Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
DAVID & CANDACE WEIR FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)CO CL KING ASSOCIATES INC 9 EL
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ALBANY, NY12207
A Employer identification number

13-3797919
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$115,105,555J 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) 9,590,046
2 Check right arrow.............
3 Interest on savings and temporary cash investments 27,428 27,428  
4 Dividends and interest from securities... 168,798 161,593  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 6,517,549
b Gross sales price for all assets on line 6a 26,415,970
7 Capital gain net income (from Part IV, line 2)... 9,074,281
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
386,189 323,576  
12 Total. Add lines 1 through 11........ 16,690,010 9,586,878  
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)....... Click to see attachment
List of Attached Documents:
// Content
8,505 4,252   4,253
c Other professional fees (attach schedule)....        
17 Interest............... 56,163 56,163   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
62,816 316   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
10,125 8,306   1,819
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 137,609 69,037   6,072
25 Contributions, gifts, grants paid....... 4,251,400 4,251,400
26 Total expenses and disbursements. Add lines 24 and 25 4,389,009 69,037   4,257,472
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 12,301,001
b Net investment income (if negative, enter -0-) 9,517,841
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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......... 234,642 2,739,487 2,739,487
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 28,064,635 Click to see attachment
List of Attached Documents:
// Content
37,399,173 		47,150,866
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 27,716,666 Click to see attachment
List of Attached Documents:
// Content
28,178,284 		65,209,202
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
6,000 		Click to see attachment
List of Attached Documents:
// Content
6,000 		Click to see attachment
List of Attached Documents:
// Content
6,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 56,021,943 68,322,944 115,105,555
Liabilities 17 Accounts payable and accrued expenses.......... 15,633 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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 15,633 15,633
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 38,804,641 51,105,642
29 Total net assets or fund balances (see instructions)..... 56,006,310 68,307,311
30 Total liabilities and net assets/fund balances (see instructions). 56,021,943 68,322,944
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
56,006,310
2
Enter amount from Part I, line 27a .....................
2
12,301,001
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
68,307,311
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
68,307,311
Form 990-PF (2023)
Form 990-PF (2023)
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 AMEDISYS INC P 2020-03-24 2023-05-25
b CALAMP CORP P 2023-02-06 2023-09-25
c CALAMP CORP P 2022-12-20 2023-09-26
d CALAMP CORP P 2023-02-06 2023-09-26
e CALAMP CORP P 2022-12-20 2023-09-27
CALAMP CORP P 2022-12-19 2023-09-28
CALAMP CORP P 2022-12-20 2023-09-28
CALERES INC P 2022-12-08 2023-10-19
CALERES INC P 2022-12-08 2023-11-28
CALERES INC P 2022-12-08 2023-11-28
CALERES INC P 2022-12-08 2023-11-30
CALERES INC P 2022-12-08 2023-12-08
CHILDREN'S PLACE INC/THE P 2023-05-30 2023-08-09
CHILDREN'S PLACE INC/THE P 2023-05-31 2023-08-09
COHERENT CORP P 2022-12-08 2023-05-25
COHERENT CORP P 2022-12-15 2023-05-30
COHERENT CORP P 2019-10-29 2023-05-30
COHERENT CORP P 2019-11-12 2023-05-30
COHERENT CORP P 2023-03-17 2023-05-30
CONCENTRIX CORP P 2023-09-29 2023-11-30
CONCENTRIX CORP P 2023-10-02 2023-11-30
CONCENTRIX CORP P 2023-10-03 2023-11-30
HEALTH CATALYST INC P 2022-10-27 2023-02-22
HEALTH CATALYST INC P 2022-10-28 2023-02-22
HEALTH CATALYST INC P 2022-10-31 2023-02-22
INOGEN INC P 2023-09-21 2023-11-30
INVACARE CORP P 2022-03-30 2023-04-14
INVACARE CORP P 2022-03-31 2023-04-14
INVACARE CORP P 2022-04-05 2023-04-14
KEYCORP P 2023-05-09 2023-08-24
KEYCORP P 2023-05-10 2023-08-24
KEYCORP P 2023-05-10 2023-09-12
KEYCORP P 2023-05-12 2023-09-12
LANTRONIX INC P 2023-03-01 2023-08-18
LANTRONIX INC P 2023-03-01 2023-08-21
LANTRONIX INC P 2023-03-08 2023-08-21
LANTRONIX INC P 2023-03-09 2023-08-21
LANTRONIX INC P 2023-03-09 2023-08-24
LANTRONIX INC P 2023-02-27 2023-08-24
LANTRONIX INC P 2023-02-06 2023-08-24
LANTRONIX INC P 2023-02-24 2023-08-24
LANTRONIX INC P 2023-02-24 2023-08-25
LANTRONIX INC P 2023-02-24 2023-08-28
LANTRONIX INC P 2023-02-06 2023-08-28
LANTRONIX INC P 2023-02-08 2023-08-28
LANTRONIX INC P 2023-02-08 2023-08-28
LANTRONIX INC P 2023-02-09 2023-08-28
LANTRONIX INC P 2023-02-09 2023-08-29
LANTRONIX INC P 2023-02-21 2023-08-29
LANTRONIX INC P 2023-02-22 2023-08-29
LANTRONIX INC P 2023-03-06 2023-08-29
LANTRONIX INC P 2023-02-23 2023-08-29
LANTRONIX INC P 2023-02-23 2023-08-30
LANTRONIX INC P 2023-02-23 2023-08-31
LANTRONIX INC P 2023-02-07 2023-08-31
LANTRONIX INC P 2023-02-07 2023-09-01
LANTRONIX INC P 2023-03-07 2023-09-01
LANTRONIX INC P 2023-03-10 2023-09-01
LANTRONIX INC P 2023-03-10 2023-09-01
LANTRONIX INC P 2023-03-10 2023-09-05
LANTRONIX INC P 2023-03-10 2023-09-06
LANTRONIX INC P 2023-03-14 2023-09-06
LANTRONIX INC P 2023-03-13 2023-09-06
LANTRONIX INC P 2023-03-15 2023-09-06
LANTRONIX INC P 2023-03-15 2023-09-07
NEXTGEN HEALTHCARE INC P 2023-05-30 2023-09-12
NEXTGEN HEALTHCARE INC P 2023-05-31 2023-09-12
NN INC P 2023-08-07 2023-08-18
PENNANT GROUP INC/THE P 2023-07-05 2023-11-28
SCANSOURCE INC P 2022-12-08 2023-05-25
SCANSOURCE INC P 2022-12-09 2023-05-25
SCANSOURCE INC P 2022-12-08 2023-05-25
SCANSOURCE INC P 2022-12-12 2023-05-26
SCANSOURCE INC P 2022-12-14 2023-05-26
SCANSOURCE INC P 2022-12-15 2023-05-26
SCANSOURCE INC P 2022-12-15 2023-05-30
SCANSOURCE INC P 2022-12-15 2023-05-31
SCANSOURCE INC P 2022-12-15 2023-06-02
SI-BONE INC P 2022-12-19 2023-05-30
SI-BONE INC P 2022-12-19 2023-05-31
SI-BONE INC P 2022-12-19 2023-05-31
SI-BONE INC P 2022-12-16 2023-05-31
SI-BONE INC P 2022-12-27 2023-05-31
SI-BONE INC P 2022-12-22 2023-05-31
SI-BONE INC P 2023-06-01 2023-06-01
SI-BONE INC P 2023-06-01 2023-06-01
TASKUS INC-A P 2023-09-29 2023-11-22
TASKUS INC-A P 2023-09-29 2023-11-22
TASKUS INC-A P 2023-10-02 2023-11-22
TASKUS INC-A P 2023-10-19 2023-11-22
TASKUS INC-A P 2023-10-20 2023-11-22
VIASAT INC P 2023-08-25 2023-12-08
VIASAT INC P 2023-09-12 2023-12-08
AXCELIS TECHNOLOGIES INC P 2021-03-04 2023-01-25
AXCELIS TECHNOLOGIES INC P 2021-03-04 2023-10-19
CALAMP CORP P 2022-06-24 2023-09-22
CALAMP CORP P 2022-06-27 2023-09-22
CALAMP CORP P 2022-06-27 2023-09-25
CALERES INC P 2021-07-23 2023-10-19
CALERES INC P 2021-07-26 2023-10-19
CALERES INC P 2021-07-20 2023-12-08
CALERES INC P 2021-03-03 2023-12-11
COHERENT CORP P 2022-12-15 2023-05-30
COHERENT CORP P 2019-10-08 2023-11-30
COHERENT CORP P 2019-11-12 2023-11-30
COHU INC P 2021-02-26 2023-01-25
COHU INC P 2021-07-29 2023-01-25
COHU INC P 2021-07-29 2023-02-06
ENERSYS P 2019-10-29 2023-11-22
ENERSYS P 2020-09-18 2023-11-22
FOSSIL GROUP INC P 2022-03-11 2023-11-22
INVACARE CORP P 2022-04-07 2023-04-14
INVACARE CORP P 2022-04-08 2023-04-14
INVACARE CORP P 2022-04-11 2023-04-14
INVACARE CORP P 2022-04-22 2023-04-14
INVACARE CORP P 2022-04-25 2023-04-14
INVACARE CORP P 2022-05-09 2023-04-14
INVACARE CORP P 2022-05-09 2023-04-14
INVACARE CORP P 2022-05-10 2023-04-14
MODINE MANUFACTURING CO P 2021-11-29 2023-09-29
MODINE MANUFACTURING CO P 2021-11-29 2023-11-29
MODINE MANUFACTURING CO P 2022-04-05 2023-12-08
NN INC P 2020-07-20 2023-05-25
NN INC P 2021-06-17 2023-05-26
ONTO INNOVATION INC P 2013-05-09 2023-01-25
ONTO INNOVATION INC P 2013-05-16 2023-01-25
ONTO INNOVATION INC P 2013-05-08 2023-05-15
ULTRA CLEAN HOLDINGS INC P 2020-09-21 2023-05-30
VEECO INSTRUMENTS INC P 2020-06-10 2023-05-15
VEECO INSTRUMENTS INC P 2020-06-10 2023-05-30
VEECO INSTRUMENTS INC P 2020-06-10 2023-05-30
VEECO INSTRUMENTS INC P 2020-06-10 2023-09-29
VEECO INSTRUMENTS INC P 2020-05-26 2023-11-28
VEECO INSTRUMENTS INC P 2020-05-29 2023-11-28
K-1 PCM PARTNERS II P 2023-12-31 2023-12-31
K-1 PCM PARTNERS II P 2023-12-31 2023-12-31
EXTREME NETWORKS D 2013-04-18 2023-02-22
EXTREME NETWORKS D 2016-03-15 2023-02-23
EXTREME NETWORKS D 2016-03-16 2023-02-23
EXTREME NETWORKS D 2016-03-16 2023-02-23
EXTREME NETWORKS D 2016-03-17 2023-02-23
EXTREME NETWORKS D 2020-10-06 2023-02-06
EXTREME NETWORKS D 2020-10-07 2023-02-06
EXTREME NETWORKS D 2020-09-21 2023-02-06
EXTREME NETWORKS D 2020-10-30 2023-02-06
(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 75,991   71,271 4,720
b 20,363   238,802 -218,439
c 3,793   34,327 -30,534
d 6,645   79,444 -72,799
e 8,962   85,818 -76,856
12,895   116,533 -103,638
4,070   37,059 -32,989
30,411   25,256 5,155
224,024   172,199 51,825
74,258   57,400 16,858
304,190   229,598 74,592
535,457   433,940 101,517
274,452   163,567 110,885
274,452   150,893 123,559
161,424   185,032 -23,608
484,271   523,404 -39,133
136,012   125,616 10,396
53,737   48,852 4,885
379,497   344,201 35,296
394,169   337,178 56,991
159,544   136,024 23,520
384,784   326,739 58,045
113,445   75,682 37,763
22,568   15,056 7,512
134,095   89,457 44,638
58,615   51,752 6,863
804   73,100 -72,296
804   72,195 -71,391
804   74,490 -73,686
110,160   95,306 14,854
330,480   277,758 52,722
232,198   185,172 47,026
232,198   180,178 52,020
16,938   21,431 -4,493
2,166   2,711 -545
4,018   5,029 -1,011
3,901   4,883 -982
11,633   14,728 -3,095
45,278   57,263 -11,985
86,982   109,975 -22,993
3,034   3,833 -799
2,610   3,367 -757
21,935   28,425 -6,490
6,582   8,517 -1,935
17,172   22,218 -5,046
3,765   4,834 -1,069
17,947   23,045 -5,098
791   1,002 -211
7,174   9,083 -1,909
9,754   12,349 -2,595
55,793   70,627 -14,834
6,814   8,621 -1,807
41,443   52,250 -10,807
11,320   14,333 -3,013
19,374   24,510 -5,136
11,852   15,006 -3,154
12,642   15,992 -3,350
36,741   44,926 -8,185
17,383   20,783 -3,400
37,847   45,369 -7,522
23,657   28,317 -4,660
24,466   28,024 -3,558
16,179   18,510 -2,331
14,064   15,780 -1,716
1,311   1,488 -177
472,774   310,348 162,426
188,581   123,786 64,795
20,544   26,600 -6,056
281,266   240,400 40,866
5,547   5,822 -275
77,374   81,207 -3,833
2,896   3,001 -105
3,474   3,571 -97
3,036   3,121 -85
232,860   237,068 -4,208
75,371   77,269 -1,898
19,819   20,803 -984
159,783   163,454 -3,671
24,770   11,982 12,788
106,280   51,297 54,983
84,567   40,596 43,971
35,226   16,842 18,384
167,650   78,743 88,907
190,824   88,949 101,875
392,298   183,117 209,181
3,518   1,639 1,879
61,200   51,645 9,555
183,599   155,100 28,499
244,798   198,218 46,580
183,599   130,631 52,968
61,200   43,550 17,650
483,648   510,324 -26,676
483,648   467,454 16,194
1,104,725   375,058 729,667
297,828   75,012 222,816
14,737   187,313 -172,576
296   3,584 -3,288
4,558   55,910 -51,352
398,106   355,196 42,910
124,408   111,808 12,600
31,164   24,903 6,261
562,867   348,842 214,025
189,748   164,606 25,142
51,815   45,313 6,502
680,041   602,038 78,003
362,143   408,380 -46,237
362,143   339,650 22,493
366,574   339,650 26,924
882,635   687,114 195,521
441,317   343,962 97,355
22,860   180,084 -157,224
161   14,398 -14,237
32   2,822 -2,790
611   54,683 -54,072
643   56,792 -56,149
55   4,890 -4,835
161   14,850 -14,689
748   66,584 -65,836
804   61,260 -60,456
457,653   109,531 348,122
504,901   109,531 395,370
2,123,363   370,281 1,753,082
161,911   609,396 -447,485
57,728   145,264 -87,536
10,684   1,841 8,843
377,804   68,465 309,339
954,665   132,094 822,571
353,747   215,216 138,531
450,390   262,996 187,394
318,837   170,224 148,613
173,844   92,772 81,072
279,437   131,498 147,939
284,462   117,365 167,097
2,873   1,177 1,696
29,305     29,305
115,981     115,981
288,114   46,130 241,984
70,071   11,104 58,967
481,026   76,291 404,735
872,045   139,595 732,450
176,124   27,972 148,152
1,319,161   279,902 1,039,259
5,684   1,203 4,481
269,031   57,085 211,946
293,661   62,989 230,672
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       4,720
b       -218,439
c       -30,534
d       -72,799
e       -76,856
      -103,638
      -32,989
      5,155
      51,825
      16,858
      74,592
      101,517
      110,885
      123,559
      -23,608
      -39,133
      10,396
      4,885
      35,296
      56,991
      23,520
      58,045
      37,763
      7,512
      44,638
      6,863
      -72,296
      -71,391
      -73,686
      14,854
      52,722
      47,026
      52,020
      -4,493
      -545
      -1,011
      -982
      -3,095
      -11,985
      -22,993
      -799
      -757
      -6,490
      -1,935
      -5,046
      -1,069
      -5,098
      -211
      -1,909
      -2,595
      -14,834
      -1,807
      -10,807
      -3,013
      -5,136
      -3,154
      -3,350
      -8,185
      -3,400
      -7,522
      -4,660
      -3,558
      -2,331
      -1,716
      -177
      162,426
      64,795
      -6,056
      40,866
      -275
      -3,833
      -105
      -97
      -85
      -4,208
      -1,898
      -984
      -3,671
      12,788
      54,983
      43,971
      18,384
      88,907
      101,875
      209,181
      1,879
      9,555
      28,499
      46,580
      52,968
      17,650
      -26,676
      16,194
      729,667
      222,816
      -172,576
      -3,288
      -51,352
      42,910
      12,600
      6,261
      214,025
      25,142
      6,502
      78,003
      -46,237
      22,493
      26,924
      195,521
      97,355
      -157,224
      -14,237
      -2,790
      -54,072
      -56,149
      -4,835
      -14,689
      -65,836
      -60,456
      348,122
      395,370
      1,753,082
      -447,485
      -87,536
      8,843
      309,339
      822,571
      138,531
      187,394
      148,613
      81,072
      147,939
      167,097
      1,696
      29,305
      115,981
      241,984
      58,967
      404,735
      732,450
      148,152
      1,039,259
      4,481
      211,946
      230,672
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 9,074,281
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
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 right arrow 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) 1 132,298
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........................... 3 132,298
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- ..... 5 132,298
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 87,484
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 98,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 185,484
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 3,294
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 49,892
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow49,892 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowNY
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrowN/A
14
The books are in care ofright arrowDAVID AND CANDACE WEIR FOUNDATION Telephone no.right arrow (518) 431-3500

Located atright arrow9 ELK STREETALBANYNY ZIP+4right arrow12207
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
C/O CL KING ASSOCIATES INC 9 ELK ST
ALBANY,NY12207
MEREDITH PRIME TRUSTEE
1.00 		0 0 0
C/O CL KING ASSOCIATES INC 9 ELK ST
ALBANY,NY12207
AMELIA F WEIR TRUSTEE
1.00 		0 0 0
C/O CL KING ASSOCIATES INC 9 ELK ST
ALBANY,NY12207
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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.............right arrow0
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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
92,549,870
b
Average of monthly cash balances.......................
1b
1,992,015
c
Fair market value of all other assets (see instructions)................
1c
1,014,937
d
Total (add lines 1a, b, and c).........................
1d
95,556,822
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
95,556,822
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,433,352
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
94,123,470
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,706,174
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
4,706,174
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
132,298
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
132,298
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,573,876
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
4,573,876
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
4,573,876
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
4,257,472
b
Program-related investments—total from Part VIII-B..................
1b
0
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
4,257,472
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 4,573,876
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 4,055,657
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 4,257,472
a Applied to 2022, but not more than line 2a 4,055,657
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 2023 distributable amount..... 201,815
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		4,372,061
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 right arrow
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 (2023)
Form 990-PF (2023)
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

518 ELEVATED

1218 CENTRAL AVE SUITE 203
ALBANY,NY12205 		NONE PC GENERAL CHARITABLE PURPOSES 6,000

ADIRONDACK CHAPTER OF THE NATURE CONSERVA

PO BOX 65
KEENE VALLEY,NY12943 		NONE PC GENERAL CHARITABLE PURPOSES 100,000

ADIRONDACK COUNCIL

PO BOX D-2
ELIZABETHTOWN,NY12932 		NONE PC GENERAL CHARITABLE PURPOSES 12,000

ADIRONDACK EXPERIENCE

PO BOX 99 BLUE MOUNTAIN LAKE
NEW YORK,NY12812 		NONE PC GENERAL CHARITABLE PURPOSES 2,000

ADIRONDACK FOUNDATION

PO BOX 288
LAKE PLACI,NY12946 		NONE PC GENERAL CHARITABLE PURPOSES 25,000

ADIRONDACK LAND TRUST

NANCY VAN WEI PO BOX 130
KEENE,NY12942 		NONE PC GENERAL CHARITABLE PURPOSES 800,000

ADKACTION

PO BOX 64
KEESEVILLE,NY12944 		NONE PC GENERAL CHARITABLE PURPOSES 15,000

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 5,000

ALBANY DIOCESAN CEMETERIES

48 CEMETERY AVE
MENANDS,NY12204 		NONE PC GENERAL CHARITABLE PURPOSES 20,000

ALBANY INSTITUTE OF HISTORY & ART

125 WASHINGTON AVE
ALBANY,NY12210 		NONE PC GENERAL CHARITABLE PURPOSES 50,000

ALBANY MEDICAL CENTER FOUNDATION

43 NEW SCOTLAND AVE MC 119
ALBANY,NY12208 		NONE PC GENERAL CHARITABLE PURPOSES 50,000

ALBANY PUBLIC LIBRARY

161 WASHINGTON AVE
ALBANY,NY12210 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

ALBANY RURAL CEMETARY

CEMETARY AVENUE
ALBANY,NY12204 		NONE PC GENERAL CHARITABLE PURPOSES 20,000

ALBANY SYMPHONY ORCHESTRA

19 CLINTON AVE
ALBANY,NY12207 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

AMERICAN CANCER SOCIETY

1 PENNY LANE LATHAM
NEW YORK,NY12110 		NONE PC GENERAL CHARITABLE PURPOSES 2,000

AMERICAN FARMLAND TRUST

1150 CONNECTICUT AVE NW SUITE 600
WASHINGTON,DC20036 		NONE PC GENERAL CHARITABLE PURPOSES 2,000

AMERICAN RED CROSS

ALBANY CHAPTER 33 EVERETT ROAD
ALBANY,NY12205 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

ARCHIVES OF AMERICAN ART

PO BOX 418320
BOSTON,MA022418320 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

AU SABLE VALLEY HABITAT FOR HUMANITY

PO BOX 157
ELIZABETHTOWN,NY12932 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

BALLARD PARK FOUNDATION

PO BOX 96
WESTPORT,NY12993 		NONE PC GENERAL CHARITABLE PURPOSES 2,500

BLOCK ISLAND HISTORICAL SOCIETY

PO BOX 79
BLOCK ISLAND,RI02807 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

BLOCK ISLAND MEDICAL CENTER

6 PAYNE ROAD
BLOCK ISLAND,RI02807 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

BOMB

LORA EVINGER 80 HANSON PLACE-703
BROOKLYN,NY11217 		NONE PC GENERAL CHARITABLE PURPOSES 3,500

BOYS & GIRLS CLUBS - CAPITAL AREA

21 DELAWARE AVE
ALBANY,NY12210 		NONE PC GENERAL CHARITABLE PURPOSES 20,000

BREAST CANCER RESEARCH FOUNDATION

CHRIS WEY 28 WEST 44TH STREET -
SUITE 609
NEW YORK,NY10036 		NONE PC GENERAL CHARITABLE PURPOSES 112,500

BROWN LEDGE FOUNDATION

1 MILL STREET SUITE 216
BURLINGTON,VT05401 		NONE PC GENERAL CHARITABLE PURPOSES 1,000

BROWN LEDGE FOUNDATION

PO BOX 862
COLCHESTER,VT05446 		NONE PC GENERAL CHARITABLE PURPOSES 6,000

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 50,000

CAPITAL REPERTORY THEATRE

ADMINISTRATIVE OFFICE 432 STATE
STREET
SCHENECTADY,NY12305 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

CAPITAL ROOTS

594 RIVER STREET
TROY,NY12180 		NONE PC GENERAL CHARITABLE PURPOSES 51,700

CHAMPLAIN AREA TRAILS

PO BOX 193
WESTPORT,NY12993 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

CHURCH OF GOD OF PROPHECY

BISHOP TIMOTHY SCOTTON 774 MADISON
AVE
ALBANY,NY12208 		NONE PC GENERAL CHARITABLE PURPOSES 2,000

CHURCHHILL SCHOOL & CENTER

301 E 29TH ST
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

CLINTON ESSEX FRANKLIN LIBRARY SYSTEM

33 OAK ST
PLATTSBURGH,NY12901 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

CORNELL UNIVERSITY

BOX 37334
BOONE,IA500370334 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

DAMON RUNYON CANCER RESEARCH FOUNDATION

ONE EXCHANGE PLAZA 55 BROADWAY-SUIT
302
NEW YORK,NY10006 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

DIOCESE OF OGDENSBURG

PO BOX 608
OGDENSBURG,NY13669 		NONE PC GENERAL CHARITABLE PURPOSES 2,000

DOCTORS WITHOUT BORDERS

40 RECTOR ST 16TH FLOOR
NEW YORK,NY10006 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

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 2,000

ELIZABETHTOWN COMMUNITY HOSPITAL

PO BOX 277
ELIZABETHTOWN,NY12932 		NONE PC GENERAL CHARITABLE PURPOSES 2,000

ELIZABETHTOWN LIBRARY

PO BOX 7
ELIZABETHTOWN,NY12932 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

ESSEX FOOD HUB

545 MIDDLE RD ESSEX
NEW YORK,NY12936 		NONE PC GENERAL CHARITABLE PURPOSES 3,000

EVERYTOWN FOR GUN SAFETY SUPPORT FUND

PO BOX 3886 NEW YORK
NEW YORK,NY10163 		NONE PC GENERAL CHARITABLE PURPOSES 20,000

FAMILIES IN NEED OF ASSISTANCE INC

69 BROOKLINE AVE
ALBANY,NY12203 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

FEEDING NEW YORK STATE

33 ELK ST SUITE 203 ALBANY
NEW YORK,NY12207 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

FJC THE RUSSELL FERBER FOUNDATION

C/O JORDAN FERBER 40 FIFTH AVE-APT
2A
NEW YORK,NY10011 		NONE PC GENERAL CHARITABLE PURPOSES 500

FOCUS CHURCHES

275 STATE ST ALBANY
NEW YORK,NY12210 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

FOOD PANTRIES OF THE CAPITAL DISTRICT

32 ESSEX STREET
ALBANY,NY12206 		NONE PC GENERAL CHARITABLE PURPOSES 50,000

FORT TICONDEROGA

PO BOX 390
TICONDEROGA,NY12883 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

FRESH AIR FUND

633 3RD AVE 14TH FLOOR
NEW YORK,NY10017 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

FRIENDS OF FLORENCE

4545 W STREET
NW WASHINGTON,DC20007 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

FRIENDS OF PRUYN HOUSE

207 OLD NISKAYUNA RD
LATHAM,NY12110 		NONE PC GENERAL CHARITABLE PURPOSES 3,000

FRIENDS OF THE SMITHSONIAN

PO BOX 37012 MRC 712
WASHINGTON,DC200137012 		NONE PC GENERAL CHARITABLE PURPOSES 1,000

GARDEN CONSERVANCY

PO BOX 608
GARRISON,NY10524 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

GRAND STREET SETTLEMENT

DEVELOPMENT 80 PITT STREET
NEW YORK,NY10002 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

GREATER LOUDONVILLE ASSOCIATION

PO BOX 11144
LOUDONVILLE,NY12211 		NONE PC GENERAL CHARITABLE PURPOSES 7,000

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 21,000

HISTORIC CHERRY HILL

523 1/2 SOUTH PEARL STREET
ALBANY,NY12202 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

HOSPITAL FOR SPECIAL SURGERY

610 W 58TH ST
NEW YORK,NY10019 		NONE PC GENERAL CHARITABLE PURPOSES 31,000

HSS FOUNDATION

535 EAST 70TH STREET
NEW YORK,NY10021 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

HUTCHINS CENTER HARVARD UNIVERSITY

AFRICAN AFRICAN AMERICAN RESEARCH
104 MOUNT AUBURN STREET 3R
CAMBRIDGE,MA02138 		NONE PC GENERAL CHARITABLE PURPOSES 25,000

INTERNATIONAL RESCUE COMMITTEE

PO BOX 6068 ALBERT LEA
MINNESOTA,MN060079847 		NONE PC GENERAL CHARITABLE PURPOSES 20,000

IPH

176 SHERIDAN AVE
ALBANY,NY12210 		NONE PC GENERAL CHARITABLE PURPOSES 50,000

JOSEPH'S HOUSE & SHELTER

74 FERRY STREET TROY
NEW YORK,NY12180 		NONE PC GENERAL CHARITABLE PURPOSES 30,000

LAKE CHAMPLAIN COMMITTEE

208 FLYNN AVE BUILDING 3 STUDIO 3F
BURLINGTON,VT05401 		NONE PC GENERAL CHARITABLE PURPOSES 2,000

LAMAR UNIVERISTY FOUNDATION

SISTER RITA ESTELLE BROUSSARD
SCHOLARSHIP PO BOX 11500
BEUMONT,TX77710 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

LIFEPATH

28 COLVIN AVE SUITE 2
ALBANY,NY12206 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

LITERACY VOLUNTEERS OF RENSSELAER COUNTY

65 1ST STREET TROY
NEW YORK,NY12180 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

MAKE-A-WISH FOUNDATION

4742 NORTH 24TH STREET SUITE 400
PHOENIX,AZ85016 		NONE PC GENERAL CHARITABLE PURPOSES 2,000

METROPOLITAN MUSEUM OF ART

1000 FIFTH AVE
NEW YORK,NY10028 		NONE PC GENERAL CHARITABLE PURPOSES 60,000

MOSES BROWN SCHOOL

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 10,000

NATIONAL MUSEUM OF WOMEN IN THE ARTS

1250 NY AVENUE
WASHINGTON,DC20005 		NONE PC GENERAL CHARITABLE PURPOSES 2,000

NATIONAL PARK FOUNDATION

1500 K STREET NW SUITE 700
WASHINGTON,DC20005 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

NATIONAL PUBLIC RADIO

1111 NORTH CAPITOL ST NE
WASHINGTON,DC20002 		NONE PC GENERAL CHARITABLE PURPOSES 80,000

NATIONAL TRUST FOR HISTORIC PRESERVATION

2600 VIRGINIA AVE NW SUITE 1100
WASHINGTON,DC20037 		NONE PC GENERAL CHARITABLE PURPOSES 100,000

NATURE CONSERVANCY - BLOCK ISLAND

PO BOX 1287
BLOCK ISLAND,RI02807 		NONE PC GENERAL CHARITABLE PURPOSES 530,000

NEW-YORK HISTORICAL SOCIETY

170 CENTRAL PARK WEST AT RICHARD
GILDER WAY
NEW YORK,NY10024 		NONE PC GENERAL CHARITABLE PURPOSES 30,000

OPEN SPACE INSTITUTE INC

1350 BROADWAY SUITE 201
NEW YORK,NY101381226 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

PBS FOUNDATION

MATCHING GIFTS 1225 S CLARK STREET
ARLINGTON,VA22202 		NONE PC GENERAL CHARITABLE PURPOSES 80,000

PEN AMERCIA

588 BROADWAY SUITE 303
NEW YORK,NY10012 		NONE PC GENERAL CHARITABLE PURPOSES 20,000

PILGRIM MONUMENT AND PROVINCETOWN MUSEUM

DIRECTOR PO BOX 1125
PROVINCETOWN,MA02657 		NONE PC GENERAL CHARITABLE PURPOSES 2,000

PILGRIM MONUMENT AND PROVINCETOWN MUSEUM

PO BOX 1125
PROVINCETOWN,MA02657 		NONE PC GENERAL CHARITABLE PURPOSES 20,000

PRESERVATION LEAGUE OF NEW YORK STATE

44 CENTRAL AVE
ALBANY,NY12206 		NONE PC GENERAL CHARITABLE PURPOSES 45,000

PROCTOR'S THEATRE

432 STATE STREET
SCHENECTADY,NY12305 		NONE PC GENERAL CHARITABLE PURPOSES 2,000

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

REGIONAL FOOD BANK OF NORTHEASTERN NY

965 ALBANY SHAKER RD
LATHAM,NY12110 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

SAINT MARY'S COLLEGE

330 POWELL AVE
NEWBURGH,NY12550 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

SECOND STAGE THEATRE

1501 BROADWAY SUITE 518
NEW YORK,NY10036 		NONE PC GENERAL CHARITABLE PURPOSES 35,000

SHAKER FIRE DEPARTMENT

550 ALBANY SHAKER ROAD
LOUDONVILLE,NY12211 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

SHAKER HERITAGE SOCIETY

25 MEETING HOUSE ROAD
ALBANY,NY12211 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

SHAKER MUSEUMMOUNT LEBANON

PO BOX 630
NEW LEBANON,NY12125 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

SOLOMON R GUGGENHEIM MUSEUM

1071 FIFTH AVE
NEW YORK,NY10128 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

ST MARY'S

10 LODGE STREET
ALBANY,NY12207 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

ST ANDREW ROMAN CATHOLIC CHURCH

PO BOX 279 BLOCK
RHODE ISLAND,RI02807 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

ST ELIZABETH CHURCH

PO BOX 368 ELIZABETHTOWN
NEW YORK,NY12932 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

ST PATRICK'S CHURCH PORT HENRY

12 ST PATRICK PL PORT HENRY
NEW YORK,NY12974 		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 2,000

ST PIUS

23 CRUMITE ROAD
LOUDONVILLE,NY12211 		NONE PC GENERAL CHARITABLE PURPOSES 55,000

THE CLARK ART INSTITUTE

225 SOUTH STREET
WILLIAMSTOWN,MN01267 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

THE COLLEGE OF SAINT ROSE

432 WESTERN AVE
ALBANY,NY12203 		NONE PC GENERAL CHARITABLE PURPOSES 2,500

THE COMMUNITY FOUNDATION-CAPITAL DISTRICT

THE GREATER CAPITAL DISTRICT SIX
TOWER PLACE ALBANY
NEW YORK,NY12203 		NONE PC GENERAL CHARITABLE PURPOSES 3,000

THE DRAWING CENTER

35 WOOSTER STREET
NEW YORK,NY10013 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

THE FOOD PANTRIES

32 ESSEX STREET ALBANY
NEW YORK,NY12206 		NONE PC GENERAL CHARITABLE PURPOSES 200

THE HYDE COLLECTION

161 WARREN STREET
GLENS FALLS,NY12801 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

THE LAUNDROMAT PROJECT INC

1476 FULTON STREET
BROOKLYN,NY11216 		NONE PC GENERAL CHARITABLE PURPOSES 2,000

THE MORGAN LIBRARY & MUSEUM

225 MADISON AVE
NEW YORK,NY10016 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

THE MUNICIPAL ART SOCIETY OF NEW YORK

488 MADISON AVE
NEW YORK,NY10022 		NONE PC GENERAL CHARITABLE PURPOSES 6,000

THE MUSEUM OF MODERN ART

DEPARTMENT OF SPECIAL PROGRAMMING
11 W 53RD STREET
NEW YORK,NY10019 		NONE PC GENERAL CHARITABLE PURPOSES 245,000

THE NATIONAL WORLD WAR II MUSEUM

PO BOX 758590
TOPEKA,KS666758590 		NONE PC GENERAL CHARITABLE PURPOSES 2,000

THE NEW YORK LANDMARKS CONSERVANCY

1 WHITEHALL STREET 21ST FLOOR
NEW YORK,NY10004 		NONE PC GENERAL CHARITABLE PURPOSES 15,000

THE NEW YORK PUBLIC LIBRARY

MS KATE SUHR 445 FIFTH AVE - FLOOR
4
NEW YORK,NY100160133 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

THE NEW YORK STATE TROOPER FOUNDATION IN

3 AIRPORT PARK BLVD LATHAM
NEW YORK,NY12110 		NONE PC GENERAL CHARITABLE PURPOSES 2,000

THE NEXT STEP

2 HOLLAND AVE
ALBANY,NY122091761 		NONE PC GENERAL CHARITABLE PURPOSES 20,000

THE OLANA PARTNERSHIP

PO BOX 199
HUDSON,NY12534 		NONE PC GENERAL CHARITABLE PURPOSES 2,000

THE STUDIO MUSEUM IN HARLEM

144 WEST 125TH STREET
NEW YORK,NY10027 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

THE WOMEN'S FUND OF THE CAPITAL REGION

175 CENTRAL AVE - 3RD FLOOR
ALBANY,NY12206 		NONE PC GENERAL CHARITABLE PURPOSES 2,000

UNITED STATES HOLOCAUST MEMORIAL MUSEUM

PO 1566
MERRIFIELD,VA221169583 		NONE PC GENERAL CHARITABLE PURPOSES 2,000

UNITY HOUSE

2431 SIXTH AVE
TROY,NY12180 		NONE PC GENERAL CHARITABLE PURPOSES 50,000

UNIVERSITY IMPACT

3507 N UNIVERSITY AVE SUITE 125
PROVO,UT84604 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

VASSAR COLLEGE

ALUMNAE AFFAIRS PO BOX 725
POUGHKEEPSIE,NY12604 		NONE PC GENERAL CHARITABLE PURPOSES 250,000

VERMONT PBS

10 EAST ALLEN STREET STE 202
WINOOSKI,VT054042296 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

WAACC

227 SOUTH ST
WILLIAMSTOWN,MA01267 		NONE PC GENERAL CHARITABLE PURPOSES 3,000

WADHAMS FREE LIBRARY

763 NYS ROUTE 22
WADHAMS,NY12993 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

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 EMERGENCY SQUAD

50 JESUP RD
WESTPORT,CT06880 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

WESTPORT HERITAGE HOUSE

6459 MAIN STREET WESTPORT
NEW YORK,NY12993 		NONE PC GENERAL CHARITABLE PURPOSES 2,000

WESTPORT LIBRARY ASSOCIATION

PO BOX 436
WESTPORT,NY12993 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

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 2,000

WILDWOOD FOUNDATION

2995C CURRY ROAD EXT
SCHENECTADY,NY12303 		NONE PC GENERAL CHARITABLE PURPOSES 2,000

WILTON FOOD PANTRY

155 BALLARD RD WILTON
NEW YORK,NY12831 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

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 260,000

YADDO

312 UNION AVE SARATOGA SPRINGS
NEW YORK,NY12866 		NONE PC GENERAL CHARITABLE PURPOSES 25,000
Total .................................right arrow 3a 4,251,400
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 27,428  
4 Dividends and interest from securities .... 523940 7,205 14 111,245  
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 .....     14 273,898  
8 Gain or (loss) from sales of assets other than
inventory ............ 		523940 20,791 18 6,351,472  
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 		523940 -1,133 18 49,678  
bFEDERAL EXCISE TAX ON UBIT REFUND     14 48,746  
cNYS EXCISE TAX ON UBIT REFUND     14 15,000  
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 26,863 6,877,467 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
6,904,330
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
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
2023
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) (2023)
Schedule B (Form 990) (2023) 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

$ 9,590,046


(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) (2023)
Schedule B (Form 990) (2023)
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
 25000 SHS ONTO INNOVATION INC. $ 3,918,625 2023-12-27
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 68943 SHS WESTROCK CO $ 2,925,251 2023-12-27
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 6000 SHS FABRINET $ 1,187,970 2023-12-27
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 20000 SHS FEDERAL SIGNAL CORP $ 1,558,200 2023-12-27
(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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
DAVID & CANDACE WEIR FOUNDATION
EIN:
13-3797919
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 8,505 4,252   4,253

TY 2023 InvestmentsCorpStockSchedule
Name:
DAVID & CANDACE WEIR FOUNDATION
EIN:
13-3797919
Name of Stock End of Year Book Value End of Year Fair Market Value
16000 SHS FABRINET 1,794,582 3,045,280
40000 SHS VEECO INSTRUMENTS 463,526 1,241,200
20000 SHS JABIL CIRCUIT, INC. 401,244 2,548,000
43248 SHS CITI TRENDS. INC 976,656 1,223,053
650000 SHS RIBBON COMMUNICATIONS INC 2,303,180 1,885,000
45000 SHS ONTO INNOVATION INC. 5,031,845 6,880,500
8000 SHS AXCELIS TECHNOLOGIES 300,046 1,037,520
60000 SHS MAXLINEAR, INC 1,771,724 1,426,200
30000 SHS ULTRA CLEAN HOLDINGS, INC 616,573 1,024,200
200000 SHS EXTREME NETWORKS 3,478,501 3,528,000
40000 SHS AVIAT NETWORKS INC 1,237,207 1,306,400
170000 SHS R1 RCM INC 1,208,283 1,796,900
200000 SHS MIMEDIX GROUP INC 750,104 1,754,000
80000 SHS PENNANT GROUP INC. 887,921 1,113,600
20000 SHS TD SYNNEX CORP 1,243,000 2,152,200
20000 SHS CALIX INC 1,028,807 873,800
10000 SHS ENTEGRIS INC 699,795 1,198,200
20000 SHS FEDERAL SIGNAL CORP 1,558,200 1,534,800
30000 SHS GLOBUS MEDICAL INC - A 1,647,386 1,598,700
20000 SHS ORGANON & CO 591,542 288,400
68943 SHS WESTROCK CO 2,925,251 2,862,513
40000 SHS ADTRAN HOLDINGS INC 324,161 293,600
140000 SHS ENVIRI CORP 1,123,766 1,260,000
60000 SHS HARROW INC 916,731 672,000
200000 SHS INFINERA CORP 937,247 950,000
100000 SHS ORTHOFIX MEDICAL INC 1,174,448 1,348,000
20000 SHS REVANCE THERAPEUTICS INC 140,200 175,800
20000 SHS SEMTECH CORP 318,784 438,200
80000 SHS TACTILE SYSTENS TECHNOLOGY 1,089,585 1,144,000
91800 SHS CAMBIUM NETWORKS CORP 458,878 550,800

TY 2023 InvestmentsOtherSchedule2
Name:
DAVID & CANDACE WEIR FOUNDATION
EIN:
13-3797919
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ARTWORK AT COST 1,014,937 1,014,937
PCM PARTNERS INTERNATIONAL LTD AT COST 19,878,578 46,303,626
PCM PARTNERS LP, II AT COST 7,284,769 17,890,639

TY 2023 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 2023 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) 5,634 5,634   0
NYS DEPARTMENT OF LAW 1,500 0   1,500
OFFICE EXPENSE 319 0   319
INSURANCE (ARTWORK) 2,672 2,672   0


TY 2023 OtherIncomeSchedule2
Name:
DAVID & CANDACE WEIR FOUNDATION
EIN:
13-3797919
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
SUBPART F INCOME 273,898 273,898 273,898
OTHER INCOME THROUGH PCM PARTNERS II 48,545 49,678 48,545
FEDERAL EXCISE TAX ON UBIT REFUND 48,746   48,746
NYS EXCISE TAX ON UBIT REFUND 15,000   15,000


TY 2023 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 62,500 0   0
FOREIGN TAX PAID 316 316   0