Nonprofit · EIN 91-6369099
ERNA JORGENSEN CHARITABLE TRUST 40-10-420-0862500
Tax-exempt · BROOKLYN, OH 44144
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $1,128,159 | $1,277,304 | -$149,145 | $8,795,982 | $0 | $8,795,982 |
| December 31, 2024 | 990 | $931,596 | $1,269,713 | -$338,117 | $8,947,517 | $0 | $8,947,517 |
| December 31, 2023 | 990 | $1,008,890 | $1,267,586 | -$258,696 | $9,289,147 | $0 | $9,289,147 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $947,083
- Net rental income
- $181,076
- Net gain from sales of assets
- $679,612
- Other revenue
- $181,076
Expenses
- Grants and similar amounts paid
- $1,129,613
- Compensation of officers, directors and key employees
- $142,533
- Salaries, compensation and benefits (total)
- $142,533
- Professional fundraising fees
- $0
- Accounting fees
- $1,050
- Program services (functional)
- $1,129,613
- Management and general (functional)
- $147,691
Balance sheet and other
- Total assets, start of year
- $8,947,517
- Total assets, end of year
- $8,795,982
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,795,982
- Publicly traded securities
- $8,541,585
- Gross receipts
- $2,582,633
- Employees
- 0
- Year formed
- 1994
- State of legal domicile
- WA
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEYBANK NA | TRUSTEE Institutional trustee | 1 | $142,533 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEYBANK NA | TRUSTEE Institutional trustee | 1 | $142,489 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEYBANK NA | TRUSTEE Institutional trustee | 1 | $141,011 |
Address and contacts
- Address (IRS master file)
- 4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144-2338
- In care of
- % KEYBANK
- Principal officer (990 for 2025)
- KEYBANK NA TRUSTEE
- Signed the 990
- KEYBANK BY JOSEPH VELKOS, VICE PRESIDENT
- Phone
- (425) 709-4264
- Return prepared by
- PWC US TAX LLP
Mission
FUND CARES FOR CHILDREN OF FAMILIES WHO CANNOT AFFORD CARE AT HOSP AND IS ADDED TO GENERAL OPERATING FUND, IT FUNDS SCHOLARSHIP AND PROVIDES FELLOWSHIPS FOR MEDICAL STUDENTS.
Program accomplishments
- GRANTS MADE TO PACIFIC LUTHERAN UNIVERSITY FOR SCHOLARSHIPSExpenses $282,403 · grants $282,403
- GRANTS MADE TO FRED HUTCHINSON CANCER RESEARCH CTR FOR CANCER RESEARCHExpenses $282,403 · grants $282,403
- GRANTS MADE TO CHILDREN'S HOSITPAL FDN TO HELP FAMILIES FINANCIALYExpenses $282,403 · grants $282,403
- Expenses $282,403 · grants $282,403
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 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 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 91-6369099
- 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
- 2003
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $8,795,982
- Income (IRS master file)
- $2,582,633
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $1,128,159 | $1,277,304 | $8,795,982 | IRS |
| 990 | December 2024 | $931,596 | $1,269,713 | $8,947,517 | IRS |
| 990 | December 2023 | $1,008,890 | $1,267,586 | $9,289,147 | XML |
| 990 | December 2022 | $1,097,659 | $1,296,557 | $9,552,992 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | 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 91-6369099).
Questions about ERNA JORGENSEN CHARITABLE TRUST 40-10-420-0862500
- What is the EIN of ERNA JORGENSEN CHARITABLE TRUST 40-10-420-0862500?
- The employer identification number (EIN) of ERNA JORGENSEN CHARITABLE TRUST 40-10-420-0862500 is 91-6369099.
- Is ERNA JORGENSEN CHARITABLE TRUST 40-10-420-0862500 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to ERNA JORGENSEN CHARITABLE TRUST 40-10-420-0862500 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does ERNA JORGENSEN CHARITABLE TRUST 40-10-420-0862500 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 ERNA JORGENSEN CHARITABLE TRUST 40-10-420-0862500 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 ERNA JORGENSEN CHARITABLE TRUST 40-10-420-0862500 last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of ERNA JORGENSEN CHARITABLE TRUST 40-10-420-0862500?
- The 990 for the year ended December 31, 2025 names KEYBANK NA TRUSTEE.
- Who are the officers and directors of ERNA JORGENSEN CHARITABLE TRUST 40-10-420-0862500?
- The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $142,533 (KEYBANK NA, TRUSTEE).
- How much revenue does ERNA JORGENSEN CHARITABLE TRUST 40-10-420-0862500 have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $1,128,159, expenses of $1,277,304 and total assets of $8,795,982 at year end.
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