WEIL FAMILY FOUNDATION: Form 990PF, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- WEIL FAMILY FOUNDATION (EIN 95-2379787)
- Tax period
- 2009-12-01 to 2010-11-30
- Filed
- 2011-04-15
- IRS object ID
- 201111059349100211
- Schema version
- 2009v1.7
- 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
- Amortization Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-04-15T14:17:32-07:00 | Timestamp |
| Tax Period End Date | 2010-11-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Levinson Simon Hein & Bilkey PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 566 West Lake Street Suite 300 | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 606611414 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2009-12-01 | 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 | 7607784911 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 71-170 TAMARISK LANE | AddressLine1 |
| City | RANCHO MIRAGE | City |
| State | CA | State |
| ZIP Code | 92270 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MAX HARRY WEIL MD PhD | Name |
| Title | PRESIDENT | Title |
| Date Signed | 2011-04-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Howard Levinson | Name |
| Phone | 3126550037 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1107750 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 72942 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 26926 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 26926 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 26926 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 4563 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 54397 | GrossSalesPrice |
| Total Revenue And Expenses | 104431 | TotalRevenueAndExpenses |
| Total Net Investment Income | 26926 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 26926 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 15560 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 4564 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 10996 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 3964 | LegalFeesRevAndExpnss |
| Legal Fees Dsbrs Chrtbl Prps | 3964 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 900 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 900 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | -119 | TaxesRevAndExpnss |
| Taxes Dsbrs Chrtbl Prps | -119 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Trav Conf Meeting Rev And Expnss | 4666 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 4666 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 11678 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 3277 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 11346 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 36649 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 7841 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 31753 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 5751 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 5751 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 42400 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 7841 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 37504 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 62031 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 19085 | NetInvestmentIncome |
| Adjusted Net Income | 26926 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 44017 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 13778 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 21924 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1069377 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1161980 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1085826 | InvestmentsCorpStockEOYFMV |
| Land Building And Equipment Basis | 16481 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 16481 | AccumDeprecLandBldgAndEquip |
| Other Assets BOY | 1326 | OtherAssetsBOY |
| Other Assets EOY | 993 | OtherAssetsEOY |
| Total Assets BOY | 1114720 | TotalAssetsBOY |
| Total Assets EOY | 1176751 | TotalAssetsEOY |
| Total Assets EOYFMV | 1107750 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Paid In Or Capital Surplus BOY | 326631 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 326631 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 788089 | RetainedEarningsBOY |
| Retained Earnings EOY | 850120 | RetainedEarningsEOY |
| Total Net Assets BOY | 1114720 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1176751 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1114720 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1176751 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1114720 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 62031 | ExcessOfRevenueOverExpenses |
| Subtotal | 1176751 | Subtotal |
| Total Net Assets Fund Balances EOY | 1176751 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 62727 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 867600 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.07230 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 59734 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 988058 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.06046 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 60583 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1034329 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.05857 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 52874 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 762729 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.06932 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 37453 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 591842 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.06328 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.32393 | TotalDistributionRatio |
| Average Distribution Ratio | 0.06479 | AverageDistributionRatio |
| Net Noncharitable Assets | 1071746 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 69434 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 191 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 69625 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 37504 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 382 | InvestmentIncomeExciseTax |
| Subtotal | 382 | Subtotal |
| Tax Based On Investment Income | 382 | TaxBasedOnInvestmentIncome |
| Tax Due | 382 | TaxDue |
| Amount Credited To Next Year | 0 | 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 | CA | 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 | MAX HARRY WEIL MD PhD | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 7607784911 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 71-170 TAMARISK LANE | AddressLine1 |
| City | RANCHO MIRAGE | City |
| State | CA | State |
| ZIP Code | 92270 | ZIPCode |
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 | false | 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 (8 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| DIANNE GREENSTEIN | ||||||
| 104 CORTE BELLA | PALM DESERT | CA | 92260 | Treasurer | 2.00 | 10996 |
| DAVID MEDINE | ||||||
| 7417 HELMSDALE ROAD | BETHESDA | MD | 20817 | Trustee | 0.00 | 0 |
| CAROL WEIL MEDINE | ||||||
| 7417 HELMSDALE ROAD | BETHESDA | MD | 20817 | Trustee | 0.00 | 0 |
| SUSAN WEIL ADESMAN | ||||||
| 400 WOODWARD ROAD | ROSE VALLEY | PA | 19063 | Trustee | 0.00 | 0 |
| AILEEN MOLSCEN | ||||||
| 16502 LAPOSADA | SURPRISE | AZ | 85374 | Secretary | 2.00 | 4564 |
| MICHAEL ADESMAN | ||||||
| 400 WOODWARD ROAD | ROSE VALLEY | PA | 19063 | Vice President | 0.00 | 0 |
| MARIANNE WEIL | ||||||
| 1001 LINDENWOOD | LOS ANGELES | CA | 90049 | Trustee | 0.00 | 0 |
| MAX HARRY WEIL MD PhD | ||||||
| 71-170 TAMARISK LANE | RANCHO MIRAGE | CA | 92270 | PRESIDENT | 5.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
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 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1043408 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 43500 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 1159 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1088067 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 1088067 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 16321 | CashDeemedCharitable |
| Net Noncharitable Assets | 1071746 | NetNoncharitableAssets |
| Minimum Investment Return | 53587 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 53587 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 382 | TaxBasedOnInvestmentIncome |
| Total Tax | 382 | TotalTax |
| Distributable Amount Before Adj | 53205 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 53205 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 53205 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 37504 | ExpensesAndContributions |
| Qualifying Distributions | 37504 | QualifyingDistributions |
| Adj Qualifying Distributions | 37504 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 53205 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 8748 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 15012 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 9203 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 10814 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 19671 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 63448 | TotalExcessDistriCarryover |
| Qualifying Distributions | 37504 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 37504 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 15701 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 15701 | ExcessDistriCyovAppliedCY |
| Total Corpus | 47747 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 47747 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 8059 | ExcessFromYear4 |
| Excess From Year3 | 9203 | ExcessFromYear3 |
| Excess From Year2 | 10814 | ExcessFromYear2 |
| Excess From Year1 | 19671 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (22 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|
| TEMPLE ISIAH | |||||
| 322 W ALEJO ROAD | PALM DESERT | CA | 92262 | CHARITABLE | $880 |
| SISTERS OF THE HOLY NAMES OF JESUS | |||||
| 2911 W Ft Wright Drive | Spokane | WA | 99224 | CHARITABLE | $540 |
| USO | |||||
| 71-170 TAMARISK LANE | RANCHO MIRAGE | CA | 92270 | CHARITABLE | $20 |
| STROKE RECOVERY FOUNDATION | |||||
| 71-170 TAMARISK LANE | RANCHO MIRAGE | CA | 92270 | CHARITABLE | $50 |
| STROKE ACTIVITY CENTER | |||||
| 71-170 TAMARISK LANE | RANCHO MIRAGE | CA | 92270 | CHARITABLE | $50 |
| SIOROPTIMIST INTERNATIONAL PD | |||||
| 71-170 TAMARISK LANE | RANCHO MIRAGE | CA | 92270 | CHARITABLE | $50 |
| ROTARY CLUB OF RANCHO MIRAGE | |||||
| 71-170 TAMARISK LANE | RANCHO MIRAGE | CA | 92270 | CHARITABLE | $130 |
| PEGASUS RIDING ACADEMY | |||||
| 71-170 TAMARISK LANE | RANCHO MIRAGE | CA | 92270 | CHARITABLE | $50 |
| PALM SPRINGS ART MUSEUM | |||||
| 71-170 TAMARISK LANE | RANCHO MIRAGE | CA | 92270 | CHARITABLE | $25 |
| JEWISH FEDERATION | |||||
| 71-170 TAMARISK LANE | RANCHO MIRAGE | CA | 92270 | CHARITABLE | $2,000 |
| JEWISH DEFENSE LEAGUE | |||||
| 71-170 TAMARISK LANE | RANCHO MIRAGE | CA | 92270 | CHARITABLE | $250 |
| HADASSAH | |||||
| 71-170 TAMARISK LANE | RANCHO MIRAGE | CA | 92270 | CHARITABLE | $40 |
| ANTI-DEFAMATION LEAGUE | |||||
| 70-170 TAMARISK LANE | RANCHO MIRAGE | CA | 92270 | CHARITABLE | $100 |
| ALZHEIMERS ASSOC | |||||
| 71-170 TAMARISK LANE | RANCHO MIRAGE | CA | 92270 | CHARITABLE | $50 |
| ACT FOR MULTIPLE SCLEROSIS | |||||
| 71-170 TAMARISK LANE | RANCHO MIRAGE | CA | 92270 | CHARITABLE | $50 |
| ANIMAL SAMARITANS SPCA | |||||
| 71-170 TAMARISK LANE | RANCHO MIRAGE | CA | 92270 | CHARITABLE | $25 |
| OPERA SHOWCASE | |||||
| 71-170 TAMARISK LAND | RANCHO MIRAGE | CA | 92270 | CHARITABLE | $100 |
| CHABAD OF RANCHO MIRAGE | |||||
| 72295 Via Marta | RANCHO MIRAGE | CA | 92270 | CHARITABLE | $175 |
| TEMPLE SINAI | |||||
| 73251 Hovley Lane West | Palm Desert | CA | 92260 | CHARITABLE | $650 |
| SKULL AND DAGGER | |||||
| 71-170 TAMARISK LANE | RANCHO MIRAGE | CA | 92270 | CHARITABLE | $50 |
| INST OF CRITICAL CARE MEDICINE | |||||
| 71-170 TAMARISK LANE | RANCHO MIRAGE | CA | 92270 | CHARITABLE | $366 |
| COLLEGE OF THE DESERT | |||||
| 71-170 TAMARISK LANE | RANCHO MIRAGE | CA | 92270 | CHARITABLE | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 5751 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 26926 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 4563 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 31489 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 31489 | 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 | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | 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 | 72942 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 205 shares Intuitive Surgical Inc. | NoncashPropertyDescription |
| Fair Market Value | 62842 | FairMarketValue |
| Date Received | 2009-12-31 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEVINSON SIMON HEIN & BILKEY, PC | Category |
| Amount | $900 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 900 | DisbursementsCharitablePrps |
Amortization Schedule AmortizationSchedule
Amortization Amortization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Amortized Expenses | PATENTS | DescriptionOfAmortizedExpenses |
| Date Acquired Completed Expended | 1998-12-31 | DateAcquiredCompletedExpended |
| Amount Amortized | 4977 | AmountAmortized |
| Deduction For Prior Years | 3652 | DeductionForPriorYears |
| Current Year Amortization | 332 | CurrentYearAmortization |
| Total Amount Of Amortization | 3984 | TotalAmountOfAmortization |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (8 entries)
| NameName | Date AcquiredDateAcquired | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | BasisBasis | Basis MethodBasisMethod | Total NetTotalNet |
|---|---|---|---|---|---|---|---|
| 1511 SHARES VALE DO RIO DOCE AD | 2008-07 | Purchase | 2010-04 | 50130 | 49834 | Cost | 296 |
| CALLS-WELLS FARGO | 2008-11 | Purchase | 2010-02 | 1330 | Cost | 1330 | |
| CALLS-J C PENNNEY | 2008-11 | Purchase | 2010-04 | 130 | Cost | 130 | |
| CALLS-HEWLETT PACKARD | 2010-04 | Purchase | 2010-10 | 100 | Cost | 100 | |
| CALLS-FEDEX | 2008-11 | Purchase | 2010-02 | 425 | Cost | 425 | |
| CALLS-FEDEX | 2008-11 | Purchase | 2010-10 | 625 | Cost | 625 | |
| CALLS-AMERICAN EXPRESS | 2008-11 | Purchase | 2010-10 | 847 | Cost | 847 | |
| CALLS-ALLIANT TECHSYSTEMS | 2008-11 | Purchase | 2010-10 | 810 | Cost | 810 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE STOCKS | NameOfStock |
| EOY Book Value | 1161980 | EOYBookValue |
| EOYFMV | 1085826 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Machinery and Equipment | CategoryOrItem |
| Cost Or Other Basis | 16481 | CostOrOtherBasis |
| Accumulated Depreciation | 16481 | AccumulatedDepreciation |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BRIAN LEWIS, ATTY | Category |
| Amount | $3,964 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 3964 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Net Intangible Assets | Description |
| BOY Book Value | 1325 | BOYBookValue |
| EOY Book Value | 993 | EOYBookValue |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (8 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| OFFICE EXPENSE | 3644 | 3644 | |
| GIFTS | 1386 | 1386 | |
| FOREIGN TAXES PAID | 155 | 155 | 155 |
| FINANCIAL MANAGEMENT FEES | 3122 | 3122 | 3122 |
| DUES AND SUBSCRIPTIONS | 2357 | 2357 | |
| CONSULTANT | 595 | 595 | |
| BANK CHARGES | 87 | 87 | |
| Amortization | 332 |
Taxes Schedule TaxesSchedule
Taxes Taxes (5 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| CA FRANCHISE TAX BOARD | $60 | 60 |
| CA FORM 1099 PRIOR YEAR REFUND | $30 | -30 |
| CA FORM 1099 | $10 | 10 |
| 990-PF PRIOR YEAR REFUND | $321 | -321 |
| 990-PF | $162 | 162 |
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