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Nonprofit · EIN 14-6149046

CATHERINE D LLOYD TR UW 20-737642

Also known as KEY TRUST COMPANY

Tax-exempt · BROOKLYN, OH 44144

Financials

$9K$22K2023$12K$19K2024$50K$14K2025
Revenue Expenses · by fiscal year end
Financials of CATHERINE D LLOYD TR UW 20-737642 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$49,851$14,416$35,435$302,245$0$302,245
December 31, 2024990-PF$12,099$19,277-$7,178$266,811$0$266,811
December 31, 2023990-PF$9,402$21,885-$12,483$273,989$0$273,989
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$11,591
Net gain from sales of assets
$38,260

Expenses

Grants and similar amounts paid
$8,893
Compensation of officers, directors and key employees
$4,145
Disbursements for charitable purposes
$10,929
Excise tax on investment income
$646

Balance sheet and other

Total assets, start of year
$266,811
Total assets, end of year
$302,245
Total liabilities, end of year
$0
Net assets, end of year
$302,245
Fair market value of assets
$330,489
Qualifying distributions
$10,929
Net investment income
$49,851

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$4,145
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
KEYBANK N A
127 PUBLIC SQUARE, CLEVELAND, OH 44144
TRUSTEE1$4,070
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
KEYBANK
4900 TIEDEMAN ROAD, BROOKLYN, OH 44144
TRUSTEE1$4,000

Address and contacts

Address (IRS master file)
4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144-2338
In care of
% KEYBANK NATIONAL ASSOCIATION TR
Signed the 990-PF
KEYBANK BY JOSEPH VELKOS, VICE PRESIDENT
Phone
(216) 813-4618
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, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
14-6149046
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$302,245
Income (IRS master file)
$150,104

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$49,851$14,416$302,245IRS
990-PFDecember 2024$12,099$19,277$266,811IRS
990-PFDecember 2023$9,402$21,885$273,989XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020$14,038$17,399$304,129IRS

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 14-6149046).

Questions about CATHERINE D LLOYD TR UW 20-737642

What is the EIN of CATHERINE D LLOYD TR UW 20-737642?
The employer identification number (EIN) of CATHERINE D LLOYD TR UW 20-737642 is 14-6149046.
Is CATHERINE D LLOYD TR UW 20-737642 tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does CATHERINE D LLOYD TR UW 20-737642 file?
Form 990-PF. Private foundations file every year.
When is the next return of CATHERINE D LLOYD TR UW 20-737642 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 CATHERINE D LLOYD TR UW 20-737642 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 CATHERINE D LLOYD TR UW 20-737642?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $4,145 (KEYBANK N A, TRUSTEE).
How much revenue does CATHERINE D LLOYD TR UW 20-737642 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $49,851, expenses of $14,416 and total assets of $302,245 at year end.

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