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← ENDOWMENT FOUND OF HOLY TRINITY LUTHERAN CHURCH OF HICKORY NC INC

Form 990 for tax year 2022

Filed by ENDOWMENT FOUND OF HOLY TRINITY LUTHERAN CHURCH OF HICKORY NC INC.

Totals

Total revenue
$65,729
Total expenses
$142,307
Contributions and grants received
$835
Grants paid
$116,936
Program service revenue
$0
Investment income
$64,894
Other revenue
$0
Total assets, end of year
$3,637,927
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$3,637,927
Program services expenses (Part IX)
$116,936
Management and general expenses
$25,371
Fundraising expenses
$0
Program service expenses (Part III)
$116,936

Program services were 82.2% 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

    $835

  • 3 · Investment income

    total $64,894 · unrelated business $0 · excluded $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $104,036 · program services $104,036

  • 2 · Grants to domestic individuals

    total $12,900 · program services $12,900

  • 11c · Fees: accounting

    total $1,958 · program services $0 · management and general $1,958 · fundraising $0

  • 11f · Fees: investment management

    total $23,413 · program services $0 · management and general $23,413 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $3,291,484 · end of year $3,621,544

  • 15 · Other assets

    beginning of year $59,115 · end of year $16,383

  • 27 · Net assets without donor restrictions

    beginning of year $1,501,555 · end of year $2,022,516

  • 28 · Net assets with donor restrictions

    beginning of year $1,849,044 · end of year $1,615,411

Mission and programs · 2022

Mission

The foundation exists to assist members who wish to provide a living memorial which will support the life and the future of the church and to provide seminary scholarships.

  • Assistance to Organizations in the US through Holy Trinity Lutheran Church as well as Ministry and Outreach.

    Expenses $104,036 · Revenue $57,706

  • Seminary and College Scholarships for students

    Expenses $12,900 · Revenue $8,023

As filed on the 2022 return.

Listed in Part VII

  • Adair Bowman

    President

    Total calculated
    $0

  • Tiffany Brittain

    Past President

    Total calculated
    $0

  • Doug Dickson

    Treasurer

    Total calculated
    $0

  • Jeff Gniadek

    Vice President

    Total calculated
    $0

  • Susan Quinn

    Secretary

    Total calculated
    $0

  • Jeff Osborne

    Director

    Total calculated
    $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

Provenance

Return type
form_990
Tax year
2022
Filed
15 August 2024
IRS schema version
2022v5.0
Source object
202402289349303815

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