Nonprofit · EIN 06-6087125
BERTHA L & WILLIAM H HEALD SCHOLARSHIP TRUST
Tax-exempt · BROOKLYN, OH 44144
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $63,445 | $21,602 | $41,843 | $386,400 | $0 | $386,400 |
| September 30, 2024 | 990-PF | $32,483 | $34,337 | -$1,854 | $352,145 | $0 | $352,145 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $10,183
- Net gain from sales of assets
- $53,262
Expenses
- Grants and similar amounts paid
- $13,500
- Compensation of officers, directors and key employees
- $5,953
- Disbursements for charitable purposes
- $16,248
- Excise tax on investment income
- $818
Balance sheet and other
- Total assets, start of year
- $352,145
- Total assets, end of year
- $386,400
- Total liabilities, end of year
- $0
- Net assets, end of year
- $386,400
- Fair market value of assets
- $436,233
- Qualifying distributions
- $16,248
- Net investment income
- $63,437
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEYBANK N A 127 PUBLIC SQUARE, CLEVELAND, OH 44114 | TRUSTEE | 1 | $5,953 |
990-PF for the year ended September 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA P O BOX 653067, DALLAS, TX 75265 | FORMER TRUSTEE | 1 | $2,655 |
| KEYBANK N A 127 PUBLIC SQUARE, CLEVELAND, OH 44144 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144-2338
- In care of
- % CONN NATL BANK
- Signed the 990-PF
- KEYBANK BY JOSEPH VELKOS, VICE PRESIDENT
- Phone
- (216) 689-0416
- 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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 06-6087125
- Exempt since
- 1972
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $386,400
- Income (IRS master file)
- $214,687
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $63,445 | $21,602 | $386,400 | XML |
| 990-PF | September 2024 | $32,483 | $34,337 | $352,145 | XML |
| 990-PF | September 2023 | – | – | – | IRS |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2019 | – | – | – | 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 06-6087125).
Questions about BERTHA L & WILLIAM H HEALD SCHOLARSHIP TRUST
- What is the EIN of BERTHA L & WILLIAM H HEALD SCHOLARSHIP TRUST?
- The employer identification number (EIN) of BERTHA L & WILLIAM H HEALD SCHOLARSHIP TRUST is 06-6087125.
- Is BERTHA L & WILLIAM H HEALD SCHOLARSHIP TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt since 1972.
- Which annual return does BERTHA L & WILLIAM H HEALD SCHOLARSHIP TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERTHA L & WILLIAM H HEALD SCHOLARSHIP TRUST due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BERTHA L & WILLIAM H HEALD SCHOLARSHIP TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of BERTHA L & WILLIAM H HEALD SCHOLARSHIP TRUST?
- The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $5,953 (KEYBANK N A, TRUSTEE).
- How much revenue does BERTHA L & WILLIAM H HEALD SCHOLARSHIP TRUST have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $63,445, expenses of $21,602 and total assets of $386,400 at year end.
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