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Nonprofiteer
← CHIPPEWA VALLEY FAMILY YMCA INC ENDOWMENT TRUST

Form 990 for tax year 2023

Filed by CHIPPEWA VALLEY FAMILY YMCA INC ENDOWMENT TRUST.

Totals

Total revenue
$39,123
Total expenses
$5,146
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$39,123
Other revenue
$0
Total assets, end of year
$1,275,914
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,275,914
Program services expenses (Part IX)
$0
Management and general expenses
$5,146
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% 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 $31,432 · excluded $31,432

  • 7a · Gross sales of assets other than inventory

    securities $401,878

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

    securities $394,187

  • 7c · Gain or loss

    securities $7,691

  • 7d · Net gain or loss

    total $7,691 · related or exempt $7,691

Functional expenses

Part IX, the statement of functional expenses.

  • 11f · Fees: investment management

    total $5,146 · management and general $5,146

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $25,454 · end of year $28,328

  • 11 · Investments: publicly traded securities

    beginning of year $1,105,262 · end of year $1,247,586

  • 28 · Net assets with donor restrictions

    beginning of year $1,130,716 · end of year $1,275,914

Mission and programs · 2023

Mission

TO IMPROVE AND PERPETUATE THE YOUNG MEN'S CHRISTIAN ASSOCIATION OF THE CHIPPEWA VALLEY.

Activities or mission (Part I)

ACCUMULATION OF FUNDS TO BENEFIT AND PERPETUATE THE MISSION OF THE YOUNG MEN'S CHRISTIAN ASSOCIATION OF THE CHIPPEWA VALLEY.

  • ALLOCATION OF FUNDS TO SUPPORT THE MISSION AND SPECIAL PROJECTS OF THE YOUNG MEN'S CHRISTIAN ASSOCIATION OF THE CHIPPEWA VALLEY BY USING EARNED INTEREST FROM ITS CORPUS OR PRINCIPAL.

As filed on the 2023 return.

Listed in Part VII

  • Lori Geissler

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jeffry Zander

    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

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
5 November 2024
IRS schema version
2023v5.0
Source object
202433169349302773

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