THE WEIL FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
THE WEIL FOUNDATION (EIN 86-1049023)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-13
IRS object ID
201903179349100990
Schema version
2018v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-11-13T11:36:50-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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
Signature2019-11-01SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRIS WM LUDWIG CPAPreparerPersonNm
PTINP00539132PTIN
Phone5205450500PhoneNum
Preparation2019-11-01PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address68.15.191.28IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-01IPDt
IP Tm08:05:22IPTm
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdB6162473FDB9C62BF875F4633655C2D76CA34BB8AtSubmissionCreationDeviceId
At Submission Filing Device Id4CB514AEBA3F52151D899460C7463677C4C06670AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-04-17 16:48:07ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$582,440FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$492,600ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2,256InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,256InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$2,256InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$494,856TotalRevAndExpnssAmt
Total Net Invst Incm$2,256TotalNetInvstIncmAmt
Total Adj Net Incm$2,256TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$49,935CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$4,845AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$4,845AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$3,883OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$3,883OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$58,663TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,728TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$395,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$395,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$453,663TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$403,728TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$41,193ExcessRevenueOverExpensesAmt
Net Investment Income$2,256NetInvestmentIncomeAmt
Adjusted Net Income$2,256AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$20,000CashBOYAmt
Cash EOY$20,200CashEOYAmt
Cash EOYFMV$20,200CashEOYFMVAmt
Sav And Temp Cash Invst BOY$521,247SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$562,240SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$562,240SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$541,247TotalAssetsBOYAmt
Total Assets EOY$582,440TotalAssetsEOYAmt
Total Assets EOYFMV$582,440TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$541,247UnrestrictedBOYAmt
Unrestricted EOY$582,440UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$541,247TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$582,440TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$541,247TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$582,440TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$541,247TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$41,193ExcessRevenueOverExpensesAmt
Subtotal$582,440SubtotalAmt
Tot Net Ast Or Fund Balances EOY$582,440TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxYes (true)LiableSection4942TaxInd

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$45InvestmentIncomeExciseTaxAmt
Subtotal$45SubtotalAmt
Tax Based On Investment Income$45TaxBasedOnInvestmentIncomeAmt
Tax Due$45TaxDueAmt

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 (10 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/TR0.50$0$0$0
JANET LANG
PO BOX 13006TUCSONAZ85732DIRECTOR0.25$0$0$0
HUMBERTO LOPEZ
PO BOX 13006TUCSONAZ85732DIRECTOR0.25$0$0$0
DARIA MYERS
PO BOX 13006TUCSONAZ85732DIRECTOR0.25$0$0$0
ROBERT SARVER
PO BOX 13006TUCSONAZ85732DIRECTOR0.25$0$0$0
ADELE SIMMONS
PO BOX 13006TUCSONAZ85732DIRECTOR0.25$0$0$0
DR ANDREW WEIL
PO BOX 13006TUCSONAZ85732CHAIRMAN0.50$0$0$0
JAMES DALEN MD
PO BOX 13006TUCSONAZ85732EXECUTIVE DI2.00$48,000$0$0
NANCY OLMSTEAD
PO BOX 13006TUCSONAZ85732RECORDING SE1.50$1,935$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$225,533AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$225,533TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$225,533AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,383CashDeemedCharitableAmt
Net Vl Noncharitable Assets$222,150NetVlNoncharitableAssetsAmt
Minimum Investment Return$11,108MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$11,108MinimumInvestmentReturnAmt
Tax Based On Investment Income$45TaxBasedOnInvestmentIncomeAmt
Total Tax$45TotalTaxAmt
Distributable Before Adj$11,063DistributableBeforeAdjAmt
Distributable Before Ded$11,063DistributableBeforeDedAmt
Distributable As Adjusted$11,063DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$403,728ExpensesAndContributionsAmt
Qualifying Distributions$403,728QualifyingDistributionsAmt
Adjusted Qualifying Distri$403,728AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$11,063DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$245,862ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$545,300ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$617,903ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$591,962ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$252,120ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,253,147TotalExcessDistributionCyovAmt
Qualifying Distributions$403,728QualifyingDistributionsAmt
Applied To Current Year$11,063AppliedToCurrentYearAmt
Remaining Distri From Corpus$392,665RemainingDistriFromCorpusAmt
Total Corpus$2,645,812TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$245,862ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,399,950ExcessDistriCyovToNextYrAmt
Excess From Year4$545,300ExcessFromYear4Amt
Excess From Year3$617,903ExcessFromYear3Amt
Excess From Year2$591,962ExcessFromYear2Amt
Excess From Year1$252,120ExcessFromYear1Amt
Excess From Current Year$392,665ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonNANCY OLMSTEADRecipientPersonNm

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 (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACADEMIC CONSORTIUM FOR IM & HEALTH
6728 OLD MCLEAN DRMCLEANVA22101N/A501C3EDUCATION$25,000
UNIV OF AZ FDN - AZ CIM
1111 N CHERRY AVETUCSONAZ85721N/A501C3EDUCATION$130,000
SOCIETY FOR INTEGRATIVE ONCOLOGY
136 EVERETT RDALBANYNY12205N/A501C3EDUCATION$20,000
STUDENTS FOR INTEGRATIVE MEDICINE
1033 GAYLEY AVESTE 111LOS ANGELESCA90024N/A501C3EDUCATION$5,000
UNIV OF AZ FDN - UA DEPT OF PSYCH
1111 N CHERRY AVETUCSONAZ85721N/A501C3EDUCATION$20,000
KECK SCHOOL OF MEDICINE OF USC
1975 ZONAL AVELOS ANGELESCA90033N/A501C3EDUCATION$5,000
PONCE MEDICAL SCHOOL FOUNDATION
388 ZONA INDUSTRIALPONCEPR00716N/A501C3EDUCATION$20,000
HARVARD SCHOOL OF PUBLIC HEALTH
665 HUNTINGTON AVEBOSTONMA02115N/A501C3EDUCATION$10,000
UNIV OF FL DEPT OF MEDICINE
1600 SW ARCHER RDGAINESVILLEFL32608N/A501C3EDUCATION$10,000
INTEGRATIVE MED FOR THE UNDERSERVE
2 APPLETON AVESAN FRANCISCOCA94110N/A501C3EDUCATION$5,000
MOREHOUSE SCHOOL OF MEDICINE
720 WESTVIEW DR SWATLANTAGA30310N/A501C3EDUCATION$25,000
UNIV OF CINCINNATI CTR FOR INTEGR H
PO BOX 19970CINCINNATIOH45219N/A501C3EDUCATION$20,000
HENNEPIN HEALTH SYSTEM
701 PARK AVEMINNEAPOLISMN55415N/A501C3EDUCATION$20,000
STANFORD UNIV DEPT OF PEDIATRICS
400 HAMILTON AVEPALO ALTOCA94301N/A501C3EDUCATION$20,000
UCSF DEPT OF GERIATRICS
3333 CALIFORNIA STSAN FRANCISCOCA94118N/A501C3EDUCATION$15,000
UNIV OF MA MEDICAL SCHOOL
55 LAKE AVEWORCESTERMA01655N/A501C3EDUCATION$15,000
UNIV OF KY FAMILY & COMMUNITY
2195 HARRODSBURG RDLEXINGTONKY40504N/A501C3EDUCATION$20,000
MEMORIAL HEALTHCARE SYSTEM
3329 JOHNSON STHOLLYWOODFL33021N/A501C3EDUCATION$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$395,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,256ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$2,256ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,256TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonDR ANDREW WEILContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line17650 E BROADWAY BLVD STE 310AddressLine1Txt
CityTUCSONCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85710ZIPCd
FieldValueIRS element (for citing)
Total Contributions$492,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,845Amt
Disbursements Charitable Prps$4,845DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
INSURANCE$2,100$2,100
DUES AND SUBSCRIPTIONS$750$750
MISCELLANEOUS$519$519
SUPPLIES$300$300
POSTAGE AND DELIVERY$214$214

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