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ST LUKES EPISCOPAL CHURCH FOUNDATION INC: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
ST LUKES EPISCOPAL CHURCH FOUNDATION INC (EIN 23-7361925)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-09-08
IRS object ID
201712519349300116
Schema version
2016v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-09-08T11:21:57-04:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN474592789PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JENNIFER S WEAVER CPA PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1216 STATESVILLE BLVDAddressLine1Txt
CitySALISBURYCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28144ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237361925EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ST LUKE'S EPISCOPAL CHURCH FDNBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTLUBusinessNameControlTxt
Phone7046333221PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1131 W COUNCIL STAddressLine1Txt
CitySALISBURYCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28144ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILL GOODNIGHTPersonNm
Person TitleSECRETARY/TREASURERPersonTitleTxt
Phone7046339969PhoneNum
Signature2017-08-21SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNIFER S WEAVER CPAPreparerPersonNm
PTINP01288791PTIN
Phone7046380431PhoneNum
Preparation2017-08-23PreparationDt

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device Id5FFE779C02ED89F10C2945F763B599D72B9E88E6AtSubmissionCreationDeviceId
At Submission Filing Device Id978C6868E1FFD65FA1F0E03D65B6902AE2D87CABAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerTIM MESSINGERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1925 CONFEDERATE AVEAddressLine1Txt
CitySALISBURYCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28144ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,449,863GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.STLUKESSALISBURY.NETWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Legal Domicile StateNCLegalDomicileStateCd
Activity Or MissionSUPPORTING ORGANIZATION (CHURCH)ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$250PYContributionsGrantsAmt
CY Contributions Grants$13CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$405,468PYInvestmentIncomeAmt
CY Investment Income-$66,374CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$405,718PYTotalRevenueAmt
CY Total Revenue-$66,361CYTotalRevenueAmt
PY Grants And Similar Paid$216,139PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$116,769CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$39,663PYOtherExpensesAmt
CY Other Expenses$40,709CYOtherExpensesAmt
PY Total Expenses$255,802PYTotalExpensesAmt
CY Total Expenses$157,478CYTotalExpensesAmt
PY Revenues Less Expenses$149,916PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$223,839CYRevenuesLessExpensesAmt
Total Assets BOY$4,436,925TotalAssetsBOYAmt
Total Assets EOY$4,213,086TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,436,925NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,213,086NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSUPPORTING ORGANIZATION (CHURCH)MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$113,019ExpenseAmt
Grant$113,019GrantAmt
DescPROVIDED SUPPORT FOR CHURCH SPONSORED ACTIVITIESDesc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$3,750ExpenseAmt
Grant$3,750GrantAmt
DescPROVIDED SUPPORT FOR CHURCH SPONSORED ACTIVITIESDesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$3,750TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$3,750TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$116,769TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredfalseScheduleORequiredInd
IRP Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonWILL GOODNIGHTPersonNm
Phone7046333221PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12 STUART DRAddressLine1Txt
CitySPENCERCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28159ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
SARAH HARTPENCE
TRUSTEEYes (X)$0$0$0
LOIS NOBLES
TRUSTEEYes (X)$0$0$0
TIM MESSINGER
PRESIDENTYes (X)$0$0$0Yes (X)
WILL GOODNIGHT
SECRETARY/TRYes (X)$0$0$0Yes (X)
JOHN E SETLIFF JR
TRUSTEEYes (X)$0$0$0
HARRISON LITIMER
TRUSTEEYes (X)$0$0$0
BARBARA PERRY
TRUSTEEYes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$13AllOtherContributionsAmt
Total Contributions$13TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$107,488TotalRevenueColumnAmt
Related Or Exempt Func Income$107,488RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,335,454SecuritiesAmt
Other$6,908OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,516,224SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$180,770SecuritiesAmt
Other$6,908OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$173,862TotalRevenueColumnAmt
Related Or Exempt Func Income-$173,862RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column-$66,361TotalRevenueColumnAmt
Related Or Exempt Func Income-$66,374RelatedOrExemptFuncIncomeAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$116,769TotalAmt
Program Services$116,769ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,778TotalAmt
Management And General$1,778ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$34,325TotalAmt
Management And General$34,325ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,700TotalAmt
Management And General$2,700ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,906TotalAmt
Management And General$1,906ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$157,478TotalAmt
Program Services$116,769ProgramServicesAmt
Management And General$40,709ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$4,436,925BOYAmt
EOY$4,213,086EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,436,925BOYAmt
EOY$4,213,086EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$4,436,925BOYAmt
EOY$4,213,086EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,436,925BOYAmt
EOY$4,213,086EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,436,925BOYAmt
EOY$4,213,086EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$223,839ReconcilationRevenueExpnssAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1ST LUKE'S EPISCOPAL CHURCHBusinessNameLine1Txt
Business Name Line2ST LUKES EPISCOPAL CHURCHBusinessNameLine2Txt
FieldValueIRS element (for citing)
EIN560597098EIN
Organization Type1OrganizationTypeCd
Governing Document ListedYes (true)GoverningDocumentListedInd
Support$0SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (true)ListedByNameGoverningDocInd
Suprt Org No IRS DeterminationfalseSuprtOrgNoIRSDeterminationInd
Supported Org Section C456falseSupportedOrgSectionC456Ind
Supported Org Not Organized USfalseSupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgfalseOrganizationChangeSuprtOrgInd
Support Non Supported OrgfalseSupportNonSupportedOrgInd
Payment Substantial ContribtrfalsePaymentSubstantialContribtrInd
Loan Disqualified PersonfalseLoanDisqualifiedPersonInd
Controlled Disqualified PrsnfalseControlledDisqualifiedPrsnInd
Disqualified Prsn Controll IntfalseDisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr IntfalseDisqualifiedPrsnOwnrIntInd
Excess Business Holdings RulesfalseExcessBusinessHoldingsRulesInd
Contribution ControllerfalseContributionControllerInd
Contribution FamilyfalseContributionFamilyInd
Contribution35 ControlledfalseContribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (true)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt OrgfalseOperateBenefitNonSuprtOrgInd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtRecipient EINRecipientEINIRC SectionIRCSectionDesc
ANGLICAN FRONTIER MISSIONS
PO BOX 18038RICHMONDVA23226$6,000SPREAD WORD OF JESUS
INT'L CHRISTIAN CENTERS OF THE DEAF
PO BOX 540CLOVERDALEVA24077$19,731RIO BRAVO CHURCH SCH541635143
KARIMU
22 BOGIE DRWHISPERING PINESNC28327$21,588ASSIST W/ FOOD COSTS264156627501C3
ST LUKE'S EPISCOPAL CHURCH
131 W COUNCIL STSALISBURYNC28144$10,450GENERAL USE560597098501(C)
SUDAN ROWAN INC
PO BOX 412SALISBURYNC28145$13,600BUILD SCHOOLS262038214501C3
THE LUNCH PROJECT
PO BOX 31264CHARLOTTENC28231$11,250LUNCH SUPPORT TANZAN
GRACES
1024 S FULTON STSALISBURYNC28144$8,500CHILDRENS EDUCATION
OUR LITTLE ROSES
PO BOX 530947MIAMI SHORESFL33153$15,000GIRLS SCHOOL

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 2, PART III, LINE 4DPROVIDED SUPPORT FOR CHURCH SPONSORED ACTIVITIES
FORM 990, PAGE 6, PART VI, LINE 11BNO REVIEW WAS OR WILL BE CONDUCTED.
FORM 990, PAGE 6, PART VI, LINE 19NO DOCUMENTS AVAILABLE TO THE PUBLIC