Nonprofit · EIN 34-6857570
WILLIAM R DANIELS MEMORIAL FUND
Tax-exempt · BROOKLYN, OH 44144
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $808,220 | $684,497 | $123,723 | $7,424,136 | $0 | $7,424,136 |
| June 30, 2024 | 990 | $722,057 | $639,977 | $82,080 | $7,291,505 | $0 | $7,291,505 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $808,220
- Net gain from sales of assets
- $487,455
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $608,588
- Compensation of officers, directors and key employees
- $74,340
- Salaries, compensation and benefits (total)
- $74,340
- Professional fundraising fees
- $0
- Accounting fees
- $1,050
- Program services (functional)
- $608,588
- Management and general (functional)
- $75,909
Balance sheet and other
- Total assets, start of year
- $7,291,505
- Total assets, end of year
- $7,424,136
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,424,136
- Publicly traded securities
- $7,274,638
- Gross receipts
- $2,829,868
- Employees
- 0
- Year formed
- 1967
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEYBANK N A | TRUSTEE Institutional trustee | 3 | $74,340 |
990 for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEYBANK N A | TRUSTEE Institutional trustee | 3 | $69,222 |
Address and contacts
- Address (IRS master file)
- 4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144-2338
- In care of
- % KEBANK N A
- Principal officer (990 for 2024)
- KEYBANK N A TRUSTEE
- Signed the 990
- KEYBANK BY JOSEPH VELKOS, VICE PRESIDENT
- Phone
- (216) 689-5818
- Return prepared by
- PWC US TAX LLP
Mission
Grants are made according to trust agreeement dated December 18, 1967,as amended. Keybank, as trustee, makes distributions as follows: 50%to Lakewood United Methodist Church, 30% to The Three Arches Foundation, FKA Lakewood Hospital, 10%to Lakewood Kiwanis, 5% to Lakewood Christian Church, and 5% to theBeck Center. Under the Ohio Institutional Trust Funds Act of 1999, thebeneficiaries have chosen to receive the maximum of income based onthe greater of 5% of AFV or traditional income. Keybank maintains aresponsiveness to the needs and activities of each beneficiaryorganization in the attainment of its mission. Please note thecharities have a right to remove the Trustee, the authority to appointco-trustees, and the Trustee has the authority to amend the documentto insure the continuation to qualify as a 509(a)3.
Program accomplishments
- Grants made to Lakewood United Methodist Church to be used for the exempt purpose of the church.Expenses $311,932 · grants $311,932
- Grants made to The Three Arches Foundation, FKA Lakewood Hospital to be used for the exempt purpose of the foundation.Expenses $95,071 · grants $95,071
- Grants made to Lakewood Kiwanis to be used for its exempt purpose.Expenses $68,473 · grants $68,473
- Expenses $133,112 · grants $133,112
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 34-6857570
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1987
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90Z)
- Assets (IRS master file)
- $7,424,136
- Income (IRS master file)
- $2,829,868
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $808,220 | $684,497 | $7,424,136 | XML |
| 990 | June 2024 | $722,057 | $639,977 | $7,291,505 | XML |
| 990 | June 2023 | $332,380 | $712,673 | $7,208,899 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 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 34-6857570).
Questions about WILLIAM R DANIELS MEMORIAL FUND
- What is the EIN of WILLIAM R DANIELS MEMORIAL FUND?
- The employer identification number (EIN) of WILLIAM R DANIELS MEMORIAL FUND is 34-6857570.
- Is WILLIAM R DANIELS MEMORIAL FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to WILLIAM R DANIELS MEMORIAL FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does WILLIAM R DANIELS MEMORIAL FUND 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 WILLIAM R DANIELS MEMORIAL FUND due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WILLIAM R DANIELS MEMORIAL FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of WILLIAM R DANIELS MEMORIAL FUND?
- The 990 for the year ended June 30, 2025 names KEYBANK N A TRUSTEE.
- Who are the officers and directors of WILLIAM R DANIELS MEMORIAL FUND?
- The 990 for the year ended June 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $74,340 (KEYBANK N A, TRUSTEE).
- How much revenue does WILLIAM R DANIELS MEMORIAL FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $808,220, expenses of $684,497 and total assets of $7,424,136 at year end.
Other nonprofits in BROOKLYN
- THE TROMPETER FAMILY FOUNDATION EIN 87-6831610 · last filed 990-PF for 2025
- EATON CHARITABLE FUND EIN 34-6501856 · last filed 990-PF for 2024
- EVA L AND JOSEPH M BRUENING FOUNDATION EIN 34-1584378 · last filed 990-PF for 2024
- ROBERT R RHODES TR EIN 34-6506870 · last filed 990 for 2024
- ANDREW SQUIRE TESTAMENTARY TR EIN 34-6506892 · last filed 990 for 2025
- ELLEN GARRETSON WADE MEMORIAL FUND EIN 34-6505729 · last filed 990-PF for 2025
- GEORGE H DEUBLE FOUNDATION EIN 34-1806245 · last filed 990-PF for 2024
- J W ELLSWORTH ENDOWMENT TRUST 20-32389000 EIN 34-6501094 · last filed 990 for 2024
All nonprofits in BROOKLYN · Ohio · Philanthropy, voluntarism and grantmaking foundations