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 WEIL FAMILY FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)400 WOODWARD ROAD   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ROSE VALLEY, PA19063
A Employer identification number

95-2379787
B Telephone number (see instructions)

(610) 209-9887
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$6,022,918J 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).............. 110,000
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 19,019 19,019 19,019
4 Dividends and interest from securities...... 105,844 105,844 105,844
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 454,633
b Gross sales price for all assets on line 6a 2,899,367
7 Capital gain net income (from Part IV, line 2)... 454,576
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).......      
12 Total. Add lines 1 through 11........ 689,496 579,439 124,863
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 4,500 4,500    
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 331 166    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,614 1,614    
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 32,275 32,275    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 38,720 38,555   0
25 Contributions, gifts, grants paid........ 299,000 299,000
26 Total expenses and disbursements. Add lines 24 and 25 337,720 38,555   299,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 351,776
b Net investment income (if negative, enter -0-) 540,884
c Adjusted net income (if negative, enter -0-)... 124,863
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...............   12,155 12,155
2 Savings and temporary cash investments.......... 460,554 698,562 698,562
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) 308,302 352,569 352,569
b Investments—corporate stock (attach schedule)........ 5,100,887 Click to see attachment4,706,767 4,706,767
c Investments—corporate bonds (attach schedule)........ 254,398 Click to see attachment252,865 252,865
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) 6,124,141 6,022,918 6,022,918
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 326,631 326,631
29 Retained earnings, accumulated income, endowment, or other funds 5,797,510 5,696,287
30 Total net assets or fund balances (see instructions)...... 6,124,141 6,022,918
31 Total liabilities and net assets/fund balances (see instructions).. 6,124,141 6,022,918
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 6,124,141
2 Enter amount from Part I, line 27a..................... 2 351,776
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 6,475,917
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 452,999
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 6,022,918
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 ALBEMARLE CORP COM P 1982-07-02 2014-12-23
b HALYARD HEALTH INC S P 2014-10-03 2015-01-26
c COCA COLA COM P 2013-10-01 2015-11-20
d MYLAN INC P 2013-10-01 2015-11-20
e US TSY 1.000% OCT 31 20 1.000% OCT P 2013-09-13 2014-03-04
DELTA AIR LINES INC P 2013-10-01 2015-11-01
PARKER HANNIFIN CORP P 2013-10-01 2014-12-23
ALLIANT TECHSYSTEMS INC P 1990-11-05 2014-12-23
J C PENNEY CO COM P 2012-05-02 2015-01-26
COGNIZANT TECH SOLUTNS A P 2013-10-01 2015-11-20
NETAPP INC P 2013-10-01 2015-11-20
US TSY 1.875% SEP 30 20 1.875% SEP P 2013-09-13 2014-03-04
DISCOVER FINL SVCS P 2013-10-01 2015-11-05
PFIZER INC P 2013-10-01 2014-12-23
AMERICAN INTERNATIONAL GROUP INC P 2006-07-18 2014-12-23
ABBOTT LABS P 2013-10-01 2014-12-20
DEERE & COMPANY 2.60% 20 - 02.600% J P 2013-10-01 2015-11-20
OCEANEERING INTL INC P 2013-10-01 2015-11-20
US TSY 2.000% FEB 15 20 2.000% FEB P 2014-02-05 2014-12-03
E M C CORPORATION MASS P 2013-10-01 2015-11-01
PPG INDUSTRIES INC SHS P 2013-10-01 2014-12-23
AMERICAN STATES WATER CO P 2008-01-31 2014-12-23
ABBVIE INC SHS P 2013-10-01 2014-12-20
E M C CORPORATION MASS P 2013-10-01 2015-11-20
ORACLE CORP 0.01 DEL P 2013-10-01 2015-11-20
US TSY 2.625% AUG 15 20 2.625% AUG P 2014-02-05 2014-03-04
FACEBOOK INC CLASS A COMMON STOCK P 2013-10-01 2015-11-01
QUALCOMM INC P 2013-10-01 2014-12-22
BANK OF AMERICA CORP(WASH SALE) P 2006-10-27 2014-12-23
AGILENT TECHNOLOGIES INC P 2013-10-01 2014-12-20
ELI LILLY & CO P 2013-10-01 2015-11-20
PFIZER INC P 2013-10-01 2015-11-20
VERISIGN INC P 2013-10-01 2015-11-23
FEDERAL HOME LN MTG CORP NOTES 01.00 D 2013-10-01 2015-11-01
SCHLUMBERGER LTD P 2013-10-01 2014-12-23
DOMINION RES INC NEW VA P 1982-07-02 2014-12-23
ANHEUSER-BUSCH IN 2.50% COMPANY GUAR P 2013-10-01 2014-12-20
GENERAL ELEC CAP CORP SER MTN 01.000 P 2013-10-01 2015-11-20
PROCTER & GAMBLE CO P 2013-10-01 2015-11-20
VERITIV CORP ISSUED P 2013-10-01 2015-11-23
HALLIBURTON COMPANY P 2013-10-01 2015-11-01
TYCO INTL PLC SHS P 2013-10-01 2014-12-23
HALYARD HEALTH INC SHS P 2005-05-06 2014-12-23
APPLE INC P 2013-10-01 2014-12-23
GOOGLE INC SHS CL C P 2013-10-01 2015-11-20
ROSS STORES INC COM P 2013-10-01 2015-11-20
VERIZON COMMUN 3.00% 201 P 2013-10-01 2015-11-23
INTEL CORP P 2014-12-18 2015-11-18
UNION PACIFIC CORP P 2013-10-01 2014-12-23
HEWLETT PACKARD CO DEL P 2010-04-22 2014-12-23
APPLIED MATERIAL INC P 2013-10-01 2015-11-20
INGERSOLL-RAND PLC P 2013-10-01 2015-11-20
SALIX PHRMCTCLS LTD COM P 2013-10-01 2015-11-20
WHIRLPOOL CORP P 2013-10-01 2015-11-23
ISHARES MSCI EAFE P 2013-10-01 2015-11-01
US TSY 1.000% SEP 15 20 1.000% SEP P 2014-12-01 2014-03-04
INTUITIVE SURGICAL INC NEW P 2009-02-18 2014-12-23
BIOGEN IDEC INC P 2013-10-09 2015-11-20
INTL PAPER CO P 2013-10-01 2015-11-20
SANDISK CORP INC P 2014-07-01 2014-12-11
YAHOO INC P 2013-10-01 2015-11-23
LAS VEGAS SANDS CORP P 2012-10-01 2015-11-01
US TSY 1.750% FEB 28 20 1.750% FEB P 2013-10-01 2014-12-23
J C PENNEY CO COM P 2010-01-10 2014-12-23
BOEING COMPANY P 2013-10-01 2015-11-20
JOHNSON AND JOHNSON COM P 2013-10-01 2015-11-20
SYMANTEC CORP COM P 2013-10-01 2015-11-20
3M COMPANY P 2013-10-01 2015-11-23
LOWE'S COMPANIES INC P 2013-09-13 2015-11-11
US TSY 2.000% APR 30 20 2.000% APR P 2014-02-05 2014-12-03
KIMBERLY CLARK P 1982-07-02 2014-12-23
BORG WARNER INC COM P 2013-10-01 2015-11-20
JPMORGAN CHASE & 5.12% P 2013-10-01 2015-11-20
TE CONNECTIVITY LTD REG.SHS P 2013-10-01 2015-11-20
BLACKROCK STRATEGIC INCOME OPPRTNTS P 2013-10-01 2015-11-23
MARATHON PETROLEUM CORP P 2013-10-01 2014-12-23
TESCO PLC SPNRD ADR(WASH SALE) P 2004-03-05 2014-12-23
CELGENE CORP COM P 2013-10-01 2015-11-20
MARATHON OIL CORP P 2013-10-01 2015-11-20
TERADATA CORP DEL P 2013-10-01 2015-11-20
BOEING COMPANY P 2013-10-01 2015-11-22
MASTERCARD INC P 2013-10-01 2014-12-23
WT01 21AMERICAN INTERNAT USD P 2011-01-24 2014-12-23
CHEVRON CORP 1.10%DEC05 GLB 01.104% P 2013-10-01 2015-11-20
MASTERCARD INC P 2013-10-01 2014-12-18
TERADYNE INC P 2013-10-01 2015-11-20
CITIGROUP INC COM NEW P 2013-10-01 2015-11-23
MICRON TECHNOLOGY INC P 2013-10-01 2014-12-23
ALLIANT TECHSYSTEMS P 2014-12-12 2015-01-26
CHUBB CORP P 2013-10-01 2015-11-20
MEDTRONIC INC COM P 2013-10-01 2014-11-25
TWENTY-FIRST CENTURY FOX INC CLASS A P 2013-10-01 2015-11-20
COMCAST CORP NEW CL A P 2013-10-01 2015-11-30
NORFOLK SOUTHERN CORP P 2013-10-13 2014-12-23
AMERICAN INTERNATION GROUP INC P 2014-12-29 2015-01-26
CISCO SYSTEMS INC COM P 2013-10-01 2015-11-20
MERCK AND CO INC SHS P 2013-10-01 2015-11-20
UNITED CONTL HLDGS INC P 2013-10-09 2014-12-18
CREDIT SUISSE FB 4.87% COMPANY GUAR P 2013-10-01 2015-11-01
ORACLE CORP 0.01 DEL P 2013-09-13 2015-11-16
(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 53,852   507 53,345
b        
c 13,856   12,642 1,214
d 31,011   32,213 -1,202
e 23,257   23,090 167
22,687   17,139 5,548
17,516   20,005 -2,489
40,030   2,386 37,644
6   31 -25
26,408   26,746 -338
19,582   21,857 -2,275
15,468   15,317 151
44,259   41,418 2,841
21,636   18,847 2,789
735   15,890 -15,155
17,721   15,494 2,227
27,887   27,223 664
13,955   18,119 -4,164
85,832   82,633 3,199
32,117   29,656 2,461
50,895   43,024 7,871
64,389   28,924 35,465
23,548   20,540 3,008
10,219   10,216 3
23,980   20,607 3,373
13,499   13,320 179
7,901   6,435 1,466
31,648   46,326 -14,678
20,202   60,532 -40,330
31,394   28,527 2,867
21,628   17,718 3,910
23,976   25,836 -1,860
28,412   30,212 -1,800
33,013   33,032 -19
16,073   18,179 -2,106
68,143   4,397 63,746
13,267   12,884 383
15,130   15,000 130
10,980   11,115 -135
250   233 17
8,888   11,523 -2,635
11,437   10,579 858
18,927   3,567 15,360
22,709   16,913 5,796
5,448   4,448 1,000
11,173   11,468 -295
29,973   29,653 320
34,963   39,355 -4,392
36,302   36,367 -65
40,542   53,158 -12,616
27,393   23,639 3,754
19,292   17,838 1,454
24,976   18,415 6,561
19,362   19,342 20
405,714   383,123 22,591
56,262   56,112 150
53,686   10,710 42,976
47,081   40,797 6,284
29,296   26,824 2,472
27,780   28,306 -526
16,417   18,091 -1,674
19,412   25,527 -6,115
20,653   20,977 -324
1,976   3,172 -1,196
22,263   20,356 1,907
20,075   18,071 2,004
13,798   13,435 363
40,889   31,658 9,231
10,792   7,035 3,757
15,197   15,157 40
210,581   6,535 204,046
25,227   20,319 4,908
25,000   25,000  
19,965   17,657 2,308
50,833   52,367 -1,534
20,444   16,171 4,273
18,317   31,494 -13,177
20,622   18,858 1,764
19,007   18,331 676
16,183   17,919 -1,736
19,052   18,657 395
10,162   7,268 2,894
113   98 15
28,844   28,490 354
11,592   9,021 2,571
6,464   5,789 675
14,374   13,695 679
25,429   45,289 -19,860
71   68 3
17,407   17,421 -14
25,743   22,126 3,617
28,336   29,106 -770
12,583   9,677 2,906
16,421   18,772 -2,351
9   9  
33,673   31,683 1,990
11,899   10,446 1,453
27,564   16,993 10,571
22,000   22,000  
18,292   15,524 2,768
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       53,345
b        
c       1,214
d       -1,202
e       167
      5,548
      -2,489
      37,644
      -25
      -338
      -2,275
      151
      2,841
      2,789
      -15,155
      2,227
      664
      -4,164
      3,199
      2,461
      7,871
      35,465
      3,008
      3
      3,373
      179
      1,466
      -14,678
      -40,330
      2,867
      3,910
      -1,860
      -1,800
      -19
      -2,106
      63,746
      383
      130
      -135
      17
      -2,635
      858
      15,360
      5,796
      1,000
      -295
      320
      -4,392
      -65
      -12,616
      3,754
      1,454
      6,561
      20
      22,591
      150
      42,976
      6,284
      2,472
      -526
      -1,674
      -6,115
      -324
      -1,196
      1,907
      2,004
      363
      9,231
      3,757
      40
      204,046
      4,908
       
      2,308
      -1,534
      4,273
      -13,177
      1,764
      676
      -1,736
      395
      2,894
      15
      354
      2,571
      675
      679
      -19,860
      3
      -14
      3,617
      -770
      2,906
      -2,351
       
      1,990
      1,453
      10,571
       
      2,768
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 2 454,576
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 -1,029
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 230,600 5,875,246 0.039249
2012 269,004 4,988,289 0.053927
2011 244,056 3,225,245 0.075671
2010 51,790 1,238,623 0.041813
2009 37,504 1,071,746 0.034993
2 Total of line 1, column (d) ...................... 2 0.245653
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 0.049131
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 0
5 Multiply line 4 by line 3....................... 5  
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 5,409
7 Add lines 5 and 6......................... 7 5,409
8 Enter qualifying distributions from Part XII, line 4.............. 8 299,000
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 5,409
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 5,409
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 5,409
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 2,908
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 2,908
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 88
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 2,589
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)
    bulletCA
    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 addressbulletN\A
    14
    The books are in care ofbulletMICHAEL ADESMAN Telephone no.bullet (610) 209-9887
    Located atbullet400 WOODWARD ROADROSE VALLEYPA ZIP+4bullet19063
    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
     
     
    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 bullet2010, 2006, 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
     
    No
    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
    MICHAEL ADESMAN PRESIDENT
    5.00     		0 0 0
    400 WOODWARD ROAD
    ROSE VALLEY,PA19063
    CAROL WEIL VICE PRESIDE
    0.00     		0 0 0
    7417 HELMSDALE ROAD
    BETHESDA,MD20817
    SUSAN WEIL SECRETARY
    0.00     		0 0 0
    400 WOODWARD ROAD
    ROSE VALLEY,PA19063
    MARIANNE WEIL TREASURER
    0.00     		0 0 0
    1001 LINDENWOOD
    LOS ANGELES,CA90049
    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 WEIL INSTITUTE OF CRITICAL CARE MEDICINE ALL GRANTS & DISTRIBUTIONS ARE MADE TO PUBLIC NON-PROFIT RESEARCH & CHARITABLE ORGANIZATIONS YO ENABLE THEM TO PERFORM RESEARCH & CHARITABLE FUNCTIONS 225,000
    2 CROZER CHESTER FOUNDATION ALL GRANTS & DISTRIBUTIONS ARE MADE TO PUBLIC NON-PROFIT RESEARCH & CHARITABLE ORGANIZATIONS YO ENABLE THEM TO PERFORM RESEARCH & CHARITABLE FUNCTIONS 25,000
    3 PARTNERS IN HEALTH ALL GRANTS & DISTRIBUTIONS ARE MADE TO PUBLIC NON-PROFIT RESEARCH & CHARITABLE ORGANIZATIONS YO ENABLE THEM TO PERFORM RESEARCH & CHARITABLE FUNCTIONS 20,000
    4 CONGREGATION OHEV SHALOM ALL GRANTS & DISTRIBUTIONS ARE MADE TO PUBLIC NON-PROFIT RESEARCH & CHARITABLE ORGANIZATIONS YO ENABLE THEM TO PERFORM RESEARCH & CHARITABLE FUNCTIONS 18,000
    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
    0
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    0
    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
    0
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    0
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    0
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    0
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    5,409
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,409
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    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
    0
    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
    299,000
    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
    299,000
    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
    5,409
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    293,591
    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 0
    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.......  
    b From 2010.......  
    c From 2011....... 47,725
    d From 2012....... 20,017
    e From 2013.......  
    fTotal of lines 3a through e......... 67,742
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 299,000
    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.....  
    e Remaining amount distributed out of corpus 299,000
    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 5 366,742
    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) ...     		 
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		366,742
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011.... 47,725
    c Excess from 2012.... 20,017
    d Excess from 2013....  
    e Excess from 2014.... 299,000
    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).)
    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 e-mail address of the person to whom applications should be addressed:
    MICHAEL ADESMAN
    400 WOODWARD ROAD
    ROSE VALLEY,PA19063
    (610) 892-0345
    MICADES@AOL.COM
    bThe form in which applications should be submitted and information and materials they should include:
    CHECK ONLY
    cAny submission deadlines:
    NOVEMBER 30
    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
    WEIL INST OF CRITICAL CARE MED
    35-100 BOB HOPE DRIVE
    RANCHO MIRAGE,CA92270     		NONE   CHARITABLE 225,000
    CROZER CHESTER FOUNDATION
    ONE MEDICAL CTR BLVD
    UPLAND,PA19013     		NONE   CHARITABLE 25,000
    PARTNERS IN HEALTH
    888 COMMONWEALTH AVE
    3RD FLOOR
    BOSTON,MA02215     		NONE   CHARITABLE 20,000
    CONGREGATION OHEV SHALOM
    2 CHESTER ROAD
    WALLINGFORD,PA19086     		NONE   CHARITABLE 18,000
    ALZHEIMERS
    322 EIGHT AVE
    7TH FLOOR
    NEW YORK,NY10001     		NONE   CHARITABLE 5,000
    PLATO SOCIETY
    1083 GAYLEY AVE
    2ND FLOOR
    LOS ANGELES,CA90024     		NONE   CHARITABLE 5,000
    HELPING THE COMMUNITY
    555 W TEMPLE STREET
    LOS ANGELES,CA90012     		NONE   CHARITABLE 1,000
    Total .................................bullet 3a 299,000
    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 ............     		    14 19,019  
    4 Dividends and interest from securities....     14 105,844  
    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 .............     		        454,633
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   124,863 454,633
    13Total. Add line 12, columns (b), (d), and (e)..................
    13579,496
    (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.)
    4 ALL FUNDS ENABLE THE FOUNDATION TO MAKE GRANTS AND
    4 DISTRIBUTIONS TO PUBLIC NON-PROFIT RESEARCH AND
    4 CHARITABLE ORGANIZATIONS
    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:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 AccountingFeesSchedule
    Name:
    THE WEIL FAMILY FOUNDATION
    EIN: 95-2379787
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CALIBRE ACCOUNTING 4,500 4,500    

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

    TY 2014 GainLossSaleOtherAssetsSch
    Name:
    THE WEIL FAMILY FOUNDATION
    EIN: 95-2379787
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    US TSY 2.125% JUN 30 20 2.125% JUN 2014-03 PURCHASE 2014-12   14,122 14,065     57  

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    THE WEIL FAMILY FOUNDATION
    EIN: 95-2379787
    Name of Bond End of Year Book Value End of Year Fair Market Value
    JP MORGAN CHASE & CO 31,706 31,706
    CREDIT SUISSE FB USA INC    
    GOLDMAN SACHS GROUP INC 30,164 30,164
    WELLS FARGO 16,030 16,030
    A T & T INC 30,261 30,261
    WELLS FARGO 15,093 15,093
    CISCO SYSTEMS INC 29,685 29,685
    SHELL INTERNATIONAL FIN 30,196 30,196
    CITIGROUP INC 17,280 17,280
    APPLE INC 30,283 30,283
    GENERAL ELEC CAP CORP 22,167 22,167

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    THE WEIL FAMILY FOUNDATION
    EIN: 95-2379787
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M CORPORATION 23,800 23,800
    ACTIVISION BLIZZARD 30,994 30,994
    AETNA UNC 26,612 26,612
    ALBEMARLE CORP 48,654 48,654
    ALIBABA GROUP 25,224 25,224
    ALLIANCE DATA SYSTEMS 28,111 28,111
    ALLIANT TECHNSYSTEMS    
    ALPHABET INC CL C 60,893 60,893
    ALPHABET INC CL A 75,522 75,522
    AMERICAN INTERNATIONAL WTS    
    AMERICAN EXPRESS 5,954 5,954
    AMERICAN INTERNATIONAL GROUP    
    AMERICAN STATES WATER 75,269 75,269
    AMGEN INC COM PV 70,562 70,562
    APPLE INC 135,099 135,099
    BANK O F AMERICA 64 64
    BARNES GROUP 94,797 94,797
    BIOGEN IDEC INC    
    BLACKROCK STRATEGIC 166,893 166,893
    BOEING CORP 94,216 94,216
    BOEING CORP    
    CAMPBELL SOUP 101,338 101,338
    CDW CORP 21,153 21,153
    CENTENE CORP 16,170 16,170
    CENTURY LINK 12,879 12,879
    CHUBB GROUP 79,014 79,014
    CIGNA CORP 51,967 51,967
    CISCO SYS INC 40,303 40,303
    CITIGROUP INC 25,152 25,152
    COGNIZANT TECH SOLUTIONS 39,265 39,265
    COMCAST CORP NEW CL A 69,563 69,563
    CVS HEALTH 39,988 39,988
    D R HORTON 22,391 22,391
    DELTA AIRLINES 21,279 21,279
    DISCOVERY FINL SVCS    
    DOMINION RESERVE INC 62,355 62,355
    DOW CHEMICAL CO 31,330 31,330
    DR PEPPER SNAPPLE GROUP 31,682 31,682
    EMC CORP    
    EXXONMOBILE 96,129 96,129
    FACEBOOK INC 76,199 76,199
    FEDEX CORP 117,804 117,804
    GENERAL ELECTRIC 14,480 14,480
    GILEAD SCIENCES 20,132 20,132
    GOOGLE INC CL A    
    HALLIBURTON COMPANY 19,726 19,726
    HALYARD HEALTH INC    
    HEWLETT PACKARD    
    HOME DEPOT 79,525 79,525
    HUMANA 28,166 28,166
    INTEL 22,009 22,009
    INTUITIVE SURGICAL INC 53,562 53,562
    ISHARE TR CORE MSCI EAF 406,180 406,180
    ISHARES IBOXX HIGH YEILD 199,237 199,237
    ISHARES INC CORE MSCI 196,921 196,921
    ISHARES JP MORGAN EM BOND 204,207 204,207
    ISHARES MSCI EAFE    
    ISHARES TR RUSSELL 2000 213,189 213,189
    JC PENNY    
    JOHNSON & JOHNSON 110,392 110,392
    KIMBERLY CLARK 220,475 220,475
    LABORATORY CO AMER 21,148 21,148
    LAS VEGAS SANDS    
    LOWE'S COMPANY 65,799 65,799
    MARATHON OIL    
    MARATHON OIL CORP 6,144 6,144
    MARATHON PETROLEUM CORP 18,381 18,381
    MASTERCARD INC 56,794 56,794
    MCKESSON CORPORATION 25,184 25,184
    MERCK AND CO 32,866 32,866
    MICRON TECHNOLOGY    
    MICROSOFT CORP 117,940 117,940
    NESTLE SA REP RG 65,104 65,104
    NORFOLK SOUTHERN CORP    
    OCEANEERING OMTL INC    
    OMNICOM GROUP 24,024 24,024
    ORACLE CORP 20,927 20,927
    PARKER HANNIFIN CORP    
    PBF ENERGY INC CL A 16,479 16,479
    PFIZER INC    
    PPG INDUSTRIES INC    
    QUALCOMM INC    
    ROCKWELL COLLINS 22,614 22,614
    ROSS STORES INC 33,130 33,130
    SANDISK CORP    
    SCHLUMBERGER LTD 29,934 29,934
    SOUTHWEST AIRLINES 39,961 39,961
    SUNCOR ENERGY IC 24,426 24,426
    TESCO PLC 84 84
    TEVA PHARMACUTICALS INDS ADR 46,694 46,694
    THE PRICELINE GROUP 42,461 42,461
    TJX COS INC 41,089 41,089
    TYCO INTL LTD    
    UNION PACIFIC CORP    
    UNITED CONTL HLDGS INC 24,187 24,187
    UNITED HEALTH GROUP 44,408 44,408
    UNIVERSAL HEALTH SVCS B 32,324 32,324
    US BANCORP 58,506 58,506
    WELLS FARGO 62,692 62,692
    WESTIN DIGITAL CORP 26,641 26,641

    TY 2014 OtherDecreasesSchedule
    Name:
    THE WEIL FAMILY FOUNDATION
    EIN: 95-2379787
    Description Amount
       
       
       


    TY 2014 OtherExpensesSchedule
    Name:
    THE WEIL FAMILY FOUNDATION
    EIN: 95-2379787
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    MERRILL LYNCH BROKERAGE FEES 28,683 28,683    
    BANK FEES 3,592 3,592    


    TY 2014 TaxesSchedule
    Name:
    THE WEIL FAMILY FOUNDATION
    EIN: 95-2379787
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CALIFOORNIA REGISTRATION 75      
    CALIFORNIA INFORMATION FEE 75      
    CALIFORNIA FRANCHISE TAX 15      
    FORIEGN INVEST TAX 166 166