Civic Intelligence

Trust Uwo Elmer a Sperry for YMCA Of

EIN 13-6048373 • 501(c)3 • Chicago, IL

Chicago, IL
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

9th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

10th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

68th percentile

15%

Higher net margin than 68% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

38th percentile

$100,706

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 13.2% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

41st percentile

1.5%

Faster asset growth than 41% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

75th percentile

29%

Faster revenue growth than 75% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$7,549,820

Up $111,732 (+1.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$7,549,820

Up $111,732 (+1.5%) from 2023

Operations
Liabilities / Revenue10th percentileNet Margin68th percentile

Revenue

Up

$763,237

Up $170,482 (+29%) from 2023

Expenses

Up

$648,128

Up $5,202 (+0.8%) from 2023

Net Income

Up

$115,109

Up $165,280 (+329%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2013: $7,484,795Liabilities 2013: $0Net Assets 2013: $7,484,7952013Assets 2014: $7,516,233Liabilities 2014: $0Net Assets 2014: $7,516,2332014Assets 2015: $7,540,751Liabilities 2015: $0Net Assets 2015: $7,540,7512015Assets 2016: $7,433,895Liabilities 2016: $0Net Assets 2016: $7,433,8952016Assets 2017: $7,778,827Liabilities 2017: $0Net Assets 2017: $7,778,8272017Assets 2018: $7,903,911Liabilities 2018: $0Net Assets 2018: $7,903,9112018Assets 2019: $7,978,021Liabilities 2019: $0Net Assets 2019: $7,978,0212019Assets 2020: $7,870,816Liabilities 2020: $0Net Assets 2020: $7,870,8162020Assets 2021: $7,841,681Liabilities 2021: $0Net Assets 2021: $7,841,6812021Assets 2022: $7,488,489Liabilities 2022: $0Net Assets 2022: $7,488,4892022Assets 2023: $7,438,088Liabilities 2023: $0Net Assets 2023: $7,438,0882023Assets 2024: $7,549,820Liabilities 2024: $0Net Assets 2024: $7,549,8202024

Highlighted filing

2024

Assets$7,549,820
Liabilities$0
Net Assets$7,549,820
Open 2024 Filing

Operations Trend

Revenue Growth75th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2013: $444,972Expenses 2013: $299,389Net Income 2013: $145,5832013Revenue 2014: $347,114Expenses 2014: $312,203Net Income 2014: $34,9112014Revenue 2015: $348,877Expenses 2015: $323,689Net Income 2015: $25,1882015Revenue 2016: $215,060Expenses 2016: $321,768Net Income 2016: -$106,7082016Revenue 2017: $673,436Expenses 2017: $327,097Net Income 2017: $346,3392017Revenue 2018: $467,952Expenses 2018: $341,721Net Income 2018: $126,2312018Revenue 2019: $490,110Expenses 2019: $415,661Net Income 2019: $74,4492019Revenue 2020: $429,014Expenses 2020: $533,759Net Income 2020: -$104,7452020Revenue 2021: $561,674Expenses 2021: $589,901Net Income 2021: -$28,2272021Revenue 2022: $286,750Expenses 2022: $639,384Net Income 2022: -$352,6342022Revenue 2023: $592,755Expenses 2023: $642,926Net Income 2023: -$50,1712023Revenue 2024: $763,237Expenses 2024: $648,128Net Income 2024: $115,1092024

Highlighted filing

2024

Revenue$763,237
Expenses$648,128
Net Income$115,109
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$7,549,820
Liabilities
$0
Net assets
$7,549,820
Revenue
$763,237
Expenses
$648,128
Net income
$115,109
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.55$0.00$7.55$0.76$0.65$0.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.44$0.00$7.44$0.59$0.64$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.49$0.00$7.49$0.29$0.64$0.35
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.84$0.00$7.84$0.56$0.59$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.87$0.00$7.87$0.43$0.53$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.98$0.00$7.98$0.49$0.42$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.90$0.00$7.90$0.47$0.34$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.78$0.00$7.78$0.67$0.33$0.35
2016Summary only. Only limited summary data is available for this year.$7.43$0.00$7.43$0.22$0.32$0.11
2015Summary only. Only limited summary data is available for this year.$7.54$0.00$7.54$0.35$0.32$0.03
2014Summary only. Only limited summary data is available for this year.$7.52$0.00$7.52$0.35$0.31$0.03
2013Summary only. Only limited summary data is available for this year.$7.48$0.00$7.48$0.44$0.30$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 25, 2025
Return Version
2024v5.0
Gross Receipts
$2,141,062
Mission and Program Overview

Mission

Supports ymca of greater ny with preference for the flatbush ave ymca branch

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$7,438,088$7,549,820▲ $111,732
Investments in Publicly Traded Securities$7,310,372$7,312,302▲ $1,930
Savings and Temporary Cash Investments$56,495$146,431▲ $89,936
Cash and Non-Interest-Bearing Accounts$71,221$91,087▲ $19,866
Total Assets$7,438,088$7,549,820▲ $111,732
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,438,088$7,549,820▲ $111,732
Total Liabilities and Net Assets / Fund Balance$7,438,088$7,549,820▲ $111,732
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteePT$100,706$100,706

Board Members and Trustees

NameTitle
Charles KingCo-trustee
Chris BluntCo-trustee
Consuelo MackCo-trustee
William RueckertCo-trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$763,237
Other Revenue
$0
Change in Net Assets
$115,109
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$542,402
Salaries, Compensation, and Employee Benefits$100,706
Other Expenses$5,020
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$542,402--$542,402
Current Officers, Directors, Trustees, and Key Employees$38,909$61,797-$100,706
Other Expenses$250$4,770-$250
Total Functional Expenses$581,561$66,567$0$648,128
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ymca of Greater New YorkNew York, NY501 c 3Support the Ymca of Greater New York With a Request That the Distribution Be Applied to the Flatbush Ave., Brooklyn Branch Ymca$542,402
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Page 6, Part VI, Line 18

“Copies of tax returns are available to the public through several web-sites and upon request.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“The bank employees document their administration of the trust in writing. The meetings of the trustees are documented in writing.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“The trustee reviews all underlying monetary & factual information before the irs form 990 is filed.”

Form 990, Page 6, Part VI, Line 19

“The board of the ymca has a controlling relationship with the elmer a sperry trust uw because three of the four trustees are current or former members of the board of the ymca of greater new york.”

Filing and Contact Details

Filer

Filer Name
Trust Uwo Elmer a Sperry for Ymca of
EIN
13-6048373
Phone
8004962583
Address
10 S DEARBORN IL1-0111, CHICAGO, IL 60603

Signing Officer

Name
Krystal Zec
Title
Vice President
Phone
8004962583
Signed
2025-03-25
Discuss with paid preparer
Yes

Organization Details

Formed
1930
Legal Domicile
Ny
Voting Board Members
5
Independent Board Members
4
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
99 WOOD AVE SOUTH, ISELIN, NJ 08830
Preparer
Heather a Hawes
Phone
7327679100
Supplemental Narrative

Additional Explanations

EXPLANATION FOR FORM 990, PAGE 12, PART XII, LINE 3B

“The organization is a trust that does not have an audit requirement.”

Explanation for Form 990, Part XI, Line 9

“2024 transactions posted in 2025: ($19,786.82); 2023 transactions posted in 2024: 20,254.87; return of capital: ($3,818.56); cost basis adjustment: $4.03; mutual fund adjustment: ($32.08); rounding: $2; total ($3,377.00).”

Raw XML Appendix360 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SUPPORTS YMCA OF GREATER NY WITH PREFERENCE FOR THE FLATBUSH AVE YMCA BRANCH
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JPMORGAN CHASE BANK NA
IRS990/BooksInCareOfDetail/PhoneNum08004962583
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt010 S DEARBORN IL1-0111
IRS990/BooksInCareOfDetail/USAddress/CityNm0Chicago
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd060603
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt07438088
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt07549820
IRS990/CashNonInterestBearingGrp/BOYAmt071221
IRS990/CashNonInterestBearingGrp/EOYAmt091087
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt061797
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt038909
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0100706
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0542402
IRS990/CYInvestmentIncomeAmt0763237
IRS990/CYOtherExpensesAmt05020
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0115109
IRS990/CYSalariesCompEmpBnftPaidAmt0100706
IRS990/CYTotalExpensesAmt0648128
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0763237
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0SUPPORTS YMCA OF GREATER NY
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/ExpenseAmt0581311
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.0
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0JP MORGAN CHASE BANK NA
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0CHRIS BLUNT
IRS990/Form990PartVIISectionAGrp/PersonNm1CHARLES KING
IRS990/Form990PartVIISectionAGrp/PersonNm2CONSUELO MACK
IRS990/Form990PartVIISectionAGrp/PersonNm3WILLIAM RUECKERT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4100706
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0CO-TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1CO-TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2CO-TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3CO-TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01930
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0459738
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt0542402
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0542402
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0542402
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01837563
IRS990/GrossReceiptsAmt02141062
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0303499
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0303499
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07310372
IRS990/InvestmentsPubTradedSecGrp/EOYAmt07312302
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01377825
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SUPPORTS YMCA OF GREATER NY WITH PREFERENCE FOR THE FLATBUSH AVE YMCA BRANCH
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt07438088
IRS990/NetAssetsOrFundBalancesEOYAmt07549820
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0459738
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0459738
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-3377
IRS990/OtherExpensesGrp/Desc0FOREIGN TAXES
IRS990/OtherExpensesGrp/Desc1NY AG FILING FEE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04770
IRS990/OtherExpensesGrp/ProgramServicesAmt0250
IRS990/OtherExpensesGrp/TotalAmt04770
IRS990/OtherExpensesGrp/TotalAmt1250
IRS990/OtherRevenueMiscGrp/Desc0DEFERRED INCOME
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0JPMORGAN CHASE BANK NA
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0544611
IRS990/PYInvestmentIncomeAmt0592755
IRS990/PYOtherExpensesAmt06967
IRS990/PYRevenuesLessExpensesAmt0-50171
IRS990/PYSalariesCompEmpBnftPaidAmt091348
IRS990/PYTotalExpensesAmt0642926
IRS990/PYTotalRevenueAmt0592755
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0115109
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt056495
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0146431
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0131624228
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0542402
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0YMCA OF GREATER NEW YORK
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0542402
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0542402
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501 c 3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT THE YMCA OF GREATER NEW YORK WITH A REQUEST THAT THE DISTRIBUTION BE APPLIED TO THE FLATBUSH AVE., BROOKLYN BRANCH YMCA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0YMCA OF GREATER NEW YORK
IRS990ScheduleI/RecipientTable/RecipientEIN0131624228
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt05 WEST 63RD STREET FL 6
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NEW YORK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd010023
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0TRUST ACCOUNTING RECORDS ARE MAINTAINED IN A DEDICATED ACCOUNTING SYSTEM. REPORTS ARE REGULARLY OBTAINED FROM THE SYSTEM. JPMORGAN CHASE BANK, NA HAS A DEDICATED TRUST OFFICER WHO GOVERNS THE TRUST WITH INDIVIDUAL TRUSTEES WHO WERE MEMBERS OF THE BOARD OF THE YMCA OF GREATER NEW YORK. THE TRUST OFFICER AND INDIVIDUAL TRUSTEES OPERATE THE TRUST ACCORDING TO THE RULES FOR CHARITABLE TRUSTS WHILE CARRYING OUT THE TESTATORS INTENT. THE TRUST OFFICER ISSUES REPORTS, ENGAGES IN AN ANNUAL TRUST REVIEW AND MAKES DISTRIBUTIONS ACCORDING TO THE TERMS OF THE TRUST DOCUMENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COPIES OF TAX RETURNS ARE AVAILABLE TO THE PUBLIC THROUGH SEVERAL WEB-SITES AND UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BANK EMPLOYEES DOCUMENT THEIR ADMINISTRATION OF THE TRUST IN WRITING. THE MEETINGS OF THE TRUSTEES ARE DOCUMENTED IN WRITING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUSTEE REVIEWS ALL UNDERLYING MONETARY & FACTUAL INFORMATION BEFORE THE IRS FORM 990 IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF THE YMCA HAS A CONTROLLING RELATIONSHIP WITH THE ELMER A SPERRY TRUST UW BECAUSE THREE OF THE FOUR TRUSTEES ARE CURRENT OR FORMER MEMBERS OF THE BOARD OF THE YMCA OF GREATER NEW YORK.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION IS A TRUST THAT DOES NOT HAVE AN AUDIT REQUIREMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt52024 TRANSACTIONS POSTED IN 2025: ($19,786.82); 2023 TRANSACTIONS POSTED IN 2024: 20,254.87; RETURN OF CAPITAL: ($3,818.56); COST BASIS ADJUSTMENT: $4.03; MUTUAL FUND ADJUSTMENT: ($32.08); ROUNDING: $2; TOTAL ($3,377.00).
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PAGE 12, PART XII, LINE 3b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0YMCA OF GREATER NEW YORK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0131624228
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 c 3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROMOTES HEALTHY LIFE EXERCISE AND DIET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt05 WEST 63RD STREET 6TH FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0NEW YORK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd010023
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0542402
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0YMCA OF GREATER NEW YORK
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0b
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt07438088
IRS990/TotalAssetsEOYAmt07549820
IRS990/TotalAssetsGrp/BOYAmt07438088
IRS990/TotalAssetsGrp/EOYAmt07549820
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt066567
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0581561
IRS990/TotalFunctionalExpensesGrp/TotalAmt0648128
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07438088
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07549820
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0581311
IRS990/TotalReportableCompFromOrgAmt0100706
IRS990/TotalRevenueGrp/ExclusionAmt0763237
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0763237
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07438088
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07549820
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt010 S DEARBORN IL1-0111
IRS990/USAddress/CityNm0Chicago
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd060603
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0n/a
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KRYSTAL ZEC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum08004962583
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRUST UWO ELMER A SPERRY FOR YMCA OF
ReturnHeader/Filer/BusinessNameControlTxt0SPER
ReturnHeader/Filer/EIN0136048373
ReturnHeader/Filer/PhoneNum08004962583
ReturnHeader/Filer/USAddress/AddressLine1Txt010 S DEARBORN IL1-0111
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060603
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt099 WOOD AVE SOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ISELIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008830
ReturnHeader/PreparerPersonGrp/PhoneNum07327679100
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HEATHER A HAWES
ReturnHeader/ReturnTs02025-05-07T12:01:23-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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