HOLY TRINITY EPISCOPAL FOUNDATION INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HOLY TRINITY EPISCOPAL FOUNDATION INC (EIN 23-7010230)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-15
- IRS object ID
- 201203209349305155
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-15T13:15:18-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593204548 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES MOORE & CO PL | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5931 NW 1ST PLACE | AddressLine1 |
| City | GAINESVILLE | City |
| State | FL | State |
| ZIP Code | 326072063 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237010230 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLY TRINITY EPISCOPAL FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HOLY | NameControl |
| Phone | 3523768201 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 357399 | AddressLine1 |
| City | GAINESVILLE | City |
| State | FL | State |
| ZIP Code | 326357399 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | OFFICER | Name |
| Title | PRESIDENT | Title |
| Phone | 3523768201 | Phone |
| Date Signed | 2012-11-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CAROL A VILLEMAIRE | Name |
| PTIN | P00005507 | PTIN |
| Phone | 3523781331 | Phone |
| Date Prepared | 2012-11-08 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JAMES SALTER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3940 NW 16TH BLVDBLDG B | AddressLine1 |
| City | GAINESVILLE | City |
| State | FL | State |
| ZIP Code | 32605 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2648150 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | HTTP://HOLYTRINITYEPISCOPALFOUNDATION.ORG/ | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1968 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 6 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 5 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1 | TotalNbrEmployees |
| Total Nbr Volunteers | 12 | TotalNbrVolunteers |
| Total Gross UBI | -42284 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -25696 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 254294 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 919107 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 76070 | InvestmentIncomePriorYear |
| Investment Income Current Year | 45643 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -59192 | OtherRevenuePriorYear |
| Other Revenue Current Year | 11515 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 271172 | TotalRevenuePriorYear |
| Total Revenue Current Year | 976265 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 303726 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 238992 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 55045 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 45327 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 27196 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 132412 | OtherExpensePriorYear |
| Other Expenses Current Year | 141574 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 491183 | TotalExpensesPriorYear |
| Total Expenses Current Year | 425893 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -220011 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 550372 | RevenuesLessExpensesCY |
| Total Assets BOY | 6340194 | TotalAssetsBOY |
| Total Assets EOY | 7061863 | TotalAssetsEOY |
| Total Liabilities BOY | 1637086 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1794788 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4703108 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 5267075 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 17400 | Expense |
| Description | PROVIDE FINANCIAL ASSISTANCE TO RETIRED CLERGY OF HOLY TRINITY PARISH AND THEIR SPOUSE. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 238992 | Expense |
| Grants | 238992 | Grants |
| Description | DONATIONS TO HOLY TRINITY EPISCOPAL CHURCH-GAINESVILLE, FLORIDA AND OTHER PARISH SUPPORTED CHARITIES | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 14284 | Expense |
| Description | 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 THREE CEEP CONFERENCES WHICH INCLUDED REGISTRATION FEES AND TRAVEL COSTS. LASTLY AN EMPLOYEE OF THE CHURCH ATTENDED A CONFERENCE WHICH INCLUDED REGISTRATION FEES AND TRAVEL COSTS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 33057 | Expense |
| Description | 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 | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 33057 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 303733 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 2 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 1 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 6 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 5 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 0 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES D SALTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3523768201 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 357399 | AddressLine1 |
| City | GAINESVILLE | City |
| State | FL | State |
| ZIP Code | 326357399 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (7 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| JAMES SALTER | ||||||
| PRES/TREAS/DIR | 2.00 | X | X | 0 | 0 | 0 |
| REV LOUANNE LOCH | ||||||
| DIRECTOR/RECTOR | 1.00 | X | X | 0 | 60599 | 122313 |
| BETTY ALSOBROOK | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| VIRGINIA MAURER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DAVID COLBURN | ||||||
| DIRECTOR/SENIOR WARDEN | 1.00 | X | X | 0 | 0 | 0 |
| WAYNE CASTELLO | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| HARVEY WARD | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 50000 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 50000 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 60599 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 122313 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 919107 | AllOtherContributions |
| Noncash Contributions | 837108 | NoncashContributions |
| Total Contributions | 919107 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 104230 | TotalRevenueColumn |
| Exclusion | $104,230 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 137889 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 126374 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 11515 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11515 | TotalRevenueColumn |
| Unrelated Business Revenue | -42284 | UnrelatedBusinessRevenue |
| Exclusion | $53,799 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1486924 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1545511 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -58587 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -58587 | TotalRevenueColumn |
| Exclusion | -$58,587 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 976265 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -42284 | UnrelatedBusinessRevenue |
| Exclusion | $99,442 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 238992 | Total |
| Program Services | 238992 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41602 | Total |
| Management And General | 16641 | ManagementAndGeneral |
| Fundraising | 24961 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3725 | Total |
| Management And General | 1490 | ManagementAndGeneral |
| Fundraising | 2235 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27335 | Total |
| Management And General | 27335 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17400 | Total |
| Program Services | 17400 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6482 | Total |
| Management And General | 6482 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19401 | Total |
| Management And General | 19401 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2880 | Total |
| Management And General | 2880 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23038 | Total |
| Program Services | 14284 | ProgramServices |
| Management And General | 8754 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7334 | Total |
| Management And General | 7334 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4616 | Total |
| Management And General | 4616 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| PROGRAM SERVICE INCARNA | 30290 | 30290 | |
| RECTOR EXPENSES | 2642 | 2642 | |
| MCGRIFF PROGRAM EXPENSE | 125 | 125 | |
| MEALS & ENTERTAINMENT | 31 | 31 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 425893 | Total |
| Program Services | 303733 | ProgramServices |
| Management And General | 94964 | ManagementAndGeneral |
| Fundraising | 27196 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34441 | BOY |
| EOY | 35558 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 275543 | BOY |
| EOY | 107049 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 50179 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5476 | BOY |
| EOY | 5476 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2943565 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 224640 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2590898 | BOY |
| EOY | 2718925 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3418333 | BOY |
| EOY | 3874772 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15503 | BOY |
| EOY | 269904 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6340194 | BOY |
| EOY | 7061863 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 880 | BOY |
| EOY | 37455 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1165767 | BOY |
| EOY | 1267527 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 470439 | BOY |
| EOY | 489806 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1637086 | BOY |
| EOY | 1794788 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3329910 | BOY |
| EOY | 3142765 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 642343 | BOY |
| EOY | 604154 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 730855 | BOY |
| EOY | 1520156 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4703108 | BOY |
| EOY | 5267075 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6340194 | BOY |
| EOY | 7061863 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 550372 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 13594 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type3 Func Int | X | SupportingOrg509a3Type3FuncInt |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLY TRINITY EPISCOPAL CHURCH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 590737888 | EIN |
| Type Of Organization | 1 | TypeOfOrganization |
| Listed In Governing Doc | 1 | ListedInGoverningDoc |
| Supported Organization Notified | 1 | SupportedOrganizationNotified |
| Organized In US | 1 | OrganizedInUS |
| Amount | $238,992 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 238992 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 730855 | BeginningOfYearBalance |
| Contributions | 789890 | Contributions |
| Investment Earnings Or Losses | 41909 | InvestmentEarningsOrLosses |
| Other Expenditures | 40735 | OtherExpenditures |
| End Of Year Balance | 1521919 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 550773 | BeginningOfYearBalance |
| Contributions | 180000 | Contributions |
| Investment Earnings Or Losses | 37654 | InvestmentEarningsOrLosses |
| Other Expenditures | 37572 | OtherExpenditures |
| End Of Year Balance | 730855 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 550773 | BeginningOfYearBalance |
| Contributions | 2425 | Contributions |
| Investment Earnings Or Losses | 25358 | InvestmentEarningsOrLosses |
| Other Expenditures | 27783 | OtherExpenditures |
| End Of Year Balance | 550773 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 550773 | BeginningOfYearBalance |
| Contributions | 603 | Contributions |
| Investment Earnings Or Losses | 197 | InvestmentEarningsOrLosses |
| Other Expenditures | 800 | OtherExpenditures |
| End Of Year Balance | 550773 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00120 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.99880 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 90248 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 1167000 | OtherCostOrOtherBasis |
| Book Value | 1257248 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1619953 | OtherCostOrOtherBasis |
| Depreciation | 198393 | Depreciation |
| Book Value | 1421560 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 58653 | OtherCostOrOtherBasis |
| Depreciation | 19423 | Depreciation |
| Book Value | 39230 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1665 | OtherCostOrOtherBasis |
| Depreciation | 778 | Depreciation |
| Book Value | 887 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6046 | OtherCostOrOtherBasis |
| Depreciation | 6046 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2718925 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO OTHERS | $7,741 |
| LIABILITY UNDER CHARITABLE ANNUITY | $26,724 |
| LIABILITY UNDER UNITRUST AGREEMENT | $455,341 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 489806 | TotalOfAmounts |
| Total Revenue | 976265 | TotalRevenue |
| Total Expenses | 425893 | TotalExpenses |
| Excess Or Deficit For Year | 550372 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 68818 | NetUnrealizedGLOnInvestments |
| Other | -$55,224 | OtherAmount |
| Total Adjustments | 13594 | TotalAdjustments |
| Excess Or Deficit Per FS | 563966 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1045084 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 68818 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 68818 | RevenueNotRptdF990 |
| Revenue Subtotal | 976266 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 976266 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 425893 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 425893 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 425893 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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: | 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. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANGE IN SPLIT INTEREST AGREEMENT -55,224. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLY TRINITY EPISCOPAL CHURCH | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 NE 1ST ST | AddressLine1 |
| City | GAINESVILLE | City |
| State | FL | State |
| ZIP Code | 32601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 590737888 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 238992 | AmountOfCashGrant |
| Purpose Of Grant | ASSISTANCE IS PROVIDED TO FUFILL THE ORGANIZATION'S MISSION OF SUPPORTING THE CHURCH. | PurposeOfGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | REV LOUANNE LOCH | NamePerson |
| Base Compensation Filing Org | 0 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 47286 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 13313 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 24221 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 98092 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 0 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 182912 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 667108 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 170000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: | Identifier |
| Return Reference | PART I, COLUMN (B): | ReturnReference |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 68,818. CHANGE IN SPLIT INTEREST AGREEMENT -55,224. TOTAL TO FORM 990, PART XI, LINE 5: 13,594. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| 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. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLY TRINITY EPISCOPAL CHURCH | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 NE 1ST ST | AddressLine1 |
| City | GAINESVILLE | City |
| State | FL | State |
| ZIP Code | 326015390 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 590737888 | EIN |
| Primary Activities | RELIGIOUS ORGANIZATION | PrimaryActivities |
| Legal Domicile State | FL | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 1 | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |