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JFC WEISBERG MORTIMER MEMORIAL FUND

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Public IRS 990 nonprofit record

JFC WEISBERG MORTIMER MEMORIAL FUND

EIN 34-6912254 · Single Organization Support (T11)

What they do

Grants Are Made According to Trust Agreement Dated 6-16-70, Restated In 1972. Keybank As Trustee Makes Distributions to The Jewish Federation of Cleveland for Needy & Worthy Students In Undergraduate and Post-graduate Studies. 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. Keybank Maintains A Responsiveness to The Needs and Activities of The Beneficiary Organization In The Attainment of Its Mission.

Before you give

Are they doing good?

Easy charity check
Good signs so far

The public paperwork has several good signs. Now check whether the charity can show who it helped.

Here is the honest answer: A tax form shows money and paperwork. It cannot prove that people, animals, or the community were truly helped.

Good signs we looked for

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2025The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders1 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

$106.17spent for every $100 of revenueSpending was higher than revenue this year.
$11.50of every $100 spent went to management and office costsThis number alone does not tell us how much good they did.
$14.67in assets for every $1 spent this yearSome assets cannot be spent right away.

Ask these three easy questions

  1. Who did you help? Ask for a recent story or report that shows real results.
  2. What will my money do? Ask exactly what your gift will pay for.
  3. Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $33,131 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $63,935 for KEYBANK NA (TRUSTEE). Compare pay with organizations of similar size and complexity.

Bottom line: Good paperwork is a good sign—not proof. The best answer comes when the charity can show what it changed, who it helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2025

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

Money in and money out

Revenue$536,767
Expenses$569,898
Annual shortfall $33,131 Expenses were higher than revenue for this filing year.

Selected spending reported on the 990

Each amount is compared with total expenses separately. These categories can overlap, so they should not be added together as a pie chart.

Management and general$65,585 · 11.5% of expenses
Grants paid$3,226,534 · 566.2% of expenses
This source amount exceeds total expenses; compare the filing details carefully.
Reported executive compensation (total)$50,704 · 8.9% of expenses
See all reported dollar amounts
Revenue$536,767
Expenses$569,898
Assets$8,362,185
Income$536,767
Grants given$3,226,534
Average grant$460,933
Management and general$65,585
Executive compensation (total)$50,704
Stocks and bonds$8,154,500
Accounting fees$1,050
People

Leadership and board

Tax year 2025

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation
KEYBANK NATRUSTEE · 1 hrs/week $63,935

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (1)

KEYBANK NATRUSTEE

About this charity

Recognized since
January 2009
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
990
Tax preparer
PWC US TAX LLP
NTEE classification
Single Organization Support (T11)
IRS tax category
Single Organization Support
Grant-giving organization
Yes

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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