WESLEY FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WESLEY FAMILY FOUNDATION (EIN 47-2560651)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-06
- IRS object ID
- 201903109349100410
- Schema version
- 2018v3.1
- 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
- Schedule B
- Accounting Fees Schedule
- Applied To Prior Year Election
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-06T08:41:11-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 PUBLIC SQUARE 19TH FLOOR | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472560651 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WESLEY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WESL | BusinessNameControlTxt |
| Phone | 4403146325 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30100 CHAGRIN BLVD NO 301 | AddressLine1Txt |
| City | PEPPER PIKE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44124 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH O WESLEY | PersonNm |
| Person Title | PRESIDENT/DIRECTOR | PersonTitleTxt |
| Phone | 4403146325 | PhoneNum |
| Signature | 2019-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID KERNER | PreparerPersonNm |
| PTIN | P00639778 | PTIN |
| Phone | 2168753000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 155.201.47.140 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-06 | IPDt |
| IP Tm | 08:39:33 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C1F3D843037C34191E5A6582FD69AA90E08624A6 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,043,325 | 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 | $804,454 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $128,311 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $128,240 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $397,965 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,607,229 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $397,965 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,330,730 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $526,205 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | 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 | $9,980 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $9,980 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $18,198 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,198 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $20,502 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $20,502 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $48,680 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,700 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,980 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $311,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $311,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $359,680 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,700 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $320,980 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $971,050 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $487,505 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $28,760 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $23,615 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $23,615 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,273,538 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,037,502 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,019,710 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,302,298 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,061,117 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,043,325 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $5,000,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,000,000 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $302,298 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,061,117 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,302,298 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,061,117 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,302,298 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,061,117 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,302,298 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $971,050 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,273,348 | SubtotalAmt |
| Other Decreases | $212,231 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,061,117 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 2018 BAIRD STATEMENT #9517 | P | 2018-01-01 | 2018-12-31 | $401,464 | $405,738 | -$4,274 | -$4,274 |
| 2018 BAIRD STATEMENT #9517 | P | 2018-01-01 | 2018-12-31 | $246,722 | $225,128 | $21,594 | $21,594 |
| 2018 BAIRD STATEMENT #0050 | P | 2018-01-01 | 2018-12-31 | $1,029 | $18,105 | -$17,076 | -$17,076 |
| 2018 BAIRD STATEMENT #1676 | P | 2018-01-01 | 2018-12-31 | $25,000 | $25,000 | $0 | $0 |
| 2018 BAIRD STATEMENT #1676 | P | 2018-01-01 | 2018-12-31 | $58,797 | $60,167 | -$1,370 | -$1,370 |
| 2018 BAIRD STATEMENT #0350 | P | 2018-01-01 | 2018-12-31 | $372,455 | $134,171 | $238,284 | $238,284 |
| 2018 BAIRD STATEMENT #6936 | P | 2018-01-01 | 2018-12-31 | $122,863 | $123,051 | -$188 | -$188 |
| 2018 BAIRD STATEMENT #6936 | P | 2018-01-01 | 2018-12-31 | $240,882 | $183,563 | $57,319 | $57,319 |
| 2018 BAIRD STATEMENT #1830 | P | 2018-01-01 | 2018-12-31 | $2,632 | $2,687 | -$55 | -$55 |
| 2018 BAIRD STATEMENT #1830 | P | 2018-01-01 | 2018-12-31 | $33,376 | $31,654 | $1,722 | $1,722 |
| CAPITAL GAIN DISTRIBUTIONS | P | $102,009 | $102,009 | $102,009 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $397,965 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (1) | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,750 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,750 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,750 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,720 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,800 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $12,520 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,770 | OverpaymentAmt |
| Applied To ES Tax | $2,770 | 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 | Yes (1) | 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 | JOSEPH WESLEY | IndividualWithBooksNm |
| Phone | 4406884416 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2875 CHAGRIN RIVER ROAD | AddressLine1Txt |
| City | GATES MILLS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44022 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| JOSEPH O WESLEY | ||||||||
| 2875 CHAGRIN RIVER ROAD | GATES MILLS | OH | 44022 | PRESIDENT / DIRECTOR | 1.00 | $0 | $0 | $0 |
| KIMBERLY A WESLEY | ||||||||
| 2875 CHAGRIN RIVER ROAD | GATES MILLS | OH | 44022 | VICE PRESIDENT / DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHELLE R WESLEY | ||||||||
| 74 MAY CT | CHAGRIN FALLS | OH | 44022 | SECRETARY / 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $5,971,118 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $22,743 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,993,861 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,993,861 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $89,908 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,903,953 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $295,198 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $295,198 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,750 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,750 | TotalTaxAmt |
| Distributable Before Adj | $285,448 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $285,448 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $285,448 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $320,980 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $320,980 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $320,980 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $285,448 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $252,092 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $320,980 | QualifyingDistributionsAmt |
| Applied To Year1 | $252,092 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $68,888 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $216,560 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOSEPH O WESLEY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AKRON SNOW ANGELS | |||||||
| P O BOX 107 | CUYAHOGA FALLS | OH | 44222 | PUBLIC CHARITY | PC | GENERAL SUPPORT | $1,000 |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | |||||||
| 120 WALL STREET 29 FLOOR | NEW YORK | NY | 10005 | PUBLIC CHARITY | PC | GENERAL SUPPORT | $25,000 |
| CATHOLIC CHARITIES OF CLEVELAND | |||||||
| 1404 EAST NINTH ST | CLEVELAND | OH | 44114 | PUBLIC CHARITY | PC | GENERAL SUPPORT | $40,000 |
| CLEVELAND ORCHESTRA | |||||||
| SEVERANCE HALL 11001 EUCLID AVE | CLEVELAND | OH | 44106 | PUBLIC CHARITY | PC | GENERAL SUPPORT | $25,000 |
| COACH SAM'S INNER CIRCLE FOUNDATION | |||||||
| 23715 MERCANTILE ROAD 217A | BEACHWOOD | OH | 44122 | PUBLIC CHARITY | PC | GENERAL SUPPORT | $40,000 |
| GILMOUR ACADEMY | |||||||
| 34001 CEDAR ROAD | GATES MILLS | OH | 44040 | PUBLIC CHARITY | PC | GENERAL SUPPORT | $100,000 |
| MUSIC UNITES | |||||||
| 24 PHEASANT RUN | OLD TAPPAN | NJ | 07675 | PUBLIC CHARITY | PC | GENERAL SUPPORT | $25,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | PULBLIC CHARITY | PC | GENERAL SUPPORT | $15,000 |
| TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATON ISLAND | NY | 10306 | PUBLIC CHARITY | PC | GENERAL SUPPORT | $20,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT ROAD | JACKSONVILLE | FL | 32256 | PUBLIC CHARITY | PC | GENERAL SUPPORT | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $311,000 | 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 | $20,693 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $107,618 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 03 | ExclusionCd |
| Exclusion | $397,965 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $526,276 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $526,276 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JOSEPH O WESLEY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2875 CHAGRIN RIVER ROAD | AddressLine1Txt |
| City | GATES MILLS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $804,454 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (14 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 210 SHS AMDOCS LTD | $12,234 | 2018-12-28 |
| 1 | 260 SHS BOOZ ALLEN HAMILTON HOLDING CORP | $11,701 | 2018-12-31 |
| 1 | 25 SHS CABLE ONE INC | $20,253 | 2018-12-28 |
| 1 | 110 SHS COLUMBIA SPORTWEAR COMPANY | $9,293 | 2018-12-28 |
| 1 | 135 SHS DIAMONDBACK ENERGY INC | $12,394 | 2018-12-28 |
| 1 | 195 SHS FLIR SYSTEMS INC | $8,331 | 2018-12-28 |
| 1 | 85 SHS KLA TENCOR CORP | $7,579 | 2018-12-28 |
| 1 | 170 SHS PERKINELMER INC | $13,168 | 2018-12-28 |
| 1 | 90 SHS STERIS PLC USD | $9,421 | 2018-12-28 |
| 1 | 70 SHS TELEFLEX INC | $17,596 | 2018-12-28 |
| 1 | 370 SHS WESTERN ALLIANCE BANCORP | $14,534 | 2018-12-28 |
| 1 | 195 SHS WINTRUST FINANCIAL CORP | $12,735 | 2018-12-28 |
| 1 | 355 SHS ZIONS BANCORPORATION | $14,399 | 2018-12-28 |
| 1 | 17950 SHS T ROWE PRICE INSTL LARGE CAP GROWTH | $640,815 | 2018-12-31 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PWC FEES | CategoryTxt |
| Amt | $9,980 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $9,980 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE WESLEY FOUNDATION WAS UNDISTRIBUTED FOR TAX YEAR 2015 AT THE END OF 2016 BY $2,451. THIS UNDISTRIBUTED AMOUNT WAS PAID DURING 2017 THROUGH QUALIFYING DISTRIBUTIONS. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENT-CORPORATE STOCK | StockNm |
| EOY Book Value | $6,037,502 | EOYBookValueAmt |
| EOYFMV | $6,019,710 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| COST BASIS ADJUSTMENT | $9,217 |
| EXCESS FMV OVER COST OF ASSETS CONTRIBUTED | $203,014 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MANAGEMENT FEES | $18,198 | $18,198 | $0 | $0 |
| MANAGEMENT FEES | $0 | $0 | $0 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH O WESLEY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2875 CHAGRIN RIVER ROAD | AddressLine1Txt |
| City | GATES MILLS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44022 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $3,138 | $3,138 | $0 | $0 |
| TAX PAYMENTS | $17,164 | $17,164 | $0 | $0 |
| OHIO REGISTRATION FEE | $200 | $200 | $0 | $0 |
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