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Nonprofiteer
← BISHOP GRAY RETIREMENT FOUNDATION INC

Form 990 for tax year 2025

Filed by BISHOP GRAY RETIREMENT FOUNDATION INC.

Totals

Total revenue
$986,155
Total expenses
$830,368
Contributions and grants received
$283,338
Grants paid
$726,094
Program service revenue
$0
Investment income
$702,817
Other revenue
$0
Total assets, end of year
$16,443,552
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$16,443,552
Program services expenses (Part IX)
$782,946
Management and general expenses
$47,422
Fundraising expenses
$0
Program service expenses (Part III)
$782,946

Program services were 94.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $283,338

  • 3 · Investment income

    total $702,817 · excluded $702,817

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $726,094 · program services $726,094

  • 5 · Compensation of officers, directors and key employees

    total $68,548 · program services $41,129 · management and general $27,419

  • 8 · Pension plan contributions

    total $6,170 · program services $3,702 · management and general $2,468

  • 9 · Other employee benefits

    total $514 · program services $308 · management and general $206

  • 10 · Payroll taxes

    total $5,243 · program services $3,146 · management and general $2,097

  • 11c · Fees: accounting

    total $9,473 · management and general $9,473

  • 12 · Advertising and promotion

    total $364 · program services $364

  • 14 · Information technology

    total $646 · management and general $646

  • 17 · Travel

    total $1,807 · program services $1,084 · management and general $723

  • 22 · Depreciation, depletion and amortization

    total $51 · program services $31 · management and general $20

  • 23 · Insurance

    total $5,223 · program services $3,127 · management and general $2,096

  • 24a · Other expenses: ADMINISTRATIVE EXPENSES

    total $3,131 · program services $1,879 · management and general $1,252

  • 24b · Other expenses: TELEPHONE

    total $1,661 · program services $997 · management and general $664

  • 24c · Other expenses: BOARD MEETING COSTS

    total $896 · program services $538 · management and general $358

  • 24d · Other expenses: CONSULTING

    total $547 · program services $547

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $62,380 · end of year $264,983

  • 10a · Land, buildings and equipment: cost or other basis

    $1,015

  • 10b · Land, buildings and equipment: accumulated depreciation

    $51

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $964

  • 11 · Investments: publicly traded securities

    beginning of year $12,107,649 · end of year $13,584,415

  • 12 · Investments: other securities

    beginning of year $2,170,239 · end of year $2,453,855

  • 15 · Other assets

    beginning of year $127,335 · end of year $139,335

  • 27 · Net assets without donor restrictions

    beginning of year $11,794,054 · end of year $13,770,003

  • 28 · Net assets with donor restrictions

    beginning of year $2,673,549 · end of year $2,673,549

Mission and programs · 2025

Mission

TO SUBSIDIZE HOUSING AND HEALTHCARE FOR THE AGED IN FINANCIAL NEED UNDER THE AUSPICES AND CONTROL OF THE CENTRAL, SW, AND SE FLORIDA DIOCESES OF THE EPISCOPAL CHURCH.

  • SUBSIDIZING QUALITY RETIREMENT HOUSING AND RELATED COSTS FOR AGED INDIVIDUALS (I.E. EPISCOPALIANS UNDER THE AUSPICES OF THE EPISCOPAL DIOCESES OF CENTRAL, SOUTHWEST, AND SOUTHEAST FLORIDA) WHO CAN DEMONSTRATE A FINANCIAL NEED - PAYMENTS PRIMARILY MADE DIRECTLY TO SERVICE PROVIDERS - 60 AGED INDIVIDUALS SERVED IN 2025.

    Expenses $782,946 · Grants $726,094

As filed on the 2025 return.

Listed in Part VII

  • The Rt Rev Douglas Scharf

    PRESIDENT/TRUSTEE

    Total calculated
    $0
    Hours/week
    0.3

  • The Rt Rev Dr Justin Holcomb

    VICE PRESIDENT/TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2

  • Mr Alexander C MacKinnon

    SECRETARY/TRUSTEE

    Total calculated
    $0
    Hours/week
    0.3

  • Dr Helen Bhagwandin

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2

  • The Rt Rev Peter Eaton

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2

  • Dr C Thomas Gooding

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2

  • Dr Harlington Hanna

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2

  • The Rev Deacon Denise C Healy

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.3

  • Ms Barbara MacKenzie

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2

  • Ms Malvern Mathis

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2

  • The Very Rev Hugh McGlashon

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2

  • The Rev Deacon Bill Moyers

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2

  • The Rev Kim Spear

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2

  • Mr Trevor Whitley

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.3

  • Ginger Van Valkenburgh

    EXECUTIVE DIRECTOR

    Total calculated
    $75,231
    From this org
    $68,548
    From related orgs
    $0
    Other
    $6,683
    Hours/week
    25

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2025
Filed
11 June 2026
IRS schema version
2025v4.1
Source object
202641639349301109

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