ST PHILIPS PRESERVATION AND ENDOWMENT FOUNDATION INC: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: ST PHILIPS PRESERVATION AND ENDOWMENT FOUNDATION INC (EIN 86-0780433)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-11-14
IRS object ID: 201303189349306410
Schema version: 2012v2.3
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 O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-11-14T15:30:29-06:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LUDWIG KLEWER & CO PLLC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	4783 E CAMP LOWELL DR	AddressLine1
City	TUCSON	City
State	AZ	State
ZIP Code	85712	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	860780433	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	ST PHILIP'S PRESERVATION	BusinessNameLine1
Business Name Line2	& ENDOWMENT FOUNDATION INC	BusinessNameLine2

Field	Value	IRS element (for citing)
Name Control	STPH	NameControl
Phone	5207950793	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 65016	AddressLine1
City	TUCSON	City
State	AZ	State
ZIP Code	85728	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	BILL BRINKLEY	Name
Title	PRESIDENT	Title
Phone	5207950793	Phone
Date Signed	2013-11-15	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	JULIE S KLEWER CPA	Name
Phone	5205450500	Phone
Date Prepared	2013-11-06	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	BILL BRINKLEY	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	PO BOX 65016	AddressLine1
City	TUCSON	City
State	AZ	State
ZIP Code	85728	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	821211	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1994	YearFormation
State Legal Domicile	AZ	StateLegalDomicile
Activity Or Mission Description	SOLE PURPOSE IS TO SUPPORT ST. PHILIP'S IN THE HILLS EPISCOPAL CHURCH.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	11	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	11	NbrIndependentVotingMembers
Total Nbr Employees	0	TotalNbrEmployees
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	106575	ContributionsGrantsPriorYear
Contributions Grants Current Year	8500	ContributionsGrantsCurrentYear
Program Service Revenue CY	0	ProgramServiceRevenueCY
Investment Income Prior Year	95902	InvestmentIncomePriorYear
Investment Income Current Year	114001	InvestmentIncomeCurrentYear
Other Revenue Current Year	0	OtherRevenueCurrentYear
Total Revenue Prior Year	202477	TotalRevenuePriorYear
Total Revenue Current Year	122501	TotalRevenueCurrentYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Current Year	0	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	64361	OtherExpensePriorYear
Other Expenses Current Year	76527	OtherExpensesCurrentYear
Total Expenses Prior Year	64361	TotalExpensesPriorYear
Total Expenses Current Year	76527	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	138116	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	45974	RevenuesLessExpensesCY
Total Assets BOY	1379934	TotalAssetsBOY
Total Assets EOY	1480021	TotalAssetsEOY
Total Liabilities BOY	8489	TotalLiabilitiesBOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	1371445	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	1480021	NetAssetsOrFundBalancesEOY
Mission Description	SOLE PURPOSE IS TO SUPPORT ST. PHILIP'S IN THE HILLS EPISCOPAL CHURCH.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	73341	Expense
Grants	73341	Grants
Description	SUPPORT CONTRIBUTIONS PROVIDED TO ST. PHILIPS IN THE HILLS CHURCH.	Description
Total Program Service Expense	73341	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	false	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	false	TermOrPermanentEndowments
Report Land Bldg Equip	false	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	false	ReportOtherLiabilities
Report Fin48 Footnote	false	ReportFin48Footnote
Independent Audit Financial Stmt	false	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	false	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	false	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	false	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	true	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	0	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Number Of Employees	0	NumberOfEmployees
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	11	NbrVotingGoverningBodyMembers
Number Independent Voting Members	11	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	false	ConflictOfInterestPolicy
Whistleblower Policy	false	WhistleblowerPolicy
Document Retention Policy	false	DocumentRetentionPolicy
Compensation Process CEO	false	CompensationProcessCEO
Compensation Process Other	false	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
States Where Copy Of Return Is Filed	AZ	StatesWhereCopyOfReturnIsFiled
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	GEMINI ACCOUNTING	BusinessNameLine1

Field	Value	IRS element (for citing)
Telephone Number	5205480316	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	5539 E FAIRMOUNT	AddressLine1
City	TUCSON	City
State	AZ	State
ZIP Code	85712	ZIPCode

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

Form990 Part VII Section A Form990PartVIISectionA (11 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation
BILL BRINKLEY
PRESIDENT	2.50	X	X	0	0	0
JOHN BREMOND
VICE PRES	1.50	X	X	0	0	0
KEN DAMGAARD
PAST TREASUR	1.00	X	X	0	0	0
NINA BELL ALLEN
CORPORATE SE	1.50	X	X	0	0	0
TODD ACKERMAN
DIRECTOR	1.00	X		0	0	0
DICK DUFFIELD
TREASURER	2.00	X	X	0	0	0
TRAVIS WALSH
DIRECTOR	1.00	X		0	0	0
SUNAND BAL
FINANCIAL OF	1.00	X	X	0	0	0
BOB BROUILLETTE
DIRECTOR	1.00	X		0	0	0
ARNOLD KRAUS
DIRECTOR	1.00	X		0	0	0
LESLIE EISELE
BKPR & RECRD	1.00	X	X	0	0	0

Field	Value	IRS element (for citing)
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources
All Other Contributions	8500	AllOtherContributions
Total Contributions	8500	TotalContributions

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	49287	TotalRevenueColumn
Exclusion	$49,287	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	761223	Securities
Other	2201	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	698710	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	62513	Securities
Other	2201	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	64714	TotalRevenueColumn
Related Or Exempt Function Income	64714	RelatedOrExemptFunctionIncome

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	122501	TotalRevenueColumn
Related Or Exempt Function Income	64714	RelatedOrExemptFunctionIncome
Exclusion	$49,287	ExclusionAmount

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	2100	Total
Management And General	2100	ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	14598	Total
Program Services	14598	ProgramServices

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	58829	Total
Program Services	58743	ProgramServices
Management And General	86	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	1000	Total
Management And General	1000	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	76527	Total
Program Services	73341	ProgramServices
Management And General	3186	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	24488	BOY
EOY	5101	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	259935	BOY
EOY	259694	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	1095511	BOY
EOY	1215226	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	1379934	BOY
EOY	1480021	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	8489	BOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	8489	BOY
EOY	0	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	1371445	BOY
EOY	1480021	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	1371445	BOY
EOY	1480021	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	1379934	BOY
EOY	1480021	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	45974	ReconcilationRevenueExpenses
Reconcilation Other Changes	62602	ReconcilationOtherChanges
Method Of Accounting Cash	X	MethodOfAccountingCash
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	false	FSAudited
Federal Grant Audit Required	false	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Church170b1 Ai	X	Church170b1Ai

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (3 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990	FORM 990, PAGE 6, PART VI, LINE 11B	FORM 990 IS REVIEWED COLLECTIVELY AT BOARD MEETING.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION	FORM 990, PAGE 6, PART VI, LINE 19	GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
OTHER CHANGES IN NET ASSETS EXPLANATION	FORM 990, PART XI, LINE 9	UNREALIZED GAINS ON INVESTMENTS 62,602

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

Field	Value	IRS element (for citing)
Business Name Line1	ST PHILLIPS IN THE HILLS	BusinessNameLine1
Business Name Line2	EPISCOPAL CHURCH	BusinessNameLine2

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	4400 N CAMPBELL AVENUE	AddressLine1
City	TUCSON	City
State	AZ	State
ZIP Code	85718	ZIPCode

Field	Value	IRS element (for citing)
EIN	860124188	EIN
Primary Activities	CHURCH	PrimaryActivities
Legal Domicile State	AZ	LegalDomicileState
Direct Controlling Entity NA	N/A	DirectControllingEntityNA
Controlled Org	false	ControlledOrg

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	false	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	false	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	false	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	false	LoansOrGuaranteesFromOtherOrg
Dividends Related Organization	false	DividendsRelatedOrganization
Sale Of Assets To Other Org	false	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	false	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	false	ExchangeOfAssets
Rental Of Facilities To Other Orgs	false	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	false	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	false	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	false	PerformOfServicesByOtherOrgs
Sharing Of Facilities	false	SharingOfFacilities
Sharing Of Paid Employees	false	SharingOfPaidEmployees
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	false	OtherTransferToOtherOrg
Other Transfer From Other Org	false	OtherTransferFromOtherOrg