2024-05-15T16:15:55-05:00 2023-06-30 203992693 RANDY WALKER & CO 7800 IH 10 WEST STE 505 SAN ANTONIO TX 78230 990 2022-07-01 883316409 ST GEORGE EPISCOPAL DAY SCHOOL PERMANENT ENDOWMENT FUND STGE 2103424261 6900 WEST AVE SAN ANTONIO TX 78213 LINDSAY BLANTON PRESIDENT 2103424261 2024-05-15 1 LINDSAY BLANTON 999009999 1 RANDY L WALKER CPA P00963779 2103669430 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z LINDSAY BLANTON 6900 WEST AVE SAN ANTONIO TX 78213 366937 0 X N/A X 2022 TX ST. GEORGE EPISCOPAL DAY SCHOOL PERMANENT ENDOWMENT FUND IS ORGANIZED EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND CARRY OUT THE PURPOSES OF SAINT GEORGE EPISCOPAL DAY SCHOOL, INC. (SGES), A SCHOOL DESCRIBED IN SECTION 170(B)(1)(A)(II) OF THE INTERNAL REVENUE CODE. THE ENDOWMENT SHALL CARRY OUT ITS SPECIFIC PURPOSES BY RECEIVING AND HOLDING CONTRIBUTIONS, ENDOWMENTS, GIFTS, DONATIONS, AND GRATUITIES FROM THE GENERAL PUBLIC FOR THE SUPPORT OF SGES, AND BY PAYING OVER INCOME FROM AND PRINCIPAL OF SUCH AMOUNTS TO OR FOR THE BENEFIT OF SGES FROM TIME TO TIME AS THE BOARD OF DIRECTORS OF THE ENDOWMENT SHALL DETERMINE. 3 3 0 3 0 0 0 360000 0 0 0 6937 0 0 0 366937 0 0 0 0 0 0 0 0 0 0 0 0 0 0 366937 0 386643 0 0 0 386643 X ST. GEORGE EPISCOPAL DAY SCHOOL PERMANENT ENDOWMENT FUND IS ORGANIZED EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND CARRY OUT THE PURPOSES OF SAINT GEORGE EPISCOPAL DAY SCHOOL, INC. (SGES), A SCHOOL DESCRIBED IN SECTION 170(B)(1)(A)(II) OF THE INTERNAL REVENUE CODE. THE ENDOWMENT SHALL CARRY OUT ITS SPECIFIC PURPOSES BY RECEIVING AND HOLDING CONTRIBUTIONS, ENDOWMENTS, GIFTS, DONATIONS, AND GRATUITIES FROM THE GENERAL PUBLIC FOR THE SUPPORT OF SGES, AND BY PAYING OVER INCOME FROM AND PRINCIPAL OF SUCH AMOUNTS TO OR FOR THE BENEFIT OF SGES FROM TIME TO TIME AS THE BOARD OF DIRECTORS OF THE ENDOWMENT SHALL DETERMINE. 0 0 THE PURPOSE OF THE CORPORATION IS TO MAINTAIN AN ENDOWMENT FUND TO BE USED FOR THE BENEFIT OF AND IN FURTHERANCE OF THE PURPOSES OF SAINT GEORGE EPISCOPAL DAY SCHOOL, INC. OF SAN ANTONIO, TEXAS, FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, TESTING FOR PUBLIC SAFETY, LITERARY, OR EDUCATIONAL PURPOSES. 1 1 0 0 0 0 0 0 0 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 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 X 3 3 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 1 0 0 0 X ELIZABETH KIEHNE 2103424261 6900 WEST AVE SAN ANTONIO TX 78213 X LINDSAY BLANTON PRESIDENT 1.00 1.00 X X 0 0 0 SUSAN ALWAIS BOARD MEMBER 1.00 1.00 X 0 0 0 RAJEEV PURI BOARD MEMBER 1.00 1.00 X 0 0 0 BART WILSON BOARD MEMBER 1.00 1.00 X 0 0 0 ANDREW KECK BOARD MEMBER 1.00 1.00 X 0 0 0 0 0 0 0 0 0 0 0 360000 360000 6937 6937 366937 0 0 6937 0 0 0 0 386643 0 386643 0 0 X 0 386643 0 386643 0 386643 366937 19706 0 X 0 0 0 X X 1 ST GEORGE EPISCOPAL DAY SCHOOL INC 741749002 2 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 360000 26643 386643 1.00000 0.00000 0.00000 0 0 0 PART V, LINE 4: UPON THE EARLIER OF FIVE YEARS FROM ENDOWMENT FORMATION OR THE ENDOWMENT BALANCE REACHING $3,000,000, THE FUND HAS A POLICY OF APPROPRIATING FOR DISTRIBUTION UP TO 50% OF THE AVERAGE INCOME FOR THE MOST RECENT 3 YEARS THAT IS TO BE USED TOWARDS FORTIFYING THE ANNUAL BUDGET, PROVIDED THE DISTRIBUTION IS NOT HIGHER THAN 5% OF THE OVERALL ENDOWMENT BALANCE. IN ESTABLISHING THIS POLICY, THE FUND CONSIDERED THE LONG-TERM EXPECTED RETURN ON ITS ENDOWMENT. ACCORDINGLY, OVER THE LONG TERM, THE FUND EXPECTS THE CURRENT SPENDING POLICY TO ALLOW ITS ENDOWMENT TO GROW IN EXCESS OF THE AVERAGE RATE OF INFLATION. THIS IS CONSISTENT WITH THE FUND'S OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS HELD IN PERPETUITY OR FOR A SPECIFIED TERM, AS WELL AS TO PROVIDE ADDITIONAL REAL GROWTH THROUGH NEW GIFTS AND INVESTMENT RETURN. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD WILL REVIEW THE 990 FORM PRIOR TO FILING THE TAX RETURN. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION ST. GEORGE EPISCOPAL DAY SCHOOL PERMANENT ENDOWMENT FUND 6900 WEST AVENUE SAN ANTONIO, TX 78213 EMPLOYER IDENTIFICATION NUMBER: 88-3316409 FOR THE YEAR ENDING JUNE 30, 2023 ST. GEORGE EPISCOPAL DAY SCHOOL PERMANENT ENDOWMENT FUND IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F). ST GEORGE EPISCOPAL CHURCH 6904 WEST AVENUE SAN ANTONIO TX 78213 741388598 PROVIDE RELIGIOUS SERVICES AND GUIDANCE TX 501(C)(3) 170(B)(1)(A)(I) 0 ST GEORGE EPISCOPAL SCHOOL INC 6900 WEST AVENUE SAN ANTONIO TX 78213 741749002 SUPPORTING ORGANIZATION FOR ST. GEORGE EPISCOPAL DAY SCHOOL TX 501(C)(3) 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 ST GEORGE EPISCOPAL SCHOOL INC C 360000 FMV