2022-09-12T14:00:44-05:00 2021-10-31 134008324 PRICEWATERHOUSECOOPERS LLP 1850 N CENTRAL AVE STE 700 PHOENIX AZ 85004 990EZ 2020-11-01 346917113 SMITH FAMILY MEMORIAL FUND TA SMIT 2166897663 KEYBANK 4900 TIEDEMAN OH01490150 BROOKLYN OH 44144 KEYBANK BYP S CHMURA VICE PRESIDENT 2166897663 2022-09-12 true JEFFREY E KUHLIN P00353001 4123556000 2022-09-12 X 2020 2023-04-26 12:10:37Z X X N/A X 59836 X 9061 50775 47127 3648 12709 10760 3535 14295 -1586 201600 -2 200012 201600 200012 0 0 201600 200012 0 0 201600 200012 X IN COMPLIANCE WITH THE TRUST AGREEMENT DATED NOVEMBER 22, 1983, AFTER THE DEATH OF HARRY C. SMITH, THE SMITH FAMILY MEMORIAL FUND WAS ESTABLISHED FOR THE PURPOSE OF MAKING GRANT PAYMENTS TO THE JEWISH COMMUNITY FEDERATION OF CLEVELAND IN CLEVELAND, OHIO. ALL PAYMENTS MADE PURSUANT TO THE PROVISIONS OF THIS TRUST SHALL BE APPLIED BY THE FEDERATION FOR ONE OR MORE SOCIAL SERVICE, EDUCATION, AND/OR WELFARE PROGRAMS IN THE UNITED STATES AS THE GOVERNING BODY OF THE FEDERATION SHALL FROM TIME TO TIME DETERMINE. UNDER THE OHIO INSTITUTIONAL TRUST FUNDS ACT OF 1999, THE BENEFICIARY HAS CHOSEN TO RECEIVE THE MAXIMUM OF INCOME BASED ON THE GREATER OF 5% OF AFV OR TRADITIONAL INCOME. FURTHERMORE, KEYBANK MAINTAINS A RESPONSIVENESS TO THE NEEDS AND ACTIVITIES OF THE JEWISH COMMUNITY FEDERATION IN THE ATTAINMENT OF ITS MISSION AND MAY AMEND THE TRUST DOCUMENT TO ENABLE THIS TRUST FUND TO QUALIFY OR CONTINUE TO QUALIFY AS A CHARITABLE TRUST. GRANTS ARE MADE TO THE JEWISH COMMUNITY FEDERATION OF CLEVELAND TO BE APPLIED BY THE FEDERATION FOR ONE OR MORE SOCIAL SERVICE, EDUCATION, AND/OR WELFARE PROGRAMS IN THE UNITED STATES AS THE GOVERNING BODY OF THE JEWISH COMMUNITY FEDERATION SHALL FROM TIME TO TIME DETERMINE. 10760 10760 10760 KEYBANK NATIONAL ASSOCIATION TRUSTEE 1.0 3535 0 0 false false false false false false false 0 0 0 0 0 0 0 false OH KEYBANK NATIONAL ASSOCIATION TRUSTEE 4900 TIEDEMAN RD MC OH-01-49-0150 BROOKLYN OH 44144 2168134556 false false false false false false false false X false false false true X X 1 JEWISH COMMUNITY FEDERATN 340714445 8 true 10760 0 1 10760 0 true false false false false false false false false false false false false false false true false true 0 0 6524 8751 6524 8751 0 2946 3535 0 3578 5216 215207 208628 0 0 215207 208628 0 0 215207 208628 3228 3129 211979 205499 7419 7192 0 7419 7192 3578 3041 7419 7419 0 7419 10760 0 0 0 0 0 10760 10760 7419 1.0 7419 0 0 0 0 0 0 0 0 0 0 0 10760 0 7419 3341 0 0 3341 0 0 0 0 3341 Line 2 KeyBank representativies have completed an extensive internal review of supporting organization accounts. This was done in concert with in-house counsel and individual determinations were made with respe ct to the relationships. The beneficiaries have the right to remove the trustee and the trustee has the right to amend the trust to insure continuation of 509(a)(3) status. Line 3 KeyBank, as Corporate Trustee, welcomes the input of the charitable beneficiary as to investment holdings. Line 8 KeyBank, as Trustee, maintains a close and continuous working relat ionship with The Jewish Community Federation who has a significant voice and may remove and replace KeyBank with another Corporate Tru stee. The Corporate Trustee has the authority to amend the trust in strument to insure the continuation of 509(a)(3) status of the trus t. Line 8 (continued) The supported organization receives periodic statements reflecting all activity in the trust regarding income, expenses, and investments. KeyBank welcomes the input of the supported organization as it relat es to investments held in the trust. PART VI, SECTION B, LINE 12A NO CONFLICT OF INTEREST POLICY EXISTS FOR THE TRUST. KEYBANK N.A. HAS A CORPORATE CONFLICT OF INTEREST POLICY. PART VI, SECTION B, LINE 14 THE TRUST HAS NO WRITTEN DOCUMENT RETENTION OR DESTRUCTION POLICY. KEYBANK N.A. HAS A CORPORATE DOCUMENT RETENTION AND DESTRUCTION POLICY. PART VI, SECTION B, LINE 15A & 15B KEYBANK IS SOLE TRUSTEE, IS COMPENSATED AS SUCH, AND MAKES ALL DECISIONS WITH RESPECT TO THE OPERATION AND ADMINISTRATION OF THE TRUST. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a KEYBANK IS SOLE TRUSTEE. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7b KEYBANK IS SOLE TRUSTEE, IS COMPENSATED AS SUCH, AND MAKES ALL DECISIONS WITH RESPECT TO THE OPERATION AND ADMINISTRATION OF THE TRUST. FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW ALL RETURNS ARE THOROUGHLY PREPARED AND REVIEWED BY OUR INTERNAL PROFESSIONAL TAX DEPARTMENT. FORM 990, PAGE 6, PART VI, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST BY MAIL OR BY PHONE AND DELIVERED WITHIN TWO (2) WEEKS OF THE REQUEST. Form 990-EZ, Part I, Line 10 JEWISH COMMUNITY FEDERATION 1750 EUCLID AVENUE CLEVELAND OH 44115 10760 GENERAL OPERATING PURPOSES NONE Form 990-EZ, Part I, Line 20 ROUNDING 2