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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
DAVID AND CANDACE WEIR FOUNDATION
 
% DAVID AND CANDACE WEIR FOUND
Number and street (or P.O. box number if mail is not delivered to street address)PO Box 10879
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Albany, NY12201
A Employer identification number

13-3797919
B Telephone number (see instructions)

(518) 301-1679
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... 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$34,938,778J 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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 8,863 8,863  
4 Dividends and interest from securities... 132,315 132,315  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,489,090
b Gross sales price for all assets on line 6a 7,865,512
7 Capital gain net income (from Part IV, line 2)... 2,472,574
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 25,446 10,303  
12 Total. Add lines 1 through 11........ 1,655,714 2,624,055  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
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 5,000 2,500 0 0
c Other professional fees (attach schedule)....        
17 Interest............... 15,553 15,553    
18 Taxes (attach schedule) (see instructions)... Click to see attachment 122,682      
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 50,347 50,192    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 193,582 68,245 0 0
25 Contributions, gifts, grants paid....... 1,340,300 1,340,300
26 Total expenses and disbursements. Add lines 24 and 25 1,533,882 68,245 0 1,340,300
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 121,832
b Net investment income (if negative, enter -0-) 2,555,810
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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......... 393,846 718,166 718,166
3 Accounts receivable bullet1,000
Less: allowance for doubtful accounts bullet   0 1,000 1,000
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)....... 15,772,304 Click to see attachment15,597,725 17,125,820
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 10,141,655 Click to see attachment10,127,880 17,093,792
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) 26,307,805 26,444,771 34,938,778
Liabilities 17 Accounts payable and accrued expenses.......... 6,251 21,385
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)......... 6,251 21,385
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 17,201,669 17,201,669
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 9,099,885 9,221,717
30 Total net assets or fund balances (see instructions)..... 26,301,554 26,423,386
31 Total liabilities and net assets/fund balances (see instructions). 26,307,805 26,444,771
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
26,301,554
2
Enter amount from Part I, line 27a .....................
2
121,832
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
26,423,386
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
26,423,386
Form 990-PF (2018)
Form 990-PF (2018)
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 50,000 SHS MDXG P 2017-03-02 2018-02-21
b 10,000 SHS MDXG P 2017-09-20 2018-02-21
c 20,000 SHS FNSR P 2016-05-13 2018-03-13
d 10,000 SHS FNSR P 2017-03-13 2018-03-13
e 20,000 SHS FNSR P 2017-08-10 2018-03-13
50,000 SHS OCLR P 2016-10-17 2018-04-11
50,000 SHS OCLR P 2017-03-02 2018-04-10
20,000 SHS OCLR P 2017-03-10 2018-04-10
10,200 SHS OCLR P 2017-03-13 2018-04-10
39,800 SHS OCLR P 2017-03-13 2018-04-11
50,000 SHS OCLR P 2017-11-02 2018-04-11
10,000 SHS KS P 2014-05-01 2018-06-18
3,600 SHS MITL P 2014-12-09 2018-06-18
200 SHS MITL P 2014-12-10 2018-06-18
300 SHS MITL P 2014-12-12 2018-06-18
9,900 SHS MITL P 2014-12-15 2018-06-18
3,600 SHS MITL P 2014-12-16 2018-06-18
4,100 SHS MITL P 2014-12-16 2018-06-18
8,300 SHS MITL P 2014-12-17 2018-06-18
6,243 SHS MITL P 2015-01-05 2018-06-18
8,357 SHS MITL P 2015-01-06 2018-06-18
3,100 SHS MITL P 2015-01-07 2018-06-18
2,300 SHS MITL P 2015-01-09 2018-06-18
5,000 SHS MITL P 2016-03-07 2018-06-18
4,700 SHS MITL P 2016-03-08 2018-06-18
14,900 SHS MITL P 2016-03-08 2018-06-18
25,400 SHS MITL P 2016-03-08 2018-06-18
20,000 SHS MITL P 2016-05-12 2018-06-18
14,728 SHS JBL D 1996-06-17 2018-10-30
5,272 SHS JBL D 1996-06-17 2018-10-30
16,053 SHS RCM P 2017-09-21 2018-10-30
9,000 SHS RCM P 2017-09-21 2018-10-30
11,200 SHS RCM P 2017-09-22 2018-10-30
8,147 SHS RCM P 2017-09-25 2018-10-31
15,600 SHS RCM P 2017-09-26 2018-10-31
5,753 SHS RCM P 2017-09-27 2018-10-31
13,747 SHS RCM P 2017-09-27 2018-10-30
20,500 SHS RCM P 2017-10-12 2018-10-31
1,000 SHS ISRG D 2006-03-09 2018-12-19
2,000 SHS JBL D 1999-12-22 2018-12-19
18,000 SHS JBL D 1997-07-22 2018-12-19
4,900 SHS RTEC P 2018-10-05 2018-12-19
15,100 SHS RTEC P 2018-10-05 2018-12-21
(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 452,870   421,745 31,125
b 90,574   124,163 -33,589
c 396,241   316,192 80,049
d 198,710   267,474 -68,764
e 397,185   490,200 -93,015
470,259   395,755 74,504
466,474   435,395 31,079
186,590   171,488 15,102
95,161   85,420 9,741
374,326   333,305 41,021
470,259   305,465 164,794
347,173   254,942 92,231
39,348   35,955 3,393
2,186   2,006 180
3,279   3,009 270
108,207   99,272 8,935
39,348   36,102 3,246
44,813   41,107 3,706
90,719   83,295 7,424
68,236   65,650 2,586
91,342   87,347 3,995
33,883   32,348 1,535
25,139   24,190 949
54,650   37,044 17,606
51,371   34,661 16,710
162,856   110,558 52,298
277,621   187,640 89,981
218,599   131,100 87,499
357,793     357,793
128,075     128,075
131,249   58,235 73,014
73,584   32,757 40,827
91,571   40,656 50,915
68,286   28,277 40,009
130,756   54,583 76,173
48,220   20,193 28,027
112,395   48,252 64,143
171,827   71,955 99,872
488,121   29,670 458,451
47,372     47,372
426,346     426,346
93,084   96,906 -3,822
278,312   298,628 -20,316
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       31,125
b       -33,589
c       80,049
d       -68,764
e       -93,015
      74,504
      31,079
      15,102
      9,741
      41,021
      164,794
      92,231
      3,393
      180
      270
      8,935
      3,246
      3,706
      7,424
      2,586
      3,995
      1,535
      949
      17,606
      16,710
      52,298
      89,981
      87,499
      357,793
      128,075
      73,014
      40,827
      50,915
      40,009
      76,173
      28,027
      64,143
      99,872
      458,451
      47,372
      426,346
      -3,822
      -20,316
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 2,472,574
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))
2017 1,477,798 40,316,409 0.036655
2016 1,616,293 29,443,451 0.054895
2015 1,208,932 30,307,346 0.039889
2014 1,687,647 29,902,652 0.056438
2013 1,776,702 29,063,350 0.061132
2
Total of line 1, column (d) .....................
2
0.249009
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.049802
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
41,164,895
5
Multiply line 4 by line 3......................
5
2,050,094
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
25,558
7
Add lines 5 and 6........................
7
2,075,652
8
Enter qualifying distributions from Part XII, line 4,.............
8
1,340,300
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 51,116
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 51,116
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 51,116
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 20,432
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 37,500
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 57,932
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 74
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 6,742
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet6,742 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? Click to see list of attachments....................
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 changesClick to see list of attachments....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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.Click to see list of attachments
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the 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 (2018)
    Form 990-PF (2018)
    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 addressbulletNONE
    14
    The books are in care ofbulletDAVID AND CANDACE WEIR FOUNDAT Telephone no.bullet (518) 431-3500

    Located atbullet9 ELK STREETAlbanyNY ZIP+4bullet12207
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. 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 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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
     
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    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:
    Yes
    No
    (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
     
    No
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    Candace K Weir Trustee
    1.0     		0 0 0
    PO Box 10879
    Albany,NY12201
    Meredith Prime Trustee
    1.0     		0 0 0
    PO Box 10879
    Albany,NY12201
    Amelia F Weir Trustee
    1.0     		0 0 0
    PO Box 10879
    Albany,NY12201
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    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  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
    19,570,464
    b
    Average of monthly cash balances.......................
    1b
    1,887,004
    c
    Fair market value of all other assets (see instructions)................
    1c
    20,334,304
    d
    Total (add lines 1a, b, and c).........................
    1d
    41,791,772
    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
    0
    3
    Subtract line 2 from line 1d.........................
    3
    41,791,772
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    626,877
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    41,164,895
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,058,245
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    2,058,245
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    51,116
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    51,116
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,007,129
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    2,007,129
    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
    2,007,129
    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
    1,340,300
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,340,300
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,340,300
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 2,007,129
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 260,754
    b Total for prior years:2016, 2015, 2014 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 1,340,300
    a Applied to 2017, but not more than line 2a 260,754
    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 2018 distributable amount..... 1,079,546
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018.    
    (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 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    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 ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		927,583
    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) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018.... 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 foundation 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).)
    CANDACE K WEIR
    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 (2018)
    Form 990-PF (2018)
    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
    The Second Stage Theatre Inc
    1501 Broadway Suite 518
    New York,NY10036     		  PC GENERAL CHARITABLE PURPOSES 30,000
    Museum of Modern Art
    11 West 53rd Street
    New York,NY10019     		  PC GENERAL CHARITABLE PURPOSES 170,000
    WETA
    Gtr Washington Educ Telecommication
    3939 Campbell Avenue
    Arlington,VA22206     		  PC GENERAL CHARITABLE PURPOSES 250,000
    Hutchins Center Harvard University
    104 Mount Auburn Street 3R
    Cambridge,MA02138     		  PC GENERAL CHARITABLE PURPOSES 25,000
    Ballard Park Foundation
    PO Box 96
    Westport,NY12993     		  PC GENERAL CHARITABLE PURPOSES 1,500
    St Andrew Roman Catholic Church
    PO Box 279
    Block Island,RI02807     		  PC GENERAL CHARITABLE PURPOSES 5,000
    Russell Ferber Foundation
    FJC - A Fdn of Philanthropic Funds
    40 Fifth Avenue Apt 2A
    New York,NY10011     		  PC GENERAL CHARITABLE PURPOSES 500
    Metropolitan Museum Of Art
    1000 Fifth Avenue
    New York,NY10028     		  PC GENERAL CHARITABLE PURPOSES 55,000
    The Breast Cancer Research Foundation Inc
    28 WEST 44TH STREET SUITE 609
    New York,NY10036     		  PC GENERAL CHARITABLE PURPOSES 107,500
    The Adirondack Council Inc
    PO Box D-2
    Elizabethtown,NY12932     		  PC GENERAL CHARITABLE PURPOSES 1,000
    Adirondack Experience Inc
    PO Box 99
    Blue Mountain Lake,NY12812     		  PC GENERAL CHARITABLE PURPOSES 1,000
    The Albany Academies Inc
    140 Academy Road
    Albany,NY12208     		  PC GENERAL CHARITABLE PURPOSES 2,000
    Albany County Historical Association
    9 Ten Broeck Place
    Albany,NY12210     		  PC GENERAL CHARITABLE PURPOSES 1,000
    Albany Institute of History and Art
    125 Washington Avenue
    Albany,NY12210     		  PC GENERAL CHARITABLE PURPOSES 32,000
    Friends of the Albany Public Library
    161 Washington Avenue
    Albany,NY12210     		  PC GENERAL CHARITABLE PURPOSES 1,000
    Albany Symphony Orchestra Inc
    19 Clinton Avenue
    Albany,NY12207     		  PC GENERAL CHARITABLE PURPOSES 1,000
    American Cancer Society Inc
    250 WILLIAMS STREET NW No 400
    ATLANTA,GA30303     		  PC GENERAL CHARITABLE PURPOSES 1,000
    American Farmland Trust
    1150 Connecticut Ave NW No 600
    Washington,DC20036     		  PC GENERAL CHARITABLE PURPOSES 1,000
    American Red Cross
    431 18th Street
    Washington,DC20006     		  PC GENERAL CHARITABLE PURPOSES 1,000
    Archives of American Art
    Smithsonian Institution
    1000 Jefferson Drive SW
    Washington,DC20560     		  PC GENERAL CHARITABLE PURPOSES 4,000
    Block Island Historical Society
    PO Box 79
    Block Island,RI02807     		  PC GENERAL CHARITABLE PURPOSES 1,000
    Block Island Health Services Inc
    6 Payne Road
    Block Island,RI02807     		  PC GENERAL CHARITABLE PURPOSES 1,000
    The Brown Ledge Foundation Inc
    25 Wilson Street
    Burlington,VT05401     		  PC GENERAL CHARITABLE PURPOSES 1,000
    Capital City Gospel Mission
    259 South Pearl Street
    Albany,NY12201     		  PC GENERAL CHARITABLE PURPOSES 2,000
    Capital Repertory Theatre
    432 State Street
    Schenectady,NY12305     		  PC GENERAL CHARITABLE PURPOSES 2,000
    Champlain Area Trails Inc
    PO Box 193
    Westport,NY12993     		  PC GENERAL CHARITABLE PURPOSES 2,000
    Church of God of Prophecy
    774 Madison Avenue
    Albany,NY12208     		  PC GENERAL CHARITABLE PURPOSES 2,000
    Double H - Hole In The Woods Ranch Inc
    97 Hidden Valley Road
    Lake Luzerne,NY12846     		  PC GENERAL CHARITABLE PURPOSES 2,000
    The Drawing Center
    35 Wooster Street
    New York,NY10013     		  PC GENERAL CHARITABLE PURPOSES 2,000
    Eakins Press Foundation
    20 West 44th Street Suite 405
    New York,NY10036     		  PC GENERAL CHARITABLE PURPOSES 1,000
    ECHO Inc
    Essex Community Heritage Organizati
    PO Box 250
    Essex,NY12936     		  PC GENERAL CHARITABLE PURPOSES 1,000
    Elizabethtown Community Hospital
    PO Box 277
    Elizabethtown,NY12932     		  PC GENERAL CHARITABLE PURPOSES 2,000
    Families In Need Of Assistance Inc
    69 Brookline Ave
    Albany,NY12203     		  PC GENERAL CHARITABLE PURPOSES 2,000
    Fresh Air Fund
    633 Third Avenue 14th Floor
    New York,NY10017     		  PC GENERAL CHARITABLE PURPOSES 2,000
    Friends of the Albany Rural Cemetery Inc
    Cemetery Avenue
    Albany,NY12204     		  PC GENERAL CHARITABLE PURPOSES 10,000
    The Garden Conservancy Inc
    PO Box 608
    Garrison,NY10524     		  PC GENERAL CHARITABLE PURPOSES 2,500
    Girls Inc of the Greater Capital Region
    962 Albany Street
    Schenectady,NY12307     		  PC GENERAL CHARITABLE PURPOSES 3,500
    Greater Loudonville Association Inc
    PO Box 11144
    Loudonville,NY12211     		  PC GENERAL CHARITABLE PURPOSES 1,000
    High Peaks Hospice & Palliative Care Inc
    79 Glenwood Avenue
    Queensbury,NY12804     		  PC GENERAL CHARITABLE PURPOSES 5,000
    Historic Albany Foundation Inc
    89 Lexington Avenue
    Albany,NY12206     		  PC GENERAL CHARITABLE PURPOSES 10,000
    Historic Cherry Hill
    523 1/2 South Pearl Street
    Albany,NY12202     		  PC GENERAL CHARITABLE PURPOSES 3,000
    Interfaith Partnership For The Homeless Inc
    176 Sheridan Avenue
    Albany,NY12210     		  PC GENERAL CHARITABLE PURPOSES 3,000
    Lake Champlain Committee Inc
    208 Flynn Avenue Building 3 Studio
    Burlington,VT05401     		  PC GENERAL CHARITABLE PURPOSES 1,000
    The Laundromat Project Inc
    127 West 127th Street Suite 324
    New York,NY10027     		  PC GENERAL CHARITABLE PURPOSES 1,000
    Literacy Volunteers of America Mohawk Hudson
    1450 Western Avenue Suite 101
    Albany,NY12205     		  PC GENERAL CHARITABLE PURPOSES 2,000
    Make-A-Wish Foundation International
    4742 North 24th Street No 400
    Phoenix,AZ85016     		  PC GENERAL CHARITABLE PURPOSES 1,000
    Meals on Wheels
    Food Pantries for the Capital Distr
    32 Essex Street
    Albany,NY12206     		  PC GENERAL CHARITABLE PURPOSES 3,000
    The Mount Sinai Medical Center
    1 Gustave L Levy Place
    New York,NY10029     		  PC GENERAL CHARITABLE PURPOSES 1,000
    The National Museum Of Women In The Arts
    1250 New York Avenue NW
    Washington,DC20005     		  PC GENERAL CHARITABLE PURPOSES 1,000
    National Public Radio Inc
    1111 North Capitol Street NE
    Washington,DC20002     		  PC GENERAL CHARITABLE PURPOSES 20,000
    The New York Historical Society
    170 Central Park West
    New York,NY10024     		  PC GENERAL CHARITABLE PURPOSES 10,000
    Trooper Foundation State of New York
    3 Airport Park Boulevard
    Latham,NY12110     		  PC GENERAL CHARITABLE PURPOSES 2,000
    The College of Saint Rose
    432 Western Avenue
    Albany,NY12203     		  PC GENERAL CHARITABLE PURPOSES 1,000
    Preservation League Of New York State
    44 Central Avenue
    Albany,NY12206     		  PC GENERAL CHARITABLE PURPOSES 20,000
    Rensselaer County Historical Society Inc
    57 Second Street
    Troy,NY12180     		  PC GENERAL CHARITABLE PURPOSES 1,000
    Cancer Research Fund of the Runyon-Winchell Fdn
    55 Broadway Suite 302
    New York,NY10006     		  PC GENERAL CHARITABLE PURPOSES 1,000
    Shaker Road-Loudonville Fire Dept Inc
    550 Albany Shaker Road
    Loudonville,NY12211     		  PC GENERAL CHARITABLE PURPOSES 1,000
    Shaker Heritage Society
    25 Meeting House Road
    Albany,NY12211     		  PC GENERAL CHARITABLE PURPOSES 1,000
    St Elizabeth Church
    PO Box 368
    Elizabethtown,NY12932     		  PC GENERAL CHARITABLE PURPOSES 2,000
    St Mary's Church
    10 Lodge Street
    Albany,NY12207     		  PC GENERAL CHARITABLE PURPOSES 5,000
    St Peter's Hospital Foundation Inc
    319 South Manning Boulevard Suite 3
    Albany,NY12208     		  PC GENERAL CHARITABLE PURPOSES 1,000
    St Pius X Church
    23 Crumite Road
    Loudonville,NY12211     		  PC GENERAL CHARITABLE PURPOSES 3,000
    The Next Step Inc
    2 Holland Avenue
    Albany,NY12209     		  PC GENERAL CHARITABLE PURPOSES 5,000
    Times Union Hope Fund
    The Community Fdn for the Greater C
    2 Tower Place
    Albany,NY12203     		  PC GENERAL CHARITABLE PURPOSES 2,000
    Vassar College
    124 Raymond Avenue Box 12
    Poughkeepsie,NY12604     		  PC GENERAL CHARITABLE PURPOSES 10,000
    Vermont PBS
    Vermont ETV Inc
    204 Ethan Allen Avenue
    Colchester,VT05446     		  PC GENERAL CHARITABLE PURPOSES 3,000
    Wadhams Free Library
    763 NYS Route 22
    Wadhams,NY12993     		  PC GENERAL CHARITABLE PURPOSES 1,000
    WAMC
    318 Central Avenue
    Albany,NY12206     		  PC GENERAL CHARITABLE PURPOSES 10,000
    WMHT Educational Telecommunications Inc
    4 Global View
    Troy,NY12180     		  PC GENERAL CHARITABLE PURPOSES 10,000
    The Depot Theatre Inc
    PO Box 414
    Westport,NY12993     		  PC GENERAL CHARITABLE PURPOSES 2,000
    Westport Library Association
    PO Box 436
    Westport,NY12993     		  PC GENERAL CHARITABLE PURPOSES 3,000
    Westport Fire District Emergency Squad
    PO Box 375
    Westport,NY12993     		  PC GENERAL CHARITABLE PURPOSES 1,000
    The Wildwood Foundation
    2995 Curry Road Extension
    Schenectady,NY12303     		  PC GENERAL CHARITABLE PURPOSES 1,000
    The Women's Fund of the Capital Region
    The Community Fdn for the Greater C
    2 Tower Place
    Albany,NY12203     		  PC GENERAL CHARITABLE PURPOSES 1,000
    The Brooklyn Institute of Arts and Sciences
    200 Eastern Parkway
    Brooklyn,NY11238     		  PC GENERAL CHARITABLE PURPOSES 5,000
    Nature Conservancy - Adirondack Chapter
    PO Box 65
    Keene Valley,NY12943     		  PC GENERAL CHARITABLE PURPOSES 40,000
    Nature Conservancy - Block Island
    PO Box 1287
    Block Island,RI02807     		  PC GENERAL CHARITABLE PURPOSES 20,000
    National Trust for Historic Preservation In The US
    2600 Virginia Avenue NW Suite 1100
    Washington,DC20037     		  PC GENERAL CHARITABLE PURPOSES 250,000
    New Art Publications Inc
    80 Hanson Place 703
    Brooklyn,NY11217     		  PC GENERAL CHARITABLE PURPOSES 2,500
    Community Foundation for the Grtr Capital Region
    2 Tower Place
    Albany,NY12203     		  PC GENERAL CHARITABLE PURPOSES 1,000
    Albany Cemetery Association
    48 Cemetery Ave
    Menands,NY12204     		  PC GENERAL CHARITABLE PURPOSES 5,000
    Adirondack Land Trust Inc
    PO Box 130
    Keene,NY12942     		  PC GENERAL CHARITABLE PURPOSES 50,000
    Corporation of Yaddo
    PO Box 395
    Saratoga Springs,NY12866     		  PC GENERAL CHARITABLE PURPOSES 12,000
    Roman Catholic Diocese of Ogdensburg
    PO Box 369
    Ogdensburg,NY13669     		  PC GENERAL CHARITABLE PURPOSES 5,000
    Shaker Museum and Library - Mount Lebanon
    PO Box 630
    New Lebanon,NY12125     		  PC GENERAL CHARITABLE PURPOSES 2,000
    Friends of Bassett Hospital Inc
    One Atwell Road
    Cooperstown,NY13326     		  PC GENERAL CHARITABLE PURPOSES 2,500
    The Olana Partnership
    PO Box 199
    Hudson,NY12534     		  PC GENERAL CHARITABLE PURPOSES 1,000
    The Bogliasco Foundation Inc
    1 East 53rd Street 8th Floor
    New York,NY10022     		  PC GENERAL CHARITABLE PURPOSES 5,000
    New York Landmarks Conservancy Inc
    One Whitehall Street 21st Floor
    New York,NY10004     		  PC GENERAL CHARITABLE PURPOSES 11,500
    Westport Heritage House
    Lakes to Locks Passage Inc
    PO Box 65
    Crown Point,NY12928     		  PC GENERAL CHARITABLE PURPOSES 300
    WNET
    825 Eighth Avenue 14th Floor
    New York,NY10019     		  PC GENERAL CHARITABLE PURPOSES 5,000
    Armand Hammer Museum of Art and Cultural Ctr Inc
    10899 Wilshire Blvd
    Los Angeles,CA90024     		  PC GENERAL CHARITABLE PURPOSES 30,000
    The Hospital for Special Surgery Fund Inc
    535 East 70th Street
    New York,NY10021     		  PC GENERAL CHARITABLE PURPOSES 3,000
    National Park Foundation
    1110 Vermont Avenue NW No 200
    Washington,DC20005     		  PC GENERAL CHARITABLE PURPOSES 1,000
    Solomon R Guggenheim Foundation
    1071 Fifth Avenue
    New York,NY10128     		  PC GENERAL CHARITABLE PURPOSES 10,000
    Total .................................bullet 3a 1,340,300
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 8,863  
    4 Dividends and interest from securities....     14 132,315  
    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.....     18 7,014  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 1,489,090  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    a2017 FEDERAL TAX OVERPAYMENT     		    01 18,432  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   1,655,714  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,655,714
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    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) (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) (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 (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    DAVID AND CANDACE WEIR FOUNDATION
    EIN:
    13-3797919
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 5,000 2,500    

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

    TY 2018 DepreciationSchedule
    Name:
    DAVID AND CANDACE WEIR FOUNDATION
    EIN:
    13-3797919
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    DAVID AND CANDACE WEIR FOUNDATION
    EIN:
    13-3797919
    Name of Stock End of Year Book Value End of Year Fair Market Value
    100,000 SHS AEROHIVE NETWORKS 422,368 326,000
    50,000 SHS ALLSCRIPTS HEALTHCA 662,802 482,000
    10,000 SHS AMERICAN WOODMARK C 786,891 556,800
    16,000 SHS CALERES INC (FORMER 420,688 445,280
    30,000 SHS CITI TRENDS. INC 492,370 611,700
    80,000 SHS EMCORE CORPORATION 362,257 336,000
    230,000 SHS EXTREME NETWORKS 1,448,732 1,403,000
    10,000 SHS FABRINET 346,258 513,100
    40,000 SHS FINISAR CORP. 639,619 864,000
    20,000 SHS ICOR HOLDINGS LTD 383,752 326,000
    2,000 SHS INTUITIVE SURGICAL I 421,537 957,840
    40,000 SHS JABIL INC 803,370 991,600
    10,000 SHS KAPSTONE PAPER 0 0
    100,000 SHS MITEK SYS INC COM 684,065 1,081,000
    120,000 SHS MITEL NETWORKS 0 0
    60,000 SHS MIMEDX GROUP INC 0 0
    20,000 SHS MODINE MANUFACTURIN 375,008 216,200
    220,000 SHS OCLARO INC 0 0
    250,000 SHS RTI SURGICAL INC 1,033,649 925,000
    300,000 SHS R1 RCM INC 761,039 2,385,000
    100,000 SHS RIBBON COMMUNICATI 578,791 482,000
    60,000 SHS RUDOLPH TECHNOLOGIE 749,550 1,228,200
    20,000 SHS SYNNEX CORPORATION 2,486,000 1,616,800
    100,000 SHS TTM TECHNOLOGIES, 943,695 973,000
    40,000 SHS ULTRA CLEAN HOLDING 669,934 338,800
    50,000 SHS WESTPORT FUEL SYSTE 125,350 66,500

    TY 2018 InvestmentsOtherSchedule2
    Name:
    DAVID AND CANDACE WEIR FOUNDATION
    EIN:
    13-3797919
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    PCM PARTNERS LP, II AT COST 6,292,526 7,369,932
    PCM PARTNERS INTERNATIONAL LTD AT COST 2,820,417 8,708,923
    ARTWORK AT COST 1,014,937 1,014,937

    TY 2018 OtherExpensesSchedule
    Name:
    DAVID AND CANDACE WEIR FOUNDATION
    EIN:
    13-3797919
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PCM PARTNERS L.P. II EBIE 30,575 30,575    
    OFFICE EXPENSES 15,134 15,134    
    STORAGE FEES - ARTWORK 4,483 4,483    
    ADVERTISING 155      


    TY 2018 OtherIncomeSchedule2
    Name:
    DAVID AND CANDACE WEIR FOUNDATION
    EIN:
    13-3797919
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    2017 990-PF Federal Refund 18,432    
    PCM Partners LP II 7,014 7,014  
    Plus: UBTI adjustment   3,289  


    TY 2018 TaxesSchedule
    Name:
    DAVID AND CANDACE WEIR FOUNDATION
    EIN:
    13-3797919
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    NYS UBTI - 2017 EXTENSION 500      
    2017 FED TAX REFUND APPLIED 18,432      
    FEDERAL TAX - 2017 EXTENSION 100,000      
    FEDERAL UBTI - 2017 EXTENSION 1,000      
    NYS 2017 FILING FEE 750      
    FEDERAL TAX - ESTIMATE 2,000