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← HOLY TRINITY CATHOLIC SCHOOLS EDUCATIONAL FOUNDATION

Form 990 for tax year 2023

Filed by HOLY TRINITY CATHOLIC SCHOOLS EDUCATIONAL FOUNDATION.

Totals

Total revenue
$93,502
Total expenses
$94,815
Contributions and grants received
$76,548
Grants paid
$90,006
Program service revenue
$0
Investment income
$16,954
Other revenue
$0
Total assets, end of year
$1,575,700
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,575,700
Program services expenses (Part IX)
$90,006
Management and general expenses
$4,809
Fundraising expenses
$0
Program service expenses (Part III)
$90,006

Program services were 94.9% 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

    $76,548

  • 3 · Investment income

    total $30,123 · excluded $30,123

  • 7a · Gross sales of assets other than inventory

    securities $298,053 · other assets $13,181

  • 7b · Less cost or other basis and sales expenses

    securities $324,403

  • 7c · Gain or loss

    securities -$26,350 · other assets $13,181

  • 7d · Net gain or loss

    total -$13,169 · related or exempt -$26,350 · excluded $13,181

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $90,006 · program services $90,006

  • 11f · Fees: investment management

    total $2,606 · management and general $2,606

  • 13 · Office expenses

    total $586 · management and general $586

  • 23 · Insurance

    total $1,408 · management and general $1,408

  • 24a · Other expenses: FOREIGN TAXES

    total $209 · management and general $209

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $42,051 · end of year $86,065

  • 11 · Investments: publicly traded securities

    beginning of year $1,334,570 · end of year $1,489,635

  • 31 · Retained earnings, endowment or other funds

    beginning of year $1,376,621 · end of year $1,575,700

Mission and programs · 2023

Mission

SUPPORT THE LOCAL CATHOLIC SCHOOL SYSTEM

Activities or mission (Part I)

THE HOLY TRINITY CATHOLIC SCHOOLS EDUCATIONAL FOUNDATION EXISTS TO SUPPORT THE LOCAL CATHOLIC SCHOOL SYSTEM.

  • ALL INCOME (AFTER EXPENSES) GOES TO THE LOCAL CATHOLIC SCHOOL SYSTEM TO BE PRIMARITY DISTRIBUTED AS SCHOLARSHIPS/TUITION ASSISTANCE.

    Expenses $90,006 · Grants $90,006

As filed on the 2023 return.

Listed in Part VII

  • Karen Becker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Fr Dan Dorau

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Brian Foecke

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    1

  • Dennis Menke

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Larry Menke

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Justin Pieper

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Chad Ward

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Cindy Wellman

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Tom Wilkens

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

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
2023
Filed
22 July 2024
IRS schema version
2023v5.0
Source object
202412349349301801

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