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← TRUST UW ELMER A SPERRY T 3012

Form 990 for tax year 2023

Filed by TRUST UW ELMER A SPERRY T 3012.

Totals

Total revenue
$592,755
Total expenses
$642,926
Contributions and grants received
$0
Grants paid
$544,611
Program service revenue
$0
Investment income
$592,755
Other revenue
$0
Total assets, end of year
$7,438,088
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$7,438,088
Program services expenses (Part IX)
$580,323
Management and general expenses
$62,603
Fundraising expenses
$0
Program service expenses (Part III)
$580,323

Program services were 90.3% 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 $265,750 · excluded $265,750

  • 7a · Gross sales of assets other than inventory

    securities $2,999,881

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

    securities $2,672,876

  • 7c · Gain or loss

    securities $327,005

  • 7d · Net gain or loss

    total $327,005 · excluded $327,005

  • 11a · Other revenue: DEFERRED INCOME

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $544,611 · program services $544,611

  • 5 · Compensation of officers, directors and key employees

    total $91,348 · program services $35,462 · management and general $55,886

  • 24a · Other expenses: FOREIGN TAXES

    total $6,717 · management and general $6,717

  • 24b · Other expenses: NY AG FILING FEE

    total $250 · program services $250

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $30,238 · end of year $71,221

  • 2 · Savings and temporary cash investments

    beginning of year $125,768 · end of year $56,495

  • 11 · Investments: publicly traded securities

    beginning of year $7,332,483 · end of year $7,310,372

  • 29 · Capital stock, trust principal or current funds

    beginning of year $7,488,489 · end of year $7,438,088

Mission and programs · 2023

Mission

SUPPORTS YMCA OF GREATER NY WITH PREFERENCE FOR THE FLATBUSH AVE YMCA BRANCH

  • SUPPORTS YMCA OF GREATER NY

    Expenses $580,323 · Grants $544,611

As filed on the 2023 return.

Listed in Part VII

  • Chris Blunt

    CO-TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Charles King

    CO-TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Consuelo Mack

    CO-TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • William Rueckert

    CO-TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Jp Morgan Chase Bank Na

    TRUSTEE

    Total calculated
    $91,348
    From this org
    $91,348
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

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

  • YMCA OF GREATER NEW YORK

    $544,611

    SUPPORT THE YMCA OF GREATER NEW YORK WITH A REQUEST THAT THE DISTRIBUTION BE APPLIED TO THE FLATBUSH AVE., BROOKLYN BRANCH YMCA

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
8 April 2024
IRS schema version
2023v5.0
Source object
202421139349300122

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