2025-07-07T11:00:11-05:00 2024-12-31 593761263 RA SIMASEK PA 601 N FERN CREEK AVE STE 110 ORLANDO FL 32803 990 2024-01-01 590696299 BISHOP GRAY RETIREMENT FOUNDATION INC BISH 4076449866 PO BOX 233 WINTER PARK FL 32790 GINGER VAN VALKENBURGH EXECUTIVE DIRECTOR 4076449866 2025-06-30 1 1 REGIS MARTIN SIMASEK P00469121 4078945050 2024 2025-03-06 01:10:19Z GINGER VAN VALKENBURGH PO BOX 233 WINTER PARK FL 32790 842618 0 X WWW.BGRFOUNDATION.ORG X 1895 FL TO SUBSIDIZE HOUSING AND HEALTHCARE FOR THE AGED IN FINANCIAL NEED UNDER THE AUSPICES AND CONTROL OF THE CENTRAL, SW, AND SE FLORIDA DIOCESES OF THE EPISCOPAL CHURCH. 15 15 1 15 0 0 165329 166455 0 0 684740 676163 0 0 850069 842618 677133 700272 0 0 75761 78556 0 0 0 22184 22887 775078 801715 74991 40903 13812248 14467603 0 0 13812248 14467603 TO SUBSIDIZE HOUSING AND HEALTHCARE FOR THE AGED IN FINANCIAL NEED UNDER THE AUSPICES AND CONTROL OF THE CENTRAL, SW, AND SE FLORIDA DIOCESES OF THE EPISCOPAL CHURCH. 0 0 755444 700272 SUBSIDIZING QUALITY RETIREMENT HOUSING AND RELATED COSTS FOR AGED INDIVIDUALS (I.E. EPISCOPALIANS UNDER THE AUSPICES OF THE EPISCOPAL DIOCESES OF CENTRAL, SOUTHWEST, AND SOUTHEAST FLORIDA) WHO CAN DEMONSTRATE A FINANCIAL NEED - PAYMENTS PRIMARILY MADE DIRECTLY TO SERVICE PROVIDERS - 58 AGED INDIVIDUALS SERVED IN 2024. 755444 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 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 1 0 0 0 1 18 0 1 1 1 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X X GINGER VAN VALKENBURGH 4076449866 PO BOX 233 WINTER PARK FL 32790 THE RT REV DOUGLAS SCHARF PRESIDENT/TRUSTEE 0.30 X X 0 0 0 THE RT REV DR JUSTIN HOLCOMB VICE PRESIDENT/TRUSTEE 0.20 X X 0 0 0 MR ALEXANDER C MACKINNON SECRETARY/TRUSTEE 0.30 X X 0 0 0 MR GUY D COLADO TREASURER/TRUSTEE 0.20 X X 0 0 0 DR C THOMAS GOODING TRUSTEE 0.20 X 0 0 0 THE REV DEACON BILL MOYERS TRUSTEE 0.20 X 0 0 0 THE REV DEACON DENISE C HEALY TRUSTEE 0.30 X 0 0 0 THE VERY REV HUGH MCGLASHONJR TRUSTEE 0.20 X 0 0 0 THE RT REV PETER EATON TRUSTEE 0.20 X 0 0 0 DR HELEN BHAGWANDIN TRUSTEE 0.20 X 0 0 0 DR HARLINGTON HANNA TRUSTEE 0.20 X 0 0 0 THE REV DEACON KIM SPEAR TRUSTEE 0.30 X 0 0 0 MS MALVERN MATHIS TRUSTEE 0.20 X 0 0 0 MS BARBARA MACKENZIE TRUSTEE 0.20 X 0 0 0 MR TREVOR WHITLEY TRUSTEE 0.30 X 0 0 0 GINGER VAN VALKENBURGH EXECUTIVE DIRECTOR 25.00 X 66875 0 6565 66875 0 6565 0 0 0 0 0 166455 166455 676163 676163 842618 0 0 676163 700272 700272 66875 40125 26750 6024 3614 2410 540 324 216 5117 3071 2046 9229 9229 276 276 403 403 711 427 284 5130 3053 2077 BOARD MEETING COSTS 2787 1672 1115 ADMINISTRATIVE EXPENSES 2674 1604 1070 TELEPHONE 1677 1006 671 801715 755444 46271 0 34575 62380 5000 0 756 756 0 0 11706403 12107649 1950935 2170239 115335 127335 13812248 14467603 0 0 X 11138699 11794054 2673549 2673549 13812248 14467603 13812248 14467603 40903 614452 0 X X 0 1 X 1 0 X X X 3 EPIS DIOCESE OF CENT FL 596168979 1 1 217325 0 EPIS DIOCESE OF SW FL 591282026 1 1 198975 0 EPIS DIOCESE OF SE FL 591276272 1 1 283972 0 3 700272 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 10000000 1177011 -1177011 10000000 10000000 1724966 -1724966 10000000 10000000 -2742538 -2742538 10000000 10000000 1250279 -1250279 10000000 10000000 2302889 -2302889 10000000 0.85000 0.15000 0 0 756 756 0 0 NAV IN FUNDS 2170239 F 2170239 1457070 614452 614452 842618 0 842618 801715 0 801715 0 801715 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT CONSISTS OF VARIOUS INDIVIDUAL FUNDS ESTABLISHED FOR ESSENTIALLY ONE PURPOSE, WHICH IS TO PROVIDE RETIREMENT (I.E. HOUSING AND HEALTH CARE) ASSISTANCE FOR ELIGIBLE EPISCOPALIANS FROM THE CENTRAL, SOUTHWEST AND SOUTHEAST FLORIDA DIOCESES OF THE EPISCOPAL CHURCH. QUASI-ENDOWMENT FUNDS WERE ESTABLISHED BY THE BOARD IN 2014 FOR THE ABOVE REFERENCED PURPOSE - THAT IS, THE INCOME FROM THESE NET ASSETS ARE TO SUPPORT THE OPERATIONS OF THE ORGANIZATION. 1 EPISCOPALIANS FROM THE CENTRAL, SE, AND SW FLORIDA DIOCESES WHO SHOW FINANCIAL NEED 58 700272 COST PART I, LINE 2: GRANT FUNDS TO FINANCIALLY NEEDY EPISCOPALIANS FROM THE CENTRAL, SOUTHWEST, AND SOUTHEAST FLORIDA DIOCESES OF THE EPISCOPAL CHURCH MADE BASED UPON CRITERIA DETERMINED AND APPROVED BY THE BOARD OF TRUSTEES - PAYMENTS PRIMARILY MADE FOR HOUSING AND HEALTH CARE. PERIODIC REVIEW OF SUCH GRANTS (TO INCLUDE ELIGIBILITY) REVIEWED ON AN ONGOING BASIS BY THE BOARD OF TRUSTEES AT THEIR QUARTERLY MEETINGS. IT IS EXPECTED THAT THE BOARD OF TRUSTEES WILL RECUSE THEMSELVES AS REQUIRED AS RELATES TO THE ISSUANCE OF THESE GRANTS. FORM 990, PART VI, SECTION A, LINE 7A THE BISHOPS OF THE THREE SPONSORING DIOCESES, WHO BY THEIR POSITION ARE MEMBERS OF THE BOARD, APPOINT THE OTHER MEMBERS OF THE BOARD FROM THEIR RESPECTIVE DIOCESE. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF FORM 990 WAS REVIEWED IN DETAIL BY THE EXECUTIVE DIRECTOR AND THE SECRETARY (VOTING BOARD MEMBER) OF THE BOARD OF TRUSTEES FOR ANY CHANGES PRIOR TO SUBMISSION TO THE IRS. A COPY OF THE FORM 990 FILED WILL BE PROVIDED TO THE OTHER BOARD MEMBERS AFTER SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY REQUIRES CONFLICTS OF INTEREST TO BE DISCLOSED TO THE PRESIDENT OF THE ORGANIZATION ON AN ONGOING BASIS FOR ANY REQUIRED ACTION. IN ADDITION, AT THE TIME OF RECEIPT OF A COPY OF THE POLICY, MEMBERS OF THE BOARD OF TRUSTEES, OFFICERS, AND KEY EMPLOYEES ARE REQUIRED TO AFFIRM, THROUGH A SIGNED DECLARATION THAT ADVISES THERE ARE NO CONFLICTS OF INTEREST OR ADVISING THERE ARE POSSIBILITIES WHICH MUST BE DISCUSSED AND/OR DISCLOSED. THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY THE BOARD OF TRUSTEES AND ALL TRUSTEES MUST SUBMIT THE "BOARD MEMBER CONFICT OF INTEREST DISCLOSURE FORM" IF THEY HAVE ANY CONFLICTS TO REPORT. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S COMPENSATION DETERMINATION IS PART OF THE BUDGETARY PROCESS - THE COMPENSATION AMOUNT IS BASED ON THE FAIR MARKET VALUE OF THE POSITION AND APPROVED BY THE BOARD, WHOSE MEMBERS ARE KNOWLEDGABLE OF AND ACTIVE WITH SIMILAR NOT-FOR-PROFIT ENTITIES AND THEREFORE, KNOWLEDGEABLE AS TO THE FAIR MARKET VALUE OF THE POSITION INVOLVED. 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. FORM 990, PART XII, LINE 2C NO CHANGE IN THE OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR. EPISCOPAL DIOCESE OF SOUTHEAST FLORIDA INC 1717 N BAYSHORE DRIVE STE 241 MIAMI FL 33132 591276272 RELIGIOUS (DIOCESE) FL 501(C)(3) 509(A)(1) N/A 0 EPISCOPAL DIOCESE OF SOUTHWEST FLORIDA INC 8005 25TH STREET EAST PARRISH FL 34219 591282026 RELIGIOUS (DIOCESE) FL 501(C)(3) 509(A)(1) N/A 0 EPISCOPAL DIOCESE OF CENTRAL FLORIDA INC 1017 E ROBINSON STREET ORLANDO FL 32801 596168979 RELIGIOUS (DIOCESE) FL 501(C)(3) 509(A)(1) N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0