Menu
Search icon
  1. Home Page
    2. ›
  2. Counties
    3. ›
  3. Charlotte
    4. ›
  4. 33948
    5. ›
  5. UNITED WAY OF CHARLOTTE COUNTY, INC.

UNITED WAY OF CHARLOTTE COUNTY, INC. - Florida Company Profile

Company Details

Entity Name: UNITED WAY OF CHARLOTTE 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: 18 Mar 1966 (59 years ago)
Last Event: NAME CHANGE AMENDMENT
Event Date Filed: 29 Apr 1974 (51 years ago)
Document Number: 710548
FEI/EIN Number 591149995

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 17831 MURDOCK CIRCLE, SUITE A, PORT CHARLOTTE, FL, 33948
Mail Address: 17831 MURDOCK CIRCLE, SUITE A, PORT CHARLOTTE, FL, 33948
ZIP code: 33948
County: Charlotte
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF CHARLOTTE COUNTY, INC. 2015 591149995 2016-04-14 UNITED WAY OF CHARLOTTE COUNTY, INC. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-10-01
Business code 813000
Sponsor’s telephone number 9416273539
Plan sponsor’s address 17831 MURDOCK CIR UNIT A, PORT CHARLOTTE, FL, 339484093

Plan administrator’s name and address
Administrator’s EIN 591149995
Plan administrator’s name UNITED WAY OF CHARLOTTE COUNTY, INC.
Plan administrator’s address 17831 MURDOCK CIR UNIT A, PORT CHARLOTTE, FL, 339484093
Administrator’s telephone number 9416273539

Signature of
Role Plan administrator
Date 2016-04-14
Name of individual signing LINDA DOBSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-04-14
Name of individual signing LINDA DOBSON
Valid signature Filed with authorized/valid electronic signature
TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF CHARLOTTE COUNTY, INC. 2013 591149995 2014-06-17 UNITED WAY OF CHARLOTTE COUNTY, INC. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-10-01
Business code 813000
Sponsor’s telephone number 9416273539
Plan sponsor’s address 17831 MURDOCK CIRCLE, SUITE A, PORT CHARLOTTE, FL, 33948

Signature of
Role Plan administrator
Date 2014-06-17
Name of individual signing LINDA DOBSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-06-17
Name of individual signing LINDA DOBSON
Valid signature Filed with authorized/valid electronic signature
TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF CHARLOTTE COUNTY, INC. 2012 591149995 2014-06-17 UNITED WAY OF CHARLOTTE COUNTY, INC. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-10-01
Business code 813000
Sponsor’s telephone number 9416273539
Plan sponsor’s address 17831 MURDOCK CIRCLE, SUITE A, PORT CHARLOTTE, FL, 33948

Signature of
Role Plan administrator
Date 2014-06-17
Name of individual signing LINDA DOBSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-06-17
Name of individual signing LINDA DOBSON
Valid signature Filed with authorized/valid electronic signature
TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF CHARLOTTE COUNTY, INC. 2011 591149995 2012-10-15 UNITED WAY OF CHARLOTTE COUNTY, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-10-01
Business code 813000
Plan sponsor’s address 17831 MURDOCK CIR, PORT CHARLOTTE, FL, 33948

Plan administrator’s name and address
Administrator’s EIN 591149995
Plan administrator’s name UNITED WAY OF CHARLOTTE COUNTY, INC.
Plan administrator’s address 17831 MURDOCK CIR, PORT CHARLOTTE, FL, 33948

Signature of
Role Plan administrator
Date 2012-10-15
Name of individual signing PAMELA MILLER
Valid signature Filed with authorized/valid electronic signature
TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF CHARLOTTE COUNTY, INC. 2010 591149995 2011-07-25 UNITED WAY OF CHARLOTTE COUNTY, INC . 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-10-01
Business code 813000
Sponsor’s telephone number 9416273539
Plan sponsor’s address 17831 MURDOCK CIR, PORT CHARLOTTE, FL, 33948

Plan administrator’s name and address
Administrator’s EIN 591149995
Plan administrator’s name UNITED WAY OF CHARLOTTE COUNTY, INC .
Plan administrator’s address 17831 MURDOCK CIR, PORT CHARLOTTE, FL, 33948
Administrator’s telephone number 9416273539

Signature of
Role Plan administrator
Date 2011-07-25
Name of individual signing LYNETTE HERBERT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-07-25
Name of individual signing LYNETTE HERBERT
Valid signature Filed with authorized/valid electronic signature
TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF CHARLOTTE COUNTY, INC. 2009 591149995 2010-07-28 UNITED WAY OF CHARLOTTE COUNTY, INC . 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-10-01
Business code 813000
Sponsor’s telephone number 9416273539
Plan sponsor’s address 17831 MURDOCK CIR, PORT CHARLOTTE, FL, 33948

Plan administrator’s name and address
Administrator’s EIN 591149995
Plan administrator’s name UNITED WAY OF CHARLOTTE COUNTY, INC .
Plan administrator’s address 17831 MURDOCK CIR, PORT CHARLOTTE, FL, 33948
Administrator’s telephone number 9416273539

Signature of
Role Plan administrator
Date 2010-07-28
Name of individual signing LYNETTE HERBERT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-07-28
Name of individual signing LYNETTE HERBERT
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
Matthiessen Angie Executive Director 17831 MURDOCK CIRCLE, PORT CHARLOTTE, FL, 33948
Bender Joe Dr. Director 17831 MURDOCK CIRCLE, PORT CHARLOTTE, FL, 33948
Cardona Kristin Director 17831 MURDOCK CIRCLE, PORT CHARLOTTE, FL, 33948
Cullinan Marcia Director 17831 MURDOCK CIRCLE, PORT CHARLOTTE, FL, 33948
Curasco Stephen Director 17831 MURDOCK CIRCLE, PORT CHARLOTTE, FL, 33948
Gant Erin Director 17831 MURDOCK CIRCLE, PORT CHARLOTTE, FL, 33948
Matthiessen Angie Agent 17831 MURDOCK CIRCLE, PORT CHARLOTTE, FL, 33948

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2018-01-16 Matthiessen, Angie -
CHANGE OF PRINCIPAL ADDRESS 2009-04-13 17831 MURDOCK CIRCLE, SUITE A, PORT CHARLOTTE, FL 33948 -
CHANGE OF MAILING ADDRESS 2009-04-13 17831 MURDOCK CIRCLE, SUITE A, PORT CHARLOTTE, FL 33948 -
REGISTERED AGENT ADDRESS CHANGED 2009-04-13 17831 MURDOCK CIRCLE, SUITE A, PORT CHARLOTTE, FL 33948 -
NAME CHANGE AMENDMENT 1974-04-29 UNITED WAY OF CHARLOTTE COUNTY, INC. -

Documents

Name Date
ANNUAL REPORT 2024-01-17
ANNUAL REPORT 2023-01-25
ANNUAL REPORT 2022-03-02
ANNUAL REPORT 2021-02-02
ANNUAL REPORT 2020-01-15
ANNUAL REPORT 2019-01-16
ANNUAL REPORT 2018-01-16
ANNUAL REPORT 2017-01-10
ANNUAL REPORT 2016-03-04
ANNUAL REPORT 2015-01-12

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
59-1149995 Corporation Unconditional Exemption 17831 MURDOCK CIR UNIT A, PT CHARLOTTE, FL, 33948-4093 1977-02
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 Central - This code is used if the organization is a central type organization (no group exemption) of 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 2024-03
Asset 1,000,000 to 4,999,999
Income 1,000,000 to 4,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Mar
Asset Amount 2329578
Income Amount 2645297
Form 990 Revenue Amount 2645297
National Taxonomy of Exempt Entities -
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 CHARLOTTE COUNTY INC
EIN 59-1149995
Tax Period 202203
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF CHARLOTTE COUNTY INC
EIN 59-1149995
Tax Period 202103
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF CHARLOTTE COUNTY INC
EIN 59-1149995
Tax Period 202003
Filing Type P
Return Type 990
File View File
Organization Name UNITED WAY OF CHARLOTTE COUNTY INC
EIN 59-1149995
Tax Period 201903
Filing Type P
Return Type 990
File View File
Organization Name UNITED WAY OF CHARLOTE COUNTY INC
EIN 59-1149995
Tax Period 201703
Filing Type P
Return Type 990
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6532057105 2020-04-14 0455 PPP 17831 MURDOCK CIR SUITE A, PORT CHARLOTTE, FL, 33948-4093
Loan Status Date 2021-02-23
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 46194.79
Loan Approval Amount (current) 46194.79
Undisbursed Amount 0
Franchise Name -
Lender Location ID 225134
Servicing Lender Name Truist Bank
Servicing Lender Address 214 N Tryon St, CHARLOTTE, NC, 28202-1078
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address PORT CHARLOTTE, CHARLOTTE, FL, 33948-4093
Project Congressional District FL-17
Number of Employees 6
NAICS code 611710
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 225134
Originating Lender Name Truist Bank
Originating Lender Address CHARLOTTE, NC
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 46528.42
Forgiveness Paid Date 2021-01-11

Companies related by officers

Matthiessen Angie

UNITED WAY FOUNDATION OF CHARLOTTE COUNTY, INC. - Inactive
Domestic Non-Profit (2016 - 2023)

Companies related by address

No other companies in our directory share the same address as UNITED WAY OF CHARLOTTE COUNTY, INC.

Date of last update: 02 Mar 2025

Sources: Florida Department of State

Privacy policy Policy
About us About us
Contacts Contact us

© 2025 flprofile.com, Part of Big Data Integrated