EPISCOPAL FOUNDATION OF DALLAS: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- EPISCOPAL FOUNDATION OF DALLAS (EIN 75-6038552)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-07
- IRS object ID
- 201432199349301578
- Schema version
- 2013v3.0
- 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 | 2014-08-07T15:41:41-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 208185533 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRAVIS WOLFF LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15950 N DALLAS PARKWAY 600 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75248 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | 5001 SPRING VALLEY ROAD STE 400 | AddressLine1 |
| Address Line2 | EAST | AddressLine2 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75244 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAN E WILSON | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 2143669996 | PhoneNum |
| Signature | 2014-08-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY M GILLETTE | PreparerPersonNm |
| PTIN | P00548846 | PTIN |
| Phone | 9726611843 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | DAN E WILSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5001 SPRING VALLEY ROAD STE 400 | AddressLine1 |
| Address Line2 | EAST | AddressLine2 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75244 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,934,488 | 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 SERVE AS A FINANCIAL RESOURCE FOR EPISCOPAL PARISHES, MISSIONS, SCHOOLS AND ORGANIZATIONS IN SUPPORT OF THE CHRISTIAN MISSION AND OF THE MINISTRY OF THE EPISCOPAL DIOCESE OF DALLAS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,700 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,950 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $112,210 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $141,630 | CYProgramServiceRevenueAmt |
| PY Investment Income | $157,579 | PYInvestmentIncomeAmt |
| CY Investment Income | $414,806 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$13 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $273,476 | PYTotalRevenueAmt |
| CY Total Revenue | $564,386 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $204,067 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $207,650 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $53,825 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $55,978 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $60,299 | PYOtherExpensesAmt |
| CY Other Expenses | $56,454 | CYOtherExpensesAmt |
| PY Total Expenses | $318,191 | PYTotalExpensesAmt |
| CY Total Expenses | $320,082 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$44,715 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $244,304 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $30,171,303 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,468,448 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $25,677,531 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $33,301,102 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,493,772 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,167,346 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO SERVE AS A FINANCIAL RESOURCE FOR EPISCOPAL PARISHES, MISSIONS, SCHOOLS AND ORGANIZATIONS IN SUPPORT OF THE CHRISTIAN MISSION AND OF THE MINISTRY OF THE EPISCOPAL DIOCESE OF DALLAS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $290,692 | ExpenseAmt |
| Grant | $207,650 | GrantAmt |
| Revenue | $141,630 | RevenueAmt |
| Desc | THE FOUNDATION MANAGES ASSETS OF TRUSTS AND LONG-TERM FUNDS BY THEDIOCESE OF DALLAS, EPISCOPAL CHURCHES, SCHOOLS, MISSIONS ANDAGENCIES OF THE EPISCOPAL DIOCESE. DIRECT FINANCIAL SUPPORT IN THEFORM OF GRANTS IS AVAILABLE BY APPLICATION TO EPISCOPAL CHURCHES,MISSIONS AND NONPROFIT ORGANIZATIONS WITHIN THE BOUNDARIES OF THEDIOCESE OF DALLAS. | Desc |
| Total Program Service Expenses | $290,692 | 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 | Yes (1) | 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 | Yes (1) | 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 |
| Employee | 1 | 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 |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | 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 | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHANNA A ROMANILLOS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2143669996 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5001 SPRING VALLEY ROAD STE 400 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75244 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| WILLIAM B MADDEN | ||||||
| IMMEDIATE PAST CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RT REV JAMES M STANTON | ||||||
| EX-OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBIN CALDWELL | ||||||
| PRESIDENT | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| G THOMAS GRAVES III | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HARRIET HAHN COUSINS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HOWELL D HARRALSON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN M HIND | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ROBERT A HULSEY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LANGFORD KEITH III | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| REV STEPHEN B SWANN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVEN P SMILEY | ||||||
| VICE PRESIDENT & TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DAN E WILSON | ||||||
| CHAIRMAN | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| EUGENIA H KING | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HARRY M ROBERTS JR | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PHILIP M DEBRUYN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | 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 | $7,950 | AllOtherContributionsAmt |
| Total Contributions | $7,950 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT ADVISORY FEES | Desc |
| Business | 525920 | BusinessCd |
| Total Revenue Column | $141,630 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $141,630 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $141,630 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $106,393 | TotalRevenueColumnAmt |
| Exclusion | $106,393 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,678,515 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,370,102 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $308,413 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $308,413 | TotalRevenueColumnAmt |
| Exclusion | $308,413 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $564,386 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $141,630 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $414,806 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $207,650 | TotalAmt |
| Program Services | $207,650 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,000 | TotalAmt |
| Program Services | $39,000 | ProgramServicesAmt |
| Management And General | $13,000 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,978 | TotalAmt |
| Program Services | $2,984 | ProgramServicesAmt |
| Management And General | $994 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,780 | TotalAmt |
| Program Services | $11,085 | ProgramServicesAmt |
| Management And General | $3,695 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,341 | TotalAmt |
| Program Services | $14,341 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,544 | TotalAmt |
| Program Services | $1,158 | ProgramServicesAmt |
| Management And General | $386 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,096 | TotalAmt |
| Program Services | $3,257 | ProgramServicesAmt |
| Management And General | $839 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,156 | TotalAmt |
| Program Services | $867 | ProgramServicesAmt |
| Management And General | $289 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,800 | TotalAmt |
| Program Services | $10,350 | ProgramServicesAmt |
| Management And General | $3,450 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $349 | TotalAmt |
| Management And General | $349 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $797 | TotalAmt |
| Management And General | $797 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,741 | TotalAmt |
| Management And General | $4,741 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| EDUCATION | $560 | $560 |
| PROPERTY TAXES | $116 | $116 |
| MISCELLANEOUS | $93 | $93 |
| MEMORIALS | $81 | $81 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $320,082 | TotalAmt |
| Program Services | $290,692 | ProgramServicesAmt |
| Management And General | $29,390 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,217 | BOYAmt |
| EOY | $112,968 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,881 | BOYAmt |
| EOY | $37,461 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,943 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,747 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,993 | BOYAmt |
| EOY | $1,196 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,648,743 | BOYAmt |
| EOY | $34,379,830 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,422,152 | BOYAmt |
| EOY | $3,925,587 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,317 | BOYAmt |
| EOY | $11,406 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,171,303 | BOYAmt |
| EOY | $38,468,448 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,524 | BOYAmt |
| EOY | $2,517 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,672,007 | BOYAmt |
| EOY | $33,298,585 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,677,531 | BOYAmt |
| EOY | $33,301,102 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,492,022 | BOYAmt |
| EOY | $5,165,596 | 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 | $4,493,772 | BOYAmt |
| EOY | $5,167,346 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,171,303 | BOYAmt |
| EOY | $38,468,448 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $244,304 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $429,270 | 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) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| Certification | Yes (X) | CertificationInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EPISCOPAL DIOCESE OF DALLAS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311629166 | EIN |
| Organization Type | 501 (C) (3) | OrganizationTypeDesc |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Supported Org Notified | Yes (1) | SupportedOrgNotifiedInd |
| US Organized | Yes (1) | USOrganizedInd |
| Support | $207,650 | SupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $207,650 | SupportSumAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 4 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Grants | $38,700 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $633,639 | 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 | $6,943 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,747 | DepreciationAmt |
| Book Value | $1,196 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,196 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ARCHSTONE OFFSHORE FUND | $879,868 | F |
| GT OFFSHORE FUND CLASS A | $811,000 | F |
| GT OFFSHORE FUND CLASS B | $1,014,320 | F |
| MAVERICK STABLE FUND | $1,220,399 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $3,925,587 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AGENCY FUNDS | Desc |
| Amt | $33,298,585 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $33,298,585 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $993,656 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $429,270 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $429,270 | RevenueNotReportedAmt |
| Revenue Subtotal | $564,386 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $564,386 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $320,082 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $320,082 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $320,082 | 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 TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. THE FOUNDATION HAS ALSO BEEN CLASSIFIED AS AN ENTITY THAT IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. THE FOUNDATION IS ALSO EXEMPT FROM STATE INCOME TAXES. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (14 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ABERG CENTER FOR LITERACY | |||||||
| 5100 ROSS AVE | DALLAS | TX | 75206 | 020706898 | 501(C)(3) | $10,000 | OPERATING SUPPORT |
| CAMP ALL SAINTS (FORMERLY ALL SAINTS CAMP AND CONFERENCE CENTER) | |||||||
| 418 STANTON WAY | POTTSBORO | TX | 75076 | 562472534 | 501(C)(3) | $10,000 | ENERGY EFFICIENCY IMPROVEMENTS |
| CHURCH OF THE APOSTLES | |||||||
| PO BOX 1700 | COPPELL | TX | 75019 | 752340806 | 501(C)(3) | $6,000 | COMMUNITY VACATION BIBLE SCHOOL |
| CHURCH OF THE INCARNATION | |||||||
| 3966 MCKINNEY AVE | DALLAS | TX | 75204 | 750808771 | 501(C)(3) | $20,000 | CAPITAL IMPROVEMENTS |
| PARISH EPISCOPAL SCHOOL | |||||||
| 4101 SIGMA ROAD | DALLAS | TX | 75244 | 751390485 | 501(C)(3) | $9,800 | GODWIN CHAPEL SOUND SYSTEM & EQUIPMENT UPDATES |
| REDEEMER MONTESSORI SCHOOL | |||||||
| 2700 WARREN CIRCLE | IRVING | TX | 75062 | 751408162 | 501(C)(3) | $10,000 | SECURITY SYSTEM |
| ST JOHN'S EPISCOPAL SCHOOL | |||||||
| 848 HARTER ROAD | DALLAS | TX | 75218 | 752147748 | 501(C)(3) | $16,700 | CHAPLAINCY INITIATIVE |
| ST MATTHEW'S CATHEDRAL | |||||||
| 5100 ROSS AVENUE | DALLAS | TX | 75206 | 750800675 | 501(C)(3) | $15,000 | YOUNG ADULT MINISTRY OPERATING SUPPORT |
| ST MATTHEW'S CATHEDRAL ARTS | |||||||
| 5101 ROSS AVENUE | DALLAS | TX | 75206 | 750800675 | 501(C)(3) | $7,500 | OPERATING SUPPORT |
| ST PAUL'S EPISCOPAL CHURCH | |||||||
| 851 BUFFALO SPRINGS DR | PROSPER | TX | 75078 | 260632239 | 501(C)(3) | $10,000 | MASTER PLAN |
| ST SIMON'S AFTER-SCHOOL | |||||||
| PO BOX 700324 | DALLAS | TX | 75370 | 237088135 | 501(C)(3) | $6,500 | OPERATING SUPPORT |
| ST TIMOTHY'S EPISCOPAL CHURCH | |||||||
| 2700 ARBOR COURT | RICHARDSON | TX | 75038 | 900869742 | 501(C)(3) | $8,000 | COMMUNITY OUTREACH EVENTS |
| THE CRANMER INSTITUTE | |||||||
| 3308 DANIEL AVE | DALLAS | TX | 75205 | 454504665 | 501(C)(3) | $25,000 | COLLEGE OF PRECHERS & RISING LEADERSHIP FORUM |
| THE GATHERING STREET CHURCH | |||||||
| 1630 N GARRETT | DALLAS | TX | 75206 | 463240286 | 501(C)(3) | $10,000 | OPERATING EXPENSES |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | PROCEDURE FOR MONITORING THE USE OF GRANT FUNDS SCHEDULE I, PART I, LINE 2 THE ORGANIZATION REQUIRES GRANT RECIPIENTS TO SIGN A GRANT AGREEMENT BEFORE DISBURSEMENT OF THE AWARD. THE AGREEMENT STATES THAT "THE GRANT IS FOR THE SPECIFIC PURPOSE SET FORTH HEREIN AND MONIES RECEIVED BY GRANTEE PURSUANT THERETO MAY BE EXPENDED FOR NO OTHER PURPOSE WITHOUT THE EXPRESS WRITTEN APPROVAL OF THE EPISCOPAL FOUNDATION OF DALLAS." THE AGREEMENT ALSO REQUIRES A WRITTEN REPORT ON THE USE OF FUNDS AS FOLLOWS: "THE FOUNDATION EXPECTS THAT ALL MONIES GRANTED WILL BE EXPENDED FOR THE STATED PURPOSE WITHIN A REASONABLE TIME FRAME. THEREFORE, GRANTEE AGREES TO SUBMIT, BY MARCH 31 OF NEXT YEAR, A BRIEF NARRATIVE SUMMARY REPORT TO THE EPISCOPAL FOUNDATION OF DALLAS ON THE DISPOSITION OF GRANT MONIES RECEIVED, OR, IN CASES WHERE GRANT MONIES HAVE NOT YET BEEN DISBURSED, ON THE STATUS OF THE PROGRAM OR PROJECT THAT THE GRANT IS INTENDED FOR. THIS NARRATIVE REPORT SHOULD BE SUPPLEMENTED BY THE FOLLOWING SUPPORTING DOCUMENTS, WHERE IT IS FEASIBLE TO DO SO: PHOTOGRAPHS OF THE PROJECT, AN ITEMIZED ACCOUNT OF EXPENDITURES, COPIES OF PAID INVOICES OR BILLS, COPIES OF PUBLISHED MATERIALS AND ANNOUNCEMENTS. IF GRANT MONIES RECEIVED HAVE NOT BEEN FULLY EXPENDED, THE REPORT SHOULD PROVIDE DETAILS AS TO THE STATUS OF THE PROJECT FUNDED AND A TIMELINE FOR ITS COMPLETION." IF THE GRANTEE DOE NOT SUBMIT THE REQUESTED REPORT, THEY MAY NOT BE ELIGIBLE FOR CONSIDERATION FOR FUTURE GRANTS. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CEDAR ROUTH CORPORATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | ENTITY OWNED BY > 35% BY FAMILY MEMBERS OF LOUIS BEECHERL JR. | RelationshipDescriptionTxt |
| Transaction | $13,800 | TransactionAmt |
| Transaction | PROPERTY RENTAL | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 REVIEW PROCESS THE FORM 990 IS REVIEWED BY THE AUDIT AND ADMINISTRATION COMMITTEE AND THE RESULTS ARE REPORTED TO THE EXECUTIVE COMMITTEE PRIOR TO FILING THE RETURN WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | WRITTEN CONFLICT OF INTEREST POLICY TRUSTEES, COMMITTEE MEMBERS, AND EMPLOYEES OF THE FOUNDATION HAVE A DUTY TO DISCLOSE ANY TRANSACTIONS OR RELATIONSHIPS INVOLVING POSSIBLE CONFLICT OF INTEREST. IN ADDITION, AN ANNUAL REVIEW FOR ANY CONFLICTS OF INTEREST IS CONDUCTED BY THE EXECUTIVE DIRECTOR AND REPORTED TO THE CHAIRMAN OF THE BOARD OF TRUSTEES AND THE AUDIT COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS MADE AVAILABLE TO THE PUBLIC THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON ITS WEBSITE, WWW.EPISCOPALFOUNDATIONDALLAS.ORG. |
| PART XII, LINE 5 | OTHER CHANGES IN NET ASSETS $429,270 IS THE UNREALIZED GAIN IN INVESTMENTS FOR 2013. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GASTON EPISCOPAL HOSPITAL FOUNDATION | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5001 SPRING VALLEY ROAD STE 400 EAS | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75244 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 751743288 | EIN |
| Primary Activities | GRANTMAKER | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | PF | PublicCharityStatusTxt |
| 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 | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |