2021-11-09T10:19:41-06:00 2020-12-31 363990892 Capin Crouse LLP 5605 N MacArthur Blvd Suite 210 Irving TX 75038 990 2020-01-01 756027160 Saint Michael and All Angels Foundation SAIN 2143653555 8011 Douglas Avenue Dallas TX 75225 Stewart Thomas President 2143653555 2021-11-09 1 Stewart Thomas 999009999 Luke Burnett P01079018 5055022746 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z Stewart Thomas 8011 Douglas Avenue Dallas TX 75225 394486 0 X www.saintmichael.org/the-foundation X 1953 TX To support the mission and programs of St. Michael and All Angels Episcopal Church 14 14 0 14 0 0 326823 48949 0 0 1124981 299146 2471 6226 1454275 354321 109183 210000 0 0 0 0 0 0 5000 42162 37248 151345 247248 1302930 107073 10881356 13079509 0 9864964 10881356 3214545 To support the mission and programs of St. Michael and All Angels Episcopal Church 0 0 210000 210000 0 The Saint Michael and 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. 210000 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 1 0 1 0 0 0 1 1 0 1 0 0 0 0 0 X Laurence Galvin 2143653555 8011 Douglas Avenue Dallas TX 75225 X Stewart Thomas President / Trustee 3.00 X X 0 0 0 Laurence Galvin Treasurer / Trustee 2.50 X X 0 0 0 Peggy Carr Trustee 1.00 X 0 0 0 Dare Gillette Trustee 1.00 X 0 0 0 David Martin Trustee 1.00 X 0 0 0 Tamara O'Connor Trustee 1.00 X 0 0 0 Harriet Cousins Trustee 1.00 X 0 0 0 Allen Lassiter Trustee 1.00 X 0 0 0 Matt Waller Trustee 1.00 X 0 0 0 Katherine Blachly Trustee 1.00 X 0 0 0 Joe Colonnetta Trustee 1.00 X 0 0 0 Nita Clark Trustee 1.00 X 0 0 0 Tony Briggle Trustee 1.00 X 0 0 0 Eric Connor Trustee 1.00 X 0 0 0 0 0 0 0 0 0 0 0 48949 48949 44781 44781 294530 40165 254365 254365 254365 6226 6226 6226 354321 0 0 305372 210000 210000 6715 6715 10343 10343 13898 13898 5000 5000 Dues and Subscriptions 1292 1292 247248 210000 32248 5000 326750 10881356 3019095 9733664 10881356 13079509 131300 0 9733664 0 9864964 X 2380932 2473560 8500424 740985 10881356 3214545 10881356 13079509 107073 -7773884 0 X 0 1 X 1 0 X X 1 Saint Michael & All Angels Episcopal Church 750800676 1 1 28018 0 1 28018 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 723195 14307 65695 8611 53601 740985 723195 1.00000 0 0 0 Investments held by others 9733664 C 9733664 Funds held for others 9733664 9733664 343978 0 343978 10343 10343 354321 236905 0 236905 10343 10343 247248 Form 990, Schedule D, Part V, Lines 2a-2c In accordance with the principles of FASB ASU 2016-14 (ASC 958), the organization has implemented required changes to its audited financial statements for the period ended 12/31/2020. To date, Schedule D has not been updated to reflect changes made by this standard. Thus, we have reported the revised net asset categories from the audited financial statements as follows on Form 990, Schedule D, Part V, Lines 2a-2c: Line 2a - Without donor restrictions Line 2b - With donor restrictions 1 St Michael and All Angels Episcopal Church 8011 Douglas Avenue Dallas TX 75225 750800676 501(c)(3) 28018 Program Support Grace Based Films 722 South Longwood Ave Los Angeles CA 90005 844720181 501(c)(3) 105000 Bishop Curry Film United to Learn 5310 Harvest Hill Road Ste 190 Dallas TX 75230 822121965 501(c)(3) 12500 Program Support Vickery Meadow Youth Endowment 4809 Cole Ave Ste 375 Dallas TX 75205 261199982 501(c)(3) 25000 Program Support Saint Philips School 1600 Pennsylvania Ave Dallas TX 75215 751097360 501(c)(3) 26773 IT Supplies Jubilee Park & Community Center 917 Bank Street Dallas TX 75223 752726296 501(c)(3) 7709 Program Support 6 0 Part I, Line 2: Grants are made directly to Saint Michael and All Angels Episcopal Church. Foundation trustees receive reports on a bi-monthly basis from the church on the use of the grant funds. The Foundation and the Church share bookkeeping services for additional monitoring. For community grants, the Foundation receives periodic reports to ensure that grant funds are used as intended. Additionally, the Foundation and the related Church play an active role in volunteering in several organization that receive grants and are able to verify the programs first-hand. Form 990, Part VI, Section A, line 7a Per the organization's bylaws, new trustees are nominated by a Nominating Committee, which is composed of five members of the board of trustees whose terms expire at the next annual meeting of St. Michael and All Angels Episcopal Church, a related organization, and three communicants in good standing of the Church 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, Section A, line 8b The 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, Section B, line 11b Form 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, Section B, line 12c The 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, Section B, line 15 Part VI, Lines 15a & 15b: The organization does not compensate any officers or key employees. Therefore, these lines were answered no in accordance with the instructions. Form 990, Part VI, Section C, line 19 Governing documents, conflict of interest policy and financial statements are available to the public upon request at the Foundation's office. Form 990, Part VI, Line 13 The organization is in the process of implementing a written whistleblower policy. Form 990, Part VI, Line 14 The organization is in the process of implementing a written document retention and destruction policy. Saint Michael and All Angels Episcopal Church 8011 Douglas Avenue Dallas TX 75225 750800676 Church TX 501(c)(3) Line 1 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0