2024-11-05T08:01:24-06:00 2023-12-31 920460586 PWC US TAX LLP 4300 E CAMELBACK ROAD STE 475 PHOENIX AZ 85018 990 2023-01-01 346506870 RHODES ROBERT R TR RHOD 2164712012 4900 TIEDEMAN ROAD OH-01-49-0381 BROOKLYN OH 44144 KEYBANK BY JOSEPH VELKOS VICE PRESIDENT 2164712012 2024-10-30 true true JEFFREY E KUHLIN P00353001 4123556000 2024-10-30 X 2023 2024-10-15 13:58:12Z KEYBANK N A TRUSTEE 1933110 false X N/A X 1933 OH Grant payments are made in compliance with the Last Will and Testamentof Robert R Rhodes dated November 4, 1913 and aligned with updated Exhibit A Named Beneficiaries dated April 19, 1940.Keybank, as Trustee, makes distributions to pre selected exempt organizations to be used for their exempt purpose. Keybank maintains a responsiveness to the needs and activities of each beneficiary organization in the attainment of its mission. Under the Ohio Institutional Trust Funds Act of 1999, all beneficiaries except HiramHouse have chosen to receive the maximum of income based on thegreater of 5% of AFV or traditional income.Hiram House has chosen traditional income. The trust can be terminated by any 25% combination of beneficiary income interests. 1 0 0 29583 13792 0 0 -82792 385497 7241 30227 -75551 415724 2100545 1844829 0 191471 182233 0 0 444 1250 2292460 2028312 -2368011 -1612588 36345224 34739463 0 0 36345224 34739463 X Grant payments are made in compliance with the Last Will and Testamentof Robert R Rhodes dated November 4, 1913 and aligned with updated Exhibit A Named Beneficiaries dated April 19, 1940.Keybank, as Trustee, makes distributions to pre selected exempt organizations to be used for their exempt purpose. Keybank maintains a responsiveness to the needs and activities of each beneficiary organization in the attainment of its mission. Under the Ohio Institutional Trust Funds Act of 1999, all beneficiaries except HiramHouse have chosen to receive the maximum of income based on thegreater of 5% of AFV or traditional income.Hiram House has chosen traditional income. The trust can be terminated by any 25% combination of beneficiary income interests. false false 318161 318161 Grants made to University Hospitals are used for support and attainment of their exempt purpose. 288657 288657 Grants made to Cleveland Clinic Foundation are made for the support and attainment of the Hospital's mission. 1238021 1238021 1238021 1238021 1844839 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 true true 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 44144 KEYBANK NATIONAL ASSOCIATION TRUSTEE 5.0 X 182233 0 0 182233 0 0 1 false false false 463901 463901 1438982 1517386 -78404 -78404 -78404 30227 29583 644 30227 415724 29583 386141 1844829 1844829 182233 182233 1050 1050 200 200 2028312 1844829 183483 0 212254 215463 36132970 34524000 36345224 34739463 0 0 X 36516176 34739463 -170952 36345224 34739463 36345224 34739463 X -1612588 6827 X false false false X X 23 CLEVELAND CLINIC FDN 340714570 3 true 288657 0 CENTER FOR COMM SOLUTIONS 340714723 7 true 57550 0 AMERICAN LUNG ASSOCIATION 314379531 7 true 29503 0 A M MCGREGOR HOME 340714356 10 true 115099 0 ST ALEXISSISTERS ST FRAN 340714485 3 true 57550 0 CLEVE CLINIC CHILD HOSPIT 340714570 3 true 57550 0 BEECH BROOK 340714597 3 true 57550 0 VOCATIONAL GUIDANCE REHAB 340714650 7 true 57550 0 CHURCH HOME 340714658 1 true 29503 0 VISITING NURSE ASSOC 340714722 7 true 29503 0 YWCA 340714800 6 true 115099 0 ST JOHN EPISCOPAL CHURCH 341018587 1 true 59006 0 CASE WESTERN RESERVE 341018992 2 true 57549 0 ELIZA JENNINGS SNR CARE 341166722 7 true 57549 0 UNIVERSITY HOSPITALS 341567805 3 true 318161 0 ALTHENHEIM FDN 341647102 10 true 57549 0 ST JOHN MEDICAL CENTER 341260978 3 true 29503 0 Rainbow Babies & Children's Hospital 346532528 3 true 59006 0 CSAHS 341893452 7 true 57549 0 GOODRICH-GANNETT NEIGHBOR 341154199 7 true 57549 0 The Hiram House 340714352 7 true 23646 0 YMCA OF GREATER CLEVE 340714728 7 true 115099 0 ST LUKES FOUNDATION 340714513 3 true 57549 0 23 1844829 0 true false false false false false false false false false false false false false false true false true X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1711488 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART IV, SECTION D, LINE 2 KeyBank representatives have completed an extensive internal review ofsupporting organization accounts. This was done in concert with in house counsel and individual determinations were made with respect to the relationships.The trust can be terminated by any 25% combination of beneficiary income interests. The trustee has the right to amend the trust to insure continuation of 509(a)3 status. PART IV, SECTION D, LINE 3 KeyBank, as Trustee, welcomes the input of the charitable beneficiaries as to investments. Line 8 KeyBank, as Trustee, maintains a close and continuous working relationship with each supporting organization. The supported organizations maintain a significant voice as the trust can be terminated by any 25% combination of beneficiary income interests. The Trustee has theauthority to amend the document to insure the Line 8 Continued continuation of 509(a)3 status. The supported organizations receive periodic statements reflecting all activity in the trust regarding income, expenses, and investments. KeyBank welcomes the input of the supported organizations as to investments. true Center for Community Solutions 1501 Euclid Ave STE 310 Chagrin Falls OH 440221397 340714320 170 (b) (1) (A) 57550 Grants made are for human service providers to identify and resolve economic, health and social issues facing Northeast Ohio American Lung Association 5900 Wilcox Pl Dublin OH 43016 314379531 170 (b) (1) (A) 29503 Grants made are for the support and attainment of the organization's mission The Hiram House 33775 Hiram Trl Chagrin Falls OH 440221397 340714320 170 (b) (1) (A) 23646 Grants made are for the support and attainment of the organization's mission A M McGregor Home 14900 Private Drive Cleveland OH 441123413 340714356 170 (b) (1) (A) 115099 Grants made are for the support and attainment of the organization's mission St AlexisSisters of St Francis 1515 E Dragdoon Trail Mishawaka IN 46544 340714485 170 (b) (1) (A) 57550 Grants made are for the support and attainment of the organization's mission Cleveland Clinic Children's Hospital 6801 Brecksville Rd STE 2 Independence OH 441315062 340714570 170 (b) (1) (A) 57550 Grants made are for support and attainment of the hospital's mission Beech Brook 3737 Lander Road Cleveland OH 441245712 340714597 170 (b) (1) (A) 57550 Grants made are for the support and attainment of the organization's mission Vocational Guidance & Rehabilitation 2239 E 55th Street Cleveland OH 441034451 340714650 170 (b) (1) (A) 57550 Grants made are for the support and attainment of the organization's mission Church Home for Sick & Friendless 2230 Euclid Ave Cleveland OH 441153204 340714658 170 (b) (1) (A) 29503 Grants made are for the support and attainment of the organization's mission Visiting Nurse Association 2500 E 22nd Street Cleveland OH 441153204 340714728 170 (b) (1) (A) 29503 Grants made are for support and attainment of the organization's mission YMCA of Greater Cleveland 2200 Prospect Ave STE 900 Cleveland OH 441152674 340714728 170 (b) (1) (A) 115099 Grants made are for the support and attainment of the organization's mission Young Womens Christian Association 4019 Prospect Ave Cleveland OH 441034317 340714800 170 (b) (1) (A) 115099 Grants made are for the support and attainment of the organization's mission St Johns Episcopal Church 2230 Euclid Cleveland OH 44115 341018992 170 (b) (1) (A) 59006 Grants made are for the support and attainment of the organization's mission Case Western Reserve 11000 Cedar Ave Cleveland OH 44106 341018992 170 (b) (1) (A) 57549 Grants made are for the suppport and attainment of the organization's mission Goodrich-Gannett Neighborhood Center 1400 E 55th St Cleveland OH 44103 341154199 170 (b) (1) (A) 57549 Grants made are for the support and attainment of the center's mission Eliza Jennings Senior Care Network 14701 Detroit Ave STE 620 Lakewood OH 44107 341166722 170 (b) (1) (A) 57549 Grants made are for support and attainment of the organization's mission University Hospitals 11100 Euclid Ave MCCO-5062 Cleveland OH 44106 341567805 170 (b) (1) (A) 318161 Grants made are for the support and attainment of the hospital's mission Altenheim Foundation 18627 Shurmer Rd Strongsville OH 44136 341647102 170 (b) (1) (A) 57549 Grants made are for the support and attainment of the organization'smission St Vincent CharityCSAHS 6935 Treeline Dr STE J Brecksville OH 44141 341893452 170 (b) (1) (A) 57549 Grants made are for support and attainment of the hospital's mission Cleveland Clinic Foundation 9500 Euclid Ave Cleveland OH 44195 340714585 170 (b) (1) (A) 288657 Grants made are for support and attainment of the hospital's mission St John Medical Center 29000 Center Ridge Rd Westlake OH 44145 341260978 170 (b) (1) (A) 29503 Grants made are for support and attainment of the hospital's mission Rainbow Babies and Children's Hospital 11100 Euclid Ave Cleveland OH 44106 346532528 170 (b) (1) (A) 59006 Grants made are for support and attainment of the hospital's mission St Luke's Foundation 4208 Prospect Ave Ste 600W Cleveland OH 44106 340714513 170 (b) (1) (A) 57549 Grants made are for the support and attainment of the organization'smission 23 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 compliancewith 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. EXPLANATION FOR FORM 990, PAGE 2, PART III, LINE 4d Grants made are for support and attainment of the missions of the organizations. 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 by phone and delivered within 2 weeks. EXPLANATION FOR FORM 990, PART XI, LINE 9 GRANT RECOVERY, PARTNERSHIP BASIS ADJUSTMENT Center for Community Solutions 1501 Euclid Ave STE 310 CLEVELAND OH 44022 340714320 HUMAN SERVICES OH N/A false American Lung Association 5900 Wilcox Pl DUBLIN OH 43016 314379531 CHARITY OH N/A false A M McGregor Home 14900 Private Drive CLEVELAND OH 44112 340714356 CHARITY OH N/A false St AlexisSisters of St Francis 1515 E Dragdoon Trail Mishawaka IN 46544 340714485 CHARITY IN N/A false Cleveland Clinic Childrens Hospital 6801 Brecksville Rd INDEPENDANCE OH 44131 340714570 HOSPITAL OH N/A false Beech Brook 3737 Lander Road CLEVELAND OH 44124 340714597 CHARITY OH N/A false Vocational Guidance & Rehabilitation 2239 E 55th Street CLEVELAND OH 44103 340714650 CHARITY OH N/A false Church Home for Sick & Friendless 2230 Euclid Ave CLEVELAND OH 44115 340714658 CHARITY OH N/A false Visiting Nurse Association 2500 E 22nd Street CLEVELAND OH 44115 340714728 CHARITY OH N/A false YMCA of Greater Cleveland 2200 Prospect Ave CLEVELAND OH 44115 340714728 CHARITY OH N/A false Young Womens Christian Association 4019 Prospect Ave CLEVELAND OH 44103 340714800 CHARITY N/A false St Johns Episcopal Church 2230 Euclid CLEVELAND OH 44115 341018992 CHURCH OH N/A false Case Western Reserve 11000 Cedar Ave CLEVELAND OH 44106 341018992 CHARITY OH N/A false Goodrich-Gannett Neighborhood Center 1400 E 55th St CLEVELAND OH 44103 341154199 CHARITY OH N/A false Eliza Jennings Senior Care Network 14701 Detroit Ave LAKEWOOD OH 44107 341166722 CHARITY OH N/A false University Hospitals 11100 Euclid Ave CLEVELAND OH 44106 341567805 HOSPITAL OH N/A false Altenheim Foundation 18627 Shurmer Rd STRONGSVILLE OH 44136 341647102 CHARITY OH N/A false Cleveland Clinic Foundation 9500 Euclid Ave CLEVELAND OH 44195 340714585 HOSPITAL OH N/A false St John Medical Center 29000 Center Ridge Rd WEST LAKE OH 44145 341260978 HOSPITAL OH N/A false Rainbow Babies 11100 Euclid Ave CLEVELAND OH 44106 CHARITY OH N/A false false true false false false false false false false false false false false false false false false false false