Civic Intelligence

Upson Dennis a Tw

990 • Fiscal year 2020 • EIN 34-6500850

Jul 01, 2019 to Jun 30, 2020 • Filed on May 14, 2021

Organization ProfileN/A
4900 Tiedeman Road Oh-01-49-0150Brooklyn, OH 44144

(216) 689-7663

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

17th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

61st percentile

10%

Higher net margin than 61% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

33rd percentile

$82,473

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 10.3% of source-year revenue.

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets19th percentile

Assets

$13,458,177

No earlier filing loaded for comparison.

Net Assets

$13,458,177

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin61st percentile

Revenue

$797,491

No earlier filing loaded for comparison.

Expenses

$716,569

No earlier filing loaded for comparison.

Net Income

$80,922

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2020

Assets$13,458,177
Liabilities$0
Net Assets$13,458,177
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$797,491
Expenses$716,569
Net Income$80,922
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 14, 2021
Return Version
2019v5.0
Gross Receipts
$1,238,487
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
Investments Other Securities$13,320,525$13,458,177▲ $137,652
Cap Stk Tr Prin Current Funds$13,320,525$13,458,177▲ $137,652
Total Assets$13,320,525$13,458,177▲ $137,652
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$13,320,525$13,458,177▲ $137,652
Total Liabilities and Net Assets / Fund Balance$13,320,525$13,458,177▲ $137,652

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$154,588--
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleBaseTotal
-Trustee$82,473$82,473
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$740,176
Other Revenue
$57,315
Change in Net Assets
$80,922
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$632,174
Salaries, Compensation, and Employee Benefits$82,474
Other Expenses$1,921
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$632,174--$632,174
Current Officers, Directors, Trustees, and Key Employees-$82,474-$82,474
All Other Expenses-$1,921-$1,921
Total Functional Expenses$632,174$84,395$0$716,569
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$105,363
Cleveland FoundationCleveland, OH170(b)(1)(a)Income Paid to the Cleveland Foundation for General Purposes as Deemed Appropriate by the Board of Directors$105,363
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.$105,362
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.$105,362
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.$105,362
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$105,362
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 thoroughly prepared and reviewed by our internal professional 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-01-49-0150, BROOKLYN, OH 44144

Signing Officer

Name
Keybank Byp S Chmura
Title
Vice President
Phone
2166897663
Signed
2021-05-14
Discuss with paid preparer
Yes

Organization Details

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

Preparer

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

Additional Explanations

Line 12A

“No conflict of interest policy exists for the trust. Keybank n.a. Has a corporate conflict of interest policy.”

Line 14

“"the trust has no written document retention or destruction policy. Keybank n.a. Has a corporate document retention and destruction policy".”

Line 15A

“Keybank is sole trustee, is compensated as such, and makes all decisions with respect to the operation and administration of the trust.”

Line 15B

“Keybank is sole trustee, is compensated as such,and makes all decisions with respect to the operation and administration of the trust.”

Part III Line 4D

“$102,076.60 grants made to cleveland clinic - s t jones health center for general purposes as deemed appropriate by the board of trustees.”

Part III Line 4D

“$102,076.70 grants made to st. Alexis hospital assoc. For general purposes as deemed appropriate by the board of trustees.”

Part III Line 4D

“$102,076.60 grants made to st. Vincent charity hospital for general purposes as deemed appropriate by the board of trustees.”

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

“Grants paid to st alexis hospital assoc, csahs, and st vincent charity 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”

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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/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/CurrentYearAmt013912524
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt014048325
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt013912524
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt014048325
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0208688
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0210725
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt013703836
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt013837600
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0479634
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0484316
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt013912524
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt014048325
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0479634
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0484316
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt06
IRS990ScheduleA/SupportedOrganizationsTotalCnt06
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0340714585
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IRS990ScheduleA/SupportedOrgInformationGrp/EIN2340714485
IRS990ScheduleA/SupportedOrgInformationGrp/EIN3341893452
IRS990ScheduleA/SupportedOrgInformationGrp/EIN4526972803
IRS990ScheduleA/SupportedOrgInformationGrp/EIN5340714588
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd2true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd3true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd4true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd5true
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/SupportAmt0105362
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1105362
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt2105362
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt3105362
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt4105363
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt5105363
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CLEV CLINIC - S T JONES
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1UNIVERSITY HOSPITAL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2ST ALEXIS HOSPITAL ASSOC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3ST VINCENT CHARITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt4CENTER FOR FAMILIES &
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt5CLEVELAND FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0632174
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt012198108
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1831287
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2170239
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3103955
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4154588
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/Desc4KT Short-Term Investment Fund
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4C
IRS990ScheduleD/TotalBookValueSecuritiesAmt013458177
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0105362
IRS990ScheduleI/RecipientTable/CashGrantAmt1105362
IRS990ScheduleI/RecipientTable/CashGrantAmt2105362
IRS990ScheduleI/RecipientTable/CashGrantAmt3105362
IRS990ScheduleI/RecipientTable/CashGrantAmt4105363
IRS990ScheduleI/RecipientTable/CashGrantAmt5105363
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 FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0340714585
IRS990ScheduleI/RecipientTable/RecipientEIN1101198940
IRS990ScheduleI/RecipientTable/RecipientEIN2340714485
IRS990ScheduleI/RecipientTable/RecipientEIN3341893452
IRS990ScheduleI/RecipientTable/RecipientEIN4526972803
IRS990ScheduleI/RecipientTable/RecipientEIN5340714588
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt09500 EUCLID AVENUE H-18
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt12974 ABINGRTON ROAD
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
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO CONFLICT OF INTEREST POLICY EXISTS FOR THE TRUST. KEYBANK N.A. HAS A CORPORATE CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1"THE TRUST HAS NO WRITTEN DOCUMENT RETENTION OR DESTRUCTION POLICY. KEYBANK N.A. HAS A CORPORATE DOCUMENT RETENTION AND DESTRUCTION POLICY".
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2KEYBANK IS SOLE TRUSTEE, IS COMPENSATED AS SUCH, AND MAKES ALL DECISIONS WITH RESPECT TO THE OPERATION AND ADMINISTRATION OF THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3KEYBANK IS SOLE TRUSTEE, IS COMPENSATED AS SUCH,AND MAKES ALL DECISIONS WITH RESPECT TO THE OPERATION AND ADMINISTRATION OF THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4$102,076.60 GRANTS MADE TO CLEVELAND CLINIC - S T JONES HEALTH CENTER FOR GENERAL PURPOSES AS DEEMED APPROPRIATE BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5$102,076.70 GRANTS MADE TO ST. ALEXIS HOSPITAL ASSOC. FOR GENERAL PURPOSES AS DEEMED APPROPRIATE BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6$102,076.60 GRANTS MADE TO ST. VINCENT CHARITY HOSPITAL FOR GENERAL PURPOSES AS DEEMED APPROPRIATE BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7GRANTS PAID TO ST ALEXIS HOSPITAL ASSOC, CSAHS, AND ST VINCENT CHARITY FOR SUPPORT OF EXEMPT PURPOSE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8KEYBANK IS SOLE TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ALL RETURNS ARE THOROUGHLY PREPARED AND REVIEWED BY OUR INTERNAL PROFESSIONAL TAX DEPARTMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10DOCUMENTS ARE AVAILABLE UPON REQUEST BY MAIL OR BY PHONE AND DELIVERED WTHIN 2 WEEKS OF THE REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11COST BASIS ADJUSTMENT DUE TO PRIVATE ADVISORS COINVESTMENT FUND III LP REPORTING ON CALENDAR YEAR END WHILE THIS TRUST REPORTS ON FYE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0LINE 12A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART III LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART III LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6PART III LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7EXPLANATION FOR FORM 990, PAGE 2, PART III, LINE 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990, PAGE 6, PART VI, LINE 19

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,458,177
Liabilities
$0
Net assets
$13,458,177
Revenue
$797,491
Expenses
$716,569
Net income
$80,922
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