WEIL FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WEIL FAMILY FOUNDATION (EIN 95-2379787)
- Tax period
- 2013-12-01 to 2014-11-30
- Filed
- 2015-04-12
- IRS object ID
- 201511029349100106
- Schema version
- 2013v4.0
- 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 | 2015-04-12T19:15:41-05:00 | ReturnTs |
| Tax Period End | 2014-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 470900880 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIBRE CPA GROUP PLLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19615 S LAGRANGE RD STE B | AddressLine1 |
| City | MOKENA | City |
| State | IL | State |
| ZIP Code | 60448 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-12-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | ROSE VALLEY | City |
| State | PA | State |
| ZIP Code | 19063 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICAHEL ADESMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6102099887 | PhoneNum |
| Signature | 2015-04-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHARLES DIGIOVANNI | PreparerPersonNm |
| PTIN | P00284901 | PTIN |
| Phone | 3126550037 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,124,141 | 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 | $210,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $837 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $837 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $117,972 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $117,972 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $59,975 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,011,761 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $59,975 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $388,784 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $178,784 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $35 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $35 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $29,351 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $29,351 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $33,386 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,386 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $230,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $230,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $263,986 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,386 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $230,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $124,798 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $145,398 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $1,446,273 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $460,554 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $460,554 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $247,678 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $308,302 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $308,302 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,696,137 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,100,887 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,100,887 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $243,074 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $254,398 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $254,398 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,633,166 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,124,141 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,124,141 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $326,631 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $326,631 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,306,535 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,797,510 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,633,166 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,124,141 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,633,166 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,124,141 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,633,166 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $124,798 | ExcessRevenueOverExpensesAmt |
| Other Increases | $366,177 | OtherIncreasesAmt |
| Subtotal | $6,124,141 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,124,141 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (70 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| ALLEGION PLC SHS | 2013-10-09 | 2013-12-11 | $3,421 | $3,205 | $216 | $216 |
| EXXON MOBIL CORP | 2013-10-09 | 2013-12-19 | $25,188 | $22,398 | $2,790 | $2,790 |
| ELI LILLY & CO | 2013-09-13 | 2013-12-19 | $12,151 | $12,479 | -$328 | -$328 |
| TWENTY-FIRST CENTURY FOX INC CL A | 2013-09-13 | 2013-12-19 | $13,599 | $13,101 | $498 | $498 |
| ANHEAUSER BUSCH INBEV WOR CO | 2014-02-05 | 2014-03-04 | $2,842 | $2,848 | -$6 | -$6 |
| CHEVRON CORP | 2014-02-05 | 2014-03-04 | $8,952 | $8,948 | $4 | $4 |
| DEERE & COMPANY | 2014-02-05 | 2014-03-04 | $7,693 | $7,696 | -$3 | -$3 |
| JP MORGAN CHASE & CO | 2014-02-06 | 2014-09-15 | $7,000 | $7,000 | $0 | $0 |
| VERIZON COMMUNICATIONS | 2014-02-05 | 2014-11-24 | $10,336 | $10,281 | $55 | $55 |
| GENERAL ELECTRIC | 2014-02-06 | 2014-03-04 | $5,043 | $5,039 | $4 | $4 |
| US TREASURY NOTE | 2014-02-05 | 2014-03-04 | $7,078 | $7,073 | $5 | $5 |
| US TREASURY NOTE | 2014-02-05 | 2014-03-04 | $3,115 | $3,114 | $1 | $1 |
| US TREASURY NOTE | 2014-02-05 | 2014-03-04 | $4,125 | $4,123 | $2 | $2 |
| ABBOTT LABS | 2013-10-09 | 2014-07-01 | $17,721 | $15,494 | $2,227 | $2,227 |
| AGILENT TECHNOLOGIES INC. | 2013-09-13 | 2014-05-29 | $6,029 | $5,144 | $885 | $885 |
| AGILENT TECHNOLOGIES INC. | 2013-10-09 | 2014-05-30 | $6,091 | $5,317 | $774 | $774 |
| AGILENT TECHNOLOGIES INC. | 2013-10-09 | 2014-06-02 | $6,117 | $5,404 | $713 | $713 |
| AGILENT TECHNOLOGIES INC. | 2013-11-11 | 2014-06-03 | $6,191 | $5,751 | $440 | $440 |
| AGILENT TECHNOLOGIES INC. | 2014-03-07 | 2014-06-04 | $6,965 | $6,910 | $55 | $55 |
| ABBVIE INC | 2013-11-11 | 2014-05-29 | $23,548 | $20,540 | $3,008 | $3,008 |
| APPLE INC | 2014-03-07 | 2014-08-26 | $22,709 | $16,913 | $5,796 | $5,796 |
| APPLIED MATERIAL INC | 2013-10-09 | 2014-05-29 | $15,694 | $12,876 | $2,818 | $2,818 |
| APPLIED MATERIAL INC | 2013-11-11 | 2014-05-30 | $11,699 | $10,763 | $936 | $936 |
| BORG WARNER INC | 2013-10-09 | 2014-06-25 | $25,227 | $20,319 | $4,908 | $4,908 |
| BOEING COMPANY | 2013-10-09 | 2014-04-08 | $22,263 | $20,356 | $1,907 | $1,907 |
| COGNIZANT TECH SOLUTNS A | 2013-12-19 | 2014-11-04 | $26,408 | $26,746 | -$338 | -$338 |
| CELGENE CORP | 2013-10-09 | 2014-02-26 | $20,622 | $18,858 | $1,764 | $1,764 |
| CHUBB CORP | 2013-10-24 | 2014-09-04 | $17,407 | $17,421 | -$14 | -$14 |
| CISCO SYSTEMS INC | 2013-11-11 | 2014-05-29 | $33,673 | $31,683 | $1,990 | $1,990 |
| COCA COLA COM | 2013-10-09 | 2014-07-01 | $13,856 | $12,642 | $1,214 | $1,214 |
| E.M.C CORPORATION MASS | 2013-09-13 | 2014-07-01 | $10,219 | $10,216 | $3 | $3 |
| GOOGLE INC | 2013-09-13 | 2014-06-17 | $5,448 | $4,448 | $1,000 | $1,000 |
| INTL PAPER CO | 2013-10-09 | 2014-09-24 | $29,296 | $26,824 | $2,472 | $2,472 |
| INGERSOLL RAND PLC | 2014-04-07 | 2014-04-16 | $19,292 | $17,838 | $1,454 | $1,454 |
| JOHNSON AND JOHNSON | 2013-09-13 | 2014-05-29 | $20,075 | $18,071 | $2,004 | $2,004 |
| ELI LILLY & CO | 2013-11-11 | 2014-07-01 | $21,628 | $17,718 | $3,910 | $3,910 |
| MARATHON OIL CORP | 2014-02-05 | 2014-04-16 | $19,007 | $18,331 | $676 | $676 |
| MERCK AND CO INC | 2013-09-13 | 2014-02-07 | $11,899 | $10,446 | $1,453 | $1,453 |
| MEDTRONIC INC | 2013-11-11 | 2014-10-21 | $12,806 | $11,540 | $1,266 | $1,266 |
| MYLAN INC | 2014-04-23 | 2014-10-03 | $31,011 | $32,213 | -$1,202 | -$1,202 |
| NETAPP INC | 2013-11-11 | 2014-07-01 | $19,582 | $21,857 | -$2,275 | -$2,275 |
| TWENTY-FIRST CENTURY FOX INC CL A | 2013-11-11 | 2014-04-16 | $28,336 | $29,106 | -$770 | -$770 |
| ORACLE CORP | 2013-11-11 | 2014-07-01 | $23,980 | $20,607 | $3,373 | $3,373 |
| PFIZER INC | 2014-03-07 | 2014-10-21 | $17,811 | $19,631 | -$1,820 | -$1,820 |
| PROCTER & GAMBLE CO | 2013-10-09 | 2014-02-20 | $10,980 | $11,115 | -$135 | -$135 |
| ROSS STORES INC | 2013-09-13 | 2014-04-23 | $11,173 | $11,468 | -$295 | -$295 |
| SALIX PHRMCTCLS LTD | 2014-05-29 | 2014-08-21 | $24,976 | $18,415 | $6,561 | $6,561 |
| SYMANTEC CORP | 2013-11-11 | 2014-09-15 | $10,132 | $9,643 | $489 | $489 |
| TERADATA CORP | 2013-09-13 | 2014-02-27 | $16,183 | $17,919 | -$1,736 | -$1,736 |
| TERADYNE INC | 2013-10-09 | 2014-01-09 | $6,464 | $5,789 | $675 | $675 |
| TE CONNECTIVITY LTD | 2013-10-09 | 2014-09-24 | $15,778 | $13,941 | $1,837 | $1,837 |
| UNITED CONTL HLDGS INC | 2013-10-09 | 2014-04-07 | $15,681 | $10,980 | $4,701 | $4,701 |
| VERISIGN INC | 2014-03-14 | 2014-07-01 | $28,412 | $30,212 | -$1,800 | -$1,800 |
| VERITIV CORP | 2013-11-11 | 2014-07-10 | $250 | $233 | $17 | $17 |
| WHIRLPOOL CORP | 2014-03-04 | 2014-07-25 | $19,362 | $19,342 | $20 | $20 |
| YAHOO INC | 2014-01-21 | 2014-05-29 | $16,417 | $18,091 | -$1,674 | -$1,674 |
| ANHEAUSER BUSCH INBEV WOR CO | 2013-09-13 | 2014-03-04 | $10,424 | $9,982 | $442 | $442 |
| CHEVRON CORP | 2013-09-13 | 2014-03-04 | $19,893 | $19,484 | $409 | $409 |
| DEERE & COMPANY | 2013-09-13 | 2014-03-04 | $20,194 | $19,442 | $752 | $752 |
| GENERAL ELECTRIC | 2013-09-13 | 2014-03-04 | $10,087 | $9,961 | $126 | $126 |
| US TREASURY NOTE | 2013-09-13 | 2014-03-04 | $16,179 | $16,017 | $162 | $162 |
| US TREASURY NOTE | 2013-09-13 | 2014-03-04 | $10,384 | $10,206 | $178 | $178 |
| US TREASURY NOTE | 2013-09-13 | 2014-03-04 | $11,343 | $11,194 | $149 | $149 |
| BIOGEN IDEC INC | 2013-09-13 | 2014-10-13 | $9,703 | $7,393 | $2,310 | $2,310 |
| MEDTRONIC INC | 2013-10-09 | 2014-10-21 | $12,936 | $10,586 | $2,350 | $2,350 |
| PFIZER INC | 2013-09-13 | 2014-10-21 | $6,164 | $6,205 | -$41 | -$41 |
| SYMANTEC CORP | 2013-09-13 | 2014-09-15 | $3,667 | $3,792 | -$125 | -$125 |
| TE CONNECTIVITY LTD | 2013-09-13 | 2014-09-23 | $4,188 | $3,716 | $472 | $472 |
| JP MORGAN CHASE & CO | 2013-09-13 | 2014-09-15 | $18,000 | $18,000 | $0 | $0 |
| VERIZON COMMUNICATIONS | 2013-09-13 | 2014-11-24 | $19,638 | $19,372 | $266 | $266 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $59,975 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $269,004 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,988,289 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053927 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $244,056 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,225,245 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.075671 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $51,790 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,238,623 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.041813 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $37,504 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,071,746 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.034993 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $62,727 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $867,600 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.072299 | DistributionYr5Rt |
| Total Distribution | 0.278703 | TotalDistributionRt |
| Average Distribution | 0.055741 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,787,117 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $322,580 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,454 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $324,034 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $230,600 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,908 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,908 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,908 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $9 | EsPenaltyAmt |
| Tax Due | $2,917 | TaxDueAmt |
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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | 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 | MICHAEL ADESMAN | IndividualWithBooksNm |
| Phone | 6102099887 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 WOODWARD ROAD | AddressLine1 |
| City | ROSE VALLEY | City |
| State | PA | State |
| ZIP Code | 19063 | ZIPCode |
| 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2010 | UndistributedIncomePY1Yr |
| Undistributed Income PY2 | 2006 | UndistributedIncomePY2Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | 5.00 | $0 | $0 | $0 |
| CAROL WEIL | ||||||||
| 7417 HELMSDALE ROAD | BETHESDA | MD | 20817 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| SUSAN WEIL | ||||||||
| 400 WOODWARD ROAD | ROSE VALLEY | PA | 19063 | SECRETARY | 0.00 | $0 | $0 | $0 |
| MARIANNE WEIL | ||||||||
| 1001 LINDENWOOD | LOS ANGELES | CA | 90049 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| DIANNE GREENSTEIN | ||||||||
| 104 CORTE BELLA | PALM DESERT | CA | 92260 | TREASURER | 4.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ALL GRANTS & DISTRIBUTIONS ARE MADE TO PUBLIC NON-PROFIT RESEARCH & CHARITABLE ORGANIZATIONS TO ENABLE THEM TO PERFORM RESEARCH & CHARITABLE FUNCTIONS. | Description1Txt |
| Expenses1 | $230,600 | Expenses1Amt |
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 | $5,139,884 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $735,362 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,875,246 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,875,246 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $88,129 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,787,117 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $289,356 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $289,356 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,908 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,908 | TotalTaxAmt |
| Distributable Before Adj | $286,448 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $286,448 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $286,448 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $230,600 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $230,600 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $230,600 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $286,448 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $19,671 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $83,902 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $20,017 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $123,590 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $230,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $230,600 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $55,848 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $55,848 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $67,742 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $67,742 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $47,725 | ExcessFromYear2Amt |
| Excess From Year1 | $20,017 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| WEIL INSTITUTE OF CRITICAL CARE MEDICINE | |||||
| 35100 BOB HOPE DRIVE | RANCHO MIRAGE | CA | 92270 | CHARITABLE | $200,000 |
| CONGREGATION OHEV SHALOM | |||||
| 2 CHESTER RD | WALLINGFORD | PA | 19086 | CHARITABLECHARITABLE | $600 |
| CROZER-CHESTER FOUNDATION | |||||
| ONE MEDICAL CTR BLVD | UPLAND | PA | 190133995 | CHARITABLE | $25,000 |
| THE PLATO SOCIETY OF LOS ANGELES | |||||
| 1083 GAYLEY AVE 2ND FL | LOS ANGELES | CA | 90024 | CHARITABLE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $230,600 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $837 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $117,972 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59,975 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $178,784 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $178,784 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 13 | LineNumberTxt |
| Relationship Statement | ALL FUNDS ENABLE THE FOUNDATION TO MAKE GRANTS AND DISTRIBUTIONS TO PUBLIC NON-PROFIT RESEARCH AND CHARITABLE ORGANIZATIONS. | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| MARIANNE WEIL | ||||||
| 1 | 1001 LINDENWOOD DRIVE | LOS ANGELES | CA | 90049 | $200,000 | Yes (X) |
| MICHAEL ADESMAN | ||||||
| 2 | 400 WOODWARD DRIVE | ROSE VALLEY | PA | 19063 | $10,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CALIBRE CPA | CategoryTxt |
| Amt | $4,000 | Amt |
| Net Investment Income | $4,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (10 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JP MORGAN CHASE & CO | $31,815 | $31,815 |
| CREDIT SUISSE FB USA INC | $22,117 | $22,117 |
| GOLDMAN SACHS GROUP INC | $31,482 | $31,482 |
| WELLS FARGO | $16,019 | $16,019 |
| AT & T INC | $28,937 | $28,937 |
| WELLS FARGO | $15,132 | $15,132 |
| CISCO SYSTEMS INC | $30,249 | $30,249 |
| SHELL INTERNATIONAL FIN | $30,930 | $30,930 |
| CITIGROUP INC | $17,491 | $17,491 |
| APPLE INC | $30,226 | $30,226 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (81 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALBEMARLE | $104,407 | $104,407 |
| ALLIANT TECHSYSTEMS | $40,182 | $40,182 |
| AMERICAN EXPRESS | $7,571 | $7,571 |
| AMERICAN INTERNATIONAL GROUP | $720 | $720 |
| AMERICAN INTERNATIONAL WTS | $143 | $143 |
| AMERICAN STATES WATER CO | $122,626 | $122,626 |
| BANK OF AMERICA | $19,569 | $19,569 |
| BARNES GROUP | $89,249 | $89,249 |
| BOEING CORP | $84,899 | $84,899 |
| CAMPBELL SOUP | $85,591 | $85,591 |
| CENTURY LINK | $18,246 | $18,246 |
| CHUBB GROUP | $61,357 | $61,357 |
| DOMINION RESERVE INC | $128,516 | $128,516 |
| EXXON | $102,980 | $102,980 |
| FEDEX CORP | $96,396 | $96,396 |
| GENERAL ELECTRIC | $12,259 | $12,259 |
| HEWLETT PACKARD | $39,060 | $39,060 |
| INTUITIVE SURGICAL INC | $106,142 | $106,142 |
| JC PENNEY | $2,362 | $2,362 |
| JOHNSON & JOHNSON | $114,662 | $114,662 |
| KIMBERLY CLARK | $415,174 | $415,174 |
| MARATHON OIL | $9,773 | $9,773 |
| MARATHON PETROLEUM CORP | $14,174 | $14,174 |
| NESTLE SA REP RG | $64,482 | $64,482 |
| TESCO PLC | $18,837 | $18,837 |
| WELLS FARGO | $60,349 | $60,349 |
| AMGEN INC COM PV | $70,587 | $70,587 |
| APPLE INC | $129,752 | $129,752 |
| BIOGEN IDEC INC | $34,461 | $34,461 |
| BOEING COMPANY | $19,482 | $19,482 |
| CIGNA CORP | $38,172 | $38,172 |
| CITIGROUP INC | $38,858 | $38,858 |
| COMCAST CORP NEW CL A | $73,639 | $73,639 |
| DELTA AIR LINES | $23,335 | $23,335 |
| DISCOVER FINL SVCS | $52,047 | $52,047 |
| DOW CHEMICAL CO | $28,569 | $28,569 |
| E M C CORPORATION MASS | $36,268 | $36,268 |
| FACEBOOK INC | $63,869 | $63,869 |
| GOOGLE INC CL A | $94,974 | $94,974 |
| HALLIBURTON COMPANY | $29,076 | $29,076 |
| MARATHON OIL CORP | $20,270 | $20,270 |
| MASTERCARD INC | $69,221 | $69,221 |
| MERCK AND CO INC SHS | $36,904 | $36,904 |
| MICROSOFT CORP | $62,057 | $62,057 |
| OCEANEERING INTL INC | $14,423 | $14,423 |
| ORACLE CORP | $36,473 | $36,473 |
| PBF ENERGY INC CL A | $10,908 | $10,908 |
| PFIZER INC | $20,777 | $20,777 |
| PPG INDUSTRIES INC SHS | $53,830 | $53,830 |
| ROSS STORES INC COM | $28,176 | $28,176 |
| SCHLUMBERGER LTD | $48,390 | $48,390 |
| SUNCOR ENERGY INC | $27,231 | $27,231 |
| TJX COS INC | $37,777 | $37,777 |
| TYCO INTL LTD | $12,227 | $12,227 |
| UNITED CONTL HLDGS INC | $30,431 | $30,431 |
| US BANCORP | $57,416 | $57,416 |
| 3M COMPANY | $66,117 | $66,117 |
| ISHARES MSCI EAFE | $381,892 | $381,892 |
| ISHARES IBOXX HIGH YEL | $191,464 | $191,464 |
| ISHARES JP MORGAN EM BON | $192,436 | $192,436 |
| ISHARES TR RUSSELL 2000 | $203,857 | $203,857 |
| ISHARES INC CORE MSCI | $188,567 | $188,567 |
| HALYARD HEALTH INC | $17,447 | $17,447 |
| ALLIANCE DATA SYS CORP | $26,586 | $26,586 |
| DR PEPPER SNAPPLE GROUP | $25,160 | $25,160 |
| HOME DEPOT | $38,368 | $38,368 |
| LAS VEGAS SANDS | $21,909 | $21,909 |
| LOWE'S COMPANY | $63,511 | $63,511 |
| MCKESSON CORPORATION | $28,031 | $28,031 |
| MICRON TECHNOLOGY | $52,487 | $52,487 |
| NORFOLK SOUTHERN CORP | $20,318 | $20,318 |
| PARKER HANNIFIN CORP | $21,161 | $21,161 |
| QUALCOMM INC | $42,646 | $42,646 |
| ROCKWELL COLLINS | $20,356 | $20,356 |
| SANDISK CORP | $28,348 | $28,348 |
| TEVA PHARMACTCL INDS ADR | $41,253 | $41,253 |
| THE PRICELINE GROUP | $38,286 | $38,286 |
| UNION PACIFIC CORP | $44,139 | $44,139 |
| UNIVERSAL HEALTH SVCS B | $27,201 | $27,201 |
| WSTN DIGITAL CORP | $42,754 | $42,754 |
| BLACKROCK STRATEGIC | $157,267 | $157,267 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $308,302 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $308,302 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $422 | $422 | $0 |
| FINANCIAL MANAGEMENT FEE | $28,929 | $28,929 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN ON SECURITIES HELD | Description |
| Amount | $366,177 | Amount |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FRANCHISE BOARD | CategoryTxt |
| Amt | $35 | Amt |
| Net Investment Income | $35 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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