2025-10-08T11:16:09+00:00 2024-12-31 332621854 CRI Capin Crouse Advisors LLC 345 Massachusetts Ave Suite 300 Indianapolis IN 46204 990 2024-01-01 131776448 Episcopal Church Foundation EPIS 8006972858 475 Riverside Drive 750 New York NY 10115 Dail St Claire President 8006972858 2025-10-08 true Sara Tibbott P01486965 5055022746 2025-10-08 2024 2025-03-06 01:10:19Z Dail St Claire 475 Riverside Drive 750 New York NY 10115 16082108 false X www.episcopalfoundation.org X 1949 NY Helps congregations and other Episcopal groups develop leadership and financial resources. 15 15 21 16 0 614880 848148 1305504 1550940 14030731 2802595 0 0 15951115 5201683 246789 302310 0 0 2867422 2981458 0 0 359503 1141819 1340980 4256030 4624748 11695085 576935 709163159 874066818 653989125 814870039 55174034 59196779 The Episcopal Church Foundation (ECF) is an independent, lay led organization that helps congregations and other Episcopal groups develop leadership and raise financial resources for ministry. ECF's practical, innovative, and spiritually grounded programs, products and services include endowment management services, planned giving and annual stewardship support, leadership resource development, the fellowship partners program, and web based resources and publications. ECF is also involved in a variety of collaborative projects and partnerships to provide new kinds of solutions to help address the changing needs of the Episcopal Church. false false 1885220 1532420 Financial and Strategic Resources - The Episcopal Church Foundation (ECF) provides a holistic approach to visioning, planning and financial resource development for Episcopal organizations and services and support including endowment management, planned giving, and stewardship consultation. These programs help congregations identify goals and raise resources to enhance and grow their local ministries and their wider mission. 1692170 302310 18520 Adaptive Ministries - The Episcopal Church Foundation (ECF) understands that church leaders must be fully equipped with effective resources. ECF's comprehensive visioning, training and information resources help empower lay and ordained leaders with the tools they need to strengthen and grow their congregations, including publications, web-based resources (ECF Vital Practices), and other collaborative leadership initiatives. ECF consulting services assist dioceses and congregations in making strategic decisions in a practical and spiritually grounded way. Additionally, through the Fellowship Partners program, ECF supports Episcopal scholars leaders pursuing advanced academic degrees and individuals involved in transformational ministries. 3577390 true true false false false true false false true true true true false false true false true false false false true false false false false false false true true true false false false false false false false false false false true false false false false true true false false false true 25 0 true 21 true false false false false false false false false false false false false X 15 15 false false false false false true false true true false false false false true true true true true true true false false X Craig Bossi 8006972858 475 Riverside Drive Ste 750 New York NY 10115 Andrea McKellar Secretary 1.0 X X 0 0 0 Andrew H Luke Treasurer 1.0 X X 0 0 0 Annette Buchanan Vice Chairperson 1.0 X X 0 0 0 S Todd Anderson Chairperson 1.0 X X 0 0 0 Allison Rutledge-Parisi Director 1.0 X 0 0 0 Charles Schilling Director 1.0 X 0 0 0 Derrick Humphries Director 1.0 X 0 0 0 G Peter Macon Director 1.0 X 0 0 0 Harry Grand Director 1.0 X 0 0 0 Jo Ann Roberts Director 1.0 X 0 0 0 Judy Godfrey Director 1.0 X 0 0 0 Julie Gehm Director 1.0 X 0 0 0 Karla Fernandez Parker Director 1.0 X 0 0 0 Linda Davila Director 1.0 X 0 0 0 Mason Lecky Director (part year) 1.0 X 0 0 0 Reynolds Cafferata Director 1.0 X 0 0 0 Craig Bossi VP of Finance & COO 40.0 X 206182 0 42250 Dail St Claire President 40.0 X 27596 0 0 Donald Romanik President (part year) 40.0 X 308995 0 59799 Carsten Sierck Managing Program Director 40.0 X 169681 0 65399 Aline Sun Program Director 40.0 X 123178 0 16718 Annette Richardson Senior Program Director 40.0 X 130154 0 34990 Yvonne Lembo Director of Development 40.0 X 122842 0 44685 1088628 0 263841 6 false true false Cohn Reznick LLP 350 Granite Street Suite 1200 Braintree MA 02184 Accounting services 143265 Mercer Investment Counseling LLC 21875 Network Place Chicago IL 60673 Investment Advisory 131630 Korn Ferry PO 1450 Minneapolis MN 55485 Executive Search 109000 3 4100 844048 88666 848148 Fees for services 900099 1532420 1532420 Publication fees 900099 18520 18520 0 0 0 0 1550940 2216220 2216220 0 0 11466800 10880425 586375 0 586375 586375 0 0 0 0 0 0 5201683 1550940 0 2802595 222310 222310 80000 80000 0 0 879902 706932 110675 62295 1574619 1265084 198056 111479 116365 93490 14637 8238 243595 195709 30640 17246 166977 137015 18358 11604 9668 6542 2484 642 48374 48374 131630 131630 330157 256141 48898 25118 52773 3231 49542 156036 105015 11687 39334 109979 74420 28261 7298 130615 104939 16429 9247 188407 171576 9910 6921 71668 65266 3769 2633 78150 62787 9830 5533 33523 26933 4217 2373 0 0 0 0 4624748 3577390 687855 359503 105824 182689 7281 121750 34781 5393 1413236 1684866 0 0 0 0 86327 178372 1541272 1468921 127165 72351 228463929 288718940 478924616 583102457 0 0 0 709163159 874066818 290520 275710 50000 627407437 787868566 0 0 26241168 26725763 653989125 814870039 X 47464143 51169904 7709891 8026875 55174034 59196779 709163159 874066818 X 576935 3178889 266921 X false true true false X 1503909 883309 735253 614880 848148 4585499 0 0 1503909 883309 735253 614880 848148 4585499 0 4585499 1129727 1615464 1070096 1519676 2216220 7551183 0 0 19506 0 0 0 19506 12156188 7458957 0.37722 0.42221 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - MISC INCOME, COLUMN A - , COLUMN B - 19506.0, COLUMN C - , COLUMN D - , COLUMN E - , COLUMN F - 19506.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 33 293861 221310 1175626 true true false true X 3525185 285989 122000 3689174 3246215 400970 122000 3525185 3908208 -539993 122000 3246215 3709801 320407 122000 3908208 3585155 246646 122000 3709801 0.0 1.0 0.0 false false 1009566 944270 65296 531706 524651 7055 72351 Closely-held equity interests Financial derivatives Hedge Funds 5464160 F Beneficial interest in perpetual trusts 1654853 F Cash and cash equivalents 31677864 C U.S. government and corporate obligations 1127596 F Common trust funds 483488279 F Pooled investments 57846856 F Money market funds 286607 C Private Equity Funds 1556242 F 583102457 Federal Income Taxes Liabilities under split-interest agreements and discount for future interest - pooled income fund 26725763 26725763 8515863 3178889 266921 3445810 5070053 131630 0 131630 5201683 4493118 0 0 4493118 131630 0 131630 4624748 Schedule D, Part IV, Line 2b Explanation of escrow agreement ECF manages certain investments on behalf of dioceses, parishes, and other Episcopal entities. Such investments, which are reported at fair value, approximated $787,868,566 and $627,407,437 at December 31, 2024 and 2023, respectively, and are reflected in the statements of financial position as investments managed on behalf of others. ECF has no ownership of or residual interest in these investments and as such, a liability equal to the fair value of the investments is reflected in the accompanying statements of financial position as funds managed on behalf of others. Schedule D, Part V, Line 4 Intended uses of endowment funds ECF's endowment consists of a portfolio of actively managed funds established to provide both a source of operating funds as well as long-term financial stability. The endowment has donor-restricted endowment funds that may have purpose restrictions on the use of the income. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 Change in value of split-interest agreements - 178050 Change in value of Beneficial Interest in perpetual trusts - 88871 Central America and the Caribbean 0 0 Investments 5464160 0 0 0 0 0 0 5464160 0 5464160 true false true false false false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual true St Stephen's Episcopal Church 030266161 501(c)(3) 40000 General support Episcopal Project 922533458 501(c)(3) 25000 General support St Mark's Episcopal Church 941156840 501(c)(3) 20326 General support All Saints Episcopal Church 951831098 501(c)(3) 12500 General support Grace Episcopal Church 540681945 501(c)(3) 11000 General support Emmanuel Episcopal Church 942423447 501(c)(3) 10100 General support Trinity Episcopal Church 430653302 501(c)(3) 9060 General support Trinity Episcopal Church 560530238 501(c)(3) 6000 General support Valley Forge Park Alliance 232036005 501(c)(3) 5500 General support 9 0 Episcopal Church Foundation Fellowship 8 80000 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds ECF makes grants to organizations from time to time and requires those organizations to submit a written description of their intended use of the funds. These submissions are reviewed by ECF management and progress reports, as required, are internally reviewed. Individuals who receive fellowship funding from ECF are required to submit status reports of the progress of their academic studies or transformational ministry. These reports are reviewed by a committee established by ECF specifically to oversee the fellowship program. As a condition of their Fellowship, individuals provide biannual progress reports to ECF, including an accounting of use of funds, which are internally reviewed. X X X false false false false false false false true false Donald Romanik President (part year) 286561 0 10000 0 12434 0 55203 0 4596 0 368794 0 0 0 Craig Bossi VP of Finance & COO 192955 0 8000 0 5227 0 21587 0 20663 0 248432 0 0 0 Carsten Sierck Managing Program Director 160242 0 8000 0 1439 0 45195 0 20204 0 235080 0 0 0 Yvonne Lembo Director of Development 114385 0 7000 0 1457 0 27998 0 16687 0 167527 0 0 0 Annette Richardson Senior Program Director 123825 0 6000 0 329 0 33475 0 1515 0 165144 0 0 0 Schedule J, Part I, Line 7 Non-fixed payments Board approved non-fixed payments in the form of bonuses were given to the following individuals: Dail St. Claire, President, Donald Romanik, President (part year), Craig Bossi, VP of Finance & COO, Carsten Sierck, Managing Program Director, Yvonne Lembo, Director of Development, Annette Richardson, Senior Program Director, Aline Sun, Program Director. 3 88666 Cost 0 false true false Schedule M, Part I The number of contributions represent the number of contributions received, not the number of items donated. Form 990, Part VI, Line 1a Delegate broad authority to a committee The Executive Committee consists of the Chairperson of the Board (who serves as chairperson of the Committee), the Vice Chairperson or the Chairperson elect, the President, the Secretary, the Treasurer, and the chairpersons of all standing committees. Subject to the discretion of the Board, the Executive Committee shall have immediate charge, management and control of the business and affairs of ECF, and it shall have full powers, in the intervals between the meetings of the Board, to do any and all things in relation to the affairs of ECF and to exercise any powers of the Board which are not specifically required by law or the Bylaws to be exercised by the Board, except that the Executive Committee shall not have power to remove or elect a Director or the President. The Executive Committee shall report to the Board, in writing, all actions taken by the Committee. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body The presiding bishop of the Episcopal Church selects two members of ECF's Board of Directors for a four-year term. Form 990, Part VI, Line 11b Review of form 990 by governing body The Form 990 is prepared by an independent CPA firm in conjunction with the organization's financial department. A copy of the draft Form 990 is reviewed in detail by the President, and Vice President of Finance & COO, and the Chairperson of the Board of Directors. The draft, less identified contributors, is also circulated to the full Board of Directors for discussion and comment. Each Director is provided ample opportunity to comment on the information contained in the 990 prior to its filing with the Internal Revenue Service. Form 990, Part VI, Line 12c Conflict of interest policy All members of the Board of Directors and all staff members are required to annually provide in writing a full disclosure of any real or perceived conflicts of interest as well as specifically identify if they are a director, officer, associate, partner, or manager in any outside firm or business enterprise, regardless of whether that relationship constitutes a potential conflict. Management monitors compliance through ongoing discussions and reminders of the conflict of interest policy. Should any potential conflicts of interest be disclosed, the board member or officer would be asked to refrain from participation in any deliberation or decision with regard to matters affected by the relationship. Form 990, Part VI, Line 15a Process to establish compensation of top management official The compensation for the organization's President is established and approved by the full Board of Directors and the Executive Committee based on a thorough evaluation of their performance relative to written annual administrative and programmatic goals. The compensation for other officers and key employees is established by the President within the context of annual staff reviews. Generally, compensation is compared on a yearly basis with available reports created by third parties that establish compensation ranges paid for comparable positions. The process is documented in the Board minutes for the President and in the personnel file for the other officers. Form 990, Part VI, Line 15b Process to establish compensation of other employees See narrative for Form 990, Part VI, Line 15a Form 990, Part VI, Line 19 Required documents available to the public The organization's financial statements, governing documents, and conflict of interest policy are made available to the public upon written request and at management's discretion. Form 990, Part XI, Line 9 Other changes in net assets or fund balances Change in value of split interest agreements - 178050; Change in value of beneficial interest in perpetual trust - 88871; Schedule F, Part IV Line 3 The organization has analyzed its ownership in the foreign corporation, Mercer Hedge Fund Investor SPC, and has determined that it does not meet the reporting thresholds for Form 5471. The Episcopal Church (aka DFMS) 815 Second Avenue New York NY 10017 135562208 Church NY 501(c)(3) 1 NA false Charitable Remainder Trust (1) Charitable Remainder Trust NY Episcopal Church Foundation Trust true false false true false false false false false false false false false false false false false false false false