Nonprofit · EIN 34-6912254
JCF WEISBERG MORTIMER MEM FD TRUST
Tax-exempt · BROOKLYN, OH 44144
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $536,767 | $569,898 | -$33,131 | $8,362,185 | $0 | $8,362,185 |
| December 31, 2024 | 990 | $865,803 | $511,615 | $354,188 | $8,595,316 | $0 | $8,595,316 |
| December 31, 2023 | 990 | $1,004,675 | $511,543 | $493,132 | $8,271,860 | $0 | $8,271,860 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $193,339
- Net gain from sales of assets
- $67,864
- Other revenue
- $343,428
Expenses
- Grants and similar amounts paid
- $504,313
- Compensation of officers, directors and key employees
- $63,935
- Salaries, compensation and benefits (total)
- $63,935
- Professional fundraising fees
- $0
- Accounting fees
- $1,050
- Program services (functional)
- $504,313
- Management and general (functional)
- $65,585
Balance sheet and other
- Total assets, start of year
- $8,595,316
- Total assets, end of year
- $8,362,185
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,362,185
- Publicly traded securities
- $8,154,500
- Gross receipts
- $536,767
- Employees
- 0
- Year formed
- 1970
- State of legal domicile
- OH
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Keybank NA | Trustee Institutional trustee | 1 | $63,935 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Keybank NA | Trustee Institutional trustee | 1 | $60,540 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Keybank NA | Trustee Institutional trustee | 1 | $54,511 |
Address and contacts
- Address (IRS master file)
- 4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144-2338
- In care of
- % KEYBANK NATIONAL ASSOCIATION
- Principal officer (990 for 2025)
- Keybank NA Trustee
- Signed the 990
- KEYBANK BY JOSEPH VELKOS, VICE PRESIDENT
- Phone
- (216) 689-7663
- Return prepared by
- PWC US TAX LLP
Mission
Grants are made according to Trust Agreement dated 6-16-70, restated in 1972. Keybank as Trustee makes distributions to the Jewish Federation of Cleveland for needy & worthy students in undergraduate and post-graduate studies. Under the Ohio Institutional Trust Funds Act of 1999, the beneficiaries have 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 the beneficiary organization in the attainment of its mission.
Program accomplishments
- Grants made to the Jewish Federation of Cleveland to be used for scholarship purposes for the needy and worthy undergraduate and postgraduate students.Expenses $504,313 · grants $504,313
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 34-6912254
- 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
- 2009
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T11)
- Assets (IRS master file)
- $8,362,185
- Income (IRS master file)
- $536,767
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $536,767 | $569,898 | $8,362,185 | IRS |
| 990 | December 2024 | $865,803 | $511,615 | $8,595,316 | XML |
| 990 | December 2023 | $1,004,675 | $511,543 | $8,271,860 | XML |
| 990 | December 2022 | $659,512 | $565,932 | $7,778,952 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | 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 34-6912254).
Questions about JCF WEISBERG MORTIMER MEM FD TRUST
- What is the EIN of JCF WEISBERG MORTIMER MEM FD TRUST?
- The employer identification number (EIN) of JCF WEISBERG MORTIMER MEM FD TRUST is 34-6912254.
- Is JCF WEISBERG MORTIMER MEM FD TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to JCF WEISBERG MORTIMER MEM FD TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does JCF WEISBERG MORTIMER MEM FD TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of JCF WEISBERG MORTIMER MEM FD TRUST 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 JCF WEISBERG MORTIMER MEM FD TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of JCF WEISBERG MORTIMER MEM FD TRUST?
- The 990 for the year ended December 31, 2025 names Keybank NA Trustee.
- Who are the officers and directors of JCF WEISBERG MORTIMER MEM FD TRUST?
- The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $63,935 (Keybank NA, Trustee).
- How much revenue does JCF WEISBERG MORTIMER MEM FD TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $536,767, expenses of $569,898 and total assets of $8,362,185 at year end.
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