WEISS FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WEISS FAMILY FOUNDATION (EIN 20-8916545)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202413209349104976
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T13:37:36-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 293 EISENHOWER PARKWAY 2ND FLOOR | AddressLine1Txt |
| City | LIVINGSTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07039 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208916545 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEISS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEIS | BusinessNameControlTxt |
| Phone | 9173128668 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7252 FISHER ISLAND DRIVE | AddressLine1Txt |
| City | MIAMI BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 331090747 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RACHEL FLAX | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9173128668 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT SIEGEL | PreparerPersonNm |
| PTIN | P00094592 | PTIN |
| Phone | 9739949494 | PhoneNum |
| Preparation | 2024-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $102,416,432 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $22,602 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $586,641 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $586,641 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$391,016 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,320,416 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $332,047 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $332,047 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $550,274 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $918,688 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $268,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $268,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $68,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $68,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $50,910 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $50,796 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $23,897 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $21,830 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,000 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $2,053 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2,053 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $49,497 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $24,047 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $20,180 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $889 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $889 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $344,800 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $339,454 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,459 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $812,046 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $365,554 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $439,154 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,591,601 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,591,601 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,403,647 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $365,554 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,030,755 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,853,373 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $553,134 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,696,447 | CashBOYAmt |
| Cash EOY | $734,885 | CashEOYAmt |
| Cash EOYFMV | $734,885 | CashEOYFMVAmt |
| Acct Rcvbl | $216,647 | AcctRcvblAmt |
| Acct Rcvbl EOY | $216,647 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $216,647 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $97,126,287 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $101,464,900 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $101,464,900 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $107,822,734 | TotalAssetsBOYAmt |
| Total Assets EOY | $102,416,432 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $102,416,432 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $41,294 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $7,632 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $41,294 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,632 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $107,781,440 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $102,408,800 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $107,781,440 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $102,408,800 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $107,822,734 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $102,416,432 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $107,781,440 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,853,373 | ExcessRevenueOverExpensesAmt |
| Other Increases | $122,256 | OtherIncreasesAmt |
| Subtotal | $103,050,323 | SubtotalAmt |
| Other Decreases | $641,523 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $102,408,800 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| FIDELITY STCL | P | $1,270,903 | $1,309,856 | -$38,953 | -$38,953 |
| FIDELITY LTCL | P | $49,002 | $301,631 | -$252,629 | -$252,629 |
| CLASS ACTION PROCEEDS | P | $511 | $511 | $511 | |
| FROM PARTNERSHIP - SAVIOR PLSTQ | P | $99,945 | -$99,945 | -$99,945 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$391,016 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,689 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,689 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,689 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,270 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $15,270 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $89 | EsPenaltyAmt |
| Overpayment | $7,492 | OverpaymentAmt |
| Applied To ES Tax | $7,492 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RACHEL FLAX | IndividualWithBooksNm |
| Phone | 9173128668 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7252 FISHER ISLAND DRIVE | AddressLine1Txt |
| City | MIAMI BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 331090747 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RACHEL FLAX | ||||||||
| 145 EAST 92ND STREET APT 9BC | NEW YORK | NY | 10128 | EXECUTIVE DIRECTOR | 40.00 | $268,000 | $50,486 | $2,113 |
| GEORGE A WEISS | ||||||||
| 7252 FISHER ISLAND DRIVE | FISHER ISLAND | FL | 33109 | FORMER TRUSTEE | 0.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BELINDA KRUKAR | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 605 GUERDAT ROAD | AddressLine1Txt |
| City | TORRINGTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06790 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ACCOUNTING MANAGER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 10.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $68,000 | CompensationAmt |
| Employee Benefits | $2,040 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $100,928,215 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,915,436 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $104,843,651 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $104,843,651 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,572,655 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $103,270,996 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,163,550 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,163,550 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,689 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,689 | TotalTaxAmt |
| Distributable Before Adj | $5,155,861 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,155,861 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,155,861 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,030,755 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,030,755 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,155,861 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,830,446 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,624,813 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $1,610,490 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,065,749 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,030,755 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,030,755 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $125,106 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $125,106 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,940,643 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,705,340 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,235,303 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,624,813 | ExcessFromYear4Amt |
| Excess From Year1 | $1,610,490 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GEORGE A WEISS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AVON OLD FARMS | ||||||||
| 500 OLD FARMS RD | AVON | CT | 06001 | N/A | PC | TO SUPPORT THE BOARDING SCHOOL | $20,000 | |
| COCOA PACKS | ||||||||
| 1016 OLD WEST CHOCOLAGE AVE | HERSHEY | PA | 17033 | N/A | PC | TO PROVIDE FOOD AND SUPPORT TO LOCAL CHILDREN IN NEED. | $15,000 | |
| COMMUNITY INFORMATION TRUST | ||||||||
| 7205 DODGE STREET | OMAHA | NE | 68114 | N/A | PC | TO SUPPORT OPERATIONS OF THE NATION'S FIRST TECHNOLOGY LIBRARY | $20,000 | |
| COUNCIL FOR NATIVE HAWAIIAN ADVANCEMENT | ||||||||
| 91-1270 KINOIKI ST BLDG 1 | KAPOLEI | HI | 96707 | N/A | PC | TO SUPPORT NATIVE HAWAIIAN ADVANCEMENT | $15,000 | |
| FRIENDS OF UNITED HATZALAH | ||||||||
| 442 5TH AVE 1866 | NEW YORK | NY | 10018 | N/A | PC | TO SUPPORT SAVINGS LIVES IN ISRAEL | $1,136,000 | |
| GEORGIA INNOCENCE PROJECT | ||||||||
| 2645 NORTH DECATUR ROAD | DECATUR | GA | 30033 | N/A | PC | TO SUPPORT PROGRAMS TO OVERTURN WRONGFUL CONVICTIONS. | $25,000 | |
| HADASSAH THE WOMEN'S ZIONIST ORGANIZATION OF AMERICAN INC | ||||||||
| TRUMP BLDG 40 WALL ST | NEW YORK | NY | 10005 | N/A | PC | TO SUPPORT AMERICAN JEWISH WOMEN | $495,000 | |
| HARLEM VILLAGE ACADEMIES | ||||||||
| 15 PENN PLAZA 15 | NEW YORK | NY | 10001 | N/A | PC | TO SUPPORT PROGRAMS THAT SUPPORT STUDENTS TO BECOME MEANINGFUL CONTRIBUTORS TO SOCIETY. | $15,000 | |
| HORATIO ALGER | ||||||||
| 99 CANAL CENTER PLAZA SUITE 320 | ALEXANDRIA | VA | 22314 | N/A | PC | TO SUPPORT INDIVIDUALS WHO PERSONIFY THE AMERICAN DREAM | $150,000 | |
| IVY FOOTBALL ASSOCIATION | ||||||||
| 390 5TH AVE RM 910 | NEW YORK | NY | 100188111 | N/A | PC | TO SUPPORT IVY LEAGUE FOOTBALL | $45,000 | |
| LAHEY CLINIC | ||||||||
| 41 MALL ROAD | BURLINGTON | MA | 01805 | N/A | PC | TO SUPPORT PROGRAMS TO PROVIDE THE MOST ADVANCE, COMPASSIONATE AND COMPREHENSIVE CARE AVAILABLE. | $5,000 | |
| LESLEY UNIVERSITY | ||||||||
| 29 EVERETT STREET | CAMBRIDGE | MA | 02138 | N/A | PC | TO SUPPORT EDUCATIONAL PROGRAMS IN THE SERVICE PROFESSIONS AND THE ARTS. | $5,000 | |
| LINCOLN CENTER FOR THE PERFORMING ARTS | ||||||||
| LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | N/A | PC | TO SUPPORT THE LINCOLN CENTER FOR THE PERFORMING ARTS | $50,000 | |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | ||||||||
| 77 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | N/A | PC | TO SUPPORT THE MASSACHUSETTS INSTITUTE OF TECHNOLOGY | $25,000 | |
| MILKEN INSTITUTE | ||||||||
| 1250 4TH STREET | SANTA MONICA | CA | 90401 | N/A | PC | TO SUPPORT PROGRAMS TO IMPROVE THE LIVES AND ECONOMIC CONDITIONS OF DIVERSE POPULATIONS. | $50,000 | |
| OPEN HEARTS FOUNDATION | ||||||||
| 2637 TOWNGATE RD | WESTLAKE VILLAGE | CA | 91361 | N/A | PC | TO SUPPORT PROGRAMS TO SERVE VULNERABLE WOMEN, CHILDREN, AND POPULATIONS IMPACTED NO EQUITABLE ACCESS. | $25,000 | |
| PENNSYLVANIA REGIONAL TRAINING CENTER | ||||||||
| 235 SOUTH 33RD STREET | PHILADELPHIA | PA | 19014 | N/A | PC | TO SUPPORT THE PENNSYLVANIA WRESTLING PROGRAM. | $30,000 | |
| PHILLIP AND PATRICIA FROST MUSEUM OF SCIENCE | ||||||||
| 1101 BISCAYNE BOULEVARD | MIAMI | FL | 33132 | N/A | PC | TO SUPPORT PROGRAMS TO BETTER UNDERSTAND PEOPLE AND THE WORLD THROUGH SCIENCE AND TECHNOLOGY. | $25,000 | |
| SAINT JOSEPH'S COLLEGE | ||||||||
| 278 WHITES BRIDGE ROAD | STANDISH | ME | 04084 | N/A | PC | TO SUPPORT THE SISTER MARY GEORGE O'TOOLE ENDOWED SCHOLARSHIP. | $5,000 | |
| SAY YES BUFFALO SCHOLARSHIP | ||||||||
| 1166 JEFFERSON AVE STE A | BUFFALO | NY | 14208 | N/A | PC | TO SUPPORT PROGRAMS THAT PROMOTE POST-SECONDARY EDUCATION FOR AT-RISK CHILDREN. | $1,657,666 | |
| TEMPLE EMANU-EL | ||||||||
| 1701 WASHINGTON AVE | MIAMI | FL | 33139 | N/A | PC | TO SUPPORT THE SYNAGOGUE AND ITS CHARITABLE PROGRAMS. | $25,000 | |
| THE METROPOLITAN OPERA | ||||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | N/A | PC | TO SUPPORT PROGRAMS FOR THE PURPOSE OF SUSTAINING, ENCOURAGING,AND PROMOTING MUSICAL ART. | $25,000 | |
| TRENTON POP WARNER | ||||||||
| 533 MAPLE AVE | EWING | NJ | 08618 | N/A | PC | TO SUPPORT FOOTBALL AND CHEER PROGRAMS. | $1,800 | |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT ST 433 FRANKLIN | PHILADELPHIA | PA | 19104 | N/A | PC | TO SUPPORT THE FOOTBALL PROGRAM. | $360,000 | BUILDING |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT ST 433 FRANKLIN | PHILADELPHIA | PA | 19104 | N/A | PC | TO SUPPOR THE SQUASH PROGRAM. | $15,000 | BUILDING |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT ST 433 FRANKLIN | PHILADELPHIA | PA | 19104 | N/A | PC | TO SUPPORT THE DERMATOLOGY PROGRAM. | $63,135 | BUILDING |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT ST 433 FRANKLIN | PHILADELPHIA | PA | 19104 | N/A | PC | TO SUPPORT THE TENNIS PROGRAM. | $15,000 | BUILDING |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT ST 433 FRANKLIN | PHILADELPHIA | PA | 19104 | N/A | PC | TO SUPPORT THE LACROSS PROGRAM. | $10,000 | BUILDING |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT ST 433 FRANKLIN | PHILADELPHIA | PA | 19104 | N/A | PC | TO SUPPORT THE BASEBALL PROGRAM | $10,000 | BUILDING |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT ST 433 FRANKLIN | PHILADELPHIA | PA | 19104 | N/A | PC | TO SUPPORT THE GRAPPLERS PROGRAM | $25,000 | BUILDING |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT ST 433 FRANKLIN | PHILADELPHIA | PA | 19104 | N/A | PC | TO SUPPORT THE BASKETBALL PROGRAM | $25,000 | BUILDING |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT ST 433 FRANKLIN | PHILADELPHIA | PA | 19104 | N/A | PC | TO SUPPORT THE ROWING PROGRAM | $20,000 | BUILDING |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3401 CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | N/A | PC | TO SUPPORT THE WEIGHTMAN STRATEGIC INITIATIVES | $18,000 | |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT ST 433 FRANKLIN | PHILADELPHIA | PA | 19104 | N/A | PC | TO SUPPORT THE ATHLETE NUTRITION CENTER | $100,000 | BUILDING |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT ST 433 FRANKLIN | PHILADELPHIA | PA | 19104 | N/A | PC | TO SUPPORT THE SOCCER PROGRAM. | $20,000 | BUILDING |
| QUALIA THE SCHOOL FOR DEEPER LEARNING | ||||||||
| 4345 LAS VIRGENES RD | CALABASAS | CA | 91302 | N/A | PC | TO SUPPORT QUALIA: THE SCHOOL FOR DEEPER LEARNING | $5,000 | |
| RONALD MCDONALD HOUSE | ||||||||
| 405 E 73RD ST | NEW YORK | NY | 10021 | N/A | PC | TO SUPPORT TEMPORARY HOUSING FOR CHILDREN BATTLING PEDIATRIC CANCER | $15,000 | |
| UNITAS NORTH AMERICA | ||||||||
| 1177 AVENUE OF THE AMERICANS FL 5 | NEW YORK | NY | 100362714 | N/A | PC | TO SUPPORT THE DISRUPTION OF HUMAN TRAFFICKING AND EXPLOITATION | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,591,601 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $586,641 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $332,047 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$391,016 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $527,672 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $527,672 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAY YES TO EDUCATION INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 CAPITAL BLVD 201 | AddressLine1Txt |
| City | ROCKY HILL | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $22,602 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,000 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN PARTNERSHIPS | FMV | $4,906,298 | $4,906,298 |
| INVESTMENT IN FOREIGN CORPORATION | FMV | $90,645,777 | $90,645,777 |
| INVESTMENT IN STOCKS AND MUTUAL FUNDS | FMV | $5,912,825 | $5,912,825 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $23,897 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $21,830 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON SECURITIES | Desc |
| Amt | $641,523 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $4,856 | $0 | $4,969 |
| INSURANCE | $490 | $0 | $490 |
| TRADER DEDUCTIONS | $126,674 | $126,674 | $0 |
| PORTFOLIO DEDUCITONS | $212,780 | $212,780 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| GHISAILL PARTNERS | $461 | $461 | $461 |
| 475(F) INCOME FROM PARTNERSHIP - GHISAILL PARTNERS | $185,164 | $185,164 | $185,164 |
| 475(F) INCOME FROM PARTNERSHIP - SABBY VOLATILITY WARRANT FUND | $146,915 | $146,915 | $146,915 |
| 475(F) INCOME FROM PARTNERSHIP - NATARE CAPITAL MARKETS EVENTS FUND | -$493 | -$493 | -$493 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENT | Desc |
| Amt | $122,256 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAX | $20,180 | $0 | $20,180 |
| EXCISE TAXES | $5,270 | $0 | $0 |
| FOREIGN TAX | $24,047 | $24,047 | $0 |
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