THE JAMES WEILAND FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
THE JAMES WEILAND FAMILY FOUNDATION (EIN 20-1413988)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-08-07
IRS object ID
201542199349100504
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

FieldValueIRS element (for citing)
Return2015-08-07T08:56:25-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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 WEILANDPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4402485202PhoneNum
Signature2015-07-14SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT S HALLIDAY CPAPreparerPersonNm
PTINP00062997PTIN
Phone4402485202PhoneNum
Preparation2015-07-16PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$45,522FMVAssetsEOYAmt
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$14OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$14OtherProfFeesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$14TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$14TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$77,550ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$77,550ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$77,564TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$77,564TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$22,436ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$23,086CashBOYAmt
Cash EOY$45,522CashEOYAmt
Cash EOYFMV$45,522CashEOYFMVAmt
Total Assets BOY$23,086TotalAssetsBOYAmt
Total Assets EOY$45,522TotalAssetsEOYAmt
Total Assets EOYFMV$45,522TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$23,086UnrestrictedBOYAmt
Unrestricted EOY$45,522UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$23,086TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$45,522TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$23,086TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$45,522TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$23,086TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$22,436ExcessRevenueOverExpensesAmt
Subtotal$45,522SubtotalAmt
Tot Net Ast Or Fund Balances EOY$45,522TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$37,811AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$28,096NetVlNoncharitableAssetsYr1Amt
Distribution Yr11.345779DistributionYr1Rt
Adjusted Qlfy Distri Yr2$16,114AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$44,715NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.360371DistributionYr2Rt
Adjusted Qlfy Distri Yr3$13,160AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$29,817NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.441359DistributionYr3Rt
Adjusted Qlfy Distri Yr4$6,903AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$8,089NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.853381DistributionYr4Rt
Adjusted Qlfy Distri Yr5$25,832AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$19,471NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.326691DistributionYr5Rt
Total Distribution4.327581TotalDistributionRt
Average Distribution0.865516AverageDistributionRt
Net Vl Noncharitable Assets$26,541NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$22,972AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$22,972AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$77,564QualifyingDistributionsAmt

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
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
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$26,945AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$26,945TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$26,945AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$404CashDeemedCharitableAmt
Net Vl Noncharitable Assets$26,541NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,327MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,327MinimumInvestmentReturnAmt
Distributable Before Adj$1,327DistributableBeforeAdjAmt
Distributable Before Ded$1,327DistributableBeforeDedAmt
Distributable As Adjusted$1,327DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$77,564ExpensesAndContributionsAmt
Qualifying Distributions$77,564QualifyingDistributionsAmt
Adjusted Qualifying Distri$77,564AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,327DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$24,858ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$6,499ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$11,669ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$13,878ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$36,406ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$93,310TotalExcessDistributionCyovAmt
Qualifying Distributions$77,564QualifyingDistributionsAmt
Applied To Current Year$1,327AppliedToCurrentYearAmt
Remaining Distri From Corpus$76,237RemainingDistriFromCorpusAmt
Total Corpus$169,547TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$24,858ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$144,689ExcessDistriCyovToNextYrAmt
Excess From Year4$6,499ExcessFromYear4Amt
Excess From Year3$11,669ExcessFromYear3Amt
Excess From Year2$13,878ExcessFromYear2Amt
Excess From Year1$36,406ExcessFromYear1Amt
Excess From Current Year$76,237ExcessFromCurrentYearAmt

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$200
20X20X20
20X20X20POBOX 96669PO BOX 96669WASHINGTONDC200906055NONEPUBLIC CHARIDONEE'S STATED PURPOSE$300
CLEVELAND ANIMAL PROTECTIVE LEAGUE
CLEVELAND ANIMAL PROCTIVE LEAGUE1729 WILLEY AVENUE1729 WILLEY AVENUECLEVELANDOH44136NONEPUB CHARITYDONEE'S STATED PURPOSE$4,000
HUMANE SOCIETY CLEVELAND
HUMANE SOCIETY CLEVELAND1729 WILLEY AVE1729 WILLEY AVECLEVELANDOH44113NONEPUB CHARITYDONEE'S STATED PURPOSE$5,300
EDNA HOUSE
EDNA HOUSE2007 W 65TH ST2007 W 65TH STCLEVELANDOH44102NONEPUB CHARITYDONEE'S STATED PURPOSE$250
CORNERSTONE OF HOPE
CORNERSTONE OF HOPE5905 BRECKSVILLE RD5905 BRECKSVILLE RDINDEPENDENCEOH44131NONEPUB CHARITYDONEE'S STATED PURPOSE$7,500
MEALS ON WHEELS
MEALS ON WHEELS413 NORTH STREET413 NORTH STREETALEXANDRIAVA22314NONEPUB CHARITYDONEE'S STATED PURPOSE$5,000
PETA
PETA501 FRONT STREET501 FRONT STREETNORFOLKVA23510NONEPUB CHARITYDONEE'S STATED PURPOSE$25,000
FARM SANCTUARY
FARM SANCTUARY5623 NEW MILFORD RD5623 NEW MILFORD RDRAVENNAOH44266NONEPUB CHARITYDONEE'S STATED PURPOSE$10,000
ASCPA
ASCPAPO BOX 96929PO BOX 96929WASHINGTONDC200906929NONEPUB CHARITYDONEE'S STATED PURPOSE$5,000
ANIMAL LEGAL DEFENSE FUND
ANIMAL LEGAL DEFENSE FUND170 E COTATI AVENUE170 E COTATI AVENUECOTATICA94931NONEPUB CHARITYDONEE'S STATED PURPOSE$1,000
BEST FRIEND ANIMAL SOCIETY
BEST FRIEND ANIMAL SOCIETY500 ANGEL CANYON RD500 ANGEL CANYON RDKANAHUT84741NONEPUB CHARITYDONEE'S STATED PURPOSE$5,000
DEFENDERS OF WILDLIFE
DEFENDERS OF WILDLIFE1130 17TH STREET NW1130 17TH STREET NWWASHINGTONDC20035NONEPUB CHARITYDONEE'S STATED PURPOSE$5,000
FOUR CORNER EQUINE RESCUE
FOUR CORNER EQUINE RESCUE22 RD 333422 RD 3334AZTECNM87410NONEPUB CHARITYDONEE'S STATED PURPOSE$2,000
GENTLE GIANT RESCUE
GENTLE GIANT RESCUE4867 PEDELLY AVENUE4867 PEDELLY AVENUENORCOCA92861NONEPUB CHARITYDONEE'S STATED PURPOSE$1,000
NE OHIO SPCA
NE OHIO SPCA9555 BROOKPARK RD9555BROOKPARK RDCLEVELANDOH44129NONEPUB CHARITYDONEE'S STATED PURPOSE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$77,550TotalGrantOrContriPdDurYrAmt

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$14Amt
Disbursements Charitable Prps$14DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonFRANCIS DAVID CORPORATIONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15005 ROCKSIDE ROAD PH 100AddressLine1Txt
CityINDEPENDENCECityNm
State AbbreviationOHStateAbbreviationCd
ZIP44131ZIPCd

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