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

Company Details

Entity Name: TOWN OF PALM BEACH UNITED WAY, 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: 05 May 1966 (59 years ago)
Last Event: NAME CHANGE AMENDMENT
Event Date Filed: 14 Dec 2005 (19 years ago)
Document Number: 710843
FEI/EIN Number 590637885

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

Address: 44 COCOANUT ROW, SUITE M201, PALM BEACH, FL, 33480
Mail Address: 44 COCOANUT ROW, SUITE M201, PALM BEACH, FL, 33480
ZIP code: 33480
County: Palm Beach
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
TOWN OF PALM BEACH UNITED WAY, INC. 403(B) PLAN 2023 590637885 2024-11-25 TOWN OF PALM BEACH UNITED WAY, INC. 7
File View Page
Three-digit plan number (PN) 004
Effective date of plan 1992-05-01
Business code 813000
Sponsor’s telephone number 5616551919
Plan sponsor’s address 44 COCOANUT ROW, SUITE 201, PALM BEACH, FL, 33480
TOWN OF PALM BEACH UNITED WAY, INC. 403(B) PLAN 2022 590637885 2023-06-22 TOWN OF PALM BEACH UNITED WAY, INC. 7
File View Page
Three-digit plan number (PN) 004
Effective date of plan 1992-05-01
Business code 813000
Sponsor’s telephone number 5616551919
Plan sponsor’s address 44 COCOANUT ROW, SUITE 201, PALM BEACH, FL, 33480

Signature of

Role Plan administrator
Date 2023-06-22
Name of individual signing BETH WALTON
Valid signature Filed with authorized/valid electronic signature
TOWN OF PALM BEACH UNITED WAY, INC. 403(B) PLAN 2021 590637885 2022-06-30 TOWN OF PALM BEACH UNITED WAY, INC. 7
File View Page
Three-digit plan number (PN) 004
Effective date of plan 1992-05-01
Business code 813000
Sponsor’s telephone number 5616551919
Plan sponsor’s address 44 COCOANUT ROW, SUITE 201, PALM BEACH, FL, 33480

Signature of

Role Plan administrator
Date 2022-06-30
Name of individual signing BETH WALTON
Valid signature Filed with authorized/valid electronic signature
TOWN OF PALM BEACH UNITED WAY, INC. 403(B) PLAN 2020 590637885 2021-07-06 TOWN OF PALM BEACH UNITED WAY, INC. 6
File View Page
Three-digit plan number (PN) 004
Effective date of plan 1992-05-01
Business code 813000
Sponsor’s telephone number 5616551919
Plan sponsor’s address 44 COCOANUT ROW, SUITE 201, PALM BEACH, FL, 33480

Signature of

Role Plan administrator
Date 2021-07-06
Name of individual signing BETH WALTON
Valid signature Filed with authorized/valid electronic signature
TOWN OF PALM BEACH UNITED WAY, INC. 403(B) PLAN 2019 590637885 2020-10-15 TOWN OF PALM BEACH UNITED WAY, INC. 7
File View Page
Three-digit plan number (PN) 004
Effective date of plan 1992-05-01
Business code 813000
Sponsor’s telephone number 5616551919
Plan sponsor’s address 44 COCOANUT ROW, SUITE 201, PALM BEACH, FL, 33480

Signature of

Role Plan administrator
Date 2020-10-15
Name of individual signing BETH WALTON
Valid signature Filed with authorized/valid electronic signature
TOWN OF PALM BEACH UNITED WAY, INC. 403(B) PLAN 2018 590637885 2019-08-30 TOWN OF PALM BEACH UNITED WAY, INC. 8
File View Page
Three-digit plan number (PN) 004
Effective date of plan 1992-05-01
Business code 813000
Sponsor’s telephone number 5616551919
Plan sponsor’s address 44 COCOANUT ROW, SUITE 201, PALM BEACH, FL, 33480

Signature of

Role Plan administrator
Date 2019-08-30
Name of individual signing BETH WALTON
Valid signature Filed with authorized/valid electronic signature
TOWN OF PALM BEACH UNITED WAY, INC. 403(B) PLAN 2017 590637885 2019-03-13 TOWN OF PALM BEACH UNITED WAY, INC. 9
File View Page
Three-digit plan number (PN) 004
Effective date of plan 1992-05-01
Business code 813000
Sponsor’s telephone number 5616551919
Plan sponsor’s address 44 COCOANUT ROW, SUITE 201, PALM BEACH, FL, 33480

Signature of

Role Plan administrator
Date 2019-03-13
Name of individual signing BETH WALTON
Valid signature Filed with authorized/valid electronic signature
TOWN OF PALM BEACH UNITED WAY, INC. 403(B) PLAN 2016 590637885 2017-11-29 TOWN OF PALM BEACH UNITED WAY, INC. 6
File View Page
Three-digit plan number (PN) 004
Effective date of plan 1992-05-01
Business code 813000
Sponsor’s telephone number 5616551919
Plan sponsor’s address 44 COCOANUT ROW, SUITE 201, PALM BEACH, FL, 33480

Signature of

Role Plan administrator
Date 2017-11-29
Name of individual signing BETH WALTON
Valid signature Filed with authorized/valid electronic signature
EMPLOYEE BENEFIT PLAN OF TOWN OF PALM BEACH UNITED WAY, INC. 2015 590637885 2016-02-01 TOWN OF PALM BEACH UNITED WAY, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1975-01-01
Business code 813000
Sponsor’s telephone number 5616551919
Plan sponsor’s address PO BOX 1141, PALM BEACH, FL, 334801141

Signature of

Role Plan administrator
Date 2016-02-01
Name of individual signing THEMIS QUIROS
Valid signature Filed with authorized/valid electronic signature
TAX DEFERRED ANNUITY PLAN OF TOWN OF PALM BEACH UNITED WAY, INC. 2015 590637885 2016-02-02 TOWN OF PALM BEACH UNITED WAY, INC. 5
File View Page
Three-digit plan number (PN) 004
Effective date of plan 1992-05-01
Business code 813000
Sponsor’s telephone number 5616551919
Plan sponsor’s address PO BOX 1141, PALM BEACH, FL, 334801141

Signature of

Role Plan administrator
Date 2016-02-02
Name of individual signing THEMIS QUIROS
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
MOORE RALPH V Vice Chairman 211 Potter Road, West Palm Beach, FL, 33405
COOK MARK W Vice Chairman Royal Palm Management, WEST PALM BEACH, FL, 33405
CURTIS CHRISTINE Vice Chairman 150 Bradley Place, PALM BEACH, FL, 33480
Vasilopoulos Debra Secretary 11831 Southeast Tiffany Way, Tequesta, FL, 33469
Agnello Missy Treasurer 208 Bermuda Lane, Palm Beach, FL, 33480
Moore Danielle V Vice Chairman 277 Pendleton Avenue, Palm Beach, FL, 33480
WALTON, BETH Agent 44 COCOANUT ROW, #M201, PALM BEACH, FL, 33480

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2013-01-24 WALTON, BETH -
CHANGE OF MAILING ADDRESS 2012-01-03 44 COCOANUT ROW, SUITE M201, PALM BEACH, FL 33480 -
CHANGE OF PRINCIPAL ADDRESS 2007-01-08 44 COCOANUT ROW, SUITE M201, PALM BEACH, FL 33480 -
NAME CHANGE AMENDMENT 2005-12-14 TOWN OF PALM BEACH UNITED WAY, INC. -
NAME CHANGE AMENDMENT 1987-05-27 PALM BEACH COMMUNITY CHEST/UNITED WAY, INC. -
REGISTERED AGENT ADDRESS CHANGED 1987-05-27 44 COCOANUT ROW, #M201, PALM BEACH, FL 33480 -

Documents

Name Date
ANNUAL REPORT 2024-01-31
ANNUAL REPORT 2023-01-24
ANNUAL REPORT 2022-01-26
ANNUAL REPORT 2021-01-08
AMENDED ANNUAL REPORT 2020-11-11
ANNUAL REPORT 2020-02-14
ANNUAL REPORT 2019-02-22
ANNUAL REPORT 2018-01-29
ANNUAL REPORT 2017-01-10
ANNUAL REPORT 2016-01-05

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
59-0637885 Corporation Unconditional Exemption 44 COCOANUT ROW M-201, PALM BEACH, FL, 33480-4069 1949-02
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 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 2024-06
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 Jun
Asset Amount 20936783
Income Amount 15088946
Form 990 Revenue Amount 6739419
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 TOWN OF PALM BEACH UNITED WAY INC
EIN 59-0637885
Tax Period 202306
Filing Type E
Return Type 990
File View File
Organization Name TOWN OF PALM BEACH UNITED WAY INC
EIN 59-0637885
Tax Period 202206
Filing Type E
Return Type 990
File View File
Organization Name TOWN OF PALM BEACH UNITED WAY INC
EIN 59-0637885
Tax Period 202106
Filing Type E
Return Type 990
File View File
Organization Name TOWN OF PALM BEACH UNITED WAY INC
EIN 59-0637885
Tax Period 202006
Filing Type P
Return Type 990
File View File
Organization Name TOWN OF PALM BEACH UNITED WAY INC
EIN 59-0637885
Tax Period 201906
Filing Type P
Return Type 990
File View File
Organization Name TOWN OF PALM BEACH UNITED WAY INC
EIN 59-0637885
Tax Period 201806
Filing Type P
Return Type 990
File View File
Organization Name TOWN OF PALM BEACH UNITED WAY INC
EIN 59-0637885
Tax Period 201706
Filing Type P
Return Type 990
File View File
Organization Name TOWN OF PALM BEACH UNITED WAY INC
EIN 59-0637885
Tax Period 201606
Filing Type P
Return Type 990
File View File
Organization Name TOWN OF PALM BEACH UNITED WAY INC
EIN 59-0637885
Tax Period 201606
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
1678747209 2020-04-15 0455 PPP 44 COCOANUT ROW, PALM BEACH, FL, 33480
Loan Status Date 2021-06-17
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 79294
Loan Approval Amount (current) 79294
Undisbursed Amount 0
Franchise Name -
Lender Location ID 67422
Servicing Lender Name First Horizon Bank
Servicing Lender Address 165 Madison Ave, MEMPHIS, TN, 38103-2723
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address PALM BEACH, PALM BEACH, FL, 33480-0001
Project Congressional District FL-22
Number of Employees 5
NAICS code 813219
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 78586
Originating Lender Name IberiaBank, A Division of First Horizon Bank
Originating Lender Address Lafayette, LA
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 80133.19
Forgiveness Paid Date 2021-05-13

Date of last update: 01 Apr 2025

Sources: Florida Department of State