Nonprofit · EIN 34-6530510
STEPHEN & ANNA MORRIS TR
Tax-exempt · BROOKLYN, OH 44144
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $4,127 | $6,094 | -$1,967 | $59,933 | $0 | $59,933 |
| December 31, 2024 | 990-PF | $6,620 | $5,632 | $988 | $61,898 | $0 | $61,898 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $749
- Net gain from sales of assets
- $3,378
Expenses
- Grants and similar amounts paid
- $2,310
- Compensation of officers, directors and key employees
- $2,400
- Disbursements for charitable purposes
- $4,160
- Excise tax on investment income
- $32
Balance sheet and other
- Total assets, start of year
- $61,898
- Total assets, end of year
- $59,933
- Total liabilities, end of year
- $0
- Net assets, end of year
- $59,933
- Fair market value of assets
- $75,113
- Qualifying distributions
- $4,160
- Net investment income
- $4,127
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEYBANK N A 127 PUBLIC SQUARE, CLEVELAND, OH 44114 | TRUSTEE | 1 | $2,400 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEYBANK N A 127 PUBLIC SQUARE, CLEVELAND, OH 44144 | TRUSTEE | 1 | $2,400 |
Address and contacts
- Address (IRS master file)
- 4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144-2338
- In care of
- % KEY BANK N A
- 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 34-6530510
- 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
- 1975
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $59,933
- Income (IRS master file)
- $8,812
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $1,007 | $5,784 | $60,910 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 STEPHEN & ANNA MORRIS TR
- What is the EIN of STEPHEN & ANNA MORRIS TR?
- The employer identification number (EIN) of STEPHEN & ANNA MORRIS TR is 34-6530510.
- Is STEPHEN & ANNA MORRIS TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1975.
- Are donations to STEPHEN & ANNA MORRIS TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does STEPHEN & ANNA MORRIS TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of STEPHEN & ANNA MORRIS TR 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 STEPHEN & ANNA MORRIS TR 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 STEPHEN & ANNA MORRIS TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $2,400 (KEYBANK N A, TRUSTEE).
- How much revenue does STEPHEN & ANNA MORRIS TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $4,127, expenses of $6,094 and total assets of $59,933 at year end.
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