Nonprofit · EIN 83-0987549
JOSEPH & FLORENCE MANDEL FAMILY FOUNDATION - WEINBERG FAMILY FUND
Tax-exempt · CLEVELAND, OH 44114
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $19,072,911 | $10,535,000 | $8,537,911 | $164,706,854 | $3,100,000 | $161,606,854 |
| December 31, 2023 | 990-PF | $7,471,619 | $13,603,244 | -$6,131,625 | $161,315,033 | $4,703,000 | $156,612,033 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $1,497,728
- Interest
- $815,961
- Net gain from sales of assets
- $16,772,050
- Other income
- -$12,828
Expenses
- Grants and similar amounts paid
- $8,026,984
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $4,926,984
- Excise tax on investment income
- $228,473
Balance sheet and other
- Total assets, start of year
- $161,315,033
- Total assets, end of year
- $164,706,854
- Total liabilities, end of year
- $3,100,000
- Net assets, end of year
- $161,606,854
- Fair market value of assets
- $107,611,293
- Qualifying distributions
- $4,926,984
- Net investment income
- $18,935,720
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PENNI M WEINBERG 1000 LAKESIDE AVENUE, CLEVELAND, OH 44114 | TRUSTEE | 1 | $0 |
| PAMELA M KAHN 1000 LAKESIDE AVENUE, CLEVELAND, OH 44114 | TRUSTEE | 1 | $0 |
| JENNIFER W DINNER 1000 LAKESIDE AVENUE, CLEVELAND, OH 44114 | TRUSTEE | 1 | $0 |
| STEPHANIE MILLER 1000 LAKESIDE AVENUE, CLEVELAND, OH 44114 | TRUSTEE | 1 | $0 |
| MARK A MADEJA 1000 LAKESIDE AVENUE, CLEVELAND, OH 44114 | ASSISTANT SECRETARY | 1 | $0 |
| LAVONDA D NAPKA 1000 LAKESIDE AVENUE, CLEVELAND, OH 44114 | SECRETARY | 0.5 | $0 |
| LAVONDA D NAPKA 1000 LAKESIDE AVENUE, CLEVELAND, OH 44114 | PRESIDENT | 0.5 | $0 |
| BRADY J HIVELY 1000 LAKESIDE AVENUE, CLEVELAND, OH 44114 | TREASURER | 1 | $0 |
990-PF for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PENNI M WEINBERG 1000 LAKESIDE AVENUE, CLEVELAND, OH 44114 | TRUSTEE | 1 | $0 |
| PAMELA M KAHN 1000 LAKESIDE AVENUE, CLEVELAND, OH 44114 | TRUSTEE | 1 | $0 |
| JENNIFER W DINNER 1000 LAKESIDE AVENUE, CLEVELAND, OH 44114 | TRUSTEE | 1 | $0 |
| STEPHANIE MILLER 1000 LAKESIDE AVENUE, CLEVELAND, OH 44114 | TRUSTEE | 1 | $0 |
| MARK A MADEJA 1000 LAKESIDE AVENUE, CLEVELAND, OH 44114 | ASSISTANT SECRETARY | 1 | $0 |
| LAVONDA D NAPKA 1000 LAKESIDE AVENUE, CLEVELAND, OH 44114 | SECRETARY | 1 | $0 |
| BRADLEY S SMITH 1000 LAKESIDE AVENUE, CLEVELAND, OH 44114 | PRESIDENT | 0.5 | $0 |
| BRADLEY S SMITH 1000 LAKESIDE AVENUE, CLEVELAND, OH 44114 | TREASURER | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 1000 LAKESIDE AVE E, CLEVELAND, OH 44114-1117
- In care of
- % LAVONDA D NAPKA
- Signed the 990-PF
- LAVONDA D NAPKA, SECRETARY
- Phone
- (216) 875-6500
- Return prepared by
- PARKWOOD 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 83-0987549
- 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
- 2019
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T50)
- Assets (IRS master file)
- $164,706,854
- Income (IRS master file)
- $25,857,208
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $19,072,911 | $10,535,000 | $164,706,854 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $7,471,619 | $13,603,244 | $161,315,033 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | 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 83-0987549).
Questions about JOSEPH & FLORENCE MANDEL FAMILY FOUNDATION - WEINBERG FAMILY FUND
- What is the EIN of JOSEPH & FLORENCE MANDEL FAMILY FOUNDATION - WEINBERG FAMILY FUND?
- The employer identification number (EIN) of JOSEPH & FLORENCE MANDEL FAMILY FOUNDATION - WEINBERG FAMILY FUND is 83-0987549.
- Is JOSEPH & FLORENCE MANDEL FAMILY FOUNDATION - WEINBERG FAMILY FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to JOSEPH & FLORENCE MANDEL FAMILY FOUNDATION - WEINBERG FAMILY FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOSEPH & FLORENCE MANDEL FAMILY FOUNDATION - WEINBERG FAMILY FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOSEPH & FLORENCE MANDEL FAMILY FOUNDATION - WEINBERG FAMILY FUND 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 JOSEPH & FLORENCE MANDEL FAMILY FOUNDATION - WEINBERG FAMILY FUND 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 JOSEPH & FLORENCE MANDEL FAMILY FOUNDATION - WEINBERG FAMILY FUND?
- The 990-PF for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
- How much revenue does JOSEPH & FLORENCE MANDEL FAMILY FOUNDATION - WEINBERG FAMILY FUND have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $19,072,911, expenses of $10,535,000 and total assets of $164,706,854 at year end.
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