2024-04-17T08:01:20-05:00 2023-12-31 346565596 ERNST & YOUNG US LLP 2100 ONE PPG PLACE PITTSBURGH PA 15222 990 2023-01-01 256022412 UNITARIAN UNIVERSALIST ASSOCIATION GILL 4123956964 116 ALLEGHENY CENTER MALL P8YB3502L PITTSBURGH PA 15212 PNC BANK N A TAX MANAGER 4123956964 2024-04-10 true true JASON BELOT P00183464 3302555814 2024-04-10 2023 2023-04-26 12:10:37Z SHANNA MAYBERRY PNC BANK 116 ALLEGHENY CENTER MALL PITTSBURGH PA 15212 1478626 false X N/A X 1920 PA TO PROVIDE FINANCIAL SUPPORT OF THE UNITARIAN UNIVERSALIST ASSOCIATION IN MAINTAINING A LYCEUM AND EVENING READING ROOM AND EVENING CLASSES FOR THE INSTRUCTION AND BENEFIT AND IMPROVEMENT OF THE PEOPLE LIVING WITHIN THE LIMITS OF THE OLD CITY OF ALLEGHENY, PA , NOW KNOWN AS THE NORTH SIDE OF THE CITY OF PITTSBURGH. 2 0 0 0 0 0 0 195408 9939 0 195408 9939 136477 131814 0 39227 31045 0 0 843 522 176547 163381 18861 -153442 2933496 2782476 0 0 2933496 2782476 X TO PROVIDE FINANCIAL SUPPORT OF THE UNITARIAN UNIVERSALIST ASSOCIATION IN MAINTAINING A LYCEUM AND EVENING READING ROOM AND EVENING CLASSES FOR THE INSTRUCTION AND BENEFIT AND IMPROVEMENT OF THE PEOPLE LIVING WITHIN THE LIMITS OF THE OLD CITY OF ALLEGHENY, PA , NOW KNOWN AS THE NORTH SIDE OF THE CITY OF PITTSBURGH. false false 138023 131814 PROVIDED FINANCIAL SUPPORT OF THE UNITARIAN UNIVERSALIST ASSOCIATION IN MAINTAINING A LYCEUM AND EVENING READING ROOM AND EVENING CLASSES FOR THE INSTRUCTION AND BENEFIT AND IMPROVEMENT OF THE PEOPLE LIVING WITHIN THE LIMITS OF THE OLD CITY OF ALLEGHENY, PA WHICH IS NOW KNOWN AS THE NORTH SIDE OF THE CITY OF PGH. 138023 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 true false false false false false false false false false false false false false false false true false false true 0 0 0 false false false false false false false false false true false false false false X 2 0 false false false false false false false false false false false true true true true false true false false false X PNC BANK NA 4123956964 116 ALLEGHENY CENTER MALL PITTSBURGH PA 15212 DAVID K SCHOYER ESQ KUHN ENGLE & STEIN CO-TRUSTEE 3.0 X 10338 0 0 PNC BANK NA CO-TRUSTEE 5.0 X 20707 0 0 31045 0 0 false false false 68097 68097 1410529 1468687 -58158 -58158 -58158 9939 9939 131814 131814 31045 6209 24836 foreign taxes paid 522 522 163381 138023 25358 0 132782 22485 2800714 2759991 2933496 2782476 0 0 X 2933496 2782476 2933496 2782476 2933496 2782476 X -153442 2422 X false false false X X 1 UNITARIAN UNIVERSALIST ASSOCIATION 042103733 1 true 131814 0 1 131814 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 PART IV, SEC D, LINE 2 AS THE CORPORATE TRUSTEE, PNC PROVIDES A COPY OF THE CURRENT FORM 990 AND ACT 141 DISTRIBUTION LETTER TO THE SUPPORTED ORGANIZATION. IN ADDITION, QUARTERLY AND ANNUAL FINANCIAL STATEMENTS ARE COMMUNICATED TO THE SUPPORTED ORGANIZATION. 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 NO DISCRETION TO VARY THE BENEFICIARIES OR THE AMOUNTS PAYABLE TO THE BENEFICIARIES. PART V, LINE 1 (CONT) THE TRUSTEES, NONE OF WHICH WOULD BE DISQUALIFIED PERSONS TO THIS TRUST, MAKE ANNUAL WRITTEN REPORTS TO THE SUPPORTED ORGANIZATION WITH RESPECT TO SUCH TRUST SETTING FORTH A DESCRIPTION OF THE ASSETS INCLUDING A DETAILED LIST OF THE INCOME PRODUCED. Part IV, Sec D, Line 3 While the supported organization relies on the experience and expertise of the Institutional Trustee to invest and manage the investments in the Trust, due to the close and continuous relationship, the supported organization has a significant voice in investment decisions. true UNITARIAN UNIVERSALIST ASSOCIATION 24 FARNSWORTH STREET BOSTON MA 02210 042103733 501(C)(3) 131814 FMV SEE PART IV 1 PART II, COLUMN H TO PROVIDE FINANCIAL SUPPORT OF THE UNITARIAN UNIVERSALIST ASSOCIATION IN MAINTAINING A LYCEUM AND EVENING READING ROOM AND EVENING CLASSES FOR THE INSTRUCTION AND BENEFIT AND IMPROVEMENT OF THE PEOPLE LIVING WITHIN THE LIMITS OF THE OLD CITY OF ALLEGHENY, PA NOW KNOWN AS THE NORTH SIDE OF THE CITY OF PITTSBURGH EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 UNITARIAN UNIVERSALIST ASSOCIATION TRUST IS A TRUST FUND THAT DISBURSES FUNDS ONLY TO QUALIFYING CHARITABLE ORGANIZATIONS AS DIRECTED BY THE TRUST'S GOVERNING INSTRUMENT TO BE USED ONLY IN ACCORDANCE WITH THE GOVERNING INSTRUMENT. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a UNITARIAN UNIVERSALIST ASSOCIATION 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 THE UNITARIAN UNIVERSALIST ASSOCIATION 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 THE CO-TRUSTEE ENGAGES A THIRD PARTY FOR PREPARING THE TAX RETURNS. A COPY OF FORM 990 IS PROVIDED TO THE CO-TRUSTEE . 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, PAGE 6, PART VI, LINE 18 FORM 990 AND RELATED FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH REQUEST. FORM 990, PAGE 6, PART VI, LINE 19 FORM 990 AND RELATED FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH REQUEST. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. EXPLANATION FOR FORM 990, PART XI, LINE 9 2022 Transactions Posted in 2023 $5,742; 2023 Transaction Posted in 2024 $(3,090); Return of Capital Adjustment to Income $(222); Rounding Adjustment $(8). UNITARIAN UNIVERSALIST ASSOCIATION 24 FARNSWORTH STREET BOSTON MA 02210 042103733 RELIGIOUS AND SPIRITUAL MINISTRY MA 501(C)(3) 1 N/A false false true false false false false false false false false false false false false false false false false false UNITARIAN UNIVERSALIST ASSOCIATION b 131814 FMV