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Nonprofit · EIN 23-7741168

LOWER SALFORD HISTORICAL TR FUND

Tax-exempt · BROOKLYN, OH 44144

Financials

$406$6K2023−$465$3K2024$1K$3K2025
Revenue Expenses · by fiscal year end
Financials of LOWER SALFORD HISTORICAL TR FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,013$2,834-$1,821$27,912$0$27,912
December 31, 2024990-PF-$465$2,681-$3,146$29,735$0$29,735
December 31, 2023990-PF$406$6,408-$6,002$32,937$0$32,937
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$1,231
Net gain from sales of assets
-$218

Expenses

Grants and similar amounts paid
$473
Compensation of officers, directors and key employees
$399
Disbursements for charitable purposes
$2,273
Excise tax on investment income
$13

Balance sheet and other

Total assets, start of year
$29,735
Total assets, end of year
$27,912
Total liabilities, end of year
$0
Net assets, end of year
$27,912
Fair market value of assets
$25,272
Qualifying distributions
$2,273
Net investment income
$1,230

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$399
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
KEYBANK NA
127 PUBLIC SQUARE, CLEVELAND, OH 44144
TRUSTEE1$420
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
KEYBANK NA
4900 TIEDEMAN ROAD, BROOKLYN, OH 44144
TRUSTEE1$467

Address and contacts

Address (IRS master file)
4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144-2338
In care of
% KEYBANK NATIONAL ASSOCIATION TTEE
Signed the 990-PF
KEYBANK BY JOSEPH VELKOS, VICE PRESIDENT
Phone
(216) 813-4618
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
23-7741168
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$27,912
Income (IRS master file)
$3,091

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,013$2,834$27,912IRS
990-PFDecember 2024-$465$2,681$29,735IRS
990-PFDecember 2023$406$6,408$32,937XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020$2,681$1,811$40,701IRS

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 23-7741168).

Questions about LOWER SALFORD HISTORICAL TR FUND

What is the EIN of LOWER SALFORD HISTORICAL TR FUND?
The employer identification number (EIN) of LOWER SALFORD HISTORICAL TR FUND is 23-7741168.
Is LOWER SALFORD HISTORICAL TR FUND tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does LOWER SALFORD HISTORICAL TR FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of LOWER SALFORD HISTORICAL TR FUND 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 LOWER SALFORD HISTORICAL TR FUND 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 LOWER SALFORD HISTORICAL TR FUND?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $399 (KEYBANK N A, TRUSTEE).
How much revenue does LOWER SALFORD HISTORICAL TR FUND have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,013, expenses of $2,834 and total assets of $27,912 at year end.

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