THE WEIL FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
THE WEIL FOUNDATION (EIN 86-1049023)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-06-11
IRS object ID
201201639349100205
Schema version
2011v1.2
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)
Timestamp2012-06-11T10:41:49-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

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 Date2011-01-01TaxPeriodBeginDate

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 Signed2012-05-31DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameCHRIS WM LUDWIG CPAName
Phone5205450500Phone
Date Prepared2012-05-31DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeXAddressChange
Exempt PFXExemptPF
FMV Assets EOY623016FMVAssetsEOY
Method Of Accounting AccrualXMethodOfAccountingAccrual

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss550992ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss50InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm50InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm50InterestOnSavingsAdjNetIncm
Total Revenue And Expenses551042TotalRevenueAndExpenses
Total Net Investment Income50TotalNetInvestmentIncome
Total Adjusted Net Income50TotalAdjustedNetIncome
Other Prof Fees Rev And Expnss55443OtherProfFeesRevAndExpnss
Trav Conf Meeting Rev And Expnss2864TravConfMeetingRevAndExpnss
Printing And Pub Rev And Expnss3125PrintingAndPubRevAndExpnss
Other Expenses Rev And Expnss3789OtherExpensesRevAndExpnss
Tot Opr Expenses Rev And Expnss65221TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss646279ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps646279ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss711500TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps646279TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-160458ExcessOfRevenueOverExpenses
Net Investment Income50NetInvestmentIncome
Adjusted Net Income50AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY21652CashBOY
Cash EOY19613CashEOY
Cash EOYFMV19613CashEOYFMV
Savings And Temp Cash Invst BOY717209SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY583790SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV603403SavingsAndTempCashInvstEOYFMV
Total Assets BOY738861TotalAssetsBOY
Total Assets EOY603403TotalAssetsEOY
Total Assets EOYFMV623016TotalAssetsEOYFMV
Grants Payable EOY25000GrantsPayableEOY
Other Liabilities BOY250000OtherLiabilitiesBOY
Other Liabilities EOY250000OtherLiabilitiesEOY
Total Liabilities BOY250000TotalLiabilitiesBOY
Total Liabilities EOY275000TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY488861UnrestrictedBOY
Unrestricted EOY328403UnrestrictedEOY
Total Net Assets BOY488861TotalNetAssetsBOY
Total Net Assets EOY328403TotalNetAssetsEOY
Total Liabilities Net Assets BOY738861TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY603403TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY488861TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-160458ExcessOfRevenueOverExpenses
Subtotal328403Subtotal
Total Net Assets Fund Balances EOY328403TotalNetAssetsFundBalancesEOY

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 Tax1InvestmentIncomeExciseTax
Subtotal1Subtotal
Tax Based On Investment Income1TaxBasedOnInvestmentIncome
Tax Paid With Extension1TaxPaidWithExtension
Total Credits And Payments1TotalCreditsAndPayments
Amount Credited To Next Year0AmountCreditedToNextYear

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

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

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 240TUCSONAZ85715CHAIRMAN5.00000
JAMES DALEN MD
5305 N VIA VELAZQUEZTUCSONAZ85750EXEC. DIR.20.00000
RICHARD BAXTER
4975 N LA LOMITATUCSONAZ85718SECY/TREAS2.00000
HUMBERTO LOPEZ
3901 E BROADWAYTUCSONAZ85711DIRECTOR2.00000
LURA LOVELL
8400 N NATIONAL DRTUCSONAZ85742VICE CHAIRMA2.00000
ROBERT SARVER
5710 N YUCCAPARADISE VALLEYAZ85253DIRECTOR2.00000
DONALD ABRAMS MD
1701 DIVISADERO ST 150SAN FRANCISCOCA94115DIRECTOR2.00000
DARIA MYERS
767 FIFTH AVE SUITE 4200NEW YORKNY10153DIRECTOR2.00000
ADELE SIMMONS
643 W ARLINGTON PLACECHICAGOIL60614DIRECTOR2.00000
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 Balances671325AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets673126TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets673126AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable10097CashDeemedCharitable
Net Noncharitable Assets663029NetNoncharitableAssets
Minimum Investment Return33151MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return33151MinimumInvestmentReturn
Tax Based On Investment Income1TaxBasedOnInvestmentIncome
Total Tax1TotalTax
Distributable Amount Before Adj33150DistributableAmountBeforeAdj
Distributable Amount Before Ded33150DistributableAmountBeforeDed
Distributable Amount As Adjusted33150DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions646279ExpensesAndContributions
Qualifying Distributions646279QualifyingDistributions
Adj Qualifying Distributions646279AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted33150DistributableAmountAsAdjusted
Excess Distri Carryover Year5269623ExcessDistriCarryoverYear5
Excess Distri Carryover Year4590680ExcessDistriCarryoverYear4
Excess Distri Carryover Year3604285ExcessDistriCarryoverYear3
Excess Distri Carryover Year1393782ExcessDistriCarryoverYear1
Total Excess Distri Carryover1858370TotalExcessDistriCarryover
Qualifying Distributions646279QualifyingDistributions
Applied To Current Year33150AppliedToCurrentYear
Remaining Distri From Corpus613129RemainingDistriFromCorpus
Total Corpus2471499TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year5269623ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year2201876ExcessDistriCyovToNextYear
Excess From Year4590680ExcessFromYear4
Excess From Year3604285ExcessFromYear3
Excess From Year1393782ExcessFromYear1
Excess From Current Year613129ExcessFromCurrentYear

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 (21 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$15,000
CAROLINAS HEALTH CARE
FELLOWSHIP IN INTEGRATIVE MEDICINE1221 E MOREHEAD STCHARLOTTENC28204N/A501C3RESEARCH AND EDUCATION$10,000
CONSORTIUM OF ACADEMIC HEALTH CENTE
INTEGRATIVE MEDICINE (CAHCIM)420 DELEWARE ST SEMINNEAPOLISMN55455N/A501C3RESEARCH AND EDUCATION$92,785
HENNEPIN CO MED CTR DEPT OF FAM
FAMILY MEDICINE RESIDENCY701 PARK AVEMINNEAPOLISMN55415N/A501C3RESEARCH AND EDUCATION$10,000
MAINE MEDICAL CENTER
FAMILY MEDICINE RESIDENCY22 BRAMHALL STPORTLANDME04102N/A501C3RESEARCH AND EDUCATION$10,000
MAINE-DARTMOUTH
FAMILY MEDICINE RESIDENCY15 E CHESTNUT STAUGUSTAME04330N/A501C3RESEARCH AND EDUCATION$10,000
MEMORIAL HEALTH UNIV MEDICAL CEN
FAMILY MEDICINE RESIDENCY4700 WATERS AVESAVANNAHGA31404N/A501C3RESEARCH AND EDUCATION$10,000
MOREHOUSE SCHOOL OF MEDICINE
INTEGRATIVE MEDICINE FACULTY TRAINING720 WESTVIEW DRATLANTAGA30310N/A501C3RESEARCH AND EDUCATION$25,000
NORTH COUNTY HEALTHCARE
FAMILY MEDICINE RESIDENCY2920 N FOURTH STFLAGSTAFFAZ86004N/A501C3RESEARCH AND EDUCATION$6,450
NORTHWESTERN UNIVERSITY
INTEGRATIVE MEDICINE FACULTY TRAINING633 CLARK STEVANSTONIL60208N/A501C3RESEARCH AND EDUCATION$25,000
SOCIETY FOR INTEGRATIVE ONCOLOGY
INTEGRATIVE MEDICINE CONFERENCE1429 FIRST AVENEW YORKNY10021N/A501C3RESEARCH AND EDUCATION$5,000
SUTTER MED CTR OF SANTA ROSAFAM
FAMILY MEDICINE RESIDENCY3325 CHANATE RDSANTA ROSACA95404N/A501C3RESEARCH AND EDUCATION$10,544
THE BRAVEWELL COLLABORATIVE CONTRIB
FAMILY MEDICINE RESIDENCY1818 OLIVER AVE SOUTHMINNEAPOLISMN55405N/A501C3RESEARCH AND EDUCATION$1,500
THE MARQUETTE GENERAL FOUNDATION
FAMILY MEDICINE RESIDENCY580 WEST COLLEGE AVEMARQUETTE TOWNSHIP MIMI49855N/A501C3RESEARCH AND EDUCATION$5,000
UCLA FOUNDATION FUND 6695
INTEGRATIVE MEDICINE FACULTY TRAINING2428 SANTA MONICA BLVDSANTA MONICACA90404N/A501C3RESEARCH AND EDUCATION$5,000
UNIV OF AZ FDNAZ CTR FOR INTEGRATI
INTEGRATIVE MEDICINE RESIDENCY1111 N CHERRY AVETUCSONAZ85721N/A501C3RESEARCH AND EDUCATION$300,000
UNIV OF CONNECTICUT
INTEGRATIVE MEDICINE LECTURE263 FARMINGTON AVEFARMINGTONCT06030N/A501C3RESEARCH AND EDUCATION$10,000
UNIV OF MED & DENT OF NJDEPT FA
INTEGRATIVE MEDICINE FACULTY TRAINING65 BERGEN ST ROOM 13UNIVERSITY HEIGHTS NEWNJ07107N/A501C3RESEARCH AND EDUCATION$25,000
UNIV OF TEXAS MEDICAL BRANCH
INTEGRATIVE MEDICINE FACULTY TRAINING301 UNIVERSITY BLVDGALVESTONTX77555N/A501C3RESEARCH AND EDUCATION$10,000
UNIVERSITY OF WISCONSIN
FELLOWSHIP IN INTEGRATIVE RESIDENCYDEPT OF FAMILY MEDICINEMADISONWI53715N/A501C3RESEARCH AND EDUCATION$10,000
UNM HEALTH SCIENCE CENTER
INTERNAL MEDICINE RESIDENCY1 UNIV OF NEW MEXICOALBUQUERQUENM87131N/A501C3RESEARCH AND EDUCATION$50,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year646279TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$50ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$50ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA50TotalPartXVIA

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

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualDR ANDREW WEILContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line11670 N KOLB RDAddressLine1
Address Line2SUITE 240AddressLine2
CityTUCSONCity
StateAZState
ZIP Code85715ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions550000AggregateContributions
Person Contribution TypeXPersonContributionType

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 (5 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooks
EXPENSES
INSURANCE2100
MISCELLANEOUS1279
SUPPLIES300
POSTAGE AND DELIVERY110

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)
CategoryINDIRECT OTHER PROFESSIONAL FEESCategory
Amount$55,443Amount

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