2025-11-17T16:07:08-06:00 2024-12-31 593204548 JAMES MOORE & CO PL 5931 NW 1ST PL GAINESVILLE FL 326072063 990 2024-01-01 237010230 HOLY TRINITY EPISCOPAL FOUNDATION INC HOLY 3523768201 100 NE 1ST ST GAINESVILLE FL 32601 BRIAN GENDREAU PRESIDENT 3523768201 2025-11-17 1 1 CORINNE LAROCHE P01500189 3523781331 2025-11-11 2024 2025-03-06 01:10:19Z BRIAN GENDREAU 100 NE 1ST ST GAINESVILLE FL 32601 2532275 0 X HTTPS://WWW.HOLYTRINITYGNV.ORG/HTEF 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. 8 8 1 8 75 0 319870 243944 458 200 -200090 274566 0 0 120238 518710 218162 104525 0 0 6022 7293 0 106963 106963 150637 153008 374821 371789 -254583 146921 5874349 6306205 1078803 1045827 4795546 5260378 X TO SERVE ANY BENEVOLENT, CHARITABLE, EDUCATIONAL, OR MISSIONARY UNDERTAKING, INSTITUTION OR AGENCY, FOSTERED, BY, OR HAVING THE OFFICIAL SANCTION OF THE VESTRY OF HOLY TRINITY PARISH, GAINESVILLE, FLORIDA, (THE "PARISH"), THE EPISCOPAL CHURCH IN THE DIOCESE OF FLORIDA, INC., (THE "DIOCESE") OR OF THE EPISCOPAL CHURCH IN THE UNITED STATES, ("ECUSA"), FORMERLY THE PROTESTANT EPISCOPAL CHURCH OF AMERICA, SUCH PURPOSES TO BE EXECUTED SIMULTANEOUSLY IN THE FURTHERANCE AND DEVELOPMENT OF BENEVOLENT, CHARITABLE, EDUCATIONAL AND MISSIONARY ACTIVITIES OF THE PARISH, THE DIOCESE, OR ECUSA. 0 0 134650 104525 200 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. 134650 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 3 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X BRIAN GENDREAU 3528460273 100 NE 1ST ST GAINESVILLE FL 32601 X BRIAN GENDREAU PRESIDENT 1.00 0.00 X X 0 0 0 BETTY ALSOBROOK SECRETARY 1.00 0.00 X X 0 0 0 ANN PIERSON DIRECTOR 1.00 0.00 X 0 0 0 DAN BOYD DIRECTOR 1.00 0.00 X 0 0 0 JOHN JOPLING DIRECTOR 1.00 0.00 X 0 0 0 LEW GARRISH DIRECTOR 1.00 0.00 X 0 0 0 MARION RADSON DIRECTOR 1.00 0.00 X 0 0 0 PHYLLIS DELANEY DIRECTOR 1.00 0.00 X 0 0 0 0 0 0 0 0 0 0 COMMUNITY COUNSELING SERVICE CO LLC 527 MADISON AVENUE 5TH FLOOR NEW YORK NY 10022 FUNDRAISING CAMPAIGN MANAGEMENT 106963 1 243944 243944 ENDOWMENT MANAGEMENT INCOME 900099 200 200 200 206127 75 206052 2082004 2013565 68439 68439 68439 518710 200 75 274491 104525 104525 6744 6744 549 549 52565 2100 50465 106963 106963 35714 35714 12845 12845 10093 10093 1273 1273 28025 28025 291 291 5529 5529 REPAIRS & MAINTENANCE 6673 6673 371789 134650 130176 106963 40480 139825 65665 719550 390648 295802 369 369 6645 6797 544368 4683 539976 539685 4819571 4593182 10995 10995 5874349 6306205 8917 10889 424343 364352 645543 670586 1078803 1045827 X 447266 533534 4348280 4726844 4795546 5260378 5874349 6306205 X 146921 274332 26115 17464 X 1 X 0 1 0 X X 2 HOLY TRINITY EPISCOPAL CHURCH 590737888 1 1 131458 0 HOLY TRINITY EPISCOPAL SCHOOL 591558791 2 1 3192 0 2 134650 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART I, LINE 12G THE AMOUNTS ON LINE 12G REPRESENT FUNDS DIRECTLY PAID TO AND IN SUPPORT OF THE DIRECTLY SUPPORTED ORGANIZATIONS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4059711 30674 458104 146472 4402017 3798194 6470 352974 97927 4059711 3305446 983467 -381367 109352 3798194 2717194 149090 510123 70961 3305446 2562080 50000 179101 73987 2717194 0.78017 0.21983 0 0 90248 444024 534272 5825 412 5413 4271 4271 0 539685 LIABILITY UNDER CHARITABLE ANNUITY 8834 LIABILITY UNDER UNITRUST AGREEMENT 645601 DUE TO OTHERS 16151 670586 X 774791 274331 17464 291795 482996 35714 35714 518710 336075 0 336075 35714 35714 371789 PART V, LINE 4: THE FOUNDATION'S ENDOWMENT FUNDS ARE RECTOR RETIREMENT FUNDS, FUNDS FOR SCHOLARSHIPS TO CAMP WEED, AND FUNDS FOR EDUCATIONAL ACTIVITIES. THE FOUNDATION'S ENDOWMENT CONSISTS OF TEN INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES AND INCLUDES ONLY DONOR-RESTRICTED FUNDS. PART X, LINE 2: THE FOUNDATION IS A NON-PROFIT CORPORATION STATUTORILY EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. 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. THE FOUNDATION'S INCOME TAX RETURNS FOR THE PAST THREE YEARS ARE SUBJECT TO EXAMINATION BY TAX AUTHORITIES, AND MAY CHANGE UPON EXAMINATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 17,464. X X X X 1 COMMUNITY COUNSELING SERVICE CO LLC 527 MADISON AVENUE 5TH FLOOR NEW YORK NY 10022 FUNDRAISING CAMPAIGN MANAGEMENT 0 0 106963 -106963 106963 -106963 FL 1 HOLY TRINITY EPISCOPAL CHURCH 101 NE 1ST ST GAINVESVILLE FL 32601 590737888 501(C)(3) 101333 0 ASSISTANCE IS PROVIDED TO FUFILL THE ORGANIZATION'S MISSION OF SUPPORTING THE CHURCH AND SCHOOL. 1 0 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. THE SUPPORTED ORGANIZATION HAS BOARD OVERSIGHT OF THE FILING ORGANIZATION, AND AS SUCH, BOTH ORGANIZATIONS PERFORM DUE DILIGENCE ON THE EXPENDITURE OF THE FUNDS IN LINE WITH THE EXEMPT PURPOSES OF BOTH ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 1A THERE IS NOT CURRENTLY AN EXECUTIVE COMMITTEE IN PLACE. HOWEVER, THE BYLAWS STATE THAT IF AN EXECUTIVE COMMITTEE EXISTS, IT SHALL HAVE AND MAY EXERCISE ALL POWERS AND AUTHORITY OF THE BOARD OF TRUSTEES WHEN THE BOARD IS NOT IN SESSION, SUBJECT ONLY 'TO SUCH RESTRICTIONS OR LIMITATIONS AS THE BOARD OF TRUSTEES MAY FROM TIME TO TIME SPECIFY; PROVIDED, HOWEVER, THE EXECUTIVE COMMITTEE SHALL HAVE NO AUTHORITY TO ALTER, AMEND, OR REPEAL THE ARTICLES OF INCORPORATION OR THE BY-LAWS OF THE FOUNDATION OR TO APPOINT TRUSTEES. ALL ACTIONS OF THE EXECUTIVE COMMITTEE SHALL BE REPORTED IN WRITING TO THE TRUSTEES INDIVIDUALLY WITHIN THIRTY DAYS AFTER SUCH ACTION IS TAKEN OR AT A MEETING OF THE BOARD OF TRUSTEES IF A MEETING IS HELD WITHIN THAT PERIOD OF TIME. ALL ACTIONS OF THE EXECUTIVE COMMITTEE SHALL BE INCLUDED IN THE MINUTES OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7A AT A REGULAR MEETING OF THE VESTRY OF THE PARISH, THE PRESIDENT OF THE FOUNDATION, AS PROVIDED FOR IN THE BY LAWS, SHALL PRESENT FROM THE BOARD OF TRUSTEES TO THE VESTRY, RECOMMENDED CANDIDATES TO FILL VACANT OR EXPIRING SEATS. THE VESTRY MAY FILL THE VACANT OR EXPIRING SEATS FROM THE LIST RECOMMENDED BY THE BOARD OF TRUSTEES, OR THE VESTRY MAY CHOSE TO FILL SEATS FROM OTHERS SELECTED BY THE VESTRY. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION HAS NO COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION WILL PROVIDE 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 17,464. HOLY TRINITY EPISCOPAL CHURCH 101 NE 1ST ST GAINESVILLE FL 32601 590737888 RELIGIOUS ORGANIZATION FL 501(C)(3) LINE 1 N/A 0 HOLY TRINITY EPISCOPAL SCHOOL OF GAINESVILLE INC 301 N MAIN ST GAINESVILLE FL 32601 591558791 EDUCATIONAL ORGANIZATION FL 501(C)(3) LINE 2 HOLY TRINITY EPISCOPAL CHURCH 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 1 0 1 0 0