THE WEIL FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
THE WEIL FOUNDATION (EIN 86-1049023)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-02
IRS object ID
202203069349100115
Schema version
2021v4.0
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)
Return2022-11-02T11:46:41-04:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN364538293PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LUDWIG KLEWER & RUDNER PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14783 E CAMP LOWELL DRAddressLine1Txt
CityTUCSONCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85712ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN861049023EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE WEIL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWEILBusinessNameControlTxt
Phone5206477865PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 13006AddressLine1Txt
CityTUCSONCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85732ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDR ANDREW WEILPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone5206477865PhoneNum
Signature2022-08-30SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstANDREWPersonFirstNm
Person LastWEILPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJULIE S KLEWER CPAPreparerPersonNm
PTINP00343046PTIN
Phone5205450500PhoneNum
Preparation2022-11-01PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,417,436FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,894,852ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$523InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$523InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$523InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$134DividendsRevAndExpnssAmt
Dividends Net Invst Incm$134DividendsNetInvstIncmAmt
Dividends Adj Net Incm$134DividendsAdjNetIncmAmt
Total Rev And Expnss$1,895,509TotalRevAndExpnssAmt
Total Net Invst Incm$657TotalNetInvstIncmAmt
Total Adj Net Incm$657TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$56,333CompOfcrDirTrstRevAndExpnssAmt
Oth Empl Slrs Wgs Rev And Expnss$2,527OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$58,860OthEmplSlrsWgsDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,600AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$5,600AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$88OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$88OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$4,054OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$4,054OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$68,602TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$68,602TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$888,522ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$888,522ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$957,124TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$957,124TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$938,385ExcessRevenueOverExpensesAmt
Net Investment Income$657NetInvestmentIncomeAmt
Adjusted Net Income$657AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$61,848CashBOYAmt
Cash EOY$69,597CashEOYAmt
Cash EOYFMV$69,597CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,417,203SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,347,839SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,347,839SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$1,479,051TotalAssetsBOYAmt
Total Assets EOY$2,417,436TotalAssetsEOYAmt
Total Assets EOYFMV$2,417,436TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,479,051NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$2,417,436NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,479,051TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,417,436TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,479,051TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,417,436TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,479,051TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$938,385ExcessRevenueOverExpensesAmt
Subtotal$2,417,436SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,417,436TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$9InvestmentIncomeExciseTaxAmt
Subtotal$9SubtotalAmt
Tax Based On Investment Income$9TaxBasedOnInvestmentIncomeAmt
Tax Due$9TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateAZOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressWWW.WEILFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksTHE FOUNDATIONIndividualWithBooksNm
Phone5206477865PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 13006AddressLine1Txt
CityTUCSONCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85732ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business 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
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DONALD ABRAMS MD
PO BOX 13006TUCSONAZ85732DIRECTOR0.25$0$0$0
RICHARD BAXTER
PO BOX 13006TUCSONAZ85732SECRETARY/TR0.25$0$0$0
JANET LANG
PO BOX 13006TUCSONAZ85732DIRECTOR/ VI0.25$0$0$0
HUMBERTO LOPEZ
PO BOX 13006TUCSONAZ85732DIRECTOR0.25$0$0$0
DARIA MYERS
PO BOX 13006TUCSONAZ85732DIRECTOR0.25$0$0$0
ADELE SIMMONS
PO BOX 13006TUCSONAZ85732DIRECTOR0.25$0$0$0
DR ANDREW WEIL
PO BOX 13006TUCSONAZ85732CHAIRMAN0.25$0$0$0
JAMES DALEN MD
PO BOX 13006TUCSONAZ85732EXECUTIVE DI0.50$56,333$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,397,206AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,397,206TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,397,206AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$20,958CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,376,248NetVlNoncharitableAssetsAmt
Minimum Investment Return$68,812MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$68,812MinimumInvestmentReturnAmt
Tax Based On Investment Income$9TaxBasedOnInvestmentIncomeAmt
Total Tax$9TotalTaxAmt
Distributable Before Adj$68,803DistributableBeforeAdjAmt
Distributable Before Ded$68,803DistributableBeforeDedAmt
Distributable As Adjusted$68,803DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$957,124ExpensesAndContributionsAmt
Qualifying Distributions$957,124QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$68,803DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$591,962ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$252,120ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$392,665ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$475,950ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$753,265ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,465,962TotalExcessDistributionCyovAmt
Qualifying Distributions$957,124QualifyingDistributionsAmt
Applied To Current Year$68,803AppliedToCurrentYearAmt
Remaining Distri From Corpus$888,321RemainingDistriFromCorpusAmt
Total Corpus$3,354,283TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$591,962ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,762,321ExcessDistriCyovToNextYrAmt
Excess From Year4$252,120ExcessFromYear4Amt
Excess From Year3$392,665ExcessFromYear3Amt
Excess From Year2$475,950ExcessFromYear2Amt
Excess From Year1$753,265ExcessFromYear1Amt
Excess From Current Year$888,321ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCHRISTINE WILLETTRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1C/O THE WEIL FOUNDATIONAddressLine1Txt
Address Line2PO BOX 13006AddressLine2Txt
CityTUCSONCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85732ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5206477865RecipientPhoneNum
Recipient Email AddressWWW.WEILFOUNDATION.ORGRecipientEmailAddressTxt
Form And Info And MaterialsAPPLICATION FORM WITH GRANT INFORMATION AND BUDGET.FormAndInfoAndMaterialsTxt
Restrictions On AwardsNON-PROFIT HEALTH OR EDUCATIONAL ORGANIZATIONS THAT FIT THE MISSION AND STRATEGIC FOCUS MAY APPLY.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
UNIVERSITY OF ARIZONA FNDN - AWCIM
1111 N CHERRY AVETUCSONAZ85721N/A501C3EDUCATION$624,000
IM4US - A TIDES CENTER PROJECT
13515 SW 171ST STVASHONWA98070N/A501C3EDUCATION$15,000
STANFORD UNIVERSITY
400 HAMILTON AVEPALO ALTOCA94301N/A501C3EDUCATION$30,000
MEMORIAL FOUNDATION INC
100 BLUEGRASS COMMONS BLVHENDERSONVILLETN37075N/A501C3EDUCATION$25,000
UNIV OF KENTUCKY RESEARCH FNDN
2195 HARRODSBURG PLACELEXINGTONKY40504N/A501C3EDUCATION$19,000
HENNEPIN HEALTHCARE FOUNDATION
701 PARK AVEMINNEAPOLISMN55415N/A501C3EDUCATION$22,000
PONCE MEDICAL SCHOOL FOUNDATION INC
388 LUIS SALA STPONCEPR00716N/A501C3EDUCATION$38,022
UNIVERSITY OF CINCINNATI FOUNDATION
51 GOODMAN STCINCINNATIOH45221N/A501C3EDUCATION$30,000
NORTHWESTERN MEMORIAL FOUNDATION
541 NORTH FAIRBANKS COURTCHICAGOIL60611N/A501C3EDUCATION$18,000SUITE 800
UNIVERSITY OF TEXAS FOUNDATION
9011 MOUNTAIN RIDGE DRIVEAUSTINTX78759N/A501C3EDUCATION$12,500SUITE 150
MARIAN REGIONAL MEDICAL CENTER
1400 E CHURCH STSANTA MARIACA93454N/A501C3EDUCATION$25,000
THE UNIVERSITY OF CHICAGO
5801 S ELLIS AVECHICAGOIL60637N/A501C3EDUCATION$30,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$888,522TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$523ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$134ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$657ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$657TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
DR ANDREW WEIL
12200 E RIVER RD STE 111TUCSONAZ85718$873,033Yes (X)
ESTEE LAUDER COMPANIES
27 CORPORATE CENTER DRMELVILLENY11747$1,000,000Yes (X)
MR HUMBERTO LOPEZ
33901 E BROADWAY BLVDTUCSONAZ85711$5,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1SECURITIES DONATED$839,9982021-11-15
1SECURITIES DONATED$33,0352021-12-17

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$5,600Amt
Disbursements Charitable Prps$5,600DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
INSURANCE$2,100$2,100
SUPPLIES$817$817
DUES AND SUBSCRIPTIONS$780$780
POSTAGE AND DELIVERY$322$322
MISCELLANEOUS$35$35

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$88Amt
Disbursements Charitable Prps$88DisbursementsCharitablePrpsAmt

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