2022-11-14T20:33:08-06:00 2021-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2021-01-01 202624778 The Adam J Weissman Foundation % Foundation Source ADAM 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 adam j weissman president 8008391754 2022-11-10 true adam j weissman 999009999 Jeffrey D Haskell P01345770 8008391754 2021 2022-09-23 18:48:47Z X 17261649 X 100283 272 272 140919 140919 787307 3357437 787307 193167 193111 1221948 1121609 0 58079 56069 2010 13792 83121 24283 58838 154992 80352 60848 601500 601500 756492 80352 662348 465456 1041257 1148323 318710 318710 5530065 7185319 9053933 250000 250000 368750 4919321 4559136 7520256 11847709 12313165 17261649 0 0 X 11847709 12313165 11847709 12313165 11847709 12313165 11847709 465456 12313165 12313165 Publicly-traded Securities 3357437 3123589 233848 233848 Passthrough K1 Capital Gain/(Loss) 553459 787307 14473 14473 14473 9400 0 100 9500 X 38 5011 false false false false false false false true true DE true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false false 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 Foundation Source 55 Walls Drive 3rd Fl Fairfield CT 06824 Administrative 58813 Morgan Stanley 1775 I Street NW suite 200 WASHINGTON DC 20006 Investment mgmt 56069 8347748 521538 7520256 16389542 0 16389542 245843 16143699 807185 807185 14473 14473 792712 792712 792712 662348 0 0 0 0 662348 792712 649102 2019 2018 2017 662348 649102 13246 0 0 779466 0 0 Adam J Weissman Tabitha Jordan X AGORA PARTNERSHIPS 327 W 83RD ST 1C NEW YORK NY 10024 N/A PC General & Unrestricted 50000 ART MONASTERY PROJECT 207 ANDOVER ST SAN FRANCISCO CA 94110 N/A PC Mindfulness and compassion training programs 15000 CALIFORNIA INSTITUTE OF TECHNOLOGY 1200 E CALIFORNIA BLVD M/C 5-32 PASADENA CA 91125 N/A PC Undergraduate Scholarship Fund 5000 CORNELL UNIVERSITY 130 E SENECA ST STE 400 ITHACA NY 14850 N/A PC ArXiv Support Another Org via Selected Charity 1000 GRASSROOTS ECOLOGY 3921 E BAYSHORE RD PALO ALTO CA 94303 N/A PC General & Unrestricted 10000 HEIFER PROJECT INTERNATIONAL PO BOX 8058 LITTLE ROCK AR 72203 N/A PC Nepal Program 50000 HUMAN RIGHTS WATCH 350 SANSOME ST STE 1000 SAN FRANCISCO CA 94104 N/A PC Charitable Event 5000 INSIGHT MEDITATION SOUTH BAY PO BOX 490 MENLO PARK CA 94026 N/A PC General & Unrestricted 2000 INTERNET ARCHIVE 300 FUNSTON AVE SAN FRANCISCO CA 94118 N/A PC General & Unrestricted 1000 LEWIS AND CLARK COLLEGE 615 S PALATINE HILL RD PORTLAND OR 97219 N/A PC To support the Weissman Neurobiology Lab 50000 LOS ALTOS COMMUNITY FOUNDATION 183 HILLVIEW AVE LOS ALTOS CA 94022 N/A PC General & Unrestricted 5000 DOCTORS WITHOUT BORDERS USA INC PO BOX 5030 HAGERSTOWN MD 21741 N/A PC To Support International COVID-19 Vaccine Equity 30000 MIND AND LIFE INSTITUTE 210 RIDGE MCINTIRE RD STE 325 CHARLOTTESVILLE VA 22903 N/A PC General & Unrestricted 30000 NATIONAL PUBLIC RADIO INC PO BOX 791490 BALTIMORE MD 21279 N/A PC General & Unrestricted 1000 PARTNERS ASIA 436 14TH ST SUITE 700 OAKLAND CA 94612 N/A PC General & Unrestricted 50000 PENINSULA BRIDGE PROGRAM 177 BOVET RD STE 120 SAN MATEO CA 94402 N/A PC General & Unrestricted 20000 PLANNED PARENTHOOD FEDERATION OF AMERICA INC 123 WILLIAMS ST 10TH FL NEW YORK NY 10038 N/A PC General & Unrestricted 5000 PLOUGHSHARES FUND INC 315 BAY ST STE 400 SAN FRANCISCO CA 94133 N/A PC Ploughshares Fund Women's Initiative 25000 PLOUGHSHARES FUND INC 315 BAY ST STE 400 SAN FRANCISCO CA 94133 N/A PC General & Unrestricted 50000 SILICON VALLEY SOCIAL VENTURE FUND 350 TWIN DOLPHIN DR STE 103 REDWOOD CITY CA 94065 N/A PC General & Unrestricted 10000 SPIRIT ROCK MEDITATION CENTER PO BOX 169 WOODACRE CA 94973 N/A PC General & Unrestricted 2000 TECHNOVATION 532 W 22ND ST LOS ANGELES CA 90007 N/A PC General & Unrestricted 2500 TESSELLATIONS 20900 MCCLELLAN RD CUPERTINO CA 95014 N/A PC Scholarship Fund 50000 TESSELLATIONS 20900 MCCLELLAN RD CUPERTINO CA 95014 N/A PC General & Unrestricted 50000 THE PHILANTHROPY WORKSHOP INC 110 E 25TH ST NEW YORK NY 10010 N/A PC General & Unrestricted 15000 UNIVERSITE CLAUDE BERNARD LYON 1 43 BLVD DU 11 NOVEMBRE 1918 VILLEURBANNE CEDEX FR 69622 N/A PC To support the research program 25000 UNIVERSITY OF WISCONSIN FOUNDATION US BANK LOCKBOX 78807 MILWAUKEE WI 53278 N/A PC Center for Healthy Minds 10000 WARREN J PLAUT CHARITABLE TR PO BOX 943 NORTHAMPTON MA 01061 N/A PC General & Unrestricted 1000 WIKIMEDIA FOUNDATION INC PO BOX 98204 WASHINGTON DC 20090 N/A PC General & Unrestricted 1000 WOMEN MAKE MOVIES INC 115 W 29TH ST STE 1200 NEW YORK NY 10001 N/A PC Das Bombe, LLC 25000 WORLD AFFAIRS COUNCIL OF NORTHERN CALIFORNIA 312 SUTTER ST SAN FRANCISCO CA 94108 N/A PC General & Unrestricted 5000 601500 14 272 14 140919 18 787307 K-1 Inc/Loss 525990 56 14 193111 56 1121609 1121665 false false false false false false false false false false X X 1 Weissman Adam J 55 Walls Drive Suite 302 Fairfield CT 06824 100283 X 1 PFIZER INC PFE, 1725 sh. 100283 2021-12-30 JPM BUFFERED PLUS ON SPGCICP - 250000 368750 PRUDENTIAL JENNISON INTL OPP 221638 341816 3M CO 249566 271063 ABBVIE INC 152909 211901 AMAZON COM 175049 250076 APOLLO GLOBAL MANAGEMENT, INC 183219 234239 APPLE INC 122932 336495 BCS BUFFERED PLUS EQ BASKET IN 250000 316750 BCS DUAL DIRECTIONAL BUFFERED 250000 279000 BLACKROCK INC 61614 130010 BRISTOL-MYERS SQUIBB CO 110739 127132 CITI WORSTOF BUFFERED 1000000 970999 CITIGROUP INC 241824 270910 CVS CAREMARK CORP 187205 296379 DOVER CORP 60580 144554 DTE ENERGY CO COM 184480 204055 EDISON INTL 192952 215056 FIFTH THIRD BANCORP 87628 136399 GENERAL MILLS INC 209360 251462 HONEYWELL INTL 107143 136157 HP INC 125350 220784 HUNTINGTON BANCSHARES INC 123656 129682 JOHNSON & JOHNSON 109336 127447 KEURIG DR PEPPER INC 96937 136235 LOCKHEED MARTIN CORP 122934 129725 MCDONALD'S CORP 90787 137252 MEDTRONIC PLC 190560 204107 MICROSOFT CORP 172293 315804 MONDELEZ INTERNATIONAL INC 104125 127315 MS AUTOCALL TRIG PART NOTE SOX 650000 634399 NEWMONT GOLDCORP CORPORATION 187855 208263 PFIZER INC 256882 361267 PROCTER GAMBLE CO 73448 141987 PUBLIC SVC ENTERPRISE GROUP 108189 129990 QUEST DIAGNOSTICS 80109 147578 RAYTHEON TECHNOLOGIES CORP 109555 131155 SEMPRA ENERGY COM 119035 130957 TARGET CORPORATION 42489 130069 VERIZON COMMUNICATIONS 264964 256111 WAL-MART STORES INC 107977 129353 LEGACY VENTURE VII, LLC 841848 3794799 PRUDENTIAL ANNUITY - E0632718 1670168 1670168 PRUDENTIAL ANNUITY - E0632723 881580 881580 PRUDENTIAL ANNUITY - E0647768 1153709 1153709 UNCOMMON CACAO INC 11831 20000 Administrative Fees 58813 58813 K-1 Exp LEGACY VENTURE VII, LL 24283 24283 State or Local Filing Fees 25 25 K-1 Inc/Loss LEGACY VENTURE VII, LLC 4135 4079 Annuity Income 189032 189032 Investment Management Services 56069 56069 Philanthropic Consulting Srvcs 2010 2010 990-PF Estimated Tax for 2021 9400 990-PF Excise Tax for 2020 652 990-PF Extension for 2020 3740