WEIL FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WEIL FAMILY FOUNDATION (EIN 95-2379787)
- Tax period
- 2011-12-01 to 2012-11-30
- Filed
- 2013-04-11
- IRS object ID
- 201331019349100323
- Schema version
- 2011v1.5
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-04-11T20:16:12-05:00 | Timestamp |
| Tax Period End Date | 2012-11-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470900880 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIBRE CPA GROUP PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 566 WEST LAKE ST SUITE 300 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60661 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-12-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952379787 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WEIL FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WEIL | NameControl |
| Phone | 6102099887 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 WOODWARD ROAD | AddressLine1 |
| City | ROSE VALLEY | City |
| State | PA | State |
| ZIP Code | 19063 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICAHEL ADESMAN | Name |
| Title | PRESIDENT | Title |
| Phone | 6102099887 | Phone |
| Date Signed | 2013-04-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSEPH PIERSON | Name |
| PTIN | P00189462 | PTIN |
| Phone | 3126550037 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 5342770 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 4190997 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 3072 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 3072 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 3072 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 33067 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 33067 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 33067 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 31672 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 33275 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 31672 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 4258808 | TotalRevenueAndExpenses |
| Total Net Investment Income | 67811 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 36139 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 16140 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 3744 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 12396 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 60077 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 60077 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 6135 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 6135 | AccountingFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 1 | InterestRevAndExpnss |
| Interest Net Invst Incm | 1 | InterestNetInvstIncm |
| Interest Adj Net Incm | 0 | InterestAdjNetIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 442 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 442 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 332 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 332 | DeprecAndDepletionNetInvstIncm |
| Deprec And Depletion Adj Net Incm | 332 | DeprecAndDepletionAdjNetIncm |
| Trav Conf Meeting Rev And Expnss | 4781 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 0 | TravConfMeetingAdjNetIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 4781 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 9126 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 8347 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 779 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 97034 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 12424 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 332 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 84610 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 160000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 160000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 257034 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 12424 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 332 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 244610 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 4001774 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 55387 | NetInvestmentIncome |
| Adjusted Net Income | 35807 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 79374 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 4050705 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 4050705 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1149299 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1180074 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1292065 | InvestmentsCorpStockEOYFMV |
| Other Assets BOY | 661 | OtherAssetsBOY |
| Other Assets EOY | 329 | OtherAssetsEOY |
| Other Assets EOYFMV | 0 | OtherAssetsEOYFMV |
| Total Assets BOY | 1229334 | TotalAssetsBOY |
| Total Assets EOY | 5231108 | TotalAssetsEOY |
| Total Assets EOYFMV | 5342770 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 326631 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 326631 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 902703 | RetainedEarningsBOY |
| Retained Earnings EOY | 4904477 | RetainedEarningsEOY |
| Total Net Assets BOY | 1229334 | TotalNetAssetsBOY |
| Total Net Assets EOY | 5231108 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1229334 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 5231108 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1229334 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 4001774 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 5231108 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 5231108 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| KIMBERLY CLARK STOCK | P | 1982-07-02 | 2012-03-28 | 11065 | 534 | 10531 | 10531 |
| KIMBERLY CLARK STOCK | P | 1982-07-02 | 2012-03-30 | 22210 | 1069 | 21141 | 21141 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 31672 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 0 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 51790 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1238623 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.041813 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 37504 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1071746 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.034993 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 62727 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 867600 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.072299 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 59734 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 988058 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.060456 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 60583 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1034329 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.058572 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.268133 | TotalDistributionRatio |
| Average Distribution Ratio | 0.053627 | AverageDistributionRatio |
| Net Noncharitable Assets | 3225245 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 172960 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 554 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 173514 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 244610 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 554 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 554 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 554 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Penalty For Underpayment | 12 | PenaltyForUnderpayment |
| Tax Due | 566 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | MICHAEL ADESMAN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6102099887 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 WOODWARD ROAD | AddressLine1 |
| City | ROSE VALLEY | City |
| State | PA | State |
| ZIP Code | 19063 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 1 | UndistributedIncomePriorYears |
| Undistributed Income Prior Year1 | 2010 | UndistributedIncomePriorYear1 |
| Undistributed Income Prior Year4 | 2006 | UndistributedIncomePriorYear4 |
| Undistr Income4942a2 Not Applied | 1 | UndistrIncome4942a2NotApplied |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| MICHAEL ADESMAN | ||||||||
| 400 WOODWARD ROAD | ROSE VALLEY | PA | 19063 | PRESIDENT | 5.00 | 0 | 0 | 0 |
| CAROL WEIL | ||||||||
| 7417 HELMSDALE ROAD | BETHESDA | MD | 20817 | VICE PRESIDENT | 0.00 | 0 | 0 | 0 |
| SUSAN WEIL | ||||||||
| 400 WOODWARD ROAD | ROSE VALLEY | PA | 19063 | SECRETARY | 0.00 | 0 | 0 | 0 |
| MARIANNE WEIL | ||||||||
| 1001 LINDENWOOD | LOS ANGELES | CA | 90049 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| DIANNE GREENSTEIN | ||||||||
| 104 CORTE BELLA | PALM DESERT | CA | 92260 | TREASURER | 4.00 | 12396 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ALL GRANTS & DISTRIBUTIONS ARE MADE TO PUBLIC NON-PROFIT RESEARCH & CHARITABLE ORGANIZATIONS TO ENABLE THEM TO PERFORM RESEARCH & CHARITABLE FUNCTIONS. | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1248259 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 2026101 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3274360 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 3274360 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 49115 | CashDeemedCharitable |
| Net Noncharitable Assets | 3225245 | NetNoncharitableAssets |
| Minimum Investment Return | 161262 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 161262 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 554 | TaxBasedOnInvestmentIncome |
| Total Tax | 554 | TotalTax |
| Distributable Amount Before Adj | 160708 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 160708 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 160708 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 244610 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 244610 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 554 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 244056 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 160708 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 7503 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 10814 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 19671 | ExcessDistriCarryoverYear3 |
| Total Excess Distri Carryover | 37988 | TotalExcessDistriCarryover |
| Qualifying Distributions | 244610 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 160708 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 83902 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 121890 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 7503 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 114387 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 10814 | ExcessFromYear4 |
| Excess From Year3 | 19671 | ExcessFromYear3 |
| Excess From Current Year | 83902 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|
| WEIL INSTITUTE OF CRITICAL CARE MEDICINE | |||||
| 35-100 BOB HOPE DRIVE | RANCHO MIRAGE | CA | 92270 | CHARITABLE | $110,000 |
| SOCIETY OF CRITICAL CARE MEDICINE | |||||
| 500 MIDWAY DRIVE | MOUNT PROSPECT | IL | 60056 | CHARITABLE | $25,000 |
| ALZHEIMERS ASSOCIATION | |||||
| 225 N MICHIGAN AVE 17TH FLR | CHICAGO | IL | 606017633 | CHARITABLE | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 160000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 3072 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 33067 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 31672 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $0 | ExclusionAmount |
| Related Or Exempt Function Income | 67811 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 67811 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 13 | LineNumber |
| Relationship Statement | ALL FUNDS ENABLE THE FOUNDATION TO MAKE GRANTS AND DISTRIBUTIONS TO PUBLIC NON-PROFIT RESEARCH AND CHARITABLE ORGANIZATIONS. | RelationshipStatement |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | 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 | ESTATE OF MAX HARRY WEIL MD PHD | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 71-170 TAMARISK LANE | AddressLine1 |
| City | RANCHO MIRAGE | City |
| State | CA | State |
| ZIP Code | 92270 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 4190997 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEVINSON, SIMON,HEIN & BILKEY | Category |
| Amount | $6,135 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 6135 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Property | PATENTS | DescriptionOfProperty |
| Date Acquired | 1998-12-31 | DateAcquired |
| Cost Or Other Basis | 4977 | CostOrOtherBasis |
| Prior Years Depreciation | 4316 | PriorYearsDepreciation |
| Computation Method | SL | ComputationMethod |
| Life | 15.000000000000 | Life |
| Current Year Expense | 332 | CurrentYearExpense |
| Net Investment Income | 332 | NetInvestmentIncome |
| Adjusted Net Income | 332 | AdjustedNetIncome |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (25 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| ALBEMARLE - COST | 35585 | 102506 |
| ALLIANT TECHSYSTEMS - COST | 22510 | 20728 |
| AMERICAN EXPRESS - COST | 4790 | 4498 |
| AMERICAN INTERNATIONAL GROUP - COST | 16003 | 431 |
| AMERICAN INTERNATIONAL WTS | 102 | 83 |
| AMERICAN STATES WATER CO - COST | 54822 | 75638 |
| BANK OF AMERICA - COST | 60401 | 11224 |
| BARNES GROUP - COST | 51585 | 49894 |
| BOEING CORP - COST | 52990 | 45031 |
| CAMPBELL SOUP - COST | 54318 | 65848 |
| CENTURY LINK - COST | 12929 | 15317 |
| CHUBB GROUP - COST | 19694 | 43837 |
| DOMINION RESERVE INC - COST | 67234 | 84132 |
| EXXON - COST | 85659 | 94991 |
| FEDEX CORP - COST | 50766 | 47929 |
| GENERAL ELECTRIC - COST | 14599 | 9423 |
| HEWLETT PACKARD - COST | 53158 | 12990 |
| INTUITIVE SURGICAL INC - COST | 62842 | 108445 |
| JC PENNEY - COST | 22351 | 5289 |
| JOHNSON & JOHNSON - COST | 60122 | 69643 |
| KIMBERLY CLARK - COST | 246098 | 286297 |
| MARATHON OIL - COST | 14173 | 18832 |
| NESTLE SA REP RG - COST | 30254 | 53412 |
| TESCO PLC - COST | 53188 | 31035 |
| WELLS FARGO - COST | 33901 | 34612 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| BRIAN LEWIS | $14,544 | 0 | 0 | 14544 |
| LOEB & LOEB | $45,533 | 0 | 0 | 45533 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NET INTANGIBLE ASSETS | Description |
| BOY Book Value | 661 | BOYBookValue |
| EOY Book Value | 329 | EOYBookValue |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| FOREIGN TAXES PAID | 250 | 250 | 0 | 0 |
| FINANCIAL MANAGEMENT FEE | 8097 | 8097 | 0 | 0 |
| PARKING | 80 | 0 | 0 | 80 |
| OFFICE EXPENSE | 610 | 0 | 0 | 610 |
| BANK CHARGES | 89 | 0 | 0 | 89 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| 990-PF | $382 | 0 | 0 | 382 |
| CA FRANCHISE TAX BOARD | $10 | 0 | 0 | 10 |
| CA ATTORNEY GENERAL REGISTRY | $50 | 0 | 0 | 50 |
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