Liabilities / Assets
4th percentile
Tied with the lowest-debt nonprofits in its peer group.
990 • Fiscal year 2019 • EIN 34-6844730
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
4th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
5th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
83rd percentile
Higher net margin than 83% of similar nonprofits.
Top Officer Pay
17th percentile
Higher top officer pay than 17% of similar nonprofits.
Top officer pay equals 8.1% of source-year revenue.
Asset Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Assets
$10,640,721
No earlier filing loaded for comparison.
Net Assets
$10,640,721
No earlier filing loaded for comparison.
Liabilities
$0
No earlier filing loaded for comparison.
Revenue
$916,657
No earlier filing loaded for comparison.
Expenses
$669,326
No earlier filing loaded for comparison.
Net Income
$247,331
No earlier filing loaded for comparison.
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.
| Line | Beginning | End | Change |
|---|---|---|---|
| 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 | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Securities | $532,900 | - | - |
| Name | Title | Base | Total |
|---|---|---|---|
| - | Trustee | $74,254 | $74,254 |
| Line Item | Amount |
|---|---|
| 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 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| 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 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| University Hospital | Cleveland, OH | 170(b)(1)(a) | - | $381,289 |
| Case Western Reserve University | Cleveland, OH | 170(b)(1)a | - | $212,583 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“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”
“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”
“All returns are thoroughly prepared and reviewed by our internal professional tax department”
“KEYBANK IS SOLE TRUSTEE”
“n/a”
“n/a”
“Documents are available upon request by mail or by phone and delivered within 2 weeks of the request”
“The trust has no written document retention or destructive policy. Key bank n.a. Has a corporate document retention and destruction policy”
“All returns are thoroughly prepared and reviewed by our internal professional tax department”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | false |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | 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. |
| IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt | 0 | 200 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 200 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | Keybank N A |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 2168134573 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 4900 Tiedeman RdOh-001-49-015 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | Brooklyn |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OH |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 441442302 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | false |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 10393390 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 10640721 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 74254 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 74254 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | false |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConflictOfInterestPolicyInd | 0 | false |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 593872 |
| IRS990/CYInvestmentIncomeAmt | 0 | 904670 |
| IRS990/CYOtherExpensesAmt | 0 | 1200 |
| IRS990/CYOtherRevenueAmt | 0 | 11987 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 247331 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 74254 |
| IRS990/CYTotalExpensesAmt | 0 | 669326 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 916657 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/Desc | 0 | grants are made to University Hospital for the medical research |
| IRS990/DescribedInSection501c3Ind | 0 | true |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | false |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/ExpenseAmt | 0 | 381289 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 1000 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 1000 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form8282PropertyDisposedOfInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.0 |
| IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt | 0 | Keybank N A |
| IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 74254 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | Trustee |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/FormationYr | 0 | 1976 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | false |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 742300 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 0 |
| IRS990/GrantAmt | 0 | 381289 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 593872 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 593872 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | true |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 1317264 |
| IRS990/GrossReceiptsAmt | 0 | 1491621 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt | 0 | 172 |
| IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt | 0 | 172 |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 1 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIInd | 0 | X |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 162198 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 162198 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 10393390 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 10640721 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | OH |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 574964 |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingCashInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MiscellaneousRevenueGrp/ExclusionAmt | 0 | 11987 |
| IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt | 0 | 11987 |
| IRS990/MissionDesc | 0 | 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. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 10393390 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 10640721 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 742300 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 742300 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990/OtherExpensesGrp/Desc | 0 | ohio attorney journal filing fee |
| IRS990/OtherRevenueTotalAmt | 0 | 11987 |
| IRS990/OtherWebsiteInd | 0 | X |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt | 0 | Keybank N A Trustee |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | Grants are made to Case Western Reserve University for Medical Researc |
| IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt | 0 | 212583 |
| IRS990/ProgSrvcAccomActy2Grp/GrantAmt | 0 | 212583 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 585466 |
| IRS990/PYInvestmentIncomeAmt | 0 | 505547 |
| IRS990/PYOtherExpensesAmt | 0 | 3288 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -160077 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 76870 |
| IRS990/PYTotalExpensesAmt | 0 | 665624 |
| IRS990/PYTotalRevenueAmt | 0 | 505547 |
| IRS990/QuidProQuoContributionsInd | 0 | false |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 247331 |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | true |
| IRS990/ReportLandBuildingEquipmentInd | 0 | false |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt | 0 | 162371 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt | 0 | 0 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt | 0 | 0 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt | 0 | 0 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt | 0 | 75454 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt | 0 | 0 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt | 0 | 162371 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt | 0 | 0 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt | 0 | 0 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt | 0 | 0 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt | 0 | 86917 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt | 0 | 0 |
| IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt | 0 | 0 |
| IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt | 0 | 0 |
| IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt | 0 | 0 |
| IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt | 0 | 0 |
| IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt | 0 | 0 |
| IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt | 0 | 593872 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt | 0 | 593872 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt | 0 | 285739 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt | 0 | 285739 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt | 0 | 879611 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt | 0 | 593872 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt | 0 | 285739 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt | 0 | 285739 |
| IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt | 0 | 0 |
| IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt | 0 | 0 |
| IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt | 0 | 593872 |
| IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt | 0 | 0 |
| IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt | 0 | 0 |
| IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt | 0 | 0 |
| IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt | 0 | 593872 |
| IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt | 0 | 0 |
| IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt | 0 | 593872 |
| IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt | 0 | 0 |
| IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd | 0 | true |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd | 0 | false |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd | 0 | false |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd | 0 | true |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd | 0 | true |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | KEYBANK REPRESENTATIVES HAVE COMPLETED AN EXTENSIVE INTERNAL REVIEW OF SUPPORTING ORGANIZATION 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/ExplanationTxt | 1 | KEYBANK, AS TRUSTEE WELCOMES THE INPUT OF THE CHARITABLE BENEFICIARIES AS TO INVESTMENTS |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 2 | KEYBANK 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/ExplanationTxt | 3 | STATUS. 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/FormAndLineReferenceDesc | 0 | LINE 2 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 1 | LINE 3 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 2 | LINE 8 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 3 | LINE 8 CONTINUED |
| IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt | 0 | 0 |
| IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt | 0 | 11526757 |
| IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt | 0 | 0 |
| IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt | 0 | 0 |
| IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt | 0 | 11526757 |
| IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt | 0 | 0 |
| IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt | 0 | 172901 |
| IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt | 0 | 0 |
| IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt | 0 | 0 |
| IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt | 0 | 0 |
| IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt | 0 | 11353856 |
| IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt | 0 | 0 |
| IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt | 0 | 397385 |
| IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt | 0 | 0 |
| IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt | 0 | 0 |
| IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt | 0 | 11526757 |
| IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt | 0 | 0 |
| IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt | 0 | 397385 |
| IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt | 0 | 0 |
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| IRS990ScheduleA/SupportedOrganizationsTotalCnt | 0 | 2 |
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| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 1 | 341567805 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 0 | true |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 1 | true |
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| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 1 | 3 |
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| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 1 | 0 |
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| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 1 | 381289 |
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| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 1 | University Hospital |
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| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 3 | 532900 |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 0 | KT Short Term Deposit Fund |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 1 | Charitable Multi Asset Fd |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 2 | Case Western Reserve Univeristy |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 3 | GLASFUNDS LTD CL A SER 3 MILLIKIN S |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 4 | US DOLLAR CURRENCY |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 0 | C |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 1 | C |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 2 | C |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 3 | C |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 4 | C |
| IRS990ScheduleD/TotalBookValueSecuritiesAmt | 0 | 10640721 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | true |
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| IRS990ScheduleI/RecipientTable/CashGrantAmt | 1 | 381289 |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 0 | 170(b)(1)a |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 1 | 170(b)(1)(a) |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 0 | Case Western Reserve University |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 1 | University Hospital |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 0 | 341018992 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 1 | 341567805 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 0 | 11000 Cedar Avenue |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 1 | 2065 Adelbert Rd |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 0 | Cleveland |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 1 | Cleveland |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 0 | OH |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 1 | OH |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 0 | 44106 |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 1 | 441062622 |
| IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt | 0 | Grants 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/FormAndLineReferenceDesc | 0 | EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | No Conflict of interest 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/ExplanationTxt | 1 | 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 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE TRUST HAS NO WRITTEN DOCUMENT RETENTION OR DESTRUCTIVE POLICY. KEY BANK N.A. HAS A CORPORATE DOCUMENT RETENTION AND DESTRUCTION POLICY |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | ALL RETURNS ARE THOROUGHLY PREPARED AND REVIEWED BY OUR INTERNAL PROFESSIONAL TAX DEPARTMENT |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | ALL RETURNS ARE THOROUGHLY PREPARED AND REVIEWED BY OUR INTERNAL PROFESSIONAL TAX DEPARTMENT |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | KEYBANK IS SOLE TRUSTEE |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | n/a |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | n/a |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | Documents are available upon request by mail or by phone and delivered within 2 weeks of the request |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Part VI Line 12a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Part VI line 15 A and B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | LINE 14 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | PARTVI LINE 11 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | PART VI LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 10b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | FORM 990, PAGE 6, PART VI, LINE 19 |
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| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
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| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | false |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
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| IRS990/TotalAssetsGrp/EOYAmt | 0 | 10640721 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 75454 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 593872 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 669326 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 10393390 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 10640721 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 593872 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 74254 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 916657 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 916657 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 10393390 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 10640721 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/UponRequestInd | 0 | X |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 0 |
| IRS990/VotingMembersIndependentCnt | 0 | 1 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | false |
| ReturnHeader/BuildTS | 0 | 2020-04-17 16:48:07Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | KEYBANK BYP S CHMURA |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | SVP |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2166897538 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2020-05-13 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | CWRU-SEVERANCE & M MILLIKIN TA 20-0971082 |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | MILL |
| ReturnHeader/Filer/EIN | 0 | 346844730 |
| ReturnHeader/Filer/PhoneNum | 0 | 2166897538 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 4900 TIEDEMAN RDOH-01-49-0150 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | BROOKLYN |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | OH |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 441442302 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 66B4304C5915160B49B43B636F51D6D8B2DBE0F8 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 46BA3697E4B0FF363293E6529D654706B605259A |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 165.225.0.208 |
| ReturnHeader/ReturnTs | 0 | 2020-05-19T15:00:22-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2019-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2019-12-31 |
| ReturnHeader/TaxYr | 0 | 2019 |
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Displayed year
2019 • Form 990Detailed filing. Detailed filing data is available for this year.