Nonprofit · EIN 34-6506870
ROBERT R RHODES TR
Tax-exempt · BROOKLYN, OH 44144
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $4,271,126 | $1,986,416 | $2,284,710 | $37,205,720 | $0 | $37,205,720 |
| December 31, 2023 | 990 | $415,724 | $2,028,312 | -$1,612,588 | $34,739,463 | $0 | $34,739,463 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $4,295,033
- Net gain from sales of assets
- $3,902,851
- Other revenue
- -$23,907
Expenses
- Grants and similar amounts paid
- $1,785,231
- Compensation of officers, directors and key employees
- $200,135
- Salaries, compensation and benefits (total)
- $200,135
- Professional fundraising fees
- $0
- Accounting fees
- $1,050
- Program services (functional)
- $1,785,231
- Management and general (functional)
- $201,185
Balance sheet and other
- Total assets, start of year
- $34,739,463
- Total assets, end of year
- $37,205,720
- Total liabilities, end of year
- $0
- Net assets, end of year
- $37,205,720
- Gross unrelated business income
- -$19,135
- Gross receipts
- $6,559,606
- Employees
- 0
- Year formed
- 1933
- State of legal domicile
- OH
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 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEYBANK NATIONAL ASSOCIATION | TRUSTEE Institutional trustee | 5 | $200,135 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEYBANK NATIONAL ASSOCIATION | TRUSTEE Institutional trustee | 5 | $182,233 |
Address and contacts
- Address (IRS master file)
- 4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144-2338
- In care of
- % SOCIETY NATIONAL BANK SUCC TTEE
- Principal officer (990 for 2024)
- KEYBANK N A TRUSTEE
- Signed the 990
- KEYBANK BY JOSEPH VELKOS, VICE PRESIDENT
- Phone
- (216) 471-2012
- Return prepared by
- PWC US TAX LLP
Mission
Grant payments are made in compliance with the Last Will and Testamentof Robert R Rhodes dated November 4, 1913 and aligned with updated Exhibit A Named Beneficiaries dated April 19, 1940.Keybank, as Trustee, makes distributions to pre selected exempt organizations to be used for their exempt purpose. Keybank maintains a responsiveness to the needs and activities of each beneficiary organization in the attainment of its mission. Under the Ohio Institutional Trust Funds Act of 1999, all beneficiaries except HiramHouse have chosen to receive the maximum of income based on thegreater of 5% of AFV or traditional income.Hiram House has chosen traditional income. The trust can be terminated by any 25% combination of beneficiary income interests.
Program accomplishments
- Grants made to University Hospitals are used for support and attainment of their exempt purpose.Expenses $305,436 · grants $305,436
- Grants made to Cleveland Clinic Foundation are made for the support and attainment of the Hospital's mission.Expenses $277,113 · grants $277,113
- Expenses $1,202,682 · grants $1,202,682
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 34-6506870
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1982
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T900)
- Assets (IRS master file)
- $37,205,720
- Income (IRS master file)
- $6,559,606
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $4,271,126 | $1,986,416 | $37,205,720 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $415,724 | $2,028,312 | $34,739,463 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | -$75,551 | $2,292,460 | $36,345,224 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | 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 34-6506870).
Questions about ROBERT R RHODES TR
- What is the EIN of ROBERT R RHODES TR?
- The employer identification number (EIN) of ROBERT R RHODES TR is 34-6506870.
- Is ROBERT R RHODES TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
- Are donations to ROBERT R RHODES TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does ROBERT R RHODES TR file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ROBERT R RHODES TR due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROBERT R RHODES TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of ROBERT R RHODES TR?
- The 990 for the year ended December 31, 2024 names KEYBANK N A TRUSTEE.
- Who are the officers and directors of ROBERT R RHODES TR?
- The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $200,135 (KEYBANK NATIONAL ASSOCIATION, TRUSTEE).
- How much revenue does ROBERT R RHODES TR have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $4,271,126, expenses of $1,986,416 and total assets of $37,205,720 at year end.
Other nonprofits in BROOKLYN
- THE TROMPETER FAMILY FOUNDATION EIN 87-6831610 · last filed 990-PF for 2025
- EATON CHARITABLE FUND EIN 34-6501856 · last filed 990-PF for 2024
- EVA L AND JOSEPH M BRUENING FOUNDATION EIN 34-1584378 · last filed 990-PF for 2024
- ANDREW SQUIRE TESTAMENTARY TR EIN 34-6506892 · last filed 990 for 2025
- ELLEN GARRETSON WADE MEMORIAL FUND EIN 34-6505729 · last filed 990-PF for 2025
- GEORGE H DEUBLE FOUNDATION EIN 34-1806245 · last filed 990-PF for 2024
- J W ELLSWORTH ENDOWMENT TRUST 20-32389000 EIN 34-6501094 · last filed 990 for 2024
- M R LILLY P AND MARY DICKEY MEMORIAL FUND EIN 34-6998724 · last filed 990 for 2025
All nonprofits in BROOKLYN · Ohio · Philanthropy, voluntarism and grantmaking foundations