2026-08-04T15:55:53-05:00 2025-12-31 631238286 HUNER & CYR PC 100 WILLIAMSBURG OFC PARK STE 200 VESTAVIA HILLS AL 352163686 990 2025-01-01 476246086 NICKOLAOU CONSTANDINOS SARRIS CHARITABLE TRUST NICK 2057163080 307 19TH STREET SOUTH BIRMINGHAM AL 35233 JOSHUA S EDWARDS ADVISORY COMMITTEE 2057163080 2026-08-04 1 SCOTT C HUNER CPA P00127181 2058237723 2026-08-04 2025 2025-03-06 01:10:19Z JOSHUA S EDWARDS 307 19TH STREET S BIRMINGHAM AL 35233 373866 0 X WWW.HOLYTRINITY-HOLYCROSS.ORG X 2003 AL SCHOLARSHIP ASSISTANCE FOR MEMBERS OF HOLY TRINITY-HOLY CROSS GREEK ORTHODOX CATHEDRAL IN BIRMINGHAM, AL WHO MATRICULATE AT THE UNIVERSITY OF ALABAMA- TUSCALOOSA, AL 2 2 0 0 0 0 0 0 0 0 25425 59925 0 0 25425 59925 31000 31000 0 0 0 0 0 0 0 9458 7569 40458 38569 -15033 21356 392385 413534 0 0 392385 413534 SAME AS ITEM 1 PART 1SCHOLARSHIP ASSISTANCE FOR MEMBERS OF HOLY TRINITY-HOLY CROSS GREEK ORTHODOX CATHEDRAL IN BIRMINGHAM, AL WHO MATRICULATE AT THE UNIVERSITY OF ALABAMA- TUSCALOOSA, AL 0 0 31000 31000 SCHOLARSHIP ASSISTANCE FOR MEMBERS OF HOLY TRINITY-HOLY CROSS GREEK ORTHODOX CATHEDRAL IN BIRMINGHAM, AL WHO MATRICULATE AT THE UNIVERSITY OF ALABAMA IN TUSCALOOSA, AL 31000 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 2 2 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 AL X JOSHUA S EDWARDS 2057163080 307 19TH STREET SOUTH BIRMINGHAM AL 35233 X JOSHUA S EDWARDS ADVISORY COMMITTEE 1.00 X 0 0 0 TOM S CONSTANTINE III ADVISORY COMMITTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 7803 7803 366063 313941 52122 52122 52122 59925 0 0 59925 31000 31000 2385 2385 4953 4953 231 231 38569 31000 7569 0 31450 29576 360935 383958 392385 413534 0 0 X 0 0 0 0 392385 413534 392385 413534 392385 413534 21356 -207 0 X 0 0 0 X X 1 UNIVERSITY OF ALABAMA 636001138 5 1 31000 0 1 31000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 X 1 1 SCHEDULE A, PAGE 5, SECTION D, LINE 2 THE ORGANIZATION'S TRUST AGREEMENT RESTRICTS THE SCOPE OF THE ENTITY'S COORDINATION WITH THE UNIVERSITY OF ALABAMA TO THE PROVISIONS OF SCHOLARSHIPS ONLY. THE TRUSTEES COMMUNICATE WITH THE UNIVERISTY OF ALABAMA IN TUSCALOOSA ON A SEMI-ANNUAL BASIS REGARDING SCHOLARSHIP AWARDS AND PROGRESS OF SCHOLARSHIP RECIPENTS. SCHEDULE A, PAGE 5, SECTION D, LINE 3 THE ORGANIZATION PROVIDES THE UNIVERSITY OF ALABAMA COPIES OF IT'S INVESTMENT POLICIES AND ASSET ALLOCATION FOR COMMENT ON AT LEAST AN ANNUAL BASIS. FORM 990 PART E, QUESTION 2(A) DURING THE YEAR,THE ORGANIZATION'S SOLE ACTIVITY WAS PROVIDING ACADEMIC SCHOLARSHIPS EXCLUSIVELY TO STUDENTS ATTENDING THE UNIVERSITY OF ALABAMA AT TUSCALOOSA. THIS ACTIVITY DIRECTLY FURTHERED THE UNIVERSITY'S EXEMPT PURPOSE OF EDUCATION AND WAS RESPONSIVE TO THE UNIVERSITY'S GOALS OF EXPANDING ACCESS TO EDUCATION FOR STUDENTS IN NEED OF FINANCIAL SUPPORT. FORM 990 PART E, QUESTION 2(B) THE ORGANIZATION'S ACTIVITY OF PROVIDING ACADEMIC SCHOLARSHIPS TO THE UNIVERSITY OF ALABAMA AT TUSCALOOSA DIRECTLY ASSISTED AND SUPPORTED THE UNIVERSITY IN IT'S NORMAL EDUCATIONAL INSTITUTION ACTIVITY OF PROVIDING SCHOLARSHIPS TO STUDENTS. 0 389446 59682 31000 7569 410559 407478 25448 31000 9480 389446 418581 24673 31000 4776 407478 478297 -17048 34500 8197 418581 248481 290138 55000 5322 478297 1.00000 0 0 0 PART V, LINE 4: GRANTING OF SCHOLARSHIPS AT THE UNIVERSITY OF ALABAMA 1 EDUCATIONAL SCHOLARSHIPS - LIST ON FILE AT ORGANIZATION 7 31000 PART I, LINE 2: SCHOLARSHIP RECIPIENTS MUST ATTEND THE UNIVERSITY OF ALABAMA AT TUSCALOOSA. SCHOLARSHIP FUNDS ARE DISBURSED DIRECTLY TO THE UNIVERSITY OF ALABAMA AFTER CONFIRMATION OF ENROLLMENT.THESE FUNDS ARE RESTRICTED TO TUITION AND MANDATORY FEES.CONTINUED ENROLLMENT IS A REQUIREMENT FOR ADDITIONAL SCHOLARSHIP AWARDS. FORM 990, PART VI, SECTION B, LINE 11B THE GOVERNING BODY WAS SUPPLIED A COPY OF 990 FOR REVIEW BEFORE THE TAX RETURN WAS FILED. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST DURING NORMAL BUSINESS HOURS THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND COPY OF FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC.