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UHF-CA GIFT ANNUITY RESERVE TR

EIN 99-0085260 PITTSBURGH, PA

Revenue 2024
$178,308,316
Expenses 2024
$91,469,516

Program services were 78.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
B110
Classification
1200
Street
PO BOX 185

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • TIM DOLAN

    PRESIDENT/CEO

    Total calculated
    $736,968
    From this org
    $636,544
    From related orgs
    $0
    Other
    $100,424
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $518,815
    Bonus
    $110,000
    Other
    $7,729
    Deferred
    $76,453
    Nontaxable benefits
    $23,971
    Filer's total
    $736,968

  • JOHN HAN

    COO/CFO

    Total calculated
    $429,144
    From this org
    $356,763
    From related orgs
    $0
    Other
    $72,381
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $296,829
    Bonus
    $60,000
    Other
    -$66
    Deferred
    $52,720
    Nontaxable benefits
    $19,661
    Filer's total
    $429,144

  • KARLA ZARATE-RAMIREZ

    ASSOCIATE VP - MAJOR GIFTS

    Total calculated
    $360,486
    From this org
    $301,995
    From related orgs
    $0
    Other
    $58,491
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $256,995
    Bonus
    $45,000
    Other
    $0
    Deferred
    $41,669
    Nontaxable benefits
    $16,822
    Filer's total
    $360,486

  • CHRISTINE KOO

    ASST TREASURER/VP

    Total calculated
    $340,709
    From this org
    $268,936
    From related orgs
    $0
    Other
    $71,773
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $231,627
    Bonus
    $40,000
    Other
    -$2,691
    Deferred
    $55,314
    Nontaxable benefits
    $16,459
    Filer's total
    $340,709

  • ALLISON OHANIAN

    SENIOR EXECUTIVE DIRECTOR

    Total calculated
    $313,441
    From this org
    $247,601
    From related orgs
    $0
    Other
    $65,840
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $218,901
    Bonus
    $31,500
    Other
    -$2,800
    Deferred
    $51,172
    Nontaxable benefits
    $14,668
    Filer's total
    $313,441

  • MARGOT SCHRIRE

    ASSOCIATE VICE PRESIDENT

    Total calculated
    $293,038
    From this org
    $223,053
    From related orgs
    $0
    Other
    $69,985
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $198,053
    Bonus
    $25,000
    Other
    $0
    Deferred
    $54,940
    Nontaxable benefits
    $15,045
    Filer's total
    $293,038

  • JULIE INOUYE

    EXEC DIRECTOR OF DEVELOPMENT

    Total calculated
    $237,522
    From this org
    $201,052
    From related orgs
    $0
    Other
    $36,470
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $191,727
    Bonus
    $9,325
    Other
    $0
    Deferred
    $21,728
    Nontaxable benefits
    $14,742
    Filer's total
    $237,522

  • MARCELO HANZA

    SENIOR EXECUTIVE DIRECTOR

    Total calculated
    $235,725
    From this org
    $192,500
    From related orgs
    $0
    Other
    $43,225
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $176,923
    Bonus
    $17,000
    Other
    -$1,423
    Deferred
    $29,701
    Nontaxable benefits
    $13,524
    Filer's total
    $235,725

  • MAILE AU

    ASSOCIATE VP

    Total calculated
    $235,322
    From this org
    $198,937
    From related orgs
    $0
    Other
    $36,385
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $174,757
    Bonus
    $24,000
    Other
    $180
    Deferred
    $21,384
    Nontaxable benefits
    $15,001
    Filer's total
    $235,322

  • ERIZA BARENG

    SENIOR DIRECTOR OF DEVELOPMENT

    Total calculated
    $188,503
    From this org
    $138,977
    From related orgs
    $0
    Other
    $49,526
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $129,727
    Bonus
    $10,000
    Other
    -$750
    Deferred
    $37,073
    Nontaxable benefits
    $12,453
    Filer's total
    $188,503

  • KARA SHIBATA

    ASST TREASURER/CONTROLLER

    Total calculated
    $182,602
    From this org
    $140,241
    From related orgs
    $0
    Other
    $42,361
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $134,205
    Bonus
    $9,000
    Other
    -$2,964
    Deferred
    $28,720
    Nontaxable benefits
    $13,641
    Filer's total
    $182,602

  • SUZANNE BISHOP

    DIRECTOR OF PROSPECT RESEARCH

    Total calculated
    $172,517
    From this org
    $128,313
    From related orgs
    $0
    Other
    $44,204
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $125,813
    Bonus
    $2,500
    Other
    $0
    Deferred
    $31,981
    Nontaxable benefits
    $12,223
    Filer's total
    $172,517

  • JOCELYN ROMERO DEMIRBAG

    SENIOR DIRECTOR OF DEVELOPMENT

    Total calculated
    $153,632
    From this org
    $123,380
    From related orgs
    $0
    Other
    $30,252
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $118,380
    Bonus
    $5,000
    Other
    $0
    Deferred
    $18,127
    Nontaxable benefits
    $12,125
    Filer's total
    $153,632

  • TRINH NGUYEN

    DIRECTOR OF DEVELOPMENT

    Total calculated
    $150,581
    From this org
    $125,519
    From related orgs
    $0
    Other
    $25,062
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $125,519
    Bonus
    $0
    Other
    $0
    Deferred
    $12,907
    Nontaxable benefits
    $12,155
    Filer's total
    $150,581

  • JENNIFER NICKEL

    DIRECTOR OF DEVELOPMENT

    Total calculated
    $149,198
    From this org
    $118,674
    From related orgs
    $0
    Other
    $30,524
    Hours/week
    40

  • C SCOTT WO

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.5

  • RANDOLPH G MOORE

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • RICHARD F WACKER

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • ROBYNNE D DALY

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5

  • LORI TERANISHI

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5

  • JOHN COUCH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • TIMOTHY M DONOHUE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • PETER FUKUNAGA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • PETER N GROSSMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • MICHAEL K HIRAI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

The first 25 listed. 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. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $178,308,316
    Expenses
    $91,469,516
    Contributions
    $141,423,061
    Grants paid
    $20,208,422
  • 2023
    Revenue
    $112,036,932
    Expenses
    $79,586,473
    Contributions
    $86,574,853
    Grants paid
    $19,248,682
  • 2022
    Revenue
    $123,081,542
    Expenses
    $68,484,452
    Contributions
    $74,286,376
    Grants paid
    $17,234,491

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2024 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported

  • 2023 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported

  • 2022 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported

  • 2021 · 990

    Revenue
    $182,685,209
    Expenses
    $64,301,701
    Assets (EOY)
    $828,996,748

  • 2021 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported

  • 2020 · 990

    Revenue
    $108,431,875
    Expenses
    $57,246,813
    Assets (EOY)
    $719,332,132

  • 2020 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported

  • 2019 · 990

    Revenue
    $76,733,850
    Expenses
    $61,348,887
    Assets (EOY)
    $548,406,506

  • 2018 · 990

    Revenue
    $67,544,540
    Expenses
    $60,243,863
    Assets (EOY)
    $543,347,710

  • 2017 · 990

    Revenue
    $67,365,941
    Expenses
    $60,949,778
    Assets (EOY)
    $595,960,196

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

The 10 largest by cash amount. The API serves every itemized grant.

Where these grants went next →

Grants received

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared as related by

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Disregarded entities on its 2024 return

  • UHF ATHERTON STUDENT HOUSING LLC

    REAL ESTATE · HI · income -$29,673 · assets $7,992,350

  • UHF RISE STUDENT HOUSING LLC

    REAL ESTATE · HI · income $6,780,529 · assets $99,855,145

Related corporations and trusts on its 2024 return

  • CHARITABLE REMAINDER TRUST (43)

    TRUST · HI · controlled entity

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 23 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.