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THE JAMES WEILAND FAMILY FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
THE JAMES WEILAND FAMILY FOUNDATION (EIN 20-1413988)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-11-17
IRS object ID
201423219349100117
Schema version
2013v3.1
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)
Return2014-11-17T10:03:35-06:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN264007533PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1THE ROBERT HALLIDAY CO LTDBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line131320 SOLON ROAD SUITE 19AddressLine1
CitySOLONCity
StateOHState
ZIP Code44139ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201413988EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE JFW FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlJFWFBusinessNameControlTxt
Phone4402485202PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line130126 ST IVESAddressLine1
CityWESTLAKECity
StateOHState
ZIP Code44145ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES WEILANDPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4402485202PhoneNum
Signature2014-05-12SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT S HALLIDAY CPAPreparerPersonNm
PTINP00062997PTIN
Phone4402485202PhoneNum
Preparation2014-11-03PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$23,086FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$30,000ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$30,000TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$1,111OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$1,111OtherProfFeesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,111TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,111TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$36,700ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$36,700ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$37,811TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$37,811TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$7,811ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$30,897CashBOYAmt
Cash EOY$23,086CashEOYAmt
Cash EOYFMV$23,086CashEOYFMVAmt
Total Assets BOY$30,897TotalAssetsBOYAmt
Total Assets EOY$23,086TotalAssetsEOYAmt
Total Assets EOYFMV$23,086TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$30,897UnrestrictedBOYAmt
Unrestricted EOY$23,086UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$30,897TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$23,086TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$30,897TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$23,086TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$30,897TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$7,811ExcessRevenueOverExpensesAmt
Subtotal$23,086SubtotalAmt
Tot Net Ast Or Fund Balances EOY$23,086TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$16,114AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$44,715NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.360371DistributionYr1Rt
Adjusted Qlfy Distri Yr2$13,160AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$29,817NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.441359DistributionYr2Rt
Adjusted Qlfy Distri Yr3$6,903AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$8,089NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.853381DistributionYr3Rt
Adjusted Qlfy Distri Yr4$25,832AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$19,471NetVlNoncharitableAssetsYr4Amt
Distribution Yr41.326691DistributionYr4Rt
Adjusted Qlfy Distri Yr5$504AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$243NetVlNoncharitableAssetsYr5Amt
Distribution Yr52.074074DistributionYr5Rt
Total Distribution5.055876TotalDistributionRt
Average Distribution1.011175AverageDistributionRt
Net Vl Noncharitable Assets$28,096NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$28,410AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$28,410AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$37,811QualifyingDistributionsAmt

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
Website AddressN/AWebsiteAddressTxt
Individual With BooksJAMES F WEILANDIndividualWithBooksNm
Phone2165240900PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line130126 ST IVESAddressLine1
Address Line230126 ST IVESAddressLine2
CityWESTLAKECity
StateOHState
ZIP Code44145ZIPCode
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/AddressLine1Address Line2USAddress/AddressLine2CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage 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$28,524AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$28,524TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$28,524AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$428CashDeemedCharitableAmt
Net Vl Noncharitable Assets$28,096NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,405MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,405MinimumInvestmentReturnAmt
Distributable Before Adj$1,405DistributableBeforeAdjAmt
Distributable Before Ded$1,405DistributableBeforeDedAmt
Distributable As Adjusted$1,405DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$37,811ExpensesAndContributionsAmt
Qualifying Distributions$37,811QualifyingDistributionsAmt
Adjusted Qualifying Distri$37,811AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,405DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$492ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$24,858ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$6,499ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$11,669ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$13,878ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$57,396TotalExcessDistributionCyovAmt
Qualifying Distributions$37,811QualifyingDistributionsAmt
Applied To Current Year$1,405AppliedToCurrentYearAmt
Remaining Distri From Corpus$36,406RemainingDistriFromCorpusAmt
Total Corpus$93,802TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$492ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$93,310ExcessDistriCyovToNextYrAmt
Excess From Year4$24,858ExcessFromYear4Amt
Excess From Year3$6,499ExcessFromYear3Amt
Excess From Year2$11,669ExcessFromYear2Amt
Excess From Year1$13,878ExcessFromYear1Amt
Excess From Current Year$36,406ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2Address Line1RecipientUSAddress/AddressLine1Address Line2RecipientUSAddress/AddressLine2CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient 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
PETA VANGUARD SOCIETY
PETA VANGUARD SOCIETY501 FRONT STREET501 FRONT STREETNORFOLKVA23510NONREPUBLIC CHARIDONEE'S STATED PURPOSE$25,000
CLEVELAND FOOD BANK
CLEVELAND FOOD BANK15500 SO WATERLOO RD15500 SO WATERLOO RDCLEVELANDOH44110NONEPUB CHARITYDONEE'S STATED PURPOSE$2,000
HUMANE SOCIETY CLEVELAND
HUMANE SOCIETY CLEVELAND1729 WILLEY AVE1729 WILLEY AVECLEVELANDOH44113NONEPUB CHARITYDONEE'S STATED PURPOSE$3,600
EDNA HOUSE
EDNA HOUSE2007 W 65TH ST2007 W 65TH STCLEVELANDOH44102NONEPUB CHARITYDONEE'S STATED PURPOSE$1,000
FARM SANCTUARY
FARM SANCTUARY5623 NEW MILFORD RD5623 NEW MILFORD RDRAVENNAOH44266NONEPUB CHARITYDONEE'S STATED PURPOSE$2,000
ASCPA WEB
ASCPA WEBPO BOX 96929PO BOX 96929WASHINGTONDC200906929NONEPUB CHATITYDONEE'S STATED PURPOSE$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$36,700TotalGrantOrContriPdDurYrAmt

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 PersonFRANCIS DAVID CORPORATIONContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line15005 ROCKSIDE ROAD PH100AddressLine1
CityINDEPENDENCECity
StateOHState
ZIP Code44131ZIPCode
FieldValueIRS element (for citing)
Total Contributions$30,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (2 entries)

JAMES F WEILAND
FREDERICK N WIDEN

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK SERVICE CHARGE$11$11
ACCOUNTING FEES$1,100$1,100

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 100AddressLine1
CityINDEPENDENCECity
StateOHState
ZIP Code44131ZIPCode

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