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Nonprofit · EIN 01-6109107

PHYLLIS H STIEGLER TR DTD 113090 FBO WELLESLEY COLLEGE ET AL

Tax-exempt · BROOKLYN, OH 44144

Financials

$7K$33K2023$8K$48K2024
Revenue Expenses · by fiscal year end
Financials of PHYLLIS H STIEGLER TR DTD 113090 FBO WELLESLEY COLLEGE ET AL by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$7,537$47,834-$40,297$372,862$0$372,862
June 30, 2024990-PF$7,446$33,454-$26,008$413,160$0$413,160
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Dividends
$3,448
Net gain from sales of assets
$4,089

Expenses

Grants and similar amounts paid
$32,832
Compensation of officers, directors and key employees
$4,775
Disbursements for charitable purposes
$35,076

Balance sheet and other

Total assets, start of year
$413,160
Total assets, end of year
$372,862
Total liabilities, end of year
$0
Net assets, end of year
$372,862
Fair market value of assets
$377,618
Qualifying distributions
$35,076
Net investment income
$7,537

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
KEYBANK N A
127 PUBLIC SQUARE, CLEVELAND, OH 44114
TRUSTEE1$4,775
990-PF for the year ended June 30, 2024: 1 people
NameTitleHours / weekCompensation
KEYBANK N A
127 PUBLIC SQUARE, CLEVELAND, OH 44114
TRUSTEE1$4,910

Address and contacts

Address (IRS master file)
4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144-2338
In care of
% KEY TRUST CO OF MAINE TTEE
Signed the 990-PF
KEYBANK BY JOSEPH VELKOS, VICE PRESIDENT
Phone
(800) 999-9658
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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
01-6109107
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
1992
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$372,862
Income (IRS master file)
$50,829

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$7,537$47,834$372,862XML
990-PFJune 2024$7,446$33,454$413,160XML
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 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 01-6109107).

Questions about PHYLLIS H STIEGLER TR DTD 113090 FBO WELLESLEY COLLEGE ET AL

What is the EIN of PHYLLIS H STIEGLER TR DTD 113090 FBO WELLESLEY COLLEGE ET AL?
The employer identification number (EIN) of PHYLLIS H STIEGLER TR DTD 113090 FBO WELLESLEY COLLEGE ET AL is 01-6109107.
Is PHYLLIS H STIEGLER TR DTD 113090 FBO WELLESLEY COLLEGE ET AL tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
Are donations to PHYLLIS H STIEGLER TR DTD 113090 FBO WELLESLEY COLLEGE ET AL tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does PHYLLIS H STIEGLER TR DTD 113090 FBO WELLESLEY COLLEGE ET AL file?
Form 990-PF. Private foundations file every year.
When is the next return of PHYLLIS H STIEGLER TR DTD 113090 FBO WELLESLEY COLLEGE ET AL due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PHYLLIS H STIEGLER TR DTD 113090 FBO WELLESLEY COLLEGE ET AL last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of PHYLLIS H STIEGLER TR DTD 113090 FBO WELLESLEY COLLEGE ET AL?
The 990-PF for the year ended June 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $4,775 (KEYBANK N A, TRUSTEE).
How much revenue does PHYLLIS H STIEGLER TR DTD 113090 FBO WELLESLEY COLLEGE ET AL have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $7,537, expenses of $47,834 and total assets of $372,862 at year end.

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