Holy Trinity Catholic Schools Educational Foundation

Analysis

Holy Trinity Catholic Schools Educational Foundation is a registered charity in United States, based in West Point, IA. It received its IRS tax-exemption ruling in May 1996, 30 years ago. Its declared purposes cover philanthropy, voluntarism and grantmaking foundations, which this site groups under grant-making and general purposes. The IRS classifies it as a publicly supported organisation (donations from the general public) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, Holy Trinity Catholic Schools Educational Foundation reported income of $94k and spending of $95k, spending 101% of its income. Across the 5 years on record, from December 2019 to December 2023, income fell from $155k to $94k (-40%), an average of -12% a year. The sharpest change came in the year to December 2022, when income dropped by 50%. Over the whole period it spent 86% of the income it received.

Among 19,413 United States charities whose main cause is grant-making and general purposes and that reported income, Holy Trinity Catholic Schools Educational Foundation sits at the 41st percentile: it is larger than about 41% of them. Against every charity in United States with reported income it ranks in the 35th percentile, and in the 33rd percentile within IA. Charities of a similar size with the same main cause include Roswell Sertoma Club Inc ($93k), Minnesota Foundation for Fiscal Excellence ($94k) and Chasdei Avos ($93k).

On its Form 990 for the period ending December 2023, revenue came from contributions and grants 82% of the total. At year end it held assets of $1.6m against liabilities of $0, net assets of $1.6m.