Civic Intelligence

S Curtis Glover Trust UW

990 • Fiscal year 2020 • EIN 06-6022242

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 29, 2021

Organization ProfileN/A
PO Box 55806Boston, MA 02205-5806

(617) 482-5270

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

11th percentile

-63%

Higher net margin than 11% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

50th percentile

$15,140

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 8.5% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

$4,041,776

No earlier filing loaded for comparison.

Net Assets

$4,041,776

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin11th percentile

Revenue

$177,708

No earlier filing loaded for comparison.

Expenses

$289,811

No earlier filing loaded for comparison.

Net Income

-$112,103

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2020

Assets$4,041,776
Liabilities$0
Net Assets$4,041,776
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$177,708
Expenses$289,811
Net Income-$112,103
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 29, 2021
Return Version
2020v4.1
Gross Receipts
$971,759
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$4,153,914$4,041,776▼ $112,138
Cap Stk Tr Prin Current Funds$4,153,914$4,041,776▼ $112,138
Total Assets$4,153,914$4,041,776▼ $112,138
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,153,914$4,041,776▼ $112,138
Total Liabilities and Net Assets / Fund Balance$4,153,914$4,041,776▼ $112,138
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleBaseTotal
-Trustee$15,140$15,140
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$177,708
Other Revenue
$0
Change in Net Assets
$-112,103
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$239,172
Other Expenses$35,499
Salaries, Compensation, and Employee Benefits$15,140
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$239,172--$239,172
Fees for Service Investment Mgmnt Fees-$31,874-$31,874
Current Officers, Directors, Trustees, and Key Employees$15,140--$15,140
Fees for Services Accounting-$2,751-$2,751
All Other Expenses-$874-$874
Total Functional Expenses$254,312$35,499$0$289,811
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
2021-07-29
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 35.00”

Raw XML Appendix345 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/ManagementAndGeneralAmt0874
IRS990/AllOtherExpensesGrp/TotalAmt0874
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/BOYAmt04153914
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt04041776
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt015140
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt015140
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0239172
IRS990/CYInvestmentIncomeAmt0177708
IRS990/CYOtherExpensesAmt035499
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-112103
IRS990/CYSalariesCompEmpBnftPaidAmt015140
IRS990/CYTotalExpensesAmt0289811
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0177708
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/ExpenseAmt0289811
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02751
IRS990/FeesForServicesAccountingGrp/TotalAmt02751
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt031874
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt031874
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/ReportableCompFromOrgAmt015140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01961
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt092643
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantAmt0239172
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0239172
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0239172
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0886694
IRS990/GrossReceiptsAmt0971759
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt085065
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt085065
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04153914
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04041776
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0794051
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/NetAssetsOrFundBalancesBOYAmt04153914
IRS990/NetAssetsOrFundBalancesEOYAmt04041776
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt092643
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt092643
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization4947a1NotPFInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-35
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0FIDUCIARY TRUST CO OF NE LLC
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0231046
IRS990/PYInvestmentIncomeAmt0221360
IRS990/PYOtherExpensesAmt044842
IRS990/PYRevenuesLessExpensesAmt0-69215
IRS990/PYSalariesCompEmpBnftPaidAmt014687
IRS990/PYTotalExpensesAmt0290575
IRS990/PYTotalRevenueAmt0221360
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-112103
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt085065
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt0137156
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt01883
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt085065
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt0135273
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt049764
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt058223
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt035301
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt078933
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt078933
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt0193252
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt0193252
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt067093
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt0193252
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt0193252
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt0193252
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt0239172
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt0239172
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt0288792
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt0231046
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt0226519
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt024479
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt0527964
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt0239172
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt0231046
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt057746
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt0482044
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0239172
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0193252
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt01.0
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0239172
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0239172
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/CurrentYearAmt05759910
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt05605579
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0241195
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0237685
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt05518715
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt05367894
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt086399
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt084084
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt05673511
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt05521495
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0198573
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0193252
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt05759910
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt05605579
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0198573
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0193252
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0066055192
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0239172
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0TRINITY EPISCOPAL CHURCH
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0239172
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 35.00
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/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,041,776
Liabilities
$0
Net assets
$4,041,776
Revenue
$177,708
Expenses
$289,811
Net income
-$112,103
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.21$0.32$0.11
2023Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.16$0.34$0.19
2022Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$0.15$0.33$0.19
2021Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.30$0.33$0.04
2020Detailed filing. Detailed filing data is available for this year.$4.04$0.00$4.04$0.18$0.29$0.11