Civic Intelligence

Cwru Severance & M Millikin Ta

EIN 34-6844730 • 501(c)3 • Brooklyn, OH

Profile

Grants are made according to Trsut agreement dated February 23,1976 .Keybank, as Trustee makes distributions to University Hospital andCase Western Reserve University to be used for the advancement ofof medical research. Under the Ohio Institutional Trust Funds Act of1999, the beneficiaries have chosen to receive the maximum of incomebased on the greater of 5% of AFV or traditional income. Keybankmaintains a responsiveness to the needs and activities of eachbeneficiary organization in the attainment of its mission. Pleasenote the charities have a right to remove the Trustee, and the Trusteehas the authority to amend the document to insure the continuation toqualify as a 509(a)3. Keybank maintains a responsiveness to the needs and activities of each beneficiary organization in the attainment of its mission.

4900 Tiedeman Rd MCOH-01-49-0150Brooklyn, OH 44144
Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

7th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

85th percentile

40%

Higher net margin than 85% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

19th percentile

$78,828

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 7.4% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

50th percentile

4.3%

Faster asset growth than 50% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

517%

Faster revenue growth than 98% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$10,328,738

Up $421,141 (+4.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$10,328,738

Up $421,141 (+4.3%) from 2023

Operations
Liabilities / Revenue7th percentileNet Margin85th percentile

Revenue

Up

$1,066,105

Up $893,314 (+517%) from 2023

Expenses

Down

$644,963

Down $20,975 (-3.1%) from 2023

Net Income

Up

$421,142

Up $914,289 (+185%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

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

$15M$10M$5.0M$0Assets 2019: $10,640,721Liabilities 2019: $0Net Assets 2019: $10,640,7212019Assets 2020: $10,593,647Liabilities 2020: $0Net Assets 2020: $10,593,6472020Assets 2021: $10,913,907Liabilities 2021: $0Net Assets 2021: $10,913,9072021Assets 2022: $10,400,866Liabilities 2022: $0Net Assets 2022: $10,400,8662022Assets 2023: $9,907,597Liabilities 2023: $0Net Assets 2023: $9,907,5972023Assets 2024: $10,328,738Liabilities 2024: $0Net Assets 2024: $10,328,7382024

Highlighted filing

2024

Assets$10,328,738
Liabilities$0
Net Assets$10,328,738
Open 2024 Filing

Operations Trend

Revenue Growth98th percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2019: $916,657Expenses 2019: $669,326Net Income 2019: $247,3312019Revenue 2020: $603,509Expenses 2020: $650,583Net Income 2020: -$47,0742020Revenue 2021: $989,908Expenses 2021: $658,786Net Income 2021: $331,1222021Revenue 2022: $223,075Expenses 2022: $744,507Net Income 2022: -$521,4322022Revenue 2023: $172,791Expenses 2023: $665,938Net Income 2023: -$493,1472023Revenue 2024: $1,066,105Expenses 2024: $644,963Net Income 2024: $421,1422024

Highlighted filing

2024

Revenue$1,066,105
Expenses$644,963
Net Income$421,142
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
$10,328,738
Liabilities
$0
Net assets
$10,328,738
Revenue
$1,066,105
Expenses
$644,963
Net income
$421,142
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.3$0.00$10.3$1.07$0.64$0.42
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.91$0.00$9.91$0.17$0.67$0.49
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.4$0.00$10.4$0.22$0.74$0.52
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.9$0.00$10.9$0.99$0.66$0.33
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.6$0.00$10.6$0.60$0.65$0.05
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.6$0.00$10.6$0.92$0.67$0.25
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2019 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 13, 2020
Return Version
2019v5.0
Gross Receipts
$1,491,621
Mission and Program Overview

Mission

Grants are made according to Trsut agreement dated February 23,1976 .Keybank, as Trustee makes distributions to University Hospital andCase Western Reserve University to be used for the advancement ofof medical research. Under the Ohio Institutional Trust Funds Act of1999, the beneficiaries have chosen to receive the maximum of incomebased on the greater of 5% of AFV or traditional income. Keybankmaintains a responsiveness to the needs and activities of eachbeneficiary organization in the attainment of its mission. Pleasenote the charities have a right to remove the Trustee, and the Trusteehas the authority to amend the document to insure the continuation toqualify as a 509(a)3. Keybank maintains a responsiveness to the needs and activities of each beneficiary organization in the attainment of its mission.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$10,393,390$10,640,721▲ $247,331
Cap Stk Tr Prin Current Funds$10,393,390$10,640,721▲ $247,331
Total Assets$10,393,390$10,640,721▲ $247,331
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$10,393,390$10,640,721▲ $247,331
Total Liabilities and Net Assets / Fund Balance$10,393,390$10,640,721▲ $247,331

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$532,900--
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleBaseTotal
-Trustee$74,254$74,254
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$904,670
Other Revenue
$11,987
Change in Net Assets
$247,331
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$593,872
Salaries, Compensation, and Employee Benefits$74,254
Other Expenses$1,200
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$593,872--$593,872
Current Officers, Directors, Trustees, and Key Employees-$74,254-$74,254
Fees for Services Accounting-$1,000-$1,000
All Other Expenses-$200-$200
Total Functional Expenses$593,872$75,454$0$669,326
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University HospitalCleveland, OH170(b)(1)(a)-$381,289
Case Western Reserve UniversityCleveland, OH170(b)(1)a-$212,583
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 exists for the trust. Keybank N A has a corporate conflict of interst policy Section B policies Part VI, Line 14 The trust has no written document retention or destruction policy Keybank N A has a corproate document retention and destruction policy”

Part VI line 15 A and B

“Keybank is sole Trustee, is compensated as such, and makes all decisons with respect to the opeartion and administration of the trust Expalnation for Form 990, page 6, Part VI, Line 1a Keybank is Sole Trustee”

Part VI Line 11B

“All returns are thoroughly prepared and reviewed by our internal professional tax department”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1A

“KEYBANK IS SOLE TRUSTEE”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 10B

“n/a”

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

“n/a”

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
Cwru-severance & M Millikin Ta 20-0971082
EIN
34-6844730
Phone
2166897538
Address
4900 TIEDEMAN RDOH-01-49-0150, BROOKLYN, OH 44144-2302

Signing Officer

Name
Keybank Byp S Chmura
Title
SVP
Phone
2166897538
Signed
2020-05-13

Organization Details

Formed
1976
Legal Domicile
Oh
Voting Board Members
0
Independent Board Members
1
Employees
0
Supplemental Narrative

Additional Explanations

Line 14

“The trust has no written document retention or destructive policy. Key bank n.a. Has a corporate document retention and destruction policy”

Partvi Line 11

“All returns are thoroughly prepared and reviewed by our internal professional tax department”

Raw XML Appendix391 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/ActivityOrMissionDesc0Grants are made according to Trsut agreement dated February 23,1976 .Keybank, as Trustee makes distributions to University Hospital andCase Western Reserve University to be used for the advancement ofof medical research. Under the Ohio Institutional Trust Funds Act of1999, the beneficiaries have chosen to receive the maximum of incomebased on the greater of 5% of AFV or traditional income. Keybankmaintains a responsiveness to the needs and activities of eachbeneficiary organization in the attainment of its mission. Pleasenote the charities have a right to remove the Trustee, and the Trusteehas the authority to amend the document to insure the continuation toqualify as a 509(a)3. Keybank maintains a responsiveness to the needs and activities of each beneficiary organization in the attainment of its mission.
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IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04900 Tiedeman RdOh-001-49-015
IRS990/BooksInCareOfDetail/USAddress/CityNm0Brooklyn
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0441442302
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IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt010393390
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IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt074254
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt074254
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
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IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0593872
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IRS990/CYOtherRevenueAmt011987
IRS990/CYProgramServiceRevenueAmt00
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IRS990/CYTotalExpensesAmt0669326
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0916657
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
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IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
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IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0381289
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01000
IRS990/FeesForServicesAccountingGrp/TotalAmt01000
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
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IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt074254
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01976
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0742300
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantAmt0381289
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0593872
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0593872
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01317264
IRS990/GrossReceiptsAmt01491621
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt0172
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt0172
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0162198
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0162198
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt010393390
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt010640721
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0574964
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/ExclusionAmt011987
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt011987
IRS990/MissionDesc0Grants are made according to Trsut agreement dated February 23,1976 .Keybank, as Trustee makes distributions to University Hospital andCase Western Reserve University to be used for the advancement ofof medical research. Under the Ohio Institutional Trust Funds Act of1999, the beneficiaries have chosen to receive the maximum of incomebased on the greater of 5% of AFV or traditional income. Keybankmaintains a responsiveness to the needs and activities of eachbeneficiary organization in the attainment of its mission. Pleasenote the charities have a right to remove the Trustee, and the Trusteehas the authority to amend the document to insure the continuation toqualify as a 509(a)3. Keybank maintains a responsiveness to the needs and activities of each beneficiary organization in the attainment of its mission.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt010393390
IRS990/NetAssetsOrFundBalancesEOYAmt010640721
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0742300
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0742300
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0ohio attorney journal filing fee
IRS990/OtherRevenueTotalAmt011987
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0Keybank N A Trustee
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0Grants are made to Case Western Reserve University for Medical Researc
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0212583
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0212583
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0585466
IRS990/PYInvestmentIncomeAmt0505547
IRS990/PYOtherExpensesAmt03288
IRS990/PYRevenuesLessExpensesAmt0-160077
IRS990/PYSalariesCompEmpBnftPaidAmt076870
IRS990/PYTotalExpensesAmt0665624
IRS990/PYTotalRevenueAmt0505547
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0247331
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt0162371
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt075454
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt0162371
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt086917
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt00
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt0593872
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt0285739
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt0879611
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt0285739
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0593872
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00
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/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/ExplanationTxt0KEYBANK REPRESENTATIVES HAVE COMPLETED AN EXTENSIVE INTERNAL REVIEW OF SUPPORTING ORGANIZATION ACCOUNT. THIS WAS DONE IN CONCERT WITH IN HOUSE COUNSEL AND INDIVIDUAL DETERMINATIONS WERE MADEWITH 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 RELATINSHIP WITH UNIVERITY HOSPITALS AND CASE WESTERN RESERVE UNIVERSITY. THE SUPPORTED ORGANIZATIONS MAINTAIN A SIGNIFICANT VOICE AS THEY HAVE TE RIGHT O REMOVE THE TRUSTEE AND REPLACE WITH ANOTHER CORPORATE TRUSTEE. TRUSTEE HAS THE AUTHORITY TO AMEND THE DOCUMENTTO INSURE THE CONTINUATION OF 509 (a)3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3STATUS. THE SUPPORTED ORGANIZATION RECEIVE PERIODIC STATEMENTS REFLECTING ALL ACTIVITY IN THE TRUST REGARDING INCOME, EXPENSES, AND NVESTMENTS. KEYBANK WELCOMES THE INPUT OF THE SUPPORTED ORGANIZATIONS AS TO INVESTMENTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2LINE 8
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3LINE 8 CONTINUED
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt011526757
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt011526757
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0172901
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt011353856
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0397385
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt011526757
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0397385
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0341018922
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1341567805
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd13
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0212583
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1381289
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Case Western Reserve Univ
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1University Hospital
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0593872
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0132268
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt15992365
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt23983188
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3532900
IRS990ScheduleD/OtherSecuritiesGrp/Desc0KT Short Term Deposit Fund
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Charitable Multi Asset Fd
IRS990ScheduleD/OtherSecuritiesGrp/Desc2Case Western Reserve Univeristy
IRS990ScheduleD/OtherSecuritiesGrp/Desc3GLASFUNDS LTD CL A SER 3 MILLIKIN S
IRS990ScheduleD/OtherSecuritiesGrp/Desc4US DOLLAR CURRENCY
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4C
IRS990ScheduleD/TotalBookValueSecuritiesAmt010640721
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0212583
IRS990ScheduleI/RecipientTable/CashGrantAmt1381289
IRS990ScheduleI/RecipientTable/IRCSectionDesc0170(b)(1)a
IRS990ScheduleI/RecipientTable/IRCSectionDesc1170(b)(1)(a)
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Case Western Reserve University
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1University Hospital
IRS990ScheduleI/RecipientTable/RecipientEIN0341018992
IRS990ScheduleI/RecipientTable/RecipientEIN1341567805
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt011000 Cedar Avenue
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt12065 Adelbert Rd
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Cleveland
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Cleveland
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd044106
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1441062622
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Grants are made to 501(c)3 organizations that are named in the trust document. Our administravtive represetnatives are in periodic contact with representives 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 exists for the trust. Keybank N A has a corporate conflict of interst policy Section B policies Part VI, Line 14 The trust has no written document retention or destruction policy Keybank N A has a corproate document retention and destruction policy
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Keybank is sole Trustee, is compensated as such, and makes all decisons with respect to the opeartion and administration of the trust Expalnation for Form 990, page 6, Part VI, Line 1a Keybank is Sole Trustee
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUST HAS NO WRITTEN DOCUMENT RETENTION OR DESTRUCTIVE POLICY. KEY BANK N.A. HAS A CORPORATE DOCUMENT RETENTION AND DESTRUCTION POLICY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL RETURNS ARE THOROUGHLY PREPARED AND REVIEWED BY OUR INTERNAL PROFESSIONAL TAX DEPARTMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL RETURNS ARE THOROUGHLY PREPARED AND REVIEWED BY OUR INTERNAL PROFESSIONAL TAX DEPARTMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5KEYBANK IS SOLE TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6n/a
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7n/a
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Documents are available upon request by mail or by phone and delivered within 2 weeks of the request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI Line 12a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part VI line 15 A and B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PARTVI LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VI LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 10b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt010393390
IRS990/TotalAssetsEOYAmt010640721
IRS990/TotalAssetsGrp/BOYAmt010393390
IRS990/TotalAssetsGrp/EOYAmt010640721
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt075454
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0593872
IRS990/TotalFunctionalExpensesGrp/TotalAmt0669326
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt010393390
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt010640721
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0593872
IRS990/TotalReportableCompFromOrgAmt074254
IRS990/TotalRevenueGrp/ExclusionAmt0916657
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0916657
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt010393390
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt010640721
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KEYBANK BYP S CHMURA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SVP
ReturnHeader/BusinessOfficerGrp/PhoneNum02166897538
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CWRU-SEVERANCE & M MILLIKIN TA 20-0971082
ReturnHeader/Filer/BusinessNameControlTxt0MILL
ReturnHeader/Filer/EIN0346844730
ReturnHeader/Filer/PhoneNum02166897538
ReturnHeader/Filer/USAddress/AddressLine1Txt04900 TIEDEMAN RDOH-01-49-0150
ReturnHeader/Filer/USAddress/CityNm0BROOKLYN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0441442302
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId066B4304C5915160B49B43B636F51D6D8B2DBE0F8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId046BA3697E4B0FF363293E6529D654706B605259A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0165.225.0.208
ReturnHeader/ReturnTs02020-05-19T15:00:22-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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