2024-11-12T12:30:28-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 5255 EAST WILLIAMS CIRCLE SUITE 5000 TUCSON AZ 85711 990 2023-01-01 860780433 ST PHILIP'S PRESERVATION & ENDOWMENT FOUNDATION INC STPH 5209071859 PO BOX 65840 TUCSON AZ 85728 RAYMOND DEWEY TREASURER 5209071859 2024-11-11 1 1 HERB HOFFMAN CPA P00177945 5207903500 2024-11-11 2023 2024-10-15 13:58:12Z JANE PRESCOTT-SMITH PO BOX 65840 TUCSON AZ 85728 877465 0 X N/A X 1994 AZ PRESERVATION OF THE CAMPUS AND THE CREATION OF AN ENDOWMENT TO FINANCE THOSE ACTIVITIES. 9 9 0 9 0 0 41436 108610 0 0 337333 140937 0 0 378769 249547 84668 88738 0 0 0 0 0 0 0 38468 39549 123136 128287 255633 121260 4255259 4953087 0 0 4255259 4953087 ST PHILIP'S PRESERVATION AND ENDOWMENT IS DEDICATED TO THE PRESERVATION OF THE CAMPUS OF ST PHILIP'S AND THE CREATION OF AN ENDOWMENT TO FINANCE THOSE ACTIVITIES. 0 0 88738 88738 0 SUPPORT CONTRIBUTIONS TO ST PHILIP'S IN THE HILLS EPISCOPAL CHURCH FOR PAYMENT ON REPAIRS 88738 1 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 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 9 9 0 1 0 0 0 1 0 1 1 0 0 0 1 0 0 0 0 0 0 0 X LESLIE EISELE DBA GEMINI ACCOUNTING 5205480315 4055 W CAMINO NUESTRO TUCSON AZ 85745 X JANE PRESCOTT-SMITH PRESIDENT 4.00 X X 0 0 0 TIM BAYLEY VICE PRESIDENT 1.00 X X 0 0 0 JOHN BARRETT SECRETARY 1.00 X X 0 0 0 RAYMOND DEWEY TREASURER 4.00 X X 0 0 0 DAVID HASS DIRECTOR 1.00 X 0 0 0 JANET LINTON DIRECTOR 1.00 X 0 0 0 RICHARD POWELL DIRECTOR 1.00 X 0 0 0 JOHN WASZCZAK DIRECTOR 1.00 X 0 0 0 SARAH STRUTHERS DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 108610 108610 119192 119192 649663 627918 21745 21745 21745 249547 0 0 140937 88738 88738 9114 9114 28981 28981 FOREIGN TAX PAID ON INV 1424 1424 BANK CHARGES 30 30 128287 88738 39549 0 20262 16405 239772 348449 3995225 4588233 4255259 4953087 0 0 X 4255259 4953087 4255259 4953087 4255259 4953087 121260 576568 0 X 0 0 0 X X 1 ST PHILIPS IN THE HILLS EPISCOPAL CHURCH 860124188 1 1 88738 0 1 88738 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, PART IV, SECTION B, LINE 1 THE NOMINATING COMMITTEE PROVIDES A LIST OF QUALIFIED CANDIDATES TO THE TWO WARDENS AND THE RECTOR OF THE SUPPORTED ORGANIZATION FOR REVIEW BY THE VESTRY. THE VESTRY APPOVES A LIST OF CANDIDATES FROM THE LIST OF NOMINEES AND TRANSMITS THE APPROVED LIST TO THE FOUNDATION'S BOARD OF DIRECTORS. THE VESTRY MAY ALSO ADD NEW CANDIDATES THAT SATISFY THE QUALIFICATIONS TO BE ON THE BOARD. THE FOUNDATION'S BOARD OF DIRECTORS ELECTS FROM THE NOMINEES PRESENTED BY THE NOMINATING COMMITTEE AND APPROVED OR ADDED BY THE VESTRY TO FILL VACANCIES ON THE FOUNDATION'S BOARD. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 ST PHILIPS IN THE HILLS EPISCOPAL CHURCH 4400 N CAMPBELL AVE TUCSON AZ 85718 860124188 501(C)(3) 30000 0 N/A N/A SUPPORT FACILITIES MGT ST PHILIPS IN THE HILLS EPISCOPAL CHURCH 4400 N CAMPBELL AVE TUCSON AZ 85718 860124188 501(C)(3) 23250 0 N/A N/A PEW REFURBISHMENT ST PHILIPS IN THE HILLS EPISCOPAL CHURCH 4400 N CAMPBELL AVE TUCSON AZ 85718 860124188 501(C)(3) 7750 0 N/A N/A ARS RESERVE STUDY ST PHILIPS IN THE HILLS EPISCOPAL CHURCH 4400 N CAMPBELL AVE TUCSON AZ 85718 860124188 501(C)(3) 19200 0 N/A N/A REPAIRS MAIN WINDOW 1 0 PART I, LINE 2: NO SPECIFIC MONITORING IS DEEMED NECESSARY DUE TO THE ORGANIZATIONS BEING CLOSELY CONNECTED IN THEIR OPERATIONS AND LEADERSHIP. FORM 990, PART VI, SECTION A, LINE 1A THE ORGANIZATION HAS AN INVESTMENT COMMITTEE THAT WORKS DIRECTLY WITH THE OUTSIDE INVESTMENT MANAGER ON INVESTMENT DECISIONS AND REPORTS BACK TO THE FULL BOARD OF DIRECTORS ON THE ACTIONS THEY HAVE TAKEN. FORM 990, PART VI, SECTION A, LINE 3 A THIRD PARTY IS UTILIZED FOR BOOKKEEPING. THE BOARD PRESIDENT AND TREASURER OVERSEE THE DAILY FUNCTIONS AND BOOKKEEPING. FORM 990, PART VI, SECTION A, LINE 7A FIFTEEN (15) DAYS PRIOR TO THE OCTOBER VESTRY MEETING, THE NOMINATING COMMITTEE SHALL SUBMIT THE LIST OF QUALIFIED CANDIDATES TO THE TWO CHURCH WARDENS AND THE RECTOR FOR VESTRY REVIEW (OR OTHER GOVERNING BODY OF ST. PHILIP'S EPISCOPAL CHURCH OR ITS SUCCESSOR 501 (C) (3) QUALIFIED ENTITY). NO LATER THAN THIRTY (30) DAYS PRIOR TO THE ANNUAL MEETING OF THE FOUNDATION'S BOARD OF DIRECTORS, THE VESTRY SHALL BY MAJORITY VOTE APPROVE A LIST OF CANDIDATES FROM THE LIST OF NOMINEES AND TRANSMIT THE APPROVED LIST TO THE FOUNDATION'S BOARD OF DIRECTORS. THE VESTRY MAY ALSO, IN ITS DISCRETION, ADD NEW CANDIDATES TO THE LIST TRANSMITTED TO THE FOUNDATION'S BOARD OF DIRECTORS, PROVIDED, HOWEVER, THAT ANY NEW CANDIDATE MUST SATISFY THE QUALIFICATIONS SET FORTH IN THE BYLAWS OF THE FOUNDATION. AT ITS ANNUAL MEETING, THE FOUNDATION'S BOARD OF DIRECTORS SHALL ELECT FROM THE NOMINEES PRESENTED BY THE NOMINATING COMMITTEE AND APPROVED OR ADDED BY THE VESTRY THE NUMBER OF PERSONS REQUIRED TO FILL ALL VACANCIES ON THE FOUNDATION'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE BOARD PRESIDENT AND TREASURER PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12 THE BOARD ABIDES WITH THE CONFLICTS OF INTEREST STATEMENT ON FILE AT ST. PHILIP'S EPISCOPAL CHURCH. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. ST PHILIPS IN THE HILLS EPISCOPAL CHURCH 4400 N CAMPBELL AVE TUCSON AZ 85718 860124188 CHURCH AZ 501(C)(3) LINE 1 N/A 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0