Civic Intelligence

Trinity Trust

990PF • Fiscal year 2023 • EIN 06-6487494

Dec 01, 2022 to Nov 30, 2023 • Filed on Oct 15, 2024

Organization Profile
624 Ocean RoadVero Beach, FL 32963

(203) 984-0129

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$576,788

Up $55,018 (+11%) from 2022

Net Assets

Up

$576,788

Up $55,018 (+11%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses

Revenue

Down

$47,567

Down $15,016 (-24%) from 2022

Expenses

Down

$44,888

Down $12,424 (-22%) from 2022

Net Income

Down

$2,679

Down $2,592 (-49%) from 2022

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $405,939Liabilities 2011: $0Net Assets 2011: $405,9392011Assets 2012: $436,446Liabilities 2012: $02012Assets 2013: $474,274Liabilities 2013: $02013Assets 2014: $494,732Liabilities 2014: $0Net Assets 2014: $494,7322014Assets 2015: $517,956Liabilities 2015: $0Net Assets 2015: $517,9562015Assets 2016: $592,112Liabilities 2016: $0Net Assets 2016: $592,1122016Assets 2017: $585,019Liabilities 2017: $0Net Assets 2017: $585,0192017Assets 2018: $607,059Liabilities 2018: $0Net Assets 2018: $607,0592018Assets 2019: $595,965Liabilities 2019: $0Net Assets 2019: $595,9652019Assets 2020: $472,395Liabilities 2020: $0Net Assets 2020: $472,3952020Assets 2021: $466,010Liabilities 2021: $0Net Assets 2021: $466,0102021Assets 2022: $521,770Liabilities 2022: $0Net Assets 2022: $521,7702022Assets 2023: $576,788Liabilities 2023: $0Net Assets 2023: $576,7882023Assets 2024: $598,094Liabilities 2024: $2,050Net Assets 2024: $596,0442024

Highlighted filing

2023

Assets$576,788
Liabilities$0
Net Assets$576,788
Open 2023 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KExpenses 2011: $27,0122011Revenue 2012: $65,507Expenses 2012: $35,000Net Income 2012: $30,5072012Revenue 2013: $60,336Expenses 2013: $22,508Net Income 2013: $37,8282013Revenue 2014: $45,267Expenses 2014: $24,809Net Income 2014: $20,4582014Revenue 2015: $50,347Expenses 2015: $27,123Net Income 2015: $23,2242015Revenue 2016: $109,613Expenses 2016: $35,457Net Income 2016: $74,1562016Revenue 2017: $29,028Expenses 2017: $36,121Net Income 2017: -$7,0932017Revenue 2018: $66,627Expenses 2018: $44,587Net Income 2018: $22,0402018Revenue 2019: $93,961Expenses 2019: $102,402Net Income 2019: -$8,4412019Revenue 2020: $35,206Expenses 2020: $123,921Net Income 2020: -$88,7152020Revenue 2021: $56,529Expenses 2021: $62,914Net Income 2021: -$6,3852021Revenue 2022: $62,583Expenses 2022: $57,312Net Income 2022: $5,2712022Revenue 2023: $47,567Expenses 2023: $44,888Net Income 2023: $2,6792023Revenue 2024: $51,143Expenses 2024: $51,887Net Income 2024: -$7442024

Highlighted filing

2023

Revenue$47,567
Expenses$44,888
Net Income$2,679
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2022 to Nov 30, 2023
Signed
Oct 15, 2024
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIMOTHY G BRIERTrustee-$0--
PATRICIA A BRIERTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHAWAII COMMUNITY FOUNDATIONGENERAL FUND-HONOLULU, HI, US$20,000
Paid GrantGIFFORD YOUTH ACHEIVEMENT CENTERGENERAL FUND-VERO BEACH, FL, US$10,000
Paid GrantMARIST COLLEGEGENERAL FUND-POUGHKEEPSIE, NY, US$3,500
Paid GrantHOPE FOR FAMILIESGENERAL FUND-VERO BEACH, FL, US$3,500
Filing and Contact Details

Filer

Filer Name
Trinity Trust
EIN
06-6487494
Phone
2039840129
Address
624 OCEAN ROAD, VERO BEACH, FL 32963

Signing Officer

Name
Patricia a Brier
Title
Trustee
Phone
2039840129
Signed
2024-10-15
Discuss with paid preparer
Yes

Preparer

Firm
Richard B Leffew CPA Pa
Address
80 ROYAL PALM PT STE 202, VERO BEACH, FL 32960-4227
Preparer
Richard B Leffew CPA
Phone
7727704700
Raw XML Appendix267 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.

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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ADVISOR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2TRANSFER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt07606
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt112
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07606
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt112
OtherIncreasesSchedule/OtherIncreasesDetail/Amt050489
OtherIncreasesSchedule/OtherIncreasesDetail/Amt12500
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR PERIOD CAPITAL GAINS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1PRIOR YEAR CONTRIB NEVER CASHED
TaxesSchedule/TaxesDetail/Amt0270
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0270
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA A BRIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02039840129
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRINITY TRUST
ReturnHeader/Filer/BusinessNameControlTxt0TRIN
ReturnHeader/Filer/EIN0066487494
ReturnHeader/Filer/PhoneNum02039840129
ReturnHeader/Filer/USAddress/AddressLine1Txt0624 OCEAN ROAD
ReturnHeader/Filer/USAddress/CityNm0VERO BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032963
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593689919
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RICHARD B LEFFEW CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt080 ROYAL PALM PT STE 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VERO BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0329604227
ReturnHeader/PreparerPersonGrp/PhoneNum07727704700
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD B LEFFEW CPA
ReturnHeader/ReturnTs02024-10-17T15:09:29-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02022-12-01
ReturnHeader/TaxPeriodEndDt02023-11-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$576,788
Liabilities
$0
Net assets
$576,788
Revenue
$47,567
Expenses
$44,888
Net income
$2,679
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.98$0.02$5.96$0.51$0.52$0.01
2023Detailed filing. Detailed filing data is available for this year.$5.77$0.00$5.77$0.48$0.45$0.03
2022Detailed filing. Detailed filing data is available for this year.$5.22$0.00$5.22$0.63$0.57$0.05
2021Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.57$0.63$0.06
2020Detailed filing. Detailed filing data is available for this year.$4.72$0.00$4.72$0.35$1.24$0.89
2019Detailed filing. Detailed filing data is available for this year.$5.96$0.00$5.96$0.94$1.02$0.08
2018Detailed filing. Detailed filing data is available for this year.$6.07$0.00$6.07$0.67$0.45$0.22
2017Detailed filing. Detailed filing data is available for this year.$5.85$0.00$5.85$0.29$0.36$0.07
2016Detailed filing. Detailed filing data is available for this year.$5.92$0.00$5.92$1.10$0.35$0.74
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.18$0.00$5.18$0.50$0.27$0.23
2014Detailed filing. Detailed filing data is available for this year.$4.95$0.00$4.95$0.45$0.25$0.20
2013Summary only. Only limited summary data is available for this year.$4.74$0.00$0.60$0.23$0.38
2012Summary only. Only limited summary data is available for this year.$4.36$0.00$0.66$0.35$0.31
2011Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$0.27