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Wesley N Gray Trust Char

Pittsburgh, PAMutual-benefit / member-servingEIN 04-6044983Revenue $67K in FY2021

On file with the IRSPo Box 185, 15230-0185 · Pittsburgh, PATax-exempt since 0000

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The Wesley Gray Trust is a 4947(a)(1) organization which supports the following organization - swedenborgian churches and organizations

40¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Programs: Part IX

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2021
latest Form 990
Concern: the latest return is for FY2021, 5 tax years back; more than 4 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 2
filings with a surplus
Average surplus $38K a year · 62% of revenue · last 2 filings
Looks good: a surplus in 2 of the last 2 filings.
Pt I · Ln 19 · 2 filings
Spent on programs
40%
of spending
Concern: 40% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Cash reserves
24 mo
of spending, in cash
Looks good: 23.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
2
of 2 voting members
Looks good: 2 of 2 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$67K
+18% vs prior year
Spent
$29K
To programs
40%
Net assets
$1.0M
By yearFY2020–FY2021
Revenue
$67K
FY2021▲ +18%
Tap a bar for its year
Revenue by fiscal year
FY2020$57K
FY2021$67K
Expenses
$29K
FY2021▲ +60%
Tap a bar for its year
Expenses by fiscal year
FY2020$18K
FY2021$29K
Net assets
$1.0M
FY2021▲ +4%
Tap a bar for its year
Net assets by fiscal year
FY2020$963K
FY2021$1.0M

From the FY2021 Form 990 (year ending August 2021) · see the original

Form 990 (PDF) Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2021. IRS ruling in 0000.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

40 cents of each dollar spent went to programs.

Program services 40% · $11K Management & general 60% · $17K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

2 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
$0Pt VII · Sec A
$0Pt VII · Sec A
See Wesley N Gray Trust Char executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Supports Swedenborgian churches and organizations.

Questions for Wesley N Gray Trust Char

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Provided by the organization

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3 programs · $9K · in their own filed words · FY2020
01

San francisco swedenborgian church, 3200 washington ST, san francisco, ca 94115

$3Kprogram expense
02

Fryeburg new church assembly, 61 clark lane, waltham, ma 02451

$3Kprogram expense
03

Swedenborg chapel, 50 quincy ST, cambridge, ma 02138

$3Kprogram expense

By the numbers

The FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$67K
Ln 12
Investment incomeLn 3$67K
Money outPt IX
$29K
Ln 25
Programscol B$11K
Managementcol C$17K
Owns and owesPt X
$1.0M
net assets · Ln 32
Cash and savingsLn 1–2$56K
Total assetsLn 16$1.0M
LiabilitiesLn 26$0
PeoplePt VI, VII
2
listed · VII A
PaidVII A0
Voting boardVI 1a2
IndependentVI 1b2
2In more detail
Revenue in detailPt VIII
Investment incomeLn 3$67K
Gains on assetsLn 7$49K
Total revenueLn 12$67K
Assets in detailPt X, end of year
SavingsLn 2$56K
Cash and savings togetherLn 1–2$56K
InvestmentsLn 11–13$945K
Total assetsLn 16$1.0M
LiabilitiesLn 26$0
Net assetsLn 32$1.0M
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderAugust
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$6K$56K
InvestmentsLn 11–13$957K$945K
Total assetsLn 16$963K$1.0M
LiabilitiesLn 26$0$0
Net assetsLn 32$963K$1.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$11K$11K
Pay of current officers, directors and key staffLn 5$0$0
Investment management feesLn 11f$17K$17K
Other expenses (24a–d)Ln 24$458$458
Total functional expensesLn 25$29K$11K$17K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2021 Latest Viewing $67K$29K$38K$1.0M 990 PDF
FY2020 $57K$18K$39K$963K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (6 parts)
Part I · Summary $66,521 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenue$0
I-10 Investment incomePrior year $56,537$66,521
I-11 Other revenue$0
I-12 Total revenuePrior year $56,537$66,521
I-13 Grants and similar amounts paidPrior year $3,000$11,475
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $14,800$17,033
I-18 Total expensesPrior year $17,800$28,508
I-19 Revenue less expensesPrior year $38,737$38,013
Part VI · Governance 2 of 2 board members independent, 4 to look at
VI-1a Voting members of the governing body2
VI-1b Independent voting members2
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $66,521 across 3 lines filed
VIII-3 Investment incomeExcluded from tax $17,112$17,112
VIII-7 Net gain or loss on sales of assetsExcluded from tax $49,409$49,409
VIII-12 Total revenueExcluded from tax $66,521$66,521
Part IX · Statement of functional expenses $28,508 across 4 lines filed
IX-1 Grants to domestic organizationsPrograms $11,475$11,475
IX-5 Pay of current officers, directors and key staffManagement $0$0
IX-11f Investment management feesManagement $16,575$16,575
IX-24 Other expenses (24a–d)Management $458$458
IX-25 Total functional expensesPrograms $11,475 · Management $17,033 · Fundraising $0$28,508
Part X · Balance sheet $1,001,100 assets, 6 lines filed
X-2 Savings and temporary cash investmentsStart of year $6,425$56,175
X-11 Publicly traded securitiesStart of year $956,662$944,925
X-16 Total assetsStart of year $963,087$1,001,100
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $963,087$1,001,100
X-33 Total liabilities and net assetsStart of year $963,087$1,001,100
Part XI · Reconciliation of net assets $1,001,100 net assets at year end
XI-1 Total revenue$66,521
XI-2 Total expenses$28,508
XI-3 Revenue less expenses$38,013
XI-4 Net assets at start of year$963,087
XI-10 Net assets at end of year$1,001,100

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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