UUS Endowment Holdings: Fiscal Year 2023
From your Endowment Committee:
We are pleased to present this annual summary report of UUS Endowment holdings. The accompanying table is meant to show much of what you may be interested in, and if it brings up more questions, please contact any member of the Endowment Committee.
| 12/31/2022 | 12/31/2023 | |
| General Endowment Total Value | $1,037,301 | $1,067,813 |
| Corpus1 | $712,327 | $799,986 |
| Donations | $19,087 | $10,470 |
| UUA Contribution | $745 | $1,189 |
| Non-Corpus Total2 | $344,806 | $279,486 |
| Expenditures from General Endowment3 | $114,234 | $95,780 |
| Annual Spending Allowance (ASA)4 | $65,484 | $51,780 |
| Endowment-Approved Withdrawal5 | $48,750 | $44,000 |
| Other Endowment Funds Value6 | $153,800 | $156,390 |
| Other Endowment Funds Expenditures | ||
| Jean Reese Fund | 0 | $14,501 |
| Music Fund | 0 | 0 |
| Detiger Fund | $2114 | $500 |
| Bristol Fund | 0 | 0 |
1 Can be accessed under very special circumstances
2 May be accessed by vote of the congregation
3 This amount will vary depending on the last business day of the month
4 Amount contributed to the annual budget
5 Amount approved by the congregation above the ASA6 Earmarked for special purposes, e.g., music, outdoor projects.
