Nonprofit · EIN 13-6711994
WALLICK FORD AND DORA TRUST FBO THE YMCA OF MIAMI COUNTY AND MANCHESTE
Tax-exempt · RICHMOND, IN 47375
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $337,941 | $222,981 | $114,960 | $3,409,288 | $0 | $3,409,288 |
| December 31, 2024 | 990 | $239,433 | $228,398 | $11,035 | $3,294,329 | $0 | $3,294,329 |
| December 31, 2023 | 990 | $162,505 | $229,120 | -$66,615 | $3,283,295 | $0 | $3,283,295 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $337,941
- Net gain from sales of assets
- $223,646
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $205,559
- Compensation of officers, directors and key employees
- $15,795
- Salaries, compensation and benefits (total)
- $15,795
- Professional fundraising fees
- $0
- Accounting fees
- $1,395
- Program services (functional)
- $205,559
- Management and general (functional)
- $17,422
Balance sheet and other
- Total assets, start of year
- $3,294,329
- Total assets, end of year
- $3,409,288
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,409,288
- Gross receipts
- $567,511
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1975
- State of legal domicile
- IN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST BANK RICHMOND | TRUSTEE Institutional trustee | 2 | $15,795 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST BANK RICHMOND | TRUSTEE Institutional trustee | 2 | $15,430 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST BANK RICHMOND | TRUSTEE Institutional trustee | 2 | $14,896 |
Address and contacts
- Address (IRS master file)
- PO BOX 937, RICHMOND, IN 47375-0937
- In care of
- % CITIBANK NA TTE
- Principal officer (990 for 2025)
- ALAN SPEARS, 20 NORTH 9TH ST, RICHMOND, IN 47374
- Signed the 990
- ALAN SPEARS, SENIOR VICE PRESIDENT/TRUST OF
- Phone
- (765) 973-4209
- Return prepared by
- BRADY WARE & SCHOENFELD INC
Mission
TO SUPPORT THE MIAMI COUNTY YMCA OF PERU, INDIANA AND MANCHESTER COLLEGE IN MANCHESTER, INDIANA.
Program accomplishments
- MIAMI COUNTY YMCA, PERU, INDIANA - PURSUANT TO TERMS OF TRUST AGREEMENTExpenses $136,697 · grants $136,697
- MANCHESTER COLLEGE, MANCHESTER, INDIANA - PURSUANT TO TERMS OF TRUST AGREEMENTExpenses $68,862 · grants $68,862
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 13-6711994
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T11)
- Assets (IRS master file)
- $3,409,288
- Income (IRS master file)
- $567,511
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $337,941 | $222,981 | $3,409,288 | IRS |
| 990 | December 2024 | $239,433 | $228,398 | $3,294,329 | XML |
| 990 | December 2023 | $162,505 | $229,120 | $3,283,295 | XML |
| 990 | December 2022 | $104,957 | $230,899 | $3,349,910 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-6711994).
Questions about WALLICK FORD AND DORA TRUST FBO THE YMCA OF MIAMI COUNTY AND MANCHESTE
- What is the EIN of WALLICK FORD AND DORA TRUST FBO THE YMCA OF MIAMI COUNTY AND MANCHESTE?
- The employer identification number (EIN) of WALLICK FORD AND DORA TRUST FBO THE YMCA OF MIAMI COUNTY AND MANCHESTE is 13-6711994.
- Is WALLICK FORD AND DORA TRUST FBO THE YMCA OF MIAMI COUNTY AND MANCHESTE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to WALLICK FORD AND DORA TRUST FBO THE YMCA OF MIAMI COUNTY AND MANCHESTE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does WALLICK FORD AND DORA TRUST FBO THE YMCA OF MIAMI COUNTY AND MANCHESTE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WALLICK FORD AND DORA TRUST FBO THE YMCA OF MIAMI COUNTY AND MANCHESTE due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WALLICK FORD AND DORA TRUST FBO THE YMCA OF MIAMI COUNTY AND MANCHESTE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of WALLICK FORD AND DORA TRUST FBO THE YMCA OF MIAMI COUNTY AND MANCHESTE?
- The 990 for the year ended December 31, 2025 names ALAN SPEARS.
- Who are the officers and directors of WALLICK FORD AND DORA TRUST FBO THE YMCA OF MIAMI COUNTY AND MANCHESTE?
- The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $15,795 (FIRST BANK RICHMOND, TRUSTEE).
- How much revenue does WALLICK FORD AND DORA TRUST FBO THE YMCA OF MIAMI COUNTY AND MANCHESTE have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $337,941, expenses of $222,981 and total assets of $3,409,288 at year end.
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