From public IRS filings
UNITED CHARITABLE
ASHBURN, VA · Philanthropy & Voluntarism
Mission
ADMINISTER DONOR-ADVISED FUNDS AND FISCALLY SPONSORED PROGRAMS.
Financials (IRS Form 990)
Total revenue
$19.7M
Total expenses
$16.1M
Total assets
$186.8M
Program expense ratio
8485%
Source: IRS Form 990, tax year 2024.
Who funds UNITED CHARITABLE
$4.8M in foundation grants on record from 40 funders — from IRS 990 grant line items.
| Funder | Total given | Grants |
|---|---|---|
| National Heritage Foundation | $3.8M | 1 |
| Rockefeller Philanthropy Advisors | $1.7M | 3 |
| Greater Houston Community Foundation | $650K | 1 |
| Vanguard Charitable Endowment Program | $483K | 3 |
| Ccf Community Initiatives Fund | $320K | 1 |
| Bessemer Giving Fund C/O Bessemer Trust Company Trustee | $250K | 1 |
| Fidelity Investments Charitable Gift Fund | $197K | 3 |
| Amalgamated Charitable Foundation | $150K | 2 |
| American Endowment Foundation | $148K | 2 |
| National Philanthropic Trust | $143K | 2 |
Leadership
JULIA HEALEY — CEO (Principal officer)
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