WERTHEIMER JAMES D TRUST
EIN 34-6576587 · Unknown (Z99)
What they do
The James D Wertheimer Trust Was Created Under A Trust Agreement Dated August 4, 1933. In Compliance With This Trust Agreement, KeyBank Serving As Trustee, Following The Death of Howard M. Wertheimer, (which Occurred On 09/09/1984), Pays Net Income to The Jewish Welfare Federation of Cleveland, Ohio As Dictated Per Page (2) of The May 17, 1943 Modification. The Jewish Welfare Federation is Now Known As The Jewish Community Federation. Under The Ohio Instituional Trust Funds Act of 1999, This Beneficiary Has 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 This Beneficiary In The Attainment of Its Mission.
Financial picture
About this charity
- Recognized since
- January 1986
- Location
- 4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144
- County
- Cuyahoga
- In care of
- KEYBANK BY JOSEPH VELKOS
- Primary officer
- KEYBANK BY JOSEPH VELKOS, VICE PRESIDENT
How to reach them
Filing and classification
- Latest tax year
- 2025
- Tax period began
- January 1, 2025
- Return type
- 990EZ
- Tax preparer
- PWC US TAX LLP
- NTEE classification
- Unknown (Z99)
- IRS tax category
- Unknown
More public IRS record details
These are classification codes from the organization’s public nonprofit record.
- Subsection
- 03
- Affiliation
- 3
- Classification
- 1000
- Deductibility
- 1
- Foundation
- 17
- Organization
- 2