Nonprofit · EIN 52-1599698
UMWA-BCOA TRAINING AND EDUCATION FUND
Tax-exempt · TRIANGLE, VA 22172
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| January 31, 2026 | 990 | $591,826 | $989,878 | -$398,052 | $5,712,393 | $37,487 | $5,674,906 |
| January 31, 2025 | 990 | $501,487 | $1,054,962 | -$553,475 | $5,774,964 | $25,338 | $5,749,626 |
| January 31, 2024 | 990 | $326,001 | $517,338 | -$191,337 | $6,113,042 | $89,002 | $6,024,040 |
Financial details: 990 for the year ended January 31, 2026
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $591,826
- Net gain from sales of assets
- $433,981
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $464,898
- Compensation of officers, directors and key employees
- $50,417
- Salaries, compensation and benefits (total)
- $50,417
- Professional fundraising fees
- $0
- Legal fees
- $65,349
- Accounting fees
- $96,410
Balance sheet and other
- Total assets, start of year
- $5,774,964
- Total assets, end of year
- $5,712,393
- Total liabilities, end of year
- $37,487
- Net assets, end of year
- $5,674,906
- Publicly traded securities
- $5,608,776
- Gross receipts
- $1,411,407
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1988
- State of legal domicile
- VA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended January 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JERRY D JONES Thru 123125 | CHAIRMAN/UNION TRUSTEE Trustee or director | 5 | $25,000 |
| THOMAS C MEANS | EMPLOYER TRUSTEE Trustee or director | 5 | $25,000 |
| Michael Caputo eff 010126 | CHAIRMAN/UNION TRUSTEE Trustee or director | 5 | $0 |
990 for the year ended January 31, 2025: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JERRY D JONES | CHAIRMAN/UNION TRUSTEE Trustee or director | 5 | $25,000 |
| THOMAS C MEANS | EMPLOYER TRUSTEE Trustee or director | 5 | $25,000 |
990 for the year ended January 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JERRY D JONES | CHAIRMAN/UNION TRUSTEE Trustee or director | 5 | $25,000 |
| THOMAS C MEANS | EMPLOYER TRUSTEE Trustee or director | 5 | $25,000 |
Address and contacts
- Address (IRS master file)
- 18354 QUANTICO GATEWAY DRIVE, TRIANGLE, VA 22172-1778
- In care of
- % BEACON ADMIN & CONSULTANTS
- Principal officer (990 for 2025)
- MICHAEL CAPUTO, 18354 QUANTICO GATEWAY DRIVE, TRIANGLE, VA 22172
- Signed the 990
- MICHAEL CAPUTO, TRUSTEE
- Phone
- (703) 445-9630
- Website
- www.tandefund.org
- Return prepared by
- WITHUMSMITHBROWNPC
Mission
SEE SCHEDULE O
Program accomplishments
- THE FUND PROVIDED EDUCATION ASSISTANCE TO UNEMPLOYED WORKERS, AND FAMILY DEPENDENTS OF ACTIVE OR UNEMPLOYED WORKERS, IN THE BITUMINOUS COAL INDUSTRY REPRESENTED BY UMWA, TO ASSIST THE INDIVIDUALS IN SECURING EMPLOYMENT OUTSIDE THE INDUSTRY.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in January, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | January 31, 2026 | June 15, 2026 | 990 on file |
| 2024 | January 31, 2025 | June 16, 2025 | 990 on file |
| 2023 | January 31, 2024 | June 17, 2024 | 990 on file |
IRS record
- EIN
- 52-1599698
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1989
- Accounting year ends
- January
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $5,712,393
- Income (IRS master file)
- $1,411,407
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | January 2026 | $591,826 | $989,878 | $5,712,393 | XML |
| 990 | January 2025 | $501,487 | $1,054,962 | $5,774,964 | XML |
| 990 | January 2024 | $326,001 | $517,338 | $6,113,042 | XML |
| 990 | January 2023 | $361,466 | $543,133 | $6,110,372 | IRS |
| 990 | January 2022 | – | – | – | IRS |
| 990 | January 2021 | – | – | – | IRS |
| 990 | January 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-1599698).
Questions about UMWA-BCOA TRAINING AND EDUCATION FUND
- What is the EIN of UMWA-BCOA TRAINING AND EDUCATION FUND?
- The employer identification number (EIN) of UMWA-BCOA TRAINING AND EDUCATION FUND is 52-1599698.
- Is UMWA-BCOA TRAINING AND EDUCATION FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1989.
- Are donations to UMWA-BCOA TRAINING AND EDUCATION FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UMWA-BCOA TRAINING AND EDUCATION FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UMWA-BCOA TRAINING AND EDUCATION FUND due?
- The return for tax year 2026 (the year ending January 31, 2027) is due June 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UMWA-BCOA TRAINING AND EDUCATION FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended January 2026.
- Who is the principal officer of UMWA-BCOA TRAINING AND EDUCATION FUND?
- The 990 for the year ended January 31, 2026 names MICHAEL CAPUTO.
- Who are the officers and directors of UMWA-BCOA TRAINING AND EDUCATION FUND?
- The 990 for the year ended January 31, 2026 lists 3 people; 2 received compensation from the organization, the highest $25,000 (JERRY D JONES Thru 123125, CHAIRMAN/UNION TRUSTEE).
- How much revenue does UMWA-BCOA TRAINING AND EDUCATION FUND have?
- On its 990 for the year ended January 31, 2026 it reported revenue of $591,826, expenses of $989,878 and total assets of $5,712,393 at year end.
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