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Nonprofit · EIN 06-6154532

FRANK O BRION TR U W FLEET BANK NA

Tax-exempt · BROOKLYN, OH 44144

Financials

$223K$81K2022$100K$97K2023$61K$73K2024
Revenue Expenses · by fiscal year end
Financials of FRANK O BRION TR U W FLEET BANK NA by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
October 31, 2025990-PF$60,876$72,705-$11,829$1,265,336$0$1,265,336
October 31, 2024990-PF$99,686$97,126$2,560$1,272,365$0$1,272,365
October 31, 2023990-PF$223,463$80,758$142,705$1,266,100$0$1,266,100
Financial details: 990-PF for the year ended October 31, 2025

Revenue

Dividends
$35,630
Net gain from sales of assets
$25,246

Expenses

Grants and similar amounts paid
$43,000
Compensation of officers, directors and key employees
$21,933
Disbursements for charitable purposes
$51,783
Excise tax on investment income
$588

Balance sheet and other

Total assets, start of year
$1,272,365
Total assets, end of year
$1,265,336
Total liabilities, end of year
$0
Net assets, end of year
$1,265,336
Fair market value of assets
$1,643,481
Qualifying distributions
$51,783
Net investment income
$60,839

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 October 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
KEYBANK NA
127 PUBLIC SQUARE, CLEVELAND, OH 44114
TRUSTEE1$21,933
990-PF for the year ended October 31, 2024: 1 people
NameTitleHours / weekCompensation
KEYBANK NA
127 PUBLIC SQUARE, CLEVELAND, OH 44114
TRUSTEE1$20,514
990-PF for the year ended October 31, 2023: 1 people
NameTitleHours / weekCompensation
KEYBANK NA
100 PUBLIC SQURE STE 600, CLEVELAND, OH 44113
TRUSTEE1$1,547

Address and contacts

Address (IRS master file)
4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144-2338
In care of
% FLEET INVESTMENT SERVICES
Signed the 990-PF
KEYBANK BY JOSEPH VELKOS, VICE PRESIDENT
Phone
(216) 689-7663
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 October, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025October 31, 2026March 15, 2027Not due yet
2024October 31, 2025March 16, 2026990-PF on file
2023October 31, 2024March 17, 2025990-PF on file

IRS record

EIN
06-6154532
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
1976
Accounting year ends
October
Files
Form 990-PF
Assets (IRS master file)
$1,265,336
Income (IRS master file)
$171,063

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFOctober 2025$60,876$72,705$1,265,336XML
990-PFOctober 2024$99,686$97,126$1,272,365XML
990-PFOctober 2023$223,463$80,758$1,266,100XML
990-PFOctober 2022–––IRS
990-PFOctober 2021–––IRS
990-PFOctober 2020–––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 06-6154532).

Questions about FRANK O BRION TR U W FLEET BANK NA

What is the EIN of FRANK O BRION TR U W FLEET BANK NA?
The employer identification number (EIN) of FRANK O BRION TR U W FLEET BANK NA is 06-6154532.
Is FRANK O BRION TR U W FLEET BANK NA tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
Are donations to FRANK O BRION TR U W FLEET BANK NA tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does FRANK O BRION TR U W FLEET BANK NA file?
Form 990-PF. Private foundations file every year.
When is the next return of FRANK O BRION TR U W FLEET BANK NA due?
The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did FRANK O BRION TR U W FLEET BANK NA last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended October 2025.
Who are the officers and directors of FRANK O BRION TR U W FLEET BANK NA?
The 990-PF for the year ended October 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $21,933 (KEYBANK NA, TRUSTEE).
How much revenue does FRANK O BRION TR U W FLEET BANK NA have?
On its 990-PF for the year ended October 31, 2025 it reported revenue of $60,876, expenses of $72,705 and total assets of $1,265,336 at year end.

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