Nonprofit · EIN 04-6731724
FRED J & MARION WARMAN TR FBO SCHOLARSHIPS ACCT NO
Also known as CASCO NORTHERN BANK TTEE
Tax-exempt · BROOKLYN, OH 44144
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-PF | $36,213 | $221,751 | -$185,538 | $529,115 | $0 | $529,115 |
| March 31, 2025 | 990-PF | $30,188 | $8,821 | $21,367 | $715,659 | $0 | $715,659 |
| March 31, 2024 | 990-PF | $26,713 | $17,289 | $9,424 | $694,302 | $0 | $694,302 |
| March 31, 2023 | 990-PF | -$7,587 | $19,279 | -$26,866 | $684,878 | $0 | $684,878 |
Financial details: 990-PF for the year ended March 31, 2026
Revenue
- Dividends
- $12,527
- Net gain from sales of assets
- $15,357
- Other income
- $8,329
Expenses
- Grants and similar amounts paid
- $195,104
- Compensation of officers, directors and key employees
- $7,532
- Disbursements for charitable purposes
- $199,037
- Excise tax on investment income
- $309
Balance sheet and other
- Total assets, start of year
- $715,659
- Total assets, end of year
- $529,115
- Total liabilities, end of year
- $0
- Net assets, end of year
- $529,115
- Fair market value of assets
- $567,832
- Qualifying distributions
- $199,037
- Net investment income
- $27,884
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 March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEYBANK NATIONAL ASSOCIATION 127 PUBLIC SQUARE, CLEVELAND, OH 44114 | TRUSTEE | 1 | $7,532 |
990-PF for the year ended March 31, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEYBANK NATIONAL ASSOCIATION 127 PUBLIC SQUARE, CLEVELAND, OH 44114 | TRUSTEE | 1 | $8,313 |
990-PF for the year ended March 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEYBANK NATIONAL ASSOCIATION ONE CANAL PLAZA, PORTLAND, ME 04101 | TRUSTEE | 1 | $7,342 |
990-PF for the year ended March 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEYBANK NATIONAL ASSOCIATION ONE CANAL PLAZA, PORTLAND, ME 04101 | TRUSTEE | 1 | $7,150 |
Address and contacts
- Address (IRS master file)
- 4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144-2338
- In care of
- % KEYBANK
- Signed the 990-PF
- KEYBANK BY JOSEPH VELKOS, VICE PRESIDENT
- Phone
- (866) 238-8650
- 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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990-PF on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-6731724
- 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
- March
- Files
- Form 990-PF
- Assets (IRS master file)
- $529,115
- Income (IRS master file)
- $233,701
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2026 | $36,213 | $221,751 | $529,115 | XML |
| 990-PF | March 2025 | $30,188 | $8,821 | $715,659 | XML |
| 990-PF | March 2024 | $26,713 | $17,289 | $694,302 | XML |
| 990-PF | March 2023 | -$7,587 | $19,279 | $684,878 | XML |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 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 04-6731724).
Questions about FRED J & MARION WARMAN TR FBO SCHOLARSHIPS ACCT NO
- What is the EIN of FRED J & MARION WARMAN TR FBO SCHOLARSHIPS ACCT NO?
- The employer identification number (EIN) of FRED J & MARION WARMAN TR FBO SCHOLARSHIPS ACCT NO is 04-6731724.
- Is FRED J & MARION WARMAN TR FBO SCHOLARSHIPS ACCT NO tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to FRED J & MARION WARMAN TR FBO SCHOLARSHIPS ACCT NO tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FRED J & MARION WARMAN TR FBO SCHOLARSHIPS ACCT NO file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FRED J & MARION WARMAN TR FBO SCHOLARSHIPS ACCT NO due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FRED J & MARION WARMAN TR FBO SCHOLARSHIPS ACCT NO last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2026.
- Who are the officers and directors of FRED J & MARION WARMAN TR FBO SCHOLARSHIPS ACCT NO?
- The 990-PF for the year ended March 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $7,532 (KEYBANK NATIONAL ASSOCIATION, TRUSTEE).
- How much revenue does FRED J & MARION WARMAN TR FBO SCHOLARSHIPS ACCT NO have?
- On its 990-PF for the year ended March 31, 2026 it reported revenue of $36,213, expenses of $221,751 and total assets of $529,115 at year end.
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