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
WEEDEN FOUNDATION
 
% PEGGY KENNEDY
Number and street (or P.O. box number if mail is not delivered to street address)PO Box 606
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Bedford Hills, NY105070606
A Employer identification number

94-6109313
B Telephone number (see instructions)

(914) 864-1375
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$41,177,206
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) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 886,113 886,113 886,113
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 720,886
b Gross sales price for all assets on line 6a 18,957,002
7 Capital gain net income (from Part IV, line 2)... 720,886
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)....... -51,318 -51,318 -51,318
12 Total. Add lines 1 through 11........ 1,555,681 1,555,681 834,795
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages...... 90,000 36,000 36,000 54,000
15 Pension plans, employee benefits....... 6,250 2,500 2,500 3,750
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 9,820 3,928 3,928 5,892
c Other professional fees (attach schedule).... 100,584 97,127 2,305 3,457
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 52,037 17,732 17,732 9,205
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 48,000 19,200 19,200 28,800
21 Travel, conferences, and meetings....... 158,050 63,220 63,220 94,830
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 64,719 25,888 25,888 38,831
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 529,460 265,595 170,773 238,765
25 Contributions, gifts, grants paid....... 1,705,283 1,705,283
26 Total expenses and disbursements. Add lines 24 and 25 2,234,743 265,595 170,773 1,944,048
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -679,062
b Net investment income (if negative, enter -0-) 1,290,086
c Adjusted net income (if negative, enter -0-)... 664,022
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............. 1,339,617 274,893 274,893
2 Savings and temporary cash investments.........      
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 arrow200,000
Less: allowance for doubtful accounts right arrow   200,000 Click to see attachment
List of Attached Documents:
// Content
200,000
200,000
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)....... 36,365,389 Click to see attachment
List of Attached Documents:
// Content
36,852,835
40,702,313
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)..........      
14 Land, buildings, and equipment: basis right arrow43,136
Less: accumulated depreciation (attach schedule) right arrow43,136      
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 37,905,006 37,327,728 41,177,206
Liabilities 17 Accounts payable and accrued expenses.......... 35 0
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)......... 35 0
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........ 37,904,971 37,327,728
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 37,904,971 37,327,728
30 Total liabilities and net assets/fund balances (see instructions). 37,905,006 37,327,728
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
37,904,971
2
Enter amount from Part I, line 27a .....................
2
-679,062
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
101,819
4
Add lines 1, 2, and 3 ..........................
4
37,327,728
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
37,327,728
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 BANK OF AMERICA - DETAILS AVAILABLE UPON REQUEST P   2023-12-31
b BANK OF AMERICA - DETAILS AVAILABLE UPON REQUEST P   2023-12-31
c FIDELITY - DETAILS AVAILABLE UPON REQUEST P   2023-06-30
d PETER B CANNELL - DETAILS AVAILABLE UPON REQUEST P 2023-01-01 2023-12-31
e PETER B CANNELL - DETAILS AVAILABLE UPON REQUEST P 2022-01-01 2023-12-31
HEARTWOOD FORESTLAND FUND V, LP P   2023-12-31
THE OVERLOOK PARTNERS FUND, LP P    
THE OVERLOOK PARTNERS FUND, LP P   2023-12-31
SPECIAL OPPORTUNITIES FUND II, LLC P   2023-12-31
SPECIAL OPPORTUNITIES FUND II, LLC P   2023-12-31
SONEN GLOBAL SUSTAINABLE REAL ASSETS LLC P   2023-12-31
VERTICAL FUND LP P   2023-12-31
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS 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 1,229,666   1,239,047 -9,381
b 1,098,340   1,027,602 70,738
c 5,445,211   4,722,728 722,483
d 10,617,399   10,564,528 52,871
e 494,696   626,664 -131,968
22,544     22,544
7,911     7,911
    54,648 -54,648
    688 -688
    211 -211
10,832     10,832
29,951     29,951
      452
      452
      452
      452
      452
      452
      452
      452
      452
      452
      452
      452
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       -9,381
b       70,738
c       722,483
d       52,871
e       -131,968
      22,544
      7,911
      -54,648
      -688
      -211
      10,832
      29,951
       
       
       
       
       
       
       
       
       
       
       
       
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 2 720,886
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 17,932
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 17,932
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 17,932
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 16,404
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 20,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 36,404
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.......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 18,472
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow18,472 Refundedright arrow 11  
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
 
 
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
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 arrowCA
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 arrow  
14
The books are in care ofright arrowPEGGY KENNEDY Telephone no.right arrow (914) 864-1375

Located atright arrowPO BOX 606BEDFORD HILLSNY ZIP+4right arrow10507
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
 
No
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
LESLIE WEEDEN PRESIDENT
0.0
0 0 0
PO Box 606
Bedford Hills,NY105070606
BARBARA DAUGHERTY VICE PRESIDENT
0.0
0 0 0
PO Box 606
Bedford Hills,NY105070606
JOHN WEEDEN SECRETARY
0.0
0 0 0
PO Box 606
Bedford Hills,NY105070606
NICK LEIBOWITZ TREASURER
0.0
0 0 0
PO Box 606
Bedford Hills,NY105070606
ROBERT WEEDEN DIRECTOR
0.0
0 0 0
PO Box 606
Bedford Hills,NY105070606
NORMAN WEEDEN DIRECTOR
0.0
0 0 0
PO Box 606
Bedford Hills,NY105070606
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
MARGARET E KENNEDY ADMIN. ASSIST
40.0
90,000 6,250  
PO BOX 606
BEDFORD HILLS,NY10507
Total number of other employees paid over $50,000...................right arrow  
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
BANK OF AMERICA INVESTMENT MGMT FEES 66,725
PO BOX 830269
DALLAS,TX75283
Total number of others receiving over $50,000 for professional services.............right arrow  
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 arrow  
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
36,252,523
b
Average of monthly cash balances.......................
1b
1,572,856
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
37,825,379
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
0
3
Subtract line 2 from line 1d.........................
3
37,825,379
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
567,381
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
37,257,998
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,862,900
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
1,862,900
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
17,932
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
17,932
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,844,968
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
1,844,968
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
1,844,968
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
1,944,048
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,944,048
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 1,844,968
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:2021, 2020, 2019  
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 1,688,770
b From 2019...... 2,975,067
c From 2020...... 1,881,212
d From 2021...... 3,019,505
e From 2022...... 1,850,192
f Total of lines 3a through e ........ 11,414,746
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,944,048
a Applied to 2022, 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)........
Click to see attachment
List of Attached Documents:
// Content
1,944,048
d Applied to 2023 distributable amount.....  
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 1,844,968 1,844,968
(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 11,513,826
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 ..........
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 2018 not
applied on line 5 or line 7 (see instructions) ...
 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
11,513,826
10 Analysis of line 9:
a Excess from 2019.... 2,975,067
b Excess from 2020.... 1,881,212
c Excess from 2021.... 3,019,505
d Excess from 2022.... 1,850,192
e Excess from 2023.... 1,787,850
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).)
NONE
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 e-mail address of the person to whom applications should be addressed:
WEEDEN FOUNDATION
PO BOX 606
BEDFORD HILLS,NY10507
(914) 864-1375
info@weedenfoundation.org
bThe form in which applications should be submitted and information and materials they should include:
The Weeden Foundation uses an online application system for our grantmaking process. See guidelines for Grant Applications https://weedenfoundation.org/applications/
cAny submission deadlines:
See guidelines for Grant Applications https://weedenfoundation.org/applications/
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
See guidelines for Grant Applications https://weedenfoundation.org/applications/
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

American Solar Energy Society

2525 Arapahoe Ave Ste E4-253
Boulder,CO80302
NONE PC GRANT 10,000

Cascadia Action

3439 SE Hawthorne Blvd 241
Portland,OR97214
NONE PC GRANT 10,000

Green Corps

1543 Wazee St Suite 300
Denver,CO80202
NONE PC GRANT 30,000

Institute for Fisheries Resources

PO Box 11170
Eugene,OR974403370
NONE PC GRANT 25,000

Wild Salmon Center

721 NW 9th Avenue Suite 300
Portland,OR97209
NONE PC GRANT 15,000

Future West

321 East Main St Suite 322
Bozeman,MT59715
NONE PC GRANT 20,000

Greater Yellowstone Coalition

215 South Wallace Avenue
Bozeman,MT59715
NONE PC GRANT 25,000

The Nature Conservancy in Idaho

PO Box 2770 116 1st Ave North
Hailey,ID83333
NONE PC GRANT 25,000

Theodore Roosevelt Conservation Partnership

529 14th Street NW Suite 500
Washington,DC20045
NONE PC GRANT 25,000

Ashoka Trust for Research in Ecology and the Envir

11 Richmond Rd
Belmont,MA02478
NONE PC GRANT 20,000

Mongabayorg

1259 El Camino Real 150
Menlo Park,CA94025
NONE PC GRANT 20,000

Panthera

8 West 40th St 18th Floor
New York,NY100182218
NONE PC GRANT 20,000

Population Media Center

30 Kimball Ave Suite 302
South Burlington,VT05403
NONE PC GRANT 25,000

Environmental Investigation Agency

PO Box 53343 Suite 300
Washington,DC20009
NONE PC GRANT 20,000

Stand (Formerly ForestEthics)

1329 N State St 302
Bellingham,WA98225
NONE PC GRANT 20,000

Upstream Policy Institute Inc

PO Box 1352
Damariscotta,ME04543
NONE PC GRANT 20,000

American Bird Conservancy

PO Box 249 4249 Loudoun Ave
The Plains,VA20198
NONE PC GRANT 25,000

Northwoods Alliance Inc

6063 Baker Lake Road
Conover,WI54519
NONE PC GRANT 25,000

Oikonos Ecosystem Knowledge

PO Box 1918
Kailua,HI96734
NONE PC GRANT 20,000

The Peregrine Fund

5668 West Flying Hawk Lane
Boise,ID83709
NONE PC GRANT 20,000

Alaska Wilderness League

122 C St NW Ste 650
Washington,DC20001
NONE PC GRANT 25,000

Environment America Research and Policy Center In

1543 Wazee St Suite 410
Denver,CO80202
NONE PC GRANT 25,000

Meredian Institute (NourishN - BeeOdiversity)

PO Box 1829
Dillon,CO80435
NONE PC GRANT 25,000

Soda Mountain Wilderness Council

PO Box 512
Ashland,OR97520
NONE EOF GRANT 25,000

Water Climate Trust

PO Box 990111
Redding,CA960990111
NONE PC GRANT 20,000

Yellowstone Ecological Research Center (Conservati

4135 Valley Commons Dr Suite D
Bozeman,MT59718
NONE PC GRANT 15,000

People and Carnivores Inc

PO Box 6733
Bozeman,MT59771
NONE PC GRANT 18,000

Wildlands Network

329 W Pierpont Ave Suite 300
Salt Lake City,UT84101
NONE PC GRANT 25,000

African Wildlife Conservation Fund INC

5200 NW 43RD ST
Gainesville,FL326064484
NONE PC GRANT 25,000

Congo Education Partners Inc

109 N Cameron St POBox 813
Hillsborough,NC27278
NONE PC GRANT 20,000

Global Forest Generation

5350 US-2
North Hero,VT05474
NONE PC GRANT 25,000

Rainforest Trust

PO Box 841
Warrenton,VA20188
NONE PC GRANT 20,000

Chile California Council (Chile California Conserv

870 Market St 1058
San Francisco,CA94102
NONE PC GRANT 10,000

PCI Media Impact

26 Broadway Suite 934
New York,NY10004
NONE PC GRANT 25,000

As You Sow

c/o Main Post Office PO Box 751
Berkeley,CA94701
NONE PC GRANT 20,000

Canopy (Canopy Planet Foundation)

141-1733 H Street Suite 450
Blaine,WA982305156
NONE PC GRANT 20,000

Social and Environmental Entrpreneurs (Environ Pa

PO Box 7091
Asheville,NC28802
NONE PC GRANT 20,000

The Story of Stuff Project

23564 Calabasas Rd Suite 201
Calabasas,CA91302
NONE PC GRANT 20,000

American Bird Conservancy

PO Box 249 4249 Loudoun Ave
The Plains,VA20198
NONE PC GRANT 25,000

Vital Ground Foundation

20 Fort Missoula Road
Missoula,MT59804
NONE PC GRANT 25,000

Yellowstone to Yukon Conservation Initiative

PO Box 157
Bozeman,MT597710157
NONE PC GRANT 25,000

Northwoods Stewardship Center (Bald Mountain Meado

PO Box 220
East Charleston,VT05833
NONE PC GRANT 10,000

Earth Island Institute (Wild Heritage)

2150 Allston Way Ste 460
Berkeley,CA94704
NONE PC GRANT 25,000

Trout Unlimited

1777 N Kent Street Suite 100
Arlington,VA22209
NONE PC GRANT 20,000

Conservation Through Public Health

541 Country Lane
Holly Springs,NC27540
NONE PC GRANT 25,000

Nature and Culture International

1400 Maiden Lane
Del Mar,CA92014
NONE PC GRANT 25,000

Waterkeeper Alliance

180 Maiden Lane Suite 603
New York,NY10038
NONE PC GRANT 20,000

Center for Large Landscape Conservation

PO Box 1587
Bozeman,MT59771
NONE PC GRANT 25,000

WildEarth Guardians

301 N Guadalupe St Suite 201
Santa Fe,NM87501
NONE PC GRANT 25,000

Creek Lands Conservation

229 Stanley Ave
Arroyo Grande,CA93420
NONE PC GRANT 25,000

EPIC

145 S G St A
Arcata,CA95521
NONE PC GRANT 25,000

Pacific Forest Trust

1001A OReilly Avenue
San Francisco,CA94129
NONE PC GRANT 25,000

Sanctuary Forest Inc

315 Shelter Cove Rd Suite 4 PO BO
Whitethorn,CA95589
NONE PC GRANT 25,000

RESOLVE

2445 M Street NW Suite 550
Washington,DC20037
NONE PC GRANT 50,000

Population Media Center

30 Kimball Ave Suite 302
South Burlington,VT05403
NONE PC GRANT 20,000

Sacramento Valley Conservancy

PO Box 163351
Sacramento,CA95816
NONE PC GRANT 2,500

Bear Yuba Land Trust

PO Box 1004
Grass Valley,CA95945
NONE PC GRANT 2,000

Pacific Forest Trust

1006A OReilly Ave
San Francisco,CA94129
NONE PC GRANT 2,500

Copernican Bioscience Inc

1400 Shattuck Ave Suite 2
Berkeley,CA94709
NONE PC GRANT 10,000

JMT Wilderness Conservancy

2120 Avy Ave PO Box 7348
Menlo Park,CA94025
NONE PC GRANT 5,000

Audubon Sharon

325 Cornwall Bridge Rd
Sharon,CT06069
NONE PC GRANT 2,000

The Stissing Center

PO Box 1024
Pine Plains,NY12567
NONE PC GRANT 2,500

The Nashville Ballet

3630 Redmon St
Nashville,TN37209
NONE PC GRANT 1,500

Impact 100 Nashville

901 Broadway PO Box 22626
Nashville,TN37202
NONE PC GRANT 500

Deerfield Academy

PO Box 306
Deerfield,MA01342
NONE PC GRANT 500

Ensworth School

7401 Highway 100
Nashville,TN37221
NONE PC GRANT 500

Adventure Science Center

800 Fort Negley Blvd
Nashville,TN37203
NONE PC GRANT 500

Nashville Public Library Foundation

615 Church St
Nashville,TN37219
NONE PC GRANT 500

Brunswick School

100 Maher Ave
Greenwich,CT06830
NONE PC GRANT 2,500

Greenwich Academy

200 North Maple Ave
Greenwich,CT06830
NONE PC GRANT 1,500

Dutchess Day School

415 Route 343
Millbrook,NY12545
NONE PC GRANT 500

Millbrook Free Library

PO Box 286
Millbrook,NY12545
NONE PC GRANT 500

Stonewood Community Project Inc

110 Bangall Rd
Millbrook,NY12545
NONE PC GRANT 500

Footloose Montana

PO Box 8884
Missoula,MT59807
NONE PC GRANT 5,000

Clark Fork Coalition

PO Box 7593
Missoula,MT59807
NONE PC GRANT 10,000

American Prairie Reserve

PO Box 908
Bozeman,MT59771
NONE PC GRANT 5,000

Cottonwood Environmental Law Center

PO Box 412
Bozeman,MT59771
NONE PC GRANT 10,000

Above the Seas LLC

2659 Juniper Ave
Boulder,CO80304
NONE PC GRANT 2,000

Wild Orca

6523 California Ave SW 172
Seattle,WA98136
NONE PC GRANT 3,000

Kittitas Environmental Education Network

115 E 4th Avenue Suite 215
Ellensburg,WA98926
NONE PC GRANT 1,500

Elliott Bay Pipe Band

1213 NE 88th St
Seattle,WA981153126
NONE PC GRANT 1,500

StreetWise Partners

222 Broadway 19th Floor
New York,NY10038
NONE PC GRANT 1,500

Cascades Carnivore Project

804A Hazel St
Hood River,OR97031
NONE PC GRANT 1,500

Conservation Northwest (Cascades Wolverine Project

1829 10th Ave W Suite B
Seattle,WA98119
NONE PC GRANT 1,500

NatureBridge

1033 Fort Cronkhite
Sausalito,CA94965
NONE PC GRANT 1,500

Forterra

PO Box 4189
Seattle,WA98194
NONE PC GRANT 1,500

Seattle Repertory Theatre

1500 Mercer St PO Box 900923
Seattle,WA98109
NONE PC GRANT 3,000

Yale New Haven Hospital

PO Box 1849
New Haven,CT065081849
NONE PC GRANT 10,000

Above the Seas LLC

2659 Juniper Ave
Boulder,CO80304
NONE PC GRANT 2,000

Ridgefield Academy

223 West Mountain Rd
Ridgefield,CT06877
NONE PC GRANT 5,000

RESOLVE (Nightjar)

1255 23rd St NW Suite 275
Washington,DC20037
NONE PC GRANT 50,000

American Bird Conservancy

PO Box 249
The Plains,VA20198
NONE PC GRANT 5,000

Sansum Diabetes Research Institute

2219 Bath St
Santa Barbara,CA93105
NONE PC GRANT 500

Choate Rosemary Hall

333 Christian St
Wallingford,CT064929917
NONE PC GRANT 5,000

Savannah Philharmonic Corporation

PO Box 11323
Savannah,GA31412
NONE PC GRANT 1,000

Wild Earth Guardians

301 N Guadalupe St Suite 201
Santa Fe,NM87501
NONE PC GRANT 3,000

Conservation Law Foundation RI

235 Promenade St Ste 560 Mailbox
Providence,RI02908
NONE PC GRANT 2,500

The Taft School

110 Woodbury Rd
Watertown,CT06795
NONE PC GRANT 2,500

Wild Orca

6523 California Ave SW 172
Seattle,WA98136
NONE PC GRANT 3,000

Save the Bay RI

100 Save The Bay Drive
Providence,RI02905
NONE PC GRANT 1,000

Re-wild (Fundacion Rewilding Chile)

PO Box129
Austin,TX78767
NONE PC GRANT 3,000

Wave Hill

675 W 252nd St
Bronx,NY104712899
NONE PC GRANT 1,000

I Have A Dream Foundation

322 Eighth Ave Suite 201
New York,NY10001
NONE PC GRANT 2,000

Billion Oyster Project

10 South St Slip 7
New York,NY10004
NONE PC GRANT 1,500

The Land Conservancy of San Luis Obispo County

PO Box 12206
San Luis Obispo,CA93406
NONE PC GRANT 2,000

South Yuba Citizens League

313 Railroad Ave 101
Nevada City,CA95959
NONE PC GRANT 2,000

The Land Conservancy of San Luis Obispo County

PO Box 12206
San Luis Obispo,CA93406
NONE PC GRANT 2,000

The Vital Ground Foundation Inc

20 Fort Missoula Rd
Missoula,MT59804
NONE PC GRANT 2,000

Cheekwood Estate & Gardens

1200 Forest Park Drive
Nashville,TN37205
NONE PC GRANT 1,000

Nashville Zoo

3777 Nolensville Pike
Nashville,TN37211
NONE PC GRANT 1,000

Dutchess Day School

415 Route 343
Millbrook,NY12545
NONE PC GRANT 2,000

GrowNYC

PO Box 2327
New York,NY10272
NONE PC GRANT 2,000

NOLS (National Outdoor Leadership School)

284 Lincoln St
Lander,WY82520
NONE PC GRANT 2,000

Salisbury Association Inc

PO Box 553
Salisbury,CT06068
NONE PC GRANT 2,000

Solar Sister Inc

94 Interpromontory Rd
Great Falls,VA22066
NONE PC GRANT 2,000

Citizens Climate Education

1330 Orange Ave 309
Coronado,CA92118
NONE PC GRANT 2,000

RESOLVE (for QRFN)

1255 23rd Street NW Suite 275
Washington,DC20037
NONE PC GRANT 2,000

Coral Reef Alliance

548 Market St Suite 29802
San Francisco,CA94104
NONE PC GRANT 1,000

Sea Turtle Conservancy

4581 NW 6th St Suite A
Gainesville,FL32609
NONE PC GRANT 1,000

Beyond Toxics

PO Box 1106
Eugene,OR97440
NONE PC GRANT 1,000

Manomet Inc

PO Box 1770
Manomet,MA02345
NONE PC GRANT 1,000

Earth Island Institute (Wild Heritage)

2150 Allston Way Ste 460
Berkeley,CA94704
NONE PC GRANT 2,000

People's Planet Project

Columbusplein 39
Amsterdam,North Holland1057TV
NL
NONE PC GRANT 20,000

Fiscalia del Medio Ambiente

MOSQUETO 491 OF 312
SANTIAGO,SANTIAGO8320000
CI
  PC GRANTS 25,000

Fundacion Tierra Austral

Vitacura 3565 Of 702
Santiago,Santiago7630532
CI
  PC GRANTS 25,000

Rewilding Chile

anexo 124 Klenner 299
Puerto Varas,Puerto Varas5550000
CI
  PC GRANTS 25,000

Margaret Pyke Trust

681-689 Holloway Road Archway
London,LondonN19 5SE
UK
  PC GRANTS 25,000

Agrupacion de Ingenieros Forestales por el Bosque

Fresia 290
Valdivia,Valdivia5110232
CI
NONE PC GRANTS 20,000

Fundacin para la Promocin del Desarrollo Sustent

Av Bustamante 24 dpto I
Santiago,Santiago7500776
CI
NONE PC GRANTS 20,000

Puelo Patagonia

Santa Rosa 560 oficina 22
Puerto Varas,Puerto Varas5550000
CI
NONE PC GRANTS 20,000

Fundacin Ngenko

Salvador Vergara 2 Dp 22
Vina del mar,Vina del mar2540171
CI
NONE PC GRANTS 20,000

Ecojustice

425 Carrall Street Suite 390
Vancouver,VancouverV6B 6E3
CA
NONE PC GRANTS 20,000

Asociacion San Xerome Emiliani

Rua Galicia
A Guarda Pontevedra,A Guarda Ponteved23 - 36780
SP
NONE PC GRANTS 8,755

Fafali Organization

Q383 John Nii Owoo Ave
Kissehman,Kissehman  
GH
NONE PC GRANTS 20,000

Tierra Austral

Suecia 172 of 22 Providencia
Santiago,Santiago  
CI
NONE PC GRANTS 5,000

Futaleufu Riverkeeper

Piloto Carmona 745
Futaleufu,Futaleufu  
CI
NONE PC GRANTS 5,000

Fundacion Accion Fauna

San Jos de
Maipo,Maipo  
CI
NONE PC GRANTS 5,000

Rewilding Europe

Toernooiveld 1 6525 ED
Nijmegen,Nijmegen  
NL
NONE PC GRANTS 6,028
Total .................................right arrow 3a 1,705,283
bApproved for future payment
Total ................................. right arrow 3b  
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    
4 Dividends and interest from securities ....     14 886,113  
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 ............
    18 720,886  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aPARTNERSHIP & MISC INCOME
  -51,318 18    
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -51,318 1,606,999  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,555,681
(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
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Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
WEEDEN FOUNDATION
EIN:
94-6109313
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 9,820 3,928 3,928 5,892

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TY 2023 DepreciationSchedule
Name:
WEEDEN FOUNDATION
EIN:
94-6109313
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)
Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
OFFICE EQUIPMENT 2008-06-30 26,471 26,471 DDB 5        
OFFICE EQUIPMENT 2010-07-25 1,413 1,413 DDB 5        
OFFICE EQUIPMENT 2011-04-01 1,917 1,917 DDB 5        
OFFICE FURNITURE 2013-11-20 1,725 1,725 DDB 7        
OFFICE FURNITURE 2014-01-06 318 318 DDB 7        
OFFICE FURNITURE 2014-02-12 292 292 DDB 7        
SOFTWARE 2019-06-12 11,000 11,000 DDB 5        

TY 2023 DistributionFromCorpusElection
Name:
WEEDEN FOUNDATION
EIN:
94-6109313
Election:
ELECTION TO TREAT QUALIFYING DISTRIBUTIONS FOR 2022 OUT OF CORPUS - REGULATION SEC 53.4942(A)-3(D)(2) The Weeden Foundation elects to treat $ 1,844,968 of excess distributions from the year ended 12/31/18, 12/31/19, 12/31/20, 12/31/21 and 12/31/22 as its 2023 qualifying distribution. The current year qualifying distributions from 2023 will be treated as distributions out of corpus.

TY 2023 InvestmentsCorpStockSchedule
Name:
WEEDEN FOUNDATION
EIN:
94-6109313
Name of Stock End of Year Book Value End of Year Fair Market Value
MA: PETER B. CANNELL 6,309,102 8,407,812
MA: FIDELITY INVESTMETNTS 7,082 1,525
PI: FORESTLAND FUND V 172,465 120,081
PI: SONEN PRIV. ACCESS PLTFRM 219,192 237,536
PI: SPECIAL OPP. FUND II 0 0
PI: VERTICAL FUND ASSOC. 504,829 309,549
PI: OVERLOOK PARTNERS FUND LP 0 0
EQ: BANK OF AMERICA INVS. 29,116,630 31,102,276
EQ: OXFORD PERFORM. MATERIALS 250,000 250,000
EQ: WORMSER ENGY SOLUTIONS INC 273,535 273,534
EQ: NATURAL RESOURCES MGMT 0 0

TY 2023 LandEtcSchedule2
Name:
WEEDEN FOUNDATION
EIN:
94-6109313
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
OFFICE EQUIPMENT 26,471 26,471    
OFFICE EQUIPMENT 1,413 1,413    
OFFICE EQUIPMENT 1,917 1,917    
OFFICE FURNITURE 1,725 1,725    
OFFICE FURNITURE 318 318    
OFFICE FURNITURE 292 292    
SOFTWARE 11,000 11,000    


TY 2023 OtherExpensesSchedule
Name:
WEEDEN FOUNDATION
EIN:
94-6109313
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CLEANING/MAINTENANCE 560 224 224 336
INSURANCE 37,625 15,050 15,050 22,575
OPERATIONS 9,379 3,752 3,752 5,627
MEMBERSHIP FEES 17,155 6,862 6,862 10,293


TY 2023 OtherIncomeSchedule2
Name:
WEEDEN FOUNDATION
EIN:
94-6109313
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Partnership and Misc Income -51,318 -51,318 -51,318


TY 2023 OtherIncreasesSchedule
Name:
WEEDEN FOUNDATION
EIN:
94-6109313
Description Amount
PRIOR PERIOD ADJUSMENT 101,819


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TY 2023 OtherNotesLoansRcvblLongSch
Name:
WEEDEN FOUNDATION
EIN:
94-6109313

Borrower's Name Relationship to Insider Original Amount of Loan Balance Due Date of Note Maturity Date Repayment Terms Interest Rate Security Provided by Borrower Purpose of Loan Description of Lender Consideration Consideration FMV
WILD TECHRESOLVE   200,000 200,000       0 %        

TY 2023 OtherProfessionalFeesSchedule
Name:
WEEDEN FOUNDATION
EIN:
94-6109313
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
IT CONSULTANT 1,558 623 623 935
BOOKKEEPING 4,204 1,682 1,682 2,522
INVESTMENT MGMT FEES 94,822 94,822    


TY 2023 TaxesSchedule
Name:
WEEDEN FOUNDATION
EIN:
94-6109313
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL ESTIMATED TAXES 25,100      
FICA TAXES 15,342 6,137 6,137 9,205
FOREIGN TAXES PAID 11,595 11,595 11,595