Form990


Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
A For the 2023 calendar year, or tax year beginning 07-01-2023 , and ending 06-30-2024
BCheck if applicable:
CName of organization
UNITED WAY OF RHODE ISLAND INC
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
50 VALLEY STREET
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PROVIDENCE, RI02909
D Employer identification number

05-0276059
E Telephone number

G Gross receipts $ 24,848,117
F Name and address of principal officer:
CORTNEY M NICOLATO
50 VALLEY STREET
PROVIDENCE,RI02909
I
Tax-exempt status: (   ) (insert no.) or
J
Website:
WWW.UNITEDWAYRI.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  
K Form of organization:  
L Year of formation: 1926
M State of legal domicile: RI
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: UNITING OUR COMMUNITY AND RESOURCES TO BUILD RACIAL EQUITY AND OPPORTUNITIES FOR ALL RI
2 Check this box
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 19
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 18
5 Total number of individuals employed in calendar year 2023 (Part V, line 2a) ...... 5 95
6 Total number of volunteers (estimate if necessary) ............. 6 1,990
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) ......... 19,476,989 22,374,545
9 Program service revenue (Part VIII, line 2g) ......... 0 0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 1,071,605 1,123,051
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 530,229 569,103
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 21,078,823 24,066,699
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 11,374,489 13,456,505
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) 7,254,971 8,177,087
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) 1,449,656    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 2,926,941 3,944,691
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 21,556,401 25,578,283
19 Revenue less expenses. Subtract line 18 from line 12....... -477,578 -1,511,584
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 28,320,599 31,839,884
21 Total liabilities (Part X, line 26)............. 5,720,090 9,558,641
22 Net assets or fund balances. Subtract line 21 from line 20..... 22,600,509 22,281,243
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
Signature of officer Date
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name

Firm's EIN
Firm's address



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 (2023)
Form 990 (2023)
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: UNITED WAY'S MISSION IS UNITING OUR COMMUNITY AND RESOURCES TO BUILD RACIAL EQUITY AND OPPORTUNITIES FOR ALL RHODE ISLANDERS.
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 $ 5,884,422 including grants of $ 5,884,422 ) (Revenue $   )
COMMUNITY IMPACT FUND GRANTS$4,672,443 TO SUPPORT THE COMMUNITY THROUGH GRANTS TO NONPROFIT AGENCIES IN RHODE ISLAND HELPING TO IMPROVE THE RESULTS OF CHILDREN IN SCHOOL, IMPROVING ACCESS TO AFFORDABLE AND SAFE HOUSING, AND DECREASING FOOD INSECURITY; $567,862 TO ENABLE SUMMER LEARNING; $352,346 FOR ENERGY ASSISTANCE; AND, $291,771 FOR VOLUNTARY INCOME TAX ASSISTANCE TO HELP LOWER INCOME RESIDENTS GET THE HIGHEST TAX REFUND POSSIBLE. DETAILS ON OUR COMMUNITY IMPACT WORK CAN BE VIEWED ON OUR WEBSITE AT WWW.UNITEDWAYRI.ORG.
4b (Code:   ) (Expenses $ 11,412,502 including grants of $ 2,416,422 ) (Revenue $   )
COMMUNITY IMPACT PROGRAM:$7,945,864 TO PROVIDE RESOURCES TO HELP SOLVE COMPELLING SOCIAL AND EDUCATIONAL NEEDS IN RI, COMPLETE RESEARCH AND ANALYTICS OF THOSE NEEDS, AND ADMINISTER GRANTS; $1,469,962 TO RUN THE 2-1-1 CALL CENTER IN RI, ANSWERING OVER 200,000 CALLS FOR THOSE IN NEED; $1,373,414 TO PROVIDE POINT FOR SENIORS & DISABILITY SERVICES, AS CONTRACTED WITH RI OFFICE OF HEALTHY AGING; $401,912 TO SUPPORT THE ADVOCACY WORK; $221,350 TO ENABLE VOLUNTEERS THROUGHOUT RI; INFORMATION ON OUR VOLUNTEER WORK AND OPPORTUNITIES CAN BE FOUND AT WWW.UNITEDWAYRI.ORG/VOLUNTEER.
4c (Code:   ) (Expenses $ 5,155,661 including grants of $ 5,155,661 ) (Revenue $   )
DONOR DESIGNATIONS AND MY FUND $873,964 IN DONOR INVESTMENTS FOR THE ANNUAL UNITED WAY CAMPAIGN WHERE THE DONORS RECOMMEND THAT THEIR GIFTS BE DISBURSED THROUGH UNITED WAY OF RI TO SPECIFIC 501(C)(3) AGENCIES. $4,281,697 IN DONOR INVESTMENTS FOR APPROXIMATELY 525 LEADERSHIP DONORS WHO CHOOSE TO DIRECT THEIR GIFTS TO THEIR UNITED WAY OF RHODE ISLAND MYFUND ACCOUNT (DONOR ADVISED FUND). THESE LEADERSHIP DONORS THEN MADE RECOMMENDATIONS TO UNITED WAY OF RI DURING THE FISCAL YEAR REQUESTING GIFTS TO BE DIRECTED TO 501 (C)(3) AGENCIES. TO LEARN MORE ABOUT DONOR DIRECTED GIVING,PLEASE VISIT OUR WEBSITE AT WWW.UNITEDWAYRI.ORG.
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expenses22,452,585
Form 990 (2023)
Form 990 (2023)
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
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment
List of Attached Documents:
// Content
...
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
List of Attached Documents:
// Content
.............
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
List of Attached Documents:
// Content
.........
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
List of Attached Documents:
// Content
..
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
List of Attached Documents:
// Content
.........................
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
List of Attached Documents:
// Content
....
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
List of Attached Documents:
// Content
..............
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
List of Attached Documents:
// Content
..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
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
List of Attached Documents:
// Content
...................
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
List of Attached Documents:
// Content
.......
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
List of Attached Documents:
// Content
.......
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
List of Attached Documents:
// Content
............
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
List of Attached Documents:
// Content
11e
 
No
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
List of Attached Documents:
// Content
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII
Click to see attachment
List of Attached Documents:
// Content
......................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
List of Attached Documents:
// Content
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
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
List of Attached Documents:
// Content
21
Yes
 
Form 990 (2023)
Form 990 (2023)
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
35b
 
No
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
36
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 (2023)
Form 990 (2023)
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
95
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country:
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
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, or any disqualified or other person 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 (2023)
Form 990 (2023)
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
19
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
18
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe 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
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filed
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:
CORTNEY NICOLATO50 VALLEY STREET   PROVIDENCE,RI02909 (401) 444-0600
Form 990 (2023)
Form 990 (2023)
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, box 6 of 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) CORTNEY NICOLATO......................................................................
PRESIDENT AND CEO
37.50
.................
 
X   X       303,873 0 31,875
(2) DOLPH JOHNSON......................................................................
BOARD CHAIR
1.00
.................
 
X   X       0 0 0
(3) BARBARA CHERNOW......................................................................
TREASURER
1.00
.................
 
X   X       0 0 0
(4) CHRISTOPHER SABITONI......................................................................
SECRETARY (AS OF 8/23)
1.00
.................
 
X   X       0 0 0
(5) ANTHONY BOTELHO......................................................................
VICE CHAIR (AS OF 10/23)
1.00
.................
 
X   X       0 0 0
(6) JAYNE DONEGAN......................................................................
VICE CHAIR
1.00
.................
 
X   X       0 0 0
(7) PAOLA FERNANDEZ......................................................................
VICE CHAIR
1.00
.................
 
X   X       0 0 0
(8) JUNIOR JABBIE......................................................................
VICE CHAIR
1.00
.................
 
X   X       0 0 0
(9) GREGG PERRY......................................................................
VICE CHAIR
1.00
.................
 
X   X       0 0 0
(10) SEAN ROGERS......................................................................
VICE CHAIR (AS OF 10/23)
1.00
.................
 
X   X       0 0 0
(11) RAMONA ROYAL......................................................................
VICE CHAIR (AS OF 3/24)
1.00
.................
 
X   X       0 0 0
(12) ALDEN ANDERSON......................................................................
DIRECTOR (TO 9/23)
1.00
.................
 
X   X       0 0 0
(13) DAVID BONENBERGER......................................................................
DIRECTOR (TO 2/24)
1.00
.................
 
X           0 0 0
(14) BRIAN CARROLL......................................................................
DIRECTOR (TO 6/24)
1.00
.................
 
X           0 0 0
(15) WES COTTER......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(16) JOANNE DALY......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(17) JAMES GALLOWAY......................................................................
DIRECTOR (TO 2/24)
1.00
.................
 
X           0 0 0
Form 990 (2023)
Form 990 (2023)
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) COURTNEY HAWKINS........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(19) WENDY KAGAN........................................................................
DIRECTOR (TO 2/24)
1.00
.......................  
X           0 0 0
(20) KATE KISHFY........................................................................
DIRECTOR (AS OF 10/23)
1.00
.......................  
X           0 0 0
(21) SRINI KRISHNAMURTHY........................................................................
DIRECTOR (AS OF 2/24)
1.00
.......................  
X           0 0 0
(22) YAHAIRA PLACENCIA........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(23) BETSEY PURINTON........................................................................
DIRECTOR (TO 3/24)
1.00
.......................  
X   X       0 0 0
(24) REENA SHEEHAN........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(25) SURESH SWAMINATHAN........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(26) ROBERT BUSH........................................................................
CHIEF STRATEGY & OPERATIONS OFFICER
37.50
.......................  
    X       178,654 0 22,765
(27) MARY ANN CANAVAN........................................................................
CHIEF FINANCIAL OFFICER
37.50
.......................  
    X       144,471 0 20,637
(28) LARRY WARNER........................................................................
CHIEF IMPACT & EQUITY OFFICER
37.50
.......................  
        X   170,549 0 4,958
(29) LYNN CORWIN........................................................................
EXECUTIVE ADVISOR, STRATEGY
37.50
.......................  
        X   125,728 0 31,155
(30) DONNA KANE........................................................................
CONTROLLER
37.50
.......................  
        X   113,298 0 9,905
(31) JESSICA BARRY........................................................................
SR. DIR. OF DONOR RELATIONS
37.50
.......................  
        X   102,743 0 3,554
(32) ROBERT HANCOCK........................................................................
SR. DIR OF MARKETING AND COMMUNICATIONS
37.50
.......................  
        X   100,699 0 26,769
(33) IDREES OLANREWAJU AJAKAIYE........................................................................
CHIEF DEVELOPMENT OFFICER
37.50
.......................  
          X 166,266 0 23,972
1b Sub-Total..............
c Total from continuation sheets to Part VII, Section A..
d Total (add lines 1b and 1c)......... 1,406,281 0 175,590
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 10
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual
...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
BRAVE RIVER SOLUTIONS INC

875 CENTERVILLE ROAD BLDG 3
WARWICK,RI02886
IT SERVICES 342,283
APERIO PHILANTHROPY LLC

360 FURMAN STREET 339
BROOKLYN,NY11201
FUNDRAISING CONSULTANTS 266,396
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 2
Form 990 (2023)
Form 990 (2023)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e 5,539,552
f All other contributions, gifts, grants, and similar amounts not included above1f 16,834,993
g Noncash contributions included in lines 1a - 1f:$ 1g 757,341
h Total. Add lines 1a-1f....... 22,374,545
 Program Service RevenueAmt Business Code
2a
b
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f .....  
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ...... 661,433     661,433
4 Income from investment of tax-exempt bond proceeds        
5 Royalties...........        
(i) Real (ii) Personal
6a Gross rents 6a    
b Less: rental expenses 6b    
c Rental income or (loss) 6c    
d Net rental income or (loss).......        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 7a 1,243,036  
b Less: cost or other basis and sales expenses 7b 781,418  
c Gain or (loss) 7c 461,618  
d Net gain or (loss)......... 461,618     461,618
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..        
 OtherRevenueMiscAmt
Business Code
11a OTHER INCOME 812900 510,315 510,315    
b FISCAL SPONSORSHIP FEE 812900 58,788 58,788    
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... 569,103
12 Total revenue. See instructions..... 24,066,699 569,103 0 1,123,051
Form 990 (2023)
Form 990 (2023)
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 .... 13,456,505 13,456,505
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ...........    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 748,871 416,652 297,976 34,243
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........ 6,047,308 5,016,696 467,608 563,004
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 70,785 56,098 4,497 10,190
9 Other employee benefits ....... 852,077 550,831 264,229 37,017
10 Payroll taxes ........... 458,046 319,961 97,295 40,790
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 67,801 4,375 63,426  
c Accounting ........... 66,600   66,600  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 50,504   50,504  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 1,196,161 825,759   370,402
12 Advertising and promotion .... 415,836 284,391 2,062 129,383
13 Office expenses ....... 352,505 235,640 91,696 25,169
14 Information technology ...... 367,164 359,171 7,993  
15 Royalties ..        
16 Occupancy ........... 318,751 246,797 64,206 7,748
17 Travel ............        
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 602,066 320,756 59,851 221,459
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 156,576 127,895 28,681  
23 Insurance ... 108,832 103,344 5,488  
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 UNITED WAY WORLDWIDE DU 136,000 100,187 25,991 9,822
b MISCELLANEOUS 105,895 27,527 77,939 429
c
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 25,578,283 22,452,585 1,676,042 1,449,656
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).        
Form 990 (2023)
Form 990 (2023)
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 ........ 754,590 1 277,792
2 Savings and temporary cash investments ......... 7,585,242 2 9,552,740
3 Pledges and grants receivable, net ...... 886,013 3 897,153
4 Accounts receivable, net ............. 1,565,308 4 1,194,614
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 ...... 168,424 9 255,158
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 5,421,880
b Less: accumulated depreciation 10b 2,575,740 2,683,548 10c 2,846,140
11 Investments—publicly traded securities . 7,375,823 11 8,993,701
12 Investments—other securities. See Part IV, line 11 ..... 913,263 12 968,116
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 6,388,388 15 6,854,470
16 Total assets. Add lines 1 through 15 (must equal line 33)... 28,320,599 16 31,839,884
Liabilities 17 Accounts payable and accrued expenses ..... 1,677,967 17 2,890,972
18 Grants payable ... 1,303,927 18 623,058
19 Deferred revenue ......... 944,898 19 4,296,069
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  22  
23 Secured mortgages and notes payable to unrelated third parties .. 1,793,298 23 1,748,542
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D   25  
26 Total liabilities. Add lines 17 through 25.. 5,720,090 26 9,558,641
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 15,695,544 27 14,921,608
28 Net assets with donor restrictions ........... 6,904,965 28 7,359,635
Organizations that do not follow FASB ASC 958, check here right arrow 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 ........... 22,600,509 32 22,281,243
33 Total liabilities and net assets/fund balances ........ 28,320,599 33 31,839,884
Form 990 (2023)
Form 990 (2023)
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
24,066,699
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
25,578,283
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-1,511,584
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
22,600,509
5
Net unrealized gains (losses) on investments ...............
5
1,192,318
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
0
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
22,281,243
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 Uniform Guidance, 2 C.F.R. Part 200, Subpart F?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2023)
Form 990 (2023)
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
2023
Open to Public
Inspection
Name of the organization
UNITED WAY OF RHODE ISLAND INC
 
Employer identification number

05-0276059
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
A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).
2
A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)
3
A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).
4
A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

5
An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)
6
A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).
7
An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)
8
A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)
9
An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:
10
An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
11
12
An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.
a
Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.
b
Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.
c
Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.
d
Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.
e
Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.
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) 2023

Schedule A (Form 990) 2023
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) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 18,903,886 42,247,231 21,537,676 19,476,989 22,374,545 124,540,327
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 18,903,886 42,247,231 21,537,676 19,476,989 22,374,545 124,540,327
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) .. 9,057,652
6 Public support. Subtract line 5 from line 4. 115,482,675
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (f) Total
7 Amounts from line 4.. 18,903,886 42,247,231 21,537,676 19,476,989 22,374,545 124,540,327
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 198,102 1,976,423 356,611 290,428 661,433 3,482,997
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.).. 2,557 659,803 588,009 530,229 569,103 2,349,701
11 Total support. Add lines 7 through 10 130,373,025
12
12
 
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
88.580 %
15
15
88.730 %
16a
33 1/3% support test—2023. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization .......................right arrow
b
33 1/3% support test—2022. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow
17a
10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
b
10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
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) 2023

Schedule A (Form 990) 2023
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) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (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) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (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
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
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2023. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow
b
33 1/3 % support tests—2022. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow
20
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
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) 2023

Schedule A (Form 990) 2023
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) 2023

Schedule A (Form 990) 2023
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by 0.035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
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 2023 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-2023
(iii)
Distributable
Amount for 2023
1 Distributable amount for 2023 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI).
See instructions.
 
3 Excess distributions carryover, if any, to 2023:
a From 2018.......  
b From 2019.......  
c From 2020.......  
d From 2021.......  
e From 2022.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2023 distributable amount  
i Carryover from 2018 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2023 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2023 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2023, 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 2023. 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 2024. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2019.....  
b Excess from 2020.....  
c Excess from 2021.....  
d Excess from 2022.....  
e Excess from 2023.....  
Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023
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) 2023


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
2023
Name of the organization
UNITED WAY OF RHODE ISLAND INC
 
Employer identification number

05-0276059
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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
UNITED WAY OF RHODE ISLAND INC
 
Employer identification number
05-0276059
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) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
UNITED WAY OF RHODE ISLAND INC
 
Employer identification number

05-0276059
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) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
UNITED WAY OF RHODE ISLAND INC
 
Employer identification number

05-0276059
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) (2023)
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

right arrow Complete if the organization is described below. right arrow Attach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public
Inspection
If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
UNITED WAY OF RHODE ISLAND INC
 
Employer identification number

05-0276059
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 ....................................................................right arrow
$  
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 ................................right arrow
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................right arrow
$  
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 ..... right arrow
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................right arrow

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

$  
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) 2022

Schedule C (Form 990) 2022
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 right arrowexpenses, and share of excess lobbying expenditures).
B Check right arrow
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)
(a) Filing
organization's
totals
(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................ 83,915  
c Total lobbying expenditures (add lines 1a and 1b) ............................................................ 83,915  
d Other exempt purpose expenditures ............................................................................... 22,368,670  
e Total exempt purpose expenditures (add lines 1c and 1d) .................................................. 22,452,585  
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) 2019 (b) 2020 (c) 2021 (d) 2022 (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 99,539 61,712 73,688 83,915 318,854
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 99,539 61,712 73,688   234,939
Schedule C (Form 990) 2022


Schedule C (Form 990) 2022
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) 2022


Additional Data


Software ID:  
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SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
right arrow 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.
right arrow Attach to Form 990.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
Name of the organization
UNITED WAY OF RHODE ISLAND INC
 
Employer identification number

05-0276059
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 ......... 390  
2 Aggregate value of contributions to (during year) 4,537,933  
3 Aggregate value of grants from (during year) 4,610,419  
4 Aggregate value at end of year ........ 2,170,389  
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 July 25, 2006, 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 right arrow  
4
Number of states where property subject to conservation easement is located right arrow  
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
right arrow  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow $  
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 .........................right arrow $  
(ii)
Assets included in Form 990, Part X ...............................right arrow $  
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 ..........................right arrow $  
b
Assets included in Form 990, Part X ...............................right arrow $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2022

Schedule D (Form 990) 2022
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 .... 913,263 884,077 978,149 6,440,301 6,604,069
b Contributions ...          
c Net investment earnings, gains, and losses 92,921 66,686 -58,277 260,663 114,737
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ...
38,068 37,500 35,795 42,609 278,505
f Administrative expenses ....       5,680,206  
g End of year balance ...... 968,116 913,263 884,077 978,149 6,440,301
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment right arrow100.000 %
b
Permanent endowment right arrow0 %
c
Term endowment right arrow0 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
Yes
 
(ii) Related organizations .................
3a(ii)
 
No
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment)
(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....   488,000 488,000
b Buildings ....   3,368,502 1,332,279 2,036,223
c Leasehold improvements        
d Equipment ....   1,277,873 1,157,893 119,980
e Other .....   287,505 85,568 201,937
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..right arrow 2,846,140
Schedule D (Form 990) 2022

Schedule D (Form 990) 2022
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.)right arrow  
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.)right arrow  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)BENEFICIAL INTEREST IN PERPETUAL TRUSTS 6,854,470
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........right arrow 6,854,470
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  








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)right arrow  
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) 2022

Schedule D (Form 990) 2022
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 20,248,223
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a 1,192,318
b Donated services and use of facilities ......... 2b 74,480
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ........... 2d  
e Add lines 2a through 2d ..................... 2e 1,266,798
3 Subtract line 2e from line 1.................. 3 18,981,425
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 50,504
b Other (Describe in Part XIII.) ........... 4b 5,034,770
c Add lines 4a and 4b.................... 4c 5,085,274
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 24,066,699
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 20,567,489
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a 74,480
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ........... 2d  
e Add lines 2a through 2d.................... 2e 74,480
3 Subtract line 2e from line 1................... 3 20,493,009
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 50,504
b Other (Describe in Part XIII.) ........... 4b 5,034,770
c Add lines 4a and 4b..................... 4c 5,085,274
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 25,578,283
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 V, LINE 4: IN ACCORDANCE WITH THE RHODE ISLAND UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT (RIUPMIFA), THE ORGANIZATION CONSIDERS THE LONG AND SHORT-TERM NEEDS OF THE ORGANIZATION IN CARRYING OUT ITS MISSION, THE ORGANIZATION'S PRESENT AND ANTICIPATED FINANCIAL REQUIREMENTS, EXPECTED TOTAL RETURNS ON THE ORGANIZATION'S INVESTMENTS, AND GENERAL ECONOMIC CONDITIONS IN MAKING A DETERMINATION TO APPROPRIATE OR ACCUMULATE DONOR- RESTRICTED ENDOWMENT FUNDS.
PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES AS A PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. MANAGEMENT BELIEVES THAT THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH ITS TAX-EXEMPT STATUS AT BOTH THE STATE AND FEDERAL LEVELS. THE ORGANIZATION ANNUALLY FILES IRS FORM 990 - RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, REPORTING VARIOUS INFORMATION THAT THE IRS USES TO MONITOR THE ACTIVITIES OF TAX EXEMPT ENTITIES. THESE TAX RETURNS ARE SUBJECT TO REVIEW BY THE TAXING AUTHORITIES GENERALLY FOR A PERIOD OF THREE YEARS AFTER THEY WERE FILED. THE ORGANIZATION CURRENTLY HAS NO TAX EXAMINATIONS IN PROGRESS.
PART XI, LINE 4B - OTHER ADJUSTMENTS: GRANT EXPENSES DESIGNATED BY DONORS 5,034,770.
PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANT EXPENSES DESIGNATED BY DONORS 5,034,770.
Schedule D (Form 990) 2022


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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
2023
Open to Public
Inspection
Name of the organization
UNITED WAY OF RHODE ISLAND INC
 
Employer identification number
05-0276059
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) A LEADERSHIP JOURNEY
P O BOX 29163
PROVIDENCE,RI02909
82-4304890   6,297 0     DONOR DESIGNATION/GRANT
(2) A WISH COME TRUE INC
6 JEFFERSON DRIVE
COVENTRY,RI02816
05-0398808   7,956 0     DONOR DESIGNATION/GRANT
(3) ACCESSPOINT RI
PO BOX 20130
CRANSTON,RI02920
05-6015153   13,220 0     DONOR DESIGNATION/GRANT
(4) ACE MENTOR PROGRAM OF AMERICA INC
1501 CHERRY ST
PHILADELPHIA,PA19102
51-0465877   10,000 0     DONOR DESIGNATION/GRANT
(5) ADOPTION RHODE ISLAND
290 WEST EXCHANGE STREET SUITE 100
PROVIDENCE,RI02903
22-2543833   7,167 0     DONOR DESIGNATION/GRANT
(6) ALLIANCE OF RHODE ISLAND SOUTHEAST ASIANS FOR EDUCATION (ARI
151 BROADWAY - SUITE 305
PROVIDENCE,RI02903
81-4458558   78,351 0     DONOR DESIGNATION/GRANT
(7) ALZHEIMER'S ASSOCIATION - MANH CHAPTER
320 NEVADA STREET SUITE 201
NEWTON,MA02460
13-3039601   5,711 0     DONOR DESIGNATION/GRANT
(8) ALZHEIMER'S ASSOCIATION RI CHAPTER
245 WATERMAN STREET SUITE 306
PROVIDENCE,RI02906
05-0445962   24,474 0     DONOR DESIGNATION/GRANT
(9) ALZHEIMER'S DISEASE RESEARCH FOUNDATION DBA CURE ALZHEIMER'S
34 WASHINGTON STREET - SUITE 310
WELLESLEY HILLS,MA02481
52-2396428   11,588 0     DONOR DESIGNATION/GRANT
(10) AMERICAN CANCER SOCIETY NEW ENGLAND DIV
3 SPEEN STREET
FRAMINGHAM,MA01701
13-1788491   17,498 0     DONOR DESIGNATION/GRANT
(11) AMERICAN CIVIL LIBERTIES UNION FOUNDATION OF RI
128 DORRANCE STREET - SUITE 400
PROVIDENCE,RI02903
23-7039364   6,571 0     DONOR DESIGNATION/GRANT
(12) AMERICAN HEART ASSOCIATION SOUTHERN N E
1 STATE STREET SUITE 200
PROVIDENCE,RI029085005
13-5613797   15,467 0     DONOR DESIGNATION/GRANT
(13) AMOS HOUSE
460 PINE STREET
PROVIDENCE,RI02907
05-0387218   30,162 0     DONOR DESIGNATION/GRANT
(14) ANDRADE-FAXON CHARITIES FOR CHILDREN
P O BOX 3305
SOUTH ATTLEBORO,MA02703
05-0476331   6,250 0     DONOR DESIGNATION/GRANT
(15) ANIMAL RESCUE RHODE ISLAND
506B CURTIS CORNER ROAD
WAKEFIELD,RI028800458
05-0282432   5,520 0     DONOR DESIGNATION/GRANT
(16) ARCHDIOCESE OF HARTFORD
134 FARMINGTON AVENUE
HARTFORD,CT06105
06-0646669   5,693 0     DONOR DESIGNATION/GRANT
(17) ARTHRITIS FOUNDATION - NATIONAL OFFICE (DBM)
PO BOX 96280
WASHINGTON,DC20077
58-1341679   6,675 0     DONOR DESIGNATION/GRANT
(18) AUDUBON SOCIETY OF RHODE ISLAND
12 SANDERSON ROAD
SMITHFIELD,RI02917
05-0265675   6,596 0     DONOR DESIGNATION/GRANT
(19) BEAUTIFUL DAY
66 BENEFIT STREET
PROVIDENCE,RI02904
45-4946110   79,478 0     DONOR DESIGNATION/GRANT
(20) BIG BROTHERS & BIG SISTERS OF RHODE ISLAND
188 VALLEY STREET SUITE 125
PROVIDENCE,RI029092464
22-2606942   6,822 0     DONOR DESIGNATION/GRANT
(21) BLITHEWOLD INC
101 FERRY ROAD
BRISTOL,RI02809
05-0503407   16,725 0     DONOR DESIGNATION/GRANT
(22) BOOKS ARE WINGS
1005 MAIN STREET - SUITE 711B
PAWTUCKET,RI02860
27-0045877   22,331 0     DONOR DESIGNATION/GRANT
(23) BOSTON CHILDRENS HOSPITAL TRUST
401 PARK DRIVE SUITE 602
BOSTON,MA02215
04-2774441   72,629 0     DONOR DESIGNATION/GRANT
(24) BOSTON COLLEGE LAW SCHOOL FUND
140 COMMONWEALTH AVENUE
CHESTNUT HILL,MA02167
04-2103545   11,554 0     DONOR DESIGNATION/GRANT
(25) BOYS & GIRLS CLUB OF NEWPORT COUNTY INC
95 CHURCH STREET
NEWPORT,RI028403143
05-0281572   17,910 0     DONOR DESIGNATION/GRANT
(26) BOYS & GIRLS CLUB OF NORTHERN RHODE ISLAND
P O BOX 7505
CUMBERLAND,RI02864
05-0280121   6,961 0     DONOR DESIGNATION/GRANT
(27) BOYS & GIRLS CLUB OF PAWTUCKET
ONE MOELLER PLACE
PAWTUCKET,RI028604003
05-0258924   5,316 0     DONOR DESIGNATION/GRANT
(28) BOYS & GIRLS CLUB WANSKUCK
550 BRANCH AVENUE
PROVIDENCE,RI02904
05-0258929   17,396 0     DONOR DESIGNATION/GRANT
(29) BROWN UNIVERSITY
164 ANGELL STREET
PROVIDENCE,RI02912
05-0258809   66,750 0     DONOR DESIGNATION/GRANT
(30) BROWN UNIVERSITY FOUNDATION
P O BOX 1877
PROVIDENCE,RI02912
05-0390989   10,255 0     DONOR DESIGNATION/GRANT
(31) BRYANT UNIVERSITY
1150 DOUGLAS PIKE
SMITHFIELD,RI029179963
05-0258810   16,348 0     DONOR DESIGNATION/GRANT
(32) BUILDING FUTURES
1 ACORN STREET
PROVIDENCE,RI02903
81-3939129   50,000 0     DONOR DESIGNATION/GRANT
(33) BUTLER HOSPITAL FOUNDATION
345 BLACKSTONE BOULEVARD
PROVIDENCE,RI02906
45-4530540   8,100 0     DONOR DESIGNATION/GRANT
(34) BUTTON HOLE
1 BUTTONHOLD DR
PROVIDENCE,RI02909
05-0497481   13,492 0     DONOR DESIGNATION/GRANT
(35) CALL OFF YOUR OLD TIRED ETHICS-RI (COYOTE-RI)
10 DAVOL SQUARE - SUITE 100
PROVIDENCE,RI02903
47-3739141   75,012 0     DONOR DESIGNATION/GRANT
(36) CAPE VERDEAN AMERICAN COMMUNITY
120 HIGH STREET
PAWTUCKET,RI02860
05-0476404   75,000 0     DONOR DESIGNATION/GRANT
(37) CATHOLIC CHARITY FUND INC
ONE CATHEDRAL SQUARE
PROVIDENCE,RI029033695
05-6014313   71,716 0     DONOR DESIGNATION/GRANT
(38) CENTER FOR HEALTH & JUSTINCE AT LIFESPAN FOUNDATION
167 POINT ST
PROVIDENCE,RI02903
05-0493219   75,000 0     DONOR DESIGNATION/GRANT
(39) CENTER FOR WOMEN & ENTERPRISE INC
44 SCHOOL STREET ROOM 200
BOSTON,MA02108
04-3256236   50,000 0     DONOR DESIGNATION/GRANT
(40) CENTRAL FALLS SCHOOL DISTRICT
949 DEXTER STREET
CENTRAL FALLS,RI02863
05-0459947   102,451 0     DONOR DESIGNATION/GRANT
(41) CHILDREN'S FRIEND AND SERVICE
153 SUMMER STREET
PROVIDENCE,RI029034011
05-0258819   15,933 0     DONOR DESIGNATION/GRANT
(42) CHRIST CHURCH
61 CEDAR AVENUE UNIT 6
EAST GREENWICH,RI02818
05-0450728   5,750 0     DONOR DESIGNATION/GRANT
(43) CHRISTOPHER & DANA REEVE FOUNDATION
636 MORRIS TURNPIKE SUITE 3A
SHORT HILLS,NJ07078
22-2939536   10,000 0     DONOR DESIGNATION/GRANT
(44) CITY YEAR INC
287 COLUMBUS AVENUE
BOSTON,MA02116
22-2882549   11,569 0     DONOR DESIGNATION/GRANT
(45) CLEVELAND CLINIC FOUNDATION
PO BOX 931517
CLEVELAND,OH44193
34-0714585   40,000 0     DONOR DESIGNATION/GRANT
(46) COGGESHALL FARM MUSEUM INC
1 COLT DRIVE
BRISTOL,RI02809
23-7378777   9,000 0     DONOR DESIGNATION/GRANT
(47) COLLEGE UNBOUND
325 PUBLIC STREET
PROVIDENCE,RI029052340
46-2470807   61,115 0     DONOR DESIGNATION/GRANT
(48) COLLEGE VISIONS
180 WESTMINSTER STREET SUITE 203
PROVIDENCE,RI02903
27-2344723   80,040 0     DONOR DESIGNATION/GRANT
(49) COMMUNITY ACTION PARTNERSHIP OF PROVIDENCE
518 HARTFORD AVENUE
PROVIDENCE,RI02909
46-1472304   170,988 0     DONOR DESIGNATION/GRANT
(50) COMMUNITY CARE ALLIANCE
800 CLINTON STREET
WOONSOCKET,RI02895
05-0312278   195,712 0     DONOR DESIGNATION/GRANT
(51) COMMUNITY COLLEGE OF RHODE ISLAND FOUNDATION
400 EAST AVENUE
WARWICK,RI02886
05-0353872   10,315 0     DONOR DESIGNATION/GRANT
(52) COMMUNITY PREPARATORY SCHOOL
135 PRAIRIE AVENUE
PROVIDENCE,RI02905
22-2485332   13,534 0     DONOR DESIGNATION/GRANT
(53) COMPREHENSIVE COMMUNITY ACTION PROGRAM INC
311 DORIC AVENUE
CRANSTON,RI02910
05-6018801   47,298 0     DONOR DESIGNATION/GRANT
(54) CONNECTING FOR CHILDREN & FAMILIES INC
46 HOPE STREET
WOONSOCKET,RI02895
05-0475365   160,845 0     DONOR DESIGNATION/GRANT
(55) CONTEMPORARY THEATER COMPANY
327 MAIN STREET
WAKEFIELD,RI02879
20-4955082   7,700 0     DONOR DESIGNATION/GRANT
(56) CROSSROADS RHODE ISLAND
160 BROAD STREET
PROVIDENCE,RI02903
05-0259094   142,673 0     DONOR DESIGNATION/GRANT
(57) CYSTIC FIBROSIS FOUNDATION - MA & RI CHAPTER
220 NORTH MAIN STREET - SUITE 104
NATICK,MA01760
13-1930701   30,379 0     DONOR DESIGNATION/GRANT
(58) DANA-FARBER CANCER INSTITUTE
44 BINNEY STREET
BOSTON,MA02115
04-2263040   43,534 0     DONOR DESIGNATION/GRANT
(59) DARE - DIRECT ACTION FOR RIGHTS AND EQUALITY
340 LOCKWOOD STREET
PROVIDENCE,RI02907
05-0422763   125,587 0     DONOR DESIGNATION/GRANT
(60) DENTAL LIFELINE NETWORK
1800 15TH STREET SUITE 100
DENVER,CO80202
84-6129064   6,100 0     DONOR DESIGNATION/GRANT
(61) DIOCESE OF PROVIDENCE
ONE CATHEDRAL SQUARE
PROVIDENCE,RI02903
53-0196617   10,377 0     DONOR DESIGNATION/GRANT
(62) DIVERSITY TALKS
22 PARSONAGE STREET
PROVIDENCE,RI02903
82-3543360   75,000 0     DONOR DESIGNATION/GRANT
(63) DOCTORS WITHOUT BORDERS USA (DBM)
PO BOX 5030
HAGERSTOWN,MD217415023
13-3433452   19,383 0     DONOR DESIGNATION/GRANT
(64) DONALD BRODERICK MEMORIAL SCHOLARSHIP FUND
4513 MANHATTAN COLLEGE PARKWAY
BRONX,NY10471
13-1740468   6,250 0     DONOR DESIGNATION/GRANT
(65) DORCAS INTERNATIONAL INSTITUTE OF RHODE ISLAND INC
645 ELMWOOD AVENUE
PROVIDENCE,RI02907
05-0258886   26,499 0     DONOR DESIGNATION/GRANT
(66) DOWNCITY DESIGN
370 CRANSTON STREET
PROVIDENCE,RI02907
27-1125644   77,004 0     DONOR DESIGNATION/GRANT
(67) EAST BAY COMMUNITY ACTION PROGRAM
19 BROADWAY
NEWPORT,RI02840
05-0310024   42,534 0     DONOR DESIGNATION/GRANT
(68) EAST BAY COMMUNITY ACTION PROGRAM
654 GREEN END AVENUE
MIDDLETOWN,RI02842
05-0401367   77,305 0     DONOR DESIGNATION/GRANT
(69) EAST BAY FOOD PANTRY INC
532 WOOD STREET
BRISTOL,RI02809
26-4757945   18,755 0     DONOR DESIGNATION/GRANT
(70) EASTERN INDIGENOUS RESEARCH INSTITUTE NONPROFIT CORPORATION
39 NOYES STREET
WARWICK,RI02886
85-3066895   8,000 0     DONOR DESIGNATION/GRANT
(71) ECONOMIC PROGRESS INSTITUTE
600 MOUNT PLEASANT AVENUE 9
PROVIDENCE,RI02908
32-0295517   82,896 0     DONOR DESIGNATION/GRANT
(72) EDESIA INC
550 ROMANO VINEYA ROAD WAY
NORTH KINGSTOWN,RI02852
26-0359866   17,571 0     DONOR DESIGNATION/GRANT
(73) EMPOWERMENT FACTORY
999 MAIN STREET UNIT 707
PAWTUCKET,RI02860
81-0682337   5,806 0     DONOR DESIGNATION/GRANT
(74) FAMILY SERVICE OF RHODE ISLAND
P O BOX 6688
PROVIDENCE,RI02940
05-0258858   9,770 0     DONOR DESIGNATION/GRANT
(75) FARM FRESH RHODE ISLAND
10 SIMS AVENUE - UNIT 103
PROVIDENCE,RI02909
20-4625643   11,760 0     DONOR DESIGNATION/GRANT
(76) FEDERAL HILL HOUSE ASSOCIATION
9 COURTLAND STREET
PROVIDENCE,RI029091597
05-0258871   206,088 0     DONOR DESIGNATION/GRANT
(77) FISHER CENTER FOR ALZHEIMER'S RESEARCH FOUNDATION
FRD STATION P O BOX 220
NEW YORK,NY10150
13-3859563   5,150 0     DONOR DESIGNATION/GRANT
(78) FOSTER FORWARD
55 SOUTH BROW STREET
EAST PROVIDENCE,RI02914
05-0486797   106,626 0     DONOR DESIGNATION/GRANT
(79) FRANK OLEAN CENTER
101 AIRPORT ROAD
WESTERLY,RI02891
05-0311198   7,061 0     DONOR DESIGNATION/GRANT
(80) FRANKLIN COUNTY UNITED WAY
301 WEST FRONT STREET
WASHINGTON,MO63090
43-1124878   7,500 0     DONOR DESIGNATION/GRANT
(81) FRIENDS OF DARTMOUTH
6083 ALUMNI GYMNASIUM
HANOVER,NH03755
04-3391555   6,500 0     DONOR DESIGNATION/GRANT
(82) FRIENDS OF NEWPORT SKATE PARK
36 WASHINGTON STREET
NEWPORT,RI02840
84-2597187   75,000 0     DONOR DESIGNATION/GRANT
(83) FRIENDS OF TOWNIE ATHLETICS
PO BOX 16521
RUMFORD,RI02916
26-4173798   8,000 0     DONOR DESIGNATION/GRANT
(84) GENESIS CENTER
620 POTTERS AVENUE
PROVIDENCE,RI02907
22-3001721   78,916 0     DONOR DESIGNATION/GRANT
(85) GIRL SCOUTS OF SOUTHEASTERN NEW ENGLAND
500 GREENWICH AVENUE
WARWICK,RI02886
05-0300724   59,833 0     DONOR DESIGNATION/GRANT
(86) GIRLS ON THE RUN RHODE ISLAND
P O BOX 72787
PROVIDENCE,RI02818
45-3061488   5,913 0     DONOR DESIGNATION/GRANT
(87) GLOBAL SCIENCE ENVIROTECH INC
955-C DYER AVENUE APARTMENT 80
CRANSTON,RI02920
46-3784641   23,308 0     DONOR DESIGNATION/GRANT
(88) HABITAT FOR HUMANITY - SOUTH COUNTY
1555 SHANNOCK ROAD
CHARLESTOWN,RI02813
05-0450845   7,196 0     DONOR DESIGNATION/GRANT
(89) HABITAT FOR HUMANITY OF RHODE ISLAND-GREATER PROVIDENCE INC
PO BOX 603394
PROVIDENCE,RI029060794
05-0432730   5,342 0     DONOR DESIGNATION/GRANT
(90) HABITAT FOR HUMANITY WEST BAY
P O BOX 6743
WARWICK,RI028876743
05-0458404   11,125 0     DONOR DESIGNATION/GRANT
(91) HARLEM GROWN
127 W 127TH STREET ROOM 418
NEW YORK,NY10027
27-4250636   10,000 0     DONOR DESIGNATION/GRANT
(92) HAWK MOUNTAIN SANCTUARY ASSOCIATION
1700 HAWK MOUNTAIN RD
KEMPTON,PA19529
23-1392700   5,500 0     DONOR DESIGNATION/GRANT
(93) HIGHER GROUND INTERNATIONAL
250 PRAIRIE AVENUE
PROVIDENCE,RI02905
11-3842652   81,389 0     DONOR DESIGNATION/GRANT
(94) HOPE & MAIN
691 MAIN STREET
WARREN,RI02885
27-2917974   75,745 0     DONOR DESIGNATION/GRANT
(95) HOPEHEALTH HOSPICE & PALLIATIVE CARE
1085 NORTH MAIN STREET
PROVIDENCE,RI02904
51-0192422   35,212 0     DONOR DESIGNATION/GRANT
(96) HOTCHKISS SCHOOL
11 INTERLAKEN ROAD
LAKEVILLE,CT06039
06-0647018   10,000 0     DONOR DESIGNATION/GRANT
(97) HOUSE OF HOPE COMMUNITY DEVELOPMENT CORPORATION
3188 POST ROAD
WARWICK,RI02886
05-0448151   80,963 0     DONOR DESIGNATION/GRANT
(98) HOUSING NETWORK OF RHODE ISLAND
1070 MAIN STREET - SUITE 304
PAWTUCKET,RI02860
05-0465216   76,485 0     DONOR DESIGNATION/GRANT
(99) INSPIRING MINDS
190 BROAD STREET 2ND FLOOR
PROVIDENCE,RI02903
05-0310175   75,983 0     DONOR DESIGNATION/GRANT
(100) INSTITUTE FOR LABOR STUDIES & RESEARCH
1540 PONTIAC AVENUE - SUITE A
CRANSTON,RI02920
05-0387211   8,687 0     DONOR DESIGNATION/GRANT
(101) INSTITUTE FOR STUDY & PRACTICE OF NONVIOLENCE
265 OXFORD STREET
PROVIDENCE,RI02905
05-0517863   9,358 0     DONOR DESIGNATION/GRANT
(102) INTERNATIONAL RESCUE COMMITTEE INC
122 EAST 42ND STREET
NEW YORK,NY101681289
13-5660870   17,050 0     DONOR DESIGNATION/GRANT
(103) JEWISH ALLIANCE OF GREATER RHODE ISLAND
401 ELMGROVE AVE
PROVIDENCE,RI02906
05-0259003   11,101 0     DONOR DESIGNATION/GRANT
(104) JEWISH ALLIANCE OF GREATER RHODE ISLAND
401 ELMGROVE AVENUE
PROVIDENCE,RI02906
27-4127671   46,266 0     DONOR DESIGNATION/GRANT
(105) JOE ANDRUZZI FOUNDATION INC
49 PLAIN STREET 500
NORTH ATTLEBOROUGH,MA02760
26-2017043   54,410 0     DONOR DESIGNATION/GRANT
(106) JONNYCAKE CENTER OF WESTERLY
23 INDUSTRIAL DRIVE
WESTERLY,RI02891
05-0367687   5,274 0     DONOR DESIGNATION/GRANT
(107) JUNIOR ACHIEVEMENT OF RHODE ISLAND
3205 POST ROAD 7549
WARWICK,RI02886
05-0263443   5,268 0     DONOR DESIGNATION/GRANT
(108) JUSTICE ASSISTANCE
1540 PONTIAC AVENUE
CRANSTON,RI02920
05-0379917   52,701 0     DONOR DESIGNATION/GRANT
(109) KING'S CATHEDRAL
225 DYER STREET 2ND FLOOR
PROVIDENCE,RI02903
05-0496649   11,100 0     DONOR DESIGNATION/GRANT
(110) LA SALLE ACADEMY
612 ACADEMY AVENUE
PROVIDENCE,RI02908
05-0449426   6,404 0     DONOR DESIGNATION/GRANT
(111) LEADERSHIP RHODE ISLAND
188 VALLEY STREET BUILDING 3L -
SUITE 131
PROVIDENCE,RI029091805
22-2570460   34,523 0     DONOR DESIGNATION/GRANT
(112) LINCOLN SCHOOL
301 BUTLER AVENUE
PROVIDENCE,RI02906
05-0258900   29,550 0     DONOR DESIGNATION/GRANT
(113) LITERACY VOLUNTEER AMERICAN WASHINGTON COUNTY
P O BOX 245
WESTERLY,RI02891
05-0438937   6,938 0     DONOR DESIGNATION/GRANT
(114) LOOKING UPWARDS INC
438 EAST MAIN ROAD
MIDDLETOWN,RI02842
05-0376075   6,749 0     DONOR DESIGNATION/GRANT
(115) LOVING HEARTS OUTREACH
1902 WEST MAIN STREET
WASHINGTON,MO63090
43-1820641   5,100 0     DONOR DESIGNATION/GRANT
(116) MAKE-A-WISH FOUNDATION MA & RI
20 HEMINGWAY DRIVE
EAST PROVIDENCE,RI02915
22-2867371   21,403 0     DONOR DESIGNATION/GRANT
(117) MAKE-A-WISH NORTH TEXAS
16803 DALLAS PARKWAY SUITE 100
ADDISON,TX75001
75-1889666   40,000 0     DONOR DESIGNATION/GRANT
(118) MAN UP INC
80 WASHINGTON STREET RM 429
PROVIDENCE,RI02903
46-2667817   80,000 0     DONOR DESIGNATION/GRANT
(119) MANTON AVENUE PROJECT
55 PUTNAM STREET
PROVIDENCE,RI02909
06-1725016   50,200 0     DONOR DESIGNATION/GRANT
(120) MARTIN LUTHER KING COMMUNITY CENTER INC
20 DR MARCUS F WHEATLAND BOULEVARD
NEWPORT,RI02840
05-0271882   8,005 0     DONOR DESIGNATION/GRANT
(121) MCAULEY HOUSE
622 ELMWOOD AVENUE
PROVIDENCE,RI02907
05-0440470   10,404 0     DONOR DESIGNATION/GRANT
(122) MEALS ON WHEELS OF RI
70 BATH STREET
PROVIDENCE,RI02908
05-0340723   18,998 0     DONOR DESIGNATION/GRANT
(123) MEETING STREET
1000 EDDY STREET
PROVIDENCE,RI02905
05-0269232   36,998 0     DONOR DESIGNATION/GRANT
(124) MINI ENTREPRENEURS OF RHODE ISLAND
76 METROPOLITAN PARK DRIVE
RIVERSIDE,RI02915
88-4421847   53,575 0     DONOR DESIGNATION/GRANT
(125) MIRIAM HOSPITAL FOUNDATION
P O BOX H
PROVIDENCE,RI02901
05-0377502   26,655 0     DONOR DESIGNATION/GRANT
(126) MOSES BROWN SCHOOL
250 LLOYD AVENUE
PROVIDENCE,RI02906
05-0258906   29,650 0     DONOR DESIGNATION/GRANT
(127) MOUNT HOPE COMMUNITY BAPTIST CHURCH
734 HOPE ST
PROVIDENCE,RI02906
05-0414434   10,300 0     DONOR DESIGNATION/GRANT
(128) MOUNT HOPE LEARNING CENTER
140 CYPRESS STREET
PROVIDENCE,RI029062508
05-0502405   75,664 0     DONOR DESIGNATION/GRANT
(129) MOUNT HOPE NEIGHBORHOOD ASSOCIATION
199 CAMP STREET
PROVIDENCE,RI02906
22-2599257   10,045 0     DONOR DESIGNATION/GRANT
(130) NARRAGANSETT COUNCIL - BOY SCOUTS OF AMERICA
223 SCITUATE AVENUE
CRANSTON,RI02920
05-0308384   20,396 0     DONOR DESIGNATION/GRANT
(131) NATIONAL MULTIPLE SCLEROSIS SOCIETY - CT-RI CHAPTER (DBM)
PO BOX 289
CANTON,MA02021
13-5661935   18,464 0     DONOR DESIGNATION/GRANT
(132) NATURE CONSERVANCY - RI
159 WATERMAN STREET
PROVIDENCE,RI02906
53-0242652   24,616 0     DONOR DESIGNATION/GRANT
(133) NEW ENGLAND LABORERS APPRENTICESHIP ADVANCEMENT FUND
226 S MAIN ST
PROVIDENCE,RI02903
03-0466664   30,000 0     DONOR DESIGNATION/GRANT
(134) NEW URBAN ARTS
705 WESTMINSTER STREET
PROVIDENCE,RI02903
05-0498654   80,081 0     DONOR DESIGNATION/GRANT
(135) NEWPORT COUNTY YMCA
792 VALLEY ROAD
MIDDLETOWN,RI02842
05-0258916   6,011 0     DONOR DESIGNATION/GRANT
(136) NEWPORT PARTNERSHIP FOR FAMILIES
31 JOHN CLARKE ROAD
NEWPORT,RI02842
30-0946766   150,000 0     DONOR DESIGNATION/GRANT
(137) NEWTON COUNTRY DAY SCHOOL
785 CENTRE STREET
NEWTON,MA024582599
04-2541393   12,500 0     DONOR DESIGNATION/GRANT
(138) NORTHWESTERN UNIVERSITY
633 CLARK ST
EVANSTON,IL60208
36-2167817   17,500 0     DONOR DESIGNATION/GRANT
(139) OCEAN COMMUNITY UNITED THEATRE INC
P O BOX 384
WESTERLY,RI02891
46-3579526   10,375 0     DONOR DESIGNATION/GRANT
(140) OLNEYVILLE NEIGHBORHOOD ASSOCIATION
122 MANTON AVENUE BOX 8 SUITE 611
PROVIDENCE,RI02909
83-0434706   51,565 0     DONOR DESIGNATION/GRANT
(141) ONE NEIGHBORHOOD BUILDERS
66 CHAFFEE STREET
PROVIDENCE,RI02909
22-3010422   76,275 0     DONOR DESIGNATION/GRANT
(142) ONWARD WE LEARN
134 THURBERS AVENUE - SUITE 111
PROVIDENCE,RI02905
22-3031765   53,826 0     DONOR DESIGNATION/GRANT
(143) OPENDOORS
485 PLAINFIELD STREET
PROVIDENCE,RI02909
52-2374370   75,000 0     DONOR DESIGNATION/GRANT
(144) OPERATION STAND DOWN RHODE ISLAND
1010 HARTFORD AVENUE
JOHNSTON,RI02919
05-0475772   8,320 0     DONOR DESIGNATION/GRANT
(145) OUR REDEEMER LUTHERAN CHURCH
54 CEDAR SWAMP ROAD
SMITHFIELD,RI02917
05-0436315   7,700 0     DONOR DESIGNATION/GRANT
(146) OUTREACH PROGRAM
93 WHIFFLETREE LANE
MARSHFIELD,MA02050
20-0636360   25,410 0     DONOR DESIGNATION/GRANT
(147) PAN MASSACHUSETTS CHALLENGE INC
77 FOURTH AVENUE
NEEDHAM,MA02494
04-2746912   29,650 0     DONOR DESIGNATION/GRANT
(148) PAWTUCKET SOUP KITCHEN
P O BOX 3102
PAWTUCKET,RI02861
05-0475296   8,303 0     DONOR DESIGNATION/GRANT
(149) PLANNED PARENTHOOD FEDERATION OF AMERICA INC
ATTN ONLINE SERVICES PO BOX 97166
WASHINGTON,DC200907166
13-1644147   19,431 0     DONOR DESIGNATION/GRANT
(150) PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND
P O BOX 4138
WOBURN,MA018889966
06-0263565   13,806 0     DONOR DESIGNATION/GRANT
(151) POTTER LEAGUE FOR ANIMALS
87 OLIPHANT LANE
MIDDLETOWN,RI02842
05-0301553   23,771 0     DONOR DESIGNATION/GRANT
(152) PRESERVE RHODE ISLAND
957 NORTH MAIN STREET
PROVIDENCE,RI02904
05-6012417   11,320 0     DONOR DESIGNATION/GRANT
(153) PROGRESO LATINO INC
626 BROAD STREET
CENTRAL FALLS,RI028632835
05-0380608   91,448 0     DONOR DESIGNATION/GRANT
(154) PROVIDENCE ANIMAL RESCUE LEAGUE
34 ELBOW STREET
PROVIDENCE,RI02903
05-0262712   12,675 0     DONOR DESIGNATION/GRANT
(155) PROVIDENCE COLLEGE FOUNDATION
549 RIVER AVENUE
PROVIDENCE,RI029180001
05-0258932   36,463 0     DONOR DESIGNATION/GRANT
(156) PROVIDENCE COMMUNITY LIBRARY
P O BOX 9267
PROVIDENCE,RI02940
36-4640304   81,539 0     DONOR DESIGNATION/GRANT
(157) PROVIDENCE COUNTRY DAY SCHOOL
660 WATERMAN AVENUE
EAST PROVIDENCE,RI02914
05-0258934   5,023 0     DONOR DESIGNATION/GRANT
(158) PROVIDENCE PERFORMING ARTS CENTER
220 WEYBOSSET STREET
PROVIDENCE,RI02903
05-0377244   7,788 0     DONOR DESIGNATION/GRANT
(159) PROVIDENCE PRESERVATION SOCIETY
24 MEETING STREET
PROVIDENCE,RI02903
05-0283958   7,777 0     DONOR DESIGNATION/GRANT
(160) PROVIDENCE PROMISE
TWO REGENCY PLAZA SUITE 4
PROVIDENCE,RI02903
47-1918920   57,565 0     DONOR DESIGNATION/GRANT
(161) PROVIDENCE PUBLIC LIBRARY
150 EMPIRE STREET
PROVIDENCE,RI02903
05-0262713   7,340 0     DONOR DESIGNATION/GRANT
(162) PROVIDENCE RESCUE MISSION
P O BOX 72753
PROVIDENCE,RI029079909
05-0503326   7,590 0     DONOR DESIGNATION/GRANT
(163) PROVIDENCE REVOLVING FUND
372 WEST FOUNTAIN STREET
PROVIDENCE,RI02903
05-0386411   50,100 0     DONOR DESIGNATION/GRANT
(164) PROVIDENCE STUDENT UNION
769 WESTMINSTER STREET
PROVIDENCE,RI02903
45-5052229   76,615 0     DONOR DESIGNATION/GRANT
(165) READ TO SUCCEED
6 WATER VALLEY ROAD
HOPE,RI02910
74-3236898   6,550 0     DONOR DESIGNATION/GRANT
(166) REENTRY CAMPUS PROGRAM
1 EMPIRE STREET SUITE 219
PROVIDENCE,RI02903
82-2962618   75,050 0     DONOR DESIGNATION/GRANT
(167) REFUGEE DREAM CENTER
747 BROAD STREET
PROVIDENCE,RI02907
47-3515841   76,790 0     DONOR DESIGNATION/GRANT
(168) RELEVANT RADIO
680 BARCLAY BOULEVARD
LINCOLNSHIRE,IL600694328
39-2003067   7,692 0     DONOR DESIGNATION/GRANT
(169) RHODE ISLAND BLACK STORYTELLERS
393 BROAD STREET
PROVIDENCE,RI02907
05-0516630   6,365 0     DONOR DESIGNATION/GRANT
(170) RHODE ISLAND BUSINESS DEVELOPMENT INSTITUTE
3 REGENCY PLAZA SUITE 3 EAST
PROVIDENCE,RI02903
47-1151685   52,735 0     DONOR DESIGNATION/GRANT
(171) RHODE ISLAND CHURCH OF CHRIST DBA CHRIST COMMUNITY CHURCH
224 WOODWARD ROAD
PROVIDENCE,RI029041055
05-0417441   16,125 0     DONOR DESIGNATION/GRANT
(172) RHODE ISLAND COALITION FOR THE HOMELESS
225 DYER STREET 2ND FLOOR
PROVIDENCE,RI02903
22-2894547   78,710 0     DONOR DESIGNATION/GRANT
(173) RHODE ISLAND COMMUNITY FOOD BANK
200 NIANTIC AVENUE
PROVIDENCE,RI02907
05-0395601   410,060 0     DONOR DESIGNATION/GRANT
(174) RHODE ISLAND FOR COMMUNITY AND JUSTICE
271 NORTH MAIN STREET
PROVIDENCE,RI02903
75-3180937   77,895 0     DONOR DESIGNATION/GRANT
(175) RHODE ISLAND FREE CLINIC
655 BROAD STREET
PROVIDENCE,RI02907
05-0501276   25,741 0     DONOR DESIGNATION/GRANT
(176) RHODE ISLAND HERITAGE HALL OF FAME
1445 WAMPANOAG TRAIL 201
RIVERSIDE,RI02915
03-0444687   10,000 0     DONOR DESIGNATION/GRANT
(177) RHODE ISLAND HISPANIC CHAMBER OF COMMERCE
1955 WESTMINISTER STREET 2ND FLOOR
PROVIDENCE,RI02909
81-2701009   6,000 0     DONOR DESIGNATION/GRANT
(178) RHODE ISLAND HOSPITAL FOUNDATION
167 POINT ST
PROVIDENCE,RI02903
05-0468736   6,725 0     DONOR DESIGNATION/GRANT
(179) RHODE ISLAND KIDS COUNT INC
ONE UNION STATION
PROVIDENCE,RI02903
06-1485449   75,570 0     DONOR DESIGNATION/GRANT
(180) RHODE ISLAND LEGAL SERVICES INC
56 PINE ST SUITE 400
PROVIDENCE,RI029032819
05-0318596   6,617 0     DONOR DESIGNATION/GRANT
(181) RHODE ISLAND PHILHARMONIC ORCHESTRA & MUSIC SCHOOL
667 WATERMAN AVENUE
EAST PROVIDENCE,RI029141712
05-0267451   24,995 0     DONOR DESIGNATION/GRANT
(182) RHODE ISLAND PUBLIC RADIO DBA THE PUBLIC'S RADIO
ONE UNION STATION
PROVIDENCE,RI02903
05-0498502   19,310 0     DONOR DESIGNATION/GRANT
(183) RHODE ISLAND ZOOLOGICAL SOCIETY
1000 ELMWOOD AVENUE
PROVIDENCE,RI02907
05-6016675   6,582 0     DONOR DESIGNATION/GRANT
(184) RI BLACK BUSINESS ASSOCIATION
220 SMITH STREET
PROVIDENCE,RI02908
45-1454867   5,100 0     DONOR DESIGNATION/GRANT
(185) RI BLACK HERITAGE SOCIETY
110 BENEVOLENT STREET
PROVIDENCE,RI02906
51-0189067   50,420 0     DONOR DESIGNATION/GRANT
(186) RI FOUNDATION
ONE UNION STATION
PROVIDENCE,RI02903
22-2604963   152,340 0     DONOR DESIGNATION/GRANT
(187) RI HOSPITAL FOUNDATION
P O BOX H
PROVIDENCE,RI02901
05-0493219   380,097 0     DONOR DESIGNATION/GRANT
(188) RI MENTORING PARTNERSHIP INC
2065 WARWICK AVENUE - UNIT 1
WARWICK,RI02889
05-0443260   5,082 0     DONOR DESIGNATION/GRANT
(189) RI SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS
155 PLAN WAY
WARWICK,RI02886
05-0262716   10,241 0     DONOR DESIGNATION/GRANT
(190) RISE-RHODE ISLANDERS SPONSORING EDUCATION
11 S ANGELL STREET
PROVIDENCE,RI029065206
06-1470525   13,900 0     DONOR DESIGNATION/GRANT
(191) RIVERZEDGE ARTS
196 SECOND AVENUE
WOONSOCKET,RI02895
13-4206227   77,026 0     DONOR DESIGNATION/GRANT
(192) ROGER WILLIAMS UNIVERSITY
ONE OLD FERRY ROAD
BRISTOL,RI028092921
05-0277222   101,528 0     DONOR DESIGNATION/GRANT
(193) RONALD MCDONALD HOUSE CHARITIES OF NEW ENGLAND
45 GAY STREET
PROVIDENCE,RI02905
22-2760752   40,361 0     DONOR DESIGNATION/GRANT
(194) SAINT ELIZABETH COMMUNITY
2364 POST ROAD SUITE 100
WARWICK,RI02886
05-0258998   6,200 0     DONOR DESIGNATION/GRANT
(195) SAINT MARY'S HOME FOR CHILDREN
420 FRUIT HILL AVENUE
NORTH PROVIDENCE,RI02911
05-0213340   6,165 0     DONOR DESIGNATION/GRANT
(196) SALVATION ARMY
386 BROAD STREET
PROVIDENCE,RI02905
13-5562351   15,119 0     DONOR DESIGNATION/GRANT
(197) SAN MIGUEL SCHOOL
525 BRANCH AVENUE
PROVIDENCE,RI02904
22-3232973   98,715 0     DONOR DESIGNATION/GRANT
(198) SAVE THE BAY
100 SAVE THE BAY DRIVE
PROVIDENCE,RI02905
05-0343046   19,796 0     DONOR DESIGNATION/GRANT
(199) SHULTZS GUEST HOUSE SERVICES INC
7 BURGESS LANE
DEDHAM,MA02026
47-2697761   40,000 0     DONOR DESIGNATION/GRANT
(200) SOCIAL ENTERPRISE GREENHOUSE
10 DAVOL SQUARE - SUITE 100
PROVIDENCE,RI02903
26-0163730   12,389 0     DONOR DESIGNATION/GRANT
(201) SOJOURN COLLEGIATE MINISTRY INC
539 W COMMERCE STREET
DALLAS,TX75208
20-5378781   6,300 0     DONOR DESIGNATION/GRANT
(202) SOJOURNER HOUSE INC
386 SMITH STREET
PROVIDENCE,RI02908
05-0370419   140,615 0     DONOR DESIGNATION/GRANT
(203) SOPHIA ACADEMY
582 ELMWOOD AVENUE
PROVIDENCE,RI02907
31-1736069   7,814 0     DONOR DESIGNATION/GRANT
(204) SOUTH COUNTY HEALTH
100 KENYON AVENUE
WAKEFIELD,RI02879
05-0259093   9,325 0     DONOR DESIGNATION/GRANT
(205) SOUTHERN RHODE ISLAND CONSERVATION DISTRICT
PO BOX 1636
KINGSTON,RI02881
05-0396550   85,000 0     DONOR DESIGNATION/GRANT
(206) SOUTHPOINTE CHRISTIAN CHURCH
200 PETTACONSETT AVENUE
WARWICK,RI02888
45-3065348   17,620 0     DONOR DESIGNATION/GRANT
(207) SOUTHSIDE COMMUNITY LAND TRUST
404 BROAD STREET
PROVIDENCE,RI02907
05-0394224   11,023 0     DONOR DESIGNATION/GRANT
(208) SPECIAL OLYMPICS RHODE ISLAND INC
370 GEORGE WASHINGTON HIGHWAY
SMITHFIELD,RI02917
05-0377867   11,661 0     DONOR DESIGNATION/GRANT
(209) ST AUGUSTINE-PROVIDENCE
635 MOUNT PLEASANT AVE
PROVIDENCE,RI02908
05-0342670   16,000 0     DONOR DESIGNATION/GRANT
(210) ST JUDE CHILDRENS RESEARCH HOSPITAL INC
501 ST JUDE PLACE
MEMPHIS,TN38105
62-0646012   27,129 0     DONOR DESIGNATION/GRANT
(211) ST PATRICK ACADEMY
244 SMITH STREET
PROVIDENCE,RI02908
05-0348697   15,669 0     DONOR DESIGNATION/GRANT
(212) STAND UP FOR ANIMALS
33 LARRY HIRSCH LANE - SUITE B
WESTERLY,RI02891
35-2175841   6,984 0     DONOR DESIGNATION/GRANT
(213) STATE OF RHODE ISLAND - RIDE
50 SERVICE AVENUE
WARWICK,RI02886
05-6000522   10,000 0     DONOR DESIGNATION/GRANT
(214) STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION
2361 HYLAN BOULEVARD
STATEN ISLAND,NY10306
02-0554654   7,423 0     DONOR DESIGNATION/GRANT
(215) TEACH FOR AMERICA - DONATIONS (DBM)
PO BOX 411139
BOSTON,MA022411139
13-3541913   6,100 0     DONOR DESIGNATION/GRANT
(216) TEMPLE BETH-EL
70 ORCHARD AVENUE
PROVIDENCE,RI02906
05-0264805   16,830 0     DONOR DESIGNATION/GRANT
(217) TEMPLE EMANUEL
99 TAFT AVENUE
PROVIDENCE,RI02906
05-0259273   5,350 0     DONOR DESIGNATION/GRANT
(218) THE FOGARTY CENTER
310 MAPLE AVENUE SUITE 102
BARRINGTON,RI02806
04-2936360   9,923 0     DONOR DESIGNATION/GRANT
(219) THE IRELAND FUNDS AMERICA
10 POST OFFICE SQUARE SUITE N950
BOSTON,MA02109
25-1306992   6,400 0     DONOR DESIGNATION/GRANT
(220) THE JONNYCAKE CENTER INC - PEACE DALE
22 KERSEY ROAD
PEACE DALE,RI02879
05-0374356   26,239 0     DONOR DESIGNATION/GRANT
(221) THE LATINO POLICY INSTITUTE
24 CORLISS STREET UNIT 41151
PROVIDENCE,RI02904
92-0658298   140,365 0     DONOR DESIGNATION/GRANT
(222) THE MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH
111 WEST 33RD STREET - 10TH FLOOR
NEW YORK,NY10017
13-4141945   53,134 0     DONOR DESIGNATION/GRANT
(223) THE MILAGROS PROJECT
80 MAIN STREET
MANVILLE,RI02838
87-4481728   75,000 0     DONOR DESIGNATION/GRANT
(224) THE PLACE OF FORSYTH COUNTY INC
2550 THE PLACE CIRCLE
CUMMING,GA30040
58-2355072   40,000 0     DONOR DESIGNATION/GRANT
(225) THE PRESERVATION SOCIETY OF NEWPORT COUNTY
424 BELLEVUE AVENUE
NEWPORT,RI02840
05-0252708   10,594 0     DONOR DESIGNATION/GRANT
(226) THE PROVIDENCE CENTER
528 NORTH MAIN STREET
PROVIDENCE,RI02904
05-0316969   23,388 0     DONOR DESIGNATION/GRANT
(227) THE TOMORROW FUND
593 EDDY STREET - POB BUILDING -
SUITE 422
PROVIDENCE,RI02903
05-0450569   23,756 0     DONOR DESIGNATION/GRANT
(228) THOMPSON ISLAND OUTWARD BOUND
P O BOX 127
BOSTON,MA021270002
04-3027900   30,000 0     DONOR DESIGNATION/GRANT
(229) THRIVE BEHAVIORAL HEALTH
2756 POST ROAD SUITE 100
WARWICK,RI02886
51-0189278   10,133 0     DONOR DESIGNATION/GRANT
(230) TIDES FAMILY SERVICES
215 WASHINGTON STREET
WEST WARWICK,RI02893
22-2478229   10,947 0     DONOR DESIGNATION/GRANT
(231) TIMES2 STEM ACADEMY
50 FILLMORE STREET
PROVIDENCE,RI02908
22-2513598   6,155 0     DONOR DESIGNATION/GRANT
(232) TOMAQUAG INDIAN MEMORIAL MUSEUM
390 A SUMMIT ROAD
EXETER,RI02822
05-0352796   76,682 0     DONOR DESIGNATION/GRANT
(233) TOWN OF PALM BEACH UNITED WAY INC
44 COCOANUT ROW SUITE M201
PALM BEACH,FL33480
59-6037885   10,000 0     DONOR DESIGNATION/GRANT
(234) TRI-COUNTY COMMUNITY ACTION AGENCY
11 EMANUEL STREET
NORTH PROVIDENCE,RI02911
05-0309695   66,430 0     DONOR DESIGNATION/GRANT
(235) TRINITY REPERTORY COMPANY
201 WASHINGTON STREET
PROVIDENCE,RI02903
22-2547262   11,810 0     DONOR DESIGNATION/GRANT
(236) TRUSTEES OF DARTMOUTH COLLEGE
GIFT RECORDING OFFICER 6066
DEVELOPING OFFICE
HANOVER,NH03755
02-0222111   6,500 0     DONOR DESIGNATION/GRANT
(237) UFCW LOCAL 328 CHARITABLE FDTN
278 SILVER SPRING STREET
PROVIDENCE,RI02904
20-0678926   5,411 0     DONOR DESIGNATION/GRANT
(238) UNITED WAY OF COASTAL FAIRFIELD COUNTY
855 MAIN STREET - 10TH FLOOR
BRIDGEPORT,CT066044915
06-0864341   5,888 0     DONOR DESIGNATION/GRANT
(239) UNITED WAY OF GREATER ATLANTA
40 COURTLAND STREET NE 300
ATLANTA,GA30303
58-0566194   6,579 0     DONOR DESIGNATION/GRANT
(240) UNITED WAY OF GREATER FALL RIVER INC
P O BOX 2550
FALL RIVER,MA027222550
04-2104026   6,553 0     DONOR DESIGNATION/GRANT
(241) UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY
225 WEST VINE STREET
MILWAUKEE,WI532123935
39-0806190   5,123 0     DONOR DESIGNATION/GRANT
(242) UNITED WAY OF MASSACHUSETTS BAY & MERRIMACK VALLEY
9 CHANNEL CENTER STREET - SUITE 500
BOSTON,MA02210
04-2382233   28,885 0     DONOR DESIGNATION/GRANT
(243) UNITED WAY OF METROPOLITAN CHICAGO
333 SOUTH WABASH AVENUE - 30TH
FLOOR
CHICAGO,IL60604
30-0200478   6,917 0     DONOR DESIGNATION/GRANT
(244) UNIVERSITY OF HARTFORD
200 BLOMFIELD AVENUE
WEST HARTFORD,CT061179950
06-0731360   6,000 0     DONOR DESIGNATION/GRANT
(245) UNIVERSITY OF RHODE ISLAND FOUNDATION
79 UPPER COLLEGE RD
KINGSTON,RI02881
05-6014351   30,148 0     DONOR DESIGNATION/GRANT
(246) VERMONT FOODBANK
33 PARKER ROAD
BARRE,VT05641
22-3021942   13,455 0     DONOR DESIGNATION/GRANT
(247) VILLAGE COMMON OF RI
245 WATERMAN STREET SUITE 406
PROVIDENCE,RI02906
47-3675451   7,372 0     DONOR DESIGNATION/GRANT
(248) VISITING NURSE SERVICES OF NEWPORT AND BRISTOL COUNTIES
1184 EAST MAIN ROAD
PORTSMOUTH,RI02871
05-0258915   8,857 0     DONOR DESIGNATION/GRANT
(249) WATERFIRE - PROVIDENCE
475 VALLEY STREET
PROVIDENCE,RI02908
22-2951612   9,450 0     DONOR DESIGNATION/GRANT
(250) WELLESLEY COLLEGE FOUNDATION
106 CENTRAL STREET
WELLESLEY,MA02481
04-2103637   18,463 0     DONOR DESIGNATION/GRANT
(251) WESTBAY COMMUNITY ACTION INC
487 JEFFERSON BOULEVARD
WARWICK,RI02886
05-0311985   44,208 0     DONOR DESIGNATION/GRANT
(252) WESTERLY AREA REST MEALS (WARM CENTER)
56 SPRUCE STREET
WESTERLY,RI02891
22-2887878   17,875 0     DONOR DESIGNATION/GRANT
(253) WGBH
ONE GUEST STREET
BOSTON,MA02135
04-3312069   16,410 0     DONOR DESIGNATION/GRANT
(254) WHAT IF FOUNDATION
1569 SOLANO AVENUE 192
BERKELEY,CA94707
91-2121669   5,500 0     DONOR DESIGNATION/GRANT
(255) WOLF SCHOOL
215 FERRIS AVENUE
EAST PROVIDENCE,RI02916
05-0506471   5,050 0     DONOR DESIGNATION/GRANT
(256) WOMEN & INFANTS' HOSPITAL
101 DUDLEY STREET
PROVIDENCE,RI02905
05-0258937   13,051 0     DONOR DESIGNATION/GRANT
(257) WOMEN'S FUND OF RHODE ISLAND
222 CHESTNUT STREET - 1ST FLOOR
PROVIDENCE,RI02903
06-1741539   14,508 0     DONOR DESIGNATION/GRANT
(258) WOMEN'S REFUGEE CARE
570 BROAD STREET SUITE 103
PROVIDENCE,RI02907
47-4084932   75,652 0     DONOR DESIGNATION/GRANT
(259) WOONASQUATUCKET RIVER WATERSHED COUNCIL
45 EAGLE STREET SUITE 202
PROVIDENCE,RI02909
05-0519694   53,402 0     DONOR DESIGNATION/GRANT
(260) WORLD HOPE INTERNATIONAL INC
1330 BRADDOCK PLACE
ALEXANDRIA,VA22314
35-1985485   15,000 0     DONOR DESIGNATION/GRANT
(261) WOUNDED WARRIOR PROJECT INC
4899 BELFORT ROAD - SUITE 300
JACKSONVILLE,FL32256
20-2370934   6,151 0     DONOR DESIGNATION/GRANT
(262) YANKEE GOLDEN RETRIEVER RESCUE
110 CHAPIN ROAD
HUDSON,MA01749
04-2857191   8,175 0     DONOR DESIGNATION/GRANT
(263) YMCA-OCEAN COMMUNITY
95 HIGH STREET
WESTERLY,RI02891
05-0268126   28,860 0     DONOR DESIGNATION/GRANT
(264) YOUNG VOICES
204 WESTMINSTER STREET SUITE 2A
PROVIDENCE,RI02903
42-2103674   80,150 0     DONOR DESIGNATION/GRANT
(265) YOUTH IN ACTION
672 BROAD STREET
PROVIDENCE,RI02907
05-0495230   78,093 0     DONOR DESIGNATION/GRANT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
276
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) 2023

Schedule I (Form 990) 2023
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: GRANTS AND DESIGNATIONS TOTALING $9,821,294 PROVIDED TO 501(C)3 AGENCIES IN THE UNITED STATES. INCLUDED IN THIS TOTAL ARE PAYMENTS TO ALL AGENCIES, INCLUDING THOSE THAT RECEIVED $5,000 OR MORE IN PAYMENTS. IN SEVERAL INSTANCES, AGENCIES RECEIVED BOTH DONOR DESIGNATIONS AND PROGRAM GRANT FUNDING. FOR PROGRAM GRANT FUNDING, UNITED WAY OF RI APPLIES A TRANSPARENT OPEN INVITATION AND BID PROCESS PRIOR TO AWARDING FUNDING TO AGENCIES. THERE IS AN OPEN APPLICATION PROCESS THAT INCLUDES AN EXPLANATION OF THE PROPOSED USE AND EXPECTED RESULTS FROM THE USE OF THE FUNDS. THE APPLICATIONS ARE REVIEWED BY A COMMITTEE COMPRISED OF COMMUNITY LEADERS AND UNITED WAY OF RI STAFF. DURING THIS PROCESS, THE COMMITTEE REVIEWS THE PROPOSALS AND DETERMINES THOSE THAT WILL PROVIDE THE BEST RETURN ON INVESTMENT FOR THE COMMUNITY. AGENCIES THAT APPLY ARE REVIEWED FOR THEIR PROPOSAL AND A FINANCIAL REVIEW OF THE AGENCY IS COMPLETED BY THE COMMITTEE TO GAIN A LEVEL OF ASSURANCE THAT THE AWARDED AGENCIES WILL FOLLOW SOUND FISCAL POLICIES. RECOMMENDATIONS BY THE COMMITTEE ARE PRESENTED TO THE UNITED WAY OF RI BOARD OF DIRECTORS, WHO THEN VOTE AND HAVE FINAL AUTHORIZATION ON AWARDING PROGRAM GRANTS. AGENCIES THAT ARE AWARDED PROGRAM GRANTS ARE REQUIRED TO SIGN A WRITTEN CONTRACT WITH UNITED WAY OF RI, WHICH STIPULATES THE TERMS AND CONDITIONS OF THE PROGRAM GRANT. GRANTEES ARE REQUIRED TO PROVIDE UNITED WAY OF RI WITH SEMI-ANNUAL REPORTS THAT SHOW HOW THE FUNDING WAS UTILIZED AND REPORT ON THE OUTCOMES ACHIEVED. THESE AGENCIES ARE ALSO REQUIRED TO PROVIDE A FINAL REPORT TO THE UNITED WAY OF RI . THE FINAL REPORT VERIFIES THAT ALL FUNDS HAVE BEEN USED FOR THE INTENDED PURPOSES, AND AN ASSESSMENT IS COMPLETED OF THE ACTUAL RESULTS ACHIEVED COMPARED TO THE PROPOSED RESULTS IN THE INITIAL APPLICATION AND SIGNED PROGRAM GRANT CONTRACT. FOR BOTH PROGRAM GRANTS AND DONOR DESIGNATIONS, BEFORE UNITED WAY OF RI DISBURSES ANY FUNDS TO AGENCIES, THE AGENCIES ARE FIRST SCREENED BY UNITED WAY OF RI TO VERIFY THE AGENCY IS AN IRS CODE SEC. 501(C)3 PUBLIC CHARITY.
Schedule I (Form 990) 2023



Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic Attach to Form 990.
medium right arrow graphic Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
UNITED WAY OF RHODE ISLAND INC
 
Employer identification number

05-0276059
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
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
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2023

Schedule J (Form 990) 2023
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
1CORTNEY NICOLATO
PRESIDENT AND CEO
(i)

(ii)
276,084
-------------
0
27,789
-------------
0
0
-------------
0
8,403
-------------
0
23,472
-------------
0
335,748
-------------
0
0
-------------
0
2ROBERT BUSH
CHIEF STRATEGY & OPERATIONS OFFICER
(i)

(ii)
176,654
-------------
0
2,000
-------------
0
0
-------------
0
0
-------------
0
22,765
-------------
0
201,419
-------------
0
0
-------------
0
3IDREES OLANREWAJU AJAKAIYE
CHIEF DEVELOPMENT OFFICER
(i)

(ii)
164,766
-------------
0
1,500
-------------
0
0
-------------
0
0
-------------
0
23,972
-------------
0
190,238
-------------
0
0
-------------
0
4LARRY WARNER
CHIEF IMPACT & EQUITY OFFICER
(i)

(ii)
168,549
-------------
0
2,000
-------------
0
0
-------------
0
3,488
-------------
0
1,470
-------------
0
175,507
-------------
0
0
-------------
0
5MARY ANN CANAVAN
CHIEF FINANCIAL OFFICER
(i)

(ii)
142,471
-------------
0
2,000
-------------
0
0
-------------
0
4,282
-------------
0
16,355
-------------
0
165,108
-------------
0
0
-------------
0
6LYNN CORWIN
EXECUTIVE ADVISOR, STRATEGY
(i)

(ii)
123,728
-------------
0
2,000
-------------
0
0
-------------
0
7,778
-------------
0
23,377
-------------
0
156,883
-------------
0
0
-------------
0
Schedule J (Form 990) 2023

Schedule J (Form 990) 2023
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 1B POLICY IS DISCUSSED ON AN ONGOING BASIS WITH THE BOARD OF DIRECTORS AT REGULARLY SCHEDULED MEETINGS.
PART I, LINE 3 FOR THE PROCESS FOR DETERMINING THE ANNUAL COMPENSATION AND BENEFITS FOR THE PRESIDENT AND CEO AT UNITED WAY IS DESCRIBED IN DETAIL IN PART VI (GOVERNANCE). QUESTION #15A.
SCHEDULE J, PART II - COMPENSATION FOR PRESIDENT AND CEO THE COMPENSATION INFORMATION REPORTED IN PART II WAS BASED ON REPORTING CALENDAR YEAR PER IRS FORM INSTRUCTIONS SO THAT IT ALL ALIGNS WITH 2022 W-2 AND FORM 941 DATA SEPARATELY REPORTED TO THE IRS.
SCHEDULE J, PART II COLUMN D: NON-TAXABLE BENEFITS REPORTED INCLUDE MEDICAL INSURANCE, DENTAL INSURANCE, LIFE, AND LONG-TERM DISABILITY INSURANCE, AND COMPANY MATCH ON THE 403(B) RETIREMENT PLAN CONTRIBUTIONS. THESE NON-TAXABLE BENEFITS ARE THE SAME THAT ARE OFFERED TO ALL UNITED WAY OF RI EMPLOYEES.
SCHEDULE J, PART II COLUMN E: TOTAL COMPENSATION THIS YEAR WAS BASED ON CALENDAR YEAR DATA.
Schedule J (Form 990) 2023

Additional Data


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


Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large image Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large image Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
UNITED WAY OF RHODE ISLAND INC
 
Employer identification number

05-0276059
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 52 750,341 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 ( LAPTOPS ) X 15 6,000 FAIR MARKET VALUE
26 Other Right pointing arrow large image ( PRIZES ) X 1 1,000 FAIR MARKET VALUE
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
0
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2023)
Schedule M (Form 990) (2023)
Page 2
Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
Schedule M (Form 990) (2023)

Additional Data


Software ID:  
Software Version:  
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.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
UNITED WAY OF RHODE ISLAND INC
 
Employer identification number

05-0276059
Return Reference Explanation
FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE IS THE BOARD COMMITTEE RESPONSIBLE FOR THE ANNUAL DETAILED REVIEW OF THE AUDITED FINANCIAL STATEMENTS AND FORM 990 FOR UNITED WAY OF RI. THE AUDIT COMMITTEE IS RESPONSIBLE FOR ENSURING THAT MANAGEMENT HAS COMPLETED ITS FORM 990 TO FULLY COMPLY WITH IRS REGULATIONS AND THAT THE PRESENTATION OF THE AUDITED REPORTS FAIRLY PRESENT IN ALL MATERIAL RESPECTS THE FINANCIAL CONDITION AND OPERATIONAL RESULTS OF UNITED WAY OF RI. EXECUTIVE MANAGEMENT IS RESPONSIBLE FOR THE ACTUAL RESULTS. THE AUDIT COMMITTEE MET WITH MANAGEMENT AND ITS CPA FIRM, KAHN, LITWIN & RENZA (KLR), TO REVIEW THE AUDIT REPORT AND AUDITED FINANCIAL STATEMENTS AND RECEIVE A DETAILED PRESENTATION BY MANAGEMENT. THE FORM 990 WAS REVIEWED BY THE AUDIT COMMITTEE WITH MANAGEMENT AND KLR. THE AUDIT COMMITTEE MEMBERS ASKED QUESTIONS PERTAINING TO THE COMPLETED FORM 990. THE AUDIT COMMITTEE THEN VOTES AND RECOMMENDS THAT THE FINAL FORM 990 BE SUBMITTED. IN ADDITION TO PROVIDING EACH MEMBER OF THE BOARD OF DIRECTORS WITH A COPY OF THE FINAL FORM 990, PRIOR TO ITS IRS FILING, A FORMAL SUMMARY IS GIVEN TO THE BOARD OF DIRECTORS BY MANAGEMENT WITH SPECIAL ATTENTION TO PART VI (GOVERNANCE, MANAGEMENT AND DISCLOSURE). ONCE THE FORM 990 IS FILED WITH THE IRS, MANAGEMENT POSTS AN ELECTRONIC COPY OF ITS AUDITED FINANCIAL STATEMENTS, FORM 990 AND CEO/CFO FINANCIAL STATEMENT CERTIFICATION DOCUMENT ON ITS WEBSITE (WWW.UNITEDWAYRI.ORG) FOR PUBLIC INSPECTION.
FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES AND BOARD MEMBERS ARE REQUIRED ANNUALLY TO COMPLETE A WRITTEN CONFLICT OF INTEREST FORM DISCLOSING ALL POTENTIAL CONFLICTS OR DUALITIES OF INTEREST. THE EMPLOYEE OR BOARD MEMBER IS REQUIRED TO SIGN AND RETURN THE FORM TO THE STAFF ETHICS OFFICER. ONCE ALL SAID FORMS ARE COLLECTED BY THE STAFF ETHICS OFFICER, THEY ARE THEN REVIEWED BY THE ETHICS COMMITTEE (THREE BOARD MEMBER VOLUNTEERS) TO ENSURE COMPLIANCE WITH THE POLICY. ANY EXCEPTIONS TO UNITED WAY OF RI POLICY ARE ADDRESSED BY THE ETHICS COMMITTEE WITH THE EMPLOYEE OR BOARD MEMBER INVOLVED; THESE EXCEPTIONS ARE DOCUMENTED IN A WRITTEN MEMORANDUM. AFTER THIS ANNUAL PROCESS IS COMPLETED, THE ETHICS COMMITTEE CHAIR THEN REPORTS OUT IN SUMMARY TO THE BOARD OF DIRECTORS AT A REGULARLY SCHEDULED BOARD MEETING.
FORM 990, PART VI, SECTION B, LINE 15 FORM 990, PART VI, SECTION B, LINE 15A: BOARD OF DIRECTORS OVERSIGHT, CEO PERFORMANCE AND COMPENSATION IS OVERSEEN BY THE COMPENSATION AND BENEFITS COMMITTEE OF THE BOARD. SPECIFIC RECOMMENDATIONS RELATED TO COMPENSATION ARE MADE BY THE COMPENSATION AND BENEFITS COMMITTEE WHICH IS COMPOSED OF BOARD MEMBERS, STAFF, AND VOLUNTEERS. RECOMMENDATIONS ARE PUT FORWARD TO THE ENTIRE BOARD OF DIRECTORS FOR DISCUSSION AND APPROVAL IN AN EXECUTIVE SESSION OF THE BOARD OF DIRECTORS WITHOUT STAFF PRESENT. COMPARATIVE SALARY DATA: THE COMPENSATION AND BENEFITS COMMITTEE IS PROVIDED WITH CEO SALARY INFORMATION OF MORE THAN TEN COMPARABLE ORGANIZATIONS, CAPTURING NATIONAL, REGIONAL, AND LOCAL COMPENSATION DATA FOR SIMILARLY SIZED ORGANIZATIONS. PERFORMANCE-BASED SYSTEM: CEO PERFORMANCE IS ANNUALLY ASSESSED BY THE COMPENSATION AND BENEFITS COMMITTEE AND PRESENTED TO THE FULL BOARD OF DIRECTORS IN AN EXECUTIVE SESSION (AS NOTED ABOVE, COMPENSATION DECISIONS ARE OVERSEEN BY THE SAME GROUP). ALL MEMBERS OF THE BOARD OF DIRECTORS ARE ABLE TO PROVIDE WRITTEN INPUT ON THE CEO'S PERFORMANCE. THE CEO HAS DOCUMENTED GOALS AND OBJECTIVES ON WHICH PERFORMANCE IS BASED, IN ADDITION TO DOCUMENTED DETAIL THAT GUIDES THE AWARD OF A BONUS, IF ANY. THE DISCUSSION AND BONUS AWARD ARE DOCUMENTED TO SUPPORT IMPLEMENTATION. FORM 990, PART VI, SECTION B, LINE 15B: THE SALARY DATA FOR OTHER OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION IS REVIEWED BY INDEPENDENT PERSONS (COMPENSATION COMMITTEE). COMPENSATION SALARY DATA: THE COMPENSATION COMMITTEE REVIEWS COMPENSATION DATA FOR OTHER OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION. COMPENSATION DATA IS OBTAINED FROM COMPARABLE-SIZED ORGANIZATIONS CONSISTENT WITH THE CEO COMPENSATION PROCESS.
FORM 990, PART VI, SECTION C, LINE 19 UNITED WAY OF RI MAKES AVAILABLE ON ITS OWN WEBSITE THE ANNUAL AUDITED FINANCIAL STATEMENTS. AS OF THIS FILING, UNITED WAY OF RI HAS AN ELECTRONIC VERSION OF ITS FINANCIAL STATEMENTS FOR ITS THREE MOST CURRENT FISCAL YEARS FOR PUBLIC INSPECTION AND PRINT. UNITED WAY OF RI AT THIS TIME DOES NOT FORMALLY MAKE AVAILABLE TO THE PUBLIC ITS GOVERNING DOCUMENT OR CONFLICT OF INTEREST POLICY.
FORM 990, PART XII, LINE 2C THE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE YEAR.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2023


Additional Data


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

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
UNITED WAY OF RHODE ISLAND INC
 
Employer identification number

05-0276059
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











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












For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
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) 50 VALLEY LAND CONDOMINIUM

50 VALLEY ST
PROVIDENCE,RI029092459
47-0984891
LAND-ONLY CONDOMINIUM RI UNITED WAY OF RHODE ISLAND INCE
 
C     70.000 % Yes  












Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
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
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f 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
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
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





Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
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) 2023
Schedule R (Form 990) 2023
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
Schedule R (Form 990) 2023

Additional Data


Software ID:  
Software Version: