Civic Intelligence

Grace & Holy Trinity Church Endowment Fund

990 • Fiscal year 2017 • EIN 54-0524502

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 13, 2018

Organization ProfileN/A
8 North Laurel StreetRichmond, VA 23220

(804) 780-2000

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.08x

Higher debt load relative to assets than 33% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

87th percentile

1.79x

Higher debt load relative to revenue than 87% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

40th percentile

0.7%

Higher net margin than 40% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

73rd percentile

12%

Faster asset growth than 73% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

83rd percentile

34%

Faster revenue growth than 83% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$10,239,677

Up $1,103,341 (+12%) from 2016

Net Assets

Up

$9,388,887

Up $994,008 (+12%) from 2016

Liabilities

Up

$850,790

Up $109,333 (+15%) from 2016

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin40th percentile

Revenue

Up

$476,313

Up $121,869 (+34%) from 2016

Expenses

Down

$472,878

Down $119,258 (-20%) from 2016

Net Income

Up

$3,435

Up $241,127 (+101%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $5,906,014Liabilities 2010: $346,957Net Assets 2010: $5,559,0572010Assets 2011: $5,885,953Liabilities 2011: $348,164Net Assets 2011: $5,537,7892011Assets 2012: $5,953,747Liabilities 2012: $348,164Net Assets 2012: $5,605,5832012Assets 2013: $9,593,044Liabilities 2013: $1,575,993Net Assets 2013: $8,017,0512013Assets 2014: $8,611,122Liabilities 2014: $471,368Net Assets 2014: $8,139,7542014Assets 2015: $8,901,237Liabilities 2015: $608,107Net Assets 2015: $8,293,1302015Assets 2016: $9,136,336Liabilities 2016: $741,457Net Assets 2016: $8,394,8792016Assets 2017: $10,239,677Liabilities 2017: $850,790Net Assets 2017: $9,388,8872017Assets 2018: $11,434,089Liabilities 2018: $2,466,689Net Assets 2018: $8,967,4002018Assets 2019: $14,099,374Liabilities 2019: $3,026,363Net Assets 2019: $11,073,0112019Assets 2020: $15,618,638Liabilities 2020: $3,268,830Net Assets 2020: $12,349,8082020Assets 2021: $17,491,223Liabilities 2021: $3,701,994Net Assets 2021: $13,789,2292021Assets 2022: $13,838,627Liabilities 2022: $2,890,255Net Assets 2022: $10,948,3722022Assets 2023: $15,119,176Liabilities 2023: $3,158,360Net Assets 2023: $11,960,8162023Assets 2024: $15,892,651Liabilities 2024: $3,289,753Net Assets 2024: $12,602,8982024

Highlighted filing

2017

Assets$10,239,677
Liabilities$850,790
Net Assets$9,388,887
Open 2017 Filing

Operations Trend

Revenue Growth83rd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2010: $213,958Expenses 2010: $305,843Net Income 2010: -$91,8852010Revenue 2011: $266,754Expenses 2011: $288,022Net Income 2011: -$21,2682011Revenue 2012: $445,857Expenses 2012: $378,063Net Income 2012: $67,7942012Revenue 2013: $962,914Expenses 2013: $483,029Net Income 2013: $479,8852013Revenue 2014: $818,693Expenses 2014: $695,990Net Income 2014: $122,7032014Revenue 2015: $1,155,758Expenses 2015: $478,672Net Income 2015: $677,0862015Revenue 2016: $354,444Expenses 2016: $592,136Net Income 2016: -$237,6922016Revenue 2017: $476,313Expenses 2017: $472,878Net Income 2017: $3,4352017Revenue 2018: $854,800Expenses 2018: $433,564Net Income 2018: $421,2362018Revenue 2019: $806,243Expenses 2019: $485,791Net Income 2019: $320,4522019Revenue 2020: $1,111,946Expenses 2020: $537,750Net Income 2020: $574,1962020Revenue 2021: $1,015,539Expenses 2021: $644,876Net Income 2021: $370,6632021Revenue 2022: $1,491,437Expenses 2022: $506,660Net Income 2022: $984,7772022Revenue 2023: $1,071,601Expenses 2023: $617,376Net Income 2023: $454,2252023Revenue 2024: $967,949Expenses 2024: $747,239Net Income 2024: $220,7102024

Highlighted filing

2017

Revenue$476,313
Expenses$472,878
Net Income$3,435
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.3
Gross Receipts
$1,596,572
Mission and Program Overview

Mission

To provide needed support to the grace and holy trinity church

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$8,973,438$10,139,843▲ $1,166,405
Cap Stk Tr Prin Current Funds$8,394,879$9,388,887▲ $994,008
Cash and Non-Interest-Bearing Accounts$162,898$99,834▼ $63,064
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$9,136,336$10,239,677▲ $1,103,341
Liabilities
Other Liabilities$741,457$850,790▲ $109,333
Total Liabilities$741,457$850,790▲ $109,333
Net Assets / Fund Balance
Total Net Assets Fund Balance$8,394,879$9,388,887▲ $994,008
Total Liabilities and Net Assets / Fund Balance$9,136,336$10,239,677▲ $1,103,341

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$2,121,410--
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
Carl F BlackwellPresident & Exec. Comm
Sara Jo WilliamsVice President & Exec. COM
E Trigg Brown JrTrustee
Elizabeth D SeamanTrustee
George J McveyTrustee
Nelson D LankfordTrustee
W Taylor BensonTrustee
Dr C M Kinloch NelsonExecutive Committee Member
Fielding L Williams JrExecutive Committee Member
William R Derry JrSecretary/treasurer & Exec
Revenue and Support

Revenue Composition

Contributions and Grants
$57,650
Program Service Revenue
$0
Investment Income
$418,663
Other Revenue
$0
All Other Contributions
$57,650
Change in Net Assets
$3,435
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$425,391
Other Expenses$47,487
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$425,391--$425,391
Fees for Services Accounting$7,629--$7,629
Other Expenses$2,351--$2,351
Total Functional Expenses$472,878$0$0$472,878
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Grace & Holy Trinity ChurchRichmond, VA501(c)(3)To Provide Needed Support to the Grace and Holy Trinity Church$425,391
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
Due to Grace & Holy Trinity Church$850,790
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, Part VI, Section B, Line 11B

“A copy of the 990 is made available for the board of trustees to review at any time. The secretary/treasurer reviews the return before filing.”

Form 990, Part VI, Section C, Line 19

“The grace & holy trinity church endowment fund makes its governing documents available upon request.”

Filing and Contact Details

Filer

Filer Name
Grace and Holy Trinity Endowment
EIN
54-0524502
Phone
8047802000
Address
8 NORTH LAUREL STREET, RICHMOND, VA 23220

Signing Officer

Name
William R Derry Jr
Title
Secretary/treasurer
Phone
8047802000
Signed
2018-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William R Derry Jr
Formed
1947
Legal Domicile
Va
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
0

Preparer

Firm
Keiterstephenshurstgary & Shreavespc
Address
4401 DOMINION BLVD, GLEN ALLEN, VA 23060
Preparer
Jayme Mika
Phone
8047470000
Raw XML Appendix384 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/ActivityOrMissionDesc0TO PROVIDE NEEDED SUPPORT TO THE GRACE AND HOLY TRINITY CHURCH
IRS990/AddressChangeInd0X
IRS990/AllOtherContributionsAmt057650
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DAVENPORT & CO
IRS990/BooksInCareOfDetail/PhoneNum08047802000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 86578
IRS990/BooksInCareOfDetail/USAddress/CityNm0RICHMOND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd023285
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt08394879
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt09388887
IRS990/CashNonInterestBearingGrp/BOYAmt0162898
IRS990/CashNonInterestBearingGrp/EOYAmt099834
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt057650
IRS990/CYGrantsAndSimilarPaidAmt0425391
IRS990/CYInvestmentIncomeAmt0418663
IRS990/CYOtherExpensesAmt047487
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt03435
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0472878
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0476313
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0CONTRIBUTIONS ARE MADE F/B/O GRACE & HOLY TRINITY CHURCH
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0472878
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt07629
IRS990/FeesForServicesAccountingGrp/TotalAmt07629
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
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/PersonNm0CARL F BLACKWELL
IRS990/Form990PartVIISectionAGrp/PersonNm1SARA JO WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm2WILLIAM R DERRY JR
IRS990/Form990PartVIISectionAGrp/PersonNm3DR C M KINLOCH NELSON
IRS990/Form990PartVIISectionAGrp/PersonNm4FIELDING L WILLIAMS JR
IRS990/Form990PartVIISectionAGrp/PersonNm5GEORGE J MCVEY
IRS990/Form990PartVIISectionAGrp/PersonNm6ELIZABETH D SEAMAN
IRS990/Form990PartVIISectionAGrp/PersonNm7W TAYLOR BENSON
IRS990/Form990PartVIISectionAGrp/PersonNm8E TRIGG BROWN JR
IRS990/Form990PartVIISectionAGrp/PersonNm9NELSON D LANKFORD
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/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/TitleTxt0PRESIDENT & EXEC. COMM
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT & EXEC. COM
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY/TREASURER & EXEC
IRS990/Form990PartVIISectionAGrp/TitleTxt3EXECUTIVE COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4EXECUTIVE COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01947
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0269217
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantAmt0425391
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0425391
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0425391
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01389476
IRS990/GrossReceiptsAmt01596572
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0149446
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0149446
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt08973438
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt010139843
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0VA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01120259
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE NEEDED SUPPORT TO THE GRACE AND HOLY TRINITY CHURCH
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt08394879
IRS990/NetAssetsOrFundBalancesEOYAmt09388887
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0269217
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0269217
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0990573
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0CUSTODIAN & MANAGEMENT
IRS990/OtherExpensesGrp/Desc1FOREIGN TAXES
IRS990/OtherExpensesGrp/ProgramServicesAmt037507
IRS990/OtherExpensesGrp/ProgramServicesAmt12351
IRS990/OtherExpensesGrp/TotalAmt037507
IRS990/OtherExpensesGrp/TotalAmt12351
IRS990/OtherLiabilitiesGrp/BOYAmt0741457
IRS990/OtherLiabilitiesGrp/EOYAmt0850790
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0WILLIAM R DERRY JR
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt032075
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0552616
IRS990/PYInvestmentIncomeAmt0322369
IRS990/PYOtherExpensesAmt039520
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-237692
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0592136
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0354444
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt03435
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
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/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE GRACE AND HOLY TRINITY ENDOWMENT FUND SUPPORTS THE GRACE AND HOLY TRINITY CHURCH WITH RESPECT TO DISCREET ITEMS REQUESTED BY THE CHURCH ON A QUARTERLY BASIS AND ANY ADDITIONAL UNANTICIPATED EXPENSES THROUGHOUT THE YEAR.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1GRACE AND HOLY TRINITY ENDOWMENT FUND MANAGES AND INVESTS FUNDS GIVEN BY DONORS FOR THE PURPOSE OF FUNDING OPERATING AND CAPITAL EXPENDITURES OF THE GRACE AND HOLY TRINITY CHURCH.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2IN MANY YEARS, ONE OR MORE OFFICERS OF THE CHURCH OR MEMBERS OF ITS FINANCE COMMITTEE ARE TRUSTEES OF THE GRACE AND HOLY TRINITY ENDOWMENT FUND WITH FAMILIARITY AS TO ITS FINANCIAL NEEDS. WHILE THIS IS NOT THE CASE AT THE PRESENT TIME, THERE IS AN APPROVED PROCEDURE, RECORDED IN THE ENDOWMENT FUND'S 12/4/14 MEETING MINUTES, WHEREBY THE CHURCH HAS BEEN TOLD TO EXPECT ANNUAL GIFTS FOR ITS GENERAL OPERATIONS FROM THE ENDOWMENT FUND EQUAL TO APPROXIMATELY 4% OF THE FAIR MARKET VALUE OF THE ENDOWMENT FUND'S UNRESTRICTED INVESTMENT ASSETS AS DETERMINED ON A THREE YEAR ROLLING AVERAGE BASIS AT JUNE 30 OF EACH OF THE LAST THREE YEARS. THE CHURCH AND ITS OFFICERS MAY ALSO ASK FROM TIME TO TIME FOR ADDITIONAL GIFTS FROM THE ENDOWMENT FUND FOR RENOVATIONS OR MAJOR REPAIRS TO CHURCH PROPERTY OR OTHER DISCRETE ONE TIME PROJECTS, WHICH GIFTS ARE USUALLY MADE IN THE AMOUNTS REQUESTED. THE CHURCH, IN TURN, IS EXPECTED TO MAKE SEMI-ANNUAL REPORTS TO THE TRUSTEES OF THE ENDOWMENT FUND AS TO HOW THESE MONETARY GIFTS WERE IN FACT EXPENDED.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0FORM 990, SCHEDULE A, SECTION E, LINE 2A:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1FORM 990, SCHEDULE A, SECTION E, LINE 2B:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2FORM 990, SCHEDULE A, SECTION D, LINE 2:
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0000000000
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0425391
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0GRACE & HOLY TRINITY CHURCH
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0425391
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0850790
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO GRACE & HOLY TRINITY CHURCH
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt08018433
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt12121410
IRS990ScheduleD/OtherSecuritiesGrp/Desc0EQUITY SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/Desc1MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt010139843
IRS990ScheduleD/TotalLiabilityAmt0850790
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0425391
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PROVIDE NEEDED SUPPORT TO THE GRACE AND HOLY TRINITY CHURCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0GRACE & HOLY TRINITY CHURCH
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt08 N LAUREL ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0RICHMOND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0VA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd023220
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE 990 IS MADE AVAILABLE FOR THE BOARD OF TRUSTEES TO REVIEW AT ANY TIME. THE SECRETARY/TREASURER REVIEWS THE RETURN BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GRACE & HOLY TRINITY CHURCH ENDOWMENT FUND MAKES ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST.
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/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt09136336
IRS990/TotalAssetsEOYAmt010239677
IRS990/TotalAssetsGrp/BOYAmt09136336
IRS990/TotalAssetsGrp/EOYAmt010239677
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt057650
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0472878
IRS990/TotalFunctionalExpensesGrp/TotalAmt0472878
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0741457
IRS990/TotalLiabilitiesEOYAmt0850790
IRS990/TotalLiabilitiesGrp/BOYAmt0741457
IRS990/TotalLiabilitiesGrp/EOYAmt0850790
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt08394879
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt09388887
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0472878
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0418663
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0476313
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt09136336
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt010239677
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt08 NORTH LAUREL STREET
IRS990/USAddress/CityNm0RICHMOND
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd023220
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM R DERRY JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08047802000
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GRACE AND HOLY TRINITY ENDOWMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0GRAC
ReturnHeader/Filer/EIN0540524502
ReturnHeader/Filer/PhoneNum08047802000
ReturnHeader/Filer/USAddress/AddressLine1Txt08 NORTH LAUREL STREET
ReturnHeader/Filer/USAddress/CityNm0RICHMOND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023220
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E4B39B9F492B872FC479296CD7F9EE903471917D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CF23F5A89D8CB65C8F06F2943DAD5F69F98E13D5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0104.129.194.95
ReturnHeader/FilingSecurityInformation/IPDt02018-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm011:49:25
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541631262
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KEITERSTEPHENSHURSTGARY & SHREAVESPC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04401 DOMINION BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLEN ALLEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023060
ReturnHeader/PreparerPersonGrp/PhoneNum08047470000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAYME MIKA
ReturnHeader/ReturnTs02018-11-14T07:53:23-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,239,677
Liabilities
$850,790
Net assets
$9,388,887
Revenue
$476,313
Expenses
$472,878
Net income
$3,435
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.9$3.29$12.6$0.97$0.75$0.22
2023Summary only. Only limited summary data is available for this year.$15.1$3.16$12.0$1.07$0.62$0.45
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.8$2.89$10.9$1.49$0.51$0.98
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.5$3.70$13.8$1.02$0.64$0.37
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.6$3.27$12.3$1.11$0.54$0.57
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.1$3.03$11.1$0.81$0.49$0.32
2018Summary only. Only limited summary data is available for this year.$11.4$2.47$8.97$0.85$0.43$0.42
2017Detailed filing. Detailed filing data is available for this year.$10.2$0.85$9.39$0.48$0.47$0.00
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.14$0.74$8.39$0.35$0.59$0.24
2015Detailed filing. Detailed filing data is available for this year.$8.90$0.61$8.29$1.16$0.48$0.68
2014Detailed filing. Detailed filing data is available for this year.$8.61$0.47$8.14$0.82$0.70$0.12
2013Detailed filing. Detailed filing data is available for this year.$9.59$1.58$8.02$0.96$0.48$0.48
2012Summary only. Only limited summary data is available for this year.$5.95$0.35$5.61$0.45$0.38$0.07
2011Summary only. Only limited summary data is available for this year.$5.89$0.35$5.54$0.27$0.29$0.02
2010Summary only. Only limited summary data is available for this year.$5.91$0.35$5.56$0.21$0.31$0.09
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • $10M-$25M nonprofits