SAPIRSTEIN STONE WEISS FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SAPIRSTEIN STONE WEISS FOUNDATION (EIN 34-6548007)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-13
- IRS object ID
- 201543179349102469
- 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
- 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 | 2015-11-13T21:32:39-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 10500 AMERICAN ROAD | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44144 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY WEISS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2162527300 | PhoneNum |
| Signature | 2015-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENNETH SUSTIN | PreparerPersonNm |
| PTIN | P01204018 | PTIN |
| Phone | 2166211180 | PhoneNum |
| Preparation | 2015-11-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,390,312 | 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 | $693 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $693 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $693 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $170,172 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $170,172 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $170,172 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,060,680 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,494,394 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,060,680 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $78,231 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $78,231 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $78,231 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,309,776 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,309,776 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $249,096 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $71,212 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $71,212 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $71,212 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $7,350 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $47,582 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $47,582 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $47,582 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $29,788 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $29,788 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $385 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $385 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $385 | TravConfMeetingAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $361 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $161 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $161 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $156,678 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $119,340 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $119,340 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $37,338 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $304,066 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $304,066 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $460,744 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $119,340 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $119,340 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $341,404 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $849,032 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,190,436 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $129,756 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $98,313 | CashBOYAmt |
| Cash EOY | $731,941 | CashEOYAmt |
| Cash EOYFMV | $731,941 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $378,178 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $928,600 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $928,600 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Corporate Stock BOY | $3,627,530 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,928,851 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,433,568 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,213,885 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,727,975 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,744,074 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $651,912 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,501,483 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,552,129 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,969,818 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,818,850 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,390,312 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $8,969,818 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,818,850 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,969,818 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,818,850 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,969,818 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,818,850 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,969,818 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $849,032 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,818,850 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,818,850 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| BOTEL ASSET MGMT - CGD | P | 2014-12-31 | $35,977 | $35,977 | $35,977 | |
| MERKIN SETTLEMENT | P | 2014-08-30 | $872,853 | $872,853 | $872,853 | $0 |
| BOTEL ASSET MGMT | P | $6,876 | $6,876 | $6,876 | $0 | |
| KEYBANK SALES | P | $1,586,804 | $927 | $927 | $1,585,877 | |
| VANGUARD FUND - CGD | P | 2014-12-31 | $9,282 | $9,282 | $9,282 | $0 |
| VANGUARD FUND - CGD | P | 2014-12-31 | $44,930 | $44,930 | $44,930 | $0 |
| VANGUARD FUND - CGD | P | 2014-12-31 | $25,741 | $25,741 | $25,741 | $0 |
| VANGUARD FUND - CGD | P | 2014-12-31 | $15,729 | $15,729 | $15,729 | $0 |
| KEYBANK KARPUS ACCOUNT - CGD | P | 2014-12-31 | $272 | $272 | $272 | $0 |
| KEYBANK KARPUS ACCOUNT - CGD | P | 2014-12-31 | $971 | $971 | $971 | $0 |
| KEYBANK KARPUS ACCOUNT | P | $48,950 | $7,929 | $7,929 | $41,021 | |
| KEYBANK KARPUS ACCOUNT | P | $765,252 | $22,618 | $22,618 | $742,634 | |
| KEYBANK KARPUS ACCOUNT | P | $14,232 | $1,409 | $1,409 | $12,823 | |
| KEYBANK KARPUS ACCOUNT | P | $66,525 | $15,166 | $15,166 | $51,359 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,060,680 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,073,086 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,463,232 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.180847 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $202,257 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,640,558 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.017375 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $349,260 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,101,491 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.034575 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $519,240 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,375,972 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050043 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $727,830 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,779,507 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.074424 | DistributionYr5Rt |
| Total Distribution | 0.357264 | TotalDistributionRt |
| Average Distribution | 0.071453 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,623,527 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $830,536 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $11,904 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $842,440 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $341,404 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,809 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $23,809 | SubtotalAmt |
| Tax Based On Investment Income | $23,809 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,000 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $25,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $50,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $26,191 | OverpaymentAmt |
| Applied To ES Tax | $26,191 | 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 ROAD | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44144 | 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 | ||||||
| 10500 AMERICAN ROAD | CLEVELAND | OH | 44144 | TRUSTEE/VP | 0 | $0 |
| ZEV WEISS | ||||||
| 10500 AMERICAN ROAD | CLEVELAND | OH | 44144 | TRUSTEE/TREASURER/SECRETARY | 0 | $0 |
| STEVEN TATAR | ||||||
| 10500 AMERICAN ROAD | CLEVELAND | OH | 44144 | TRUSTEE/VP | 0 | $0 |
| ELIE WEISS | ||||||
| 10500 AMERICAN ROAD | CLEVELAND | OH | 44144 | TRUSTEE/VP | 0 | $0 |
| JUDITH WEISS | ||||||
| 10500 AMERICAN ROAD | CLEVELAND | OH | 44144 | 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 | $10,265,311 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,535,224 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,800,535 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,800,535 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $177,008 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,623,527 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $581,176 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $581,176 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,809 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,809 | TotalTaxAmt |
| Distributable Before Adj | $557,367 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $557,367 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $557,367 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $341,404 | 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 | $341,404 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $341,404 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $557,367 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $240,214 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $10,753 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $1,506,560 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,757,527 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $341,404 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $341,404 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $215,963 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $215,963 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,541,564 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $24,251 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,517,313 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,753 | ExcessFromYear4Amt |
| Excess From Year1 | $1,506,560 | ExcessFromYear1Amt |
| 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 | 10500 AMERICAN ROAD | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44144 | 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 (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HEBREW ACADEMY OF CLEVELAND | |||||||
| 1860 SOUTH TAYLOR ROAD | CLEVELAND | OH | 44118 | NONE | PC | EDUCATIONAL SUPPORT | $900 |
| JEWISH FEDERATION OF PALM BEACH COUNTY | |||||||
| 4601 COMMUNITY DRIVE | WEST PALM BEACH | FL | 33417 | NONE | PC | EDUCATIONAL SUPPORT | $12,000 |
| GREEN ROAD SYNAGOGUE | |||||||
| 2437 GREEN ROAD | BEACHWOOD | OH | 44122 | NONE | PC | COMMUNITY OUTREACH | $1,000 |
| TALMUDICAL SOCIETY OF BALTIMORE | |||||||
| 4445 OLD COURT RD | BALTIMORE | MD | 21208 | NONE | PC | EDUCATIONAL SUPPORT | $12,500 |
| KOLLEL YAD CHAIM MORDECHAI | |||||||
| 2573 LARCHMONT DRIVE | BEACHWOOD | OH | 44122 | NONE | PC | COMMUNITY OUTREACH | $500 |
| JEWISH FEDERATION OF CLEVELAND | |||||||
| 25701 SCIENCE PARK DRIVE | BEACHWOOD | OH | 44122 | NONE | PC | COMMUNITY OUTREACH | $277,166 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $304,066 | 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 | $693 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $170,172 | 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 | $78,231 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,060,680 | 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 | $1,309,776 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,309,776 | 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 | $7,350 | Amt |
| Disbursements Charitable Prps | $7,350 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISRAEL BONDS | $700,000 | $699,812 |
| KEYTRUST ACCT 568841 BOND FUND | $2,027,975 | $2,044,262 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD FUNDS | $2,133,255 | $4,290,061 |
| KEYBANK 1183680 - KARPUS | $1,207,757 | $1,423,960 |
| BOTEL ASSET MANAGEMENT | $587,839 | $719,547 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ASCOT PARTNERS | $13,798 | $0 |
| GOLDMAN STRATEGIC ASIA FUND | $34,174 | $17,147 |
| SMC ALTERNATIVE FUND | $91,168 | $68,887 |
| ARIEL FUND | $362,343 | $461,247 |
| WORTH VENTURE FUNDS | $1,000,000 | $1,004,848 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| HOCHMAN CONSULTING | $10,667 | $10,667 | $10,667 |
| BRICKMAN & BAMBERGER | $60,545 | $60,545 | $60,545 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| STATE OF OHIO FEES | $200 | $200 | ||
| BANK FEES | $142 | $142 | $142 | |
| ASCOT PARTNERS | $19 | $19 | $19 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ARIEL FUND | Desc |
| Revenue And Expenses Per Books | $78,231 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $78,231 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $78,231 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INVESTMENT COUNSEL | $24,886 | $24,886 | $24,886 |
| TRUST MANAGMENT FEES | $15,217 | $15,217 | $15,217 |
| BOTEL ASSET MGMT | $7,005 | $7,005 | $7,005 |
| KEYBANK FEES | $474 | $474 | $474 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $29,788 | Amt |
| Disbursements Charitable Prps | $29,788 | DisbursementsCharitablePrpsAmt |
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