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Nonprofit · EIN 34-6536046

BOONE JAMES D TTEE U W O

Tax-exempt · BROOKLYN, OH 44144

Financials

$10K$14K2023$15K$11K2024$9K$12K2025
Revenue Expenses · by fiscal year end
Financials of BOONE JAMES D TTEE U W O by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$9,269$11,510-$2,241$148,594$0$148,594
December 31, 2024990-PF$14,835$10,675$4,160$150,833$0$150,833
December 31, 2023990-PF$9,587$13,564-$3,977$146,672$0$146,672
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$4,632
Net gain from sales of assets
$4,637

Expenses

Grants and similar amounts paid
$8,000
Compensation of officers, directors and key employees
$1,992
Disbursements for charitable purposes
$9,654
Excise tax on investment income
$107

Balance sheet and other

Total assets, start of year
$150,833
Total assets, end of year
$148,594
Total liabilities, end of year
$0
Net assets, end of year
$148,594
Fair market value of assets
$175,747
Qualifying distributions
$9,654
Net investment income
$9,268

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$1,992
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
KEYBANK N A
127 PUBLIC SQUARE, CLEVELAND, OH 44144
TRUSTEE1$1,954
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
KEYBANK N A
127 PUBLIC SQUARE, CLEVELAND, OH 44114
TRUSTEE1$1,817

Address and contacts

Address (IRS master file)
4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144-2338
In care of
% KEY TR CO OF OH NA
Signed the 990-PF
KEYBANK BY JOSEPH VELKOS, VICE PRESIDENT
Phone
(216) 813-4556
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
34-6536046
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$148,594
Income (IRS master file)
$56,871

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$9,269$11,510$148,594IRS
990-PFDecember 2024$14,835$10,675$150,833IRS
990-PFDecember 2023$9,587$13,564$146,672XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 34-6536046).

Questions about BOONE JAMES D TTEE U W O

What is the EIN of BOONE JAMES D TTEE U W O?
The employer identification number (EIN) of BOONE JAMES D TTEE U W O is 34-6536046.
Is BOONE JAMES D TTEE U W O tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does BOONE JAMES D TTEE U W O file?
Form 990-PF. Private foundations file every year.
When is the next return of BOONE JAMES D TTEE U W O 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 BOONE JAMES D TTEE U W O 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 BOONE JAMES D TTEE U W O?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $1,992 (KEYBANK N A, TRUSTEE).
How much revenue does BOONE JAMES D TTEE U W O have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $9,269, expenses of $11,510 and total assets of $148,594 at year end.

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