THE WEIL FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE WEIL FOUNDATION (EIN 86-1049023)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-06-03
- IRS object ID
- 201411549349100401
- Schema version
- 2013v3.1
- 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
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-06-03T13:18:35-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUDWIG KLEWER & CO PLLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4783 E CAMP LOWELL DR | AddressLine1 |
| City | TUCSON | City |
| State | AZ | State |
| ZIP Code | 85712 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 861049023 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WEIL FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEIL | BusinessNameControlTxt |
| Phone | 5206477865 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 13006 | AddressLine1 |
| City | TUCSON | City |
| State | AZ | State |
| ZIP Code | 85732 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR ANDREW WEIL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5206477865 | PhoneNum |
| Signature | 2014-05-22 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRIS WM LUDWIG CPA | PreparerPersonNm |
| PTIN | P00539132 | PTIN |
| Phone | 5205450500 | PhoneNum |
| Preparation | 2014-06-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $714,188 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $652,687 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,236 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,236 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,236 | InterestOnSavingsAdjNetIncmAmt |
| Total Rev And Expnss | $653,923 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,236 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,236 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $3,800 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $50,560 | OtherProfFeesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $1,912 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $3,637 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $59,909 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $291,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $291,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $350,909 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $291,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $303,014 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,236 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,236 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $20,000 | CashBOYAmt |
| Cash EOY | $44,620 | CashEOYAmt |
| Cash EOYFMV | $44,620 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $634,418 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $87,701 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $87,701 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments EOY | $581,867 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $581,867 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $654,418 | TotalAssetsBOYAmt |
| Total Assets EOY | $714,188 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $714,188 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $250,000 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $250,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $404,418 | UnrestrictedBOYAmt |
| Unrestricted EOY | $714,188 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $404,418 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $714,188 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $654,418 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $714,188 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $404,418 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $303,014 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,756 | OtherIncreasesAmt |
| Subtotal | $714,188 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $714,188 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (true) | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $25 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $25 | SubtotalAmt |
| Tax Based On Investment Income | $25 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $25 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.WEILFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 5206477865 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 13006 | AddressLine1 |
| City | TUCSON | City |
| State | AZ | State |
| ZIP Code | 85732 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|
| DR ANDREW WEIL | ||||||||
| 1670 N KOLB RD SUITE 240 | TUCSON | AZ | 85715 | CHAIRMAN | 0.25 | $0 | $0 | $0 |
| JAMES DALEN MD | ||||||||
| 5305 N VIA VELAZQUEZ | TUCSON | AZ | 85750 | EXECUTIVE DI | 20.00 | $0 | $0 | $0 |
| RICHARD BAXTER | ||||||||
| 4975 N LA LOMITA | TUCSON | AZ | 85718 | SECRETARY/TR | 0.25 | $0 | $0 | $0 |
| HUMBERTO LOPEZ | ||||||||
| 3901 E BROADWAY | TUCSON | AZ | 85711 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| ROBERT SARVER | ||||||||
| 5710 N YUCCA | PARADISE VALLEY | AZ | 85253 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| DONALD ABRAMS MD | ||||||||
| 1545 DIVISADERO ST 4TH FL | SAN FRANCISCO | CA | 94110 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| DARIA MYERS | ||||||||
| 767 FIFTH AVE SUITE 4200 | NEW YORK | NY | 10153 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| ADELE SIMMONS | ||||||||
| 2440 N LAKEVIEW AVE APT 15A | CHICAGO | IL | 60614 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| NANCY OLMSTEAD | ||||||||
| 1670 N KOLB RD SUITE 240 | TUCSON | AZ | 85715 | RECORDING SE | 20.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $50,391 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $284,753 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $581,867 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $917,011 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $917,011 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,755 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $903,256 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $45,163 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $45,163 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $25 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $25 | TotalTaxAmt |
| Distributable Before Adj | $45,138 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $45,138 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $45,138 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $291,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $291,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $291,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $45,138 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $604,285 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $393,782 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $613,129 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $420,533 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,031,729 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $291,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $45,138 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $245,862 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,277,591 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $604,285 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,673,306 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $393,782 | ExcessFromYear3Amt |
| Excess From Year2 | $613,129 | ExcessFromYear2Amt |
| Excess From Year1 | $420,533 | ExcessFromYear1Amt |
| Excess From Current Year | $245,862 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | NANCY OLMSTEAD | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O THE WEIL FOUNDATION | AddressLine1 |
| Address Line2 | P O BOX 13006 | AddressLine2 |
| City | TUCSON | City |
| State | AZ | State |
| ZIP Code | 85732 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5206477865 | RecipientPhoneNum |
| Recipient Email Address | WWW.WEILFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICATION FORM WITH GRANT INFORMATION AND BUDGET. | FormAndInfoAndMaterialsTxt |
| Restrictions On Awards | NON-PROFIT HEALTH OR EDUCATIONAL ORGANIZATIONS THAT FIT THE MISSION AND STRATEGIC FOCUS MAY APPLY. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|
| ALLIANCE FDN FOR COMMUNITY HEAKTHT | |||||||||
| FAMILY MEDICINE RESIDENCY | 1493 CAMBRIDGE ST | CAMBRIDGE | MA | 02139 | N/A | 501C3 | RESEARCH AND EDUCATION | $20,000 | |
| CONSORTIUM OF ACADEMIC HEALTH CENTE | |||||||||
| INTEGRATIVE MEDICINE (CAHCIM) | 420 DELEWARE ST SE | MINNEAPOLIS | MN | 55455 | N/A | 501C3 | RESEARCH AND EDUCATION | $50,000 | |
| MEMORIAL HEALTH UNIV MEDICAL CEN | |||||||||
| FAMILY MEDICINE RESIDENCY | 4700 WATERS AVE | SAVANNAH | GA | 31404 | N/A | 501C3 | RESEARCH AND EDUCATION | $15,000 | |
| SOCIETY FOR INTEGRATIVE ONCOLOGY | |||||||||
| INTEGRATIVE MEDICINE CONFERENCE | 433 HACKENSACK AVENUE | HACKENSACK | NJ | 07601 | N/A | 501C3 | EDUCATION | $5,000 | |
| UNIV OF AZ FDNAZ CTR FOR INTEGRATI | |||||||||
| INTEGRATIVE MEDICINE RESIDENCY | 1111 N CHERRY AVE | TUCSON | AZ | 85721 | N/A | 501C3 | RESEARCH AND EDUCATION | $10,000 | |
| UNIV OF MED & DENT OF NJDEPT FA | |||||||||
| INTEGRATIVE MEDICINE FACULTY TRAINING | 65 BERGEN ST RM 1328 | UNIVERSITY HEIGHTS NEW | NJ | 07107 | N/A | 501C3 | RESEARCH AND EDUCATION | $15,000 | |
| UNM HEALTH SCIENCE CENTER | |||||||||
| INTERNAL MEDICINE RESIDENCY | 1 UNIV OF NEW MEXICO | ALBUQUERQUE | NM | 87131 | N/A | 501C3 | RESEARCH AND EDUCATION | $20,000 | |
| UNIV OF CALIF-SAN DIEGO | |||||||||
| PROGRAM IN INTEGRATIVE MEDICINE | 9500 GILLMAN DR | LA JOLLA | CA | 92093 | N/A | 501C3 | RESEARCH AND EDUCATION | $15,000 | |
| ICC-CIM | |||||||||
| INTEGRATIVE MEDICINE CONFERENCE | 520 SW YAMHILL 430 | PORTLAND | OR | 97204 | N/A | 501C3 | EDUCATION | $5,000 | |
| MOUNT SINAI MEDICAL CENTER | |||||||||
| INTERNAL MEDICINE RESIDENCY | 4300 ALTON RD | MIAMI BEACH | FL | 33140 | N/A | 501C3 | RESEARCH AND EDUCATION | $30,000 | |
| SCRIPPS HEALTH | |||||||||
| INTEGRATIVE & HOLISTIC NURSING | 11025 N TORREY PINES | LA JOLLA | CA | 92037 | N/A | 501C3 | RESEARCH AND EDUCATION | $5,000 | |
| TEXAS TECH UNIV HEALTH SCI CTR | |||||||||
| FAMILY MEDICINE RESIDENCY | TTU HEALTH SCIENCE | LUBBOCK | TX | 79430 | N/A | 501CS | RESEARCH AND EDUCATION | $30,000 | 2500 BROADWAY ST |
| UNIV OF NORTH DAKOTA | |||||||||
| UND CENTER FOR FAMILY MEDICINE | UND COLL OF MED | MINOT | ND | 58701 | N/A | 501C3 | RESEARCH AND EDUCATION | $10,000 | 1201 11TH AVE SW |
| HENNEPIN CO MED CTR DEPT OF FAM | |||||||||
| FAMILY MEDICINE RESIDENCY | 701 PARK AVENUE | MINNEAPOLIS | MN | 55415 | N/A | 501C3 | RESEARCH AND EDUCATION | $10,000 | |
| UNIV OF MICHIGAN | |||||||||
| FACULTY SCHOLARS PROGRAM | UM MEDICAL SCHOOL | ANN ARBOR | MI | 48109 | N/A | 501C3 | RESEARCH AND EDUCATION | $20,000 | 1301 CATHERINE ST |
| IRCIMH | |||||||||
| INTEGRATIVE MEDICINE CONFERENCE | 520 SW YAMHILL 430 | PORTLAND | OR | 97204 | N/A | 501C3 | EDUCATION | $25,000 | |
| NSCIM | |||||||||
| INTEGRATIVE MEDICINE CONFERENCE | NW MEMORIAL FDN 2 | CHICAGO | IL | 60611 | N/A | 501C3 | EDUCATION | $5,000 | 303 E SUPERIOR ST |
| ARIZONA THEATRE COMPANY | |||||||||
| LOVELL TRIBUTE FUNDRAISER | 343 S SCOTT AVE | TUCSON | AZ | 85701 | N/A | 501C3 | EDUCATION | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $291,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,236 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,236 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,236 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | Address Line2ContributorUSAddress/AddressLine2 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| DR ANDREW WEIL | |||||||
| 1 | 1670 N KOLB RD | SUITE 240 | TUCSON | AZ | 85715 | $575,111 | Yes (X) |
| VASYLI LLC | |||||||
| 2 | 4040 CIVIC CENTER DR STE 430 | SAN RAFAEL | CA | 94903 | $25,000 | Yes (X) | |
| BARBARA GOLDSMITH FDN | |||||||
| 3 | 550 PARK AVENUE APT 17E | NEW YORK | NY | 10065 | $50,000 | Yes (X) | |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,800 | Amt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (9 entries)
| DR ANDREW WEIL |
| JAMES DALEN MD |
| RICHARD BAXTER |
| HUMBERTO LOPEZ |
| ROBERT SARVER |
| DONALD ABRAMS MD |
| DARIA MYERS |
| ADELE SIMMONS |
| NANCY OLMSTEAD |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $581,867 | BookValueAmt |
| EOYFMV | $581,867 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| INSURANCE | $2,100 |
| DUES AND SUBSCRIPTIONS | $725 |
| SUPPLIES | $440 |
| MISCELLANEOUS | $232 |
| POSTAGE AND DELIVERY | $140 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN ON INVESTMENTS | Description |
| Amount | $6,756 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNCONDITIONAL PROMISE TO GIVE | Desc |
| BOY Book Value | $250,000 | BOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $50,560 | Amt |
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