WEILL FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WEILL FAMILY FOUNDATION (EIN 13-6223609)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202533179349100343
- Schema version
- 2024v5.2
- 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 | 2025-11-13T10:57:56-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | VIJU RAJAN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5183011679 | PhoneNum |
| Signature | 2025-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jayne M Miller | PreparerPersonNm |
| PTIN | P01740454 | PTIN |
| Phone | 5184528050 | PhoneNum |
| Preparation | 2025-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $413,738,255 | 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 | $22,250,273 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $11,727,570 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,727,570 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,030,003 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,030,003 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,793,417 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $219,387,198 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,115,647 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $68,126 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$138,431 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $49,869,389 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $29,734,789 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $100,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $100,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,915 | 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 | $67,340 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $67,340 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $172,040 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $62,040 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $110,000 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $39,726 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $39,726 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $725,686 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $117,429 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $6,950 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,950 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $170 | PrintingAndPubRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $381,859 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $380,383 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,496,686 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $599,578 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $284,290 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,637,214 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,637,214 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,133,900 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $599,578 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,921,504 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $30,735,489 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,135,211 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5 | CashBOYAmt |
| Cash EOY | $20,869 | CashEOYAmt |
| Cash EOYFMV | $20,869 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $30,774,251 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $97,511,972 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $97,511,972 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $221,804,223 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $120,441,855 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $122,108,858 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $87,400,825 | CorporateStockBOYAmt |
| Corporate Stock EOY | $151,505,432 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $164,738,501 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $19,507,691 | OtherAssetsBOYAmt |
| Other Assets EOY | $20,742,356 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $29,358,055 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $359,486,995 | TotalAssetsBOYAmt |
| Total Assets EOY | $390,222,484 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $413,738,255 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $359,486,995 | RetainedEarningBOYAmt |
| Retained Earning EOY | $390,222,484 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $359,486,995 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $390,222,484 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $359,486,995 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $390,222,484 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $359,486,995 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $30,735,489 | ExcessRevenueOverExpensesAmt |
| Subtotal | $390,222,484 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $390,222,484 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS - SEE EFILE ATTACHMENT | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $219,387,198 | GrossSalesPriceAmt |
| Cost Or Other Basis | $204,271,551 | CostOrOtherBasisAmt |
| Gain Or Loss | $15,115,647 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $15,115,647 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,115,647 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $404,979 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $404,979 | SubtotalAmt |
| Tax Based On Investment Income | $404,979 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $431,557 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $125,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $556,557 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $151,578 | OverpaymentAmt |
| Applied To ES Tax | $151,578 | 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 | Yes (true) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| 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 7TH FLOOR | 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 |
| 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 (13 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, CEO, DIRECTOR | 5.0 | $0 | $0 | $0 |
| JOAN WEILL | ||||||||
| PO BOX 10879 | Albany | NY | 12201 | VICE CHAIRMAN, DIRECTOR | 5.0 | $0 | $0 | $0 |
| MICHAEL MASIN | ||||||||
| PO BOX 10879 | Albany | NY | 12201 | SECRETARY, DIRECTOR | 1.0 | $25,000 | $0 | $0 |
| JESSICA BIBLIOWICZ | ||||||||
| PO BOX 10879 | Albany | NY | 12201 | PRESIDENT, 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 | TREASURER, DIRECTOR, INV COMM | 1.0 | $0 | $0 | $0 |
| MARC WEILL | ||||||||
| PO BOX 10879 | Albany | NY | 12201 | VICE CHAIRMAN, DIRECTOR | 1.0 | $0 | $0 | $0 |
| VIJU RAJAN | ||||||||
| PO BOX 10879 | Albany | NY | 12201 | DIRECTOR, AUDIT COMMITTEE | 8.0 | $0 | $0 | $124,080 |
| LAUREL SRI-JAYANTHA | ||||||||
| PO BOX 10879 | Albany | NY | 12201 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| DR PAUL ALIVISATOS | ||||||||
| PO BOX 10879 | Albany | NY | 12201 | DIRECTOR | 1.0 | $25,000 | $0 | $0 |
| DR MARK SCHLISSEL | ||||||||
| PO BOX 10879 | Albany | NY | 12201 | DIRECTOR | 1.0 | $25,000 | $0 | $0 |
| DR MARC TESSIER-LAVIGNE | ||||||||
| PO BOX 10879 | Albany | NY | 12201 | DIRECTOR | 1.0 | $25,000 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| INDEPENDENT FAMILY OFFICE LLC | |||||
| PO Box 10879 | ALBANY | NY | 12201 | FOUNDATION ADMIN | $124,080 |
| EAGLE CAPITAL MANAGEMENT | |||||
| 499 PARK AVENUE 17TH FLOOR | NEW YORK | NY | 10022 | 0 | $294,099 |
| DR MARK SCHLISSEL | |||||
| PO BOX 10879 | ALBANY | NY | 12201 | CHARITABLE ADVISORY | $110,000 |
| 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 | $329,523,376 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $41,776,831 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $28,755,173 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $400,055,380 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $400,055,380 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,000,831 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $394,054,549 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,702,727 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,702,727 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $404,979 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $404,979 | TotalTaxAmt |
| Distributable Before Adj | $19,297,748 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $19,297,748 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $19,297,748 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,921,504 | 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 | $17,921,504 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,297,748 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $17,836,787 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $17,921,504 | QualifyingDistributionsAmt |
| Applied To Year1 | $17,836,787 | AppliedToYear1Amt |
| Applied To Current Year | $84,717 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $19,213,031 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | 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 (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE CARNEGIE HALL CORPORATION | |||||||
| 881 SEVENTH AVENUE | NEW YORK | NY | 10019 | NONE | PC | GENERAL CHARITABLE NEEDS | $75,000 |
| LANG LANG INTERNATIONAL MUSIC FOUNDATION INC | |||||||
| 300 Winston Dr Ste 2621 | Cliffside Park | NJ | 07010 | NONE | PC | GENERAL CHARITABLE NEEDS | $50,000 |
| COUNCIL ON FOREIGN RELATIONS | |||||||
| 58 EAST 68TH STREET | NEW YORK | NY | 10065 | NONE | PC | GENERAL CHARITABLE NEEDS | $25,000 |
| UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION | |||||||
| 1995 UNIVERSITY AVENUE SUITE 401 | BERKELEY | CA | 947041058 | NONE | PC | $3,653,607 SATISFACTION OF PLEDGE | $3,753,607 |
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION | |||||||
| UCSF BOX 0248 | SAN FRANCISCO | CA | 94143 | NONE | PC | Satisfaction of Pledge | $9,653,607 |
| NAF | |||||||
| 169 Madison Ave Suite 2797 | NEW YORK | NY | 10016 | NONE | PC | Satisfaction of Pledge | $800,000 |
| ALVIN AILEY DANCE FOUNDATION INC | |||||||
| 405 WEST 55TH STREET | NEW YORK | NY | 10019 | NONE | PC | GENERAL CHARITABLE NEEDS | $125,000 |
| COLORADO COMMUNITY SHELTER PROVIDERS INC | |||||||
| 7721 W 6th Ave Unit A | Lakewood | CO | 80214 | NONE | PC | GENERAL CHARITABLE NEEDS | $5,000 |
| JEWISH AGENCY FOR ISRAEL-NORTH AMERICAN COUNCIL | |||||||
| 633 Third Avenue 21st Floor | New York | NY | 10017 | NONE | PC | GENERAL CHARITABLE NEEDS | $5,000 |
| PROJECT SUNSHINE INC | |||||||
| 211 East 43rd Street Suite 401 | NEW YORK | NY | 10017 | NONE | PC | GENERAL CHARITABLE NEEDS | $5,000 |
| WORLD CENTRAL KITCHEN INCORPORATED | |||||||
| 200 Massachusetts Ave NW 7th Floor | Washington | DC | 20001 | NONE | PC | GENERAL CHARITABLE NEEDS | $5,000 |
| YALE UNIVERSITY | |||||||
| PO Box 2038 | New Haven | CT | 06521 | NONE | PC | GENERAL CHARITABLE NEEDS | $25,000 |
| UC DAVIS FOUNDATION | |||||||
| 202 Cousteau Place Suite 185 | Davis | CA | 95618 | NONE | PC | SATISFACTION OF PLEDGE | $2,500,000 |
| JEWISH COMMUNITY FEDERATION OF SF MARIN PENINSULA | |||||||
| 121 Steuart Street | San Francisco | CA | 94105 | NONE | PC | GENERAL CHARITABLE NEEDS | $10,000 |
| UNIVERSITY OF CHICAGO | |||||||
| 5235 South Harper Court suite 450 | CHICAGO | IL | 60615 | NONE | PC | GENERAL CHARITABLE NEEDS | $50,000 |
| CORNELL university | |||||||
| 1300 York Avenue Box 314 | New York | NY | 10065 | NONE | PC | GENERAL CHARITABLE NEEDS | $50,000 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | NONE | PC | GENERAL CHARITABLE NEEDS | $50,000 |
| AMERICAN CONSERVATORY THEATRE FOUNDATION | |||||||
| 415 Geary Street | SAN FRANCISCO | CA | 94102 | NONE | PC | GENERAL CHARITABLE NEEDS | $50,000 |
| NEW YORK HISTORICAL SOCIETY | |||||||
| 170 Central Park West | New York | NY | 10024 | NONE | PC | GENERAL CHARITABLE NEEDS | $250,000 |
| CHABAD OF SONOMA COUNTY | |||||||
| 2461 Summerfield Road | Santa Rosa | CA | 95405 | NONE | PC | GENERAL CHARITABLE NEEDS | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,637,214 | 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 | $11,727,570 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,030,003 | 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 Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,793,417 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $68,126 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $27,619,116 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $27,619,116 | 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 | $22,250,273 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (9 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 2,000 SHARES OF META PLATFORMS INC | $771,513 | 2024-01-22 |
| 1 | 5,000 SHARES OF MICROSOFT CORP | $2,254,475 | 2024-06-28 |
| 1 | 9,845 SHARES OF JPMORGAN CHASE & CO | $2,016,994 | 2024-07-01 |
| 1 | 5,500 SHARES OF AMAZON.COM INC | $1,075,568 | 2024-07-01 |
| 1 | 4,500 SHARES OF AMAZON.COM INC | $880,010 | 2024-07-01 |
| 1 | 20,000 SHARES OF ALPHABET CLASS A (GOOGL) | $3,651,800 | 2024-07-01 |
| 1 | 12,500 SHARES OF META PLATFORMS INC | $6,684,125 | 2024-07-08 |
| 1 | 8,000 SHARES OF AMAZON.COM INC | $1,690,000 | 2024-12-02 |
| 1 | 7,500 SHARES OF MICROSOFT CORP | $3,225,788 | 2024-12-03 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| TAX PREP & GRANT ADMIN | $62,040 | $62,040 |
| AUDIT FEES | $5,300 | $5,300 |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (3 entries)
| ExplanationExplanationTxt |
|---|
| INDEPENDENT FAMILY OFFICE LLC |
| PROVIDE TAX, REPORTING, AND ADMINISTRATION SERVICES |
| EAGLE CAPITAL MANAGEMENT |
| PROVIDE INVESTMENT MANAGEMENT |
| DR MARK SCHLISSEL |
| PROVIDE CHARITABLE ADVICE |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY #9887 | $3,428,413 | $3,264,255 |
| CITI PRIVATE BANK #7768 | $49,450,699 | $61,402,730 |
| GOLDMAN SACHS #4729 | $65,180,421 | $65,655,796 |
| MERRILL LYNCH #2608 | $25,301,794 | $27,491,720 |
| CHARLES SCHWAB #7414 | $1,668,519 | $1,138,500 |
| CITI PRIVATE BANK #6768 | $6,475,586 | $5,785,500 |
| HAMILTON INSURANCE GROUP LTD | $0 | $0 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $120,441,855 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $122,108,858 | USGovtObligationsEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,915 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENTS | Desc |
| BOY Book Value | $19,507,691 | BOYBookValueAmt |
| EOY Book Value | $20,742,356 | EOYBookValueAmt |
| EOYFMV | $29,358,055 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OTHER K-1 EXPENSES | $62,297 | $60,989 |
| CITI EAGLE - MANAGEMENT FEES | $294,099 | $294,099 |
| BANK FEES | $25,295 | $25,295 |
| OTHER | $168 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| CURRENCY GAIN ON CONVERSION | $1,796 | $1,796 |
| OTHER K-1 INCOME | -$140,227 | -$140,227 |
| US TREASURY - 2023 TAX REFUND APPLIED | $206,557 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FINANCIAL REPORTING | $62,040 | $62,040 | |
| CONSULTING | $110,000 | $110,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OVERPAYMENT APPLIED FROM 2022 | $206,557 | $0 |
| 990-PF 2024 ESTIMATED PAYMENTS | $225,000 | $0 |
| 990-PF 2023 EXTENSION PAYMENT | $175,000 | $0 |
| FOREIGN TAX PAID | $117,429 | $117,429 |
| STATE FILING FEES | $1,700 | $0 |