Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
WILLIAM W WEIL FOUNDATION INC
C/O H JOHN FELDMAN ESQUIRE
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 492710
 
Room/suite
City or town
LEESBURG
State or province
FL
Country  
ZIP or foreign postal code
347492710
A Employer identification number

59-3227671
B Telephone number (see instructions)

3525891414
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$11,198,086
J 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 .................
3 Interest on savings and temporary cash investments 180,306 180,306  
4 Dividends and interest from securities... 127,100 127,100  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 467,418
b Gross sales price for all assets on line 6a 3,155,224
7 Capital gain net income (from Part IV, line 2)... 467,418
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........ 774,824 774,824  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 136,855 136,855   136,855
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 3,200 3,200    
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 66 66    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 140,121 140,121   136,855
25 Contributions, gifts, grants paid....... 450,000 450,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 590,121 140,121   586,855
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 184,703
b Net investment income (if negative, enter -0-) 634,703
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 354,076 507,181 507,181
2 Savings and temporary cash investments.........      
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
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)....... 2,703,648 Click to see attachment
List of Attached Documents:
// Content
3,346,953
7,165,587
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,735,000 Click to see attachment
List of Attached Documents:
// Content
3,510,000
3,525,318
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,792,724 7,364,134 11,198,086
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 )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 6,792,724 7,364,134
29 Total net assets or fund balances (see instructions)..... 6,792,724 7,364,134
30 Total liabilities and net assets/fund balances (see instructions). 6,792,724 7,364,134
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
6,792,724
2
Enter amount from Part I, line 27a .....................
2
184,703
3
Other increases not included in line 2 (itemize)
3
386,707
4
Add lines 1, 2, and 3 ..........................
4
7,364,134
5
Decreases not included in line 2 (itemize)
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
7,364,134
Form 990-PF (2025)
Form 990-PF (2025)
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.)
1a
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
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
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 2 467,418
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 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 8,822
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 8,822
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 8,822
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 10,000
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 10,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 1,178
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax1,178 Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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)
FL
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 2025 or the taxable year beginning in 2025? 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 addressN/A
14
The books are in care ofH JOHN FELDMAN Telephone no. (352) 589-1414

Located atPO BOX 492710LEESBURGFL ZIP+4347492710
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
1d
 
 
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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
H JOHN FELDMAN DIR/PRES/SEC
000.00
45,618 0 0
PO BOX 492710
LEESBURG,FL347492710
KAREN B HART DIR/VP
000.00
45,618 0 0
PO BOX 217
NOBLETON,FL34661
THOMAS W MCKEAN DIRECTOR
000.00
45,619 0 0
3625 DIANE DRIVE
BOYNTON BEACH,FL33433
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...................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
Form 990-PF (2025)
Form 990-PF (2025)
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
10,641,762
b
Average of monthly cash balances.......................
1b
657,740
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
11,299,502
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
11,299,502
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
400,000
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
10,899,502
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
544,975
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
544,975
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
8,822
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
8,822
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
536,153
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
536,153
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
536,153
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, line 26, column (d) ..........
1a
586,855
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
586,855
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2024
(c)
2024
(d)
2025
1 Distributable amount for 2025 from Part X, line 7 536,153
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 9,494
b From 2021...... 12,554
c From 2022......  
d From 2023...... 30,304
e From 2024...... 5,699
f Total of lines 3a through e ........ 58,051
4Qualifying distributions for 2025 from Part
XI, line 4: $ 586,855
a Applied to 2024, but not more than line 2a  
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 2025 distributable amount..... 536,153
e Remaining amount distributed out of corpus 50,702
5 Excess distributions carryover applied to 2025.    
(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 5 108,753
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
 
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 ..........
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) .......
 
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ...
9,494
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ......
99,259
10 Analysis of line 9:
a Excess from 2021 .... 12,554
b Excess from 2022 ....  
c Excess from 2023 .... 30,304
d Excess from 2024 .... 5,699
e Excess from 2025 .... 50,702
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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

HANCOCK COMMUNITY FOUNDATION
PASS THROUGH FUND
312 E MAIN STREET
GREENFIELD,IN46140
    PASS THROUGH FUND 125,000

HANCOCK COMMUNITY FOUNDATION
SCHOLARSHIPS
312 E MAIN STREET
GREENFIELD,IN46140
    SCHOLARSHIPS 50,000

BOYS & GIRLS CLUB
YOUTH PROGRAMS
715 E LINCOLN STREET
GREENFIELD,IN46140
    YOUTH PROGRAMS 50,000

HANCOCK COMMUNITY FOUNDATION
GOOD CITIZEN SCHOLARSHIP FUND TRADITIONAL
312 E MAIN STREET
GREENFIELD,IN46140
    SCHOLARSHIPS 50,000

HANCOCK COMMUNITY FOUNDATION
THE LANDING
312 E MAIN STREET
GREENFIELD,IN46140
    THE LANDING 50,000

HANCOCK COMMUNITY FOUNDATION
ENDOWMENT
312 E MAIN STREET
GREENFIELD,IN46140
    ENDOWMENT 50,000

HANCOCK COMMUNITY FOUNDATION
MOBILE EQUINE CLASSROOM
312 E MAIN STREET
GREENFIELD,IN46140
    MOBILE EQUINE 75,000
Total ................................. 3a 450,000
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
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 ...........
    14 180,306  
4 Dividends and interest from securities ....     14 127,100  
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 ............
        467,418
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) ..   307,406 467,418
13Total. Add line 12, columns (b), (d), and (e)..................
13
774,824
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
WILLIAM W WEIL FOUNDATION INC
 
C/O H JOHN FELDMAN ESQUIRE
EIN:
59-3227671
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEVERIITT & ASSOCIATES P.A. 3,200 3,200    

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

TY 2025 GainLossSaleOtherAssetsSch
Name:
WILLIAM W WEIL FOUNDATION INC
 
C/O H JOHN FELDMAN ESQUIRE
EIN:
59-3227671
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
FISERV INC 2025-06 PURCHASE 2025-12   12,343 36,910     -24,567  
JP MORGAN CHASE BANK CD 2025-05 PURCHASE 2025-12   100,000 100,000        
LULULEMON ATHLETICA INC 2025-04 PURCHASE 2025-12   8,097 12,162     -4,065  
FIDELITY FUNDS 2025-11 PURCHASE 2025-12   320,475 320,475        
CERTIFICATE OF DEPOSIT REDEEMED 2025-11 PURCHASE 2025-12   1,420,000 1,420,000        
ABBOTT LABORATORIES 2015-10 PURCHASE 2025-06   34,365 10,990     23,375  
APPLE INC 2015-10 PURCHASE 2025-12   97,174 10,062     87,112  
BROADCOM INC 2022-06 PURCHASE 2025-12   47,044 7,173     39,871  
FEDEX CORPORATION 2018-03 PURCHASE 2025-06   20,563 21,635     -1,072  
FIRST TR GLOBAL ETF 2022-06 PURCHASE 2025-06   19,339 24,507     -5,168  
GLOBAL PAYMENTS IINC 2018-09 PURCHASE 2025-06   15,265 24,938     -9,673  
MERCK & CO INC NEW 2018-06 PURCHASE 2025-06   27,619 20,076     7,543  
MICROSOFT CORP 2015-04 PURCHASE 2025-12   106,784 9,647     97,137  
ABBOTT LABORATORIES 2002-03 PURCHASE 2025-06   66,085 12,118     53,967  
APPLIED MATERIALS 1998-06 PURCHASE 2025-12   98,397 2,635     95,762  
FIDELITY FUNDS TREASURY PORT 2024-12 PURCHASE 2025-12   622,038 622,038        
JP MORGAN CHASE & CO 2013-10 PURCHASE 2025-06   49,859 10,130     39,729  
STARBUCKS CORP 2013-10 PURCHASE 2025-06   26,104 11,634     14,470  
WALMART INC 2004-12 PURCHASE 2025-12   63,673 10,676     52,997  

TY 2025 InvestmentsCorpStockSchedule
Name:
WILLIAM W WEIL FOUNDATION INC
 
C/O H JOHN FELDMAN ESQUIRE
EIN:
59-3227671
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES 41,057 117,773
ABBVIE INC 43,102 55,980
ACCENTURE PLC IRELAND 34,060 93,905
AIR PRODUCTS & CHEMICALS 16,527 24,702
ALPHABET INC 23,478 187,800
AMAZON COM INC 131,734 222,741
AMERICAN ELECTRIC POWER 67,454 79,564
ANALOG DEVICES INC 29,128 37,968
APPLE INC 32,543 339,825
APPLIED MATERIALS INC 10,360 368,781
BANK OF AMERICA CORP 73,512 165,000
BROADCOM INC 19,695 129,788
CANADIAN PACIFIC RAILWAY 23,569 25,770
CENCORA INC 16,457 23,642
CHEVRON CORPORATION 22,616 49,533
CHUBB LTD 16,047 18,727
CISCO SYSTEMS INC 20,359 50,070
CITIGROUP INC NEW 25,298 46,676
COCA COLA COMPANY 20,517 69,910
COMCAST CORP NEW 87,556 65,011
CONOCO PHILLIPS COP 35,500 36,508
CORNING INC 17,080 43,780
COSTCO WHSL CORP NEW 24,563 43,117
CROWDSTRIKE HOLDINGS INC 18,416 23,438
CSX CORP 18,636 59,812
DELL TECHNOLOGIES INC 41,223 125,880
DIAMONDBACK ENERGY INC 20,326 18,791
DIGITAL REALTY TRUST INC 20,451 19,339
DISNEY WALT COMPANY 21,565 68,262
DUKE ENERGY CORP 13,768 29,303
DUPONT DE NEMOURS INC 14,000 18,894
EATON CORP PLC 15,357 55,739
EDWARDS LIFESCIENCE CORP 903 102,300
ELECTRONIC ARTS INC 36,289 45,974
ELEVANCE HEALTH INC 43,903 33,302
ELI LILLY & CO 27,138 37,614
EMERSON ELECTRIC CO 36,585 53,088
EXELON CORPORATION 31,458 43,590
EXXON MOBIL CORP 48,868 72,204
FEDEX CORPORATION 48,417 66,438
FIFTH THIRD BANCORP 30,269 58,512
FIRST TR ETF LOW DURATION 50,701 49,990
FISERV INC    
GENL DYNAMICS CORP 34,809 50,499
GLOBAL PAYMENTS INC    
HOME DEPOT INC 33,514 139,360
HP INC 18,886 26,736
INTERCONTINENTAL EXCH 29,631 40,490
JANUS HENDERSON ETF 49,829 49,140
JOHNSON & JOHNSON 35,052 93,128
JPMORGAN CHASE & CO 32,522 196,554
KINDER MORGAN INC 19,579 19,243
L3HARRIS TECHNOLOGIES INC 29,444 46,971
LINDE PLC 11,883 21,319
LOWES COMPANIES INC 35,471 40,997
MARATHON PETROLEUM CORP 12,545 65,052
MARVELL TECHNOLOGY INC 41,942 55,237
MERCK & CO INC NEW 20,555 36,841
META PLATFORMS INC 16,344 82,511
METLIFE INC 38,292 78,940
MICROSOFT CORP 26,087 275,663
NEWS CORP NEW 24,187 29,630
NEXTERA ENERGY INC 69,372 76,266
NORFOLK SOUTHERN CORP 48,070 115,488
NORTHROP GRUMMAN CORP 22,464 28,510
NVIDIA CORP 34,455 49,422
NXP SEMICONDUCTORS NV 22,606 21,706
O'REILLY AUTOMOTIVE INC 14,744 20,522
PALO ALTO NETWORKS 32,672 32,235
PARKER-HANNIFIN CORP 29,107 87,896
PEPSICO INC 37,859 37,315
PHILLIPS 66 43,722 74,198
PROCTER & GAMBLE CO 49,748 41,560
PULTE GROUP INC 12,425 14,658
QNITY ELECTRONICS INC 20,056 19,188
QUALCOMM INC 40,300 47,039
RTX CORP 28,991 45,850
S&P GLOBAL INC 35,590 39,194
SALESFORCE.COM 48,388 59,605
SCHLUMBERGER LTD (SLB LTD) 40,034 47,975
SERVICENOW INC 25,909 26,808
SHERWIN WILLIAMS CO 30,245 29,163
SOUTHERN COMPANY 41,747 41,420
SPDR EURO STOXX50 20,777 22,537
SPDR S&P 500 TRUST ET 126,748 409,152
STARBUCKS CORP 11,634 25,263
STATE STREET DPDR ETF 51,269 50,715
STRYKER CORP 13,032 70,294
T-MOBILE US INC 42,071 60,912
TAIWAN SEMICONDUCTOR MFG 28,772 54,700
TARGET CORP 48,082 39,100
TJX COS INC 41,510 107,527
TOYOTA MTR CORP 28,055 33,179
TRACTOR SUPPLY CO 24,441 43,759
UNION PACIFIC CORP 55,080 127,226
UNITED HEALTH GROUP INC 45,396 123,791
VALERO ENERGY CORP NEW 31,267 73,255
VANECK IG FLOATING ETF 51,434 50,960
VERIZON COMMUNICATIONS 20,872 20,365
VISA INC 45,034 70,142
WAL-MART STORES INC 16,014 100,269
WASTE MANAGEMENT INC DEL 15,121 79,535
WILLIAMS COMPANIES INC 20,783 19,536

TY 2025 InvestmentsOtherSchedule2
Name:
WILLIAM W WEIL FOUNDATION INC
 
C/O H JOHN FELDMAN ESQUIRE
EIN:
59-3227671
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ALLY BANK CD AT COST    
AMERICAN EXPRESS BANK CD AT COST 75,000 75,268
AXOS BANK CD AT COST 100,000 100,123
BANK HAPOALIM BANK CD AT COST 50,000 50,098
BANK HAPOALIM BANK CD AT COST 100,000 99,922
BANK OF AMERICA CD AT COST 50,000 50,014
BANK OF AMERICA CD AT COST    
BANK OF NY MELLON CD AT COST    
BMO HARRIS BANK CD AT COST    
BMO HARRIS BANK CD AT COST    
BMW BANK CD AT COST 50,000 50,281
BMW BANK CD AT COST 50,000 49,997
BMW BANK CD AT COST 50,000 50,581
BMW BANK N AMERICA CD AT COST    
BMW BANK N AMERICA CD AT COST 50,000 49,850
BNY MELLON CD AT COST 50,000 50,650
BNY MELLON CD AT COST 100,000 99,784
CAPITAL ONE BANK CD AT COST 50,000 50,236
CAPITAL ONE BANK CD AT COST    
CITY NATIONAL BANK CD AT COST    
CITY NATIONAL BANK CD AT COST    
CITYBANK CD AT COST 100,000 101,094
COMENITY BANK CD AT COST    
COMMERCIAL BANK OF CAL CD AT COST 50,000 50,075
DISCOVER BANK CD AT COST    
DISCOVER BANK CD AT COST 100,000 100,467
DISCOVER BANK CD AT COST 50,000 50,263
EAGLEMARK SAVINGS BANK CD AT COST 50,000 50,765
FIRST BANK OF RICHMOND CD AT COST 100,000 99,794
FIRST BANK PUERTO RICO CD AT COST 100,000 100,103
FIRST NATIONAL BANK OMAHA CD AT COST    
FLAGSTAR BANK CD AT COST 50,000 50,085
FLAGSTAR BANK CD AT COST    
GOLDMAN SACHS BANK CD AT COST 50,000 50,291
GOLDMAN SACHS BANK CD AT COST 50,000 50,208
GOLDMAN SACHS BANK CD AT COST 50,000 49,846
GOLDMAN SACHS BANK CD AT COST 50,000 49,853
GOLDMAN SACHS BANK CD AT COST 50,000 49,783
INBANK CD AT COST 100,000 99,790
LCA BANK CORP CD AT COST 50,000 50,038
LOYAL TRUST BANK CD AT COST    
MEDALLION BANK CD AT COST    
MORGAN STANLEY BANK CD AT COST 65,000 65,274
MORGAN STANLEY BANK CD AT COST 50,000 50,238
MORGAN STANLEY BANK CD AT COST 50,000 50,164
MORGAN STANLEY BANK CD AT COST 100,000 100,226
MORGAN STANLEY BANK CD AT COST 50,000 49,849
MORGAN STANLEY BANK CD AT COST 50,000 50,924
MORGAN STANLEY BANK CD AT COST 50,000 49,846
MORGAN STANLKEY BANK CD AT COST 50,000 49,849
NORTHERN BANK & TRUST CD AT COST    
NORTHERN BANK & TRUST CD AT COST    
OPTUM BANK CD AT COST 50,000 50,538
SAFRA NATIONAL BANK CD AT COST    
SALLIE MAE BANK CD AT COST 50,000 50,015
SALLIE MAE BANK CD AT COST 50,000 50,302
SALLIE MAE BANK CD AT COST 100,000 101,461
SALLIE MAE BANK CD AT COST 45,000 44,966
SIGNATURE BANK CD AT COST    
STATE BANK INDIA CD AT COST    
SYNCHRONY BANK CD AT COST 95,000 96,005
SYNCHRONY BANK CD AT COST 50,000 50,346
SYNCHRONY BANK CD AT COST    
TEXAS EXCHANGE BK CD AT COST 100,000 99,939
TEXAS EXCHANGE BK CD AT COST 100,000 100,022
TEXAS HERITAGE NATION CD AT COST 100,000 100,112
TOYOTA FINANCIAL SAVINGS BANK CD AT COST 50,000 50,753
TOYOTA FINANCIAL SAVINGS BANK CD AT COST 100,000 101,461
TOYOTA FINANCIAL SAVINGS BANK CD AT COST 100,000 101,086
UBS BANK CD AT COST 50,000 50,301
UBS BANK CD AT COST 30,000 30,224
UBS BANK CD AT COST 100,000 100,752
UBS BANK CD AT COST    
VALLEY NATIONAL BANK CD AT COST 50,000 50,578
VALLEY NATIONAL BANK CD AT COST 50,000 50,828

TY 2025 OtherExpensesSchedule
Name:
WILLIAM W WEIL FOUNDATION INC
 
C/O H JOHN FELDMAN ESQUIRE
EIN:
59-3227671
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
STATE ANNUAL FEE 61 61    
SERVICE CHARGE 5 5