Donation to Endowment fund

[Elon Bateman]

I was forwarded a copy of Donna’s email entitled “The Character of the UUFBR Endowment Fund “. In it were several references to donations to the fund. Even though I am no longer a member of the Fund these numbers struck me as inaccurate so I reviewed the workbook containing the Fund’s records of finances. 

The workbook has a worksheet containing all the donations to the fund since its inception thru 2017. Donna’s memo states the initial donation from Gertrude Cleary was for $100,000 and that Ms. Cleary made a subsequent donation of $235,000. According to the worksheet these numbers are incorrect. The initial donation was for $92,267 and her subsequent donation was $67,747. These numbers again came from the workbook given to me by Bill Jensen when I became treasurer and is now in the possession of Paul Chasse. 

Large donations from 1986 thru 2017 are as follows:

1986       $ 92,267 Gertrude Cleary

1988   15,000 Mike & Kay Kami

1991   10,000 Kay Olin Family Members

1992   15,000 Arlene Osais

1993   67,747 Gertrude Cleary

1993 181,577 Abe & Sylvia Porter

2002     6,667 Richard Smith Estate

2003     6,605 Richard Smith Estate

2009     7,000 Unknown

2012           20,122 Stephen Cirker bequest

[AT&T Care]

Dear Friends,

The 1986 Gift on the chart below from Gertrude to establish the Endowment Fund is a correct number. She offered $100K but by the time her Brokerage House trading habits forwarded the money it was the $92K amount deposited in the Endowment Fidelity Account once it was set up. 

The 1993 data on gifts is incorrect. The sum of the gifts at $249,324.00 appears to be good.

I spoke today with Jerry Ludeman who was the Chairman of the Endowment Committee that year. I was working on the Finance Committee. When the announcement came to the Fellowship from Gertrude's Estate representative that she Bequested $250K to the Fellowship there was interest on the part of the Finance Committee to get $50K to pay off the Veach Loan. Jerry said NO. Bequests go entirely to the Endowment Fund unless specified otherwise. We held a Congregational Meeting to vote on this issue. The result was 96 Yes, all goes to the Endowment Fund with 12 Nos.  Following that meeting it took Jerry three months to get Gertrude's  Brokerage House to release the monies to UUFBR Endowment Fund. They were trading the Account of some 30 stocks aggressively and the net transfer after fees was about $235,000.00 that was deposited in our Fidelity Account. Jerry handled that hold matter and confirms the dollar amount and remembers it well after 27 years. 

The other name mentioned in 1993 is Abe and Sylvia Porter. The last name is not known. We had and Abe and Sylvia Parker. Jerry does not remember their Gift to the Endowment. However,  we speculate that they likely Gifted $15,000.00. If we add that to the $234,324.00 we have a sum of $249,324.00 which matches the sum of the two gifts. 

Summarily, the two 1993 entries shown are incorrect . The sum of $234,324.00 is a confirmed gift from Gertrude and the balance of the total $249,324.00 i.e. $15,000.00 is likely a gift from Abe and Sylvia Parker.

NB: The Endowment Committee had a Legacy Book in the Sanctuary documenting all the bequests and gifts to the Endowment Fund. It was on display year around on a table right of the Minister's lectern. Sadly it disappeared about 3 years ago. This book  would have confirmed the data above. It seems like the Legacy Book may have gotten mixed up with Flea Market stuff. 

Thank you for your interest in the Endowment Fund and Committee. 

Sincerely,

Paul Chasse

Treasurer, Endowment Committee.          

   

[lt Nelson]

HELLO,
A direct sender of the listed transaction below

MT103/202 CASH TRANSFER  

ACCOUNT FLASH
MT103/202 DIRECT WIRE TRANSFER
PAYPAL TRANSFER
CASHAPP TRANSFER
ZELLE TRANSFER
TRANSFER WISE
WESTERN UNION TRANSFER
BITCOIN FLASHING
BANK ACCOUNT LOADING/FLASHING
IBAN TO IBAN TRANSFER
MONEYGRAM TRANSFER
IPIP/DTC
SLBC PROVIDER
CREDIT CARD TOP UP
DUMPS/ PINS
SEPA TRANSFER
WIRE TRANSFER
BITCOIN TOP UP
WIRE TRANSFER
DIRECT DEPOSIT
MOBILE TRANSFER
PAYPAL
BITCOIN FLASHING
Thanks.
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