ADAM J WEISSMAN FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ADAM J WEISSMAN FOUNDATION (EIN 20-2624778)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202203189349106835
- Schema version
- 2021v4.2
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Bonds 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 | 2022-11-14T20:33:08-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 j weissman | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2022-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | adam j | 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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,261,649 | 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 | $100,283 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $272 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $272 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $140,919 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $140,919 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $787,307 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,357,437 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $787,307 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $193,167 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $193,111 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,221,948 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,121,609 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $58,079 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $56,069 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,010 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13,792 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $83,121 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $24,283 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $58,838 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $154,992 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $80,352 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $60,848 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $601,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $601,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $756,492 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $80,352 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $662,348 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $465,456 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,041,257 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,148,323 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $318,710 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $318,710 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,530,065 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,185,319 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,053,933 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $250,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $250,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $368,750 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,919,321 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,559,136 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,520,256 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,847,709 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,313,165 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,261,649 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $11,847,709 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,313,165 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,847,709 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,313,165 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,847,709 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,313,165 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,847,709 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $465,456 | ExcessRevenueOverExpensesAmt |
| Subtotal | $12,313,165 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $12,313,165 | 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 | $3,357,437 | $3,123,589 | $233,848 | $233,848 |
| Passthrough K1 Capital Gain/(Loss) | $553,459 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $787,307 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,473 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $14,473 | SubtotalAmt |
| Tax Based On Investment Income | $14,473 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $100 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $9,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $38 | EsPenaltyAmt |
| Tax Due | $5,011 | TaxDueAmt |
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 |
|---|---|---|---|---|---|
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $58,813 |
| Morgan Stanley | |||||
| 1775 I Street NW suite 200 | WASHINGTON | DC | 20006 | Investment mgmt | $56,069 |
| 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 | $8,347,748 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $521,538 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,520,256 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,389,542 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,389,542 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $245,843 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,143,699 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $807,185 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $807,185 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,473 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,473 | TotalTaxAmt |
| Distributable Before Adj | $792,712 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $792,712 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $792,712 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $662,348 | 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 | $662,348 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $792,712 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $649,102 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Qualifying Distributions | $662,348 | QualifyingDistributionsAmt |
| Applied To Year1 | $649,102 | AppliedToYear1Amt |
| Applied To Current Year | $13,246 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $779,466 | 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 (31 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 | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AGORA PARTNERSHIPS | ||||||||||||
| 327 W 83RD ST 1C | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $50,000 | |||||
| ART MONASTERY PROJECT | ||||||||||||
| 207 ANDOVER ST | SAN FRANCISCO | CA | 94110 | N/A | PC | Mindfulness and compassion training programs | $15,000 | |||||
| CALIFORNIA INSTITUTE OF TECHNOLOGY | ||||||||||||
| 1200 E CALIFORNIA BLVD M/C 5-32 | PASADENA | CA | 91125 | N/A | PC | Undergraduate Scholarship Fund | $5,000 | |||||
| CORNELL UNIVERSITY | ||||||||||||
| 130 E SENECA ST STE 400 | ITHACA | NY | 14850 | N/A | PC | ArXiv Support Another Org via Selected Charity | $1,000 | |||||
| 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 | Nepal Program | $50,000 | |||||
| HUMAN RIGHTS WATCH | ||||||||||||
| 350 SANSOME ST STE 1000 | SAN FRANCISCO | CA | 94104 | N/A | PC | Charitable Event | $5,000 | |||||
| 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 | |||||
| LEWIS AND CLARK COLLEGE | ||||||||||||
| 615 S PALATINE HILL RD | PORTLAND | OR | 97219 | N/A | PC | To support the Weissman Neurobiology Lab | $50,000 | |||||
| LOS ALTOS COMMUNITY FOUNDATION | ||||||||||||
| 183 HILLVIEW AVE | LOS ALTOS | CA | 94022 | N/A | PC | General & Unrestricted | $5,000 | |||||
| DOCTORS WITHOUT BORDERS USA INC | ||||||||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | To Support International COVID-19 Vaccine Equity | $30,000 | |||||
| MIND AND LIFE INSTITUTE | ||||||||||||
| 210 RIDGE MCINTIRE RD STE 325 | CHARLOTTESVILLE | VA | 22903 | 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 | $20,000 | |||||
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | ||||||||||||
| 123 WILLIAMS ST 10TH FL | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $5,000 | |||||
| PLOUGHSHARES FUND INC | ||||||||||||
| 315 BAY ST STE 400 | SAN FRANCISCO | CA | 94133 | N/A | PC | Ploughshares Fund Women's Initiative | $25,000 | |||||
| PLOUGHSHARES FUND INC | ||||||||||||
| 315 BAY ST STE 400 | SAN FRANCISCO | CA | 94133 | N/A | PC | General & Unrestricted | $50,000 | |||||
| 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 | |||||
| TECHNOVATION | ||||||||||||
| 532 W 22ND ST | LOS ANGELES | CA | 90007 | N/A | PC | General & Unrestricted | $2,500 | |||||
| TESSELLATIONS | ||||||||||||
| 20900 MCCLELLAN RD | CUPERTINO | CA | 95014 | N/A | PC | Scholarship Fund | $50,000 | |||||
| TESSELLATIONS | ||||||||||||
| 20900 MCCLELLAN RD | CUPERTINO | CA | 95014 | N/A | PC | General & Unrestricted | $50,000 | |||||
| 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 | PC | To support the research program | $25,000 | 43 BLVD DU 11 NOVEMBRE 1918 | VILLEURBANNE | CEDEX | FR | 69622 | ||||
| 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 | ||||||||||||
| 312 SUTTER ST | SAN FRANCISCO | CA | 94108 | N/A | PC | General & Unrestricted | $5,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $601,500 | 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 | $272 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $140,919 | 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 | $787,307 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $56 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $193,111 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $56 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,121,609 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,121,665 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Weissman Adam J | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Walls Drive Suite 302 | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,283 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PFIZER INC PFE, 1725 sh. | NoncashPropertyDesc |
| Fair Market Value | $100,283 | FairMarketValueAmt |
| Received | 2021-12-30 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | JPM BUFFERED PLUS ON SPGCICP - | BondNm |
| EOY Book Value | $250,000 | EOYBookValueAmt |
| EOYFMV | $368,750 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (39 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PRUDENTIAL JENNISON INTL OPP | $221,638 | $341,816 |
| 3M CO | $249,566 | $271,063 |
| ABBVIE INC | $152,909 | $211,901 |
| AMAZON COM | $175,049 | $250,076 |
| APOLLO GLOBAL MANAGEMENT, INC | $183,219 | $234,239 |
| APPLE INC | $122,932 | $336,495 |
| BCS BUFFERED PLUS EQ BASKET IN | $250,000 | $316,750 |
| BCS DUAL DIRECTIONAL BUFFERED | $250,000 | $279,000 |
| BLACKROCK INC | $61,614 | $130,010 |
| BRISTOL-MYERS SQUIBB CO | $110,739 | $127,132 |
| CITI WORSTOF BUFFERED | $1,000,000 | $970,999 |
| CITIGROUP INC | $241,824 | $270,910 |
| CVS CAREMARK CORP | $187,205 | $296,379 |
| DOVER CORP | $60,580 | $144,554 |
| DTE ENERGY CO COM | $184,480 | $204,055 |
| EDISON INTL | $192,952 | $215,056 |
| FIFTH THIRD BANCORP | $87,628 | $136,399 |
| GENERAL MILLS INC | $209,360 | $251,462 |
| HONEYWELL INTL | $107,143 | $136,157 |
| HP INC | $125,350 | $220,784 |
| HUNTINGTON BANCSHARES INC | $123,656 | $129,682 |
| JOHNSON & JOHNSON | $109,336 | $127,447 |
| KEURIG DR PEPPER INC | $96,937 | $136,235 |
| LOCKHEED MARTIN CORP | $122,934 | $129,725 |
| MCDONALD'S CORP | $90,787 | $137,252 |
| MEDTRONIC PLC | $190,560 | $204,107 |
| MICROSOFT CORP | $172,293 | $315,804 |
| MONDELEZ INTERNATIONAL INC | $104,125 | $127,315 |
| MS AUTOCALL TRIG PART NOTE SOX | $650,000 | $634,399 |
| NEWMONT GOLDCORP CORPORATION | $187,855 | $208,263 |
| PFIZER INC | $256,882 | $361,267 |
| PROCTER GAMBLE CO | $73,448 | $141,987 |
| PUBLIC SVC ENTERPRISE GROUP | $108,189 | $129,990 |
| QUEST DIAGNOSTICS | $80,109 | $147,578 |
| RAYTHEON TECHNOLOGIES CORP | $109,555 | $131,155 |
| SEMPRA ENERGY COM | $119,035 | $130,957 |
| TARGET CORPORATION | $42,489 | $130,069 |
| VERIZON COMMUNICATIONS | $264,964 | $256,111 |
| WAL-MART STORES INC | $107,977 | $129,353 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| LEGACY VENTURE VII, LLC | $841,848 | $3,794,799 |
| PRUDENTIAL ANNUITY - E0632718 | $1,670,168 | $1,670,168 |
| PRUDENTIAL ANNUITY - E0632723 | $881,580 | $881,580 |
| PRUDENTIAL ANNUITY - E0647768 | $1,153,709 | $1,153,709 |
| UNCOMMON CACAO INC | $11,831 | $20,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $58,813 | $58,813 | |
| K-1 Exp LEGACY VENTURE VII, LL | $24,283 | $24,283 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss LEGACY VENTURE VII, LLC | $4,135 | $4,079 |
| Annuity Income | $189,032 | $189,032 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $56,069 | $56,069 | |
| Philanthropic Consulting Srvcs | $2,010 | $2,010 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2021 | $9,400 |
| 990-PF Excise Tax for 2020 | $652 |
| 990-PF Extension for 2020 | $3,740 |