Civic Intelligence

Holy Trinity Episcopal Foundation Inc.

990 • Fiscal year 2020 • EIN 23-7010230

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

100 NE 1st StGainesville, FL 32601

(352) 376-8201

Siviq Scores

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

Liabilities / Assets

60th percentile

0.27x

Higher debt load relative to assets than 60% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

91st percentile

3.13x

Higher debt load relative to revenue than 91% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

90th percentile

47%

Higher net margin than 90% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

66th percentile

$159,257

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 34.7% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

31st percentile

0.5%

Faster asset growth than 31% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

7th percentile

-50%

Faster revenue growth than 7% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Assets

Up

$5,412,171

Up $26,345 (+0.5%) from 2019

Net Assets

Up

$3,974,263

Up $71,352 (+1.8%) from 2019

Liabilities

Down

$1,437,908

Down $45,007 (-3.0%) from 2019

Revenue

Down

$459,584

Down $465,046 (-50%) from 2019

Expenses

Down

$245,072

Down $61,190 (-20%) from 2019

Net Income

Down

$214,512

Down $403,856 (-65%) from 2019

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

2020

Assets$5,412,171
Liabilities$1,437,908
Net Assets$3,974,263

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

2020

Revenue$459,584
Expenses$245,072
Net Income$214,512
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.1
Gross Receipts
$2,819,660
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$3,951,663$4,309,095▲ $357,432
Land, Buildings, and Equipment, Net$991,988$974,686▼ $17,302
Savings and Temporary Cash Investments$335,652$75,742▼ $259,910
Cash and Non-Interest-Bearing Accounts$89,371$35,485▼ $53,886
Prepaid Expenses and Deferred Charges$5,799$5,799→ $0
Accounts Receivable$358$369▲ $11
Total Assets$5,385,826$5,412,171▲ $26,345
Other Assets Total$10,995$10,995→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$801,598$798,249▼ $3,349
Other Liabilities$681,317$639,659▼ $41,658
Total Liabilities$1,482,915$1,437,908▼ $45,007
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,922,446$3,065,601▲ $143,155
Net Assets Without Donor Restrictions$980,465$908,662▼ $71,803
Total Net Assets Fund Balance$3,902,911$3,974,263▲ $71,352
Total Liabilities and Net Assets / Fund Balance$5,385,826$5,412,171▲ $26,345

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$437,742$237,819$675,561
Land$534,272-$534,272
Equipment$2,672$11,570$14,242

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$2,562,080$50,000▲ $179,101$73,987$2,717,194
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
Compensation and Service Providers

Board Members and Trustees

NameTitle
Brian GendreauPresident
Barbara Hall1st Vice President
Ann PiersonDirector
Dan BoydDirector
John JoplingDirector
Lew GarrishDirector
Marion RadsonDirector
Phyllis DelaneyDirector
J Fletcher MontgomeryRector
Betty AlsobrookSecretary
Laura GruberSr. Warden
Revenue and Support

Revenue Composition

Contributions and Grants
$53,350
Program Service Revenue
$0
Investment Income
$403,671
Other Revenue
$2,563
All Other Contributions
$53,350
Change in Net Assets
$214,512
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$167,906
Grants and Similar Amounts Paid$71,300
Salaries, Compensation, and Employee Benefits$5,866
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$71,300--$71,300
Fees for Services Accounting$1,800$47,447-$49,247
Fees for Service Investment Mgmnt Fees-$28,081-$28,081
Interest$19,627--$19,627
Fees for Services Other$17,400$633-$18,033
Insurance-$13,931-$13,931
Occupancy-$11,227-$11,227
Conferences and Meetings$10,642--$10,642
Office Expenses-$9,641-$9,641
Depreciation Depletion-$7,477-$7,477
Other Salaries and Wages-$5,866-$5,866
Total Functional Expenses$120,769$124,303$0$245,072
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.$71,300
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$601,781
Due to Others$26,982
Liability Under Charitable Annuity$10,896
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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
No
Other officer compensation reviewed
No
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 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
100 NE 1ST ST, GAINESVILLE, FL 32601

Signing Officer

Name
Brian Gendreau
Title
President
Phone
3523768201
Signed
2021-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brian Gendreau
Formed
1968
Legal Domicile
Fl
Voting Board Members
11
Independent Board Members
10
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 3,620.

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.

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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/BOYAmt0801598
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0798249
IRS990/NetAssetsOrFundBalancesBOYAmt03902911
IRS990/NetAssetsOrFundBalancesEOYAmt03974263
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0300184
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0300184
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt01753
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt01753
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-146780
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0980465
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0908662
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt011227
IRS990/OccupancyGrp/TotalAmt011227
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09641
IRS990/OfficeExpensesGrp/TotalAmt09641
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt010995
IRS990/OtherAssetsTotalGrp/EOYAmt010995
IRS990/OtherChangesInNetAssetsAmt03620
IRS990/OtherLiabilitiesGrp/BOYAmt0681317
IRS990/OtherLiabilitiesGrp/EOYAmt0639659
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0ENDOWMENT MANAGEMENT INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt0810
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0810
IRS990/OtherRevenueTotalAmt0810
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt05866
IRS990/OtherSalariesAndWagesGrp/TotalAmt05866
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05799
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05799
IRS990/PrincipalOfficerNm0BRIAN GENDREAU
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/ExpenseAmt030269
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt01800
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0702205
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0100670
IRS990/PYInvestmentIncomeAmt0212328
IRS990/PYOtherExpensesAmt0197121
IRS990/PYOtherRevenueAmt010097
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0618368
IRS990/PYSalariesCompEmpBnftPaidAmt08471
IRS990/PYTotalExpensesAmt0306262
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0924630
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0214512
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt01753
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0335652
IRS990/SavingsAndTempCashInvstGrp/EOYAmt075742
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/SupportAmt071300
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0HOLY TRINITY EPISCOPAL CHURCH
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt071300
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/BookValueAmt0437742
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0237819
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0675561
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02562080
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt050000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02717194
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0179101
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt073987
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02041929
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0196797
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02562080
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0399546
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt076192
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02240932
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0110570
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02041929
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-234958
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt074615
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02079245
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02240932
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0262313
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0100626
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01975621
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt08065
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02079245
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0187197
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt091638
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt02672
IRS990ScheduleD/EquipmentGrp/DepreciationAmt011570
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt014242
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0534272
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0534272
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt010896
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1601781
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt226982
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LIABILITY UNDER CHARITABLE ANNUITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1LIABILITY UNDER UNITRUST AGREEMENT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE TO OTHERS
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.83620
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S ENDOWMENT FUNDS ARE RECTOR RETIREMENT FUNDS, FUNDS FOR SCHOLARSHIPS TO CAMP WEED AND TO FUND EDUCATIONAL ACTIVITIES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1MANAGEMENT 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.16380
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0974686
IRS990ScheduleD/TotalLiabilityAmt0639659
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt071300
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ASSISTANCE IS PROVIDED TO FUFILL THE ORGANIZATION'S MISSION OF SUPPORTING THE CHURCH AND SCHOOL.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0HOLY TRINITY EPISCOPAL CHURCH
IRS990ScheduleI/RecipientTable/RecipientEIN0590737888
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0101 NE 1ST ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0GAINVESVILLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0FL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd032601
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION PROVIDES ASSISTANCE TO HOLY TRINITY EPISCOPAL CHURCH (SUPPORTED ORGANIZATION) AS PART OF ITS MISSION. THE FOUNDATION BOARD APPROVES AMOUNTS ALLOCATED TO THE CHURCH.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00

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