WEIL FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WEIL FAMILY FOUNDATION (EIN 95-2379787)
- Tax period
- 2019-12-01 to 2020-11-30
- Filed
- 2021-04-08
- IRS object ID
- 202140989349100304
- Schema version
- 2019v5.0
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-08T07:47:26-05:00 | ReturnTs |
| Tax Period End | 2020-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 473771607 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOLOMON AND YAGLINSKI PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 595 SKIPPACK PIKE SUITE 100 | AddressLine1Txt |
| City | BLUE BELL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19422 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952379787 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WEIL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEIL | BusinessNameControlTxt |
| Phone | 6102099887 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 WOODWARD ROAD | AddressLine1Txt |
| City | ROSE VALLEY | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19063 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL ADESMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6102099887 | PhoneNum |
| Signature | 2021-03-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NORBERT L YAGLINSKI JR CPA | PreparerPersonNm |
| PTIN | P00009609 | PTIN |
| Phone | 2158855555 | PhoneNum |
| Preparation | 2021-04-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,925,685 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $150,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $29,069 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $29,069 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $29,069 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $110,477 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $110,477 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $110,477 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $258,378 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,883,339 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $258,378 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $547,924 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $397,924 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $139,546 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $3,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $3,750 | AccountingFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $85 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $85 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $85 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $30,199 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30,199 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $30,199 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $34,034 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,034 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $34,034 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $450,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $450,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $484,034 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,034 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $34,034 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $450,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $63,890 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $363,890 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $105,512 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $376,102 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $415,686 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $415,686 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $660,065 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $605,005 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $605,005 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,301,186 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,371,805 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,371,805 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $444,730 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $533,189 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $533,189 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $7,782,085 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,925,685 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,925,685 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Additional Paid In Capital BOY | $326,631 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $326,631 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,455,454 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,599,054 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,782,085 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,925,685 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,782,085 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,925,685 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,782,085 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $63,890 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,079,710 | OtherIncreasesAmt |
| Subtotal | $8,925,685 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,925,685 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MERRILL LYNCH ACCT 07H07 | P | $4,266 | $6,146 | -$1,880 | -$1,880 |
| MERRILL LYNCH ACCT 07H07 | P | $41,141 | $65,458 | -$24,317 | -$24,317 |
| MERRILL LYNCH ACCT 07H07 | P | $216,682 | $108,702 | $107,980 | $107,980 |
| MERRILL LYNCH ACCT 07H07 | P | $35 | $35 | $35 | |
| MERRILL LYNCH ACCT 22D-74017 | P | $633,606 | $676,472 | -$42,866 | -$42,866 |
| MERRILL LYNCH ACCT 22D-74017 | P | $987,609 | $768,183 | $219,426 | $219,426 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $258,378 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$44,746 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $393,329 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,335,706 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053618 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $409,089 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,922,926 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059092 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $345,369 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,830,975 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050559 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $216,975 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,191,805 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.035042 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $293,591 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,022,918 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048746 | DistributionYr5Rt |
| Total Distribution | 0.247057 | TotalDistributionRt |
| Average Distribution | 0.049411 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,228,577 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $406,582 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,639 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $410,221 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $450,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,639 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,639 | SubtotalAmt |
| Tax Based On Investment Income | $3,639 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,680 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,680 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,041 | OverpaymentAmt |
| Applied To ES Tax | $1,041 | AppliedToESTaxAmt |
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 | CA | 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 | N\A | WebsiteAddressTxt |
| Individual With Books | MICHAEL ADESMAN | IndividualWithBooksNm |
| Phone | 6102099887 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 WOODWARD ROAD | AddressLine1Txt |
| City | ROSE VALLEY | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19063 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL ADESMAN | ||||||||
| 400 WOODWARD ROAD | ROSE VALLEY | PA | 19063 | PRESIDENT | 6.00 | $0 | $0 | $0 |
| NICOLE ADESMAN | ||||||||
| 400 WOODWARD ROAD | ROSE VALLEY | PA | 19063 | SECRETARY | 2.00 | $0 | $0 | $0 |
| DAVID MEDINE | ||||||||
| 7417 HELMSDALE ROAD | BETHESDA | MD | 20817 | TREASURER | 2.00 | $0 | $0 | $0 |
| MARISSA MEDINE | ||||||||
| 7417 HELMSDALE ROAD | BETHESDA | MD | 20817 | VICE PRESIDE | 2.00 | $0 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | WEIL INSTITUTE VCU ALL GRANTS & DISTRIBUTIONS ARE MADE TO PUBLIC NON-PROFIT RESEARCH & CHARITABLE ORGANIZATIONS YO ENABLE THEM TO PERFORM RESEARCH & CHARITABLE FUNCTIONS | Description1Txt |
| Expenses1 | $100,000 | Expenses1Amt |
| Description2 | PLANNED PARENTHOOD FEDERATION ALL GRANTS & DISTRIBUTIONS ARE MADE TO PUBLIC NON-PROFIT RESEARCH & CHARITABLE ORGANIZATIONS YO ENABLE THEM TO PERFORM RESEARCH & CHARITABLE FUNCTIONS | Description2Txt |
| Expenses2 | $100,000 | Expenses2Amt |
| Description3 | SOCIETY OF CRITICAL CARE MEDICINE ALL GRANTS & DISTRIBUTIONS ARE MADE TO PUBLIC NON-PROFIT RESEARCH & CHARITABLE ORGANIZATIONS YO ENABLE THEM TO PERFORM RESEARCH & CHARITABLE FUNCTIONS | Description3Txt |
| Expenses3 | $25,000 | Expenses3Amt |
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 | $7,957,990 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $395,895 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,353,885 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $8,353,885 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $125,308 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,228,577 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $411,429 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $411,429 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,639 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,639 | TotalTaxAmt |
| Distributable Before Adj | $407,790 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $407,790 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $407,790 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $450,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $450,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,639 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $446,361 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $407,790 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $31,824 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $104,375 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $70,765 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $35,886 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $242,850 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $450,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $407,790 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $42,210 | RemainingDistriFromCorpusAmt |
| Total Corpus | $285,060 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $31,824 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $253,236 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $104,375 | ExcessFromYear4Amt |
| Excess From Year2 | $70,765 | ExcessFromYear2Amt |
| Excess From Year1 | $35,886 | ExcessFromYear1Amt |
| Excess From Current Year | $42,210 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MICHAEL ADESMAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 WOODWARD ROAD | AddressLine1Txt |
| City | ROSE VALLEY | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19063 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6108920345 | RecipientPhoneNum |
| Recipient Email Address | MICADES@AOL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | CHECK ONLY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NOVEMBER 30 | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient Foundation StatusRecipientFoundationStatusTxt |
|---|---|---|---|---|---|---|---|---|
| ACTOR'S FUND COVID EMERGENCY FUND | ||||||||
| 729 SEVENTH AVENUE | 10TH FLOOR | NEW YORK | NY | 10019 | NONE | CHARITABLE | $15,000 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 225 N MICHIGAN AVE | FLOOR 17 | CHICAGO | IL | 60601 | NONE | CHARITABLE | $25,000 | |
| AMERICAN RED CROSS | ||||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | NONE | CHARITABLE | $10,000 | ||
| FOUNDATION OF DELAWARE COUNTY | ||||||||
| 200 E STATE STREET | SUITE 304 | MEDIA | PA | 19063 | NONE | CHARITABLE | $25,000 | |
| PLANNED PARENTHOOD FOUNDATION | ||||||||
| 123 WILLIAM STREET | 10TH FLOOR | NEW YORK | NY | 10038 | NONE | CHARITABLE | $100,000 | |
| SALVATION ARMY | ||||||||
| 615 SIATERS LANE | ALEXANDRIA | VA | 22314 | NONE | CHARITABLE | $30,000 | ||
| SOCIETY OF CRITICAL CARE MEDICINE | ||||||||
| 500 MIDWAY DRIVE | MOUNT PROSPECT | IL | 60056 | NONE | CHARITABLE | $25,000 | ||
| ST JUDE CHILDREN'S RESEARCH | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | CHARITABLE | $10,000 | ||
| WEIL INSTITUTE VCU | ||||||||
| BOX 843042 | RICHMOND | VA | 23284 | NONE | CHARITABLE | $100,000 | ||
| FEED THE CHILDREN | ||||||||
| PO BOX 36 | OKLAHOMA CITY | OK | 731010036 | NONE | CHARITABLE | $10,000 | ||
| BIG BROTHERS BIG SISTERS NEW YORK | ||||||||
| 40 RECTOR STREET | 11TH FLOOR | NEW YORK | NY | 10006 | NONE | CHARITABLE | $10,000 | |
| THE SALVATION ARMY NORTHERN DIVISIO | ||||||||
| 2445 PRIOR AVENUE N | ROSEVILLE | MN | 55113 | CHARITABLE | $5,000 | NONE | ||
| ENVIRONMENTAL DEFENSE FUND | ||||||||
| 1875 CONNECTIUT AVENUE NW | WASHINGTON | DC | 20009 | NONE | CHARITABLE | $5,000 | ||
| INNOVATION FUND FOUNDATION INC | ||||||||
| 205 JESSE HILL JR DRIVE | 952 TWIN TOWERS EAST | ATLANTA | GA | 30334 | NONE | CHARITABLE | $5,000 | |
| ONE FAIR WAGE | ||||||||
| 45 MT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | CHARITABLE | $15,000 | ||
| BRADY CENTER TO PREVENT GUN VIOLENC | ||||||||
| 840 FIRST STREET | NE SUITE 400 | WASHINGTON | DC | 20002 | NONE | CHARITABLE | $12,500 | |
| EVERYTOWN SUPPORT FUND | ||||||||
| PO BOX 3886 | NEW YORK | NY | 10163 | NONE | CHARITABLE | $12,500 | ||
| FEEDING AMERICA COVID EMERGENCY FUN | ||||||||
| PO BOX 96749 | WASHINGTON | DC | 200906749 | NONE | CHARITABLE | $10,000 | ||
| KINDWORKS MONTGOMERY COUNTY | ||||||||
| 7979 OLD GEORGETOWN ROAD | 10TH FLOOR | BETHESDA | MD | 20814 | NONE | CHARITABLE | $10,000 | |
| INTERNATIONAL REFUGEE ASSISTANCE PR | ||||||||
| ONE BATTERY PARK PLAZA | 4TH FLOOR | NEW YORK | NY | 10004 | NONE | CHARITABLE | $5,000 | |
| WE ACT | ||||||||
| 1854 AMSTERDAM AVENUE | 2ND FLOOR | NEW YORK | NY | 10031 | NONE | CHARITABLE | $5,000 | |
| EAST YARD COMMUNITIES FOR SOCIAL JU | ||||||||
| 2317 S ATLANTIC BLVD | COMMERCE | CA | 90040 | NONE | CHARITABLE | $5,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $450,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,069 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $110,477 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $258,378 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $139,546 | ExclusionAmt |
| Related Or Exempt Function Incm | $258,378 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $397,924 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | ALL FUNDS ENABLE THE FOUNDATION TO MAKE GRANTS AND |
| 4 | DISTRIBUTIONS TO PUBLIC NON-PROFIT RESEARCH AND |
| 4 | CHARITABLE ORGANIZATIONS |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MARIANNE WEIL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 LINDENWOOD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90049 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $150,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SOLOMON AND YAGLINSKI PC | CategoryTxt |
| Amt | $3,750 | Amt |
| Net Investment Income | $3,750 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,750 | AdjustedNetIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (19 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCRUED INTEREST | $5,505 | $5,505 |
| AMERICAN EXPRESS | $44,603 | $44,603 |
| ANHEUSER-BUSCH INBEV | $28,932 | $28,932 |
| APPLE INC | $44,416 | $44,416 |
| BANK OF NY MELLON | $20,920 | $20,920 |
| BB&T CORP | $43,266 | $43,266 |
| CISCO SYSTEMS INC | ||
| CITIGROUP INC | $19,902 | $19,902 |
| GLAXOSMITHKLINE CAPITAL | $41,882 | $41,882 |
| HOME DEPOT | $46,823 | $46,823 |
| JP MORGAN CHASE & CO | $40,810 | $40,810 |
| ORACLE | $42,549 | $42,549 |
| ROYAL BANK OF CANADA | ||
| SHELL INTERNATIONAL FIN | ||
| WALMART | ||
| WELLS FARGO | $22,254 | $22,254 |
| MORGAN STANLEY | $29,532 | $29,532 |
| COMCAST CORP | $43,263 | $43,263 |
| BAT CAPITAL CORP | $58,532 | $58,532 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (101 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADOBE | $119,139 | $119,139 |
| ALBEMARLE CORP | $45,056 | $45,056 |
| ALIBABA | $67,420 | $67,420 |
| ALIBABA | $79,008 | $79,008 |
| ALIGN TECH INC | ||
| ALPHABET INC CL A | $140,352 | $140,352 |
| AMAZON | $399,173 | $399,173 |
| AMERICAN STATES WATER | $100,684 | $100,684 |
| ANALOG DEVICES INC | $66,480 | $66,480 |
| APPLE INC | $129,050 | $129,050 |
| ASML HLDG | $106,806 | $106,806 |
| ASTRAZENECA PLC SPND ADR | $34,517 | $34,517 |
| AUTODESK | $53,804 | $53,804 |
| BALL CORP | $29,283 | $29,283 |
| BANK O F AMERICA | $104 | $104 |
| BARNES GROUP | $40,045 | $40,045 |
| BLACKROCK STRATEGIC | $61,452 | $61,452 |
| BOEING COMPANY | $61,799 | $61,799 |
| BOEING CORP | ||
| BOSTON SCIENTIFIC CORP | $58,344 | $58,344 |
| BURLINGTON STORES | ||
| CAMPBELL SOUP | $37,678 | $37,678 |
| CATALENT INC SHS | $19,228 | $19,228 |
| CENTURY LINK | ||
| CHUBB GROUP | $18,128 | $18,128 |
| CME GROUP INC | ||
| CONSTELLATION BRANDS | ||
| COSTAR GROUP | $98,342 | $98,342 |
| COUPA SOFTWARE | $25,655 | $25,655 |
| DOMINION ENERGY INC | $30,309 | $30,309 |
| DOMINOS PIZZA | $23,554 | $23,554 |
| EXXONMOBILE | ||
| FACEBOOK INC | $121,036 | $121,036 |
| FEDEX CORP | $139,565 | $139,565 |
| FERRARI NV | $16,889 | $16,889 |
| FIDELITY NATL INFO SVCS | $48,382 | $48,382 |
| GENERAL ELECTRIC | ||
| GODADDY | ||
| HONEYWELL INTL | ||
| HUMANA | $58,075 | $58,075 |
| IAC INTERACTIVE | ||
| ILLUMINA | ||
| INTUIT | $110,182 | $110,182 |
| INTUITIVE SURGICAL INC | $47,919 | $47,919 |
| INTUITIVE SURGICAL INC | $102,373 | $102,373 |
| INTUITIVE SURGICAL INC | $45,015 | $45,015 |
| IQVIA HLDGS | ||
| ISHARES INC CORE MSCI | $750,698 | $750,698 |
| ISHARES INC CORE MSCI EMERGING | $439,709 | $439,709 |
| ISHARES JP MORGAN EM BOND | $297,393 | $297,393 |
| ISHARES PREFERRED & INC | $329,119 | $329,119 |
| ISHARES TR RUSSELL 2000 | $437,344 | $437,344 |
| JOHNSON & JOHNSON | $120,275 | $120,275 |
| KEYSIGHT TECHNOLOGIES | $39,253 | $39,253 |
| KIMBERLY CLARK | $201,556 | $201,556 |
| LINDE PLC REG SHS | $20,001 | $20,001 |
| LOWES | $47,993 | $47,993 |
| LVMH MOET HENNESSY ADR | $19,391 | $19,391 |
| MARATHON OIL CORP | ||
| MARATHON PETROLEUM CORP | $12,235 | $12,235 |
| MARVELL TECHNOLOGY GROUP | $32,866 | $32,866 |
| MASTERCARD INC | $156,141 | $156,141 |
| MERCADOLIBRE | $104,073 | $104,073 |
| MICROSOFT CORP | $277,221 | $277,221 |
| MPC | ||
| NESTLE SA REP RG | $73,279 | $73,279 |
| NETFLIX | $126,110 | $126,110 |
| NIKE INC | $81,898 | $81,898 |
| NOVARTIS | ||
| NSRGY | ||
| NVIDIA | $35,380 | $35,380 |
| PAYPAL HOLDINGS | $69,803 | $69,803 |
| PROLOGIS | $16,908 | $16,908 |
| RINGCENTRAL INC | $39,805 | $39,805 |
| ROPER TECHNOLOGY | $48,251 | $48,251 |
| S&P GLOBAL | ||
| S&P GLOBAL INC | $104,127 | $104,127 |
| SALESFORCE COM | $44,981 | $44,981 |
| SBA COMMUNICATIONS | $67,487 | $67,487 |
| SERVICENOW | $163,038 | $163,038 |
| SHERWIN WILLIAMS | $59,063 | $59,063 |
| SHOPIFY INC CL A | $49,067 | $49,067 |
| SNAP INC CL A | $101,677 | $101,677 |
| TENCENT HOLDINGS | ||
| TESLA | ||
| TEXAS INSTRUMENTS | ||
| TJX COS INC NEW | $44,076 | $44,076 |
| TRANSUNION | $45,818 | $45,818 |
| ULTRA BEAUTY | ||
| UNION PACIFIC | ||
| UNITED HEALTH GROUP | $85,094 | $85,094 |
| VERTEX PHARMC | ||
| VISA INC CL A | $187,422 | $187,422 |
| VULCAN MATERIAL | ||
| WASTE MANAGEMENT | ||
| WELLS FARGO | ||
| WFC | ||
| WIX COM LTD | $43,934 | $43,934 |
| XILINX INC | ||
| XYLEM INC | ||
| ZOETIS | $64,473 | $64,473 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $605,005 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $605,005 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| ADVISORY FEES - MERRILL LYNCH | $17,478 | $17,478 | $17,478 |
| TRANSACTION FEES - MERRIL LYN | $12,476 | $12,476 | $12,476 |
| EMA ANNUAL; FEE | $150 | $150 | $150 |
| CREDIT CARD FEES | $95 | $95 | $95 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNRECOGNIZED SECURITY GAINS | Desc |
| Amt | $1,079,710 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CALIFORNIA REGISTRATION | $75 | $75 | $75 |
| CALIFORNIA FRANCHISE TAX | $10 | $10 | $10 |
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