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← WILLIAM H GILBERT TESTAMENTARY TRUST FBO YMCA ETAL 3108027

Form 990 for tax year 2022

Filed by WILLIAM H GILBERT TESTAMENTARY TRUST FBO YMCA ETAL 3108027.

Totals

Total revenue
$14,421
Total expenses
$32,696
Contributions and grants received
$0
Grants paid
$25,500
Program service revenue
$0
Investment income
$14,421
Other revenue
$0
Total assets, end of year
$415,264
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$415,264
Program services expenses (Part IX)
$25,500
Management and general expenses
$7,196
Fundraising expenses
$0
Program service expenses (Part III)
$26,381

Program services were 78.0% 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 $8,870 · excluded $8,870

  • 7a · Gross sales of assets other than inventory

    securities $270,351

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

    securities $264,800

  • 7c · Gain or loss

    securities $5,551

  • 7d · Net gain or loss

    total $5,551 · excluded $5,551

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $25,500 · program services $25,500

  • 5 · Compensation of officers, directors and key employees

    total $5,877 · management and general $5,877

  • 11c · Fees: accounting

    total $1,175 · management and general $1,175

  • 24e · All other expenses

    total $144 · management and general $144

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1 · end of year $2

  • 2 · Savings and temporary cash investments

    beginning of year $29,772 · end of year $16,879

  • 11 · Investments: publicly traded securities

    beginning of year $403,831 · end of year $398,383

  • 29 · Capital stock, trust principal or current funds

    beginning of year $433,604 · end of year $415,264

Mission and programs · 2022

Mission

DISTRIBUTIONS ARE PAID TO NAMED CHARITIES PER TERMS OF THE GOVERNING DOCUMENT TO HELP DEFRAY EXPENSES OF THE CHARITY.

  • YWCA WEST CENTRAL MI

    Expenses $5,276 · Grants $5,100

  • ASSOCIATION FOR THE BLIND & VISUALLY IMPAIRED

    Expenses $5,276 · Grants $5,100

  • GRAND RAPIDS ART MUSEUM

    Expenses $5,276 · Grants $5,100

  • Expenses $10,553 · Grants $10,200

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Fifth Third Bank N A

    TRUSTEE

    Total calculated
    $5,877
    From this org
    $5,877
    From related orgs
    $0
    Other
    $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

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
6 April 2023
IRS schema version
2022v5.0
Source object
202341149349301429

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