James D Wertheimer

Cleveland, OH

Mission

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.

Ruling year info

1986

Main address

4900 Tiedeman Rd

Cleveland, OH 44144 United States

EIN

34-6576587

NTEE code info

Unknown (Z99)

IRS filing requirement

This organization is required to file an IRS Form 990-N.

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Programs and results

What we aim to solve

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Our programs

SOURCE: IRS Form 990

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Program 1

Funds shall be used and disposed of by the Bd of Directors, or other proper officers of the Jewish Com Fed, for such uses as they shall deem to be in the best interest of the federation.

Expenses
$3,797
Revenue
$0

Where we work

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Financials

James D Wertheimer
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Operations

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This organization has no recorded board members.