2024-05-05T14:01:19-05:00 2023-12-31 920460586 PWC US TAX LLP 4300 E CAMELBACK ROAD STE 475 PHOENIX AZ 85018 990 2023-01-01 237138910 WESTERN RESERVE ASSOC NO 3 TA WEST 2166897663 4900 TIEDEMAN ROAD OH-01-49-0381 BROOKLYN OH 44144 KEYBANK BYP S CHMURA VICE PRESIDENT 2166897663 2024-04-25 true true JEFFREY E KUHLIN P00353001 4123556000 2024-04-25 X 2023 2023-04-26 12:10:37Z KEYBANK N A TRUSTEE 66172 false X N/A X 1923 OH Grants are made according to the Trust Agreement dated June 14, 1923. Keybank, as trustee, distributes to the Western Reserve Association to further the purpose of the religious work of the Ohio Conference of the United Church of Christ and to strengthen the work of the local churches. Under the Ohio Institutional Trust Funds Act of 1999, Western Reserve Association has chosen to receive the maximum of income based on the greater of 5% of AFV or traditional income. Keybank maintains a responsiveness to the needs and activities of the beneficiary organization in the attainment of its mission. Please note the beneficiary organization has a right to remove the Trustee, authority to direct or approve investments, and the Trustee has the authority to amend the document to insure the continuation to qualify as a 509(a)3. 1 0 0 0 0 0 0 284577 65834 0 284577 65834 108507 95473 0 8192 7907 0 0 1109 656 117808 104036 166769 -38202 2000231 1961951 0 0 2000231 1961951 Grants are made according to the Trust Agreement dated June 14, 1923. Keybank, as trustee, distributes to the Western Reserve Association to further the purpose of the religious work of the Ohio Conference of the United Church of Christ and to strengthen the work of the local churches. Under the Ohio Institutional Trust Funds Act of 1999, Western Reserve Association has chosen to receive the maximum of income based on the greater of 5% of AFV or traditional income. Keybank maintains a responsiveness to the needs and activities of the beneficiary organization in the attainment of its mission. Please note the beneficiary organization has a right to remove the Trustee, authority to direct or approve investments, and the Trustee has the authority to amend the document to insure the continuation to qualify as a 509(a)3. false false 95473 95473 Grants are made to the Western Reserve Association to further the purposes of the religious work of the Ohio Conference of the United Church of Christ and to strengthen the work of the local churches. 95473 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 true true false false true false false false false false false OH X X KEYBANK N A 2168134556 4900 Tiedeman Rd OH-01-49-0150 Brooklyn OH 44144 KeyBank N A Trustee 1.0 X 7907 0 0 7907 0 0 false false false 45026 45026 21146 338 20808 20808 20808 65834 65834 95473 95473 7907 7907 656 656 104036 95473 8563 0 107369 68377 1892862 1893574 2000231 1961951 0 0 X 2000232 1961951 -1 2000231 1961951 2000231 1961951 X -38202 -78 X false false false X X 1 Western Reserve Assoc 340929850 1 true 95473 0 1 95473 0 true false false false false false false false false false false true false false false false true false true 0 0 40011 45026 40011 45026 0 9301 8563 0 30710 36463 1913422 1861581 -3957 -554 0 1909465 1861027 0 0 1909465 1861027 28642 27915 1880823 1833112 65829 64159 0 65829 64159 30710 26104 65829 65829 0 65829 95473 0 0 0 0 0 95473 95473 65829 1.0 65829 0 0 0 0 31768 108507 140275 0 65829 0 74446 95473 0 95473 0 0 169919 0 0 0 74446 95473 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 authority to direct and approve investments. PART IV, Section D, Line 3 KeyBank, as Tustee welcomes the input of the charitable beneficiary as to investments. PART IV, Section D, Line 8 KeyBank, as Trustee, maintains a close and continuing 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 coporate trustee and they have the authority to direct and appoint investments. 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 3515 W 25TH STREET CLEVELAND OH 44718 340929850 170(b)(1)(A)(i) 95473 Coordinate services of the local churches in connection with the national organization. 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 charity 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. Part VI, Line 1a Keybank is sole trustee. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a KeyBank is sole Trustee. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a All returns are prepared and thoroughly reviewed by our tax vendor and/or our internal professional tax department. 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 our internal professional tax department. FORM 990, PAGE 6, PART VI, LINE 19 Documents are available upon request by mail and delivered within 2 weeks of the request. EXPLANATION FOR FORM 990, PART XI, LINE 9 PY ROC ADJUSTMENT ($72), ROUNDING ($6) WESTERN RESERVE ASSOCIATION 3515 W 25TH STREET CLEVELAND OH 44718 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