2023-10-09T13:00:41-05:00 2022-12-31 920460586 PWC US TAX LLP 1850 N CENTRAL AVE STE 700 PHOENIX AZ 85004 990 2022-01-01 346912254 JFC WEISBERG MORTIMER MEMORIAL FUND WEIS 2166897663 4900 TIEDEMAN ROAD OH-01-49-0381 BROOKLYN OH 44144 KEYBANK BYP S CHMURA VICE PRESIDENT 2166897663 2023-08-09 true false JEFFREY E KUHLIN P00353001 4123556000 2023-08-09 X 2022 2023-04-26 12:10:37Z X Keybank NA Trustee 1781922 false X N/A X 1970 OH 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. 1 0 0 0 0 0 0 1101948 659512 11510 0 1113458 659512 432152 506433 0 61332 57149 0 0 2462 2350 495946 565932 617512 93580 7685870 7778952 0 0 7685870 7778952 X 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. false false 506433 506433 Grants made to the Jewish Federation of Cleveland to be used for scholarship purposes for the needy and worthy undergraduate and postgraduate students. 506433 true false false false false false false false false false false true false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false false false false false false X 1 0 false false false false false false false true true false false true false false false false false false OH X KeyBank NA 2168134556 4900 Tiedeman Rd OH-01-49-0381 Brooklyn OH 441442302 Keybank NA Trustee 1.0 X 57149 0 0 57149 0 0 false false false 118968 118968 1662954 1122410 540544 540544 540544 659512 659512 506433 506433 57149 57149 1050 1050 1300 1300 565932 506433 59499 0 662067 524433 4514970 6344519 2508833 910000 7685870 7778952 0 0 X 7685870 7778952 7685870 7778952 7685870 7778952 X 93580 -498 X false false false X X X 1 Jewish Federation of Cleveland 340714445 7 true 506433 0 1 506433 0 true false false false false false false false false false false true false false false false true false true 5798 0 115811 118968 121609 118968 0 63794 59499 0 57815 59469 10168084 9153890 0 0 10168084 9153890 0 0 10168084 9153890 152521 137308 10015563 9016582 350545 315580 0 350545 315580 57815 49143 350545 350545 0 350545 506433 0 0 0 0 0 506433 506433 350545 1.0 350545 0 0 0 235002 487609 432152 1154763 0 350545 0 804218 506433 0 506433 0 0 1310651 0 0 372066 432152 506433 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 house counsel and individual determinations were made with respect to the relationships.The beneficiary has the right to remove the trustee and the trustee has the right to amend the trust to insure continuation of 509(a)3 status. PART IV, Section D, Line 3 KeyBank, as Trustee, welcomes the input of the charitable beneficiary as to investments. PART V, Section D, Line 8 KeyBank, as Trustee, maintains a close working relationship with the Jewish Federation of Cleveland. The supported organization maintains a significant voice as it has the right to remove the Trustee and replace with another corporate Trustee. The Trustee has the authority to amend the document to insure the continuation of 509(a)3 PART V, Section D, Line 8Continued status. The supported organization receives periodic statements reflecting all activity in the trust regarding income, expenses, and investments. KeyBank welcomes the input of the supported organization as to investments. CTF - KT Short Term Deposit Fund C CTF - Charitable Funds C Glas Funds Ltd - Mortimer Hedge Fun C PROTEUS SPC-1825 CAP ENHANCED INC S 910000 C 910000 true Jewish Federation of Cleveland 27501 Science Park Dr Cleveland OH 441227302 340714445 170(B)(1)(a)(vi) 506433 Scholarships for needy and worthy undergraduate and postgraduate students 1 EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 Grants are made to 501(c)3 organization that is named in the trustdocument. Our administrative representatives are in periodic contactwith representatives of the charity in order to be in compliancewith the trust provision. Part VI Line 12a No conflict of interest policy exists for the trust. Keybank, N.A. has a corporate document retention and destruction policy. Part VI, Line 14 The trust has no written document retention or destruction policy.Keyb ank N.A. has a corporate document retention and destruction policy. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a Keybank is sole Trustee FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW All returns are prepared and thoroughly reviewed by our tax vendor and/or internal professional tax department. FORM 990, PAGE 6, PART VI, LINE 19 Documents are available by upon request by mail or phone and delivered within two weeks. EXPLANATION FOR FORM 990, PART XI, LINE 9 COST BASIS ADJUSTMENT JEWISH FEDERATION OF CLEVELAND 25701 SCIENCE PARK DRIVE CLEVELAND OH 44122 340714445 SUPPORT JEWISH COMMUNITY OH 501(c)3 170(b)(1)(A)(vi) N/A false false true false false false false false false false false false false false false false false false false false