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Nonprofit · EIN 34-6580925

ALBERT J WEATHERHEAD ESTATE TRUST UW ITEM IV NATIONAL CITY BK OF CLE

Tax-exempt · MAYFIELD HTS, OH 44124

Financials

$11.7M$9.3M2023$8M$9.6M2024
Revenue Expenses · by fiscal year end
Financials of ALBERT J WEATHERHEAD ESTATE TRUST UW ITEM IV NATIONAL CITY BK OF CLE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$7,985,605$9,622,330-$1,636,725$174,124,699$0$174,124,699
December 31, 2023990-PF$11,671,426$9,343,011$2,328,415$158,526,085$0$158,526,085
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$2,486,137
Net gain from sales of assets
$5,498,576
Other income
$892

Expenses

Grants and similar amounts paid
$7,615,381
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$7,802,855
Excise tax on investment income
$86,116

Balance sheet and other

Total assets, start of year
$158,526,085
Total assets, end of year
$174,124,699
Total liabilities, end of year
$0
Net assets, end of year
$174,124,699
Fair market value of assets
$174,124,699
Qualifying distributions
$7,802,855
Net investment income
$8,078,590

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
HAWTHORN- MEMBER OF PNC FINANCIAL S
3550 LANDER ROAD, PEPPER PIKE, OH 44124
TRUSTEE/ CUSTODIAN0$0
THE WEATHERHEAD FOUNDATION
5915 LANDERBROOK DRIVE SUITE 360, MAYFIELD HEIGHTS, OH 44124
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
HAWTHORN- MEMBER OF PNC FINANCIAL S
3550 LANDER ROAD, PEPPER PIKE, OH 44124
TRUSTEE/ CUSTODIAN0$0
THE WEATHERHEAD FOUNDATION
5915 LANDERBROOK DRIVE SUITE 360, MAYFIELD HEIGHTS, OH 44124
TRUSTEE0$0

Address and contacts

Address (IRS master file)
5915 LANDERBROOK DR STE 360, MAYFIELD HTS, OH 44124-4058
In care of
% CELIA WEATHERHEAD
Signed the 990-PF
CELIA WEATHERHEAD, PRESIDENT
Phone
(440) 461-0200
Return prepared by
CBIZ ADVISORS LLC

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
34-6580925
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
1971
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$174,124,699
Income (IRS master file)
$49,419,414

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$7,985,605$9,622,330$174,124,699XML
990-PFDecember 2023$11,671,426$9,343,011$158,526,085XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 34-6580925).

Questions about ALBERT J WEATHERHEAD ESTATE TRUST UW ITEM IV NATIONAL CITY BK OF CLE

What is the EIN of ALBERT J WEATHERHEAD ESTATE TRUST UW ITEM IV NATIONAL CITY BK OF CLE?
The employer identification number (EIN) of ALBERT J WEATHERHEAD ESTATE TRUST UW ITEM IV NATIONAL CITY BK OF CLE is 34-6580925.
Is ALBERT J WEATHERHEAD ESTATE TRUST UW ITEM IV NATIONAL CITY BK OF CLE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1971.
Are donations to ALBERT J WEATHERHEAD ESTATE TRUST UW ITEM IV NATIONAL CITY BK OF CLE tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ALBERT J WEATHERHEAD ESTATE TRUST UW ITEM IV NATIONAL CITY BK OF CLE file?
Form 990-PF. Private foundations file every year.
When is the next return of ALBERT J WEATHERHEAD ESTATE TRUST UW ITEM IV NATIONAL CITY BK OF CLE due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ALBERT J WEATHERHEAD ESTATE TRUST UW ITEM IV NATIONAL CITY BK OF CLE last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of ALBERT J WEATHERHEAD ESTATE TRUST UW ITEM IV NATIONAL CITY BK OF CLE?
The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does ALBERT J WEATHERHEAD ESTATE TRUST UW ITEM IV NATIONAL CITY BK OF CLE have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $7,985,605, expenses of $9,622,330 and total assets of $174,124,699 at year end.

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