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Nonprofit · EIN 34-1372066

DEACONESS FOUNDATION

Tax-exempt · CLEVELAND, OH 44101

Financials

$4.2M$2.9M2025
Revenue Expenses · by fiscal year end
Financials of DEACONESS FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$4,248,139$2,923,460$1,324,679$65,417,952$66,802$65,351,150
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$13,749
Dividends
$3,068,338
Net gain from sales of assets
$1,166,052

Expenses

Grants and similar amounts paid
$1,952,750
Compensation of officers, directors and key employees
$262,285
Salaries, compensation and benefits (total)
$43,017
Disbursements for charitable purposes
$2,769,353
Excise tax on investment income
$57,578

Balance sheet and other

Total assets, start of year
$59,925,646
Total assets, end of year
$65,417,952
Total liabilities, end of year
$66,802
Net assets, end of year
$65,351,150
Fair market value of assets
$65,417,952
Qualifying distributions
$2,769,353
Net investment income
$4,234,390

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-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
CATHY BELK
PO BOX 5787, CLEVELAND, OH 44101
PRESIDENT & CEO40$258,757$31,973
MARY MARGEVICIUS
PO BOX 5787, CLEVELAND, OH 44101
FORMER VICE PRESIDEN
Highest-paid employee
0.01$102,679$214
DANIELLE CRAWFORD
PO BOX 5787, CLEVELAND, OH 44101
FORMER VICE PRESIDEN
Highest-paid employee
0.01$41,816$4,363
CARRIE CLARK
PO BOX 5787, CLEVELAND, OH 44101
TRUSTEE 6/1-12/31 CHAIR 1/1-5/310.5$0$0
JUSTIN R HORTON CFP
PO BOX 5787, CLEVELAND, OH 44101
TRUSTEE0.5$0$0
KENNETH LIANG
PO BOX 5787, CLEVELAND, OH 44101
TREASURER 6/1-12/31 TRUSTEE 1/1-5/310.5$0$0
TOM LITTMAN
PO BOX 5787, CLEVELAND, OH 44101
VICE CHAIR 6/1-12/31 TRUSTEE 1/1-5/310.5$0$0
ANDREA LYONS
PO BOX 5787, CLEVELAND, OH 44101
CHAIR 6/1-12/31 VICE CHAIR 1/1-5/310.5$0$0
ANN O'BRIEN
PO BOX 5787, CLEVELAND, OH 44101
TRUSTEE0.5$0$0
MIGUEL PEREZ
PO BOX 5787, CLEVELAND, OH 44101
TRUSTEE0.5$0$0
LAURIE POGEL
PO BOX 5787, CLEVELAND, OH 44101
SECRETARY0.5$0$0
MELTRICE SHARP
PO BOX 5787, CLEVELAND, OH 44101
TREASURER 1/1-5/310.5$0$0
ANN ZOLLER
PO BOX 5787, CLEVELAND, OH 44101
TRUSTEE0.5$0$0
JAMES HARDIMAN
PO BOX 5787, CLEVELAND, OH 44101
TRUSTEE 6/1-12/310.5$0$0
SHAKORIE DAVIS
PO BOX 5787, CLEVELAND, OH 44101
TRUSTEE 6/1-12/310.5$0$0

Address and contacts

Address (IRS master file)
PO BOX 5787, CLEVELAND, OH 44101-0787
Signed the 990-PF
CATHY BELK, PRESIDENT
Phone
(216) 503-9351
Return prepared by
CIUNI & PANICHI INC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
34-1372066
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1993
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$65,417,952
Income (IRS master file)
$9,757,167

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025–––IRS
990-PFDecember 2024–––IRS
990-TDecember 2024–––IRS
990-PFDecember 2023$1,278,385$3,156,011$56,294,921IRS
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990-PFDecember 2019–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about DEACONESS FOUNDATION

What is the EIN of DEACONESS FOUNDATION?
The employer identification number (EIN) of DEACONESS FOUNDATION is 34-1372066.
Is DEACONESS FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
Are donations to DEACONESS FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DEACONESS FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of DEACONESS FOUNDATION 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 DEACONESS FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of DEACONESS FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 15 people; 3 received compensation from the organization, the highest $258,757 (CATHY BELK, PRESIDENT & CEO).
How much revenue does DEACONESS FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $4,248,139, expenses of $2,923,460 and total assets of $65,417,952 at year end.

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