Civic Intelligence

Rhodes Robert R Tr 242-0939462

990T • Fiscal year 2021 • EIN 34-6506870

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 25, 2022

Keybank 4900 Tiedeman Rd Oh-01-49-Brooklyn, OH 44144

(216) 471-2012

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

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No earlier filing loaded for comparison.

Liabilities

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No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

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No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

Net Income

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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.

$40M$30M$20M$10M$0Assets 2019: $36,260,677Liabilities 2019: $0Net Assets 2019: $36,260,6772019Assets 2020: $36,140,522Liabilities 2020: $0Net Assets 2020: $36,140,5222020Assets 2021: $38,777,651Liabilities 2021: $0Net Assets 2021: $38,777,6512021Assets 2022: $36,345,224Liabilities 2022: $0Net Assets 2022: $36,345,2242022Assets 2023: $34,739,463Liabilities 2023: $0Net Assets 2023: $34,739,4632023Assets 2024: $37,205,720Liabilities 2024: $0Net Assets 2024: $37,205,7202024

Latest loaded filing

2024

Assets$37,205,720
Liabilities$0
Net Assets$37,205,720

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2019: $3,217,966Expenses 2019: $2,068,543Net Income 2019: $1,149,4232019Revenue 2020: $1,858,681Expenses 2020: $1,994,402Net Income 2020: -$135,7212020Revenue 2021: $4,629,519Expenses 2021: $2,018,590Net Income 2021: $2,610,9292021Revenue 2022: -$75,551Expenses 2022: $2,292,460Net Income 2022: -$2,368,0112022Revenue 2023: $415,724Expenses 2023: $2,028,312Net Income 2023: -$1,612,5882023Revenue 2024: $4,271,126Expenses 2024: $1,986,416Net Income 2024: $2,284,7102024

Latest loaded filing

2024

Revenue$4,271,126
Expenses$1,986,416
Net Income$2,284,710
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 25, 2022
Return Version
2021v4.1
Mission and Program Overview

Mission

Grant payments are made in compliance with the Last Will and Testamentof Robert R Rhodes dated November 4, 1913 and aligned with updated Exhibit A Named Beneficiaries dated April 19, 1940.Keybank, as Trustee, makes distributions to pre selected exempt organizations to be used for their exempt purpose. Keybank maintains a responsiveness to the needs and activities of each beneficiary organization in the attainment of its mission. Under the Ohio Institutional Trust Funds Act of 1999, all beneficiaries except HiramHouse have chosen to receive the maximum of income based on thegreater of 5% of AFV or traditional income.Hiram House has chosen traditional income. The trust can be terminated by any 25% combination of beneficiary income interests.

Filing and Contact Details

Filer

Filer Name
Rhodes Robert R Tr
EIN
34-6506870
Phone
2164712012
Address
KEYBANK 4900 TIEDEMAN RD OH-01-49-, BROOKLYN, OH 44144

Signing Officer

Name
Keybank Byp S Chmura
Title
Vice President
Phone
2164712012
Signed
2022-10-25
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 Appendix57 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/BalanceDueAmt00
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990TScheduleA/CapitalGainNetIncomeAmt00
IRS990TScheduleA/PrincipalBusinessActivityCd0900099
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-681
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-681
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0-681
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0Private Advisors Coinvestment III
IRS990TScheduleA/UBIBeforeNOLDedAmt0-681
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-681
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableTrustAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
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/SignatureDt02022-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RHODES ROBERT R TR
ReturnHeader/Filer/BusinessNameControlTxt0RHOD
ReturnHeader/Filer/EIN0346506870
ReturnHeader/Filer/PhoneNum02164712012
ReturnHeader/Filer/USAddress/AddressLine1Txt0KEYBANK 4900 TIEDEMAN RD OH-01-49-
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/PreparationDt02022-10-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY E KUHLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-01T14:00:21-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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