Civic Intelligence

Nickolaou Constandinos Sarris Charitable Trust

EIN 47-6246086 • 501(c)3 • Birmingham, AL

Profile

Scholarship assistance program

307 19th Street SouthBirmingham, AL 35233

www.holytrinity-holycross.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

13th percentile

-59%

Higher net margin than 13% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

47th percentile

-3.7%

Faster asset growth than 47% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

57th percentile

3.0%

Faster revenue growth than 57% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$392,385

Down $15,089 (-3.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$392,385

Down $15,089 (-3.7%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin13th percentile

Revenue

Up

$25,425

Up $745 (+3.0%) from 2023

Expenses

Up

$40,458

Up $4,682 (+13%) from 2023

Net Income

Down

-$15,033

Down $3,937 (-35%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $341,143Liabilities 2011: $02011Assets 2012: $319,327Liabilities 2012: $0Net Assets 2012: $319,3272012Assets 2013: $303,994Liabilities 2013: $0Net Assets 2013: $303,9942013Assets 2014: $303,730Liabilities 2014: $0Net Assets 2014: $303,7302014Assets 2015: $306,838Liabilities 2015: $0Net Assets 2015: $306,8382015Assets 2016: $298,937Liabilities 2016: $0Net Assets 2016: $298,9372016Assets 2017: $287,578Liabilities 2017: $0Net Assets 2017: $287,5782017Assets 2018: $273,143Liabilities 2018: $0Net Assets 2018: $273,1432018Assets 2019: $261,683Liabilities 2019: $0Net Assets 2019: $261,6832019Assets 2020: $248,481Liabilities 2020: $0Net Assets 2020: $248,4812020Assets 2021: $478,297Liabilities 2021: $0Net Assets 2021: $478,2972021Assets 2022: $418,474Liabilities 2022: $0Net Assets 2022: $418,4742022Assets 2023: $407,474Liabilities 2023: $0Net Assets 2023: $407,4742023Assets 2024: $392,385Liabilities 2024: $0Net Assets 2024: $392,3852024

Highlighted filing

2024

Assets$392,385
Liabilities$0
Net Assets$392,385
Open 2024 Filing

Operations Trend

Revenue Growth57th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $41,888Expenses 2011: $27,725Net Income 2011: $14,1632011Revenue 2012: $17,909Expenses 2012: $39,725Net Income 2012: -$21,8162012Revenue 2013: $27,892Expenses 2013: $43,225Net Income 2013: -$15,3332013Revenue 2014: $25,837Expenses 2014: $26,101Net Income 2014: -$2642014Revenue 2015: $21,208Expenses 2015: $18,100Net Income 2015: $3,1082015Revenue 2016: $41,199Expenses 2016: $49,100Net Income 2016: -$7,9012016Revenue 2017: $35,741Expenses 2017: $47,100Net Income 2017: -$11,3592017Revenue 2018: $21,665Expenses 2018: $36,100Net Income 2018: -$14,4352018Revenue 2019: $39,640Expenses 2019: $51,100Net Income 2019: -$11,4602019Revenue 2020: $45,398Expenses 2020: $58,600Net Income 2020: -$13,2022020Revenue 2021: $290,139Expenses 2021: $60,323Net Income 2021: $229,8162021Revenue 2022: -$17,019Expenses 2022: $42,697Net Income 2022: -$59,7162022Revenue 2023: $24,680Expenses 2023: $35,776Net Income 2023: -$11,0962023Revenue 2024: $25,425Expenses 2024: $40,458Net Income 2024: -$15,0332024

Highlighted filing

2024

Revenue$25,425
Expenses$40,458
Net Income-$15,033
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$392,385
Liabilities
$0
Net assets
$392,385
Revenue
$25,425
Expenses
$40,458
Net income
-$15,033
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.92$0.00$3.92$0.25$0.40$0.15
2023Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.25$0.36$0.11
2022Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$0.17$0.43$0.60
2021Detailed filing. Detailed filing data is available for this year.$4.78$0.00$4.78$2.90$0.60$2.30
2020Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.45$0.59$0.13
2019Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.40$0.51$0.11
2018Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.22$0.36$0.14
2017Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.36$0.47$0.11
2016Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.41$0.49$0.08
2015Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.21$0.18$0.03
2014Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.26$0.26$0.00
2013Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.28$0.43$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.19$0.00$3.19$0.18$0.40$0.22
2011Summary only. Only limited summary data is available for this year.$3.41$0.00$0.42$0.28$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 9, 2025
Return Version
2024v5.2
Gross Receipts
$110,909
Mission and Program Overview

Mission

Scholarship assistance program

Scholarship assistance for members of holy trinity-holy cross greek orthodox cathedral in birmingham, al who matriculate at the university of alabama- tuscaloosa, al

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$407,474$392,385▼ $15,089
Investments in Publicly Traded Securities$377,258$360,935▼ $16,323
Cash and Non-Interest-Bearing Accounts$30,216$31,450▲ $1,234
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$407,474$392,385▼ $15,089
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$407,474$392,385▼ $15,089
Total Liabilities and Net Assets / Fund Balance$407,474$392,385▼ $15,089

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$407,478-▲ $25,448-$389,446
2023$418,581-▲ $24,673-$407,478
2022$478,297-▼ $17,048-$418,581
2021$248,481-▲ $290,138-$478,297
2020$261,683-▲ $45,398-$248,481
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Joshua S EdwardsAdvisory Committee
Tom S Constantine IiiAdvisory Committee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$25,425
Other Revenue
$0
Change in Net Assets
$-15,033
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$31,000
Other Expenses$9,458
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$31,000--$31,000
Fees for Service Investment Mgmnt Fees-$4,878-$4,878
Fees for Services Accounting-$4,350-$4,350
Fees for Services Other-$230-$230
Total Functional Expenses$31,000$9,458$0$40,458
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 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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The governing body was supplied a copy of 990 for review before the tax return was filed.”

Form 990, Part VI, Section C, Line 19

“Upon request during normal business hours the governing documents, conflict of interest policy, and copy of financial statements are available to the public.”

Filing and Contact Details

Filer

Filer Name
Nickolaou Constandinos Sarris Charitable
EIN
47-6246086
Phone
2057163080
Address
307 19TH STREET SOUTH, BIRMINGHAM, AL 35233

Signing Officer

Name
Joshua S Edwards
Title
Advisory Committee
Phone
2057163080
Signed
2025-09-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joshua S Edwards
Formed
2003
Legal Domicile
Al
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Firm
Huner & Cyr Pc
Address
100 WILLIAMSBURG OFC PARK STE 200, VESTAVIA HILLS, AL 35216-3686
Preparer
Scott C Huner CPA
Phone
2058237723
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“Granting of scholarships at the university of alabama”

Raw XML Appendix332 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/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SCHOLARSHIP ASSISTANCE FOR MEMBERS OF HOLY TRINITY-HOLY CROSS GREEK ORTHODOX CATHEDRAL IN BIRMINGHAM, AL WHO MATRICULATE AT THE UNIVERSITY OF ALABAMA- TUSCALOOSA, AL
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JOSHUA S EDWARDS
IRS990/BooksInCareOfDetail/PhoneNum02057163080
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0307 19TH STREET SOUTH
IRS990/BooksInCareOfDetail/USAddress/CityNm0BIRMINGHAM
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd035233
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt030216
IRS990/CashNonInterestBearingGrp/EOYAmt031450
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt031000
IRS990/CYInvestmentIncomeAmt025425
IRS990/CYOtherExpensesAmt09458
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-15033
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt040458
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt025425
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0SCHOLARSHIP ASSISTANCE FOR MEMBERS OF HOLY TRINITY-HOLY CROSS GREEK ORTHODOX CATHEDRAL IN BIRMINGHAM, AL WHO MATRICULATE AT THE UNIVERSITY OF ALABAMA IN TUSCALOOSA, AL
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt031000
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04350
IRS990/FeesForServicesAccountingGrp/TotalAmt04350
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0230
IRS990/FeesForServicesOtherGrp/TotalAmt0230
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt04878
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt04878
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0JOSHUA S EDWARDS
IRS990/Form990PartVIISectionAGrp/PersonNm1TOM S CONSTANTINE III
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0ADVISORY COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1ADVISORY COMMITTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt016476
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantAmt031000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt031000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt031000
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0101960
IRS990/GrossReceiptsAmt0110909
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt08949
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt08949
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0377258
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0360935
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0AL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt085484
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SAME AS ITEM 1 PART 1SCHOLARSHIP ASSISTANCE FOR MEMBERS OF HOLY TRINITY-HOLY CROSS GREEK ORTHODOX CATHEDRAL IN BIRMINGHAM, AL WHO MATRICULATE AT THE UNIVERSITY OF ALABAMA- TUSCALOOSA, AL
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0407474
IRS990/NetAssetsOrFundBalancesEOYAmt0392385
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt016476
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt016476
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JOSHUA S EDWARDS
IRS990/PriorPeriodAdjustmentsAmt0-56
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt05000
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt031000
IRS990/PYInvestmentIncomeAmt019680
IRS990/PYOtherExpensesAmt04776
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-11096
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt035776
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt024680
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-15033
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0407474
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0392385
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION'S TRUST AGREEMENT RESTRICTS THE SCOPE OF THE ENTITY'S COORDINATION WITH THE UNIVERSITY OF ALABAMA TO THE PROVISIONS OF SCHOLARSHIPS ONLY. THE TRUSTEES COMMUNICATE WITH THE UNIVERISTY OF ALABAMA IN TUSCALOOSA ON A SEMI-ANNUAL BASIS REGARDING SCHOLARSHIP AWARDS AND PROGRESS OF SCHOLARSHIP RECIPENTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ORGANIZATION PROVIDES THE UNIVERSITY OF ALABAMA COPIES OF IT'S INVESTMENT POLICIES AND ASSET ALLOCATION FOR COMMENT ON AT LEAST AN ANNUAL BASIS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2DURING THE YEAR,THE ORGANIZATION'S SOLE ACTIVITY WAS PROVIDING ACADEMIC SCHOLARSHIPS EXCLUSIVELY TO STUDENTS ATTENDING THE UNIVERSITY OF ALABAMA AT TUSCALOOSA. THIS ACTIVITY DIRECTLY FURTHERED THE UNIVERSITY'S EXEMPT PURPOSE OF EDUCATION AND WAS RESPONSIVE TO THE UNIVERSITY'S GOALS OF EXPANDING ACCESS TO EDUCATION FOR STUDENTS IN NEED OF FINANCIAL SUPPORT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3THE ORGANIZATION'S ACTIVITY OF PROVIDING ACADEMIC SCHOLARSHIPS TO THE UNIVERSITY OF ALABAMA AT TUSCALOOSA DIRECTLY ASSISTED AND SUPPORTED THE UNIVERSITY IN IT'S NORMAL EDUCATIONAL INSTITUTION ACTIVITY OF PROVIDING SCHOLARSHIPS TO STUDENTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PAGE 5, SECTION D, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCHEDULE A, PAGE 5, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2FORM 990 PART E, QUESTION 2(A)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3FORM 990 PART E, QUESTION 2(B)
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0636001138
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd05
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt031000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0UNIVERSITY OF ALABAMA
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt031000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt09480
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0407478
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0389446
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt031000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt025448
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt04776
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0418581
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0407478
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt031000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt024673
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt08197
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0478297
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0418581
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt034500
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-17048
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt05322
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0248481
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0478297
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt055000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0290138
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt01100
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0261683
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0248481
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt057500
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt045398
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0GRANTING OF SCHOLARSHIPS AT THE UNIVERSITY OF ALABAMA
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt031000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0EDUCATIONAL SCHOLARSHIPS - LIST ON FILE AT ORGANIZATION
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt08
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIP RECIPIENTS MUST ATTEND THE UNIVERSITY OF ALABAMA AT TUSCALOOSA. SCHOLARSHIP FUNDS ARE DISBURSED DIRECTLY TO THE UNIVERSITY OF ALABAMA AFTER CONFIRMATION OF ENROLLMENT.THESE FUNDS ARE RESTRICTED TO TUITION AND MANDATORY FEES.CONTINUED ENROLLMENT IS A REQUIREMENT FOR ADDITIONAL SCHOLARSHIP AWARDS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE GOVERNING BODY WAS SUPPLIED A COPY OF 990 FOR REVIEW BEFORE THE TAX RETURN WAS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST DURING NORMAL BUSINESS HOURS THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND COPY OF FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0AL
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0407474
IRS990/TotalAssetsEOYAmt0392385
IRS990/TotalAssetsGrp/BOYAmt0407474
IRS990/TotalAssetsGrp/EOYAmt0392385
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09458
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt031000
IRS990/TotalFunctionalExpensesGrp/TotalAmt040458
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0407474
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0392385
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt031000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt025425
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt025425
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0407474
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0392385
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0307 19TH STREET S
IRS990/USAddress/CityNm0BIRMINGHAM
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd035233
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0WWW.HOLYTRINITY-HOLYCROSS.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSHUA S EDWARDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADVISORY COMMITTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02057163080
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NICKOLAOU CONSTANDINOS SARRIS CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST
ReturnHeader/Filer/BusinessNameControlTxt0NICK
ReturnHeader/Filer/EIN0476246086
ReturnHeader/Filer/PhoneNum02057163080
ReturnHeader/Filer/USAddress/AddressLine1Txt0307 19TH STREET SOUTH
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035233
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0631238286
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HUNER & CYR PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 WILLIAMSBURG OFC PARK STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VESTAVIA HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0352163686
ReturnHeader/PreparerPersonGrp/PhoneNum02058237723
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT C HUNER CPA
ReturnHeader/ReturnTs02025-09-24T12:47:46-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.