Civic Intelligence

William R Daniels Memorial Fund

EIN 34-6857570 • 501(c)3 • Brooklyn, OH

Profile

Grants are made according to trust agreeement dated December 18, 1967,as amended. Keybank, as trustee, makes distributions as follows: 50%to Lakewood United Methodist Church, 30% to The Three Arches Foundation, FKA Lakewood Hospital, 10%to Lakewood Kiwanis, 5% to Lakewood Christian Church, and 5% to theBeck Center. Under the Ohio Institutional Trust Funds Act of 1999, thebeneficiaries have chosen to receive the maximum of income based onthe greater of 5% of AFV or traditional income. Keybank maintains aresponsiveness to the needs and activities of each beneficiaryorganization in the attainment of its mission. Please note thecharities have a right to remove the Trustee, the authority to appointco-trustees, and the Trustee has the authority to amend the documentto insure the continuation to qualify as a 509(a)3.

4900 Tiedeman Road Oh-01-49-0381Brooklyn, OH 44144

n/A

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

10th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

69th percentile

15%

Higher net margin than 69% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

30th percentile

$74,340

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 9.2% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

43rd percentile

1.8%

Faster asset growth than 43% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

59th percentile

12%

Faster revenue growth than 59% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$7,424,136

Up $132,631 (+1.8%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$7,424,136

Up $132,631 (+1.8%) from 2024

Operations
Liabilities / Revenue10th percentileNet Margin69th percentile

Revenue

Up

$808,220

Up $86,163 (+12%) from 2024

Expenses

Up

$684,497

Up $44,520 (+7.0%) from 2024

Net Income

Up

$123,723

Up $41,643 (+51%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2020: $7,632,628Liabilities 2020: $0Net Assets 2020: $7,632,6282020Assets 2021: $7,513,486Liabilities 2021: $0Net Assets 2021: $7,513,4862021Assets 2022: $7,589,186Liabilities 2022: $0Net Assets 2022: $7,589,1862022Assets 2023: $7,208,899Liabilities 2023: $0Net Assets 2023: $7,208,8992023Assets 2024: $7,291,505Liabilities 2024: $0Net Assets 2024: $7,291,5052024Assets 2025: $7,424,136Liabilities 2025: $0Net Assets 2025: $7,424,1362025

Highlighted filing

2025

Assets$7,424,136
Liabilities$0
Net Assets$7,424,136
Open 2025 Filing

Operations Trend

Revenue Growth59th percentile

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

$1.0M$500K$0-$500KRevenue 2020: $640,647Expenses 2020: $614,530Net Income 2020: $26,1172020Revenue 2021: $514,049Expenses 2021: $634,783Net Income 2021: -$120,7342021Revenue 2022: $782,305Expenses 2022: $706,906Net Income 2022: $75,3992022Revenue 2023: $332,380Expenses 2023: $712,673Net Income 2023: -$380,2932023Revenue 2024: $722,057Expenses 2024: $639,977Net Income 2024: $82,0802024Revenue 2025: $808,220Expenses 2025: $684,497Net Income 2025: $123,7232025

Highlighted filing

2025

Revenue$808,220
Expenses$684,497
Net Income$123,723
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$7,424,136
Liabilities
$0
Net assets
$7,424,136
Revenue
$808,220
Expenses
$684,497
Net income
$123,723
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.42$0.00$7.42$0.81$0.68$0.12
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.29$0.00$7.29$0.72$0.64$0.08
2023Detailed filing. Detailed filing data is available for this year.$7.21$0.00$7.21$0.33$0.71$0.38
2022Detailed filing. Detailed filing data is available for this year.$7.59$0.00$7.59$0.78$0.71$0.08
2021Detailed filing. Detailed filing data is available for this year.$7.51$0.00$7.51$0.51$0.63$0.12
2020Detailed filing. Detailed filing data is available for this year.$7.63$0.00$7.63$0.64$0.61$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 5, 2025
Return Version
2024v5.2
Gross Receipts
$2,829,868
Mission and Program Overview

Mission

Grants are made according to trust agreeement dated December 18, 1967,as amended. Keybank, as trustee, makes distributions as follows: 50%to Lakewood United Methodist Church, 30% to The Three Arches Foundation, FKA Lakewood Hospital, 10%to Lakewood Kiwanis, 5% to Lakewood Christian Church, and 5% to theBeck Center. Under the Ohio Institutional Trust Funds Act of 1999, thebeneficiaries have chosen to receive the maximum of income based onthe greater of 5% of AFV or traditional income. Keybank maintains aresponsiveness to the needs and activities of each beneficiaryorganization in the attainment of its mission. Please note thecharities have a right to remove the Trustee, the authority to appointco-trustees, and the Trustee has the authority to amend the documentto insure the continuation to qualify as a 509(a)3.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$7,291,505$7,424,136▲ $132,631
Investments in Publicly Traded Securities$6,954,549$7,274,638▲ $320,089
Savings and Temporary Cash Investments$336,956$149,498▼ $187,458
Total Assets$7,291,505$7,424,136▲ $132,631
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,291,505$7,424,136▲ $132,631
Total Liabilities and Net Assets / Fund Balance$7,291,505$7,424,136▲ $132,631
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleBaseTotal
-Trustee$74,340$74,340
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$808,220
Other Revenue
$0
Change in Net Assets
$123,723
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$608,588
Salaries, Compensation, and Employee Benefits$74,340
Other Expenses$1,569
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$608,588--$608,588
Current Officers, Directors, Trustees, and Key Employees-$74,340-$74,340
Fees for Services Accounting-$1,050-$1,050
All Other Expenses-$519-$519
Total Functional Expenses$608,588$75,909$0$684,497
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lakewood United Methodist ChurchLakewood, OH170(b)(1)(A)Grants to be used for the exempt purpose of the church.$311,932
Healthy Lakewood FoundationCleveland, OH170(b)(1)(A)(vi)Grants to be used for the exempt purpose of the foundation$95,071
The Three Arches Foundation FKA Lakewood Hospital FoundationLakewood, OH170(b)(1)(A)Grants to be used for exempt purpose of the foundation.$95,071
Lakewood KiwanisLakewood, OH170(b)(1)(A)Grants made for William R Daniel Fdn.$68,473
Beck CenterLakewood, OH170(b)(1)(A)Grants to be used for the exempt purpose of the charity.$38,041
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
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI Line 12A

“No conflict of interest policy exists for the trust. Keybank N A has a corporate conflict of interest policy.”

Part VI Line 14

“The trust has no written document retention or destruction policy. Keybank N A has a corporate document retention and destruction policy.”

Part VI, Line 15 A and B

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

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

“Keybank is sole Trustee.”

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

“All returns are prepared and thoroughly reviewed by our tax vendor and/or internal professional tax department.”

Form 990, Page 6, Part VI, Line 19

“Documents are available upon request by mail or by phone and delivered within 2 weeks of the request.”

Filing and Contact Details

Filer

Filer Name
William R Daniels Memorial Fund
EIN
34-6857570
Phone
2166895818
Address
4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144

Signing Officer

Name
Keybank by Joseph Velkos
Title
Vice President
Phone
2166895818
Signed
2025-11-05
Discuss with paid preparer
Yes

Organization Details

Formed
1967
Legal Domicile
Oh
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Pwc US Tax Llp
Address
4300 E CAMELBACK ROAD STE 475, PHOENIX, AZ 85018
Preparer
Jeffrey E Kuhlin
Phone
4123556000
Supplemental Narrative

Additional Explanations

EXPLANATION FOR FORM 990, PAGE 2, PART III, LINE 4D

“Grants made to HEALTHY LAKEWOOD FOUNDATION and Beck Center”

Explanation for Form 990, Part XI, Line 9

“Py pending sales adj, cy poai adj, py poai adj, cost basis adjustment”

Raw XML AppendixShowing 400 of 435 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.

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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 accounts. This was done in concert with in-house counsel and individual determinations were made with 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 relationship with all of the supported organizations. The supported organizations maintain a significant voice as they have the right to remove the Trustee and replace with another corporate Trustee. The Trustee has the authority to amend the document to insure the continuation of 509(a)(3) status. The
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3supported organizations receive periodic statements reflecting all activity in the trust regarding income, expenses, and investments. 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/CurrentYearAmt012892948
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt011998198
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt05228
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt012892948
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt011992970
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0193394
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0179973
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt012699554
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt011818225
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0444484
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0413638
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt012892948
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt011998198
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0444484
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0413638
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt05
IRS990ScheduleA/SupportedOrganizationsTotalCnt05
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0340720557
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1346519834
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2346571607
IRS990ScheduleA/SupportedOrgInformationGrp/EIN3346001636
IRS990ScheduleA/SupportedOrgInformationGrp/EIN4832537125
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd2true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd3true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd4true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd13
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd210
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd37
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd47
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt40
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0311932
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt195071
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt268473
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt338041
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt495071
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0LAKEWOOD UNITED METHODIST
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1THREE ARCHES FOUNDATION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2LAKEWOOD KIWANIS
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3BECK CENTER
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt4HEALTHY LAKEWOOD FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0608588
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0311932
IRS990ScheduleI/RecipientTable/CashGrantAmt195071
IRS990ScheduleI/RecipientTable/CashGrantAmt268473
IRS990ScheduleI/RecipientTable/CashGrantAmt338041
IRS990ScheduleI/RecipientTable/CashGrantAmt495071
IRS990ScheduleI/RecipientTable/IRCSectionDesc0170(b)(1)(A)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1170(b)(1)(A)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2170(b)(1)(A)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3170(b)(1)(A)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4170(b)(1)(A)(vi)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Grants to be used for the exempt purpose of the church.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Grants to be used for exempt purpose of the foundation.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Grants made for William R Daniel Fdn.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3Grants to be used for the exempt purpose of the charity.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4Grants to be used for the exempt purpose of the foundation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Lakewood United Methodist Church
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1The Three Arches Foundation FKA Lakewood Hospital Foundation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Lakewood Kiwanis
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3Beck Center
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4Healthy Lakewood Foundation
IRS990ScheduleI/RecipientTable/RecipientEIN0340720557
IRS990ScheduleI/RecipientTable/RecipientEIN1346519834
IRS990ScheduleI/RecipientTable/RecipientEIN2346571607
IRS990ScheduleI/RecipientTable/RecipientEIN3346001636
IRS990ScheduleI/RecipientTable/RecipientEIN4832537125
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt015700 Detroit Ave
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt114601 Detroit Avenue Ste 240
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2PO Box 770405
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt317801 Detroit Ave
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt41375 E 9th Street
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Lakewood
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Lakewood
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Lakewood
IRS990ScheduleI/RecipientTable/USAddress/CityNm3Lakewood
IRS990ScheduleI/RecipientTable/USAddress/CityNm4Cleveland
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd044107
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd144107
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd244107
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd344107
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd444144
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Grants are made to 501(c)3 organizations that are named in the trust document. Our administrative representatives are in periodic contact with representatives of the charities in order to be in compliance with the trust provisions.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No conflict of interest policy exists for the trust. Keybank N A has a corporate conflict of interest policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The trust has no written document retention or destruction policy. Keybank N A has a corporate document retention and destruction policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Keybank is sole Trustee, is compensated as such, and makes all decisions with respect to the operation and administration of the trust.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Grants made to HEALTHY LAKEWOOD FOUNDATION and Beck Center
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Keybank is sole Trustee.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALL RETURNS ARE PREPARED AND THOROUGHLY REVIEWED BY OUR TAX VENDOR AND/OR INTERNAL PROFESSIONAL TAX DEPARTMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Documents are available upon request by mail or by phone and delivered within 2 weeks of the request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PY PENDING SALES ADJ, CY POAI ADJ, PY POAI ADJ, COST BASIS ADJUSTMENT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI Line 12a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part VI Line 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part VI, Line 15 a and b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 2, PART III, LINE 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt07291505
IRS990/TotalAssetsEOYAmt07424136
IRS990/TotalAssetsGrp/BOYAmt07291505
IRS990/TotalAssetsGrp/EOYAmt07424136
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt075909
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0608588
IRS990/TotalFunctionalExpensesGrp/TotalAmt0684497
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07291505
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07424136
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt0133112
IRS990/TotalOtherProgSrvcGrantAmt0133112
IRS990/TotalProgramServiceExpensesAmt0608588
IRS990/TotalReportableCompFromOrgAmt074340
IRS990/TotalRevenueGrp/ExclusionAmt0808220
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0808220
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07291505
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07424136
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false

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