2024-10-22T16:49:05-04:00 2023-12-31 233010968 MILLIGAN & COMPANY LLC 105 N 22ND ST FL 2 PHILADELPHIA PA 191031302 990 2023-01-01 133768272 THE ECUMENICAL TRUST ECUM 2125442350 110 MARYLAND AVE NE SUITE 108 WASHINGTON DC 20002 REV GARLAND PIERCE CHAIRMAN 2024-10-22 true false JOHN MILLIGAN CPA P02155323 2154969100 2024-10-22 2023 2024-10-15 13:58:12Z REV GARLAND PIERCE 110 MARYLAND AVE NE SUITE 108 WASHINGTON DC 20002 8000 false X NONE X 1993 DC ECUMENICAL TRUST WAS FORMED TO OPERATE EXCLUSIVELY FOR CHARITABLE PURPOSES AND TO ESTABLISH A PROGRAM TO RECEIVE AND MANAGE INTER VIVOS AND TESTAMENTARY OUTRIGHT GIFTS, LIFE INCOME GIFTS AND OTHER SPLIT INTEREST GIFTS TO SUPPORT AND FURTHER THE WORK OF THE ECUMENICAL MINISTRIES OF WORLD COUNCIL OF CHURCHES, NATIONAL COUNCIL OF THE CHURCHES OF CHRIST IN THE USA, AND CHURCH WORLD SERVICE, INC. 11 11 0 0 0 8000 8000 0 0 8000 8000 0 0 0 0 0 8527 8929 8527 8929 -527 -929 3189422 3508206 3194766 3514479 -5344 -6273 X ECUMENICAL TRUST WAS FORMED TO OPERATE EXCLUSIVELY FOR CHARITABLE PURPOSES AND TO ESTABLISH A PROGRAM TO RECEIVE AND MANAGE INTER VIVOS AND TESTAMENTARY OUTRIGHT GIFTS, LIFE INCOME GIFTS AND OTHER SPLIT INTEREST GIFTS TO SUPPORT AND FURTHER THE WORK OF THE ECUMENICAL MINISTRIES OF WORLD COUNCIL OF CHURCHES, NATIONAL COUNCIL OF THE CHURCHES OF CHRIST IN THE USA, AND CHURCH WORLD SERVICE, INC. false false N/A true false false false false false false false false true false true false false true true true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 0 0 0 false false false false false false false false false false false false false false X 11 11 false false false false false true false true true false false true true true true true true true true false NY X REV ANGELIQUE MASON 2125442350 110 MARYLAND AVE NE WASHINGTON DC 20002 X HE ARCHBISHOP VICKEN AYKAZIAN TRUSTEE 1.00 X 0 0 0 REV LESLIE COPELAND-TUNE TRUSTEE 1.00 X 0 0 0 REV ANGELIQUE MASON TRUSTEE 2.00 X 0 0 0 BISHOP VASHTI MCKENZIE TRUSTEE 1.00 X 0 0 0 JOHN PATERAKIS VICE CHAIR 1.00 X X 0 0 0 REV GARLAND PIERCE CHAIRMAN 4.00 X X 0 0 0 REV DR JERRY PILLAY TRUSTEE 1.00 X 0 0 0 JOANNE RENDALL TRUSTEE 1.00 X 0 0 0 DAVID AIKEN SR TRUSTEE 1.00 X 0 0 0 BISHOP MARY A SWENSON TREASURER/SE 1.00 X X 0 0 0 RICK SANTOS TRUSTEE 1.00 X 0 0 0 false false false ADMINISTRATIVE FEES 8000 8000 8000 8000 8000 8000 8000 CHANGE IN VALUE OF SPILT- 728 728 BANK FEES 201 201 8929 0 8929 0 29693 47172 3098877 3461034 60852 3189422 3508206 33782 32517 3160984 3481962 3194766 3514479 X -5344 -6273 -5344 -6273 3189422 3508206 -929 X false true X true false X 3098877 553053 190896 3461034 3917167 -656477 161813 3098877 3587256 484577 154666 3917167 3460652 282746 156142 3587256 3061408 568761 153439 16078 3460652 false false COMMON STOCKS 2161765 F FIXED INCOME 1208798 F SHORT TERM INVESTMENTS 90471 F 3461034 DUE TO RELATED ECUMENICAL MINISTRIES 3481962 3481962 X 8000 8000 8000 8929 8929 8929 SCHEDULE D, PAGE 2, PART V, LINE 4 THE ENDOWMENT FUNDS ARE USED FOR VARIOUS PURPOSES SUCH AS FOR SCHOLARSHIPS, FOR ECUMENISM AND OTHERS. SCHEDULE D, PAGE 3, PART X SINCE ITS INITIAL FILING FOR TAX-EXEMPT STATUS, THE TRUST HAS NOT RECEIVED ANY NOTICE FROM THE IRS THAT SUCH TAX-EXEMPT STATUS HAS BEEN CHALLENGED OR CHANGED. THERE WAS NO TAXABLE INCOME AS OF DECEMBER 31, 2023 AND 2022; THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE TRUST'S FINANCIAL STATEMENTS. THE PREPARATION OF FINANCIAL STATEMENTS IN CONFORMITY WITH GAAP REQUIRES THE TRUST TO REPORT INFORMATION REGARDING ITS EXPOSURE TO VARIOUS TAX POSITIONS TAKEN BY THE TRUST. THE TRUST HAS DETERMINED WHETHER ANY TAX POSITIONS MET THE RECOGNITION THRESHOLD AND HAS MEASURED ITS EXPOSURE TO THOSE TAX POSITIONS. MANAGEMENT BELIEVES THE TRUST HAS ADEQUATELY ADDRESSED ALL RELEVANT TAX POSITIONS AND THAT THERE ARE NO UNRECORDED TAX LIABILITIES. NO INTEREST OR PENALTIES FROM FEDERAL OR STATE TAXING AUTHORITIES WERE RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE TRUST IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE TRUST BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO DECEMBER 31, 2020. FORM 990 - ORGANIZATION'S MISSION ECUMENICAL TRUST WAS FORMED TO OPERATE EXCLUSIVELY FOR CHARITABLE PURPOSES AND TO ESTABLISH A PROGRAM TO RECEIVE AND MANAGE INTER VIVOS AND TESTAMENTARY OUTRIGHT GIFTS, LIFE INCOME GIFTS AND OTHER SPLIT INTEREST GIFTS TO SUPPORT AND FURTHER THE WORK OF THE ECUMENICAL MINISTRIES OF WORLD COUNCIL OF CHURCHES, NATIONAL COUNCIL OF THE CHURCHES OF CHRIST IN THE USA, AND CHURCH WORLD SERVICE, INC. FORM 990, PAGE 6, PART VI, LINE 7A THE "GENERAL SECRETARIES" OF THE WCC, NCC AND CWS ARE ALLOWED TO ELECT MEMBERS TO THE GOVERNING BODY. FORM 990, PAGE 6, PART VI, LINE 11B THE COPY OF THE 990 IS SENT TO ALL BOARD MEMBERS VIA EMAIL AFTER IT HAS BEEN COMPLETED, SO THAT THEY HAVE TIME TO REVIEW AND COMMENT OR QUESTION. FORM 990, PAGE 6, PART VI, LINE 12C ECUMENICAL TRUST ACCOUNT IS MONITORED/MANAGED BY THE BOARD OF TRUSTEES WHICH HAS REPRESENTATIVES FROM WORLD COUNCIL OF CHURCHES, CHURCHES WORLD SERVICE AND NATIONAL COUNCIL OF CHURCHES. ECUMENICAL TRUST ITSELF DOES NOT HAVE CONFLICT OF INTEREST POLICY, WHISTLEBLOWER POLICY AND THE RETENTION POLICY. HOWEVER, ITS BOOKS ARE IN THE CARE OF NATIONAL COUNCIL OF CHURCHES, WHICH HAS THESE POLICIES TO BE FOLLOWED. THE BOARD OF TRUSTEES MEETS REGULARLY IN THE YEAR TO REVIEW AND ENFORCE THE CONFLICT OF INTEREST POLICY AND OTHER POLICIES AND PROCEDURES. FORM 990, PAGE 6, PART VI, LINE 15A NO COMPENSATION PAID TO ANY INDIVIDUALS FORM 990, PAGE 6, PART VI, LINE 15B NO COMPENSATION PAID TO ANY INDIVIDUALS FORM 990, PAGE 6, PART VI, LINE 19 ECUMENICAL TRUST'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AND FINANCIAL STATMEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.