2025-09-23T13:01:42-04:00 2023-12-31 920460586 PWC US TAX LLP 4300 E CAMELBACK ROAD STE 475 PHOENIX AZ 85018 990 2023-01-01 346507930 PACKARD W D FUND A OCHR PACK 2166897663 4900 TIEDEMAN ROAD OH-01-49-0381 BROOKLYN OH 44144 KEYBANK BY JOSEPH VELKOS VICE PRESIDENT 2166897663 2025-09-23 true true JEFFREY E KUHLIN P00353001 4123556000 2025-09-23 X 2023 2025-03-06 01:10:19Z X KEYBANK TRUSTEE 223278 false X N/A X 1933 OH Trust created in 1933, with Keybank as Trustee, to support the Warren Ohio Packard Music Hall and Band. Net income from the trust fund shall be used to establish and perpetually maintain a park band to be known as the "Packard Band", to provide for the organization and maintenance of a band which shall be a credit to the City of Warren ,and play for the edification and entertainment of the people of Warren, OH. Said band shall play not less than one free popular concert in each month. Under the Ohio Institutional Trust Funds Act of 1999, the beneficiaries have chosen to receive the maximum of income based on the greater of 5% of AFV or traditional income. 1 0 0 0 0 0 0 -42342 63597 10566 -42342 74163 340000 375000 0 43131 0 0 0 1798 1380 384929 376380 -427271 -302217 5856062 5553844 0 0 5856062 5553844 X Trust created in 1933, with Keybank as Trustee, to support the Warren Ohio Packard Music Hall and Band. Net income from the trust fund shall be used to establish and perpetually maintain a park band to be known as the "Packard Band", to provide for the organization and maintenance of a band which shall be a credit to the City of Warren ,and play for the edification and entertainment of the people of Warren, OH. Said band shall play not less than one free popular concert in each month. Under the Ohio Institutional Trust Funds Act of 1999, the beneficiaries have chosen to receive the maximum of income based on the greater of 5% of AFV or traditional income. false false 375000 375000 Income remitted to The Packard Band, for general support and maintenance of this organization. 375000 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 true false 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 2168134556 4900 TIEDEMAN RD OH-01-49-0150 BROOKLYN OH 441442302 X KEYBANK NA TRUSTEE 1.0 X 0 0 0 0 0 0 false false false 72053 72053 140659 149115 -8456 -8456 -8456 10566 10566 10566 74163 74163 375000 375000 130 130 1050 1050 OHIO ATT'Y GEN CHAR FILING FEE TRUMBULL CNTY PROBATE COURT 200 200 376380 375000 1380 0 175428 31667 5680634 5522177 5856062 5553844 0 0 X 5856062 5553844 5856062 5553844 5856062 5553844 X -302217 -1 X false false false X X 1 Packard Band 346002974 7 true 375000 0 1 375000 0 true false false false false false false false false false false true false false false false true false true 0 0 59864 82619 59864 82619 0 44929 1380 0 14935 81239 6110967 5845280 0 0 6110967 5845280 0 0 6110967 5845280 91665 87679 6019302 5757601 210676 201516 0 210676 201516 14935 12695 210676 210676 0 210676 375000 0 0 0 0 0 375000 375000 210676 1.0 210676 0 0 0 0 0 335250 335250 0 210676 0 124574 375000 0 375000 0 0 499574 0 0 0 124574 375000 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 509(a)3 status. Part IV, Section D Line 3 Keybank, as trustee, welcomes the input of the charitable beneficiaries as to investments Part V, Section D Line 8 Keybank, as Trustee, maintains a close and continuous working relationship with Packard Music Hall and Band. 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 authority to amend the document to insure the continuation of 509(a)3 status. The supported organization receives Part V, Section D Line 8 (cont'd) periodic statements reflecting all activity in the trust regarding income, expenses and investments. Keybank welcomes the input of the supported organization as to investments. Charitable Multi Asset Fund 4213359 C Charitable Income Fund 314124 C Glasfunds 424694 C PROTEUS SPC-1825 CAP ENHANCED INC S 570000 C 5522177 true W D PACKARD BAND 1703 MAHONING AVE N W WARREN OH 44483 346002974 170(b)(1)(A)(vi) 375000 1 EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 GRANTS ARE NOT AWARDED. INCOME IS USED SOLELY FOR THE SUPPORT OF THE PACKARD BAND AND BAND HALL. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a KEYBANK IS SOLE TRUSTEE EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a KeyBank administration documents all meetings and written actions taken during the year. Actions through NPTAC are also documented EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b KeyBank administration documents all meetings and written actions taken during the year. Actions through NPTAC are also documented. 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. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c NO CONFLICT OF INTEREST POLICY EXISTS FOR THE TRUST. KEYBANK N.A. HAS A CORPORATE CONFLICT OF INTEREST POLICY 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 W D PACKARD BAND 1703 MAHONING AVE N W WARREN OH 44483 346002974 CONCERT PERFORMANCES OH 501(c)3 170(b)(1)(A)(vi) N/A false false true false false false false false false false false false false false false false false false false false