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UNITED WAY OF THE GREATER CAPITAL REGION, INC.

Company Details

Name: UNITED WAY OF THE GREATER CAPITAL REGION, INC.
Jurisdiction: New York
Legal type: DOMESTIC NOT-FOR-PROFIT CORPORATION
Status: Active
Date of registration: 19 Dec 1949 (75 years ago)
Entity Number: 74166
ZIP code: 12305
County: Schenectady
Place of Formation: New York
Address: 615 FRANKLIN STREET SUITE 102, SCHENECTADY, NY, United States, 12305

Unique Entity ID

Unique Entity ID Expiration Date Physical Address Mailing Address
DVMFQFCF21C7 2025-01-03 1 STEUBEN PL, ALBANY, NY, 12207, 2107, USA PO BOX 1988, ALBANY, NY, 12207, USA

Business Information

URL http://www.unitedwaygcr.org
Congressional District 20
State/Country of Incorporation NY, USA
Activation Date 2024-01-08
Initial Registration Date 2006-04-26
Entity Start Date 1949-12-19
Fiscal Year End Close Date Jun 30

Points of Contacts

Electronic Business
Title PRIMARY POC
Name DAVID BARRON
Role CFO
Address 1 STEUBEN PL, PO BOX 1988, ALBANY, NY, 12207, USA
Government Business
Title PRIMARY POC
Name DAVID BARRON
Role CFO
Address 1 STEUBEN PL, PO BOX 1988, ALBANY, NY, 12207, USA
Title ALTERNATE POC
Name PETER GANNON
Address 1 STEUBER PL, PO BOX 1988, ALBANY, NY, 12207, USA
Past Performance Information not Available

Commercial and government entity program

CAGE number Status Type Established CAGE Update Date CAGE Expiration SAM Expiration
4DRN3 Obsolete Non-Manufacturer 2006-04-26 2024-03-10 No data 2025-01-03

Contact Information

POC DAVID BARRON
Phone +1 518-640-2379
Address 1 STEUBEN PL, ALBANY, NY, 12207 2107, 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 OF UNITED WAY OF THE GREATER CAPITAL REGION, INC. 2021 141364505 2022-07-06 UNITED WAY OF THE GREATER CAPITAL REGION, INC. 34
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2009-01-01
Business code 813000
Sponsor’s telephone number 5184562200
Plan sponsor’s address 1 UNITED WAY, ALBANY, NY, 122055588

Signature of

Role Plan administrator
Date 2022-07-06
Name of individual signing AMBER R. SCHILLER
403(B) THRIFT PLAN OF UNITED WAY OF THE GREATER CAPITAL REGION, INC. 2020 141364505 2021-07-20 UNITED WAY OF THE GREATER CAPITAL REGION, INC. 35
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2009-01-01
Business code 813000
Sponsor’s telephone number 5184562200
Plan sponsor’s address 1 UNITED WAY, ALBANY, NY, 122055588

Signature of

Role Plan administrator
Date 2021-07-20
Name of individual signing AMBER R. SCHILLER
403(B) THRIFT PLAN OF UNITED WAY OF THE GREATER CAPITAL REGION, INC. 2019 141364505 2020-07-22 UNITED WAY OF THE GREATER CAPITAL REGION, INC. 35
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2009-01-01
Business code 813000
Sponsor’s telephone number 5184562200
Plan sponsor’s address 1 UNITED WAY, ALBANY, NY, 122055588

Signature of

Role Plan administrator
Date 2020-07-22
Name of individual signing AMBER R. SCHILLER
403(B) THRIFT PLAN OF UNITED WAY OF THE GREATER CAPITAL REGION, INC. 2018 141364505 2019-05-09 UNITED WAY OF THE GREATER CAPITAL REGION, INC. 35
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2009-01-01
Business code 813000
Sponsor’s telephone number 5184562200
Plan sponsor’s address 1 UNITED WAY, ALBANY, NY, 122055588

Signature of

Role Plan administrator
Date 2019-05-09
Name of individual signing AMBER R. SCHILLER
DEFINED BENEFIT PLAN OF UNITED WAY OF THE GREATER CAPITAL REGION, INC. 2016 141364505 2017-10-09 UNITED WAY OF THE GREATER CAPITAL REGION, INC. 32
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1981-07-01
Business code 813000
Sponsor’s telephone number 5184562200
Plan sponsor’s address 1 UNITED WAY, ALBANY, NY, 12205

Signature of

Role Plan administrator
Date 2017-10-09
Name of individual signing DAVID SCOTT
Role Employer/plan sponsor
Date 2017-10-09
Name of individual signing DAVID SCOTT
403(B) THRIFT PLAN OF UNITED WAY OF THE GREATER CAPITAL REGION, INC. 2016 141364505 2017-10-09 UNITED WAY OF THE GREATER CAPITAL REGION, INC. 36
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2009-01-01
Business code 813000
Sponsor’s telephone number 5184562200
Plan sponsor’s address 1 UNITED WAY, ALBANY, NY, 12205

Signature of

Role Plan administrator
Date 2017-10-09
Name of individual signing DAVID SCOTT
Role Employer/plan sponsor
Date 2017-10-09
Name of individual signing DAVID SCOTT
DEFINED BENEFIT PLAN OF UNITED WAY OF THE GREATER CAPITAL REGION, INC. 2015 141364505 2016-10-05 UNITED WAY OF THE GREATER CAPITAL REGION, INC. 36
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1981-07-01
Business code 813000
Sponsor’s telephone number 5184562200
Plan sponsor’s address P.O. BOX 13865, 1 UNITED WAY, ALBANY, NY, 122055584

Signature of

Role Plan administrator
Date 2016-10-04
Name of individual signing DANIEL KILMARTIN
Role Employer/plan sponsor
Date 2016-10-04
Name of individual signing DANIEL KILMARTIN
403B PLAN OF UNITED WAY OF THE GREATER CAPITAL REGION, INC. 2015 141364505 2016-10-05 UNITED WAY OF THE GREATER CAPITAL REGION, INC. 38
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2009-01-01
Business code 813000
Sponsor’s telephone number 5184562200
Plan sponsor’s address P.O. BOX 13865, 1 UNITED WAY, ALBANY, NY, 122055584

Signature of

Role Plan administrator
Date 2016-10-04
Name of individual signing DANIEL KILMARTIN
Role Employer/plan sponsor
Date 2016-10-04
Name of individual signing DANIEL KILMARTIN
403B PLAN OF UNITED WAY OF THE GREATER CAPITAL REGION, INC. 2014 141364505 2015-10-06 UNITED WAY OF THE GREATER CAPITAL REGION, INC. 40
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2009-01-01
Business code 813000
Sponsor’s telephone number 5184562200
Plan sponsor’s address P.O. BOX 13865, 1 UNITED WAY, ALBANY, NY, 12205

Signature of

Role Plan administrator
Date 2015-10-06
Name of individual signing DAN KILMARTIN
Role Employer/plan sponsor
Date 2015-10-06
Name of individual signing DAN KILMARTIN
DEFINED BENEFIT PLAN OF UNITED WAY OF THE GREATER CAPITAL BENEFIT, INC. 2014 141364505 2015-10-06 UNITED WAY OF THE GREATER CAPITAL REGION, INC. 38
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1981-07-01
Business code 813000
Sponsor’s telephone number 5184562200
Plan sponsor’s address P.O. BOX 13865, 1 UNITED WAY, ALBANY, NY, 12205

Signature of

Role Plan administrator
Date 2015-10-06
Name of individual signing DAN KILMARTIN
Role Employer/plan sponsor
Date 2015-10-06
Name of individual signing DAN KILMARTIN

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 615 FRANKLIN STREET SUITE 102, SCHENECTADY, NY, United States, 12305

History

Start date End date Type Value
2000-12-20 2007-07-02 Address 232 CANAL SQUARE/P.O. BOX 1020, SCHENECTADY, NY, 12301, USA (Type of address: Service of Process)
1996-05-28 2000-12-20 Address 650 FRANKLIN STREET, SUITE 102, P.O. BOX 1020, SCHENECTADY, NY, 12301, USA (Type of address: Service of Process)
1988-07-26 1996-05-28 Address 232 CANAL SQUARE, P.O. BOX 1020, SCHENECTADY, NY, 12301, USA (Type of address: Service of Process)
1975-03-21 2007-07-02 Name THE UNITED WAY OF SCHENECTADY COUNTY, INC.
1966-03-04 1975-03-21 Name THE UNITED FUND OF SCHENECTADY COUNTY, INC.
1949-12-19 1966-03-04 Name COMMUNITY CHEST OF SCHENECTADY, INC.

Filings

Filing Number Date Filed Type Effective Date
070702000283 2007-07-02 CERTIFICATE OF AMENDMENT 2007-07-02
070629000286 2007-06-29 CERTIFICATE OF MERGER 2007-07-01
001220000754 2000-12-20 CERTIFICATE OF AMENDMENT 2000-12-20
960528000553 1996-05-28 CERTIFICATE OF CHANGE 1996-05-28
B667007-11 1988-07-26 CERTIFICATE OF AMENDMENT 1988-07-26
A910918-2 1982-10-14 ASSUMED NAME CORP INITIAL FILING 1982-10-14
A221839-6 1975-03-21 CERTIFICATE OF AMENDMENT 1975-03-21
546433-3 1966-03-04 CERTIFICATE OF AMENDMENT 1966-03-04
530Q-11 1950-05-25 CERTIFICATE OF AMENDMENT 1950-05-25
523Q-23 1949-12-19 CERTIFICATE OF INCORPORATION 1949-12-19

USAspending Awards. Financial Assistance

FAIN Awarding Agency Assistance Listings Start Date End Date Description
V11300 Department of the Treasury 21.009 - VOLUNTEER INCOME TAX ASSISTANCE (VITA) MATCHING GRANT PROGRAM 2010-07-01 2011-06-30 IMPROVING TAX RETURN QUALITY AND QUANTITY AND REACHING UNDER-SERVED POPULATIONS IN NEW YORK STATE
Recipient UNITED WAY OF THE GREATER CAPITAL REGION, INC
Recipient Name Raw UNITED WAY OF THE GREATER CAPITAL REGION
Recipient UEI DVMFQFCF21C7
Recipient DUNS 086958170
Recipient Address 1 UNITED WAY, ALBANY, ALBANY, NEW YORK, 12212-5588, UNITED STATES
Obligated Amount 85000.00
Non-Federal Funding 0.00
Original Subsidy Cost 0.00
Face Value of Direct Loan 0.00
Link View Page
V10019 Department of the Treasury 21.008 - LOW INCOME TAXPAYER CLINICS 2009-07-01 2010-06-30 IMPROVING TAX RETURN QUALITY AND QUANTITY AND REACHING UNDERSERVED POPULATIONS IN NEW YORK STATE: CASH OF THE GREATER CAPITAL REGION COALITION LED
Recipient UNITED WAY OF THE GREATER CAPITAL REGION, INC
Recipient Name Raw UNITED WAY OF THE GREATER CAPITAL REGION
Recipient UEI DVMFQFCF21C7
Recipient DUNS 086958170
Recipient Address P. O. BOX 13865, ALBANY, ALBANY, NEW YORK, 12212-3865, UNITED STATES
Obligated Amount 50000.00
Non-Federal Funding 0.00
Original Subsidy Cost 0.00
Face Value of Direct Loan 0.00
Link View Page
V90038 Department of the Treasury 21.003 - TAXPAYER SERVICE 2008-10-01 2009-06-30 VITA GRANT PROGRAM
Recipient UNITED WAY OF THE GREATER CAPITAL REGION, INC
Recipient Name Raw UNITED WAY OF THE GREATER CAPITAL REGION
Recipient UEI DVMFQFCF21C7
Recipient DUNS 086958170
Recipient Address ONE UNITED WAY P.O BOX 13865, ALBANY, ALBANY, NEW YORK, 12212, UNITED STATES
Obligated Amount 87875.00
Non-Federal Funding 0.00
Original Subsidy Cost 0.00
Face Value of Direct Loan 0.00
Link View Page
90ET0393 Department of Health and Human Services 93.569 - COMMUNITY SERVICES BLOCK GRANT 2008-06-01 2011-05-31 (CSBG): TRAINING AND TECHNICAL ASSISTANCE (T/TA) EARNED INCOME TAX CREDIT (EITC)
Recipient UNITED WAY OF THE GREATER CAPITAL REGION, INC
Recipient Name Raw UNITED WAY OF THE GREATER CAPITAL REGION, INC
Recipient UEI DVMFQFCF21C7
Recipient DUNS 086958170
Recipient Address ONE UNITED WAY, ALBANY, ALBANY, NEW YORK, 12205
Obligated Amount 150000.00
Non-Federal Funding 0.00
Original Subsidy Cost 0.00
Face Value of Direct Loan 0.00
Link View Page

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
14-1364505 Corporation Unconditional Exemption 1 STEUBEN PL, ALBANY, NY, 12207-2107 1949-03
In Care of Name -
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Organization that receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi)
Tax Period 2023-06
Asset 10,000,000 to 49,999,999
Income 1,000,000 to 4,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Jun
Asset Amount 11087525
Income Amount 4556141
Form 990 Revenue Amount 3428077
National Taxonomy of Exempt Entities Human Services: Fund Raising and Fund Distribution
Sort Name -

Publication 78 Data

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

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

Organization Name UNITED WAY OF THE GREATER CAPITAL REGION
EIN 14-1364505
Tax Period 202306
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF THE GREATER CAPITAL REGION
EIN 14-1364505
Tax Period 202206
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF THE GREATER CAPITAL REGION
EIN 14-1364505
Tax Period 202006
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF THE GREATER CAPITAL REGION
EIN 14-1364505
Tax Period 201906
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF THE GREATER CAPITAL REGION
EIN 14-1364505
Tax Period 201806
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF THE GREATER CAPITAL REGION
EIN 14-1364505
Tax Period 201706
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF THE GREATER CAPITAL REGION
EIN 14-1364505
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
6449728601 2021-03-23 0248 PPS 1 United Way, Albany, NY, 12205-5584
Loan Status Date 2021-12-18
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 287548
Loan Approval Amount (current) 287548
Undisbursed Amount 0
Franchise Name -
Lender Location ID 56102
Servicing Lender Name KeyBank National Association
Servicing Lender Address 127 Public Sq, CLEVELAND, OH, 44114-1217
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Albany, ALBANY, NY, 12205-5584
Project Congressional District NY-20
Number of Employees 20
NAICS code 813211
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 56102
Originating Lender Name KeyBank National Association
Originating Lender Address CLEVELAND, OH
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 289352.07
Forgiveness Paid Date 2021-12-01
3551397104 2020-04-11 0248 PPP One United Way, ALBANY, NY, 12205-5517
Loan Status Date 2021-04-21
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 277963
Loan Approval Amount (current) 277963
Undisbursed Amount 0
Franchise Name -
Lender Location ID 56102
Servicing Lender Name KeyBank National Association
Servicing Lender Address 127 Public Sq, CLEVELAND, OH, 44114-1217
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Unanswered
Project Address ALBANY, ALBANY, NY, 12205-5517
Project Congressional District NY-20
Number of Employees 18
NAICS code 813219
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 56102
Originating Lender Name KeyBank National Association
Originating Lender Address CLEVELAND, OH
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 280567.48
Forgiveness Paid Date 2021-03-31

Date of last update: 19 Mar 2025

Sources: New York Secretary of State