EPISCOPAL FOUNDATION OF DALLAS: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- EPISCOPAL FOUNDATION OF DALLAS (EIN 75-6038552)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-02
- IRS object ID
- 201942759349300229
- Schema version
- 2018v3.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-02T10:51:33-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14241 DALLAS PARKWAY SUITE 1100 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75254 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 756038552 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Episcopal Foundation Of Dallas | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % PAMELA FELLOWS JAMIESON | InCareOfNm |
| Business Name Control | EPIS | BusinessNameControlTxt |
| Phone | 2143669996 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10000 N Central Expressway Suite 40 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75231 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EUGENIA KING | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 2143669996 | PhoneNum |
| Signature | 2019-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeanette Verrelli | PreparerPersonNm |
| PTIN | P00742631 | PTIN |
| Phone | 9727028262 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.126.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 75465920192755000010 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-10-02 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3F51DE078F62ECA208DDBE7A6DBEA7E9A7AA075F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EB976710118F518B8933A72D91D1D85239D99EDA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | EUGENIA KING | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10000 N CENTRAL EXPY STE 400 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75231 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $808,385 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.EPISCOPALFOUNDATIONDALLAS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1948 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | TO STRENGTHEN AND SUPPORT FAITH COMMUNITIES BY PARTNERING WISE INVESTMENTS WITH PURPOSEFUL GIVING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Volunteers | 19 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,400 | PYContributionsGrantsAmt |
| CY Contributions Grants | $110,495 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $186,790 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $176,278 | CYProgramServiceRevenueAmt |
| PY Investment Income | $190,687 | PYInvestmentIncomeAmt |
| CY Investment Income | $314,067 | CYInvestmentIncomeAmt |
| PY Other Revenue | $12,373 | PYOtherRevenueAmt |
| CY Other Revenue | $11,017 | CYOtherRevenueAmt |
| PY Total Revenue | $397,250 | PYTotalRevenueAmt |
| CY Total Revenue | $611,857 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $224,588 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $227,006 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $104,098 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $145,812 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $99,144 | PYOtherExpensesAmt |
| CY Other Expenses | $64,884 | CYOtherExpensesAmt |
| PY Total Expenses | $427,830 | PYTotalExpensesAmt |
| CY Total Expenses | $437,702 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$30,580 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $174,155 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $39,927,472 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,787,459 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $33,928,661 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $29,307,197 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,998,811 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,480,262 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE FOUNDATION'S MISSION IS TO STRENGTHEN AND SUPPORT FAITH COMMUNITIES BY PARTNERING WISE INVESTMENTS WITH PURPOSEFUL GIVING. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $248,511 | ExpenseAmt |
| Grant | $227,006 | GrantAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $18,022 | ExpenseAmt |
| Revenue | $187,260 | RevenueAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $266,533 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 3 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAMELA FELLOWS JAMIESON | PersonNm |
| Phone | 2143669996 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10000 N CENTRAL EXPRESSWAY 400 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75231 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| Rt Rev George R Sumner | |||||||
| Trustee | 2.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Richard H Barry | |||||||
| Trustee | 2.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |
| William C Beecherl | |||||||
| Trustee | 2.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Patrick Carrigan | |||||||
| Trustee | 2.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Robbi Rice Dietrich | |||||||
| Trustee | 2.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Elizabeth Jiggs Foster | |||||||
| Trustee | 2.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |
| John M Hind | |||||||
| Trustee - thru 3/2018 | 2.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Kenneth Hanks | |||||||
| Trustee | 2.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Langford Keith | |||||||
| Trustee | 2.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Linda H McFarland | |||||||
| Trustee - thru 3/2018 | 2.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Eugenia H King | |||||||
| Chairman | 4.0 | 1.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| TJ McCoy | |||||||
| Trustee | 2.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |
| C Jedson Nau | |||||||
| Secretary | 2.0 | 1.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Rev Stephen B Swann | |||||||
| Trustee - deceased | 2.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Rev Fabian Villalobos | |||||||
| Trustee | 2.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Andy Welch | |||||||
| Trustee | 2.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Robin M Caldwell | |||||||
| Chairman - thru 3/2018 | 2.0 | 1.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Philip M de Bruyn | |||||||
| President | 2.0 | 1.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Christopher S Ayres | |||||||
| VP/Treasurer | 2.0 | 1.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Harry M Roberts Jr | |||||||
| Secretary - thru 3/2018 | 2.0 | 1.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| PAMELA FELLOWS JAMIESON | |||||||
| EXECUTIVE DIRECTOR | 29.0 | 1.0 | $84,000 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $84,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $110,495 | AllOtherContributionsAmt |
| Total Contributions | $110,495 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | management advisory fee | Desc |
| Business | 525920 | BusinessCd |
| Total Revenue Column | $176,278 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $176,278 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $176,278 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $245,383 | TotalRevenueColumnAmt |
| Exclusion | $245,383 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35 | TotalRevenueColumnAmt |
| Exclusion | $35 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $265,212 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $196,528 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $68,684 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $68,684 | TotalRevenueColumnAmt |
| Exclusion | $68,684 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $10,982 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,982 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $10,982 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $611,857 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $187,260 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $314,102 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,006 | TotalAmt |
| Program Services | $227,006 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,000 | TotalAmt |
| Program Services | $10,920 | ProgramServicesAmt |
| Management And General | $73,080 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,352 | TotalAmt |
| Program Services | $15,652 | ProgramServicesAmt |
| Management And General | $35,700 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,460 | TotalAmt |
| Program Services | $2,139 | ProgramServicesAmt |
| Management And General | $8,321 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,150 | TotalAmt |
| Management And General | $17,150 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,667 | TotalAmt |
| Program Services | $7,667 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,000 | TotalAmt |
| Management And General | $10,000 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,054 | TotalAmt |
| Management And General | $7,054 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,809 | TotalAmt |
| Program Services | $622 | ProgramServicesAmt |
| Management And General | $3,187 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,823 | TotalAmt |
| Program Services | $460 | ProgramServicesAmt |
| Management And General | $2,363 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,385 | TotalAmt |
| Program Services | $1,714 | ProgramServicesAmt |
| Management And General | $6,671 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,398 | TotalAmt |
| Program Services | $353 | ProgramServicesAmt |
| Management And General | $2,045 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $816 | TotalAmt |
| Management And General | $816 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,558 | TotalAmt |
| Management And General | $3,558 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EDUCATION | Desc |
| Total | $1,224 | TotalAmt |
| Management And General | $1,224 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $437,702 | TotalAmt |
| Program Services | $266,533 | ProgramServicesAmt |
| Management And General | $171,169 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,900 | BOYAmt |
| EOY | $139,093 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,183 | BOYAmt |
| EOY | $53,024 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,176 | BOYAmt |
| EOY | $2,281 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,454 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,025 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,245 | BOYAmt |
| EOY | $1,429 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,727,478 | BOYAmt |
| EOY | $34,586,939 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,490 | BOYAmt |
| EOY | $4,693 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,927,472 | BOYAmt |
| EOY | $34,787,459 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,856 | BOYAmt |
| EOY | $36,738 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,878,805 | BOYAmt |
| EOY | $29,270,459 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,928,661 | BOYAmt |
| EOY | $29,307,197 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,997,061 | BOYAmt |
| EOY | $5,478,512 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,750 | BOYAmt |
| EOY | $1,750 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,998,811 | BOYAmt |
| EOY | $5,480,262 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,927,472 | BOYAmt |
| EOY | $34,787,459 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $174,155 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$692,704 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Church | Yes (X) | ChurchInd |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 3 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $0 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $33,506 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $616,017 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $7,454 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,025 | DepreciationAmt |
| Book Value | $1,429 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,429 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AGENCY FUNDS | Desc |
| Amt | $29,270,459 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $29,270,459 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | -$88,514 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$692,704 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$692,704 | RevenueNotReportedAmt |
| Revenue Subtotal | $604,190 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $7,667 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $7,667 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $611,857 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $430,035 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $430,035 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $7,667 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $7,667 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $437,702 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PART X, LINE 2 | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| All Saints Camp and Conference Center | |||||||
| 418 Stanton Way | Pottsboro | TX | 75076 | 562472534 | 501(c)(3) | $7,000 | Camper Scholarships |
| Church of the Good Shepherd Dallas | |||||||
| 11122 Midway Road | Dallas | TX | 75229 | 751008445 | 501(c)(3) | $10,000 | The Saint James Episcopal Church Farm School |
| Community Lifeline Center Inc | |||||||
| PO Box 1792 | McKinney | TX | 75070 | 752286990 | 501(c)(3) | $8,000 | Emergency Financial Assistance |
| Episcopal Diocese of Dallas | |||||||
| 1630 N Garrett Avenue | Dallas | TX | 75026 | 750800638 | 501(c)(3) | $31,000 | PROJECT US: Unite and Serve |
| Gateway of Grace Ministries | |||||||
| PO Box 224582 | Dallas | TX | 75222 | 471922215 | 501(c)(3) | $10,000 | Operating Support |
| Good Samaritan Episcopal Church | |||||||
| 1522 Highland Road | Dallas | TX | 75218 | 752337408 | 501(c)(3) | $7,000 | HVAC and Parking Lot replacement/maintenance |
| Incarnation House | |||||||
| 4061 N Central Expressway | Dallas | TX | 75204 | 471994852 | 501(c)(3) | $6,000 | Youth Leadership development weekend |
| Randy Sams' Outreach Shelter | |||||||
| 402 Oak Street | Texarkana | TX | 75501 | 752627181 | 501(c)(3) | $7,000 | Residential Transportation |
| San Francisco de Asis Iglesia Episcopal | |||||||
| 11540 Ferguson Rd | Dallas | TX | 75228 | 371695439 | 501(c)(3) | $6,000 | ESL and Arts and Reading Program |
| St Andrew's Episcopal Church | |||||||
| 6400 McKinney Ranch Parkway | McKinney | TX | 75070 | 202143932 | 501(c)(3) | $8,000 | BlessMobile |
| St Augustine's Episcopal Church | |||||||
| 1302 W Kiest Blvd | Dallas | TX | 75224 | 105268801 | 501(c)(3) | $22,000 | Project Playground and PDO |
| St John's Episcopal Church | |||||||
| 848 Harter Rd | Dallas | TX | 75218 | 752471105 | 501(c)(3) | $5,500 | Internships for DTS Students |
| St John's Episcopal School | |||||||
| 848 Harter Rd | Dallas | TX | 75218 | 752147746 | 501(c)(3) | $6,000 | Service Learning and Chaplaincy Initiatives |
| St Matthew's Cathedral | |||||||
| 5100 Ross | Dallas | TX | 75206 | 750800675 | 501(c)(3) | $15,000 | St. Matthew's Food Pantry |
| ST JOHN'S SCHOOL (JC BROWN ADVISED FUND) | |||||||
| 848 HARTER ROAD | DALLAS | TX | 75218 | 752147746 | 501(C)(3) | $14,506 | SCHOLARSHIPS |
| EPISCOPAL DIOCESE OF DALLAS (BEECHERL ADVISED FUND | |||||||
| 1630 N GARRETT AVENUE | DALLAS | TX | 75206 | 750800638 | 501(c)(3) | $12,000 | CURATES PROGRAM FOR 2018 |
| KELLERMAN FNDN (STANTON ADVISED FUND) | |||||||
| PO BOX 832809 | RICHARDSON | TX | 75083 | 342018044 | 501(C)(3) | $6,000 | NURSING SKILLS LABORATORY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 14 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 & 15B | 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 2018. |
| 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EPISCOPAL HEALTH FOUNDATION OF DALLAS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10000 N CENTRAL EXPY ste 400 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75231 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 751743288 | EIN |
| Primary Activities | GRANTMAKING | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | PF | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |