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Nonprofit · EIN 01-6008606

ALFRED & KATE J ANTHONY TR 256

Tax-exempt · BROOKLYN, OH 44144

Financials

$481$13K2022$19K$13K2023$8K$31K2024
Revenue Expenses · by fiscal year end
Financials of ALFRED & KATE J ANTHONY TR 256 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990-PF$7,765$30,539-$22,774$277,526$0$277,526
August 31, 2024990-PF$19,222$12,805$6,417$300,304$0$300,304
August 31, 2023990-PF$481$13,090-$12,609$293,885$0$293,885
Financial details: 990-PF for the year ended August 31, 2025

Revenue

Dividends
$5,759
Net gain from sales of assets
$2,006

Expenses

Grants and similar amounts paid
$26,553
Compensation of officers, directors and key employees
$2,448
Disbursements for charitable purposes
$28,215
Excise tax on investment income
$82

Balance sheet and other

Total assets, start of year
$300,304
Total assets, end of year
$277,526
Total liabilities, end of year
$0
Net assets, end of year
$277,526
Fair market value of assets
$298,406
Qualifying distributions
$28,215
Net investment income
$7,765

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$2,448
990-PF for the year ended August 31, 2024: 1 people
NameTitleHours / weekCompensation
KEYBANK N A
127 PUBLIC SQUARE, CLEVELAND, OH 44144
TRUSTEE1$2,261
990-PF for the year ended August 31, 2023: 1 people
NameTitleHours / weekCompensation
KEYBANK NATIONAL ASSOCIATION
4900 TIEDEMAN OH-01-49-0150, BROOKLYN, OH 441442302
TRUSTEE1$2,120

Address and contacts

Address (IRS master file)
4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144-2338
In care of
% KEYBANK N A
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
01-6008606
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)
$277,526
Income (IRS master file)
$40,220

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFAugust 2025$7,765$30,539$277,526XML
990-PFAugust 2024$19,222$12,805$300,304XML
990-PFAugust 2023$481$13,090$293,885XML
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 01-6008606).

Questions about ALFRED & KATE J ANTHONY TR 256

What is the EIN of ALFRED & KATE J ANTHONY TR 256?
The employer identification number (EIN) of ALFRED & KATE J ANTHONY TR 256 is 01-6008606.
Is ALFRED & KATE J ANTHONY TR 256 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1959.
Are donations to ALFRED & KATE J ANTHONY TR 256 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ALFRED & KATE J ANTHONY TR 256 file?
Form 990-PF. Private foundations file every year.
When is the next return of ALFRED & KATE J ANTHONY TR 256 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 & KATE J ANTHONY TR 256 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 & KATE J ANTHONY TR 256?
The 990-PF for the year ended August 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $2,448 (KEYBANK N A, TRUSTEE).
How much revenue does ALFRED & KATE J ANTHONY TR 256 have?
On its 990-PF for the year ended August 31, 2025 it reported revenue of $7,765, expenses of $30,539 and total assets of $277,526 at year end.

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