2020-10-07T10:08:30-05:00 2019-12-31 BKD LLP 14241 DALLAS PARKWAY SUITE 1100 DALLAS TX 75254 990 2019-01-01 756038552 Episcopal Foundation Of Dallas % PAMELA FELLOWS JAMIESON EPIS 2143669996 10000 N Central Expressway Suite 40 Dallas TX 75231 PHILIP DE BRUYN President 2143669996 2020-11-16 true Jeanette Verrelli P00742631 9727028262 167.68.126.162 75465920202815000002 2020-10-07 P C04110446F027A7EF6CCEE8BF04862AA5191FCC5 EB976710118F518B8933A72D91D1D85239D99EDA 2019 2021-01-29 14:40:06Z PHILIP DE BRUYN 10000 N CENTRAL EXPY STE 400 DALLAS TX 75231 887807 false X WWW.EPISCOPALFOUNDATIONDALLAS.ORG X 1948 TX TO STRENGTHEN AND SUPPORT FAITH COMMUNITIES BY PARTNERING WISE INVESTMENTS WITH PURPOSEFUL GIVING. 18 18 4 19 0 0 110495 9357 176278 176398 314067 314458 11017 11622 611857 511835 227006 243022 0 0 145812 142593 0 0 0 64884 61585 437702 447200 174155 64635 34787459 39674450 29307197 33258817 5480262 6415633 THE FOUNDATION'S MISSION IS TO STRENGTHEN AND SUPPORT FAITH COMMUNITIES BY PARTNERING WISE INVESTMENTS WITH PURPOSEFUL GIVING. false false 266577 243022 GRANT PROGRAM: THE FOUNDATION CONDUCTS AN ANNUAL GRANT PROGRAM OPEN TO ALL ENTITIES SERVED BY THE EPISCOPAL DIOCESE OF DALLAS. RECIPIENTS NEED NOT BE A CLIENT OF THE FOUNDATION. 9181 188008 INVESTMENT SERVICES: THE FOUNDATION MANAGES LONG-TERM ASSETS OF THE EPISCOPAL DIOCESE OF DALLAS (EDOD), AS WELL AS EPISCOPAL CHURCHES, SCHOOLS, MISSIONS, AND AGENCIES WITHIN THE GEOGRAPHIC BOUNDARIES of edod. 275758 true false false false false true false false false false true false false false true false true false false false false false false false false false false true false false false false false false false false false false false false false false false true false false false true 1 0 4 true false false false false false false false false false false false false false false false X 18 18 false false false false false false false true true false false true true true true true true true false false X X PAMELA FELLOWS JAMIESON 2143669996 10000 N CENTRAL EXPRESSWAY 400 DALLAS TX 75231 PAMELA FELLOWS JAMIESO EXECUTIVE DIRECTOR 29.0 1.0 X 84000 0 0 Bishop George R SUMNE TRUSTEE 2.0 1.0 X 0 0 0 RICHARD H BARRY Investment and Finance Chair 2.0 1.0 X 0 0 0 WILLIAM C BEECHERL TRUSTEE 2.0 1.0 X 0 0 0 PATRICK CARRIGAN TRUSTEE 2.0 1.0 X 0 0 0 ROBBI RICE DIETRICH TRUSTEE 2.0 1.0 X 0 0 0 ELIZABETH JIGGS FOST TRUSTEE 2.0 1.0 X 0 0 0 KENNETH HANKS TRUSTEE 2.0 1.0 X 0 0 0 LANGFORD KEITH Grant Chair 2.0 1.0 X 0 0 0 EUGENIA H KING CHAIRMAN 4.0 1.0 X X 0 0 0 TJ MCCOY TRUSTEE 2.0 1.0 X 0 0 0 C JEDSON NAU SECRETARY 2.0 1.0 X X 0 0 0 REV FABIAN VILLALOBOS TRUSTEE 2.0 1.0 X 0 0 0 ANDY WELCH TRUSTEE 2.0 1.0 X 0 0 0 PHILIP M DE BRUYN PRESIDENT 2.0 1.0 X X 0 0 0 CHRISTOPHER S AYRES VP/TREASURER 2.0 1.0 X X 0 0 0 Scott Hancock Trustee 2.0 1.0 X 0 0 0 Barbara McColm Trustee 2.0 1.0 X 0 0 0 Elizabth Trupiano TRustee 2.0 1.0 X 0 0 0 84000 0 0 0 false false false 0 9357 9357 management advisory fee 525920 176398 176398 176398 231567 231567 0 12 12 0 0 0 458863 375972 82891 82891 82891 0 0 0 0 0 0 0 0 0 Miscellaneous Revenue 900099 11610 11610 11610 511835 188008 314470 243022 243022 0 0 0 84000 10920 73080 0 48314 16434 31880 0 0 10279 2191 8088 0 0 23588 23588 0 0 9745 9745 0 738 738 2290 592 1698 3747 702 3045 0 7377 1582 5795 0 0 1893 315 1578 0 0 1052 1052 8721 8721 EDUCATION 2434 2434 . 0 . 0 . 0 447200 275758 171442 0 139093 305062 0 0 0 0 53024 56739 0 0 0 0 0 0 0 0 2281 3194 7425 4925 1429 2500 34586939 39302262 0 0 0 0 0 0 4693 4693 34787459 39674450 36738 6414 0 0 0 0 0 0 0 0 0 0 0 0 0 0 29270459 33252403 29307197 33258817 X 5478512 6413883 1750 1750 5480262 6415633 34787459 39674450 64635 870736 X false true X true false X 3 21622 728393 true true 7425 4925 2500 2500 0 AGENCY FUNDS 33252403 33252403 1372826 870736 870736 502090 9745 9745 511835 437455 437455 9745 9745 447200 SCHEDULE D, PART X, LINE 2 ASC 740 FOOTNOTE: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. true Episcopal Diocese of Dallas 1630 N Garrett Avenue Dallas TX 75026 750800638 501(c)(3) 25000 PROJECT US: Unite and Serve Gateway of Grace Ministries PO Box 224582 Dallas TX 75222 471922215 501(c)(3) 10000 EDUCATIONAL AND COMMUNITY PROGRAMS Incarnation Place 6848 bandera avenue ste 252 Dallas TX 75225 750808771 501(c)(3) 7500 Roseland Homes Community Services St John's Episcopal School 848 Harter Rd Dallas TX 75218 752147746 501(c)(3) 6000 Serv. Learning & Chaplaincy Initiatives St Matthew's Cathedral 5100 Ross Dallas TX 75206 750800675 501(c)(3) 10000 St. Matthew's Food Pantry Holy Family School 500 Throckmorton St Mckinney TX 75069 751025515 501(c)(3) 10000 Infant Care Expansion Holy trinity Episcopal Church 3217 guthrie rd garland TX 75043 751902272 501(c)(3) 25000 Heating, Air Conditioning and Electrical Renovation St James' day school 5501 n state line ave texarkana TX 75503 750829385 501(c)(3) 12000 7th & 8th Grade Expansion st luke's parish day school 427 W Woodard St denison TX 75020 750996882 501(C)(3) 11000 School Security Upgrades st matthias episcopal church 205 willowbrook dr athens TX 75751 752170674 501(c)(3) 10000 Welcome and Access - Church Repairs community garden kitchen PO Box 1881 mckinney TX 75070 811952191 501(C)(3) 60000 operating support 11 SCHEDULE I, PART I, LINE 2 PROCEDURE TO MONITOR THE USE OF GRANT FUNDS IN THE U.S.: THE FOUNDATION REQUIRES GRANT RECIPIENTS TO SIGN AN AGREEMENT BEFORE FUNDS ARE DISBURSED. THE AGREEMENT STATES THE GRANT IS FOR THE SPECIFIC PURPOSE SET FORTH AND MONIES RECEIVED BY GRANTEE MAY BE EXPENDED FOR NO OTHER PURPOSE WITHOUT THE EXPRESS WRITTEN APPROVAL OF THE FOUNDATION. GRANTEES CERTIFY THEIR ORGANIZATION IS READY TO EXPEND THE FUNDS RECEIVED FOR THE STATED PURPOSE. IF GRANT FUNDS ARE NOT EXPENDED FOR THE STATED PURPOSE, THE GRANTEE AGREES TO RETURN ANY UNEXPENDED FUNDS THAT REMAIN AT THE END OF ONE YEAR FROM THE DATE PAYMENT IS MADE. THE FOUNDATION RESERVES THE RIGHT TO RESCIND THE GRANT AND ASK THE GRANTEE TO RE-APPLY FOR FUNDING IN THE FOLLOWING YEAR. GRANTEES AGREE TO SUBMIT, BY APRIL 15 OF THE NEXT YEAR, A BRIEF NARRATIVE SUMMARY REPORT ON THE DISPOSITION OF GRANT MONIES RECEIVED. THE REPORT SHOULD BE SUPPLEMENTED BY AN ITEMIZED ACCOUNT OF EXPENDITURES, PHOTOGRAPHS OF THE PROJECT AND PUBLISHED ANNOUNCEMENTS. IF GRANT MONIES RECEIVED HAVE NOT BEEN FULLY EXPENDED, THE REPORT SHOULD PROVIDE DETAILS AS TO THE STATUS OF THE PROJECT AND A TIMELINE FOR ITS COMPLETION. IF THE ORGANIZATION DOES NOT SUBMIT THE REQUESTED REPORT, IT MAY NOT BE ELIGIBLE FOR FUTURE GRANTS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW: THE FORM 990 IS REVIEWED BY THE AUDIT AND ADMINISTRATIVE COMMITTEE AND A COPY IS PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO FILING THE RETURN WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY: TRUSTEES, COMMITTEE MEMBERS AND EMPLOYEES HAVE A DUTY TO IMMEDIATELY DISCLOSE ANY TRANSACTIONS OR RELATIONSHIPS INVOLVING POSSIBLE CONFLICT OF INTERESTS. IN THE EVENT OF A CONFLICT OF INTEREST, THE INTERESTED PARTY MUST RECUSE HIM OR HERSELF FROM PARTICIPATION IN THE DECISION AND THIS IS DOCUMENTED IN THE MINUTES AS REQUIRED BY THE CONFLICT OF INTEREST POLICY. IN ADDITION, AN ANNUAL REVIEW FOR ANY CONFLICTS OF INTEREST IS CONDUCTED BY THE EXECUTIVE DIRECTOR IN MARCH OF EACH YEAR AFTER INDUCTION OF NEW MEMBERS AND REPORTED TO THE CHAIRMAN OF THE BOARD OF TRUSTEES AND THE AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION REVIEW: THE AUDIT/ADMINISTRATION COMMITTEE PERIODICALLY REVIEWS THE GUIDESTAR NONPROFIT COMPENSATION REPORT WHICH PROVIDES NONPROFIT MARKET SURVEY RESULTS BASED ON FORM 990S SUBMITTED TO THE IRS ANNUALLY AND GUIDESTAR'S ANNUAL SURVEY OF NONPROFIT ORGANIZATIONS. THE AUDIT/ADMINISTRATION COMMITTEE COMPARES THE EFD EXECUTIVE DIRECTOR AND CONTROLLER COMPENSATIONS TO SIMILAR POSITIONS IN TEXAS, THE DFW METROPOLITAN AREA, AND ACCORDING TO BUDGET SIZE WITH A FOCUS ON RELIGION-RELATED ORGANIZATONS AND GRANT-MAKING FOUNDATIONS. ANNUALLY OTHER COMPENSATION FACTORS ARE CONSIDERED SUCH AS EXPERIENCE, KNOWLEDGE, SKILLS AND TIME IN POSITION. THE COMPENSATION REVIEW PROCESS AND COMPENSATION AMOUNT ARE REVIEWED BY THE AUDIT/ADMINISTRATION COMMITTEE AND APPROVED BY THE BOARD. THE MOST RECENT REVIEW WAS CONDUCTED DECEMBER 2019. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF DOCUMENTS: THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. THE 990 AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE WEBSITE. FORM 990, PART VI, SECTION A, LINE 1A DELEGATION OF AUTHORITY: The Executive Committee shall have and may exercise all of the powers of the Board of Trustees in the management of the business and affairs of the Corporation. EPISCOPAL HEALTH FOUNDATION OF DALLAS 10000 N CENTRAL EXPY ste 400 DALLAS TX 75231 751743288 GRANTMAKING TX 501(C)(3) PF NA false false false false false false false false false false false false true false true false false true true false