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Nonprofiteer
← VIRGINIA HENRY CHARITABLE TRUST 0403231952

Form 990 for tax year 2024

Filed by VIRGINIA HENRY CHARITABLE TRUST 0403231952.

Totals

Total revenue
$3,394,521
Total expenses
$1,577,002
Contributions and grants received
$0
Grants paid
$1,396,978
Program service revenue
$0
Investment income
$3,414,959
Other revenue
-$20,438
Total assets, end of year
$27,145,525
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$27,145,525
Program services expenses (Part IX)
$1,478,757
Management and general expenses
$98,245
Fundraising expenses
$0
Program service expenses (Part III)
$1,478,757

Program services were 93.8% 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 $755,016 · excluded $755,016

  • 7a · Gross sales of assets other than inventory

    securities $14,032,681

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

    securities $11,372,738

  • 7c · Gain or loss

    securities $2,659,943

  • 7d · Net gain or loss

    total $2,659,943 · excluded $2,659,943

  • 11a · Other revenue: PARTNERSHIP INVESTMENT LOSSES

    total -$20,470 · excluded -$20,470

  • 11b · Other revenue: OTHER INCOME

    total $32 · excluded $32

  • 11e · Other revenue, total

    -$20,438

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,396,978 · program services $1,396,978

  • 5 · Compensation of officers, directors and key employees

    total $152,069 · program services $81,779 · management and general $70,290

  • 11c · Fees: accounting

    total $2,515 · management and general $2,515

  • 11f · Fees: investment management

    total $0 · program services $0 · management and general $0

  • 11g · Fees: other

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 24a · Other expenses: FOREIGN TAXES

    total $22,166 · management and general $22,166

  • 24b · Other expenses: CLASS ACTION FILING FEE

    total $156 · management and general $156

  • 24c · Other expenses: ADR FEE

    total $2,797 · management and general $2,797

  • 24d · Other expenses: NTGI MISCELLANEOUS FEES

    total $306 · management and general $306

  • 24e · All other expenses

    total $15 · management and general $15

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,556,780 · end of year $562,057

  • 11 · Investments: publicly traded securities

    beginning of year $22,988,251 · end of year $26,583,468

  • 12 · Investments: other securities

    beginning of year $921,422

  • 29 · Capital stock, trust principal or current funds

    beginning of year $25,466,453 · end of year $27,145,525

Mission and programs · 2024

Mission

SUPPORT YMCA AND YWCA OF MARSHALLTOWN, IA

  • YWCA OF MARSHALLTOWN - GRANT

    Expenses $1,478,757 · Grants $1,396,978

As filed on the 2024 return.

Listed in Part VII

  • Northern Trust Company

    TRUSTEE

    Total calculated
    $152,070
    From this org
    $152,070
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

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
13 October 2025
IRS schema version
2024v5.2
Source object
202533099349302408

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