MARVIN AND MILDRED WEISS FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MARVIN AND MILDRED WEISS FAMILY FOUNDATION (EIN 35-2049581)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-04-23
- IRS object ID
- 201341139349100314
- 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
- Form 990-PF
- Accounting Fees Schedule
- Compensation Explanation
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-04-23T12:42:51-05:00 | 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 | KUTCHINS ROBBINS & DIAMOND LTD | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 PERIMETER DR STE 760 | AddressLine1 |
| City | SCHAUMBURG | City |
| State | IL | State |
| ZIP Code | 60173 | 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 | 352049581 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARVIN & MILDRED WEISS FAMILY | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MARV | NameControl |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9101 TAFT STREET | AddressLine1 |
| City | MERRILLVILLE | City |
| State | IN | State |
| ZIP Code | 46410 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DONALD WEISS | Name |
| Title | DIRECTOR | Title |
| Date Signed | 2013-03-31 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MITCHELL KNOPOFF | Name |
| Phone | 8472401040 | Phone |
| Date Prepared | 2013-04-10 | DatePrepared |
| 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 | 36799 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1000 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 20 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 20 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 20 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 1 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 1 | DividendsAdjNetIncm |
| Total Revenue And Expenses | 1021 | TotalRevenueAndExpenses |
| Total Net Investment Income | 21 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 21 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 600 | AccountingFeesRevAndExpnss |
| Other Prof Fees Rev And Expnss | 961 | OtherProfFeesRevAndExpnss |
| Other Expenses Rev And Expnss | 220 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 1781 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 0 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 0 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1781 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 0 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -760 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 21 | NetInvestmentIncome |
| Adjusted Net Income | 21 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 37559 | CashBOY |
| Cash EOY | 36799 | CashEOY |
| Cash EOYFMV | 36799 | CashEOYFMV |
| Total Assets BOY | 37559 | TotalAssetsBOY |
| Total Assets EOY | 36799 | TotalAssetsEOY |
| Total Assets EOYFMV | 36799 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 37559 | RetainedEarningsBOY |
| Retained Earnings EOY | 36799 | RetainedEarningsEOY |
| Total Net Assets BOY | 37559 | TotalNetAssetsBOY |
| Total Net Assets EOY | 36799 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 37559 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 36799 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 37559 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -760 | ExcessOfRevenueOverExpenses |
| Subtotal | 36799 | Subtotal |
| Total Net Assets Fund Balances EOY | 36799 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Noncharitable Assets Year1 | 32209 | NoncharitableAssetsYear1 |
| Qualifying Distributions Year2 | 19999 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 51024 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.391953 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 21497 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 53326 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.403124 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 4850 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 57356 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.084560 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 17353 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 57275 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.302977 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.182614 | TotalDistributionRatio |
| Average Distribution Ratio | 0.295654 | AverageDistributionRatio |
| Net Noncharitable Assets | 36247 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 10717 | AdjustedNoncharitableAssets |
| Adj Nonchrtbl Assets And One | 10717 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 0 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
| Est Tax Payments And Overpayment | 780 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 780 | TotalCreditsAndPayments |
| Overpayment | 780 | Overpayment |
| Amount Credited To Next Year | 100 | AmountCreditedToNextYear |
| Amount To Be Refunded | 680 | AmountToBeRefunded |
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 |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | NONE | WebsiteAddress |
| Books In Care Of Person Name | DONALD WEISS | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2196506015 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9101 TAFT STREET | AddressLine1 |
| City | MERRILLVILLE | City |
| State | IN | State |
| ZIP Code | 46410 | 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 | DONALD WEISS | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9101 TAFT STREET | AddressLine1 |
| City | MERRILLVILLE | City |
| State | IN | State |
| ZIP Code | 46410 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIRECTOR | Title |
| Avg Hours Per Wk Devoted To Position | 1.00 | 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 | 36799 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 36799 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 36799 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 552 | CashDeemedCharitable |
| Net Noncharitable Assets | 36247 | NetNoncharitableAssets |
| Minimum Investment Return | 1812 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1812 | MinimumInvestmentReturn |
| Distributable Amount Before Adj | 1812 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 1812 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 1812 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 0 | ExpensesAndContributions |
| Qualifying Distributions | 0 | QualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1812 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 14537 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 2008 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 18837 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 17450 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 52832 | TotalExcessDistriCarryover |
| Excess Distri Cyov App CY Corpus | 1812 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 1812 | ExcessDistriCyovAppliedCY |
| Total Corpus | 51020 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 12725 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 38295 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 2008 | ExcessFromYear4 |
| Excess From Year3 | 18837 | ExcessFromYear3 |
| Excess From Year2 | 17450 | ExcessFromYear2 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $20 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Exclusion Code | 14 | ExclusionCode |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $21 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 21 | TotalPartXVIA |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $600 | Amount |
Compensation Explanation CompensationExplanation
Compensation Compensation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | DONALD WEISS | PersonName |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| EXPENSES | |
| BANK CHARGES | 220 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | Category |
| Amount | $961 | Amount |
Comments