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
THEOPHILUS FOUNDATION CO MARTHA JEAN WEAVER
 
% MUFFY WEAVER
Number and street (or P.O. box number if mail is not delivered to street address)13315 BUTTERMILK BEND
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
N SAN JUAN, CA959609541
A Employer identification number

90-0919650
B Telephone number (see instructions)

(530) 913-3659
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$8,799,481J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 137,832 137,832  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 288,276
b Gross sales price for all assets on line 6a 4,621,194
7 Capital gain net income (from Part IV, line 2)... 288,276
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
8,161 8,161  
12 Total. Add lines 1 through 11........ 434,269 434,269  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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).... Click to see attachment
List of Attached Documents:
// Content
58,134 58,134    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,676 1,676    
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
257 257    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 60,067 60,067   0
25 Contributions, gifts, grants paid....... 415,500 415,500
26 Total expenses and disbursements. Add lines 24 and 25 475,567 60,067   415,500
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -41,298
b Net investment income (if negative, enter -0-) 374,202
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............. 53,854 100,805 100,805
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow353,317
Less: allowance for doubtful accounts right arrow   150,000 Click to see attachment
List of Attached Documents:
// Content
353,317 		353,317
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)....... 6,218,247 Click to see attachment
List of Attached Documents:
// Content
5,927,997 		8,345,359
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,316 		   
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,423,417 6,382,119 8,799,481
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
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 6,423,417 6,382,119
29 Total net assets or fund balances (see instructions)..... 6,423,417 6,382,119
30 Total liabilities and net assets/fund balances (see instructions). 6,423,417 6,382,119
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
6,423,417
2
Enter amount from Part I, line 27a .....................
2
-41,298
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
6,382,119
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,382,119
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 ALPHABET INC CAP STKCL A GOOGL 02079K305 P 2020-10-30 2023-11-09
b ALPHABET INC CAP STKCL A GOOGL 02079K305 P 2020-09-14 2023-11-27
c ALPHABET INC CAP STKCL A GOOGL 02079K305 P 2020-10-30 2023-11-27
d AMAZON.COM INC AMZN XXX-XX-XXXX P 2020-08-21 2023-05-18
e AMAZON.COM INC AMZN XXX-XX-XXXX P 2020-08-21 2023-10-13
AMERICAN INTERNATIONAL GROUP INC AIG XXX-XX-XXXX P 2022-12-07 2023-03-09
APPFOLIO INC COM CL A APPF 03783C100 P 2022-08-02 2023-06-02
APPFOLIO INC COM CL A APPF 03783C100 P 2022-08-02 2023-08-30
APPFOLIO INC COM CL A APPF 03783C100 P 2022-08-02 2023-10-27
APPLE INC AAPL XXX-XX-XXXX P 2020-09-08 2023-04-12
APPLE INC AAPL XXX-XX-XXXX P 2017-03-16 2023-11-09
APPLE INC AAPL XXX-XX-XXXX P 2020-09-08 2023-11-09
APPLIED MATERIALS INC COM USD0.01 AMAT XXX-XX-XXXX P 2020-08-27 2023-11-09
ASPEN TECHNOLOGY INCCOM AZPN 29109X106 P 2023-03-09 2023-05-18
BANK AMERICA CORP COM BAC XXX-XX-XXXX P 2023-06-29 2023-10-27
BANK AMERICA CORP COM BAC XXX-XX-XXXX P 2019-10-17 2023-10-27
BANK AMERICA CORP COM BAC XXX-XX-XXXX P 2020-09-29 2023-10-27
BUNGE GLOBAL SA COM USD0.01 BG H11356104 P 2020-10-09 2023-11-09
BUNGE GLOBAL SA COM USD0.01 BG H11356104 P 2020-11-16 2023-11-09
CATERPILLAR INC COM CAT XXX-XX-XXXX P 2022-05-12 2023-03-30
CATERPILLAR INC COM CAT XXX-XX-XXXX P 2022-05-12 2023-08-30
CATERPILLAR INC COM CAT XXX-XX-XXXX P 2022-05-12 2023-11-09
CORNING INC GLW XXX-XX-XXXX P 2020-11-06 2023-10-27
CORNING INC GLW XXX-XX-XXXX P 2021-06-18 2023-10-27
CORNING INC GLW XXX-XX-XXXX P 2022-03-01 2023-10-27
DANAHER CORPORATION COM DHR XXX-XX-XXXX P 2023-03-09 2023-10-27
ENPHASE ENERGY INC COM USD0.00001 ENPH 29355A107 P 2023-03-30 2023-11-08
ENPHASE ENERGY INC COM USD0.00001 ENPH 29355A107 P 2023-06-02 2023-11-08
ENPHASE ENERGY INC COM USD0.00001 ENPH 29355A107 P 2023-09-25 2023-11-08
ENPHASE ENERGY INC COM USD0.00001 ENPH 29355A107 P 2020-09-14 2023-11-08
ENPHASE ENERGY INC COM USD0.00001 ENPH 29355A107 P 2022-01-28 2023-11-08
FIDELITY TOTAL BOND ETF FBND XXX-XX-XXXX P 2022-10-18 2023-10-10
FIRST REPUBLIC BANK SAN FRANCISCO COM US FRCB 33616C100 P 2023-03-09 2023-03-13
FIRST REPUBLIC BANK SAN FRANCISCO COM US FRCB 33616C100 P 2023-03-09 2023-03-13
FIRST REPUBLIC BANK SAN FRANCISCO COM US FRCB 33616C100 P 2023-03-09 2023-03-14
GE HEALTHCARE TECHNOLOGIES INC COMMON ST GEHC 36266G107 P 2022-03-24 2023-03-09
GE HEALTHCARE TECHNOLOGIES INC COMMON ST GEHC 36266G107 P 2020-08-06 2023-03-09
GE HEALTHCARE TECHNOLOGIES INC COMMON ST GEHC 36266G107 P 2020-09-21 2023-03-09
GE HEALTHCARE TECHNOLOGIES INC COMMON ST GEHC 36266G107 P 2020-09-29 2023-03-09
GENERAL ELECTRIC CO COM NEW GE XXX-XX-XXXX P 2022-03-24 2023-03-30
GENERAL ELECTRIC CO COM NEW GE XXX-XX-XXXX P 2020-08-06 2023-09-25
GENERAL ELECTRIC CO COM NEW GE XXX-XX-XXXX P 2022-03-24 2023-09-25
HCA HEALTHCARE INC COM HCA 40412C101 P 2020-10-09 2023-04-12
HILTON WORLDWIDE HLDGS INC HLT 43300A203 P 2020-08-06 2023-10-27
HILTON WORLDWIDE HLDGS INC HLT 43300A203 P 2020-09-03 2023-10-27
HILTON WORLDWIDE HLDGS INC HLT 43300A203 P 2020-08-06 2023-11-09
HOLOGIC INC HOLX XXX-XX-XXXX P 2020-11-06 2023-05-18
HUBSPOT INC HUBS XXX-XX-XXXX P 2022-12-07 2023-04-12
HUBSPOT INC HUBS XXX-XX-XXXX P 2022-12-07 2023-05-18
HUBSPOT INC HUBS XXX-XX-XXXX P 2022-12-07 2023-06-02
HUBSPOT INC HUBS XXX-XX-XXXX P 2022-12-07 2023-08-30
ISHARES 0-5 YEAR TIPS BOND ETF STIP 46429B747 P 2018-10-31 2023-02-02
ISHARES INTL AGGREGATE BOND IAGG 46435G672 P 2022-10-18 2023-02-02
ISHARES TR CORE TOTAL USD IUSB 46434V613 P 2022-10-18 2023-10-10
ISHARES TR FLTG RATENT ETF FLOT 46429B655 P 2018-10-31 2023-02-02
ISHARES TR FLTG RATENT ETF FLOT 46429B655 P 2021-02-11 2023-02-02
ISHARES TR JP MOR EMMK ETF EMB XXX-XX-XXXX P 2023-02-02 2023-10-10
ISHARES TR PFD AND INCM SEC PFF XXX-XX-XXXX P 2023-02-02 2023-07-10
ISHARES TRUST FALLENANGELS USD BD ETF FALN 46435G474 P 2023-02-02 2023-10-10
LI AUTO INC SPN ADS ECH REP 2 ORD SHS CL LI 50202M102 P 2021-03-11 2023-08-30
LI AUTO INC SPN ADS ECH REP 2 ORD SHS CL LI 50202M102 P 2021-03-11 2023-11-09
LINDE PLC COM EUR0.001 LIN G54950103 P 2021-10-07 2023-10-27
LINDE PLC COM EUR0.001 LIN G54950103 P 2021-04-21 2023-11-08
LINDE PLC COM EUR0.001 LIN G54950103 P 2021-10-07 2023-11-08
LINDE PLC COM EUR0.001 LIN G54950103 P 2022-03-01 2023-11-08
LINDE PLC COM EUR0.001 LIN G54950103 P 2022-03-01 2023-11-09
MARVELL TECHNOLOGY INC COM MRVL XXX-XX-XXXX P 2020-12-10 2023-06-02
MARVELL TECHNOLOGY INC COM MRVL XXX-XX-XXXX P 2022-07-18 2023-11-27
MICROSOFT CORP MSFT XXX-XX-XXXX P 2020-09-03 2023-04-12
MICROSOFT CORP MSFT XXX-XX-XXXX P 2020-09-03 2023-10-27
MICROSOFT CORP MSFT XXX-XX-XXXX P 2020-09-03 2023-11-08
MICROSOFT CORP MSFT XXX-XX-XXXX P 2017-03-20 2023-11-09
MICROSOFT CORP MSFT XXX-XX-XXXX P 2020-09-03 2023-11-09
MICROSOFT CORP MSFT XXX-XX-XXXX P 2020-09-21 2023-11-09
NVIDIA CORPORATION COM NVDA 67066G104 P 2020-09-03 2023-03-30
NVIDIA CORPORATION COM NVDA 67066G104 P 2021-03-11 2023-03-30
NVIDIA CORPORATION COM NVDA 67066G104 P 2022-05-12 2023-05-18
NVIDIA CORPORATION COM NVDA 67066G104 P 2022-05-12 2023-05-24
NVIDIA CORPORATION COM NVDA 67066G104 P 2022-05-12 2023-06-02
NVIDIA CORPORATION COM NVDA 67066G104 P 2022-05-12 2023-08-30
PAYPAL HLDGS INC COM PYPL 70450Y103 P 2023-03-09 2023-05-18
PAYPAL HLDGS INC COM PYPL 70450Y103 P 2023-03-14 2023-05-18
PTC INC PTC 69370C100 P 2023-05-18 2023-11-27
SCHLUMBERGER LIMITEDCOM USD0.01 SLB XXX-XX-XXXX P 2023-06-02 2023-11-09
SCHWAB CHARLES CORP COM SCHW XXX-XX-XXXX P 2018-01-04 2023-03-30
SCHWAB CHARLES CORP COM SCHW XXX-XX-XXXX P 2020-07-17 2023-03-30
SCHWAB CHARLES CORP COM SCHW XXX-XX-XXXX P 2020-08-25 2023-03-30
SCHWAB STRATEGIC TR US AGGREGATE BD ETF SCHZ XXX-XX-XXXX P 2022-10-18 2023-10-10
SOLAREDGE TECHNOLOGIES INC SEDG 83417M104 P 2023-08-30 2023-09-25
SOLAREDGE TECHNOLOGIES INC SEDG 83417M104 P 2022-01-28 2023-09-25
SVB FINANCIAL GROUP COM SIVBQ 78486Q101 P 2020-06-16 2023-03-09
SVB FINANCIAL GROUP COM SIVBQ 78486Q101 P 2020-08-11 2023-03-09
SVB FINANCIAL GROUP COM SIVBQ 78486Q101 P 2020-09-08 2023-03-09
SVB FINANCIAL GROUP COM SIVBQ 78486Q101 P 2021-04-07 2023-03-09
UBS GROUP AG UBS H42097107 P 2022-12-07 2023-11-09
UBS GROUP AG UBS H42097107 P 2023-03-14 2023-11-09
UNITEDHEALTH GROUP INC UNH 91324P102 P 2017-03-20 2023-03-09
UNITEDHEALTH GROUP INC UNH 91324P102 P 2020-08-27 2023-03-09
VANGUARD BD INDEX FDS SHORT TRM BOND BSV XXX-XX-XXXX P 2022-10-18 2023-02-02
VERALTO CORP COM SHS VLTO 92338C103 P 2023-03-09 2023-10-04
VERALTO CORP COM SHS VLTO 92338C103 P 2023-03-09 2023-10-27
(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 25,935   15,868 10,067
b 26,911   14,981 11,930
c 3,142   1,853 1,289
d 15,041   21,023 -5,982
e 4,018   5,092 -1,074
124,398   136,600 -12,202
38,866   26,197 12,669
29,048   15,718 13,330
9,122   5,135 3,987
20,025   14,404 5,621
33,613   6,428 27,185
18,552   11,733 6,819
99,242   41,960 57,282
72,092   92,828 -20,736
50,555   57,390 -6,835
48,508   57,670 -9,162
82,708   77,857 4,851
9,397   4,653 4,744
929   541 388
22,506   20,198 2,308
56,396   40,397 15,999
19,418   16,563 2,855
111,702   145,576 -33,874
26,658   38,805 -12,147
47,792   69,433 -21,641
49,049   57,011 -7,962
27,000   72,148 -45,148
15,428   36,714 -21,286
30,857   48,327 -17,470
8,486   7,561 925
46,285   72,614 -26,329
374,799   380,407 -5,608
10,363   24,814 -14,451
7,067   22,332 -15,265
24,354   52,109 -27,755
21,100   17,320 3,780
20,116   8,837 11,279
12,660   5,520 7,140
14,263   6,082 8,181
56,450   43,908 12,542
30,788   10,809 19,979
24,987   16,392 8,595
35,247   17,086 18,161
8,817   4,779 4,038
1,196   733 463
15,685   8,019 7,666
25,019   23,601 1,418
19,988   13,139 6,849
12,035   6,843 5,192
26,400   13,687 12,713
26,467   13,687 12,780
42,173   42,264 -91
78,379   77,138 1,241
413,057   417,262 -4,205
69,179   69,880 -701
18,165   18,292 -127
57,036   62,853 -5,817
45,990   50,685 -4,695
58,968   61,824 -2,856
53,693   33,285 20,408
46,359   31,237 15,122
50,070   40,679 9,391
3,519   2,625 894
5,865   4,520 1,345
30,888   22,337 8,551
59,899   42,977 16,922
35,851   25,644 10,207
22,764   20,625 2,139
20,334   15,477 4,857
12,268   8,065 4,203
30,146   18,092 12,054
17,103   3,050 14,053
12,736   7,629 5,107
14,555   7,995 6,560
68,947   32,852 36,095
26,813   12,706 14,107
15,181   7,647 7,534
29,837   15,932 13,905
78,838   31,864 46,974
74,100   23,898 50,202
73,751   94,013 -20,262
10,079   11,991 -1,912
9,017   7,743 1,274
55,697   49,094 6,603
24,640   24,374 266
48,234   30,978 17,256
123,986   84,295 39,691
378,579   384,433 -5,854
59,395   74,403 -15,008
79,853   125,686 -45,833
13,112   18,431 -5,319
22,009   35,570 -13,561
42,457   69,497 -27,040
10,146   31,777 -21,631
32,646   23,658 8,988
4,969   3,922 1,047
88,316   31,620 56,696
26,777   17,732 9,045
75,289   73,417 1,872
52   58 -6
5,879   7,510 -1,631
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       10,067
b       11,930
c       1,289
d       -5,982
e       -1,074
      -12,202
      12,669
      13,330
      3,987
      5,621
      27,185
      6,819
      57,282
      -20,736
      -6,835
      -9,162
      4,851
      4,744
      388
      2,308
      15,999
      2,855
      -33,874
      -12,147
      -21,641
      -7,962
      -45,148
      -21,286
      -17,470
      925
      -26,329
      -5,608
      -14,451
      -15,265
      -27,755
      3,780
      11,279
      7,140
      8,181
      12,542
      19,979
      8,595
      18,161
      4,038
      463
      7,666
      1,418
      6,849
      5,192
      12,713
      12,780
      -91
      1,241
      -4,205
      -701
      -127
      -5,817
      -4,695
      -2,856
      20,408
      15,122
      9,391
      894
      1,345
      8,551
      16,922
      10,207
      2,139
      4,857
      4,203
      12,054
      14,053
      5,107
      6,560
      36,095
      14,107
      7,534
      13,905
      46,974
      50,202
      -20,262
      -1,912
      1,274
      6,603
      266
      17,256
      39,691
      -5,854
      -15,008
      -45,833
      -5,319
      -13,561
      -27,040
      -21,631
      8,988
      1,047
      56,696
      9,045
      1,872
      -6
      -1,631
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 2 288,276
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 -179,648
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 5,201
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 5,201
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 5,201
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a  
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 44
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 5,245
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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowCA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowMARTHA WEAVER Telephone no.right arrow (530) 913-3659

Located atright arrow13315 BUTTERMILK BENDN SAN JUANCA ZIP+4right arrow95960
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
Yes
 
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
MARTHA WEAVER PRESIDENT/TREASURER
000.00 		0    
13315 BUTTERMILK BEND
N SAN JUAN,CA95960
GLENN HOVEMANN VICE PRESIDENT
000.00 		0    
13315 BUTTERMILK BEND
N SAN JUAN,CA95960
OREN HOVEMANN TREASURER
000.00 		0    
107 PICADILLY LN
GRASS VALLEY,CA95949
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  
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 arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 N/A 0
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
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
8,199,837
b
Average of monthly cash balances.......................
1b
61,350
c
Fair market value of all other assets (see instructions)................
1c
149,249
d
Total (add lines 1a, b, and c).........................
1d
8,410,436
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
8,410,436
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
126,157
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,284,279
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
414,214
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
414,214
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
5,201
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,201
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
409,013
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
409,013
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
409,013
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 Click to see attachment
List of Attached Documents:
// Content
..........
1a
415,500
b
Program-related investments—total from Part VIII-B..................
1b
 
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
415,500
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 7 409,013
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 422,233
b Total for prior years:20 , 20, 20  
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 ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 415,500
a Applied to 2022, but not more than line 2a 415,500
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount.....  
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2023.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		6,733
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		409,013
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		 
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....  
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 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

CHRIST COMMUNITY CENTER

1081 E MAIN ST
GRASS VALLEY,CA95945 		  POF CHARITY 500

SIERRA HARVEST

313 RAILROAD AVE 201
NEVADA CITY,CA95959 		  POF CHARITY 5,000

NEVADA CITY SCHOOL OF THE ARTS

13032 BITNEY SPRINGS ROAD
NEVADA CITY,CA95959 		  POF CHARITY 5,000

FOUNDATION UN CURSO DE AMOR

AVENIDA LIBERATOR 16434
SAN ISIDRO    
AR 		  POF CHARITY 50,000

SOUTH YUBA RIVER CITIZENS LEAGUE

313 RAILROAD AVE 101
NEVADA CITY,CA95959 		  POF CHARITY 20,000

ONE MIND FOUNDATION

PO BOX 11
HASTINGS ON HUDSON,NY10701 		  POF CHARITY 10,000

GEOVERSITY

4200 SEPULVEDA BLVD SUITE 103
CULVER CITY,CA90230 		  POF CHARITY 40,000

INTERNATIONAL CAMPAIGN FOR TIBET

1825 JEFFERSON PLACE NW
WASHINGTON,DC20036 		  POF CHARITY 20,000

SEA TURTLE CONSERVANCY

4424 NORTHWEST THIRTEENTH STREET
GAINESVILLE,FL32609 		  POF CHARITY 20,000

WILD FOUNDATION

717 POPLAR AVENUE
BOULDER,CO80304 		  POF CHARITY 20,000

THE CENTER FOR ACTION AND CONTEMPLATION

1705 FIVE POINTS RD SW
ALBUQUERQUE,NM87105 		  POF CHARITY 5,000

GLOBAL VILLAGE INSTITUTE FOR THE POCKET PROJECT

184 SCHOOLHOUSE RD
SUMMERTOWN,TN38483 		  POF CHARITY 50,000

RAINFOREST TRUST

7078 AIRLIE ROAD
WARRENTON,VA20187 		  POF CHARITY 20,000

NUTRITION FACTS ORG

PO BOX 11400
TAKOMA PARK,MD20913 		  POF CHARITY 10,000

FOUNDATION OF OPEN HEARTS

62 TURNER STREET
QUINCY,MA02169 		  POF CHARITY 5,000

BEAR YUBA LAND TRUST

12183 AUBURN ROAD
GRASS VALLEY,CA95949 		  POF CHARITY 20,000

THE SIERRA CLUB FOUNDATION

2101 WEBSTER ST SUITE 1250
OAKLAND,CA94612 		  POF CHARITY 20,000

CHIRP

PO BOX 2624
NEVADA CITY,CA95959 		  POF CHARITY 10,000

INFORMED CONSENT ACTION NETWORK

PO BOX 131568
HOUSTON,TX77219 		  POF CHARITY 10,000

TAKE HEART PUBLICATIONS

12402 Bitney Springs Rd
NEVADA CITY,CA95959 		  POF CHARITY 20,000

NATURAL RESOURCE DEFENSE COUNCIL

40 WEST 20TH STREE 11TH FLOOR
NEW YORK,NY10011 		  POF CHARITY 20,000

BUDHA AT THE GAS PUMP

1108 S B STREET
FAIRFIELD,IA52556 		  POF CHARITY 5,000

BEAR YUBA LAND TRUST

12183 AUBURN ROAD
GRASS VALLEY,CA95949 		  POF CHARITY 20,000

CARNICOM INSTITUTE

PO BOX 105
ALBERTON,MT59820 		  POF CHARITY 10,000
Total .................................right arrow 3a 415,500
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 137,832  
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 .....     14 8,161  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 288,276  
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) ..   434,269  
13Total. Add line 12, columns (b), (d), and (e)..................
13
434,269
(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: 23017665
Software Version: 23.1.0.0


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
THEOPHILUS FOUNDATION CO MARTHA JEAN WEAVER
 
Employer identification number

90-0919650
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
THEOPHILUS FOUNDATION CO MARTHA JEAN WEAVER
  		Employer identification number
90-0919650
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
 
 
 
 

$  


(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
THEOPHILUS FOUNDATION CO MARTHA JEAN WEAVER
  		Employer identification number

90-0919650
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
THEOPHILUS FOUNDATION CO MARTHA JEAN WEAVER
  		Employer identification number

90-0919650
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: 23017665
Software Version: 23.1.0.0

TY 2023 InvestmentsCorpStockSchedule
Name:
THEOPHILUS FOUNDATION CO MARTHA JEAN WEAVER
EIN:
90-0919650
Software ID:
23017665
Software Version:
23.1.0.0
Name of Stock End of Year Book Value End of Year Fair Market Value
AAPL STOCK 23,499 124,193
AGG STOCK 299,743 316,096
AMZN STOCK 190,959 309,006
BND STOCK 298,675 314,932
MSFT STOCK 32,905 188,031
SPAB STOCK 300,204 316,572
SCHW STOCK 218,259 300,792
AMAT STOCK 89,945 225,998
GOOGL STOCK 93,538 224,250
LIN STOCK 137,693 224,450
A STOCK 110,305 179,820
APTV STOCK 192,740 206,670
BG STOCK 76,592 152,047
GE STOCK 60,352 157,115
GS STOCK 117,525 202,304
HCA STOCK 81,294 167,670
HLT STOCK 62,938 139,914
HOLX STOCK 143,254 138,399
ICVT STOCK 48,958 50,583
JCI STOCK 124,378 194,871
LI STOCK 104,923 165,790
MRVL STOCK 165,273 214,996
NVDA STOCK 73,200 278,411
TNL STOCK 118,292 174,744
TRMB STOCK 100,175 139,937
UPS STOCK 146,957 175,916
SLB STOCK 149,711 240,459
APPF STOCK 69,264 111,848
CAT STOCK 163,826 265,195
HUBS STOCK 73,635 147,374
LTHM STOCK 269,796 162,280
UBS STOCK 109,210 188,054
SHYG STOCK 76,867 80,066
ZTS STOCK 71,509 83,149
WM STOCK 123,874 138,479
WSC STOCK 104,785 101,798
FLEX STOCK 229,452 202,113
PTC STOCK 106,263 134,229
SGOV STOCK 92,827 92,768
VRT STOCK 126,280 157,093
DFCF STOCK 298,738 313,390
USHY STOCK 75,856 196,372
IBM STOCK 177,996 201,875
INTC STOCK 195,532 245,310

TY 2023 OtherAssetsSchedule
Name:
THEOPHILUS FOUNDATION CO MARTHA JEAN WEAVER
EIN:
90-0919650
Software ID:
23017665
Software Version:
23.1.0.0
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
BASIS CORRECTION 1,316    


TY 2023 OtherExpensesSchedule
Name:
THEOPHILUS FOUNDATION CO MARTHA JEAN WEAVER
EIN:
90-0919650
Software ID:
23017665
Software Version:
23.1.0.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DEPARTMENT OF JUSTICE 250 250    
ROUNDING CORRECTION FOR STOCK SALES 7 7    


TY 2023 OtherIncomeSchedule2
Name:
THEOPHILUS FOUNDATION CO MARTHA JEAN WEAVER
EIN:
90-0919650
Software ID:
23017665
Software Version:
23.1.0.0
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
THE SEED LOAN INTEREST 2,440 2,440  
POLESTAR LOAN INTEREST 5,721 5,721  


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

TY 2023 OtherNotesLoansRcvblLongSch
Name:
THEOPHILUS FOUNDATION CO MARTHA JEAN WEAVER
EIN:
90-0919650
Software ID:
23017665
Software Version:
23.1.0.0

Borrower's Name Relationship to Insider Original Amount of Loan Balance Due Date of Note Maturity Date Repayment Terms Interest Rate Security Provided by Borrower Purpose of Loan Description of Lender Consideration Consideration FMV
THE SEED BUSINESS OWNED BY BROTHER IN LAW OF TREASURER 150,000 147,596 2022-04 2037-09 15 YEAR 5.0000000000 % CASH SUPPORT THE START OF A SMALL BUSINESS FOCUSED ON HEALTH AND WELNESS. CASH 150,000 150,000

TY 2023 OtherNotesLoansRcvblShortSch2
Name:
THEOPHILUS FOUNDATION CO MARTHA JEAN WEAVER
EIN:
90-0919650
Software ID:
23017665
Software Version:
23.1.0.0
Name of 501(c)(3) Organization Balance Due
POLESTAR VILLAGE
  		205,721


TY 2023 OtherProfessionalFeesSchedule
Name:
THEOPHILUS FOUNDATION CO MARTHA JEAN WEAVER
EIN:
90-0919650
Software ID:
23017665
Software Version:
23.1.0.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISOR FEES 57,988 57,988    
LI STOCK FEE 146 146    


TY 2023 TaxesSchedule
Name:
THEOPHILUS FOUNDATION CO MARTHA JEAN WEAVER
EIN:
90-0919650
Software ID:
23017665
Software Version:
23.1.0.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAXES PAID 935 935    
FOREIGN TAXES 741 741