Civic Intelligence

Frances Bean Vair Testamentary Trust

990 • Fiscal year 2018 • EIN 34-6752642

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 23, 2019

Organization ProfileN/A
116 Allegheny Center Mall P8yb3502lPittsburgh, PA 15212

(412) 768-5892

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

3rd percentile

0.00x

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

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

3rd percentile

0.00x

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

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Net Margin

82nd percentile

26%

Higher net margin than 82% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

38th percentile

$205,381

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 6.5% of source-year revenue.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / Assets3rd percentile

Assets

$34,178,786

No earlier filing loaded for comparison.

Net Assets

$34,178,786

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue3rd percentileNet Margin82nd percentile

Revenue

$3,141,052

No earlier filing loaded for comparison.

Expenses

$2,311,788

No earlier filing loaded for comparison.

Net Income

$829,264

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2018: $34,178,786Liabilities 2018: $0Net Assets 2018: $34,178,7862018Assets 2019: $40,619,192Liabilities 2019: $0Net Assets 2019: $40,619,1922019Assets 2020: $38,695,665Liabilities 2020: $0Net Assets 2020: $38,695,6652020Assets 2021: $39,241,992Liabilities 2021: $0Net Assets 2021: $39,241,9922021Assets 2022: $37,536,974Liabilities 2022: $0Net Assets 2022: $37,536,9742022Assets 2023: $36,125,319Liabilities 2023: $0Net Assets 2023: $36,125,3192023Assets 2024: $35,008,170Liabilities 2024: $0Net Assets 2024: $35,008,1702024

Highlighted filing

2018

Assets$34,178,786
Liabilities$0
Net Assets$34,178,786
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2018: $3,141,052Expenses 2018: $2,311,788Net Income 2018: $829,2642018Revenue 2019: $5,107,079Expenses 2019: $2,253,556Net Income 2019: $2,853,5232019Revenue 2020: $263,925Expenses 2020: $2,187,452Net Income 2020: -$1,923,5272020Revenue 2021: $2,739,440Expenses 2021: $2,193,106Net Income 2021: $546,3342021Revenue 2022: $808,807Expenses 2022: $2,536,748Net Income 2022: -$1,727,9412022Revenue 2023: $928,302Expenses 2023: $2,253,349Net Income 2023: -$1,325,0472023Revenue 2024: $1,134,529Expenses 2024: $2,229,458Net Income 2024: -$1,094,9292024

Highlighted filing

2018

Revenue$3,141,052
Expenses$2,311,788
Net Income$829,264
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 23, 2019
Return Version
2018v3.0
Gross Receipts
$11,773,151
Mission and Program Overview

Mission

Provide support to case western reserve university school of medicine for the purpose of conducting and carrying on research in connection with the prevention, treatment and cure of heart disease.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$33,296,220$34,178,786▲ $882,566
Investments in Publicly Traded Securities$32,791,075$32,544,705▼ $246,370
Savings and Temporary Cash Investments$522,003$1,634,081▲ $1,112,078
Rtn Earn Endowment Incm Other Fnds$16,858--
Total Assets$33,313,078$34,178,786▲ $865,708
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$33,313,078$34,178,786▲ $865,708
Total Liabilities and Net Assets / Fund Balance$33,313,078$34,178,786▲ $865,708
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteePT$205,381$205,381
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$3,141,052
Other Revenue
$0
Change in Net Assets
$829,264
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,963,429
Salaries, Compensation, and Employee Benefits$205,381
Other Expenses$142,978
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,963,429--$1,963,429
Current Officers, Directors, Trustees, and Key Employees-$205,381-$205,381
All Other Expenses$200$142,618-$142,818
Fees for Services Legal-$160-$160
Total Functional Expenses$1,963,629$348,159$0$2,311,788
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Case Western Reserve UniversityCleveland, OH501(c)(3)Support Research for Treatment and Cure of Heart Disease$1,963,429
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
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
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 4

“The organization was previously classified as a private foundation. The trustee filed form 8940, request for miscellaneous determination to have this trust reclassified as a supporting organization.”

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

“The Frances Bean Vair TE is a trust fund and has no written policy regarding documentation of meetings and written actions of its governing body and committees with authority to act on its behalf.”

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

“The Frances Bean Vair TE is a trust fund and has no written policy regarding documentation of meetings and written actions of its governing body and committees with authority to act on its behalf.”

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

“PNC Bank as trustee of the Francis Bean Vair TE trust prepares the tax returns for this trust, thus Form 990 is prepared by the governing body”

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

“The conflict of interest policy of PNC Charitable trust requires an annual affirmation that it has been received, read, understood, and agreed to be complied with. In addition, the policy requires an annual disclosure of the existence and nature of any affiliation in which a party would be considered an interested person under the policy.”

Form 990, Page 6, Part VI, Line 18

“Form 990 and related financial statements are made available through requests and from Guidestar.org.”

Form 990, Page 6, Part VI, Line 19

“Form 990 and related financial statements are made available through requests and from Guidestar.org. The governing documents and conflict of interest policy are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Frances Bean Vair Te
EIN
34-6752642
Phone
4127685892
Address
116 ALLEGHENY CENTER MALL P8YB3502L, PITTSBURGH, PA 15212

Signing Officer

Name
Pnc Bank N a by
Title
Vice President
Phone
4127685892
Signed
2019-10-23

Organization Details

Principal Officer
Judd T Oberhauser
Formed
2009
Legal Domicile
Oh
Voting Board Members
1
Independent Board Members
1
Employees
0
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Cwru cost basis adj on ctf funds $36,435.00 and rounding adjustment for sales and transactions $9.00”

Raw XML AppendixShowing 400 of 402 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/ActivityOrMissionDesc0PROVIDE SUPPORT TO CASE WESTERN RESERVE UNIVERSITY SCHOOL OF MEDICINE FOR THE PURPOSE OF CONDUCTING AND CARRYING ON RESEARCH IN CONNECTION WITH THE PREVENTION, TREATMENT AND CURE OF HEART DISEASE.
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0142618
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0200
IRS990/AllOtherExpensesGrp/TotalAmt0142818
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0PNC BANK NA
IRS990/BooksInCareOfDetail/PhoneNum04127685892
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0116 ALLEGHENY CENTER MALL
IRS990/BooksInCareOfDetail/USAddress/CityNm0PITTSBURGH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd015212
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt033296220
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt034178786
IRS990/ChangeToOrgDocumentsInd0true
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0205381
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0205381
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt01963429
IRS990/CYInvestmentIncomeAmt03141052
IRS990/CYOtherExpensesAmt0142978
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0829264
IRS990/CYSalariesCompEmpBnftPaidAmt0205381
IRS990/CYTotalExpensesAmt02311788
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03141052
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0SUPPORT TO CWRU FOR RESEARCH INTO TREATMENT AND CURE OF HEART DISEASE
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt01963429
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0160
IRS990/FeesForServicesLegalGrp/TotalAmt0160
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt020.0
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0PNC BANK NA
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0205381
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02009
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt02404779
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt01963429
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01963429
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01963429
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt011036878
IRS990/GrossReceiptsAmt011773151
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0736273
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0736273
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt032791075
IRS990/InvestmentsPubTradedSecGrp/EOYAmt032544705
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt08632099
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0PROVIDE SUPPORT TO CASE WESTERN RESERVE UNIVERSITY SCHOOL OF MEDICINE FOR THE PURPOSE OF CONDUCTING AND CARRYING ON RESEARCH IN CONNECTION WITH THE PREVENTION, TREATMENT AND CURE OF HEART DISEASE.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt033313078
IRS990/NetAssetsOrFundBalancesEOYAmt034178786
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02404779
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02404779
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt036444
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JUDD T OBERHAUSER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt01814424
IRS990/PYInvestmentIncomeAmt04107069
IRS990/PYOtherExpensesAmt045657
IRS990/PYRevenuesLessExpensesAmt02051436
IRS990/PYSalariesCompEmpBnftPaidAmt0195552
IRS990/PYTotalExpensesAmt02055633
IRS990/PYTotalRevenueAmt04107069
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0829264
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt016858
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0522003
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01634081
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt0736273
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt0636922
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt024001
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt0198885
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt0173443
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt0612921
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt0736273
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt0537388
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt0463479
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt0463479
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt01347288
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt01347288
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt0393957
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt01347288
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt01347288
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt01347288
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt02004705
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt0657417
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt0657417
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt0657417
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt041276
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt01963429
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt01347288
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt01.0
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt01963429
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt02004705
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/ExcessBusinessHoldingsRulesInd0false
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/ExplanationTxt0FRANCES BEAN VAIR TE IS A TRUST FUND THAT DISBURSES FUNDS ONLY TO QUALIFYING CHARITABLE ORGANIZATIONS AS DIRECTED BY THE TRUST'S GOVERNING INSTRUMENT TO BE USED ONLY IN ACCORDANCE WITH THE GOVERNING INSTRUMENT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1FRANCES BEAN VAIR TE TRUST MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE SUPPORTED ORGANIZATION BY HAVING MEETINGS ABOUT INVESTMENTS AND GENERAL OPERATIONS OF THE TRUST, DISBURSING FUNDS ONLY TO THE NAMED QUALIFIED CHARITABLE ORGANIZATION, AND PROVIDING STATEMENTS TO THEM OF TRUST ACTIVITIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2FRANCES BEAN VAIR IS AN IRREVOCABLE CHARITABLE TRUST DESCRIBED IN SECTION 501(C)(3). THE INTEGRAL PART TEST HAS BEEN MET BY DEMONSTRATING THAT THE TRUST WAS REQUIRED BY THE TERMS OF THE GOVERNING INSTRUMENT TO DISTRIBUTE THE NET INCOME SOLELY TO THE SUPPORTED ORGANIZATION AND THAT THE AMOUNT OF SUPPORT PROVIDED TO THE SUPPORTED ORGANIZATION WAS SUFFICIENT TO ENSURE THE
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3ATTENTIVENESS OF THE ORGANIZATION TO THE OPERATIONS OF THE TRUST. THE TRUST CONTINUES TO SATISFY THE INTEGRAL AND ATTENTIVENESS TESTS IN THE SAME MANNER.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION D, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART V, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3PART V, LINE 3 (CONTINUED)
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt040567940
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt039080136
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt040567940
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt039080136
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0608519
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0586202
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt039959421
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt038493934
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt01398580
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt01347288
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt040567940
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt039080136
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt01398580
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt01347288
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0341018992
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01963429
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CASE WESTERN RESERVE UNIVERISTY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt01963429
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt01963429
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT RESEARCH FOR TREATMENT AND CURE OF HEART DISEASE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CASE WESTERN RESERVE UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientEIN0341018992
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt010900 EUCLID AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CLEVELAND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd044106
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0FRANCES BEAN VAIR TE IS A TRUST FUND THAT DISBURSES FUNDS ONLY TO QUALIFYING CHARITABLE ORGANIZATIONS AS DIRECTED BY THE TRUST'S GOVERNING INSTRUMENT TO BE USED ONLY IN ACCORDANCE WITH THE GOVERNING INSTRUMENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION WAS PREVIOUSLY CLASSIFIED AS A PRIVATE FOUNDATION. THE TRUSTEE FILED FORM 8940, REQUEST FOR MISCELLANEOUS DETERMINATION TO HAVE THIS TRUST RECLASSIFIED AS A SUPPORTING ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Frances Bean Vair TE is a trust fund and has no written policy regarding documentation of meetings and written actions of its governing body and committees with authority to act on its behalf.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Frances Bean Vair TE is a trust fund and has no written policy regarding documentation of meetings and written actions of its governing body and committees with authority to act on its behalf.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PNC Bank as trustee of the Francis Bean Vair TE trust prepares the tax returns for this trust, thus Form 990 is prepared by the governing body
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The conflict of interest policy of PNC Charitable trust requires an annual affirmation that it has been received, read, understood, and agreed to be complied with. In addition, the policy requires an annual disclosure of the existence and nature of any affiliation in which a party would be considered an interested person under the policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Form 990 and related financial statements are made available through requests and from Guidestar.org.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Form 990 and related financial statements are made available through requests and from Guidestar.org. The governing documents and conflict of interest policy are made available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CWRU COST BASIS ADJ ON CTF FUNDS $36,435.00 AND ROUNDING ADJUSTMENT FOR SALES AND TRANSACTIONS $9.00
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 4
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 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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/PrimaryActivitiesTxt0SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt01709B)(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/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt01963429
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0CASE WESTERN RESERVE UNIVERISTY
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0r
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0true
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt033313078
IRS990/TotalAssetsEOYAmt034178786
IRS990/TotalAssetsGrp/BOYAmt033313078
IRS990/TotalAssetsGrp/EOYAmt034178786
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0348159
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01963629
IRS990/TotalFunctionalExpensesGrp/TotalAmt02311788
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt033313078
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt034178786
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01963429
IRS990/TotalReportableCompFromOrgAmt0205381
IRS990/TotalRevenueGrp/ExclusionAmt03141052
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03141052
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt033313078
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt034178786
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01900 EAST 9TH ST 13TH FL
IRS990/USAddress/CityNm0CLEVELAND
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd044114
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PNC BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04127685892
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FRANCES BEAN VAIR TE
ReturnHeader/Filer/BusinessNameControlTxt0VAIR
ReturnHeader/Filer/EIN0346752642
ReturnHeader/Filer/PhoneNum04127685892
ReturnHeader/Filer/USAddress/AddressLine1Txt0116 ALLEGHENY CENTER MALL P8YB3502L
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015212
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A416636C39C5A383BF8D904AE6A1B5AFADE125C5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D15B6E5F7E1F5A63C9C759381E6F3302D40930CB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0161.150.240.2
ReturnHeader/ReturnTs02019-11-01T09:00:22-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,178,786
Liabilities
$0
Net assets
$34,178,786
Revenue
$3,141,052
Expenses
$2,311,788
Net income
$829,264
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.0$0.00$35.0$1.13$2.23$1.09
2023Detailed filing. Detailed filing data is available for this year.$36.1$0.00$36.1$0.93$2.25$1.33
2022Detailed filing. Detailed filing data is available for this year.$37.5$0.00$37.5$0.81$2.54$1.73
2021Detailed filing. Detailed filing data is available for this year.$39.2$0.00$39.2$2.74$2.19$0.55
2020Detailed filing. Detailed filing data is available for this year.$38.7$0.00$38.7$0.26$2.19$1.92
2019Detailed filing. Detailed filing data is available for this year.$40.6$0.00$40.6$5.11$2.25$2.85
2018Detailed filing. Detailed filing data is available for this year.$34.2$0.00$34.2$3.14$2.31$0.83