Margery P Weed Family Charitable Foundation Tr

Weed Margery P Ttee

Bloomfield, CT
Tax-exempt since Nov. 2000
EIN: 06-6498862

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$54.2k (2024)

Expenses

$59.5k (2024)

Total Assets

$784k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$54,212

Expenses

$59,524

Net Income

-$5,312

Net Assets

$783,836

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$12,686	23.4%
Dividends	$19,504	36.0%
Sales of Assets	$22,022	40.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,500	81.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$783,836
Total Liabilities	$0
Net Assets	$783,836

Compensation

Key Employees and Officers	Compensation	Other
Jeffrey J Weed (Trustee)	$0	$0
Jonathan S Weed (Trustee)	$0	$0

990-PF

Filed on May 6, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$52,452

Expenses

$53,780

Net Income

-$1,328

Net Assets

$788,893

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,269	8.1%
Dividends	$16,167	30.8%
Sales of Assets	$32,016	61.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$46,000	85.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$788,893
Total Liabilities	$0
Net Assets	$788,893

Compensation

Key Employees and Officers	Compensation	Other
Jeffrey J Weed (Trustee)	$0	$0
Jonathan S Weed (Trustee)	$0	$0

990-PF

Filed on May 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$29,630

Expenses

$49,973

Net Income

-$20,343

Net Assets

$789,314

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$18,282	61.7%
Sales of Assets	$11,347	38.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,000	82.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$789,314
Total Liabilities	$0
Net Assets	$789,314

Compensation

Key Employees and Officers	Compensation	Other
Jeffrey J Weed (Trustee)	$0	$0
Jonathan S Weed (Trustee)	$0	$0

990-PF

Filed on May 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$54,765

Expenses

$47,536

Net Income

$7,229

Net Assets

$808,753

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,525	26.5%
Sales of Assets	$40,240	73.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$39,000	82.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$808,753
Total Liabilities	$0
Net Assets	$808,753

Compensation

Key Employees and Officers	Compensation	Other
Jeffrey J Weed (Trustee)	$0	$0
Jonathan S Weed (Trustee)	$0	$0

990-PF

Filed on May 12, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

-$37,250

Expenses

$49,860

Net Income

-$87,110

Net Assets

$801,458

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,392
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$42,500	85.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$801,459
Total Liabilities	$1
Net Assets	$801,458

Compensation

Key Employees and Officers	Compensation	Other
Jeffrey J Weed (Trustee)	$0	$0
Jonathan S Weed (Trustee)	$0	$0

990-PF

Filed on May 13, 2021

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$26,904

Expenses

$43,783

Net Income

-$16,879

Net Assets

$886,706

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$23,243	86.4%
Sales of Assets	$3,661	13.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,000	79.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$886,707
Total Liabilities	$1
Net Assets	$886,706

Compensation

Key Employees and Officers	Compensation	Other
Jeffrey J Weed (Trustee)	$0	$0
Jonathan S Weed (Trustee)	$0	$0

990-PF

Filed on April 20, 2020

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$420,782

Expenses

$13,133

Net Income

$407,649

Net Assets

$903,586

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$408,200	97.0%
Interest Revenue	$0
Dividends	$15,772	3.7%
Sales of Assets	-$3,190
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,500	57.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$903,586
Total Liabilities	$0
Net Assets	$903,586

Compensation

Key Employees and Officers	Compensation	Other
Christopher C Weed (Trustee)	$0	$0
Jeffrey J Weed (Trustee)	$0	$0
Jonathan S Weed (Trustee)	$0	$0

990-PF

Filed on May 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$404,355

Expenses

$12,800

Net Income

$391,555

Net Assets

$495,937

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$382,209	94.5%
Interest Revenue	$0
Dividends	$8,300	2.1%
Sales of Assets	$13,846	3.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,309	80.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$495,937
Total Liabilities	$0
Net Assets	$495,937

Compensation

Key Employees and Officers	Compensation	Other
Christopher C Weed (Trustee)	$0	$0
Jeffrey J Weed (Trustee)	$0	$0
Jonathan S Weed (Trustee)	$0	$0

990-PF

Filed on Nov. 12, 2018

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$1,257

Expenses

$11,999

Net Income

-$10,742

Net Assets

$104,382

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,794	> 100%
Sales of Assets	-$1,537
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,690	89.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$104,382
Total Liabilities	$0
Net Assets	$104,382

Compensation

Key Employees and Officers	Compensation	Other
Christopher C Weed (Trustee)	$0	$0
Jeffrey J Weed (Trustee)	$0	$0
Jonathan S Weed (Trustee)	$0	$0

990-PF

Filed on July 13, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$8,575

Expenses

$9,480

Net Income

-$905

Net Assets

$115,127

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,795	32.6%
Sales of Assets	$5,780	67.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,187	86.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$115,127
Total Liabilities	$0
Net Assets	$115,127

Compensation

Key Employees and Officers	Compensation	Other
Margery Weed (Trustee)	$0	$0
Christopher C Weed (Trustee)	$0	$0
Jeffrey J Weed (Trustee)	$0	$0
Jonathan S Weed (Trustee)	$0	$0

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990-PF

Filed on May 9, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$12,751

Expenses

$9,591

Net Income

$3,160

Net Assets

$116,032

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,164	17.0%
Sales of Assets	$10,587	83.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,191	85.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$116,032
Total Liabilities	$0
Net Assets	$116,032

Compensation

Key Employees and Officers	Compensation	Other
Margery Weed (Trustee)	$0	$0
Christopher C Weed (Trustee)	$0	$0
Jeffrey J Weed (Trustee)	$0	$0
Jonathan S Weed (Trustee)	$0	$0

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990-PF

Filed on May 12, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$8,880

Expenses

$8,122

Net Income

$758

Net Assets

$112,872

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,640	63.5%
Sales of Assets	$3,240	36.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,134	87.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$112,872
Total Liabilities	$0
Net Assets	$112,872

Compensation

Key Employees and Officers	Compensation	Other
Margery Weed (Trustee)	$0	$0
Christopher C Weed (Trustee)	$0	$0
Jeffrey J Weed (Trustee)	$0	$0
Jonathan S Weed (Trustee)	$0	$0

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990-PF

Filed on May 1, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$4,275

Expenses

$8,005

Net Income

-$3,730

Net Assets

$112,116

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$3,071	71.8%
Sales of Assets	$1,185	27.7%
Other Income	$18	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,089	88.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$112,116
Total Liabilities	$0
Net Assets	$112,116

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$5,047

Expenses

$5,869

Net Income

-$822

Net Assets

$115,846

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,988	79.0%
Sales of Assets	$1,059	21.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,000	85.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$115,846
Total Liabilities	$0
Net Assets	$115,846

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Updated March 23, 2026

Margery P Weed Family Charitable Foundation Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $54.2k (2024)

Expenses $59.5k (2024)

Total Assets $784k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$54.2k (2024)

Expenses

$59.5k (2024)

Total Assets

$784k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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