EPISCOPAL FOUNDATION OF DALLAS: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- EPISCOPAL FOUNDATION OF DALLAS (EIN 75-6038552)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-09-12
- IRS object ID
- 201822559349301072
- Schema version
- 2017v2.2
- 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 | 2018-09-12T15:11:47-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 751044330 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANE GORMAN TRUBITT LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2626 HOWELL ST SUITE 700 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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) |
|---|---|---|
| Business Name Control | EPIS | BusinessNameControlTxt |
| Phone | 2143669996 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10000 N CENTRAL EXPRESSWAY NO 400 | 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 | 2018-09-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES A YOUNGBLOOD CPA | PreparerPersonNm |
| PTIN | P00047431 | PTIN |
| Phone | 2148717500 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.202.44.50 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-09-10 | IPDt |
| IP Tm | 12:04:12 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C68B94B8DAD5ED3ED05AA6134F9E8A8E24C2605D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C6F229320B7DA29A57CD0AF8C78D5BEE5D71D6D5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | EUGENIA KING | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10000 N CENTRAL EXPRESSWAY NO 400 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75231 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $575,912 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | 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 | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,700 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,400 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $191,265 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $186,790 | CYProgramServiceRevenueAmt |
| PY Investment Income | $190,556 | PYInvestmentIncomeAmt |
| CY Investment Income | $190,687 | CYInvestmentIncomeAmt |
| PY Other Revenue | $8,000 | PYOtherRevenueAmt |
| CY Other Revenue | $12,373 | CYOtherRevenueAmt |
| PY Total Revenue | $394,521 | PYTotalRevenueAmt |
| CY Total Revenue | $397,250 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $234,369 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $224,588 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $83,688 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $104,098 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $50,974 | PYOtherExpensesAmt |
| CY Other Expenses | $99,144 | CYOtherExpensesAmt |
| PY Total Expenses | $369,031 | PYTotalExpensesAmt |
| CY Total Expenses | $427,830 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $25,490 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$30,580 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $40,493,990 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,927,472 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $35,224,353 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $33,928,661 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,269,637 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,998,811 | 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 | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $254,251 | ExpenseAmt |
| Grant | $224,588 | 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 | $59,858 | ExpenseAmt |
| Revenue | $186,790 | 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 | $314,109 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 3 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | 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 SUITE | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75231 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 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 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD H BARRY | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ROBBI RICE DIETRICH | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN M HIND | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KENNETH RHANKS | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LANGFORD KEITH | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| EUGENIA H KING | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LINDA H MCFARLAND | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| C JEDSON NAU | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| REV STEPHEN B SWANN | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM C BEECHERL | |||||||
| TRUSTEE | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICK CARRIGAN | |||||||
| TRUSTEE | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ROBIN M CALDWELL | |||||||
| CHAIRMAN | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| PHILIP M DE BRUYN | |||||||
| PRESIDENT | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CHRISTOPHER S AYRES | |||||||
| VP/TREASURER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| HARRY M ROBERTS JR | |||||||
| SECRETARY | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| PAMELA FELLOWS JAMIESON | |||||||
| EXECUTIVE DIRECTOR | 30.00 | 0.00 | Yes (X) | $75,000 | $0 | $0 | Yes (X) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $75,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $7,400 | AllOtherContributionsAmt |
| Total Contributions | $7,400 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANGEMENT ADVISORY FEE | Desc |
| Business | 525920 | BusinessCd |
| Total Revenue Column | $186,790 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $186,790 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $186,790 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $161,499 | TotalRevenueColumnAmt |
| Exclusion | $161,499 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,398 | TotalRevenueColumnAmt |
| Exclusion | $1,398 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $207,850 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $178,662 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $29,188 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,188 | TotalRevenueColumnAmt |
| Exclusion | $29,188 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC. REVENUE-RELATED- | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $10,975 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,975 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $10,975 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $397,250 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $197,765 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $192,085 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,588 | TotalAmt |
| Program Services | $224,588 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,000 | TotalAmt |
| Program Services | $40,755 | ProgramServicesAmt |
| Management And General | $34,245 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,700 | TotalAmt |
| Program Services | $11,800 | ProgramServicesAmt |
| Management And General | $9,900 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,398 | TotalAmt |
| Program Services | $4,020 | ProgramServicesAmt |
| Management And General | $3,378 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,258 | TotalAmt |
| Program Services | $14,443 | ProgramServicesAmt |
| Management And General | $4,815 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,768 | TotalAmt |
| Management And General | $5,768 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,657 | TotalAmt |
| Program Services | $2,724 | ProgramServicesAmt |
| Management And General | $45,933 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,010 | TotalAmt |
| Management And General | $1,010 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,621 | TotalAmt |
| Program Services | $2,011 | ProgramServicesAmt |
| Management And General | $610 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,900 | TotalAmt |
| Program Services | $2,175 | ProgramServicesAmt |
| Management And General | $725 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,880 | TotalAmt |
| Program Services | $8,910 | ProgramServicesAmt |
| Management And General | $2,970 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,369 | TotalAmt |
| Program Services | $270 | ProgramServicesAmt |
| Management And General | $1,099 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $698 | TotalAmt |
| Management And General | $698 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,337 | TotalAmt |
| Program Services | $2,413 | ProgramServicesAmt |
| Management And General | $924 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| EDUCATION | $1,229 | $1,229 |
| MISCELLANEOUS | $417 | $417 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $427,830 | TotalAmt |
| Program Services | $314,109 | ProgramServicesAmt |
| Management And General | $113,721 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190,141 | BOYAmt |
| EOY | $132,900 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,588 | BOYAmt |
| EOY | $58,183 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $162 | BOYAmt |
| EOY | $2,176 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,906 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,661 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $494 | BOYAmt |
| EOY | $2,245 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,242,115 | BOYAmt |
| EOY | $39,727,478 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,490 | BOYAmt |
| EOY | $4,490 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,493,990 | BOYAmt |
| EOY | $39,927,472 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,154 | BOYAmt |
| EOY | $49,856 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,191,199 | BOYAmt |
| EOY | $33,878,805 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,224,353 | BOYAmt |
| EOY | $33,928,661 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,267,887 | BOYAmt |
| EOY | $5,997,061 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,750 | BOYAmt |
| EOY | $1,750 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,269,637 | BOYAmt |
| EOY | $5,998,811 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,493,990 | BOYAmt |
| EOY | $39,927,472 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$30,580 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $759,755 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Church | Yes (X) | ChurchInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 3 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Grants | $39,960 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $697,583 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,410 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,165 | DepreciationAmt |
| Book Value | $2,245 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,496 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,496 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,245 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AGENCY FUNDS | Desc |
| Amt | $33,878,805 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $33,878,805 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,157,005 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $759,755 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $759,755 | RevenueNotReportedAmt |
| Revenue Subtotal | $397,250 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $397,250 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $427,831 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $427,831 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $427,831 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE"), EXCEPT TO THE EXTENT IT HAS UNRELATED BUSINESS INCOME. IN ADDITION, THE FOUNDATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE CODE. FOR THE YEARS ENDED DECEMBER 31, 2017 AND 2016, THE FOUNDATION HAD NO MATERIAL UNRELATED BUSINESS INCOME. ACCORDINGLY, NO PROVISION FOR INCOME TAX HAS BEEN PROVIDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. GAAP REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE FOUNDATION'S TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE MORE LIKELY THAN NOT THRESHOLD WOULD BE RECORDED AS A TAX BENEFIT OR EXPENSE IN THE CURRENT YEAR. A RECONCILIATION IS NOT PROVIDED HEREIN, AS THE BEGINNING AND ENDING AMOUNTS OF UNRECOGNIZED BENEFITS ARE ZERO, WITH NO INTERIM ADDITIONS, REDUCTIONS OR SETTLEMENTS. THE FOUNDATION IS RELYING ON ITS TAX-EXEMPT STATUS AND ITS ADHERENCE TO ALL APPLICABLE LAWS AND REGULATIONS TO PRESERVE THAT STATUS. HOWEVER, THE CONCLUSIONS REGARDING ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES WILL BE SUBJECT TO REVIEW AND MAY BE ADJUSTED AT A LATER DATE BASED ON FACTORS INCLUDING, BUT NOT LIMITED TO, ONGOING ANALYSIS OF TAX LAWS, REGULATIONS AND INTERPRETATIONS THEREOF. ON MAY 22, 2015, THE FOUNDATION RECEIVED A RULING FROM THE INTERNAL REVENUE SERVICE ("IRS") WHICH DETERMINED THE FOUNDATION MEETS THE REQUIREMENTS OF AN INTEGRATED AUXILIARY OF A CHURCH AND AS SUCH IS NOT REQUIRED TO FILE FORM 990. MANAGEMENT, HOWEVER, INTENDS TO CONTINUE FILING FORM 990 AS IT IS WIDELY USED TO EVALUATE NOT-FOR-PROFIT ORGANIZATIONS AND PROVIDES TRANSPARENCY TO CLIENTS AND DONORS. THE FOUNDATION RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO UNCERTAIN TAX POSITIONS AS INCOME TAX EXPENSE. THERE WERE NO INTEREST OR PENALTIES FOR THE YEARS ENDED DECEMBER 31, 2017 OR 2016. THE FOUNDATION'S INFORMATIONAL RETURNS FILED ARE GENERALLY SUBJECT TO EXAMINATION FOR THREE YEARS AFTER THE LATER OF THE DUE DATE OR DATE OF FILING. AS A RESULT, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS PRIOR TO FISCAL YEAR 2014. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (15 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 | |||||||
| 11122 MIDWAY ROAD | DALLAS | TX | 75229 | 751008445 | 501(C)(3) | $12,000 | STUDENT VOICES |
| EPISCOPAL DIOCESE OF DALLAS | |||||||
| 1630 N GARRETT AVENUE | DALLAS | TX | 75206 | 750800638 | 501(C)(3) | $32,000 | PROJECT US |
| GATEWAY OF GRACE MINISTRIES | |||||||
| 6941 KINGDOM ESTATES DR | DALLAS | TX | 75236 | 471922215 | 501(C)(3) | $15,000 | EDUCATION PROGRAM FOR REFUGEE ADULTS AND CHILDREN |
| INCARNATION HOUSE | |||||||
| 4061 N CENTRAL EXPRESSWAY | DALLAS | TX | 75204 | 471994852 | 501(C)(3) | $6,000 | FALL SEMESTER AFTER SCHOOL PROGRAM |
| PARISH EPISCOPAL SCHOOL | |||||||
| 4101 SIGMA ROAD | DALLAS | TX | 75244 | 751390485 | 501(C)(3) | $10,000 | STUDENT ACADEMIC COACHES |
| SAN FRANCISCO DE ASIS IGLESIA EPISCOPAL | |||||||
| 11540 FERGUSON RD | DALLAS | TX | 75228 | 371695439 | 501(C)(3) | $16,000 | FOOD MINISTRY - DELIVERY TRUCK |
| ST ANDREW'S EPISCOPAL CHURCH | |||||||
| 6400 MCKINNEY RANCH PARKWAY | MCKINNEY | TX | 75070 | 202143932 | 501(C)(3) | $8,000 | THE BLESSMOBILE |
| ST ANNE EPISCOPAL CHURCH | |||||||
| 1700 N WESTMORELAND RD | DESOTO | TX | 75115 | 752489123 | 501(C)(3) | $13,000 | ROOF REPLACEMENT |
| ST JOHN'S EPISCOPAL SCHOOL | |||||||
| 848 HARTER RD | DALLAS | TX | 75218 | 752147746 | 501(C)(3) | $10,000 | CHAPLAINCY PROGRAM AND SERVICE LEARNING |
| ST MARK'S EPISCOPAL CHURCH | |||||||
| 516 S OCONNOR ROAD | IRVING | TX | 75060 | 756031685 | 501(C)(3) | $10,000 | DIRECTOR OF CHRISTIAN FORMATION |
| ST MATTHEW'S CATHEDRAL | |||||||
| 5100 ROSS AVE | DALLAS | TX | 75206 | 135562208 | 501(C)(3) | $15,000 | FAMILY FRIENDLY, GENDER NEUTRAL, ADA COMPLIANT RESTROOM |
| ST JOHN'S SCHOOL (JC BROWN ADVISED FUND) | |||||||
| 848 HARTER ROAD | DALLAS | TX | 75218 | 752147746 | 501(C)(3) | $12,960 | SCHOLARSHIPS |
| INCARNATION (BEECHERL ADVISED FUND) | |||||||
| 3666 MCKINNEY AVENUE | DALLAS | TX | 75204 | 750808771 | 501(C)(3) | $12,000 | LIFT HIGH THE CROSS |
| KELLERMAN FNDN (STANTON ADVISED FUND) | |||||||
| PO BOX 832809 | RICHARDSON | TX | 75083 | 342018044 | 501(C)(3) | $15,000 | CHAPEL IN SOUTHWEST UGANDA |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FORM 990, SCHEDULE I ,LINE 2 PROCEDURES FOR MONITORING THE USE OF GRANTS: 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 BY DECEMBER 31 OF THE CURRENT YEAR, 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 (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | PROCESS TO REVIEW FORM 990: THE FORM 990 IS REVIEWED BY THE AUDIT AND ADMINISTRATIVE COMMITTEE AND RESULTS ARE REPORTED TO THE BOARD OF TRUSTEES PRIOR TO FILING THE RETURN WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | MONITOR AND ENFORCE COMPLIANCE WITH THE WRITTEN CONFLICT OF INTEREST POLICY: TRUSTEES, COMMITTEE MEMBERS AND EMPLOYEES HAVE A DUTY TO IMMEDIATELY DISCLOSE ANY TRANSACTIONS OR RELATIONSHIPS INVOLVING POSSIBLE CONFLICT OF INTEREST. 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 DIRECTORS AND THE AUDIT COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 15 | FORM 990, PART VI, LINE 15A & 15 B DESCRIBE THE PROCESS FOR DETERMINING COMPENSATION: 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 COMPARED 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 ORGANIZATIONS AND GRANT-MAKING FOUNDATIONS. OTHER COMPENSABLE FACTORS WERE CONSIDERED SUCH AS EXPERIENCE, KNOWLEDGE, SKILLS AND TIME IN POSITION. THE COMPENSATION REVIEW PROCESS AND COMPENSATION AMOUNT WAS REVIEWED BY THE EDF BOARD OF TRUSTEES AND APPROVED BY THE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | PUBLIC DISCLOSURE: THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. THE 990 AND FINANCIAL STATEMENETS ARE AVAILABLE ON THE WEBSITE. |
| FORM 990, PART IX, LINE 11G | OTHER EXPENSES: PROGRAM SERVICE EXPENSES 2,724. MANAGEMENT AND GENERAL EXPENSES 45,933. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 48,657. |
| FORM 990, PART X - INVESTMENTS - PUBLICLY TRADED SECURITIES: | DESCRIPTION ENDING BOOK VALUE COST OR FMV AGENCY FUNDS 33,878,805. FMV EPISCOPAL FDN OF DALLAS FUNDS 5,848,673. FMV TOTAL 39,727,478. |
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 (GASTON EPISCOPAL HOSPITAL FOUNDATION | BusinessNameLine1Txt |
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 |
| 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 NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EPISCOPAL HEALTH FOUNDATION OF DALLAS (FKA GASTON HEALTH FOUDNATION INC) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | R | TransactionTypeTxt |
| Involved | $324,500 | InvolvedAmt |
| Method Of Amount Determination | CASH TRANSFERRED | MethodOfAmountDeterminationTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 2 TRANSACTION WITH RELATED ORGANIZATION: | FormAndLineReferenceDesc |
| Explanation | EPISCOPAL FOUNDATION OF DALLAS (EFD) TRANSFERRED $324,500 CASH TO EPISCOPAL HEALTH FOUNDATION OF DALLAS (FKA GASTON HEALTH FOUDNATION, INC) FROM FUNDS EFD INVESTS ON BEHALF OF EPISCOPAL HEALTH FOUNDATION OF DALLAS. | ExplanationTxt |