Holy Trinity Episcopal Foundation INC

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To serve any benevolent, charitable, educational or missionary undertaking, institution or agency, fostered by the Episcopal diocese of florida, or the protestant Episcopal church of america, such purposes to be executed in the florida or the protestant Episcopal church of america. Missionary activities of Holy Trinity parish, the episopal diocese of florida or the protestant Episcopal church of america.

Form 990 Part I, line 1, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 23-7010230) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
36¢ 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
FY2024
latest Form 990
The latest return is for FY2024, 2 tax years back.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $248K a year · 41% of revenue · last 5 filings
A surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
36%
of spending
36% of spending went to programs.
Pt IX · Ln 25 · col B
27.7 mo
of spending, in cash
Plus $4.6M in investments, Pt X · Ln 11–13
27.7 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $160K
2 funders name it on their filings.
Funders’ Sch. I, 990-PF
Liabilities
$1.0M
17% of total assets
Liabilities are 17% of assets.
Pt X · Ln 26
Independent board members
8
of 8 voting members
8 of 8 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$519K
+331% vs prior year
Spent
$372K
To programs
36%
Net assets
$5.3M
By yearFY2020–FY2024
Revenue
$519K
FY2024▲ +331%
Tap a bar for its year
Revenue by fiscal year
FY2020$460K
FY2021$673K
FY2022$1.3M
FY2023$120K
FY2024$519K
Expenses
$372K
FY2024▼ -0.8%
Tap a bar for its year
Expenses by fiscal year
FY2020$245K
FY2021$332K
FY2022$470K
FY2023$375K
FY2024$372K
Net assets
$5.3M
FY2024▲ +10%
Tap a bar for its year
Net assets by fiscal year
FY2020$4.0M
FY2021$4.7M
FY2022$4.8M
FY2023$4.8M
FY2024$5.3M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Mar 1969.

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

Where the money goes

36 cents of each dollar spent went to programs.

Program services 36% · $135K Management & general 35% · $130K Fundraising 29% · $107K

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

8 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Holy Trinity Episcopal Foundation INC 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

Supports benevolent, charitable, educational, and missionary endeavors of the Episcopal Church in Florida.

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1 program · $135K · in their own filed words · FY2024
01

Donations to the holy trinity episcopal church of gainesville, florida and other parish supported charities; financial assistance to retired clergy of holy trinity parish and their spouse; education programs.

Form 990 Part III, line 4, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 23-7010230) · Dispute this line
$135Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 2 funders$160K
Grants paid · 5 grants · $869K · 2020–2024
Holy Trinity Episcopal ChurchFY2024$101,333
Holy Trinity Episcopal ChurchFY2023$214,325
Holy Trinity Episcopal ChurchFY2022$318,710
Holy Trinity Episcopal ChurchFY2021$163,374
Holy Trinity Episcopal ChurchFY2020$71,300

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$519K
Ln 12
Gifts and grantsLn 1h$244K
Investment incomeLn 3$206K
Other incomeLn 4–11$68K
Money outPt IX
$372K
Ln 25
Programscol B$135K
Managementcol C$130K
Fundraisingcol D$107K
Owns and owesPt X
$5.3M
net assets · Ln 32
Cash and savingsLn 1–2$859K
Total assetsLn 16$6.3M
LiabilitiesLn 26$1.0M
PeoplePt VI, VII
8
listed · VII A
PaidVII A0
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$244K
Fees for servicesLn 2g$200
Investment incomeLn 3$206K
Other incomeLn 4–11$68K
Gains on assetsLn 7$68K
Total revenueLn 12$519K
Assets in detailPt X, end of year
CashLn 1$140K
SavingsLn 2$720K
Cash and savings togetherLn 1–2$859K
Pledges and grants receivableLn 3$296K
Accounts receivableLn 4$369
Prepaid expenses and deferred chargesLn 9$7K
Land, buildings, equipmentLn 10c$540K
InvestmentsLn 11–13$4.6M
Other assetsLn 15$11K
Total assetsLn 16$6.3M
LiabilitiesLn 26$1.0M
Net assetsLn 32$5.3M
OperationsPt I, VI
EmployeesI 51
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
Investment feesPt IX, Sch D
Investment fees, as reportedPt IX 11f$36K
Share of the $4.4M endowmentSch D 1g0.81%
Typical, median of 2,202 orgs0.44%
EndowmentSch D · Pt V
LineFY24FY23FY22FY21FY20
End of yearLn 1g$4.4M$4.1M$3.8M$3.3M$2.7M
AddedLn 1b$31K$6K$983K$149K$50K
SpentLn 1d–1f$146K$98K$109K$71K$74K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$106K$859K
InvestmentsLn 11–13$4.8M$4.6M
Land, buildings, equipmentLn 10c$540K$540K
Total assetsLn 16$5.9M$6.3M
LiabilitiesLn 26$1.1M$1.0M
Net assetsLn 32$4.8M$5.3M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$105K$105K
Other salaries and wagesLn 7$7K$7K
Payroll taxesLn 10$549$549
Accounting feesLn 11c$53K$2K$50K
Professional fundraising feesLn 11e$107K$107K
Investment management feesLn 11f$36K$36K
Other fees for servicesLn 11g$13K$13K
Office expensesLn 13$10K$10K
OccupancyLn 16$1K$1K
InterestLn 20$28K$28K
Depreciation, depletion and amortizationLn 22$291$291
InsuranceLn 23$6K$6K
Other expenses (24a–d)Ln 24$7K$7K
Total functional expensesLn 25$372K$135K$130K$107K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest ViewingFiled with the IRS Nov 17, 2025 $519K$372K$147K$5.3M 990 PDF
FY2023Filed with the IRS Dec 17, 2024 $120K$375K−$255K$4.8M 990 PDF
FY2022Filed with the IRS Feb 12, 2024 $1.3M$470K$794K$4.8M 990 PDF
FY2021Filed with the IRS Nov 15, 2022 $673K$332K$341K$4.7M 990 PDF
FY2020Filed with the IRS Nov 12, 2021 $460K$245K$215K$4.0M 990 PDF

Schedules filed Part IV

A · Public support D · Assets and endowments I · Grants O · Explanations
See the full FY2024 990
Part I · Summary $518,710 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $319,870$243,944
I-9 Program service revenuePrior year $458$200
I-10 Investment incomePrior year −$200,090$274,566
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $120,238$518,710
I-13 Grants and similar amounts paidPrior year $218,162$104,525
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $6,022$7,293
I-16a Professional fundraising feesPrior year $0$106,963
I-17 Other expensesPrior year $150,637$153,008
I-18 Total expensesPrior year $374,821$371,789
I-19 Revenue less expensesPrior year −$254,583$146,921
Part VI · Governance 8 of 8 board members independent, 1 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
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
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $518,710 across 6 lines filed
VIII-1f All other contributions, gifts and grants$243,944
VIII-1h Total contributions, gifts and grants$243,944
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $200$200
VIII-3 Investment incomeUnrelated business $75 · Excluded from tax $206,052$206,127
VIII-7 Net gain or loss on sales of assetsExcluded from tax $68,439$68,439
VIII-12 Total revenueRelated to mission $200 · Unrelated business $75 · Excluded from tax $274,491$518,710
Part IX · Statement of functional expenses $371,789 across 13 lines filed
IX-1 Grants to domestic organizationsPrograms $104,525$104,525
IX-7 Other salaries and wagesManagement $6,744$6,744
IX-10 Payroll taxesManagement $549$549
IX-11c Accounting feesPrograms $2,100 · Management $50,465$52,565
IX-11e Professional fundraising feesFundraising $106,963$106,963
IX-11f Investment management feesManagement $35,714$35,714
IX-11g Other fees for servicesManagement $12,845$12,845
IX-13 Office expensesManagement $10,093$10,093
IX-16 OccupancyManagement $1,273$1,273
IX-20 InterestPrograms $28,025$28,025
IX-22 Depreciation, depletion and amortizationManagement $291$291
IX-23 InsuranceManagement $5,529$5,529
IX-24 Other expenses (24a–d)Management $6,673$6,673
IX-25 Total functional expensesPrograms $134,650 · Management $130,176 · Fundraising $106,963$371,789
Part X · Balance sheet $6,306,205 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $40,480$139,825
X-2 Savings and temporary cash investmentsStart of year $65,665$719,550
X-3 Pledges and grants receivableStart of year $390,648$295,802
X-4 Accounts receivableStart of year $369$369
X-9 Prepaid expenses and deferred chargesStart of year $6,645$6,797
X-10c Land, buildings and equipment, netStart of year $539,976$539,685
X-11 Publicly traded securitiesStart of year $4,819,571$4,593,182
X-15 Other assetsStart of year $10,995$10,995
X-16 Total assetsStart of year $5,874,349$6,306,205
X-17 Accounts payable and accrued expensesStart of year $8,917$10,889
X-23 Secured mortgages and notes payableStart of year $424,343$364,352
X-25 Other liabilitiesStart of year $645,543$670,586
X-26 Total liabilitiesStart of year $1,078,803$1,045,827
X-27 Net assets without donor restrictionsStart of year $447,266$533,534
X-28 Net assets with donor restrictionsStart of year $4,348,280$4,726,844
X-32 Total net assets or fund balancesStart of year $4,795,546$5,260,378
X-33 Total liabilities and net assetsStart of year $5,874,349$6,306,205
Part XI · Reconciliation of net assets $5,260,378 net assets at year end
XI-1 Total revenue$518,710
XI-2 Total expenses$371,789
XI-3 Revenue less expenses$146,921
XI-4 Net assets at start of year$4,795,546
XI-5 Net unrealized gains (losses) on investments$274,332
XI-8 Prior period adjustments$26,115
XI-9 Other changes in net assets$17,464
XI-10 Net assets at end of year$5,260,378

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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