RICHARD F WEAVER AND JANICE FWEAVER EDUCATIONAL TRUST INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD F WEAVER AND JANICE FWEAVER EDUCATIONAL TRUST INC (EIN 20-8486438)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-04-07
- IRS object ID
- 201540979349100204
- Schema version
- 2014v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-07T11:41:58-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222806690 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEAN W CUNNINGHAM CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1162 COOPER ST | AddressLine1Txt |
| City | DEPTFORD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08096 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208486438 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD F WEAVER & JANICE F WEAVER | BusinessNameLine1Txt |
| Business Name Line2 | EDUCATIONAL TRUST INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 2707532899 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1608 SYCAMORE ST | AddressLine1Txt |
| City | MURRAY | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 42071 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR RICHARD F WEAVER | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 2707532899 | PhoneNum |
| Signature | 2015-03-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEAN W CUNNINGHAM CPA | PreparerPersonNm |
| PTIN | P00374133 | PTIN |
| Phone | 8568485545 | PhoneNum |
| Preparation | 2015-03-26 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,000 | 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 | $649 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Total Rev And Expnss | $649 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $0 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $650 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,001 | CashBOYAmt |
| Cash EOY | $13,000 | CashEOYAmt |
| Cash EOYFMV | $13,000 | CashEOYFMVAmt |
| Total Assets BOY | $13,001 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,000 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,000 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $13,001 | UnrestrictedBOYAmt |
| Unrestricted EOY | $13,000 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,001 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,000 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,001 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,000 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,001 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1 | ExcessRevenueOverExpensesAmt |
| Subtotal | $13,000 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $13,000 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $650 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,067 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.609185 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $650 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,067 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.609185 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $600 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,068 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.561798 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $300 | AdjustedQlfyDistriYr4Amt |
| Total Distribution | 1.780168 | TotalDistributionRt |
| Average Distribution | 0.593389 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,067 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $633 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $633 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $650 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
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 |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | false | AtLeast5000InAssetsInd |
| Org Report Or Register State | KY | 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 |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DR RICHARD WEAVER | IndividualWithBooksNm |
| Phone | 2707532899 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1608 SYCAMORE ST | AddressLine1Txt |
| City | MURRAY | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 420712224 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR RICHARD F WEAVER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1608 SYCAMORE ST | AddressLine1Txt |
| City | MURRAY | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 42071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | CEO | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,083 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,083 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,083 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,067 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $53 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $53 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $53 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $53 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $53 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $650 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $650 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $650 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $53 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $300 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $547 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $597 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $597 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,041 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $650 | QualifyingDistributionsAmt |
| Applied To Current Year | $53 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $597 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,638 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,638 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $300 | ExcessFromYear4Amt |
| Excess From Year3 | $547 | ExcessFromYear3Amt |
| Excess From Year2 | $597 | ExcessFromYear2Amt |
| Excess From Year1 | $597 | ExcessFromYear1Amt |
| Excess From Current Year | $597 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MURRAY STATE UNIVERSITY | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 218 WELLS HALL | AddressLine1Txt |
| City | MURRAY | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 42071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | ACTIVE | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | EDUCATIONAL | GrantOrContributionPurposeTxt |
| Amt | $650 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $650 | TotalGrantOrContriPdDurYrAmt |
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 |
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