WEEDEN FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
WEEDEN FOUNDATION (EIN 94-6109313)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-15
IRS object ID
202413209349107146
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-15T15:51:11-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WITHUMSMITHBROWN PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11411 BROADWAY 9TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN946109313EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WEEDEN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% PEGGY KENNEDYInCareOfNm
Business Name ControlWEEDBusinessNameControlTxt
Phone9148641375PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 606AddressLine1Txt
CityBedford HillsCityNm
State AbbreviationNYStateAbbreviationCd
ZIP105070606ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNICHOLAS LEIBOWITZPersonNm
Person TitleTREASURERPersonTitleTxt
Phone9148641375PhoneNum
Signature2024-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonIsrael Tannenbaum CPAPreparerPersonNm
PTINP01589203PTIN
Phone2127519100PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$41,177,206FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$886,113DividendsRevAndExpnssAmt
Dividends Net Invst Incm$886,113DividendsNetInvstIncmAmt
Dividends Adj Net Incm$886,113DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$720,886NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$18,957,002GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$720,886CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$51,318OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$51,318OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm-$51,318OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$1,555,681TotalRevAndExpnssAmt
Total Net Invst Incm$1,555,681TotalNetInvstIncmAmt
Total Adj Net Incm$834,795TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Oth Empl Slrs Wgs Rev And Expnss$90,000OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$36,000OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$36,000OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$54,000OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$6,250PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$2,500PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$2,500PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$3,750PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$9,820AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,928AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$3,928AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$5,892AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$100,584OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$97,127OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$2,305OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$3,457OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$52,037TaxesRevAndExpnssAmt
Taxes Net Invst Incm$17,732TaxesNetInvstIncmAmt
Taxes Adj Net Incm$17,732TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$9,205TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$48,000OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$19,200OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$19,200OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$28,800OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$158,050TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$63,220TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$63,220TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$94,830TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$64,719OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$25,888OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$25,888OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$38,831OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$529,460TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$265,595TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$170,773TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$238,765TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,705,283ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,705,283ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,234,743TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$265,595TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$170,773TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,944,048TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$679,062ExcessRevenueOverExpensesAmt
Net Investment Income$1,290,086NetInvestmentIncomeAmt
Adjusted Net Income$664,022AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,339,617CashBOYAmt
Cash EOY$274,893CashEOYAmt
Cash EOYFMV$274,893CashEOYFMVAmt
Other Nts And Loans Rcvbl$200,000OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl BOY$200,000OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$200,000OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$200,000OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$36,365,389CorporateStockBOYAmt
Corporate Stock EOY$36,852,835CorporateStockEOYAmt
Corporate Stock EOYFMV$40,702,313CorporateStockEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$43,136LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$43,136LandBldgEquipAccumDeprecAmt
Total Assets BOY$37,905,006TotalAssetsBOYAmt
Total Assets EOY$37,327,728TotalAssetsEOYAmt
Total Assets EOYFMV$41,177,206TotalAssetsEOYFMVAmt
Accounts Payable BOY$35AccountsPayableBOYAmt
Accounts Payable EOY$0AccountsPayableEOYAmt
Total Liabilities BOY$35TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$37,904,971CapitalStockBOYAmt
Capital Stock EOY$37,327,728CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$37,904,971TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$37,327,728TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$37,905,006TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$37,327,728TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$37,904,971TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$679,062ExcessRevenueOverExpensesAmt
Other Increases$101,819OtherIncreasesAmt
Subtotal$37,327,728SubtotalAmt
Tot Net Ast Or Fund Balances EOY$37,327,728TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDt
BANK OF AMERICA - DETAILS AVAILABLE UPON REQUESTP2023-12-31$1,229,666$1,239,047-$9,381-$9,381
BANK OF AMERICA - DETAILS AVAILABLE UPON REQUESTP2023-12-31$1,098,340$1,027,602$70,738$70,738
FIDELITY - DETAILS AVAILABLE UPON REQUESTP2023-06-30$5,445,211$4,722,728$722,483$722,483
PETER B CANNELL - DETAILS AVAILABLE UPON REQUESTP2023-12-31$10,617,399$10,564,528$52,871$52,8712023-01-01
PETER B CANNELL - DETAILS AVAILABLE UPON REQUESTP2023-12-31$494,696$626,664-$131,968-$131,9682022-01-01
HEARTWOOD FORESTLAND FUND V, LPP2023-12-31$22,544$22,544$22,544
THE OVERLOOK PARTNERS FUND, LPP$7,911$7,911$7,911
THE OVERLOOK PARTNERS FUND, LPP2023-12-31$54,648-$54,648-$54,648
SPECIAL OPPORTUNITIES FUND II, LLCP2023-12-31$688-$688-$688
SPECIAL OPPORTUNITIES FUND II, LLCP2023-12-31$211-$211-$211
SONEN GLOBAL SUSTAINABLE REAL ASSETS LLCP2023-12-31$10,832$10,832$10,832
VERTICAL FUND LPP2023-12-31$29,951$29,951$29,951
CAPITAL GAIN DIVIDENDSP$452
CAPITAL GAIN DIVIDENDSP$452
CAPITAL GAIN DIVIDENDSP$452
CAPITAL GAIN DIVIDENDSP$452
CAPITAL GAIN DIVIDENDSP$452
CAPITAL GAIN DIVIDENDSP$452
CAPITAL GAIN DIVIDENDSP$452
CAPITAL GAIN DIVIDENDSP$452
CAPITAL GAIN DIVIDENDSP$452
CAPITAL GAIN DIVIDENDSP$452
CAPITAL GAIN DIVIDENDSP$452
CAPITAL GAIN DIVIDENDSP$452
FieldValueIRS element (for citing)
Capital Gain Net Income$720,886CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$17,932InvestmentIncomeExciseTaxAmt
Subtotal$17,932SubtotalAmt
Tax Based On Investment Income$17,932TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$16,404EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$20,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$36,404TotalPaymentsAndCreditsAmt
Overpayment$18,472OverpaymentAmt
Applied To ES Tax$18,472AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
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
Org Report Or Register StateCAOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1PEGGY KENNEDYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9148641375PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 606AddressLine1Txt
CityBEDFORD HILLSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10507ZIPCd
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
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
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LESLIE WEEDEN
PO Box 606Bedford HillsNY105070606PRESIDENT0.0$0$0$0
BARBARA DAUGHERTY
PO Box 606Bedford HillsNY105070606VICE PRESIDENT0.0$0$0$0
JOHN WEEDEN
PO Box 606Bedford HillsNY105070606SECRETARY0.0$0$0$0
NICK LEIBOWITZ
PO Box 606Bedford HillsNY105070606TREASURER0.0$0$0$0
ROBERT WEEDEN
PO Box 606Bedford HillsNY105070606DIRECTOR0.0$0$0$0
NORMAN WEEDEN
PO Box 606Bedford HillsNY105070606DIRECTOR0.0$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

FieldValueIRS element (for citing)
PersonMARGARET E KENNEDYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 606AddressLine1Txt
CityBEDFORD HILLSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10507ZIPCd
FieldValueIRS element (for citing)
TitleADMIN. ASSISTTitleTxt
Average Hrs Per Wk Devoted To Pos40.0AverageHrsPerWkDevotedToPosRt
Compensation$90,000CompensationAmt
Employee Benefits$6,250EmployeeBenefitsAmt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BANK OF AMERICABusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 830269AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75283ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT MGMT FEESServiceTypeTxt
Compensation$66,725CompensationAmt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$36,252,523AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,572,856AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$37,825,379TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$37,825,379AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$567,381CashDeemedCharitableAmt
Net Vl Noncharitable Assets$37,257,998NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,862,900MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,862,900MinimumInvestmentReturnAmt
Tax Based On Investment Income$17,932TaxBasedOnInvestmentIncomeAmt
Total Tax$17,932TotalTaxAmt
Distributable Before Adj$1,844,968DistributableBeforeAdjAmt
Distributable Before Ded$1,844,968DistributableBeforeDedAmt
Distributable As Adjusted$1,844,968DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,944,048ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$1,944,048QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,844,968DistributableAsAdjustedAmt
Prior Year12021PriorYear1Yr
Prior Year22020PriorYear2Yr
Prior Year32019PriorYear3Yr
Excess Distribution Cyov Yr5$1,688,770ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$2,975,067ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,881,212ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$3,019,505ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,850,192ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$11,414,746TotalExcessDistributionCyovAmt
Qualifying Distributions$1,944,048QualifyingDistributionsAmt
Treated As Distri From Corpus$1,944,048TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$1,844,968ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$1,844,968ExcessDistributionCyovAppCYAmt
Total Corpus$11,513,826TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$11,513,826ExcessDistriCyovToNextYrAmt
Excess From Year4$2,975,067ExcessFromYear4Amt
Excess From Year3$1,881,212ExcessFromYear3Amt
Excess From Year2$3,019,505ExcessFromYear2Amt
Excess From Year1$1,850,192ExcessFromYear1Amt
Excess From Current Year$1,787,850ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonWEEDEN FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 606AddressLine1Txt
CityBEDFORD HILLSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10507ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9148641375RecipientPhoneNum
Recipient Email Addressinfo@weedenfoundation.orgRecipientEmailAddressTxt
Form And Info And MaterialsThe Weeden Foundation uses an online application system for our grantmaking process. See guidelines for Grant Applications https://weedenfoundation.org/applications/FormAndInfoAndMaterialsTxt
Submission DeadlinesSee guidelines for Grant Applications https://weedenfoundation.org/applications/SubmissionDeadlinesTxt
Restrictions On AwardsSee guidelines for Grant Applications https://weedenfoundation.org/applications/RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (138 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
American Solar Energy Society
2525 Arapahoe Ave Ste E4-253BoulderCO80302NONEPCGRANT$10,000
Cascadia Action
3439 SE Hawthorne Blvd 241PortlandOR97214NONEPCGRANT$10,000
Green Corps
1543 Wazee St Suite 300DenverCO80202NONEPCGRANT$30,000
Institute for Fisheries Resources
PO Box 11170EugeneOR974403370NONEPCGRANT$25,000
Wild Salmon Center
721 NW 9th Avenue Suite 300PortlandOR97209NONEPCGRANT$15,000
Future West
321 East Main St Suite 322BozemanMT59715NONEPCGRANT$20,000
Greater Yellowstone Coalition
215 South Wallace AvenueBozemanMT59715NONEPCGRANT$25,000
The Nature Conservancy in Idaho
PO Box 2770 116 1st Ave NorthHaileyID83333NONEPCGRANT$25,000
Theodore Roosevelt Conservation Partnership
529 14th Street NW Suite 500WashingtonDC20045NONEPCGRANT$25,000
Ashoka Trust for Research in Ecology and the Envir
11 Richmond RdBelmontMA02478NONEPCGRANT$20,000
Mongabayorg
1259 El Camino Real 150Menlo ParkCA94025NONEPCGRANT$20,000
Panthera
8 West 40th St 18th FloorNew YorkNY100182218NONEPCGRANT$20,000
Population Media Center
30 Kimball Ave Suite 302South BurlingtonVT05403NONEPCGRANT$25,000
Environmental Investigation Agency
PO Box 53343 Suite 300WashingtonDC20009NONEPCGRANT$20,000
Stand (Formerly ForestEthics)
1329 N State St 302BellinghamWA98225NONEPCGRANT$20,000
Upstream Policy Institute Inc
PO Box 1352DamariscottaME04543NONEPCGRANT$20,000
American Bird Conservancy
PO Box 249 4249 Loudoun AveThe PlainsVA20198NONEPCGRANT$25,000
Northwoods Alliance Inc
6063 Baker Lake RoadConoverWI54519NONEPCGRANT$25,000
Oikonos Ecosystem Knowledge
PO Box 1918KailuaHI96734NONEPCGRANT$20,000
The Peregrine Fund
5668 West Flying Hawk LaneBoiseID83709NONEPCGRANT$20,000
Alaska Wilderness League
122 C St NW Ste 650WashingtonDC20001NONEPCGRANT$25,000
Environment America Research and Policy Center In
1543 Wazee St Suite 410DenverCO80202NONEPCGRANT$25,000
Meredian Institute (NourishN - BeeOdiversity)
PO Box 1829DillonCO80435NONEPCGRANT$25,000
Soda Mountain Wilderness Council
PO Box 512AshlandOR97520NONEEOFGRANT$25,000
Water Climate Trust
PO Box 990111ReddingCA960990111NONEPCGRANT$20,000
Yellowstone Ecological Research Center (Conservati
4135 Valley Commons Dr Suite DBozemanMT59718NONEPCGRANT$15,000
People and Carnivores Inc
PO Box 6733BozemanMT59771NONEPCGRANT$18,000
Wildlands Network
329 W Pierpont Ave Suite 300Salt Lake CityUT84101NONEPCGRANT$25,000
African Wildlife Conservation Fund INC
5200 NW 43RD STGainesvilleFL326064484NONEPCGRANT$25,000
Congo Education Partners Inc
109 N Cameron St POBox 813HillsboroughNC27278NONEPCGRANT$20,000
Global Forest Generation
5350 US-2North HeroVT05474NONEPCGRANT$25,000
Rainforest Trust
PO Box 841WarrentonVA20188NONEPCGRANT$20,000
Chile California Council (Chile California Conserv
870 Market St 1058San FranciscoCA94102NONEPCGRANT$10,000
PCI Media Impact
26 Broadway Suite 934New YorkNY10004NONEPCGRANT$25,000
As You Sow
c/o Main Post Office PO Box 751BerkeleyCA94701NONEPCGRANT$20,000
Canopy (Canopy Planet Foundation)
141-1733 H Street Suite 450BlaineWA982305156NONEPCGRANT$20,000
Social and Environmental Entrpreneurs (Environ Pa
PO Box 7091AshevilleNC28802NONEPCGRANT$20,000
The Story of Stuff Project
23564 Calabasas Rd Suite 201CalabasasCA91302NONEPCGRANT$20,000
American Bird Conservancy
PO Box 249 4249 Loudoun AveThe PlainsVA20198NONEPCGRANT$25,000
Vital Ground Foundation
20 Fort Missoula RoadMissoulaMT59804NONEPCGRANT$25,000
Yellowstone to Yukon Conservation Initiative
PO Box 157BozemanMT597710157NONEPCGRANT$25,000
Northwoods Stewardship Center (Bald Mountain Meado
PO Box 220East CharlestonVT05833NONEPCGRANT$10,000
Earth Island Institute (Wild Heritage)
2150 Allston Way Ste 460BerkeleyCA94704NONEPCGRANT$25,000
Trout Unlimited
1777 N Kent Street Suite 100ArlingtonVA22209NONEPCGRANT$20,000
Conservation Through Public Health
541 Country LaneHolly SpringsNC27540NONEPCGRANT$25,000
Nature and Culture International
1400 Maiden LaneDel MarCA92014NONEPCGRANT$25,000
Waterkeeper Alliance
180 Maiden Lane Suite 603New YorkNY10038NONEPCGRANT$20,000
Center for Large Landscape Conservation
PO Box 1587BozemanMT59771NONEPCGRANT$25,000
WildEarth Guardians
301 N Guadalupe St Suite 201Santa FeNM87501NONEPCGRANT$25,000
Creek Lands Conservation
229 Stanley AveArroyo GrandeCA93420NONEPCGRANT$25,000
EPIC
145 S G St AArcataCA95521NONEPCGRANT$25,000
Pacific Forest Trust
1001A OReilly AvenueSan FranciscoCA94129NONEPCGRANT$25,000
Sanctuary Forest Inc
315 Shelter Cove Rd Suite 4 PO BOWhitethornCA95589NONEPCGRANT$25,000
RESOLVE
2445 M Street NW Suite 550WashingtonDC20037NONEPCGRANT$50,000
Population Media Center
30 Kimball Ave Suite 302South BurlingtonVT05403NONEPCGRANT$20,000
Sacramento Valley Conservancy
PO Box 163351SacramentoCA95816NONEPCGRANT$2,500
Bear Yuba Land Trust
PO Box 1004Grass ValleyCA95945NONEPCGRANT$2,000
Pacific Forest Trust
1006A OReilly AveSan FranciscoCA94129NONEPCGRANT$2,500
Copernican Bioscience Inc
1400 Shattuck Ave Suite 2BerkeleyCA94709NONEPCGRANT$10,000
JMT Wilderness Conservancy
2120 Avy Ave PO Box 7348Menlo ParkCA94025NONEPCGRANT$5,000
Audubon Sharon
325 Cornwall Bridge RdSharonCT06069NONEPCGRANT$2,000
The Stissing Center
PO Box 1024Pine PlainsNY12567NONEPCGRANT$2,500
The Nashville Ballet
3630 Redmon StNashvilleTN37209NONEPCGRANT$1,500
Impact 100 Nashville
901 Broadway PO Box 22626NashvilleTN37202NONEPCGRANT$500
Deerfield Academy
PO Box 306DeerfieldMA01342NONEPCGRANT$500
Ensworth School
7401 Highway 100NashvilleTN37221NONEPCGRANT$500
Adventure Science Center
800 Fort Negley BlvdNashvilleTN37203NONEPCGRANT$500
Nashville Public Library Foundation
615 Church StNashvilleTN37219NONEPCGRANT$500
Brunswick School
100 Maher AveGreenwichCT06830NONEPCGRANT$2,500
Greenwich Academy
200 North Maple AveGreenwichCT06830NONEPCGRANT$1,500
Dutchess Day School
415 Route 343MillbrookNY12545NONEPCGRANT$500
Millbrook Free Library
PO Box 286MillbrookNY12545NONEPCGRANT$500
Stonewood Community Project Inc
110 Bangall RdMillbrookNY12545NONEPCGRANT$500
Footloose Montana
PO Box 8884MissoulaMT59807NONEPCGRANT$5,000
Clark Fork Coalition
PO Box 7593MissoulaMT59807NONEPCGRANT$10,000
American Prairie Reserve
PO Box 908BozemanMT59771NONEPCGRANT$5,000
Cottonwood Environmental Law Center
PO Box 412BozemanMT59771NONEPCGRANT$10,000
Above the Seas LLC
2659 Juniper AveBoulderCO80304NONEPCGRANT$2,000
Wild Orca
6523 California Ave SW 172SeattleWA98136NONEPCGRANT$3,000
Kittitas Environmental Education Network
115 E 4th Avenue Suite 215EllensburgWA98926NONEPCGRANT$1,500
Elliott Bay Pipe Band
1213 NE 88th StSeattleWA981153126NONEPCGRANT$1,500
StreetWise Partners
222 Broadway 19th FloorNew YorkNY10038NONEPCGRANT$1,500
Cascades Carnivore Project
804A Hazel StHood RiverOR97031NONEPCGRANT$1,500
Conservation Northwest (Cascades Wolverine Project
1829 10th Ave W Suite BSeattleWA98119NONEPCGRANT$1,500
NatureBridge
1033 Fort CronkhiteSausalitoCA94965NONEPCGRANT$1,500
Forterra
PO Box 4189SeattleWA98194NONEPCGRANT$1,500
Seattle Repertory Theatre
1500 Mercer St PO Box 900923SeattleWA98109NONEPCGRANT$3,000
Yale New Haven Hospital
PO Box 1849New HavenCT065081849NONEPCGRANT$10,000
Above the Seas LLC
2659 Juniper AveBoulderCO80304NONEPCGRANT$2,000
Ridgefield Academy
223 West Mountain RdRidgefieldCT06877NONEPCGRANT$5,000
RESOLVE (Nightjar)
1255 23rd St NW Suite 275WashingtonDC20037NONEPCGRANT$50,000
American Bird Conservancy
PO Box 249The PlainsVA20198NONEPCGRANT$5,000
Sansum Diabetes Research Institute
2219 Bath StSanta BarbaraCA93105NONEPCGRANT$500
Choate Rosemary Hall
333 Christian StWallingfordCT064929917NONEPCGRANT$5,000
Savannah Philharmonic Corporation
PO Box 11323SavannahGA31412NONEPCGRANT$1,000
Wild Earth Guardians
301 N Guadalupe St Suite 201Santa FeNM87501NONEPCGRANT$3,000
Conservation Law Foundation RI
235 Promenade St Ste 560 MailboxProvidenceRI02908NONEPCGRANT$2,500
The Taft School
110 Woodbury RdWatertownCT06795NONEPCGRANT$2,500
Wild Orca
6523 California Ave SW 172SeattleWA98136NONEPCGRANT$3,000
Save the Bay RI
100 Save The Bay DriveProvidenceRI02905NONEPCGRANT$1,000
Re-wild (Fundacion Rewilding Chile)
PO Box129AustinTX78767NONEPCGRANT$3,000
Wave Hill
675 W 252nd StBronxNY104712899NONEPCGRANT$1,000
I Have A Dream Foundation
322 Eighth Ave Suite 201New YorkNY10001NONEPCGRANT$2,000
Billion Oyster Project
10 South St Slip 7New YorkNY10004NONEPCGRANT$1,500
The Land Conservancy of San Luis Obispo County
PO Box 12206San Luis ObispoCA93406NONEPCGRANT$2,000
South Yuba Citizens League
313 Railroad Ave 101Nevada CityCA95959NONEPCGRANT$2,000
The Land Conservancy of San Luis Obispo County
PO Box 12206San Luis ObispoCA93406NONEPCGRANT$2,000
The Vital Ground Foundation Inc
20 Fort Missoula RdMissoulaMT59804NONEPCGRANT$2,000
Cheekwood Estate & Gardens
1200 Forest Park DriveNashvilleTN37205NONEPCGRANT$1,000
Nashville Zoo
3777 Nolensville PikeNashvilleTN37211NONEPCGRANT$1,000
Dutchess Day School
415 Route 343MillbrookNY12545NONEPCGRANT$2,000
GrowNYC
PO Box 2327New YorkNY10272NONEPCGRANT$2,000
NOLS (National Outdoor Leadership School)
284 Lincoln StLanderWY82520NONEPCGRANT$2,000
Salisbury Association Inc
PO Box 553SalisburyCT06068NONEPCGRANT$2,000
Solar Sister Inc
94 Interpromontory RdGreat FallsVA22066NONEPCGRANT$2,000
Citizens Climate Education
1330 Orange Ave 309CoronadoCA92118NONEPCGRANT$2,000
RESOLVE (for QRFN)
1255 23rd Street NW Suite 275WashingtonDC20037NONEPCGRANT$2,000
Coral Reef Alliance
548 Market St Suite 29802San FranciscoCA94104NONEPCGRANT$1,000
Sea Turtle Conservancy
4581 NW 6th St Suite AGainesvilleFL32609NONEPCGRANT$1,000
Beyond Toxics
PO Box 1106EugeneOR97440NONEPCGRANT$1,000
Manomet Inc
PO Box 1770ManometMA02345NONEPCGRANT$1,000
Earth Island Institute (Wild Heritage)
2150 Allston Way Ste 460BerkeleyCA94704NONEPCGRANT$2,000
People's Planet Project
NONEPCGRANT$20,000Columbusplein 39AmsterdamNorth HollandNL1057TV
Fiscalia del Medio Ambiente
PCGRANTS$25,000MOSQUETO 491 OF 312SANTIAGOSANTIAGOCI8320000
Fundacion Tierra Austral
PCGRANTS$25,000Vitacura 3565 Of 702SantiagoSantiagoCI7630532
Rewilding Chile
PCGRANTS$25,000anexo 124 Klenner 299Puerto VarasPuerto VarasCI5550000
Margaret Pyke Trust
PCGRANTS$25,000681-689 Holloway Road ArchwayLondonLondonUKN19 5SE
Agrupacion de Ingenieros Forestales por el Bosque
NONEPCGRANTS$20,000Fresia 290ValdiviaValdiviaCI5110232
Fundacin para la Promocin del Desarrollo Sustent
NONEPCGRANTS$20,000Av Bustamante 24 dpto ISantiagoSantiagoCI7500776
Puelo Patagonia
NONEPCGRANTS$20,000Santa Rosa 560 oficina 22Puerto VarasPuerto VarasCI5550000
Fundacin Ngenko
NONEPCGRANTS$20,000Salvador Vergara 2 Dp 22Vina del marVina del marCI2540171
Ecojustice
NONEPCGRANTS$20,000425 Carrall Street Suite 390VancouverVancouverCAV6B 6E3
Asociacion San Xerome Emiliani
NONEPCGRANTS$8,755Rua GaliciaA Guarda PontevedraA Guarda PontevedSP23 - 36780
Fafali Organization
NONEPCGRANTS$20,000Q383 John Nii Owoo AveKissehmanKissehmanGH
Tierra Austral
NONEPCGRANTS$5,000Suecia 172 of 22 ProvidenciaSantiagoSantiagoCI
Futaleufu Riverkeeper
NONEPCGRANTS$5,000Piloto Carmona 745FutaleufuFutaleufuCI
Fundacion Accion Fauna
NONEPCGRANTS$5,000San Jos deMaipoMaipoCI
Rewilding Europe
NONEPCGRANTS$6,028Toernooiveld 1 6525 EDNijmegenNijmegenNL
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,705,283TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$886,113ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$720,886ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescPARTNERSHIP & MISC INCOMEDesc
Unrelated Business Taxbl Incm-$51,318UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$51,318UnrelatedBusinessTaxblIncmAmt
Exclusion$1,606,999ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,555,681TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$9,820Amt
Net Investment Income$3,928NetInvestmentIncomeAmt
Adjusted Net Income$3,928AdjustedNetIncomeAmt
Disbursements Charitable Prps$5,892DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (7 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRt
OFFICE EQUIPMENT2008-06-30$26,471$26,471DDB5
OFFICE EQUIPMENT2010-07-25$1,413$1,413DDB5
OFFICE EQUIPMENT2011-04-01$1,917$1,917DDB5
OFFICE FURNITURE2013-11-20$1,725$1,725DDB7
OFFICE FURNITURE2014-01-06$318$318DDB7
OFFICE FURNITURE2014-02-12$292$292DDB7
SOFTWARE2019-06-12$11,000$11,000DDB5

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionELECTION TO TREAT QUALIFYING DISTRIBUTIONS FOR 2022 OUT OF CORPUS - REGULATION SEC 53.4942(A)-3(D)(2) The Weeden Foundation elects to treat $ 1,844,968 of excess distributions from the year ended 12/31/18, 12/31/19, 12/31/20, 12/31/21 and 12/31/22 as its 2023 qualifying distribution. The current year qualifying distributions from 2023 will be treated as distributions out of corpus.ElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MA: PETER B. CANNELL$6,309,102$8,407,812
MA: FIDELITY INVESTMETNTS$7,082$1,525
PI: FORESTLAND FUND V$172,465$120,081
PI: SONEN PRIV. ACCESS PLTFRM$219,192$237,536
PI: SPECIAL OPP. FUND II$0$0
PI: VERTICAL FUND ASSOC.$504,829$309,549
PI: OVERLOOK PARTNERS FUND LP$0$0
EQ: BANK OF AMERICA INVS.$29,116,630$31,102,276
EQ: OXFORD PERFORM. MATERIALS$250,000$250,000
EQ: WORMSER ENGY SOLUTIONS INC$273,535$273,534
EQ: NATURAL RESOURCES MGMT$0$0

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (7 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmt
OFFICE EQUIPMENT$26,471$26,471
OFFICE EQUIPMENT$1,413$1,413
OFFICE EQUIPMENT$1,917$1,917
OFFICE FURNITURE$1,725$1,725
OFFICE FURNITURE$318$318
OFFICE FURNITURE$292$292
SOFTWARE$11,000$11,000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CLEANING/MAINTENANCE$560$224$224$336
INSURANCE$37,625$15,050$15,050$22,575
OPERATIONS$9,379$3,752$3,752$5,627
MEMBERSHIP FEES$17,155$6,862$6,862$10,293

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescPartnership and Misc IncomeDesc
Revenue And Expenses Per Books-$51,318RevenueAndExpensesPerBooksAmt
Net Investment Income-$51,318NetInvestmentIncomeAmt
Adjusted Net Income-$51,318AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSMENTDesc
Amt$101,819Amt

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp

Borrower Name BorrowerNameGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WILD TECHRESOLVEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Loan Original$200,000LoanOriginalAmt
Balance Due$200,000BalanceDueAmt
Interest0InterestRt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
IT CONSULTANT$1,558$623$623$935
BOOKKEEPING$4,204$1,682$1,682$2,522
INVESTMENT MGMT FEES$94,822$94,822

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL ESTIMATED TAXES$25,100
FICA TAXES$15,342$6,137$6,137$9,205
FOREIGN TAXES PAID$11,595$11,595$11,595

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