Form990-PF
Click to see attachment

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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
Theodore & Renee Weiler Foundation Inc
 
Number and street (or P.O. box number if mail is not delivered to street address)6800 Jericho Turnpike
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Syosset, NY11791
A Employer identification number

13-6181441
B Telephone number (see instructions)

(917) 282-6135
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$5,937,994J 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 12 12  
4 Dividends and interest from securities... 119,058 119,058  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -890,443
b Gross sales price for all assets on line 6a 2,101,223
7 Capital gain net income (from Part IV, line 2)...  
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ -771,373 119,070  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 40,000 10,000   30,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 42,204 42,204    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 929      
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 list of attachments 2,053     1,499
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 85,186 52,204   31,499
25 Contributions, gifts, grants paid....... 334,500 334,500
26 Total expenses and disbursements. Add lines 24 and 25 419,686 52,204   365,999
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,191,059
b Net investment income (if negative, enter -0-) 66,866
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 115,182 55,328 55,328
2 Savings and temporary cash investments......... 709,211 471,098 471,098
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.......... 5,867 4,938 4,938
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 5,163,842 Click to see attachment4,271,679 5,406,630
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,994,102 4,803,043 5,937,994
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 FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 5,994,102 4,803,043
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 5,994,102 4,803,043
30 Total liabilities and net assets/fund balances (see instructions). 5,994,102 4,803,043
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
5,994,102
2
Enter amount from Part I, line 27a .....................
2
-1,191,059
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
4,803,043
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 29 .
6
4,803,043
Form 990-PF (2020)
Form 990-PF (2020)
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 Petrobras Corp-Settlement P    
b Publicly Traded Securities-UBS P    
c Publicly Traded Securities-Neuberger P    
d Publicly Traded Securities-M/S P    
e Publicly Traded Securities-Nat'l Sec P    
(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 16,265     16,265
b 500,137   534,457 -34,320
c 1,386,493   1,149,329 237,164
d 175,392   304,057 -128,665
e 22,936   1,003,823 -980,887
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       16,265
b       -34,320
c       237,164
d       -128,665
e       -980,887
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 -890,443
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 -890,443
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 929
c All other domestic foundations enter 1.39% 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........................... 3 929
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- ..... 5 929
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 5,867
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 5,867
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 4,938
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet4,938 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 the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 ofbulletRichard Kandel Telephone no.bullet (917) 282-6135

    Located atbullet6800 Jericho Turnpike-Ste 206ESyossetNY ZIP+4bullet11791
    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 2020, 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
     
    No
    ........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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    Richard KandelClick to see attachment Treas.-Mgr. Dir
    4.00     		40,000    
    15 W 53rd Street
    New York,NY10019
    Alan Safir Pres.-Director
    1.00     		0    
    473 Mariner Drive
    Jupiter,FL33477
    Jonathan J Kandel Vice President
    0.00     		0    
    15 W 53rd Street
    New York,NY10019
    Joan Safir Vice President
    1.00     		0    
    473 Mariner Drive
    Jupiter,FL33477
    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 (2020)
    Form 990-PF (2020)
    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
    Neuberger Berman BD LLC Investment Advisory 21,468
    1290 Ave of the Americas
    New York,NY10104
    UBS Financial Services Investment Advisory 20,736
    1285 Ave of the Americas
    New York,NY10019
    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 (2020)
    Form 990-PF (2020)
    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
    5,097,201
    b
    Average of monthly cash balances.......................
    1b
    93,024
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,190,225
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    5,190,225
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    77,853
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,112,372
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    255,619
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    255,619
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    929
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    929
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    254,690
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    254,690
    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
    254,690
    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
    365,999
    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
    365,999
    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
    365,999
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 254,690
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 355,197
    b From 2016...... 328,915
    c From 2017...... 243,454
    d From 2018...... 268,568
    e From 2019...... 200,854
    fTotal of lines 3a through e........ 1,396,988
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 365,999
    a Applied to 2019, 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)........     		0
    d Applied to 2020 distributable amount..... 254,690
    e Remaining amount distributed out of corpus 111,309
    5 Excess distributions carryover applied to 2020.    
    (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 1,508,297
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		355,197
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		1,153,100
    10 Analysis of line 9:
    a Excess from 2016.... 328,915
    b Excess from 2017.... 243,454
    c Excess from 2018.... 268,568
    d Excess from 2019.... 200,854
    e Excess from 2020.... 111,309
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 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 (2020)
    Form 990-PF (2020)
    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
    Actors Fund of America
    729 7th Avenue
    New York,NY10011     		N/A PC General & Capital Purposes, unless noted 2,500
    American Friends of the Israel Muse
    500 5th Avenue-Ste 2540
    New York,NY10110     		N/A PC General & Capital Purposes, unless noted 30,000
    American Friends Israel Philharmoni
    122 East 42nd Street
    New York,NY10168     		N/A PC General & Capital Purposes, unless noted 1,500
    American Museum of Natural History
    Central Park West
    New York,NY10024     		N/A PC General & Capital Purposes, unless noted 2,000
    Breast Cancer Research Foundation
    60 East 56th Street
    New York,NY10022     		N/A PC General & Capital Purposes, unless noted 10,000
    Crohn's Colitis Foundation
    3010 Westchester Ave-Ste106
    Purchase,NY10577     		N/A PC General & Capital Purposes, unless noted 3,500
    Dancers Group Studio Theater
    44 Gough Street
    San Francisco,CA94103     		N/A PC General & Capital Purposes, unless noted 2,500
    Federal Drugs Agent Foundation
    400 Jericho Turnpike - 2nd Floor
    Jericho,NY11753     		N/A PC General & Capital Purposes, unless noted 15,000
    Film Society Lincoln Center
    70 Lincoln Center Plaza
    New York,NY10023     		N/A PC General & Capital Purposes, unless noted 10,000
    Jacob Burns Film Center
    405 Manville Road
    Pleasantville,NY10570     		N/A PC General & Capital Purposes, unless noted 5,000
    Katonah Museum of Art
    134 Jay Street
    Katonah,NY10536     		N/A PC General & Capital Purposes, unless noted 1,000
    Lee David Pesky Center for Learning
    3324 Elder Street
    Boise,ID83705     		N/A PC General & Capital Purposes, unless noted 1,500
    Lincoln Center Theater
    150 West 65th Street
    New York,NY10023     		N/A PC General & Capital Purposes, unless noted 10,000
    Maltz Jupiter Theater
    1001 E Indiantown Rd
    Jupiter,FL33477     		N/A PC General & Capital Purposes, unless noted 10,000
    Metropolitan Museum of Art
    1000 5th Avenue
    New York,NY10028     		N/A PC General & Capital Purposes, unless noted 1,500
    New York City Ballet
    20 Lincoln Center Plaza
    New York,NY10023     		N/A PC General & Capital Purposes, unless noted 2,500
    Norton Museum of Art
    1451 S Olive Ave
    W Palm Beach,FL33401     		N/A PC General & Capital Purposes, unless noted 37,500
    Pave the Way Foundation
    395 Twin Lane South
    Wantagh,NY11793     		N/A PC General & Capital Purposes, unless noted 41,000
    Raymond F Kravis Center Performing
    701 Okeechobee Blvd
    W Palm Beach,FL33401     		N/A PC General & Capital Purposes, unless noted 1,000
    United Way-York County
    800 East King Street
    York,PA17405     		N/A PC General & Capital Purposes, unless noted 2,500
    White Plains Hospital Center
    Davis Avenue
    White Plains,NY10601     		N/A PC General & Capital Purposes, unless noted 5,000
    Hewlett-East Rockaway Jewish Center
    295 Main Street
    East Rockaway,NY11518     		N/A PC General & Capital Purposes, unless noted 4,000
    Jupiter Medical Center Foundation
    1210 S Old Dixie Hwy
    Jupiter,FL33458     		N/A PC General & Capital Purposes, unless noted 5,000
    Blythedale Children's Hospital
    95 Bradhurst Avenue
    Valhalla,NY10595     		N/A PC General & Capital Purposes, unless noted 2,500
    Central Park Conservancy
    14 East 60th Street
    New York,NY10022     		N/A PC General & Capital Purposes, unless noted 1,000
    American Friends of Magen David Ado
    352 Seventh Ave-400
    New York,NY10001     		N/A PC General & Capital Purposes, unless noted 10,000
    Friends of Ir David
    575 Lexington Avenue-4th Fl
    New York,NY10022     		N/A PC General & Capital Purposes, unless noted 10,000
    Association of Israel Decorative Ar
    100 Worth Ave 713
    Palm Beach,FL33480     		N/A PC General & Capital Purposes, unless noted 1,500
    St Francis Food Pantries Shelter
    450 7th Avenue
    New York,NY10123     		N/A PC General & Capital Purposes, unless noted 5,000
    Admiral's Cove Cares Charitable Fdn
    200 Admirals Cove Blvd
    Jupiter,FL33477     		N/A PC General & Capital Purposes, unless noted 10,000
    Berkshire Farm Ctr Services for You
    13640 Route 22
    Canaan,NY12029     		N/A PC General & Capital Purposes, unless noted 2,500
    Jewish Institute Nat'l Security Aff
    1307 New York Ave NW
    Washington,DC20005     		N/A PC General & Capital Purposes, unless noted 5,000
    Wildlife Conservation Society
    2300 Southern Blvd
    Bronx,NY10460     		N/A PC General & Capital Purposes, unless noted 1,500
    Central Synagogue
    652 Lexington Ave
    New York,NY10022     		N/A PC General & Capital Purposes, unless noted 7,500
    City Squash
    PO Box 619-Fordham Station
    New York,NY10458     		N/A PC General & Capital Purposes, unless noted 1,000
    NYU Langone Medical Center
    One Park Avenue-17th FL
    New York,NY10016     		N/A PC General & Capital Purposes, unless noted 2,500
    Women to Women-Mt Sinai
    One Gustave Levy PL-Box 1252
    New York,NY10029     		N/A PC General & Capital Purposes, unless noted 5,000
    Museum of Modern Art
    11 W 53rd Street
    New York,NY10019     		N/A PC General & Capital Purposes, unless noted 5,000
    New York State Troopers PBA
    120 State Street
    Albany,NY12207     		N/A PC General & Capital Purposes, unless noted 5,000
    Westchester Jewish Community Servic
    845 North Broadway
    White Plains,NY10603     		N/A PC General & Capital Purposes, unless noted 5,000
    Centurion Foundation
    45 Broadway -Ste 2440
    New York,NY10006     		N/A PC General & Capital Purposes, unless noted 12,500
    Layayette College
    Box 3000
    Eaton,PA18042     		N/A PC General & Capital Purposes, unless noted 2,000
    Morselife Foundation
    4847 Fred Cladstone Drive
    W Palm Beach,FL33417     		N/A PC General & Capital Purposes, unless noted 3,000
    New York State Troopers Foundation
    3 Airport Park Blvd
    Latham,NY12110     		N/A PC General & Capital Purposes, unless noted 5,000
    Palm Beach Zoo Conservation Society
    1301 Summit Blvd
    Palm Beach,FL33405     		N/A PC General & Capital Purposes, unless noted 1,500
    FAU Foundation LLS-Jupiter
    5353 Parkside Drive
    Jupiter,FL33458     		N/A PC General & Capital Purposes, unless noted 1,000
    Hearing the Ovarian Cancer Whisper
    360 Cypress Drive 4
    Jupiter,FL33469     		N/A PC General & Capital Purposes, unless noted 5,000
    Denizen Theater Inc
    10 Main Street- 501
    New Paltz,NY12561     		N/A PC General & Capital Purposes, unless noted 5,000
    Northwell Health Foundation
    2000 Marcus Ave
    New Hyde park,NY11042     		N/A PC General & Capital Purposes, unless noted 15,000
    Total .................................bullet 3a 334,500
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 12  
    4 Dividends and interest from securities....     14 119,058  
    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 ............     		    14 -890,443  
    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)..   -771,373  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    -771,373
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID: 20011551
    Software Version: 2020v4.0


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 CompensationExplanation
    Name:
    Theodore & Renee Weiler Foundation Inc
    EIN:
    13-6181441
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Person Name Explanation
    Richard Kandel Kandel & Company Management Services$30,000Kandel & CompanyAccounting and Tax Preparation$10,000

    TY 2020 ContractorCompensationExpln
    Name:
    Theodore & Renee Weiler Foundation Inc
    EIN:
    13-6181441
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Contractor Explanation
    Neuberger Berman BD LLC Broker Dealer in Securities- Investment Advisory
    UBS Financial Services Broker Dealer in Securities- Investment Advisory

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    Theodore & Renee Weiler Foundation Inc
    EIN:
    13-6181441
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Apple Inc 29,215 199,035
    Chesapeake Energy    
    Seventy Seven Energy Inc    
    Seventy Seven Energy Inc    
    BP PLC ADR    
    Chesapeake Energy    
    Con Edison Co 25,462 28,908
    Gilead Sciences Inc 54,822 34,956
    Glaxosmithkline PLC ADR 40,825 36,800
    IBM Corp 59,657 50,352
    Petroleo Brasileiro SA-A 105,903 331,800
    Rolls Royce Holdings PLC ADR    
    Twitter Inc 25,910 54,150
    Vodafone Group ADR    
    American Express Co    
    Allergan PLC    
    Alphabet Inc 70,589 175,264
    Alphabet Inc 31,083 70,075
    Air Products & Chem 79,230 109,288
    Analog Devices Inc 56,051 103,411
    Apple Inc 24,853 119,421
    Boston Scientific Corp 79,012 107,850
    Costco Wholesale Corp 14,722 37,678
    Facebook Inc 17,345 40,974
    General Electric Co    
    Grace WR    
    Hubbell Inc    
    IBM Corp 68,354 62,940
    McDonalds Corp 22,239 42,916
    Microsoft Corp 40,261 155,694
    Mondelez Int'l Inc 32,965 46,776
    Nestle SA ADR    
    Pfizer Inc    
    Raytheon Co 31,254 35,755
    Stryker Corp 16,628 36,756
    Visa inc 23,451 65,619
    Alexion Pharm Inc 63,339 93,744
    Corning Inc 15,624 25,200
    JP Morgan Chase 105,523 152,484
    Nisource Inc    
    US Bancorp    
    Berkshire Hathaway Inc    
    Verizon Communications 23,813 29,375
    General Mills    
    Macy's Inc 83,922 56,250
    Macy's Inc 945,436 562,500
    Alaska Air Group Inc    
    Facebook Inc 32,129 54,632
    Home Depot 47,556 66,405
    Phillip Morris Int'l Inc 89,769 89,827
    Simon Property Group Inc    
    Walgreens Boot Alliance Inc 110,808 63,808
    SPDR Gold Shrs ETF 43,856 71,344
    Alibaba Group PLC    
    Ametek Inc 34,615 48,376
    Ashland Global Hldgs 59,822 63,360
    ASML Holding NV 12,030 36,579
    AT & T 32,240 28,760
    Berkshire Hathaway Inc    
    Boeing Company    
    Disney, Walt Co 68,798 90,590
    General Dynamics Co 17,333 14,882
    Humana Inc 26,595 41,027
    ICU Med Inc 62,303 75,072
    L3 harris Technologies Inc 52,452 56,706
    Lockheed Martin 30,686 35,498
    Match Group Inc    
    Motorola Solutions Inc    
    Pioneer Natural Resources    
    Tencent Holdings Ltd    
    Union Pacific 33,315 41,644
    United Health Group Inc 24,521 35,068
    Zimmer Biomet Hldgs    
    First Trust Nasdaq Cyber ETF    
    Abbvie Inc 69,660 92,149
    SPDR Gold Shares ETF 32,415 35,672
    Abbott Labs 31,610 43,796
    Abbvie Inc 36,467 46,396
    Amazon.Com 48,829 84,680
    Amazon.Com 29,939 32,569
    American0 Tower Corp 24,932 22,446
    Bank of America Corp 99,377 121,240
    Bristol Myers Squibb Co 50,847 49,624
    Citrix Systems Inc 22,397 19,515
    Coca Cola 38,772 43,872
    Cooper Cos Inc 41,555 54,498
    Crispr Therapeutics 18,785 30,622
    Danaher Corp 25,557 44,428
    Danaher Corp 22,262 22,214
    Docusign Inc 22,483 22,230
    Entergy Corp 29,986 29,952
    First Solar Inc 13,945 24,730
    Fiserv Inc 60,104 68,316
    Freeport McMoran Inc 17,138 18,214
    Illumina Inc 27,892 37,000
    LAM Research Corp 12,256 23,614
    Nexterra Energy Inc 16,932 24,688
    Norfolk Southern Corp 21,026 23,761
    Novocure Ltd 33,524 34,608
    Nvidia Corp 39,427 52,220
    Oreilly Automotive Inc 40,288 45,257
    Palo Alto Networks Inc 25,524 35,539
    PPG Industries 39,838 57,688
    Procter & Gamble Co 31,866 41,742
    Qualcomm Inc 16,067 30,468
    Quest Diagnostics Inc 21,472 23,834
    Regeneron Pharmaceuticals Inc 24,824 24,155
    Roche Holdings Ltd 17,986 17,536
    Rockwell Automation 24,718 25,081
    Siemans AG ADR 21,847 21,537
    Skyworks Solutions Inc 28,380 30,576
    Starbucks Corp 22,577 32,094
    Teladoc Health Inc 33,936 39,992
    Tesla Inc 23,164 52,925
    Virgin Galactic Holding Inc 25,359 23,730
    Visa Inc 19,400 21,873

    TY 2020 OtherExpensesSchedule
    Name:
    Theodore & Renee Weiler Foundation Inc
    EIN:
    13-6181441
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Bank & Wire Fees 554      
    Filing Fee 250     250
    Public Notice 160     160
    Publication 1,089     1,089


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    Theodore & Renee Weiler Foundation Inc
    EIN:
    13-6181441
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment & Custody Fees 42,204 42,204 0 0


    TY 2020 TaxesSchedule
    Name:
    Theodore & Renee Weiler Foundation Inc
    EIN:
    13-6181441
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Excise Tax -2020 929