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
THE CANDACE AND RICHARD S WEEKS FAMILY
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)132 LEES HILL ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BASKING RIDGE, NJ07920
A Employer identification number

27-6374990
B Telephone number (see instructions)

(973) 285-1657
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$8,456,858J 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) 6,967,643
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 40,951 40,951  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 470,455
b Gross sales price for all assets on line 6a 4,160,186
7 Capital gain net income (from Part IV, line 2)... 2,142,680
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
109 0  
12 Total. Add lines 1 through 11........ 7,479,158 2,183,631  
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).......        
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).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 0 0   0
25 Contributions, gifts, grants paid....... 433,500 433,500
26 Total expenses and disbursements. Add lines 24 and 25 433,500 0   433,500
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 7,045,658
b Net investment income (if negative, enter -0-) 2,183,631
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............. 30,895 2,916 2,916
2 Savings and temporary cash investments.........   3,481,104 3,481,104
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) 0 Click to see attachment
List of Attached Documents:
// Content
887,356 		887,741
b Investments—corporate stock (attach schedule)....... 1,354,560 Click to see attachment
List of Attached Documents:
// Content
3,442,767 		3,471,225
c Investments—corporate bonds (attach schedule)....... 0 Click to see attachment
List of Attached Documents:
// Content
284,580 		286,318
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
332,390 		327,554
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) 1,385,455 8,431,113 8,456,858
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...........    
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 1,385,455 8,431,113
29 Total net assets or fund balances (see instructions)..... 1,385,455 8,431,113
30 Total liabilities and net assets/fund balances (see instructions). 1,385,455 8,431,113
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
1,385,455
2
Enter amount from Part I, line 27a .....................
2
7,045,658
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
8,431,113
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
8,431,113
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 600 SHARES APPLE INC. CMN   2015-12-14 2023-12-07
b 70 SHARES APPLE INC. CMN   2016-04-22 2023-12-07
c 1,130 SHARES APPLE INC. CMN   2016-04-22 2023-12-08
d 200 SHARES APPLE INC. CMN   2016-07-12 2023-12-08
e 351 SHARES MICROSOFT CORPORATION CMN   2013-03-15 2023-12-07
649 SHARES MICROSOFT CORPORATION CMN   2013-03-15 2023-12-08
200 SHARES ASML HOLDING N.V. ADR CMN   2016-01-05 2023-12-08
200 SHARES ASML HOLDING N.V. ADR CMN   2016-01-07 2023-12-08
300 SHARES ASML HOLDING N.V. ADR CMN   2017-02-21 2023-12-08
6,695 SHARES VANGUARD VALUE INDEX MUTUAL FUND CLASS. ADM   2017-03-13 2023-12-08
156 SHARES VANGUARD VALUE INDEX MUTUAL FUND CLASS. ADM   2017-03-23 2023-12-08
154 SHARES VANGUARD VALUE INDEX MUTUAL FUND CLASS. ADM   2017-06-22 2023-12-08
182 SHARES VANGUARD VALUE INDEX MUTUAL FUND CLASS. ADM   2017-09-21 2023-12-08
164 SHARES VANGUARD VALUE INDEX MUTUAL FUND CLASS. ADM   2017-12-20 2023-12-08
153 SHARES VANGUARD VALUE INDEX MUTUAL FUND CLASS. ADM   2018-03-21 2023-12-08
161 SHARES VANGUARD VALUE INDEX MUTUAL FUND CLASS. ADM   2018-06-21 2023-12-08
178 SHARES VANGUARD VALUE INDEX MUTUAL FUND CLASS. ADM   2018-09-27 2023-12-08
183 SHARES VANGUARD VALUE INDEX MUTUAL FUND CLASS. ADM   2018-12-21 2023-12-08
172 SHARES VANGUARD VALUE INDEX MUTUAL FUND CLASS. ADM   2019-03-27 2023-12-08
160 SHARES VANGUARD VALUE INDEX MUTUAL FUND CLASS. ADM   2019-06-26 2023-12-08
123 SHARES VANGUARD VALUE INDEX MUTUAL FUND CLASS. ADM   2019-09-13 2023-12-08
127 SHARES VANGUARD VALUE INDEX MUTUAL FUND CLASS. ADM   2019-12-23 2023-12-08
150 SHARES VANGUARD VALUE INDEX MUTUAL FUND CLASS. ADM   2020-03-25 2023-12-08
134 SHARES VANGUARD VALUE INDEX MUTUAL FUND CLASS. ADM   2020-06-24 2023-12-08
120.18 SHARES VANGUARD VALUE INDEX MUTUAL FUND CLASS. ADM   2020-09-24 2023-12-08
99 SHARES VANGUARD VALUE INDEX MUTUAL FUND CLASS. ADM   2020-12-23 2023-12-08
72 SHARES VANGUARD VALUE INDEX MUTUAL FUND CLASS. ADM   2021-03-24 2023-12-08
72 SHARES VANGUARD VALUE INDEX MUTUAL FUND CLASS. ADM   2021-06-23 2023-12-08
10,207 SHARES VANGUARD VALUE INDEX MUTUAL FUND CLASS. ADM   2016-08-12 2023-12-27
255 SHARES VANGUARD VALUE INDEX MUTUAL FUND CLASS. ADM   2016-12-07 2023-12-27
14,236 SHARES VANGUARD VALUE INDEX MUTUAL FUND CLASS. ADM   2017-04-05 2023-12-27
9,725 SHARES VANGUARD VALUE INDEX MUTUAL FUND CLASS. ADM   2018-05-11 2023-12-27
9 SHARES VANGUARD S&P. ETF   2023-12-08 2023-12-12
721 SHARES VANGUARD FTSE EMERGING MKTS. ETF   2023-12-08 2023-12-27
199 SHARES VANGUARD INDEX FUNDS VANGUAR SMALL CAP GROWTH. ETF   2023-12-08 2023-12-27
265 SHARES VANGUARD INDEX FUNDS VANGUAR SMALL CAP VALUE. ETF   2023-12-08 2023-12-27
3,417 SHARES VANGUARD TOTAL BOND MARKET. ETF   2023-12-08 2023-12-27
(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 116,490   16,490 100,000
b 13,591   1,838 11,753
c 219,806   29,665 190,141
d 38,904   4,863 34,041
e 130,248   9,839 120,409
241,536   18,191 223,345
139,618   17,294 122,324
139,618   16,492 123,126
209,428   37,581 171,847
376,528   255,945 120,583
8,762   5,956 2,806
8,637   5,871 2,766
10,237   6,959 3,278
9,229   6,274 2,955
8,601   5,847 2,754
9,074   6,168 2,906
10,037   6,823 3,214
10,313   7,010 3,303
9,660   6,567 3,093
8,989   6,110 2,879
6,933   4,713 2,220
7,122   4,841 2,281
8,444   5,740 2,704
7,548   5,131 2,417
6,759   4,594 2,165
5,571   3,787 1,784
4,077   2,771 1,306
4,072   2,768 1,304
595,480   339,170 256,310
14,877   8,473 6,404
830,534   473,049 357,485
567,372   323,159 244,213
3,831   3,787 44
29,335   28,959 376
48,788   44,652 4,136
48,169   44,941 3,228
251,968   245,188 6,780
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       100,000
b       11,753
c       190,141
d       34,041
e       120,409
      223,345
      122,324
      123,126
      171,847
      120,583
      2,806
      2,766
      3,278
      2,955
      2,754
      2,906
      3,214
      3,303
      3,093
      2,879
      2,220
      2,281
      2,704
      2,417
      2,165
      1,784
      1,306
      1,304
      256,310
      6,404
      357,485
      244,213
      44
      376
      4,136
      3,228
      6,780
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 2,142,680
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 30,352
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 30,352
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 30,352
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 769
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 10,769
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 10
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 19,593
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
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 arrow
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 .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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 instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
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 arrowTHE FOUNDATION Telephone no.right arrow (973) 285-1657

Located atright arrow132 LEES HILL ROADBASKING RIDGENJ ZIP+4right arrow07920
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
CANDACE C WEEKS TRUSTEE
1.00 		0 0 0
132 LEES HILL ROAD
BASKING RIDGE,NJ07920
ALEXANDRA E WEEKS TRUSTEE
1.00 		0 0 0
133 WEST 17TH STREET APT 5A
NEW YORK,NY10011
KATHERINE W KONIALIAN TRUSTEE
1.00 		0 0 0
140 THOMPSON ST APT 3F
NEW YORK,NY10012
RICHARD M WEEKS TRUSTEE
1.00 		0 0 0
132 LEES HILL ROAD
BASKING RIDGE,NJ07920
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
1,845,269
b
Average of monthly cash balances.......................
1b
186,908
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,032,177
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
2,032,177
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
30,483
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,001,694
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
100,085
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
100,085
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
30,352
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
30,352
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
69,733
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
69,733
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
69,733
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
433,500
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
433,500
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 69,733
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...... 45,568
b From 2019...... 136,565
c From 2020...... 208,183
d From 2021...... 156,129
e From 2022...... 75,508
f Total of lines 3a through e ........ 621,953
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 433,500
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..... 69,733
e Remaining amount distributed out of corpus 363,767
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 5 985,720
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) ... 		45,568
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		940,152
10 Analysis of line 9:
a Excess from 2019.... 136,565
b Excess from 2020.... 208,183
c Excess from 2021.... 156,129
d Excess from 2022.... 75,508
e Excess from 2023.... 363,767
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
CANDACE C WEEKS
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

AUTISM RESEARCH INSTITUTE

4182 ADAMS AVENUE
SAN DIEGO,CA92116 		NONE PC CONDUCTS RESEARCH AND DISSEMINATES THE RESULTS OF RESEARCH ON THE CAUSES OF AUTISM AND METHODS OF PREVENTING DIAGNOSING AND TREATING AUTISM. 10,000

BOYS & GIRLS CLUB OF NEWARK NJ

500 BROAD STREET
NEWARK,NJ07012 		NONE PC PROVIDES OPPORTUNITIES FOR YOUTH THAT EMPOWERS THEM TO SUCCEED AND EXCEL AS CONTRIBUTING MEMBERS OF SOCIETY. 50,000

BRADY UROLOGICAL CENTER

525 EAST 68TH STREET
NEW YORK,NY10065 		NONE PC RESEARCH IN THE FIELD OF UROLOGY AND TRAINING OF FUTURE UROLOGICAL SPECIALISTS. 55,000

CENTRAL PARK CONSERVATORY

14 EAST 60TH STREET
NEW YORK,NY10022 		NONE PC TO RESTORE, MANAGE, AND ENHANCE CENTRAL PARK IN PARTNERSHIP WITH THE PUBLIC. 1,000

CHURCHILL SCHOOL AND CENTER

301 EAST 29TH STREET
NEW YORK,NY10016 		NONE PC TO HELP CHILDREN WITH LANGUAGE BASED LEARNING DISABILITIES REALIZE THEIR FULL POTENTIAL BY BUILDING UPON THEIR STRENGTHS. 15,000

DOCTORS WITHOUT BORDERS USA INC

PO BOX 5023
HAGERSTOWN,MD21741 		NONE PC PROVIDE MEDICAL HUMANITARIAN AID TO PEOPLE IMPACTED BY CONFLICT, NATURAL DISASTERS, EPIDEMICS AND MORE. 10,000

GOLDMAN SACHS PHILANTHROPY FUND

100 COLISEUM DRIVE
COHOES,NY12047 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 123,000

HAWAII COMMUNITY FOUNDATION

827 FORT STREET MALL
HONOLULU,HI96813 		NONE PC MAUI STRONG FUND. 5,000

HOMELESS SOLUTIONS

1 JEAN STREET
MORRISTOWN,NJ07960 		NONE PC SHELTER AND SUPPORTIVE HOUSING TO HOMELESS AND LOW INCOME PEOPLE. 25,000

INTERNATIONAL RESCUE COMMITTEE

122 EAST 42ND STREET
NEW YORK,NY10168 		NONE PC SUPPORT THE MISSION OF THE IRC TO HELP PEOPLE WHOSE LIVES AND LIVELIHOODS ARE SHATTERED BY CONFLICT AND DISASTER TO SURVIVE, RECOVER AND GAIN CONTROL OF THEIR FUTURE. 25,000

KEMMERER LIBRARY HARDING TOWNSHIP

19 BLUE MILL ROAD
NEW VERNON,NJ07976 		NONE PC COMMUNITY BASED ASSOCIATION LIBRARY. IT'S MISSION IS DEFINED AS THE DELIVERY OF RESOURCES, PROGRAMS, AND SERVICES TO SERVE AND ENRICH THE INTELLECTUAL, CULTURAL, AND EDUCATIONAL NEEDS OF HARDING TOWNSHIP'S INTERGENERATIONAL COMMUNITY. 500

NEW YORK PUBLIC LIBRARY

445 FIFTH AVENUE
NEW YORK,NY10016 		NONE PC SUPPORT ALLOWS THE LIBRARY TO MAINTAIN CORE AREAS OF SERVICE TO THE PUBLIC, FROM PROVIDING BOOKS AND OTHER MATERIALS IN NEIGHBORHOOD BRANCHES AND RESEARCH COLLECTIONS TO DEVELOPING IMPORTANT DIGITAL TECHNOLOGY. 2,000

NEWARK PUBLIC LIBRARY

5 WASHINGTON STREET
NEWARK,NJ07102 		NONE PC TO NURTURE NEWARK'S YOUTH AND FAMILIES, CONTRIBUTE TO THE PERSONAL GROWTH AND WELL-BEING OF ALL NEWARKERS, STRENGTHEN DIGITAL LITERACY SKILLS FOR ALL, ENHANCE AND PROMOTE NEWARK PUBLIC LIBRARY'S DISTINCTIVE SPECIAL COLLECTIONS. 1,000

NOURISH NJ

57 E PARK PLACE
MORRISTOWN,NJ07960 		NONE PC CREATES LASTING SOLUTIONS TO THE PROBLEMS OF HUNGER, HOMELESSNESS AND PROVERTY. 5,000

PLANNED PARENTHOOD OF CENTRAL AND NORTHERN NJ

196 SPEEDWELL AVE
MORRISTOWN,NJ07960 		NONE PC QUALITY, AFFORDABLE AND ACCESSIBLE SEXUAL HEALTH CARE THROUGH REPRODUCTIVE HEALTH SERVICES AND EDUCATION. 55,000

PS 340 PARENT TEACHER ASSOCIATION

590 SIXTH AVENUE
NEW YORK,NY10011 		NONE PC SUPPORT EDUCATION IN NEW YORK CITY. 15,000

SCHOOL COMMUNITY COUNCIL PS3

490 HUDSON STREET 408
NEW YORK,NY10014 		NONE PC RAISES FUNDS FOR A NEW YORK CITY PUBLIC SCHOOL IN ORDER TO PROVIDE SCHOOL SERVICES THAT HAVE BEEN CUT FROM THE DOE BUDGET. 15,000

SEMPER FI & AMERICAS FUND

825 COLLEGE BLVD
OCEANSIDE,CA92057 		NONE PC TO COMMEMORATE MARINES SERVICE IN THE CORPS. 5,000

UCLA FOUNDATION

BOX 7145 14005 LIVE OAK AVENUE
PASADENA,CA91109 		NONE PC BROAD STEM CELL INNOVATION FUND. 10,000

UCSB FOUNDATION

US SANTA BARBARA
SANTA BARBARA,CA93106 		NONE PC ADVANCEMENT OF UC SANTA BARBARA BY PROVIDING CONSTITUENCIES WITH A BETTER UNDERSTANDING OF UCSB'S TEACHING, RESEARCH AND PUBLIC SERVICE MISSION AND ACCOMPLISHMENTS. 5,000

WASHINGTON SQUARE PARK CONSERVANCY

PO BOX 1624 COOPER STATION
NEW YORK,NY10276 		NONE PC WORKS WITH NYC PARKS AND NEIGHBORHOOD GROUPS TO ENSURE THAT WASHINGTON SQUARE PARK CONTINUES AS A DIVERSE AND HISTORICAL URBAN GREEN SPACE. 1,000
Total .................................right arrow 3a 433,500
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 ........... 		         
4 Dividends and interest from securities ....     14 40,951  
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 ............ 		    18 470,455  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aMISCELLANEOUS 		    14 109  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 511,515 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
511,515
(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
THE CANDACE AND RICHARD S WEEKS FAMILY
FOUNDATION
Employer identification number

27-6374990
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
THE CANDACE AND RICHARD S WEEKS FAMILY
FOUNDATION 		Employer identification number
27-6374990
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
RICHARD S WEEKS
132 LEES HILL ROAD
 
BASKING RIDGE, NJ07920

$ 1,967,643


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
RICHARD S WEEKS 2009 FAMILY GRANTOR TRUS
 
501 CARR ROAD SUITE 100
 
WILMINGTON, DE19809

$ 5,000,000


(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.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
THE CANDACE AND RICHARD S WEEKS FAMILY
FOUNDATION 		Employer identification number

27-6374990
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 34,423.42 SHARES OF VVIAX (VANGUARD MUTUAL FUND) $ 1,967,643 2023-12-20
(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
THE CANDACE AND RICHARD S WEEKS FAMILY
FOUNDATION 		Employer identification number

27-6374990
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 ExplnOfNonFilingWithAGStmt
Name:
THE CANDACE AND RICHARD S WEEKS FAMILY
 
FOUNDATION
EIN:
27-6374990
Statement:
NEW JERSEY HAS NO REGISTRATION REQUIREMENT FOR AN ORGANIZATION WHICH DOES NOT EXCEED $10,000 IN GROSS PUBLIC CONTRIBUTIONS FOR THE CURRENT FISCAL YEAR.

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE CANDACE AND RICHARD S WEEKS FAMILY
 
FOUNDATION
EIN:
27-6374990
Name of Bond End of Year Book Value End of Year Fair Market Value
GS5038, HIGH YIELD FUND 284,580 286,318

TY 2023 InvestmentsCorpStockSchedule
Name:
THE CANDACE AND RICHARD S WEEKS FAMILY
 
FOUNDATION
EIN:
27-6374990
Name of Stock End of Year Book Value End of Year Fair Market Value
GS2633, 101 SHARES SPX TECHNOLOGIES INC CMN (SPXC) 10,340 10,202
GS2633, 103 SHARES INGEVITY CORPORATION CMN (NGVT) 4,890 4,864
GS2633, 11 SHARES CABLE ONE INC. CMN (CABO) 6,156 6,122
GS2633, 112 SHARES VISTA OUTDOOR INC. CMN (VSTO) 3,324 3,312
GS2633, 119 SHARES FEDERAL SIGNAL CORPORATION CMN (FSS) 9,233 9,132
GS2633, 12 SHARES CHARLES RIV LABS INTL INC CMN (CRL) 2,872 2,837
GS2633, 131 SHARES CTS CORPORATION CMN (CTS) 5,745 5,730
GS2633, 14 SHARES LITTELFUSE, INC. CMN (LFUS) 3,777 3,746
GS2633, 14 SHARES PRIMERICA, INC. CMN (PRI) 2,898 2,881
GS2633, 14 SHARES SITEONE LANDSCAPE SUPPLY, INC. CMN (SITE) 2,310 2,275
GS2633, 141 SHARES PHREESIA INC CMN (PHR) 3,280 3,264
GS2633, 141 SHARES ZURN ELKAY WATER SOLUTIONS COR CMN (ZWS) 4,185 4,147
GS2633, 146 SHARES SI-BONE, INC. CMN (SIBN) 3,107 3,065
GS2633, 147 SHARES PACIFIC PREMIER BANCORP, INC CMN (PPBI) 4,373 4,279
GS2633, 149 SHARES TREEHOUSE FOODS, INC. CMN (THS) 6,104 6,176
GS2633, 155 SHARES FIRST WATCH RESTAURANT GROUP, CMN (FWRG) 3,148 3,116
GS2633, 16 SHARES KARUNA THERAPEUTICS, INC. CMN (KRTX) 5,069 5,064
GS2633, 16 SHARES VALMONT INDUSTRIES INC CMN (VMI) 3,724 3,736
GS2633, 17 SHARES ENTEGRIS, INC. CMN (ENTG) 2,067 2,037
GS2633, 170 SHARES AZEK COMPANY INC. (THE) CMN (AZEK) 6,574 6,503
GS2633, 170 SHARES ESSENTIAL PROPERTIES REALTY TRUST, INC. CMN (EPRT) 4,388 4,345
GS2633, 173 SHARES EQUITY COMMONWEALTH CMN (EQC) 3,325 3,322
GS2633, 201 SHARES THE BANCORP INC CMN (TBBK) 7,944 7,751
GS2633, 21 SHARES COMFORT SYSTEMS USA INC COMMON STOCK (FIX) 4,333 4,319
GS2633, 21 SHARES TOPBUILD CORP. CMN (BLD) 7,927 7,859
GS2633, 215 SHARES NCR ATLEOS CORP CMN (NATL) 5,197 5,222
GS2633, 24 SHARES KADANT INCORPORATED CMN (KAI) 6,842 6,727
GS2633, 241 SHARES ACCOLADE, INC. CMN (ACCD) 3,085 2,894
GS2633, 248 SHARES ALIGNMENT HEALTHCARE INC CMN (ALHC) 2,122 2,135
GS2633, 258 SHARES DIGITALBRIDGE GROUP, INC. CMN (DBRG) 4,589 4,525
GS2633, 269 SHARES LIFESTANCE HEALTH GROUP, INC. CMN (LFST) 2,112 2,106
GS2633, 280 SHARES NCR VOYIX CORP CMN (VYX) 4,794 4,735
GS2633, 29 SHARES WOODWARD INC CMN (WWD) 3,944 3,948
GS2633, 30 SHARES EASTGROUP PROPERTIES INC CMN (EGP) 5,534 5,506
GS2633, 30 SHARES NEUROCRINE BIOSCIENCES, INC. CMN (NBIX) 3,986 3,953
GS2633, 31 SHARES UMB FINANCIAL CORP CMN (UMBF) 2,604 2,590
GS2633, 31 SHARES WEX INC. CMN (WEX) 6,121 6,031
GS2633, 33 SHARES ASCENDIS PHARMA A/S SPONSORED ADR CMN (ASND) 4,168 4,156
GS2633, 34 SHARES ASSURANT, INC. CMN (AIZ) 5,714 5,729
GS2633, 35 SHARES NEXSTAR MEDIA GROUP INC CMN (NXST) 5,580 5,486
GS2633, 369 SHARES NEOGENOMICS, INC. CMN (NEO) 6,190 5,970
GS2633, 37 SHARES BLUEPRINT MEDICINES CORP CMN (BPMC) 3,391 3,413
GS2633, 37 SHARES ENVESTNET, INC. CMN (ENV) 1,828 1,832
GS2633, 390 SHARES MGIC INVESTMENT CORP COMMON STOCK (MTG) 7,586 7,523
GS2633, 400 SHARES AVIDXCHANGE HOLDINGS, INC. CMN (AVDX) 5,004 4,956
GS2633, 41 SHARES POWER INTEGRATIONS, INC. CMN (POWI) 3,416 3,367
GS2633, 416 SHARES EASTERN BANKSHARES INC CMN (EBC) 6,036 5,907
GS2633, 42 SHARES ENPRO INC CMN (NPO) 6,623 6,583
GS2633, 45 SHARES WYNDHAM HOTELS & RESORTS, INC. CMN (WH) 3,626 3,618
GS2633, 46 SHARES PROSPERITY BANCSHARES, INC. CMN (PB) 3,142 3,116
GS2633, 502 SHARES MUELLER WATER PRODUCTS, INC. CMN SERIES A (MWA) 7,329 7,229
GS2633, 56 SHARES WORKIVA INC. CMN (WK) 5,798 5,686
GS2633, 58 SHARES SPROUTS FMRS MKT INC CMN (SFM) 2,782 2,790
GS2633, 6 SHARES CHOICE HOTELS INTERNATIONAL, I CMN (CHH) 679 680
GS2633, 62 SHARES BLACKLINE, INC. CMN (BL) 4,000 3,871
GS2633, 65 SHARES DYNATRACE HOLDINGS LLC CMN (DT) 3,602 3,555
GS2633, 66 SHARES ONTO INNOVATION INC. CMN (ONTO) 10,250 10,091
GS2633, 7 SHARES JOHN BEAN TECHNOLOGIES CORPORA CMN (JBT) 698 696
GS2633, 704 SHARES INFINERA CORPORATION CMN (INFN) 3,421 3,344
GS2633, 74 SHARES INARI MEDICAL INC CMN (NARI) 4,797 4,804
GS2633, 78 SHARES HEALTHEQUITY, INC. CMN (HQY) 5,199 5,171
GS2633, 79 SHARES ENCOMPASS HEALTH CORPORATION CMN (EHC) 5,302 5,271
GS2633, 84 SHARES ORTHOPEDIATRICS CORP CMN (KIDS) 2,830 2,731
GS2633, 85 SHARES H.B. FULLER COMPANY CMN (FUL) 7,009 6,920
GS2633, 86 SHARES BRIGHT HORIZONS FAMILY SOL INC CMN (BFAM) 8,221 8,105
GS2633, 86 SHARES WSFS FINANCIAL CORP CMN (WSFS) 4,022 3,950
GS2633, 9 SHARES ASPEN TECHNOLOGY, INC. CMN (AZPN) 1,986 1,981
GS2633, 96 SHARES ASSURED GUARANTY LTD. CMN (AGO) 7,190 7,184
GS2633, SMALL CAP CORE 15,791 15,791
GS5038, GQG PARTNERS INTERNATIONAL OPPORTUNITIES FUND 238,170 237,211
GS5038, S&P 500 INDEX FUND (VANGUARD) 2,140,796 2,164,344
GS5038, VANGUARD FTSE DEVELOPED ALL CAP EX US INDEX FUND 728,568 737,708

TY 2023 InvestmentsGovtObligationsSch
Name:
THE CANDACE AND RICHARD S WEEKS FAMILY
 
FOUNDATION
EIN:
27-6374990
US Government Securities - End of Year Book Value:

887,356
US Government Securities - End of Year Fair Market Value:

887,741
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2023 InvestmentsOtherSchedule2
Name:
THE CANDACE AND RICHARD S WEEKS FAMILY
 
FOUNDATION
EIN:
27-6374990
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
GS5038, GS ABSOLUTE RETURN TRACKER FUND AT COST 94,710 92,663
GS5038, TACTICAL TILT OVERLAY FUND AT COST 237,680 234,891

TY 2023 OtherIncomeSchedule2
Name:
THE CANDACE AND RICHARD S WEEKS FAMILY
 
FOUNDATION
EIN:
27-6374990
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MISCELLANEOUS 109   109


TY 2023 SubstantialContributorsSch
Name:
THE CANDACE AND RICHARD S WEEKS FAMILY
 
FOUNDATION
EIN:
27-6374990
Name Address
RICHARD S WEEKS 132 LEES HILL ROAD
BASKING RIDGE,NJ07920
RICHARD S WEEKS 2009 FAMILY GRANTOR 501 CARR ROAD STE 100
WILMINGTON,DE19809