Civic Intelligence

Cwru-Severance & M Millikin Ta 20-0971082

990T • Fiscal year 2022 • EIN 34-6844730

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 07, 2023

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

(216) 813-4560

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Balance Sheet

Assets

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No earlier filing loaded for comparison.

Net Assets

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No earlier filing loaded for comparison.

Liabilities

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No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

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No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

Net Income

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No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$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

Latest loaded filing

2024

Assets$10,328,738
Liabilities$0
Net Assets$10,328,738

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

Latest loaded filing

2024

Revenue$1,066,105
Expenses$644,963
Net Income$421,142
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 7, 2023
Return Version
2022v7.0
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.

Filing and Contact Details

Filer

Filer Name
Cwru-severance & M Millikin Ta
EIN
34-6844730
Phone
2168134560
Address
4900 Tiedeman Rd MCOH-01-49-0150, Brooklyn, OH 44144

Signing Officer

Name
Edward F Kilbane
Title
Tax Officer
Phone
2168134560
Signed
2023-11-07
Raw XML Appendix78 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
IRS990T/BalanceDueAmt099
IRS990T/BooksInCareOfDetail/PersonNm0KEYBANK NATIONAL ASSOCIATION
IRS990T/BooksInCareOfDetail/PhoneNum02168134560
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt04900 TIEDEMAN RD MCOH-01-49-0150
IRS990T/BooksInCareOfDetail/USAddress/CityNm0BROOKLYN
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd0441442302
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NameChangeInd0X
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherIncomeAmt01986
IRS990TScheduleA/PrincipalBusinessActivityCd0525990
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt01986
IRS990TScheduleA/TotUnrltTrdBusIncmAmt01986
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0FLOW THROUGH INCOME/LOSS FROM PARTNERSHIP INVESTMENTS
IRS990TScheduleA/UBIBeforeNOLDedAmt01986
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt01986
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableTrustAmt099
IRS990T/TaxLessCreditsAmt099
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt099
IRS990T/TotalTaxComputationAmt099
IRS990T/TotalUBTIAmt0986
IRS990T/TotalUBTIBeforeNOLSpecificAmt01986
IRS990T/TotalUBTIBeforeSection199AAmt01986
IRS990T/TotalUBTIComputedAmt01986
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0EDWARD F KILBANE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TAX OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02168134560
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CWRU-SEVERANCE & M MILLIKIN TA
ReturnHeader/Filer/BusinessNameControlTxt0CWRU
ReturnHeader/Filer/EIN0346844730
ReturnHeader/Filer/PhoneNum02168134560
ReturnHeader/Filer/USAddress/AddressLine1Txt04900 Tiedeman Rd MCOH-01-49-0150
ReturnHeader/Filer/USAddress/CityNm0Brooklyn
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044144
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/ReturnTs02023-11-09T10:17:14-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0EDWARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KILBANE
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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