Nonprofit · EIN 01-6128257
JAMES A & BEATRICE D JACKSON TR UA 081193
Tax-exempt · BROOKLYN, OH 44144
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $129,680 | $103,721 | $25,959 | $1,715,821 | $0 | $1,715,821 |
| June 30, 2024 | 990-PF | $41,224 | $114,498 | -$73,274 | $1,689,985 | $0 | $1,689,985 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $53,901
- Net gain from sales of assets
- $73,250
- Other income
- $2,529
Expenses
- Grants and similar amounts paid
- $76,832
- Compensation of officers, directors and key employees
- $25,018
- Disbursements for charitable purposes
- $84,137
- Excise tax on investment income
- $1,445
Balance sheet and other
- Total assets, start of year
- $1,689,985
- Total assets, end of year
- $1,715,821
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,715,821
- Fair market value of assets
- $1,986,913
- Qualifying distributions
- $84,137
- Net investment income
- $123,213
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEYBANK N A 127 PUBLIC SQUARE, CLEVELAND, OH 44114 | TRUSTEE | 1 | $25,018 |
990-PF for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEYBANK N A 127 PUBLIC SQUARE, CLEVELAND, OH 44114 | TRUSTEE | 1 | $24,059 |
Address and contacts
- Address (IRS master file)
- 4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144-2338
- In care of
- % KEY TRUST CO OF ME
- Signed the 990-PF
- KEYBANK BY JOSEPH VELKOS, VICE PRESIDENT
- Phone
- (207) 874-7149
- 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 01-6128257
- 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
- 1994
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82Z)
- Assets (IRS master file)
- $1,715,821
- Income (IRS master file)
- $1,132,457
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $129,680 | $103,721 | $1,715,821 | XML |
| 990-PF | June 2024 | $41,224 | $114,498 | $1,689,985 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | 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 01-6128257).
Questions about JAMES A & BEATRICE D JACKSON TR UA 081193
- What is the EIN of JAMES A & BEATRICE D JACKSON TR UA 081193?
- The employer identification number (EIN) of JAMES A & BEATRICE D JACKSON TR UA 081193 is 01-6128257.
- Is JAMES A & BEATRICE D JACKSON TR UA 081193 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to JAMES A & BEATRICE D JACKSON TR UA 081193 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JAMES A & BEATRICE D JACKSON TR UA 081193 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JAMES A & BEATRICE D JACKSON TR UA 081193 due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JAMES A & BEATRICE D JACKSON TR UA 081193 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of JAMES A & BEATRICE D JACKSON TR UA 081193?
- The 990-PF for the year ended June 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $25,018 (KEYBANK N A, TRUSTEE).
- How much revenue does JAMES A & BEATRICE D JACKSON TR UA 081193 have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $129,680, expenses of $103,721 and total assets of $1,715,821 at year end.
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