Episcopal Day School Endowment Trust FY2020 filing

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To provide funding for Christ Academy, a private Christian school for grades pre-K through twelve.

501(c)(3) charity; gifts are tax-deductible.
59¢ of each $1 spent went to programs.
$11K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
IRS e-file · Filing history
Surplus or deficit
2 of 6
filings with a surplus
Average deficit $4K a year · 11% of revenue · last 6 filings
A surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
59%
of spending
59% of spending went to programs.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$11K
to officers and key staff · 37% of spending
Pay to officers and key staff is 37% of spending.
Part VII, Section A
22.6 mo
of spending, in cash
Plus $725K in investments, Pt X · Ln 11–13
22.6 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Liabilities are 0% of assets.
Pt X · Ln 26
Independent board members
0
of 1 voting members
None of 1 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$13K
Spent
$29K
To programs
59%
Net assets
$781K
By yearFY2020–FY2025
Revenue
$13K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$13K
FY2021$58K
FY2022$51K
FY2023$16K
FY2024$49K
FY2025$54K
Expenses
$29K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$29K
FY2021$34K
FY2022$54K
FY2023$50K
FY2024$50K
FY2025$51K
Net assets
$781K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$781K
FY2021$805K
FY2022$801K
FY2023$768K
FY2024$767K
FY2025$770K

From the FY2020 Form 990 (year ending May 2020) · see the original

You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 1974.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

59 cents of each dollar spent went to programs.

Program services 59% · $17K Management & general 41% · $12K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

1 person listed on the 990; $11K paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
$10,714Pt VII · Sec A

American National Bank’s $9K as Trustee is at the 32nd percentile of top reported officer pay among 146 <$100K education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
American National Bank$9,283$8,692$8,091$12,409$11,583$10,714

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Episcopal Day School Endowment Trust executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Funds Christ Academy, a private Christian school for pre-K through twelfth grade.

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1 program · $17K · in their own filed words · FY2019
01

Episcopal Day School Endowment Trust is an organization operated solely for the benefit of providing funds to Christ Academy, a private primary & secondary school.

$17Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 6 grants · $198K · 2019–2024
Christ AcademyTX · FY2024$40,000
Christ AcademyTX · FY2023$40,000
Christ AcademyTX · FY2022$40,000
Christ AcademyTX · FY2021$40,000
Christ AcademyTX · FY2020$21,073
Christ AcademyTX · FY2019$17,166

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$13K
Ln 12
Investment incomeLn 3$13K
Money outPt IX
$29K
Ln 25
Programscol B$17K
Managementcol C$12K
Owns and owesPt X
$781K
net assets · Ln 32
Cash and savingsLn 1–2$55K
Total assetsLn 16$781K
LiabilitiesLn 26$0
PeoplePt VI, VII
1
listed · VII A
PaidVII A1
Voting boardVI 1a1
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Investment incomeLn 3$13K
Gains on assetsLn 7−$10K
Total revenueLn 12$13K
Assets in detailPt X, end of year
SavingsLn 2$55K
Cash and savings togetherLn 1–2$55K
InvestmentsLn 11–13$725K
Other assetsLn 15$1K
Total assetsLn 16$781K
LiabilitiesLn 26$0
Net assetsLn 32$781K
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderMay
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3More from this return
EndowmentSch D · Pt V
LineFY20FY19FY18FY17FY16
End of yearLn 1g$781K$797K$775K$759K$739K
SpentLn 1d–1f$29K$30K$25K$25K$24K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$55K$55K
InvestmentsLn 11–13$742K$725K
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$797K$781K
LiabilitiesLn 26$0$0
Net assetsLn 32$797K$781K
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$17K$17K
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of officers and key staff (Part IX, line 5)Ln 5$11K$11K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$0
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$0
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$1K$1K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$0
Office expensesLn 13$0
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$0
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$0
Other expenses (24a–d)Ln 24$198$198
All other expensesLn 24e$0
Total functional expensesLn 25$29K$17K$12K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Mar 17, 2026 $54K$51K$3K$770K 990 PDF
FY2024Filed with the IRS Feb 19, 2025 $49K$50K−$742$767K 990 PDF
FY2023Filed with the IRS Apr 15, 2024 $16K$50K−$34K$768K 990 PDF
FY2022Filed with the IRS Apr 17, 2023 $51K$54K−$3K$801K 990 PDF
FY2021Filed with the IRS Mar 9, 2022 $58K$34K$24K$805K 990 PDF
FY2020 ViewingFiled with the IRS Apr 13, 2021 $13K$29K−$16K$781K 990 PDF

Schedules filed Part IV

A · Public support D · Assets and endowments I · Grants O · Explanations
See the full FY2020 990
Part I · Summary $13,350 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenue$0
I-10 Investment incomePrior year $50,824$13,350
I-11 Other revenue$0
I-12 Total revenuePrior year $50,824$13,350
I-13 Grants and similar amounts paidPrior year $16,995$17,166
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $10,572$10,714
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $2,043$1,238
I-18 Total expensesPrior year $29,610$29,118
I-19 Revenue less expensesPrior year $21,214−$15,768
Part VI · Governance 0 of 1 board members independent, 4 to look at
VI-1a Voting members of the governing body1
VI-1b Independent voting members0
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $13,350 across 7 lines filed
VIII-1h Total contributions, gifts and grants$0
VIII-3 Investment incomeExcluded from tax $23,263$23,263
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$9,913−$9,913
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueExcluded from tax $13,350$13,350
Part IX · Statement of functional expenses $29,118 across 31 lines filed
IX-1 Grants to domestic organizationsPrograms $17,166$17,166
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of officers and key staff (Part IX, line 5)Management $10,714$10,714
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wages$0
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxes$0
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesManagement $1,040$1,040
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-12 Advertising and promotion$0
IX-13 Office expenses$0
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 Occupancy$0
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 Insurance$0
IX-24 Other expenses (24a–d)Management $198$198
IX-24e All other expenses$0
IX-25 Total functional expensesPrograms $17,166 · Management $11,952 · Fundraising $0$29,118
Part X · Balance sheet $780,813 assets, 20 lines filed
X-1 Cash, non-interest-bearing$0
X-2 Savings and temporary cash investmentsStart of year $54,886$54,886
X-3 Pledges and grants receivable$0
X-4 Accounts receivable$0
X-5 Loans to officers and key people$0
X-6 Loans to other insiders$0
X-7 Notes and loans receivable$0
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred charges$0
X-10c Land, buildings and equipment, net$0
X-11 Publicly traded securitiesStart of year $721,275$703,297
X-12 Other securitiesStart of year $20,420$21,241
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assets$1,389
X-16 Total assetsStart of year $796,581$780,813
X-26 Total liabilitiesStart of year $0$0
X-31 Retained earnings or endowmentStart of year $796,581$780,813
X-32 Total net assets or fund balancesStart of year $796,581$780,813
X-33 Total liabilities and net assetsStart of year $796,581$780,813
Part XI · Reconciliation of net assets $780,813 net assets at year end
XI-1 Total revenue$13,350
XI-2 Total expenses$29,118
XI-3 Revenue less expenses−$15,768
XI-4 Net assets at start of year$796,581
XI-10 Net assets at end of year$780,813

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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