Civic Intelligence

Upson Dennis a Tw

EIN 34-6500850 • 4947(a)1 • Brooklyn, OH

Profile

Grants are made according to the trust agreement dated october 14 ,1949. Keybank, as trustee makes distributions as follows: 90% of netincome shall be paid in quarterly installments in equal amounts to the associated charities, university hospitals, st. Vincent charity hospital, cleveland clinic - s t jones health center, center for families and children, cleveland foundation and st. Alexis' hospital, all of cleveland, ohio to be devoted to such uses and purposes as their respective boards of trustees or other officers having charge of their financial affairs may deem wise. If any of said six last named beneficiaries shall at any time be succeeded by or merged with another organization situated in cleveland, ohio. Or vincinity, such successor organization or other organization created by merger shallstand in place of and take the share of the income of the trust estate herein provided for such succeeded or merged beneficiary; but if anyof said six beneficiaries shall cease to function

4900 Tiedeman Road Oh-01-49-0381Brooklyn, OH 44144

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2025

Net Margin

79th percentile

35%

Higher net margin than 79% of similar nonprofits.

$10M-$25M nonprofits • Source year 2025

Top Officer Pay

35th percentile

$93,636

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 8.1% of source-year revenue.

$10M-$25M nonprofits • Source year 2025

Asset Growth

47th percentile

3.1%

Faster asset growth than 47% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

77th percentile

40%

Faster revenue growth than 77% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$13,964,916

Up $424,531 (+3.1%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$13,964,916

Up $424,531 (+3.1%) from 2024

Operations
Liabilities / Revenue20th percentileNet Margin79th percentile

Revenue

Up

$1,158,495

Up $329,027 (+40%) from 2024

Expenses

Up

$751,516

Up $37,686 (+5.3%) from 2024

Net Income

Up

$406,979

Up $291,341 (+252%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2020: $13,458,177Liabilities 2020: $0Net Assets 2020: $13,458,1772020Assets 2021: $13,844,396Liabilities 2021: $0Net Assets 2021: $13,844,3962021Assets 2022: $14,518,057Liabilities 2022: $0Net Assets 2022: $14,518,0572022Assets 2023: $13,463,932Liabilities 2023: $0Net Assets 2023: $13,463,9322023Assets 2024: $13,540,385Liabilities 2024: $0Net Assets 2024: $13,540,3852024Assets 2025: $13,964,916Liabilities 2025: $0Net Assets 2025: $13,964,9162025

Highlighted filing

2025

Assets$13,964,916
Liabilities$0
Net Assets$13,964,916
Open 2025 Filing

Operations Trend

Revenue Growth77th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2020: $797,491Expenses 2020: $716,569Net Income 2020: $80,9222020Revenue 2021: $1,100,444Expenses 2021: $717,648Net Income 2021: $382,7962021Revenue 2022: $1,456,292Expenses 2022: $798,519Net Income 2022: $657,7732022Revenue 2023: -$246,328Expenses 2023: $812,504Net Income 2023: -$1,058,8322023Revenue 2024: $829,468Expenses 2024: $713,830Net Income 2024: $115,6382024Revenue 2025: $1,158,495Expenses 2025: $751,516Net Income 2025: $406,9792025

Highlighted filing

2025

Revenue$1,158,495
Expenses$751,516
Net Income$406,979
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$13,964,916
Liabilities
$0
Net assets
$13,964,916
Revenue
$1,158,495
Expenses
$751,516
Net income
$406,979
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.0$0.00$14.0$1.16$0.75$0.41
2024Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$0.83$0.71$0.12
2023Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$0.25$0.81$1.06
2022Detailed filing. Detailed filing data is available for this year.$14.5$0.00$14.5$1.46$0.80$0.66
2021Detailed filing. Detailed filing data is available for this year.$13.8$0.00$13.8$1.10$0.72$0.38
2020Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$0.80$0.72$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 7, 2025
Return Version
2024v5.2
Gross Receipts
$1,900,775
Mission and Program Overview

Mission

Grants are made according to the trust agreement dated october 14 ,1949. Keybank, as trustee makes distributions as follows: 90% of netincome shall be paid in quarterly installments in equal amounts to the associated charities, university hospitals, st. Vincent charity hospital, cleveland clinic - s t jones health center, center for families and children, cleveland foundation and st. Alexis' hospital, all of cleveland, ohio to be devoted to such uses and purposes as their respective boards of trustees or other officers having charge of their financial affairs may deem wise. If any of said six last named beneficiaries shall at any time be succeeded by or merged with another organization situated in cleveland, ohio. Or vincinity, such successor organization or other organization created by merger shallstand in place of and take the share of the income of the trust estate herein provided for such succeeded or merged beneficiary; but if anyof said six beneficiaries shall cease to function

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$13,540,385$13,964,916▲ $424,531
Investments Other Securities$13,349,598$13,373,122▲ $23,524
Savings and Temporary Cash Investments$190,787$591,794▲ $401,007
Total Assets$13,540,385$13,964,916▲ $424,531
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$13,540,385$13,964,916▲ $424,531
Total Liabilities and Net Assets / Fund Balance$13,540,385$13,964,916▲ $424,531

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,401,172--
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleBaseTotal
-Trustee$93,636$93,636
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$962,595
Other Revenue
$195,900
Change in Net Assets
$406,979
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$655,980
Salaries, Compensation, and Employee Benefits$93,636
Other Expenses$1,900
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$655,980--$655,980
Current Officers, Directors, Trustees, and Key Employees-$93,636-$93,636
Fees for Services Accounting-$1,700-$1,700
All Other Expenses-$200-$200
Total Functional Expenses$655,980$95,536$0$751,516
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Center for Families and ChildrenCleveland, OH170(b)(1)(a)Income Paid to Center for Families and Children for General Purposes as Deemed Appropriate by the Board of Trusteees$109,330
Clev Clinic - S T Jones Health CenterCleveland, OH170(b)(1)(a)Income Paid to Clev Clinic - S T Jones Health Center for General Purposes as Deemed Appropriate by the Board of Trustees.$109,330
Cleveland Clinic FoundationCleveland, OH170(b)(1)(a)Income Paid to the Cleveland Foundation for General Purposes as Deemed Appropriate by the Board of Directors$109,330
St Alexis Hospital AssociationCleveland, OH170(b)(1)(a)Income Paid to St. Alexis Hospital Association for General Purposes as Deemed Appropriate by the Board of Trustees.$109,330
St Vincent CharityBrecksville, OH170(b)(1)(a)Income Paid to St. Vincent Charity Hospital for General Purposes as Deemed Appropriate by the Board of Trustees.$109,330
University Hospital of ClevelandCleveland, OH170(b)(1)(a)Income Paid to University Hospital of Cleveland for General Purposes as Deemed Appropriate by the Board of Trustees$109,330
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1A

“KEYBANK IS SOLE TRUSTEE”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“All returns are prepared and thoroughly reviewed by our tax vendor and/or internalprofessional tax department.”

Form 990, Page 6, Part VI, Line 19

“Documents are available upon request by mail or by phone and delivered wthin 2 weeks of the request.”

Filing and Contact Details

Filer

Filer Name
Upson Dennis a Tw
EIN
34-6500850
Phone
2166897663
Address
4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144

Signing Officer

Name
Keybank by Joseph Velkos
Title
Vice President
Phone
2166897663
Signed
2025-11-07
Discuss with paid preparer
Yes

Organization Details

Formed
1949
Legal Domicile
Oh
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Pwc US Tax Llp
Address
4300 E CAMELBACK ROAD STE 475, PHOENIX, AZ 85018
Preparer
Jeffrey E Kuhlin
Phone
4123556000
Supplemental Narrative

Additional Explanations

EXPLANATION FOR FORM 990, PAGE 2, PART III, LINE 4D

“Grants paid to st alexis hospital assoc, csahs, and cleveland foundation for support of exempt purpose”

Explanation for Form 990, Part XI, Line 9

“Cost basis adjustment due to private advisors coinvestment fund iii lp reporting on calendar year end while this trust reports on fye 6”

Raw XML AppendixShowing 400 of 465 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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IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0655980
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0502503
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt01.0
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0655980
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0655980
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Keybank representatives have completed an extensive internal review of supporting organization accounts. This was done in concert with in house counsel and individual determinations were made with respect to the relationship. The beneficiary's Cleveland Clinic - ST Jones Health Center, University Hospitals, St. Alexis Hospital, St. Vincent Charity Hospital, Centers for Families and Children
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1and the Cleveland Foundation have the authority to remove/appoint trustee, direct or approve investments, appoint Co-Trustees or Committe Members, and withdraw principal.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2Keybank as Trustee maintains a close and continuous working relationship with Cleveland Clinic S T Jones Health Center, University Hospitals, St. Alexis Hospital, St. Vincent Charity Hospital, Centers for Families and Children and the Cleveland Foundation. All six supported organizations maintain a significant voice as they have the right to remove the Trustee and replace with
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3another corporate Trustee. The supported organizations receive periodic statements reflecting all activity in the trust regarding income, expenses and investments.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4Keybank, as Trustee, welcomes the input of the charitable beneficiaries as to the investments.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A PART IV, SECTION D LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCHEDULE A PART IV, SECTION D LINE 2 CONTINUED
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2SCHEDULE A PART V, SECTION D LINE 8
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3SCHEDULE A PART V, SECTION D LINE 8 CONTINUED
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc4SCHEDULE A PART IV SECTION D LINE 3
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt016007238
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt014575864
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt016007238
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt014575864
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0240109
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0218638
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt015767129
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt014357226
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0551850
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0502503
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt016007238
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt014575864
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0551850
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0502503
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt06
IRS990ScheduleA/SupportedOrganizationsTotalCnt06
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0340714585
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IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd4true
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd03
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd13
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd23
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd33
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd47
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd57
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt40
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt50
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0109330
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1109330
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt2109330
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt3109330
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt4109330
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt5109330
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CLEVELAND CLINIC-ST JONES HEALTH CENTER
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1UNIVERSITY HOSPITAL OF CLEVELAND
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2ST ALEXIS HOSPITAL ASSOC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3ST VINCENT CHARITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt4CENTER FOR FAMILIES &
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt5CLEVELAND CLINIC FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0655980
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt010962157
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1826260
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt234599
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3148934
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt41401172
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Charitable Multi Asset Fund
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Glasfunds LTD CL A SER E Hedge Fund
IRS990ScheduleD/OtherSecuritiesGrp/Desc2Private Advisors Coinvestment Fund
IRS990ScheduleD/OtherSecuritiesGrp/Desc3Carlyle Priv Eqty Access Blocker FD
IRS990ScheduleD/OtherSecuritiesGrp/Desc4Proteus SPC-1825 CAP Enhanced INC S
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4C
IRS990ScheduleD/TotalBookValueSecuritiesAmt013373122
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0109330
IRS990ScheduleI/RecipientTable/CashGrantAmt1109330
IRS990ScheduleI/RecipientTable/CashGrantAmt2109330
IRS990ScheduleI/RecipientTable/CashGrantAmt3109330
IRS990ScheduleI/RecipientTable/CashGrantAmt4109330
IRS990ScheduleI/RecipientTable/CashGrantAmt5109330
IRS990ScheduleI/RecipientTable/IRCSectionDesc0170(b)(1)(a)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1170(b)(1)(a)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2170(b)(1)(a)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3170(b)(1)(a)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4170(b)(1)(a)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5170(b)(1)(a)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0INCOME PAID TO CLEV CLINIC - S T JONES HEALTH CENTER FOR GENERAL PURPOSES AS DEEMED APPROPRIATE BY THE BOARD OF TRUSTEES.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1INCOME PAID TO UNIVERSITY HOSPITAL OF CLEVELAND FOR GENERAL PURPOSES AS DEEMED APPROPRIATE BY THE BOARD OF TRUSTEES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2INCOME PAID TO ST. ALEXIS HOSPITAL ASSOCIATION FOR GENERAL PURPOSES AS DEEMED APPROPRIATE BY THE BOARD OF TRUSTEES.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3INCOME PAID TO ST. VINCENT CHARITY HOSPITAL FOR GENERAL PURPOSES AS DEEMED APPROPRIATE BY THE BOARD OF TRUSTEES.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4INCOME PAID TO CENTER FOR FAMILIES AND CHILDREN FOR GENERAL PURPOSES AS DEEMED APPROPRIATE BY THE BOARD OF TRUSTEEES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5INCOME PAID TO THE CLEVELAND FOUNDATION FOR GENERAL PURPOSES AS DEEMED APPROPRIATE BY THE BOARD OF DIRECTORS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CLEV CLINIC - S T JONES HEALTH CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1UNIVERSITY HOSPITAL OF CLEVELAND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2ST ALEXIS HOSPITAL ASSOCIATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3ST VINCENT CHARITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4CENTER FOR FAMILIES AND CHILDREN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5CLEVELAND CLINIC FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0340714585
IRS990ScheduleI/RecipientTable/RecipientEIN1340714775
IRS990ScheduleI/RecipientTable/RecipientEIN2340714485
IRS990ScheduleI/RecipientTable/RecipientEIN3340714756
IRS990ScheduleI/RecipientTable/RecipientEIN4237084455
IRS990ScheduleI/RecipientTable/RecipientEIN5340714585
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt09500 EUCLID AVENUE H-18
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11100 EUCLID AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt25163 BROADWAY AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt36935 TREELINE DR STE J
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt44500 EUCLID AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt51422 EUCLID AVE STE 1300
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CLEVELAND
IRS990ScheduleI/RecipientTable/USAddress/CityNm1CLEVELAND
IRS990ScheduleI/RecipientTable/USAddress/CityNm2CLEVELAND
IRS990ScheduleI/RecipientTable/USAddress/CityNm3BRECKSVILLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm4CLEVELAND
IRS990ScheduleI/RecipientTable/USAddress/CityNm5CLEVELAND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd044195
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1441062602
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd2441271532
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd344141
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd444103
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd544115
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE MADE TO 501(C)3 ORGANIZATIONS THAT ARE NAMED IN THE TRUST DOCUMENT. OUR ADMINISTRATIVE REPRESENTATIVES ARE IN PERIODIC CONTACT WITH REPRESENTATIVES OF THE CHARITIES IN ORDER TO BE IN COMPLIANCEWITH THE TRUST PROVISIONS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990ScheduleI/Total501c3OrgCnt06
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GRANTS PAID TO ST ALEXIS HOSPITAL ASSOC, CSAHS, AND CLEVELAND FOUNDATION FOR SUPPORT OF EXEMPT PURPOSE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1KEYBANK IS SOLE TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL RETURNS ARE PREPARED AND THOROUGHLY REVIEWED BY OUR TAX VENDOR AND/OR INTERNALPROFESSIONAL TAX DEPARTMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE AVAILABLE UPON REQUEST BY MAIL OR BY PHONE AND DELIVERED WTHIN 2 WEEKS OF THE REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COST BASIS ADJUSTMENT DUE TO PRIVATE ADVISORS COINVESTMENT FUND III LP REPORTING ON CALENDAR YEAR END WHILE THIS TRUST REPORTS ON FYE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 2, PART III, LINE 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false

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