WEISS FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
WEISS FAMILY FOUNDATION (EIN 20-8916545)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-14
IRS object ID
202333189349102938
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-14T12:28:21-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1293 EISENHOWER PARKWAY 2ND FLOORAddressLine1Txt
CityLIVINGSTONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07039ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208916545EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WEISS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWEISBusinessNameControlTxt
Phone8602408900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1400 CAPITAL BLVD 201AddressLine1Txt
CityROCKY HILLCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06067ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNICHOLAS MORRISPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8602408900PhoneNum
Signature2023-11-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstNICHOLASPersonFirstNm
Person LastMORRISPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT SIEGELPreparerPersonNm
PTINP00094592PTIN
Phone9739949494PhoneNum
Preparation2023-11-08PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$107,822,734FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$55,422,810ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$167,926DividendsRevAndExpnssAmt
Dividends Net Invst Incm$167,926DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,845,506NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$7,287,006GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,845,506CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$618,749OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$57,817,493TotalRevAndExpnssAmt
Total Net Invst Incm$3,013,432TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$268,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$268,000CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$68,000OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$68,000OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$49,758PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$51,045PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$500LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$500LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,000AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$86,584TaxesRevAndExpnssAmt
Taxes Net Invst Incm$25,013TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$18,931TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$740TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$740TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,643OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$4,190OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$481,225TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$25,013TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$415,406TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,540,136ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,540,136ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,021,361TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$25,013TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,955,542TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$53,796,132ExcessRevenueOverExpensesAmt
Net Investment Income$2,988,419NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,395,567CashBOYAmt
Cash EOY$10,696,447CashEOYAmt
Cash EOYFMV$10,696,447CashEOYFMVAmt
Acct Rcvbl BOY$230,867AcctRcvblBOYAmt
Prepaid Expenses BOY$6,910PrepaidExpensesBOYAmt
Other Investments BOY$45,422,595OtherInvestmentsBOYAmt
Other Investments EOY$97,126,287OtherInvestmentsEOYAmt
Other Investments EOYFMV$97,126,287OtherInvestmentsEOYFMVAmt
Total Assets BOY$47,055,939TotalAssetsBOYAmt
Total Assets EOY$107,822,734TotalAssetsEOYAmt
Total Assets EOYFMV$107,822,734TotalAssetsEOYFMVAmt
Accounts Payable BOY$7,398AccountsPayableBOYAmt
Accounts Payable EOY$41,294AccountsPayableEOYAmt
Total Liabilities BOY$7,398TotalLiabilitiesBOYAmt
Total Liabilities EOY$41,294TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$47,048,541NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$107,781,440NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$47,048,541TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$107,781,440TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$47,055,939TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$107,822,734TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$47,048,541TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$53,796,132ExcessRevenueOverExpensesAmt
Other Increases$6,936,767OtherIncreasesAmt
Subtotal$107,781,440SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$107,781,440TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$3,701,527$4,441,500-$739,973-$739,973
SOMERSET CLASS A WARRANTSP$2,090,193$2,090,193$2,090,193
SOMERSET CLASS B WARRANTSP$1,493,773$1,493,773$1,493,773
CLASS ACTION PROCEEDSP$1,513$1,513$1,513
FieldValueIRS element (for citing)
Capital Gain Net Income$2,845,506CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$41,539InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$41,539SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$41,539TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$47,910EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$47,910TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$1,101EsPenaltyAmt
Overpayment$5,270OverpaymentAmt
Applied To ES Tax$5,270AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksROBERT GENDREAUIndividualWithBooksNm
Phone8602408900PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1400 CAPITAL BLVD 201AddressLine1Txt
CityROCKY HILLCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06067ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business HoldingsYes (1)BusinessHoldingsInd
Excess Business Holdings0ExcessBusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MICHAEL EDWARDS
320 PARK AVE 20TH FLOORNEW YORKNY10022TRUSTEE2.00$0$0$0
RACHEL ANZISKA
320 PARK AVE 20TH FLOORNEW YORKNY10022EXECUTIVE DIRECTOR40.00$268,000$47,718$1,958
GEORGE A WEISS
7252 FISHER ISLAND DRIVEFISHER ISLANDFL33109FORMER TRUSTEE0.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

FieldValueIRS element (for citing)
PersonBELINDA KRUKARPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1400 CAPITAL BLVD 201AddressLine1Txt
CityROCKY HILLCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06067ZIPCd
FieldValueIRS element (for citing)
TitleACCOUNTING MANAGERTitleTxt
Average Hrs Per Wk Devoted To Pos10.00AverageHrsPerWkDevotedToPosRt
Compensation$68,000CompensationAmt
Employee Benefits$2,040EmployeeBenefitsAmt
Expense Account$0ExpenseAccountAmt
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$47,453,251AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,005,442AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$48,458,693TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$48,458,693AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$726,880CashDeemedCharitableAmt
Net Vl Noncharitable Assets$47,731,813NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,386,591MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,386,591MinimumInvestmentReturnAmt
Tax Based On Investment Income$41,539TaxBasedOnInvestmentIncomeAmt
Total Tax$41,539TotalTaxAmt
Distributable Before Adj$2,345,052DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,345,052DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,345,052DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,955,542ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,955,542QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,345,052DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,797,667ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,830,446ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$4,624,813ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$8,252,926TotalExcessDistributionCyovAmt
Qualifying Distributions$3,955,542QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,345,052AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,610,490RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$9,863,416TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$1,797,667ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$8,065,749ExcessDistriCyovToNextYrAmt
Excess From Year4$1,830,446ExcessFromYear4Amt
Excess From Year3$4,624,813ExcessFromYear3Amt
Excess From Current Year$1,610,490ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGEORGE A WEISSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
BATYA - FRIENDS OF UNITED HATZALAH
208 EAST 51ST ST SUITE 303NEW YORKNY10022N/APCTO SUPPORT PROGRAMS THAT INCREASE LIVES SAVED IN AN EMERGENCY.$113,894
GUIDING EYES FOR THE BLIND
611 GRANITE SPRINGS ROADYORKTOWN HEIGHTSNY10598N/APCTO SUPPORT PROGRAMS TO RAISE AND TRAIN GUIDE DOGS.$15,000
HUMAN RIGHTS FIRST
333 17TH AVE 13TH FLOORNEW YORKNY10001N/APCTO SUPPORT PROGRAMS THAT OFFER SOLUTIONS TO HUMAN RIGHTS PROBLEMS.$5,000
SAY YES BUFFALO SCHOLARSHIP
1166 JEFFERSON AVE STE ABUFFALONY14208N/APCTO SUPPORT PROGRAMS THAT PROMOTE POST-SECONDARY EDUCATION FOR AT-RISK CHILDREN.$1,706,139
SEEDS OF PEACE
370 LEXINGTON AVE SUITE 401NEW YORKNY10017N/APCTO SUPPORT PROGRAMS THAT DEVELOP LEADERSHIP SKILLS REQUIRED TO ADVANCE LASTING PEACE.$50,000
TEMPLE EMANU-EL
1701 WASHINGTON AVEMIAMIFL33139N/APCTO SUPPORT THE SYNAGOGUE AND ITS CHARITABLE PROGRAMS.$25,000
UNIVERSITY OF PENNSYLVANIA
3451 WALNUT ST 433 FRANKLINPHILADELPHIAPA19104N/APCTO SUPPORT THE DERMATOLOGY PROGRAM.$200,000BUILDING
UNIVERSITY OF PENNSYLVANIA
3451 WALNUT ST 433 FRANKLINPHILADELPHIAPA19104N/APCTO SUPPORT THE PENN CENTER FOR ORPHAN DISEASE RESEARCH AND THERAPY.$754,103BUILDING
UNIVERSITY OF PENNSYLVANIA
3451 WALNUT ST 433 FRANKLINPHILADELPHIAPA19104N/APCTO SUPPORT COLLEGIATE ATHLETIC PROGRAMS.$95,000BUILDING
UNIVERSITY OF PENNSYLVANIA
3451 WALNUT ST 433 FRANKLINPHILADELPHIAPA19104N/APCTO SUPPORT THE PERELMAN SCHOOL OF MEDICINE.$75,000BUILDING
GUILFORD SAYS YES TO EDUCATION
3505 E WENDOVER AVEGREENSBORONC27405N/APCTO SUPPORT PROGRAMS THAT PROMOTE POST-SECONDARY EDUCATION FOR AT-RISK CHILDREN.$230,000
OPEN HEARTS FOUNDATION
2637 TOWNGATE RDWESTLAKE VILLAGECA91361N/APCTO SUPPORT PROGRAMS TO SERVE VULNERABLE WOMEN, CHILDREN, AND POPULATIONS IMPACTED NO EQUITABLE ACCESS.$20,000
CHILDREN'S HOSPITAL OF PHILADELPHIA
3401 CIVIC CENTER BLVDPHILADELPHIAPA19104N/APCTO SUPPORT RESEARCH AND MEDICAL ADVANCEMENTS TO BENEFIT CHILDREN.$200,000
LEO BAECK INSTITUTE
15 W 16TH STREETNEW YORKNY10011N/APCTO SUPPORT PROGRAMS DEDICATED TO THE STUDY OF GERMAN-JEWISH HISTORY AND CULTURE.$36,000
COCOA PACKS
1016 OLD WEST CHOCOLAGE AVEHERSHEYPA17033N/APCTO PROVIDE FOOD AND SUPPORT TO LOCAL CHILDREN IN NEED.$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,540,136TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$167,926ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,845,506ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescINCOME FROM INVESTMENT PARTNERSHIPSDesc
Exclusion18ExclusionCd
Exclusion-$618,749ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,394,683ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,394,683TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
GEORGE A WEISS
17252 FISHER ISLAND DRIVEFISHER ISLANDFL33109$48,397,810Yes (X)Yes (X)
SAY YES TO EDUCATION INC
2400 CAPITAL BLVD 201ROCKY HILLCT06067$7,025,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property2,900,000 SHARES SOMERSET STOCKNoncashPropertyDesc
Fair Market Value$48,397,810FairMarketValueAmt
Received2022-12-30ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,000DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
INVESTMENT IN PARTNERSHIPSFMV$3,283,010$3,283,010
INVESTMENT IN FOREIGN CORPORATIONFMV$90,645,777$90,645,777
INVESTMENT IN STOCKS AND MUTUAL FUNDSFMV$3,197,500$3,197,500

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$500LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$500DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOFFICE EXPENSEDesc
Revenue And Expenses Per Books$3,643RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,190DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescINCOME FROM INVESTMENT PARTNERSHIPSDesc
Revenue And Expenses Per Books-$618,749RevenueAndExpensesPerBooksAmt
Adjusted Net Income-$618,749AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
UNREALIZED GAIN ON INVESTMENT$88,868
UNREALIZED GAIN ON SECURITIES$6,847,899

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAX$18,931$0$18,931
EXCISE TAXES$41,539$0$0
GRA INTEREST$1,101$0$0
FOREIGN TAX$25,013$25,013$0

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