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Nonprofit · EIN 01-6007099

JOSEPH L BARNUM TRUST NECT C/O DEPOSITORS TRUST CO TTEE

Tax-exempt · BROOKLYN, OH 44144

Financials

−$4K$46K2022$16K$7K2023$7K$8K2024
Revenue Expenses · by fiscal year end
Financials of JOSEPH L BARNUM TRUST NECT C/O DEPOSITORS TRUST CO TTEE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990-PF$6,523$7,590-$1,067$249,807$0$249,807
August 31, 2024990-PF$16,184$6,888$9,296$250,878$0$250,878
August 31, 2023990-PF-$4,321$45,644-$49,965$241,581$0$241,581
Financial details: 990-PF for the year ended August 31, 2025

Revenue

Dividends
$4,748
Net gain from sales of assets
$411
Other income
$1,364

Expenses

Grants and similar amounts paid
$2,248
Compensation of officers, directors and key employees
$4,000
Disbursements for charitable purposes
$4,248
Excise tax on investment income
$30

Balance sheet and other

Total assets, start of year
$250,878
Total assets, end of year
$249,807
Total liabilities, end of year
$0
Net assets, end of year
$249,807
Fair market value of assets
$268,017
Qualifying distributions
$4,248
Net investment income
$5,159

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 August 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
KEYBANK N A
127 PUBLIC SQUARE, CLEVELAND, OH 44114
TRUSTEE1$4,000
990-PF for the year ended August 31, 2024: 1 people
NameTitleHours / weekCompensation
KEYBANK N A
127 PUBLIC SQUARE, CLEVELAND, OH 44144
TRUSTEE1$4,000
990-PF for the year ended August 31, 2023: 1 people
NameTitleHours / weekCompensation
KEYBANK NA
66 SOUTH PEARL STREET NY-31-66-0442, ALBANY, NY 12207
TRUSTEE1$4,000

Address and contacts

Address (IRS master file)
4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144-2338
In care of
% KEY TRUST CO
Signed the 990-PF
KEYBANK BY JOSEPH VELKOS, VICE PRESIDENT
Phone
(866) 238-8650
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 August, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026990-PF on file
2023August 31, 2024January 15, 2025990-PF on file

IRS record

EIN
01-6007099
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
1991
Accounting year ends
August
Files
Form 990-PF
Assets (IRS master file)
$249,807
Income (IRS master file)
$16,657

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFAugust 2025$6,523$7,590$249,807XML
990-PFAugust 2024$16,184$6,888$250,878XML
990-PFAugust 2023-$4,321$45,644$241,581XML
990-PFAugust 2022–––IRS
990-PFAugust 2021–––IRS
990-PFAugust 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 01-6007099).

Questions about JOSEPH L BARNUM TRUST NECT C/O DEPOSITORS TRUST CO TTEE

What is the EIN of JOSEPH L BARNUM TRUST NECT C/O DEPOSITORS TRUST CO TTEE?
The employer identification number (EIN) of JOSEPH L BARNUM TRUST NECT C/O DEPOSITORS TRUST CO TTEE is 01-6007099.
Is JOSEPH L BARNUM TRUST NECT C/O DEPOSITORS TRUST CO TTEE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
Are donations to JOSEPH L BARNUM TRUST NECT C/O DEPOSITORS TRUST CO TTEE tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOSEPH L BARNUM TRUST NECT C/O DEPOSITORS TRUST CO TTEE file?
Form 990-PF. Private foundations file every year.
When is the next return of JOSEPH L BARNUM TRUST NECT C/O DEPOSITORS TRUST CO TTEE due?
The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JOSEPH L BARNUM TRUST NECT C/O DEPOSITORS TRUST CO TTEE last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended August 2025.
Who are the officers and directors of JOSEPH L BARNUM TRUST NECT C/O DEPOSITORS TRUST CO TTEE?
The 990-PF for the year ended August 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $4,000 (KEYBANK N A, TRUSTEE).
How much revenue does JOSEPH L BARNUM TRUST NECT C/O DEPOSITORS TRUST CO TTEE have?
On its 990-PF for the year ended August 31, 2025 it reported revenue of $6,523, expenses of $7,590 and total assets of $249,807 at year end.

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