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Nonprofiteer
← MIDWEST UNITARIAN UNIVERSALIST FOUNDATION

Form 990 for tax year 2023

Filed by MIDWEST UNITARIAN UNIVERSALIST FOUNDATION.

Totals

Total revenue
$199,063
Total expenses
$174,831
Contributions and grants received
$0
Grants paid
$151,455
Program service revenue
$0
Investment income
$199,063
Other revenue
$0
Total assets, end of year
$4,201,515
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$4,201,515
Program services expenses (Part IX)
$151,455
Management and general expenses
$23,376
Fundraising expenses
$0
Program service expenses (Part III)
$151,455

Program services were 86.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $86,356 · excluded $86,356

  • 7a · Gross sales of assets other than inventory

    securities $239,676

  • 7b · Less cost or other basis and sales expenses

    securities $126,969

  • 7c · Gain or loss

    securities $112,707

  • 7d · Net gain or loss

    total $112,707 · excluded $112,707

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $151,455 · program services $151,455

  • 11c · Fees: accounting

    total $14,200 · management and general $14,200

  • 13 · Office expenses

    total $2,970 · management and general $2,970

  • 17 · Travel

    total $4,281 · management and general $4,281

  • 23 · Insurance

    total $1,925 · management and general $1,925

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $38,406 · end of year $50,010

  • 11 · Investments: publicly traded securities

    beginning of year $3,669,279 · end of year $4,137,651

  • 15 · Other assets

    beginning of year $13,390 · end of year $13,854

  • 27 · Net assets without donor restrictions

    beginning of year $3,154,004 · end of year $3,560,796

  • 28 · Net assets with donor restrictions

    beginning of year $567,071 · end of year $640,719

Mission and programs · 2023

Mission

SUPPORTS RELIGIOUS, CHARITABLE, AND EDUCATIONAL PROGRAMS OF THE UNITARIAN UNIVERSALIST FAITH.

  • GRANTS TO THE MIDAMERICA REGION AND MOUNTAIN-DESERT DISTRICT FOR CHURCH DISTRICT PROGRAMS - 128,737. THE ANNUAL MEETING WAS HELD AT THE SONESTA HOTEL IN ROSEMONT. TRAVEL EXPENSES WERE 4,281.

    Expenses $128,737 · Grants $128,737

  • THE RYDER FUND WAS CREATED BY THE WILL OF WILLIAM HENRY RYDER FOR THE "SUPPORT AND RELIEF OF SUPERANNUATED UNIVERSALIST CLERGYMEN AND FOR NEEDY AND DESTITIUTE WIDOWS OF UNIVERSALIST CLERGYMEN.", IN THE MIDWEST. THE IVA LAUGHLIN FUND IS USED FOR THE ELDERLY UNITARIAN UNIVERSALIST LAY PEOPLE. GRANTS MADE FROM THESE TWO FUNDS TOTAL 16,139.

    Expenses $16,139 · Grants $16,139

  • THE COLCHESTER FUND IS USED FOR SCHOLARSHIPS FOR UNITARIAN UNIVERSALIST THEOLOGICAL STUDENTS AND MEADVILLE LOMBARD THEOLOGICAL SCHOOL. THE RECIPIENTS ARE SELECTED BY MEADVILLE LOMBARD THEOLOGICAL SCHOOL AND THE GRANTS MADE FOR SCHOLARSHIPS TOTAL 6,579.

    Expenses $6,579 · Grants $6,579

As filed on the 2023 return.

Listed in Part VII

  • Katherine S Brewin

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Brian Hellmer

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    1

  • Laura J Gossman

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Rebecca Pace

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Vicki Pratt

    ASSISTANT SE

    Total calculated
    $0
    Hours/week
    1

  • Christopher Franklin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
15 August 2024
IRS schema version
2023v5.0
Source object
202412569349301706

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