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) Elizabeth Walton...................................................................... President and CEO	50.00 ................. 0.00			149,208	22,381
(2) Mary Freitas...................................................................... Chairman	1.00 ................. 0.00	X	X	0	0
(3) Mark Cook...................................................................... Vice Chairman	1.00 ................. 0.00	X	X	0	0
(4) Christine Curtis...................................................................... Vice Chairman	1.00 ................. 0.00	X	X	0	0
(5) J Ira Harris...................................................................... Vice Chairman	1.00 ................. 0.00	X	X	0	0
(6) Danielle Moore...................................................................... Vice Chairman	1.00 ................. 0.00	X	X	0	0
(7) Jeff Marcus...................................................................... Vice Chairman	1.00 ................. 0.00	X	X	0	0
(8) Ralph Moore...................................................................... Vice Chairman	1.00 ................. 0.00	X	X	0	0
(9) Debra Vasilopoulos...................................................................... Secretary	1.00 ................. 0.00	X	X	0	0
(10) Missy Agnello...................................................................... Treasurer	1.00 ................. 0.00	X	X	0	0
(11) Jorge Cabrera...................................................................... Asst. Treasurer	1.00 ................. 0.00	X	X	0	0
(12) Suzanne Ainslie...................................................................... Trustee	1.00 ................. 0.00	X		0	0
(13) Ann-Britt Angle...................................................................... Trustee	1.00 ................. 0.00	X		0	0
(14) Sean Baker...................................................................... Trustee	1.00 ................. 0.00	X		0	0
(15) Howard Bernick...................................................................... Trustee	1.00 ................. 0.00	X		0	0
(16) Cynthia Boardman...................................................................... Trustee	1.00 ................. 0.00	X		0	0
(17) Jay Boodheshwar...................................................................... Trustee	1.00 ................. 0.00	X		0	0

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/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(18) Jack Borland........................................................................ Trustee	1.00 .......................0.00	X	0	0	0
(19) Sandra Bornstein........................................................................ Trustee	1.00 .......................0.00	X	0	0	0
(20) James Borynack........................................................................ Trustee	1.00 .......................0.00	X	0	0	0
(21) Sean Bresnan........................................................................ Trustee	1.00 .......................0.00	X	0	0	0
(22) Nancy Brinker........................................................................ Trustee	1.00 .......................0.00	X	0	0	0
(23) Paula Butler........................................................................ Trustee	1.00 .......................0.00	X	0	0	0
(24) Atesh Chandra........................................................................ Trustee	1.00 .......................0.00	X	0	0	0
(25) Carla Cove........................................................................ Trustee	1.00 .......................0.00	X	0	0	0
(26) Christina Dennis........................................................................ Trustee	1.00 .......................0.00	X	0	0	0
(27) Tasha Dickinson........................................................................ Trustee	1.00 .......................0.00	X	0	0	0
(28) Michael Donnell........................................................................ Trustee	1.00 .......................0.00	X	0	0	0
(29) David Duffy........................................................................ Trustee	1.00 .......................0.00	X	0	0	0
(30) Gail Engelberg........................................................................ Trustee	1.00 .......................0.00	X	0	0	0
(31) Sheila Fine........................................................................ Trustee	1.00 .......................0.00	X	0	0	0
(32) George Garfunkel........................................................................ Trustee	1.00 .......................0.00	X	0	0	0
(33) Juliana Gendelman........................................................................ Trustee	1.00 .......................0.00	X	0	0	0
(34) Lee Gordon........................................................................ Trustee	1.00 .......................0.00	X	0	0	0
(35) Steve Hall Jr........................................................................ Trustee	1.00 .......................0.00	X	0	0	0
(36) Ann Heathwood........................................................................ Trustee	1.00 .......................0.00	X	0	0	0
(37) Vicky Hunt........................................................................ Trustee	1.00 .......................0.00	X	0	0	0
(38) Brian Hurley........................................................................ Trustee	1.00 .......................0.00	X	0	0	0
(39) Darlene Jordan........................................................................ Trustee	1.00 .......................0.00	X	0	0	0
(40) Jason Kalisman........................................................................ Trustee	1.00 .......................0.00	X	0	0	0
(41) John Kessler........................................................................ Trustee	1.00 .......................0.00	X	0	0	0
(42) Paulette Koch........................................................................ Trustee	1.00 .......................0.00	X	0	0	0
(43) Beth Lang........................................................................ Trustee	1.00 .......................0.00	X	0	0	0
(44) Matthew Lorentzen........................................................................ Trustee	1.00 .......................0.00	X	0	0	0
(45) David Mack........................................................................ Trustee	1.00 .......................0.00	X	0	0	0
(46) Cara McClure........................................................................ Trustee	1.00 .......................0.00	X	0	0	0
(47) Pamela Mclver........................................................................ Trustee	1.00 .......................0.00	X	0	0	0
(48) Bill Meyer........................................................................ Trustee	1.00 .......................0.00	X	0	0	0
(49) Harriet Miller........................................................................ Trustee	1.00 .......................0.00	X	0	0	0
(50) Sydell Miller........................................................................ Trustee	1.00 .......................0.00	X	0	0	0
(51) Esther Murray........................................................................ Trustee	1.00 .......................0.00	X	0	0	0
(52) Hess Musallet........................................................................ Trustee	1.00 .......................0.00	X	0	0	0
(53) Heidi Niblack........................................................................ Trustee	1.00 .......................0.00	X	0	0	0
(54) Rita Nowak........................................................................ Trustee	1.00 .......................0.00	X	0	0	0
(55) Daniel Ponton........................................................................ Trustee	1.00 .......................0.00	X	0	0	0
(56) Thomas Quick........................................................................ Trustee	1.00 .......................0.00	X	0	0	0
(57) J Cater Randolph........................................................................ Trustee	1.00 .......................0.00	X	0	0	0
(58) Joyce Reingold........................................................................ Trustee	1.00 .......................0.00	X	0	0	0
(59) Stephanie Ribakoff........................................................................ Trustee	1.00 .......................0.00	X	0	0	0
(60) Lyn Ross........................................................................ Trustee	1.00 .......................0.00	X	0	0	0
(61) Richard Rothschild........................................................................ Trustee	1.00 .......................0.00	X	0	0	0
(62) Linda Saville........................................................................ Trustee	1.00 .......................0.00	X	0	0	0
(63) Laurie Silvers........................................................................ Trustee	1.00 .......................0.00	X	0	0	0
(64) Louise Snyder........................................................................ Trustee	1.00 .......................0.00	X	0	0	0
(65) Christine Stiller........................................................................ Trustee	1.00 .......................0.00	X	0	0	0
(66) Jessica Surovek........................................................................ Trustee	1.00 .......................0.00	X	0	0	0
(67) Dominick Telesco........................................................................ Trustee	1.00 .......................0.00	X	0	0	0
(68) William Tiefel........................................................................ Trustee	1.00 .......................0.00	X	0	0	0
(69) Betsy Turner........................................................................ Trustee	1.00 .......................0.00	X	0	0	0
(70) Wally Turner........................................................................ Trustee	1.00 .......................0.00	X	0	0	0
(71) Kathryn Vecellio........................................................................ Trustee	1.00 .......................0.00	X	0	0	0
(72) Simone Vickar........................................................................ Trustee	1.00 .......................0.00	X	0	0	0
(73) Lisa Wilkinson........................................................................ Trustee	1.00 .......................0.00	X	0	0	0
(74) Rebecca Williams........................................................................ Trustee	1.00 .......................0.00	X	0	0	0
(75) Bob Wright........................................................................ Trustee	1.00 .......................0.00	X	0	0	0
(76) Susan Wright........................................................................ Trustee	1.00 .......................0.00	X	0	0	0
(77) Allen Wyett........................................................................ Trustee	1.00 .......................0.00	X	0	0	0

- 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

Town of Palm Beach United Way Inc

Employer identification number

59-0637885

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.") ..	3,936,245	4,173,509	6,476,090	5,462,980	8,112,321	28,161,145
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	3,936,245	4,173,509	6,476,090	5,462,980	8,112,321	28,161,145
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.						28,161,145

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..	3,936,245	4,173,509	6,476,090	5,462,980	8,112,321	28,161,145
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	378,041	545,167	84,522	136,906	365,626	1,510,262
9	Net income from unrelated business activities, whether or not the business is regularly carried on..						0
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..						0
11	Total support. Add lines 7 through 10						29,671,407

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

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)) .........

94.910 %

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

85.000 %

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

Software ID:	21013475
Software Version:	2021v4.1

- TIN:

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

Town of Palm Beach United Way Inc

Employer identification number

59-0637885

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 Town of Palm Beach 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 Town of Palm Beach United Way Inc		Employer identification number 59-0637885

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 Town of Palm Beach United Way Inc			Employer identification number 59-0637885
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

Software ID:	21013475
Software Version:	2021v4.1

- TIN:

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

Town of Palm Beach United Way Inc

Employer identification number

59-0637885

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 ....	11,545,071	9,320,297	8,858,131	8,435,396	7,680,062
b	Contributions ...	250,000	253,700	756,737	257,725	336,733
c	Net investment earnings, gains, and losses	-1,481,258	1,971,074	-294,571	165,010	468,602
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....					-50,001
g	End of year balance ......	10,313,813	11,545,071	9,320,297	8,858,131	8,535,398

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

Board designated or quasi-endowment SchDMd Bullet

45.560 %

Permanent endowment SchDMd Bullet

54.440 %

Term endowment SchDMd Bullet

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)

(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 ....	303,028	282,534	20,494
c	Leasehold improvements
d	Equipment ....	159,592	157,595	1,997
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				22,491

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)Investments in Endowment				8,698,016
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				8,698,016

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.)
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	6,363,809
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	-1,602,095
b	Donated services and use of facilities .........	2b	268,874
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d	-390,800
e	Add lines 2a through 2d .....................			2e	-1,724,021
3	Subtract line 2e from line 1..................			3	8,087,830
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
c	Add lines 4a and 4b....................			4c
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	8,087,830

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	7,210,191
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a	64,653
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d....................			2e	64,653
3	Subtract line 2e from line 1...................			3	7,145,538
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
c	Add lines 4a and 4b.....................			4c
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	7,145,538

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

Part X : FIN48 Footnote

The Organization is exempt from federal & state income taxes as a voluntary health & welfare organization under Internal Revenue Section 501(c)(3). Income from activities not directly related to the Organization's exempt purpose is subject to taxation at statutory corporate tax rates. There were no income activities unrelated to the Organization's exempt purpose during the current year. Accordingly, no income taxes are provided in the financial statements.Management analyzes tax positions in jurisdictions where it is required to file income tax returns. Interest and penalties attributable to income taxes, if any, are included in operating expenses. Based on its evaluation, management did not identify any tax positions for which it is reasonably possible that the total amounts of unrecognized tax benefits will significantly increase or decrease. No interest or penalties related to income taxes were recorded for the years ended June 30, 2022 and 2021. The Organization is no longer subject to income tax examination for the fiscal years prior to 2018.

Schedule D (Form 990) 2021

Additional Data

Software ID:	21013475
Software Version:	2021v4.1

- TIN:

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

2021

Open to Public
Inspection

Name of the organization
Town of Palm Beach United Way Inc

Employer identification number
59-0637885

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	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) 2-1-1 Palm Beach PO Box 3588 Lantana,FL33465	23-7153017	182,750	Grants to support program operation
(2) AACY 6401 Congress Aveneue Boca Raton,FL33487	65-0866677	26,000	Grants to support program operation
(3) Achievement center for Childr 555 NW 4th Street Delray Beach,FL33444	59-1264435	110,700	Grants to support program operation
(4) Adopt-a-Family 1712 N Second Lake Worth,FL33460	59-2471253	204,100	Grants to support program operation
(5) Aid to Victims of Domestic Ab PO Box 6167 Delray Beach,FL33482	59-2486620	138,900	Grants to support program operation
(6) Alpert Jewish Family & Childr PO Box 220627 West Palm Beach,FL33422	59-1520581	56,333	Grants to support program operation
(7) ALSAC for St Jude Children Re 501 St Jude Place Memphis,TN38105	35-1044585	100,000	Grants to support program operation
(8) Alzheimers Community Care 800 Northpoint West Palm Beach,FL33407	31-1481653	86,000	Grants to support program operation
(9) Americares 88 Hamilton Avenue Stamford,CT06902	06-1008595	400,000	Grants to support program operation
(10) ARC of Palm Beach County 1201 Australian Riviera Beach,FL33404	59-0883386	198,600	Grants to support program operation
(11) ARC of the Glades 4250 NW 16th Belle Glade,FL33430	59-1760374	20,450	Grants to support program operation
(12) Boca Helping Hands 1500 NW 1st CT Boca Raton,FL33432	31-1713631	52,166	Grants to support program operation
(13) Boys and Girls Clubs of PBC 800 Northpoint West Palm Beach,FL33407	23-7060561	222,200	Grants to support program operation
(14) CROS Ministries 301 S First Lake Worth,FL33460	59-1802917	51,000	Grants to support program operation
(15) Caridad Center 8545 W Boynton Beach Boynton Beach,FL33437	65-0149423	180,000	Grants to support program operation
(16) Catholic Charities PO Box 109650 Pam Beach Garde,FL33410	65-0932032	6,000	Grants to support program operation
(17) Center for Child Counseling 8895 N Military Trail Ste 300 Palm Beach Gard,FL33410		74,500	Grants to support program operation
(18) Center for family Services 4101 Parker Wes Palm Beach,FL33405	59-1084179	30,000	Grants to support program operation
(19) Clinics can Help 2560 Westgate Avenue West Palm Beach,FL33409	20-2778895	82,011	Grants to support program operation
(20) Drug Abuse Foundation 400 South Swinton Delray Beach,FL33444	23-7074625	110,713	Grants to support program operation
(21) Drug Abuse Treatment Associat 1016 Clemons St Suite 300 Jupiter,FL33477	59-1363887	184,000	Grants to support program operation
(22) El Sol 106 Military Trail Jupiter,FL33458	01-0870672	48,500	Grants to support program operation
(23) Families First of PBC 3333 Forest Hill West Pam Beach,FL33406	65-0166352	101,650	Grants to support program operation
(24) Family Promise 840 George Bush Blvd Delray Beach,FL33483	56-2656166	19,167	Grants to support program operation
(25) Farmworker Coordinating Counc 1313 Central Lake Worth,FL33460	59-1830267	106,000	Grants to support program operation
(26) Fresh Rx 1260 S Federal Hwy 101 Boynton Beach,FL33435	83-4640789	20,333	Grants to support program operation
(27) Glades Initiative 141 SE Avenue C Belle Glade,FL33430	01-0733180	327,250	Grants to support program operation
(28) Global Empowerment Mission 1309 N Flagler Dr West Palm Beach,FL33401	95-2557091	500,000	Grants to support program operation
(29) Habitat for humanity 1225 South Military Trail West Palm Beach,FL33415	59-3525576	19,500	Grants to support program operation
(30) Healthy Mothers Healthy Babie 500 Gulfstream Delray Beach,FL33483	59-2657051	37,600	Grants to support program operation
(31) Home Safe 2840 South Dixie Hwy Lake Worth,FL33461	59-1935485	96,124	Grants to support program operation
(32) Homeless Coalition of PBC 810 datura Street - 2 Floor Wet Palm Beach,FL33401	65-0125852	6,500	Grants to support program operation
(33) Hope for Haiti 1021 57th Ave N Naples,FL34102	59-3564329	6,200	Grants to support program operation
(34) Joe DiMaggio Children Hosp 3329 Johnson Street Hollywood,FL33021	65-0492343	200,000	Grants to support program operation
(35) Legal Aid Society 423 Fern West Palm Beach,FL33401	59-6046994	65,750	Grants to support program operation
(36) Lords Place PO Box 3265 West Palm Beach,FL33402	59-2240502	245,466	Grants to support program operation
(37) Milagro Center 340 SW 6th Delray Beach,FL33444	65-0804625	74,125	Grants to support program operation
(38) Opportunity Inc 1713 Quail Drive West Palm Beach,FL33409	59-0624429	178,125	Grants to support program operation
(39) Palm Beach County Food Bank 525 Gator Drive Lantana,FL33462	90-0788707	29,600	Grants to support program operation
(40) Palm Beach County Literacy Co 551 SE 8 Street Delray Beach,FL33483	65-0169791	139,311	Grants to support program operation
(41) Palm Beach Habilitaton Center 4522 S Congress Ave Lake Worth,FL33461	59-6213381	121,960	Grants to support program operation
(42) Planned Parenthood 2300 North Florida Mango West Palm Beach,FL33409	59-1391115	100,500	Grants to support program operation
(43) Project Hope PO Box 487 White Sprngs,FL32096	36-4919046	100,000	Grants to support program operation
(44) Project Lift 1330 SW 34th Street Palm City,FL34990	27-3949112	51,000	Grants to support program operation
(45) St Georges Center PO Box 10584 Riviera Beach,FL33419	65-0893108	36,000	Grants to support program operation
(46) Take Stock in Children 1896 Palm Beach Lakes West Palm Beach,FL33409	59-3331584	70,666	Grants to support program operation
(47) Urban League 1700 North Australian West Palm Beach,FL33407	59-1533710	6,600	Grants to support program operation
(48) Urban Youth Impact PO Box 222592 West Palm Beach,FL33422	91-1901103	28,150	Grants to support program operation
(49) World Vision 34834 Weyerhaeuser Way South Federal Way,WA98001	95-1922279	50,000	Grants to support program operation
(50) Worlds Central Kitchen 200 Massachusetts Ave NW Washington,DC20001	27-3521132	410,000	Grants to support program operation
(51) YMCA of Palm Beach 2085 S Congress Ave West Palm Beach,FL33406	59-0624470	13,080	Grants to support program operation
(52) YMCA of South Palm Beach 6631 S palmetto Circle Boca Raton,FL33431	59-1416281	12,000	Grants to support program operation
(53) YWCA of Palm Beach County 2200 N FL Mango Rd West Palm Beach,FL33409	59-0751935	82,000	Grants to support program operation

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 (Form 990) 2021

Additional Data

Software ID:	21013475
Software Version:	2021v4.1

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet

Attach to Form 990.
SchJMediumBullet

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

Town of Palm Beach United Way Inc

Employer identification number

59-0637885

Part I

Questions Regarding Compensation

Yes

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.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

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 .....

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? ....

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.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

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:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

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.

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:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

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:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

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

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

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

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

Cat. No. 50053T

Schedule J (Form 990) 2021

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, 1099-MISC compensation, and/or 1099-NEC			(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
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1Elizabeth Walton President and CEO	(i) (ii)	149,208 -------------	-------------	-------------	14,921 -------------	7,460 -------------	171,589 -------------	-------------

Schedule J (Form 990) 2021

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 (Form 990) 2021

Additional Data

Software ID:	21013475
Software Version:	2021v4.1

- TIN:

SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

Noncash Contributions

Complete 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 image

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

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization

Town of Palm Beach United Way Inc

Employer identification number

59-0637885

Part I

Types of Property

	(a) Check if applicable	(b) Number of contributions or items contributed	(c) Noncash contribution amounts reported on Form 990, Part VIII, line 1g	(d) Method of determining noncash contribution amounts
1 Art—Works of art ....
2 Art—Historical treasures .
3 Art—Fractional interests ..
4 Books and publications ..
5 Clothing and household goods .......
6 Cars and other vehicles ..
7 Boats and planes ....
8 Intellectual property ...
9 Securities—Publicly traded .	X	10	204,221	FMV
10 Securities—Closely held stock .
11 Securities—Partnership, LLC, or trust interests ....
12 Securities—Miscellaneous ..
13 Qualified conservation contribution—Historic structures .....
14 Qualified conservation contribution—Other ...
15 Real estate—Residential .
16 Real estate—Commercial ..
17 Real estate—Other ...
18 Collectibles .....
19 Food inventory ...
20 Drugs and medical supplies .
21 Taxidermy ......
22 Historical artifacts ....
23 Scientific specimens ..
24 Archeological artifacts ...
25 Other ( Auction Items )	X	31	64,653	FMV
26 Other ( )
27 Other ( )
28 Other ( )

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

Yes

30a

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

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

Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?

Yes

32a

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

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

32a

Yes

If "Yes," describe in Part II.

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) (2021)

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
Part I, Line 32, Hire and Use of Third Parties	Any non-cash contributions of marketable securities are required to be delivered to the Organizations Investment advisors for liquidation to cash, pursuant to company policy.

Schedule M (Form 990) (2021)

Additional Data

Software ID:	21013475
Software Version:	2021v4.1

- TIN:

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

Town of Palm Beach United Way Inc

Employer identification number

59-0637885

Return Reference	Explanation
Form 990, Part III, Line 4d: Other Program Services Description	OTHER PROGRAM SERVICES 4: UNITED FOR UKRAINE: The Town of Palm Beach United Way created a Ukraine Refugee Fund on March 4, 2022, to support Ukrainian refugees forced to relocate after Russia's brutal invasion of their country. Grants are being distributed to nonprofits providing direct humanitarian aid to Ukrainian men, women, and children in need. To date, the fund has raised over $2.2 million, and grants have been distributed to 7 organizations.Americares: Americares is providing medicine and medical supplies to people inside Ukraine and those who have fled. The agency has provided over 130 tons of supplies, including antibiotics, insulin, IV fluids, and trauma kits. $400,000 awarded to date Global Empowerment Mission: Global Empowerment Mission is providing food, water, medicine, hygiene kits, and other necessities, as well as relocation assistance, transportation, and case workers across Ukraine. $500,000 awarded to date.Project HOPE: Project HOPE is purchasing and shipping pharmaceuticals and medical supplies across Ukraine, including insulin, needles, sutures, and gauzes. Agency translators are also helping provide health assessments. $100,000 awarded to date. St. Jude Global Alliance: St. Jude Global Alliance is helping evacuate Ukrainian children battling cancer to hospitals and treatment centers in the United States, Europe, and Canada. The agency has assisted over 1,000 children. $100,000 awarded to date.The American Jewish Joint Distribution Committee: The JDC is evacuating and caring for Ukrainian refugees by providing transportation, case workers, food, medicine, financial assistance, and emergency hot lines. $200,000 awarded to date.World Central Kitchen: World Central Kitchen is distributing nourishing food and fresh meals across 8 countries in Eastern Europe. The agency has served over 55 million hot meals. $400,000 awarded to date.World Vision: World Vision is supporting refugees in Ukraine and other Eastern European countries by providing food and housing assistance, hygiene kits, educational and psychological support, and other essential aid. $50,000 awarded to date.SCHOOL SUPPLY DRIVE: The 9th Annual Town of Palm Beach United Way School Supply Drive collected 19,698 individual items and raised $22,500. School supplies were donated to Achievement Centers for Children and Families, American Association of Care giving Youth, and Take Stock in Children. Funds were distributed to 15 United Way partner agencies.TOY DRIVE: The 28th Annual Holiday Toy Drive collected hundreds of toys and raised $23,020. Toys were donated to Catholic Charities, Clinics Can Help and Farmworker Coordinating Council. Funds were distributed to 21 United Way partner agencies.FOOD DRIVE: The 9th Annual Empty Your Pantry Food Drive collected over 1,500 pounds of non-perishable food items and raised $2,000. A drive-thru collection was held on April 9 at the Henry Morrison Flagler Museum. Food and donations were distributed to United Way partner agencies Boca Helping Hands and CROS Ministries.TURKEY TROT: The 13th Annual 5K Turkey Trot held on Thanksgiving morning provided Thanksgiving meals for 4,167 children and adults at 32 nonprofit agencies throughout Palm Beach County.
Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et	Wally Turner and Betsy Turner - Husband and WifeBob Wright and Susan Wright - Husband and Wife
Form 990, Part VI, Line 11b: Form 990 Review Process	The IRS Form 990 is prepared by the Town of Palm Beach United Way's auditing firm Divine Blalock Martin Sellari, LLC. A draft of Form 990 is reviewed by the CEO and bookkeeper and then is presented to the Audit Committee for review. A final version of Form 990 is presented to the Board or Trustees for review. Once reviewed by the entire board the 990 is filed with the Internal Revenue Service and posted on agencys website.
Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts	The Town of Palm Beach United Way annually provides a Conflict of Interest document to all staff, Board of Trustees members and Allocation Committee volunteers. Each are required to sign the statement. The statements are reviewed by the CEO of the Town of Palm Beach United Way and tracked by a staff member. It is the responsibility of the individual to make the Town of Palm Beach United Way aware of any conflicts that arise after they sign the document. If there is a real or perceived conflict of interest an individual may participate in discussion around a given issue but will abstain from any vote pertaining to their conflict.
Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management	The Executive Committee of the Town of Palm Beach United Way evaluates the CEO. The CEO evaluates the performance of all employees against goals and sets compensation accordingly. The salaries of all employees are voted on by the Executive Committee and the entire Board.
Form 990, Part VI, Line 19: Other Organization Documents Publicly Available	The Town of Palm Beach United Way makes its governing documents, Conflict of Interest policy, available to the public upon request. The Town of Palm Beach United Way's 990s and audits are available on the website at www.palmbeachunitedway.orgThe Town of Palm. Beach United Way's 990 and audit is also available on third party websites: www.guidestar.org,www.foundationcenter.orgwww.charitynavlgator.org
Other Changes In Net Assets Or Fund Balances - Other Decreases	Change in value of beneficial interest in trusts = -$385337
Other Changes In Net Assets Or Fund Balances - Other Decreases	Uncollectible pledges receivable = -$5463

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:	21013475
Software Version:	2021v4.1

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	5,462,980	7,542,474
9	Program service revenue (Part VIII, line 2g) .........		0
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	136,906	545,356
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	99,908	0
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	5,699,794	8,087,830
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	4,460,498	5,833,255
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)	472,652	491,016
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....		0
b	Total fundraising expenses (Part IX, column (D), line 25) 359,253
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	666,406	821,267
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	5,599,556	7,145,538
19	Revenue less expenses. Subtract line 18 from line 12.......	100,238	942,292
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	17,611,590	16,686,552
21	Total liabilities (Part X, line 26).............	3,593,946	3,515,290
22	Net assets or fund balances. Subtract line 21 from line 20.....	14,017,644	13,171,262

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 2,679,081 including grants of $ 2,332,305 ) (Revenue $ )
	BUILD HEALTHIER COMMUNITIES FOR ALL: Investments in health benefit the entire community because residents who have access to quality health care are more productive and require fewer government services and costly long-term care. Healthy kids are more likely to succeed in school and healthy adults are more likely to maintain or gain employment. The Town of Palm Beach United Way invested $1,362,650 into 32 programs at 18 nonprofit partner agencies in Palm Beach County. Medical and Dental: Many individuals do not have access to health insurance or do not have the funds to pay co-pays for prescriptions. As a result, they are unable to maintain or improve their health status and are at-risk for long-term, serious health issues. Poor health impacts the ability to function, to attend school and to maintain or gain employment. $354,400 was invested into 5 programs providing services to 9,141 patients.Mental Health: Many people have mental health concerns from time to time. A mental health concern becomes a mental illness when ongoing signs and symptoms cause frequent stress and affect the ability to function. If implemented early, Support and professional services for individuals with mental health concerns will alleviate the need for more extensive services for serious illness. $264,000 was invested into 11 programs providing services to 13,999 children and adults.Substance Abuse: Individuals engaging in substance abuse are at risk of losing their families, jobs and engaging in risky behaviors. Most people who get into and remain in treatment stop using drugs, decrease their criminal activity, and improve their occupational, social, and psychological functioning: Access to appropriate treatment, intervention or on-going recovery programs is necessary to help individuals overcome substance abuse addiction or mental health issues. $301,500 was invested into 3 programs providing services to 525 children and adults.Older Adults and Caregiver Support: The new generation or seniors has different expectations than previous ones. Older adults need services and programs that help them maintain independent living and/or increased or sustained financial security. Caregivers of family members need services that provide them support and help maintain a stable environment for their loved ones. $149,750 was invested into 5 programs providing services to 4,805 seniors and their caregivers.Disabilities and Special Needs: After age 21, young adults with disabilities "age out" of the services and supports provided through the school system. Individuals with disabilities and special needs and family caregivers need services and programs that help them maintain independent living, financial security, and a stable environment. $293,000 was invested into 8 programs providing services to 2,382 children and adults.

4b	(Code: ) (Expenses $ 1,565,254 including grants of $ 1,362,650 ) (Revenue $ )
	HELPING ADULTS ACHIEVE FINANCIAL STABILITY AND STRENGTHEN THE SAFETY NET: Investments In financial stability lift people out of poverty because income-based programs allow adults to find and maintain jobs, secure housing, pay down debt and save for the future. Adults who are financially stable are less likely to be homeless, engage in crime and develop health problems. The Town or Palm Beach United Way Invested $1,090,200 Into 21 programs at 14 partner agencies in Palm Beach County.Access to Jobs and Job Skills Training: Although unemployment has gone down in the last decade, salaries and wages have not kept up with the cost of housing and daily living expenses. For this reason, the main Income earner in a low-income household works 2 or 3 jobs to make ends meet, and many families are borrowing heavily and relying on high-cost alternatives to cover their daily expenses. $160,000 was invested into 4 programs providing services to 917 individuals.Financial Education and Community Based Support: The growth of low skilled Jobs is projected to out-pace that of medium and high-skilled jobs into the next decade. At the same time, the cost of basic household necessities continues to rise. The result is that 40% of working families in our community cannot afford.to make ends meet and are one emergency away from falling into crisis. Many individuals and families do not know where to turn and what services are available to them when hit with crisis. $228,000 was invested into 2 programs providing services to 51,200 individuals.Food Assistance: Food insecurity is the limited or uncertain availability of nutritionally adequate food for an active healthy lifestyle in Palm Beach County nearly 200,000 people are food insecure, including more than 50,000 children. Hunger can have a negative impact on child development, educational achievement, and mental and physical health. $198,000 was invested in 7 programs providing services to 204,249 individuals.Housing Support and Emergency Shelter: Individuals and families often live on the edge between low income and becoming homeless. They may find themselves in need of emergency shelter for a variety of complex economic and social reasons. Emergency shelters are an essential component of homeless services and are often the first place to turn. $249,000 was invested in 4 programs providing services to 1,114 individuals.Domestic Violence: Domestic violence is the willful intimidation, physical assault battery, sexual assault and/or other abusive behavior perpetrated by an intimate partner against another. It affects individuals in every community, regardless of age, economic status, race, religion, nationality, or educational background. $255,200 was invested in 4 programs providing services to 11,442 children and adults.

4c	(Code: ) (Expenses $ 1,252,295 including grants of $ 1,090,200 ) (Revenue $ )
	IMPROVING CHILDREN'S EDUCATION: Investments In education prepare the next generation to lead our families, businesses, and communities. Children who have access to high-quality education from cradle to career position themselves for work that pays a sustaining wage. The Town of Palm Beach United Way Invested $1,048,100 into 24 programs at 16 partner agencies In Palm Beach County.Early Childhood Education: Children are more successful in school and throughout their fives when the have had the benefit of high-quality earning experiences in their early years. Early childhood education programs can put children on the path toward positive development and prevent poor outcomes in adulthood. $807,600 was Invested In 12 programs providing services to 5,326 children.Middle School Success: Providing academic social and behavioral support to middle school students prepares them to transition to high school and put them on a path toward success. Mentoring, and after-school activities tutoring, and college and career exploration programs keep students engaged during a critical developmental period and lays the foundation for success in high school and beyond. $121,000 was invested in 5 programs providing services to 662 youth.High School and After: A high school credential is a minimum requirement for higher education, post-secondary certification programs and most career opportunities, individuals with high school credentials are more likely to participate in the workforce, earn higher wages, and access safer housing, healthier food, and better medical care than their counterparts who lack high school credentials. $119,500 was invested in 7 programs providing services to 3,352 students.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ 1,203,935 including grants of $ 1,048,100 ) (Revenue $ )
4e	Total program service expenses6,700,565

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





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

		Business Code
2a
b
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		0

1	Briefly describe the organization’s mission or most significant activities: The Town of Palm Beach United Way, Inc is committed to building a healthy community by helping people care for one another, and investing in programs that build a better life for all by focusing on improving education, income, and health.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	76
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	76
5	Total number of individuals employed in calendar year 2021 (Part V, line 2a) ......	5	5
6	Total number of volunteers (estimate if necessary) .............	6	440
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

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	149,208	22,381

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	7,542,474

g	Noncash contributions included in lines 1a - 1f:$		1g	268,874

h Total. Add lines 1a-1f.......		7,542,474

3 Investment income (including dividends, interest, and othersimilar amounts) ......			365,626		365,626
4 Income from investment of tax-exempt bond proceeds			0
5 Royalties...........			0
		(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).......			0
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		1,549,090	7a
b	Less: cost or other basis and sales expenses		1,369,360	7b
c	Gain or (loss)		179,730	7c
d	Net gain or (loss).........			179,730		179,730
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..			0
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..			0
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..			0
Business Code			Miscellaneous Revenue
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			0
12	Total revenue. See instructions.....			8,087,830		545,356

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	5,833,255	5,833,255
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	0
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............	0
4	Benefits paid to or for members .......	0
5	Compensation of current officers, directors, trustees, and key employees ...........	160,000	80,000	16,000	64,000
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........	0
7	Other salaries and wages........	197,086	98,544	19,708	78,834
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	57,382	28,691	5,738	22,953
9	Other employee benefits .......	49,362	28,772	845	19,745
10	Payroll taxes ...........	27,186	13,594	2,717	10,875
11	Fees for services (non-employees):
a	Management ......	0
b	Legal .........	0
c	Accounting ...........	22,095	11,047	2,210	8,838
d	Lobbying ...........	0
e	Professional fundraising services. See Part IV, line 17	0
f	Investment management fees ......	68,928	34,464	6,893	27,571
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	0
12	Advertising and promotion ....	12,169	6,084	1,217	4,868
13	Office expenses .......	85,562	42,780	8,557	34,225
14	Information technology ......	18,359	9,179	1,836	7,344
15	Royalties ..	0
16	Occupancy ...........	25,314	12,658	2,531	10,125
17	Travel ............	3,000	1,500	300	1,200
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .	0
19	Conferences, conventions, and meetings ....	453,502	398,038	11,093	44,371
20	Interest ...........	0
21	Payments to affiliates .......	0
22	Depreciation, depletion, and amortization ..	13,008	6,988	1,204	4,816
23	Insurance ...	7,568	3,783	757	3,028
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	Dues & Subscriptions	65,611	64,218	279	1,114
b	Postage	15,412	7,706	1,541	6,165
c	Donor cultivation	11,701	5,850	1,170	4,681
d	Telephone	11,251	5,627	1,124	4,500
e	All other expenses	7,787	7,787
25	Total functional expenses. Add lines 1 through 24e	7,145,538	6,700,565	85,720	359,253
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 ........			5,191,459	1	5,615,541
2	Savings and temporary cash investments .........			2,587,410	2	2,202,073
3	Pledges and grants receivable, net ......				3	0
4	Accounts receivable, net .............			197,266	4	137,633
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	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) ...
					6	0
7	Notes and loans receivable, net ...........				7	0
8	Inventories for sale or use ............				8	0
9	Prepaid expenses and deferred charges ......			2,162	9	10,798
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	462,620
b	Less: accumulated depreciation	10b	440,129	28,527	10c	22,491
11	Investments—publicly traded securities .				11	0
12	Investments—other securities. See Part IV, line 11 .....				12	0
13	Investments—program-related. See Part IV, line 11 ..				13	0
14	Intangible assets ...............				14	0
15	Other assets. See Part IV, line 11 ...........			9,604,766	15	8,698,016
16	Total assets. Add lines 1 through 15 (must equal line 33)...			17,611,590	16	16,686,552

17	Accounts payable and accrued expenses .....	18,096	17	14,340
18	Grants payable ...	3,575,850	18	3,500,950
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		25
26	Total liabilities. Add lines 17 through 25..	3,593,946	26	3,515,290

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	7,536,543	27	6,799,232
28	Net assets with donor restrictions ...........	6,481,101	28	6,372,030
	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 ...........	14,017,644	32	13,171,262
33	Total liabilities and net assets/fund balances ........	17,611,590	33	16,686,552