The Joseph V Bernice C Szczepanski

Foundation · Grantmaker WESTLAKE, OH EIN: 26-6098913

The Joseph V Bernice C Szczepanski is a private foundation focused on Public, Societal Benefit, based in WESTLAKE, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $898K in total assets. In 2024, it awarded 2 grants totaling $151K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$898K

-3.3% YoY

Annual Giving

$151K

+10.2% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$76K

+10.2% YoY

About The Joseph V Bernice C Szczepanski

Based on IRS filings

The Joseph V Bernice C Szczepanski is a private foundation focused on Public, Societal Benefit, based in WESTLAKE, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $898K in total assets. In 2024, it awarded 2 grants totaling $151K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

ClevelandParma

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$60K$119K$179K$239K20202021202220232024
Metric202420232022
Total Assets$898,470$929,580$926,634
Revenue$57,864$55,721$59,316
Expenses$216,901$196,459$196,664
Qualifying Distributions$151,088$137,164$137,164
Net Investment Income
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$38K$76K$113K$151K2 grants20202 grants20212 grants20222 grants20232 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

HOLY FAMILY CANCER CENTER$76KSALVATION ARMY$76K

Grant Size Distribution

10 grants across all recorded years

<$50K10$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Holy Family Cancer Center ($75,544), Salvation Army ($75,544).

RecipientPurposeAmount
HOLY FAMILY CANCER CENTER PARMA, OHCHARITABLE GIFT$75,544
SALVATION ARMY CLEVELAND, OHCHARITABLE GIFT$75,544

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

SUSAN KALLTRUSTEE$27K

From 2024 filing

NameTitleHoursCompensation
SUSAN KALLTRUSTEE5$27,116

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Joseph V Bernice C Szczepanski?

The Joseph V Bernice C Szczepanski is a private foundation focused on Public, Societal Benefit, based in WESTLAKE, OH. It holds $898K in total assets as of 2024.

How large is The Joseph V Bernice C Szczepanski?

As of 2024, The Joseph V Bernice C Szczepanski holds $898K in total assets with $58K in annual revenue. It awarded 2 grants totaling $151K in 2024.

Where does The Joseph V Bernice C Szczepanski operate?

The Joseph V Bernice C Szczepanski has awarded grants in Ohio.

What size grants does The Joseph V Bernice C Szczepanski award?

In 2024, The Joseph V Bernice C Szczepanski awarded 2 grants totaling $151K — an average of about $76K per grant, based on its IRS Form 990 filings.

What is The Joseph V Bernice C Szczepanski's EIN?

The Joseph V Bernice C Szczepanski's EIN (Employer Identification Number) is 26-6098913. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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