WEISS FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WEISS FAMILY FOUNDATION (EIN 20-8916545)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-08-13
- IRS object ID
- 202022269349100607
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-13T10:01:05-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222428965 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 290 W MT PLEASANT AVENUE 3310 | AddressLine1Txt |
| City | LIVINGSTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07039 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208916545 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEISS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEIS | BusinessNameControlTxt |
| Phone | 8602408900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE STATE ST FL 20 | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE WEISS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8602408900 | PhoneNum |
| Signature | 2020-07-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT SIEGEL | PreparerPersonNm |
| PTIN | P00094592 | PTIN |
| Phone | 9732180500 | PhoneNum |
| Preparation | 2020-07-29 | 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 | $46,692,738 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $891,912 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $891,912 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $592,269 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,378,682 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $592,269 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $28,326 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $27,339 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,512,507 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,511,520 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $238,833 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $238,833 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $35,878 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $35,171 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $35,802 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $32,500 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $102,918 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $152,918 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $26,798 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $97 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $11,769 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $9,076 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,053 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,552 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,552 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $458,457 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $97 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $489,396 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,582,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,582,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,040,457 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $97 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,071,396 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,527,950 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,511,423 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,556,273 | CashBOYAmt |
| Cash EOY | $443,040 | CashEOYAmt |
| Cash EOYFMV | $443,040 | CashEOYFMVAmt |
| Acct Rcvbl | $1,926 | AcctRcvblAmt |
| Acct Rcvbl BOY | $3,567 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,926 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,926 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $47,922,075 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $46,247,772 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $46,247,772 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $50,481,915 | TotalAssetsBOYAmt |
| Total Assets EOY | $46,692,738 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $46,692,738 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $64,761 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $19,652 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $64,761 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $19,652 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $50,417,154 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $46,673,086 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $50,417,154 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $46,673,086 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $50,481,915 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $46,692,738 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $50,417,154 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,527,950 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,783,896 | OtherIncreasesAmt |
| Subtotal | $46,673,100 | SubtotalAmt |
| Other Decreases | $14 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $46,673,086 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $5,000,000 | $4,786,413 | $213,587 | $213,587 | |
| $0 | $0 | P | |||
| $0 | $0 | P | |||
| $0 | $0 | P | |||
| $0 | $0 | P | |||
| CAPITAL GAINS DIVIDENDS | $378,682 | $378,682 | $378,682 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $592,269 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,442,594 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $52,727,507 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.084256 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,235,015 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $49,470,836 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.085606 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,271,237 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $47,063,105 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.090756 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,741,304 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $50,422,471 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.113864 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $8,361,869 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $49,521,931 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.168852 | DistributionYr5Rt |
| Total Distribution | 0.543334 | TotalDistributionRt |
| Average Distribution | 0.108667 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $49,233,936 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,350,104 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $15,114 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,365,218 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,071,396 | 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 | $15,114 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,114 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,114 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,921 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $18,921 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,807 | OverpaymentAmt |
| Applied To ES Tax | $3,807 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROBERT GENDREAU | IndividualWithBooksNm |
| Phone | 8602408900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE STATE STREET | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| GEORGE A WEISS | ||||||||
| 7252 FISHER ISLAND DRIVE | FISHER ISLAND | FL | 33109 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| RACHEL ANZISKA | ||||||||
| 320 PARK AVE 20TH FLOOR | NEW YORK | NY | 10022 | EXECUTIVE DIRECTOR | 40.00 | $238,833 | $35,878 | $10,090 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COSMID CAPITAL LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7982 BAYSIDE DRIVE | AddressLine1Txt |
| City | FORT COLLINS | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80528 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CONSULTING | ServiceTypeTxt |
| Compensation | $77,918 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $48,697,415 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,286,276 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $49,983,691 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $49,983,691 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $749,755 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $49,233,936 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,461,697 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,461,697 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,114 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,114 | TotalTaxAmt |
| Distributable Before Adj | $2,446,583 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,446,583 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,446,583 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,071,396 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,071,396 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $15,114 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,056,282 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,446,583 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,196,579 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,262,196 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,200,884 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,797,667 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,830,446 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $15,287,772 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,071,396 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,446,583 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,624,813 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $19,912,585 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $6,196,579 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $13,716,006 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,262,196 | ExcessFromYear4Amt |
| Excess From Year3 | $2,200,884 | ExcessFromYear3Amt |
| Excess From Year2 | $1,797,667 | ExcessFromYear2Amt |
| Excess From Year1 | $1,830,446 | ExcessFromYear1Amt |
| Excess From Current Year | $4,624,813 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GEORGE A WEISS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | ||||||||
| 220 E 42ND STREET SUITE 400 | NEW YORK | NY | 10017 | N/A | PC | TO SUPPORT PROGRAMS TO BENEFIT THE JEWISH COMMUNITY. | $100,000 | |
| CHABAD HOUSE | ||||||||
| 2352 ALBANY AVE | WEST HARTFORD | CT | 06117 | N/A | PC | TO SUPPORT PROGRAMS TO BENEFIT THE JEWISH COMMUNITY OF GREATER HARTFORD. | $10,000 | |
| GENE SPOTLIGHT | ||||||||
| 801 ARTHUR GODFREY ROAD SUITE 401 | MIAMI BEACH | FL | 33140 | N/A | PC | TO SUPPORT RESEARCH DEDICATED TO THE TREATMENT AND CURE OF RARE DISEASES. | $48,000 | |
| GEORGIA INNOCENCE PROJECT | ||||||||
| 2645 NORTH DECATUR ROAD | DECATUR | GA | 30033 | N/A | PC | TO SUPPORT PROGRAMS TO OVERTURN WRONGFUL CONVICTIONS. | $25,000 | |
| GUIDING EYES FOR THE BLIND | ||||||||
| 611 GRANITE SPRINGS ROAD | YORKTOWN HEIGHTS | NY | 10598 | N/A | PC | TO SUPPORT PROGRAMS TO RAISE AND TRAIN GUIDE DOGS. | $15,000 | |
| HARLEM VILLAGE ACADEMIES | ||||||||
| 15 PENN PLAZA 15 | NEW YORK | NY | 10001 | N/A | PC | TO SUPPORT PROGRAMS THAT SUPPORT STUDENTS TO BECOME MEANINGFUL CONTRIBUTORS TO SOCIETY. | $25,000 | |
| NATIONAL CARES MENTORING MOVEMENT | ||||||||
| 230 PEACHTREE STREET SUITE 530 | ATLANTA | GA | 30303 | N/A | PC | TO SUPPORT PROGRAMS FOR THE DEVELOPMENT OF YOUTH. | $15,000 | |
| NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY | ||||||||
| 101 SOUTH INDEPENDENCE MALL EAST | PHILADELPHIA | PA | 19106 | N/A | PC | TO SUPPORT EDUCATION PROGRAMS ABOUT AMERICAN-JEWISH LIFE AND TRADITION. | $10,000 | |
| PHILLIP AND PATRICIA FROST MUSEUM OF SCIENCE | ||||||||
| 1101 BISCAYNE BOULEVARD | MIAMI | FL | 33132 | N/A | PC | TO SUPPORT PROGRAMS TO BETTER UNDERSTAND PEOPLE AND THE WORLD THROUGH SCIENCE AND TECHNOLOGY. | $50,000 | |
| PROJECT KESHER | ||||||||
| 729 7TH AVENUE 9TH FLOOR | NEW YORK | NY | 10019 | N/A | PC | TO SUPPORT PROGRAMS TO BENEFIT WOMEN IN THE JEWISH COMMUNITY. | $80,000 | |
| SAY YES TO EDUCATION INC | ||||||||
| ONE STATE STREET FL 18 | HARTFORD | CT | 06103 | N/A | PC | TO SUPPORT PROGRAMS THAT PROMOTE POST-SECONDARY EDUCATION FOR AT-RISK CHILDREN. | $3,000,000 | |
| SEEDS OF PEACE | ||||||||
| 370 LEXINGTON AVE SUITE 401 | NEW YORK | NY | 10017 | N/A | PC | TO SUPPORT PROGRAMS THAT DEVELOP LEADERSHIP SKILLS REQUIRED TO ADVANCE LASTING PEACE. | $50,000 | |
| TEMPLE BETH DAVID | ||||||||
| 1885 MCGEE ROAD | SNELLVILLE | GA | 30078 | N/A | PC | TO SUPPORT THE SYNAGOGUE. | $60,000 | |
| TEMPLE EMANU-EL | ||||||||
| 1701 WASHINGTON AVE | MIAMI | FL | 33139 | N/A | PC | TO SUPPORT THE SYNAGOGUE AND ITS CHARITABLE PROGRAMS. | $25,000 | |
| THE JED FOUNDATION | ||||||||
| 6 E 39TH STREET 1204 | NEW YORK | NY | 10016 | N/A | PC | TO SUPPORT PROGRAMS TO PREVENT SUICIDE IN TEENS AND YOUNG ADULTS. | $10,000 | |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT ST 433 FRANKLIN | PHILADELPHIA | PA | 19104 | N/A | PC | TO SUPPORT THE PERELMAN SCHOOL OF MEDICINE. | $1,050,000 | BUILDING |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT ST 433 FRANKLIN | PHILADELPHIA | PA | 19104 | N/A | PC | TO SUPPORT COLLEGIATE ATHLETIC PROGRAMS. | $145,000 | BUILDING |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT ST 433 FRANKLIN | PHILADELPHIA | PA | 19104 | N/A | PC | TO SUPPORT THE PENN CENTER FOR ORPHAN DISEASE RESEARCH AND THERAPY. | $1,100,000 | BUILDING |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT ST 433 FRANKLIN | PHILADELPHIA | PA | 19104 | N/A | PC | TO SUPPORT THE WEISS TECH HOUSE. | $36,000 | BUILDING |
| WOLF CONSERVATION CENTER | ||||||||
| 7 BUCK RUN | SOUTH SALEM | NY | 10590 | N/A | PC | TO SUPPORT PROGRAMS TO PROTECT AND PRESERVE WOLVES IN NORTH AMERICA. | $75,000 | |
| WOODROW WILSON NATIONAL FELLOWSHIP FOUNDATION | ||||||||
| 5 VAUGHN DR SUITE 300 | PRINCETON | NJ | 08540 | N/A | PC | TO SUPPORT PROGRAMS THAT ATTEMPT TO MAXIMIZE HUMAN POTENTIAL THROUGH EDUCATION. | $400,000 | |
| BEYOND THE BASICS INC | ||||||||
| 26 CATHERINE COURT | SOUTH AMBOY | NJ | 08879 | N/A | PC | TO EMPOWER YOUNG INDIVIDUALS TO MAXIMIZE THEIR POTENTIAL. | $10,000 | |
| HEBREW SENIOR CARE INC | ||||||||
| 1 ABRAMS BLVD | WEST HARTFORD | CT | 06117 | N/A | PC | TO SUPPORT HEALTH AND WELLNESS OF SENIORS IN THE COMMUNITY. | $25,000 | |
| UNION RESCUE MISSION | ||||||||
| 545 SOUTH SAN PEDRO STREET | LOS ANGELES | CA | 90013 | N/A | PC | TO PROVIDE EMERGENCY FOOD, SHELTER, MEDICAL AND TRAINING SERVICES FOR THE HOMELESS PEOPLE IN LOS ANGELES. | $100,000 | |
| THE MUSEUM OF THE CITY OF NY | ||||||||
| 1220 FIFTH AVENUE | NEW YORK | NY | 10029 | N/A | PC | TO SUPPORT PROGRAMS/EXHIBITS TO ENGAGE VISITORS BY CELEBRATING THE CITY'S HISTORY AND FUTURE. | $50,000 | |
| RABBINICAL COLLEGE OF AMERICA | ||||||||
| 226 SUSSEX AVENUE | MORRISTOWN | NJ | 07960 | N/A | PC | TO SUPPORT PROGRAMS OF ADVANCED JEWISH SCHOLARSHIP TO TRAIN RABBIS, TEACHERS AND COMMUNITY LEADERS. | $18,000 | |
| PENNSYLVANIA REGIONAL TRAINING CENTER | ||||||||
| 235 SOUTH 33RD STREET | PHILADELPHIA | PA | 19014 | N/A | PC | TO SUPPORT THE PENNSYLVANIA WRESTLING PROGRAM. | $20,000 | |
| STRIVE | ||||||||
| 205 EAST 122ND STREET 3RD FLOOR | NEW YORK | NY | 10035 | N/A | PC | TO SUPPORT JOB PLACEMENT TRAINING AND PROGRAMS FOR UNEMPLOYED PEOPLE IN NEW YORK CITY. | $5,000 | |
| ONE LOVE FOUNDATION | ||||||||
| PO BOX 368 | BRONXVILLE | NY | 10708 | N/A | PC | TO SUPPORT PROGRAMS TO END RELATIONSHIP VIOLENCE. | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,582,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $891,912 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $592,269 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM INVESTMENT PARTNERSHIPS | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $987 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $27,339 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $987 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,511,520 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,512,507 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,600 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN PARTNERSHIPS | FMV | $2,313,352 | $2,313,352 |
| INVESTMENT IN FOREIGN CORPORATION | FMV | $32,909,515 | $32,909,515 |
| INVESTMENT IN MUTUAL FUNDS | FMV | $11,024,905 | $11,024,905 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL RESEARCH | CategoryTxt |
| Legal Fees | $35,802 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $32,500 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENT | Desc |
| Amt | $14 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSE | Desc |
| Revenue And Expenses Per Books | $3,552 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,552 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM INVESTMENT PARTNERSHIPS | Desc |
| Revenue And Expenses Per Books | $28,326 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $27,339 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $28,326 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON MARKETABLE SECURITIES | Desc |
| Amt | $1,783,896 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING | CategoryTxt |
| Amt | $102,918 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $152,918 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $14,932 | $0 | $0 |
| FOREIGN TAX | $97 | $97 | $0 |
| PAYROLL TAX | $11,769 | $0 | $11,769 |
Comments