Nonprofit · EIN 31-1603979
ST MICHAELS ENDOWMENT TRUST FUND
Tax-exempt · ORLANDO, FL 32804
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,340,910 | $0 | $1,340,910 | $2,084,326 | $0 | $2,084,326 |
| December 31, 2023 | 990 | $29,058 | $0 | $29,058 | $758,285 | $0 | $758,285 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,238,767
- Program service revenue
- $0
- Investment income
- $102,143
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $758,285
- Total assets, end of year
- $2,084,326
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,084,326
- Publicly traded securities
- $2,084,326
- Net assets without donor restrictions
- $2,084,326
- Gross receipts
- $1,340,910
- Employees
- 0
- Volunteers
- 1
- Year formed
- 1973
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| FR RICK LUONI | MEMBER/RECTOR Trustee or director | 2 | $0 | $113,171 | $70,995 |
| CRAIG MAUGHAN | MEMBER Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| FR RICK LUONI | MEMBER/RECTOR Trustee or director | 2 | $0 | $100,663 |
| CRAIG MAUGHAN | MEMBER Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2499 N WESTMORELAND DR, ORLANDO, FL 32804-4934
- Principal officer (990 for 2024)
- FR RICK LUONI, 2499 N WESTMORELAND DRIVE, ORLANDO, FL 32804
- Signed the 990
- FR RICK LUONI, MEMBER
- Phone
- (407) 843-8448
- Website
- WWW.STMICHAELSCHURCH.COM
- Return prepared by
- SCHAFER TSCHOPP WHITCOMB ET AL
Mission
TO PROVIDE SUPPORT TO ST. MICHAEL'S EPISCOPAL CHURCH, INC. (A NOT-FOR-PROFIT ORGANIZATION) FROM INVESTMENT INCOME FROM INVESTED FUNDS.
Program accomplishments
- THE ST. MICHAEL'S ENDOWMENT TRUST FUND WAS FORMED FOR THE SOLE PURPOSE OF RECEIVING, MANAGING AND INVESTING FUNDS SOLELY FOR THE BENEFIT OF ST. MICHAEL'S EPISCOPAL CHURCH, INC. (A NOT FOR PROFIT ORGANIZATION). IN ACCORDANCE WITH THE POLICY ESTABLISHED BY THE VESTRY OF THE CHURCH, DONATIONS TO THE TRUST FUND ARE TO BE MANAGED BY THE PLANNED GIVING COMMITTEE. THE TRUST FUND IS REQUIRED TO DISBURSE THE NET INCOME IN ANNUAL INSTALLMENTS TO ST. MICHAEL'S EPISOCPAL CHURCH, INC. THE FUNDS ARE TO BE USED BY THE CHURCH IN THE FOLLOWING MANNER: ONE-FOURTH TO BE USED FOR SCHOLARSHIPS OR GRANTS TO MEMBERS OF THE CHURCH FOR THE PURPOSE OF ATTENDING SEMINARY, CHURCH-RELATED CAMPING OR LEADERSHIP CONFERENCES, OR SUCH OTHER TRAINING WHICH WOULD ENABLE MEMBERS OF THE CONGREGATION TO GROW IN CHRISTIAN FAITH AND SERVICE TO GOD'S PEOPLE. ONE-FOURTH TO BE USED FOR CAPITAL IMPROVEMENTS TO REAL PROPERTY OWNED BY THE CHURCH. DISTRIBTUTIONS FOR CAPITAL IMPROVEMENTS SHALL NOT BE UTILIZED TO FUND A PORTION OF A FUND-RAISING PROGRAM TO BUILD ANY BUILDINGS OCCUPIED OR TO BE OCCUPIED BY THE CHURCH OR TO PAY PRINCIPAL AND INTEREST FOR ANY DEBT OWED BY THE CHURCH. ONE-FOURTH TO BE FOR OUTREACH COMMUNITY, INCLUDING, BUT NOT LIMITED TO, SOCIAL SERVICE AGENCIES TO WHICH THIS PARISH RELATES, OR TO SPECIAL PROGRAMS DESIGNED FOR THOSE PERSONS IN THE ORLANDO AREA WHO ARE IN SPIRITUAL AND/OR ECONOMIC NEED. ONE-FOURTH TO BE USED FOR PROJECTS OR THE DIOCESES OF CENTRAL FLORIDA, THE DIOCESE OF HONDURAS, THE DOMESTIC AND FOREIGN MISSIONARY SOCIETY, SCHOOLS, COLLEGES AND SEMINARIES, RETIREMENT FACILITIES, AND OTHER SPECIAL MINISTRIES.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 31-1603979
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1998
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Religion-related (X99Z)
- Assets (IRS master file)
- $2,084,326
- Income (IRS master file)
- $1,340,910
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,340,910 | $0 | $2,084,326 | XML |
| 990 | December 2023 | $29,058 | $0 | $758,285 | XML |
| 990 | December 2022 | $19,544 | $0 | $602,919 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-1603979).
Questions about ST MICHAELS ENDOWMENT TRUST FUND
- What is the EIN of ST MICHAELS ENDOWMENT TRUST FUND?
- The employer identification number (EIN) of ST MICHAELS ENDOWMENT TRUST FUND is 31-1603979.
- Is ST MICHAELS ENDOWMENT TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to ST MICHAELS ENDOWMENT TRUST FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does ST MICHAELS ENDOWMENT TRUST FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ST MICHAELS ENDOWMENT TRUST FUND due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ST MICHAELS ENDOWMENT TRUST FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of ST MICHAELS ENDOWMENT TRUST FUND?
- The 990 for the year ended December 31, 2024 names FR RICK LUONI.
- Who are the officers and directors of ST MICHAELS ENDOWMENT TRUST FUND?
- The 990 for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does ST MICHAELS ENDOWMENT TRUST FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,340,910, expenses of $0 and total assets of $2,084,326 at year end.
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