Civic Intelligence

Holy Trinity Episcopal Foundation Inc.

990 • Fiscal year 2018 • EIN 23-7010230

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 13, 2019

3940 NW 16th Blvd Ste BGainesville, FL 32605-5811

(352) 376-8201

Siviq Scores

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

Liabilities / Assets

76th percentile

0.40x

Higher debt load relative to assets than 76% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

93rd percentile

3.20x

Higher debt load relative to revenue than 93% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

91st percentile

47%

Higher net margin than 91% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

51st percentile

$65,000

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 10.9% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

16th percentile

-8.3%

Faster asset growth than 16% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

24th percentile

-8.3%

Faster revenue growth than 24% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Down

$4,796,072

Down $434,874 (-8.3%) from 2017

Net Assets

Down

$2,884,766

Down $294,717 (-9.3%) from 2017

Liabilities

Down

$1,911,306

Down $140,157 (-6.8%) from 2017

Revenue

Down

$597,801

Down $54,288 (-8.3%) from 2017

Expenses

Down

$316,101

Down $326,564 (-51%) from 2017

Net Income

Up

$281,700

Up $272,276 (+2889%) from 2017

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $6,340,194Liabilities 2010: $1,637,086Net Assets 2010: $4,703,1082010Assets 2011: $7,061,863Liabilities 2011: $1,794,788Net Assets 2011: $5,267,0752011Assets 2012: $7,669,728Liabilities 2012: $2,553,649Net Assets 2012: $5,116,0792012Assets 2013: $5,749,748Liabilities 2013: $2,010,865Net Assets 2013: $3,738,8832013Assets 2014: $5,830,052Liabilities 2014: $2,322,373Net Assets 2014: $3,507,6792014Assets 2015: $5,265,146Liabilities 2015: $2,305,315Net Assets 2015: $2,959,8312015Assets 2016: $5,135,108Liabilities 2016: $2,047,511Net Assets 2016: $3,087,5972016Assets 2017: $5,230,946Liabilities 2017: $2,051,463Net Assets 2017: $3,179,4832017Assets 2018: $4,796,072Liabilities 2018: $1,911,306Net Assets 2018: $2,884,7662018Assets 2019: $5,385,826Liabilities 2019: $1,482,915Net Assets 2019: $3,902,9112019Assets 2020: $5,412,171Liabilities 2020: $1,437,908Net Assets 2020: $3,974,2632020Assets 2021: $6,104,435Liabilities 2021: $1,426,709Net Assets 2021: $4,677,7262021Assets 2022: $6,114,088Liabilities 2022: $1,305,331Net Assets 2022: $4,808,7572022Assets 2023: $5,874,349Liabilities 2023: $1,078,803Net Assets 2023: $4,795,5462023Assets 2024: $6,306,205Liabilities 2024: $1,045,827Net Assets 2024: $5,260,3782024

Highlighted filing

2018

Assets$4,796,072
Liabilities$1,911,306
Net Assets$2,884,766

Operations Trend

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $491,1832010Expenses 2011: $425,8932011Expenses 2012: $452,1042012Revenue 2013: $574,921Expenses 2013: $2,341,538Net Income 2013: -$1,766,6172013Revenue 2014: $477,914Expenses 2014: $662,992Net Income 2014: -$185,0782014Revenue 2015: $187,926Expenses 2015: $413,119Net Income 2015: -$225,1932015Revenue 2016: $343,708Expenses 2016: $376,478Net Income 2016: -$32,7702016Revenue 2017: $652,089Expenses 2017: $642,665Net Income 2017: $9,4242017Revenue 2018: $597,801Expenses 2018: $316,101Net Income 2018: $281,7002018Revenue 2019: $924,630Expenses 2019: $306,262Net Income 2019: $618,3682019Revenue 2020: $459,584Expenses 2020: $245,072Net Income 2020: $214,5122020Revenue 2021: $672,701Expenses 2021: $331,764Net Income 2021: $340,9372021Revenue 2022: $1,264,771Expenses 2022: $470,322Net Income 2022: $794,4492022Revenue 2023: $120,238Expenses 2023: $374,821Net Income 2023: -$254,5832023Revenue 2024: $518,710Expenses 2024: $371,789Net Income 2024: $146,9212024

Highlighted filing

2018

Revenue$597,801
Expenses$316,101
Net Income$281,700
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 13, 2019
Return Version
2018v3.1
Gross Receipts
$1,710,601
Mission and Program Overview

Mission

The foundation was formed for the purpose of furthering any benevolent, charitable, educational or missionary activity of holy trinty parish, the episcopal diocese of florida or the protestant episcopal church of america.

To serve any benevolent,charitable,educational or missionary undertaking,institution or agency, fostered by the episcopal diocese of florida,or the protestant episcopal church of america,such purposes to be executed in the florida or the protestant episcopal church of america. Missionary activities of holy trinity parish, the episopal diocese of florida or the protestant episcopal church of america.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,032,714$3,427,101▼ $605,613
Land, Buildings, and Equipment, Net$1,020,180$1,002,694▼ $17,486
Savings and Temporary Cash Investments$86,906$182,280▲ $95,374
Cash and Non-Interest-Bearing Accounts$26,163$122,561▲ $96,398
Prepaid Expenses and Deferred Charges$8,836$5,289▼ $3,547
Accounts Receivable$5,152$5,152→ $0
Total Assets$5,230,946$4,796,072▼ $434,874
Other Assets Total$50,995$50,995→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,391,435$1,292,031▼ $99,404
Other Liabilities$660,028$609,448▼ $50,580
Accounts Payable and Accrued Expenses-$9,827-
Total Liabilities$2,051,463$1,911,306▼ $140,157
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,904,071$2,380,620▲ $476,549
Temporarily Rstr Net Assets$734,594$0▼ $734,594
Unrestricted Net Assets$540,818$504,146▼ $36,672
Total Net Assets Fund Balance$3,179,483$2,884,766▼ $294,717
Total Liabilities and Net Assets / Fund Balance$5,230,946$4,796,072▼ $434,874

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$465,254$203,738$668,992
Land$534,272-$534,272
Leasehold Improvements$3,168$11,074$14,242

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$2,240,932$110,570▼ $234,958$74,615$2,041,929
2017$2,079,245-▲ $262,313$100,626$2,240,932
2016$1,975,621$8,065▲ $187,197$91,638$2,079,245
2015$2,079,986$16,437▼ $63,422$57,380$1,975,621
2014$2,122,122$400▲ $112,236$77,690$2,079,986
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
J Fletcher MontgomeryDirector/rector--$65,000$65,000
Harvey WardExecutive Director- Partial YearFT$13,462-$13,462
Dawn AdkinExecutive Director- Partial YearFT$6,921-$6,921

Board Members and Trustees

NameTitle
Jim SalterPresident
Ann PiersonDirector
Betty AlsobrookDirector
David ColburnDirector
Sandra FacklerDirector
Virginia MaurerDirector
Laura GerberDirector/senior Warden
Revenue and Support

Revenue Composition

Contributions and Grants
$148,899
Program Service Revenue
$0
Investment Income
$383,237
Other Revenue
$65,665
All Other Contributions
$148,899
Change in Net Assets
$281,700

Audited Revenue Reconciliation

Revenue per Audited Statements
$573,250
Revenue Not Reported on Financial Statements
$24,551
Revenue Not Reported on Form 990
$-576,417
Total Revenue per Audited Statements
$-3,167
Total Revenue per Form 990
$597,801
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$184,286
Grants and Similar Amounts Paid$109,874
Salaries, Compensation, and Employee Benefits$21,941
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$109,874--$109,874
Interest$42,994--$42,994
Fees for Services Accounting$1,701$40,755-$42,456
Fees for Service Investment Mgmnt Fees-$24,551-$24,551
Other Salaries and Wages-$20,382-$20,382
Fees for Services Other$17,400--$17,400
Insurance-$15,236-$15,236
Office Expenses$11$15,092-$15,103
Depreciation Depletion-$7,479-$7,479
Conferences and Meetings$450$1,560-$2,010
Payroll Taxes-$1,559-$1,559
Occupancy-$1,389-$1,389
Travel-$1,361-$1,361
Advertising-$484-$484
Other Expenses$276$10,433-$276
Total Functional Expenses$175,820$140,281$0$316,101

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$316,101
Expenses per Audited Statements$291,550
Total Expenses per Audited Statements$291,550
Expenses Not Reported on Financial Statements$24,551
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Holy Trinity Episcopal ChurchGainesville, FL501(c)(3)ASSISTANCE IS PROVIDED TO FUFILL THE ORGANIZATION'S MISSION OF SUPPORTING THE CHURCH AND SCHOOL.$105,874
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Liability Under Unitrust Agreement$509,904
Due to Others$68,940
Due to Holy Trinity Parish$18,417
Liability Under Charitable Annuity$12,187
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

The organization has no committees.

Form 990, Part VI, Section B, Line 11B

The organization provided a draft of the form 990 to the trustees prior to filing.

Form 990, Part VI, Section B, Line 12C

The foundation obtains annually a conflict of interest statement from each board member and takes appropriate action for any conflicts noted.

Form 990, Part VI, Section B, Line 15

Each year, the board president appoints a compensation and benefits committee which reviews the performance of the executive director. The compensation and benefits committee then recommends for approval to the executive board the compensation and benefits of the executive director. This is performed with the objective of providing a reasonable and competitive salary consistent with market-based compensation practices.

Form 990, Part VI, Section C, Line 19

The foundation provides these documents to the public upon request.

Filing and Contact Details

Filer

Filer Name
Holy Trinity Episcopal Foundation Inc
EIN
23-7010230
Phone
3523768201
Address
3940 NW 16TH BLVD STE B, GAINESVILLE, FL 32605-5811

Signing Officer

Name
James Salter
Title
President
Phone
3523768201
Signed
2019-11-13

Organization Details

Principal Officer
James Salter
Formed
1968
Legal Domicile
Fl
Voting Board Members
8
Independent Board Members
7
Employees
2
Volunteers
0

Preparer

Firm
James Moore & Co Pl
Address
5931 NW 1ST PLACE, GAINESVILLE, FL 32607-2063
Preparer
Carol a Villemaire
Phone
3523781331
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Change in split interest agreement -41,571.

FORM 990, PART XI, LINE 2C:

The process for the selection and supervision of the organization's independent auditor has remained consistent with the prior year.

Financial Statement Notes

PART V, LINE 4:

The foundation's endowment funds are rector retirement funds, funds for scholarships to camp weed and to fund educational activities.

PART X, LINE 2:

Management of the foundation considers the likelihood of changes by taxing authorities in its filed income tax returns and recognizes a liability for or discloses potential significant changes that management believes are more likely than not to occur upon examination by tax authorities, including changes to the foundation's status as a not-for-profit entity. Management believes the foundation met the requirements to maintain its tax-exempt status and has not identified any uncertain tax positions subject to the unrelated business income tax that require recognition or disclosure in the accompanying financial statements.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Change in split interest agreement -41,571.

Raw XML AppendixShowing 400 of 585 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt09827
IRS990/AccountsReceivableGrp/BOYAmt05152
IRS990/AccountsReceivableGrp/EOYAmt05152
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO SERVE ANY BENEVOLENT,CHARITABLE,EDUCATIONAL OR MISSIONARY UNDERTAKING,INSTITUTION OR AGENCY, FOSTERED BY THE EPISCOPAL DIOCESE OF FLORIDA,OR THE PROTESTANT EPISCOPAL CHURCH OF AMERICA,SUCH PURPOSES TO BE EXECUTED IN THE FLORIDA OR THE PROTESTANT EPISCOPAL CHURCH OF AMERICA. MISSIONARY ACTIVITIES OF HOLY TRINITY PARISH, THE EPISOPAL DIOCESE OF FLORIDA OR THE PROTESTANT EPISCOPAL CHURCH OF AMERICA.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0484
IRS990/AdvertisingGrp/TotalAmt0484
IRS990/AllOtherContributionsAmt0148899
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JAMES D SALTER
IRS990/BooksInCareOfDetail/PhoneNum03523768201
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 357399
IRS990/BooksInCareOfDetail/USAddress/CityNm0GAINESVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0326357399
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt026163
IRS990/CashNonInterestBearingGrp/EOYAmt0122561
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt01560
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0450
IRS990/ConferencesMeetingsGrp/TotalAmt02010
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0148899
IRS990/CYGrantsAndSimilarPaidAmt0109874
IRS990/CYInvestmentIncomeAmt0383237
IRS990/CYOtherExpensesAmt0184286
IRS990/CYOtherRevenueAmt065665
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0281700
IRS990/CYSalariesCompEmpBnftPaidAmt021941
IRS990/CYTotalExpensesAmt0316101
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0597801
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt07479
IRS990/DepreciationDepletionGrp/TotalAmt07479
IRS990/Desc0DONATIONS TO HOLY TRINITY EPISCOPAL CHURCH-GAINESVILLE, FLORIDA AND OTHER PARISH SUPPORTED CHARITIES
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0105874
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt040755
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt01701
IRS990/FeesForServicesAccountingGrp/TotalAmt042456
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt017400
IRS990/FeesForServicesOtherGrp/TotalAmt017400
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt024551
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt024551
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0SANDRA FACKLER
IRS990/Form990PartVIISectionAGrp/PersonNm1ANN PIERSON
IRS990/Form990PartVIISectionAGrp/PersonNm2JIM SALTER
IRS990/Form990PartVIISectionAGrp/PersonNm3LAURA GERBER
IRS990/Form990PartVIISectionAGrp/PersonNm4VIRGINIA MAURER
IRS990/Form990PartVIISectionAGrp/PersonNm5BETTY ALSOBROOK
IRS990/Form990PartVIISectionAGrp/PersonNm6DAVID COLBURN
IRS990/Form990PartVIISectionAGrp/PersonNm7J FLETCHER MONTGOMERY
IRS990/Form990PartVIISectionAGrp/PersonNm8HARVEY WARD
IRS990/Form990PartVIISectionAGrp/PersonNm9DAWN ADKIN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt813462
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt96921
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt765000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR/SENIOR WARDEN
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR/RECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8EXECUTIVE DIRECTOR- PARTIAL YEAR
IRS990/Form990PartVIISectionAGrp/TitleTxt9EXECUTIVE DIRECTOR- PARTIAL YEAR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01968
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0256033
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantAmt0105874
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0109874
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0109874
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01349181
IRS990/GrossReceiptsAmt01710601
IRS990/GrossRentsGrp/RealAmt028194
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt015236
IRS990/InsuranceGrp/TotalAmt015236
IRS990/InterestGrp/ProgramServicesAmt042994
IRS990/InterestGrp/TotalAmt042994
IRS990/InvestmentIncomeGrp/ExclusionAmt0127204
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0127204
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04032714
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03427101
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0214812
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01020180
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01002694
IRS990/LandBldgEquipCostOrOtherBssAmt01217506
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01093148
IRS990/LessRentalExpensesGrp/RealAmt019652
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE FOUNDATION WAS FORMED FOR THE PURPOSE OF FURTHERING ANY BENEVOLENT, CHARITABLE, EDUCATIONAL OR MISSIONARY ACTIVITY OF HOLY TRINTY PARISH, THE EPISCOPAL DIOCESE OF FLORIDA OR THE PROTESTANT EPISCOPAL CHURCH OF AMERICA.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01391435
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01292031
IRS990/NetAssetsOrFundBalancesBOYAmt03179483
IRS990/NetAssetsOrFundBalancesEOYAmt02884766
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0256033
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0256033
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt09967
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt08542
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt0-1425
IRS990/NetUnrelatedBusTxblIncmAmt0-1156
IRS990/NetUnrlzdGainsLossesInvstAmt0-534846
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt01389
IRS990/OccupancyGrp/TotalAmt01389
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt015092
IRS990/OfficeExpensesGrp/ProgramServicesAmt011
IRS990/OfficeExpensesGrp/TotalAmt015103
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt050995
IRS990/OtherAssetsTotalGrp/EOYAmt050995
IRS990/OtherChangesInNetAssetsAmt0-41571
IRS990/OtherExpensesGrp/Desc0REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc1OTHER PROGRAM SERVICE
IRS990/OtherExpensesGrp/Desc2MCGRIFF PROGRAM EXPENSE
IRS990/OtherExpensesGrp/Desc3RECTOR EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010433
IRS990/OtherExpensesGrp/ProgramServicesAmt02200
IRS990/OtherExpensesGrp/ProgramServicesAmt1914
IRS990/OtherExpensesGrp/ProgramServicesAmt2276
IRS990/OtherExpensesGrp/TotalAmt010433
IRS990/OtherExpensesGrp/TotalAmt12200
IRS990/OtherExpensesGrp/TotalAmt2914
IRS990/OtherExpensesGrp/TotalAmt3276
IRS990/OtherLiabilitiesGrp/BOYAmt0660028
IRS990/OtherLiabilitiesGrp/EOYAmt0609448
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/Desc1ENDOWMENT MANAGEMENT INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt056372
IRS990/OtherRevenueMiscGrp/ExclusionAmt1751
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt056372
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1751
IRS990/OtherRevenueTotalAmt057123
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt020382
IRS990/OtherSalariesAndWagesGrp/TotalAmt020382
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01559
IRS990/PayrollTaxesGrp/TotalAmt01559
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01904071
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02380620
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt08836
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05289
IRS990/PrincipalOfficerNm0JAMES SALTER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDE FINANCIAL ASSISTANCE TO RETIRED CLERGY OF HOLY TRINITY PARISH AND THEIR SPOUSE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt017400
IRS990/ProgSrvcAccomActy3Grp/Desc0PROVISION OF HOME FOR TRINITY CHILDCARE CENTER; EDUCATION PROGRAMS; FUNDING TO ASSIST WITH MAJOR NEEDS OF THE CHAPEL OF THE INCARNATION
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt052270
IRS990/ProgSrvcAccomActy3Grp/GrantAmt04000
IRS990/ProgSrvcAccomActyOtherGrp/Desc0FUNDING TO HOLY TRINITY PARISH RECTOR FOR RECTOR DISCRETIONARY FUND
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0276
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0244776
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0421418
IRS990/PYInvestmentIncomeAmt0392650
IRS990/PYOtherExpensesAmt0167380
IRS990/PYOtherRevenueAmt014663
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt09424
IRS990/PYSalariesCompEmpBnftPaidAmt053867
IRS990/PYTotalExpensesAmt0642665
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0652089
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0281700
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt08542
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt086906
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0182280
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE MAJORITY OF THE FOUNDATION'S ACTIVITIES INCLUDE MANAGING THE INVESTMENTS AND ENDOWMENTS OF HOLY TRINITY EPISCOPAL CHURCH, THE SUPPORTED ORGANIZATION, AND DONATING FUNDS FROM THE EARNINGS ON THESE INVESTMENTS TO THE CHURCH AND THE SCHOOL.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE PRIMARY MISSION OF THE FOUNDATION IS TO PROVIDE FINANCIAL RESOURCES FOR HOLY TRINITY PARISH AND ALL ITS ENDEAVORS. THESE ENDEAVORS INCLUDE HOLY TRINITY EPISCOPAL CHURCH AND HOLY TRINITY EPISCOPAL SCHOOL.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SECTION E, LINE 2A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SECTION A, LINE 1
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0590737888
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1591558791
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd12
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0105874
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt14000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0HOLY TRINITY EPISCOPAL CHURCH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1HOLY TRINITY EPISCOPAL SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0109874
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0465254
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0203738
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0668992
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02240932
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0110570
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02041929
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-234958
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt074615
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02079245
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02240932
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0262313
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0100626
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01975621
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt08065
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02079245
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0187197
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt091638
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02079986
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt016437
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01975621
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-63422
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt057380
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02122122
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0400
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02079986
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0112236
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt077690
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt024551
IRS990ScheduleD/ExpensesSubtotalAmt0291550
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt024551
IRS990ScheduleD/InvestmentExpensesNotIncldAmt024551
IRS990ScheduleD/LandGrp/BookValueAmt0534272
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0534272
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt03168
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt011074
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt014242
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-534846
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt068940
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt112187
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2509904
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt318417
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO OTHERS

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.31$1.05$5.26$0.52$0.37$0.15
2023Detailed filing. Detailed filing data is available for this year.$5.87$1.08$4.80$0.12$0.37$0.25
2022Detailed filing. Detailed filing data is available for this year.$6.11$1.31$4.81$1.26$0.47$0.79
2021Detailed filing. Detailed filing data is available for this year.$6.10$1.43$4.68$0.67$0.33$0.34
2020Detailed filing. Detailed filing data is available for this year.$5.41$1.44$3.97$0.46$0.25$0.21
2019Detailed filing. Detailed filing data is available for this year.$5.39$1.48$3.90$0.92$0.31$0.62
2018Detailed filing. Detailed filing data is available for this year.$4.80$1.91$2.88$0.60$0.32$0.28
2017Detailed filing. Detailed filing data is available for this year.$5.23$2.05$3.18$0.65$0.64$0.01
2016Detailed filing. Detailed filing data is available for this year.$5.14$2.05$3.09$0.34$0.38$0.03
2015Detailed filing. Detailed filing data is available for this year.$5.27$2.31$2.96$0.19$0.41$0.23
2014Detailed filing. Detailed filing data is available for this year.$5.83$2.32$3.51$0.48$0.66$0.19
2013Detailed filing. Detailed filing data is available for this year.$5.75$2.01$3.74$0.57$2.34$1.77
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.67$2.55$5.12$0.45
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.06$1.79$5.27$0.43
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.34$1.64$4.70$0.49