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Nonprofiteer
← WILMA O SCHAUFLER TR UW

Form 990 for tax year 2024

Filed by WILMA O SCHAUFLER TR UW.

Totals

Total revenue
$66,894
Total expenses
$101,437
Contributions and grants received
$0
Grants paid
$80,717
Program service revenue
$0
Investment income
$66,894
Other revenue
$0
Total assets, end of year
$1,390,836
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,390,836
Program services expenses (Part IX)
$84,793
Management and general expenses
$16,644
Fundraising expenses
$0
Program service expenses (Part III)
$84,793

Program services were 83.6% 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.

  • 2a · Program service revenue: INTEREST ON MORTGAGE

  • 2b · Program service revenue: PRINCIPAL ON MORTGAGE

  • 3 · Investment income

    total $52,823 · excluded $52,823

  • 7a · Gross sales of assets other than inventory

    securities $41,821

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

    securities $27,750

  • 7c · Gain or loss

    securities $14,071

  • 7d · Net gain or loss

    total $14,071 · excluded $14,071

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $80,717 · program services $80,717

  • 5 · Compensation of officers, directors and key employees

    total $20,381 · program services $4,076 · management and general $16,305

  • 24a · Other expenses: FOREIGN TAX - QUALIFIED DIV

    total $227 · management and general $227

  • 24b · Other expenses: FOREIGN TAXES - NONQUALIFEID DIV

    total $112 · management and general $112

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $20,501 · end of year $11,750

  • 11 · Investments: publicly traded securities

    beginning of year $1,404,506 · end of year $1,379,086

  • 29 · Capital stock, trust principal or current funds

    beginning of year $1,425,007 · end of year $1,390,836

Mission and programs · 2024

Mission

THE WILL OF WILMA O SCHAUFLER ESTABLISHED A TRUST, THE INCOME FROM WHICH IS PERPETUALLY PAID TO THE FIRST UNITED METHODIST CHURCH, THE NAMED BENEFICIARY.

  • IN SUPPORT OF THE FIRST UNITED METHODIST CHURCH

    Expenses $84,793 · Grants $80,717

As filed on the 2024 return.

Listed in Part VII

  • PNC BANK NA

    TRUSTEE

    Total calculated
    $20,381
    From this org
    $20,381
    From related orgs
    $0
    Other
    $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

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
19 December 2025
IRS schema version
2024v5.2
Source object
202620439349300807

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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