WEISS FAMILY PRIVATE OPERATING FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WEISS FAMILY PRIVATE OPERATING FOUNDATION (EIN 82-2287833)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-12
- IRS object ID
- 202243179349100504
- Schema version
- 2021v4.2
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-12T23:18:49-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341748861 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSTIN BARTELL & FITZGERALD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6450 ROCKSIDE WOODS BLVD S SUITE | AddressLine1Txt |
| Address Line2 | 230 | AddressLine2Txt |
| City | INDEPENDENCE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 822287833 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WEISS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEIS | BusinessNameControlTxt |
| Phone | 2164640540 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1999 CIRCLE DRIVE B | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44106 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY WEISS | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2164640540 | PhoneNum |
| Signature | 2022-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GARY | PersonFirstNm |
| Person Last | WEISS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH SILVAGGIO CPA | PreparerPersonNm |
| PTIN | P00304380 | PTIN |
| Phone | 2166211180 | PhoneNum |
| Preparation | 2022-11-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,512,289 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $160,008 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $160,008 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $160,008 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $37,310 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,310 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $37,310 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $903,339 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,371,405 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $903,339 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $22,946 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $22,946 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $22,946 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,123,603 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,123,603 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $220,264 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $10,000 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $10,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $116,070 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $68,170 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $68,170 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $47,900 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $175 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $175 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $175 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,767 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,463 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $1,463 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $304 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $138,012 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $79,808 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $79,808 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $58,204 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,108,980 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,108,980 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,246,992 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $79,808 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $79,808 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,167,184 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$123,389 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,043,795 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $140,456 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,643,099 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $137,573 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $137,573 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $432,082 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,787,505 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,384,108 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $343,872 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,225,296 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,847,013 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $150,290 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $143,595 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,419,053 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,300,664 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,512,289 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $5,000 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $25,396,942 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $25,396,942 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$14,977,889 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$15,101,278 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,419,053 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,295,664 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,419,053 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,300,664 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,419,053 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$123,389 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,295,664 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,295,664 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| KEYBANK | P | 2021-01-01 | 2021-05-28 | $4,767,459 | $4,782,379 | -$14,920 | -$14,920 |
| KEYBANK | P | 2020-01-01 | 2021-06-08 | $1,592,904 | $685,687 | $907,217 | $907,217 |
| CAPITAL GAINS DIVIDENDS | P | $11,042 | $11,042 | $11,042 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $903,339 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$14,920 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,509 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,509 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,509 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $35,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $68 | EsPenaltyAmt |
| Overpayment | $20,423 | OverpaymentAmt |
| Applied To ES Tax | $20,423 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GARY WEISS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2164640540 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1999 CIRCLE DRIVE SUITE B | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ZEV WEISS | ||||||||
| 1999 CIRCLE DRIVE SUITE B | CLEVELAND | OH | 44106 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MORRY WEISS | ||||||||
| 1999 CIRCLE DRIVE SUITE B | CLEVELAND | OH | 44106 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JEFFREY WEISS | ||||||||
| 1999 CIRCLE DRIVE SUITE B | CLEVELAND | OH | 44106 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GARY WEISS | ||||||||
| 1999 CIRCLE DRIVE SUITE B | CLEVELAND | OH | 44106 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ELIE WEISS | ||||||||
| 1999 CIRCLE DRIVE SUITE B | CLEVELAND | OH | 44106 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JUDITH STONE WEISS | ||||||||
| 1999 CIRCLE DRIVE SUITE B | CLEVELAND | OH | 44106 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIVE FORTY MANAGEMENT LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1999 CIRCLE DRIVE SUITE B | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | MANAGEMENT FEES | ServiceTypeTxt |
| Compensation | $95,800 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DISTRIBUTION OF FUNDS TO NUMEROUS CHARITABLE ORGANIZATIONS. | Description1Txt |
| Expenses1 | $1,168,184 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,002,985 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,890,336 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,893,321 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,893,321 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $163,400 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,729,921 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $536,496 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $536,496 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,509 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,509 | TotalTaxAmt |
| Distributable Before Adj | $521,987 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $521,987 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $521,987 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,167,184 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,167,184 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $521,987 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $10,123 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,585,258 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,252,521 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,847,902 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,167,184 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $521,987 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $645,197 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,493,099 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,493,099 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $10,123 | ExcessFromYear3Amt |
| Excess From Year2 | $2,585,258 | ExcessFromYear2Amt |
| Excess From Year1 | $3,252,521 | ExcessFromYear1Amt |
| Excess From Current Year | $645,197 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MR GARY WEISS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1999 CIRCLE DRIVE SUITE B | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2164640540 | RecipientPhoneNum |
| Form And Info And Materials | MR. GARY WEISS WRITTEN FORM-PROVIDE AS MUCH INFORMATION AS POSSIBLE TO SUPPORT A CHARITABLE DEDUCTION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MR. GARY WEISS NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | MR. GARY WEISS DOES NOT GRANT SCHOLARSHIPS TO INDIVIDUALS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AKIFIM FAMILY ENRICHMENT | ||||||||||||
| 1715 51ST STREET | BROOKLYN | NY | 11204 | NONE | PC | COMMUNITY OUTREACH | $6,500 | |||||
| ALEH | ||||||||||||
| NONE | PC | COMMUNITY OUTREACH | $1,000 | PO BOX 36163 | JERUSALEM | IS | 9361 | |||||
| AMERICAN FRIENDS OF MIDRESHET HAROVA | ||||||||||||
| NONE | PC | EDUCATIONAL SUPPORT | $5,000 | PO BOX 1109 | JERUSALEM | IS | 9101001 | |||||
| AMERICA GIVES | ||||||||||||
| PO BOX 3263 | WASHINGTON | DC | 20010 | NONE | PC | COMMUNITY OUTREACH | $5,000 | |||||
| AMERICAN FRIENDS OF ERETZ HEMDAH INSTITUTIONS | ||||||||||||
| 8 SOUTH MICHIGAN AVENUE SUITE 605 | CHICAGO | IL | 60603 | NONE | PC | EDUCATIONAL SUPPORT | $5,000 | |||||
| AMERICAN FRIENDS OF MAGEN DAVID ADAM | ||||||||||||
| 3300 PGA BOULEVARD SUITE 970 | PALM BEACH GARDENS | FL | 33410 | NONE | PC | COMMUNITY OUTREACH | $10,000 | |||||
| AMERICAN FRIENDS OF SHALVA | ||||||||||||
| 315 FIFTH AVENUE 6TH FLOOR | NEW YORK | NY | 10016 | NONE | PC | EDUCATIONAL SUPPORT | $8,500 | |||||
| AMERICAN FRIENDS OF YESHIVAT KOL TZOFAVICH | ||||||||||||
| 46 LYMAN STREET | SHAKER HEIGHTS | OH | 44122 | NONE | PC | EDUCATIONAL SUPPORT | $138,000 | |||||
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||||||||
| PO BOX 21615 | NEW YORK | NY | 10087 | NONE | PC | EDUCATIONAL SUPPORT | $3,000 | |||||
| B'NEI AKIVA NATIONAL | ||||||||||||
| 4520 8TH AVENUE 15TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | EDUCATIONAL SUPPORT | $8,500 | |||||
| B'NEI AKIVA OF CLEVELAND | ||||||||||||
| 26600 SHAKER BOULEVARD | BEACHWOOD | OH | 44122 | NONE | PC | COMMUNITY OUTREACH | $4,710 | |||||
| B'NEI AKIVA OF US AND CANADA | ||||||||||||
| 4520 8TH AVENUE 15TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | EDUCATIONAL SUPPORT | $9,500 | |||||
| CAMP KOBY | ||||||||||||
| 36 PEARSALL AVENUE SUITE 1 | CEDARHURST | NY | 11516 | NONE | PC | EDUCATIONAL SUPPORT | $2,500 | |||||
| CAMP STONE | ||||||||||||
| 2463 S GREEN | BEACHWOOD | OH | 44122 | NONE | PC | EDUCATIONAL SUPPORT | $55,000 | |||||
| CENTRAL FUND OF ISRAEL | ||||||||||||
| 980 6TH AVENUE | NEW YORK | NY | 10018 | NONE | PC | COMMUNITY OUTREACH | $22,500 | |||||
| CHABAD OF PALM BEACH GARDENS | ||||||||||||
| 6100 PGA BOULEVARD | PALM BEACH GARDENS | FL | 33418 | NONE | PC | COMMUNITY OUTREACH | $6,100 | |||||
| CHAI LIFELINE | ||||||||||||
| 106 CLIFTON AVENUE | LAKEWOOD | NJ | 08701 | NONE | PC | EDUCATIONAL SUPPORT | $1,000 | |||||
| CLEVELAND CLINIC FOUNDATION | ||||||||||||
| 9500 EUCLID AVENUE UA3-315 | CLEVELAND | OH | 44195 | NONE | PC | COMMUNITY OUTREACH | $200,000 | |||||
| CONGREGATION BETH ISRAEL | ||||||||||||
| 5150 CALKINS ROAD | FLINT | MI | 48532 | NONE | PC | EDUCATIONAL SUPPORT | $500 | |||||
| CROSSROADS | ||||||||||||
| 8TH AVENUE FL 20 | NEW YORK | NY | 10018 | NONE | PC | EDUCATIONAL SUPPORT | $2,000 | |||||
| ECOPEACE MIDDLE EAST | ||||||||||||
| NONE | PC | COMMUNITY OUTREACH | $2,500 | MENACHEM BEGIN ROAD 90 PO BOX 51293 | TEL-AVIV | IS | 6713837 | |||||
| EFRAT DEVELOPMENT FOUNDATION | ||||||||||||
| NONE | PC | NETZER YISHAI ST 1, EFRAT | $10,000 | NESTER YISHAI STREET 1 | EFRAT | IS | ||||||
| FRIENDS OF ISRAEL DEFENSE FORCES | ||||||||||||
| POP BOX 999 | WALLED LAKE | MI | 48390 | NONE | PC | COMMUNITY OUTREACH | $25,000 | |||||
| FRIENDS OF YAD LAKASHIS | ||||||||||||
| PO BOX 494 | ENGLEWOOD | NJ | 07631 | NONE | PC | EDUCATIONAL SUPPORT | $1,500 | |||||
| FRIENDS OF YAD SARAH INC | ||||||||||||
| 455 PARK AVENUE SUITE 1702 | NEW YORK | NY | 10022 | NONE | PC | EDUCATIONAL SUPPORT | $3,500 | |||||
| FUCHS MIZRACHI | ||||||||||||
| 26600 SHAKER BOULEVARD | BEACHWOOD | OH | 44122 | NONE | PC | EDUCATIONAL SUPPORT | $11,570 | |||||
| GREEN ROAD SYNAGOGUE | ||||||||||||
| 2437 SHAKER BOULEVARD | BEACHWOOD | OH | 44122 | NONE | PC | COMMUNITY OUTREACH | $90,100 | |||||
| HEBREW ACADEMY OF CLEVELAND | ||||||||||||
| 1860 TAYLOR RD | CLEVELAND HTS | OH | 44118 | NONE | PC | EDUCATIONAL SUPPORT | $16,500 | |||||
| HILLEL OF BROWARD AND PALM BEACH | ||||||||||||
| 777 GLADES RD | BOCA RATOONFL | OH | 33431 | NONE | PC | EDUCATIONAL SUPPORT | $500 | |||||
| JEWISH FEDERATION OF CLEVELAND | ||||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | NONE | PC | COMMUNITY OUTREACH | $5,000 | |||||
| JEWISH NATIONAL FUND | ||||||||||||
| 60 REVERE DRIVE SUITE 725 | NORTHBROOK | IL | 60062 | NONE | PC | COMMUNITY OUTREACH | $10,000 | |||||
| KOL HANEARIM INC | ||||||||||||
| 220 WEST 26TH STREET APT 604 | NEW YORK | NY | 10001 | NONE | PC | EDUCATIONAL SUPPORT | $2,500 | |||||
| LUBAVITCH GIRLS HIGH SCHOOL | ||||||||||||
| 6350 N WHIPPLE ST | CHICAGO | IL | 60659 | NONE | PC | CANCER RESEARCH | $10,000 | |||||
| NEFESH BENEFESH | ||||||||||||
| NONE | PC | COMMUNITY OUTREACH | $10,000 | 10 SDEROT YITZCHAK RABIN | JERUSALEM | IS | ||||||
| OHR TORAH STONE | ||||||||||||
| 49 W 45TH STREET SUITE 701 | NEW YORK | NY | 10036 | NONE | PC | EDUCATIONAL SUPPORT | $90,000 | |||||
| OU-JLIC | ||||||||||||
| 11 BROADWAY | NEW YORK | NY | 10004 | NONE | PC | EDUCATIONAL SUPPORT | $10,000 | |||||
| PEF ISRAEL ENDOWMENT FUND | ||||||||||||
| 630 THIRD AVENUE STE 1501 | NEW YORK | NY | 10017 | NONE | PC | COMMUNITY OUTREACH | $12,000 | |||||
| PJ LIBRARY | ||||||||||||
| 67 HUNT STREET SUITE 100 | AGAWAM | MA | 01001 | NONE | SOUNK | EDUCATIONAL SUPPORT | $2,000 | |||||
| PUAH | ||||||||||||
| PO BOX 297185 | BROOKLYN | NY | 11229 | NONE | PC | COMMUNITY OUTREACH | $4,000 | |||||
| SAINT MARTIN DE PORRES HIGH SCHOOL | ||||||||||||
| 6202 ST CLAIR AVENUE | CLEVELAND | OH | 44103 | NONE | PC | EDUCATIONAL SUPPORT | $5,000 | |||||
| SESAME STREET | ||||||||||||
| 1900 BROADWAY AVENUE | NEW YORK | NY | 10023 | NONE | PC | EDUCATIONAL SUPPORT | $25,000 | |||||
| SHAARE ZEDEK MEDICAL | ||||||||||||
| NONE | PC | COMMUNITY OUTREACH | $10,000 | 12 SHMUEL BAIT ST PO BOX 3235 | JERUSALEM | IS | 9103102 | |||||
| SHEATUFIM | ||||||||||||
| NONE | PC | COMMUNITY OUTREACH | $100,000 | HAODEM ST BEIT YEHOSHUA 40591 PO | IS | BOX 3225 | ||||||
| SHELTERS FOR ISRAEL | ||||||||||||
| PO BOX 17324 | BEVERLY HILLS | CA | 90209 | NONE | PC | COMMUNITY OUTREACH | $2,500 | |||||
| STANDING TOGETHER | ||||||||||||
| 20 FLORENCE STREET | GREAT NECKS | NY | 11023 | NONE | PC | COMMUNITY OUTREACH | $1,000 | |||||
| THE CHILDREN'S BRIDGE OF ZICHRON MENACHEM INC | ||||||||||||
| 50 W 47TH ST 2100 | NEW YORK | NY | 10036 | NONE | PC | COMMUNITY OUTREACH | $4,000 | |||||
| THE CLEVELAND ORCHESTRA | ||||||||||||
| 11001 EUCLID AVE | CLEVELAND | OH | 44106 | NONE | PC | EDUCATIONAL SUPPORT | $60,000 | |||||
| THE NEW SCHOOL | ||||||||||||
| 79 FIFTH AVENUE 17TH FLOOR | NEW YORK | NY | 10003 | NONE | PC | EDUCATIONAL SUPPORT | $60,000 | |||||
| WORLD B'NET AKIVA | ||||||||||||
| NONE | PC | EDUCATIONAL SUPPORT | $8,500 | 54 KING GEORGE ST | JERUSALEM | IS | ||||||
| YESHIVA BETH YEHUDAH | ||||||||||||
| 15751 LINCOLN DR | SOUTHFIELD | MI | 48076 | NONE | PC | EDUCATIONAL SUPPORT | $18,000 | |||||
| ZTE | ||||||||||||
| 2291 TRUXTUN RD | SAN DIEGO | CA | 92106 | NONE | PC | EDUCATIONAL SUPPORT | $4,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,108,980 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $160,008 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,310 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,946 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $903,339 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,123,603 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,123,603 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $20,000 | Amt |
| Net Investment Income | $10,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10,000 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $10,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| KEYBANK BONDS | $225,296 | $847,013 |
| REDWOOD FUND | $8,000,000 | $8,000,000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| KEYBANK STOCK | $747,294 | $220,621 |
| VANGUARD | $1,040,211 | $1,163,487 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | KEYBANK ALTERNATIVE | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $150,290 | BookValueAmt |
| EOYFMV | $143,595 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK CHARGES | $463 | $463 | $463 | $0 |
| EXCISE TAX | $1,000 | $1,000 | $1,000 | $0 |
| STATE OF OHIO FEES | $200 | $0 | $0 | $200 |
| FILING FEE | $104 | $0 | $0 | $104 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CLASS ACTION SETTLEMENTS | $716 | $716 | $716 |
| TAX REFUND | $22,230 | $22,230 | $22,230 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MANAGEMENT FEE | $95,800 | $47,900 | $47,900 | $47,900 |
| INVESTMENT FEES | $20,270 | $20,270 | $20,270 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $175 | Amt |
| Net Investment Income | $175 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $175 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |