2013-10-15T07:21:11-05:00 2012-12-31 593204548 JAMES MOORE & CO PL 5931 NW 1ST PLACE GAINESVILLE FL 326072063 990 2012-01-01 237010230 HOLY TRINITY EPISCOPAL FOUNDATION INC HOLY 3523768201 PO BOX 357399 GAINESVILLE FL 326357399 JAMES SALTER 3523768201 2013-10-02 1 CAROL A VILLEMAIRE P00005507 3523781331 2013-10-02 2012 2016-03-07 17:11:31Z JAMES SALTER 3940 NW 16TH BLVDBLDG B GAINESVILLE FL 32605 1121358 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. 7 6 1 0 -41746 -24968 919107 22720 0 0 45643 142869 11515 61387 976265 226976 238992 207576 0 0 45327 51275 0 0 46574 141574 193253 425893 452104 550372 -225128 7061863 7669728 1794788 2553649 5267075 5116079 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 15050 PROVIDE FINANCIAL ASSISTANCE TO RETIRED CLERGY OF HOLY TRINITY PARISH AND THEIR SPOUSE. 207576 207576 31400 DONATIONS TO HOLY TRINITY EPISCOPAL CHURCH-GAINESVILLE, FLORIDA AND OTHER PARISH SUPPORTED CHARITIES 24092 EDUCATION PROGRAMS-THE FOUNDATION JOINED THE CONSORTIUM OF ENDOWED EPISCOPAL PARISHES (CEEP) AND PAID DUES TO BE A MEMBER OF THE CONSORTIUM. ADDITIONALLY SEVERAL BOARD MEMBERS ATTENDED CEEP CONFERENCES WHICH INCLUDED REGISTRATION FEES AND TRAVEL COSTS. LASTLY OTHER EMPLOYEES OF THE CHURCH ATTENDED CONFERENCES WHICH INCLUDED REGISTRATION FEES AND TRAVEL COSTS. 33678 PROVISION OF HOME FOR TRINITY CHILDCARE CENTER; FUNDING TO HOLY TRINITY PARISH RECTOR FOR RECTOR DISCRETIONARY FUND; FUNDING TO ASSIST WITH MAJOR NEEDS OF THE CHAPEL OF THE INCARNATION 33678 280396 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 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 5 0 1 1 1 1 0 0 0 0 0 0 0 0 0 X 7 6 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 2.00 X X 0 0 0 VIRGINIA MAURER 1.00 X 0 0 0 WAYNE CASTELLO 1.00 X 0 0 0 BETTY ALSOBROOK 1.00 X 0 0 0 DAVID COLBURN 1.00 X 0 0 0 LOUANNE LOCH 1.00 X X 0 65717 123064 ANN PIERSON 1.00 X X 0 0 0 HARVEY WARD 40.00 X 0 0 0 0 65717 123064 0 0 1 0 0 22720 22720 124797 124797 116741 86754 29987 29987 -41746 71733 825700 807628 18072 18072 18072 OTHER INCOME 999999 31400 31400 31400 226976 31400 -41746 214602 207576 207576 47596 14278 33318 3679 1104 2575 28133 28133 16157 16157 15050 15050 13309 13309 12787 12787 6377 947 5430 1990 500 1490 18200 18200 19558 19558 6644 6644 RING EDUCATION 17523 17523 OTHER EXPENSES 10681 10681 PROGRAM SERVICE INCARNA 9784 9784 REPAIRS & MAINTENANCE 5783 5783 11277 10816 461 452104 280396 125134 46574 35558 32889 107049 339135 50179 163738 5476 12548 3446211 276813 2718925 3169398 3874772 3534554 269904 417466 7061863 7669728 37455 13804 1267527 2017819 489806 522026 1794788 2553649 X 3142765 2972733 604154 611705 1520156 1531641 5267075 5116079 7061863 7669728 X -225128 54668 19464 X X 0 1 X 1 0 X X X 0 0 0 HOLY TRINITY EPISCOPAL CHURCH 590737888 1 1 1 1 207576 1 207576 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1521919 5100 91645 64394 1554270 730855 789890 41909 40735 1521919 550773 180000 37654 37572 730855 550773 2425 25358 27783 550773 550773 603 197 800 550773 0.98540 0.01460 0 0 90248 1422020 1512268 1858723 242173 1616550 58652 22573 36079 10522 6021 4501 6046 6046 0 3169398 OTHER INVESTMENTS 7795 DUE FROM HOLY TRINITY EPISCOPAL CHURCH 404133 DIVIDENDS AND INTEREST RECEIVABLE 2978 UTILITY DEPOSIT 2560 417466 DUE TO OTHERS 7665 LIABILITY UNDER CHARITABLE ANNUITY 15560 LIABILITY UNDER UNITRUST AGREEMENT 498801 522026 X 265537 54718 54718 210819 16157 16157 226976 435947 0 435947 16157 16157 452104 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE FOUNDATION'S ENDOWMENT FUNDS ARE RECTOR RETIREMENT FUNDS, FUNDS FOR SCHOLARSHIPS TO CAMP WEED AND TO FUND EDUCATIONAL ACTIVITIES. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE FOUNDATION HAS REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF EACH OF ITS TAX POSITIONS IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS OF THE FOUNDATION. 1 HOLY TRINITY EPISCOPAL CHURCH 101 NE 1ST ST GAINESVILLE FL 32601 590737888 501(C)(3) 207576 ASSISTANCE IS PROVIDED TO FUFILL THE ORGANIZATION'S MISSION OF SUPPORTING THE CHURCH. PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 LOUANNE LOCH 0 52970 0 0 0 12747 0 25093 0 97971 0 188781 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION HAS NO COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN SPLIT INTEREST AGREEMENT 19,464. 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 0 1 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0