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Nonprofiteer
← YMCA ET AL TRUST U/W FRANK P PHILIPS

Form 990 for tax year 2024

Filed by YMCA ET AL TRUST U/W FRANK P PHILIPS.

Totals

Total revenue
$66,689
Total expenses
$44,031
Contributions and grants received
$0
Grants paid
$35,505
Program service revenue
$0
Investment income
$66,689
Other revenue
$0
Total assets, end of year
$1,190,913
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,190,913
Program services expenses (Part IX)
$35,505
Management and general expenses
$8,526
Fundraising expenses
$0
Program service expenses (Part III)
$35,505

Program services were 80.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $36,279 · excluded $36,279

  • 7a · Gross sales of assets other than inventory

    securities $152,049

  • 7b · Less cost or other basis and sales expenses

    securities $121,639

  • 7c · Gain or loss

    securities $30,410

  • 7d · Net gain or loss

    total $30,410 · excluded $30,410

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $35,505 · program services $35,505

  • 11c · Fees: accounting

    total $1,691 · management and general $1,691

  • 11f · Fees: investment management

    total $6,835 · management and general $6,835

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $11,935 · end of year $12,125

  • 4 · Accounts receivable

    beginning of year $661 · end of year $498

  • 11 · Investments: publicly traded securities

    beginning of year $1,155,659 · end of year $1,178,290

  • 27 · Net assets without donor restrictions

    beginning of year $1,168,255 · end of year $1,190,913

Mission and programs · 2024

Mission

DISTRIBUTIONS TO EXEMPT ORGANIZATIONS LISTED IN THE TRUST DOCUMENTS

Activities or mission (Part I)

TO PROVIDE SUPPORT FOR LOCAL CHILDREN'S SERVICES THROUGH MONETARY AND NONMETARY MEANS

  • YMCA - FOR CHILDREN'S SERVICES

    Expenses $17,753 · Grants $17,753

  • PALMER HOME FOR CHILDREN - ORPHANAGE

    Expenses $8,876 · Grants $8,876

  • SALVATION ARMY & MAIN STREET PRESBYTERIAN

    Expenses $8,876 · Grants $8,876

As filed on the 2024 return.

Listed in Part VII

  • Huntington National Bank

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2024
Filed
15 June 2026
IRS schema version
2024v5.5
Source object
202641669349301734

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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