2023-11-07T14:00:53-06:00 2023-06-30 920460586 PWC US TAX LLP 4300 E CAMELBACK ROAD SUITE 475 PHOENIX AZ 85018 990 2022-07-01 316527927 NIEHAUS CHARLES FBO AM LUNG TA NIEH 9372855386 4900 TIEDEMAN ROAD OH-01-49-0381 BROOKLYN OH 44144 KEYBANK BYP S CHMURA VICE PRESIDENT 9372855386 2023-10-30 true true JEFFREY E KUHLIN P00353001 4123556000 2023-10-30 X 2022 2023-04-26 12:10:37Z KEYBANK NA TRUSTEE 13583 false X N/A X 1988 OH Grants are made to the American Lung Association of Ohio to provide programs and services according to the restated trust agreement dated March 18, 1995. Under the Internal Revenue Code of 1986, the trust is being administered to. Keybank maintains a responsiveness to the needs and activities of the organization to the attainment of its mission. 1 0 0 0 0 0 0 44799 13583 0 44799 13583 8629 12318 0 7006 6500 0 0 1660 554 17295 19372 27504 -5789 519250 513351 0 0 519250 513351 Grants are made to the American Lung Association of Ohio to provide programs and services according to the restated trust agreement dated March 18, 1995. Under the Internal Revenue Code of 1986, the trust is being administered to. Keybank maintains a responsiveness to the needs and activities of the organization to the attainment of its mission. false false 12318 12318 Income paid to American Lung Association of Ohio for purposes deemed appropriate by the Dayton Advisory Board. 12318 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 true false false false true 0 0 true 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 2168134556 4900 TIEDEMAN RD BROOKLYN OH 44144 KEYBANK NA TRUSTEE 1.0 X 6500 0 0 WILLIAM H BUSH BOARD MEMBER X 0 0 0 ROBERT SINGLETARY BOARD MEMBER X 0 0 0 JOHN M CLOUD BOARD MEMBER X 0 0 0 6500 0 0 false false false 15971 15971 72 72 -2460 -2460 -2460 -2460 13583 13583 12318 12318 6500 6500 554 554 19372 12318 7054 0 41274 519250 472077 519250 513351 0 0 X 519250 513351 519250 513351 519250 513351 X -5789 -110 X false false false X X 1 AMERICAN LUNG ASSOCIATION OF OHIO 131632524 1 true 12318 0 1 12318 0 true false false false false false false false false false false true false false false false true false true 0 0 12948 16043 12948 16043 0 8666 7054 0 4282 8989 766270 693224 0 0 766270 693224 0 0 766270 693224 11494 10398 754776 682826 26417 23899 0 26417 23899 4282 3640 26417 26417 0 26417 12318 0 0 0 0 0 12318 12318 26417 0.466 26417 0 0 10317 10377 7385 8629 37622 0 26417 0 11205 12318 0 12318 0 0 23523 0 0 2576 8629 12318 LINE 2 KEYBANK REPRESENTATIVES HAVE COMPLETED AN EXTENSIVE INTERNAL REVIEW OF SUPORTING ORGANIZATON 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 509A3 STATUS. LINE 8 KEYBANK, AS TRUSTEE, MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE AMERICAN LUNG ASSOCIATION. 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 DOCUEMENT TO INSURE THE CONTINUATION OF 509a3 STATUS. LINE 3 THE TRUSTEES MAINTAIN A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE AMERICAN LUNG ASSOC. THE SUPPORTED ORGANIZATION RECEIVES PERIODIC STATEMENTS REFLECTING ALL ACTIVITY IN THE TRUST REGARDING INCOME, EXPENSES AND INVESTMENTS. THE TRUSTEES WELCOME THE INPUT OF THE SUPPORTED ORGANIZATION AS TO INVESTMENTS. true American Lung Association of Ohio 5900 WILCOX PL DUBLIN OH 43016 131632524 509(a)(1) 12318 1 EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 Grants are made to 501(c)3 organization that is named in the trust document. Our administrative representatives are in periodic contactwith representatives of the charities in order to be in compliancewith the trust provisions. Section B, Line 11b All returns are thoroughly prepared and reviewed by our internalprofes sional tax department. Section B, Line 14 The trust has no written document retention or destruction policy.Keybank N.A. has a corporate document retention and destruction policy. Section B, Line 15a Keybank is sole Trustee, is compensated as such, and makes alldecision s with respect to the operation and administration of thetrust. Section B, Line 15b Keybank is sole Trustee, is compensated as such, and makes al decision s with respect to the operation and administration of the trust. Section B. Line 12a No conflict of interet policy exists for the trust. Keybank N.A. has a corporate conflict of interest policy. 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. FORM 990, PAGE 6, PART VI, LINE 19 Documents are available upon request by mail or phone and delivered within 2 weeks. EXPLANATION FOR FORM 990, PART XI, LINE 9 COST BASIS ADJUSTMENT AMERICAN LUNG ASSOCIATION OF OHIO 5900 WILCOX PL DUBLIN OH 43016 131632524 IMPROVING LUNG HEALTH AND PREVENTING LUNG DI 509A1 N/A false false true false false false false false false false false false false false false false false false false false