2024-10-15T08:01:18-05:00 2023-12-31 346565596 ERNST & YOUNG US LLP 2100 ONE PPG PLACE PITTSBURGH PA 15222 990 2023-01-01 346512744 CWRU SCH OF MED END WEST 4127629965 116 ALLEGHENY CENTER MALL P8YB3502L PITTSBURGH PA 15212 PNC BANK N A TAX MANAGER 4127629965 2024-10-10 true true JASON BELOT P00183464 3302555814 2024-10-10 2023 2024-10-15 13:58:12Z PNC BANK NA 116 ALLEGHENY CTR MALL PITTSBURGH PA 15212 2419173 false X N/A X 1959 OH SUPPORTING CASE WESTERN RESERVE UNIVERSITY IN CLEVELAND OHIO 1 0 0 0 0 0 0 809377 923532 0 809377 923532 2162708 1897152 0 237551 225856 0 0 8159 12355 2408418 2135363 -1599041 -1211831 33764707 33931646 0 0 33764707 33931646 SUPPORTING CASE WESTERN RESERVE UNIVERSITY IN CLEVELAND OHIO false false 1942523 1897152 SUPPORTING THE UNIVERSITY 1942523 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 X 1 0 false false false false false false true true true false false true true true true true true false false false OH X PNC BANK NA 4127629965 116 ALLEGHENY CENTER MALL P8YB3502L PITTSBURGH PA 15212 PNC BANK NA TRUSTEE 47.0 0.0 X 225857 0 0 225857 0 0 1 false false false 779704 779704 1639469 1495641 143828 143828 143828 923532 923532 1897152 1897152 225856 45171 180685 Foreign Taxes 3860 3860 Foreign Taxes on Qualified Dividend 6080 6080 State Filing Fees 200 200 Foreign Taxes on Non Qualified Div 2215 2215 2135363 1942523 192840 0 133601 336173 33631106 33595473 33764707 33931646 0 0 X 33931646 33764707 33764707 33931646 33764707 33931646 X -1211831 1378770 X false false false X X 1 CASE WESTERN RESERVE UNIVERSITY 341018992 2 true 1897152 0 1 1897152 0 true false false false false false false false false false false true false false false false true false true X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Part IV, Section D, Line 2 The organization maintains a close and continuous working relationship with the supported organization by having regular meetings about general operations of the trust, disbursing funds as directed by the supported organization, and providing statements of trust activities Part V, Line 1 The trust was established before 11/20/1970 and did not receive any additional contributions, grants, requests, or other transfers on or after that date. The governing instrument requires the trust to distribute all the net income to a designated public charity and the trustee has no discretion to vary the beneficiaries or the amounts payable to the beneficiaries. Part V, Line 1 Continued The trustees, none of which would be disqualified persons to this trust, makes annual written reports to the supported organization with respect to such trust setting forth a description of the assets of the trust including a detailed list of the income produced. Part IV, Section D, Line 3 While the supported organization relies on the experience and expertise of the Institutional Trustee to invest and manage the investments in the Trust, due to the close and continuous relationship, the supported organization has a significant voice in investment decisions. true CASE WESTERN RESERVE UNIVERSITY UNIVERSITY CIRCLE CLEVELAND OH 44106 341018992 501C3 1897152 SUPPORTING THE UNIVERSITY EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 CWRU SCH OF MED END 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 ACCORANCE WITH THE GOVERNING INSTRUMENT. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7b PNC Bank NA, as the trustee, follows bank policies. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a PNC Bank NA, as the trustee, contemporaneously document any meetings. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b PNC Bank NA, as the trustee, contemporaneously document any meetings. 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 PNC BANK NA CONSISTENTLY MONITORS COMPLIANCE. FORM 990, PAGE 6, PART VI, LINE 19 PNC Bank NA, has copies available to the public. EXPLANATION FOR FORM 990, PART XI, LINE 9 Cost Basis Adjustment 1,460,007.84; Accrued Income Adjustment (80,707.68); 2022 Transaction Posted in 2023 1,222.64; 2023 Transaction Posted in 2024 (1,751.61); Rounding (1.00) CASE WESTERN RESERVE UNIVERSITY UNIVERSITY CIRCLE Cleveland OH 44106 341018992 EDUCATIONAL 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 CWRU SCHOOL OF MEDICINE b 1897152 CASH