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Nonprofit · EIN 82-6057916

CAROLYN OVERSTREET TRUST

Tax-exempt · BROOKLYN, OH 44144

Financials

$37K$178K2023$42K$26K2024$40K$30K2025
Revenue Expenses · by fiscal year end
Financials of CAROLYN OVERSTREET TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$40,319$29,606$10,713$559,977$0$559,977
December 31, 2024990-PF$41,598$25,798$15,800$549,324$0$549,324
December 31, 2023990-PF$36,766$178,118-$141,352$533,498$0$533,498
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$21,130
Net gain from sales of assets
$19,189

Expenses

Grants and similar amounts paid
$12,781
Compensation of officers, directors and key employees
$9,625
Disbursements for charitable purposes
$16,887

Balance sheet and other

Total assets, start of year
$549,324
Total assets, end of year
$559,977
Total liabilities, end of year
$0
Net assets, end of year
$559,977
Fair market value of assets
$771,598
Qualifying distributions
$16,887
Net investment income
$40,319

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$9,625
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
KEYBANK NA
100 PUBLIC SQUARE STE 600, CLEVELAND, OH 44113
TRUSTEE1$9,147
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
KEYBANK NA
100 PUBLIC SQUARE STE 600, CLEVELAND, OH 44113
TRUSTEE1$9,043

Address and contacts

Address (IRS master file)
4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144-2338
In care of
% KEYBANK NATIONAL ASSOCIATION
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
82-6057916
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$559,977
Income (IRS master file)
$56,620

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$40,319$29,606$559,977IRS
990-PFDecember 2024$41,598$25,798$549,324IRS
990-PFDecember 2023$36,766$178,118$533,498XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020$33,759$22,640$714,950IRS

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 82-6057916).

Questions about CAROLYN OVERSTREET TRUST

What is the EIN of CAROLYN OVERSTREET TRUST?
The employer identification number (EIN) of CAROLYN OVERSTREET TRUST is 82-6057916.
Is CAROLYN OVERSTREET TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does CAROLYN OVERSTREET TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of CAROLYN OVERSTREET TRUST 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 CAROLYN OVERSTREET TRUST 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 CAROLYN OVERSTREET TRUST?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $9,625 (KEYBANK N A, TRUSTEE).
How much revenue does CAROLYN OVERSTREET TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $40,319, expenses of $29,606 and total assets of $559,977 at year end.

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