CHARITABLE TRUST NO 1 UA HERBERT P MCLAUGHLIN 1995 REVOCABLE TRUST Charity Report

Tax-exempt status may be revoked

CHARITABLE TRUST NO 1 UA HERBERT P MCLAUGHLIN 1995 REVOCABLE TRUST

EIN 81-6273218 · Private Grantmaking Foundations (T20)

What they do

CHARITABLE TRUST NO 1 UA HERBERT P MCLAUGHLIN 1995 REVOCABLE TRUST .

Before you give

Should I give to this charity?

Easy charity check

Stop and check first

This record may have an IRS status problem. Do not give until you verify it.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkThere may be a problem with its nonprofit status. Check before giving.

Money report from 2021The report may be old. Ask for a newer one.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders1 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

$134.76spent for every $100 of revenueSpending was higher than revenue this year.

$13.39in assets for every $1 spent this yearSome assets cannot be spent right away.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $75,578 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $72,000 for SUSAN MCLAUGHLIN (PRESIDENT). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2021

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

Money in and money out

Revenue$217,424

Expenses$293,002

Annual shortfall $75,578 Expenses were higher than revenue for this filing year.

See all reported dollar amounts

Revenue$217,424

Expenses$293,002

Assets$3,921,980

Income$610,356

Grants given$576,610

Average grant$19,220

Executive compensation (total)$66,000

Stocks and bonds$3,839,062

Investing fees$37,454

People

Leadership and board

Tax year 2021

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

SUSAN MCLAUGHLINPRESIDENT · 15 hrs/week $72,000

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (1)

SUSAN MCLAUGHLINPRESIDENT

About this charity

Recognized since: June 2018
Location: 2315 BROADWAY STREET, SAN FRANCISCO, CA 94115
County: City and County of San Francisco
In care of: SUSAN MCLAUGHLIN
Primary officer: SUSAN MCLAUGHLIN, President

How to reach them

Phone(925) 287-4460

Filing and classification

Latest tax year: 2021
Tax period began: January 1, 2021
Return type: 990PF
Tax preparer: KRUTILLA & ASSOCIATES INC
NTEE classification: Private Grantmaking Foundations (T20)
IRS tax category: Private Grantmaking Foundations
Grant-giving organization: Yes
Revocation date: May 15, 2025