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Holy Trinity Episcopal Foundation INC FY2021 filing

Tax-deductible

Gainesville, FL501(c)(3)EIN 23-7010230Revenue $673K in FY2021

On file with the IRSholytrinityepiscopalfoundation.org100 Ne 1st St, 32601-5379 · Gainesville, FLTax-exempt since Mar 1969Publicly supported — 509(a)(2)

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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.
61¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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FY2021 · 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
61%
of spending
Worth a look: 61% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Cash reserves
15 mo
of spending, in cash
Looks good: 14.8 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
23% of total assets
Looks good: liabilities are 23% of assets; 50% or less.
Pt X · Ln 26
Independent board members
10
of 10 voting members
Looks good: 10 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$673K
+46% vs prior year
Spent
$332K
To programs
61%
Net assets
$4.7M
By yearFY2020–FY2024
Revenue
$673K
FY2021▲ +46%
Tap a bar for its year
Revenue by fiscal year
FY2020$460K
FY2021$673K
FY2022$1.3M
FY2023$120K
FY2024$519K
Expenses
$332K
FY2021▲ +35%
Tap a bar for its year
Expenses by fiscal year
FY2020$245K
FY2021$332K
FY2022$470K
FY2023$375K
FY2024$372K
Net assets
$4.7M
FY2021▲ +18%
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 FY2021 Form 990 · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

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

61 cents of each dollar spent went to programs.

Program services 61% · $204K Management & general 39% · $128K

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

13 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.

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Provided by the organization

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3 programs · $195K · in their own filed words · FY2021
01

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

$165Kprogram expense
02

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

$17Kprogram expense
03

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

$13Kprogram 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
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 FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$673K
Ln 12
Investment incomeLn 3$346K
Gifts and grantsLn 1h$344K
Money outPt IX
$332K
Ln 25
Programscol B$204K
Managementcol C$128K
Owns and owesPt X
$4.7M
net assets · Ln 32
Cash and savingsLn 1–2$410K
Total assetsLn 16$6.1M
LiabilitiesLn 26$1.4M
PeoplePt VI, VII
13
listed · VII A
PaidVII A0
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$344K
Noncash giftsLn 1g$149K
Investment incomeLn 3$346K
Gains on assetsLn 7$241K
Total revenueLn 12$673K
Assets in detailPt X, end of year
CashLn 1$107K
SavingsLn 2$303K
Cash and savings togetherLn 1–2$410K
InvestmentsLn 11–13$4.7M
Land, buildings, equipmentLn 10c$957K
Other assetsLn 15$11K
Total assetsLn 16$6.1M
LiabilitiesLn 26$1.4M
Net assetsLn 32$4.7M
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 FY21End FY21
Cash and savingsLn 1–2$111K$410K
InvestmentsLn 11–13$4.3M$4.7M
Land, buildings, equipmentLn 10c$975K$957K
Total assetsLn 16$5.4M$6.1M
LiabilitiesLn 26$1.4M$1.4M
Net assetsLn 32$4.0M$4.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$165K$165K
Other salaries and wagesLn 7$6K$6K
Accounting feesLn 11c$44K$2K$41K
Investment management feesLn 11f$32K$32K
Other fees for servicesLn 11g$31K$17K$13K
Office expensesLn 13$9K$9K
OccupancyLn 16$3K$3K
InterestLn 20$13K$13K
Depreciation, depletion and amortizationLn 22$7K$7K
InsuranceLn 23$10K$10K
Other expenses (24a–d)Ln 24$12K$6K$6K
Total functional expensesLn 25$332K$204K$128K$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 Viewing $673K$332K$341K$4.7M 990 PDF
FY2020 $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 FY2021 990 (6 parts)
Part I · Summary $672,701 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $53,350$344,008
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $403,671$346,311
I-11 Other revenuePrior year $2,563−$17,618
I-12 Total revenuePrior year $459,584$672,701
I-13 Grants and similar amounts paidPrior year $71,300$164,581
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $5,866$6,175
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $167,906$161,008
I-18 Total expensesPrior year $245,072$331,764
I-19 Revenue less expensesPrior year $214,512$340,937
Part VI · Governance 10 of 10 board members independent, 1 to look at
VI-1a Voting members of the governing body10
VI-1b Independent voting members10
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 $672,701 across 8 lines filed
VIII-1f All other contributions, gifts and grants$344,008
VIII-1g Noncash contributions (included above)$149,090
VIII-1h Total contributions, gifts and grants$344,008
VIII-3 Investment incomeExcluded from tax $104,920$104,920
VIII-6 Net rental income or lossExcluded from tax −$17,888−$17,888
VIII-7 Net gain or loss on sales of assetsExcluded from tax $241,391$241,391
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $270$270
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $328,693$672,701
Part IX · Statement of functional expenses $331,764 across 11 lines filed
IX-1 Grants to domestic organizationsPrograms $164,581$164,581
IX-7 Other salaries and wagesManagement $6,175$6,175
IX-11c Accounting feesPrograms $2,075 · Management $41,444$43,519
IX-11f Investment management feesManagement $31,991$31,991
IX-11g Other fees for servicesPrograms $17,400 · Management $13,450$30,850
IX-13 Office expensesManagement $8,573$8,573
IX-16 OccupancyManagement $2,923$2,923
IX-20 InterestPrograms $13,483$13,483
IX-22 Depreciation, depletion and amortizationManagement $7,477$7,477
IX-23 InsuranceManagement $10,481$10,481
IX-24 Other expenses (24a–d)Programs $6,000 · Management $5,711$11,711
IX-25 Total functional expensesPrograms $203,539 · Management $128,225 · Fundraising $0$331,764
Part X · Balance sheet $6,104,435 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $35,485$106,881
X-2 Savings and temporary cash investmentsStart of year $75,742$303,479
X-4 Accounts receivableStart of year $369$369
X-9 Prepaid expenses and deferred chargesStart of year $5,799$6,172
X-10c Land, buildings and equipment, netStart of year $974,686$957,385
X-11 Publicly traded securitiesStart of year $4,309,095$4,719,154
X-15 Other assetsStart of year $10,995$10,995
X-16 Total assetsStart of year $5,412,171$6,104,435
X-25 Other liabilitiesStart of year $639,659$728,460
X-26 Total liabilitiesStart of year $1,437,908$1,426,709
X-27 Net assets without donor restrictionsStart of year $908,662$995,267
X-28 Net assets with donor restrictionsStart of year $3,065,601$3,682,459
X-32 Total net assets or fund balancesStart of year $3,974,263$4,677,726
X-33 Total liabilities and net assetsStart of year $5,412,171$6,104,435
Part XI · Reconciliation of net assets $4,677,726 net assets at year end
XI-1 Total revenue$672,701
XI-2 Total expenses$331,764
XI-3 Revenue less expenses$340,937
XI-4 Net assets at start of year$3,974,263
XI-5 Net unrealized gains (losses) on investments$323,958
XI-8 Prior period adjustments$1,766
XI-9 Other changes in net assets$36,802
XI-10 Net assets at end of year$4,677,726

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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