SEALED PETITION FOR TRANSPARENCY UNITED EFFORT PLAN TRUST

PETITION FOR TRANSPARENCY
We, the undersigned beneficiaries of the United Effort Plan established in 1942, and beneficiaries as per section 4.2 of the Reformed United Effort Plan document, adopted by the court in 2006 for the current control and management of the United Effort Plan assets (“Trust”), in an effort to address or dispel a perception of inequity and favoritism by Trust management that is widespread among the Trust’s beneficiary class, respectfully petition the Court to require:
1. The Trust management to add email subscription to its website, and to post on its website for the benefit of the beneficiary class a
detailed accounting of all past and future Trust property distributions, including commercial sales and leases. Specifically, the accounting should set forth:

a. Legal description of the property or assets, street address, square footage, number of bedrooms, number of bathrooms, year constructed, assessed value, general condition.
b. Names of recipients who received the property, lease, or asset distribution, including number of occupants if known and if applicable. If recipient is an organization or entity, names of all owners of said organization or entity.
c. Prices, terms, conditions, nature of transaction (sale, distribution, or lease).
d. Names of non-beneficiary individuals, as well as organizations and entities, including all owners or key individuals involved, to whom properties were sold or leased, the terms thereof, and whether such properties were publicly announced as available beforehand.
e. Details and justification for decision-making as well as status of recipient (beneficiary, or non-beneficiary).
f. Amount of property taxes due on these properties up through 2017, and how much the recipients paid. If less was paid, details of any special arrangement made, and justification for said arrangement.
2. The Trust management to post on its website a list of names of requestors, who have not yet received a final decision on their request.
3. The Trust management to post future plans for parks, commercial development, housing development, medical buildings, educational projects, banking activities, revenue generating projects, or other activities beyond property management and distribution.

4. The Trust management to post on its website a detailed accounting of all past and future Trust financial records, including all income, expenses records. Specifically, the accounting should set forth:
a. Itemized income from any all sources including but not limited to: asset sales, distributions, occupancy fees, property leases, loans, and property tax payments.
b. Itemized expenses including but not limited to: management including name and title, professional services and consulting including name of organization, individuals involved, and description of services performed; office rent, utilities, property tax payments, accounting fees, and legal fees including names of individuals, firms, and reasons such legal services were required.
c. Name of individual or entity that lent money to the Trust to pay the delinquent taxes, and terms of that loan.
5. The Trust to post on its website the criteria used for making decisions for the distributions of Trust property to both Trust participants and non-trust participants, including the factors for determining a Trust participant’s level of trust participation for purposes of distributions.
6. The Trust to post on its website all past and future Trust board meeting minutes as per section 5.1.10 of the Trust, including minutes of meetings at which appointments of new or replacement board members is discussed.
7. The Trust to post on its website, by email subscription, and in the post office the date and address of quarterly hearings before this Court so that members of the beneficiary class may address the Court regarding any individual grievances not adequately addressed by the Trust.

We, the undersigned members of the UEP Trust’s beneficiary class, request that the Court maintain our signatures and contact information on the following Petition for Transparency Signature Pages under seal and order that our information and the following Petition for Transparency Signature Pages on which our information appears not be disclosed to the Trust, its Board of Trustees or its employees. We agree that the Petition for Transparency Signature Pages may be disclosed only to Zachary T. Shields as legal counsel for the Trust; provided that he is ordered not to further release our names, contact information or the Petition for Transparency Signature Pages to the Trust, or any other person or entity.
We, the undersigned, request the Original Interested Parties (consisting of Richard Jessop Ream, Walter Scott Fischer, Don Ronald Fischer, Thomas Samuel Steed, Richard Gilbert, Dean Joseph Barlow, and Brent Jeffs) in the Trust case before this Court to file and address this Petition for Transparency with the Court, consistent with their previous efforts in relation to the Trust.
The Original Interested Parties, consistent with their previous efforts in relation to the Trust, have agreed to file and address this Petition for Transparency with the Court, through their legal counsel, on their behalf.
Finally, we, the undersigned, each understand and acknowledge that the Original Interested Parties are represented by legal counsel in the Trust case before this Court and that their legal counsel will be filing the Petition for Transparency on their behalf. We each further understand, acknowledge and state that we are not, and will not be, represented by the Original Interested Parties’ legal counsel in relation to this Petition for Transparency.