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

Nonprofit · EIN 06-6098256

CHARLOTTE AND RAYMOND W MARSHALL FUND 01017120

Also known as FLEET NATIONAL BANK

Tax-exempt · BROOKLYN, OH 44144

Financials

$191K$162K2023$47K$96K2024$72K$92K2025
Revenue Expenses · by fiscal year end
Financials of CHARLOTTE AND RAYMOND W MARSHALL FUND 01017120 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$72,328$91,780-$19,452$1,276,188$0$1,276,188
December 31, 2024990-PF$47,303$96,377-$49,074$1,295,594$0$1,295,594
December 31, 2023990-PF$190,883$161,634$29,249$1,345,003$0$1,345,003
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$40,749
Net gain from sales of assets
$30,457
Other income
$1,122

Expenses

Grants and similar amounts paid
$68,000
Compensation of officers, directors and key employees
$21,621
Disbursements for charitable purposes
$74,837
Excise tax on investment income
$754

Balance sheet and other

Total assets, start of year
$1,295,594
Total assets, end of year
$1,276,188
Total liabilities, end of year
$0
Net assets, end of year
$1,276,188
Fair market value of assets
$1,629,382
Qualifying distributions
$74,837
Net investment income
$71,175

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$21,621
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
KEYBANK N A
127 PUBLIC SQUARE, CLEVELAND, OH 44144
TRUSTEE1$17,530
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
KEYBANK NATIONAL ASSOCIATION
127 PUBLIC SQUARE, CLEVELAND, OH 44114
TRUSTEE1$11,048

Address and contacts

Address (IRS master file)
4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144-2338
In care of
% FLEET NATIONAL BANK
Signed the 990-PF
KEYBANK BY JOSEPH VELKOS, VICE PRESIDENT
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
06-6098256
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
2001
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B82)
Assets (IRS master file)
$1,276,188
Income (IRS master file)
$123,640

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$72,328$91,780$1,276,188IRS
990-PFDecember 2024$47,303$96,377$1,295,594IRS
990-PFDecember 2023$190,883$161,634$1,345,003XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 06-6098256).

Questions about CHARLOTTE AND RAYMOND W MARSHALL FUND 01017120

What is the EIN of CHARLOTTE AND RAYMOND W MARSHALL FUND 01017120?
The employer identification number (EIN) of CHARLOTTE AND RAYMOND W MARSHALL FUND 01017120 is 06-6098256.
Is CHARLOTTE AND RAYMOND W MARSHALL FUND 01017120 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
Are donations to CHARLOTTE AND RAYMOND W MARSHALL FUND 01017120 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CHARLOTTE AND RAYMOND W MARSHALL FUND 01017120 file?
Form 990-PF. Private foundations file every year.
When is the next return of CHARLOTTE AND RAYMOND W MARSHALL FUND 01017120 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 CHARLOTTE AND RAYMOND W MARSHALL FUND 01017120 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 CHARLOTTE AND RAYMOND W MARSHALL FUND 01017120?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $21,621 (KEYBANK N A, TRUSTEE).
How much revenue does CHARLOTTE AND RAYMOND W MARSHALL FUND 01017120 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $72,328, expenses of $91,780 and total assets of $1,276,188 at year end.

Other nonprofits in BROOKLYN

All nonprofits in BROOKLYN · Ohio · Education