2025-11-17T08:55:39-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 950 NORTH GLEBE ROAD SUITE 1200 ARLINGTON VA 22203 990 2024-01-01 520796219 CORPORATION FOR THE RELIEF OF WIDOWS & CHILD OF CLERGY OF PROT EPISC CHURCH CORP 4104671399 4 E UNIVERSITY PARKWAY BALTIMORE MD 212182490 JOANNA WHITE EXECUTIVE DIRECTOR 4104671399 2025-11-13 1 0 ROBERT WILLIAMS P01345960 5712279500 2025-11-13 2024 2025-03-06 01:10:19Z THE REV GLENNA HUBER 4 E UNIVERSITY PARKWAY BALTIMORE MD 212182490 53873035 0 X N/A X 1784 MD PROVIDE ANNUITIES AND GRATUITIES TO SURVIVING SPOUSES/PARTNERS & CHILDREN OF THE PROTESTANT EPISCOPAL CHURCH IN MARYLAND. 11 11 4 11 0 0 0 0 12550 12991 1178618 16430501 31278 4223 1222446 16447715 518569 574935 0 0 141769 146704 0 0 0 694207 720195 1354545 1441834 -132099 15005881 40836730 44322463 9252263 9086872 31584467 35235591 THE PURPOSE OF THIS CORPORATION SHALL BE TO PROVIDE A FUND FOR THE RELIEF OF THE SURVIVING SPOUSES, DOMESTIC PARTNERS AND DEPENDENTS OF DECEASED CLERGY OF THE EPISCOPAL CHURCH IN THE STATE OF MARYLAND AND THE DISTRICT OF COLUMBIA. 0 0 1081393 574935 17214 PROVIDED ANNUITIES AND GRATUITIES TO SURVIVING SPOUSES, DOMESTIC PARTNERS AND DEPENDENTS OF DECEASED CLERGY OF THE PROTESTANT EPISCOPAL CHURCH IN MD AND DC. ONE HUNDRED AND TWENTY TOTAL ANNUITIES, EIGHTEEN DEATH BENEFITS AND ONE HUNDRED AND THIRTY-TWO GRATUITIES WERE PAID IN THE CURRENT YEAR. 1081393 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 120 0 1 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X RACHEL ERDMAN 4104671399 4 EAST UNIVERSITY PARKWAY BALTIMORE MD 21218 X THE REV DAVID WACASTER PRESIDENT 4.00 X X 0 0 0 THE REV GLENNA HUBER VICE-PRESIDENT, DIOCESE OF WASHINGTON 2.00 X X 0 0 0 THE REV LAUREN BLOOM SECRETARY/TREASURER 3.00 X X 0 0 0 THE REV KEVIN CROSS BOARD MEMBER, DIOCESE OF EASTON 1.00 X 0 0 0 THE REV MARK DELCUZE BOARD MEMBER, DIOCESE OF EASTON 1.00 X 0 0 0 THE REV CHARLES OSBERGER BOARD MEMBER, DIOCESE OF EASTON 2.00 X 0 0 0 THE REV MEREDITH HEFFNER BOARD MEMBER, DIOCESE OF WASHINGTON 1.00 X 0 0 0 THE REV MARILYN JENKINS BOARD MEMBER, DIOCESE OF WASHINGTON 1.00 X 0 0 0 THE REV LISA BORNT BOARD MEMBER, DIOCESE OF MARYLAND 1.00 X 0 0 0 THE REV J JOSEPH HART BOARD MEMBER, DIOCESE OF MARYLAND 1.00 X 0 0 0 THE REV VAUGHN VIGIL BOARD MEMBER, DIOCESE OF MARYLAND 1.00 X 0 0 0 0 0 0 0 0 0 0 WILMINGTON TRUST ONE LIGHT STREET 14TH FLOOR BALTIMORE MD 21202 INVESTMENT MANAGER 129893 1 MEMBERSHIP DUES 900099 12991 12991 12991 929323 929323 52926498 37425320 15501178 15501178 15501178 MISCELLANEOUS INCOME 900099 4223 4223 4223 16447715 17214 0 16430501 574935 574935 114892 57446 57446 14471 3423 11048 12996 3075 9921 4345 4345 2094 2094 29135 29135 164573 164573 11550 11550 13306 13306 12318 12318 19296 19296 1332 1332 12210 12210 4380 4380 ANNUITY/DEATH BENEFIT E 442514 442514 OTHER EXPENSES 7487 7487 1441834 1081393 360441 0 127709 450603 1679143 1626912 67759 353 38962119 42244595 40836730 44322463 33639 16580 9218624 9070292 9252263 9086872 X 31584467 35235591 31584467 35235591 40836730 44322463 X 15005881 -11503089 148332 X 0 1 X 1 0 X 0 PRESENT VALUE OF FUTURE ANNUITY PAYMENTS 9070292 9070292 4780053 -11503089 -11503089 16283142 164573 164573 16447715 1128929 -148332 -148332 1277261 164573 164573 1441834 PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN PRESENT VALUE OF FUTURE ANNUITY PAYMENTS -148,332. 1 GRATUITIES - STANDARD OF LIVING ASSISTANCE 20 571445 N/A N/A PART I, LINE 2: THE ORGANIZATION PROVIDES FINANCIAL ASSISTANCE TO INDIVIDUALS (BENEFICIARIES) BASED ON NEED. PROCESS: REQUEST IS MADE FOR FINANCIAL ASSISTANCE, WITH JUSTIFYING DOCUMENTATION (REPAIR ESTIMATES, MEDICAL BILLS, ETC.). REQUEST IS SUBMITTED TO BOARD OF MANAGERS FOR APPROVAL. IF APPROVED, ASSISTANCE IS PROVIDED EITHER DIRECTLY TO THE VENDOR ON THE BENEFICIARY'S BEHALF, OR AS A REIMBURSEMENT TO THE BENEFICIARY. WE DO NOT HAVE ANY BENEFICIARIES THAT RECEIVE ASSISTANCE OUTSIDE THE UNITED STATES. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE COMPRISES THE PRESIDENT, VICE-PRESIDENT, AND TREASURER. THEY ARE AUTHORIZED TO APPROVE GRATUITY REQUESTS UP TO $2,000. FORM 990, PART VI, SECTION A, LINE 4 A MISSION STATEMENT AND VISION STATEMENT WERE ADDED TO THE BYLAWS; A PROCEDURE FOR ELECTING NEW BOARD MEMBERS MIDTERM WAS ADDED; AND THE CREATION OF AN INACTIVE STATUS FOR MEMBERS DEPOSED OR OTHERWISE IN BAD STANDING WITH THE EPISCOPAL CHURCH. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS WHICH CONSIST OF THE CLERGY CANONICALLY RESIDENT IN THE EPISCOPAL DIOCESES OF WASHINGTON, MARYLAND, AND EASTON, AS WELL AS NON-EPISCOPAL CLERGY SERVING EPISCOPAL ORGANIZATIONS OR PARISHES IN CORPORATION DIOCESES. FORM 990, PART VI, SECTION A, LINE 7A AT THE ANNUAL MEETING, MEMBERS OF EACH DIOCESE NOMINATE A MEMBER OF THEIR DIOCESE TO REPRESENT THEM ON THE BOARD. THE ENTIRE MEMBER BODY THEN VOTES ON THESE MEMBERS TO BE A PART OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS WHO ATTEND THE ANNUAL MEETING HAVE VOTING RIGHTS ON THOSE MATTERS COMING BEFORE THE MEETING ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 11B AN ELECTRONIC COPY OF THE FORM 990 IS PROVIDED TO THE MEMBERS OF THE BOARD FOR THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C PRIOR TO BOARD OR COMMITTEE ACTION ON A CONTRACT OR TRANSACTION INVOLVING A CONFLICT OF INTEREST, A DIRECTOR OR COMMITTEE MEMBER HAVING A CONFLICT OF INTEREST AND WHO IS IN ATTENDANCE AT THE MEETING SHALL DISCLOSE ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. SUCH DISCLOSURE SHALL BE REFLECTED IN THE MINUTES OF THE MEETING. A DIRECTOR OR COMMITTEE MEMBER WHO PLANS NOT TO ATTEND A MEETING AT WHICH HE OR SHE HAS REASON TO BELIEVE THAT THE BOARD OR COMMITTEE WILL ACT ON A MATTER IN WHICH THE PERSON HAS A CONFLICT OF INTEREST SHALL DISCLOSE TO THE CHAIR OF THE MEETING ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. THE CHAIR SHALL REPORT THE DISCLOSURE AT THE MEETING AND THE DISCLOSURE SHALL BE REFLECTED IN THE MINUTES OF THE MEETING. A PERSON WHO HAS A CONFLICT OF INTEREST SHALL NOT PARTICIPATE IN OR BE PERMITTED TO HEAR THE BOARD'S OR COMMITTEE'S DISCUSSION OF THE MATTER EXCEPT TO DISCLOSE MATERIAL FACTS AND TO RESPOND TO QUESTIONS. SUCH PERSON SHALL NOT ATTEMPT TO EXERT HIS OR HER PERSONAL INFLUENCE WITH RESPECT TO THE MATTER, EITHER AT OR OUTSIDE THE MEETING. A PERSON WHO HAS A CONFLICT OF INTEREST WITH RESPECT TO A CONTRACT OR TRANSACTION THAT WILL BE VOTED ON AT A MEETING MAY BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM FOR PURPOSES OF THE VOTE. THE PERSON HAVING A CONFLICT OF INTEREST MAY NOT VOTE ON THE CONTRACT OR TRANSACTION AND SHALL NOT BE PRESENT IN THE MEETING ROOM WHEN THE VOTE IS TAKEN, UNLESS THE VOTE IS BY SECRET BALLOT. FORM 990, PART VI, SECTION B, LINE 15 NO OFFICER OF THE CORPORATION RECEIVES COMPENSATION. THERE ARE FOUR EMPLOYEES; EACH IS CONSIDERED KEY TO THE OPERATION OF THE CORPORATION. EMPLOYEE REVIEWS ARE CONDUCTED AND DOCUMENTED BY THE VICE-PRESIDENT AND THE EXECUTIVE DIRECTOR. THE ENTIRE BOARD REVIEWS AND APPROVES THE SALARY RECOMMENDATIONS AT ITS ANNUAL COMPENSATION REVIEW MEETING IN NOVEMBER. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN PRESENT VALUE OF FUTURE ANNUITY PAYMENTS 148,332. EPISCOPAL DIOCESE OF MARYLAND 4 EAST UNIVERSITY PARKWAY BALTIMORE MD 21218 520591545 RELIGIOUS MD 501(C)(3) LINE 1 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0