2024-05-05T14:01:21-05:00 2023-12-31 920460586 PWC US TAX LLP 4300 E CAMELBACK ROAD STE 475 PHOENIX AZ 85018 990 2023-01-01 340733135 WESTERN RESERVE ASSOCIATION NO 1 TRUST WEST 2166890416 4900 TIEDEMAN ROAD OH-01-49-0381 BROOKLYN OH 44144 KEYBANK BYP S CHMURA VICE PRESIDENT 2166890416 2024-04-27 true true JEFFREY E KUHLIN P00353001 4123556000 2024-04-27 X 2023 2023-04-26 12:10:37Z Keybank NA Trustee 34709 false X N/A X 1915 OH The trust distributes net income in support of the purpose of the organization now known as the Western Reserve Association, successor of the Congregational Union of Cleveland, formerly known as the Congregational City Missionary Society of Cleveland, to comply with the Last Will and Testament of H. Clark Ford dated March 12, 1912. 1 0 0 0 0 0 0 10688 7337 0 10688 7337 20366 17436 0 3851 3725 0 0 1274 676 25491 21837 -14803 -14500 402959 388457 0 0 402959 388457 The trust distributes net income in support of the purpose of the organization now known as the Western Reserve Association, successor of the Congregational Union of Cleveland, formerly known as the Congregational City Missionary Society of Cleveland, to comply with the Last Will and Testament of H. Clark Ford dated March 12, 1912. false false 17436 17436 Western Reserve Association serves to coordinate work, program development and services of the local churches in connection with the national organization, the United Church of Christ. 17436 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 true 0 0 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 National Association 2168134556 4900 Tiedeman Rd OH-01-49-0150 Brooklyn OH 44144 KeyBank National Association Trustee 1.0 X 3725 0 0 3725 0 0 false false false 7222 7222 27487 27372 115 115 115 7337 7337 17436 17436 3725 3725 676 676 21837 17436 4401 0 4996 17866 397963 370591 402959 388457 0 0 X 402959 388457 402959 388457 402959 388457 X -14500 -2 X false false false X X 1 Western Reserve Association 340929850 1 true 17436 0 1 17436 0 true false false false false false false false false false false true false false false false true false true 0 0 4703 7222 4703 7222 0 5125 4401 0 0 2821 5125 336839 0 -200 0 5125 336639 0 0 5125 336639 77 5050 5048 331589 177 11606 0 177 11606 0 0 177 177 0 177 17436 0 0 0 0 0 17436 17436 177 1.0 177 0 0 0 5711 17522 20366 43599 0 177 0 43422 17436 0 17436 0 0 60858 0 5534 17522 20366 17436 PART IV, Section D, 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 509a3 status. PART IV, Section D, Line 3 KeyBank, as, Trustee, welcomes the input of Western Reserve Association as to investments. PART IV, Section D, Line 8 KeyBank, as, Trustee, maintains a close and continous working relationship with the Western Reserve 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 authorty to amend the document to insure the continuation of 509a3 status. PART IV, Section D, Line 8, continued The supported organization receives periodic statements reflecting all activity in the trust regarding income, expenses,and investments. KeyBank welcomes the input of the supported organization as to investments. true WESTERN RESERVE ASSOCIATION 960 PORTAGE TRL CUYAHOGA FALLS OH 442213048 340929850 170(b)(1)(A)(i) 17436 Coordinate services of the local churches in connection with the national organization. 1 EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 Grants are made to 501(c)3 organization 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 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 al ldecisions with respect to the operation and administration of the trust. Part VI,Line 12a No conflict of interest 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. 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 ROUNDING ($2) Western Reserve Association 960 Portage Trail Cuyahoga Falls OH 44221 340929850 Religious OH 501(c)3 170(b)(1)(A)(i) N/A false false true false false false false false false false false false false false false false false false false false