RICHARD F WEAVER AND JANICE FWEAVER EDUCATIONAL TRUST INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
RICHARD F WEAVER AND JANICE FWEAVER EDUCATIONAL TRUST INC (EIN 20-8486438)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-03-13
IRS object ID
201740729349100009
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)
Return2017-03-13T11:24:43-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN222806690PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DEAN W CUNNINGHAM CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11162 COOPER STAddressLine1Txt
CityDEPTFORDCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08096ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208486438EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RICHARD F WEAVER & JANICE F WEAVERBusinessNameLine1Txt
Business Name Line2EDUCATIONAL TRUST INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlRICHBusinessNameControlTxt
Phone2707532899PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11608 SYCAMORE STAddressLine1Txt
CityMURRAYCityNm
State AbbreviationKYStateAbbreviationCd
ZIP42071ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDR RICHARD F WEAVERPersonNm
Person TitleCEOPersonTitleTxt
Signature2017-03-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDEAN W CUNNINGHAM CPAPreparerPersonNm
PTINP00374133PTIN
Phone8568485545PhoneNum
Preparation2017-03-13PreparationDt
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device Id98A2C479EDEDB6AFB84411DAEDE196EA80F907DBAtSubmissionCreationDeviceId
At Submission Filing Device Id98A2C479EDEDB6AFB84411DAEDE196EA80F907DBAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$13,651FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$650ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$651TotalRevAndExpnssAmt
Total Net Invst Incm$1TotalNetInvstIncmAmt
Total Adj Net Incm$1TotalAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$0TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$0TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$651ExcessRevenueOverExpensesAmt
Net Investment Income$1NetInvestmentIncomeAmt
Adjusted Net Income$1AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$13,000CashBOYAmt
Cash EOY$13,651CashEOYAmt
Cash EOYFMV$13,651CashEOYFMVAmt
Total Assets BOY$13,000TotalAssetsBOYAmt
Total Assets EOY$13,651TotalAssetsEOYAmt
Total Assets EOYFMV$13,651TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$13,000UnrestrictedBOYAmt
Unrestricted EOY$13,651UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$13,000TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$13,651TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$13,000TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$13,651TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$13,000TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$651ExcessRevenueOverExpensesAmt
Subtotal$13,651SubtotalAmt
Tot Net Ast Or Fund Balances EOY$13,651TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$650AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,067NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.609185DistributionYr1Rt
Adjusted Qlfy Distri Yr2$650AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,067NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.609185DistributionYr2Rt
Adjusted Qlfy Distri Yr3$650AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,067NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.609185DistributionYr3Rt
Adjusted Qlfy Distri Yr4$650AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,067NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.609185DistributionYr4Rt
Adjusted Qlfy Distri Yr5$600AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,068NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.561798DistributionYr5Rt
Total Distribution2.998538TotalDistributionRt
Average Distribution0.599708AverageDistributionRt
Net Vl Noncharitable Assets$1,121NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$672AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$672AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$0QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

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

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
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 AssetsfalseAtLeast5000InAssetsInd
Org Report Or Register StateKYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDR RICHARD WEAVERIndividualWithBooksNm
Phone2707532899PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11608 SYCAMORE STAddressLine1Txt
CityMURRAYCityNm
State AbbreviationKYStateAbbreviationCd
ZIP420712224ZIPCd
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

FieldValueIRS element (for citing)
PersonDR RICHARD F WEAVERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11608 SYCAMORE STAddressLine1Txt
CityMURRAYCityNm
State AbbreviationKYStateAbbreviationCd
ZIP42071ZIPCd
FieldValueIRS element (for citing)
TitleCEOTitleTxt
Average Hrs Per Wk Devoted To Pos000.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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$1,138AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,138TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,138AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$17CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,121NetVlNoncharitableAssetsAmt
Minimum Investment Return$56MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$56MinimumInvestmentReturnAmt
Distributable Before Adj$56DistributableBeforeAdjAmt
Distributable Before Ded$56DistributableBeforeDedAmt
Distributable As Adjusted$56DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt
Qualifying Distributions$0QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$56DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$547ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$597ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$597ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$597ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$597ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,935TotalExcessDistributionCyovAmt
Excess Distri Cyov App CY Corpus$56ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$56ExcessDistributionCyovAppCYAmt
Total Corpus$2,879TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$491ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,388ExcessDistriCyovToNextYrAmt
Excess From Year4$597ExcessFromYear4Amt
Excess From Year3$597ExcessFromYear3Amt
Excess From Year2$597ExcessFromYear2Amt
Excess From Year1$597ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1TotalIncomeProducingActyAmt

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

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