2024-11-08T14:01:13-06:00 2023-12-31 346565596 ERNST & YOUNG US LLP 2100 ONE PPG PLACE PITTSBURGH PA 15222 990 2023-01-01 346752642 FRANCES BEAN VAIR FBO CWRU VAIR 4127629965 116 ALLEGHENY CENTER MALL P8YB3502L PITTSBURGH PA 15212 PNC BANK N A TAX MANAGER 4127629965 2024-10-31 true true JASON BELOT P00183464 3302555814 2024-10-31 2023 2024-10-15 13:58:12Z DAVID GORDON CO PNC BANK NA 116 ALLEGHENY CENTER MALL PITTSBURGH PA 15212 2623987 false X N/A X 2009 OH PROVIDE SUPPORT TO CASE WESTERN RESERVE UNIVERSITY SCHOOL OF MEDICINE FOR THE PURPOSE OF CONDUCTING AND CARRYING ON RESEARCH IN CONNECTION WITH THE PREVENTION, TREATMENT AND CURE OF HEART DISEASE. 1 0 0 0 0 0 0 808807 928302 0 808807 928302 2312149 2034102 0 212796 203029 0 0 11803 16218 2536748 2253349 -1727941 -1325047 37536974 36125319 0 0 37536974 36125319 X PROVIDE SUPPORT TO CASE WESTERN RESERVE UNIVERSITY SCHOOL OF MEDICINE FOR THE PURPOSE OF CONDUCTING AND CARRYING ON RESEARCH IN CONNECTION WITH THE PREVENTION, TREATMENT AND CURE OF HEART DISEASE. false false 2074908 2034102 SUPPORT TO CWRU FOR RESEARCH INTO TREATMENT AND CURE OF HEART DISEASE 2074908 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 false false false false true true true true false true false false false OH X PNC BANK NA 4127629965 116 ALLEGHENY CENTER MALL PITTSBURGH PA 15212 PNC BANK NA TRUSTEE 40.0 0.0 X 203029 0 0 203029 0 0 1 false false false 837168 837168 1786819 1695685 91134 91134 91134 928302 928302 2034102 2034102 203029 40606 162423 2977 2977 Foreign Taxes 13041 13041 State Filing Fees 200 200 2253349 2074908 178441 0 151519 434988 37385455 35690331 37536974 36125319 0 0 X 36125319 37536974 37536974 36125319 37536974 36125319 X -1325047 -86608 X false false false X X 1 CASE WESTERN RESERVE UNIVERISTY 341018992 2 true 2034102 0 1 2034102 0 true false false false false false false false false false false true false false false false true false true 0 0 718826 837168 718826 837168 0 181840 178441 0 536986 658727 41603604 39461013 0 0 41603604 39461013 0 0 41603604 39461013 624054 591915 40979550 38869098 1434284 1360418 0 1434284 1360418 536986 456438 1434284 1434284 0 1434284 2034102 0 40806 0 0 0 2074908 2034102 1434284 1.0 1434284 0 0 0 0 1129294 2354908 3484202 0 1434284 0 2049918 2074908 0 2074908 0 0 4124826 0 0 0 2049918 2074908 PART IV, SECTION D, LINE 2 FRANCES BEAN VAIR TE TRUST MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE SUPPORTED ORGANIZATION BY HAVING MEETINGS ABOUT INVESTMENTS AND GENERAL OPERATIONS OF THE TRUST, DISBURSING FUNDS ONLY TO THE NAMED QUALIFIED CHARITABLE ORGANIZATION, AND PROVIDING STATEMENTS TO THEM OF TRUST ACTIVITIES. PART IV, SECTION D, LINE 3 FRANCES BEAN VAIR IS AN IRREVOCABLE CHARITABLE TRUST DESCRIBED IN SECTION 501(C)(3). THE INTEGRAL PART TEST HAS BEEN MET BY DEMONSTRATING THAT THE TRUST WAS REQUIRED BY THE TERMS OF THE GOVERNING INSTRUMENT TO DISTRIBUTE THE NET INCOME SOLELY TO THE SUPPORTED ORGANIZATION AND THAT THE AMOUNT OF SUPPORT PROVIDED TO THE SUPPORTED ORGANIZATION WAS SUFFICIENT TO ENSURE THE PART IV, SECTION D, LINE 3 (CONTINUED) ATTENTIVENESS OF THE ORGANIZATION TO THE OPERATIONS OF THE TRUST. THE TRUST CONTINUES TO SATISFY THE INTEGRAL AND ATTENTIVENESS TESTS IN THE SAME MANNER. PART V, SECTION D, LINE 8 THE ORGANIZATION IS A TRUST FUND THAT DISBURSES FUNDS ONLY TO QUALIFYING CHARITABLE ORGANIZATIONS AS DIRECTED BY THE TRUST'S GOVERNING INSTRUMENT TO BE USED ONLY IN ACCORDANCE WITH THE GOVERNING INSTRUMENT. true CASE WESTERN RESERVE UNIVERSITY 10900 EUCLID AVE CLEVELAND OH 44106 341018992 501(C)(3) 2034102 FMV SUPPORT RESEARCH FOR TREATMENT AND CURE OF HEART DISEASE EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 FRANCES BEAN VAIR TE IS A TRUST FUND THAT DISBURSES FUNDS ONLY TO QUALIFYING CHARITABLE ORGANIZATIONS AS DIRECTED BY THE TRUST'S GOVERNING INSTRUMENT TO BE USED ONLY IN ACCORDANCE WITH THE GOVERNING INSTRUMENT. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a The Frances Bean Vair TE is a trust fund and has no written policy regarding documentation of meetings and written actions of its governing body and committees with authority to act on its behalf. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b The Frances Bean Vair TE is a trust fund and has no written policy regarding documentation of meetings and written actions of its governing body and committees with authority to act on its behalf. FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW PNC BANK, AS SOLE TRUSTEE, ARRANGES FOR THE PREPARATION OF FORM 990. RETURNS ARE SUBMITTED TO THE TRUSTEE FOR REVIEW PRIOR TO FILING. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c The conflict of interest policy of PNC Charitable Trust requires an annual affirmation that it has been received, read, understood, and agreed to be complied with. In addition, the policy requires an annual disclosure of the existence and nature of any affiliation in which a party would be considered an interested person under the policy. FORM 990, PAGE 6, PART VI, LINE 19 COPIES ARE AVAILABLE UPON REQUEST. EXPLANATION FOR FORM 990, PART XI, LINE 9 2022 Transaction Posted in 2023 $1,336; 2023 Transaction Posted in 2024 ($2,104); Adjustment to Income ($86,515); Cost Basis Adjustment $675 CASE WESTERN RESERVE UNIVERSITY 10900 EUCLID AVE CLEVELAND OH 44106 341018992 UNIVERSITY OH 501(C)(3) 2 N/A false false true false false false false false false false false false false false false false false false false false CASE WESTERN RESERVE UNIVERISTY b 2034102 FMV