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
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
VIC AND VICKI WEINSTEIN FAMILY
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)17776 BUCKINGHAM CT
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOCA RATON, FL33496
A Employer identification number

65-0757233
B Telephone number (see instructions)

C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$865,788J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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)  
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 9,100 9,100  
4 Dividends and interest from securities... 11,623 11,623  
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 11,505
b Gross sales price for all assets on line 6a 406,419
7 Capital gain net income (from Part IV, line 2)...  
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 -15,389    
12 Total. Add lines 1 through 11........ 16,839 20,723  
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)....... Click to see attachment 3,000 3,000    
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 342 342    
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 14,680 14,680    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 18,022 18,022   0
25 Contributions, gifts, grants paid....... 41,345 41,345
26 Total expenses and disbursements. Add lines 24 and 25 59,367 18,022   41,345
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -42,528
b Net investment income (if negative, enter -0-) 2,701
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
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......... 65,634 37,816 37,816
3 Accounts receivable bullet2,792
Less: allowance for doubtful accounts bullet   2,115 2,792 2,792
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)....... 738,596 Click to see attachment601,627 601,627
c Investments—corporate bonds (attach schedule)....... 159,125 Click to see attachment223,553 223,553
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)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 965,470 865,788 865,788
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 965,470 865,788
30 Total net assets or fund balances (see instructions)..... 965,470 865,788
31 Total liabilities and net assets/fund balances (see instructions). 965,470 865,788
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
965,470
2
Enter amount from Part I, line 27a .....................
2
-42,528
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
922,942
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
57,154
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
865,788
Form 990-PF (2015)
Form 990-PF (2015)
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.)
1a
b
c
d
e
(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
b
c
d
e
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
b
c
d
e
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  
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  
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))
2014 44,199 971,650 0.045489
2013 36,263 860,918 0.042121
2012 25,471 709,440 0.035903
2011 28,597 709,532 0.040304
2010 24,084 701,800 0.034317
2
Total of line 1, column (d) .....................
20.198134
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
0.039627
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
899,833
5
Multiply line 4 by line 3......................
5
35,658
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
27
7
Add lines 5 and 6........................
7
35,685
8
Enter qualifying distributions from Part XII, line 4.............
8
41,345
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 (2015)
Form 990-PF (2015)
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 Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 27
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 27
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 27
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 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  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 27
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)
    bulletFL
    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 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 addressbulletN/A
    14
    The books are in care ofbulletVIC VICKI WEINSTEIN Telephone no.bullet (561) 487-2829

    Located atbullet17776 BUCKINGHAM CTBOCA RATONFL ZIP+4bullet33496
    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 2015, 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  
    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 2015?.............
    1c
     
     
    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 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    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 2015 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 2015.)..................
    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 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    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 (2015)
    Form 990-PF (2015)
    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
    VICTOR WEINSTEIN OFFICER
    10.00     		0 0 0
    17776 BUCKINGHAM CT
    BOCA RATON,FL33496
    VICKI WEINSTEIN OFFICER
    10.00     		0 0 0
    17776 BUCKINGHAM CT
    BOCA RATON,FL33496
    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
    NONE
    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
    NONE
    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
     
    2  
    3  
    4  
    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  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    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
    834,070
    b
    Average of monthly cash balances.......................
    1b
    79,466
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    913,536
    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
    913,536
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    13,703
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    899,833
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    44,992
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    44,992
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    27
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    27
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    44,965
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    44,965
    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
    44,965
    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 ..........
    1a
    41,345
    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
    41,345
    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
    27
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    41,318
    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 (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2014     		(c)
    2014     		(d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 44,965
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 123
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 41,345
    a Applied to 2014, but not more than line 2a 123
    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 2015 distributable amount..... 41,222
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2015.    
    (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  
    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 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		3,743
    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 2010 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014....  
    e Excess from 2015....  
    Form 990-PF (2015)
    Form 990-PF (2015)
    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 2015, 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) 2015 (b) 2014 (c) 2013 (d) 2012
             
    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).)
    VIC AND VICKI WEINSTEIN
    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.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2015)
    Form 990-PF (2015)
    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
    AMERICAN CANCER SOCIETY
    8400 SILVER XING
    OKLAHOMA CITY,OK73132     		  EXEMPT CHARITABLE 1,060
    AMERICAN RED CROSS
    400 MITCHELL LN
    PALO ALTO,CA94301     		  EXEMPT CHARITABLE 555
    AMERICAN RED MAGEN DAVID FOR ISRAEL
    352 SEVENTH AVENUE
    SUITE 400
    NEW YORK,NY10001     		  EXEMPT CHARITABLE 100
    ASPEN CENTER FOR ENVIRONMENTAL STUD
    100 PUPPY SMITH ST
    ASPEN,CO81611     		  EXEMPT CHARITABLE 350
    ASPEN MUSIC FESTIVAL AND SCHOOL
    225 MUSIC SCHOOL RD
    ASPEN,CO81611     		  EXEMPT CHARITABLE 188
    ASPHALT GREEN
    555 E 90TH ST
    NEW YORK,NY10128     		  EXEMPT CHARITABLE 615
    BOCA MUSEUM OF ART
    501 PLAZA REAL
    BOCA RATON,FL33432     		  EXEMPT CHARITABLE 100
    BROADWAY CARESEQUITY FIGHTSAIDS
    165 W 46TH ST
    SUITE 1300
    NEW YORK,NY10036     		  EXEMPT CHARITABLE 502
    CONGREGATION B'NAI ISRAEL
    2200 NW 51ST ST
    BOCA RATON,FL33431     		  EXEMPT RELIGIOUS 3,372
    CONGREGATION BONAI SHALOM
    1527 CHERRYVALE RD
    BOULDER,CO80303     		  EXEMPT RELIGIOUS 500
    CROHNS & COLITIS FOUNDATION
    9605 SCRANTON RD
    SUITE 600
    SAN DIEGO,CA92121     		  EXEMPT CHARITABLE 1,000
    DAMON RUNYON CANCER RESEARCH FDTN
    55 BROADWAY
    SUITE 302
    NEW YORK,NY10006     		  EXEMPT CHARITABLE 2,680
    EMERGENCY MEDICINE FOUNDATION
    3717 S CONWAY RD
    ORLANDO,FL32812     		  EXEMPT CHARITABLE 500
    FIU
    1920 NW AMBERGLEN PKWY
    SUITE 140A
    BEAVERTON,OR97006     		  EXEMPT EDUCATIONAL 1,671
    FLORIDA BAR FOUNDATION
    875 CONCOURSE PKWY SOUTH
    SUITE 195
    MAITLAND,FL32751     		  EXEMPT CHARITABLE 250
    HOSPICE
    5300 EAST AVENUE
    SUITE 600
    WEST PALM BEACH,FL33047     		  EXEMPT CHARITABLE 1,600
    JEWISH ASSN FOR RESIDENTIAL CARE
    21160 95TH AVE
    BOCA RATON,FL33428     		  EXEMPT CHARITABLE 1,400
    JEWISH COMMUNITY CENTERS
    146 DUANE STREET
    FRNT A
    NEW YORK,NY10013     		  EXEMPT CHARITABLE 2,250
    JEWISH FAMILY SERVICES
    21300 RUTH BARON COLEMA
    BOCA RATON,FL33428     		  EXEMPT CHARITABLE 3,793
    JEWISH FEDERATION
    9801 DONNA KLEIN BLVD
    BOCA RATON,FL33428     		  EXEMPT CHARITABLE 1,800
    JOHN HOPKINS UNIVERSITY
    3400 N CHARLES STREET
    BALTIMORE,MD21218     		  EXEMPT CHARITABLE 123
    LEARNING ALLY
    20 ROSZEL ROAD
    PRINCETON,NJ08540     		  EXEMPT CHARITABLE 50
    LEUKEMIA SOCIETY
    475 PARK AVENUE S
    FL 8TH
    NEW YORK,NY10016     		  EXEMPT CHARITABLE 1,400
    LONG NOW FOUNDATION
    FORT MASON CENTER
    BLDG A
    SAN FRANCISCO,CA94123     		  EXEMPT CHARITABLE 96
    LYMPHOMA RESEARCH FOUNDATION
    115 BROADWAY
    SUITE 1301
    NEW YORK,NY10006     		  EXEMPT CHARITABLE 300
    MUSEUMS-VARIOUS
    POBOX 2310
    PALM SPRINGS,CA92263     		  EXEMPT CHARITABLE 227
    NORTON MUSEUM OF ART
    1451 S OLIVE AVENUE
    WEST PALM BEACH,FL33401     		  EXEMPT CHARITABLE 416
    NY CENTER FOR CHILDREN
    333 E 70TH ST
    FRNT 1
    NEW YORK,NY10021     		  EXEMPT CHARITABLE 250
    PTA'S-VARIOUS
    1920 NW AMBERGLEN PKWY
    SUITE 140A
    BEAVERTON,OR97006     		  EXEMPT CHARITABLE 2,103
    RELIGIOUS ACTION CENTER
    2027 MASSACHUSETTS AVE N
    WASHINGTON,DC20036     		  EXEMPT RELIGIOUS 2,500
    ROUND ABOUT THEATRE
    231 W 39TH STREET
    FL 12
    NEW YORK,NY10018     		  EXEMPT CHARITABLE 220
    SHARE OUR STRENGTH
    1030 15TH ST NW
    SUITE 1100W
    WASHINGTON,DC20005     		  EXEMPT CHARITABLE 100
    SLOMIN FAMILY CENTER FOR AUTISM
    16705 PUZZLE PL
    DELRAY BEACH,FL33446     		  EXEMPT CHARITABLE 1,000
    SOS CHILDRENS VILLAGE
    3681 NW 59TH PL
    COCONUT CREEK,FL33073     		  EXEMPT CHARITABLE 4,148
    TOURISM CARES
    1920 NW AMBERGLEN PKWY
    SUITE140A
    BEAVERTON,OR97006     		  EXEMPT CHARITABLE 2,436
    UNICEF
    125 MAIDEN
    10 FLOOR
    NEW YORK,NY10038     		  EXEMPT CHARITABLE 50
    VIETNAM VETERANS OF AMERICA
    8719 COLESVILLE ROAD
    SUITE 100
    SILVER SPRING,MD20910     		  EXEMPT CHARITABLE 100
    WLRN
    169 E FLAGLER ST
    SUITE 1400
    MIAMI,FL33131     		  EXEMPT CHARITABLE 319
    WXEL
    3401 S CONGRESS AVENUE
    BOYTON BEACH,FL33426     		  EXMPT CHARITABLE 221
    YEMIN ORDER
    4340 EAST WEST HWY
    SUITE 202
    BETHESDA,MD20814     		  EXEMPT CHARITABLE 1,000
    Total .................................bullet 3a 41,345
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2015)
    Form 990-PF (2015)
    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 ...........     		        9,100
    4 Dividends and interest from securities....         11,623
    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 ............     		        11,505
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue:
    aFROM K-1 40403     		        -15,406
    bMISC INCOME         17
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..     16,839
    13Total. Add line 12, columns (b), (d), and (e)..................
    1316,839
    (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.)
    3 FUNDS ARE UTILIZED FOR CHARITABLE, EDUCATIONAL, MEDICAL RESEARCH, RELIGIOUS AND CULTURAL PURPOSES.
    4 FUNDS ARE UTILIZED FOR CHARITABLE, EDUCATIONAL, MEDICAL RESEARCH, RELIGIOUS AND CULTURAL PURPOSES.
    8 FUNDS ARE UTILIZED FOR CHARITABLE, EDUCATIONAL, MEDICAL RESEARCH, RELIGIOUS AND CULTURAL PURPOSES.
    11B FUNDS ARE UTILIZED FOR CHARITABLE, EDUCATIONAL, MEDICAL RESEARCH, RELIGIOUS AND CULTURAL PURPOSES.
    11C FUNDS ARE UTILIZED FOR CHARITABLE, EDUCATIONAL, MEDICAL RESEARCH, RELIGIOUS AND CULTURAL PURPOSES.
    Form 990-PF (2015)
    Form 990-PF (2015)
    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 organizations?
    Yes
    No
    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 name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 AccountingFeesSchedule
    Name:
    VIC AND VICKI WEINSTEIN FAMILY
     
    FOUNDATION INC
    EIN:
    65-0757233
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INDIRECT ACCOUNTING FEES 3,000 3,000    

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

    TY 2015 GainLossSaleOtherAssetsSch
    Name:
    VIC AND VICKI WEINSTEIN FAMILY
     
    FOUNDATION INC
    EIN:
    65-0757233
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    SEE JP MORGAN STMT ATTACHED-A/C 402   PURCHASE     51,614 47,193     4,421  
    SEE JP MORGAN STMT ATTACHED-A/C 402   PURCHASE     60,854 49,964     10,890  
    SEE JP MORGAN STMT ATTACHED-A/C 403   PURCHASE     200,398 210,947     -10,549  
    SEE JP MORGAN STMT ATTACHED-A/C 403   PURCHASE     93,553 86,810     6,743  

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    VIC AND VICKI WEINSTEIN FAMILY
     
    FOUNDATION INC
    EIN:
    65-0757233
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ALCOA 5.4% 20000 19,450 19,450
    AMGEN INC 5.85% 15000 15,862 15,862
    AMGEN INC 2.2% 20000 19,975 19,975
    CITIGROUP INC. 5.875% 20000 19,850 19,850
    FNMA REMIC TRST 2005-3 5.5% 48000 5,852 5,852
    FNMA REMIC TRUST 2004-17 3% 29000 222 222
    GOLDMAN SACHS GROUP INC 2.625% 25000 25,179 25,179
    HCA INC 4.75% 20000 19,800 19,800
    HEINZ HJ CO    
    INTERNATIONAL LEASE FIN CORP 20,275 20,275
    NASDAQ STK MKT INC 4.0% 15000    
    NASDAQ STK MKT INC 5.25% 20000 21,167 21,167
    PEPSIAMERICAS INC 4.875% 15000    
    POST HLGS INC 7.375% 20000 20,850 20,850
    SUNTRUST BKS INC 2.5% 20000 20,099 20,099
    VALE OVERSEAS LTD 6.25% 15000 14,972 14,972

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    VIC AND VICKI WEINSTEIN FAMILY
     
    FOUNDATION INC
    EIN:
    65-0757233
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ENTERPRISE PRODUCTS PARTNERS 92,088 92,088
    ALTRIA GROUP    
    AMAZON.COM INC. 9,462 9,462
    APPLE INC.    
    ALTRIA GROUP INC. 6,636 6,636
    BP PLC SPONSORED ADR 5,471 5,471
    BERKSHIRE HATHAWAY INC DEL 4,621 4,621
    BRISTOL MYERS SQUIBB CO 11,419 11,419
    CELGENE CORP 4,072 4,072
    GOOGLE INC    
    ISHARES S&P SMALL CAP 600 21,308 21,308
    ISHARES S&P SMALL CAP 600 21,506 21,506
    ISHARES S&P MID CAP 400 VALUE 32,230 32,230
    ISHARES S&P MID CAP 400 GROWTH 33,158 33,158
    ISHARES S&P 500 VALUE ETF 50,285 50,285
    ISHARES S&P 500 GROWTH ETF 51,531 51,531
    ISHARES COHEN & STEERS 13,497 13,497
    ISHARES MSCI EAGE ETF 16,207 16,207
    ISHARES MSCI EMERGING MARKETS    
    ISHARES CORE HIGH DIVIDEND ETF 10,277 10,277
    MYLAN INC    
    POWERSHARES QQQ TRUST 5,929 5,929
    POWERSHARES EXCH TRADED FD 11,571 11,571
    SPDR S&P GLOBAL DIVIDENDS ETF 5,810 5,810
    STARBUCKS CORP 8,884 8,884
    VANGUARD FTSE EMERGING MARKETS 11,089 11,089
    VERIZON COMMUNICATIONS    
    WALT DISNEY CO 6,620 6,620
    WELLS FARGO 7,719 7,719
    WELLTOWER INC. 6,735 6,735
    CHS INC 26,810 26,810
    CITIZENS FINANCIAL GROUP INC 13,095 13,095
    ENTERPRISE PRODUCTS PARTNERS    
    ENLINK MIDSTREAM PARTNERS LP    
    ESSENT GROUP LTD    
    FMSA HOLDINGS INC    
    GOODRICH PETROLEUM CORP NEW 399 399
    MICHAEL KORS HLDGS LTD    
    NOVOCURE LIMITED 11,180 11,180
    PLAINS ALL AMERICAN PIPELINE    
    REGIONS FINANCIAL CORPORATION 27,130 27,130
    SERVICEMASTER GLOBAL HOLDINGS 39,240 39,240
    STRATEGIC HOTELS & RESORTS    
    SUNOCO LP    
    TESTORO LOGISTICS LP    
    TWITTER INC 4,628 4,628
    VISA INC 31,020 31,020

    TY 2015 OtherDecreasesSchedule
    Name:
    VIC AND VICKI WEINSTEIN FAMILY
     
    FOUNDATION INC
    EIN:
    65-0757233
    Description Amount
    UNREALIZED LOSSES 57,154


    TY 2015 OtherExpensesSchedule
    Name:
    VIC AND VICKI WEINSTEIN FAMILY
     
    FOUNDATION INC
    EIN:
    65-0757233
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    MISC EXPENSES 8,732 8,732    
    INVESTMENT EXPENSES 5,948 5,948    


    TY 2015 OtherIncomeSchedule2
    Name:
    VIC AND VICKI WEINSTEIN FAMILY
     
    FOUNDATION INC
    EIN:
    65-0757233
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FROM K-1 40403 -15,406    
    MISC INCOME 17    


    TY 2015 TaxesSchedule
    Name:
    VIC AND VICKI WEINSTEIN FAMILY
     
    FOUNDATION INC
    EIN:
    65-0757233
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES WITHHELD 40402 29 29    
    FLORIDA ANNUAL FEE 61 61    
    FOREIGN TAXES WITHHELD -K-1'S 252 252