2026-02-20T12:02:57-06:00 2025-06-30 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 46240 990 2024-07-01 201167452 ST RICHARD'S EPISCOPAL SCHOOL FOUNDATION INC STRI 3179260425 33 E 33RD STREET INDIANAPOLIS IN 46205 LINDA CHESTNUT FINANCE OFFICER 3179260425 2026-02-13 1 1 CASSE TATE P01271193 3175802000 2026-02-13 2024 2025-03-06 01:10:19Z MASON HUGHES 33 E 33RD STREET INDIANAPOLIS IN 46205 2600866 0 X N/A X 2005 IN TO PROVIDE FINANCIAL SUPPORT FOR THE WORK AND MINISTRY OF ST. RICHARD'S EPISCOPAL SCHOOL IN INDIANAPOLIS, IN AND ESPECIALLY TO HELP UNDERWRITE THE SCHOOL'S FINANCIAL AID AND SCHOLARSHIP PROGRAMS FOR THE FAMILIES WHO OTHERWISE WOULD NOT BE ABLE TO AFFORD THE TUITION TO ATTEND THE SCHOOL. 14 14 0 20 0 0 42753 1419153 0 0 496565 741393 0 0 539318 2160546 345000 367000 0 0 0 0 0 66000 75669 46434 61879 391434 494879 147884 1665667 8476927 10350308 0 80753 8476927 10269555 X THE MISSION OF ST. RICHARD'S EPISCOPAL SCHOOL FOUNDATION IS TO PROVIDE FINANCIAL SUPPORT FOR THE WORK AND MINISTRY OF ST. RICHARD'S EPISCOPAL SCHOOL IN INDIANAPOLIS, IN AND ESPECIALLY TO HELP UNDERWRITE THE SCHOOL'S FINANCIAL AID AND SCHOLARSHIP PROGRAMS FOR THE FAMILIES WHO OTHERWISE WOULD NOT BE ABLE TO AFFORD THE TUITION TO ATTEND THE SCHOOL. 0 0 367000 367000 ST. RICHARD'S FOUNDATION OPERATES FOR THE SUPPORT OF ST. RICHARD'S EPISCOPAL SCHOOL BY SECURING, DONATING AND ARRANGING DEFERRED GIFTS VIA FORMAL PLANNED GIVING INSTRUMENTS. 367000 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 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 14 14 0 0 0 0 0 1 0 1 1 0 0 0 0 1 1 0 0 0 IN X LINDA CHESTNUT 3179260425 33 E 33RD STREET INDIANAPOLIS IN 46317 MASON HUGHES PRESIDENT 4.00 X X 0 0 0 GREG HUMRICHOUSER VICE-PRESIDENT 4.00 X X 0 0 0 ANNE SELLERS TREASURER 4.00 X X 0 0 0 KATHRYN CRABB SCHERER SECRETARY 4.00 X X 0 0 0 DAN STRAHL MEMBER AT-LARGE 4.00 X 0 0 0 JIM LEMLER BOARD MEMBER 4.00 X 0 0 0 KEITH JEWELL BOARD MEMBER 4.00 40.00 X 0 102528 4538 GINNY RABBIT JENKINS BOARD MEMBER 4.00 X 0 0 0 MAGGIE RICHMOND CLINE BOARD MEMBER 4.00 X 0 0 0 CATEY HALE BOARD MEMBER 4.00 X 0 0 0 MALINA BACON BOARD MEMBER 4.00 X 0 0 0 ZACH SCHALK BOARD MEMBER 4.00 X 0 0 0 CARLOS BUSTAMANTE BOARD MEMBER 4.00 X 0 0 0 TOM GREIST BOARD MEMBER 4.00 X 0 0 0 0 102528 4538 0 0 0 0 0 1419153 89846 1419153 362779 362779 818934 440320 378614 378614 378614 2160546 0 0 741393 367000 367000 66000 66000 49105 49105 7048 7048 2621 2621 3105 3105 494879 367000 52210 75669 202415 479881 1184545 7969205 8685882 305307 0 8476927 10350308 0 80753 0 80753 X 8476927 10269555 8476927 10269555 8476927 10350308 1665667 126961 0 X X 0 1 X 1 0 X X 1 ST RICHARD'S EPISCOPAL SCHOOL INC 356007169 2 1 367000 0 1 367000 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 7437295 1419153 720297 317420 42880 9216445 7833837 42753 867304 323534 942459 40606 7437295 7575232 61373 705351 463500 44619 7833837 8684396 82660 -811381 334000 46443 7575232 6849209 133259 2063963 317500 44535 8684396 0.00000 0.65810 0.34190 0 0 0 DUE TO ST. RICHARD'S EPISCOPAL SCHOOL 80753 80753 X 2238402 126961 126961 2111441 49105 49105 2160546 445774 0 445774 49105 49105 494879 PART V, LINE 4: THE ENDOWMENT CONSISTS OF 14 INDIVIDUAL FUNDS ESTABLISHED BY DONORS TO FUND SEPARATE SCHOLARSHIPS AND FINANCIAL AID TO STUDENTS ATTENDING THE SCHOOL AND A GENERAL SCHOLARSHIP FUND. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO THEIR EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE INTERNAL REVENUE CODE. IN ADDITION, THE ORGANIZATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE PRIVATE FOUNDATIONS WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. THERE WAS NO UNRELATED BUSINESS INCOME TAX FOR THE YEARS ENDED JUNE 30, 2025 AND 2024. THE ORGANIZATION FILES US FEDERAL AND INDIANA INFORMATION RETURNS. THE ORGANIZATION IS NO LONGER SUBJECT TO US FEDERAL AND STATE INCOME TAX EXAMINATION BY TAX AUTHORITIES FOR FISCAL YEARS BEFORE 2022. MANAGEMENT BELIEVES THAT THE ORGANIZATION'S INCOME TAX FILING POSITIONS WILL BE SUSTAINED ON AUDIT AND DOES NOT ANTICPATE ANY ADJUSTMENTS THAT WILL RESTULT IN A MATERIAL CHANGE. X X X 1 CAPE FLETCHER ASSOCIATES PO BOX 2816 INDIANAPOLIS IN 46206 CAMPAIGN OPERATION CONSULTING 0 0 66000 -66000 66000 -66000 IN SCHEDULE G, PART I, LINE 2B, COLUMN (V) PROFESSIONAL FUNDRAISING SERVICES ARE LIMITED TO ADVISORY SERVICE TO DEVELOPMENT STAFF REGARDING STRUCTURING A SUCCESSFUL CAMPAIGN. 1 ST RICHARD'S EPISCOPAL SCHOOL INC 33 E 33RD STREET INDIANAPOLIS IN 46205 356007169 501(C)(3) 367000 0 TO SUPPORT EDUCATION 1 0 PART I, LINE 2: AS A RELATED ENTITY, THE FOUNDATION AWARDS GRANTS TO THE SCHOOL TO BE USED FOR FINANCIAL AID AND/OR SCHOLARSHIPS. ON OCCASION, THE FOUNDATION WILL AWARD THE SCHOOL ADDITIONAL FUNDING FOR SPECIAL PROJECTS. WE SET UP PROJECT CODES WITHIN OUR GENERAL LEDGER SYSTEM TO MONITOR THESE SPECIAL PROJECTS. MONITORING IS HANDLED BY THE FINANCE DIRECTOR WHO MANAGES THE GENERAL LEDGER FOR BOTH THE SCHOOL AND FOUNDATION. X 4 89846 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF TRUSTEES OF ST. RICHARD'S SCHOOL HAS THE POWER TO APPOINT THE MAJORITY OF ST. RICHARD'S FOUNDATION'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B BEFORE THE FORM 990 IS FILED, ALL BOARD MEMBERS ARE PROVIDED A DRAFT COPY OF THE RETURN. DONOR INFORMATION IS REDACTED FROM THIS DRAFT IN ACCORDANCE WITH THE SCHOOL'S PRIVACY OF DONOR INFORMATION. THE DONOR INFORMATION IS INCLUDED WITH THE RETURN THAT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12 THE BOARD HAS A FORMAL CONFLICT OF INTEREST POLICY WHICH REQUIRES DISCLOSURE OF INTERESTS THAT COULD GIVE RISE TO CONFLICT. ALL OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES WILL READ AND ACKNOWLEDGE POLICY ANNUALLY. FORM 990, PART VI, SECTION C, LINE 18 THEY ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THEY ARE MADE AVAILABLE UPON REQUEST. FROM 990, PART XII, LINE 2C THE AUDIT OVERSIGHT AND ACCOUNTANT SELECTION PROCESSES HAVE NOT CHANGED FROM THE PRIOR YEAR. ST RICHARD'S EPISCOPAL SCHOOL INC 33 E 33RD STREET INDIANAPOLIS IN 46205 356007169 EDUCATION OF CHILDREN GRADES PRE-KINDERGARTEN THROUGH 8 IN 501(C)(3) LINE 2 N/A 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0