Form 990 for tax year 2025
Filed by HOLY TRINITY CHURCH FOUNDATION INC.
Totals
- Total revenue
- $2,345,456
- Total expenses
- $102,599
- Contributions and grants received
- $2,124,307
- Grants paid
- $85,438
- Program service revenue
- $0
- Investment income
- $221,149
- Other revenue
- $0
- Total assets, end of year
- $5,925,233
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $5,925,233
- Program services expenses (Part IX)
- $85,438
- Management and general expenses
- $17,161
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $85,438
Program services were 83.3% 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.
-
1d · Related organizations
$500,000
-
1f · All other contributions, gifts and grants
$1,624,307
-
1g · Noncash contributions included above
$517,960
-
3 · Investment income
total $191,616 · related or exempt $191,616
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $29,533
-
7c · Gain or loss
securities $29,533
-
7d · Net gain or loss
total $29,533 · related or exempt $29,533
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $69,438 · program services $69,438
-
2 · Grants to domestic individuals
total $16,000 · program services $16,000
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $11,798 · management and general $11,798
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $0
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $2,064 · management and general $2,064
-
24a · Other expenses: Taxes and Licenses
total $3,299 · management and general $3,299
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $441,284 · end of year $255,760
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
beginning of year $1,570 · end of year $0
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
end of year $5,669,473
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $2,758,793 · end of year $0
-
27 · Net assets without donor restrictions
beginning of year $1,139,379 · end of year $2,855,153
-
28 · Net assets with donor restrictions
beginning of year $2,062,268 · end of year $3,070,080
Mission and programs · 2025
Mission
To receive and administer gifts and bequests and expend funds as appropriate for religious, charitable and educational purposes, particularly 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 in accordance with the mission of the foundation.
Expenses $69,438 · Grants $69,438
-
The foundation awards college scholarships to students 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 Episcopal Church Day School. These scholarships are awarded based on the financial need of the parents.
Expenses $16,000 · Grants $16,000
As filed on the 2025 return.
Listed in Part VII
-
Joe Weatherly
Chair
- Total calculated
- $0
- Hours/week
- 0
-
Bob Edmunds
Director
- Total calculated
- $0
- Hours/week
- 0
-
Hattie Aderholdt
Director
- Total calculated
- $0
- Hours/week
- 0
-
William Dubose
Director
- Total calculated
- $0
- Hours/week
- 0
-
Tom Stukes
Director
- Total calculated
- $0
- Hours/week
- 0
-
Amy Klass
Director
- Total calculated
- $0
- Hours/week
- 0
-
David Umphlett
Ex Officio
- Total calculated
- $0
- Hours/week
- 0
-
Joe Brower
Treasurer
- 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
-
$69,438
See Supplemental Information
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(c)(3) · Church · NC
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 25 August 2026
- IRS schema version
- 2025v4.1
- Source object
- 202622379349300542
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