2023-05-08T13:00:30-05:00 2022-12-31 134008324 PRICEWATERHOUSECOOPERS LLP 1850 N CENTRAL AVE STE 700 PHOENIX AZ 85004 990 2022-01-01 346557092 YODER LEONARD R FBO CWR SUCC-TW YODE 2165632451 4900 TIEDEMAN ROAD OH-01-49-0381 BROOKLYN OH 44144 KEYBANK BYP S CHMURA VICE PRESIDENT 2165632451 2023-03-21 true 0 JEFFREY E KUHLIN P00353001 4123556000 2023-03-21 X 2022 2023-04-26 12:10:37Z X 110397 false X N/A X 2003 OH TO AWARD SCHOLARSHIPS TO FEMALE STUDENTS OR FEMALES WHO WISH TO BECOME STUDENTS OF FLORA STONE MATHER COLLEGE OF SAID UNIVERSITYWHO HAVE HIGH SCHOLASTIC STANDINGS AND NEED FINANCIAL ASSISTANCE.THE INCOME SHALL BE USED TO ESTABLISH THE MAYME B. ROBINSON MEMORIALSCHOLARSHIP FUND. THIS IS A DEDICATED SCHOLARSHIP PROGRAM CONTROLLED AND MANAGED BY THE BENEFICIARY CASE WESTERN RESERVE 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. 1 0 0 0 0 0 0 119363 636 0 119363 636 50629 57366 0 12974 11654 0 0 1114 1050 64717 70070 54646 -69434 1019837 950405 0 0 1019837 950405 X TO AWARD SCHOLARSHIPS TO FEMALE STUDENTS OR FEMALES WHO WISH TO BECOME STUDENTS OF FLORA STONE MATHER COLLEGE OF SAID UNIVERSITYWHO HAVE HIGH SCHOLASTIC STANDINGS AND NEED FINANCIAL ASSISTANCE.THE INCOME SHALL BE USED TO ESTABLISH THE MAYME B. ROBINSON MEMORIALSCHOLARSHIP FUND. THIS IS A DEDICATED SCHOLARSHIP PROGRAM CONTROLLED AND MANAGED BY THE BENEFICIARY CASE WESTERN RESERVE 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. false false 57366 57366 Grants made to Case Western Reserve University to be used for scholarships to female students or females who wish to become students of Flora Stone Mather College of said University. 57366 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 true 0 0 0 false false false false false false false false false true 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 ROAD OH-01-49-0381 BROOKLYN OH 441442302 KEYBANK N A TRUSTEE 1.0 X 11654 0 0 11654 0 0 false false false 11078 11078 99319 109761 -10442 -10442 -10442 636 636 57366 57366 11654 11654 1050 1050 Charitable Filing Fee 70070 57366 12704 0 22093 30123 997744 920282 1019837 950405 0 0 X 1019837 950405 1019837 950405 1019837 950405 X -69434 2 X false false false X X 1 CASE WESTERN RESERVE UNIVERSITY 341018992 5 true 57366 0 1 57366 0 true false false false false false false false false false false true false false false false true false true 11149 0 8424 11078 19573 11078 0 14088 12704 0 5485 1147229 982835 0 0 1147229 982835 0 0 1147229 982835 17208 14743 1130021 968092 39551 33883 0 39551 33883 5485 4662 39551 39551 0 39551 57366 0 0 0 0 0 57366 57366 39551 1.0 39551 0 0 0 21696 50560 50629 122885 0 39551 0 83334 57366 0 57366 0 0 140700 0 0 32705 50629 57366 SCHEDULE A PART IV, SECTION D LINE 2 Keybank representatives completed an internal review of supporting org anization account in concert with in house council and individual dete rminations were made with respect to the relationship. The beneficiary Case Western Reserve University (CWRU) controls and manages the dedic ated scholarship program "Mayme B Robinson Memorial Scholarship Fund". CWRU selects the scholarship recipients. SCHEDULE A PART IV SECTION D LINE 3 Keybank, as Trustee, welcomes the input of the charitable beneficiary as to the investments. SCHEDULE A PART V, SECTION D LINE 8 Keybank as Trustee, maintains a close and continuous working relations hip with Case Western Reserve University. The supported organization m aintains a significant voice as they control and manage the dedicated scholrship program in the name of Mayme B. Robinson Memorial Scholarsh ip Fund. Case Western Reserve University selects the recipients of the scholarship. SCHEDULE A PART V. SECTION D LINE 8 continued The supported organization receives periodic statements reflecting all activity in the trust regarding income, expenses, and investments. Ke ybank welcomes the input of the supported organization as to the inves tments. XXX-XX-XXXX CHARITABLE MULTI ASSET FU 810744 C 74006E769 PRAXIS IMPACT BOND FUND O 109538 C 920282 true CASE WESTERN RESERVE UNIVERSITY 10900 EUCLID AVENUE CLEVELAND OH 44106 341018992 170 (b) (1) (A)(ii) 57366 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 THIS 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 & 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 EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a KEYBANK'S 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'S 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. 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 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 false true false false false false false false false false false false false true false false false false false