ADAM J WEISSMAN FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ADAM J WEISSMAN FOUNDATION (EIN 20-2624778)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202043179349102834
- Schema version
- 2019v5.1
- 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 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 | 2020-11-12T16:24:08-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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 | 2020-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.82.234.252 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520203175000018 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-12 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B19A53FA749DAD8C2EFDCAB0C5B79501992FC144 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E515D0965B869FF508796E5476410F6D857E7743 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,958,005 | 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 | $659 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $659 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $97,628 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $97,628 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $107,649 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,204,002 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $341,388 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $195,051 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $195,051 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $400,987 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $634,726 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $46,843 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $46,843 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $19,196 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $83,928 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30,052 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $53,876 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $149,967 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $76,895 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $53,876 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $525,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $525,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $674,967 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $76,895 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $578,876 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$273,980 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $557,831 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $641,200 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $273,842 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $273,842 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,201,168 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,825,701 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,262,982 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $450,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $250,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $231,925 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $5,648,143 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,316,988 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,189,256 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,940,511 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,666,531 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,958,005 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $11,940,511 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,666,531 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,940,511 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,666,531 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,940,511 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,666,531 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,940,511 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$273,980 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,666,531 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,666,531 | 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 | $2,204,002 | $1,934,101 | $269,901 | $269,901 |
| Passthrough K1 Capital Gain/(Loss) | $71,487 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $341,388 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $424,593 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,190,655 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.034829 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $405,651 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,297,232 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.035907 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $429,468 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,542,914 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.040735 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $539,251 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,279,901 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052457 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $437,095 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,190,645 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042892 | DistributionYr5Rt |
| Total Distribution | 0.20682 | TotalDistributionRt |
| Average Distribution | 0.041364 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,185,211 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $545,393 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,578 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $550,971 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $578,876 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $5,578 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,578 | SubtotalAmt |
| Tax Based On Investment Income | $5,578 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,689 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $14,689 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $9,111 | OverpaymentAmt |
| Applied To ES Tax | $5,600 | AppliedToESTaxAmt |
| Refund | $3,511 | RefundAmt |
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, EXECUTIVE DIR | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Walls Drive 3RD FLOOR | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Administrative | ServiceTypeTxt |
| Compensation | $53,851 | CompensationAmt |
| 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 | $6,958,225 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $238,520 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,189,256 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,386,001 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,386,001 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $200,790 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,185,211 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $659,261 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $659,261 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,578 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,578 | TotalTaxAmt |
| Distributable Before Adj | $653,683 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $653,683 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $653,683 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $578,876 | 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 | $578,876 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,578 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $573,298 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $653,683 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $567,806 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Qualifying Distributions | $578,876 | QualifyingDistributionsAmt |
| Applied To Year1 | $567,806 | AppliedToYear1Amt |
| Applied To Current Year | $11,070 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $642,613 | 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 (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 1TO4 | |||||||
| 5225 E CAMINO CIELO | SANTA BARBARA | CA | 93105 | N/A | PC | General & Unrestricted | $10,000 |
| AGORA PARTNERSHIPS | |||||||
| 80 M ST SE | WASHINGTON | DC | 20003 | N/A | PC | General & Unrestricted | $50,000 |
| ARKANSAS FOODBANK | |||||||
| 4301 W 65TH ST | LITTLE ROCK | AR | 72209 | N/A | PC | General & Unrestricted | $5,000 |
| ART MONASTERY PROJECT | |||||||
| 207 ANDOVER ST | SAN FRANCISCO | CA | 94110 | N/A | PC | to support the mindfulness and compassion training programs | $15,000 |
| ASHA FOR EDUCATION | |||||||
| PO BOX 398080 | SAN FRANCISCO | CA | 94139 | 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 | $1,000 |
| CIVIL RIGHTS CORPS | |||||||
| 1601 CONNECTICUT AVE NW STE 800 | WASHINGTON | DC | 20009 | 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 |
| CRITERION INSTITUTE INC | |||||||
| 81 CHURCH HILL RD | HADDAM | CT | 06438 | N/A | PC | General & Unrestricted | $5,000 |
| GLOBAL FUND FOR WOMEN INC | |||||||
| 800 MARKET ST 7TH FL | SAN FRANCISCO | CA | 94102 | N/A | PC | General & Unrestricted | $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 | Disaster Rehabilitation Fund | $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 | General & Unrestricted | $10,000 |
| INSIGHT MEDITATION SOUTH BAY | |||||||
| PO BOX 490 | MENLO PARK | CA | 94026 | N/A | PC | General & Unrestricted | $1,000 |
| INTERNET ARCHIVE | |||||||
| 300 FUNSTON AVE | SAN FRANCISCO | CA | 94118 | N/A | PC | General & Unrestricted | $1,000 |
| KHAN ACADEMY INC | |||||||
| PO BOX 1630 | MOUNTAIN VIEW | CA | 94042 | N/A | PC | General & Unrestricted | $1,000 |
| KQED INC | |||||||
| 2601 MARIPOSA ST | SAN FRANCISCO | CA | 94110 | N/A | PC | General & Unrestricted | $2,000 |
| LIFEMOVES | |||||||
| 181 CONSTITUTION DR | MENLO PARK | CA | 94025 | 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 | $5,000 |
| 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 |
| NATURAL RESOURCES DEFENSE COUNCIL INC | |||||||
| 40 W 20TH ST 11TH FL | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $5,000 |
| PARTNERS ASIA | |||||||
| 436 14TH ST STE 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 | General & Unrestricted | $150,000 |
| SANDPOINT AREA SENIORS INC | |||||||
| 820 MAIN ST | SANDPOINT | ID | 83864 | N/A | PC | General & Unrestricted | $1,000 |
| SILICON VALLEY DE-BUG | |||||||
| 701 LENZEN AVE | SAN JOSE | CA | 95126 | N/A | PC | General & Unrestricted | $1,000 |
| 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 | $5,000 |
| THE PHILANTHROPY WORKSHOP INC | |||||||
| 110 E 25TH ST | NEW YORK | NY | 10010 | N/A | PC | General & Unrestricted | $15,000 |
| UNIVERSITY OF WISCONSIN FOUNDATION | |||||||
| US BANK LOCKBOX 78807 | MILWAUKEE | WI | 53278 | N/A | PC | Center for Investigating Healthy Minds | $10,000 |
| VIDA VERDE NATURE EDUCATION | |||||||
| 3540 LA HONDA RD | SAN GREGORIO | CA | 94074 | N/A | PC | General & Unrestricted | $1,000 |
| WARREN J PLAUT CHARITABLE TR | |||||||
| 25 HIGH ST | GRANBY | MA | 01033 | N/A | PC | General & Unrestricted | $1,000 |
| WIKIMEDIA FOUNDATION INC | |||||||
| PO BOX 98204 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $525,000 | 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 | $659 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $97,628 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $107,649 | 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 (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| K-1 Inc/Loss | 14 | $728 |
| ANNUITY INCOME | 14 | $194,323 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $400,987 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $400,987 | 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 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 | $231,925 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (35 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PRUDENTIAL JENNISON INTL OPP | $187,048 | $218,573 |
| AIR PRODS & CHEM INC | $133,946 | $202,091 |
| APPLE INC | $77,474 | $135,960 |
| ARCHER DANIELS MDLND | $106,850 | $119,120 |
| AT&T, INC | $82,393 | $107,470 |
| BCS BUFFERED PLUS EQ BASKET IN | $250,000 | $250,000 |
| BLACKROCK INC | $97,156 | $115,621 |
| BRISTOL-MYERS SQUIBB CO | $90,717 | $129,279 |
| CHEVRON CORP | $196,313 | $198,600 |
| DOVER CORP | $110,115 | $181,419 |
| EMERSON ELECTRIC CO | $190,161 | $249,752 |
| EXELON CORPORATION | $165,309 | $189,654 |
| FEDERATED INTERNATIONAL LEADER | $178,255 | $215,648 |
| JP MORGAN CHASE | $98,917 | $123,508 |
| JPM DUEL DIRECTIONAL BUFF PART | $300,000 | $328,500 |
| KEURIG DR PEPPER INC | $166,351 | $206,153 |
| LAS VEGAS SANDS CORP | $97,134 | $121,165 |
| MARATHON PETROLEUM CORP | $97,062 | $120,199 |
| MCDONALD'S CORP | $71,310 | $86,553 |
| MEDTRONIC PLC | $148,333 | $203,643 |
| METLIFE INC | $103,010 | $111,522 |
| MORGAN STANLEY 21SP17 | $300,001 | $314,850 |
| MS BUFFERED PARTICIPATION PERF | $1,000,001 | $1,235,501 |
| PHILLIPS 66 | $163,883 | $221,037 |
| PRINCIPAL FINANCIAL GROUP | $181,293 | $200,090 |
| PROCTER GAMBLE CO | $59,302 | $99,795 |
| QUEST DIAGNOSTICS | $133,852 | $152,603 |
| SCHLUMBERGER LTD | $97,507 | $121,605 |
| SIMON PPTY GROUP INC | $194,219 | $195,138 |
| TARGET CORPORATION | $107,523 | $230,265 |
| TRUIST FINANCIAL CORPORATION | $172,919 | $229,786 |
| UNITED TECHNOLOGIES CORP | $121,695 | $167,581 |
| VERIZON COMMUNICATIONS | $129,822 | $154,482 |
| WASTE MANAGEMENT INC | $97,316 | $139,145 |
| WEC ENERGY GROUP, INC | $118,514 | $186,674 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| LEGACY VENTURE VII, LLC | $831,681 | $1,695,780 |
| MISSION HUB LLC | ||
| PRUDENTIAL ANNUITY - E0632718 | $2,116,092 | $2,116,092 |
| PRUDENTIAL ANNUITY - E0632723 | $1,020,818 | $1,020,818 |
| PRUDENTIAL ANNUITY - E0647768 | $1,336,566 | $1,336,566 |
| 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 | $53,851 | $53,851 | |
| K-1 Exp LEGACY VENTURE VII, LL | $30,052 | $30,052 | |
| 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 | $728 | $728 |
| Annuity Income | $194,323 | $194,323 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $46,843 | Amt |
| Net Investment Income | $46,843 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2019 | $13,400 |
| 990-PF Extension for 2018 | $5,796 |