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← EVANSVILLE YMCA ENDOWMENT FUND

Form 990 for tax year 2023

Filed by EVANSVILLE YMCA ENDOWMENT FUND.

Totals

Total revenue
$71,720
Total expenses
$23,583
Contributions and grants received
$0
Grants paid
$14,821
Program service revenue
$0
Investment income
$71,720
Other revenue
$0
Total assets, end of year
$930,317
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$930,317
Program services expenses (Part IX)
$14,821
Management and general expenses
$8,762
Fundraising expenses
$0
Program service expenses (Part III)
$14,821

Program services were 62.8% 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 $21,738 · excluded $21,738

  • 7a · Gross sales of assets other than inventory

    securities $411,698

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

    securities $361,716

  • 7c · Gain or loss

    securities $49,982

  • 7d · Net gain or loss

    total $49,982 · excluded $49,982

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $14,821 · program services $14,821

  • 5 · Compensation of officers, directors and key employees

    total $7,703 · management and general $7,703

  • 11c · Fees: accounting

    total $1,000 · management and general $1,000

  • 11g · Fees: other

    total $59 · management and general $59

Balance sheet

Part X, book values.

  • 11 · Investments: publicly traded securities

    beginning of year $882,269 · end of year $930,317

  • 27 · Net assets without donor restrictions

    beginning of year $882,269 · end of year $930,317

Mission and programs · 2023

Mission

TO PROVIDE SUPPORT IN FURTHERANCE OF THE GENERAL PURPOSES OF THE YMCA OF SOUTHWESTERN INDIANA, INC., INCLUDING THE IMPROVEMENT OF THE SPIRITUAL, SOCIAL AND PHYSICAL CONDITION (WELL-BEING) OF YOUNG MEN. ALL NET INCOME FROM THE TRUST FUND IS TO BE PAID TO THE PUBLICLY SUPPORTED ORGANIZATION EACH YEAR. IN THE EVENT OF A CALAMITY, CATASTROPHE, OR EMERGENCY, THE INSTITUTIONAL TRUSTEE MAY INVADE THE PRINCIPAL OF THE TRUST FUND IN SUCH AMOUNT AS THE INSTITUTIONAL TRUSTEE DETERMINES, IN ITS SOLE AND ABSOLUTE DISCRETION, TO BE NECESSARY AND PROPER FOR THE BENEFIT OF THE PUBLICLY SUPPORTED ORGANIZATION. HOWEVER, THE TRUST CORPUS MAY NOT BE USED FOR THE PUBLICLY SUPPORTED ORGANIZATION'S OPERATING EXPENSES OR NORMAL CAPITAL EXPENDITURES.

  • DISTRIBUTE EARNINGS TO YMCA OF SOUTHWESTERN INDIANA, INC.

    Expenses $14,821 · Grants $14,821

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Old National Wealth Management

    TRUSTEE

    Total calculated
    $7,703
    From this org
    $7,703
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • David Mitchell

    PRESIDENT

    Total calculated
    $0

  • Sara Miller

    PRESIDENT-ELECT

    Total calculated
    $0

  • Rodgers Greenawalt

    TREASURER

    Total calculated
    $0

  • Brian Hancock

    SECRETARY

    Total calculated
    $0

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

No itemized grants to organizations 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
2023
Filed
26 March 2024
IRS schema version
2023v5.0
Source object
202421149349302057

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