Nonprofit · EIN 74-6078119
TRINITY EPISCOPAL SCHOOL EXPANSION AND EXCELLENCE FUND
Tax-exempt · GALVESTON, TX 77550
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $26,661 | $7,028 | $19,633 | $958,141 | $0 | $958,141 |
| July 31, 2024 | 990 | $29,786 | $6,832 | $22,954 | $872,067 | $0 | $872,067 |
| July 31, 2023 | 990 | $94,056 | $425,777 | -$331,721 | $764,714 | $0 | $764,714 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $26,661
- Net gain from sales of assets
- $6,276
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Management and general (functional)
- $7,028
Balance sheet and other
- Total assets, start of year
- $872,067
- Total assets, end of year
- $958,141
- Total liabilities, end of year
- $0
- Net assets, end of year
- $958,141
- Publicly traded securities
- $958,141
- Net assets without donor restrictions
- $491,939
- Net assets with donor restrictions
- $466,202
- Gross receipts
- $36,826
- Employees
- 0
- Volunteers
- 4
- Year formed
- 1966
- State of legal domicile
- TX
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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Mark Fallo | Head of School Officer | 1 | $0 | $197,348 | $9,010 |
| Rev Jimmy Abbott | Rector Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Mary Patricia Adams | President Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Dotsy Balentine | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Charles Worthen | Trustee Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended July 31, 2024: 5 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Mark Fallo | Head of School Officer | 1 | $0 | $200,000 | $9,100 |
| Rev Jimmy Abbott | Rector Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Mary Patricia Adams | President Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Dotsy Balentine | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Charles Worthen | Trustee Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended July 31, 2023: 6 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| Marie Heller Kidd | Interim Head of School (to July) Officer | 1 | $0 | $182,667 |
| Rev Jimmy Abbott | Rector Trustee or director, Officer | 1 | $0 | $0 |
| Mary Patricia Adams | President Trustee or director, Officer | 1 | $0 | $0 |
| Dotsy Balentine | Trustee Trustee or director | 1 | $0 | $0 |
| Charles Worthen | Trustee Trustee or director | 1 | $0 | $0 |
| Mark Fallo | Head of School (from July) Officer | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 720 TREMONT, GALVESTON, TX 77550-2202
- In care of
- % FRED BRADFORD
- Principal officer (990 for 2024)
- Mark Fallo, 720 Tremont, Galveston, TX 77550
- Signed the 990
- Mark Fallo, Head of School
- Phone
- (409) 765-9391
- Return prepared by
- Blazek & Vetterling
Mission
To support Trinity Episcopal School.
Program accomplishments
- Trinity Episcopal School Expansion and Excellence Trust provides financial support for the educational programs and facilities of The Trinity Episcopal School.
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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 | Check at the IRS |
IRS record
- EIN
- 74-6078119
- 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
- 1967
- Accounting year ends
- June
- Files
- Form 990-N (e-Postcard)
- Assets (IRS master file)
- $958,141
- Income (IRS master file)
- $36,826
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $26,661 | $7,028 | $958,141 | XML |
| 990 | July 2024 | $29,786 | $6,832 | $872,067 | XML |
| 990 | July 2023 | $94,056 | $425,777 | $764,714 | XML |
| 990 | July 2022 | $62,548 | $0 | $1,122,752 | IRS |
| 990 | July 2021 | – | – | – | IRS |
| 990 | July 2020 | – | – | – | IRS |
| 990 | July 2019 | – | – | – | IRS |
| 990 | July 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 74-6078119).
Questions about TRINITY EPISCOPAL SCHOOL EXPANSION AND EXCELLENCE FUND
- What is the EIN of TRINITY EPISCOPAL SCHOOL EXPANSION AND EXCELLENCE FUND?
- The employer identification number (EIN) of TRINITY EPISCOPAL SCHOOL EXPANSION AND EXCELLENCE FUND is 74-6078119.
- Is TRINITY EPISCOPAL SCHOOL EXPANSION AND EXCELLENCE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1967.
- Are donations to TRINITY EPISCOPAL SCHOOL EXPANSION AND EXCELLENCE FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does TRINITY EPISCOPAL SCHOOL EXPANSION AND EXCELLENCE FUND file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of TRINITY EPISCOPAL SCHOOL EXPANSION AND EXCELLENCE FUND 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 EXPANSION AND EXCELLENCE FUND 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 EXPANSION AND EXCELLENCE FUND?
- The 990 for the year ended June 30, 2025 names Mark Fallo.
- Who are the officers and directors of TRINITY EPISCOPAL SCHOOL EXPANSION AND EXCELLENCE FUND?
- The 990 for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does TRINITY EPISCOPAL SCHOOL EXPANSION AND EXCELLENCE FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $26,661, expenses of $7,028 and total assets of $958,141 at year end.
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