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Nonprofit · EIN 38-6051697

NELLIE H STEVENS TESTEMENTARY TRUSTS

Also known as YMCA & YWCA

Tax-exempt · CINCINNATI, OH 45263

Financials

$67K$75K2022$63K$84K2023$222K$88K2024
Revenue Expenses · by fiscal year end
Financials of NELLIE H STEVENS TESTEMENTARY TRUSTS by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
November 30, 2025990$222,091$88,375$133,716$1,171,415$0$1,171,415
November 30, 2024990$62,997$83,636-$20,639$1,037,700$0$1,037,700
November 30, 2023990$66,753$75,245-$8,492$1,058,342$0$1,058,342
Financial details: 990 for the year ended November 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$222,091
Net gain from sales of assets
$192,501
Other revenue
$0

Expenses

Grants and similar amounts paid
$69,262
Compensation of officers, directors and key employees
$17,201
Salaries, compensation and benefits (total)
$17,201
Professional fundraising fees
$0
Accounting fees
$1,470
Program services (functional)
$71,842
Management and general (functional)
$16,533

Balance sheet and other

Total assets, start of year
$1,037,700
Total assets, end of year
$1,171,415
Total liabilities, end of year
$0
Net assets, end of year
$1,171,415
Publicly traded securities
$1,116,265
Gross receipts
$844,158
Employees
0
Year formed
1945
State of legal domicile
MI

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 November 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
FIFTH THIRD BANK NATRUSTEE
Institutional trustee
1$17,202
990 for the year ended November 30, 2024: 1 people
NameTitleHours / weekCompensation
FIFTH THIRD BANK NATRUSTEE
Institutional trustee
1$16,226
990 for the year ended November 30, 2023: 1 people
NameTitleHours / weekCompensation
FIFTH THIRD BANK NATRUSTEE
Institutional trustee
1$14,815

Address and contacts

Address (IRS master file)
PO BOX 630858, CINCINNATI, OH 45263-0858
In care of
% HEIDI JARK
Principal officer (990 for 2024)
FIFTH THIRD BANK NA, 111 LYON ST NW, GRAND RAPIDS, MI 49503
Signed the 990
MATTHEW CAROTHERS, Trustee
Phone
(800) 400-0439
Return prepared by
PWC US TAX LLP

Mission

TRUST ASSETS ARE INVESTED TO PROVIDE INCOME TO BE DISTRIBUTED TO THE CHARITIES NAMED IN THE GOVERNING DOCUMENT.

990 for the year ended November 30, 2025

Program accomplishments

  • DISTRIBUTIONS TO VARIOUS CHARITABLE ORGANIZATIONS AS DIRECTED BY THE GOVERNING DOCUMENT.
    Expenses $71,842 · grants $69,262

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 November, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2024November 30, 2025April 15, 2026990 on file
2023November 30, 2024April 15, 2025990 on file
2022November 30, 2023April 15, 2024990 on file

IRS record

EIN
38-6051697
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
2019
Accounting year ends
November
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,171,415
Income (IRS master file)
$844,158

Filing history

FormYear endedRevenueExpensesAssetsReturn
990November 2025$222,091$88,375$1,171,415XML
990November 2024$62,997$83,636$1,037,700XML
990November 2023$66,753$75,245$1,058,342XML
990November 2022$51,534$80,194$1,066,835IRS
990November 2021–––IRS
990November 2020–––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 38-6051697).

Questions about NELLIE H STEVENS TESTEMENTARY TRUSTS

What is the EIN of NELLIE H STEVENS TESTEMENTARY TRUSTS?
The employer identification number (EIN) of NELLIE H STEVENS TESTEMENTARY TRUSTS is 38-6051697.
Is NELLIE H STEVENS TESTEMENTARY TRUSTS tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
Are donations to NELLIE H STEVENS TESTEMENTARY TRUSTS tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
Which annual return does NELLIE H STEVENS TESTEMENTARY TRUSTS 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 NELLIE H STEVENS TESTEMENTARY TRUSTS due?
The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did NELLIE H STEVENS TESTEMENTARY TRUSTS last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended November 2025.
Who is the principal officer of NELLIE H STEVENS TESTEMENTARY TRUSTS?
The 990 for the year ended November 30, 2025 names FIFTH THIRD BANK NA.
Who are the officers and directors of NELLIE H STEVENS TESTEMENTARY TRUSTS?
The 990 for the year ended November 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $17,202 (FIFTH THIRD BANK NA, TRUSTEE).
How much revenue does NELLIE H STEVENS TESTEMENTARY TRUSTS have?
On its 990 for the year ended November 30, 2025 it reported revenue of $222,091, expenses of $88,375 and total assets of $1,171,415 at year end.

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