Nonprofit · EIN 58-1752179
TRINITY EPISCOPAL SCHOOL ENDOWMENT TRUST II
Tax-exempt · NEW ORLEANS, LA 70130
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $302,407 | $190,110 | $112,297 | $6,956,327 | $165,038 | $6,791,289 |
| June 30, 2024 | 990 | $183,732 | $226,132 | -$42,400 | $6,558,724 | $78,391 | $6,480,333 |
| June 30, 2023 | 990 | $1,230,536 | $254,590 | $975,946 | $6,143,836 | $69,891 | $6,073,945 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $36,700
- Program service revenue
- $0
- Investment income
- $265,707
- Net gain from sales of assets
- $100,278
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $156,644
- Management and general (functional)
- $33,466
Balance sheet and other
- Total assets, start of year
- $6,558,724
- Total assets, end of year
- $6,956,327
- Total liabilities, end of year
- $165,038
- Net assets, end of year
- $6,791,289
- Net assets without donor restrictions
- $1,966,698
- Net assets with donor restrictions
- $4,824,591
- Gross receipts
- $994,368
- Employees
- 0
- Volunteers
- 4
- Year formed
- 1987
- State of legal domicile
- LA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MIRIAM HENRY | TRUSTEE Trustee or director | 1 | $0 |
| FRITZ GOMILA | TRUSTEE Trustee or director | 1 | $0 |
| JOHN NIESET | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MIRIAM HENRY | TRUSTEE Trustee or director | 1 | $0 |
| FRITZ GOMILA | TRUSTEE Trustee or director | 1 | $0 |
| JOHN NIESET | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MIRIAM HENRY | TRUSTEE Trustee or director | 1 | $0 |
| FRITZ GOMILA | TRUSTEE Trustee or director | 1 | $0 |
| JOHN NIESET | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1329 JACKSON AVE, NEW ORLEANS, LA 70130-5131
- Principal officer (990 for 2024)
- BERNADETTE LUCAS, 1329 JACKSON AVENUE, NEW ORLEANS, LA 70130
- Signed the 990
- BERNADETTE LUCAS, CHIEF FINANCIAL OFFICER
- Phone
- (504) 525-8661
- Return prepared by
- WEGMANN DAZET APC
Mission
PROVIDES CONTINUING FINANCIAL SUPPORT TO TRINITY EPISCOPAL SCHOOL, A PROGRAM OF TRINITY CHURCH.
Program accomplishments
- PROVIDED FINANCIAL SUPPORT TO TRINITY EPISCOPAL SCHOOL, A PROGRAM OF TRINITY CHURCH.Expenses $156,644
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 58-1752179
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1988
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $6,956,327
- Income (IRS master file)
- $994,368
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $302,407 | $190,110 | $6,956,327 | IRS |
| 990 | June 2024 | $183,732 | $226,132 | $6,558,724 | XML |
| 990 | June 2023 | $1,230,536 | $254,590 | $6,143,836 | XML |
| 990 | June 2022 | $273,914 | $244,652 | $4,791,065 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 58-1752179).
Questions about TRINITY EPISCOPAL SCHOOL ENDOWMENT TRUST II
- What is the EIN of TRINITY EPISCOPAL SCHOOL ENDOWMENT TRUST II?
- The employer identification number (EIN) of TRINITY EPISCOPAL SCHOOL ENDOWMENT TRUST II is 58-1752179.
- Is TRINITY EPISCOPAL SCHOOL ENDOWMENT TRUST II tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to TRINITY EPISCOPAL SCHOOL ENDOWMENT TRUST II tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does TRINITY EPISCOPAL SCHOOL ENDOWMENT TRUST II file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of TRINITY EPISCOPAL SCHOOL ENDOWMENT TRUST II due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TRINITY EPISCOPAL SCHOOL ENDOWMENT TRUST II last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of TRINITY EPISCOPAL SCHOOL ENDOWMENT TRUST II?
- The 990 for the year ended June 30, 2025 names BERNADETTE LUCAS.
- Who are the officers and directors of TRINITY EPISCOPAL SCHOOL ENDOWMENT TRUST II?
- The 990 for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does TRINITY EPISCOPAL SCHOOL ENDOWMENT TRUST II have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $302,407, expenses of $190,110 and total assets of $6,956,327 at year end.
Other nonprofits in NEW ORLEANS
- OCHSNER CLINIC FOUNDATION EIN 72-0502505 · last filed 990 for 2024
- THE ADMINISTRATORS OF THE TULANE EDUCATIONAL FUND EIN 72-0423889 · last filed 990 for 2025
- LOUISIANA CHILDRENS MEDICAL CENTER EIN 94-3480131 · last filed 990 for 2024
- UNIVERSITY MEDICAL CENTER MANAGEMENT CORPORATON EIN 25-1925187 · last filed 990 for 2024
- CHILDRENS HOSPITAL INC EIN 72-0467503 · last filed 990 for 2024
- TOURO INFIRMARY EIN 72-0423659 · last filed 990 for 2024
- LOYOLA UNIVERSITY EIN 72-0408946 · last filed 990 for 2025
- XAVIER UNIVERSITY OF LOUISIANA EIN 72-0635884 · last filed 990 for 2025