THE JAMES WEILAND FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
THE JAMES WEILAND FAMILY FOUNDATION (EIN 20-1413988)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-12
IRS object ID
201943169349101194
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-11-12T12:14:00-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN264007533PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1THE ROBERT HALLIDAY CO LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line131320 SOLON ROAD SUITE 19AddressLine1Txt
CitySOLONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44139ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201413988EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE JFW FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJFWFBusinessNameControlTxt
Phone4402485202PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line130126 ST IVESAddressLine1Txt
CityWESTLAKECityNm
State AbbreviationOHStateAbbreviationCd
ZIP44145ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES F WEILANDPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2169316340PhoneNum
Signature2019-10-20SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT S HALLIDAYPreparerPersonNm
PTINP00062997PTIN
Phone4402485202PhoneNum
Preparation2019-10-21PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address52.37.240.203IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-12IPDt
IP Tm12:14:00IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id6E9F428E2D34B9033604C478D6A5B33DEF313AE3AtSubmissionCreationDeviceId
At Submission Filing Device IdF51EB149D41A16D6DFEFA1227B1E6E6F7CE9F7F3AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-04-17 16:48:07ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$28,102FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$100,000ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$100,000TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Taxes Rev And Expnss$50TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$50TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$103,400ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$103,400ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$103,450TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$103,400TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,450ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$31,552CashBOYAmt
Cash EOY$28,102CashEOYAmt
Cash EOYFMV$28,102CashEOYFMVAmt
Total Assets BOY$31,552TotalAssetsBOYAmt
Total Assets EOY$28,102TotalAssetsEOYAmt
Total Assets EOYFMV$28,102TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$31,552UnrestrictedBOYAmt
Unrestricted EOY$28,102UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$31,552TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$28,102TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$31,552TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$28,102TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$31,552TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,450ExcessRevenueOverExpensesAmt
Subtotal$28,102SubtotalAmt
Tot Net Ast Or Fund Balances EOY$28,102TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$235,400AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$68,569NetVlNoncharitableAssetsYr1Amt
Distribution Yr13.433038DistributionYr1Rt
Adjusted Qlfy Distri Yr2$179,300AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$142,604NetVlNoncharitableAssetsYr2Amt
Distribution Yr21.257328DistributionYr2Rt
Adjusted Qlfy Distri Yr3$115,350AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$86,137NetVlNoncharitableAssetsYr3Amt
Distribution Yr31.339146DistributionYr3Rt
Adjusted Qlfy Distri Yr4$77,564AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$26,541NetVlNoncharitableAssetsYr4Amt
Distribution Yr42.922422DistributionYr4Rt
Adjusted Qlfy Distri Yr5$37,811AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$28,096NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.345779DistributionYr5Rt
Total Distribution10.297713TotalDistributionRt
Average Distribution2.059543AverageDistributionRt
Net Vl Noncharitable Assets$26,403NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$54,378AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$54,378AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$103,400QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JAMES F WEILANDBusinessNameLine1Txt
Business Name Line2THE JFW FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Phone2165240900PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line130126 ST IVESAddressLine1Txt
Address Line230126 ST IVESAddressLine2Txt
CityWESTLAKECityNm
State AbbreviationOHStateAbbreviationCd
ZIP44145ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMES F WEILAND
30126 ST IVES30126 ST IVESWESTLAKEOH44145PRESIDENT000.00$0$0$0
FREDERICK N WIDEN
1660 WEST SECOND STREET STE 11001660 WEST SECOND STREET STE 1100CLEVELANDOH441141583TRUSTEE000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$26,805AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$26,805TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$26,805AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$402CashDeemedCharitableAmt
Net Vl Noncharitable Assets$26,403NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,320MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,320MinimumInvestmentReturnAmt
Distributable Before Adj$1,320DistributableBeforeAdjAmt
Distributable Before Ded$1,320DistributableBeforeDedAmt
Distributable As Adjusted$1,320DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$103,400ExpensesAndContributionsAmt
Qualifying Distributions$103,400QualifyingDistributionsAmt
Adjusted Qualifying Distri$103,400AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,320DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$36,406ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$76,237ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$111,043ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$172,170ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$231,972ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$627,828TotalExcessDistributionCyovAmt
Qualifying Distributions$103,400QualifyingDistributionsAmt
Applied To Current Year$1,320AppliedToCurrentYearAmt
Remaining Distri From Corpus$102,080RemainingDistriFromCorpusAmt
Total Corpus$729,908TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$36,406ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$693,502ExcessDistriCyovToNextYrAmt
Excess From Year4$76,237ExcessFromYear4Amt
Excess From Year3$111,043ExcessFromYear3Amt
Excess From Year2$172,170ExcessFromYear2Amt
Excess From Year1$231,972ExcessFromYear1Amt
Excess From Current Year$102,080ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
WOMEN FOR WOMEN INTERNATIONAL
WOMEN FOR WOMEN INTERNATIONAL4455 CONNECTICUT AVE NW4455 CONNECTICUT AVE NWWASHINGTONDC20008NONEPUBLIC CHARIDONEE'S STATED PURPOSE$1,200
HUMANE SOCIETY CLEVELAND
HUMANE SOCIETY CLEVELAND1729 WILLEY AVE1729 WILLEY AVECLEVELANDOH44113NONEPUB CHARITYDONEE'S STATED PURPOSE$11,200
PLAYHOUSE SQUARE FOUNDATION
PLAYHOUSE SQUARE FOUNDATION1501 EUCLID AVENUE1501 EUCLID AVENUECLEVELANDOH44115NONEPUB CHARITYDONEE'S STATED PURPOSE$5,000
CHOICESS
CHOICESS348 E FOOTHILL BLVD348 FOOTHILL BLVDARCADIACA91006NONEPUB CHARITYDONEE'S STATED PURPOSE$5,000
PETA
PETA501 FRONT STREET501 FRONT STREETNORFOLKVA23510NONEPUB CHARITYDONEE'S STATED PURPOSE$40,000
FARM SANCTUARY
FARM SANCTUARY5623 NEW MILFORD RD5623 NEW MILFORD RDRAVENNAOH44266NONEPUB CHARITYDONEE'S STATED PURPOSE$10,000
LAKEVIEW CEMETERY FOUNDATION
LAKEVIEW CEMETERY FOUNDATION12316 EUCLID AVENUE12316 EUCLID AVENUECLEVELANDOH441064393NONEPUB CHARITYDONEE'S STATED PURPOSE$1,000
SAINT RAPHAEL PARISH
SAINT RAPHAEL PARISH525 DOVER CENTER RD525 DOVER CENTER RDBAY VILLAGEOH44140NONEPUB CHARITYDONEE'S STATED PURPOSE$5,000
DEFENDERS OF WILDLIFE
DEFENDERS OF WILDLIFE1130 17TH STREET1130 17TH STREETWASHINGTONDC20036NONEPUB CHARITYDONEE'S STATED PURPOSE$15,000
NE OHIO SPCA
NE OHIO SPCA9555 BROOKPARK RD9555 BROOKPARK ROADPARMAOH44129NONEPUB CHARITYDONEE'S STATED PURPOSE$5,000
CLEVELAND ANIMAL PROTECTIVE LEAGUE
CLEVELAND ANIMAL PROTECTIVE LEAGUE1729 WILLEY AVE1729 WILLEY AVECLEVELANDOH44113NONEPUB CHARITYDONEE'S STATED PURPOSE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$103,400TotalGrantOrContriPdDurYrAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1FRANCIS DAVID CORPORATIONBusinessNameLine1Txt
Business Name Line2ELECTRONIC MERCHANT SYSTEMSBusinessNameLine2Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1250 WEST HURON RD SUITE 400AddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44113ZIPCd
FieldValueIRS element (for citing)
Total Contributions$100,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryOHIO TREASURER OF STATECategoryTxt
Amt$50Amt

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