2024-05-15T07:45:26-04:00 2023-12-31 200578690 BALDWIN & ASSOCIATES LLC 210 WINGO WAY STE 202 MOUNT PLEASANT SC 294641819 990 2023-01-01 883236615 ELIZABETH L BATTLE TRUST FOR ST PHILIPS CHURCH ELIZ 8432245678 142 CHURCH STREET CHARLESTON SC 29401 ROBERT M KUNES TRUSTEE 8435772300 2024-03-15 true ROBERT KUNES XXX-XX-XXXX true ROBERT M BALDWIN CPAPFS P00002772 8437220785 2024-03-23 2023 2023-04-26 12:10:37Z ROBERT M KUNES 142 CHURCH STREET CHARLESTON SC 29401 2455224 false X X 2022 SC THE ELIZABETH L. BATTLE TRUST FOR ST. PHILIP'S CHURCH WILL PROVIDE AN ENDOWED FUND FOR THE SOLE USE AND BENEFIT OF THE PROTESTANT EPISCOPAL CHURCH OF THE PARISH OF SAINT PHILIP (HEREINAFTER ST. PHILIP'S CHURCH) (EIN 57-032-7892).ST. PHILIP'S CHURCH MAY WITHDRAW, ANNUALLY, AN AMOUNT FOR THE CHURCH'S USE IN ITS RELIGIOUS AND CHARITABLE PURPOSES WHICH DOES NOT EXCEED FOUR PERCENT OF THE AVERAGE FAIR MARKET VALUE OF THE TRUST. SETTLOR DIRECTS THAT UP TO TWENTY-FIVE PERCENT OF THE ANNUAL WITHDRAWALS MAY BE USED IN THE MAINTENANCE AND UPKEEP OF CHURCH PROPERTIES, AND THE BALANCE OF THE ANNUAL WITHDRAWALS MAY BE USED AS THE VESTRY OF THE CHURCH DETERMINES ARE AREAS OF THE CHURCH'S GREATEST NEED. THE SETTLOR REQUESTS THE VESTRY CONSIDER SUPPORTING THE CHURCH'S MINISTRY, INCLUDING THE CHURCH'S MUSIC PROGRAM, CONTINUED EDUCATIONAL EXPERIENCES FOR THE CLERGY, AND ADULT EDUCATIONAL PROGRAMS. 2 2 0 0 6780431 0 0 16614 204661 0 6797045 204661 204395 0 0 0 0 1500 205895 6797045 -1234 6797045 6795811 0 6797045 6795811 X THE ELIZABETH L. BATTLE TRUST FOR ST. PHILIP'S CHURCH WILL PROVIDE AN ENDOWED FUND FOR THE SOLE USE AND BENEFIT OF THE PROTESTANT EPISCOPAL CHURCH OF THE PARISH OF SAINT PHILIP (HEREINAFTER ST. PHILIP'S CHURCH) (EIN 57-032-7892). false false 205895 204395 SUPPORT OF ST. PHILLIPS CHURCH. 205895 true false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false true 0 0 0 false false false false false false false false false false false false false false X 2 2 false false false false false false false true true false false true false false false false false false SC X TODD C BROWN 8432245678 142 CHURCH STREET CHARLESTON SC 29401 X TODD C BROWN TRUSTEE 1.00 X 0 0 0 ROBERT M KUNES TRUSTEE 1.00 X 0 0 0 false false false 204661 204661 2250563 2250563 204661 204661 204395 204395 1500 1500 205895 205895 0 0 2286059 2209838 4510986 4585973 6797045 6795811 0 0 X 6797045 6795811 6797045 6795811 6797045 6795811 -1234 X false false X X X 1 ST PHILLIPS CHURCH ST PHILLIPS CHURCH 570327892 1 true 204395 0 1 204395 0 true false false false false false false false false false false false false false false true false false ST PHILIP'S EPISCOPAL CHURCH 142 CHURCH ST CHARLESTON SC 29401 570327892 503(C) 204395 GENERAL FORM 990 - ORGANIZATION'S MISSION THE ELIZABETH L. BATTLE TRUST FOR ST. PHILIP'S CHURCH WILL PROVIDE AN ENDOWED FUND FOR THE SOLE USE AND BENEFIT OF THE PROTESTANT EPISCOPAL CHURCH OF THE PARISH OF SAINT PHILIP (HEREINAFTER ST. PHILIP'S CHURCH) (EIN 57-032-7892). FORM 990 FIDUCIARY AND CONFLICT OF INTEREST AND COMPENSATION 1. THE CURRENT TRUSTEES SERVE WITHOUT COMPENSATION. 2. ALL ACTIONS OF THE TRUSTEES ARE SUBJECT TO REVIEW BY THE SUPPORTED ORGANZATION (ST. PHILLIPS CHURCH) AS FOLLOWS: TRUST REVIEW COMMITTEE. THE VESTRY SHALL APPOINT A COMMITTEE OF NO LESS THAN THREE NOR MORE THAN FIVE PERSONS (THE TRUST COMMITTEE) WHICH SHALL BE GIVEN COMPLETE ACCESS TO ALL INFORMATION. THE TRUST COMMITTEE SHALL BE COMPRISED OF AT LEAST ONE MEMBER OF THE VESTRY AND AT LEAST TWO MEMBERS OF THE CONGREGATION OF THE CHURCH WHO ARE NOT ON THE VESTRY. THE OTHER TWO MEMBERS OF THE TRUST COMMITTEE (IF MORE THAN THREE ARE APPOINTED) MAY BE MEMBERS OF THE VESTRY, OF THE CHURCH (BUT NOT THE VESTRY), OR MAY BE COMPLETELY UNAFFILIATED WITH ST. PHILIP'S. THE TRUST COMMITTEE SHALL BE COMPRISED OF AT LEAST ONE PERSON EXPERIENCED IN INVESTMENT MATTERS AND ONE PERSON WHO IS EITHER (A) A CERTIFIED PUBLIC ACCOUNTANT (PRACTICING OR RETIRED), OR (B) AN ATTORNEY (PRACTICING OR RETIRED) WHO IS KNOWLEDGEABLE IN FIDUCIARY RESPONSIBILITIES.THE TRUST COMMITTEE SHALL PROVIDE A WRITTEN REPORT TO THE VESTRY WITH RESPECT TO THE TRUST ACTIVITIES NO LESS FREQUENTLY THAN SEMI-ANNUALLY, OR ON SUCH MORE FREQUENT SCHEDULES (REGULAR OR EVENT DRIVEN) WITH RESPECT TO ITS VIEWS OF THE TRUST MANAGEMENT, INCLUDING ITS RETURNS AND EXPENSES. IT SHALL BE THE DUTY OF THE TRUST COMMITTEE TO REVIEW SUCH BOOKS AND MAKE A WRITTEN REPORT TO THE GENERAL CONGREGATION OF THE CHURCH AS TO THE CONDITION OF THE TRUST ON AN ANNUAL BASIS. FORM 990, PAGE 6, PART VI, LINE 11B THE TRUSTEES REVIEW THE RETURN PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 19 THE TRUSTEES WILL MAKE AVAILABLE A COPY OF THE 990 AT THE ADDRESS OF THE TRUST