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
DAVID & CANDACE WEIR FOUNDATION
 
% DAVID & CANDACE WEIR FOUNDAT
Number and street (or P.O. box number if mail is not delivered to street address)CO CL KING 9 ELK ST
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ALBANY, NY12207
A Employer identification number

13-3797919
B Telephone number (see instructions)

(518) 431-3500
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$124,467,867J 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) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 299,719 299,719  
4 Dividends and interest from securities... 149,818 149,818  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 5,412,684
b Gross sales price for all assets on line 6a 27,519,908
7 Capital gain net income (from Part IV, line 2)... 13,850,422
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
199,481 138,389  
12 Total. Add lines 1 through 11........ 6,061,702 14,438,348  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 8,925 4,463   4,462
c Other professional fees (attach schedule)....        
17 Interest............... 1,728 1,728    
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
362,537 745    
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
134,650 133,148    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 507,840 140,084   4,462
25 Contributions, gifts, grants paid....... 5,889,854 5,889,854
26 Total expenses and disbursements. Add lines 24 and 25 6,397,694 140,084   5,894,316
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -335,992
b Net investment income (if negative, enter -0-) 14,298,264
c Adjusted net income (if negative, enter -0-)... 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.............      
2 Savings and temporary cash investments......... 2,739,487 7,961,760 7,961,760
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)      
b Investments—corporate stock (attach schedule)....... 37,399,173 Click to see attachment
List of Attached Documents:
// Content
32,196,764 		42,607,170
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 28,178,284 Click to see attachment
List of Attached Documents:
// Content
27,822,428 		73,892,937
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
6,000 		Click to see attachment
List of Attached Documents:
// Content
6,000 		Click to see attachment
List of Attached Documents:
// Content
6,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 68,322,944 67,986,952 124,467,867
Liabilities 17 Accounts payable and accrued expenses.......... 15,633 15,633
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)......... 15,633 15,633
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........ 17,201,669 17,201,669
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 51,105,642 50,769,650
29 Total net assets or fund balances (see instructions)..... 68,307,311 67,971,319
30 Total liabilities and net assets/fund balances (see instructions). 68,322,944 67,986,952
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
68,307,311
2
Enter amount from Part I, line 27a .....................
2
-335,992
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
67,971,319
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
67,971,319
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 CITI TRENDS. INC P    
b CITI TRENDS. INC P 2023-05-30 2024-02-05
c EXTREME NETWORKS P 2024-01-31 2024-11-21
d FABRINET P   2024-07-15
e FEDERAL SIGNAL CORP D 2012-11-08 2024-04-02
GLOBUS MEDICAL INC CL A NEW P    
HARROW INC P   2024-09-11
INFINERA CORP P   2024-09-17
INOGEN INC P   2024-05-24
ONTO INNOVATION INC. D    
ORGANON & CO P 2023-02-06 2024-03-04
R1 RCM INC P   2024-11-20
R1 RCM INC P 2023-12-20 2024-11-20
REVANCE THERAPEUTICS P 2023-11-29 2024-01-19
RIBBON COMMUNICATIONS INC P    
SEMTECH CORP P 2023-10-19 2024-01-19
SEMTECH CORP P 2024-06-24 2024-07-15
TRUEBRIDGE, INC P    
ULTRA CLEAN HOLDINGS, INC P   2024-02-26
VERADIGM INC P 2024-02-07 2024-04-24
WESTROCK CO D   2024-01-24
XEROX CORP P 2024-04-29 2024-11-21
ZUMIEZ, INC P 2024-03-19 2024-04-19
HARROW INC P 2023-08-29 2024-08-27
R1 RCM, INC NEW P   2024-08-20
(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 1,123,703   928,238 195,465
b 90,949   48,418 42,531
c 781,463   679,100 102,363
d 1,534,478   468,109 1,066,369
e 1,670,155   109,330 1,560,825
1,563,924   1,127,288 436,636
2,454,115   904,226 1,549,889
1,330,928   937,247 393,681
175,051   133,161 41,890
5,630,371   375,309 5,255,062
347,999   591,542 -243,543
1,001,000   158,359 842,641
1,430,000   1,049,924 380,076
113,761   140,200 -26,439
973,298   1,231,815 -258,517
425,017   318,784 106,233
729,616   590,182 139,434
681,322   492,414 188,908
1,350,316   616,573 733,743
404,447   424,595 -20,148
2,807,855   944,185 1,863,670
174,953   277,218 -102,265
7,495   6,640 855
34,619   12,505 22,114
7,164     7,164
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       195,465
b       42,531
c       102,363
d       1,066,369
e       1,560,825
      436,636
      1,549,889
      393,681
      41,890
      5,255,062
      -243,543
      842,641
      380,076
      -26,439
      -258,517
      106,233
      139,434
      188,908
      733,743
      -20,148
      1,863,670
      -102,265
      855
      22,114
      7,164
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 13,850,422
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) 1 198,746
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 198,746
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 198,746
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 249,892
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 249,892
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 1,308
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 49,838
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow49,838 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 arrowNY
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 arrowDAVID & CANDACE WEIR FOUNDATIO Telephone no.right arrow (518) 431-3500

Located atright arrow9 ELK STREETALBANYNY ZIP+4right arrow12207
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
CANDACE K WEIR TRUSTEE
1.0 		0 0 0
CO CL KING 9 ELK ST
ALBANY,NY12207
MEREDITH PRIME TRUSTEE
1.0 		0 0 0
CO CL KING 9 ELK ST
ALBANY,NY12207
AMELIA F WEIR TRUSTEE
1.0 		0 0 0
CO CL KING 9 ELK ST
ALBANY,NY12207
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
 
Total number of other employees paid over $50,000...................right arrow  
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
 
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
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
117,926,965
b
Average of monthly cash balances.......................
1b
6,479,998
c
Fair market value of all other assets (see instructions)................
1c
1,020,937
d
Total (add lines 1a, b, and c).........................
1d
125,427,900
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
125,427,900
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,881,419
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
123,546,481
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
6,177,324
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
6,177,324
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
198,746
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
198,746
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
5,978,578
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
5,978,578
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
5,978,578
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
5,894,316
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
5,894,316
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 5,978,578
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 4,372,061
b Total for prior years:2022, 2021, 2020  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 5,894,316
a Applied to 2023, but not more than line 2a 4,372,061
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2024 distributable amount..... 1,522,255
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 .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		4,456,323
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) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
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).)
CANDACE K WEIR
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

Adirondack Chapter - Nature Conservancy

PO BOX 65
KEENE VALLEY,NY12943 		NONE PC GENERAL CHARITABLE NEEDS 100,000

Adirondack Council

PO BOX D-2
ELIZABETHTOWN,NY12932 		NONE PC GENERAL CHARITABLE NEEDS 15,000

Adirondack Experience

PO BOX 99
BLUE MOUNTAIN LAKE,NY12812 		NONE PC GENERAL CHARITABLE NEEDS 5,000

Adirondack Foundation

PO BOX 288
LAKE PLACID,NY12946 		NONE PC GENERAL CHARITABLE NEEDS 25,000

Adirondack Land Trust

PO BOX 130
KEENE,NY12942 		NONE PC GENERAL CHARITABLE NEEDS 800,000

AdkAction

PO BOX 64
KEESEVILLE,NY12944 		NONE PC GENERAL CHARITABLE NEEDS 20,000

Albany Academies

140 ACADEMY ROAD
ALBANY,NY12208 		NONE PC GENERAL CHARITABLE NEEDS 5,000

Albany County Historical Association

9 TEN BROECK PLACE
ALBANY,NY12210 		NONE PC GENERAL CHARITABLE NEEDS 10,000

ALBANY DIOCESAN CEMETERIES

48 CEMETERY AVE
MENANDS,NY12204 		NONE PC GENERAL CHARITABLE NEEDS 50,000

Albany Institute Of History & Art

125 WASHINGTON AVE
ALBANY,NY12210 		NONE PC GENERAL CHARITABLE NEEDS 51,000

Albany Medical Center Foundation

43 NEW SCOTLAND AVE MC 119
ALBANY,NY12208 		NONE PC GENERAL CHARITABLE NEEDS 60,000

Albany Public Library

161 WASHINGTON AVE
ALBANY,NY12210 		NONE PC GENERAL CHARITABLE NEEDS 20,000

Albany Rural Cemetery

68 CEMETERY AVENUE
ALBANY,NY12204 		NONE PC GENERAL CHARITABLE NEEDS 50,000

Albany Symphony Orchestra

19 CLINTON AVE
ALBANY,NY12207 		NONE PC GENERAL CHARITABLE NEEDS 5,000

American Cancer Society

1 Penny Lane
Latham,NY12110 		NONE PC GENERAL CHARITABLE NEEDS 5,000

American Farmland Trust

1150 CONNECTICUT AVE NW SUITE 600
WASHINGTON,DC20036 		NONE PC GENERAL CHARITABLE NEEDS 5,000

American Red Cross

33 EVERETT ROAD
ALBANY,NY12205 		NONE PC GENERAL CHARITABLE NEEDS 10,000

Archives Of American Art

PO BOX 418320
BOSTON,MA02241 		NONE PC GENERAL CHARITABLE NEEDS 20,000

Au Sable Valley Habitat For Humanity

PO BOX 157
ELIZABETHTOWN,NY12932 		NONE PC GENERAL CHARITABLE NEEDS 10,000

Ballard Park Foundation

PO BOX 96
WESTPORT,NY12993 		NONE PC GENERAL CHARITABLE NEEDS 5,500

Block Island Conservancy

PO Box 84
Block Island,RI02807 		NONE PC GENERAL CHARITABLE NEEDS 20,000

Block Island Historical Society

PO BOX 79
BLOCK ISLAND,RI02807 		NONE PC GENERAL CHARITABLE NEEDS 10,000

Block Island Land Trust

PO Box 220
Block Island,RI02807 		NONE PC GENERAL CHARITABLE NEEDS 50,000

Block Island Maritime Institute

PO Box 358
Block Island,RI02807 		NONE PC GENERAL CHARITABLE NEEDS 2,000

Block Island Medical Center

6 PAYNE ROAD
BLOCK ISLAND,RI02807 		NONE PC GENERAL CHARITABLE NEEDS 10,000

BOMB

80 HANSON PLACE 703
BROOKLYN,NY11217 		NONE PC GENERAL CHARITABLE NEEDS 2,500

Boys And Girls Club Of The Capital Area

21 DELAWARE AVE
ALBANY,NY12210 		NONE PC GENERAL CHARITABLE NEEDS 30,000

Breast Cancer Research Foundation

28 West 44th Street Suite 609
New York,NY10036 		NONE PC GENERAL CHARITABLE NEEDS 152,500

Brown Ledge Foundation

PO BOX 862
COLCHESTER,VT05446 		NONE PC GENERAL CHARITABLE NEEDS 15,000

Brown University

69 BROWN STREET
PROVIDENCE,RI02912 		NONE PC GENERAL CHARITABLE NEEDS 15,000

Capital City Rescue Mission

259 SOUTH PEARL STREET
ALBANY,NY12202 		NONE PC GENERAL CHARITABLE NEEDS 50,000

Capital Repertory Theatre

251 North Pearl Street
Albany,NY12207 		NONE PC GENERAL CHARITABLE NEEDS 5,000

Capital Roots

594 RIVER STREET
TROY,NY12180 		NONE PC GENERAL CHARITABLE NEEDS 51,100

CCPMA

1900 N Austin Suite 16
CHICAGO,IL60639 		NONE   GENERAL CHARITABLE NEEDS 2,000

CLINTON ESSEX FRANKLIN LIBRARY SYSTEM

33 Oak St
Plattsburgh,NY12901 		NONE PC GENERAL CHARITABLE NEEDS 5,000

Champlain Area Trails

PO BOX 193
WESTPORT,NY12993 		NONE PC GENERAL CHARITABLE NEEDS 10,000

Church Of God Of Prophecy

774 MADISON AVE
ALBANY,NY12208 		NONE PC GENERAL CHARITABLE NEEDS 5,000

City And Country School

146 W 13TH STREET
NEW YORK,NY10011 		NONE PC GENERAL CHARITABLE NEEDS 10,000

Community Foundation For The Greater Capital Regio

2 Tower Place
Albany,NY12203 		NONE PC GENERAL CHARITABLE NEEDS 5,000

Cornell University

130 EAST SENECA STREET 400
ITHACA,NY14850 		NONE PC GENERAL CHARITABLE NEEDS 10,000

Damon Runyon Cancer Research Foundation

ONE EXCHANGE PLAZA 55 BROADWAY SUIT
NEW YORK,NY10006 		NONE PC GENERAL CHARITABLE NEEDS 10,000

Doctors Without Borders

40 RECTOR ST 16TH FLOOR
NEW YORK,NY10006 		NONE PC GENERAL CHARITABLE NEEDS 5,000

ECHO

PO BOX 250
ESSEX,NY12936 		NONE PC GENERAL CHARITABLE NEEDS 5,000

Elizabethtown Community Hospital

PO BOX 277
ELIZABETHTOWN,NY12932 		NONE PC GENERAL CHARITABLE NEEDS 5,000

Elizabethtown Library Association

PO BOX 7
ELIZABETHTOWN,NY12932 		NONE PC GENERAL CHARITABLE NEEDS 5,000

Everytown For Gun Safety Support Fund

PO BOX 3886
NEW YORK,NY10163 		NONE PC GENERAL CHARITABLE NEEDS 20,000

Families In Need Of Assistance

69 BROOKLINE AVE
ALBANY,NY12203 		NONE PC GENERAL CHARITABLE NEEDS 5,000

FFAPL

161 WASHINGTON AVE
ALBANY,NY12210 		NONE PC GENERAL CHARITABLE NEEDS 5,000

Food Pantries Of The Capital District

32 ESSEX STREET
ALBANY,NY12206 		NONE PC GENERAL CHARITABLE NEEDS 50,000

Friends Of Florence

4545 W STREET NW
WASHINGTON,DC20007 		NONE PC GENERAL CHARITABLE NEEDS 5,000

Friends Of Pruyn House

207 OLD NISKAYUNA RD
LATHAM,NY12110 		NONE PC GENERAL CHARITABLE NEEDS 5,500

Friends Of The High Line

820 Washington Street
New York,NY10014 		NONE PC GENERAL CHARITABLE NEEDS 2,500

Greater Loudonville Association

PO BOX 11144
LOUDONVILLE,NY12211 		NONE PC GENERAL CHARITABLE NEEDS 3,000

Historic Albany Foundation

89 LEXINGTON AVE
ALBANY,NY12206 		NONE PC GENERAL CHARITABLE NEEDS 20,000

Historic Cherry Hill

523 1/2 SOUTH PEARL STREET
ALBANY,NY12202 		NONE PC GENERAL CHARITABLE NEEDS 10,000

Historical Society Of The Town Of Colonie

629 Albany Shaker Road
Loudonville,NY12211 		NONE PC GENERAL CHARITABLE NEEDS 18,000

Hospital For Special Surgery

610 W 58TH ST
NEW YORK,NY10019 		NONE PC GENERAL CHARITABLE NEEDS 30,000

Hutchins Center Harvard University

104 MOUNT AUBURN STREET 3R
CAMBRIDGE,MA02138 		NONE PC GENERAL CHARITABLE NEEDS 25,000

International Rescue Committee

122 EAST 42ND STREET
NEW YORK,NY10168 		NONE PC GENERAL CHARITABLE NEEDS 30,000

IPH

176 SHERIDAN AVE
ALBANY,NY12210 		NONE PC GENERAL CHARITABLE NEEDS 50,000

Joseph's House & Shelter Inc

74 FERRY STREET
TROY,NY12180 		NONE PC GENERAL CHARITABLE NEEDS 50,000

Lake Champlain Committee

208 FLYNN AVE BUILDING 3 STUDIO 3F
BURLINGTON,VT05401 		NONE PC GENERAL CHARITABLE NEEDS 5,000

Lifepath

28 COLVIN AVE SUITE 2
ALBANY,NY12206 		NONE PC GENERAL CHARITABLE NEEDS 10,000

Literacy Volunteers Of Rensselaer County

65 1ST STREET
TROY,NY12180 		NONE PC GENERAL CHARITABLE NEEDS 5,000

Moses Brown School

250 LLOYD AVENUE
PROVIDENCE,RI02906 		NONE PC GENERAL CHARITABLE NEEDS 15,000

Mountain Lake PBS

ONE SESAME STREET
PLATTSBURGH,NY12901 		NONE PC GENERAL CHARITABLE NEEDS 30,000

National Museum Of Women In The Arts

1250 NY AVENUE
WASHINGTON,DC20005 		NONE PC GENERAL CHARITABLE NEEDS 5,000

National Park Foundation

1500 K STREET NW SUITE 700
WASHINGTON,DC20005 		NONE PC GENERAL CHARITABLE NEEDS 10,000

National Public Radio

1111 NORTH CAPITOL ST NE
WASHINGTON,DC20002 		NONE PC GENERAL CHARITABLE NEEDS 100,000

National Trust For Historic Preservation

2600 VIRGINIA AVE NW SUITE 1100
WASHINGTON,DC20037 		NONE PC GENERAL CHARITABLE NEEDS 500,000

Nature Conservancy - Block Island

PO BOX 1287
BLOCK ISLAND,RI02807 		NONE PC GENERAL CHARITABLE NEEDS 800,000

New York State Trooper Foundation

3 AIRPORT PARK BLVD
LATHAM,NY12110 		NONE PC GENERAL CHARITABLE NEEDS 2,000

New-York Historical Society

170 CENTRAL PARK WEST AT RICHARD GI
NEW YORK,NY10024 		NONE PC GENERAL CHARITABLE NEEDS 55,000

PBS Foundation

1225 S CLARK STREET
ARLINGTON,VA22202 		NONE PC GENERAL CHARITABLE NEEDS 100,000

Pen America

588 BROADWAY SUITE 303
NEW YORK,NY10012 		NONE PC GENERAL CHARITABLE NEEDS 30,000

Pilgrim Monument & Provincetown Museum

PO BOX 1125
PROVINCETOWN,MA02657 		NONE PC GENERAL CHARITABLE NEEDS 30,000

Preservation League Of New York State

44 CENTRAL AVE
ALBANY,NY12206 		NONE PC GENERAL CHARITABLE NEEDS 50,000

President And Fellows Of Harvard College

1033 Massachusetts Avenue 5th Floor
Cambridge,MA02138 		NONE PC GENERAL CHARITABLE NEEDS 3,000

Proctors Theatre

432 STATE STREET
SCHENECTADY,NY12305 		NONE PC GENERAL CHARITABLE NEEDS 5,000

Providence Preservation Society

24 MEETING STREET
PROVIDENCE,RI02903 		NONE PC GENERAL CHARITABLE NEEDS 10,000

Provincetown Conservation Trust

PO BOX 307
PROVINCETOWN,MA02657 		NONE PC GENERAL CHARITABLE NEEDS 10,000

Regional Food Bank Of Northeastern New York

965 ALBANY SHAKER RD
LATHAM,NY12110 		NONE PC GENERAL CHARITABLE NEEDS 10,000

Russell Ferber Foundation

40 FIFTH AVE-APT 2A
NEW YORK,NY10011 		NONE PC GENERAL CHARITABLE NEEDS 500

Saint Mary's College

330 POWELL AVE
NEWBURGH,NY12550 		NONE PC GENERAL CHARITABLE NEEDS 10,000

Second Stage Theatre

1501 BROADWAY SUITE 518
NEW YORK,NY10036 		NONE PC GENERAL CHARITABLE NEEDS 35,000

Shaker Heritage Society

25 MEETING HOUSE ROAD
ALBANY,NY12211 		NONE PC GENERAL CHARITABLE NEEDS 10,000

Shaker MuseumMount Lebanon

PO BOX 630
NEW LEBANON,NY12125 		NONE PC GENERAL CHARITABLE NEEDS 20,000

Shaker Road Loudonville Fire Department

550 ALBANY SHAKER ROAD
LOUDONVILLE,NY12211 		NONE PC GENERAL CHARITABLE NEEDS 5,000

St Andrew's Roman Catholic Church

PO BOX 279
Block Island,RI02807 		NONE PC GENERAL CHARITABLE NEEDS 10,000

St Elizabeth's Church

PO BOX 368
ELIZABETHTOWN,NY12932 		NONE PC GENERAL CHARITABLE NEEDS 10,000

St Mary's Church

10 LODGE STREET
Albany,NY12207 		NONE PC GENERAL CHARITABLE NEEDS 30,000

St Patrick's Church Port Henry

12 ST PATRICK PL
PORT HENRY,NY12974 		NONE PC GENERAL CHARITABLE NEEDS 10,000

St Pius X Church

23 CRUMITE ROAD
LOUDONVILLE,NY12211 		NONE PC GENERAL CHARITABLE NEEDS 50,000

The Bogliasco Foundation

1 E 53rd St 8th floor
New York,NY10022 		NONE PC GENERAL CHARITABLE NEEDS 10,000

The Churchill School & Center

301 E 29TH ST
NEW YORK,NY10016 		NONE PC GENERAL CHARITABLE NEEDS 5,000

The Clark Art Institute

225 SOUTH STREET
WILLIAMSTOWN,MA01267 		NONE PC GENERAL CHARITABLE NEEDS 50,000

The Corporation Of Yaddo

312 UNION AVE
SARATOGA SPRINGS,NY12866 		NONE PC GENERAL CHARITABLE NEEDS 35,100

The Drawing Center

35 WOOSTER STREET
NEW YORK,NY10013 		NONE PC GENERAL CHARITABLE NEEDS 7,500

The Fort Ticonderoga Association

PO BOX 390
TICONDEROGA,NY12883 		NONE PC GENERAL CHARITABLE NEEDS 10,000

The Fresh Air Fund

633 3RD AVE 14TH FLOOR
NEW YORK,NY10017 		NONE PC GENERAL CHARITABLE NEEDS 10,000

The Garden Conservancy

PO BOX 608
GARRISON,NY10524 		NONE PC GENERAL CHARITABLE NEEDS 5,000

The Hyde Collection Trust

161 WARREN STREET
GLENS FALLS,NY12801 		NONE PC GENERAL CHARITABLE NEEDS 10,000

The Metropolitan Museum Of Art

1000 FIFTH AVE
NEW YORK,NY10028 		NONE PC GENERAL CHARITABLE NEEDS 107,500

The Morgan Library & Museum

225 MADISON AVE
NEW YORK,NY10016 		NONE PC GENERAL CHARITABLE NEEDS 20,000

The Municipal Art Society Of NY

488 MADISON AVE
NEW YORK,NY10022 		NONE PC GENERAL CHARITABLE NEEDS 5,000

The Museum Of Modern Art

11 West 53rd Street
New York,NY10019 		NONE PC GENERAL CHARITABLE NEEDS 307,654

The National World War II Museum

PO BOX 758590
TOPEKA,KS66675 		NONE PC GENERAL CHARITABLE NEEDS 5,000

The New York Landmarks Conservancy

1 WHITEHALL STREET 21ST FLOOR
NEW YORK,NY10004 		NONE PC GENERAL CHARITABLE NEEDS 28,000

The New York Public Library

455 Fifth Avenue
NEW YORK,NY10016 		NONE PC GENERAL CHARITABLE NEEDS 20,000

The Next Step

2 HOLLAND AVE
ALBANY,NY12209 		NONE PC GENERAL CHARITABLE NEEDS 30,000

The Olana Partnership

PO BOX 199
HUDSON,NY12534 		NONE PC GENERAL CHARITABLE NEEDS 2,500

The Studio Museum In Harlem

144 WEST 125TH STREET
NEW YORK,NY10027 		NONE PC GENERAL CHARITABLE NEEDS 5,000

Unity House

2431 SIXTH AVE
TROY,NY12180 		NONE PC GENERAL CHARITABLE NEEDS 50,000

University Impact

3507 N UNIVERSITY AVE SUITE 125
PROVO,UT84604 		NONE PC GENERAL CHARITABLE NEEDS 15,000

Vassar College

ALUMNAE AFFAIRS PO BOX 725
POUGHKEEPSIE,NY12604 		NONE PC GENERAL CHARITABLE NEEDS 350,000

Vermont PBS

10 EAST ALLEN STREET STE 202
WINOOSKI,VT05404 		NONE PC GENERAL CHARITABLE NEEDS 30,000

WAACC

227 SOUTH ST
WILLIAMSTOWN,MA01267 		NONE PC GENERAL CHARITABLE NEEDS 5,000

Wadhams Free Library

763 NYS ROUTE 22
WADHAMS,NY12993 		NONE PC GENERAL CHARITABLE NEEDS 5,000

WAMCNortheast Public Radio

318 CENTRAL AVE
ALBANY,NY12206 		NONE PC GENERAL CHARITABLE NEEDS 30,000

WERC

155 Washington Avenue 3rd Floor
Albany,NY12210 		NONE PC GENERAL CHARITABLE NEEDS 2,500

Westport Depot Theatre

PO BOX 414
WESTPORT,NY12993 		NONE PC GENERAL CHARITABLE NEEDS 5,000

Westport Fire District Emergency Squad

50 JESUP RD
WESTPORT,CT06880 		NONE PC GENERAL CHARITABLE NEEDS 5,000

Westport Library Association

PO BOX 436
WESTPORT,NY12993 		NONE PC GENERAL CHARITABLE NEEDS 10,500

WETA

3939 CAMPBELL AVE
ARLINGTON,VA22206 		NONE PC GENERAL CHARITABLE NEEDS 250,000

Whitney Museum Of American Art

99 Gansevoort St
New York,NY10014 		NONE PC GENERAL CHARITABLE NEEDS 2,500

Wikimedia Foundation Inc

1 MONTGOMERY STREET SUITE 1600
SAN FRANCISCO,CA94104 		NONE PC GENERAL CHARITABLE NEEDS 5,000

Wilton Food Pantry

PO Box 2383
WILTON,NY12831 		NONE PC GENERAL CHARITABLE NEEDS 5,000

WMHT

4 GLOBAL VIEW
TROY,NY12180 		NONE PC GENERAL CHARITABLE NEEDS 30,000

WNET

825 8TH AVE 14TH FLOOR
NEW YORK,NY10019 		NONE PC GENERAL CHARITABLE NEEDS 350,000
Total .................................right arrow 3a 5,889,854
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 ........... 		    14 299,719  
4 Dividends and interest from securities .... 523940 19,001 14 130,817  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14    
8 Gain or (loss) from sales of assets other than
inventory ............ 		523940 -3,000 18 5,415,684  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aPCM PARTNERS II 		    18 138,389  
b990-PF OVERPAYMENT APPLIED     14 49,892  
c990-T OVERPAYMENT APPLIED     14 9,344  
dCT-13 OVERPAYMENT APPLIED       1,856  
e
12 Subtotal. Add columns (b), (d), and (e) .. 16,001 6,045,701  
13Total. Add line 12, columns (b), (d), and (e)..................
13
6,061,702
(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
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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.
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 Firm's EIN Right Arrow
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 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

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TY 2024 DepreciationSchedule
Name:
DAVID & CANDACE WEIR FOUNDATION
EIN:
13-3797919
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2024 InvestmentsCorpStockSchedule
Name:
DAVID & CANDACE WEIR FOUNDATION
EIN:
13-3797919
Name of Stock End of Year Book Value End of Year Fair Market Value
FABRINET 222,354 2,198,800
VEECO INSTRUMENTS 1,063,826 1,608,000
JABIL CIRCUIT, INC. 401,244 2,878,000
CITI TRENDS. INC 0 0
RIBBON COMMUNICATIONS INC 1,662,929 2,496,000
ONTO INNOVATION INC. 752,854 2,500,050
AXCELIS TECHNOLOGIES 2,620,826 2,096,100
MAXLINEAR, INC 1,771,724 1,186,800
ULTRA CLEAN HOLDINGS, INC 0 0
EXTREME NETWORKS 3,478,501 3,348,000
AVIAT NETWORKS INC 1,239,909 728,022
R1 RCM INC 0 0
MIMEDIX GROUP INC 750,104 1,924,000
PENNANT GROUP INC. 887,921 2,121,600
TD SYNNEX CORP 1,243,000 2,345,600
CALIX INC 1,662,354 1,394,800
ENTEGRIS INC 699,795 990,600
FEDERAL SIGNAL CORP 0 0
GLOBUS MEDICAL INC - A 1,539,931 2,481,300
ORGANON & CO 0 0
WESTROCK CO 0 0
ADTRAN HOLDINGS INC 526,928 666,400
ENVIRI CORP 1,412,134 1,386,000
HARROW INC 0 0
INFINERA CORP 0 0
ORTHOFIX MEDICAL INC 1,449,176 2,095,200
REVANCE THERAPEUTICS INC 0 0
SEMTECH CORP 0 0
TACTICAL SYSTEMS TECHNOLOGY 1,389,141 1,713,000
CAMBIUM NETWORKS CORP 938,006 128,960
AMERICAN WOODMARK CORP 971,042 961,438
CERENCE INC 1,258,996 785,000
CONCENTRIX CORP 1,854,796 1,298,100
SI-BONE, INC. 1,557,855 1,402,000
TRUEBRIDGE, INC 841,418 1,873,400

TY 2024 InvestmentsOtherSchedule2
Name:
DAVID & CANDACE WEIR FOUNDATION
EIN:
13-3797919
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ARTWORK AT COST 1,014,937 1,014,937
PCM PARTNERS INTERNATIONAL LTD AT COST 19,878,578 52,546,997
PCM PARTNERS LP, II AT COST 6,928,913 20,331,003

TY 2024 OtherAssetsSchedule
Name:
DAVID & CANDACE WEIR FOUNDATION
EIN:
13-3797919
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
LOAN AND EXCHANGE 6,000 6,000 6,000


TY 2024 OtherExpensesSchedule
Name:
DAVID & CANDACE WEIR FOUNDATION
EIN:
13-3797919
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE (ARTWORK) 2,672 2,672    
STORAGE FEES (ARTWORK) 5,634 5,634    
ANNUAL NYS DEPARTMENT OF LAW 1,500      
OFFICE EXPENSES 2      
PCM PARTNERS II EBIE 124,842 124,842    


TY 2024 OtherIncomeSchedule2
Name:
DAVID & CANDACE WEIR FOUNDATION
EIN:
13-3797919
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PCM PARTNERS LP II 138,389 138,389  
990-PF OVERPAYMENT APPLIED 49,892    
990-T OVERPAYMENT APPLIED 9,344    
CT-13 OVERPAYMENT APPLIED 1,856    


TY 2024 TaxesSchedule
Name:
DAVID & CANDACE WEIR FOUNDATION
EIN:
13-3797919
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX PAID 745 745    
990-PF OVERPAYMENT APPLIED 49,892      
990-PF ESTIMATED PAYMENT 200,000      
990-PF TAX PAYMENT FOR PY 98,000      
990-T OVERPAYMENT APPLIED 9,344      
CT-13 OVERPAYMENT APPLIED 1,856      
990-T TAX PAYMENT FOR PY 1,500      
CT-13 TAX FOR PY 1,200