UNITARIAN UNIVERSALISTS OF SARASOTA
ENDOWMENT ANNUAL MEETING AGENDA
March 29, 2026
UUS Endowment Fund Net Assets December 31, 2025
UU Common Endowment Fund $1,281,662.57
Estimated Value of Chartley Ct. $ 250,900.00
Cash in PNC Bank $ 5,435.31
Total Net Assets 12-31-25 $ 1,537,997.88
Contribution from the Endowment Fund to the Church Operating Budget 2025-2026
Distribution from the UU Common Endowment Fund ……… $ 55,018.90
Net Income from the Parsonage (estimated as of 12/31/25) $ 14,442.00
Total Est. Contribution for 2025-2026 …………………….. $ 69,460.90
Total Contribution to UU Sarasota Budget from Endowment Fund 2008-2026 - $759,501
ENDOWMENT ANNUAL MEETING AGENDA
March 29, 2026
- Call to Order
- Declaration of quorum
- Approval of Minutes of 2025 Annual Meeting
- President’s annual report for the Board
- Election/Confirmation of Directors
- Adjournment
UUS Endowment Fund Net Assets December 31, 2025
UU Common Endowment Fund $1,281,662.57
Estimated Value of Chartley Ct. $ 250,900.00
Cash in PNC Bank $ 5,435.31
Total Net Assets 12-31-25 $ 1,537,997.88
Contribution from the Endowment Fund to the Church Operating Budget 2025-2026
Distribution from the UU Common Endowment Fund ……… $ 55,018.90
Net Income from the Parsonage (estimated as of 12/31/25) $ 14,442.00
Total Est. Contribution for 2025-2026 …………………….. $ 69,460.90
Total Contribution to UU Sarasota Budget from Endowment Fund 2008-2026 - $759,501