SAPIRSTEIN STONE WEISS FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SAPIRSTEIN STONE WEISS FOUNDATION (EIN 34-6548007)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201733189349100028
- Schema version
- 2016v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- 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 | 2017-11-14T08:39:17-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSTINBARTELLWALDMAN & FITZGERALD | 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 | 2016-01-01 | 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 | 2162527300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE AMERICAN BLVD | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44145 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY WEISS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2162527300 | PhoneNum |
| Signature | 2017-11-13 | 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 | 2017-11-13 | 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 | 34136120173185000002 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 57D251FB52824E231E73EA920E262361DA5869AB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 57D251FB52824E231E73EA920E262361DA5869AB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,646,145 | 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 | $319 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $319 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $319 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $89,016 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $89,016 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $89,016 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $84,781 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $299,977 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $84,781 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $172,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $172,000 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $172,000 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $346,116 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $346,116 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $261,335 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $8,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,325 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $4,325 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,325 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $37,606 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $37,606 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $37,606 | OtherProfFeesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $46,256 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $41,931 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $41,931 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,325 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $463,252 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $463,252 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $509,508 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $41,931 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $41,931 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $467,577 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$163,392 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $304,185 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $219,404 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $293,258 | CashBOYAmt |
| Cash EOY | $64,999 | CashEOYAmt |
| Cash EOYFMV | $64,999 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $380,414 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $442,800 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $442,800 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,251,478 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,489,577 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,061,323 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,279,982 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,114,219 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,130,068 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,071,243 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,001,388 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,946,955 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,276,375 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,112,983 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,646,145 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $10,276,375 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,112,983 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,276,375 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,112,983 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,276,375 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,112,983 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,276,375 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$163,392 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,112,983 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,112,983 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BOTEL CG DIVS | P | 2015-01-01 | 2016-12-31 | $26,553 | $0 | $26,553 | $26,553 |
| BOTEL SALES | P | 2015-12-11 | 2016-09-16 | $10,672 | $10,710 | -$38 | -$38 |
| BOTEL SALES | P | 2012-04-12 | 2016-09-16 | $66,722 | $80,958 | -$14,236 | -$14,236 |
| KEYBANK BOND FUND | P | 2000-08-10 | 2016-11-29 | $123,829 | $123,528 | $301 | $301 |
| VANGUARD FUNDS CG DIVS | P | 2015-01-01 | 2016-12-31 | $72,201 | $0 | $72,201 | $72,201 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $84,781 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $248,818 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,421,564 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.020031 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $341,404 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,623,527 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.029372 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,073,086 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,463,232 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.180847 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $202,257 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,640,558 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.017375 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $349,260 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,101,491 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.034575 | DistributionYr5Rt |
| Total Distribution | 0.2822 | TotalDistributionRt |
| Average Distribution | 0.05644 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,437,482 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $701,971 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,042 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $705,013 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $467,577 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,084 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,084 | SubtotalAmt |
| Tax Based On Investment Income | $6,084 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $32,064 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $32,064 | TotalPaymentsAndCreditsAmt |
| Overpayment | $25,980 | OverpaymentAmt |
| Applied To ES Tax | $25,980 | 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 | 2162527300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE AMERICAN BLVD | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44145 | 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 (5 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 | ||||||||
| ONE AMERICAN BLVD | CLEVELAND | OH | 44145 | TRUSTEE/VP | 0 | $0 | $0 | $0 |
| ZEV WEISS | ||||||||
| ONE AMERICAN BLVD | CLEVELAND | OH | 44145 | TRUSTEE/TREASURER/SECRETARY | 0 | $0 | $0 | $0 |
| STEVEN TATAR | ||||||||
| ONE AMERICAN BLVD | CLEVELAND | OH | 44145 | TRUSTEE/VP | 0 | $0 | $0 | $0 |
| ELIE WEISS | ||||||||
| ONE AMERICAN BLVD | CLEVELAND | OH | 44145 | TRUSTEE/VP | 0 | $0 | $0 | $0 |
| JUDITH WEISS | ||||||||
| ONE AMERICAN BLVD | CLEVELAND | OH | 44145 | TRUSTEE/VP | 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 | $12,012,733 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $614,152 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,626,885 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,626,885 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $189,403 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,437,482 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $621,874 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $621,874 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,084 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,084 | TotalTaxAmt |
| Distributable Before Adj | $615,790 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $615,790 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $615,790 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $467,577 | 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 | $467,577 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $467,577 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $615,790 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $1,159,180 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $1,159,180 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $467,577 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $467,577 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $148,213 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $148,213 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,010,967 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,010,967 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,010,967 | ExcessFromYear3Amt |
| 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 | ONE AMERICAN BLVD | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44145 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2162527300 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN FORM - EXECUTIVE SUMMARY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JANUARY 15TH | SubmissionDeadlinesTxt |
| Restrictions On Awards | DOES NOT GRANT SCHOLARSHIPS TO INDIVIDUALS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| B'NAI JESHRUN | |||||||||||
| 2463 SOUTH GREEN ROAD | BEACHWOOD | OH | 44122 | NONE | PC | EDUCATIONAL SUPPORT | $1,000 | ||||
| JEWISH FEDERATION OF PALM BEACH COUNTY | |||||||||||
| 4601 COMMUNITY DRIVE | WEST PALM BEACH | FL | 33417 | NONE | PC | EDUCATIONAL SUPPORT | $13,000 | ||||
| GREEN ROAD SYNAGOGUE | |||||||||||
| 2437 GREEN ROAD | BEACHWOOD | OH | 44122 | NONE | PC | COMMUNITY OUTREACH | $80,000 | ||||
| CAMP STONE | |||||||||||
| 2463 SOUTH GREEN ROAD | BEACHWOOD | OH | 44122 | NONE | PC | EDUCATIONAL SUPPORT | $7,400 | ||||
| PARTNERS IN TORAH OF CLEVELAND | |||||||||||
| 14455 EAST CARROLL BLVD | UNIVERSITY HTS | OH | 44118 | NONE | PC | EDUCATIONAL SUPPORT | $1,800 | ||||
| BEACHWOOD KOLLEL | |||||||||||
| 2203 SOUTH GREEN ROAD | BEACHWOOD | OH | 44122 | NONE | PC | COMMUNITY OUTREACH | $540 | ||||
| YESHIVA UNIVERSITY | |||||||||||
| 500 WEST 185TH STREET | NEW YORK | NY | 10033 | NONE | PC | EDUCATIONAL SUPPORT | $25,000 | ||||
| UNITED HATZALAH | |||||||||||
| NONE | PC | COMMUNITY OUTREACH | $2,160 | 78 YIRMIYAHU STREET | JERUSALEM | IS | 91361 | ||||
| GUSH ETZION FOUNDATION | |||||||||||
| PO BOX 1030 | MANCHESTER | NH | 03105 | NONE | PC | EDUCATIONAL SUPPORT | $500 | ||||
| FEURERSTEIN INSTITUTE | |||||||||||
| NONE | PC | COMMUNITY OUTREACH | $20,000 | 47 NARKISS STREET | JERUSALEM | IS | 91077 | ||||
| JEWISH NATIONAL FUND | |||||||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | NONE | PC | EDUCATIONAL SUPPORT | $5,000 | ||||
| SHABBOS PROJECT CLEVELAND | |||||||||||
| 23534 RANCH ROAD | BEACHWOOD | OH | 44122 | NONE | PC | COMMUNITY OUTREACH | $7,000 | ||||
| KEREN ORAH | |||||||||||
| 67-14 168TH STREET | FLUSHING | NY | 11365 | NONE | PC | RELIGIOUS SUPPORT | $500 | ||||
| MESTIVA OF WEST BLOOMFIELD | |||||||||||
| 4200 WALNUT LAKE ROAD | WEST BLOOMFIELD | MI | 48323 | NONE | PC | EDUCATIONAL SUPPORT | $17,450 | ||||
| FUCHS MIZRACHI SCHOOL | |||||||||||
| 26600 SHAKER BLVD | BEACHWOOD | OH | 44122 | NONE | PC | EDUCATIONAL ASSISTANCE | $266,252 | ||||
| FRIENDS OF IR DAVID | |||||||||||
| NONE | PC | EDUCATIONAL SUPPORT | $5,000 | PO BOX 33 | JERUSALEM | IS | 91077 | ||||
| DEVELOPMENT CORP FOR ISRAEL | |||||||||||
| 23240 CHAGRIN BLVD | BEACHWOOD | OH | 44122 | NONE | PC | COMMUNITY OUTREACH | $650 | ||||
| BNEI AKIVA OF CLEVELAND | |||||||||||
| 2463 SOUTH GREEN ROAD | BEACHWOOD | OH | 44122 | NONE | PC | EDUCATIONAL SUPPORT | $10,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $463,252 | 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 | $319 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $89,016 | 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 | $172,000 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $84,781 | 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 | $346,116 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $346,116 | 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 | $8,650 | Amt |
| Net Investment Income | $4,325 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,325 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,325 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISRAEL BONDS | $650,000 | $650,000 |
| KEYTRUST ACCT 568841 BOND FUND | $1,464,219 | $1,480,068 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD FUNDS | $2,461,780 | $4,739,553 |
| KEYBANK 1183680 - KARPUS | $1,410,903 | $1,539,138 |
| BOTEL ASSET MANAGEMENT | $616,894 | $782,632 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt | Listed At Cost Or FMVListedAtCostOrFMVCd |
|---|---|---|---|
| ASCOT PARTNERS | $0 | $0 | |
| GOLDMAN STRATEGIC ASIA FUND | $5,000 | $4,800 | |
| SMC ALTERNATIVE FUND | $0 | $0 | |
| ARIEL FUND | $232,761 | $189,460 | |
| WORTH VENTURE FUNDS | $1,000,000 | $989,068 | |
| OMEGA OVERSEAS PARTNERS | $1,763,627 | $1,763,627 | AT COST |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt |
|---|
| HOCHMAN CONSULTING |
| BENESCH FRIEDLANDER |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc |
|---|
| STATE OF OHIO FEES |
| BANK FEES |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ARIEL FUND | $60,846 | $60,846 | $60,846 |
| WORTH VENTURE PARTNERS | $1,132 | $1,132 | $1,132 |
| OMEGA OVERSEAS PARTNERS | $75,015 | $75,015 | $75,015 |
| SPRING MOUNTAIN CAPITAL | $35,007 | $35,007 | $35,007 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INVESTMENT COUNSEL-KARPUS | $19,705 | $19,705 | $19,705 |
| TRUST MANAGMENT FEES | |||
| BOTEL ASSET MGMT | $7,205 | $7,205 | $7,205 |
| KEYBANK FEES | $29 | $29 | $29 |
| OMEGA OVERSEAS PARTNERS | |||
| WVP EMERGING MANAGER | |||
| INVESTMENT COUNSEL-KGC | $10,667 | $10,667 | $10,667 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt |
|---|
| FOREIGN TAXES-BOTEL |
| FOREIGN TAXES-WVP |
| FOREIGN TAXES-VANGUARD |
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