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UNITED WAY OF PALM BEACH COUNTY, INC. - Florida Company Profile

Company Details

Entity Name: UNITED WAY OF PALM BEACH COUNTY, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Non-Profit
Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 19 Mar 1962 (63 years ago)
Last Event: AMENDMENT
Event Date Filed: 15 Nov 2016 (8 years ago)
Document Number: 703769
FEI/EIN Number 590683258

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 477 S. ROSEMARY AVENUE SUITE 230, WEST PALM BEACH, FL, 33401, US
Mail Address: 477 S. ROSEMARY AVENUE SUITE 230, WEST PALM BEACH, FL, 33401, US
ZIP code: 33401
County: Palm Beach
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
EMPLOYEE BENEFIT PLAN OF UNITED WAY OF PALM BEACH COUNTY, INC. 2023 590683258 2024-07-16 UNITED WAY OF PALM BEACH COUNTY,INC 83
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 624200
Sponsor’s telephone number 5613756619
Plan sponsor’s address 477 S. ROSEMARY AVENUE, SUITE 230, WEST PALM BEACH, FL, 33401

Signature of

Role Plan administrator
Date 2024-07-16
Name of individual signing LAURIE GEORGE
Valid signature Filed with authorized/valid electronic signature
EMPLOYEE BENEFIT PLAN OF UNITED WAY OF PALM BEACH COUNTY INC 2021 590683258 2022-06-14 UNITED WAY OF PALM BEACH COUNTY 68
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 624200
Sponsor’s telephone number 5613756656
Plan sponsor’s address 477 S ROSEMARY AVE, SUITE 230, WEST PALM BEACH, FL, 33401

Signature of

Role Plan administrator
Date 2022-06-14
Name of individual signing LAURIE GEORGE
Valid signature Filed with authorized/valid electronic signature
EMPLOYEE BENEFIT PLAN OF UNITED WAY OF PALM BEACH COUNTY INC 2020 590683258 2021-09-27 UNITED WAY OF PALM BEACH COUNTY 62
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 624200
Sponsor’s telephone number 5613756656
Plan sponsor’s address 477 S ROSEMARY AVE, SUITE 230, WEST PALM BEACH, FL, 33401

Signature of

Role Plan administrator
Date 2021-09-27
Name of individual signing LAURIE GEORGE
Valid signature Filed with authorized/valid electronic signature
EMPLOYEE BENEFIT PLAN OF UNITED WAY OF PALM BEACH COUNTY INC 2019 590683258 2020-10-12 UNITED WAY OF PALM BEACH COUNTY 55
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 624200
Sponsor’s telephone number 5613756656
Plan sponsor’s address 477 S ROSEMARY AVE, SUITE 230, WEST PALM BEACH, FL, 33401

Signature of

Role Plan administrator
Date 2020-10-12
Name of individual signing LAURIE GEORGE
Valid signature Filed with authorized/valid electronic signature
EMPLOYEE BENEFIT PLAN OF UNITED WAY OF PALM BEACH COUNTY INC 2018 590683258 2019-10-10 UNITED WAY OF PALM BEACH COUNTY 65
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 624200
Sponsor’s telephone number 5613756656
Plan sponsor’s address 477 S ROSEMARY AVE, SUITE 230, WEST PALM BEACH, FL, 33401

Signature of

Role Plan administrator
Date 2019-10-10
Name of individual signing LAURIE GEORGE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-10-10
Name of individual signing LAURIE GEORGE
Valid signature Filed with authorized/valid electronic signature
EMPLOYEE BENEFIT PLAN OF UNITED WAY OF PALM BEACH COUNTY INC 2017 590683258 2018-10-12 UNITED WAY OF PALM BEACH COUNTY INC 62
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 624200
Sponsor’s telephone number 5613756656
Plan sponsor’s address 477 S. ROSEMARY AVENUE, SUITE 230, WEST PALM BEACH, FL, 33401

Signature of

Role Plan administrator
Date 2018-10-12
Name of individual signing MAURICE VANVIELD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-10-12
Name of individual signing MAURICE VANVIELD
Valid signature Filed with authorized/valid electronic signature
403(B) THRIFT PLAN OF UNITED WAY OF PALM BEACH COUNTY, INC. 2015 590683258 2016-07-20 UNITED WAY OF PALM BEACH COUNTY INC. 5
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1989-01-01
Business code 624200
Sponsor’s telephone number 5613756600
Plan sponsor’s address 477 S. ROSEMARY AVENUE, SUITE 230, WEST PALM BEACH, FL, 33401

Signature of

Role Plan administrator
Date 2016-07-20
Name of individual signing ROGER WILSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-07-20
Name of individual signing ROGER WILSON
Valid signature Filed with authorized/valid electronic signature
403(B) THRIFT PLAN OF UNITED WAY OF PALM BEACH COUNTY, INC. 2015 590683258 2016-10-12 UNITED WAY OF PALM BEACH COUNTY INC 5
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1989-01-01
Business code 624200
Sponsor’s telephone number 5613756600
Plan sponsor’s address 477 S. ROSEMARY AVE, SUITE 230, WEST PALM BEACH, FL, 33401

Signature of

Role Plan administrator
Date 2016-10-12
Name of individual signing ROGER WILSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-10-12
Name of individual signing ROGER WILSON
Valid signature Filed with authorized/valid electronic signature
403B THRIFT PLAN OF UNITED WAY OF PALM BEACH COUNTY, INC. 2014 590683258 2015-07-28 UNITED WAY OF PALM BEACH COUNTY, INC. 6
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1989-01-01
Business code 624200
Plan sponsor’s address 2600 QUANTUM BLVD, BOYNTON BEACH, FL, 33426

Signature of

Role Plan administrator
Date 2015-07-28
Name of individual signing ROGER WILSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-07-28
Name of individual signing ROGER WILSON
Valid signature Filed with authorized/valid electronic signature
403B THRIFT PLAN OF UNITED WAY OF PALM BEACH COUNTY, INC. 2013 590683258 2014-07-21 UNITED WAY OF PALM BEACH COUNTY, INC 6
File View Page
Three-digit plan number (PN) 003
Effective date of plan 1989-01-01
Business code 624200
Plan sponsor’s address 2600 QUANTUM BLVD, BOYNTON BEACH, FL, 33426

Signature of

Role Plan administrator
Date 2014-07-21
Name of individual signing MARK ERICKSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-07-21
Name of individual signing MARK ERICKSON
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
George Laura Phd President 477 S. ROSEMARY AVENUE SUITE 230, WEST PALM BEACH, FL, 33401
Taylor Allison Treasurer 477 S. ROSEMARY AVENUE SUITE 230, WEST PALM BEACH, FL, 33401
Hudson-Miller Tula Seni 477 S. ROSEMARY AVENUE SUITE 230, WEST PALM BEACH, FL, 33401
Chase Christopher Phd Secretary 477 S. ROSEMARY AVENUE SUITE 230, WEST PALM BEACH, FL, 33401
Jenkins Craig Boar 477 S. ROSEMARY AVENUE SUITE 230, WEST PALM BEACH, FL, 33401
Hunter Tony Vice President 477 S. ROSEMARY AVENUE SUITE 230, WEST PALM BEACH, FL, 33401
HUDSON-MILLER TULA Agent 477 S. ROSEMARY AVENUE SUITE 230, WEST PALM BEACH, FL, 33401

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2020-04-29 HUDSON-MILLER, TULA -
CHANGE OF PRINCIPAL ADDRESS 2016-11-15 477 S. ROSEMARY AVENUE SUITE 230, WEST PALM BEACH, FL 33401 -
AMENDMENT 2016-11-15 - -
CHANGE OF MAILING ADDRESS 2016-11-15 477 S. ROSEMARY AVENUE SUITE 230, WEST PALM BEACH, FL 33401 -
AMENDED AND RESTATEDARTICLES 2014-01-30 - -
REGISTERED AGENT ADDRESS CHANGED 2009-08-20 477 S. ROSEMARY AVENUE SUITE 230, WEST PALM BEACH, FL 33401 -
MERGER 2002-05-21 - CORPORATION WAS A MERGER RESULT. TOTAL NUMBER OF QUALIFIED CORPORATION(S) INVOLVED WAS 1. MERGER NUMBER 100000041381
EVENT CONVERTED TO NOTES 1992-07-01 - -
NAME CHANGE AMENDMENT 1975-04-29 UNITED WAY OF PALM BEACH COUNTY, INC. -
NAME CHANGE AMENDMENT 1966-05-23 UNITED FUND OF PALM BEACH COUNTY, INC. -

Documents

Name Date
ANNUAL REPORT 2024-01-31
ANNUAL REPORT 2023-03-06
ANNUAL REPORT 2022-02-22
ANNUAL REPORT 2021-02-03
ANNUAL REPORT 2020-04-29
ANNUAL REPORT 2019-02-04
ANNUAL REPORT 2018-01-17
ANNUAL REPORT 2017-01-06
Amendment 2016-11-15
ANNUAL REPORT 2016-01-25

USAspending Awards. Financial Assistance

FAIN Awarding Agency Assistance Listings Start Date End Date Description
V11037 Department of the Treasury 21.009 - VOLUNTEER INCOME TAX ASSISTANCE (VITA) MATCHING GRANT PROGRAM 2010-07-01 2011-06-30 FREE VOLUNTEER TAX PREPARATION PROGRAM BENEFITTING LOW-INCOME TAX PAYERS
Recipient UNITED WAY OF PALM BEACH COUNTY, INC.
Recipient Name Raw UNITED WAY OF PALM BEACH COUNTY INC.
Recipient UEI L6NGVGH3RJH5
Recipient DUNS 085017689
Recipient Address 2600 QUANTUM BOULEVARD, BOYNTON BEACH, PALM BEACH, FLORIDA, 33426-8627, UNITED STATES
Obligated Amount 180000.00
Non-Federal Funding 0.00
Original Subsidy Cost 0.00
Face Value of Direct Loan 0.00
Link View Page
V10254 Department of the Treasury 21.008 - LOW INCOME TAXPAYER CLINICS 2009-07-01 2010-06-30 FREE VOLUNTEER TAX PREPARATION PROGRAM BENEFITTING LOW-INCOME TAXPAYERS
Recipient UNITED WAY OF PALM BEACH COUNTY, INC.
Recipient Name Raw UNITED WAY OF PALM BEACH COUNTY INC
Recipient UEI L6NGVGH3RJH5
Recipient DUNS 085017689
Recipient Address 2600 QUANTUM BOULEVARD, BOYNTON BEACH, PALM BEACH, FLORIDA, 33426-8627, UNITED STATES
Obligated Amount 140000.00
Non-Federal Funding 0.00
Original Subsidy Cost 0.00
Face Value of Direct Loan 0.00
Link View Page
V90064 Department of the Treasury 21.003 - TAXPAYER SERVICE 2008-10-01 2009-06-30 VITA GRANT PROGRAM
Recipient UNITED WAY OF PALM BEACH COUNTY, INC.
Recipient Name Raw UNITED WAY OF PALM BEACH COUNTY INC.
Recipient UEI L6NGVGH3RJH5
Recipient DUNS 085017689
Recipient Address 2600 QUANTUM BLVD., BOYNTON BEACH, PALM BEACH, FLORIDA, 33426, UNITED STATES
Obligated Amount 144000.00
Non-Federal Funding 0.00
Original Subsidy Cost 0.00
Face Value of Direct Loan 0.00
Link View Page

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
59-0683258 Corporation Unconditional Exemption 477 S ROSEMARY AVE STE 230, WEST PALM BCH, FL, 33401-5758 1953-08
In Care of Name -
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Organization that receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi)
Tax Period 2023-09
Asset 10,000,000 to 49,999,999
Income 10,000,000 to 49,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Sep
Asset Amount 24042202
Income Amount 17417523
Form 990 Revenue Amount 17230181
National Taxonomy of Exempt Entities Philanthropy, Voluntarism and Grantmaking Foundations: Federated Giving Programs
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name UNITED WAY OF PALM BEACH COUNTY INC
EIN 59-0683258
Tax Period 202309
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF PALM BEACH COUNTY INC
EIN 59-0683258
Tax Period 202209
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF PALM BEACH COUNTY INC
EIN 59-0683258
Tax Period 202109
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF PALM BEACH COUNTY INC
EIN 59-0683258
Tax Period 202009
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF PALM BEACH COUNTY INC
EIN 59-0683258
Tax Period 201909
Filing Type P
Return Type 990
File View File
Organization Name UNITED WAY OF PALM BEACH COUNTY INC
EIN 59-0683258
Tax Period 201906
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF PALM BEACH COUNTY INC
EIN 59-0683258
Tax Period 201806
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF PALM BEACH COUNTY INC
EIN 59-0683258
Tax Period 201706
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF PALM BEACH COUNTY INC
EIN 59-0683258
Tax Period 201606
Filing Type E
Return Type 990
File View File

Date of last update: 03 Mar 2025

Sources: Florida Department of State