Wertheimer James D Trust

Unknown organization based in Brooklyn, OH.

MissionThe 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

EIN
34-6576587
State
OH
Sector
Unknown
Budget band
<$250K
Latest filing
TY 2024
Records
—

Financial snapshot · TY 2024

$6K
Total revenue
$4K
Total expenses
—
Net assets

Financial health · TY 2024

40
Financial health needs attention
Composite score out of 100 based on reserve ratio, program efficiency, and revenue diversification.
Reserve ratio
100
164.8 months of expenses
Program efficiency
0
Program expenses as % of total
Revenue diversity
0
Mix of program fees, grants & contributions

No individual compensation data available.

This organization files with the IRS but does not report individual compensation on Form 990 Part VII.

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Wertheimer James D Trust Executive Compensation | 990 Data | DoubleNine