2024-02-08T14:00:15-06:00 2023-09-30 920460586 PWC US TAX LLP 4300 E CAMELBACK ROAD STE 475 PHOENIX AZ 85018 990 2022-10-01 346919291 HOLDEN ARBORETUM TRUST HOLD 2166897663 4900 TIEDEMAN ROAD OH-01-49-0381 BROOKLYN OH 44144 KEYBANK BYP S CHMURA VICE PRESIDENT 2166897663 2024-02-02 true true JEFFREY E KUHLIN P00353001 4123556000 2024-02-02 X 2022 2023-04-26 12:10:37Z KEYBANK NA TRUSTEE 8599971 false X N/A X 1987 OH Grants are paid according to Trust Agreement dated December 29, 1987, between the Holden Arboretum and Keybank, N.A., as Trustee. The trust shall be organized and operated exclusively for charitable, educational, and scientific purposes by distributing its net income to or for the exclusive benefit of, to perform the functions of, or to carry out the charitable, educational, and scientific purposes of the Arboretum. Keybank maintains a responsiveness to the needs and activities of the beneficiary organization in the attainment of its mission. 1 0 0 46207 12321 0 0 3734406 1563649 2222863 1937665 5957269 3501314 5117640 5157849 0 254313 234165 0 0 1700 700 5373653 5392714 583616 -1891400 70540492 67972915 0 0 70540492 67972915 X Grants are paid according to Trust Agreement dated December 29, 1987, between the Holden Arboretum and Keybank, N.A., as Trustee. The trust shall be organized and operated exclusively for charitable, educational, and scientific purposes by distributing its net income to or for the exclusive benefit of, to perform the functions of, or to carry out the charitable, educational, and scientific purposes of the Arboretum. Keybank maintains a responsiveness to the needs and activities of the beneficiary organization in the attainment of its mission. false false 5157849 5157849 Grants are paid for the exclusive benefit of, to perform the functions of, or to carry out the charitable, educational, and scientific purposes of the Holden Arboretum. 5157849 true 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 false false false false false false false false false false false false false false false false true 0 0 0 true true 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-01-49-0381 BROOKLYN OH 441442302 KEYBANK NATIONAL ASSOCIATION Trustee 15.0 X 234165 0 0 234165 0 0 1 false false false 468418 468418 6193888 5098657 1095231 1095231 1095231 1937665 46207 1891458 1937665 3501314 46207 3455107 5157849 5157849 234165 234165 700 700 BOND PREMIUM 5392714 5157849 234865 0 41939225 24998092 28601267 42974823 70540492 67972915 0 0 X 70540492 67972915 70540492 67972915 70540492 67972915 X -1891400 -676177 X false false false X X 1 HOLDEN ARBORETUM 340750346 7 true 5157849 0 1 5157849 0 true false false false false false false false false false false false false false false true false 0 0 0 0 0 0 FARALLON CAPITAL INSTL PARTNERS 7748193 C HARBOURVEST PARTNERS VII VENTR HLDG 126976 C SIGULER GUFF BRIC OPP FD II LP 247051 C SIGULER GUFF DISTRESSED OPP FD III 461632 C CHARITABLE MID CAP FUND (0993982) 3845253 C Private Advisors Coinvestment Fund 138539 C DYAL II Offshore Investors LP (BLUE 840872 C GOLUB CAPITAL PARTNRS INTL 9 C RIVERSIDE MICRO-CAP FUND IV-A 669705 C PRIVATE ADVISORS SECONDARY FD V 693101 C HIG WHITEHORSE PRINCIPAL LENDING FU 2162092 C RIVERSIDE MICRO CAP FD V-A 593641 C ECHO STREET GOODCO SELECT II 6797700 C HIG WHITEHORSE EQUITY SIDECAR 231811 C CARLYLE PRIV EQTY ACCESS BLOCKER FD 879638 C IMPACTIVE CAPITAL FUND LP 979598 C HIG EUROPE REALTY PTRS FEEDER 651917 C TRUEBRIDGE GLOBAL PREMIER I LP 93268 C SAMLYN LONG ALPHA OFFSHORE LTD HEDG 8000000 C CHARITABLE INTL EQUITY FUND (099398 7763836 C TRUEBRIDGE CAP PRTNERS FD VIII 20000 C ACCOLADE EMPOWERMENT FUND II 30000 C MARBLE RIDGE OFFSHORE FUND C 42974823 true HOLDEN ARBORETUM 9500 SPERRY ROAD KIRTLAND OH 44094 340750346 170(b)(1)(A) 5157849 FOR SCIENTIFIC AND EDUCATIONAL USE. 1 EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 Grants are made to the Holden Arboretum as named in the trust document. Our administrative reprensentatives 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 NA has a corporate conflict of interest policy. Part VI, Sec. B, 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, Sec. B, Line 15a Keybank is sole Trustee, is compensated as such, and makes all decisions with respect to the operation and administration of the trust. Part VI, Sec. B, Line 15b Keybank is sole Trustee, is compensated as such, and makes all decisions with respect to the operation and administration of the trust. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a Keybank is the 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 18 Documents are available upon request by mail, e-mail or by phone and delivered within two weeks of the request. FORM 990, PAGE 6, PART VI, LINE 19 Documents are available upon request by mail or by phone and delivered within two weeks of the request. EXPLANATION FOR FORM 990, PART XI, LINE 9 Adjustment to cost to reflect Schedule K-1 information from various partnerships held in trust which report on a calendar year end. Trust is on a September fiscal year end.