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Nonprofit · EIN 01-6008605

ALFRED WILLIAMS & KATE J ANTHONY TRUST 255

Also known as 255

Tax-exempt · BROOKLYN, OH 44144

Financials

−$358$15K2022$44K$29K2023$17K$62K2024
Revenue Expenses · by fiscal year end
Financials of ALFRED WILLIAMS & KATE J ANTHONY TRUST 255 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990-PF$16,688$61,961-$45,273$581,485$0$581,485
August 31, 2024990-PF$43,651$29,002$14,649$626,764$0$626,764
August 31, 2023990-PF-$358$15,140-$15,498$612,113$0$612,113
Financial details: 990-PF for the year ended August 31, 2025

Revenue

Dividends
$11,604
Net gain from sales of assets
$5,032
Other income
$52

Expenses

Grants and similar amounts paid
$55,240
Compensation of officers, directors and key employees
$4,645
Disbursements for charitable purposes
$57,401
Excise tax on investment income
$183

Balance sheet and other

Total assets, start of year
$626,764
Total assets, end of year
$581,485
Total liabilities, end of year
$0
Net assets, end of year
$581,485
Fair market value of assets
$625,997
Qualifying distributions
$57,401
Net investment income
$16,636

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
TRUSTEE2$4,645
990-PF for the year ended August 31, 2024: 1 people
NameTitleHours / weekCompensation
KEYBANK NA
4900 TIEDEMAN RDOH-01-49-0150, BROOKLYN, OH 44144
TRUSTEE2$4,341
990-PF for the year ended August 31, 2023: 1 people
NameTitleHours / weekCompensation
KEYBANK N A
4900 TIEDEMAN RDOH-01-49-0150, BROOKLYN, OH 44144
TRUSTEE2$4,074

Address and contacts

Address (IRS master file)
4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144-2338
In care of
% KEY TRUSE 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
01-6008605
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
1959
Accounting year ends
August
Files
Form 990-PF
Assets (IRS master file)
$581,485
Income (IRS master file)
$94,260

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFAugust 2025$16,688$61,961$581,485XML
990-PFAugust 2024$43,651$29,002$626,764XML
990-PFAugust 2023-$358$15,140$612,113XML
990-PFAugust 2022–––IRS
990-PFAugust 2021–––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 01-6008605).

Questions about ALFRED WILLIAMS & KATE J ANTHONY TRUST 255

What is the EIN of ALFRED WILLIAMS & KATE J ANTHONY TRUST 255?
The employer identification number (EIN) of ALFRED WILLIAMS & KATE J ANTHONY TRUST 255 is 01-6008605.
Is ALFRED WILLIAMS & KATE J ANTHONY TRUST 255 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1959.
Are donations to ALFRED WILLIAMS & KATE J ANTHONY TRUST 255 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ALFRED WILLIAMS & KATE J ANTHONY TRUST 255 file?
Form 990-PF. Private foundations file every year.
When is the next return of ALFRED WILLIAMS & KATE J ANTHONY TRUST 255 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 ALFRED WILLIAMS & KATE J ANTHONY TRUST 255 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 ALFRED WILLIAMS & KATE J ANTHONY TRUST 255?
The 990-PF for the year ended August 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $4,645 (KEYBANK N A, TRUSTEE).
How much revenue does ALFRED WILLIAMS & KATE J ANTHONY TRUST 255 have?
On its 990-PF for the year ended August 31, 2025 it reported revenue of $16,688, expenses of $61,961 and total assets of $581,485 at year end.

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