Skip to content
Nonprofiteer
← UA CHARITABLE FUND TRUST

Form 990 for tax year 2023

Filed by UA CHARITABLE FUND TRUST.

Totals

Total revenue
$109,891
Total expenses
$162,114
Contributions and grants received
$109,891
Grants paid
$161,300
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$272,906
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$272,906
Program services expenses (Part IX)
$161,300
Management and general expenses
$814
Fundraising expenses
$0
Program service expenses (Part III)
$161,300

Program services were 99.5% 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.

  • 1f · All other contributions, gifts and grants

    $109,891

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $20,350 · program services $20,350

  • 2 · Grants to domestic individuals

    total $140,950 · program services $140,950

  • 24a · Other expenses: BANK FEES

    total $659 · management and general $659

  • 24b · Other expenses: MISC

    total $155 · management and general $155

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $325,129 · end of year $272,906

  • 27 · Net assets without donor restrictions

    beginning of year $325,129 · end of year $272,906

Mission and programs · 2023

Mission

THE UA CHARITABLE FUND TRUST WAS ORIGINALLY ESTABLISHED TO PROVIDE CONTRIBUTION, GIFTS, OR GRANTS TO VICTIMS OF THE SEPTEMBER 11, 2001 TERRORIST ATTACKS AND RELATED CHARITABLE ORGANIZATIONS. THE FUND MAY ALSO MAKE GRANTS TO INDIVIDUALS AND LOCAL UNIONS THAT HAVE SUFFERED DAMAGES FROM ANY NATURAL DISASTER.

Activities or mission (Part I)

PUBLIC CHARITY

  • TO MAKE AND AWARD DONATIONS, GIFTS, CONTRIBUTIONS, AND GRANTS IN SUCH AMOUNTS AND TO SUCH RECIPIENTS AS THE TRUSTEES MAY DETERMINE, EXCLUSIVELY FOR CHARITABLE PURPOSES.

    Expenses $161,300 · Grants $161,300

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Mark McManus

    TRUSTEE

    Total calculated
    $651,303
    From this org
    $0
    From related orgs
    $496,200
    Other
    $155,103
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $496,200 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $108,682 related
    Nontaxable benefits
    $0 + $46,421 related
    Filer's total
    $0 + $651,303 related

  • Patrick Kellett

    TRUSTEE

    Total calculated
    $575,565
    From this org
    $0
    From related orgs
    $435,867
    Other
    $139,698
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $435,867 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $93,277 related
    Nontaxable benefits
    $0 + $46,421 related
    Filer's total
    $0 + $575,565 related

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

  • LOCAL 675

    $10,000

    DONATION

  • UA LOCAL UNION 719

    $10,000

    FLOOD

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • UNITED ASSOCIATION

    501 C · LABOR UNION · MD

Provenance

Return type
form_990
Tax year
2023
Filed
10 October 2024
IRS schema version
2023v5.1
Source object
202402849349300215

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.