WEILL FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: WEILL FAMILY FOUNDATION (EIN 13-6223609)
Tax period: 2019-01-01 to 2019-12-31
Filed: 2020-11-16
IRS object ID: 202023219349104007
Schema version: 2019v5.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Accounting Fees Schedule
Contractor Compensation Expln
Depreciation Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Legal Fees Schedule
Other Assets Schedule
Other Expenses Schedule
Other Income Schedule2
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2020-11-16T13:03:07-06:00	ReturnTs
Tax Period End	2019-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Independent Family Office LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	677 Broadway 7th Floor	AddressLine1Txt
City	Albany	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	12207	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2019-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	136223609	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE WEILL FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% INDEPENDENT FAMILY OFFICE L	InCareOfNm
Business Name Control	WEIL	BusinessNameControlTxt
Phone	5183011679	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 10879	AddressLine1Txt
City	Albany	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	12201	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	SANFORD I WEILL	PersonNm
Person Title	CHAIRMAN	PersonTitleTxt
Phone	2127938888	PhoneNum
Signature	2020-11-16	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Viju P Rajan	PreparerPersonNm
PTIN	P01063393	PTIN
Phone	5184528050	PhoneNum
Preparation	2020-11-11	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	67.252.11.149	IPv4AddressTxt

Field	Value	IRS element (for citing)
Federal Original Submission Id	14293720203215000000	FederalOriginalSubmissionId
Federal Original Submission Id	2020-11-16	FederalOriginalSubmissionIdDt
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	56B991C7A9C9C80B9D669ED606E83BDEBD92A67D	AtSubmissionCreationDeviceId
At Submission Filing Device Id	2085393585246579310A6BFF7FB57AB5C8043059	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2019	TaxYr
Build TS	2021-04-22 16:20:28Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$331,028,003	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$28,755,934	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$3,300,229	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$3,300,229	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$3,205,057	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$3,205,057	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$5,102,556	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$36,725,526	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$8,716,041	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$1,434,331	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$267,003	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$41,798,107	TotalRevAndExpnssAmt
Total Net Invst Incm	$15,488,330	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss	$5,225	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm	$0	LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl	$0	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$65,422	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$52,904	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$52,904	OtherProfFeesNetInvstIncmAmt
Interest Rev And Expnss	$8,111	InterestRevAndExpnssAmt
Interest Net Invst Incm	$8,111	InterestNetInvstIncmAmt
Taxes Rev And Expnss	$390,899	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$126,191	TaxesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss	$0	TravConfMeetingRevAndExpnssAmt
Printing And Pub Rev And Expnss	$160	PrintingAndPubRevAndExpnssAmt
Other Expenses Rev And Expnss	$141,855	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$141,532	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$664,576	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$328,738	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$16,589,705	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$16,589,705	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$17,254,281	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$328,738	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$16,589,705	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$24,543,826	ExcessRevenueOverExpensesAmt
Net Investment Income	$15,159,592	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$11,408	CashBOYAmt
Cash EOY	$68,538	CashEOYAmt
Cash EOYFMV	$68,538	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$34,171,496	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$27,908,652	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$27,908,652	SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY	$123,394,007	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$140,051,179	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$140,645,207	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$96,597,516	CorporateStockBOYAmt
Corporate Stock EOY	$108,048,193	CorporateStockEOYAmt
Corporate Stock EOYFMV	$112,441,291	CorporateStockEOYFMVAmt
Other Assets BOY	$40,354,716	OtherAssetsBOYAmt
Other Assets EOY	$42,996,407	OtherAssetsEOYAmt
Other Assets EOYFMV	$49,964,315	OtherAssetsEOYFMVAmt
Total Assets BOY	$294,529,143	TotalAssetsBOYAmt
Total Assets EOY	$319,072,969	TotalAssetsEOYAmt
Total Assets EOYFMV	$331,028,003	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$294,529,143	RetainedEarningBOYAmt
Retained Earning EOY	$319,072,969	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$294,529,143	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$319,072,969	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$294,529,143	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$319,072,969	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$294,529,143	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$24,543,826	ExcessRevenueOverExpensesAmt
Subtotal	$319,072,969	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$319,072,969	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
LONG TERM- SEE ATTACHED	$33,288,004	$24,651,689	$8,636,315	$8,636,315
SHORT TERM- SEE ATTACHED	$3,437,520	$3,357,794	$79,726	$79,726

Field	Value	IRS element (for citing)
Capital Gain Net Income	$8,716,041	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$835,030	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$276,916,161	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.003015	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$13,658,661	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$211,905,385	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.064456	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$14,976,748	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$150,198,255	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.099713	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$3,305,000	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$121,757,893	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.027144	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$856,600	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$82,096,985	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.010434	DistributionYr5Rt
Total Distribution	0.204762	TotalDistributionRt
Average Distribution	0.040952	AverageDistributionRt
Net Vl Noncharitable Assets	$309,680,591	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$12,682,040	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$151,596	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$12,833,636	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$16,589,705	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	Yes (X)	DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax	$151,596	InvestmentIncomeExciseTaxAmt
Subtotal	$151,596	SubtotalAmt
Tax Based On Investment Income	$151,596	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$226,873	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$226,873	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Overpayment	$75,277	OverpaymentAmt
Applied To ES Tax	$75,277	AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	CA	OrgReportOrRegisterStateCd
Org Report Or Register State	NY	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	INDEPENDENT FAMILY OFFICE LLC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	5183011679	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	677 BROADWAY	AddressLine1Txt
City	Albany	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	12207	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Undistr Incm Sect4942a2 Not App	false	UndistrIncmSect4942a2NotAppInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
SANFORD WEILL
PO BOX 10879	Albany	NY	12201	CHAIRMAN, TREAS, DIR	5.0	$0	$0	$0
JOAN WEILL
PO BOX 10879	Albany	NY	12201	PRESIDENT, DIRECTOR	5.0	$0	$0	$0
MICHAEL MASIN
PO BOX 10879	Albany	NY	12201	SECRETARY, DIRECTOR	1.0	$0	$0	$0
JESSICA BIBLIOWICZ
PO BOX 10879	Albany	NY	12201	DIRECTOR	1.0	$0	$0	$0
ARTHUR MAHON
PO BOX 10879	Albany	NY	12201	ASST SEC, ASST TREAS, DIRECTOR	1.0	$0	$0	$0
KENNETH BIALKINDECEASED
PO BOX 10879	Albany	NY	12201	DIRECTOR	1.0	$0	$0	$0
TOMMY BIBLIOWICZ
PO BOX 10879	Albany	NY	12201	Director	1.0	$0	$0	$0
DAVID BIBLIOWICZ
PO BOX 10879	Albany	NY	12201	Director	1.0	$0	$0	$0
MICHAEL FREEDMAN
PO BOX 10879	Albany	NY	12201	CHIEF INVESTMENT OFFICER, DIR	1.0	$0	$0	$0

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Service TypeServiceTypeTxt	CompensationCompensationAmt
INDEPENDENT FAMILY OFFICE LLC
PO Box 10879	ALBANY	NY	12201	Tax & Reporting	$105,808
RRE ADVISORS LLC
130 EAST 59TH STREET 17TH FLOOR	NEW YORK	NY	10022	INVESTMENT MGMT	$55,115

Field	Value	IRS element (for citing)
Summary Of Direct Chrtbl Acty		SummaryOfDirectChrtblActyGrp
Sum Of Program Related Invst		SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$232,793,121	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$28,203,119	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$53,400,299	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$314,396,539	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$314,396,539	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$4,715,948	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$309,680,591	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$15,484,030	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$15,484,030	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$151,596	TaxBasedOnInvestmentIncomeAmt
Total Tax	$151,596	TotalTaxAmt
Distributable Before Adj	$15,332,434	DistributableBeforeAdjAmt
Distributable Before Ded	$15,332,434	DistributableBeforeDedAmt
Distributable As Adjusted	$15,332,434	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$16,589,705	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$0	CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test	$0	SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test	$0	SetAsideCashDistriTestAmt
Qualifying Distributions	$16,589,705	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$151,596	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$16,438,109	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$15,332,434	DistributableAsAdjustedAmt
Undistributed Income PY	$1,092,482	UndistributedIncomePYAmt
Prior Year1	2017	PriorYear1Yr
Prior Year2	2016	PriorYear2Yr
Prior Year3	2015	PriorYear3Yr
Total For Prior Years	$0	TotalForPriorYearsAmt
Qualifying Distributions	$16,589,705	QualifyingDistributionsAmt
Applied To Year1	$1,092,482	AppliedToYear1Amt
Applied To Current Year	$15,332,434	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$164,789	RemainingDistriFromCorpusAmt
Total Corpus	$164,789	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Taxable1	$0	Taxable1Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$164,789	ExcessDistriCyovToNextYrAmt
Excess From Current Year	$164,789	ExcessFromCurrentYearAmt

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	SANFORD I WEILL	ContributingManagerNm
Contributing Manager	JOAN H WEILL	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	Address Line2RecipientUSAddress/AddressLine2Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION
220 MONTGOMERY STREET 5TH FLOOR	UCSF BOX 0248	SAN FRANCISCO	CA	94143	NONE	PC	GENERAL CHARITABLE NEEDS	$40,000
REGENTS OF THE UNIVERSITY OF CALIFORNIA DAVIS
202 COUSTEAU PLACE SUITE 185		DAVIS	CA	95618	NONE	PC	GENERAL CHARITABLE NEEDS	$500,000
CORNELL UNIVERSITY
130 EAST SENECA STREET SUITE 400		ITHACA	NY	148504353	NONE	PC	GENERAL CHARITABLE NEEDS	$15,174,705
TEMPLE EMANUEL OF GREAT NECK
150 HICKS LANE		GREAT NECK	NY	11024	NONE	PC	GENERAL CHARITABLE NEEDS	$600,000
CHABAD OF SONOMA COUNTY
2461 SUMMERFIELD ROAD		SANTA ROSA	CA	95405	NONE	PC	GENERAL CHARITABLE NEEDS	$100,000
LANG LANG INTERNATIONAL MUSIC FOUNDATION INC
215 W 40TH STREET SUITE 1101		NEW YORK	NY	10018	NONE	PC	GENERAL CHARITABLE NEEDS	$150,000
ACDS INC
4 FERN PLACE		PLAINVIEW	NY	118034725	NONE	PC	GENERAL CHARITABLE NEEDS	$5,000
HOMES FOR OUR TROOPS INC
6 MAIN STREET		TAUNTON	MA	02780	NONE	PC	GENERAL CHARITABLE NEEDS	$10,000
CONSERVATION INTERNATIONAL FOUNDATION
2011 CRYSTAL DRIVE SUITE 600		ARLINGTON	VA	22202	NONE	PC	GENERAL CHARITABLE NEEDS	$10,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$16,589,705	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Field	Value	IRS element (for citing)
Fees Contracts From Govt Ag		FeesContractsFromGovtAgGrp
Membership Dues And Assmnt		MembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$3,300,229	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$3,205,057	ExclusionAmt

Field	Value	IRS element (for citing)
Net Rntl Incm Re Debt Fincd Prop		NetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Income Personal Prop		NetRentalIncomePersonalPropGrp

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$267,003	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$5,102,556	ExclusionAmt

Field	Value	IRS element (for citing)
Net Income Loss From Special Evt		NetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of Invntry		GrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDesc	ExclusionExclusionAmt	ExclusionExclusionCd
2018 TAX REFUND	$56,873
UNREALIZED GAIN ON GRANTS PAID	$1,110,455	18

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$13,042,173	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$13,042,173	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	SANFORD I WEILL	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 10879	AddressLine1Txt
City	ALBANY	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	12201	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$28,755,934	TotalContributionsAmt
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)

ContributorContributorNum	Noncash PropertyNoncashPropertyDesc	Fair Market ValueFairMarketValueAmt	ReceivedReceivedDt
1	584,078 COMMON SHARES OF HAMILTON INSURANCE GROUP	$10,472,519	2019-01-23
1	43,236 SHARES OF DENALI THERAPEUTICS	$1,137,755	2019-04-03
1	200,000 SHARES OF DELL TECHNOLOGIES	$11,644,870	2019-08-01
1	10,008 SHARES OF UNITED HEALTH GROUP	$2,739,440	2019-11-18
1	10,000 SHARES OF UNITED HEALTH GROUP	$2,761,350	2019-12-03

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt
AUDIT FEES	$12,518
TAX PREPARATION	$52,904

Contractor Compensation Expln ContractorCompensationExpln

Contractor Comp Expln ContractorCompExplnGrp (2 entries)

ExplanationExplanationTxt
INDEPENDENT FAMILY OFFICE LLC
PROVIDE TAX AND REPORTING SERVICES
RRE ADVISORS LLC
PROVIDE INVESTMENT MANAGEMENT

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (52 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
AERCAP HOLDINGS	$0	$0
ALPHABET INC	$0	$0
AMAZON.COM INC	$0	$0
AMERICAN EXPRESS-HYBRID	$0	$0
ANADARKO PETROLEUM CORP	$0	$0
AON PLC	$0	$0
AT&T	$0	$0
BANK OF AMERICA	$0	$0
BAYER AG CMN	$0	$0
BERKSHIRE HATHAWAY	$0	$0
CATERPILLAR INC	$0	$0
CHARTER COMMUNICATIONS	$0	$0
CITIGROUP	$0	$0
COMCAST CORP	$0	$0
DEERE & COMPANY	$0	$0
DELTA AIRLINES INC	$0	$0
DISH NETWORK CORP	$0	$0
ECOLAB	$0	$0
FACEBOOK INC	$0	$0
FEDEX CORP	$0	$0
GCI LIBERTY INC	$0	$0
GENERAL ELECTRIC CORP	$0	$0
GENERAL MOTORS CO	$0	$0
GOLDMAN SACHS GROUP INC	$0	$0
HILTON WORLDWIDE HOLDINGS	$0	$0
IBM CORP	$0	$0
JOHNSON $ JOHNSON	$0	$0
LIBERY BROADBAND CORP	$0	$0
LIBERTY GLOBAL PLC	$0	$0
LIBERTY TRIPADVISOR HOLDINGS	$0	$0
MARRIOTT INTERNATIONAL	$0	$0
MERCK CO	$0	$0
MICROSOFT CORP	$0	$0
MOHAWK INDUSTRIES	$0	$0
MORGAN STANLEY	$0	$0
ORACLE GROUP	$0	$0
PRUDENTIAL FINANCIAL INC	$0	$0
ROCHE HOLDINGS AG	$0	$0
ROYAL DUTCH SHELL PLC	$0	$0
TRIPADVISOR INC	$0	$0
UNITEDHEALTH GROUP INC	$0	$0
UNITED TECHNOLOGIES CORP	$0	$0
WALGREENS BOOT ALLIANCE INC	$0	$0
WELLS FARGO & CO	$0	$0
VERIZON	$0	$0
TWENTY FIRST CENTURY FOX	$0	$0
BARCLAYS	$0	$0
MORGAN STANLEY #9887	$22,076,957	$27,694,691
CITI PRIVATE BANK #7768	$5,324,701	$6,680,666
GOLDMAN SACHS #4729	$31,819,958	$28,118,634
MERRILL LYNCH #2608	$23,584,336	$26,323,300
CHARLES SCHWAB #7414	$25,242,241	$23,624,000

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$140,051,179	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$140,645,207	USGovtObligationsEOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$5,225	LegalFeesAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (16 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
BLACKSTONE GROUP, LP	$3,826,525	$0	$0
CANYON LAUREL INVESTMENT FUND	$2,949,933	$3,202,981	$3,361,028
CVC CAPITAL PTRS ASIA PAC II	$379,170	$0	$0
CVC EXECUTIVE FUND LLC	$402,650	$0	$0
DRAGONEER OPPORTUNITIES OFFSHO	$0	$889,029	$951,744
EUROPE ENTERPRISE II ONSHORE	$314,660	$306,855	$90,319
GLOBAL ATLANTIC FINANCIAL GR	$2,018,189	$2,018,215	$3,018,041
HAMILTON INSURANCE GROUP LP	$0	$10,472,519	$10,297,295
MSDC DENALI INVESTORS, LP	$1,504,051	$0	$0
PFM HEALTHCARE OFFSHORE FUND	$10,000,000	$10,000,000	$10,502,834
RRE VENTURES IV LP	$1,115,995	$833,144	$2,746,668
RRE VENTURES V LP	$1,670,715	$1,525,933	$3,858,212
STERLING AMERICAN PROPERTY V-C	$2,687,459	$2,604,107	$794,757
TEGEAN OFFSHORE FUND, LTD	$3,485,369	$1,742,691	$2,354,624
TWO SIGMA COMPASS CAYMAN FUND	$5,000,000	$5,000,000	$5,308,683
TWO SIGMA SPECTRUM CAYMAN FUND	$5,000,000	$4,400,933	$6,680,110

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
BLACKSTONE GROUP, LP	$1,682	$1,657
CANYON LAUREL INVESTMENT FUND	$3,507	$3,507
STERLING AMERICAN PROPERTY	$15,735	$15,735
EUROPE ENTERPRISE II ONSHORE	$8,697	$8,697
CVC CAPITAL PARTNERS ASIA PAC	$1,221	$1,221
RRE VENTURES IV, LP	$10,480	$10,455
RRE VENTURES V, LP	$44,660	$44,660
MSDC DENALI INVESTORS, LP	$8,072	$8,072
CITI #7768 FEES	$46,528	$46,528
SCHWAB ADR FEES	$1,000	$1,000
POSTAGE	$123
BANK FEES	$150

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (9 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
BLACKSTONE GROUP, LP	$12,811	$12,811
STERLING AMERICAN PROPERTY, LLC	$258	$258
EUROPE ENTERPRISE II ONSHORE, LP	-$10	-$10
CANYON LAUREL INVESTMENT FUND CAYMAN (B)	-$273	-$273
CVC CAPITAL PARTNERS ASIA PACIFIC II, LP	-$8	-$8
RRE VENTURES IV, LP	$172,547	$172,547
RRE VENTURES V, LP	$81,678	$81,678
US TREASURY- 2018 TAX REFUND APPLIED	$56,873	$0
UNREALIZED GAIN ON GRANTS PAID	$1,110,455	$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	FINANCIAL REPORTING	CategoryTxt
Amt	$52,904	Amt
Net Investment Income	$52,904	NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (10 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt
OVERPAYMENT APPLIED FROM 2018	$56,873
990-PF 2018 EXTENSION	$30,000
990-PF 2019 ESTIMATES	$170,000
990-T 2018 EXTENSION	$4,000
NYS CT-13 2018 EXTENSION	$2,000
GOLDMAN SACHS FOREIGN TAX PAID	$64,837	$64,837
SCHWAB FOREIGN TAX PAID	$21,591	$21,591
BLACKSTONE FOREIGN TAX PAID	$283	$283
STATE FILING FEES	$1,835
MERRILL LYNCH FOREIGN TAX PAID	$39,480	$39,480