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Nonprofit · EIN 01-6072024

HELEN F STEVENS TRUST 10-10-120-0376380

Tax-exempt · BROOKLYN, OH 44144

Financials

$12K$40K2025
Revenue Expenses · by fiscal year end
Financials of HELEN F STEVENS TRUST 10-10-120-0376380 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$12,411$40,329-$27,918$380,865$0$380,865
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$7,545
Net gain from sales of assets
$4,866

Expenses

Grants and similar amounts paid
$33,459
Compensation of officers, directors and key employees
$4,940
Disbursements for charitable purposes
$35,744
Excise tax on investment income
$121

Balance sheet and other

Total assets, start of year
$408,788
Total assets, end of year
$380,865
Total liabilities, end of year
$0
Net assets, end of year
$380,865
Fair market value of assets
$420,811
Qualifying distributions
$35,744
Net investment income
$12,411

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
KEYBANK N A
127 PUBLIC SQUARE, CLEVELAND, OH 44114
TRUSTEE1$4,940

Address and contacts

Address (IRS master file)
4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144-2338
In care of
% KEY TRUST
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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025Check at the IRS
2023December 31, 2023May 15, 2024Check at the IRS

IRS record

EIN
01-6072024
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$380,865
Income (IRS master file)
$61,300

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$12,411$40,329$380,865XML

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 01-6072024).

Questions about HELEN F STEVENS TRUST 10-10-120-0376380

What is the EIN of HELEN F STEVENS TRUST 10-10-120-0376380?
The employer identification number (EIN) of HELEN F STEVENS TRUST 10-10-120-0376380 is 01-6072024.
Is HELEN F STEVENS TRUST 10-10-120-0376380 tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does HELEN F STEVENS TRUST 10-10-120-0376380 file?
Form 990-PF. Private foundations file every year.
When is the next return of HELEN F STEVENS TRUST 10-10-120-0376380 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 HELEN F STEVENS TRUST 10-10-120-0376380 last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of HELEN F STEVENS TRUST 10-10-120-0376380?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $4,940 (KEYBANK N A, TRUSTEE).
How much revenue does HELEN F STEVENS TRUST 10-10-120-0376380 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $12,411, expenses of $40,329 and total assets of $380,865 at year end.

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