THE WEIL FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
THE WEIL FOUNDATION (EIN 86-1049023)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-08-09
IRS object ID
201142219349100414
Schema version
2010v3.2
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)
Timestamp2011-08-09T15:44:19-05:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

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 Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN861049023EIN

Name Name

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

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
Date Signed2011-08-08DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameCHRIS WM LUDWIG CPAName
Phone5205450500Phone
Date Prepared2011-08-08DatePrepared
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeXAddressChange
Exempt PFXExemptPF
FMV Assets EOY738632FMVAssetsEOY
Method Of Accounting AccrualXMethodOfAccountingAccrual

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss611547ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss38InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm38InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm38InterestOnSavingsAdjNetIncm
Total Revenue And Expenses611585TotalRevenueAndExpenses
Total Net Investment Income38TotalNetInvestmentIncome
Total Adjusted Net Income38TotalAdjustedNetIncome
Other Prof Fees Rev And Expnss58000OtherProfFeesRevAndExpnss
Trav Conf Meeting Rev And Expnss3962TravConfMeetingRevAndExpnss
Printing And Pub Rev And Expnss666PrintingAndPubRevAndExpnss
Other Expenses Rev And Expnss3680OtherExpensesRevAndExpnss
Tot Opr Expenses Rev And Expnss66308TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss427264ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps427264ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss493572TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps427264TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses118013ExcessOfRevenueOverExpenses
Net Investment Income38NetInvestmentIncome
Adjusted Net Income38AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash EOY21651CashEOY
Savings And Temp Cash Invst BOY620851SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY717209SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV738632SavingsAndTempCashInvstEOYFMV
Total Assets BOY620851TotalAssetsBOY
Total Assets EOY738860TotalAssetsEOY
Total Assets EOYFMV738632TotalAssetsEOYFMV
Accounts Payable BOY5AccountsPayableBOY
Accounts Payable EOY1AccountsPayableEOY
Other Liabilities BOY250000OtherLiabilitiesBOY
Other Liabilities EOY250000OtherLiabilitiesEOY
Total Liabilities BOY250005TotalLiabilitiesBOY
Total Liabilities EOY250001TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY370846UnrestrictedBOY
Unrestricted EOY488859UnrestrictedEOY
Total Net Assets BOY370846TotalNetAssetsBOY
Total Net Assets EOY488859TotalNetAssetsEOY
Total Liabilities Net Assets BOY620851TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY738860TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY370846TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses118013ExcessOfRevenueOverExpenses
Subtotal488859Subtotal
Total Net Assets Fund Balances EOY488859TotalNetAssetsFundBalancesEOY

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 Due1TaxDue
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 922AddressLine1
CityVAILCity
StateAZState
ZIP Code85641ZIPCode

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 (9 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
6700 SOUTH X9 RANCH ROADVAILAZ85641CHAIR5.00000
JAMES DALEN MD
5305 N VIA VELAZQUEZTUCSONAZ85750EXEC. DIR.2.00000
RICHARD BAXTER
4975 N LA LOMITATUCSONAZ85718SECY/TREAS2.00000
HUMBERTO LOPEZ
3901 E BROADWAYTUCSONAZ85711DIRECTOR2.00000
LURA LOVELL
8400 N NATIONAL DRTUCSONAZ85742VICE CHAIR2.00000
ROBERT SARVER
5710 N YUCCAPARADISE VALLEYAZ85253DIRECTOR2.00000
DONALD ABRAMS MD
1701 DIVISADERO ST 150SAN FRANCISCOCA94115DIRECTOR2.00000
DARIA MYERS
425 E 58TH ST APT 17ENEW YORKNY10022DIRECTOR2.00000
ADELE SIMMONS
643 W ARLINGTON PLACECHICAGOIL60614DIRECTOR2.00000
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 Balances678054AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets679855TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets679855AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable10198CashDeemedCharitable
Net Noncharitable Assets669657NetNoncharitableAssets
Minimum Investment Return33483MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return33483MinimumInvestmentReturn
Tax Based On Investment Income1TaxBasedOnInvestmentIncome
Total Tax1TotalTax
Distributable Amount Before Adj33482DistributableAmountBeforeAdj
Distributable Amount Before Ded33482DistributableAmountBeforeDed
Distributable Amount As Adjusted33482DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions427264ExpensesAndContributions
Qualifying Distributions427264QualifyingDistributions
Adj Qualifying Distributions427264AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted33482DistributableAmountAsAdjusted
Excess Distri Carryover Year519069ExcessDistriCarryoverYear5
Excess Distri Carryover Year4269623ExcessDistriCarryoverYear4
Excess Distri Carryover Year3590680ExcessDistriCarryoverYear3
Excess Distri Carryover Year2604285ExcessDistriCarryoverYear2
Total Excess Distri Carryover1483657TotalExcessDistriCarryover
Qualifying Distributions427264QualifyingDistributions
Applied To Current Year33482AppliedToCurrentYear
Remaining Distri From Corpus393782RemainingDistriFromCorpus
Total Corpus1877439TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year519069ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year1858370ExcessDistriCyovToNextYear
Excess From Year4269623ExcessFromYear4
Excess From Year3590680ExcessFromYear3
Excess From Year2604285ExcessFromYear2
Excess From Current Year393782ExcessFromCurrentYear

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 Line26700 SOUTH X9 RANCH ROADAddressLine2
CityVAILCity
StateAZState
ZIP Code85641ZIPCode
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 (13 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
CAROLINAS HEALTH CARE
FELLOWSHIP IN INTEGRATIVE MEDICINE1221 E MOREHEAD STCHARLOTTENC28204N/A501C3RESEARCH AND EDUCATION$15,000
UNM HEALTH SCIENCE CENTER
INTERNAL MEDICINE RESIDENCY1 UNIV OF NEW MEXICOALBUQUERQUENM87131N/A501C3RESEARCH AND EDUCATION$54,407
MAINE MEDICAL CENTER
FAMILY MEDICINE RESIDENCY22 BRAMHALL STPORTLANDME04102N/A501C3RESEARCH AND EDUCATION$26,800
MAINE-DARTMOUTH
FAMILY MEDICINE RESIDENCY15 E CHESTNUT STAUGUSTAME04330N/A501C3RESEARCH AND EDUCATION$29,000
MEDICAL CENTER FOR CENTRA
INTEGRATIVE MEDICINE RESIDENCY3780 EISENHOWER WAYMACONGA31206N/A501C3RESEARCH AND EDUCATION$5,000
UNIV OF AZ FDNAZ CTR FOR
INTEGRATIVE MEDICINE RESIDENCY1111 N CHERRY AVENUETUCSONAZ85721N/A501C3RESEARCH AND EDUCATION$20,000
UNIV OF AZ FDNAZ CTR FOR
INTEGRATIVE MEDICINE RESIDENCY1111 N CHERRY AVENUETUCSONAZ85721N/A501C3RESEARCH AND EDUCATION$150,000
UNIV OF CONNECTICUT
INTEGRATIVE MEDICINE LECTURE263 FARMINGTON AVEFARMINGTONCT06030N/A501C3RESEARCH AND EDUCATION-$4,000
ALLIANCE FDN FOR COMMUNIT
FAMILY MEDICINE RESIDENCY1493 CAMBRIDGE STCAMBRIDGEMA02139N/A501C3RESEARCH AND EDUCATION$39,580
UNIV OF TEXAS MEDICAL BR
INTEGRATIVE MEDICINE FACULTY TRAINING301 UNIVERSITY BLVDGALVESTONTX77555N/A501C3RESEARCH AND EDUCATION$38,321
UNIVERSITY OF WISCONSIN
FELLOWSHIP IN INTEGRATIVE RESIDENCYDEPT OF FAMILY MEDICINEMADISONWI53715N/A501C3RESEARCH AND EDUCATION$15,000
SOCIETY FOR INTEGRATIVE O
INTEGRATIVE MEDICINE CONFERENCE1429 FIRST AVENEW YORKNY10021N/A501C3RESEARCH AND EDUCATION$5,000
CONSORTIUM OF ACADEMIC HE
INTEGRATIVE MEDICINE (CAHCIM)420 DELEWARE STREET SEMINNEAPOLISMN55455N/A501C3RESEARCH AND EDUCATION$33,156
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year427264TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$38ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$38ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA38TotalPartXVIA

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 Contributions607000AggregateContributions
Person Contribution TypeXPersonContributionType

Compensation Explanation CompensationExplanation

Compensation Compensation (9 entries)

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

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooks
EXPENSES
INSURANCE2100
MISCELLANEOUS955
SUPPLIES500
POSTAGE AND DELIVERY125

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$58,000Amount

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