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UNITED WAY OF THE BLUEGRASS, INC.

Company Details

Name: UNITED WAY OF THE BLUEGRASS, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Non-profit
File Date: 29 Jul 1959 (66 years ago)
Organization Date: 29 Jul 1959 (66 years ago)
Last Annual Report: 04 Feb 2025 (2 months ago)
Organization Number: 0053153
Industry: Social Services
Number of Employees: Medium (20-99)
ZIP code: 40517
City: Lexington
Primary County: Fayette County
Principal Office: 651 PERIMETER DRIVE, SUITE 510, LEXINGTON, KY 40517
Place of Formation: KENTUCKY

Unique Entity ID

Unique Entity ID Expiration Date Physical Address Mailing Address
W5NNCKSVZLV3 2024-10-31 651 PERIMETER DR, STE 510, LEXINGTON, KY, 40517, 4138, USA 651 PERIMETER DR, STE 510, LEXINGTON, KY, 40517, 4138, USA

Business Information

URL uwbg.org
Congressional District 06
State/Country of Incorporation KY, USA
Activation Date 2023-11-17
Initial Registration Date 2010-03-26
Entity Start Date 1959-07-29
Fiscal Year End Close Date Jun 30

Service Classifications

NAICS Codes 624190

Points of Contacts

Electronic Business
Title PRIMARY POC
Name KATHY GOSNELL
Role VP OF FINANCE AND OPERATIONS
Address 651 PERIMETER DRIVE, SUITE 510, LEXINGTON, KY, 40517, USA
Government Business
Title PRIMARY POC
Name KATHY GOSNELL
Role VP OF FINANCE AND OPERATIONS
Address 651 PERIMETER DR., SUITE 510, LEXINGTON, KY, 40517, USA
Past Performance
Title PRIMARY POC
Name KATHY GOSNELL
Address 651 PERIMETER DR, SUITE 510, LEXINGTON, KY, 40515, USA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
UNITED WAY OF THE BLUEGRASS, INC. 401(K) PLAN 2022 610444679 2023-07-13 UNITED WAY OF THE BLUEGRASS, INC. 47
Three-digit plan number (PN) 005
Effective date of plan 1997-01-01
Business code 813000
Sponsor’s telephone number 8592334460
Plan sponsor’s address 651 PERIMETER DRIVE, SUITE 510, LEXINGTON, KY, 40517

Signature of

Role Plan administrator
Date 2023-07-13
Name of individual signing MELISSA L. REYNOLDS
Valid signature Filed with authorized/valid electronic signature
UNITED WAY OF THE BLUEGRASS, INC. 401(K) PLAN 2022 610444679 2023-08-17 UNITED WAY OF THE BLUEGRASS, INC. 47
File View Page
Three-digit plan number (PN) 005
Effective date of plan 1997-01-01
Business code 813000
Sponsor’s telephone number 8592334460
Plan sponsor’s address 651 PERIMETER DRIVE, SUITE 510, LEXINGTON, KY, 40517

Signature of

Role Plan administrator
Date 2023-08-17
Name of individual signing MELISSA L. REYNOLDS
Valid signature Filed with authorized/valid electronic signature
UNITED WAY OF THE BLUEGRASS, INC. 401(K) PLAN 2021 610444679 2022-08-01 UNITED WAY OF THE BLUEGRASS, INC. 57
File View Page
Three-digit plan number (PN) 005
Effective date of plan 1997-01-01
Business code 813000
Sponsor’s telephone number 8592334460
Plan sponsor’s address 651 PERIMETER DRIVE, SUITE 510, LEXINGTON, KY, 40517

Signature of

Role Plan administrator
Date 2022-08-01
Name of individual signing STEPHEN CLARK
Valid signature Filed with authorized/valid electronic signature
UNITED WAY OF THE BLUEGRASS, INC. 401(K) PLAN 2020 610444679 2021-07-18 UNITED WAY OF THE BLUEGRASS, INC. 49
File View Page
Three-digit plan number (PN) 005
Effective date of plan 1997-01-01
Business code 813000
Sponsor’s telephone number 8592334460
Plan sponsor’s address 651 PERIMETER DRIVE, SUITE 510, LEXINGTON, KY, 40517

Signature of

Role Plan administrator
Date 2021-07-18
Name of individual signing STEPHEN CLARK
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-07-18
Name of individual signing STEPHEN CLARK
Valid signature Filed with authorized/valid electronic signature
UNITED WAY OF THE BLUEGRASS, INC. 401(K) PLAN 2019 610444679 2020-08-03 UNITED WAY OF THE BLUEGRASS, INC. 53
File View Page
Three-digit plan number (PN) 005
Effective date of plan 1997-01-01
Business code 813000
Sponsor’s telephone number 8592334460
Plan sponsor’s address 100 MIDLAND AVE. STE. 300, LEXINGTON, KY, 40508

Signature of

Role Plan administrator
Date 2020-08-03
Name of individual signing VICKI R. SEALE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-08-03
Name of individual signing VICKI R. SEALE
Valid signature Filed with authorized/valid electronic signature
UNITED WAY OF THE BLUEGRASS, INC. 401(K) PLAN 2018 610444679 2019-09-03 UNITED WAY OF THE BLUEGRASS, INC. 55
File View Page
Three-digit plan number (PN) 005
Effective date of plan 1997-01-01
Business code 813000
Sponsor’s telephone number 8592334460
Plan sponsor’s address 100 MIDLAND AVE. STE. 300, LEXINGTON, KY, 40508

Signature of

Role Plan administrator
Date 2019-09-03
Name of individual signing VICKI R. SEALE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-09-03
Name of individual signing VICKI R. SEALE
Valid signature Filed with authorized/valid electronic signature
UNITED WAY OF THE BLUEGRASS INC. 401K RETIREMENT PLAN 2017 610444679 2018-07-24 UNITED WAY OF THE BLUEGRASS INC. 46
File View Page
Three-digit plan number (PN) 005
Effective date of plan 1997-01-01
Business code 813000
Sponsor’s telephone number 8592334460
Plan sponsor’s address 100 MIDLAND AVENUE, SUITE 300, LEXINGTON, KY, 40508

Signature of

Role Plan administrator
Date 2018-07-24
Name of individual signing VICKI SEALE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-07-24
Name of individual signing VICKI SEALE
Valid signature Filed with authorized/valid electronic signature
UNITED WAY OF THE BLUEGRASS INC. 401K RETIREMENT PLAN 2016 610444679 2017-07-25 UNITED WAY OF THE BLUEGRASS INC. 46
File View Page
Three-digit plan number (PN) 005
Effective date of plan 1997-01-01
Business code 813000
Sponsor’s telephone number 8592334460
Plan sponsor’s address 100 MIDLAND AVENUE, SUITE 300, LEXINGTON, KY, 40508

Signature of

Role Plan administrator
Date 2017-07-25
Name of individual signing VICKI SEALE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-07-25
Name of individual signing VICKI SEALE
Valid signature Filed with authorized/valid electronic signature
UNITED WAY OF THE BLUEGRASS INC. 401K RETIREMENT PLAN 2015 610444679 2016-07-26 UNITED WAY OF THE BLUEGRASS INC. 44
File View Page
Three-digit plan number (PN) 005
Effective date of plan 1997-01-01
Business code 813000
Sponsor’s telephone number 8592334460
Plan sponsor’s address 100 MIDLAND AVENUE, SUITE 300, LEXINGTON, KY, 40508

Signature of

Role Plan administrator
Date 2016-07-26
Name of individual signing VICKI SEALE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-07-26
Name of individual signing VICKI SEALE
Valid signature Filed with authorized/valid electronic signature
UNITED WAY OF THE BLUEGRASS INC. 401K RETIREMENT PLAN 2014 610444679 2015-07-28 UNITED WAY OF THE BLUEGRASS INC. 36
File View Page
Three-digit plan number (PN) 005
Effective date of plan 1997-01-01
Business code 813000
Sponsor’s telephone number 8592334460
Plan sponsor’s address 100 MIDLAND AVENUE, SUITE 300, LEXINGTON, KY, 40508

Signature of

Role Plan administrator
Date 2015-07-28
Name of individual signing VICKI SEALE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-07-28
Name of individual signing VICKI SEALE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/07/25/20140725080247P030055796727001.pdf
Three-digit plan number (PN) 005
Effective date of plan 1997-01-01
Business code 813000
Sponsor’s telephone number 8592334460
Plan sponsor’s address 100 MIDLAND AVENUE, SUITE 300, LEXINGTON, KY, 40508

Signature of

Role Plan administrator
Date 2014-07-25
Name of individual signing VICKI SEALE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-07-25
Name of individual signing VICKI SEALE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/07/19/20130719130540P040395204305001.pdf
Three-digit plan number (PN) 005
Effective date of plan 1997-01-01
Business code 813000
Sponsor’s telephone number 8592334460
Plan sponsor’s address 2480 FORTUNE DRIVE STE 250, LEXINGTON, KY, 40509

Signature of

Role Plan administrator
Date 2013-07-19
Name of individual signing VICKI SEALE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-07-19
Name of individual signing VICKI SEALE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/07/20/20120720150857P030000484133001.pdf
Three-digit plan number (PN) 005
Effective date of plan 1997-01-01
Business code 813000
Sponsor’s telephone number 8592334460
Plan sponsor’s address 2480 FORTUNE DRIVE STE 250, LEXINGTON, KY, 40509

Plan administrator’s name and address

Administrator’s EIN 610444679
Plan administrator’s name UNITED WAY OF THE BLUEGRASS INC.
Plan administrator’s address 2480 FORTUNE DRIVE STE 250, LEXINGTON, KY, 40509
Administrator’s telephone number 8592334460

Signature of

Role Plan administrator
Date 2012-07-20
Name of individual signing VICKI SEALE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-07-20
Name of individual signing VICKI SEALE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/07/21/20110721094408P040100459297001.pdf
Three-digit plan number (PN) 005
Effective date of plan 1997-01-01
Business code 813000
Sponsor’s telephone number 8592334460
Plan sponsor’s address 2480 FORTUNE DRIVE STE 250, LEXINGTON, KY, 40509

Plan administrator’s name and address

Administrator’s EIN 610444679
Plan administrator’s name UNITED WAY OF THE BLUEGRASS INC.
Plan administrator’s address 2480 FORTUNE DRIVE STE 250, LEXINGTON, KY, 40509
Administrator’s telephone number 8592334460

Signature of

Role Plan administrator
Date 2011-07-21
Name of individual signing VICKI SEALE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-07-21
Name of individual signing VICKI SEALE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/07/22/20100722082237P040030098599001.pdf
Three-digit plan number (PN) 005
Effective date of plan 1997-01-01
Business code 813000
Sponsor’s telephone number 8592334460
Plan sponsor’s address 2480 FORTUNE DRIVE STE 250, LEXINGTON, KY, 40509

Plan administrator’s name and address

Administrator’s EIN 610444679
Plan administrator’s name UNITED WAY OF THE BLUEGRASS INC.
Plan administrator’s address 2480 FORTUNE DRIVE STE 250, LEXINGTON, KY, 40509
Administrator’s telephone number 8592334460

Signature of

Role Plan administrator
Date 2010-07-21
Name of individual signing VICKI SEALE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-07-21
Name of individual signing VICKI SEALE
Valid signature Filed with authorized/valid electronic signature

Director

Name Role
THOMAS L. ADAMS Director
O. A. BAKHAUS Director
Paul Rooke Director
David Kyle Murray Director
Valerie Marshall Director
J. RUH BEARD Director
MORRIS BEEBE JR. Director
BEN P. BRANSOM Director

Treasurer

Name Role
Anna Minrovik Treasurer

Officer

Name Role
Kenneth Jones Officer

Secretary

Name Role
Timothy Johnson Secretary

Incorporator

Name Role
MORRIS BEEBE JR. Incorporator
BEN P. BRANSOM Incorporator
THOMAS L. ADAMS Incorporator
O. A. BAKHAUS Incorporator
J. RUH BEARD Incorporator

Registered Agent

Name Role
TIMOTHY JOHNSON Registered Agent

Former Company Names

Name Action
UNITED WAY OF FRANKLIN COUNTY, INC. Merger
THE UNITED WAY OF WOODFORD COUNTY, INC. Merger
UNITED WAY OF THE BLUE GRASS, INCORPORATED Old Name
FRANKLIN COUNTY UNITED WAY, INC. Old Name
UNITED COMMUNITY FUND OF LEXINGTON AND FAYETTE COUNTY, KENTUCKY, INCORPORATED Old Name
FRANKLIN COUNTY UNITED COMMUNITY FUND Old Name

Assumed Names

Name Status Expiration Date
VOLUNTEER BLUEGRASS Inactive 2016-02-16
GET ON BOARD Inactive 2016-02-16

Filings

Name File Date
Annual Report 2025-02-04
Annual Report 2024-02-28
Annual Report 2023-05-05
Annual Report 2022-07-27
Annual Report 2021-06-04
Registered Agent name/address change 2021-06-04
Principal Office Address Change 2021-05-19
Articles of Merger 2020-07-28
Annual Report 2020-06-23
Annual Report 2020-06-23

USAspending Awards. Financial Assistance

FAIN Awarding Agency Assistance Listings Start Date End Date Description
10SRSKY003 Corporation for National and Community Service 94.002 - RETIRED AND SENIOR VOLUNTEER PROGRAM 2010-09-30 2013-09-29 RETIRED AND SENIOR VOLUNTEER PROGRAM
Recipient UNITED WAY OF THE BLUEGRASS, INC
Recipient Name Raw UNITED WAY OF THE BLUEGRASS
Recipient UEI W5NNCKSVZLV3
Recipient DUNS 088440805
Recipient Address 2480 FORTUNE DR, STE 250, LEXINGTON, FAYETTE, KENTUCKY, 40509-4259
Obligated Amount 213132.00
Non-Federal Funding 41254.00
Original Subsidy Cost 0.00
Face Value of Direct Loan 0.00
Link View Page
90EI0659 Department of Health and Human Services 93.602 - ASSETS FOR INDEPENDENCE DEMONSTRATION PROGRAM 2010-09-01 2015-08-31 ASSETS FOR INDEPENDENCE DEMONSTRATION PROGRAM - IDA PROJECT
Recipient UNITED WAY OF THE BLUEGRASS, INC
Recipient Name Raw UNITED WAY OF THE BLUEGRASS INC
Recipient UEI W5NNCKSVZLV3
Recipient DUNS 088440805
Recipient Address 101 E VINE ST 7TH FLOOR, LEXINGTON, FAYETTE, KENTUCKY, 40507, UNITED STATES
Obligated Amount 1000000.00
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
61-0444679 Corporation Unconditional Exemption 651 PERIMETER DR STE 510, LEXINGTON, KY, 40517-4138 1955-08
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 2024-06
Asset 5,000,000 to 9,999,999
Income 5,000,000 to 9,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Jun
Asset Amount 5106474
Income Amount 5376623
Form 990 Revenue Amount 4037671
National Taxonomy of Exempt Entities Human Services: Human Services N.E.C.
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 BLUEGRASS INC
EIN 61-0444679
Tax Period 202206
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF THE BLUEGRASS INC
EIN 61-0444679
Tax Period 202006
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF THE BLUEGRASS INC
EIN 61-0444679
Tax Period 201906
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF THE BLUEGRASS INC
EIN 61-0444679
Tax Period 201806
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF THE BLUEGRASS INC
EIN 61-0444679
Tax Period 201706
Filing Type E
Return Type 990
File View File
Organization Name UNITED WAY OF THE BLUEGRASS INC
EIN 61-0444679
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
6429507100 2020-04-14 0457 PPP 100 MIDLAND AVE Ste 300, LEXINGTON, KY, 40508-1943
Loan Status Date 2021-12-21
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 323000
Loan Approval Amount (current) 323000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 58036
Servicing Lender Name Fifth Third Bank
Servicing Lender Address 38 Fountain Sq Plz, CINCINNATI, OH, 45263
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address LEXINGTON, FAYETTE, KY, 40508-1943
Project Congressional District KY-06
Number of Employees 27
NAICS code 813219
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 58036
Originating Lender Name Fifth Third Bank
Originating Lender Address CINCINNATI, OH
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 327952.67
Forgiveness Paid Date 2021-11-03

Sources: Kentucky Secretary of State