Civic Intelligence

Wollin Sutterfield Foundation Inc.

990 • Fiscal year 2015 • EIN 27-2429447

Jan 01, 2015 to Dec 31, 2015 • Filed on May 10, 2016

Organization Profile
9 Landsdowne EstatesLexington, KY 40502

(859) 281-2329

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

1st percentile

-2367%

Higher net margin than 1% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

18th percentile

-8.5%

Faster asset growth than 18% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

1st percentile

-94%

Faster revenue growth than 1% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$788,469

Down $73,517 (-8.5%) from 2014

Net Assets

Down

$788,469

Down $73,517 (-8.5%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin1st percentile

Revenue

Down

$3,106

Down $48,560 (-94%) from 2014

Expenses

Down

$76,623

Down $6,014 (-7.3%) from 2014

Net Income

Down

-$73,517

Down $42,546 (-137%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$1.0M$500K$0Assets 2014: $861,986Liabilities 2014: $0Net Assets 2014: $861,9862014Assets 2015: $788,469Liabilities 2015: $0Net Assets 2015: $788,4692015Assets 2016: $754,179Liabilities 2016: $0Net Assets 2016: $754,1792016Assets 2017: $736,066Liabilities 2017: $0Net Assets 2017: $736,0662017Assets 2021: $520,639Liabilities 2021: $0Net Assets 2021: $520,6392021Assets 2022: $464,107Liabilities 2022: $0Net Assets 2022: $464,1072022Assets 2023: $420,272Liabilities 2023: $0Net Assets 2023: $420,2722023Assets 2024: $400,978Liabilities 2024: $0Net Assets 2024: $400,9782024

Highlighted filing

2015

Assets$788,469
Liabilities$0
Net Assets$788,469
Open 2015 Filing

Operations Trend

Revenue Growth1st percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2014: $51,666Expenses 2014: $82,637Net Income 2014: -$30,9712014Revenue 2015: $3,106Expenses 2015: $76,623Net Income 2015: -$73,5172015Revenue 2016: $37,637Expenses 2016: $71,927Net Income 2016: -$34,2902016Revenue 2017: $80,812Expenses 2017: $98,925Net Income 2017: -$18,1132017Revenue 2021: $60,576Expenses 2021: $92,516Net Income 2021: -$31,9402021Revenue 2022: $48,147Expenses 2022: $104,679Net Income 2022: -$56,5322022Revenue 2023: $59,214Expenses 2023: $103,049Net Income 2023: -$43,8352023Revenue 2024: $99,718Expenses 2024: $119,012Net Income 2024: -$19,2942024

Highlighted filing

2015

Revenue$3,106
Expenses$76,623
Net Income-$73,517
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 10, 2016
Return Version
2015v2.1
Gross Receipts
$267,259
Mission and Program Overview

Mission

The organization's specific purpose is to make grants to the holy trinity episcopal church of georgetown, kentucky. The organization was organized solely for charitable purposes and, upon dissolution, its assets will be distributed solely for charitable purposes, all within section 501(c)(3).

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$999,620$999,620→ $0
Investments in Publicly Traded Securities$521,825$628,534▲ $106,709
Savings and Temporary Cash Investments$340,161$159,935▼ $180,226
Rtn Earn Endowment Incm Other Fnds$-137,634$-211,151▼ $73,517
Total Assets$861,986$788,469▼ $73,517
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$861,986$788,469▼ $73,517
Total Liabilities and Net Assets / Fund Balance$861,986$788,469▼ $73,517
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Catherine ChamberlainDirector
Melissa PoynterDirector
Middleton ThompsonDir, Pres, S
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$2,124
Other Revenue
$982
Change in Net Assets
$-73,517
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$63,458
Other Expenses$13,165
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$63,458--$63,458
Fees for Service Investment Mgmnt Fees-$10,172-$10,172
Fees for Services Accounting-$2,961-$2,961
Fees for Services Other-$32-$32
Total Functional Expenses$63,458$13,165$0$76,623
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Holy Trinity Episcopal ChurchGeorgetown, KY501c3Gift to Holy Trinity$63,458
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
The Wollin Sutterfield Foundation
EIN
27-2429447
Address
9 LANDSDOWNE ESTATES, LEXINGTON, KY 40502

Signing Officer

Name
Middleton Thompson
Title
Dir, Pres, Sec, Trea
Signed
2016-05-10

Organization Details

Principal Officer
Middleton Thompson
Formed
2011
Legal Domicile
Fl
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Martinbrown Cpas & Advisors
Address
1855 VETERANS PARK DR STE 303, NAPLES, FL 34109
Preparer
Daniel J Brown CPA
Phone
2392548306
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The organization's specific purpose is to make grants to the holy trinity episcopal church of georgetown, kentucky. The organization was organized solely for charitable purposes and, upon dissolution, its assets will be distributed solely for charitable purposes, all within section 501(c)(3).”

Raw XML Appendix363 raw XML fields

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

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE ORGANIZATION'S SPECIFIC PURPOSE IS TO MAKE GRANTS TO THE HOLY TRINITY EPISCOPAL CHURCH OF GEORGETOWN, KENTUCKY. THE ORGANIZATION WAS ORGANIZED SOLELY FOR CHARITABLE PURPOSES AND, UPON DISSOLUTION, ITS ASSETS WILL BE DISTRIBUTED SOLELY FOR CHARITABLE PURPOSES, ALL WITHIN SECTION 501(C)(3).
IRS990/BooksInCareOfDetail/PersonNm0MIDDLETON THOMPSON
IRS990/BooksInCareOfDetail/PhoneNum08592812329
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt09 LANDSDOWNE ESTATES
IRS990/BooksInCareOfDetail/USAddress/CityNm0LEXINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd040502
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0999620
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0999620
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt063458
IRS990/CYInvestmentIncomeAmt02124
IRS990/CYOtherExpensesAmt013165
IRS990/CYOtherRevenueAmt0982
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-73517
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt076623
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03106
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0GIFTS TO HOLY TRINITY EPISCOPAL CHURCH
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt063458
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02961
IRS990/FeesForServicesAccountingGrp/TotalAmt02961
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt032
IRS990/FeesForServicesOtherGrp/TotalAmt032
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt010172
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt010172
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0CATHERINE CHAMBERLAIN
IRS990/Form990PartVIISectionAGrp/PersonNm1MIDDLETON THOMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm2MELISSA POYNTER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIR, PRES, S
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02011
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt012674
IRS990/GainOrLossGrp/SecuritiesAmt0-25595
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt063458
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt063458
IRS990/GrantsToDomesticOrgsGrp/TotalAmt063458
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt012674
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0238558
IRS990/GrossReceiptsAmt0267259
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt015045
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt015045
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0521825
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0628534
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0264153
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE ORGANIZATION'S SPECIFIC PURPOSE IS TO MAKE GRANTS TO THE HOLY TRINITY EPISCOPAL CHURCH OF GEORGETOWN, KENTUCKY. THE ORGANIZATION WAS ORGANIZED SOLELY FOR CHARITABLE PURPOSES AND, UPON DISSOLUTION, ITS ASSETS WILL BE DISTRIBUTED SOLELY FOR CHARITABLE PURPOSES, ALL WITHIN SECTION 501(C)(3).
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0861986
IRS990/NetAssetsOrFundBalancesEOYAmt0788469
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-12921
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-12921
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherRevenueMiscGrp/Desc0THE CARLYLE GROUP
IRS990/OtherRevenueMiscGrp/Desc1RAYMOND JAMES INVESTMENTS
IRS990/OtherRevenueMiscGrp/ExclusionAmt0665
IRS990/OtherRevenueMiscGrp/ExclusionAmt1317
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0665
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1317
IRS990/OtherRevenueTotalAmt0982
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0MIDDLETON THOMPSON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt073485
IRS990/PYInvestmentIncomeAmt051220
IRS990/PYOtherExpensesAmt09152
IRS990/PYOtherRevenueAmt0446
IRS990/PYRevenuesLessExpensesAmt0-30971
IRS990/PYTotalExpensesAmt082637
IRS990/PYTotalRevenueAmt051666
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-73517
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-137634
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-211151
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0340161
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0159935
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt016029
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt016271
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt087
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt016029
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt016184
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt013166
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt09152
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt02863
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt07119
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt07119
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt036211
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt036211
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt06051
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt036211
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt036211
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt036211
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt063458
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt063458
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt02327
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt038538
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt065785
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt063458
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt02327
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt038538
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt063458
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt036211
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt01.000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt063458
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt063458
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE OFFICERS AND DIRECTORS OF THE WOLLIN SUTTERFIELD FOUNDATION INC ("THE FOUNDATION- OR "SUPPORTING ORGANIZATION") MAINTAIN A CLOSE AND CONTINUOUS RELATIONSHIP WITH THE OFFICERS, DIRECTORS AND TRUSTEES OF THE HOLY TRINITY EPISCOPAL CHURCH ("THE CHURCH- OR "SUPPORTED ORGANIZATION"). THIS "COORDINATED" RELATIONSHIP IS A REQUIREMENT OF THE FOUNDATION, ACCORDING TO THE BYLAWS, AND ACTIVELY MAINTAINED BY BOTH THE FOUNDATION AND THE SUPPORTED ORGANIZATION THROUGH REGULAR COMMUNICATIONS, MEETINGS AND RELATED ACTIVITY. THE COORDINATED OPERATION ALLOWS THE SUPPORTED ORGANIZATION TO CARRY A DIRECT AND SIGNIFICANT VOICE TO THE FOUNDATION, CONTROLLING THE TIMING AND AMOUNTS OF GRANTS AND FUNDING (IN ADDITION TO THE REGULAR ANNUAL GRANTS DISTRIBUTED TO THE CHURCH), AS REQUIRED BY OPERATION OF THE FOUNDATION (SOLE PROGRAM PURPOSE IS TO SUPPORT THE CHURCH).
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE HOLY TRINITY EPISCOPAL CHURCH ("CHURCH- OR "SUPPORTED ORGANIZATION") IS REPRESENTED IN A DECISION MAKING CAPACITY BY ITS OFFICERS, DIRECTORS AND TRUSTEES THROUGH THE CONTINUOUS WORKING RELATIONSHIP AND SIGNIFICANT VOICE HELD IN THE WOLLIN SUTTERFIELD FOUNDATION INC ("THE FOUNDATION- OR "SUPPORTING ORGANIZATION"). THE FOUNDATION REGULARLY AND OPENLY ENGAGES IN DIALOGUE REGARDING ALL FOUNDATION ACTIVITY, INCLUDING INVESTMENTS AND ASSET DECISIONS, WITH THE CHURCH, AS DESCRIBED IN LINE 2. THIS PROVIDES THE CHURCH ACCESS TO AND PARTICIPATION IN DECISION MAKING OF THE FOUNDATION AND ENSURES THE COMMUNICATION AND REPRESENTATION OF HOLY TRINITY'S SUPPORT NEEDS ARE KNOWN AND TIMELY FULFILLED BY THE SUPPORTING ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE WOLLIN SUTTERFIELD FOUNDATION INC (THE "ORGANIZATION") IS BOTH ATTENTIVE AND RESPONSIVE TO THE HOLY TRINITY EPISCOPAL CHURCH (THE "SUPPORTED ORGANIZATION"). THE HOLY TRINITY EPISCOPAL CHURCH'S CONTINUED, UNINTERRUPTED OPERATION IS RELIANT ON FUNDING FROM THE ORGANIZATION AND THE ORGANIZATION IS RESPONSIVE THROUGH THE MECHANISMS AND RELATIONSHIP DESCRIBED IN SCHEDULE A, PART IV.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART V, SECTION D, LINE 8
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt0976603
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt01050344
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0206470
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0395695
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt0770133
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt0654649
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt014649
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt015755
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt0961954
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt01034589
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt033668
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt036211
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt0976603
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt01050344
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt033668
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt036211
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0610705737
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt063458
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0HOLY TRINITY EPISCOPAL CHURCH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0HOLY TRINITY EPISCOPAL CHURCH
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt063458
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt063458
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GIFT TO HOLY TRINITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0HOLY TRINITY EPISCOPAL CHURCH
IRS990ScheduleI/RecipientTable/RecipientEIN0610705737
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0209 SOUTH BROADWAY STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0GEORGETOWN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0KY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd040324
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S SPECIFIC PURPOSE IS TO MAKE GRANTS TO THE HOLY TRINITY EPISCOPAL CHURCH OF GEORGETOWN, KENTUCKY. THE ORGANIZATION WAS ORGANIZED SOLELY FOR CHARITABLE PURPOSES AND, UPON DISSOLUTION, ITS ASSETS WILL BE DISTRIBUTED SOLELY FOR CHARITABLE PURPOSES, ALL WITHIN SECTION 501(C)(3).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0861986
IRS990/TotalAssetsEOYAmt0788469
IRS990/TotalAssetsGrp/BOYAmt0861986
IRS990/TotalAssetsGrp/EOYAmt0788469
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt013165
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt063458
IRS990/TotalFunctionalExpensesGrp/TotalAmt076623
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0861986
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0788469
IRS990/TotalProgramServiceExpensesAmt063458
IRS990/TotalRevenueGrp/ExclusionAmt03106
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03106
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0861986
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0788469
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MIDDLETON THOMPSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIR, PRES, SEC, TREA
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WOLLIN SUTTERFIELD FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WOLL
ReturnHeader/Filer/EIN0272429447
ReturnHeader/Filer/USAddress/AddressLine1Txt09 LANDSDOWNE ESTATES
ReturnHeader/Filer/USAddress/CityNm0LEXINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040502
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453768259
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARTINBROWN CPAS & ADVISORS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01855 VETERANS PARK DR STE 303
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NAPLES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034109
ReturnHeader/PreparerPersonGrp/PhoneNum02392548306
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL J BROWN CPA
ReturnHeader/ReturnTs02016-05-11T13:33:14-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$788,469
Liabilities
$0
Net assets
$788,469
Revenue
$3,106
Expenses
$76,623
Net income
-$73,517
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$1.00$1.19$0.19
2023Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$0.59$1.03$0.44
2022Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$0.48$1.05$0.57
2021Detailed filing. Detailed filing data is available for this year.$5.21$0.00$5.21$0.61$0.93$0.32
2017Detailed filing. Detailed filing data is available for this year.$7.36$0.00$7.36$0.81$0.99$0.18
2016Detailed filing. Detailed filing data is available for this year.$7.54$0.00$7.54$0.38$0.72$0.34
2015Detailed filing. Detailed filing data is available for this year.$7.88$0.00$7.88$0.03$0.77$0.74
2014Detailed filing. Detailed filing data is available for this year.$8.62$0.00$8.62$0.52$0.83$0.31