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← WEINSTEIN HOSPICE FOUNDATION INC

Form 990 for tax year 2023

Filed by WEINSTEIN HOSPICE FOUNDATION INC.

Totals

Total revenue
$296,671
Total expenses
$40,368
Contributions and grants received
$30,600
Grants paid
$35,000
Program service revenue
$0
Investment income
$266,071
Other revenue
$0
Total assets, end of year
$2,296,645
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$2,296,645
Program services expenses (Part IX)
$40,368
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$40,368

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $30,600

  • 7a · Gross sales of assets other than inventory

    securities $266,071

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $266,071

  • 7d · Net gain or loss

    total $266,071 · excluded $266,071

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $35,000 · program services $35,000

  • 11f · Fees: investment management

    total $5,368 · program services $5,368

Balance sheet

Part X, book values.

  • 11 · Investments: publicly traded securities

    beginning of year $2,040,342 · end of year $2,296,645

  • 27 · Net assets without donor restrictions

    beginning of year $1,716,735 · end of year $1,929,290

  • 28 · Net assets with donor restrictions

    beginning of year $323,607 · end of year $367,355

Mission and programs · 2023

Mission

THE FOUNDATION'S OPERATING OBJECTIVE IS TO PROVIDE SUPPORT ACTIVITIES AND TO CARRY OUT THE PURPOSES OF THE VI AND MILTON WEINSTEIN HOSPICE, INC. INCLUDING MANAGING INVESTMENTS FOR THE SUPPORTED ORGANIZATION.

  • THE FOUNDATION'S OPERATING OBJECTIVE IS TO PROVIDE SUPPORT ACTIVITIES AND TO CARRY OUT THE PURPOSES OF THE VI AND MILTON WEINSTEIN HOSPICE, INC. INCLUDING INVESTING THE ENDOWMENTS FOR THE ORGANIZATION.

    Expenses $40,368 · Grants $35,000

As filed on the 2023 return.

Listed in Part VII

  • J SAMUEL COOLIK

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.5

  • IRWIN SIEGEL

    TREASURER/SECRETARY

    Total calculated
    $0
    Hours/week
    0.5 + 2 related

  • MICHAEL AXELROD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 2 related

  • JEFFREY SNOW

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • DIANA SILVERMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • JAN W WINSTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • SIDNEY FUNK MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • JEFFREY GOPEN

    CEO AND PRESIDENT

    Total calculated
    $433,968
    From this org
    $0
    From related orgs
    $413,756
    Other
    $20,212
    Hours/week
    0.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $382,756 related
    Bonus
    $0 + $31,000 related
    Other
    $0
    Deferred
    $0 + $9,900 related
    Nontaxable benefits
    $0 + $10,312 related
    Filer's total
    $0 + $433,968 related

  • NEELAM RAHATEKAR

    CFO AND COO

    Total calculated
    $361,175
    From this org
    $0
    From related orgs
    $340,963
    Other
    $20,212
    Hours/week
    0.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $315,963 related
    Bonus
    $0 + $25,000 related
    Other
    $0
    Deferred
    $0 + $9,900 related
    Nontaxable benefits
    $0 + $10,312 related
    Filer's total
    $0 + $361,175 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
13 May 2025
IRS schema version
2023v6.0
Source object
202531349349308578

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