Nonprofit · EIN 01-6019960
LINCOLN WALTON TR
Tax-exempt · BROOKLYN, OH 44144
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $27,269 | $99,921 | -$72,652 | $965,896 | $0 | $965,896 |
| August 31, 2024 | 990-PF | $68,737 | $45,356 | $23,381 | $1,038,558 | $0 | $1,038,558 |
| August 31, 2023 | 990-PF | -$4,382 | $53,307 | -$57,689 | $1,015,181 | $0 | $1,015,181 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Dividends
- $19,814
- Net gain from sales of assets
- $7,455
Expenses
- Grants and similar amounts paid
- $96,934
- Compensation of officers, directors and key employees
- $991
- Disbursements for charitable purposes
- $98,232
- Excise tax on investment income
- $369
Balance sheet and other
- Total assets, start of year
- $1,038,558
- Total assets, end of year
- $965,896
- Total liabilities, end of year
- $0
- Net assets, end of year
- $965,896
- Fair market value of assets
- $1,040,057
- Qualifying distributions
- $98,232
- Net investment income
- $27,269
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEYBANK N A 127 PUBLIC SQUARE, CLEVELAND, OH 44114 | TRUSTEE | 1 | $991 |
990-PF for the year ended August 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEYBANK N A 127 PUBLIC SQUARE, CLEVELAND, OH 44144 | TRUSTEE | 1 | $922 |
990-PF for the year ended August 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEYBANK NATIONAL ASSOCIATION 66 S Pearl Street, Albany, NY 12207 | TRUSTEE | 1 | $886 |
Address and contacts
- Address (IRS master file)
- 4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144-2338
- In care of
- % KEY TRUST CO
- Signed the 990-PF
- KEYBANK BY JOSEPH VELKOS, VICE PRESIDENT
- Phone
- (518) 257-8654
- Return prepared by
- PWC US TAX LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 01-6019960
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Exempt since
- 1977
- Accounting year ends
- August
- Files
- Form 990-PF
- Assets (IRS master file)
- $965,896
- Income (IRS master file)
- $140,210
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $27,269 | $99,921 | $965,896 | XML |
| 990-PF | August 2024 | $68,737 | $45,356 | $1,038,558 | XML |
| 990-PF | August 2023 | -$4,382 | $53,307 | $1,015,181 | XML |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
| 990-PF | August 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 01-6019960).
Questions about LINCOLN WALTON TR
- What is the EIN of LINCOLN WALTON TR?
- The employer identification number (EIN) of LINCOLN WALTON TR is 01-6019960.
- Is LINCOLN WALTON TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1977.
- Which annual return does LINCOLN WALTON TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LINCOLN WALTON TR due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LINCOLN WALTON TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of LINCOLN WALTON TR?
- The 990-PF for the year ended August 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $991 (KEYBANK N A, TRUSTEE).
- How much revenue does LINCOLN WALTON TR have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $27,269, expenses of $99,921 and total assets of $965,896 at year end.
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