Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 01-6031448

FRANCES E PERRY TR FUND NECT

Tax-exempt · BROOKLYN, OH 44144

Financials

$18K$10K2024$7K$5K2025
Revenue Expenses · by fiscal year end
Financials of FRANCES E PERRY TR FUND NECT by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$7,169$5,400$1,769$271,436$0$271,436
December 31, 2024990-PF$18,281$9,540$8,741$269,672$0$269,672
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$5,165
Net gain from sales of assets
$2,004

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$4,000
Disbursements for charitable purposes
$2,000
Excise tax on investment income
$58

Balance sheet and other

Total assets, start of year
$269,672
Total assets, end of year
$271,436
Total liabilities, end of year
$0
Net assets, end of year
$271,436
Fair market value of assets
$300,169
Qualifying distributions
$2,000
Net investment income
$7,169

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
KEYBANK N A
127 PUBLIC SQUARE, CLEVELAND, OH 44114
TRUSTEE1$4,000
JIM POTTER WEST BAY RTRY SCHL COMM
55 ELM STREET, CAMDEN, ME 04843
SCHLR COMM CHAIR1$0
JAY FOSTER
55 ELM STREET, CAMDEN, ME 04843
SCHLR COMM MEMBER1$0
MARIA LIBBY
55 ELM STREET, CAMDEN, ME 04843
SCHLR COMM MEMBER1$0
HARRY MIK MIKKELSEN
55 ELM STREET, CAMDEN, ME 04843
SCHLR COMM MEMBER1$0
ROBERTA SMITH
55 ELM STREET, CAMDEN, ME 04843
SCHLR COMM MEMBER1$0
GARY WALKER
55 ELM STREET, CAMDEN, ME 04843
SCHLR COMM MEMBER1$0
RON HALL
55 ELM STREET, CAMDEN, ME 04843
SCHLR COMM MEMBER1$0
990-PF for the year ended December 31, 2024: 8 people
NameTitleHours / weekCompensation
KEYBANK N A
127 PUBLIC SQUARE, CLEVELAND, OH 44144
TRUSTEE1$4,000
JIM POTTER WEST BAY RTRY SCHL COMM
55 ELM STREET, CAMDEN, ME 04843
SCHLR COMM CHAIR1$0
JAY FOSTER
55 ELM STREET, CAMDEN, ME 04843
SCHLR COMM MEMBER1$0
MARIA LIBBY
55 ELM STREET, CAMDEN, ME 04843
SCHLR COMM MEMBER1$0
HARRY MIK MIKKELSEN
55 ELM STREET, CAMDEN, ME 04843
SCHLR COMM MEMBER1$0
ROBERTA SMITH
55 ELM STREET, CAMDEN, ME 04843
SCHLR COMM MEMBER1$0
GARY WALKER
55 ELM STREET, CAMDEN, ME 04843
SCHLR COMM MEMBER1$0
RON HALL
55 ELM STREET, CAMDEN, ME 04843
SCHLR COMM MEMBER1$0

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
01-6031448
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1998
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B82Z)
Assets (IRS master file)
$271,436
Income (IRS master file)
$18,171

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$7,169$5,400$271,436IRS
990-PFDecember 2024$18,281$9,540$269,672IRS
990-PFDecember 2023$726$19,550$260,931IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 01-6031448).

Questions about FRANCES E PERRY TR FUND NECT

What is the EIN of FRANCES E PERRY TR FUND NECT?
The employer identification number (EIN) of FRANCES E PERRY TR FUND NECT is 01-6031448.
Is FRANCES E PERRY TR FUND NECT tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
Are donations to FRANCES E PERRY TR FUND NECT tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does FRANCES E PERRY TR FUND NECT file?
Form 990-PF. Private foundations file every year.
When is the next return of FRANCES E PERRY TR FUND NECT due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did FRANCES E PERRY TR FUND NECT last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of FRANCES E PERRY TR FUND NECT?
The 990-PF for the year ended December 31, 2025 lists 8 people; 1 received compensation from the organization, the highest $4,000 (KEYBANK N A, TRUSTEE).
How much revenue does FRANCES E PERRY TR FUND NECT have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $7,169, expenses of $5,400 and total assets of $271,436 at year end.

Other nonprofits in BROOKLYN

All nonprofits in BROOKLYN · Ohio · Education