Nonprofit · EIN 34-6576587
JAMES D WERTHEIMER
Tax-exempt · BROOKLYN, OH 44144
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $3,969 | $4,652 | -$683 | $61,029 | $0 | $61,029 |
| December 31, 2024 | 990-EZ | $6,354 | $4,493 | $1,861 | $61,711 | $0 | $61,711 |
| December 31, 2023 | 990-EZ | $933 | $4,530 | -$3,597 | $59,851 | $0 | $59,851 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Investment income
- $762
- Net gain from sales of assets
- $3,207
Expenses
- Grants and similar amounts paid
- $3,432
- Compensation of officers, directors and key employees
- $120
- Salaries, compensation and benefits (total)
- $120
- Professional fees and payments to contractors
- $1,050
- Other expenses
- $50
- Program services (functional)
- $3,432
Balance sheet and other
- Total assets, start of year
- $61,711
- Total assets, end of year
- $61,029
- Total liabilities, end of year
- $0
- Net assets, end of year
- $61,029
- Cash, savings and investments
- $61,029
- Gross receipts
- $7,742
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KeyBank National Association | Trustee | 1 | $120 |
990-EZ for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KeyBank National Association | Trustee | 1 | $275 |
990-EZ for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KeyBank National Association | Trustee | 1 | $171 |
Address and contacts
- Address (IRS master file)
- 4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144-2338
- In care of
- % SOCIETY NATIONAL BANK TTEE
- Signed the 990-EZ
- KEYBANK BY JOSEPH VELKOS, VICE PRESIDENT
- Phone
- (216) 689-0416
- Return prepared by
- PWC US TAX LLP
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.
Program accomplishments
- 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 $3,432 · grants $3,432
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 34-6576587
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1986
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Assets (IRS master file)
- $61,029
- Income (IRS master file)
- $7,742
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $3,969 | $4,652 | $61,029 | IRS |
| 990-EZ | December 2024 | $6,354 | $4,493 | $61,711 | IRS |
| 990-EZ | December 2023 | $933 | $4,530 | $59,851 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 34-6576587).
Questions about JAMES D WERTHEIMER
- What is the EIN of JAMES D WERTHEIMER?
- The employer identification number (EIN) of JAMES D WERTHEIMER is 34-6576587.
- Is JAMES D WERTHEIMER tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to JAMES D WERTHEIMER tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does JAMES D WERTHEIMER file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of JAMES D WERTHEIMER due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JAMES D WERTHEIMER last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who are the officers and directors of JAMES D WERTHEIMER?
- The 990-EZ for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $120 (KeyBank National Association, Trustee).
- How much revenue does JAMES D WERTHEIMER have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $3,969, expenses of $4,652 and total assets of $61,029 at year end.
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