Liabilities / Assets
3rd percentile
Tied with the lowest-debt nonprofits in its peer group.
990 • Fiscal year 2020 • EIN 34-6506892
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
7th percentile
Higher net margin than 7% of similar nonprofits.
Top Officer Pay
44th percentile
Higher top officer pay than 44% of similar nonprofits.
Top officer pay equals 11.3% of source-year revenue.
Asset Growth
20th percentile
Faster asset growth than 20% of similar nonprofits.
Revenue Growth
5th percentile
Faster revenue growth than 5% of similar nonprofits.
Assets
Down$55,206,125
Down $966,313 (-1.7%) from 2019
Net Assets
Down$55,206,125
Down $966,313 (-1.7%) from 2019
Liabilities
Flat$0
Flat from 2019
Revenue
Down$2,759,650
Down $2,927,804 (-51%) from 2019
Expenses
Down$3,725,963
Down $84,836 (-2.2%) from 2019
Net Income
Down-$966,313
Down $2,842,968 (-151%) from 2019
Under the terms of the will and codicils of andrew squire who died january 5, 1934, the trustees are directed to make grants to case western reserve university. Grants are to be used in preserving ,maintaining and operating squire farm, one of the properties and educational functions of the university and to the extent grants are not needed for such purpose, then to be use by the university for the benefit of flora stone mather college of said university.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Cap Stk Tr Prin Current Funds | $56,172,438 | - | - |
| Rtn Earn Endowment Incm Other Fnds | - | $55,206,125 | - |
| Investments Other Securities | $56,172,437 | $55,206,124 | ▼ $966,313 |
| Total Assets | $56,172,438 | $55,206,125 | ▼ $966,313 |
| Other Assets Total | $1 | $1 | → $0 |
| Liabilities | |||
| Total Liabilities | $0 | $0 | → $0 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $56,172,438 | $55,206,125 | ▼ $966,313 |
| Total Liabilities and Net Assets / Fund Balance | $56,172,438 | $55,206,125 | ▼ $966,313 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Assets Org | $1 | - | - |
| Other Securities | $54,773,024 | - | - |
| Name | Title | Base | Total |
|---|---|---|---|
| - | Co-trustee | $312,536 | $312,536 |
| Name | Title |
|---|---|
| Allen H Ford | Co-trustee |
| David Hunt | Co-trustee |
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $3,394,972 |
| Salaries, Compensation, and Employee Benefits | $312,536 |
| Other Expenses | $18,455 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $3,394,972 | - | - | $3,394,972 |
| Current Officers, Directors, Trustees, and Key Employees | - | $312,536 | - | $312,536 |
| All Other Expenses | - | $16,355 | - | $16,355 |
| Fees for Services Accounting | - | $2,100 | - | $2,100 |
| Total Functional Expenses | $3,394,972 | $330,991 | $0 | $3,725,963 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Case Western Reserve University | Cleveland, OH | 170(b)(1)(A)(iii) | Benefit of Squire Farm and Mather College | $3,393,972 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“No conflict of interest policy exists for the trust. Keybank n.a. Has a corporate conflict of interest policy.”
“The trust has no written document retention or destruction policy. Keybank n a has a corporate document retention and destruction policy.”
“Keybank is co-trustee, is compensated as such, and makes all decisions with respect to the operation and administration of thetrust.”
“KEYBANK IS CO-TRUSTEE.”
“All returns are thoroughly prepared and reviewed by our internal professional tax department.”
“Documents are available upon request by mail or by phone within two weeks of receipt of the request.”
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 | UNDER THE TERMS OF THE WILL AND CODICILS OF ANDREW SQUIRE WHO DIED JANUARY 5, 1934, THE TRUSTEES ARE DIRECTED TO MAKE GRANTS TO CASE WESTERN RESERVE UNIVERSITY. GRANTS ARE TO BE USED IN PRESERVING ,MAINTAINING AND OPERATING SQUIRE FARM, ONE OF THE PROPERTIES AND EDUCATIONAL FUNCTIONS OF THE UNIVERSITY AND TO THE EXTENT GRANTS ARE NOT NEEDED FOR SUCH PURPOSE, THEN TO BE USE BY THE UNIVERSITY FOR THE BENEFIT OF FLORA STONE MATHER COLLEGE OF SAID UNIVERSITY. |
| IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt | 0 | 16355 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 16355 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | KeyBank NA |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 2168134556 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 4900 Tiedeman Rd OH-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 | 56172438 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 312536 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 312536 |
| 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 | 3394972 |
| IRS990/CYInvestmentIncomeAmt | 0 | 2739450 |
| IRS990/CYOtherExpensesAmt | 0 | 18455 |
| IRS990/CYOtherRevenueAmt | 0 | 20200 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -966313 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 312536 |
| IRS990/CYTotalExpensesAmt | 0 | 3725963 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 2759650 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/Desc | 0 | THIS TRUST DISTRIBUTES ITS INCOME TO CASE WESTERN RESERVE UNIVERSITY FOR THE BENEFIT OF SQUIRE FARM AND MATHER COLLEGE. UNDER THE OHIO INSTITUTIONAL TRUST FUNDS ACTOF 1999, THE BENEFICIARY HAS CHOSEN TO RECEIVE THE MAXIMUM OF INCOME BASED ON THE GREATER OF 5% OF AFV OR TRADITIONAL INCOME. KEYBANK MAINTAINS A RESPONSIVENESS TO THE NEEDS AND ACTIVITIES OF THE BENEFICIARY ORGANIZATION IN THE ATTAINMENT OF ITS MISSION. |
| 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 | 3394972 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 2100 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 2100 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form8282PropertyDisposedOfInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt | 0 | KEYBANK N A |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | ALLEN H FORD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | DAVID HUNT |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 312536 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | CO-TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | CO-TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | CO-TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/FormationYr | 0 | 1934 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | false |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 2124553 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 0 |
| IRS990/GrantAmt | 0 | 3393972 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 3394972 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 3394972 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | true |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 4896937 |
| IRS990/GrossReceiptsAmt | 0 | 5532034 |
| 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/InvestmentIncomeGrp/ExclusionAmt | 0 | 614897 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 614897 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 56172437 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 55206124 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | OH |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 2772384 |
| 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/MissionDesc | 0 | UNDER THE TERMS OF THE WILL AND CODICILS OF ANDREW SQUIRE WHO DIED JANUARY 5, 1934, THE TRUSTEES ARE DIRECTED TO MAKE GRANTS TO CASE WESTERN RESERVE UNIVERSITY. GRANTS ARE TO BE USED IN PRESERVING ,MAINTAINING AND OPERATING SQUIRE FARM, ONE OF THE PROPERTIES AND EDUCATIONAL FUNCTIONS OF THE UNIVERSITY AND TO THE EXTENT GRANTS ARE NOT NEEDED FOR SUCH PURPOSE, THEN TO BE USE BY THE UNIVERSITY FOR THE BENEFIT OF FLORA STONE MATHER COLLEGE OF SAID UNIVERSITY. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 56172438 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 55206125 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 2124553 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 2124553 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 1 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 1 |
| IRS990/OtherExpensesGrp/Desc | 0 | 990T ESTIMATED TAX PYMT |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | IRS 990T TAX REFUND 2018 TAX YEAR\ |
| IRS990/OtherRevenueMiscGrp/ExclusionAmt | 0 | 20200 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 20200 |
| IRS990/OtherRevenueTotalAmt | 0 | 20200 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt | 0 | KEYBANK NA TRUSTEE |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | GRANT PAID TO CLEVELAND BOTANICAL GARDEN ARE FOR GENERAL SUPPORT OF THE GARDEN IN MEMORY OF ELEANOR SQUIRE'S COLLECTION OF GARDENING BOOKS WHICH INSPIRED THE FOUNDING OF THE GARDEN CENTER OF GREATER CLEVELAND, NOW KNOWN AS THE BOTANICAL GARDENS ALSO UTILIZED FOR EDUCATIONAL PURPOSES BY CASE WESTERN RESERVE UNIVERSITY. |
| IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt | 0 | 1000 |
| IRS990/ProgSrvcAccomActy2Grp/GrantAmt | 0 | 1000 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 3489376 |
| IRS990/PYInvestmentIncomeAmt | 0 | 5493334 |
| IRS990/PYOtherExpensesAmt | 0 | 2200 |
| IRS990/PYOtherRevenueAmt | 0 | 194120 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 1876655 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 319223 |
| IRS990/PYTotalExpensesAmt | 0 | 3810799 |
| IRS990/PYTotalRevenueAmt | 0 | 5687454 |
| IRS990/QuidProQuoContributionsInd | 0 | false |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -966313 |
| 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/EOYAmt | 0 | 55206125 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt | 0 | 614897 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt | 0 | 766144 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt | 0 | 0 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt | 0 | 0 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt | 0 | 0 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt | 0 | 614897 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt | 0 | 766144 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt | 0 | 330991 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt | 0 | 321423 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt | 0 | 0 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt | 0 | 283906 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt | 0 | 444721 |
| IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt | 0 | 444721 |
| IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt | 0 | 2337473 |
| IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt | 0 | 2337473 |
| IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt | 0 | 0 |
| IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt | 0 | 378013 |
| IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt | 0 | 2337473 |
| IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt | 0 | 2337473 |
| IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt | 0 | 2337473 |
| IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt | 0 | 3394972 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt | 0 | 3394972 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt | 0 | 3512031 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt | 0 | 3489376 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt | 0 | 2360128 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt | 0 | 6907003 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt | 0 | 3394972 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt | 0 | 3489376 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt | 0 | 22655 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt | 0 | 5849504 |
| IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt | 0 | 0 |
| IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt | 0 | 0 |
| IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt | 0 | 3394972 |
| IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt | 0 | 2337473 |
| IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt | 0 | 1.0 |
| IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt | 0 | 0 |
| IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt | 0 | 3394972 |
| IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt | 0 | 0 |
| IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt | 0 | 3394972 |
| 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 in house counsel and individual determinations were made with respect to the relationships. The beneficiaries have the right to remove the trustee and the trustee has the right to amend the trust to insure continuation of 509(a)3 status. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 1 | KeyBank as Co-Trustee welcomes the input of the charitable beneficiaries as to investments. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 2 | KeyBank, as Co-Trustee, maintains a close and continuous working relationship with Case Western Reserve University and theCleveland Botanical Garden. All supported organizationsmaintain a significant voice as they have the right to remove theTrustee and replace with another corporate Trustee. The Trustee hasthe authority to amend the document to insure the continuation of |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 3 | 509(a)(3) status. The supported organizations receive periodic statements reflecting all activity in the trust regarding income ,expenses and investments. KeyBank welcomes the input of the supported organizations as to investments. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 0 | LINE 2 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 1 | Line 3 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 2 | Line 8 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 3 | Line 8 Continued |
| IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt | 0 | 0 |
| IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt | 0 | 66557042 |
| IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt | 0 | 67801967 |
| IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt | 0 | 0 |
| IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt | 0 | 66557042 |
| IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt | 0 | 67801967 |
| IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt | 0 | 998356 |
| IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt | 0 | 1017030 |
| IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt | 0 | 0 |
| IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt | 0 | 0 |
| IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt | 0 | 65558686 |
| IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt | 0 | 66784937 |
| IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt | 0 | 2294554 |
| IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt | 0 | 2337473 |
| IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt | 0 | 0 |
| IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt | 0 | 66557042 |
| IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt | 0 | 67801967 |
| IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt | 0 | 2294554 |
| IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt | 0 | 2337473 |
| IRS990ScheduleA/OtherSupportSumAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrganizationsCnt | 0 | 2 |
| IRS990ScheduleA/SupportedOrganizationsTotalCnt | 0 | 2 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 0 | 341018992 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 1 | 340239538 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 0 | true |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 1 | true |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 0 | 5 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 1 | 7 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 1 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 0 | 3393972 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 1 | 1000 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 0 | CASE WESTERN RESERVE UNIV |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 1 | CLEVE BOTANICAL GARDEN |
| IRS990ScheduleA/SupportingOrganization509a3Ind | 0 | X |
| IRS990ScheduleA/SupportingOrgType3NonFuncInd | 0 | X |
| IRS990ScheduleA/SupportSumAmt | 0 | 3394972 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 0 | 1 |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 0 | PORTRAIT OF A SQUIRE |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 1 | XXX-XX-XXXX PORTRAIT OF A SQUIRE |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 0 | 433100 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 1 | 54773024 |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 0 | KT SHORT TERM INVESTMENT FUND |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 1 | CASE WESTERN RESERVE UNIVERSITY FUN |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 0 | C |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 1 | C |
| IRS990ScheduleD/TotalBookValueOtherAssetsAmt | 0 | 1 |
| IRS990ScheduleD/TotalBookValueSecuritiesAmt | 0 | 55206124 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | true |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 0 | 3393972 |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 0 | 170(b)(1)(A)(iii) |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 0 | BENEFIT OF SQUIRE FARM AND MATHER COLLEGE |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 0 | CASE WESTERN RESERVE UNIVERSITY |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 0 | 341018992 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 0 | 11000 CEDAR AVE |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 0 | CLEVELAND |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 0 | OH |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 0 | 44106 |
| IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt | 0 | GRANTS 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 COMPLIANCE WITH THE TRUST PROVISIONS. |
| IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | NO CONFLICT OF INTEREST POLICY EXISTS FOR THE TRUST. KEYBANK N.A. HAS A CORPORATE CONFLICT OF INTEREST POLICY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE TRUST HAS NO WRITTEN DOCUMENT RETENTION OR DESTRUCTION POLICY. KEYBANK N A HAS A CORPORATE DOCUMENT RETENTION AND DESTRUCTION POLICY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | KEYBANK IS CO-TRUSTEE, IS COMPENSATED AS SUCH, AND MAKES ALL DECISIONS WITH RESPECT TO THE OPERATION AND ADMINISTRATION OF THETRUST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | KEYBANK IS CO-TRUSTEE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | ALL RETURNS ARE THOROUGHLY PREPARED AND REVIEWED BY OUR INTERNAL PROFESSIONAL TAX DEPARTMENT. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | DOCUMENTS ARE AVAILABLE UPON REQUEST BY MAIL OR BY PHONE WITHIN TWO WEEKS OF RECEIPT OF THE REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART VI, LINE 12A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | PART VI, LINE 14 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | PART VI, LINE 15 A AND B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PAGE 6, PART VI, LINE 19 |
| 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 | 56172438 |
| IRS990/TotalAssetsEOYAmt | 0 | 55206125 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 56172438 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 55206125 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 330991 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 3394972 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 3725963 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 56172438 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 55206125 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 3395972 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 312536 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 2759650 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 2759650 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 56172438 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 55206125 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/UponRequestInd | 0 | X |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 0 |
| 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 | 2166890969 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2021-05-07 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ANDREW SQUIRE TESTAMENTARY TRUST |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | SQUI |
| ReturnHeader/Filer/EIN | 0 | 346506892 |
| ReturnHeader/Filer/PhoneNum | 0 | 2166890969 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 4900 TIEDEMAN ROAD OH-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 | 2021-05-07 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JEFFREY E KUHLIN |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2021-05-12T09:00:35-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2020-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2020-12-31 |
| ReturnHeader/TaxYr | 0 | 2020 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2020 • Form 990Detailed filing. Detailed filing data is available for this year.