2023-05-08T13:00:32-05:00 2022-12-31 134008324 PRICEWATERHOUSECOOPERS LLP 1850 N CENTRAL AVE STE 700 PHOENIX AZ 85004 990 2022-01-01 346506206 BERTHA AIKEN MCMYLER TRUST MCMY 2166897538 4900 TIEDEMAN ROAD OH-01-49-0381 BROOKLYN OH 44144 KEYBANK BYP S CHMURA VICE PRESIDENT 2166897538 2023-03-29 true 0 JEFFREY E KUHLIN P00353001 4123556000 2023-03-29 X 2022 2023-04-26 12:10:37Z X KEYBANK NA TRUSTEE 181787 false X N/A X 1922 OH GRANTS ARE MADE ACCORDING TO THE TRUST AGREEMENT DATED MARCH 1,1922. KEYBANK, AS TRUSTEE, MAKES DISTRIBUTIONS TO THE CLEVELAND MUSEUM OF ART (CMA) FOR THE MAINTENANCE AND PERPETUATION OF THE MUSEUM'S DEPARTMENT OF MUSICAL ARTS. KEYBANK MAINTAINS RESPONSIVENESS TO THE NEEDS AND ACTIVITIES OF EACH BENEFICIARY ORGANIZATION IN THE ATTAINMENT OF ITS MISSION. THE CMA SHALL HAVE THE RIGHT AT ANY TIME TO OFFER ITS INSIGHT OR SUGGESTIONS TO KEYBANK WITH RESPECT TO THE ADMINISTRATION OR INVESTMENTS OF THE TRUST. KEYBANK AGREES TO TAKE DUE CONSIDERATION OF ALL SUGGESTIONS, AND AGREES TO TAKE ALL STEPS NECESSARY TO ENSURE THAT CMA HAS A SIGNIFICANT VOICE WITH RESPECT TO THE TRUST. UNDER THE OHIO INSTITUTIONAL TRUST FUNDS ACT OF 1999, THE BENEFICIARY HAS CHOOSEN TO RECEIVE THE MAXIMUM OF INCOME BASED ON THE GREATER OF 5% OF AFV OR TRADITIONAL INCOME. 1 0 0 0 0 0 0 133764 98396 0 133764 98396 103686 127243 0 5617 3388 0 0 1434 1050 110737 131681 23027 -33285 1797433 1764149 0 0 1797433 1764149 X GRANTS ARE MADE ACCORDING TO THE TRUST AGREEMENT DATED MARCH 1,1922. KEYBANK, AS TRUSTEE, MAKES DISTRIBUTIONS TO THE CLEVELAND MUSEUM OF ART (CMA) FOR THE MAINTENANCE AND PERPETUATION OF THE MUSEUM'S DEPARTMENT OF MUSICAL ARTS. KEYBANK MAINTAINS RESPONSIVENESS TO THE NEEDS AND ACTIVITIES OF EACH BENEFICIARY ORGANIZATION IN THE ATTAINMENT OF ITS MISSION. THE CMA SHALL HAVE THE RIGHT AT ANY TIME TO OFFER ITS INSIGHT OR SUGGESTIONS TO KEYBANK WITH RESPECT TO THE ADMINISTRATION OR INVESTMENTS OF THE TRUST. KEYBANK AGREES TO TAKE DUE CONSIDERATION OF ALL SUGGESTIONS, AND AGREES TO TAKE ALL STEPS NECESSARY TO ENSURE THAT CMA HAS A SIGNIFICANT VOICE WITH RESPECT TO THE TRUST. UNDER THE OHIO INSTITUTIONAL TRUST FUNDS ACT OF 1999, THE BENEFICIARY HAS CHOOSEN TO RECEIVE THE MAXIMUM OF INCOME BASED ON THE GREATER OF 5% OF AFV OR TRADITIONAL INCOME. false false 127243 127243 GRANTS PAID TO CLEVELAND MUSUEM OF ART FOR THE MAINTENANCE AND PERPETUATION OF THE MUSEUM'S DEPARTMENT OF MUSICAL ARTS. 127243 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 National Association 2168134556 4900 Tiedeman Rd OH-01-49-0381 Brooklyn OH 441442302 KEYBANK NA TRUSTEE 1.0 X 3388 0 0 3388 0 0 false false false 28101 28101 153686 83391 70295 70295 70295 98396 98396 127243 127243 3388 3388 1050 1050 GROUP 2019 990-T BAL DUE OAG STATE FILING FEE 131681 127243 4438 0 17613 23116 1779820 1741033 1797433 1764149 0 0 X 1797433 1764149 1797433 1764149 1797433 1764149 X -33285 1 X false false false X X 1 CLEVELAND MUSEUM OF ART 340714336 7 true 127243 0 1 127243 0 true false false false false false false false false false false true false false false false true false true 1964 0 30278 28101 32242 28101 0 7051 4438 0 25191 23663 2550794 2346888 0 0 2550794 2346888 0 0 2550794 2346888 38262 35203 2512532 2311685 87939 80909 0 87939 80909 25191 21412 87939 87939 0 87939 127243 0 0 0 0 0 127243 127243 87939 1.0 87939 0 0 0 0 37989 103686 141675 0 87939 0 53736 127243 0 127243 0 0 180979 0 0 0 53736 127243 PART IV, Section D, Line 2 The Cleveland Museum of Art and KeyBank maintain a close and continuous relationship with respect to the administration and investments of the trust.The parties shall continue to meet at least twice a year, in order to review the administration and investments of the trusts. PART IV, Section D, Line 3 KeyBank as Trustee recognizes the charitable organization's right to offer insight with respect to the administration or investments of the trust. KeyBank agrees to take due consideration of all suggestions, and agrees to take all steps necessary to ensure that the Cleveland Museum of Art has a significant voice with respect to the trusts. PART V, Section D, Line 8 The Cleveland Museum of Art shall have the authority to approve all investment policy statements with respect to the trusts, as well as any future changes to those investment policy statements. The investment policy statements shall contain the agreed-upon permissible range of investment allocations. The Cleveland Museum of Art may designate an individual, a committee, or a consultant to PART V, Section D, Line 8 Cont. exercise the approvals. KeyBank will continue to provide to the Cleveland Museum of Art periodic statements at least quarterly, reflecting the book value and market value of all trust investments, and all receipts and disbursements from the trusts. As the sole beneficiary of the trusts, the Cleveland Museum of Art has always had complete control over the disposition of income that has been PART V, Section D, Line 8 Cont. distributed from the trusts to the Cleveland Museum of Art. The parties acknowledge that Charles Hyle serves on the Board of CMA, and is also a senior executive at KeyBank. This further demonstrates the close relationship between the parties. CTF - CLEVELAND MUSEUM OF ART FUND 1741033 C 1741033 true CLEVELAND MUSEUM OF ART 11150 EAST BLVD CLEVELAND OH 441061797 340714336 170(b)(1)(A)(vi) 127243 MUSEUM'S DEPT OF MUSICAL ARTS 1 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. 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 EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b KEYBANK'S ADMINISTRATION DOCUMENTS ALL MEETINGS AND WRITTEN ACTIONS TAKEN DURING THE YEAR 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 15a KEYBANK IS SOLE TRUSTEE, IS COMPENSATED AS SUCH, AND MAKES ALLDECISIONS WITH RESPECT TO THE OPERATION AND ADMINISTRATION OF THETRUST. 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 CLEVELAND MUSUEM OF ART 11150 EAST BLVD CLEVELAND OH 44106 340714336 ART OH 501(c)3 170(b)(1)(A)(vi) N/A false false true false false false false false false false false false false false false false false false false false