2023-11-15T09:37:15-06:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 901 NORTH GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2022-01-01 520796219 CORPORATION FOR THE RELIEF OF WIDOWS & CHILD OF CLERGY OF PROT EPISC CHURCH CORP 4104671399 4 E UNIVERSITY PARKWAY BALTIMORE MD 212182490 THE REV DAVID WACASTER BOARD PRESIDENT 4104671399 2023-11-14 1 THE REV DAVID WACASTER 999009999 0 ROBERT WILLIAMS P01345960 5712279500 2023-11-14 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z THE REV DAVID WACASTER 4 E UNIVERSITY PARKWAY BALTIMORE MD 212182490 7232517 0 X N/A X 1784 MD PROVIDE ANNUITIES AND GRATUITIES TO WIDOWS & CHILDREN OF THE PROTESTANT EPISCOPAL CHURCH IN MARYLAND. 9 9 4 9 0 0 45537 300 14050 17290 2889564 1313359 5499 5188 2954650 1336137 0 0 598795 0 131844 156885 0 0 0 304140 980054 1034779 1136939 1919871 199198 42755555 35513175 7716216 7723884 35039339 27789291 X THE PURPOSE OF THIS CORPORATION SHALL BE TO PROVIDE A FUND FOR THE RELIEF OF THE SURVIVING SPOUSES, DOMESTIC PARTNERS AND DEPENDENTS OF DECEASED CLERGY OF THE EPISCOPAL CHURCH IN THE STATE OF MARYLAND AND THE DISTRICT OF COLUMBIA. 0 1 691393 17290 PROVIDED ANNUITIES AND GRATUITIES TO SURVIVING SPOUSES, DOMESTIC PARTNERS AND DEPENDENTS OF DECEASED CLERGY OF THE PROTESTANT EPISCOPAL CHURCH IN MD AND DC. ONE HUNDRED AND TWENTY-ONE BENEFICIARIES, TEN DEATH BENEFITS AND SEVENTY-NINE GRATUITIES WERE PAID IN THE CURRENT YEAR. 691393 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 121 0 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X REV JOANNA WHITE 4104671399 4 E UNIVERSITY PARKWAY BALTIMORE MD 212182490 X THE REV CHARLES OSBERGER PRESIDENT 2.00 X X 0 0 0 THE REV DAVID WACASTER VICE PRESIDENT 2.00 X X 0 0 0 THE REV DEREK MILLER SECRETARY/TREASURER 2.00 X X 0 0 0 THE REV KEVIN CROSS BOARD MEMBER, DIOCESE OF EASTON 1.00 X 0 0 0 THE REV MEREDITH HEFFNER BOARD MEMBER, DIOCESE OF WASHINGTON 1.00 X 0 0 0 THE REV GLENNA HUBER BOARD MEMBER, DIOCESE OF WASHINGTON 1.00 X 0 0 0 THE REV LISA BORNT BOARD MEMBER, DIOCESE OF MARYLAND 1.00 X 0 0 0 THE REV F DARCY WILLIAMS BOARD MEMBER (AS OF MAY 2022) 1.00 X 0 0 0 THE REV J JOSEPH HART BOARD MEMBER (AS OF MAY 2022) 1.00 X 0 0 0 THE REV ADELE HATFIELD BOARD MEMBER (THRU MAY 2022) 1.00 X 0 0 0 THE REV JOHN SMITH BOARD MEMBER (THRU MAY 2022) 1.00 X 0 0 0 0 0 0 0 0 0 0 WILMINGTON TRUST ONE LIGHT STREET 14TH FLOOR BALTIMORE MD 21202 INVESTMENT MANAGER 225428 1 300 300 MEMBERSHIP DUES 900099 17290 17290 17290 500175 500175 6709564 5896380 813184 813184 813184 MISCELLANEOUS INCOME 900099 5188 5188 5188 1336137 17290 0 1318547 118932 59466 59466 5504 5504 27342 14526 12816 5107 5107 37615 37615 23728 23728 225428 225428 2585 2585 45067 45067 16500 16500 1683 1683 10047 10047 ANNUITIES AND GRATUTIES 617401 617401 1136939 691393 445546 0 293175 105995 3081092 1954473 70404 71850 39310884 33380857 42755555 35513175 26787 34455 7689429 7689429 7716216 7723884 X 35039339 27789291 35039339 27789291 42755555 35513175 199198 -7449246 0 X 0 1 X 1 0 X 0 PRESENT VALUE OF FUTURE ANNUITY PAYMENTS 7689429 7689429 X -6338537 -7449246 -7449246 1110709 225428 225428 1336137 911511 0 911511 225428 225428 1136939 PART X, LINE 2: THE CORPORATION HAS ANALYZED ITS TAX POSITIONS TAKEN FOR FILINGS WITH THE INTERNAL REVENUE SERVICE AND STATE TAXING AUTHORITIES. AS OF DECEMBER 31, 2022 AND 2021, IT BELIEVES THAT THE TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON ITS FINANCIAL POSITION, CHANGES IN ITS NET ASSETS, OR CASH FLOWS. FORM 990, PART III, LINE 3 THE 2022 BYLAW CHANGE ALLOWED LUTHERAN AND OTHER NON-EPISCOPAL PASTORS SERVING EPISCOPAL CHURCHES TO BECOME MEMBERS OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 4 THE 2022 BYLAW CHANGE ALLOWED LUTHERAN AND OTHER NON-EPISCOPAL PASTORS SERVING EPISCOPAL CHURCHES TO BECOME MEMBERS OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS WHICH CONSIST OF THE CLERGY CANONICALLY RESIDENT IN THE EPISCOPAL DIOCESES OF WASHINGTON, MARYLAND, AND EASTON, AS WELL AS NON-EPISCOPAL CLERGY SERVING EPISCOPAL ORGANIZATIONS OR PARISHES IN CORPORATION DIOCESES. FORM 990, PART VI, SECTION A, LINE 7A AT THE ANNUAL MEETING, MEMBERS OF EACH DIOCESE NOMINATE A MEMBER OF THEIR DIOCESE TO REPRESENT THEM ON THE BOARD. THE ENTIRE MEMBER BODY THEN VOTES ON THESE MEMBERS TO BE A PART OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS WHO ATTEND THE ANNUAL MEETING HAVE VOTING RIGHTS ON THOSE MATTERS COMING BEFORE THE MEETING ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 11B AN ELECTRONIC COPY OF THE FORM 990 IS PROVIDED TO THE MEMBERS OF THE BOARD FOR THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C PRIOR TO BOARD OR COMMITTEE ACTION ON A CONTRACT OR TRANSACTION INVOLVING A CONFLICT OF INTEREST, A DIRECTOR OR COMMITTEE MEMBER HAVING A CONFLICT OF INTEREST AND WHO IS IN ATTENDANCE AT THE MEETING SHALL DISCLOSE ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. SUCH DISCLOSURE SHALL BE REFLECTED IN THE MINUTES OF THE MEETING. A DIRECTOR OR COMMITTEE MEMBER WHO PLANS NOT TO ATTEND A MEETING AT WHICH HE OR SHE HAS REASON TO BELIEVE THAT THE BOARD OR COMMITTEE WILL ACT ON A MATTER IN WHICH THE PERSON HAS A CONFLICT OF INTEREST SHALL DISCLOSE TO THE CHAIR OF THE MEETING ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. THE CHAIR SHALL REPORT THE DISCLOSURE AT THE MEETING AND THE DISCLOSURE SHALL BE REFLECTED IN THE MINUTES OF THE MEETING. A PERSON WHO HAS A CONFLICT OF INTEREST SHALL NOT PARTICIPATE IN OR BE PERMITTED TO HEAR THE BOARD'S OR COMMITTEE'S DISCUSSION OF THE MATTER EXCEPT TO DISCLOSE MATERIAL FACTS AND TO RESPOND TO QUESTIONS. SUCH PERSON SHALL NOT ATTEMPT TO EXERT HIS OR HER PERSONAL INFLUENCE WITH RESPECT TO THE MATTER, EITHER AT OR OUTSIDE THE MEETING. A PERSON WHO HAS A CONFLICT OF INTEREST WITH RESPECT TO A CONTRACT OR TRANSACTION THAT WILL BE VOTED ON AT A MEETING MAY BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM FOR PURPOSES OF THE VOTE. THE PERSON HAVING A CONFLICT OF INTEREST MAY NOT VOTE ON THE CONTRACT OR TRANSACTION AND SHALL NOT BE PRESENT IN THE MEETING ROOM WHEN THE VOTE IS TAKEN, UNLESS THE VOTE IS BY SECRET BALLOT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. EPISCOPAL DIOCESE OF MARYLAND 4 EAST UNIVERSITY PARKWAY BALTIMORE MD 21218 520591545 RELIGIOUS MD 501(C)(3) LINE 1 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0