Civic Intelligence

Packard W D Fund a Ochr

EIN 34-6507930 • 501(c)3 • Brooklyn, OH

Profile

Trust created in 1933, with Keybank as Trustee, to support the Warren Ohio Packard Music Hall and Band. Net income from the trust fund shall be used to establish and perpetually maintain a park band to be known as the "Packard Band", to provide for the organization and maintenance of a band which shall be a credit to the City of Warren ,and play for the edification and entertainment of the people of Warren, OH. Said band shall play not less than one free popular concert in each month. Under the Ohio Institutional Trust Funds Act of 1999, the beneficiaries have chosen to receive the maximum of income based on the greater of 5% of AFV or traditional income.

4900 Tiedeman Road Oh-01-49-0381Brooklyn, OH 44144

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

9th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

10th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

92nd percentile

60%

Higher net margin than 92% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

57th percentile

6.3%

Faster asset growth than 57% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

721%

Faster revenue growth than 99% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$5,902,257

Up $348,413 (+6.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$5,902,257

Up $348,413 (+6.3%) from 2023

Operations
Liabilities / Revenue10th percentileNet Margin92nd percentile

Revenue

Up

$609,161

Up $534,998 (+721%) from 2023

Expenses

Down

$241,497

Down $134,883 (-36%) from 2023

Net Income

Up

$367,664

Up $669,881 (+222%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2019: $5,645,046Liabilities 2019: $0Net Assets 2019: $5,645,0462019Assets 2020: $5,800,613Liabilities 2020: $0Net Assets 2020: $5,800,6132020Assets 2021: $6,285,138Liabilities 2021: $0Net Assets 2021: $6,285,1382021Assets 2023: $5,553,844Liabilities 2023: $0Net Assets 2023: $5,553,8442023Assets 2024: $5,902,257Liabilities 2024: $0Net Assets 2024: $5,902,2572024

Highlighted filing

2024

Assets$5,902,257
Liabilities$0
Net Assets$5,902,257
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2019: $417,323Expenses 2019: $311,804Net Income 2019: $105,5192019Revenue 2020: $291,580Expenses 2020: $136,016Net Income 2020: $155,5642020Revenue 2021: $682,337Expenses 2021: $197,811Net Income 2021: $484,5262021Revenue 2023: $74,163Expenses 2023: $376,380Net Income 2023: -$302,2172023Revenue 2024: $609,161Expenses 2024: $241,497Net Income 2024: $367,6642024

Highlighted filing

2024

Revenue$609,161
Expenses$241,497
Net Income$367,664
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$5,902,257
Liabilities
$0
Net assets
$5,902,257
Revenue
$609,161
Expenses
$241,497
Net income
$367,664
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.90$0.00$5.90$0.61$0.24$0.37
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.55$0.00$5.55$0.07$0.38$0.30
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.29$0.00$6.29$0.68$0.20$0.48
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.80$0.00$5.80$0.29$0.14$0.16
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.65$0.00$5.65$0.42$0.31$0.11
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 23, 2025
Return Version
2023v6.0
Gross Receipts
$223,278
Mission and Program Overview

Mission

Trust created in 1933, with Keybank as Trustee, to support the Warren Ohio Packard Music Hall and Band. Net income from the trust fund shall be used to establish and perpetually maintain a park band to be known as the "Packard Band", to provide for the organization and maintenance of a band which shall be a credit to the City of Warren ,and play for the edification and entertainment of the people of Warren, OH. Said band shall play not less than one free popular concert in each month. Under the Ohio Institutional Trust Funds Act of 1999, the beneficiaries have chosen to receive the maximum of income based on the greater of 5% of AFV or traditional income.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$5,856,062$5,553,844▼ $302,218
Investments Other Securities$5,680,634$5,522,177▼ $158,457
Savings and Temporary Cash Investments$175,428$31,667▼ $143,761
Total Assets$5,856,062$5,553,844▼ $302,218
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,856,062$5,553,844▼ $302,218
Total Liabilities and Net Assets / Fund Balance$5,856,062$5,553,844▼ $302,218

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$570,000--
Compensation and Service Providers
Top Officer Pay23rd percentile

Board Members and Trustees

NameTitle
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$63,597
Other Revenue
$10,566
Change in Net Assets
$-302,217
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$375,000
Other Expenses$1,380
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$375,000--$375,000
Fees for Services Accounting-$1,050-$1,050
All Other Expenses-$200-$200
Fees for Services Legal-$130-$130
Total Functional Expenses$375,000$1,380$0$376,380
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
W D Packard BandWarren, OH170(b)(1)(A)(vi)-$375,000
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”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“KeyBank administration documents all meetings and written actions taken during the year. Actions through NPTAC are also documented”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“KeyBank administration documents all meetings and written actions taken during the year. Actions through NPTAC are also documented.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“All returns are prepared and thoroughly reviewed by our tax vendor and/or internal professional tax department.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“No conflict of interest policy exists for the trust. Keybank n.a. Has a corporate conflict of interest policy”

Form 990, Page 6, Part VI, Line 19

“Documents are available upon request by mail or by phone and delivered within 2 weeks of the request”

Filing and Contact Details

Filer

Filer Name
Packard W D Fund a Ochr
EIN
34-6507930
Phone
2166897663
Address
4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144

Signing Officer

Name
Keybank by Joseph Velkos
Title
Vice President
Phone
2166897663
Signed
2025-09-23
Discuss with paid preparer
Yes

Organization Details

Formed
1933
Legal Domicile
Oh
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Pwc US Tax Llp
Address
4300 E CAMELBACK ROAD STE 475, PHOENIX, AZ 85018
Preparer
Jeffrey E Kuhlin
Phone
4123556000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“ROUNDING”

Raw XML AppendixShowing 400 of 413 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
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IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Trust created in 1933, with Keybank as Trustee, to support the Warren Ohio Packard Music Hall and Band. Net income from the trust fund shall be used to establish and perpetually maintain a park band to be known as the "Packard Band", to provide for the organization and maintenance of a band which shall be a credit to the City of Warren ,and play for the edification and entertainment of the people of Warren, OH. Said band shall play not less than one free popular concert in each month. Under the Ohio Institutional Trust Funds Act of 1999, the beneficiaries have chosen to receive the maximum of income based on the greater of 5% of AFV or traditional income.
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0200
IRS990/AllOtherExpensesGrp/TotalAmt0200
IRS990/AmendedReturnInd0X
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IRS990/BooksInCareOfDetail/PhoneNum02168134556
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04900 TIEDEMAN RD OH-01-49-0150
IRS990/BooksInCareOfDetail/USAddress/CityNm0BROOKLYN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0441442302
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt05856062
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt05553844
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0375000
IRS990/CYInvestmentIncomeAmt063597
IRS990/CYOtherExpensesAmt01380
IRS990/CYOtherRevenueAmt010566
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-302217
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0376380
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt074163
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0Income remitted to The Packard Band, for general support and maintenance of this organization.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/ExpenseAmt0375000
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01050
IRS990/FeesForServicesAccountingGrp/TotalAmt01050
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0130
IRS990/FeesForServicesLegalGrp/TotalAmt0130
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0KEYBANK NA
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01933
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-8456
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt0375000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0375000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0375000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0140659
IRS990/GrossReceiptsAmt0223278
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt072053
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt072053
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt05680634
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt05522177
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0149115
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/ExclusionAmt010566
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt010566
IRS990/MissionDesc0Trust created in 1933, with Keybank as Trustee, to support the Warren Ohio Packard Music Hall and Band. Net income from the trust fund shall be used to establish and perpetually maintain a park band to be known as the "Packard Band", to provide for the organization and maintenance of a band which shall be a credit to the City of Warren ,and play for the edification and entertainment of the people of Warren, OH. Said band shall play not less than one free popular concert in each month. Under the Ohio Institutional Trust Funds Act of 1999, the beneficiaries have chosen to receive the maximum of income based on the greater of 5% of AFV or traditional income.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt05856062
IRS990/NetAssetsOrFundBalancesEOYAmt05553844
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-8456
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-8456
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-1
IRS990/OtherExpensesGrp/Desc0OHIO ATT'Y GEN CHAR FILING FEE
IRS990/OtherExpensesGrp/Desc1TRUMBULL CNTY PROBATE COURT
IRS990/OtherRevenueTotalAmt010566
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0KEYBANK TRUSTEE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0340000
IRS990/PYInvestmentIncomeAmt0-42342
IRS990/PYOtherExpensesAmt01798
IRS990/PYRevenuesLessExpensesAmt0-427271
IRS990/PYSalariesCompEmpBnftPaidAmt043131
IRS990/PYTotalExpensesAmt0384929
IRS990/PYTotalRevenueAmt0-42342
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-302217
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0175428
IRS990/SavingsAndTempCashInvstGrp/EOYAmt031667
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt082619
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt059864
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt082619
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IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt01380
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt044929
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
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IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt0210676
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt0210676
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt012695
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt0210676
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt0210676
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt0375000
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt0124574
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt0335250
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt0499574
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt0375000
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt0124574
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
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IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0210676
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt01.0
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
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IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
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IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
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 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/ExplanationTxt1Keybank, as trustee, welcomes the input of the charitable beneficiaries as to investments
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2Keybank, as Trustee, maintains a close and continuous working relationship with Packard Music Hall and Band. The supported organization maintains a significant voice as they have the right to remove the Trustee and replace with another corporate Trustee. The Trustee has the authority to amend the document to insure the continuation of 509(a)3 status. The supported organization receives
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3periodic statements reflecting all activity in the trust regarding income, expenses and investments. Keybank welcomes the input of the supported organization as to investments.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section D Line 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part IV, Section D Line 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Part V, Section D Line 8
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3Part V, Section D Line 8 (cont'd)
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt05845280
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt06110967
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt05845280
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt06110967
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt087679
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt091665
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt05757601
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt06019302
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0201516
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0210676
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt05845280
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt06110967
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0201516
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0210676
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0346002974
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0375000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Packard Band
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0375000
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt04213359
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1314124
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2424694
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3570000
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Charitable Multi Asset Fund
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Charitable Income Fund
IRS990ScheduleD/OtherSecuritiesGrp/Desc2Glasfunds
IRS990ScheduleD/OtherSecuritiesGrp/Desc3PROTEUS SPC-1825 CAP ENHANCED INC S
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3C
IRS990ScheduleD/TotalBookValueSecuritiesAmt05522177
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0375000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0170(b)(1)(A)(vi)
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0W D PACKARD BAND
IRS990ScheduleI/RecipientTable/RecipientEIN0346002974
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01703 MAHONING AVE N W
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WARREN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd044483
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE NOT AWARDED. INCOME IS USED SOLELY FOR THE SUPPORT OF THE PACKARD BAND AND BAND HALL.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0KEYBANK IS SOLE TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1KeyBank administration documents all meetings and written actions taken during the year. Actions through NPTAC are also documented
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2KeyBank administration documents all meetings and written actions taken during the year. Actions through NPTAC are also documented.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL RETURNS ARE PREPARED AND THOROUGHLY REVIEWED BY OUR TAX VENDOR AND/OR INTERNAL PROFESSIONAL TAX DEPARTMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO CONFLICT OF INTEREST POLICY EXISTS FOR THE TRUST. KEYBANK N.A. HAS A CORPORATE CONFLICT OF INTEREST POLICY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Documents are available upon request by mail or by phone and delivered within 2 weeks of the request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ROUNDING
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0W D PACKARD BAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0346002974
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CONCERT PERFORMANCES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0170(b)(1)(A)(vi)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01703 MAHONING AVE N W
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WARREN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd044483
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt05856062
IRS990/TotalAssetsEOYAmt05553844
IRS990/TotalAssetsGrp/BOYAmt05856062
IRS990/TotalAssetsGrp/EOYAmt05553844
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01380
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0375000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0376380
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05856062
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05553844
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0375000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt074163
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt074163
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05856062
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05553844
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEYBANK BY JOSEPH VELKOS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02166897663
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PACKARD W D FUND A OCHR
ReturnHeader/Filer/BusinessNameControlTxt0PACK
ReturnHeader/Filer/EIN0346507930
ReturnHeader/Filer/PhoneNum02166897663
ReturnHeader/Filer/USAddress/AddressLine1Txt04900 TIEDEMAN ROAD OH-01-49-0381
ReturnHeader/Filer/USAddress/CityNm0BROOKLYN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044144
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP

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