2024-09-04T12:03:25-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 150 S WARNER ROAD SUITE 310 KING OF PRUSSIA PA 19406 990 2023-01-01 236396189 SOCIETY OF THE EPISCOPAL CHURCH FOR THE ADVANCEMENT OF CHRISTIANITY IN PA SOCI 3077332644 3430 ARABIAN DRIVE JACKSON WY 83001 KARIN W KING TREASURER 3077332644 2024-09-03 1 0 CONNIE M LIRA P00481097 2156433900 2024-09-03 2023 2024-08-08 14:25:15Z KARIN W KING 3430 ARABIAN DRIVE JACKSON WY 83001 858937 0 X N/A X 1812 PA PROVIDING CHURCHES WITH DIRECT MONETARY SUPPORT 11 10 0 11 0 0 6243 6243 0 0 251119 196957 0 0 257362 203200 132119 106399 0 0 7000 7000 0 0 0 36692 28535 175811 141934 81551 61266 2576795 2842121 0 0 2576795 2842121 PROVIDING CHURCHES WITH DIRECT MONETARY SUPPORT 0 0 106399 106399 0 AIDING CHURCHES BY PROVIDING FINANCIAL ASSISTANCE FOR INFRASTRUCTURE, OPERATION AND MISSION PURPOSES. TYPES OF ASSISTANCE INCLUDE BUT ARE NOT LIMITED TO: MAKING PARTIAL PAYMENTS ON REPAIRS AND REFURNISHINGS, AND HELPING TO FINANCE NEW AND EXISTING CHURCH MINISTRIES. 106399 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 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 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X KARIN W KING TREASURER 3077332644 3430 ARABIAN DRIVE JACKSON WY 83001 KARIN W KING SECRETARY/TREASURER/TRUSTE 2.00 X X 7000 0 0 HENRY WINSOR SENIOR VP/TRUSTEE EMERITUS 0.20 X X 0 0 0 ROBERTA A BARSOTTI VICE PRESIDENT/TRUSTEE 0.20 X X 0 0 0 FREDERIC N DITTMANN TRUSTEE 0.20 X 0 0 0 RONALD W FENSTERMACHER JR TRUSTEE 0.20 X 0 0 0 BRUCE T HOTALING TRUSTEE 0.20 X 0 0 0 RICHARD JT LERCH TRUSTEE 0.20 X 0 0 0 REV SEAN E MULLEN TRUSTEE 0.20 X 0 0 0 REV DANIEL REID TRUSTEE 0.20 X 0 0 0 ANSELM RICHARDS TRUSTEE 0.20 X 0 0 0 REV ANDREW VANBUREN TRUSTEE 0.20 X 0 0 0 7000 0 0 0 0 0 0 0 6243 6243 132082 132082 720612 655737 64875 64875 64875 203200 0 0 196957 106399 106399 7000 7000 6405 6405 19679 19679 STORAGE 2385 2385 STATE CHARITABLE REGIST 30 30 36 36 141934 106399 35535 0 40046 56116 2536749 2786005 2576795 2842121 0 0 X 2051608 2267132 525187 574989 2576795 2842121 2576795 2842121 61266 204060 0 X 1 X 0 0 0 X X 5 DIOCESE OF BETHLEHEM 240828212 1 0 38000 0 DIOCESE OF CENTRAL PENNSYLVANIA 231381037 1 0 21500 0 DIOCESE OF NORTHWESTERN PENNSYLVANIA 250965335 1 0 7749 0 DIOCESE OF PENNSYLVANIA 231352108 1 0 24913 0 DIOCESE OF PITTSBURGH 250965251 1 0 14237 0 5 106399 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 PART I, LINE 12G, COLUMN IV: ALTHOUGH THE SUPPORTED ORGANIZATIONS ARE NOT LISTED BY NAME IN THE GOVERNING DOCUMENT, THEY ARE DESIGNATED BY CLASS TO BE EPISCOPAL CHURCHES IN PENNSYLVANIA. THE MISSION OF THE ORGANIZATION IS TO PROVIDE CHURCHES WITH DIRECT SUPPORT, WHICH THE ORGANIZATION HAS BEEN DOING SINCE 1812. PART IV, SECTION A, LINE 1: ALTHOUGH THE SUPPORTED ORGANIZATIONS ARE NOT LISTED BY NAME IN THE GOVERNING DOCUMENT, THEY ARE DESIGNATED BY CLASS TO BE EPISCOPAL CHURCHES IN PENNSYLVANIA. THE MISSION OF THE ORGANIZATION IS TO PROVIDE CHURCHES WITH DIRECT SUPPORT, WHICH THE ORGANIZATION HAS BEEN DOING SINCE 1812. PART IV, SECTION B, LINE 1: THE SUPPORTED ORGANIZATIONS DO NOT HAVE THE POWER TO REGULARLY APPOINT OR ELECT THE ORGANIZATION'S DIRECTORS OR TRUSTEES. HOWEVER, THE BISHOPS OF THE DIOCESE ARE REQUIRED TO SERVE IN AN EX-OFFICIO CAPACITY PROVIDING OVERSITE TO THE ORGANIZATION AS WELL AS TO THE SUPPORTING ORGANIZATION VIA THEIR ROLE IN THE DIOCESE. IN ADDITION, THERE SHALL BE AT LEAST FIVE CLERGYMEN ENTITLED TO VOTE SERVING ON THE BOARD PROVIDING DIRECT OVERSITE FROM THE SUPPORTED ORGANIZATIONS WHERE THEY SERVE. AS SUCH, THE ORGANIZATION IS NOT DIRECTLY OPERATED, SUPERVISED OR CONTROLLED BY ALL THE ORGANIZATIONS IT SUPPORTS, BUT THERE IS INDIRECT OVERSIGHT VIA THE DIOCESE REQUIRED INVOLVEMENT. THIS REQUIREMENT ENSURES SUPPORT REACHES THE ORGANIZATION'S WITHIN THE DESIGNATED CLASS THAT THE ORGANIZATION IS DEDICATED TO SUPPORTING. PART IV, SECTION B, LINE 2: SEE RESPONSE TO SCHEDULE A, PART IV, SECTION B, LINE 1. THE SUPPORTED ORGANIZATIONS THEMSELVES DO NOT EXERCISE DIRECT SUPERVISION OVER THE SUPPORTING ORGANIZATION, BUT THERE IS CLEAR SUPERVISION FROM THE ORGANIZATIONS THAT OVERSEE BOTH THE SUPPORTING AND SUPPORTED ENTITIES TO ENSURE THE SUPPORTING ORGANIZATION STAYS WITHIN SERVICE TO ITS CHARITABLE CLASS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2537468 6243 401017 106399 52324 2786005 3354720 6243 -623559 132119 67817 2537468 2863729 10579 634007 84133 69462 3354720 2572419 421562 79886 50366 2863729 2108183 5153 585366 102231 24052 2572419 0.79890 0.00000 0.20110 0 0 0 PART V, LINE 4: THE ENDOWMENT FUNDS ARE INTENDED TO BE USED IN SUPPORT OF THE GRANT MAKING EFFORTS OF THE ORGANIZATION AS WELL AS FOR OPERATIONAL SUPPORT OF THE ORGANIZATION. 1 CHRIST EPISCOPAL CHURCH 601 NORTH MAIN STREET PO BOX 52 COUDERSPORT PA 16915 251798541 501(C)(3) 7000 0 PAINTING AND MAKING REPAIRS TO EXTERIOR OF RECTORY BUILDING REPAIRS TO TWO FLOORS IN THE KITCHEN AND BATHROOM. DIOCESE OF PENNSYLVANIA 3717 CHESTNUT STREET SUITE 300 PHILADELPHIA PA 19104 231352108 501(C)(3) 14749 0 OPERATIONAL AND MISSION SUPPORT NORTH PARISH EPISCOPAL CHURCH PO BOX 487 FRACKVILLE PA 17931 231883824 501(C)(3) 6000 0 SUPPLEMENTING THE COST TO COVER THE INCREASE OF FUEL AT ST. JOHNS ASHLAND AND HOLY APOSTLES ST. CLAIR. ST MARY'S EPISCOPAL CHURCH 104 LOUELLA AVENUE WAYNE PA 19087 221650020 501(C)(3) 10000 0 REPAIRS TO THE BOILER AND INSTALLATION OF A WATER SOFTENER. ST PAUL'S EPISCOPAL CHURCH 340 LOCUST STREET PO BOX 96 COLUMBIA PA 17512 251550351 501(C)(3) 7000 0 UPGRADE THEIR SOUND SYSTEM IN THE SANCTUARY ARTS. TRINITY EPISCOPAL CHURCH 200 S SECOND STREET POTTSVILLE PA 17901 231352492 501(C)(3) 9000 0 A NEW MEMBRANE ROOF ON THE EASTGATE ENTRANCE. REFURBISHING OF 100-YEAR OLD AUSTIN ORGAN CONSOLE. 6 0 PART I, LINE 2: THE RECIPIENT IS REQUIRED TO SIGN A STATEMENT ACKNOWLEDGING THE APPROVED USE OF THE FUNDS. IN ADDITION, GRANTS ARE LIMITED TO CHURCHES WITHIN THE SUPPORTED ORGANIZATION'S DIOCESES AND EACH OF THE SUPPORTED ORGANIZATIONS ARE REQUIRED TO APPROVE ALL GRANTEES TO CHURCHES IN THEIR RESPECTIVE DIOCESE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND THEN REVIEWED AND APPROVED BY THE TREASURER. A COPY OF THE FORM 990 IS PROVIDED TO THE GOVERNING BODY PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS. A POTENTIAL CONFLICT MUST BE DISCLOSED TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE, THE PERSON WITH THE POTENTIAL CONFLICT OF INTEREST MAY NOT PARTICIPATE IN THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. THE CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE ORGANIZATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST.