2023-05-08T15:00:30-05:00 2022-12-31 134008324 PRICEWATERHOUSECOOPERS LLP 1850 N CENTRAL AVE STE 700 PHOENIX AZ 85004 990 2022-01-01 346923805 SWALLEN CJ & G MSNARY ED SCH FD SWAL 3304895427 4900 TIEDEMAN ROAD OH-01-49-0381 BROOKLYN OH 44144 KEYBANK BYP S CHMURA VICE PRESIDENT 3304895427 2023-05-08 true false JEFFREY E KUHLIN P00353001 4123556000 2023-05-08 X 2022 2023-04-26 12:10:37Z X KEYBANK NA TRUSTEE 375610 false X N/A X 1987 OH GRANTS ARE MADE ACCORDING TO TRUST AGREEMENT DATED OCTOBER 22, 1987. KEYBANK, AS TRUSTEE MAKES DISTRIBUTIONS AS FOLLOWS: 33.333% TO MALONE COLLEGE, 33.333% TO GOSHEN COLLEGE AND 33.334% TO ANDREWS UNIVERSITY. UNDER THE OHIO INSTITUTIONAL TRUST FUNDS ACT OF 1999, THE BENEFICIARIES HAVE CHOSEN TO RECEIVE THE MAXIMUM OF INCOME BASED ON THE GREATER OF 5% OF AFV OR TRADITIONAL INCOME. KEYBANK MAINTAINS A RESPONSIVENESS TO THE NEEDS AND ACTIVITIES OF EACH BENEFICIARY ORGANIZATION IN THE ATTAINMENT OF ITS MISSION. PLEASE NOTE THE CHARITIES HAVE A RIGHT TO REMOVE THE TRUSTEE, AND THE TRUSTEE HAS THE AUTHORITY TO AMEND THE DOCUMENT TO INSURE THE CONTINUATION TO QUALIFY AS A 509(A)3. 1 0 0 0 0 0 0 225759 102946 0 225759 102946 138386 158208 0 32620 29927 0 0 1848 2203 172854 190338 52905 -87392 2662251 2574864 0 0 2662251 2574864 X GRANTS ARE MADE ACCORDING TO TRUST AGREEMENT DATED OCTOBER 22, 1987. KEYBANK, AS TRUSTEE MAKES DISTRIBUTIONS AS FOLLOWS: 33.333% TO MALONE COLLEGE, 33.333% TO GOSHEN COLLEGE AND 33.334% TO ANDREWS UNIVERSITY. UNDER THE OHIO INSTITUTIONAL TRUST FUNDS ACT OF 1999, THE BENEFICIARIES HAVE CHOSEN TO RECEIVE THE MAXIMUM OF INCOME BASED ON THE GREATER OF 5% OF AFV OR TRADITIONAL INCOME. KEYBANK MAINTAINS A RESPONSIVENESS TO THE NEEDS AND ACTIVITIES OF EACH BENEFICIARY ORGANIZATION IN THE ATTAINMENT OF ITS MISSION. PLEASE NOTE THE CHARITIES HAVE A RIGHT TO REMOVE THE TRUSTEE, AND THE TRUSTEE HAS THE AUTHORITY TO AMEND THE DOCUMENT TO INSURE THE CONTINUATION TO QUALIFY AS A 509(A)3. false false 52736 52736 GRANTS MADE TO MALONE COLLEGE TO BE USED FOR SCHOLARSHIPS 52736 52736 GRANTS MADE TO GOSHEN COLLEGE TO BE USED FOR SCHOLARSHIPS 52736 52736 GRANTS MADE TO ANDREWS UNIVERSITY TO BE USED FOR SCHOLARSHIPS 158208 true false false false false false false false false false false false 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 false 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 NA 2168134598 4900 TIEDEMAN RD OH-01-49-0381 BROOKLYN OH 441442302 KEYBANK N A TRUSTEE 1.0 X 29927 0 0 29927 0 0 false false false 70706 70706 304904 272664 32240 32240 32240 102946 102946 158208 158208 29927 29927 1000 1000 1203 1203 190338 158208 32130 0 159397 137158 2437706 2502854 2662251 2574864 0 0 X 2662251 2574864 2662251 2574864 2662251 2574864 X -87392 5 X false false false X X 3 MALONE COLLEGE 341018992 5 true 52736 0 GOSHEN COLLEGE 352158366 5 true 52736 0 ANDREWS UNIVERSITY 381627600 5 true 52736 0 3 158208 0 true false false false false false false false false false false false false false false true false true 0 0 59150 70706 59150 70706 0 34468 32130 0 24682 38576 3164162 2771055 0 0 3164162 2771055 0 0 3164162 2771055 47462 41566 3116700 2729489 109085 95532 0 109085 95532 24682 20980 109085 109085 0 109085 158208 0 0 0 0 0 158208 158208 109085 1.0 109085 0 0 0 63744 138456 138386 340586 0 109085 0 231501 158208 0 158208 0 0 389709 0 0 93115 138386 158208 SCHEDULE A PART IV, SECTION D LINE 2 CONTINUED for Goshen College, of Goshen, Indiana controls and manages the schola rship program and select the recipients of the Clarence and Genevieve Swallen Missionary Endowed Scholarship. The beneficiaries make a full report to the Trustee as to the background and qualifications of such students. SCHEDULE A PART V, SECTION D LINE 8 Keybank as Trustee maintains a close and continuous working relationsh ip with Andrews University, Malone University and Goshen College. All three supported organizations maintain a significant voice as they have the right to remove the Trustee and replace with another corporat e Trustee. They also choose the recipients of the scholarship grants. SCHEDULE A PART V, SECTION D LINE 8 CONTINUED The supported organizations receive periodic statements reflecting all activity in the trust regarding income, expenses and investments. SCHEDULE A PART IV, SECTION D LINE 2 Keybank representatives have completed and extensive internal review o f supporting organization accounts. This was done in concert with in h ouse counsel and individual determinations were made with respect to t he relationships. The beneficiary's Andrews University of Berrien Spri ngs, Michigan; Malone University of Canton, Ohio , and Mennonite Board of Education, INC. SCHEDULE A PART IV SECTION D LINE 3 Keybank as Trustee, welcomes the input of the charitable beneficiaries as to the investments. true MALONE COLLEGE 2600 CLEVELAND AVE NW CANTON OH 447093308 340737794 170(b)(1)(a) 52736 SCHOLARSHIPS FOR MISSIONARY STUDENTS GOSHEN COLLEGE 1700 S MAIN ST GOSHEN IN 465264724 352158366 170(b)(1)(a) 52736 SCHOLARSHIPS FOR MISSIONARY STUDENTS ANDREWS UNIVERSITY US 31 COLLEGE STATION BERRIEN SPRINGS MI 491040002 381627600 170(b)(1)(a) 52736 SCHOLARSHIPS FOR MISSIONARY STUDENTS 3 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 ADMINISTRATIVE REPRESENTATIVES ARE IN PERIODIC CONTACT WITH REPRESENTATIVES OF THE CHARITIES IN ORDER TO BE IN COMPLIANCE WITH THE TRUST PROVISIONS. PART VI LINE 12A NO CONFLICT OF INTEREST POLICY EXISTS FOR THE TRUST. KEYBANK N A HAS A CORPORATE CONFLICT OF INTEREST POLICY. PART VI LINE 14 THE TRUST HAS NO WRITTEN DOCUMENT RETENTION OR DESTRUCTION POLICY. KEYBANK N A HAS A CORPORATE DOCUMENT RETENTION AND DESTRUCTION POLICY. LINE 15A & LINE 15B KEYBANK IS SOLE TRUSTEE, IS COMPENSATED AS SUCH, AND MAKES ALL DECISIONS WITH RESPECT TO THE OPERATION AND ADMINISTRATION OF THE TRUST. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a KEYBANK IS SOLE TRUSTEE FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW ALL RETURNS ARE PREPARED AND THOROUGHLY REVIEWED BY OUR TAX VENDOR AND/OR INTERNAL PROFESSIONAL TAX DEPARTMENT. FORM 990, PAGE 6, PART VI, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST BY MAIL OR BY PHONE AND DELIVERED WITHIN 2 WEEKS OF THE REQUEST. EXPLANATION FOR FORM 990, PART XI, LINE 9 ROUNDING