2021-11-12T13:37:36-06:00 2020-12-31 593204548 JAMES MOORE & CO PL 5931 NW 1ST PL GAINESVILLE FL 326072063 990 2020-01-01 237010230 HOLY TRINITY EPISCOPAL FOUNDATION INC HOLY 3523768201 100 NE 1ST ST GAINESVILLE FL 32601 BRIAN GENDREAU PRESIDENT 3523768201 2021-11-12 1 BRIAN GENDREAU 999009999 CORINNE TURCOTTE P01500189 3523781331 2021-11-11 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z BRIAN GENDREAU 100 NE 1ST ST GAINESVILLE FL 32601 2819660 0 X HTTP://HOLYTRINITYEPISCOPALFOUNDATION.ORG/ X 1968 FL 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. 11 10 1 0 0 0 702205 53350 0 0 212328 403671 10097 2563 924630 459584 100670 71300 0 0 8471 5866 0 0 0 197121 167906 306262 245072 618368 214512 5385826 5412171 1482915 1437908 3902911 3974263 THE FOUNDATION WAS FORMED FOR THE PURPOSE OF FURTHERING ANY BENEVOLENT, CHARITABLE, EDUCATIONAL OR MISSIONARY ACTIVITY OF HOLY TRINTY PARISH, THE EPISCOPAL DIOCESE OF FLORIDA OR THE PROTESTANT EPISCOPAL CHURCH OF AMERICA. 0 0 71300 71300 DONATIONS TO HOLY TRINITY EPISCOPAL CHURCH-GAINESVILLE, FLORIDA AND OTHER PARISH SUPPORTED CHARITIES 17400 PROVIDE FINANCIAL ASSISTANCE TO RETIRED CLERGY OF HOLY TRINITY PARISH AND THEIR SPOUSE. 30269 EDUCATION PROGRAMS; FUNDING TO ASSIST WITH MAJOR NEEDS OF THE CHAPEL OF THE INCARNATION. 1800 1800 120769 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 10 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X BRIAN GENDREAU 3523768201 PO BOX 357399 GAINESVILLE FL 326357399 BRIAN GENDREAU PRESIDENT 1.00 X X 0 0 0 ANN PIERSON DIRECTOR 1.00 X 0 0 0 BETTY ALSOBROOK SECRETARY 1.00 X X 0 0 0 BARBARA HALL 1ST VICE PRESIDENT 1.00 X X 0 0 0 DAN BOYD DIRECTOR 1.00 X 0 0 0 JOHN JOPLING DIRECTOR 1.00 X 0 0 0 LEW GARRISH DIRECTOR 1.00 X 0 0 0 MARION RADSON DIRECTOR 1.00 X 0 0 0 PHYLLIS DELANEY DIRECTOR 1.00 X 0 0 0 J FLETCHER MONTGOMERY RECTOR 1.00 40.00 X X 0 76263 82994 LAURA GRUBER SR. WARDEN 1.00 X 0 0 0 0 76263 82994 0 0 1 0 0 53350 53350 103487 103487 11578 9825 1753 1753 1753 2650435 2350251 300184 300184 300184 ENDOWMENT MANAGEMENT INCOME 900099 810 810 810 459584 0 0 406234 71300 71300 5866 5866 49247 1800 47447 28081 28081 18033 17400 633 9641 9641 11227 11227 10642 10642 19627 19627 7477 7477 13931 13931 245072 120769 124303 0 89371 35485 335652 75742 358 369 5799 5799 1224075 249389 991988 974686 3951663 4309095 10995 10995 5385826 5412171 801598 798249 681317 639659 1482915 1437908 X 980465 908662 2922446 3065601 3902911 3974263 5385826 5412171 X 214512 -146780 3620 X X 1 X 0 1 0 X X 1 HOLY TRINITY EPISCOPAL CHURCH 590737888 1 1 71300 0 1 71300 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 X 1 0 SECTION E, LINE 2A THE MAJORITY OF THE FOUNDATION'S ACTIVITIES INCLUDE MANAGING THE INVESTMENTS AND ENDOWMENTS OF HOLY TRINITY EPISCOPAL CHURCH, THE SUPPORTED ORGANIZATION, AND DONATING FUNDS FROM THE EARNINGS ON THESE INVESTMENTS TO THE CHURCH AND THE SCHOOL. SECTION A, LINE 1 THE PRIMARY MISSION OF THE FOUNDATION IS TO PROVIDE FINANCIAL RESOURCES FOR HOLY TRINITY PARISH AND ALL ITS ENDEAVORS. THESE ENDEAVORS INCLUDE HOLY TRINITY EPISCOPAL CHURCH AND HOLY TRINITY EPISCOPAL SCHOOL. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2562080 50000 179101 73987 2717194 2041929 196797 399546 76192 2562080 2240932 110570 -234958 74615 2041929 2079245 262313 100626 2240932 1975621 8065 187197 91638 2079245 0.83620 0.16380 0 0 534272 534272 675561 237819 437742 14242 11570 2672 974686 LIABILITY UNDER CHARITABLE ANNUITY 10896 LIABILITY UNDER UNITRUST AGREEMENT 601781 DUE TO OTHERS 26982 639659 X PART V, LINE 4: THE FOUNDATION'S ENDOWMENT FUNDS ARE RECTOR RETIREMENT FUNDS, FUNDS FOR SCHOLARSHIPS TO CAMP WEED AND TO FUND EDUCATIONAL ACTIVITIES. PART X, LINE 2: MANAGEMENT OF THE FOUNDATION CONSIDERS THE LIKELIHOOD OF CHANGES BY TAXING AUTHORITIES IN ITS FILED INCOME TAX RETURNS AND RECOGNIZES A LIABILITY FOR OR DISCLOSES POTENTIAL SIGNIFICANT CHANGES THAT MANAGEMENT BELIEVES ARE MORE LIKELY THAN NOT TO OCCUR UPON EXAMINATION BY TAX AUTHORITIES, INCLUDING CHANGES TO THE FOUNDATION'S STATUS AS A NOT-FOR-PROFIT ENTITY. MANAGEMENT BELIEVES THE FOUNDATION MET THE REQUIREMENTS TO MAINTAIN ITS TAX-EXEMPT STATUS AND HAS NOT IDENTIFIED ANY UNCERTAIN TAX POSITIONS SUBJECT TO THE UNRELATED BUSINESS INCOME TAX THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. 1 HOLY TRINITY EPISCOPAL CHURCH 101 NE 1ST ST GAINVESVILLE FL 32601 590737888 501(C)(3) 71300 ASSISTANCE IS PROVIDED TO FUFILL THE ORGANIZATION'S MISSION OF SUPPORTING THE CHURCH AND SCHOOL. 1 PART I, LINE 2: THE FOUNDATION PROVIDES ASSISTANCE TO HOLY TRINITY EPISCOPAL CHURCH (SUPPORTED ORGANIZATION) AS PART OF ITS MISSION. THE FOUNDATION BOARD APPROVES AMOUNTS ALLOCATED TO THE CHURCH. 0 0 0 0 0 0 0 0 0 J FLETCHER MONTGOMERY RECTOR 0 76263 0 0 0 0 0 17623 0 65371 0 159257 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION HAS NO COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION PROVIDED A DRAFT OF THE FORM 990 TO THE TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION OBTAINS ANNUALLY A CONFLICT OF INTEREST STATEMENT FROM EACH BOARD MEMBER AND TAKES APPROPRIATE ACTION FOR ANY CONFLICTS NOTED. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION PROVIDES THESE DOCUMENTS TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN SPLIT INTEREST AGREEMENT 3,620. FORM 990, PART XI, LINE 2C THE PROCESS FOR THE SELECTION AND SUPERVISION OF THE ORGANIZATION'S INDEPENDENT AUDITOR HAS REMAINED CONSISTENT WITH THE PRIOR YEAR. HOLY TRINITY EPISCOPAL CHURCH 101 NE 1ST ST GAINESVILLE FL 326015390 590737888 RELIGIOUS ORGANIZATION FL 501(C)(3) LINE 1 N/A 0 HOLY TRINITY EPISCOPAL SCHOOL 301 NORTH MAIN STREET GAINESVILLE FL 32601 591558791 EDUCATIONAL ORGANIZATION FL 501(C)(3) LINE 2 N/A 0 0 1 1 0 1 0 0 0 0 0 0 0 0 1 1 0 1 1 0