Civic Intelligence

The Weese Foundation an Arizona Nonprofit Corporation

990PF • Fiscal year 2022 • EIN 86-1008770

Jan 01, 2022 to Dec 31, 2022 • Filed on May 19, 2023

Organization Profile
6166 N Scottsdale Rd Unit B-1002Paradise Valley, AZ 85253

(480) 570-8480

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

40th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

39th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • $500k-$1M nonprofits • Source year 2022

Net Margin

6th percentile

-152%

Higher net margin than 6% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • $500k-$1M nonprofits • Source year 2022

Asset Growth

24th percentile

-7.8%

Faster asset growth than 24% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

1st percentile

-96%

Faster revenue growth than 1% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$725,900

Down $61,805 (-7.8%) from 2021

Net Assets

Down

$725,900

Down $61,805 (-7.8%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin6th percentile

Revenue

Down

$3,376

Down $75,421 (-96%) from 2021

Expenses

Down

$8,501

Down $2,183 (-20%) from 2021

Net Income

Down

-$5,125

Down $73,238 (-108%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2011: $644,405Liabilities 2011: $02011Assets 2012: $679,697Liabilities 2012: $02012Assets 2013: $747,439Liabilities 2013: $02013Assets 2014: $376,089Liabilities 2014: $02014Assets 2015: $450,137Liabilities 2015: $02015Assets 2016: $475,752Liabilities 2016: $0Net Assets 2016: $475,7522016Assets 2017: $542,533Liabilities 2017: $0Net Assets 2017: $542,5332017Assets 2018: $573,622Liabilities 2018: $0Net Assets 2018: $573,6222018Assets 2019: $636,977Liabilities 2019: $0Net Assets 2019: $636,9772019Assets 2020: $694,652Liabilities 2020: $0Net Assets 2020: $694,6522020Assets 2021: $787,705Liabilities 2021: $0Net Assets 2021: $787,7052021Assets 2022: $725,900Liabilities 2022: $0Net Assets 2022: $725,9002022Assets 2023: $682,819Liabilities 2023: $0Net Assets 2023: $682,8192023Assets 2024: $702,218Liabilities 2024: $0Net Assets 2024: $702,2182024

Highlighted filing

2022

Assets$725,900
Liabilities$0
Net Assets$725,900
Open 2022 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $50,425Expenses 2011: $25,007Net Income 2011: $25,4182011Revenue 2012: $65,355Expenses 2012: $30,063Net Income 2012: $35,2922012Revenue 2013: $109,737Expenses 2013: $51,809Net Income 2013: $57,9282013Revenue 2014: $160,179Expenses 2014: $531,529Net Income 2014: -$371,3502014Revenue 2015: $82,973Expenses 2015: $26,550Net Income 2015: $56,4232015Revenue 2016: $31,097Expenses 2016: $13,560Net Income 2016: $17,5372016Revenue 2017: $75,354Expenses 2017: $11,560Net Income 2017: $63,7942017Revenue 2018: $78,103Expenses 2018: $36,560Net Income 2018: $41,5432018Revenue 2019: $88,988Expenses 2019: $39,240Net Income 2019: $49,7482019Revenue 2020: $86,899Expenses 2020: $44,294Net Income 2020: $42,6052020Revenue 2021: $78,797Expenses 2021: $10,684Net Income 2021: $68,1132021Revenue 2022: $3,376Expenses 2022: $8,501Net Income 2022: -$5,1252022Revenue 2023: $5,942Expenses 2023: $42,782Net Income 2023: -$36,8402023Revenue 2024: $13,871Expenses 2024: $36,431Net Income 2024: -$22,5602024

Highlighted filing

2022

Revenue$3,376
Expenses$8,501
Net Income-$5,125
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 19, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
William C Weese MDDirectorPT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Promote education and higher learningPCMankato, MN, US$1,500
Filing and Contact Details

Filer

Filer Name
The Weese Foundation
EIN
86-1008770
Address
6166 N Scottsdale Rd Unit B-1002, Paradise Valley, AZ 85253

Signing Officer

Name
William Weese
Title
Director
Phone
6023179399
Signed
2023-05-19
Discuss with paid preparer
Yes

Preparer

Firm
Lay & Lay CPAs PLLC
Address
9874 E Celtic Drive, Scottsdale, AZ 85260
Preparer
Mark Lay
Phone
4805708480
Raw XML Appendix274 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/Amt01400
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Accounting Fees
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01400
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0432488
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1287533
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Merrill Lynch Mutual Funds
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Lincoln National Life Insurance
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0387142
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1261624
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt08813
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt03376
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03376
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01400
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01400
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0441
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt08801
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt08801
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-5125
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt092557
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt012
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt012
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-5437
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03352
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt0441
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt040
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt03863
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt03863
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0198
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01698
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0441
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt05461
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt08501
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt08813
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03376
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt05461
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt07001
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt032394
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0441
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-5878
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0441
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-5878
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt032835
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt159722
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Merrill Short Term Covered
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Merrill Long Term Covered
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12022-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-5437
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0441
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-5125
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt056680
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0782580
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0787705
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0725900
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt033837
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt033837
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt033837
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt033884
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt047
IRS990PF/DistributableAmountGrp/TotalTaxAmt047
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01412
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01459
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt047
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01412
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt047
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt047
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01459
IRS990PF/FMVAssetsEOYAmt0654645
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt011404
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt011404
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt012285
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt05879
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt05879
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0775420
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0776301
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0787705
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0787705
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0688006
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt011341
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0399409
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt010320
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0277256
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt033884
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0677686
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0688006
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0William C Weese MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt06166 N Scottsdale Rd Unit B-1002
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Paradise Valley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd085253
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt01500
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01500
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt004
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt108
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0Income on investments to be used for charitable purposes
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1Investment capital gain to be used for charitable purposes
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0William C Weese MD
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Paradise Valley
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AZ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd085253
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0AZ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06023179399
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0None
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IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NA
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0William C Weese MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Promote education and higher learning
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Minnesota State University Mankato
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0228 Wiecking Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Mankato
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01500
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt033786
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OtherDecreasesSchedule/OtherDecreasesDetail/Amt052380
OtherDecreasesSchedule/OtherDecreasesDetail/Amt14300
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Change in accumulation value of LI
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1Prior period adjustment
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Corporation Commission Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt130
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03863
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Manager Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03863
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt0198
TaxesSchedule/TaxesDetail/Amt11500
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Taxes Withheld
TaxesSchedule/TaxesDetail/CategoryTxt1Federal Taxes Paid
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0198
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0William Weese
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum06023179399
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Weese Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WEES
ReturnHeader/Filer/EIN0861008770
ReturnHeader/Filer/USAddress/AddressLine1Txt06166 N Scottsdale Rd Unit B-1002
ReturnHeader/Filer/USAddress/CityNm0Paradise Valley
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085253
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0460783822
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lay & Lay CPAs PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09874 E Celtic Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Scottsdale
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085260
ReturnHeader/PreparerPersonGrp/PhoneNum04805708480
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mark Lay
ReturnHeader/ReturnTs02023-05-19T17:05:59-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0William
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Weese
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$725,900
Liabilities
$0
Net assets
$725,900
Revenue
$3,376
Expenses
$8,501
Net income
-$5,125
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.02$0.00$7.02$0.14$0.36$0.23
2023Detailed filing. Detailed filing data is available for this year.$6.83$0.00$6.83$0.06$0.43$0.37
2022Detailed filing. Detailed filing data is available for this year.$7.26$0.00$7.26$0.03$0.09$0.05
2021Detailed filing. Detailed filing data is available for this year.$7.88$0.00$7.88$0.79$0.11$0.68
2020Detailed filing. Detailed filing data is available for this year.$6.95$0.00$6.95$0.87$0.44$0.43
2019Detailed filing. Detailed filing data is available for this year.$6.37$0.00$6.37$0.89$0.39$0.50
2018Detailed filing. Detailed filing data is available for this year.$5.74$0.00$5.74$0.78$0.37$0.42
2017Detailed filing. Detailed filing data is available for this year.$5.43$0.00$5.43$0.75$0.12$0.64
2016Detailed filing. Detailed filing data is available for this year.$4.76$0.00$4.76$0.31$0.14$0.18
2015Summary only. Only limited summary data is available for this year.$4.50$0.00$0.83$0.27$0.56
2014Summary only. Only limited summary data is available for this year.$3.76$0.00$1.60$5.32$3.71
2013Summary only. Only limited summary data is available for this year.$7.47$0.00$1.10$0.52$0.58
2012Summary only. Only limited summary data is available for this year.$6.80$0.00$0.65$0.30$0.35
2011Summary only. Only limited summary data is available for this year.$6.44$0.00$0.50$0.25$0.25