2024-01-25T09:42:36-06:00 2023-06-30 840930288 BROCK AND COMPANY CPAS PC 3711 JFK PARKWAY SUITE 315 FORT COLLINS CO 80525 990 2022-07-01 846131780 THE CONGREGATIONAL CHURCH FUND FIRST INTERSTATE BANK TRUSTEE CONG 2088881416 PO BOX 30918 BILLINGS MT 59116 DAVID STOLHAND TRUST OFFICER 2088881416 2024-01-22 1 DAVID STOLHAND 999009999 0 KEVIN RICKMAN P01240896 9702237855 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DAVID STOLHAND PO BOX 30918 BILLINGS MT 59116 278379 0 X N/A X 1976 CO THE CONGREGATIONAL CHURCH FUND WAS CREATED BY THE WILL OF ELSIE M. LANYON AND PAYS ALL OF ITS NET INCOME TO THE FIRST CONGREGATIONAL CHURCH (NOW KNOWN AS THE UNITED CHURCH OF CHRIST) FOR RELIGIOUS, CHARITABLE AND EDUCATIONAL PURPOSES. 1 0 0 0 0 0 0 0 0 0 46746 14872 0 0 46746 14872 19630 17546 0 0 10798 10889 0 0 0 1732 1822 32160 30257 14586 -15385 732423 717038 0 0 732423 717038 TO SUPPORT THE UNITED CHURCH OF CHRIST (LONGMONT, COLORADO). 0 0 17546 17546 NET INCOME IS TRANSFERRED TO UNITED CHURCH OF CHRIST IN LONGMONT, COLORADO FOR RELIGIOUS, CHARITABLE AND EDUCATIONAL PURPOSES. 17546 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X X THE ORGANIZATION 2088881416 PO BOX 30918 BILLINGS MT 59116 FIRST INTERSTATE BANK TRUSTEE 2.00 X 10889 0 0 10889 0 0 0 0 0 0 0 23730 23730 254649 263507 -8858 -8858 -8858 14872 0 0 14872 17546 17546 10889 10889 1460 1460 FOREIGN TAXES 362 362 30257 17546 12711 0 9680 9484 199760 131389 522983 576165 732423 717038 0 0 X 732423 717038 0 0 0 0 732423 717038 732423 717038 -15385 0 X 0 0 0 X X 1 UNITED CHURCH OF CHRIST 840477919 1 1 17546 0 1 17546 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 X 1 1 PART IV, SECTION D, LINE 2 TO MAINTAIN A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE CONGREGATIONAL CHURCH OF LONGMONT (UNITED CHURCH OF CHRIST - LONGMONT), THE TRUSTEE OF THE CONGREGATIONAL CHURCH FUND FURNISHES A WRITTEN ITEMIZED STATEMENT OF RECEIPTS, EXPENDITURES, AND ASSETS ON HAND TO THE UNITED CHURCH OF CHRIST NO LESS OFTEN THAN ANNUALLY. THE TRUSTEE ALSO COMMUNICATES THE AMOUNT OF MONEY AVAILABLE FOR DISBURSEMENT TO THE CHURCH ON A QUARTERLY BASIS. IN ADDITION, A COPY OF THE FORM 990 IS PROVIDED TO THE CHURCH ON AN ANNUAL BASIS. THE UNITED CHURCH OF CHRIST RECEIVES A QUARTERLY STATEMENT OF TRANSACTIONS AND ASSETS. ACCORDING TO THE TRUST AGREEMENT, GREAT WESTERN BANK HAS INVESTMENT DISCRETION. HOWEVER, SINCE THE UNITED CHURCH OF CHRIST IS THE SOLE RECIPIENT OF THE NET INCOME, THEIR INCOME NEEDS ARE CONSIDERED WHEN ESTABLISHING THE INVESTMENT OBJECTIVE OF THE PORTFOLIO. IN TURN, THE FUND RECEIVES FROM THE CHURCH A LIST OF HOW THE FUNDS WERE ALLOCATED AND SPENT. PART IV, SECTION E, LINE 2A THE CONGREGATIONAL CHURCH FUND DISTRIBUTES CASH TO THE UNITED CHURCH OF CHRIST FOR RELIGIOUS, CHARITABLE, AND EDUCATIONAL PURPOSES. THE CHURCH'S VISION IS TO "EXTEND THE REACH OF CHRIST" INWARDLY WITHIN EACH INDIVIDUAL AND OUTWARDLY TO OTHERS WITHIN OUR CONGREGATION, LOCAL COMMUNITY, AND WORLD BY CONTINUOUSLY STRIVING TO BETTER UNDERSTAND GOD'S WILL AS MADE KNOWN TO US THROUGH JESUS CHRIST, THE SCRIPTURES AND REVELATIONS OF THE HOLY SPIRIT, ACTIVELY MINISTERING TO THE SPIRITUAL AND OTHER NEEDS OF ALL OUR BROTHERS AND SISTERS AND BEING FAITHFUL STEWARDS OF ALL OF GOD'S CREATION. THE CONGREGATIONAL CHURCH FUND ASSISTS THE CHURCH IN ACHIEVING THIS VISION. THE FUND HAS NO OTHER ACTIVITIES EXCEPT THE SUPPORT OF THE CHURCH. PART IV, SECTION E, LINE 2B THE UNITED CHURCH OF CHRIST IS A CHURCH, AND WITH THE ASSISTANCE OF THE CONGREGATIONAL CHURCH FUND, IT IS ABLE TO DO A BETTER JOB OF CARRYING OUT ITS VISION AND MISSION. 0 NORTHERN MULTI-MGR GLOBAL LISTED INFRASTRUCTURE 51458 C DFA GLOBAL REAL ESTATE SECURITIES INSTL 44654 C VANGUARD EUROPEAN STOCK INDEX FUND ADM CI 42929 C INVESCO OPPENHEIMER DEVELOPING MARKETS FD I 71170 C DOUBLELINE TOTAL RETURN BOND I 87000 C VANGUARD INTERIM TERM BOND INDEX ADM CI 72973 C VANGUARD LARGE CAP INDEX FUND ADM CI 69351 C VANGUARD INTERMEDIATE-TERM TREASURY ETF 94933 C PIMCO STOCKSPLUS LONG DURATION FUND 41697 C 576165 0 UNITED CHURCH OF CHRIST 1500 9TH AVE LONGMONT CO 80501 840477919 501(C)(3) 17546 0 CASH RELIGIOUS, CHARITABLE AND EDUCATIONAL PURPOSES 1 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED AND APPROVED BY THE SENIOR TRUST OFFICER PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS RELATED TO THIS ENTITY ARE AVAILABLE UPON REQUEST.