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 12-01-2018 , and ending 11-30-2019
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. 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$7,782,085
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 34,799 34,799 34,799
4 Dividends and interest from securities... 138,401 138,400 138,401
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 324,246
b Gross sales price for all assets on line 6a 2,179,642
7 Capital gain net income (from Part IV, line 2)... 324,246
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........ 497,446 497,445 173,200
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)....... 3,750 3,750 3,750  
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 85 85 85  
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 26,519 26,519 26,519  
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 30,354 30,354 30,354 0
25 Contributions, gifts, grants paid....... 398,000 398,000
26 Total expenses and disbursements. Add lines 24 and 25 428,354 30,354 30,354 398,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 69,092
b Net investment income (if negative, enter -0-) 467,091
c Adjusted net income (if negative, enter -0-)... 142,846
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............. 79,893 2 2
2 Savings and temporary cash investments......... 458,933 376,102 376,102
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) 541,944 Click to see attachment660,065 660,065
b Investments—corporate stock (attach schedule)....... 5,582,396 Click to see attachment6,301,186 6,301,186
c Investments—corporate bonds (attach schedule)....... 449,582 Click to see attachment444,730 444,730
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) 7,112,748 7,782,085 7,782,085
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 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........    
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 6,786,117 7,455,454
30 Total net assets or fund balances (see instructions)..... 7,112,748 7,782,085
31 Total liabilities and net assets/fund balances (see instructions). 7,112,748 7,782,085
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
7,112,748
2
Enter amount from Part I, line 27a .....................
2
69,092
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
600,245
4
Add lines 1, 2, and 3 ..........................
4
7,782,085
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
7,782,085
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 ACTIVISION BLIZZARD INC P    
b BERKSHIRE HATHAWAYINC DEL CL B NEW P    
c FACEBOOK INC (WASH SALE) CLASS A COM P    
d PAYPAL HOLDINGS INC SHS P    
e US TSY 2.750% AUG 31 2023 2.750% AU P    
WABTEC P 2019-03-04 2019-03-25
ACTIVISION BLIZZARD INC P    
BIOMARIN PHARMACEUTICALS P    
FIRST REP BK SAN FRNCISC CALIF NEW C P    
PTC INC SHS P    
US TSY 2.750% FEB 15 2028 2.750% FE P    
FIRST REP BANK SAN FRANCIS P 2017-09-26 2018-12-20
ADOBE INC SHS P    
BOEING COMPANY P    
GENERAL ELECTRIC P    
ROPER TECHNOLOGIES INC P    
US TSY 3.125% FEB 15 2042 3.125% FE P    
MICROSOFT P 2016-02-22 2018-12-20
ALCON SA ACT NOM P    
BOEING COMPANY P    
GODADDY INC SHS CL A P    
SALESFORCE COM INC P    
US TSY 3.500% MAY 15 2020 3.500% MA P    
UNITED HEALTH P 2015-11-18 2018-12-18
ALIGN TECH INC DEL COM P    
BOOKING HLDGS INC USD0.008 P    
HONEYWELL INTL INC DEL P    
SHELL INTL FIN 4.30% 2019 COMPANY GU P    
US TSY 4.500% FEB 15 2036 4.500% FE P    
ULTA BEAUTY INC P 2017-10-13 2018-12-04
ALPHABET INC SHS CL A P    
BOSTON SCIENTIFIC CORP P    
ILLUMINA INC COM P    
TENCENT HOLDINGS LTD ADR P    
USD ROYAL BK CANA 2.20% 19 2.200% SE P    
ACTIVISION BLIZZARD P 2018-10-12 2018-12-06
ALPHABET INC SHS CL C P    
CENTENE CORP P    
ISHARES IBOXX HIGH YIEL CORPORATE B P    
TENCENT HOLDINGS LTD ADR (WASH SALE) P    
VERTEX PHARMCTLS INC P    
BIOMARIN PHARMACEUTICALS P 2018-09-13 2018-12-19
AMAZON COM INC COM P    
CISCO SYSTEMS INC 4.95% 19 GLB 04.95 P    
ISHARES JP MORGAN EM BON P    
TESLA INC P    
VISA INC CL A SHRS P    
CONSTELLATION BRANDS P 2018-01-02 2018-12-18
AMERICAN STATES WATER CO P    
CONSTELLATION BRANDS INC P    
LINDE PLC REG SHS P    
TESLA INC P    
VULCAN MATERIALS CO P    
E TRADE P 2018-04-02 2018-12-06
ANHEUSER-BUSCH IN 3.30% 23 COMPANY G P    
CORTEVA INC REG SHS P    
MERCADOLIBRE INC P    
UNION PACIFIC CORP P    
WABTEC P    
TEXAS INSTRUMENTS P 2018-09-18 2018-12-17
APPLE INC P    
COSTAR GROUP INC COM P    
MICROSOFT CORP P    
UNITEDHEALTH GROUP INC P    
XILINX INC P    
ULTA BEAUTY INC P 2018-01-26 2018-12-20
ASML HLDG NV NY REG SHS P    
DOMINOS PIZZA INC P    
NETFLIX COM INC P    
UNITEDHEALTH GROUP INC P    
XYLEM INC P    
AUTODESK INC DEL PV0.01 P    
DOMINOS PIZZA INC P    
NOVARTIS ADR P    
US TSY 2.375% APR 15 2021 2.375% AP P    
AMERICAN STATES WATER CO P 2008-01-13 2019-09-12
BECTON DICKINSON CO P    
ELECTRONIC ARTS INC DEL P    
NVIDIA P    
US TSY 2.500% FEB 15 2046 2.500% FE P    
BOEING P 2007-11-19 2019-09-12
BECTON DICKINSON CO P    
ELECTRONIC ARTS INC DEL P    
NVIDIA (WASH SALE) P    
US TSY 2.625% FEB 28 2023 2.625% FE P    
GENERAL ELECTRIC P 2017-10-26 2019-03-04
(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 13,368   9,774 3,594
b 31,577   32,206 -629
c 18,783   15,663 3,120
d 27,549   18,033 9,516
e 74,055   71,640 2,415
       
6,198   10,039 -3,841
14,189   14,551 -362
14,128   13,748 380
22,444   32,328 -9,884
38,209   37,323 886
5,328   6,667 -1,339
14,087   9,997 4,090
33,442   39,732 -6,290
    15 -15
9,074   6,922 2,152
4,045   3,603 442
9,898   5,057 4,841
3,664   3,122 542
37,701   8,900 28,801
6,801   7,390 -589
11,210   9,531 1,679
3,032   3,047 -15
15,299   7,132 8,167
19,941   19,160 781
76,107   60,441 15,666
9,878   7,931 1,947
37,016   37,017 -1
4,887   4,422 465
13,774   10,779 2,995
16,390   6,247 10,143
17,891   12,788 5,103
27,663   18,319 9,344
77,817 270 70,359 7,728
20,000   20,082 -82
7,641   12,396 -4,755
10,117   5,218 4,899
37,077   50,130 -13,053
265,288   279,890 -14,602
7,947   8,287 -340
9,243   7,336 1,907
6,021   6,920 -899
42,155   23,052 19,103
33,000   33,000  
5,499   5,329 170
7,385   8,286 -901
19,143   16,104 3,039
10,542   14,064 -3,522
53,728   9,809 43,919
37,210   39,001 -1,791
14,363   13,719 644
12,396   14,440 -2,044
23,674   16,832 6,842
12,472   14,366 -1,894
41,178   42,868 -1,690
17,732   19,824 -2,092
26,068   16,083 9,985
15,205   12,466 2,739
2   2  
24,755   28,079 -3,324
20,874   26,622 -5,748
17,650   11,160 6,490
82,995   26,795 56,200
44,411   27,169 17,242
34,243   36,876 -2,633
3,972   3,846 126
8,572   6,557 2,015
11,426   10,440 986
14,928   8,366 6,562
8,694   8,709 -15
25,648   22,056 3,592
14,630   11,020 3,610
6,024   7,485 -1,461
42,052   40,364 1,688
32,991   32,847 144
53,728   9,809 43,919
45,252   37,214 8,038
34,012   41,019 -7,007
49,952   29,364 20,588
47,474   48,020 -546
37,701   8,900 28,801
19,745   18,289 1,456
19,805   23,905 -4,100
5,362 1,955 7,317  
22,215   21,991 224
    15 -15
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       3,594
b       -629
c       3,120
d       9,516
e       2,415
       
      -3,841
      -362
      380
      -9,884
      886
      -1,339
      4,090
      -6,290
      -15
      2,152
      442
      4,841
      542
      28,801
      -589
      1,679
      -15
      8,167
      781
      15,666
      1,947
      -1
      465
      2,995
      10,143
      5,103
      9,344
      7,728
      -82
      -4,755
      4,899
      -13,053
      -14,602
      -340
      1,907
      -899
      19,103
       
      170
      -901
      3,039
      -3,522
      43,919
      -1,791
      644
      -2,044
      6,842
      -1,894
      -1,690
      -2,092
      9,985
      2,739
       
      -3,324
      -5,748
      6,490
      56,200
      17,242
      -2,633
      126
      2,015
      986
      6,562
      -15
      3,592
      3,610
      -1,461
      1,688
      144
      43,919
      8,038
      -7,007
      20,588
      -546
      28,801
      1,456
      -4,100
       
      224
      -15
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 2 324,246
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 -51,065
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 409,089 6,922,926 0.059092
2016 345,369 6,830,975 0.050559
2015 216,975 6,191,805 0.035042
2014 293,591 6,022,918 0.048746
2013 230,600 5,875,246 0.039249
2
Total of line 1, column (d) .....................
2
0.232688
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
0.046538
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
7,335,706
5
Multiply line 4 by line 3......................
5
341,389
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
4,671
7
Add lines 5 and 6........................
7
346,060
8
Enter qualifying distributions from Part XII, line 4,.............
8
398,000
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 (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 4,671
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 4,671
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 4,671
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 3,960
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 3,960
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 711
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 2019 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 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 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 —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
     
     
    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
     
     
    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
     
     
    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
    MICHAEL ADESMAN PRESIDENT
    000.00
    0 0 0
    400 WOODWARD ROAD
    ROSE VALLEY,PA19063
    CAROL WEIL VICE PRESIDE
    000.00
    0 0 0
    7417 HELMSDALE ROAD
    BETHESDA,MD20817
    SUSAN WEIL SECRETARY
    000.00
    0 0 0
    400 WOODWARD ROAD
    ROSE VALLEY,PA19063
    MARIANNE WEIL TREASURER
    000.00
    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  
    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
    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 VCU ALL GRANTS & DISTRIBUTIONS ARE MADE TO PUBLIC NON-PROFIT RESEARCH & CHARITABLE ORGANIZATIONS YO ENABLE THEM TO PERFORM RESEARCH & CHARITABLE FUNCTIONS 200,000
    2 PLANNED PARENTHOOD FEDERATION ALL GRANTS & DISTRIBUTIONS ARE MADE TO PUBLIC NON-PROFIT RESEARCH & CHARITABLE ORGANIZATIONS YO ENABLE THEM TO PERFORM RESEARCH & CHARITABLE FUNCTIONS 60,000
    3 SOCIETY OF CRITICAL CARE MEDICINE ALL GRANTS & DISTRIBUTIONS ARE MADE TO PUBLIC NON-PROFIT RESEARCH & CHARITABLE ORGANIZATIONS YO ENABLE THEM TO PERFORM RESEARCH & CHARITABLE FUNCTIONS 25,000
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (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
    6,989,952
    b
    Average of monthly cash balances.......................
    1b
    457,465
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,447,417
    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
    7,447,417
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    111,711
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    7,335,706
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    366,785
    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
    366,785
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    4,671
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,671
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    362,114
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    362,114
    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
    362,114
    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
    398,000
    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
    398,000
    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
    4,671
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    393,329
    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 7 362,114
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014...... 31,824
    c From 2015...... 104,375
    d From 2016......  
    e From 2017...... 70,765
    fTotal of lines 3a through e........ 206,964
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 398,000
    a Applied to 2017, 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 2018 distributable amount..... 362,114
    e Remaining amount distributed out of corpus 35,886
    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 5 242,850
    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 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 ..........
    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) .......
     
    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 ......
    242,850
    10 Analysis of line 9:
    a Excess from 2014.... 31,824
    b Excess from 2015.... 104,375
    c Excess from 2016....  
    d Excess from 2017.... 70,765
    e Excess from 2018.... 35,886
    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).)
    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 (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
    ACTBLUE EVERYTOWN MOMS FUND
    PO BOX 441146
    SOMERVILLE,MA02144
    NONE   CHARITABLE 10,000
    ALL HANDS AND HEARTS
    6 COUNTY ROAD
    SUITE 6
    MATTAPOISETT,MA02739
    NONE   CHARITABLE 5,000
    ALZHEIMER'S ASSOCIATION
    225 N MICHIGAN AVE
    FLOOR 17
    CHICAGO,IL60601
    NONE   CHARITABLE 20,000
    AMERICAN RED CROSS
    431 18TH STREET NW
    WASHINGTON,DC20006
    NONE   CHARITABLE 10,000
    FOUNDATION OF DELAWARE COUNTY
    200 E STATE STREET
    SUITE 304
    MEDIA,PA19063
    NONE   CHARITABLE 15,000
    INTERNATIONAL REFUGEE ASSISTANCE
    40 RECTOR STREET
    9TH FLOOR
    NEW YORK,NY10006
    NONE   CHARITABLE 7,500
    KELLY ANNE DOLAN MEMORIAL FUND
    580 VIRGINIA DRIVE
    SUITE 110
    FT WASHINGTON,PA19034
    NONE   CHARITABLE 3,000
    PLANNED PARENTHOOD FOUNDATION
    123 WILLIAM STREET
    10TH FLOOR
    NEW YORK,NY10038
    NONE   CHARITABLE 60,000
    SALVATION ARMY
    615 SIATERS LANE
    ALEXANDRIA,VA22314
    NONE   CHARITABLE 5,000
    SOCIETY OF CRITICAL CARE MEDICINE
    500 MIDWAY DRIVE
    MOUNT PROSPECT,IL60056
    NONE   CHARITABLE 25,000
    ST JUDE CHILDREN'S RESEARCH
    501 ST JUDE PLACE
    MEMPHIS,TN38105
    NONE   CHARITABLE 10,000
    THE FLORENCE PROJECT
    PO BOX 86299
    TUCSON,AZ85754
    NONE   CHARITABLE 7,500
    UNIDOS
    1126 16TH STREET NW
    SUITE 600
    WASHINGTON,DC20036
    NONE   CHARITABLE 5,000
    UNION OF COCERNED SCIENTISTS
    3 BRATTLE SQUARE
    CAMBRIDGE,MA02138
    NONE   CHARITABLE 15,000
    WEIL INSTITUTE VCU
    BOX 843042
    RICHMOND,VA23284
    NONE   CHARITABLE 200,000
    Total .................................bullet 3a 398,000
    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 34,799  
    4 Dividends and interest from securities....     14 138,401  
    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 ............
            324,246
    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)..   173,200 324,246
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    497,446
    (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 (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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    THE WEIL FAMILY FOUNDATION
     
    Employer identification number

    95-2379787
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    THE WEIL FAMILY FOUNDATION
     
    Employer identification number
    95-2379787
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


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

    $  


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

    $  


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

    $  


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

    $  


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

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    THE WEIL FAMILY FOUNDATION
     
    Employer identification number

    95-2379787
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    THE WEIL FAMILY FOUNDATION
     
    Employer identification number

    95-2379787
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    THE WEIL FAMILY FOUNDATION
    EIN:
    95-2379787
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SOLOMON AND YAGLINSKI PC 3,750 3,750 3,750  

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    THE WEIL FAMILY FOUNDATION
    EIN:
    95-2379787
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AMERICAN EXPRESS 47,995 47,995
    ANHEUSER-BUSCH INBEV    
    APPLE INC 47,045 47,045
    BANK OF NY MELLON 23,120 23,120
    BB&T CORP 46,147 46,147
    CISCO SYSTEMS INC    
    CITIGROUP INC 19,936 19,936
    GLAXOSMITHKLINE CAPITAL 48,060 48,060
    HOME DEPOT 50,725 50,725
    JP MORGAN CHASE & CO 44,486 44,486
    ORACLE 46,879 46,879
    ROYAL BANK OF CANADA    
    SHELL INTERNATIONAL FIN    
    WALMART 48,291 48,291
    WELLS FARGO 22,046 22,046

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    THE WEIL FAMILY FOUNDATION
    EIN:
    95-2379787
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ACTIVISION BLIZZARD    
    ADOBE 90,220 90,220
    ALBEMARLE CORP 42,123 42,123
    ALIBABA 60,000 60,000
    ALIBABA 70,929 70,929
    ALIGN TECH INC 58,155 58,155
    ALPHABET INC CL A 108,260 108,260
    ALPHABET INC CL C    
    AMAZON 241,481 241,481
    AMERICAN STATES WATER 114,519 114,519
    APPLE INC 64,022 64,022
    ASML HLDG 70,823 70,823
    AUTODESK 55,047 55,047
    BALL CORP 39,830 39,830
    BANK O F AMERICA 123 123
    BARNES GROUP 101,585 101,585
    BECTON DICKINSON    
    BERKSHIRE HATHAWAY    
    BIOMARIN PHARMACEUTICALS    
    BLACKROCK STRATEGIC    
    BOEING 36,652 36,652
    BOEING CORP 138,414 138,414
    BOOKING HLDGS    
    BOSTON SCIENTIFIC CORP 54,969 54,969
    BURLINGTON STORES 40,086 40,086
    CAMPBELL SOUP 67,678 67,678
    CENTENE CORP    
    CENTURY LINK 10,115 10,115
    CHUBB GROUP 36,905 36,905
    CME GROUP INC 58,337 58,337
    CONSTELLATION BRANDS 35,327 35,327
    COSTAR GROUP 73,672 73,672
    COUPA SOFTWARE 12,554 12,554
    DOMINION ENERGY INC 60,981 60,981
    DOMINOS PIZZA 17,341 17,341
    E TRADE    
    ELECTRONIC ARTS INC    
    EXXONMOBILE 62,467 62,467
    FACEBOOK INC 119,381 119,381
    FEDEX CORP 90,843 90,843
    FERRARI NV 13,307 13,307
    FIRST REP BK SAN FRAN    
    GENERAL ELECTRIC 64 64
    GODADDY 15,286 15,286
    HONEYWELL INTL 14,877 14,877
    HUMANA 21,731 21,731
    IAC INTERACTIVE 75,839 75,839
    ILLUMINA 20,692 20,692
    INTUIT 74,941 74,941
    INTUITIVE SURGICAL INC 66,380 66,380
    INTUITIVE SURGICAL INC 122,730 122,730
    IQVIA HLDGS 48,245 48,245
    ISHARE TR CORE MSCI EAF    
    ISHARES IBOXX HIGH YEILD    
    ISHARES INC CORE MSCI 597,889 597,889
    ISHARES INC CORE MSCI EMERGING 321,731 321,731
    ISHARES JP MORGAN EM BOND 261,943 261,943
    ISHARES PREFERRED & INC 286,778 286,778
    ISHARES TR RUSSELL 2000 308,282 308,282
    JOHNSON & JOHNSON 111,255 111,255
    KEYSIGHT TECHNOLOGIES 35,055 35,055
    KIMBERLY CLARK 191,601 191,601
    LOWES 48,448 48,448
    MARATHON OIL CORP 4,315 4,315
    MARATHON PETROLEUM CORP    
    MASTERCARD INC 151,841 151,841
    MERCADOLIBRE 53,689 53,689
    MICROSOFT CORP 181,228 181,228
    MPC 19,083 19,083
    NESTLE SA REP RG    
    NETFLIX 73,900 73,900
    NIKE INC 54,378 54,378
    NOVARTIS 48,246 48,246
    NSRGY 67,114 67,114
    NVIDIA    
    PAYPAL HOLDINGS 26,857 26,857
    PROLOGIS 17,671 17,671
    ROPER TECHNOLOGY 32,794 32,794
    S&P GLOBAL 75,081 75,081
    S&P GLOBAL INC    
    SALESFORCE COM 78,041 78,041
    SBA COMMUNICATIONS 55,751 55,751
    SERVICENOW 79,767 79,767
    SHERWIN WILLIAMS 61,870 61,870
    SHOPIFY INC CL A 17,912 17,912
    TENCENT HOLDINGS    
    TESLA    
    TEXAS INSTRUMENTS    
    TRANSUNION 42,483 42,483
    ULTRA BEAUTY    
    UNION PACIFIC 33,011 33,011
    UNITED HEALTH GROUP 58,924 58,924
    VERTEX PHARMC 42,174 42,174
    VISA INC CL A 164,955 164,955
    VULCAN MATERIAL 13,925 13,925
    WASTE MANAGEMENT 25,553 25,553
    WELLS FARGO    
    WFC 70,100 70,100
    XILINX INC 37,427 37,427
    XYLEM INC    
    ZOETIS 43,183 43,183

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    THE WEIL FAMILY FOUNDATION
    EIN:
    95-2379787
    US Government Securities - End of Year Book Value:

    660,065
    US Government Securities - End of Year Fair Market Value:

    660,065
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2018 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        
    ADVISORY FEES - MERRILL LYNCH 15,348 15,348 15,348  
    TRANSACTION FEES - MERRIL LYN 10,926 10,926 10,926  
    EMA ANNUAL; FEE 150 150 150  
    CREDIT CARD FEES 95 95 95  


    TY 2018 OtherIncreasesSchedule
    Name:
    THE WEIL FAMILY FOUNDATION
    EIN:
    95-2379787
    Description Amount
    UNRECOGNIZED SECURITY GAINS 600,245


    TY 2018 TaxesSchedule
    Name:
    THE WEIL FAMILY FOUNDATION
    EIN:
    95-2379787
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CALIFORNIA REGISTRATION 75 75 75  
    CALIFORNIA FRANCHISE TAX 10 10 10