Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 39-6048905

APPLETON Y M C A ENDOWMENT TRUST

Also known as NATL MNFCTRS BK OF NEENAH ETAL TTEE

Tax-exempt · APPLETON, WI 54911

Financials

$713K$282K2024
Revenue Expenses · by fiscal year end
Financials of APPLETON Y M C A ENDOWMENT TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$713,126$281,896$431,230$5,477,503$0$5,477,503
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$429,571
Program service revenue
$0
Investment income
$283,555
Net gain from sales of assets
$125,627
Other revenue
$0

Expenses

Grants and similar amounts paid
$261,184
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$261,184
Management and general (functional)
$20,712

Balance sheet and other

Total assets, start of year
$5,046,273
Total assets, end of year
$5,477,503
Total liabilities, end of year
$0
Net assets, end of year
$5,477,503
Publicly traded securities
$5,442,158
Gross receipts
$2,069,236
Employees
0
Volunteers
7
Year formed
1958
State of legal domicile
WI

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
Brian FlanaganTrustee
Trustee or director
1$0
Dan EvensenTrustee
Trustee or director
1$0
David SavidesChair
Trustee or director
1$0
Jerry RickmanTrustee
Trustee or director
1$0
Paul TriggTrustee
Trustee or director
1$0
Peter SchaeferTrustee
Trustee or director
1$0
Tom BoldtTrustee
Trustee or director
1$0

Address and contacts

Address (IRS master file)
218 E LAWRENCE ST, APPLETON, WI 54911-5724
In care of
% JPMORGAN CHASE BANK NA
Principal officer (990 for 2024)
YMCA of the Fox Cities Inc, 218 East Lawrence Street, Appleton, WI 54911
Signed the 990
Emma Reiser, CFO
Phone
(920) 739-6135
Return prepared by
CliftonLarsonAllen LLP

Mission

Endowment support for the Appleton Branch of the YMCA of the Fox Cities.

990 for the year ended June 30, 2025

Program accomplishments

  • YMCA of the Fox Cities Support
    Expenses $261,184 · grants $261,184

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

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
39-6048905
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
1958
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P27I)
Assets (IRS master file)
$5,477,503
Income (IRS master file)
$2,069,236

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025–––IRS
990June 2024–––IRS
990June 2023$606,428$266,254$4,819,654IRS
990June 2022–––IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about APPLETON Y M C A ENDOWMENT TRUST

What is the EIN of APPLETON Y M C A ENDOWMENT TRUST?
The employer identification number (EIN) of APPLETON Y M C A ENDOWMENT TRUST is 39-6048905.
Is APPLETON Y M C A ENDOWMENT TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1958.
Are donations to APPLETON Y M C A ENDOWMENT TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does APPLETON Y M C A ENDOWMENT TRUST 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 APPLETON Y M C A ENDOWMENT TRUST due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did APPLETON Y M C A ENDOWMENT TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of APPLETON Y M C A ENDOWMENT TRUST?
The 990 for the year ended June 30, 2025 names YMCA of the Fox Cities Inc.
Who are the officers and directors of APPLETON Y M C A ENDOWMENT TRUST?
The 990 for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
How much revenue does APPLETON Y M C A ENDOWMENT TRUST have?
On its 990 for the year ended June 30, 2025 it reported revenue of $713,126, expenses of $281,896 and total assets of $5,477,503 at year end.

Other nonprofits in APPLETON

All nonprofits in APPLETON · Wisconsin · Human services