William R Daniels Memorial Fund
Grants are made according to trust agreeement dated December 18, 1967,as amended. Keybank, as trustee, makes distributions as follows: 50%to Lakewood United Methodist Church, 30% to The Three Arches Foundation, FKA Lakewood Hospital, 10%to Lakewood Kiwanis, 5% to Lakewood Christian Church, and 5% to theBeck Center. Under the Ohio Institutional Trust Funds Act of 1999, thebeneficiaries have chosen to receive the maximum of income based onthe greater of 5% of AFV or traditional income. Keybank maintains aresponsiveness to the needs and activities of each beneficiaryorganization in the attainment of its mission. Please note thecharities have a right to remove the Trustee, the authority to appointco-trustees, and the Trustee has the authority to amend the documentto insure the continuation to qualify as a 509(a)3.
Financial Overview
From 2025 IRS Form 990-PF
Total Assets
$7.4M
+1.8% YoY
Annual Giving
$609K
+7.0% YoY
Grant Count
5
+0.0% YoY
Avg Grant Size
$122K
+7.0% YoY
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Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $7,424,136 | $7,291,505 | $7,208,899 |
| Revenue | $808,220 | $722,057 | $332,380 |
| Expenses | $684,497 | $639,977 | $712,673 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $808,220 | $722,057 | $332,380 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
Grant Size Distribution
30 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does William R Daniels Memorial Fund fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
No officer/director data available.
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
States
Cities
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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