Albert J Weatherhead Iii Foundation Co Thomas F Allen

Mayfield Hts, OH
Tax-exempt since July 1975
EIN: 51-0137950

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$620k (2023)

Expenses

$610k (2023)

Total Assets

$10.8M (2023)

Total Liabilities

$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$619,950

Expenses

$609,668

Net Income

$10,282

Net Assets

$10,789,454

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$172,334	27.8%
Sales of Assets	$447,616	72.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$475,712	78.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,789,454
Total Liabilities	$0
Net Assets	$10,789,454

Compensation

Key Employees and Officers	Compensation	Other
Celia Weatherhead (President)	$0	$0
Charles Sheedy (Vice President)	$0	$0
Scott Cowen (Vice President)	$0	$0
Terri Lacy (Secretary & Treasurer)	$0	$0

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990-PF

Filed on May 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$273,182

Expenses

$672,697

Net Income

-$399,515

Net Assets

$9,098,997

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$155,404	56.9%
Sales of Assets	$117,273	42.9%
Other Income	$505	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$517,876	77.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,098,997
Total Liabilities	$0
Net Assets	$9,098,997

Compensation

Key Employees and Officers	Compensation	Other
Celia Weatherhead (President)	$0	$0
Charles Sheedy (Vice President)	$0	$0
Scott Cowen (Vice President)	$0	$0
Terri Lacy (Secretary & Treasurer)	$0	$0

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990-PF

Filed on May 17, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$965,950

Expenses

$665,685

Net Income

$300,265

Net Assets

$11,637,912

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$137,493	14.2%
Sales of Assets	$826,320	85.5%
Other Income	$2,137	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$520,212	78.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,637,912
Total Liabilities	$0
Net Assets	$11,637,912

Compensation

Key Employees and Officers	Compensation	Other
Charles E Sheedy (Vice President)	$0	$0
Celia J Weatherhead (President)	$0	$0
Terri Lacy (Secretary/Treasurer)	$0	$0
Scott Cowen (Vice President)	$0	$0

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990-PF

Filed on Nov. 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2020

Revenue

$563,768

Expenses

$538,962

Net Income

$24,806

Net Assets

$10,023,703

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$124,258	22.0%
Sales of Assets	$436,419	77.4%
Other Income	$3,091	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$410,415	76.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,023,704
Total Liabilities	$1
Net Assets	$10,023,703

Compensation

Key Employees and Officers	Compensation	Other
Charles E Sheedy (Vice President)	$0	$0
Celia J Weatherhead (President)	$0	$0
Terri Lacy (Secretary/Treasurer)	$0	$0
Scott Cowen (Vice President)	$0	$0

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990-PF

Filed on Nov. 12, 2021

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$288,944

Expenses

$548,871

Net Income

-$259,927

Net Assets

$8,727,477

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$135,258	46.8%
Sales of Assets	$133,254	46.1%
Other Income	$20,432	7.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$411,269	74.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,727,478
Total Liabilities	$1
Net Assets	$8,727,477

Compensation

Key Employees and Officers	Compensation	Other
Charles E Sheedy (Vice President)	$0	$0
Celia J Weatherhead (President)	$0	$0
Terri Lacy (Secretary/Treasurer)	$0	$0
Scott Cowen (Vice President)	$0	$0

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990-PF

Filed on Sept. 9, 2020

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2018

Revenue

$868,509

Expenses

$563,313

Net Income

$305,196

Net Assets

$6,930,244

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$142,674	16.4%
Sales of Assets	$725,769	83.6%
Other Income	$66	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$423,789	75.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,930,244
Total Liabilities	$0
Net Assets	$6,930,244

Compensation

Key Employees and Officers	Compensation	Other
Charles E Sheedy (Vice President)	$0	$0
Celia J Weatherhead (President)	$0	$0
Terri Lacy (Secretary/Treasurer)	$0	$0
Scott Cowen (Vice President)	$0	$0

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990-PF

Filed on Aug. 29, 2019

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

PDF (2 of 2)

Fiscal Year Ending Dec.
2017

Revenue

$578,400

Expenses

$497,377

Net Income

$81,023

Net Assets

$8,439,135

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$133,431	23.1%
Sales of Assets	$309,214	53.5%
Other Income	$135,755	23.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$376,910	75.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,439,135
Total Liabilities	$0
Net Assets	$8,439,135

Compensation

Key Employees and Officers	Compensation	Other
Charles E Sheedy (Vice President)	$0	$0
Celia J Weatherhead (President)	$0	$0
Terri Lacy (Vice Pres/Secretary/Treasurer)	$0	$0
Scott Cowen (Vice President)	$0	$0

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990-PF

Filed on Sept. 6, 2018

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2016

Revenue

$576,338

Expenses

$463,340

Net Income

$112,998

Net Assets

$7,390,225

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$109,388	19.0%
Sales of Assets	$407,337	70.7%
Other Income	$59,613	10.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$345,456	74.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,390,225
Total Liabilities	$0
Net Assets	$7,390,225

Compensation

Key Employees and Officers	Compensation	Other
Charles E Sheedy (Trustee)	$0	$0
Celia J Weatherhead (President)	$0	$0
Terri Lacy (V.P. And Sec/Treas.)	$0	$0
Scott Cowen (Trustee)	$0	$0

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990-PF

Filed on Aug. 24, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$935,889

Expenses

$514,590

Net Income

$421,299

Net Assets

$6,904,965

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$117,913	12.6%
Sales of Assets	$800,231	85.5%
Other Income	$17,745	1.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$394,856	76.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,904,965
Total Liabilities	$0
Net Assets	$6,904,965

Compensation

Key Employees and Officers	Compensation	Other
Charles E Sheedy (Trustee)	$0	$0
Celia J Weatherhead (President)	$0	$0
Terri Lacy (V.P. And Sec/Treas.)	$0	$0
Scott Cowen (Trustee)	$0	$0

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990-PF

Filed on May 16, 2016

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$622,212

Expenses

$568,489

Net Income

$53,723

Net Assets

$7,893,624

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$118,606	19.1%
Sales of Assets	$503,606	80.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$392,165	69.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,903,624
Total Liabilities	$10,000
Net Assets	$7,893,624

Compensation

Key Employees and Officers	Compensation	Other
Charles E Sheedy (Trustee)	$0	$0
Celia J Weatherhead (President)	$0	$0
Terri Lacy (V.P. And Sec/Treas.)	$0	$0

990-PF

Filed on Aug. 14, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$667,160

Expenses

$707,396

Net Income

-$40,236

Net Assets

$7,482,390

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$122,343	18.3%
Sales of Assets	$544,817	81.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$573,743	81.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,482,390
Total Liabilities	$0
Net Assets	$7,482,390

Compensation

Key Employees and Officers	Compensation	Other
Charles E Sheedy (Trustee)	$0	$0
Celia J Weatherhead (President)	$0	$0
Terri Lacy (V.P. And Sec/Treas.)	$0	$0

990-PF

Filed on Nov. 17, 2014

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$554,827

Expenses

$222,596

Net Income

$332,231

Net Assets

$6,204,293

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$203	0.0%
Interest Revenue	$0
Dividends	$115,283	20.8%
Sales of Assets	$439,341	79.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$108,500	48.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,204,294
Total Liabilities	$1
Net Assets	$6,204,293

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$591,853

Expenses

$235,439

Net Income

$356,414

Net Assets

$5,488,578

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$79,993	13.5%
Sales of Assets	$511,860	86.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$120,000	51.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,488,579
Total Liabilities	$1
Net Assets	$5,488,578

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Raw filing data. Includes EINs and summary financials as structured data.
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Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Updated June 30, 2025

Albert J Weatherhead Iii Foundation Co Thomas F Allen

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $620k (2023)

Expenses $610k (2023)

Total Assets $10.8M (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$620k (2023)

Expenses

$610k (2023)

Total Assets

$10.8M (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2001