James D Wertheimer
501C3 Nonprofit Organization Information
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- Assets: $50,000 +
- Income: $1,000 +
- Form 990 Revenue:
- Organization Name & Address
James D Wertheimer
4900 Tiedeman Road Oh-01-49-0381
Cleveland, OH
44144-2338 - Contact Info Executive Officer Name and Phone Number
Available with membership or
data download - Activity & Mission Description
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.
- Employer Identification Number (EIN) / Tax ID Nine digit number assigned by the IRS to identify a company
34-6576587
- Form 990 - PDF files What is this? A form 990 is an information return filed with the IRS that shows extensive details on a nonprofit organization's income, assets,
expenses, executives, directors, salaries, compensation, investments, and more
form 990 instructionsAvailable with membership or
data download - Asset Amount
$50,000 + View more asset details with membership or
data download - Income Amount
$1,000 + View more income details with membership or
data download - Form 990 Revenue Amount
View more revenue details with membership or
data download - Expenses
View expense details with membership or
data download - Investment Income
View investment income details with membership or
data download - In Care Of Name The officer, director, etc. to whose attention any correspondence should be directed
Society National Bank Ttee
- Classification(s) Categories under which an organization may be tax exempt
501(C)(3)
- Charitable Organization
- Filing Requirement The primary return(s) the organization is required to file
form 990 return form 990 instructionsForm 990 - Not required to file (income less than $25,000) - Taxonomy Classifies an exempt Internal Revenue Code 501 (c)(3) organization
n/r
- Secondary Name Another name under which this nonprofit organization does business. Also used for trade names, chapter names, or local numbers for subordinate organizations of group rulings
- Affiliation Defines the organizational grouping
This organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
- Deductibility Status
Contributions are deductible
- Principal Activities
-
n/r
- Foundation Type
Organizations operated solely for the benefit of and in conjunction with the following types of organizations - Churches,Schools,Hospitals or medical research organizations,Governmental units
- Tax Period The date of the latest return filed
12/2022
Download all available information for this organization plus form 990 pdf files to your computer, laptop, and phone.
Sample 990 Files (click ot view)
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