Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
The Clara Weiss Fund
 
Number and street (or P.O. box number if mail is not delivered to street address)8161 Lake Road
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Seville, OH44273
A Employer identification number

34-6556158
B Telephone number (see instructions)

(330) 421-5974
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$5,399,033J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 50,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 13,525 13,525 13,525
4 Dividends and interest from securities... 235,202 235,202 235,202
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 90,411
b Gross sales price for all assets on line 6a 175,164
7 Capital gain net income (from Part IV, line 2)... 90,411
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 1,212   1,212
12 Total. Add lines 1 through 11........ 390,350 339,138 249,939
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 12,900      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 3,475      
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,919      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 2,226      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 22,520 0   0
25 Contributions, gifts, grants paid....... 388,000 388,000
26 Total expenses and disbursements. Add lines 24 and 25 410,520 0   388,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -20,170
b Net investment income (if negative, enter -0-) 339,138
c Adjusted net income (if negative, enter -0-)... 249,939
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 103 103 103
2 Savings and temporary cash investments......... 98,941 22,866 22,866
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 3,358,770 Click to see attachment3,472,836 5,376,064
c Investments—corporate bonds (attach schedule)....... 53,688    
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet1,232
Less: accumulated depreciation (attach schedule) bullet1,232      
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,511,502 3,495,805 5,399,033
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 3,511,502 3,495,805
30 Total net assets or fund balances (see instructions)..... 3,511,502 3,495,805
31 Total liabilities and net assets/fund balances (see instructions). 3,511,502 3,495,805
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,511,502
2
Enter amount from Part I, line 27a .....................
2
-20,170
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
4,473
4
Add lines 1, 2, and 3 ..........................
4
3,495,805
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
3,495,805
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a VECTREN CORP P 2012-11-14 2018-06-19
b EVERGY INC P 2000-12-29 2018-06-05
c EVERGY INC P 2000-12-29 2018-11-08
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 141,076   56,668 84,408
b 5   5  
c 34,083   28,080 6,003
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       84,408
b        
c       6,003
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 90,411
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 333,190 5,981,262 000.055706
2016 346,776 5,748,184 000.060328
2015 333,171 5,684,511 000.058610
2014 383,375 5,110,986 000.075010
2013 56,800 4,804,086 000.011823
2
Total of line 1, column (d) .....................
2
000.261477
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
000.052295
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
5,867,569
5
Multiply line 4 by line 3......................
5
306,845
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
3,391
7
Add lines 5 and 6........................
7
310,236
8
Enter qualifying distributions from Part XII, line 4,.............
8
388,000
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 3,391
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 3,391
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,391
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a  
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 142
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 3,533
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOH
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletLizbeth Weiss Kohler Telephone no.bullet (330) 421-5974

    Located atbullet8161 Lake RoadSevilleOH ZIP+4bullet44273
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet2014, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Lizbeth Weiss Kohler Admin. Asst.
    003.00     		12,900    
    8161 Lake Road
    Seville,OH44273
    William A Weiss Part-Time
    000.50     		0    
    1460 Pitcock Lane
    Winchester,VA22603
    Robert L Weiss Jr Part-Time
    000.50     		0    
    1661 Crescent Place NW
    Washington,DC20009
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 The sole purpose of the Clara Weiss Fund is to purchase and manage investments to make funding available to disburse as grant funds for non-profit Organizations. 410,520
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    5,705,272
    b
    Average of monthly cash balances.......................
    1b
    251,651
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,956,923
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    5,956,923
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) Click to see attachment.............................
    4
    89,354
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,867,569
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    293,378
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    293,378
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    3,391
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,391
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    289,987
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    289,987
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    289,987
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 Click to see attachment..........
    1a
    388,000
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    388,000
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    3,391
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    384,609
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 289,987
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only.......  
    b Total for prior years:2014, 2015, 2016 47,115
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015...... 6,988
    d From 2016...... 64,415
    e From 2017...... 41,747
    fTotal of lines 3a through e........ 113,150
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 388,000
    a Applied to 2017, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2018 distributable amount..... 289,987
    e Remaining amount distributed out of corpus 98,013
    5 Excess distributions carryover applied to 2018.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 211,163
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		47,115
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		47,115
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		211,163
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015.... 6,988
    c Excess from 2016.... 64,415
    d Excess from 2017.... 41,747
    e Excess from 2018.... 98,013
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    Lizbeth Kohler
    8161 Lake Road
    Seville,OH44273
    (330) 421-5974
    bThe form in which applications should be submitted and information and materials they should include:
    None specified
    cAny submission deadlines:
    None specified
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    None specified
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Universal K9
    114 Camp K9 Road
    Ponte Vedra,FL32081     		    To support non-profit operations -500
    Pretrial Justice Institute
    305 Main St 200
    Gaithersburg,MD20878     		    To support non-profit operations 50,000
    Art Enables
    2204 Rhode Island Ave NE
    Washington,DC20018     		    To support non-profit operations 2,500
    Amherst College
    PO Box 5000
    Amherst,MA01002     		    To support non-profit operations 2,000
    Bread for the City
    1525 Seventh St NW
    Washington,DC20001     		    To support non-profit operations 1,000
    Cape Cod Chamber Music Festival
    PO Box 1934
    North Eastham,MA02651     		    To support non-profit operations 500
    Capital Area Food Bank
    4900 Puerto Rico Ave NE
    Washington,DC20017     		    To support non-profit operations 500
    Chesapeake Bay Foundation
    PO Box 17447
    Baltimore,MD212989104     		    To support non-profit operations 2,500
    Doctors without Boarders 13-3433452
    333 7th Avenue
    New York,NY100015004     		    To support non-profit operations 1,000
    Food & Friends
    PO Box 98277
    Washington,DC200777237     		    To support non-profit operations 10,000
    Green Acres School
    11701 Danville Dr
    Rockville,MD208523799     		    To support non-profit operations 1,000
    4-H Club of Clarke County
    101 Chalmers Court
    Berryville,VA22611     		    To support non-profit operations 2,000
    American University- WAMU-FM
    PO Box 17539
    Baltimore,MD212971539     		    To support non-profit operations 200
    Barns of Rose Hill
    POBox 738
    Berryville,VA22611     		    To support non-profit operations 5,000
    Berryville Main Street
    PO Box 372
    Berryville,VA22611     		    To support non-profit operations 1,000
    Blue Ridge Fire & Rescue Co
    PO Box 216
    Bluemont,VA20135     		    To support non-profit operations 3,000
    Blue Ridge Hospice Inc
    333 West Cork St 405
    Winchester,VA22601     		    To support non-profit operations 2,000
    Blue Ridge Studio for the Performing Arts
    5 East Main St
    Berryville,VA22611     		    To support non-profit operations 800
    Blue Ridge Wildlife Center
    106 Island Farm Lane
    Boyce,VA22620     		    To support non-profit operations 800
    Catholic Charities
    200 N Glebe Rd
    Arlington,VA22203     		    To support non-profit operations 2,000
    Clarke Co Conservation Easement Auth
    101 Chalmers Court
    Berryville,VA22611     		    To support non-profit operations 2,000
    Clarke County Historical Association
    PO Box 306
    Berryville,VA22611     		    To support non-profit operations 200
    Clarke Co Humane Foundation
    PO Box 713
    Berryville,VA22611     		    To support non-profit operations 300
    Clarke County Library
    101 Chalmers Ct
    Berryville,VA22611     		    To support non-profit operations 1,500
    Colby College
    4320 Mayflower Hill
    Waterville,ME049019923     		    To support non-profit operations 300
    Colorado College
    14 East Cache La Poudre St
    Colorado Springs,CO809033298     		    To support non-profit operations 300
    Daniel Morgan Intermediate School
    48 S Purcell Ave
    Winchester,VA22601     		    To support non-profit operations 3,000
    Dickenson College
    PO Box 1773
    Carlisle,PA17013     		    To support non-profit operations 300
    Disabled American Veterans
    PO Box 14301
    Cincinnati,OH452500301     		    To support non-profit operations 500
    Dr Terry Sinclair Health Clinic
    301 N Cameron St Ste 100
    Winchester,VA22601     		    To support non-profit operations 4,000
    Eastern Virginia Med School Foundation
    PO Box 5
    Norfolk,VA235010005     		    To support non-profit operations 400
    FISH of Clarke County VA
    PO Box 1154
    Berryville,VA22611     		    To support non-profit operations 3,000
    Fort Loudoun Chapter NSDAR
    304 East Main St
    Berryville,VA22611     		    To support non-profit operations 1,000
    Freemont Street Nursery
    533 Freemont St
    Winchester,VA22601     		    To support non-profit operations 2,000
    Friends of Woodstock School
    PO Box 749780
    Los Angeles,CA900749780     		    To support non-profit operations 1,000
    Friends of Woodstock School- Endow Fund
    PO Box 749780
    Los Angeles,CA900749780     		    To support non-profit operations 2,000
    Grace Episcopal Church of Berryville
    PO Box 678
    Berryville,VA22611     		    To support non-profit operations 3,000
    Habitat for Humanity
    Frederick-Clarke Inc
    Winchester,VA22601     		    To support non-profit operations 2,000
    Hollins University
    PO Box 9629
    Roanoke,VA240209629     		    To support non-profit operations 100
    Holy Cross Abbey
    901 Cool Spring Lane
    Berryville,VA226112700     		    To support non-profit operations 1,000
    James Wood High School
    161 Apple Pie Ridge Rd
    Winchester,VA22603     		    To support non-profit operations 1,750
    John H Enders Fire&Rescue Squad
    9 S Buckmarsh St
    Berryville,VA22611     		    To support non-profit operations 3,000
    Josephine School Community Museum
    303 Josephine St
    Berryville,VA22611     		    To support non-profit operations 500
    Lord Fairfax Soil & Water Conser Dist
    722B East Queen St
    Strasburg,VA226572439     		    To support non-profit operations 400
    Loudoun Country Day School
    20600 Red Cedar Dr
    Leesburg,VA20175     		    To support non-profit operations 1,500
    Ludhiana Christian Medical College Board
    PO Box 1327
    Columbia,MO65205     		    To support non-profit operations 1,000
    Maryland Public Television
    PO Box 13183
    Baltimore,MD212033183     		    To support non-profit operations 100
    Mercersburg Academy
    300 East Seminary St
    Mercersburg,PA172369989     		    To support non-profit operations 100
    National Wildlife Federation
    PO Box 1637
    Merrifield,VA221169894     		    To support non-profit operations 300
    Northern Virginia 4-H Ed Center
    600 4-H Center Dr
    Front Royal,VA22630     		    To support non-profit operations 1,000
    Powhatan School
    49 Powhatan Lane
    Boyce,VA22620     		    To support non-profit operations 1,500
    Powhatan School Stem Campaign
    49 Powhatan Ln
    Boyce,VA22620     		    To support non-profit operations 6,000
    Proctor Academy
    PO Box 389
    Andover,NH032160389     		    To support non-profit operations 1,000
    Proctor Academy Capital Camp
    PO Box 389
    Andover,NH032160389     		    To support non-profit operations 1,000
    Project HOPE
    255 Carter Hall Ln
    Millwood,VA226460255     		    To support non-profit operations 1,500
    Public Broadcasting Service- WETA
    PO Box 96100
    Washington,DC200777455     		    To support non-profit operations 500
    Redbud Run Elementary
    250 First Woods Dr
    Winchester,VA22603     		    To support non-profit operations 2,250
    Sacred Heart Academy Capital Campaign
    110 Keating Drive
    Winchester,VA22601     		    To support non-profit operations 1,000
    Sacred Heart Academy
    110 Keating Drive
    Winchester,VA22601     		    To support non-profit operations 1,000
    Smithsonian Conservation Biology Inst
    1500 Remount Rd MRC 5530
    Front Royal,VA22630     		    To support non-profit operations 1,000
    Shenandoah Area Agency on Aging
    207 Mosby Ln
    Front Royal,VA22630     		    To support non-profit operations 1,000
    Shenandoah Valley Discovery Museum
    19 West Cork St
    Winchester,VA22601     		    To support non-profit operations 1,000
    St Anges School
    400 Fontaine St
    Alexandria,VA223029912     		    To support non-profit operations 100
    The Bethel Memorial Inc
    PO Box 809
    Winchester,VA22604     		    To support non-profit operations 100
    The Laurel Center
    PO Box 14
    Winchester,VA22604     		    To support non-profit operations 3,000
    The Museum of Shenandoah Valley
    901 Amherst St
    Winchester,VA22601     		    To support non-profit operations 500
    The Wooster Fund
    1189 Beall Ave
    Wooster,OH446912363     		    To support non-profit operations 800
    Treasurer of Clarke County
    PO Box 537
    Berryville,VA22611     		    To support non-profit operations 3,000
    Virginia Episcopal School
    400 VES Road
    Lynchburg,VA24503     		    To support non-profit operations 300
    Westtown School
    975 Westtown Rd
    West Chester,PA19382     		    To support non-profit operations 300
    Wildlife Veterinary Care
    PO Box 288
    Millwood,VA22646     		    To support non-profit operations 1,000
    Winchester Union Rescue Mission
    435 North Cameron St
    Winchester,VA22601     		    To support non-profit operations 2,000
    WMC Foundation
    220 Campus Blvd Ste 402A
    Winchester,VA22601     		    To support non-profit operations 1,000
    World Ocean School
    PO Box 51091
    Boston,MA02205     		    To support non-profit operations 1,000
    Wounded Warrior Project
    PO Box 758517
    Topeka,KS66675     		    To support non-profit operations 800
    4-H Camp Clifton Inc
    2256 Clifton Rd
    Yellow Springs,OH45387     		    To support non-profit operations 3,000
    Alternative Paths
    246 Northland Dr 200
    Medina,OH44256     		    To support non-profit operations 1,000
    American Cancer Society- Medina County
    3500 Embassy Parkway Ste 150
    Fairlawn,OH44333     		    To support non-profit operations 1,500
    American Heart Association- Medina County
    3505 Embasy Parkway
    Akron,OH44333     		    To support non-profit operations 1,250
    Applewood Centers Inc
    22001 Fairmount Boulevard
    Shaker Heights,OH44118     		    To support non-profit operations 1,250
    Arc of Medina County Camp Paradise
    4283 Paradise Rd
    Seville,OH44273     		    To support non-profit operations 5,000
    Arc of Medina County Resource Center
    4283 Paradise Rd
    Seville,OH44273     		    To support non-profit operations 2,500
    Ashland Police DivSpecial Response Team
    1211 E Main St
    Ashland,OH44805     		    To support non-profit operations 1,000
    Brunswick Area Historical Society
    4613 Laurel Rd
    Brunswick,OH44212     		    To support non-profit operations 500
    Brunswick Hills Firemen's AssocRescue
    1918 Pearl Rd
    Brunswick,OH442123202     		    To support non-profit operations 500
    Brunswick Rotary Foundation
    PO Box 252
    Brunswick,OH44212     		    To support non-profit operations 1,000
    The Caring Corral
    420 Parkview Dr
    Sheffield,OH44054     		    To support non-profit operations 1,000
    Cathy's House
    PO Box 811
    Medina,OH442580811     		    To support non-profit operations 1,500
    Community Health Center
    725 E Market St
    Akron,OH44305     		    To support non-profit operations 1,000
    Central Ohio Diabetes Assoc Camp Hamwi
    1100 Dennison Ave
    Columbus,OH43201     		    To support non-profit operations 500
    Cyctic Fibrosis Fund - Northern Ohio
    8001 Sweet Valley Drive Suite 3
    Valley View,OH44125     		    To support non-profit operations 1,500
    Camp Ho Mita Koda Foundation
    14040 Auburn Road
    Newbury,OH44065     		    To support non-profit operations 2,500
    Feeding Medina County
    901 Lafayette Rd
    Medina,OH44256     		    To support non-profit operations 1,500
    Fieldstone Farm
    16497 Snyder Road
    Chagrin Falls,OH44023     		    To support non-profit operations 2,500
    Girl Scouts of North East Ohio
    1 Girl Scout Way
    Macedonia,OH44056     		    To support non-profit operations 12,000
    Goodwill Industries of Akron Inc
    3500 Medina Rd
    Medina,OH44256     		    To support non-profit operations 1,000
    Greater Cleveland Fisher House
    21886 Seabury Ave
    Cleveland,OH44126     		    To support non-profit operations 1,000
    Habitat for Humanity - Medina County
    342 E Smith Rd
    Medina,OH44256     		    To support non-profit operations 3,500
    Help Foundation Inc
    26900 Euclid Ave
    Euclid,OH44132     		    To support non-profit operations 600
    Hospice of Medina County
    5075 Windfall Rd
    Medina,OH44256     		    To support non-profit operations 1,500
    IOSCO Co Habitat for Humanity
    PO Box 117
    Tawas City,MI48764     		    To support non-profit operations 1,000
    Junior Achievement of North Central Ohio
    PO Box 26006
    Akron,OH44319     		    To support non-profit operations 4,000
    Lafayette Township Volunteer Fire Dept
    PO Box 15
    Chippewa Lake,OH44215     		    To support non-profit operations 500
    Leadership Medina County
    39 Public Square Suite 202
    Medina,OH44256     		    To support non-profit operations 200
    Learning for Life
    1325 West Walnut Hill Lane
    Irving,TX750152079     		    To support non-profit operations 500
    Medina Co Creative Housing
    1120 N Huntington
    Medina,OH44256     		    To support non-profit operations 2,000
    Medina County Historical Society
    PO Box 306
    Medina,OH44258     		    To support non-profit operations 1,000
    Medina County Parks Districts
    6364 Deerview Ln
    Medina,OH44256     		    To support non-profit operations 1,000
    Medina County SPCA
    8790 Guilford Rd
    Seville,OH44273     		    To support non-profit operations 2,000
    Medina City Summer Rein Program
    5175 Rustic Hills Dr
    Medina,OH44256     		    To support non-profit operations 1,500
    Medina Creative Therapy Ranch
    1120 N Huntington
    Medina,OH44256     		    To support non-profit operations 1,000
    Medina Hospital
    1000 East Washington St
    Medina,OH442580427     		    To support non-profit operations 2,000
    Miami University Fund
    725 East Chestnut St
    Oxford,OH450569972     		    To support non-profit operations 100
    NRA Foundation
    PO Box 1546
    Merrifield,VA221169851     		    To support non-profit operations 1,000
    NRA Special Contribution Fund
    PO Box 700
    Raton,NM87740     		    To support non-profit operations 500
    Plainfield Township Library
    PO Box 247
    Hale,MI48739     		    To support non-profit operations 750
    Planned Parenthood
    444 West Exchange St
    Akron,OH44302     		    To support non-profit operations 1,500
    Project Learn of Medina County
    105 W Liberty Street
    Medina,OH44256     		    To support non-profit operations 2,000
    Shop with a Cop
    1211 E Main St
    Ashland,OH44805     		    To support non-profit operations 1,500
    Southwest General Hospital
    18697 East Bagley Rd
    Middleburg Hts,OH44130     		    To support non-profit operations 1,500
    Sunbury Urban Farm
    2140 Sunbury Rd
    Columbus,OH43219     		    To support non-profit operations 1,000
    Valley City Fire & Rescue
    PO Box 318
    Valley city,OH44280     		    To support non-profit operations 1,000
    Vocational Guidance Services
    2239 East 55th St
    Cleveland,OH441034451     		    To support non-profit operations 2,500
    Medina County Veterans Memorial Hall
    PO Box 1343
    Medina,OH442561343     		    To support non-profit operations 1,000
    Westfield Township Fire and Rescue
    8975 N Leroy Road
    Westfield Center,OH44251     		    To support non-profit operations 500
    Western Reserve Land Conservancy
    3850 Chagrin River Road
    Moreland Hills,OH440221131     		    To support non-profit operations 600
    Wadsworth FISH
    PO Box 754
    Wadsworth,OH44282     		    To support non-profit operations 1,000
    SASS Rescue
    4450 Storms Creek Rd
    Urbana,OH43078     		    To support non-profit operations 500
    Newbridge Veterans Place
    222 Redfield St
    Lodi,OH44254     		    To support non-profit operations 750
    ACLU Foundation
    125 Broad St 18th Floor
    New York,NY100042400     		    To support non-profit operations 1,000
    Boston University School of Law
    PO Box 15716
    Boston,MA02215     		    To support non-profit operations 2,000
    Children's Hospital Center 52-1640402
    PO Box 91888
    Washington,DC200901888     		    To support non-profit operations 1,000
    Civil Rights Corp
    910 17th St NW Suite 200
    Washington,DC20006     		    To support non-profit operations 500
    Coast Guard Academy Alumni Assn Inc
    47 Mohegan Ave
    New London,CT063208111     		    To support non-profit operations 1,000
    Colgate University
    PO Box 313
    Canajoharie,NY13317     		    To support non-profit operations 5,000
    Fine Arts Work Center
    24 Pearl St
    Provincetown,MA02657     		    To support non-profit operations 1,000
    First Presbyterian Church of Fort Myers
    2438 Second St
    Fort Myers,FL33901     		    To support non-profit operations 2,500
    Glen Helen Education Center
    405 Corry St
    Yellow Springs,OH45387     		    To support non-profit operations 1,000
    Habitat for Humanity Lee & Henry Counties
    1288 North Tamiami Trail
    North Fort Myers,FL33903     		    To support non-profit operations 1,000
    Miriam's Kitchen
    2401 Virginia Ave NW
    Washington,DC20037     		    To support non-profit operations 1,000
    Planned Parenthood Federation of America
    PO Box 97166
    Washington,DC20077     		    To support non-profit operations 1,000
    Planned Parenthood of Metro DC
    PO Box 34128
    Washington,DC20043     		    To support non-profit operations 1,000
    Provincetown Art Association & Museum
    460 Commercial St
    Provincetown,MA02657     		    To support non-profit operations 1,000
    Sierra Club Foundation
    85 Second St 2nd Floor
    San Francisco,CA94105     		    To support non-profit operations 1,000
    Smith College
    PO Box 340029
    Boston,MA022410429     		    To support non-profit operations 5,000
    So Others Might Eat
    PO Box 96325
    Washington,DC200777091     		    To support non-profit operations 1,000
    Southern Poverty Law Center
    PO Box 2390
    Montgomery,AL361022390     		    To support non-profit operations 7,500
    The Congregational Church
    114 South Dixie Highway
    Lady Lake,FL32159     		    To support non-profit operations 2,500
    The Sentencing Project
    1705 DeSales St NW
    Washington,DC20036     		    To support non-profit operations 1,000
    Touchstone Foundation
    901 New York Ave NW
    Washington,DC20001     		    To support non-profit operations 1,000
    Truro Center for the Arts at Castle Hill
    PO Box 756
    Truro,MA02666     		    To support non-profit operations 10,000
    Union of Concerned Scientists
    2 Brattle Sq
    Cambridge,MA021383742     		    To support non-profit operations 15,000
    United Negro College Fund
    PO Box 55040
    Boston,MA022059822     		    To support non-profit operations 1,000
    Vassar College
    124 Raymond Ave Box 725
    Poughkeepsie,NY126040725     		    To support non-profit operations 2,000
    Whitman-Walker Clinic
    1701 14th St NW
    Washington,DC200094306     		    To support non-profit operations 500
    Lake Ridge Academy
    37501 Center Ridge Rd
    North Ridgeville,OH44039     		    To support non-profit operations 5,000
    Lake Erie Nature & Science Center
    28728 Wolf Rd
    Cleveland,OH44140     		    To support non-profit operations 9,000
    Sweet Briar College
    134 Chapel Road
    Sweet Briar,VA24595     		    To support non-profit operations 9,500
    Cleveland Museum of Natural History
    1 Wade Oval
    University Circle,OH441061767     		    To support non-profit operations 5,000
    Skidmore College
    815 N Broadway
    Saratoga Springs,NY12866     		    To support non-profit operations 1,500
    American Kidney Fund
    PO Box 1837
    Merrifield,VA221169743     		    To support non-profit operations 1,000
    Achievement Center for Children
    Development Office
    Highland Hills,OH44128     		    To support non-profit operations 1,500
    American Lung Association of NE Ohio
    6100 Rockside Woods 260
    Independence,OH441312340     		    To support non-profit operations 1,000
    American Red Cross
    120 West Washington St Suite B-2
    Medina,OH44256     		    To support non-profit operations 2,000
    Arthritis Foundation- NE Ohio
    Arbor Court 1
    Solon,OH44139     		    To support non-profit operations 1,000
    Beech Brook
    3737 Lander Rd
    Cleveland,OH44124     		    To support non-profit operations 1,000
    Bellefairee Child Care Center
    22001 Fairmount Blvd
    Shaker Heights,OH44118     		    To support non-profit operations 1,000
    City Mission
    5310 Carnegie Ave
    Cleveland,OH441034360     		    To support non-profit operations 1,000
    Cleveland Christian Home for Children
    11401 Lorain Ave
    Cleveland,OH44111     		    To support non-profit operations 1,500
    Cleveland Sight Center
    1909 East 101st St
    Cleveland,OH441068696     		    To support non-profit operations 1,000
    College of Wooster
    1189 Beall Ave
    Wooster,OH44691     		    To support non-profit operations 10,000
    Cumberland College
    College Station Box 6191
    Williamsburg,KY407699990     		    To support non-profit operations 3,000
    United Way of Medina CO
    728 E Smith Rd D
    Medina,OH44256     		    To support non-profit operations 500
    Hadley School for the Blind
    PO Box 299
    Winnetka,IL600939986     		    To support non-profit operations 1,000
    Hattie Larham Foundation Inc
    9772 Diagonal Rd
    Mantua,OH442551200     		    To support non-profit operations 1,500
    The Leukemia & Lymphoma Society
    6111 Oak Tree Blvd Suite 130
    Independence,OH44131     		    To support non-profit operations 500
    Little City
    PO Box 1200
    Palatine,IL600789980     		    To support non-profit operations 500
    Little Sisters of the Poor
    4291 Richmond Rd
    Cleveland,OH44122     		    To support non-profit operations 1,000
    Lutheran Children's Aid & Family Service
    4100 Franklin Blvd
    Cleveland,OH441132895     		    To support non-profit operations 1,250
    March of Dimes- NE Ohio Chapter
    5425 Warner Rd Suite 10
    Cleveland,OH44125     		    To support non-profit operations 500
    Multiple Sclerosis Society
    6155 Rockside Rd 202
    Independence,OH44131     		    To support non-profit operations 1,000
    Muscular Dystrophy Assoc of America
    7010 Engle Rd 100
    Middleburg Hts,OH44130     		    To support non-profit operations 1,000
    National Society to Prevent Blindness
    1500 W Third Ave 200
    Columbus,OH43212     		    To support non-profit operations 1,000
    Notre Dame College
    4545 College Rd
    Cleveland,OH441214293     		    To support non-profit operations 1,000
    Parmadale Childeren's Village
    6753 State Rd
    Parma,OH441344596     		    To support non-profit operations 1,500
    Rainbow Babies & Children's Hospital
    2074 Abington Rd
    Cleveland,OH44106     		    To support non-profit operations 2,000
    Salvation Army
    4274 Manhattan Circle
    Brunswick,OH44212     		    To support non-profit operations 2,500
    Special Olympics International
    1133 19th St NW
    Washington,DC20036     		    To support non-profit operations 500
    St Joseph's Indian School
    1301 N Main St
    Chamberlain,SD57326     		    To support non-profit operations 300
    St Labre Indian School
    Tongue River Road
    Ashland,MT590041001     		    To support non-profit operations 700
    Warren Wilson College
    701 Warren Wilson Rd
    Swannanoa,NC287782099     		    To support non-profit operations 1,500
    Spikes K9 Fund
    1706 Morris Ave
    Norfolk,VA23509     		    To support non-profit operations 500
    St Rita School for the Deaf
    1720 Glendale-Milford Rd
    Cincinnati,OH45215     		    To support non-profit operations 750
    Amnesty International
    PO Box 98233
    Washington,DC20090     		    To support non-profit operations 1,000
    Brady Center to Prevent Gun Violence
    840 First St NE Ste 400
    Washington,DC20002     		    To support non-profit operations 500
    Trout Unlimited
    PO Box 7400
    Woolly Bugger,WV254387400     		    To support non-profit operations 500
    Truro Conservation Fund
    PO Box 327
    North Truro,MA026520327     		    To support non-profit operations 500
    Total .................................bullet 3a 388,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		900099       13,525
    4 Dividends and interest from securities.... 900099       235,202
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		900099   18   90,411
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aMisc Income     		900099       1,212
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..     340,350
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    340,350
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    3 Income is used to purchase/manage investments to make funding available to disburse grant funds to non-profit Organizations.
    4 Income is used to purchase/manage investments to make funding available to disburse grant funds to non-profit Organizations.
    8 Income is used to purchase/manage investments to make funding available to disburse grant funds to non-profit Organizations.
    11b Income is used to purchase/manage investments to make funding available to disburse grant funds to non-profit Organizations.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID: 18007340
    Software Version: 19.1.1.0


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    The Clara Weiss Fund
     
    Employer identification number

    34-6556158
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    The Clara Weiss Fund
          		Employer identification number
    34-6556158
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    Robert L Weiss Jr  
    1661 Crescent Place NW Apt 205
     
    Washington, DC20009

    		$ 50,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    The Clara Weiss Fund
          		Employer identification number

    34-6556158
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    The Clara Weiss Fund
          		Employer identification number

    34-6556158
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID: 18007340
    Software Version: 19.1.1.0

    TY 2018 AccountingFeesSchedule
    Name:
    The Clara Weiss Fund
    EIN:
    34-6556158
    Software ID:
    18007340
    Software Version:
    19.1.1.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting fees 3,475      

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2018 DepreciationSchedule
    Name:
    The Clara Weiss Fund
    EIN:
    34-6556158
    Software ID:
    18007340
    Software Version:
    19.1.1.0
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    Computer 2008-01-01 1,232 1,232 straight line 0000000005.000000000000        

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    The Clara Weiss Fund
    EIN:
    34-6556158
    Software ID:
    18007340
    Software Version:
    19.1.1.0
    Name of Bond End of Year Book Value End of Year Fair Market Value

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    The Clara Weiss Fund
    EIN:
    34-6556158
    Software ID:
    18007340
    Software Version:
    19.1.1.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Stifel Investments 3,472,836 5,376,064

    TY 2018 InvestmentsOtherSchedule2
    Name:
    The Clara Weiss Fund
    EIN:
    34-6556158
    Software ID:
    18007340
    Software Version:
    19.1.1.0
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value

    TY 2018 LandEtcSchedule2
    Name:
    The Clara Weiss Fund
    EIN:
    34-6556158
    Software ID:
    18007340
    Software Version:
    19.1.1.0
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Computer 1,232 1,232    


    TY 2018 OtherAssetsSchedule
    Name:
    The Clara Weiss Fund
    EIN:
    34-6556158
    Software ID:
    18007340
    Software Version:
    19.1.1.0
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value


    TY 2018 OtherExpensesSchedule
    Name:
    The Clara Weiss Fund
    EIN:
    34-6556158
    Software ID:
    18007340
    Software Version:
    19.1.1.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Postage, mailing service 158      
    Broker/Bank fees 1,868      
    Charitable filings - State of Ohio 200      


    TY 2018 OtherIncomeSchedule2
    Name:
    The Clara Weiss Fund
    EIN:
    34-6556158
    Software ID:
    18007340
    Software Version:
    19.1.1.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Miscellaneous income 1,212   1,212


    TY 2018 OtherIncreasesSchedule
    Name:
    The Clara Weiss Fund
    EIN:
    34-6556158
    Software ID:
    18007340
    Software Version:
    19.1.1.0
    Description Amount
    Non-taxable preferred stock dividends 4,473


    TY 2018 TaxesSchedule
    Name:
    The Clara Weiss Fund
    EIN:
    34-6556158
    Software ID:
    18007340
    Software Version:
    19.1.1.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Taxes 3,919