Holy Trinity Episcopal Foundation INC: FY2022 Nonprofit Profile & Form 990 (EIN 23-7010230)

Revenue by fiscal year
FY2020	$460K
FY2021	$673K
FY2022	$1.3M
FY2023	$120K
FY2024	$519K

Expenses by fiscal year
FY2020	$245K
FY2021	$332K
FY2022	$470K
FY2023	$375K
FY2024	$372K

Net assets by fiscal year
FY2020	$4.0M
FY2021	$4.7M
FY2022	$4.8M
FY2023	$4.8M
FY2024	$5.3M

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

72 cents of each dollar spent went to programs.

72%

28%

Program services 72% · $340K Management & general 28% · $130K

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

9 people listed on the 990.

Part VII, Section A · reportable compensation

Brian Gendreau

President

$0Pt VII · Sec A

Barbara Hall

Vice President

$0Pt VII · Sec A

Betty Alsobrook

Secretary

$0Pt VII · Sec A

Ann Pierson

Director

$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

Marion Radson

Director

$0Pt VII · Sec A

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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.

Questions for Holy Trinity Episcopal Foundation INC

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Provided by the organization

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1 program · $340K · in their own filed words · FY2022

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.

$340Kprogram 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 FY2022 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$1.3M

Ln 12

Gifts and grantsLn 1h$1.1M

Investment incomeLn 3$158K

Fees for servicesLn 2g$323

Money outPt IX

$470K

Ln 25

Programscol B$340K

Managementcol C$130K

Owns and owesPt X

$4.8M

net assets · Ln 32

Cash and savingsLn 1–2$668K

Total assetsLn 16$6.1M

LiabilitiesLn 26$1.3M

PeoplePt VI, VII

9

listed · VII A

PaidVII A0

Voting boardVI 1a9

IndependentVI 1b9

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$1.1M

Noncash giftsLn 1g$375K

Fees for servicesLn 2g$323

Investment incomeLn 3$158K

Gains on assetsLn 7$37K

Total revenueLn 12$1.3M

Assets in detailPt X, end of year

CashLn 1$165K

SavingsLn 2$502K

Cash and savings togetherLn 1–2$668K

InvestmentsLn 11–13$4.0M

Land, buildings, equipmentLn 10c$940K

Other assetsLn 15$11K

Total assetsLn 16$6.1M

LiabilitiesLn 26$1.3M

Net assetsLn 32$4.8M

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

Line	Start FY22	End FY22
Cash and savingsLn 1–2	$410K	$668K
InvestmentsLn 11–13	$4.7M	$4.0M
Land, buildings, equipmentLn 10c	$957K	$940K
Total assetsLn 16	$6.1M	$6.1M
LiabilitiesLn 26	$1.4M	$1.3M
Net assetsLn 32	$4.7M	$4.8M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$320K	$320K
Other salaries and wagesLn 7	$5K		$5K
Accounting feesLn 11c	$44K	$2K	$42K
Investment management feesLn 11f	$34K		$34K
Other fees for servicesLn 11g	$10K		$10K
Office expensesLn 13	$8K		$8K
OccupancyLn 16	$4K		$4K
InterestLn 20	$18K	$18K
Depreciation, depletion and amortizationLn 22	$17K		$17K
InsuranceLn 23	$10K		$10K
Other expenses (24a–d)Ln 24	$371	$64	$307
Total functional expensesLn 25	$470K	$340K	$130K	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2024 Latest	$519K	$372K	$147K	$5.3M	990 PDF
FY2023	$120K	$375K	−$255K	$4.8M	990 PDF
FY2022 Viewing	$1.3M	$470K	$794K	$4.8M	990 PDF
FY2021	$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 FY2022 990 (6 parts)

Part I · Summary $1,264,771 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $344,008$1,106,344

I-9 Program service revenuePrior year $0$323

I-10 Investment incomePrior year $346,311$158,104

I-11 Other revenuePrior year −$17,618$0

I-12 Total revenuePrior year $672,701$1,264,771

I-13 Grants and similar amounts paidPrior year $164,581$319,962

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $6,175$5,381

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $161,008$144,979

I-18 Total expensesPrior year $331,764$470,322

I-19 Revenue less expensesPrior year $340,937$794,449

Part VI · Governance 9 of 9 board members independent, 1 to look at

VI-1a Voting members of the governing body9

VI-1b Independent voting members9

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 $1,264,771 across 7 lines filed

VIII-1f All other contributions, gifts and grants$1,106,344

VIII-1g Noncash contributions (included above)$374,915

VIII-1h Total contributions, gifts and grants$1,106,344

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $323$323

VIII-3 Investment incomeExcluded from tax $121,090$121,090

VIII-7 Net gain or loss on sales of assetsExcluded from tax $37,014$37,014

VIII-12 Total revenueRelated to mission $323 · Unrelated business $0 · Excluded from tax $158,104$1,264,771

Part IX · Statement of functional expenses $470,322 across 11 lines filed

IX-1 Grants to domestic organizationsPrograms $319,962$319,962

IX-7 Other salaries and wagesManagement $5,381$5,381

IX-11c Accounting feesPrograms $1,800 · Management $41,816$43,616

IX-11f Investment management feesManagement $34,027$34,027

IX-11g Other fees for servicesManagement $9,750$9,750

IX-13 Office expensesManagement $8,335$8,335

IX-16 OccupancyManagement $3,808$3,808

IX-20 InterestPrograms $18,215$18,215

IX-22 Depreciation, depletion and amortizationManagement $17,302$17,302

IX-23 InsuranceManagement $9,555$9,555

IX-24 Other expenses (24a–d)Programs $64 · Management $307$371

IX-25 Total functional expensesPrograms $340,041 · Management $130,281 · Fundraising $0$470,322

Part X · Balance sheet $6,114,088 assets, 16 lines filed

X-1 Cash, non-interest-bearingStart of year $106,881$165,377

X-2 Savings and temporary cash investmentsStart of year $303,479$502,462

X-3 Pledges and grants receivable$483,467

X-4 Accounts receivableStart of year $369$744

X-9 Prepaid expenses and deferred chargesStart of year $6,172$2,734

X-10c Land, buildings and equipment, netStart of year $957,385$940,083

X-11 Publicly traded securitiesStart of year $4,719,154$4,008,226

X-15 Other assetsStart of year $10,995$10,995

X-16 Total assetsStart of year $6,104,435$6,114,088

X-17 Accounts payable and accrued expenses$2,105

X-25 Other liabilitiesStart of year $728,460$601,738

X-26 Total liabilitiesStart of year $1,426,709$1,305,331

X-27 Net assets without donor restrictionsStart of year $995,267$706,990

X-28 Net assets with donor restrictionsStart of year $3,682,459$4,101,767

X-32 Total net assets or fund balancesStart of year $4,677,726$4,808,757

X-33 Total liabilities and net assetsStart of year $6,104,435$6,114,088

Part XI · Reconciliation of net assets $4,808,757 net assets at year end

XI-1 Total revenue$1,264,771

XI-2 Total expenses$470,322

XI-3 Revenue less expenses$794,449

XI-4 Net assets at start of year$4,677,726

XI-5 Net unrealized gains (losses) on investments−$611,308

XI-9 Other changes in net assets−$52,110

XI-10 Net assets at end of year$4,808,757

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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Holy Trinity Episcopal Foundation INC FY2022 filing

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Holy Trinity Episcopal Foundation INC

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV