ST LUKES EPISCOPAL CHURCH FOUNDATION INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: ST LUKES EPISCOPAL CHURCH FOUNDATION INC (EIN 23-7361925)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-11-11
IRS object ID: 202343159349301724
Schema version: 2022v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule F
Schedule I
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-11-11T14:34:00-05:00	ReturnTs
Tax Period End	2022-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	201842362	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	J ALAN RUTHERFORD CPA PA	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	225 N MAIN ST STE 302	AddressLine1Txt
City	SALISBURY	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	28144	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2022-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	237361925	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ST LUKES EPISCOPAL CHURCH FDN	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	STLU	BusinessNameControlTxt
Phone	7046333221	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	131 W COUNCIL ST	AddressLine1Txt
City	SALISBURY	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	28144	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ED NORVELL	PersonNm
Person Title	TREASURER	PersonTitleTxt
Phone	7046333221	PhoneNum
Signature	2023-11-11	SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	ED	PersonFirstNm
Person Last	NORVELL	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	J ALAN RUTHERFORD CPA	PreparerPersonNm
PTIN	P00206851	PTIN
Phone	7046334060	PhoneNum
Preparation	2023-11-11	PreparationDt

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	ED NORVELL	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	131 W COUNCIL ST	AddressLine1Txt
City	SALISBURY	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	28144	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$1,623,653	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.STLUKESSALISBURY.NET	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1973	FormationYr
Activity Or Mission	SUPPORTING ORGANIZATION (CHURCH) PROVIDING GRANT FUNDING OUTREACH FOR USE BY OTHER CHARITABLE ORGANMIZATIONS FOR MISSIONS, LOCAL NEEDS AND ST LUKES EPISCOPAL CHURCH.	ActivityOrMissionDesc
Voting Members Governing Body	7	VotingMembersGoverningBodyCnt
Voting Members Independent	7	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Gross UBI	$0	TotalGrossUBIAmt
PY Contributions Grants	$1,895	PYContributionsGrantsAmt
CY Contributions Grants	$975	CYContributionsGrantsAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$599,726	PYInvestmentIncomeAmt
CY Investment Income	$92,086	CYInvestmentIncomeAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$601,621	PYTotalRevenueAmt
CY Total Revenue	$93,061	CYTotalRevenueAmt
PY Grants And Similar Paid	$302,432	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$205,035	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid	$0	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$53,526	PYOtherExpensesAmt
CY Other Expenses	$47,264	CYOtherExpensesAmt
PY Total Expenses	$355,958	PYTotalExpensesAmt
CY Total Expenses	$252,299	CYTotalExpensesAmt
PY Revenues Less Expenses	$245,663	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$159,238	CYRevenuesLessExpensesAmt
Total Assets BOY	$4,511,012	TotalAssetsBOYAmt
Total Assets EOY	$4,351,774	TotalAssetsEOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$4,511,012	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$4,351,774	NetAssetsOrFundBalancesEOYAmt
Mission	PROVIDE GRANT FUNDING FOR MISSIONS, CHARITABLE OUTREACH MINISTRIES, AND ST LUKE'S EPISCOPLAL CHURCH PROGRAMS, BUILDINGS AND GROUNDS.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$205,035	ExpenseAmt
Grant	$205,035	GrantAmt
Desc	PROVIDED SUPPORT FOR CHURCH SPONSORED ACTIVITIES.	Desc
Total Program Service Expenses	$205,035	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	false	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	false	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	false	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	false	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	Yes (true)	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	false	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	false	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	false	ScheduleORequiredInd
IRP Document	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	7	GoverningBodyVotingMembersCnt
Independent Voting Member	7	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	false	ConflictOfInterestPolicyInd
Whistleblower Policy	false	WhistleblowerPolicyInd
Document Retention Policy	false	DocumentRetentionPolicyInd
Compensation Process CEO	false	CompensationProcessCEOInd
Compensation Process Other	false	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	ED NORVELL	PersonNm
Phone	7046333221	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	131 W COUNCIL ST	AddressLine1Txt
City	SALISBURY	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	28144	ZIPCd

Field	Value	IRS element (for citing)
No Listed Persons Compensated	Yes (X)	NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
CATHY GREEN
PRESIDENT	2.00	Yes (X)	Yes (X)	$0	$0	$0
LUKE HAMATY
TRUSTEE	2.00	Yes (X)		$0	$0	$0
DORA MBUWAYESANGO
TRUSTEE	2.00	Yes (X)		$0	$0	$0
JENNIFER MCKINNEY
TRUSTEE	2.00	Yes (X)		$0	$0	$0
ED NORVELL
TREASURER	2.00	Yes (X)	Yes (X)	$0	$0	$0
CRIS SNARSKY-LECKONBY
TRUSTEE	2.00	Yes (X)		$0	$0	$0
LORI VAN WALLENDAEL
VIDE PRESIDE	2.00	Yes (X)	Yes (X)	$0	$0	$0

Field	Value	IRS element (for citing)
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	false	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd
All Other Contributions	$975	AllOtherContributionsAmt
Total Contributions	$975	TotalContributionsAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$126,631	TotalRevenueColumnAmt
Related Or Exempt Func Income	$126,631	RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$1,491,673	SecuritiesAmt
Other	$4,374	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$1,530,592	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$38,919	SecuritiesAmt
Other	$4,374	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$34,545	TotalRevenueColumnAmt
Related Or Exempt Func Income	-$34,545	RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$93,061	TotalRevenueColumnAmt
Related Or Exempt Func Income	$92,086	RelatedOrExemptFuncIncomeAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$152,275	TotalAmt
Program Services	$152,275	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$52,760	TotalAmt
Program Services	$52,760	ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$2,100	TotalAmt
Management And General	$2,100	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$40,042	TotalAmt
Management And General	$40,042	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$883	TotalAmt
Management And General	$883	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$4,239	TotalAmt
Management And General	$4,239	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$252,299	TotalAmt
Program Services	$205,035	ProgramServicesAmt
Management And General	$47,264	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$598	BOYAmt
EOY	$595	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$4,510,414	BOYAmt
EOY	$4,351,179	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$4,511,012	BOYAmt
EOY	$4,351,774	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Field	Value	IRS element (for citing)
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

Field	Value	IRS element (for citing)
BOY	$4,511,012	BOYAmt
EOY	$4,351,774	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$4,511,012	BOYAmt
EOY	$4,351,774	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$4,511,012	BOYAmt
EOY	$4,351,774	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$159,238	ReconcilationRevenueExpnssAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	false	FSAuditedInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Supporting Organization509a3	Yes (X)	SupportingOrganization509a3Ind
Supporting Org Type1	Yes (X)	SupportingOrgType1Ind
Supported Organizations	1	SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	ST LUKES EPISCOPAL CHURCH	BusinessNameLine1Txt
Business Name Line2	ST LUKES EPISCOPAL CHURCH	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
EIN	560597098	EIN
Organization Type	1	OrganizationTypeCd
Governing Document Listed	Yes (true)	GoverningDocumentListedInd
Support	$35,491	SupportAmt
Other Support	$0	OtherSupportAmt

Field	Value	IRS element (for citing)
Supported Organizations Total	1	SupportedOrganizationsTotalCnt
Support Sum	$35,491	SupportSumAmt
Other Support Sum	$0	OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

Field	Value	IRS element (for citing)
Listed By Name Governing Doc	Yes (true)	ListedByNameGoverningDocInd
Suprt Org No IRS Determination	false	SuprtOrgNoIRSDeterminationInd
Supported Org Section C456	false	SupportedOrgSectionC456Ind
Supported Org Not Organized US	false	SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org	false	OrganizationChangeSuprtOrgInd
Support Non Supported Org	false	SupportNonSupportedOrgInd
Payment Substantial Contribtr	false	PaymentSubstantialContribtrInd
Loan Disqualified Person	false	LoanDisqualifiedPersonInd
Controlled Disqualified Prsn	false	ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int	false	DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int	false	DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules	false	ExcessBusinessHoldingsRulesInd
Contribution Controller	false	ContributionControllerInd
Contribution Family	false	ContributionFamilyInd
Contribution35 Controlled	false	Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

Field	Value	IRS element (for citing)
Power Appoint Majority Dir Trst	Yes (true)	PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org	false	OperateBenefitNonSuprtOrgInd

Schedule F IRS990ScheduleF

Grants To Org Outside US GrantsToOrgOutsideUSGrp (4 entries)

Purpose Of GrantPurposeOfGrantTxt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt
TECH VOCATIONAL TRAI	$10,000	CHECK
EVANGELISM PROJECT	$10,000	CHECK
SUPPORT FOR REFUGEES	$12,760	CHECK
NURSERY CONSTRUCTION	$15,000	CHECK

Field	Value	IRS element (for citing)
Total501c3 Org	4	Total501c3OrgCnt
Transfer To Foreign Corp	false	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	false	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	false	PassiveForeignInvestmestCoInd
Foreign Partnership	false	ForeignPartnershipInd
Boycott Countries	false	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE F, PAGE 1, PART I, LINE 2	FormAndLineReferenceDesc
Explanation	DETERMINING GRANTS: THE FOUNDATION HAS A SET OF PUBLISHED MISSIONAL PRIORTIES IT USED TO GUIDE THE TRUSTEES IN DETERMING HOW WELL THE PROJECT FITS THE MISSION AND GUIDELINES OF THE FOUNDATION. A GRANT PROPOSAL APPLICATION IS USED BY EACH TRUSTEE TO RANK AND COMMENT ON EACH REQUEST'S MATCH TO THE FOUNDATION PRIORITIES. THE TRUSTEES THEN MEET AS A GROUP TO DISCUSS AND COMMENT ON EACH APPLICATION. FINAL GRANT REQUEST AMOUNTS ARE DETERMINED BY NEED, MATCH AND AVAILIBILITY OF FUNDS. MONITORING GRANT FUNDS USE: THE FOUNDATION REQUIRES EACH GRANT RECIPIENT TO REPORT ON THE USE AND OUTCOME OF THE FUNDS FOR EACH PROJECT. A STANDARD REPORTING FORMAT IS USED BY THE RECIPIENT IN THEIR REPLY. THERE IS AT LEAST ONE REPORT PER GRANT. ADDITIONAL REPORTS MAY BE REQUIRED BASED ON THE TIMEFRAME TO COMPLETE THE STEPS OUTLINED IN THE ORIGINAL GRANT REQUEST. AT THE APPROPRIATE TIME, THE FUND ADMINISTRATOR GATHERS THE RESPONSES AND REPORTS THEM TO THE BOARD OF TRUSTEES. FAILURE TO PROVIDE TIMELY AND PROPER UPDATES CAN LEAD TO THE ORGANIZATION BEING BANNED FROM FUTURE GRANT CONSIDERATION.	ExplanationTxt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (7 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
ST LUKE'S EPISCOPAL CHURCH
131 W COUNCIL ST	SALISBURY	NC	28144	560597098	501C3	$35,491	BUILDING MAINTENANCE
WE ARE GRACES
PO BOX 532	SALISBURY	NC	28144	455622932	501C3	$26,000	SUPPORT OF ORPHANGE
EPISCOPAL RELIEF & DEVELOPMENT
PO BOX 7058	MERRIFIELD	VA	22117	731635264	501C3	$21,000	GLOBAL RELIEF PROJEC
ROWAN HELPING MINISTRIES
226 N LONG ST	SALISBURY	NC	28144	561544532	501C3	$8,000	LOCAL HOMELESS MINIS
MEAL ON WHEELS
PO BOX 1914	SALISBURY	NC	28145	561152417	501C3	$8,000	MEALS FOR HOMEBOUND
THRIVE GLOBAL PROJECT
PO BOX 11161	CHARLOTTE	NC	28220	823885977	501C3	$20,084	LUNCH PROJECT
ST LUKES EPISCOPAL CHURCH
131 W COUNCIL ST	SALISBURY	NC	28144	560597098	501C3	$7,000	ICON PROJECT

Field	Value	IRS element (for citing)
Total501c3 Org	7	Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE I, PAGE 1, PART I, LINE 2	FormAndLineReferenceDesc
Explanation	DETERMINING GRANTS: THE FOUNDATION HAS A SET OF PUBLISHED MISSIONAL PRIORTIES IT USED TO GUIDE THE TRUSTEES IN DETERMING HOW WELL THE PROJECT FITS THE MISSION AND GUIDELINES OF THE FOUNDATION. A GRANT PROPOSAL APPLICATION IS USED BY EACH TRUSTEE TO RANK AND COMMENT ON EACH REQUEST'S MATCH TO THE FOUNDATION PRIORITIES. THE TRUSTEES THEN MEET AS A GROUP TO DISCUSS AND COMMENT ON EACH APPLICATION. FINAL GRANT REQUEST AMOUNTS ARE DETERMINED BY NEED, MATCH AND AVAILIBILITY OF FUNDS. MONITORING GRANT FUNDS USE: THE FOUNDATION REQUIRES EACH GRANT RECIPIENT TO REPORT ON THE USE AND OUTCOME OF THE FUNDS FOR EACH PROJECT. A STANDARD REPORTING FORMAT IS USED BY THE RECIPIENT IN THEIR REPLY. THERE IS AT LEAST ONE REPORT PER GRANT. ADDITIONAL REPORTS MAY BE REQUIRED BASED ON THE TIMEFRAME TO COMPLETE THE STEPS OUTLINED IN THE ORIGINAL GRANT REQUEST. AT THE APPROPRIATE TIME, THE FUND ADMINISTRATOR GATHERS THE RESPONSES AND REPORTS THEM TO THE BOARD OF TRUSTEES. FAILURE TO PROVIDE TIMELY AND PROPER UPDATES CAN LEAD TO THE ORGANIZATION BEING BANNED FROM FUTURE GRANT CONSIDERATION.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 11B	FORM 990 IS PREPARED BY AN INDEPENDENT CPA AND FORWARDED TO THE BOARD OF TRUSTEES OR IT'S DELEGEES PRIOR TO EFILING. ONCE REVIEWED AND APPROVED, THE CPA IS INSTRUCTED TO EFILE THE RETURN.
FORM 990, PAGE 6, PART VI, LINE 19	NO DOCUMENTS AVAILABLE TO THE PUBLIC