Form 990 for tax year 2023
Filed by HOLY TRINITY GREEK ORTHODOX FOUNDATION OF CHARLOTTE NC.
Totals
- Total revenue
- $107,778
- Total expenses
- $67,740
- Contributions and grants received
- $42,102
- Grants paid
- $41,500
- Program service revenue
- $0
- Investment income
- $65,676
- Other revenue
- $0
- Total assets, end of year
- $1,686,696
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $1,686,696
- Program services expenses (Part IX)
- $41,500
- Management and general expenses
- $26,240
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $41,500
Program services were 61.3% 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.
-
1f · All other contributions, gifts and grants
$42,102
-
3 · Investment income
total $65,676
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $41,500 · program services $41,500
-
2 · Grants to domestic individuals
total $0
-
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
-
11f · Fees: investment management
total $13,133 · management and general $13,133
-
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 $795 · management and general $795
-
24a · Other expenses: Bank Service Charges
total $15 · management and general $15
-
24b · Other expenses: Memorial Sunday Expenses
total $11,196 · management and general $11,196
-
24c · Other expenses: Office Administration
total $184 · management and general $184
-
24d · Other expenses: Postage Office Supplies
total $315 · management and general $315
-
24e · All other expenses
total $602 · management and general $602
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $56,953 · end of year $42,524
-
4 · Accounts receivable
beginning of year $1,139 · end of year $1,334
-
11 · Investments: publicly traded securities
beginning of year $1,499,796 · end of year $1,642,838
-
17 · Accounts payable and accrued expenses
beginning of year $2,499
-
27 · Net assets without donor restrictions
beginning of year $348,983 · end of year $438,188
-
28 · Net assets with donor restrictions
beginning of year $1,206,406 · end of year $1,248,508
Mission and programs · 2023
Mission
Donate to religious, charitable, educational causes and provide assistance to the needy.
-
Assistance to the Needy
-
Contributions to Greek Orthodox Charitable and Educational Organizations
Expenses $20,500
-
Contributions to Local and National Charitable Organizations
Expenses $21,000
As filed on the 2023 return.
Listed in Part VII
-
Nick Kantsios
Vice-Chairman
- Total calculated
- $0
- Hours/week
- 2
-
George Andrinopoulos
Chairman
- Total calculated
- $0
- Hours/week
- 2
-
George C Zogzas
Secretary
- Total calculated
- $0
- Hours/week
- 2
-
George C Copsis
Treasurer
- Total calculated
- $0
- Hours/week
- 2
-
Yanni Haralambous
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Nick X Nixon
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Tommy Skenteris
Trustee
- Total calculated
- $0
- Hours/week
- 2
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 Greek Orthodox Cathedral
$5,000
Fund St Sophia School
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 9 May 2024
- IRS schema version
- 2023v5.0
- Source object
- 202411309349304716
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