Skip to main content

Nonprofit · EIN 34-6639318

RAYMOND STERNER TRUST UA

Tax-exempt · BROOKLYN, OH 44144

Financials

$13K$54K2023$89K$53K2024$57K$60K2025
Revenue Expenses · by fiscal year end
Financials of RAYMOND STERNER TRUST UA by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$56,965$60,194-$3,229$804,399$0$804,399
December 31, 2024990-PF$88,892$53,181$35,711$807,656$0$807,656
December 31, 2023990-PF$12,797$53,700-$40,903$771,945$0$771,945
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$10,560
Net gain from sales of assets
$46,405

Expenses

Grants and similar amounts paid
$47,028
Compensation of officers, directors and key employees
$9,627
Disbursements for charitable purposes
$50,685
Excise tax on investment income
$691

Balance sheet and other

Total assets, start of year
$807,656
Total assets, end of year
$804,399
Total liabilities, end of year
$0
Net assets, end of year
$804,399
Fair market value of assets
$1,051,945
Qualifying distributions
$50,685
Net investment income
$56,965

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$9,627
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
KEYBANK N A
127 PUBLIC SQUARE, CLEVELAND, OH 44144
TRUSTEE1$9,098
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
KEYBANK
100 PUBLIC SQUARE, CLEVELAND, OH 43699
TRUSTEE1$8,191

Address and contacts

Address (IRS master file)
4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144-2338
In care of
% SOCIETY BANK & TRUST TTEE
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
34-6639318
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
1992
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$804,399
Income (IRS master file)
$100,651

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$56,965$60,194$804,399IRS
990-PFDecember 2024$88,892$53,181$807,656IRS
990-PFDecember 2023$12,797$53,700$771,945XML
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 34-6639318).

Questions about RAYMOND STERNER TRUST UA

What is the EIN of RAYMOND STERNER TRUST UA?
The employer identification number (EIN) of RAYMOND STERNER TRUST UA is 34-6639318.
Is RAYMOND STERNER TRUST UA tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
Are donations to RAYMOND STERNER TRUST UA tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does RAYMOND STERNER TRUST UA file?
Form 990-PF. Private foundations file every year.
When is the next return of RAYMOND STERNER TRUST UA 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 RAYMOND STERNER TRUST UA 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 RAYMOND STERNER TRUST UA?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $9,627 (KEYBANK N A, TRUSTEE).
How much revenue does RAYMOND STERNER TRUST UA have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $56,965, expenses of $60,194 and total assets of $804,399 at year end.

Other nonprofits in BROOKLYN

All nonprofits in BROOKLYN · Ohio