2026-02-13T09:18:44-06:00 2025-06-30 570735924 ROBINSON GRANT & CO PA POST OFFICE BOX 1406 BEAUFORT SC 29901 990 2024-07-01 452702539 HOLY TRINITY CLASSICAL CHRISTIAN SCHOOL INC HOLY 8435220660 302 BURROUGHS AVE BEAUFORT SC 29902 JOHN PARKER TREASURER 8435220660 2026-02-13 1 1 KENDALL F ERICKSON CPA P00287081 8435243003 2026-02-04 2024 2025-03-06 01:10:19Z JOHN PARKER 302 BURROUGHS AVE BEAUFORT SC 29902 6802633 0 X WWW.HTCCS.ORG X 2011 SC TO OPERATE A SCHOOL WHICH IS DISTINCTLY CLASSICAL AND DISTINCTIVELY CHRISTIAN IN A PARTNERSHIP WITH PARENTS TO EDUCATE STUDENTS, GRADES PRESCHOOL-12TH WITH A BIBLICAL WORLDVIEW. WE ARE COMMITTED TO THE PURSUIT OF TRUTH, WISDOM, SCHOLASTIC EXCELLENCE, AND THE LOVE OF LEARNING. 9 9 77 75 0 0 1197968 980458 4198442 3608427 126074 233923 86347 71687 5608831 4894495 1003529 870049 0 0 3198917 3168267 0 0 226001 1463545 1345224 5665991 5383540 -57160 -489045 13215046 12466174 5081515 4821688 8133531 7644486 X THE MISSION OF HOLY TRINITY CLASSICAL CHRISTIAN SCHOOL IS TO BE DISTINCTLY CLASSICAL AND DISTINCTIVELY CHRISTIAN. WE WILL ENTER A PARTNERSHIP WITH PARENTS AS WE EDUCATE STUDENTS, GRADES PRESCHOOL-12TH WITH A BIBLICAL WORLDVIEW. WE ARE COMMITTED TO THE PURSUIT OF TRUTH, WISDOM, SCHOLASTIC EXCELLENCE, AND THE LOVE OF LEARNING. WITH THE HOLY SCRIPTURES AS THE FOUNDATION FOR ALL THEY LEARN, OUR STUDENTS WILL BE AMBASSADORS OF THE KINGDOM OF GOD, PREPARED TO DEFEND AND ADVANCE THE APOSTOLIC CHRISTIAN FAITH. 0 0 5049980 870049 3842350 THIRTEENTH YEAR OF OPERATIONS AT A PRESCHOOL THROUGH 12TH GRADE CLASSICAL CHRISTIAN SCHOOL. OUR PRESCHOOL CONSISTED OF 2 YEAR OLD, 3 YEAR OLD, AND 4 YEAR OLD CLASSROOMS. OUR GRAMMAR SCHOOL CONSISTED OF KINDERGARTEN THROUGH 6TH GRADE. OUR UPPER SCHOOL CONSISTED OF 7TH GRADE THROUGH 12TH GRADE. WE COMPLETED OUR THIRTEENTH SCHOOL YEAR WITH 39 STUDENTS ENROLLED IN PRESCHOOL, 137 STUDENTS ENROLLED IN GRAMMAR SCHOOL, AND 92 STUDENTS ENROLLED IN UPPER SCHOOL. OUR CLASSICAL CURRICULUM INCLUDES STUDY OF LITERATURE, MUSIC, ART THEORY, MATHEMATICS, SCIENCES, HISTORY, AND VARIOUS RELIGIOUS STUDIES. IN LATE AUGUST 2025, WE COMMENCED OUR FOURTEENTH YEAR OPERATING A PRESCHOOL THROUGH 12TH GRADE CLASSICAL CHRISTIAN SCHOOL. OUR BEGINNING ENROLLMENT FOR THE FOURTEENTH SCHOOL YEAR WAS 41 STUDENTS ENROLLED IN PRESCHOOL, 157 STUDENTS ENROLLED IN GRAMMAR SCHOOL, AND 59 STUDENTS ENROLLED IN UPPER SCHOOL. 5049980 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 70 0 1 77 1 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 X 9 9 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 SC X SARANIA REID DIRECTOR OF FINANCE 8435220660 302 BURROUGHS AVE BEAUFORT SC 29902 NOAH MARQUARDT PRESIDENT 10.00 X X 0 0 0 JOSHUA STONE VICE PRESIDENT 5.00 X X 0 0 0 JAY REEDY SECRETARY 5.00 X X 0 0 0 JOHN PARKER TREASURER 5.00 X X 0 0 0 BARBARA HATHAWAY TRUSTEE 5.00 X 0 0 0 MARIA JONES TRUSTEE 5.00 X 0 0 0 ASHLEIGH PAXTON TRUSTEE 5.00 X 0 0 0 JAMIE SOSNOWSKI TRUSTEE 5.00 X 0 0 0 JOHN MCCARDELL TRUSTEE 5.00 X 0 0 0 KEVIN BOLEN HEAD OF SCHOOL 60.00 X 72881 0 29200 72881 0 29200 0 0 0 0 0 980458 365410 980458 TUITION & FEES 611110 3439884 3439884 ACTIVITIES/STUDENT SERVICES 611110 89397 89397 AFTERCARE PROGRAM 611110 33251 33251 LUNCHROOM 611110 29260 29260 MERCHANDISE 611110 9736 9736 6899 6899 3608427 62656 62656 2069275 1898008 171267 171267 171267 81817 10130 71687 71687 4894495 3842350 0 71687 7254 7254 862795 862795 2607522 2406874 42442 158206 29538 27061 603 1874 336773 308916 6606 21251 194434 179744 3139 11551 -29 -29 16300 16300 9325 9245 80 135707 132577 121 3009 6343 4123 951 1269 84560 64486 11129 8945 146361 146361 2734 1681 1053 6720 6183 537 218861 218861 375188 367471 7456 261 ACTIVITIES/STUDENT SERV 104675 104675 CURRICULUM 58919 58919 SUPPLIES 41767 38859 1509 1399 PRINTING SERVICES 24967 19513 3265 2189 112826 93627 3232 15967 5383540 5049980 107559 226001 824443 800980 541629 112024 33111 27128 73100 76982 3085 2208 11327575 1575803 10062633 9751772 1667180 1684655 9865 10425 13215046 12466174 262220 160610 204811 327693 4614484 4333385 5081515 4821688 X 5558847 5539340 2574684 2105146 8133531 7644486 13215046 12466174 -489045 0 X 1 X 0 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1691424 190947 -177700 1704671 1646429 169445 -124450 1691424 1628123 146306 -128000 1646429 1976554 -232531 -115900 1628123 1646348 446206 116000 1976554 1.00000 0 0 10355921 1042407 9313514 57379 57379 0 914275 476017 438258 9751772 INVESCO EMERGING MARKETS 433 SH 8846 F INVESCO PREFERRED ETF 923 SH 10272 F ISHARES 20+ YEAR 772 SH 68129 F ISHARES TIPS 120 SH 13205 F ISHARES MBS ETF 1,626 SH 152665 F ISHARES INC CORE MSCI 1,688 SH 101331 F ISHARES TR CORE MSCI EAF 2,195 SH 183239 F SCHWAB SHORT-TERM US 2,767 SH 67459 F VANECK FALLEN ANGEL 304 SH 8901 F VANGUARD SMALL CAP VALUE 626 SH 51093 F VANGUARD SMALL CAP 185 SH 51234 F VANGUARD VALUE ETF 2,115 SH 373805 F VANGUARD GROWTH ETF 713 SH 312579 F VANGUARD INTERM-TERM 638 SH 38159 F VANGUARD SHORT-TERM 1,105 SH 87848 F VANGUARD INTERMEDIATE 1,066 SH 88393 F XTRACKERS USD HIGH YIELD 691 SH 25513 F VANGUARD TOTAL INTERNATL 848 SH 41984 F 1684655 PART V, LINE 4: THE INTENDED USE OF THE ENDOWMENT FUNDS IS TO PROVIDE TUITION ASSISTANCE FOR STUDENTS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL'S RACIALLY NONDISCRIMINATORY POLICY IS PUBLISHED ON THE SCHOOL'S WEBSITE AND NEWSPRINT ADVERTISING MATERIALS. X X X 0 FALL FUNDRAISER 81817 81817 10130 81817 81817 10130 10130 71687 1 GOOD SHEPHERD EDUCATION FOUNDATION USA 921 BASHFORD LANE ALEXANDRIA VA 22314 501(C)(3) 7254 0 TO SUPPORT THE GOOD SHEPHERD ACADEMY IN SOUTH SUDAN. FINANCIAL AID 97 657737 SIBLING DISCOUNT 63 32623 FACULTY DISCOUNT 22 164300 2% TUITION DISCOUNT 22 4237 KEVIN BOLEN HEAD OF SCHOOL 29200 TUITION DISCOUNT FOR CHILD SCHOOL TUITION X 1 7000 FAIR MARKET VALUE X 8 365232 PUBLISHED MARKET QUOTES X GRAND PIANO 1 12739 COST BASIS X PLAYGROUND SET 1 10000 COST BASIS 0 1 0 FORM 990, PART VI, SECTION A, LINE 7A HOLY TRINITY CLASSICAL CHRISTIAN SCHOOL, INC. ("HTCCS") WAS FOUNDED BY SEVERAL INDIVIDUALS WHO AGREED TO SERVE AS A BOARD OF GOVERNORS TO HTCCS. THE BYLAWS OF HTCCS PROVIDE THAT THE NUMBER OF GOVERNORS SHALL NOT BE LESS THAN 40 OR MORE THAN 75. THE BOARD OF GOVERNORS HAVE THE FOLLOWING POWERS: 1) TO AMEND THE BYLAWS AND ARTICLES OF INCORPORATION 2) TO FILL VACANCIES AMONG ITS MEMBERS 3) TO ELECT THE BOARD OF TRUSTEES 4) TO APPROVE/DISAPPROVE THE HIRING OF THE INDIVIDUAL RECOMMENDED BY THE BOARD OF TRUSTEES FOR HEAD OF SCHOOL. ALL GOVERNANCE AND ADMINISTRATIVE POWERS OF HTCCS NOT RESERVED TO THE BOARD OF GOVERNORS SHALL BE VESTED IN THE BOARD OF TRUSTEES, WHICH SHALL HAVE CHARGE, CONTROL, AND MANAGEMENT OF THE PROPERTY, AFFAIRS, AND FUNDS OF HTCCS. THE BOARD OF TRUSTEES SHALL HAVE AUTHORITY TO HIRE THE HEAD OF SCHOOL, SUBJECT TO THE APPROVAL OF THE BOARD OF GOVERNORS, AND SHALL HAVE SOLE AUTHORITY TO TERMINATE THE EMPLOYMENT OF THE HEAD OF SCHOOL. FORM 990, PART VI, SECTION A, LINE 7B HOLY TRINITY CLASSICAL CHRISTIAN SCHOOL, INC. ("HTCCS") WAS FOUNDED BY SEVERAL INDIVIDUALS WHO AGREED TO SERVE AS A BOARD OF GOVERNORS TO HTCCS. THE BYLAWS OF HTCCS PROVIDE THAT THE NUMBER OF GOVERNORS SHALL NOT BE LESS THAN 40 OR MORE THAN 75. THE BOARD OF GOVERNORS HAVE THE FOLLOWING POWERS: 1) TO AMEND THE BYLAWS AND ARTICLES OF INCORPORATION 2) TO FILL VACANCIES AMONG ITS MEMBERS 3) TO ELECT THE BOARD OF TRUSTEES 4) TO APPROVE/DISAPPROVE THE HIRING OF THE INDIVIDUAL RECOMMENDED BY THE BOARD OF TRUSTEES FOR HEAD OF SCHOOL. ALL GOVERNANCE AND ADMINISTRATIVE POWERS OF HTCCS NOT RESERVED TO THE BOARD OF GOVERNORS SHALL BE VESTED IN THE BOARD OF TRUSTEES, WHICH SHALL HAVE CHARGE, CONTROL, AND MANAGEMENT OF THE PROPERTY, AFFAIRS, AND FUNDS OF HTCCS. THE BOARD OF TRUSTEES SHALL HAVE AUTHORITY TO HIRE THE HEAD OF SCHOOL, SUBJECT TO THE APPROVAL OF THE BOARD OF GOVERNORS, AND SHALL HAVE SOLE AUTHORITY TO TERMINATE THE EMPLOYMENT OF THE HEAD OF SCHOOL. FORM 990, PART VI, SECTION B, LINE 11B THE MEMBERS OF THE BOARD OF TRUSTEES ARE KEPT APPRISED OF THE STATUS OF THE FILING OF THIS FORM 990 AND ARE MADE AWARE OF THE INFORMATION INCLUDED HEREIN. EACH TRUSTEE RECEIVES A COPY OF THIS FORM 990 AS FILED EXCEPT THEIR COPIES DON'T INCLUDE CERTAIN CONFIDENTIAL INFORMATION INCLUDED IN SCHEDULE B, SCHEDULE OF CONTRIBUTORS, WHICH INCLUDES CONFIDENTIAL INFORMATION ABOUT OUR DONORS. A FEW OF OUR TRUSTEES, WHO ARE INVOLVED IN DEVELOPMENT, THE HEADMASTER AND OUR ADVANCEMENT AND ACCOUNTING STAFF HAVE ACCESS TO THIS CONFIDENTIAL INFORMATION. FORM 990, PART VI, SECTION B, LINE 12C OUR TRUSTEES MEET AS A BOARD ALMOST EVERY MONTH. EACH TRUSTEE AND THE HEAD OF SCHOOL REGULARLY AND CONSISTENTLY MONITOR RELATIONSHIPS THAT ANY TRUSTEE, THE HEAD OF SCHOOL AND/OR EMPLOYEES HAVE AND/OR APPEAR TO HAVE WITH OUR VENDORS. FORM 990, PART VI, SECTION B, LINE 15A OUR HEAD OF SCHOOL IS OUR TOP MANAGEMENT OFFICIAL WHO IS COMPENSATED. THE HEAD OF SCHOOL'S COMPENSATION IS BASED UPON COMPENSATION PAID TO HEAD OF SCHOOLS OF COMPARABLE SCHOOLS IN OUR GENERAL GEOGRAPHIC AREA. TO DATE, ALL OTHER SIGNIFICANT MANAGEMENT FUNCTIONS HAVE BEEN PERFORMED BY VARIOUS TRUSTEES WHO ARE VOLUNTEERS AND ARE NOT COMPENSATED. NONE OF THE TRUSTEES HAVE A CONFLICT OF INTEREST WITH OUR HEAD OF SCHOOL. FORM 990, PART VI, SECTION C, LINE 19 HOLY TRINITY CLASSICAL CHRISTIAN SCHOOL, INC. MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC BY PROVIDING COPIES UPON REQUEST AND BY INSPECTION AT OUR SCHOOL, WHICH IS LOCATED AT 302 BURROUGHS AVE., BEAUFORT, SC 29902.