Skip to main content

Nonprofit · EIN 34-6508538

KATE B SHEADLE TR 20-102000926301

Tax-exempt · BROOKLYN, OH 44144

Financials

$290K$267K2025
Revenue Expenses · by fiscal year end
Financials of KATE B SHEADLE TR 20-102000926301 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$289,866$267,364$22,502$4,549,096$0$4,549,096
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$55,988
Net gain from sales of assets
$223,250
Other income
$10,628

Expenses

Grants and similar amounts paid
$247,489
Compensation of officers, directors and key employees
$7,187
Disbursements for charitable purposes
$250,536
Excise tax on investment income
$3,806

Balance sheet and other

Total assets, start of year
$4,526,594
Total assets, end of year
$4,549,096
Total liabilities, end of year
$0
Net assets, end of year
$4,549,096
Fair market value of assets
$5,621,205
Qualifying distributions
$250,536
Net investment income
$279,238

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$7,187

Address and contacts

Address (IRS master file)
4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144-2338
In care of
% KEYBANK NA
Signed the 990-PF
KEYBANK BY JOSEPH VELKOS, VICE PRESIDENT
Phone
(216) 689-7663
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, 2025Check at the IRS
2023December 31, 2023May 15, 2024Check at the IRS

IRS record

EIN
34-6508538
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$4,549,096
Income (IRS master file)
$463,479

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$289,866$267,364$4,549,096IRS

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 34-6508538).

Questions about KATE B SHEADLE TR 20-102000926301

What is the EIN of KATE B SHEADLE TR 20-102000926301?
The employer identification number (EIN) of KATE B SHEADLE TR 20-102000926301 is 34-6508538.
Is KATE B SHEADLE TR 20-102000926301 tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does KATE B SHEADLE TR 20-102000926301 file?
Form 990-PF. Private foundations file every year.
When is the next return of KATE B SHEADLE TR 20-102000926301 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 KATE B SHEADLE TR 20-102000926301 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 KATE B SHEADLE TR 20-102000926301?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $7,187 (KEYBANK N A, TRUSTEE).
How much revenue does KATE B SHEADLE TR 20-102000926301 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $289,866, expenses of $267,364 and total assets of $4,549,096 at year end.

Other nonprofits in BROOKLYN

All nonprofits in BROOKLYN · Ohio