Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$5,499,450J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 48,363 48,363 48,363
4 Dividends and interest from securities... 168,613 168,613 168,613
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 59
b Gross sales price for all assets on line 6a 65,000
7 Capital gain net income (from Part IV, line 2)... 59
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).......      
12 Total. Add lines 1 through 11........ 217,035 217,035 216,976
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 11,775      
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
List of Attached Documents:
// Content
3,850      
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,474      
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
List of Attached Documents:
// Content
2,085      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 21,184 0   0
25 Contributions, gifts, grants paid....... 511,635 511,635
26 Total expenses and disbursements. Add lines 24 and 25 532,819 0   511,635
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -315,784
b Net investment income (if negative, enter -0-) 217,035
c Adjusted net income (if negative, enter -0-)... 216,976
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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  
2 Savings and temporary cash investments......... 63,292 -119,952  
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 4,952,757 Click to see attachment
List of Attached Documents:
// Content
5,499,450 		5,499,450
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow1,232
Less: accumulated depreciation (attach schedule) right arrow1,232      
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,016,152 5,379,601 5,499,450
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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 5,016,152 5,379,601
29 Total net assets or fund balances (see instructions)..... 5,016,152 5,379,601
30 Total liabilities and net assets/fund balances (see instructions). 5,016,152 5,379,601
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
5,016,152
2
Enter amount from Part I, line 27a .....................
2
-315,784
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
679,233
4
Add lines 1, 2, and 3 ..........................
4
5,379,601
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,379,601
Form 990-PF (2024)
Form 990-PF (2024)
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 Delta Air P 2023-11-22 2024-10-28
b ICAHN Ent P 2022-10-31 2024-06-17
c
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 40,000   38,971  
b 25,000   24,566 59
c
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        
b       59
c
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 59
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
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 right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 3,017
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 3,017
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 3,017
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 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. 8 169
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 3,186
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-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 the instructions
for the 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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowOH
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 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressright arrowN/A
14
The books are in care ofright arrowLizbeth Weiss Kohler Telephone no.right arrow (330) 421-5974

Located atright arrow8161 Lake RoadSevilleOH ZIP+4right arrow44273
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, 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 right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2024? .............
1d
 
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow2014, 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
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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 		11,775    
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
NONE
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-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. 532,819
2  
3  
4  
Part VIII-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.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
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
4,927,661
b
Average of monthly cash balances.......................
1b
157,106
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
5,084,767
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
5,084,767
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
76,272
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,008,495
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
250,425
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
250,425
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
3,017
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,017
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
247,408
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
247,408
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
247,408
Part XI
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
List of Attached Documents:
// Content
..........
1a
511,635
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
511,635
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 247,408
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 86,393
b From 2020...... 91,753
c From 2021...... 139,326
d From 2022...... 164,310
e From 2023...... 222,131
f Total of lines 3a through e ........ 703,913
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 511,635
a Applied to 2023, 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 2024 distributable amount..... 247,408
e Remaining amount distributed out of corpus 264,227
5 Excess distributions carryover applied to 2024.    
(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 5 968,140
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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 ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		86,393
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		881,747
10 Analysis of line 9:
a Excess from 2020.... 91,753
b Excess from 2021.... 139,326
c Excess from 2022.... 164,310
d Excess from 2023.... 222,131
e Excess from 2024.... 264,227
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2024, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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 right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
Page 11
Part XIV
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

College of Wooster

1012 Beall Ave
Wooster,OH44691 		    To support non-profit operations 10,000

Applewood Centers Inc

3518 West 25th Street
Cleveland,OH44109 		    To support non-profit operations 5,000

Sweet Briar College

134 Chapel Road
Sweet Briar,VA24595 		    To support non-profit operations 13,000

Salvation Army

4196 Center Road
Brunswick,OH44212 		    To support non-profit operations 3,000

Muscular Dystrophy Assoc of America

1016 W Jackson Blvd 1073
Chicago,IL60607 		    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 25,000

4-H Camp Clifton Inc

2256 Clifton Rd
Yellow Springs,OH45387 		    To support non-profit operations 3,000

Food & Friends

219 Riggs Road NE
Washington,DC20011 		    To support non-profit operations 15,000

Evergreen School

10700 Georgia Ave
Silver Spring,MD20902 		    To support non-profit operations 1,000

4-H Camp Clifton Inc

2256 Clifton Rd
Yellow Springs,OH45387 		    To support non-profit operations 4,500

Alternative Paths

246 Northland Dr 200A
Medina,OH44256 		    To support non-profit operations 1,000

Applewood Centers Inc

3518 West 25th Street
Cleveland,OH44109 		    To support non-profit operations 1,250

Arc of Medina County Camp Paradise

4283 Paradise Road
Seville,OH44273 		    To support non-profit operations 10,000

Arc of Medina County Camp Paradise

4283 Paradise Road
Seville,OH44273 		    To support non-profit operations 2,500

Ashland Special Respnse Team

1211 E Main St
Ashland,OH44805 		    To support non-profit operations 2,000

Hope & Healing Survivor Resource Center

696 E Washington St
Medina,OH44256 		    To support non-profit operations 10,000

Camp Ho Mita Koda Foundation

14040 Auburn Road
Newbury,OH44065 		    To support non-profit operations 2,575

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

515 W Liberty St
Medina,OH44256 		    To support non-profit operations 1,500

Community Health Center

725 E Market St
Akron,OH44305 		    To support non-profit operations 1,021

Concerns of Police Survivors

PO Box 3199
Camdenton,MO65020 		    To support non-profit operations 2,010

Cystic Fibrosis Foundation

425 Literary Rd Ste 100
Cleveland,OH44113 		    To support non-profit operations 1,538

Feeding Medina County

650 W Smith Rd C-8
Medina,OH44256 		    To support non-profit operations 2,066

Fieldstone Farm

16497 Synder Road
Chagrin Falls,OH44023 		    To support non-profit operations 2,500

Girl Scouts of North East Ohio

1 Girl Scout Way
Macedonia,OH440562156 		    To support non-profit operations 15,000

Greater Cleveland Fisher House

PO Box 1852
Cleveland,OH44106 		    To support non-profit operations 766

Habitat for Humanity - Medina County

233 Lafayette Road
Medina,OH44256 		    To support non-profit operations 3,500

HMC Hospice of Medina County

5075 Windfall Rd
Medina,OH44256 		    To support non-profit operations 1,035

Habitat for Humanity NE Michigan

2630 US 23 South
Alpeana,MI49707 		    To support non-profit operations 1,000

Junior Achievement of North Central Ohio

4353 Executive Circle NW
Canton,OH44718 		    To support non-profit operations 4,000

Lafayette Township Volunteer Fire Dept

6776 Wedgewood Rd
Medina,OH44256 		    To support non-profit operations 500

Leadership Medina County

6300 Technology Lane
Medina,OH44256 		    To support non-profit operations 414

Let's Grow Akron Inc

467 Harvey Ave
Akron,OH44314 		    To support non-profit operations 1,000

Matthew 25 Coalition

PO Box 284
Lodi,OH44254 		    To support non-profit operations 2,000

Medina Co Creative Housing

232 N Court Street
Medina,OH44256 		    To support non-profit operations 3,000

Medina County Historical Society

206 N Emwood Street
Medina,OH44256 		    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 County Summer Reinforcement

5175 Rustic Hills Drive
Medina,OH44256 		    To support non-profit operations 1,500

Medina County Veterans Memorial Hall

620 North Broadway
Medina,OH442581343 		    To support non-profit operations 250

Medina General Hospital Foundation

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

11250 Waples Mills Road
Fairfax,VA22030 		    To support non-profit operations 1,000

NRA Special Contribution Fund

PO Box 700
Raton,NM87740 		    To support non-profit operations 500

NationAL Council on Severe Autism

PO Box 26853
San Jose,CA951596853 		    To support non-profit operations 1,635

Newbridge Place

645 Wooster St
Lodi,OH44254 		    To support non-profit operations 1,000

Plainfield Township Public Library

PO Box 247
Hale,MI48739 		    To support non-profit operations 750

Planned Parenthood

444 West Exchange Street
Akron,OH44302 		    To support non-profit operations 2,000

Project Learn of Medina County

105 W Liberty Street Lower
Medina,OH44256 		    To support non-profit operations 2,041

Recovery Center of Medina County

538 W Liberty St
Medina,OH44256 		    To support non-profit operations 1,000

Replay for Kids

600 West Sturbridge Dr
Medina,OH44256 		    To support non-profit operations 1,023

Shop with a Cop - Ashland

1211 E Main St
Ashland,OH44805 		    To support non-profit operations 1,500

Sunbury Urban Farm

2140 Sunbury Rd
Columbus,OH43219 		    To support non-profit operations 2,041

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 3,000

Wadsworth FISH

PO Box 754
Wadsworth,OH44282 		    To support non-profit operations 2,041

Warrior Dog Foundation

5930 Royal Lane Ste E 355
Dallas,TX75230 		    To support non-profit operations 1,510

Cleveland Clinic Foundation

PO Box 931517
Cleveland,OH441931655 		    To support non-profit operations 500

Westfield Township Fire and Rescue

6699 Buffham Road
Seville,OH44273 		    To support non-profit operations 2,000

4-H Club of Clarke County

101 Chalmers Court
Berryville,VA22611 		    To support non-profit operations 2,000

American University- WAMU-FM

PO Box 98101
Washington,DC200908101 		    To support non-profit operations 200

Barns of Rose Hill

PO Box 738
Berryville,VA22611 		    To support non-profit operations 5,000

Blue Ridge Fire & Rescue Co

PO Box 216
Bluemont,VA20135 		    To support non-profit operations 3,000

Blue Ridge Hospice Inc

333 West Cork Street 405
Winchester,VA22601 		    To support non-profit operations 2,000

Blue Ridge Studio for the Performing Arts

5 East Main Street
Berryville,VA22611 		    To support non-profit operations 800

Blue Ridge Wildlife Center

106 Island Farm Lane
Boyce,VA22620 		    To support non-profit operations 618

Catholic Charities

200 N Glebe Road
Arlington,VA22203 		    To support non-profit operations 7,500

CCAP

P O Box 2112
Winchester,VA22604 		    To support non-profit operations 3,000

Clarke Co Conservation Easement Auth

101 Chalmers Court
Berryville,VA22611 		    To support non-profit operations 2,000

Clarke Co Humane Foundation

PO Box 713
Berryville,VA22611 		    To support non-profit operations 600

Clarke County Historical Association

P O Box 306
Berryville,VA22611 		    To support non-profit operations 200

Clarke County Library

101 Chalmers Ct
Berryville,VA22611 		    To support non-profit operations 1,500

Disabled American Veterans

P O Box 14301
Cincinnati,OH452500301 		    To support non-profit operations 515

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

P O Box 5
Norfolk,VA235010005 		    To support non-profit operations 500

Fish of Clarke County Inc

P O Box 1154
Berryville,VA22611 		    To support non-profit operations 4,000

Fort Loudoun Chapter NSDAR

118 Nassau Dr
Winchester,VA22602 		    To support non-profit operations 1,500

Fremont Street Nursery

533 Fremont Street
Winchester,VA22601 		    To support non-profit operations 2,500

Friends of Woodstock School

P O Box 749780
Los Angeles,CA900749780 		    To support non-profit operations 3,000

Girls on the Run of Winchester Inc

420 Glen Lea Court
Winchester,VA22601 		    To support non-profit operations 1,556

Grace Episcopal Church of Berryville

PO Box 678
Berryville,VA226110678 		    To support non-profit operations 2,575

Habitat for Humanity

443 Millwood Ave
Winchester,VA22601 		    To support non-profit operations 2,000

Holy Cross Abbey

901 Cool Spring Lane
Berryville,VA226112700 		    To support non-profit operations 500

Horseshoe Curve Benevolent Assoc

1162 Pine Grove Road
Bluemont,VA20135 		    To support non-profit operations 1,500

John H Enders Fire & Rescue Squad

9 S Buckmarsh St
Berryville,VA22611 		    To support non-profit operations 3,000

Josephine School Community Museum

PO Box 423
Berryville,VA22611 		    To support non-profit operations 1,000

Lord Fairfax Soil & Water Conser Dist

722B East Queen Street
Strasburg,VA226572439 		    To support non-profit operations 400

Ludhiana Christian Medical College Board

P O Box 6275
Evanston,IL60204 		    To support non-profit operations 1,000

Main Street Chamber Orchestra

323 South Church Street
Berryville,VA22611 		    To support non-profit operations 1,000

Maryland Public Television

P O Box 13183
Baltimore,MD212033183 		    To support non-profit operations 100

National Wildlife Federation

P O Box 1637
Merrifield,VA221169894 		    To support non-profit operations 300

Northern Virginia 4-H Ed Center

600 4-H Center Drive
Front Royal,VA22630 		    To support non-profit operations 1,000

Powhatan School

49 Powhatan Lane
Boyce,VA22620 		    To support non-profit operations 10,000

Proctor Academy

P O Box 500
Andover,NH03216 		    To support non-profit operations 2,000

Project HOPE

1220 19th St NW Suite 800
Washington,DC20036 		    To support non-profit operations 1,545

Public Broadcasting Service- WETA

P O Box 96100
Washington,DC200777455 		    To support non-profit operations 500

Sacred Heart Academy

110 Keating Drive
Winchester,VA22601 		    To support non-profit operations 1,000

Saint Bridget of Ireland Church

1024 West Main Street
Berryville,VA22611 		    To support non-profit operations 2,000

Smithsonian Conservation Biology Inst

1500 Remount Rd MRC5530
Front Royal,VA22630 		    To support non-profit operations 3,000

Seniors First

207 Mosby Ln
Front Royal,VA22630 		    To support non-profit operations 1,000

Shenandoah Valley Discovery Museum

19 W Cork St
Winchester,VA22601 		    To support non-profit operations 1,000

The Laurel Center

P O Box 14
Winchester,VA22604 		    To support non-profit operations 3,500

The Museum of Shenandoah Valley

901 Amherst St
Winchester,VA22601 		    To support non-profit operations 824

Treasurer of Clarke County

P O Box 537
Berryville,VA22611 		    To support non-profit operations 4,000

Virginia Avenue Charlotte

550 Virginia Ave
Winchester,VA22601 		    To support non-profit operations 3,600

Westtown School

975 Westtown Road
West Chester,PA19382 		    To support non-profit operations 300

Wildlife Veterinary Care

P O Box 288
Millwood,VA22646 		    To support non-profit operations 1,000

Winchester Union Rescue Mission

435 North Cameron Street
Winchester,VA22601 		    To support non-profit operations 2,058

WMC Foundation Angel Fund

220 Campus Blvd Suite 402A
Winchester,VA22601 		    To support non-profit operations 1,000

World Ocean School

P O Box 51091
Boston,MA02205 		    To support non-profit operations 1,000

Wounded Warrior Project

P O Box 758517
Topeka,KS66675 		    To support non-profit operations 618

Achievement Center for Children

4255 Northfield Road
Highland Hills,OH44128 		    To support non-profit operations 1,500

Akron Children's Hospital Foundation

1 Perkins Square
Akron,OH44308 		    To support non-profit operations 2,000

American Cancer Society

10501 Euclid Avenue
Cleveland,OH44106 		    To support non-profit operations 2,000

American Heart Association

1375 E 9th St Ste 600
Cleveland,OH441141785 		    To support non-profit operations 2,000

American Lung Association of NE Ohio

5755 Granger Rd Suite 905
Independence,OH44131 		    To support non-profit operations 1,055

American Red Cross

501 W Market Street
Akron,OH44303 		    To support non-profit operations 2,050

Beech Brook

3737 Lander Rd
Cleveland,OH44124 		    To support non-profit operations 1,000

Bellefaire JCB

22001 Fairmount Blvd
Cleveland,OH44118 		    To support non-profit operations 1,000

City Mission

5310 Carnegie Ave
Cleveland,OH441034360 		    To support non-profit operations 1,030

The Centers' HOPE Campus

11401 Lorain Ave
Cleveland,OH44111 		    To support non-profit operations 1,500

College of Wooster

1012 Beall Ave
Wooster,OH44691 		    To support non-profit operations 10,000

Goodwill Industries of Akron Inc

3500 Medina Rd
Medina,OH44256 		    To support non-profit operations 750

Hadley School for the Blind

7000 Elm St
Winnetka,IL600932554 		    To support non-profit operations 1,050

Kidney Foundation of Ohio

2831 Prospect Ave
Cleveland,OH44115 		    To support non-profit operations 1,010

The Hattie Larlham Foundation Inc

9772 Diagonal Road
Mantua,OH442551200 		    To support non-profit operations 1,534

Leukemia & Lymphoma Society of America

PO Box 22324
New York,NY10087 		    To support non-profit operations 1,050

Little City

1760 W Algonquin Road
Palatine,IL60067 		    To support non-profit operations 540

Lutheran Metropolitan Ministry

4100 Franklin Blvd
Cleveland,OH441132895 		    To support non-profit operations 1,000

Multiple Sclerosis Society

6155 Rockside Road 202
Independence,OH44131 		    To support non-profit operations 1,000

Muscular Dystrophy Assoc of America

1016 W Jackson Blvd 1073
Chicago,IL60607 		    To support non-profit operations 1,000

Prevent Blindness

6803 Mayfield Rd Ste 111
Cleveland,OH44124 		    To support non-profit operations 1,000

Salvation Army

4196 Center Road
Brunswick,OH44212 		    To support non-profit operations 3,000

Special Olympics - Ohio

3303 Winchester Pike
Columbus,OH43232 		    To support non-profit operations 1,025

St Joseph's Indian School

1301 N Main St
Chamberlain,SD57325 		    To support non-profit operations 500

St Labre Indian School

Tongue River Road
Ashland,MT590041001 		    To support non-profit operations 772

St Rita School for the Deaf

1720 Glendale-Milford Road
Cincinnati,OH45215 		    To support non-profit operations 772

UH Rainbow Babies & Children's Foundation

11100 Euclid Avenue
Cleveland,OH44106 		    To support non-profit operations 2,000

University of the Cumberlands

6178 College Station Dr
Williamsburg,KY407699990 		    To support non-profit operations 3,000

Warren Wilson College

701 Warren Wilson Road
Swannanoa,NC287782099 		    To support non-profit operations 1,620

Animal Welfare Institute

900 Pennsylvania Ave SE
Washington,DC20003 		    To support non-profit operations 3,000

Applewood Centers Inc

3518 West 25th Street
Cleveland,OH44109 		    To support non-profit operations 5,000

Arthritis Foundation

1355 Peachtree St Suite 600
Atlanta,GA30309 		    To support non-profit operations 2,113

Carolina Ballet

3401 Atlantic Ave 131
Raleigh,NC27604 		    To support non-profit operations 13,000

Cleveland Animal Protective League

1729 Willey Ave
Cleveland,OH44113 		    To support non-profit operations 2,577

Cleveland Hearing & Speech Center

11635 Euclid Ave
Cleveland,OH44106 		    To support non-profit operations 3,090

Cleveland Sight Center

1909 East 101st St
Cleveland,OH441068696 		    To support non-profit operations 3,005

Colgate University

PO Box 313
Canajoharie,NY13317 		    To support non-profit operations 1,000

Colonial Williamsburg Foundation

P O Box 1776
Williamsburg,VA23187 		    To support non-profit operations 1,558

Deep Well Project

PO Box 5543
Hilton Head,SC299385543 		    To support non-profit operations 1,000

Duke University

Box 90581
Durham,NC277080581 		    To support non-profit operations 3,000

George Washington's Mount Vermon

P O Box 110
Mount Vernon,VA23187 		    To support non-profit operations 1,500

Glaucoma Foundation

80 Maiden Lane Suite 700
New York,NY10038 		    To support non-profit operations 2,000

Lake Erie Nature & Science Center

28728 Wolf Rd
Cleveland,OH44140 		    To support non-profit operations 20,000

Lake Ridge Academy

37501 Center Ridge Rd
North Ridgeville,OH44039 		    To support non-profit operations 5,005

Med Share

3240 Clifton Springs Rd
Decatur,GA30034 		    To support non-profit operations 2,000

Memorial Sloan Kettering Cancer Center

PO Box 5028
Hagerstown,MD217415028 		    To support non-profit operations 2,000

Mitchelville Preservation Project Inc

PO Box 21758
Hilton Head Island,SC299251758 		    To support non-profit operations 2,060

Planned Parenthood Federation of America

PO Box 97166
Washington,DC200907166 		    To support non-profit operations 2,000

Project CURE

10377 East Geddes Ave Suite 200
Centennial,CO80112 		    To support non-profit operations 2,079

Project Esperanza

1291 Valley Mill Rd
Winchester,VA22602 		    To support non-profit operations 2,000

Sierra Club Foundation

2101 Webster St Suite 1250
Oakland,CA94612 		    To support non-profit operations 2,060

Skidmore College

815 N Broadway
Saratoga Springs,NY12866 		    To support non-profit operations 3,000

Sweet Briar College

134 Chapel Road
Sweet Briar,VA24595 		    To support non-profit operations 13,000

The Nature Conservancy

4245 N Fairfax Dr Suite 100
Arlington,VA22203 		    To support non-profit operations 5,000

Western Reserve Land Conservancy

3850 Chagrin River Road
Moreland Hills,OH440221131 		    To support non-profit operations 3,116

Wildlife Center of Virginia

1800 South Delphine Ave
Waynesboro,VA22980 		    To support non-profit operations 2,100

Winchester Little Theatre

315 Boscawen Street
Winchester,VA22601 		    To support non-profit operations 3,000

World Central Kitchen

200 Massachusetts Ave NW 7th FL
Washington,DC20001 		    To support non-profit operations 2,089

Emanuel Food Pantry

2504 N Roxboro St
Durham,NC27704 		    To support non-profit operations 5,150

Amherst College

PO Box 2228
Amherst,MA01002 		    To support non-profit operations 2,000

Art Enables

2204 Rhode Island Ave NE
Washington,DC20018 		    To support non-profit operations 500

Boston University School of Law

765 Commonwealth Ave
Boston,MA02215 		    To support non-profit operations 2,000

Cape Cod Chamber Music Festival

PO Box 1934
North Eastham,MA02651 		    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 500

Community Cooperative

3429 MLK Blvd
Fort Myers,FL33916 		    To support non-profit operations 1,000

Dumbarton Arts & Education

3133 Dumbarton St NW
Washington,DC20007 		    To support non-profit operations 500

Dunklin Memorial Church Inc

3342 SW Hosanah Ln
Okeechobee,FL34974 		    To support non-profit operations 500

ECHO

17391 Durrance Road
N Fort Myers,FL33917 		    To support non-profit operations 1,000

First Presbyterian Church of Fort Myers

2438 Second St
Fort Myers,FL33901 		    To support non-profit operations 5,000

Focused Ultrasound Foundation

1230 Cedars Court Ste206
Charlottesville,VA22903 		    To support non-profit operations 1,000

Glen Helen Association

405 Corry St
Yellow Springs,OH45387 		    To support non-profit operations 1,000

Green Acres School

11701 Danville Dr
Rockville,MD208523799 		    To support non-profit operations 1,000

Habitat for Humanity Lee & Henry Counties

12751 New Brittany Blvd Ste 100
Fort Myers,FL33907 		    To support non-profit operations 1,000

Harry Chapin Food Bank

3760 Fowler St
Fort Myers,FL33901 		    To support non-profit operations 1,000

Hawaii Community Foundation

827 Fort Street Mall
Honolulu,HI96813 		    To support non-profit operations 500

House of Ruth

PO Box 416
Merrifield,VA221169589 		    To support non-profit operations 500

The Local Journalism Project

PO Box 391
Provincetown,MA02657 		    To support non-profit operations 500

McLean Project for the Arts

1234 Ingleside Ave
McLean,VA22101 		    To support non-profit operations 500

The Microchip Initiative

119 West Davis Street
Yellow Springs,OH45387 		    To support non-profit operations 1,000

Miriam's Kitchen

2401 Virginia Ave NW
Washington,DC20037 		    To support non-profit operations 500

Planned Parenthood Federation of America

PO Box 97166
Washington,DC200907166 		    To support non-profit operations 1,000

Planned Parenthood of Metro DC

1225 4th Street NE
Washington,DC20002 		    To support non-profit operations 500

Provincetown Art Association & Museum

460 Commercial St
Provincetown,MA02657 		    To support non-profit operations 500

Seaside Seabird Sanctuary

18328 Gulf Blvd
Indian Shores,FL33785 		    To support non-profit operations 500

The Sentencing Project

1705 DeSales St NW 8th FL
Washington,DC20036 		    To support non-profit operations 500

Sierra Club Foundation

2101 Webster St Suite 1250
Oakland,CA94612 		    To support non-profit operations 1,000

Smith College

76 Elm Street
Northampton,MA01063 		    To support non-profit operations 2,000

Southern Poverty Law Center

400 Washington Ave
Montgomery,AL36104 		    To support non-profit operations 500

Congregational Church of

PO Box 804
Summerfield,FL34492 		    To support non-profit operations 2,500

Touchstone Foundation

901 New York Ave NW
Washington,DC20001 		    To support non-profit operations 500

Trout Unlimited

PO Box 7400
Woolly Bugger,WV254387400 		    To support non-profit operations 500

Truro Center for the Arts at Castle Hill

PO Box 756
Truro,MA02666 		    To support non-profit operations 10,000

Vassar College

161 College Ave
Poughkeepsie,NY12603 		    To support non-profit operations 1,000

Union of Concerned Scientists

2 Brattle Sq
Cambridge,MA021383742 		    To support non-profit operations 15,000
Total .................................right arrow 3a 511,635
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-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 48,363      
4 Dividends and interest from securities .... 900099 168,613      
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 59 18    
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 217,035    
13Total. Add line 12, columns (b), (d), and (e)..................
13
217,035
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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.
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID: 24019898
Software Version: 24.0.1.0


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
The Clara Weiss Fund
EIN:
34-6556158
Software ID:
24019898
Software Version:
24.0.1.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Accounting fees 3,850      

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

TY 2024 DepreciationSchedule
Name:
The Clara Weiss Fund
EIN:
34-6556158
Software ID:
24019898
Software Version:
24.0.1.0
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 2024 InvestmentsCorpBondsSchedule
Name:
The Clara Weiss Fund
EIN:
34-6556158
Software ID:
24019898
Software Version:
24.0.1.0
Name of Bond End of Year Book Value End of Year Fair Market Value

TY 2024 InvestmentsCorpStockSchedule
Name:
The Clara Weiss Fund
EIN:
34-6556158
Software ID:
24019898
Software Version:
24.0.1.0
Name of Stock End of Year Book Value End of Year Fair Market Value
Stifel Equities 4,284,666 4,284,666
Stifel Preferreds 174,855 174,855
Stifel Fixed Income 373,334 373,334
Stifel Mutual Funds 114,423 114,423
Stifel Smart Rate Program 552,172 552,172

TY 2024 InvestmentsOtherSchedule2
Name:
The Clara Weiss Fund
EIN:
34-6556158
Software ID:
24019898
Software Version:
24.0.1.0
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value

TY 2024 LandEtcSchedule2
Name:
The Clara Weiss Fund
EIN:
34-6556158
Software ID:
24019898
Software Version:
24.0.1.0
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
Computer 1,232 1,232    


TY 2024 OtherAssetsSchedule
Name:
The Clara Weiss Fund
EIN:
34-6556158
Software ID:
24019898
Software Version:
24.0.1.0
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value


TY 2024 OtherExpensesSchedule
Name:
The Clara Weiss Fund
EIN:
34-6556158
Software ID:
24019898
Software Version:
24.0.1.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Broker/Bank fees 73      
FIling fees 200      
Postage 1,812      


TY 2024 OtherIncreasesSchedule
Name:
The Clara Weiss Fund
EIN:
34-6556158
Software ID:
24019898
Software Version:
24.0.1.0
Description Amount
Unrealized gain 419,835
Voided checks from BOY 259,398


TY 2024 TaxesSchedule
Name:
The Clara Weiss Fund
EIN:
34-6556158
Software ID:
24019898
Software Version:
24.0.1.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Taxes 3,474