WILLIAM O PACKARD TEST TR: Form 990, tax year 2025

View the entire original 990 at ProPublica ↗

Organization: WILLIAM O PACKARD TEST TR (EIN 34-6507930)
Tax period: 2025-01-01 to 2025-12-31
Filed: 2026-05-07
IRS object ID: 202601279349302095
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	2026-05-07T11:01:39-05:00	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	346507930	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	PACKARD W D FUND A OCHR	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	PACK	BusinessNameControlTxt
Phone	2166897663	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	2166897663	PhoneNum
Signature	2026-04-18	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	2026-04-18	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 TRUSTEE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Gross Receipts	$564,260	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	N/A	WebsiteAddressTxt
Type Of Organization Trust	Yes (X)	TypeOfOrganizationTrustInd
Formation	1933	FormationYr
Legal Domicile State	OH	LegalDomicileStateCd
Activity Or Mission	Trust created in 1933, with Keybank as Trustee, to support the Warren Ohio Packard Music Hall and Band. Net income from the trust fund shall be used to establish and perpetually maintain a park band to be known as the "Packard Band", to provide for the organization and maintenance of a band which shall be a credit to the City of Warren ,and play for the edification and entertainment of the people of Warren, OH. Said band shall play not less than one free popular concert in each month. 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.	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	$581,836	PYInvestmentIncomeAmt
CY Investment Income	$282,661	CYInvestmentIncomeAmt
PY Other Revenue	$27,325	PYOtherRevenueAmt
CY Other Revenue	$172,593	CYOtherRevenueAmt
PY Total Revenue	$609,161	PYTotalRevenueAmt
CY Total Revenue	$455,254	CYTotalRevenueAmt
PY Grants And Similar Paid	$240,000	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$310,000	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid	$39,266	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$1,497	PYOtherExpensesAmt
CY Other Expenses	$1,784	CYOtherExpensesAmt
PY Total Expenses	$241,497	PYTotalExpensesAmt
CY Total Expenses	$351,050	CYTotalExpensesAmt
PY Revenues Less Expenses	$367,664	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$104,204	CYRevenuesLessExpensesAmt
Total Assets BOY	$5,902,257	TotalAssetsBOYAmt
Total Assets EOY	$6,006,320	TotalAssetsEOYAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$5,902,257	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$6,006,320	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	Trust created in 1933, with Keybank as Trustee, to support the Warren Ohio Packard Music Hall and Band. Net income from the trust fund shall be used to establish and perpetually maintain a park band to be known as the "Packard Band", to provide for the organization and maintenance of a band which shall be a credit to the City of Warren ,and play for the edification and entertainment of the people of Warren, OH. Said band shall play not less than one free popular concert in each month. 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.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$310,000	ExpenseAmt
Grant	$310,000	GrantAmt
Desc	Income remitted to The Packard Band, for general support and maintenance of this organization.	Desc
Total Program Service Expenses	$310,000	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	2168134548	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 NA	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Title	TRUSTEE	TitleTxt
Average Hours Per Week	1.0	AverageHoursPerWeekRt
Institutional Trustee	Yes (X)	InstitutionalTrusteeInd
Reportable Comp From Org	$39,266	ReportableCompFromOrgAmt
Reportable Comp From Rltd Org	$0	ReportableCompFromRltdOrgAmt
Other Compensation	$0	OtherCompensationAmt

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$39,266	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	$69,428	TotalRevenueColumnAmt
Exclusion	$69,428	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$322,239	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$109,006	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$213,233	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$213,233	TotalRevenueColumnAmt
Exclusion	$213,233	ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$172,593	TotalRevenueColumnAmt
Exclusion	$172,593	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$172,593	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$455,254	TotalRevenueColumnAmt
Exclusion	$455,254	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$310,000	TotalAmt
Program Services	$310,000	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$39,266	TotalAmt
Management And General	$39,266	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$534	TotalAmt
Management And General	$534	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 (2 entries)

DescDesc
OHIO ATT'Y GEN CHAR FILING FEE
TRUMBULL CNTY PROBATE COURT

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	$351,050	TotalAmt
Program Services	$310,000	ProgramServicesAmt
Management And General	$41,050	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$177,023	BOYAmt
EOY	$199,309	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$5,725,234	BOYAmt
EOY	$5,807,011	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$5,902,257	BOYAmt
EOY	$6,006,320	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	$5,902,257	BOYAmt
EOY	$6,006,320	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$5,902,257	BOYAmt
EOY	$6,006,320	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$5,902,257	BOYAmt
EOY	$6,006,320	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$104,204	ReconcilationRevenueExpnssAmt
Other Changes In Net Assets	-$141	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	Packard Band	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
EIN	346002974	EIN
Organization Type	7	OrganizationTypeCd
Governing Document Listed	Yes (true)	GoverningDocumentListedInd
Support	$310,000	SupportAmt
Other Support	$0	OtherSupportAmt

Field	Value	IRS element (for citing)
Supported Organizations Total	1	SupportedOrganizationsTotalCnt
Support Sum	$310,000	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	$91,794	PriorYearAmt
Current Year	$242,021	CurrentYearAmt

Adjusted Gross Income AdjustedGrossIncomeGrp

Field	Value	IRS element (for citing)
Prior Year	$91,794	PriorYearAmt
Current Year	$242,021	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	$1,497	PriorYearAmt
Current Year	$41,050	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	$90,297	PriorYearAmt
Current Year	$200,971	CurrentYearAmt

Minimum Asset Amount MinimumAssetAmountGrp

Average Monthly FMV Of Sec AverageMonthlyFMVOfSecGrp

Field	Value	IRS element (for citing)
Prior Year	$6,449,084	PriorYearAmt
Current Year	$6,858,739	CurrentYearAmt

Average Monthly Cash Balances AverageMonthlyCashBalancesGrp

Field	Value	IRS element (for citing)
Prior Year	-$188	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	$6,448,896	PriorYearAmt
Current Year	$6,858,739	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	$6,448,896	PriorYearAmt
Current Year	$6,858,739	CurrentYearAmt

Cash Deemed Charitable CashDeemedCharitableGrp

Field	Value	IRS element (for citing)
Prior Year	$96,733	PriorYearAmt
Current Year	$102,881	CurrentYearAmt

Net Vl Non Exempt Use Assets NetVlNonExemptUseAssetsGrp

Field	Value	IRS element (for citing)
Prior Year	$6,352,163	PriorYearAmt
Current Year	$6,755,858	CurrentYearAmt

Pct Of Net Vl Non Exempt Use Ast PctOfNetVlNonExemptUseAstGrp

Field	Value	IRS element (for citing)
Prior Year	$222,326	PriorYearAmt
Current Year	$236,455	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	$222,326	PriorYearAmt
Current Year	$236,455	CurrentYearAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
CY Adj Net Income Distributable	$90,297	CYAdjNetIncomeDistributableAmt
CY Pct85 Adjusted Net Income	$76,752	CYPct85AdjustedNetIncomeAmt
CY Total Min Ast Distributable	$222,326	CYTotalMinAstDistributableAmt
CY Greater Adjusted Minimum	$222,326	CYGreaterAdjustedMinimumAmt
CY Income Tax Imposed PY	$0	CYIncomeTaxImposedPYAmt
CY Distributable As Adjusted	$222,326	CYDistributableAsAdjustedAmt

Distributions DistributionsGrp

Field	Value	IRS element (for citing)
CY Paid Accomplish Exempt Prps	$310,000	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	$310,000	CYTotalAnnualDistributionsAmt
CY Distri Attentive Suprt Org	$310,000	CYDistriAttentiveSuprtOrgAmt
CY Distributable As Adjusted	$222,326	CYDistributableAsAdjustedAmt
CY Distribution Yr	1.0	CYDistributionYrRt

Distribution Allocations DistributionAllocationsGrp

Field	Value	IRS element (for citing)
CY Distributable As Adjusted	$222,326	CYDistributableAsAdjustedAmt
Underdistributions	$0	UnderdistributionsAmt
Excess Distribution Cyov Yr5	$0	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$0	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$0	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$309,280	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$240,000	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$549,280	TotalExcessDistributionCyovAmt
Cyov Applied Underdistri PY	$0	CyovAppliedUnderdistriPYAmt
Cyov Applied Underdistr CPY	$222,326	CyovAppliedUnderdistrCPYAmt
Carryover PY Not Applied	$0	CarryoverPYNotAppliedAmt
Excess Distribution Cyov	$326,954	ExcessDistributionCyovAmt
CY Total Annual Distributions	$310,000	CYTotalAnnualDistributionsAmt
CY Distrib App Underdistri PY	$0	CYDistribAppUnderdistriPYAmt
Excess Distribution	$310,000	ExcessDistributionAmt
Remaining Underdistri PY	$0	RemainingUnderdistriPYAmt
Remaining Underdistri CY	$0	RemainingUnderdistriCYAmt
Excess Distri Cyov To Next Yr	$636,954	ExcessDistriCyovToNextYrAmt
Excess From Year5	$0	ExcessFromYear5Amt
Excess From Year4	$0	ExcessFromYear4Amt
Excess From Year3	$86,954	ExcessFromYear3Amt
Excess From Year2	$240,000	ExcessFromYear2Amt
Excess From Year1	$310,000	ExcessFromYear1Amt

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
line 6	Packard W.D. Fund Z OCHR is filing a 990 return due to the "reasonable cause exception" allowed by IRS. This exception applies based on the following:
line 6	1. The failure was due to reasonable cause and not to willful neglect. KeyBank administers over 1,700 charitable trust accounts. KeyBank has a legal department, a non-profit administrative area, and 4 regional trust tax departments that interact with each other to meet compliance.
line 6	2. The failure was unforseen and not anticipated. keyBank as trustee maintains a close and continuous working relationship with the beneficiaries. The under-distribution was discovered in preparing the 990 return.
Part IV, Section D Line 2	Keybank 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.
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 relationship with Packard Music Hall and Band. The supported organization maintains 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 supported organization receives
Part V, Section D Line 8 (cont'd)	periodic statements reflecting all activity in the trust regarding income, expenses and investments. Keybank welcomes the input of the supported organization as to investments.

Schedule D IRS990ScheduleD

Other Securities OtherSecuritiesGrp (4 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
Charitable Multi Asset Fund	$4,535,978	C
Charitable Income Fund	$298,018	C
Glasfunds	$422,266	C
PROTEUS SPC-1825 CAP ENHANCED INC S	$550,749	C

Field	Value	IRS element (for citing)
Total Book Value Securities	$5,807,011	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	W D PACKARD BAND	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1703 MAHONING AVE N W	AddressLine1Txt
City	WARREN	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	44483	ZIPCd

Field	Value	IRS element (for citing)
Recipient EIN	346002974	RecipientEIN
IRC Section	170(b)(1)(A)(vi)	IRCSectionDesc
Cash Grant	$310,000	CashGrantAmt

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 NOT AWARDED. INCOME IS USED SOLELY FOR THE SUPPORT OF THE PACKARD BAND AND BAND HALL.	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 8a	KeyBank administration documents all meetings and written actions taken during the year. Actions through NPTAC are also documented
EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b	KeyBank administration documents all meetings and written actions taken during the year. Actions through NPTAC are also documented.
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.
EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c	NO CONFLICT OF INTEREST POLICY EXISTS FOR THE TRUST. KEYBANK N.A. HAS A CORPORATE CONFLICT OF INTEREST POLICY
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	COST BASIS ADJUSTMENT ($141)

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	W D PACKARD BAND	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1703 MAHONING AVE N W	AddressLine1Txt
City	WARREN	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	44483	ZIPCd

Field	Value	IRS element (for citing)
EIN	346002974	EIN
Primary Activities	CONCERT PERFORMANCES	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