Civic Intelligence

The Weese Foundation an Arizona Nonprofit Corporation

990PF • Fiscal year 2024 • EIN 86-1008770

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 11, 2025

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

(602) 317-9399

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

43rd percentile

0.00x

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Net Margin

3rd percentile

-163%

Higher net margin than 3% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Asset Growth

50th percentile

2.8%

Faster asset growth than 50% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

133%

Faster revenue growth than 91% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$702,218

Up $19,399 (+2.8%) from 2023

Net Assets

Up

$702,218

Up $19,399 (+2.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin3rd percentile

Revenue

Up

$13,871

Up $7,929 (+133%) from 2023

Expenses

Down

$36,431

Down $6,351 (-15%) from 2023

Net Income

Up

-$22,560

Up $14,280 (+39%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth50th 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

2024

Assets$702,218
Liabilities$0
Net Assets$702,218
Open 2024 Filing

Operations Trend

Revenue Growth91st 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

2024

Revenue$13,871
Expenses$36,431
Net Income-$22,560
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 11, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
William C Weese MDDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
The Weese Foundation
EIN
86-1008770
In Care Of
% William Weese
Phone
6023179399
Address
6166 N Scottsdale Rd Unit B-1002, Paradise Valley, AZ 85253

Signing Officer

Name
William Weese
Title
Director
Phone
6023179399
Signed
2025-04-11
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 Appendix276 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
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt01400
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Accounting Fees
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01400
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0371467
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1323251
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Merrill Lynch Mutual Funds
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Lincoln Financial Group
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0407135
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1326149
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt011722
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetIncomeLossFromSpecialEvtGrp/ExclusionAmt02149
IRS990PF/AnalysisIncomeProducingActyGrp/NetIncomeLossFromSpecialEvtGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt013871
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt013871
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01400
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01400
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02149
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt031000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt031000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt011625
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt011625
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-22560
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt060684
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt097
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt097
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02149
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt08460
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt03868
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt03868
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0143
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0153
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt031000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt05411
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt036431
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt013871
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt013871
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt05411
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt05431
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-03-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt058535
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02149
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02149
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt060684
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Merrill Lynch Covered Long Term
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02149
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-22560
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt041959
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0702218
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0682819
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0702218
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt036150
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt036150
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt036150
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt036268
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0118
IRS990PF/DistributableAmountGrp/TotalTaxAmt0118
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0130
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01353
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0118
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01235
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt01105
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0118
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0118
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01353
IRS990PF/FMVAssetsEOYAmt0740784
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt011404
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt011404
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0580
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0675589
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0694718
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0733284
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0671415
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0690814
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt06650
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt07500
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt07500
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0682819
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0702218
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0740784
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0682819
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0702218
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0682819
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0702218
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0736399
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt05133
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0410236
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt011046
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0321030
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt036268
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0725353
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0736399
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/ExpensesAndContributionsAmt031000
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt031000
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt04
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0Income on investments 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
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
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/UndistributedIncomePY1Yr02023
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0true
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
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt06166 N Scottsdale Rd Unit B-1002
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
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NA
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NA
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0WILLIAM C WEESE MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt06000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt215000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Support nature in Arizona through education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Support nursing education through scholarships
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Support child welfare and behavioral health
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Liberty Wildlife
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Minnesota State University Mankato
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Arizona Childrens Association
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02600 E Elwood St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1228 Wiecking Center Minnesota State
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23636 N Central Ave Ste 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Phoenix
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Mankato
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Phoenix
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd085040
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd156001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd285012
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt031000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01209
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt029791
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt036150
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt031000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt034941
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt029791
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Corporation Commission Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherIncreasesSchedule/OtherIncreasesDetail/Amt041959
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Prior Period Adjustment
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03868
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Manager Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03868
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt0143
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Taxes Withheld
TaxesSchedule/TaxesDetail/CategoryTxt1Estimated Tax Paid
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0143
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM WEESE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum06023179399
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Weese Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WEES
ReturnHeader/Filer/EIN0861008770
ReturnHeader/Filer/InCareOfNm0% William Weese
ReturnHeader/Filer/PhoneNum06023179399
ReturnHeader/Filer/USAddress/AddressLine1Txt06166 N Scottsdale Rd Unit B-1002
ReturnHeader/Filer/USAddress/CityNm0Paradise Valley
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085253
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02025-09-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK LAY
ReturnHeader/ReturnTs02025-09-30T13:42:28-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$702,218
Liabilities
$0
Net assets
$702,218
Revenue
$13,871
Expenses
$36,431
Net income
-$22,560
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