Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
THE WEISMAN FAMILY FOUNDATION CO ROBERT D WEISMAN
 

Number and street (or P.O. box number if mail is not delivered to street address)1216 N ATLANTIC DRIVE   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LANTANA, FL33462
A Employer identification number

56-2475540
B Telephone number (see instructions)

(561) 582-4567
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$6,027,017
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule)..............  
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 91,597 91,597  
4 Dividends and interest from securities...... 45,640 44,810  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 252,814
b Gross sales price for all assets on line 6a 2,380,254
7 Capital gain net income (from Part IV, line 2)... 252,814
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 104,675 104,675  
12 Total. Add lines 1 through 11........ 494,726 493,896  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 12,000 8,000   4,000
c Other professional fees (attach schedule).... 33,681 33,681   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 16,395 16,395   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 31,092 29,919   1,173
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 93,168 87,995   5,173
25 Contributions, gifts, grants paid........ 283,885 283,885
26 Total expenses and disbursements. Add lines 24 and 25 377,053 87,995   289,058
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 117,673
b Net investment income (if negative, enter -0-) 405,901
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 518,573 62,366 62,366
2 Savings and temporary cash investments.......... 247,099 166,139 166,139
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 3,067,877 Click to see attachment3,289,886 3,858,225
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 1,440,156 Click to see attachment1,966,585 1,940,287
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,273,705 5,484,976 6,027,017
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment11,634 Click to see attachment0
23 Total liabilities (add lines 17 through 22).......... 11,634 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted...................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 5,262,071 5,484,976
30 Total net assets or fund balances (see instructions)...... 5,262,071 5,484,976
31 Total liabilities and net assets/fund balances (see instructions).. 5,273,705 5,484,976
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 5,262,071
2 Enter amount from Part I, line 27a..................... 2 117,673
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 110,790
4 Add lines 1, 2, and 3.......................... 4 5,490,534
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 5,558
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 5,484,976
Form 990-PF (2014)
Form 990-PF (2014)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b) How acquired
P—Purchase
D—Donation
(c) Date acquired
(mo., day, yr.)
(d) Date sold
(mo., day, yr.)
1 a K-1 PLAINS ALL AMERICAN PIPELINE P    
b K-1 NUVEEN DIVERSIFIED P    
c K-1 NUVEEN DIVERSIFIED P    
d K-1 BOARDWALK PIPELINE P    
e K-1 EL PASO PIPELINE P    
K-1 EL PASO PIPELINE P    
K-1 URSULA CAPITAL PARTNERS P    
K-1 URSULA CAPITAL PARTNERS P    
K-1 URSULA CAPITAL PARTNERS P    
K-1 KINDER MORGAN P    
KANSAS CITY SOUTHERN IND P 2013-07-08 2014-01-27
CONOCOPHILLIPS P 2013-11-19 2014-01-28
CONOCOPHILLIPS P 2013-11-19 2014-01-28
GRACO INCORPORATED P 2013-06-24 2014-02-03
STARBUCKS CORP P 2013-06-25 2014-02-03
STARBUCKS CORP P 2013-06-25 2014-02-03
STARBUCKS CORP P 2013-06-25 2014-02-03
STARBUCKS CORP P 2013-06-25 2014-03-04
STARBUCKS CORP P 2013-06-25 2014-03-04
ICAHN ENTERPRISES P 2013-07-09 2014-02-06
MANITOWOC CO P 2013-06-05 2014-02-15
COLEMAN CABLE P 2013-06-06 2014-03-13
GANNETT CO INC P 2013-07-01 2014-03-14
GANNETT CO INC P 2013-04-11 2014-03-14
TESORO CORP P 2013-09-16 2014-04-03
PHI INC P 2014-01-15 2014-04-16
PENN VIRGINIA RE P 2013-06-19 2014-04-23
CERNER CORP P 2013-06-26 2014-04-25
CERNER CORP P 2013-05-10 2014-04-25
ROSETTA RESOURCES P 2013-07-01 2014-05-05
MIDDLEBY CORP P 2014-04-02 2014-05-15
MIDDLEBY CORP P 2014-04-02 2014-05-15
MIDDLEBY CORP P 2014-04-02 2014-07-17
MIDDLEBY CORP P 2014-04-02 2014-07-17
TJX COMPANIES INC P 2013-07-10 2014-05-22
TJX COMPANIES INC P 2013-07-10 2014-05-22
TJX COMPANIES INC P 2013-07-10 2014-06-09
RAYMOND JAMES FINANCIAL INC P 2013-12-05 2014-06-03
RAYMOND JAMES FINANCIAL INC P 2013-12-05 2014-06-03
RAYMOND JAMES FINANCIAL INC P 2013-12-05 2014-06-03
RAYMOND JAMES FINANCIAL INC P 2013-12-05 2014-06-03
RAYMOND JAMES FINANCIAL INC P 2013-12-05 2014-06-03
RAYMOND JAMES FINANCIAL INC P 2013-12-05 2014-06-03
RAYMOND JAMES FINANCIAL INC P 2013-12-05 2014-06-03
RAYMOND JAMES FINANCIAL INC P 2013-12-05 2014-06-03
MAXIMUS INC P 2013-07-10 2014-06-18
MAXIMUS INC P 2013-07-10 2014-06-18
SCIENTIFIC GAMES P 2014-01-31 2014-07-04
SCIENTIFIC GAMES P 2013-10-21 2014-07-04
NATIONAL MONEY MART P 2013-07-30 2014-07-14
AMAZON.COM INC P 2013-11-19 2014-07-28
HORMEL FOODS CORP P 2014-03-04 2014-08-04
HORMEL FOODS CORP P 2014-03-04 2014-08-04
HORMEL FOODS CORP P 2014-03-04 2014-08-04
HORMEL FOODS CORP P 2014-03-04 2014-08-04
HORMEL FOODS CORP P 2014-03-04 2014-08-04
UNITED TECHNOLOGIES CORP P 2013-10-28 2014-08-04
AMERICAN EXPRESS COMPANY P 2013-09-18 2014-09-03
DANAHER CORP P 2013-09-19 2014-09-03
CDW LLC P 2014-04-29 2014-09-05
CDW LLC P 2014-04-29 2014-12-31
KIRBY CORP COM P 2014-04-02 2014-10-09
KIRBY CORP COM P 2014-04-02 2014-10-09
KIRBY CORP COM P 2014-04-02 2014-10-09
KIRBY CORP COM P 2014-04-02 2014-10-09
KIRBY CORP COM P 2014-04-02 2014-11-05
WABTEC CORP P 2014-09-05 2014-10-10
WABTEC CORP P 2014-09-05 2014-10-10
PRICELINE.COM P 2013-11-19 2014-10-13
AMPHENOL CORP P 2014-09-05 2014-10-14
AMPHENOL CORP P 2014-09-05 2014-10-14
DINEEQUITY INC P 2014-02-11 2014-10-30
WEST CORPORATION P 2014-04-25 2014-11-15
GRAPHIC PACKAGING P 2014-03-13 2014-11-22
HUNTSMAN INTL P 2014-04-28 2014-11-28
PILGRIM'S PRIDE P 2014-04-30 2014-12-15
COSTCO WHOLESALE P 2011-11-04 2014-01-27
COSTCO WHOLESALE P 2012-10-18 2014-01-27
OCEANEERING INTL INC P 2012-01-04 2014-01-27
OCEANEERING INTL INC P 2012-11-13 2014-01-27
STERICYCLE INC P 2012-09-13 2014-01-28
AIRGAS INC P 2012-01-04 2014-02-03
AIRGAS INC P 2012-01-04 2014-02-03
AIRGAS INC P 2012-01-04 2014-10-09
COLEMAN CABLE P 2012-12-10 2014-03-13
CLOUD PEAK ENGY P 2012-10-25 2014-03-28
MARTIN MIDSTREAM PARTNERS P 2012-10-17 2014-04-01
PARKER DRILLING P 2012-11-07 2014-04-01
AMAZON.COM INC P 2012-12-05 2014-04-04
AMAZON.COM INC P 2012-12-05 2014-07-28
MASTERCARD INC P 2012-09-25 2014-04-07
BUNGE LTD FIN P 2009-02-09 2014-04-15
GATX CORP P 2009-05-01 2014-04-15
MAXIMUS INC P 2012-11-12 2014-04-15
MAXIMUS INC P 2012-11-12 2014-06-18
PHI INC P 2012-09-26 2014-04-16
IGATE CORP P 2012-05-25 2014-04-22
IGATE CORP P 2012-08-22 2014-04-22
PENN VIRGINIA RE P 2012-08-02 2014-04-23
CALUMET SPECIALTY PRODUCTS P 2012-08-23 2014-04-30
PIONEER DRILLING P 2012-11-15 2014-05-01
PIONEER DRILLING P 2012-11-15 2014-10-23
NATIONAL MONEY MART P 2012-12-07 2014-07-14
WARNER CHILCOTT P 2012-11-09 2014-07-21
FERRO CORP P 2012-07-11 2014-08-30
FERRO CORP P 2012-09-21 2014-08-30
AMETEK INC NEW P 2011-03-22 2014-09-03
AMETEK INC NEW P 2012-01-06 2014-09-03
GRACO INCORPORATED P 2013-06-24 2014-10-01
GRACO INCORPORATED P 2013-06-24 2014-10-01
PRICELINE.COM P 2012-08-03 2014-10-01
PRICELINE.COM P 2012-08-03 2014-10-13
SCHEIN HENRY INC P 2013-05-08 2014-10-09
BROWN FORMAN CORP CL B P 2011-11-16 2014-10-14
BROWN FORMAN CORP CL B P 2011-11-16 2014-10-14
BROWN FORMAN CORP CL B P 2011-11-16 2014-10-14
SIGMA ALDRICH CORP P 2013-09-20 2014-10-15
SWIFT SVCS HLDGS P 2013-09-05 2014-11-15
FOREST OIL CORP P 2012-09-05 2014-11-20
KINDER MORGAN INC P 2014-11-28 2014-12-03
KINDER MORGAN INC P 2014-11-28 2014-12-03
QUESTCOR PHARMACEUTICALS P 2013-11-19 2014-08-15
MALLINCKRODT PUB LTD P 2014-08-15 2014-08-18
ABBVIE INC P 2011-06-29 2014-06-27
ABBVIE INC P 2011-06-29 2014-06-27
WW GRAINGER P 2011-06-29 2014-06-27
WW GRAINGER P 2012-07-26 2014-06-27
HARRIS CORP DELA P 2012-07-26 2014-06-27
HEWLETT PACKARD CO P 2013-03-20 2014-06-27
MCDONALDS CORP P 2011-06-29 2014-06-27
JM SMUCKER P 2011-06-29 2014-06-27
ABBVIE INC P 2010-02-04 2014-06-27
ABBVIE INC P 2010-12-17 2014-06-27
EL PASO PIPELINE PARTNERS P 2010-12-17 2014-11-28
INTL BUS MACH P 2010-02-04 2014-06-27
INTL BUS MACH P 2010-12-17 2014-06-27
KINDER MORGAN ENERGY PARTNERS P 2007-12-17 2014-11-28
KINDER MORGAN ENERGY PARTNERS P 2008-11-24 2014-11-28
MCDONALDS CORP P 2008-11-24 2014-06-27
PRAXAIR INC P 2006-06-27 2014-06-27
BOARDWALK PIPELINE PARTNERS P 2008-10-02 2014-06-27
BOARDWALK PIPELINE PARTNERS P 2008-10-02 2014-06-27
BHP BILLITON LTD P 2012-07-26 2014-01-07
AMERICAN EXPRESS COMPANY P 2012-05-02 2014-04-07
FI ENHANCED BIG CAP GR P 2013-05-20 2014-06-10
INTL BUS MACH P 2011-05-17 2014-06-11
INTL BUS MACH P 2012-07-25 2014-06-11
MCDONALDS CORP P 2012-04-10 2014-06-11
APPLE INC P 2012-07-25 2014-07-08
LVMH MOET HENNESSY P 2012-04-13 2014-07-08
CAPITAL GAINS DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 41     41
b 1,159     1,159
c     6,252 -6,252
d 3     3
e 22     22
    50 -50
    279,588 -279,588
213,011     213,011
209     209
    92 -92
17,559   19,995 -2,436
2,438   2,675 -237
15,812   17,352 -1,540
10,952   10,086 866
968   908 60
2,766   2,593 173
6,914   6,483 431
4,301   3,890 411
7,168   6,483 685
41,600   42,165 -565
31,425   32,845 -1,420
10,450   10,760 -310
10,469   10,727 -258
31,406   32,749 -1,343
37,223   38,535 -1,312
21,660   21,664 -4
5,206   5,186 20
2,441   2,361 80
7,971   7,586 385
36,663   38,010 -1,347
2,873   3,545 -672
5,304   6,545 -1,241
606   727 -121
7,573   9,090 -1,517
4,448   4,129 319
5,560   5,161 399
11,793   10,838 955
49   49 0
49   49 0
1,511   1,505 6
828   825 3
4,871   4,856 15
4,870   4,856 14
2,435   2,428 7
4,870   4,856 14
3,021   2,647 374
4,083   3,577 506
15,694   16,056 -362
20,925   21,725 -800
10,519   10,735 -216
7,950   9,144 -1,194
4,544   4,769 -225
4,544   4,769 -225
1,818   1,908 -90
4,544   4,769 -225
4,544   4,769 -225
14,711   14,901 -190
20,264   17,309 2,955
18,030   16,564 1,466
6,526   6,596 -70
14,868   15,392 -524
212   206 6
2,753   2,671 82
318   308 10
7,094   6,883 211
10,255   9,967 288
3,657   4,084 -427
5,149   5,754 -605
7,380   7,851 -471
4,625   5,193 -568
2,961   3,323 -362
36,663   38,448 -1,785
36,378   37,503 -1,125
31,181   32,134 -953
37,346   38,525 -1,179
36,378   37,563 -1,185
8,618   6,390 2,228
8,958   7,662 1,296
1,862   1,271 591
11,239   8,654 2,585
18,249   14,903 3,346
3,013   2,405 608
4,318   3,448 870
7,503   5,612 1,891
26,125   27,213 -1,088
31,238   32,655 -1,417
31,331   32,355 -1,024
31,369   32,575 -1,206
8,986   7,129 1,857
636   509 127
23,444   15,104 8,340
20,000   17,065 2,935
15,102   15,080 22
11,708   8,195 3,513
4,328   3,102 1,226
16,245   15,813 432
15,706   16,140 -434
15,706   16,290 -584
10,413   10,250 163
34,023   31,975 2,048
18,889   19,572 -683
12,593   13,048 -455
31,556   33,555 -1,999
41,977   42,585 -608
15,591   14,913 678
15,591   14,546 1,045
3,115   1,649 1,466
15,365   8,401 6,964
4,631   3,973 658
7,127   6,113 1,014
9,061   5,349 3,712
3,163   2,006 1,157
9,321   7,598 1,723
212   127 85
2,548   1,527 1,021
8,791   5,271 3,520
13,492   8,745 4,747
36,750   39,050 -2,300
15,504   15,770 -266
17   17 0
26   26 0
65,506   42,895 22,611
65   64 1
5,637   2,717 2,920
11,274   5,492 5,782
25,416   15,251 10,165
25,416   20,322 5,094
37,769   20,697 17,072
47,375   32,634 14,741
20,227   16,965 3,262
42,104   30,579 11,525
16,911   8,525 8,386
11,274   5,070 6,204
57,076   30,359 26,717
36,303   24,812 11,491
18,152   14,630 3,522
71,302   24,992 46,310
40,744   13,904 26,840
20,227   11,190 9,037
65,442   26,109 39,333
18,879   18,557 322
56,631   55,311 1,320
4,499   4,367 132
5,852   4,087 1,765
38,064   28,541 9,523
9,287   8,728 559
10,926   11,516 -590
18,378   17,916 462
6,154   5,337 817
6,377   5,700 677
5,135     5,135
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a       41
b       1,159
c       -6,252
d       3
e       22
      -50
      -279,588
      213,011
      209
      -92
      -2,436
      -237
      -1,540
      866
      60
      173
      431
      411
      685
      -565
      -1,420
      -310
      -258
      -1,343
      -1,312
      -4
      20
      80
      385
      -1,347
      -672
      -1,241
      -121
      -1,517
      319
      399
      955
      0
      0
      6
      3
      15
      14
      7
      14
      374
      506
      -362
      -800
      -216
      -1,194
      -225
      -225
      -90
      -225
      -225
      -190
      2,955
      1,466
      -70
      -524
      6
      82
      10
      211
      288
      -427
      -605
      -471
      -568
      -362
      -1,785
      -1,125
      -953
      -1,179
      -1,185
      2,228
      1,296
      591
      2,585
      3,346
      608
      870
      1,891
      -1,088
      -1,417
      -1,024
      -1,206
      1,857
      127
      8,340
      2,935
      22
      3,513
      1,226
      432
      -434
      -584
      163
      2,048
      -683
      -455
      -1,999
      -608
      678
      1,045
      1,466
      6,964
      658
      1,014
      3,712
      1,157
      1,723
      85
      1,021
      3,520
      4,747
      -2,300
      -266
      0
      0
      22,611
      1
      2,920
      5,782
      10,165
      5,094
      17,072
      14,741
      3,262
      11,525
      8,386
      6,204
      26,717
      11,491
      3,522
      46,310
      26,840
      9,037
      39,333
      322
      1,320
      132
      1,765
      9,523
      559
      -590
      462
      817
      677
      5,135
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 252,814
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . .
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2013 253,150 5,735,534 0.044137
2012 296,605 5,524,594 0.053688
2011 314,066 5,659,103 0.055497
2010 223,405 5,497,827 0.040635
2009 258,755 4,884,719 0.052972
2 Total of line 1, column (d) ...................... 2 0.246929
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years
. . .
3 0.049386
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 5,744,912
5 Multiply line 4 by line 3....................... 5 283,718
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 4,059
7 Add lines 5 and 6......................... 7 287,777
8 Enter qualifying distributions from Part XII, line 4.............. 8 289,058
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2014)
Form 990-PF (2014)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 4,059
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 4,059
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,059
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 10,760
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 10,760
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 40
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 6,661
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet6,661 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletROBERT AND FRANCES WEISMAN Telephone no.bullet (561) 582-4567
    Located atbullet1216 N ATLANTIC DRIVELANTANAFL ZIP+4bullet33462
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to
    employee benefit plans
    and deferred compensation
    (e) Expense account,
    other allowances
    ROBERT WEISMAN TRUSTEE
    3.00
    0 0 0
    1216 N ATLANTIC DRIVE
    LANTANA,FL33462
    FRAN WEISMAN TRUSTEE
    2.00
    0 0 0
    1216 N ATLANTIC DRIVE
    LANTANA,FL33462
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    3,719,923
    b
    Average of monthly cash balances.......................
    1b
    326,488
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,785,987
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,832,398
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    5,832,398
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    87,486
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,744,912
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    287,246
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    287,246
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    4,059
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,059
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    283,187
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    283,187
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    283,187
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    289,058
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    289,058
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    4,059
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    284,999
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2013
    (c)
    2013
    (d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 283,187
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010.......  
    c From 2011.......  
    d From 2012....... 14,467
    e From 2013.......  
    fTotal of lines 3a through e......... 14,467
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 289,058
    a Applied to 2013, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions).........
    0
    d Applied to 2014 distributable amount..... 283,187
    e Remaining amount distributed out of corpus 5,871
    5 Excess distributions carryover applied to 2014. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 20,338
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......
    20,338
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012.... 14,467
    d Excess from 2013....  
    e Excess from 2014.... 5,871
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    ADAPTIVE SPORTS CENTER OF CRESTED BUTTE
    10 CRESTED BUTTE WAY
    CRESTED BUTTE,CO81224
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 500
    ALBERT EINSTEIN COLLEGE OF MEDICINE
    1300 MORRIS PARK AVE
    BRONX,NY10451
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 11,000
    ALLIANCE FOR CANCER GENE THERAPY
    96 CUMMINGS POINT RD
    STAMFORD,CT06902
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 10,000
    AMERICAN CANCER SOCIETY
    250 WILLIAMS ST NW
    ATLANTA,GA30303
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 250
    AMERICAN FRIENDS OF THE ISRAEL MUSEUM
    500 FIFTH AVE
    NEW YORK,NY10110
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 2,300
    AMERICAN FRIENDS OF THE ISRAEL PHILHARMONIC
    122 EAST 42ND ST
    NEW YORK,NY10168
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 500
    BEIT CHAVERIM
    PO BOX 30878
    PALM BEACH GARDENS,FL33420
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 1,000
    BELLWETHER HOUSING
    1651 BELLEVUE AVE
    SEATTLE,WA98122
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 1,000
    B'NAI BUTTE
    PO BOX 2537
    CRESTED BUTTE,CO81224
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 1,500
    BRAIN AND BEHAVIOR RESEARCH FOUNDATION
    60 CUTTER MILL RD
    GREAT NECK,NY11021
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 75,000
    CANINE ASSISTANTS
    3160 FRANCIS RD
    ALPHARETTA,GA30004
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 500
    CHILDRENS HOSPITAL FOUNDATION
    PO BOX 16810
    COLUMBUS,OH43216
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 1,000
    COLORADO CROSS-DISABILITY COALITION
    655 BROADWAY
    DENVER,CO80203
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 500
    COLORADO SEMINARY
    2199 S UNIVERSITY BLVD
    DENVER,CO80210
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 1,000
    COMMUNITY RADIO OF NORTHERN COLORADO
    1901 56TH AVE
    GREELEY,CO80634
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 500
    CONNECTICUT PUBLIC BROADCASTING
    70 AUDOBON ST
    NEW HAVEN,CT06510
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 150
    CONSCIOUS ALLIANCE
    2525 ARAPAHOE AVE
    BOULDER,CO80302
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 500
    CORNELL UNIVERSITY
    144 EAST AVE
    ITHACA,NY14850
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 1,000
    CURE SMA
    925 BUSSE RD
    ELK GROVE VILLAGE,IL60007
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 58,500
    DENVER CHILDRENS HOME
    1501 ALBION ST
    DENVER,CO80220
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 500
    EARTH EXPLORERS
    4833 FRONT ST
    CASTLE ROCK,CO80104
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 250
    EMORY SCHOOL OF MEDICINE
    49 JESSE HILL JR DR SE
    ATLANTA,GA30303
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 10,000
    FLORIDA SOUTHERN COLLEGE
    111 LAKE HOLLINGSWORTH DR
    LAKELAND,FL33801
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 500
    FOUNDATION FIGHTING BLINDNESS
    7168 COLUMBIA GATEWAY DR
    COLUMBIA,MD21046
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 20,000
    GREENWICH REFORM SYNAGOGUE
    257 STANWICH RD
    GREENWICH,CT06830
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 1,000
    HEARING THE OVARIAN CANCER WHISPER
    360 CYPRESS DRIVE
    JUPITER,FL33469
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 325
    HOSPICE OF PALM BEACH COUNTY
    5300 EAST AVE
    WEST PALM BEACH,FL33407
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 500
    INTERNATIONAL MIDWIFE ASSISTANCE
    PO BOX 916
    BOULDER,CO80306
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 1,000
    ISRAEL CANCER ASSOC USA
    525 S FLAGLER DR
    WEST PALM BEACH,FL33401
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 350
    JEWISH NATIONAL FUND
    42 E 69TH ST
    NEW YORK,NY10021
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 1,000
    KRAVIS CENTER
    701 OKEECHOBEE BLVD
    WEST PALM BEACH,FL33401
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 1,000
    LYMPHOMA RESEARCH FOUNDATION
    115 BROADWAY
    NEW YORK,NY10006
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 1,000
    MEMORIAL FOUNDATION
    50 BROADWAY
    NEW YORK,NY10004
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 1,000
    MEMORIAL SLOAN KETTERING
    1275 YORK AVE
    NEW YORK,NY10065
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 1,000
    MORSELIFE FOUNDATION
    4920 LORING DR
    WEST PALM BEACH,FL33417
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 1,000
    MT RAINIER BOOSTER CLUB
    22450 19TH AVE S
    DES MOINES,WA98198
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 1,600
    NATIONAL MULTIFAMILY HOUSING COUNCIL
    1850 M ST NW
    WASHINGTON,DC20036
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 1,000
    NORTHWESTERN UNIVERSITY
    633 CLARK ST
    EVANSTON,IL60208
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 68,000
    NORTON MUSEUM OF ART
    1451 SOUTH OLIVE AVE
    WEST PALM BEACH,FL33401
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 1,000
    OPEN ARMS PERINATAL SERVICES
    2524 16TH AVE S
    SEATTLE,WA98144
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 1,000
    OUR CENTER
    303 ATWOOD ST
    LONGMONT,CO80501
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 250
    PALM BEACH DRAMAWORKS
    201 CLEMATIS ST
    WEST PALM BEACH,FL33401
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 1,000
    PLANNED PARENTHOOD
    434 W 33RD ST
    NEW YORK,NY10001
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 210
    PROTECT OUR WINTERS
    PO BOX 38
    PACIFIC PALISADES,CA90272
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 900
    UNITED JEWISH APPEAL
    6900 JERICHO TPKE
    SYOSSET,NY11791
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 1,300
    WOMEN'S WORK
    2586 S RD
    POUGHKEEPSIE,NY12601
        TO HELP SUPPORT CHARITABLE ORGANIZATIONS 500
    Total .................................bullet 3a 283,885
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............
        14 91,597  
    4 Dividends and interest from securities....     14 45,640  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............
             
    7 Other investment income.....     14 104,675  
    8
    Gain or (loss) from sales of assets other than inventory .............
        18 252,814  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 494,726 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13494,726
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







    Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 AccountingFeesSchedule
    Name:
    THE WEISMAN FAMILY FOUNDATION CO ROBERT D WEISMAN
    EIN: 56-2475540
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 12,000 8,000   4,000

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    THE WEISMAN FAMILY FOUNDATION CO ROBERT D WEISMAN
    EIN: 56-2475540
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCKS, BONDS AND OTHER INVESTMENTS - DETAILS AVAILABLE 3,289,886 3,858,225

    TY 2014 InvestmentsOtherSchedule2
    Name:
    THE WEISMAN FAMILY FOUNDATION CO ROBERT D WEISMAN
    EIN: 56-2475540
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    INVESTMENT IN URSULA CAPITAL PARTNERS LLP AT COST 1,296,472 1,296,472
    INVESTMENT IN BOARDWALK PIPELINE PARTNERS AT COST 0 0
    INVESTMENT IN EL PASO PIPELINE PARTNERS AT COST 0 0
    INVESTMENT IN PLAINS ALL-AMERICAN PIPELINE AT COST 40,039 61,584
    INVESTMENT IN NUVEEN DIVERSIFIED COMMODITY FUND AT COST 69,833 61,850
    INVESTMENT IN BREITBURN AT COST 60,241 39,630
    INVESTMENT IN SEAVIEW OFFSHORE FUND LTD AT COST 500,000 480,751

    TY 2014 OtherDecreasesSchedule
    Name:
    THE WEISMAN FAMILY FOUNDATION CO ROBERT D WEISMAN
    EIN: 56-2475540
    Description Amount
       
       
       
       
       
       
       
       
       


    TY 2014 OtherExpensesSchedule
    Name:
    THE WEISMAN FAMILY FOUNDATION CO ROBERT D WEISMAN
    EIN: 56-2475540
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    K-1 URSULA CAPITAL PARTNESHIP 20,113 20,113   0
    BOOKKEEPING, MANAGEMENT AND OFFICE 2,769 1,846   923
    ADR FEES AND OTHER INVESTMENT EXPENSES 1,372 1,372   0
    K-1 KINDER MORGAN ENERGY PARTNERS 735 735   0
    K-1 BOARDWALK PIPELINE PARTNERS LP 4 4   0
    NYS FILING FEE 250 0   250
    K-1 PLAINS ALL AMERICAN 168 168   0
    K-1 BREITBURN ENERGY PARTNERS 5,170 5,170   0
    K-1 NUVEEN DIVERSIFIED 511 511   0


    TY 2014 OtherIncomeSchedule2
    Name:
    THE WEISMAN FAMILY FOUNDATION CO ROBERT D WEISMAN
    EIN: 56-2475540
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME - K-1 BOARDWALK PIPELINE 499 499 499
    OTHER INCOME - K-1 KINDER MORGAN 4,891 4,891 4,891
    OTHER INCOME - K-1 BREITBURN ENERGY PARTNERS 1,250 1,250 1,250
    ORDINARY GAIN ON SALE OF BOARDWALK PIPELINE PARTNERS 39,556 39,556 39,556
    ORDINARY GAIN ON SALE OF EL PASO PIPELINE PARTNERS 6,028 6,028 6,028
    ORDINARY GAIN ON SALE OF KINDER MORGAN ENERGY PARTNERS 52,451 52,451 52,451


    TY 2014 OtherIncreasesSchedule
    Name:
    THE WEISMAN FAMILY FOUNDATION CO ROBERT D WEISMAN
    EIN: 56-2475540
    Description Amount
       


    TY 2014 OtherLiabilitiesSchedule
    Name:
    THE WEISMAN FAMILY FOUNDATION CO ROBERT D WEISMAN
    EIN: 56-2475540
    Description Beginning of Year - Book Value End of Year - Book Value
    NEGATIVE CAPITAL BALANCE - KINDER MORGAN ENERGY PARTNERS 11,634 0


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    THE WEISMAN FAMILY FOUNDATION CO ROBERT D WEISMAN
    EIN: 56-2475540
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADVISORY FEES 33,681 33,681   0


    TY 2014 TaxesSchedule
    Name:
    THE WEISMAN FAMILY FOUNDATION CO ROBERT D WEISMAN
    EIN: 56-2475540
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 16,395 16,395   0