2024-05-09T14:34:32-05:00 2023-06-30 882730877 CHERRY BEKAERT ADVISORY LLC 200 SOUTH 10TH ST STE 900 RICHMOND VA 23219 990 2022-07-01 541727301 ST CHRISTOPHER'S SCHOOL FOUNDATION STCH 8042823185 711 ST CHRISTOPHERS ROAD RICHMOND VA 23226 DAVID S REYNOLDS TREASURER 8042823185 2024-05-07 1 DAVID REYNOLDS XXX-XX-XXXX 0 AMY DOSIK P00890743 8046735700 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DAVID S REYNOLDS 711 ST CHRISTOPHERS ROAD RICHMOND VA 23226 22741927 0 X WWW.STCHRISTOPHERS.COM X 1993 VA THE FOUNDATION'S PURPOSE AS A PUBLIC CHARITY SHALL INCLUDE FOSTERING AND PROMOTING THE WELFARE AND DEVELOPMENT OF ST. CHRISTOPHER'S SCHOOL. 11 11 0 11 14916 7139 7372941 8280148 0 0 3738402 2355881 0 0 11111343 10636029 6204004 7765195 0 0 0 0 0 0 0 764514 724297 6968518 8489492 4142825 2146537 84078857 89843481 4808130 5151256 79270727 84692225 THE FOUNDATION IS ORGANIZED TO PROMOTE THE WELFARE OF ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS TO INCLUDE THE EDUCATIONAL MINISTRY AND DEVELOPMENT OF ST. CHRISTOPHER'S SCHOOL. 0 0 7831421 7765195 TO PROMOTE THE WELFARE AND DEVELOPMENT OF ST. CHRISTOPHER'S SCHOOL, INCLUDING BUT NOT LIMITED TO PROVIDING GRANTS FOR NEED-BASED SCHOLARSHIPS AND FINANCIAL SUPPORT OF PROGRAM OPERATIONS AND CAPITAL PROJECTS. 7831421 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 12 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 1 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 VA X DAVID S REYNOLDS 8042823185 711 ST CHRISTOPHERS RD RICHMOND VA 23226 X TURNER AM BREDRUP PRESIDENT 2.00 X X 0 0 0 MR MATTHEW T AKIN DIRECTOR 2.00 X 0 0 0 MR PETER S ALCORN DIRECTOR 2.00 X 0 0 0 MR SAMUEL M BEMISS DIRECTOR 2.00 X 0 0 0 MR E CARLTON BUDDY WILTON DIRECTOR 2.00 X 0 0 0 MR MATTHEW B ENGEL DIRECTOR 2.00 X 0 0 0 MR D MASON LECKY PERMANENT DIRECTOR 2.00 X 0 0 0 MR RALEIGH W NUCKOLS DIRECTOR 2.00 X 0 0 0 MR SAMUEL TRIPP S TALIAFERRO PERMANENT DIRECTOR 2.00 X 0 0 0 MR WILLIAM L TYSON DIRECTOR 2.00 X 0 0 0 MR THOMAS B VALENTINE PERMANENT DIRECTOR 2.00 X 0 0 0 DAVID S REYNOLDS SECRETARY/TREASURER 5.00 X 0 0 0 0 0 0 0 0 0 0 FUND EVALUATION GROUP 201 EAST FIFTH ST STE 1600 CINCINNATI OH 45202 INVESTMENT MANAGEMENT 279603 CHURCH SCHOOLS DIOCESE OF VIRGINIA 8727 RIVER RD RICHMOND VA 23229 SUPPORT SERVICES 180000 2 8280148 768130 8280148 1941385 15061 1926324 12102811 417583 11662310 443588 440501 -26005 414496 -145 414641 10636029 0 14916 2340965 7765195 7765195 153533 153533 54575 54575 279603 279603 96008 96008 ANNUITY PAYMENTS 74352 74352 REAL ESTATE MAINTENANCE 55155 55155 11071 11071 8489492 7831421 658071 0 7901472 8046084 6370829 6987421 421800 250000 250000 9822091 747681 8515633 9074410 45870230 50445917 10764098 10201239 2883851 2855488 1522744 1561122 84078857 89843481 421408 3698 4386722 5147558 4808130 5151256 X 19972162 19392148 59298565 65300077 79270727 84692225 84078857 89843481 X 2146537 3883556 -608595 X 0 1 X 1 0 X 6457800 4447880 3751404 7372941 8280148 30310173 6457800 4447880 3751404 7372941 8280148 30310173 4935791 25374382 2081010 1538068 1339903 2838060 1926324 9723365 7139 7139 40040677 0.63370 0.64930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 69196902 2448890 5717557 3939623 73423726 78614777 3070243 -9021857 3466261 69196902 65063666 1018098 16204717 3671704 78614777 66070121 1548446 152853 2707754 65063666 63927464 2737832 2846073 3441248 66070121 0.20200 0.79800 0 0 1765885 1765885 2982956 5073250 747681 7308525 9074410 5000 C HEDGE FUNDS 7020702 F PRIVATE EQUITY 3175537 F 10201239 AMOUNTS HELD FOR OTHERS 524522 DUE TO ST CHRISTOPHER'S SCHOOL 4623036 5147558 X 14732271 3883556 1100884 -608595 4375845 10356426 279603 279603 10636029 9310773 1100884 1100884 8209889 279603 279603 8489492 PART V, LINE 4: THE FOUNDATION'S ENDOWMENT FUNDS CONSIST OF MULTIPLE INDIVIDUAL FUNDS AND ARE PROVIDED TO ST. CHRISTOPHER'S SCHOOL TO HELP SUPPORT SCHOLARSHIPS, FACULTY SUPPORT, SCHOOL OPERATIONS, AND CONSTRUCTION. THE PERCENTAGE REPORTED FOR PERMANENT ENDOWMENTS INCLUDES AMOUNTS THAT MUST BE MAINTAINED IN PERPETUITY AS WELL AS ACCUMULATED EARNINGS ON SUCH AMOUNTS THAT HAVE NOT YET BEEN APPROPRIATED FOR EXPENDITURE. PART X, LINE 2: MANAGEMENT HAS EVALUATED THE EFFECT OF THE GUIDANCE PROVIDED BY U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT BELIEVES THAT THE FOUNDATION CONTINUES TO SATISFY THE REQUIREMENTS OF A TAX-EXEMPT ORGANIZATION AT JUNE 30, 2023. MANAGEMENT HAS EVALUATED ALL OTHER TAX POSITIONS THAT COULD HAVE A SIGNIFICANT EFFECT ON THE FINANCIAL STATEMENTS AND DETERMINED THE FOUNDATION HAD NO UNCERTAIN INCOME TAX POSITIONS AT JUNE 30, 2023. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN SPLIT INTEREST AGREEMENTS 51,281. BAD DEBT LOSSES -627,362. CHANGE IN VALUE OF LIFE INSURANCE -32,514. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 6273937 0 0 0 0 0 0 6273937 0 6273937 0 0 1 0 0 0 PART III ACCOUNTING METHOD: 1 CHURCH SCHOOLS IN THE DIOCESE - ST CHRISTOPHER'S SCHOOL 711 ST CHRISTOPHERS ROAD RICHMOND VA 23226 540505886 501(C)(3) 3196553 0 SCHOOL OPERATIONS CHURCH SCHOOLS IN THE DIOCESE - ST CHRISTOPHER'S SCHOOL 711 ST CHRISTOPHERS ROAD RICHMOND VA 23226 540505886 501(C)(3) 645201 0 SCHOLARSHIPS CHURCH SCHOOLS IN THE DIOCESE - ST CHRISTOPHER'S SCHOOL 711 ST CHRISTOPHERS ROAD RICHMOND VA 23226 540505886 501(C)(3) 771822 0 FACULTY SUPPORT CHURCH SCHOOLS IN THE DIOCESE - ST CHRISTOPHER'S SCHOOL 711 ST CHRISTOPHERS ROAD RICHMOND VA 23226 540505886 501(C)(3) 3151619 0 CONSTRUCTION & EQUIPMENT 1 0 PART I, LINE 2: THE TREASURER OF THE ORGANIZATION ENSURES THE RECEIVING ENTITY HAS PROCEDURES IN PLACE TO MONITOR RECEIPT AND USE OF FUNDS. THE RECEIVING ENTITY IS AUDITED ANNUALLY AND IS RECONCILED WITH FUNDS DISBURSED BY THE FOUNDATION. X 85 729330 FMV X PIANO 1 38800 APPRAISAL 0 1 1 PART I, LINE 32B: THE FOUNDATION USES THIRD PARTY BROKERAGE HOUSES TO SELL DONATED SECURITIES. FORM 990, PART VI, SECTION A, LINE 4 ARTICLE VI - DIRECTORS - IN THE FOUNDATION'S ARTICLES OF INCORPORATION ADDED A NON-VOTING PERMANENT DIRECTOR POSITION FOR THE PRESIDENT OF CHURCH SCHOOLS IN THE DIOCESE OF VIRGINIA OR HIS/HER DESIGNEE. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE DRAFT RETURN WAS REVIEWED BY THE FOUNDATION'S MANAGEMENT PRIOR TO FILING. A COPY OF THE DRAFT RETURN, EXCLUDING THE SCHEDULE OF CONTRIBUTORS TO PROTECT DONOR PRIVACY, WAS ALSO DISTRIBUTED TO THE FOUNDATION'S BOARD OF DIRECTORS FOR REVIEW AND COMMENT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS SIGN NEW CONFLICT OF INTEREST STATEMENTS ANNUALLY WHICH ARE MAINTAINED AT THE ORGANIZATION'S BUSINESS OFFICE. IN THE EVENT OF A CONFLICT, A DIRECTOR OF THE FOUNDATION SHALL RECUSE HIMSELF/HERSELF FROM THE BOARD'S DELIBERATIONS REGARDING ANY MATTER IN WHICH THE DIRECTOR HAS A CONFLICT OF INTEREST, UNLESS THE CHAIR OF THE BOARD DETERMINES THAT RECUSAL IS UNNECESSARY IN THE PARTICULAR INSTANCE. A STAFF MEMBER SHALL NOT BE THE RESPONSIBLE STAFF PERSON ON A TRANSACTION IN WHICH HE/SHE HAS A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 QUESTIONS 15A AND 15B ARE NOT APPLICABLE BECAUSE THE ORGANIZATION HAS NO EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN SPLIT INTEREST AGREEMENT 51,281. CHANGE IN VALUE OF LIFE INSURANCE -32,514. BAD DEBT LOSSES -627,362.