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← EPISCOPAL FOUNDATION OF WESTERN NORTH CAROLINA

Form 990 for tax year 2025

Filed by EPISCOPAL FOUNDATION OF WESTERN NORTH CAROLINA.

Totals

Total revenue
$170,455
Total expenses
$140,925
Contributions and grants received
$1,884
Grants paid
$122,000
Program service revenue
$0
Investment income
$168,571
Other revenue
$0
Total assets, end of year
$3,872,098
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$3,872,098
Program services expenses (Part IX)
$137,526
Management and general expenses
$3,399
Fundraising expenses
$0
Program service expenses (Part III)
$137,526

Program services were 97.6% 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

    $1,884

  • 3 · Investment income

    total $58,302 · unrelated business $0 · excluded $0

  • 7a · Gross sales of assets other than inventory

    securities $110,269

  • 7c · Gain or loss

    securities $110,269

  • 7d · Net gain or loss

    total $110,269 · related or exempt $110,269 · unrelated business $0 · excluded $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $122,000 · program services $122,000

  • 11c · Fees: accounting

    total $2,160 · program services $0 · management and general $2,160 · fundraising $0

  • 11f · Fees: investment management

    total $14,783 · program services $14,783 · management and general $0 · fundraising $0

  • 13 · Office expenses

    total $158 · program services $0 · management and general $158 · fundraising $0

  • 23 · Insurance

    total $1,081 · program services $0 · management and general $1,081 · fundraising $0

  • 24a · Other expenses: Foreign Tax Withheld

    total $743 · program services $743 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $149,478 · end of year $290,656

  • 11 · Investments: publicly traded securities

    beginning of year $3,477,962 · end of year $3,581,442

  • 27 · Net assets without donor restrictions

    beginning of year $3,627,440 · end of year $3,872,098

Mission and programs · 2025

Mission

To foster, develop and contribute to the support of religious, educational and charitable work of the Episcopal Church Diocese of WNC and elsewhere through grants, loans and gifts to agency bodies affiliated with the Church.

  • The Episcopal Foundation of WNC is a nonprofit organization founded in 1962 to provide funds to needy parishes. In 2025, the Foundation provided eight grants to Western North Carolina churhes. The funds were given to improve their properties allowing the entities to continue their vital ministries.

    Expenses $137,526 · Grants $122,000

As filed on the 2025 return.

Listed in Part VII

  • Rt Rev Jose McLoughlin

    President

    Total calculated
    $0
    Hours/week
    1

  • Dillon Manly

    Chair

    Total calculated
    $0
    Hours/week
    1

  • Jane Erickson

    Vice-Chair

    Total calculated
    $0
    Hours/week
    0.5

  • Matt Henry

    Treasurer

    Total calculated
    $0
    Hours/week
    0.5

  • Dale Ward

    Secretary

    Total calculated
    $0
    Hours/week
    0.5

  • Carl Tolbert

    Board Member

    Total calculated
    $0
    Hours/week
    0.5

  • John Russell

    Board Member

    Total calculated
    $0
    Hours/week
    0.5

  • Allen Fullwood

    Board Member

    Total calculated
    $0
    Hours/week
    0.5

  • Judy Hopkins

    Board Member

    Total calculated
    $0
    Hours/week
    0.5

  • Jann Mellman

    Board Member

    Total calculated
    $0
    Hours/week
    0.5

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

  • Trinity Episcopal Church

    $20,000

    Parking lot, carpet

  • Church of the Redeemer

    $20,000

    demolish rectory

  • St Alban's Church

    $15,000

    Windows/ pew repairs

  • St Mark's Church

    $15,000

    Repairs and upgrades

  • St Andrews on the Hill

    $15,000

    Steps, walkway and retaining wall

  • Center for Contemplative Justice

    $15,000

    podcast series

  • St George's Church

    $12,000

    parking lot repair

  • St John's Episcopal Church

    $10,000

    repave parking lot

Provenance

Return type
form_990
Tax year
2025
Filed
20 September 2026
IRS schema version
2025v4.1
Source object
202642669349300514

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