IRS 990 Nonprofit Profile

Swasey Ambrose 19 Ta

In compliance with the trust agreement dated july 8 1920 keybank as trustee, makes distributions to the western reserve historical society of cleveland, ohio, a public charity. Under the ohio institutional trust funds act of 1999, the beneficiary has chosen to receive the maximum of income based on the greater of 5 percent of the average fair market value or traditional income. Keybank maintains a responsiveness to the needs and activities of the beneficiary organization in the attainment of its mission. Please note that the charity has a right to withdraw principal and the trustee has the authority to amend the document to ensure the continuation to qualify as a 509(a)(3).

Financials

Filing year
2022
Total revenue
$-795
Total expenses
$19K
Total assets
$312K
Program expenses
$19K
Program share of expenses
97%
EIN
346506464
Location
Brooklyn, OH

Leadership and Compensation

Leadership is reported as unpaid in the latest filing.

Keybank National Association - Trustee
$0

Officers, directors and key employees with total reported compensation, from Form 990 Part VII.

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Financial data on this page is sourced from IRS Form 990 filings.