Trinity Roselle Foundation

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Trinity Roselle Foundation is a supporting organization (501(c)(3)) dedicated to support Trinity Lutheran Church and School's mission to Gather, Grow, and Send everyday missionaries out into our community. We seek to expand the Lord's work among His people, both in Roselle, Illinois and beyond. Individuals are encouraged by the Foundation to share their blessings from God to extend our ability to spread the Gospel message and to bless others.

501(c)(3) charity; gifts are tax-deductible.
89¢ of each $1 spent went to programs.
Run by 9 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · 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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $142K a year · 46% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
89%
of spending
Looks good: 89% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
6 mo
of spending, in cash
Plus $2.8M in investments, Pt X · Ln 11–13
Looks good: 6.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $20K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$10K
0.3% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 9 voting members
Looks good: 8 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$433K
+50% vs prior year
Spent
$178K
To programs
89%
Net assets
$3.0M
By yearFY2021–FY2025
Revenue
$433K
FY2025▲ +50%
Tap a bar for its year
Revenue by fiscal year
FY2021$215K
FY2022$344K
FY2023$277K
FY2024$289K
FY2025$433K
Expenses
$178K
FY2025▲ +6%
Tap a bar for its year
Expenses by fiscal year
FY2021$174K
FY2022$126K
FY2023$202K
FY2024$167K
FY2025$178K
Net assets
$3.0M
FY2025▲ +12%
Tap a bar for its year
Net assets by fiscal year
FY2021$2.4M
FY2022$2.2M
FY2023$2.3M
FY2024$2.6M
FY2025$3.0M

From the FY2025 Form 990 (year ending June 2025) · see the original

Give Claim

Is it real?

Yes. Exemption reinstated (2011-11-15). Per the IRS revocation list. Latest filing on record: FY2025. IRS ruling in Dec 2014.

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

Where the money goes

89 cents of each dollar spent went to programs.

Program services 89% · $158K Management & general 9% · $16K Fundraising 2% · $4K

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

10 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Former Treasurer and Former Director
$0Pt VII · Sec A
President and Director
$0Pt VII · Sec A
Treasurer and Director
$0Pt VII · Sec A
Chairperson and Director
$0Pt VII · Sec A
Secretary and Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
See Trinity Roselle Foundation 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 ministry and expands the Lord's work through charitable giving.

Questions for Trinity Roselle Foundation

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Your first name shows with your question. Trinity Roselle Foundation answers here, for everyone.

3 programs · $128K · in their own filed words · FY2024
01

T-Fund

Contributions and earnings generated within this fund are used to provide tuition assistance to school families that are also members of Trinity Lutheran Church. The fund was established by a church member as a way to show his gratitude to the church/school for providing assistance to his family when his children were attending Trinity…

$57Kprogram expense
02

School Fund

Contributions and earnings generated from investments within this fund are used to partner with Trinity Lutheran School providing assistance to school families wishing to send their children to the school but lack the financial means to afford full tuition.

$41Kprogram expense
03

Church Fund

Contributions and earnings generated from investments within this fund are used to provide financial support to Trinity Lutheran Church assisting with expenditures that fall outside of normally budgeted expenses.

$30Kprogram 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$20K
Grants paid · 22 grants · $727K · 2020–2024
Trinity Lutheran SchoolIL · FY2024$57,398
Trinity Lutheran SchoolIL · FY2024$40,000
Trinity Lutheran SchoolIL · FY2024$27,000
Trinity Lutheran SchoolIL · FY2024$13,500
Trinity Lutheran SchoolIL · FY2023$67,179
Trinity Lutheran SchoolIL · FY2023$42,000
Trinity Lutheran SchoolIL · FY2023$19,355
Trinity Lutheran SchoolIL · FY2023$17,400
Trinity Lutheran SchoolIL · FY2022$109,518
Trinity Lutheran SchoolIL · FY2022$42,000
Trinity Lutheran SchoolIL · FY2022$22,133
Trinity Lutheran SchoolIL · FY2021$37,565
Trinity Lutheran SchoolIL · FY2021$24,702
Trinity Lutheran SchoolIL · FY2021$16,425
Trinity Lutheran SchoolIL · FY2021$14,200
Phil's Friends NfpIN · FY2021$10,000
Trinity Lutheran SchoolIL · FY2020$70,482
See all 22 grants →

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$433K
Ln 12
Investment incomeLn 3$264K
Gifts and grantsLn 1h$167K
Other incomeLn 4–11$2K
Money outPt IX
$178K
Ln 25
Programscol B$158K
Managementcol C$16K
Fundraisingcol D$4K
Owns and owesPt X
$3.0M
net assets · Ln 32
Cash and savingsLn 1–2$90K
Total assetsLn 16$3.0M
LiabilitiesLn 26$10K
PeoplePt VI, VII
10
listed · VII A
PaidVII A0
Voting boardVI 1a9
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$167K
Government grantsLn 1e$0
Noncash giftsLn 1g$0
Fundraising eventsLn 1c$0
Investment incomeLn 3$264K
Other incomeLn 4–11$2K
Gains on assetsLn 7$597
Total revenueLn 12$433K
Assets in detailPt X, end of year
CashLn 1$90K
Cash and savings togetherLn 1–2$90K
Prepaid expenses and deferred chargesLn 9$1K
InvestmentsLn 11–13$2.8M
Other assetsLn 15$42K
Total assetsLn 16$3.0M
LiabilitiesLn 26$10K
Net assetsLn 32$3.0M
OperationsPt I, VI
EmployeesI 50
VolunteersI 69
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3More from this return
EndowmentSch D · Pt V
LineFY25FY24FY23FY22FY21
End of yearLn 1g$107K$95K$2.0M$1.9M$2.0M
Given inLn 1b$1K$20K$108K$132K$55K
SpentLn 1d–1f$0$1.9M$192K$108K$170K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$109K$90K
InvestmentsLn 11–13$2.5M$2.8M
Total assetsLn 16$2.6M$3.0M
LiabilitiesLn 26$8K$10K
Net assetsLn 32$2.6M$3.0M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$151K$151K
Grants to domestic individualsLn 2$1K$1K
Grants and assistance to foreign recipientsLn 3$0$0
Benefits paid to or for membersLn 4$0$0
Pay of current officers, directors and key staffLn 5$0$0$0$0
Pay of disqualified personsLn 6$0$0$0$0
Other salaries and wagesLn 7$0$0$0$0
Pension plan contributionsLn 8$0$0$0$0
Other employee benefitsLn 9$0$0$0$0
Payroll taxesLn 10$0$0$0$0
Management feesLn 11a$0$0$0$0
Legal feesLn 11b$1K$0$1K$0
Accounting feesLn 11c$13K$0$13K$0
Lobbying feesLn 11d$0$0$0$0
Professional fundraising feesLn 11e$4K$4K
Investment management feesLn 11f$0$0$0$0
Other fees for servicesLn 11g$0$0$0$0
Advertising and promotionLn 12$3K$3K$0$0
Office expensesLn 13$1K$1K$0$0
Information technologyLn 14$2K$2K$0$0
RoyaltiesLn 15$0$0$0$0
OccupancyLn 16$0$0$0$0
TravelLn 17$0$0$0$0
Travel and entertainment for public officialsLn 18$0$0$0$0
Conferences, conventions and meetingsLn 19$0$0$0$0
InterestLn 20$0$0$0$0
Payments to affiliatesLn 21$0$0$0$0
Depreciation, depletion and amortizationLn 22$0$0$0$0
InsuranceLn 23$1K$0$1K$0
All other expensesLn 24e$0$0$0$0
Total functional expensesLn 25$178K$158K$16K$4K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest ViewingFiled with the IRS May 13, 2026 $433K$178K$255K$3.0M 990 PDF
FY2024Filed with the IRS May 12, 2025 $289K$167K$122K$2.6M 990 PDF
FY2023Filed with the IRS May 13, 2024 $277K$202K$75K$2.3M 990 PDF
FY2022Filed with the IRS May 11, 2023 $344K$126K$218K$2.2M 990 PDF
FY2021Filed with the IRS May 11, 2022 $215K$174K$41K$2.4M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $433,342 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $150,574$166,979
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $136,290$263,917
I-11 Other revenuePrior year $2,078$2,446
I-12 Total revenuePrior year $288,942$433,342
I-13 Grants and similar amounts paidPrior year $146,934$151,887
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $5,000$4,000
I-17 Other expensesPrior year $15,270$21,969
I-18 Total expensesPrior year $167,204$177,856
I-19 Revenue less expensesPrior year $121,738$255,486
Part VI · Governance 8 of 9 board members independent, 3 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members8
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 $433,342 across 15 lines filed
VIII-1a Federated campaigns$0
VIII-1b Membership dues$0
VIII-1c Fundraising events$0
VIII-1d Related organizations$0
VIII-1e Government grants$0
VIII-1f All other contributions, gifts and grants$166,979
VIII-1g Noncash contributions (included above)$0
VIII-1h Total contributions, gifts and grants$166,979
VIII-3 Investment incomeRelated to mission $263,320 · Unrelated business $0 · Excluded from tax $0$263,320
VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-6 Net rental income or lossRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-7 Net gain or loss on sales of assetsRelated to mission $597 · Unrelated business $0 · Excluded from tax $0$597
VIII-8 Net income from fundraising eventsUnrelated business $0 · Excluded from tax $0$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $2,446 · Unrelated business $0 · Excluded from tax $0$2,446
VIII-12 Total revenueRelated to mission $266,363 · Unrelated business $0 · Excluded from tax $0$433,342
Part IX · Statement of functional expenses $177,856 across 30 lines filed
IX-1 Grants to domestic organizationsPrograms $150,887$150,887
IX-2 Grants to domestic individualsPrograms $1,000$1,000
IX-3 Grants and assistance to foreign recipientsPrograms $0$0
IX-4 Benefits paid to or for membersPrograms $0$0
IX-5 Pay of current officers, directors and key staffPrograms $0 · Management $0 · Fundraising $0$0
IX-6 Pay of disqualified personsPrograms $0 · Management $0 · Fundraising $0$0
IX-7 Other salaries and wagesPrograms $0 · Management $0 · Fundraising $0$0
IX-8 Pension plan contributionsPrograms $0 · Management $0 · Fundraising $0$0
IX-9 Other employee benefitsPrograms $0 · Management $0 · Fundraising $0$0
IX-10 Payroll taxesPrograms $0 · Management $0 · Fundraising $0$0
IX-11a Management feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11b Legal feesPrograms $0 · Management $1,350 · Fundraising $0$1,350
IX-11c Accounting feesPrograms $0 · Management $13,159 · Fundraising $0$13,159
IX-11d Lobbying feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11e Professional fundraising feesFundraising $4,000$4,000
IX-11f Investment management feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11g Other fees for servicesPrograms $0 · Management $0 · Fundraising $0$0
IX-12 Advertising and promotionPrograms $3,315 · Management $0 · Fundraising $0$3,315
IX-13 Office expensesPrograms $1,235 · Management $0 · Fundraising $0$1,235
IX-14 Information technologyPrograms $1,635 · Management $0 · Fundraising $0$1,635
IX-15 RoyaltiesPrograms $0 · Management $0 · Fundraising $0$0
IX-16 OccupancyPrograms $0 · Management $0 · Fundraising $0$0
IX-17 TravelPrograms $0 · Management $0 · Fundraising $0$0
IX-18 Travel and entertainment for public officialsPrograms $0 · Management $0 · Fundraising $0$0
IX-19 Conferences, conventions and meetingsPrograms $0 · Management $0 · Fundraising $0$0
IX-20 InterestPrograms $0 · Management $0 · Fundraising $0$0
IX-21 Payments to affiliatesPrograms $0 · Management $0 · Fundraising $0$0
IX-22 Depreciation, depletion and amortizationPrograms $0 · Management $0 · Fundraising $0$0
IX-23 InsurancePrograms $0 · Management $1,275 · Fundraising $0$1,275
IX-24e All other expensesPrograms $0 · Management $0 · Fundraising $0$0
IX-25 Total functional expensesPrograms $158,072 · Management $15,784 · Fundraising $4,000$177,856
Part X · Balance sheet $2,961,459 assets, 28 lines filed
X-1 Cash, non-interest-bearingStart of year $108,866$90,252
X-2 Savings and temporary cash investmentsStart of year $0$0
X-3 Pledges and grants receivableStart of year $0$0
X-4 Accounts receivableStart of year $318$0
X-5 Loans to officers and key peopleStart of year $0$0
X-6 Loans to other insidersStart of year $0$0
X-7 Notes and loans receivableStart of year $0$0
X-8 Inventories for sale or useStart of year $0$0
X-9 Prepaid expenses and deferred chargesStart of year $1,275$1,344
X-11 Publicly traded securitiesStart of year $2,490,876$2,827,693
X-12 Other securitiesStart of year $0$0
X-13 Program-related investmentsStart of year $0$0
X-14 Intangible assetsStart of year $0$0
X-15 Other assetsStart of year $39,724$42,170
X-16 Total assetsStart of year $2,641,059$2,961,459
X-17 Accounts payable and accrued expensesStart of year $8,000$9,660
X-18 Grants payableStart of year $0$0
X-19 Deferred revenueStart of year $0$0
X-20 Tax-exempt bond liabilitiesStart of year $0$0
X-21 Escrow or custodial accountsStart of year $0$0
X-22 Loans from officers and insidersStart of year $0$0
X-23 Secured mortgages and notes payableStart of year $0$0
X-24 Unsecured notes and loans payableStart of year $0$0
X-26 Total liabilitiesStart of year $8,000$9,660
X-27 Net assets without donor restrictionsStart of year $2,417,704$2,699,187
X-28 Net assets with donor restrictionsStart of year $215,355$252,612
X-32 Total net assets or fund balancesStart of year $2,633,059$2,951,799
X-33 Total liabilities and net assetsStart of year $2,641,059$2,961,459
Part XI · Reconciliation of net assets $2,951,799 net assets at year end
XI-1 Total revenue$433,342
XI-2 Total expenses$177,856
XI-3 Revenue less expenses$255,486
XI-4 Net assets at start of year$2,633,059
XI-5 Net unrealized gains (losses) on investments$63,254
XI-6 Donated services and use of facilities$0
XI-7 Investment expenses$0
XI-8 Prior period adjustments$0
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$2,951,799

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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