Wesley N Gray Trust Char: FY2020 Nonprofit Profile & Form 990 (EIN 04-6044983)

Revenue by fiscal year
FY2020	$57K
FY2021	$67K

Expenses by fiscal year
FY2020	$18K
FY2021	$29K

Net assets by fiscal year
FY2020	$963K
FY2021	$1.0M

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

17 cents of each dollar spent went to programs.

17%

83%

Program services 17% · $3K Management & general 83% · $15K

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 (FY2019); the FY2020 filing did not itemize Part VII

Rebecca K Esterson

Trustee

$0Pt VII · Sec A

Herb Ziegler

Trustee

$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.

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Provided by the organization

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1 program · $3K · in their own filed words · FY2019

01

Pacific school of religion, 1798 scenic ave, berkeley, ca 94702

$3Kprogram expense

By the numbers

The FY2020 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$57K

Ln 12

Investment incomeLn 3$57K

Money outPt IX

$18K

Ln 25

Programscol B$3K

Managementcol C$15K

Owns and owesPt X

$963K

net assets · Ln 32

Cash and savingsLn 1–2$6K

Total assetsLn 16$963K

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$57K

Gains on assetsLn 7$40K

Total revenueLn 12$57K

Assets in detailPt X, end of year

SavingsLn 2$6K

Cash and savings togetherLn 1–2$6K

InvestmentsLn 11–13$957K

Total assetsLn 16$963K

LiabilitiesLn 26$0

Net assetsLn 32$963K

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

Line	Start FY20	End FY20
Cash and savingsLn 1–2	$8K	$6K
InvestmentsLn 11–13	$917K	$957K
Total assetsLn 16	$924K	$963K
LiabilitiesLn 26	$0	$0
Net assetsLn 32	$924K	$963K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$3K	$3K
Investment management feesLn 11f	$14K		$14K
Other expenses (24a–d)Ln 24	$451		$451
Total functional expensesLn 25	$18K	$3K	$15K	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2021 Latest	$67K	$29K	$38K	$1.0M	990 PDF
FY2020 Viewing	$57K	$18K	$39K	$963K	990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants O · Explanations

See the full FY2020 990 (6 parts)

Part I · Summary $56,537 revenue, 12 lines filed

I-8 Contributions and grants$0

I-9 Program service revenue$0

I-10 Investment incomePrior year $70,569$56,537

I-11 Other revenue$0

I-12 Total revenuePrior year $70,569$56,537

I-13 Grants and similar amounts paidPrior year $6,691$3,000

I-14 Benefits paid to members$0

I-15 Salaries and benefitsPrior year $5,198$0

I-16a Professional fundraising fees$0

I-17 Other expensesPrior year $13,162$14,800

I-18 Total expensesPrior year $25,051$17,800

I-19 Revenue less expensesPrior year $45,518$38,737

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 $56,537 across 3 lines filed

VIII-3 Investment incomeExcluded from tax $16,892$16,892

VIII-7 Net gain or loss on sales of assetsExcluded from tax $39,645$39,645

VIII-12 Total revenueExcluded from tax $56,537$56,537

Part IX · Statement of functional expenses $17,800 across 3 lines filed

IX-1 Grants to domestic organizationsPrograms $3,000$3,000

IX-11f Investment management feesManagement $14,349$14,349

IX-24 Other expenses (24a–d)Management $451$451

IX-25 Total functional expensesPrograms $3,000 · Management $14,800 · Fundraising $0$17,800

Part X · Balance sheet $963,087 assets, 6 lines filed

X-2 Savings and temporary cash investmentsStart of year $7,691$6,425

X-11 Publicly traded securitiesStart of year $916,659$956,662

X-16 Total assetsStart of year $924,350$963,087

X-26 Total liabilitiesStart of year $0$0

X-32 Total net assets or fund balancesStart of year $924,350$963,087

X-33 Total liabilities and net assetsStart of year $924,350$963,087

Part XI · Reconciliation of net assets $963,087 net assets at year end

XI-1 Total revenue$56,537

XI-2 Total expenses$17,800

XI-3 Revenue less expenses$38,737

XI-4 Net assets at start of year$924,350

XI-10 Net assets at end of year$963,087

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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Wesley N Gray Trust Char FY2020 filing

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