WEISS FAMILY PRIVATE OPERATING FOUNDATION: Form 990PF, tax year 2024
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- Organization
- WEISS FAMILY PRIVATE OPERATING FOUNDATION (EIN 82-2287833)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202503169349101100
- Schema version
- 2024v5.2
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-12T06:50:18-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 874778872 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINBRIDGE SBF LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6450 ROCKSIDE WOODS BLVD S STE 230 | AddressLine1Txt |
| City | INDEPENDENCE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 822287833 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WEISS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEIS | BusinessNameControlTxt |
| Phone | 2164640540 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1999 CIRCLE DRIVE B | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44106 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY WEISS | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2164640540 | PhoneNum |
| Signature | 2025-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH SILVAGGIO CPA | PreparerPersonNm |
| PTIN | P00304380 | PTIN |
| Phone | 2165730001 | PhoneNum |
| Preparation | 2025-10-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $37,717,819 | 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 | $14,123,437 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $939,817 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $939,817 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $939,817 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $12,735 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $12,735 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $12,735 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $12,735 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $1,221,925 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,226,885 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,221,925 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $230,571 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $169,302 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $169,302 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $16,528,485 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,343,779 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,121,854 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $187,580 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $93,880 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $93,880 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $93,700 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $130,206 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $130,206 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $130,206 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,626 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,626 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $14,626 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $572,973 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $476,339 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $476,339 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $391 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $905,385 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $715,051 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $715,051 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $94,091 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $818,211 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $818,211 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,723,596 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $715,051 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $715,051 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $912,302 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,804,889 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,628,728 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $406,803 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $19,513 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $351,261 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $351,261 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $91,611 | AcctRcvblBOYAmt |
| Other Investments BOY | $26,538,444 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $41,104,196 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $37,366,558 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $26,649,568 | TotalAssetsBOYAmt |
| Total Assets EOY | $41,455,457 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $37,717,819 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $1,000 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $25,396,942 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $25,396,942 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,252,626 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,057,515 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,649,568 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $41,454,457 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,649,568 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $41,455,457 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,649,568 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,804,889 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $41,454,457 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $41,454,457 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| SAPIRSTEIN CAPITAL | P | 2024-01-01 | 2024-12-31 | $207,552 | $207,552 | $207,552 | |
| SAPIRSTEIN CAPITAL | P | 2023-01-01 | 2024-12-31 | $497,563 | $497,563 | $497,563 | |
| SAPIRSTEIN CAPITAL | P | 2024-01-01 | 2024-12-31 | $9,205 | $9,205 | $9,205 | |
| SAPIRSTEIN CAPITAL | P | 2023-01-01 | 2024-12-31 | -$4,960 | -$4,960 | $4,960 | |
| 1256 GAIN | P | 2024-01-01 | 2024-12-31 | $205,026 | $205,026 | $205,026 | |
| 1256 GAIN | P | 2023-01-01 | 2024-12-31 | $307,539 | $307,539 | $307,539 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,221,925 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $421,783 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22,639 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $22,639 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $22,639 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,968 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $65,968 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $216 | EsPenaltyAmt |
| Overpayment | $43,113 | OverpaymentAmt |
| Applied To ES Tax | $43,113 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GARY WEISS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2164640540 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1999 CIRCLE DRIVE SUITE B | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ZEV WEISS | ||||||||
| 1999 CIRCLE DRIVE SUITE B | CLEVELAND | OH | 44106 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MORRY WEISS | ||||||||
| 1999 CIRCLE DRIVE SUITE B | CLEVELAND | OH | 44106 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JEFFREY WEISS | ||||||||
| 1999 CIRCLE DRIVE SUITE B | CLEVELAND | OH | 44106 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GARY WEISS | ||||||||
| 1999 CIRCLE DRIVE SUITE B | CLEVELAND | OH | 44106 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ELIE WEISS | ||||||||
| 1999 CIRCLE DRIVE SUITE B | CLEVELAND | OH | 44106 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JUDITH STONE WEISS | ||||||||
| 1999 CIRCLE DRIVE SUITE B | CLEVELAND | OH | 44106 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIVE FORTY MANAGEMENT LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1999 CIRCLE DRIVE SUITE B | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | MANAGEMENT FEES | ServiceTypeTxt |
| Compensation | $187,400 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DISTRIBUTION OF FUNDS TO NUMEROUS CHARITABLE ORGANIZATIONS. | Description1Txt |
| Expenses1 | $912,302 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $30,498,345 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $185,387 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $31,952,501 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $62,636,233 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $62,636,233 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $939,543 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $61,696,690 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,084,835 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,084,835 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,639 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $16,354 | IncomeTaxAmt |
| Total Tax | $38,993 | TotalTaxAmt |
| Distributable Before Adj | $3,045,842 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,045,842 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,045,842 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $912,302 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $912,302 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,045,842 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,354,554 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,252,521 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $645,197 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $30,058 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $6,282,330 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $912,302 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $912,302 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $2,133,540 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $2,133,540 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,148,790 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $221,014 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,927,776 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,252,521 | ExcessFromYear4Amt |
| Excess From Year3 | $645,197 | ExcessFromYear3Amt |
| Excess From Year2 | $30,058 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
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 | 1999 CIRCLE DRIVE SUITE B | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2164640540 | RecipientPhoneNum |
| Form And Info And Materials | MR. GARY WEISS WRITTEN FORM-PROVIDE AS MUCH INFORMATION AS POSSIBLE TO SUPPORT A CHARITABLE DEDUCTION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MR. GARY WEISS NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | MR. GARY WEISS DOES NOT GRANT SCHOLARSHIPS TO INDIVIDUALS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AISH HATORAH | ||||||||||||
| 14077 CEDAR ROAD | CLEVELAND | OH | 44118 | NONE | PC | COMMUNITY OUTREACH | $2,000 | |||||
| AKIFIM FAMILY ENRICHMENT | ||||||||||||
| 1715 51ST STREET | BROOKLYN | NY | 11204 | NONE | PC | COMMUNITY OUTREACH | $2,700 | |||||
| ALPERT JFS | ||||||||||||
| 5841 CORPORATE WAY STE 200 | WEST PALM BEACH | FL | 33407 | NONE | PC | COMMUNITY OUTREACH | $500 | |||||
| ALZHEIMER'S ASSOCIATION | ||||||||||||
| 3 SUMMIT PARK DR 550 | INDEPENDENCE | OH | 44131 | NONE | PC | COMMUNITY OUTREACH | $2,000 | |||||
| AMERICAN FRIENDS OF ERETZ HEMDAH INSTITUTIONS | ||||||||||||
| 8 SOUTH MICHIGAN AVENUE SUITE 605 | CHICAGO | IL | 60603 | NONE | PC | EDUCATIONAL SUPPORT | $5,000 | |||||
| AMERICAN FRIENDS OF HEBREW UNIVERSITY | ||||||||||||
| 199 WATER ST 11TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | EDUCATIONAL SUPPORT | $500 | |||||
| AMERICAN FRIENDS OF LEKET ISRAEL | ||||||||||||
| PO BOX 2090 | TEANECK | NJ | 076661490 | NONE | PC | COMMUNITY OUTREACH | $5,000 | |||||
| AMERICAN FRIENDS OF MIDRESHET HAROVA | ||||||||||||
| 122 OAK STREET | WOODMERE | NY | 11598 | NONE | PC | COMMUNITY OUTREACH | $3,000 | |||||
| AMERICAN FRIENDS OF PUAH | ||||||||||||
| PO BOX 297184 | BROOKYLN | NY | 11229 | NONE | PC | COMMUNITY OUTREACH | $4,500 | |||||
| AMERICAN FRIENDS OF SHALVA ISRAEL | ||||||||||||
| NONE | PC | EDUCATIONAL ASSISTANCE | $5,000 | 1 SHALVA ROAD | JERUSALEM | IS | 9134302 | |||||
| AMERICAN FRIENDS OF YAD ELIEZER | ||||||||||||
| 410 GLENN ROAD | JACKSON | NJ | 08527 | NONE | PC | COMMUNITY OUTREACH | $5,000 | |||||
| AMERICAN FRIENDS OF YAD SARAH INC | ||||||||||||
| 455 PARK AVENUE SUITE 1702 | NEW YORK | NY | 10022 | NONE | PC | EDUCATIONAL SUPPORT | $3,300 | |||||
| AMERICAN FRIENDS OF YESHIVAT KOL TZOFAVICH | ||||||||||||
| 46 LYMAN STREET | SHAKER HEIGHTS | OH | 44122 | NONE | PC | EDUCATIONAL SUPPORT | $17,400 | |||||
| B'NEI AKIVA OF US AND CANADA | ||||||||||||
| 4520 8TH AVENUE 15TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | EDUCATIONAL SUPPORT | $12,500 | |||||
| BOCA JEWISH CENTER | ||||||||||||
| 21065 POWERLINE ROAD | BOCA RATON | FL | 33433 | NONE | PC | COMMUNITY OUTREACH | $10,671 | |||||
| CAMP STONE | ||||||||||||
| 2463 S GREEN | BEACHWOOD | OH | 44122 | NONE | PC | EDUCATIONAL SUPPORT | $123,500 | |||||
| CENTRAL FUND OF ISRAEL | ||||||||||||
| 980 6TH AVENUE | NEW YORK | NY | 10018 | NONE | PC | COMMUNITY OUTREACH | $13,500 | |||||
| CHILDREN'S BRIDGE OF ZICHRON MANACHEM | ||||||||||||
| 50 W 47TH ST 2100 | NEW YORK | NY | 10036 | NONE | PC | COMMUNITY OUTREACH | $4,500 | |||||
| CLEVELAND CLINIC FOUNDATION | ||||||||||||
| 9500 EUCLID AVENUE UA3-315 | CLEVELAND | OH | 44195 | NONE | PC | COMMUNITY OUTREACH | $100,000 | |||||
| CROSSROADS | ||||||||||||
| 8TH AVENUE FL 20 | NEW YORK | NY | 10018 | NONE | PC | EDUCATIONAL SUPPORT | $4,500 | |||||
| FRIENDS OF RUACH HANEGEV | ||||||||||||
| 151 MILBURN LANE | ROSLYN | NY | 11577 | NONE | PC | COMMUNITY OUTREACH | $3,000 | |||||
| FUCHS MIZRACHI | ||||||||||||
| 26600 SHAKER BOULEVARD | BEACHWOOD | OH | 44122 | NONE | PC | EDUCATIONAL SUPPORT | $56,115 | |||||
| GREEN ROAD SYNAGOGUE | ||||||||||||
| 2437 SHAKER BOULEVARD | BEACHWOOD | OH | 44122 | NONE | PC | COMMUNITY OUTREACH | $1,000 | |||||
| HAFTR | ||||||||||||
| 635 CENTRAL AVENUE | CEDARHURST | NY | 11516 | NONE | PC | EDUCATIONAL SUPPORT | $3,000 | |||||
| HAROLD GRINSPOON FOUNDATION | ||||||||||||
| 67 HUNT STREER SUITE 100 | AGAWAM | MA | 01001 | NONE | PC | COMMUNITY OUTREACH | $3,000 | |||||
| HATZOLAH OF LA | ||||||||||||
| 7466 BEVERLY BLVD SUITE 205 | LOS ANGELES | CA | 90036 | NONE | PC | MEDICAL SUPPORTN | $1,000 | |||||
| HEBREW ACADEMY OF CLEVELAND | ||||||||||||
| 1860 TAYLOR RD | CLEVELAND HTS | OH | 44118 | NONE | PC | EDUCATIONAL SUPPORT | $12,000 | |||||
| HEBREW COLLEGE | ||||||||||||
| 1860 WASHINGTON STREET | NEWTON | MA | 02466 | NONE | PC | EDUCATIONAL SUPPORT | $5,000 | |||||
| HILLEL THE FOUNDATION | ||||||||||||
| 800 8TH STREET NW | WASHINGTON | DC | 200013724 | NONE | PC | EDUCATIONAL SUPPORT | $5,000 | |||||
| IDI FOUNDATION | ||||||||||||
| 1266 WEST PACES FERRY ROAD 615 | ATLANTA | GA | 30327 | NONE | PC | COMMUNITY OUTREACH | $5,000 | |||||
| ISRAEL ADVOCACY GROUP | ||||||||||||
| 1121 N BETHLEHEM PIKE 60138 | SPRINGHOUSE | PA | 19477 | NONE | PC | COMMUNITY OUTREACH | $5,000 | |||||
| ISRAEL TRAUMA COALITION | ||||||||||||
| NONE | PC | COMMUNITY OUTREACH | $2,500 | 90850 KIRYAT HAHADADA | NEVE LLAN | IS | 90850 | |||||
| JEWISH FEDERATION OF CLEVELAND | ||||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELANDO | OH | 44122 | NONE | PC | COMMUNITY OUTREACH | $12,500 | |||||
| JGIVE- FRIENDS OF ASOR FUND USA | ||||||||||||
| YOSEF SEGAL 43 LUBLIN TR | LAKEWOOD | NJ | 08701 | NONE | PC | COMMUNITY OUTREACH | $8,500 | |||||
| KOL HANEARIM INC | ||||||||||||
| 220 WEST 26TH STREET APT 604 | NEW YORK | NY | 10001 | NONE | PC | EDUCATIONAL SUPPORT | $3,500 | |||||
| MAYYIM HAYYIM LIVING WATERS | ||||||||||||
| 1838 WASHINGTON ST | AUBURNDALE | MA | 02466 | NONE | PC | COMMUNITY OUTREACH | $4,500 | |||||
| MEDWISH INTERNATIONAL | ||||||||||||
| 1625 E 31ST ST | CLEVELAND | OH | 44114 | NONE | PC | MEDICAL OUTREACH | $7,500 | |||||
| MISCELLANEOUS CHARITY VIA SAPIRSTEIN CAPITAL | ||||||||||||
| 1999 CIRCLE DRIVE SUITE B | CLEVELAND | OH | 44106 | NONE | PC | CHARITABLE DONATION | $25 | |||||
| NE'EMAN FOUNDATION | ||||||||||||
| 867 BOYLSTON ST 1342 | BOSTON | MA | 02116 | NONE | PC | COMMUNITY OUTREACH | $500 | |||||
| OHR TORAH STONE | ||||||||||||
| 49 WEST 45TH STREET 701 | NEW YORK | NY | 10036 | NONE | PC | COMMUNITY OUTREACH | $35,000 | |||||
| OU-JLIC | ||||||||||||
| 11 BROADWAY | NEW YORK | NY | 10004 | NONE | PC | EDUCATIONAL SUPPORT | $33,500 | |||||
| PEF ISRAEL ENDOWMENT FUND | ||||||||||||
| 630 THIRD AVENUE STE 1501 | NEW YORK | NY | 10017 | NONE | PC | COMMUNITY OUTREACH | $61,000 | |||||
| PARK SYNAGOGUE | ||||||||||||
| 27500 SHAKER BLVD | CLEVELAND | OH | 44124 | NONE | PC | COMMUNITY OUTREACH | $10,000 | |||||
| PIANO CLEVELAND | ||||||||||||
| 20600 CHAGRIN BLVD SUITE 610 | SHAKER HEIGHTS | OH | 44122 | NONE | PC | COMMUNITY OUTREACH | $1,000 | |||||
| RENEWAL | ||||||||||||
| 1460 BROADWAY | NEW YORK | NY | 10036 | NONE | PC | EDUCATIONAL SUPPORT | $25,000 | |||||
| SESAME STREET | ||||||||||||
| 1900 BROADWAY AVENUE | NEW YORK | NY | 10023 | NONE | PC | EDUCATIONAL SUPPORT | $25,000 | |||||
| SHEATUFIM | ||||||||||||
| NONE | PC | COMMUNITY OUTREACH | $100,000 | HAODEM ST BEIT YEHOSHUA 40591 PO | BEIT YEHOSHUA | IS | BOX 3225 | |||||
| SHURAT HADIN | ||||||||||||
| NONE | PC | COMMUNITY OUTREACH | $5,000 | BSR TOWER 3 METSADA ST | BNEI BRAK | IS | 5126237 | |||||
| THE CLEVELAND ORCHESTRA | ||||||||||||
| 11001 EUCLID AVE | CLEVELAND | OH | 44106 | NONE | PC | EDUCATIONAL SUPPORT | $30,000 | |||||
| THE ETZION FOUNDATION | ||||||||||||
| 111 GALWAY PL SUITE 203 | TEANECK | NJ | 076661490 | NONE | PC | EDUCATIONAL SUPPORT | $1,000 | |||||
| THE WASHINGTON INSTITUTE FOR NEAR EAST POLICY | ||||||||||||
| 1111 19TH ST NW 500 | WASHINGTON | DC | 20005 | NONE | PC | COMMUNITY OUTREACH | $10,000 | |||||
| WORLD B'NEI AKIVA | ||||||||||||
| NONE | PC | EDUCATIONAL SUPPORT | $2,000 | 54 KING GEORGE ST | JERUSALEM | IS | 91073 | |||||
| YOUNG ISRAEL OF GREATER CLEVELAND | ||||||||||||
| 2463 S GREEN RD | CLEVELAND | OH | 44122 | NONE | PC | COMMUNITY OUTREACH | $1,000 | |||||
| AMERICAN FRIENDS OF IDF WIDOWS AND ORPHANS | ||||||||||||
| PO BOX 56H | SCARSDALE | NY | 10583 | NONE | PC | CCOMMUNITY OUTREACH | $10,000 | |||||
| THE MALTZ JUPITER THEATRE ENDOWMENT | ||||||||||||
| 1001 E INDIANTOWN RD | JUPITER | FL | 33477 | NONE | PC | PERFORMING ARTS | $5,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $818,211 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $939,817 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $12,735 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $230,571 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,221,925 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,405,048 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,405,048 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SAPIRSTEIN CAPITAL | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $41,104,196 | BookValueAmt |
| EOYFMV | $37,366,558 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| STATE OF OHIO FEES | $200 | $0 | $0 | $200 |
| EXPENSES- SAPIRSTEIN CAPITAL | $473,103 | $473,103 | $473,103 | $0 |
| EXCISE TAX | $80,000 | $0 | $0 | $0 |
| FILING FEE | $191 | $0 | $0 | $191 |
| NONDEDUCTIBLE EXPENSES | $16,243 | $0 | $0 | $0 |
| STATE TAXES | $3,236 | $3,236 | $3,236 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| 1231 GAIN | $804 | $804 | $804 |
| ROYALTIES | $783 | $783 | $783 |
| EXEMPT INCOME | $61,269 | $0 | $0 |
| SAP CAP | $167,715 | $167,715 | $167,715 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $180 | $180 | $180 | $0 |
| MANAGEMENT FEE | $187,400 | $93,700 | $93,700 | $93,700 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $14,626 | Amt |
| Net Investment Income | $14,626 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $14,626 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |