Nonprofit · EIN 34-6506892
ANDREW SQUIRE TESTAMENTARY TR
Tax-exempt · BROOKLYN, OH 44144
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $4,131,278 | $4,224,515 | -$93,237 | $52,030,227 | $0 | $52,030,227 |
| December 31, 2024 | 990 | $4,991,760 | $3,891,324 | $1,100,436 | $52,123,464 | $0 | $52,123,464 |
| December 31, 2023 | 990 | $2,408,953 | $4,001,708 | -$1,592,755 | $51,023,028 | $0 | $51,023,028 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $4,131,278
- Net gain from sales of assets
- $3,396,999
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $3,823,732
- Compensation of officers, directors and key employees
- $381,095
- Salaries, compensation and benefits (total)
- $381,095
- Professional fundraising fees
- $0
- Accounting fees
- $1,050
- Program services (functional)
- $3,823,732
- Management and general (functional)
- $400,783
Balance sheet and other
- Total assets, start of year
- $52,123,464
- Total assets, end of year
- $52,030,227
- Total liabilities, end of year
- $0
- Net assets, end of year
- $52,030,227
- Gross receipts
- $6,412,267
- Employees
- 0
- Year formed
- 1934
- 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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEYBANK N A | CO-TRUSTEE Institutional trustee | 1 | $381,095 |
| ALLEN H FORD | CO-TRUSTEE Trustee or director | 1 | $0 |
| DAVID HUNT | CO-TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEYBANK N A | CO-TRUSTEE Institutional trustee | 1 | $353,399 |
| ALLEN H FORD | CO-TRUSTEE Trustee or director | 1 | $0 |
| DAVID HUNT | CO-TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEYBANK N A | CO-TRUSTEE Institutional trustee | 1 | $329,093 |
| ALLEN H FORD | CO-TRUSTEE Trustee or director | 1 | $0 |
| DAVID HUNT | CO-TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144-2338
- In care of
- % SOCIETY NATIONAL BANK TTEE
- Principal officer (990 for 2025)
- KEYBANK NA TRUSTEE
- Signed the 990
- KEYBANK BY JOSEPH VELKOS, VICE PRESIDENT
- Phone
- (216) 689-0969
- Return prepared by
- PWC US TAX LLP
Mission
UNDER THE TERMS OF THE WILL AND CODICILS OF ANDREW SQUIRE WHO DIED JANUARY 5, 1934, THE TRUSTEES ARE DIRECTED TO MAKE GRANTS TO CASE WESTERN RESERVE UNIVERSITY. GRANTS ARE TO BE USED IN PRESERVING ,MAINTAINING AND OPERATING SQUIRE FARM, ONE OF THE PROPERTIES AND EDUCATIONAL FUNCTIONS OF THE UNIVERSITY AND TO THE EXTENT GRANTS ARE NOT NEEDED FOR SUCH PURPOSE, THEN TO BE USE BY THE UNIVERSITY FOR THE BENEFIT OF FLORA STONE MATHER COLLEGE OF SAID UNIVERSITY.
Program accomplishments
- THIS TRUST DISTRIBUTES ITS INCOME TO CASE WESTERN RESERVE UNIVERSITY FOR THE BENEFIT OF SQUIRE FARM AND MATHER COLLEGE. UNDER THE OHIO INSTITUTIONAL TRUST FUNDS ACTOF 1999, THE BENEFICIARY HAS CHOSEN TO RECEIVE THE MAXIMUM OF INCOME BASED ON THE GREATER OF 5% OF AFV OR TRADITIONAL INCOME. KEYBANK MAINTAINS A RESPONSIVENESS TO THE NEEDS AND ACTIVITIES OF THE BENEFICIARY ORGANIZATION IN THE ATTAINMENT OF ITS MISSION.Expenses $3,822,732 · grants $3,822,732
- GRANT PAID TO CLEVELAND BOTANICAL GARDEN ARE FOR GENERAL SUPPORT OF THE GARDEN IN MEMORY OF ELEANOR SQUIRE'S COLLECTION OF GARDENING BOOKS WHICH INSPIRED THE FOUNDING OF THE GARDEN CENTER OF GREATER CLEVELAND, NOW KNOWN AS THE BOTANICAL GARDENS ALSO UTILIZED FOR EDUCATIONAL PURPOSES BY CASE WESTERN RESERVE UNIVERSITY.Expenses $1,000 · grants $1,000
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 | 990 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
- 34-6506892
- 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
- 1970
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T900)
- Assets (IRS master file)
- $52,030,227
- Income (IRS master file)
- $6,412,267
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $4,131,278 | $4,224,515 | $52,030,227 | IRS |
| 990 | December 2024 | $4,991,760 | $3,891,324 | $52,123,464 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $2,408,953 | $4,001,708 | $51,023,028 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $2,294,557 | $4,310,563 | $52,615,783 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | 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 34-6506892).
Questions about ANDREW SQUIRE TESTAMENTARY TR
- What is the EIN of ANDREW SQUIRE TESTAMENTARY TR?
- The employer identification number (EIN) of ANDREW SQUIRE TESTAMENTARY TR is 34-6506892.
- Is ANDREW SQUIRE TESTAMENTARY TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1970.
- Are donations to ANDREW SQUIRE TESTAMENTARY TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does ANDREW SQUIRE TESTAMENTARY 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 ANDREW SQUIRE TESTAMENTARY TR 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 ANDREW SQUIRE TESTAMENTARY TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of ANDREW SQUIRE TESTAMENTARY TR?
- The 990 for the year ended December 31, 2025 names KEYBANK NA TRUSTEE.
- Who are the officers and directors of ANDREW SQUIRE TESTAMENTARY TR?
- The 990 for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $381,095 (KEYBANK N A, CO-TRUSTEE).
- How much revenue does ANDREW SQUIRE TESTAMENTARY TR have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $4,131,278, expenses of $4,224,515 and total assets of $52,030,227 at year end.
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