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
WEILER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)815 WEILER DR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
KNOXVILLE, IA50138
A Employer identification number

26-3865871
B Telephone number (see instructions)

(641) 780-2694
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$13,521,972J 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) 7,000,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 721 721  
4 Dividends and interest from securities... 163,118 163,118  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 224,554
b Gross sales price for all assets on line 6a 6,837,366
7 Capital gain net income (from Part IV, line 2)... 224,554
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........ 7,388,393 388,393  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,125 563   562
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
48,134 48,134   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
621 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,929 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 51,809 48,697   562
25 Contributions, gifts, grants paid....... 1,482,605 1,482,605
26 Total expenses and disbursements. Add lines 24 and 25 1,534,414 48,697   1,483,167
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 5,853,979
b Net investment income (if negative, enter -0-) 339,696
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 34,198 21,261 21,261
2 Savings and temporary cash investments.........   7,095,706 7,095,706
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 6,808,481 Click to see attachment
List of Attached Documents:
// Content
3,757,599 		3,757,599
c Investments—corporate bonds (attach schedule)....... 0 Click to see attachment
List of Attached Documents:
// Content
2,602,412 		2,602,412
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).......... 0 Click to see attachment
List of Attached Documents:
// Content
44,994 		44,994
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,842,679 13,521,972 13,521,972
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 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........... 6,842,679 13,521,972
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........    
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)..... 6,842,679 13,521,972
30 Total liabilities and net assets/fund balances (see instructions). 6,842,679 13,521,972
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
6,842,679
2
Enter amount from Part I, line 27a .....................
2
5,853,979
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
825,314
4
Add lines 1, 2, and 3 ..........................
4
13,521,972
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
13,521,972
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 PUBLICILY TRADED SECURITIES P    
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 6,837,366   6,612,812 224,554
b
c
d
e
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       224,554
b
c
d
e
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 2 224,554
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 4,722
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 4,722
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,722
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 8,603
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,603
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 3,881
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow3,881 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
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 arrowIA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowKATELYN FREESEMAN Telephone no.right arrow (641) 780-2694

Located atright arrow815 WEILER DRKNOXVILLEIA ZIP+4right arrow50138
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
KATELYN FREESEMAN SECRETARY/TR
0.00 		0 0 0
815 WEILER DR
KNOXVILLE,IA50138
JOEL WEILER VICE PRESIDENT
0.00 		0 0 0
815 WEILER DR
KNOXVILLE,IA50138
MEGAN GREEN PRESIDENT
0.00 		0 0 0
815 WEILER DR
KNOXVILLE,IA50138
PAT WEILER DIRECTOR
0.00 		0 0 0
815 WEILER DR
KNOXVILLE,IA50138
SHARON WEILER DIRECTOR
0.00 		0 0 0
815 WEILER DR
KNOXVILLE,IA50138
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
7,467,762
b
Average of monthly cash balances.......................
1b
14,566
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
7,482,328
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
7,482,328
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
112,235
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
7,370,093
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
368,505
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
368,505
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
4,722
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,722
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
363,783
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
363,783
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
363,783
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
1,483,167
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,483,167
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 7 363,783
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,483,167
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 363,783
e Remaining amount distributed out of corpus 1,119,384
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,119,384
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		1,119,384
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 1,119,384
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).)
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:
KATELYN FREESEMAN
815 WEILER DR
KNOXVILLE,IA50138
(641) 780-2694
bThe form in which applications should be submitted and information and materials they should include:
WRITTEN APPLICATION WITH FULL DISCLOSURE OF PURPOSE AND USE OF FUNDS.
cAny submission deadlines:
N/A - SUBMISSIONS ARE ACCEPTED CONTINUOUSLY
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
MUST BE USED IN ACCORDANCE WITH THEIR CHARITABLE PURPOSE.
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 CANCER SOCIETY

PO BOX 715
DES MOINES,IA50303 		NONE PC GENERAL SUPPORT 1,000

STEPPING STONES EARLY LEARNING CENTER

300 PANTHER DR
KNOXVILLE,IA50138 		NONE PC BREAKFAST WITH SANTA 1,000

YOUR LIFE MATTERS INC

1806 W LARSON ST
KNOXVILLE,IA50138 		NONE PC SUICIDE PREVENTION HORSE SHOW 300

CITY OF PELLA - PELLA REC

825 BROADWAY
PELLA,IA50219 		NONE PC GENERAL SUPPORT 50,000

COLUMBIA COLLEGE

1001 ROGERS STREET
COLUMBIA,MO65216 		NONE PC SCHOLARSHIPS 1,000

CONSTRUCTION ANGELS

2436 N FEDERAL HWY SUITE 313
LIGHTHOUSE POINT,FL33064 		NONE PC GENERAL SUPPORT 6,000

CYCLONE POWER PULLERS CLUB

1209 SUKUP HALL
AMES,IA50011 		NONE PC GENERAL SUPPORT 2,500

DES MOINES PERFORMING ARTS

221 WALNUT ST
DES MOINES,IA50309 		NONE PC GENERAL SUPPORT 8,000

DMACC

1100 7TH STREET
DES MOINES,IA50314 		NONE PC SCHOLARSHIPS 2,000

HABITAT FOR HUMANITY OF MARION COUNTY

2004 HEMPSTEAD DR
PELLA,IA50219 		NONE PC GENERAL SUPPORT 10,000

INDIAN HILLS

525 GRANDVIEW AVENUE
OTTUMWA,IA52501 		NONE PC SCHOLARSHIPS 2,000

IOWA STATE UNIVERSITY

0210 BEARDSHEAR HALL
AMES,IA50011 		NONE PC SCHOLARSHIPS 3,000

KNOXVILLE CHILDCARE SOLUTIONS FUND - KNOXVILLE CHAMBER OF COMMERCE

107 E MAIN ST
KNOXVILLE,IA50138 		NONE PC GENERAL SUPPORT 50,000

KNOXVILLE FEDERATED GARDEN CLUB

1017 N LINCOLN ST
KNOXVILLE,IA50138 		NONE PC GENERAL SUPPORT 5,000

KNOXVILLE HIGH SCHOOL

418 SOUTH PARK LANE DR
KNOXVILLE,IA50138 		NONE PC GENERAL SUPPORT 3,000

KNOXVILLE HOSPITAL & CLINICS FOUNDATION

1002 SOUTH LINCOLN STREET
KNOXVILLE,IA50138 		NONE PC GENERAL SUPPORT 1,000,000

KNOXVILLE PUBLIC LIBRARY BUILDING FUND

213 E MONTGOMERY
KNOXVILLE,IA50138 		NONE PC GENERAL SUPPORT 106,665

KNOXVILLE PUBLIC SCHOOL

1811 W MADISON ST
KNOXVILLE,IA50138 		NONE PC GENERAL SUPPORT 100,000

KNOXVILLE SENIOR CENTER

308 E MONTGOMERY ST
KNOXVILLE,IA50138 		NONE PC GENERAL SUPPORT 5,000

MELCHER-DALLAS DOLLARS FOR SCHOLARS

PO BOX 441
MELCHER DALLAS,IA50163 		NONE PC GENERAL SUPPORT 1,000

PELLA COMMUNITY FOOD SHELF

PO BOX 465
PELLA,IA50219 		NONE PC GENERAL SUPPORT 15,000

PLEASANTVILLE SPORTS ASSOCIATION

12486 S31 HWY
MILO,IA50166 		NONE PC GENERAL SUPPORT 5,000

PRENTICE VOLUNTEER FIRE DEPT

LIONS PARK SOUTH ST
PRENTICE,WI54556 		NONE PC GENERAL SUPPORT 500

ROTARY DISTRICT HEF INC

PO BOX 122
PELLA,IA50219 		NONE PC GENERAL SUPPORT 4,500

STEPPING STONES EARLY LEARNING CENTER

300 PANTHER DR
KNOXVILLE,IA50138 		NONE PC GENERAL SUPPORT 50,000

THE DOLLYWOOD FOUNDATION

111 E MAIN ST 2ND FLOOR
SEVIERVILLE,TN37862 		NONE PC GENERAL SUPPORT 2,500

THE DOLLYWOOD FOUNDATION

111 E MAIN ST 2ND FLOOR
SEVIERVILLE,TN37862 		NONE PC GENERAL SUPPORT 2,640

THE FOUNDATION OF COMMUNITY HOSPICE & PALLIATIVE CARE

4266 SUNBEAM RD
JACKSONVILLE,FL32257 		NONE PC GENERAL SUPPORT 5,000

THE WELL - KNOXVILLE

404 W PLEASANT ST
KNOXVILLE,IA50318 		NONE PC GENERAL SUPPORT 15,000

TWIN CEDARS DOLLARS FOR SCHOLARS

PO BOX 212
BUSSEY,IA50044 		NONE PC GENERAL SUPPORT 1,000

UNITED WAY OF MARION COUNTY INC

PO BOX 577
KNOXVILLE,IA50138 		NONE PC GENERAL SUPPORT 10,000

UNIVERSITY OF NORTHERN IOWA

105 GILCHRIST HALL
CEDAR FALLS,IA50614 		NONE PC SCHOLARSHIPS 4,000

DIOCESE OF DAVENPORT

780 WEST CENTRAL PARK AVE
DAVENPORT,IA52804 		NONE PC UPON THIS ROCK CAMPAIGN 10,000
Total .................................right arrow 3a 1,482,605
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 721  
4 Dividends and interest from securities ....     14 163,118  
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 ............ 		    18 224,554  
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) .. 0 388,393 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
388,393
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
WEILER FOUNDATION
 
Employer identification number

26-3865871
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
WEILER FOUNDATION
  		Employer identification number
26-3865871
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
WEILER INC
 
815 WEILER DR
 
KNOXVILLE, IA50138

$ 7,000,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
WEILER FOUNDATION
  		Employer identification number

26-3865871
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
WEILER FOUNDATION
  		Employer identification number

26-3865871
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
WEILER FOUNDATION
EIN:
26-3865871
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREP 1,125 563   562

TY 2023 InvestmentsCorpBondsSchedule
Name:
WEILER FOUNDATION
EIN:
26-3865871
Name of Bond End of Year Book Value End of Year Fair Market Value
US TREASURY NT 47,982 47,982
US TREASURY NT 72,469 72,469
US TREASURY NT 104,019 104,019
US TREASURY NT 23,082 23,082
US TREASURY NT 15,295 15,295
US TREASURY 125,653 125,653
US TREASURY NT 130,531 130,531
US TREASURY 39,828 39,828
US TREASURY 174,099 174,099
US TREASURY 49,887 49,887
US TREASURY 28,591 28,591
PRIVATE EXPORT 28,132 28,132
PRIVATE EXPORT 46,345 46,345
FHLB 58,231 58,231
TRINITY 22,620 22,620
CBOE GLOBAL MARK 25,192 25,192
KEYCORP 17,045 17,045
AMERICAN WATER C 29,299 29,299
AMPHENOL CORP 22,903 22,903
PNC FINL SVCS GR 19,262 19,262
MICRON TECHNOLO 19,525 19,525
NETAPP INC 21,252 21,252
COMCAST CORP 22,741 22,741
CROWN CASTLE INC 21,578 21,578
M.D.C HOLDINGS 26,895 26,895
BROWN & BROWN 22,193 22,193
MOTOROLA 21,363 21,363
AT&T INC 27,126 27,126
AUTONATION, INC. 22,483 22,483
AON CORP / AON G 21,293 21,293
FHLMC G18527 16,209 16,209
FHLMC G18557 11,788 11,788
FNMA PL 890696 20,146 20,146
FHLMC ZS8615 25,353 25,353
FNMA PL BC6175 8,409 8,409
FNMA PL MA0908 38,528 38,528
FHLMC G18714 14,328 14,328
FNMA PL AL7077 23,376 23,376
FHLMC SB8057 19,679 19,679
FNMA PL MA2354 13,609 13,609
FNMA PL MA4155 16,162 16,162
FHLMC C91914 14,502 14,502
FNMA PL MA3279 22,917 22,917
FHLMC ZA2499 14,799 14,799
FNMA PL 995245 7,958 7,958
FHLMC C09004 11,413 11,413
FNMA PL AL5123 12,782 12,782
FNMA PL FM8426 14,065 14,065
FHLMC G08669 6,024 6,024
FHLMC G08697 13,072 13,072
FNMA PL FM1719 7,530 7,530
FNMA PL FM1000 17,779 17,779
FNMA PL AS9760 31,430 31,430
FNMA PL MA3277 13,378 13,378
GNMA PL MA5019M 7,318 7,318
GNMA PL MA5137M 5,016 5,016
FNMA PL MA3385 23,247 23,247
FNMA PL FM8384 17,863 17,863
GNMA PL MA5654M 2,254 2,254
GNMA PL MA5709M 7,469 7,469
FNMA PL MA3664 6,668 6,668
FNMA PL CA5385 6,130 6,130
FNMA PL FM4459 12,848 12,848
FNMA PL MA4049 10,006 10,006
GNMA PL MA6710M 14,664 14,664
FNMA PL CA6409 24,429 24,429
FNMA PL FM6818 9,555 9,555
FHLMC SD8091 21,169 21,169
FNMA PL FM9895 17,156 17,156
FHLMC SD0780 22,357 22,357
FNMA PL FS1931 19,815 19,815
FHLMC 14,734 14,734
FHLMC 5,751 5,751
CARMAX AUTO OWNER 4,087 4,087
FHLMC 20,881 20,881
FEDERAL HOME LN 20,018 20,018
FHLMC 40,244 40,244
FHLMC 19,108 19,108
MORGAN STANLEY 547,475 547,475

TY 2023 InvestmentsCorpStockSchedule
Name:
WEILER FOUNDATION
EIN:
26-3865871
Name of Stock End of Year Book Value End of Year Fair Market Value
AT&T INC 20,136 20,136
ABBOTT LABORATORIES 14,720 14,720
ABBVIE INC 24,237 24,237
ACCENTURE PLC 5,965 5,965
ACV AUCTIONS INC 6,908 6,908
ADOBE INC 32,216 32,216
ADVANCED MICRO DEVICE IN 25,944 25,944
ADYEN N V 6,569 6,569
AEROVIRONMENT INC 12,604 12,604
ALCON INC 12,734 12,734
ALLSTATE CORP 5,017 5,017
ALNYLAM PHARMACEUTL 9,762 9,762
ALPHABET INC. 79,763 79,763
ALPHABET INC. 30,018 30,018
ALTRIA GROUP INC 12,116 12,116
AMAZON.COM INC 139,329 139,329
AMERISAFE INC 4,471 4,471
AMGEN INC. 36,966 36,966
AMN HEALTHCARE SRVCS 5,466 5,466
APPLE INC 232,654 232,654
ARCH CAP GROUP LTD 4,828 4,828
ARROWHEAD PHARMA INC 6,610 6,610
AUTODESK INC 18,748 18,748
AXSOME THERAPEUTICS INC. 6,924 6,924
AZENTA INC 11,530 11,530
BALL CORP 26,956 26,956
BANK OF AMERICA CORP 17,455 17,455
BANK OF NY MELLON CO 5,335 5,335
BERKSHIRE HATHAWAY 15,693 15,693
BRADY CORP 6,094 6,094
BRISTOL-MYERS SQUIBB 11,829 11,829
BROADCOM INC 56,968 56,968
C H ROBINSON WORLDWD 5,173 5,173
C S G SYSTEMS INTL 4,402 4,402
CANADIAN PACIFIC KANSA F 11,543 11,543
CBIZ INC 6,509 6,509
CBOE GLOBAL MKTS INC 6,884 6,884
CHAMPIONX CORP 7,314 7,314
CHARLES SCHWAB CORP 16,650 16,650
CHART INDUSTRIES INC 6,953 6,953
CHEVRON CORP 24,077 24,077
CHORD ENERGY CORP 5,153 5,153
CISCO SYSTEMS INC 39,552 39,552
COMCAST CORP 27,814 27,814
COMMVAULT SYSTEMS 5,510 5,510
CONSOLIDATED EDISON 4,549 4,549
COSTCO WHOLESALE CO 35,254 35,254
DASSAULT SYSTEM S A 9,559 9,559
DEXCOM INC 22,708 22,708
DIAMONDBACK ENERGY 5,738 5,738
DOLLAR GENERAL CORP 5,476 5,476
DOMINION ENERGY INC 4,943 4,943
DUOLINGO INC 7,940 7,940
EMPLOYERS HOLDINGS 4,295 4,295
ESTABLISH LABS HLDG IN F 8,155 8,155
EVENTBRITE INC 4,891 4,891
EVEREST GROUP LTD 4,684 4,684
EVERGY INC 5,088 5,088
EXLSERVICE HOLDINGS 4,319 4,319
EXPEDIA GROUP INC. 30,358 30,358
EXPONENT INC 4,275 4,275
EXXON MOBIL CORP 31,819 31,819
FARFETCH LTD 6 6
FLUTTER ENTERTAINMENT 23,976 23,976
FRESH DEL MONTE PROD 4,862 4,862
GENERAC HOLDINGS INC 9,305 9,305
GENERAL DYNAMICS CO 5,048 5,048
GENERAL MILLS INC 4,625 4,625
GENMAB A/S 5,381 5,381
GILEAD SCIENCES INC 26,377 26,377
GOOSEHEAD INSURANCE INC 5,912 5,912
HAEMONETICS CORP 6,670 6,670
HANOVER INSURANCE 4,706 4,706
HOME DEPOT INC 26,537 26,537
HORACE MANN EDUCATOR 5,645 5,645
HORMEL FOODS CORP 5,169 5,169
HOULIHAN LOKEY INC 6,493 6,493
I C F INTERNTNL 6,324 6,324
IBERDROLA S A 10,080 10,080
IBM CORP 15,210 15,210
ILLUMINA INC 10,304 10,304
IMMUNOCORE HLDGS PLC 3,279 3,279
INARI MED INC 6,167 6,167
INFINEON TECH AG 6,278 6,278
INTEL CORP 28,850 28,850
INTUIT INC 24,508 24,508
INTUITIVE SURGICAL 31,374 31,374
J M SMUCKER CO 5,173 5,173
JACOBS SOLUTIONS INC 4,673 4,673
JFROG LTD 7,580 7,580
JOHNSON & JOHNSON 36,374 36,374
JPMORGAN CHASE & CO 36,177 36,177
KELLY SERVICES INC 6,087 6,087
KIMBERLY CLARK CORP 4,369 4,369
KONINKLIJKE PHILIPS N 4,666 4,666
KRYSTAL BIOTECH INC 8,064 8,064
L OREAL 15,420 15,420
LA-Z-BOY INC 7,639 7,639
LANCASTER COLONY CO 4,378 4,378
LILLY ELI & CO 17,776 17,776
LOCKHEED MARTIN CORP 4,625 4,625
LONZA GROUP AG 7,829 7,829
MARAVAI LIFESCIENCES HLD 3,164 3,164
MATCH GROUP INC NEW 8,432 8,432
MC GRATH RENTCORP 5,853 5,853
MCDONALDS CORP 12,125 12,125
MEDTRONIC PLC 4,860 4,860
MERCADOLIBRE INC 11,001 11,001
MERCK & CO. INC. 23,927 23,927
META PLATFORMS INC 68,314 68,314
MGE ENERGY INC 5,027 5,027
MICROSOFT CORP 263,626 263,626
MODERNA INC 14,321 14,321
MONDELEZ INTL 8,857 8,857
MORGAN STANELY 10,263 10,263
MURPHY USA INC 6,418 6,418
N B T BANCORP INC 4,859 4,859
NEOGEN CORP 5,108 5,108
NESTLE S A 8,210 8,210
NETFLIX INC 46,740 46,740
NEW YORK TIMES 6,859 6,859
NEXTERA ENERGY INC 4,955 4,955
NIDEC CORP 6,233 6,233
NINTENDO LTD 12,211 12,211
NTNL HEALTHCARE 5,211 5,211
NTNL PRESTO INDS 5,615 5,615
NVIDIA CORP 65,911 65,911
O S I SYSTEMS INC 5,291 5,291
OCCIDENTAL PETROL CO 12,479 12,479
ORACLE CORP 6,102 6,102
OTTER TAIL CORP 6,532 6,532
PACCAR INC 7,219 7,219
PEPSICO INC 42,602 42,602
PFIZER INC 21,175 21,175
PIEDMONT LITHIUM INC 4,291 4,291
PINTEREST INC 16,186 16,186
PORTLAND GENERL ELEC 4,423 4,423
PREMIER INC 4,352 4,352
PRESTIGE CONSUMER 4,530 4,530
PROCORE TECHNOLOGIES INC 9,760 9,760
PROCTOR & GAMBLE 27,652 27,652
PROGRESSIVE CO OHIO 17,081 17,081
PROVIDENT FINL 4,340 4,340
QCR HOLDINGS INC 5,745 5,745
QUALCOMM INC 17,584 17,584
QUANTERIX CORP 10,444 10,444
R B C BEARINGS INC 6,268 6,268
RENTOKIL INITIAL PLC 9,470 9,470
RIO TINTO PLC 10,850 10,850
ROBLOX CORP 6,355 6,355
ROCHE HLDG AG 7,753 7,753
RUSH ENTERPRISES 5,852 5,852
S&P GLOBAL INC 13,351 13,351
SAFETY INSURANCE GRP 4,550 4,550
SCOTTS MIRACLE GRO CO 6,638 6,638
SERVICE CORP INTL 4,924 4,924
SERVICE NOW INC 15,543 15,543
SHELL PLC 12,309 12,309
SHOPIFY INC 12,386 12,386
SNOWFLAKE INC 23,482 23,482
SONY GROUP CORP 11,079 11,079
SOUTHERN CO 9,126 9,126
SOUTHSTATE CORP 5,298 5,298
SPIRE INC 4,387 4,387
SPOTIFY TECHNOLOGY 17,664 17,664
STANDARD MOTOR PRODS 5,502 5,502
STARBUCKS CORP 17,569 17,569
STEPAN CO 5,653 5,653
STEWART INFORMATION SVCS 6,558 6,558
T ROWE PRICE GROUP 4,898 4,898
T-MOBILE US INC 28,979 28,979
TAIWAN SEMICONDUCTR 8,216 8,216
TAKE TWO INTERACTV 14,003 14,003
TENCENT HOLDINGS 8,087 8,087
TESLA INC 50,690 50,690
TEXAS INSTRUMENTS 24,338 24,338
THALES SA 10,338 10,338
THE CIGNA GROUP 4,572 4,572
THE COCA-COLA CO 15,016 15,016
TRAVELERS COMPANIES 4,845 4,845
UBER TECHNOLOGIES INC 16,254 16,254
UFP TECHNOLOGIES INC 5,849 5,849
UNIFIRST CORP 4,598 4,598
UNION PACIFIC CORP 13,557 13,557
UNITED PARCEL SRVC 9,748 9,748
UNITEDHEALTH GRP INC 31,018 31,018
UNITY SOFTWARE INC 5,357 5,357
VAIL RESORTS INC 4,696 4,696
VARONIS SYS INC 8,739 8,739
VERISK ANALYTICS INC 15,135 15,135
VERIZON COMMUNICATN 32,207 32,207
VISA INC 6,036 6,036
VOLKSWAGEN A G 4,102 4,102
W R BERKLEY CORP 4,699 4,699
WAFD INC 5,017 5,017
WALMART INC 18,813 18,813
WALT DISNEY CO 14,898 14,898
WASTE CONNECTIONSINC 11,643 11,643
WASTE MANAGEMENT INC 6,559 6,559
WEIS MARKETS INC 4,556 4,556
WERNER ENTERPRISES 4,878 4,878
WILEY & SONS INC JOHN 4,780 4,780
WOLFSPEED INC 5,700 5,700
ZILLOW GROUP INC 5,956 5,956
ZOETIS INC 13,149 13,149
10X GENOMICS INC 6,715 6,715
ALPHABET INC. 11,036 11,036
AMDOCS LIMITED 8,701 8,701
BANK OF NY MELLON CO 4,581 4,581
BLACKROCK INC 5,849 5,849
BRISTOL-MYERS SQUIBB 5,702 5,702
CHARLES SCHWAB CORP 7,499 7,499
CHEVRON CORP 5,735 5,735
CISCO SYSTEMS INC 7,083 7,083
CLOROX CO 6,987 6,987
COGNIZANT TECH SOLU 8,839 8,839
COTERRA ENERGY INC 4,874 4,874
CVS HEALTH CORP 4,727 4,727
GOLDMAN SACHS GROUP 7,550 7,550
HOME DEPOT INC 6,042 6,042
IBM CORP 8,386 8,386
INTERPUBLIC GRP COS 5,791 5,791
JPMORGAN CHASE & CO 11,117 11,117
KINDER MORGAN INC 5,453 5,453
LANDSTAR SYS INC 6,430 6,430
LOWES COMPANIES INC 4,764 4,764
MASCO CORP 6,430 6,430
MERCK & CO. INC. 5,228 5,228
META PLATFORMS INC 18,760 18,760
MORGAN STANELY 6,681 6,681
NTNL FUEL GAS CO 6,026 6,026
NUTRIEN LTD 4,451 4,451
O G E ENERGY CP HLDG 4,303 4,303
OWENS CORNING FIBERGLAS 8,449 8,449
PAYPAL HOLDINGS INCORPOR 3,623 3,623
QUALCOMM INC 6,827 6,827
S E I INVESTMENTS CO 7,231 7,231
TARGET CORP 7,691 7,691
THE MOSAIC CO 4,824 4,824
UNITED PARCEL SRVC 5,393 5,393
WERNER ENTERPRISES 4,533 4,533
WILLIAMS SONOMA 10,493 10,493
SPDR BLOOMBERG 20,837 20,837
FLBL X FND GLB X NSDQ 12,936 12,936
GLOBAL X US PREFERRED 6,363 6,363
ISHARES BROAD USD HG YLD 10,360 10,360
ISHARES CORE DIVIDEND 26,749 26,749
ISHARES CORE US VALUE 27,829 27,829
JPMORGAN U.S. VALUE 16,589 16,589
SCHWAB US DIVIDEND 33,269 33,269
VANECK MORNINGSTAR WIDE 6,959 6,959
VANGUARD INTERNATNL HGH 10,505 10,505
VANGUARD SHORT-TERM BOND 8,780 8,780
VANGUARD VALUE ETF 22,575 22,575
VGRD STC ETF DV 12,689 12,689
WISDOMTREE EMRG MRKT HG 6,631 6,631
WISDOMTREE US HIGH YIELD 18,123 18,123
WISDOMTREE YIELD ENHNC U 19,677 19,677
WISDOMTREE US HIGH YIELD 19,477 19,477

TY 2023 InvestmentsOtherSchedule2
Name:
WEILER FOUNDATION
EIN:
26-3865871
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
COPT DEFENSE PROPERTIES REIT FMV 4,910 4,910
DIGITAL REALTY TRUST REIT FMV 6,679 6,679
GETTY REALTY CORP REIT FMV 4,232 4,232
LTC PROPERTIES INC REIT FMV 4,545 4,545
MID AMERICA APARTMENT CO REIT FMV 4,472 4,472
NTNL HEALTH INVE REIT FMV 5,293 5,293
PHYSICIANS REALTY TR REIT FMV 4,580 4,580
PUBLIC STORAGE REIT FMV 5,403 5,403
PUBLIC STORAGE REIT FMV 4,880 4,880

TY 2023 OtherExpensesSchedule
Name:
WEILER FOUNDATION
EIN:
26-3865871
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSES 1,929 0   0


TY 2023 OtherIncreasesSchedule
Name:
WEILER FOUNDATION
EIN:
26-3865871
Description Amount
UNREALIZED GAIN/LOSS 825,314


TY 2023 OtherProfessionalFeesSchedule
Name:
WEILER FOUNDATION
EIN:
26-3865871
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 48,134 48,134   0


TY 2023 TaxesSchedule
Name:
WEILER FOUNDATION
EIN:
26-3865871
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN WH 621 0   0