Civic Intelligence

Clarence & Genevive Swallen Missionary Endowed Scholarship

EIN 34-6923805 • 501(c)3 • Brooklyn, OH

Pub. 78 Eligible

Profile

Grants are made according to trust agreement dated october 22, 1987. Keybank, as trustee makes distributions as follows: 33.333% to malone college, 33.333% to goshen college and 33.334% to andrews university. Under the ohio institutional trust funds act of 1999, the beneficiaries have chosen to receive the maximum of income based on the greater of 5% of afv or traditional income. Keybank maintains a responsiveness to the needs and activities of each beneficiary organization in the attainment of its mission. Please note the charities have a right to remove the trustee, and the trustee has the authority to amend the document to 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

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

8th percentile

-39%

Higher net margin than 8% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

45th percentile

$30,829

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 25.5% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

33rd percentile

-1.9%

Faster asset growth than 33% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

50th percentile

7.0%

Faster revenue growth than 50% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$2,469,933

Down $48,744 (-1.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$2,469,933

Down $48,744 (-1.9%) from 2023

Revenue

Up

$120,819

Up $7,863 (+7.0%) from 2023

Expenses

Down

$167,794

Down $1,246 (-0.7%) from 2023

Net Income

Up

-$46,975

Up $9,109 (+16%) from 2023

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2019: $2,763,963Liabilities 2019: $0Net Assets 2019: $2,763,9632019Assets 2020: $2,609,345Liabilities 2020: $0Net Assets 2020: $2,609,3452020Assets 2021: $2,662,251Liabilities 2021: $0Net Assets 2021: $2,662,2512021Assets 2022: $2,574,864Liabilities 2022: $0Net Assets 2022: $2,574,8642022Assets 2023: $2,518,677Liabilities 2023: $0Net Assets 2023: $2,518,6772023Assets 2024: $2,469,933Liabilities 2024: $0Net Assets 2024: $2,469,9332024

Highlighted filing

2024

Assets$2,469,933
Liabilities$0
Net Assets$2,469,933

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2019: $461,338Expenses 2019: $171,122Net Income 2019: $290,2162019Revenue 2020: $16,024Expenses 2020: $170,642Net Income 2020: -$154,6182020Revenue 2021: $225,759Expenses 2021: $172,854Net Income 2021: $52,9052021Revenue 2022: $102,946Expenses 2022: $190,338Net Income 2022: -$87,3922022Revenue 2023: $112,956Expenses 2023: $169,040Net Income 2023: -$56,0842023Revenue 2024: $120,819Expenses 2024: $167,794Net Income 2024: -$46,9752024

Highlighted filing

2024

Revenue$120,819
Expenses$167,794
Net Income-$46,975

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 24, 2025
Return Version
2024v5.0
Gross Receipts
$534,622
Mission and Program Overview

Mission

Grants are made according to trust agreement dated october 22, 1987. Keybank, as trustee makes distributions as follows: 33.333% to malone college, 33.333% to goshen college and 33.334% to andrews university. Under the ohio institutional trust funds act of 1999, the beneficiaries have chosen to receive the maximum of income based on the greater of 5% of afv or traditional income. Keybank maintains a responsiveness to the needs and activities of each beneficiary organization in the attainment of its mission. Please note the charities have a right to remove the trustee, and the trustee has the authority to amend the document to insure the continuation to qualify as a 509(a)3.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$2,518,677$2,469,933▼ $48,744
Investments in Publicly Traded Securities$2,383,449$2,327,123▼ $56,326
Savings and Temporary Cash Investments$135,228$142,810▲ $7,582
Total Assets$2,518,677$2,469,933▼ $48,744
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,518,677$2,469,933▼ $48,744
Total Liabilities and Net Assets / Fund Balance$2,518,677$2,469,933▼ $48,744
Compensation and Service Providers

Employees

NameTitleBaseTotal
-Trustee$30,829$30,829
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$120,819
Other Revenue
$0
Change in Net Assets
$-46,975
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$134,086
Salaries, Compensation, and Employee Benefits$30,829
Other Expenses$2,879
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$134,086--$134,086
Current Officers, Directors, Trustees, and Key Employees-$30,829-$30,829
All Other Expenses-$1,829-$1,829
Fees for Services Accounting-$1,050-$1,050
Total Functional Expenses$134,086$33,708$0$167,794
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Andrews UniversityBerrien Springs, MI170(b)(1)(a)Scholarships for Missionary Students$44,696
Goshen CollegeGoshen, IN170(b)(1)(a)Scholarships for Missionary Students$44,695
Malone CollegeCanton, OH170(b)(1)(a)Scholarships for Missionary Students$44,695
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 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.

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
Swallen Cj & G Msnary Ed Sch Fd
EIN
34-6923805
Phone
3304895427
Address
4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144

Signing Officer

Name
Keybank by Joseph Velkos
Title
Vice President
Phone
3304895427
Signed
2025-03-24
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

Line 15A & Line 15B

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, Part XI, Line 9

Py roc adjustment ($1,236), cost basis adjustment ($533).

Raw XML AppendixShowing 400 of 402 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0GRANTS ARE MADE ACCORDING TO TRUST AGREEMENT DATED OCTOBER 22, 1987. KEYBANK, AS TRUSTEE MAKES DISTRIBUTIONS AS FOLLOWS: 33.333% TO MALONE COLLEGE, 33.333% TO GOSHEN COLLEGE AND 33.334% TO ANDREWS UNIVERSITY. UNDER THE OHIO INSTITUTIONAL TRUST FUNDS ACT OF 1999, THE BENEFICIARIES HAVE CHOSEN TO RECEIVE THE MAXIMUM OF INCOME BASED ON THE GREATER OF 5% OF AFV OR TRADITIONAL INCOME. KEYBANK MAINTAINS A RESPONSIVENESS TO THE NEEDS AND ACTIVITIES OF EACH BENEFICIARY ORGANIZATION IN THE ATTAINMENT OF ITS MISSION. PLEASE NOTE THE CHARITIES HAVE A RIGHT TO REMOVE THE TRUSTEE, AND THE TRUSTEE HAS THE AUTHORITY TO AMEND THE DOCUMENT TO INSURE THE CONTINUATION TO QUALIFY AS A 509(A)3.
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt01829
IRS990/AllOtherExpensesGrp/TotalAmt01829
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KEYBANK NA
IRS990/BooksInCareOfDetail/PhoneNum02168134598
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04900 TIEDEMAN RD OH-01-49-0381
IRS990/BooksInCareOfDetail/USAddress/CityNm0BROOKLYN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0441442302
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt02518677
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt02469933
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt030829
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt030829
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0134086
IRS990/CYInvestmentIncomeAmt0120819
IRS990/CYOtherExpensesAmt02879
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-46975
IRS990/CYSalariesCompEmpBnftPaidAmt030829
IRS990/CYTotalExpensesAmt0167794
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0120819
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0GRANTS MADE TO MALONE COLLEGE TO BE USED FOR SCHOLARSHIPS
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/ExpenseAmt044695
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01050
IRS990/FeesForServicesAccountingGrp/TotalAmt01050
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0KEYBANK N A
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt030829
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01987
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt036229
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt044695
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0134086
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0134086
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0450032
IRS990/GrossReceiptsAmt0534622
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt084590
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt084590
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02383449
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02327123
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0413803
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0GRANTS ARE MADE ACCORDING TO TRUST AGREEMENT DATED OCTOBER 22, 1987. KEYBANK, AS TRUSTEE MAKES DISTRIBUTIONS AS FOLLOWS: 33.333% TO MALONE COLLEGE, 33.333% TO GOSHEN COLLEGE AND 33.334% TO ANDREWS UNIVERSITY. UNDER THE OHIO INSTITUTIONAL TRUST FUNDS ACT OF 1999, THE BENEFICIARIES HAVE CHOSEN TO RECEIVE THE MAXIMUM OF INCOME BASED ON THE GREATER OF 5% OF AFV OR TRADITIONAL INCOME. KEYBANK MAINTAINS A RESPONSIVENESS TO THE NEEDS AND ACTIVITIES OF EACH BENEFICIARY ORGANIZATION IN THE ATTAINMENT OF ITS MISSION. PLEASE NOTE THE CHARITIES HAVE A RIGHT TO REMOVE THE TRUSTEE, AND THE TRUSTEE HAS THE AUTHORITY TO AMEND THE DOCUMENT TO INSURE THE CONTINUATION TO QUALIFY AS A 509(A)3.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02518677
IRS990/NetAssetsOrFundBalancesEOYAmt02469933
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt036229
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt036229
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-1769
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0KEYBANK NA TRUSTEE
IRS990/PrincipalOfcrBusinessName/BusinessNameLine2Txt0SAME AS ABOVE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0GRANTS MADE TO GOSHEN COLLEGE TO BE USED FOR SCHOLARSHIPS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt044695
IRS990/ProgSrvcAccomActy2Grp/GrantAmt044695
IRS990/ProgSrvcAccomActy3Grp/Desc0GRANTS MADE TO ANDREWS UNIVERSITY TO BE USED FOR SCHOLARSHIPS
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt044696
IRS990/ProgSrvcAccomActy3Grp/GrantAmt044696
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0138553
IRS990/PYInvestmentIncomeAmt0112950
IRS990/PYOtherExpensesAmt01902
IRS990/PYOtherRevenueAmt06
IRS990/PYRevenuesLessExpensesAmt0-56084
IRS990/PYSalariesCompEmpBnftPaidAmt028585
IRS990/PYTotalExpensesAmt0169040
IRS990/PYTotalRevenueAmt0112956
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-46975
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0135228
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0142810
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt087984
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt078130
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt087984
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt078130
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt033179
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt030487
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt054805
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt047643
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt047643
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt092453
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt092453
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt040497
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt092453
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt092453
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt092453
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt0134086
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt0134086
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt0340277
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt0138553
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt0158208
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt0135969
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt0474363
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt0134086
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt0138553
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt0158208
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt043516
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt0432730
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0134086
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt092453
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt01.0
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0134086
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0134086
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
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/ExplanationTxt0for Goshen College, of Goshen, Indiana controls and manages the schola rship program and select the recipients of the Clarence and Genevieve Swallen Missionary Endowed Scholarship. The beneficiaries make a full report to the Trustee as to the background and qualifications of such students.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1Keybank as Trustee maintains a close and continuous working relationsh ip with Andrews University, Malone University and Goshen College. All three supported organizations maintain a significant voice as they have the right to remove the Trustee and replace with another corporat e Trustee. They also choose the recipients of the scholarship grants.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2The supported organizations receive periodic statements reflecting all activity in the trust regarding income, expenses and investments.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3Keybank representatives have completed and extensive internal review o f supporting organization accounts. This was done in concert with in h ouse counsel and individual determinations were made with respect to t he relationships. The beneficiary's Andrews University of Berrien Spri ngs, Michigan; Malone University of Canton, Ohio , and Mennonite Board of Education, INC.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4Keybank as Trustee, welcomes the input of the charitable beneficiaries as to the investments.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A PART IV, SECTION D LINE 2 CONTINUED
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCHEDULE A PART V, SECTION D LINE 8
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2SCHEDULE A PART V, SECTION D LINE 8 CONTINUED
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3SCHEDULE A PART IV, SECTION D LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc4SCHEDULE A PART IV SECTION D LINE 3
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt02927124
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt02681726
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt02927124
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt02681726
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt043907
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt040226
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt02883217
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt02641500
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0100913
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt092453
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt02927124
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt02681726
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0100913
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt092453
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt03
IRS990ScheduleA/SupportedOrganizationsTotalCnt03
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0341018992
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1352158366
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2381627600
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd2true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd05
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd15
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd25
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt044695
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt144695
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt244696
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MALONE COLLEGE
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1GOSHEN COLLEGE
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2ANDREWS UNIVERSITY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0134086
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt044695
IRS990ScheduleI/RecipientTable/CashGrantAmt144695
IRS990ScheduleI/RecipientTable/CashGrantAmt244696
IRS990ScheduleI/RecipientTable/IRCSectionDesc0170(b)(1)(a)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1170(b)(1)(a)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2170(b)(1)(a)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOLARSHIPS FOR MISSIONARY STUDENTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SCHOLARSHIPS FOR MISSIONARY STUDENTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2SCHOLARSHIPS FOR MISSIONARY STUDENTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MALONE COLLEGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1GOSHEN COLLEGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2ANDREWS UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientEIN0340737794
IRS990ScheduleI/RecipientTable/RecipientEIN1352158366
IRS990ScheduleI/RecipientTable/RecipientEIN2381627600
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02600 CLEVELAND AVE NW
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11700 S MAIN ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2US 31 COLLEGE STATION
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CANTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1GOSHEN
IRS990ScheduleI/RecipientTable/USAddress/CityNm2BERRIEN SPRINGS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1IN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2MI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0447093308
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1465264724
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd2491040002
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
IRS990ScheduleI/Total501c3OrgCnt03
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/ExplanationTxt3KEYBANK IS SOLE TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL RETURNS ARE PREPARED AND THOROUGHLY REVIEWED BY OUR TAX VENDOR AND/OR INTERNAL PROFESSIONAL TAX DEPARTMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DOCUMENTS ARE AVAILABLE UPON REQUEST BY MAIL OR BY PHONE AND DELIVERED WITHIN 2 WEEKS OF THE REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PY ROC ADJUSTMENT ($1,236), COST BASIS ADJUSTMENT ($533).
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI LINE 12A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2LINE 15A & LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION 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/TotalAssetsBOYAmt02518677
IRS990/TotalAssetsEOYAmt02469933
IRS990/TotalAssetsGrp/BOYAmt02518677
IRS990/TotalAssetsGrp/EOYAmt02469933
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt033708
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0134086
IRS990/TotalFunctionalExpensesGrp/TotalAmt0167794
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02518677
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02469933
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0134086
IRS990/TotalReportableCompFromOrgAmt030829
IRS990/TotalRevenueGrp/ExclusionAmt0120819
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0120819
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02518677
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02469933
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
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/PhoneNum03304895427
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SWALLEN CJ & G MSNARY ED SCH FD
ReturnHeader/Filer/BusinessNameControlTxt0SWAL
ReturnHeader/Filer/EIN0346923805
ReturnHeader/Filer/PhoneNum03304895427
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/PreparationDt02025-03-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY E KUHLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-08T10:01:26-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.