BETA

JUNIOR LEAGUE TRUST: Form 990, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
JUNIOR LEAGUE TRUST (EIN 34-6506843)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-07
IRS object ID
202611279349302171
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-07T11:01:38-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN920460586PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PWC US TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14300 E CAMELBACK ROAD STE 475AddressLine1Txt
CityPHOENIXCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85018ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN346506843EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JUNIOR LEAGUE OF CLEVELAND TABusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJUNIBusinessNameControlTxt
Phone2166897663PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14900 TIEDEMAN ROAD OH-01-49-0381AddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44144ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKEYBANK BY JOSEPH VELKOSPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone2166897663PhoneNum
Signature2026-04-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY E KUHLINPreparerPersonNm
PTINP00353001PTIN
Phone4123556000PhoneNum
Preparation2026-04-15PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1KEYBANK NA TRUSTEEBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line14900 Tiedeman RdAddressLine1Txt
CityBrooklynCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44144ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$613,790GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1948FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionGrants are made according to the Trust Agreement dated Nov 29, 1988,between KeyBank as Trustee, and the Junior League of Cleveland,Ohio for charitable and educational purposes.Under the Ohio Institutional Trust Funds Act of 1999,the bene ficiaries have chosen to receive the maximum of income based on the greater of 5 percent of AFV or traditional income. Keybank maintains a responsiveness to the needs and activities of each beneficiary in the attainment of its mission. Please note the beneficiary organization has the right to appoint Co-Trustees or Committee members, authority to withdraw principal,and the Trustee has the authority to amend the document to ensure the continuation to qualify as a 509a3.ActivityOrMissionDesc
Voting Members Governing Body3VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
CY Contributions Grants$0CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$62,626PYInvestmentIncomeAmt
CY Investment Income$259,929CYInvestmentIncomeAmt
PY Other Revenue$8,150PYOtherRevenueAmt
CY Other Revenue$21,919CYOtherRevenueAmt
PY Total Revenue$70,776PYTotalRevenueAmt
CY Total Revenue$281,848CYTotalRevenueAmt
PY Grants And Similar Paid$83,534PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$92,576CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$7,983PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$8,239CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,199PYOtherExpensesAmt
CY Other Expenses$2,107CYOtherExpensesAmt
PY Total Expenses$93,716PYTotalExpensesAmt
CY Total Expenses$102,922CYTotalExpensesAmt
PY Revenues Less Expenses-$22,940PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$178,926CYRevenuesLessExpensesAmt
Total Assets BOY$1,452,870TotalAssetsBOYAmt
Total Assets EOY$1,631,527TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,452,870NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,631,527NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionGrants are made according to the Trust Agreement dated Nov 29, 1988,between KeyBank as Trustee, and the Junior League of Cleveland,Ohio for charitable and educational purposes.Under the Ohio Institutional Trust Funds Act of 1999,the bene ficiaries have chosen to receive the maximum of income based on the greater of 5 percent of AFV or traditional income. Keybank maintains a responsiveness to the needs and activities of each beneficiary in the attainment of its mission. Please note the beneficiary organization has the right to appoint Co-Trustees or Committee members, authority to withdraw principal,and the Trustee has the authority to amend the document to ensure the continuation to qualify as a 509a3.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$92,576ExpenseAmt
Grant$92,576GrantAmt
DescGrants made to the Junior League of Cleveland, Ohio for charitable and/or educational purposes.Desc
Total Program Service Expenses$92,576TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Excs Tax Sect4951 Or4952 Or4953falseExcsTaxSect4951Or4952Or4953Ind
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members3GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KEYBANK NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2168134548PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14900 Tiedeman Rd OH-01-49-0381AddressLine1Txt
CityBrooklynCityNm
State AbbreviationOHStateAbbreviationCd
ZIP441442302ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (3 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtInstitutional TrusteeInstitutionalTrusteeIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
KEYBANK N A
Trustee1.0Yes (X)$8,239$0$0
Stephanie W Dorsey
President1.0$0$0$0Yes (X)
Bethany N Markin
Treasurer1.0$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$8,239TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$44,832TotalRevenueColumnAmt
Exclusion$44,832ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$547,039SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$331,942SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$215,097SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$215,097TotalRevenueColumnAmt
Exclusion$215,097ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$21,919TotalRevenueColumnAmt
Exclusion$21,919ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$21,919OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$281,848TotalRevenueColumnAmt
Exclusion$281,848ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$92,576TotalAmt
Program Services$92,576ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$8,239TotalAmt
Management And General$8,239ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,050TotalAmt
Management And General$1,050ManagementAndGeneralAmt

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,057TotalAmt
Management And General$1,057ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$102,922TotalAmt
Program Services$92,576ProgramServicesAmt
Management And General$10,346ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$83,724BOYAmt
EOY$173,655EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,369,146BOYAmt
EOY$1,457,872EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,452,870BOYAmt
EOY$1,631,527EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$1,452,870BOYAmt
EOY$1,631,527EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,452,870BOYAmt
EOY$1,631,527EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,452,870BOYAmt
EOY$1,631,527EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$178,926ReconcilationRevenueExpnssAmt
Other Changes In Net Assets-$269OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
Acct Compile Or Review BasisAcctCompileOrReviewBasisGrp
FS AuditedfalseFSAuditedInd
FS Audited BasisFSAuditedBasisGrp
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type3 Non FuncYes (X)SupportingOrgType3NonFuncInd
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1JUNIOR LEAGUE OF CLEVE OHBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN340714682EIN
Organization Type10OrganizationTypeCd
Governing Document ListedYes (true)GoverningDocumentListedInd
Support$92,576SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$92,576SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (true)ListedByNameGoverningDocInd
Suprt Org No IRS DeterminationfalseSuprtOrgNoIRSDeterminationInd
Supported Org Section C456falseSupportedOrgSectionC456Ind
Supported Org Not Organized USfalseSupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgfalseOrganizationChangeSuprtOrgInd
Support Non Supported OrgfalseSupportNonSupportedOrgInd
Payment Substantial ContribtrfalsePaymentSubstantialContribtrInd
Loan Disqualified PersonfalseLoanDisqualifiedPersonInd
Controlled Disqualified PrsnfalseControlledDisqualifiedPrsnInd
Disqualified Prsn Controll IntfalseDisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr IntfalseDisqualifiedPrsnOwnrIntInd
Excess Business Holdings RulesYes (true)ExcessBusinessHoldingsRulesInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Contribution ControllerfalseContributionControllerInd
Contribution FamilyfalseContributionFamilyInd
Contribution35 ControlledfalseContribution35ControlledInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

FieldValueIRS element (for citing)
Timely Provided DocumentsYes (true)TimelyProvidedDocumentsInd
Officers Close RelationshipYes (true)OfficersCloseRelationshipInd
Supported Org Voice InvestmentYes (true)SupportedOrgVoiceInvestmentInd

Adjusted Net Income AdjustedNetIncomeGrp

Net ST Capital Gain Adj Net Incm NetSTCapitalGainAdjNetIncmGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Recoveries PY Distributions RecoveriesPYDistributionsGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Other Gross Income OtherGrossIncomeGrp

FieldValueIRS element (for citing)
Prior Year$48,387PriorYearAmt
Current Year$66,751CurrentYearAmt

Adjusted Gross Income AdjustedGrossIncomeGrp

FieldValueIRS element (for citing)
Prior Year$48,387PriorYearAmt
Current Year$66,751CurrentYearAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Production Income ProductionIncomeGrp

FieldValueIRS element (for citing)
Prior Year$9,982PriorYearAmt
Current Year$10,346CurrentYearAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Total Adjusted Net Income TotalAdjustedNetIncomeGrp

FieldValueIRS element (for citing)
Prior Year$38,405PriorYearAmt
Current Year$56,405CurrentYearAmt

Minimum Asset Amount MinimumAssetAmountGrp

Average Monthly FMV Of Sec AverageMonthlyFMVOfSecGrp

FieldValueIRS element (for citing)
Prior Year$1,851,519PriorYearAmt
Current Year$1,861,798CurrentYearAmt

Average Monthly Cash Balances AverageMonthlyCashBalancesGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

FMV Other Non Exempt Use Asset FMVOtherNonExemptUseAssetGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Total FMV Of Non Exempt Use Asset TotalFMVOfNonExemptUseAssetGrp

FieldValueIRS element (for citing)
Prior Year$1,851,519PriorYearAmt
Current Year$1,861,798CurrentYearAmt
FieldValueIRS element (for citing)
Discount Claimed$0DiscountClaimedAmt

Acquisition Indebtedness AcquisitionIndebtednessGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Adjusted FMV Less Indebtedness AdjustedFMVLessIndebtednessGrp

FieldValueIRS element (for citing)
Prior Year$1,851,519PriorYearAmt
Current Year$1,861,798CurrentYearAmt

Cash Deemed Charitable CashDeemedCharitableGrp

FieldValueIRS element (for citing)
Prior Year$27,773PriorYearAmt
Current Year$27,927CurrentYearAmt

Net Vl Non Exempt Use Assets NetVlNonExemptUseAssetsGrp

FieldValueIRS element (for citing)
Prior Year$1,823,746PriorYearAmt
Current Year$1,833,871CurrentYearAmt

Pct Of Net Vl Non Exempt Use Ast PctOfNetVlNonExemptUseAstGrp

FieldValueIRS element (for citing)
Prior Year$63,831PriorYearAmt
Current Year$64,185CurrentYearAmt

Recoveries PY Distri Min Asset RecoveriesPYDistriMinAssetGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Total Minimum Asset TotalMinimumAssetGrp

FieldValueIRS element (for citing)
Prior Year$63,831PriorYearAmt
Current Year$64,185CurrentYearAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
CY Adj Net Income Distributable$38,405CYAdjNetIncomeDistributableAmt
CY Pct85 Adjusted Net Income$32,644CYPct85AdjustedNetIncomeAmt
CY Total Min Ast Distributable$63,831CYTotalMinAstDistributableAmt
CY Greater Adjusted Minimum$63,831CYGreaterAdjustedMinimumAmt
CY Income Tax Imposed PY$0CYIncomeTaxImposedPYAmt
CY Distributable As Adjusted$63,831CYDistributableAsAdjustedAmt

Distributions DistributionsGrp

FieldValueIRS element (for citing)
CY Paid Accomplish Exempt Prps$92,576CYPaidAccomplishExemptPrpsAmt
CY Pd In Excess Income Activity$0CYPdInExcessIncomeActivityAmt
CY Administrative Expense Paid$0CYAdministrativeExpensePaidAmt
Exempt Use Assets Acquis Paid$0ExemptUseAssetsAcquisPaidAmt
Qualified Set Aside$0QualifiedSetAsideAmt
CY Total Annual Distributions$92,576CYTotalAnnualDistributionsAmt
CY Distri Attentive Suprt Org$92,576CYDistriAttentiveSuprtOrgAmt
CY Distributable As Adjusted$63,831CYDistributableAsAdjustedAmt
CY Distribution Yr1.0CYDistributionYrRt

Distribution Allocations DistributionAllocationsGrp

FieldValueIRS element (for citing)
CY Distributable As Adjusted$63,831CYDistributableAsAdjustedAmt
Underdistributions$0UnderdistributionsAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$59,286ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$86,253ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$83,534ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$229,073TotalExcessDistributionCyovAmt
Cyov Applied Underdistri PY$0CyovAppliedUnderdistriPYAmt
Cyov Applied Underdistr CPY$63,831CyovAppliedUnderdistrCPYAmt
Carryover PY Not Applied$0CarryoverPYNotAppliedAmt
Excess Distribution Cyov$165,242ExcessDistributionCyovAmt
CY Total Annual Distributions$92,576CYTotalAnnualDistributionsAmt
CY Distrib App Underdistri PY$0CYDistribAppUnderdistriPYAmt
Excess Distribution$92,576ExcessDistributionAmt
Remaining Underdistri PY$0RemainingUnderdistriPYAmt
Remaining Underdistri CY$0RemainingUnderdistriCYAmt
Excess Distri Cyov To Next Yr$257,818ExcessDistriCyovToNextYrAmt
Excess From Year5$0ExcessFromYear5Amt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$81,708ExcessFromYear3Amt
Excess From Year2$83,534ExcessFromYear2Amt
Excess From Year1$92,576ExcessFromYear1Amt

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, Section D, Line 2KeyBank representatives have completed an extensive internal review of supporting organization accounts. This was done in concert with inhouse counsel and individual determinations were made with respect to the relationships. The Distribution Committee with a unianimous vote have the right to remove trustee and the right to amend the trust to insure continuation of 509a3 status.
PART IV, Section D, Line 3KeyBank, as Trustee, welcomes the input of the charitablebeneficiaries as to investments.
PART V, Section D, Line 8KeyBank, as Trustee, maintains a close and continuous working relationship with the Junior League of Cleveland. The supported organization maintains a significant voice as they have the rightto remove the Trustee and replace with another corporateTrustee. They have the authority to amend the document toinsure the continuation of 509a3 status. The supported
PART V, Section D, Line 8Continued.organization receives periodic statements reflecting allof the activity in the trust regarding income, expenses andinvestments. KeyBank welcomes the input of the supportedorganization as to investments.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1JUNIOR LEAGUE OF CLEVELAND OHIOBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line110819 MAGNOLIA DRIVEAddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44106ZIPCd
FieldValueIRS element (for citing)
Recipient EIN340714682RecipientEIN
IRC Section509(a)2IRCSectionDesc
Cash Grant$92,576CashGrantAmt
Purpose Of GrantFOR CHARITABLE AND EDUCATIONAL USES OR PURPOSESPurposeOfGrantTxt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceEXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2FormAndLineReferenceDesc
ExplanationGrants are made to 501c3 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.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1aKeybank is sole Trustee.The Distribution Committee has multiple members, but only two elected have Authority, the President, Stephanie W. Dorsey, and the Treasurer, Bethany N. Markin. Distributions are made based upon a Majority Vote of the Distribution Committee.
EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8aKEYBANK ADMINISTRATION DOCUMENTS ALL MEETINGS AND WRITTEN ACTIONS TAKEN DURING THE YEAR. ACTIONS THROUGH NPATAC ARE ALSO DOCUMENTED
EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8bKEYBANK ADMINISTRATION DOCUMENTS ALL MEETINGS AND WRITTEN ACTIONS TAKEN DURING THE YEAR. ACTIONS THROUGH NPATAC ARE ALSO DOCUMENTED
FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEWAll 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 12cNo 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 15aThe trust has no written document retention or destruction policy. Keybank N.A. has a corporate document retention and destruction policy.
FORM 990, PAGE 6, PART VI, LINE 15bKeybank 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 19Documents are available upon request by mail or by phone and delivered within 2 weeks of the request.
EXPLANATION FOR FORM 990, PART XI, LINE 9PY ROC ADJUSTMENT ($223), COST BASIS ADJUSTMENT ($46).

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1JUNIOR LEAGUE OF CLEVELAND OHIOBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line110819 MAGNOLIA DRIVEAddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44106ZIPCd
FieldValueIRS element (for citing)
EIN340714682EIN
Primary ActivitiesCHARITABLE AND EDUCATIONALPrimaryActivitiesTxt
Legal Domicile StateOHLegalDomicileStateCd
Exempt Code Section509(a)2ExemptCodeSectionTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

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