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Nonprofiteer
← THE OWENSBORO FAMILY YMCA TRUST INC

Form 990 for tax year 2024

Filed by THE OWENSBORO FAMILY YMCA TRUST INC.

Totals

Total revenue
$109,127
Total expenses
$105,901
Contributions and grants received
$0
Grants paid
$96,217
Program service revenue
$0
Investment income
$109,127
Other revenue
$0
Total assets, end of year
$1,336,690
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,336,690
Program services expenses (Part IX)
$105,901
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$105,901

Program services were 100.0% 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 $109,927 · related or exempt $109,927

  • 7a · Gross sales of assets other than inventory

    securities $49,768

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

    securities $50,568

  • 7c · Gain or loss

    securities -$800

  • 7d · Net gain or loss

    total -$800 · related or exempt -$800

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $96,217 · program services $96,217

  • 11c · Fees: accounting

    total $895 · program services $895

  • 11f · Fees: investment management

    total $8,789 · program services $8,789

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $13,992 · end of year $13,537

  • 7 · Other notes and loans receivable

    beginning of year $947,339 · end of year $949,027

  • 11 · Investments: publicly traded securities

    beginning of year $349,422 · end of year $374,126

  • 28 · Net assets with donor restrictions

    beginning of year $1,310,753 · end of year $1,336,690

Mission and programs · 2024

Mission

TO AID AND PROMOTE IN CARRYING OUT THE MISSION AND PURPOSE OF THE OWENSBORO FAMILY YMCA, A 501(C)(3) ORGANIZATION, BY PROVIDING CONSISTENT ANNUAL FINANCIAL SUPPORT TO CURRENT OPERATING NEEDS.

Activities or mission (Part I)

TO SECURE THE FINANCIAL SUPPORT NECESSARY FOR THE FAMILY YMCA OF OWENSBORO-DAVIESS COUNTY, INC. WHO IS A 501(C)(3) ORGANIZATION TO FULFILL ITS CHARTERED MISSION.

  • MAINTAINED AND INVESTED DONATIONS AND BEQUESTS RECEIVED, WITH INVESTMENT PROCEEDS DISBURSED TO THE OWENSBORO FAMILY YMCA TO SUPPORT ITS CHARITABLE MISSION.

    Expenses $105,901 · Grants $96,217

As filed on the 2024 return.

Listed in Part VII

  • Terry Woodward

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Malcolm Bryant

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Noel Clayton

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Fred May

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Arthur Harreld

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Abby Shelton

    TRUSTEE - Y BOD CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Bo Ivey

    SECRETARY

    Total calculated
    $0
    Hours/week
    0

  • Carol Bothwell

    TREASURER

    Total calculated
    $0
    Hours/week
    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

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
2024
Filed
26 June 2025
IRS schema version
2024v5.2
Source object
202541779349300529

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