Nonprofit · EIN 52-7076965
WILLIAM L JR CASEY TRUST UW TW
Tax-exempt · BROOKLYN, OH 44144
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $13,075 | $15,397 | -$2,322 | $190,479 | $0 | $190,479 |
| December 31, 2024 | 990-PF | $16,504 | $11,303 | $5,201 | $192,800 | $0 | $192,800 |
| December 31, 2023 | 990-PF | $6,448 | $7,813 | -$1,365 | $187,601 | $0 | $187,601 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $7,788
- Net gain from sales of assets
- $5,287
Expenses
- Grants and similar amounts paid
- $9,880
- Compensation of officers, directors and key employees
- $4,059
- Disbursements for charitable purposes
- $11,945
- Excise tax on investment income
- $138
Balance sheet and other
- Total assets, start of year
- $192,800
- Total assets, end of year
- $190,479
- Total liabilities, end of year
- $0
- Net assets, end of year
- $190,479
- Fair market value of assets
- $266,728
- Qualifying distributions
- $11,945
- Net investment income
- $13,075
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEYBANK N A 127 PUBLIC SQUARE, CLEVELAND, OH 44114 | TRUSTEE | 1 | $4,059 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEYBANK N A 127 PUBLIC SQUARE, CLEVELAND, OH 44144 | TRUSTEE | 1 | $4,002 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEYBANK NATIONAL ASSOCIATION 1 Canal Plaza, Portland, ME 04101 | TRUSTEE | 1 | $4,000 |
Address and contacts
- Address (IRS master file)
- 4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144-2338
- In care of
- % KEYBANK NATIONAL ASSOC TTEE
- Signed the 990-PF
- KEYBANK BY JOSEPH VELKOS, VICE PRESIDENT
- Phone
- (518) 257-8654
- 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 52-7076965
- 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
- 2017
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $190,479
- Income (IRS master file)
- $138,742
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $13,075 | $15,397 | $190,479 | IRS |
| 990-PF | December 2024 | $16,504 | $11,303 | $192,800 | IRS |
| 990-PF | December 2023 | $6,448 | $7,813 | $187,601 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 52-7076965).
Questions about WILLIAM L JR CASEY TRUST UW TW
- What is the EIN of WILLIAM L JR CASEY TRUST UW TW?
- The employer identification number (EIN) of WILLIAM L JR CASEY TRUST UW TW is 52-7076965.
- Is WILLIAM L JR CASEY TRUST UW TW tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to WILLIAM L JR CASEY TRUST UW TW tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM L JR CASEY TRUST UW TW file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM L JR CASEY TRUST UW TW 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 WILLIAM L JR CASEY TRUST UW TW 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 WILLIAM L JR CASEY TRUST UW TW?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $4,059 (KEYBANK N A, TRUSTEE).
- How much revenue does WILLIAM L JR CASEY TRUST UW TW have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $13,075, expenses of $15,397 and total assets of $190,479 at year end.
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