SAPIRSTEIN STONE WEISS FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SAPIRSTEIN STONE WEISS FOUNDATION (EIN 34-6548007)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-06
- IRS object ID
- 201433109349100118
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-06T13:32:27-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSTINBARTELLWALDMAN & FITZGERALD | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 EAST 9TH STREET 920 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44114 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44144 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY WEISS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2162527300 | PhoneNum |
| Signature | 2014-10-21 | 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 | 2162527300 | PhoneNum |
| Preparation | 2014-10-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,963,597 | 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 | $215 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $215 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $215 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $190,697 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $190,697 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $190,697 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $215,115 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $809,094 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $215,115 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $406,027 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $406,027 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $190,912 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $10,667 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $10,667 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $10,667 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,850 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $37,838 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $37,838 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $37,838 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $20,038 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $20,038 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $20,038 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $5,930 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,730 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $81,323 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $74,273 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $68,543 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,050 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,069,354 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,069,354 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,150,677 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $74,273 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $68,543 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,076,404 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,744,650 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $331,754 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $122,369 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $83,127 | CashBOYAmt |
| Cash EOY | $98,313 | CashEOYAmt |
| Cash EOYFMV | $98,313 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,079,993 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $378,178 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $378,178 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $270,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $3,056,621 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,627,530 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,690,488 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,350,994 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,213,885 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,202,629 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $873,733 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $651,912 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $593,989 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,714,468 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,969,818 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,963,597 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $10,714,468 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,969,818 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,714,468 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,969,818 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,714,468 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,969,818 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,714,468 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,744,650 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,969,818 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,969,818 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VANGUARD FUND - CG DIVIDENDS | P | 2012-01-01 | 2013-12-31 | $22,250 | $0 | $22,250 | $22,250 |
| VANGUARD FUND - CG DIVIDENDS | P | 2012-01-01 | 2013-12-31 | $1,971 | $0 | $1,971 | $1,971 |
| BOTEL ASSET MGMT - CG DIVIDENDS | P | 2012-01-01 | 2013-12-31 | $31,433 | $0 | $31,433 | $31,433 |
| BOTEL ASSET MGMT | P | 2012-04-12 | 2013-12-18 | $56,843 | $50,040 | $6,803 | $6,803 |
| SMC ALTERNATIVE FUND | P | 2008-01-01 | 2013-05-17 | $29,613 | $29,613 | ||
| ARIEL FUND | P | 2008-01-01 | 2013-05-17 | $217,308 | $167,308 | $50,000 | $50,000 |
| KEYBANK 1183680 | P | 2013-01-01 | 2013-06-15 | $182,021 | $172,398 | $9,623 | $9,623 |
| KEYBANK 1183680 | P | 2011-01-01 | 2013-12-31 | $218,939 | $174,620 | $44,319 | $44,319 |
| KEYBANK 0568841 | P | 2013-01-01 | 2013-06-30 | $9,523 | $9,523 | $9,523 | |
| KEYBANK 0568841 | P | 2011-01-01 | 2013-12-31 | $39,193 | $39,193 | $39,193 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $215,115 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $202,257 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,640,558 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.017375 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $349,260 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,101,491 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.034575 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $519,240 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,375,972 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050043 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $727,830 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,779,507 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.074424 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,675,674 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,726,771 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.142893 | DistributionYr5Rt |
| Total Distribution | 0.31931 | TotalDistributionRt |
| Average Distribution | 0.063862 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,463,232 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $732,065 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,318 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $735,383 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,076,404 | 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 | $3,318 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,318 | SubtotalAmt |
| Tax Based On Investment Income | $3,318 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $48,530 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $48,530 | TotalPaymentsAndCreditsAmt |
| Overpayment | $45,212 | OverpaymentAmt |
| Applied To ES Tax | $25,000 | AppliedToESTaxAmt |
| Refund | $20,212 | RefundAmt |
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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44144 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $10,917,679 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $720,120 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,637,799 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,637,799 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $174,567 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,463,232 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $573,162 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $573,162 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,318 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,318 | TotalTaxAmt |
| Distributable Before Adj | $569,844 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $569,844 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $569,844 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,076,404 | 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 | $2,076,404 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,318 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,073,086 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $569,844 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $719,189 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $240,214 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $10,753 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $970,156 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,076,404 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $569,844 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,506,560 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,476,716 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $719,189 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,757,527 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $240,214 | ExcessFromYear4Amt |
| Excess From Year3 | $10,753 | ExcessFromYear3Amt |
| Excess From Current Year | $1,506,560 | ExcessFromCurrentYearAmt |
| 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 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44144 | ZIPCode |
| 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 (12 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FUCHS MIZRAHI SCHOOL | |||||||
| 26600 SHAKER BLVD | BEACHWOOD | OH | 44122 | NONE | PC | EDUCATIONAL SUPPORT | $2,021,446 |
| ACADEMIC STUDIES PRESS | |||||||
| 28 MONTFERN AVE | BRIGHTON | MA | 02135 | NONE | PC | EDUCATIONAL SUPPORT | $1,659 |
| CEDAR ROAD SYNAGOGUE | |||||||
| 23749 CEDAR ROAD | LYNDHURST | OH | 44122 | NONE | PC | COMMUNITY OUTREACH | $2,500 |
| CENTRAL FUND OF ISRAEL | |||||||
| 980 6TH AVE | NEW YORK | NY | 10018 | NONE | PC | OUTREACH | $3,000 |
| CLEVELAND HILLEL FOUNDATION | |||||||
| 11291 EUCLID AVE | CLEVELAND | OH | 44106 | NONE | PC | EDUCATIONAL SUPPORT | $2,000 |
| GREEN ROAD SYNAGOGUE | |||||||
| 2437 GREEN ROAD | BEACHWOOD | OH | 44122 | NONE | PC | COMMUNITY OUTREACH | $26,000 |
| HERITAGE FOUNDATION - PRESERVE JEWISH CEMETERIES | |||||||
| 616 BEDFORD AVE | BROOKLYN | NY | 11211 | NONE | PC | COMMUNITY OUTREACH | $250 |
| TORAH INSTITUTE OF BALTIMORE | |||||||
| 35 ROSEWOOD LANE | OWINGS MILLS | MD | 21117 | NONE | PC | EDUCATIONAL SUPPORT | $100 |
| THE FRIENDSHIP CIRCLE | |||||||
| 27900 GATES MILLS BLVD | PEPPER PIKE | OH | 44124 | NONE | PC | EDUCATIONAL SUPPORT | $549 |
| TALMUDICAL SOCIETY OF BALTIMORE | |||||||
| 4445 OLD COURT RD | BALTIMORE | MD | 21208 | NONE | PC | EDUCATIONAL SUPPORT | $2,350 |
| PEF ISRAEL ENDOWMENT FUNDS | |||||||
| 317 MADISON AVE | NEW YORK | NY | 10017 | NONE | PC | COMMUNITY OUTREACH | $4,000 |
| JEWISH FEDERATION OF CLEVELAND | |||||||
| 25701 SCIENCE PARK DRIVE | BEACHWOOD | OH | 44122 | NONE | PC | COMMUNITY OUTREACH | $5,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,069,354 | 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 | $215 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $190,697 | 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 |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $215,115 | 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 | $406,027 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $406,027 | 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 | $6,850 | Amt |
| Disbursements Charitable Prps | $6,850 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISRAEL BONDS | $600,000 | $600,000 |
| KEYTRUST ACCT 568841 BOND FUND | $3,613,885 | $3,602,629 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD FUNDS | $1,973,105 | $3,694,517 |
| KEYBANK 1183680 - KARPUS | $1,107,912 | $1,317,250 |
| BOTEL ASSET MANAGEMENT | $546,513 | $678,721 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ASCOT PARTNERS | $9,548 | $0 |
| GOLDMAN STRATEGIC ASIA FUND | $75,751 | $22,610 |
| SMC ALTERNATIVE FUND | $126,039 | $110,398 |
| ARIEL FUND | $440,574 | $460,981 |
Land Etc Schedule2 LandEtcSchedule2
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HOCHMAN CONSULTING | CategoryTxt |
| Legal Fees | $10,667 | LegalFeesAmt |
| Net Investment Income | $10,667 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10,667 | AdjustedNetIncomeAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| STATE OF OHIO FEES | $200 | $200 | |
| BANK FEES | $95 | $95 | |
| ASCOT PARTNERS | $5,635 | $5,635 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc |
|---|
| MADDOFF RECOVERY |
| CMS EQUITY INCOME |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMP STONE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $0 | BalanceDueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INVESTMENT COUNSEL | $15,877 | $15,877 | $15,877 |
| TRUST MANAGMENT FEES | $11,695 | $11,695 | $11,695 |
| BOTEL ASSET MGMT | $5,978 | $5,978 | $5,978 |
| KEYBANK FEES | $4,288 | $4,288 | $4,288 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| EXCISE TAX | $20,000 | $20,000 | $20,000 |
| FOREIGN TAXES | $38 | $38 | $38 |
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