TY 2021 Form 990

(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)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(1) KEVIN WILHELM...................................................................... EXECUTIVE DI	40.00 .................		X	114,689
(2) SHAWONDA SWAIN...................................................................... PRESIDENT &	40.00 .................	X	X	48,961
(3) ROSARIO RIZZO...................................................................... HONORARY DIR	5.00 .................	X		0
(4) WILLIAM WRANG...................................................................... HONORARY DIR	5.00 .................	X		0
(5) HARRY BURR...................................................................... HONORARY DIR	5.00 .................	X		0
(6) DAVID REYNOLDS...................................................................... HONORARY DIR	5.00 .................	X		0
(7) JEAN ADAMS SHAW...................................................................... HONORARY DIR	5.00 .................	X		0
(8) PAT CHARLES...................................................................... AT LARGE	5.00 .................	X		0
(9) SCOTT CARLSON...................................................................... AT LARGE	5.00 .................	X		0
(10) ALLISON DOWE...................................................................... AT LARGE	5.00 .................	X		0
(11) FAITH JACKSON...................................................................... AT LARGE	5.00 .................	X		0
(12) RAMONA BURKEY...................................................................... WOMEN'S INIT	5.00 .................	X		0
(13) AMY CHOPLICK-WARD...................................................................... YOUNG LEADER	5.00 .................	X		0
(14) SUE MURPHY...................................................................... COMMUNITY IM	5.00 .................	X		0
(15) DUNCAN OLAECHEA...................................................................... CAMPAIGN CHA	5.00 .................	X		0
(16) MARISOL RODRIGUEZ...................................................................... HUMAN RESOUR	5.00 .................	X		0
(17) KEVIN HARRIS...................................................................... BOARD MEMBER	5.00 .................	X		0

(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)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(18) JOE SANTANIELLO........................................................................ BOARD MEMBER	5.00 .......................	X
(19) KEVIN REICH........................................................................ BOARD MEMBER	5.00 .......................	X
(20) JESSICA SCHEFF........................................................................ BOARD MEMBER	5.00 .......................	X
(21) GARY WALLACE........................................................................ BOARD MEMBER	5.00 .......................	X
(22) ALISSA DEJONGE........................................................................ BOARD MEMBER	5.00 .......................	X
(23) WILLIAM HOLDER........................................................................ BOARD MEMBER	5.00 .......................	X
(24) LAKISHA HYATT........................................................................ BOARD MEMBER	5.00 .......................	X
(25) JIM CRAWFORD........................................................................ BOARD MEMBER	5.00 .......................	X
(26) REV ROBYN ANDERSON........................................................................ BOARD MEMBER	5.00 .......................	X
(27) KRISTEN ROBERTS........................................................................ BOARD MEMBER	5.00 .......................	X
(28) JOSHUA RIVERA........................................................................ BOARD MEMBER	5.00 .......................	X
(29) ROBERT ROSE........................................................................ BOARD MEMBER	5.00 .......................	X
(30) KRISTEN JENSEN........................................................................ BOARD MEMBER	5.00 .......................	X
(31) MEGHANN LAFOUNTAIN........................................................................ BOARD MEMBER	5.00 .......................	X
(32) CLIFFORD STRAUB........................................................................ TREASURER	5.00 .......................	X	X
(33) MEGHAN SLATER........................................................................ VICE CHAIR	5.00 .......................	X	X
(34) KIMBERLY HOGAN........................................................................ CHAIRPERSON	5.00 .......................	X	X

- TIN:

SCHEDULE A
(Form 990)

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

2021

Open to Public
Inspection

Name of the organization

MIDDLESEX UNITED WAY INC

Employer identification number

06-0665170

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.)

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

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

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

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

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

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

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

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

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

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

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

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

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

Cat. No. 11285F

Schedule A (Form 990) 2021

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)		(a) 2017	(b) 2018	(c) 2019	(d) 2020	(e) 2021	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	1,526,912	1,453,154	1,365,943	1,146,728	887,523	6,380,260
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3	1,526,912	1,453,154	1,365,943	1,146,728	887,523	6,380,260
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..						1,129,573
6	Public support. Subtract line 5 from line 4.						5,250,687

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2017	(b) 2018	(c) 2019	(d) 2020	(e) 2021	(f) Total
7	Amounts from line 4..	1,526,912	1,453,154	1,365,943	1,146,728	887,523	6,380,260
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	19,670	24,111	21,696	15,775	14,467	95,719
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10						6,475,979

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

202,112

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

Public support percentage for 2021 (line 6, column (f) divided by line 11, column (f)) .........

81.080 %

Public support percentage for 2020 Schedule A, Part II, line 14 ...............

86.230 %

16a

33 1/3% support test—2021. If the organization did not check the box on line 13, and line 14 is 33 1/3 % or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2020. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2021. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2020. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

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

Schedule A (Form 990) 2021

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)		(a) 2017	(b) 2018	(c) 2019	(d) 2020	(e) 2021	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2017	(b) 2018	(c) 2019	(d) 2020	(e) 2021	(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 on 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.)..

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

Public support percentage for 2021 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2020 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2021 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2020 Schedule A, Part III, line 17 .............

19a

331/3% support tests—2021. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2020. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

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

Schedule A (Form 990) 2021

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

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.

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).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

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.

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.

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.

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.

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.

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).

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?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

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.

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) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

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.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on 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.

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

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) 2021

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on 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

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.

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.

Section C. Type II Supporting Organizations

Yes

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).

Section D. All Type III Supporting Organizations

Yes

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?

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).

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.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

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.

Did the activities described on 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.

Parent of Supported Organizations. Answer lines 3a and 3b below.

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.

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.

Schedule A (Form 990) 2021

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	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

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2021

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 2021 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-2021	(iii) Distributable Amount for 2021
1 Distributable amount for 2021 from Section C, line 6
2 Underdistributions, if any, for years prior to 2021 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2021:
a From 2016.......
b From 2017.......
c From 2018.......
d From 2019.......
e From 2020.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2021 distributable amount
i Carryover from 2016 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2021 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2021 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2021, 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 2021. 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 2022. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2017.....
b Excess from 2018.....
c Excess from 2019.....
d Excess from 2020.....
e Excess from 2021.....

Schedule A (Form 990) (2021)

Schedule A (Form 990) 2021

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 (Form 990) 2021

Additional Data

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Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

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

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2021

Name of the organization

MIDDLESEX UNITED WAY INC

Employer identification number

06-0665170

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

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

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

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

501(c)(3) taxable private foundation

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

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

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

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... 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) (2021)

Schedule B (Form 990) (2021) Page 2

Name of organization MIDDLESEX UNITED WAY INC

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	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2021)

Schedule B (Form 990) (2021)

Page 3

Name of organization MIDDLESEX UNITED WAY INC		Employer identification number 06-0665170

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) (2021)

Schedule B (Form 990) (2021)

Page 4


Name of organization MIDDLESEX UNITED WAY INC			Employer identification number 06-0665170
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.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990) (2021)

Additional Data

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SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

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

2021

Open to Public Inspection

Name of the organization

MIDDLESEX UNITED WAY INC

Employer identification number

06-0665170

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 ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

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

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

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

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

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


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ...	2d

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

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

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

Yes No

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

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

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

Yes No

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.

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.

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

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:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

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) 2021

Page 2

Part III

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

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):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

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

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

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

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

Yes No


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

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

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 ....	230,170	182,480	192,869	195,803	194,011
b	Contributions ...
c	Net investment earnings, gains, and losses	-25,507	56,087	527	7,444	12,164
d	Grants or scholarships ...	9,710	4,183	7,272	6,694	6,500
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....	4,338	4,214	3,644	3,685	3,872
g	End of year balance ......	190,615	230,170	182,480	192,869	195,803

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

Board designated or quasi-endowment SchDMd Bullet

Permanent endowment SchDMd Bullet

77.990 %

Term endowment SchDMd Bullet

22.010 %

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

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

Yes

(i) Unrelated organizations .................

3a(i)

Yes

(ii) Related organizations .................

3a(ii)

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

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
d	Equipment ....	78,644	53,580	25,064
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				25,064

Schedule D (Form 990) 2021

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........
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

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

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

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 INTERESTS IN TRUSTS				645,042
(2)OTHER RECEIVABLES				3,845
(3)SECURITY DEPOSIT				3,000
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				651,887

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
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	14,025
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) 2021

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	586,319
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	-315,980
b	Donated services and use of facilities .........	2b	3,000
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d .....................			2e	-312,980
3	Subtract line 2e from line 1..................			3	899,299
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	4,205
b	Other (Describe in Part XIII.) ...........	4b	72,824
c	Add lines 4a and 4b....................			4c	77,029
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	976,328

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	1,089,700
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a	3,000
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d....................			2e	3,000
3	Subtract line 2e from line 1...................			3	1,086,700
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	4,205
b	Other (Describe in Part XIII.) ............	4b	72,824
c	Add lines 4a and 4b.....................			4c	77,029
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	1,163,729

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, PAGE 4, PART XI, LINE 4B	AMOUNTS RAISED ON BEHALF OF OTHERS 72,824
SCHEDULE D, PAGE 4, PART XII, LINE 4B	AMOUNTS RAISED ON BEHALF OF OTHERS 72,824

Schedule D (Form 990) 2021

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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

2021

Open to Public
Inspection

Name of the organization
MIDDLESEX UNITED WAY INC

Employer identification number
06-0665170

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to 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	(h) Purpose of grant or assistance
(1) 211 - INFOLINE 1344 SILAS DEANE HIGHWAY ROCKY HILL,CT06067	06-1084194	3	11,000	SELF SUFFICIENCY
(2) CHILD FAMILY AGENCY OF SE CT 255 HEMPSTEAD STREET NEW LONDON,CT06320	23-7212022	3	17,181	HEALTH/POSITIVE YOUT
(3) COLUMBUS HOUSE - TRANSITIONAL HOUS 586 ELLA T GRASSO BOULEVARD NEW HAVEN,CT06519	22-2511873	3	12,744	AFFORDABLE HOUSING
(4) GILEAD COMMUNITY SERVICES PO BOX 1000 22 MAIN STREET EXTENSION MIDDLETOWN,CT06457	06-0851549	3	23,181	HEALTH/POSITIVE YOUT
(5) HOPE PARTNERSHIP 121 MAIN STREET OLD SAYBROOK,CT06475	20-1683627	3	16,016	AFFORDABLE HOUSING
(6) KUHN EMPLOYMENT OPPORTUNITIES PO BOX 941 MERIDEN,CT06450	06-0770819	3	15,000	SELF SUFFICIENCY
(7) LITERACY VOLUNTEERS - VALLEY SHORE 25 MIDDLESEX TURNPIKE ESSEX,CT06426	30-0229759	3	8,284	EDUCATION
(8) MARC - COMMUNITY RESOURCES PO BOX 126 12 FAIRVIEW STREET PORTLAND,CT06480	06-6011968	3	21,862	HEALTH/POSITIVE YOUT
(9) MIDDLETOWN ADULT EDUCATION 398 MAIN STREET MIDDLETOWN,CT06457	06-6001872	3	5,484	EDUCATION
(10) MX CITY - COALITION ON HOMELESSNESS C/O MIDDLESEX UNITED WAY 100 RIVERVIEW CENTER MIDDLETOWN,CT06457	06-0665170	3	8,580	AFFORDABLE HOUSING
(11) MX HABITAT FOR HUMANITY C/O SOUTH CHURCH 334 SHUNPIKE ROAD UNIT 24-26 CROMWELL,CT06416	06-1448284	3	6,499	AFFORDABLE HOUSING
(12) ODDFELLOWS PLAYHOUSE 128 WASHINGTON STREET MIDDLETOWN,CT06457	06-0964602	3	13,250	HEALTH/POSITIVE YOUT
(13) SHORELINE SOUP KITCHENS & PANTRIES PO BOX 804 ESSEX,CT06426	06-1412728	3	7,500	SELF SUFFICIENCY
(14) ST VINCENT DEPAUL - FOOD PANTRY 617 MAIN STREET PO BOX 398 MIDDLETOWN,CT06457	06-1387081	3	7,500	SELF SUFFICIENCY
(15) THE CONNECTION - EDDY SHELTER 955 SOUTH MAIN STREET MIDDLETOWN,CT06457	06-0886125	3	32,108	AFFORDABLE HOUSING
(16) UNITED WAY OF SE CT 1868 ROUTE 12 PO BOX 375 GALES FERRY,CT06335	06-0771393	3	5,300	DONOR DESIGNATIONS
(17) WOMEN & FAMILIES CENTER - SACS 169 COLONY STREET MERIDEN,CT06451	06-0646994	3	11,681	HEALTH/POSITIVE YOUT
(18) YMCA OF NO MIDDLESEX CITY 99 UNION STREET MIDDLETOWN,CT06457	06-0646981	3	8,538	DONOR DESIGNATED
(19) YMCA OF NORTHMIDDLESEX-KK&AS 99 UNION STREET MIDDLETOWN,CT06457	06-0646981	3	40,767	HEALTH/POSITIVE YOUT
(20) MIDDLETOWN ECCOPPORTUNITY KNOCKS 28 CRESCENT STREET MIDDLETOWN,CT06457		3	5,284	EDUCATION
(21) MIDDLESEX YOUTH SERVICE BUREAUS 56 HIGH STREET PO BOX 897 DEEP RIVER,CT06417		3	16,750	HEALTH/POSTIVE YOUTH
(22) COLUMBUS HOUSE 586 ELLA T GRASSO BOULEVARD NEW HAVEN,CT06519	22-2511873	3	8,681	HEALTH/POSITIVE YOUT
(23) MIDDLESEX HEALTH 28 CRESCENT STREET MIDDLETOWN,CT06457		3	24,681	HEALTH/POSITIVE YOUT

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

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

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

Cat. No. 50055P

Schedule I (Form 990) 2021

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, PAGE 1, PART I, LINE 2	FUNDING PARTNERS ARE REQUIRED TO PROVIDE OUTCOME MEASURES THAT DEMONSTRATE THE SHORT-, MID- AND LONG-TERM RESULTS OF THEIR SERVICES/INITIATIVES.

Schedule I (Form 990) 2021

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SCHEDULE O
(Form 990)

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

2021

Open to Public
Inspection

Name of the organization

MIDDLESEX UNITED WAY INC

Employer identification number

06-0665170

Return Reference	Explanation
FORM 990, PAGE 2, PART III, LINE 4A	EDUCATION: OUR VISION: STUDENTS SUCCEED ACADEMICALLY. LOCAL INVESTMENT: MIDDLESEX UNITED WAY FOCUSES ON SCHOOL READINESS, PARENT EDUCATION, AND FAMILY LITERACY. MIDDLESEX UNITED WAY'S SCHOOL READINESS INITIATIVE WORKS WITH SCHOOLS, EARLY CHILDCARE PROVIDERS, PARENTS, AND COMMUNITY MEMBERS THROUGHOUT MIDDLESEX COUNTY TO ENSURE YOUNG CHILDREN ARE SCHOOL READY AND HAVE ACCESS TO RESOURCES THAT SUPPORT SOCIAL AND EMOTIONAL DEVELOPMENT. IN ADDITION, MIDDLESEX UNITED WAY SUPPORTS FAMILY AND ADULT LITERACY PROGRAMS. MUW PARTNER: MIDDLETOWN ADULT EDUCATION EVEN START LITERACY PROGRAM MIDDLESEX UNITED WAY HELPED FUND THE PROGRAM WITH THE GOAL TO GIVE PARENTS BETTER SUPPORT TO FURTHER THEIR OWN ACADEMIC ENDEAVORS. ONE PARENT IN THE PROGRAM COMPLETED HER GED AND GRADUATED IN JUNE 2022. A SECOND PARENT IS EXPECTED TO GRADUATE THIS YEAR AND DEMONSTRATED AN 18-POINT SCALE SCORE GAIN ON HER GOALS READING TEST. MUW PARTNER: OPPORTUNITY KNOCKS: MENTAL HEALTH CONSULTATION THE MHC PROVIDES PROFESSIONAL DEVELOPMENT WITH TEACHERS USING THE CIRCLE OF SECURITY PARENTING (COS) CURRICULUM. THIS ALLOWS TEACHERS TO BETTER UNDERSTAND A STUDENT'S MOTIVES FOR BEHAVIOR AND RECOGNIZE MISCUES THAT COULD NEGATIVELY IMPACT HIS OR HER LEARNING. A LOCAL TEACHER IN THE PROGRAM WAS ABLE TO SUCCESSFULLY UNDERSTAND A STUDENT'S UNIQUE NEEDS AFTER SEVERAL BEHAVIORAL ISSUES AND KEEP THAT STUDENT ENGAGED IN THE CLASSROOM. FINANCIAL STABILITY: OUR VISION: INDIVIDUALS AND FAMILIES ARE ECONOMICALLY STABLE. LOCAL INVESTMENT: MIDDLESEX UNITED WAY FOCUSES ON JOB TRAINING AND EMPLOYMENT SUPPORTS, BASIC NEEDS, AND TAX PREPARATION ASSISTANCE. MIDDLESEX UNITED WAY SUPPORTS PROGRAMS THAT PROVIDE BASIC NEEDS FOR THE COMMUNITY, LIKE NUTRITIOUS FOOD AND EMPLOYMENT SERVICES. MIDDLESEX UNITED WAY ALSO PROVIDES LEADERSHIP AND SUPPORT TO THE MIDDLESEX VITA (VOLUNTEER INCOME TAX ASSISTANCE) COALITION. VITA PROVIDES FREE INCOME TAX PREPARATION SERVICES TO LOW- AND MODERATE-INCOME FAMILIES AND INCREASES THE NUMBER OF HOUSEHOLDS THAT ACCESS THE TAX CREDITS THEY HAVE EARNED. MUW PARTNER: SHORELINE SOUP KITCHENS AND PANTRIES DURING THE 2021-2022 GRANT PERIOD MIDDLESEX FOOD PANTRIES IN CLINTON, WESTBROOK, AND OLD SAYBROOK PROVIDED ENOUGH FOOD FOR 892,530 MEALS. THOSE SAME PANTRIES SERVED MORE THAN 6,000 INDIVIDUALS. MIDDLESEX FOOD PANTRIES IN CLINTON, WESTBROOK, AND OLD SAYBROOK DISTRIBUTED 1,194,172 POUNDS OF FOOD DURING THE 2021-2022 GRANT CYCLE. MUW PARTNER: ST. VINCENT DE PAUL MIDDLETOWN AMAZING GRACE FOOD PANTRY WAS ABLE TO DISTRIBUTE A GRAND TOTAL OF 2,456,910 POUNDS OF FOOD DURING THE 2021-2022 GRANT CYCLE. 1,920 INDIVIDUALS RECEIVED GROCERIES BY SHOPPING AT THE FOOD PANTRY OR VIA DELIVERY. 337 INDIVIDUAL CHILDREN RECEIVED WEEKLY BACKPACK FOODS. HEALTH AND WELLNESS: OUR VISION: YOUTH AND ADULTS AVOID RISKY BEHAVIORS, AND INDIVIDUALS AND FAMILIES ARE HEALTHY AND SAFE. LOCAL INVESTMENT: MIDDLESEX UNITED WAY FOCUSES ON POSITIVE YOUTH DEVELOPMENT, SUBSTANCE ABUSE PREVENTION AND TREATMENT, AND MENTAL HEALTH SERVICES. MIDDLESEX UNITED WAY ALSO SUPPORTS HEALTH AND WELLNESS SERVICES IN THE COMMUNITY, INCLUDING MENTAL HEALTH SERVICES, COUNSELING, SUBSTANCE ABUSE SERVICES, SEXUAL ASSAULT CRISIS SERVICES, AND PROGRAMS THAT HELP ADULTS WITH DISABILITIES THRIVE. MUW PARTNER: WOMEN & FAMILIES CENTER ADVOCATES ASSISTED AN LGBTQ ADULT VICTIM WHO HAD EXPERIENCED MULTIPLE SEXUAL ASSAULTS. SHE WAS ABLE TO SETUP COUNSELING SERVICES AND MEET WITH AN ADVOCATE REGULARLY. SHE WAS GIVEN SUPPORT AND GUIDANCE TO FILE FOR VICTIM COMPENSATION BENEFITS FROM SEVERAL STATES WHERE THE ASSAULTS HAD OCCURRED. WHILE ATTENDING THE MIDDLETOWN PRIDE EVENT, THE SURVIVOR TOLD WFC ADVOCATES SHE FELT "LIBERATED" TO BE HERSELF AND HAS MORE FREEDOM NOW THAT SHE HAD THE OPPORTUNITY TO TALK ABOUT HER PAST TRAUMA. MUW PARTNER: MARC COMMUNITY RESOURCES BECAUSE OF COVID-19 MANY INDIVIDUALS INVOLVED IN THE MARC RECREATION PROGRAMS WERE UNABLE TO PARTICIPATE IN EVERYDAY ACTIVITIES AND SOCIALIZE. THIS PAST FALL, SAL WAS ABLE TO ATTEND A UCONN FOOTBALL GAME WITH VIP PASSES FOR SUITE SEATS. IT GAVE SAL A CHANCE TO HAVE FUN AND EXPERIENCE A BIT OF NORMALCY AFTER SO MUCH ISOLATION. ON THE DRIVE HOME SAL WAS ASKED IF HE HAD FUN. HIS RESPONSE: "IT WAS LIKE I WAS ON VACATION" HOUSING: OUR VISION: EVERYONE HAS SAFE AND AFFORDABLE HOUSING. LOCAL INVESTMENT: MIDDLESEX UNITED WAY FOCUSES ON HOMELESSNESS PREVENTION, EMERGENCY SHELTER, SUPPORTIVE HOUSING, AND AFFORDABLE HOUSING. WE SUPPORT PROGRAMS THROUGHOUT THE COUNTY THAT PROVIDE SAFE EMERGENCY HOUSING AS WELL AS SERVICES AND SUPPORTS TO ENSURE INDIVIDUALS AND FAMILIES CAN REMAIN SAFELY AND STABLY HOUSED. IN 2022 MIDDLESEX UNITED WAY HELPED SPONSOR A HABITAT FOR HUMANITY VETERANS BUILD: UPON RETURNING TO CONNECTICUT FROM ACTIVE DUTY, ROBERTO AND JULIA GONZALEZ COULD NOT FIND AN AFFORDABLE PLACE TO LIVE. THEY MOVED INTO A SMALL APARTMENT WITH FAMILY THAT WAS UNSAFE DUE TO MOLD ISSUES. THEY APPLIED FOR A HABITAT VETERANS BUILD HOUSE AND MOVED INTO THEIR HOME IN MIDDLEFIELD IN MAY 2022. MIDDLESEX UNITED WAY ALSO PARTNERS WITH COLUMBUS HOUSE, INC. TO PROVIDE HOUSING TO THOSE IN NEED IN OUR COMMUNITIES. THE SUPPORT FROM THESE PROGRAMS HAS HELPED CHANGE MANY LIVES: A SINGLE MOTHER OF FIVE WAS APPROVED FOR A THREE-BEDROOM UNIT ON GREEN STREET IN 2020. SHE AND HER FAMILY HAVE REMAINED THERE FOR TWO YEARS. WITH THE SUPPORT OF COLUMBUS HOUSE INC. SHE IS NOW WORKING FULL-TIME, HAS OBTAINED CHILDCARE, AND HAS ACCESS TO MENTAL HEALTH SERVICES. HER CASE MANAGER REPORTS: "I HAVE SEEN A TREMENDOUS CHANGE AND GROWTH IN THIS CLIENT COMPARED TO WHEN SHE FIRST ARRIVED AT THE SHELTER IN 2020 AT THE BEGINNING OF COVID. SHE HAS GRADUALLY BECOME MORE INDEPENDENT AND RESOURCEFUL." RACIAL EQUITY & INCLUSION: OUR VISION: INDIVIDUALS AND FAMILIES LIVE IN AN ANTI-RACIST, EQUITABLE, AND INCLUSIVE COMMUNITY. MUW PARTNER: STEAM TRAIN INC. AN AFRICAN AMERICAN SINGLE MOTHER OF THREE, WHO LIVES IN MIDDLETOWN, IS A STUDENT IN THE FAST TRACK PROGRAM, WHICH PROVIDES TECHNOLOGY TRAINING TO PEOPLE OF COLOR. SHE HAS NOW SUCCESSFULLY COMPLETED THE GOOGLE IT CERTIFICATE (AHEAD OF SCHEDULE) AND WILL BE PLACED IN AN APPRENTICESHIP ROLE IN THE NEAR FUTURE. MUW PARTNER: HEALTH EQUITY SOLUTIONS HEALTH EQUITY ENSURES THAT ALL PEOPLE HAVE ACCESS TO OPTIMAL HEALTH DESPITE THEIR RACE, ETHNICITY, CULTURE, OR SOCIOECONOMIC STATUS. IN THE 2021-2022 GRANT CYCLE HES HAS GROWN ITS PARTNERSHIPS AND HAS COMPLETED THREE WORKSHOPS ON "CONNECTICUT'S PATH TO EQUITY." IT ALSO SCHEDULED EIGHT COMMUNITY CONVERSATIONS ABOUT THESE TOPICS. MUWPARTNER: SHILOH BAPTIST COMMUNITY DEVELOPMENT CORP. SHILOH BAPTIST CDC AIMS TO CLOSE THE GAP BETWEEN THE COMMUNITY'S SENIOR CITIZENS AND ADVANCED TECHNOLOGY BY PROVIDING DEVICES, SETUP, AND TRAINING. 23 INDIVIDUALS WERE SUCCESSFULLY TRAINED. THIS TRAINING ALLOWED THESE SENIORS TO ACCESS TELEHEALTH VISITS AND MUCH-NEEDED COMMUNITY RESOURCES ONLINE. LOCAL INVESTMENT: MIDDLESEX UNITED WAY IS FUNDING ITS FIRST SET OF GRANTS DEDICATED TO RACIAL EQUITY AND INCLUSION IN FY2021-22. 2-1-1 AND 9-8-8 INFORMATION AND REFERRAL: MIDDLESEX UNITED WAY SUPPORTS CONNECTICUT'S UNITED WAY 2-1-1 SYSTEM, AN INFORMATION AND REFERRAL SERVICE THAT IS AVAILABLE 24 HOURS, 7 DAYS A WEEK BY DIALING 2-1-1. UNITED WAY 2-1 -1 HANDLED 365,000 CALLS IN 2020 AND OVER 2.7 MILLION WEB REQUESTS, INCLUDING OVER 16,000 CALLS FROM MIDDLESEX COUNTY. TOP REQUESTS STATEWIDE ARE FOR HEALTH SE RVICE S, HOUSING, AND EMPLOYMENT. A 9-8-8 SUICIDE AND CRISIS HOTLINE WAS ROLLED OUT EARLIER THIS MONTH ACROSS THE COUNTRY AND HERE IN CONNECTICUT. THE GOAL IS TO PROVIDE A SIMPLE AND EASY TO REMEMBER PHONE NUMBER IN HOPES OF PROVIDING A LIFELINE TO THOSE GOING THROUGH A DIFFICULT TIME. HERE IN CONNECTICUT THE 9-8-8 NUMBER GETS FORWARDED TO 211 AND ALL CALLS WILL BE ANSWERED BY A TRAINED PROFESSIONAL. THE FORMER HOTLINE (800 NUMBER) AND 2-1-1 WILL REMAIN ACTIVE SO PEOPLE CAN CONTINUE TO CALL THOSE NUMBERS IF THEY ARE NOT FAMILIAR WITH THE NEW HOTLINE.
FORM 990, PAGE 6, PART VI, LINE 11B	THE COMPLETED 990 IS GIVEN TO THE AUDIT COMMITTEE FOR REVIEW; THE AUDIT COMMITTEE THEN REPORTS TO THE FULL BOARD OF DIRECTORS AND A COPY OF THE 990 IS GIVEN TO EACH BOARD MEMBER; THE FULL BOARD OF DIRECTORS HAS FINAL APPROVAL
FORM 990, PAGE 6, PART VI, LINE 12C	ON AN ANNUAL BASIS, THE POLICY AND RELATED ORGANIZATIONS ARE REVIEWED AND EACH BOARD MEMBER IS REQUIRED TO COMPLETE AND SIGN A POTENTIAL CONFLICT OF INTEREST DISCLOSURE FORM
FORM 990, PAGE 6, PART VI, LINE 15A	THE EXECUTIVE DIRECTOR AND RELATED COMPENSATION IS REVIEWED BY THE CHARIMAN OF THE BOARD AS WELL AS THE ENTIRE BOARD OF DIRECTORS. SUCH REVIEW IS COMPLETED IN EXECUTIVE SESSION DURING ONE BOARD MEETING PER YEAR
FORM 990, PAGE 6, PART VI, LINE 15B	KEY EMPLOYEES AND THEIR RELATED COMPENSATION IS REVIEWED BY THE CHIEF EXECUTIVE OFFICER. IN ADDITION, AT LEAST ONCE EVERY THREE YEARS, A COMPARISON AMONG SIMILAR SIZE UNITED WAYS IS CONDUCTED AND REVIEWED BY THE PERSONNEL COMMITTEE.
FORM 990, PAGE 6, PART VI, LINE 19	ALL ARE AVAILABLE IN THE OFFICE UPON REQUEST
FORM 990, PART XI, LINE 9	AMOUNTS RAISED ON BEHALF OF OTHERS -72,824 AMOUNTS RAISED ON BEHALF OF OTHERS 72,824

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

Cat. No. 51056K

Schedule O (Form 990) 2021

Additional Data

Software ID:
Software Version:

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	1,146,728	887,729
9	Program service revenue (Part VIII, line 2g) .........	16,050	50,323
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	65,303	38,276
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)		0
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	1,228,081	976,328
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	715,984	455,362
14	Benefits paid to or for members (Part IX, column (A), line 4).....		0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	512,683	506,885
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....		0
b	Total fundraising expenses (Part IX, column (D), line 25) 113,146
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	127,552	201,482
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	1,356,219	1,163,729
19	Revenue less expenses. Subtract line 18 from line 12.......	-128,138	-187,401
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	2,725,842	2,029,637
21	Total liabilities (Part X, line 26).............	755,968	563,144
22	Net assets or fund balances. Subtract line 21 from line 20.....	1,969,874	1,466,493

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 834,230 including grants of $ 455,362 ) (Revenue $ 50,323 )
	EDUCATION: OUR VISION: STUDENTS SUCCEED ACADEMICALLY. LOCAL INVESTMENT: MIDDLESEX UNITED WAY FOCUSES ON SCHOOL READINESS, PARENT EDUCATION, AND FAMILY LITERACY. MIDDLESEX UNITED WAY'S SCHOOL READINESS INITIATIVE WORKS WITH SCHOOLS, EARLY CHILDCARE PROVIDERS, PARENTS, AND COMMUNITY MEMBERS THROUGHOUT MIDDLESEX COUNTY TO ENSURE YOUNG CHILDREN ARE SCHOOL READY AND HAVE ACCESS TO RESOURCES THAT SUPPORT SOCIAL AND EMOTIONAL DEVELOPMENT. IN ADDITION, MIDDLESEX UNITED WAY SUPPORTS FAMILY AND ADULT LITERACY PROGRAMS. MUW PARTNER: MIDDLETOWN ADULT EDUCATION EVEN START LITERACY PROGRAM MIDDLESEX UNITED WAY HELPED FUND THE PROGRAM WITH THE GOAL TO GIVE PARENTS BETTER SUPPORT TO FURTHER THEIR OWN ACADEMIC ENDEAVORS. ONE PARENT IN THE PROGRAM COMPLETED HER GED AND GRADUATED IN JUNE 2022. A SECOND PARENT IS EXPECTED TO GRADUATE THIS YEAR AND DEMONSTRATED AN 18-POINT SCALE SCORE GAIN ON HER GOALS READING TEST. MUW PARTNER: OPPORTUNITY KNOCKS: MENTAL HEALTH CONSULTATION THE MHC PROVIDES PROFESSIONAL DEVELOPMENT WITH TEACHERS USING THE CIRCLE OF SECURITY PARENTING (COS) CURRICULUM. THIS ALLOWS TEACHERS TO BETTER UNDERSTAND A STUDENT'S MOTIVES FOR BEHAVIOR AND RECOGNIZE MISCUES THAT COULD NEGATIVELY IMPACT HIS OR HER LEARNING. A LOCAL TEACHER IN THE PROGRAM WAS ABLE TO SUCCESSFULLY UNDERSTAND A STUDENT'S UNIQUE NEEDS AFTER SEVERAL BEHAVIORAL ISSUES AND KEEP THAT STUDENT ENGAGED IN THE CLASSROOM. FINANCIAL STABILITY: OUR VISION: INDIVIDUALS AND FAMILIES ARE ECONOMICALLY STABLE. LOCAL INVESTMENT: MIDDLESEX UNITED WAY FOCUSES ON JOB TRAINING AND EMPLOYMENT SUPPORTS, BASIC NEEDS, AND TAX PREPARATION ASSISTANCE. MIDDLESEX UNITED WAY SUPPORTS PROGRAMS THAT PROVIDE BASIC NEEDS FOR THE COMMUNITY, LIKE NUTRITIOUS FOOD AND EMPLOYMENT SERVICES. MIDDLESEX UNITED WAY ALSO PROVIDES LEADERSHIP AND SUPPORT TO THE MIDDLESEX VITA (VOLUNTEER INCOME TAX ASSISTANCE) COALITION. VITA PROVIDES FREE INCOME TAX PREPARATION SERVICES TO LOW- AND MODERATE-INCOME FAMILIES AND INCREASES THE NUMBER OF HOUSEHOLDS THAT ACCESS THE TAX CREDITS THEY HAVE EARNED. MUW PARTNER: SHORELINE SOUP KITCHENS AND PANTRIES DURING THE 2021-2022 GRANT PERIOD MIDDLESEX FOOD PANTRIES IN CLINTON, WESTBROOK, AND OLD SAYBROOK PROVIDED ENOUGH FOOD FOR 892,530 MEALS. THOSE SAME PANTRIES SERVED MORE THAN 6,000 INDIVIDUALS. MIDDLESEX FOOD PANTRIES IN CLINTON, WESTBROOK, AND OLD SAYBROOK DISTRIBUTED 1,194,172 POUNDS OF FOOD DURING THE 2021-2022 GRANT CYCLE. MUW PARTNER: ST. VINCENT DE PAUL MIDDLETOWN AMAZING GRACE FOOD PANTRY WAS ABLE TO DISTRIBUTE A GRAND TOTAL OF 2,456,910 POUNDS OF FOOD DURING THE 2021-2022 GRANT CYCLE. 1,920 INDIVIDUALS RECEIVED GROCERIES BY SHOPPING AT THE FOOD PANTRY OR VIA DELIVERY. 337 INDIVIDUAL CHILDREN RECEIVED WEEKLY BACKPACK FOODS. HEALTH AND WELLNESS: OUR VISION: YOUTH AND ADULTS AVOID RISKY BEHAVIORS, AND INDIVIDUALS AND FAMILIES ARE HEALTHY AND SAFE. LOCAL INVESTMENT: MIDDLESEX UNITED WAY FOCUSES ON POSITIVE YOUTH DEVELOPMENT, SUBSTANCE ABUSE PREVENTION AND TREATMENT, AND MENTAL HEALTH SERVICES. MIDDLESEX UNITED WAY ALSO SUPPORTS HEALTH AND WELLNESS SERVICES IN THE COMMUNITY, INCLUDING MENTAL HEALTH SERVICES, COUNSELING, SUBSTANCE ABUSE SERVICES, SEXUAL ASSAULT CRISIS SERVICES, AND PROGRAMS THAT HELP ADULTS WITH DISABILITIES THRIVE. MUW PARTNER: WOMEN & FAMILIES CENTER ADVOCATES ASSISTED AN LGBTQ ADULT VICTIM WHO HAD EXPERIENCED MULTIPLE SEXUAL ASSAULTS. SHE WAS ABLE TO SETUP COUNSELING SERVICES AND MEET WITH AN ADVOCATE REGULARLY. SHE WAS GIVEN SUPPORT AND GUIDANCE TO FILE FOR VICTIM COMPENSATION BENEFITS FROM SEVERAL STATES WHERE THE ASSAULTS HAD OCCURRED. WHILE ATTENDING THE MIDDLETOWN PRIDE EVENT, THE SURVIVOR TOLD WFC ADVOCATES SHE FELT "LIBERATED" TO BE HERSELF AND HAS MORE FREEDOM NOW THAT SHE HAD THE OPPORTUNITY TO TALK ABOUT HER PAST TRAUMA. MUW PARTNER: MARC COMMUNITY RESOURCES BECAUSE OF COVID-19 MANY INDIVIDUALS INVOLVED IN THE MARC RECREATION PROGRAMS WERE UNABLE TO PARTICIPATE IN EVERYDAY ACTIVITIES AND SOCIALIZE. THIS PAST FALL, SAL WAS ABLE TO ATTEND A UCONN FOOTBALL GAME WITH VIP PASSES FOR SUITE SEATS. IT GAVE SAL A CHANCE TO HAVE FUN AND EXPERIENCE A BIT OF NORMALCY AFTER SO MUCH ISOLATION. ON THE DRIVE HOME SAL WAS ASKED IF HE HAD FUN. HIS RESPONSE: "IT WAS LIKE I WAS ON VACATION" HOUSING: OUR VISION: EVERYONE HAS SAFE AND AFFORDABLE HOUSING. LOCAL INVESTMENT: MIDDLESEX UNITED WAY FOCUSES ON HOMELESSNESS PREVENTION, EMERGENCY SHELTER, SUPPORTIVE HOUSING, AND AFFORDABLE HOUSING. WE SUPPORT PROGRAMS THROUGHOUT THE COUNTY THAT PROVIDE SAFE EMERGENCY HOUSING AS WELL AS SERVICES AND SUPPORTS TO ENSURE INDIVIDUALS AND FAMILIES CAN REMAIN SAFELY AND STABLY HOUSED. IN 2022 MIDDLESEX UNITED WAY HELPED SPONSOR A HABITAT FOR HUMANITY VETERANS BUILD: UPON RETURNING TO CONNECTICUT FROM ACTIVE DUTY, ROBERTO AND JULIA GONZALEZ COULD NOT FIND AN AFFORDABLE PLACE TO LIVE. THEY MOVED INTO A SMALL APARTMENT WITH FAMILY THAT WAS UNSAFE DUE TO MOLD ISSUES. THEY APPLIED FOR A HABITAT VETERANS BUILD HOUSE AND MOVED INTO THEIR HOME IN MIDDLEFIELD IN MAY 2022. MIDDLESEX UNITED WAY ALSO PARTNERS WITH COLUMBUS HOUSE, INC. TO PROVIDE HOUSING TO THOSE IN NEED IN OUR COMMUNITIES. THE SUPPORT FROM THESE PROGRAMS HAS HELPED CHANGE MANY LIVES: A SINGLE MOTHER OF FIVE WAS APPROVED FOR A THREE-BEDROOM UNIT ON GREEN STREET IN 2020. SHE AND HER FAMILY HAVE REMAINED THERE FOR TWO YEARS. WITH THE SUPPORT OF COLUMBUS HOUSE INC. SHE IS NOW WORKING FULL-TIME, HAS OBTAINED CHILDCARE, AND HAS ACCESS TO MENTAL HEALTH SERVICES. HER CASE MANAGER REPORTS: "I HAVE SEEN A TREMENDOUS CHANGE AND GROWTH IN THIS CLIENT COMPARED TO WHEN SHE FIRST ARRIVED AT THE SHELTER IN 2020 AT THE BEGINNING OF COVID. SHE HAS GRADUALLY BECOME MORE INDEPENDENT AND RESOURCEFUL." RACIAL EQUITY & INCLUSION: OUR VISION: INDIVIDUALS AND FAMILIES LIVE IN AN ANTI-RACIST, EQUITABLE, AND INCLUSIVE COMMUNITY. MUW PARTNER: STEAM TRAIN INC. AN AFRICAN AMERICAN SINGLE MOTHER OF THREE, WHO LIVES IN MIDDLETOWN, IS A STUDENT IN THE FAST TRACK PROGRAM, WHICH PROVIDES TECHNOLOGY TRAINING TO PEOPLE OF COLOR. SHE HAS NOW SUCCESSFULLY COMPLETED THE GOOGLE IT CERTIFICATE (AHEAD OF SCHEDULE) AND WILL BE PLACED IN AN APPRENTICESHIP ROLE IN THE NEAR FUTURE. MUW PARTNER: HEALTH EQUITY SOLUTIONS HEALTH EQUITY ENSURES THAT ALL PEOPLE HAVE ACCESS TO OPTIMAL HEALTH DESPITE THEIR RACE, ETHNICITY, CULTURE, OR SOCIOECONOMIC STATUS. IN THE 2021-2022 GRANT CYCLE HES HAS GROWN ITS PARTNERSHIPS AND HAS COMPLETED THREE WORKSHOPS ON "CONNECTICUT'S PATH TO EQUITY." IT ALSO SCHEDULED EIGHT COMMUNITY CONVERSATIONS ABOUT THESE TOPICS. MUWPARTNER: SHILOH BAPTIST COMMUNITY DEVELOPMENT CORP. SHILOH BAPTIST CDC AIMS TO CLOSE THE GAP BETWEEN THE COMMUNITY'S SENIOR CITIZENS AND ADVANCED TECHNOLOGY BY PROVIDING DEVICES, SETUP, AND TRAINING. 23 INDIVIDUALS WERE SUCCESSFULLY TRAINED. THIS TRAINING ALLOWED THESE SENIORS TO ACCESS TELEHEALTH VISITS AND MUCH-NEEDED COMMUNITY RESOURCES ONLINE. LOCAL INVESTMENT: MIDDLESEX UNITED WAY IS FUNDING ITS FIRST SET OF GRANTS DEDICATED TO RACIAL EQUITY AND INCLUSION IN FY2021-22. 2-1-1 AND 9-8-8 INFORMATION AND REFERRAL: MIDDLESEX UNITED WAY SUPPORTS CONNECTICUT'S UNITED WAY 2-1-1 SYSTEM, AN INFORMATION AND REFERRAL SERVICE THAT IS AVAILABLE 24 HOURS, 7 DAYS A WEEK BY DIALING 2-1-1. UNITED WAY 2-1 -1 HANDLED 365,000 CALLS IN 2020 AND OVER 2.7 MILLION WEB REQUESTS, INCLUDING OVER 16,000 CALLS FROM MIDDLESEX COUNTY. TOP REQUESTS STATEWIDE ARE FOR HEALTH SE RVICE S, HOUSING, AND EMPLOYMENT. A 9-8-8 SUICIDE AND CRISIS HOTLINE WAS ROLLED OUT EARLIER THIS MONTH ACROSS THE COUNTRY AND HERE IN CONNECTICUT. THE GOAL IS TO PROVIDE A SIMPLE AND EASY TO REMEMBER PHONE NUMBER IN HOPES OF PROVIDING A LIFELINE TO THOSE GOING THROUGH A DIFFICULT TIME. HERE IN CONNECTICUT THE 9-8-8 NUMBER GETS FORWARDED TO 211 AND ALL CALLS WILL BE ANSWERED BY A TRAINED PROFESSIONAL. THE FORMER HOTLINE (800 NUMBER) AND 2-1-1 WILL REMAIN ACTIVE SO PEOPLE CAN CONTINUE TO CALL THOSE NUMBERS IF THEY ARE NOT FAMILIAR WITH THE NEW HOTLINE.

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












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












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses834,230

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	163,650

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





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

1	Briefly describe the organization’s mission or most significant activities: MIDDLESEX UNITED WAY ACTS AS A CATALYST TO ACHIEVE MEASURABLE, POSITIVE IMPACT IN EDUCATION, FINANCIAL STABILITY, HEALTH, HOUSING AND RACIAL EQUITY AND INCLUSION.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	27
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	27
5	Total number of individuals employed in calendar year 2021 (Part V, line 2a) ......	5	7
6	Total number of volunteers (estimate if necessary) .............	6	182
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b

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

f	All other contributions, gifts, grants, and similar amounts not included above		1f	887,729

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		887,729

		Business Code
2a	PROGRAM REVENUE		50,323	50,323
b
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		50,323

3 Investment income (including dividends, interest, and othersimilar amounts) ......			14,467			14,467
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents			6a
b	Less: rental expenses			6b
c	Rental income or (loss)			6c
d	Net rental income or (loss).......
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		640,918	7a
b	Less: cost or other basis and sales expenses	206	616,903	7b
c	Gain or (loss)	-206	24,015	7c
d	Net gain or (loss).........			23,809	-206		24,015
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..
Business Code			Miscellaneous Revenue
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See instructions.....			976,328	50,117		38,482

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	455,362	455,362
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	163,650	88,371	49,095	26,184
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	230,874	124,672	69,262	36,940
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	31,998	17,279	9,599	5,120
9	Other employee benefits .......	42,927	23,181	12,878	6,868
10	Payroll taxes ...........	37,436	20,215	11,231	5,990
11	Fees for services (non-employees):
a	Management ......
b	Legal .........
c	Accounting ...........
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	4,205		4,205
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	90,530	47,506	28,059	14,965
12	Advertising and promotion ....	8,102	4,375	2,431	1,296
13	Office expenses .......	1,572	849	471	252
14	Information technology ......
15	Royalties ..
16	Occupancy ...........	39,100	21,114	11,730	6,256
17	Travel ............	1,834	990	551	293
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	2,246	1,213	674	359
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	8,077	4,362	2,423	1,292
23	Insurance ...	6,072	3,279	1,821	972
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	SUPPLIES	20,124	10,867	6,037	3,220
b	RENTAL/MAIN. OF EQUIPMENT	6,131	3,311	1,839	981
c	TELEPHONE	5,557	3,001	1,667	889
d	MISCELLANEOUS	4,498	2,429	1,349	720
e	All other expenses	3,434	1,854	1,031	549
25	Total functional expenses. Add lines 1 through 24e	1,163,729	834,230	216,353	113,146
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			54,676	1	11,099
2	Savings and temporary cash investments .........			70,948	2	252,656
3	Pledges and grants receivable, net ......			288,568	3	277,688
4	Accounts receivable, net .............				4
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 .......
					5
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) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............				8
9	Prepaid expenses and deferred charges ......			12,560	9	682
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	78,644
b	Less: accumulated depreciation	10b	53,580	15,076	10c	25,064
11	Investments—publicly traded securities .			1,484,987	11	810,561
12	Investments—other securities. See Part IV, line 11 .....				12
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			799,027	15	651,887
16	Total assets. Add lines 1 through 15 (must equal line 33)...			2,725,842	16	2,029,637

17	Accounts payable and accrued expenses .....	160,107	17	136,591
18	Grants payable ...	595,036	18	412,528
19	Deferred revenue .........		19
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 .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	825	25	14,025
26	Total liabilities. Add lines 17 through 25..	755,968	26	563,144

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	901,301	27	596,323
28	Net assets with donor restrictions ...........	1,068,573	28	870,170
	Organizations that do not follow FASB ASC 958, check here 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 ...........	1,969,874	32	1,466,493
33	Total liabilities and net assets/fund balances ........	2,725,842	33	2,029,637