WEISS FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WEISS FAMILY FOUNDATION (EIN 20-8916545)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-13
- IRS object ID
- 201433179349100108
- Schema version
- 2013v3.0
- 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 Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-13T09:24:23-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 BECKER FARM ROAD | AddressLine1 |
| City | ROSELAND | City |
| State | NJ | State |
| ZIP Code | 07068 | 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 | 208916545 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAY YES TO EDUCATION FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAYY | BusinessNameControlTxt |
| Phone | 8602408900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O GEORGE WEISS ASSOC ONE STATE ST | AddressLine1 |
| Address Line2 | FL 20 | AddressLine2 |
| City | HARTFORD | City |
| State | CT | State |
| ZIP Code | 06103 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE WEISS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8602408900 | PhoneNum |
| Signature | 2014-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN KELLEHER | PreparerPersonNm |
| PTIN | P00100115 | PTIN |
| Phone | 9739946666 | PhoneNum |
| 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 | $42,236,409 | 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 | $1,650,000 | ContriRcvdRevAndExpnssAmt |
| Net Gain Sale Ast Rev And Expnss | $15,517,141 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $167,741,280 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,517,141 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,164,656 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,300,477 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $21,331,797 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,817,618 | 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 |
| Legal Fees Rev And Expnss | $6,109 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $85 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $524,221 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,524 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $534,915 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,524 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,123,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,123,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,658,415 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,524 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,123,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,673,382 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,812,094 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,088,314 | CashBOYAmt |
| Cash EOY | $673,245 | CashEOYAmt |
| Cash EOYFMV | $673,245 | CashEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $633,000 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $633,000 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $23,963,004 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $40,930,164 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $40,930,164 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $28,051,318 | TotalAssetsBOYAmt |
| Total Assets EOY | $42,236,409 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $42,236,409 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $62,499 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $367,289 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $215,557 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $62,499 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $582,846 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $27,988,819 | UnrestrictedBOYAmt |
| Unrestricted EOY | $41,653,563 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $27,988,819 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $41,653,563 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,051,318 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $42,236,409 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $27,988,819 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,673,382 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,475 | OtherIncreasesAmt |
| Subtotal | $41,671,676 | SubtotalAmt |
| Other Decreases | $18,113 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $41,653,563 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | DEUTSCHE BANK ACCOUNT | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $167,741,280 | GrossSalesPriceAmt |
| Cost Or Other Basis | $152,224,139 | CostOrOtherBasisAmt |
| Gain Or Loss | $15,517,141 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $15,517,141 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,517,141 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $8,136,469 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $25,636,560 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.317378 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,302,832 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $26,613,887 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.199251 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $7,687,150 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $23,440,274 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.327946 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,148,960 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $20,570,618 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.153080 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $413,880 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $20,408,205 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.020280 | DistributionYr5Rt |
| Total Distribution | 1.017935 | TotalDistributionRt |
| Average Distribution | 0.203587 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $33,212,950 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $6,761,725 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $188,121 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $6,949,846 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,123,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $188,121 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $188,121 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $188,121 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $149,961 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $40,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $189,961 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,840 | OverpaymentAmt |
| Applied To ES Tax | $1,840 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | ROBERT GENDREAU | IndividualWithBooksNm |
| Phone | 8602408900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE STATE STREET | AddressLine1 |
| City | HARTFORD | City |
| State | CT | State |
| ZIP Code | 06103 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE A WEISS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7252 FISHER ISLAND DRIVE | AddressLine1 |
| City | FISHER ISLAND | City |
| State | FL | State |
| ZIP Code | 33109 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 |
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 | $30,245,457 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,473,274 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $33,718,731 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $33,718,731 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $505,781 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $33,212,950 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,660,648 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,660,648 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $188,121 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $329,243 | IncomeTaxAmt |
| Total Tax | $517,364 | TotalTaxAmt |
| Distributable Before Adj | $1,143,284 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,143,284 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,143,284 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,123,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,123,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $188,121 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,935,379 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,143,284 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,626,987 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,656,860 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,087,366 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,077,947 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $19,449,160 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,123,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,143,284 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,980,216 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $25,429,376 | 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 | $25,429,376 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,626,987 | ExcessFromYear4Amt |
| Excess From Year3 | $6,656,860 | ExcessFromYear3Amt |
| Excess From Year2 | $4,087,366 | ExcessFromYear2Amt |
| Excess From Year1 | $7,077,947 | ExcessFromYear1Amt |
| Excess From Current Year | $5,980,216 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GEORGE A WEISS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| ANTIGUA INTERNATIONAL EDUCATION FOUNDATION | ||||||||
| 518 SOUTH WOLFE STREET | BALTIMORE | MD | 21231 | NONE | 501(C)(3) | TO SUPPORT PROGRAMS THAT GUIDE CHILDREN TO PURSUE THEIR OWN ETHICAL HIGHEST PURPOSE. | $25,000 | |
| BATYA - FRIENDS OF UNITED HATZALAH | ||||||||
| 208 EAST 51ST ST SUITE 303 | NEW YORK | NY | 10022 | NONE | 501(C)(3) | TO SUPPORT PROGRAMS THAT INCREASE LIVES SAVED IN AN EMERGENCY.TO SUPPORT PROGRAMS THAT INCREASE LIVES SAVED IN AN EMERGENCY. | $75,000 | |
| FACING HISTORY AND OURSELVES | ||||||||
| 225 WEST 34TH STREET SUITE 1416 | NEW YORK | NY | 10122 | NONE | 501(C)(3) | TO SUPPORT PROGRAMS THAT COMBAT RACISM AND PREJUDICE AND NURTURE DEMOCRACY. | $25,000 | |
| JOHNS HOPKINS | ||||||||
| 600 NORTH WOLFE STREET | BALTIMORE | MD | 21287 | NONE | 501(C)(3) | TO SUPPORT NEUROLOGY RESEARCH. | $25,000 | |
| SAY YES TO EDUCATION INC | ||||||||
| ONE STATE STREET FLOOR 20 | HARTFORD | CT | 06103 | NONE | 501(C)(3) | TO SUPPORT PROGRAMS THAT PROMOTE POST-SECONDARY EDUCATION FOR AT-RISK CHILDREN. | $1,087,500 | |
| SEEDS OF PEACE | ||||||||
| 370 LEXINGTON AVE SUITE 401 | NEW YORK | NY | 10017 | NONE | 501(C)(3) | TO SUPPORT PROGRAMS THAT DEVELOP LEADERSHIP SKILLS REQUIRED TO ADVANCE LASTING PEACE. | $25,000 | |
| TEMPLE EMANU-EL | ||||||||
| 1701 WASHINGTON AVE | MIAMI | FL | 33139 | NONE | 501(C)(3) | TO SUPPORT THE SYNAGOGUE AND ITS CHARITABLE PROGRAMS. | $50,000 | |
| TRINITY COLLEGE | ||||||||
| 300 SUMMIT STREET | HARTFORD | CT | 06106 | NONE | 501(C)(3) | TO SUPPORT THE MEN'S SQUASH PROGRAM. | $10,000 | |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT ST 433 FRANKLIN | PHILADELPHIA | PA | 19104 | NONE | 501(C)(3) | TO SUPPORT THE PERELMAN SCHOOL OF MEDICINE. | $50,000 | BUILDING |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT ST 433 FRANKLIN | PHILADELPHIA | PA | 10005 | NONE | 501(C)(3) | TO SUPPORT UNIVERSITY PROFESSORSHIPS. | $2,000,000 | BUILDING |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT ST 433 FRANKLIN | PHILADELPHIA | PA | 19104 | NONE | 501(C)(3) | TO SUPPORT COLLEGIATE ATHLETIC PROGRAMS. | $50,000 | BUILDING |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT ST 433 FRANKLIN | PHILADELPHIA | PA | 19104 | NONE | 501(C)(3) | TO SUPPORT THE PENN CENTER FOR ORPHAN DISEASE RESEARCH AND THERAPY. | $1,290,000 | BUILDING |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT ST 433 FRANKLIN | PHILADELPHIA | PA | 19104 | NONE | 501(C)(3) | TO SUPPORT THE MEN'S CREW PROGRAM. | $50,000 | BUILDING |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT ST 433 FRANKLIN | PHILADELPHIA | PA | 19104 | NONE | 501(C)(3) | TO SUPPORT SUMMER FOOTBALL CAMP. | $20,000 | BUILDING |
| WOODROW WILSON NATIONAL FELLOWSHIP FOUNDATION | ||||||||
| 5 VAUGHN DR SUITE 300 | PRINCETON | NJ | 08540 | NONE | 501(C)(3) | TO SUPPORT PROGRAMS THAT ATTEMPT TO MAXIMIZE HUMAN POTENTIAL THROUGH EDUCATION. | $150,000 | |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT ST 433 FRANKLIN | PHILADELPHIA | PA | 19104 | NONE | 501(C)(3) | TO SUPPORT THE JODI FISHER HOROWITZ PROFESSORSHIP. | $1,000,000 | BUILDING |
| KAKKIS EVERYLIFE FOUNDATION | ||||||||
| 77 DIGITAL DRIVE SUITE 210 | NOVATO | CA | 94949 | NONE | 501(C)(3) | TO SUPPORT PROGRAMS TO IMPROVE CLINICAL DEVELOPMENTS FOR TREATMENT OF RARE DISEASES. | $75,000 | |
| AVON OLD FARMS SCHOOL | ||||||||
| 500 OLD FARMS ROAD | AVON | CT | 06001 | NONE | 501(C)(3) | TO SUPPORT THE FRANCIS S. & MARY A. DRISCOLL SCHOLARSHIP FUND. | $50,000 | |
| HUMAN RIGHTS FIRST | ||||||||
| 333 17TH AVE 13TH FLOOR | NEW YORK | NY | 10001 | NONE | 501(C)(3) | TO SUPPORT PROGRAMS THAT OFFER SOLUTIONS TO HUMAN RIGHTS PROBLEMS. | $10,000 | |
| THE METROPOLITAN OPERA | ||||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | 501(C)(3) | TO SUPPORT PROGRAMS FOR THE PURPOSE OF SUSTAINING, ENCOURAGING,AND PROMOTING MUSICAL ART. | $500,000 | |
| LIL FILMMAKERS | ||||||||
| 745 N 39TH STREET | PHILADELPHIA | PA | 19104 | NONE | 501(C)(3) | TO SUPPORT PROGRAMS TO TEACH YOUTH AND TEENAGERS THE ART OF FILMMAKING. | $5,000 | |
| AUTISM SPEAKS | ||||||||
| 1 E 33RD ST 4TH FLOOR | NEW YORK | NY | 10016 | NONE | 501(C)(3) | TO SUPPORT PROGRAMS TO CHANGE THE FUTURE FOR THOSE WHO STRUGGLE WITH AUTISM SPECTRUM DISORDERS. | $6,000 | |
| HEALTH THROUGH FITNESS IN ORPHAN DISEASE | ||||||||
| 7 FALLBROOK LANE | GLEN MILLS | PA | 19342 | NONE | 501(C)(3) | TO SUPPORT PROGRAMS TO PROMOTE FITNESS IN THOSE LIVING WITH RARE DISEASES. | $50,000 | |
| CHABAD HOUSE | ||||||||
| 2352 ALBANY AVE | WEST HARTFORD | CT | 06117 | NONE | 501(C)(3) | TO SUPPORT PROGRAMS TO BENEFIT THE JEWISH COMMUNITY OF GREATER HARTFORD. | $10,000 | |
| PITT HOPKINS RESEARCH FOUNDATION | ||||||||
| 200 HARMON COURT | WINSTONSALEM | NC | 27106 | NONE | 501(C)(3) | TO SUPPORT RESEARCH DEDICATED TO FINDING A TREATMENT AND CURE OF PITT HOPKINS SYNDROME. | $10,000 | |
| MILKEN INSTITUTE | ||||||||
| 1250 4TH STREET | SANTA MONICA | CA | 90401 | NONE | 501(C)(3) | TO SUPPORT PROGRAMS TO IMPROVE THE LIVES AND ECONOMIC CONDITIONS OF DIVERSE POPULATIONS. | $100,000 | |
| DANA FARBER CANCER INSTITUTE | ||||||||
| 10 BROOKLINE PLACE WEST 8TH FLOOR | BROOKLINE | MA | 02445 | NONE | 501(C)(3) | TO SUPPORT PROGRAMS DEDICATED TO THE TREATMENT AND CURE OF CANCER. | $200,000 | |
| RETT SYNDROME RESEARCH TRUST | ||||||||
| 67 UNDER CLIFF ROAD | TRUMBULL | CT | 06611 | NONE | 501(C)(3) | TO SUPPORT RESEARCH DEDICATED TO FINDING A TREATMENT AND CURE OF RETT SYNDROME. | $25,000 | |
| ALYSSA'S ANGEL FUND | ||||||||
| C/O MANDELL JCC - JANE PASTERNACK | WEST HARTFORD | CT | 06117 | NONE | 501(C)(3) | TO SUPPORT RESEARCH DEDICATED TO THE TREATMENT AND CURE OF GENETIC DISEASES. | $5,000 | 333 BLOOMFIELD AVE |
| BARNES FOUNDATION | ||||||||
| 2025 BENJAMIN FRANKLIN PARKWAY | PHILADELPHIA | PA | 19130 | NONE | 501(C)(3) | TO SUPPORT PROGRAMS TO MAINTAIN THE COLLECTION AND CREATE EDUCATIONAL PROGRAMS. | $10,000 | |
| GENE SPOTLIGHT | ||||||||
| 801 ARTHUR GODFREY ROAD SUITE 401 | MIAMI BEACH | FL | 33140 | NONE | 501(C)(3) | TO SUPPORT RESEARCH DEDICATED TO THE TREATMENT AND CURE OF RARE DISEASES. | $40,000 | |
| GUIDING EYES FOR THE BLIND | ||||||||
| 611 GRANITE SPRINGS ROAD | YORKTOWN HEIGHTS | NY | 10598 | NONE | 501(C)(3) | TO SUPPORT PROGRAMS TO RAISE AND TRAIN GUIDE DOGS. | $5,000 | |
| INTERNATIONAL FIBRODYSPLASIA OSSIFICANS PROGRESSIVA ASSOCIATION | ||||||||
| PO BOX 196217 | WINTER SPRINGS | FL | 32719 | NONE | 501(C)(3) | TO SUPPORT RESEARCH FOR THE TREATMENT AND CURE OF FIBRODYSPLASIA OSSIFICANS PROGRESSIVA. | $5,000 | |
| LAHEY CLINIC | ||||||||
| 41 MALL ROAD | BURLINGTON | MA | 01805 | NONE | 501(C)(3) | TO SUPPORT PROGRAMS TO PROVIDE THE MOST ADVANCE, COMPASSIONATE AND COMPREHENSIVE CARE AVAILABLE. | $5,000 | |
| LESLEY UNIVERSITY | ||||||||
| 29 EVERETT STREET | CAMBRIDGE | MA | 02138 | NONE | 501(C)(3) | TO SUPPORT EDUCATIONAL PROGRAMS IN THE SERVICE PROFESSIONS AND THE ARTS. | $5,000 | |
| NATIONAL TAY-SACHS & ALLIED DISEASES | ||||||||
| 2001 BEACON STREET SUITE 204 | BOSTON | MA | 02135 | NONE | 501(C)(3) | TO SUPPORT RESEARCH FOR THE TREATMENT AND CURE OF TAY-SACHS. | $5,000 | |
| SAINT JOSEPH'S COLLEGE | ||||||||
| 278 WHITES BRIDGE ROAD | STANDISH | ME | 04084 | NONE | 501(C)(3) | TO SUPPORT THE SISTER MARY GEORGE O'TOOLE ENDOWED SCHOLARSHIP. | $5,000 | |
| SAN JUAN CENTER | ||||||||
| 180 PLEASANT STREET | HARTFORD | CT | 06103 | NONE | 501(C)(3) | TO SUPPORT AFTERSCHOOL PROGRAMS FOR CHILDREN. | $5,000 | |
| THE SOLOMON R GUGGENHEIM FOUNDATION | ||||||||
| 1071 FIFTH AVE | NEW YORK | NY | 10128 | NONE | 501(C)(3) | TO SUPPORT THE MUSEUM AND ITS CHARITABLE PROGRAMS. | $10,000 | |
| YOUTH RENEWAL FUND | ||||||||
| 250 W 57TH ST SUITE 632 | NEW YORK | NY | 10107 | NONE | 501(C)(3) | TO SUPPORT PROGRAMS TO EDUCATE THE DISADVANTAGED ISRAELI CHILDREN. | $25,000 | |
| NATIONAL ASSOCIATION TO PROTECT CHILDREN | ||||||||
| PO BOX 27451 | KNOXVILLE | TN | 37927 | NONE | 501(C)(3) | TO SUPPORT ANTI-CRIME PROGRAMS FOR THE PROTECTION OF CHILDREN. | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,123,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,517,141 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM INVESTMENT PARTNERSHIPS | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $864,179 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,300,477 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $864,179 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $18,817,618 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,681,797 | TotalIncomeProducingActyAmt |
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 |
|---|---|---|---|---|---|---|
| GEORGE A WEISS | ||||||
| 1 | 7252 FISHER ISLAND DRIVE | FISHER ISLAND | FL | 33109 | $1,000,000 | Yes (X) |
| GEORGE WEISS ASSOCIATES INC | ||||||
| 2 | ONE STATE STREET 20TH FLOOR | HARTFORD | CT | 06103 | $650,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $633,000 | EOYBookValueAmt |
| EOYFMV | $633,000 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT IN PARTNERSHIP | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $40,930,164 | BookValueAmt |
| EOYFMV | $40,930,164 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL RESEARCH AND EXAMINATION SUPPORT | CategoryTxt |
| Legal Fees | $6,109 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED LOSS ON MARKETABLE SECURITIES | Description |
| Amount | $18,113 | Amount |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM INVESTMENT PARTNERSHIPS | Desc |
| Revenue And Expenses Per Books | $4,164,656 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,300,477 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,164,656 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN ON INVESTMENT IN PARTERNSHIP | Description |
| Amount | $9,475 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCOUNTS PAYABLE - SECURITIES | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $215,557 | EOYBookValueAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|
| GEORGE A WEISS | |||
| 7252 FISHER ISLAND DRIVE | FISHER ISLAND | FL | 33109 |
| GEORGE WEISS ASSOCIATES INC | |||
| ONE STATE STREET 20TH FL | HARTFORD | CT | 06103 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $188,121 | $0 | $0 |
| UNREALATED BUSINESS TAX | $329,129 | $0 | $0 |
| FOREIGN TAX | $6,971 | $5,524 | $0 |
Comments