CLARA WEISS FUND WEISS DAVID C ET AL TTEE: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
CLARA WEISS FUND WEISS DAVID C ET AL TTEE (EIN 34-6556158)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-04-08
IRS object ID
201930989349100703
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)
Return2019-04-08T01:40:51-00:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Yarwood Accounting IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1113 E Homestead StAddressLine1Txt
CityMedinaCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44256ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN346556158EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Clara Weiss FundBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCLARBusinessNameControlTxt
Phone3304215974PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18161 Lake RoadAddressLine1Txt
CitySevilleCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44273ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLizbeth W KohlerPersonNm
Person TitleAdmin AsstPersonTitleTxt
Signature2019-04-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLaura A WalterPreparerPersonNm
Phone3309522221PhoneNum
Preparation2019-04-08PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address24.101.68.35IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-04-08IPDt
IP Tm12:23:15IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id0B42003C8ECEB0FC96F63EFFBCDA3C0DB6AAE505AtSubmissionCreationDeviceId
At Submission Filing Device Id0B42003C8ECEB0FC96F63EFFBCDA3C0DB6AAE505AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,399,033FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$50,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$13,525InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$13,525InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$13,525InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$235,202DividendsRevAndExpnssAmt
Dividends Net Invst Incm$235,202DividendsNetInvstIncmAmt
Dividends Adj Net Incm$235,202DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$90,411NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$175,164GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$90,411CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,212OtherIncomeRevAndExpnssAmt
Other Income Adj Net Incm$1,212OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$390,350TotalRevAndExpnssAmt
Total Net Invst Incm$339,138TotalNetInvstIncmAmt
Total Adj Net Incm$249,939TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$12,900CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$3,475AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$3,919TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$2,226OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$22,520TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$388,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$388,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$410,520TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$388,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$20,170ExcessRevenueOverExpensesAmt
Net Investment Income$339,138NetInvestmentIncomeAmt
Adjusted Net Income$249,939AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$103CashBOYAmt
Cash EOY$103CashEOYAmt
Cash EOYFMV$103CashEOYFMVAmt
Sav And Temp Cash Invst BOY$98,941SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$22,866SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$22,866SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,358,770CorporateStockBOYAmt
Corporate Stock EOY$3,472,836CorporateStockEOYAmt
Corporate Stock EOYFMV$5,376,064CorporateStockEOYFMVAmt
Corporate Bonds BOY$53,688CorporateBondsBOYAmt
Land Bldg Equip Cost Or Other Bss$1,232LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,232LandBldgEquipAccumDeprecAmt
Total Assets BOY$3,511,502TotalAssetsBOYAmt
Total Assets EOY$3,495,805TotalAssetsEOYAmt
Total Assets EOYFMV$5,399,033TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$3,511,502RetainedEarningBOYAmt
Retained Earning EOY$3,495,805RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,511,502TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,495,805TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,511,502TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,495,805TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,511,502TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$20,170ExcessRevenueOverExpensesAmt
Other Increases$4,473OtherIncreasesAmt
Subtotal$3,495,805SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,495,805TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
VECTREN CORPP2012-11-142018-06-19$141,076$56,668$84,408$84,408
EVERGY INCP2000-12-292018-06-05$5$5
EVERGY INCP2000-12-292018-11-08$34,083$28,080$6,003$6,003
FieldValueIRS element (for citing)
Capital Gain Net Income$90,411CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$333,190AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$5,981,262NetVlNoncharitableAssetsYr1Amt
Distribution Yr1000.055706DistributionYr1Rt
Adjusted Qlfy Distri Yr2$346,776AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$5,748,184NetVlNoncharitableAssetsYr2Amt
Distribution Yr2000.060328DistributionYr2Rt
Adjusted Qlfy Distri Yr3$333,171AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$5,684,511NetVlNoncharitableAssetsYr3Amt
Distribution Yr3000.058610DistributionYr3Rt
Adjusted Qlfy Distri Yr4$383,375AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$5,110,986NetVlNoncharitableAssetsYr4Amt
Distribution Yr4000.075010DistributionYr4Rt
Adjusted Qlfy Distri Yr5$56,800AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$4,804,086NetVlNoncharitableAssetsYr5Amt
Distribution Yr5000.011823DistributionYr5Rt
Total Distribution000.261477TotalDistributionRt
Average Distribution000.052295AverageDistributionRt
Net Vl Noncharitable Assets$5,867,569NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$306,845AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$3,391NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$310,236AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$388,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$3,391InvestmentIncomeExciseTaxAmt
Subtotal$3,391SubtotalAmt
Tax Based On Investment Income$3,391TaxBasedOnInvestmentIncomeAmt
Es Penalty$142EsPenaltyAmt
Tax Due$3,533TaxDueAmt

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 ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksLizbeth Weiss KohlerIndividualWithBooksNm
Phone3304215974PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line18161 Lake RoadAddressLine1Txt
CitySevilleCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44273ZIPCd
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYYes (true)UndistributedIncomePYInd
Undistributed Income PY12014UndistributedIncomePY1Yr
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Lizbeth Weiss Kohler
8161 Lake RoadSevilleOH44273Admin. Asst.003.00$12,900
William A Weiss
1460 Pitcock LaneWinchesterVA22603Part-Time000.50$0
Robert L Weiss Jr
1661 Crescent Place NWWashingtonDC20009Part-Time000.50$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1The sole purpose of the Clara Weiss Fund is to purchase and manage investments to make funding available to disburse as grant funds for non-profit Organizations.Description1Txt
Expenses1$410,520Expenses1Amt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,705,272AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$251,651AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,956,923TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$5,956,923AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$89,354CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,867,569NetVlNoncharitableAssetsAmt
Minimum Investment Return$293,378MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$293,378MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,391TaxBasedOnInvestmentIncomeAmt
Total Tax$3,391TotalTaxAmt
Distributable Before Adj$289,987DistributableBeforeAdjAmt
Distributable Before Ded$289,987DistributableBeforeDedAmt
Distributable As Adjusted$289,987DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$388,000ExpensesAndContributionsAmt
Qualifying Distributions$388,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$3,391PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$384,609AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$289,987DistributableAsAdjustedAmt
Prior Year12014PriorYear1Yr
Prior Year22015PriorYear2Yr
Prior Year32016PriorYear3Yr
Total For Prior Years$47,115TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$6,988ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$64,415ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$41,747ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$113,150TotalExcessDistributionCyovAmt
Qualifying Distributions$388,000QualifyingDistributionsAmt
Applied To Current Year$289,987AppliedToCurrentYearAmt
Remaining Distri From Corpus$98,013RemainingDistriFromCorpusAmt
Total Corpus$211,163TotalCorpusAmt
Prior Year Undistributed Incm$47,115PriorYearUndistributedIncmAmt
Taxable1$47,115Taxable1Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$211,163ExcessDistriCyovToNextYrAmt
Excess From Year3$6,988ExcessFromYear3Amt
Excess From Year2$64,415ExcessFromYear2Amt
Excess From Year1$41,747ExcessFromYear1Amt
Excess From Current Year$98,013ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonLizbeth KohlerRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line18161 Lake RoadAddressLine1Txt
CitySevilleCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44273ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3304215974RecipientPhoneNum
Form And Info And MaterialsNone specifiedFormAndInfoAndMaterialsTxt
Submission DeadlinesNone specifiedSubmissionDeadlinesTxt
Restrictions On AwardsNone specifiedRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (197 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Universal K9
114 Camp K9 RoadPonte VedraFL32081To support non-profit operations-$500
Pretrial Justice Institute
305 Main St 200GaithersburgMD20878To support non-profit operations$50,000
Art Enables
2204 Rhode Island Ave NEWashingtonDC20018To support non-profit operations$2,500
Amherst College
PO Box 5000AmherstMA01002To support non-profit operations$2,000
Bread for the City
1525 Seventh St NWWashingtonDC20001To support non-profit operations$1,000
Cape Cod Chamber Music Festival
PO Box 1934North EasthamMA02651To support non-profit operations$500
Capital Area Food Bank
4900 Puerto Rico Ave NEWashingtonDC20017To support non-profit operations$500
Chesapeake Bay Foundation
PO Box 17447BaltimoreMD212989104To support non-profit operations$2,500
Doctors without Boarders 13-3433452
333 7th AvenueNew YorkNY100015004To support non-profit operations$1,000
Food & Friends
PO Box 98277WashingtonDC200777237To support non-profit operations$10,000
Green Acres School
11701 Danville DrRockvilleMD208523799To support non-profit operations$1,000
4-H Club of Clarke County
101 Chalmers CourtBerryvilleVA22611To support non-profit operations$2,000
American University- WAMU-FM
PO Box 17539BaltimoreMD212971539To support non-profit operations$200
Barns of Rose Hill
POBox 738BerryvilleVA22611To support non-profit operations$5,000
Berryville Main Street
PO Box 372BerryvilleVA22611To support non-profit operations$1,000
Blue Ridge Fire & Rescue Co
PO Box 216BluemontVA20135To support non-profit operations$3,000
Blue Ridge Hospice Inc
333 West Cork St 405WinchesterVA22601To support non-profit operations$2,000
Blue Ridge Studio for the Performing Arts
5 East Main StBerryvilleVA22611To support non-profit operations$800
Blue Ridge Wildlife Center
106 Island Farm LaneBoyceVA22620To support non-profit operations$800
Catholic Charities
200 N Glebe RdArlingtonVA22203To support non-profit operations$2,000
Clarke Co Conservation Easement Auth
101 Chalmers CourtBerryvilleVA22611To support non-profit operations$2,000
Clarke County Historical Association
PO Box 306BerryvilleVA22611To support non-profit operations$200
Clarke Co Humane Foundation
PO Box 713BerryvilleVA22611To support non-profit operations$300
Clarke County Library
101 Chalmers CtBerryvilleVA22611To support non-profit operations$1,500
Colby College
4320 Mayflower HillWatervilleME049019923To support non-profit operations$300
Colorado College
14 East Cache La Poudre StColorado SpringsCO809033298To support non-profit operations$300
Daniel Morgan Intermediate School
48 S Purcell AveWinchesterVA22601To support non-profit operations$3,000
Dickenson College
PO Box 1773CarlislePA17013To support non-profit operations$300
Disabled American Veterans
PO Box 14301CincinnatiOH452500301To support non-profit operations$500
Dr Terry Sinclair Health Clinic
301 N Cameron St Ste 100WinchesterVA22601To support non-profit operations$4,000
Eastern Virginia Med School Foundation
PO Box 5NorfolkVA235010005To support non-profit operations$400
FISH of Clarke County VA
PO Box 1154BerryvilleVA22611To support non-profit operations$3,000
Fort Loudoun Chapter NSDAR
304 East Main StBerryvilleVA22611To support non-profit operations$1,000
Freemont Street Nursery
533 Freemont StWinchesterVA22601To support non-profit operations$2,000
Friends of Woodstock School
PO Box 749780Los AngelesCA900749780To support non-profit operations$1,000
Friends of Woodstock School- Endow Fund
PO Box 749780Los AngelesCA900749780To support non-profit operations$2,000
Grace Episcopal Church of Berryville
PO Box 678BerryvilleVA22611To support non-profit operations$3,000
Habitat for Humanity
Frederick-Clarke IncWinchesterVA22601To support non-profit operations$2,000
Hollins University
PO Box 9629RoanokeVA240209629To support non-profit operations$100
Holy Cross Abbey
901 Cool Spring LaneBerryvilleVA226112700To support non-profit operations$1,000
James Wood High School
161 Apple Pie Ridge RdWinchesterVA22603To support non-profit operations$1,750
John H Enders Fire&Rescue Squad
9 S Buckmarsh StBerryvilleVA22611To support non-profit operations$3,000
Josephine School Community Museum
303 Josephine StBerryvilleVA22611To support non-profit operations$500
Lord Fairfax Soil & Water Conser Dist
722B East Queen StStrasburgVA226572439To support non-profit operations$400
Loudoun Country Day School
20600 Red Cedar DrLeesburgVA20175To support non-profit operations$1,500
Ludhiana Christian Medical College Board
PO Box 1327ColumbiaMO65205To support non-profit operations$1,000
Maryland Public Television
PO Box 13183BaltimoreMD212033183To support non-profit operations$100
Mercersburg Academy
300 East Seminary StMercersburgPA172369989To support non-profit operations$100
National Wildlife Federation
PO Box 1637MerrifieldVA221169894To support non-profit operations$300
Northern Virginia 4-H Ed Center
600 4-H Center DrFront RoyalVA22630To support non-profit operations$1,000
Powhatan School
49 Powhatan LaneBoyceVA22620To support non-profit operations$1,500
Powhatan School Stem Campaign
49 Powhatan LnBoyceVA22620To support non-profit operations$6,000
Proctor Academy
PO Box 389AndoverNH032160389To support non-profit operations$1,000
Proctor Academy Capital Camp
PO Box 389AndoverNH032160389To support non-profit operations$1,000
Project HOPE
255 Carter Hall LnMillwoodVA226460255To support non-profit operations$1,500
Public Broadcasting Service- WETA
PO Box 96100WashingtonDC200777455To support non-profit operations$500
Redbud Run Elementary
250 First Woods DrWinchesterVA22603To support non-profit operations$2,250
Sacred Heart Academy Capital Campaign
110 Keating DriveWinchesterVA22601To support non-profit operations$1,000
Sacred Heart Academy
110 Keating DriveWinchesterVA22601To support non-profit operations$1,000
Smithsonian Conservation Biology Inst
1500 Remount Rd MRC 5530Front RoyalVA22630To support non-profit operations$1,000
Shenandoah Area Agency on Aging
207 Mosby LnFront RoyalVA22630To support non-profit operations$1,000
Shenandoah Valley Discovery Museum
19 West Cork StWinchesterVA22601To support non-profit operations$1,000
St Anges School
400 Fontaine StAlexandriaVA223029912To support non-profit operations$100
The Bethel Memorial Inc
PO Box 809WinchesterVA22604To support non-profit operations$100
The Laurel Center
PO Box 14WinchesterVA22604To support non-profit operations$3,000
The Museum of Shenandoah Valley
901 Amherst StWinchesterVA22601To support non-profit operations$500
The Wooster Fund
1189 Beall AveWoosterOH446912363To support non-profit operations$800
Treasurer of Clarke County
PO Box 537BerryvilleVA22611To support non-profit operations$3,000
Virginia Episcopal School
400 VES RoadLynchburgVA24503To support non-profit operations$300
Westtown School
975 Westtown RdWest ChesterPA19382To support non-profit operations$300
Wildlife Veterinary Care
PO Box 288MillwoodVA22646To support non-profit operations$1,000
Winchester Union Rescue Mission
435 North Cameron StWinchesterVA22601To support non-profit operations$2,000
WMC Foundation
220 Campus Blvd Ste 402AWinchesterVA22601To support non-profit operations$1,000
World Ocean School
PO Box 51091BostonMA02205To support non-profit operations$1,000
Wounded Warrior Project
PO Box 758517TopekaKS66675To support non-profit operations$800
4-H Camp Clifton Inc
2256 Clifton RdYellow SpringsOH45387To support non-profit operations$3,000
Alternative Paths
246 Northland Dr 200MedinaOH44256To support non-profit operations$1,000
American Cancer Society- Medina County
3500 Embassy Parkway Ste 150FairlawnOH44333To support non-profit operations$1,500
American Heart Association- Medina County
3505 Embasy ParkwayAkronOH44333To support non-profit operations$1,250
Applewood Centers Inc
22001 Fairmount BoulevardShaker HeightsOH44118To support non-profit operations$1,250
Arc of Medina County Camp Paradise
4283 Paradise RdSevilleOH44273To support non-profit operations$5,000
Arc of Medina County Resource Center
4283 Paradise RdSevilleOH44273To support non-profit operations$2,500
Ashland Police DivSpecial Response Team
1211 E Main StAshlandOH44805To support non-profit operations$1,000
Brunswick Area Historical Society
4613 Laurel RdBrunswickOH44212To support non-profit operations$500
Brunswick Hills Firemen's AssocRescue
1918 Pearl RdBrunswickOH442123202To support non-profit operations$500
Brunswick Rotary Foundation
PO Box 252BrunswickOH44212To support non-profit operations$1,000
The Caring Corral
420 Parkview DrSheffieldOH44054To support non-profit operations$1,000
Cathy's House
PO Box 811MedinaOH442580811To support non-profit operations$1,500
Community Health Center
725 E Market StAkronOH44305To support non-profit operations$1,000
Central Ohio Diabetes Assoc Camp Hamwi
1100 Dennison AveColumbusOH43201To support non-profit operations$500
Cyctic Fibrosis Fund - Northern Ohio
8001 Sweet Valley Drive Suite 3Valley ViewOH44125To support non-profit operations$1,500
Camp Ho Mita Koda Foundation
14040 Auburn RoadNewburyOH44065To support non-profit operations$2,500
Feeding Medina County
901 Lafayette RdMedinaOH44256To support non-profit operations$1,500
Fieldstone Farm
16497 Snyder RoadChagrin FallsOH44023To support non-profit operations$2,500
Girl Scouts of North East Ohio
1 Girl Scout WayMacedoniaOH44056To support non-profit operations$12,000
Goodwill Industries of Akron Inc
3500 Medina RdMedinaOH44256To support non-profit operations$1,000
Greater Cleveland Fisher House
21886 Seabury AveClevelandOH44126To support non-profit operations$1,000
Habitat for Humanity - Medina County
342 E Smith RdMedinaOH44256To support non-profit operations$3,500
Help Foundation Inc
26900 Euclid AveEuclidOH44132To support non-profit operations$600
Hospice of Medina County
5075 Windfall RdMedinaOH44256To support non-profit operations$1,500
IOSCO Co Habitat for Humanity
PO Box 117Tawas CityMI48764To support non-profit operations$1,000
Junior Achievement of North Central Ohio
PO Box 26006AkronOH44319To support non-profit operations$4,000
Lafayette Township Volunteer Fire Dept
PO Box 15Chippewa LakeOH44215To support non-profit operations$500
Leadership Medina County
39 Public Square Suite 202MedinaOH44256To support non-profit operations$200
Learning for Life
1325 West Walnut Hill LaneIrvingTX750152079To support non-profit operations$500
Medina Co Creative Housing
1120 N HuntingtonMedinaOH44256To support non-profit operations$2,000
Medina County Historical Society
PO Box 306MedinaOH44258To support non-profit operations$1,000
Medina County Parks Districts
6364 Deerview LnMedinaOH44256To support non-profit operations$1,000
Medina County SPCA
8790 Guilford RdSevilleOH44273To support non-profit operations$2,000
Medina City Summer Rein Program
5175 Rustic Hills DrMedinaOH44256To support non-profit operations$1,500
Medina Creative Therapy Ranch
1120 N HuntingtonMedinaOH44256To support non-profit operations$1,000
Medina Hospital
1000 East Washington StMedinaOH442580427To support non-profit operations$2,000
Miami University Fund
725 East Chestnut StOxfordOH450569972To support non-profit operations$100
NRA Foundation
PO Box 1546MerrifieldVA221169851To support non-profit operations$1,000
NRA Special Contribution Fund
PO Box 700RatonNM87740To support non-profit operations$500
Plainfield Township Library
PO Box 247HaleMI48739To support non-profit operations$750
Planned Parenthood
444 West Exchange StAkronOH44302To support non-profit operations$1,500
Project Learn of Medina County
105 W Liberty StreetMedinaOH44256To support non-profit operations$2,000
Shop with a Cop
1211 E Main StAshlandOH44805To support non-profit operations$1,500
Southwest General Hospital
18697 East Bagley RdMiddleburg HtsOH44130To support non-profit operations$1,500
Sunbury Urban Farm
2140 Sunbury RdColumbusOH43219To support non-profit operations$1,000
Valley City Fire & Rescue
PO Box 318Valley cityOH44280To support non-profit operations$1,000
Vocational Guidance Services
2239 East 55th StClevelandOH441034451To support non-profit operations$2,500
Medina County Veterans Memorial Hall
PO Box 1343MedinaOH442561343To support non-profit operations$1,000
Westfield Township Fire and Rescue
8975 N Leroy RoadWestfield CenterOH44251To support non-profit operations$500
Western Reserve Land Conservancy
3850 Chagrin River RoadMoreland HillsOH440221131To support non-profit operations$600
Wadsworth FISH
PO Box 754WadsworthOH44282To support non-profit operations$1,000
SASS Rescue
4450 Storms Creek RdUrbanaOH43078To support non-profit operations$500
Newbridge Veterans Place
222 Redfield StLodiOH44254To support non-profit operations$750
ACLU Foundation
125 Broad St 18th FloorNew YorkNY100042400To support non-profit operations$1,000
Boston University School of Law
PO Box 15716BostonMA02215To support non-profit operations$2,000
Children's Hospital Center 52-1640402
PO Box 91888WashingtonDC200901888To support non-profit operations$1,000
Civil Rights Corp
910 17th St NW Suite 200WashingtonDC20006To support non-profit operations$500
Coast Guard Academy Alumni Assn Inc
47 Mohegan AveNew LondonCT063208111To support non-profit operations$1,000
Colgate University
PO Box 313CanajoharieNY13317To support non-profit operations$5,000
Fine Arts Work Center
24 Pearl StProvincetownMA02657To support non-profit operations$1,000
First Presbyterian Church of Fort Myers
2438 Second StFort MyersFL33901To support non-profit operations$2,500
Glen Helen Education Center
405 Corry StYellow SpringsOH45387To support non-profit operations$1,000
Habitat for Humanity Lee & Henry Counties
1288 North Tamiami TrailNorth Fort MyersFL33903To support non-profit operations$1,000
Miriam's Kitchen
2401 Virginia Ave NWWashingtonDC20037To support non-profit operations$1,000
Planned Parenthood Federation of America
PO Box 97166WashingtonDC20077To support non-profit operations$1,000
Planned Parenthood of Metro DC
PO Box 34128WashingtonDC20043To support non-profit operations$1,000
Provincetown Art Association & Museum
460 Commercial StProvincetownMA02657To support non-profit operations$1,000
Sierra Club Foundation
85 Second St 2nd FloorSan FranciscoCA94105To support non-profit operations$1,000
Smith College
PO Box 340029BostonMA022410429To support non-profit operations$5,000
So Others Might Eat
PO Box 96325WashingtonDC200777091To support non-profit operations$1,000
Southern Poverty Law Center
PO Box 2390MontgomeryAL361022390To support non-profit operations$7,500
The Congregational Church
114 South Dixie HighwayLady LakeFL32159To support non-profit operations$2,500
The Sentencing Project
1705 DeSales St NWWashingtonDC20036To support non-profit operations$1,000
Touchstone Foundation
901 New York Ave NWWashingtonDC20001To support non-profit operations$1,000
Truro Center for the Arts at Castle Hill
PO Box 756TruroMA02666To support non-profit operations$10,000
Union of Concerned Scientists
2 Brattle SqCambridgeMA021383742To support non-profit operations$15,000
United Negro College Fund
PO Box 55040BostonMA022059822To support non-profit operations$1,000
Vassar College
124 Raymond Ave Box 725PoughkeepsieNY126040725To support non-profit operations$2,000
Whitman-Walker Clinic
1701 14th St NWWashingtonDC200094306To support non-profit operations$500
Lake Ridge Academy
37501 Center Ridge RdNorth RidgevilleOH44039To support non-profit operations$5,000
Lake Erie Nature & Science Center
28728 Wolf RdClevelandOH44140To support non-profit operations$9,000
Sweet Briar College
134 Chapel RoadSweet BriarVA24595To support non-profit operations$9,500
Cleveland Museum of Natural History
1 Wade OvalUniversity CircleOH441061767To support non-profit operations$5,000
Skidmore College
815 N BroadwaySaratoga SpringsNY12866To support non-profit operations$1,500
American Kidney Fund
PO Box 1837MerrifieldVA221169743To support non-profit operations$1,000
Achievement Center for Children
Development OfficeHighland HillsOH44128To support non-profit operations$1,500
American Lung Association of NE Ohio
6100 Rockside Woods 260IndependenceOH441312340To support non-profit operations$1,000
American Red Cross
120 West Washington St Suite B-2MedinaOH44256To support non-profit operations$2,000
Arthritis Foundation- NE Ohio
Arbor Court 1SolonOH44139To support non-profit operations$1,000
Beech Brook
3737 Lander RdClevelandOH44124To support non-profit operations$1,000
Bellefairee Child Care Center
22001 Fairmount BlvdShaker HeightsOH44118To support non-profit operations$1,000
City Mission
5310 Carnegie AveClevelandOH441034360To support non-profit operations$1,000
Cleveland Christian Home for Children
11401 Lorain AveClevelandOH44111To support non-profit operations$1,500
Cleveland Sight Center
1909 East 101st StClevelandOH441068696To support non-profit operations$1,000
College of Wooster
1189 Beall AveWoosterOH44691To support non-profit operations$10,000
Cumberland College
College Station Box 6191WilliamsburgKY407699990To support non-profit operations$3,000
United Way of Medina CO
728 E Smith Rd DMedinaOH44256To support non-profit operations$500
Hadley School for the Blind
PO Box 299WinnetkaIL600939986To support non-profit operations$1,000
Hattie Larham Foundation Inc
9772 Diagonal RdMantuaOH442551200To support non-profit operations$1,500
The Leukemia & Lymphoma Society
6111 Oak Tree Blvd Suite 130IndependenceOH44131To support non-profit operations$500
Little City
PO Box 1200PalatineIL600789980To support non-profit operations$500
Little Sisters of the Poor
4291 Richmond RdClevelandOH44122To support non-profit operations$1,000
Lutheran Children's Aid & Family Service
4100 Franklin BlvdClevelandOH441132895To support non-profit operations$1,250
March of Dimes- NE Ohio Chapter
5425 Warner Rd Suite 10ClevelandOH44125To support non-profit operations$500
Multiple Sclerosis Society
6155 Rockside Rd 202IndependenceOH44131To support non-profit operations$1,000
Muscular Dystrophy Assoc of America
7010 Engle Rd 100Middleburg HtsOH44130To support non-profit operations$1,000
National Society to Prevent Blindness
1500 W Third Ave 200ColumbusOH43212To support non-profit operations$1,000
Notre Dame College
4545 College RdClevelandOH441214293To support non-profit operations$1,000
Parmadale Childeren's Village
6753 State RdParmaOH441344596To support non-profit operations$1,500
Rainbow Babies & Children's Hospital
2074 Abington RdClevelandOH44106To support non-profit operations$2,000
Salvation Army
4274 Manhattan CircleBrunswickOH44212To support non-profit operations$2,500
Special Olympics International
1133 19th St NWWashingtonDC20036To support non-profit operations$500
St Joseph's Indian School
1301 N Main StChamberlainSD57326To support non-profit operations$300
St Labre Indian School
Tongue River RoadAshlandMT590041001To support non-profit operations$700
Warren Wilson College
701 Warren Wilson RdSwannanoaNC287782099To support non-profit operations$1,500
Spikes K9 Fund
1706 Morris AveNorfolkVA23509To support non-profit operations$500
St Rita School for the Deaf
1720 Glendale-Milford RdCincinnatiOH45215To support non-profit operations$750
Amnesty International
PO Box 98233WashingtonDC20090To support non-profit operations$1,000
Brady Center to Prevent Gun Violence
840 First St NE Ste 400WashingtonDC20002To support non-profit operations$500
Trout Unlimited
PO Box 7400Woolly BuggerWV254387400To support non-profit operations$500
Truro Conservation Fund
PO Box 327North TruroMA026520327To support non-profit operations$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$388,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Business900099BusinessCd
Related Or Exempt Function Incm$13,525RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Business900099BusinessCd
Related Or Exempt Function Incm$235,202RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business900099BusinessCd
Exclusion18ExclusionCd
Related Or Exempt Function Incm$90,411RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescMisc IncomeDesc
Business900099BusinessCd
Related Or Exempt Function Incm$1,212RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$340,350RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$340,350TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3Income is used to purchase/manage investments to make funding available to disburse grant funds to non-profit Organizations.
4Income is used to purchase/manage investments to make funding available to disburse grant funds to non-profit Organizations.
8Income is used to purchase/manage investments to make funding available to disburse grant funds to non-profit Organizations.
11bIncome is used to purchase/manage investments to make funding available to disburse grant funds to non-profit Organizations.

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 PersonRobert L Weiss JrContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11661 Crescent Place NW Apt 205AddressLine1Txt
CityWashingtonCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20009ZIPCd
FieldValueIRS element (for citing)
Total Contributions$50,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting feesCategoryTxt
Amt$3,475Amt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

FieldValueIRS element (for citing)
PropertyComputerPropertyDesc
Acquired2008-01-01AcquiredDt
Cost Or Other Basis$1,232CostOrOtherBasisAmt
Prior Year Depreciation$1,232PriorYearDepreciationAmt
Computation Methodstraight lineComputationMethodTxt
Life0000000005.000000000000LifeRt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockStifel InvestmentsStockNm
EOY Book Value$3,472,836EOYBookValueAmt
EOYFMV$5,376,064EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemComputerCategoryOrItemTxt
Cost Or Other Basis$1,232CostOrOtherBasisAmt
Accumulated Depreciation$1,232AccumulatedDepreciationAmt

Other Assets Schedule OtherAssetsSchedule

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
Postage, mailing service$158
Broker/Bank fees$1,868
Charitable filings - State of Ohio$200

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMiscellaneous incomeDesc
Revenue And Expenses Per Books$1,212RevenueAndExpensesPerBooksAmt
Adjusted Net Income$1,212AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNon-taxable preferred stock dividendsDesc
Amt$4,473Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTaxesCategoryTxt
Amt$3,919Amt

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