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Nonprofit · EIN 90-6237682

SALLY GAIL LINDSEY FAMILY TR

Tax-exempt · BROOKLYN, OH 44144

Financials

$964K$360K2022$1.4M$2.3M2023$717K$379K2024
Revenue Expenses · by fiscal year end
Financials of SALLY GAIL LINDSEY FAMILY TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
October 31, 2025990-PF$717,282$379,471$337,811$6,922,024$0$6,922,024
October 31, 2024990-PF$1,367,813$2,338,227-$970,414$6,584,214$0$6,584,214
October 31, 2023990-PF$963,987$360,075$603,912$7,550,114$0$7,550,114
Financial details: 990-PF for the year ended October 31, 2025

Revenue

Dividends
$299,401
Net gain from sales of assets
$417,840
Other income
$41

Expenses

Grants and similar amounts paid
$243,061
Compensation of officers, directors and key employees
$116,371
Disbursements for charitable purposes
$273,404
Excise tax on investment income
$8,754

Balance sheet and other

Total assets, start of year
$6,584,214
Total assets, end of year
$6,922,024
Total liabilities, end of year
$0
Net assets, end of year
$6,922,024
Fair market value of assets
$14,889,777
Qualifying distributions
$273,404
Net investment income
$717,241

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 October 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
KEYBANK N A
100 PUBLIC SQUARE SUITE 600, CLEVELAND, OH 44113
TRUSTEE3$116,371
990-PF for the year ended October 31, 2024: 1 people
NameTitleHours / weekCompensation
KEYBANK N A
100 PUBLIC SQUARE SUITE 600, CLEVELAND, OH 44113
TRUSTEE3$112,558
990-PF for the year ended October 31, 2023: 1 people
NameTitleHours / weekCompensation
KEYBANK N A
100 PUBLIC SQUARE SUITE 600, CLEVELAND, OH 44113
TRUSTEE3$110,367

Address and contacts

Address (IRS master file)
4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144-2338
In care of
% KEYBANK NA TTEE
Signed the 990-PF
KEYBANK BY JOSEPH VELKOS, VICE PRESIDENT
Phone
(216) 689-0498
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 October, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025October 31, 2026March 15, 2027Not due yet
2024October 31, 2025March 16, 2026990-PF on file
2023October 31, 2024March 17, 2025990-PF on file

IRS record

EIN
90-6237682
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
2014
Accounting year ends
October
Files
Form 990-PF
Assets (IRS master file)
$6,922,024
Income (IRS master file)
$2,203,838

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFOctober 2025$717,282$379,471$6,922,024XML
990-PFOctober 2024$1,367,813$2,338,227$6,584,214XML
990-PFOctober 2023$963,987$360,075$7,550,114XML
990-PFOctober 2022–––IRS
990-PFOctober 2021–––IRS
990-PFOctober 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 90-6237682).

Questions about SALLY GAIL LINDSEY FAMILY TR

What is the EIN of SALLY GAIL LINDSEY FAMILY TR?
The employer identification number (EIN) of SALLY GAIL LINDSEY FAMILY TR is 90-6237682.
Is SALLY GAIL LINDSEY FAMILY TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
Are donations to SALLY GAIL LINDSEY FAMILY TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SALLY GAIL LINDSEY FAMILY TR file?
Form 990-PF. Private foundations file every year.
When is the next return of SALLY GAIL LINDSEY FAMILY TR due?
The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SALLY GAIL LINDSEY FAMILY TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended October 2025.
Who are the officers and directors of SALLY GAIL LINDSEY FAMILY TR?
The 990-PF for the year ended October 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $116,371 (KEYBANK N A, TRUSTEE).
How much revenue does SALLY GAIL LINDSEY FAMILY TR have?
On its 990-PF for the year ended October 31, 2025 it reported revenue of $717,282, expenses of $379,471 and total assets of $6,922,024 at year end.

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