Form 990 for tax year 2024

Filed by HOLY TRINITY CHURCH FOUNDATION INC.

Totals

Total revenue: $1,255,870
Total expenses: $74,417
Contributions and grants received: $725,078
Grants paid: $67,032
Program service revenue: $0
Investment income: $530,792
Other revenue: $0
Total assets, end of year: $3,201,647
Total liabilities, end of year: $0
Net assets or fund balances, end of year: $3,201,647
Program services expenses (Part IX): $67,032
Management and general expenses: $7,385
Fundraising expenses: $0
Program service expenses (Part III): $67,032

Program services were 90.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

1a · Federated campaigns

$0
1b · Membership dues

$0
1c · Fundraising events

$0
1d · Related organizations

$500,000
1e · Government grants (contributions)

$0
1f · All other contributions, gifts and grants

$225,078
1g · Noncash contributions included above

$0
3 · Investment income

total $92,456 · related or exempt $92,456 · unrelated business $0 · excluded $0
4 · Income from investment of tax-exempt bond proceeds

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
5 · Royalties

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
6d · Net rental income or loss

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
7a · Gross sales of assets other than inventory

securities $815,476 · other assets $0
7b · Less cost or other basis and sales expenses

securities $377,140 · other assets $0
7c · Gain or loss

securities $438,336 · other assets $0
7d · Net gain or loss

total $438,336 · related or exempt $438,336 · unrelated business $0 · excluded $0
8a · Fundraising events: gross income

$0
8a · Fundraising events: contributions included on line 1c

$0
8b · Fundraising events: direct expenses

$0
8c · Net income from fundraising events

total $0 · unrelated business $0 · excluded $0
9a · Gaming: gross income

$0
9b · Gaming: direct expenses

$0
9c · Net income from gaming

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
11e · Other revenue, total

$0

Functional expenses

Part IX, the statement of functional expenses.

1 · Grants to domestic organizations and governments

total $48,262 · program services $48,262
2 · Grants to domestic individuals

total $18,770 · program services $18,770
3 · Grants to foreign organizations and individuals

total $0 · program services $0
11a · Fees: management

total $0 · program services $0 · management and general $0 · fundraising $0
11b · Fees: legal

total $0 · program services $0 · management and general $0 · fundraising $0
11c · Fees: accounting

total $0 · program services $0 · management and general $0 · fundraising $0
11d · Fees: lobbying

total $0 · program services $0 · management and general $0 · fundraising $0
11e · Fees: professional fundraising services

total $0 · fundraising $0
11f · Fees: investment management

total $7,385 · program services $0 · management and general $7,385 · fundraising $0
11g · Fees: other

total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $192,019 · end of year $441,284
2 · Savings and temporary cash investments

beginning of year $0 · end of year $0
3 · Pledges and grants receivable

beginning of year $1,570 · end of year $1,570
4 · Accounts receivable

beginning of year $0 · end of year $0
5 · Loans and receivables from officers and key people

beginning of year $0 · end of year $0
6 · Loans and receivables from disqualified persons

beginning of year $0 · end of year $0
7 · Other notes and loans receivable

beginning of year $0 · end of year $0
8 · Inventories for sale or use

beginning of year $0 · end of year $0
9 · Prepaid expenses and deferred charges

beginning of year $0 · end of year $0
10a · Land, buildings and equipment: cost or other basis

$0
10b · Land, buildings and equipment: accumulated depreciation

$0
10c · Land, buildings and equipment, net

beginning of year $0 · end of year $0
11 · Investments: publicly traded securities

beginning of year $0 · end of year $0
12 · Investments: other securities

beginning of year $0 · end of year $0
13 · Investments: program-related

beginning of year $0 · end of year $0
14 · Intangible assets

beginning of year $0 · end of year $0
15 · Other assets

beginning of year $2,143,232 · end of year $2,758,793
17 · Accounts payable and accrued expenses

beginning of year $0 · end of year $0
18 · Grants payable

beginning of year $0 · end of year $0
19 · Deferred revenue

beginning of year $0 · end of year $0
20 · Tax-exempt bond liabilities

beginning of year $0 · end of year $0
21 · Escrow or custodial account liability

beginning of year $0 · end of year $0
22 · Loans and payables to officers and key people

beginning of year $0 · end of year $0
23 · Secured mortgages and notes payable

beginning of year $0 · end of year $0
24 · Unsecured notes and loans payable

beginning of year $0 · end of year $0
25 · Other liabilities

beginning of year $0 · end of year $0
27 · Net assets without donor restrictions

beginning of year $1,301,543 · end of year $1,139,379
28 · Net assets with donor restrictions

beginning of year $1,035,278 · end of year $2,062,268

Mission and programs · 2024

Mission

TO RECEIVE AND ADMINISTER GIFTS AND BEQUESTS AND EXPEND FUNDS AS APPROPRIATE FOR RELIGIOUS CHARITABLE AND EDUCATIONAL PURPOSES PARTICUALARLY FOR FACILITIES REPAIRS AND IMPROVEMENTS TO HOLY TRINITY EPISCOPAL CHURCH.

THE FOUNDATION MAKES ANNUAL TRANSFERS TO HOLY TRINITY EPISCOPAL CHURCH TO ASSIST IN PROPERTY REPAIRS AND IMPROVEMENTS COMMUNITY OUTREACH AND YOUTH ACTIVITIES IN ACCORDANCE WITH THE MISSION OF THE FOUNDATION.

Expenses $48,262 · Grants $48,262
THE FOUNDATION AWARDS COLLEGE SCHOLARSHIPS TO STUDENTS WHO WHO ARE MEMBERS OF HOLY TRINITY EPISCOPAL CHURCH AND WHO DEMONSTRATE FINANCIAL NEED FOR POST-SECONDARY EDUCATION. THE FOUNDATION ALSO OCCASIONALLY FUNDS SCHOLARSHIPS FOR PRE-KINDERGARTEN CHILDREN TO THE HOLY TRINITY DAY SCHOOL. THESE SCHOLARSHIPS ARE AWARDED BASED ON THE FINANCIAL NEED OF THE PARENTS.

Expenses $18,770 · Grants $18,770

As filed on the 2024 return.

Listed in Part VII

Joe Weatherly

Chair

Total calculated

$0

Hours/week

0
Martha Stukes

Director

Total calculated

$0

Hours/week

0
Dodson Schenck

Director

Total calculated

$0

Hours/week

0
Bob Edmunds

Director

Total calculated

$0

Hours/week

0
Amy Klass

Director

Total calculated

$0

Hours/week

0
Will DuBose

Director

Total calculated

$0

Hours/week

0
Trude McCarty

Director

Total calculated

$0

Hours/week

0
Joe Brower

Treasurer

Total calculated

$0

Hours/week

0
David Umphlett

Ex Officio

Total calculated

$0

Hours/week

0

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

HOLY TRINITY EPISCOPAL CHURCH

$48,262

ASSIST IN PROPERTY REPAIRS AND IMPROVEMENTS IN ACCORDANCE WITH THE MISSION OF THE FOUNDATION.

Provenance

Return type: form_990
Tax year: 2024
Filed: 12 November 2025
IRS schema version: 2024v5.1
Source object: 202523169349303007

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