TY 2023 Form 990PF

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)
	1	Contributions, gifts, grants, etc., received (attach schedule)	392,957
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	116,777	113,593
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		952,498
b	Gross sales price for all assets on line 6a 1,391,959
7	Capital gain net income (from Part IV, line 2)...		952,498
8	Net short-term capital gain.........			0
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........	1,462,232	1,066,091
	13	Compensation of officers, directors, trustees, etc.
14	Other employee salaries and wages......		0	0	0
15	Pension plans, employee benefits.......		0	0
16a	Legal fees (attach schedule).........					0
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	44,399	44,399		0
17	Interest...............				0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	1,459	1,459		0
19	Depreciation (attach schedule) and depletion...		0	0
20	Occupancy..............
21	Travel, conferences, and meetings.......		0	0
22	Printing and publications..........		0	0
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	4,038			4,038
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	49,896	45,858	0	4,038
25	Contributions, gifts, grants paid.......	81,688			81,688
26	Total expenses and disbursements. Add lines 24 and 25	131,584	45,858	0	85,726
	27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	1,330,648
b	Net investment income (if negative, enter -0-)		1,020,233
c	Adjusted net income (if negative, enter -0-)...			0

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	228,509	142,822	142,822
	2	Savings and temporary cash investments.........	271,315	1,256,801	1,256,801
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts 0
	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).......	2,330,762	List of Attached Documents: // Content 2,434,116	8,319,384
	c	Investments—corporate bonds (attach schedule).......	650,000	List of Attached Documents: // Content 650,000	585,467
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........			0
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	3,480,586	4,483,739	10,304,474
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	3,480,586	4,483,739
	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).....	3,480,586	4,483,739
	30	Total liabilities and net assets/fund balances (see instructions).	3,480,586	4,483,739

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

3,480,586

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

1,330,648

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

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

4,811,234

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

327,495

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

4,483,739

(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.)		(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1 a	1300. COMCAST CORP NEW CL A	2019-01-16	2023-03-31
b	126. ASPEN TECHNOLOGY INC COM	2019-01-11	2023-03-31
c	300. GILEAD SCIENCES INC.	2019-01-24	2023-03-31
d	300. BROADCOM INC	2019-11-25	2023-05-30
e	1300. CHARLES SCHWAB CORP.	2013-10-18	2023-07-19
	3320. CHARLES SCHWAB CORP.	2013-02-11	2023-07-27
	300. ZEBRA TECHNOLOGIES CORPORATION CL A	2018-05-10	2023-08-18
	.6376 KENVUE INC COM	2023-08-18	2023-09-08
	1982. AMPHENOL CORP - CL A	2005-01-14	2023-12-20
	1000. DAVITA INC	2009-06-22	2023-12-20
	500. LANDSTAR SYS INC.	2009-03-13	2023-12-20
	800. NORFOLK SOUTHERN CORP.	2002-03-15	2023-12-20
	2000. SUNCOR ENERGY INC	2018-11-28	2023-12-20

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	48,727	46,325	2,402
b	28,598	23,018	5,580
c	24,571	20,334	4,237
d	253,261	95,904	157,357
e	86,798	22,290	64,508
	223,595	51,877	171,718
	81,605	45,691	35,914
	16	14	2
	193,395	8,495	184,900
	104,613	25,588	79,025
	97,716	8,746	88,970
	185,181	19,459	165,722
	63,883	71,720	-7,837

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			2,402
b			5,580
c			4,237
d			157,357
e			64,508
			171,718
			35,914
			2
			184,900
			79,025
			88,970
			165,722
			-7,837

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	952,498
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	14,181
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	14,181
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	14,181
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a	5,905
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	16,046
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	21,951
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.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	7,770
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax7,770	Refunded	11	0

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)
MARY BAILY WIELER	TRUSTEE 1	0
PO BOX 2016 PARK CITY,UT84060
SCOTT A WIELER	TRUSTEE 1	0
PO BOX 2016 PARK CITY,UT84060
JAMES B WIELER	TRUSTEE 1	0
175 W 87TH ST APT 16E NEW YORK,NY10024
ALEXANDER WIELER	TRUSTEE 1	0
12025 TOWN SQUARE STREET APT 918 RESTON,VA20190

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

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

		(a) Corpus	(b) Years prior to 2022	(c) 2022	(d) 2023
1 Distributable amount for 2023 from Part X, line 7					422,432
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......	659,533
b From 2019......	294,692
c From 2020......	77,949
d From 2021......	0
e From 2022......	0
f Total of lines 3a through e ........		1,032,174
4Qualifying distributions for 2023 from Part
XI, line 4: $ 85,726
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.....					85,726
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2023.		336,706			336,706
(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		695,468
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) ...		322,827
9 Excess distributions carryover to 2024. Subtract lines 7 and 8 from line 6a ......		372,641
10 Analysis of line 9:
a Excess from 2019....	294,692
b Excess from 2020....	77,949
c Excess from 2021....	0
d Excess from 2022....	0
e Excess from 2023....	0

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2023	(b) 2022	(c) 2021	(d) 2020	(e) Total

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

MARY BAILY WIELER SCOTT A WIELER

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:

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
ST GEORGE'S SCHOOL PO BOX 1910 NEWPORT,RI028400190	NONE	PC	PROGRAM SUPPORT	5,000
PAUL'S PLACE OUTREACH CENTER 1118 WARD STREET BALTIMORE,MD212301817	NONE	PC	PROGRAM SUPPORT	39,188
GBMC FOUNDATION 6701 NORTH CHARLES STREET BALTIMORE,MD21204	NONE	PC	PROGRAM SUPPORT	2,500
ST LUKE'S EPISCOPAL 4595 SILVER SPRINGS DRIVE PARK CITY,UT84098	NONE	PC	PROGRAM SUPPORT	5,000
ADELANTE LATINA 2907 W STRATHMORE AVE BALTIMORE,MD21209	NONE	PC	PROGRAM SUPPORT	5,000
UNIVERSITY OF UT DEPT OF ORTHOPAEDICS 590 WAKARA WAY SALT LAKE CITY,UT84108	NONE	PC	PROGRAM SUPPORT	25,000
Total ................................. 3a				81,688

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

bApproved for future payment
UNIVERSITY OF PENNSYLVANIA 3160 CHESTNUT ST PHILADELPHIA,PA19104	NONE	PC	PROGRAM SUPPORT	5,000,000
Total ................................. 3b				5,000,000

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities ....			14	116,777
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	952,498
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) ..				1,069,275

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

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


(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...................				0

Name of organization THE WIELER FAMILY PRIVATE FOUNDATION

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	MARY BAILY WIELER PO BOX 2016 PARK CITY, UT84060	$ 222,165	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
2	SCOTT A WIELER PO BOX 2016 PARK CITY, UT84060	$ 170,792	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)

Name of organization THE WIELER FAMILY PRIVATE FOUNDATION		Employer identification number 52-2034853

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	3320 SHARES OF CHARLES SCHWAB CORP	$ 222,165	2023-07-26
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
2	800 SHARES OF NORFOLK SOUTHERN CORP	$ 170,792	2023-11-22
(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)


Name of organization THE WIELER FAMILY PRIVATE FOUNDATION			Employer identification number 52-2034853
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.) $ Use duplicate copies of Part III if additional space is needed.

Name of Stock	End of Year Book Value	End of Year Fair Market Value
COMMON STOCKS	2,077,353	7,610,586
EQUITY MUTUAL FUNDS	49,629	192,907
FOREIGN STOCK	307,134	515,891

Description	Amount
DIFF. OF MV OVER BASIS OF CONTRIB ASSET	321,623
COST BASIS ADJUSTMENT	5,872

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT FEES-PRIN	44,374	44,374
OTHER EXPENSE (NON-DEDUCTIBLE	25	25

Software ID:
Software Version: