Civic Intelligence

Ua Charitable Fund Trust

990 • Fiscal year 2014 • EIN 52-2345962

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 30, 2015

Organization ProfileN/A
Three Park PlaceAnnapolis, MD 21401

(410) 269-2000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

70th percentile

0.22x

Higher debt load relative to assets than 70% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

48th percentile

0.04x

Higher debt load relative to revenue than 48% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

61st percentile

7.5%

Higher net margin than 61% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

99th percentile

$427,669

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 66.9% of source-year revenue.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

36th percentile

-1.6%

Faster asset growth than 36% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

95th percentile

150%

Faster revenue growth than 95% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$113,328

Down $1,843 (-1.6%) from 2013

Net Assets

Up

$88,328

Up $48,157 (+120%) from 2013

Liabilities

Down

$25,000

Down $50,000 (-67%) from 2013

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin61st percentile

Revenue

Up

$639,157

Up $383,013 (+150%) from 2013

Expenses

Down

$591,000

Down $35,916 (-5.7%) from 2013

Net Income

Up

$48,157

Up $418,929 (+113%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0-$200KAssets 2011: $28,056Liabilities 2011: $100,000Net Assets 2011: -$71,9442011Assets 2012: $510,943Liabilities 2012: $100,000Net Assets 2012: $410,9432012Assets 2013: $115,171Liabilities 2013: $75,000Net Assets 2013: $40,1712013Assets 2014: $113,328Liabilities 2014: $25,000Net Assets 2014: $88,3282014Assets 2015: $142,702Liabilities 2015: $0Net Assets 2015: $142,7022015Assets 2016: $635,026Liabilities 2016: $55,000Net Assets 2016: $580,0262016Assets 2017: $557,249Liabilities 2017: $0Net Assets 2017: $557,2492017Assets 2018: $345,991Liabilities 2018: $0Net Assets 2018: $345,9912018Assets 2019: $485,002Liabilities 2019: $0Net Assets 2019: $485,0022019Assets 2020: $206,549Liabilities 2020: $0Net Assets 2020: $206,5492020Assets 2021: $361,614Liabilities 2021: $0Net Assets 2021: $361,6142021Assets 2022: $325,129Liabilities 2022: $0Net Assets 2022: $325,1292022Assets 2023: $272,906Liabilities 2023: $0Net Assets 2023: $272,9062023Assets 2024: $357,619Liabilities 2024: $0Net Assets 2024: $357,6192024

Highlighted filing

2014

Assets$113,328
Liabilities$25,000
Net Assets$88,328
Open 2014 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.0M$0-$1.0MRevenue 2011: $0Expenses 2011: $0Net Income 2011: $02011Expenses 2012: $287,2392012Revenue 2013: $256,144Expenses 2013: $626,916Net Income 2013: -$370,7722013Revenue 2014: $639,157Expenses 2014: $591,000Net Income 2014: $48,1572014Revenue 2015: $631,994Expenses 2015: $577,620Net Income 2015: $54,3742015Revenue 2016: $1,309,533Expenses 2016: $872,209Net Income 2016: $437,3242016Revenue 2017: $1,710,037Expenses 2017: $1,732,814Net Income 2017: -$22,7772017Revenue 2018: $133,758Expenses 2018: $345,016Net Income 2018: -$211,2582018Revenue 2019: $290,247Expenses 2019: $151,236Net Income 2019: $139,0112019Revenue 2020: $242,545Expenses 2020: $520,998Net Income 2020: -$278,4532020Revenue 2021: $562,287Expenses 2021: $407,222Net Income 2021: $155,0652021Revenue 2022: $225,846Expenses 2022: $262,331Net Income 2022: -$36,4852022Revenue 2023: $109,891Expenses 2023: $162,114Net Income 2023: -$52,2232023Revenue 2024: $174,618Expenses 2024: $89,905Net Income 2024: $84,7132024

Highlighted filing

2014

Revenue$639,157
Expenses$591,000
Net Income$48,157
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 30, 2015
Return Version
2014v5.0
Gross Receipts
$729,897
Mission and Program Overview

Mission

The ua emergency relief fund was established to provide contributions to victims of the september 11, 2001 terrorist attacks and related charitable organizations. The fund also makes grants to local unions that have suffered damages from any natural disasters.

PUBLIC CHARITY

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$72,671$113,328▲ $40,657
Cap Stk Tr Prin Current Funds$40,171$88,328▲ $48,157
Accounts Receivable$42,500$0▼ $42,500
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$115,171$113,328▼ $1,843
Liabilities
Accounts Payable and Accrued Expenses$75,000$25,000▼ $50,000
Total Liabilities$75,000$25,000▼ $50,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$40,171$88,328▲ $48,157
Total Liabilities and Net Assets / Fund Balance$115,171$113,328▼ $1,843
Compensation and Service Providers
Top Officer Pay99th percentile

Board Members and Trustees

NameTitle
Mark McmanusTrustee
William HiteTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$127,852
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$511,305
All Other Contributions
$127,852
Change in Net Assets
$48,157

Audited Revenue Reconciliation

Revenue per Audited Statements
$639,157
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$639,157
Total Revenue per Form 990
$639,157
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$591,000
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$591,000--$591,000
Total Functional Expenses$591,000$0$0$591,000

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$591,000
Total Expenses per Audited Statements$591,000
Total Expenses per Form 990$591,000
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Mayo ClinicScottsdale, AZ501 C 3Charitable Donation$500,000
Ua Local Union 699Seattle, WA501 C 5Disaster Relief Funds$21,000
Ua Local Union 98Madison Heights, MI501 C 5Disaster Relief Funds$15,000
Ua Local Union 63E Peoria, IL501 C 5Disaster Relief Funds$6,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$602,045
Fundraising Direct Expenses$90,740
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$602,045$602,045$90,740$511,305
Total Events$602,045$602,045$90,740$511,305
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The trust does review the 990 before it is filed.”

Form 990, Part VI, Section C, Line 18

“Irs form 990 and 1023 are made available upon request.”

Form 990, Part VI, Section C, Line 19

“These documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Ua Charitable Fund Trust
EIN
52-2345962
Phone
4102692000
Address
THREE PARK PLACE, ANNAPOLIS, MD 21401

Signing Officer

Name
William P Hite
Title
Trustee
Phone
4102692000
Signed
2015-06-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William P Hite
Formed
2001
Legal Domicile
Md
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Firm
Salter & Company LLC
Address
4600 EAST-WEST HIGHWAY SUITE 300, BETHESDA, MD 20814-3415
Preparer
Jerome J Robertson CPA
Phone
3018307400
Raw XML Appendix396 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt075000
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt025000
IRS990/AccountsReceivableGrp/BOYAmt042500
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PUBLIC CHARITY
IRS990/AllOtherContributionsAmt0127852
IRS990/AuditCommitteeInd00
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MARK MCMANUS TRUSTEE
IRS990/BooksInCareOfDetail/PhoneNum04102692000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0THREE PARK PLACE
IRS990/BooksInCareOfDetail/USAddress/CityNm0ANNAPOLIS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990/BooksInCareOfDetail/USAddress/ZIPCd021401
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt040171
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt088328
IRS990/CashNonInterestBearingGrp/BOYAmt072671
IRS990/CashNonInterestBearingGrp/EOYAmt0113328
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0127852
IRS990/CYGrantsAndSimilarPaidAmt0591000
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt00
IRS990/CYOtherRevenueAmt0511305
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt048157
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0591000
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0639157
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO MAKE AND AWARD DONATIONS, GIFTS, CONTRIBUTIONS, AND GRANTS IN SUCH AMOUNTS AND TO SUCH RECIPIENTS AS THE TRUSTEES MAY DETERMINE, EXCLUSIVELY FOR CHARITABLE PURPOSES.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0591000
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0WILLIAM HITE
IRS990/Form990PartVIISectionAGrp/PersonNm1MARK MCMANUS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0427669
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1364926
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt090740
IRS990/FundraisingGrossIncomeAmt0602045
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantAmt0591000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0591000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0591000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0729897
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MD
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE UA EMERGENCY RELIEF FUND WAS ESTABLISHED TO PROVIDE CONTRIBUTIONS TO VICTIMS OF THE SEPTEMBER 11, 2001 TERRORIST ATTACKS AND RELATED CHARITABLE ORGANIZATIONS. THE FUND ALSO MAKES GRANTS TO LOCAL UNIONS THAT HAVE SUFFERED DAMAGES FROM ANY NATURAL DISASTERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt040171
IRS990/NetAssetsOrFundBalancesEOYAmt088328
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0511305
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0511305
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0WILLIAM P HITE
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0256144
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0621600
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt05316
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-370772
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0626916
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0256144
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt048157
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0127852
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0256144
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0770126
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01154122
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0602045
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0602045
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.60470
IRS990ScheduleA/PublicSupportPY170Pct00.85570
IRS990ScheduleA/PublicSupportTotal170Amt01061991
IRS990ScheduleA/SubstantialContributorsTotAmt092131
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0127852
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0256144
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0770126
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01154122
IRS990ScheduleA/TotalSupportAmt01756167
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0591000
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0639157
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0591000
IRS990ScheduleD/TotalRevenuePerForm990Amt0639157
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0639157
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0591000
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt090740
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0602045
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0602045
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0602045
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0602045
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0511305
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt090740
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt090740
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt06000
IRS990ScheduleI/RecipientTable/CashGrantAmt115000
IRS990ScheduleI/RecipientTable/CashGrantAmt221000
IRS990ScheduleI/RecipientTable/CashGrantAmt3500000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501 C 5
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501 C 5
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501 C 5
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501 C 3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0DISASTER RELIEF FUNDS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1DISASTER RELIEF FUNDS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2DISASTER RELIEF FUNDS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3CHARITABLE DONATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UA LOCAL UNION 63
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1UA LOCAL UNION 98
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2UA LOCAL UNION 699
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3MAYO CLINIC
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0116 HARVEY COURT
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1555 HORACE BROWN DR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt22800 1ST AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt313400 EASH SHEA BLVD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0E PEORIA
IRS990ScheduleI/RecipientTable/USAddress/CityNm1MADISON HEIGHTS
IRS990ScheduleI/RecipientTable/USAddress/CityNm2SEATTLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm3SCOTTSDALE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1MI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2WA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3AZ
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd061611
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd148071
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd298121
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd385259
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0427669
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1364926
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0WILLIAM HITE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1MARK MCMANUS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0427669
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1364926
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST DOES REVIEW THE 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IRS FORM 990 AND 1023 ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THESE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UNITED ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 C
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LABOR UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0THREE PARK PLACE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ANNAPOLIS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd021401
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MD
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0115171
IRS990/TotalAssetsEOYAmt0113328
IRS990/TotalAssetsGrp/BOYAmt0115171
IRS990/TotalAssetsGrp/EOYAmt0113328
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt0127852
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0591000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0591000
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt075000
IRS990/TotalLiabilitiesEOYAmt025000
IRS990/TotalLiabilitiesGrp/BOYAmt075000
IRS990/TotalLiabilitiesGrp/EOYAmt025000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt040171
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt088328
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0591000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0511305
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0639157
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0115171
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0113328
IRS990/TotReportableCompRltdOrgAmt0792595
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0THREE PARK PLACE
IRS990/USAddress/CityNm0ANNAPOLIS
IRS990/USAddress/StateAbbreviationCd0MD
IRS990/USAddress/ZIPCd021401
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM P HITE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04102692000
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-06-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UA CHARITABLE FUND TRUST
ReturnHeader/Filer/BusinessNameControlTxt0UACH
ReturnHeader/Filer/EIN0522345962
ReturnHeader/Filer/PhoneNum04102692000
ReturnHeader/Filer/USAddress/AddressLine1Txt0THREE PARK PLACE
ReturnHeader/Filer/USAddress/CityNm0ANNAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021401
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208078757
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SALTER & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04600 EAST-WEST HIGHWAY SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0208143415
ReturnHeader/PreparerPersonGrp/PhoneNum03018307400
ReturnHeader/PreparerPersonGrp/PreparationDt02015-06-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEROME J ROBERTSON CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-06-30T07:39:40-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$113,328
Liabilities
$25,000
Net assets
$88,328
Revenue
$639,157
Expenses
$591,000
Net income
$48,157
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.00$0.36$0.17$0.09$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.27$0.00$0.27$0.11$0.16$0.05
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.00$0.33$0.23$0.26$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.36$0.00$0.36$0.56$0.41$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.21$0.00$0.21$0.24$0.52$0.28
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.00$0.49$0.29$0.15$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.00$0.35$0.13$0.35$0.21
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.56$0.00$0.56$1.71$1.73$0.02
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.64$0.06$0.58$1.31$0.87$0.44
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.14$0.00$0.14$0.63$0.58$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.11$0.03$0.09$0.64$0.59$0.05
2013Summary only. Only limited summary data is available for this year.$0.12$0.08$0.04$0.26$0.63$0.37
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.10$0.41$0.29
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.03$0.10$0.07$0.00$0.00$0.00