2023-06-29T10:05:13-05:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 150 S WARNER ROAD SUITE 310 KING OF PRUSSIA PA 19406 990 2022-01-01 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 2023-06-27 1 KARIN KING 999009999 0 CONNIE M LIRA P00481097 2156433900 2023-06-27 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KARIN W KING 3430 ARABIAN DRIVE JACKSON WY 83001 738254 0 X N/A X 1812 PA PROVIDING CHURCHES WITH DIRECT MONETARY SUPPORT 12 11 0 11 0 0 10579 6243 0 0 241603 251119 650 0 252832 257362 84133 132119 0 0 7000 7000 0 0 0 36860 36692 127993 175811 124839 81551 3341054 2576795 0 0 3341054 2576795 PROVIDING CHURCHES WITH DIRECT MONETARY SUPPORT 0 0 132119 132119 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, LIQUIDATIONS OF MORTGAGES, AND PURCHASING NEW SITES. 132119 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 12 11 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/TRUSTEE 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 J DOUGLAS ROLLOW III TRUSTEE EMERITUS 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 132154 132154 599857 480892 118965 118965 118965 257362 0 0 251119 132119 132119 7000 7000 5670 5670 28868 28868 STORAGE 2124 2124 STATE CHARITABLE REGIST 30 30 175811 132119 43692 0 48592 40046 3292462 2536749 3341054 2576795 0 0 X 2666104 2051608 674950 525187 3341054 2576795 3341054 2576795 81551 -845810 0 X 1 X 0 0 0 X X 5 DIOCESE OF BETHLEHEM 240828212 1 0 48122 0 DIOCESE OF CENTRAL PENNSYLVANIA 231381037 1 0 0 0 DIOCESE OF NORTHWESTERN PENNSYLVANIA 250965335 1 0 0 0 DIOCESE OF PENNSYLVANIA 231352108 1 0 38185 0 DIOCESE OF PITTSBURGH 250965251 1 0 45812 0 5 132119 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 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 3354720 6243 -623559 -132119 -67817 2537468 2863729 10579 634007 84133 69462 3354720 2572419 421562 79886 50366 2863729 2108183 5153 585366 102231 24052 2572419 2259632 5153 -32023 102485 22094 2108183 0.79900 0.00000 0.20100 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 ALL SAINT'S EPISCOPAL CHURCH 3577 MCCLURE AVENUE PITTSBURGH PA 15212 237239293 501(C)(3) 8000 0 HANDICAPPED RAMP CHURCH OF THE ADVENT 51 SOUTH FIRST STREET JEANETTE PA 15644 256000834 501(C)(3) 8700 0 PURCHASE AND INSTALL A SECURITY SYSTEM FOR THE CHURCH DIOCESE OF PENNSYLVIANIA 3717 CHESTNUT STREET SUITE 300 PHILADELPHIA PA 19104 231352108 501(C)(3) 12545 0 OPERATIONAL AND MISSION SUPPORT EPISCOPAL CHURCH OF ST SIMON THE CRYENIAN 1401 W 22ND STREET PHILADELPHIA PA 19146 236601707 501(C)(3) 10500 0 REPAIRS TO THE KITCHEN GEORGE W SOUTH MEMORIAL CHURCH OF THE ADVOCATE 1801 W DIAMOND STREET PHILADELPHIA PA 19121 231353306 501(C)(3) 10000 0 REPLACEMENT OF THE BOILER SYSTEM IN THE PARISH HALL GRACE EPISCOPAL CHURCH 108 N 5TH STREET ALLENTOWN PA 181024161 231630482 501(C)(3) 8400 0 RESTORATION AND MAINTENANCE OF A SECTION OF THE CHURCH'S FLAT ROOF GRACE EPISCOPAL CHURCH 827 CHURCH STREET HONESDALE PA 18431 240798708 501(C)(3) 8224 0 INSTALLATION OF TWO NEW LARGE WINDOWS 3' X 8 AND ONE WINDOW 5' X 6' IN THE PARISH HALL ST BARNABAS EPISCOPAL CHURCH 989 MORGAN STREET BRACKENRIDGE PA 150141197 251140085 501(C)(3) 6000 0 REPAIRS AND PAINTING OF THE WALLS OF THE SANCTUARY ST MARK'S EPISCOPAL CHURCH 1109 CHURCH STREET PO BOX 678 MOSCOW PA 184449396 232121819 501(C)(3) 10000 0 UPGRADE THE EXTERIOR OF THE CHURCH WITH MAINTENANCE FREE SIDING, SOFFITS, AND TRIM AND PAINT THE GUTTERS AND WINDOWS ST MARK'S EPISCOPAL CHURCH 335 LOCUST STREET JOHNSTON PA 159011606 251157548 501(C)(3) 8500 0 REPAIRS TO THE BASEMENT TO COMPLY WITH THE GREATER JOHNSTOWN WATER AUTHORITY'S SEWER WORK ST MARY'S EPISCOPAL CHURCH 36 ARDMORE AVENUE ARDMORE PA 19003 231352469 501(C)(3) 15000 0 REPLACE 30-YEAR-OLD BOILER WITH TWO SMALLER ONES TRINITY EPISCOPAL CHURCH 703 S MAIN STREET ATHENS PA 18810 240862919 501(C)(3) 6000 0 MAKE EMERGENCY REPAIRS TO THE ROOFS ON THE RECTORY AND THE CHURCH TRINITY EPISCOPAL CHURCH 137 TRINITY HILL ROAD MT POCONO PA 18344 231701937 501(C)(3) 10000 0 REPLACEMENT OF ROOF OF CHURCH AND RECTORY 13 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.