Liabilities / Assets
3rd percentile
Tied with the lowest-debt nonprofits in its peer group.
990 • Fiscal year 2020 • EIN 34-6501094
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
3rd percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
3rd percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
1st percentile
Higher net margin than 1% of similar nonprofits.
Top Officer Pay
40th percentile
Higher top officer pay than 40% of similar nonprofits.
Top officer pay equals 103.4% of source-year revenue.
Asset Growth
9th percentile
Faster asset growth than 9% of similar nonprofits.
Revenue Growth
1st percentile
Faster revenue growth than 1% of similar nonprofits.
Assets
Down$35,004,261
Down $2,255,253 (-6.1%) from 2019
Net Assets
Down$35,004,261
Down $2,255,253 (-6.1%) from 2019
Liabilities
Flat$0
Flat from 2019
Revenue
Down$203,147
Down $3,977,089 (-95%) from 2019
Expenses
Down$2,364,028
Down $1,006,869 (-30%) from 2019
Net Income
Down-$2,160,881
Down $2,970,220 (-367%) from 2019
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
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Cap Stk Tr Prin Current Funds | $36,226,723 | $33,097,617 | ▼ $3,129,106 |
| Investments in Publicly Traded Securities | $19,103,016 | $19,437,410 | ▲ $334,394 |
| Investments Other Securities | $11,836,162 | $9,593,132 | ▼ $2,243,030 |
| Savings and Temporary Cash Investments | $6,320,336 | $5,973,719 | ▼ $346,617 |
| Rtn Earn Endowment Incm Other Fnds | $1,032,791 | $1,906,644 | ▲ $873,853 |
| Total Assets | $37,259,514 | $35,004,261 | ▼ $2,255,253 |
| Liabilities | |||
| Total Liabilities | $0 | $0 | → $0 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $37,259,514 | $35,004,261 | ▼ $2,255,253 |
| Total Liabilities and Net Assets / Fund Balance | $37,259,514 | $35,004,261 | ▼ $2,255,253 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Securities | $337,496 | - | - |
| Name | Title | Full / Part Time | Base | Total |
|---|---|---|---|---|
| - | Trustee | PT | $209,962 | $209,962 |
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $2,086,139 |
| Salaries, Compensation, and Employee Benefits | $209,962 |
| Other Expenses | $67,927 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $2,086,139 | - | - | $2,086,139 |
| Current Officers, Directors, Trustees, and Key Employees | - | $209,962 | - | $209,962 |
| All Other Expenses | - | $53,133 | - | $53,133 |
| Fees for Service Investment Mgmnt Fees | - | $14,294 | - | $14,294 |
| Fees for Services Accounting | - | $500 | - | $500 |
| Total Functional Expenses | $2,086,139 | $277,889 | $0 | $2,364,028 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“KEYBANK IS SOLE TRUSTEE.”
“KeyBank administration documents all meetings and written actions taken during the year. Actions through NPTAC are also documented.”
“KeyBank administration documents all meetings and written actions taken during the year. Actions through NPTAC are also documented.”
“All returns are thoroughly prepared and reviewed by our internal professional tax department.”
“Documents are available upon request by mail or by phone and delivered within 2 weeks of the request.”
“Partnership basis adjustments”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | false |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | 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 |
| IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt | 0 | 53133 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 53133 |
| IRS990/BackupWthldComplianceInd | 0 | true |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | KEYBANK N A |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 2168134556 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 4900 TIEDEMAN RDOH-01-49-0150 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | BROOKLYN |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OH |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 441442302 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | false |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 36226723 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 33097617 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 209962 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 209962 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | false |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConflictOfInterestPolicyInd | 0 | false |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 2086139 |
| IRS990/CYInvestmentIncomeAmt | 0 | -648156 |
| IRS990/CYOtherExpensesAmt | 0 | 67927 |
| IRS990/CYOtherRevenueAmt | 0 | 851303 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -2160881 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 209962 |
| IRS990/CYTotalExpensesAmt | 0 | 2364028 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 203147 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/Desc | 0 | GRANTS MADE FOR THE OPERATION, MAINTENANCE AND UPKEEP OF THE WESTERN RESERVE ACADEMY. DISTRIBUTIONS ARE TO BE USED SOLELY FOR EDUCATIONAL PURPOSES. |
| IRS990/DescribedInSection501c3Ind | 0 | true |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | false |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/ExpenseAmt | 0 | 2086139 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 500 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 500 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 14294 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 14294 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form8282PropertyDisposedOfInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 5.0 |
| IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt | 0 | KEYBANK N A |
| IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 209962 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/Form990TFiledInd | 0 | true |
| IRS990/FormationYr | 0 | 1923 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | false |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | -994843 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 1 |
| IRS990/GrantAmt | 0 | 2086139 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 2086139 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 2086139 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 12706036 |
| IRS990/GrossReceiptsAmt | 0 | 13904026 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 0 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIInd | 0 | X |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 346687 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 346687 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 11836162 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 9593132 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 19103016 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 19437410 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | OH |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 13700879 |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingCashInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MiscellaneousRevenueGrp/ExclusionAmt | 0 | 818194 |
| IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt | 0 | 851303 |
| IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 33109 |
| IRS990/MissionDesc | 0 | 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 |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 37259514 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 35004261 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | -994843 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | -994843 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 15554 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | -94372 |
| IRS990/OtherExpensesGrp/Desc | 0 | STATE FILING FEE |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | PARTNERSHIP K-1 INCOME |
| IRS990/OtherRevenueTotalAmt | 0 | 851303 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt | 0 | KEYBANK N A TRUSTEE |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | INCOME |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 2934644 |
| IRS990/PYInvestmentIncomeAmt | 0 | 2655555 |
| IRS990/PYOtherExpensesAmt | 0 | 252091 |
| IRS990/PYOtherRevenueAmt | 0 | 1524681 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 809339 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 184162 |
| IRS990/PYTotalExpensesAmt | 0 | 3370897 |
| IRS990/PYTotalRevenueAmt | 0 | 4180236 |
| IRS990/QuidProQuoContributionsInd | 0 | false |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -2160881 |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | true |
| IRS990/ReportLandBuildingEquipmentInd | 0 | false |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 1032791 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 1906644 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 6320336 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 5973719 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt | 0 | 346687 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt | 0 | 2706442 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt | 0 | 0 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt | 0 | 0 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt | 0 | 14294 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt | 0 | 90485 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt | 0 | 346687 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt | 0 | 2706442 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt | 0 | 209962 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt | 0 | 184162 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt | 0 | 0 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt | 0 | 122431 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt | 0 | 2431795 |
| IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt | 0 | 2431795 |
| IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt | 0 | 2067026 |
| IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt | 0 | 2067026 |
| IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt | 0 | 0 |
| IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt | 0 | 2067026 |
| IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt | 0 | 1771268 |
| IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt | 0 | 2067026 |
| IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt | 0 | 2067026 |
| IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt | 0 | 2086139 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt | 0 | 19113 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt | 0 | 19113 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt | 0 | 19113 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt | 0 | 0 |
| IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt | 0 | 0 |
| IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt | 0 | 2086139 |
| IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt | 0 | 2067026 |
| IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt | 0 | 1.0 |
| IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt | 0 | 0 |
| IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt | 0 | 2086139 |
| IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt | 0 | 0 |
| IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt | 0 | 2086139 |
| IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt | 0 | 0 |
| IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd | 0 | true |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd | 0 | false |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd | 0 | false |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd | 0 | true |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd | 0 | true |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | KeyBank representatives have completed an extensive internal review of supporting organization accounts. This was done in concert with inhous e counsel and individual determinations were made with respect to the relationships.The beneficiaries hasve the right to remove the trustee and the trustee has the right to amend the trust to insure continuatio n of 509(a)3 status. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 1 | KEYBANK, AS TRUSTEE WELCOMES THE INPUT OF THE CHARITABLE BENEFICIARIES AS TO INVESTMENTS. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 2 | KeyBank, as Trustee, maintains a close and continuous working relation ship with Western Reserve Academy. The supported organization maintai n a significant voice as they have right to remove the Trustee and rep lace with another corporate Trustee. The Trustee has the authority to amend the document to insure the continuation of 509(a)3 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 3 | status. The supported organizations receive periodic statements reflec ting all activity in the trust regarding income, expenses, and investm ents. KeyBank welcomes the input of the supported organizationsas to i nvestments. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 0 | 2 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 1 | 3 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 2 | 8 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 3 | 8, CONTINUED |
| IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt | 0 | 0 |
| IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt | 0 | 51658372 |
| IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt | 0 | 51378318 |
| IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt | 0 | 0 |
| IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt | 0 | 51658372 |
| IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt | 0 | 51378318 |
| IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt | 0 | 774876 |
| IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt | 0 | 770675 |
| IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt | 0 | 0 |
| IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt | 0 | 0 |
| IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt | 0 | 50883496 |
| IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt | 0 | 50607643 |
| IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt | 0 | 1780922 |
| IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt | 0 | 1771268 |
| IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt | 0 | 0 |
| IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt | 0 | 51658372 |
| IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt | 0 | 51378318 |
| IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt | 0 | 1780922 |
| IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt | 0 | 1771268 |
| IRS990ScheduleA/OtherSupportSumAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrganizationsCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrganizationsTotalCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 0 | 340714390 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 0 | true |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 0 | 2 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 0 | 2086139 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 0 | WESTERN RESERVE ACADEMY |
| IRS990ScheduleA/SupportingOrganization509a3Ind | 0 | X |
| IRS990ScheduleA/SupportingOrgType3NonFuncInd | 0 | X |
| IRS990ScheduleA/SupportSumAmt | 0 | 2086139 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 0 | 1113383 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 1 | 1251003 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 2 | 283023 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 3 | 2298304 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 4 | 2135074 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 5 | 2174849 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 6 | 337496 |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 0 | SIGULAR GUFF BRIC OPPORTUN FD II (4 |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 1 | DEERFIELD PRIVATE DESIGN FUND II, L |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 2 | HOSEN |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 3 | AG ENERGY CREDIT |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 4 | POLUNIN DEVELOPING COUNTRIES |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 5 | GQG PARTNERS EMERGING MKTS LLC |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 6 | HGI KF08 SELECT LLC |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 0 | C |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 1 | C |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 2 | C |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 3 | C |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 4 | C |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 5 | C |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 6 | C |
| IRS990ScheduleD/TotalBookValueSecuritiesAmt | 0 | 9593132 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | KEYBANK IS SOLE TRUSTEE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | KeyBank administration documents all meetings and written actions taken during the year. Actions through NPTAC are also documented. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | KeyBank administration documents all meetings and written actions taken during the year. Actions through NPTAC are also documented. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | ALL RETURNS ARE THOROUGHLY PREPARED AND REVIEWED BY OUR INTERNAL PROFESSIONAL TAX DEPARTMENT. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | DOCUMENTS ARE AVAILABLE UPON REQUEST BY MAIL OR BY PHONE AND DELIVERED WITHIN 2 WEEKS OF THE REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | PARTNERSHIP BASIS ADJUSTMENTS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PAGE 6, PART VI, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | EXPLANATION FOR FORM 990, PART XI, LINE 9 |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/StatesWhereCopyOfReturnIsFldCd | 0 | OH |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | false |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 37259514 |
| IRS990/TotalAssetsEOYAmt | 0 | 35004261 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 37259514 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 35004261 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 277889 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 2086139 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 2364028 |
| IRS990/TotalGrossUBIAmt | 0 | 33109 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 37259514 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 35004261 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 2086139 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 209962 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 170038 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 203147 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 33109 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 37259514 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 35004261 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | true |
| IRS990/UponRequestInd | 0 | X |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 1 |
| IRS990/VotingMembersIndependentCnt | 0 | 0 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | false |
| 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 | 2164712012 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2021-11-11 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | J W ELLSWORTH ENDOWMENT TRUST |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ELLS |
| ReturnHeader/Filer/EIN | 0 | 346501094 |
| ReturnHeader/Filer/PhoneNum | 0 | 2164712012 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 4900 TIEDEMAN RDOH-01-49-0150 |
| 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 | 2021-11-11 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JEFFREY E KUHLIN |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2021-11-11T17:00:18-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2020-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2020-12-31 |
| ReturnHeader/TaxYr | 0 | 2020 |
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Displayed year
2020 • Form 990Detailed filing. Detailed filing data is available for this year.