ROBERT J AND SUSAN K WEIS FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT J AND SUSAN K WEIS FOUNDATION (EIN 25-1538895)
- Tax period
- 2013-10-01 to 2014-09-30
- Filed
- 2015-04-01
- IRS object ID
- 201500919349100005
- Schema version
- 2013v4.0
- 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
- Compensation Explanation
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-01T12:40:51-05:00 | ReturnTs |
| Tax Period End | 2014-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251807988 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLAY & GASCOINE LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1380 ROUTE 286 HWY E STE 511 | AddressLine1 |
| City | INDIANA | City |
| State | PA | State |
| ZIP Code | 15701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251538895 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROBERT J AND SUSAN K WEIS | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 7246393551 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10040 EAST HAPPY VALLEY ROAD 55 | AddressLine1 |
| City | SCOTTSDALE | City |
| State | AZ | State |
| ZIP Code | 852552395 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN K WEIS | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 7246393551 | PhoneNum |
| Signature | 2015-03-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | G SCOTT YATES CPA | PreparerPersonNm |
| PTIN | P00063999 | PTIN |
| Phone | 7244631450 | PhoneNum |
| Preparation | 2015-03-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $512,031 | 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 | $336 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $5 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $15,490 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,490 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $15,490 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $82 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $82 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $82 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $15,913 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,577 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $15,495 | TotalAdjNetIncmAmt |
| Taxes Rev And Expnss | $506 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $506 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $24,875 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $24,875 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $25,381 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $24,875 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,468 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,577 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $15,495 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $60,827 | CashBOYAmt |
| Cash EOY | $51,485 | CashEOYAmt |
| Cash EOYFMV | $51,485 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $570 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $400 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $400 | PrepaidExpensesEOYFMVAmt |
| Corporate Bonds BOY | $422,588 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $422,632 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $460,146 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $483,985 | TotalAssetsBOYAmt |
| Total Assets EOY | $474,517 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $512,031 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $483,985 | RetainedEarningBOYAmt |
| Retained Earning EOY | $474,517 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $483,985 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $474,517 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $483,985 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $474,517 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $483,985 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,468 | ExcessRevenueOverExpensesAmt |
| Subtotal | $474,517 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $474,517 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $82 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $21,852 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $478,731 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045646 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $21,852 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $457,439 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047770 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $15,161 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $445,367 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.034042 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $20,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $424,246 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047142 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $22,020 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $399,197 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.055161 | DistributionYr5Rt |
| Total Distribution | 0.229761 | TotalDistributionRt |
| Average Distribution | 0.045952 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $494,439 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $22,720 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $156 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $22,876 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $24,875 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $156 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $156 | SubtotalAmt |
| Tax Based On Investment Income | $156 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $400 | TotalPaymentsAndCreditsAmt |
| Overpayment | $244 | OverpaymentAmt |
| Applied To ES Tax | $244 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROBERT AND SUSAN WEIS | IndividualWithBooksNm |
| Phone | 7246393551 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5440 KIPLING ROAD | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15217 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT J WEIS | ||||||||
| 10040 EAST HAPPY VALLEY RD 55 | SCOTTSDALE | AZ | 852552395 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| SUSAN K WEIS | ||||||||
| 10040 EAST HAPPY VALLEY RD 55 | SCOTTSDALE | AZ | 852552395 | VICE PRESIDE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NATIONAL KIDNEY FOUNDATOIN | Description1Txt |
| Expenses1 | $8,250 | Expenses1Amt |
| Description2 | UPMC MEDICAL RESEARCH | Description2Txt |
| Expenses2 | $6,625 | Expenses2Amt |
| Description3 | CENTRAL PARK EARLY LEARNING | Description3Txt |
| Expenses3 | $5,000 | Expenses3Amt |
| Description4 | AHRC NY CITY FOUNDATION FOR CHILDREN AND ADULTS WITH INTELLECTUAL DISABILITIES | Description4Txt |
| Expenses4 | $5,000 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $445,328 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $56,156 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $485 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $501,969 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $501,969 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,530 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $494,439 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $24,722 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $24,722 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $156 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $156 | TotalTaxAmt |
| Distributable Before Adj | $24,566 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $24,566 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $24,566 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $24,875 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $24,875 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $156 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $24,719 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $24,566 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $23,601 | UndistributedIncomePYAmt |
| Qualifying Distributions | $24,875 | QualifyingDistributionsAmt |
| Applied To Year1 | $23,601 | AppliedToYear1Amt |
| Applied To Current Year | $1,274 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $23,292 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|---|
| NEW YORK LEAGUE FOR EARLY LEARNING | |||||||||
| 460 W 34TH | 2ND FLOOR | NEW YORK | NY | 10001 | NONE | QUALIFIED | PROGRAM SERVICES | $5,000 | |
| AHRC NEW YORK CITY FOUNDATION | |||||||||
| 83 MAIDEN LANE | 8TH FLOOR | NEW YORK | NY | 10038 | NONE | QUALIFIED | TO PROVIDE SUPPORT FOR MISSION | $5,000 | |
| NATIONAL KIDNEY FOUNDATION | |||||||||
| 3109 FORBES AVE STE 101 | PITTSBURGH | PA | 15213 | NONE | QUALIFIED | RESEARCH | $8,250 | SERVING ALLEGHENY COUNTY | |
| UPMC | |||||||||
| FORBES TOWER SUITE 8084 | 3600 FORBES AVE MEYRAN | PITTSBURGH | PA | 15213 | NONE | QUALIFIED | TO HELP SERVE UPMC MISSION & RESEARC | $6,625 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $24,875 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $15,490 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $82 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $15,577 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,577 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (2 entries)
| ROBERT J WEIS |
| SUSAN K WEIS |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE ORGANIZATION IS REQUIRED TO FILE WITH THE BUREAU OF CHARITABLE ORGANIZATIONS ONLY WHEN PUBLIC CONTRIBUTIONS EXCEED THE MINIMUM AMOUNT. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (13 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN FUNDS - BUILDER | $73,719 | $89,812 |
| FRANKLIN UTILITIES | $34,078 | $64,066 |
| FRANKLIN INCOME | $42,245 | $45,404 |
| AMERICAN FUNDS BALANCE | $53,194 | $74,797 |
| FEDERATED ABSOLUTE RETURN | $38,292 | $29,614 |
| AMERICAN FUNDS - INCOME FUND OF AMER | $57,369 | $69,503 |
| NUVEEN FLOATING RATE | $21,879 | $16,935 |
| INVESCO SR INC TRUST | $24,507 | $13,775 |
| FEDERATED BOND FUND | $30,756 | $31,991 |
| DWS REAL ESTATE II | $17,307 | $150 |
| NUVEEN QUALITY PRFD INCOME | $11,949 | $6,968 |
| METLIFE FLOATER | $7,313 | $7,176 |
| MORGAN STANLEY CALL | $10,024 | $9,955 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX | CategoryTxt |
| Amt | $506 | Amt |