Civic Intelligence

S Curtis Glover Trust UW

EIN 06-6022242 • 4947(a)1 • Boston, MA

Profile

Trust was formed to provide ongoing support to trinity episcopal church 36 main street newtown, ct. 06470

PO Box 55806Boston, MA 02205-5806

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

94th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

4947(a)1 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Net Margin

12th percentile

-53%

Higher net margin than 12% of similar nonprofits.

4947(a)1 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

64th percentile

$21,519

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 10.4% of source-year revenue.

4947(a)1 • $1M-$5M nonprofits • Source year 2024

Asset Growth

6th percentile

-3.0%

Faster asset growth than 6% of similar nonprofits.

4947(a)1 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

71st percentile

30%

Faster revenue growth than 71% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$3,521,147

Down $110,324 (-3.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$3,521,147

Down $110,324 (-3.0%) from 2023

Revenue

Up

$207,373

Up $48,403 (+30%) from 2023

Expenses

Down

$317,707

Down $26,317 (-7.6%) from 2023

Net Income

Up

-$110,334

Up $74,720 (+40%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2020: $4,041,776Liabilities 2020: $0Net Assets 2020: $4,041,7762020Assets 2021: $4,004,296Liabilities 2021: $0Net Assets 2021: $4,004,2962021Assets 2022: $3,818,159Liabilities 2022: $0Net Assets 2022: $3,818,1592022Assets 2023: $3,631,471Liabilities 2023: $0Net Assets 2023: $3,631,4712023Assets 2024: $3,521,147Liabilities 2024: $0Net Assets 2024: $3,521,1472024

Highlighted filing

2024

Assets$3,521,147
Liabilities$0
Net Assets$3,521,147

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2020: $177,708Expenses 2020: $289,811Net Income 2020: -$112,1032020Revenue 2021: $296,362Expenses 2021: $332,362Net Income 2021: -$36,0002021Revenue 2022: $147,460Expenses 2022: $333,331Net Income 2022: -$185,8712022Revenue 2023: $158,970Expenses 2023: $344,024Net Income 2023: -$185,0542023Revenue 2024: $207,373Expenses 2024: $317,707Net Income 2024: -$110,3342024

Highlighted filing

2024

Revenue$207,373
Expenses$317,707
Net Income-$110,334

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 21, 2025
Return Version
2024v5.1
Gross Receipts
$1,397,023
Mission and Program Overview

Mission

Trust was formed to provide ongoing support to trinity episcopal church 36 main street newtown, ct. 06470

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,631,471$3,521,147▼ $110,324
Cap Stk Tr Prin Current Funds$3,631,471$3,521,147▼ $110,324
Total Assets$3,631,471$3,521,147▼ $110,324
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,631,471$3,521,147▼ $110,324
Total Liabilities and Net Assets / Fund Balance$3,631,471$3,521,147▼ $110,324
Compensation and Service Providers

Employees

NameTitleBaseTotal
-Trustee$21,519$21,519
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$207,373
Other Revenue
$0
Change in Net Assets
$-110,334
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$248,115
Other Expenses$48,073
Salaries, Compensation, and Employee Benefits$21,519
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$248,115--$248,115
Fees for Service Investment Mgmnt Fees-$44,908-$44,908
Current Officers, Directors, Trustees, and Key Employees$21,519--$21,519
All Other Expenses-$2,165-$2,165
Fees for Services Accounting-$1,000-$1,000
Total Functional Expenses$269,634$48,073$0$317,707
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11-description of Process for Review

Tax preparer sends form in its entirety to the Trustee and the Trustee reviews tax form before filing.

Form 990, Page 6, Part VI, Line 19

Information was not made public.

Filing and Contact Details

Filer

Filer Name
S Curtis Glover Trust Uw
EIN
06-6022242
Phone
6174825270
Address
PO BOX 55806, BOSTON, MA 02205-5806

Signing Officer

Name
Fiduciary Trust Co of Ne LLC
Title
Trustee
Phone
6174825270
Signed
2025-04-21
Discuss with paid preparer
Yes

Organization Details

Formed
1961
Legal Domicile
Ct
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Fiduciary Trust Company
Address
PO BOX 55806, BOSTON, MA 02205-5806
Preparer
John Avila
Phone
6174825270
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

Timing differences $10.00.

Raw XML Appendix347 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TRUST WAS FORMED TO PROVIDE ONGOING SUPPORT TO TRINITY EPISCOPAL CHURCH 36 MAIN STREET NEWTOWN, CT. 06470
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt02165
IRS990/AllOtherExpensesGrp/TotalAmt02165
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0FIDUCIARY TRUST CO OF NE LLC
IRS990/BooksInCareOfDetail/PhoneNum06174825270
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt053 STATE STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0BOSTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd002109
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt03631471
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt03521147
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt021519
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt021519
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0248115
IRS990/CYInvestmentIncomeAmt0207373
IRS990/CYOtherExpensesAmt048073
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-110334
IRS990/CYSalariesCompEmpBnftPaidAmt021519
IRS990/CYTotalExpensesAmt0317707
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0207373
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0TRINITY EPISCOPAL CHURCH TOTAL EXPENSES ARE LISTED IN PART IX, COLUMN A
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/ExpenseAmt0317707
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01000
IRS990/FeesForServicesAccountingGrp/TotalAmt01000
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt044908
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt044908
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0FIDUCIARY TRUST CO OF NE LLC
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt021519
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01961
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt089134
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantAmt0248115
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0248115
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0248115
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01278784
IRS990/GrossReceiptsAmt01397023
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0118239
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0118239
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03631471
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03521147
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01189650
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TRUST WAS FORMED TO PROVIDE ONGOING SUPPORT TO TRINITY EPISCOPAL CHURCH 36 MAIN STREET NEWTOWN, CT. 06470
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt03631471
IRS990/NetAssetsOrFundBalancesEOYAmt03521147
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt089134
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt089134
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization4947a1NotPFInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt010
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0FIDUCIARY TRUST CO OF NE LLC
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0278579
IRS990/PYInvestmentIncomeAmt0158970
IRS990/PYOtherExpensesAmt045113
IRS990/PYRevenuesLessExpensesAmt0-185054
IRS990/PYSalariesCompEmpBnftPaidAmt020332
IRS990/PYTotalExpensesAmt0344024
IRS990/PYTotalRevenueAmt0158970
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-110334
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt0118239
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt0115575
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt0118239
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt0115575
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt067427
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt065445
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt050812
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt050130
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt050130
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt0199286
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt0199286
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt042611
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt0199286
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt0199286
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt0199286
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt0248115
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt0248115
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt0485656
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt0278579
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt0265951
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt0140412
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt0733771
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt0248115
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt0278579
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt0207077
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt0684942
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0248115
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0199286
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt01.0
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0248115
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0248115
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0TRUSTEE DETERMINED THAT THE ORGANIZATION WAS DESCRIBED IN SECTION 509 (a) (1) BECAUSE IT IS A CHURCH. FURTHER, THE SUPPORTED ORGANIZATION IS NOT REQUIRED TO OBTAIN RECOGNITION OF ITS PUBLIC CHARITY STATUS BECAUSE IT IS A CHURCH.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE TRUSTEE PROVIDES A COPY OF THE FORM 990 TO THE CHURCH AND WILL CONTINUE TO DO SO EACH YEAR.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE TRUSTEE HELD QUARTERLY MEETINGS WITH THE TRINITY EPISCOPAL CHURCH. ALSO, THE TRUSTEE MAILED MONTHLY STATEMENTS TO THE TRINITY EPISCOPAL CHURCH SHOWING THE CURRENT LIST OF ASSETS WITH THE MARKET VALUES AND CASH TRANSACTIONS FOR THAT PERIOD.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3THE FINANCE COMMITTEE ATTENDS A QUARTERLY MEETING WITH THE TRUSTEE AND THE INVESTMENT MANAGER. THE FINANCE COMMITTEE FORMULATED AN INVESTMENT POLICY STATEMENT WHICH HAS BEEN APPROVED BY THE CHURCH'S VESTRY AND PROVIDES INVESTMENT GUIDELINES FOR THE INVESTMENT MANAGER.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4THE TRUST DOCUMENT REQUIRES THAT DISTRIBUTIONS BE PAID TO THE CHURCH FOR ITS GENERAL PURPOSES. ACCORDINGLY, THE CHURCH HAS FULL DISCRETION AS TO THE APPLICATION OF THE FUNDS IT RECEIVES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt5THE TRUSTEE DISTRIBUTED TO THE CHURCH AMOUNTS WHICH EXCEEDED 30% OF THE CHURCH'S TOTAL SUPPORT, IN ACCORDANCE WITH THE "ATTENTIVENESS" REQUIREMENT (REG 1.509(a)-4(i)(5)(iii)(B)(1))
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SECTION A, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SECTION D, LINE 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2SECTION D, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc4SECTION D, LINE 3 (CONT)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc5_
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc6SECTION D, LINE 8
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt06274820
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt05780597
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt072369
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0106669
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt06202451
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt05673928
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt094122
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt086709
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt06180698
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt05693888
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0216324
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0199286
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt06274820
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt05780597
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0216324
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0199286
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0066055192
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0248115
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0TRINITY EPISCOPAL CHURCH
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0248115
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Tax preparer sends form in its entirety to the Trustee and the Trustee reviews tax form before filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information was not made public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TIMING DIFFERENCES $10.00.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PART XI, LINE 9
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-21
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0022055806
ReturnHeader/PreparerPersonGrp/PhoneNum06174825270
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN AVILA
ReturnHeader/ReturnTs02025-05-12T15:01:28-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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