2025-11-17T17:47:04-06:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 202624778 The Adam J Weissman Foundation % Foundation Source ADAM 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 TABITHA JORDAN VICE PRESIDENT 8008391754 2025-11-16 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 15292583 X 294986 31148 31148 176885 176885 563441 2363725 563441 119391 119387 1185851 890861 0 61174 61174 4200 78851 22432 56419 144225 83606 56419 358000 358000 502225 83606 414419 683626 807255 0 960193 922681 922681 5245655 4831883 6050776 1900000 3550000 3861095 3572238 3057148 4458031 11678086 12361712 15292583 0 0 X 11678086 12361712 11678086 12361712 11678086 12361712 11678086 683626 12361712 12361712 Publicly-traded Securities 2363725 2199128 164597 164597 Passthrough K1 Capital Gain/(Loss) 398844 563441 11221 11221 11221 7609 0 1000 8609 X 6 2618 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 Morgan Stanley 1775 I STREET NW SUITE 200 WASHINGTON DC 20006 Investment Mgmt 61174 Foundation Source 55 Walls Drive 3rd Fl Fairfield CT 06824 Administrative 56394 9170491 768279 4458031 14396801 0 14396801 215952 14180849 709042 709042 11221 11221 697821 697821 697821 414419 0 0 0 0 414419 697821 405599 414419 405599 8820 0 0 689001 0 0 Adam J Weissman Tabitha Jordan X ARKANSAS FOODBANK 4301 W 65TH ST LITTLE ROCK AR 72209 N/A PC General & Unrestricted 5000 BODHI TREE ECODHARMA SANCTUARY 5536 WOODLAWN AVE N SEATTLE WA 98103 N/A PC General & Unrestricted 20000 CALIFORNIA INSTITUTE OF TECHNOLOGY 1200 E CALIFORNIA BLVD M/C 5-32 PASADENA CA 91125 N/A PC General & Unrestricted 2000 CORPORATION FOR PUBLIC BROADCASTING 401 9TH ST NW STE 200 WASHINGTON DC 20004 N/A PC General & Unrestricted 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 General & Unrestricted 50000 HUMAN RIGHTS WATCH 350 SANSOME ST STE 1000 SAN FRANCISCO CA 94104 N/A PC Charitable Event 15000 INSIGHT MEDITATION SOUTH BAY PO BOX 490 MENLO PARK CA 94026 N/A PC General & Unrestricted 5000 INTERNET ARCHIVE 300 FUNSTON AVE SAN FRANCISCO CA 94118 N/A PC General & Unrestricted 1000 LIFEMOVES 2550 GREAT AMERICA WAY STE 201 SANTA CLARA CA 95054 N/A PC General & Unrestricted 5000 MCE SOCIAL CAPITAL 5758 GEARY BLVD 261 SAN FRANCISCO CA 94121 N/A PC General & Unrestricted 30000 MIND & LIFE INSTITUTE 977 SEMINOLE TRAIL PMB 363 CHARLOTTESVILLE VA 22901 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 411 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 30000 PLOUGHSHARES FUND INC 315 BAY ST STE 400 SAN FRANCISCO CA 94133 N/A PC Charitable Event 5000 SILICON VALLEY SOCIAL VENTURE FUND 350 TWIN DOLPHIN DR STE 103 REDWOOD CITY CA 94065 N/A PC General & Unrestricted 16000 TESSELLATIONS 1170 YORKSHIRE DR CUPERTINO CA 95014 N/A PC General & Unrestricted 50000 THE ARKANSAS SINGLE PARENT SCHOLARSHIP FUND 2102 RIVERFRONT DR STE 102 LITTLE ROCK AR 72202 N/A PC General & Unrestricted 5000 WIKIMEDIA FOUNDATION INC PO BOX 98204 WASHINGTON DC 20090 N/A PC General & Unrestricted 2000 WOMEN MAKE MOVIES INC 231 W 29TH ST STE 1006 NEW YORK NY 10001 N/A PC Das Bombe, LLC Fund 25000 358000 14 31148 14 176885 18 563441 K-1 Inc/Loss 525990 4 14 4045 CLASS ACTION LAWSUIT PROCEEDS 01 288 ANNUITY INCOME 01 115054 4 890861 890865 false false false false false false false false false false X X 1 Weissman Adam J 55 Walls Drive St 302 Fairfield CT 06824 294986 X 1 APPLE INC AAPL, 1170 sh. 294986 2024-12-30 BANK NOVA SCOTIA B - 0.000% - 1000000 1145100 BARCLAYS BANK - 0.000% - 05/20 500000 484850 BARCLAYS BANK PLC - 0.000% - 0 750000 804300 BNS DUAL DIRECTIONAL BUFF PART 400000 398160 GS FIN CORP - 0.000% - 02/19/2 250000 290350 GS FIN CORP SER F MTN ZERO CPN 650000 738335 ABBVIE INC 175356 267972 AIR PRODS & CHEM INC 195524 243924 AMERICAN ELECTRIC POWER INC 111599 128476 APPLE INC 408197 563194 BLACKROCK INC 76655 130189 CHEVRON CORP 124508 122679 CONOCOPHILLIPS 268943 255958 DOVER CORP 116386 123816 DTE ENERGY CO COM 123335 131980 EDISON INTL 198625 256047 EXXON MOBIL CORP 232792 253650 GENERAL MILLS INC 129680 128815 HP INC 190741 238330 JP MORGAN CHASE 74935 130882 KEURIG DR PEPPER INC 118896 127259 M&T BANK CORP 164396 242157 MCDONALD'S CORP 215104 255973 MERCK & CO INC 121999 127633 MICROSOFT CORP 165570 251636 MONDELEZ INTERNATIONAL INC 129960 129435 ONEOK INC 165460 254313 PHILLIPS 66 202751 233215 PROCTER GAMBLE CO 109339 130599 PUBLIC STORAGE INC 103236 118878 QUEST DIAGNOSTICS 87674 126873 SEMPRA ENERGY COM 93678 131492 SIMON PPTY GROUP INC 158185 251771 THE COCA-COLA CO 125156 132427 US BANCORP 106812 124071 VICI PROPERTIES INC 231035 244867 WAL-MART STORES INC 105356 192265 LEGACY VENTURE VII, LLC 767667 2160381 PRUDENTIAL ANNUITY - E0632718 846994 846994 PRUDENTIAL ANNUITY - E0632723 620211 620211 PRUDENTIAL ANNUITY - E0647768 810445 810445 UNCOMMON CACAO INC 11831 20000 Administrative Fees 56394 56394 Bank Charges 17 17 K-1 Exp LEGACY VENTURE VII, LL 22415 22415 State or Local Filing Fees 25 25 K-1 Inc/Loss LEGACY VENTURE VII, LLC 4049 4045 Annuity Income 115054 115054 Class Action Lawsuit Proceeds 288 288 Investment Management Services 61174 61174 990-PF Estimated Tax for 2024 4200