2026-09-21T12:01:19-04:00 2025-12-31 920460586 PWC US TAX LLP 4300 E CAMELBACK ROAD STE 475 PHOENIX AZ 85018 990 2025-01-01 346507923 MORRIS CALVARY TW MORR 2166897663 4900 TIEDEMAN ROAD OH-01-49-0381 BROOKLYN OH 44144 KEYBANK BY JOSEPH VELKOS VICE PRESIDENT 2166897663 2026-09-14 true JEFFREY E KUHLIN P00353001 4123556000 2026-09-14 X 2025 KEYBANK N A TRUSTEE 1922688 false X N/A X 1912 OH GRANTS ARE MADE ACCORDING TO TRUST AGREEMENT DATED APRIL 4, 1912 KEYBANK N A, AS TRUSTEE, MAKES DISTRIBUTIONS TO THE FOLLOWING: UNIVERSITY HOSPITAL OF CLEVELAND, ST VINCENT CHARITY HOSPITAL, SISIERS OF ST FRANCIS HEALTH. UNDER THE OHIO INSTITIONAL TRUST FUNDS ACT OF 1999, THESE BENEFICIARIES HAVE CHOSEN TO RECEIVE THE MAXIMUM OF INCOME BASED ON THE GREATER OF 5% OF AFV OR TRADITIONAL INCOME. KEYBANK MAINTAINS A RESPONSIVENESS TO THE NEEDS AND ACTIVITIES OF EACH BENEFICIARY ORGANIZATION IN THE ATTAINMENT OF ITS MISSION. 1 0 0 0 0 0 0 3438174 1541230 15067 39384 3453241 1580614 1472407 1638492 0 161903 173007 0 0 1250 1457 1635560 1812956 1817681 -232342 29314430 29054943 0 0 29314430 29054943 X GRANTS ARE MADE ACCORDING TO TRUST AGREEMENT DATED APRIL 4, 1912 KEYBANK N A, AS TRUSTEE, MAKES DISTRIBUTIONS TO THE FOLLOWING: UNIVERSITY HOSPITAL OF CLEVELAND, ST VINCENT CHARITY HOSPITAL, SISIERS OF ST FRANCIS HEALTH. UNDER THE OHIO INSTITIONAL TRUST FUNDS ACT OF 1999, THESE BENEFICIARIES HAVE CHOSEN TO RECEIVE THE MAXIMUM OF INCOME BASED ON THE GREATER OF 5% OF AFV OR TRADITIONAL INCOME. KEYBANK MAINTAINS A RESPONSIVENESS TO THE NEEDS AND ACTIVITIES OF EACH BENEFICIARY ORGANIZATION IN THE ATTAINMENT OF ITS MISSION. false false 1069355 1069355 GRANTS ARE MADE TO SUPPORT UNIVERSITY HOSPITAL AND ARE MADE IN PROPORTION TO THE NUMBER OF PATIENTS CARED FOR DURING THE FIVE (5) YEARS IMMEDIATELY PRECEDING SUCH ANNUAL DISTRIBUTION. 257437 257437 GRANTS ARE MADE TO SUPPORT ST VINCENT CHARITY.HOSPITAL V AND ARE MADE INPROPORTION TO THE NUMBER OF PATIENTS CARED FOR DURING THE FIVE (5)YEARS IMMEDIATELY PRECEDING SUCH ANNUAL DISTRIBUTION. 54263 54263 GRANTS ARE MADE TO SUPPORT SISTERS OF ST FRANCIS HEALTH AND AREMADE IN PROPORTION TO THE NUMBER OF PATIENTS CARED FOR DURING THE FIVE(5) YEARS IMMEDIATELY PRECEDING SUCH ANNUAL DISTRIBUTION. 257437 257437 257437 257437 1638492 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 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 NATIONAL ASSOCIATION 2168134548 4900 TIEDEMAN OH-01-49-0381 BROOKLYN OH 441442302 KEYBANK NATIONAL ASSOCIATION TRUSTEE 1.0 X 173007 0 0 173007 0 0 1 false false false 349106 349106 1534198 342074 1192124 1192124 1192124 39384 39384 39384 1580614 1580614 1638492 1638492 173007 173007 1050 1050 407 407 1812956 1638492 174464 0 1258798 551272 28055632 28503671 29314430 29054943 0 0 X 29314430 29054943 29314430 29054943 29314430 29054943 X -232342 -27145 X false false false X X 4 UNIVERSITY HOSPITAL 341567805 3 true 1069355 0 ST VINCENT CHARITYCSAHS 341893452 3 true 257437 0 SISTER OF ST FRANIS HEALT 340714485 3 true 54263 0 ST JOHN MEDICAL CENTER 860117302 3 true 257437 0 4 1638492 0 true false false false false false false false false false false true false false false false true false true X 0 0 332452 388490 332452 388490 0 163153 174464 0 169299 214026 32795097 34989681 0 -109 0 32795097 34989572 0 0 32795097 34989572 491926 524844 32303171 34464728 1130611 1206265 0 1130611 1206265 169299 143904 1130611 1130611 0 1130611 1638492 0 0 0 0 1638492 1638492 1130611 1.0 1130611 0 0 253218 1762132 1534202 1472407 5021959 0 1130611 0 3891348 1638492 0 1638492 0 0 5529840 0 884739 1534202 1472407 1638492 PART IV, Section D, Line 2 KEYBANK REPRESENTATIVES HAVE COMPLETED AN EXTENSIVE INTERNAL REVIEW OF SUPPORTING ORGANIZATION ACCOUNTS. THIS WAS DONE IN CONCRT WITH IN HOUSE COUNSEL AND INDIVIDUAL DETERINATIONS WERE MADE WIH 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 A TRUSTEE, AINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH UNIVERSITY HOSPITALS, SISTERSO F ST. FRANCIS HEALTH, AND ST. VINCENT CHARITY/SAHS. THE SUPPORTED ORGANIZATIONS MAINTAIN A SIGNIFICANT VOICE AS THY HAVE THE RIGHT TO REMOVE THE TRUSTEE AND REPLACE WITH ANOTHER CORPORATE TRUSTEE. TRUSTEE HAS THE AUTHORITY TO AMEND THE DCUMENT TO INSURE THE CONTINUATION OF 509(a)3 PART V, Section D, Line 8 Continued RECEIVE PERIODIC STATEMENTS REFLECTING ALL ACTIVITY IN THE TRUST REGARDING INCOME, EXPENSES, AND INVESTMENTS. KEYBANK WELCOMES THE INPUT OF THE SUPPORTED ORGANIZATIONS AS TO INVESTMENTS LAKE VIEW CEMETARY 1 C CHARITABLE MULTI ASSET FD 26579228 C GLASFUNDS LTD CL A SER 3 1143184 C CARLYLE PRIV EQUITY LP 123393 C FLARE CAPITAL PARTNERS III LP 41865 C PROTEUS SPC-1825 CAP ENHANCED INC S 96623 C ALTERNATIVE INVESTMENT RECEIVABLE 65300 C STEPSTONE VC SECONDARIES FD VI LP 175020 C KOHLBERG TE INVESTORS X LP 91470 C GLAS SPC - PEPPERTREE CAPITAL FUND 97427 C GLAS FUNDS SPC - DOVER STREET XI FE 90160 C 28503671 true UNIVERISITY HOSPITALS 3605 WARRENSVILLE CNT RD SHAKER HTS OH 441225203 341567805 170(B)(1)(A) 1069355 TO SUPPORT THE HOSPITAL SERVICES ST VINCENT CHARITY HOSPITAL V 2351 E 22ND ST CLEVALND OH 441153111 341893452 170(B)(1)(A) 257437 MAINTENANCE AND SUPPORT OF SERVICES SISTERE OF ST FRANCIS HEALTH 2351 E 22ND ST CLEVELAND OH 465451290 340714485 170(B)(1)(A) 54263 MAINTENANCE AND SUPPORT OF SERVICES ST JOHN MEDICAL CENTER 29000 CENTER RIDGE ROAD WESTLAKE OH 44145 860117302 170(B)(1)(A) 257437 MAINTENANCE AND SUPPORT OF SERVICES EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 GRANTS ARE MADE TO 501(C)(3) ORGANIZATIONS THAT ARE NAMED IN THE TRUST DOCUMENT. OUR ADMINISTRATIVE REPRESENTATIVES ARE IN PERIODIC CONTACT WITH REPRESENTATIVE OF THE CHARITIES IN ORDER TO BE IN COMPLIANCE WITH TH TRUST PROVISIONS. PART VI, LINE 12A NO CONFLICT OF INTEREST POLICY EXISTS FOR THE TRUST. KEYBANK N A HAS A CORPORATE CONFLICT OF INTEREST POLICY. PART VI, 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, LINES 15A & 15B KEYBANK IS SOLE TRUSTEE, IS COMPENSATED AS SUCH, AND MAKES ALL DECISIONS WITH RESPECT TO THE OPERATION AND ADMINISTRATION OF THE TRUST. PART VI LINE 11 ALL RETURNS ARE THOROUGHLY PREPARED AND REVIEWED BY OUR INTERNAL PROFE SSIONAL TAX DEPARTMENT EXPLANATION FOR FORM 990, PAGE 2, PART III, LINE 4d GRANTS ARE MADE TO SUPPORT ST JOHN MEDICAL CENTER AND ARE MADE INPROPORTION TO THE NUMBER OF PATIENTS CARED FOR DURING THE FIVE(5) YEARS IMMEDIATELY PRECEDING SUCH ANNUAL DISTRIBUTION.AND ARE MADE INPROPORTION TO THE NUMBER OF PATIENTS CARED FOR DURING THE FIVE(5) YEARS IMMEDIATELY PRECEDING SUCH ANNUAL DISTRIBUTION.AND ARE MADE INPROPORTION TO THE NUMBER OF PATIENTS CARED FOR DURING THE FIVE(5) YEARS IMMEDIATELY PRECEDING SUCH ANNUAL DISTRIBUTION. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a KEYBANK IS SOLE TRUSTEE FORM 990, PAGE 6, PART VI, LINE 2 TYPICALLY THERE IS NO FAMILY RELATIONSHIPS INVOLVED IN OUR TRUSTS. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 3 KEYBANK DOES NOT DELEGATE ITS DUTIES TO AN OUTSIDE MANAGEMENT COMPANY EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 4 TYPICALLY, NO CHANGES ARE MADE TO THE TRUST DOCUMENT EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 5 TYPICALLY, THERE IS NO DIVERSION OF ASSETS. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 6 THE TRUST DOES NOT CONTAIN MEMBERS OR STOCKHOLDERS EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7a THE TRUST DOES NOT CONTAIN MEMBERS OR STOCKHOLDERS. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7b NO DECISIONS ARE SUBJECT TO APPROVAL 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 DECISON WITH RESPECT TO THE OPERATION AND ADMINISTRATION OF THE TRUST. FORM 990, PAGE 6, PART VI, LINE 15b KEYBANK IS THE SOLE TRUSTEE, IS COMPENSATED AS SUCH, AND MAKES ALL DECISONS WITH RESPECT TO THE OPERATION AND ADMINISTRATIONOF THE TRUST. FORM 990, PAGE 6, PART VI, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST BY MAIL OR BY PHONE AND DELIVERD WITHIN 2 WEEKS OF THE REQUEST. EXPLANATION FOR FORM 990, PART XI, LINE 9 PARTNERSHIP DISTRIBUTION ADJUSTMENT ($24,501), COST BASIS ADJUSTMENT ($2,644)