Civic Intelligence

Trinity Endowment Trust 80479 Mnbd Ttee

990 • Fiscal year 2016 • EIN 38-6476953

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 24, 2017

Organization ProfileN/A
PO Box 75000Detroit, MI 48275-7874

(313) 222-7092

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

2nd percentile

-179%

Higher net margin than 2% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

51st percentile

$5,278

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 26.0% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

23rd percentile

-6.0%

Faster asset growth than 23% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

1st percentile

-91%

Faster revenue growth than 1% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$569,815

Down $36,389 (-6.0%) from 2015

Net Assets

Down

$569,815

Down $36,389 (-6.0%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin2nd percentile

Revenue

Down

$20,279

Down $203,310 (-91%) from 2015

Expenses

Up

$56,668

Up $42,413 (+298%) from 2015

Net Income

Down

-$36,389

Down $245,723 (-117%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$800K$600K$400K$200K$0Assets 2010: $396,508Liabilities 2010: $0Net Assets 2010: $396,5082010Assets 2011: $396,852Liabilities 2011: $0Net Assets 2011: $396,8522011Assets 2012: $408,668Liabilities 2012: $0Net Assets 2012: $408,6682012Assets 2013: $395,928Liabilities 2013: $0Net Assets 2013: $395,9282013Assets 2014: $399,947Liabilities 2014: $0Net Assets 2014: $399,9472014Assets 2015: $606,204Liabilities 2015: $0Net Assets 2015: $606,2042015Assets 2016: $569,815Liabilities 2016: $0Net Assets 2016: $569,8152016Assets 2017: $606,646Liabilities 2017: $0Net Assets 2017: $606,6462017Assets 2018: $628,229Liabilities 2018: $0Net Assets 2018: $628,2292018Assets 2019: $570,728Liabilities 2019: $0Net Assets 2019: $570,7282019Assets 2020: $599,965Liabilities 2020: $0Net Assets 2020: $599,9652020Assets 2021: $638,896Liabilities 2021: $0Net Assets 2021: $638,8962021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2016

Assets$569,815
Liabilities$0
Net Assets$569,815
Open 2016 Filing

Operations Trend

Revenue Growth1st percentile

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

$1.0M$500K$0-$500K-$1.0MExpenses 2010: $4,3962010Revenue 2011: $15,142Expenses 2011: $14,798Net Income 2011: $3442011Expenses 2012: $5,1042012Revenue 2013: $17,984Expenses 2013: $30,724Net Income 2013: -$12,7402013Revenue 2014: $10,018Expenses 2014: $5,999Net Income 2014: $4,0192014Revenue 2015: $223,589Expenses 2015: $14,255Net Income 2015: $209,3342015Revenue 2016: $20,279Expenses 2016: $56,668Net Income 2016: -$36,3892016Revenue 2017: $42,274Expenses 2017: $5,443Net Income 2017: $36,8312017Revenue 2018: $27,638Expenses 2018: $5,848Net Income 2018: $21,7902018Revenue 2019: $47,010Expenses 2019: $105,919Net Income 2019: -$58,9092019Revenue 2020: $34,737Expenses 2020: $5,225Net Income 2020: $29,5122020Revenue 2021: $44,955Expenses 2021: $6,024Net Income 2021: $38,9312021Revenue 2022: $76,058Expenses 2022: $714,954Net Income 2022: -$638,8962022

Highlighted filing

2016

Revenue$20,279
Expenses$56,668
Net Income-$36,389
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 24, 2017
Return Version
2016v3.0
Gross Receipts
$77,516
Mission and Program Overview

Mission

To distribute net income as requested to the trinity lutheran church for the purpose for which this fund was established.

To distribute net income as requested to the trinity lutheran church for the purpose for which this fund wasestablished.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$606,204$569,815▼ $36,389
Investments Other Securities$600,881$561,974▼ $38,907
Savings and Temporary Cash Investments$4,216$4,221▲ $5
Accounts Receivable$1,107$3,620▲ $2,513
Total Assets$606,204$569,815▼ $36,389
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$606,204$569,815▼ $36,389
Total Liabilities and Net Assets / Fund Balance$606,204$569,815▼ $36,389
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleBaseTotal
-Trustee$5,278$5,278

Board Members and Trustees

NameTitle
Richard CarolanPresident
William VollmertVice President
David EberhardEndowment Committee Member
Douglas DossinEndowment Committee Member
Gary MarowskeEndowment Committee Member
Robert BenderEndowment Committee Member
Timothy SchleyEndowment Committee Member
Jerris RosenthalEndownment Committee Member
Michael PageEndownment Committee Member
Suzanne KromathSecretary
Gerald BarkerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$20,279
Other Revenue
$0
Change in Net Assets
$-36,389
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$51,390
Salaries, Compensation, and Employee Benefits$5,278
Other Expenses$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$51,390--$51,390
Current Officers, Directors, Trustees, and Key Employees-$5,278-$5,278
Total Functional Expenses$51,390$5,278$0$56,668
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Historic Trinty Luthern ChurchDetroit, MI-The Grant Is to Be Used for General Support of the Activities of the Historic Trinty Lutheran Church$51,390
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
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

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“This is a trust used to preserve and grow the assets set aside in trust for the financial support of the trinity lutheran church. The trustee reviews the investments and has discussion with church officials ar required under the trust document.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“This trust is used to preserve and grow the assets set aside in trust for the financial support of the trinity lutheran church. The trustee reviews the investments and has discussion with church officials as required under the trust document. There are no sub committees for this trust.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“The trustee is instructed in the governing document to have prepared file all tax returns. The trustee reviews the returns prior to filing”

Form 990, Page 6, Part VI, Line 19

“Trustee has copies available for public inspection upon request.”

Filing and Contact Details

Filer

Filer Name
Historic Trinity Endowment Trust
EIN
38-6476953
Phone
3132227092
Address
PO BOX 75000, DETROIT, MI 48275-7874

Signing Officer

Name
Sandra Miller
Title
Vice President
Phone
3132227092
Signed
2017-07-24

Organization Details

Principal Officer
Matthew Wasmund
Formed
1985
Legal Domicile
Mi
Voting Board Members
11
Independent Board Members
11
Employees
0

Preparer

Firm
Kpmg Llp
Address
2020 N CENTRAL AVE STE 700, PHOENIX, AZ 85004
Preparer
Christopher L Gillam
Phone
8558073423
Raw XML Appendix356 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/AccountsReceivableGrp/BOYAmt01107
IRS990/AccountsReceivableGrp/EOYAmt03620
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO DISTRIBUTE NET INCOME AS REQUESTED TO THE TRINITY LUTHERAN CHURCH FOR THE PURPOSE FOR WHICH THIS FUND WASESTABLISHED.
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0COMERICA BANK
IRS990/BooksInCareOfDetail/PhoneNum03132227092
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0411 W LAFAYETTE
IRS990/BooksInCareOfDetail/USAddress/CityNm0DETROIT
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd048226
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt05278
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt05278
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt051390
IRS990/CYInvestmentIncomeAmt020279
IRS990/CYOtherExpensesAmt00
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-36389
IRS990/CYSalariesCompEmpBnftPaidAmt05278
IRS990/CYTotalExpensesAmt056668
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt020279
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0TO DISTRIBUTE NET INCOME AS REQUESTED TO THE TRINITY LUTHERAN CHURCH FOR THE SUPPORT AND ADDITIONAL NEEDS AS STATED IN THE GOVERNING DOCUMENT.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt051390
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.0
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0COMERICA BANK
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0ROBERT BENDER
IRS990/Form990PartVIISectionAGrp/PersonNm1DOUGLAS DOSSIN
IRS990/Form990PartVIISectionAGrp/PersonNm2DAVID EBERHARD
IRS990/Form990PartVIISectionAGrp/PersonNm3GARY MAROWSKE
IRS990/Form990PartVIISectionAGrp/PersonNm4TIMOTHY SCHLEY
IRS990/Form990PartVIISectionAGrp/PersonNm5RICHARD CAROLAN
IRS990/Form990PartVIISectionAGrp/PersonNm6MICHAEL PAGE
IRS990/Form990PartVIISectionAGrp/PersonNm7WILLIAM VOLLMERT
IRS990/Form990PartVIISectionAGrp/PersonNm8SUZANNE KROMATH
IRS990/Form990PartVIISectionAGrp/PersonNm9GERALD BARKER
IRS990/Form990PartVIISectionAGrp/PersonNm10JERRIS ROSENTHAL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt115278
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0ENDOWMENT COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1ENDOWMENT COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2ENDOWMENT COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3ENDOWMENT COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4ENDOWMENT COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6ENDOWNMENT COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt9TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt10ENDOWNMENT COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01985
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt04270
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt051390
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt051390
IRS990/GrantsToDomesticOrgsGrp/TotalAmt051390
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt061507
IRS990/GrossReceiptsAmt077516
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt011
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt016009
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt016009
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0600881
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0561974
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt057237
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0TO DISTRIBUTE NET INCOME AS REQUESTED TO THE TRINITY LUTHERAN CHURCH FOR THE PURPOSE FOR WHICH THIS FUND WASESTABLISHED.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0606204
IRS990/NetAssetsOrFundBalancesEOYAmt0569815
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt04270
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0MATTHEW WASMUND
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt06555
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt08660
IRS990/PYInvestmentIncomeAmt0217034
IRS990/PYOtherExpensesAmt053
IRS990/PYRevenuesLessExpensesAmt0209334
IRS990/PYSalariesCompEmpBnftPaidAmt05542
IRS990/PYTotalExpensesAmt014255
IRS990/PYTotalRevenueAmt0223589
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-36389
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0606204
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0569815
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04216
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04221
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
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/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0381381297
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt051390
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0HISTORIC TRINTY LUTHERAN
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt051390
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt051390
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0THE GRANT IS TO BE USED FOR GENERAL SUPPORT OF THE ACTIVITIES OF THE HISTORIC TRINTY LUTHERAN CHURCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0HISTORIC TRINTY LUTHERN CHURCH
IRS990ScheduleI/RecipientTable/RecipientEIN0381381297
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01345 GRATIOT
IRS990ScheduleI/RecipientTable/USAddress/CityNm0DETROIT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd048207
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE MEMBERS OF THE ENDOWMENT COMMITTEE ARE MEMBERS OF THE HISTORICTRINITY LUTHERAN CHURCH. THE RESPONSIBILITY OF THE ENDOWMENTCOMMITTEE IS TO REVIEW THE CASH RECEIPTS AND CASH DISBURSEMENTSFOR THE CHURCH.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THIS IS A TRUST USED TO PRESERVE AND GROW THE ASSETS SET ASIDE IN TRUST FOR THE FINANCIAL SUPPORT OF THE TRINITY LUTHERAN CHURCH. THE TRUSTEE REVIEWS THE INVESTMENTS AND HAS DISCUSSION WITH CHURCH OFFICIALS AR REQUIRED UNDER THE TRUST DOCUMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THIS TRUST IS USED TO PRESERVE AND GROW THE ASSETS SET ASIDE IN TRUST FOR THE FINANCIAL SUPPORT OF THE TRINITY LUTHERAN CHURCH. THE TRUSTEE REVIEWS THE INVESTMENTS AND HAS DISCUSSION WITH CHURCH OFFICIALS AS REQUIRED UNDER THE TRUST DOCUMENT. THERE ARE NO SUB COMMITTEES FOR THIS TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUSTEE IS INSTRUCTED IN THE GOVERNING DOCUMENT TO HAVE PREPARED FILE ALL TAX RETURNS. THE TRUSTEE REVIEWS THE RETURNS PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRUSTEE HAS COPIES AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MI
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0606204
IRS990/TotalAssetsEOYAmt0569815
IRS990/TotalAssetsGrp/BOYAmt0606204
IRS990/TotalAssetsGrp/EOYAmt0569815
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05278
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt051390
IRS990/TotalFunctionalExpensesGrp/TotalAmt056668
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0606204
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0569815
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt051390
IRS990/TotalReportableCompFromOrgAmt05278
IRS990/TotalRevenueGrp/ExclusionAmt016009
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt020279
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0606204
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0569815
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0411 W LAFAYETTE 4TH FLOOR
IRS990/USAddress/CityNm0DETROIT
IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd0482753462
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SANDRA MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03132227092
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HISTORIC TRINITY ENDOWMENT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0TRIN
ReturnHeader/Filer/EIN0386476953
ReturnHeader/Filer/PhoneNum03132227092
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 75000
ReturnHeader/Filer/USAddress/CityNm0DETROIT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd0482757874
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00524896292E5F3363E48A0AEDB91A8CBEE629D9B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId046EE6969F8C159225F99980CF19F5BA891A70806
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.207.253.96
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0135565207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KPMG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02020 N CENTRAL AVE STE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085004
ReturnHeader/PreparerPersonGrp/PhoneNum08558073423
ReturnHeader/PreparerPersonGrp/PreparationDt02017-07-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER L GILLAM
ReturnHeader/ReturnTs02017-07-24T19:00:14-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$569,815
Liabilities
$0
Net assets
$569,815
Revenue
$20,279
Expenses
$56,668
Net income
-$36,389
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$0.76$7.15$6.39
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.39$0.00$6.39$0.45$0.06$0.39
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.00$0.00$6.00$0.35$0.05$0.30
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.71$0.00$5.71$0.47$1.06$0.59
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.28$0.00$6.28$0.28$0.06$0.22
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.07$0.00$6.07$0.42$0.05$0.37
2016Detailed filing. Detailed filing data is available for this year.$5.70$0.00$5.70$0.20$0.57$0.36
2015Summary only. Only limited summary data is available for this year.$6.06$0.00$6.06$2.24$0.14$2.09
2014Summary only. Only limited summary data is available for this year.$4.00$0.00$4.00$0.10$0.06$0.04
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.96$0.00$3.96$0.18$0.31$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.09$0.00$4.09$0.05
2011Summary only. Only limited summary data is available for this year.$3.97$0.00$3.97$0.15$0.15$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.97$0.00$3.97$0.04