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
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
KNOXVILLE
State or province
IA
Country  
ZIP or foreign postal code
50138
A Employer identification number

26-3865871
B Telephone number (see instructions)

6417802694
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)$25,332,366J 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) 10,339,400
2 Check .................
3 Interest on savings and temporary cash investments 1,101 1,101  
4 Dividends and interest from securities... 516,246 516,246  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,212,757
b Gross sales price for all assets on line 6a 7,407,060
7 Capital gain net income (from Part IV, line 2)... 1,212,757
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
49 0  
12 Total. Add lines 1 through 11........ 12,069,553 1,730,104  
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
2,625 1,312   1,313
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
112,537 112,537   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
18,453 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
3,205 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 136,820 113,849   1,313
25 Contributions, gifts, grants paid....... 1,381,964 1,381,964
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,518,784 113,849   1,383,277
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 10,550,769
b Net investment income (if negative, enter -0-) 1,616,255
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............. 7,329 4,536 4,536
2 Savings and temporary cash investments......... 663,951 970,204 970,204
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) 738,427 Click to see attachment
List of Attached Documents:
// Content
686,639 		686,639
b Investments—corporate stock (attach schedule)....... 9,691,299 Click to see attachment
List of Attached Documents:
// Content
17,853,890 		17,853,890
c Investments—corporate bonds (attach schedule)....... 2,124,632 Click to see attachment
List of Attached Documents:
// Content
4,547,120 		4,551,120
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 670,240 Click to see attachment
List of Attached Documents:
// Content
1,265,977 		1,265,977
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) 13,895,878 25,328,366 25,332,366
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 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........... 13,895,878 25,328,366
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    
29 Total net assets or fund balances (see instructions)..... 13,895,878 25,328,366
30 Total liabilities and net assets/fund balances (see instructions). 13,895,878 25,328,366
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
13,895,878
2
Enter amount from Part I, line 27a .....................
2
10,550,769
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
881,719
4
Add lines 1, 2, and 3 ..........................
4
25,328,366
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
25,328,366
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.)
1 a PUBLICLY TRADED SECURITIES P    
b LONG TERM CAPITAL GAIN P    
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 7,403,062   6,194,303 1,208,759
b 3,998     3,998
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       1,208,759
b       3,998
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 1,212,757
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 22,466
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 22,466
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 22,466
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 11,600
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 11,600
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....... 9 10,866
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 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)
IA
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 ofKATELYN FREESEMAN Telephone no. (641) 780-2694

Located at815 WEILER DRKNOXVILLEIA ZIP+450138
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
 
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 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
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................... 0
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 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.........................0
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
16,910,264
b
Average of monthly cash balances.......................
1b
1,579,302
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
18,489,566
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
18,489,566
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
277,343
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
18,212,223
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
910,611
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
910,611
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
22,466
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
22,466
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
888,145
4
Recoveries of amounts treated as qualifying distributions................
4
1,930
5
Add lines 3 and 4............................
5
890,075
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
890,075
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
1,383,277
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
1,383,277
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 7 890,075
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023...... 1,119,384
e From 2024...... 502,316
f Total of lines 3a through e ........ 1,621,700
4Qualifying distributions for 2025 from Part
XI, line 4: $ 1,383,277
a Applied to 2024, 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 2025 distributable amount..... 890,075
e Remaining amount distributed out of corpus 493,202
5 Excess distributions carryover applied to 2025. 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 2,114,902
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
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) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		2,114,902
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 .... 1,119,384
d Excess from 2024 .... 502,316
e Excess from 2025 .... 493,202
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 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 (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

AMERICAN HOME FINDING ASSOCIATION

PO BOX 656
OTTUMWA,IA52501 		NONE   GENERAL SUPPORT 500

AMERICAN LEGION POST 632

314 E ROBINSON ST
KNOXVILLE,IA50138 		NONE   GENERAL SUPPORT 500

BATY TUCKER AMERICAN LEGION POST 168

PO BOX 221
KNOXVILLE,IA50138 		NONE   GENERAL SUPPORT 500

BELLEFOUNTAINE MILITARY MONUMENT

311 SCHOOL ST
TRACY,IA50256 		NONE   GENERAL SUPPORT 500

BLUE STAR MOTHERS OF IOWA

PO BOX 751
JOHNSTON,IA50131 		NONE   GENERAL SUPPORT 500

BUENA VISTA UNIVERSITY

610 W 4TH ST
STORM LAKE,IA50588 		NONE   SCHOLARSHIPS 1,000

BUSSEY LITTLE LEAGUE

202 WEST ST N
BUSSEY,IA50044 		NONE   GENERAL SUPPORT 1,000

CELEBRATE CHURCH FOOD PANTRY

1005 N LINCOLN ST
KNOXVILLE,IA50138 		NONE   GENERAL SUPPORT 500

CENTRAL COLLEGE

812 UNIVERSITY ST
PELLA,IA50219 		NONE   SCHOLARSHIPS 1,500

CITY OF PELLA

825 BROADWAY
PELLA,IA50219 		NONE   PELLA RECREATION 50,000

COAL RIDGE CHURCH OUTREACH COMMITTEE

1034 HGWY S-71
KNOXVILLE,IA50138 		NONE   GENERAL SUPPORT 500

COLUMBIA FIRE DEPARTMENT

1032 VIRGINIA ST
COLUMBIA,IA50057 		NONE   GENERAL SUPPORT 500

COMMUNITY HOSPICE & PALLIATIVE CARE FOUNDATION

4266 SUNBEAM RD
JACKSONVILLE,FL32257 		NONE   CARS EVENT 5,000

COMMUNITY BETTERMENT ORGANIZATION

617 FRANKLIN PL STE 200
PELLA,IA50219 		NONE   GENERAL SUPPORT 10,000

CHARITON FIRST UNITED CHURCH

923 ROLAND AVENUE
CHARITON,IA50049 		NONE   COUNTING SHEEP 500

CRISIS CANINES OF THE MIDLANDS

25 E HOWARD ST
COLFAX,IA50054 		NONE   GENERAL SUPPORT 1,000

CRISIS INTERVENTION SERVICES

PO BOX 6
OSKALOOSA,IA52577 		NONE   GENERAL SUPPORT 500

CROSSROADS OF PELLA

1554 BROADWAY ST
PELLA,IA50219 		NONE   GENERAL SUPPORT 500

CUB SCOUT PACK 362

1506 S ATTICE RD
KNOXVILLE,IA50138 		NONE   GENERAL SUPPORT 1,000

DIOCESE OF DAVENPORT

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

DMACC

1100 7TH STREET
DES MOINES,IA50314 		NONE   SCHOLARSHIPS 1,000

FAMILIES FIRST OF PELLA

PO BOX 807
PELLA,IA50219 		NONE   GENERAL SUPPORT 1,000

FIRE RESCUE ASSOCIATION OF KNOXVILLE

308 S THIRD ST
KNOXVILLE,IA50138 		NONE   GENERAL SUPPORT 1,000

FOSTER SQUAD

6950 NE 14TH ST UNIT 33
ANKNEY,IA50023 		NONE   GENERAL SUPPORT 1,000

FREEDOM FOR YOUTH MINISTRIES

107 S 3RD ST
KNOXVILLE,IA50138 		NONE   GENERAL SUPPORT 500

FRIENDS OF THE PELLA PUBLIC LIBRARY

825 BROADWAY STREET
PELLA,IA50219 		NONE   GENERAL SUPPORT 1,000

FRIENDS OF THE WEBB SHADLE PUBLIC LIBRARY

301 W DALLAS ST
PLEASANTVILLE,IA50225 		NONE   GENERAL SUPPORT 1,000

GRACEFUL HORIZON ADULT DAY PROGRAM

PO BOX 2
KNOXVILLE,IA50138 		NONE   GENERAL SUPPORT 500

HABITAT FOR HUMANITY OF MARION COUNTY

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

HELPING HANDS FOOD PANTRY

110 W MAIN ST
KNOXVILLE,IA50138 		NONE   GENERAL SUPPORT 500

INDIAN HILLS

525 GRANDVIEW AVENUE
OTTUMWA,IA52501 		NONE   SCHOLARSHIPS 4,000

INDIANA TOWNSHIP FIRE RESCUE

1980 HIGHWAY 76
KNOXVILLE,IA50138 		NONE   GENERAL SUPPORT 500

IOWA STATE UNIVERSITY

0210 BEARDSHEAR HALL
AMES,IA50011 		NONE   SCHOLARSHIPS 2,000

JOHN MYERS VFW POST 3519

413 S LINCOLN ST
KNOXVILLE,IA50138 		NONE   GENERAL SUPPORT 500

KNOXVILLE ALUMNI ASSOCIATION

PO BOX 662
KNOXVILLE,IA50138 		NONE   GENERAL SUPPORT 1,000

KNOXVILLE CHURCH OF THE NAZARENE YOUTH GROUP

1121 S LINCOLN ST
KNOXVILLE,IA50138 		NONE   GENERAL SUPPORT 500

KNOXVILLE COMMUNITY CHORUS

7315 SPRUCE ST
KNOXVILLE,IA50138 		NONE   GENERAL SUPPORT 500

KNOXVILLE COMMUNITY FOUNDATION

PO BOX 226
KNOXVILLE,IA50138 		NONE   GENERAL SUPPORT 78,821

KNOXVILLE COMMUNITY SCHOOL DISTRICT

418 S PARK LN DR
KNOXVILLE,IA50138 		NONE   ELEMENTARY SCHOOLS 1,500

KNOXVILLE FEDERATED GARDEN CLUB

1017 N LINCOLN ST
KNOXVILLE,IA50138 		NONE   GENERAL SUPPORT 500

KNOXVILLE FIRST UNITED METHODIST CHURCH

313 E MONTGOMERY ST
KNOXVILLE,IA50138 		NONE   FELLOWSHIP UNITING NEIGHBORS(FUN) SUPPORT 2,000

KNOXVILLE HIGH SCHOOL

418 S PARK LN DR
KNOXVILLE,IA50138 		NONE   BASEBALL FIELD BLEACHERS 3,000

KNOXVILLE HOSPITAL & CLINICS FOUNDATION

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

KNOXVILLE LITTLE LEAGUE

PO BOX 311
KNOXVILLE,IA50138 		NONE   GENERAL SUPPORT 1,000

KNOXVILLE MUSIC BOOSTERS

418 S PARK LN DR
KNOXVILLE,IA50138 		NONE   GENERAL SUPPORT 1,000

KNOXVILLE PANTHER PANTRY

1811 W MADISON ST
KNOXVILLE,IA50138 		NONE   GENERAL SUPPORT 1,000

KNOXVILLE PANTHER SCHOLARSHIP FOUNDATION

418 S PARK LN DR
KNOXVILLE,IA50138 		NONE   GENERAL SUPPORT 500

KNOXVILLE VOLUNTEER RESERVE POLICE DEPARTMENT

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

KNOXVILLE PUBLIC SCHOOL

1811 W MADISON ST
KNOXVILLE,IA50138 		NONE   TRACK & FIELD PROJECT 100,000

KNOXVILLE RACING CHARITABLE ORGANIZATION

PO BOX 493
KNOXVILLE,IA50138 		NONE   GENERAL SUPPORT 500

KNOXVILLE SENIOR CENTER

308 E MONTGOMERY ST
KNOXVILLE,IA50138 		NONE   GENERAL SUPPORT 6,000

MARION COUNTY 4-H FOUNDATION

PO BOX 409
KNOXVILLE,IA50138 		NONE   GENERAL SUPPORT 1,000

MARION COUNTY HISTORICAL SOCIETY

PO BOX 21
KNOXVILLE,IA50138 		NONE   GENERAL SUPPORT 1,000

MARION COUNTY HUMANE SOCIETY

1701 E PLEASANT ST
KNOXVILLE,IA50138 		NONE   GENERAL SUPPORT 500

MARION COUNTY SPECIAL OLYMPICS

PO BOX 115
GRIMES,IA50111 		NONE   GENERAL SUPPORT 1,000

MARION COUNTY UNITED WAY

PO BOX 577
KNOXVILLE,IA50138 		NONE   GENERAL SUPPORT 1,000

MELCHER-DALLAS DOLLARS FOR SCHOLARS

PO BOX 441
MELCHERDALLAS,IA50163 		NONE   SCHOLARSHIPS 1,000

MELCHER DALLAS LITTLE LEAGUE

202 RAILROAD ST
MELCHERDALLAS,IA50062 		NONE   GENERAL SUPPORT 500

MELCHER DALLAS MUSIC BOOSTERS

210 S MAIN ST
MELCHERDALLAS,IA50163 		NONE   GENERAL SUPPORT 1,000

MELCHER DALLAS YOUTH FOOTBALL

210 S MAIN ST
DALLAS,IA50062 		NONE   GENERAL SUPPORT 500

MELCHER-DALLAS LIONS CLUB

112 N MAIN ST
MELCHERDALLAS,IA50163 		NONE   GENERAL SUPPORT 500

MISSOURI SOUTHERN STATE UNIVERSITY

3950 NEWMAN RD
JOPLIN,MO64801 		NONE   SCHOLARSHIPS 1,000

MISSOURI WELDING INSTITUTE

3300 INDUSTRIAL PKWY
NEVADA,MO64772 		NONE   SCHOLARSHIPS 1,000

MONTGOMERY STREET PRESCHOOL

318 E MONTGOMERY ST
KNOXVILLE,IA50138 		NONE   GENERAL SUPPORT 500

NEW SHARON CHILD CARE AND PRESCHOOL

2163 135TH ST
NEW SHARON,IA50207 		NONE   GENERAL SUPPORT 2,000

NM PACT

PO BOX 392
NEW SHARON,IA50207 		NONE   GENERAL SUPPORT 500

PELLA CINEMAS

617 FRANKLIN PL STE 200
PELLA,IA50219 		NONE   GENERAL SUPPORT 500

PELLA COMMUNITY BAND BOOSTERS

427 MAIN ST
PELLA,IA50219 		NONE   GENERAL SUPPORT 500

PELLA HISTORICAL SOCIETY

507 FRANKLIN ST
PELLA,IA50219 		NONE   GENERAL SUPPORT 500

PELLA MIDDLE SCHOOL

613 E 13TH ST
PELLA,IA50219 		NONE   TRACK AND FIELD 500

PELLA PRESERVATION TRUST

PO BOX 1
PELLA,IA50219 		NONE   GENERAL SUPPORT 500

PELLA SHOOTERS CLUB

424 180TH AVE
OTLEY,IA50214 		NONE   GENERAL SUPPORT 500

PLEASANTVILLE FINE ARTS BOOSTERS

PO BOX 472
PLEASANTVILLE,IA50225 		NONE   GENERAL SUPPORT 500

PLEASANTVILLE SPORTS ASSOCIATION

12486 S31 HWY
MILO,IA50166 		NONE   GENERAL SUPPORT 500

PONY EXPRESS RIDERS OF IOWA

401 NE 66TH AVE
DES MOINES,IA50313 		NONE   GENERAL SUPPORT 1,000

PULL TOGETHER INC

1143 325TH STREET
BUSSEY,IA50044 		NONE   GENERAL SUPPORT 1,000

RED ROCK LAKE ASSOCIATION

PO BOX 292
PELLA,IA50219 		NONE   GENERAL SUPPORT 1,000

ROTARY DISTRICT HEF INC

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

SHORT YEARS PARTNERSHIP

515 N JEFFERSON WAY STE I
INDIANOLA,IA50215 		NONE   GENERAL SUPPORT 500

SPECIAL OLYMPICS IOWA

PO BOX 620
GRIMES,IA50111 		NONE   GENERAL SUPPORT 500

SPIRIT OF PELLA

PO BOX 833
PELLA,IA50219 		NONE   GENERAL SUPPORT 500

SPRIGS 'N SPROUTS

907 UNION ST
PELLA,IA50219 		NONE   GENERAL SUPPORT 500

STEPPING STONES EARLY LEARNING CENTER

300 PANTHER DR
KNOXVILLE,IA50138 		NONE   BREAKFAST WITH SANTA 2,000

STEPS OF HOPE IOWA

603 MALLARD POINTE DR NW
BONDURANT,IA50035 		NONE   GENERAL SUPPORT 500

THE DOLLYWOOD FOUNDATION

111 E MAIN ST 2ND FLOOR
SEVIERVILLE,TN37862 		NONE   GENERAL SUPPORT 5,953

THE GRAND THEATER

212 E ROBINSON ST
KNOXVILLE,IA50138 		NONE   GENERAL SUPPORT 500

THE MILLY ROSE FOUNDATION FOR KINDNESS

1128 FOUNTAIN VIEW DR
PELLA,IA50219 		NONE   GENERAL SUPPORT 500

THE WELL - KNOXVILLE

404 W PLEASANT ST
KNOXVILLE,IA50318 		NONE   GENERAL SUPPORT 500

TULIP CITY STORM SOFTBALL CLUB

2010 WASHINGTON ST
PELLA,IA50219 		NONE   GENERAL SUPPORT 500

TWIN CEDARS DOLLARS FOR SCHOLARS

PO BOX 212
BUSSEY,IA50044 		NONE   GENERAL SUPPORT 500

TWIN CEDARS PTO

PO BOX 212
BUSSEY,IA50044 		NONE   GENERAL SUPPORT 19,190

TWIN CEDARS SHOOTING TEAM

2239 WILSON DR
HAMILTON,IA50116 		NONE   GENERAL SUPPORT 500

UNION STREET PLAYERS

2265 GRACELAND CEMETERY RD
PELLA,IA50219 		NONE   GENERAL SUPPORT 500

UNIVERSITY OF NORTHERN IOWA

105 GILCHRIST HALL
CEDAR FALLS,IA50614 		NONE   SCHOLARSHIPS 2,000

UNIVERSITY OF OREGON

1585 E 13TH AVE
EUGENE,OR97403 		NONE   SCHOLARSHIPS 1,000

WILLIAM PENN UNIVERSITY

201 W TRUEBLOOD AVE
OSKALOOSA,IA52577 		NONE   SCHOLARSHIPS 1,000

WOMEN OF ASPHALT

PO BOX 8152
FLEMING ISLAND,FL32006 		NONE   GENERAL SUPPORT 10,000

XI ALPHA TAU

1610 E ROBINSON TRLR 122
KNOXVILLE,IA50138 		NONE   GENERAL SUPPORT 500

YOUR LIFE MATTERS

1806 W LARSON ST
KNOXVILLE,IA50138 		NONE   GENERAL SUPPORT 500
Total ................................. 3a 1,381,964
bApproved for future payment
Total ................................. 3b 0
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 1,101  
4 Dividends and interest from securities ....     14 516,246  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,212,757  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    01 49  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,730,153 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,730,153
(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
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
WEILER FOUNDATION
 
Employer identification number

26-3865871
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 2025) Page 2
Name of organization
WEILER FOUNDATION
  		Employer identification number
26-3865871
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
WEILER INC
 
815 WEILER DR
 
KNOXVILLE, IA50138

$ 10,339,400


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
WEILER FOUNDATION
  		Employer identification number

26-3865871
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
WEILER FOUNDATION
  		Employer identification number

26-3865871
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2025 AccountingFeesSchedule
Name:
WEILER FOUNDATION
EIN:
26-3865871
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEES 2,625 1,312   1,313

TY 2025 InvestmentsCorpBondsSchedule
Name:
WEILER FOUNDATION
EIN:
26-3865871
Name of Bond End of Year Book Value End of Year Fair Market Value
AFLAC INC 61,869 61,869
AIR PRODUCTS 61,137 61,137
ALPHABET INC. 61,700 61,700
AMAZON.COM INC 54,220 54,220
AMERICAN EXPRESS 60,432 60,432
AMERICAN HONDA 26,447 26,447
AMERICAN WATER C 30,530 30,530
AMERIPRISE FINL 59,708 59,708
AMPHENOL CORP 23,219 23,219
AMPHENOL CORP 59,814 59,814
AON CORP / AON G 22,939 22,939
APPLE INC 24,976 24,976
AT&T INC 28,437 28,437
AUTONATION, INC. 24,725 24,725
BHP BILLITON 24,029 24,029
BP CAPITAL MARK 54,780 54,780
BRISTOL-MYERS SQUIBB 61,028 61,028
BROWN & BROWN 24,207 24,207
CAMDEN PROPERTY 59,835 59,835
CBOE GLOBAL MKTS INC 25,934 25,934
CITIGROUP INC 59,989 59,989
COLGATE-PALMOLIVE 60,928 60,928
COMCAST CORP 24,056 24,056
CONOCOPHILLIPS 59,620 59,620
CONSOLIDATED EDISON 60,803 60,803
CROWN CASTLE INC 23,242 23,242
CUMMINS INC 60,489 60,489
DTE ELECTRIC CO 60,591 60,591
ENTERPRISE PRODUCTS 60,655 60,655
FHLB 59,434 59,434
FHLMC 4,746 4,746
FHLMC MULTICLASS 10,686 10,686
FHLMC 41,046 41,046
FHLMC 20,529 20,529
FHLMC C09004 9,421 9,421
FHLMC C91914 11,837 11,837
FHLMC G08669 4,887 4,887
FHLMC G08697 10,898 10,898
FHLMC G18527 8,690 8,690
FHLMC G18557 6,785 6,785
FHLMC G18714 9,693 9,693
FHLMC SB8057 15,342 15,342
FHLMC SD0780 18,950 18,950
FHLMC SD8091 18,065 18,065
FHLMC ZA2499 11,148 11,148
FHLMC ZS8615 15,612 15,612
FNMA PL 890696 11,438 11,438
FNMA PL 995245 6,278 6,278
FNMA PL AL5123 10,168 10,168
FNMA PL AL7077 16,346 16,346
FNMA PL AS9760 26,563 26,563
FNMA PL BC6175 4,890 4,890
FNMA PL CA5385 4,192 4,192
FNMA PL CA6409 21,611 21,611
FNMA PL FM1000 15,101 15,101
FNMA PL FM1719 5,928 5,928
FNMA PL FM4459 10,688 10,688
FNMA PL FM6818 7,919 7,919
FNMA PL FM8384 15,121 15,121
FNMA PL FM8426 9,764 9,764
FNMA PL FM9895 14,739 14,739
FNMA PL FS1931 16,577 16,577
FNMA PL MA0908 23,582 23,582
FNMA PL MA2354 10,367 10,367
FNMA PL MA3277 11,110 11,110
FNMA PL MA3279 18,413 18,413
FNMA PL MA3385 19,049 19,049
FNMA PL MA3664 5,384 5,384
FNMA PL MA4049 8,251 8,251
FNMA PL MA4155 12,735 12,735
GENERAL DYNAMICS CO 60,873 60,873
GEORGIA POWER CO 59,797 59,797
GNMA PL MA5019M 5,963 5,963
GNMA PL MA5137M 3,994 3,994
GNMA PL MA5654M 1,727 1,727
GNMA PL MA5709M 6,025 6,025
GNMA PL MA6710M 11,964 11,964
GOLDMAN SACHS GROUP 60,498 60,498
HOME DEPOT INC 61,472 61,472
HONEYWELL INTERNATIONAL 23,410 23,410
KEYCORP 18,574 18,574
LOCKHEED MARTIN CORP 60,832 60,832
MARSH & MCLENNAN 61,131 61,131
MEDTRONIC GLOBAL 62,080 62,080
META PLATFORMS INC 59,591 59,591
METLIFE INC 59,914 59,914
MICRON TECHNOLO 20,253 20,253
MOTOROLA 22,885 22,885
NETAPP INC 22,373 22,373
NEWMONT CORP 27,177 27,177
NVIDIA CORP 60,228 60,228
PACCAR FINL CORP 24,669 24,669
PFIZER INVT 59,700 59,700
PHILIP MORRIS 61,087 61,087
PIEDMONT NATURAL 59,266 59,266
PNC FINL SVCS GR 20,682 20,682
PRIVATE EXPORT 49,145 49,145
PRUDENTIAL FINANICAL 60,471 60,471
QUALCOMM INC 61,379 61,379
REALTY INCOME 60,547 60,547
REPUBLIC SERVICE 60,842 60,842
RIO TINTO PLC 60,542 64,542
S&P GLOBAL INC 61,018 61,018
SIMON PROPERTY 60,346 60,346
STEPSTONE PRIVATE INFRASTRUCTURE 499,294 499,294
TARGET CORP 59,820 59,820
THE COCA-COLA CO 61,181 61,181
THE PNC FINANICAL SERV 58,785 58,785
THERMO FISHER 60,582 60,582
TOYOTA MOTOR 60,898 60,898
TRINITY 22,999 22,999
TRUIST FINL CORP 60,583 60,583
UNITED PARCEL SRVC 60,751 60,751
U.S. BANCORP 25,919 25,919
VIRGINIA ELECTRIC 24,956 24,956
WALMART INC 61,279 61,279
WASTE MANAGEMENT INC 60,883 60,883
WELLS FARGO & CO 25,084 25,084
SEKISUI HOUSE 29,329 29,329

TY 2025 InvestmentsCorpStockSchedule
Name:
WEILER FOUNDATION
EIN:
26-3865871
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES 12,714 12,714
ABBVIE INC 92,212 92,212
ACCENTURE PLC 67,075 67,075
ACCENTURE PLC 28,440 28,440
ADOBE INC 65,798 65,798
ADOBE INC 29,049 29,049
ADVANCED MICRO DEVICE IN 136,848 136,848
ALBEMARLE CORP 80,196 80,196
ALIGN TECHNOLOGY INC 34,041 34,041
ALLIANT ENERGY CORP 42,061 42,061
ALLSTATE CORP 12,493 12,493
ALPHABET INC. 436,980 436,980
ALPHABET INC. 15,514 15,514
ALTRIA GROUP INC 43,134 43,134
AMAZON.COM INC 332,150 332,150
AMAZON.COM INC 11,772 11,772
AMDOCS LIMITED 12,640 12,640
AMDOCS LIMITED 22,060 22,060
AMERICAN ELEC PWR CO 12,684 12,684
AMETEK INC NEW 46,605 46,605
AMGEN INC. 78,401 78,401
ANALOG DEVICES INC 46,375 46,375
ANTERO RES CORP 40,801 40,801
APPLE INC 458,014 458,014
APPLIED MATLS INC 46,001 46,001
ARCH CAP GROUP LTD 24,939 24,939
ARISTA NETWORK 42,192 42,192
ARM HLDGS 86,574 86,574
AT&T INC 69,385 69,385
AUTODESK INC 47,066 47,066
AUTOMATIC DATA PROCESSING 41,928 41,928
BANK OF AMERICA CORP 69,774 69,774
BANK OF NY MELLON CO 25,102 25,102
BANK OF NY MELLON CO 27,619 27,619
BENTLEY SYS INC 46,523 46,523
BERKLEY CORP 12,610 12,610
BERKSHIRE HATHAWAY 25,132 25,132
BERKSHIRE HATHAWAY 20,609 20,609
BLACKROCK INC 20,422 20,422
BNP PARIBAS 1,103,600 1,103,600
BNP PARIBAS 570,800 570,800
BOEING CO 80,334 80,334
BOOZ ALLEN HAMILTON HLDG 12,654 12,654
BRISTOL-MYERS SQUIBB 30,053 30,053
BRISTOL-MYERS SQUIBB 17,045 17,045
BROADCOM INC 267,704 267,704
CADENDE DESIGN SYS INC 12,503 12,503
CARDINAL HEALTH INC 12,535 12,535
CBOE GLOBAL MARK 24,727 24,727
CENCORA INC 12,497 12,497
CENTENE CORP 43,701 43,701
CF INDS HOLDINGS INC 20,804 20,804
CHEVRON CORP 15,921 15,921
CHEVRON CORP 62,196 62,196
CINTAS CORP 12,413 12,413
CISCO SYSTEMS INC 29,962 29,962
CISCO SYSTEMS INC 116,839 116,839
CITIGROUP GLOBAL 547,840 547,840
CITIGROUP GLOBAL 791,440 791,440
COGNEX CORP 46,882 46,882
COGNIZANT TECH SOLU 29,042 29,042
COGNIZANT TECH SOLU 12,367 12,367
COMCAST CORP 36,854 36,854
CONSOLIDATED EDISON 12,713 12,713
CONSTELLATION BRANDS INC 14,624 14,624
COPART INC 12,724 12,724
COREWEAVE INC 106,771 106,771
COSTCO WHOLESALE CO 45,755 45,755
COTERRA ENERGY INC 14,055 14,055
COTERRA ENERGY INC 42,559 42,559
CROWDSTRIKE HLDGS 116,721 116,721
CUMMINS INC 41,346 41,346
D R HORTON INC 12,531 12,531
DATADOG INC 47,596 47,596
DEERE & CO 18,623 18,623
DELL TECHNOLOGIES INC 12,462 12,462
DROPBOX 17,514 17,514
DROPBOX 47,121 47,121
DUKE ENERGY CORP 12,659 12,659
DUPONT DE NEMOURS INC 41,406 41,406
E L F BEAUTY INC 33,001 33,001
ELASTIC 46,848 46,848
ELECTRONIC ARTS INC 12,668 12,668
ELEVANCE HEALTH INC 43,118 43,118
ELI LILLY AND CO 60,327 60,327
EVEREST GROUP LTD 12,613 12,613
EVERGY INC 12,617 12,617
EXPEDIA GROUP INC. 41,647 41,647
EXPEDITORS INTL WASH INC 12,517 12,517
EXXON MOBIL CORP 115,274 115,274
FIDELITY NATL INFORMATION 41,803 41,803
FIRST SOLAR INC 72,883 72,883
FIRST TRUST NASDAW 92,742 92,742
FREEPORT-MCMORAN INC 41,699 41,699
FT RBA AMERICAN IND 98,418 98,418
GARTNER INC 30,274 30,274
GARTNER INC 12,614 12,614
GENERAL DYNAMICS CO 53,442 53,442
GENERAL MILLS INC 12,602 12,602
GENERAL MOTORS 41,392 41,392
GILEAD SCIENCES INC 51,921 51,921
GITLAB INC 47,776 47,776
GOLDMAN SACHS GROUP 25,561 25,561
HARTFORD INS GROUP INC 12,402 12,402
HERSHEY CO 22,929 22,929
HILTON WORLDWIDE HLDGS 12,352 12,352
HOME DEPOT INC 64,930 64,930
HORMEL FOODS CORP 12,368 12,368
HUBSPOT INC 48,156 48,156
IBM CORP 66,055 66,055
INSULET CORP 42,068 42,068
INTUIT INC 23,681 23,681
INTUITIVE SURGICAL 86,653 86,653
JABI; INC 12,313 12,313
JACOBS SOLUTIONS INC 12,451 12,451
JOHNSON & JOHNSON 124,266 124,266
JONES LANG LASALLE INC 12,449 12,449
JPMORGAN CHASE & CO 32,483 32,483
JPMORGAN CHASE & CO 144,979 144,979
KEYSIGHT TECHNOLOGIES INC 12,395 12,395
KIMBERLY CLARK CORP 12,742 12,742
KINDER MORGAN INC 23,069 23,069
KRAFT HEINZ 12,950 12,950
KROGER CO 12,621 12,621
LATTICE SEMICONDUCTOR 45,546 45,546
LOCKHEED MARTIN CORP 12,626 12,626
LOWES COMPANIES INC 12,540 12,540
LULULEMOM ATHLETICA INC 28,886 28,886
MARATHON PETE CORP 41,471 41,471
MARVELL TECHNOLOGY INC 76,397 76,397
MCDONALDS CORP 31,198 31,198
MEDTRONIC PLC 12,488 12,488
MERCK & CO. INC. 31,300 31,300
MERCK & CO. INC. 72,887 72,887
META PLATFORMS INC 154,175 154,175
META PLATFORMS INC 32,708 32,708
MICRON TECHNOLO 73,636 73,636
MICROCHIP TECHNOLOGY INC 46,197 46,197
MICROSOFT CORP 511,834 511,834
MODERNA INC 39,015 39,015
MONDELEZ INTL 13,223 13,223
MORGAN STANELY 45,798 45,798
NASDAQ INC 41,766 41,766
NEOS BITCOIN HIGH INCOME 78,400 78,400
NEOS ENHANCED INC 100,007 100,007
NEOS ENHANCED INC 20YR 96,517 96,517
NEOS ENHANCED INCM ARGRT 99,448 99,448
NEOS ENHANCED INCOME 99,896 99,896
NEOS GOLD HIGH INCOME 104,551 104,551
NEOS NASDAQ 100 HIGH 96,733 96,733
NEOS S&P 500 HIGH INCOME 99,387 99,387
NETAPP INC 12,315 12,315
NETFLIX INC 11,908 11,908
NETFLIX INC 97,792 97,792
NEXTERA ENERGY INC 34,716 34,716
NISOURCE INC 12,695 12,695
NORTHDROP GRUMMAN CORP 41,055 41,055
NTNL FUEL GAS CO 25,627 25,627
NVIDIA CORP 399,481 399,481
O G E ENERGY CP HLDG 14,594 14,594
OCCIDENTAL PETROL CO 71,138 71,138
OMNICOM GROUP INC 13,001 13,001
OMNICOM GROUP INC 12,839 12,839
ORACLE CORP 71,867 71,867
OWENS CORNING FIBERGLAS 18,241 18,241
PACCAR INC 12,450 12,450
PACKAGING CORP AMER 12,580 12,580
PALANTIR TECHNOLOGIES 95,807 95,807
PARKER-HANNIFIN CORP 41,311 41,311
PEGASYSTEMS INC 45,805 45,805
PEPSICO INC 78,235 78,235
PFIZER INC 43,487 43,487
PINTEREST INC 47,534 47,534
PRICE T ROWE GROUP 12,713 12,713
PRINCIPAL FINL GROUP INC 41,547 41,547
PROCTOR & GAMBLE 83,884 83,884
PROGRESSIVE CO OHIO 54,787 54,787
PTC INC 47,037 47,037
QUALCOMM INC 87,463 87,463
QUALCOMM INC 30,860 30,860
REGENERON PHARMACEUTICAL 92,624 92,624
S E I INVESTMENTS CO 26,632 26,632
S&P GLOBAL INC 41,715 41,715
SALESFORCE INC 24,107 24,107
SALESFORCE INC 60,135 60,135
SERVICE CORP INTL 12,679 12,679
SHERWIN WILLIAMS 42,448 42,448
SMUCKER 12,628 12,628
SNAP INC 49,138 49,138
SNOWFLAKE INC 143,461 143,461
SPDR BLOOMBERG 68,901 68,901
SPOTIFY TECHNOLOGY 68,524 68,524
STARBUCKS CORP 19,198 19,198
STRATEGY INC 46,041 46,041
STUBHUB HLDGS INC 13,273 13,273
SYSCO CORP 12,601 12,601
TAPESTRY INC 12,394 12,394
TEMPUS AI INC 70,033 70,033
TESLA INC 278,826 278,826
TEXAS INSTRUMENTS 74,043 74,043
THE CAMPBELL'S CO 14,548 14,548
THE CIGNA GROUP 25,404 25,404
THE COCA-COLA CO 53,063 53,063
THE TORONTO 493,300 493,300
THE TRADE DESK INC 19,398 19,398
TJX COS INC 24,885 24,885
T-MOBILE US INC 25,061 25,061
TORO CO 12,595 12,595
TRAVELERS COMPANIES 12,690 12,690
UBER TECHNOLOGIES INC 68,064 68,064
ULTA BEAUTY 21,175 21,175
UNITED PARCEL SRVC 58,820 58,820
UNITEDHEALTH GRP INC 72,663 72,663
VAIL RESORTS INC 12,483 12,483
VERALTO CORP 41,209 41,209
VERIZON COMMUNICATN 88,057 88,057
VERTEX PHARMACEUTICALS 41,256 41,256
VISA INC 25,054 25,054
WALMART INC 95,988 95,988
WASTE MANAGEMENT INC 12,496 12,496
WILLIAMS SONOMA 40,004 40,004
ZILLOW GROUP INC 25,654 25,654
ZOETIS INC 55,612 55,612
ZOOM COMMUNICATION 25,714 25,714
AVANTIS EMERGING MARKETS 307,156 307,156
AVANTIS INTERNATIONAL 258,485 258,485
AVANTIS INTERNATIONAL SMALL CAP 64,644 64,644
CAMBRIA SHAREHOLDER 155,270 155,270
FRANKLIN INTRN 232,796 232,796
FREEDOM 100 EMERGINING 131,200 131,200
INVESCO S & P SMALL CAP 124,361 124,361
INVSC S & P INTERNATIONAL 155,040 155,040
ISHARES CORE MSCI 129,264 129,264
ISHARES MORN SMALL CAP 131,718 131,718
JANUS HENDERSON SMALL 94,088 94,088
SCHWAB FUNDTL EMRG MKT 96,677 96,677
SPRD INDEX SHARES EMERG 128,915 128,915
ST STRT SPDR S&P 600 62,448 62,448
VANGUARD FTSE 258,637 258,637
VANGUARD RUSSELL 2000 75,281 75,281
WISDOMTREE GLB 132,022 132,022

TY 2025 InvestmentsGovtObligationsSch
Name:
WEILER FOUNDATION
EIN:
26-3865871
US Government Securities - End of Year Book Value:

686,639
US Government Securities - End of Year Fair Market Value:

686,639
State & Local Government Securities - End of Year Book Value:


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


0


TY 2025 InvestmentsOtherSchedule2
Name:
WEILER FOUNDATION
EIN:
26-3865871
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
EQUINOX INC FMV 42,905 42,905
FT VEST TOTAL RETURN FMV 500,000 500,000
MID AMERICA APARTMENT CO REIT FMV 12,849 12,849
NNN REIT INC FMV 24,610 24,610
PUBLIC STORAGE REIT FMV 12,716 12,716
REALTY INCOME CORP FMV 22,886 22,886
STEPSTONE PRIVATE MARKET FMV 623,356 623,356
VICI PPTYS INC FMV 13,976 13,976
W P CAREY INC FMV 12,679 12,679

TY 2025 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 3,205 0   0


TY 2025 OtherIncomeSchedule2
Name:
WEILER FOUNDATION
EIN:
26-3865871
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 49   49


TY 2025 OtherIncreasesSchedule
Name:
WEILER FOUNDATION
EIN:
26-3865871
Description Amount
UNREALIZED GAIN/LOSS 879,789
PRIOR YEAR GRANT RETURNED 1,930


TY 2025 OtherProfessionalFeesSchedule
Name:
WEILER FOUNDATION
EIN:
26-3865871
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 112,537 112,537   0


TY 2025 TaxesSchedule
Name:
WEILER FOUNDATION
EIN:
26-3865871
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PAYMENTS 18,453 0   0