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UNITED WAY OF WESTCHESTER AND PUTNAM, INC.

Company Details

Name: UNITED WAY OF WESTCHESTER AND PUTNAM, INC.
Jurisdiction: New York
Legal type: DOMESTIC NOT-FOR-PROFIT CORPORATION
Status: Active
Date of registration: 29 Oct 1962 (62 years ago)
Entity Number: 151655
ZIP code: 10606
County: Westchester
Place of Formation: New York
Address: 336 CENTRAL PARK AVE., WHITE PLAINS, NY, United States, 10606

Unique Entity ID

Unique Entity ID Expiration Date Physical Address Mailing Address
KUD4G5JTU1F4 2025-03-06 336 CENTRAL AVE, WHITE PLAINS, NY, 10606, 1502, USA 336 CENTRAL PARK AVENUE, WHITE PLAINS, NY, 10606, 1502, USA

Business Information

Doing Business As UNITED WAY OF WESTCHESTER & PUTNAM INC
URL www.uwwp.org
Congressional District 16
State/Country of Incorporation NY, USA
Activation Date 2024-03-08
Initial Registration Date 2011-02-03
Entity Start Date 1962-10-29
Fiscal Year End Close Date Jun 30

Points of Contacts

Electronic Business
Title PRIMARY POC
Name JEFFREY WINTHAL
Role DIRECTOR OF STRATEGIC PARTNERSHIPS
Address UNITED WAY OF WESTCHESTER AND PUTNAM, 336 CENTRAL PARK AVENUE, WHITE PLAINS, NY, 10606, 1502, USA
Title ALTERNATE POC
Name RICHARD MOORE
Role CHIEF FINANCIAL OFFICER
Address UNITED WAY OF WESTCHESTER AND PUTNAM, WHITE PLAINS, NY, 10606, 1502, USA
Government Business
Title PRIMARY POC
Name JEFFREY WINTHAL
Role DIRECTOR OF STRATEGIC PARTNERSHIPS
Address UNITED WAY OF WESTCHESTER AND PUTNAM, 336 CENTRAL PARK AVENUE, WHITE PLAINS, NY, 10606, 1502, USA
Title ALTERNATE POC
Name RICHARD MOORE
Role CHIEF FINANCIAL OFFICER
Address UNITED WAY OF WESTCHESTER AND PUTNAM, WHITE PLAINS, NY, 10606, 1502, USA
Past Performance Information not Available

Commercial and government entity program

CAGE number Status Type Established CAGE Update Date CAGE Expiration SAM Expiration
695M9 Obsolete Non-Manufacturer 2011-02-04 2024-03-08 No data 2025-03-06

Contact Information

POC JEFFREY WINTHAL
Phone +1 914-997-6700
Fax +1 914-949-6438
Address 336 CENTRAL AVE, WHITE PLAINS, NY, 10606 1502, UNITED STATES

Ownership of Offeror Information

Highest Level Owner Information not Available
Immediate Level Owner Information not Available
List of Offerors (0) Information not Available

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF WESTCHESTER AND PUTNAM, INC. 2023 131997636 2025-03-06 UNITED WAY OF WESTCHESTER AND PUTNAM, INC. 63
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2005-07-01
Business code 813000
Sponsor’s telephone number 9149976700
Plan sponsor’s address 336 CENTRAL PARK AVE, WHITE PLAINS, NY, 106061502

Signature of

Role Plan administrator
Date 2025-03-06
Name of individual signing RICHARD MOORE
Valid signature Filed with authorized/valid electronic signature
403(B) THRIFT PLAN OF UNITED WAY OF WESTCHESTER AND PUTNAM, INC. 2021 131997636 2023-04-17 UNITED WAY OF WESTCHESTER AND PUTNAM, INC. 57
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2005-07-01
Business code 813000
Sponsor’s telephone number 9149976700
Plan sponsor’s address 336 CENTRAL PARK AVE, WHITE PLAINS, NY, 106061502

Signature of

Role Plan administrator
Date 2023-04-17
Name of individual signing RICHARD MOORE
403(B) THRIFT PLAN OF UNITED WAY OF WESTCHESTER AND PUTNAM, INC. 2020 131997636 2022-04-07 UNITED WAY OF WESTCHESTER AND PUTNAM, INC. 58
Three-digit plan number (PN) 003
Effective date of plan 2005-07-01
Business code 813000
Sponsor’s telephone number 9149976700
Plan sponsor’s address 336 CENTRAL PARK AVE, WHITE PLAINS, NY, 106061502

Signature of

Role Plan administrator
Date 2022-04-07
Name of individual signing RICHARD MOORE
403(B) THRIFT PLAN OF UNITED WAY OF WESTCHESTER AND PUTNAM, INC. 2020 131997636 2023-04-13 UNITED WAY OF WESTCHESTER AND PUTNAM, INC. 58
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2005-07-01
Business code 813000
Sponsor’s telephone number 9149976700
Plan sponsor’s address 336 CENTRAL PARK AVE, WHITE PLAINS, NY, 106061502

Signature of

Role Plan administrator
Date 2023-04-13
Name of individual signing RICHARD MOORE
403(B) THRIFT PLAN OF UNITED WAY OF WESTCHESTER AND PUTNAM, INC. 2019 131997636 2021-01-26 UNITED WAY OF WESTCHESTER AND PUTNAM, INC. 58
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2005-07-01
Business code 813000
Sponsor’s telephone number 9149976700
Plan sponsor’s address 336 CENTRAL PARK AVE, WHITE PLAINS, NY, 106061502

Signature of

Role Plan administrator
Date 2021-01-26
Name of individual signing CARLENE GENTILESCO
EMPLOYEE BENEFIT PLAN OF UNITED WAY OF WESTCHESTER AND PUTNAM, INC. 2019 131997636 2020-11-19 UNITED WAY OF WESTCHESTER AND PUTNAM, INC. 34
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1978-01-01
Business code 813000
Sponsor’s telephone number 9149976700
Plan sponsor’s address 336 CENTRAL PARK AVENUE, WHITE PLAINS, NY, 10606

Plan administrator’s name and address

Administrator’s EIN 131997636
Plan administrator’s name UNITED WAY OF WESTCHESTER AND PUTNAM, INC.
Plan administrator’s address 336 CENTRAL PARK AVENUE, WHITE PLAINS, NY, 10606
Administrator’s telephone number 9149976700
EMPLOYEE BENEFIT PLAN OF UNITED WAY OF WESTCHESTER AND PUTNAM, INC. 2018 131997636 2020-04-07 UNITED WAY OF WESTCHESTER AND PUTNAM, INC. 45
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1978-01-01
Business code 813000
Sponsor’s telephone number 9149976700
Plan sponsor’s address 336 CENTRAL PARK AVENUE, WHITE PLAINS, NY, 10606

Plan administrator’s name and address

Administrator’s EIN 131997636
Plan administrator’s name UNITED WAY OF WESTCHESTER AND PUTNAM, INC.
Plan administrator’s address 336 CENTRAL PARK AVENUE, WHITE PLAINS, NY, 10606
Administrator’s telephone number 9149976700
403(B) THRIFT PLAN OF UNITED WAY OF WESTCHESTER AND PUTNAM, INC. 2018 131997636 2020-03-11 UNITED WAY OF WESTCHESTER AND PUTNAM, INC. 58
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2005-07-01
Business code 813000
Sponsor’s telephone number 9149976700
Plan sponsor’s address 336 CENTRAL PARK AVE, WHITE PLAINS, NY, 106061502

Signature of

Role Plan administrator
Date 2020-03-11
Name of individual signing CARLENE GENTILESCO
403(B) THRIFT PLAN OF UNITED WAY OF WESTCHESTER AND PUTNAM, INC. 2017 131997636 2019-04-04 UNITED WAY OF WESTCHESTER AND PUTNAM, INC. 57
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2005-07-01
Business code 813000
Sponsor’s telephone number 9149976700
Plan sponsor’s address 336 CENTRAL PARK AVE, WHITE PLAINS, NY, 106061502

Signature of

Role Plan administrator
Date 2019-04-04
Name of individual signing CARLENE GENTILESCO
EMPLOYEE BENEFIT PLAN OF UNITED WAY OF WESTCHESTER AND PUTNAM, INC. 2017 131997636 2019-04-08 UNITED WAY OF WESTCHESTER AND PUTNAM, INC. 54
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1978-01-01
Business code 813000
Sponsor’s telephone number 9149976700
Plan sponsor’s address 336 CENTRAL PARK AVENUE, WHITE PLAINS, NY, 10606

Plan administrator’s name and address

Administrator’s EIN 131997636
Plan administrator’s name UNITED WAY OF WESTCHESTER AND PUTNAM, INC.
Plan administrator’s address 336 CENTRAL PARK AVENUE, WHITE PLAINS, NY, 10606
Administrator’s telephone number 9149976700

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 336 CENTRAL PARK AVE., WHITE PLAINS, NY, United States, 10606

Agent

Name Role Address
UNITED WAY OF WESTCHESTER, INC. Agent 129 COURT ST., WHITE PLAINS, NY

History

Start date End date Type Value
1972-05-22 1986-01-30 Name UNITED WAY OF WESTCHESTER, INC.
1968-11-12 1972-05-22 Name UNITED FUND OF WESTCHESTER, INC.
1962-10-29 1968-11-12 Name WESTCHESTER COUNTY UNITED FUND, INC.

Filings

Filing Number Date Filed Type Effective Date
190320000604 2019-03-20 CERTIFICATE OF AMENDMENT 2019-03-20
070321000965 2007-03-21 CERTIFICATE OF MERGER 2007-03-21
C043051-2 1989-08-10 ASSUMED NAME CORP INITIAL FILING 1989-08-10
B316330-5 1986-01-30 CERTIFICATE OF AMENDMENT 1986-01-30
B090793-3 1984-04-13 CERTIFICATE OF AMENDMENT 1984-04-13
990153-3 1972-05-22 CERTIFICATE OF AMENDMENT 1972-05-22
716589-4 1968-11-12 CERTIFICATE OF AMENDMENT 1968-11-12
714151-6 1968-10-29 CERTIFICATE OF AMENDMENT 1968-10-29
349599 1962-10-29 CERTIFICATE OF INCORPORATION 1962-10-29

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
13-1997636 Corporation Unconditional Exemption 336 CENTRAL PARK AVENUE, WHITE PLAINS, NY, 10606-1502 1974-10
In Care of Name -
Group Exemption Number 2574
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Central - This code is used if the organization is a parent (group ruling) and is not a church or 501(c)(1) organization.
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Organization that receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi)
Tax Period 2023-06
Asset 5,000,000 to 9,999,999
Income 10,000,000 to 49,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Jun
Asset Amount 5992994
Income Amount 10255152
Form 990 Revenue Amount 9694449
National Taxonomy of Exempt Entities -
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: Generally, a central organization holding a group exemption letter, whose subordinate units covered by the group exemption are also eligible to receive tax-deductible contributions, even though they are not separately listed. Deductibility Limitation: Depends on various factors

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

Organization Name UNITED WAY OF WESTCHESTER AND PUTNAM INC
EIN 13-1997636
Tax Period 202306
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF WESTCHESTER AND PUTNAM INC
EIN 13-1997636
Tax Period 202206
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF WESTCHESTER AND PUTNAM INC
EIN 13-1997636
Tax Period 202106
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF WESTCHESTER AND PUTNAM INC
EIN 13-1997636
Tax Period 202006
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF WESTCHESTER AND PUTNAM INC
EIN 13-1997636
Tax Period 201906
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF WESTCHESTER AND PUTNAM INC
EIN 13-1997636
Tax Period 201906
Filing Type P
Return Type 990T
File View File
Organization Name UNITED WAY OF WESTCHESTER AND PUTNAM INC
EIN 13-1997636
Tax Period 201806
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF WESTCHESTER AND PUTNAM INC
EIN 13-1997636
Tax Period 201706
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF WESTCHESTER AND PUTNAM INC
EIN 13-1997636
Tax Period 201606
Filing Type E
Return Type 990
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6471767101 2020-04-14 0202 PPP 336 Central Park Ave, White Plains, NY, 10606
Loan Status Date 2021-02-06
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 343845
Loan Approval Amount (current) 343845
Undisbursed Amount 0
Franchise Name -
Lender Location ID 46391
Servicing Lender Name Manufacturers and Traders Trust Company
Servicing Lender Address One M & T Plaza, 15th Fl, BUFFALO, NY, 14203
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address White Plains, WESTCHESTER, NY, 10606-1000
Project Congressional District NY-16
Number of Employees 27
NAICS code 813219
Borrower Race Unanswered
Borrower Ethnicity Not Hispanic or Latino
Business Type Non-Profit Organization
Originating Lender ID 46391
Originating Lender Name Manufacturers and Traders Trust Company
Originating Lender Address BUFFALO, NY
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 346454.45
Forgiveness Paid Date 2021-01-20
4118878302 2021-01-22 0202 PPS 336 Central Ave, White Plains, NY, 10606-1502
Loan Status Date 2021-11-06
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 315467
Loan Approval Amount (current) 315467
Undisbursed Amount 0
Franchise Name -
Lender Location ID 46391
Servicing Lender Name Manufacturers and Traders Trust Company
Servicing Lender Address One M & T Plaza, 15th Fl, BUFFALO, NY, 14203
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address White Plains, WESTCHESTER, NY, 10606-1502
Project Congressional District NY-16
Number of Employees 24
NAICS code 813219
Borrower Race Unanswered
Borrower Ethnicity Not Hispanic or Latino
Business Type Non-Profit Organization
Originating Lender ID 46391
Originating Lender Name Manufacturers and Traders Trust Company
Originating Lender Address BUFFALO, NY
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 317748.73
Forgiveness Paid Date 2021-10-20

Date of last update: 18 Mar 2025

Sources: New York Secretary of State