Nonprofit · EIN 56-6218777
C L KELLY SR TR UW
Tax-exempt · CINCINNATI, OH 45263
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| January 31, 2026 | 990-PF | $85,873 | $142,935 | -$57,062 | $1,071,335 | $0 | $1,071,335 |
| January 31, 2025 | 990-PF | $218,971 | $154,989 | $63,982 | $1,128,487 | $0 | $1,128,487 |
| January 31, 2024 | 990-PF | $721,938 | $124,068 | $597,870 | $1,064,310 | $0 | $1,064,310 |
Financial details: 990-PF for the year ended January 31, 2026
Revenue
- Dividends
- $30,898
- Net rental income
- $14,299
- Net gain from sales of assets
- $33,138
- Other income
- $4,542
Expenses
- Grants and similar amounts paid
- $101,644
- Compensation of officers, directors and key employees
- $22,312
- Disbursements for charitable purposes
- $105,975
- Excise tax on investment income
- $617
Balance sheet and other
- Total assets, start of year
- $1,128,487
- Total assets, end of year
- $1,071,335
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,071,335
- Fair market value of assets
- $2,628,246
- Qualifying distributions
- $105,975
- Net investment income
- $81,331
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 January 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK NA PO BOX 630858, CINCINNATI, OH 452630858 | TRUSTEE | 2 | $22,312 |
990-PF for the year ended January 31, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| COMERICA BANK PO BOX 75000 M/C 3302, DETROIT, MI 482753302 | TRUSTEE | 2 | $19,985 |
990-PF for the year ended January 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| COMERICA BANK PO BOX 75000 M/C 3302, DETROIT, MI 482753302 | TRUSTEE | 2 | $19,590 |
Address and contacts
- Address (IRS master file)
- PO BOX 630858, CINCINNATI, OH 45263-0858
- In care of
- % COMERICA BANK TTEE
- Signed the 990-PF
- MATTHEW GRABOWSKI, VICE PRESIDENT
- Phone
- (248) 984-1324
- Return prepared by
- KPMG 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 January, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | January 31, 2026 | June 15, 2026 | 990-PF on file |
| 2024 | January 31, 2025 | June 16, 2025 | 990-PF on file |
| 2023 | January 31, 2024 | June 17, 2024 | 990-PF on file |
IRS record
- EIN
- 56-6218777
- 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
- 1984
- Accounting year ends
- January
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,071,335
- Income (IRS master file)
- $594,905
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | January 2026 | $85,873 | $142,935 | $1,071,335 | IRS |
| 990-PF | January 2025 | $218,971 | $154,989 | $1,128,487 | XML |
| 990-PF | January 2024 | $721,938 | $124,068 | $1,064,310 | XML |
| 990-PF | January 2023 | – | – | – | IRS |
| 990-PF | January 2022 | – | – | – | IRS |
| 990-PF | January 2021 | – | – | – | IRS |
| 990-PF | January 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 56-6218777).
Questions about C L KELLY SR TR UW
- What is the EIN of C L KELLY SR TR UW?
- The employer identification number (EIN) of C L KELLY SR TR UW is 56-6218777.
- Is C L KELLY SR TR UW tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to C L KELLY SR TR UW tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does C L KELLY SR TR UW file?
- Form 990-PF. Private foundations file every year.
- When is the next return of C L KELLY SR TR UW due?
- The return for tax year 2026 (the year ending January 31, 2027) is due June 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did C L KELLY SR TR UW last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended January 2026.
- Who are the officers and directors of C L KELLY SR TR UW?
- The 990-PF for the year ended January 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $22,312 (FIFTH THIRD BANK NA, TRUSTEE).
- How much revenue does C L KELLY SR TR UW have?
- On its 990-PF for the year ended January 31, 2026 it reported revenue of $85,873, expenses of $142,935 and total assets of $1,071,335 at year end.
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