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UNITED WAY OF GREATER NEW HAVEN, INC.

Company Details

Entity Name: UNITED WAY OF GREATER NEW HAVEN, INC.
Jurisdiction: Connecticut
Legal type: Non-Stock
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 12 Jul 1971
Business ALEI: 0101113
Annual report due: 12 Jul 2025
NAICS code: 813410 - Civic and Social Organizations
Business address: United Way of Greater New Haven, NEW HAVEN, CT, 06513, United States
Mailing address: 370 JAMES STREET, suite 403, NEW HAVEN, CT, United States, 06513
ZIP code: 06513
County: New Haven
Place of Formation: CONNECTICUT
E-Mail: cfernandes@uwgnh.org

Unique Entity ID

Unique Entity ID Expiration Date Physical Address Mailing Address
SU2HMXEHL8F7 2025-01-01 370 JAMES ST, STE 403, NEW HAVEN, CT, 06513, 3091, USA 370 JAMES ST STE 403, NEW HAVEN, CT, 06513, USA

Business Information

Doing Business As UNITED WAY OF GREATER NEW HAVEN INC
URL http://www.uwgnh.org
Congressional District 03
State/Country of Incorporation CT, USA
Activation Date 2024-01-04
Initial Registration Date 2010-01-05
Entity Start Date 1920-12-22
Fiscal Year End Close Date Jun 30

Points of Contacts

Electronic Business
Title PRIMARY POC
Name CHRISTINA FERNANDES
Role CHIEF FINANCIAL OFFICER
Address 370 JAMES STREET, SUITE 403, NEW HAVEN, CT, 06513, USA
Title ALTERNATE POC
Name JENNIFER HEATH
Address 370 JAMES STREET, SUITE 403, NEW HAVEN, CT, 06513, USA
Government Business
Title PRIMARY POC
Name JENNIFER HEATH
Role CEO & PRESIDENT
Address 370 JAMES STREET, SUITE 403, NEW HAVEN, CT, 06513, USA
Past Performance Information not Available

Commercial and government entity program

CAGE number Status Type Established CAGE Update Date CAGE Expiration SAM Expiration
5UKS3 Obsolete Non-Manufacturer 2010-01-06 2024-03-08 No data 2025-01-01

Contact Information

POC JENNIFER HEATH
Phone +1 203-691-4226
Fax +1 203-773-0332
Address 370 JAMES ST, NEW HAVEN, CT, 06513 3091, 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
EMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER NEW HAVEN, INC. 2018 060646761 2019-09-16 UNITED WAY OF GREATER NEW HAVEN, INC. 33
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1986-07-01
Business code 813000
Sponsor’s telephone number 2036914219
Plan sponsor’s mailing address 370 JAMES STREET, SUITE 403, NEW HAVEN, CT, 065133091
Plan sponsor’s address 370 JAMES STREET, SUITE 403, NEW HAVEN, CT, 065133091

Number of participants as of the end of the plan year

Active participants 0
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
EMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER NEW HAVEN, INC. 2017 060646761 2019-04-13 UNITED WAY OF GREATER NEW HAVEN, INC. 32
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1986-07-01
Business code 813000
Sponsor’s telephone number 2036914219
Plan sponsor’s mailing address 370 JAMES STREET, SUITE 403, NEW HAVEN, CT, 065133091
Plan sponsor’s address 370 JAMES STREET, SUITE 403, NEW HAVEN, CT, 065133091

Number of participants as of the end of the plan year

Active participants 2
Retired or separated participants receiving benefits 11
Other retired or separated participants entitled to future benefits 19
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 1
UNITED WAY OF GREATER NEW HAVEN, INC. 403(B) RETIREMENT PLAN 2010 060646761 2012-01-30 UNITED WAY OF GREATER NEW HAVEN, INC. 28
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2005-07-01
Business code 813000
Sponsor’s telephone number 2037722010
Plan sponsor’s address 900 CHAPEL STREET, 10TH FLOOR, NEW HAVEN, CT, 06510

Plan administrator’s name and address

Administrator’s EIN 060646761
Plan administrator’s name UNITED WAY OF GREATER NEW HAVEN, INC.
Plan administrator’s address 900 CHAPEL STREET, 10TH FLOOR, NEW HAVEN, CT, 06510
Administrator’s telephone number 2037722010

Signature of

Role Plan administrator
Date 2012-01-26
Name of individual signing STEFANIE BOLES
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-01-26
Name of individual signing STEFANIE BOLES
Valid signature Filed with authorized/valid electronic signature
EMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER NEW HAVEN, INC. 2009 060646761 2011-04-15 UNITED WAY OF GREATER NEW HAVEN, INC. 33
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1982-03-01
Business code 813000
Sponsor’s telephone number 2036914219
Plan sponsor’s mailing address 900 CHAPEL STREET, 10TH FLOOR, NEW HAVEN, CT, 06510
Plan sponsor’s address 900 CHAPEL STREET, 10TH FLOOR, NEW HAVEN, CT, 06510

Plan administrator’s name and address

Administrator’s EIN 060646761
Plan administrator’s name UNITED WAY OF GREATER NEW HAVEN, INC.
Plan administrator’s address 900 CHAPEL STREET, 10TH FLOOR, NEW HAVEN, CT, 06510
Administrator’s telephone number 2036914219

Number of participants as of the end of the plan year

Active participants 9
Retired or separated participants receiving benefits 7
Other retired or separated participants entitled to future benefits 17
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2011-04-15
Name of individual signing STEFANIE BOLES
Valid signature Filed with authorized/valid electronic signature
EMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER NEW HAVEN, INC. 2009 060646761 2010-05-10 UNITED WAY OF GREATER NEW HAVEN, INC. 33
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1982-03-01
Business code 813000
Sponsor’s telephone number 2036914219
Plan sponsor’s mailing address 900 CHAPEL STREET, 10TH FLOOR, NEW HAVEN, CT, 06510
Plan sponsor’s address 900 CHAPEL STREET, 10TH FLOOR, NEW HAVEN, CT, 06510

Plan administrator’s name and address

Administrator’s EIN 060646761
Plan administrator’s name UNITED WAY OF GREATER NEW HAVEN, INC.
Plan administrator’s address 900 CHAPEL STREET, 10TH FLOOR, NEW HAVEN, CT, 06510
Administrator’s telephone number 2036914219

Number of participants as of the end of the plan year

Active participants 9
Retired or separated participants receiving benefits 6
Other retired or separated participants entitled to future benefits 18
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2010-05-10
Name of individual signing STEFANIE BOLES
Valid signature Filed with authorized/valid electronic signature
UNITED WAY OF GREATER NEW HAVEN, INC. 403(B) RETIREMENT PLAN 2009 060646761 2010-11-01 UNITED WAY OF GREATER NEW HAVEN, INC. 27
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2005-07-01
Business code 813000
Sponsor’s telephone number 2037722010
Plan sponsor’s address 900 CHAPEL STREET, 10TH FLOOR, NEW HAVEN, CT, 06510

Plan administrator’s name and address

Administrator’s EIN 060646761
Plan administrator’s name UNITED WAY OF GREATER NEW HAVEN, INC.
Plan administrator’s address 900 CHAPEL STREET, 10TH FLOOR, NEW HAVEN, CT, 06510
Administrator’s telephone number 2037722010

Signature of

Role Plan administrator
Date 2010-10-29
Name of individual signing STEFANIE BOLES
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-10-29
Name of individual signing STEFANIE BOLES
Valid signature Filed with authorized/valid electronic signature

Officer

Name Role Business address Phone E-Mail Residence address
CAROLINE HENDEL Officer YALE UNIVERSITY, PO BOX 208255, NEW HAVEN, CT, 06520, United States No data No data 150 EAST ROCK ROAD, NEW HAVEN, CT, 06511, United States
JENNIFER HEATH Officer 370 JAMES STREET, SUITE 403, NEW HAVEN, CT, 06513, United States +1 203-887-1748 jheath@uwgnh.org 46 SPRING GARDEN STREET, HAMDEN, CT, 06517, United States
Judith Meyers Officer No data No data No data 18 Fair Street, #6, Guilford, CT, 06437, United States

Director

Name Role Business address Residence address
Judith Meyers Director No data 18 Fair Street, #6, Guilford, CT, 06437, United States
Christina Fernandes Director United Way of Greater New Haven, NEW HAVEN, CT, 06513, United States 370 James Street, 403, New Haven, CT, 06513, United States
CAROLINE HENDEL Director YALE UNIVERSITY, PO BOX 208255, NEW HAVEN, CT, 06520, United States 150 EAST ROCK ROAD, NEW HAVEN, CT, 06511, United States

Agent

Name Role Business address Phone E-Mail Residence address
JENNIFER HEATH Agent United Way of Greater New Haven, NEW HAVEN, CT, 06513, United States +1 203-887-1748 jheath@uwgnh.org 46 SPRING GARDEN STREET, HAMDEN, CT, 06517, United States

License

Credential Credential type Status Status reason Issue date Effective date Expiration date
LTA.0003508 TEMPORARY LIQUOR INACTIVE No data No data 2018-05-10 2018-05-10
CHR.0002156 PUBLIC CHARITY ACTIVE CURRENT No data 2024-06-01 2025-05-31

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012043732 2024-06-12 No data Annual Report Annual Report No data
BF-0011079452 2023-06-14 No data Annual Report Annual Report No data
BF-0010283376 2022-06-28 No data Annual Report Annual Report 2022
BF-0009760536 2021-07-01 No data Annual Report Annual Report No data
0006932868 2020-06-26 No data Annual Report Annual Report 2020
0006645568 2019-09-17 No data Annual Report Annual Report 2019
0006539974 2019-04-22 2019-04-22 Change of Agent Agent Change No data
0006493132 2019-03-26 No data Annual Report Annual Report 2014
0006493349 2019-03-26 No data Annual Report Annual Report 2018
0006493266 2019-03-26 No data Annual Report Annual Report 2015

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website