2025-05-08T10:01:26-04:00 2024-12-31 920460586 PWC US TAX LLP 4300 E CAMELBACK ROAD STE 475 PHOENIX AZ 85018 990 2024-01-01 346844730 CWRU-SEVERANCE & M MILLIKIN TA MILL 2166897538 4900 TIEDEMAN ROAD OH-01-49-0381 BROOKLYN OH 44144 KEYBANK BY JOSEPH VELKOS VICE PRESIDENT 2166897538 2025-05-01 true true JEFFREY E KUHLIN P00353001 4123556000 2025-05-01 X 2024 2025-03-06 01:10:19Z Keybank N A Trustee 1547252 false X N/A X 1976 OH Grants are made according to Trsut agreement dated February 23,1976 .Keybank, as Trustee makes distributions to University Hospital andCase Western Reserve University to be used for the advancement ofof medical research. Under the Ohio Institutional Trust Funds Act of1999, the beneficiaries have chosen to receive the maximum of incomebased on the greater of 5% of AFV or traditional income. Keybankmaintains a responsiveness to the needs and activities of eachbeneficiary organization in the attainment of its mission. Pleasenote the charities have a right to remove the Trustee, and the Trusteehas the authority to amend the document to insure the continuation toqualify as a 509(a)3. Keybank maintains a responsiveness to the needs and activities of each beneficiary organization in the attainment of its mission. 1 0 0 0 0 0 0 172791 1066105 0 172791 1066105 591266 563471 0 73323 78828 0 0 1349 2664 665938 644963 -493147 421142 9907597 10328738 0 0 9907597 10328738 X Grants are made according to Trsut agreement dated February 23,1976 .Keybank, as Trustee makes distributions to University Hospital andCase Western Reserve University to be used for the advancement ofof medical research. Under the Ohio Institutional Trust Funds Act of1999, the beneficiaries have chosen to receive the maximum of incomebased on the greater of 5% of AFV or traditional income. Keybankmaintains a responsiveness to the needs and activities of eachbeneficiary organization in the attainment of its mission. Pleasenote the charities have a right to remove the Trustee, and the Trusteehas the authority to amend the document to insure the continuation toqualify as a 509(a)3. Keybank maintains a responsiveness to the needs and activities of each beneficiary organization in the attainment of its mission. false false 352936 352936 Grants are made to University Hospital for the medical research 210535 210535 Grants are made to Case Western Reserve University for Medical Research 563471 true false false false false false false false false false false true false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false false false false false false X 1 0 false false false false false false false true true false false true false false false false false false OH X Keybank N A 2168134548 4900 Tiedeman Rd OH-01-49-0381 Brooklyn OH 441442302 Keybank N A Trustee 2.0 X 78828 0 0 78828 0 0 false false false 132746 132746 1414506 481147 933359 933359 933359 1066105 1066105 563471 563471 78828 78828 1050 1050 ohio attorney journal filing fee 1614 1614 644963 563471 81492 0 116747 242984 9790850 10085754 9907597 10328738 0 0 X 9907597 10328738 9907597 10328738 9907597 10328738 X 421142 -1 X false false false X X 2 Case Western Reserve Univ 341018922 2 true 210535 0 University Hospital 341567805 3 true 352936 0 2 563471 0 true false false false false false false false false false false true false false false false true false true 0 0 143545 132746 143545 132746 0 74672 81492 0 68873 51254 13196824 12501881 0 0 13196824 12501881 0 0 13196824 12501881 197952 187528 12998872 12314353 454961 431002 0 454961 431002 68873 58542 454961 454961 0 454961 563471 0 0 0 0 0 563471 563471 454961 1.0 454961 0 0 0 54998 665760 591266 1312024 0 454961 0 857063 563471 0 563471 0 0 1420534 0 0 265797 591266 563471 PART IV, Section D, Line 2 KEYBANK REPRESENTATIVES HAVE COMPLETED AN EXTENSIVE INTERNAL REVIEW OF SUPPORTING ORGANIZATION ACCOUNT. THIS WAS DONE IN CONCERT WITH IN HOUSE COUNSEL AND INDIVIDUAL DETERMINATIONS WERE MADEWITH 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 PART IV, Section D, Line 3 KEYBANK, AS TRUSTEE WELCOMES THE INPUT OF THE CHARITABLE BENEFICIARIES AS TO INVESTMENTS PART V, Section D, Line 8 KEYBANK AS TRUSTEE, MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATINSHIP WITH UNIVERITY HOSPITALS AND CASE WESTERN RESERVE UNIVERSITY. THE SUPPORTED ORGANIZATIONS MAINTAIN A SIGNIFICANT VOICE AS THEY HAVE TE RIGHT O REMOVE THE TRUSTEE AND REPLACE WITH ANOTHER CORPORATE TRUSTEE. TRUSTEE HAS THE AUTHORITY TO AMEND THE DOCUMENTTO INSURE THE CONTINUATION OF 509 (a)3 PART V, Section D, Line 8 CONTINUED STATUS. THE SUPPORTED ORGANIZATION RECEIVE PERIODIC STATEMENTS REFLECTING ALL ACTIVITY IN THE TRUST REGARDING INCOME, EXPENSES, AND NVESTMENTS. KEYBANK WELCOMES THE INPUT OF THE SUPPORTED ORGANIZATIONS AS TO INVESTMENTS. Charitable Multi Asset Fd 6508734 C Case Western Reserve U CTF 3577020 C GLASFUNDS LTD CL A SER 3 MILLIKIN S C XXX-XX-XXXX METROPOLITAN WEST T/R BON C 10085754 true Case Western Reserve University 11000 Cedar Avenue Cleveland OH 44106 341018992 170(b)(1)a 210535 University Hospital 2065 Adelbert Rd Cleveland OH 441062622 341567805 170(b)(1)(a) 352936 EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 Grants are made to 501(c)3 organizations that are named in the trust document. Our administravtive represetnatives are in periodic contact with representives of the charities in order to be in compliance with the trust provisions Part VI Line 12a No Conflict of interest exists for the trust. Keybank N A has a corporate conflict of interst policy Section B policies Part VI, Line 14 The trust has no written document retention or destruction policy Keybank N A has a corproate document retention and destruction policy Part VI line 15 A and B Keybank is sole Trustee, is compensated as such, and makes all decisons with respect to the opeartion and administration of the trust Expalnation for Form 990, page 6, Part VI, Line 1a Keybank is Sole Trustee Part VI, Line 14 THE TRUST HAS NO WRITTEN DOCUMENT RETENTION OR DESTRUCTIVE POLICY. KEY BANK 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 18 Documents are available upon request by mail or by phone and delivered within 2 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 2 weeks of the request EXPLANATION FOR FORM 990, PART XI, LINE 9 ROUNDING ($1) CASE WESTERN RESERVE UNIVERSITY 10900 EUCLID AVE CLEVELAND OH 44106 341018992 RESEARCH AND EDUCATION OH 501(c)3 170(b)(1)(A)(ii) N/A false UNIVERSITY HOSPITALS FOR THE MATERNITY HOSPITAL 2065 ADELBERT RD CLEVELAND OH 44106 341567805 MEDICAL OH 501(c)3 170(b)(1)(A)(iii) N/A false false true false false false false false false false false false false false false false false false false false