THE WEIL FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
THE WEIL FOUNDATION (EIN 86-1049023)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-05-14
IRS object ID
201331349349102308
Schema version
2012v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-05-14T15:18:27-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1LUDWIG KLEWER & CO PLLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line14783 E CAMP LOWELL DRAddressLine1
CityTUCSONCity
StateAZState
ZIP Code85712ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN861049023EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE WEIL FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlWEILNameControl
Phone5206477865Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 13006AddressLine1
CityTUCSONCity
StateAZState
ZIP Code85732ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameDR ANDREW WEILName
TitlePRESIDENTTitle
Phone5206477865Phone
Date Signed2013-05-02DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameCHRIS WM LUDWIG CPAName
Phone5205450500Phone
Date Prepared2013-05-14DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY654418FMVAssetsEOY
Method Of Accounting AccrualXMethodOfAccountingAccrual

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss582849ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss24InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm24InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm24InterestOnSavingsAdjNetIncm
Total Revenue And Expenses582873TotalRevenueAndExpenses
Total Net Investment Income24TotalNetInvestmentIncome
Total Adjusted Net Income24TotalAdjustedNetIncome
Accounting Fees Rev And Expnss3655AccountingFeesRevAndExpnss
Other Prof Fees Rev And Expnss60350OtherProfFeesRevAndExpnss
Trav Conf Meeting Rev And Expnss4377TravConfMeetingRevAndExpnss
Other Expenses Rev And Expnss3476OtherExpensesRevAndExpnss
Tot Opr Expenses Rev And Expnss71858TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss435000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps435000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss506858TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps435000TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses76015ExcessOfRevenueOverExpenses
Net Investment Income24NetInvestmentIncome
Adjusted Net Income24AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY19613CashBOY
Cash EOY20000CashEOY
Cash EOYFMV20000CashEOYFMV
Savings And Temp Cash Invst BOY583790SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY634418SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV634418SavingsAndTempCashInvstEOYFMV
Total Assets BOY603403TotalAssetsBOY
Total Assets EOY654418TotalAssetsEOY
Total Assets EOYFMV654418TotalAssetsEOYFMV
Grants Payable BOY25000GrantsPayableBOY
Other Liabilities BOY250000OtherLiabilitiesBOY
Other Liabilities EOY250000OtherLiabilitiesEOY
Total Liabilities BOY275000TotalLiabilitiesBOY
Total Liabilities EOY250000TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY328403UnrestrictedBOY
Unrestricted EOY404418UnrestrictedEOY
Total Net Assets BOY328403TotalNetAssetsBOY
Total Net Assets EOY404418TotalNetAssetsEOY
Total Liabilities Net Assets BOY603403TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY654418TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY328403TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses76015ExcessOfRevenueOverExpenses
Subtotal404418Subtotal
Total Net Assets Fund Balances EOY404418TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxtrueLiableFor4942Tax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax0InvestmentIncomeExciseTax

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithAZStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressWWW.WEILFOUNDATION.ORGWebsiteAddress
Books In Care Of Person NameTHE FOUNDATIONBooksInCareOfPersonName
Books In Care Of Phone Number5206477865BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 13006AddressLine1
CityTUCSONCity
StateAZState
ZIP Code85732ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (10 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
DR ANDREW WEIL
1670 N KOLB RD SUITE 240TUCSONAZ85715CHAIRMAN0.25000
JAMES DALEN MD
5305 N VIA VELAZQUEZTUCSONAZ85750EXECUTIVE DI20.00000
RICHARD BAXTER
4975 N LA LOMITATUCSONAZ85718SECRETARY/TR0.25000
HUMBERTO LOPEZ
3901 E BROADWAYTUCSONAZ85711DIRECTOR0.25000
LURA LOVELL
8400 N NATIONAL DRTUCSONAZ85742VICE CHAIRMA0.25000
ROBERT SARVER
5710 N YUCCAPARADISE VALLEYAZ85253DIRECTOR0.25000
DONALD ABRAMS MD
1701 DIVISADERO ST 150SAN FRANCISCOCA94115DIRECTOR0.25000
DARIA MYERS
767 FIFTH AVE SUITE 4200NEW YORKNY10153DIRECTOR0.25000
ADELE SIMMONS
643 W ARLINGTON PLACECHICAGOIL60614DIRECTOR0.25000
NANCY OLMSTEAD
1670 N KOLB RD SUITE 240TUCSONAZ85715RECORDING SE20.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities1801AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances291935AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets293736TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets293736AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable4406CashDeemedCharitable
Net Noncharitable Assets289330NetNoncharitableAssets
Minimum Investment Return14467MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return14467MinimumInvestmentReturn
Distributable Amount Before Adj14467DistributableAmountBeforeAdj
Distributable Amount Before Ded14467DistributableAmountBeforeDed
Distributable Amount As Adjusted14467DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions435000ExpensesAndContributions
Qualifying Distributions435000QualifyingDistributions
Adj Qualifying Distributions435000AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted14467DistributableAmountAsAdjusted
Excess Distri Carryover Year5590680ExcessDistriCarryoverYear5
Excess Distri Carryover Year4604285ExcessDistriCarryoverYear4
Excess Distri Carryover Year2393782ExcessDistriCarryoverYear2
Excess Distri Carryover Year1613129ExcessDistriCarryoverYear1
Total Excess Distri Carryover2201876TotalExcessDistriCarryover
Qualifying Distributions435000QualifyingDistributions
Applied To Current Year14467AppliedToCurrentYear
Remaining Distri From Corpus420533RemainingDistriFromCorpus
Total Corpus2622409TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year5590680ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year2031729ExcessDistriCyovToNextYear
Excess From Year4604285ExcessFromYear4
Excess From Year2393782ExcessFromYear2
Excess From Year1613129ExcessFromYear1
Excess From Current Year420533ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameNANCY OLMSTEADRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1C/O THE WEIL FOUNDATIONAddressLine1
Address Line2P O BOX 13006AddressLine2
CityTUCSONCity
StateAZState
ZIP Code85732ZIPCode
FieldValueIRS element (for citing)
Form And Info And MaterialsAPPLICATION FORM WITH GRANT INFORMATION AND BUDGET.FormAndInfoAndMaterials
Restrictions On AwardsORGANIZATIONS MUST BE INVITED TO APPLY AFTER THEY ARE IDENTIFIED THROUGH THE FOUNDATION'S RESEARCH.RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (12 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
ALLIANCE FDN FOR COMMUNITY HEAKTHT
FAMILY MEDICINE RESIDENCY1493 CAMBRIDGE STCAMBRIDGEMA02139N/A501C3RESEARCH AND EDUCATION$20,000
CONSORTIUM OF ACADEMIC HEALTH CENTE
INTEGRATIVE MEDICINE (CAHCIM)420 DELEWARE ST SEMINNEAPOLISMN55455N/A501C3RESEARCH AND EDUCATION$52,000
MEMORIAL HEALTH UNIV MEDICAL CEN
FAMILY MEDICINE RESIDENCY4700 WATERS AVESAVANNAHGA31404N/A501C3RESEARCH AND EDUCATION$28,000
SOCIETY FOR INTEGRATIVE ONCOLOGY
INTEGRATIVE MEDICINE CONFERENCE1429 FIRST AVENEW YORKNY10021N/A501C3RESEARCH AND EDUCATION$5,000
THE MARQUETTE GENERAL FOUNDATION
FAMILY MEDICINE RESIDENCY580 WEST COLLEGE AVEMARQUETTE TOWNSHIP MIMI49855N/A501C3RESEARCH AND EDUCATION$10,000
UNIV OF AZ FDNAZ CTR FOR INTEGRATI
INTEGRATIVE MEDICINE RESIDENCY1111 N CHERRY AVETUCSONAZ85721N/A501C3RESEARCH AND EDUCATION$200,000
UNIV OF MED & DENT OF NJDEPT FA
INTEGRATIVE MEDICINE FACULTY TRAINING65 BERGEN ST RM 1328UNIVERSITY HEIGHTS NEWNJ07107N/A501C3RESEARCH AND EDUCATION$20,000
UNIVERSITY OF WISCONSIN
FELLOWSHIP IN INTEGRATIVE RESIDENCYDEPT OF FAMILY MEDICINEMADISONWI53715N/A501C3RESEARCH AND EDUCATION$45,000
UNM HEALTH SCIENCE CENTER
INTERNAL MEDICINE RESIDENCY1 UNIV OF NEW MEXICOALBUQUERQUENM87131N/A501C3RESEARCH AND EDUCATION$25,000
UNIV OF CALI BD OF REGENTS
PROGRAM IN INTEGRATIVE MEDICINEBIOSCI III SUITE 1400IRVINECA92697N/A501C3RESEARCH AND EDUCATION$6,000
UNIV OF CALI BD OF REGENTS
PROGRAM IN INTEGRATIVE MEDICINE9500 GILLMAN DRLA JOLLACA92093N/A501C3RESEARCH AND EDUCATION$14,000
ICE-CIM
INTEGRATIVE MEDICINE CONFERENCE520 SW YAMHILL 430PORTLANDOR97204N/A501C3RESEARCH AND EDUCATION$10,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year435000TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$24ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$24ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA24TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo (2 entries)

Contributor NumberContributorNumberContributor Name IndividualContributorNameIndividualAddress Line1ContributorAddressUS/AddressLine1Address Line2ContributorAddressUS/AddressLine2CityContributorAddressUS/CityStateContributorAddressUS/StateZIP CodeContributorAddressUS/ZIPCodeAggregate ContributionsAggregateContributionsPerson Contribution TypePersonContributionType
1DR ANDREW WEIL1670 N KOLB RDSUITE 240TUCSONAZ85715521750X
2VASYLI LLC4040 CIVIC CENTER DR STE 430SAN RAFAELCA9490360000X

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategory
Amount$3,655Amount

Compensation Explanation CompensationExplanation

Compensation Compensation (10 entries)

DR ANDREW WEIL
JAMES DALEN MD
RICHARD BAXTER
HUMBERTO LOPEZ
LURA LOVELL
ROBERT SARVER
DONALD ABRAMS MD
DARIA MYERS
ADELE SIMMONS
NANCY OLMSTEAD

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (6 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooks
EXPENSES
INSURANCE2100
MISCELLANEOUS245
SUPPLIES300
POSTAGE AND DELIVERY136
DUES AND SUBSCRIPTIONS695

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionUNCONDITIONAL PROMISE TO GIVEDescription
BOY Book Value250000BOYBookValue
EOY Book Value250000EOYBookValue

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

FieldValueIRS element (for citing)
CategoryOTHER PROFESSIONAL FEESCategory
Amount$60,350Amount

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