Nonprofit · EIN 23-7138910
WESTERN RESERVE ASSOCIATION NO 3 TRUST
Tax-exempt · BROOKLYN, OH 44144
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $140,062 | $112,690 | $27,372 | $1,983,393 | $0 | $1,983,393 |
| December 31, 2024 | 990 | $96,544 | $102,464 | -$5,920 | $1,956,027 | $0 | $1,956,027 |
| December 31, 2023 | 990 | $65,834 | $104,036 | -$38,202 | $1,961,951 | $0 | $1,961,951 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $140,062
- Net gain from sales of assets
- $86,351
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $102,462
- Compensation of officers, directors and key employees
- $8,772
- Salaries, compensation and benefits (total)
- $8,772
- Professional fundraising fees
- $0
- Program services (functional)
- $102,462
- Management and general (functional)
- $10,228
Balance sheet and other
- Total assets, start of year
- $1,956,027
- Total assets, end of year
- $1,983,393
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,983,393
- Publicly traded securities
- $1,925,016
- Gross receipts
- $488,871
- Employees
- 0
- Year formed
- 1923
- State of legal domicile
- OH
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KeyBank N A | Trustee Institutional trustee | 1 | $8,772 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KeyBank N A | Trustee Institutional trustee | 1 | $8,433 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KeyBank N A | Trustee Institutional trustee | 1 | $7,907 |
Address and contacts
- Address (IRS master file)
- 4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144-2338
- In care of
- % SOCIETY NATIONAL BANK TTEE
- Principal officer (990 for 2025)
- KEYBANK N A TRUSTEE
- Signed the 990
- KEYBANK BY JOSEPH VELKOS, VICE PRESIDENT
- Phone
- (216) 689-7663
- Return prepared by
- PWC US TAX LLP
Mission
Grants are made according to the Trust Agreement dated June 14, 1923. Keybank, as trustee, distributes to the Western Reserve Association to further the purpose of the religious work of the Ohio Conference of the United Church of Christ and to strengthen the work of the local churches. Under the Ohio Institutional Trust Funds Act of 1999, Western Reserve Association has chosen to receive the maximum of income based on the greater of 5% of AFV or traditional income. Keybank maintains a responsiveness to the needs and activities of the beneficiary organization in the attainment of its mission. Please note the beneficiary organization has a right to remove the Trustee, authority to direct or approve investments, and the Trustee has the authority to amend the document to insure the continuation to qualify as a 509(a)3.
Program accomplishments
- Grants are made to the Western Reserve Association to further the purposes of the religious work of the Ohio Conference of the United Church of Christ and to strengthen the work of the local churches.Expenses $102,462 · grants $102,462
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7138910
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1972
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Religion-related (X110)
- Assets (IRS master file)
- $1,983,393
- Income (IRS master file)
- $488,871
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $140,062 | $112,690 | $1,983,393 | IRS |
| 990 | December 2024 | $96,544 | $102,464 | $1,956,027 | IRS |
| 990 | December 2023 | $65,834 | $104,036 | $1,961,951 | XML |
| 990 | December 2022 | $284,577 | $117,808 | $2,000,231 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 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 23-7138910).
Questions about WESTERN RESERVE ASSOCIATION NO 3 TRUST
- What is the EIN of WESTERN RESERVE ASSOCIATION NO 3 TRUST?
- The employer identification number (EIN) of WESTERN RESERVE ASSOCIATION NO 3 TRUST is 23-7138910.
- Is WESTERN RESERVE ASSOCIATION NO 3 TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1972.
- Are donations to WESTERN RESERVE ASSOCIATION NO 3 TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does WESTERN RESERVE ASSOCIATION NO 3 TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WESTERN RESERVE ASSOCIATION NO 3 TRUST 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 WESTERN RESERVE ASSOCIATION NO 3 TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of WESTERN RESERVE ASSOCIATION NO 3 TRUST?
- The 990 for the year ended December 31, 2025 names KEYBANK N A TRUSTEE.
- Who are the officers and directors of WESTERN RESERVE ASSOCIATION NO 3 TRUST?
- The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $8,772 (KeyBank N A, Trustee).
- How much revenue does WESTERN RESERVE ASSOCIATION NO 3 TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $140,062, expenses of $112,690 and total assets of $1,983,393 at year end.
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