SAINT MICHAEL AND ALL ANGELS FOUNDATION OF DALLAS: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
SAINT MICHAEL AND ALL ANGELS FOUNDATION OF DALLAS (EIN 75-6027160)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-08
IRS object ID
202423139349303167
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-08T13:26:53+00:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN363990892PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Capin Crouse LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15605 N MacArthur Blvd Suite 210AddressLine1Txt
CityIrvingCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75038ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN756027160EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1All Angels FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlALLABusinessNameControlTxt
Phone2143653555PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18011 Douglas AvenueAddressLine1Txt
CityDallasCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75225ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEric ConnerPersonNm
Person TitlePresidentPersonTitleTxt
Signature2024-11-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLuke BurnettPreparerPersonNm
PTINP01079018PTIN
Phone5055022746PhoneNum
Preparation2024-11-08PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name ChangeYes (X)NameChangeInd

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1Eric ConnerBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line18011 Douglas AvenueAddressLine1Txt
CityDallasCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75225ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$548,350GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.saintmichael.org/the-foundationWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1953FormationYr
Legal Domicile StateTXLegalDomicileStateCd
Activity Or MissionTo support the mission and programs of St. Michael and All Angels Episcopal ChurchActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee1TotalEmployeeCnt
Total Volunteers16TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$106,425PYContributionsGrantsAmt
CY Contributions Grants$152,487CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$36,839PYInvestmentIncomeAmt
CY Investment Income-$6,038CYInvestmentIncomeAmt
PY Other Revenue$150PYOtherRevenueAmt
CY Other Revenue$5,670CYOtherRevenueAmt
PY Total Revenue$143,414PYTotalRevenueAmt
CY Total Revenue$152,119CYTotalRevenueAmt
PY Grants And Similar Paid$213,040PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$219,223CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$10,134PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$7,175CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$13,422CYTotalFundraisingExpenseAmt
PY Other Expenses$65,576PYOtherExpensesAmt
CY Other Expenses$30,783CYOtherExpensesAmt
PY Total Expenses$288,750PYTotalExpensesAmt
CY Total Expenses$257,181CYTotalExpensesAmt
PY Revenues Less Expenses-$145,336PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$105,062CYRevenuesLessExpensesAmt
Total Assets BOY$26,413,011TotalAssetsBOYAmt
Total Assets EOY$47,369,799TotalAssetsEOYAmt
Total Liabilities BOY$23,429,399TotalLiabilitiesBOYAmt
Total Liabilities EOY$44,265,804TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,983,612NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,103,995NetAssetsOrFundBalancesEOYAmt
MissionTo support the mission and programs of St. Michael and All Angels Episcopal Church.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$219,223ExpenseAmt
Grant$219,223GrantAmt
DescThe All Angels Foundation transforms lives through acts of love including discipleship, sustainability, and healing gifts that support Saint Michael & All Angels Episcopal Church and the greater community.Desc
Total Program Service Expenses$219,223TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document4IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee1EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesfalseMinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Grady SchleierBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2143653555PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18011 Douglas AvenueAddressLine1Txt
CityDallasCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75225ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Laurence Galvin
Treasurer / Trustee2.5Yes (X)Yes (X)$0$0$0
Stewart Thomas
President / Trustee3.0Yes (X)Yes (X)$0$0$0
Allen Lassiter
Trustee1.0Yes (X)$0$0$0
David Martin
Trustee1.0Yes (X)$0$0$0
Elizabeth Thompson
Trustee1.0Yes (X)$0$0$0
Eric Conner
Trustee1.0Yes (X)$0$0$0
Grady Schleier
Trustee1.0Yes (X)$0$0$0
Harriet Cousins
Trustee1.0Yes (X)$0$0$0
Joe Colonnetta
Trustee1.0Yes (X)$0$0$0
Katherine Blachly
Trustee1.0Yes (X)$0$0$0
Mary Abrams
Trustee1.0Yes (X)$0$0$0
Matt Waller
Trustee1.0Yes (X)$0$0$0
Nita Clark
Trustee1.0Yes (X)$0$0$0
Stacey Malcolmson
Trustee1.0Yes (X)$0$0$0
Tony Briggle
Trustee1.0Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Related Organizations$100,965RelatedOrganizationsAmt
All Other Contributions$51,522AllOtherContributionsAmt
Total Contributions$152,487TotalContributionsAmt

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$126,626TotalRevenueColumnAmt
Exclusion$126,626ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,670TotalRevenueColumnAmt
Exclusion$5,670ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$263,567SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$396,231SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$132,664SecuritiesAmt
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$132,664TotalRevenueColumnAmt
Exclusion-$132,664ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$152,119TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$368ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$219,223TotalAmt
Program Services$219,223ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$7,175TotalAmt
Management And General$7,175ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$972TotalAmt
Management And General$972ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$2,409TotalAmt
Management And General$2,409ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$7,446TotalAmt
Management And General$7,446ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$13,422TotalAmt
Fundraising$13,422FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$159TotalAmt
Management And General$159ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$75TotalAmt
Management And General$75ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$6,300TotalAmt
Management And General$6,300ManagementAndGeneralAmt

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$257,181TotalAmt
Program Services$219,223ProgramServicesAmt
Management And General$24,536ManagementAndGeneralAmt
Fundraising$13,422FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$123,293BOYAmt
EOY$261,354EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$18,900LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$9,450LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$15,750BOYAmt
EOY$9,450EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$13,063,366BOYAmt
EOY$38,429,324EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$13,210,602BOYAmt
EOY$8,669,671EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$26,413,011BOYAmt
EOY$47,369,799EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$20,800BOYAmt
EOY$66,890EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$23,408,599BOYAmt
EOY$44,198,914EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$23,429,399BOYAmt
EOY$44,265,804EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,507,114BOYAmt
EOY$2,585,730EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$476,498BOYAmt
EOY$518,265EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,983,612BOYAmt
EOY$3,103,995EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$26,413,011BOYAmt
EOY$47,369,799EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$105,062ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$225,445NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1Saint Michael & All Angels Episcopal ChurchBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN750800676EIN
Organization Type1OrganizationTypeCd
Governing Document ListedYes (true)GoverningDocumentListedInd
Support$0SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$0SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (true)ListedByNameGoverningDocInd
Suprt Org No IRS DeterminationfalseSuprtOrgNoIRSDeterminationInd
Supported Org Section C456falseSupportedOrgSectionC456Ind
Supported Org Not Organized USfalseSupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgfalseOrganizationChangeSuprtOrgInd
Support Non Supported OrgYes (true)SupportNonSupportedOrgInd
Payment Substantial ContribtrfalsePaymentSubstantialContribtrInd
Loan Disqualified PersonfalseLoanDisqualifiedPersonInd
Controlled Disqualified PrsnfalseControlledDisqualifiedPrsnInd
Disqualified Prsn Controll IntfalseDisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr IntfalseDisqualifiedPrsnOwnrIntInd
Excess Business Holdings RulesfalseExcessBusinessHoldingsRulesInd
Contribution ControllerfalseContributionControllerInd
Contribution FamilyfalseContributionFamilyInd
Contribution35 ControlledfalseContribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (true)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt OrgYes (true)OperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule A, Part IV, Section A, Line 6 Support to other supported orgsIn accordance with the Articles of Incorporation, the purpose for which the organization is formed is to encourage and assist the Parish of Saint Michael and All Angels of Dallas, Texas, a Protestant Episcopal Church. The Articles allow for the organization to serve the Parish, its Rector, committees, and all religious, charitable and educational activities and institutions in which it or they or any of them may be interested, in the furtherance and development of religious, charitable and educational activities in the State of Texas, of the Protestant Episcopal Church. Furthermore, the Articles allow for the organization to serve any and all other institutions, trusts and bodies, corporate or incorporated, and whether connected with the Protestant Episcopal Church or not, which are of a religious, educational and charitable purpose.
Schedule A, Part IV, Section B, Line 2 Benefit Of Supp. Org. Other Than The One Operating The Org.See explanation for Schedule A, Part IV, Section A, Line 6.

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$476,498BeginningYearBalanceAmt
Contributions$8,830ContributionsAmt
Investment Earnings Or Losses$27,014InvestmentEarningsOrLossesAmt
Other Expenditures$10,215OtherExpendituresAmt
End Year Balance$502,127EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$812,269BeginningYearBalanceAmt
Contributions$5,809ContributionsAmt
Investment Earnings Or Losses-$126,449InvestmentEarningsOrLossesAmt
Other Expenditures$80,000OtherExpendituresAmt
Administrative Expenses$135,131AdministrativeExpensesAmt
End Year Balance$476,498EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$740,985BeginningYearBalanceAmt
Contributions$19,850ContributionsAmt
Investment Earnings Or Losses$76,553InvestmentEarningsOrLossesAmt
Administrative Expenses$25,119AdministrativeExpensesAmt
End Year Balance$812,269EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$723,195BeginningYearBalanceAmt
Contributions$14,307ContributionsAmt
Investment Earnings Or Losses$65,695InvestmentEarningsOrLossesAmt
Grants Or Scholarships$8,611GrantsOrScholarshipsAmt
Administrative Expenses$53,601AdministrativeExpensesAmt
End Year Balance$740,985EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$0BeginningYearBalanceAmt
Contributions$723,195ContributionsAmt
End Year Balance$723,195EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.0BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY1.0PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.0TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$18,900OtherCostOrOtherBasisAmt
Depreciation$9,450DepreciationAmt
Book Value$9,450BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$9,450TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescCorporate BondsDesc
Book Value$8,669,671BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$8,669,671TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescFunds held for othersDesc
Amt$44,198,914Amt
FieldValueIRS element (for citing)
Total Liability$44,198,914TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$370,118TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$225,445NetUnrealizedGainsInvstAmt
Other Revenue$0OtherRevenueAmt
Revenue Not Reported$225,445RevenueNotReportedAmt
Revenue Subtotal$144,673RevenueSubtotalAmt
Investment Expenses Not Incld$7,446InvestmentExpensesNotIncldAmt
Other Revenues Not Included$0OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$7,446RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$152,119TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$249,735TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$0OtherExpensesIncludedAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$249,735ExpensesSubtotalAmt
Investment Expenses Not Incld2$7,446InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$0OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$7,446ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$257,181TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule D, Part V, Line 4 Intended uses of endowment fundsFormAndLineReferenceDesc
ExplanationScholarships and educational programs.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
Vickery Meadow Learning Center (dba Literacy Achieves)
PO BOX 150390DallasTX75315752708992501(c)(3)$27,500Program Support
Jubilee Park & Community Center
917 Bank StreetDallasTX75223752726296501(c)(3)$11,723Program Support
Elevate North Texas
1721 Wofford LnPlanoTX75074853059464501(c)(3)$30,000Program Support
United to Learn
3000 Pegasus Park DrDallasTX75247822121965501(c)(3)$30,000Program SupportSte 940
1st Prebyterian Stewpot
1835 Young StDallasTX75201750871727501(c)(3)$40,000Program Support
Anglican Communion Compass Rose Society Inc
1225 Texas AveHoustonTX77002311721705501(c)(3)$40,000Program Support
Housing Forward
2816 SWISS AVENUEDallasTX75204752461679501(c)(3)$40,000Program Support
FieldValueIRS element (for citing)
Total501c3 Org7Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant funds.FormAndLineReferenceDesc
ExplanationFor community grants, the Foundation receives periodic reports to ensure that grant funds are used as stated in the grant application. Additionally, the Foundation and the related Church play an active role in volunteering in several organizations that receive grants and are able to verify the programs first-hand. Grants are also made directly to Saint Michael and All Angels Episcopal Church. Foundation trustees receive reports on a periodic basis from the church on the use of the grant funds. The Foundation and the Church share bookkeeping services for additional monitoring.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 15The organization does not compensate any officers or key employees. Therefore, these lines were answered no in accordance with the instructions.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing bodyPer the organization's bylaws, new trustees are nominated by a Nominating Committee, which is composed of five members of the board of trustees and three communicants in good standing of the St. Michael and All Angels Episcopal Church (Church), a related organization, appointed by the Vestry of the Church. Trustees shall be elected by the affirmative vote of a majority of the communicants of the Church present and voting at a properly called annual meeting of the communicants of the Church.
Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing bodyThe organization has no committees with authority to act on behalf of the governing body. Therefore, this line was answered no in accordance with the instructions.
Form 990, Part VI, Line 11b Review of form 990 by governing bodyForm 990 is prepared by an independent CPA firm and reviewed in detail by the organization's top management. The reviewed Form 990 is then provided to the board of directors prior to filing with the IRS.
Form 990, Part VI, Line 12c Conflict of interest policyThe organization requires all officers and board members to complete and sign a conflict of interest questionnaire. The President is responsible for reviewing the signed statements and ensuring that interested persons are in compliance with the conflict of interest policy. Should any potential conflicts of interest be disclosed, the board member or officer would refrain from participation in any deliberation or decision with regard to matters affected by the relationship. This process has previously been done bi-annually, but the organization will begin implementation of the conflict of interest questionnaire annually moving forward.
Form 990, Part VI, Line 19 Required documents available to the publicGoverning documents, conflict of interest policy and financial statements are available to the public upon request at the Foundation's office.
Part V, Line 2aAll Angels Foundation (AAF) does not file any W-2s as all employees are outsourced from a professional employment organization (PEO). The number reported on this line represents the number of employees the filing organizations leased from the PEO. AAF reimburses the professional employment organization for the employees' compensation and the reimbursements are reported on 990 Part VII, Section A and 990 Part IX, Lines 5 - 10.
Part V, Line 2aStaff are compensated by a related organization, St. Michael All Angels Episcopal Church (SMAAEC). SMAAEC files all required payroll information returns as required by the IRS. As such, due to common paymaster rules as instructed by the IRS, the number of employees reported represent the number of employees who work for the filing organization but are compensated by a related organization.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1Saint Michael and All Angels Episcopal ChurchBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line18011 Douglas AvenueAddressLine1Txt
CityDallasCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75225ZIPCd
FieldValueIRS element (for citing)
EIN750800676EIN
Primary ActivitiesChurchPrimaryActivitiesTxt
Legal Domicile StateTXLegalDomicileStateCd
Exempt Code Section501(c)(3)ExemptCodeSectionTxt
Public Charity Status1PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

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