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Nonprofit · EIN 06-6366026

PRESTON J DUNN TR UW FBO YALE UNIV

Tax-exempt · BROOKLYN, OH 44144

Financials

$66K$31K2023$45K$133K2024
Revenue Expenses · by fiscal year end
Financials of PRESTON J DUNN TR UW FBO YALE UNIV by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$44,986$132,944-$87,958$1,771,491$0$1,771,491
December 31, 2023990-PF$66,256$31,018$35,238$1,860,649$0$1,860,649
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$64,512
Net gain from sales of assets
-$19,685
Other income
$159

Expenses

Grants and similar amounts paid
$103,058
Compensation of officers, directors and key employees
$24,943
Disbursements for charitable purposes
$112,334
Excise tax on investment income
$615

Balance sheet and other

Total assets, start of year
$1,860,649
Total assets, end of year
$1,771,491
Total liabilities, end of year
$0
Net assets, end of year
$1,771,491
Fair market value of assets
$2,193,192
Qualifying distributions
$112,334
Net investment income
$64,007

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
KEYBANK N A
127 PUBLIC SQUARE, CLEVELAND, OH 44144
TRUSTEE1$24,943
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
KEYBANK NATIONAL ASSOCIATION
100 PEARL ST 13TH FL, HARTFORD, CT 06103
TRUSTEE1$22,273

Address and contacts

Address (IRS master file)
4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144-2338
In care of
% FIRST NIAGARA PRIVATE CLIENT SERV
Signed the 990-PF
KEYBANK BY JOSEPH VELKOS, VICE PRESIDENT
Phone
(860) 293-4174
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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
06-6366026
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
1993
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,771,491
Income (IRS master file)
$279,054

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$44,986$132,944$1,771,491IRS
990-PFDecember 2023$66,256$31,018$1,860,649XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 06-6366026).

Questions about PRESTON J DUNN TR UW FBO YALE UNIV

What is the EIN of PRESTON J DUNN TR UW FBO YALE UNIV?
The employer identification number (EIN) of PRESTON J DUNN TR UW FBO YALE UNIV is 06-6366026.
Is PRESTON J DUNN TR UW FBO YALE UNIV tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
Are donations to PRESTON J DUNN TR UW FBO YALE UNIV tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does PRESTON J DUNN TR UW FBO YALE UNIV file?
Form 990-PF. Private foundations file every year.
When is the next return of PRESTON J DUNN TR UW FBO YALE UNIV due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PRESTON J DUNN TR UW FBO YALE UNIV last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of PRESTON J DUNN TR UW FBO YALE UNIV?
The 990-PF for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $24,943 (KEYBANK N A, TRUSTEE).
How much revenue does PRESTON J DUNN TR UW FBO YALE UNIV have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $44,986, expenses of $132,944 and total assets of $1,771,491 at year end.

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