Civic Intelligence

Upson Dennis a Tw

990 • Fiscal year 2021 • EIN 34-6500850

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 10, 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.

2021 filings • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

18th percentile

0.00x

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Net Margin

73rd percentile

35%

Higher net margin than 73% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

36th percentile

$91,911

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 8.4% of source-year revenue.

2021 filings • $10M-$25M nonprofits • Source year 2021

Asset Growth

32nd percentile

2.9%

Faster asset growth than 32% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

70th percentile

38%

Faster revenue growth than 70% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$13,844,396

Up $386,219 (+2.9%) from 2020

Net Assets

Up

$13,844,396

Up $386,219 (+2.9%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin73rd percentile

Revenue

Up

$1,100,444

Up $302,953 (+38%) from 2020

Expenses

Up

$717,648

Up $1,079 (+0.2%) from 2020

Net Income

Up

$382,796

Up $301,874 (+373%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

2021

Assets$13,844,396
Liabilities$0
Net Assets$13,844,396
Open 2021 Filing

Operations Trend

Revenue Growth70th percentile

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

2021

Revenue$1,100,444
Expenses$717,648
Net Income$382,796
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 10, 2021
Return Version
2020v4.1
Gross Receipts
$1,591,379
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$13,458,177$13,844,396▲ $386,219
Cap Stk Tr Prin Current Funds$13,458,177$13,844,396▲ $386,219
Total Assets$13,458,177$13,844,396▲ $386,219
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$13,458,177$13,844,396▲ $386,219
Total Liabilities and Net Assets / Fund Balance$13,458,177$13,844,396▲ $386,219

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$132,120--
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleBaseTotal
-Trustee$91,911$91,911
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,103,044
Other Revenue
$-2,600
Change in Net Assets
$382,796
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$625,737
Salaries, Compensation, and Employee Benefits$91,911
Other Expenses$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$625,737--$625,737
Current Officers, Directors, Trustees, and Key Employees-$91,911-$91,911
Total Functional Expenses$625,737$91,911$0$717,648
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$104,289
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.$104,289
Cleveland FoundationCleveland, OH170(b)(1)(a)Income Paid to the Cleveland Foundation for General Purposes as Deemed Appropriate by the Board of Directors$104,289
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.$104,289
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.$104,289
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$104,289
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
2021-11-10
Discuss with paid preparer
Yes

Organization Details

Formed
2020
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

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”

Raw XML AppendixShowing 400 of 461 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/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/CurrentYearAmt015591198
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt013912524
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt015591198
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt013912524
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0233868
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0208688
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt015357330
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt013703836
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0537507
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0479634
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt015591198
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt013912524
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0537507
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0479634
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt06
IRS990ScheduleA/SupportedOrganizationsTotalCnt06
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd03
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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/SupportAmt0104289
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1104289
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt2104289
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt3104289
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt4104289
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt5104289
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/SupportSumAmt0625734
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt012633826
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1831287
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2131066
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3116097
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4132120
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/TotalBookValueSecuritiesAmt013844396
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0104289
IRS990ScheduleI/RecipientTable/CashGrantAmt1104289
IRS990ScheduleI/RecipientTable/CashGrantAmt2104289
IRS990ScheduleI/RecipientTable/CashGrantAmt3104289
IRS990ScheduleI/RecipientTable/CashGrantAmt4104289
IRS990ScheduleI/RecipientTable/CashGrantAmt5104289
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
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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/ExplanationTxt0GRANTS PAID TO ST ALEXIS HOSPITAL ASSOC, CSAHS, AND ST VINCENT CHARITY FOR SUPPORT OF EXEMPT PURPOSE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1KEYBANK IS SOLE TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL RETURNS ARE THOROUGHLY PREPARED AND REVIEWED BY OUR INTERNAL PROFESSIONAL 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
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt013458177
IRS990/TotalAssetsEOYAmt013844396
IRS990/TotalAssetsGrp/BOYAmt013458177

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$13,844,396
Liabilities
$0
Net assets
$13,844,396
Revenue
$1,100,444
Expenses
$717,648
Net income
$382,796
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