2026-03-29T22:38:13-04:00 2024-12-31 454642361 LGA Tax Services LLC 5225 N Ironwood Rd STE 110 Glendale WI 53217 990 2024-01-01 996551349 The First Unitarian Society of Milw % David Becker FIRS 4144920403 1342 N Astor Street Milwaukee WI 53202 DAVID BECKER Trustee 2627922427 2025-08-10 false true LANCE GORDON P00687280 4149061622 2026-03-29 X 2024 2025-03-06 01:10:19Z X Endowment Fund Trust David Becker Trustee 9733 N Lake Drive Milwaukee WI 53217 2091133 false X X 2024 WI The sole purpose of the Trust will be to build an endowment to provide financial support to the First Unitarian Society of Milwaukee, a Unitarian Universal church located in Milwaukee, Wisconsin. The initial contribution will be a transfer of funds from the church itself. 3 3 0 0 0 2049724 0 41409 0 2091133 0 0 0 0 0 0 0 2091133 2091133 0 2091133 The sole purpose of the Trust will be to build an endowment to provide financial support to the First Unitarian Society of Milwaukee, a Unitarian Universal church located in Milwaukee, Wisconsin. The initial contribution will be a transfer of funds from the church itself. false false 2053402 Support will only be provided to the First Unitarian Church of Milwaukee as long as such organization maintains exempt status under Section 501(c)(3) of the Internal Revenue Code and remains eligible to receive contributions in accordance with section 170 of the Code. In the event the trust were to cease to exist, funds would be redirected to one or more of the other Unitarian organizations exempt from tax under Section 501(c)(3). The trust achieved exempt status on March 31, 2024. Achievements included an increase in assets by $ 918,896 from funds available at the end of 2023. 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 false false false false false false false false false false false false false false false false true 0 0 true 0 false false false false false false false false X 3 3 false false false false false false true true true false false true true true true false false false false false WI X David Becker Trustee 4145071099 9733 N Lake Drive Milwaukee WI 53217 X Ron Oshima Trustee 5.00 0.00 X 0 0 0 Elizabeth Schroeder 5.00 0.00 X 0 0 0 David Becker Trustee 5.00 0.00 X X 0 0 0 0 0 0 0 false false false X 2049724 2049724 41409 41409 0 2091133 41409 0 0 0 0 0 0 10100 2081033 0 2091133 0 0 X 2091133 0 2091133 0 2091133 2091133 0 X true X false false X 2053403 2053403 2053403 2053403 2053403 2053403 1.00000 0.00000 X Governing body decisions Part VI line 7b The trust has governing body reviews. Local chapters branches affiliates Part VI line 10a Member election of additional members requires majority approval Form 990 is provided before filed Form 990 governing body review Part VI line 11 Governing body is conducted. Conflict of interest policy compliance Part VI line 12c Conflict of interest policy in place. They are monitored and enforced. Governing documents etc available to public Part VI line 19 Documents are availabl on request. Part VIII response or note to any line in Part VIII We will respond to any questions.