2024-05-05T14:01:19-05:00 2023-12-31 920460586 PWC US TAX LLP 4300 E CAMELBACK ROAD STE 475 PHOENIX AZ 85018 990EZ 2023-01-01 346576587 WERTHEIMER JAMES D TRUST WERT 2166890416 4900 TIEDEMAN ROAD OH-01-49-0381 BROOKLYN OH 44144 KEYBANK BYP S CHMURA VICE PRESIDENT 2166890416 2024-04-29 true true JEFFREY E KUHLIN P00353001 4123556000 2024-04-29 X 2023 2023-04-26 12:10:37Z X X n/a X 4328 X 853 3475 3395 80 933 3259 171 1050 50 4530 -3597 63449 -1 59851 63449 59851 0 0 63449 59851 0 0 63449 59851 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. 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. 3259 3259 3259 KeyBank National Association Trustee 1.0 171 0 0 false false false true false false false false 0 0 0 0 0 false 0 0 false OH KeyBank National Association OH-01-49-0150 4900 Tiedeman Rd OH-01-49-0150 Brooklyn OH 44144 2168134556 false false false false false false false false false false false true X X 1 Jewish Community Fed 340714445 7 true 3259 0 1 3259 0 true false false false false false false false false false false false false false false true false true 0 0 645 853 645 853 0 316 1271 0 329 65186 62360 0 0 65186 62360 0 0 65186 62360 978 935 64208 61425 2247 2150 0 2247 2150 329 280 2247 2247 0 2247 3259 0 0 0 0 0 3259 3259 2247 1.0 2247 0 0 0 393 3285 3797 7475 0 2247 0 5228 3259 0 3259 0 0 8487 0 0 1431 3797 3259 PART IV, Section D, Line 2 KeyBank representatives have completed an extensive internal review of supporting organization accounts. This was done in concert with in ho use counsel and individual determinations were made with respect to th e relationships. The beneficiaries have the right to remove the truste e and the trustee has the right to amend the trust to insure continuat ion of 509(a)3 status. PART IV, Section D, Line 3 KeyBank, as, Trustee, welcomes the input of the charitatble beneficiar y as to investments. PART IV, Section D, Line 8 KeyBank, as, Trustee, maintains a close and continous working relation ship with the Jewish Community Federation. The supported organization maintains a significant voice as they have the right to remove the tru stee and replace with another corporate trustee. The trustee has the a uthorty to amend the document to insure the continuation of 509(a)3 st atus. PART IV, Section D, Line 8, continued The supported organization receives periodic statements reflecting all activity in the trust regarding income, expenses,and investments. Key Bank welcomes the input of the supported organization as to investment s. Form 990-EZ, Part I, Line 16 STATE FILING/TAXES PAID 50 Form 990-EZ, Part I, Line 20 ROUNDING 1