Nonprofit · EIN 38-6051722
WILLIAM H GILBERT TESTAMENTARY TRUST FBO YMCA ETAL 3108027
Tax-exempt · CINCINNATI, OH 45263
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $65,696 | $34,723 | $30,973 | $459,605 | $0 | $459,605 |
| December 31, 2024 | 990 | $50,791 | $32,508 | $18,283 | $428,654 | $0 | $428,654 |
| December 31, 2023 | 990 | $25,480 | $30,347 | -$4,867 | $410,335 | $0 | $410,335 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $65,696
- Net gain from sales of assets
- $53,605
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $26,212
- Compensation of officers, directors and key employees
- $6,851
- Salaries, compensation and benefits (total)
- $6,851
- Professional fundraising fees
- $0
- Accounting fees
- $1,500
- Program services (functional)
- $27,240
- Management and general (functional)
- $7,483
Balance sheet and other
- Total assets, start of year
- $428,654
- Total assets, end of year
- $459,605
- Total liabilities, end of year
- $0
- Net assets, end of year
- $459,605
- Publicly traded securities
- $438,262
- Gross receipts
- $204,432
- Employees
- 0
- Year formed
- 1947
- 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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A | TRUSTEE Institutional trustee | 1 | $6,851 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A | TRUSTEE Institutional trustee | 1 | $6,525 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A | TRUSTEE Institutional trustee | 1 | $5,903 |
Address and contacts
- Address (IRS master file)
- PO BOX 630858, CINCINNATI, OH 45263-0858
- In care of
- % HEIDI JARK
- Principal officer (990 for 2025)
- FIFTH THIRD BANK N A, 38 FOUNTAIN SQ PL MD1090VD, CINCINNATI, OH 45202
- Signed the 990
- MATTHEW CAROTHERS, Trustee
- Phone
- (513) 534-5310
- Return prepared by
- PWC US TAX LLP
Mission
DISTRIBUTIONS ARE PAID TO NAMED CHARITIES PER TERMS OF THE GOVERNING DOCUMENT TO HELP DEFRAY EXPENSES OF THE CHARITY.
Program accomplishments
- YWCA WEST CENTRAL MIExpenses $5,448 · grants $5,242
- ASSOCIATION FOR THE BLIND & VISUALLY IMPAIREDExpenses $5,448 · grants $5,242
- GRAND RAPIDS ART MUSEUMExpenses $5,448 · grants $5,242
- Expenses $10,896 · grants $10,485
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
- 38-6051722
- 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
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $459,605
- Income (IRS master file)
- $204,432
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $65,696 | $34,723 | $459,605 | IRS |
| 990 | December 2024 | $50,791 | $32,508 | $428,654 | XML |
| 990 | December 2023 | $25,480 | $30,347 | $410,335 | XML |
| 990 | December 2022 | $14,421 | $32,696 | $415,264 | 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 38-6051722).
Questions about WILLIAM H GILBERT TESTAMENTARY TRUST FBO YMCA ETAL 3108027
- What is the EIN of WILLIAM H GILBERT TESTAMENTARY TRUST FBO YMCA ETAL 3108027?
- The employer identification number (EIN) of WILLIAM H GILBERT TESTAMENTARY TRUST FBO YMCA ETAL 3108027 is 38-6051722.
- Is WILLIAM H GILBERT TESTAMENTARY TRUST FBO YMCA ETAL 3108027 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to WILLIAM H GILBERT TESTAMENTARY TRUST FBO YMCA ETAL 3108027 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does WILLIAM H GILBERT TESTAMENTARY TRUST FBO YMCA ETAL 3108027 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 WILLIAM H GILBERT TESTAMENTARY TRUST FBO YMCA ETAL 3108027 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 WILLIAM H GILBERT TESTAMENTARY TRUST FBO YMCA ETAL 3108027 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 WILLIAM H GILBERT TESTAMENTARY TRUST FBO YMCA ETAL 3108027?
- The 990 for the year ended December 31, 2025 names FIFTH THIRD BANK N A.
- Who are the officers and directors of WILLIAM H GILBERT TESTAMENTARY TRUST FBO YMCA ETAL 3108027?
- The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $6,851 (FIFTH THIRD BANK N A, TRUSTEE).
- How much revenue does WILLIAM H GILBERT TESTAMENTARY TRUST FBO YMCA ETAL 3108027 have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $65,696, expenses of $34,723 and total assets of $459,605 at year end.
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