Board Of Trustees

Officers

Members

Keevy McAlavy, Clerk
Margie Manning, Treasurer
Michael Pohl, Assistant Treasurer
Dani Skrzypek, Financial Secretary
Kate Chambers, Assistant Financial Secretary

Upcoming Events

Wednesday, June 12, 2013

[ View Officers Calendar ]
[ View Officers News Feed ]

Documents

Datesort icon Document Download
04/29/2013 February 2013 Budget report
application/pdf icon2013-04-29-february-2013-budget-report.pdf
04/29/2013 February 2013 Balance sheet
application/pdf icon2013-04-29-february-2013-balance-sheet.pdf
04/29/2013 February 2013 Designated Funds report
application/pdf icon2013-04-29-february-2013-designated-funds-report.pdf
04/29/2013 March 2013 Budget report
application/pdf icon2013-04-29-march-2013-budget-report.pdf
04/29/2013 March 2013 Balance sheet
application/pdf icon2013-04-29-march-2013-balance-sheet.pdf
04/29/2013 March 2013 Designated Funds report
application/pdf icon2013-04-29-march-2013-designated-funds-report.pdf
02/19/2013 January 2013 balance sheet
application/pdf icon2013-02-19-january-2013-balance-sheet.pdf
02/19/2013 January 2013 budget report
application/pdf icon2013-02-19-january-2013-budget-report.pdf
02/19/2013 January 2013 designated funds report
application/pdf icon2013-02-19-january-2013-designated-funds-report.pdf
02/19/2013 December 2012 balance sheet
application/pdf icon2013-02-19-december-2012-balance-sheet.pdf
02/19/2013 December 2012 budget report
application/pdf icon2013-02-19-december-2012-budget-report.pdf
02/19/2013 December 2012 designated funds report
application/pdf icon2013-02-19-december-2012-designated-funds-report.pdf
02/19/2013 Board of Trustees goals and workshop notes
application/pdf icon2013-02-19-board-trustees-goals-and-workshop-notes.pdf
01/06/2013 Board of Trustees minutes 11-14-12
application/pdf icon2013-01-06-board-trustees-minutes-11-14-12.pdf
01/06/2013 Budget report November 2012
application/pdf icon2013-01-06-budget-report-november-2012.pdf
01/06/2013 Balance sheet November 2012
application/pdf icon2013-01-06-balance-sheet-november-2012.pdf
01/06/2013 Designated funds November 2012
application/pdf icon2013-01-06-designated-funds-november-2012.pdf
12/02/2012 Corrected October 2012 balance sheet
application/pdf icon2012-12-02-corrected-october-2012-balance-sheet.pdf
12/02/2012 Corrected September 2012 balance sheet
application/pdf icon2012-12-02-corrected-september-2012-balance-sheet.pdf
12/02/2012 Corrected August 2012 balance sheet
application/pdf icon2012-12-02-corrected-august-2012-balance-sheet.pdf
11/19/2012 October 2012 balance sheet
application/pdf icon2012-11-19-october-2012-balance-sheet.pdf
11/19/2012 October 2012 budget report
application/pdf icon2012-11-19-october-2012-budget-report.pdf
11/19/2012 October 2012 designated funds report
application/pdf icon2012-11-19-october-2012-designated-funds-report.pdf
11/19/2012 BOT minutes 10-10-12
application/pdf icon2012-11-19-bot-minutes-10-10-12.pdf
10/14/2012 September 2012 Balance sheet
application/pdf icon2012-10-14-september-2012-balance-sheet.pdf
10/14/2012 September 2012 Budget report
application/pdf icon2012-10-14-september-2012-budget-report.pdf
10/14/2012 September 2012 Designated funds report
application/pdf icon2012-10-14-september-2012-designated-funds-report.pdf
10/13/2012 August 2012 Balance sheet
application/pdf icon2012-10-13-august-2012-balance-sheet.pdf
10/13/2012 August 2012 Budget report
application/pdf icon2012-10-13-august-2012-budget-report.pdf
10/13/2012 August 2012 Designated funds report
application/pdf icon2012-10-13-august-2012-designated-funds-report.pdf
10/13/2012 September 2012 Board of Trustees minutes
application/pdf icon2012-10-13-september-2012-board-trustees-minutes.pdf
08/20/2012 July 2012 Balance sheet
application/pdf icon2012-08-20-july-2012-balance-sheet.pdf
08/20/2012 July 2012 Budget report
application/pdf icon2012-08-20-july-2012-budget-report.pdf
08/20/2012 July 2012 Designated Funds
application/pdf icon2012-08-20-july-2012-designated-funds.pdf
08/19/2012 June 2012 Balance sheet
application/pdf icon2012-08-19-june-2012-balance-sheet.pdf
08/19/2012 June 2012 Budget report
application/pdf icon2012-08-19-june-2012-budget-report.pdf
08/19/2012 June 2012 Designated Funds
application/pdf icon2012-08-19-june-2012-designated-funds.pdf
08/19/2012 Fiscal 2012-13 Budget
application/pdf icon2012-08-19-fiscal-2012-13-budget.pdf
06/14/2012 May 2012 balance sheet
application/pdf icon2012-06-14-may-2012-balance-sheet.pdf
06/14/2012 May 2012 budget report
application/pdf icon2012-06-14-may-2012-budget-report.pdf
06/14/2012 May 2012 designated funds report
application/pdf icon2012-06-14-may-2012-designated-funds-report.pdf
05/21/2012 Balance Sheet April 2012
application/pdf icon2012-05-21-balance-sheet-april-2012.pdf
05/21/2012 Budget report April 2012
application/pdf icon2012-05-21-budget-report-april-2012.pdf
05/21/2012 Designated funds report April 2012
application/pdf icon2012-05-21-designated-funds-report-april-2012.pdf
05/11/2012 UU St. Pete Organizational Chart
application/pdf icon2012-05-11-uu-st-pete-organizational-chart.pdf
03/01/2012 February 2012 balance sheet
application/pdf icon2012-03-01-february-2012-balance-sheet.pdf
03/01/2012 February 2012 budget report
application/pdf icon2012-03-01-february-2012-budget-report.pdf
03/01/2012 February 2012 designated funds report
application/pdf icon2012-03-01-february-2012-designated-funds-report.pdf
02/12/2012 Conflict management-Recommendations from the UUA
application/pdf icon2012-02-12-conflict-management-recommendations-uua.pdf
02/01/2012 January 2012 balance sheet
application/pdf icon2012-02-01-january-2012-balance-sheet.pdf
02/01/2012 January 2012 budget report
application/pdf icon2012-02-01-january-2012-budget-report.pdf
02/01/2012 January 2012 designated funds report
application/pdf icon2012-02-01-january-2012-designated-funds-report.pdf
01/01/2012 December 2011 balance sheet
application/pdf icon2012-01-01-december-2011-balance-sheet.pdf
01/01/2012 December 2011 budget report
application/pdf icon2012-01-01-december-2011-budget-report.pdf
01/01/2012 December 2011 designated funds report
application/pdf icon2012-01-01-december-2011-designated-funds-report.pdf
12/01/2011 November 2011 balance sheet
application/pdf icon2011-12-01-november-2011-balance-sheet.pdf
12/01/2011 November 2011 budget report
application/pdf icon2011-12-01-november-2011-budget-report.pdf
12/01/2011 November 2011 designated funds report
application/pdf icon2011-12-01-november-2011-designated-funds-report.pdf
11/01/2011 October 2011 balance sheet
application/pdf icon2011-11-01-october-2011-balance-sheet.pdf
11/01/2011 October 2011 budget report
application/pdf icon2011-11-01-october-2011-budget-report.pdf

Endowment Board

The Board of Endowment is comprised of 6 members who oversee assets bequested by past members for purposes to ensure the continuance of our liberal faith. The Board meets quarterly to review the investment portfolio, asset allocation, church business relating to the endowment and the recognition of member-donors whose generosity is and was crucial to UUSP's continuity.  The trustees are elected for three-year terms and report to the congregation at the Annual Meeting.  Financial reports are provided monthly to the Board of Trustees.

Governed by a Trust document created in 1962 and a Statement of Investment Policy, the Endowment Board is charged to act as a fiduciary.  The value of the Endowment is derived from two sources:  bequests made by our members and investment returns garnered from the capital markets.  Our investment goals are threefold: to protect principal, to outpace inflation and to create capital appreciation.

The Endowment Fund has been created by the generosity of members across the decades who believe liberal religion has a place in St. Petersburg.  It is their legacy which we honor and want to endure.  There are several avenues available for members wanting to be a part of this legacy.   Please contact any of the Endowment Board trustees for more information.

Members

Nancy Clark, President
Darren Stowe, Vice President
Alex Bolton-Schultes, Treasurer
Karen Frank, Secretary
Kent Fanning
Mike Manning

Documents

Datesort icon Document Download
05/11/2012 UU St. Pete Organizational Chart
application/pdf icon2012-05-11-uu-st-pete-organizational-chart.pdf
01/12/2009 Endowment Report 12/31/08
application/pdf icon2009-01-12-endowment-report-123108.pdf
01/12/2009 Our Endowment Fund
application/pdf icon2009-01-12-our-endowment-fund.pdf

Board Of Trustees

The Board of Trustees is responsible for conducting the business of the church, including developing a budget and hiring staff members. The Board meets on the second Wednesday of the month at 7:00pm, and occasionally at other times for special meetings. A typical meeting includes a review of the budget, reports from the Minister and the Ministry on Ministry, and discussion and votes on issues such as policies and procedures or major expenditures. All meetings are open to the entire congregation.

The Board is made up of seven members of Unitarian Universalist Church of St. Petersburg. Trustees are elected by the congregation and serve three-year terms. Trustees elect the Board president and vice president annually.

Members

Greg Burton, President (term expires June 2015)
Karen Coale, Member (term expires June 2013)
Jane Fanning, Member (term expires June 2013)
Ian O'Hara, Member (term expires June 2013)
Margie Manning, Member (term expires June 2013)
Eric Mitchell, Member (term expires June 2013)
Dani Skrzypek, Member (term expires June 2013)

Upcoming Events

Wednesday, June 12, 2013

[ View BOT Calendar ]
[ View BOT News Feed ]

Documents

Datesort icon Document Download
04/29/2013 February 2013 Budget report
application/pdf icon2013-04-29-february-2013-budget-report.pdf
04/29/2013 February 2013 Balance sheet
application/pdf icon2013-04-29-february-2013-balance-sheet.pdf
04/29/2013 February 2013 Designated Funds report
application/pdf icon2013-04-29-february-2013-designated-funds-report.pdf
04/29/2013 March 2013 Budget report
application/pdf icon2013-04-29-march-2013-budget-report.pdf
04/29/2013 March 2013 Balance sheet
application/pdf icon2013-04-29-march-2013-balance-sheet.pdf
04/29/2013 March 2013 Designated Funds report
application/pdf icon2013-04-29-march-2013-designated-funds-report.pdf
04/10/2013 BOT Minutes 2013-04-10
application/pdf icon2013-04-10-bot-minutes-2013-04-10.pdf
02/19/2013 January 2013 balance sheet
application/pdf icon2013-02-19-january-2013-balance-sheet.pdf
02/19/2013 January 2013 budget report
application/pdf icon2013-02-19-january-2013-budget-report.pdf
02/19/2013 January 2013 designated funds report
application/pdf icon2013-02-19-january-2013-designated-funds-report.pdf
02/19/2013 December 2012 balance sheet
application/pdf icon2013-02-19-december-2012-balance-sheet.pdf
02/19/2013 December 2012 budget report
application/pdf icon2013-02-19-december-2012-budget-report.pdf
02/19/2013 December 2012 designated funds report
application/pdf icon2013-02-19-december-2012-designated-funds-report.pdf
02/19/2013 Board of Trustees goals and workshop notes
application/pdf icon2013-02-19-board-trustees-goals-and-workshop-notes.pdf
01/06/2013 Board of Trustees minutes 11-14-12
application/pdf icon2013-01-06-board-trustees-minutes-11-14-12.pdf
01/06/2013 Budget report November 2012
application/pdf icon2013-01-06-budget-report-november-2012.pdf
01/06/2013 Balance sheet November 2012
application/pdf icon2013-01-06-balance-sheet-november-2012.pdf
01/06/2013 Designated funds November 2012
application/pdf icon2013-01-06-designated-funds-november-2012.pdf
12/02/2012 Corrected October 2012 balance sheet
application/pdf icon2012-12-02-corrected-october-2012-balance-sheet.pdf
12/02/2012 Corrected September 2012 balance sheet
application/pdf icon2012-12-02-corrected-september-2012-balance-sheet.pdf
12/02/2012 Corrected August 2012 balance sheet
application/pdf icon2012-12-02-corrected-august-2012-balance-sheet.pdf
11/19/2012 October 2012 balance sheet
application/pdf icon2012-11-19-october-2012-balance-sheet.pdf
11/19/2012 October 2012 budget report
application/pdf icon2012-11-19-october-2012-budget-report.pdf
11/19/2012 October 2012 designated funds report
application/pdf icon2012-11-19-october-2012-designated-funds-report.pdf
11/19/2012 BOT minutes 10-10-12
application/pdf icon2012-11-19-bot-minutes-10-10-12.pdf
10/14/2012 September 2012 Balance sheet
application/pdf icon2012-10-14-september-2012-balance-sheet.pdf
10/14/2012 September 2012 Budget report
application/pdf icon2012-10-14-september-2012-budget-report.pdf
10/14/2012 September 2012 Designated funds report
application/pdf icon2012-10-14-september-2012-designated-funds-report.pdf
10/13/2012 August 2012 Balance sheet
application/pdf icon2012-10-13-august-2012-balance-sheet.pdf
10/13/2012 August 2012 Budget report
application/pdf icon2012-10-13-august-2012-budget-report.pdf
10/13/2012 August 2012 Designated funds report
application/pdf icon2012-10-13-august-2012-designated-funds-report.pdf
10/13/2012 September 2012 Board of Trustees minutes
application/pdf icon2012-10-13-september-2012-board-trustees-minutes.pdf
08/20/2012 July 2012 Balance sheet
application/pdf icon2012-08-20-july-2012-balance-sheet.pdf
08/20/2012 July 2012 Budget report
application/pdf icon2012-08-20-july-2012-budget-report.pdf
08/20/2012 July 2012 Designated Funds
application/pdf icon2012-08-20-july-2012-designated-funds.pdf
08/19/2012 June 2012 Balance sheet
application/pdf icon2012-08-19-june-2012-balance-sheet.pdf
08/19/2012 June 2012 Budget report
application/pdf icon2012-08-19-june-2012-budget-report.pdf
08/19/2012 June 2012 Designated Funds
application/pdf icon2012-08-19-june-2012-designated-funds.pdf
08/19/2012 Fiscal 2012-13 Budget
application/pdf icon2012-08-19-fiscal-2012-13-budget.pdf
08/08/2012 BOT Minutes 2012-08-08
application/pdf icon2012-08-08-bot-minutes-2012-08-08.pdf
07/12/2012 BOT Minutes 2012-07-12
application/pdf icon2012-07-12-bot-minutes-2012-07-12.pdf
06/17/2012 BOT Minutes 2012-06-17
application/pdf icon2012-06-17-bot-minutes-2012-06-17.pdf
06/14/2012 May 2012 balance sheet
application/pdf icon2012-06-14-may-2012-balance-sheet.pdf
06/14/2012 May 2012 budget report
application/pdf icon2012-06-14-may-2012-budget-report.pdf
06/14/2012 May 2012 designated funds report
application/pdf icon2012-06-14-may-2012-designated-funds-report.pdf
06/13/2012 BOT Minutes 2012-06-13
application/pdf icon2012-06-13-bot-minutes-2012-06-13.pdf
05/21/2012 Balance Sheet April 2012
application/pdf icon2012-05-21-balance-sheet-april-2012.pdf
05/21/2012 Budget report April 2012
application/pdf icon2012-05-21-budget-report-april-2012.pdf
05/21/2012 Designated funds report April 2012
application/pdf icon2012-05-21-designated-funds-report-april-2012.pdf
05/11/2012 UU St. Pete Organizational Chart
application/pdf icon2012-05-11-uu-st-pete-organizational-chart.pdf
05/09/2012 BOT Minutes 2012-05-09
application/pdf icon2012-05-09-bot-minutes-2012-05-09.pdf
04/22/2012 BOT Minutes 2012-04-22 Special Meeting
application/pdf icon2012-04-22-bot-minutes-2012-04-22-special-meeting.pdf
04/22/2012 Special Meeting Minutes 2012-04-22
application/pdf icon2012-04-22-special-meeting-minutes-2012-04-22.pdf
04/18/2012 2012 Annual Meeting Packet
application/pdf icon2012-04-18-2012-annual-meeting-packet.pdf
04/15/2012 UU St. Pete Budget Scenarios FY 2012-13
application/pdf icon2012-04-15-uu-st-pete-budget-scenarios-fy-2012-13.pdf
04/15/2012 Consulting Ministerial Priorities (draft)
application/pdf icon2012-04-15-consulting-ministerial-priorities-draft.pdf
04/11/2012 BOT Minutes 2012-04-11
application/pdf icon2012-04-11-bot-minutes-2012-04-11.pdf
03/29/2012 BOT Minutes 2012-03-29
application/pdf icon2012-03-29-bot-minutes-2012-03-29.pdf
03/14/2012 BOT Minutes 2012-03-14
application/pdf icon2012-03-14-bot-minutes-2012-03-14.pdf
03/01/2012 February 2012 balance sheet
application/pdf icon2012-03-01-february-2012-balance-sheet.pdf
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