Form 990.
Graphic Arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2020
Open to Public Inspection
Name of the organization
United Way Of Massachusetts Bay Inc
 
Employer identification number

04-2382233
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2020

Schedule J (Form 990) 2020
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1Michael K Durkin
 
Former President and CEO 		(i)

(ii)		 262,581
-------------
0 		0
-------------
0 		26,501
-------------
0 		30,014
-------------
0 		11,366
-------------
0 		330,462
-------------
0 		0
-------------
0
2Richard Voccio
 
Chief Administrative Officer, Assistant Board Treasurer 		(i)

(ii)		 209,160
-------------
0 		0
-------------
0 		867
-------------
0 		21,728
-------------
0 		22,093
-------------
0 		253,848
-------------
0 		0
-------------
0
3Lisa Rowan-Gillis
 
Chief Development Officer 		(i)

(ii)		 245,448
-------------
0 		0
-------------
0 		1,568
-------------
0 		20,368
-------------
0 		22,200
-------------
0 		289,584
-------------
0 		0
-------------
0
4Karley Ausiello
 
SVP Community Impact 		(i)

(ii)		 161,483
-------------
0 		0
-------------
0 		216
-------------
0 		17,000
-------------
0 		22,160
-------------
0 		200,859
-------------
0 		0
-------------
0
5Brigid Boyd
 
VP Communications/Public Relations 		(i)

(ii)		 150,061
-------------
0 		0
-------------
0 		304
-------------
0 		16,012
-------------
0 		21,994
-------------
0 		188,371
-------------
0 		0
-------------
0
6Janet Collins
 
VP Individual Giving 		(i)

(ii)		 134,462
-------------
0 		0
-------------
0 		721
-------------
0 		14,452
-------------
0 		22,174
-------------
0 		171,809
-------------
0 		0
-------------
0
7Sherrie Holder-Watts
 
VP Human Resources & Ethics 		(i)

(ii)		 154,500
-------------
0 		0
-------------
0 		828
-------------
0 		8,556
-------------
0 		794
-------------
0 		164,678
-------------
0 		0
-------------
0
8Angelo Miccolo
 
VP Operations 		(i)

(ii)		 126,140
-------------
0 		0
-------------
0 		433
-------------
0 		13,390
-------------
0 		21,850
-------------
0 		161,813
-------------
0 		0
-------------
0
9Connie French
 
VP Marketing 		(i)

(ii)		 124,149
-------------
0 		0
-------------
0 		228
-------------
0 		10,614
-------------
0 		21,844
-------------
0 		156,835
-------------
0 		0
-------------
0
10Mark Lamothe
 
Former SVP Marketing 		(i)

(ii)		 139,480
-------------
0 		0
-------------
0 		554
-------------
0 		7,691
-------------
0 		11,223
-------------
0 		158,948
-------------
0 		0
-------------
0
Schedule J (Form 990) 2020

Schedule J (Form 990) 2020
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
Schedule J, Part I LINE 3 UWMB'S Executive Committee of the Board of Directors reviews and approves all Executive Compensation, as recommended by UWMB's Compensation Committee.
Schedule J (Form 990) 2020

Additional Data


Software ID: 20011424
Software Version: 2020v4.0
SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2020
Open to Public Inspection
Name of the organization
United Way Of Massachusetts Bay Inc
 
Employer identification number

04-2382233
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		X 383,090 Market value
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded .        
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous .. X 52 462,133 Market value
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image ( )
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
0
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2020)
Schedule M (Form 990) (2020)
Page 2
Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
Schedule M, Part I Explanations of reporting method for number of contributions Securities - Miscellaneous - Number of contributions Clothing and household goods - Number of Contributions
Schedule M (Form 990) (2020)

Additional Data


Software ID: 20011424
Software Version: 2020v4.0
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 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2020
Open to Public
Inspection
Name of the organization
United Way Of Massachusetts Bay Inc
 
Employer identification number

04-2382233
Return Reference Explanation
Form 990, Part III, Line 4d Description of other program services (Expenses $ 1,780,298 including grants of $ 1,306,281) PROGRAM ADMINISTRATION INCLUDES UWMB'S INTERNAL RESOURCE ALLOCATION TO SUPPORT CHILDREN, YOUTH AND FAMILY PROGRAMS.
Form 990, Part VI, Line 11b Review of form 990 by governing body INDEPENDENT CPA FIRM REVIEWS THE ANNUAL FORM 990. A DRAFT OF THE FORM 990 IS PROVIDED TO THE AUDIT COMMITTEE FOR THEIR REVIEW AND DISCUSSION. IN ADDITION, THE FINAL DRAFT IS SENT TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL PRIOR TO FILING.
Form 990, Part VI, Line 12c Conflict of interest policy UWMB's CODE OF ETHICS IS INTENDED TO GUIDE AND ADVANCE THE ETHICAL CONDUCT OF BOTH VOLUNTEERS AND STAFF IN CARRYING OUT THEIR UWMB 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 UWMB OR UNDERMINE THE PUBLIC'S TRUST IN UWMB STAFF AND VOLUNTEERS. TO ENSURE THAT THE BEST INTERESTS OF UWMB 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 INTERESTS 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 ANNUALY, OR SOONER IF CHANGED CIRCUMSTANCES IN A PARTICULAR CASE MAY WARRANT. THE TERMS OF ALL POTENTIAL CONFLICTS OF INTEREST ARE REVIEWED BY MANAGEMENT AND REPORTED TO UWMB's AUDIT COMMITTEE ON AN ANNUAL BASIS. THE COMMITTEE DEVELOPS RECOMMENDATIONS AS TO WHETHER, ALL FACTORS CONSIDERED, A POTENTIAL CONFLICT IS FAIR AND REASONABLE AND IN THE BEST INTEREST OF UWMB AND PROVIDES THESE RECOMMENDATIONS TO UWMB'S BOARD FOR APPROVAL.
Form 990, Part VI, Line 15a Process to establish compensation of top management official Each year, the Compensation Committee, which is comprised of Board and non-Board members, reviews compensation, benchmarks and performance metrics for the top five positions in the leadership of the organization including the President and Chief Executive Officer. Every three years, the Compensation Committee also completes a review of the external compensation market by engaging an executive compensation consultant to review the compensation and benefits package and set benchmarks for each position. All annual compensation changes are reviewed and approved each year by the Board of Directors following review and approvals by the Compensation Committee and the Executive Committee of the Board and documented in the meeting minutes. The Chairperson of the Compensation Committee who is also a member of the Board of Directors creates and maintains the documentation of the deliberations of the Committee meetings and decisions regarding the annual compensation decisions.
Form 990, Part VI, Line 15b Process to establish compensation of other employees SEE PART VI, LINE 15A
Form 990, Part VI, Line 19 Required documents available to the public UWMB, UPON REQUEST, WILL PROVIDE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS. UWMB'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) 2020


Additional Data


Software ID: 20011424
Software Version: 2020v4.0