Public Charity

UNITED WAY OF WESTCHESTER AND PUTNAM

Based in WHITE PLAINS, NY, UNITED WAY OF WESTCHESTER AND PUTNAM operates as a Public Charity. The organization reported $10.4M in revenue, $10.0M in expenses, $5.8M in total assets for fiscal year 2025. Imperigo tracks 148 reported grant relationships connected to this organization totaling approximately $7.3M.

EIN: 131997636 WHITE PLAINS, NY Human Service Organizations NTEE: P20 Latest filing: 2025
Total Revenue$10.4M
Total Expenses$10.0M
Total Assets$5.8M
Grant Records148
Funding Total$7.3M
Filing Years2021–2025

Mission

UNITED WAY OF WESTCHESTER AND PUTNAM MOBILIZES STRATEGIC PARTNERSHIPS AND LEVERAGES RESOURCES TO CREATE A MORE EQUITABLE COMMUNITY BY ADVANCING EDUCATION, FINANCIAL STABILITY, AND HEALTH INITIATIVES.

Where $100 goes at United Way of Westchester and Putnam

How United Way of Westchester and Putnam divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.

$88 Programs the work itself
$8 Management running the organization
$4 Fundraising raising the next dollar

Inside the $88 for programs

$59
The united way is committed to lifting-up the almost 40% of families and individuals living in poverty or paycheck to paycheck in our community
67% of program spending · Reported in the filing: 40 organizations; 194 agencies; 109,325 households
$23
During the 2024-25 fiscal year, united way's 211 helpline (which serves the hudson valley, long island, capital region, and adirondacks) continued to play a vital role connecting families…
26% of program spending · Reported in the filing: 25,000 programs; 19,623 calls; 211 programs
$6
United way's education united after-school academic and enrichment program operated in three schools across three school districts in 2024-25 and served 533 first-third grade children
7% of program spending · Reported in the filing: 533 children; 616 students
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Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Sample Grants Received

2024
TO LEAD AND OVERSEE THE DEVELOPMENT AND OPERATION OF A STATE-WIDE, FREE, HEALTH AND HUMAN SERVICES INFORMATION AND REFERRAL SYSTEM, ACCESSIBLE THROUGH THE 2-1-1 DIALING CODE.
$587,164
2024
IN FURTHERANCE OF GRANTEE'S TAX-EXEMPT PURPOSE
$307,869
2024
HUMAN & SOCIAL SERVICES
$110,250
2024
PUBLIC, SOCIETAL BENEFIT
$68,897

Showing up to 5 of 148 total records — full history available with membership.

Officers & Directors

CHAIR OF THE BOARD Aleida M Frederico
BOARD MEMBER Amanda Michael Esq
VICE CHAIR OF RESOURCE DEVELOPMENT Bernadette Schopfer Cpa
BOARD MEMBER Bernard Thombs
BOARD MEMBER Bo Zhang
BOARD MEMBER Charlene Davis

Officer compensation and complete director data available with membership.

Top Grant Purposes

General Support
$3,058,312 70 grants
Health & Medicine
$2,723,826 10 grants
Human & Social Services
$174,700 7 grants
Education
$157,684 7 grants
Economic Development
$109,500 1 grant

Financial Trends

Year Revenue Expenses Assets
2025 $10.4M $10.0M $5.8M
2024 $10.2M $10.0M $5.6M
2023 $9.7M $9.6M $6.0M
2022 $10.3M $9.4M $5.3M
2021 $13.5M $13.0M $5.6M

Between 2021 and 2025, reported annual revenue declined from $13.5M to $10.4M (-23%), with total assets most recently reported at $5.8M.

Interactive year-over-year charts and full filing details available with membership.

See the full picture for UNITED WAY OF WESTCHESTER AND PUTNAM

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