2017-11-13T10:09:23-06:00 2016-12-31 593204548 JAMES MOORE & CO PL 5931 NW 1ST PLACE GAINESVILLE FL 326072063 990 2016-01-01 237010230 HOLY TRINITY EPISCOPAL FOUNDATION INC HOLY 3523768201 PO BOX 357399 GAINESVILLE FL 326357399 JAMES SALTER PRESIDENT 3523768201 2017-11-13 1 CAROL A VILLEMAIRE P00005507 3523781331 2017-11-07 71.16.127.2 2017-11-13 09:26:47 ES P E686C24F00F2D225C1B4E85D141D3A07903427BC BB53E511994732371DD84FCEC4B6477C5F5F0704 2016 2017-02-10 21:41:12Z JAMES SALTER 3940 NW 16TH BLVDBLDG B GAINESVILLE FL 32605 591432 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. 8 7 1 0 -4588 -4588 34798 190612 0 0 164063 134814 -10935 18282 187926 343708 149529 125543 0 0 46350 59208 0 0 32192 217240 191727 413119 376478 -225193 -32770 5265146 5135108 2305315 2047511 2959831 3087597 X 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 15950 PROVIDE FINANCIAL ASSISTANCE TO RETIRED CLERGY OF HOLY TRINITY PARISH AND THEIR SPOUSE. 125543 125543 DONATIONS TO HOLY TRINITY EPISCOPAL CHURCH-GAINESVILLE, FLORIDA AND OTHER PARISH SUPPORTED CHARITIES 3652 FUNDING TO HOLY TRINITY PARISH RECTOR FOR RECTOR DISCRETIONARY FUND 44096 PROVISION OF HOME FOR TRINITY CHILDCARE CENTER; EDUCATION PROGRAMS; FUNDING TO ASSIST WITH MAJOR NEEDS OF THE CHAPEL OF THE INCARNATION 44096 189241 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 6 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 X 8 7 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X JAMES D SALTER 3523768201 PO BOX 357399 GAINESVILLE FL 326357399 JAMES SALTER PRES/TREAS/DIR 2.00 X X 0 0 0 SANDRA FACKLER DIRECTOR 1.00 X 0 0 0 ANN PIERSON DIRECTOR 1.00 X 0 0 0 BETTY ALSOBROOK DIRECTOR 1.00 X 0 0 0 DAVID COLBURN DIRECTOR 1.00 X 0 0 0 LOUANNE LOCH DIRECTOR/RECTOR 1.00 40.00 X X 0 51242 94865 BOB STRIPLING DIRECTOR/SENIOR WARDEN 1.00 X X 0 0 0 VIRGINIA MAURER DIRECTOR 1.00 X 0 0 0 REED FREEMAN DIRECTOR/RECTOR 1.00 40.00 X X 0 10667 6000 HARVEY WARD EXECUTIVE DIRECTOR 40.00 X 60000 0 0 60000 61909 100865 0 0 0 0 0 190612 190612 110017 110017 43042 24760 18282 18282 -4588 22870 247214 547 222797 167 24417 380 24797 24797 343708 0 -4588 157684 125543 125543 55081 27540 27541 4127 2064 2063 43824 1545 42279 20874 20874 15950 15950 5176 312 4864 14230 14230 8277 8277 6703 6703 25852 25852 7882 7882 10693 10693 RING EDUCATION 13860 13860 REPAIRS & MAINTENANCE 9889 410 9479 RECTOR EXPENSES 2962 2962 FUNDRAISING 2588 2588 2967 2807 160 376478 189241 155045 32192 77928 153295 376075 150141 5663 2082 7598 10007 1217506 180122 1055258 1037384 3235060 3464893 507564 317306 5265146 5135108 1716331 1459257 588984 588254 2305315 2047511 X 603645 621113 493619 589209 1862567 1877275 2959831 3087597 5265146 5135108 X -32770 160988 -452 X X 0 1 X 1 0 X X 2 HOLY TRINITY EPISCOPAL CHURCH 590737888 1 1 125543 0 HOLY TRINITY EPISCOPAL SCHOOL 591558791 2 1 0 0 2 125543 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 X 1 0 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. 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1975621 8065 187197 91638 2079245 2079986 16437 -63422 57380 1975621 2122122 400 112236 77690 2079986 1554270 300562 308222 40932 2122122 1521919 5100 91645 64394 1554270 0.90290 0.09710 0 0 534272 534272 668992 169561 499431 14242 10561 3681 1037384 OTHER INVESTMENTS 7795 UTILITY DEPOSIT 3200 DUE FROM HOLY TRINITY EPISCOPAL CHURCH 306311 317306 DUE TO OTHERS 76804 LIABILITY UNDER CHARITABLE ANNUITY 13165 LIABILITY UNDER UNITRUST AGREEMENT 498285 588254 X 483822 160988 160988 322834 20874 20874 343708 355604 0 355604 20874 20874 376478 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 GAINESVILLE FL 32601 590737888 501(C)(3) 125543 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. 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 B, LINE 15 EACH YEAR, THE BOARD PRESIDENT APPOINTS A COMPENSATION AND BENEFITS COMMITTEE WHICH REVIEWS THE PERFORMANCE OF THE EXECUTIVE DIRECTOR. THE COMPENSATION AND BENEFITS COMMITTEE THEN RECOMMENDS FOR APPROVAL TO THE EXECUTIVE BOARD THE COMPENSATION AND BENEFITS OF THE EXECUTIVE DIRECTOR. THIS IS PERFORMED WITH THE OBJECTIVE OF PROVIDING A REASONABLE AND COMPETITIVE SALARY CONSISTENT WITH MARKET-BASED COMPENSATION PRACTICES. 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 -452. 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 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0