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
DONALD E WEIG CHARITABLE FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO Box 1767
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Madison, WI537011767
A Employer identification number

45-5507760
B Telephone number (see instructions)

(608) 260-2476
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$4,986,086J 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 9,709 9,709 9,709
4 Dividends and interest from securities... 104,360 104,360 104,360
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
1,144,678
b Gross sales price for all assets on line 6a 3,492,070
7 Capital gain net income (from Part IV, line 2)... 1,144,678
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)..... 0  
11 Other income (attach schedule)....... 0    
12 Total. Add lines 1 through 11........ 1,258,747 1,258,747 114,069
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)......... Click to see attachment
List of Attached Documents:
// Content
5,171 5,171    
b Accounting fees (attach schedule)....... 0      
c Other professional fees (attach schedule).... 0      
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 0      
19 Depreciation (attach schedule) and depletion... 0    
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
37,068 37,068    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 42,239 42,239   0
25 Contributions, gifts, grants paid....... 220,000 220,000
26 Total expenses and disbursements. Add lines 24 and 25 262,239 42,239   220,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 996,508
b Net investment income (if negative, enter -0-) 1,216,508
c Adjusted net income (if negative, enter -0-)... 114,069
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.............      
2 Savings and temporary cash investments......... 258,786 284,707 284,707
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).....   0  
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow     0  
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 131,443 Click to see attachment
List of Attached Documents:
// Content
627,516 		594,753
b Investments—corporate stock (attach schedule)....... 2,745,820 Click to see attachment
List of Attached Documents:
// Content
2,761,469 		3,235,436
c Investments—corporate bonds (attach schedule).......   Click to see attachment
List of Attached Documents:
// Content
464,111 		465,643
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 599,793 Click to see attachment
List of Attached Documents:
// Content
457,164 		405,547
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow     0  
15 Other assets (describe right arrow) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,735,842 4,594,967 4,986,086
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons   0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe right arrow) 0 0
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 3,735,842 4,594,967
29 Total net assets or fund balances (see instructions)..... 3,735,842 4,594,967
30 Total liabilities and net assets/fund balances (see instructions). 3,735,842 4,594,967
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
3,735,842
2
Enter amount from Part I, line 27a .....................
2
996,508
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
-137,383
4
Add lines 1, 2, and 3 ..........................
4
4,594,967
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
4,594,967
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 155 shrs Travelers Companies P 2020-10-28 2024-01-17
b 40 shrs Parker-Hannifin P 2020-10-28 2024-01-23
c 88 shrs Parker-Hannifin P 2020-10-28 2024-02-05
d 170 shrs Abbott Laboratories P 2020-10-28 2024-02-22
e 650 shrs America Movil SAB P 2020-10-28 2024-02-22
55 shrs Parker-Hannifin P 2020-10-28 2024-02-26
225 shrs Crown Castle REIT P 2020-10-28 2024-03-04
8600 shrs Aberdeen Asia Pacific Income P 2020-10-28 2024-03-06
550 shrs Southern Co. P 2020-10-28 2024-04-01
7631.6860 shrs JPMorgan Income Builer I P 2020-10-28 2024-04-18
1200 shrs America Movil SAB P 2020-10-28 2024-05-13
9783.1530 shrs JHancock Multi-asset Absolute Return P 2020-10-28 2024-05-13
140 shrs Marsh & McLennan P 2020-10-28 2024-06-25
85 shrs Marsh & McLennan P 2020-10-28 2024-06-25
42 shrs Microsoft P 2020-10-28 2024-06-28
125 shrs TE Connectivity P 2020-10-28 2024-07-12
88 shrs Marsh & McLennan P 2020-10-28 2024-07-15
180 shrs Travelers Companies P 2020-10-28 2024-07-18
55 shrs Hubbell Inc P 2020-10-28 2024-08-01
4000 shrs Aberdeen Asia Pacific Income P 2020-10-28 2024-08-08
55 shrs Parker - Hannifin P 2020-10-28 2024-08-16
80 shrs Parker - Hannifin P 2020-10-28 2024-08-16
48 shrs Parker - Hannifin P 2020-10-28 2024-08-16
35 shrs Parker - Hannifin P 2020-10-28 2024-08-16
55 shrs Parker - Hannifin P 2020-10-28 2024-08-16
100 shrs Travelers Companies P 2020-10-28 2024-08-20
180 shrs Carrier Global P 2020-10-28 2024-08-26
85 shrs Travelers Companies P 2020-10-28 2024-08-29
550 shrs Verizon Communications P 2020-10-28 2024-09-05
7 shrs Travelers Companies P 2020-10-28 2024-09-10
45 shrs Hubbell Inc P 2020-10-28 2024-09-18
54 shrs Parker - Hannifin P 2020-10-28 2024-09-19
32 shrs Parker - Hannifin P 2020-10-28 2024-09-19
190 shrs Hubbell Inc P 2020-10-28 2024-10-01
125 shrs Honeywell Intl P 2020-10-28 2024-10-15
800 shrs Aberdeen Asia Pacific Income P 2020-10-28 2024-10-16
1683 shrs Aberdeen Asia Pacific Income P 2020-10-28 2024-10-24
85 shrs Honeywell Intl P 2020-10-28 2024-11-04
400 shrs CSX Corp P 2020-10-28 2024-11-07
60 shrs Parker - Hannifin P 2020-10-28 2024-11-07
45 shrs Parker - Hannifin P 2020-10-28 2024-11-07
4800 shrs British American Tobacco P 2020-10-28 2024-12-12
2000 shrs Carrier Global Corp P 2020-10-28 2024-12-12
526 shrs Microsoft P 2020-10-28 2024-12-12
441 shrs Parker - Hannifin P 2020-10-28 2024-12-12
1500 shrs RTX Corp P 2020-10-28 2024-12-12
2128 shrs Nextera Energy Inc P 2020-10-28 2024-12-19
500 shrs Parker - Hannifin P 2020-10-28 2024-12-19
100000 shrs Schwab Treas. Oblig Money P 2020-10-28 2024-12-19
925 shrs TE Connectivity P 2020-10-28 2024-12-19
495000 shrs Schwab Treas. Oblig Money P 2020-10-28 2024-12-27
50000 shrs Schwab Treas. Oblig Money P 2020-10-28 2024-12-30
(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 30,380 0 18,525 11,855
b 18,800 0 8,246 10,554
c 43,314 0 18,142 25,172
d 19,763 0 18,190 1,573
e 11,960 0 7,800 4,160
29,260 0 11,339 17,921
24,750 0 34,307 -9,557
23,392 0 28,636 -5,244
39,050 0 32,513 6,537
72,119 0 78,166 -6,047
23,760 0 19,075 4,685
98,223 0 89,109 9,114
30,240 0 15,168 15,072
18,360 0 9,209 9,151
19,152 0 14,028 5,124
19,360 0 15,250 4,110
19,226 0 9,534 9,692
39,915 0 21,513 18,402
21,816 0 6,479 15,337
11,000 0 13,319 -2,319
32,340 0 11,339 21,001
47,040 0 16,492 30,548
28,320 0 9,895 18,425
20,650 0 7,215 13,435
32,450 0 11,339 21,111
21,890 0 11,952 9,938
12,776 0 10,242 2,534
19,210 0 10,159 9,051
23,650 0 31,204 -7,554
1,666 0 837 829
18,450 0 5,301 13,149
33,048 0 11,132 21,916
19,680 0 6,597 13,083
81,588 0 22,382 59,206
27,000 0 23,000 4,000
13,560 0 15,983 -2,423
28,645 0 33,623 -4,978
17,680 0 17,421 259
14,416 0 12,796 1,620
42,171 0 12,369 29,802
31,628 0 9,277 22,351
181,104 0 168,140 12,964
147,520 0 88,508 59,012
235,983 0 93,642 142,341
303,232 0 90,914 212,318
175,184 0 137,735 37,449
153,735 0 159,962 -6,227
332,295 0 103,078 229,217
100,000 0 100,000 0
136,321 0 101,312 35,009
495,000 0 495,000 0
50,000 0 50,000 0
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 0 0 0 11,855
b 0 0 0 10,554
c 0 0 0 25,172
d 0 0 0 1,573
e 0 0 0 4,160
0 0 0 17,921
0 0 0 -9,557
0 0 0 -5,244
0 0 0 6,537
0 0 0 -6,047
0 0 0 4,685
0 0 0 9,114
0 0 0 15,072
0 0 0 9,151
0 0 0 5,124
0 0 0 4,110
0 0 0 9,692
0 0 0 18,402
0 0 0 15,337
0 0 0 -2,319
0 0 0 21,001
0 0 0 30,548
0 0 0 18,425
0 0 0 13,435
0 0 0 21,111
0 0 0 9,938
0 0 0 2,534
0 0 0 9,051
0 0 0 -7,554
0 0 0 829
0 0 0 13,149
0 0 0 21,916
0 0 0 13,083
0 0 0 59,206
0 0 0 4,000
0 0 0 -2,423
0 0 0 -4,978
0 0 0 259
0 0 0 1,620
0 0 0 29,802
0 0 0 22,351
0 0 0 12,964
0 0 0 59,012
0 0 0 142,341
0 0 0 212,318
0 0 0 37,449
0 0 0 -6,227
0 0 0 229,217
0 0 0 0
0 0 0 35,009
0 0 0 0
0 0 0 0
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 1,144,678
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 16,909
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 16,909
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 16,909
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 2,299
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.............. Part VI Line 7 - Tax Paid with the Original Return: 2299 7 2,299
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 14,610
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 2025 estimated taxright arrow0 Refundedright arrow 11  
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$   (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 arrowWI
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 arrowAxley Brynelson LLP Telephone no.right arrow (608) 260-2476

Located atright arrowPO Box 1767MadisonWI ZIP+4right arrow537011767
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
Elizabeth Ellefson co Axley Dir/VP
1.00 		0 0 0
PO Box 1767
Madison,WI53701
Bradley D Ellefson co Axley Dir/President
1.00 		0 0 0
PO Box 1767
Madison,WI53701
Steven E Grimm Dir/Secretary
1.00 		0 0 0
PO Box 1767
Madison,WI53701
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 arrow  
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
4,707,803
b
Average of monthly cash balances.......................
1b
256,515
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,964,318
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
4,964,318
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
74,465
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,889,853
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
244,493
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
244,493
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
16,909
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
16,909
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
227,584
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
227,584
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
227,584
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
220,000
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
220,000
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 7 227,584
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 213,121
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 220,000
a Applied to 2023, but not more than line 2a 213,121
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 6,879
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024.    
(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 0
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...... 		 
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 .......... 		220,705
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 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 ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
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).)
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

Saving Grace Animal Rescue Inc

5840 W Strom Road
Winter,WI54896 		  PC Pet rescueUnrestricted charitable 45,000

Ocooch Mountain Humane Society

391 Clarson Street
Richland Center,WI53581 		  PC Pet rescueUnrestricted charitable 50,000

Village of Sharon

125 Plain Street
Sharon,WI54667 		  GOV Municipal improvementsUnrestricted charitable 125,000
Total .................................right arrow 3a 220,000
bApproved for future payment
Total ................................. right arrow 3b  
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 9,709  
4 Dividends and interest from securities ....     14 104,360  
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 1,144,678  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   1,258,747  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,258,747
(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:  
Part VI Line 7 - Tax Paid with the Original Return: 2,299


Form 990PF - Special Condition Description:
Special Condition Description

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

TY 2024 GainLossSaleOtherAssetsSch
Name:
DONALD E WEIG CHARITABLE FOUNDATION INC
EIN:
45-5507760
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
Charles Schwab Brokerage Account   Purchased 2024-12 Various 3,492,070 2,347,392     1,144,678  

TY 2024 InvestmentsCorpBondsSchedule
Name:
DONALD E WEIG CHARITABLE FOUNDATION INC
EIN:
45-5507760
Name of Bond End of Year Book Value End of Year Fair Market Value
Nexterra Energy 4.95% 06/01/35 50,627 48,772
Xcel Energy Inc 54,247 53,038
Bank of America 5.15% 03/28/25 60,000 60,092
Wells Fargo Bank 5.0% 05/14/26 80,000 80,978
Washington Saving 5.2% 05/18/26 89,237 90,328
Bank of America 5.05% 06/22/26 65,000 65,883
Morgan Stanley 4.7% 05/08/28 65,000 66,552

TY 2024 InvestmentsCorpStockSchedule
Name:
DONALD E WEIG CHARITABLE FOUNDATION INC
EIN:
45-5507760
Name of Stock End of Year Book Value End of Year Fair Market Value
Advanced Drain Sys. 5,166 4,624
Advanced Energy Inds 5,037 4,972
Agco Corp 5,118 4,954
Allison Transmission Holdings 5,139 4,755
Amdocs Ltd 5,209 5,108
Amerisafe 4,846 4,536
Axcelis Technologies 5,300 4,961
Cabot Corp 5,240 4,566
Commerce Bancshares 5,214 4,736
Commercial Metals 5,119 4,166
Comstock Res. 3,227 4,027
Core & Main Inc 5,111 4,836
Core Laboratories 3,191 2,839
First Horizon Corp 5,199 5,075
Forward Air 5,228 4,967
Frontdoor Inc 5,167 4,811
FTI Consulting Inc 5,184 4,969
GMS Inc 5,114 4,496
Hackett Group 5,209 4,946
Haemonetics Corp Mass 5,246 4,997
Halozyme Therapeutics 5,261 5,163
Ingevity Corp 5,257 4,605
Jazz Pharmaceuticals 5,156 5,172
Lithia Mtrs Inc 5,267 5,004
Magnolia Oil & Gas Corp 3,148 2,852
MGP Ingredients Inc 5,045 4,409
NAPCO Sec Technologies 5,125 4,623
Nordson Corp 5,075 4,185
NVE Corp 5,241 5,619
Omniab Inc 5,376 4,758
OTC Mkts Group Inc 2,563 2,458
Ovintiv Inc 3,143 3,078
Papa Johns Intl Inc 5,095 4,271
Polaris Inc 5,235 4,725
RLI Corp 5,133 4,945
Robert Half 5,220 4,932
Sanmina Corp 5,166 4,994
Schein Henry Inc. 5,210 4,982
Shyft Group Inc 5,099 4,637
Snap On Inc 5,022 4,753
Stride Inc 5,162 4,885
Telefex Inc 5,195 4,983
Tetra Tech Inc 5,192 4,821
Vail Resorts 2,679 2,624
Valvoline Inc 5,162 4,957
Wesco Intl Inc 5,142 4,524
WEX Inc 5,161 4,909
Williams Sonoma Inc 4,905 4,815
Zebra Technologies 5,306 5,021
1st Source Group 5,200 4,729
Academy Sports & Outdoor 3,089 3,279
Advanced Energy 4,335 4,278
Amalgamated Finl Corp 4,289 4,083
Amerisafe Inc 4,344 4,123
Artisan Partners Asset 4,327 3,875
Atkore Inc 4,275 4,089
Avient Corp 4,291 3,596
Axcelis Technologies 4,313 3,983
Bel Fuse Inc 4,351 4,288
Biolife Solutions 4,505 4,283
Capital City Bk Grop 4,315 4,032
Columbus McKinnon Corp 4,292 4,022
Comstock Res Inc 3,225 3,371
Core & Main Inc 4,289 4,124
CRA Intl Inc 4,356 4,306
Docgo Inc 3,435 3,460
Embecta Corp 3,355 3,511
Employers Holdings 4,360 4,252
Forward Air Corp 4,305 4,160
Frontdoor Inc 4,381 4,046
Global Indl Co 4,305 3,892
Global Ship Lease Inc 4,328 4,344
GMS Inc 4,288 3,902
Hackett Group Inc 4,344 4,147
Haemonetics Corp Mass 4,293 4,060
Hyster Yale Inc 4,249 3,973
Independent Bk Corp Mass 4,382 3,916
Ingevity Corp 4,342 3,749
Innovative Solutions 2,162 2,408
Insteel Inds Inc 4,387 3,970
Interface Inc 4,295 3,993
Iradimed Corp 4,317 4,345
Korn Ferry 4,317 4,114
Ligan Pharmaceuticals 4,228 3,857
Limbach Holdings 4,346 3,849
Logility Supply Chain 4,217 4,033
Manitowoc Co Inc 4,309 3,962
Mastercraft Boat Hldgs 4,244 3,967
MGP Ingredients Inc 4,413 3,780
Miller Inds Inc Tenn 2,092 1,895
Mimedx Group Inc 4,289 4,416
Mueller Inds Inc 4,337 4,127
Napco Sec Technolgies 4,323 4,018
Northern Oil & Gas 3,113 2,824
NVE Corp 4,283 4,560
Oceaneering Intl Inc 3,016 2,999
Omniab Inc 2,560 2,273
Orion SA 4,286 3,900
OTC Mkts Group Inc 1,060 1,024
Papa Johns Intl 4,331 3,778
Plexus Corp 4,350 4,068
Reynolds Consumer Prods 4,371 4,183
RLI Corp 4,414 4,286
Shyft Group Inc 4,319 3,968
Tetra Tech Inc 4,299 4,104
Utah Med Prods Inc 4,366 4,180
Varex Imaging Corp 4,351 4,085
1st Source Corp 4,341 3,970
Abbott Labs 155,118 142,519
Accenture PLC Ireland 15,634 15,479
Allison Transmission Hldgs 17,874 17,290
American Movil S A B DE 23,625 19,319
Apple Inc 21,739 21,536
Applied Materials 150,705 198,409
Autozone Inc 16,469 16,010
Bank New York Mellon 89,710 153,660
Berkley W R Corp 15,929 15,859
Booz Allen Hamilton Hldg 15,903 15,058
Bristol Meyers Squibb Co 114,370 110,292
C H Robinson Worldwide 19,827 18,908
Carrier Global Corp 82,396 110,581
CBOE Global Mkts Inc. 15,760 15,632
Cencora Inc 19,786 19,547
Colgate Palmolive Co 17,927 17,455
Coterra Energy Inc 15,850 16,652
CSX Corp 131,184 132,307
Ebay Inc 18,347 17,346
Emerson Elec Co 15,742 15,367
Fifth Third Bancorp 13,921 13,107
Flowserve Corp 15,872 15,358
FMC Corp 15,843 15,020
Gartner Inc 17,836 17,441
GE Healthcare Technologies 75,834 80,525
Grab Hldgs Ltd 59,524 86,376
Grainger WW 17,883 16,865
HCA Healthcare Inc 17,663 17,409
Hershey Co 19,560 18,967
Honeywell Intl Inc 184,134 189,748
Ingersoll Rand Inc 134,085 124,383
Johnson & Johnson 21,842 21,693
Kenvue Inc 17,842 17,422
LKQ Corp 20,317 20,066
Lockheed Martin Corp 42,627 58,313
Lowes Cos Inc 15,893 15,302
Marsh & Mclennan Cos Inc 93,393 183,097
McDonalds Corp 21,874 21,452
Merck & Co Inc 44,512 60,484
Microsoft 19,529 165,228
Paccar Inc 7,848 7,385
Paypal Hldgs 19,660 18,777
PNC Finl Services 15,826 15,428
Quest Diagnostics 17,556 17,349
Rockwell Automation 17,865 17,433
RTX Corp 70,538 92,576
Schlumberger Ltd 17,775 17,713
Synopsys Inc 60,950 55,816
Sysco Corp 17,949 17,586
Thermo Fisher Scientific 34,036 139,422
Trane Technologies PLC 19,916 18,837
Ulta Beauty Inc 15,776 16,092
United Parcel Service 21,808 21,689
Verizon Communications 64,564 45,509
Zebra Technolgies 17,823 17,380
Zoetis Inc 17,796 17,108

TY 2024 InvestmentsGovtObligationsSch
Name:
DONALD E WEIG CHARITABLE FOUNDATION INC
EIN:
45-5507760
US Government Securities - End of Year Book Value:

597,516
US Government Securities - End of Year Fair Market Value:

566,398
State & Local Government Securities - End of Year Book Value:


30,000
State & Local Government Securities - End of Year Fair Market Value:


28,355


TY 2024 InvestmentsOtherSchedule2
Name:
DONALD E WEIG CHARITABLE FOUNDATION INC
EIN:
45-5507760
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
Healthpeak Pptys Inc REIT   5,159 4,905
Rexford Indl Rlty Inc REIT   5,131 4,910
Alexander & Baldwin Inc REIT   4,307 4,009
Apple Hospitality REIT   4,335 4,098
Miller Convertible Bond Mutual Fund   68,086 63,250
IShares Floating Rate ETF   220,567 221,328
Crown Castle Inc REIT   112,070 66,709
Healthpeak Pptys Inc REIT   17,891 17,473
Public Storage REIT   19,618 18,865

TY 2024 LegalFeesSchedule
Name:
DONALD E WEIG CHARITABLE FOUNDATION INC
EIN:
45-5507760
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Axley Brynelson Legal and tax prep 5,171 5,171    


TY 2024 OtherExpensesSchedule
Name:
DONALD E WEIG CHARITABLE FOUNDATION INC
EIN:
45-5507760
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment fees 36,927 36,927    
ADR Fees 141 141    


TY 2024 OtherIncreasesSchedule
Name:
DONALD E WEIG CHARITABLE FOUNDATION INC
EIN:
45-5507760
Description Amount
Basis adjustments on contributed securities -137,383