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Holy Trinity Episcopal Foundation INC FY2020 filing

Tax-deductible

Gainesville, FL501(c)(3)EIN 23-7010230

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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.

501(c)(3) charity; gifts are tax-deductible.
49¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
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
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
49%
of spending
Concern: 49% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Cash reserves
5 mo
of spending, in cash
Looks good: 5.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $160K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$1.4M
27% of total assets
Looks good: liabilities are 27% of assets; 50% or less.
Pt X · Ln 26
Independent board members
10
of 11 voting members
Looks good: 10 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$460K
Spent
$245K
To programs
49%
Net assets
$4.0M
By yearFY2020–FY2024
Revenue
$460K
FY2020
Revenue by fiscal year
FY2020$460K
FY2021$673K
FY2022$1.3M
FY2023$120K
FY2024$519K
Expenses
$245K
FY2020
Expenses by fiscal year
FY2020$245K
FY2021$332K
FY2022$470K
FY2023$375K
FY2024$372K
Net assets
$4.0M
FY2020
Net assets by fiscal year
FY2020$4.0M
FY2021$4.7M
FY2022$4.8M
FY2023$4.8M
FY2024$5.3M

From the FY2020 Form 990 · see the original

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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

49 cents of each dollar spent went to programs.

Program services 49% · $121K Management & general 51% · $124K

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

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Who runs it and what they're paid

11 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Ann Pierson
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Barbara Hall
1st Vice President
$0Pt VII · Sec A
Dan Boyd
Director
$0Pt VII · Sec A
John Jopling
Director
$0Pt VII · Sec A
Lew Garrish
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
See Holy Trinity Episcopal Foundation INC executive salaries →

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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.

Provided by the organization

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3 program services account for $119K of program spending, described in the organization's own filed words · FY2020.
01

Donations to holy trinity episcopal church-gainesville, florida and other parish supported charities

$71Kprogram expense
02

Education programs; funding to assist with major needs of the chapel of the incarnation.

$30Kprogram expense
03

Provide financial assistance to retired clergy of holy trinity parish and their spouse.

$17Kprogram expense

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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
Fidelity Investments Charitable Gift FundFY2024$150K
Gulf Coast Community Foundation INCFY2024$10K
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 FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$460K
Ln 12
Investment incomeLn 3$404K
Gifts and grantsLn 1h$53K
Other incomeLn 4–11$3K
Money outPt IX
$245K
Ln 25
Programscol B$121K
Managementcol C$124K
Owns and owesPt X
$4.0M
net assets · Ln 32
Cash and savingsLn 1–2$111K
Total assetsLn 16$5.4M
LiabilitiesLn 26$1.4M
PeoplePt VI, VII
11
listed · VII A
PaidVII A0
Voting boardVI 1a11
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$53K
Investment incomeLn 3$404K
Other incomeLn 4–11$3K
Gains on assetsLn 7$300K
Total revenueLn 12$460K
Assets in detailPt X, end of year
CashLn 1$35K
SavingsLn 2$76K
Cash and savings togetherLn 1–2$111K
InvestmentsLn 11–13$4.3M
Land, buildings, equipmentLn 10c$975K
Other assetsLn 15$11K
Total assetsLn 16$5.4M
LiabilitiesLn 26$1.4M
Net assetsLn 32$4.0M
OperationsPt I, VI
EmployeesI 51
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$425K$111K
InvestmentsLn 11–13$4.0M$4.3M
Land, buildings, equipmentLn 10c$992K$975K
Total assetsLn 16$5.4M$5.4M
LiabilitiesLn 26$1.5M$1.4M
Net assetsLn 32$3.9M$4.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$71K$71K
Other salaries and wagesLn 7$6K$6K
Accounting feesLn 11c$49K$2K$47K
Investment management feesLn 11f$28K$28K
Other fees for servicesLn 11g$18K$17K$633
Office expensesLn 13$10K$10K
OccupancyLn 16$11K$11K
Conferences, conventions and meetingsLn 19$11K$11K
InterestLn 20$20K$20K
Depreciation, depletion and amortizationLn 22$7K$7K
InsuranceLn 23$14K$14K
Total functional expensesLn 25$245K$121K$124K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $519K$372K$147K$5.3M 990 PDF
FY2023 $120K$375K−$255K$4.8M 990 PDF
FY2022 $1.3M$470K$794K$4.8M 990 PDF
FY2021 $673K$332K$341K$4.7M 990 PDF
FY2020 Viewing $460K$245K$215K$4.0M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (4 parts)
Part VIII · Statement of revenue $459,584 across 7 lines filed
VIII-1f All other contributions, gifts and grants$53,350
VIII-1h Total contributions, gifts and grants$53,350
VIII-3 Investment incomeExcluded from tax $103,487$103,487
VIII-6 Net rental income or lossExcluded from tax $1,753$1,753
VIII-7 Net gain or loss on sales of assetsExcluded from tax $300,184$300,184
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $810$810
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $406,234$459,584
Part IX · Statement of functional expenses $245,072 across 11 lines filed
IX-1 Grants to domestic organizationsPrograms $71,300$71,300
IX-7 Other salaries and wagesManagement $5,866$5,866
IX-11c Accounting feesPrograms $1,800 · Management $47,447$49,247
IX-11f Investment management feesManagement $28,081$28,081
IX-11g Other fees for servicesPrograms $17,400 · Management $633$18,033
IX-13 Office expensesManagement $9,641$9,641
IX-16 OccupancyManagement $11,227$11,227
IX-19 Conferences, conventions and meetingsPrograms $10,642$10,642
IX-20 InterestPrograms $19,627$19,627
IX-22 Depreciation, depletion and amortizationManagement $7,477$7,477
IX-23 InsuranceManagement $13,931$13,931
IX-25 Total functional expensesPrograms $120,769 · Management $124,303 · Fundraising $0$245,072
Part X · Balance sheet $5,412,171 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $89,371$35,485
X-2 Savings and temporary cash investmentsStart of year $335,652$75,742
X-4 Accounts receivableStart of year $358$369
X-9 Prepaid expenses and deferred chargesStart of year $5,799$5,799
X-10c Land, buildings and equipment, netStart of year $991,988$974,686
X-11 Publicly traded securitiesStart of year $3,951,663$4,309,095
X-15 Other assetsStart of year $10,995$10,995
X-16 Total assetsStart of year $5,385,826$5,412,171
X-25 Other liabilitiesStart of year $681,317$639,659
X-26 Total liabilitiesStart of year $1,482,915$1,437,908
X-27 Net assets without donor restrictionsStart of year $980,465$908,662
X-28 Net assets with donor restrictionsStart of year $2,922,446$3,065,601
X-32 Total net assets or fund balancesStart of year $3,902,911$3,974,263
X-33 Total liabilities and net assetsStart of year $5,385,826$5,412,171
Part XI · Reconciliation of net assets $3,974,263 net assets at year end
XI-1 Total revenue$459,584
XI-2 Total expenses$245,072
XI-3 Revenue less expenses$214,512
XI-4 Net assets at start of year$3,902,911
XI-5 Net unrealized gains (losses) on investments−$146,780
XI-9 Other changes in net assets$3,620
XI-10 Net assets at end of year$3,974,263

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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