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Nonprofit · EIN 85-4171510

UA LEGACY FUND INC

Tax-exempt · EAST HARTFORD, CT 06108

Financials

$25K$142K2023$59K$145K2024$77K$147K2025
Revenue Expenses · by fiscal year end
Financials of UA LEGACY FUND INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$77,493$146,988-$69,495$2,231,686$244,910$1,986,776
December 31, 2024990$58,784$145,259-$86,475$1,959,454$122,759$1,836,695
December 31, 2023990$25,045$142,429-$117,384$1,851,384$66,633$1,784,751
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$77,493
Net gain from sales of assets
$17,673
Other revenue
$0

Expenses

Grants and similar amounts paid
$120,000
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$4,823
Program services (functional)
$120,000
Management and general (functional)
$26,988

Balance sheet and other

Total assets, start of year
$1,959,454
Total assets, end of year
$2,231,686
Total liabilities, end of year
$244,910
Net assets, end of year
$1,986,776
Publicly traded securities
$2,189,067
Net assets without donor restrictions
$1,986,776
Gross receipts
$249,675
Employees
0
Volunteers
0
Year formed
2021
State of legal domicile
CT

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Doug CaseyBoard Chairperson
Trustee or director, Officer
1$0
Anne SilkBoard Treasurer
Trustee or director, Officer
1$0
Randy McHughBoard Secretary
Trustee or director, Officer
1$0
Michael BaileyMember
Trustee or director
1$0
Samantha HollandMember
Trustee or director
1$0
Yessenia GuzmanMember
Trustee or director
1$0
990 for the year ended December 31, 2024: 9 people
NameTitleHours / weekCompensation
Jeffery VanderploegBoard Member
Trustee or director
1$0
Rev Dr Paul EchtenkampBoard Member
Trustee or director
1$0
Erica DeanBoard Secretary
Trustee or director, Officer
1$0
Douglas CaseyBoard Chairperson
Trustee or director, Officer
1$0
Anne SilkBoard Treasurer
Trustee or director, Officer
1$0
Randall McHughBoard Member
Trustee or director
1$0
Rev Dr Michael David BaileyBoard Member
Trustee or director
1$0
Samantha HollandBoard Member
Trustee or director
1$0
Yessenia GuzmanBoard Member
Trustee or director
1$0
990 for the year ended December 31, 2023: 9 people
NameTitleHours / weekCompensation
Perkin SimpsonExecutive Director
Trustee or director
1$0
Jeffery VanderploegBoard Member
Trustee or director
1$0
Paul EchtenkampBoard Member
Trustee or director
1$0
Erica DeanBoard Secretary
Trustee or director, Officer
1$0
Douglas CaseyBoard Chairperson
Trustee or director, Officer
1$0
Anne SilkBoard Treasurer
Trustee or director, Officer
1$0
Randall McHughBoard Member
Trustee or director
1$0
Michael BaileyBoard Member
Trustee or director
1$0
Samantha HollandBoard Member
Trustee or director
1$0

Address and contacts

Address (IRS master file)
62 VILLAGE ST, EAST HARTFORD, CT 06108-3904
In care of
% RUSSELL JARVIS
Principal officer (990 for 2025)
Joel Cruz, 62 Village Street, East Hartford, CT 06108
Signed the 990
Joel Cruz, Executive Director
Phone
(860) 986-7724
Return prepared by
HRT Advisors LLC

Mission

To act for the benefit of, to perform the functions of, to carry out the purposes of Urban Alliance, Inc., a Connecticut nonstock corporation that has been recognized as a public charity as exempt under section 501(C)(3) of the Internal Revenue Code.

990 for the year ended December 31, 2025

Program accomplishments

  • To provide grants to Urban Alliance, Inc. to support its operations and activities which includes providing human service programs for the underprivileged and programs to provide financial support and guidance to various ministries, churches and missions that minister to the underprivileged.
    Expenses $120,000 · grants $120,000

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
85-4171510
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization, Type I
Donations deductible (Pub 78)
Supporting organization, 50% limit
Exempt since
2021
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$2,231,686
Income (IRS master file)
$249,675

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$77,493$146,988$2,231,686XML
990December 2024$58,784$145,259$1,959,454IRS
990December 2023$25,045$142,429$1,851,384XML
990December 2022$2,019,277$136,330$1,677,732IRS
990-EZDecember 2021–––IRS
990-EZDecember 2020–––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 85-4171510).

Questions about UA LEGACY FUND INC

What is the EIN of UA LEGACY FUND INC?
The employer identification number (EIN) of UA LEGACY FUND INC is 85-4171510.
Is UA LEGACY FUND INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
Are donations to UA LEGACY FUND INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
Which annual return does UA LEGACY FUND INC 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 UA LEGACY FUND INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did UA LEGACY FUND INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of UA LEGACY FUND INC?
The 990 for the year ended December 31, 2025 names Joel Cruz.
Who are the officers and directors of UA LEGACY FUND INC?
The 990 for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
How much revenue does UA LEGACY FUND INC have?
On its 990 for the year ended December 31, 2025 it reported revenue of $77,493, expenses of $146,988 and total assets of $2,231,686 at year end.

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