2024-11-05T08:01:24-06:00 2024-06-30 920460586 PWC US TAX LLP 4300 E CAMELBACK ROAD STE 475 PHOENIX AZ 85018 990 2023-07-01 346857570 WILLIAM R DANIELS MEMORIAL FUND WILL 2166895818 4900 TIEDEMAN ROAD OH-01-49-0381 BROOKLYN OH 44144 KEYBANK BY JOSEPH VELKOS VICE PRESIDENT 2166895818 2024-10-24 true true JEFFREY E KUHLIN P00353001 4123556000 2024-10-24 X 2023 2024-10-15 13:58:12Z KEYBANK N A TRUSTEE 2339382 false X N/A X 1967 OH Grants are made according to trust agreeement dated December 18, 1967,as amended. Keybank, as trustee, makes distributions as follows: 50%to Lakewood United Methodist Church, 30% to The Three Arches Foundation, FKA Lakewood Hospital, 10%to Lakewood Kiwanis, 5% to Lakewood Christian Church, and 5% to theBeck Center. Under the Ohio Institutional Trust Funds Act of 1999, thebeneficiaries have chosen to receive the maximum of income based onthe greater of 5% of AFV or traditional income. Keybank maintains aresponsiveness to the needs and activities of each beneficiaryorganization in the attainment of its mission. Please note thecharities have a right to remove the Trustee, the authority to appointco-trustees, and the Trustee has the authority to amend the documentto insure the continuation to qualify as a 509(a)3. 1 0 0 0 0 0 0 332380 722057 0 332380 722057 641659 568734 0 66099 69222 0 0 4915 2021 712673 639977 -380293 82080 7208899 7291505 0 0 7208899 7291505 X Grants are made according to trust agreeement dated December 18, 1967,as amended. Keybank, as trustee, makes distributions as follows: 50%to Lakewood United Methodist Church, 30% to The Three Arches Foundation, FKA Lakewood Hospital, 10%to Lakewood Kiwanis, 5% to Lakewood Christian Church, and 5% to theBeck Center. Under the Ohio Institutional Trust Funds Act of 1999, thebeneficiaries have chosen to receive the maximum of income based onthe greater of 5% of AFV or traditional income. Keybank maintains aresponsiveness to the needs and activities of each beneficiaryorganization in the attainment of its mission. Please note thecharities have a right to remove the Trustee, the authority to appointco-trustees, and the Trustee has the authority to amend the documentto insure the continuation to qualify as a 509(a)3. false false 291505 291505 Grants made to Lakewood United Methodist Church to be used for the exempt purpose of the church. 88845 88845 Grants made to The Three Arches Foundation, FKA Lakewood Hospital to be used for the exempt purpose of the foundation. 63989 63989 Grants made to Lakewood Kiwanis to be used for its exempt purpose. 124395 124395 124395 124395 568734 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 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 N A 2168134556 4900 TIEDEMAN RD OH-01-49-0150 BROOKLYN OH 441442302 KEYBANK N A TRUSTEE 3.0 X 69222 0 0 69222 0 0 false false false 295950 295950 2043432 1617325 426107 426107 426107 722057 722057 568734 568734 69222 69222 1050 1050 FOREIGN TAX 971 971 639977 568734 71243 0 298492 336956 6910407 6954549 7208899 7291505 0 0 X 7208899 7291505 7208899 7291505 7208899 7291505 X 82080 526 X false false false X X 5 LAKEWOOD UNITED METHODIST 340720557 1 true 291505 0 THREE ARCHES FOUNDATION 346519834 3 true 88845 0 LAKEWOOD KIWANIS 346571607 10 true 63989 0 BECK CENTER 346001636 7 true 35549 0 HEALTHY LAKEWOOD FOUNDATION 832537125 7 true 88845 0 5 568733 0 true false false false false false false false false false false false false false false true false true 0 0 267992 295950 267992 295950 0 66099 69222 0 201893 226728 11375814 11992970 0 5228 0 11375814 11998198 0 0 11375814 11998198 170637 179973 11205177 11818225 392181 413638 0 392181 413638 201893 171609 392181 392181 0 392181 568734 0 0 0 0 0 568734 568734 392181 1.0 392181 0 0 0 0 524336 641659 1165995 0 392181 0 773814 568734 0 568734 0 0 1342548 0 0 132155 641659 568734 LINE 2 KeyBank representatives have completed an extensive internal review of supporting organization 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 509(a)(3) status. 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 all of the supported organizations. The supported organizations maintain 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 document to insure the continuation of 509(a)(3) status. The LINE 8 (CONTINUED) 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 Lakewood United Methodist Church 15700 Detroit Ave Lakewood OH 44107 340720557 170(b)(1)(A) 291505 Grants to be used for the exempt purpose of the church. The Three Arches Foundation FKA Lakewood Hospital Foundation 14601 Detroit Avenue Ste 240 Lakewood OH 44107 346519834 170(b)(1)(A) 88845 Grants to be used for exempt purpose of the foundation. Lakewood Kiwanis PO Box 770405 Lakewood OH 44107 346571607 170(b)(1)(A) 63989 Grants made for William R Daniel Fdn. Beck Center 17801 Detroit Ave Lakewood OH 44107 346001636 170(b)(1)(A) 35549 Grants to be used for the exempt purpose of the charity. Healthy Lakewood Foundation 1375 E 9th Street Cleveland OH 44144 832537125 170(b)(1)(A)(vi) 88845 Grants to be used for the exempt purpose of the foundation 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. Part VI, Line 15 a and b 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 2, PART III, LINE 4d Grants made to HEALTHY LAKEWOOD FOUNDATION and Beck Center 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 CY PENDING SALES ADJ, CY POAI ADJ, PY POAI ADJ.