2011-11-14T10:16:18-06:00 2010-12-31 LAMBRIDES LAMOSTAYLOR LLP 81 LARKFIELD RD EAST NORTHPORT NY 11731 990 2010-01-01 556000896 UNION MISSION MINISTRIES INC UNIO 3049250366 PO BOX 112 CHARLESTON WV 25321 REV D REX WHITEMAN 3049250366 2011-11-14 true LESLIE NIESKENS 6317544242 2011-11-14 2010 2016-03-07 17:11:31Z REV D REX WHITEMAN PO BOX 112 CHARLESTON WV 25321 5437564 false X WWW.WEFEEDPEOPLE.COM X 1911 WV UNION MISSION MINISTRIES, INC. IS SET APART BY THE SPIRIT OF GOD TO PREACH THE GOSPEL AND MEET PHYSICAL AND EMOTIONAL NEEDS THROUGHOUT WEST VIRGINIA THROUGH THE PROVISION OF SHELTER, CLOTHING, FOOD, COUNSELING, AND STRUCTURED PROGRAMS FOR THE POOR, THE NEEDY, AND THOSE BOUND AND BRUISED BY ADDICTIVE LIFESTYLES. 17 17 72 1092 0 4455639 4762494 0 128209 136328 46275 116593 4630123 5015415 1942867 2235007 0 1865679 1960203 0 455291 1076991 1052145 4885537 5247355 -255414 -231940 4465855 4241103 126709 101985 4339146 4139118 X UNION MISSION MINISTRIES, INC. IS SET APART BY THE SPIRIT OF GOD TO PREACH THE GOSPEL AND MEET PHYSICAL AND EMOTIONAL NEEDS THROUGHOUT WEST VIRGINIA THROUGH THE PROVISION OF SHELTER, CLOTHING, FOOD, COUNSELING, AND STRUCTURED PROGRAMS FOR THE POOR, THE NEEDY, AND THOSE BOUND AND BRUISED BY ADDICTIVE LIFESTYLES. false false 1342458 1050453 OUTREACH MINISTRIES: OUTREACH MINISTRY IS THE LARGEST FOOD DISTRIBUTION AGENT IN THE STATE OF WEST VIRGINIA DISTRIBUTING FOOD AND CLOTHING IN 24 OF WEST VIRGINIA'S 55 COUNTIES. THIS IS ACCOMPLISHED FROM 38 SEPARATE SITES TOUCHING AN AVERAGE OF 34,943 PEOPLE MONTHLY. OUTREACH ALSO RESPONDS QUICKLY TO PROVIDE EMERGENCY RELIEF FOLLOWING FLOODS OR OTHER DISASTERS. THE GOODS DISTRIBUTED ARE RECEIVED AS GIFTS-IN-KIND FROM BUSINESSES, FOOD RESOURCE PROGRAMS, AND OTHER MINISTRY PROGRAMS. THIS PROGRAM IS 98% VOLUNTEER DRIVEN, RANGING FROM DRIVERS PICKING UP THE FOOD TO VOLUNTEERS REPACKAGING AND DISTRIBUTING THE FOOD AND CLOTHES. 762051 290551 CROSSROADS HOMELESS SHELTER: THIS FACILITY/PROGRAM PROVIDES SERVICES TO HOMELESS MEN EVERY HOUR OF THE DAY, 365 DAYS OF THE YEAR. THIS CHRIST-CENTERED PROGRAM ENVIRONMENT SERVES 3 MEALS DAILY, SHELTER, MOTIVATIONAL AND JOB READINESS COUNSELING, CLOTHING, EMERGENCY TRANSPORTATION, ADVOCACY, REFERRAL, PERMANENT HOUSING PLACEMENT, CHAPEL SERVICES AND LIFE APPLICATION BIBLE STUDIES. SERVING APPROXIMATELY 33 SEPARATE INDIVIDUALS DAILY, A TOTAL OF 292 SEPARATE INDIVIDUALS FOR THE YEAR WERE SERVED. THE GOAL OF CROSSROADS IS TO EQUIP MEN TO RE-ENTER SOCIETY AND NETWORK WITHIN LOCAL CHURCH RELATIONSHIPS. ANNUALLY, 34,984 MEALS ARE SERVED AND 11,898 LODGINGS ARE PROVIDED. 783707 491701 FAMILY SERVICES MINISTRIES:THE FAMILY SERVICES DEPARTMENT IS COMMITTED TO MEETING PHYSICAL, SPIRITUAL & EMOTIONAL NEEDS OF FAMILIES IN CRISIS OR AT-RISK OF BECOMING HOMELESS. FAMILIES FROM A 17 COUNTY RADIUS COME TO US AS A RESULT OF EVICTION, HOUSE FIRE, UNEMPLOYMENT, DOMESTIC VIOLENCE OR POVERTY. PROGRAM SERVICES INCLUDE FOOD, CLOTHING, UTILITY & RENTAL ASSISTANCE, LIFE MANAGEMENT SKILL COUNSELING, ADVOCACY, EMOTIONAL & SPIRITUAL COUNSELING AS WELL AS ASSISTANCE FOR FAMILIES IN EMERGENCY SITUATIONS, SERVING AN AVERAGE OF 479 INDIVIDUALS MONTHLY AND A TOTAL OF 5,743 FAMILIES FOR THE YEAR. THANKSGIVING & CHRISTMAS FOOD BOXES ARE DISTRIBUTED TO 15,851 FAMILIES, THE ADOPT-A-FAMILY FOR CHRISTMAS PROGRAM SERVED 75 FAMILIES, AND TOYS FOR CHILDREN DISTRIBUTED TOYS TO OVER 774 CHILDREN AT CHRISTMAS. 1584363 402301 BROOKSIDE FAMILY LIFE CENTER: THIS IS A RESIDENTIAL PROGRAM FOR YOUNG, AT-RISK AND ABUSED SINGLE MOTHERS AND THEIR CHILDREN. THREE SEPARATE PROGRAMS ARE OFFERED WITHIN THIS STRUCTURE: THE EMERGENCY SHELTER MEETS THE EMERGENCY NEEDS OF HOUSING AND FOOD FOR SINGLE MOTHERS AND THEIR FAMILIES WHO FIND THEMSELVES SUDDENLY HOMELESS. PROGRAM SERVICES OFFERED TO MEET THEIR NEEDS INCLUDE PRIVATE ROOMS, MEALS, CLOTHING AND PERSONAL ITEMS, RESOURCE COUNSELING, CHAPEL SERVICES AND LIFE APPLICATION BIBLE STUDIES. THE LONGTERM PROGRAM ENCOURAGES SINGLE MOTHERS TO STRIVE FOR POSITIVE CHANGE THROUGH A CURRICULUM OF PRACTICAL LIFE MANAGEMENT SKILLS. PROGRAM SERVICES INCLUDE UP TO A 24-MONTH RESIDENCY, PRIVATE ROOMS, CLASSROOM INSTRUCTION IN PARENTING SKILLS, FINANCIAL MANAGEMENT AND BUDGETING, HEALTH AND HYGIENE, RELATIONSHIP DEVELOPMENT, DOMESTIC SKILLS, EDUCATIONAL RESOURCES, CAREER DEVELOPMENT, CHAPEL SERVICES AND LIFE APPLICATION BIBLE STUDIES. THE MATERNITY PROGRAM PROVIDES A REFUGE FOR UNWED MOTHERS-TO-BE IN NEED OF LOVING SUPPORT; TO ENCOURAGE AND ENABLE EACH YOUNG WOMAN TO PROVIDE LIFE FOR THE UNBORN BABY SHE CARRIES. PROGRAM SERVICES INCLUDE SHELTER THROUGHOUT PREGNANCY AND INTO THE CRUCIAL MONTHS FOLLOWING, PRIVATE ROOMS, ACCESS TO LIFE MANAGEMENT SKILLS, TRAINING IN PARENTING, FINANCE, HEALTH, HYGIENE, RELATIONSHIPS, DOMESTIC READINESS, EDUCATIONAL, AND CAREER, CHAPEL SERVICES AND LIFE APPLICATION BIBLE STUDIES. THE DRIVING FORCE BEHIND BROOKSIDE IS TO SHARE THE LOVE OF CHRIST IN EVERY ASPECT WITH THESE HURTING WOMEN AND CHILDREN. BROOKSIDE SERVED 12,801 MEALS AND PROVIDED 6,032 LODGINGS. THRIFT STORE MINISTRY: THE THRIFT STORE ACCEPTS DONATIONS OF NEW AND USED GOODS FROM THE GENERAL PUBLIC FOR DISTRIBUTION TO THE POOR THROUGH THE THRIFT STORE. ITEMS ARE SOLD AT REDUCED PRICES SINCE NEEDY INDIVIDUALS ARE OFTEN UNWILLING TO ACCEPT FREE HANDOUTS. HOWEVER, MORE THAN ONE HALF OF ALL MERCHANDISE IS GIVEN AWAY USING A VOUCHER SYSTEM, WHICH ALLOWS FAMILIES TO MAINTAIN THEIR DIGNITY BY SHOPPING JUST LIKE OTHER CUSTOMERS. FAMILIES SERVED THROUGH THE VOUCHER SYSTEM ARE VICTIMS IN FLOODS, HOUSE FIRES, OR DOMESTIC/FAMILY ABUSE SITUATIONS. THE STAFF SHARES THE GOSPEL THROUGH WITNESS, SCRIPTURE/TRACT DISTRIBUTION AND PERSONAL RELATIONSHIPS. FOUNDATIONS/DISCIPLESHIP PROGRAM: THIS RESIDENTIAL PROGRAM FOR MEN IS DESIGNED TO MEET THOSE SUFFERING FROM ADDICTIONS, INCARCERATION, DOMESTIC DIFFICULTIES, AND EMOTIONAL TRAUMA. WITHIN A CONTROLLED ENVIRONMENT WE PROVIDE EACH WITH PRIVATE LIVING SPACE, MEALS, CLOTHING, PERSONAL ITEMS, RECREATIONAL NEEDS AND CLASSROOM INSTRUCTION. PROGRAM SERVICES INCLUDE PSYCHOLOGICAL TESTING, NOUTHETIC COUNSELING, BIBLE STUDIES/LIFE APPLICATION PRINCIPLES AND WORK THERAPY. THIS PROGRAM IS DESIGNED TO ENABLE INDIVIDUALS TO SUCCESSFULLY RE-ENTER THE COMMUNITY. 1584363 402301 4472579 true true false false false false false false false true true false false true true true true false false false false false false false false false false false true false false false false false false false false false true false false false false false false false false false true 6 0 72 true false false false false false false true 5 false false true false X 17 17 true false false false false false false true true false false true true true true true true true true false WV X GEARRY BAILEY 3049250366 700 SO PARK ROAD CHARLESTON WV 25304 ALVIN CAMPBELL 1.00 X 0 0 0 JAMES CARR 1.00 X 0 0 0 STEVE CORBIN 1.00 X 0 0 0 NANCY HILL 1.00 X 0 0 0 BOBBI HOLLAND 1.00 X X 0 0 0 BILL MORTON 1.00 X 0 0 0 OTIS O'CONNOR 1.00 X X 0 0 0 LISA PACK 1.00 X X 0 0 0 DR MITRI GHAREEB ELECTED 710 1.00 X 0 0 0 PHIL RAINESRESIGNED 1110 1.00 X X 0 0 0 JOSEPH SKAFF 1.00 X X 0 0 0 WILLIAM SMITH 1.00 X X 0 0 0 TROY THORNTON 1.00 X 0 0 0 THOMAS TOLIVER 1.00 X 0 0 0 BUD YOUNG 1.00 X 0 0 0 PATRICK RAWLINGS ELECTED 510 1.00 X 0 0 0 CALVIN SUTPHIN ELECTED 510 1.00 X 0 0 0 DONALD R WHITEMAN 50.00 X 58530 0 36123 58530 36123 false false false 6877 4755617 2730497 4762494 136328 136328 12529 12529 519759 409620 110139 110139 MISCELLANEOUS 6454 6454 6454 5015415 116593 136328 2235007 2235007 94653 31519 31615 31519 1265972 1066452 51360 148160 501915 382430 62047 57438 97663 80992 3968 12703 6430 6430 13156 13156 12763 12763 134292 43278 190 90824 124743 27366 19592 77785 194658 173115 13195 8348 44420 43226 1166 28 3052 3052 129081 77184 44992 6905 56763 46212 8001 2550 CHARITY ASSISTANCE 177002 168073 6000 2929 PROPERTY & EQUIPMENT MAIN 61876 43190 10741 7945 FOOD SERVICE 30470 28768 637 1065 MISCELLANEOUS 24486 11251 12965 270 BANK AND SERVICE CHARGES 20602 9145 11251 206 18351 5371 6364 6616 5247355 4472579 319485 455291 293058 270622 142898 1327 9920 10920 4521402 3312422 1302637 1208980 2717342 2749254 4465855 4241103 126709 101985 126709 101985 X 1526200 1287500 95604 102364 2717342 2749254 4339146 4139118 4465855 4241103 X -231940 31912 X false true true X false X 6950775 5663265 5301758 4455639 4762494 27133931 6950775 5663265 5301758 4455639 4762494 27133931 52627 27081304 149268 161164 145105 128209 136328 720074 45573 33165 17142 13291 6454 115625 27969630 2408637 0.96820 0.96740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false 2717342 103955 135867 2749254 2530910 312937 126505 2717342 2803965 -132015 141040 2530910 1.00000 true false false 361400 361400 3033330 2313189 720141 1086653 961295 125358 40019 37938 2081 1208980 BENEFICIAL INT. IN PERPETUAL TRUST 2749254 2749254 5015415 5247355 -231940 31912 31912 -200028 5542948 86001 31912 117913 5425035 -409620 -409620 5015415 5742976 86001 409620 495621 5247355 5247355 INTENDED USES FOR ENDOWMENT FUNDS SCHEDULE D, PAGE 2, PART V, LINE 4 THE ORGANIZATION'S ENDOWMENT FUND IS FOR UNRESTRICTED, GENERAL PURPOSES USE IN ACCORDANCE WITH THE ORGANIZATION'S MISSION AND PURPOSE. LIABILITY UNDER FIN 48 FOOTNOTE SCHEDULE D, PAGE 3, PART X UNION MISSION'S CURRENT ACCOUNTING POLICY IS TO DISCLOSE LIABILITIES FOR UNCERTAIN TAX POSITIONS WHEN A LIABILITY IS PROBABLE AND ESTIMABLE. MANAGEMENT IS NOT AWARE OF ANY VIOLATION OF ITS TAX STATUS AS AN ORGANIZATION EXEMPT FROM INCOME TAXS, NOR IS IT AWARE OF ANY EXPOSURE TO UNRELATED BUSINESS INCOME TAX. RECONCILIATION OF CHANGES - OTHER SCHEDULE D, PAGE 4, PART XI, LINE 8 CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 31,912 COST OF GOODS SOLD 409,620 COST OF GOODS SOLD -409,620 REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER SCHEDULE D, PAGE 4, PART XII, LINE 2D CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 31,912 REVENUE AMOUNTS INCLUDED ON RETURN - OTHER SCHEDULE D, PAGE 4, PART XII, LINE 4B COST OF GOODS SOLD -409,620 EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER SCHEDULE D, PAGE 4, PART XIII, LINE 2D COST OF GOODS SOLD 409,620 false FOOD, CLOTHING & SUPPLIES 162179 2235007 FMV FOOD & SUPPLIES PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES SCHEDULE I, PAGE 1, PART I, LINE 2 CLIENTS ARE SCREENED ACCORDING TO THEIR NEEDS, EVALUATED AND PROCESSED. X 1565550 COST OR SELLING PRICE X 6 13849 COMPARABLE PROPERTY SALES X 859855 1074790 COST OR SELLING PRICE X 64079 38297 COST OR SELLING PRICE X PAPER PRODUCTS 63991 38011 COST OR SELLING PRICE 5 false false false SUPPLEMENTAL INFORMATION SCHEDULE M, PAGE 2, PART II UNION MISSION RECORDS THE NUMBER OF CONTRIBUTIONS AS A COMBINATION OF ITEMS RECEIVED AND CONTRIBUTIONS RECEIVED. ORGANIZATION'S MISSION FORM 990 - ORGANIZATION'S MISSION UNION MISSION MINISTRIES, INC. IS SET APART BY THE SPIRIT OF GOD TO PREACH THE GOSPEL AND MEET PHYSICAL AND EMOTIONAL NEEDS THROUGHOUT WEST VIRGINIA THROUGH THE PROVISION OF SHELTER, CLOTHING, FOOD, COUNSELING, AND STRUCTURED PROGRAMS FOR THE POOR, THE NEEDY, AND THOSE BOUND AND BRUISED BY ADDICTIVE LIFESTYLES. THIRD ACHIEVEMENT DESCRIPTION FORM 990, PAGE 2, PART III, LINE 4C CHILDREN AT CHRISTMAS. ALL OTHER ACHIEVEMENTS DESCRIPTION FORM 990, PAGE 2, PART III, LINE 4D BROOKSIDE FAMILY LIFE CENTER: THIS IS A RESIDENTIAL PROGRAM FOR YOUNG, AT-RISK AND ABUSED SINGLE MOTHERS AND THEIR CHILDREN. THREE SEPARATE PROGRAMS ARE OFFERED WITHIN THIS STRUCTURE: THE EMERGENCY SHELTER MEETS THE EMERGENCY NEEDS OF HOUSING AND FOOD FOR SINGLE MOTHERS AND THEIR FAMILIES WHO FIND THEMSELVES SUDDENLY HOMELESS. PROGRAM SERVICES OFFERED TO MEET THEIR NEEDS INCLUDE PRIVATE ROOMS, MEALS, CLOTHING AND PERSONAL ITEMS, RESOURCE COUNSELING, CHAPEL SERVICES AND LIFE APPLICATION BIBLE STUDIES. THE LONGTERM PROGRAM ENCOURAGES SINGLE MOTHERS TO STRIVE FOR POSITIVE CHANGE THROUGH A CURRICULUM OF PRACTICAL LIFE MANAGEMENT SKILLS. PROGRAM SERVICES INCLUDE UP TO A 24-MONTH RESIDENCY, PRIVATE ROOMS, CLASSROOM INSTRUCTION IN PARENTING SKILLS, FINANCIAL MANAGEMENT AND BUDGETING, HEALTH AND HYGIENE, RELATIONSHIP DEVELOPMENT, DOMESTIC SKILLS, EDUCATIONAL RESOURCES, CAREER DEVELOPMENT, CHAPEL SERVICES AND LIFE APPLICATION BIBLE STUDIES. THE MATERNITY PROGRAM PROVIDES A REFUGE FOR UNWED MOTHERS-TO-BE IN NEED OF LOVING SUPPORT; TO ENCOURAGE AND ENABLE EACH YOUNG WOMAN TO PROVIDE LIFE FOR THE UNBORN BABY SHE CARRIES. PROGRAM SERVICES INCLUDE SHELTER THROUGHOUT PREGNANCY AND INTO THE CRUCIAL MONTHS FOLLOWING, PRIVATE ROOMS, ACCESS TO LIFE MANAGEMENT SKILLS, TRAINING IN PARENTING, FINANCE, HEALTH, HYGIENE, RELATIONSHIPS, DOMESTIC READINESS, EDUCATIONAL, AND CAREER, CHAPEL SERVICES AND LIFE APPLICATION BIBLE STUDIES. THE DRIVING FORCE BEHIND BROOKSIDE IS TO SHARE THE LOVE OF CHRIST IN EVERY ASPECT WITH THESE HURTING WOMEN AND CHILDREN. BROOKSIDE SERVED 12,801 MEALS AND PROVIDED 6,032 LODGINGS. THRIFT STORE MINISTRY: THE THRIFT STORE ACCEPTS DONATIONS OF NEW AND USED GOODS FROM THE GENERAL PUBLIC FOR DISTRIBUTION TO THE POOR THROUGH THE THRIFT STORE. ITEMS ARE SOLD AT REDUCED PRICES SINCE NEEDY INDIVIDUALS ARE OFTEN UNWILLING TO ACCEPT FREE HANDOUTS. HOWEVER, MORE THAN ONE HALF OF ALL MERCHANDISE IS GIVEN AWAY USING A VOUCHER SYSTEM, WHICH ALLOWS FAMILIES TO MAINTAIN THEIR DIGNITY BY SHOPPING JUST LIKE OTHER CUSTOMERS. FAMILIES SERVED THROUGH THE VOUCHER SYSTEM ARE VICTIMS IN FLOODS, HOUSE FIRES, OR DOMESTIC/FAMILY ABUSE SITUATIONS. THE STAFF SHARES THE GOSPEL THROUGH WITNESS, SCRIPTURE/TRACT DISTRIBUTION AND PERSONAL RELATIONSHIPS. FOUNDATIONS/DISCIPLESHIP PROGRAM: THIS RESIDENTIAL PROGRAM FOR MEN IS DESIGNED TO MEET THOSE SUFFERING FROM ADDICTIONS, INCARCERATION, DOMESTIC DIFFICULTIES, AND EMOTIONAL TRAUMA. WITHIN A CONTROLLED ENVIRONMENT WE PROVIDE EACH WITH PRIVATE LIVING SPACE, MEALS, CLOTHING, PERSONAL ITEMS, RECREATIONAL NEEDS AND CLASSROOM INSTRUCTION. PROGRAM SERVICES INCLUDE PSYCHOLOGICAL TESTING, NOUTHETIC COUNSELING, BIBLE STUDIES/LIFE APPLICATION PRINCIPLES AND WORK THERAPY. THIS PROGRAM IS DESIGNED TO ENABLE INDIVIDUALS TO SUCCESSFULLY RE-ENTER THE COMMUNITY. RELATED PARTY INFORMATION AMONG OFFICERS FORM 990, PAGE 6, PART VI, LINE 2 NANCY HILL EMERY (BUD) YOUNG DIRECTOR ASST. TREAS. SECOND COUSIN ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 FORM 990, PAGE 6, PART VI, LINE 11B THE ASSISTANT TREASURER OF THE BOARD, A CPA, REVIEWED THE FORM 990 PRIOR TO FILING. A COPY OF THE FINAL FORM 990 IS PROVIDED TO THE FULL BOARD. ENFORCEMENT OF CONFLICTS POLICY FORM 990, PAGE 6, PART VI, LINE 12C UNION MISSION REQUIRES ITS BOARD MEMBERS TO CONDUCT BUSINESS ACCORDING TO THE HIGHEST ETHICAL STANDARDS OF CONDUCT. BUSINESS DEALINGS THAT APPEAR TO BE A CONFLICT OF INTEREST ARE UNACCEPTABLE. BOARD MEMBERS MUST DISCLOSE ANY POSSIBLE CONFLICTS OF INTEREST TO THE EXECUTIVE COMMITTEE OF THE BOARD. COMPENSATION PROCESS FOR TOP OFFICIAL FORM 990, PAGE 6, PART VI, LINE 15A THE BOARD OF DIRECTORS ANNUALLY EVALUATES THE CEO'S PERFORMANCE. COMPENSATION OF THE CEO WILL BE DETERMINED AFTER THE COMPLETION OF THE EVALUATION. THE BOARD RECOGNIZES ITS POSITION AS THE EMPLOYER OF THE CEO AND WILL BE RESPONSIBLE FOR A SYSTEMATIC EVALUATION OF THE CEO'S PERFORMANCE. THE EVALUATION WILL PROVIDE A BASIS FOR CONSIDERATION OF THE CEO'S SALARY FOR THE NEXT YEAR. COMPENSATION PROCESS FOR OFFICERS FORM 990, PAGE 6, PART VI, LINE 15B COMPENSATION OF ALL OTHER OFFICERS AND KEY EMPLOYEES IS REVIEWED ON AN ANNUAL BASIS BY THE CEO AND PRESIDENT OF UNION MISSION MINISTRIES, AND BY A BOARD SUBCOMMITTEE. COMPARATIVE DATA SURVEYS OF OTHER LIKE MISSIONS ARE USED IN ANNUAL REVIEWS. GOVERNING DOCUMENTS DISCLOSURE EXPLANATION FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. OTHER CHANGES IN NET ASSETS EXPLANATION FORM 990, PART XI, LINE 5 CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST.