Public nonprofit profile

WERTHEIMER JAMES D TRUST

BROOKLYN, OH · EIN 34-6576587

What this organization reports

Mission and public details

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…

Organization
WERTHEIMER JAMES D TRUST
EIN
34-6576587
Address
4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH, 44144-2338
County
Cuyahoga
Tax category
Unknown
NTEE classification
Z99
Organization website
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Public filing snapshot

Financial information at a glance.

These figures reflect the latest values available in CharityEZ’s public record and may not represent the current year.

$61,029reported assets
$3,969reported revenue
$4,652reported expenses
$0reported contributions
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Data note: This profile organizes public nonprofit and IRS filing information for general research. It is not legal, tax, financial, or eligibility advice. Confirm current information with the organization and official sources.

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