Trust Uw William Gilbert

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Trust assets are invested to provide income to be distributed to the named beneficiary pursuant to the governing instrument.

Form 990 Part I, line 1, FY2025. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 38-6051720) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
74¢ of each $1 spent went to programs.
$4K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average surplus $1K a year · 7% of revenue · last 6 filings
A surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
74%
of spending
74% of spending went to programs.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$4K
to officers and key staff · 21% of spending
Pay to officers and key staff is 21% of spending.
Part VII, Section A
10.9 mo
of spending, in cash
Plus $228K in investments, Pt X · Ln 11–13
10.9 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Liabilities are 0% of assets.
Pt X · Ln 26
Independent board members
0
of 1 voting members
None of 1 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$35K
+34% vs prior year
Spent
$19K
To programs
74%
Net assets
$245K
By yearFY2020–FY2025
Revenue
$35K
FY2025▲ +34%
Tap a bar for its year
Revenue by fiscal year
FY2020$11K
FY2021$24K
FY2022$9K
FY2023$14K
FY2024$26K
FY2025$35K
Expenses
$19K
FY2025▲ +8%
Tap a bar for its year
Expenses by fiscal year
FY2020$18K
FY2021$18K
FY2022$20K
FY2023$18K
FY2024$18K
FY2025$19K
Net assets
$245K
FY2025▲ +7%
Tap a bar for its year
Net assets by fiscal year
FY2020$229K
FY2021$235K
FY2022$224K
FY2023$220K
FY2024$229K
FY2025$245K

From the FY2025 Form 990 · see the original

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jul 2019.

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

Where the money goes

74 cents of each dollar spent went to programs.

Program services 74% · $14K Management & general 26% · $5K

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

1 person listed on the 990; $4K paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation
$4,041Pt VII · Sec A

Fifth Third Bank N A’s $4K as Trustee is at the 19th percentile of top reported officer pay among 133 <$100K philanthropy & grantmaking nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Fifth Third Bank N A$4,041$3,863$3,604$3,827$4,125—
Fifth Third Bank NA—————$3,648

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Trust Uw William Gilbert executive salaries →

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

Invests assets to provide income for named beneficiaries as directed.

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1 program · $14K · in their own filed words · FY2025
01

Distributions to the named organization as directed by the governing document.

Form 990 Part III, line 4, FY2025. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 38-6051720) · Dispute this line
$14Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 6 grants · $79K · 2020–2025

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$35K
Ln 12
Investment incomeLn 3$35K
Money outPt IX
$19K
Ln 25
Programscol B$14K
Managementcol C$5K
Owns and owesPt X
$245K
net assets · Ln 32
Cash and savingsLn 1–2$17K
Total assetsLn 16$245K
LiabilitiesLn 26$0
PeoplePt VI, VII
1
listed · VII A
PaidVII A1
Voting boardVI 1a1
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Investment incomeLn 3$35K
Gains on assetsLn 7$29K
Total revenueLn 12$35K
Assets in detailPt X, end of year
CashLn 1$1
SavingsLn 2$17K
Cash and savings togetherLn 1–2$17K
InvestmentsLn 11–13$228K
Total assetsLn 16$245K
LiabilitiesLn 26$0
Net assetsLn 32$245K
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$9K$17K
InvestmentsLn 11–13$220K$228K
Total assetsLn 16$229K$245K
LiabilitiesLn 26$0$0
Net assetsLn 32$229K$245K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$13K$13K
Pay of officers and key staff (Part IX, line 5)Ln 5$4K$606$3K
Accounting feesLn 11c$2K$2K
Other expenses (24a–d)Ln 24$84$84
Total functional expensesLn 25$19K$14K$5K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest ViewingFiled with the IRS May 4, 2026 $35K$19K$16K$245K 990 PDF
FY2024Filed with the IRS Apr 24, 2025 $26K$18K$9K$229K 990 PDF
FY2023Filed with the IRS Apr 19, 2024 $14K$18K−$4K$220K 990 PDF
FY2022Filed with the IRS Apr 26, 2023 $9K$20K−$11K$224K 990 PDF
FY2021Filed with the IRS May 5, 2022 $24K$18K$6K$235K 990 PDF
FY2020Filed with the IRS May 3, 2021 $11K$18K−$7K$229K 990 PDF

Schedules filed Part IV

A · Public support I · Grants O · Explanations R · Related orgs
See the full FY2025 990
Part I · Summary $35,369 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenue$0
I-10 Investment incomePrior year $26,391$35,369
I-11 Other revenue$0
I-12 Total revenuePrior year $26,391$35,369
I-13 Grants and similar amounts paidPrior year $12,226$13,393
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $3,862$4,041
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $1,561$1,584
I-18 Total expensesPrior year $17,649$19,018
I-19 Revenue less expensesPrior year $8,742$16,351
Part VI · Governance 0 of 1 board members independent, 3 to look at
VI-1a Voting members of the governing body1
VI-1b Independent voting members0
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
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $35,369 across 3 lines filed
VIII-3 Investment incomeExcluded from tax $6,231$6,231
VIII-7 Net gain or loss on sales of assetsExcluded from tax $29,138$29,138
VIII-12 Total revenueExcluded from tax $35,369$35,369
Part IX · Statement of functional expenses $19,018 across 4 lines filed
IX-1 Grants to domestic organizationsPrograms $13,393$13,393
IX-5 Pay of officers and key staff (Part IX, line 5)Programs $606 · Management $3,435$4,041
IX-11c Accounting feesManagement $1,500$1,500
IX-24 Other expenses (24a–d)Management $84$84
IX-25 Total functional expensesPrograms $13,999 · Management $5,019 · Fundraising $0$19,018
Part X · Balance sheet $245,006 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $1$1
X-2 Savings and temporary cash investmentsStart of year $8,844$17,330
X-11 Publicly traded securitiesStart of year $219,817$227,675
X-16 Total assetsStart of year $228,662$245,006
X-26 Total liabilitiesStart of year $0$0
X-29 Capital stock or trust principalStart of year $228,662$245,006
X-32 Total net assets or fund balancesStart of year $228,662$245,006
X-33 Total liabilities and net assetsStart of year $228,662$245,006
Part XI · Reconciliation of net assets $245,006 net assets at year end
XI-1 Total revenue$35,369
XI-2 Total expenses$19,018
XI-3 Revenue less expenses$16,351
XI-4 Net assets at start of year$228,662
XI-9 Other changes in net assets−$7
XI-10 Net assets at end of year$245,006

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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