WILLIAM M WEISS FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
WILLIAM M WEISS FOUNDATION (EIN 34-1787366)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-04-11
IRS object ID
202441029349100204
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-04-11T09:19:32-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341395121PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GREENWALD & BABIN INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13601 GREEN ROAD SUITE 208AddressLine1Txt
CityBEACHWOODCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44122ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN341787366EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WILLIAM M WEISS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWILLBusinessNameControlTxt
Phone4404765897PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17490 HUNTERS HOLLOW TRAILAddressLine1Txt
CityRUSSELL TWPCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44072ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFFREY WEISSPersonNm
Person TitleOFFICERPersonTitleTxt
Phone4404765897PhoneNum
Signature2024-04-15SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJEFFREYPersonFirstNm
Person LastWEISSPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY BABINPreparerPersonNm
PTINP00084285PTIN
Phone2164647373PhoneNum
Preparation2024-03-30PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,914,490FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$130,475DividendsRevAndExpnssAmt
Dividends Net Invst Incm$130,475DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$176,238NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$176,238GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$176,238CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$306,713TotalRevAndExpnssAmt
Total Net Invst Incm$306,713TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$4,000AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$28,133OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$225TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$40OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$32,398TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$313,700ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$313,700ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$346,098TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$313,700TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$39,385ExcessRevenueOverExpensesAmt
Net Investment Income$306,713NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$325,710SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$302,401SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$302,401SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$5,156,945CorporateStockBOYAmt
Corporate Stock EOY$5,140,869CorporateStockEOYAmt
Corporate Stock EOYFMV$5,612,089CorporateStockEOYFMVAmt
Total Assets BOY$5,482,655TotalAssetsBOYAmt
Total Assets EOY$5,443,270TotalAssetsEOYAmt
Total Assets EOYFMV$5,914,490TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$5,482,655RetainedEarningBOYAmt
Retained Earning EOY$5,443,270RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,482,655TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,443,270TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,482,655TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,443,270TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,482,655TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$39,385ExcessRevenueOverExpensesAmt
Subtotal$5,443,270SubtotalAmt
Tot Net Ast Or Fund Balances EOY$5,443,270TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$176,238CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,263InvestmentIncomeExciseTaxAmt
Subtotal$4,263SubtotalAmt
Tax Based On Investment Income$4,263TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,158EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$5,158TotalPaymentsAndCreditsAmt
Overpayment$895OverpaymentAmt
Applied To ES Tax$895AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJEFFREY WEISSIndividualWithBooksNm
Phone4404765897PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line17490 HUNTERS HOLLOWAddressLine1Txt
CityRUSSELLCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44072ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JEFFREY WEISS
7490 HUNTERS HOLLOWRUSSELLOH44072OFFICER000.00$0$0$0
DAVID WEISS
8432 LAKE SHORE DRBAINBRIGEOH44023OFFICER000.00$0$0$0
ANNE WEISS
12900 LAKE AVENUE 309LAKEWOODOH44107OFFICER000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,305,384AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$425,780AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,731,164TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$5,731,164AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$85,967CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,645,197NetVlNoncharitableAssetsAmt
Minimum Investment Return$282,260MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$282,260MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,263TaxBasedOnInvestmentIncomeAmt
Total Tax$4,263TotalTaxAmt
Distributable Before Adj$277,997DistributableBeforeAdjAmt
Distributable Before Ded$277,997DistributableBeforeDedAmt
Distributable As Adjusted$277,997DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$313,700ExpensesAndContributionsAmt
Qualifying Distributions$313,700QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$277,997DistributableAsAdjustedAmt
Undistributed Income PY$32,350UndistributedIncomePYAmt
Qualifying Distributions$313,700QualifyingDistributionsAmt
Applied To Year1$32,350AppliedToYear1Amt
Applied To Current Year$277,997AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,353RemainingDistriFromCorpusAmt
Total Corpus$3,353TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$3,353ExcessDistriCyovToNextYrAmt
Excess From Current Year$3,353ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
4 PAWS FOR ABILITY
207 DAYTON RDXENIAOH45385CHARITABLE$3,000
ALBANY PARK THEATER
CHICAGOCHICAGOIL60007CHARITABLE$1,000
CENTER FOR ARTS INSPIRED LEARNING
321 S PLYMOUTHCHICAGOIL60604CHARITABLE$10,000
CHICAGO POETRY CENTER
200 MADISON STCHICAGOIL60606CHARITABLE$2,000
CLEVELAND CITY CLUB
850 EUCLID AVRCLEVELANDOH44114CHARITABLE$15,000
CLEVELAND CLINIC FOUNDATION
2049 EAST 100TH STREETCLEVELANDOH44195CHARITABLE$1,000
CLEVELAND KIDS BOOD BANK
3635 PERKINS ANECLEVELANDOH44114CHARITABLE$10,000
CLEVELAND PUBLIC THEATRE
6415 DETROIT AVECLEVELANDOH44102CHARITABLE$16,000
COLLEGE NOW GRATER CLEVELAND
50PUBLIC SQUARECLEVELANDOH44113CHARITABLE$10,000
CUYAHOGA COMMUNITY COLLEGE FOUNDATI
4250 RICHMOND RDHIGHLAND HILLSOH44122CHARITABLE$15,000
ELEANOR RAINEY MEMOEIAL INSTITUTE
1705 E 55 STREETCLEVELANDOH44105CHARITABLE$38,500
FAIRMOUNT CENTER FOR THE ARTS
8400 FAIRMOUNT RDCLEVELANDOH44115CHARITABLE$6,000
GREATER CLEVELAND CONGREGATION
17419 SNYDER RDCLEVELANDOH44122CHARITABLE$5,000
GREATER CLEVELAND FOOD BANK
11125 MAGNOLIA DRCLEVELANDOH44122CHARITABLE$25,000
HABITAT FOR HUMANITY
2110 WEST 110TH STREETCLEVELANDOH44115CHARITABLE$10,000
HATHAWAY BROWN ASPIRE PROGRAM
19600 N PARK BLVDSHAKER HTSOH44122CHARITABLE$2,500
HEARTS AND HANDS OF CASA
6325 COCHRAN RDSOLONOH44139CHARITABLE$3,000
HFLA OF NORTHEAST OHIO
23300 CHAGRIN BLVD 204BEACHWOODOH44122CHARITABLE$10,700
HOLDEN ARBORETUM
9550 SPERRY RDKIRTLANDOH44094CHARITABLE$5,000
IDEASTREAM (WVIZWCPN)
1375 EUCLID AVEBEACHWOODOH44122CHARITABLE$14,500
INSPARATION CORPORATION
4554 N BROADWAYCHICAGOIL60640CHARITABLE$10,000
JEWISH FEDERATION OF CLEVELAND
600 W STURBRIDGE DRCLEVELANDOH44122CHARITABLE$500
LAKE ERIE INC
2843 WASHINGTON BLVDCLEVELAND HTSOH44118CHARITABLE$10,000
LITERACY COOPERATIVE
1331 EUCLID AVECLEVELANDOH44115CHARITABLE$7,500
GOODMAN THEATRE COMP
875 NORTH MICHIGAN AVECHICAGOIL60625CHARITABLE$15,000
MONORAH PARK FOUNDATION
1 DAVID MEYERS PARKWAYBEACHWOODOH44122CHARITABLE$2,500
NEW AVENUES TO INDEPENDEN
17608 EUCLID AVECLEVELANDOH44115CHARITABLE$10,000
OPEN DOORS ACADEMY
801 WASHINGTON STCLEVELANDOH44122CHARITABLE$5,000
PLAYHOUSE SQUARE FOUNDATI
1501 EUCLID AVECLEVELANDOH44115CHARITABLE$5,000
SALVATION ARMY OF NORTHEAST OHIO
2507 22ND STCLEVELANDOH44122CHARITABLE$1,000
STORYCATCHERS THEATRE
544 W OAKCHICAGOIL60610CHARITABLE$2,000
TOWARDS EMPLOYMENT
1255 EUCLID AVECLEVELANDOH44115CHARITABLE$5,000
UNIVERSAL UNITARIAN CONGREGATION
SHAKER HTSSHAKER HTSOH44122CHARITABLE$5,000
VALUES IN ACTION FOUNDATION
3700 BETA DRIVE 120MAYFIELDOH44143CHARITABLE$5,000
YOUTH OPPORTUNITIES UNLIMITED
1361 EUCLID AVECLEVELANDOH44115CHARITABLE$6,000
CHN HOUSING PARTNERS
PAYNE AVECLEVELANDOH44115CHARITABLE$1,000
CLEVELAND LEDERSHIP CENTER
1240 HURON RDCLEVELANDOH44115CHARITABLE$5,000
DANA FARBER INSTITUTE
450 BROOKLIN AVEBOSTONMA02459CHARITABLE$1,000
INGENUITY CLEVELAND
5401 HAMILTON AVECLEVELANDOH44115CHARITABLE$2,500
SMITHSONIAN INSTITUTE
600 MARYLAND AVEWASHINGTONDC20024CHARITABLE$1,000
TWO FOUNDATION
8578 WASHINGTON STCHAGRIN FALLSOH44023CHARITABLE$10,000
WESTERN RESERVE ASSOC
301 STEINWEIHRGETTEYSBURGHPA17325CHARITABLE$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$313,700TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$130,475ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$176,238RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescREFUNDSDesc

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$130,475ExclusionAmt
Related Or Exempt Function Incm$176,238RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$306,713TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$4,000Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SPARTAN 500 INDEX PREMIUN$863,011$1,103,268
SPARTAN EXTENDED$961,500$1,091,822
STRATEGIC ADVISERS ALTERNATIVE FUND$18,992$18,106
STRATEGIC ADVISERS EMERGING FUND$119,174$121,577
STRATEGIC ADVISERS SMALL-MID FUND$136,334$143,232
STRATEGIC ADVISERS INTERNATIONAL FUN$269,205$295,698
FIDELITY SAI INFLATION FOCUS INDEX$20,455$14,546
STRATEGIC ADVISERS INCOME OPPORTUNIT$19,974$18,599
STRATEGIC ADVISERS CORE INCOME FUND$1,021,365$901,137
STRATEGIC ADVISERS LARGE CAP FUND$681,253$873,344
FID SAI LONG TERM TREASURY BOND$7,118$7,985
STRATEGIC ADVISERS SHORT DURATION FU$22,488$22,775
WEBSTER BANK CD$250,000$250,000
GOLDMAN BANK CD$250,000$250,000
CATHAY BANK CD$250,000$250,000
WELLS FARGO BANK CD$250,000$250,000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
POSTAGE$40

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEECategoryTxt
Amt$28,133Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmt
STATE OF OHIO$225
FEDERAL TAX 2021 BALANCE
FEDERAL TAX EST

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