TY 2023 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go 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
WILLIAM W WEIL FOUNDATION INC
C/O H JOHN FELDMAN ESQUIRE

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 492710
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
LEESBURG, FL347492710

A Employer identification number

59-3227671

B Telephone number (see instructions)

(352) 589-1414

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$9,786,822J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments	116,952		116,952
4	Dividends and interest from securities...	118,073		118,073
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10	List of Attached Documents: // Content	535,914
b	Gross sales price for all assets on line 6a 3,872,481
7	Capital gain net income (from Part IV, line 2)...			536,356
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	770,939		771,381
13	Compensation of officers, directors, trustees, etc.	121,182		121,182	121,182
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	3,000	3,000
c	Other professional fees (attach schedule)....
17	Interest...............
18	Taxes (attach schedule) (see instructions)...
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	61	61
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	124,243		124,243	121,182
25	Contributions, gifts, grants paid.......	385,050			385,050
26	Total expenses and disbursements. Add lines 24 and 25	509,293		124,243	506,232
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	261,646
b	Net investment income (if negative, enter -0-)			647,138
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	202,417	206,542	206,542
	2	Savings and temporary cash investments.........
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	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).......	3,307,873	List of Attached Documents: // Content 2,726,031	5,564,810
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	3,780,000	List of Attached Documents: // Content 4,050,000	4,015,470
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	7,290,290	6,982,573	9,786,822
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds	7,290,290	6,982,573
	29	Total net assets or fund balances (see instructions).....	7,290,290	6,982,573
	30	Total liabilities and net assets/fund balances (see instructions).	7,290,290	6,982,573

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

7,290,290

Enter amount from Part I, line 27a .....................

261,646

Other increases not included in line 2 (itemize) right arrow

Add lines 1, 2, and 3 ..........................

7,551,936

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

569,363

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

6,982,573

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.)
1a
b
c
d
e

(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
b
c
d
e

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(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
b
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	536,356
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 ...................		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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	8,995
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2
3	Add lines 1 and 2...........................	3	8,995
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	8,995
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a	8,163
b	Exempt foreign organizations—tax withheld at source......	6b
c	Tax paid with application for extension of time to file (Form 8868)...	6c
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	8,163
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.......		9	832
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax	Refunded	11

Form 990-PF (2023)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

N/A

The books are in care of right arrow

H JOHN FELDMAN Telephone no. right arrow

(352) 589-1414

Located at right arrow

PO BOX 492710LEESBURGFL ZIP+4 right arrow

347492710

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

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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? .............

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)):

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?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2023)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part 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-)
H JOHN FELDMAN	DIR/PRES/SEC 000.00	40,394
PO BOX 492710 LEESBURG,FL347492710	DIR/PRES/SEC 000.00	40,394
KAREN B HART	DIR/VP 000.00	40,394
PO BOX 217 NOBLETON,FL34661	DIR/VP 000.00	40,394
THOMAS W MCKEAN	DIRECTOR 000.00	40,394
3625 DIANE DRIVE BOYNTON BEACH,FL33433	DIRECTOR 000.00	40,394

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...................

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 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	N/A
2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... right arrow

Form 990-PF (2023)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

9,962,582

Average of monthly cash balances.......................

135,877

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

10,098,459

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

10,098,459

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

400,000

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

9,698,459

Minimum investment return. Enter 5% (0.05) of line 5................

484,923

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.)

Minimum investment return from Part IX, line 6..................

484,923

Tax on investment income for 2022 from Part V, line 5.......

8,995

Income tax for 2022. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

8,995

Distributable amount before adjustments. Subtract line 2c from line 1............

475,928

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

475,928

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

475,928

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

506,232

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

506,232

Form 990-PF (2023)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(d) 2023
1 Distributable amount for 2023 from Part X, line 7			475,928
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......
b Total for prior years:20 , 20, 20
3 Excess distributions carryover, if any, to 2022:
a From 2018......
b From 2019......	12,136
c From 2020......	9,494
d From 2021......	12,554
e From 2022......
f Total of lines 3a through e ........		34,184
4Qualifying distributions for 2023 from Part
XI, line 4: $ 506,232
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)........
d Applied to 2023 distributable amount.....			475,928
e Remaining amount distributed out of corpus		30,304
5 Excess distributions carryover applied to 2023.
(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		64,488
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 ......		64,488
10 Analysis of line 9:
a Excess from 2019....	12,136
b Excess from 2020....	9,494
c Excess from 2021....	12,554
d Excess from 2022....
e Excess from 2023....	30,304

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 4942(j)(3) or4942(j)(5)

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	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XIV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here right arrow

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
HANCOCK COMMUNITY FOUNDATION PASS THROUGH SCHOLARSHIP 312 E MAIN STREET GREENFIELD,IN46140			PASS THROUGH FUND	10,000
HANCOCK COMMUNITY FOUNDATION GOOD CITIZEN SCHOLARSHIPS 312 E MAIN STREET GREENFIELD,IN46140			SCHOLARSHIPS	100,000
BOYS & GIRLS CLUB VARIOUS PROGRAMS 715 E LINCOLN STREET GREENFIELD,IN46140			YOUTH PROGRAMS	50,000
HANCOCK COMMUNITY FOUNDATION AGAPE THERAPEUTIC RIDING 312 E MAIN STREET GREENFIELD,IN46140			THERAPEUTIC RIDING	75,050
HANCOCK COMMUNITY FOUNDATION DEVELOPMENT FUND 312 E MAIN STREET GREENFIELD,IN46140			DEVELOPMENT FUND	50,000
HANCOCK COMMUNITY FOUNDATION THE LANDING 312 E MAIN STREET GREENFIELD,IN46140			THE LANDING	50,000
HANCOCK COMMUNITY FOUNDATION ENDOWMENT 312 E MAIN STREET GREENFIELD,IN46140			ENDOWMENT	50,000
Total ................................. 3a				385,050

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
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	116,952
4 Dividends and interest from securities ....			14	118,073
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income .....
8 Gain or (loss) from sales of assets other than inventory ............			14	442	535,472
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				235,467	535,472

13Total. Add line 12, columns (b), (d), and (e)..................

770,939

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2023)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2023 AccountingFeesSchedule

Name:

WILLIAM W WEIL FOUNDATION INC

C/O H JOHN FELDMAN ESQUIRE

EIN:

59-3227671

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
LEVERIITT & ASSOCIATES P.A.	3,000	3,000

- TIN:

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 GainLossSaleOtherAssetsSch

Name:

WILLIAM W WEIL FOUNDATION INC

C/O H JOHN FELDMAN ESQUIRE

EIN:

59-3227671

Name	Date Acquired	How Acquired	Date Sold	Gross Sales Price	Basis	Total (net)
ADVANCED MICRO DEVICES INC	2022-12	PURCHASE	2023-06	59,957	35,656	24,301
BAXTER INTERNATIONAL INC	2023-03	PURCHASE	2023-11	16,130	19,358	-3,228
VODAFONE GROUP PLC NEW	2023-03	PURCHASE	2023-12	15,393	20,013	-4,620
CERTIFICATE OF DEPOSITS REDEEMED	2022-11	PURCHASE	2023-06	630,000	630,000
CERTIFICATE OF DEPOSITS REDEEMED	2023-05	PURCHASE	2023-11	400,000	400,000
ACADEMY BANK	2020-07	PURCHASE	2023-07	100,000	100,000
ADVANCED MICRO DEVICES INC	2018-09	PURCHASE	2023-06	59,963	16,242	43,721
AMERICAN EXPR NATL BANK	2020-03	PURCHASE	2023-03	150,000	150,000
APPLE INC	2015-04	PURCHASE	2023-12	100,875	19,069	81,806
BMW BK N AMERICA	2021-12	PURCHASE	2023-12	50,000	50,000
BAXTER INTERNATIONAL INC	2021-12	PURCHASE	2023-11	9,682	24,586	-14,904
BERKSHIRE HATHAWAY INC	2015-04	PURCHASE	2023-03	59,033	28,894	30,139
CONSTELLATION ENERGY CORP	2020-06	PURCHASE	2023-11	20,056	5,497	14,559
CROWN CASTLE INC	2020-12	PURCHASE	2023-07	16,238	23,137	-6,899
DIGITAL REALTY TRUST INC	2021-04	PURCHASE	2023-07	23,013	30,644	-7,631
DISCOVER FINANCIAL	2016-11	PURCHASE	2023-03	27,633	20,628	7,005
META PLATFORMS INC	2016-06	PURCHASE	2023-07	38,516	15,089	23,427
GSK PLC ADR	2021-12	PURCHASE	2023-12	17,204	21,336	-4,132
HALEON PLC	2021-12	PURCHASE	2023-03	4,879	4,697	182
INDEPENDENCE BK OWENS	2020-06	PURCHASE	2023-06	100,000	100,000
INTERNATIONAL BUSINESS MACHINE CORP	2021-12	PURCHASE	2023-09	58,193	52,044	6,149
MARATHON PETROLEUM CORP	2018-07	PURCHASE	2023-03	62,659	29,660	32,999
MICROSOFT CORP	2015-04	PURCHASE	2023-12	73,799	8,389	65,410
MONDELEZ INTL INC	2015-01	PURCHASE	2023-12	22,055	11,710	10,345
MOSAIC COMPANY	2022-06	PURCHASE	2023-11	9,908	16,691	-6,783
PFIZER INC	2020-06	PURCHASE	2023-03	19,823	15,471	4,352
PREFERRED BK LA CALIF	2020-06	PURCHASE	2023-06	100,000	100,000
SBA COMMUNICATIONS CORP	2021-04	PURCHASE	2023-07	39,051	51,261	-12,210
SPDR S&P 500 TRUST	2015-04	PURCHASE	2023-12	91,760	41,788	49,972
SELECT SECTOR SPDR F	2022-06	PURCHASE	2023-12	82,158	81,725	433
SYNCHRONY BANK	2021-12	PURCHASE	2023-06	50,000	50,000
TRUIST FINL CORP	2018-06	PURCHASE	2023-11	56,718	95,651	-38,933
VERIZON COMMUNICATIONS	2020-10	PURCHASE	2023-07	39,871	68,023	-28,152
VODAFONE GROUP PLC NEW	2021-09	PURCHASE	2023-12	10,262	19,140	-8,878
WEBBANK	2021-09	PURCHASE	2023-09	150,000	150,000
EATON CORP	2016-01	PURCHASE	2023-12	58,723	10,274	48,449
APPLIED MATERIALS	1998-06	PURCHASE	2023-12	91,084	5,054	86,030
BANGOR SAVINGS BANK	2022-02	PURCHASE	2023-02	100,000	100,000
BEAL BANK USA	2022-06	PURCHASE	2023-06	125,000	125,000
CONSTELLATION ENERGY	2009-07	PURCHASE	2023-11	20,056	7,741	12,315
CUSTOMERS BANK	2022-10	PURCHASE	2023-11	100,000	100,000
HOME DEPOT	2004-09	PURCHASE	2023-03	41,841	5,929	35,912
JP MORGAN CHASE & CO	2013-10	PURCHASE	2023-03	52,113	22,179	29,934
MONDELEZ INTL INC	2010-05	PURCHASE	2023-12	16,949	4,621	12,328
SAFRA NATIONALBANK	2022-11	PURCHASE	2023-12	65,000	65,000
SCHLUMBERGER LTD	2013-10	PURCHASE	2023-12	29,014	54,972	-25,958
STATE BANK OF INDIA	2022-06	PURCHASE	2023-07	50,000	50,000
STRYKER CORP	2007-05	PURCHASE	2023-07	85,958	19,547	66,411
TOYOTA FINL SVGS BANK	2022-04	PURCHASE	2023-05	245,000	245,000
VERIZON COMMUNICATIONS	2009-07	PURCHASE	2023-07	15,948	14,851	1,097
JP MORGAN CHASE & CO	2013-10	PURCHASE	2023-03	10,524		10,524

- TIN:

TY 2023 InvestmentsCorpStockSchedule

Name:

WILLIAM W WEIL FOUNDATION INC

C/O H JOHN FELDMAN ESQUIRE

EIN:

59-3227671

Name of Stock	End of Year Book Value	End of Year Fair Market Value
ABBOTT LABORATORIES	64,165	187,119
ABBVIE INC	15,554	15,497
ACCENTURE PLC IRELAND	34,060	122,818
ADVANCED MICRO DEVICES
AIR PRODUCTS & CHEMICALS	16,527	27,380
ALPHABET INC	23,478	83,814
AMAZON COM INC	119,624	136,746
AMERICAN ELECTRIC POWER	47,588	42,640
APPLE INC	42,604	308,048
APPLIED MATERIALS INC	12,995	291,726
BANK OF AMERICA CORP	73,512	101,010
BAXTER INTERNATIONAL INC
BECTON DICKINSON & CO	19,465	18,287
BERKSHIRE HATHAWAY INC
BROADCOM INC	26,868	55,813
BUNGE LTD	22,734	20,190
CANADIAN PACIFIC RAILWAY	23,569	27,671
CHEVRON CORPORATION	3,414	29,832
CISCO SYSTEMS INC	20,359	32,838
CITIGROUP INC NEW	25,298	20,576
COCA COLA COMPANY	20,517	58,930
COMCAST CORP NEW	87,556	95,374
CONSTELLATION ENERGY
CORNING INC	17,080	15,225
COSTCO WHSL CORP NEW	24,563	33,004
CROWN CASTLE INTL CORP
CSX CORP	18,636	57,205
CVS HEALTH CORP	18,170	19,740
DELL TECHNOLOGIES INC	41,223	76,500
DIGITAL REALTY TRUST INC
DISCOVER FINANCIAL
DISNEY WALT COMPANY	21,565	54,174
DOLLAR GENERAL CORP	48,170	44,184
DUKE ENERGY CORP	13,768	24,260
DUPONT DE NEMOURS INC	37,927	38,465
EATON CORP PLC	9,699	60,205
EBAY INC	29,779	23,991
EDWARDS LIFESCIENCE CORP	903	91,500
ELEVANCE HEALTH INC	14,746	14,147
EMERSON ELECTRIC CO	36,585	38,932
EXELON CORPORATION	31,458	35,900
EXXON MOBIL CORP	48,868	59,988
FEDEX CORPORATION	70,052	82,215
FIFTH THIRD BANCORP	30,269	43,112
FIRST TR GLOBAL ETF	24,507	17,952
GENL DYNAMICS CORP	21,680	25,967
GLAXOSMITHKLINE PLC
GLOBAL PAYMENTS INC	24,938	25,654
HALEON PLC
HOME DEPOT INC	13,835	121,293
HONDA MOTOR LTD NEW	58,658	61,820
HP INC	18,886	36,108
INTERCONTINENTAL EXCH	29,631	32,108
INTERNATIONAL BUSINESS MACHINE CORP
JOHNSON & JOHNSON	35,052	70,533
JPMORGAN CHASE & CO	79,972	255,150
L3HARRIS TECHNOLOGIES INC	16,962	21,062
LINDE PLC	22,921	41,071
LOWES COMPANIES INC	15,548	20,030
MARATHON PETROLEUM CORP	12,545	59,344
MEDTRONIC PLC	60,293	61,785
MERCK & CO INC NEW	40,630	76,314
META PLATFORMS INC	16,344	44,245
METLIFE INC	38,292	66,130
MICROSOFT CORP	35,734	300,832
MONDELEZ INTL INC	20,223	36,215
MOSAIC COMPANY
NEWS CORP NEW	24,187	25,720
NEXTERA ENERGY INC	69,372	57,703
NORFOLK SOUTHERN CORP	48,070	94,552
NORTHROP GRUMMAN CORP	22,464	23,407
O'REILLY AUTOMOTIVE INC	14,744	14,251
PARKER-HANNIFIN CORP	29,107	46,070
PEPSICO INC	23,119	25,476
PFIZER INC
PHILLIPS 66	43,722	76,556
QUALCOMM INC	40,300	39,773
SALESFORCE.COM	48,388	59,207
SBA COMMUNICATIONS
SCHLUMBERGER LTD	24,819	41,632
SELECT SECTOR SPDR ETF
SPDR S&P 500 TRUST ET	126,748	285,186
STARBUCKS CORP	23,268	57,606
STRYKER CORP	13,032	59,892
T-MOBILE US INC	42,071	48,099
TARGET CORP	48,082	56,968
TJX COS INC	41,510	65,667
TRACTOR SUPPLY CO	24,441	37,630
TRUIST FINANCIAL CORP
UNION PACIFIC CORP	55,080	135,091
UNITED HEALTH GROUP INC	45,396	197,426
VALERO ENERGY CORP NEW	31,267	58,500
VANGUARD SHORT TERM ETF
VISA INC	45,034	52,070
VODAFONE GROUP PLC NEW
WAL-MART STORES INC	26,690	78,825
WASTE MANAGEMENT INC DEL	15,121	64,834

- TIN:

TY 2023 InvestmentsOtherSchedule2

Name:

WILLIAM W WEIL FOUNDATION INC

C/O H JOHN FELDMAN ESQUIRE

EIN:

59-3227671

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
ALLY BANK CD	AT COST	50,000	49,558
ALLY BANK CD	AT COST	50,000	48,652
AMERICAN EXPRESS BANK CD	AT COST	75,000	74,609
BANK HAPOALIM BANK CD	AT COST	55,000	55,131
BEAL BANK CD	AT COST	100,000	99,467
BEAL BANK CD	AT COST	100,000	99,467
BMO HARRIS BANK CD	AT COST	75,000	74,840
BMW BANK CD	AT COST	50,000	48,026
BMW BANK CD	AT COST	50,000	48,898
BMW BANK N AMERICA CD	AT COST	95,000	91,041
BMW BANK N AMERICA CD	AT COST	50,000	49,391
CAPITAL ONE BANK CD	AT COST	50,000	49,485
CAPITAL ONE BANK CD	AT COST	50,000	49,538
CAPITAL ONE BANK CD	AT COST	50,000	49,855
CAPITAL ONE BANK CD	AT COST	50,000	49,984
CAPITAL ONE BANK CD	AT COST	50,000	49,826
CAPSTAR BANK CD	AT COST	50,000	49,986
CITY NATIONAL BANK CD	AT COST	50,000	49,886
CITY NATIONAL BANK CD	AT COST	50,000	50,094
CITYBANK CD	AT COST	100,000	100,555
COMENITY BANK CD	AT COST	50,000	49,960
COMERICA BANK CD	AT COST	100,000	99,824
DISCOVER BANK CD	AT COST	50,000	49,937
DISCOVER BANK CD	AT COST	100,000	99,506
DISCOVER BANK CD	AT COST	50,000	49,945
DISCOVER BANK CD	AT COST	50,000	49,813
FIRST NATIONAL BANK OMAHA CD	AT COST	50,000	49,697
FLAGSTAR BANK CD	AT COST	50,000	49,754
FLAGSTAR BANK CD	AT COST	50,000	50,043
JP MORGAN CHASE BANK CD	AT COST	100,000	97,578
LCA BANK CORP CD	AT COST	50,000	49,982
LOYAL TRUST BANK CD	AT COST	50,000	50,325
MANUF & TRADERS TR CD	AT COST	65,000	64,956
MANUF & TRADERS TR CD	AT COST	50,000	49,887
MEDALLION BANK CD	AT COST	100,000	99,987
MERRICK BANK CD	AT COST	50,000	48,988
MORGAN STANLKEY BANK CD	AT COST	50,000	49,960
MORGAN STANLEY BANK CD	AT COST	65,000	64,724
MORGAN STANLEY BANK CD	AT COST	50,000	49,885
MORGAN STANLEY BANK CD	AT COST	50,000	49,804
MORGAN STANLEY BANK CD	AT COST	100,000	99,812
MORGAN STANLEY BANK CD	AT COST	100,000	99,382
MORGAN STANLEY BANK CD	AT COST	50,000	49,784
NORTHERN BANK & TRUST CD	AT COST	50,000	50,024
NORTHERN BANK & TRUST CD	AT COST	50,000	50,080
OPTUM BANK CD	AT COST	50,000	50,138
SAFRA NATIONAL BANK CD	AT COST	100,000	95,842
SALLIE MAE BANK CD	AT COST	50,000	48,680
SALLIE MAE BANK CD	AT COST	50,000	49,629
SALLIE MAE BANK CD	AT COST	50,000	49,927
SIGNATURE BANK CD	AT COST	35,000	34,746
STATE BANK INDIA CD	AT COST	50,000	50,117
SYNCHRONY BANK CD	AT COST	95,000	95,407
SYNCHRONY BANK CD	AT COST	50,000	49,905
SYNCHRONY BANK CD	AT COST	100,000	100,769
TEXAS EXCHANGE BK CD	AT COST	45,000	44,135
TEXAS EXCHANGE BK CD	AT COST	100,000	97,693
TEXAS EXCHANGE BK CD	AT COST	100,000	97,056
TRADITIONS BANK CD	AT COST	100,000	100,242
UBS BANK CD	AT COST	15,000	14,962
UBS BANK CD	AT COST	150,000	144,928
UBS BANK CD	AT COST	30,000	29,960
UBS BANK CD	AT COST	50,000	49,408

- TIN:

TY 2023 OtherDecreasesSchedule

Name:

WILLIAM W WEIL FOUNDATION INC

C/O H JOHN FELDMAN ESQUIRE

EIN:

59-3227671

Description	Amount
CAPITAL GAINS	569,363

- TIN:

TY 2023 OtherExpensesSchedule

Name:

WILLIAM W WEIL FOUNDATION INC

C/O H JOHN FELDMAN ESQUIRE

EIN:

59-3227671

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
EXPENSES
STATE ANNUAL FEE	61	61