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
WEILER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)815 WEILER DR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
KNOXVILLE, IA50138
A Employer identification number

26-3865871
B Telephone number (see instructions)

(641) 780-2694
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$13,895,878J 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 568 568  
4 Dividends and interest from securities... 391,028 391,028  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 540,165
b Gross sales price for all assets on line 6a 3,521,205
7 Capital gain net income (from Part IV, line 2)... 540,165
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 931,761 931,761  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,200 2,100   2,100
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
95,262 95,262   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
935 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
986 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 101,383 97,362   2,100
25 Contributions, gifts, grants paid....... 1,198,500 1,198,500
26 Total expenses and disbursements. Add lines 24 and 25 1,299,883 97,362   1,200,600
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -368,122
b Net investment income (if negative, enter -0-) 834,399
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 21,261 7,329 7,329
2 Savings and temporary cash investments......... 7,095,706 663,951 663,951
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) 811,436 Click to see attachment
List of Attached Documents:
// Content
738,427 		738,427
b Investments—corporate stock (attach schedule)....... 3,757,599 Click to see attachment
List of Attached Documents:
// Content
9,691,299 		9,691,299
c Investments—corporate bonds (attach schedule)....... 1,790,976 Click to see attachment
List of Attached Documents:
// Content
2,124,632 		2,124,632
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).......... 44,994 Click to see attachment
List of Attached Documents:
// Content
670,240 		670,240
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,521,972 13,895,878 13,895,878
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 13,521,972 13,895,878
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    
29 Total net assets or fund balances (see instructions)..... 13,521,972 13,895,878
30 Total liabilities and net assets/fund balances (see instructions). 13,521,972 13,895,878
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
13,521,972
2
Enter amount from Part I, line 27a .....................
2
-368,122
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
742,028
4
Add lines 1, 2, and 3 ..........................
4
13,895,878
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
13,895,878
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,521,205   2,981,040 540,165
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       540,165
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 540,165
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 11,598
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 11,598
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 11,598
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 4,760
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,760
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 6,838
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 arrow   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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowIA
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 arrowKATELYN FREESEMAN Telephone no.right arrow (641) 780-2694

Located atright arrow815 WEILER DRKNOXVILLEIA ZIP+4right arrow50138
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
KATELYN FREESEMAN SECRETARY/TR
0.00 		0 0 0
815 WEILER DR
KNOXVILLE,IA50138
JOEL WEILER VICE PRESIDENT
0.00 		0 0 0
815 WEILER DR
KNOXVILLE,IA50138
MEGAN GREEN PRESIDENT
0.00 		0 0 0
815 WEILER DR
KNOXVILLE,IA50138
PAT WEILER DIRECTOR
0.00 		0 0 0
815 WEILER DR
KNOXVILLE,IA50138
SHARON WEILER DIRECTOR
0.00 		0 0 0
815 WEILER DR
KNOXVILLE,IA50138
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
12,413,008
b
Average of monthly cash balances.......................
1b
1,797,796
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
14,210,804
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
14,210,804
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
213,162
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
13,997,642
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
699,882
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
699,882
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
11,598
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
11,598
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
688,284
4
Recoveries of amounts treated as qualifying distributions................
4
10,000
5
Add lines 3 and 4............................
5
698,284
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
698,284
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
1,200,600
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,200,600
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 7 698,284
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023...... 1,119,384
f Total of lines 3a through e ........ 1,119,384
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,200,600
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 698,284
e Remaining amount distributed out of corpus 502,316
5 Excess distributions carryover applied to 2024. 0 0
(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 1,621,700
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		1,621,700
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023.... 1,119,384
e Excess from 2024.... 502,316
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 e-mail address of the person to whom applications should be addressed:
KATELYN FREESEMAN
815 WEILER DR
KNOXVILLE,IA50138
(641) 780-2694
bThe form in which applications should be submitted and information and materials they should include:
WRITTEN APPLICATION WITH FULL DISCLOSURE OF PURPOSE AND USE OF FUNDS.
cAny submission deadlines:
N/A - SUBMISSIONS ARE ACCEPTED CONTINUOUSLY
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
MUST BE USED IN ACCORDANCE WITH THEIR CHARITABLE PURPOSE.
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

AMERICAN CANCER SOCIETY

PO BOX 715
DES MOINES,IA50303 		NONE PC KNOXVILLE CANCER RELAY 1,000

AUBURN UNIVERSITY

202 MARY MARTIN HALL
AUBURN,AL36849 		NONE PC NAPA ROAD SCHOLAR INITIATIVE 25,000

CONSTRUCTION ANGELS

2436 N FEDERAL HWY STE 313
LIGHTHOUSE POINT,FL33064 		NONE PC GENERAL SUPPORT 6,000

DIOCESE OF DAVENPORT

780 WEST CENTRAL PARK AVE
DAVENPORT,IA52804 		NONE PC UPON THIS ROCK CAMPAIGN 10,000

HABITAT FOR HUMANITY OF MARION COUNTY

2004 HEMPSTEAD DR
PELLA,IA50219 		NONE PC GENERAL SUPPORT 10,000

INDIAN HILLS

525 GRANDVIEW AVENUE
OTTUMWA,IA52501 		NONE PC SCHOLARSHIPS 1,000

IOWA STATE UNIVERSITY

0210 BEARDSHEAR HALL
AMES,IA50011 		NONE PC SCHOLARSHIPS 2,000

IOWA WESTERN COMMUNITY COLLEGE

2700 COLLEGE RD
COUNCIL BLUFFS,IA51503 		NONE PC SCHOLARSHIPS 1,000

KNOXVILLE COMMUNTIY SCHOOL DISTRICT

418 S PARK LN DR
KNOXVILLE,IA50138 		NONE PC GENERAL SUPPORT FOR TRACK AND FIELD 100,000

KNOXVILLE FIRST UNITED METHODIST CHURCH

313 E MONTGOMERY ST
KNOXVILLE,IA50138 		NONE PC FELLOWSHIP UNITING NEIGHBORS(FUN) SUPPORT 1,000

KNOXVILLE HOSPITAL & CLINICS FOUNDATION

1002 SOUTH LINCOLN ST
KNOXVILLE,IA50138 		NONE PC GENERAL SUPPORT 1,000,000

KNOXVILLE POLICE DEPARTMENT

305 S THIRD ST
KNOXVILLE,IA50138 		NONE PC HELMETS AND HOTDOGS EVENT 1,000

KNOXVILLE SENIOR CENTER

308 E MONTGOMERY ST
KNOXVILLE,IA50138 		NONE PC GENERAL SUPPORT 5,000

PELLA COMMUNITY SCHOOL DISTRICT

1050 E UNIVERSITY ST
PELLA,IA50219 		NONE PC LITTLE DUTCH ACADEMY 4,000

PCM HIGH SCHOOL

400 EAST HIGHWAY 163
MONROE,IA50170 		NONE PC GENERAL SUPPORT 10,000

ROTARY DISTRICT HEF INC

PO BOX 122
PELLA,IA50219 		NONE PC GENERAL SUPPORT 4,500

STEPPING STONES EARLY LEARNING CENTER

300 PANTHER DR
KNOXVILLE,IA50138 		NONE PC BREAKFAST WITH SANTA 1,000

THE WELL - KNOXVILLE

404 W PLEASANT ST
KNOXVILLE,IA50318 		NONE PC GENERAL SUPPORT 15,000

UNIVERSITY OF NORTHERN IOWA

105 GILCHRIST HALL
CEDAR FALLS,IA50614 		NONE PC SCHOLARSHIPS 1,000
Total .................................right arrow 3a 1,198,500
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 568  
4 Dividends and interest from securities ....     14 391,028  
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 ............ 		    18 540,165  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 931,761 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
931,761
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
WEILER FOUNDATION
EIN:
26-3865871
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEES 4,200 2,100   2,100

TY 2024 InvestmentsCorpBondsSchedule
Name:
WEILER FOUNDATION
EIN:
26-3865871
Name of Bond End of Year Book Value End of Year Fair Market Value
AMERICAN WATER C 29,601 29,601
AMPHENOL CORP 22,522 22,522
AON CORP / AON G 21,481 21,481
AT&T INC 27,021 27,021
AUTONATION, INC. 23,072 23,072
BROWN & BROWN 22,712 22,712
CBOE GLOBAL MARK 25,476 25,476
COMCAST CORP 22,559 22,559
CROWN CASTLE INC 21,887 21,887
FHLB 57,590 57,590
FHLMC 40,064 40,064
FHLMC 19,264 19,264
FHLMC 9,998 9,998
FHLMC 14,160 14,160
FHLMC C09004 9,949 9,949
FHLMC C91914 12,844 12,844
FHLMC G08669 5,185 5,185
FHLMC G08697 11,418 11,418
FHLMC G18527 11,918 11,918
FHLMC G18557 9,218 9,218
FHLMC G18714 11,674 11,674
FHLMC SB8057 16,994 16,994
FHLMC SD0780 19,474 19,474
FHLMC SD8091 18,817 18,817
FHLMC ZA2499 12,711 12,711
FHLMC ZS8615 19,960 19,960
FNMA PL 890696 15,889 15,889
FNMA PL 995245 6,875 6,875
FNMA PL AL5123 11,107 11,107
FNMA PL AL7077 18,800 18,800
FNMA PL AS9760 27,478 27,478
FNMA PL BC6175 6,471 6,471
FNMA PL CA5385 4,946 4,946
FNMA PL CA6409 22,133 22,133
FNMA PL FM1000 15,675 15,675
FNMA PL FM1719 6,449 6,449
FNMA PL FM4459 11,310 11,310
FNMA PL FM6818 8,245 8,245
FNMA PL FM8384 15,767 15,767
FNMA PL FM8426 11,415 11,415
FNMA PL FM9895 15,260 15,260
FNMA PL FS1931 17,197 17,197
FNMA PL MA0908 29,503 29,503
FNMA PL MA2354 11,594 11,594
FNMA PL MA3277 11,721 11,721
FNMA PL MA3279 19,945 19,945
FNMA PL MA3385 20,318 20,318
FNMA PL MA3664 5,885 5,885
FNMA PL MA4049 8,788 8,788
FNMA PL MA4155 14,020 14,020
GNMA PL MA5019M 6,369 6,369
GNMA PL MA5137M 4,327 4,327
GNMA PL MA5654M 1,940 1,940
GNMA PL MA5709M 6,430 6,430
GNMA PL MA6710M 12,766 12,766
KEYCORP 17,934 17,934
M.D.C HOLDINGS 28,380 28,380
MICRON TECHNOLO 19,517 19,517
MORGAN STANLEY 1,040,829 1,040,829
MOTOROLA 21,576 21,576
NETAPP INC 21,171 21,171
PNC FINL SVCS GR 19,553 19,553
PRIVATE EXPORT 46,628 46,628
TRINITY 22,852 22,852

TY 2024 InvestmentsCorpStockSchedule
Name:
WEILER FOUNDATION
EIN:
26-3865871
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES 14,611 14,611
ABBVIE INC 57,634 57,634
ACCENTURE PLC 23,922 23,922
ACUSHNET HLDGS CORP 16,419 16,419
ACV AUCTIONS INC 26,892 26,892
ADOBE INC 31,128 31,128
ADVANCED MICRO DEVICE IN 32,009 32,009
AEHR TEST SYS 23,581 23,581
AEROVIRONMENT INC 38,780 38,780
AFFILIATED MANAGERS GROUP 17,567 17,567
AIR PRODUCTS 23,558 23,558
ALBEMARLE CORP 22,725 22,725
ALLIANT ENERGY CORP 11,651 11,651
ALLSTATE CORP 18,032 18,032
ALPHABET INC. 42,359 42,359
ALPHABET INC. 24,936 24,936
ALPHABET INC. 260,233 260,233
ALTRIA GROUP INC 33,938 33,938
AMAZON.COM INC 24,879 24,879
AMAZON.COM INC 11,189 11,189
AMAZON.COM INC 247,033 247,033
AMDOCS LIMITED 23,328 23,328
AMERICAN HONDA 24,745 24,745
AMERICAN WTR WKS 9,337 9,337
AMERIPRISE FINL 24,739 24,739
AMERISAFE INC 16,551 16,551
AMETEK INC NEW 7,210 7,210
AMGEN INC. 54,149 54,149
AMN HEALTHCARE SRVCS 6,363 6,363
ANALOG DEVICES INC 7,861 7,861
ANHEUSER-BUSCH 24,984 24,984
ANSYS INC 7,421 7,421
APPLE INC 353,681 353,681
APPLE INC 24,676 24,676
APPLIED MATLS INC 14,799 14,799
ARCH CAP GROUP LTD 14,407 14,407
ARISTA NETWORK 9,837 9,837
ARM HLDGS 37,995 37,995
AT&T INC 65,202 65,202
ATI INC 19,429 19,429
AUTODESK INC 39,606 39,606
AUTOMATIC DATA PROCESSING 11,416 11,416
AVANTIS INTERNATIONAL 154,714 154,714
AXSOME THERAPEUTICS INC. 19,206 19,206
BANK OF AMERICA CORP 50,236 50,236
BANK OF NY MELLON CO 18,502 18,502
BANK OF NY MELLON CO 20,630 20,630
BENTLEY SYS INC 6,585 6,585
BERKLEY CORP 16,782 16,782
BERKSHIRE HATHAWAY 36,716 36,716
BEST BUY INC 10,296 10,296
BHP BILLITON 24,058 24,058
BLACKROCK INC 21,190 21,190
BOEING CO 36,285 36,285
BRADY CORP 18,676 18,676
BRISTOL-MYERS SQUIBB 25,501 25,501
BRISTOL-MYERS SQUIBB 33,235 33,235
BROADCOM INC 249,222 249,222
C H ROBINSON WORLDWD 17,744 17,744
CAMBRIA SHAREHOLDER 106,084 106,084
CAMDEN PROPERTY 24,496 24,496
CASEYS GEN STORES 30,906 30,906
CBIZ INC 19,394 19,394
CBOE GLOBAL MKTS INC 15,145 15,145
CENTENE CORP 7,997 7,997
CF INDS HLDGS 16,808 16,808
CHARLES SCHWAB CORP 34,415 34,415
CHART INDUSTRIES INC 36,069 36,069
CHEVRON CORP 50,562 50,562
CHEVRON CORP 14,469 14,469
CHORD ENERGY CORP 11,575 11,575
CISCO SYSTEMS INC 76,486 76,486
CISCO SYSTEMS INC 23,256 23,256
CLOROX CO 22,250 22,250
COGNEX CORP 27,038 27,038
COGNIZANT TECH SOLU 26,487 26,487
COMCAST CORP 24,249 24,249
COMCAST CORP 41,750 41,750
COMCAST CORP 24,432 24,432
COMMVAULT SYSTEMS 17,506 17,506
CONOCOPHILLIPS 24,312 24,312
CONSOLIDATED EDISON 14,277 14,277
CONSOLIDATED EDISON 24,570 24,570
COSTCO WHOLESALE CO 51,077 51,077
COTERRA ENERGY INC 13,638 13,638
CROWDSTRIKE HLDGS 44,481 44,481
CSG SYS INTL 19,207 19,207
CUMMINS INC 10,807 10,807
DEERE & CO 16,948 16,948
DEXCOM INC 27,608 27,608
DIAMONDBACK ENERGY 14,417 14,417
DOMINION ENERGY INC 17,920 17,920
DRAFTKINGS INC 23,845 23,845
DROPBOX 9,132 9,132
DUKE ENERGY CORP 10,774 10,774
DUOLINGO INC 28,532 28,532
E L F BEAUTY INC 32,266 32,266
ELASTIC 18,726 18,726
ELEVANCE HEALTH INC 8,854 8,854
ELI LILLY AND CO 33,806 33,806
EMPLOYERS HOLDINGS 18,750 18,750
EQUINOR ASA 24,881 24,881
ESTABLISH LABS HLDG IN F 41,325 41,325
EVEREST GROUP LTD 13,778 13,778
EVERGY INC 18,199 18,199
EXLSERVICE HOLDINGS 20,637 20,637
EXPEDIA GROUP INC. 13,416 13,416
EXPONENT INC 15,109 15,109
EXXON MOBIL CORP 79,503 79,503
FIDELITY NATL INFORMATION 10,662 10,662
FRANKLIN INTRN 152,661 152,661
FRANKLIN RES INC 13,777 13,777
FREEPORT-MCMORAN INC 7,426 7,426
FRESH DEL MONTE PROD 20,612 20,612
GENERAC HOLDINGS INC 20,001 20,001
GENERAL DYNAMICS CO 24,537 24,537
GENERAL DYNAMICS CO 24,191 24,191
GENERAL MILLS INC 14,476 14,476
GENERAL MOTORS 11,613 11,613
GEORGIA POWER CO 24,371 24,371
GILEAD SCIENCES INC 52,489 52,489
GITLAB INC 6,818 6,818
GOLDMAN SACHS GROUP 16,333 16,333
GREIF INC 20,292 20,292
HAEMONETICS CORP 27,094 27,094
HANOVER INSURANCE 18,235 18,235
HERSHEY CO 8,637 8,637
HOME DEPOT INC 65,151 65,151
HOME DEPOT INC 24,803 24,803
HOME DEPOT INC 18,097 18,097
HORACE MANN EDUCATOR 17,900 17,900
HORMEL FOODS CORP 15,053 15,053
HOULIHAN LOKEY INC 22,076 22,076
HUBSPOT INC 6,968 6,968
IBM CORP 31,461 31,461
IBM CORP 41,548 41,548
INFORMATICA INC 4,849 4,849
INTERPUBLIC GRP COS 13,549 13,549
INTUIT INC 24,179 24,179
INTUITIVE SURGICAL 67,855 67,855
JACOBS SOLUTIONS INC 14,565 14,565
JFROG LTD 17,146 17,146
JOHN DEERE 25,979 25,979
JOHNSON & JOHNSON 75,824 75,824
JPMORGAN CHASE & CO 44,326 44,326
JPMORGAN CHASE & CO 96,349 96,349
KELLY SERVICES INC 10,439 10,439
KIMBERLY CLARK CORP 15,654 15,654
KINDER MORGAN INC 23,017 23,017
KRAFT HEINZ 11,639 11,639
KRYSTAL BIOTECH INC 12,689 12,689
LANCASTER COLONY CO 15,086 15,086
LATTICE SEMICONDUCTOR 5,325 5,325
LA-Z-BOY INC 19,349 19,349
LOCKHEED MARTIN CORP 23,238 23,238
LOCKHEED MARTIN CORP 15,094 15,094
LOWES COMPANIES INC 13,935 13,935
LULULEMON ATHLETICA INC 17,591 17,591
MARATHON PETE CORP 8,928 8,928
MARIOTT INTL INC 20,921 20,921
MARSH & MCLENNAN 24,996 24,996
MASCO CORP 20,247 20,247
MC GRATH RENTCORP 15,415 15,415
MCDONALDS CORP 24,911 24,911
MEDTRONIC PLC 13,260 13,260
MERCK & CO. INC. 13,413 13,413
MERCK & CO. INC. 48,158 48,158
META PLATFORMS INC 165,126 165,126
META PLATFORMS INC 24,160 24,160
META PLATFORMS INC 45,291 45,291
METLIFE INC 24,274 24,274
MGE ENERGY INC 20,579 20,579
MICROCHIP TECHNOLOGY INC 4,645 4,645
MICROSOFT CORP 370,045 370,045
MICROSTRATEGY INC 11,585 11,585
MODERNA INC 29,563 29,563
MONDELEZ INTL 13,761 13,761
MORGAN STANELY 25,507 25,507
MORGAN STANELY 28,501 28,501
MURPHY USA INC 20,070 20,070
N B T BANCORP INC 19,090 19,090
NASDAQ INC 11,751 11,751
NEOGEN CORP 10,829 10,829
NETFLIX INC 69,523 69,523
NEW YORK TIMES 19,050 19,050
NEWMONT CORP 25,462 25,462
NEXTERA ENERGY INC 13,763 13,763
NISOURCE INC 18,968 18,968
NORTHDROP GRUMMAN CORP 9,386 9,386
NTNL FUEL GAS CO 19,919 19,919
NTNL HEALTHCARE 17,125 17,125
NTNL PRESTO INDS 20,895 20,895
NVIDIA CORP 24,638 24,638
NVIDIA CORP 264,079 264,079
O G E ENERGY CP HLDG 13,573 13,573
O S I SYSTEMS INC 19,589 19,589
OCCIDENTAL PETROL CO 28,510 28,510
ORACLE CORP 31,747 31,747
OTIS WORLDWIDE CORP 9,076 9,076
OTTER TAIL CORP 13,360 13,360
OWENS CORNING FIBERGLAS 27,762 27,762
PACCAR FINL CORP 24,206 24,206
PACCAR INC 15,766 15,766
PALANTIR TECHNOLOGIES 23,672 23,672
PAYPAL HOLDINGS INCORPOR 31,665 31,665
PEGASYSTEMS INC 10,718 10,718
PENUMBRA INC 20,898 20,898
PEPSICO INC 15,510 15,510
PEPSICO INC 24,158 24,158
PEPSICO INC 58,067 58,067
PFIZER INC 43,790 43,790
PFIZER INVT 24,768 24,768
PHILIP MORRIS 24,063 24,063
PINTEREST INC 6,061 6,061
PORTLAND GENERL ELEC 16,558 16,558
PREMIER INC 14,860 14,860
PRESTIGE CONSUMER 19,913 19,913
PRICE T ROWE GROUP 15,928 15,928
PROCTOR & GAMBLE 70,839 70,839
PROGRESSIVE CO OHIO 11,391 11,391
PTC INC 7,355 7,355
QCR HOLDINGS INC 21,956 21,956
QUALCOMM INC 24,727 24,727
QUALCOMM INC 20,715 20,715
QUALCOMM INC 23,759 23,759
R B C BEARINGS INC 30,213 30,213
RADIAN GROUP INC 36,288 36,288
REALTY INCOME 24,745 24,745
ROBLOX CORP 21,350 21,350
ROSS STORES INC 10,286 10,286
RUSH ENTERPRISES 18,800 18,800
S E I INVESTMENTS CO 26,466 26,466
S&P GLOBAL INC 24,826 24,826
S&P GLOBAL INC 11,783 11,783
SAFETY INSURANCE GRP 16,100 16,100
SALESFORCE INC 8,024 8,024
SERVICE CORP INTL 17,211 17,211
SHERWIN WILLIAMS 9,858 9,858
SILICON LABORATORIES INC 6,832 6,832
SIMON PROPERTY 24,356 24,356
SMUCKER 12,668 12,668
SNAP INC 6,990 6,990
SNOWFLAKE INC 79,367 79,367
SOUTHERN CO 21,424 21,424
SOUTHSTATE CORP 18,916 18,916
SPDR BLOOMBERG 85,670 85,670
SPIRE INC 18,015 18,015
SPOTIFY TECHNOLOGY 40,712 40,712
STANDARD MOTOR PRODS 16,282 16,282
STARBUCKS CORP 16,790 16,790
STARBUCKS CORP 21,051 21,051
STEPAN CO 10,999 10,999
STEWART INFORMATION SVCS 17,963 17,963
TAKE TWO INTERACTV 41,418 41,418
TARGET CORP 24,683 24,683
TARGET CORP 20,547 20,547
TEGNA INC 20,101 20,101
TEMPUS AI INC 10,060 10,060
TEREX CORP NEW 20,753 20,753
TESLA INC 197,478 197,478
TEXAS INSTRUMENTS 29,503 29,503
THE CIGNA GROUP 12,997 12,997
THE COCA-COLA CO 32,318 32,318
THERMO FISHER 24,162 24,162
TJX COS INC 15,947 15,947
T-MOBILE US INC 29,152 29,152
TOYOTA MOTOR 24,768 24,768
TRADEWEB MKTS INC 27,755 27,755
TRAVELERS COMPANIES 16,823 16,823
TRUIST FINL CORP 24,456 24,456
U.S. BANCORP 25,402 25,402
UBER TECHNOLOGIES INC 29,858 29,858
UFP TECHNOLOGIES INC 14,671 14,671
ULTA BEAUTY 15,223 15,223
UNIFIRST CORP 15,517 15,517
UNITED PARCEL SRVC 26,103 26,103
UNITED PARCEL SRVC 23,689 23,689
UNITEDHEALTH GRP INC 57,015 57,015
VANGUARD FTSE 216,780 216,780
VERALTO CORP 9,574 9,574
VERIZON COMMUNICATN 78,354 78,354
VERTEX PHARMACEUTICALS 9,262 9,262
VIRGINIA ELECTRIC 24,497 24,497
VISA INC 38,547 38,547
WAFD INC 17,071 17,071
WALMART INC 69,702 69,702
WASTE MANAGEMENT INC 15,890 15,890
WEIS MARKETS INC 17,218 17,218
WELLS FARGO & CO 24,632 24,632
WERNER ENTERPRISES 36 36
WERNER ENTERPRISES 13,536 13,536
WILEY JOHN & SONS INC 20,558 20,558
WISDOMTREE GLB 212,894 212,894
ZILLOW GROUP INC 47,257 47,257
ZOETIS INC 8,798 8,798
ZOOM COMMUNICATION 11,997 11,997

TY 2024 InvestmentsGovtObligationsSch
Name:
WEILER FOUNDATION
EIN:
26-3865871
US Government Securities - End of Year Book Value:

738,427
US Government Securities - End of Year Fair Market Value:

738,427
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2024 InvestmentsOtherSchedule2
Name:
WEILER FOUNDATION
EIN:
26-3865871
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
COPT DEFENSE PROPERTIES REIT FMV 19,312 19,312
EQUINIX INC FMV 11,315 11,315
LTC PROPERTIES INC REIT FMV 17,351 17,351
MID AMERICA APARTMENT CO REIT FMV 17,008 17,008
NTNL HEALTH INVE REIT FMV 19,734 19,734
PUBLIC STORAGE REIT FMV 15,170 15,170
PUBLIC STORAGE REIT FMV 13,475 13,475
STEPSTONE PRIVATE MARKET FMV 556,875 556,875

TY 2024 OtherExpensesSchedule
Name:
WEILER FOUNDATION
EIN:
26-3865871
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSES 986 0   0


TY 2024 OtherIncreasesSchedule
Name:
WEILER FOUNDATION
EIN:
26-3865871
Description Amount
UNREALIZED GAIN/LOSS 731,529
FMV IN EXCESS OF BASIS IN PURCHASED STOCK 499
PRIOR YEAR GRANT RETURNED 10,000


TY 2024 OtherProfessionalFeesSchedule
Name:
WEILER FOUNDATION
EIN:
26-3865871
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 95,262 95,262   0


TY 2024 TaxesSchedule
Name:
WEILER FOUNDATION
EIN:
26-3865871
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN WITHHOLDING 56 0   0
TAX PAYMENTS 879 0   0