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← UA LEGACY FUND INC

Form 990 for tax year 2025

Filed by UA LEGACY FUND INC.

Totals

Total revenue
$77,493
Total expenses
$146,988
Contributions and grants received
$0
Grants paid
$120,000
Program service revenue
$0
Investment income
$77,493
Other revenue
$0
Total assets, end of year
$2,231,686
Total liabilities, end of year
$244,910
Net assets or fund balances, end of year
$1,986,776
Program services expenses (Part IX)
$120,000
Management and general expenses
$26,988
Fundraising expenses
$0
Program service expenses (Part III)
$120,000

Program services were 81.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $59,820 · related or exempt $59,820

  • 7a · Gross sales of assets other than inventory

    securities $189,855

  • 7b · Less cost or other basis and sales expenses

    securities $172,182

  • 7c · Gain or loss

    securities $17,673

  • 7d · Net gain or loss

    total $17,673 · excluded $17,673

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $120,000 · program services $120,000

  • 11c · Fees: accounting

    total $4,823 · management and general $4,823

  • 11f · Fees: investment management

    total $20,737 · management and general $20,737

  • 11g · Fees: other

    total $100 · management and general $100

  • 23 · Insurance

    total $1,328 · management and general $1,328

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $35,951 · end of year $42,619

  • 11 · Investments: publicly traded securities

    beginning of year $1,923,503 · end of year $2,189,067

  • 17 · Accounts payable and accrued expenses

    beginning of year $122,759 · end of year $244,910

  • 27 · Net assets without donor restrictions

    beginning of year $1,836,695 · end of year $1,986,776

Mission and programs · 2025

Mission

To act for the benefit of, to perform the functions of, to carry out the purposes of Urban Alliance, Inc., a Connecticut nonstock corporation that has been recognized as a public charity as exempt under section 501(C)(3) of the Internal Revenue Code.

Activities or mission (Part I)

To provide grants to Urban Alliance, Inc. to support its operations and activities which includes providing human service programs for the underprivileged and programs to provide financial support and guidance to various ministries, churches and missions that minister to the underprivileged.

  • To provide grants to Urban Alliance, Inc. to support its operations and activities which includes providing human service programs for the underprivileged and programs to provide financial support and guidance to various ministries, churches and missions that minister to the underprivileged.

    Expenses $120,000 · Grants $120,000

As filed on the 2025 return.

Listed in Part VII

  • Doug Casey

    Board Chairperson

    Total calculated
    $0
    Hours/week
    1

  • Anne Silk

    Board Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Randy McHugh

    Board Secretary

    Total calculated
    $0
    Hours/week
    1

  • Michael Bailey

    Member

    Total calculated
    $0
    Hours/week
    1

  • Samantha Holland

    Member

    Total calculated
    $0
    Hours/week
    1

  • Yessenia Guzman

    Member

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2025
Filed
15 June 2026
IRS schema version
2025v4.1
Source object
202631689349301603

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