Nonprofit · EIN 34-6919291
HOLDEN ARBORETUM TRUST
Tax-exempt · BROOKLYN, OH 44144
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $14,425,652 | $5,409,865 | $9,015,787 | $76,745,535 | $0 | $76,745,535 |
| September 30, 2024 | 990 | $4,794,987 | $4,997,723 | -$202,736 | $67,797,915 | $0 | $67,797,915 |
| September 30, 2023 | 990 | $3,501,314 | $5,392,714 | -$1,891,400 | $67,972,915 | $0 | $67,972,915 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $13,558,921
- Net gain from sales of assets
- $12,907,542
- Other revenue
- $866,731
Expenses
- Grants and similar amounts paid
- $5,080,476
- Compensation of officers, directors and key employees
- $309,323
- Salaries, compensation and benefits (total)
- $309,323
- Professional fundraising fees
- $0
- Accounting fees
- $1,050
- Program services (functional)
- $5,080,476
- Management and general (functional)
- $329,389
Balance sheet and other
- Total assets, start of year
- $67,797,915
- Total assets, end of year
- $76,745,535
- Total liabilities, end of year
- $0
- Net assets, end of year
- $76,745,535
- Publicly traded securities
- $25,294,389
- Gross unrelated business income
- $77,851
- Gross receipts
- $20,445,077
- Employees
- 0
- Year formed
- 1987
- 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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEYBANK NATIONAL ASSOCIATION | TRUSTEE Institutional trustee | 15 | $309,323 |
990 for the year ended September 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEYBANK NATIONAL ASSOCIATION | TRUSTEE Institutional trustee | 15 | $251,108 |
990 for the year ended September 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEYBANK NATIONAL ASSOCIATION | Trustee Institutional trustee | 15 | $234,165 |
Address and contacts
- Address (IRS master file)
- 4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144-2338
- In care of
- % KEYBANK N A
- Principal officer (990 for 2024)
- KEYBANK NATRUSTEE
- Signed the 990
- KEYBANK BY JOSEPH VELKOS, VICE PRESIDENT
- Phone
- (216) 689-7663
- Return prepared by
- PWC US TAX LLP
Mission
Grants are paid according to Trust Agreement dated December 29, 1987,between the Holden Arboretum and Keybank, N.A., as Trustee. The trust shall be organized and operated exclusively for charitable, educational, and scientific purposes by distributing its net income to or for the exclusive benefit of, to perform the functions of, or to carry out the charitable, educational, and scientific purposes of the Arboretum. Keybank maintains a responsiveness to the needs and activities of the beneficiary organization in the attainment of its mission.
Program accomplishments
- Grants are paid for the exclusive benefit of, to perform the functions of, or to carry out the charitable, educational, and scientific purposes of the Holden Arboretum.Expenses $5,080,476 · grants $5,080,476
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990 on file |
IRS record
- EIN
- 34-6919291
- 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
- 1988
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Environment (C410)
- Assets (IRS master file)
- $76,745,535
- Income (IRS master file)
- $20,445,077
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $14,425,652 | $5,409,865 | $76,745,535 | XML |
| 990-T | September 2025 | – | – | – | IRS |
| 990 | September 2024 | $4,794,987 | $4,997,723 | $67,797,915 | XML |
| 990-T | September 2024 | – | – | – | IRS |
| 990 | September 2023 | $3,501,314 | $5,392,714 | $67,972,915 | IRS |
| 990-T | September 2023 | – | – | – | IRS |
| 990 | September 2022 | $5,957,269 | $5,373,653 | $70,540,492 | IRS |
| 990-T | September 2022 | – | – | – | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990-T | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | 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 34-6919291).
Questions about HOLDEN ARBORETUM TRUST
- What is the EIN of HOLDEN ARBORETUM TRUST?
- The employer identification number (EIN) of HOLDEN ARBORETUM TRUST is 34-6919291.
- Is HOLDEN ARBORETUM TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to HOLDEN ARBORETUM TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does HOLDEN ARBORETUM TRUST 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 HOLDEN ARBORETUM TRUST due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HOLDEN ARBORETUM TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of HOLDEN ARBORETUM TRUST?
- The 990 for the year ended September 30, 2025 names KEYBANK NATRUSTEE.
- Who are the officers and directors of HOLDEN ARBORETUM TRUST?
- The 990 for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $309,323 (KEYBANK NATIONAL ASSOCIATION, TRUSTEE).
- How much revenue does HOLDEN ARBORETUM TRUST have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $14,425,652, expenses of $5,409,865 and total assets of $76,745,535 at year end.
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