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Nonprofit · EIN 34-6568288

PHILLIP OPP TR

Tax-exempt · BROOKLYN, OH 44144

Financials

$17K$11K2025
Revenue Expenses · by fiscal year end
Financials of PHILLIP OPP TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$16,658$10,999$5,659$141,635$0$141,635
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$5,112
Net gain from sales of assets
$11,480
Other income
$66

Expenses

Grants and similar amounts paid
$8,342
Compensation of officers, directors and key employees
$1,804
Disbursements for charitable purposes
$9,589
Excise tax on investment income
$211

Balance sheet and other

Total assets, start of year
$135,974
Total assets, end of year
$141,635
Total liabilities, end of year
$0
Net assets, end of year
$141,635
Fair market value of assets
$177,361
Qualifying distributions
$9,589
Net investment income
$16,589

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$1,804

Address and contacts

Address (IRS master file)
4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144-2338
In care of
% KEY TR CO OH NA
Signed the 990-PF
KEYBANK BY JOSEPH VELKOS, VICE PRESIDENT
Phone
(216) 813-4618
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
34-6568288
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$141,635
Income (IRS master file)
$28,318

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025–––IRS
990-PFDecember 2024–––IRS
990-PFDecember 2023$7,243$10,969$139,606IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020$13,828$10,795$153,603IRS

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 PHILLIP OPP TR

What is the EIN of PHILLIP OPP TR?
The employer identification number (EIN) of PHILLIP OPP TR is 34-6568288.
Is PHILLIP OPP TR tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does PHILLIP OPP TR file?
Form 990-PF. Private foundations file every year.
When is the next return of PHILLIP OPP 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 PHILLIP OPP 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 PHILLIP OPP TR?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $1,804 (KEYBANK N A, TRUSTEE).
How much revenue does PHILLIP OPP TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $16,658, expenses of $10,999 and total assets of $141,635 at year end.

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