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Nonprofit · EIN 34-7082537

RITA OGRADY TRUST FBO

Also known as CATHOLIC UNIVERSITY

Tax-exempt · BROOKLYN, OH 44144

Financials

$42K$75K2023$22K$39K2024$66K$40K2025
Revenue Expenses · by fiscal year end
Financials of RITA OGRADY TRUST FBO by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$66,209$39,671$26,538$514,193$0$514,193
December 31, 2024990-PF$22,079$39,164-$17,085$487,667$0$487,667
December 31, 2023990-PF$41,556$74,855-$33,299$504,841$0$504,841
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$20,062
Net gain from sales of assets
$46,063
Other income
$84

Expenses

Grants and similar amounts paid
$28,096
Compensation of officers, directors and key employees
$10,077
Disbursements for charitable purposes
$31,815
Excise tax on investment income
$810

Balance sheet and other

Total assets, start of year
$487,667
Total assets, end of year
$514,193
Total liabilities, end of year
$0
Net assets, end of year
$514,193
Fair market value of assets
$685,030
Qualifying distributions
$31,815
Net investment income
$66,107

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$10,077
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
KEYBANK N A
127 PUBLIC SQUARE, CLEVELAND, OH 44144
TRUSTEE1$9,837
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
KEYBANK N A
100 PUBLIC SQUARE, CLEVELAND, OH 44113
TRUSTEE1$8,599

Address and contacts

Address (IRS master file)
4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144-2338
In care of
% KEYBANK NA
Signed the 990-PF
SENIOR VICE PRESIDENT, VICE PRESIDENT
Phone
(216) 689-5405
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
34-7082537
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
1998
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$514,193
Income (IRS master file)
$293,712

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$66,209$39,671$514,193IRS
990-PFDecember 2024$22,079$39,164$487,667IRS
990-PFDecember 2023$41,556$74,855$504,841XML
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 34-7082537).

Questions about RITA OGRADY TRUST FBO

What is the EIN of RITA OGRADY TRUST FBO?
The employer identification number (EIN) of RITA OGRADY TRUST FBO is 34-7082537.
Is RITA OGRADY TRUST FBO tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
Are donations to RITA OGRADY TRUST FBO tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does RITA OGRADY TRUST FBO file?
Form 990-PF. Private foundations file every year.
When is the next return of RITA OGRADY TRUST FBO 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 RITA OGRADY TRUST FBO 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 RITA OGRADY TRUST FBO?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $10,077 (KEYBANK N A, TRUSTEE).
How much revenue does RITA OGRADY TRUST FBO have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $66,209, expenses of $39,671 and total assets of $514,193 at year end.

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