Nonprofit · EIN 06-6138018
CHARLES F WILLIAMS ESTATE TR
Tax-exempt · BROOKLYN, OH 44144
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| February 28, 2026 | 990-PF | $50,120 | $33,155 | $16,965 | $348,086 | $0 | $348,086 |
| February 28, 2025 | 990-PF | $43,316 | $18,097 | $25,219 | $329,485 | $0 | $329,485 |
| February 29, 2024 | 990-PF | $10,248 | $19,173 | -$8,925 | $308,440 | $0 | $308,440 |
Financial details: 990-PF for the year ended February 28, 2026
Revenue
- Dividends
- $11,220
- Net gain from sales of assets
- $38,893
- Other income
- $7
Expenses
- Grants and similar amounts paid
- $25,000
- Compensation of officers, directors and key employees
- $6,267
- Disbursements for charitable purposes
- $28,557
- Excise tax on investment income
- $641
Balance sheet and other
- Total assets, start of year
- $329,485
- Total assets, end of year
- $348,086
- Total liabilities, end of year
- $0
- Net assets, end of year
- $348,086
- Fair market value of assets
- $421,033
- Qualifying distributions
- $28,557
- Net investment income
- $50,107
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 February 28, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEYBANK NATIONAL ASSOCIATION 127 PUBLIC SQUARE, CLEVELAND, OH 44114 | TRUSTEE | 1 | $6,267 |
990-PF for the year ended February 28, 2025: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 653067, DALLAS, TX 75265 | FORMER TRUSTEE | 1 | $1,139 |
| KEYBANK NATIONAL ASSOCIATION 127 PUBLIC SQUARE, CLEVELAND, OH 44114 | TRUSTEE | 1 | $0 |
990-PF for the year ended February 29, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $2,563 |
Address and contacts
- Address (IRS master file)
- 4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144-2338
- Signed the 990-PF
- KEYBANK BY JOSEPH VELKOS, VICE PRESIDENT
- Phone
- (216) 813-4548
- 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 February, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | February 28, 2026 | July 15, 2026 | 990-PF on file |
| 2024 | February 28, 2025 | July 15, 2025 | 990-PF on file |
| 2023 | February 29, 2024 | July 15, 2024 | 990-PF on file |
IRS record
- EIN
- 06-6138018
- Exempt since
- 1970
- Accounting year ends
- February
- Files
- Form 990-PF
- Assets (IRS master file)
- $348,086
- Income (IRS master file)
- $184,488
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | February 2026 | $50,120 | $33,155 | $348,086 | XML |
| 990-PF | February 2025 | $43,316 | $18,097 | $329,485 | XML |
| 990-PF | February 2024 | $10,248 | $19,173 | $308,440 | XML |
| 990-PF | February 2023 | – | – | – | IRS |
| 990-PF | February 2022 | – | – | – | IRS |
| 990-PF | February 2021 | – | – | – | IRS |
| 990-PF | February 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 06-6138018).
Questions about CHARLES F WILLIAMS ESTATE TR
- What is the EIN of CHARLES F WILLIAMS ESTATE TR?
- The employer identification number (EIN) of CHARLES F WILLIAMS ESTATE TR is 06-6138018.
- Is CHARLES F WILLIAMS ESTATE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt since 1970.
- Which annual return does CHARLES F WILLIAMS ESTATE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLES F WILLIAMS ESTATE TR due?
- The return for tax year 2026 (the year ending February 28, 2027) is due July 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHARLES F WILLIAMS ESTATE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended February 2026.
- Who are the officers and directors of CHARLES F WILLIAMS ESTATE TR?
- The 990-PF for the year ended February 28, 2026 lists 1 person; 1 received compensation from the organization, the highest $6,267 (KEYBANK NATIONAL ASSOCIATION, TRUSTEE).
- How much revenue does CHARLES F WILLIAMS ESTATE TR have?
- On its 990-PF for the year ended February 28, 2026 it reported revenue of $50,120, expenses of $33,155 and total assets of $348,086 at year end.
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