Grace & Holy Trinity Church Endowment Fund is a 501(c)(3) organization based in Richmond, Virginia, registered in 1971, with $967,949 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$968K
▼ 9.7% vs prior year
Expenses (FY2024)
$747K
Net assets
$12.6M
Employees
—
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Grace & Holy Trinity Church Endowment Fund— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Grace & Holy Trinity Church Endowment Fund: 202 mo reserves · +23% margin earns a B+ on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Grace & Holy Trinity Church Endowment Fund— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Grace & Holy Trinity Church Endowment Fund: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue held steady from $963K (FY2013) to $968K (FY2024) across 12 reported years.
Financial snapshot
Operating margin
22.8%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$15.9M
Total liabilities
$3.3M
Net assets
$12.6M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $967,949▼9.7% | $747,239▲21.0% | $12,602,898▲5.4% | $15,892,651▲5.1% | 990 |
| 2023 | $1,071,601▼28.1% | $617,376▲21.9% | $11,960,816▲9.2% | $15,119,176▲9.3% | 990 |
| 2022 | $1,491,437▲46.9% | $506,660▼21.4% | $10,948,372▼20.6% | $13,838,627▼20.9% | 990 |
| 2021 | $1,015,539▼8.7% | $644,876▲19.9% | $13,789,229▲11.7% | $17,491,223▲12.0% | 990 |
| 2020 | $1,111,946▲37.9% | $537,750▲10.7% | $12,349,808▲11.5% | $15,618,638▲10.8% | 990 |
| 2019 | $806,243▼5.7% | $485,791▲12.0% | $11,073,011▲23.5% | $14,099,374▲23.3% | 990 |
| 2018 | $854,800▲79.5% | $433,564▼8.3% | $8,967,400▼4.5% | $11,434,089▲11.7% | 990 |
| 2017 | $476,313▲34.4% | $472,878▼20.1% | $9,388,887▲11.8% | $10,239,677▲12.1% | 990 |
| 2016 | $354,444▼69.3% | $592,136▲23.7% | $8,394,879▲1.2% | $9,136,336▲2.6% | 990 |
| 2015 | $1,155,758▲41.2% | $478,672▼31.2% | $8,293,130▲1.9% | $8,901,237▲3.4% | 990 |
| 2014 | $818,693▼15.0% | $695,990▲44.1% | $8,139,754▲1.5% | $8,611,122▼10.2% | 990 |
| 2013 | $962,914 | $483,029 | $8,017,051 | $9,593,044 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
4 grants to Grace & Holy Trinity Church Endowment Fund totaling $87K, reported by foundations on their Schedule I filings.
| Grantmaker | Purpose | Year | Amount |
|---|---|---|---|
| Donor Advised Charitable Giving | Religion related | 2023 | $11,750 |
| Donor Advised Charitable Giving | Religion related | 2022 | $20,000 |
| Donor Advised Charitable Giving | Religion related | 2021 | $50,500 |
| Raymond James Charitable Endowment Fund | General fund | 2015 | $5,000 |
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Data for Grace & Holy Trinity Church Endowment Fund (EIN 54-0524502) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.