WEISS FAMILY PRIVATE OPERATING FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WEISS FAMILY PRIVATE OPERATING FOUNDATION (EIN 82-2287833)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-02
- IRS object ID
- 202103069349101025
- Schema version
- 2020v4.1
- 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
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-02T14:36:41-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 EAST NINTH STREET STE 920 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 NO 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 | 2021-11-01 | 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 | 2021-11-01 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,274,353 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,700,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $29 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $29 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $29 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $48,601 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $48,601 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $48,601 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$12,000,881 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,643,360 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$10,252,251 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $48,630 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $48,630 | 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 | $19,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,650 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $9,650 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $9,650 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $99,046 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $57,233 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $57,233 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $41,813 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $45,558 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $254 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $254 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $45,304 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $163,904 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $67,137 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $67,137 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $96,767 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,675,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,675,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,839,404 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $67,137 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $67,137 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,772,267 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$14,091,655 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $90,514 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,643,099 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,643,099 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $22,130,295 | CorporateStockBOYAmt |
| Corporate Stock EOY | $432,082 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,268,203 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,259,849 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $343,872 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $363,051 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $23,480,658 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,419,053 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,274,353 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | -$1,916,284 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$14,977,889 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,480,658 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,419,053 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,480,658 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,419,053 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,480,658 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$14,091,655 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,030,050 | OtherIncreasesAmt |
| Subtotal | $10,419,053 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,419,053 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| KEYBANK | P | 2020-06-30 | 2020-12-31 | $21,370 | $20,016 | $1,354 | $1,354 |
| KEYBANK | P | 2019-06-30 | 2020-12-31 | $3,439,626 | $2,135,175 | $1,304,451 | $1,304,451 |
| PARTY CITY | P | 2018-04-06 | 2020-11-19 | $2,993,548 | $1,495,050 | $1,498,498 | $1,498,498 |
| PARTY CITY | P | 2018-04-06 | 2020-11-19 | $5,188,816 | $19,994,000 | -$14,805,184 | -$14,805,184 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$12,000,881 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,354 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $31,230 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $32,230 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $32,230 | OverpaymentAmt |
| Applied To ES Tax | $10,000 | AppliedToESTaxAmt |
| Refund | $22,230 | 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 | MARY KAY INCANDELA | 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 (7 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 |
| MARY KAY INCANDELA | ||||||||
| 1999 CIRCLE DRIVE SUITE B | CLEVELAND | OH | 44106 | DIRECTOR | 2.00 | $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 | $83,625 | 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 | $3,675,500 | 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 | $5,686,408 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,866,807 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,553,215 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,553,215 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $158,298 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,394,917 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $519,746 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $519,746 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $519,746 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $519,746 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $519,746 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,772,267 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,772,267 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,772,267 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $519,746 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $10,123 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,585,258 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,595,381 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,772,267 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $519,746 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,252,521 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,847,902 | 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 | $5,847,902 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $10,123 | ExcessFromYear2Amt |
| Excess From Year1 | $2,585,258 | ExcessFromYear1Amt |
| Excess From Current Year | $3,252,521 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MRS MARY KAY INCANDELA | 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 | MRS. MARY KAY INCANDELA WRITTEN FORM-PROVIDE AS MUCH INFORMATION AS POSSIBLE TO SUPPORT A CHARITABLE DEDUCTION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MRS. MARY KAY INCANDELA NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | MRS. MARY KAY INCANDELA DOES NOT GRANT SCHOLARSHIPS TO INDIVIDUALS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| AISH HATORAH | ||||||||||
| 14077 CEDAR ROAD SUITE 7 | CLEVELAND | OH | 44118 | NONE | EDUCATIONAL SUPPORT | $1,000 | ||||
| AKIFIM FAMILY ENRICHMENT | ||||||||||
| 1715 51ST STREET | BROOKLYN | NY | 11204 | NONE | COMMUNITY OUTREACH | $3,500 | ||||
| ALEH | ||||||||||
| NONE | COMMUNITY OUTREACH | $1,000 | PO BOX 36163 | JERUSALEM | IS | 9361 | ||||
| AMERICAN FRIENDS OF ERETZ HEMDAH INSTITUTIONS | ||||||||||
| 8 SOUTH MICHIGAN AVENUE SUITE 605 | CHICAGO | IL | 60603 | NONE | EDUCATIONAL SUPPORT | $5,000 | ||||
| AMERICAN FRIENDS OF MAGEN DAVID ADAM | ||||||||||
| 3300 PGA BOULEVARD SUITE 970 | PALM BEACH GARDENS | FL | 33410 | NONE | COMMUNITY OUTREACH | $10,000 | ||||
| AMERICAN FRIENDS OF SHALVA | ||||||||||
| 315 FIFTH AVENUE 6TH FLOOR | NEW YORK | NY | 10016 | NONE | EDUCATIONAL SUPPORT | $4,500 | ||||
| AMERICAN FRIENDS OF YESHIVAT KOL TZOFAVICH | ||||||||||
| 46 LYMAN STREET | SHAKER HEIGHTS | OH | 44122 | NONE | EDUCATIONAL SUPPORT | $25,000 | ||||
| B'NEI AKIVA OF US AND CANADA | ||||||||||
| 4520 8TH AVENUE 15TH FLOOR | NEW YORK | NY | 10018 | NONE | EDUCATIONAL SUPPORT | $15,000 | ||||
| CAMP STONE | ||||||||||
| 2463 S GREEN | BEACHWOOD | OH | 44122 | NONE | EDUCATIONAL SUPPORT | $60,000 | ||||
| CENTRAL FUND OF ISRAEL | ||||||||||
| 980 6TH AVENUE | NEW YORK | NY | 10018 | NONE | COMMUNITY OUTREACH | $1,000 | ||||
| CHABAD OF PALM BEACH GARDENS | ||||||||||
| 6100 PGA BOULEVARD | PALM BEACH GARDENS | FL | 33418 | NONE | COMMUNITY OUTREACH | $500 | ||||
| CHAI LIFELINE | ||||||||||
| 106 CLIFTON AVENUE | LAKEWOOD | NJ | 08701 | NONE | EDUCATIONAL SUPPORT | $500 | ||||
| CLEVELAND CLINIC FOUNDATION | ||||||||||
| 9500 EUCLID AVENUE UA3-315 | CLEVELAND | OH | 44195 | NONE | COMMUNITY OUTREACH | $200,000 | ||||
| CROSSROADS | ||||||||||
| 8TH AVENUE FL 20 | NEW YORK | NY | 10018 | NONE | EDUCATIONAL SUPPORT | $4,500 | ||||
| FRIENDS OF YAD LAKASHIS | ||||||||||
| PO BOX 494 | ENGLEWOOD | NJ | 07631 | NONE | EDUCATIONAL SUPPORT | $3,500 | ||||
| FUCHS MIZRACHI | ||||||||||
| 26600 SHAKER BOULEVARD | BEACHWOOD | OH | 44122 | NONE | EDUCATIONAL SUPPORT | $13,574 | ||||
| GREEN ROAD SYNAGOGUE | ||||||||||
| 2437 SHAKER BOULEVARD | BEACHWOOD | OH | 44122 | NONE | COMMUNITY OUTREACH | $3,049,496 | ||||
| HEBREW ACADEMY OF CLEVELAND | ||||||||||
| 1860 TAYLOR RD | CLEVELAND HTS | OH | 44118 | NONE | EDUCATIONAL SUPPORT | $4,180 | ||||
| KOL HANEARIM INC | ||||||||||
| 220 WEST 26TH STREET APT 604 | NEW YORK | NY | 10001 | NONE | EDUCATIONAL SUPPORT | $1,000 | ||||
| MIDRESHET DARKAYNU | ||||||||||
| 49 W 45TH STREET SUITE 701 | NEW YORK | NY | 40036 | NONE | EDUCATIONAL SUPPORT | $1,000 | ||||
| OU-JLIC | ||||||||||
| 11 BROADWAY | NEW YORK | NY | 10004 | NONE | EDUCATIONAL SUPPORT | $10,000 | ||||
| PEF ISRAEL ENDOWMENT FUND | ||||||||||
| 630 THIRD AVENUE STE 1501 | NEW YORK | NY | 10017 | NONE | COMMUNITY OUTREACH | $13,500 | ||||
| SAINT MARTIN DE PORRES HIGH SCHOOL | ||||||||||
| 6202 ST CLAIR AVENUE | CLEVELAND | OH | 44103 | NONE | EDUCATIONAL SUPPORT | $5,000 | ||||
| SESAME STREET | ||||||||||
| 1900 BROADWAY AVENUE | NEW YORK | NY | 10023 | NONE | EDUCATIONAL SUPPORT | $10,000 | ||||
| SHELTERS FOR ISRAEL | ||||||||||
| PO BOX 17324 | BEVERLY HILLS | CA | 90209 | NONE | COMMUNITY OUTREACH | $1,500 | ||||
| STANDING TOGETHER | ||||||||||
| 20 FLORENCE STREET | GREAT NECKS | NY | 11023 | NONE | COMMUNITY OUTREACH | $2,500 | ||||
| THE NEW SCHOOL | ||||||||||
| 79 FIFTH AVENUE 17TH FLOOR | NEW YORK | NY | 10003 | NONE | EDUCATIONAL SUPPORT | $80,000 | ||||
| THE WASHINGTON INSTITUTE FOR NEAR EAST POLICY | ||||||||||
| 1111 19TH STREET NW SUITE 500 | WASHINGTON | DC | 20036 | NONE | COMMUNITY OUTREACH | $25,000 | ||||
| CAMP KOBY | ||||||||||
| 36 PEARSALL AVENUE SUITE 1 | CEDARHURST | NY | 11516 | NONE | EDUCATIONAL SUPPORT | $4,500 | ||||
| CLEVELAND INSTITUTE OF ART | ||||||||||
| 11610 EUCLID AVENUE | CEDARHURST | OH | 44106 | NONE | EDUCATIONAL SUPPORT | $2,500 | ||||
| FRIENDS OF ISRAEL DEFENSE FORCES | ||||||||||
| POP BOX 999 | WALLED LAKE | MI | 48390 | NONE | COMMUNITY OUTREACH | $30,000 | ||||
| FRIENDS OF YAD SARAH INC | ||||||||||
| 455 PARK AVENUE SUITE 1702 | NEW YORK | NY | 10022 | NONE | EDUCATIONAL SUPPORT | $5,000 | ||||
| HILLEL FOUNDATION | ||||||||||
| 11303 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | EDUCATIONAL SUPPORT | $5,000 | ||||
| JEWISH EDUCATION CENTER | ||||||||||
| 2030 SOUTH TAYLOR ROAD | CLEVELAND HEIGHTS | OH | 44118 | NONE | EDUCATIONAL SUPPORT | $3,000 | ||||
| JEWISH FAMILY EXPERIENCE | ||||||||||
| 23980 CHAGRIN BLVD SUITE 100 | BEACHWOOD | OH | 44122 | NONE | COMMUNITY OUTREACH | $1,800 | ||||
| JEWISH NATIONAL FUND | ||||||||||
| 60 REVERE DRIVE SUITE 725 | NORTHBROOK | IL | 60062 | NONE | COMMUNITY OUTREACH | $10,000 | ||||
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||||
| 611 OAK TREE BLVD SUITE 139 | INDEPENDENCE | OH | 44131 | NONE | CANCER RESEARCH | $500 | ||||
| MEDWORKS | ||||||||||
| 1950 RICHMOND ROAD TR 205 | LYNDHURST | OH | 44124 | NONE | COMMUNITY OUTREACH | $7,500 | ||||
| NEEMAN FOUNDATION | ||||||||||
| 18 HAZELTON ROAD | NEWTON | MA | 02459 | NONE | COMMUNITY OUTREACH | $3,500 | ||||
| NEW YORK UNIVERSITY- BRONFMAN CENTER | ||||||||||
| 25 W 4TH STREET ROOM 405 | NEW YORK | NY | 10012 | NONE | EDUCATIONAL SUPPORT | $47,500 | ||||
| PJ LIBRARY | ||||||||||
| 67 HUNT STREET SUITE 100 | AGAWAM | MA | 01001 | NONE | EDUCATIONAL SUPPORT | $1,500 | ||||
| PALM BEACH SYNAGOGUE | ||||||||||
| 120 NORTH COUNTY ROAD | PALM BEACH | FL | 33480 | NONE | COMMUNITY OUTREACH | $1,450 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,675,500 | 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 | $29 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48,601 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$12,000,881 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$11,952,251 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$11,952,251 | 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 | $19,300 | Amt |
| Net Investment Income | $9,650 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $9,650 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $9,650 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | KEYBANK BONDS | BondNm |
| EOY Book Value | $343,872 | EOYBookValueAmt |
| EOYFMV | $363,051 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | KEYBANK STOCK | StockNm |
| EOY Book Value | $432,082 | EOYBookValueAmt |
| EOYFMV | $1,268,203 | 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 | $254 | $254 | $254 | $0 |
| EXCISE TAX | $45,000 | $0 | $0 | $45,000 |
| STATE OF OHIO FEES | $200 | $0 | $0 | $200 |
| FILING FEE | $104 | $0 | $0 | $104 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN BOOK VALUE OF ASSET | Desc |
| Amt | $1,030,050 | Amt |
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 | $83,625 | $41,812 | $41,812 | $41,813 |
| INVESTMENT FEES | $15,421 | $15,421 | $15,421 | $0 |