Civic Intelligence

Yoder Leonard R FBO Cwr Succ-Tw

EIN 34-6557092 • 4947(a)1 • Brooklyn, OH

Profile

To award scholarships to female students or females who wish to become students of flora stone mather college of said universitywho have high scholastic standings and need financial assistance.the income shall be used to establish the mayme b. Robinson memorialscholarship fund. This is a dedicated scholarship program controlled and managed by the beneficiary case western reserve university. 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

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

80th percentile

31%

Higher net margin than 80% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

66th percentile

$12,083

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 13.7% of source-year revenue.

$500k-$1M nonprofits • Source year 2024

Asset Growth

53rd percentile

3.1%

Faster asset growth than 53% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

803%

Faster revenue growth than 98% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$926,204

Up $27,635 (+3.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$926,204

Up $27,635 (+3.1%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin80th percentile

Revenue

Up

$88,177

Up $78,417 (+803%) from 2023

Expenses

Down

$60,542

Down $1,059 (-1.7%) from 2023

Net Income

Up

$27,635

Up $79,476 (+153%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth53rd percentile

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

$1.5M$1.0M$500K$0Assets 2020: $965,189Liabilities 2020: $0Net Assets 2020: $965,1892020Assets 2021: $1,019,837Liabilities 2021: $0Net Assets 2021: $1,019,8372021Assets 2022: $950,405Liabilities 2022: $0Net Assets 2022: $950,4052022Assets 2023: $898,569Liabilities 2023: $0Net Assets 2023: $898,5692023Assets 2024: $926,204Liabilities 2024: $0Net Assets 2024: $926,2042024

Highlighted filing

2024

Assets$926,204
Liabilities$0
Net Assets$926,204
Open 2024 Filing

Operations Trend

Revenue Growth98th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2020: $53,923Expenses 2020: $63,670Net Income 2020: -$9,7472020Revenue 2021: $119,363Expenses 2021: $64,717Net Income 2021: $54,6462021Revenue 2022: $636Expenses 2022: $70,070Net Income 2022: -$69,4342022Revenue 2023: $9,760Expenses 2023: $61,601Net Income 2023: -$51,8412023Revenue 2024: $88,177Expenses 2024: $60,542Net Income 2024: $27,6352024

Highlighted filing

2024

Revenue$88,177
Expenses$60,542
Net Income$27,635
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
$926,204
Liabilities
$0
Net assets
$926,204
Revenue
$88,177
Expenses
$60,542
Net income
$27,635
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.00$0.93$0.09$0.06$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.00$0.90$0.01$0.06$0.05
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$0.00$0.95$0.00$0.07$0.07
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.00$1.02$0.12$0.06$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.00$0.97$0.05$0.06$0.01
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 21, 2023
Return Version
2022v5.0
Gross Receipts
$110,397
Mission and Program Overview

Mission

To award scholarships to female students or females who wish to become students of flora stone mather college of said universitywho have high scholastic standings and need financial assistance.the income shall be used to establish the mayme b. Robinson memorialscholarship fund. This is a dedicated scholarship program controlled and managed by the beneficiary case western reserve university. 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$1,019,837$950,405▼ $69,432
Investments Other Securities$997,744$920,282▼ $77,462
Savings and Temporary Cash Investments$22,093$30,123▲ $8,030
Total Assets$1,019,837$950,405▼ $69,432
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,019,837$950,405▼ $69,432
Total Liabilities and Net Assets / Fund Balance$1,019,837$950,405▼ $69,432

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$109,538--
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleBaseTotal
-Trustee$11,654$11,654
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$636
Other Revenue
$0
Change in Net Assets
$-69,434
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$57,366
Salaries, Compensation, and Employee Benefits$11,654
Other Expenses$1,050
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$57,366--$57,366
Current Officers, Directors, Trustees, and Key Employees-$11,654-$11,654
Fees for Services Accounting-$1,050-$1,050
Total Functional Expenses$57,366$12,704$0$70,070
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Case Western Reserve UniversityCleveland, OH170 (b) (1) (A)(ii)-$57,366
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

Part VI Line 12A

“No conflict of interest policy exists for this trust. Keybank n a has a corporate conflict of interest policy.”

Part VI Line 14

“The trust has no written document retention or destruction policy keybank n a has a corporate document retention and destruction policy.”

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's 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's 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.”

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
Yoder Leonard R Fbo Cwr Succ-tw
EIN
34-6557092
Phone
2165632451
Address
4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144

Signing Officer

Name
Keybank Byp S Chmura
Title
Vice President
Phone
2165632451
Signed
2023-03-21
Discuss with paid preparer
Yes

Organization Details

Formed
2003
Legal Domicile
Oh
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Pricewaterhousecoopers Llp
Address
1850 N CENTRAL AVE STE 700, PHOENIX, AZ 85004
Preparer
Jeffrey E Kuhlin
Phone
4123556000
Supplemental Narrative

Additional Explanations

Line 15A & 15B

“Keybank is sole trustee, is compensated as such, and makes all decisions with respect to the operation and administration of the trust.”

Explanation for Form 990, Part XI, Line 9

“ROUNDING”

Raw XML AppendixShowing 400 of 401 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO AWARD SCHOLARSHIPS TO FEMALE STUDENTS OR FEMALES WHO WISH TO BECOME STUDENTS OF FLORA STONE MATHER COLLEGE OF SAID UNIVERSITYWHO HAVE HIGH SCHOLASTIC STANDINGS AND NEED FINANCIAL ASSISTANCE.THE INCOME SHALL BE USED TO ESTABLISH THE MAYME B. ROBINSON MEMORIALSCHOLARSHIP FUND. THIS IS A DEDICATED SCHOLARSHIP PROGRAM CONTROLLED AND MANAGED BY THE BENEFICIARY CASE WESTERN RESERVE UNIVERSITY. 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/AddressChangeInd0X
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KEYBANK NA
IRS990/BooksInCareOfDetail/PhoneNum02168134598
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04900 TIEDEMAN ROAD OH-01-49-0381
IRS990/BooksInCareOfDetail/USAddress/CityNm0BROOKLYN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0441442302
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt01019837
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0950405
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt011654
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt011654
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt057366
IRS990/CYInvestmentIncomeAmt0636
IRS990/CYOtherExpensesAmt01050
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-69434
IRS990/CYSalariesCompEmpBnftPaidAmt011654
IRS990/CYTotalExpensesAmt070070
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0636
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0Grants made to Case Western Reserve University to be used for scholarships to female students or females who wish to become students of Flora Stone Mather College of said University.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/ExpenseAmt057366
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01050
IRS990/FeesForServicesAccountingGrp/TotalAmt01050
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0KEYBANK N A
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt011654
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-10442
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt057366
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt057366
IRS990/GrantsToDomesticOrgsGrp/TotalAmt057366
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt099319
IRS990/GrossReceiptsAmt0110397
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt011078
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt011078
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0997744
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0920282
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0109761
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO AWARD SCHOLARSHIPS TO FEMALE STUDENTS OR FEMALES WHO WISH TO BECOME STUDENTS OF FLORA STONE MATHER COLLEGE OF SAID UNIVERSITYWHO HAVE HIGH SCHOLASTIC STANDINGS AND NEED FINANCIAL ASSISTANCE.THE INCOME SHALL BE USED TO ESTABLISH THE MAYME B. ROBINSON MEMORIALSCHOLARSHIP FUND. THIS IS A DEDICATED SCHOLARSHIP PROGRAM CONTROLLED AND MANAGED BY THE BENEFICIARY CASE WESTERN RESERVE UNIVERSITY. 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/NetAssetsOrFundBalancesBOYAmt01019837
IRS990/NetAssetsOrFundBalancesEOYAmt0950405
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-10442
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-10442
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization4947a1NotPFInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0true
IRS990/OtherChangesInNetAssetsAmt02
IRS990/OtherExpensesGrp/Desc0Charitable Filing Fee
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt050629
IRS990/PYInvestmentIncomeAmt0119363
IRS990/PYOtherExpensesAmt01114
IRS990/PYRevenuesLessExpensesAmt054646
IRS990/PYSalariesCompEmpBnftPaidAmt012974
IRS990/PYTotalExpensesAmt064717
IRS990/PYTotalRevenueAmt0119363
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-69434
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt022093
IRS990/SavingsAndTempCashInvstGrp/EOYAmt030123
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt011078
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt019573
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt011149
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt011078
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt08424
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt012704
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt014088
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt05485
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt05485
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt039551
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt039551
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt04662
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt039551
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt039551
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt039551
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt057366
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt057366
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt083334
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt050629
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt050560
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt021696
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt0140700
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt057366
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt050629
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt032705
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt0122885
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt057366
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt039551
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt01.0
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt057366
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt057366
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
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 completed an internal review of supporting org anization account in concert with in house council and individual dete rminations were made with respect to the relationship. The beneficiary Case Western Reserve University (CWRU) controls and manages the dedic ated scholarship program "Mayme B Robinson Memorial Scholarship Fund". CWRU selects the scholarship recipients.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1Keybank, as Trustee, welcomes the input of the charitable beneficiary as to the investments.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2Keybank as Trustee, maintains a close and continuous working relations hip with Case Western Reserve University. The supported organization m aintains a significant voice as they control and manage the dedicated scholrship program in the name of Mayme B. Robinson Memorial Scholarsh ip Fund. Case Western Reserve University selects the recipients of the scholarship.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3The supported organization receives periodic statements reflecting all activity in the trust regarding income, expenses, and investments. Ke ybank welcomes the input of the supported organization as to the inves tments.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A PART IV, SECTION D LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCHEDULE A PART IV SECTION D LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2SCHEDULE A PART V, SECTION D LINE 8
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3SCHEDULE A PART V. SECTION D LINE 8 continued
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt0982835
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt01147229
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt0982835
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt01147229
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt014743
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt017208
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt0968092
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt01130021
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt033883
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt039551
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt0982835
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt01147229
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt033883
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt039551
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0341018992
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd05
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt057366
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CASE WESTERN RESERVE UNIVERSITY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt057366
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0810744
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1109538
IRS990ScheduleD/OtherSecuritiesGrp/Desc0XXX-XX-XXXX CHARITABLE MULTI ASSET FU
IRS990ScheduleD/OtherSecuritiesGrp/Desc174006E769 PRAXIS IMPACT BOND FUND O
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/TotalBookValueSecuritiesAmt0920282
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt057366
IRS990ScheduleI/RecipientTable/IRCSectionDesc0170 (b) (1) (A)(ii)
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CASE WESTERN RESERVE UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientEIN0341018992
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt010900 EUCLID AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CLEVELAND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd044106
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS 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/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO CONFLICT OF INTEREST POLICY EXISTS FOR THIS TRUST. KEYBANK N A HAS A CORPORATE CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUST HAS NO WRITTEN DOCUMENT RETENTION OR DESTRUCTION POLICY KEYBANK N A HAS A CORPORATE DOCUMENT RETENTION AND DESTRUCTION POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2KEYBANK IS SOLE TRUSTEE, IS COMPENSATED AS SUCH, AND MAKES ALL DECISIONS WITH RESPECT TO THE OPERATION AND ADMINISTRATION OF THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3KEYBANK IS SOLE TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4KEYBANK'S ADMINISTRATION DOCUMENTS ALL MEETINGS AND WRITTEN ACTIONS TAKEN DURING THE YEAR. ACTIONS THROUGH NPTAC ARE ALSO DOCUMENTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5KEYBANK'S ADMINISTRATION DOCUMENTS ALL MEETINGS AND WRITTEN ACTIONS TAKEN DURING THE YEAR. ACTIONS THROUGH NPTAC ARE ALSO DOCUMENTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ALL RETURNS ARE PREPARED AND THOROUGHLY REVIEWED BY OUR TAX VENDOR AND/OR INTERNAL PROFESSIONAL TAX DEPARTMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DOCUMENTS ARE AVAILABLE UPON REQUEST BY MAIL OR BY PHONE AND DELIVERED WITHIN 2 WEEKS OF THE REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ROUNDING
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI LINE 12A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2LINE 15A & 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8EXPLANATION 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/BusinessNameLine1Txt0CASE WESTERN RESERVE UNIVERSITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0341018992
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0RESEARCH AND EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0170(b)(1)(A)(ii)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt010900 EUCLID AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CLEVELAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd044106
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
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/TotalAssetsBOYAmt01019837
IRS990/TotalAssetsEOYAmt0950405
IRS990/TotalAssetsGrp/BOYAmt01019837
IRS990/TotalAssetsGrp/EOYAmt0950405
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012704
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt057366
IRS990/TotalFunctionalExpensesGrp/TotalAmt070070
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01019837
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0950405
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt057366
IRS990/TotalReportableCompFromOrgAmt011654
IRS990/TotalRevenueGrp/ExclusionAmt0636
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0636
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01019837
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0950405
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEYBANK BYP S CHMURA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02165632451
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0YODER LEONARD R FBO CWR SUCC-TW
ReturnHeader/Filer/BusinessNameControlTxt0YODE
ReturnHeader/Filer/EIN0346557092
ReturnHeader/Filer/PhoneNum02165632451
ReturnHeader/Filer/USAddress/AddressLine1Txt04900 TIEDEMAN ROAD OH-01-49-0381
ReturnHeader/Filer/USAddress/CityNm0BROOKLYN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044144
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
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/PreparationDt02023-03-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY E KUHLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-05-08T13:00:30-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31

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