RICHARD F WEAVER AND JANICE FWEAVER EDUCATIONAL TRUST INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD F WEAVER AND JANICE FWEAVER EDUCATIONAL TRUST INC (EIN 20-8486438)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-04-01
- IRS object ID
- 201320919349100207
- Schema version
- 2012v2.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-04-01T19:39:53-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEAN W CUNNINGHAM CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1162 COOPER ST | AddressLine1 |
| City | DEPTFORD | City |
| State | NJ | State |
| ZIP Code | 08096 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208486438 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD F WEAVER & JANICE F WEAVER | BusinessNameLine1 |
| Business Name Line2 | EDUCATIONAL TRUST INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | RICH | NameControl |
| Phone | 2707532899 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1608 SYCAMORE ST | AddressLine1 |
| City | MURRAY | City |
| State | KY | State |
| ZIP Code | 42071 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DR RICHARD F WEAVER | Name |
| Title | CEO | Title |
| Phone | 2707532899 | Phone |
| Date Signed | 2013-03-24 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DEAN W CUNNINGHAM CPA | Name |
| Phone | 8568485545 | Phone |
| Date Prepared | 2013-03-24 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 12999 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 650 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Total Revenue And Expenses | 650 | TotalRevenueAndExpenses |
| Total Net Investment Income | 0 | TotalNetInvestmentIncome |
| Tot Opr Expenses Rev And Expnss | 0 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 650 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 650 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 650 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 650 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 0 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 12999 | CashBOY |
| Cash EOY | 12999 | CashEOY |
| Cash EOYFMV | 12999 | CashEOYFMV |
| Total Assets BOY | 12999 | TotalAssetsBOY |
| Total Assets EOY | 12999 | TotalAssetsEOY |
| Total Assets EOYFMV | 12999 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 12999 | UnrestrictedBOY |
| Unrestricted EOY | 12999 | UnrestrictedEOY |
| Total Net Assets BOY | 12999 | TotalNetAssetsBOY |
| Total Net Assets EOY | 12999 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 12999 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 12999 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 12999 | TotalNetAssetsFundBalancesBOY |
| Subtotal | 12999 | Subtotal |
| Total Net Assets Fund Balances EOY | 12999 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 600 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1068 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.561798 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 300 | QualifyingDistributionsYear2 |
| Total Distribution Ratio | 0.561798 | TotalDistributionRatio |
| Average Distribution Ratio | 0.561798 | AverageDistributionRatio |
| Net Noncharitable Assets | 1067 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 599 | AdjustedNoncharitableAssets |
| Adj Nonchrtbl Assets And One | 599 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 650 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| States Filed With | KY | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | DR RICHARD WEAVER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2707532899 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1608 SYCAMORE ST | AddressLine1 |
| City | MURRAY | City |
| State | KY | State |
| ZIP Code | 42071 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | DR RICHARD F WEAVER | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1608 SYCAMORE ST | AddressLine1 |
| City | MURRAY | City |
| State | KY | State |
| ZIP Code | 42071 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | CEO | Title |
| Avg Hours Per Wk Devoted To Position | 2.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1083 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1083 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 1083 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 16 | CashDeemedCharitable |
| Net Noncharitable Assets | 1067 | NetNoncharitableAssets |
| Minimum Investment Return | 53 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 53 | MinimumInvestmentReturn |
| Distributable Amount Before Adj | 53 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 53 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 53 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 650 | ExpensesAndContributions |
| Qualifying Distributions | 650 | QualifyingDistributions |
| Adj Qualifying Distributions | 650 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 53 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year2 | 300 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 547 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 847 | TotalExcessDistriCarryover |
| Qualifying Distributions | 650 | QualifyingDistributions |
| Applied To Current Year | 53 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 597 | RemainingDistriFromCorpus |
| Total Corpus | 1444 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 1444 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 300 | ExcessFromYear2 |
| Excess From Year1 | 547 | ExcessFromYear1 |
| Excess From Current Year | 597 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | MURRAY STATE UNIVERSITY | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 106 ADVANCEMENT CENTER | AddressLine1 |
| City | MURRAY | City |
| State | KY | State |
| ZIP Code | 42071 | ZIPCode |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MURRAY STATE UNIVERSITY | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 218 WELLS HALL | AddressLine1 |
| City | MURRAY | City |
| State | KY | State |
| ZIP Code | 42071 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationship |
| Recipient Foundation Status | ACTIVE | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | EDUCATIONAL | PurposeOfGrantOrContribution |
| Amount | $650 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 650 | TotGrantOrContriPaidDuringYear |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Compensation Explanation CompensationExplanation
Compensation Compensation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | DR RICHARD F WEAVER | PersonName |
Comments