Civic Intelligence

Holden Arboretum Trust

EIN 34-6919291 • 501(c)3 • Brooklyn, OH

Profile

Grants are paid according to Trust Agreement dated December 29, 1987, between the Holden Arboretum and Keybank, N.A., as Trustee. The trust shall be organized and operated exclusively for charitable, educational, and scientific purposes by distributing its net income to or for the exclusive benefit of, to perform the functions of, or to carry out the charitable, educational, and scientific purposes of the Arboretum. Keybank maintains a responsiveness to the needs and activities of the beneficiary organization in the attainment of its mission.

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

3rd percentile

0.00x

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

501(c)3 • $50M-$100M nonprofits • Source year 2025

Liabilities / Revenue

4th percentile

0.00x

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

501(c)3 • $50M-$100M nonprofits • Source year 2025

Net Margin

93rd percentile

62%

Higher net margin than 93% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2025

Top Officer Pay

41st percentile

$309,323

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

501(c)3 • $50M-$100M nonprofits • Source year 2025

Asset Growth

74th percentile

13%

Faster asset growth than 74% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2024 to 2025

Revenue Growth

96th percentile

201%

Faster revenue growth than 96% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets3rd percentile

Assets

Up

$76,745,535

Up $8,947,620 (+13%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$76,745,535

Up $8,947,620 (+13%) from 2024

Operations
Liabilities / Revenue4th percentileNet Margin93rd percentile

Revenue

Up

$14,425,652

Up $9,630,665 (+201%) from 2024

Expenses

Up

$5,409,865

Up $412,142 (+8.2%) from 2024

Net Income

Up

$9,015,787

Up $9,218,523 (+4547%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth74th percentile

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

$80M$60M$40M$20M$0Assets 2019: $73,966,527Liabilities 2019: $0Net Assets 2019: $73,966,5272019Assets 2020: $70,979,176Liabilities 2020: $0Net Assets 2020: $70,979,1762020Assets 2021: $69,449,296Liabilities 2021: $0Net Assets 2021: $69,449,2962021Assets 2022: $70,540,492Liabilities 2022: $0Net Assets 2022: $70,540,4922022Assets 2023: $67,972,915Liabilities 2023: $0Net Assets 2023: $67,972,9152023Assets 2024: $67,797,915Liabilities 2024: $0Net Assets 2024: $67,797,9152024Assets 2025: $76,745,535Liabilities 2025: $0Net Assets 2025: $76,745,5352025

Highlighted filing

2025

Assets$76,745,535
Liabilities$0
Net Assets$76,745,535
Open 2025 Filing

Operations Trend

Revenue Growth96th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2019: $6,725,079Expenses 2019: $5,079,721Net Income 2019: $1,645,3582019Revenue 2020: $2,444,577Expenses 2020: $4,804,673Net Income 2020: -$2,360,0962020Revenue 2021: $4,287,031Expenses 2021: $5,303,782Net Income 2021: -$1,016,7512021Revenue 2022: $5,957,269Expenses 2022: $5,373,653Net Income 2022: $583,6162022Revenue 2023: $3,501,314Expenses 2023: $5,392,714Net Income 2023: -$1,891,4002023Revenue 2024: $4,794,987Expenses 2024: $4,997,723Net Income 2024: -$202,7362024Revenue 2025: $14,425,652Expenses 2025: $5,409,865Net Income 2025: $9,015,7872025

Highlighted filing

2025

Revenue$14,425,652
Expenses$5,409,865
Net Income$9,015,787
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$76,745,535
Liabilities
$0
Net assets
$76,745,535
Revenue
$14,425,652
Expenses
$5,409,865
Net income
$9,015,787
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$76.7$0.00$76.7$14.4$5.41$9.02
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$67.8$0.00$67.8$4.79$5.00$0.20
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$68.0$0.00$68.0$3.50$5.39$1.89
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$70.5$0.00$70.5$5.96$5.37$0.58
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$69.4$0.00$69.4$4.29$5.30$1.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$71.0$0.00$71.0$2.44$4.80$2.36
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$74.0$0.00$74.0$6.73$5.08$1.65
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Feb 3, 2026
Return Version
2024v5.2
Gross Receipts
$20,445,077
Mission and Program Overview

Mission

Grants are paid according to Trust Agreement dated December 29, 1987,between the Holden Arboretum and Keybank, N.A., as Trustee. The trust shall be organized and operated exclusively for charitable, educational, and scientific purposes by distributing its net income to or for the exclusive benefit of, to perform the functions of, or to carry out the charitable, educational, and scientific purposes of the Arboretum. Keybank maintains a responsiveness to the needs and activities of the beneficiary organization in the attainment of its mission.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$67,797,915$76,745,535▲ $8,947,620
Investments Other Securities$37,250,761$51,451,146▲ $14,200,385
Investments in Publicly Traded Securities$30,547,154$25,294,389▼ $5,252,765
Total Assets$67,797,915$76,745,535▲ $8,947,620
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$67,797,915$76,745,535▲ $8,947,620
Total Liabilities and Net Assets / Fund Balance$67,797,915$76,745,535▲ $8,947,620

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$5,000,000--
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Keybank National AssociationTrusteePT$309,323$309,323
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$13,558,921
Other Revenue
$866,731
Change in Net Assets
$9,015,787
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$5,080,476
Salaries, Compensation, and Employee Benefits$309,323
Other Expenses$20,066
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$5,080,476--$5,080,476
Current Officers, Directors, Trustees, and Key Employees-$309,323-$309,323
All Other Expenses-$19,016-$19,016
Fees for Services Accounting-$1,050-$1,050
Total Functional Expenses$5,080,476$329,389$0$5,409,865
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Holden ArboretumKirtland, OH170(b)(1)(A)For Scientific and Educational Use$5,080,476
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, SEC B, LINE 12A

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

Part VI, Sec B, Line14

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

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

“Keybank national association 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 15A

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

FORM 990, PAGE 6, PART VI, LINE 15B

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

Form 990, Page 6, Part VI, Line 18

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

Form 990, Page 6, Part VI, Line 19

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

Filing and Contact Details

Filer

Filer Name
Holden Arboretum Trust
EIN
34-6919291
Phone
2166897663
Address
4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144

Signing Officer

Name
Keybank by Joseph Velkos
Title
Vice President
Phone
2166897663
Signed
2026-02-03
Discuss with paid preparer
Yes

Organization Details

Formed
1987
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, Part XI, Line 9

“Adjustment to cost to reflect Schedule K-1 information from various partnerships held in trust which report on a calendar year end. Trust is on a September fiscal year end.”

Raw XML Appendix370 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/GrantsToOrganizationsInd0true
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IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt018926967
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IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
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IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
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IRS990/LoanOutstandingInd0false
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IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
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IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt077851
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IRS990ScheduleD/OtherSecuritiesGrp/Desc6BLUE OWL GP STAKES II OFFSHORE INV
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IRS990ScheduleD/OtherSecuritiesGrp/Desc9HIG WHITEHORSE PRINCIPAL LENDING OF
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IRS990ScheduleD/OtherSecuritiesGrp/Desc12HIG WHIITEHORSE EQUITY SIDECAR
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IRS990ScheduleD/OtherSecuritiesGrp/Desc19CARLYLE PRIV EQTY ACCESS BLOCKER FD
IRS990ScheduleD/OtherSecuritiesGrp/Desc20CHARITABLE CORE FIXED INCOME FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc21WHITESPRUCE FUND LP
IRS990ScheduleD/OtherSecuritiesGrp/Desc22ALEUTIAN FUND LTD HEDGE FD SER 3
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IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd10C
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IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd13C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd14C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd15C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd16C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd17C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd18C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd19C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd20C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd21C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd22C
IRS990ScheduleD/TotalBookValueSecuritiesAmt051451146
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt05080476
IRS990ScheduleI/RecipientTable/IRCSectionDesc0170(b)(1)(A)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FOR SCIENTIFIC AND EDUCATIONAL USE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0HOLDEN ARBORETUM
IRS990ScheduleI/RecipientTable/RecipientEIN0340750346
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt09500 SPERRY ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0KIRTLAND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd044094
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Grants are made to the Holden Arboretum as named in the trust document. Our administrative representatives are in periodic contact with representatives of the charity in order to be in compliance with the trust provisions.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990ScheduleI/Total501c3OrgCnt01
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 NATIONAL ASSOCIATION IS SOLE TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL RETURNS ARE PREPARED AND THOROUGHLY REVIEWED BY OUR TAX VENDOR AND/OR INTERNAL PROFESSIONAL TAX DEPARTMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4KEYBANK IS SOLE TRUSTEE, IS COMPENSATED AS SUCH, AND MAKES ALL DECISIONS WITH RESPECT TO THE OPERATION AND ADMINISTRATION OF THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5KEYBANK IS SOLE TRUSTEE, IS COMPENSATED AS SUCH, AND MAKES ALL DECISIONS WITH RESPECT TO THE OPERATION AND ADMINISTRATION OF THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DOCUMENTS ARE AVAILABLE UPON REQUEST BY MAIL OR BY PHONE AND DELIVERED WITHIN TWO WEEKS OF THE REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DOCUMENTS ARE AVAILABLE UPON REQUEST BY MAIL OR BY PHONE AND DELIVERED WITHIN TWO WEEKS OF THE REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Adjustment to cost to reflect Schedule K-1 information from various partnerships held in trust which report on a calendar year end. Trust is on a September fiscal year end.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, SEC B, LINE 12a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, SEC B, LINE14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0329389
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt05080476
IRS990/TotalFunctionalExpensesGrp/TotalAmt05409865
IRS990/TotalGrossUBIAmt077851
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt067797915
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt076745535
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt05080476
IRS990/TotalReportableCompFromOrgAmt0309323
IRS990/TotalRevenueGrp/ExclusionAmt014347801
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt014425652
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt077851
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt067797915
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt076745535
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEYBANK BY JOSEPH VELKOS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02166897663
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOLDEN ARBORETUM TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HOLD
ReturnHeader/Filer/EIN0346919291
ReturnHeader/Filer/PhoneNum02166897663
ReturnHeader/Filer/USAddress/AddressLine1Txt04900 TIEDEMAN ROAD OH-01-49-0381
ReturnHeader/Filer/USAddress/CityNm0BROOKLYN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044144
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04300 E CAMELBACK ROAD STE 475
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085018
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY E KUHLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-02-12T11:01:26-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-10-01
ReturnHeader/TaxPeriodEndDt02025-09-30
ReturnHeader/TaxYr02024

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