THEODORE AND RENEE WEILER FOUNDATION INC: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: THEODORE AND RENEE WEILER FOUNDATION INC (EIN 13-6181441)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-05-02
IRS object ID: 201301229349100230
Schema version: 2012v2.0
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
Other Assets Schedule
Other Expenses Schedule
Other Professional Fees Schedule
Substantial Contributors Sch
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-05-02T12:26:44-07:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	KANDEL & COMPANY	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	6800 Jericho Turnpike Suite 206E	AddressLine1
City	Syosset	City
State	NY	State
ZIP Code	11791	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	136181441	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	Theodore & Renee Weiler Foundation Inc	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	THEO	NameControl
Phone	5164969195	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	6800 Jericho Turnpike	AddressLine1
City	Syosset	City
State	NY	State
ZIP Code	11791	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	Richard Kandel	Name
Title	Secretary	Title
Date Signed	2013-04-26	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	Richard Kandel	Name
PTIN	P00167249	PTIN
Phone	5164969195	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	8583969	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	210253	ContriReceivedRevAndExpnss
Dividends Rev And Expnss	126328	DividendsRevAndExpnss
Dividends Net Invst Incm	126328	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	45331	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	3927318	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	45331	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	381912	TotalRevenueAndExpenses
Total Net Investment Income	171659	TotalNetInvestmentIncome
Accounting Fees Rev And Expnss	15000	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	6000	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	9000	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	35000	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	7000	OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps	28000	OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss	1393	TaxesRevAndExpnss
Printing And Pub Rev And Expnss	1000	PrintingAndPubRevAndExpnss
Printing And Pub Dsbrs Chrtbl Prps	1000	PrintingAndPubDsbrsChrtblPrps
Other Expenses Rev And Expnss	19744	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	19364	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	380	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	72137	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	32364	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	38380	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	1102000	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	1102000	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	1174137	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	32364	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	1140380	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-792225	ExcessOfRevenueOverExpenses
Net Investment Income	139295	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	91025	CashBOY
Cash EOY	112229	CashEOY
Cash EOYFMV	112229	CashEOYFMV
Savings And Temp Cash Invst BOY	2502818	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	1645122	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	1645122	SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY	5532659	InvestmentsCorpStockBOY
Investments Corp Stock EOY	6013075	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	5006770	InvestmentsCorpStockEOYFMV
Investments Other BOY	1934756	InvestmentsOtherBOY
Investments Other EOY	1500000	InvestmentsOtherEOY
Investments Other EOYFMV	1811717	InvestmentsOtherEOYFMV
Other Assets BOY	9524	OtherAssetsBOY
Other Assets EOY	8131	OtherAssetsEOY
Other Assets EOYFMV	8131	OtherAssetsEOYFMV
Total Assets BOY	10070782	TotalAssetsBOY
Total Assets EOY	9278557	TotalAssetsEOY
Total Assets EOYFMV	8583969	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	10070782	CapitalStockBOY
Capital Stock EOY	9278557	CapitalStockEOY
Total Net Assets BOY	10070782	TotalNetAssetsBOY
Total Net Assets EOY	9278557	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	10070782	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	9278557	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	10070782	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-792225	ExcessOfRevenueOverExpenses
Subtotal	9278557	Subtotal
Total Net Assets Fund Balances EOY	9278557	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (29 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses	Date AcquiredDateAcquired	Cost Or Other BasisCostOrOtherBasis
Bank of America-Settlement	P	2012-12-03	4	4	4
AOL Time Warner-Settlement	P	2012-04-11	17	17	17
Tyco International-Settlement	P	2012-01-06	16	16	16
20,000 Microsoft Corp	P	2012-02-16	575183	38378	38378	2011-03-17	536805
100 Chesapeake Energy-Exp Puts	P	2012-12-22	8297	8297	8297
200 Chesapeake Energy-Exp Puts	P	2012-08-18	19587	19587	19587
10,000 Mosaic Company	P	2012-08-22	579581	102258	102258	2012-05-23	477323
1,100 Document Securities Systems	P	2012-03-14	4414	89	89	2012-03-08	4325
1,000 Apple Inc	P	2012-08-12	625302	79197	79197	2012-06-20	546105
3,000 Weyerhaeuser Co	P	2012-10-15	76699	6353	6353	2011-04-08	70346
4,000 United States Steel	P	2012-08-17	90832	-110997	-110997	2011-04-08	201829
3,000 Petroleo Brasileiro	P	2012-08-17	59213	6692	6692	2012-06-14	52521
3,000 Petroleo Brasileiro	P	2012-08-17	65266	-62444	-62444	2010-04-15	127710
20,000 Nokia Corp	P	2012-06-14	65781	-69137	-69137	2012-03-27	134918
4,000 Microsoft Corp	P	2012-03-16	118866	6464	6464	2011-01-05	112402
13.800 Huntington Bancshares Inc	P	2012-07-17	89415	-796	-796	2010-12-20	90211
1,200 Huntington Bancshares Inc	P	2012-07-03	7663	-91	-91	2010-12-20	7754
2,500 Broadcom Corp	P	2012-08-17	106612	-13520	-13520	2011-03-01	120132
101,075.693 Alliance Bernstein Global RE Fd	P	2012-01-06	811638	-58728	-58728	2010-09-21	870366
4,000 Weyerhaeuser Co	P	2012-10-18	105978	14568	14568	2012-09-24	91410
2 Apple Inc-Exp. Calls	P	2012-05-19	6040	6040	6040
4 CME Group Inc-Exp Call	P	2012-05-19	6000	6000	6000
40 Youku Inc-Exp Calls	P	2012-04-23	10000	10000	10000
100 Ford Motor Co-Exp Calls	P	2012-04-23	5000	5000	5000
4 CME Group Inc-Exp Call	P	2012-03-17	4000	4000	4000
2,000 Qualcomm Inc	P	2012-02-17	121598	24598	24598	2011-08-08	97000
4,000 Microsoft Corp	P	2012-03-15	118398	6558	6558	2011-01-05	111840
200 Apple Inc	P	2012-09-21	125791	10801	10801	2012-07-26	114990
200 Apple Inc	P	2012-07-20	120127	6127	6127	2012-04-23	114000

Field	Value	IRS element (for citing)
Capital Gain Net Income	45331	CapitalGainNetIncome
Net Short Term Capital Gain Or Loss	272532	NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	993541	QualifyingDistributionsYear1
Noncharitable Assets Year1	9434297	NoncharitableAssetsYear1
Distribution Ratio Year1	0.10531	DistributionRatioYear1
Qualifying Distributions Year2	978067	QualifyingDistributionsYear2
Noncharitable Assets Year2	9994217	NoncharitableAssetsYear2
Distribution Ratio Year2	0.09786	DistributionRatioYear2
Qualifying Distributions Year3	869886	QualifyingDistributionsYear3
Noncharitable Assets Year3	9511868	NoncharitableAssetsYear3
Distribution Ratio Year3	0.09145	DistributionRatioYear3
Qualifying Distributions Year4	885500	QualifyingDistributionsYear4
Noncharitable Assets Year4	10880102	NoncharitableAssetsYear4
Distribution Ratio Year4	0.08139	DistributionRatioYear4
Qualifying Distributions Year5	870306	QualifyingDistributionsYear5
Noncharitable Assets Year5	12722078	NoncharitableAssetsYear5
Distribution Ratio Year5	0.06841	DistributionRatioYear5
Total Distribution Ratio	0.44442	TotalDistributionRatio
Average Distribution Ratio	0.08889	AverageDistributionRatio
Net Noncharitable Assets	8578800	NetNoncharitableAssets
Adjusted Noncharitable Assets	762527	AdjustedNoncharitableAssets
One Percent Net Investment Income	1393	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	763920	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	1140380	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	1393	InvestmentIncomeExciseTax
Subtotal	1393	Subtotal
Tax Based On Investment Income	1393	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	9524	EstTaxPaymentsAndOverpayment
Total Credits And Payments	9524	TotalCreditsAndPayments
Overpayment	8131	Overpayment
Amount Credited To Next Year	8131	AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Form990 T Filed	false	Form990TFiled
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	NY	StatesFiledWith
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	true	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Richard Kandel	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	5164969195	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	6800 Jericho Turnpike-Ste 206E	AddressLine1
City	Syosset	City
State	NY	State
ZIP Code	11791	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	true	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions	false	ActsFailToQualifyAsExceptions
Uncorrected Prior Acts	false	UncorrectedPriorActs
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Undistr Income4942a2 Not Applied	false	UndistrIncome4942a2NotApplied
Business Holdings	false	BusinessHoldings
Excess Business Holdings	false	ExcessBusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Tr Fail To Qualify As Exceptions	false	TrFailToQualifyAsExceptions
Maint Expend Responsibility	false	MaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn
Proceeds Or Net Income	false	ProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation
Alan Safir
473 Mariner Drive	Jupiter	FL	33477	Pres.-Director	0.00	0
Richard Kandel
15 W 53rd Street	New York	NY	10019	Treas.-Mgr. Dir	8.00	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	8552490	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	156952	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	8709442	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Adj Total FMV Of Unused Assets	8709442	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	130642	CashDeemedCharitable
Net Noncharitable Assets	8578800	NetNoncharitableAssets
Minimum Investment Return	428940	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	428940	MinimumInvestmentReturn
Tax Based On Investment Income	1393	TaxBasedOnInvestmentIncome
Total Tax	1393	TotalTax
Distributable Amount Before Adj	427547	DistributableAmountBeforeAdj
Distributable Amount Before Ded	427547	DistributableAmountBeforeDed
Distributable Amount As Adjusted	427547	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	1140380	ExpensesAndContributions
Qualifying Distributions	1140380	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	1393	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	1138987	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	427547	DistributableAmountAsAdjusted
Excess Distri Carryover Year5	259408	ExcessDistriCarryoverYear5
Excess Distri Carryover Year4	341495	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	403103	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	497872	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	534452	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	2036330	TotalExcessDistriCarryover
Qualifying Distributions	1140380	QualifyingDistributions
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	427547	AppliedToCurrentYear
Remaining Distri From Corpus	712833	RemainingDistriFromCorpus
Total Corpus	2749163	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov From Year5	259408	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	2489755	ExcessDistriCyovToNextYear
Excess From Year4	341495	ExcessFromYear4
Excess From Year3	403103	ExcessFromYear3
Excess From Year2	497872	ExcessFromYear2
Excess From Year1	534452	ExcessFromYear1
Excess From Current Year	712833	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (97 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
Young Israel of Staten Island
3 Richland Drive	Springfield	NJ	07081	N/A	Public	General & Capital Purposes, unless noted	$10,000
Wounded Warrior Project
4899 Belfort Road-Ste 300	Jacksonville	FL	32256	N/A	Public	General & Capital Purposes, unless noted	$5,000
Women's Voices for Change
16 E 90th Street	New York	NY	10128	N/A	Public	General & Capital Purposes, unless noted	$15,000
The Field
161 6th Ave-14th FL	New York	NY	10013	N/A	Public	General & Capital Purposes, unless noted	$10,000
The 3E Fund
459 Columbus Ave 272	New York	NY	10024	N/A	Public	General & Capital Purposes, unless noted	$5,000
Temple Shalom of the Arts
8440 Wilshire Blvd	Beverly Hills	CA	90211	N/A	Public	General & Capital Purposes, unless noted	$30,000
Robin Hood Foundation
826 Broadway-9th FL	New York	NY	10003	N/A	Public	General & Capital Purposes, unless noted	$1,000
Reflective Image
10 Arkansas St-Ste F	San Francisco	CA	94107	N/A	Public	General & Capital Purposes, unless noted	$15,000
National Psoriasis Foundation
660 SW 92nd St-Ste 300	Portland	OR	97223	N/A	Public	General & Capital Purposes, unless noted	$2,500
National Alliance on Mental Illines
3803 N Fairfax Dr-Ste 100	Arlington	VA	22203	N/A	Public	General & Capital Purposes, unless noted	$1,000
Mount Sinai Medical Center
1 Gustave Levy Place	New York	NY	10029	N/A	Public	General & Capital Purposes, unless noted	$5,000
Maimonides Medical Center
4802 Tenth Avenue	Brooklyn	NY	11219	N/A	Public	General & Capital Purposes, unless noted	$1,000
Let's Get Ready
50 Broadway-Ste 806	New York	NY	10004	N/A	Public	General & Capital Purposes, unless noted	$5,000
Kaufman Center-Goodman House
129 West 67th Street	New York	NY	10023	N/A	Public	General & Capital Purposes, unless noted	$1,000
Jewish National Fund
981 Paddington Terrace	Heathrow	FL	32746	N/A	Public	General & Capital Purposes, unless noted	$20,000
Jewish Child Care Association
120 Wall St-12th FL	New York	NY	10005	N/A	Public	General & Capital Purposes, unless noted	$500
International Vocal Arts Institute
163 Amsterdam Ave-Ste 303	New York	NY	10023	N/A	Public	General & Capital Purposes, unless noted	$5,000
Cancer Sensibility Foundation
2501 Bristol Drive-Ste A12	West Palm Beach	FL	33409	N/A	Public	General & Capital Purposes, unless noted	$1,000
Children's Medical Center
125 Community Drive	Great Neck	NY	11021	N/A	Public	General & Capital Purposes, unless noted	$10,000
Aftermarket Foundation
PO Box 3889	Tequesta	FL	33469	N/A	Public	General & Capital Purposes, unless noted	$1,000
Abilis Inc
50 Glenville Street	Greenwich	CT	06831	N/A	Public	General & Capital Purposes, unless noted	$1,000
Wildlife Conservation Society
2300 Southern Blvd	Bronx	NY	10460	N/A	Public	General & Capital Purposes, unless noted	$5,000
Thoughline Artists Inc
15 West 53rd Street	New York	NY	10019	N/A	Public	General & Capital Purposes, unless noted	$20,000
PEF Israel Endowment Fund
317 Madison Ave-Ste 607	New York	NY	10017	N/A	Public	General & Capital Purposes, unless noted	$10,000
One Jerusalem Charitable Educationa
136 East 39th Street	New York	NY	10016	N/A	Public	General & Capital Purposes, unless noted	$20,000
Jewish Institute Nat'l Security Aff
1307 New York Ave NW	Washington	DC	20005	N/A	Public	General & Capital Purposes, unless noted	$25,000
International Center of Photography
1114 Ave of the Americas	New York	NY	10036	N/A	Public	General & Capital Purposes, unless noted	$1,000
Berkshire Farm Ctr Services for You
13640 Route 22	Canaan	NY	12029	N/A	Public	General & Capital Purposes, unless noted	$1,000
American Friends of Hebrew Universi
7280 W Palmetto Park Road	Boca Raton	FL	33433	N/A	Public	General & Capital Purposes, unless noted	$2,500
Street Squash
40 W 116th Street	New York	NY	10026	N/A	Public	General & Capital Purposes, unless noted	$1,000
St Francis Food Pantries Shelter
450 7th Avenue	New York	NY	10123	N/A	Public	General & Capital Purposes, unless noted	$5,000
Second Stage Theatre
305 W 43rd Street	New York	NY	10036	N/A	Public	General & Capital Purposes, unless noted	$3,500
Our Space Inc
464 Common Street	Belmont	MA	02478	N/A	Public	General & Capital Purposes, unless noted	$5,000
Foundation Stone Inc
232 Madison Ave-Rm 608	New York	NY	10016	N/A	Public	General & Capital Purposes, unless noted	$10,000
Assoc of Israel Decorative Arts
110 East 59th St-26th Fl	New York	NY	10126	N/A	Public	General & Capital Purposes, unless noted	$1,500
ARS Nova
511 West 54th Street	New York	NY	10019	N/A	Public	General & Capital Purposes, unless noted	$2,500
American Friends-Genesis Fdn Jerusa
PO Box 489	Marlboro	NJ	07746	N/A	Public	General & Capital Purposes, unless noted	$10,000
NYS Troopers Foundation
3 Airport Park Blvd	Latham	NY	12110	N/A	Public	General & Capital Purposes, unless noted	$5,000
FSH Society Inc
64 Grove Street	Watertown	MA	02472	N/A	Public	General & Capital Purposes, unless noted	$5,000
Friends Of Ir David
3145 Coney Island Ave	Brooklyn	NY	11235	N/A	Public	General & Capital Purposes, unless noted	$20,000
Federal Enforcement Homeland Securi
150 John F Kennedy Parkway	Short Hills	NJ	07078	N/A	Public	General & Capital Purposes, unless noted	$7,500
Children's Store Front
70 E 129th Street	New York	NY	10035	N/A	Public	General & Capital Purposes, unless noted	$2,000
Amer Friends of Mogen David Adom
5700 Lake Worth Road	Lake Worth	FL	33467	N/A	Public	General & Capital Purposes, unless noted	$6,000
Alzheimer's Association
225 N Michigan Ave-17th FL	Chicago	IL	60601	N/A	Public	General & Capital Purposes, unless noted	$5,000
Central Park Conservancy
14 East 60th Street	New York	NY	10022	N/A	Public	General & Capital Purposes, unless noted	$2,500
Blythedale Children's Hospital
95 Bradhurst Avenue	Valhalla	NY	10595	N/A	Public	General & Capital Purposes, unless noted	$15,000
Westchester Jewish Community Servic
845 North Broadway	White Plains	NY	10603	N/A	Public	General & Capital Purposes, unless noted	$10,000
Paley Center for Media
25 West 52nd Street	New York	NY	10019	N/A	Public	General & Capital Purposes, unless noted	$25,000
Museum of the Moving Image
35 Avenue 36th Street	Astoria	NY	11106	N/A	Public	General & Capital Purposes, unless noted	$8,000
Jupiter Medical Center Fdn
1210 S Old Dixie Hwy	Jupiter	FL	33458	N/A	Public	General & Capital Purposes, unless noted	$1,000
Hewlett-East Rockaway Jewish Ctr
295 Main Street	East Rockaway	NY	11518	N/A	Public	General & Capital Purposes, unless noted	$6,000
Concert Arts Guild
850 7th Avenue-Ste 1205	New York	NY	10019	N/A	Public	General & Capital Purposes, unless noted	$2,500
Women in Need
115 West 31st Street	New York	NY	10001	N/A	Public	General & Capital Purposes, unless noted	$1,000
WITF-TV
4801 Lindle Road	Harrisburg	PA	17111	N/A	Public	General & Capital Purposes, unless noted	$10,000
White Plains Hospital Center
Davis Avenue	White Plains	NY	10601	N/A	Public	General & Capital Purposes, unless noted	$5,000
United Way-York County
800 East King Street	York	PA	17405	N/A	Public	General & Capital Purposes, unless noted	$10,000
UJAFederation
130 E 59th Street	New York	NY	10022	N/A	Public	General & Capital Purposes, unless noted	$10,000
WNET-Thirteen
825 Eighth Ave	New York	NY	10019	N/A	Public	General & Capital Purposes, unless noted	$3,000
USC Shoah Fdn Visual History
650 W 35th Street-Ste 114	Los Angeles	CA	90089	N/A	Public	General & Capital Purposes, unless noted	$25,000
School of American Ballet
70 Lincoln Center Plaza	New York	NY	10023	N/A	Public	General & Capital Purposes, unless noted	$5,000
SCAN New York Foundation
345 East 102nd Street	New York	NY	10029	N/A	Public	General & Capital Purposes, unless noted	$5,000
Roundabout Theatre
231 West 39th Street	New York	NY	10018	N/A	Public	General & Capital Purposes, unless noted	$17,000
Kravis Center Performing Arts
701 Okeechobee Blvd	W Palm Beach	FL	33401	N/A	Public	General & Capital Purposes, unless noted	$1,000
Princess Grace Foundation
150 East 58th Street	New York	NY	10155	N/A	Public	General & Capital Purposes, unless noted	$5,000
Pave the Way Foundation
47 Farrell Street	Long Beach	NY	10118	N/A	Public	General & Capital Purposes, unless noted	$175,000
Ovarian Cancer Research Fund
14 Pennsylvania Plaza	New York	NY	10122	N/A	Public	General & Capital Purposes, unless noted	$2,000
Norton Museum of Art
1451 S Olive Ave	W Palm Beach	FL	33401	N/A	Public	General & Capital Purposes, unless noted	$15,000
North Shore LI Health Systems
125 Community Drive	Great Neck	NY	11021	N/A	Public	General & Capital Purposes, unless noted	$5,000
New York Theater Ballet
30 East 31st Street	New York	NY	10016	N/A	Public	General & Capital Purposes, unless noted	$5,000
New York City Ballet
20 Lincoln Center Plaza	New York	NY	10023	N/A	Public	General & Capital Purposes, unless noted	$10,000
Museum of Modern Art
11 West 53rd Street	New York	NY	10019	N/A	Public	General & Capital Purposes, unless noted	$15,000
Metropolitan Opera
Lincoln Center Plaza	New York	NY	10023	N/A	Public	General & Capital Purposes, unless noted	$12,000
Metropolitan Museum of Art
1000 5th Avenue	New York	NY	10028	N/A	Public	General & Capital Purposes, unless noted	$4,500
Malty Jupiter Theater
1001 E Indiantown Rd	Jupiter	FL	33477	N/A	Public	General & Capital Purposes, unless noted	$22,000
Lymphoma Research Foundation
115 Broadway-13th Floor	New York	NY	10006	N/A	Public	General & Capital Purposes, unless noted	$5,000
Lincoln Center Theater
150 West 65th Street	New York	NY	10023	N/A	Public	General & Capital Purposes, unless noted	$15,000
Lee David Pesky Center for Learning
3324 Elder Street	Boise	ID	83705	N/A	Public	General & Capital Purposes, unless noted	$2,500
Katonah Museum of Art
134 Jay Street	Katonah	NY	10536	N/A	Public	General & Capital Purposes, unless noted	$1,000
Jacob Burns Film Center
405 Manville Road	Pleasantville	NY	10570	N/A	Public	General & Capital Purposes, unless noted	$13,500
Israel Air Force Center Fdn
2300 Computer Ave-Ste D-18	Willow Grove	PA	19090	N/A	Public	General & Capital Purposes, unless noted	$65,000
Hole in the Wall Gang Fund
555 Long Wharf Drive	New Haven	CT	06511	N/A	Public	General & Capital Purposes, unless noted	$5,000
Greenwich House
224 W 30th St-Ste 302	New York	NY	10001	N/A	Public	General & Capital Purposes, unless noted	$10,000
Film Society Lincoln Center
70 Lincoln Center Plaza	New York	NY	10023	N/A	Public	General & Capital Purposes, unless noted	$43,000
Federal Drugs Agent Fdn
380 North Broadway-2nd Fl	Jericho	NY	11753	N/A	Public	General & Capital Purposes, unless noted	$15,000
Ethical Culture-Fieldston School
33 Central Park West	New York	NY	10023	N/A	Public	General & Capital Purposes, unless noted	$1,000
Dancers Group Studio Theater
1360 Mission Street	San Francisco	CA	94103	N/A	Public	General & Capital Purposes, unless noted	$10,000
City Meals on Wheels
355 Lexington Avenue	New York	NY	10017	N/A	Public	General & Capital Purposes, unless noted	$5,500
Children's Hearing Institute
380 Second Ave	New York	NY	10010	N/A	Public	General & Capital Purposes, unless noted	$1,500
Crohn's Colitis Fdn
386 Park Avenue South	New York	NY	10016	N/A	Public	General & Capital Purposes, unless noted	$2,500
Carnegie Hall
881 7th Avenue	New York	NY	10019	N/A	Public	General & Capital Purposes, unless noted	$6,500
Breast Cancer Research Fdn
60 East 56th Street	New York	NY	10022	N/A	Public	General & Capital Purposes, unless noted	$5,000
Ballet Theatre Foundation
890 Broadway	New York	NY	10003	N/A	Public	General & Capital Purposes, unless noted	$3,000
Amer Museum Natural Hist
Central Park West	New York	NY	10024	N/A	Public	General & Capital Purposes, unless noted	$6,500
Amer Friends Israel Philharmon
122 East 42nd Street	New York	NY	10168	N/A	Public	General & Capital Purposes, unless noted	$7,500
Amer Friends of Israel Museum
500 5th Avenue-Ste 2540	New York	NY	10110	N/A	Public	General & Capital Purposes, unless noted	$102,000
Amer Fdn for AIDS Research
120 Wall Street	New York	NY	10005	N/A	Public	General & Capital Purposes, unless noted	$20,000
Actors Fund of America
729 7th Avenue	New York	NY	10011	N/A	Public	General & Capital Purposes, unless noted	$5,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	1102000	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$126,328	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$45,331	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$171,659	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	171659	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	X	Organization501c3ExemptPF
General Rule	X	GeneralRule

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	1	ContributorNumber
Contributor Name Individual	Trust uwo T R Weiler	ContributorNameIndividual

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	60 East 42th Street	AddressLine1
City	New York	City
State	NY	State
ZIP Code	10165	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	210253	AggregateContributions
Person Contribution Type	X	PersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	Kandel & Company	Category
Amount	$15,000	Amount
Net Investment Income	6000	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome
Disbursements Charitable Prps	9000	DisbursementsCharitablePrps

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (31 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
Chesapeake Energy	102907	99720
Chesapeake Energy	551029	498600
Chesapeake Energy	105330	99720
Apple Inc	1057260	1064346
Apple Inc	110064	106434
Apple Inc	109070	106434
Youku Inc	99828	72960
Weyerthaeuser Co
Weyerthaeuser Co
United States Steel	129479	59625
United States Steel
Qualcomm Inc
Nvidia Corp	425604	245200
Nvidia Corp	108634	61300
Nvidia Corp	109502	61300
Microsoft Corp
Microsoft Corp
Microsoft Corp
Ford Motor Co	100000	129500
CME Corp	116000	101340
Broadcom Corp	116866	99630
Broadcom Corp	17890	16605
Petroleo Brasileiro SA	374302	194700
Petroleo Brasileiro SA	9258	9735
Morgan Stanley	269655	191200
Huntington Bancshares Inc
Cisco Systems Inc	132937	137543
Cisco Systems Inc	411400	392980
Cisco Systems Inc	83060	78598
Bank of America Corp	93600	116100
CBRE Clarion Global REIT	1379400	1063200

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (4 entries)

Category Or ItemCategoryOrItem	Listed At Cost Or FMVListedAtCostOrFMV	Book ValueBookValue	EOYFMVEOYFMV
Alliance Berstein Global Real Estate Fd	AT COST
Crestwood Capital	AT COST	1500000	1811717
Conatus Capital Overseas Ltd	AT COST
Clovis Capital Partners	AT COST

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Field	Value	IRS element (for citing)
Description	Prepaid Excise Tax	Description
BOY Book Value	9524	BOYBookValue
EOY Book Value	8131	EOYBookValue
EOYFMV	8131	EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Disbursements Charitable PrpsDisbursementsCharitablePrps	Net Investment IncomeNetInvestmentIncome
Publication Notice	130	130
Investment & Custody Fees	19101		19101
Filing Fee	250	250
Bank & Wire Fees	263		263

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Field	Value	IRS element (for citing)
Category	Kandel & Company-Management Services	Category
Amount	$35,000	Amount
Net Investment Income	7000	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome
Disbursements Charitable Prps	28000	DisbursementsCharitablePrps

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor

Field	Value	IRS element (for citing)
Person Name	Trust uwo Theodore R Weiler	PersonName

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	60 East 42th Street	AddressLine1
City	New York	City
State	NY	State
ZIP Code	10165	ZIPCode

Taxes Schedule TaxesSchedule

Taxes Taxes

Field	Value	IRS element (for citing)
Category	Excise Tax -2012	Category
Amount	$1,393	Amount

THEODORE AND RENEE WEILER FOUNDATION INC: Form 990PF, tax year 2012

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (29 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of Business Name BooksInCareOfBusinessName

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (97 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Contributor Address US ContributorAddressUS

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (31 entries)

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (4 entries)

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (4 entries)

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor

US Address USAddress

Taxes Schedule TaxesSchedule

Taxes Taxes

Comments