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  5. VALLEY UNITED WAY, INC.

VALLEY UNITED WAY, INC.

Company Details

Entity Name: VALLEY UNITED WAY, INC.
Jurisdiction: Connecticut
Legal type: Non-Stock
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 24 Jan 1968
Business ALEI: 0098790
Annual report due: 24 Jan 2025
NAICS code: 813410 - Civic and Social Organizations
Business address: 54 GROVE ST SUITE 1, SHELTON, CT, 06484, United States
Mailing address: 54 GROVE STREET SUITE 1, SHELTON, CT, United States, 06484
ZIP code: 06484
County: Fairfield
Place of Formation: CONNECTICUT
E-Mail: valleyunitedway@valleyunitedway.org

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
TAX DEFERRED ANNUITY PLAN OF VALLEY UNITED WAY, INC. 2017 060847098 2018-07-31 VALLEY UNITED WAY, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1976-07-01
Business code 813000
Sponsor’s telephone number 2039269478
Plan sponsor’s address 54 GROVE ST, SHELTON, CT, 064844106

Signature of
Role Plan administrator
Date 2018-07-31
Name of individual signing NANCY REARDON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-07-31
Name of individual signing NANCY REARDON
Valid signature Filed with authorized/valid electronic signature
TAX DEFERRED ANNUITY PLAN OF VALLEY UNITED WAY, INC. 2016 060847098 2017-07-11 VALLEY UNITED WAY, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1976-07-01
Business code 813000
Sponsor’s telephone number 2039269478
Plan sponsor’s address 54 GROVE ST STE 1, SHELTON, CT, 064844106

Signature of
Role Plan administrator
Date 2017-07-11
Name of individual signing SHARON GIBSON ELLIS
Valid signature Filed with authorized/valid electronic signature
TAX DEFERRED ANNUITY PLAN OF VALLEY UNITED WAY, INC. 2015 060847098 2016-05-09 VALLEY UNITED WAY, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1976-07-01
Business code 813000
Sponsor’s telephone number 2039269478
Plan sponsor’s address 54 GROVE ST, SHELTON, CT, 06484

Signature of
Role Plan administrator
Date 2016-05-09
Name of individual signing JOHN WALSH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-05-09
Name of individual signing JOHN WALSH
Valid signature Filed with authorized/valid electronic signature
TAX DEFERRED ANNUITY PLAN OF VALLEY UNITED WAY, INC. 2014 060847098 2015-05-12 VALLEY UNITED WAY, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1976-07-01
Business code 813000
Sponsor’s telephone number 2039269478
Plan sponsor’s address 54 GROVE ST, SHELTON, CT, 06484

Signature of
Role Plan administrator
Date 2015-05-12
Name of individual signing JOHN WALSH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-05-12
Name of individual signing JOHN WALSH
Valid signature Filed with authorized/valid electronic signature
TAX DEFERRED ANNUITY PLAN OF VALLEY UNITED WAY, INC. 2013 060847098 2014-05-22 VALLEY UNITED WAY, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1976-07-01
Business code 813000
Sponsor’s telephone number 2039269478
Plan sponsor’s address 54 GROVE ST, SHELTON, CT, 06484

Signature of
Role Plan administrator
Date 2014-05-22
Name of individual signing JOHN J. WALSH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-05-22
Name of individual signing JOHN J. WALSH
Valid signature Filed with authorized/valid electronic signature
TAX DEFERRED ANNUITY PLAN OF VALLEY UNITED WAY, INC. 2012 060847098 2013-06-24 VALLEY UNITED WAY, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1976-07-01
Business code 813000
Sponsor’s telephone number 2039269478
Plan sponsor’s address 54 GROVE ST, SHELTON, CT, 06484

Signature of
Role Plan administrator
Date 2013-06-24
Name of individual signing JOHN WALSH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-06-24
Name of individual signing JOHN WALSH
Valid signature Filed with authorized/valid electronic signature
TAX DEFERRED ANNUITY PLAN OF VALLEY UNITED WAY, INC. 2011 060847098 2012-07-27 VALLEY UNITED WAY, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1976-07-01
Business code 813000
Sponsor’s telephone number 2039269478
Plan sponsor’s address 54 GROVE STREET, SHELTON, CT, 06484

Plan administrator’s name and address
Administrator’s EIN 060847098
Plan administrator’s name VALLEY UNITED WAY, INC.
Plan administrator’s address 54 GROVE STREET, SHELTON, CT, 06484
Administrator’s telephone number 2039269478

Signature of
Role Plan administrator
Date 2012-07-27
Name of individual signing JOHN WALSH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-07-27
Name of individual signing JOHN WALSH
Valid signature Filed with authorized/valid electronic signature
TAX DEFERRED ANNUITY PLAN OF VALLEY UNITED WAY, INC. 2010 060847098 2011-07-21 VALLEY UNITED WAY, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1976-07-01
Business code 813000
Sponsor’s telephone number 2039269478
Plan sponsor’s address 3 CORPORATE DR STE 501, SHELTON, CT, 06484

Plan administrator’s name and address
Administrator’s EIN 060847098
Plan administrator’s name VALLEY UNITED WAY, INC.
Plan administrator’s address 3 CORPORATE DR STE 501, SHELTON, CT, 06484
Administrator’s telephone number 2039269478

Signature of
Role Plan administrator
Date 2011-07-21
Name of individual signing JOHN WALSH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-07-21
Name of individual signing JOHN WALSH
Valid signature Filed with authorized/valid electronic signature
TAX DEFERRED ANNUITY PLAN OF VALLEY UNITED WAY, INC. 2009 060847098 2010-07-20 VALLEY UNITED WAY, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1976-07-01
Business code 813000
Sponsor’s telephone number 2039261368
Plan sponsor’s address 3 CORPORATE DR STE 501, SHELTON, CT, 06484

Plan administrator’s name and address
Administrator’s EIN 060847098
Plan administrator’s name VALLEY UNITED WAY, INC.
Plan administrator’s address 3 CORPORATE DR STE 501, SHELTON, CT, 06484
Administrator’s telephone number 2039261368

Signature of
Role Plan administrator
Date 2010-07-20
Name of individual signing JOHN J. WALSH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-07-20
Name of individual signing JOHN J. WALSH
Valid signature Filed with authorized/valid electronic signature

Officer

Name Role Business address Residence address
Karen Stockla Officer 1 Corporate Drive, 800, Shelton, CT, 06484, United States 76 Brookdale Rd, Seymour, CT, 06483-2430, United States
Dominick Thomas, Esq Officer 315 Main Street, Derby, CT, 06418, United States 315 Main Street, Derby, CT, 06418, United States
GREGORY P. DESTEFANO Officer CHERUBINO & CO, P.C., 900 STRAITS TRUNPIKE, BLDG 2, MIDDLEBURY, CT, 06762, United States 10 BUNKER HILL CIRCLE, SHELTON, CT, 06484, United States

Agent

Name Role Business address Phone E-Mail Residence address
Michael Pacowta Agent 54 GROVE ST SUITE 1, SHELTON, CT, 06484, United States +1 203-394-2630 michael.pacowta@valleyunitedway.org 104 E Broadway, C, Milford, CT, 06460, United States

License

Credential Credential type Status Status reason Issue date Effective date Expiration date
LCO.0008581 TEMPORARY CHARITABLE ORGANIZATION LIQUOR INACTIVE No data No data 2018-10-18 2018-10-18
LCO.0009228 TEMPORARY CHARITABLE ORGANIZATION LIQUOR INACTIVE No data No data 2019-10-10 2019-10-10
CHR.0002168 PUBLIC CHARITY ACTIVE CURRENT No data 2024-06-01 2025-05-31

History

Type Old value New value Date of change
Name change VALLEY UNITED FUND INC VALLEY UNITED WAY, INC. 1974-03-14

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012044796 2024-01-09 No data Annual Report Annual Report No data
BF-0009843553 2023-01-06 No data Annual Report Annual Report No data
BF-0011078969 2023-01-06 No data Annual Report Annual Report No data
BF-0010689515 2023-01-06 No data Annual Report Annual Report No data
BF-0008169147 2023-01-03 No data Annual Report Annual Report 2020
0006715232 2020-01-08 No data Annual Report Annual Report 2019
0006297189 2018-12-21 No data Annual Report Annual Report 2018
0005737654 2017-01-12 No data Annual Report Annual Report 2017
0005555975 2016-05-04 No data Annual Report Annual Report 2016
0005249139 2015-01-05 No data Annual Report Annual Report 2015

Related by officers

GREGORY P. DESTEFANO

KONOWITZ, KAHN, & COMPANY, P.C.

Related by address

No related companies by address

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website

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