THE JAMES WEILAND FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
THE JAMES WEILAND FAMILY FOUNDATION (EIN 20-1413988)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-08
IRS object ID
201743129349100239
Schema version
2016v3.0
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)
Return2017-11-08T13:35:27-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-10-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT S HALLIDAY CPAPreparerPersonNm
PTINP00062997PTIN
Phone4402485202PhoneNum
Preparation2017-10-02PreparationDt

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device Id1AF3C33E068449F31F79581828F5FE3880F7053FAtSubmissionCreationDeviceId
At Submission Filing Device Id3DD5D0FADC5FD3038290D493CF907AC3BA83F794AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2018-03-14 21:41:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$48,763FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$200,000ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$200,000TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,750AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$27OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$300TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$2,077TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$179,300ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$179,300ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$181,377TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$179,300TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$18,623ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$30,140CashBOYAmt
Cash EOY$48,763CashEOYAmt
Cash EOYFMV$48,763CashEOYFMVAmt
Total Assets BOY$30,140TotalAssetsBOYAmt
Total Assets EOY$48,763TotalAssetsEOYAmt
Total Assets EOYFMV$48,763TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$30,140UnrestrictedBOYAmt
Unrestricted EOY$48,763UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$30,140TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$48,763TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$30,140TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$48,763TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$30,140TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$18,623ExcessRevenueOverExpensesAmt
Subtotal$48,763SubtotalAmt
Tot Net Ast Or Fund Balances EOY$48,763TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$115,350AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$86,137NetVlNoncharitableAssetsYr1Amt
Distribution Yr11.339146DistributionYr1Rt
Adjusted Qlfy Distri Yr2$77,564AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$26,541NetVlNoncharitableAssetsYr2Amt
Distribution Yr22.922422DistributionYr2Rt
Adjusted Qlfy Distri Yr3$37,811AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$28,096NetVlNoncharitableAssetsYr3Amt
Distribution Yr31.345779DistributionYr3Rt
Adjusted Qlfy Distri Yr4$16,114AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$44,715NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.360371DistributionYr4Rt
Adjusted Qlfy Distri Yr5$13,160AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$29,817NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.441359DistributionYr5Rt
Total Distribution6.409077TotalDistributionRt
Average Distribution1.281815AverageDistributionRt
Net Vl Noncharitable Assets$142,604NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$182,792AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$182,792AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$179,300QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Persons With Books Name PersonsWithBooksName

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

Location Of Books US Address LocationOfBooksUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

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$144,776AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$144,776TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$144,776AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,172CashDeemedCharitableAmt
Net Vl Noncharitable Assets$142,604NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,130MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,130MinimumInvestmentReturnAmt
Distributable Before Adj$7,130DistributableBeforeAdjAmt
Distributable Before Ded$7,130DistributableBeforeDedAmt
Distributable As Adjusted$7,130DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$179,300ExpensesAndContributionsAmt
Qualifying Distributions$179,300QualifyingDistributionsAmt
Adjusted Qualifying Distri$179,300AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,130DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$11,669ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$13,878ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$36,406ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$76,237ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$111,043ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$249,233TotalExcessDistributionCyovAmt
Qualifying Distributions$179,300QualifyingDistributionsAmt
Applied To Current Year$7,130AppliedToCurrentYearAmt
Remaining Distri From Corpus$172,170RemainingDistriFromCorpusAmt
Total Corpus$421,403TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$11,669ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$409,734ExcessDistriCyovToNextYrAmt
Excess From Year4$13,878ExcessFromYear4Amt
Excess From Year3$36,406ExcessFromYear3Amt
Excess From Year2$76,237ExcessFromYear2Amt
Excess From Year1$111,043ExcessFromYear1Amt
Excess From Current Year$172,170ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 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$1,100
PROVIDENT HOUSE INC
PROVIDENT HOUSE INC2050 WEST 32ND STREET2050 WEST 32ND STREETCLEVELANDOH44113NONEPUBLIC CHARIDONEE'S STATED PURPOSE$3,000
CLEVELAND ANIMAL PROTECTIVE LEAGUE
CLEVELAND ANIMAL PROCTIVE LEAGUE1729 WILLEY AVENUE1729 WILLEY AVENUECLEVELANDOH44136NONEPUB CHARITYDONEE'S STATED PURPOSE$5,000
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
CORNERSTONE OF HOPE
CORNERSTONE OF HOPE5905 BRECKSVILLE RD5905 BRECKSVILLE RDINDEPENDENCEOH44131NONEPUB CHARITYDONEE'S STATED PURPOSE$5,000
EASTER SEALS
EASTER SEALS14701 DETROIT AVE 25217401 DETROIT AVE 252CLEVELANDOH44107NONEPUB CHARITYDONEE'S STATED PURPOSE$2,500
PETA
PETA501 FRONT STREET501 FRONT STREETNORFOLKVA23510NONEPUB CHARITYDONEE'S STATED PURPOSE$92,000
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
THE PHI DELTA T
THE PHI DELTA T2 S CAMPUS AVE2 S CAMPUS AVEOXFORDOH45056NONEPUB CHARITYDONEE'S STATED PURPOSE$500
CHAGRIN ARTS
CHAGRIN ARTSNORTH MAIN STREETNORTH MAIN STREETCHAGRIN FALLSOH44022NONEPUB CHARITYDONEE'S STATED PURPOSE$2,000
SAINT RAPHAEL PARISH
SAINT RAPHAEL PARISH525 DOVER CENTER RD525 DOVER CENTER RDBAY VILLAGEOH44140NONEPUB CHARITYDONEE'S STATED PURPOSE$5,000
DEFENDERS OF WILDLIFE
DEFENDERS OF WILDLIFE1130 17TH STREET1130 17TH STREETWASHINGTONDC20036NONEPUB CHARITYDONEE'S STATED PURPOSE$15,000
KIWANIS WESTLAKE YOUTH FOUNDATION
KIWANIS WESTLAKE YOUTH FOUNDATION23247 MAYBELLE DR23247 MAYBELLE DRWESTLAKEOH44145NONEPUB CHARITYDONEE'S STATED PURPOSE$15,000
NE OHIO SPCA
NE OHIO SPCA9555 BROOKPARK RD9555 BROOKPARK ROADPARMAOH44129NONEPUB CHARITYDONEE'S STATED PURPOSE$5,000
GENTLE GIANTS DRAFT HORSE RESCUE
GENTLE GIANTS DRAFT HORSE RESCUE17250 OLD FREDERICK RD17250 OLD FREDERICK RDMOUNT AIRYMD21771NONEPUB CHARITYDONEE'S STATED PURPOSE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$179,300TotalGrantOrContriPdDurYrAmt

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 Line15005 ROCKSIDE ROAD PH100AddressLine1Txt
CityINDEPENDENCECityNm
State AbbreviationOHStateAbbreviationCd
ZIP44131ZIPCd
FieldValueIRS element (for citing)
Total Contributions$200,000TotalContributionsAmt
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$27Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryOHIO TREASURER OF STATECategoryTxt
Amt$300Amt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.