SAPIRSTEIN STONE WEISS FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SAPIRSTEIN STONE WEISS FOUNDATION (EIN 34-6548007)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-07
- IRS object ID
- 201833119349100503
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-07T07:23:56-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSTIN BARTELL & FITZGERALD LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 EAST 9TH STREET 920 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 346548007 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAPIRSTEIN-STONE-WEISS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARY KAY INCANDELA | InCareOfNm |
| Business Name Control | SAPI | BusinessNameControlTxt |
| Phone | 2164640540 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28601 CHAGRIN BLVD Suite 500 | AddressLine1Txt |
| City | WOODMERE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY WEISS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2162527300 | PhoneNum |
| Signature | 2018-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH SILVAGGIO | PreparerPersonNm |
| PTIN | P00304380 | PTIN |
| Phone | 2166211180 | PhoneNum |
| Preparation | 2018-11-05 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 207.89.35.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 34136120183115000003 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-11-07 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0E45810130A5BE1429AC1E30B8C0C9452564FF1D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0E45810130A5BE1429AC1E30B8C0C9452564FF1D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,607,861 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $76 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $76 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $76 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $199,017 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $199,017 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $199,017 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $242,818 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,414,528 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $242,818 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $468,851 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $468,851 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $468,851 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $910,762 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $910,762 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $667,944 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $9,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,525 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $4,525 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,525 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $102,097 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $102,097 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $102,097 | OtherProfFeesAdjNetIncmAmt |
| Interest Rev And Expnss | $25,168 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $25,168 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $25,168 | InterestAdjNetIncmAmt |
| Taxes Rev And Expnss | $52 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $52 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $52 | TaxesAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $1,287 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,287 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $471 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $271 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $271 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $138,125 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $132,113 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $132,113 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,012 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $473,117 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $473,117 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $611,242 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $132,113 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $132,113 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $479,129 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $299,520 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $778,649 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $535,831 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $64,999 | CashBOYAmt |
| Cash EOY | $77,502 | CashEOYAmt |
| Cash EOYFMV | $77,502 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $442,800 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $131,851 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $131,851 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,489,577 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,096,328 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,479,913 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,114,219 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,799,377 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,809,494 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,001,388 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,307,445 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,109,101 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,112,983 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,412,503 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,607,861 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $10,112,983 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,412,503 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,112,983 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,412,503 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,112,983 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,412,503 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,112,983 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $299,520 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,412,503 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,412,503 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VANGUARD REAL ESTATE FUND-CGD | P | 2016-01-01 | 2017-12-31 | $206 | $0 | $206 | $206 |
| VANGUARD FUND-CGD | P | 2016-01-01 | 2017-12-31 | $21,408 | $0 | $21,408 | $21,408 |
| VANGUARD FUND-CGD | P | 2016-01-01 | 2017-12-31 | $29,123 | $0 | $29,123 | $29,123 |
| VANGUARD FUND-CGD | P | 2016-01-01 | 2017-12-31 | $17,218 | $0 | $17,218 | $17,218 |
| VANGUARD FUND-CGD | P | 2016-01-01 | 2017-12-31 | $11,027 | $0 | $11,027 | $11,027 |
| BOTEL ASSET MGMT-CGD | P | 2016-01-01 | 2017-12-31 | $33,011 | $0 | $33,011 | $33,011 |
| BOTEL ASSET MGMT | P | 2016-12-19 | 2017-07-11 | $1,963 | $2,296 | -$333 | -$333 |
| BOTEL ASSET MGMT | P | 2016-01-12 | 2017-09-19 | $29,140 | $25,020 | $4,120 | $4,120 |
| KEYBANK 0568841 | P | $321,099 | $319,902 | $1,197 | $1,197 | ||
| KEYBANK (KARPUS) | P | $50,533 | $43,289 | $7,244 | $7,244 | ||
| WVP EMERGING MANAGER | P | 2016-01-01 | 2017-12-31 | $5 | $0 | $5 | $5 |
| KEYBANK (KARPUS)-CGD | P | $14,199 | $0 | $14,199 | $14,199 | ||
| KEYBANK (KARPUS) | P | $885,596 | $781,203 | $104,393 | $104,393 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $242,818 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $467,577 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,437,482 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.037594 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $248,818 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,421,564 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.020031 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $341,404 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,623,527 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.029372 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,073,086 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,463,232 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.180847 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $202,257 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,640,558 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.017375 | DistributionYr5Rt |
| Total Distribution | 0.285219 | TotalDistributionRt |
| Average Distribution | 0.057044 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,930,098 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $737,585 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,786 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $745,371 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $479,129 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,573 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $15,573 | SubtotalAmt |
| Tax Based On Investment Income | $15,573 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,980 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $45,980 | TotalPaymentsAndCreditsAmt |
| Overpayment | $30,407 | OverpaymentAmt |
| Applied To ES Tax | $30,407 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY KAY INCANDELA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2164640540 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28601 CHAGRIN BLVD 500 | AddressLine1Txt |
| City | WOODMERE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JEFFREY WEISS | ||||||||
| 28601 CHAGRIN BLVD 500 | WOODMERE | OH | 44122 | DIRECTOR | 2.0 | $0 | $0 | $0 |
| ZEV WEISS | ||||||||
| 28601 CHAGRIN BLVD 500 | WOODMERE | OH | 44122 | DIRECTOR/TREASURER/SECRETARY | 1.0 | $0 | $0 | $0 |
| MARY KAY INCANDELA | ||||||||
| 28601 CHAGRIN BLVD 500 | WOODMERE | OH | 44122 | DIRECTOR | 8.0 | $0 | $0 | $0 |
| ELIE WEISS | ||||||||
| 28601 CHAGRIN BLVD 500 | WOODMERE | OH | 44122 | DIRECTOR | 2.0 | $0 | $0 | $0 |
| JUDITH WEISS | ||||||||
| 28601 CHAGRIN BLVD 500 | WOODMERE | OH | 44122 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| GARY WEISS | ||||||||
| 28601 CHAGRIN BLVD 500 | WOODMERE | OH | 44122 | DIRECTOR | 4.0 | $0 | $0 | $0 |
| MORRY WEISS | ||||||||
| 28601 CHAGRIN BLVD 500 | WOODMERE | OH | 44122 | DIRECTOR | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DISTRIBUTION OF FUNDS TO NUMEROUS CHARITABLE ORGANIZATIONS. | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,768,427 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $358,576 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,127,003 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,127,003 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $196,905 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,930,098 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $646,505 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $646,505 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,573 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,573 | TotalTaxAmt |
| Distributable Before Adj | $630,932 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $630,932 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $630,932 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $479,129 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $479,129 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $479,129 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $630,932 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,010,967 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $1,010,967 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $479,129 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $479,129 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $151,803 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $151,803 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $859,164 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $859,164 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $859,164 | ExcessFromYear4Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MR GARY WEISS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28601 CHAGRIN BLVD 500 | AddressLine1Txt |
| City | WOODMERE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2164640540 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN FORM - EXECUTIVE SUMMARY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JANUARY 15TH | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION DOES NOT GRANT SCHOLARSHIPS TO INDIVIDUALS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JEWISH FEDERATION OF PALM BEACH COUNTY | |||||||||||
| 4601 COMMUNITY DRIVE | WEST PALM BEACH | FL | 33417 | NONE | PC | COMMUNITY OUTREACH | $13,000 | ||||
| GREEN ROAD SYNAGOGUE | |||||||||||
| 2437 GREEN ROAD | BEACHWOOD | OH | 44122 | NONE | PC | COMMUNITY OUTREACH | $30,380 | ||||
| CAMP STONE | |||||||||||
| 2463 SOUTH GREEN ROAD | BEACHWOOD | OH | 44122 | NONE | PC | EDUCATIONAL SUPPORT | $1,750 | ||||
| BEACHWOOD KOLLEL | |||||||||||
| 2203 SOUTH GREEN ROAD | BEACHWOOD | OH | 44122 | NONE | PC | COMMUNITY OUTREACH | $540 | ||||
| FEURERSTEIN INSTITUTE | |||||||||||
| NONE | PC | COMMUNITY OUTREACH | $40,000 | 47 NARKISS STREET | JERUSALEM | IS | 91077 | ||||
| MESTIVA OF WEST BLOOMFIELD | |||||||||||
| 4200 WALNUT LAKE ROAD | WEST BLOOMFIELD | MI | 48323 | NONE | PC | EDUCATIONAL SUPPORT | $16,000 | ||||
| FUCHS MIZRACHI SCHOOL | |||||||||||
| 26600 SHAKER BLVD | BEACHWOOD | OH | 44122 | NONE | PC | EDUCATIONAL ASSISTANCE | $245,627 | ||||
| BNEI AKIVA OF CLEVELAND | |||||||||||
| 2463 SOUTH GREEN ROAD | BEACHWOOD | OH | 44122 | NONE | PC | EDUCATIONAL SUPPORT | $1,000 | ||||
| CHABAD OF PALM BEACH GARDENS | |||||||||||
| 7026 FAIRVIEW LANE | PALM BEACH | FL | 33418 | NONE | PC | EDUCATIONAL SUPPORT | $9,500 | ||||
| GARDENS JEWISH EXPERIENCE | |||||||||||
| 10800 N MILITARY TRAIL SUITE 215 | PALM BEACH GARDENS | FL | 33410 | NONE | PC | COMMUNITY OUTREACH | $500 | ||||
| HEBREW ACADEMY OF CLEVELAND | |||||||||||
| 1860 S TAYLOR ROAD | CLEVELAND HEIGHTS | OH | 44118 | NONE | PC | EDUCATIONAL | $720 | ||||
| HILLEL OF BROWARD AND PALM BEACH | |||||||||||
| 777 GLADES ROAD | BOCA RATON | FL | 33431 | NONE | PC | EDUCATIONAL | $2,000 | ||||
| JEWISH FEDERATION OF CLEVELAND | |||||||||||
| 25701 SCIENCE PARK DRIVE | BEACHWOOD | OH | 44122 | NONE | PC | COMMUNITY OUTREACH | $50,000 | ||||
| MALTZ MUSEUM OF JEWISH HERITAGE | |||||||||||
| 2929 RICHMOND ROAD | BEACHWOOD | OH | 44122 | NONE | PC | EDUCATIONAL | $5,000 | ||||
| MONTEFIORE FOUNDATION | |||||||||||
| 1 DAVID MYERS PARKWAY | BEACHWOOD | OH | 44122 | NONE | PC | EDUCATIONAL | $12,500 | ||||
| PEF ISRAEL ENDOWMENT FUNDS INC | |||||||||||
| 14455 E CARROLL BOULEVARD | UNIVERSITY HEIGHTS | OH | 44118 | NONE | PC | EDUCATIONAL | $35,000 | ||||
| UNITED ORTHODOX SYNAGOGUES | |||||||||||
| 9001 GREENWILLOW STREET | HOUSTON | TX | 77096 | NONE | PC | COMMUNITY OUTREACH | $5,000 | ||||
| YACHAD | |||||||||||
| 11 BROADWAY 13TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | EDUCATIONAL | $1,000 | ||||
| YESHIVA BETH YEHUDAH | |||||||||||
| 15751 LINCOLN DRIVE | SOUTHFIELD | MI | 48076 | NONE | PC | EDUCATIONAL | $3,600 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $473,117 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $76 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $199,017 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $242,818 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $468,851 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $910,762 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $910,762 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $9,050 | Amt |
| Net Investment Income | $4,525 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,525 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,525 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISRAEL BONDS | $650,000 | $649,999 |
| KEYTRUST ACCT 568841 BOND FUND | $1,149,377 | $1,159,495 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD FUNDS | $2,623,311 | $5,343,282 |
| KEYBANK 1183680 - KARPUS | $1,849,009 | $2,189,498 |
| BOTEL ASSET MANAGEMENT | $624,008 | $947,133 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt | Listed At Cost Or FMVListedAtCostOrFMVCd |
|---|---|---|---|
| ASCOT PARTNERS | $15,548 | $15,548 | |
| GOLDMAN STRATEGIC ASIA FUND | $0 | $0 | |
| SMC ALTERNATIVE FUND | $0 | $0 | |
| ARIEL FUND | $232,761 | $45,350 | |
| WORTH VENTURE FUNDS | $1,000,000 | $989,067 | |
| OMEGA OVERSEAS PARTNERS | $2,059,136 | $2,059,136 | AT COST |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt |
|---|
| HOCHMAN CONSULTING |
| BENESCH FRIEDLANDER |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| STATE OF OHIO FEES | $200 | $200 | ||
| BANK FEES | $70 | $70 | $70 | |
| ASCOT PARTNERS | $200 | $200 | $200 | |
| WVP EMERGING MANAGER | $1 | $1 | $1 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ARIEL FUND | $144,963 | $144,963 | $144,963 |
| WORTH VENTURE PARTNERS | $3,433 | $3,433 | $3,433 |
| OMEGA OVERSEAS PARTNERS | $295,509 | $295,509 | $295,509 |
| WVP EMEGRING MANAGER | $24,946 | $24,946 | $24,946 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (9 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INVESTMENT COUNSEL-KARPUS | $24,332 | $24,332 | $24,332 |
| VICKI AGRON CONSULTING | $2,500 | $2,500 | $2,500 |
| BOTEL ASSET MGMT | $8,601 | $8,601 | $8,601 |
| KEYBANK FEES | $89 | $89 | $89 |
| OMEGA OVERSEAS PARTNERS | $28,228 | $28,228 | $28,228 |
| WVP EMERGING MANAGER | |||
| INVESTMENT COUNSEL-KGC | $8,000 | $8,000 | $8,000 |
| TRUSTEE FEES | $22,500 | $22,500 | $22,500 |
| TRUST MANAGEMENT FEES | $7,847 | $7,847 | $7,847 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FOREIGN TAXES-BOTEL | |||
| FOREIGN TAXES-WVP | |||
| FOREIGN TAXES-VANGUARD | $52 | $52 | $52 |