WEISS FAMILY PRIVATE OPERATING FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WEISS FAMILY PRIVATE OPERATING FOUNDATION (EIN 82-2287833)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-11
- IRS object ID
- 202023169349102352
- Schema version
- 2019v5.1
- 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 Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-11T15:53:41-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 28601 CHAGRIN BLVD NO 500 | AddressLine1Txt |
| City | WOODMERE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY WEISS | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2164640540 | PhoneNum |
| Signature | 2020-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH SILVAGGIO CPA | PreparerPersonNm |
| PTIN | P00304380 | PTIN |
| Phone | 2166211180 | PhoneNum |
| Preparation | 2020-11-03 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.166.178.51 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-06 | IPDt |
| IP Tm | 11:59:30 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 20ED5AD6BB356DD4D827F7D40867CAB8505114D6 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,832,075 | 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 | $216 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $216 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $216 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $128,143 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $128,143 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $128,143 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,353,878 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,783,446 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,353,878 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,482,237 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,482,237 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $128,359 | 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 | $27,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,725 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $13,725 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $13,725 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $316,272 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $158,135 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $158,135 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $158,137 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,281 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $481 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $481 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,800 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $355,003 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $172,341 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $172,341 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $182,662 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,311,168 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,311,168 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,666,171 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $172,341 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $172,341 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,493,830 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,183,934 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,309,896 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,432 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $20,073 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $90,514 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $90,514 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $23,564,468 | CorporateStockBOYAmt |
| Corporate Stock EOY | $22,130,295 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,449,785 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,014,619 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,259,849 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,291,776 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $50,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $25,664,592 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,480,658 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,832,075 | 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 | $267,650 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,916,284 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,664,592 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,480,658 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,664,592 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,480,658 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,664,592 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,183,934 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $23,480,658 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $23,480,658 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| KEYBANK | P | 2019-06-30 | 2019-12-31 | $78,074 | $94,694 | -$16,620 | -$16,620 |
| KEYBANK | P | 2018-06-30 | 2019-12-31 | $3,705,372 | $2,334,874 | $1,370,498 | $1,370,498 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,353,878 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$16,620 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $236,401 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,727,081 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050010 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $98 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.000000 | DistributionYr2Rt |
| Total Distribution | 0.050010 | TotalDistributionRt |
| Average Distribution | 0.025005 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $18,433,427 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $460,928 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $13,099 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $474,027 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,493,830 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $13,099 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,099 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,099 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $25,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $381 | EsPenaltyAmt |
| Overpayment | $11,520 | OverpaymentAmt |
| Applied To ES Tax | $11,520 | 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 |
| Individual With Books | MARY KAY INCANDELA | IndividualWithBooksNm |
| Phone | 2164640540 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28601 CHAGRIN BLVD 500 | AddressLine1Txt |
| City | WOODMERE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | 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 | ||||||||
| 28601 CHAGRIN BLVD 500 | WOODMERE | OH | 44122 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MORRY WEISS | ||||||||
| 28601 CHAGRIN BLVD 500 | WOODMERE | OH | 44122 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JEFFREY WEISS | ||||||||
| 28601 CHAGRIN BLVD 500 | WOODMERE | OH | 44122 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GARY WEISS | ||||||||
| 28601 CHAGRIN BLVD 500 | WOODMERE | OH | 44122 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ELIE WEISS | ||||||||
| 28601 CHAGRIN BLVD 500 | WOODMERE | OH | 44122 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARY KAY INCANDELA | ||||||||
| 28601 CHAGRIN BLVD 500 | WOODMERE | OH | 44122 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| JUDITH STONE WEISS | ||||||||
| 28601 CHAGRIN BLVD 500 | WOODMERE | OH | 44122 | 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 | 28601 CHAGRIN BLVD 500 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | MANAGEMENT FEES | ServiceTypeTxt |
| Compensation | $293,197 | 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 | $3,311,168 | 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 | $18,651,129 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $63,010 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,714,139 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,714,139 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $280,712 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,433,427 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $921,671 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $921,671 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,099 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,099 | TotalTaxAmt |
| Distributable Before Adj | $908,572 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $908,572 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $908,572 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,493,830 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,493,830 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $13,099 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,480,731 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $908,572 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $10,123 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,123 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,493,830 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $908,572 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,585,258 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,595,381 | 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 | $2,595,381 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $10,123 | ExcessFromYear1Amt |
| Excess From Current Year | $2,585,258 | 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 | 28601 CHAGRIN BLVD 500 | AddressLine1Txt |
| City | WOODMERE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | 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 (37 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 | $6,500 | ||||
| ALEH | ||||||||||
| NONE | COMMUNITY OUTREACH | $2,000 | 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 | $2,500 | ||||
| AMERICAN FRIENDS OF YESHIVAT KOL TZOFAVICH | ||||||||||
| 46 LYMAN STREET | SHAKER HEIGHTS | OH | 44122 | NONE | EDUCATIONAL SUPPORT | $160,000 | ||||
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||||||
| PO BOX 21615 | NEW YORK | NY | 10087 | NONE | EDUCATIONAL SUPPORT | $2,500 | ||||
| B'NEI AKIVA NATIONAL | ||||||||||
| 4520 8TH AVENUE 15TH FLOOR | NEW YORK | NY | 10018 | NONE | EDUCATIONAL SUPPORT | $15,000 | ||||
| B'NEI AKIVA OF US AND CANADA | ||||||||||
| 4520 8TH AVENUE 15TH FLOOR | NEW YORK | NY | 10018 | NONE | EDUCATIONAL SUPPORT | $2,000 | ||||
| CENTRAL FUND OF ISRAEL | ||||||||||
| 980 6TH AVENUE | NEW YORK | NY | 10018 | NONE | COMMUNITY OUTREACH | $10,000 | ||||
| FUCHS MIZRACHI | ||||||||||
| 26600 SHAKER BOULEVARD | BEACHWOOD | OH | 44122 | NONE | EDUCATIONAL SUPPORT | $32,500 | ||||
| GREEN ROAD SYNAGOGUE | ||||||||||
| 2437 SHAKER BOULEVARD | BEACHWOOD | OH | 44122 | NONE | COMMUNITY OUTREACH | $2,380,670 | ||||
| JEWISH FEDERATION OF CLEVELAND | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | NONE | COMMUNITY OUTREACH | $5,700 | ||||
| JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY | ||||||||||
| 9901 DONNA KLEIN BLVD | BOCA RATON | FL | 33428 | NONE | COMMUNITY OUTREACH | $5,018 | ||||
| KOL HANEARIM INC | ||||||||||
| 220 WEST 26TH STREET APT 604 | NEW YORK | NY | 10001 | NONE | EDUCATIONAL SUPPORT | $6,500 | ||||
| SHEATUFIM | ||||||||||
| NONE | COMMUNITY OUTREACH | $100,000 | HAOEDEM ST PO BOX 3225 | BEIT YEHOSHUA | IS | 40591 | ||||
| CAMP STONE | ||||||||||
| 2463 S GREEN | BEACHWOOD | OH | 44122 | NONE | EDUCATIONAL SUPPORT | $35,000 | ||||
| CHABAD OF PALM BEACH GARDENS | ||||||||||
| 6100 PGA BOULEVARD | PALM BEACH GARDENS | FL | 33418 | NONE | COMMUNITY OUTREACH | $2,500 | ||||
| CHAI LIFELINE | ||||||||||
| 106 CLIFTON AVENUE | LAKEWOOD | NJ | 08701 | NONE | EDUCATIONAL SUPPORT | $1,000 | ||||
| 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 | $6,500 | ||||
| EFRAT DEVELOPMENT | ||||||||||
| NONE | COMMUNITY OUTREACH | $20,000 | 24 HEBRON RD | JERUSALEM | IS | 91087 | ||||
| FRIENDS OF YAD LAKASHIS | ||||||||||
| PO BOX 494 | ENGLEWOOD | NJ | 07631 | NONE | EDUCATIONAL SUPPORT | $3,000 | ||||
| HEBREW ACADEMY OF CLEVELAND | ||||||||||
| 1860 TAYLOR RD | CLEVELAND HTS | OH | 44118 | NONE | EDUCATIONAL SUPPORT | $13,680 | ||||
| MANDEL JCC | ||||||||||
| 26001 SOUTH WOODLAND | BEACHWOOD | OH | 44122 | NONE | COMMUNITY OUTREACH | $2,500 | ||||
| MIDRESHET DARKAYNU | ||||||||||
| 49 W 45TH STREET SUITE 701 | NEW YORK | NY | 40036 | NONE | EDUCATIONAL SUPPORT | $2,500 | ||||
| ONE FAMILY US | ||||||||||
| 1029 TEANECK ROAD SUITE 3B | TEANECK | NJ | 07666 | 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 | $18,600 | ||||
| SAINT MARTIN DE PORRES HIGH SCHOOL | ||||||||||
| 6202 ST CLAIR AVENUE | CLEVELAND | OH | 44103 | NONE | EDUCATIONAL SUPPORT | $10,000 | ||||
| SESAME STREET | ||||||||||
| 1900 BROADWAY AVENUE | NEW YORK | NY | 10023 | NONE | EDUCATIONAL SUPPORT | $40,000 | ||||
| STANDING TOGETHER | ||||||||||
| 20 FLORENCE STREET | GREAT NECKS | NY | 11023 | NONE | COMMUNITY OUTREACH | $8,000 | ||||
| THE CLEVELAND MUSEUM OF ART | ||||||||||
| 11150 EAST BOULEVARD | CLEVELAND | OH | 44106 | NONE | EDUCATIONAL SUPPORT | $10,000 | ||||
| THE CLEVELAND ORCHESTRA | ||||||||||
| 11001 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | EDUCATIONAL SUPPORT | $115,000 | ||||
| THE NEW SCHOOL | ||||||||||
| 79 FIFTH AVENUE 17TH FLOOR | NEW YORK | NY | 10003 | NONE | EDUCATIONAL SUPPORT | $60,000 | ||||
| WESTLAKE WORLD PARTNERS | ||||||||||
| PO BOX 45512 | WESTLAKE | OH | 44145 | NONE | EDUCATIONAL SUPPORT | $5,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,311,168 | 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 | $216 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $128,143 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,353,878 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,482,237 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,482,237 | 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 | $27,450 | Amt |
| Net Investment Income | $13,725 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $13,725 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $13,725 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | KEYBANK BONDS | BondNm |
| EOY Book Value | $1,259,849 | EOYBookValueAmt |
| EOYFMV | $1,291,776 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PARTY CITY STOCK | $20,459,000 | $4,797,000 |
| KEYBANK STOCK | $1,671,295 | $3,652,785 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK CHARGES | $315 | $315 | $315 | $0 |
| EXCISE TAX | $10,496 | $0 | $0 | $10,496 |
| STATE OF OHIO FEES | $200 | $0 | $0 | $200 |
| FOREIGN TAXES | $166 | $166 | $166 | $0 |
| FILING FEE | $104 | $0 | $0 | $104 |
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 | $293,197 | $146,598 | $146,598 | $146,599 |
| INVESTMENT FEES | $23,075 | $11,537 | $11,537 | $11,538 |