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 12-01-2021 , and ending 11-30-2022
Name of foundation
THE WEIL FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)400 WOODWARD ROAD
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ROSE VALLEY, PA19063
A Employer identification number

95-2379787
B Telephone number (see instructions)

(610) 209-9887
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$13,711,773
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 61,182 61,182 61,182
4 Dividends and interest from securities... 240,524 240,524 240,524
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 342,571
b Gross sales price for all assets on line 6a 4,820,618
7 Capital gain net income (from Part IV, line 2)... 342,571
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........ 644,277 644,277 301,706
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 4,650 4,650 4,650  
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 400 400 400  
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 61,162 61,162 61,162  
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 66,212 66,212 66,212 0
25 Contributions, gifts, grants paid....... 8,484,168 8,484,168
26 Total expenses and disbursements. Add lines 24 and 25 8,550,380 66,212 66,212 8,484,168
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -7,906,103
b Net investment income (if negative, enter -0-) 578,065
c Adjusted net income (if negative, enter -0-)... 235,494
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......... 9,362,640 2,016,144 2,016,144
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) 1,638,060 Click to see attachment1,520,889 1,520,889
b Investments—corporate stock (attach schedule)....... 11,644,386 Click to see attachment9,509,769 9,509,769
c Investments—corporate bonds (attach schedule)....... 857,208 Click to see attachment664,971 664,971
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) 23,502,294 13,711,773 13,711,773
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 23,502,294 13,711,773
29 Total net assets or fund balances (see instructions)..... 23,502,294 13,711,773
30 Total liabilities and net assets/fund balances (see instructions). 23,502,294 13,711,773
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
23,502,294
2
Enter amount from Part I, line 27a .....................
2
-7,906,103
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
15,596,191
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,884,418
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
13,711,773
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 MERRILL LYNCH - 22D-07H07 P    
b MERRILL LYNC - 22D-07HO7 P    
c MERRILL LYNCH - 22D-74054 P    
d MERRILL LYNCH - 22D-74054 P    
e MERRILL LYNCH - 22D-74017 P    
MERRILL LYNCH - 22D-74017 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 598,445   598,452 -7
b 264   176 88
c 687,877   682,182 5,695
d 1,823,673   1,476,762 346,911
e 708,767   810,430 -101,663
1,001,592   910,045 91,547
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       -7
b       88
c       5,695
d       346,911
e       -101,663
      91,547
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 2 342,571
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 -95,975
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  
3 Add lines 1 and 2........................... 3 8,035
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 8,035
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 10,000
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 10,000
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 1,965
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet1,965 RefundedBullet 11  
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$   (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 XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 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 ofbulletMICHAEL ADESMAN Telephone no.bullet (610) 209-9887

    Located atbullet400 WOODWARD ROADROSE VALLEYPA ZIP+4bullet19063
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 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
     
     
    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
    MICHAEL ADESMAN PRESIDENT
    000.00
    0 0 0
    400 WOODWARD ROAD
    ROSE VALLEY,PA19063
    NICOLE ADESMAN SECRETARY
    000.00
    0 0 0
    400 WOODWARD ROAD
    ROSE VALLEY,PA19063
    DAVID MEDINE TREASURER
    000.00
    0 0 0
    7417 HELMSDALE ROAD
    BETHESDA,MD20817
    MARISSA WENZEL VICE PRESIDE
    000.00
    0 0 0
    7417 HELMSDALE ROAD
    BETHESDA,MD20817
    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 (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.............bullet  
    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 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    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
    12,917,642
    b
    Average of monthly cash balances.......................
    1b
    5,689,392
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    18,607,034
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    18,607,034
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    279,106
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    18,327,928
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    916,396
    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
    916,396
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    8,035
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    8,035
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    908,361
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    908,361
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    908,361
    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 7 908,361
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017...... 70,765
    c From 2018...... 35,886
    d From 2019...... 42,210
    e From 2020...... 485,584
    f Total of lines 3a through e ........ 634,445
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 8,484,168
    a Applied to 2020, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2021 distributable amount..... 908,361
    e Remaining amount distributed out of corpus 7,575,807
    5 Excess distributions carryover applied to 2021.    
    (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 8,210,252
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...
     
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    8,210,252
    10 Analysis of line 9:
    a Excess from 2017.... 70,765
    b Excess from 2018.... 35,886
    c Excess from 2019.... 42,210
    d Excess from 2020.... 485,584
    e Excess from 2021.... 7,575,807
    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).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    MICHAEL ADESMAN
    400 WOODWARD ROAD
    ROSE VALLEY,PA19063
    (610) 892-0345
    MICADES@AOL.COM
    bThe form in which applications should be submitted and information and materials they should include:
    CHECK ONLY
    cAny submission deadlines:
    NOVEMBER 30
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (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
    WORLD CENTRAL KITCHEN
    200 MASSACHUSETTS AVE
    NW 7TH FLOOR
    WASHINGTON,DC20001
    NONE   CHARITABLE 5,000
    SOCIETY OF CRITICAL CARE MEDICINE
    500 MIDWAY DRIVE
    MOUNT PROSPECT,IL60056
    NONE   CHARITABLE 10,000
    UNIVERSITY OF MICHIGAN
    3003 SOUTH STATE STREET
    SUITE 8000
    ANN ARBOR,MI48109
    NONE   CHARITABLE 6,000
    UNIVERSITY OF MICHIGAN
    3003 SOUTH STATE STREET
    SUITE 8000
    ANN ARBOR,MI48109
    NONE   CHARITABLE 7,200,000
    UNIVERSITY OF MICHIGAN
    3003 SOUTH STATE STREET
    SUITE 8000
    ANN ARBOR,MI48109
    NONE   CHARITABLE 1,253,168
    HOPE FOR UKRAINE
    101 EISENHOWER PKWY
    SUITE 300
    ROSELAND,NJ07068
    NONE   CHARITABLE 5,000
    GLOBAL GIVING INDIA COVID RELIEF FU
    1110 VERMONT AVENUE NW
    SUITE 550
    WASHINGTON,DC20005
    NONE   CHARITABLE 5,000
    Total .................................bullet 3a 8,484,168
    bApproved for future payment
    Total .................................bullet 3b  
    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 61,182  
    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 ............
            342,571
    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) ..   301,706 342,571
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    644,277
    (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.)
    4 ALL FUNDS ENABLE THE FOUNDATION TO MAKE GRANTS AND
    4 DISTRIBUTIONS TO PUBLIC NON-PROFIT RESEARCH AND
    4 CHARITABLE ORGANIZATIONS
    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

    TY 2021 AccountingFeesSchedule
    Name:
    THE WEIL FAMILY FOUNDATION
    EIN:
    95-2379787
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SOLOMON AND YAGLINSKI PC 4,650 4,650 4,650  

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    THE WEIL FAMILY FOUNDATION
    EIN:
    95-2379787
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ACCRUED INTEREST 19,097 19,097
    AMERICAN EXPRESS    
    ANHEUSER-BUSCH INBEV 19,305 19,305
    APPLE INC 27,057 27,057
    BB&T CORP 27,908 27,908
    CITIGROUP INC 15,684 15,684
    HOME DEPOT 29,056 29,056
    JP MORGAN CHASE & CO 14,246 14,246
    ORACLE 18,901 18,901
    WELLS FARGO    
    MORGAN STANLEY 20,754 20,754
    COMCAST CORP 22,746 22,746
    BAT CAPITAL CORP 28,224 28,224
    KINDER MORGAN ENER PART    
    AMERICAN EXPRESS    
    WELLS FARGO & COMPANY 21,411 21,411
    ENTERPRISE PRODUCTS OPER 14,650 14,650
    ORACLE CORP 26,666 26,666
    BP CAP MARKETS AMERICA 14,485 14,485
    JPMORGAN CHASE & CO 32,249 32,249
    CITIGROUP INC 15,559 15,559
    GOLDMAN SACHS GROUP INC 15,809 15,809
    US BANCORP 10,391 10,391
    MORGAN STANLEY 17,642 17,642
    CVS HEALTH CORP 28,219 28,219
    CAPITAL ONE FINANCIAL CO 10,289 10,289
    JPMORGAN CHASE & CO 12,060 12,060
    VERIZON COMMUNICATIONS 17,467 17,467
    MARSH & MCKENNAN COS INC 12,619 12,619
    FISERV INC 16,188 16,188
    ABBVIE INC 17,284 17,284
    MORGAN STANLEY 14,075 14,075
    CIGNA CORP 15,190 15,190
    INTEL CORP 16,890 16,890
    COMCAST CORP 16,397 16,397
    ORACLE CORP 16,222 16,222
    VISA INC 15,460 15,460
    APPLE INC 14,050 14,050
    COMCAST CORP 14,125 14,125
    AMAZON.COM INC 16,596 16,596

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE WEIL FAMILY FOUNDATION
    EIN:
    95-2379787
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ADOBE    
    ADVANCED MICRO 31,207 31,207
    ADYEN N.V. SHS 9,139 9,139
    ALBEMARLE CORP    
    ALIBABA    
    ALIGN TECH INC    
    ALPHABET INC CL A 86,851 86,851
    AMAZON 129,653 129,653
    AMERICAN STATES WATER    
    ANALOG DEVICES INC    
    APPLE INC 168,754 168,754
    ASML HLDG 63,853 63,853
    ASTRAZENECA PLC SPND ADR 31,606 31,606
    BALL CORP    
    BANK O F AMERICA    
    BARNES GROUP    
    BILL COM HOLDINGS 14,450 14,450
    BLACKROCK INC 23,157 23,157
    BLACKROCK STRATEGIC 846,372 846,372
    BOEING COMPANY    
    BOSTON SCIENTIFIC CORP 20,824 20,824
    CADENCE DESIGN SYSTEMS 34,236 34,236
    CAMPBELL SOUP    
    CATALENT INC SHS    
    CHENIERE ENERGY 31,389 31,389
    CHIPOTLE MEXICAN GRILL 27,658 27,658
    CHUBB GROUP    
    CINTAS CORP 22,627 22,627
    COSTAR GROUP    
    CROWDSTRIKE HOLDINGS    
    DANAHER CORP 43,746 43,746
    DOMINION ENERGY INC    
    DOMINOS PIZZA    
    ELI LILLY & CO    
    ETSY INC    
    EVOLUTION GAMING GROUP 34,621 34,621
    FACEBOOK INC    
    FEDEX CORP 305 305
    FORTIVE CORP    
    IDEXX LAB INC 36,199 36,199
    INTUIT 81,110 81,110
    INTUITIVE SURGICAL INC    
    INTUITIVE SURGICAL INC 38,666 38,666
    ISHARES INC CORE MSCI 217,355 217,355
    ISHARES INC CORE MSCI EMERGING 421,237 421,237
    ISHARES JP MORGAN EM BOND 176,663 176,663
    ISHARES PREFERRED & INC 380,735 380,735
    ISHARES TR RUSSELL 2000 212,103 212,103
    JOHNSON & JOHNSON    
    KIMBERLY CLARK 1,751 1,751
    KKR & CO INC    
    KLA CORP 31,849 31,849
    LVMH MOET HENNESSY ADR 59,670 59,670
    MARATHON PETROLEUM CORP    
    MARVELL TECHNOLOGY GROUP 46,380 46,380
    MASTERCARD INC 48,114 48,114
    MATCH GROUP INC 31,499 31,499
    MERCADOLIBRE    
    META PLATFORMS INC    
    MICROSOFT CORP 164,820 164,820
    MSCI INC 21,329 21,329
    NESTLE SA REP RG    
    NETFLIX    
    NIKE INC 39,050 39,050
    NVIDIA 34,184 34,184
    OLAPLEX HOLDINGS INC    
    PIONEER NATURAL RES CO    
    PROLOGIS 19,200 19,200
    ROPER TECHNOLOGY    
    S&P GLOBAL    
    S&P GLOBAL INC 56,095 56,095
    SALESFORCE COM    
    SEA LTD    
    SERVICENOW 43,295 43,295
    SHERWIN WILLIAMS 19,187 19,187
    SHOPIFY INC CL A    
    SNAP INC CL A    
    TESLA 49,064 49,064
    THERMO FISHER SCIENTIFIC 35,854 35,854
    TRANSDIGM GROUP INC 51,537 51,537
    TRANSUNION    
    UBER TECHNOLOGY INC    
    UNION PACIFIC    
    UNITED HEALTH GROUP 72,304 72,304
    VISA INC CL A 89,621 89,621
    WIX COM LTD    
    ZEBRA TECHNOLOGIES CRP    
    ZOETIS 30,982 30,982
    BLACKROCK STRATEGIC 51,252 51,252
    ISHARES PREFERRED 186,832 186,832
    ABBVIE INC 37,394 37,394
    ACCENTURE PLC 36,713 36,713
    ACTIVISION BLIZZARD INC 23,590 23,590
    AIR LIQUIDE 25,178 25,178
    ALCON SA ACT NOM    
    ALLSTATE CORP 29,860 29,860
    AMADEUS IT GROUP    
    AMEREN CORP    
    AMERICAN INTERNATIONAL 101,481 101,481
    AMERICAN TOWER REIT INC    
    AMERISOURCEBERGEN CORP 33,797 33,797
    AMN ELEC POWER CO 34,654 34,654
    ANALOG DEVICES INC 19,942 19,942
    ANTHEM INC    
    APOLLO GLOBAL MGMT LLC 59,467 59,467
    ASSURANT INC 23,080 23,080
    ASTRAZENECA PLC 128,599 128,599
    AT&T INC 19,492 19,492
    BAE SYS PLC    
    BAKER HUGHES CO 21,678 21,678
    BAXTER INTERNATIONAL INC 35,557 35,557
    BP PLC 109,423 109,423
    BRISTOL-MYERS SQUIBB CO    
    CAPITAL ONE 21,577 21,577
    CARDINAL HEALTH INC 51,549 51,549
    CATERPILLAR INC 32,861 32,861
    CENTERPOINT ENERGY INC    
    CHEVRON CORP 13,748 13,748
    CIGNA CORP 57,885 57,885
    CISCO SYSTEMS INC 103,716 103,716
    CITIGROUP INC 130,078 130,078
    CITIZENS FINANCIAL GROUP 37,379 37,379
    COCA COLA COM    
    COGNIZANT TECH SOLUTIONS 97,545 97,545
    COMCAST CORP 79,545 79,545
    CONOCOPHILLIPS 74,477 74,477
    CONSTELLATION BRANDS 46,323 46,323
    CORTEVA INC 20,081 20,081
    CVS HEALTH    
    DBS GROUP HOLDINGS 21,729 21,729
    DIAGEO PLC 30,594 30,594
    DOLLAR GENERAL CORP 46,022 46,022
    DUPONT DE NEMOURS INC    
    EDISON INTL 18,198 18,198
    EDP ENERGIAS DE PORTUGAL 22,834 22,834
    ELEVANCE HEALTH INC 68,214 68,214
    ELI LILLY & CO 29,686 29,686
    ENN ENERGY HOLDINGS    
    EPIROC AKTIEBOLAG-UNSP 30,569 30,569
    EQUINOR ASA    
    EQUITABLE HOLDINGS INC 30,375 30,375
    ESSILORLUXOTTICA 30,139 30,139
    EXELON CORPORATION    
    F AND G ANNUTIES & LIFE 1,425 1,425
    FERGUSON PLC 28,487 28,487
    FID NATIONAL FINL 37,091 37,091
    FIDELITY NATL INFO SVCS 67,209 67,209
    FOX CORP REG 45,268 45,268
    GALLAGHER ARTHUR & CO 33,849 33,849
    GENERAL ELECTRIC 30,949 30,949
    GENERAL MOTORS CO 98,764 98,764
    HASBRO INC    
    HESS CORP 54,830 54,830
    HUMANA INC 84,685 84,685
    HUNTINGTON INGALLS    
    INDUSTRIA DE DISENO 40,212 40,212
    INTERCONTINENTAL 39,858 39,858
    INTL FLAVORS & FRAG 16,296 16,296
    INTUIT INC 37,498 37,498
    JPMORGAN CHASE & CO 90,646 90,646
    KDDI CORP 24,166 24,166
    KERING 38,044 38,044
    KONINKL PHIL 32,411 32,411
    KRAFT HEINZ CO 21,328 21,328
    LABORATORY CP AMER 91,947 91,947
    LAUDER ESTEE COS INC 14,147 14,147
    LEAR CORP 21,924 21,924
    LEIDOS HOLDINGS INC 61,006 61,006
    LOCKHEED MARTIN CORP    
    LONZA GROUP 27,677 27,677
    LOWE'S COMPANIES    
    LVMH MOET HENNESSY 15,759 15,759
    L3HARRIS TECHNOLOGIES 55,408 55,408
    M&T BANK CORPORATION 27,373 27,373
    MARATHON PETROMEUM CORP    
    MCKESSON CORPORATION    
    MEDTRONICS PLC 120,220 120,220
    METLIFE INC    
    MICRON TECHNOLOGY INC 56,728 56,728
    MICROSOFT CORPORATION 113,027 113,027
    MONDELEZ INTERNATIONAL 21,027 21,027
    MORGAN STANLEY    
    NEWELL BRANDS INC 22,710 22,710
    NISOURCE INC    
    NOVO NORDISK 53,952 53,952
    NXP SEMICONDUCTORS    
    OTIS WORLDWIDE CORP 30,377 30,377
    PAYCHEX INC 32,744 32,744
    PEPSICO INC    
    PPG INDUSTRIES INC 42,053 42,053
    PROGRESSIVE CRP    
    PRUDENTIAL 52,011 52,011
    PT BANK RAKYAT 16,406 16,406
    PUB SVC ENTERPRISES GROUP 36,936 36,936
    RAYMOND JAMES 27,822 27,822
    RAYTHEON TECHNOLOGIES 50,051 50,051
    RECKITT BENCKISER GROUP 45,015 45,015
    RELX PLC 31,111 31,111
    ROGERS COMMUNICATIONS 24,541 24,541
    ROSS STORES INC 59,188 59,188
    ROYAL KPN 21,567 21,567
    SANOFI ADR 128,522 128,522
    SCHNEIDER ELEC 29,980 29,980
    SCHWAB CHARLES 43,086 43,086
    SEALED AIR CORP 44,181 44,181
    SEMPRA 34,069 34,069
    SHELL PLC 38,532 38,532
    SS AND C TECHNOLOGIES 61,286 61,286
    STANLEY BLACK & DECKER    
    SYNCHRONY FINL COM 19,617 19,617
    TAIWAN S MANUFACTURING 44,477 44,477
    TE CONNECTIVITY LTD 33,800 33,800
    TELUS CORP 38,592 38,592
    TEXAS INSTRUMENTS    
    UNILEVER PLC 84,840 84,840
    UNION PACIFIC CORP 25,874 25,874
    UNITED PARCEL SVC 29,788 29,788
    UNITEDHEALTH GROUP INC 31,770 31,770
    VERIZON COMMUNICATION 50,440 50,440
    VISA INC 84,196 84,196
    WASTE CONNECTIONS 11,994 11,994
    WELLS FARGO & CO 157,372 157,372
    WILLIAM COMPANIES 99,381 99,381
    WILLIS TOWERS WATSON 44,555 44,555
    ZIMMER BIOMET HOLDING 72,901 72,901
    ZURICH INSURANCE GROUP 33,593 33,593
    1ST CTZNS BNCSHS 67,766 67,766

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    THE WEIL FAMILY FOUNDATION
    EIN:
    95-2379787
    US Government Securities - End of Year Book Value:

    1,520,889
    US Government Securities - End of Year Fair Market Value:

    1,520,889
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2021 OtherDecreasesSchedule
    Name:
    THE WEIL FAMILY FOUNDATION
    EIN:
    95-2379787
    Description Amount
    UNREGONIZED SECURITY LOSSES 1,884,418


    TY 2021 OtherExpensesSchedule
    Name:
    THE WEIL FAMILY FOUNDATION
    EIN:
    95-2379787
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    STYLE FEES - MERRILL LYNCH 26,582 26,582 26,582  
    TMA FEES - MERRILL LYNCH 34,181 34,181 34,181  
    CMA ANNUAL FEE 150 150 150  
    COMPUTER EXPENSES 154 154 154  
    CREDIT CARD FEES 95 95 95  


    TY 2021 TaxesSchedule
    Name:
    THE WEIL FAMILY FOUNDATION
    EIN:
    95-2379787
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CALIFORNIA REGISTRATION 400 400 400