THE WEIL FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE WEIL FOUNDATION (EIN 86-1049023)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-11
- IRS object ID
- 202443169349102129
- Schema version
- 2023v5.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-11T15:22:41-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364538293 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUDWIG KLEWER & RUDNER PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4783 E CAMP LOWELL DR | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85712 | 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 | 861049023 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WEIL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEIL | BusinessNameControlTxt |
| Phone | 5206477865 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 13006 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85732 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW WEIL MD | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 5206477865 | PhoneNum |
| Signature | 2024-11-05 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIE S KLEWER CPA | PreparerPersonNm |
| PTIN | P00343046 | PTIN |
| Phone | 5205450500 | PhoneNum |
| Preparation | 2024-11-07 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,624,730 | 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 | $1,069,809 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $30,902 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $30,902 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $30,902 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $407 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $407 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $407 | DividendsAdjNetIncmAmt |
| Total Rev And Expnss | $1,101,118 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $31,309 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $31,309 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $43,333 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $33,499 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $33,499 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,570 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $8,570 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,500 | OtherProfFeesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $4,080 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $4,080 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $96,982 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $46,149 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,216,790 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,216,790 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,313,772 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,262,939 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$212,654 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $31,309 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $31,309 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $328,116 | CashBOYAmt |
| Cash EOY | $37,995 | CashEOYAmt |
| Cash EOYFMV | $37,995 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,493,585 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,257,820 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,257,820 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock EOY | $328,915 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $328,915 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,821,701 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,624,730 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,624,730 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,821,701 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,624,730 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,821,701 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,624,730 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,821,701 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,624,730 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,821,701 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$212,654 | ExcessRevenueOverExpensesAmt |
| Other Increases | $15,683 | OtherIncreasesAmt |
| Subtotal | $1,624,730 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,624,730 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $435 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $435 | SubtotalAmt |
| Tax Based On Investment Income | $435 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $435 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.WEILFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | THE WEIL FOUNDATION | IndividualWithBooksNm |
| Phone | 5206477865 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 13006 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85732 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| DONALD ABRAMS MSD | ||||||||
| PO BOX 13006 | TUCSON | AZ | 85732 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| RICHARD BAXTER | ||||||||
| PO BOX 13006 | TUCSON | AZ | 85732 | SECRETARY/TR | 0.25 | $0 | $0 | $0 |
| JANET LANG | ||||||||
| PO BOX 13006 | TUCSON | AZ | 85732 | DIRECTOR/ VI | 0.25 | $0 | $0 | $0 |
| HUMBERTO LOPEZ | ||||||||
| PO BOX 13006 | TUCSON | AZ | 85732 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| DARIA MYERS | ||||||||
| PO BOX 13006 | TUCSON | AZ | 85732 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| ADELE SIMMONS | ||||||||
| PO BOX 13006 | TUCSON | AZ | 85732 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| ANDREW WEIL MD | ||||||||
| PO BOX 13006 | TUCSON | AZ | 85732 | CHAIRMAN | 0.25 | $0 | $0 | $0 |
| JAMES DALEN MD | ||||||||
| PO BOX 13006 | TUCSON | AZ | 85732 | EXECUTIVE DI | 0.50 | $43,333 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $330,462 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $482,029 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $812,491 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $812,491 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,187 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $800,304 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $40,015 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $40,015 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $435 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $435 | TotalTaxAmt |
| Distributable Before Adj | $39,580 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $39,580 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $39,580 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,262,939 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,262,939 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $39,580 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $392,665 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $475,950 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $753,265 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $888,321 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,747,197 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,257,398 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,262,939 | QualifyingDistributionsAmt |
| Applied To Current Year | $39,580 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,223,359 | RemainingDistriFromCorpusAmt |
| Total Corpus | $5,480,757 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $392,665 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,088,092 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $475,950 | ExcessFromYear4Amt |
| Excess From Year3 | $753,265 | ExcessFromYear3Amt |
| Excess From Year2 | $888,321 | ExcessFromYear2Amt |
| Excess From Year1 | $1,747,197 | ExcessFromYear1Amt |
| Excess From Current Year | $1,223,359 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHRISTINE WILLETT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O THE WEIL FOUNDATION | AddressLine1Txt |
| Address Line2 | PO BOX 13006 | AddressLine2Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85732 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5206477865 | RecipientPhoneNum |
| Recipient Email Address | WWW.WEILFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICATION FORM WITH GRANT INFORMATION AND BUDGET. | FormAndInfoAndMaterialsTxt |
| Restrictions On Awards | NON-PROFIT HEALTH OR EDUCATIONAL ORGANIZATIONS THAT FIT THE MISSION AND STRATEGIC FOCUS MAY APPLY. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient Foundation StatusRecipientFoundationStatusTxt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| SHAHLA BARI MD | ||||||||
| 905 S LASALLE STREET | DURHAM | NC | 27710 | N/A | EDUCATION | $30,000 | ||
| ACADEMIC CONSORTIUM FOR IM & HEALTH | ||||||||
| 6728 OLD MCLEAN VILLAGE D | MCLEAN | VA | 22101 | N/A | EDUCATION | $25,000 | 501C3 | |
| ACUS FOUNDATION | ||||||||
| 2520 MILVIA STREET | BERKELEY | CA | 94704 | N/A | EDUCATION | $38,000 | 501C3 | SUITE 204 |
| CEDARS-SINAI MEDICAL CENTER | ||||||||
| 8700 BEVERLY BLVD | LOS ANGELES | CA | 90048 | N/A | EDUCATION | $45,000 | 501C3 | |
| FOOD AS MEDICINE GLOBAL | ||||||||
| PO BOX 1153 | VASHON | WA | 98070 | N/A | EDUCATION | $18,000 | 501C3 | |
| HENNEPIN HEALTHCARE FOUNDATION | ||||||||
| 701 PARK AVE | MINNEAPOLIS | MN | 55415 | N/A | EDUCATION | $18,000 | 501C3 | |
| INSTITUTE OF CURRENT WORLD AFFAIRS | ||||||||
| 1818 N ST NW | WASHINGTON | DC | 20036 | N/A | EDUCATION | $85,000 | 501C3 | SUITE 460 |
| INTEGRATIVE CENTER FOR GROUP MED | ||||||||
| 360 MERRIMACK STREET | LAWRENCE | MA | 01843 | N/A | EDUCATION | $20,000 | 501C3 | |
| MAINE MEDICAL CENTER | ||||||||
| 22 BRAMHALL STREET | PORTLAND | ME | 04102 | N/A | EDUCATION | $15,000 | 501C3 | |
| MARIAN REGIONAL MEDICAL CENTER | ||||||||
| 1400 E CHURCH ST | SANTA MARIA | CA | 93454 | N/A | EDUCATION | $34,550 | 501C3 | |
| MEMORIAL FOUNDATION INC | ||||||||
| 100 BLUEGRASS COMMONS BLV | HENDERSONVILLE | TN | 37075 | N/A | EDUCATION | $20,000 | 501C3 | |
| NORTHWESTERN MEMORIAL FOUNDATION | ||||||||
| 541 NORTH FAIRBANKS COURT | CHICAGO | IL | 60611 | N/A | EDUCATION | $30,000 | 501C3 | SUITE 800 |
| OCHSNER CLINIC FOUNDATION | ||||||||
| 1514 JEFFERSON HIGHWAY | NEW ORLEANS | LA | 70121 | N/A | EDUCATION | $14,211 | 501C3 | NUMBER 1E617 |
| SOCIETY FOR INTEGRATIVE ONCOLOGY | ||||||||
| 28750 ADDISON COURT | PEPPER PIKE | OH | 44124 | N/A | EDUCATION | $25,000 | 501C3 | |
| STANFORD UNIVERSITY | ||||||||
| 400 HAMILTON AVE | PALO ALTO | CA | 94301 | N/A | EDUCATION | $29,879 | 501C3 | |
| THE TRUSTEES OF COLOMBIA UNIVERSITY | ||||||||
| 535 WEST 116TH STREET | NEW YORK | NY | 10027 | N/A | EDUCATION | $60,000 | 501C3 | |
| THE UNIVERSITY OF CHICAGO | ||||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | N/A | EDUCATION | $20,000 | 501C3 | |
| UCLA JONSSON CANCER CENTER FD | ||||||||
| 8-684 FACTOR BUILDING | LOS ANGELES | CA | 90095 | N/A | EDUCATION | $30,000 | 501C3 | BOX 951781 |
| UNIVERSITY OF ARIZONA FNDN - AWCIM | ||||||||
| 1111 N CHERRY AVE | TUCSON | AZ | 85721 | N/A | EDUCATION | $620,000 | 501C3 | |
| UNIVERSITY OF CINCINNATI FOUNDATION | ||||||||
| PO BOX 19970 | CINCINNATI | OH | 45219 | N/A | EDUCATION | $39,150 | 501C3 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,216,790 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,902 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $407 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $31,309 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $31,309 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ESTEE LAUDER COMPANIES | |||||||
| 1 | 7 CORPORATE CENTER DR | MELVILLE | NY | 11747 | $750,000 | Yes (X) | |
| DR ANDREW WEIL | |||||||
| 2 | 2200 E RIVER RD STE 111 | TUCSON | AZ | 85718 | $313,232 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | SECURITIES DONATED | NoncashPropertyDesc |
| Fair Market Value | $313,232 | FairMarketValueAmt |
| Received | 2023-12-04 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,570 | Amt |
| Disbursements Charitable Prps | $8,570 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB STOCKS | StockNm |
| EOY Book Value | $328,915 | EOYBookValueAmt |
| EOYFMV | $328,915 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| INSURANCE | $2,100 | $2,100 |
| DUES AND SUBSCRIPTIONS | $815 | $815 |
| SUPPLIES | $665 | $665 |
| POSTAGE AND DELIVERY | $363 | $363 |
| MISCELLANEOUS | $137 | $137 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $15,683 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING | CategoryTxt |
| Amt | $7,500 | Amt |
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