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Holy Trinity Endowment Tr FY2024 filing

Tax-deductible

Concord, NH501(c)(3)Education EIN 02-0458013Revenue $255K in FY2024Latest return filed Jul 23, 2025

On file with the IRSConcord, NHTax-exempt since Jul 1993Supporting organization — 509(a)(3)

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To raise funds to provide support for the operation of Holy Trinity Catholic School of Laconia, NH. The school is an elementary (K-8) school.

Form 990 Part I, line 1, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 02-0458013) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
71¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $56K a year · 40% of revenue · last 5 filings
A surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
71%
of spending
71% of spending went to programs.
Pt IX · Ln 25 · col B
Cash reserves
22.0 mo
of spending, in cash
Plus $1.2M in investments, Pt X · Ln 11–13
22.0 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $105K
1 funder names it on their filings.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Liabilities are 0% of assets.
Pt X · Ln 26
In line with peersDifferent from peersFar from peersNo peer rangeNo data yetTap a box for the reason.
Revenue
$255K
+126% vs prior year
Spent
$99K
To programs
71%
Net assets
$1.3M
By yearFY2021–FY2025
Revenue
$255K
FY2024▲ +126%
Tap a bar for its year
Revenue by fiscal year
FY2021$117K
FY2022$115K
FY2023$113K
FY2024$255K
FY2025$94K
Expenses
$99K
FY2024▼ -14%
Tap a bar for its year
Expenses by fiscal year
FY2021$102K
FY2022$86K
FY2023$115K
FY2024$99K
FY2025$12K
Net assets
$1.3M
FY2024▲ +26%
Tap a bar for its year
Net assets by fiscal year
FY2021$1.2M
FY2022$1.1M
FY2023$1.1M
FY2024$1.3M
FY2025$1.5M

From the FY2024 Form 990 (year ending May 2024) · see the original

Give Follow Claim
You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jul 1993.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

71 cents of each dollar spent went to programs.

Program services 71% · $70K Management & general 7% · $7K Fundraising 22% · $22K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

13 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Frank Tilton
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Holy Trinity Endowment Tr executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Funds Catholic elementary school operations and support.

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1 program · in their own filed words · FY2023
01

Grants to holy trinity catholic school of laconia.

Form 990 Part III, line 4, FY2023. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 02-0458013) · Dispute this line
Pt IX · Ln 25 · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2023
New Hampshire Charitable FoundationFY2023$105K
Total grants receivedfrom 1 funder$105K

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$255K
Ln 12
Gifts and grantsLn 1h$212K
Investment incomeLn 3$29K
Other incomeLn 4–11$14K
Money outPt IX
$99K
Ln 25
Programscol B$70K
Managementcol C$7K
Fundraisingcol D$22K
Owns and owesPt X
$1.3M
net assets · Ln 32
Cash and savingsLn 1–2$182K
Total assetsLn 16$1.3M
LiabilitiesLn 26$0
PeoplePt VI, VII
13
listed · VII A
PaidVII A0
Voting boardVI 1a0
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$212K
Investment incomeLn 3$29K
Other incomeLn 4–11$14K
Gains on assetsLn 7$14K
Total revenueLn 12$255K
Assets in detailPt X, end of year
SavingsLn 2$182K
Cash and savings togetherLn 1–2$182K
InvestmentsLn 11–13$1.2M
Total assetsLn 16$1.3M
LiabilitiesLn 26$0
Net assetsLn 32$1.3M
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderMay
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$92K$182K
InvestmentsLn 11–13$965K$1.2M
Total assetsLn 16$1.1M$1.3M
LiabilitiesLn 26$0$0
Net assetsLn 32$1.1M$1.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$70K$70K
Pay of officers and key staff (Part IX, line 5)Ln 5$6K$6K
Accounting feesLn 11c$485$485
Advertising and promotionLn 12$390$390
All other expensesLn 24e$22K$75$22K
Total functional expensesLn 25$99K$70K$7K$22K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Jul 23, 2025 $94K$12K$81K$1.5M 990 PDF
FY2024 ViewingFiled with the IRS Apr 30, 2025 $255K$99K$156K$1.3M 990 PDF
FY2023Filed with the IRS Nov 14, 2023 $113K$115K−$2K$1.1M 990 PDF
FY2022Filed with the IRS Apr 5, 2023 $115K$86K$29K$1.1M 990 PDF
FY2021Filed with the IRS Mar 10, 2022 $117K$102K$16K$1.2M 990 PDF

Schedules filed Part IV

A · Public support I · Grants O · Explanations
See the full FY2024 990
Part I · Summary $254,868 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $70,735$211,748
I-9 Program service revenue$0
I-10 Investment incomePrior year $42,156$43,120
I-11 Other revenue$0
I-12 Total revenuePrior year $112,891$254,868
I-13 Grants and similar amounts paidPrior year $100,000$70,000
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $7,017$6,451
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $7,931$22,551
I-18 Total expensesPrior year $114,948$99,002
I-19 Revenue less expensesPrior year −$2,057$155,866
Part VI · Governance 3 to look at
VI-1a Voting members of the governing body0
VI-1b Independent voting members0
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $254,868 across 5 lines filed
VIII-1f All other contributions, gifts and grants$211,748
VIII-1h Total contributions, gifts and grants$211,748
VIII-3 Investment incomeExcluded from tax $29,295$29,295
VIII-7 Net gain or loss on sales of assetsRelated to mission $13,825$13,825
VIII-12 Total revenueRelated to mission $13,825 · Excluded from tax $29,295$254,868
Part IX · Statement of functional expenses $99,002 across 5 lines filed
IX-1 Grants to domestic organizationsPrograms $70,000$70,000
IX-5 Pay of officers and key staff (Part IX, line 5)Management $6,451$6,451
IX-11c Accounting feesManagement $485$485
IX-12 Advertising and promotionPrograms $390$390
IX-24e All other expensesManagement $75 · Fundraising $21,601$21,676
IX-25 Total functional expensesPrograms $70,390 · Management $7,011 · Fundraising $21,601$99,002
Part X · Balance sheet $1,336,686 assets, 7 lines filed
X-2 Savings and temporary cash investmentsStart of year $92,493$181,754
X-11 Publicly traded securitiesStart of year $965,468$1,154,932
X-16 Total assetsStart of year $1,057,961$1,336,686
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $1,057,961$1,336,686
X-32 Total net assets or fund balancesStart of year $1,057,961$1,336,686
X-33 Total liabilities and net assetsStart of year $1,057,961$1,336,686
Part XI · Reconciliation of net assets $1,336,686 net assets at year end
XI-1 Total revenue$254,868
XI-2 Total expenses$99,002
XI-3 Revenue less expenses$155,866
XI-4 Net assets at start of year$1,057,961
XI-5 Net unrealized gains (losses) on investments$122,859
XI-10 Net assets at end of year$1,336,686

Form 990 e-file FY2024 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File

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