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Nonprofit · EIN 34-6917113

SMITH FAMILY MEMORIAL FUND

Also known as KEYBANK NATIONAL ASSOC TRUSTEE

Tax-exempt · BROOKLYN, OH 44144

Financials

$13K$14K2020$5K$12K2022$7K$11K2023−$3K$12K2024
Revenue Expenses · by fiscal year end
Financials of SMITH FAMILY MEMORIAL FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
October 31, 2025990-EZ-$2,894$11,878-$14,772$166,315$0$166,315
October 31, 2024990-EZ$7,346$11,041-$3,695$181,180$0$181,180
October 31, 2023990-EZ$5,440$12,133-$6,693$186,178$0$186,178
October 31, 2021990-EZ$12,709$14,295-$1,586$200,012$0$200,012
Financial details: 990-EZ for the year ended October 31, 2025

Revenue

Investment income
$7,448
Net gain from sales of assets
-$10,342

Expenses

Grants and similar amounts paid
$7,776
Compensation of officers, directors and key employees
$3,052
Salaries, compensation and benefits (total)
$3,052
Professional fees and payments to contractors
$1,050
Program services (functional)
$7,776

Balance sheet and other

Total assets, start of year
$181,180
Total assets, end of year
$166,315
Total liabilities, end of year
$0
Net assets, end of year
$166,315
Cash, savings and investments
$166,315
Gross receipts
$47,431

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 October 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
KEYBANK NATIONAL ASSOCIATIONTRUSTEE1$3,052
990-EZ for the year ended October 31, 2024: 1 people
NameTitleHours / weekCompensation
KEYBANK NATIONAL ASSOCIATIONTRUSTEE1$3,066
990-EZ for the year ended October 31, 2023: 1 people
NameTitleHours / weekCompensation
KEYBANK NATIONAL ASSOCIATIONTRUSTEE1$3,089
990-EZ for the year ended October 31, 2021: 1 people
NameTitleHours / weekCompensation
KEYBANK NATIONAL ASSOCIATIONTRUSTEE1$3,535

Address and contacts

Address (IRS master file)
4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144-2338
In care of
% KEYBANK N A
Signed the 990-EZ
KEYBANK BY JOSEPH VELKOS, VICE PRESIDENT
Phone
(216) 689-7663
Return prepared by
PWC US TAX LLP

Mission

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.

990-EZ for the year ended October 31, 2025

Program accomplishments

  • 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.
    Expenses $7,776 · grants $7,776

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 October, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2024October 31, 2025March 16, 2026990-EZ on file
2023October 31, 2024March 17, 2025990-EZ on file
2022October 31, 2023March 15, 2024990-EZ on file

IRS record

EIN
34-6917113
Accounting year ends
October
Files
Form 990-N (e-Postcard)
Assets (IRS master file)
$166,315
Income (IRS master file)
$47,431

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZOctober 2025-$2,894$11,878$166,315XML
990-EZOctober 2024$7,346$11,041$181,180XML
990-EZOctober 2023$5,440$12,133$186,178XML
990-EZOctober 2022–––IRS
990-EZOctober 2021$12,709$14,295$200,012XML

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 34-6917113).

Questions about SMITH FAMILY MEMORIAL FUND

What is the EIN of SMITH FAMILY MEMORIAL FUND?
The employer identification number (EIN) of SMITH FAMILY MEMORIAL FUND is 34-6917113.
Is SMITH FAMILY MEMORIAL FUND tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does SMITH FAMILY MEMORIAL FUND file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of SMITH FAMILY MEMORIAL FUND due?
The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SMITH FAMILY MEMORIAL FUND last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended October 2025.
Who are the officers and directors of SMITH FAMILY MEMORIAL FUND?
The 990-EZ for the year ended October 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $3,052 (KEYBANK NATIONAL ASSOCIATION, TRUSTEE).
How much revenue does SMITH FAMILY MEMORIAL FUND have?
On its 990-EZ for the year ended October 31, 2025 it reported revenue of -$2,894, expenses of $11,878 and total assets of $166,315 at year end.

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