The Morton and Barbara Mandel Family Foundation
THE MORTON AND BARBARA is a private foundation based in Cleveland, Ohio. Its 2021 filing is marked as its final return, indicating that it appears to have wound down or stopped grantmaking.
Key facts about The Morton and Barbara Mandel Family Foundation
In short: The Morton and Barbara Mandel Family Foundation gave $7.6M across 105 grants in 2021 (avg $73K), top state Massachusetts. Source: 2021 IRS Form 990-PF.
- EIN
- 34-6546420
- Latest 990 filing
- Form 990-PF, 2021
- Annual giving (2021)
- $7,628,723
- Grants made (2021)
- 105
- Average grant
- $72,655
- Median grant
- $30,000
- Primary geography
- Massachusetts (44% of itemized 2021 grant dollars)
- How to apply
- The filing says the foundation does not restrict giving to preselected organizations. Full details ↓
- Deadline
- None listed on the filing.
Data from IRS Form 990-PF, 2021; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2021 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$7.6M
-59.0% YoY
Grant Count
105
-22.8% YoY
Avg Grant Size
$73K
-46.9% YoY
Under IRS private-foundation payout rules, The Morton and Barbara Mandel Family Foundation reported a distributable amount of $15.5M for 2021 — the minimum it must pay out in qualifying distributions.
How The Morton and Barbara Mandel Family Foundation gives
- 73% of 2021 grantees were also funded in 2020. Method
- In 2021 it paid out 48% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2021 grants show support for a range of organizations. Brandeis University describes its work as advancing the humanities, arts, and sciences and providing a broad liberal arts education. The Jewish Federation of Palm Beach County says it works to strengthen Jewish identity, energize the relationship with Israel, and meet human needs it considers a Jewish community obligation. The Jewish Community Board of Akron describes its purpose as preserving, enhancing, and perpetuating the Jewish way of life.
Other 2021 recipients included Stewart’s Caring Place, which says it provides free supportive services for people and families on a cancer journey; Palm Beach Day Academy, which describes its program as academically challenging and compassion-rich; and Case Western Reserve University, which describes itself as an independent, research-oriented university with strengths across health, engineering, arts and sciences, and other fields.
Grantmaking
In 2021, the foundation made 105 grants totaling $7,628,723. Grant amounts ranged from $26 to $3,333,334, with a median grant of $30,000.
The largest listed grant was $3,333,334 to Brandeis University for project support. Other notable grants included $250,000 to the Jewish Federation of Palm Beach County for general operating support; $200,000 to United Way of Summit & Medina for project support; and two grants to Tzedek Social Justice Fund, for $161,330 and $134,500, both for general operating support. Stewart’s Caring Place received $125,000 for a capital campaign, and the Town of Palm Beach received two capital campaign grants of $115,709 and $112,221. Case Western Reserve University received $100,000 for general operating support, and the Jewish Community Board of Akron received $100,000 for project support.
Review Cycle
None listed on the filing.
How to Apply
The filing says the foundation does not restrict giving to preselected organizations. It lists the contact as MORTON BARBARA MANDEL FAMILY FDN, with no application form or materials and no award restrictions. These filing instructions are not presented as current because the 2021 return is marked final.
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Geographic Focus
Where this funder awards grants
In 2021, Massachusetts received 44% of grant dollars, North Carolina 19%, Florida 13%, Ohio 12%, and New York 5%.
Grant Distribution by State
Share of 2021 grant dollars across all 105 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2021, annual grant giving ranged from $7.6M (2021) to $18.6M (2020). In 2021 it made 105 grants totaling $7.6M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2021
The largest 2021 recipient was Brandeis University ($3.3M). Together the top 10 received $5.4M.
Grant Size Distribution
241 grants across all recorded years
The most common grant size was under $50K: 173 grants of 241 (72%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Brandeis University Waltham, MA | Project Support | $3,333,334 |
| Jewish Federation of Palm Beach County West Palm Beach, FL | General Operating Support | $250,000 |
| United Way of Summit & Medina Akron, OH | Project Support | $200,000 |
| Tzedek Social Justice Fund Asheville, NC | General Operating Support | $161,330 |
| Tzedek Social Justice Fund Asheville, NC | General Operating Support | $134,500 |
| Stewart's Caring Place Copley, OH | Capital Campaign | $125,000 |
| Town of Palm Beach Palm Beach, FL | Capital Campaign | $115,709 |
| Town of Palm Beach Palm Beach, FL | Capital Campaign | $112,221 |
| Case Western Reserve University Cleveland, OH | General Operating Support | $100,000 |
| Jewish Community Board of Akron Akron, OH | Project Support | $100,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2020 | $405,379,336 | $53,215,552 | $31,000,455 | $18,615,372 across 136 grants |
| 2021 | Not stated | $61,834,657 | $15,272,743 | $7,628,723 across 105 grants |
| Metric | 2021 | 2020 |
|---|---|---|
| Total Assets | — | $405,379,336 |
| Revenue | $61,834,657 | $53,215,552 |
| Expenses | $15,272,743 | $30,881,805 |
| Qualifying Distributions | $7,473,223 | — |
| Net Investment Income | $52,150,776 | $45,063,819 |
| Distributable Amount | $15,518,691 | $11,186,742 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS August 2, 2022)
- IRS filings on file for fiscal years 2020–2021
Leadership & Key People
Leadership team and compensation from IRS filings
The 2021 filing lists Karen A Vereb as secretary; Bradley S Smith as trustee/president and trustee/treasurer; Amy C Mandel, Thomas A Mandel, and Stacy L Mandel as trustees; Angela A Weerasuriya as assistant secretary; and Mark A Madeja as assistant secretary.
The Morton and Barbara Mandel Family Foundation is led by Bradley S. Smith, Trustee, President, Trustee & Treasurer on every filing since 2020; none of the 7 officers listed in 2021 report compensation.
Officers on the 2021 filing
Bradley S. Smith
Trustee, President, Trustee & Treasurer
On filings since 2020
No compensation reported
Amy C. Mandel
Trustee
On filings since 2020
No compensation reported
Stacy L. Mandel
Trustee
On filings since 2020
No compensation reported
Thomas A. Mandel
Trustee
On filings since 2020
No compensation reported
Angela A. Weerasuriya
Assistant Secretary
On filings since 2020
No compensation reported
Karen A. Vereb
Secretary
On filings since 2020
No compensation reported
Mark A. Madeja
Assistant Secretary
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2021. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Application contact: Morton Barbara Mandel Family Fdn
Mailing address: 1000 Lakeside Ave E, Cleveland, OH 44114-1117
Phone: (216) 875-6500
Frequently asked questions about The Morton and Barbara Mandel Family Foundation
How much does The Morton and Barbara Mandel Family Foundation give each year?
The Morton and Barbara Mandel Family Foundation gave $7.6M across 105 grants in 2021, according to its 2021 IRS Form 990-PF. In 2020 it gave $18.6M across 136 grants.
What is The Morton and Barbara Mandel Family Foundation's typical grant size?
The Morton and Barbara Mandel Family Foundation's median grant in 2021 was $30,000, and its average grant was $72,655, across 105 grants on its 2021 IRS Form 990-PF.
Where does The Morton and Barbara Mandel Family Foundation give grants?
The Morton and Barbara Mandel Family Foundation's top state is Massachusetts, with 44% of the grant dollars itemized on its 2021 IRS Form 990-PF. The next largest states were North Carolina (19%) and Florida (13%). The most frequent recipient cities were Asheville, NC (41 grants), New York, NY (10 grants), Cleveland, OH (9 grants) and Akron, OH (8 grants).
Does The Morton and Barbara Mandel Family Foundation give general operating support?
Yes: 54% of The Morton and Barbara Mandel Family Foundation's 2021 grants with a stated purpose (57 of 105) were for general or operating support, per its 2021 IRS Form 990-PF. Recurring purposes include "Project Support" (44 grants) and "Capital Campaign" (3 grants).
Who are The Morton and Barbara Mandel Family Foundation's largest grantees?
The Morton and Barbara Mandel Family Foundation's largest 2021 grantees include Brandeis University ($3,333,334), Tzedek Social Justice Fund ($460,826 across 5 grants) and Jewish Federation of Palm Beach County ($250,000), according to its 2021 IRS Form 990-PF. Together they received 53% of its itemized 2021 grant dollars.
What does The Morton and Barbara Mandel Family Foundation fund?
No mission statement for the foundation is provided. Its 2021 grants show support for a range of organizations. Brandeis University describes its work as advancing the humanities, arts, and sciences and providing a broad liberal arts education. See mission & focus areas ↑
How do I apply for a grant from The Morton and Barbara Mandel Family Foundation?
The filing says the foundation does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
How much is The Morton and Barbara Mandel Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2021, The Morton and Barbara Mandel Family Foundation reported a distributable amount of $15.5M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Morton and Barbara Mandel Family Foundation's EIN?
The Morton and Barbara Mandel Family Foundation's EIN (Employer Identification Number) is 34-6546420. IRS Form 990 filing data is available on this page for 2020–2021.
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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