2024-04-17T08:01:20-05:00 2023-12-31 346565596 ERNST & YOUNG US LLP 2100 ONE PPG PLACE PITTSBURGH PA 15222 990EZ 2023-01-01 046080103 UNITARIAN UNIVERSALIST CHURCH UNIT 4123956964 116 ALLEGHENY CENTER MALL P8YB3502L PITTSBURGH PA 15212 PNC BANK N A TAX MANAGER 4123956964 2024-04-11 true true JASON BELOT P00183464 3302555814 2024-04-11 2023 2023-04-26 12:10:37Z X N/A X 15045 X 6520 8525 8007 518 7038 5479 2399 35 7913 -875 166829 63 166017 166829 166017 0 0 166829 166017 0 0 166829 166017 TO PROVIDE FINANCIAL SUPPORT OF THE UNITARIAN UNIVERSALIST CHURCH, MEDFORD, MA FINANCIAL SUPPORT OF THE UNITARIAN UNIVERSALIST CHURCH, MEDFORD, MA 5479 5959 5959 PNC BANK N A TRUSTEE 1.0 2398 0 0 false false false false false false false 0 0 0 0 0 0 0 false PNC BANK NA 116 ALLEGHENY CENTER MALL PITTSBURGH PA 15212 4123956964 false false false false false false false false false false false true X X 1 UNITARIAN UNIVERSALIST CHURCH 046039359 1 true 5479 0 1 5479 0 true false false false false false false false false false false true false false false false true false true X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Form 990-EZ, Schedule A, Part VI, Section D, Line 2 Unitarian Universalist Church trust maintains a close and continuous working relationship with the supported organization by holding meetings to discuss investments and the general operation of the trust including the disbursements of funds, timings of grants and needs to the supported organization within the terms of the trust agreement. Form 990-EZ, Schedule A, Part VI, Section D, Line 3 The trustee holds regular meetings with the supported organization to better understand its needs. Further, the supported organization is provided with the annual statements that contains the investments, income and expense activities of the supporting organization for the given tax year. Moreover, the trustee follows the dictates of the governing instrument, which states that 100% net income of the trust Form 990-EZ, Schedule A, Part VI, Section D, Line 3 cont'd should be distributed to the supported organization. Form 990-EZ, Schedule A, Part V, Line 1 The Trust was established before 11/20/1970 and did not receive any additional contributions, grants, requests, or other transfers on or after that date. The governing instrument requires the trust to distribute all of the net income to a designated public charity and the trustee has not discretion to vary the beneficiaries or the amounts payable to the beneficiaries. Form 990-EZ, Schedule A, Part V, Line 1 (Continued) The trustees, none of which would be disqualified persons to this trust, makes annual written reports to the supported organization with respect to such trust setting forth a description of the assets of the trust including a detailed list of the income produced. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a UNITARIAN UNIVERSALIST CHURCH TRUST IS A TRUST FUND AND HAS NO WRITTEN POLICY REGARDING DOCUMENTATION OF MEETINGS AND WRITTEN ACTIONS OF ITS GOVERNING BODY AND COMMITTEES WITH AUTHORITY TO ACT ON ITS BEHALF. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b UNITARIAN UNIVERSALIST CHURCH TRUST IS A TRUST FUND AND HAS NO WRITTEN POLICY REGARDING DOCUMENTATION OF MEETINGS AND WRITTEN ACTIONS OF ITS GOVERNING BODY AND COMMITTEES WITH AUTHORITY TO ACT ON ITS BEHALF. FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW PNC BANK AS SOLE TRUSTEE OF THE UNITARIAN UNIVERSALIST CHURCH TRUST PREPARES THE TAX RETURNS FOR THIS TRUST, THUS FORM 990 IS PREPARED BY THE GOVERNING BODY. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c THE CONFLICT OF INTEREST POLICY OF PNC CHARITABLE TRUST REQUIRES AN ANNUAL AFFIRMATION THAT IT HAS BEEN RECEIVED, READ, UNDERSTOOD, AND AGREED TO BE COMPLIED WITH. IN ADDITION, THE POLICY REQUIRES AN ANNUAL DISCLOSURE OF THE EXISTENCE AND NATURE OF ANY AFFILIATION IN WHICH A PARTY WOULD BE CONSIDERED AN INTERESTED PERSON UNDER THE POLICY. Form 990-EZ, Part I, Line 10 UNITARIAN UNIVERSALIST CHURCH 147 HIGH STREET MEDFORD MA 02155 5479 0 0 0 0 0 0 0 NONE Form 990-EZ, Part I, Line 16 Foreign Taxes on Qualified Dividend 35 Form 990-EZ, Part I, Line 20 2022 Transaction Posted in 2023 366 Form 990-EZ, Part I, Line 20 2023 Transaction Posted in 2024 281 Rounding Adjustment 22