SAPIRSTEIN STONE WEISS FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SAPIRSTEIN STONE WEISS FOUNDATION (EIN 34-6548007)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-07
- IRS object ID
- 201633129349100528
- Schema version
- 2015v2.1
- 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 | 2016-11-07T14:11:11-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENNETH S SUSTIN | PreparerPersonNm |
| PTIN | P01204018 | PTIN |
| Phone | 2166211180 | PhoneNum |
| Preparation | 2016-11-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | 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 | $12,473,425 | 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 | $698 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $698 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $698 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $153,707 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $153,707 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $153,707 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $222,929 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,563,191 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $222,929 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $419,335 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $419,335 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $419,335 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $796,669 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $796,669 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $573,740 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $9,330 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,000 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $4,000 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,330 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,975 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $3,975 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,975 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $81,628 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $81,628 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $81,628 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $723 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $723 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $723 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $288 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $288 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $99,919 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $90,326 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $90,326 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,593 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $239,225 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $239,225 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $339,144 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $90,326 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $90,326 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $248,818 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $457,525 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $706,343 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $483,414 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $731,941 | CashBOYAmt |
| Cash EOY | $293,258 | CashEOYAmt |
| Cash EOYFMV | $293,258 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $928,600 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $380,414 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $380,414 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,928,851 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,251,478 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,428,989 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,727,975 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,279,982 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,287,884 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,501,483 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,071,243 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,082,880 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,818,850 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,276,375 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,473,425 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $9,818,850 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,276,375 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,818,850 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,276,375 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,818,850 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,276,375 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,818,850 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $457,525 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,276,375 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,276,375 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| KEYBANK ACCOUNT 1183680 | P | 2008-01-01 | 2015-02-10 | $254,364 | $199,702 | $54,662 | $54,662 |
| KEYBANK ACCOUNT 1183680 | P | 2015-02-10 | 2015-09-23 | $23,013 | $23,722 | -$709 | -$709 |
| VANGUARD FUNDS CG DIVIDENDS | 2014-01-01 | 2015-12-31 | $106,224 | $0 | $106,224 | $106,224 | |
| BOTEL ASSET MANAGEMENT | P | 2010-01-01 | 2015-12-10 | $59,168 | $55,761 | $3,407 | $3,407 |
| BOTEL CG DIVIDENDS | P | 2014-01-01 | 2015-12-31 | $30,167 | $0 | $30,167 | $30,167 |
| BOTEL ASSET MANAGEMENT | P | 2014-12-31 | 2015-12-10 | $5,150 | $5,634 | -$484 | -$484 |
| WVP EMERGING MANAGER-40% 1256 GAIN | P | 2015-01-01 | 2015-12-15 | $9,109 | $0 | $9,109 | $9,109 |
| WVP EMERGING MANAGER-60% 1256 GAIN | P | 2014-01-01 | 2015-12-31 | $13,663 | $0 | $13,663 | $13,663 |
| KEYBANK ACCOUNT 0568841 | P | $812,333 | $805,443 | $6,890 | $6,890 | ||
| KEYBANK ACCOUNT 1183700 | P | 2010-04-01 | 2015-04-01 | $250,000 | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $222,929 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $341,404 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,623,527 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.029372 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,073,086 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,463,232 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.180847 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $202,257 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,640,558 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.017375 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $349,260 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,101,491 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.034575 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $519,240 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,375,972 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050043 | DistributionYr5Rt |
| Total Distribution | 0.312212 | TotalDistributionRt |
| Average Distribution | 0.062442 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,421,564 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $775,627 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,063 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $782,690 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $248,818 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,127 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $14,127 | SubtotalAmt |
| Tax Based On Investment Income | $14,127 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $26,191 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $20,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $46,191 | TotalPaymentsAndCreditsAmt |
| Overpayment | $32,064 | OverpaymentAmt |
| Applied To ES Tax | $32,064 | 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 |
|---|---|---|---|---|---|---|
| JEFFREY WEISS | ||||||
| ONE AMERICAN BLVD | CLEVELAND | OH | 44145 | TRUSTEE/VP | 0 | $0 |
| ZEV WEISS | ||||||
| ONE AMERICAN BLVD | CLEVELAND | OH | 44145 | TRUSTEE/TREASURER/SECRETARY | 0 | $0 |
| STEVEN TATAR | ||||||
| ONE AMERICAN BLVD | CLEVELAND | OH | 44145 | TRUSTEE/VP | 0 | $0 |
| ELIE WEISS | ||||||
| ONE AMERICAN BLVD | CLEVELAND | OH | 44145 | TRUSTEE/VP | 0 | $0 |
| JUDITH WEISS | ||||||
| ONE AMERICAN BLVD | CLEVELAND | OH | 44145 | TRUSTEE/VP | 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 | $12,000,525 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $610,200 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,610,725 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,610,725 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $189,161 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,421,564 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $621,078 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $621,078 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,127 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,127 | TotalTaxAmt |
| Distributable Before Adj | $606,951 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $606,951 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $606,951 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $248,818 | 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 | $248,818 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $248,818 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $606,951 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $10,753 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $1,506,560 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,517,313 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $248,818 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $248,818 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $358,133 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $358,133 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,159,180 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,159,180 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,159,180 | ExcessFromYear2Amt |
| 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 (25 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HEBREW ACADEMY OF CLEVELAND | |||||||||||
| 1860 SOUTH TAYLOR ROAD | CLEVELAND | OH | 44118 | NONE | PC | EDUCATIONAL SUPPORT | $360 | ||||
| JEWISH FEDERATION OF PALM BEACH COUNTY | |||||||||||
| 4601 COMMUNITY DRIVE | WEST PALM BEACH | FL | 33417 | NONE | PC | EDUCATIONAL SUPPORT | $12,500 | ||||
| GREEN ROAD SYNAGOGUE | |||||||||||
| 2437 GREEN ROAD | BEACHWOOD | OH | 44122 | NONE | PC | COMMUNITY OUTREACH | $30,500 | ||||
| ANTI-DEFAMATION LEAGUE | |||||||||||
| 505 TERMINAL TOWER | CLEVELAND | OH | 44113 | NONE | PC | COMMUNITY OUTREACH | $10,000 | ||||
| YOUNG ISRAEL | |||||||||||
| 2463 SOUTH GREEN ROAD | BEACHWOOD | OH | 44122 | NONE | PC | COMMUNITY OUTREACH | $1,265 | ||||
| JEWISH FEDERATION OF CLEVELAND | |||||||||||
| 25701 SCIENCE PARK DRIVE | BEACHWOOD | OH | 44122 | NONE | PC | COMMUNITY OUTREACH | $14,000 | ||||
| WAXMAN CHABAD CENTER | |||||||||||
| 2479 SOUTH GREEN ROAD | BEACHWOOD | OH | 44122 | NONE | PC | COMMUNITY OUTREACH | $1,000 | ||||
| UNITED HATZALAH | |||||||||||
| NONE | PC | COMMUNITY OUTREACH | $10,000 | 78 YIRMIYAHU STREET | JERUSALEM | IS | 91361 | ||||
| WASHINGTON INSTITUTE FOR NEAR EAST POLICY | |||||||||||
| 1111 19TH STREET | WASHINGTON | DC | 20036 | NONE | PC | EMERGENCY MEDICAL AID | $15,000 | ||||
| JERUSALEM GREAT SYNAGOGUE | |||||||||||
| NONE | PC | RELIGIOUS SUPPORT | $5,000 | 56 KING GEORGE STREET | JERUSALEM | IS | 91078 | ||||
| TEAM YACHAD JERUSALEM | |||||||||||
| 11 BROADWAY | NEW YORK | NY | 10004 | NONE | PC | AID TO DISABLED | $1,000 | ||||
| SHABBOS PROJECT CLEVELAND | |||||||||||
| PO BOX 22706 | BEACHWOOD | OH | 44122 | NONE | PC | COMMUNITY OUTREACH | $6,000 | ||||
| ORTHODOX UNION | |||||||||||
| 11 BROADWAY | NEW YORK | NY | 10004 | NONE | PC | COMMUNITY OUTREACH | $5,000 | ||||
| OHR TORAH STONE | |||||||||||
| 49 WEST 45TH STREET | NEW YORK | NY | 10036 | NONE | PC | RELIGIOUS SUPPORT | $50,000 | ||||
| MONTEFIORE FOUNDATION | |||||||||||
| 1 NORTH DAVID MYERS PARKWAY | BEACHWOOD | OH | 44122 | NONE | PC | AID TO ELDERLY | $5,000 | ||||
| MESTIVA OF WEST BLOOMFIELD | |||||||||||
| 4200 WALNUT LAKE ROAD | WEST BLOOMFIELD | MI | 48323 | NONE | PC | COMMUNITY OUTREACH | $8,900 | ||||
| MENORAH PARK | |||||||||||
| 27100 CEDAR ROAD | BEACHWOOD | OH | 44122 | NONE | PC | SENIOR CARE | $1,800 | ||||
| MANDEL JEWISH COMMUNITY CENTER | |||||||||||
| 36001 SOUTH WOODLAND BLVD | BEACHWOOD | OH | 44122 | NONE | PC | COMMUNITY OUTREACH | $5,000 | ||||
| HILLEL OF BROWARD AND PALM BEACH | |||||||||||
| 777 GLADES ROAD | BOCA RATON | FL | 33431 | NONE | PC | COMMUNITY OUTREACH | $7,500 | ||||
| GROSS SCHECTER DAY SCHOOL | |||||||||||
| 27601 FAIRMOUNT BLVD | PEPPER PIKE | OH | 44124 | NONE | PC | EDUCATIONAL ASSISTANCE | $10,000 | ||||
| FUCHS MIZRACHI SCHOOL | |||||||||||
| 26600 SHAKER BLVD | BEACHWOOD | OH | 44122 | NONE | PC | EDUCATIONAL ASSISTANCE | $34,900 | ||||
| ISRAELI DEFENSE FORCES | |||||||||||
| NONE | PC | SUPPORT ISRAEL DEFENSE FORCE | $2,000 | MINISTRY OF DEFENSE HAKIYRA | TEL AVIV | IS | 61909 | ||||
| DEVELOPMENT CORP FOR ISRAEL | |||||||||||
| 575 LEXINGTON AVE | NEW YORK | NY | 10022 | NONE | PC | COMMUNITY OUTREACH | $1,000 | ||||
| BNEI AKIVA | |||||||||||
| 520 8TH AVE | NEW YORK | NY | 10018 | NONE | PC | RELIGIOUS EDUCATION | $1,000 | ||||
| ARTHUR MEYER JEWISH ACADEMY | |||||||||||
| 5225 HOOD ROAD | PALM BEACH GARDENS | FL | 33418 | NONE | PC | EDUCATIONAL ASSISTANCE | $500 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $239,225 | 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 | $698 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $153,707 | 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 | $419,335 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $222,929 | 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 | $796,669 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $796,669 | 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 | $7,950 | Amt |
| Net Investment Income | $3,975 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,975 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,975 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISRAEL BONDS | $650,000 | $649,118 |
| KEYTRUST ACCT 568841 BOND FUND | $1,629,982 | $1,638,766 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD FUNDS | $2,315,055 | $4,327,407 |
| KEYBANK 1183680 - KARPUS | $1,317,881 | $1,390,454 |
| BOTEL ASSET MANAGEMENT | $618,542 | $711,128 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt | Listed At Cost Or FMVListedAtCostOrFMVCd |
|---|---|---|---|
| ASCOT PARTNERS | $9,553 | $0 | |
| GOLDMAN STRATEGIC ASIA FUND | $72,149 | $14,778 | |
| SMC ALTERNATIVE FUND | $68,168 | $74,361 | |
| ARIEL FUND | $232,761 | $308,070 | |
| WORTH VENTURE FUNDS | $1,000,000 | $997,059 | |
| OMEGA OVERSEAS PARTNERS | $1,688,612 | $1,688,612 | AT COST |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| HOCHMAN CONSULTING | $8,000 | $4,000 | $4,000 | $4,000 |
| BENESCH FRIEDLANDER | $1,330 | $1,330 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| STATE OF OHIO FEES | $200 | $200 |
| BANK FEES | $88 | $88 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ARIEL FUND | $348,349 | $348,349 | $348,349 |
| MERKIN SETTLEMENT | $354,747 | $354,747 | $354,747 |
| KEYBANK 1183680 | $370 | $370 | $370 |
| OMEGA OVERSEAS PARTNERS | -$311,353 | -$311,353 | -$311,353 |
| OMEGA OVERSEAS PARTNERS-OTHER | $2,244 | $2,244 | $2,244 |
| WVP EMERGING MANAGER | $22,885 | $22,885 | $22,885 |
| ASCOT PARTNERS | $5 | $5 | $5 |
| SPRING MOUNTAIN CAPITAL | $2,088 | $2,088 | $2,088 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INVESTMENT COUNSEL | $19,382 | $19,382 | $19,382 |
| TRUST MANAGMENT FEES | $12,234 | $12,234 | $12,234 |
| BOTEL ASSET MGMT | $7,239 | $7,239 | $7,239 |
| KEYBANK FEES | $12,234 | $12,234 | $12,234 |
| OMEGA OVERSEAS PARTNERS | $18,647 | $18,647 | $18,647 |
| WVP EMERGING MANAGER | $11,643 | $11,643 | $11,643 |
| ASCOT PARTNERS | $249 | $249 | $249 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FOREIGN TAXES-BOTEL | $33 | $33 | $33 |
| FOREIGN TAXES-WVP | $569 | $569 | $569 |
| FOREIGN TAXES-VANGUARD | $121 | $121 | $121 |
Comments