THE JAMES WEILAND FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
THE JAMES WEILAND FAMILY FOUNDATION (EIN 20-1413988)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-15
IRS object ID
201823199349101367
Schema version
2017v2.3
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)
Return2018-11-15T09:48:16-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

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
Signature2018-11-02SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT S HALLIDAY CPAPreparerPersonNm
PTINP00062997PTIN
Phone4402485202PhoneNum
Preparation2018-11-02PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address167.68.16.49IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-15IPDt
IP Tm08:48:16IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id7F96481C5B530990C7F638757D70C235DB316E18AtSubmissionCreationDeviceId
At Submission Filing Device Id0A75A7027964B4D5A0CB38566EA0E46CD53C65CCAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$31,522FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$220,000ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$220,000TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,750AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$11OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$50TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,811TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$235,400ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$235,400ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$237,211TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$235,400TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$17,211ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$48,763CashBOYAmt
Cash EOY$31,522CashEOYAmt
Cash EOYFMV$31,522CashEOYFMVAmt
Total Assets BOY$48,763TotalAssetsBOYAmt
Total Assets EOY$31,522TotalAssetsEOYAmt
Total Assets EOYFMV$31,522TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$48,763UnrestrictedBOYAmt
Unrestricted EOY$31,552UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$48,763TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$31,552TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$48,763TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$31,552TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$48,763TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$17,211ExcessRevenueOverExpensesAmt
Subtotal$31,552SubtotalAmt
Tot Net Ast Or Fund Balances EOY$31,552TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$179,300AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$142,604NetVlNoncharitableAssetsYr1Amt
Distribution Yr11.257328DistributionYr1Rt
Adjusted Qlfy Distri Yr2$115,350AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$86,137NetVlNoncharitableAssetsYr2Amt
Distribution Yr21.339146DistributionYr2Rt
Adjusted Qlfy Distri Yr3$77,564AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$26,541NetVlNoncharitableAssetsYr3Amt
Distribution Yr32.922422DistributionYr3Rt
Adjusted Qlfy Distri Yr4$37,811AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$28,096NetVlNoncharitableAssetsYr4Amt
Distribution Yr41.345779DistributionYr4Rt
Adjusted Qlfy Distri Yr5$16,114AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$44,715NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.360371DistributionYr5Rt
Total Distribution7.225046TotalDistributionRt
Average Distribution1.445009AverageDistributionRt
Net Vl Noncharitable Assets$68,569NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$99,083AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$99,083AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$235,400QualifyingDistributionsAmt

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 PrsnYes (true)SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnYes (true)BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (true)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnYes (true)TransferAstDisqualifiedPrsnInd
Payment To Government OfficialYes (true)PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
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

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$69,613AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$69,613TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$69,613AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,044CashDeemedCharitableAmt
Net Vl Noncharitable Assets$68,569NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,428MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,428MinimumInvestmentReturnAmt
Distributable Before Adj$3,428DistributableBeforeAdjAmt
Distributable Before Ded$3,428DistributableBeforeDedAmt
Distributable As Adjusted$3,428DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$235,400ExpensesAndContributionsAmt
Qualifying Distributions$235,400QualifyingDistributionsAmt
Adjusted Qualifying Distri$235,400AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,428DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$13,878ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$36,406ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$76,237ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$111,043ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$172,170ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$409,734TotalExcessDistributionCyovAmt
Qualifying Distributions$235,400QualifyingDistributionsAmt
Applied To Current Year$3,428AppliedToCurrentYearAmt
Remaining Distri From Corpus$231,972RemainingDistriFromCorpusAmt
Total Corpus$641,706TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$13,878ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$627,828ExcessDistriCyovToNextYrAmt
Excess From Year4$36,406ExcessFromYear4Amt
Excess From Year3$76,237ExcessFromYear3Amt
Excess From Year2$111,043ExcessFromYear2Amt
Excess From Year1$172,170ExcessFromYear1Amt
Excess From Current Year$231,972ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 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
PROVIDENT HOUSE INC
PROVIDENT HOUSE INC2050 WEST 32ND STREET2050 WEST 32ND STREETCLEVELANDOH44113NONEPUBLIC CHARIDONEE'S STATED PURPOSE$10,000
WESTSHORE MONTESSORI
WESTSHORE MONTESSI26536 DETROIT AVENUE26536 DETROIT AVENUECLEVELANDOH44145NONEPUB CHARITYDONEE'S STATED PURPOSE$1,000
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
CLEVELAND CLINIC CHILDREN'S HOSPITA
CLEVELAND CLINIC CHILDREN'S HOSPITAL9500 ELUCID AVENUE9500 ELUCID AVENUECLEVELANDOH44107NONEPUB CHARITYDONEE'S STATED PURPOSE$2,500
PETA
PETA501 FRONT STREET501 FRONT STREETNORFOLKVA23510NONEPUB CHARITYDONEE'S STATED PURPOSE$160,000
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
HOSPICE OF THE WESTERN RESERVE
HOSPICE OF THE WESTERN RESERVE17876 ST CLAIR AVENUE17876 ST CLAIR AVENUECLEVELANDOH44110NONEPUB CHARITYDONEE'S STATED PURPOSE$1,000
CHAGRIN ARTS
CHAGRIN ARTSNORTH MAIN STREETNORTH MAIN STREETCHAGRIN FALLSOH44022NONEPUB CHARITYDONEE'S STATED PURPOSE$2,500
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
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$235,400TotalGrantOrContriPdDurYrAmt

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$220,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTHE ROBERT HALLIDAY CO, LTDCategoryTxt
Amt$1,750Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryBANK SERVICE CHARGECategoryTxt
Amt$11Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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

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