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Nonprofit · EIN 34-1788055

MONTEFIORE FOUNDATION

Tax-exempt · BEACHWOOD, OH 44122

Financials

$438K$2.9M2022$214K$347K2023$79K$2K2024
Revenue Expenses · by fiscal year end
Financials of MONTEFIORE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$79,486$1,736$77,750$12,037,269$296,960$11,740,309
June 30, 2024990$214,277$346,771-$132,494$10,964,934$336,438$10,628,496
June 30, 2023990$437,613$2,904,955-$2,467,342$11,119,326$319,110$10,800,216
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$78,253
Other revenue
$1,233

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Occupancy
$1,130
Management and general (functional)
$1,736

Balance sheet and other

Total assets, start of year
$10,964,934
Total assets, end of year
$12,037,269
Total liabilities, end of year
$296,960
Net assets, end of year
$11,740,309
Net assets without donor restrictions
$161,354
Net assets with donor restrictions
$11,578,955
Gross receipts
$79,486
Employees
0
Volunteers
4
Year formed
1994
State of legal domicile
OH

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 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
KEN MARBLESTONEPRESIDENT
Trustee or director, Officer
1$0
HARRY SINGERTRUSTEE
Trustee or director
1$0
MARC SILVERSTEINTRUSTEE
Trustee or director
1$0
JUDY WILLENSKYTRUSTEE
Trustee or director
1$0
990 for the year ended June 30, 2024: 4 people
NameTitleHours / weekCompensation
KEN MARBLESTONEPRESIDENT
Trustee or director, Officer
1$0
HARRY SINGERTRUSTEE
Trustee or director
1$0
MARC SILVERSTEINTRUSTEE
Trustee or director
1$0
JUDY WILLENSKYTRUSTEE
Trustee or director
1$0
990 for the year ended June 30, 2023: 3 people
NameTitleHours / weekCompensation
Ken MarblestonePresident
Trustee or director, Officer
15$0
Harry SingerTrustee
Trustee or director
1$0
Judy WillenskyTrustee
Trustee or director
1$0

Address and contacts

Address (IRS master file)
25701 SCIENCE PARK DR, BEACHWOOD, OH 44122-7302
In care of
% JODI NADERHOFF
Principal officer (990 for 2024)
KEN MARBLESTONE, 25701 SCIENCE PARK DRIVE, BEACHWOOD, OH 44122
Signed the 990
JODI NADERHOFF, CFO
Phone
(614) 204-3970
Return prepared by
PLANTE & MORAN PLLC

Mission

THE MONTEFIORE FOUNDATION'S MISSION IS TO PROVIDE GRANTS THAT AID AND SUPPORT THE JEWISH ELDERLY COMMUNITY IN THE CLEVELAND AREA.

990 for the year ended June 30, 2025

Program accomplishments

  • THE MONTEFIORE FOUNDATION'S MISSION IS TO PROVIDE GRANTS THAT AID AND SUPPORT THE JEWISH ELDERLY COMMUNITY IN THE CLEVELAND AREA.0

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
34-1788055
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1995
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$12,037,269
Income (IRS master file)
$79,486

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$79,486$1,736$12,037,269IRS
990June 2024$214,277$346,771$10,964,934IRS
990-TJune 2024–––IRS
990June 2023$437,613$2,904,955$11,119,326XML
990-TJune 2023–––IRS
990June 2022$1,638,245$1,346,433$12,660,221IRS
990-TJune 2022–––IRS
990June 2021–––IRS
990-TJune 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 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 34-1788055).

Questions about MONTEFIORE FOUNDATION

What is the EIN of MONTEFIORE FOUNDATION?
The employer identification number (EIN) of MONTEFIORE FOUNDATION is 34-1788055.
Is MONTEFIORE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
Are donations to MONTEFIORE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does MONTEFIORE FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of MONTEFIORE FOUNDATION due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MONTEFIORE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of MONTEFIORE FOUNDATION?
The 990 for the year ended June 30, 2025 names KEN MARBLESTONE.
Who are the officers and directors of MONTEFIORE FOUNDATION?
The 990 for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does MONTEFIORE FOUNDATION have?
On its 990 for the year ended June 30, 2025 it reported revenue of $79,486, expenses of $1,736 and total assets of $12,037,269 at year end.

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