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  5. THE UNITED WAY OF GREATER WATERBURY, INC.

THE UNITED WAY OF GREATER WATERBURY, INC.

Company Details

Entity Name: THE UNITED WAY OF GREATER WATERBURY, INC.
Jurisdiction: Connecticut
Legal type: Non-Stock
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 21 Jul 1942
Business ALEI: 0096652
Annual report due: 21 Jul 2025
NAICS code: 813219 - Other Grantmaking and Giving Services
Business address: 123 BANK STREET, WATERBURY, CT, 06702, United States
Mailing address: 123 BANK STREET, 3rd Floor, WATERBURY, CT, United States, 06702
ZIP code: 06702
County: New Haven
Place of Formation: CONNECTICUT
E-Mail: sfournier@unitedwaygw.org

Unique Entity ID

Unique Entity ID Expiration Date Physical Address Mailing Address
NHHKWCZNBSC4 2025-02-26 123 BANK ST FL 3, WATERBURY, CT, 06702, 2205, USA 123 BANK ST FL 3, WATERBURY, CT, 06702, 2205, USA

Business Information
Doing Business As UNITED WAY OF GREATER WATERBURY
Congressional District 05
State/Country of Incorporation CT, USA
Activation Date 2024-02-29
Initial Registration Date 2022-04-07
Entity Start Date 1942-01-01
Fiscal Year End Close Date Jun 30

Points of Contacts
Electronic Business
Title PRIMARY POC
Name SUSAN FOURNIER
Role DIRECTOR OF FINANCE & ADMINISTRATION
Address 123 BANK STREET, 3RD FLOOR, WATERBURY, CT, 06702, 2205, USA
Government Business
Title PRIMARY POC
Name JERED BRUZAS
Role CHIEF IMPACT OFFICER
Address 123 BANK STREET, 3RD FLOOR, WATERBURY, CT, 06702, 2205, USA
Past Performance Information not Available

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
403 B THRIFT PLAN OF THE UNITED WAY OF GREATER WATERBURY INC 2023 060646634 2024-10-15 THE UNITED WAY OF GREATER WATERBURY INC 31
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2009-01-01
Business code 813000
Sponsor’s telephone number 2037579855
Plan sponsor’s address 100 N ELM STREET, FLOOR 2, WATERBURY, CT, 067021512

Signature of
Role Plan administrator
Date 2024-10-15
Name of individual signing SUSAN FOURNIER
Valid signature Filed with authorized/valid electronic signature
403 B THRIFT PLAN OF THE UNITED WAY OF GREATER WATERBURY INC 2022 060646634 2023-10-16 THE UNITED WAY OF GREATER WATERBURY INC 23
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2009-01-01
Business code 813000
Sponsor’s telephone number 2037579855
Plan sponsor’s address 100 N ELM STREET, FLOOR 2, WATERBURY, CT, 067021512

Signature of
Role Plan administrator
Date 2023-10-16
Name of individual signing SUSAN FOURNIER
Valid signature Filed with authorized/valid electronic signature
403 B THRIFT PLAN OF THE UNITED WAY OF GREATER WATERBURY INC 2021 060646634 2022-10-11 THE UNITED WAY OF GREATER WATERBURY INC 24
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2009-01-01
Business code 813000
Sponsor’s telephone number 2037579855
Plan sponsor’s address 100 N ELM STREET, FLOOR 2, WATERBURY, CT, 067021512

Signature of
Role Plan administrator
Date 2022-10-11
Name of individual signing SUSAN FOURNIER
Valid signature Filed with authorized/valid electronic signature
403 B THRIFT PLAN OF THE UNITED WAY OF GREATER WATERBURY INC 2020 060646634 2021-10-13 THE UNITED WAY OF GREATER WATERBURY INC 24
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2009-01-01
Business code 813000
Sponsor’s telephone number 2037579855
Plan sponsor’s address 100 N ELM STREET, FLOOR 2, WATERBURY, CT, 067021512

Signature of
Role Plan administrator
Date 2021-10-13
Name of individual signing SUSAN FOURNIER
Valid signature Filed with authorized/valid electronic signature
403 B THRIFT PLAN OF THE UNITED WAY OF GREATER WATERBURY INC 2019 060646634 2020-07-09 THE UNITED WAY OF GREATER WATERBURY INC 24
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2009-01-01
Business code 813000
Sponsor’s telephone number 2037579855
Plan sponsor’s address 100 N ELM STREET, FLOOR 2, WATERBURY, CT, 067021512

Signature of
Role Plan administrator
Date 2020-07-09
Name of individual signing SUSAN FOURNIER
Valid signature Filed with authorized/valid electronic signature
403 B THRIFT PLAN OF THE UNITED WAY OF GREATER WATERBURY INC 2018 060646634 2019-07-03 THE UNITED WAY OF GREATER WATERBURY INC 21
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2009-01-01
Business code 813000
Sponsor’s telephone number 2037579855
Plan sponsor’s address 100 N ELM STREET, FLOOR 2, WATERBURY, CT, 067021512

Signature of
Role Plan administrator
Date 2019-07-03
Name of individual signing SUSAN FOURNIER
Valid signature Filed with authorized/valid electronic signature
403 B THRIFT PLAN OF THE UNITED WAY OF GREATER WATERBURY INC 2017 060646634 2018-05-18 THE UNITED WAY OF GREATER WATERBURY INC 17
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2009-01-01
Business code 813000
Sponsor’s telephone number 2037579855
Plan sponsor’s address 100 N ELM ST FL 2, WATERBURY, CT, 067021512

Signature of
Role Plan administrator
Date 2018-05-18
Name of individual signing SUSAN FOURNIER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-05-18
Name of individual signing SUSAN FOURNIER
Valid signature Filed with authorized/valid electronic signature
403(B) THRIFT PLAN OF THE UNITED WAY OF GREATER WATERBURY, INC. 2016 060646634 2017-03-29 THE UNITED WAY OF GREATER WATERBURY , INC. 16
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2009-01-01
Business code 813000
Sponsor’s telephone number 2037579855
Plan sponsor’s address 100 N ELM ST FL 2, WATERBURY, CT, 06702

Signature of
Role Plan administrator
Date 2017-03-29
Name of individual signing SUSAN FOURNIER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-03-29
Name of individual signing SUSAN FOURNIER
Valid signature Filed with authorized/valid electronic signature
403(B) THRIFT PLAN OF THE UNITED WAY OF GREATER WATERBURY, INC. 2016 060646634 2017-03-06 THE UNITED WAY OF GREATER WATERBURY , INC. 14
Three-digit plan number (PN) 003
Effective date of plan 2009-01-01
Business code 813000
Sponsor’s telephone number 2037579855
Plan sponsor’s address 100 N ELM ST FL 2, WATERBURY, CT, 06702

Signature of
Role Plan administrator
Date 2017-03-06
Name of individual signing SUSAN FOURNIER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-03-06
Name of individual signing SUSAN FOURNIER
Valid signature Filed with authorized/valid electronic signature
403(B) THRIFT PLAN OF THE UNITED WAY OF GREATER WATERBURY, INC. 2015 060646634 2016-08-18 THE UNITED WAY OF GREATER WATERBURY , INC. 15
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2009-01-01
Business code 813000
Sponsor’s telephone number 2037579855
Plan sponsor’s address 100 N ELM ST FL 2, WATERBURY, CT, 06702

Signature of
Role Plan administrator
Date 2016-08-18
Name of individual signing SUSAN FOURNIER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-08-18
Name of individual signing SUSAN FOURNIER
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Phone E-Mail Residence address
KRISTEN BULKOVITCH JACOBY Agent 123 BANK STREET, 3rd Floor, WATERBURY, CT, 06702, United States +1 203-509-4744 sfournier@unitedwaygw.org 167 SPRAIN BROOK ROAD, WOODBURY, CT, 06798, United States

Officer

Name Role Business address Residence address
David Petitti Officer 100 North Elm Street, Waterbury, CT, 06702, United States 99 Westgate road, Watertown, CT, 06795, United States
Adrienne Parkmond Officer 1000 Lafayette Boulevard, Suite 501, Bridgeport, CT, 06604, United States 183 Heritage Drive, Waterbury, CT, 06708, United States
Gregory Jacobi Officer 500 Boyston Street, Boston, MA, 02116, United States 70 Tuttle Road, Woodbury, CT, 06798, United States
Kimberly Kalajainen Officer 56 Franklin Street, Waterbury, CT, 06706, United States 16 Village Drive, East Lyme, CT, 06333, United States

License

Credential Credential type Status Status reason Issue date Effective date Expiration date
CHR.0002748 PUBLIC CHARITY ACTIVE CURRENT 2022-06-01 2024-06-01 2025-05-31

History

Type Old value New value Date of change
Name change UNITED WAY OF THE CENTRAL NAUGATUCK VALLEY, INC. THE UNITED WAY OF GREATER WATERBURY, INC. 2003-07-29
Name change UNITED COUNCIL AND FUND OF GREATER WATERBURY, INC. UNITED WAY OF THE CENTRAL NAUGATUCK VALLEY, INC. 1975-01-14
Name change UNITED COMMUNITY FUND OF GREATER WATERBURY, INCORPORATED THE UNITED COUNCIL AND FUND OF GREATER WATERBURY, INC. 1959-11-19
Name change FEDERATED FUNDS, INCORPORATED UNITED COMMUNITY FUND OF GREATER WATERBURY, INCORPORATED THE 1956-05-11
Name change COMMUNITY CHEST OF WATERBURY, INCORPORATED FEDERATED FUNDS, INCORPORATED 1950-09-26

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012802291 2024-10-24 2024-10-24 Interim Notice Interim Notice No data
BF-0012043855 2024-06-21 No data Annual Report Annual Report No data
BF-0011079425 2023-06-21 No data Annual Report Annual Report No data
BF-0011709201 2023-02-22 2023-02-22 Interim Notice Interim Notice No data
BF-0010252198 2022-07-21 No data Annual Report Annual Report 2022
BF-0009760159 2021-12-09 No data Annual Report Annual Report No data
0007301866 2021-04-13 2021-04-13 Amendment Restated No data
0007009197 2020-10-28 No data Annual Report Annual Report 2020
0006668884 2019-10-29 No data Annual Report Annual Report 2019
0006285003 2018-11-29 2018-11-29 Change of Agent Agent Change No data

Related by officers

Adrienne Parkmond

THE WORKPLACE, INC. NHGF FOUNDATION, INCORPORATED Claim The Sky LLC

Kimberly Kalajainen

DIVERSIFIED NETWORK SERVICES, INC.

Related by address

123 BANK STREET, WATERBURY, CT, 06702, United States

NEW ENGLAND TITLE COMPANY, LLC

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website

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