Nonprofit · EIN 31-6630121
LUCILLE M POTTER CHARITABLE FUND
Tax-exempt · BROOKLYN, OH 44144
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| January 31, 2026 | 990-PF | $26,483 | $26,150 | $333 | $294,564 | $0 | $294,564 |
| January 31, 2025 | 990-PF | $20,459 | $25,973 | -$5,514 | $294,243 | $0 | $294,243 |
| January 31, 2024 | 990-PF | $15,892 | $24,503 | -$8,611 | $299,769 | $0 | $299,769 |
Financial details: 990-PF for the year ended January 31, 2026
Revenue
- Dividends
- $12,930
- Net gain from sales of assets
- $13,553
Expenses
- Grants and similar amounts paid
- $19,200
- Compensation of officers, directors and key employees
- $4,487
- Disbursements for charitable purposes
- $22,372
- Excise tax on investment income
- $320
Balance sheet and other
- Total assets, start of year
- $294,243
- Total assets, end of year
- $294,564
- Total liabilities, end of year
- $0
- Net assets, end of year
- $294,564
- Fair market value of assets
- $385,887
- Qualifying distributions
- $22,372
- Net investment income
- $26,474
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 January 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEYBANK NATIONAL ASSOCIATION 127 PUBLIC SQUARE, CLEVELAND, OH 44114 | TRUSTEE | 1 | $4,487 |
990-PF for the year ended January 31, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEYBANK NATIONAL ASSOCIATION 127 PUBLIC SQUARE, CLEVELAND, OH 44114 | TRUSTEE | 1 | $4,377 |
990-PF for the year ended January 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEYBANK NATIONAL ASSOCIATION 1 CANAL PLAZA, PORTLAND, ME 04101 | TRUSTEE | 1 | $4,103 |
Address and contacts
- Address (IRS master file)
- 4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144-2338
- In care of
- % KEY TRUST CO
- Signed the 990-PF
- KEYBANK BY JOSEPH VELKOS, VICE PRESIDENT
- Phone
- (866) 238-8650
- 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 January, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | January 31, 2026 | June 15, 2026 | 990-PF on file |
| 2024 | January 31, 2025 | June 16, 2025 | 990-PF on file |
| 2023 | January 31, 2024 | June 17, 2024 | 990-PF on file |
IRS record
- EIN
- 31-6630121
- 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
- 1999
- Accounting year ends
- January
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $294,564
- Income (IRS master file)
- $43,619
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | January 2026 | $26,483 | $26,150 | $294,564 | XML |
| 990-PF | January 2025 | $20,459 | $25,973 | $294,243 | XML |
| 990-PF | January 2024 | $15,892 | $24,503 | $299,769 | XML |
| 990-PF | January 2023 | – | – | – | IRS |
| 990-PF | January 2022 | – | – | – | IRS |
| 990-PF | January 2021 | – | – | – | 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 31-6630121).
Questions about LUCILLE M POTTER CHARITABLE FUND
- What is the EIN of LUCILLE M POTTER CHARITABLE FUND?
- The employer identification number (EIN) of LUCILLE M POTTER CHARITABLE FUND is 31-6630121.
- Is LUCILLE M POTTER CHARITABLE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to LUCILLE M POTTER CHARITABLE FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LUCILLE M POTTER CHARITABLE FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LUCILLE M POTTER CHARITABLE FUND due?
- The return for tax year 2026 (the year ending January 31, 2027) is due June 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LUCILLE M POTTER CHARITABLE FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended January 2026.
- Who are the officers and directors of LUCILLE M POTTER CHARITABLE FUND?
- The 990-PF for the year ended January 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $4,487 (KEYBANK NATIONAL ASSOCIATION, TRUSTEE).
- How much revenue does LUCILLE M POTTER CHARITABLE FUND have?
- On its 990-PF for the year ended January 31, 2026 it reported revenue of $26,483, expenses of $26,150 and total assets of $294,564 at year end.
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