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  • About
    • About UUCEF
    • Team
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  • Investing
    • Investing Overview
    • What Is the UUCEF?
    • Why Invest in the UUCEF?
    • How the Fund Works
    • How to Invest
    • Investment Objectives
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    • Managing Investment Risk
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Audited Financial Reports

  • Monthly Performance Reports
  • Performance
  • Holdings & Community Investments
  • Forms and Online Statements
  • Investment Committee Reports
  • Socially Responsible Investing Committee Reports
  • Audited Financial Reports
  • Resources
  • Online Access

Audited Financial Statements

Fiscal Year 2024

Fiscal Year 2023

Fiscal Year 2022

Fiscal Year 2021

Fiscal Year 2020

Fiscal Year 2019

Fiscal Year 2018

Fiscal Year 2017

Fiscal Year 2016

Fiscal Year 2015

Fiscal Year 2014

Previous Fiscal Years

Essential Reading

Investment Information Memorandum & Operating Agreement
[PDF, 94 pages]

Audited Financial Statements Fiscal Year 2024
[PDF, 18 pages]

Subscription Agreement
[PDF, 11 pages]

UUCEF, LLC By-laws
[PDF, 4 pages]

Unitarian Universalist Association

24 Farnsworth St. | Boston, MA 02210
(617) 742-2100 | responsibleinvesting@uua.org

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