2024-10-15T08:01:19-05:00 2023-12-31 346565596 ERNST & YOUNG US LLP 2100 ONE PPG PLACE PITTSBURGH PA 15222 990 2023-01-01 346511304 JOHN H HORD FBO CWRU HORD 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 CENTER MALL PITTSBURGH PA 15212 2728988 false X N/A X 1949 OH SUPPORTING CASE WESTERN RESERVE UNIVERSITY OF CLEVELAND OHIO 1 0 0 0 0 0 0 893468 1026319 0 893468 1026319 2409548 2118653 0 241296 227239 0 0 10089 13780 2660933 2359672 -1767465 -1333353 37740019 37947904 0 0 37740019 37947904 SUPPORTING CASE WESTERN RESERVE UNIVERSITY OF CLEVELAND OHIO false false 2164301 2118653 SUPPORT OF CASE WESTERN RESERVE 2164301 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 true true false false false OH X PNC BANK NA 4127629965 116 ALLEGHENY CENTER MALL PITTSBURGH PA 15212 PNC BANK NA TRUSTEE 24.0 0.0 X 227239 0 0 227239 0 0 1 false false false 871626 871626 1857362 1702669 154693 154693 154693 1026319 1026319 2118653 2118653 227239 45448 181791 Foreign Taxes 4314 4314 Foreign Taxes on Qualified Dividend 6793 6793 State Filing Fees 200 200 Foreign Taxes on Non Qualified Div 2473 2473 2359672 2164301 195371 0 157797 436373 37582222 37511531 37740019 37947904 0 0 X 37947904 37740019 37740019 37947904 37740019 37947904 X -1333353 1541238 X false false false X X 1 CASE WESTERN UNIVERSITY 341018992 2 true 2118653 0 1 2118653 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 SCH A, 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 OF 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. SCH A, PART V, LINE 1 (CONT) THE TRUSTEES, NONE OF WHICH WOULD BE DISQUALIFIED PERSONS TO THIS TRUST, MAKE ANNUAL WRITTEN REPORTS TO THE SUPPORTED ORGANIZATION WITH RESPECT TO SUCH TRUST SETTING FORTH A DESCRIPTION OF THE ASSETS INCLUDING A DETAILED LIST OF THE INCOME PRODUCED. SCH A, PART IV, SEC D, LINE 2 THE TRUST MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE SUPPORTED ORGANIZATION BY HAVING MEETINGS ABOUT GENERAL OPERATIONS OF THE TRUST, DISBURSING FUNDS ONLY TO QUALIFYING CHARITABLE ORGANIZATIONS AS DIRECTED BY THE TRUST GOVERNING INSTRUMENT TO BE USED ONLY IN ACCORDANCE WITH THE GOVERNING INSTRUMENT AND PROVIDING STATEMENTS OF TRUST ACTIVITIES. PART IV, SEC. 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 10900 EUCLID AVENUE CLEVELAND OH 44106 341018992 501(c)(3) 2118653 FMV GENERAL SUPPORT EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 JOHN H HORD FBO CWRU 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 8a THE JOHN H HORD FBO CASE WESTERN RESERVE 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 JOHN H HORD FBO CASE WESTERN RESERVE 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 PNC BANK NA, TRUSTEE CONSISTENTLY MONITORS AND ENFORCE THE BANK'S COMPLIANCE POLICIES FORM 990, PAGE 6, PART VI, LINE 18 FORM 990 AND RELATED FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH REQUESTS. FORM 990, PAGE 6, PART VI, LINE 19 FORM 990 AND RELATED FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH REQUESTS. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. EXPLANATION FOR FORM 990, PART XI, LINE 9 Cost Basis Adjustment 1,631,978.01; Accrued Income Adjustment (89,997.94); 2022 Transaction Posted in 2023 1,391.91; 2023 Transaction Posted in 2024 (2,133.09); Rounding (.89) CASE WESTERN RESERVE UNIVERSITY 10900 EUCLID AVENUE CLEVELAND OH 44106 341018992 UNIVERSITY OH 501C3 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 b 2118653 FMV