THE JAMES WEILAND FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
THE JAMES WEILAND FAMILY FOUNDATION (EIN 20-1413988)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-07-11
IRS object ID
201621939349100302
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-07-11T07:35:55-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

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
Signature2016-06-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT S HALLIDAY CPAPreparerPersonNm
PTINP00062997PTIN
Phone4402485202PhoneNum
Preparation2016-07-11PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$30,141FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$100,000ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$100,000TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$32OtherProfFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$32TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$115,350ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$115,350ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$115,382TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$115,350TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$15,382ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$45,522CashBOYAmt
Cash EOY$30,140CashEOYAmt
Cash EOYFMV$30,141CashEOYFMVAmt
Total Assets BOY$45,522TotalAssetsBOYAmt
Total Assets EOY$30,140TotalAssetsEOYAmt
Total Assets EOYFMV$30,141TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$45,522UnrestrictedBOYAmt
Unrestricted EOY$30,140UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$45,522TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$30,140TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$45,522TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$30,140TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$45,522TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$15,382ExcessRevenueOverExpensesAmt
Subtotal$30,140SubtotalAmt
Tot Net Ast Or Fund Balances EOY$30,140TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$77,564AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$26,541NetVlNoncharitableAssetsYr1Amt
Distribution Yr12.922422DistributionYr1Rt
Adjusted Qlfy Distri Yr2$37,811AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$28,096NetVlNoncharitableAssetsYr2Amt
Distribution Yr21.345779DistributionYr2Rt
Adjusted Qlfy Distri Yr3$16,114AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$44,715NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.360371DistributionYr3Rt
Adjusted Qlfy Distri Yr4$13,160AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$29,817NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.441359DistributionYr4Rt
Adjusted Qlfy Distri Yr5$6,903AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$8,089NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.853381DistributionYr5Rt
Total Distribution5.923312TotalDistributionRt
Average Distribution1.184662AverageDistributionRt
Net Vl Noncharitable Assets$86,137NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$102,043AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$102,043AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$115,350QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
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
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
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJAMES F WEILANDIndividualWithBooksNm
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 IVESWESTLAKEOH44145PRESIDENT0.10$0$0$0
FREDERICK N WIDEN
1660 WEST SECOND STREET STE 11001660 WEST SECOND STREET STE 1100CLEVELANDOH441141583TRUSTEE0.01$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$87,449AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$87,449TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$87,449AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,312CashDeemedCharitableAmt
Net Vl Noncharitable Assets$86,137NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,307MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,307MinimumInvestmentReturnAmt
Distributable Before Adj$4,307DistributableBeforeAdjAmt
Distributable Before Ded$4,307DistributableBeforeDedAmt
Distributable As Adjusted$4,307DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$115,350ExpensesAndContributionsAmt
Qualifying Distributions$115,350QualifyingDistributionsAmt
Adjusted Qualifying Distri$115,350AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,307DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$6,499ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$11,669ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$13,878ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$36,406ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$76,237ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$144,689TotalExcessDistributionCyovAmt
Qualifying Distributions$115,350QualifyingDistributionsAmt
Applied To Current Year$4,307AppliedToCurrentYearAmt
Remaining Distri From Corpus$111,043RemainingDistriFromCorpusAmt
Total Corpus$255,732TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$6,499ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$249,233ExcessDistriCyovToNextYrAmt
Excess From Year4$11,669ExcessFromYear4Amt
Excess From Year3$13,878ExcessFromYear3Amt
Excess From Year2$36,406ExcessFromYear2Amt
Excess From Year1$76,237ExcessFromYear1Amt
Excess From Current Year$111,043ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 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$10,000
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$6,200
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$10,000
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$44,800
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
PROJECT HOPE
ANIMAL LEGAL DEFENSE FUND2131 WOODRUFF ROAD2131 WOODRUFF ROADGREENVILLESC29607NONEPUB CHARITYDONEE'S STATED PURPOSE$250
CHILDREN'S FREE CARE FUND
CHILDREN'S FREE CARE FUND4401 PENN AVE4401 PENN AVEPITTSBURGPA15224NONEPUB CHARITYDONEE'S STATED PURPOSE$1,000
CHOICESS
CHOICESS348 E FOOTHILL BLVD348 E FOOTHILL BLVDARCADIACA91006NONEPUB CHARITYDONEE'S STATED PURPOSE$5,000
DEFENDERS OF WILDLIFE
DEFENDERS OF WILDLIFE1130 17TH STREET1130 17TH STREETWASHINGTONDC20036NONEPUB CHARITYDONEE'S STATED PURPOSE$10,000
CLEVELAND POLICE FOUNDATION
CLEVELAND POLICE FOUNDATION1300 ONTARIO STREET1300 ONTARIO STREETCLEVELADOH44113NONEPUB CHARITYDONEE'S STATED PURPOSE$2,500
NORTH SHORE ANIMAL LEAUGE
NORTH SHORE ANIMAL LEAGUE25 DAVIS STREET25 DAVIS STREETPORT WASHINGTONNY11050NONEPUB CHARITYDONEE'S STATED PURPOSE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$115,350TotalGrantOrContriPdDurYrAmt

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$100,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryBANK SERVICE CHARGECategoryTxt
Amt$32Amt

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