Civic Intelligence

J W Ellsworth Endowment Trust 20-32389000

990T • Fiscal year 2020 • EIN 34-6501094

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

4900 Tiedeman Rdoh-01-49-0150Brooklyn, OH 44144

(216) 471-2012

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2019: $37,259,514Liabilities 2019: $0Net Assets 2019: $37,259,5142019Assets 2020: $35,004,261Liabilities 2020: $0Net Assets 2020: $35,004,2612020Assets 2021: $41,012,268Liabilities 2021: $0Net Assets 2021: $41,012,2682021Assets 2022: $41,872,079Liabilities 2022: $0Net Assets 2022: $41,872,0792022Assets 2023: $37,249,310Liabilities 2023: $0Net Assets 2023: $37,249,3102023Assets 2024: $38,183,517Liabilities 2024: $0Net Assets 2024: $38,183,5172024

Latest loaded filing

2024

Assets$38,183,517
Liabilities$0
Net Assets$38,183,517

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2019: $4,180,236Expenses 2019: $3,370,897Net Income 2019: $809,3392019Revenue 2020: $203,147Expenses 2020: $2,364,028Net Income 2020: -$2,160,8812020Revenue 2021: $8,866,980Expenses 2021: $3,108,960Net Income 2021: $5,758,0202021Revenue 2022: $4,699,959Expenses 2022: $3,043,488Net Income 2022: $1,656,4712022Revenue 2023: $979,578Expenses 2023: $5,601,980Net Income 2023: -$4,622,4022023Revenue 2024: $1,869,832Expenses 2024: $303,565Net Income 2024: $1,566,2672024

Latest loaded filing

2024

Revenue$1,869,832
Expenses$303,565
Net Income$1,566,267
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v1.1
Mission and Program Overview

Mission

Grants are made according to trust agreement dated december 21, 1923. Keybank,as trustee, makes distributions for the operation,maintenance, and upkeep of the western reserve academy. Distributions are to be used solely for educational purposes. Specifically, to maintain and operate an institution of learning for boys and young men that they may be prepared to be useful citizens of the republic, and in addition to the usual curriculum comprising the classics, humanities, and sciences, to maintain a department of agriculture. It shall be the purpose of the school to avoid as far as possible the defects of modern educational methods. Students shall be developed by insistence on the mastery of fundamental subjects of study. Scientific researches conducted by members of the faculty are to be encouraged. Students with limited means shall be permitted and the tuition to be charged to students shall at all times be maintained with that object in view. Keybank maintains a responsiveness to the

Filing and Contact Details

Filer

Filer Name
J W Ellsworth Endowment Trust
EIN
34-6501094
Phone
2164712012
Address
4900 TIEDEMAN RDOH-01-49-0150, BROOKLYN, OH 44144

Signing Officer

Name
Keybank Byp S Chmura
Title
Vice President
Phone
2164712012
Signed
2021-11-11
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 Appendix65 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.

Path#Value
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/CharitableContributionsDedAmt016555
IRS990T/ExtsnRequestIncomeTaxPaidAmt026053
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt04092
IRS990T/OverpaymentSection/OverpaymentAmt028354
IRS990T/OverpaymentSection/RefundAmt024262
IRS990T/PriorYearOverpaymentCreditAmt06393
IRS990TScheduleA/PrincipalBusinessActivityCd0900099
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt033109
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt033109
IRS990TScheduleA/TotUnrltTrdBusIncmAmt033109
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0AG ENERGY CREDIT OPPORTUNITIES FUND IV, L.P.
IRS990TScheduleA/UBIBeforeNOLDedAmt033109
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt033109
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableTrustAmt04092
IRS990T/TaxLessCreditsAmt04092
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt032446
IRS990T/TotalTaxAmt04092
IRS990T/TotalTaxComputationAmt04092
IRS990T/TotalUBTIAmt015554
IRS990T/TotalUBTIBeforeNOLSpecificAmt016554
IRS990T/TotalUBTIBeforeSection199AAmt016554
IRS990T/TotalUBTIComputedAmt033109
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEYBANK BYP S CHMURA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02164712012
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0J W ELLSWORTH ENDOWMENT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ELLS
ReturnHeader/Filer/EIN0346501094
ReturnHeader/Filer/PhoneNum02164712012
ReturnHeader/Filer/USAddress/AddressLine1Txt04900 TIEDEMAN RDOH-01-49-0150
ReturnHeader/Filer/USAddress/CityNm0BROOKLYN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044144
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01850 N CENTRAL AVE STE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085004
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY E KUHLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-11T17:00:18-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings