2026-02-12T11:01:26-05:00 2025-09-30 920460586 PWC US TAX LLP 4300 E CAMELBACK ROAD STE 475 PHOENIX AZ 85018 990 2024-10-01 346919291 HOLDEN ARBORETUM TRUST HOLD 2166897663 4900 TIEDEMAN ROAD OH-01-49-0381 BROOKLYN OH 44144 KEYBANK BY JOSEPH VELKOS VICE PRESIDENT 2166897663 2026-02-03 true true JEFFREY E KUHLIN P00353001 4123556000 2026-02-03 X 2024 2025-03-06 01:10:19Z KEYBANK NATRUSTEE 20445077 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 77851 37992 0 0 2221271 13558921 2573716 866731 4794987 14425652 4743190 5080476 0 251108 309323 0 0 3425 20066 4997723 5409865 -202736 9015787 67797915 76745535 0 0 67797915 76745535 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 5080476 5080476 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. 5080476 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 2168134548 4900 TIEDEMAN RD OH-01-49-0381 BROOKLYN OH 441442302 KEYBANK NATIONAL ASSOCIATION TRUSTEE 15.0 X 309323 0 0 309323 0 0 1 false false false 651379 651379 18926967 6019425 12907542 12907542 12907542 866731 77851 788880 866731 14425652 77851 14347801 5080476 5080476 309323 309323 1050 1050 19016 19016 5409865 5080476 329389 0 30547154 25294389 37250761 51451146 67797915 76745535 0 0 X 67797915 76745535 67797915 76745535 67797915 76745535 X 9015787 -68167 X false false false X X 1 HOLDEN ARBORETUM 340750346 7 true 5080476 0 1 5080476 0 true false false false false false false false false false false false false false false true false 0 0 0 0 0 0 FARRALLON CAPITAL INSTL PARTNERS 8813355 C HARBOURVEST PARTNERS VII VENTR HLDG 86779 C SIGULER GUFF BRIC OPP FD II LP 145600 C SIGULER GUFF DISTRESSED OPP FD III C CHARITABLE MID CAP FUND 4333002 C PRIVATE ADVISORS COINVESTMENT FD II -105582 C BLUE OWL GP STAKES II OFFSHORE INV 803635 C RIVERSIDE MICRO-CAP FUND IV-A 784964 C PRIVATE ADVISORS SECONDARY FD V 593805 C HIG WHITEHORSE PRINCIPAL LENDING OF 2398410 C RIVERSIDE MICRO-CAP FUND V-A 659856 C CHARITABLE INTL EQUITY FUND 11220304 C HIG WHIITEHORSE EQUITY SIDECAR 165774 C IMPACTIVE CAPITAL FUND LP 1007933 C TRUEBRIDGE GLOBAL PREMIER I LP 141600 C SAMLYN LONG ALPHA OFFSHORE LTD HEDG 4000000 C TRUEBRIDGE CAP PRTNERS FD VIII 62210 C ACCOLADE EMPOWERMENT FUND II 129210 C HIG EUROPE REALTY PTRS FEEDER 788229 C CARLYLE PRIV EQTY ACCESS BLOCKER FD 772551 C CHARITABLE CORE FIXED INCOME FUND 5968475 C WHITESPRUCE FUND LP 3681036 C ALEUTIAN FUND LTD HEDGE FD SER 3 5000000 C 51451146 true HOLDEN ARBORETUM 9500 SPERRY ROAD KIRTLAND OH 44094 340750346 170(b)(1)(A) 5080476 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 representatives are in periodic contact with representatives of the charity in order to be in compliance with the trust provisions. PART VI, SEC B, LINE 12a NO CONFLICT OF INTEREST POLICY EXISTS FOR THE TRUST. KEYBANK N A HAS A CORPORATE CONFLICT OF INTEREST POLICY. PART VI, SEC B, LINE14 THE TRUST HAS NO WRITTEN DOCUMENT RETENTION OR DESTRUCTION POLICY. KEYBANK N A HAS A CORPORATE DOCUMENT RETENTION AND DESTRUCTION POLICY. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a KEYBANK NATIONAL ASSOCIATION IS 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 15a KEYBANK IS SOLE TRUSTEE, IS COMPENSATED AS SUCH, AND MAKES ALL DECISIONS WITH RESPECT TO THE OPERATION AND ADMINISTRATION OF THE TRUST. FORM 990, PAGE 6, PART VI, LINE 15b KEYBANK IS SOLE TRUSTEE, IS COMPENSATED AS SUCH, AND MAKES ALL DECISIONS WITH RESPECT TO THE OPERATION AND ADMINISTRATION OF THE TRUST. FORM 990, PAGE 6, PART VI, LINE 18 DOCUMENTS ARE AVAILABLE UPON REQUEST BY 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.