2026-01-22T09:55:52-06:00 2025-06-30 882730877 CHERRY BEKAERT ADVISORY LLC 101 SOUTH 5TH STREET STE 2100 LOUISVILLE KY 40202 990 2024-07-01 311105966 TRINITY HIGH SCHOOL FOUNDATION TRIN 5028959427 4011 SHELBYVILLE ROAD LOUISVILLE KY 40207 JAMES TORRA PRESIDENT 5028959427 2026-01-21 1 0 CHRISTINE KEITH CPA P00963290 8885871719 2024 2025-03-06 01:10:19Z JAMES TORRA 4011 SHELBYVILLE ROAD LOUISVILLE KY 40207 23869823 0 X HTTPS://WWW.TRINITYROCKS.COM/TRINITY-FOUNDATION/ X 1983 KY TO ADVANCE THE MISSION OF TRINITY HIGH SCHOOL, INC. ("THE SCHOOL") THROUGH THE PROCUREMENT, FUNDING, REPLENISHMENT AND MAINTENANCE OF EDUCATIONAL FACILITIES AND THE FUNDING OF TUITION AID FOR STUDENTS WHO ATTEND THE SCHOOL. 16 16 0 75 -7921 0 8368057 7162975 2542300 2616840 1830663 2480253 33725 58729 12774745 12318797 3847927 3975951 0 0 0 0 0 0 735946 2840819 2702409 6688746 6678360 6085999 5640437 96919214 108222120 2274059 2366448 94645155 105855672 X TO ADVANCE THE MISSION OF TRINITY HIGH SCHOOL, INC. ("THE SCHOOL") THROUGH THE PROCUREMENT, FUNDING, REPLENISHMENT AND MAINTENANCE OF EDUCATIONAL FACILITIES AND THE FUNDING OF TUITION AID FOR STUDENTS WHO ATTEND THE SCHOOL. THE SYMBIOTIC RELATIONSHIP BETWEEN THE FOUNDATION AND THE SCHOOL FACILITATES THE SCHOOL IN MORE EFFECTIVELY FOCUSING ON THE EDUCATIONAL MISSION WHICH IS: "TRINITY IS A CATHOLIC, COLLEGE-PREPARATORY HIGH SCHOOL, FORMING MEN OF FAITH AND MEN OF CHARACTER." 0 0 3975951 3975951 TUITION ASSISTANCE AND SCHOLARSHIPS TO SUPPORT STUDENTS ATTENDING TRINITY HIGH SCHOOL. 1540114 2616840 CAPITAL IMPROVEMENTS AND MAINTENANCE COSTS FOR TRINITY HIGH SCHOOL. 5516065 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 2 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 KY X LARRY CASTAGNO DIRECTOR OF FINANCE 5027362145 4011 SHELBYVILLE ROAD LOUISVILLE KY 40207 X GLENN BLINCOE BOARD MEMBER 1.00 X 0 0 0 MICHAEL BRENNAN BOARD MEMBER 1.00 X 0 0 0 SHAWN FREIBERT BOARD MEMBER 1.00 X 0 0 0 CHARLES J KANE BOARD MEMBER 1.00 X 0 0 0 CHARLES H LEIS BOARD MEMBER 1.00 X 0 0 0 PHIL MCCAULEY BOARD MEMBER 1.00 X 0 0 0 JAY OLIVER BOARD MEMBER 1.00 X 0 0 0 MIKE PARADIS BOARD MEMBER 1.00 X 0 0 0 TODD PHILLIPS BOARD MEMBER 1.00 X 0 0 0 B J RUCKRIEGEL BOARD MEMBER 1.00 X 0 0 0 DOUGLAS A STOUGH BOARD MEMBER 1.00 X 0 0 0 PHILLIP J STUECKER BOARD MEMBER 1.00 X 0 0 0 JOE LANDENWICH CHAIR 1.00 X X 0 0 0 ROBERT J MULLEN EDD PRESIDENT 1.00 X X 0 0 0 CLAIR PATENAUDE SECRETARY/TREASURER 1.00 X X 0 0 0 CHRIS TOMPKINS BOARD MEMBER (FROM 02/25) 1.00 X 0 0 0 JIM BECKHAM VP FOR DEVELOPMENT 40.00 X 0 0 0 0 0 0 0 0 0 0 TRINITY HIGH SCHOOL 4011 SHELBYVILLE ROAD LOUIVILLE KY 40207 MANAGEMENT SERVICES 709200 1 7162975 166140 7162975 RENT INCOME FROM TRINI 531390 2616840 2616840 2616840 2422075 2422075 228952 170223 58729 58729 -7921 66650 11438981 11380803 58178 58178 58178 12318797 2616840 -7921 2546903 3975951 3975951 709200 164751 544449 52069 52069 173878 173878 15353 15353 43229 43229 17850 17850 39981 39981 12826 194 12632 1499933 1499933 1950 1950 FUNDRAISING CAMPAIGN EX 101669 101669 DONOR APPRECIATION 33967 33967 DUES & SUBSCRIPTIONS 304 304 200 200 6678360 5516065 426349 735946 200592 367540 1274313 6084196 2677138 4244601 520254 0 48006133 24485463 23314372 23520670 58577106 62660870 355439 344243 10000000 11000000 96919214 108222120 100668 41461 107500 131500 2065891 2193487 2274059 2366448 X 58851784 64209587 35793371 41646085 94645155 105855672 96919214 108222120 X 5640437 4694338 875742 X X 0 1 X 1 0 X 5713150 3827547 3741679 8368057 7162975 28813408 5713150 3827547 3741679 8368057 7162975 28813408 601163 28212245 580099 3215514 1520966 1872143 2422075 9610797 203469 77781 199208 93008 58178 631644 39055849 12506140 0.72240 0.72410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 42222666 1410541 5395923 1350000 47679130 35340323 1706029 6164314 988000 42222666 31047755 529641 5227375 1464448 35340323 36511402 2228166 -6476223 1215590 31047755 25963966 456087 11144993 1053644 36511402 0.54389 0.33323 0.12288 0 0 9800020 9800020 29273948 20298455 8975493 4251554 2185756 2065798 4680611 2001252 2679359 23520670 GBT - CHARITABLE REMAINDER TRUST 6000000 GBT - MARITAL UNI TRUST 5000000 11000000 X 17885223 4694338 875742 5570080 12315143 173878 -170224 3654 12318797 6674706 170224 170224 6504482 173878 173878 6678360 PART V, LINE 4: THE PRIMARY PURPOSE OF THE ENDOWMENT FUNDS ARE TO SUPPORT THE ORGANIZATION'S PROGRAMS. PART X, LINE 2: THE FOUNDATION HAS BEEN GRANTED TAX-EXEMPT STATUS BY THE INTERNAL REVENUE SERVICE UNDER CODE SECTION 501(C)(3) AS A NON-PROFIT ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. ACCORDINGLY, NO INCOME TAX EXPENSE IS REFLECTED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION RECOGNIZES UNCERTAIN INCOME TAX POSITIONS USING THE "MORE-LIKELY-THAN-NOT" APPROACH AS DEFINED IN THE ASC. NO LIABILITY FOR UNCERTAIN INCOME TAX POSITIONS HAS BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: GAIN ON BENEFICIAL INTEREST IN CHARITABLE TRUSTS 1,000,000. PROVISION FOR UNCOLLECTIBLE PLEDGES -124,258. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -170,224. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 170,224. FUNDRAISING EXPENSES 1 TRINITY HIGH SCHOOL 4011 SHELBYVILLE RD LOUISVILLE KY 40207 611256093 501(C)(3) 3975951 0 TUITION AID AND SCHOLARSHIPS 1 0 PART I, LINE 2: THE FOUNDATION BOARD CHAIR SERVES AS AN EX-OFFICIO MEMBER OF THE SCHOOL BOARD, ATTENDING THEIR MEETINGS AND REPRESENTING THE FOUNDATION'S INTERESTS TO ENSURE FUNDS ARE MANAGED APPROPRIATELY. X 85 166140 FAIR MARKET VALUE 0 0 0 1 PART I, COLUMN (B): THE ORGANIZATION REPORTS THE NUMBER OF CONTRIBUTIONS DONATED. PART I, LINE 32B: UBS RECEIVES DONATED STOCK FOR THE FOUNDATION AND SELLS IT AS SOON AS POSSIBLE. FORM 990, PART VI, SECTION A, LINE 3 THE FOUNDATION UTILIZES THE SERVICES OF TRINITY HIGH SCHOOL TO PERFORM CERTAIN MANAGEMENT DUTIES. THE FOUNDATION PAYS TRINITY HIGH SCHOOL A MANAGEMENT FEE FOR THESE SERVICES. TRINITY HIGH SCHOOL'S MANAGEMENT DUTIES INCLUDE, BUT ARE NOT LIMITED TO, PLANNING, BUDGETING, BOOKKEEPING AND PROVIDING AN EXECUTIVE DIRECTOR FOR THE FOUNDATION. THE FOUNDATION'S DIRECTOR OF MAJOR GIFTS, JIM BECKHAM ALSO SERVES IN THE CAPACITY OF AN EXECUTIVE DIRECTOR PURSUANT TO THE MANAGEMENT ARRANGEMENT WITH TRINITY HIGH SCHOOL FOR THE SERVICES HE PROVIDES TO THE FOUNDATION. JIM BECKHAM RECEIVED COMPENSATION IN THE AMOUNT OF $108,934 AS A RESULT OF THIS ARRANGEMENT. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE FOUNDATION FINANCE COMMITTEE CHAIR AND THE DIRECTOR OF FINANCE. AFTER THIS REVIEW, A DRAFT IS PROVIDED TO THE BOARD OF THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 12C EACH MEMBER OF THE BOARD OF DIRECTORS IS REQUIRED TO ANNUALLY REVIEW THE CONFLICT OF INTEREST POLICY AND SIGN A STATEMENT STATING THEY READ THE POLICY AND EITHER LIST ANY POTENTIAL CONFLICTS OR STATE THEY HAVE NO KNOWN CONFLICTS. THE BOARD CHAIR REVIEWS ALL ANNUAL STATEMENTS FOR POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: PROVISION FOR UNCOLLECTIBLE PLEDGES -124,258. GAIN ON BENEFICIAL INTEREST IN CHARITABLE TRUSTS 1,000,000. FORM 990, PART XI, LINE 2C THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. THE FINANCE COMMITTEE (ALSO KNOWN AS RESOURCE MANAGEMENT COMMITTEE) ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT.