APPLETON Y M C A ENDOWMENT TRUST

APPLETON, WI, 54911-5724 (920) 739-6135 Est. 1958 EIN 39-6048905
P27I— Human Services Form 990 501(c)(3)

Mission

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

Giving Portfolio

Total Grants
6
Total Giving
$1.4M
Recipients
6
Years Active
2017 - 2024
Avg grant: $239,402 Median: $239,328

Yearly Trends

YearGrantsTotal Giving Avg GrantNewRepeat
20241$261K $261K01
20231$246K $246K10
20221$233K $233K01
20201$375K $375K01
20191$141K $141K01
20171$180K $180K10

Sectors Funded

Human Services
4

Top States

Wisconsin
6

Grantee Size Profile

$10M - $50M
4

Top Grantees

Young Men's Christian Association of the Fox Cities Inc
WI - 2 grants
$507K

Grants Awarded · 4 grants

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Financials

Total Revenue
$713,126
Total Expenses
$281,896
Net Assets
$5,477,503
7 volunteers
From latest filing (tax period ending 2025-06-30)

Financial Health

Operating Reserve
10+ years Healthy
Net assets / monthly expenses
Year-over-Year Change
Revenue ↑ 45.2%
Expenses ↑ 6.6%
Revenue Sources
Contributions 60.2% Investment 39.8%
Expense Breakdown
Program 92.7% Management 7.3%

Officers & Trustees (7)

We treat individual compensation with extra care. Named amounts are on Grow plans.

Filing History (6 filings)

YearRevenueExpensesNet Assets
2024 Form 990$713,126 $281,896$5,477,503
2023 Form 990$490,996 $264,377$5,046,273
2022 Form 990$606,428 $266,254$4,819,654
2020 Form 990$433,041 $392,749$3,743,497
2019 Form 990$270,285 $159,128$3,703,205
2017 Form 990$213,160 $194,593$3,606,009

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EIN: 39-6048905 · Source: IRS Form 990 e-file data