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990

Form

A

For tho 2010 ca lenda r fla t or Ia>: oar he Innln

B

CIIecll appjc,lbIe.

Employe r IdontUlcallon numbor

R(IOml. ~lle

e

Telephone number

48 LOWER NEWTON STREET

ST. ALBANS

O ~:.on~

802 527-7418 0 5478

VT

G G-oss reoe(II!, s

F Name ar>d Dddrell 01 printlp-' office ..

SALLY BORTZ 48 LOWER NEWTON STREET ST . ALBANS VT 05478 Tax-exem t itlltus [Xi 501(e)( 3) I I 501 e ( ) ~ insert no 49-41 :1)(1)0' Wobslto: .,. FGIUNITEDWAY ,ORG

Form 01 O<l!,)n/zJtIOn

Part I

rxl CorfQ'JtIOn

TMI

AssociatIOn

Summ arY

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No No

H ie) Crou cxem tlon number .,. Vc", cj lormation:

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VT

M St.lleol le9a1OCtr:oie

..

.,. 0

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2 Check this box if the organization discontinue~i its operations or disposed o f more than 25% 01 Its ne t assets J Number 01 voting members 01 the governing body (Pan VI. line la)

J

4 Number 01 independent voting members o f Ihe governing body (Pan VI. line tb)

4

... ..

5 Total number of individuals employed in calendar year 2010 (PM V. line 2a)

" •

<

5

TOl al number of volunteers (es limate if necessary) .

7a TOl al unrela ted business revenue from Part VIII , column (e), line 12 .

..

...

7b Prior 'fear

8 Conmbutions and grants (Pan VIII. line 1h) 9 Program service revenue (Part VIII. line 29) 10 Investme nt income (Pan VIII. column (A). lines 3. 4. and 7d)

3 69 587 308

...

Total revenue

add lines Sthrouah II (mus t eQual Pan VIII. column (AI. line 12

1J Grants and similar amounlS pa id (Pan IX. colu mn (A). lines I 3)

. 447 .2 94 ..544

0

Curren t 'fur

515 058

11 Other revenue (Pan VIII. column (A). lines 5. 6d. 8c. 9c, I Oc. and tI e)

"

24 24 4

7,

b Nel unrelated business taK able income Irom Form 990·T. line 34

•> •• •«>

58G 447

H(b) Ale al aft"'ates indud~? D Yes II -tlo: attach a hI. (ue rnltruet>Qnt)

1 Briefly describe the organization's mission or most significant activities: S•• Schedule 0

0

CIty or IOWn, state or eountty, and ZIP . 4

A/IIenI:IeII fttum

etion

03-0273929

Number alld street (Of P O. box il ma ills not delivered 10 tuee l addlell)

Termi'lated

Ins

INC

000<IQ BUSIness M

o IM~ rl!lurn

2010

Opo~r:gl Public

03{3 1 { 11

and endlnq

FRANKLIN GRAND ISLE UNITED WAY

D "'ame~

J

04 01 {10

C Name of OIganizallOll

D AddrtSS~

, ,

- 01.18 No15 45.~7

Undor socl lon 50lle), 527, or 4941(a)(1) of tho Intornal Rovonuo Coda (oxc opt black lung bonofit Irust or privata foundatlon ) ~ The organization may have to u se a copy o f this rerum 10 sa tis fy state reporting requirements.

Oepartm<!.n 01 tile Trea5u<y ll'(emai Revenue ServICe

o o

36 160 t 11t5J20 111 0 H AM

Return of Organization Exempt From Income Tax

122 143 323 13 8

881

068 1 06 055 267 000

14 Bene fIts paid 10 or for memb ers (Part IX, column (Al. line 4)

•• •

•~

w "

£0

i~ ';0 •

15 Salaries. oth er compensa ti on, employee benefit s (Part IX. column (A). lines 5-10)

149 369

125 766

115 734 573 24 1 14 082

148 452 541 218 2 837

163 Professional fundraising fees (Part tX . column (A), line li e)

48 ,946

b Total fundraislng expenses (Part IX , column (D), line 25) .,.

..

17 OthereKpenses {Pa rt IX, column (A), lines 11a-lld, 11f-2 4f} .... 18 Total eKpenSeS. Add lines 13-17 {must equal Part IX. column (A), line 25) 19 Revenue less exoen ses. SubtraClline 18 from Ime 12

..

Be Innln 01 CIiITtnl Yur

642 088 34 361 607 727

20 Tota l asselS (P ari X. line 16) 21 Total

~a bili lies

(Pari X, line 26)

22 Net a sse ts or fu nd balances. Subtracl line 21 from lin e 20

Part II

.

End 01 Yeo'

63 1 989

21 425 610 564

Signature Bl ock

Unaer penatUel 01perjury. I dedale Inat I nave enmined tnis relurn. Indudlng DCCOmpan1ing ,,1Ie<iules and I tBlemenl!. and 10 Ihe be$t 01 my know1edge and be.e!. II II true ooruKt and oomple te Dcdaralion 01preparel (oth er Illan OU,cel) is based on aU Information of wh ich prepar er has an1 kn owlad ge

Sign Here

~ ~

SALLY BORTZ

Proparor

-"'\ \

Type or pnnl naml! and ~ tte

PrinVType prl!par.,(s name Paid

Oatl!

SIgnature of officer

1 Preparefl ilgnalll'e

OANA KITTELL Firm', name

Uso Only Firm', ad d, ess

• •

Kitte1.1. Branaaan & Sarae 15 4 N. Main St. St . A1.bans VT 05478

May the IRS discuss this return w ith the pr eparer shown above? (see instructions) For Paperwork Roductlon Act Notico , sao tho soparato [n strucllons.

OM

'\

-

INTERIM EXECUTIVE DIRECTOR

C9A's

1 Oale 11Cllm ~; 1 PTtN 11 / 15 / 11 tetr-employed P01 J4J OJ2 Form', EIN t Pllone no

03-0302296 802-524-9531

J, L '" J l "o o .m 990 (20 ,0)


3816011/1512011 10:44 AM

Form 990 (2010)

pift:mr:

1

FRANKLIN GRAND ISLE UNITED WAY, INC

03-0273929

Page

2

Statement of Program Service Accomplishments Check if Schedule 0 contains a response to any question in this Part III

Briefly describe the organization's mission:

S~~...~~~~~":l:~.~ .. 9.......................................................................................................... . •••••••••••••

••••••••

•••••••

•••••••••••••

•••••

••

0

••••••••••••••••••••••••••••••••••••••••

0

••

0

•••••••••••••••••••

................ ..... ....... ............. ..... .......... , ..................... , .... , ..... , .0 ...... , ......................... . 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? ...................................... ···· .. 0............ If "Yes," describe these changes on Schedule O.

4

. ........................ .

o

Yes

~

No

o

Yes

~

No

Describe the exempt purpose achievements for each of the organization's three largest program services by expenses. Section 501(c)(3) and 501 (c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.

)(Expenses $ .......... ~~~,.~.~.~ includinggrantsof $ .......... ~~7/.9.9.9 ) (Revenue $ ....................... ) ~~9~~~9~~.. ~9 .. ~~~.. ~~~~c;:.~~~l... c;:;~c;:.. ~~~.~.. ~~~~~~~J;9~~.................................... .

4a (Code: ........

AND DESIGNATED PAYMENTS TO NON-MEMBER AGENCIES

4b (Code: . . . . . . . .

)(Expenses S ...................... .

including grants or $ ..................... .

) (Revenue $

4c (Code: . . . . . . . .

) (Expenses $ ...................... .

including grants of $ ............... .

) (Revenue $

4d Other program services. (Oescribe in Schedule 0.) (Expenses $ 4e Total program service expenses ~

OM

including grants of $

) (Revenue $

439 , 929 Form

990 (2010)


3816011115/201110:44 AlA

Fonn 990 (2010)

PaitlV

FRANKLIN GRAND ISLE UNITED WAY , INC

03-0273929

3

Checklist of Required Schedules

Page 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 A ........................................................................... , '

2 3

Is the organization required to complete Schedule B, Schedule of Contributors? (see instructions) Did the organization engage in direct or indirect political campaign activities on behalf of or in oppo~iti~~ i~'

candidates for public office? If ·Yes: complete Schedule C, Part I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . ...................... . Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501 (h)

3

x

4

election in effect during the tax year? If ''Yes,'' complete Schedule C, Part II ..................................................... . 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 Revenue Procedure 98-19? tf ''Yes," complete Schedule C, Part III ...................................................................................................................

4

x

5

x

6

x

7

x

8

x

complete Schedule 0, Part IV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. ... . ................. . Did the organization, directly or through a related organization, hold assets in term, permanent, or quasi-

9

x

endowments? If "Yes," complete Schedule 0, Part V ......................................................................... . If the organization'S answer to any of the following questions is "Yes,· then complete Schedule 0, Parts VI, VII, VIII, IX, or X as applicable.

10

x

11b

X

of its total assets reported in Part X, line 16? If "Yes," complete Schedule 0, Part VIII .................... . d Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets

11c

X

reported in Part X, line 16? If ''Yes,'' complete Schedule 0, Part IX ..................................... . e Did the organization report an amount for other liabilities in Part X, line 25? If ''Yes," complete Schedule 0, Part X ....... . f Did the organization'S separate or consolidated financial statements for the tax year include a footnote that addresses

11d 110

X X

11f

X

5

6

7

8 9

10 11

1 2

... " ...... .

x x

Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If ·Yes: complete Schedule 0, Part I .................................................................................... . 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 0, Part II Did the organization maintain collections of works of art, historical treasures, or other similar assets? If ·Yes,· complete Schedule 0, Part III . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization report an amount in Part X, line 21; 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;

. ...... .

a Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete Schedule 0, Part VI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . ................................................ . 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 0, Part VII ........................ .

c Did the organization report an amount for investments-program related in Part X, line 13 that is 5% or more

the organization's liability for uncertain tax positions under FIN 48 (ASC 740)? If ''Yes,'' complete Schedule 0, Part X ................ . 12a Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete Schedule 0, Parts XI, XII, and XIII . . . . . . . . . . . . . . . . . .. .................................................. . ......... . b Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if

12a

X

the organization answered "No" to line 12a, then completing Schedule 0, Parts XI, XII, and XIII is optional .... " ................... . 13 Is the organization a school described in section 170(b)(1)(A)(ii)? If 'Yes," complete Schedule E ................................... . 14a Did the organization maintain an office, employees, or agents outside of the United States? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . '" ... . b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising,

12b 13

148

X X X

14b

X

15

X

16

X

17

X

18

business, and program service activities outside the United States? If "Yes: complete Schedule F, Parts I and IV ................... . Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside Ihe United States? If 'Yes: complete Schedule F, Parts II and IV ..... . Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the United States? If "Yes: complete Schedule F, Parts III and IV ... . .. 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) ...... . .... . 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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . ..... Did the organization report more than $15,000 of gross income from gaming adivilies on Part VIII, line 9a?

18

19

15 16 17

If ''Yes,'' complete Schedule G, Part III ...................................................................................... . 20a Did the organization operate one or more hospitals? If "Yes," complete Schedule H ...... ............... . . . . . . . . . . .. . ....... . b If "Yes" to line 20a, did the organization allach its audited financial statements to this return? Noto. Some Form 990 filers that operate one or more hospitals must attach audited financial statements (see instructions) .

19 20a

X

x

20b Form

OM

X

990 (2010)


38160111151201110:44 AM

Form 990 (2010)

FRANKLIN GRAND ISLE UNITED WAY , INC

03-0273929

Page 4

Checklist of Reauired Schedules (continued) Yes 21

No

Did the organization report more than $5,000 of grants and other assistance to governments and organizations

22 23

in the United States on Part IX, column (A), line 1? If ''Yes,'' complete Schedule I, Parts I and II .................................... . Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If ''Yes,'' complete Schedule I, Parts I and '" 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 ......................................................... . 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, 2oo2? If 'Yes: answer lines 24b through 24d and complete Schedule K. If "No," go to line 25 . . . . . .. . .. .. . . . ......................... . b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? ..... . c Did the organization maintain an escrow account other than a refunding escrow at any time during the year

21

x

22

X

23

X

248

X

24b

to defease any tax-exempt bonds? .............................................................................. . d Did the organization act as an "on behalf or issuer for bonds outstanding at any time during the year? ................. . 258 Section 501{c)(3) and 501 (c){4) organizations. Did the organization engage in an excess benefit transaction

24c 24d

with a disqualified person during the year? If "Yes," complete Schedule L, Part I ...................................... . b Is the organization aware that it engaged in an excess beneliltransaction 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?

25a

X

25b

X

26

X

27

X

26 27

28

If "Yes," complete Schedule L, Part I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . ...................... . Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization's tax year? If "Yes," complete Schedule L, Part II Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor, or a grant selection committee member, or to a person related to such an individual? If "Yes," complete Schedule L, Part '" ......................... . .................................... . Was the organization a party to a business transaction with one of the following parties (see Schedule L,

.....

. ....

II ....·.·

Part IV instructions for applicable filing thresholds, conditions, and exceptions): a b

A current or former officer, director, trustee, or key employee? If ''Yes,'' complete Schedule L, Part IV .............................. . A family member of a current or former officer, director, trustee, or key employee? If ''Yes,'' complete

28a 28b

c

Schedule L, Part IV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof)

. ....

28c 29

32

was an officer, director, trustee, or direct or indirect owner? If 'Yes: complete Schedule L, Part IV ............ . Did the organization receive more than $25,000 in non-cash contributions? If "Yes: complete Schedule M Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If ·Yes,· complete Schedule M Did the organization liquidate, terminate, or dissolve and cease operations? If ·Yes,· complete Schedule N, Part I Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If ''Yes,''

33

complete Schedule N, Part II ......................................................... . ....... . Did the organization own 100% of an entity disregarded as separate from the organization under Regulations

.. . ..

34

sections 301.7701-2 and 301.7701-3? If "Yes: complete Schedule R, Part I .......................................... . Was the organization related to any tax-exempt or taxable entity? If "Yes: complete Schedule R, Parts II, III, IV, and V, line 1 ........................................................................... . Is any related organization a controlled entity within the meaning of section 512(b)(13)? ........... . 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 Section 501{c)(3) organizations. Did the organization make any transfers to an exempt non-charitable

. ....

29 30 31

35 a

36

1\ X

X X

30

X

31

X

..

32

X

33

X

34 35

X X

.....

DYes

X

~ No

related organization? If ·Yes: complete Schedule R, Part V, line 2 ...... . . . . .. . . .. . . . .. .............. . ............ . 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,

36

X

37

Part VI .......................................................................................... . Did the organization complete Schedule 0 and provide explanations in Schedule 0 for Part VI, lines 11 and 19? Note. All Form 990 filers are reQuired to complete Schedule 0 ...... .... . .... .

37

X

38

OM

38

X

Form

990 (2010)


3816011/1512011 10:44 AM

Form 990 (2010)

RldM:::n

FRANKLIN GRAND ISLE UNITED WAY, INC

03-0273929

Page

1a

Enter the number reported in Box 3 of Form 1096. Enter.().. if not applicable.. . . . . . . . . . . . .. . . . . . . .

1--'=-+--::6'-______-1

b c

Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable ................... Did the organization comply with backup withholding rules for reportable payments to vendors and

L.....:=-.L..-=O~_______L

2a

reportable gaming (gambling) winnings to prize winners? ............................ . ...... . 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 retum ......... .

b

5

Statements Regarding Other IRS Filings and Tax Compliance Check if Schedule 0 contains a res onse to an uestion in this Part V .

2a

4

If at least one is reported on line 2a, did the organization file all required federal employment tax returns? Note, If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)

3a b

4a

Did the organization have unrelated business gross income of $1,000 or more during the year?

3a

If "Yes," has it filed a Form 990-T for this year? If "No," provide an explanation in Schedule 0

3b

x

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

b

Sa b c 6a b

x

account)? ............................................................................ . If ·Yes: enterthe name of the foreign country: ~ .......................... . ....... . See instructions for filing requirements for Form TO F 90-22.1, Report of Foreign Bank and Financial Accounts. Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? ........

x x

Sa 5b

Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ... . ........ .

If ·Yes· to line Sa or 5b, did the organization file Form 8886-T? ............................................................... . Does the organization have annual gross receipts that are normally greater than $100,000, and did the

5c

organization solicit any contributions that were not tax deductible? ............................. . If "Yes," did the organization include with every solicitation an express statement that such contributions or

6a

x

gifts were not tax deductible? .............................................................................................. . Organizations that may receive deductible contributions under section 170(c).

7 a

Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods

b c

and services provided to the payor? .......................................................... . If "Yes," did the organization notify the donor of the value of the goods or services provided? ................ . Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was

d e f g h

8

9

required to file Form 8282? ......................................................................... . If ·Yes: indicate the number of Forms 8282 filed during the year . ............................ L...!7.,:d:.......L._ _ _ _ _ _ _ _-f Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? .. Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? .... If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? . Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year? Sponsoring organizations maintaining donor advised funds.

a b 10

Did the organization make any taxable distributions under section 4966? .................................... . Did the organization make a distribution to a donor, donor advisor, or related person? .............. . Section 501(c)(7) organizations. Enter:

a b

Initiation fees and capital contributions included on Part VIII, line 12 .......................... . Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities ........... .

a b

Gross income from members or shareholders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. Gross income from other sources (Do not net amounts due or paid to other sources

11

Section 501(c)(12) organizations, Enter:

128 b 13

t--=-11.:,:a=+_ _ _ _ _ _ _ _-I

against amounts due or received from them.) ............................................. 1....!.11.:,:b::..L._ _ _ _ _ _ _ _-t Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041? .

If ·Yes: enter the amount of tax-exempt interest received or accrued during the year ...............

1 { :ilm: it

1....!.12:::b::..L._ _ _ _ _ _ _ _

Section 501(c)(29) qualified nonprofit health Insurance Issuers,

a

Is the organization licensed to issue qualified health plans in more than one state? ............... .

b

Enter the amount of reserves the organization is required to maintain by the states in which

Note. See the instructions for additional information the organizalion must report on Schedule O. the organization is licensed to issue qualified health plans ...................................... . 14a b

OM

14b Form

990 (2010)


38160 11/15/2011 10:44 AM

Fonn 990 (2010)

FRANKLIN GRAND ISLE UNITED WAY, INC

03-0273929

Page

6

:P.dYl.::

Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to line 8a, ab, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions. Check if Schedule 0 contains a response to any question in this Part VI [Xl Sect on A Governlna Bodv and Management Yes 1a

Enter the number of voting members of the governing body at the end of the tax year ......................... .

I

1a

I 24

b

I

1b

I 24

2

Enter the number of voting members included in line 1a, above, who are independent ......................... . Did any officer, director, trustee, or key employee have a family relationship or a business relationship with

3

any other officer, director, trustee, or key employee? ...................... . ............................... . Did the organization delegate control over management duties customarily perfonned by or under the direct

4 5 6

Does the organization have members or stockholders? ............................................. . Does the organization have members, stockholders, or other persons who may elect one or more members

7a b 8

'

..

1':

••••••••••••••••••••••

'. 2

X

supervision of officers, directors or trustees, or key employees to a management company or other person? ........................ .

3

Did the organization make any significant changes to its goveming documents since the prior Form 990 was filed? .................. . Did the organization become aware during the year of a Significant diversion of the organization's assets?

4

X X X X

5

6

X X

7a

of the goveming body? ................................................................................... . Are any decisions of the goveming body subject to approval by members, stockholders, or other persons? ....... .

7b

1/

Did the organization contemporaneously document the meetings held or written actions undertaken during

I 8a

the year by the following: a b 9

No

..............

The goveming body? ........ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. ... . . . . . . . . . . . . . . . .. . Each committee with authority to act on behalf of the goveming body? .......................... . ... . 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 0 .....

8b

. . . . . . . . . . . . .. ...... ......

X X X

9

Section B. Policies (This Section B reauests information about Dolicies not reauired bv the Internal Revenue Code.) Yes 108 b

Does the organization have local chapters. branches, or affiliates? ............................................................ . If 'Yes: does the organization have written policies and procedures goveming the activities of such

10a

chapters. affiliates. and branches to ensure their operations are consistent with those of the organization?

10b

11a

Has the organization provided a copy of this Form 990 to all members of its goveming body before filing the 11a

X

...

12b

X

describe in Schedule how this is done ......................................................................... . .. . . . . . . . Does the organization have a written whistleblower policy? ...................................................... . ..... ..... . Does the organization have a written document retention and destruction policy? ............... . . . . .. . ..... . ... .... ... Did the process for detennining compensation of the following persons include a review and approval by

12c

X

fonn? b 12a b

Describe in Schedule 0 the process, if any, used by the organization to review this Fonn 990. Does the organization have a written conflict of interest policy? If "No," go to line 13 . . . . . .. .. .. . . . .. . .............. .

.

. , .... .

Are officers, directors or trustees. and key employees required to disclose annually interests that could give rise to conflicts?

c

..

...

Does the organization regularty and consistently monitor and enforce compliance with the policy? If "Yes:

a

13 14

15

No

X

X X

13 .

14 ...

.:

independent persons. comparability data. and contemporaneous substantiation of the deliberation and decision?

15a

8

The organization's CEO. Executive Director. or top management official . . . . . . . . . . . . . . . . . . . . . . . . .. ..

b

Other officers or key employees of the organization ............................................ . ............................ . If "Yes· to line 1Sa or 1Sb, describe the process in Schedule O. (See instructions.)

168 b

. .... .

15b

X X

Did the organization invest in, contribute assets to, or participate in a jOint venture or similar arrangement with a taxable entity during the year? ........................................................ . ... . If "Yes: has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the oraanization's exemDt status with resoect to such arranaements? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . ........... .

16b

Section C. Disclosure Ust the states with which a copy of this Form 990 is required to be filed ~ .. ~. . . . . . . . .. . . . . . . . . . . . .. . . . . . . . .............. . Section 6104 requires an organization to make its Fonns 1023 (or 1024 if applicable), 990, and 990-T (S01(c)(3)s only) available

17 18

for public inspection. Indicate how you make these available. Check all that apply.

o

Own website

0

Another's website

[!]

Upon request

19

Describe in Schedule 0 whether (and if so. how), the organization makes its goveming documents. conflict of interest policy.

20

and financial statements available to the public. State the name, physical address. and telephone number of the person who possesses the books and records of the

sa~~~n~~s' .~~~~...................................................~~. ~~.R ..NE~ONOJfuE.T... OM

.. '8'02:":52''7-1'418 Form

990 (2010)


3816011/15/2011 10:44 AM

FRANKLIN GRAND ISLE UNITED WAY, INC 03-0273929 Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors Check if Schedule 0 contains a response to any question in this Part VII ..

Form 990(2010)

;P.it.YUI

Page

7

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. • List all of the organization's current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation. Enter -0- in columns (0), (E), and (F) if no compensation was paid. • List all ofthe organization's current key employees, if any. See instructions for definition of "key employee." • List the organization'S five current highesl compensated employees (other than an officer, director, trustee, or key employee) who received reportable compensation (Box 5 of Form W-2 andlor Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations. • List all of the organization's former officers, key employees, and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations. • 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. List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest compensated employees; and former such persons. Check this box if neither the oraanization nor anv related oraanizations comnensated anv current officer director or trustee.

n

(A)

(8)

(e)

Name and Tide

Average hours per week (describe hours for related organizations in Schedule

Position (checlt all that apply)

0) (1) Archambaul t,

. f J .... II.. lis I 2'. f ~a

"'0

~2'

~g.

:>

!1 c

~

"2,=-011>

:>

!!!.

3

"TI

0

3 ~

(0) Reportable compensation from the organization (W-211099-MISC)

(E)

(F)

Reportable compensation from related organizations (W-211099-MISC)

Estimated amount of other compensation from the organization and related organizations

-g

Ii II>

:>

&;

[

EuC;; ene

0.00

X

0

0

0

0.00

X

0

0

0

(3) ~~.~.~.l:-~9.~ , .. ~~~~l n SecretarY 0.00 (4) Boudreau fo o MicheJ le ..

X

0

0

0

0.00

X

0

0

0

0.00

X

0

0

0

0.00

X

0

0

0

0.00

X

0

0

0

0.00

X

0

0

0

0.00

X

0

0

0

0.00

X

0

0

0

0.00

X

0

0

0

0.00

X

0

0

0

0.00

X

0

0

0

0.00

X

0

0

0

0.00

X

0

0

0

0.00

X

0

0

(2)~~.~~:l:-~~~f .. ~~ .. ~ OU

•••••••••••

(5) ~~o~~y.lo

0000

0

0

0

0

0

0

0

0

o~~~.i.~~~.

0

0

0

0

DeBellis Dave Treasurer (7) I?~o~o<?~~~~~ , .l!l~Il.~~ (6)

000000000000000' 0000.0000.000

0

(8)

Gagne, Tamara

(9)

Gaudreau, Leo

Balko , Joe Vice President (11) Jacques, Lura (10)

(121

Karstens,

Bi.~~

Lavoie, Kathy President (14) MacCall um, Dave (131

(15) Martin,

JennifeJ

(16) Masson,

Agnes

OM

0 Form

990 (2010)


38160 1111512011 10:44 AM

Fonn990(2010) FRANKLIN GRAND ISLE UNITED WAY, INC 03-0273929 .' PaltVU: Section A. Officers Directors• Trustees Key Employees •and Highest Compensated Employees (continued)

.

(A)

.

(B) Average hours per week (describe hours for related organizations in Schedule

NameandTilJe

0) (17)

~I?;.~~~~~~~. (.. ~~ y

(18)

9 ~ .~~~~l.. .~e.r.~:i .....

(19)

~.9g.~.t...~~.. ~~~

(20)

~P.~~~~ l . ..~.C?~~~;1:~

(21)

~.~.C!l.1::~.I... ~ ~~.Y~ .......

(22)

~1?;.;~Y.l... -!.i.~.l .......

(23)

~~.;~.I. .. ~~~;.~.c::~ .....

~~.;~.I. .. ~~~.z:1.~ ....... Executive Director

(e) Position (check all that apply)

Qg,

I~

Q!!!.

.

::I

s=.

~

'"g- & c

::I

""2 e. Ii III

2

i

l

III

3

&:1:

3,a'

"

.s!=

~

Q

-a:r 3

-a .s! 3S3 3 1: ::I

.................... ........

(26)

....................

(27)

.................... ........

(28)

..................... ........

IE)

(F) Estimated amount of other compensation from the organization and related organizations

Reportable compensation from related organizations (W·211099·MISC)

8l

3:

0.00

X

0

0

0

0.00

X

0

0

0

0.00

X

0

0

0

0.00

X

0

0

0

0.00

X

0

0

0

0.00

X

0

0

0

0.00

X

0

0

0

56,461

0

3,388

(24)

(25)

(D) Reportable compensation from the organization (W·211099-MISC)

32.00

X

........

,

1b Sub-total ....................................................

~

c

Total from continuation sheets to Part VII. Section A ...........

~

d

Total (add lines 1b and 1c) ..................................

~

56,461

3,388

56 461

3,388

2

Total number of individuals (including but not limited to those listed above) who received more than $100,000 in . rIon ~ 0 reDOrt able comoensatlon from the oraamza

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 ..................................... ....... .............. 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,OOO? If ·Yes: complete Schedule J for such individual ......... ..... ............. - , .................... . ... .. ............. ............ ., .. . ...... Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the oraanization? If 'Yes • comDlete Schedule J for such Derson .. .... ..... ... . ..... ..... ......

Yes

4

S

8

Page

: :::::>

No

X

3

:«: :::::;:::;. .. :)

(< 1\\· • ••

4

X

S

X

....

Section B. Independent Contractors 1

Complete this table for your five highest compensated independent contractors that received more than $100,000 of comDensation from the oraanization.

IA)

Name and bUSiness address

2

Compensation

.

Total number of independent contraclors (induding but not limited to those listed above) who received more than $100 000 in comDensation from the organization ~

OM

Ie)

DescriPJ:~1 services

0

1//\: Form

990 (2010)


3816011/1512011 10:44 AM

03-0273929

c d e f

(A)

(e)

Total revenue

Unrelated business revenue

Federated campaigns ..... . Membership dues ........ . Fundraising events ....... . Related organizations Govemmenl grants (catlJibulions) All other contributions. gifts. grants. and Similar amounts not included above

2a b

c d

e f All other program service revenue ......... .

3

Investment income (including dividends. interest.

4

and other similar amounts) ....................... . Income from investment of tax-exempt bond proceeds

5

Royalties ... '~-'-'-:":":"':"':""":"":"""'-'-:":":"':';':":"":"":":":"':"':""":"":"""'-'-:"""':"---m~==~~-=

6a Gross Rents

b

c d 7a

b basis &sales exps. 1-------_4----------4 c Gain or (loss) L----------"----------4

CD :I

d N~g~norOos~ ................. ~~-'-'-:..:..:..~~~_4~~~~~~~~~~~~~~~I_~-~---~~~_--~~ 8a Gross income from fund raising events

(not including $ .................. . of contributions reported on line 1c).

C

!

See Part IV. line 18 ............. . b Less: direct expenses ......... . c Net income or (loss) from fundraising;::.:..:::..:.::::....,;:..:..:..~-'-'-~--1I-.,.-..,..",.=".::,;;:;,.4..;...;;:...=..j~~~;.,.,-.,.-_......,,-.lI-_ _ _ _ _ _......,,,..-:-,....-_ _ _....,...._ 9a Gross income from gaming activities. See Part IV. line 19 . . . . . . . . . . . . .. a 1-_ _ _ _ _--1 b Less: direct expenses. . . . . . . . . . b L--------I~;;;;;;.;.;;.;;.~.....;;...;;;.;;:;;;;;.-:...:..t~.-;;;,.;.".;-.;.".;..;..-_II_-....;..-..;..-.;.".;~..;..-:....;.--..;..=;.;..;: c Net income or (loss) from gaming aCl.~~..:....:...."'-'-.:....:..:."'-'-~--+_________-k-________~k-______

-+-______-,-

10a Gross sales of inventory. less retums and allowances Less: cost of goods sold ...... .

a

1--------11:',.,'"

11a b

. ~~l:. ~~.C:0J!W.............. ..

c .

~~~~.l:~~.~C?~~.. ~~~.C!~ ....... .

dM~~rre~ooe.....................

~~~~t::~~~~~gm~~~==~~E2~:~q_~~~~~~~

e Total. Add lines 11 a-11d ........................ .

OM


3816011/151201110:44 AM

Fonn 990 (2010)

:::PiltIX:t

FRANKLIN GRAND ISLE UNITED WAY, INC

03-0273929

Page

Statement of Functional Expenses

10

Section 501 (c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required 10 complete columns (B). (C), and (D). Do not Include amounts reported on lines 6b, 7b. 8b. 9b. and 10b of Part VIII. 1 Grants and other assistance to govemments and organizations in the U.S. See Part IV, line 21 ..... 2 Grants and other assistance to individuals in the U.S. See Part IV, line 22 .. . ........... 3 Grants and other assistance to governments, organizations, and individuals outside the U.S. See Part IV, lines 15 and 16 4 Benefits paid to or for members ........... 5 Compensation of current officers, directors, ••••••••

Total

!~~nses 267.000

(8)

(e)

expenses

and general expenses

267,000

....

1<

(D~

expenses-

. .•. \r .

:.:·c:::·::

.' / » ) . / /

..• • •:•.. . . :.:• • • • • • m!l• • • • • • • • •:.'• >i T·:···

I,

./

.':

I

..

.:.:

"'.

:..--yqz'::,::.:::.

'

6

trustees, and key employees .............. Compensation not included above, to disqualified persons (as defined under section 4958(1)(1)) and

7 8

persons described in section 4958(c)(3)(B) ....... Other salaries and wages ................. Pension plan contributions (include section 401(k) and section 403(b) employer contributions) .......

9 10 11 a b

Other employee benefits .................. Payroll taxes ............................ Fees for services (non-employees):

Management .......................... .. Legal ................................... c Accounting .............................. d Lobbying.............................. .. e Professional fundraising services. See Part IV, line 17 f Investment management fees ........... .. 9 Other .......... ... " ............... 12 Advertising and promotion ............ .... 13 Office expenses ... ................. . .. 14 Infonnalion technology ................... 15 Royalties .......... ..................... 16 Occupancy ........ ..................... 17 Travel .................................. 18 Payments of travel or entertainment expenses for any federal, state. or local public officials 19 Conferences, conventions, and meetings ... 20 Interest ................................. 21 Payments to affiliates ..................... 22 Depreciation, depletion, and amortization ... 23 Insurance ......... . .................... 24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 241. If line 24f amount exceeds 10% of line 25, column (A) amount, list line 24f expenses on Schedule 0.) a .~~-:-~~~c;I.. ~.~p.~~~~s.............. b

.~?-.=!'~~~. ~9.~~~.. ~~~~=!'~ ....... .~~~~.. ~.~~~f!I~~.................

c d .~~~~«1~ ..~~~?:n~~9~.............. e .~~~~~~~.. ~~~ . ~.~~.~~~~nc:e... f All other expenses ....................... 25 Total' . Add lines 1 throuQh 24f -" .... " 26 Joint costs. Check here ~ "'''u this SOP 98-2 (ASC 958-720). only if the organization reported in column (B) joint costs from a combined educational land fI. OM

0

:::: :

99,928

48 209

31.479

20.240

5.629 11.866 8.343

3 321 7,000 6 674

1,401 2,961 334

901 1,899 1.335

5.8I5

1 933

2,067

1.815

'.'.':.»/

5.103 1.309

1735 916

4.004

4,004 1 956

5,700

1.l il i l~jlif F.liiii!illii Ifll~ 33.824 25.427 18.987 11.590

7,3I9

29.374

54I,2I8 •

::

........ :.

.:: ....•

1,684

1,684 393

1,872

1.872

I}

26 'E Iy·····.·. · · 25,427 18,987 11,590 1,271 13,830 439,929 •

·. . .·•.•. . . >i

.. :'<""?'

I....i./. )i:~ijl!il ~l :\, . 7.748

3,02 7, 51 ~ 52 1 34

3 027 8.032 48 946

Form

990 (2010)


38160 1"15/2011 10:44 AM

GRAND ISLE UNITED HAY

-0273929 (A) Beginning of year

Cash-non-interest bearing ..................................................... . 2

Savings and temporary cash investments ....................................... .

3

Pledges and grants receivable, net ............................................ .

4 5

Accounts receivable, net ....................................... . Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L

6

Receivables from other disqualified persons (as defined under section 4958(f)(1Âť, persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501 (c)(9) voluntary

SCD

In In

ct

employees' beneficiary organizations (see instructions) ............................ . 7 8

Notes and loans receivable. net ................................. . Inventories for sale or use ., ..................... .

9 Prepaid expenses and deferred charges ............... ..... . ... . 10a Land. buildings, and equipment: cost or other basis. Complete Part VI of Schedule 0 ........ .

b Less: accumulated depreciation 11

Investments-publicly traded securities ....................... .

12

Investments-other securities. See Part IV. line 11 .. . . . . . . . . . . . . . . . .

13

Investments-program-related. See Part IV, line 11 ................................ .

14

Intangible assets ............................................................... .

15

Other assets. See Part IV. line 11 ................................................ . Total lines 15 line ........ .

17

Accounts payable and accrued expenses ......................................... .

18

Grants payable ................................................................ . Deferred revenue

19 20 In

21

~

22

CD

:aftI

. ....... .

Tax-exempt bond liabilities .......................................... . Escrow or custodial account liability. Complete Part IV of Schedule 0 ............... . Payables to current and former officers. directors, trustees. key employees, highest compensated employees, and disqualified persons.

::i 23

Complete Part II of Schedule L ................................................... . Secured mortgages and notes payable to unrelated third parties ...... .

24

Unsecured notes and loans payable to unrelated third parties

25

Other liabilities. Complete Part X of Schedule 0 .................................... .

............ .

and complete

= u

C ftI

lines 27 through 29, and lines 33 and 34.

610 564

27

Unrestricted net assets

m

28

Temporarily restricted net assets ................................................. .

'0

29

~:~~~~~~::::~don:::::~~~. SFAS '117; ~h~ck 'h~~ .~. '0 .'~~d

~

30

Capital stock or trust principal, or current funds

31

Paid-in or capital surplus. or land, building. or equipment fund ..................... .

=

32

Retained earnings, endowment, accumulated income, or other funds ............... .

33

Total net assets or fund balances

ii

c

:::J U.

0

ct

CD

z

OM

.......... .

complete lines 30 through 34.

I-

and net


381601111512011 10:44 AM

Fonn990(2010)

(pa.rtXI 1 2 3

4 5 6

03-0273929

Page

12

Reconciliation of Net Assets Check if Schedule 0 contains a response to any question in this Part XI

Total revenue (must equal Part VIII, column (A), line 12) ............................. , ......................... Total expenses (must equal Part IX, column (A), line 25) ............................. .................... , ....... Revenue less expenses. Subtract line 2 from line 1 ......... ..... ........ ....... .... ..... .. , ..................... Net assets or fund balances al beginning of year (must equal Part X, line 33, column (A» .... .... ...... ....... ...... Other changes in net assets or fund balances (explain in Schedule 0) ..... ....... .... ., .. " ..................... . . Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column eB)) . . . . . . . . . . . . . . , , . . .............. .. . ....... .." ..

. P..ttXU 1

FRANKLIN GRAND ISLE UNITED WAY, INC

Financial Statements and Reporting Check if Schedule 0 contains a res onse to an

D

1 2 3

4 5 6

.

544,055 541,218 2,837 607,727

.

-610,564

uestion in this Part XII ....

D

Other _ _ _ _ _ _ _ _ __ Accounting method used to prepare the Fonn 990: Cash ~ Accrual If the organization changed its method of accounting from a prior year or checked 'Other,' explain in ScheduleO.

28 Were the organization's financial statements compiled or reviewed by an independent accountant? ................................ . b Were the organization's financial statements audited by an independent accountant? ............................................ . 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? If the organization changed either its oversight process or selection process during Ihe tax year, explain in ScheduleO. d If "Yes· to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both: ~ Separate basis Consolidated basis Both consolidated and separate basis 3a As a result of a federal award, was the organization required to undergo an audit or audits as set forth in

D

D

the Single Audit Act and OMB Circular A-133? ............................................................ . b If ·Yes; did the organization undergo the required audit or audits? If the organization did not undergo the re uired audit or audits ex lain wh in Schedule 0 and describe an ste s taken to under 0 such audits ......... .

3a

3b Form

OM

x 990 (2010)


3816011/15/2011 10:44 AM

SCHEDULE A (form 990 or 990-El)

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

Department of the Treasury

~ Attach to Form 990 or Form 990-EZ_

~ See separate Instructions,

Name of the organization

The organization is not a private foundation because it is: (For lines 1 through ", check only one box.) 1 2 3 4

~ A church, convention of churches, or association of churches described in section 170(b)(1)(A)(I). A school described in section 170(b)(1)(A)(Ii), (Attach Schedule E.) A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(i1i), 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

D 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)(lv). (Complete Part II.) A federal, state, or local govemment or govemmental unit described in section 170(b)( 1)(A)(v).

An organization that normally receives a substantial part of its support from a govemmental unit or from the general public described in section 170(b)(1)(A)(vl). (Complete Part II.) A community trust described in section 170(b)(1)(A)(vl). (Complete Part II.)

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.)

10 11

B

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

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(8)(3). Check the box that describes the type of supporting organization and complete lines 11e through 11h.

0

0

0

0

f

8 Type I b Type II c Type III-Functionally integrated d Type III-Other By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). If the organization received a written determination from the IRS that it is a Type I, Type II, or Type III supporting

9

organization, check this box ......................................................................................................... Since August 17, 2006, has the organization accepted any gift or contribulion from any of the

e

0

following persons? (I) A person who directly or indirectly controls, either alone or together with persons described in (Ii) and

Yes

(iii) below, the goveming body of the supported organization? ......................................................... . (II) A family member of a person described in (i) above? ................................................................. . (III) A 35% controlled entity of a person described in (i) or (ii) above? (I) Name of supported

organization

(II) EIN

(III) Type of organization (described on lines 1-9 above or IRe section (see Instructions))

0 No

110(1) 110(li) 110(1li (vII) Amount of

support

(A)

(B)

(C)

(D) (E)

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ,

OM

Schedule A (Form 990 or 990-EZ) 2010


3816011/15/2011 1044 AM

Schedule A (Fonn 990 or 990·EZ) 2010

:.i.PilJ1Jtfi

FRANKLIN GRAND ISLE UNITED WAY, INC

03-0273929

Page 2

Support Schedule for Organizations Described in Sections 170(b)(1 )(A)(/v) 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 ization fails to under the tests listed below, com Part III.

Calendar year (or fiscal year beginning in) ~ 1

Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ......... .

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 govemmental unit to the organization without charge ... . ...... .

4 5

Total. Add lines 1 through 3 .......... . The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 thai exceeds 2% of the amount

7

Amounts from line 4

8

Gross income from interest, dividends. payments received on securities loans. rents. royalties and income from similar sources

(a) 2006

(b) 2007

(c) 2008

(e) 2010

(d) 2009

654 162

754 961

733 027

515 058

447 8Bl

3 105 089

8 009

7 129

5 757

3 122

2 068

26 OB5

9

Net income from unrelated business adivities, whether or not the business is regularly carried on ................ .

10

11

Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) .................. . Total support. Add lines 7 through 10

12 13

Gross receipts from related adivities. etc. (see instrudions) ......................................................... . First five years. If the Fonn 990 is for the organization's first. second. third. fourth, or fifth tax year as a section 501 (c)(3)

3 131 174 136 498

organization. check this box and stop here .................................... .

Section C. Com utatlon of Public Su

ort Percenta e

14

Public support percentage for 2010 (line 6. column (f) divided by line 11. column (f) ..................................... .

15 16a

Public support percentage from 2009 Schedule A. Part II. line 14 . .... . . . . . . . . . . . . .. . . .. . . . .. . . ... . . ............. . 33113% 8Upport te8t-2010. If the organization did not check the box on line 13. and line 14 is 331/3% or more. check this

b 17a

99.17% 99.12%

box and stop here. The organization qualifies as a publicly supported organization .............. . 33113% support te8t-2009. If the organization did not check a box on line 13 or 16a. and line 15 is 331/3% or more. check this box and stop here. The organization qualifies as a publicly supported organization .......................... . 10%-facts-and-c:lrcumstances test-2010.lfthe 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 IV how the organization meets the "fads-and-circumstances· test. The organization qualifies as a publicly supported

b

organization. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. ........... . ........ . 10%-facts-and-c:lrcumstances test-2009. 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 IV how the organization meets the ·facts-and-circumstances· test. The organization qualifies as a publicly

18

supported organization ............. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ................ . Private foundation. If the organization did not check a box on line 13, 16a, 16b. 17a, or 17b, check this box and see instructions Schedule A (Form 990 or 990-EZ) 2010

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3816011/1512011 10:44 AM

Schedule A (Form 990 or 990-EZ) 2010

FRANKLIN GRAND ISLE UNITED WAY, INC

03-0273929

Page 3

.P'a.,~JIF

Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 9 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 ) II A. Public Support I

~.

•• 1.

Calendar year (or fiscal year beginning In) ~ 1

2

(a) 2006

(b)~7

(c) 2008

(d) 2009

(e) 2010

(I) Total

Gifts, grants, contributions, and membership fees received. (Do not include any 'unusual grants.') ..................... ..... ... Gross receipts from admissions, merchandise sold or seMCeS performed, or faciliUes furnished In any activity that is related to the organization's tax-exempt purpose ..........

3

Gross receipts from activilles that are not an unrelated trade or business under section 513

4

Tax revenues levied for the organizallon'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 ...........

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.) 7a

II

B. Total Support

Calendar year (or fiscal year beginning In) ~ 9

Amounts from line 6

'"

_t (a) 2006

(b) 2007

I~;;t. !> (c) 2008

>:

>?>••... ••••• . '.

••••••••••••••••••

(d) 2009

(e) 2010

(I) Total

................

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 3D, 1975 ...........

c Add lines 10a and 10b ... . , . . . . . . . . . . . 11

Net income from unrelated business activities not included in 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 IV.) ................... Total support. (Add lines 9, 10c. 11,

13 14

and 12.) ............................. FIrst five 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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . ...... .

Section C. Com utatlon of Public Su 15 16

ort Percenta e

Public support percentage for 2010 (line 8, column (I) divided by line 13, column (I) ....................... . Public su ort ercenta e from 2009 Schedule A Part 111 line 15 ........ . .......... .

% %

Section D. Com utation of Investment Income Percenta e % 17 Investment income percentage for 2010 (line 10c, column (I) divided by line 13. column (I) ... . % 18 Investment income percentage from 2009 Schedule A, Part III, line 17 ............... . 19a 33113% support tests-2010. 11 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 33113%, check this box and stop here. The organization qualifies as a publicly supported organization .... b 33113% support tests-2009. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33113%, and line 18 is not more than 33 1(3%, check this box and stop here. The organization qualifies as a publicly supported organization. . . . . ... . . . . . . . . . . ~ 20 Private foundation. If the o~ anization did not check a box on line 14 19a or 19b check this box and see instructions ~ Schedule A (Form 990 or 990-EZ) 2010

OM


3816011/15/2011 10:44 AM

Schedule A (Fonn 990 or 990-EZ) 2010

路PartlV:

OM

FRANKLIN GRAND ISLE UNITED WAY, INC

03-0273929

Page 4

Supplemental Information. Complete this part to provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).

Schedule A (Fonn 990 or 990-EZ) 2010


3816011/151201110:44 AM

Schedule B (Form 990, 990-EZ, 990-PF)

or

Department or the Treasury Intemal Revenue Service

Schedule of Contributors

OMB No. 1545-0047

~ Attach to Form 990, 990·EZ, or 990-PF.

2010

Name of the organization

Employer Identification number

FRANKLIN GRAND ISLE UNITED WAY

INC

03-0273929

Organization type (check one): Fliers of:

Section:

Form 990 or 990-EZ

~

Form 990-PF

o o o o o

501(c)(

3) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation 527 political organization 501(c)(3) exempt private foundation 4947(a)(1) nonexempt charitable trust treated as a private foundation 501 (c)(3) taxable private foundation

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

o

For an organization filing Fonn 990, 990-EZ, or 990-PF that received, during the year, 55,000 or more (in money or property) from anyone contributor. Complete Parts I and II.

Special Rules

~

For a section 501(c)(3) organization filing Fonn 990 or 990·EZ that met the 33 113% support test of the regulations under sections 509(a)(1) and 170(b)(1 )(A)(vi), and received from anyone contributor, during the year, a contribution of the greater of (1) 55,000 or (2) 2% of the amount on (i) Fonn 990, Part VIII, line 1h or (ii) Fonn 990·EZ, line 1. Complete Parts land II.

o

For a section 501 (c)(7), (8), or (10) organization filing Form 990 or 990-EZ that received from anyone contributor, during the year, aggregate contributions of more than 51,000 for use exdusively for religious. charitable. scientific, literary, or educational purposes, or the prevention of cruelty to children or animals. Complete Parts I, II, and III.

o

For a section 501 (c)(7). (8), or (10) organization filing Form 990 or 990-EZ that received from anyone contributor, during the year, contributions for use exclusively for religious, charitable, etc., purposes, but these contributions did not aggregate to more than 51.000. If this box is checked, enter here the total contributions that were received during the year for an exdusively religious, charitable, etc.• purpose. Do not complete any of the parts unless the General Rule applies to this organization because it received nonexdusively religious, charitable, etc., contributions of 55,000 or more during the year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . ..................................... .

Caution. An organization that is not covered by the General Rule andlor the Special Rules does not fite Schedule B (Fonn 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 line 2 of its Fonn 990-PF, to certify that it does not 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.

OM

Schedule B (Form 990, 990-EZ, or 990·PF) (2010)


3816011115/2011 10:44 AM

Pa e 1 of 1 of Part I Employer Identification number

Schedule B Form 990 990-EZ or 990-PF

Name of organization

. FRANKLIN GRAND ISLE UNITED WAY

./pik.r.· (a)

No.

1

INC

03-0273929

Contributors (see instructions) (b) Name address and ZIP + 4

(c) Aggregate contributions

COMPANY ·ROCK-TENN PO' 'BOX' '98' ................................................ .

SBEU;ON-' SPR:i:'N'C;'S········ ...... 'VT' .05'4'8'5" .. ,..

$ ........

.~.s~ 2.?q

(d) TYDe of contributIon Person Payroll Noncash (Complete Part II if there is a noncash contribution.)

(a)

No.

2

(b)

(c) Aaaregate contributIons

Name address and ZIP + 4

TECHNOLOGIES · MYLAN .............................................................. .

Person Payroll

110 LAKE STREET

ST'.' . ALBANS' .......................VT .. 0' 54"1'S ....... .

(d) Type of contributIon

s

Noncash (Complete Part II ifthere is a noncash contribution.)

(a)

No.

3

(b) Name address and ZIP + 4

(c) Aggregate contributions

NORTHWESTERN MEDICAL CENTER ......................................................... ........ . 133 FAIRFIELD STREET

(d) TYDe of contribution Person Payroll

,

Noncash

ST·.. · ALBANS' ................ ·······VT·· O'54"1'S' ....... .

(Complete Part II if there is a noncash contribution.)

(a)

No.

4

(b) Name address and ZIP + 4

(c) Agaregate contributions

TYLER PLACE FAMILY RESORT

(d) TVDe of contribution

Person Payroll Noncash

· PO'j~C)X"2S4"""""""""""""""""""'" ...... .

(Complete Part II if there is a noncash contribution.) (a)

No.

(b) Name address and ZIP + 4

(c)

Aggregate contributions

(d) Type of contribution

Person Payroll

$ ...................... ..

Noncash (Complete Part II ifthere is a noncash contribution.)

(a)

No.

(b) Name address and ZIP + 4

(c)

(d)

Aggregate contributions

TYD8 of contribution Person

$ ...................... ..

Payroll Noncash (Complete Part II if there is a noncash contribution.)

Schedule B (Form 990, 990.ez, or 990-PF) (2010)

OM


38160 11/1512011 10:44 AM

SCHEDULED (Form 990)

.

Department of the Treasury Internal Revenue Service

Supplemental Financial Statements ~ Complete if the organization answered "Yes," to Form 990,

Part IV, line 6, 7, 8, 9, 10, 11. or 12. ~ Attach to Form 990. ~ Soe separate Instructions.

Name of the organization

FRANKLIN GRAND ISLE UNITED WAY, INC e~rt.t:

OMB No. 1545-0047

2010 Open. to Public Insooe\lon Employer Identification number

03-0273929

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990 , Part IV, line 6 (a) Donor advised funds

(b) Funds and other accounts

1 2 3 4 5

Total number at end of year ............ . ... ...... .. , ............. Aggregate contributions to (during year) ........................... Aggregate grants from (during year) ............................... Aggregate value at end of year ................................... Did the organization inform all donors and donor advisors in writing that the assets held in donor advised

6

funds are the organization's property, subject to the organization's exclusive legal control? ........................................ DYes 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? ... .. .. . . .. .. .. .. .

Partir 1

0

Yes

No

0

No

Conservation Easements. Complete if the organization answered "Yes" to Form 990. Part IV. line 7.

8

Purpose(S) of conservation easements held by the organization (check aU that apply).

§ 2

. . . . . .....

0

Preservation of land for public use (e.g .â&#x20AC;˘ recreation or education) Preservation of an historically important land area Protection of natural habitat Preservation of a certified historic structure Preservation of open space 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.

1)\ a Total number of conservation easements

28

b Total acreage restricted by conservation easements ............... . ............................. . c Number of conservation easements on a certified historic structure included in (a) ........ . d Number of conservation easements included in (c) acquired after 8/17/06. and not on a

2b 2c

Held at the End of the Tax Year

3

2d historic structure listed in the National Register ............................................. . Number of conservation easements modified, transferred. released. extinguished, or terminated by the organization during the

4 5

tax year ~ ............ . Number of states where property subject to conservation easement is located ~ ......... . Does the organization have a written policy regarding the periodic monitoring, inspection, handling of

6

violations, and enforcement of the conservation easements it holds? ........................................................... . DYes Staff and volunteer hours devoted to monitoring. inspecting. and enforcing conservation easements during the year

7

Amount of expenses incurred in monitoring. inspecting. and enforcing conservation easements during the year

8

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)

D No

~ ~$

9

(i) and sedion 170(h)(4)(B)(ii)? .............................................................. .. . .. . . .... . . ... . . ...... In Part XIV, 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.

:P_riiJi

.....................

0

Yes

0

No

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets. Complete if the organization answered "Yes" to Form 990, Part IV, line 8.

1a If the organization elected, as permitted under SFAS 116 (ASe 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 XIV. the text of the footnote to its financial statements that describes these items. b If the organization elected, as permitted under SFAS 116 (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) Revenues included in Form 990, Part VIII, line 1 .............................................. . ........... . (II) Assets included in Form 990, Part X ....................................................................... . 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 SFAS 116 (ASC 958) retating to these items: a Revenues included in Form 990, Part VIII. line 1 b Assets included in Form 990, Part X ................................. . For Paperwork Reduction Act Notice, see the Instructions for Form 990.

OM

~

~

$ $

~

$

~

S Schedule 0 (Form 990) 2010


38160 11/15/2011 10:44 AM

Schedule o Worm 990)2010 FRANKLIN GRAND ISLE UNITED WAY, INC 03-0273929 Page 2 •",• PirtUft 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

b

§

c 4

d e

Public exhibition Scholarly research

8

loan or exchange programs Other ............ , , . , .......

-,

.... .

Preservation for future generations Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part XIV.

5

During the year, did the organization solicit or receive donations of art, historical treasures, or other similar

0

assets to be sold to raise funds rather than to be maintained as part of the organization's collection? . . . . . . .

Partl\f'

Escrow and Custodial Arrangements. Complete if the organization answered uYes" to Form line

9,

or reported an amount on Form

990,

Part

X.

line

990,

Yes

Part

0

No

IV,

21.

1a Is the organization an agent. trustee, custodian or other intermediary for contributions or other assets not included on Form 990, Part X?

............................................................................................ 0

Yes

0

No

b If ·Yes; explain the arrangement in Part XIV and complete the following table: Amount Beginning balance .................................................................................. . ...... ...... . . . ........... . d Additions during the year. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

1c

e Distributions during the year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . ................. .

1e

f Ending balance .................................................................................. .

if

c

1d

2a Did the organization include an amount on Form 990, Part X, line 21? ................ . b If ·Yes,· explain the arrangement in Part XIV.

iPirt'V.....

........

Endowment Funds. Com lete if or anization answered "Yes" to Form (a) Current year

990,

Part

IV.

line

...... 0

Yes ONo

10.

(e) Two years back

(b) Prior year

1a Beginning of year balance ................ .

b Contributions . . . . .. . .............. . c Net investment earnings, gains, and losses ................................. d Grants or scholarships ................... . e Other expenditures for facilities and programs ......... " .................... .

f Administrative expenses ................. . 9 End of year balance .................... .. 2

Provide the estimated percentage of the year end balance held as:

a Board deSignated or quasi-endowment ~ .............. ~ b Permanent endowment ~ % c Term endowment ~

%

3a Are there endowment funds not in the possession of the organization that are held and administered for the Yes

organization by:

No

3a(l)

(I) unrelated organizations ........................ " ................................................. . (II) related organizations .......................... " .................................................. . b If ·Yes· to 3a(ii), are the related organizations listed as required on Schedule R? ............................ . .. " 4 Describe in Part XIV the intended uses of the organization's endowment funds. ~::~ Pltvr Lan dI, Bu IIdl nas an dE:aUlDment. I S ee Form 990 P a rt X Ine 10 a

3a(lI) 3b

r

Description of investment

1a land

...................................

b Buildings ................................ c leasehold improvements ................. d Equipment ..............................

(a) Cost or other basis

(b) Cost or other basis

Ie) Accumulated

(investment)

(other)

depreciation

(d) Book value

123,581

.. / 7,671

19,913 465

13 554 57

1<

e Other ............ ........ ' ............ Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X. column (B), line 10(c).)

..

..... ~

115,910 6,359 408 122,677

Schedule 0 (Form 990) 2010

OM


38160 11/15/2011 10:44 AM

ScheduleD~Form990)2010

FRANKLIN GRAND ISLE UNITED WAY, INC PartVII: Investments-Other Securities. See Form 990 Part X, line 12. (a) Description of security or category

(b) Book value

(including name of security)

03-0273929

Page

3

(c) Method of valuation: Cost or end-of-year market value

(1) Financial derivatives ......................................... " .. . (2) Closely-held equity inlerests ....................................... . (3) Other .......................................................... .

· ...(~) ......................................................... . · ...(!3). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. ....................... .

· .. .I~).............................................................. . · ...([». . . . . . . . . . . .... . . ... . . . . . . . . ..

. .................... .

· ...(E)..............................

. ...................... .

· ...W) ................. ......................................... . · ...(~).......................................................... . · ...(H) .......................................................... . (I)

..............

Total. (Column (b) must eQual Form 990. Part X. col. (B) line 12.)

PartVIII

.

. ...

e ate Investments-Program R i d See Form 990 , Part X rme 13 (a) Description

I

at investment type

(b) Book value

(c) Method of valuation: Cost or end-of-year market value

11) (2) (3)

(4) (5) (6)

(7) (8) (9) (10)

Total. (Column (b) must equal Form 990. Part X. col. (8) line 13.)

Part IX

~

Other Assets See Form 990 Part X hne 15 I

I

(b) Book value

(a) Description

(1) (2) (3) (4)

(5) (6) (7)

(8)

(9) (10)

.

Total. (Column (b) must eQual Form 990. Part X, col. (B) line 15.) .... .. .-,'.'.

:PaftX·

... .. . ..............

~

Other Llablhtles. See Form 990, Part X, line 25 . (a) Description of liability

(b) Amount

Federal income taxes

2. FIN 48 (ASC 740) Footnote. In Part XIV. provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FtN 48 (ASC 740).

OM

Schedule 0 (Form 990) 2010


3816011/15/2011 10:44 AM

Schedule D(Form 990) 2010

Partxr

FRANKLIN GRAND ISLE UNITED WAY, INC

Reconciliation of Chanae in Net Assets from Form

03-0273929

990 to Audited Financial Statements

1

Total revenue (Form 990, Part VIII, column (A), line 12) ..................

2 3

Total expenses (Form 990, Part IX. column (A). line 25) ................................ . .............. . Excess or (deficit) for the year. Subtract line 2 from line 1 .................................... .

2 3

4

Net unrealized gains (losses) on investments .............................................................. . Donated services and use of facilities

4

Investment expenses .................................................................................. .

6 7

5

6 7 8

9 10

. .......... .

544,055 541 218 2 837

5

Prior period adjustments .............................................................................. .

8 9 10

Other (Describe in Part XIV.) ...................................................... . Total adjustments (net). Add lines 4 through 8 Excess or (deficit) for the year per audited fina~ci路~'路~t~i~~~~t~路. 'c~~bi~~ ii~~'~ 3'~~d'9'

Part XII

Page 4

2 837

Reconciliation of Revenue per Audited Financial Statements With Revenue per Return

1

Total revenue, gains, and other support per audited financial statements

2

Amounts induded on line 1 but not on Form 990. Part VIII, line 12:

1

a Net unrealized gains on investments

2a

b Donated services and use of facilities

2b

544,055

c Recoveries of prior year grants .................................................. t-=2:.:c~_ _ _ _ _ _ _----i d Other (Describe in Part XIV.) .................................................... L.-:2:,:d:....L._ _ _ _ _ _ _----i 2e

e Add lines 2a through 2d ................................................................................ .

3 4

a Investment expenses not induded on Form 990, Part VIII, line 7b ................... .

4a

b Other (Describe in Part XIV.) .................................................. . c Add lines 4a and 4b

4b

5

2

5

Total expenses and losses per audited financial slatements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Amounts induded on line 1 but not on Form 990, Part IX, line 25:

a Donated services and use of facilities

2a 2b

c Other losses. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . .................... .

2c

d Other (Describe in Part XIV.) ....................... . .......................... .

2d

1-1~t-_ _ _5;;;....;4;;.;;1;;"L..;;;,2;;.;;1;;,.8~

e Add lines 2a through 2d ........................... . ....................................................... . 4

2e

3

Subtract line 2e from line 1 ....... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. .... . .... . Amounts induded on Form 990, Part IX, line 25, but not on line 1:

4a a Investment expenses not induded on Form 990. Part VIII, line 7b ........ . 4b b Other (Describe in Part XIV.) .......................................... . ....... . c Add lines 4a and 4b .................................................... , ................ - .. , ......... 5 Total exoenses. Add lines 3 and 4c. (This must eaual Form 990 Part I line 18.)

';PartXIV

544,055

Reconciliation of Expenses per Audited Financial Statements With Expenses per Return

b Prior year adjustments ......................................................... .

3

544,055

4c

Total revenue. Add lines 3 and 4c. (This must eaual Form 990 Part I line 12.)

Part XIII 1

3

Subtract line 2e from line 1 ............................................................ . Amounts induded on Form 990, Part VlII,line 12, but not on line 1:

,

.... .

541,218

4c

5

541 218

Supplemental Information

Complete this part to provide the deScriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part IV, lines 1b and 2b; Part V. line 4; Part X, line 2; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.

Schedule 0 (Form 990) 2010

OM


3816011/15/201110:44 AM

Schedule o (Form 990) 2010

FRANKLIN GRAND ISLE UNITED WAY, INC

03-0273929

PageS

mPirtfXIVmW Supplemental Information (continued) : 路 ...................................................................................................................................................

路 .................................................................................................................................................

路 ................................................................................................................................................. 路 ................................................................................................................................................. Schodulo D (Form 990) 2010

OM


38160 11/15/2011 10:44 AM

Supplemental Information Regarding Fundraising or Gaming Activities

SCHEDULEG (Form 990 or 990-EZ)

OMB No. 1545-0047

Complete" the organization answered "Yes" to Fonn 990, Part 1V,IInes 17,18, or 19, or If the or:ganlzation entered more than $15,000 on Fonn 990·EZ, line 6a. ~ Attach to Fonn 990 or Fonn 99O-EZ. • See leparate Instructions.

Department of the Treasury Intemal Revenue Service Name of the organization

2010 :. Open To Public:

Employer Identification number

I 03-0273929 Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17. FRANKLIN GRAND ISLE UNITED WAY, INC

Form 990-EZ filers are not required to complete this part. 1

Indicate whether the organization raised funds through any of the following activities. Check all that apply.

0 b 0 c 0 d 0 a

Mail solicitations

e

Internet and email solicitations

f

Phone solicitations

9

0 0 0

Solicitation of non-govemment grants Solicitation of govemment grants Special fund raising events

In·person solicitations

2a Did the organization have a written or oral agreement with any individual (including officers, directors, trustees or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services? ....................... DYes D No b If "Yes,· lisllhe ten highest paid individuals or entilies (fund raisers) pursuant to agreements under which the fundraiser is to be comoensaled at least $5 000 bv the oraanization. Pill Did fund· (Iv) Gross receipts (I) Name and address of individual (II) Activity (v) Amount paid to (vi) Amount paid to raiser haw

or entity (fund raiser)

custody or control of contributions?

from activity

(or retained by) fundraiser listed in col. (I)

(or retained by) organization

Yes No 1

2

3

4

5

6

7

8

9

10 Total .................................................. ....... .................. 3

Paperwork ReductIon Act Notice, see the Instructions for Form 990 or 990·EZ.

OM

List all states in which the organization is regislered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.

Schedule G (Form 990 or 990-EZ) 2010


3816011/15/201110:44 AM

ScheduleG (Form 990 or 990-EZ) 2010

:!~:ejft!jnm!m:

FRANKLIN GRAND ISLE UNITED WAY, INC

03-0273929

Page

2

Fundraising Events. Complete if the organization answered "Yes" to Form 990. Part IV, line 18. or report~d more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with aross receiots greater than $5 000. (a) Event #1

(b) Event #2

(e) Other events (d) Total events

GOLF TOURNAMENT (event type)

OPERATION HAPPI (event type)

1

(add col. (a) through col. (e»

(total number)

til

::I

C

~

1 Gross receipts ....... 2 Less: Charitable

til

0::

contributions

45,401

20,182

13 819

79,402

45,401

20,182

13,819

79,402

21,089

19,814

824

41,727

~

41,727) 37,675

.........

3 Gross income (line 1 minus Iine2) ...............

4 Cash prizes .........

5 Noncash prizes ...... <Il

6 RenVfacility costs ....

til C

<Il

8.

.n

7 Food and beverages ..

ti

!!

8 Entertainment ........

C

9 Other direct expenses

10 Direct expense summary. Add lines 4 through 9 in column (d) . " " ...... " ... " ....... " .. " " .. " ... " . " ..... " 11 Net income summary. Combine line 3 column (d). and line 10 .................................................... ', ... .... ......

,

'

,'

.""

(R,nJtt)

~

Gaming. Complete If the organization answered "Yes" to Form 990, Part IV, line 19. or reported more than on F

til

(a) Bingo

::I

c

(b) Pull tabslinstant bingo/progressive bingo

(d) Total gaming (add col. (a) through col. (e»

(e) Other gaming

~

til

0::

<Il

til C til

1 2 Cash prizes - ........

<Il

c.

.n

3 Noncash prizes ......

!!

4 RenVfacility costs

ti

C

.... ............... %

%

%

6 Volunteer labor 7 Direct expense summary. Add lines 2 through 5 in column (d) ....................................................

~

8 Net gaming income summary. Combine line 1, column d, and line 7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

~

9

Enter the state(s) in which the organization operates gaming activities: .............................................................. a Is the organization licensed to operate gaming activities in each of these states? ............................................... 9a b If "No,· explain:

1Oa W~r~' ~~y' ~i ih~ ~~g~~'i~~ii~~;~ 9~~i~9 'Ii~~~~~ 'r~~~k~ci: ~~~p~~d~ci ~'r 't~~i~~I~d' d~ri~g' ih~ I~~ 'y~~.:?

0" " " 0" " . Yes

No

........ " .................. '1'O~ .O· 'y~~' O· 'N~' .... - ... ................ . -,

b If ·Yes; explain:

OM

Schedule G (Form 990 or 990·EZ) 2010


38160 11/15/2011 10:44 AM

ScheduleG (Fonn 990 or 990路EZ) 2010 11 12

13

FRANKLIN GRAND ISLE UNITED WAY

INC

03-0273929 No

Does the organization operate gaming activities with nonmembers? ................................................. . Is the organization a grantor, beneficiary or trustee of a lrust or a member of a partnership or other entity fonned to administer charitable gaming? ......................... . Indicate the percentage of gaming activity operated in:

a The organization's facility ....................................................................................... . b An outside facility ............................................................................................. . 14 Enter the name and address of the person who prepares the organization's gaming/special events books and records:

DYes

0

No

DYes

0

No

DYes

0

No

138 13b

N8me~

Address ~ 1Sa Does the organization have a contract with a third party from whom the organization receives gaming revenue? b c

If 路Yes; enter the amount of gaming revenue received by the organization ~ $ ........................ . and the amount of gaming revenue retained by the third party ~ $ ......................... . If 路Yes," enter name and address of the third party: Name~

Address ~ 16

Gaming manager infonnation: Name~

Gaming manager compensation ~

$ ........................ .

Description of services provided ~ ......................................................................................... .

o

Director/officer

o

Employee

o

Independent contractor

17 Mandatory distributions: a Is the organization required under state law to make charitable distributions from the gaming proceeds to retain the state gaming license? ......................................................................................... . b Enter the amount of distributions required under state law to be distributed to other exempt organizations or seent in the organization'S own exempt activities during the tax year ~ $

PirtlV)

Supplemental Information. Complete this part to provide the explanations required by Part I, line 2b, columns (iii) and (v), and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also complete this part to provide any additional information (see instructions),

Schedule G (Form 990 or 990路EZ) 2010

OM


38160 11/1512011 10:44 A¥

SCHEDULE I (Form 990)

Complete if the organization answered "Yes" to Form 990, Part IV, line 21 or 22.

Department of the Treasury Intemal Revenue Service

~ Attach

to Form 990.

Name of the OIganizatiDn

Employer Identification number

FRANKLIN GRAND ISLE UNITED WAY

·Partt: 1 2

03-0273929

INC

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and Ihe seledion criteria used to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Describe in Part IV the organization's procedures for monitoring Ihe use of grant funds in the United States.

p.rtlt . ..... 1

0

Yes

~ No

Grants and Other Assistance to Governments and Organizations in the United States, Complete if the organization answered ·Yes" to Form 990. Part IV. line 21. for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Part II can be duplicated if additional space is needed ................................................................................................................... ~ (cllRe (e) Amounl of non-cash (f) Method 01 va/Uation (a) Name and address of organization (b) EIN (d) Amount of cash (h) Purpose of grant (91 Description 01 or govemment

section

jfap~bIe

(1) American Red Cross 29 Mansfield Avenue · ...................................................... . Burlington VT 05401 (2) C.I.D.E.R PO Box 13 South Hero VT 05486 (3) Foster Grandparent 22 Lake Street · ...................................................... . Alburg VT 05440 (4) Champlain Valley Area Agency on Aq PO Box 158 Winooski VT 05404 (5) Care Partners 34 Franklin Park West · ...................................................... . St. Albans VT 05478 (6) Franklin County Court Division 5 Lemnah Drive · ...................................................... . St. Albans VT 05478 (7) Franklin County Home Heal th

assistance

llranl

11,250

14,230

13,700

9 800

· . 7~..~~.~~1.'l~e.r ..~~r~~.~ ....................... . St. Albans VT 05478 (9) Maple Leaf Farm Associates

9,260

6,373

2

Enter lotal number of section 501 (c)(3) and government organizations .................................... .

3

Enter total number of other organizations ............................................ .

For Paperwork Reduction Act Notice. see the Instructions for Form 990.

or assistance

IIOIK8Sh assistance

9,441

27 460

· . ;t:C? .. ~~~e.. LEla.f ..~~~~ ....................... . Underhill VT 05489

(book, Fo~rfppraisal,

D

8,020

· . ~ . ~C?~ . ~~~~.~.. ~~~C::~~.....~~~ ~~.. ~........ . St. Albans VT 05478 (8) Franklin County Senior Center

OAA

OMB No. 1545-0047

Grants and Other Assistance to Organizations, Governments, and Individuals in the United States

~-------~

Schedule I (Form 990) (2010)


38160 11/15120J110:44 A~

SCHEDULE I (Form 990)

Complete If the organization answered "Yes" to Form 990, Part IV, line 21 or 22.

Department 01 the Treasury Internal Revenue ServU:e

â&#x20AC;˘ Attach to Form 990.

Name of the OIlJanization

Employer Identlflcatlon number

FRANRLIN GRAND ISLE UNITED WAY

:::;::Pal1:rUU 1

OMS No. 1545-0047

Grants and Other Assistance to Organizations, Governments, and Individuals in the United States

03-0273929

INC

General Information on Grants and Assistance

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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

2

iiP.irtll

Yes

0

Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 21, for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Part II can be duplicated if additional space is needed. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ..â&#x20AC;˘

... 1

0

(a) Name and address of organization

(b) EIN

or govemment

Northwestern Counseling & Support ~ 107 Fisher Pond Road - ...................................................... . St. Albans VT 05478 (2) Prevent Child Abuse Vermont PO Box 829 Montpelier VT 05602 (3) Samari tan House

(C)IRC section w~

(d) Amount of cash !lrant

(e) Amount of non-cash assistance

!I) Metllod of valualioll

No

0

(h) Purpose of grant

book. F~appJaisaI.

or assistance

(1)

.. ~~ .. ~~~~ ..~~.~~':':t:! .. ~~~.1::~. ~ ............ . St. Albans VT 05478 (4) Violence Against Violence - Laurie PO Box 72 St. Albans VT 05478 (5) CVOEO, Inc. PO Box 1603 Burlington VT 05402 (6) Franklin Grand Isle 4H

11,880

12 155

15 706

16 425

16,600

7,660 (7) VT 211 5,798 (8) Emerging Needs 8,000 (9)

Donor Designations 29,663

2

Enter total number of section 501 (c)(3) and government organizations .. .

3

Entertotal number of other organizations ........................... .

For Paperwork Reduction Act Notice, S88 the Instructions for Form 990.

OM

........................................................

.............................

~ ~

--------

Schedule I (Form 990) (2010)


38160 11'15120P 10:44 Alfo

Schedule I (Fonn 990) (2010)

~rt.m

FRANRLIN GRAND ISLE UNITED WAY, INC

03-0273929

Page

2

Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990. Part IV. line 22. r te d'fl addTIlonaI soace IS neede. d Pa rt III can be dUOlica (a) Type of grant or assistance

(b) Number of recipients

(c) Amount of cash grant

(d) Amount of non-cash assistance

(e) Method of valuation (book. FMV. appraisal. other)

(f) Description of non-cash assistance

1

2

3 4

5

6 7

Part IV:

OM

..

Supplemental Information. Complete this part to provide the information required In Part I. line 2. and any other additional information.

Schedule I (Form 990) (2010)


3816011/15/2011 10:44 AM

Transactions With Interested Persons

SCHEDULE L

OMB No. 1545-0047

~ Complete if the organization answered

(Form 990 or 990-EZ)

2010

"Yes" on Fonn 990, Part IV, line 25a, 25b, 26. 27, 28a, 28b, or 28c, or Fonn 990·EZ, Part V, 38a or 4Gb. Fonn See Instructions.

Department of the Treasury Internal Revenue Service Name of the organization

Excess Benefit Transactions (section 501 (c)(3) and section 501 (c)(4) organizations only). Complete if the organization answered ·Yes· on Form 990 , Part IV, line 25a or 25b , or Form 990·EZ Part V , line 40b

.

(a) Name of disqualified person

1

(e) Corrected?

(b) Description of transaction

No

Yes

(1)

121 (3)

(4)

15) (61 2 3

Enter the amount of lax imposed on the organization managers or disqualified persons during the year under section 4958 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. Enter the amount of tax. if any. on line 2, above. reimbursed by the organization. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ..

P..rt:Uffi

~ S _ _ _ _ _ _ _ __ ~ $

Loans to and/or From Interested Persons. Complete if the

U'1I0ll'<'OllUfi

answered ·Yes· on Form 990 Part IV line 26, or Form 990-EZ. Part V line 38a.

(a) Name of interested person end purpose

:~t! To

p~~p~~:::'nt

(d) Balance due

IFrom

(e) In defaull1 I(f)~

Ves

No

aJIIUI

iittee?

IVes

No

(0) Written agreement? Yes

No

(1)

121 131 /41 /51 (61

m (8)

(9)

(101

··.··p.~1!r

;;:{{;:;:;:;:;::.;:

~$

Total

I:,:.

:.

.'::::

Grants or Assistance Benefiting Interested Persons. Complete if the organization answered ·Yes· on Form 990, Part IV line 27 (a) Name of interested person

(b) Relationship between interested person and the organization

(c) Amount and type of assistance

111 121 (31 (4)

/5) (6) (7)

181 /9)

(101

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990·EZ.

DM

Schedule L (Form 990 or 990·EZ) 2010


3816011/151201110:44 AM

Schedule L (FoRn 990 or 99Q.EZ) 2010

......PartlY

Page

Business Transactions Involving Interested Persons •

.

.

. .

2

Complete if the organization answered ·Yes· on Form 990 Part IV Une 28a 28b or 28c (a) Name of interested person

(1) PATRICK

(b) Relationship between interested person and the organization

BOARD MEMBER

WARN

(e) Amount of transaction

(d) Oesctiption of transaction

(e) Sharing oforg. revenues?

Yes No

IT SERVICES

X

(21 131 (4)

151 (6)

_ffi (8)

(9) (10)

.

Supplemental Information Complete this part to provide additional information for responses to questions on Schedule L (see instructions).

Schedule L (Form 990 or 990·EZ) 2010

OM


3816011/1512011 10:44 AM

SCHEDULEM (Form 990)

OMB

Noncash Contributions

.

.

I_·"'c.:.:c ..~·""'?": co" " ,

990, Part IV,lInes 29 or 30. ~ Attach to Form 990.

10r:frrlJt'J~::"'t

I ~3-0273929

Name of the organization

FRANKLIN GRAND ISLE UNITED WAY '·rc.ill)}

(b)

Number of contributions or applicable items contributed

6 7 8 9 10 11

Art-Works of art ............... Art-Historical treasures ......... Art-Fractional interests ......... Books and publications .......... Clothing and household goods ............... .......... Cars and other vehicles .......... Boats and planes .. . ........... Intellectual property ............. Securities-Publicly traded ....... Securities-Closely held stock .... Securities-Partnership, LLC. or trust interests Securities-Miscellaneous ••... 0. Qualified conservation contribution-Historic structures • • • • • • • , . 0 • • • • • • • • • • • • Qualified conservation contribution-Other ............. Real estate-Residential ......... Real estate-Commercial ........ Real estate-Other ............. Collectibles ......... ............ •••••••••••••••

12 13

14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29

INC

Types of PrOPdrt"y (a) Check if

1 2 3 4 5

2010

~ Complete If the organizations answered "Yes" on Form

Department of the Treasury Internal Revenue Service

No. 1545-0047

(c) Noncash contribution amounts reported on Form 990, Part VIII. line 19

number

(d, Method of determining noncash contribution amounts

:) .•.)' . •,.> • } . .,•.'. •. • ,'.,•.,.,.,•

.•••••••.•••.•.•..••••••••.:.,.:..'•.....'.','.'.•..•

, ...

.... ..'

.....

0

Food inventory ...... ............ Drugs and medical supplies ...... Taxidermy ...................... Historical artifacts ............... Scientific specimens ............. Archeological artifacts ...........

...... )

Other ~( ~.~:-.~~~. :'?~~ Other~( ....................... ) Other~( ....................... ) Other~(

X

1

34,247

~~-VALUE

)

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 ...............

291 1

30a

During the year. did the organization receive by contribution any property reported in Part I, lines 1-28 that it must hold for at least three years from the date of the initial contribution, and which is not required to be

used for exempt purposes for the entire holding period? ...... . ...... ... . . . . . . . . . ............ .............. .. .... ... b If ·Yes: describe the arrangement in Part II. Does the organization have a gift acceptance policy that requires the review of any non-standard 31 contributions? ... ..... .......................... ... ........ .... .... ... ..... ............. ...... .... ... .................... 328 Does the organization hire or use third parties or retated organizations to solicit. process, or sell noncash contributions? .... ...... .................. ......... ....... ..... ....... ...... ........ .... ....... ...... ..................... b If ·Yes; describe in Part II. If the organization did not report an amount in column (c) for a type of property for which column (a) is checked, 33 ,.:~

·In Part II. For Paperwork Reduction Act Notice, see the Instructions for Form 990.

OM

No

Yes

Ii.

30a

,:c: I>··············,·····X·······

............•.

It I> 31

....

.

I

Ix

M

Schedule M (Form 990) (2010)


3816011/15/2011 10:44 AM Schedule M IForm990) (2010)

:.m:~rt:J!}}

FRANKLIN GRAND ISLE UNITED WAY, INC

03-0273929

Page

2

Supplemental Information. Complete this part to provide the information required by Part I, lines 30b, 32b, and 33. Also complete this part for any additional information.

Schedule M (Fonn 990) (2010)

OM


3816011/15/201110:44 AM

SCHEDULE 0 (1:orm 990 or 990·EZ) Department of the Treasury Internal Revenue Service

Supplemental Information to Form 990 or 990·EZ

OMB No. 1545-0047

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. Employer Identification number

Name of the organization

FRANKLIN GRAND ISLE UNITED WAY

INC

03-0273929

· .~~ ..~.;~ .. ~~ .. ~.~~~P~~~~.~.~.,... ~~~P.;.C?~~~ .. o.~.9'~1?-~~~~~.C?n .. ~Y~r.s.~~I?- .. ~Y ..~........................ . ·

local volunteer board of directors. ................................................... , .................................... - .........................................

,

..

· .~9.~.~.c::~~~ t .. .~.~~.. j~;~ ..~.C?~~~~ ..~.;.~~. A~~~.c::~~~4 .. ~.~.~~~~~ .. ~~.d.............................................. .

· .;~;.l:-:l:~~ .. ~~.c:t.. ~~;~~.~~.. ~~;~.~...~~~~r.~.n.9'.. ~.Y;~.~~............ ,................................... .

· .~~~ . ~~~ :-:~~~.e.~~:r;y .. r.~.~.C?~~~~~...~~~~~~ .. ~.C? . ~~;~~ ..~.. ~~~ ~~~........................................ .

· .~~~~~:l: ~Y ~ ...~~:r;~~9~ ..~.. ~;~9~.e...c~~~~~.~y~~;~~ ..~~~4 .. ~~.y~.,................................ . · .~~~.~~4..W~Y ..~.~~~~~ ..~.~.~~~~~~s...~~~~ .. ~~.~.. :l:~Y~~.~.~.c:l.. ;~ ..P~.og~~~ .................................... . · .~~~.~.. ~~~~.~...~~;~ ..C?C?~~~; ~Y ~ .s.. ~~~~. P.~.~~~;~9. ..~~~4~ .....~~.............................................. . · .~~~;Y~~Y .. ~C?~~ .. ~; ~~ ..~.C?~~;1: .. ~9'.e~~;~~ .. ~.C?. ~P~~~~~ .. ;~~C?y.~ ~~ Y~ ................................... .

· .~~. ~~~~~~~.y~.. P~~9.~.~~.·...~~ . ~~~~~r.~ ..~~~ .. ~~.c;:.~.. ~~ .. ~1,1.~.~~ ......................................... . · .Pr.C?9'.;~~ ..~y . ~~~ .. ~~~.~...~~Y .. ~.C?~ y~ .. Pr.C?~.l:-~~ t .. .~P~~Y~ .. ~.; y~~ .. ~~ ....................... . · .Pr.C?Y.;~~ .. ;~~.c:t.. p~~~ ..~.C?; .. ~~~ ~~.~~~~~ .. ~P.;~Y~~~.~. ~ .. ~~~ ..C?':1.~~~~~ ..~.~ .............................. .

· .~ ..l;>.~.~~~~ .. ~C?~~~~ ~y' ~ ............................................................................ .

· .~~~...~~9 t . .. ~.~.;.~ .. ~ ~~. ( .. ~:l:~~ .. ~.~ ..~ .. ~~ ..C?~~~:r; ..~~1,1.;~y~~~ 1::~.............................................. . · .~~.9~~;J;~~~.. .~P ..~.~~.. ~~~~c;:.~~~.,... ~~c;:...~~~.~.. ~~~~~~~;K;~~~ .............. . AND DESIGNATED PAYMENTS TO NON-MEMBER AGENCIES For PapelWork Reduction Act Notice, see the Instructions for Form 990 or 990·EZ. OM

Schedule 0 (Form 990 or 990.EZ) (2010)


3816011/15/2011 10:44 AM

Pa e

Schedule 0 Fonn 990 or 99()"EZ

2

Employer Identification number

Name of !he organization

FRANKLIN GRAND ISLE UNITED WAY

INC

03-0273929

, ,~~~" ,~~~, ,~,~,Q" ~~" ~c?~p,~~~4, ,~C?" ,~~~,. ~~~~.~~4 .. ;;.z:1,~~:i:~~ , ,~,~~~~~~~,~. )~~;C?r.e" ;t.?~:i:Il9. ,"" , ,Pr.C?C::~.~ ~~~ ~, , . ,.... , , , , , , , , , , ' , , , , , , , ' . ' , .... , , , , ... , . , , , , , , ........... , . , ..... , , , , . , . ' .... , ... , , .. , , , . , , , .... ' , '

, ,~~~,~,:r;~~~, ,~J:1.~,c::~" ~C?~~,c;l" ~~~~~~.~.. ~~~ .. r.~P~~~~~C?z:1, ..~~., ~~~, ,~.:r;~~~~;,n,-:-C;~~Il~, ,I,~,l:-~"""",

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OM


38160 11/15/2011 10:44 AM

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FRANKLIN GRAND ISLE UNITED WAY

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OM


38160 11/15/2011 10:44 AM

â&#x20AC;˘

Depreciation and Amortization

. 4562

Fonn

Department of the Treasury IntemDl Revenue SelVice

OMB No. 1545-0172

2010

(Including Information on Listed Property) (99)

~ See se arate Instructions.

~Attachto

Name(s) shown on retum

Identifying number

FRANKLIN GRANO ISLE UNITED WAY

INC

03-0273929

Business or activity to which this form relates

Indirect DepreCiation

Paltt:

Election To Expense Certain Property Under Section 179 Note: If

1

Maximum amount (see instructions) .............................. .

2

Total cost ofsection 179 property placed in service (see instructions) ............................................. .

3

Threshold cost of section 179 property before reduction in limitation (see instructions) ............................... . Reduction in limitation. Subtract line 3 from line 2. If zero or less. enter -0-

7

8 9

Lisled property. Enter the amount from line 29 .................. " " " " ..... " ...... " " ..... . Total elected cost of section 179 property. Add amounts in column (c). lines 6 and 7 " ............ "." .. "" .. """." ..... . Tentative deduction. Enter the smaller of line 5 or line 8

10 11

Carryover of disallowed deduction from line 13 of your 2009 Form 4562 ..... " ........................... " ......... . Business income limitation. Enter the smaller of business income (not less than zero) or line 5 (see instructions) ....... .

12

Section 179 expense deduction. Add lines 9 and 10. but do not enter more than line 11

(Partll"::

. SDeclal Depreciation Allowance and Other Depreciation (Do not include

IistedJH'QQ~

14

Special depreciation allowance for qualified property (other than listed property) placed in service

15

during the tax year (see instructions) ..... ...... .... ...... ..... .................................... , .. ...... ... Property subject to section 168(f)(1) election .. ................. ................................................

15

16

Other deDreciation Cincludina ACRS) .... " ...

16

PartJII

....... ... ........ ................................... ......... . ...

See instructions)

14

5.700

MACRS Depreciation (Do not Include listed property.) (See instructions.) SecUonA

17

MACRS deductions for assets placed in service in tax years beginning before 2010 ............................ " " ... "

18

(a) Classification of property

(e) Convenlion

(f) Method

(g) Depreciation deduction

h Residential rental property Nonresidential real property

21 22

Listed property. Enter amount from line 28 ...... " .............................................. " ............... . Total. Add amounts from line 12, lines 14 through 17, lines 19 and 20 in column (g), and line 21. Enter here

23

and on the appropriate lines of your retum. Partnerships and S corporations-see instructions . ;-:-:..:..:...:T-'-........:..:...:'""'"'"'........;..;...;.......L..:::...6===..,.,.,.,~+~~ For assets shown above and placed in service during the current year, enter the

For Paperwork ReducUon Act NoUcs, S88 separate InstrucUons.

OM

Form

4562 (2010)

There are no amounts for Page 2


990