THE WEIL FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
THE WEIL FOUNDATION (EIN 86-1049023)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-10-01
IRS object ID
201812749349100516
Schema version
2017v2.3
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)
Return2018-10-01T17:13:42-07:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN364538293PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LUDWIG KLEWER & CO 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 Begin2017-01-01TaxPeriodBeginDt

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
Signature2018-09-24SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJULIE S KLEWER CPAPreparerPersonNm
PTINP00343046PTIN
Phone5205450500PhoneNum
Preparation2018-09-24PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$541,247FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$551,100ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$366InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$366InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$366InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$551,466TotalRevAndExpnssAmt
Total Net Invst Incm$366TotalNetInvstIncmAmt
Total Adj Net Incm$366TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$49,635CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$4,505AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$4,505AccountingFeesChrtblPrpsAmt
Printing And Pub Rev And Expnss$450PrintingAndPubRevAndExpnssAmt
Printing And Pub Adj Net Incm$450PrintingAndPubAdjNetIncmAmt
Other Expenses Rev And Expnss$4,154OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$4,154OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$58,744TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$450TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,659TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$250,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$250,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$308,744TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$450TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$258,659TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$242,722ExcessRevenueOverExpensesAmt
Net Investment Income$366NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$19,775CashBOYAmt
Cash EOY$20,000CashEOYAmt
Cash EOYFMV$20,000CashEOYFMVAmt
Sav And Temp Cash Invst BOY$278,750SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$521,247SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$521,247SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$298,525TotalAssetsBOYAmt
Total Assets EOY$541,247TotalAssetsEOYAmt
Total Assets EOYFMV$541,247TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$298,525UnrestrictedBOYAmt
Unrestricted EOY$541,247UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$298,525TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$541,247TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$298,525TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$541,247TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$298,525TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$242,722ExcessRevenueOverExpensesAmt
Subtotal$541,247SubtotalAmt
Tot Net Ast Or Fund Balances EOY$541,247TotNetAstOrFundBalancesEOYAmt

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$7InvestmentIncomeExciseTaxAmt
Subtotal$7SubtotalAmt
Tax Based On Investment Income$7TaxBasedOnInvestmentIncomeAmt
Tax Due$7TaxDueAmt

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

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
1545 DIVISADERO STREET 4TH FLOORSAN FRANCISCOCA94115DIRECTOR0.25$0$0$0
RICHARD BAXTER
4975 N LA LOMITATUCSONAZ85718SECRETARY/TR0.25$0$0$0
JANET LANG
10776 WILSHIRE BLVD NO 1702LOS ANGELESCA90024DIRECTOR0.25$0$0$0
HUMBERTO LOPEZ
3901 E BROADWAYTUCSONAZ85711DIRECTOR0.25$0$0$0
DR ANDREW WEIL
7650 E BROADWAY BOULEVARD STE 310TUCSONAZ85710CHAIRMAN1.00$0$0$0
JAMES DALEN MD
13500 N RANCHO VISTOSO BLVD 45TUCSONAZ85755EXECUTIVE DI4.00$48,000$0$0
DARIA MYERS
425 E 58TH STREET APT 17ENEW YORKNY10022DIRECTOR0.25$0$0$0
ROBERT SARVER
5710 N YUCCAPARADISE VALLEYAZ85253DIRECTOR0.25$0$0$0
ADELE SIMMONS
2440 N LAKEVIEW AVENUE APT 15ACHICAGOIL60614DIRECTOR0.25$0$0$0
NANCY OLMSTEAD
7650 E BROADWAY BOULEVARD STE 310TUCSONAZ85710RECORDING SE2.00$1,635$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$132,904AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$132,904TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$132,904AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,994CashDeemedCharitableAmt
Net Vl Noncharitable Assets$130,910NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,546MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,546MinimumInvestmentReturnAmt
Tax Based On Investment Income$7TaxBasedOnInvestmentIncomeAmt
Total Tax$7TotalTaxAmt
Distributable Before Adj$6,539DistributableBeforeAdjAmt
Distributable Before Ded$6,539DistributableBeforeDedAmt
Distributable As Adjusted$6,539DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$258,659ExpensesAndContributionsAmt
Qualifying Distributions$258,659QualifyingDistributionsAmt
Adjusted Qualifying Distri$258,659AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,539DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$420,533ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$245,862ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$545,300ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$617,903ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$591,962ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,421,560TotalExcessDistributionCyovAmt
Qualifying Distributions$258,659QualifyingDistributionsAmt
Applied To Current Year$6,539AppliedToCurrentYearAmt
Remaining Distri From Corpus$252,120RemainingDistriFromCorpusAmt
Total Corpus$2,673,680TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$420,533ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,253,147ExcessDistriCyovToNextYrAmt
Excess From Year4$245,862ExcessFromYear4Amt
Excess From Year3$545,300ExcessFromYear3Amt
Excess From Year2$617,903ExcessFromYear2Amt
Excess From Year1$591,962ExcessFromYear1Amt
Excess From Current Year$252,120ExcessFromCurrentYearAmt

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 (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtBusiness Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCd
UNIV OF AZ FDN - AZ CIM
1111 N CHERRY AVETUCSONAZ85721N/A501C3RESEARCH AND EDUCATION$125,000
UNM HEALTH SCIENCE CENTER
1 UNIVERSITY OF NMALBUQUERQUENM87131N/A501C3EDUCATION$10,000SIMPLE CONFERENCE
SOCIETY FOR INTEGRATIVE ONCOLOGY
136 EVERETT RDALBANYNY12205N/A501C3EDUCATION$15,000
THE TRUSTEES COLUMBIA UNIVERSITY
PO BOX 29789NEW YORKNY10087N/A501C3EDUCATION$15,000PED IMR
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
KINDERKRANKENHAUS ST MARIEN
N/A501C3EDUCATION$15,000GRILLPARZERSTR 9LANDSHUTGM
CENTER FOR SPRITUALITY & HEALING
420 DELAWARE ST SEMINNEAPOLISMN55455N/A501C3EDUCATION$10,000UNIVERSITY OF MINNESOTA
CENTER FOR WELLNESS LEADERSHIP
770 CONGRESS STPORTLANDME04102N/A501C3EDUCATION$5,000
KECK SCHOOL OF MEDICINE OF USC
1975 ZONAL AVELOS ANGELESCA90033N/A501C3EDUCATION$5,000
INOVA HEALTH CARE SERVICES
8110 GATEHOUSE RDFALLS CHURCHVA22042N/A501C3EDUCATION$5,000
PONCE MEDICAL SCHOOL FOUNDATION
388 ZONA INDUSTRIALPONCEPR00716N/A501C3EDUCATION$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$250,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$366ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$366ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$366TotalIncomeProducingActyAmt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
DR ANDREW WEIL
17650 E BROADWAY BLVD STE 310TUCSONAZ85710$500,000Yes (X)
VIONIC LLC
24040 CIVIC CENTER DRIVE SUITE 430SAN RAFAELCA94903$50,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,505Amt
Disbursements Charitable Prps$4,505DisbursementsCharitablePrpsAmt

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$806$806
SUPPLIES$300$300
POSTAGE AND DELIVERY$198$198

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