Civic Intelligence

Holy Trinity Episcopal Foundation Inc.

990 • Fiscal year 2021 • EIN 23-7010230

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

Organization ProfileHOLYTRINITYEPISCOPALFOUNDATION.ORG
100 NE First StreetGainesville, FL 32601

(352) 376-8201

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.23x

Higher debt load relative to assets than 63% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

90th percentile

2.12x

Higher debt load relative to revenue than 90% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

87th percentile

51%

Higher net margin than 87% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

57th percentile

13%

Faster asset growth than 57% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

77th percentile

46%

Faster revenue growth than 77% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$6,104,435

Up $692,264 (+13%) from 2020

Net Assets

Up

$4,677,726

Up $703,463 (+18%) from 2020

Liabilities

Down

$1,426,709

Down $11,199 (-0.8%) from 2020

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin87th percentile

Revenue

Up

$672,701

Up $213,117 (+46%) from 2020

Expenses

Up

$331,764

Up $86,692 (+35%) from 2020

Net Income

Up

$340,937

Up $126,425 (+59%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

2021

Assets$6,104,435
Liabilities$1,426,709
Net Assets$4,677,726
Open 2021 Filing

Operations Trend

Revenue Growth77th percentile

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

2021

Revenue$672,701
Expenses$331,764
Net Income$340,937
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.2
Gross Receipts
$2,205,184
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$4,309,095$4,719,154▲ $410,059
Land, Buildings, and Equipment, Net$974,686$957,385▼ $17,301
Savings and Temporary Cash Investments$75,742$303,479▲ $227,737
Cash and Non-Interest-Bearing Accounts$35,485$106,881▲ $71,396
Prepaid Expenses and Deferred Charges$5,799$6,172▲ $373
Accounts Receivable$369$369→ $0
Total Assets$5,412,171$6,104,435▲ $692,264
Other Assets Total$10,995$10,995→ $0
Liabilities
Other Liabilities$639,659$728,460▲ $88,801
Mortgage Notes Payable Secured by Investment Property$798,249$698,249▼ $100,000
Total Liabilities$1,437,908$1,426,709▼ $11,199
Net Assets / Fund Balance
Net Assets With Donor Restrictions$3,065,601$3,682,459▲ $616,858
Net Assets Without Donor Restrictions$908,662$995,267▲ $86,605
Total Net Assets Fund Balance$3,974,263$4,677,726▲ $703,463
Total Liabilities and Net Assets / Fund Balance$5,412,171$6,104,435▲ $692,264

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$420,569$254,992$675,561
Land$534,272-$534,272
Equipment$2,544$11,698$14,242

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$2,717,194$149,090▲ $510,123$70,961$3,305,446
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
Compensation and Service Providers
Top Officer Pay22nd percentile

Board Members and Trustees

NameTitle
Brian GendreauPresident
Barbara Hall1st Vice President
Ann PiersonDirector
Dan BoydDirector
John JoplingDirector
Lew GarrishDirector
Marion RadsonDirector
Phyllis DelaneyDirector
Ann SeraphineDirector - Resigned 2/2021
Robert W HicksDirector - Resigned 2/2021
Byron CawthonDirector - Resigned 4/2021
Betty AlsobrookSecretary
Laura GruberSr. Warden
Revenue and Support

Revenue Composition

Contributions and Grants
$344,008
Program Service Revenue
$0
Investment Income
$346,311
Other Revenue
$-17,618
All Other Contributions
$344,008
Change in Net Assets
$340,937

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
Other Non Cash Contri Table1$100,000Fair Market Value (FMV)
Securities Miscellaneous1$49,090Fair Market Value (FMV)
Total Noncash Contributions2$149,090-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$164,581
Other Expenses$161,008
Salaries, Compensation, and Employee Benefits$6,175
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$164,581--$164,581
Fees for Services Accounting$2,075$41,444-$43,519
Fees for Service Investment Mgmnt Fees-$31,991-$31,991
Fees for Services Other$17,400$13,450-$30,850
Interest$13,483--$13,483
Insurance-$10,481-$10,481
Office Expenses-$8,573-$8,573
Depreciation Depletion-$7,477-$7,477
Other Salaries and Wages-$6,175-$6,175
Occupancy-$2,923-$2,923
Other Expenses$6,000$1,766-$1,766
Total Functional Expenses$203,539$128,225$0$331,764
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.$163,374
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$685,652
Due to Others$32,450
Liability Under Charitable Annuity$10,358
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 FIRST STREET, GAINESVILLE, FL 32601

Signing Officer

Name
Brian Gendreau
Title
President
Phone
3523768201
Signed
2022-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brian Gendreau
Formed
1968
Legal Domicile
Fl
Voting Board Members
10
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 Laroche
Phone
3523781331
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in split interest agreement 36,802.”

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.”

Raw XML AppendixShowing 400 of 581 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt31ST VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9SR. WARDEN
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR - RESIGNED 4/2021
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR - RESIGNED 2/2021
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR - RESIGNED 2/2021
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IRS990/InterestGrp/ProgramServicesAmt013483
IRS990/InterestGrp/TotalAmt013483
IRS990/InvestmentIncomeGrp/ExclusionAmt0104920
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0104920
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04309095
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04719154
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0266690
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0974686
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0957385
IRS990/LandBldgEquipCostOrOtherBssAmt01224075
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01513150
IRS990/LessRentalExpensesGrp/RealAmt019333
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/BOYAmt0798249
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0698249
IRS990/NetAssetsOrFundBalancesBOYAmt03974263
IRS990/NetAssetsOrFundBalancesEOYAmt04677726
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0241391
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0241391
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0-17888
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-17888
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0323958
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0908662
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0995267
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0149090
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt02923
IRS990/OccupancyGrp/TotalAmt02923
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt08573
IRS990/OfficeExpensesGrp/TotalAmt08573
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt010995
IRS990/OtherAssetsTotalGrp/EOYAmt010995
IRS990/OtherChangesInNetAssetsAmt036802
IRS990/OtherExpensesGrp/Desc0OTHER PROGRAM SERVICE
IRS990/OtherExpensesGrp/Desc1REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc2BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03945
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11766
IRS990/OtherExpensesGrp/ProgramServicesAmt06000
IRS990/OtherExpensesGrp/TotalAmt06000
IRS990/OtherExpensesGrp/TotalAmt13945
IRS990/OtherExpensesGrp/TotalAmt21766
IRS990/OtherLiabilitiesGrp/BOYAmt0639659
IRS990/OtherLiabilitiesGrp/EOYAmt0728460
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0ENDOWMENT MANAGEMENT INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt0270
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0270
IRS990/OtherRevenueTotalAmt0270
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt06175
IRS990/OtherSalariesAndWagesGrp/TotalAmt06175
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05799
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06172
IRS990/PrincipalOfficerNm0BRIAN GENDREAU
IRS990/PriorPeriodAdjustmentsAmt01766
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/ExpenseAmt013483
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt08075
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt053350
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt071300
IRS990/PYInvestmentIncomeAmt0403671
IRS990/PYOtherExpensesAmt0167906
IRS990/PYOtherRevenueAmt02563
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0214512
IRS990/PYSalariesCompEmpBnftPaidAmt05866
IRS990/PYTotalExpensesAmt0245072
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0459584
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0340937
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0-17888
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt075742
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0303479
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/SupportAmt0163374
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt11207
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0HOLY TRINITY EPISCOPAL CHURCH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1HOLY TRINITY EPISCOPAL SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0164581
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/BookValueAmt0420569
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0254992
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0675561
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02717194
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0149090
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt03305446
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0510123
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt070961
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02562080
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt050000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02717194
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0179101
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt073987
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02041929
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0196797
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02562080
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0399546
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt076192
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02240932
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0110570
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02041929
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-234958
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt074615
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02079245
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02240932
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0262313
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0100626
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt02544
IRS990ScheduleD/EquipmentGrp/DepreciationAmt011698
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt014242
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0534272
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0534272
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt010358
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1685652

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,104,435
Liabilities
$1,426,709
Net assets
$4,677,726
Revenue
$672,701
Expenses
$331,764
Net income
$340,937
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
Peer Organizations

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