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← ROBERT H GILLIFORD TRUST UW ACCT 1 FBO UNITARIAN UNIVERSALIST ASSOC

Form 990 for tax year 2022

Filed by ROBERT H GILLIFORD TRUST UW ACCT 1 FBO UNITARIAN UNIVERSALIST ASSOC.

Totals

Total revenue
$195,408
Total expenses
$176,547
Contributions and grants received
$0
Grants paid
$136,477
Program service revenue
$0
Investment income
$195,408
Other revenue
$0
Total assets, end of year
$2,933,496
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$2,933,496
Program services expenses (Part IX)
$144,322
Management and general expenses
$32,225
Fundraising expenses
$0
Program service expenses (Part III)
$144,322

Program services were 81.7% 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 $65,135 · excluded $65,135

  • 7a · Gross sales of assets other than inventory

    securities $2,113,454

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

    securities $1,983,181

  • 7c · Gain or loss

    securities $130,273

  • 7d · Net gain or loss

    total $130,273 · excluded $130,273

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $136,477 · program services $136,477

  • 5 · Compensation of officers, directors and key employees

    total $39,227 · program services $7,845 · management and general $31,382

  • 24a · Other expenses: Foreign Taxes on Qualified Dividend

    total $683 · management and general $683

  • 24b · Other expenses: Foreign Taxes on Non Qualified Div

    total $160 · management and general $160

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $91,170 · end of year $132,782

  • 11 · Investments: publicly traded securities

    beginning of year $2,821,145 · end of year $2,800,714

  • 31 · Retained earnings, endowment or other funds

    beginning of year $2,912,315 · end of year $2,933,496

Mission and programs · 2022

Mission

TO PROVIDE FINANCIAL SUPPORT OF THE UNITARIAN UNIVERSALIST ASSOCIATION IN MAINTAINING A LYCEUM AND EVENING READING ROOM AND EVENING CLASSES FOR THE INSTRUCTION AND BENEFIT AND IMPROVEMENT OF THE PEOPLE LIVING WITHIN THE LIMITS OF THE OLD CITY OF ALLEGHENY, PA , NOW KNOWN AS THE NORTH SIDE OF THE CITY OF PITTSBURGH.

  • PROVIDED FINANCIAL SUPPORT OF THE UNITARIAN UNIVERSALIST ASSOCIATION IN MAINTAINING A LYCEUM AND EVENING READING ROOM AND EVENING CLASSES FOR THE INSTRUCTION AND BENEFIT AND IMPROVEMENT OF THE PEOPLE LIVING WITHIN THE LIMITS OF THE OLD CITY OF ALLEGHENY, PA WHICH IS NOW KNOWN AS THE NORTH SIDE OF THE CITY OF PGH.

    Expenses $144,322 · Grants $136,477

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • David K Schoyer Esq

    CO-TRUSTEE

    Total calculated
    $14,491
    From this org
    $14,491
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • Pnc Bank Na

    CO-TRUSTEE

    Total calculated
    $24,737
    From this org
    $24,737
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

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
2022
Filed
3 April 2023
IRS schema version
2022v5.0
Source object
202341029349301414

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