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← ADVENT EPISCOPAL DAY SCHOOL CHARITABLE ENDOWMENT TRUST

Form 990 for tax year 2022

Filed by ADVENT EPISCOPAL DAY SCHOOL CHARITABLE ENDOWMENT TRUST.

Totals

Total revenue
$193,615
Total expenses
$201,962
Contributions and grants received
$1,390
Grants paid
$0
Program service revenue
$0
Investment income
$192,225
Other revenue
$0
Total assets, end of year
$3,868,922
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$3,868,922
Program services expenses (Part IX)
$177,244
Management and general expenses
$24,718
Fundraising expenses
$0
Program service expenses (Part III)
$177,244

Program services were 87.8% 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

    $1,390

  • 3 · Investment income

    total $84,297 · excluded $84,297

  • 7a · Gross sales of assets other than inventory

    securities $491,780

  • 7b · Less cost or other basis and sales expenses

    securities $383,852

  • 7c · Gain or loss

    securities $107,928

  • 7d · Net gain or loss

    total $107,928 · excluded $107,928

Functional expenses

Part IX, the statement of functional expenses.

  • 11f · Fees: investment management

    total $24,718 · management and general $24,718

  • 21 · Payments to affiliates

    total $177,244 · program services $177,244

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $140,637 · end of year $67,264

  • 11 · Investments: publicly traded securities

    beginning of year $4,495,055 · end of year $3,801,658

  • 27 · Net assets without donor restrictions

    beginning of year $4,635,692 · end of year $3,868,922

Mission and programs · 2022

Mission

ENDOWMENT FOR ADVENT EPISCOPAL DAY SCHOOL

Activities or mission (Part I)

ENDOWMENT FOR ADVENT EPISCOPAL DAY SCHOOL, INC.

  • TO PROVIDE OPERATIONAL SUPPORT ADVENT EPISCOPAL DAY SCHOOL, INC. FOR EDUCATIONAL PURPOSES

    Expenses $177,244

As filed on the 2022 return.

Listed in Part VII

  • Rev Craig Smalley

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Drew Langloh

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Emily Curran

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Lee McGriff

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Frank McPhillips

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • John I Kennedy

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • James Pool

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Claire Vaughn

    HEAD OF SCHOOL

    Total calculated
    $205,098
    From this org
    $0
    From related orgs
    $173,357
    Other
    $31,741
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $173,357 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $10,710 related
    Nontaxable benefits
    $0 + $21,031 related
    Filer's total
    $0 + $205,098 related

  • Lauri Rogers

    DIRECTOR OF FINANCE

    Total calculated
    $108,272
    From this org
    $0
    From related orgs
    $98,000
    Other
    $10,272
    Hours/week
    40

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

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
2022
Filed
3 November 2023
IRS schema version
2022v5.0
Source object
202323189349314587

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