Form990
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Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
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OMB No. 1545-0047
2021
Open to Public Inspection
A For the 2021 calendar year, or tax year beginning 01-01-2021 , and ending 12-31-2021
BCheck if applicable:
CName of organization
UNITED WAY WORLDWIDE
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
701 NORTH FAIRFAX STREET
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ALEXANDRIA, VA22314
D Employer identification number

13-1635294
E Telephone number

G Gross receipts $ 121,086,069
F Name and address of principal officer:
ANGELA WILLIAMS
701 NORTH FAIRFAX STREET
ALEXANDRIA,VA22314
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.UNITEDWAY.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1932
M State of legal domicile: NY
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: TO IMPROVE LIVES BY MOBILIZING CARING POWER OF COMMUNITIES AROUND THE WORLD TO ADVANCE COMMON GOOD.BRIEF MISSION (CONTINUED)UNITED WAY FIGHTS FOR PEOPLE TO GET BETTER JOBS AND ACHIEVE FINANCIALSTABILITY, FOR STUDENTS TO GRADUATE HIGH SCHOOL READY FOR COLLEGE ANDCAREERS, AND FOR INDIVIDUALS TO LEAD HEALTHIER LIVES.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 13
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 12
5 Total number of individuals employed in calendar year 2021 (Part V, line 2a) ...... 5 286
6 Total number of volunteers (estimate if necessary) ............. 6 75
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 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 203,785,891 68,676,336
9 Program service revenue (Part VIII, line 2g) ......... 50,251,873 43,083,684
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 356,873 984,465
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 820,134 684,338
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 255,214,771 113,428,823
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 168,967,971 41,487,394
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 35,937,892 33,010,911
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet2,115,901    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 46,373,275 34,746,589
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 251,279,138 109,244,894
19 Revenue less expenses. Subtract line 18 from line 12....... 3,935,633 4,183,929
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 81,962,158 83,810,591
21 Total liabilities (Part X, line 26)............. 44,081,371 36,782,070
22 Net assets or fund balances. Subtract line 21 from line 20..... 37,880,787 47,028,521
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
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Signature of officer Date
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Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2021)
Form 990 (2021)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: SEE SCHEDULE O
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 11,785,418 including grants of $ 11,462,014 ) (Revenue $ 0 )
SEE SCHEDULE O
4b (Code:   ) (Expenses $ 24,968,511 including grants of $ 8,044,215 ) (Revenue $ 426,221 )
SEE SCHEDULE O
4c (Code:   ) (Expenses $ 20,328,058 including grants of $ 58,204 ) (Revenue $ 2,341,851 )
SEE SCHEDULE O
(Code:   ) (Expenses $ 38,673,805 including grants of $ 21,922,961 ) (Revenue $ 40,315,612 )
BRAND STRATEGY AND MARKETING - THE UNITED WAY WORLDWIDE BRAND STRATEGY AND MARKETING TEAM PROVIDES SUPPORT TO MEMBER UNITED WAYS IN ALL BRAND IDENTITY AND CONSISTENCY MATTERS INCLUDING MARKETING, ADVERTISING, AND OTHER PROMOTIONAL OPPORTUNITIES DESIGNED TO PROMOTE INDIVIDUAL PARTICIPATION IN ADVANCING THE COMMON GOOD IN THEIR LOCAL COMMUNITY AND TO STRENGTHEN TRUST FOR THE UNITED WAY BRAND AROUND THE WORLD. IT ALSO PROMOTES MEDIA AND PUBLIC RELATIONS; MANAGES THE "LIVE UNITED" CAMPAIGN THROUGH PRODUCTION OF VIDEO, TELEVISION, RADIO, PRINT MEDIA AND OTHER COLLATERAL MATERIALS; MAINTAINS THE UNITED WAY/NATIONAL FOOTBALL LEAGUE PARTNERSHIP INCLUDING PRO-BONO MEDIA, THE CHARACTER PLAYBOOK PROGRAM, AND THE MAN OF THE YEAR PROGRAM; MAINTAINS THE UNITED WAY/PUBLIC SERVICE ANNOUNCEMENT PARTNERSHIP INCLUDING PRODUCTION AND PLACEMENT OF PUBLIC SERVICE ANNOUNCEMENTS IN TELEVISION, RADIO, AND PRINT MEDIA; AND PROMOTES STRONG INTERNAL COMMUNICATIONS FOR THE LEADERSHIP OF THE ORGANIZATION AND THE NETWORK.INVESTOR RELATIONS - THE UNITED WAY WORLDWIDE INVESTOR RELATIONS TEAM PROVIDES RELATIONSHIP MANAGEMENT SUPPORT AND SKILLS TRAINING FOR MEMBER UNITED WAYS AND UNITED WAY NETWORK-WIDE PROGRAMS INCLUDING GLOBAL CORPORATE LEADERSHIP, INTERNATIONAL CORPORATE SOCIAL RESPONSIBILITY, MAJOR GIVING, THE "ALEXIS DE TOCQUEVILLE" PROGRAM, PLANNED GIVING, COMMUNITY AND PUBLIC SECTOR CAMPAIGNS.INTERNATIONAL NETWORK - THE UNITED WAY INTERNATIONAL NETWORK TEAM PROVIDES GOVERNANCE, RESOURCE DEVELOPMENT, PROGRAM, AND CAPACITY BUILDING SUPPORT AND TRAINING TO UNITED WAY MEMBERS THROUGHOUT THE WORLDWIDE NETWORK OUTSIDE THE UNITED STATES OF AMERICA. WITH REGIONAL OFFICE IN COLUMBIA, GHANA, HONG KONG, CHINA, AND SWITZERLAND, NETWORK STAFF WORK CLOSELY WITH MEMBER UNITED WAY STAFF AND VOLUNTEER BOARD MEMBERS THROUGH THE WORLD TO ADVANCE THE UNITED WAY MISSION IN 40+ COUNTRIES.LEARNING, CONFERENCING & TALENT MANAGEMENT - THIS TEAM PROVIDES TRAINING PROGRAMS AND LEARNING OPPORTUNITIES FOR UNITED WAY VOLUNTEERS, STAFF, AND PARTNERS THROUGH NATIONAL CONFERENCES, REGIONAL MEETINGS, WEBINARS, SOCIAL MEDIA PLATFORMS, VIRTUAL TRAININGS, IN-PERSON TRAININGS, AND OTHER LEARNING/DEVELOPMENTAL OFFERINGS.CAMPAIGN OPERATIONS - THIS TEAM MANAGES NATIONAL FISCAL AGENT RELATIONSHIPS WITH A NUMBER OF FOR-PROFIT COMPANIES THAT PROVIDE WORKPLACE FUNDRAISING CAMPAIGN PLEDGE PROCESSING, AT A SELECT NUMBER OF PARTICIPATING COMPANIES, ON BEHALF OF AND IN COOPERATION WITH MEMBER PARTICIPATING UNITED WAYS.PUBLIC RELATIONS - THIS TEAM CREATES AND OVERSEES THE UNITED WAY NETWORK'S INTERNAL COMMUNICATIONS STRATEGY AND PLAN. THE PRIMARY FOCUS IS ON MAINTAINING A COMMUNICATIONS PROGRAM THAT IS A TWO-WAY PARTNERSHIP BETWEEN MEMBER UNITED WAYS AND PARTICIPATING COMPANIES.PROMOTIONAL MATERIAL SALES - IN 2013, UNITED WAY WORLDWIDE BEGAN TO PROVIDE LICENSING RIGHTS TO SELECT VENDORS TO SELL PROMOTIONAL PRODUCTS BEARING THE UNITED WAY BRAND AND TRADEMARKS IN ORDER TO ENSURE THE FULL VALUE OF ITS TRADEMARK IS MAINTAINED FOR THE BENEFIT OF ALL UNITED WAYMEMBERS. THIS TEAM ALSO FACILITATES THE PRODUCTION AND SALE OF A LIMITED NUMBER OF UNITED WAY BRANDED PRODUCTS, SUCH AS THE BORN LEARNING TRAIL KIT, THAT ARE NOT AVAILABLE FROM ALTERNATIVE VENDORS.IMPACT, STRATEGY AND INNOVATION - UNITED WAY WORLDWIDE SEEKS TO MAKE A POSITIVE DIFFERENCE AND HAVE A MEASURABLE IMPACT OF ENDURING CONSEQUENCE BY FOCUSING ON ACCESS TO EDUCATION, FINANCIAL STABILITY, AND HEALTHY LIVING. THE IMPACT, STRATEGY, AND INNOVATION TEAM PROVIDES THOUGHT LEADERSHIP, TRAINING, AND SUPPORT FOR COMMUNITY IMPACT PROGRAM SOLUTIONS AND PRODUCTS THROUGH THE EXECUTION OF THE UNITED WAY BUSINESS MODEL AT THE LOCAL COMMUNITY LEVEL. IT ALSO SUPPORTS MEMBER UNITED WAYS' DEVELOPMENT OF STRATEGIC PLANS BASED ON AN IMPACT GROWTH IMPERATIVE, MANAGEMENT OF STRATEGIC INITIATIVES, AND CREATION OF CAPACITY TO SCALE INNOVATION ACROSS THE UNITED WAY NETWORK.
4d Other program services (Describe in Schedule O.)
(Expenses $ 38,673,805 including grants of $ 21,922,961 ) (Revenue $ 40,315,612 )
4e Total program service expensesMediumBullet95,755,792
Form 990 (2021)
Form 990 (2021)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment.........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment.........................
6
Yes
 
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part IIIClick to see attachment..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
Yes
 
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XIIClick to see attachment......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
Yes
 
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....Click to see attachment
15
Yes
 
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
Form 990 (2021)
Form 990 (2021)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
101
b
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2021)
Form 990 (2021)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
286
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. See instructions.
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletCA , SZ , HK , WZ
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
No
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
No
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
No
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
Yes
 
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, any disqualified person, or mine operator engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2021)
Form 990 (2021)
Page 6
Part VI
Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
13
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
12
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filedMediumBullet
AL , AK , AZ , CA , CO , CT , FL , GA , HI , IL , KS , KY , LA , ME , MD , MA , MI , MN , MS , MO , NH , NJ , NM , NY , NC , ND , OH , OK , OR , PA , RI , SC , TN , UT , VA , WA , WV , WI
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletBRUCE FRIEDMAN701 N FAIRFAX STREET   ALEXANDRIA,VA22314 (703) 836-7100
Form 990 (2021)
Form 990 (2021)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/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
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) NEERAJ MEHTA......................................................................
BOARD MEM/INTERIM CEO (3/1-10/15/21)
 40.00
.................
0.00 		X   X       448,247 0 0
(2) DR JULIETTE TUAKLI......................................................................
CHAIR OF THE BOARD
 2.00
.................
0.00 		X   X       0 0 0
(3) MARY MACK......................................................................
AT-LARGE BOARD MEMBER, FMR TREASURER
 2.00
.................
0.00 		X   X       0 0 0
(4) MIKE HAYDE......................................................................
TREAS & CHAIR FIN CMTE, FMR AT LARGE
 2.00
.................
0.00 		X   X       0 0 0
(5) LUIS JAVIER CASTRO......................................................................
CHAIR OF AUDIT COMMITTEE
 2.00
.................
0.00 		X           0 0 0
(6) ANTHONY EARLEY......................................................................
CHAIR OF EXECUTIVE COMP. COMMITTEE
 2.00
.................
0.00 		X           0 0 0
(7) MARIAME MCINTOSH ROBINSON......................................................................
CHAIR MEMB. ACCOUNTABILITY CMTE
 2.00
.................
0.00 		X           0 0 0
(8) DAVID PRESCHLACK......................................................................
CHAIR OF GOVERNANCE COMMITTEE
 2.00
.................
0.00 		X           0 0 0
(9) MARK BITZER......................................................................
AT-LARGE BOARD MEMBER
 1.00
.................
0.00 		X           0 0 0
(10) SHARAN BURROW......................................................................
AT-LARGE BOARD MEM. (BEG 5/11/21)
 1.00
.................
0.00 		X           0 0 0
(11) MICHELE PARMELEE......................................................................
AT-LARGE BOARD MEMBER
 1.00
.................
0.00 		X           0 0 0
(12) HU SHULI......................................................................
AT-LARGE BOARD MEMBER
 1.00
.................
0.00 		X           0 0 0
(13) TONI TOWNES-WHITLEY......................................................................
AT-LARGE BOARD MEMBER
 1.00
.................
0.00 		X           0 0 0
(14) BRIAN GALLAGHER......................................................................
CHIEF EXEC. OFFICER (TO 02/09/21)
 40.00
.................
0.00 		    X       3,180,985 0 441,161
(15) MARK SUTTON......................................................................
CHIEF FINANCIAL OFFICER
 40.00
.................
0.00 		    X       331,865 0 54,658
(16) PATRICIA TURNER......................................................................
SR VP & GEN. COUNSEL (TO 12/17/21)
 40.00
.................
0.00 		    X       300,799 0 47,882
(17) ANGELA WILLIAMS......................................................................
CHIEF EXEC. OFFICER (BEG 10/15/21)
 40.00
.................
0.00 		    X       171,539 0 6,001
Form 990 (2021)
Form 990 (2021)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/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
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) STANLEY LITTLE........................................................................
CHIEF EXPERIENCE OFFICER
 40.00
.......................0.00 		      X     400,011 0 40,004
(19) JOSE FERRAO........................................................................
INTERNATIONAL PRESIDENT
 40.00
.......................0.00 		      X     341,787 0 63,472
(20) LEE LOVE........................................................................
CHIEF INVESTOR RELATIONS OFFICER
 40.00
.......................0.00 		      X     316,270 0 63,086
(21) SUZANNE MCCORMICK........................................................................
US NETWORK PRESIDENT
 40.00
.......................0.00 		      X     243,275 0 55,309
(22) LORI MALCOLM........................................................................
CHIEF CULTURE OFFICER (TO 03/28/21)
 40.00
.......................0.00 		      X     189,633 0 8,400
(23) WILLIAM BROWNING........................................................................
CHIEF STRATEGY OFFICER (TO 04/02/21)
 40.00
.......................0.00 		      X     172,194 0 19,500
(24) STEVE TAYLOR........................................................................
SENIOR VP & COUNSEL, PUBLIC POLICY
 40.00
.......................0.00 		        X   313,057 0 56,307
(25) JOHN TAYLOR........................................................................
CHIEF INFORMATION & TECH. OFFICER
 40.00
.......................0.00 		        X   275,625 0 38,450
(26) KEVIN CLAYBON........................................................................
SR VP, DATA INSIGHTS & RESEARCH
 40.00
.......................0.00 		        X   247,407 0 56,969
(27) CHRISTINA MACVEIGH........................................................................
SR VP, NETWORK ENGAGEMENT
 40.00
.......................0.00 		        X   256,196 0 41,008
(28) BRIAN LACHANCE........................................................................
SR VP, CHIEF OF STAFF
 40.00
.......................0.00 		        X   247,247 0 47,028




1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 7,436,137 0 1,039,235
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet114
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
SALESFORCEORG

50 FREEMONT STREET
SAN FRANCISCO,CA94105 		DIGITAL PLATFORM SERVICES 7,270,056
BEYOND THE HORIZON TECHNOLOGY

3200 MAIN STREET
DALLAS,TX75226 		DIGITAL INTEGRATION 6,083,863
IBM CORPORATION

3039 CORNWALLIS RD
RESEARCH TRIANGLE,NC27709 		DIGITAL PLATFORM SERVICES 1,100,000
UPPURPOSE INC

3461 RINGSBY CT STE 115
DENVER,CO80216 		DIGITAL PLATFORM SERVICES 1,017,975
COMMUNITY COUNSELLING SERVICE CO LLC

527 MANDISON AVE 5TH FLR
NEW YORK,NY10022 		CONSULTING SERVICES 685,000
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet83
Form 990 (2021)
Form 990 (2021)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a 12,855
b Membership dues..1b 4,600,901
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e 4,902,240
f All other contributions, gifts, grants, and similar amounts not included above1f 59,160,340
g Noncash contributions included in lines 1a - 1f:$ 1g 749,404
h Total. Add lines 1a-1f.......MediumBullet 68,676,336
Program Service RevenueAmt Business Code
2a MEMBERSHIP DUES 900099 38,295,075 38,295,075    
b SERVICE INCOME 900099 3,223,437 3,223,437    
c OTHER 813410 730,591 730,591    
d COURSE TUITION AND CONFERENCES 900099 627,335 627,335    
e PROMOTIONAL MATERIAL SALES 900099 207,246 207,246    
f All other program service revenue.        
g Total. Add lines 2a–2f .....MediumBullet 43,083,684
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 253,569     253,569
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet 371,323     371,323
(ii) Personal (i) Real
6a Gross rents   313,015 6a
b Less: rental expenses   0 6b
c Rental income or (loss)   313,015 6c
d Net rental income or (loss).......MediumBullet 313,015     313,015
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   8,388,142 7a
b Less: cost or other basis and sales expenses   7,657,246 7b
c Gain or (loss)   730,896 7c
d Net gain or (loss).........MediumBullet 730,896     730,896
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..MediumBullet      
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..MediumBullet        
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..MediumBullet        
Business Code Miscellaneous Revenue
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet  
12 Total revenue. See instructions.....MediumBullet 113,428,823 43,083,684 0 1,668,803
Form 990 (2021)
Form 990 (2021)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 11,116,073 11,116,073
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ...........    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. ............. 30,371,321 30,371,321
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 6,810,190 6,103,592 494,026 212,572
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........        
7 Other salaries and wages........ 21,543,017 18,051,205 2,441,339 1,050,473
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 983,118 800,739 117,365 65,014
9 Other employee benefits ....... 1,907,849 1,553,923 227,760 126,166
10 Payroll taxes ........... 1,766,737 1,438,989 210,914 116,834
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 544,684 450,896 86,916 6,872
c Accounting ........... 215,512 178,404 34,389 2,719
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 27,671 22,907 4,415 349
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 25,042,839 20,730,774 3,996,107 315,958
12 Advertising and promotion .... 36,061 29,852 5,754 455
13 Office expenses ....... 2,307,683 1,972,483 257,495 77,705
14 Information technology ...... 753,344 627,817 89,965 35,562
15 Royalties ..        
16 Occupancy ........... 729,515 501,265 204,869 23,381
17 Travel ............ 69,005 65,060 2,265 1,680
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 228,694 215,620 7,507 5,567
20 Interest ........... 213,381 168,637 35,668 9,076
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 1,459,690 1,230,374 163,798 65,518
23 Insurance ... 338,623 125,861 212,762  
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 BAD DEBT EXPENSES 2,779,887   2,779,887  
b
c
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 109,244,894 95,755,792 11,373,201 2,115,901
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2021)
Form 990 (2021)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 9,539,133 1 16,895,079
2 Savings and temporary cash investments ......... 1,464,571 2 425,620
3 Pledges and grants receivable, net ...... 10,091,941 3 12,903,127
4 Accounts receivable, net ............. 10,253,249 4 5,726,656
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6  
7 Notes and loans receivable, net ...........   7  
8 Inventories for sale or use ............   8  
9 Prepaid expenses and deferred charges ...... 778,878 9 2,360,967
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 56,968,870
b Less: accumulated depreciation 10b 33,863,645 24,483,099 10c 23,105,225
11 Investments—publicly traded securities . 15,825,072 11 12,697,901
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ............... 275,000 14 275,000
15 Other assets. See Part IV, line 11 ........... 9,251,215 15 9,421,016
16 Total assets. Add lines 1 through 15 (must equal line 33)... 81,962,158 16 83,810,591
Liabilities 17 Accounts payable and accrued expenses ..... 11,584,541 17 13,272,944
18 Grants payable ...   18  
19 Deferred revenue ......... 4,346,666 19 7,353,531
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D 6,775,399 21 7,451,542
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 .. 1,620,908 23 351,749
24 Unsecured notes and loans payable to unrelated third parties .. 4,841,489 24 0
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 14,912,368 25 8,352,304
26 Total liabilities. Add lines 17 through 25.. 44,081,371 26 36,782,070
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 1,950,089 27 11,525,277
28 Net assets with donor restrictions ........... 35,930,698 28 35,503,244
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 37,880,787 32 47,028,521
33 Total liabilities and net assets/fund balances ........ 81,962,158 33 83,810,591
Form 990 (2021)
Form 990 (2021)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
113,428,823
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
109,244,894
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
4,183,929
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
37,880,787
5
Net unrealized gains (losses) on investments ...............
5
-48,064
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
5,011,869
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
47,028,521
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2021)
Form 990 (2021)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
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
UNITED WAY WORLDWIDE
 
Employer identification number

13-1635294
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2021

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) right arrow (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.") .. 136,340,447 174,461,785 196,680,596 203,785,891 68,676,336 779,945,055
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3 136,340,447 174,461,785 196,680,596 203,785,891 68,676,336 779,945,055
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) .. 52,414,278
6 Public support. Subtract line 5 from line 4. 727,530,777
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2017 (b) 2018 (c) 2019 (d) 2020 (e) 2021 (f) Total
7 Amounts from line 4.. 136,340,447 174,461,785 196,680,596 203,785,891 68,676,336 779,945,055
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 1,462,050 1,453,755 1,371,323 1,051,479 937,907 6,276,514
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10 786,221,569
12
12
226,979,646
13
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................right arrow
Section C. Computation of Public Support Percentage
14
14
92.540 %
15
15
89.930 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990) 2021

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) right arrow (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) right arrow (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.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990) 2021

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
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
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).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined 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.
9b
 
 
c
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.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990) 2021

Schedule A (Form 990) 2021
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
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
No
1
Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described 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.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990) 2021

Schedule A (Form 990) 2021
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by 0.035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990) 2021

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:  
Software Version:  
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2021
Name of the organization
UNITED WAY WORLDWIDE
 
Employer identification number

13-1635294
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2021)
Schedule B (Form 990) (2021) Page 2
Name of organization
UNITED WAY WORLDWIDE
  		Employer identification number
13-1635294
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2021)
Schedule B (Form 990) (2021)
Page 3
Name of organization
UNITED WAY WORLDWIDE
  		Employer identification number

13-1635294
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
UNITED WAY WORLDWIDE
  		Employer identification number

13-1635294
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2021)
Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990)

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

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

SchCMd Bullet Complete if the organization is described below. SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
UNITED WAY WORLDWIDE
 
Employer identification number

13-1635294
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

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

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

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

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

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990) 2021

Schedule C (Form 990) 2021
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ...................... 101,597  
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................ 273,041  
c Total lobbying expenditures (add lines 1a and 1b) ............................................................ 374,638  
d Other exempt purpose expenditures ............................................................................... 108,870,256  
e Total exempt purpose expenditures (add lines 1c and 1d) .................................................. 109,244,894  
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		 1,000,000  
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) ................................................. 250,000  
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................ 0  
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................ 0  
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ...................................................................................................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) Total
2a Lobbying nontaxable amount 1,000,000 1,000,000 1,000,000 1,000,000 4,000,000
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		6,000,000
c Total lobbying expenditures 338,624 347,512 375,750 374,638 1,436,524
d Grassroots nontaxable amount 250,000 250,000 250,000 250,000 1,000,000
e Grassroots ceiling amount
(150% of line 2d, column (e))		 1,500,000
f Grassroots lobbying expenditures 107,715 94,241 101,898 101,597 405,451
Schedule C (Form 990) 2021


Schedule C (Form 990) 2021
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes|No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
 
 
c
Media advertisements? ...................................................................................................
 
 
 
d
Mailings to members, legislators, or the public? .............................................................................
 
 
 
e
Publications, or published or broadcast statements? ...........................................................
 
 
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
 
 
i
Other activities? ...................................................................................................................
 
 
 
j
Total. Add lines 1c through 1i ....................................................................................................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures. See Instructions .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C (Form 990) 2021


Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
UNITED WAY WORLDWIDE
 
Employer identification number

13-1635294
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 ......... 59  
2 Aggregate value of contributions to (during year) 12,210,633  
3 Aggregate value of grants from (during year) 11,031,474  
4 Aggregate value at end of year ........ 7,762,422  
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance .... 15,787,066 5,663,568 4,663,051 6,379,454 5,797,753
b Contributions ... 897,418 9,622,145 281,882 181,413 74,824
c Net investment earnings, gains, and losses 682,440 1,517,900 870,535 -343,354 620,914
d Grants or scholarships ...       1,554,462  
e Other expenditures for facilities
and programs ... 		12,070,778 1,016,547 151,900   76,070
f Administrative expenses ....         37,967
g End of year balance ...... 5,296,146 15,787,066 5,663,568 4,663,051 6,379,454
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet9.330 %
b
Permanent endowment SchDMd Bullet90.670 %
c
Term endowment SchDMd Bullet  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
No
(ii) Related organizations .................
3a(ii)
 
No
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....   2,102,080 2,102,080
b Buildings ....   41,560,870 21,362,179 20,198,691
c Leasehold improvements       0
d Equipment ....   8,023,017 7,751,469 271,548
e Other .....   5,282,903 4,749,997 532,906
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 23,105,225
Schedule D (Form 990) 2021

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.)Small Bullet  
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.)Small Bullet  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)CUSTODIAL FUNDS (EFSP, YOURCAUSE, FRONTSTREAM) 7,005,386
(2)OTHER ASSETS 1,055,530
(3)CASH VALUE OF LIFE INSURANCE 478,560
(4)CHARITABLE GIFT ANNUITY 446,156
(5)DEFERRED COMPENSATION CUSTODIAL ASSETS 435,384
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 9,421,016
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  
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 8,352,304
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

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  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1.................. 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part 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  
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  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e  
3 Subtract line 2e from line 1................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part 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  
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 IV, LINE 2B: EXPLANATION OF ESCROW AGREEMENT IN 1983, A NATIONAL BOARD WAS CONVENED TO OVERSEE DISTRIBUTION OF FUNDS THROUGH THE EMERGENCY FOOD AND SHELTER PROGRAM (EFSP), A SEPARATE CONGRESSIONALLY AUTHORIZED PROGRAM OF DEPARTMENT OF HOMELAND SECURITY'S FEDERAL EMERGENCY MANAGEMENT AGENCY (FEMA), AND UWW WAS APPOINTED FISCAL AGENT. AS FISCAL AGENT, UWW IS THE CUSTODIAN OF THE FUNDS AND IS RESPONSIBLE FOR THE ADMINISTRATION AND DISBURSEMENT OF GRANTS AS DIRECTED BY THE NATIONAL BOARD. EFSP IS NOT CONSOLIDATED INTO THE ORGANIZATION'S FINANCIAL STATEMENTS. SINCE 1983, U.S. CONGRESS HAS ALLOCATED MORE THAN $4.50 BILLION TO THE FEMA TO PROVIDE EMERGENCY FOOD AND SHELTER TO NEEDY INDIVIDUALS THROUGHOUT THE COUNTRY. UWW CHARGED CERTAIN ADMINISTRATIVE EXPENSES TO EFSP TOTALING $321,456 AND $317,965 FOR THE YEARS ENDED DECEMBER 31, 2021 AND 2020, RESPECTIVELY. AS OF DECEMBER 31, 2021 AND 2020, UNDISTRIBUTED BALANCES OF $4,604,653 AND $4,099,804, RESPECTIVELY, WERE INCLUDED IN THE CUSTODIAL FUNDS WITH A CORRESPONDING LIABILITY IN THE CONSOLIDATED STATEMENTS OF FINANCIAL POSITION OF UWW. UWW ALSO MAINTAINS TWO FISCAL AGENT AGREEMENTS WITH THIRD PARTIES ON BEHALF OF ITS MEMBERS TO PROVIDE DONATION PROCESSING SERVICES RELATED TO CERTAIN EMPLOYEE GIVING CAMPAIGNS FEDERATED FUNDRAISING CAMPAIGNS). BECAUSE THESE CAMPAIGNS ARE CONSIDERED "FUNDRAISING ACTIVITY" OF UWW'S MEMBERS, UWW RECORDS NO REVENUE FROM THE TRANSACTIONS BUT DOES RECORD COLLECTED FUNDS, NOT YET DISTRIBUTED BY THE THIRD-PARTY PROCESSORS, AS A CUSTODIAL ASSET AND CUSTODIAL LIABILITY. AS OF DECEMBER 31, 2021, AND 2020, THE FUND'S MARKET VALUE OF $2,400,733 AND $2,111,617, RESPECTIVELY, IS INCLUDED IN CUSTODIAL FUNDS.
PART V, LINE 4: INTENDED USES OF ENDOWMENT FUNDS BOARD DESIGNATED QUASI-ENDOWMENT - UWW'S BOARD HAS DESIGNATED FUNDS BE SET ASIDE TO ESTABLISH AND MAINTAIN A QUASI-ENDOWMENT FOR THE PURPOSE OF SECURING THE ORGANIZATION'S LONG-TERM FINANCIAL VIABILITY AND CONTINUING TO MEET THE NEEDS OF THE ORGANIZATION. DONOR RESTRICTED PERMANENT ENDOWMENT - THE ORGANIZATION'S DONOR RESTRICTED ENDOWMENT CONSISTS OF TWO FUNDS, ONE ESTABLISHED FOR THE PURPOSE OF PROVIDING HOME CARE AND ASSISTED LIVING TO THE ELDERLY POOR, WITH SPECIFIC REFERENCE TO ASSISTING OLDER PEOPLE TO REMAIN IN THEIR OWN HOMES, AND THE OTHER ESTABLISHED FOR THE PURPOSE OF PROVIDING GENERAL OPERATIONAL SUPPORT FOR THE ORGANIZATION.
PART X, LINE 2: FIN 48 (ASC 740) FOOTNOTE UWW FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. UWW HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
Schedule D (Form 990) 2021


Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990.Right pointing arrow large image 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
UNITED WAY WORLDWIDE
 
Employer identification number

13-1635294
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in the region (d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in the region		 (f) Total expenditures
for and investments
in the region
CENTRAL AMERICA AND THE CARIBBEAN 0 1 GRANTMAKING   461,481
EAST ASIA AND THE PACIFIC 2 4 GRANTMAKING   3,343,501
EUROPE (INCLUDING ICELAND & GREENLAND) 1 4 GRANTMAKING   4,897,753
SOUTH AMERICA 0 3 GRANTMAKING   1,765,728
MIDDLE EAST AND NORTH AFRICA 0 0 GRANTMAKING   217,551
NORTH AMERICA 1 0 GRANTMAKING   817,158
RUSSIA AND NEIGHBORING STATES 0 0 GRANTMAKING   204,030
SOUTH ASIA 0 0 GRANTMAKING   18,117,002
SUB-SAHARAN AFRICA 0 1 GRANTMAKING   547,117
SUB-SAHARAN AFRICA 0 0 INVESTMENTS   5,387,758
           
           
           
           
           
           
           
3a Sub-total .... 4 12 29,824,204
b Total from continuation sheets to Part I ... 0 1 5,934,875
c Totals (add lines 3a and 3b) 4 13 35,759,079
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2021
Schedule F (Form 990) 2021
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of noncash
assistance 		(h) Description
of noncash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
SOUTH ASIA EDUCATION 40,000 WIRE TRANSFER 0    
SOUTH ASIA EDUCATION 424,000 WIRE TRANSFER 0    
SOUTH AMERICA HEALTH & HUMAN SERVICES 13,000 WIRE TRANSFER 0    
CENTRAL AMERICA & THE CARIBBEAN HUMAN & SOCIAL SERVICES, DISASTER RELIEF & PUBLIC SAFETY 28,944 WIRE TRANSFER 0    
EUROPE COMMUNITY DEVELOPMENT, EDUCATION, GENERAL CHARITABLE OPERATIONS, DISASTER RELIEF, PUBLIC SAFETY 465,970 WIRE TRANSFER 0    
EUROPE DISASTER RELIEF & PUBLIC SAFETY 75,000 WIRE TRANSFER 0    
NORTH AMERICA GENERAL CHARITABLE OPERATIONS 17,335 WIRE TRANSFER 0    
SOUTH AMERICA NUTRITION / FOOD SECURITY 20,000 WIRE TRANSFER 0    
EUROPE EDUCATION 100,000 WIRE TRANSFER 0    
RUSSIA & NEIGHBORING STATES DISASTER RELIEF & PUBLIC SAFETY 174,030 WIRE TRANSFER 0    
EAST ASIA & PACIFIC NUTRITION / FOOD SECURITY 10,000 WIRE TRANSFER 0    
NORTH AMERICA NUTRITION / FOOD SECURITY 23,710 WIRE TRANSFER 0    
SOUTH AMERICA GENERAL CHARITABLE OPERATIONS 13,575 WIRE TRANSFER 0    
SOUTH AMERICA EDUCATION, GENERAL CHARITABLE OPERATIONS 78,269 WIRE TRANSFER 0    
EAST ASIA & PACIFIC ENVIRONMENT 20,000 WIRE TRANSFER 0    
SOUTH AMERICA INCOME / POVERTY REDUCTION 35,000 WIRE TRANSFER 0    
NORTH AMERICA NUTRITION / FOOD SECURITY 250,000 WIRE TRANSFER 0    
NORTH AMERICA NUTRITION / FOOD SECURITY 40,000 WIRE TRANSFER 0    
EUROPE HUMAN & SOCIAL SERVICES, EDUCATION 150,000 WIRE TRANSFER 0    
EUROPE GENERAL CHARITABLE OPERATIONS 10,000 WIRE TRANSFER 0    
NORTH AMERICA HUMAN & SOCIAL SERVICES 10,000 WIRE TRANSFER 0    
NORTH AMERICA GENERAL CHARITABLE OPERATIONS 17,075 WIRE TRANSFER 0    
NORTH AMERICA GENERAL CHARITABLE OPERATIONS 16,876 WIRE TRANSFER 0    
NORTH AMERICA HUMAN & SOCIAL SERVICES 8,122 WIRE TRANSFER 0    
NORTH AMERICA HUMAN & SOCIAL SERVICES 13,417 WIRE TRANSFER 0    
SOUTH AMERICA EDUCATION 21,000 WIRE TRANSFER 0    
EAST ASIA & PACIFIC HEALTH 17,000 WIRE TRANSFER 0    
EAST ASIA & PACIFIC COMMUNITY DEVELOPMENT 45,000 WIRE TRANSFER 0    
EUROPE EDUCATION 40,000 WIRE TRANSFER 0    
EAST ASIA & PACIFIC HEALTH, EDUCATION, NUTRITION, FOOD SECURITY, HUMAN & SOCIAL SERVICES, GENERAL CHARITABLE OPERATIONS 126,721 WIRE TRANSFER 0    
EAST ASIA & PACIFIC HEALTH 10,818 WIRE TRANSFER 0    
EUROPE ENVIRONMENT 10,800 WIRE TRANSFER 0    
NORTH AMERICA EDUCATION 15,000 WIRE TRANSFER 0    
SOUTH AMERICA EDUCATION, COMMUNITY DEVELOPMENT 183,077 WIRE TRANSFER 0    
EAST ASIA & PACIFIC HEALTH 2,000,000 WIRE TRANSFER 0    
SOUTH AMERICA NUTRITION / FOOD SECURITY, DISASTER RELIEF & PUBLIC SAFETY 306,714 WIRE TRANSFER 0    
MIDDLE EAST & NORTH AFRICA HEALTH 54,500 WIRE TRANSFER 0    
NORTH AMERICA EDUCATION 10,000 WIRE TRANSFER 0    
EUROPE COMMUNITY DEVELOPMENT 37,000 WIRE TRANSFER 0    
EAST ASIA & PACIFIC ENVIRONMENT 19,692 WIRE TRANSFER 0    
EUROPE EDUCATION & GENERAL CHARITABLE OPERATIONS, DISASTER RELIEF & PUBLIC SAFETY 51,910 WIRE TRANSFER 0    
SOUTH AMERICA ARTS & HUMANITIES 28,095 WIRE TRANSFER 0    
NORTH AMERICA HUMAN & SOCIAL SERVICES & GENERAL CHARITABLE OPERATIONS 53,300 WIRE TRANSFER 0    
NORTH AMERICA NUTRITION / FOOD SECURITY 10,000 WIRE TRANSFER 0    
SOUTH AMERICA ARTS & HUMANITIES 30,000 WIRE TRANSFER 0    
RUSSIA & NEIGHBORING STATES EDUCATION 7,000 WIRE TRANSFER 0    
NORTH AMERICA GENERAL CHARITABLE OPERATIONS 35,000 WIRE TRANSFER 0    
CENTRAL AMERICA & CARIBBEAN NUTRITION / FOOD SECURITY, COMMUNITY DEVELOPMENT, DISASTER RELIEF & PUBLIC SAFETY 165,307 WIRE TRANSFER 0    
CENTRAL AMERICA & THE CARIBBEAN DISASTER RELIEF & PUBLIC SAFETY 5,714 WIRE TRANSFER 0    
NORTH AMERICA GENERAL CHARITABLE OPERATIONS, HEALTH, EDUCATION, DISASTER RELIEF & PUBLIC SAFETY 294,949 WIRE TRANSFER 0    
NORTH AMERICA GENERAL CHARITABLE OPERATIONS 7,935 WIRE TRANSFER 0    
EAST ASIA & PACIFIC NUTRITION / FOOD SECURITY 90,953 WIRE TRANSFER 0    
SOUTH ASIA EDUCATION 20,000 WIRE TRANSFER 0    
SOUTH AMERICA GENERAL CHARITABLE OPERATIONS, DISASTER RELIEF & PUBLIC SAFETY, INCOME/ POVERTY REDUCTION 43,281 WIRE TRANSFER 0    
SOUTH AMERICA EDUCATION 245,551 WIRE TRANSFER 0    
CENTRAL AMERICA & THE CARIBBEAN DISASTER RELIEF & PUBLIC SAFETY, INCOME/ POVERTY REDUCTION, COMMUNITY DEVELOPMENT 36,664 WIRE TRANSFER 0    
NORTH AMERICA EDUCATION 12,000 WIRE TRANSFER 0    
NORTH AMERICA NUTRITION / FOOD SECURITY 24,826 WIRE TRANSFER 0    
NORTH AMERICA NUTRITION / FOOD SECURITY 9,485 WIRE TRANSFER 0    
NORTH AMERICA COMMUNITY DEVELOPMENT 25,000 WIRE TRANSFER 0    
SOUTH AMERICA DISASTER RELIEF & PUBLIC SAFETY 5,714 WIRE TRANSFER 0    
EUROPE GENERAL CHARITABLE OPERATIONS 271,367 WIRE TRANSFER 0    
EUROPE GENERAL CHARITABLE OPERATIONS 20,000 WIRE TRANSFER 0    
EUROPE EDUCATION 9,346 WIRE TRANSFER 0    
NORTH AMERICA GENERAL CHARITABLE OPERATIONS 6,689 WIRE TRANSFER 0    
SUB-SAHARAN AFRICA GENERAL CHARITABLE OPERATIONS 20,000 WIRE TRANSFER 0    
EAST ASIA & PACIFIC HUMAN & SOCIAL SERVICES 30,000 WIRE TRANSFER 0    
SOUTH ASIA HEALTH 50,000 WIRE TRANSFER 0    
EAST ASIA & PACIFIC NUTRITION / FOOD SECURITY 30,000 WIRE TRANSFER 0    
NORTH AMERICA NUTRITION / FOOD SECURITY & GENERAL CHARITABLE OPERATIONS 14,035 WIRE TRANSFER 0    
NORTH AMERICA GENERAL CHARITABLE OPERATIONS 34,385 WIRE TRANSFER 0    
EAST ASIA & PACIFIC DISASTER RELIEF & PUBLIC SAFETY 56,000 WIRE TRANSFER 0    
NORTH AMERICA EDUCATION, GENERAL CHARITABLE OPERATIONS 33,750 WIRE TRANSFER 0    
SUB-SAHARAN AFRICA GENERAL CHARITABLE OPERATIONS 55,000 WIRE TRANSFER 0    
SOUTH AMERICA INCOME / POVERTY REDUCTION 10,000 WIRE TRANSFER 0    
SOUTH ASIA HUMAN & SOCIAL SERVICES, DISASTER RELIEF & PUBLIC SAFETY 170,000 WIRE TRANSFER 0    
SOUTH ASIA COMMUNITY DEVELOPMENT 29,239 WIRE TRANSFER 0    
EAST ASIA & PACIFIC ENVIRONMENT 35,000 WIRE TRANSFER 0    
EAST ASIA & PACIFIC EDUCATION 10,000 WIRE TRANSFER 0    
EAST ASIA & PACIFIC EDUCATION 19,000 WIRE TRANSFER 0    
EAST ASIA & PACIFIC DISASTER RELIEF & PUBLIC SAFETY 9,400 WIRE TRANSFER 0    
SOUTH AMERICA GENERAL CHARITABLE OPERATIONS 35,035 WIRE TRANSFER 0    
SOUTH ASIA NUTRITION / FOOD SECURITY 40,000 WIRE TRANSFER 0    
EAST ASIA & PACIFIC EDUCATION 40,552 WIRE TRANSFER 0    
EAST ASIA & PACIFIC DISASTER RELIEF & PUBLIC SAFETY 284,000 WIRE TRANSFER 0    
SOUTH ASIA DISASTER RELIEF & PUBLIC SAFETY 266,667 WIRE TRANSFER 0    
MIDDLE EAST & NORTH AFRICA EDUCATION, NUTRITION / FOOD SECURITY 75,500 WIRE TRANSFER 0    
NORTH AMERICA EDUCATION, GENERAL CHARITABLE OPERATIONS 9,377 WIRE TRANSFER 0    
MIDDLE EAST & NORTH AFRICA GENERAL CHARITABLE OPERATIONS, DISASTER RELIEF & PUBLIC SAFETY 46,500 WIRE TRANSFER 0    
NORTH AMERICA INCOME / POVERTY REDUCTION 174,480 WIRE TRANSFER 0    
EAST ASIA & PACIFIC COMMUNITY DEVELOPMENT 10,025 WIRE TRANSFER 0    
EUROPE HEALTH 9,346 WIRE TRANSFER 0    
NORTH AMERICA COMMUNITY DEVELOPMENT 10,000 WIRE TRANSFER 0    
EAST ASIA & PACIFIC INCOME / POVERTY REDUCTION 21,226 WIRE TRANSFER 0    
EAST ASIA & PACIFIC EDUCATION 10,000 WIRE TRANSFER 0    
SOUTH ASIA DISASTER RELIEF & PUBLIC SAFETY, INCOME/ POVERTY REDUCTION 161,000 WIRE TRANSFER 0    
EAST ASIA & PACIFIC COMMUNITY DEVELOPMENT 45,668 WIRE TRANSFER 0    
SOUTH ASIA DISASTER RELIEF & PUBLIC SAFETY 380,000 WIRE TRANSFER 0    
NORTH AMERICA ENVIRONMENT 125,000 WIRE TRANSFER 0    
NORTH AMERICA INCOME / POVERTY REDUCTION, GENERAL CHARITABLE OPERATIONS 23,951 WIRE TRANSFER 0    
NORTH AMERICA GENERAL CHARITABLE OPERATIONS 25,000 WIRE TRANSFER 0    
EAST ASIA & PACIFIC DISASTER RELIEF & PUBLIC SAFETY 15,500 WIRE TRANSFER 0    
SOUTH AMERICA ANIMAL WELFARE 10,000 WIRE TRANSFER 0    
EAST ASIA & PACIFIC NUTRITION / FOOD SECURITY /ENVIRONMENT/ INCOME/ POVERTY 68,000 WIRE TRANSFER 0    
EUROPE HEALTH 480,000 WIRE TRANSFER 0    
EUROPE DISASTER RELIEF & PUBLIC SAFETY 10,000 WIRE TRANSFER 0    
SOUTH AMERICA EDUCATION, HUMAN & SOCIAL SERVICES 40,340 WIRE TRANSFER 0    
SUB-SAHARAN AFRICA GENERAL CHARITABLE OPERATIONS 25,000 WIRE TRANSFER 0    
NORTH AMERICA INCOME / POVERTY REDUCTION & GENERAL CHARITABLE OPERATIONS 42,516 WIRE TRANSFER 0    
SOUTH AMERICA GENERAL CHARITABLE OPERATIONS 39,762 WIRE TRANSFER 0    
NORTH AMERICA HEALTH 50,000 WIRE TRANSFER 0    
EUROPE GENERAL CHARITABLE OPERATIONS 15,000 WIRE TRANSFER 0    
NORTH AMERICA GENERAL CHARITABLE OPERATIONS 10,000 WIRE TRANSFER 0    
EUROPE INCOME / POVERTY REDUCTION 118,182 WIRE TRANSFER 0    
EAST ASIA & PACIFIC DISASTER RELIEF & PUBLIC SAFETY 25,000 WIRE TRANSFER 0    
EUROPE HEALTH 50,000 WIRE TRANSFER 0    
EAST ASIA & PACIFIC GENERAL CHARITABLE OPERATIONS, DISASTER RELIEF & PUBLIC SAFETY 69,250 WIRE TRANSFER 0    
NORTH AMERICA GENERAL CHARITABLE OPERATIONS, DISASTER RELIEF & PUBLIC SAFETY 5,410 WIRE TRANSFER 0    
SOUTH ASIA DISASTER RELIEF & PUBLIC SAFETY 350,000 WIRE TRANSFER 0    
SUB-SAHARAN AFRICA GENERAL CHARITABLE OPERATIONS 25,000 WIRE TRANSFER 0    
EUROPE DISASTER RELIEF & PUBLIC SAFETY 28,334 WIRE TRANSFER 0    
NORTH AMERICA DISASTER RELIEF & PUBLIC SAFETY 25,690 WIRE TRANSFER 0    
SOUTH ASIA EDUCATION 70,000 WIRE TRANSFER 0    
EAST ASIA & PACIFIC EDUCATION 31,000 WIRE TRANSFER 0    
EAST ASIA & PACIFIC EDUCATION 30,000 WIRE TRANSFER 0    
EAST ASIA & PACIFIC EDUCATION 44,000 WIRE TRANSFER 0    
EAST ASIA & PACIFIC ENVIRONMENT 30,000 WIRE TRANSFER 0    
EAST ASIA & PACIFIC ENVIRONMENT 30,000 WIRE TRANSFER 0    
EAST ASIA & PACIFIC ENVIRONMENT 24,000 WIRE TRANSFER 0    
SOUTH ASIA ENVIRONMENT 10,000 WIRE TRANSFER 0    
SOUTH ASIA DISASTER RELIEF & PUBLIC SAFETY, INCOME/ POVERTY REDUCTION 75,000 WIRE TRANSFER 0    
SOUTH ASIA EDUCATION 52,000 WIRE TRANSFER 0    
SOUTH AMERICA EDUCATION 50,000 WIRE TRANSFER 0    
EAST ASIA & PACIFIC GENERAL CHARITABLE OPERATIONS 30,000 WIRE TRANSFER 0    
EUROPE EDUCATION & GENERAL CHARITABLE OPERATIONS 24,909 WIRE TRANSFER 0    
EUROPE INCOME / POVERTY REDUCTION 18,692 WIRE TRANSFER 0    
EUROPE GENERAL CHARITABLE OPERATIONS 40,000 WIRE TRANSFER 0    
EUROPE DISASTER RELIEF & PUBLIC SAFETY 24,375 WIRE TRANSFER 0    
EUROPE INCOME / POVERTY REDUCTION 674,100 WIRE TRANSFER 0    
NORTH AMERICA EDUCATION 10,000 WIRE TRANSFER 0    
EUROPE EDUCATION 50,000 WIRE TRANSFER 0    
SUB-SAHARAN AFRICA DISASTER RELIEF & PUBLIC SAFETY 236,681 WIRE TRANSFER 0    
EAST ASIA & PACIFIC EDUCATION 46,000 WIRE TRANSFER 0    
SUB-SAHARAN AFRICA HUMAN & SOCIAL SERVICES 30,000 WIRE TRANSFER 0    
NORTH AMERICA ENVIRONMENT & GENERAL CHARITABLE OPERATIONS 21,948 WIRE TRANSFER 0    
NORTH AMERICA GENERAL CHARITABLE OPERATIONS 10,000 WIRE TRANSFER 0    
NORTH AMERICA NUTRITION / FOOD SECURITY 10,000 WIRE TRANSFER 0    
NORTH AMERICA GENERAL CHARITABLE OPERATIONS 14,779 WIRE TRANSFER 0    
NORTH AMERICA HEALTH / GENERAL CHARITABLE OPERATIONS 10,421 WIRE TRANSFER 0    
EUROPE GENERAL CHARITABLE OPERATIONS 107,820 WIRE TRANSFER 0    
EAST ASIA & PACIFIC HEALTH 12,042 WIRE TRANSFER 0    
EAST ASIA & PACIFIC ENVIRONMENT 9,937 WIRE TRANSFER 0    
SOUTH AMERICA DISASTER RELIEF & PUBLIC SAFETY 89,000 WIRE TRANSFER 0    
SOUTH AMERICA DISASTER RELIEF & PUBLIC SAFETY, EDUCATION, GENERAL CHARITABLE OPERATIONS 212,714 WIRE TRANSFER 0    
NORTH AMERICA EDUCATION & GENERAL CHARITABLE OPERATIONS, DISASTER RELIEF & PUBLIC SAFETY 104,770 WIRE TRANSFER 0    
SUB-SAHARAN AFRICA EDUCATION, DISASTER RELIEF & PUBLIC SAFETY 19,800 WIRE TRANSFER 0    
SUB-SAHARAN AFRICA DISASTER RELIEF & PUBLIC SAFETY 16,050 WIRE TRANSFER 0    
NORTH AMERICA EDUCATION & GENERAL CHARITABLE OPERATIONS 42,374 WIRE TRANSFER 0    
EUROPE GENERAL CHARITABLE OPERATIONS, DISASTER RELIEF & PUBLIC SAFETY 26,936 WIRE TRANSFER 0    
NORTH AMERICA GENERAL CHARITABLE OPERATIONS 392,000 WIRE TRANSFER 0    
SOUTH ASIA DISASTER RELIEF & PUBLIC SAFETY 207,993 WIRE TRANSFER 0    
SOUTH ASIA EDUCATION & GENERAL CHARITABLE OPERATIONS, DISASTER RELIEF & PUBLIC SAFETY 9,238,627 WIRE TRANSFER 0    
SOUTH ASIA DISASTER RELIEF & PUBLIC SAFETY 475,459 WIRE TRANSFER 0    
SOUTH ASIA DISASTER RELIEF & PUBLIC SAFETY 316,056 WIRE TRANSFER 0    
SOUTH ASIA EDUCATION, COMMUNITY DEVELOPMENT, DISASTER RELIEF & PUBLIC SAFETY 2,604,191 WIRE TRANSFER 0    
SOUTH ASIA DISASTER RELIEF & PUBLIC SAFETY 2,463,133 WIRE TRANSFER 0    
CENTRAL AMERICA & THE CARIBBEAN DISASTER RELIEF & PUBLIC SAFETY 9,999 WIRE TRANSFER 0    
SOUTH ASIA EDUCATION, DISASTER RELIEF & PUBLIC SAFETY 447,422 WIRE TRANSFER 0    
SOUTH AMERICA EDUCATION, DISASTER RELIEF & PUBLIC SAFETY 28,694 WIRE TRANSFER 0    
EUROPE DISASTER RELIEF & PUBLIC SAFETY 9,000 WIRE TRANSFER 0    
SUB-SAHARAN AFRICA GENERAL CHARITABLE OPERATIONS, DISASTER RELIEF & PUBLIC SAFETY 110,000 WIRE TRANSFER 0    
NORTH AMERICA GENERAL CHARITABLE OPERATIONS 75,000 WIRE TRANSFER 0    
EUROPE EDUCATION, DISASTER RELIEF & PUBLIC SAFETY 41,092 WIRE TRANSFER 0    
CENTRAL AMERICA & THE CARIBBEAN DISASTER RELIEF & PUBLIC SAFETY 5,714 WIRE TRANSFER 0    
EUROPE NUTRITION / FOOD SECURITY/ OPERATIONS/ COMMUNITY DEVELOPMENT/ EDUCATION/ INCOME/ POVERTY REDUCTION/ DISASTER RELIEF/ PUBLIC SAFETY 226,057 WIRE TRANSFER 0    
NORTH AMERICA GENERAL CHARITABLE OPERATIONS 103,150 WIRE TRANSFER 0    
EUROPE DISASTER RELIEF & PUBLIC SAFETY 50,000 WIRE TRANSFER 0    
EAST ASIA & PACIFIC EDUCATION 30,000 WIRE TRANSFER 0    
EUROPE EDUCATION 20,000 WIRE TRANSFER 0    
EAST ASIA & PACIFIC NUTRITION / FOOD SECURITY 38,095 WIRE TRANSFER 0    
EUROPE EDUCATION 75,000 WIRE TRANSFER 0    
SOUTH ASIA DISASTER RELIEF & PUBLIC SAFETY 133,333 WIRE TRANSFER 0    
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
182
3 Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2021
Schedule F (Form 990) 2021Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
noncash
assistance 		(g) Description
of noncash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2021
Schedule F (Form 990) 2021
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2021
Schedule F (Form 990) 2021
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.
ReturnReference Explanation
PART I, LINE 2: PROCEDURES FOR MONITORING USE OF GRANT FUNDS GRANTEES ARE REQUIRED TO SUBMIT A NARRATIVE PROPOSAL AND BUDGET ABOUT THE PROJECT FOR WHICH FUNDING IS BEING REQUESTED, IN ORDER TO BE CONSIDERED FOR FUNDING. WHEN FUNDS ARE AWARDED, THE GRANTEE IS REQUIRED TO SIGN A BINDING CONTRACT WHICH ESTABLISHES THE PURPOSE OF THE FUNDING AND REQUIRES THE SUBMISSION OF AN INTERIM AND FINAL FINANCIAL REPORT, ALONG WITH THE NARRATIVE REPORTS, DETAILING THE ACTUAL EXPENSES AND DESCRIBING THE ACTUAL USAGE OF THE AWARDED FUNDS. THE FINANCIAL REPORTS MUST BE SIGNED BY AUTHORIZED FINANCE PERSONNEL OF THE GRANTEE ORGANIZATION. THESE REPORTS ARE THEN REVIEWED BY THE UNITED WAY WORLDWIDE MANAGER OVERSEEING THE PROJECT(S), AND THEN COMPARED TO THE ORIGINAL PROPOSAL SUBMITTED WHEN THE FUNDING WAS REQUESTED.
PART I, LINE 3: INVESTMENT IN EAST ASIA AND THE PACIFIC UNITED WAY WORLDWIDE HAS A 100% INVESTMENT IN UNITED WAY WORLDWIDE (ASIA) LIMITED, A TAX EXEMPT ENTITY IN HONG KONG. SEE SCHEDULE R, PART II. AS A WHOLLY OWNED SUBSIDIARY, INVESTMENT IN UNITED WAY (ASIA) LIMITED IS CARRIED AT A VALUE OF $0.00 AND ITS EXPENSES REPORTED AS FOREIGN GRANT EXPENSE ON SCHEDULE F.
PART III ACCOUNTING METHOD:  
SCHEDULE F, PART I, LINE 3 METHOD TO ACCOUNT FOR EXPENDITURES ON ORG'S FINANCIAL STATEMENTS RUSSIA AND NEIGHBORING STATES: OTHER ALL OTHER REGIONS: ACCRUAL
SCHEDULE F, PART II POPULATION OF GRANTS TO ORGANIZATIONS OUTSIDE THE U.S. SCHEDULE F, PART II, LINE 1 INCLUDES A LIST OF EACH INDIVIDUAL GRANT TO THE ORGANIZATIONS THAT CUMULATIVELY RECEIVED MORE THAN $5,000 FROM UWW. SCHEDULE F, PART II, LINE 2 IS THE COUNT OF UNIQUE ORGANIZATIONS THAT CUMULATIVELY RECEIVED MORE THAN $5,000 IN 2021 FROM UWW. SCHEDULE F, PART II, LINE 1 METHOD TO ACCOUNT FOR EXPENDITURES ON ORG'S FINANCIAL STATEMENTS ALL REGIONS: ACCRUAL
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2021
Additional Data


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Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
Name of the organization
UNITED WAY WORLDWIDE
 
Employer identification number
13-1635294
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
(if applicable)		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
noncash assistance		 (h) Purpose of grant
or assistance
(1) 211 BIG BEND INC
1801 SOUTH GADSDEN STREET
TALLAHASSEE,FL32301 		51-0201771 501(C)(3) 89,828 0     DISASTER RELIEF, HEALTH, HUMAN & SOCIAL SERVICES
(2) 211 INFORMATION AND RESOURCE CENTER
PO BOX 6683
EUREKA,CA95502 		45-5092911 501(C)(3) 5,500 0     INCOME / POVERTY REDUCTION
(3) 2-1-1 ORANGE COUNTY
1505 E 17TH STREET SUITE 108
SANTA ANA,CA92705 		33-0063532 501(C)(3) 56,006 0     HEALTH, DISASTER RELIEF
(4) 211 PALM BEACH TREASURE COAST INC
PO BOX 3588
LANTANA,FL334653588 		23-7153017 501(C)(3) 25,000 0     HUMAN & SOCIAL SERVICES
(5) 211 WISCONSIN
2059 ATWOOD AVE
MADISON,WI53704 		20-1376669 501(C)(3) 45,000 0     HUMAN & SOCIAL SERVICES, DISASTER RELIEF
(6) ASSOCIATION OF LOUISIANA UNITED WAYS
PO BOX 3416
BATON ROUGE,LA70821 		20-4586416 501(C)(3) 25,000 0     DISASTER RELIEF
(7) BLACK RIVER UNITED WAY INC
PO BOX 1065
GEORGETOWN,SC294421065 		57-0526145 501(C)(3) 7,000 0     GENERAL CHARITABLE OPERATIONS
(8) CAPE FEAR AREA UNITED WAY INC
5919 OLEANDER DRIVE SUITE 115
WILMINGTON,NC28403 		56-0529949 501(C)(3) 6,980 0     GENERAL CHARITABLE OPERATIONS
(9) DELAWARE HELPLINE INC
625 N ORANGE ST 3RD FLOOR
WILMINGTON,DE19801 		51-0376406 501(C)(3) 20,000 0     DISASTER RELIEF
(10) EDEN 18 R
570 B STREET
HAYWARD,CA94541 		94-2339050 501(C)(3) 20,487 0     HEALTH & HUMAN SERVICES
(11) FIRST CALL FOR HELP OF BROWARD INC DBA 2-1-1 BROWARD
250 NE 33 STREET
OAKLAND PARK,FL33334 		65-0589294 501(C)(3) 107,888 0     DISASTER RELIEF
(12) FRONTIER BEHAVIORAL HEALTH
107 SOUTH DIVISION ST
SPOKANE,WA99202 		91-0853801 501(C)(3) 10,000 0     HEALTH & HUMAN SERVICES
(13) GRANITE UNITED WAY
22 CONCORD STREET SUITE 2
MANCHESTER,NH031011817 		02-6006033 501(C)(3) 60,000 0     DISASTER RELIEF, INCOME / POVERTY REDUCTION
(14) GREATER TWIN CITIES UNITED WAY
404 S 8TH STREET
MINNEAPOLIS,MN554041027 		41-1973442 501(C)(3) 37,756 0     HEALTH, HUMAN & SOCIAL SERVICES, GENERAL CHARITABLE OPERATIONS
(15) HEART OF WEST MICHIGAN UNITED WAY
UW CENTER 118 COMMERCE AVENUE SW
STE 100
GRAND RAPIDS,MI495034106 		38-1360923 501(C)(3) 5,850 0     COMMUNITY ENGAGEMENT, GENERAL CHARITABLE OPERATIONS
(16) HELPLINE CENTER INC
1000 N WEST AVE SUITE 310
SIOUX FALLS,SD571041314 		23-7424387 501(C)(3) 112,868 0     HEALTH & HUMAN SERVICES, DISASTER RELIEF
(17) IMPACT INC
6737 W WASHINGTON STREET SUITE 2225
MILWAUKEE,WI53214 		39-0988784 501(C)(3) 10,000 0     HEALTH & HUMAN SERVICES
(18) INFO LINE OF SAN DIEGO COUNTY
DBA 211 SAN DIEGO 3860 CALLE
FORTUNADA STE 101
SAN DIEGO,CA92123 		33-1029843 501(C)(3) 154,221 0     HEALTH, HUMAN & SOCIAL SERVICES, DISASTER RELIEF
(19) INFORMATION & REFERRAL FEDERATION OF LOS ANGELES COUNTY
DBA 211 LA COUNTY 526 W LAS TUNAS
SAN GABRIEL,CA91776 		95-3510017 501(C)(3) 58,134 0     HEALTH & HUMAN SERVICES, INCOME / POVERTY REDUCTION
(20) INTERFACE CHILDREN & FAMILY SERVICES
4001 MISSION OAKS BLVD
CAMARILLO,CA93012 		95-2944459 501(C)(3) 178,930 0     HEALTH & HUMAN SERVICES
(21) MASS211
46 PARK STREET 4TH FLOOR
FRAMINGHAM,MA01702 		04-3514643 501(C)(3) 15,000 0     INCOME / POVERTY REDUCTION
(22) METRO UNITED WAY
PO BOX 4488
LOUISVILLE,KY402040488 		61-0444680 501(C)(3) 165,000 0     HEALTH, HUMAN, & SOCIAL SERVICES
(23) MILE HIGH UNITED WAY INC
PO BOX 5547
DENVER,CO802179425 		84-0404235 501(C)(3) 61,817 0     HEALTH & HUMAN & SOCIAL SERVICES
(24) MONEY MANAGEMENT INTERNATIONAL INC
14141 SOUTHWEST FREEWAY
SUGAR LAND,NV77478 		54-1837741 501(C)(3) 60,000 0     HEALTH, HUMAN & SOCIAL SERVICES
(25) NJ211 PARTNERSHIP
16 WING DRIVE SUITE 201
CEDAR KNOLLS,NJ07927 		22-3338917 501(C)(3) 353,553 0     HEALTH, HUMAN & SOCIAL SERVICES
(26) POLARIS
PO BOX 65323
WASHINGTON,DC20035 		03-0391561 501(C)(3) 100,000 0     HUMAN & SOCIAL SERVICES
(27) RAPPAHANNOCK UNITED WAY INC
3310 SHANNON PARK DRIVE
FREDERICKSBURG,VA22408 		54-6042936 501(C)(3) 27,800 0     INCOME / POVERTY REDUCTION, HEALTH & HUMAN SERVICES
(28) SIOUX EMPIRE UNITED WAY INC
1000 N WEST AVE STE 120
SIOUX FALLS,SD571041314 		46-0233701 501(C)(3) 33,250 0     GENERAL CHARITABLE OPERATIONS
(29) SOLARICRISIS RESPONSE NETWORK INC
1275 W WASHINGTON STREET SUITE 108
TEMPE,AZ85281 		26-0446321 501(C)(3) 60,000 0     HEALTH, HUMAN & SOCIAL SERVICES
(30) THE HUMAN TRAFFICKING LEGAL CENTER
1030 15TH STREET NW 104B
WASHINGTON,DC20005 		46-1349584 501(C)(3) 15,000 0     HUMAN & SOCIAL SERVICES
(31) TREMENDOUS
228 PARK AVE STE 62949
NEW YORK,NY10003 		27-3255372 501(C)(3) 80,000 0     HEALTH & HUMAN SERVICES
(32) UNITED WAY - SELMA & DALLAS COUNTY
PO BOX 298
SELMA,AL367020298 		63-0340874 501(C)(3) 25,360 0     GENERAL CHARITABLE OPERATIONS
(33) UNITED WAY ASSOCIATION OF SOUTH CAROLINA
914 RICHLAND STREET SUITE A200
COLUMBIA,SC29201 		57-0515275 501(C)(3) 10,000 0     DISASTER RELIEF
(34) UNITED WAY FOR GREATER AUSTIN
2000 E MARTIN LUTHER KING JR
BOULEVARD
AUSTIN,TX787021340 		74-1193439 501(C)(3) 84,000 0     HEALTH, HUMAN & SOCIAL SERVICES
(35) UNITED WAY FOR SOUTHEASTERN MICHIGAN
660 WOODWARD AVE SUITE 300
DETROIT,MI48226 		20-3099071 501(C)(3) 39,500 0     HEALTH & HUMAN SERVICES, GENERAL CHARITABLE OPERATIONS
(36) UNITED WAY OF ALABAMA
8 COMMERCE STREET SUITE 1140
MONTGOMERY,AL36104 		63-1095898 501(C)(3) 50,000 0     HEALTH
(37) UNITED WAY OF BRAZORIA COUNTY
PO BOX 1959
ANGLETON,TX775161959 		74-1362982 501(C)(3) 10,000 0     DISASTER RELIEF
(38) UNITED WAY OF BUFFALO & ERIE COUNTY
742 DELAWARE AVE
BUFFALO,NY142092295 		16-0743969 501(C)(3) 20,160 0     INCOME / POVERTY REDUCTION, GENERAL CHARITABLE OPERATIONS
(39) UNITED WAY OF CALHOUN COUNTY
PO BOX 571
PORT LAVACA,TX779790571 		74-6021994 501(C)(3) 10,000 0     COMMUNITY ENGAGEMENT
(40) UNITED WAY OF CALIFORNIA
1107 FAIR OAKS AVENUE SUITE 12
SOUTH PASADENA,CA91030 		94-1646369 501(C)(3) 611,000 0     COMMUNITY ENGAGEMENT, HEALTH & HUMAN SERVICES
(41) UNITED WAY OF CENTRAL & SOUTHERN UTAH
PO BOX 135
PROVO,UT846030135 		94-2851681 501(C)(3) 42,500 0     HEALTH, HUMAN & SOCIAL SERVICES, INCOME / POVERTY REDUCTION
(42) UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT
30 LAUREL ST
HARTFORD,CT061061374 		06-0646653 501(C)(3) 75,850 0     COMMUNITY ENGAGEMENT, INCOME / POVERTY REDUCTION, GENERAL CHARITABLE OPERATIONS
(43) UNITED WAY OF CENTRAL GEORGIA INC
277 MARTIN LUTHER KING JR BLVD STE
301
MACON,GA312021302 		58-0639811 501(C)(3) 51,620 0     HEALTH & HUMAN SERVICES, GENERAL CHARITABLE OPERATIONS
(44) UNITED WAY OF CENTRAL MARYLAND
PO BOX 1576
BALTIMORE,MD21203 		52-0591543 501(C)(3) 41,387 0     HEALTH, HUMAN, & SOCIAL SERVICES
(45) UNITED WAY OF CENTRAL NEW MEXICO
2340 ALAMO AVE SE 2ND FL
ALBUQUERQUE,NM87106 		85-0277138 501(C)(3) 129,750 0     HEALTH, GENERAL CHARITABLE OPERATIONS
(46) UNITED WAY OF CENTRAL OHIO
360 S 3RD ST
COLUMBUS,OH432155412 		31-4393712 501(C)(3) 85,392 0     EDUCATION, COMMUNITY ENGAGEMENT, GENERAL CHARITABLE OPERATIONS
(47) UNITED WAY OF CENTRAL WEST VIRGINIA
ONE UNITED WAY SQUARE
CHARLESTON,WV25301 		55-0402755 501(C)(3) 20,000 0     DISASTER RELIEF
(48) UNITED WAY OF CONNECTICUT
1344 SILAS DEANE HWY
ROCKY HILL,CT060671342 		06-1084194 501(C)(3) 53,536 0     HEALTH & HUMAN SERVICES, DISASTER RELIEF
(49) UNITED WAY OF DANE COUNTY INC
PO BOX 7548
MADISON,WI537077548 		39-0817532 501(C)(3) 10,000 0     HEALTH & HUMAN SERVICES
(50) UNITED WAY OF DELAWARE
625 N ORANGE ST
WILMINGTON,DE198011785 		51-0073399 501(C)(3) 19,000 0     GENERAL CHARITABLE OPERATIONS
(51) UNITED WAY OF EAST CENTRAL IOWA
317 7TH AVE SE 401
CEDAR RAPIDS,IA52401 		42-0861239 501(C)(3) 7,500 0     COMMUNITY ENGAGEMENT, GENERAL CHARITABLE OPERATIONS
(52) UNITED WAY OF EAST TENNESSEE HIGHLANDS
PO BOX 4039
JOHNSON CITY,TN376024039 		62-6001105 501(C)(3) 33,250 0     GENERAL CHARITABLE OPERATIONS
(53) UNITED WAY OF FRANKLIN COUNTY
PO BOX 47
CHAMBERSBURG,PA172010047 		25-1730590 501(C)(3) 19,000 0     GENERAL CHARITABLE OPERATIONS
(54) UNITED WAY OF FREDERICK COUNTY INC
629 NMARKET STREET
FREDERICK,MD21701 		52-0607973 501(C)(3) 90,000 0     HEALTH & HUMAN SERVICES
(55) UNITED WAY OF FRESNO AND MADERA COUNTIES
4949 EAST KINGS CANYON ROAD
FRESNO,CA937273812 		94-1156514 501(C)(3) 10,000 0     DISASTER RELIEF
(56) UNITED WAY OF GREATER ATLANTA
40 COURTLAND ST NE STE 300
ATLANTA,GA30303 		58-0566194 501(C)(3) 327,446 0     HEALTH & HUMAN SERVICES, DISASTER RELIEF, COMMUNITY ENGAGEMENT AND GENERAL CHARITABLE OPERATIONS
(57) UNITED WAY OF GREATER CINCINNATI
2400 READING RD
CINCINNATI,OH452021458 		31-0537502 501(C)(3) 33,390 0     GENERAL CHARITABLE OPERATIONS
(58) UNITED WAY OF GREATER CLEVELAND
1331 EUCLID AVE
CLEVELAND,OH441151819 		34-6516654 501(C)(3) 34,000 0     HEALTH & HUMAN SERVICES
(59) UNITED WAY OF GREATER HIGH POINT INC
815 PHILLIPS AVE
HIGH POINT,NC272624805 		56-0547486 501(C)(3) 10,450 0     GENERAL CHARITABLE OPERATIONS
(60) UNITED WAY OF GREATER HOUSTON
50 WAUGH DRIVE
HOUSTON,TX77007 		74-1167964 501(C)(3) 254,872 0     HEALTH, HUMAN & SOCIAL SERVICES, INCOME / POVERTY REDUCTION
(61) UNITED WAY OF GREATER KANSAS CITY
801 WEST 47TH STREET SUITE 500
KANSAS CITY,MO641121377 		44-0545812 501(C)(3) 92,500 0     HEALTH & HUMAN SERVICES, GENERAL CHARITABLE OPERATIONS
(62) UNITED WAY OF GREATER KINGSPORT INC
301 LOUIS STREET STE 201
KINGSPORT,TN37660 		62-0481461 501(C)(3) 9,500 0     GENERAL CHARITABLE OPERATIONS
(63) UNITED WAY OF GREATER LOS ANGELES
1150 S OLIVE ST SUITE T500
LOS ANGELES,CA90015 		95-2274801 501(C)(3) 61,953 0     INCOME / POVERTY REDUCTION, GENERAL CHARITABLE OPERATIONS
(64) UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY
225 W VINE ST
MILWAUKEE,WI532123935 		39-0806190 501(C)(3) 96,000 0     COMMUNITY ENGAGEMENT, INCOME / POVERTY REDUCTION, HEALTH
(65) UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY
PO BOX 15760
PHILADELPHIA,PA19103 		23-1556045 501(C)(3) 130,020 0     DISASTER RELIEF, HEALTH & HUMAN SERVICES, GENERAL CHARITABLE OPERATIONS
(66) UNITED WAY OF GREATER RICHMOND & PETERSBURG
PO BOX 11807
RICHMOND,VA23230 		23-7375346 501(C)(3) 15,010 0     HEALTH & HUMAN SERVICES, GENERAL CHARITABLE OPERATIONS
(67) UNITED WAY OF GREATER ST LOUIS INC
910 NORTH 11TH STREET
SAINT LOUIS,MO63101 		43-0714167 501(C)(3) 135,270 0     HEALTH & HUMAN SERVICES, COMMUNITY ENGAGEMENT, GENERAL CHARITABLE OPERATIONS
(68) UNITED WAY OF GREATER TRIANGLE INC
PO BOX 110387
RESEARCH TRIANGLE PARK,NC27709 		56-1949103 501(C)(3) 125,000 0     HEALTH
(69) UNITED WAY OF JACKSON COUNTY
536 N JACKSON STREET
JACKSON,MI49201 		38-1368341 501(C)(3) 25,000 0     HEALTH & HUMAN SERVICES
(70) UNITED WAY OF KENTUCKY
PO BOX 4653
LOUISVILLE,KY402040653 		31-1106795 501(C)(3) 21,000 0     DISASTER RELIEF, INCOME / POVERTY REDUCTION
(71) UNITED WAY OF KING COUNTY
720 SECOND AVENUE
SEATTLE,WA981041702 		91-0565555 501(C)(3) 420,080 0     HEALTH & HUMAN SERVICES, GENERAL CHARITABLE OPERATIONS
(72) UNITED WAY OF LAKE COUNTY INC
330 SOUTH GREENLEAF STREET
GURNEE,IL600313389 		36-2167949 501(C)(3) 20,000 0     DISASTER RELIEF
(73) UNITED WAY OF LANCASTER COUNTY
630 JANET AVE
LANCASTER,PA17601 		23-1352093 501(C)(3) 15,010 0     HEALTH & HUMAN SERVICES, GENERAL CHARITABLE OPERATIONS
(74) UNITED WAY OF LINCOLN & LANCASTER COUNTY
238 S 13TH ST STE 100
LINCOLN,NE68508 		47-0376624 501(C)(3) 40,544 0     HEALTH & HUMAN SERVICES, COMMUNITY ENGAGEMENT
(75) UNITED WAY OF LONG ISLAND
819 GRAND BOULEVARD
DEER PARK,NY117295703 		11-6042392 501(C)(3) 110,780 0     HEALTH & HUMAN SERVICES, INCOME / POVERTY REDUCTION
(76) UNITED WAY OF LOWNDES COUNTY
PO BOX 266
COLUMBUS,MS397030266 		64-0567987 501(C)(3) 5,530 0     GENERAL CHARITABLE OPERATIONS
(77) UNITED WAY OF MADISON COUNTY INC
701 ANDREW JACKSON WAY
HUNTSVILLE,AL35801 		63-0366294 501(C)(3) 44,080 0     HEALTH & HUMAN SERVICES, GENERAL CHARITABLE OPERATIONS
(78) UNITED WAY OF MASSACHUSETTS BAY AND MERRIMACK VALLEY
51 SLEEPER STREET
BOSTON,MA02210 		04-2382233 501(C)(3) 70,518 0     INCOME / POVERTY REDUCTION, GENERAL CHARITABLE OPERATIONS
(79) UNITED WAY OF METROPOLITAN CHICAGO
333 SOUTH WABASH AVENUE 30TH FLOOR
CHICAGO,IL60604 		30-0200478 501(C)(3) 24,778 0     GENERAL CHARITABLE OPERATIONS
(80) UNITED WAY OF METROPOLITAN DALLAS INC
1800 N LAMAR STREET
DALLAS,TX75202 		75-6005352 501(C)(3) 49,538 0     HEALTH & HUMAN SERVICES, GENERAL CHARITABLE OPERATIONS
(81) UNITED WAY OF MIDLAND COUNTY
220 WEST MAIN ST STE 100
MIDLAND,MI486405137 		38-1434224 501(C)(3) 25,000 0     DISASTER RELIEF
(82) UNITED WAY OF NEW YORK CITY
205 EAST 42ND STREET 12TH FLOOR
NEW YORK,NY10017 		13-2617681 501(C)(3) 654,739 0     HEALTH & HUMAN SERVICES, GENERAL CHARITABLE OPERATIONS
(83) UNITED WAY OF NORTH CAROLINA
1130 KILDARE FARM ROAD SUITE 100
CARY,NC27511 		56-0564547 501(C)(3) 45,000 0     DISASTER RELIEF, HUMAN & SOCIAL SERVICES
(84) UNITED WAY OF NORTHEAST FLORIDA INC
40 E ADAMS STREET SUITE 200
JACKSONVILLE,FL32202 		59-0637825 501(C)(3) 83,780 0     HEALTH, COMMUNITY ENGAGEMENT, HUMAN SERVICES, GENERAL CHARITABLE OPERATIONS
(85) UNITED WAY OF NORTHERN UTAH
2955 HARRISON BOULEVARD SUITE 201
OGDEN,UT84403 		87-0224251 501(C)(3) 19,000 0     GENERAL CHARITABLE OPERATIONS
(86) UNITED WAY OF NORTHWEST ALABAMA
PO BOX 1228
FLORENCE,AL356311228 		63-0873878 501(C)(3) 20,000 0     HEALTH & HUMAN SERVICES, DISASTER RELIEF
(87) UNITED WAY OF NORTHWEST ARKANSAS
100 PARKWOOD ST
LOWELL,AR72745 		71-0305700 501(C)(3) 102,721 0     HEALTH & HUMAN SERVICES, GENERAL CHARITABLE OPERATIONS
(88) UNITED WAY OF NORTHWEST LOUISIANA
820 JORDAN STREET SUITE 370
SHREVEPORT,LA71101 		72-0503930 501(C)(3) 5,700 0     GENERAL CHARITABLE OPERATIONS
(89) UNITED WAY OF ORANGE COUNTY
PO BOX 1583
ORANGE,TX776311583 		74-6023140 501(C)(3) 11,370 0     DISASTER RELIEF, GENERAL CHARITABLE OPERATIONS
(90) UNITED WAY OF PENNSYLVANIA
20 ERFORD ROAD SUITE 215
LEMOYNE,PA17043 		23-1672348 501(C)(3) 20,000 0     INCOME / POVERTY REDUCTION
(91) UNITED WAY OF PIERCE COUNTY
PO BOX 2215
TACOMA,WA984012215 		91-0650669 501(C)(3) 80,557 0     HEALTH, HUMAN & SOCIAL SERVICES, COMMUNITY ENGAGEMENT
(92) UNITED WAY OF SALT LAKE
257 E 200 SOUTH SUITE 300
SALT LAKE CITY,UT841118099 		87-0227091 501(C)(3) 262,768 0     HEALTH & HUMAN SERVICES, GENERAL CHARITABLE OPERATIONS
(93) UNITED WAY OF SAN ANTONIO AND BEXAR COUNTY
PO BOX 898
SAN ANTONIO,TX782930898 		74-1272381 501(C)(3) 36,270 0     COMMUNITY ENGAGEMENT, GENERAL CHARITABLE OPERATIONS
(94) UNITED WAY OF SAN LUIS OBISPO COUNTY
PO BOX 14309
SAN LUIS OBISPO,CA934064309 		95-3459538 501(C)(3) 7,500 0     DISASTER RELIEF
(95) UNITED WAY OF SOUTHEAST LOUISIANA
2515 CANAL STREET
NEW ORLEANS,LA701196435 		72-0471369 501(C)(3) 208,202 0     HUMAN & SOCIAL SERVICES, COMMUNITY ENGAGEMENT, GENERAL CHARITABLE OPERATIONS
(96) UNITED WAY OF SOUTHERN CAMERON COUNTY
634 EAST LEVEE ST
BROWNSVILLE,TX78520 		74-1241385 501(C)(3) 150,000 0     HUMAN & SOCIAL SERVICES
(97) UNITED WAY OF SOUTHERN MAINE
550 FOREST AVE SUITE 100
PORTLAND,ME04101 		01-0241767 501(C)(3) 40,000 0     INCOME / POVERTY REDUCTION
(98) UNITED WAY OF SOUTHERN NEVADA
PO BOX 30910
LAS VEGAS,NV89173 		88-0071328 501(C)(3) 170,000 0     INCOME / POVERTY REDUCTION, HUMAN & SOCIAL SERVICES
(99) UNITED WAY OF SOUTHWEST GEORGIA
PO BOX 70429
ALBANY,GA317080429 		58-0655156 501(C)(3) 5,425 0     GENERAL CHARITABLE OPERATIONS
(100) UNITED WAY OF SOUTHWESTERN PENNSYLVANIA
PO BOX 735
PITTSBURGH,PA152300735 		28-1043578 501(C)(3) 45,489 0     HEALTH
(101) UNITED WAY OF SUMMIT COUNTY
37 N HIGH ST
AKRON,OH44308 		34-1169257 501(C)(3) 64,734 0     DISASTER RELIEF, HUMAN & SOCIAL SERVICES
(102) UNITED WAY OF TARRANT COUNTY
PO BOX 4448
FORT WORTH,TX761640448 		75-0858360 501(C)(3) 6,800 0     HUMAN & SOCIAL SERVICES, COMMUNITY ENGAGEMENT
(103) UNITED WAY OF THE BAY AREA
550 KEARNEY STREET SUITE 1000
SAN FRANCISCO,CA94108 		94-1312348 501(C)(3) 33,280 0     INCOME / POVERTY REDUCTION, GENERAL CHARITABLE OPERATIONS
(104) UNITED WAY OF THE COASTAL EMPIRE INC
428 BULL STREET
SAVANNAH,GA314014963 		58-0623603 501(C)(3) 6,260 0     GENERAL CHARITABLE OPERATIONS
(105) UNITED WAY OF THE DUTCHESS - ORANGE REGION
75 MARKET STREET
POUGHKEEPSIE,NY12601 		06-1045698 501(C)(3) 42,000 0     HEALTH, HUMAN, & SOCIAL SERVICES, COMMUNITY ENGAGEMENT
(106) UNITED WAY OF THE EASTERN PANHANDLE
24 DISTRICT WAY SUITE 201
MARTINSBURG,WV25404 		55-6024725 501(C)(3) 9,500 0     GENERAL CHARITABLE OPERATIONS
(107) UNITED WAY OF THE MIDLANDS
1805 HARNEY ST
OMAHA,NE681021908 		47-0376605 501(C)(3) 69,520 0     HEALTH, HUMAN & SOCIAL SERVICES, GENERAL CHARITABLE OPERATIONS
(108) UNITED WAY OF THE MIDLANDS
1818 BLANDING STREET
COLUMBIA,SC29201 		57-0314396 501(C)(3) 10,060 0     COMMUNITY ENGAGEMENT, GENERAL CHARITABLE OPERATIONS
(109) UNITED WAY OF THE MOHAWK VALLEY INC
258 GENESEE ST 1ST FL
UTICA,NY13502 		15-0532074 501(C)(3) 50,120 0     HEALTH & HUMAN SERVICES, GENERAL CHARITABLE OPERATIONS
(110) UNITED WAY OF THE NATIONAL CAPITAL AREA
1577 SPRING HILL RD SUITE 420
VIENNA,VA22182 		53-0234290 501(C)(3) 87,000 0     HEALTH & HUMAN SERVICES
(111) UNITED WAY OF TREASURE VALLEY INC
PO BOX 16330
BOISE,ID83715 		82-0299013 501(C)(3) 33,250 0     GENERAL CHARITABLE OPERATIONS
(112) UNITED WAY OF TRI-COUNTY INC
46 PARK ST
FRAMINGHAM,MA017026652 		04-2104231 501(C)(3) 15,111 0     HEALTH & HUMAN SERVICES
(113) UNITED WAY OF TUCSON AND SOUTHERN ARIZONA
PO BOX 86750
TUCSON,AZ85754 		86-0098932 501(C)(3) 33,250 0     GENERAL CHARITABLE OPERATIONS
(114) UNITED WAY OF WASHINGTON COUNTY MARYLAND INC
83 W WASHINGTON ST STE 101
HAGERSTOWN,MD21740 		52-0691704 501(C)(3) 20,400 0     COMMUNITY ENGAGEMENT, GENERAL CHARITABLE OPERATIONS
(115) UNITED WAY OF WEST FLORIDA INC
1301 W GOVERNMENT ST
PENSACOLA,FL325015314 		59-0651076 501(C)(3) 24,550 0     DISASTER RELIEF, GENERAL CHARITABLE OPERATIONS
(116) UNITED WAY OF WESTCHESTER AND PUTNAM INC
336 CENTRAL PARK AVE
WHITE PLAINS,NY106061500 		13-1997636 501(C)(3) 239,204 0     HEALTH, HUMAN & SOCIAL SERVICES, INCOME / POVERTY REDUCTION
(117) UNITED WAY OF WISCONSIN
2059 ATWOOD AVE
MADISON,WI537046608 		39-1609340 501(C)(3) 76,000 0     COMMUNITY ENGAGEMENT, HEALTH & HUMAN SERVICES
(118) UNITED WAY RETIREES ASSOC
701 N FAIRFAX STREET
ALEXANDRIA,VA22314 		54-2026707 501(C)(3) 30,000 0     GENERAL CHARITABLE OPERATIONS
(119) UNITED WAY SUNCOAST
5201 W KENNEDY BOULEVARD SUITE 600
TAMPA,FL336091820 		59-3725701 501(C)(3) 16,290 0     COMMUNITY ENGAGEMENT, GENERAL CHARITABLE OPERATIONS
(120) VALLEY OF THE SUN UNITED WAY
1515 EAST OSBORN ROAD
PHOENIX,AZ850145318 		86-0104419 501(C)(3) 17,000 0     INCOME / POVERTY REDUCTION, COMMUNITY ENGAGEMENT
(121) VIALINK INC
PO BOX 15409
NEW ORLEANS,LA70175 		72-0706669 501(C)(3) 20,000 0     DISASTER RELIEF
(122) WASHINGTON 211
304 WEST LINCOLN AVE
YAKIMA,WA98902 		02-0554604 501(C)(3) 28,000 0     HEALTH & HUMAN SERVICES
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
122
3
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

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
PART I, LINE 2: PROCEDURES FOR MONITORING USE OF GRANT FUNDS GRANTEES ARE REQUIRED TO SUBMIT A NARRATIVE PROPOSAL AND BUDGET ABOUT THE PROJECT FOR WHICH FUNDING IS BEING REQUESTED, IN ORDER TO BE CONSIDERED FOR FUNDING. WHEN FUNDS ARE AWARDED, THE GRANTEE IS REQUIRED TO SIGN A BINDING CONTRACT WHICH ESTABLISHES THE PURPOSE OF THE FUNDING AND REQUIRED THE SUBMISSION OF AN INTERIM AND FINAL FINANCIAL REPORT, ALONG WITH THE NARRATIVE REPORTS, DETAILING THE ACTUAL EXPENSES AND DESCRIBING THE ACTUAL USAGE OF THE AWARDED FUNDS. THE FINANCIAL REPORTS MUST BE SIGNED BY AUTHORIZED FINANCE PERSONNEL OF THE GRANTEE ORGANIZATION. THESE REPORTS ARE REVIEWED BY THE DESIGNATED UNITED WAY WORLDWIDE MANAGER OVERSEEING THE PROJECT(S), AND THEN COMPARED TO THE ORIGINAL PROPOSAL SUBMITTED WHEN THE FUNDING WAS REQUESTED.
Schedule I (Form 990) 2021



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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
UNITED WAY WORLDWIDE
 
Employer identification number

13-1635294
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2021

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
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1BRIAN GALLAGHER
CHIEF EXEC. OFFICER (TO 02/09/21) 		(i)

(ii)		 82,175
-------------
0 		210,000
-------------
0 		2,888,810
-------------
0 		435,562
-------------
0 		5,599
-------------
0 		3,622,146
-------------
0 		2,083,193
-------------
0
2NEERAJ MEHTA
BOARD MEM/INTERIM CEO (3/1-10/15/21) 		(i)

(ii)		 442,625
-------------
0 		0
-------------
0 		5,622
-------------
0 		0
-------------
0 		0
-------------
0 		448,247
-------------
0 		0
-------------
0
3STANLEY LITTLE
CHIEF EXPERIENCE OFFICER 		(i)

(ii)		 387,333
-------------
0 		0
-------------
0 		12,678
-------------
0 		2,314
-------------
0 		37,690
-------------
0 		440,015
-------------
0 		0
-------------
0
4JOSE FERRAO
INTERNATIONAL PRESIDENT 		(i)

(ii)		 289,386
-------------
0 		0
-------------
0 		52,401
-------------
0 		22,209
-------------
0 		41,263
-------------
0 		405,259
-------------
0 		0
-------------
0
5MARK SUTTON
CHIEF FINANCIAL OFFICER 		(i)

(ii)		 322,245
-------------
0 		0
-------------
0 		9,620
-------------
0 		22,127
-------------
0 		32,531
-------------
0 		386,523
-------------
0 		0
-------------
0
6LEE LOVE
CHIEF INVESTOR RELATIONS OFFICER 		(i)

(ii)		 309,587
-------------
0 		0
-------------
0 		6,683
-------------
0 		11,031
-------------
0 		52,055
-------------
0 		379,356
-------------
0 		0
-------------
0
7STEVE TAYLOR
SENIOR VP & COUNSEL, PUBLIC POLICY 		(i)

(ii)		 286,793
-------------
0 		15,000
-------------
0 		11,264
-------------
0 		21,804
-------------
0 		34,503
-------------
0 		369,364
-------------
0 		0
-------------
0
8PATRICIA TURNER
SR VP & GEN. COUNSEL (TO 12/17/21) 		(i)

(ii)		 254,218
-------------
0 		0
-------------
0 		46,581
-------------
0 		25,338
-------------
0 		22,544
-------------
0 		348,681
-------------
0 		0
-------------
0
9JOHN TAYLOR
CHIEF INFORMATION & TECH. OFFICER 		(i)

(ii)		 269,319
-------------
0 		0
-------------
0 		6,306
-------------
0 		19,638
-------------
0 		18,812
-------------
0 		314,075
-------------
0 		0
-------------
0
10KEVIN CLAYBON
SR VP, DATA INSIGHTS & RESEARCH 		(i)

(ii)		 243,294
-------------
0 		0
-------------
0 		4,113
-------------
0 		9,508
-------------
0 		47,461
-------------
0 		304,376
-------------
0 		0
-------------
0
11SUZANNE MCCORMICK
US NETWORK PRESIDENT 		(i)

(ii)		 221,652
-------------
0 		0
-------------
0 		21,623
-------------
0 		24,484
-------------
0 		30,825
-------------
0 		298,584
-------------
0 		0
-------------
0
12CHRISTINA MACVEIGH
SR VP, NETWORK ENGAGEMENT 		(i)

(ii)		 250,804
-------------
0 		0
-------------
0 		5,392
-------------
0 		8,605
-------------
0 		32,403
-------------
0 		297,204
-------------
0 		0
-------------
0
13BRIAN LACHANCE
SR VP, CHIEF OF STAFF 		(i)

(ii)		 237,246
-------------
0 		0
-------------
0 		10,001
-------------
0 		28,711
-------------
0 		18,317
-------------
0 		294,275
-------------
0 		0
-------------
0
14LORI MALCOLM
CHIEF CULTURE OFFICER (TO 03/28/21) 		(i)

(ii)		 71,046
-------------
0 		0
-------------
0 		118,587
-------------
0 		8,150
-------------
0 		250
-------------
0 		198,033
-------------
0 		0
-------------
0
15WILLIAM BROWNING
CHIEF STRATEGY OFFICER (TO 04/02/21) 		(i)

(ii)		 70,766
-------------
0 		0
-------------
0 		101,428
-------------
0 		6,569
-------------
0 		12,931
-------------
0 		191,694
-------------
0 		0
-------------
0
16ANGELA WILLIAMS
CHIEF EXEC. OFFICER (BEG 10/15/21) 		(i)

(ii)		 125,448
-------------
0 		40,000
-------------
0 		6,091
-------------
0 		0
-------------
0 		6,001
-------------
0 		177,540
-------------
0 		0
-------------
0
Schedule J (Form 990) 2021

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
PART I, LINE 1A THE PRESIDENT & CHIEF EXECUTIVE OFFICER AND A SMALL NUMBER OF OTHER EMPLOYEES WHO ROUTINELY TRAVEL OVERSEAS MAY BE REIMBURSED FOR BUSINESS CLASS AIR TRAVEL (FIRST CLASS IF THERE ARE ONLY TWO CLASSES) WHEN TRAVELING FOR BUSINESS PURPOSES ON FLIGHTS LONGER THAN FOUR HOURS. BECAUSE FREQUENT/EXTENSIVE WORLD TRAVEL IS A REQUIREMENT FOR THESE POSITIONS, THIS BENEFIT IS NOT CONSIDERED COMPENSATION AND IS THEREFORE TREATED AS NON-TAXABLE.
PART I, LINE 3 THE COMPENSATION COMMITTEE ("THE COMMITTEE") OF THE BOARD OF TRUSTEES OF UNITED WAY WORLDWIDE ("UWW") IS RESPONSIBLE FOR GOVERNANCE AND OVERSIGHT OF COMPENSATION AND BENEFITS PROGRAMS FOR THE UWW CHIEF EXECUTIVE OFFICER AND OTHER EXECUTIVE LEVEL STAFF ("EXECUTIVES"), AND FOR ENSURING THAT THE COMPENSATION POLICIES OF UWW ARE CONSISTENT WITH AND IN SUPPORT OF THE ORGANIZATION'S MISSION, VALUES AND GOALS. ON AN ANNUAL BASIS, THE COMMITTEE IS RESPONSIBLE FOR EVALUATING THE PERFORMANCE OF THE CEO AND RECOMMENDING TO THE FULL BOARD OF TRUSTEES FOR APPROVAL ANY ADJUSTMENTS TO HIS OR HER COMPENSATION AND BENEFITS, INCLUDING INCENTIVE AWARDS. THE COMMITTEE IS ALSO RESPONSIBLE FOR REVIEWING AND RECOMMENDING TO THE FULL BOARD OF TRUSTEES FOR APPROVAL INCENTIVE AWARDS AND ANY ADJUSTMENTS TO THE COMPENSATION AND BENEFITS OF THE OTHER EXECUTIVES, WITH INPUT AND RECOMMENDATIONS FROM THE CEO. FINALLY, THE COMMITTEE IS RESPONSIBLE FOR REVIEWING AND RECOMMENDING TO THE FULL BOARD FOR APPROVAL ANY NEW COMPENSATION OR BENEFITS PLANS OR PROGRAMS, OR ANY CHANGES TO EXISTING PLANS AND PROGRAMS THAT RELATE TO THE CEO OR THE EXECUTIVES. THE COMMITTEE ENGAGES A THIRD-PARTY CONSULTANT TO PROVIDE COMPENSATION DATA FROM COMPARABLE ORGANIZATIONS. THE COMMITTEE REVIEWS AND DISCUSSES THAT DATA BEFORE DETERMINING THE COMPENSATION OF THE CEO AND EXECUTIVES. SUCH DECISION IS DOCUMENTED CONTEMPORANEOUSLY BY THE COMMITTEE.
PART I, LINES 4A-B THE AMOUNTS ACCRUED PRIOR TO 2021 IN THE AMOUNT OF $2,083,193 HAVE BEEN PREVIOUSLY REPORTED AS DEFERRED COMPENSATION ON PRIOR YEARS' FORM 990S. THIS AMOUNT WAS INCLUDED IN THE AMOUNT PAID IN 2021, WHEN THE CEO LEFT. WHEN DETERMINING REASONABLE COMPENSATION FOR ITS CHIEF EXECUTIVE, THE BOARD OF UNITED WAY WORLDWIDE DETERMINED THAT A SUPPLEMENTAL DEFERRED RETIREMENT PLAN WAS THE BEST INCENTIVE TO RETAIN AND ATTRACT THE LEADERSHIP IT FELT THE ORGANIZATION NEEDED AT THAT TIME. THE FOLLOWING INDIVIDUALS RECEIVED A SEVERANCE PAYMENT PURSUANT TO THE POLICIES AND PROCEDURES OF UNITED WAY WORLDWIDE UPON SEPARATION. THE SEVERANCE PAYMENTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III) AS PART OF OTHER REPORTABLE COMPENSATION: BRIAN GALLAGHER $497,692 LORI MALCOLM $84,326 WILLIAM BROWNING $73,407
PART I, LINE 7 THE EXECUTIVE MANAGEMENT TEAM IS PAID A BONUS BASED UPON A COMBINATION OF INDIVIDUAL PERFORMANCE, EXECUTIVE MANAGEMENT TEAM PERFORMANCE AND PERFORMANCE OF THE ORGANIZATION. THE METRICS CONSIDERED ARE NOT REVENUE BASED. THE BOARD CONSIDERS THE METRICS AND ARRIVES AT THE BONUS AMOUNT - IT IS NOT A MATRIX BASED ON A SCORE BUT SOMEWHAT DISCRETIONARY.
Schedule J (Form 990) 2021

Additional Data


Software ID:  
Software Version:  
SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
UNITED WAY WORLDWIDE
 
Employer identification number

13-1635294
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 28 749,404 FAIR MARKET VALUE
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 Right pointing arrow large image ( )
26 Other Right pointing arrow large image ( )
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2021)
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, COLUMN (B): SECURITIES - PUBLICLY TRADED REPORTING THE NUMBER OF CONTRIBUTIONS ON SCHEDULE M, PART I, LINE 9.
Schedule M (Form 990) (2021)

Additional Data


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SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
Name of the organization
UNITED WAY WORLDWIDE
 
Employer identification number

13-1635294
Return Reference Explanation
FORM 990, PART III, LINE 1 ORGANIZATION'S MISSION FOR 135 YEARS, THE UNITED WAY NETWORK HAS SERVED AS A VEHICLE FOR VOLUNTEERS, DONORS, PARTNERS AND ADVOCATES WHO SEEK TO CHANGE LIVES AND COMMUNITIES THROUGH SERVICE, COLLABORATION AND IMPACT. AS ONE OF THE WORLD'S LARGEST PRIVATELY FUNDED CHARITIES, THE UNITED WAY NETWORK SERVES 95% OF U.S. COMMUNITIES AND 37 COUNTRIES AND TERRITORIES. IT IMPACTS MORE THAN 48 MILLION PEOPLE EVERY YEAR. UWW SEEKS TO SUPPORT THE NETWORK IN ADVANCING THE COLLECTIVE MISSION OF UNITED WAY TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF COMMUNITIES AROUND THE WORLD.
FORM 990, PART III, LINE 4A PROGRAM SERVICE ACTIVITY 1 DONOR ADVISED GIVING (DOMESTIC AND INTERNATIONAL) - THE UNITED WAY DONOR ADVISED GIVING PROGRAM (DAF & IDAG) FACILITATES GRANTS TO DOMESTIC AND INTERNATIONAL ORGANIZATIONS, BASED ON RECOMMENDATIONS BY PROGRAM CONTRIBUTORS, THAT MEET PROGRAMMATIC OR GEOGRAPHIC INTERESTS OF BOTH THE DONOR AND UNITED WAY WORLDWIDE. THROUGH DAF AND IDAG, DONORS CAN PROVIDE FUNDING FOR GRANTS TO A VARIETY OF CHARITABLE/NON-GOVERNMENTAL ORGANIZATIONS, SUCH AS SCHOOLS, ORPHANAGES, HOSPITALS, COMMUNITY DEVELOPMENT AND RESEARCH CENTERS AND A NETWORK OF UNITED WAYS IN THE UNITED STATES OF AMERICA AND OTHER COUNTRIES AROUND THE WORLD. GRANTS CAN BE USED FOR CHARITABLE PURPOSES IN A PARTICULAR COUNTRY, REGION, OR FIELD OF INTEREST AND SUPPORT A SPECIFIC CHARITABLE ORGANIZATION INSIDE OR OUTSIDE THE UNITED STATES.
FORM 990, PART III, LINE 4B PROGRAM SERVICE ACTIVITY 2 U.S. NETWORK - THE UNITED WAY WORLDWIDE U.S. NETWORK TEAM PROVIDES GOVERNANCE, RESOURCES DEVELOPMENT, PROGRAM AND CAPACITY BUILDING SUPPORT AND TRAINING TO UNITED WAY MEMBERS WITHIN THE UNITED STATES OF AMERICA. IN ADDITION, THE U.S. NETWORK TEAM SUPPORTS MEMBER GRANT DISTRIBUTIONS SERVICES, COMMUNITY BUILDING, NATIONAL AGENCIES' SUPPORT, VOLUNTEER DEVELOPMENT, EARLY CHILDHOOD DEVELOPMENT, FINANCIAL STABILITY, 2-1-1 INITIATIVE AND BORN LEARNING. IT ALSO PROVIDES REGIONAL AND NATIONAL SUPPORTIVE SERVICES TO MEMBER UNITED WAYS, SUCH AS CRISIS RESPONSE TECHNICAL SUPPORT AND DISASTER LONG-TERM RECOVERY FUND MANAGEMENT.
FORM 990, PART III, LINE 4C DIGITAL SERVICES - THE UNITED WAY WORLDWIDE DIGITAL SERVICES TEAM PROVIDES LEADERSHIP TO THE UNITED WAY NETWORK IN DESIGN, CREATION, AND IMPLEMENTATION OF DIGITAL TECHNOLOGY BASED DONOR ENGAGEMENT STRATEGIES. THROUGH THE USE OF STATE OF THE ART DIGITAL TECHNOLOGIES THAT LEVERAGE THE NETWORK'S DATA RESOURCES, THE DIGITAL SERVICES TEAM MAKES POSSIBLE SECURE, PERSONALIZED, REAL-TIME PHILANTHROPY THAT INCREASES GIVING, ADVOCACY, AND VOLUNTEERISM.
FORM 990, PART VI, SECTION A, LINE 6 CLASSES OF MEMBERS OR STOCKHOLDERS THE ORGANIZATION HAS ONE CLASS OF MEMBERS. MEMBER RIGHTS AND RESPONSIBILITIES ARE DEFINED IN THE MEMBERSHIP LICENSE AGREEMENT. EACH MEMBER HAS ONE VOTE ON MATTERS REQUIRING MEMBER APPROVAL PER THE BYLAWS.
FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OR STOCKHOLDERS ELECTING MEMBERS OF GOVERNING BODY NOMINEES TO THE BOARD OF TRUSTEES MUST BE APPROVED BY THE MEMBERSHIP, BY A MAJORITY VOTE.
FORM 990, PART VI, SECTION A, LINE 7B DECISIONS REQUIRING APPROVAL BY MEMBERS OR STOCKHOLDERS MEMBERS MUST ALSO APPROVE ANY AMENDMENTS TO THE BYLAWS OF THE ORGANIZATION OR ANY EXTRAORDINARY BUSINESS EVENT SUCH AS A MERGER OR SALE OF SUBSTANTIALLY ALL OF THE CORPORATE ASSETS.
FORM 990, PART VI, SECTION B, LINE 11B REVIEW OF FORM 990 BY GOVERNING BODY THE ORGANIZATION'S FORM 990 UNDERGOES A NUMBER OF INTERNAL AND EXTERNAL REVIEWS BEFORE IT IS FILED WITH THE IRS. THE RETURN IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND THEN REVIEWED BY: THE ORGANIZATION'S EXECUTIVE VICE PRESIDENT & CFO, AND BY THE AUDIT COMMITTEE OF THE BOARD. LASTLY, IT IS SENT TO ALL BOARD MEMBERS BEFORE IT IS FILED.
FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY THE CONFLICT OF INTEREST POLICY IS INCLUDED IN THE ORGANIZATION'S CODE OF ETHICS AND ENFORCED BY THE ETHICS OFFICER. ANNUALLY ALL STAFF, AND BOARD MEMBERS ARE REQUIRED TO READ AND CERTIFY TO COMPLIANCE WITH THE CODE OF ETHICS. BOARD MEMBERS ARE REQUIRED ANNUALLY TO FILE WITH THE ETHICS OFFICER A CONFLICT OF INTEREST DECLARATION FORM. THE ETHICS OFFICER USES THE INFORMATION TO ENSURE THAT ANY BOARD MEMBERS WHO HAS A CONFLICT OF INTEREST IN ANY BUSINESS BEFORE THE BOARD IS RECUSED FROM PARTICIPATING IN THAT DECISION AND VOTE.
FORM 990, PART VI, SECTION B, LINE 15 PROCESS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL THE COMPENSATION COMMITTEE ("THE COMMITTEE") OF THE BOARD OF TRUSTEES OF UNITED WAY WORLDWIDE ("UWW") IS RESPONSIBLE FOR GOVERNANCE AND OVERSIGHT OF COMPENSATION AND BENEFITS PROGRAMS FOR THE UWW CHIEF EXECUTIVE OFFICER AND OTHER EXECUTIVE LEVEL STAFF ("EXECUTIVES"), AND FOR ENSURING THAT THE COMPENSATION POLICIES OF UWW ARE CONSISTENT WITH AND IN SUPPORT OF THE ORGANIZATION'S MISSION, VALUES AND GOALS. ON AN ANNUAL BASIS, THE COMMITTEE IS RESPONSIBLE FOR EVALUATING THE PERFORMANCE OF THE CEO AND RECOMMENDING TO THE FULL BOARD OF TRUSTEES FOR APPROVAL ANY ADJUSTMENTS TO HIS OR HER COMPENSATION AND BENEFITS, INCLUDING INCENTIVE AWARDS. THE COMMITTEE IS ALSO RESPONSIBLE FOR REVIEWING AND RECOMMENDING TO THE FULL BOARD OF TRUSTEES FOR APPROVAL INCENTIVE AWARDS AND ANY ADJUSTMENTS TO THE COMPENSATION AND BENEFITS OF THE OTHER EXECUTIVES, WITH INPUT AND RECOMMENDATIONS FROM THE CEO. FINALLY, THE COMMITTEE IS RESPONSIBLE FOR REVIEWING AND RECOMMENDING TO THE FULL BOARD FOR APPROVAL ANY NEW COMPENSATION OR BENEFITS PLANS OR PROGRAMS, OR ANY CHANGES TO EXISTING PLANS AND PROGRAMS THAT RELATE TO THE CEO OR THE EXECUTIVES. THE COMMITTEE ENGAGES A THIRD-PARTY CONSULTANT TO PROVIDE COMPENSATION DATA FROM COMPARABLE ORGANIZATIONS. THE COMMITTEE REVIEWS AND DISCUSSES THAT DATA BEFORE DETERMINING THE COMPENSATION OF THE CEO AND EXECUTIVES. SUCH DECISION IS DOCUMENTED CONTEMPORANEOUSLY BY THE COMMITTEE.
FORM 990, PART VI, SECTION C, LINE 19 REQUIRED DOCUMENTS AVAILABLE TO THE PUBLIC THE ORGANIZATION'S GOVERNING DOCUMENTS, CODE OF ETHICS/CONFLICT OF INTEREST POLICY, AUDITED FINANCIAL STATEMENTS, AND FILED IRS FORM 990 ARE AVAILABLE ON ITS WEBSITE (WWW.UNITEDWAY.ORG).
FORM 990, PART VII, SECTION A LIST OF NON-VOTING U.S.A. BOARD MEMBERS IN ADDITION TO THE VOTING MEMBERS OF THE UNITED WAY WORLDWIDE BOARD OF TRUSTEES, THE FOLLOWING INDIVIDUALS ARE MEMBERS OF THE U.S.A. BOARD OF TRUSTEES: NEERAJ MEHTA, CHAIR OF THE USA BOARD; CYNTHIA FIGUEROA, CHAIR, US MEMBERSHIP ACCOUNTABILITY COMMITTEE (TERM ENDED 5/11/21); JAKE SILVOLA FINCH, CHAIR, US MEMBERSHIP ACCOUNTABILITY COMMITTEE (EFFECTIVE 5/11/21); KATHERINE QUINN, CHAIR, US NOMINATING COMMITTEE; MARK HOWARD, AT-LARGE BOARD MEMBER; ORV KIMBROUGH, AT-LARGE BOARD MEMBER (TERM BEGAN 5/11/21); REKHA MISRA, AT-LARGE BOARD MEMBER (TERM BEGAN 5/11/21); SUSAN SOMERSILLE JOHNSON, AT-LARGE BOARD MEMBER; MARY CATHRYN RICKER, AT-LARGE BOARD MEMBER (TERM ENDED 5/11/21); DAVID SHAFFER, AT-LARGE BOARD MEMBER; LIZ SHULER, AT-LARGE BOARD MEMBER (TERM BEGAN 5/11/21); BYRON SPRUELL, AT-LARGE BOARD MEMBER; DEANNA STRABLE, AT-LARGE BOARD MEMBER; DR. REGINA CUNINGHAM, AT-LARGE BOARD MEMBER (TERM ENDED 1/20/21); JOHN J. DOONER, JR., EMERITUS BOARD MEMBER.
FORM 990, PART IX, LINE 11G CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 17,804,667. MANAGEMENT AND GENERAL EXPENSES 3,432,065. FUNDRAISING EXPENSES 271,360. TOTAL EXPENSES 21,508,092. CONTRACT SERVICES & TEMP SERVICES: PROGRAM SERVICE EXPENSES 2,200,945. MANAGEMENT AND GENERAL EXPENSES 424,259. FUNDRAISING EXPENSES 33,545. TOTAL EXPENSES 2,658,749. PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 342,926. MANAGEMENT AND GENERAL EXPENSES 66,103. FUNDRAISING EXPENSES 5,227. TOTAL EXPENSES 414,256. OTHER PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 382,236. MANAGEMENT AND GENERAL EXPENSES 73,680. FUNDRAISING EXPENSES 5,826. TOTAL EXPENSES 461,742.
FORM 990, PART XI, LINE 9: PENSION-RELATED CHANGES 2,649,177. GAIN ON DEBT EXTINGUISHMENT 2,180,000. GAIN ON CASUALTY 182,692.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2021


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SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet 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
UNITED WAY WORLDWIDE
 
Employer identification number

13-1635294
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity
(1) UNITED WAY DIGITAL HOLDINGS LLC
701 N FAIRFAX STREET
ALEXANDRIA,VA22314
81-5211422 		SOFTWARE DE 0 7,033 UNITED WAY WORLDWIDE
 










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


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1)UNITED WAY WORLDWIDE (ASIA) LIMITED
ROOM 1906 19/F LEE GARDEN ON
CAUSEWAY BAY    
HK
SEE PART VII HK 501(C)(3) LINE 7 UNITED WAY WORLDWIDE
 
Yes
 
(2)UNITED WAY OF THE BAY AREA (TO 63021)
550 KEARNY ST STE 1000

SAN FRANCISCO,CA941082524
94-1312348 		PROVIDE EMPLOYMENT, HOUSING & STABILITY RESOURCES. CA 501(C)(3) LINE 7 UNITED WAY WORLDWIDE
 
Yes
 










For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



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

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




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



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) FRONTSTREAM HOLDINGS LLC

11480 COMMERCE PARK DR SUITE 300
RESTON,VA201911575
38-3913855 		FUNDRAISING CAMPAIGN PLEDGE PROCESSING DE N/A
 C         No
(2) UPPURPOSE INC

3461 RINGSBY CT STE 115
DENVER,CO80216
83-3452153 		SOFTWARE DEVELOPMENT CO UNITED WAY WORLDWIDE
  		C 3,928 400,133 100.000 % Yes  










Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
Yes
 
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) UNITED WAY WORLDWIDE (ASIA) LIMITED

 B 317,893 ACTUAL PAYMENTS
(2) UPPURPOSE INC

 M 1,017,975 ACTUAL PAYMENTS
(3) UNITED WAY OF THE BAY AREA

 L 582,796 ACTUAL PAYMENTS
(4) UNITED WAY OF THE BAY AREA

 P 125,275 ACTUAL PAYMENTS
(5) UNITED WAY OF THE BAY AREA

 E 120,000 AMOUNT OWED

Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

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




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






























Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
SCHEDULE R, PART II, COLUMN (B): UNITED WAY WORLDWIDE (ASIA) LIMITED'S PRIMARY ACTIVITY IS LEADERSHIP AND SUPPORT FOR THE UWW NETWORK MEMBERS IN THE ASIA PACIFIC REGION.
Schedule R (Form 990) 2021

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