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 Notes:

1.            This will eventually be a chapter in my D. Min dissertation provisionally titled “Caste, Class, Power and Privilege in Unitarianism.

2.            The poor of India have been invoked in a number of ways in Unitarian Universalist literature both on-line and in printed form. Examples are highlighted in this paper. 

3.            Raja Mylvaganam, “Caste and Class in Boston And Calcutta,” (Winter 1989). May Memorial Unitarian Society, Syracuse, New York.

4.            Olivia Holmes, “RE:,”13 December 2000 <OHolmes@uua.org>

5.            GuideStar, a project of Philanthropic Research, Inc., provides complete data on non-profit organizations that file Form 990 with the Department of the Treasury, Internal Revenue Service. They can be reached at  <http://www.guidestar.com>

6.            Chuck Shepherd, “Church Heirs Settle Odd Estate Dispute,” News of the Weird (October 1996). Available [Online]: < http://www.positiveatheism.org/writ/apocolypsa.htm > [7 January 2001].  

7.            Mr. Stuart Ditzen, reporter for the Philadelphia Inquirer, was the primary source for the news stories on the Holdeen Funds that have been carried by various news organizations since 1977.

8.            L. Stuart Ditzen, “Quiet Finish To A No-Tax Dream,” Philadelphia Inquirer. 11 October 1996. sec. LOCAL, edition: SF, p. AO1. Available [Online] <http://www.newslibrary.com/deliverccdoc.asp?SMH=381310> [10 January 2001].

9.            Estate of Jonathan Holdeen v. Commissioner of Internal Revenue, memo 1975-29.”  (U.S. Tax Ct. 1975),  filed, 19 February 1975[Federal and State Case Law]; Available [Online]: http://www.lexis.com/research/retrieve [11 January 2001].

10.        Charity Search (2001). Available [Online]: < http://www.guidestar.com > [13 January 2001].

11.        A major portion of the sources for this paper is made up of UUA postings on the Internet, making it possible to include, “By their web pages” to the list of “Ye shall know them” aphorisms.

12.        Charity Search, (2001).  Available [Online]: < http://www.guidestar.com > [21 January 2001].

13.        Finding of Fact,” “Estate of Jonathan Holdeen v. Commissioner of Internal Revenue, memo 1975-29.  (U.S. Tax Ct. 1975),  filed, 19 February 1975[Federal and State Case Law]; Available [Online]: http://www.lexis.com/research/retrieve > [11 January 2001].

14.        Research students are told that the New York Times obituary column is a must to find information on their subjects, and one should be surprised if no mention is made of the subject under study.

19.        Ibid. A collection of essays by Stephen Holden, Jonathan Holden and Audrey Holden Naylor entitled The Futurite Cult: the future life, life for many or for few nationalized thrift war and the schools and other papers. 2nd. ed.  (Cooperstown: Otsego, 1931) is cited as the source for the passage. 

26.        Charitable Beneficiaries,” “Estate of Jonathan Holdeen v. Commissioner of Internal Revenue, memo 1975-29.”  (U.S. Tax Ct. 1975),  filed, 19 February 1975[Federal and State Case Law]; Available [Online]: http://www.lexis.com/research/retrieve > [11 January 2001]. The other nominal beneficiaries were Hartwick College; West Virginia Wesleyan College and Talladega College.

29.        Ibid. Computations will demonstrate that if a single cent could be kept invested at four- percent interest for 1000 years it would become a thousand trillion dollars.

30.        Stephen Holden, The Cult of the clan:  (Cooperstown: Otsego, 1930); Stephen Holden, The Holdens of Hartwick (Cooperstown: Ostego, 1932). 

36.        L. Stuart Ditzen, "Dream To End Taxes Now a Nightmare Lawyer Wanted To Use Income From Trust Fund To Run Pennsylvania; Church Fights for Money," Pittsburgh Post-Gazette. 1 March 1994. sec. State, p. B4. Available [Online]: < http://www.newslibrary.com > [11 January 2001]. 

38.        Ditzen, “Dream To End….”

40.        "Opinion, " Holdeen.

41.        General Facts Concerning The Trusts.” Holdeen.

42.        Ditzen, “Dream To End….” 

64.        GuideStar Pages – Holdeen Fund,” Forms 990-PF, Return of Private Foundation. Department of the Treasury, Internal Revenue Service. 1999 for Holdeen Funds 45-10; 50-10; 46-10; 47-10; 54-120; and 55-10.  (19 May 2000) Available [Online]: < http://www.guidestar.com > [11 January 2001].

65.        GuideStar Pages – Holdeen. 

67.        "About the Holdeen India Program." Holdeen India Program. Available [Online]: http://www.uua.org/international/holdeen/about.html  >  [22 November 2000].

69.        When the dowry (inducement to marry) by the bride’s relatives are not paid as negotiated the dispute is sometimes resolved by killing the unfortunate bride usually by ‘accidents’ in the kitchen.

71.        Kathy Sreedhar, "No subject," 22 November 2000. <Holdeen@aol.com> 

72.        Holdeen India Program Main Page” Holdeen India Program. Available [Online]:  http://www.uua.org/international/holdeen/news.html  >[22 November 2000]. 

73.        UUA President Visits Holdeen Partners In India, Offers Aid,” UUs & the News. (16 February 2001). http://www.uua.org/news/india [27 April 2001] Buehrens fails to notice the fact that the expenditure in India from Holdeen Trust Funds is miniscule compare to the $21 million that the UUA received in 1996 from these Funds and the subsequent annual receipts in excess of $1 million that has been received by the UUA.

74.        In one instance the Rev. Jill McAllister, the Rev. John Gibbons, and six lay persons of the UUA traveled to India to represent the UUA at a gathering. "In the Khasi Hills of India, in February, nearly 10,000 members of the Unitarian Union of Northeast India will hold their100th annual meeting".[1] (One can only hope that the $10,000 gift to the Khasi Unitarians referred to above was not utilized to pay for the trip led by the Reverends Gibbons and McAllister). Dr. William F. Schulz, former President of the UUA, "spent February 1992 in India in consultation with the Holdeen India Fund, a fund dedicated to ending communal violence and to the political and economic empowerment of women, bonded laborers and others."[1] The Rev. Olivia Holmes, another UU visitor to India, described the Holdeen trust income as "designated for use in India for maternity, child welfare, education and migration expenses, and other uses".[1] The Reverend Holmes shares her "inspirational" trip replete with photographs on one of the many web sites devoted to the HIP.

75.        General Facts Concerning the Trusts,” Holdeen.

76.        "From John BuehrensAddress to GA.” Available [Online]:  <http://www.pbat.com/uunews2/messages/128.html > [15 January 2001]. 

77.        Minutes, UUA Board of Trustees Meeting, January 22-23, 2000,” 10 May 2000. Available [Online]:  http://www.uua.org/TRUS/minutes1-00.html [7 January 2000]. 

78.        A special vote was taken to "authorize the expenditure of $10,000 from the Holdeen reserves for the purpose of making a one time, special gift to the Unitarian Union of Northeast India, in the Khasi Hills, in recognition of their 100th Anniversary".

79.        UUA Office of International Relations,” (3 October 2000). Available [Online] http://www.uua.org/international [13 December 2000].

80.        Polly Guild, The Reverend, “Introducing ICUU,” (2 March 2001). Available [Online]: www.uua/org/icuu-intro.html [13 January 2001].

81.        "Executive Committee, ICUU Offices.” Available [Online]: <http://www.uua.org/icuu/officers.html > [13 January 2001] In the face of this expropriation of the Holdeen funds I suspect the people of India may have settled for a ‘beneficent imperialism’.

83.        UU Partner Church Council,” (27 April 2000). Available [Online]: < http://www.uua.org/uupcc/. > [13 January 2001]

84.        UUA Office of International Relations,” (3 October 2000). Available [Online]: www.uua.org/international/  [13 December 2000]

85.        "Trustees, Religions for Peace,”(N.D.) Available [Online]: < http://www.wcrp.org/profile/trustees.html ]: [14 January 2001].

86.        "Honorary Presidents, Religions for Peace," (N.D.). Available [Online]: http://www.wcrp.org/profile/hp.html [14 January 2001].

87.        Governing Board, Religions for Peace,” (N.D.) Available [Online]: http://www.wcrp.org/profile/GB.html  [14 January 2001].

88.        Secretariat, Religions for Peace” (N.D.). Available [Online]: <http://ww.wcrp.org/profile/secreteriat.html >[14 January 2001].

90.        Our Interfaith Challenge,” International Association for Religious Freedom. (N.D.). Available [Online]: < http://www.geocities.com/~iarf/cpwr99.html > [14 January 2001].

91.        Minutes, January 22-23 2000.

92.        Lawrence Ladd, "41 Mount Vernon ", Financial Advisor's Report to the 1998 UUA General Assembly, Rochester, New York. Available: [Online]: http://www.uua.org/ga/ga98/financial_report.html [7 January 2001]. 

93.        Lawrence Ladd, "41 Mount Vernon ", Financial Advisor's Report to the 1998 UUA General Assembly, Rochester, New York. 27 June 1998. Available [Online]: http://www.uua.org/ga/ga98/financial_report.html  [7 January 2001].  

94.        GuideStar Pages,” Available [Online]: < www.guidestar.com > [13 January 2001].

95.        GuideStar Pages.

96.        Minutes, UUA Board of Trustees Meeting.” (October 1998) Available [Online]: http://www.uua.org/TRUS/minutes 10-98.html [22 January 2001].

98.        Minutes, UUA Board of Trustees, October 1998 Meeting,” Available [Online]: http://www.uua.org/TRUS/minutes 10-98. html [22 January 2001].

99.        Minutes, UUA board of Trustees, January 1999 Meeting,” Available [Online]: http://www.uua.org/TRUS/minutes 1-99. html [22 January 2001].

100.    Minutes, UUA Board of Trustees Meeting, January 22-23, 2000.

101.    Ditzen, “Quiet Finish….”

102.    Administration of the Trusts,” Holdeen. We can guess with some certainty his response to these extravagances, given the retort he gave to the Massachusetts Legislature when they tried to expropriate Benjamin Franklin's trusts.