THEODORE AND RENEE WEILER FOUNDATION INC: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: THEODORE AND RENEE WEILER FOUNDATION INC (EIN 13-6181441)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-05-04
IRS object ID: 201241259349100449
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
Form 990-PF
Accounting Fees Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Other Assets Schedule
Other Expenses Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-05-04T12:13:45-07:00	Timestamp
Tax Period End Date	2011-12-31	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	2011-01-01	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	2012-05-04	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

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

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Address Change	X	AddressChange
Exempt PF	X	ExemptPF
FMV Assets EOY	8650655	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Dividends Rev And Expnss	122124	DividendsRevAndExpnss
Dividends Net Invst Incm	122124	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	544258	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	3622230	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	544258	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	666382	TotalRevenueAndExpenses
Total Net Investment Income	666382	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	6313	TaxesRevAndExpnss
Printing And Pub Rev And Expnss	1229	PrintingAndPubRevAndExpnss
Printing And Pub Dsbrs Chrtbl Prps	1229	PrintingAndPubDsbrsChrtblPrps
Other Expenses Rev And Expnss	22978	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	22103	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	875	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	80520	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	35103	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	39104	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	960750	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	960750	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	1041270	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	35103	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	999854	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-374888	ExcessOfRevenueOverExpenses
Net Investment Income	631279	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	313731	CashBOY
Cash EOY	91025	CashEOY
Cash EOYFMV	91025	CashEOYFMV
Savings And Temp Cash Invst BOY	2832784	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	2502818	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	2502818	SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY	3642896	InvestmentsCorpStockBOY
Investments Corp Stock EOY	5532659	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	4006928	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	296829	InvestmentsCorpBondsBOY
Investments Other BOY	3353593	InvestmentsOtherBOY
Investments Other EOY	1934756	InvestmentsOtherEOY
Investments Other EOYFMV	2040360	InvestmentsOtherEOYFMV
Other Assets BOY	5837	OtherAssetsBOY
Other Assets EOY	9524	OtherAssetsEOY
Other Assets EOYFMV	9524	OtherAssetsEOYFMV
Total Assets BOY	10445670	TotalAssetsBOY
Total Assets EOY	10070782	TotalAssetsEOY
Total Assets EOYFMV	8650655	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	10445670	CapitalStockBOY
Capital Stock EOY	10070782	CapitalStockEOY
Total Net Assets BOY	10445670	TotalNetAssetsBOY
Total Net Assets EOY	10070782	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	10445670	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	10070782	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	10445670	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-374888	ExcessOfRevenueOverExpenses
Subtotal	10070782	Subtotal
Total Net Assets Fund Balances EOY	10070782	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (24 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
100,000 Merrill Lynch-3.531%,7/2511	P	2009-10-23	2011-07-25	100000	100000
100,000 Gov't Backed Tr-5/15/11	P	2009-10-23	2011-05-15	100000	100000
100,000 American Express Cr-6/16/11	P	2010-03-15	2011-06-16	100000	100000
15 Visa Inc-Exp Calls	P	2010-09-20	2011-01-22	5250		5250	5250
Clovis Capital	P	2006-01-01	2011-12-09	792991	500000	292991	292991
Conatus Capital	P	2007-12-10	2011-10-14	970600	1000000	-29400	-29400
Bank of America-Settlement	P	2011-09-19	2011-09-19	15		15	15
Motorola Cprp-Settlement	P	2011-08-10	2011-08-10	90		90	90
Lucent Tech-Settlement	P	2011-07-24	2011-07-24	82		82	82
100 Sandisk Corp-Exp Calls	P	2011-03-30	2011-05-21	19898		19898	19898
100 Morgan Stanley-Exp Calls	P	2011-01-24	2011-04-16	6798		6798	6798
10,000 Sandisk Corp	P	2011-03-23	2011-10-26	472089	431043	41046	41046
1,800 Pacific Enterprises Pfd $4.40	P	1987-01-16	2011-06-30	182700	103050	79650	79650
2,000 Weatherford International	P	2010-05-04	2011-01-21	43787	35553	8234	8234
10,000 Bank of America	P	2010-10-19	2011-04-27	122892	119657	3235	3235
9,440 Alliance Bernstein Global RE Fd	P	2010-09-21	2011-05-04	1126	1126
20 Qualcomm Inc-Exp Calls	P	2011-09-14	2011-10-22	3000		3000	3000
4 CME Group Inc-Exp Call	P	2011-04-06	2011-05-21	4200		4200	4200
10 United StatesSteel-Exp Calls	P	2011-03-29	2011-05-21	2350		2350	2350
1,500 Visa Inc	P	2010-08-26	2011-05-17	116998	105000	11998	11998
2,500 Sandisk Corp	P	2011-06-10	2011-11-18	121873	104596	17277	17277
1,000 Goldman Sachs Group	P	2010-08-11	2011-01-21	167997	149198	18799	18799
500 Apple Inc	P	2010-08-11	2011-01-21	147497	125245	22252	22252
4,000 Adobe Systems	P	2010-10-06	2011-02-18	139997	103504	36493	36493

Field	Value	IRS element (for citing)
Capital Gain Net Income	544258	CapitalGainNetIncome
Net Short Term Capital Gain Or Loss	201017	NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	978067	QualifyingDistributionsYear1
Noncharitable Assets Year1	9994217	NoncharitableAssetsYear1
Distribution Ratio Year1	0.09786	DistributionRatioYear1
Qualifying Distributions Year2	869886	QualifyingDistributionsYear2
Noncharitable Assets Year2	9511868	NoncharitableAssetsYear2
Distribution Ratio Year2	0.09145	DistributionRatioYear2
Qualifying Distributions Year3	885500	QualifyingDistributionsYear3
Noncharitable Assets Year3	10880102	NoncharitableAssetsYear3
Distribution Ratio Year3	0.08139	DistributionRatioYear3
Qualifying Distributions Year4	870306	QualifyingDistributionsYear4
Noncharitable Assets Year4	12722078	NoncharitableAssetsYear4
Distribution Ratio Year4	0.06841	DistributionRatioYear4
Qualifying Distributions Year5	837556	QualifyingDistributionsYear5
Noncharitable Assets Year5	12097478	NoncharitableAssetsYear5
Distribution Ratio Year5	0.06923	DistributionRatioYear5
Total Distribution Ratio	0.40835	TotalDistributionRatio
Average Distribution Ratio	0.08167	AverageDistributionRatio
Net Noncharitable Assets	9434297	NetNoncharitableAssets
Adjusted Noncharitable Assets	770490	AdjustedNoncharitableAssets
One Percent Net Investment Income	6313	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	776803	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	999854	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	6313	InvestmentIncomeExciseTax
Subtotal	6313	Subtotal
Tax Based On Investment Income	6313	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	15837	EstTaxPaymentsAndOverpayment
Total Credits And Payments	15837	TotalCreditsAndPayments
Overpayment	9524	Overpayment
Amount Credited To Next Year	9524	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	false	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	9443569	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	134397	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	9577966	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Adj Total FMV Of Unused Assets	9577966	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	143669	CashDeemedCharitable
Net Noncharitable Assets	9434297	NetNoncharitableAssets
Minimum Investment Return	471715	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	471715	MinimumInvestmentReturn
Tax Based On Investment Income	6313	TaxBasedOnInvestmentIncome
Total Tax	6313	TotalTax
Distributable Amount Before Adj	465402	DistributableAmountBeforeAdj
Distributable Amount Before Ded	465402	DistributableAmountBeforeDed
Distributable Amount As Adjusted	465402	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	999854	ExpensesAndContributions
Qualifying Distributions	999854	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	6313	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	993541	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	465402	DistributableAmountAsAdjusted
Excess Distri Carryover Year5	244716	ExcessDistriCarryoverYear5
Excess Distri Carryover Year4	259408	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	341495	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	403103	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	497872	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	1746594	TotalExcessDistriCarryover
Qualifying Distributions	999854	QualifyingDistributions
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	465402	AppliedToCurrentYear
Remaining Distri From Corpus	534452	RemainingDistriFromCorpus
Total Corpus	2281046	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov From Year5	244716	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	2036330	ExcessDistriCyovToNextYear
Excess From Year4	259408	ExcessFromYear4
Excess From Year3	341495	ExcessFromYear3
Excess From Year2	403103	ExcessFromYear2
Excess From Year1	497872	ExcessFromYear1
Excess From Current Year	534452	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

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

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (112 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
World Federation of Bergen Belson A
633 Third Ave-21st Fl	New York	NY	10017	N/A	Public	General & Capital Purposes, unless noted	$15,000
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	$8,000
Palm Beach Pops
500 S Australian Ave-Ste 100	West Palm Beach	FL	33401	N/A	Public	General & Capital Purposes, unless noted	$500
One Jerusalem Charitable Educationa
136 East 39th Street	New York	NY	10016	N/A	Public	General & Capital Purposes, unless noted	$20,000
New York Gothams Youth Baseball
54 Morningside Drive 21	New York	NY	10028	N/A	Public	General & Capital Purposes, unless noted	$2,000
Nassau County Police Department Fdn
1490 Franklin Ave	Mineola	NY	11501	N/A	Public	General & Capital Purposes, unless noted	$10,000
Lifeline Humanitarian Organization
200 N Michigan Ave	Chicago	IL	60601	N/A	Public	General & Capital Purposes, unless noted	$500
Jewish Institute Nat'l Security Aff
1307 New York Ave NW	Washington	DC	20005	N/A	Public	General & Capital Purposes, unless noted	$25,000
Jewish Guild for the Blind
15 W 65th Street	New York	NY	10023	N/A	Public	General & Capital Purposes, unless noted	$1,500
Jewish Adoption Foster Care Options
4200 N University Drive	Sunrise	FL	33351	N/A	Public	General & Capital Purposes, unless noted	$1,000
Jerusalem Foundation
420 Lexington Ave-Ste 1645	New York	NY	10170	N/A	Public	General & Capital Purposes, unless noted	$2,500
International Center of Photography
1114 Ave of the Americas	New York	NY	10036	N/A	Public	General & Capital Purposes, unless noted	$1,000
Hope Heroes Children's Cancer Fund
161 Fort Washington Ave-7th Fl	New York	NY	10032	N/A	Public	General & Capital Purposes, unless noted	$1,000
Grand Street Settlement
80 Pitt Street	New York	NY	10035	N/A	Public	General & Capital Purposes, unless noted	$1,000
Friends of the IDF
350 Fifth Avenue-Ste 2011	New York	NY	10117	N/A	Public	General & Capital Purposes, unless noted	$2,500
Eightorial Coalition Inc
57 Crystal Street	Harrison	NY	10528	N/A	Public	General & Capital Purposes, unless noted	$10,000
Edwin Gould Services-Children Famil
151 Lawrence Street	Brooklyn	NY	11201	N/A	Public	General & Capital Purposes, unless noted	$2,500
Center for Addiction Substance Abus
633 Third Avenue	New York	NY	10017	N/A	Public	General & Capital Purposes, unless noted	$2,500
Carmel Academy
270 Lake Ave	Greenwich	CT	06830	N/A	Public	General & Capital Purposes, unless noted	$2,500
Cancer Center for Kids
120 Mineola Blvd	Mineola	NY	11501	N/A	Public	General & Capital Purposes, unless noted	$2,000
Berkshire Farm Ctr Services for You
13640 Route 22	Canaan	NY	12029	N/A	Public	General & Capital Purposes, unless noted	$1,000
Association of Community Employment
598 Broadway-7th Floor	New York	NY	10012	N/A	Public	General & Capital Purposes, unless noted	$2,500
ASOLO Repertory Theatre
5555 N Tamiami Trail	Sarasota	FL	32243	N/A	Public	General & Capital Purposes, unless noted	$5,000
Animal Medical Center
510 E 62nd Street	New York	NY	10065	N/A	Public	General & Capital Purposes, unless noted	$2,000
American Friends of Hebrew Universi
7280 W Palmetto Park Road	Boca Raton	FL	33433	N/A	Public	General & Capital Purposes, unless noted	$1,500
Admiral's Cove Cares Charitable Fdn
200 Admirals Cove Blvd	Jupiter	FL	33477	N/A	Public	General & Capital Purposes, unless noted	$2,000
Westside Jewish Community Center
5870 W Olympic Blvd	Los Angeles	CA	90036	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	$6,000
Rockefeller University
1230 York Ave-PO Box 164	New York	NY	10065	N/A	Public	General & Capital Purposes, unless noted	$1,500
Our Space Inc
464 Common Street	Belmont	NY	02478	N/A	Public	General & Capital Purposes, unless noted	$5,000
NYU Langone Medical Center
One Park Ave-17th Fl	New York	NY	10016	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
Bard College Associates Program
PO Box 5000	Annandaleon Hudson	NY	12504	N/A	Public	General & Capital Purposes, unless noted	$2,500
Assoc of Israel Decorative Arts
110 East 59th Street-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
733 Cornaga Court	Far Rockaway	NY	11691	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	$8,000
FSH Society Inc
64 Grove Street	Watertown	MA	02472	N/A	Public	General & Capital Purposes, unless noted	$1,000
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	$16,000
City Harvest
575 Eighth Ave-4th Floor	New York	NY	10018	N/A	Public	General & Capital Purposes, unless noted	$2,250
Children's Store Front
70 E 129th Street	New York	NY	10035	N/A	Public	General & Capital Purposes, unless noted	$1,750
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
69-730 Highway 111	Rancho Mirage	CA	92270	N/A	Public	General & Capital Purposes, unless noted	$5,000
Pediatric Cancer Foundation
23 Rockinghorse Trail	Rye Brook	NY	10573	N/A	Public	General & Capital Purposes, unless noted	$1,000
Marine Corps Law Enforcement Fdn
10 Rockefeller Plaza-Ste 1007	New York	NY	10020	N/A	Public	General & Capital Purposes, unless noted	$5,000
Cradle of Aviation Museum
One Davis Avenue	Garden City	NY	11530	N/A	Public	General & Capital Purposes, unless noted	$5,000
Cong Emanu-el of Westchester
2125 Westchester Ave East	Rye	NY	10580	N/A	Public	General & Capital Purposes, unless noted	$3,250
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
Bloom's Syndrome Foundation
7095 Hollywood Blvd	Los Angeles	CA	90028	N/A	Public	General & Capital Purposes, unless noted	$5,000
Westchester Jewish Community Servic
845 North Broadway	White Plains	NY	10603	N/A	Public	General & Capital Purposes, unless noted	$11,000
Tikva Odessa Children's Home
40 W 23rd Street-35th Floor	New York	NY	10010	N/A	Public	General & Capital Purposes, unless noted	$1,000
Paley Center for Media
25 West 52nd Street	New York	NY	10019	N/A	Public	General & Capital Purposes, unless noted	$35,000
Museum of the Moving Image
35 Avenue 36th Street	Astoria	NY	11106	N/A	Public	General & Capital Purposes, unless noted	$3,000
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
US Holocaust Memorial Museum
100 Raoul Wallenberg Place	Washington	DC	20024	N/A	Public	General & Capital Purposes, unless noted	$12,500
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
450 W 33rd Street	New York	NY	10001	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	$2,200
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	$105,000
Ovarian Cancer Research Fund
14 Pennsylvania Plaza	New York	NY	10122	N/A	Public	General & Capital Purposes, unless noted	$1,300
Norton Museum of Art
1451 S Olive Ave	W Palm Beach	FL	33401	N/A	Public	General & Capital Purposes, unless noted	$11,000
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	$14,000
Musicals Tonight Inc
150 West 79th Street	New York	NY	10024	N/A	Public	General & Capital Purposes, unless noted	$1,000
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	$11,500
Metropolitan Museum of Art
1000 5th Avenue	New York	NY	10028	N/A	Public	General & Capital Purposes, unless noted	$6,500
McCarton Foundation
350 East 82nd Street	New York	NY	10028	N/A	Public	General & Capital Purposes, unless noted	$5,000
Malty Jupiter Theater
1001 E Indiantown Rd	Jupiter	FL	33477	N/A	Public	General & Capital Purposes, unless noted	$10,000
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	$10,000
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
Jay Street	Katonah	NY	10536	N/A	Public	General & Capital Purposes, unless noted	$3,000
Jacob Burns Film Center
405 Manville Road	Pleasantville	NY	10570	N/A	Public	General & Capital Purposes, unless noted	$22,500
Israel Air Force Center Fdn
2300 Computer Ave-Ste D-18	Willow Grove	PA	19090	N/A	Public	General & Capital Purposes, unless noted	$25,000
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	$30,000
Federal Drugs Agent Fdn
380 North Broadway-2nd Fl	Jericho	NY	11753	N/A	Public	General & Capital Purposes, unless noted	$12,000
Ethical Culture Fieldston Sch
33 Central Park West	New York	NY	10023	N/A	Public	General & Capital Purposes, unless noted	$2,000
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	$5,000
Children's Theatre Company
526 W 26th St-Ste 1012	New York	NY	10003	N/A	Public	General & Capital Purposes, unless noted	$7,500
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	$4,000
Ballet Theatre Foundation
890 Broadway	New York	NY	10003	N/A	Public	General & Capital Purposes, unless noted	$5,000
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	$100,000
Amer Fdn for AIDS Research
120 Wall Street	New York	NY	10005	N/A	Public	General & Capital Purposes, unless noted	$10,000
American Cancer Society
2600 US Highway 1	North Brunswick	NJ	08902	N/A	Public	General & Capital Purposes, unless noted	$3,000
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	960750	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	$122,124	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$544,258	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$666,382	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	666382	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

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 (36 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
Youko Inc	99828	62680
Weyerthaeuser Co	91410	74680
Weyerthaeuser Co	70346	56010
Weatherford International Inc-Calls
Visa Inc-Calls
United States Steel	129479	66150
United States Steel	201829	105840
Qualcomm Inc	97000	109400
Nvidia Corp	425604	277200
Nvidia Corp	108634	69300
Nvidia Corp	109502	69300
Microsoft Corp	536805	519200
Microsoft Corp	111840	103840
Microsoft Corp	112402	103840
Goldman Sachs Group-Calls
Ford Motor Co	100000	107600
CME Corp	116000	97468
Broadcom Corp	116866	88080
Broadcom Corp	138021	102760
Apple-Calls
Weatherford International Inc
Visa Inc
Petroleo Brasileiro SA	374302	248500
Petroleo Brasileiro SA	124683	74550
Morgan Stanley	269655	151300
Huntington Bancshares Inc	98056	82350
Goldman Sachs Group Inc
Cisco Systems Inc	132937	126560
Cisco Systems Inc	411400	361600
Cisco Systems Inc	83060	72320
Bank of America Corp	93600	55600
Bank of America Corp
Apple Inc
Adobe Systems Inc
CBRE Clarion Global REIT	1379400	820800
Pacific Enterprises Pfd-$4.40

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	870366	825592
Crestwood Capital	AT COST	1000000	1150378
Conatus Capital Overseas Ltd	AT COST	48530	48530
Clovis Capital Partners	AT COST	15860	15860

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Field	Value	IRS element (for citing)
Description	Prepaid Excise Tax	Description
BOY Book Value	5837	BOYBookValue
EOY Book Value	9524	EOYBookValue
EOYFMV	9524	EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Disbursements Charitable PrpsDisbursementsCharitablePrps	Net Investment IncomeNetInvestmentIncome
Publication Notice	125	125
Investment & Custody Fees	21913		21913
Filing Fee	750	750
Bank & Wire Fees	190		190

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

Taxes Schedule TaxesSchedule

Taxes Taxes

Field	Value	IRS element (for citing)
Category	Excise Tax -2011	Category
Amount	$6,313	Amount

THEODORE AND RENEE WEILER FOUNDATION INC: Form 990PF, tax year 2011

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 (24 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 (112 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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (36 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

Taxes Schedule TaxesSchedule

Taxes Taxes

Comments