THE JAMES WEILAND FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE JAMES WEILAND FAMILY FOUNDATION (EIN 20-1413988)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-14
- IRS object ID
- 201241359349102704
- Schema version
- 2011v1.2
- 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
- Schedule B
- Compensation Explanation
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T15:41:12-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROBERT HALLIDAY CO LTD | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31320 SOLON ROAD SUITE 19 | AddressLine1 |
| City | SOLON | City |
| State | OH | State |
| ZIP Code | 44139 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201413988 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JFW FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JFWF | NameControl |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30126 ST IVES | AddressLine1 |
| City | WESTLAKE | City |
| State | OH | State |
| ZIP Code | 44145 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES WEILAND | Name |
| Title | PRESIDENT | Title |
| Date Signed | 2012-05-11 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT S HALLIDAY CPA | Name |
| Phone | 4402485202 | Phone |
| Date Prepared | 2012-05-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 47011 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 30000 | ContriReceivedRevAndExpnss |
| Total Revenue And Expenses | 30000 | TotalRevenueAndExpenses |
| Total Net Investment Income | 0 | TotalNetInvestmentIncome |
| Other Prof Fees Rev And Expnss | 910 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Dsbrs Chrtbl Prps | 910 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 50 | TaxesRevAndExpnss |
| Taxes Dsbrs Chrtbl Prps | 50 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 960 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 960 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 12200 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 12200 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 13160 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 13160 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 16840 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 30171 | CashBOY |
| Cash EOY | 47011 | CashEOY |
| Cash EOYFMV | 47011 | CashEOYFMV |
| Total Assets BOY | 30171 | TotalAssetsBOY |
| Total Assets EOY | 47011 | TotalAssetsEOY |
| Total Assets EOYFMV | 47011 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 30171 | UnrestrictedBOY |
| Unrestricted EOY | 47011 | UnrestrictedEOY |
| Total Net Assets BOY | 30171 | TotalNetAssetsBOY |
| Total Net Assets EOY | 47011 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 30171 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 47011 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 30171 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 16840 | ExcessOfRevenueOverExpenses |
| Subtotal | 47011 | Subtotal |
| Total Net Assets Fund Balances EOY | 47011 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 6903 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 8089 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.853381 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 25832 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 19471 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 1.326691 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 504 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 243 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 2.074074 | DistributionRatioYear3 |
| Total Distribution Ratio | 4.254146 | TotalDistributionRatio |
| Average Distribution Ratio | 1.418049 | AverageDistributionRatio |
| Net Noncharitable Assets | 29817 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 42282 | AdjustedNoncharitableAssets |
| Adj Nonchrtbl Assets And One | 42282 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 13160 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
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 |
| States Filed With | OH | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | JAMES F WEILAND | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2165240900 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30126 ST IVES | AddressLine1 |
| Address Line2 | 30126 ST IVES | AddressLine2 |
| City | WESTLAKE | City |
| State | OH | State |
| ZIP Code | 44145 | ZIPCode |
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 |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|---|
| JAMES F WEILAND | |||||||||
| 30126 ST IVES | 30126 ST IVES | WESTLAKE | OH | 44145 | PRESIDENT | 0.10 | 0 | 0 | 0 |
| FREDERICK N WIDEN | |||||||||
| 1660 WEST SECOND STREET STE 1100 | 1660 WEST SECOND STREET STE 1100 | CLEVELAND | OH | 441141583 | TRUSTEE | 0.10 | 0 | 0 | 0 |
| 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 | 30271 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 30271 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 30271 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 454 | CashDeemedCharitable |
| Net Noncharitable Assets | 29817 | NetNoncharitableAssets |
| Minimum Investment Return | 1491 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1491 | MinimumInvestmentReturn |
| Distributable Amount Before Adj | 1491 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 1491 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 1491 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 13160 | ExpensesAndContributions |
| Qualifying Distributions | 13160 | QualifyingDistributions |
| Adj Qualifying Distributions | 13160 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1491 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year3 | 492 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 24858 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 6499 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 31849 | TotalExcessDistriCarryover |
| Qualifying Distributions | 13160 | QualifyingDistributions |
| Applied To Current Year | 1491 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 11669 | RemainingDistriFromCorpus |
| Total Corpus | 43518 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 43518 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 492 | ExcessFromYear3 |
| Excess From Year2 | 24858 | ExcessFromYear2 |
| Excess From Year1 | 6499 | ExcessFromYear1 |
| Excess From Current Year | 11669 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|---|---|
| WOMEN FOR WOMEN INTERNATIONAL | |||||||||
| WOMEN FOR WOMEN INTERNATIONAL | 4455 CONNECTICUT AVE NW | 4455 CONNECTICUT AVE NW | WASHINGTON | DC | 20008 | NONE | PUBLIC CHARI | DONEE'S STATED PURPOSE | $1,200 |
| PETA VANGUARD SOCIETY | |||||||||
| PETA VANGUARD SOCIETY | 501 FRONT ST | 501 FRONT ST | NORFOLK | VA | 23510 | NONE | PUBLIC CHARI | DONEE'S STATED PURPOSE | $10,000 |
| CHILDREN'S FREE CARE FUND | |||||||||
| CHILDREN'S FREE CARD FUND | 119 GAMMA DRIVE | 119 GAMMA DRIVE | PITTSBURGH | PA | 15238 | NONE | PUBLIC CHARI | DONEE'S STATED PURPOSE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 12200 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | FRANCIS DAVID CORPORATION | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5005 ROCKSIDE ROAD PH100 | AddressLine1 |
| City | INDEPENDENCE | City |
| State | OH | State |
| ZIP Code | 44131 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 30000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Compensation Explanation CompensationExplanation
Compensation Compensation (2 entries)
| JAMES F WEILAND |
| FREDERICK N WIDEN |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| BANK SERVICE CHARGE | $10 | 10 |
| ACCOUNTING FEES | $900 | 900 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | FRANCIS DAVID CORPORATION | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5005 ROCKSIDE ROAD PH 100 | AddressLine1 |
| City | INDEPENDENCE | City |
| State | OH | State |
| ZIP Code | 44131 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STATE ANNUAL FEE | Category |
| Amount | $50 | Amount |
| Disbursements Charitable Prps | 50 | DisbursementsCharitablePrps |
Comments