WEEKLY FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
WEEKLY FAMILY FOUNDATION (EIN 31-1815741)
Tax period
2022-01-01 to 2022-12-31
Filed
2024-01-31
IRS object ID
202420319349100402
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-01-31T06:22:04-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN263876245PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DAVIS & ASSOCIATES CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line128901 TRAILS EDGE BLVD STE 205AddressLine1Txt
CityBONITA SPRINGSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34134ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311815741EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WEEKLY FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWEEKBusinessNameControlTxt
Phone2397938762PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line128551 CALABRIA CT 102AddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34110ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2397938762PhoneNum
Signature2023-01-23SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstROYPersonFirstNm
Person LastWEEKLYPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRUSSELL T PANKS CPAPreparerPersonNm
PTINP00289614PTIN
Phone2394445945PhoneNum
Preparation2024-01-31PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$4,273,312ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,860InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,860InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1,860InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$1,314DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,314DividendsNetInvstIncmAmt
Dividends Adj Net Incm$1,314DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$3,888,893NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$20,036,673GrossSalesPriceAmt
Total Rev And Expnss$387,593TotalRevAndExpnssAmt
Total Net Invst Incm$3,174TotalNetInvstIncmAmt
Total Adj Net Incm$3,174TotalAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$0TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$20,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$20,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$20,000TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$20,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$367,593ExcessRevenueOverExpensesAmt
Net Investment Income$3,174NetInvestmentIncomeAmt
Adjusted Net Income$3,174AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$720,720SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,088,313SavAndTempCashInvstEOYAmt
Total Assets BOY$720,720TotalAssetsBOYAmt
Total Assets EOY$1,088,313TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$720,720NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,088,313NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$720,720TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,088,313TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$720,720TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,088,313TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$720,720TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$367,593ExcessRevenueOverExpensesAmt
Subtotal$1,088,313SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,088,313TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$44InvestmentIncomeExciseTaxAmt
Subtotal$44SubtotalAmt
Tax Based On Investment Income$44TaxBasedOnInvestmentIncomeAmt
Tax Due$44TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksROYIndividualWithBooksNm
Phone2397938762PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line128551 CALABRIA CTAddressLine1Txt
Address Line2102AddressLine2Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34110ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsYes (true)BusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonROYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line128551 CALABRIA CTAddressLine1Txt
Address Line2102AddressLine2Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34110ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos000.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$650,000AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$500,000AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,150,000TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,150,000AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$17,250CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,132,750NetVlNoncharitableAssetsAmt
Minimum Investment Return$56,638MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$56,638MinimumInvestmentReturnAmt
Tax Based On Investment Income$44TaxBasedOnInvestmentIncomeAmt
Total Tax$44TotalTaxAmt
Distributable Before Adj$56,594DistributableBeforeAdjAmt
Distributable Before Ded$56,594DistributableBeforeDedAmt
Distributable As Adjusted$56,594DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$20,000ExpensesAndContributionsAmt
Qualifying Distributions$20,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$56,594DistributableAsAdjustedAmt
Qualifying Distributions$20,000QualifyingDistributionsAmt
Applied To Current Year$20,000AppliedToCurrentYearAmt
Undistributed Income CY$36,594UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerROY AND PAMELA WEEKLYContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CLEVELAND CLINIC FOUNDATION
9500 EUCLID AVECLEVELANDOH44195MEDICAL CAREPATIENT CARE$10,000
CLEVELAND CLINIC FOUNDATION
9500 EUCLID AVECLEVELANDOH44195MEDICAL CAREPATIENT CARE$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$20,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion$1,860ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,314ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$3,888,893RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$3,174ExclusionAmt
Related Or Exempt Function Incm-$3,888,893RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$3,885,719TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetAMERITRADEAssetDesc
Acquired2022-10AcquiredDt
How AcquiredPURCHASEHowAcquiredTxt
Sold2022-12SoldDt
Gross Sales Price$20,036,673GrossSalesPriceAmt
Basis$23,925,566BasisAmt
Total Net-$3,888,893TotalNetAmt

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