Liabilities / Assets
62nd percentile
Higher debt load relative to assets than 62% of similar nonprofits.
990 • Fiscal year 2019 • EIN 23-7010230
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
62nd percentile
Higher debt load relative to assets than 62% of similar nonprofits.
Liabilities / Revenue
87th percentile
Higher debt load relative to revenue than 87% of similar nonprofits.
Net Margin
95th percentile
Higher net margin than 95% of similar nonprofits.
Top Officer Pay
64th percentile
Higher top officer pay than 64% of similar nonprofits.
Top officer pay equals 16.9% of source-year revenue.
Asset Growth
73rd percentile
Faster asset growth than 73% of similar nonprofits.
Revenue Growth
90th percentile
Faster revenue growth than 90% of similar nonprofits.
Assets
Up$5,385,826
Up $589,754 (+12%) from 2018
Net Assets
Up$3,902,911
Up $1,018,145 (+35%) from 2018
Liabilities
Down$1,482,915
Down $428,391 (-22%) from 2018
Revenue
Up$924,630
Up $326,829 (+55%) from 2018
Expenses
Down$306,262
Down $9,839 (-3.1%) from 2018
Net Income
Up$618,368
Up $336,668 (+120%) from 2018
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.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $3,427,101 | $3,951,663 | ▲ $524,562 |
| Land, Buildings, and Equipment, Net | $1,002,694 | $991,988 | ▼ $10,706 |
| Savings and Temporary Cash Investments | $182,280 | $335,652 | ▲ $153,372 |
| Cash and Non-Interest-Bearing Accounts | $122,561 | $89,371 | ▼ $33,190 |
| Prepaid Expenses and Deferred Charges | $5,289 | $5,799 | ▲ $510 |
| Accounts Receivable | $5,152 | $358 | ▼ $4,794 |
| Total Assets | $4,796,072 | $5,385,826 | ▲ $589,754 |
| Other Assets Total | $50,995 | $10,995 | ▼ $40,000 |
| Liabilities | |||
| Mortgage Notes Payable Secured by Investment Property | $1,292,031 | $801,598 | ▼ $490,433 |
| Other Liabilities | $609,448 | $681,317 | ▲ $71,869 |
| Accounts Payable and Accrued Expenses | $9,827 | $0 | ▼ $9,827 |
| Total Liabilities | $1,911,306 | $1,482,915 | ▼ $428,391 |
| Net Assets / Fund Balance | |||
| Net Assets With Donor Restrictions | $2,380,620 | $2,922,446 | ▲ $541,826 |
| Net Assets Without Donor Restrictions | $504,146 | $980,465 | ▲ $476,319 |
| Total Net Assets Fund Balance | $2,884,766 | $3,902,911 | ▲ $1,018,145 |
| Total Liabilities and Net Assets / Fund Balance | $4,796,072 | $5,385,826 | ▲ $589,754 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Buildings | $454,915 | $220,646 | $675,561 |
| Land | $534,272 | - | $534,272 |
| Equipment | $2,801 | $11,441 | $14,242 |
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2019 | $2,041,929 | $196,797 | ▲ $399,546 | $76,192 | $2,562,080 |
| 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 |
| Name | Title |
|---|---|
| James Salter | President |
| Brian Gendreau | 1st Vice President |
| Barbara Hall | 2nd Vice President |
| Ann Pierson | Director |
| Anne Seraphine | Director |
| Byron Cawthon | Director |
| Dan Boyd | Director |
| John Jopling | Director |
| Lew Garrish | Director |
| Marion Radson | Director |
| Phyllis Delaney | Director |
| Sandra Fackler | Director |
| J Fletcher Montgomery | Director Through May 2019/rector |
| Betty Alsobrook | Secretary |
| Contribution Type | Contribution Count | Reported Amount | Valuation Method |
|---|---|---|---|
| Securities Publicly Traded | 3 | $315,852 | Fair Market Value (FMV) |
| Total Noncash Contributions | 3 | $315,852 | - |
| Line Item | Amount |
|---|---|
| Other Expenses | $197,121 |
| Grants and Similar Amounts Paid | $100,670 |
| Salaries, Compensation, and Employee Benefits | $8,471 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $100,670 | - | - | $100,670 |
| Fees for Services Accounting | - | $40,086 | - | $40,086 |
| Interest | $39,316 | - | - | $39,316 |
| Fees for Service Investment Mgmnt Fees | - | $27,724 | - | $27,724 |
| Fees for Services Other | $17,400 | - | - | $17,400 |
| Office Expenses | - | $13,182 | - | $13,182 |
| Insurance | - | $10,128 | - | $10,128 |
| Depreciation Depletion | - | $7,449 | - | $7,449 |
| Other Salaries and Wages | - | $6,940 | - | $6,940 |
| Conferences and Meetings | $6,880 | - | - | $6,880 |
| Occupancy | - | $3,861 | - | $3,861 |
| Payroll Taxes | - | $1,531 | - | $1,531 |
| Other Expenses | $187 | $27,408 | - | $187 |
| Total Functional Expenses | $167,953 | $138,309 | $0 | $306,262 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $306,262 |
| Expenses per Audited Statements | $278,538 |
| Total Expenses per Audited Statements | $278,538 |
| Expenses Not Reported on Financial Statements | $27,724 |
| Expenses Not Reported on Form 990 | $0 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Holy Trinity Episcopal Church | Gainvesville, FL | 501(c)(3) | ASSISTANCE IS PROVIDED TO FUFILL THE ORGANIZATION'S MISSION OF SUPPORTING THE CHURCH AND SCHOOL. | $95,270 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Liability Under Unitrust Agreement | $583,345 |
| Due to Others | $81,247 |
| Liability Under Charitable Annuity | $11,447 |
| Due to Holy Trinity Parish | $5,278 |
“The organization has no committees.”
“The organization provided a draft of the form 990 to the trustees prior to filing.”
“The foundation obtains annually a conflict of interest statement from each board member and takes appropriate action for any conflicts noted.”
“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.”
“The foundation provides these documents to the public upon request.”
“Change in split interest agreement 26,984.”
“The process for the selection and supervision of the organization's independent auditor has remained consistent with the prior year.”
“The foundation's endowment funds are rector retirement funds, funds for scholarships to camp weed and to fund educational activities.”
“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.”
“Change in split interest agreement 26,984.”
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/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 9827 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 0 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 5152 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 358 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | 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. |
| IRS990/AllOtherContributionsAmt | 0 | 702205 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | JAMES D SALTER |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 3523768201 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 357399 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | GAINESVILLE |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | FL |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 326357399 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 122561 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 89371 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 1 |
| IRS990/CompensationProcessOtherInd | 0 | 1 |
| IRS990/ConferencesMeetingsGrp/ProgramServicesAmt | 0 | 6880 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 6880 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 702205 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 100670 |
| IRS990/CYInvestmentIncomeAmt | 0 | 212328 |
| IRS990/CYOtherExpensesAmt | 0 | 197121 |
| IRS990/CYOtherRevenueAmt | 0 | 10097 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 618368 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 8471 |
| IRS990/CYTotalExpensesAmt | 0 | 306262 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 924630 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 1 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt | 0 | 7449 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 7449 |
| IRS990/Desc | 0 | DONATIONS TO HOLY TRINITY EPISCOPAL CHURCH-GAINESVILLE, FLORIDA AND OTHER PARISH SUPPORTED CHARITIES |
| IRS990/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/DonorRestrictionNetAssetsGrp/BOYAmt | 0 | 2380620 |
| IRS990/DonorRestrictionNetAssetsGrp/EOYAmt | 0 | 2922446 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 1 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 1 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | 1 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 95270 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 40086 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 40086 |
| IRS990/FeesForServicesOtherGrp/ProgramServicesAmt | 0 | 17400 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 17400 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 27724 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 27724 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 13 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 11 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 12 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 13 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 13 | 90509 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | BRIAN GENDREAU |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | ANN PIERSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | ANNE SERAPHINE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | BETTY ALSOBROOK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | BARBARA HALL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | BYRON CAWTHON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | DAN BOYD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | JAMES SALTER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | JOHN JOPLING |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | LEW GARRISH |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | MARION RADSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | PHYLLIS DELANEY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | SANDRA FACKLER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | J FLETCHER MONTGOMERY |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 13 | 65774 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | 1ST VICE PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | 2ND VICE PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | DIRECTOR THROUGH MAY 2019/RECTOR |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1968 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 88464 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 13 |
| IRS990/GrantAmt | 0 | 95270 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 100670 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 100670 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 1 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 1254913 |
| IRS990/GrossReceiptsAmt | 0 | 2109386 |
| IRS990/GrossRentsGrp/RealAmt | 0 | 27721 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 13 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIInd | 0 | X |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 10128 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 10128 |
| IRS990/InterestGrp/ProgramServicesAmt | 0 | 39316 |
| IRS990/InterestGrp/TotalAmt | 0 | 39316 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 123804 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 123864 |
| IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt | 0 | 60 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 3427101 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 3951663 |
| IRS990/IRPDocumentCnt | 0 | 3 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 232087 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 1002694 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 991988 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 1224075 |
| IRS990/LegalDomicileStateCd | 0 | FL |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 1166449 |
| IRS990/LessRentalExpensesGrp/RealAmt | 0 | 18307 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 0 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | 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. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt | 0 | 1292031 |
| IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt | 0 | 801598 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 2884766 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 3902911 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 88464 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 88464 |
| IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt | 0 | 9414 |
| IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 9414 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 372793 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 504146 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 980465 |
| IRS990/NoncashContributionsAmt | 0 | 315852 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 3861 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 3861 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 13182 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 13182 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 50995 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 10995 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 26984 |
| IRS990/OtherExpensesGrp/Desc | 0 | REPAIRS & MAINTENANCE |
| IRS990/OtherExpensesGrp/Desc | 1 | OTHER PROGRAM SERVICE |
| IRS990/OtherExpensesGrp/Desc | 2 | MCGRIFF PROGRAM EXPENSE |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 27408 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 3500 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 187 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 27408 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 3500 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 187 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 609448 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 681317 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 900099 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | ENDOWMENT MANAGEMENT INCOME |
| IRS990/OtherRevenueMiscGrp/ExclusionAmt | 0 | 683 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 683 |
| IRS990/OtherRevenueTotalAmt | 0 | 683 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 6940 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 6940 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 1531 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 1531 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 5289 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 5799 |
| IRS990/PrincipalOfficerNm | 0 | JAMES SALTER |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | PROVIDE FINANCIAL ASSISTANCE TO RETIRED CLERGY OF HOLY TRINITY PARISH AND THEIR SPOUSE. |
| IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt | 0 | 17400 |
| IRS990/ProgSrvcAccomActy3Grp/Desc | 0 | EDUCATION PROGRAMS; FUNDING TO ASSIST WITH MAJOR NEEDS OF THE CHAPEL OF THE INCARNATION. |
| IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt | 0 | 51783 |
| IRS990/ProgSrvcAccomActy3Grp/GrantAmt | 0 | 5400 |
| IRS990/ProgSrvcAccomActyOtherGrp/Desc | 0 | FUNDING TO HOLY TRINITY PARISH RECTOR FOR RECTOR DISCRETIONARY FUND |
| IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt | 0 | 3500 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 148899 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 109874 |
| IRS990/PYInvestmentIncomeAmt | 0 | 383237 |
| IRS990/PYOtherExpensesAmt | 0 | 184286 |
| IRS990/PYOtherRevenueAmt | 0 | 65665 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 281700 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 21941 |
| IRS990/PYTotalExpensesAmt | 0 | 316101 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 597801 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 618368 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/RentalIncomeOrLossGrp/RealAmt | 0 | 9414 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 1 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 1 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 182280 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 335652 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd | 0 | 0 |
| IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd | 0 | 0 |
| IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd | 0 | 1 |
| IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd | 0 | X |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd | 0 | 1 |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd | 0 | 0 |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd | 0 | 0 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | THE 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/ExplanationTxt | 1 | THE 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/FormAndLineReferenceDesc | 0 | SECTION E, LINE 2A |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 1 | SECTION A, LINE 1 |
| IRS990ScheduleA/OtherSupportSumAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrganizationsCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrganizationsTotalCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 0 | 590737888 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 0 | 95270 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 0 | HOLY TRINITY EPISCOPAL CHURCH |
| IRS990ScheduleA/SupportingOrganization509a3Ind | 0 | X |
| IRS990ScheduleA/SupportingOrgType3FuncIntInd | 0 | X |
| IRS990ScheduleA/SupportSumAmt | 0 | 95270 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990/ScheduleBRequiredInd | 0 | 1 |
| IRS990ScheduleD/BuildingsGrp/BookValueAmt | 0 | 454915 |
| IRS990ScheduleD/BuildingsGrp/DepreciationAmt | 0 | 220646 |
| IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 675561 |
| IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 2041929 |
| IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt | 0 | 196797 |
| IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt | 0 | 2562080 |
| IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 399546 |
| IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt | 0 | 76192 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 2240932 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt | 0 | 110570 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 2041929 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | -234958 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt | 0 | 74615 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 2079245 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 2240932 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 262313 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt | 0 | 100626 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 1975621 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt | 0 | 8065 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 2079245 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 187197 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt | 0 | 91638 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 2079986 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt | 0 | 16437 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 1975621 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | -63422 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt | 0 | 57380 |
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Displayed year
2019 • Form 990Detailed filing. Detailed filing data is available for this year.