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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
WEEKES FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)342 NORTH COVE ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HUDSON, WI54016
A Employer identification number

46-4138195
B Telephone number (see instructions)

(651) 644-9807
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$12,917,743J 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 34,587 34,587  
4 Dividends and interest from securities... 205,238 205,238  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 469,321
b Gross sales price for all assets on line 6a 1,402,622
7 Capital gain net income (from Part IV, line 2)... 211,897
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 709,146 451,722  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,452 2,226   2,226
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
27,396 27,396   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
10,570 953   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
207 0   25
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 42,625 30,575   2,251
25 Contributions, gifts, grants paid....... 553,530 553,530
26 Total expenses and disbursements. Add lines 24 and 25 596,155 30,575   555,781
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 112,991
b Net investment income (if negative, enter -0-) 421,147
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 381,130 207,243 207,243
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 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) 367,244 0 0
b Investments—corporate stock (attach schedule)....... 4,687,147 Click to see attachment
List of Attached Documents:
// Content
5,341,269 		11,914,831
c Investments—corporate bonds (attach schedule)....... 783,802 Click to see attachment
List of Attached Documents:
// Content
783,802 		795,669
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)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,219,323 6,332,314 12,917,743
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 6,219,323 6,332,314
29 Total net assets or fund balances (see instructions)..... 6,219,323 6,332,314
30 Total liabilities and net assets/fund balances (see instructions). 6,219,323 6,332,314
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
6,219,323
2
Enter amount from Part I, line 27a .....................
2
112,991
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
6,332,314
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
6,332,314
Form 990-PF (2024)
Form 990-PF (2024)
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 PUBLICLY TRADED SECURITIES      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,402,622   1,190,725 211,897
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       211,897
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 211,897
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 5,854
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 5,854
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 5,854
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 8,880
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,880
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 3,026
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow3,026 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 arrowMN
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 2024 or the taxable year beginning in 2024? 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 arrowSTEVEN WEEKES Telephone no.right arrow (651) 644-9807

Located atright arrow342 NORTH COVE ROADHUDSONWI ZIP+4right arrow54016
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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
MONICA J WEEKES PRESIDENT
1.00 		0 0 0
342 NORTH COVE ROAD
HUDSON,WI54016
SKYLER E WEEKES VICE PRESIDENT
1.00 		0 0 0
2374 YANK CIRCLE
LAKEWOOD,CO80228
ERICA J W KANEWISCHER SECRETARY
1.00 		0 0 0
11726 56TH ST N
LAKE ELMO,MN55042
STEVEN E WEEKES TREASURER
1.00 		0 0 0
342 NORTH COVE ROAD
HUDSON,WI54016
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 (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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
12,427,832
b
Average of monthly cash balances.......................
1b
128,870
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
12,556,702
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
12,556,702
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
188,351
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
12,368,351
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
618,418
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
618,418
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
5,854
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,854
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
612,564
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
612,564
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
612,564
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
555,781
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
555,781
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 612,564
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022...... 77,894
e From 2023...... 43,044
f Total of lines 3a through e ........ 120,938
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 555,781
a Applied to 2023, 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 2024 distributable amount..... 555,781
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 56,783 56,783
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 64,155
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		64,155
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022.... 21,111
d Excess from 2023.... 43,044
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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).)
MONICA J WEEKES
STEVEN E WEEKES
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
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

ADOPT A CLASSROOM

401 2ND AVE N STE 305
MINNEAPOLIS,MN55401 		NONE PC CHARITABLE 2,000

ANU FAMILY SERVICES

901 4TH ST STE 180
HUDSON,WI54016 		NONE PC CHARITABLE 3,000

CARPENTER NATURE CENTER

12805 ST CROIX TRAIL S
HASTINGS,MN55033 		NONE PC CHARITABLE 3,000

DENVER AREA COUNCIL

10455 WEST 6TH AVE SUITE 100
DENVER,CO80215 		NONE PC CHARITABLE 4,000

DENVER DREAM CENTER

2215 W 30TH AVE
DENVER,CO80211 		NONE PC CHARITABLE 20,000

DOCTORS WITHOUT BORDERS

333 7TH AVENUE
NEW YORK,NY10001 		NONE PC CHARITABLE 10,000

FAMILYMEANS

1875 NORTHWESTERN AVE S
STILLWATER,MN55082 		NONE PC CHARITABLE 20,000

FEED MY STARVING CHILDREN

401 93RD AVE NW
COON RAPIDS,MN55433 		NONE PC CHARITABLE 10,000

FIVE LOAVES FOOD AND CLOTHING CENTER INC

PO BOX 222
NEW RICHMOND,WI54017 		NONE PC CHARITABLE 5,000

FLATHEAD LUTHERAN BIBLE CAMP

602 S MAIN STREET
KALLISPELL,MT59901 		NONE PC CHARITABLE 15,000

GRACE PLACE- SALVATION ARMY

505 W 8TH STREET
NEW RICHMOND,WI54017 		NONE PC CHARITABLE 65,330

HABITAT FOR HUMANITY - ST CROIX COUNTY

116 E ELM STREET
RIVER FALLS,WI54022 		NONE PC CHARITABLE 2,000

HUDSON AREA BACKPACK PROGRAM

PO BOX 491
HUDSON,WI54016 		NONE PC CHARITABLE 10,000

HUDSON LIBRARY FOUNDATION

7001 1ST STREET
HUDSON,WI54016 		NONE PC CHARITABLE 2,000

NATURE CONSERVANCY INC

1101 WEST RIVER PARKWAY SUITE 200
MINNEAPOLIS,MN55415 		NONE PC CHARITABLE 60,000

NORTHERN STAR COUNCIL

393 MARSHALL AVENUE
ST PAUL,MN55102 		NONE PC CHARITABLE 60,000

OPERATION HELP INC

901 4TH ST STE 214
HUDSON,WI54016 		NONE PC CAPITAL FUND AND GENERAL OPERATIONS 50,000

PHIPPS CENTER FOR THE ARTS

109 LOCUST ST
HUDSON,WI54016 		NONE PC EXECUTIVE DIRECTOR, RUBY RED AND OPERATIONAL SUPPORT 70,000

SALVATION ARMY

2445 PRIOR AVE N
ROSEVILLE,MN55113 		NONE PC CHARITABLE 5,000

ST CROIX FOOD BANK

PO BOX 458
SAINT CROIX FALLS,WI54024 		NONE PC CHARITABLE 35,000

ST CROIX VALLEY SART

1200 HOSFORD ST
HUDSON,WI54016 		NONE PC CHARITABLE 10,000

STILLWATER PUBLIC LIBRARY FOUNDATION

224 3RD ST N
STILLWATER,MN55082 		NONE PC CHARITABLE 1,000

SUGARLOAF THE NORTH SHORE STEWARDSHIP ASSN

6008 LONDON ROAD
DULUTH,MN55804 		NONE PC CHARITABLE 45,000

SUPERIOR HIKING TRAIL ASSOCIATION

731 SEVENTH AVE SUITE 2
TWO HARBORS,MN55616 		NONE PC CHARITABLE 5,000

THE MASTER'S APPRENTICE

646 MARIPOSA ST 104
DENVER,CO80204 		NONE PC CHARITABLE 3,000

TURNINGPOINT FOR VICTIMS OF DOMESTIC AND SEXUAL VIOLENCE INC

PO BOX 304
RIVER FALLS,WI54022 		NONE PC CHARITABLE 20,000

VALLEY OUTREACH

1911 CURVE CREST BLVD W
STILLWATER,MN55082 		NONE PC CHARITABLE 15,000

YMCA - HUDSON WI

2211 VINE ST
HUDSON,WI54016 		NONE PC CHARITABLE 500

WILD RIVER CONSERVANCY OF THE ST CROIX & NAMEKAGON

PO BOX 938
OSCEOLA,WI54020 		NONE PC CHARITABLE 1,000

SUDC FOUNDATION

101 EISENHOWER PARKWAY 300
ROSELAND,NJ07068 		NONE PC CHARITABLE 200

TRINITY LUTHERAN CHURCH

PO BOX 339
STILLWATER,MN55082 		NONE PC CHARITABLE 1,500
Total .................................right arrow 3a 553,530
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 34,587  
4 Dividends and interest from securities ....     14 205,238  
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 ............ 		    18 469,321  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 709,146 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
709,146
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
WEEKES FAMILY FOUNDATION
EIN:
46-4138195
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 4,452 2,226   2,226

TY 2024 InvestmentsCorpBondsSchedule
Name:
WEEKES FAMILY FOUNDATION
EIN:
46-4138195
Name of Bond End of Year Book Value End of Year Fair Market Value
2,000 SH CHS INC 7.1% PFD 51,309 50,520
200,000 SH WELLS FARGO BK N 3% 182,793 195,746
8,000 SH CHS INC 6.75% PFD 199,700 198,240
AMERICAN EXPRESS 5.25% 80,000 80,159
BANK OF AMERICA, 5.3% 200,000 200,869
DISCOVER BANK 5.25% 70,000 70,135

TY 2024 InvestmentsCorpStockSchedule
Name:
WEEKES FAMILY FOUNDATION
EIN:
46-4138195
Name of Stock End of Year Book Value End of Year Fair Market Value
1,000 SH CONOCO PHILLIPS 87,306 99,170
1,000 SH EXXON MOBIL CORP 86,433 107,570
1,055 SH JOHNSON & JOHNSON 103,808 152,574
1,080 SH PEPSI CO INC 94,824 164,225
960 SH AMGEN INC 135,026 250,214
1,200 SH HOME DEPOT 119,543 466,788
1,200 SH UNITED HEALTH GROUP 102,357 607,032
1,300 SH MCCORMICK 44,727 99,112
1,300 SH ORACLE CORP 54,184 216,632
800 SH ISHARES TR RUSSELL 2000 VALUE ETF 80,312 131,336
1,400 SH ROSS STORES INC 52,066 211,778
1,800 SH CISCO SYSTEMS INC 49,212 106,560
1,850 SH ISHARES RUSSELL 1000 VALUE ETF 193,390 342,491
100 SH COSTCO WHOLESALE CORP 14,250 91,627
125 SH ISHARES CORE S&P MID CAP 18,057 38,944
1760 SH ALPHABET INC CL A 287,551 333,168
2,069 SH DONALDSON COMPANY 84,242 139,347
1,125 SH EDWARDS LIFE SCIENCES 86,777 83,284
2,976 SH MICROSOFT CORP 310,720 1,254,384
200 SH 3M CO 27,254 25,818
400 SH KLA CORP 127,326 252,048
250 SH FACTSET RESEARCH SYS 85,950 120,070
250 SH STRYKER CORP 23,721 90,013
480 SH CHUBB LTD 96,554 132,624
300 SH THE SOUTHERN COMPANY 14,366 24,696
4,500 SH TJX COMPANIES INC 145,852 543,645
40 SH ADOBE 25,737 17,787
400 SH GENERAL DYNAMICS CORP 57,986 105,396
400 SH GILEAD SCIENCES INC 32,952 36,948
400 SH TARGET CORP 29,468 54,072
425 SH JP MORGAN CHASE 26,652 101,877
425 SH WALT DISNEY 33,090 47,324
450 SH LOWES COMPANIES 29,404 111,060
4600 SH APPLE INC 128,835 1,151,932
500 SH ABBVIE INC 26,350 88,850
1000 SH ALPHABET INC CL C 13,153 190,440
500 SH AMERICAN EXPRESS 46,573 148,395
500 SH CHEVRON 66,772 72,420
500 SH ILLINOIS TOOL WORKS 48,505 126,780
500 SH RAYTHEON TECH (RTX CORP) 30,901 57,860
700 SH TRAVELLERS COMPANIES 93,444 168,623
504.1593 SH ISHARES TR RUSSELL 1000 GROWTH 49,078 202,460
5352.27 SH ISHARES S&P 500 GROWTH ETF 151,540 543,416
600 SH AUTO DATA PROCESSING 42,195 175,638
7,000 SH VANGUARD FTSE ETF DEVELPMENT MKT 269,159 334,740
750 SH PROCTER & GAMBLE 61,181 125,738
850 SH HONEYWELL INTERNATIONAL 75,777 192,007
993.09 SH ISHARES TR RUSSELL 2000 GROWTH 136,803 285,825
ABBOTT LABORATORIES - 1700 SH 149,952 192,287
ALBEMARLE CORP - 405 SH 96,044 34,862
ECOLAB INC - 1,000 SH 135,964 234,320
ELI LILLY CO - 190 SH 109,221 146,680
IBM CORP - 600 SH 82,140 131,898
SCHWAB TREASURY OBLIG MO - 58597.53 SH 302,902 302,902
TEXAS INSTRUMENTS - 550 SH 97,851 103,131
CROWDSTRIKE HLDGS INC 32,687 30,794
FORTINET INC 32,234 31,178
HERSHEY CO 73,238 67,740
META PLATFORMS INC 95,454 87,827
NVIDIA CORP 100,470 97,360
PALO ALTO NETWORKS INC 31,749 29,114

TY 2024 OtherExpensesSchedule
Name:
WEEKES FAMILY FOUNDATION
EIN:
46-4138195
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MN AG FILING FEE 25 0   25
ADMINISTRATIVE EXPENSE 182 0   0


TY 2024 OtherProfessionalFeesSchedule
Name:
WEEKES FAMILY FOUNDATION
EIN:
46-4138195
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 27,396 27,396   0


TY 2024 TaxesSchedule
Name:
WEEKES FAMILY FOUNDATION
EIN:
46-4138195
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 953 953   0
EXCISE TAX 9,617 0   0