Serra Trust Fund For Vocations
- Assets
- $809.4k
- Revenue
- $42.6k
- Investments
- $0.0
- Employees
- 0
- Location
- Arvada, CO
- Founding
- 01/1986
- Data as of
- 06/2022
- EIN
- 74-6335799
Organization Overview
Serra Trust Fund For Vocations is located in Arvada, CO. The organization was established in 1986. According to its NTEE Classification (T30) the organization is classified as: Public Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is the central organization for a national or regional group of organizations. Serra Trust Fund For Vocations is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Serra Trust Fund For Vocations generated $42.6k in total revenue. The organization has seen a slow decline revenue. Over the past 7 years, revenues have fallen by an average of (1.1%) each year. All expenses for the organization totaled $55.5k during the year ending 06/2022. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
ENCOURAGE AND FOSTER RELIGIOUS VOCATIONS BY PROVIDING AID THAT MEETS THE REQUIREMENTS OF THE BYLAWS OF OUR TRUST FUND. WE PROVIDE AID TO MEN AND WOMEN IN TRAINING FOR THE CATHOLIC ARCHDIOCESE OF DENV
Describe the Organization's Program Activity:
Part 3 - Line 4a
GRANTS ARE MADE TO INDIVIDUALS AND RELIGIOUS ORGANIZATIONS TO FOSTER VOCATIONS IN THE ARCHDIOCESE OF DENVER. GRANTS ARE MADE TO PROVIDE FINANCIAL ASSISTANCE TO INDIVIDUALS DISCERNING OR IN STUDY FOR THE RELIGIOUS LIFE. GRANTS ARE MADE TO AFFIRM AND SUPPORT THEIR ACCOMPLISHMENTS IN RELIGIOUS LIFE.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Gregory Breen Treasurer | OfficerTrustee | 3 | $0 |
Renee Law Vice Chairman | OfficerTrustee | 2 | $0 |
Betty Jane Nelson Secretary | OfficerTrustee | 3 | $0 |
David Myhill Chairman | OfficerTrustee | 3 | $0 |
Robert Buck Board Member | Trustee | 1 | $0 |
Lucy Kane Board Member | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $1,575 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $1,575 |
| Total Program Service Revenue | $0 |
| Investment income | $36,330 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $4,665 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $42,570 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $55,078 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $350 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $46 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $55,474 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $3,589 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $805,791 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $809,380 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $809,380 |
| Total liabilities and net assets/fund balances | $809,380 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Serra Trust Fund For Vocations has recieved totaling $25,000.
| Awarding Organization | Amount |
|---|---|
Catholic Foundation For The Roman Catholic Church In Northern Co Greenwood Village, CO PURPOSE: Preparing Future Priests | $25,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Peopleforbikes Foundation Boulder, CO | $3,836,789 | $4,747,548 |
Olathe Health System Inc Olathe, KS | $604,759,622 | $8,223,691 |
Grand Teton National Park Foundation Moose, WY | $17,490,260 | $12,374,107 |
Colorado Springs Health Foundation Colorado Springs, CO | $192,761,783 | $20,158,263 |
Community Clinics At Mrh Craig, CO | $2,546,314 | $4,871,469 |
Park City Community Foundation Park City, UT | $23,921,888 | $11,932,031 |
Love Family Affiliated Fund Of The Oklahoma City Community Foundation Oklahoma City, OK | $15,024,266 | $3,226,115 |
Cnm Ingenuity Incoproration Albuquerque, NM | $23,986,328 | $5,524,320 |
Pi Foundation Inc Salt Lake City, UT | $42,544,136 | $12,945,919 |
Sun Angel Foundation Inc Tempe, AZ | $37,255,454 | $9,354,798 |
Thunderbirds Charities Phoenix, AZ | $6,399,663 | $6,410,602 |
Yeshiva Of Phoenix Phoenix, AZ | $4,803,605 | $7,122,946 |