MILLIKIN SEVERANCE NO 2 FD A1: Form 990, tax year 2025

View the entire original 990 at ProPublica ↗

Organization: MILLIKIN SEVERANCE NO 2 FD A1 (EIN 34-6844729)
Tax period: 2025-01-01 to 2025-12-31
Filed: 2026-05-07
IRS object ID: 202641279349302174
Schema version: 2025v4.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule D
Schedule I
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-05-07T11:01:38-05:00	ReturnTs
Tax Period End	2025-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	920460586	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	PWC US TAX LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	4300 E CAMELBACK ROAD STE 475	AddressLine1Txt
City	PHOENIX	CityNm
State Abbreviation	AZ	StateAbbreviationCd
ZIP	85018	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2025-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	346844729	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CMA-SEVERANCE MILLIKIN TA	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	MILL	BusinessNameControlTxt
Phone	2166897538	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4900 TIEDEMAN ROAD OH-01-49-0381	AddressLine1Txt
City	BROOKLYN	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	44144	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	KEYBANK BY JOSEPH VELKOS	PersonNm
Person Title	VICE PRESIDENT	PersonTitleTxt
Phone	2166897538	PhoneNum
Signature	2026-04-28	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JEFFREY E KUHLIN	PreparerPersonNm
PTIN	P00353001	PTIN
Phone	4123556000	PhoneNum
Preparation	2026-04-28	PreparationDt
Self Employed	Yes (X)	SelfEmployedInd

Field	Value	IRS element (for citing)
Tax	2025	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Keybank N A Trustee	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4900 TIEDEMAN RD	AddressLine1Txt
City	BROOKLYN	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	44144	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$472,403	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	N/A	WebsiteAddressTxt
Type Of Organization Trust	Yes (X)	TypeOfOrganizationTrustInd
Formation	1976	FormationYr
Legal Domicile State	OH	LegalDomicileStateCd
Activity Or Mission	GRANTS ARE MADE ACCORDING TO THE TRUST AGRREMENT DATED 2/23/1976.KEYBANK, AS TRUSTEE, MAKES DISTRIBUTIONS TO THE CLEVELAND MUSEUMOF ART TO MAKE ART PURCHASES. UNDER THE OHIO INSTITUTIONAL TRUSTFUNDS ACT OF 1999, THE BENEFICIARY HAS CHOSEN TO RECEIVE THE MAXIMUMOF INCOME BASE ON THE GREATER OF 5 PERCENT OF AFV OR TRADITIONAL INCOME.KEYBANK MAINTAINS A RESPONSIVENESS TO THE NEEDS AND ACTIVITIES OFTHE BENEFICIARY ORGANIZATION IN THE ATTAINMENT OF ITS MISSION. PLEASENOTE THE CHARITY HAS A RIGHT TO REMOVE THE TRUSTEE, AND THE TRUSTEEHAS THE AUTHORITY TO AMEND THE DOCUMENT TO INSURE THE CONTINUATIONTO QUALIFY AS A 509A3. KEYBANK MAINTAINS A RESPONSIVENESS TO THE NEEDS AND ACTIVITIES OF EACH BENEFICIARY ORGANIZATION IN THE ATTAINMENT OF ITS MISSION	ActivityOrMissionDesc
Voting Members Governing Body	1	VotingMembersGoverningBodyCnt
Voting Members Independent	0	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$1,268,969	PYInvestmentIncomeAmt
CY Investment Income	$265,037	CYInvestmentIncomeAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$1,268,969	PYTotalRevenueAmt
CY Total Revenue	$265,037	CYTotalRevenueAmt
PY Grants And Similar Paid	$362,220	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$411,497	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$50,021	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$53,738	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$4,570	PYOtherExpensesAmt
CY Other Expenses	$1,250	CYOtherExpensesAmt
PY Total Expenses	$416,811	PYTotalExpensesAmt
CY Total Expenses	$466,485	CYTotalExpensesAmt
PY Revenues Less Expenses	$852,158	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$201,448	CYRevenuesLessExpensesAmt
Total Assets BOY	$6,173,500	TotalAssetsBOYAmt
Total Assets EOY	$5,989,427	TotalAssetsEOYAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$6,173,500	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$5,989,427	NetAssetsOrFundBalancesEOYAmt
Mission	GRANTS ARE MADE ACCORDING TO THE TRUST AGRREMENT DATED 2/23/1976.KEYBANK, AS TRUSTEE, MAKES DISTRIBUTIONS TO THE CLEVELAND MUSEUMOF ART TO MAKE ART PURCHASES. UNDER THE OHIO INSTITUTIONAL TRUSTFUNDS ACT OF 1999, THE BENEFICIARY HAS CHOSEN TO RECEIVE THE MAXIMUMOF INCOME BASE ON THE GREATER OF 5 PERCENT OF AFV OR TRADITIONAL INCOME.KEYBANK MAINTAINS A RESPONSIVENESS TO THE NEEDS AND ACTIVITIES OFTHE BENEFICIARY ORGANIZATION IN THE ATTAINMENT OF ITS MISSION. PLEASENOTE THE CHARITY HAS A RIGHT TO REMOVE THE TRUSTEE, AND THE TRUSTEEHAS THE AUTHORITY TO AMEND THE DOCUMENT TO INSURE THE CONTINUATIONTO QUALIFY AS A 509A3. KEYBANK MAINTAINS A RESPONSIVENESS TO THE NEEDS AND ACTIVITIES OF EACH BENEFICIARY ORGANIZATION IN THE ATTAINMENT OF ITS MISSION	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$411,497	ExpenseAmt
Grant	$411,497	GrantAmt
Desc	Grants are made to the Cleveland Musuem of Art for purchasing works of art.	Desc
Total Program Service Expenses	$411,497	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	false	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	false	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	false	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	false	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	false	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Excs Tax Sect4951 Or4952 Or4953	false	ExcsTaxSect4951Or4952Or4953Ind
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	1	GoverningBodyVotingMembersCnt
Independent Voting Member	0	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	false	ConflictOfInterestPolicyInd
Whistleblower Policy	false	WhistleblowerPolicyInd
Document Retention Policy	false	DocumentRetentionPolicyInd
Compensation Process CEO	false	CompensationProcessCEOInd
Compensation Process Other	false	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	OH	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	KEYBANK N A	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2168134573	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4900 TIEDEMAN RD OH 01 49 0381	AddressLine1Txt
City	BROOKLYN	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	441442302	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	KEYBANK N A	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Title	TRUSTEE	TitleTxt
Average Hours Per Week	2.0	AverageHoursPerWeekRt
Institutional Trustee	Yes (X)	InstitutionalTrusteeInd
Reportable Comp From Org	$53,738	ReportableCompFromOrgAmt
Reportable Comp From Rltd Org	$0	ReportableCompFromRltdOrgAmt
Other Compensation	$0	OtherCompensationAmt

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$53,738	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$0	TotalOtherCompensationAmt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	false	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$148,712	TotalRevenueColumnAmt
Exclusion	$148,712	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$323,691	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$207,366	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$116,325	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$116,325	TotalRevenueColumnAmt
Exclusion	$116,325	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$265,037	TotalRevenueColumnAmt
Exclusion	$265,037	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$411,497	TotalAmt
Program Services	$411,497	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$53,738	TotalAmt
Management And General	$53,738	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$1,050	TotalAmt
Management And General	$1,050	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

Field	Value	IRS element (for citing)
Desc	OHIO ATTORNEY GENERAL FILING FEE	Desc

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$200	TotalAmt
Management And General	$200	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$466,485	TotalAmt
Program Services	$411,497	ProgramServicesAmt
Management And General	$54,988	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	-$19,697	BOYAmt
EOY	$23,040	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$6,193,197	BOYAmt
EOY	$5,966,387	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$6,173,500	BOYAmt
EOY	$5,989,427	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Field	Value	IRS element (for citing)
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

Field	Value	IRS element (for citing)
BOY	$6,173,500	BOYAmt
EOY	$5,989,427	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$6,173,500	BOYAmt
EOY	$5,989,427	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$6,173,500	BOYAmt
EOY	$5,989,427	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$201,448	ReconcilationRevenueExpnssAmt
Other Changes In Net Assets	$17,375	OtherChangesInNetAssetsAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
Acct Compile Or Review Basis		AcctCompileOrReviewBasisGrp
FS Audited	false	FSAuditedInd
FS Audited Basis		FSAuditedBasisGrp
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Supporting Organization509a3	Yes (X)	SupportingOrganization509a3Ind
Supporting Org Type3 Non Func	Yes (X)	SupportingOrgType3NonFuncInd
Supported Organizations	1	SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	CLEVELAND MUSEUM OF ART	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
EIN	340714336	EIN
Organization Type	6	OrganizationTypeCd
Governing Document Listed	Yes (true)	GoverningDocumentListedInd
Support	$411,497	SupportAmt
Other Support	$0	OtherSupportAmt

Field	Value	IRS element (for citing)
Supported Organizations Total	1	SupportedOrganizationsTotalCnt
Support Sum	$411,497	SupportSumAmt
Other Support Sum	$0	OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

Field	Value	IRS element (for citing)
Listed By Name Governing Doc	Yes (true)	ListedByNameGoverningDocInd
Suprt Org No IRS Determination	false	SuprtOrgNoIRSDeterminationInd
Supported Org Section C456	false	SupportedOrgSectionC456Ind
Supported Org Not Organized US	false	SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org	false	OrganizationChangeSuprtOrgInd
Support Non Supported Org	false	SupportNonSupportedOrgInd
Payment Substantial Contribtr	false	PaymentSubstantialContribtrInd
Loan Disqualified Person	false	LoanDisqualifiedPersonInd
Controlled Disqualified Prsn	false	ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int	false	DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int	false	DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules	Yes (true)	ExcessBusinessHoldingsRulesInd
Excess Business Holdings	false	ExcessBusinessHoldingsInd
Contribution Controller	false	ContributionControllerInd
Contribution Family	false	ContributionFamilyInd
Contribution35 Controlled	false	Contribution35ControlledInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

Field	Value	IRS element (for citing)
Timely Provided Documents	Yes (true)	TimelyProvidedDocumentsInd
Officers Close Relationship	false	OfficersCloseRelationshipInd
Supported Org Voice Investment	Yes (true)	SupportedOrgVoiceInvestmentInd

Adjusted Net Income AdjustedNetIncomeGrp

Net ST Capital Gain Adj Net Incm NetSTCapitalGainAdjNetIncmGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt

Recoveries PY Distributions RecoveriesPYDistributionsGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt

Other Gross Income OtherGrossIncomeGrp

Field	Value	IRS element (for citing)
Prior Year	$106,702	PriorYearAmt
Current Year	$148,712	CurrentYearAmt

Adjusted Gross Income AdjustedGrossIncomeGrp

Field	Value	IRS element (for citing)
Prior Year	$106,702	PriorYearAmt
Current Year	$148,712	CurrentYearAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt

Production Income ProductionIncomeGrp

Field	Value	IRS element (for citing)
Prior Year	$54,591	PriorYearAmt
Current Year	$54,988	CurrentYearAmt

Other Expenses OtherExpensesGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt

Total Adjusted Net Income TotalAdjustedNetIncomeGrp

Field	Value	IRS element (for citing)
Prior Year	$52,111	PriorYearAmt
Current Year	$93,724	CurrentYearAmt

Minimum Asset Amount MinimumAssetAmountGrp

Average Monthly FMV Of Sec AverageMonthlyFMVOfSecGrp

Field	Value	IRS element (for citing)
Prior Year	$8,230,398	PriorYearAmt
Current Year	$8,469,538	CurrentYearAmt

Average Monthly Cash Balances AverageMonthlyCashBalancesGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt

FMV Other Non Exempt Use Asset FMVOtherNonExemptUseAssetGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt

Total FMV Of Non Exempt Use Asset TotalFMVOfNonExemptUseAssetGrp

Field	Value	IRS element (for citing)
Prior Year	$8,230,398	PriorYearAmt
Current Year	$8,469,538	CurrentYearAmt

Field	Value	IRS element (for citing)
Discount Claimed	$0	DiscountClaimedAmt

Acquisition Indebtedness AcquisitionIndebtednessGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt

Adjusted FMV Less Indebtedness AdjustedFMVLessIndebtednessGrp

Field	Value	IRS element (for citing)
Prior Year	$8,230,398	PriorYearAmt
Current Year	$8,469,538	CurrentYearAmt

Cash Deemed Charitable CashDeemedCharitableGrp

Field	Value	IRS element (for citing)
Prior Year	$123,456	PriorYearAmt
Current Year	$127,043	CurrentYearAmt

Net Vl Non Exempt Use Assets NetVlNonExemptUseAssetsGrp

Field	Value	IRS element (for citing)
Prior Year	$8,106,942	PriorYearAmt
Current Year	$8,342,495	CurrentYearAmt

Pct Of Net Vl Non Exempt Use Ast PctOfNetVlNonExemptUseAstGrp

Field	Value	IRS element (for citing)
Prior Year	$283,743	PriorYearAmt
Current Year	$291,987	CurrentYearAmt

Recoveries PY Distri Min Asset RecoveriesPYDistriMinAssetGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt

Total Minimum Asset TotalMinimumAssetGrp

Field	Value	IRS element (for citing)
Prior Year	$283,743	PriorYearAmt
Current Year	$291,987	CurrentYearAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
CY Adj Net Income Distributable	$52,111	CYAdjNetIncomeDistributableAmt
CY Pct85 Adjusted Net Income	$44,294	CYPct85AdjustedNetIncomeAmt
CY Total Min Ast Distributable	$283,743	CYTotalMinAstDistributableAmt
CY Greater Adjusted Minimum	$283,743	CYGreaterAdjustedMinimumAmt
CY Income Tax Imposed PY	$0	CYIncomeTaxImposedPYAmt
CY Distributable As Adjusted	$283,743	CYDistributableAsAdjustedAmt

Distributions DistributionsGrp

Field	Value	IRS element (for citing)
CY Paid Accomplish Exempt Prps	$411,497	CYPaidAccomplishExemptPrpsAmt
CY Pd In Excess Income Activity	$0	CYPdInExcessIncomeActivityAmt
CY Administrative Expense Paid	$0	CYAdministrativeExpensePaidAmt
Exempt Use Assets Acquis Paid	$0	ExemptUseAssetsAcquisPaidAmt
Qualified Set Aside	$0	QualifiedSetAsideAmt
CY Total Annual Distributions	$411,497	CYTotalAnnualDistributionsAmt
CY Distri Attentive Suprt Org	$411,497	CYDistriAttentiveSuprtOrgAmt
CY Distributable As Adjusted	$283,743	CYDistributableAsAdjustedAmt
CY Distribution Yr	1.0	CYDistributionYrRt

Distribution Allocations DistributionAllocationsGrp

Field	Value	IRS element (for citing)
CY Distributable As Adjusted	$283,743	CYDistributableAsAdjustedAmt
Underdistributions	$0	UnderdistributionsAmt
Excess Distribution Cyov Yr5	$0	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$0	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$86,484	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$374,046	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$362,220	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$822,750	TotalExcessDistributionCyovAmt
Cyov Applied Underdistri PY	$0	CyovAppliedUnderdistriPYAmt
Cyov Applied Underdistr CPY	$283,743	CyovAppliedUnderdistrCPYAmt
Carryover PY Not Applied	$0	CarryoverPYNotAppliedAmt
Excess Distribution Cyov	$539,007	ExcessDistributionCyovAmt
CY Total Annual Distributions	$411,497	CYTotalAnnualDistributionsAmt
CY Distrib App Underdistri PY	$0	CYDistribAppUnderdistriPYAmt
Excess Distribution	$411,497	ExcessDistributionAmt
Remaining Underdistri PY	$0	RemainingUnderdistriPYAmt
Remaining Underdistri CY	$0	RemainingUnderdistriCYAmt
Excess Distri Cyov To Next Yr	$950,504	ExcessDistriCyovToNextYrAmt
Excess From Year5	$0	ExcessFromYear5Amt
Excess From Year4	$0	ExcessFromYear4Amt
Excess From Year3	$176,787	ExcessFromYear3Amt
Excess From Year2	$362,220	ExcessFromYear2Amt
Excess From Year1	$411,497	ExcessFromYear1Amt

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART IV, Section D, Line 3	The Cleveland Museum of Art shall have the right at any time to offer its insight or suggestions to Keybank with respect to the administration or investments of the trust. The Cleveland Museum ofArt shall have the authority to approve all investment policy statements with respect to the trusts, as well as any future changes to those investment policy statements.
PART IV, Section D, Line 2	The Cleveland Museum of Art and Keybank maintain a close and continuous relationship with respect to the administration and investments of the trusts. The parties shall continue to meet at least twice a year. In order to review the administration and investments of the trusts.
PART V, Section D, Line 8	Keybank will continue to provide to the Cleveland Museum of Art periodic statements at least quarterly, reflecting the book value and market value of all trust inestments, and all receipts and disbursements from the trusts. Keybank will continue to provide the Cleveland Museum of Art detailed reports reflecting the investment performance o the trusts as compared to relevant
PART V, Section D, Line 8 continued	benchmarks. The Cleveland Museum of Art agrees to annually provide to Keybank copies of its current investment policy. As the sole beneficiary of the trust, the Cleveland Museum of Art has always had complete contol over the disposition of income that has been distributed from the trust to the Cleveland Museum of Art.
PART V, Section D, Line 8 continued	The parties acknowledge that William Hartmann serves on the Board of CMA, and is also a senior executive at Keybank. his further demonstrates the close relationship between the parties.

Schedule D IRS990ScheduleD

Other Securities OtherSecuritiesGrp (2 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
CLVELAND MUSEUM OF ART CTF	$5,966,387	C
KT SHORT TERM FD		C

Field	Value	IRS element (for citing)
Total Book Value Securities	$5,966,387	TotalBookValueSecuritiesAmt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CLEVELAND MUSEUM OF ART	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	11150 EAST BLVD	AddressLine1Txt
City	CLEVELAND	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	441061711	ZIPCd

Field	Value	IRS element (for citing)
Recipient EIN	340714336	RecipientEIN
IRC Section	170(b)(1)(A)(vi)	IRCSectionDesc
Cash Grant	$411,497	CashGrantAmt
Purpose Of Grant	FOR PURCHASE OF ART	PurposeOfGrantTxt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2	FormAndLineReferenceDesc
Explanation	GRANTS ARE MADE TO 501C3 ORGANIZTIONS THAT ARE NAMED IN THE TRUSTDOCUMENT. OUR ADMINISTRATIVE REPRESENTATIVES ARE IN PERIODIC CONTACTWITH REPRESENTIVES OF THE CHARITIES IN ORDER TO BE IN COMPLIANCEWITH THE TRUST PROVISIONS	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a	KEYBANK IS SOLE TRUSTEE.
EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 6	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 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 OEPRATION AND ADMINISTRATION OF THE TRUST.
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.
EXPLANATION FOR FORM 990, PART XI, LINE 9	PY PENDING SALES $17,374, ROUNDING $1.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	CLEVELAND MUSEUM OF ART	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	11150 EAST BLVD	AddressLine1Txt
City	CLEVELAND	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	44106	ZIPCd

Field	Value	IRS element (for citing)
EIN	340714336	EIN
Primary Activities	ART	PrimaryActivitiesTxt
Legal Domicile State	OH	LegalDomicileStateCd
Exempt Code Section	501(c)3	ExemptCodeSectionTxt
Public Charity Status	170(b)(1)(A)(vi)	PublicCharityStatusTxt
Direct Controlling NA	N/A	DirectControllingNACd
Controlled Organization	false	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (true)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	false	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	false	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	false	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	false	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	false	SharingOfFacilitiesInd
Paid Employees Sharing	false	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	false	TransferToOtherOrgInd
Transfer From Other Org	false	TransferFromOtherOrgInd