Civic Intelligence

Holy Trinity Episcopal Foundation Inc.

990 • Fiscal year 2019 • EIN 23-7010230

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

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

62nd percentile

0.28x

Higher debt load relative to assets than 62% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

87th percentile

1.60x

Higher debt load relative to revenue than 87% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

95th percentile

67%

Higher net margin than 95% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

64th percentile

$156,283

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 16.9% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

73rd percentile

12%

Faster asset growth than 73% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

90th percentile

55%

Faster revenue growth than 90% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

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

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

2019

Assets$5,385,826
Liabilities$1,482,915
Net Assets$3,902,911

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

2019

Revenue$924,630
Expenses$306,262
Net Income$618,368
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.1
Gross Receipts
$2,109,386
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$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 Categories

AssetBook ValueDepreciationBasis
Buildings$454,915$220,646$675,561
Land$534,272-$534,272
Equipment$2,801$11,441$14,242

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
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
Compensation and Service Providers

Board Members and Trustees

NameTitle
James SalterPresident
Brian Gendreau1st Vice President
Barbara Hall2nd Vice President
Ann PiersonDirector
Anne SeraphineDirector
Byron CawthonDirector
Dan BoydDirector
John JoplingDirector
Lew GarrishDirector
Marion RadsonDirector
Phyllis DelaneyDirector
Sandra FacklerDirector
J Fletcher MontgomeryDirector Through May 2019/rector
Betty AlsobrookSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$702,205
Program Service Revenue
$0
Investment Income
$212,328
Other Revenue
$10,097
All Other Contributions
$702,205
Change in Net Assets
$618,368

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded3$315,852Fair Market Value (FMV)
Total Noncash Contributions3$315,852-

Audited Revenue Reconciliation

Revenue per Audited Statements
$896,906
Revenue Not Reported on Financial Statements
$27,724
Revenue Not Reported on Form 990
$399,777
Total Revenue per Audited Statements
$1,296,683
Total Revenue per Form 990
$924,630
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
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

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
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

Audited Expense Reconciliation

Line ItemAmount
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
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Holy Trinity Episcopal ChurchGainvesville, FL501(c)(3)ASSISTANCE IS PROVIDED TO FUFILL THE ORGANIZATION'S MISSION OF SUPPORTING THE CHURCH AND SCHOOL.$95,270
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$583,345
Due to Others$81,247
Liability Under Charitable Annuity$11,447
Due to Holy Trinity Parish$5,278
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 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
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
2020-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Salter
Formed
1968
Legal Domicile
Fl
Voting Board Members
13
Independent Board Members
13
Employees
1
Volunteers
0

Preparer

Firm
James Moore & Co Pl
Address
5931 NW 1ST PL, GAINESVILLE, FL 32607-2063
Preparer
Corinne Turcotte
Phone
3523781331
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Change in split interest agreement 26,984.

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 26,984.

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IRS990/Form990PartVIISectionAGrp/TitleTxt01ST VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt42ND VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR THROUGH MAY 2019/RECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01968
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt088464
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantAmt095270
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0100670
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0100670
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01254913
IRS990/GrossReceiptsAmt02109386
IRS990/GrossRentsGrp/RealAmt027721
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt010128
IRS990/InsuranceGrp/TotalAmt010128
IRS990/InterestGrp/ProgramServicesAmt039316
IRS990/InterestGrp/TotalAmt039316
IRS990/InvestmentIncomeGrp/ExclusionAmt0123804
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0123864
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt060
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03427101
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03951663
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0232087
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01002694
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0991988
IRS990/LandBldgEquipCostOrOtherBssAmt01224075
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01166449
IRS990/LessRentalExpensesGrp/RealAmt018307
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/BOYAmt01292031
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0801598
IRS990/NetAssetsOrFundBalancesBOYAmt02884766
IRS990/NetAssetsOrFundBalancesEOYAmt03902911
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt088464
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt088464
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt09414
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt09414
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0372793
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0504146
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0980465
IRS990/NoncashContributionsAmt0315852
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt03861
IRS990/OccupancyGrp/TotalAmt03861
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt013182
IRS990/OfficeExpensesGrp/TotalAmt013182
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt050995
IRS990/OtherAssetsTotalGrp/EOYAmt010995
IRS990/OtherChangesInNetAssetsAmt026984
IRS990/OtherExpensesGrp/Desc0REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc1OTHER PROGRAM SERVICE
IRS990/OtherExpensesGrp/Desc2MCGRIFF PROGRAM EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt027408
IRS990/OtherExpensesGrp/ProgramServicesAmt03500
IRS990/OtherExpensesGrp/ProgramServicesAmt1187
IRS990/OtherExpensesGrp/TotalAmt027408
IRS990/OtherExpensesGrp/TotalAmt13500
IRS990/OtherExpensesGrp/TotalAmt2187
IRS990/OtherLiabilitiesGrp/BOYAmt0609448
IRS990/OtherLiabilitiesGrp/EOYAmt0681317
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0ENDOWMENT MANAGEMENT INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt0683
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0683
IRS990/OtherRevenueTotalAmt0683
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt06940
IRS990/OtherSalariesAndWagesGrp/TotalAmt06940
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01531
IRS990/PayrollTaxesGrp/TotalAmt01531
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05289
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05799
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/Desc0EDUCATION PROGRAMS; FUNDING TO ASSIST WITH MAJOR NEEDS OF THE CHAPEL OF THE INCARNATION.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt051783
IRS990/ProgSrvcAccomActy3Grp/GrantAmt05400
IRS990/ProgSrvcAccomActyOtherGrp/Desc0FUNDING TO HOLY TRINITY PARISH RECTOR FOR RECTOR DISCRETIONARY FUND
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt03500
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0148899
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0109874
IRS990/PYInvestmentIncomeAmt0383237
IRS990/PYOtherExpensesAmt0184286
IRS990/PYOtherRevenueAmt065665
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0281700
IRS990/PYSalariesCompEmpBnftPaidAmt021941
IRS990/PYTotalExpensesAmt0316101
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0597801
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0618368
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt09414
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0182280
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0335652
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/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0590737888
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt095270
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0HOLY TRINITY EPISCOPAL CHURCH
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt095270
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/BookValueAmt0454915
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0220646
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0675561
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02041929
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0196797
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02562080
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0399546
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt076192
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02240932
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0110570
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02041929
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-234958
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt074615
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02079245
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02240932
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0262313
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0100626
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01975621
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt08065
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02079245
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0187197
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt091638
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02079986
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt016437
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01975621
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-63422
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt057380

Document Assets

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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