2024-11-01T15:13:56-05:00 2023-12-31 541967771 CAVANAUGH NELSON PLC 999 WATERSIDE DRIVE SUITE 2250 NORFOLK VA 23510 990 2023-01-01 546036077 BRUTON PARISH CHURCH ENDOWMENT FUND INC C/O VM GEDDY III BRUT 7572292891 PO BOX 3520 WILLIAMSBURG VA 23187 VERNON M GEDDY III PRESIDENT 7572292891 2024-11-01 1 0 MARK A NELSON P00358004 7575784900 2023 2024-10-15 13:58:12Z VERNON M GEDDY III PO BOX 379 WILLIAMSBURG VA 23185 345052 0 X N/A X 1907 VA TO PROVIDE SUPPORT TO BRUTON PARISH CHURCH 9 9 0 0 0 0 6000 6000 0 0 53629 339052 0 0 59629 345052 350000 382000 0 0 0 0 0 0 0 17345 37115 367345 419115 -307716 -74063 12732544 13929155 0 0 12732544 13929155 TO PROVIDE SUPPORT TO BRUTON PARISH CHURCH. 0 0 382000 382000 ANNUAL SUPPORT TO BRUTON PARISH CHURCH FOR OPERATIONS, MAINTENANCE AND CAPITAL EXPENDITURES. 382000 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 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 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 VA X X THE ORGANIZATION 7572292891 PO BOX 3520 WILLIAMSBURG VA 23187 X VERNON M GEDDY III PRESIDENT 1.00 X X 0 0 0 TJ CARDWELL SECRETARY 1.00 X X 0 0 0 REV CHRIS EPPERSON DIRECTOR 1.00 X 0 0 0 CHARLES WILSON VICE PRESIDENT 1.00 X X 0 0 0 SEAN DRISCOLL DIRECTOR 1.00 X 0 0 0 JOHN FOGARTY TREASURER 5.00 X X 0 0 0 WILLIAM C PORTER JR DIRECTOR 1.00 X 0 0 0 VANESSA NORDLUND DIRECTOR 1.00 X 0 0 0 LOIS POLIFKA DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 6000 6000 339052 339052 345052 0 0 339052 382000 382000 10900 10900 24520 24520 1170 1170 OTHER EXPENSES 525 525 419115 382000 37115 0 1026057 690970 362318 6468292 11344169 6769893 12732544 13929155 0 0 X 12732544 13929155 12732544 13929155 12732544 13929155 -74063 1270674 0 X X 0 1 X 1 0 X X 1 BRUTON PARISH CHURCH 540519571 1 1 382000 0 1 382000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 X 1 0 PART IV, SECTION E, LINE 2A: THE BRUTON PARISH CHURCH ENDOWMENT FUND EXISTS TO STRICTLY AND PRUDENTLY INVEST THE ASSETS OF THE ENDOWMENT IN ORDER TO PROVIDE FUNDING FOR THE PHYSICAL MAINTENANCE AND MINISTRIES OF THE CHURCH. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 INVESTMENT IN PARTNERSHIPS 147868 F FIXED INCOME FUNDS 1408333 F BANK OF AMERICA MANAGED FUNDS 5213692 F 6769893 X 1591206 1270674 1270674 320532 24520 24520 345052 394595 0 394595 24520 24520 419115 PART X, LINE 2: BRUTON PARISH CHURCH ENDOWMENT FUND INC (BP)IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. INTERNAL REVENUE CODE SECTION 513(A) DEFINES AN UNRELATED TRADE OR BUSINESS OF AN EXEMPT ORGANIZATION AS ANY TRADE OR BUSINESS WHICH IS NOT SUBSTANTIALLY RELATED TO THE THE EXERCISE OR PERFORMANCE OF ITS EXEMPT PURPOSE. THE ORGANIZATION FILES FORM 990-T FOR ITS UNRELATED BUSINESS ACTIVITIES. CURRENTLY NO INCOME TAX IS DUE. BP BELIEVES IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. FEDERAL RETURNS OF ORGANIZATIONS EXEMPT FROM INCOME TAX (FORM 990) FILED BY BP ARE GENERALLY NOT SUBJECT TO EXAMINATION BY THE IRS FOR RETURNS FILED PRIOR TO THE YEAR 2021. 1 BRUTON PARISH CHURCH PO BOX 379 WILLIAMSBURG VA 23187 540519571 501(C)(3) 382000 0 SUPPORT FOR MINISTRY, MUSIC PROGRAM AND BUILDING MAINTENANCE FORM 990, PART VI, SECTION B, LINE 11B THE BOARD IS NOTIFIED WHEN A COPY OF THE 990 IS READY FOR REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BEFORE EACH BOARD OF DIRECTOR'S MEETING DEALING WITH GRANTS PAID OUT, THE TREASURER REMINDS THE ENTIRE BOARD OF THE CONFLICT OF INTEREST POLICY. THE PROPER GOVERNANCE OF THE BRUTON PARISH ENDOWMENT FUND, INC. DEPENDS UPON THE ACTIVE PARTICIPATION OF ITS DIRECTORS. THEY MUST BE FULLY INFORMED AT ALL TIMES AS TO EVENTS OR CIRCUMSTANCES, WHICH MIGHT CREATE BOTH AN ACTUAL OR APPEARANCE OF A CONFLICT OF INTEREST. DIRECTORS OF THE FUND SHALL AVOID ACTS OF SELF DEALING, OR THE APPEARANCE OF SUCH ACTS. ACCORDINGLY, THE FOLLOWING GENERAL PRINCIPLES HAVE BEEN ESTABLISHED: A. EACH DIRECTOR SHALL MAINTAIN THE HIGHEST LEVEL OF ETHICAL CONDUCT AND SHALL EXERCISE THE HIGHEST STANDARD OF CARE, DILLIGENCE, AND PRUDENCE WHEN CONDUCTING ANY ACTIVITY ON BEHALF OF THE FUND. EACH DIRECTOR SHALL DISCHARGE HIS DUTIES AS A DIRECTOR IN ACCORDANCE WITH HIS OR HER GOOD FAITH JUDGEMENT OF THE BEST INTEREST OF THE FUND. B. IN THE EVENT ANY DIRECTOR, OR A MEMBER OF HIS/HER IMMEDIATE FAMILY HAS A PERSONAL, FINANCIAL, OR BUSINESS INTEREST IN OUR GRANTS TO BRUTON PARISH CHURCH, THEN SUCH FINANCIAL INTEREST OR INVOLVEMENT SHALL BE DISCLOSED TO THE BOARD OF THE FUND. IN SUCH EVENT, ANY DIRECTOR MAY ANSWER PERTINENT QUESTIONS WHEN KNOWLEDGE REGARDING THE MATTER WILL ASSIST THE FUND. C. THE INTERESTED DIRECTOR SHALL DISCLOSE HIS OR HER INTEREST OR INVOLVEMENT IN THE MATTER BEING CONSIDERED BY THE BOARD, RECUSE HIM/HERSELF FROM THE DISCUSSION, AND ABSTAIN FROM VOTING ON THE MATTER, WITH SUCH ACTION BEING REPORTED IN THE MINUTES OF THE MEETING. FORM 990, PART VI, SECTION C, LINE 19 BRUTON PARISH CHURCH ENDOWMENT FUND, INC. MAKES ITS GOVERNING DOCUMENTS AND CONFLICTS OF INTEREST POLICY AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. BRUTON PARISH CHURCH PO BOX 3520 WILLIAMSBURG VA 23187 540519571 CHURCH VA 501(C)(3) 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BRUTON PARISH CHURCH B 382000 CASH DISBURSEMENT