United Way of Charlotte County Inc
United Way of Charlotte County Inc is a public charity based in Port Charlotte, Florida, formed in 1974. It funds programs and provides direct support intended to address community needs and promote stability for Charlotte County residents, with a stated emphasis on ALICE households—people who work but struggle to afford basic necessities.
United Way of Charlotte County Inc at a glance
In short: United Way of Charlotte County Inc gave $935K across 17 grants in 2025 (avg $55K), mostly in Florida. 35% of 2025 grantees were new. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $935,160
- -11.9% vs 2024
- Grants made (2025)
- 17
- +0.0% vs 2024
- Average grant
- $55,009
- -11.9% vs 2024
- Median grant
- $50,000
- Total assets
- $2,296,944
- -1.4% vs 2024
- New grantees (estimate)
- 35% first-time grantees (6 of 17, 2025; small sample)
- Primary geography
- Florida (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to United Way of Charlotte County Inc
- Contact
Mailing address: 17831 Murdock Cr Suite A, Port Charlotte, FL 33948
Phone: (941) 627-3539
Website: https://unitedwayccfl.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Open Grants
1 open opportunity from United Way of Charlotte County Inc
Who United Way of Charlotte County Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was St Vincent de Paul CARES ($170K). Together the top 10 received $794K.
Grant Size Distribution
89 grants across all recorded years
The most common grant size was under $50K: 51 grants of 89 (57%).
Geographic Focus
Where this funder awards grants
The 2026–2028 Community Investment Grants serve Charlotte County, Florida. The organization’s 2025 filing shows that 100% of reported grant dollars went to recipients in Florida.
Grant Distribution by State
Share of 2025 grant dollars across all 17 itemized grants.
States
Cities
Is United Way of Charlotte County Inc open to new grantees?
35%
first-time grantees, 2025
In 2025, 6 of 17 grantees (35%) were first-time recipients. With only 17 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. First grants averaged $47K; repeat grants $59K. How we count
Medians: $19K first-time, $58K repeat.
- 65% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+4%). Method
Estimate from itemized grant lists in IRS Form 990 filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $899K (2022) to $1.1M (2023). In 2025 it made 17 grants totaling $935K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| St Vincent de Paul CARES St Petersburg, FL | Programs | $169,767 |
| Boys & Girls Clubs Port Charlotte, FL | School Age Children | $103,032 |
| Virginia B Andes Comm Clinic Port Charlotte, FL | Clinic Pharm | $96,759 |
| YMCA of SW Florida Venice, FL | Programs | $79,740 |
| Senior Friendship Centers Sarasota, FL | Friendship | $71,369 |
| Early Learning Coalition Port Charlotte, FL | Early Care | $60,548 |
| Care Punta Gorda, FL | Crime Victim | $57,800 |
| Valeries House Fort Myers, FL | Programs | $55,250 |
| Pregnancy Solutions Inc Port Charlotte, FL | Programs | $50,000 |
| The Fl Center for Early Child Sarasota, FL | School Age Children | $49,326 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $2,296,944 | $2,768,765 | $2,761,154 | $935,160 | 17 | $50,523 |
| 2024 | $2,329,578 | $2,645,297 | $3,086,931 | $1,061,179 | 17 | $58,238 |
| 2023 | $2,702,325 | $4,100,835 | $3,102,192 | $1,103,697 | 17 | $5,827 |
| 2022 | $1,384,260 | $2,023,568 | $1,845,495 | $899,298 | 18 | $33 |
| 2021 | $1,399,525 | $2,249,089 | $2,181,731 | $1,062,342 | 20 | $36 |
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The organization’s mission, as stated in its 2023 filing, is “mobilizing the power of our community to break the cycle of poverty.” Its website describes its current mission as mobilizing the community so all can thrive.
The 2026–2028 Community Investment Guidelines identify five priority areas: Basic Needs, Educational Success, Financial Empowerment, Seniors, and Communication & Navigation. The guidelines call for programs to align with a specific aspect of a priority area and encourage applicants to assess how their programs serve ALICE households.
The organization supports nonprofit partners. Among its 2025 grantees, Senior Friendship Centers described its mission as reducing isolation and loneliness and helping seniors maintain independence; Valerie’s House described its mission as helping children and families work through the loss of a loved one; and A.N.A.’s Friends described its mission as advocating for abused, neglected, and abandoned children.
Grantmaking
In filing year 2025, United Way of Charlotte County reported 17 grants totaling $935,160. Grant amounts ranged from $11,333 to $169,767, with a median of $50,000. In 2024, it reported 17 grants totaling $1,061,179. The 2023 filing listed a grant count of zero. Its 2025 filing, the latest on this page, reports 17 grants totaling $935,160.
The largest reported 2025 awards included $169,767 to St Vincent de Paul CARES for programs, $103,032 to Boys & Girls Clubs for school-age children, $96,759 to Virginia B. Andes Community Clinic for clinic pharmacy services, $79,740 to YMCA of Southwest Florida for programs, and $71,369 to Senior Friendship Centers for friendship services. Other listed recipients included the Early Learning Coalition ($60,548), CARE ($57,800), Valerie’s House ($55,250), and Pregnancy Solutions Inc ($50,000).
For 2026–2028 Community Investment Grants, the organization describes itself as a partner to funded agencies, with shared learning and ongoing impact reporting. The application system requires an account; incomplete applications are not accepted, and applicants are instructed to complete all fields, using “N/A” when not applicable. For BOCC funding, the 2026 grant-cycle materials require attendance at the All-Agency Grant Workshop and submission of an Intent to Apply form. The 2026 workshop date listed in the materials was March 11, 2026.
Eligibility materials specify nonprofit tax-exempt status, health and human services for Charlotte County residents, an active board, financial reporting and audit requirements, and administrative expenses below 25% of the agency budget. The 2026–2028 guidelines also describe the cycle as competitive. Funded organizations are expected to provide impact data; the listed reporting includes monthly surveys in Year 1 and a mid-year report.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Angie Matthiessen as CEO; Kristin Cardona as president; Stephen Curasco as treasurer; and Kelly Carr, Erin Gant, Cara Reynolds, Kay Tracy, Katie Wallace, Bob White, and Austin Dodd as directors.
United Way of Charlotte County Inc is led by Angie Matthiessen, CEO since 2025 (on filings since 2022); 1 of 20 officers listed in 2025 is compensated.
Officers on the 2025 filing
Angie Matthiessen
CEO
Executive Di → CEO, 2025
On filings since 2022
40 hrs/week
$79K (2022) → $96K (2025)
Kristin Cardona
President
Director → President El, 2024
President El → President, 2025
On filings since 2021
1 hr/week
No compensation reported
Marcia Cullinan
Vita Chair
Director → Vita Chair, 2025
On filings since 2021
1 hr/week
No compensation reported
Cara Reynolds
Director
On filings since 2021
1 hr/week
No compensation reported
Erin Gant
Director
On filings since 2021
1 hr/week
No compensation reported
Joe Bender
Director
On filings since 2021
1 hr/week
No compensation reported
Kaley Miller
Director
On filings since 2022
1 hr/week
No compensation reported
Katie Wallace
Director
On filings since 2022
1 hr/week
No compensation reported
Kay Tracy
Director
On filings since 2022
1 hr/week
No compensation reported
Melissa Reichert
Director
On filings since 2022
1 hr/week
No compensation reported
Austin Dodd
Director
On filings since 2023
1 hr/week
No compensation reported
Bob White
Director
On filings since 2023
1 hr/week
No compensation reported
Claudette Smith
Director
On filings since 2023
1 hr/week
No compensation reported
Alfred Current
Director
On filings since 2024
1 hr/week
No compensation reported
Kelly Carr
Director
On filings since 2024
1 hr/week
No compensation reported
Brandi Leclaire
Director
New on the 2025 filing
1 hr/week
No compensation reported
Eve Sweeting
Director
New on the 2025 filing
1 hr/week
No compensation reported
Charlotte Miller
Past President
President → Past President, 2024
On filings since 2021
1 hr/week
No compensation reported
Fred Cort
Past President
President-El → President, 2024
President → Past President, 2025
On filings since 2021
1 hr/week
No compensation reported
Stephen Frank Curasco
Treasurer
On filings since 2021
1 hr/week
No compensation reported
Former officers (18)
- Former: Kathryn Wallace (2021–2024) — Director
- Former: Julie Price (2022–2024) — Director
- Former: Liz Sides (2022–2024) — Director
- Former: Joseph Bender (2023–2024) — Director
- Former: Jill Spatola (2024) — Director
- Former: Nadia Demyanovskiy (2024) — Director Finance
- Former: Nick Nemec (2022–2023) — Director
- Former: Steve Curasco (2023) — Treasurer
- Former: Bill Wood (2021–2022) — Director
- Former: Harvey Goldberg (2021–2022) — Past President
- Former: Michael Ehrat (2021–2022) — Director
- Former: Vanessa Grant Oliver (2021–2022) — Director
- Former: Caryn Huff-Sufferling (2022) — Director
- Former: Tara McCoy (2022) — Director
- Former: Caryn Huff (2021) — Director
- Former: Patrice Weston (2021) — Director
- Former: Roger Eaton (2021) — Director
- Former: W. Kevin Russell (2021) — Past President
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $96K, to Angie Matthiessen (CEO).
Frequently asked questions about United Way of Charlotte County Inc
How much does United Way of Charlotte County Inc give each year?
United Way of Charlotte County Inc gave $935K across 17 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $1.1M across 17 grants.
What is United Way of Charlotte County Inc's typical grant size?
United Way of Charlotte County Inc's median grant in 2025 was $50,000, and its average grant was $55,009, across 17 grants on its 2025 IRS Form 990. Organizations receiving their first grant from United Way of Charlotte County Inc that year got $47K on average.
Where does United Way of Charlotte County Inc give grants?
United Way of Charlotte County Inc gives mostly in Florida: 100% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The most frequent recipient cities were Port Charlotte, FL (6 grants), Venice, FL (3 grants), Fort Myers, FL (3 grants) and Sarasota, FL (2 grants).
Does United Way of Charlotte County Inc give general operating support?
Not in 2025: none of the 17 grants with a stated purpose on United Way of Charlotte County Inc's 2025 IRS Form 990 were described as general or operating support. Recurring purposes include "Programs" (8 grants).
Who are United Way of Charlotte County Inc's largest grantees?
United Way of Charlotte County Inc's largest 2025 grantees include St Vincent de Paul CARES ($169,767), Boys & Girls Clubs ($103,032) and Virginia B Andes Comm Clinic ($96,759), according to its 2025 IRS Form 990. Together they received 40% of its itemized 2025 grant dollars.
How large is United Way of Charlotte County Inc?
United Way of Charlotte County Inc reported $2.3M in total assets on its 2025 IRS Form 990. Its revenue that year was $2.8M.
What does United Way of Charlotte County Inc fund?
The organization’s mission, as stated in its 2023 filing, is “mobilizing the power of our community to break the cycle of poverty.” Its website describes its current mission as mobilizing the community so all can thrive. See mission & focus areas ↑
How do I apply for a grant from United Way of Charlotte County Inc?
United Way of Charlotte County Inc has no public application process in the sources Grantable reviewed. Check unitedwayccfl.org for current guidelines, or contact the foundation directly before submitting a request.
What is United Way of Charlotte County Inc's EIN?
United Way of Charlotte County Inc's EIN (Employer Identification Number) is 59-1149995. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.
Data update history
(5)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2021 (received by the IRS November 12, 2021)
- Updated Form 990 for fiscal year 2022 (received by the IRS September 13, 2022)
- Updated Form 990 for fiscal year 2023 (received by the IRS September 28, 2023)
- Updated Form 990 for fiscal year 2024 (received by the IRS September 29, 2024)
- Updated Form 990 for fiscal year 2025 (received by the IRS February 10, 2026)
Explore Open Grants
Browse active grant opportunities in United Way of Charlotte County Inc's focus areas in our free grants database
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Cite this profile
Grantable. (2026). United Way of Charlotte County Inc funder profile. GrantGraph. Retrieved October 4, 2026, from https://grantable.co/funders/united-way-of-charlotte-county-inc-morg_8cf0f6e9ace94af29a73fc455f9f17c3
BibTeX
@misc{grantable_591149995_2026,
author = {{Grantable}},
title = {{United Way of Charlotte County Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/united-way-of-charlotte-county-inc-morg_8cf0f6e9ace94af29a73fc455f9f17c3},
note = {Accessed 2026-10-04. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from United Way of Charlotte County Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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