Trinity Endowment Fund INC FY2023 filing

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From the filed return, FY2023. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 76-0273497) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
Status: IRS Pub. 78

Before you give

FY2023 · 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
2 of 4
filings with a surplus
Average deficit $12K a year · 96% of revenue · last 4 filings
A surplus in 2 of the last 4 filings.
990-PF Pt I · 4 filings
11192.8 mo
of spending, in cash
11192.8 months of spending in cash.
990-PF Pt II · Ln 1–2 · Pt I · Ln 26
Liabilities
$0
0% of total assets
Liabilities are 0% of assets.
990-PF Pt II · Ln 23
Revenue
$13K
+2% vs prior year
Spent
$315
Net assets
$510K
By yearFY2020–FY2024
Revenue
$13K
FY2023▲ +2%
Tap a bar for its year
Revenue by fiscal year
FY2020$10K
FY2021$14K
FY2022$12K
FY2023$13K
FY2024$13K
Expenses
$315
FY2023▼ -90%
Tap a bar for its year
Expenses by fiscal year
FY2020Not on file
FY2021$17K
FY2022$3K
FY2023$315
FY2024$81K
Net assets
$510K
FY2023▲ +2%
Tap a bar for its year
Net assets by fiscal year
FY2020$492K
FY2021$525K
FY2022$502K
FY2023$510K
FY2024$452K

From the FY2023 Form 990 · see the original

You’re viewing the FY2023 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 Jun 1989.

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

Where the money goes

What each dollar paid for.

Operating & administrative 100% · $315

Form 990-PF Part I, lines 24–26. Every line is in By the numbers.

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Who runs it and what they're paid

4 people listed on the 990.

990-PF Part VIII · reportable compensation
$0990-PF Pt VIII
Secretary
$0990-PF Pt VIII
$0990-PF Pt VIII
Ex-Officio
$0990-PF Pt VIII
See Trinity Endowment Fund 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

Funds Christian ministries and educational programs.

Questions for Trinity Endowment Fund INC

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1 program · in their own filed words · FY2023
01

No grants were made in 2023

Form 990-PF Part IX-A, FY2023. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 76-0273497) · Dispute this line

Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 8 grants · $80K · 2024–2024
Trinity Lutheran ChurchFY2024$40,200
Orphan Grain Train INCNE · FY2024$10,000
Lutheran Education Association of HoustonFY2024$10,000
Dwelling 1 14FY2024$5,000
Individual RecipientFY2024$5,000
Ysleta Lutheran Mission El PasoFY2024$4,300
Lcms Concordia Sem St LouisFY2024$4,000
Salvation Army HoustonFY2024$2,000

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV1
Average grantPart XV$10K
Median grantPart XV$5K
Largest grantPart XV$40K
Top cause focusNTEEInternational (12%)

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$13K
Ln 12
Investment incomeLn 3$10K
Gifts and grantsLn 1h$3K
Money outPt IX
$315
Ln 25
Running costs$315
Owns and owesPt X
$510K
net assets · Ln 32
Cash and savingsLn 1–2$294K
Total assetsLn 16$510K
LiabilitiesLn 26$0
PeoplePt VI, VII
4
listed · VII A
PaidVII A0
Voting boardVI 1a4
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$3K
Government grantsLn 1e$0
Noncash giftsLn 1g$0
Fundraising eventsLn 1c$0
Investment incomeLn 3$10K
Gains on assetsLn 7$0
Total revenueLn 12$13K
Assets in detailPt X, end of year
SavingsLn 2$294K
Cash and savings togetherLn 1–2$294K
InvestmentsLn 11–13$216K
Total assetsLn 16$510K
LiabilitiesLn 26$0
Net assetsLn 32$510K
OperationsPt I, VI
EmployeesI 50
VolunteersI 66
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3More from this return
EndowmentSch D · Pt V
LineFY23FY22FY21FY20FY19
End of yearLn 1g$510K$502K$5.3M$492K$481K
AddedLn 1b$3K$3K$535$5K$2K
SpentLn 1d–1f$315$3K$17K$2K$15K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$284K$294K
InvestmentsLn 11–13$218K$216K
Land, buildings, equipmentLn 10c$0$0
Total assetsLn 16$502K$510K
LiabilitiesLn 26$0$0
Net assetsLn 32$502K$510K
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0$0
Grants to domestic individualsLn 2$0$0
Grants and assistance to foreign recipientsLn 3$0$0
Benefits paid to or for membersLn 4$0$0
Pay of officers and key staff (Part IX, line 5)Ln 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$0$0$0$0
Accounting feesLn 11c$0$0$0$0
Lobbying feesLn 11d$0$0$0$0
Professional fundraising feesLn 11e$0$0
Investment management feesLn 11f$0$0$0$0
Other fees for servicesLn 11g$0$0$0$0
Advertising and promotionLn 12$0$0$0$0
Office expensesLn 13$0$0$0$0
Information technologyLn 14$0$0$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$0$0$0$0
Other expenses (24a–d)Ln 24$315$0$315$0
All other expensesLn 24e$0$0$0$0
Total functional expensesLn 25$315$0$315$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 LatestFiled with the IRS Nov 15, 2025 $13K$81K−$68K$452K 990 PDF
FY2023 ViewingFiled with the IRS Feb 3, 2025 $13K$315$12K$510K 990 PDF
FY2022Filed with the IRS Nov 15, 2025 $12K$3K$9K$502K 990 PDF
FY2021Filed with the IRS Nov 14, 2022 $14K$17K−$3K$525K 990 PDF
FY2020Filed with the IRS Oct 29, 2021 $10K$492K 990 PDF

Schedules filed Part IV

A · Public support D · Assets and endowments I · Grants O · Explanations
See the full FY2023 990
Part I · Summary $12,579 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $2,740$2,706
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $9,613$9,873
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $12,353$12,579
I-13 Grants and similar amounts paidPrior year $3,000$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $0$315
I-18 Total expensesPrior year $3,000$315
I-19 Revenue less expensesPrior year $9,353$12,264
Part VI · Governance 4 of 4 board members independent, 4 to look at
VI-1a Voting members of the governing body4
VI-1b Independent voting members4
VI-12a Written conflict of interest policyNo
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
Part VIII · Statement of revenue $12,579 across 16 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$2,706
VIII-1g Noncash contributions (included above)$0
VIII-1h Total contributions, gifts and grants$2,706
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-3 Investment incomeRelated to mission $0 · Unrelated business $0 · Excluded from tax $9,873$9,873
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 $0 · Unrelated business $0 · Excluded from tax $0$0
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 $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $9,873$12,579
Part IX · Statement of functional expenses $315 across 31 lines filed
IX-1 Grants to domestic organizationsPrograms $0$0
IX-2 Grants to domestic individualsPrograms $0$0
IX-3 Grants and assistance to foreign recipientsPrograms $0$0
IX-4 Benefits paid to or for membersPrograms $0$0
IX-5 Pay of officers and key staff (Part IX, line 5)Programs $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 $0 · Fundraising $0$0
IX-11c Accounting feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11d Lobbying feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11e Professional fundraising feesFundraising $0$0
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 $0 · Management $0 · Fundraising $0$0
IX-13 Office expensesPrograms $0 · Management $0 · Fundraising $0$0
IX-14 Information technologyPrograms $0 · Management $0 · Fundraising $0$0
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 $0 · Fundraising $0$0
IX-24 Other expenses (24a–d)Programs $0 · Management $315 · Fundraising $0$315
IX-24e All other expensesPrograms $0 · Management $0 · Fundraising $0$0
IX-25 Total functional expensesPrograms $0 · Management $315 · Fundraising $0$315
Part X · Balance sheet $509,834 assets, 30 lines filed
X-1 Cash, non-interest-bearingStart of year $0$0
X-2 Savings and temporary cash investmentsStart of year $284,010$293,812
X-3 Pledges and grants receivableStart of year $0$0
X-4 Accounts receivableStart of year $0$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 $0$0
X-10c Land, buildings and equipment, netStart of year $0$0
X-11 Publicly traded securitiesStart of year $217,521$216,022
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 $0$0
X-16 Total assetsStart of year $501,531$509,834
X-17 Accounts payable and accrued expensesStart of year $0$0
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-25 Other liabilitiesStart of year $0$0
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $0$0
X-28 Net assets with donor restrictionsStart of year $501,531$509,834
X-32 Total net assets or fund balancesStart of year $501,531$509,834
X-33 Total liabilities and net assetsStart of year $501,531$509,834
Part XI · Reconciliation of net assets $509,834 net assets at year end
XI-1 Total revenue$12,579
XI-2 Total expenses$315
XI-3 Revenue less expenses$12,264
XI-4 Net assets at start of year$501,531
XI-5 Net unrealized gains (losses) on investments−$3,961
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$509,834

Form 990 e-file FY2023 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File

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