ADAM J WEISSMAN FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ADAM J WEISSMAN FOUNDATION (EIN 20-2624778)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202323199349109182
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T19:27:07-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202624778 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Adam J Weissman Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | ADAM | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Adam Weissman | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Adam | PersonFirstNm |
| Person Last | Weissman | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,860,249 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $463 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $463 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $286,072 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $286,072 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $591,467 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,287,642 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $591,467 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$2,291 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$2,332 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $875,711 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $875,670 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $65,899 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $63,289 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,610 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,011 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $83,144 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $22,521 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $60,622 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $164,054 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $85,810 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $63,232 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $727,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $727,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $891,554 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $85,810 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $790,732 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$15,843 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $789,860 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $318,710 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $740,656 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $740,656 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,185,319 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,509,563 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,373,447 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $250,000 | CorporateBondsBOYAmt |
| Other Investments BOY | $4,559,136 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,047,103 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,746,146 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,313,165 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,297,322 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,860,249 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $12,313,165 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,297,322 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,313,165 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,297,322 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,313,165 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,297,322 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,313,165 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$15,843 | ExcessRevenueOverExpensesAmt |
| Subtotal | $12,297,322 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $12,297,322 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $5,287,642 | $4,915,236 | $372,406 | $372,406 |
| Passthrough K1 Capital Gain/(Loss) | $219,061 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $591,467 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,979 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,979 | SubtotalAmt |
| Tax Based On Investment Income | $10,979 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,900 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $6,400 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $16,300 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,321 | OverpaymentAmt |
| Applied To ES Tax | $5,321 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Tabitha Jordan | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Adam J Weissman | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Sec | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Morgan Stanley | |||||
| 1775 I Street NW Suite 200 | WASHINGTON | DC | 20006 | Investment MGMT | $63,289 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $60,597 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,134,713 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $518,420 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,746,146 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,399,279 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,399,279 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $215,989 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,183,290 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $709,165 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $709,165 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,979 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,979 | TotalTaxAmt |
| Distributable Before Adj | $698,186 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $698,186 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $698,186 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $790,732 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $790,732 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $698,186 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $779,466 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Qualifying Distributions | $790,732 | QualifyingDistributionsAmt |
| Applied To Year1 | $779,466 | AppliedToYear1Amt |
| Applied To Current Year | $11,266 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $686,920 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Adam J Weissman | ContributingManagerNm |
| Contributing Manager | Tabitha Jordan | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Province Or StateRecipientForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AGORA PARTNERSHIPS | ||||||||||||
| 327 W 83RD ST 1C | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $50,000 | |||||
| ARKANSAS FOODBANK | ||||||||||||
| 4301 W 65TH ST | LITTLE ROCK | AR | 72209 | N/A | PC | General & Unrestricted | $5,000 | |||||
| CALIFORNIA INSTITUTE OF TECHNOLOGY | ||||||||||||
| 1200 E CALIFORNIA BLVD M/C 5-32 | PASADENA | CA | 91125 | N/A | PC | Undergraduate Scholarship Fund | $5,000 | |||||
| CAMPAIGN LEGAL CENTER INC | ||||||||||||
| 1101 14TH ST NW STE 400 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $5,000 | |||||
| COMPASSION INSTITUTE | ||||||||||||
| PO BOX 967 | HALF MOON BAY | CA | 94019 | N/A | PC | General & Unrestricted | $5,000 | |||||
| CORNELL UNIVERSITY | ||||||||||||
| 130 E SENECA ST STE 400 | ITHACA | NY | 14850 | N/A | PC | ArXiv Program | $1,000 | |||||
| CORPORATION FOR PUBLIC BROADCASTING | ||||||||||||
| 401 9TH ST NW STE 200 | WASHINGTON | DC | 20004 | N/A | PC | General & Unrestricted | $1,000 | |||||
| FRED HUTCHINSON CANCER RESEARCH CENTER | ||||||||||||
| 1100 FAIRVIEW AVE N PO BOX 19024 | SEATTLE | WA | 98109 | N/A | PC | General & Unrestricted | $5,000 | |||||
| GEORGETOWN UNIVERSITY | ||||||||||||
| 2115 WISCONSIN AVE NW STE 500 | WASHINGTON | DC | 20007 | N/A | PC | MSFS Scholarship Fund | $5,000 | |||||
| GRASSROOTS ECOLOGY | ||||||||||||
| 3921 E BAYSHORE RD | PALO ALTO | CA | 94303 | N/A | PC | General & Unrestricted | $10,000 | |||||
| HEIFER PROJECT INTERNATIONAL | ||||||||||||
| PO BOX 8058 | LITTLE ROCK | AR | 72203 | N/A | PC | General & Unrestricted | $50,000 | |||||
| HUMAN RIGHTS WATCH | ||||||||||||
| 350 SANSOME ST STE 1000 | SAN FRANCISCO | CA | 94104 | N/A | PC | General & Unrestricted | $5,000 | |||||
| INSERM AUVERGNE RHONE ALPES | ||||||||||||
| N/A | GOV | scientific work of Antoine Lutz, director of research at the Lyon Neuroscience Research Center | $18,000 | 95 BLVD PINEL BATIMENT 452 | BRON | FR | 69500 | |||||
| INSIGHT MEDITATION SOUTH BAY | ||||||||||||
| PO BOX 490 | MENLO PARK | CA | 94026 | N/A | PC | General & Unrestricted | $2,000 | |||||
| INTERNET ARCHIVE | ||||||||||||
| 300 FUNSTON AVE | SAN FRANCISCO | CA | 94118 | N/A | PC | General & Unrestricted | $1,000 | |||||
| JOHNS HOPKINS UNIVERSITY - THE WILMER EYE INSTITUT | ||||||||||||
| 600 N WOLFE ST WILMER 112 | BALTIMORE | MD | 21287 | N/A | PC | General & Unrestricted | $2,000 | |||||
| LEWIS AND CLARK COLLEGE | ||||||||||||
| 615 S PALATINE HILL RD | PORTLAND | OR | 97219 | N/A | PC | Weissman Neurobiology Lab, currently led by Dr. Tamily Weissman | $50,000 | |||||
| LIFEMOVES | ||||||||||||
| 2550 GREAT AMERICA WAY STE 201 | SANTA CLARA | CA | 95054 | N/A | PC | General & Unrestricted | $5,000 | |||||
| LOS ALTOS COMMUNITY FOUNDATION | ||||||||||||
| 183 HILLVIEW AVE | LOS ALTOS | CA | 94022 | N/A | PC | General & Unrestricted | $5,000 | |||||
| MCE SOCIAL CAPITAL | ||||||||||||
| 5758 GEARY BLVD 261 | SAN FRANCISCO | CA | 94121 | N/A | PC | General & Unrestricted | $10,000 | |||||
| MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT | ||||||||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | General & Unrestricted | $20,000 | |||||
| MIND AND LIFE INSTITUTE | ||||||||||||
| 977 SEMINOLE TRAIL PMB 363 | CHARLOTTESVILLE | VA | 22901 | N/A | PC | General & Unrestricted | $30,000 | |||||
| NATIONAL PUBLIC RADIO INC | ||||||||||||
| PO BOX 791490 | BALTIMORE | MD | 21279 | N/A | PC | General & Unrestricted | $1,000 | |||||
| PARTNERS ASIA | ||||||||||||
| 436 14TH ST SUITE 700 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $50,000 | |||||
| PENINSULA BRIDGE PROGRAM | ||||||||||||
| 177 BOVET RD STE 120 | SAN MATEO | CA | 94402 | N/A | PC | General & Unrestricted | $30,000 | |||||
| PLOUGHSHARES FUND INC | ||||||||||||
| 315 BAY ST STE 400 | SAN FRANCISCO | CA | 94133 | N/A | PC | General & Unrestricted | $75,000 | |||||
| SECOND HARVEST OF SILICON VALLEY | ||||||||||||
| 4001 N 1ST ST | SAN JOSE | CA | 95134 | N/A | PC | General & Unrestricted | $3,000 | |||||
| SILICON VALLEY SOCIAL VENTURE FUND | ||||||||||||
| 350 TWIN DOLPHIN DR STE 103 | REDWOOD CITY | CA | 94065 | N/A | PC | General & Unrestricted | $10,000 | |||||
| SPIRIT ROCK MEDITATION CENTER | ||||||||||||
| PO BOX 169 | WOODACRE | CA | 94973 | N/A | PC | General & Unrestricted | $2,000 | |||||
| STANFORD UNIVERSITY CENTER FOR COMPASSION AND ALTR | ||||||||||||
| PO BOX 20466 | STANFORD | CA | 94309 | N/A | PC | General & Unrestricted | $5,000 | |||||
| TECHNOVATION | ||||||||||||
| 700 EL CAMINO REAL 1120 STE 120 | MENLO PARK | CA | 94025 | N/A | PC | General & Unrestricted | $2,500 | |||||
| TESSELLATIONS | ||||||||||||
| 20900 MCCLELLAN RD | CUPERTINO | CA | 95014 | N/A | PC | General & Unrestricted | $50,000 | |||||
| TESSELLATIONS | ||||||||||||
| 20900 MCCLELLAN RD | CUPERTINO | CA | 95014 | N/A | PC | Capital Campaign | $50,000 | |||||
| TESSELLATIONS | ||||||||||||
| 20900 MCCLELLAN RD | CUPERTINO | CA | 95014 | N/A | PC | Scholarship Fund | $50,000 | |||||
| THE ARKANSAS SINGLE PARENT SCHOLARSHIP FUND | ||||||||||||
| PO BOX 854 | SPRINGDALE | AR | 72765 | N/A | PC | General & Unrestricted | $10,000 | |||||
| THE OJAI FOUNDATION | ||||||||||||
| PO BOX 999 | OJAI | CA | 93024 | N/A | PC | Topa Institute | $20,000 | |||||
| THE PHILANTHROPY WORKSHOP INC | ||||||||||||
| 110 E 25TH ST | NEW YORK | NY | 10010 | N/A | PC | General & Unrestricted | $15,000 | |||||
| UNIVERSITE CLAUDE BERNARD LYON 1 | ||||||||||||
| N/A | GOV | research program currently led by Antoine Lutz | $7,000 | 43 BLVD DU 11 NOVEMBRE 1918 | VILLEURBANNE | FR | 69622 | CEDEX | ||||
| UNIVERSITY OF WISCONSIN FOUNDATION | ||||||||||||
| US BANK LOCKBOX 78807 | MILWAUKEE | WI | 53278 | N/A | PC | Center for Healthy Minds | $10,000 | |||||
| WARREN J PLAUT CHARITABLE TR | ||||||||||||
| PO BOX 943 | NORTHAMPTON | MA | 01061 | N/A | PC | General & Unrestricted | $1,000 | |||||
| WIKIMEDIA FOUNDATION INC | ||||||||||||
| PO BOX 98204 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $1,000 | |||||
| WOMEN MAKE MOVIES INC | ||||||||||||
| 115 W 29TH ST STE 1200 | NEW YORK | NY | 10001 | N/A | PC | Das Bombe, LLC | $25,000 | |||||
| WORLD AFFAIRS COUNCIL OF NORTHERN CALIFORNIA Glob | ||||||||||||
| 312 SUTTER ST | SAN FRANCISCO | CA | 94108 | N/A | PC | General & Unrestricted | $15,000 | |||||
| ZACHARY AND ELIZABETH M FISHER CENTER FOR ALZHEIME | ||||||||||||
| 110 EAST 42ND ST 16TH FL | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $5,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $727,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $463 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $286,072 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $590,749 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1 Inc/Loss | 525990 | $41 | 14 | $3,907 |
| ANNUITY LOSS | 01 | -$7,616 | ||
| CLASS ACTION LAWSUIT PROCEEDS | 01 | $2,095 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $41 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $875,670 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $875,711 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (38 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $153,794 | $237,728 |
| APPLE INC | $113,887 | $203,081 |
| BLACKROCK INC | $85,072 | $112,672 |
| BRISTOL-MYERS SQUIBB CO | $87,802 | $106,630 |
| CITI WORSTOF BUFFERED PLUS AUT | $1,000,000 | $775,999 |
| CORNING INC | $118,996 | $111,343 |
| CVS CAREMARK CORP | $85,044 | $109,125 |
| DOVER CORP | $129,997 | $111,172 |
| DTE ENERGY CO COM | $229,748 | $243,287 |
| EDISON INTL | $229,623 | $237,812 |
| EXXON MOBIL CORP | $198,477 | $229,093 |
| FIFTH THIRD BANCORP | $254,952 | $212,379 |
| FIRST ENERGY CORP | $117,606 | $126,072 |
| GENERAL MILLS INC | $167,512 | $237,631 |
| GS AUTO-CALLABLE BUFFERED PLUS | $250,000 | $240,500 |
| GS DUAL DIRECTIONAL BUF PART N | $250,000 | $237,500 |
| HP INC | $188,672 | $211,628 |
| JOHNSON & JOHNSON | $98,961 | $117,119 |
| KEURIG DR PEPPER INC | $85,031 | $109,334 |
| MCDONALD'S CORP | $82,608 | $113,054 |
| MERCK & CO INC | $95,265 | $121,712 |
| METLIFE INC | $100,396 | $110,437 |
| MICROSOFT CORP | $100,001 | $114,394 |
| MONDELEZ INTERNATIONAL INC | $98,739 | $117,904 |
| MS AUTO-CALL BUFF PART NOTE AA | $700,000 | $339,850 |
| MS AUTOCALL TRIG PART NOTE SOX | $650,000 | $432,899 |
| ONEOK INC | $235,814 | $236,849 |
| PFIZER INC | $222,181 | $246,721 |
| PHILLIPS 66 | $187,933 | $221,378 |
| PROCTER GAMBLE CO | $103,598 | $121,551 |
| QUEST DIAGNOSTICS | $78,666 | $123,744 |
| SEMPRA ENERGY COM | $88,167 | $112,351 |
| SIMON PPTY GROUP INC | $205,630 | $231,671 |
| STATE STREET CORPORATION | $105,760 | $117,751 |
| TARGET CORPORATION | $76,553 | $107,458 |
| THE BLACKSTONE GROUP INC CL A | $246,184 | $195,416 |
| VICI PROPERTIES INC | $191,863 | $229,165 |
| WAL-MART STORES INC | $95,031 | $109,037 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| LEGACY VENTURE VII, LLC | $897,407 | $2,588,281 |
| PRUDENTIAL ANNUITY - E0632718 | $1,350,542 | $1,350,542 |
| PRUDENTIAL ANNUITY - E0632723 | $774,335 | $774,335 |
| PRUDENTIAL ANNUITY - E0647768 | $1,012,988 | $1,012,988 |
| UNCOMMON CACAO INC | $11,831 | $20,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $60,597 | $60,597 | |
| Bank Charges | $126 | $126 | |
| K-1 Exp LEGACY VENTURE VII, LL | $22,396 | $22,395 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss LEGACY VENTURE VII, LLC | $3,230 | $3,189 |
| Annuity Loss | -$7,616 | -$7,616 |
| Class Action Lawsuit Proceeds | $2,095 | $2,095 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $63,289 | $63,289 | |
| Philanthropic Consulting Srvcs | $2,610 | $2,610 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2022 | $9,900 |
| 990-PF Excise Tax for 2021 | $5,011 |
| 990-PF Extension for 2021 | $100 |