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Nonprofit · EIN 34-6500850

DENNIS A UPSON 238700

Tax-exempt · BROOKLYN, OH 44144

Financials

$829K$714K2023$1.2M$752K2024
Revenue Expenses · by fiscal year end
Financials of DENNIS A UPSON 238700 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$1,158,495$751,516$406,979$13,964,916$0$13,964,916
June 30, 2024990$829,468$713,830$115,638$13,540,385$0$13,540,385
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$962,595
Net gain from sales of assets
$812,594
Other revenue
$195,900

Expenses

Grants and similar amounts paid
$655,980
Compensation of officers, directors and key employees
$93,636
Salaries, compensation and benefits (total)
$93,636
Professional fundraising fees
$0
Accounting fees
$1,700
Program services (functional)
$655,980
Management and general (functional)
$95,536

Balance sheet and other

Total assets, start of year
$13,540,385
Total assets, end of year
$13,964,916
Total liabilities, end of year
$0
Net assets, end of year
$13,964,916
Gross receipts
$1,900,775
Employees
0
Year formed
1949
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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
KEYBANK N ATRUSTEE
Institutional trustee
1$93,636
990 for the year ended June 30, 2024: 1 people
NameTitleHours / weekCompensation
KEYBANK N ATRUSTEE
Institutional trustee
1$86,083

Address and contacts

Address (IRS master file)
4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144-2338
In care of
% KEYBANK NA
Principal officer (990 for 2024)
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 OCTOBER 14 ,1949. KEYBANK, AS TRUSTEE MAKES DISTRIBUTIONS AS FOLLOWS: 90% OF NETINCOME SHALL BE PAID IN QUARTERLY INSTALLMENTS IN EQUAL AMOUNTS TO THE ASSOCIATED CHARITIES, UNIVERSITY HOSPITALS, ST. VINCENT CHARITY HOSPITAL, CLEVELAND CLINIC - S T JONES HEALTH CENTER, CENTER FOR FAMILIES AND CHILDREN, CLEVELAND FOUNDATION AND ST. ALEXIS' HOSPITAL, ALL OF CLEVELAND, OHIO TO BE DEVOTED TO SUCH USES AND PURPOSES AS THEIR RESPECTIVE BOARDS OF TRUSTEES OR OTHER OFFICERS HAVING CHARGE OF THEIR FINANCIAL AFFAIRS MAY DEEM WISE. IF ANY OF SAID SIX LAST NAMED BENEFICIARIES SHALL AT ANY TIME BE SUCCEEDED BY OR MERGED WITH ANOTHER ORGANIZATION SITUATED IN CLEVELAND, OHIO. OR VINCINITY, SUCH SUCCESSOR ORGANIZATION OR OTHER ORGANIZATION CREATED BY MERGER SHALLSTAND IN PLACE OF AND TAKE THE SHARE OF THE INCOME OF THE TRUST ESTATE HEREIN PROVIDED FOR SUCH SUCCEEDED OR MERGED BENEFICIARY; BUT IF ANYOF SAID SIX BENEFICIARIES SHALL CEASE TO FUNCTION

990 for the year ended June 30, 2025

Program accomplishments

  • GRANTS MADE TO CLEVELAND CLINIC-ST JONES HEALTH CENTER FOR GENERAL PURPOSES AS DEEMED APPROPRIATE BY THE BOARD OF DIRECTORS
    Expenses $109,330 · grants $109,330
  • GRANTS PAID TO CENTER FOR FAMILIES AND CHILDREN FOR GENERAL PURPOSES AS DEEMED APPROPRIATE BY THE BOARD OF TRUSTEES.
    Expenses $109,330 · grants $109,330
  • GRANTS MADE TO UNIVERSITY HOSPITAL FOR GENERAL PURPOSES AS DEEMED APPROPRIATE BY THE BOARD OF TRUSTEES.
    Expenses $109,330 · grants $109,330
  • Expenses $327,990 · grants $327,990

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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
34-6500850
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$13,964,916
Income (IRS master file)
$1,900,775

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025–––IRS
990June 2024–––IRS
990June 2023–––IRS
990June 2022–––IRS
990June 2021–––IRS
990June 2020–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about DENNIS A UPSON 238700

What is the EIN of DENNIS A UPSON 238700?
The employer identification number (EIN) of DENNIS A UPSON 238700 is 34-6500850.
Is DENNIS A UPSON 238700 tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does DENNIS A UPSON 238700 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 DENNIS A UPSON 238700 due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did DENNIS A UPSON 238700 last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of DENNIS A UPSON 238700?
The 990 for the year ended June 30, 2025 names KEYBANK N A TRUSTEE.
Who are the officers and directors of DENNIS A UPSON 238700?
The 990 for the year ended June 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $93,636 (KEYBANK N A, TRUSTEE).
How much revenue does DENNIS A UPSON 238700 have?
On its 990 for the year ended June 30, 2025 it reported revenue of $1,158,495, expenses of $751,516 and total assets of $13,964,916 at year end.

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