Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
The Weill Family Foundation
 

Number and street (or P.O. box number if mail is not delivered to street address)9 Dolly Cam Lane   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Old Brookville, NY11545
A Employer identification number

94-6795316
B Telephone number (see instructions)

(516) 671-5649
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$629,839J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule).............. 100,000
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 12,499 12,499  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 61,054
b Gross sales price for all assets on line 6a 210,052
7 Capital gain net income (from Part IV, line 2)... 61,054
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment -3,882 -3,882  
12 Total. Add lines 1 through 11........ 169,671 69,671  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 1,388 1,358    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,388 1,358   0
25 Contributions, gifts, grants paid........ 90,309 90,309
26 Total expenses and disbursements. Add lines 24 and 25 91,697 1,358   90,309
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 77,974
b Net investment income (if negative, enter -0-) 68,313
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... -4,785 27,767  
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 325,251 Click to see attachment381,430 509,193
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment-30,376 Click to see attachment127,763 Click to see attachment120,646
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 290,090 536,960 629,839
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted...................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 290,090 536,960
30 Total net assets or fund balances (see instructions)...... 290,090 536,960
31 Total liabilities and net assets/fund balances (see instructions).. 290,090 536,960
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 290,090
2 Enter amount from Part I, line 27a..................... 2 77,974
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 168,896
4 Add lines 1, 2, and 3.......................... 4 536,960
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 536,960
Form 990-PF (2014)
Form 990-PF (2014)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a ATT P 2013-11-25 2014-04-09
b Telefonica Brasil P 2014-04-08 2014-07-09
c ATT P 2012-07-11 2014-04-09
d Chevron Corporation P 2011-11-16 2014-12-01
e Coca Cola P 2011-09-09 2014-04-09
Consolidated Edison P 2009-12-09 2014-05-19
Consolidated Edison P 2009-12-09 2014-05-19
Enterprise Prd P 2009-03-04 2014-12-01
Markwest Energy P 2009-05-19 2014-02-28
Markwest Energy P 2009-05-19 2014-02-28
Plains All American P 2009-01-06 2014-01-07
Plains All American P 2009-01-06 2014-12-01
Plains All American P 2009-01-06 2014-12-01
Plains All American P 2009-01-06 2014-12-01
Telephonica S A P 2010-12-03 2014-04-08
From Partnerships P 2013-01-01 2014-12-31
From Partnerships P 2013-01-01 2014-12-31
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 24,503   24,843 -340
b 9,892   10,493 -601
c 17,502   17,648 -146
d 22,407   20,497 1,910
e 11,647   10,374 1,273
380   308 72
1,790   1,452 338
14,555   3,902 10,653
6,349   1,681 4,668
57,141   15,135 42,006
5,080   1,969 3,111
4,925   1,969 2,956
4,926   1,969 2,957
4,928   1,969 2,959
23,994   34,573 -10,579
33     33
    216 -216
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       -340
b       -601
c       -146
d       1,910
e       1,273
      72
      338
      10,653
      4,668
      42,006
      3,111
      2,956
      2,957
      2,959
      -10,579
      33
      -216
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 61,054
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3 -941
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2013 90,905 426,195 000.213294
2012 71,009 338,630 000.209695
2011 56,445 376,071 000.150091
2010 76,420 269,015 000.284073
2009 63,265 157,276 000.402255
2 Total of line 1, column (d) ...................... 2 001.259408
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 000.251882
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 454,664
5 Multiply line 4 by line 3....................... 5 114,522
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 683
7 Add lines 5 and 6......................... 7 115,205
8 Enter qualifying distributions from Part XII, line 4.............. 8 90,309
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2014)
Form 990-PF (2014)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 1,366
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 1,366
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,366
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a  
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 14
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,380
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletNone
    14
    The books are in care ofbullet   Telephone no.bullet (516) 671-5649
    Located atbullet9 Dolly Cam LaneOld BrokvilleNY ZIP+4bullet11545
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    Theodore Weill Trustee
    002.00     		0    
    9 Dolly Cam Lane
    Old Brookville,NY11545
    Dawn Weill Trustee
    002.00     		0    
    9 Dolly Cam Lane
    Old Brookvville,NY11545
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 N/A 0
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    445,312
    b
    Average of monthly cash balances.......................
    1b
    16,276
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    461,588
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    461,588
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) Click to see attachment.............................
    4
    6,924
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    454,664
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    22,733
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    22,733
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    1,366
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,366
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    21,367
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    21,367
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    21,367
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 Click to see attachment..........
    1a
    90,309
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    90,309
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    90,309
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 21,367
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 55,793
    b From 2010....... 63,457
    c From 2011....... 37,939
    d From 2012....... 54,380
    e From 2013....... 70,296
    fTotal of lines 3a through e......... 281,865
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 90,309
    a Applied to 2013, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2014 distributable amount..... 21,367
    e Remaining amount distributed out of corpus 68,942
    5 Excess distributions carryover applied to 2014.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 350,807
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		55,793
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		295,014
    10 Analysis of line 9:
    a Excess from 2010.... 63,457
    b Excess from 2011.... 37,939
    c Excess from 2012.... 54,380
    d Excess from 2013.... 70,296
    e Excess from 2014.... 68,942
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    Theodore Weill
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    None
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    Theodore Weill
    9 Dolly Cam Lane
    Old Brookville,NY11545
    (516) 671-5649
    bThe form in which applications should be submitted and information and materials they should include:
    A letter stating purpose of grant required
    cAny submission deadlines:
    none
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    None
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Volunteers for Wildlife
    194 Bayville Road
    Locust Valley,NY11560     		None PC Wildlife hospital ed center 810
    Wounded Warrior Project
    370 7th Avenue Suite 1802
    New York,NY10001     		None PC injured service members 1,000
    Scenic Hudson Inc
    One Civic Center Plaza
    Poughkeepsie,NY12601     		None PC Keeps Hudson River Clean 500
    Trinity Episcopal Church
    1579 Northern Blvd
    Roslyn,NY115791137     		None PC Church 500
    American Diabetes Assoc
    PO Box 1833
    Merrifeld,VA221168033     		None PC Diabetes Research 200
    Trinity Episcopal Church
    1579 Northern Blvd
    Roslyn,NY115791137     		None PC Church 100
    Trinity Episcopal Church
    1579 Northern Blvd
    Roslyn,NY115791137     		None PC Church 50
    NYC Mission
    90 Lafayette Street
    New York,NY10013     		None PC Support for the Indigent 9,000
    Madonna Heights
    1 Alexander Place
    Glen Cove,NY11542     		None PC Children Rescue 500
    Timothy Hill Childrens Ranch
    298 Middle Road
    Riverhead,NY11901     		None PC Foster Care for Children 4,000
    Trinity Episcopal Church
    1579 Northern Blvd
    Roslyn,NY115791137     		None PC Church 200
    Roundway Global Coats for Poor
    c o Trinity Episcopal Church
    Roslyn,NY115791137     		None PC Coats dstrbtd by Church/Police 6,480
    Trinity Episcopal Church
    1579 Northern Blvd
    Roslyn,NY115791137     		None PC Church 500
    Trinity Episcopal Church
    1579 Northern Blvd
    Roslyn,NY115791137     		None PC Church 100
    Cure Dystonia Now
    PO Box 9040
    Farmingdale,NY11735     		None PC Dystonia Research 1,000
    Christian Appalachian Project
    PO Box 55911
    Lexington,KY405555911     		None PC Feeds Hungry Provides Suppli 500
    Fountain House
    PO Box 941
    New York,NY101080941     		None PC Help pople w Mental Illness 600
    Save the Children
    PO Box 9160
    Chelsea,MA021509160     		None PC Childrens Advocacy 375
    ALICE LLOYD COLLEGE
    100 Purpose Road
    Pippa Passes,KY41844     		None PC Educational Institution 1,000
    Castleton Ranch Horse Rescue
    12103 East Avenue H
    Lancaster,CA93535     		None PC Horse Rescue 500
    Equine Advocates
    PO Box 354
    Chatham,NY120370354     		None PC Horse Rescue 250
    Jane Goodal Institute
    PO Box 1760
    Dacula,GA30019     		None PC Save African Wildlife 500
    The Humane Society
    2100 L St NW
    Washington,DC20037     		None PC Charitable 500
    Born Free USA
    PO Box 96687
    Washington,DC200906687     		None PC Help Wild Animals 600
    Keepers of the Wild
    13441 E Highway 66
    Valentine,AZ86437     		None PC Wildlife Prtctn and Sanctuary 600
    Lifesavers Wild Horse Rescue
    23809 E Avenue J
    Lancaster,CA93535     		None PC Horse Rescue 400
    ASPCA
    PO Box 96333
    Washington,DC20077     		None PC Helps Animals across country 500
    National Anti-Vivisection Society
    53 West Jackson Blvd Suite 1552
    Chicago,IL60604     		None PC Animal Protection 300
    Wounded Warrior Project
    370 7th Avenue Suite 1802
    New York,NY10001     		None PC injured service members 600
    American Macular Degeneration Foundation
    PO Box 515
    Northampton,MA010610515     		None PC Macular Degeneration 300
    Animals' Angels
    P O Box 5003
    Hagerstown,MD217415003     		None PC Help the Animals 400
    Feed The Children
    PO Box 272186
    Oklahoma City,OK73137     		None PC Feed Hungry Children 1,000
    Freedom Golf Association
    504 Burr Ridge Club Drive
    Burr Ridge,IL60527     		None PC Special Needs Community 500
    Dreamchaser Horse Rescue
    No Address
    Falcon,MO65470     		None PC Horse Rescue 500
    Speak Up For Horses Inc
    PO Box 434
    Falmouth,KY41040     		None PC Horse Rescue 500
    United American Patriots
    110-A Shields Park Drive
    Kernersville,NC27284     		None PC Veteran Assistance 250
    Boys Town
    200 Flaanagan Blvd
    Boys Town,NE68010     		None PC Provides Food and Clothing 300
    League For Animal Protection
    104 Deposit Rd
    East Northport,NY11731     		None PC Protection of Animals 400
    Alley Cat Rescue
    P O Box 585
    Mount Rainier,MD20712     		None PC Cat Rescue 250
    American Foundation for the Blind
    2 Penn Plaza Suite 1102
    New York,NY10121     		None PC Charitable 400
    Greenpeace
    PO Box 90136
    Fredericksburg,VA224049952     		None PC Protects the environment 400
    Coalition for the Homeless
    129 Fulton Street
    New York,NY102730805     		None PC Provides Life Saving Programs 600
    The Wilderness Society
    1615 M St NW 2
    Washington,DC20036     		None PC Protects Americas Public Lands 500
    African Wildlife Foundation
    1400 Sixteenth Street NW Suite 120
    WASHINGTON,DC20036     		None PC Protect African Wildlife 1,000
    World Wildlife Fund
    1250 24th Street NW
    Washington,DC20077     		None PC Protect Wildlife 450
    Trinity Episcopal Church
    1579 Northern Blvd
    Roslyn,NY115791137     		None PC Church 300
    Trinity Episcopal Church
    1579 Northern Blvd
    Roslyn,NY115791137     		None PC Church 300
    Trinity Episcopal Church
    1579 Northern Blvd
    Roslyn,NY115791137     		None PC Church 500
    Friends of the Earth
    1100 15th St NW 11th Floor
    Washington,DC20005     		None PC Save the Earth 300
    Peta
    PO Box 96684
    Washington,DC20090     		None PC Animal Rescue 500
    Save the Children
    PO Box 9160
    Chelsea,MA021509160     		None PC Childrens Advocacy 240
    American Cancer Society
    75 Davids Dr
    Hauppauge,NY11788     		None PC Charitable 250
    Tiger Preservation Center
    28057 REDWOOD HWY
    Cave Junction,OR97523     		None PC Save the Tigers 500
    Special Olympics
    PO Box 768
    Schnectady,NY123010768     		None PC Special Olympics 250
    Smile Train
    Box 96231
    Washington,DC20090     		None PC Help for Children w Clefts 500
    Fresh Air Fund
    633 Third Ave
    New York,NY10018     		None PC Outdoors for Inner City Childr 1,000
    American Kidney Fund
    11921 Rockville Pike Suite 300
    Rockville,MD20852     		None PC Kidney Disease Research 300
    National Anti-Vivisection Society
    53 West Jackson Blvd Suite 1552
    Chicago,IL60604     		None PC Animal Protection 500
    Redwings Horse Sanctuary
    PO Box 361
    Lockwood,CA939320361     		None PC Horse Rescue and Care 500
    The Nature Conservancy
    PO Box 6017
    Albert Lea,MN560079823     		None PC Protects the Environment 1,000
    Salvation Army
    120 West 14th Street
    New York,NY10011     		None PC Provides food, shelter, clothi 1,000
    Paralyzed Vets of America
    7 Mill Brook Road
    Wilton,NH03086     		None PC Help for Paralized Vets 300
    Long Island Cares Inc
    10 Davids Drive Harry Chapin Way
    Hauppauge,NY117882039     		None PC Helping Needy Long Islanders 500
    Noah's Lost Ark
    8424 Bedell Rd
    Berlin Center,OH44401     		None PC Animal Sanctuary 500
    Keepers of the Wild
    13441 E Highway 66
    Valentine,AZ86437     		None PC Wildlife Prtctn and Sanctuary 1,000
    OxFam America
    226Causeway St 5th Fl
    Boston,MA02114     		None PC Help the poor around the world 250
    Feed The Children
    PO Box 272186
    Oklahoma City,OK73137     		None PC Feed Hungry Children 1,000
    Coalition for the Homeless
    129 Fulton Street
    New York,NY102730805     		None PC Provides Life Saving Programs 1,200
    Save the Chimps Inc
    PO Box 12220
    Fort Pierce,FL34979     		None PC Save the Chimps 600
    Project HOPE
    255 Carter Hall Lane
    Millwood,VA22646     		None PC delivers essential medicines 500
    Habitat for Horses
    PO Box 3767
    Houston,TX775633767     		None PC Lifesaving Horse Rescue 500
    Care
    PO Box 1871
    Merrifield,VA221168071     		None PC Care for People 300
    Doris Day Animal League
    2100 L Street NW
    Washington,DC20037     		None PC Help for the Animals 300
    Peaceful Valley Donkey Rescue
    PO Box 216
    Miles,TX76861     		None PC Rescues Donkeys 400
    AMERICAN LEPROSY MISSIONS
    ONE ALM WAY
    GREENVILLE,SC29601     		None PC Help for Lepers 300
    Pride Rock Wildlife Refuge
    17194 County Road 329
    Terrell,TX75161     		None PC Wild Animal Rescue 500
    Rainforest Alliance
    233 Broadway 28th Floor
    New York,NY10279     		None PC Conserve biodiversity 500
    Arthritis Foundation
    PO Box 96280
    Washington,DC200906280     		None PC Arthritis Research 250
    Trinity Episcopal Church
    1579 Northern Blvd
    Roslyn,NY115791137     		None PC Church 100
    NYC Mission
    90 Lafayette Street
    New York,NY10013     		None PC Support for the Indigent 10,000
    P256 Faculty Fund
    525 Convent Road
    Syosset,NY11791     		None PC Funding for Teaching Aids 4,500
    Salvation Army
    120 West 14th Street
    New York,NY10011     		None PC Provides food, shelter, clothi 1,000
    Memorial Sloan Kettering
    1275 York Avenue
    New York,NY10065     		None PC Hospital 1,000
    NY Public Library
    476 Fifth Avenue
    New York,NY10018     		None PC Public Library 500
    Volunteers for Wildlife
    194 Bayville Road
    Locust Valley,NY11560     		None PC Wildlife hospital ed center 250
    Kiawah Conservancy
    80 Kestrel Ct
    Kiawah Island,SC29455     		None PC Enhance nature 1,000
    Little Shelter Animal Preserve
    33 Warner Road
    Huntington,NY11743     		None PC Charitable 200
    Mutual Concerns
    PO Box 164
    Sea Cliff,NY11579     		None PC Food Pantry 500
    Planting Fields Foundation
    1395 Planting Fields Road
    Oyster Bay,NY11771     		None PC Preserves the State Park 2,400
    Smile Train
    Box 96231
    Washington,DC20090     		None PC Help for Children w Clefts 500
    Long Island Cares Inc
    10 Davids Drive Harry Chapin Way
    Hauppauge,NY117882039     		None PC Helping Needy Long Islanders 500
    Tiger Preservation Center
    28057 REDWOOD HWY
    Cave Junction,OR97523     		None PC Save the Tigers 600
    Noah's Lost Ark
    8424 Bedell Rd
    Berlin Center,OH44401     		None PC Animal Sanctuary 500
    God's Love We Deliver
    166 6th Avenue
    New York,NY10013     		None PC Food for Sick People 500
    Animal Legal Defense Fund
    170 East Cotati Avenue
    Cotati,CA94931     		None PC Animal protection 600
    Habitat for Humanity
    PO Box 6439
    Americus,GA317096439     		None PC Builds Homes for the Poor 1,000
    League For Animal Protection
    104 Deposit Rd
    East Northport,NY11731     		None PC Protection of Animals 600
    Project HOPE
    255 Carter Hall Lane
    Millwood,VA22646     		None PC delivers essential medicines 600
    Christian Appalachian Project
    PO Box 55911
    Lexington,KY405555911     		None PC Feeds Hungry Provides Suppli 1,000
    ASPCA
    PO Box 96333
    Washington,DC20077     		None PC Helps Animals across country 600
    Old Brookville PBA Fund
    Northern Blvd
    Old Brookville,NY11545     		None PC Police Benevolent Association 300
    Castleton Ranch Horse Rescue
    12103 East Avenue H
    Lancaster,CA93535     		None PC Horse Rescue 600
    OxFam America
    226Causeway St 5th Fl
    Boston,MA02114     		None PC Help the poor around the world 1,000
    Care
    PO Box 1871
    Merrifield,VA221168071     		None PC Care for People 1,000
    Save the Children
    PO Box 9160
    Chelsea,MA021509160     		None PC Childrens Advocacy 1,000
    Boys Town
    200 Flaanagan Blvd
    Boys Town,NE68010     		None PC Provides Food and Clothing 500
    Thirteen
    825 Eighth Avenue
    New York,NY10019     		None PC Public Television 300
    American Parkinson Disease Association
    135 Parkinson Avenue
    Staten Island,NY10305     		None PC Parkinsons Disease Research 100
    Trinity Episcopal Church
    1579 Northern Blvd
    Roslyn,NY115791137     		None PC Church 300
    From Partnerships
    No Street
    Brooklyn,NY11204     		None PC Charitable 4
    Total .................................bullet 3a 90,309
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		         
    4 Dividends and interest from securities....     14 12,499  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 61,054  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aOrdinary Income from Publicly Traded Partnerships 211110 -3,891      
    bOther Income from Publicly Traded Partnerships 211110 9      
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. -3,882 73,553  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1369,671
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    Additional Data


    Software ID: 14000292
    Software Version: 14.4.1.0


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2014
    Name of the organization
    The Weill Family Foundation
     
    Employer identification number

    94-6795316
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 2
    Name of organization
    The Weill Family Foundation
          		Employer identification number

    94-6795316
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    Theodore Weill  
    9 Dolly Cam Lane
     
    Old Brookville, NY11545

    		$100,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 3
    Name of organization
    The Weill Family Foundation
          		Employer identification number

    94-6795316
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 4
    Name of organization
    The Weill Family Foundation
          		Employer identification number

    94-6795316
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
    that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Additional Data


    Software ID: 14000292
    Software Version: 14.4.1.0

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2014 GainLossSaleOtherAssetsSch
    Name:
    The Weill Family Foundation
    EIN: 94-6795316
    Software ID:14000292
    Software Version:14.4.1.0
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    ATT 2013-11 P 2014-04   24,503 24,843     -340  
    Telefonica Brasil 2014-04 P 2014-07   9,892 10,493     -601  
    ATT 2012-07 P 2014-04   17,502 17,648     -146  
    Chevron Corporation 2011-11 P 2014-12   22,407 20,497     1,910  
    Coca Cola 2011-09 P 2014-04   11,647 10,374     1,273  
    Consolidated Edison 2009-12 P 2014-05   380 308     72  
    Consolidated Edison 2009-12 P 2014-05   1,790 1,452     338  
    Enterprise Prd 2009-03 P 2014-12   14,555 3,902     10,653  
    Markwest Energy 2009-05 P 2014-02   6,349 1,681     4,668  
    Markwest Energy 2009-05 P 2014-02   57,141 15,135     42,006  
    Plains All American 2009-01 P 2014-01   5,080 1,969     3,111  
    Plains All American 2009-01 P 2014-12   4,925 1,969     2,956  
    Plains All American 2009-01 P 2014-12   4,926 1,969     2,957  
    Plains All American 2009-01 P 2014-12   4,928 1,969     2,959  
    Telephonica S A 2010-12 P 2014-04   23,994 34,573     -10,579  
    From Partnerships 2013-01 P 2014-12   33       33  
    From Partnerships 2013-01 P 2014-12     216     -216  

    TY 2014 GeneralExplanationAttachment
    Name:
    The Weill Family Foundation
    EIN: 94-6795316
    Software ID:14000292
    Software Version:14.4.1.0
    Identifier Return Reference Explanation

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    The Weill Family Foundation
    EIN: 94-6795316
    Software ID:14000292
    Software Version:14.4.1.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    B C E Inc 41,715 45,860
    Bt Group PLC 29,793 61,990
    Canadian Oil Sands 11,625 4,927
    Canadian Pac RW 45,935 57,807
    Chicago Bridge Iron 5,315 4,198
    Cons Communication 62,452 83,490
    Consolidated Edison 32,758 43,567
    Cummins 13,302 14,417
    Johnson Johnson 9,728 10,457
    Transcanda Corp 53,099 58,920
    Enterprise Prd 56,048 72,240
    Plains All American 19,660 51,320

    TY 2014 InvestmentsOtherSchedule2
    Name:
    The Weill Family Foundation
    EIN: 94-6795316
    Software ID:14000292
    Software Version:14.4.1.0
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value

    TY 2014 OtherAssetsSchedule
    Name:
    The Weill Family Foundation
    EIN: 94-6795316
    Software ID:14000292
    Software Version:14.4.1.0
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Less PTP Distributions -30,376   -7,117
    Unrealized Gain or Loss   127,763 127,763


    TY 2014 OtherExpensesSchedule
    Name:
    The Weill Family Foundation
    EIN: 94-6795316
    Software ID:14000292
    Software Version:14.4.1.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADR Fees 40 40    
    Charities Registration Fee 125 125    
    Foreign Tax Paid 1,171 1,171    
    Investment Expenses Partnership K-1 22 22    
    Non Deductible Expenses from Partnerships 30      


    TY 2014 OtherIncomeSchedule2
    Name:
    The Weill Family Foundation
    EIN: 94-6795316
    Software ID:14000292
    Software Version:14.4.1.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Ordinary Income from Publicly Traded Partnerships -3,891 -3,891  
    Other Income from Publicly Traded Partnerships 9 9  


    TY 2014 OtherIncreasesSchedule
    Name:
    The Weill Family Foundation
    EIN: 94-6795316
    Software ID:14000292
    Software Version:14.4.1.0
    Description Amount
       
       


    TY 2014 TaxesSchedule
    Name:
    The Weill Family Foundation
    EIN: 94-6795316
    Software ID:14000292
    Software Version:14.4.1.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes