THE WEIL FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
THE WEIL FOUNDATION (EIN 86-1049023)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-05
IRS object ID
202513099349101006
Schema version
2024v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-05T09:36:13-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

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)
PersonANDREW WEIL MDPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone5206477865PhoneNum
Signature2025-10-30SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJULIE S KLEWER CPAPreparerPersonNm
PTINP00343046PTIN
Phone5205450500PhoneNum
Preparation2025-11-04PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,316,891FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$499,490ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$21,000InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$21,000InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$21,000InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$928DividendsRevAndExpnssAmt
Dividends Net Invst Incm$928DividendsNetInvstIncmAmt
Dividends Adj Net Incm$928DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$8,253NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$597,469GrossSalesPriceAmt
Total Rev And Expnss$513,165TotalRevAndExpnssAmt
Total Net Invst Incm$21,928TotalNetInvstIncmAmt
Total Adj Net Incm$21,928TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$36,000CompOfcrDirTrstRevAndExpnssAmt
Oth Empl Slrs Wgs Rev And Expnss$25,811OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$25,811OthEmplSlrsWgsDsbrsChrtblAmt
Legal Fees Rev And Expnss$98LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$6,720AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$6,720AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$5,792OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$5,747OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$74,421TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$38,278TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$747,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$747,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$821,921TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$785,778TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$308,756ExcessRevenueOverExpensesAmt
Net Investment Income$21,928NetInvestmentIncomeAmt
Adjusted Net Income$21,928AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$37,995CashBOYAmt
Cash EOY$56,225CashEOYAmt
Cash EOYFMV$56,225CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,257,820SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,258,821SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,258,821SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$328,915CorporateStockBOYAmt
Corporate Stock EOY$1,845CorporateStockEOYAmt
Corporate Stock EOYFMV$1,845CorporateStockEOYFMVAmt
Total Assets BOY$1,624,730TotalAssetsBOYAmt
Total Assets EOY$1,316,891TotalAssetsEOYAmt
Total Assets EOYFMV$1,316,891TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,624,730NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,316,891NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,624,730TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,316,891TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,624,730TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,316,891TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,624,730TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$308,756ExcessRevenueOverExpensesAmt
Other Increases$917OtherIncreasesAmt
Subtotal$1,316,891SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,316,891TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySALE OF DONATED SECURITIESPropertyDesc
How AcquiredDHowAcquiredCd
Acquired2023-12-04AcquiredDt
Sold2024-01-04SoldDt
Gross Sales Price$597,469GrossSalesPriceAmt
Cost Or Other Basis$605,722CostOrOtherBasisAmt
Gain Or Loss-$8,253GainOrLossAmt
Gains Minus Excess Or Losses-$8,253GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$8,253CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$305InvestmentIncomeExciseTaxAmt
Subtotal$305SubtotalAmt
Tax Based On Investment Income$305TaxBasedOnInvestmentIncomeAmt
Tax Due$305TaxDueAmt

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 WEIL 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 (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DONALD ABRAMS MSD
PO BOX 13006TUCSONAZ85732EXECUTIVE DI0.50$36,000$0$0
RICHARD BAXTER
PO BOX 13006TUCSONAZ85732SECRETARY/TR0.25$0$0$0
DIANA WEIL
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
ADELE SIMMONS
PO BOX 13006TUCSONAZ85732DIRECTOR0.25$0$0$0
ANDREW WEIL MD
PO BOX 13006TUCSONAZ85732CHAIRMAN0.25$0$0$0
TARA DEMARCO
PO BOX 13006TUCSONAZ85732DIRECTOR0.25$0$0$0
TARA LEMMEY
PO BOX 13006TUCSONAZ85732DIRECTOR0.25$0$0$0
PAUL STAMETS
PO BOX 13006TUCSONAZ85732DIRECTOR0.25$0$0$0
ELLIOTT DONNELLEY
PO BOX 13006TUCSONAZ85732DIRECTOR0.25$0$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$1,608AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,192,383AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,193,991TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,193,991AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$17,910CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,176,081NetVlNoncharitableAssetsAmt
Minimum Investment Return$58,804MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$58,804MinimumInvestmentReturnAmt
Tax Based On Investment Income$305TaxBasedOnInvestmentIncomeAmt
Total Tax$305TotalTaxAmt
Distributable Before Adj$58,499DistributableBeforeAdjAmt
Distributable Before Ded$58,499DistributableBeforeDedAmt
Distributable As Adjusted$58,499DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$785,778ExpensesAndContributionsAmt
Qualifying Distributions$785,778QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$58,499DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$475,950ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$753,265ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$888,321ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,747,197ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,223,359ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$5,088,092TotalExcessDistributionCyovAmt
Qualifying Distributions$785,778QualifyingDistributionsAmt
Applied To Current Year$58,499AppliedToCurrentYearAmt
Remaining Distri From Corpus$727,279RemainingDistriFromCorpusAmt
Total Corpus$5,815,371TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$475,950ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$5,339,421ExcessDistriCyovToNextYrAmt
Excess From Year4$753,265ExcessFromYear4Amt
Excess From Year3$888,321ExcessFromYear3Amt
Excess From Year2$1,747,197ExcessFromYear2Amt
Excess From Year1$1,223,359ExcessFromYear1Amt
Excess From Current Year$727,279ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCHRISTINE WILLETTRecipientPersonNm

Recipient US Address RecipientUSAddress

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
UNIVERSITY OF ARIZONA FNDN - AWCIM
1111 N CHERRY AVETUCSONAZ85721N/A501C3EDUCATION$553,000
THE TRUSTEES OF COLOMBIA UNIVERSITY
535 WEST 116TH STREETNEW YORKNY10027N/A501C3EDUCATION$40,000
UNIVERSIDADE EDUARDO MONDIANE
MAPUTOMOZAMBIQUEAZ85732N/AGOVEDUCATION$28,500
WEILL MEDICAL COLLEGE OF CORNELL
1300 YORK AVENEW YORKNY10065N/A501C3EDUCATION$25,000
INTEGRATIVE CENTER FOR GROUP MED
360 MERRIMACK STREETLAWRENCEMA01843N/A501C3EDUCATION$20,000
ZUCKER SCHOOL OF MEDICINE HOFSTRA
128 HOFFSTRA UNIVERSITYHEMPSTEADNY11549N/A501C3EDUCATION$20,000PHILLIPS HALL RM 100
OSHER CT FOR INTEGRATIVE HEALTH UW
DRAWER 538MILWAUKEEWI532780538N/A501C3EDUCATION$20,000
HARVARD MEDICAL SCHOOL
401 PARK DRIVEBOSTONMA02215N/A501C3EDUCATION$20,000SUITE 505
MEMORIAL FOUNDATION INC
3329 JOHNSON STHOLLYWOODFL33021N/A501C3EDUCATION$8,500
UCSD PEDIATRICS PREVENTIVE & FAMILY
7960 BIRMINGHAM DRIVESAN DIEGOCA92123N/A501C3EDUCATION$7,500OFFICE 2107
FOOD AS MEDICINE GLOBAL
PO BOX 1153VASHONWA98070N/A501C3EDUCATION$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$747,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$21,000ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$928ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$8,253RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$21,928ExclusionAmt
Related Or Exempt Function Incm-$8,253RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$13,675TotalIncomeProducingActyAmt

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 Line12200 E RIVER RD STE 111AddressLine1Txt
CityTUCSONCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85718ZIPCd
FieldValueIRS element (for citing)
Total Contributions$497,990TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertySECURITIES DONATEDNoncashPropertyDesc
Fair Market Value$497,990FairMarketValueAmt
Received2024-12-20ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$6,720Amt
Disbursements Charitable Prps$6,720DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWAB STOCKSStockNm
EOY Book Value$1,845EOYBookValueAmt
EOYFMV$1,845EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$98LegalFeesAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
INSURANCE$2,600$2,600
SUPPLIES$1,410$722
DUES AND SUBSCRIPTIONS$913$913
MISCELLANEOUS$505$459
POSTAGE AND DELIVERY$364$1,053

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINS ON INVESTMENTSDesc
Amt$917Amt

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