2024-11-15T13:01:05-06:00 2023-12-31 582487348 Aprio Advisory Group LLC 150 Post Street Suite 200 San Francisco CA 94108 990 2023-01-01 208008593 United Religions Initiative Foundation Inc UNIT 4155612300 PO Box 29242 San Francisco CA 941290242 Gerard B White Executive Director 4155612300 2024-11-15 1 1 Stacy Cullen P00974308 4157774488 2024-11-15 2023 2024-10-15 13:58:12Z Gerard B White PO Box 29242 San Francisco CA 941290242 3977280 0 X N/A X 1995 CA Raise an endowment to support united religions. 9 9 0 10 0 0 122357 4830 0 0 303612 114531 0 0 425969 119361 1488463 1230956 0 0 0 0 0 0 0 165182 203471 1653645 1434427 -1227676 -1315066 13810849 13845508 606778 23476 13204071 13822032 The United Religions Initiative Foundation, inc. Was created by united religions dba united religions initiative's ("URI's ") global council with its sole purpose to stand as an independent, trustworthy vehicle for the oversight and stewardship of URI's invested funds. 0 0 1230956 1230956 The Board of Directors of the URI Foundation (the "Foundation Board") is responsible to ensure that URI's invested funds are managed in full compliance with all applicable laws and in order to achieve URI's objectives as set forth in the URI Charter. The Foundation Board oversees the work of the Investment Committee, which makes specific recommendations regarding the make-up of URI Foundation's investment portfolio, both endowed funds and strategic reserve. Grants to URI are used to fund operations and specific programs throughout the world. 1230956 1 0 0 0 0 0 0 0 0 1 0 1 0 0 1 1 0 1 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X X Pamela H Banks 4155612300 1009 General Kennedy Ave San Francisco CA 941290242 The Right Rev William Swing President ,URI 1.00 39.00 X X 0 144145 31135 David Steirman Chair 1.00 X X 0 0 0 Susan Cook Hoganson Secretary 1.00 X X 0 0 0 Pulin Sanghvi Treasurer 1.00 X X 0 0 0 Julia Davidson Board Member 1.00 X 0 0 0 Karen Pajarillo Board Member 1.00 X 0 0 0 J Robert Coleman Board Member 1.00 X 0 0 0 Keley Peterson Board Member - Ex Officio 1.00 X 0 0 0 Peter Phelger Board Member - Ex Officio 1.00 X 0 0 0 Gerard B White Executive Director 1.00 39.00 X 0 246950 39426 0 391095 70561 0 0 0 0 0 4830 4830 364915 364915 3607535 3857919 -250384 -250384 -250384 119361 0 0 114531 1230956 1230956 65415 65415 23900 23900 114090 114090 66 66 1434427 1230956 203471 0 10648819 10265347 3162030 3580161 13810849 13845508 606778 23476 606778 23476 X 9620210 8888820 3583861 4933212 13204071 13822032 13810849 13845508 -1315066 1933027 0 X X 0 1 X 1 0 X X X 1 United Religions 680369482 7 1 1230956 0 1 1230956 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 13204071 65830 1758378 1230956 203471 13593852 17573658 122357 -2838299 1488463 165182 13204071 16677549 1043928 1401669 1385000 164488 17573658 15811459 478744 1993185 1444128 161711 16677549 15418565 388810 2309401 2168792 136525 15811459 0 0 0 Fixed income securities 2254035 F Interest in LLC 412133 F Interest in partnership 913993 F 3580161 Investments Held For United Religions 23476 23476 X 1938298 1933027 1933027 5271 114090 114090 119361 1320337 0 1320337 114090 114090 1434427 Part X, Line 2: The Foundation is recognized as public charities exempt from federal and state income taxes under Internal Revenue Code Section 501(c)(3) and Section 23701 of the California and Revenue Taxation Code. Accordingly, no provision has been made for such taxes in the accompanying combined financial statements. The Organization applies the guidance on accounting for uncertain tax provisions in FASB ASC 740 Income Taxes. The Organization is no longer subject to income tax examinations for tax years up to and including 2020. 0 United Religions Initiative 1009 General Kennedy Ave San Francisco CA 94129 680369482 501(c)(3) 1230956 0 Support of URI initiatives. 1 0 0 0 0 0 0 0 0 0 Gerard B White Executive Director 0 246950 0 0 0 0 0 0 0 39426 0 286376 0 0 The Right Rev William Swing President ,URI 0 144145 0 0 0 0 0 0 0 31135 0 175280 0 0 Form 990, Part VI, Section B, line 11b A CPA firm prepares the tax return based on data provided by the organization's financial manager. The financial manager reviews the return then presents it to the Executive Director for signature once it has been reviewed and approved. Form 990, Part VI, Section B, line 12c The Conflict of Interest policy requires contemporaneous disclosure of any financial transactions which may give rise to a conflict. Board members and officers annually review the policy and sign an affidavit of independence. Form 990, Part VI, Section C, line 19 Copies are provided upon request or on URI's website. Part XII Line 2c There is no change in process from prior year United Religions PO Box 29242 San Francisco CA 941290242 680369482 Social Services CA Religious Line 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 United Religions Initative B 1230956 FMV