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Nonprofit · EIN 90-0718267

HOLY TRINITY EPISCOPAL CHURCH FOUNDATION INC

Tax-exempt · MELBOURNE, FL 32901

Financials

$555K$542K2023$1.1M$602K2024
Revenue Expenses · by fiscal year end
Financials of HOLY TRINITY EPISCOPAL CHURCH FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$1,058,715$601,626$457,089$11,243,914$0$11,243,914
December 31, 2023990$555,190$541,756$13,434$10,235,569$0$10,235,569
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$213,496
Program service revenue
$0
Investment income
$704,557
Net gain from sales of assets
$451,150
Other revenue
$140,662

Expenses

Grants and similar amounts paid
$501,575
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$3,630
Program services (functional)
$597,996
Management and general (functional)
$3,630

Balance sheet and other

Total assets, start of year
$10,235,569
Total assets, end of year
$11,243,914
Total liabilities, end of year
$0
Net assets, end of year
$11,243,914
Publicly traded securities
$10,729,949
Net assets without donor restrictions
$11,243,914
Gross receipts
$4,914,564
Employees
0
Volunteers
10
Year formed
2003
State of legal domicile
FL

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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
WILLIAM PETERSPRESIDENT
Trustee or director, Officer
1$0
DR SHARON F JONESVICE PRESIDENT
Trustee or director, Officer
1$0
FRANK DAWSONTREASURER AND CHAIR
Trustee or director, Officer
1$0
SAMUEL T NUNEZSECRETARY
Trustee or director, Officer
1$0
FAYE BOTTOMLEYBOARD MEMBER
Trustee or director
1$0
ANNA BOURNEBOARD MEMBER
Trustee or director
1$0
REBECCA CREWSBOARD MEMBER
Trustee or director
1$0
LORRAIN MCKENZIEBOARD MEMBER
Trustee or director
1$0
REV TOM PHILLIPSBOARD MEMBER
Trustee or director
1$0
DR JAY OLSSONBOARD MEMBER
Trustee or director
1$0
990 for the year ended December 31, 2023: 10 people
NameTitleHours / weekCompensation
DR SHARON F JONESVICE PRESIDE
Trustee or director, Officer
1$0
WILLIAM PETERSBOARD MEMBER
Trustee or director
1$0
REBECCA CREWSBOARD MEMBER
Trustee or director
1$0
ANNA BOURNEBOARD MEMBER
Trustee or director
1$0
FAYE BOTTOMLEYSECRETARY
Trustee or director, Officer
1$0
DR JAY OLSSONPRESIDENT
Trustee or director, Officer
1$0
FRANK DAWSONTREASURER
Trustee or director, Officer
1$0
LORRAINE MCKENZIEBOARD MEMBER
Trustee or director
1$0
SAMUEL T NUNEZBOARD MEMBER
Trustee or director
1$0
REV TOM PHILLIPSBOARD MEMBER
Trustee or director
1$0

Address and contacts

Address (IRS master file)
1830 S BABCOCK ST, MELBOURNE, FL 32901-4443
Mailing address (990-N for 2010)
650 E STRAWBRIDGE AVE, MELBOURNE FL 32901
Principal officer (990 for 2024)
WILLIAM PETERS, 1830 S BABCOCK STREET, MELBOURNE, FL 32901
Principal officer (990-N for 2010)
RON MEEHAN, 1830 S BABCOCK STREET, MELBOURNE FL 32901
Signed the 990
WILLIAM PETERS, PRESIDENT
Phone
(321) 723-5272
Return prepared by
RA SIMASEK PA

Mission

TO ENHANCE AND SUPPLEMENT THE MINISTRIES OF HOLY TRINITY EPISCOPAL CHURCH, MELBOURNE, FLORIDA

990 for the year ended December 31, 2024

Program accomplishments

  • TO OPERATE IN CONNECTION WITH HOLY TRINITY EPISCOPAL CHURCH, MELBOURNE, FLORIDA TO ADDRESS THE PASTORAL CARE NEEDS, HEALTH AND COMMUNITY WELL-BEING OF THE PARISHIONERS OF HOLY TRINITY EPISCOPAL CHURCH. TO RECEIVE ANY REAL PROPERTY, TANGIBLE OR INTANGIBLE PERSONAL PROPERTY, INCLUDING MONEY BY GIFT, GRANT, DEVISE OR BEQUEST FROM ANY INDIVIDUAL, FOUNDATION OR CORPORATION OR OTHER ENTITY, EITHER PUBLIC OR PRIVATE OR GOVERNMENT INSTRUMENTALITY FOR THE PURPOSES SET FORTH ABOVE.
    Expenses $597,996 · grants $501,575 · revenue $1,058,715

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
90-0718267
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization, Type I
Donations deductible (Pub 78)
Supporting organization, 50% limit
Exempt since
2014
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P60)
Assets (IRS master file)
$11,243,914
Income (IRS master file)
$4,914,564

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$1,058,715$601,626$11,243,914IRS
990December 2023$555,190$541,756$10,235,569XML
990December 2022$1,100,750$567,342$9,755,606IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 2018–––IRS
990-N for 2010
Officer: RON MEEHAN
December 31, 2010≤ $50,000 receipts––e-Postcard

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 90-0718267).

Questions about HOLY TRINITY EPISCOPAL CHURCH FOUNDATION INC

What is the EIN of HOLY TRINITY EPISCOPAL CHURCH FOUNDATION INC?
The employer identification number (EIN) of HOLY TRINITY EPISCOPAL CHURCH FOUNDATION INC is 90-0718267.
Is HOLY TRINITY EPISCOPAL CHURCH FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
Are donations to HOLY TRINITY EPISCOPAL CHURCH FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
Which annual return does HOLY TRINITY EPISCOPAL CHURCH FOUNDATION INC 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 HOLY TRINITY EPISCOPAL CHURCH FOUNDATION INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HOLY TRINITY EPISCOPAL CHURCH FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of HOLY TRINITY EPISCOPAL CHURCH FOUNDATION INC?
The 990 for the year ended December 31, 2024 names WILLIAM PETERS.
Who are the officers and directors of HOLY TRINITY EPISCOPAL CHURCH FOUNDATION INC?
The 990 for the year ended December 31, 2024 lists 10 people; 0 received compensation from the organization.
How much revenue does HOLY TRINITY EPISCOPAL CHURCH FOUNDATION INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $1,058,715, expenses of $601,626 and total assets of $11,243,914 at year end.

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