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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
DAVID & CANDACE WEIR FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 10879
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ALBANY, NY12201
A Employer identification number

13-3797919
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$108,342,617
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) 6,108,996
2 Check bullet.............
3 Interest on savings and temporary cash investments 251 251  
4 Dividends and interest from securities... 140,655 108,770  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,201,501
b Gross sales price for all assets on line 6a 12,736,043
7 Capital gain net income (from Part IV, line 2)... 4,104,793
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)....... 2,597,381 2,606,582  
12 Total. Add lines 1 through 11........ 12,048,784 6,820,396  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 9,500 4,750   4,750
c Other professional fees (attach schedule).... 6,880 3,440   3,440
17 Interest............... 24,648 24,648   0
18 Taxes (attach schedule) (see instructions)... 30,297 297   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 7,141 5,641   1,500
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 78,466 38,776   9,690
25 Contributions, gifts, grants paid....... 2,395,900 2,395,900
26 Total expenses and disbursements. Add lines 24 and 25 2,474,366 38,776   2,405,590
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 9,574,418
b Net investment income (if negative, enter -0-) 6,781,620
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 156,939 916,255 916,255
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)      
b Investments—corporate stock (attach schedule)....... 19,023,076 Click to see attachment24,555,810 45,269,111
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).......... 22,378,426 Click to see attachment23,060,054 62,151,251
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment6,000 Click to see attachment6,000 Click to see attachment6,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 41,564,441 48,538,119 108,342,617
Liabilities 17 Accounts payable and accrued expenses.......... 8,754 15,633
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)......... 8,754 15,633
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........ 17,201,669 17,201,669
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 24,354,018 31,320,817
29 Total net assets or fund balances (see instructions)..... 41,555,687 48,522,486
30 Total liabilities and net assets/fund balances (see instructions). 41,564,441 48,538,119
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
41,555,687
2
Enter amount from Part I, line 27a .....................
2
9,574,418
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
51,130,105
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
2,607,619
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
48,522,486
Form 990-PF (2021)
Form 990-PF (2021)
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 CONCENTRIX CORP D 2009-01-20 2021-02-16
b TTM TECHNOLOGIES, INC. P 2010-05-24 2021-12-16
c CALIX INC P 2019-09-17 2021-04-09
d CERUS CORP P 2019-12-12 2021-06-16
e CITI TRENDS, INC. P 2017-03-02 2021-03-11
EXTREME NETWORKS P 2018-06-21 2021-12-16
FLUIDIGM CORP P 2020-02-03 2021-02-17
INVACARE CORPORATION P 2020-09-24 2021-12-23
NEOPHOTONICS CORPORATION P 2020-02-03 2021-12-16
R1 RCM, INC P 2017-01-20 2021-04-09
TTM TECHNOLOGIES, INC. P 2015-06-01 2021-12-16
AXCELIS TECHNOLOGIES INC. P 2021-02-22 2021-11-18
COMTECH TELECOMMUNICATIONS CORP. P 2020-10-13 2021-06-16
INVACARE CORPORATION P 2021-08-04 2021-12-23
J JILL GROUP P 2021-04-16 2021-06-08
LUMENTUM HOLDINGS INC. P 2021-03-03 2021-06-15
OPTINOSE, INC. P 2020-07-13 2021-02-17
VEECO INSTRUMENTS P 2020-08-17 2021-03-11
K-1 PCM PARTNERS II P 2020-01-01 2021-12-31
K-1 PCM PARTNERS II P 2021-01-01 2021-12-31
BMO HARRIS P 2020-01-01 2021-12-21
CALIX INC P 2019-09-17 2021-10-18
CERUS CORP P 2019-12-12 2021-06-15
EXTREME NETWORKS P 2018-06-21 2021-11-18
FLUIDIGM CORP P 2020-02-03 2021-02-16
INVACARE CORPORATION P 2020-09-24 2021-12-22
INVACARE CORPORATION P 2021-08-04 2021-12-23
INVACARE CORPORATION P 2021-08-04 2021-12-23
INVACARE CORPORATION P 2021-08-04 2021-12-23
COMTECH TELECOMMUNICATIONS CORP. P 2020-10-13 2021-06-15
OPTINOSE, INC. P 2020-07-13 2021-02-16
OPTINOSE, INC. P 2020-07-13 2021-02-16
OPTINOSE, INC. P 2020-07-13 2021-02-17
(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 1,107,824   66,338 1,041,486
b 207,982   147,042 60,940
c 405,090   64,020 341,070
d 287,759   200,445 87,314
e 807,836   167,600 640,236
270,277   174,156 96,121
289,739   195,850 93,889
119,271   380,739 -261,468
749,871   387,446 362,425
251,800   22,700 229,100
499,439   348,764 150,675
627,614   391,520 236,094
488,916   334,306 154,610
88,654   271,470 -182,816
1,921,751   1,304,162 617,589
812,318   878,850 -66,532
69,682   68,806 876
454,676   266,850 187,826
785,242   260,387 524,855
    107,547 -107,547
5,168     5,168
569,689   64,020 505,669
288,794   200,560 88,234
389,421   261,300 128,121
272,294   196,705 75,589
109,815   339,416 -229,601
129,563   491,678 -362,115
101,221   357,601 -256,380
24,812   74,931 -50,119
224,231   155,553 68,678
139,062   198,657 -59,595
40,347   45,079 -4,732
195,885   206,752 -10,867
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       1,041,486
b       60,940
c       341,070
d       87,314
e       640,236
      96,121
      93,889
      -261,468
      362,425
      229,100
      150,675
      236,094
      154,610
      -182,816
      617,589
      -66,532
      876
      187,826
      524,855
      -107,547
      5,168
      505,669
      88,234
      128,121
      75,589
      -229,601
      -362,115
      -256,380
      -50,119
      68,678
      -59,595
      -4,732
      -10,867
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 4,104,793
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 0
3 Add lines 1 and 2........................... 3 94,265
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 94,265
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 62,398
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 52,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 114,398
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 1,006
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 19,127
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet19,127 RefundedBullet 11 0
Part VI-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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 ofbulletDAVID AND CANDACE WEIR FOUNDATION Telephone no.bullet (518) 431-3500

    Located atbullet9 ELK STREETALBANYNY ZIP+4bullet12207
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    CANDACE K WEIR TRUSTEE
    1.00
    0 0 0
    PO BOX 10879
    ALBANY,NY12201
    MEREDITH PRIME TRUSTEE
    1.00
    0 0 0
    PO BOX 10879
    ALBANY,NY12201
    AMELIA F WEIR TRUSTEE
    1.00
    0 0 0
    PO BOX 10879
    ALBANY,NY12201
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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.............bullet0
    Part VIII-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 VIII-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.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    89,742,583
    b
    Average of monthly cash balances.......................
    1b
    768,152
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,014,937
    d
    Total (add lines 1a, b, and c).........................
    1d
    91,525,672
    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
    0
    3
    Subtract line 2 from line 1d.........................
    3
    91,525,672
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,372,885
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    90,152,787
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    4,507,639
    Part X
    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 IX, line 6..................
    1
    4,507,639
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    94,265
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    54,651
    c
    Add lines 2a and 2b............................
    2c
    148,916
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    4,358,723
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    4,358,723
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    4,358,723
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2020
    (c)
    2020
    (d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 4,358,723
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 1,436,912
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 2,405,590
    a Applied to 2020, but not more than line 2a 1,436,912
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2021 distributable amount..... 968,678
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    3,390,045
    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) .......
    0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    CANDACE K WEIR
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    ADIRONDACK CHAPTER OF THE NATURE CONSERVATION
    PO BOX 65
    KEENE VALLEY,NY12943
    NONE PC GENERAL CHARITABLE PURPOSES 50,000
    ADIRONDACK COUNCIL
    PO BOX D-2
    ELIZABETHTOWN,NY12932
    NONE PC GENERAL CHARITABLE PURPOSES 1,000
    ADIRONDACK COUNCIL
    PO BOX D-2
    ELIZABETHTOWN,NY12932
    NONE PC GENERAL CHARITABLE PURPOSES 5,000
    ADIRONDACK LAND TRUST
    NANCY VAN WEI PO BOX 130
    KEENE,NY12942
    NONE PC GENERAL CHARITABLE PURPOSES 50,000
    ADIRONDACK MUSEUM
    PO BOX 99
    BLUE MOUNTAIN LAKE,NY12812
    NONE PC GENERAL CHARITABLE PURPOSES 1,000
    ADKACTION
    PO BOX 64
    KEESEVILLE,NY12944
    NONE PC GENERAL CHARITABLE PURPOSES 10,000
    ALBANY ACADEMY FOR GIRLS
    140 ACADEMY ROAD
    ALBANY,NY12208
    NONE PC GENERAL CHARITABLE PURPOSES 2,000
    ALBANY COUNTY HISTORICAL ASSOCIATION
    9 TEN BROECK PLACE
    ALBANY,NY12210
    NONE PC GENERAL CHARITABLE PURPOSES 1,000
    ALBANY DIOCESAN CEMETERIES
    48 CEMETERY AVE
    MENANDS,NY12204
    NONE PC GENERAL CHARITABLE PURPOSES 5,000
    ALBANY INSTITUTE OF HISTORY & ART
    125 WASHINGTON AVE
    ALBANY,NY12210
    NONE PC GENERAL CHARITABLE PURPOSES 22,000
    ALBANY INSTITUTE OF HISTORY & ART
    125 WASHINGTON AVE
    ALBANY,NY12210
    NONE PC GENERAL CHARITABLE PURPOSES 20,000
    ALBANY INSTITUTE OF HISTORY & ART
    125 WASHINGTON AVE
    ALBANY,NY12210
    NONE PC GENERAL CHARITABLE PURPOSES 250
    ALBANY INSTITUTE OF HISTORY & ART
    125 WASHINGTON AVE
    ALBANY,NY12210
    NONE PC GENERAL CHARITABLE PURPOSES 30,000
    ALBANY MEDICAL CENTER FOUNDATION
    43 NEW SCOTLAND AVE MC 119
    ALBANY,NY12208
    NONE PC GENERAL CHARITABLE PURPOSES 2,000
    ALBANY MEDICAL CENTER FOUNDATION
    43 NEW SCOTLAND AVE MC 119
    ALBANY,NY12208
    NONE PC GENERAL CHARITABLE PURPOSES 10,000
    ALBANY PUBLIC LIBRARY
    161 WASHINGTON AVE
    ALBANY,NY12210
    NONE PC GENERAL CHARITABLE PURPOSES 1,000
    ALBANY RURAL CEMETARY
    CEMETARY AVENUE
    ALBANY,NY12204
    NONE PC GENERAL CHARITABLE PURPOSES 10,000
    ALBANY SYMPHONY ORCHESTRA
    19 CLINTON AVE
    ALBANY,NY12207
    NONE PC GENERAL CHARITABLE PURPOSES 2,000
    AMERICAN CANCER SOCIETY
    1 PENNY LANE
    LATHAM,NY12110
    NONE PC GENERAL CHARITABLE PURPOSES 1,000
    AMERICAN FARMLAND TRUST
    1150 CONNECTICUT AVE NW SUITE 600
    WASHINGTON,DC20036
    NONE PC GENERAL CHARITABLE PURPOSES 1,000
    AMERICAN RED CROSS
    ALBANY CHAPTER 33 EVERETT ROAD
    ALBANY,NY12205
    NONE PC GENERAL CHARITABLE PURPOSES 1,000
    ARCHIVES OF AMERICAN ART
    VICTOR BUILDING-SUITE 2200 MRC 937
    P O BOX 37012
    WASHINGTON,DC200137012
    NONE PC GENERAL CHARITABLE PURPOSES 5,000
    ARCHIVES OF AMERICAN ART
    VICTOR BUILDING-SUITE 2200 MRC 937
    P O BOX 37012
    WASHINGTON,DC200137012
    NONE PC GENERAL CHARITABLE PURPOSES 2,000
    BALLARD PARK FOUNDATION
    PO BOX 96
    WESTPORT,NY12993
    NONE PC GENERAL CHARITABLE PURPOSES 500
    BALLARD PARK FOUNDATION
    PO BOX 96
    WESTPORT,NY12993
    NONE PC GENERAL CHARITABLE PURPOSES 1,000
    BLOCK ISLAND HISTORICAL SOCIETY
    PO BOX 79
    BLOCK ISLAND,RI02807
    NONE PC GENERAL CHARITABLE PURPOSES 1,000
    BLOCK ISLAND MEDICAL CENTER
    6 PAYNE ROAD
    BLOCK ISLAND,RI02807
    NONE PC GENERAL CHARITABLE PURPOSES 5,000
    BOMB
    LORA EVINGER 80 HANSON PLACE-703
    BROOKLYN,NY11217
    NONE PC GENERAL CHARITABLE PURPOSES 1,000
    BOYS & GIRLS CLUBS - CAPITAL AREA
    21 DELAWARE AVE
    ALBANY,NY12210
    NONE PC GENERAL CHARITABLE PURPOSES 10,000
    BOYS & GIRLS CLUBS - CAPITAL AREA
    21 DELAWARE AVE
    ALBANY,NY12210
    NONE PC GENERAL CHARITABLE PURPOSES 10,000
    BREAST CANCER RESEARCH FOUNDATION
    CHRIS WEY 28 WEST 44TH STREET -
    SUITE 609
    NEW YORK,NY10036
    NONE PC GENERAL CHARITABLE PURPOSES 2,500
    BREAST CANCER RESEARCH FOUNDATION
    CHRIS WEY 28 WEST 44TH STREET -
    SUITE 609
    NEW YORK,NY10036
    NONE PC GENERAL CHARITABLE PURPOSES 5,000
    BROWN LEDGE FOUNDATION
    1 MILL STREET SUITE 216
    BURLINGTON,VT05401
    NONE PC GENERAL CHARITABLE PURPOSES 1,000
    BROWN LEDGE FOUNDATION
    1 MILL STREET SUITE 216
    BURLINGTON,VT05401
    NONE PC GENERAL CHARITABLE PURPOSES 5,000
    BROWN UNIVERSITY
    PAGE - ROBINSON HALL 69 BROWN
    STREET
    PROVIDENCE,RI02912
    NONE PC GENERAL CHARITABLE PURPOSES 10,000
    CAPITAL CITY RESCUE MISSION
    259 SOUTH PEARL STREET
    ALBANY,NY12202
    NONE PC GENERAL CHARITABLE PURPOSES 10,000
    CAPITAL CITY RESCUE MISSION
    259 SOUTH PEARL STREET
    ALBANY,NY12202
    NONE PC GENERAL CHARITABLE PURPOSES 10,000
    CAPITAL REGION SPONSOR-A-SCHOLAR
    1218 CENTRAL AVE SUITE 203
    ALBANY,NY12205
    NONE PC GENERAL CHARITABLE PURPOSES 5,000
    CAPITAL REPERTORY THEATRE
    ADMINISTRATIVE OFFICE 432 STATE
    STREET
    SCHENECTADY,NY12305
    NONE PC GENERAL CHARITABLE PURPOSES 3,000
    CAPITAL REPERTORY THEATRE
    ADMINISTRATIVE OFFICE 432 STATE
    STREET
    SCHENECTADY,NY12305
    NONE PC GENERAL CHARITABLE PURPOSES 2,000
    CAPITAL ROOTS
    594 RIVER STREET
    TROY,NY12180
    NONE PC GENERAL CHARITABLE PURPOSES 1,200
    CAPITAL ROOTS
    594 RIVER STREET
    TROY,NY12180
    NONE PC GENERAL CHARITABLE PURPOSES 650
    CAPITAL ROOTS
    594 RIVER STREET
    TROY,NY12180
    NONE PC GENERAL CHARITABLE PURPOSES 10,000
    CHAMPLAIN AREA TRAILS
    PO BOX 193
    WESTPORT,NY12993
    NONE PC GENERAL CHARITABLE PURPOSES 3,000
    CHURCH OF GOD OF PROPHECY
    BISHOP TIMOTHY SCOTTON 774 MADISON
    AVE
    ALBANY,NY12208
    NONE PC GENERAL CHARITABLE PURPOSES 2,000
    CHURCHILL SCHOOL & CENTER
    301 E 29TH STREET
    NEW YORK,NY10016
    NONE PC GENERAL CHARITABLE PURPOSES 5,000
    CITY & COUNTRY SCHOOL
    146 W 13TH STREET
    NEW YORK,NY10011
    NONE PC GENERAL CHARITABLE PURPOSES 5,000
    CORPORATION OF YADDO
    312 UNION AVE
    SARATOGA SPRINGS,NY12866
    NONE PC GENERAL CHARITABLE PURPOSES 15,000
    DAMON RUNYON CANCER RESEARCH FOUNDATION
    ONE EXCHANGE PLAZA 55 BROADWAY-SUIT
    302
    NEW YORK,NY10006
    NONE PC GENERAL CHARITABLE PURPOSES 1,000
    DIOCESE OF OGDENSBURG
    PO BOX 608
    OGDENSBURG,NY13669
    NONE PC GENERAL CHARITABLE PURPOSES 1,000
    DOUBLE H HOLE IN THE WOODS
    97 HIDDEN VALLEY ROAD
    LAKE LUZERNE,NY12846
    NONE PC GENERAL CHARITABLE PURPOSES 2,000
    ECHO
    PO BOX 250
    ESSEX,NY12936
    NONE PC GENERAL CHARITABLE PURPOSES 1,000
    ELIZABETHTOWN COMMUNITY HOSPITAL
    PO BOX 277
    ELIZABETHTOWN,NY12932
    NONE PC GENERAL CHARITABLE PURPOSES 2,000
    FAMILIES IN NEED OF ASSISTANCE INC
    69 BROOKLINE AVE
    ALBANY,NY12203
    NONE PC GENERAL CHARITABLE PURPOSES 5,000
    FOOD PANTRIES OF THE CAPITAL DISTRICT
    32 ESSEX STREET
    ALBANY,NY12206
    NONE PC GENERAL CHARITABLE PURPOSES 10,000
    FOOD PANTRIES OF THE CAPITAL DISTRICT
    32 ESSEX STREET
    ALBANY,NY12206
    NONE PC GENERAL CHARITABLE PURPOSES 1,000
    FOOD PANTRIES OF THE CAPITAL DISTRICT
    32 ESSEX STREET
    ALBANY,NY12206
    NONE PC GENERAL CHARITABLE PURPOSES 10,000
    FORT TICONDEROGA
    PO BOX 390
    TICONDEROGA,NY12883
    NONE PC GENERAL CHARITABLE PURPOSES 1,000
    FRESH AIR FUND
    633 3RD AVE 14TH FLOOR
    NEW YORK,NY10017
    NONE PC GENERAL CHARITABLE PURPOSES 2,000
    FRIENDS OF PRUYN HOUSE
    207 OLD NISKAYUNA ROAD PO BOX 1254
    LATHAM,NY121108754
    NONE PC GENERAL CHARITABLE PURPOSES 1,000
    GARDEN CONSERVANCY
    PO BOX 608
    GARRISON,NY10524
    NONE PC GENERAL CHARITABLE PURPOSES 2,500
    GREATER LOUDONVILLE ASSOCIATION
    PO BOX 11144
    LOUDONVILLE,NY12211
    NONE PC GENERAL CHARITABLE PURPOSES 1,000
    HIGH PEAKS HOSPICE & PALLIATIVE CARE INC
    PO BOX 205
    MINEVILLE,NY12956
    NONE PC GENERAL CHARITABLE PURPOSES 5,000
    HISTORIC ALBANY FOUNDATION
    89 LEXINGTON AVE
    ALBANY,NY12206
    NONE PC GENERAL CHARITABLE PURPOSES 10,000
    HISTORIC CHERRY HILL
    523 1/2 SOUTH PEARL STREET
    ALBANY,NY12202
    NONE PC GENERAL CHARITABLE PURPOSES 3,000
    HSS FOUNDATION
    535 EAST 70TH STREET
    NEW YORK,NY10021
    NONE PC GENERAL CHARITABLE PURPOSES 1,000
    HUTCHINS CENTER HARVARD UNIVERSITY
    104 MOUNT AUBURN STREET 3R
    CAMBRIDGE,MA02138
    NONE PC GENERAL CHARITABLE PURPOSES 25,000
    INTERFAITH PARTNERSHIP FOR THE HOMELESS
    176 SHERIDAN AVE
    ALBANY,NY12210
    NONE PC GENERAL CHARITABLE PURPOSES 5,000
    INTERFAITH PARTNERSHIP FOR THE HOMELESS
    176 SHERIDAN AVE
    ALBANY,NY12210
    NONE PC GENERAL CHARITABLE PURPOSES 10,000
    JOSEPH'S HOUSE & SHELTER
    74 FERRY STREET
    TROY,NY12180
    NONE PC GENERAL CHARITABLE PURPOSES 5,000
    JOSEPH'S HOUSE & SHELTER
    74 FERRY STREET
    TROY,NY12180
    NONE PC GENERAL CHARITABLE PURPOSES 5,000
    LAKE CHAMPLAIN COMMITTEE
    208 FLYNN AVE BUILDING 3 STUDIO 3F
    BURLINGTON,VT05401
    NONE PC GENERAL CHARITABLE PURPOSES 1,000
    LIFEPATH
    28 COLVIN AVE SUITE 2
    ALBANY,NY12206
    NONE PC GENERAL CHARITABLE PURPOSES 3,000
    LITERACY VOLUNTEERS OF AMERICA-ALBANY IN
    1450 WESTERN AVE SUITE 101
    ALBANY,NY12205
    NONE PC GENERAL CHARITABLE PURPOSES 2,000
    MAKE-A-WISH FOUNDATION
    4742 NORTH 24TH STREET SUITE 400
    PHOENIX,AZ85016
    NONE PC GENERAL CHARITABLE PURPOSES 1,000
    MOMA
    11 WEST 53RD STREET
    NEW YORK,NY10019
    NONE PC GENERAL CHARITABLE PURPOSES 60,000
    MOMA
    11 WEST 53RD STREET
    NEW YORK,NY10019
    NONE PC GENERAL CHARITABLE PURPOSES 30,000
    MOSES BROWN SCHOOL
    ATTN DEVELOPMENT OFFICE 250 LLOYD
    AVENUE
    PROVIDENCE,RI02906
    NONE PC GENERAL CHARITABLE PURPOSES 10,000
    MOUNTAIN LAKE PBS
    ONE SESAME STREET
    PLATTSBURGH,NY12901
    NONE PC GENERAL CHARITABLE PURPOSES 1,000
    NATIONAL MUSEUM OF WOMEN IN THE ARTS
    1250 NY AVENUE
    WASHINGTON,DC20005
    NONE PC GENERAL CHARITABLE PURPOSES 1,000
    NATIONAL PARK FOUNDATION
    1500 K STREET NW SUITE 700
    WASHINGTON,DC20005
    NONE PC GENERAL CHARITABLE PURPOSES 2,000
    NATIONAL PUBLIC RADIO
    1111 NORTH CAPITOL ST NE
    WASHINGTON,DC20002
    NONE PC GENERAL CHARITABLE PURPOSES 20,000
    NATURE CONSERVANCY - BLOCK ISLAND
    PO BOX 1287
    BLOCK ISLAND,RI02807
    NONE PC GENERAL CHARITABLE PURPOSES 20,000
    NEW-YORK HISTORICAL SOCIETY
    170 CENTRAL PARK WEST AT RICHARD
    GILDER WAY
    NEW YORK,NY10024
    NONE PC GENERAL CHARITABLE PURPOSES 10,000
    OPEN SPACE INSTITUTE INC
    1350 BROADWAY SUITE 201
    NEW YORK,NY101381226
    NONE PC GENERAL CHARITABLE PURPOSES 5,000
    PEN AMERCIA
    588 BROADWAY SUITE 303
    NEW YORK,NY10012
    NONE PC GENERAL CHARITABLE PURPOSES 20,000
    PRESERVATION LEAGUE OF NEW YORK STATE
    44 CENTRAL AVE
    ALBANY,NY12206
    NONE PC GENERAL CHARITABLE PURPOSES 20,000
    PROCTOR'S THEATRE
    432 STATE STREET
    SCHENECTADY,NY12305
    NONE PC GENERAL CHARITABLE PURPOSES 1,000
    PROVIDENCE PRESERVATION SOCIETY
    THE 1769 OLD BRICK SCHOOL HOUSE 24
    MEETING STREET
    PROVIDENCE,RI02903
    NONE PC GENERAL CHARITABLE PURPOSES 5,000
    PROVINCETOWN CONSERVATION TRUST
    PO BOX 307
    PROVINCETOWN,MA02657
    NONE PC GENERAL CHARITABLE PURPOSES 5,000
    RUSSELL FERBER FOUNDATION
    C/O JORDON FERBER 40 FIFTH AVE
    NEW YORK,NY10011
    NONE PC GENERAL CHARITABLE PURPOSES 500
    SECOND STAGE THEATRE
    1501 BROADWAY SUITE 518
    NEW YORK,NY10036
    NONE PC GENERAL CHARITABLE PURPOSES 5,000
    SECOND STAGE THEATRE
    1501 BROADWAY SUITE 518
    NEW YORK,NY10036
    NONE PC GENERAL CHARITABLE PURPOSES 30,000
    SHAKER FIRE DEPARTMENT
    550 ALBANY SHAKER ROAD
    LOUDONVILLE,NY12211
    NONE PC GENERAL CHARITABLE PURPOSES 1,000
    SHAKER HERITAGE SOCIETY
    25 MEETING HOUSE ROAD
    ALBANY,NY12211
    NONE PC GENERAL CHARITABLE PURPOSES 1,000
    SHAKER HERITAGE SOCIETY
    25 MEETING HOUSE ROAD
    ALBANY,NY12211
    NONE PC GENERAL CHARITABLE PURPOSES 1,000
    SHAKER MUSEUMMOUNT LEBANON
    PO BOX 630
    NEW LEBANON,NY12125
    NONE PC GENERAL CHARITABLE PURPOSES 1,000
    SHAKER MUSEUMMOUNT LEBANON
    PO BOX 630
    NEW LEBANON,NY12125
    NONE PC GENERAL CHARITABLE PURPOSES 2,000
    SOLOMON R GUGGENHEIM MUSEUM
    1071 FIFTH AVE
    NEW YORK,NY10128
    NONE PC GENERAL CHARITABLE PURPOSES 10,000
    ST ANDREW ROMAN CATHOLIC CHURCH
    PO BOX 279
    BLOCK ISLAND,RI02807
    NONE PC GENERAL CHARITABLE PURPOSES 2,000
    ST ELIZABETH CHURCH
    PO BOX 368
    ELIZABETHTOWN,NY12932
    NONE PC GENERAL CHARITABLE PURPOSES 2,000
    ST MARY'S COLLEGE
    US 933 N
    NOTRE DAME,IN46556
    NONE PC GENERAL CHARITABLE PURPOSES 1,000
    ST MARY'S
    10 LODGE STREET
    ALBANY,NY12207
    NONE PC GENERAL CHARITABLE PURPOSES 5,000
    ST PETER'S HOSPITAL FOUNDATION
    319 SOUTH MANNING BLVD SUITE 309
    ALBANY,NY12208
    NONE PC GENERAL CHARITABLE PURPOSES 1,000
    ST PIUS
    23 CRUMITE ROAD
    LOUDONVILLE,NY12211
    NONE PC GENERAL CHARITABLE PURPOSES 3,000
    THE CLARK ART INSTITUTE
    225 SOUTH STREET
    WILLIAMSTOWN,MA01267
    NONE PC GENERAL CHARITABLE PURPOSES 1,000
    THE DRAWING CENTER
    35 WOOSTER STREET
    NEW YORK,NY10013
    NONE PC GENERAL CHARITABLE PURPOSES 2,000
    THE HYDE COLLECTION
    161 WARREN STREET
    GLENS FALLS,NY12801
    NONE PC GENERAL CHARITABLE PURPOSES 1,000
    THE LAUNDROMAT PROJECT INC
    1476 FULTON STREET
    BROOKLYN,NY11216
    NONE PC GENERAL CHARITABLE PURPOSES 1,000
    THE METROPOLITAN MUSEUM OF ART
    1000 5TH AVE
    NEW YORK,NY10028
    NONE PC GENERAL CHARITABLE PURPOSES 50,000
    THE MORGAN LIBRARY & MUSEUM
    225 MADISON AVE
    NEW YORK,NY10016
    NONE PC GENERAL CHARITABLE PURPOSES 5,000
    THE MOUNT SINAI MEDICAL CENTER
    DEVELOPMENT OFFICE ONE GUSTAVE LEVY
    PLACE BOX 1049
    NEW YORK,NY10029
    NONE PC GENERAL CHARITABLE PURPOSES 1,000
    THE MUNICIPAL ART SOCIETY OF NEW YORK
    488 MADISON AVE
    NEW YORK,NY10022
    NONE PC GENERAL CHARITABLE PURPOSES 1,000
    THE MUSEUM OF MODERN ART
    DEPARTMENT OF SPECIAL PROGRAMMING
    11 W 53RD STREET
    NEW YORK,NY10019
    NONE PC GENERAL CHARITABLE PURPOSES 5,000
    THE NATIONAL WORLD WAR II MUSEUM
    PO BOX 758590
    TOPEKA,KS666758590
    NONE PC GENERAL CHARITABLE PURPOSES 500
    THE NEW YORK LANDMARKS CONSERVANCY
    1 WHITEHALL STREET 21ST FLOOR
    NEW YORK,NY10004
    NONE PC GENERAL CHARITABLE PURPOSES 5,000
    THE NEW YORK LANDMARKS CONSERVANCY
    1 WHITEHALL STREET 21ST FLOOR
    NEW YORK,NY10004
    NONE PC GENERAL CHARITABLE PURPOSES 5,000
    THE NEW YORK STATE TROOPER FOUNDATION INC
    3 AIRPORT PARK BLVD
    LATHAM,NY12110
    NONE PC GENERAL CHARITABLE PURPOSES 2,000
    THE NEXT STEP
    2 HOLLAND AVE
    ALBANY,NY122091761
    NONE PC GENERAL CHARITABLE PURPOSES 5,000
    THE OLANA PARTNERSHIP
    PO BOX 199
    HUDSON,NY12534
    NONE PC GENERAL CHARITABLE PURPOSES 1,000
    THE STUDIO MUSEUM IN HARLEM
    144 WEST 125TH STREET
    NEW YORK,NY10027
    NONE PC GENERAL CHARITABLE PURPOSES 5,000
    THE STUDIO MUSEUM IN HARLEM
    144 WEST 125TH STREET
    NEW YORK,NY10027
    NONE PC GENERAL CHARITABLE PURPOSES 1,000,000
    THE WOMEN'S FUND OF THE CAPITAL REGION
    175 CENTRAL AVE - 3RD FLOOR
    ALBANY,NY12206
    NONE PC GENERAL CHARITABLE PURPOSES 1,000
    TIMES UNION HOPE FUND
    C/O COMMUNITY FOUNDATION-CAPITAL
    REGION SIX TOWER PLACE
    ALBANY,NY12203
    NONE PC GENERAL CHARITABLE PURPOSES 2,000
    UNITED STATES HOLOCAUST MEMORIAL MUSEUM
    PO 1566
    MERRIFIELD,VA221169583
    NONE PC GENERAL CHARITABLE PURPOSES 1,000
    UNITED STATES HOLOCAUST MEMORIAL MUSEUM
    PO 1566
    MERRIFIELD,VA221169583
    NONE PC GENERAL CHARITABLE PURPOSES 1,000
    VASSAR COLLEGE
    ALUMNAE AFFAIRS PO BOX 725
    POUGHKEEPSIE,NY12604
    NONE PC GENERAL CHARITABLE PURPOSES 10,000
    VERMONT PBS
    10 EAST ALLEN STREET STE 202
    WINOOSKI,VT054042296
    NONE PC GENERAL CHARITABLE PURPOSES 5,000
    WADHAMS FREE LIBRARY
    763 NYS ROUTE 22
    WADHAMS,NY12993
    NONE PC GENERAL CHARITABLE PURPOSES 2,000
    WAMC NORTHEAST PUBLIC RADIO
    318 CENTRAL AVE
    ALBANY,NY12206
    NONE PC GENERAL CHARITABLE PURPOSES 10,000
    WESTPORT DEPOT THEATRE
    PO BOX 414
    WESTPORT,NY12993
    NONE PC GENERAL CHARITABLE PURPOSES 2,000
    WESTPORT HERITAGE HOUSE
    6459 MAIN STREET
    WESTPORT,NY12993
    NONE PC GENERAL CHARITABLE PURPOSES 300
    WESTPORT LIBRARY ASSOCIATION
    PO BOX 436
    WESTPORT,NY12993
    NONE PC GENERAL CHARITABLE PURPOSES 5,000
    WESTPORT RESCUE
    PO BOX 375
    WESTPORT,NY12993
    NONE PC GENERAL CHARITABLE PURPOSES 1,000
    WETA
    3939 CAMPBELL AVE
    ARLINGTON,VA22206
    NONE PC GENERAL CHARITABLE PURPOSES 250,000
    WIKIMEDIA FOUNDATION
    1 MONTGOMERY STREET SUITE 1600
    SAN FRANCISCO,CA94104
    NONE PC GENERAL CHARITABLE PURPOSES 1,000
    WILDWOOD FOUNDATION
    2995C CURRY ROAD EXT
    SCHENECTADY,NY12303
    NONE PC GENERAL CHARITABLE PURPOSES 1,000
    WMHT
    4 GLOBAL VIEW
    TROY,NY12180
    NONE PC GENERAL CHARITABLE PURPOSES 10,000
    WNET
    825 8TH AVE 14TH FLOOR
    NEW YORK,NY10019
    NONE PC GENERAL CHARITABLE PURPOSES 5,000
    WNET
    825 8TH AVE 14TH FLOOR
    NEW YORK,NY10019
    NONE PC GENERAL CHARITABLE PURPOSES 250,000
    Total .................................bullet 3a 2,395,900
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ...........
        14 251  
    4 Dividends and interest from securities ....          
    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 ............
    523920 207,032 18 2,994,469  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME THROUGH PCM PARTNERS II
    523920 -12,888 18 -1,037  
    bNYS REFUND ON UBTI     18 3,687 0
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 226,029 5,713,759 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    5,939,788
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    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
    2021
    Name of the organization
    DAVID & CANDACE WEIR FOUNDATION
     
    Employer identification number

    13-3797919
    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) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    DAVID & CANDACE WEIR FOUNDATION
     
    Employer identification number
    13-3797919
    Part I
    Contributors
    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
    1
    CANDACE K WEIR
    PO BOX 10879
     
    ALBANY, NY12201

    $ 6,108,996


    (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) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    DAVID & CANDACE WEIR FOUNDATION
     
    Employer identification number

    13-3797919
    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
    1
    374900 SHS OF EXTREME NETWORKS INC. $ 6,108,996 2021-12-29
    (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) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    DAVID & CANDACE WEIR FOUNDATION
     
    Employer identification number

    13-3797919
    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) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    DAVID & CANDACE WEIR FOUNDATION
    EIN:
    13-3797919
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 9,500 4,750   4,750

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    DAVID & CANDACE WEIR FOUNDATION
    EIN:
    13-3797919
    Name of Stock End of Year Book Value End of Year Fair Market Value
    20000 SHS CALIX INC 123,082 1,599,400
    20000 SHS CITI TRENDS. INC 324,770 1,895,000
    15000 SHS ENERSYS 1,031,076 1,185,900
    554900 SHS EXTREME NETWORKS 7,122,272 8,711,930
    10000 SHS FABRINET 606,612 1,184,700
    25000 SHS II-VI INC. 811,957 1,708,250
    15000 SHS JABIL CIRCUIT, INC. 401,244 1,407,000
    40000 SHS MAXLINEAR, INC 945,524 3,015,600
    50000 SHS NEOPHONTICS CORPORATION 348,854 768,500
    130000 SHS NN, INC. 754,660 533,000
    30000 SHS ONTO INNOVATION INC. 409,334 3,036,900
    70000 SHS R1 RCM INC 158,359 1,784,300
    250000 SHS RIBBON COMMUNICATIONS INC 1,231,815 1,512,500
    20000 SHS SYNNEX CORPORATION 1,243,000 2,287,200
    50000 SHS TTM TECHNOLOGIES, INC. 447,889 745,000
    40000 SHS ULTRA CLEAN HOLDINGS, INC 831,789 2,294,400
    100000 SHS VEECO INSTRUMENTS 1,239,557 2,847,000
    40000 SHS ABSOLUTE SOFTWARE CORP 387,184 376,400
    40000 SHS AXCELIS TECHNOLOGIES 1,521,870 2,982,400
    40000 SHS CALERES INC (FORMERLY BROWN SHOE COMPANY) 840,749 907,200
    30000 SHS COHU INC. 1,087,680 1,142,700
    10000 SHS EMERGENT BIOSOLUTIONS 399,572 434,700
    40000 SHS KIRKLANDS 846,728 597,200
    100000 SHS NAVITAS SEMICONDUCTOR CORP 1,000,000 1,701,000
    40000 SHS MODINE MANUFACTURING CO 440,233 403,600
    33333 NAVITAS SEMICONDUCTOR WARRANTS 0 207,331

    TY 2021 InvestmentsOtherSchedule2
    Name:
    DAVID & CANDACE WEIR FOUNDATION
    EIN:
    13-3797919
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    PCM PARTNERS LP, II AT COST 7,022,993 17,496,513
    PCM PARTNERS INTERNATIONAL LTD AT COST 15,022,124 43,639,801
    ARTWORK AT COST 1,014,937 1,014,937

    TY 2021 OtherAssetsSchedule
    Name:
    DAVID & CANDACE WEIR FOUNDATION
    EIN:
    13-3797919
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    LOAN AND EXCHANGE 6,000 6,000 6,000


    TY 2021 OtherDecreasesSchedule
    Name:
    DAVID & CANDACE WEIR FOUNDATION
    EIN:
    13-3797919
    Description Amount
    SUBPART F INCOME 2,607,619


    TY 2021 OtherExpensesSchedule
    Name:
    DAVID & CANDACE WEIR FOUNDATION
    EIN:
    13-3797919
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STORAGE FEES (ARTWORK) 3,593 3,593   0
    INSURANCE (ARTWORK) 1,320 1,320   0
    OTHER DEDUCTIONS 728 728   0
    NYS DEPARTMENT OF LAW 1,500 0   1,500


    TY 2021 OtherIncomeSchedule2
    Name:
    DAVID & CANDACE WEIR FOUNDATION
    EIN:
    13-3797919
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    SUBPART F INCOME 2,607,619 2,607,619 2,607,619
    OTHER INCOME THROUGH PCM PARTNERS II -13,925 -1,037 -13,925
    NYS REFUND ON UBTI 3,687   3,687


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    DAVID & CANDACE WEIR FOUNDATION
    EIN:
    13-3797919
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL FEES 6,880 3,440   3,440


    TY 2021 TaxesSchedule
    Name:
    DAVID & CANDACE WEIR FOUNDATION
    EIN:
    13-3797919
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX ON NET INVESTMENT INCOME 30,000 0   0
    FOREIGN TAX PAID 297 297   0