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MARVIN AND MILDRED WEISS FAMILY FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
MARVIN AND MILDRED WEISS FAMILY FOUNDATION (EIN 35-2049581)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-05-09
IRS object ID
201131299349100333
Schema version
2010v3.2
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-05-09T11:40:57-05:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1KUTCHINS ROBBINS & DIAMOND LTDBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11101 PERIMETER DR STE 760AddressLine1
CitySCHAUMBURGCity
StateILState
ZIP Code60173ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN352049581EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1MARVIN & MILDRED WEISS FAMILYBusinessNameLine1
Business Name Line2FOUNDATION INCBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlMARVNameControl

US Address USAddress

FieldValueIRS element (for citing)
Address Line19101 TAFT STREETAddressLine1
CityMERRILLVILLECity
StateINState
ZIP Code46410ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameDONALD WEISSName
TitleDIRECTORTitle
Date Signed2011-05-03DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameMITCHELL KNOPOFFName
Phone8472401040Phone
Date Prepared2011-05-05DatePrepared
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY32338FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss4InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm4InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm4InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss68DividendsRevAndExpnss
Dividends Net Invst Incm68DividendsNetInvstIncm
Dividends Adj Net Incm68DividendsAdjNetIncm
Total Revenue And Expenses72TotalRevenueAndExpenses
Total Net Investment Income72TotalNetInvestmentIncome
Total Adjusted Net Income72TotalAdjustedNetIncome
Other Prof Fees Rev And Expnss148OtherProfFeesRevAndExpnss
Taxes Rev And Expnss7TaxesRevAndExpnss
Other Expenses Rev And Expnss213OtherExpensesRevAndExpnss
Tot Opr Expenses Rev And Expnss368TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss20000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps20000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss20368TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps20000TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-20296ExcessOfRevenueOverExpenses
Net Investment Income72NetInvestmentIncome
Adjusted Net Income72AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY52634CashBOY
Cash EOY32338CashEOY
Cash EOYFMV32338CashEOYFMV
Total Assets BOY52634TotalAssetsBOY
Total Assets EOY32338TotalAssetsEOY
Total Assets EOYFMV32338TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY52634RetainedEarningsBOY
Retained Earnings EOY32338RetainedEarningsEOY
Total Net Assets BOY52634TotalNetAssetsBOY
Total Net Assets EOY32338TotalNetAssetsEOY
Total Liabilities Net Assets BOY52634TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY32338TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY52634TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-20296ExcessOfRevenueOverExpenses
Subtotal32338Subtotal
Total Net Assets Fund Balances EOY32338TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year121497QualifyingDistributionsYear1
Noncharitable Assets Year153326NoncharitableAssetsYear1
Distribution Ratio Year10.403124DistributionRatioYear1
Qualifying Distributions Year24850QualifyingDistributionsYear2
Noncharitable Assets Year257356NoncharitableAssetsYear2
Distribution Ratio Year20.084560DistributionRatioYear2
Qualifying Distributions Year317353QualifyingDistributionsYear3
Noncharitable Assets Year357275NoncharitableAssetsYear3
Distribution Ratio Year30.302977DistributionRatioYear3
Qualifying Distributions Year443765QualifyingDistributionsYear4
Noncharitable Assets Year494249NoncharitableAssetsYear4
Distribution Ratio Year40.464355DistributionRatioYear4
Qualifying Distributions Year550812QualifyingDistributionsYear5
Noncharitable Assets Year5103668NoncharitableAssetsYear5
Distribution Ratio Year50.490142DistributionRatioYear5
Total Distribution Ratio1.745158TotalDistributionRatio
Average Distribution Ratio0.349032AverageDistributionRatio
Net Noncharitable Assets51024NetNoncharitableAssets
Adjusted Noncharitable Assets17809AdjustedNoncharitableAssets
One Percent Net Investment Income1OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One17810AdjNonchrtblAssetsAndOnePct
Qualifying Distributions20000QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax1InvestmentIncomeExciseTax
Subtotal1Subtotal
Tax Based On Investment Income1TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment782EstTaxPaymentsAndOverpayment
Total Credits And Payments782TotalCreditsAndPayments
Overpayment781Overpayment
Amount Credited To Next Year781AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressNONEWebsiteAddress
Books In Care Of Person NameMARVIN WEISSBooksInCareOfPersonName
Books In Care Of Phone Number2196506015BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line19101 TAFT STREETAddressLine1
CityMERRILLVILLECity
StateINState
ZIP Code46410ZIPCode

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
MARVIN WEISS
4735 BOCAIREBOCA RATONFL33487DIRECTOR1.00000
DONALD WEISS
9101 TAFT STREETMERRILLVILLEIN46410DIRECTOR1.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances51801AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets51801TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets51801AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable777CashDeemedCharitable
Net Noncharitable Assets51024NetNoncharitableAssets
Minimum Investment Return2551MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return2551MinimumInvestmentReturn
Tax Based On Investment Income1TaxBasedOnInvestmentIncome
Total Tax1TotalTax
Distributable Amount Before Adj2550DistributableAmountBeforeAdj
Distributable Amount Before Ded2550DistributableAmountBeforeDed
Distributable Amount As Adjusted2550DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions20000ExpensesAndContributions
Qualifying Distributions20000QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm1OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions19999AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted2550DistributableAmountAsAdjusted
Excess Distri Carryover Year545661ExcessDistriCarryoverYear5
Excess Distri Carryover Year439063ExcessDistriCarryoverYear4
Excess Distri Carryover Year314537ExcessDistriCarryoverYear3
Excess Distri Carryover Year22008ExcessDistriCarryoverYear2
Excess Distri Carryover Year118837ExcessDistriCarryoverYear1
Total Excess Distri Carryover120106TotalExcessDistriCarryover
Qualifying Distributions20000QualifyingDistributions
Applied To Current Year2550AppliedToCurrentYear
Remaining Distri From Corpus17450RemainingDistriFromCorpus
Total Corpus137556TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year545661ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year91895ExcessDistriCyovToNextYear
Excess From Year439063ExcessFromYear4
Excess From Year314537ExcessFromYear3
Excess From Year22008ExcessFromYear2
Excess From Year118837ExcessFromYear1
Excess From Current Year17450ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodePurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
JEWISH FED OF NW INDIANA
585 PROGRESS AVEMUNSTERIN46321ORGANIZATION ACTIVITIES$15,000
YMCA OF NW INDIANA
7322 SOUTHEASTERN AVEHAMMONDIN46324ORGANIZATION ACTIVITIES$5,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year20000TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$4ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$68ExclusionAmount

Other Revenue Described OtherRevenueDescribed

FieldValueIRS element (for citing)
DescriptionOTHER INCOMEDescription
Exclusion Code14ExclusionCode

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$72ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA72TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Compensation Explanation CompensationExplanation

Compensation Compensation (2 entries)

MARVIN WEISS
DONALD WEISS

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooks
EXPENSES
BANK CHARGES213

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategory
Amount$148Amount

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryINDIANA SEC OF STATECategory
Amount$7Amount

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