Weill Family Foundation

Weill Family Foundation maintains substantial assets despite fluctuating revenues and expenses exceeding revenue in recent years.

EIN: 136223609 · Albany, NY · Updated: 2026-03-28

$256.5MRevenue
$390.2MAssets
85/100Mission Score (Excellent)
Weill Family Foundation Financial Summary
MetricValue
Total Revenue$256.5M
Total Expenses$20.9M
Program Spending90%
Net Assets$359.5M
Transparency Score85/100

Is Weill Family Foundation Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
1 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Weill Family Foundation directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Weill Family Foundation

Weill Family Foundation (EIN: 136223609) is a nonprofit organization based in Albany, NY. The organization reported total revenue of $256.5M and total assets of $390.2M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Weill Family Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

59Years Operating
MajorSize Classification
10Years of Filings
MixedRevenue Trajectory

Weill Family Foundation is a major nonprofit that has been operating for 59 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 9.5%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$4.8M
Total Expenses$20.9M
Surplus / Deficit$-16,058,403
Total Assets$359.5M
Total Liabilities$1
Net Assets$359.5M
Operating Margin-333.3%
Debt-to-Asset Ratio0.0%
Months of Reserves206.6 months

Financial Health Grade: B

In 2023, Weill Family Foundation reported a deficit of $16.1M with expenses exceeding revenue, holds 206.6 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).

Financial Trends

Over 10 years of filings (2011–2023), Weill Family Foundation's revenue has grown at a compound annual growth rate (CAGR) of 9.5%.

YearRevenue ChangeExpense ChangeAsset Change
2023-42.2%+10.9%-4.3%
2022-85.7%+137.8%-2.7%
2021+123.6%-17.0%+15.0%
2020-37.6%-44.7%+5.2%
2019+231.9%+345.6%+170.2%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date1967

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Weill Family Foundation demonstrates a strong financial position with substantial assets, reaching $359,486,995 in the latest 2023 filing. As a private foundation, its primary activity is grantmaking, which is reflected in its spending patterns. The foundation consistently reports zero officer compensation, indicating a volunteer or externally compensated leadership structure, which is a positive sign for donor confidence. However, the foundation's revenue has fluctuated significantly, from a high of $58,334,568 in 2021 to $4,817,852 in 2023, while expenses have sometimes exceeded revenue, such as in 2023 where expenses were $20,876,255 against $4,817,852 in revenue. This is typical for foundations that draw from their endowments for grantmaking. The consistent reporting of minimal liabilities ($1 in recent years) also points to sound financial management. The lack of specific program, administrative, or fundraising expense breakdowns in the provided data makes a detailed efficiency analysis challenging, but the overall financial health appears robust due to its significant asset base.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Weill Family Foundation with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 10%
  • programs: 90%
  • fundraising: 0%

According to IRS 990 filings, Weill Family Foundation allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$4.8MTotal Revenue
$20.9MTotal Expenses
$359.5MTotal Assets
$1Total Liabilities
$359.5MNet Assets
  • The organization reported a deficit of $16.1M, with expenses exceeding revenue.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

Executive compensation is reported as 0% across all available filings, suggesting that the foundation's officers are either volunteers or compensated through other means, which is a positive indicator for resource allocation.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Weill Family Foundation's IRS 990 filings:

  • Lack of detailed expense breakdown (program vs. admin vs. fundraising) in provided data, making efficiency analysis difficult.

Strengths

The following positive indicators were identified for Weill Family Foundation:

  • Strong and growing asset base, reaching $359,486,995 in 2023.
  • Consistent reporting of 0% officer compensation, indicating efficient use of funds for mission.
  • Minimal liabilities ($1 in recent years), suggesting sound financial management.
  • Long history of IRS 990 filings (10 filings), indicating transparency and compliance.

Frequently Asked Questions about Weill Family Foundation

Is Weill Family Foundation a legitimate charity?

Weill Family Foundation (EIN: 136223609) is a registered tax-exempt nonprofit based in New York. Our AI analysis gives it a Mission Score of 85/100. It has 10 years of IRS 990 filings on record. Total revenue: $256.5M. 1 red flag identified. 4 strengths noted. Financial health grade: B.

How does Weill Family Foundation spend its money?

Weill Family Foundation directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to Weill Family Foundation tax-deductible?

Weill Family Foundation is registered as a tax-exempt nonprofit (EIN: 136223609). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

Where is Weill Family Foundation located?

Weill Family Foundation is headquartered in Albany, New York and files with the IRS under EIN 136223609.

How many years of IRS 990 filings does Weill Family Foundation have?

Weill Family Foundation has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $256.5M in total revenue.

Is Weill Family Foundation a good charity?

Based on the available data, the Weill Family Foundation appears to be a well-managed private foundation with substantial assets ($359,486,995 in 2023) and a consistent record of zero officer compensation. Its primary function is grantmaking, and while specific program spending details are not provided, the overall financial health and lack of executive compensation are positive indicators.

How does the foundation manage its expenses when revenue is lower?

As a private foundation, the Weill Family Foundation likely draws from its significant endowment (assets of $359,486,995 in 2023) to cover expenses, especially in years where expenses ($20,876,255 in 2023) exceed revenue ($4,817,852 in 2023). This is a common and sustainable practice for foundations with large asset bases.

What is the trend in the foundation's assets?

The foundation's assets have shown significant growth over the years, from $54,452,323 in 2011 to $359,486,995 in 2023, indicating successful investment and endowment management.

Filing History

IRS 990 filing history for Weill Family Foundation showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), Weill Family Foundation's revenue has grown by 196.2%, moving from $1.6M to $4.8M. Total assets increased by 560.2% over the same period, from $54.5M to $359.5M. Total functional expenses fell by 27.3%, from $28.7M to $20.9M. In its most recent filing year (2023), Weill Family Foundation reported a deficit of $16.1M, with expenses exceeding revenue. The organization holds $1 in liabilities against $359.5M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $359.5M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $4.8M $20.9M $359.5M $1
2022 $8.3M $18.8M $375.5M $1 View 990
2021 $58.3M $7.9M $386.0M $1 View 990
2020 $26.1M $9.5M $335.6M $1
2019 $41.8M $17.3M $319.1M $1
2015 $12.6M $3.9M $118.1M $1 View 990
2014 $37.1M $1.7M $109.4M $0 View 990
2013 $8.2M $2.1M $73.9M $0 View 990
2012 $14.5M $1.1M $67.8M $0 View 990
2011 $1.6M $28.7M $54.5M $0 View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $4.8M, expenses of $20.9M, and assets of $359.5M (revenue -42.2% year-over-year).
  • 2022: Revenue of $8.3M, expenses of $18.8M, and assets of $375.5M (revenue -85.7% year-over-year).
  • 2021: Revenue of $58.3M, expenses of $7.9M, and assets of $386.0M (revenue +123.6% year-over-year).
  • 2020: Revenue of $26.1M, expenses of $9.5M, and assets of $335.6M (revenue -37.6% year-over-year).
  • 2019: Revenue of $41.8M, expenses of $17.3M, and assets of $319.1M (revenue +231.9% year-over-year).
  • 2015: Revenue of $12.6M, expenses of $3.9M, and assets of $118.1M (revenue -66.0% year-over-year).
  • 2014: Revenue of $37.1M, expenses of $1.7M, and assets of $109.4M (revenue +350.4% year-over-year).
  • 2013: Revenue of $8.2M, expenses of $2.1M, and assets of $73.9M (revenue -43.3% year-over-year).
  • 2012: Revenue of $14.5M, expenses of $1.1M, and assets of $67.8M (revenue +791.4% year-over-year).
  • 2011: Revenue of $1.6M, expenses of $28.7M, and assets of $54.5M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Weill Family Foundation:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Weill Family Foundation is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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