Harriet E MC Bride Tr No 4 FBO R S Kessler Lee Mcbride Fellowship Of

990PF • Fiscal year 2021 • EIN 23-7258636

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 06, 2022

Organization Profile

Keybank 4900 Tiedeman Oh-01-49-01Brooklyn, OH 44144

(888) 999-9658

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • <$500k nonprofits • Source year 2021

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • <$500k nonprofits • Source year 2021

-25%

Higher net margin than 18% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

$886

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 10.7% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

-1.3%

Faster asset growth than 38% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

-7.9%

Faster revenue growth than 38% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet

Liabilities / Assets57th percentile

Assets

Down

$160,421

Down $2,033 (-1.3%) from 2020

Net Assets

Down

$160,421

Down $2,033 (-1.3%) from 2020

Liabilities

Flat

Flat from 2020

Revenue And Expenses

Liabilities / Revenue57th percentile Net Margin18th percentile

Revenue

Down

$8,270

Down $707 (-7.9%) from 2020

Expenses

$10,305

Up $670 (+7.0%) from 2020

Net Income

Down

-$2,035

Down $1,377 (-209%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2021

Assets$160,421

Liabilities$0

Net Assets$160,421

Open 2021 Filing

Operations Trend

Revenue Growth38th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2021

Revenue$8,270

Expenses$10,305

Net Income-$2,035

Open 2021 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2021 to Dec 31, 2021
Signed: Apr 6, 2022
Return Version: 2021v4.1

Compensation and Service Providers

Top Officer Pay79th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
KEYBANK N A	Trustee	-	$886	-	$886

Filing and Contact Details

Filer

Filer Name: Mc Bride Harriet E No 4 Ochr
EIN: 23-7258636
Phone: 8889999658
Address: KEYBANK 4900 TIEDEMAN OH-01-49-01, BROOKLYN, OH 44144

Signing Officer

Name: Keybank Byp S Chmura
Title: Vice President
Phone: 8889999658
Signed: 2022-04-06
Discuss with paid preparer: Yes

Preparer

Firm: Pricewaterhousecoopers Llp
Address: 1850 N CENTRAL AVE STE 700, PHOENIX, AZ 85004
Preparer: Jeffrey E Kuhlin
Phone: 4123556000

Raw XML Appendix374 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	TAX PREPARATION FEE (NON-ALLOC
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt	0	300
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	0	40168W525 GUGGENHEIM TOTAL RET
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	1	592905509 METROPOLITAN WEST T/
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	2	72201U638 PIMCO MORTAGE OPPORT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	3	74256W584 PRINCIPAL MIDCAP FUN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	4	957663503 WESTERN ASSET CORE P
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	38142V845 GOLDMAN SACHS INTL E
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	1	46137V357 INVESCO S&P 500 EQUA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	2	464287200 ISHARES CORE S&P 500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	3	641224415 NEUBERGER BERMAN EME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	4055
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	1	17186
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	2	9253
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	3	13591
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	4	4382
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	5	4683
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	6	16397
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	7	12500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	8	9000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	9	17203
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	10	7301
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	11	16156
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	12	23290
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	464287804 ISHARES CORE S&P SMA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	1	46432F339 ISHARES EDGE MSCI US
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	2	921943858 VANGUARD FTSE DEV MK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	3	40168W525 GUGGENHEIM TOTAL RET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	4	922031786 VANGUARD LONG-TERM T
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	5	74256W584 PRINCIPAL MIDCAP FUN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	6	72201U638 PIMCO MORTAGE OPP &
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	7	957663503 WESTERN ASSET CORE P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	8	38142V845 GOLDMAN SACHS INTL E
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	9	592905509 METROPOLITAN WEST T/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	10	641224415 NEUBERGER BERMAN EME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	11	46137V357 INVESCO S&P 500 EQUA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	12	464287200 ISHARES CORE S&P 500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	0	8016
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	1	29112
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	2	13531
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	3	14133
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	4	4779
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	5	7291
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	6	15882
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	7	12294
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	8	10416
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	9	17286
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	10	10020
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	11	21971
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	12	37205
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	0	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	1	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	2	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	3	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	4	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	5	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	6	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	7	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	8	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	9	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	10	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	11	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	12	AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt	0	3864
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	4406
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	8270
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	8270
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt	0	300
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	300
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	4406
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt	0	222
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt	0	665
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt	0	886
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	8826
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	8826
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	3864
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	3864
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-2035
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	11136
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	4406
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	7556
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt	0	100
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	100
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	49
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	193
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	9448
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	714
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	10305
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	8270
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	8270
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	622
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	714
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	1479
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt	0	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	0	2020-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	1	2020-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	1969
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	1	3438
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	2	1323
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	982
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	1	1572
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	2	726
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	3	1126
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	4	1126
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	5	1126
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	982
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	1	1572
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	2	726
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	2951
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	1	5010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	2	2049
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	1	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	2	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	7. ISHARES CORE S&P 500 ETF $5.06600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	40. ISHARES EDGE MSCI USA QUALITY FACTOR ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	15. ISHARES EDGE MSCI USA QUALITY FACTOR ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	3	CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	4	CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	5	CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	0	2021-06-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	1	2021-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	2	2021-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	4406
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	-2035
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt	0	0
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	2
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	160421
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	162454
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	160421
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt	0	0
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	9826
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	9826
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	9826
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	9931
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt	0	0
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	105
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	105
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt	0	13
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	118
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	105
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt	0	13
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	105
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	105
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	118
IRS990PF/FMVAssetsEOYAmt	0	207360
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	162454
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	160421
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt	0	59374
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	52658
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt	0	35255
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt	0	154997
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt	0	201936
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	10785
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	5424
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt	0	5424
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	162454
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	160421
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	207360
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	162454
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	160421
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	162454
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	160421
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt	0	4382
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	201642
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	201642
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	3025
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	9931
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	198617
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	201642
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	1
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	886
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	KEYBANK N A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	127 PUBLIC SQUARE OH-01-27-1600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	CLEVELAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	44114
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt	0	0
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt	0	0
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt	0	9448
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt	0	0
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt	0	9448
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt	0	0
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt	0	0
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	4900 TIEDEMAN RD OH-01-49-0150
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	BROOKLYN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	44144
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	KEY BANK N A
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	2168134560
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	8826
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	UNIVERSITY HOSPITALS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	C/O PLANNED GIVING MANAGER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	CLEVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	441065000
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	8826
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	9448
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	9826
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	378
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	676
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	1218
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	511
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	447
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	1195
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	378
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	817
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	2852
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	676
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	1218
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	511
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	447
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	9448
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	3669
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	4047
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	STATE FILING/TAXES PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	100
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	2
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	ROUNDING
TaxesSchedule/TaxesDetail/Amt	0	35
TaxesSchedule/TaxesDetail/Amt	1	26
TaxesSchedule/TaxesDetail/Amt	2	118
TaxesSchedule/TaxesDetail/Amt	3	14
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	1	FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt	2	FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt	3	FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	2	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	3	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	35
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	2	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	3	14
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	KEYBANK BYP S CHMURA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8889999658
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2022-04-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	MC BRIDE HARRIET E NO 4 OCHR
ReturnHeader/Filer/BusinessNameControlTxt	0	MCBR
ReturnHeader/Filer/EIN	0	237258636
ReturnHeader/Filer/PhoneNum	0	8889999658
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	KEYBANK 4900 TIEDEMAN OH-01-49-01
ReturnHeader/Filer/USAddress/CityNm	0	BROOKLYN
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	OH
ReturnHeader/Filer/USAddress/ZIPCd	0	44144
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1850 N CENTRAL AVE STE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	85004
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4123556000
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2022-04-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JEFFREY E KUHLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2022-04-26T10:00:25-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2021-01-01
ReturnHeader/TaxPeriodEndDt	0	2021-12-31
ReturnHeader/TaxYr	0	2021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $160,421
Liabilities: $0
Net assets: $160,421
Revenue: $8,270
Expenses: $10,305
Net income: -$2,035

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.59	$0.00	$1.59	$0.05	$0.10	$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.64	$0.00	$1.64	$0.09	$0.10	$0.01
2022Detailed filing. Detailed filing data is available for this year.	$1.64	$0.00	$1.64	$0.15	$0.11	$0.04
2021Detailed filing. Detailed filing data is available for this year.	$1.60	$0.00	$1.60	$0.08	$0.10	$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.62	$0.00	$1.62	$0.09	$0.10	$0.01