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Nonprofit · EIN 34-6627805

MARSHALL CLEVELAND FUND TA

Tax-exempt · BROOKLYN, OH 44144

Financials

$66K$37K2023$529K$542K2024$346K$313K2025
Revenue Expenses · by fiscal year end
Financials of MARSHALL CLEVELAND FUND TA by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$346,413$313,205$33,208$4,650,000$0$4,650,000
December 31, 2024990$529,178$541,861-$12,683$4,616,793$0$4,616,793
December 31, 2023990$66,047$36,930$29,117$4,629,476$0$4,629,476
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$346,413
Net gain from sales of assets
$287,055
Other revenue
$0

Expenses

Grants and similar amounts paid
$273,030
Compensation of officers, directors and key employees
$38,925
Salaries, compensation and benefits (total)
$38,925
Professional fundraising fees
$0
Accounting fees
$1,050
Program services (functional)
$273,030
Management and general (functional)
$40,175

Balance sheet and other

Total assets, start of year
$4,616,793
Total assets, end of year
$4,650,000
Total liabilities, end of year
$0
Net assets, end of year
$4,650,000
Gross receipts
$633,159
Employees
0
Year formed
1969
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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
KEYBANK NATRUSTEE
Institutional trustee
1$38,925
CLEVELAND STATE UNIVERSITYCORPORATE OFFICER
Institutional trustee
1$0
990 for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
KEYBANK NATRUSTEE
Institutional trustee
1$37,701
CLEVELAND STATE UNIVERSITYCORPORATE OFFICER
Institutional trustee
1$0
990 for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
KEYBANK NATRUSTEE
Institutional trustee
1$35,080
CLEVELAND STATE UNIVERSITYCORPORATE OFFICER
Institutional trustee
1$0

Address and contacts

Address (IRS master file)
4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144-2338
In care of
% KEYBANK N A TRUSTEE
Principal officer (990 for 2025)
KEYBANK NA TRUSTEE, 4900 TIEDEMAN RD, BROOKLYN, OH 44144
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 TRUST AGREEMENT DATED JULY 2, 1969. KEYBANK, IS TRUSTEE, THE INCOME OF THE TRUST SHALL BE DEDICATED FOREVER TO THE EXCLUSIVELY EDUCATIONAL PURPOSE OF THE GENERALENRICHMENT OF LEGAL EDUCATION AT CLEVELAND-MARSHALL COLLEGE OF LAW OF THE CLEVELAND STATE UNIVERSITY, CLEVELAND, OHIO AND ITS SUCCESSORS. KEYBANK MAINTAINS A RESPONSIVENESS TO THE NEEDS AND ACTIVITIES OF EACH BENEFICIARY ORGANIZATION IN THE ATTAINMENT OF ITS MISSION.

990 for the year ended December 31, 2025

Program accomplishments

  • GRANTS ARE MADE TO THE CLEVELAND MARSHALL COLLEGE OF LAW FOR THEGENERAL ENRICHMENT OF LEGAL EDUCATION AT THIS COLLEGE, A PART OFCLEVELAND STATE UNIVERSITY.
    Expenses $273,030 · grants $273,030

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 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 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
34-6627805
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$4,650,000
Income (IRS master file)
$633,159

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$346,413$313,205$4,650,000IRS
990December 2024$529,178$541,861$4,616,793IRS
990December 2023$66,047$36,930$4,629,476XML
990December 2022–––IRS
990December 2021–––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 34-6627805).

Questions about MARSHALL CLEVELAND FUND TA

What is the EIN of MARSHALL CLEVELAND FUND TA?
The employer identification number (EIN) of MARSHALL CLEVELAND FUND TA is 34-6627805.
Is MARSHALL CLEVELAND FUND TA tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does MARSHALL CLEVELAND FUND TA 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 MARSHALL CLEVELAND FUND TA 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 MARSHALL CLEVELAND FUND TA last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of MARSHALL CLEVELAND FUND TA?
The 990 for the year ended December 31, 2025 names KEYBANK NA TRUSTEE.
Who are the officers and directors of MARSHALL CLEVELAND FUND TA?
The 990 for the year ended December 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $38,925 (KEYBANK NA, TRUSTEE).
How much revenue does MARSHALL CLEVELAND FUND TA have?
On its 990 for the year ended December 31, 2025 it reported revenue of $346,413, expenses of $313,205 and total assets of $4,650,000 at year end.

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