Ua Charitable Fund Trust: FY2021 Nonprofit Profile & Form 990 (EIN 52-2345962)

Revenue by fiscal year
FY2020	$243K
FY2021	$562K
FY2022	$226K
FY2023	$110K
FY2024	$175K

Expenses by fiscal year
FY2020	$521K
FY2021	$407K
FY2022	$262K
FY2023	$162K
FY2024	$90K

Net assets by fiscal year
FY2020	$207K
FY2021	$362K
FY2022	$325K
FY2023	$273K
FY2024	$358K

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Apr 2002.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

98 cents of each dollar spent went to programs.

98%

Program services 98% · $399K Management & general 2% · $8K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

2 people listed on the 990.

Part VII, Section A · reportable compensation

Mark McManus

Trustee

$0Pt VII · Sec A

Patrick Kellett

Trustee

$0Pt VII · Sec A

See Ua Charitable Fund Trust executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Ua Charitable Fund Trust is a disaster relief nonprofit based in Annapolis, MD.

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Provided by the organization

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1 program · $399K · in their own filed words · FY2021

01

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.

$399Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid

Grants received · FY2025

Laborers' International Union of North AmericaFY2025$25K

Pipeliners Voluntary FundFY2025$8K

United Association of Journeymen & Apprentices of the Plumbing & PipeFY2025$7K

Total grants receivedfrom 3 funders$40K

See all 3 funders →

Grants paid · 16 grants · $1.4M · 2020–2024

Unitemized GrantFY2024$87,500

Unitemized GrantFY2023$138,450

Local 675FY2023$10,000

Ua Local Union 719FY2023$10,000

Unitemized GrantFY2023$2,500

Unitemized GrantFY2022$187,500

Unitemized GrantFY2022$39,000

Ua Local 630 Activity FundFY2022$22,000

Pine Mountain Partnership INCKY · FY2022$10,000

Unitemized GrantFY2021$241,000

Unitemized GrantFY2021$147,833

Ua Local 166 Activity FundFY2021$10,000

Mayo ClinicFY2020$230,000

Unitemized GrantFY2020$218,500

Unitemized GrantFY2020$35,500

Individual RecipientFY2020$20,000

By the numbers

The FY2021 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$562K

Ln 12

Gifts and grantsLn 1h$562K

Money outPt IX

$407K

Ln 25

Programscol B$399K

Managementcol C$8K

Owns and owesPt X

$362K

net assets · Ln 32

Cash and savingsLn 1–2$362K

Total assetsLn 16$362K

LiabilitiesLn 26$0

PeoplePt VI, VII

2

listed · VII A

PaidVII A0

Voting boardVI 1a2

IndependentVI 1b2

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$562K

Total revenueLn 12$562K

Assets in detailPt X, end of year

CashLn 1$362K

Cash and savings togetherLn 1–2$362K

Total assetsLn 16$362K

LiabilitiesLn 26$0

Net assetsLn 32$362K

OperationsPt I, VI

EmployeesI 50

VolunteersI 60

Fiscal year endsHeaderDecember

Conflict-of-interest policyVI 12aNo

Whistleblower policyVI 13No

Records policyVI 14No

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY21	End FY21
Cash and savingsLn 1–2	$207K	$362K
Total assetsLn 16	$207K	$362K
LiabilitiesLn 26	$0	$0
Net assetsLn 32	$207K	$362K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$10K	$10K
Grants to domestic individualsLn 2	$389K	$389K
Other expenses (24a–d)Ln 24	$8K		$8K
Total functional expensesLn 25	$407K	$399K	$8K	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2024 Latest	$175K	$90K	$85K	$358K	990 PDF
FY2023	$110K	$162K	−$52K	$273K	990 PDF
FY2022	$226K	$262K	−$36K	$325K	990 PDF
FY2021 Viewing	$562K	$407K	$155K	$362K	990 PDF
FY2020	$243K	$521K	−$278K	$207K	990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

See the full FY2021 990 (6 parts)

Part I · Summary $562,287 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $242,545$562,287

I-9 Program service revenuePrior year $0$0

I-10 Investment incomePrior year $0$0

I-11 Other revenuePrior year $0$0

I-12 Total revenuePrior year $242,545$562,287

I-13 Grants and similar amounts paidPrior year $520,059$398,833

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $0$0

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $939$8,389

I-18 Total expensesPrior year $520,998$407,222

I-19 Revenue less expensesPrior year −$278,453$155,065

Part VI · Governance 2 of 2 board members independent, 4 to look at

VI-1a Voting members of the governing body2

VI-1b Independent voting members2

VI-12a Written conflict of interest policyNo

VI-13 Written whistleblower policyNo

VI-14 Document retention and destruction policyNo

VI-15a Process for setting top official's payNo

VI-2 Family or business relationship among officers or directorsNo

Part VIII · Statement of revenue $562,287 across 3 lines filed

VIII-1f All other contributions, gifts and grants$562,287

VIII-1h Total contributions, gifts and grants$562,287

VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$562,287

Part IX · Statement of functional expenses $407,222 across 3 lines filed

IX-1 Grants to domestic organizationsPrograms $10,000$10,000

IX-2 Grants to domestic individualsPrograms $388,833$388,833

IX-24 Other expenses (24a–d)Management $8,389$8,389

IX-25 Total functional expensesPrograms $398,833 · Management $8,389 · Fundraising $0$407,222

Part X · Balance sheet $361,614 assets, 6 lines filed

X-1 Cash, non-interest-bearingStart of year $206,549$361,614

X-16 Total assetsStart of year $206,549$361,614

X-26 Total liabilitiesStart of year $0$0

X-27 Net assets without donor restrictionsStart of year $206,549$361,614

X-32 Total net assets or fund balancesStart of year $206,549$361,614

X-33 Total liabilities and net assetsStart of year $206,549$361,614

Part XI · Reconciliation of net assets $361,614 net assets at year end

XI-1 Total revenue$562,287

XI-2 Total expenses$407,222

XI-3 Revenue less expenses$155,065

XI-4 Net assets at start of year$206,549

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$361,614

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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Ua Charitable Fund Trust FY2021 filing

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