Form990-PF
Click to see attachment

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
Weisman Foundation
co Judy Nadel

Number and street (or P.O. box number if mail is not delivered to street address)2373 Pacific Avenue   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
San Francisco, CA94115
A Employer identification number

95-6027464
B Telephone number (see instructions)

(415) 931-0869
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$1,087,648
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      
4 Dividends and interest from securities...... 54,388 54,388 54,388
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 8,052
b Gross sales price for all assets on line 6a 86,367
7 Capital gain net income (from Part IV, line 2)... 8,052
8 Net short-term capital gain......... 6,623
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)....... 10    
12 Total. Add lines 1 through 11........ 62,450 62,440 61,011
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 4,000     4,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 2,350 2,350    
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 83      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 196      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 6,629 2,350   4,000
25 Contributions, gifts, grants paid........ 44,511 44,511
26 Total expenses and disbursements. Add lines 24 and 25 51,140 2,350   48,511
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 11,310
b Net investment income (if negative, enter -0-) 60,090
c Adjusted net income (if negative, enter -0-)... 61,011
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............... 195,515 64,750 64,750
2 Savings and temporary cash investments..........      
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) 61,314 Click to see attachment61,314 62,740
b Investments—corporate stock (attach schedule)........ 620,640 Click to see attachment787,027 814,324
c Investments—corporate bonds (attach schedule)........ 100,000 Click to see attachment100,000 103,660
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 60,000 Click to see attachment35,688 42,074
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment100 Click to see attachment100 Click to see attachment100
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,037,569 1,048,879 1,087,648
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)    
23 Total liabilities (add lines 17 through 22)..........   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......... 1,028,531 1,028,531
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 9,038 20,348
30 Total net assets or fund balances (see instructions)...... 1,037,569 1,048,879
31 Total liabilities and net assets/fund balances (see instructions).. 1,037,569 1,048,879
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 1,037,569
2 Enter amount from Part I, line 27a..................... 2 11,310
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 1,048,879
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 1,048,879
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.)
1a
b
c
d
e
(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
b
c
d
e
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
b
c
d
e
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 8,052
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 6,623
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 47,721 1,054,824 0.04524
2012 44,968 1,034,918 0.04345
2011 43,396 1,034,283 0.04196
2010 40,925 1,030,600 0.03971
2009 46,705 1,004,034 0.04652
2 Total of line 1, column (d) ...................... 2 0.21688
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 0.04338
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 1,077,681
5 Multiply line 4 by line 3....................... 5 46,744
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 601
7 Add lines 5 and 6......................... 7 47,345
8 Enter qualifying distributions from Part XII, line 4.............. 8 48,511
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 1 601
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  
3 Add lines 1 and 2........................... 3 601
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 601
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 612
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.............. 7 612
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
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 11
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet11 RefundedBullet 11  
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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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
 
No
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
     
    No
    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)
    bulletCA
    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 ofbulletJudy Nadel Telephone no.bullet (415) 931-0869
    Located atbullet2373 Pacific AvenueSan FranciscoCA ZIP+4bullet941151241
    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
     
    No
    .........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
     
    No
    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
     
    No
    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
     
    No
    .........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
     
    No
    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
    Judy W Nadel Co-Trustee
    2.00
    2,000    
    2373 Pacific Avenue
    San Francisco,CA94115
    Jay Nadel Co-Trustee
    0.00
    0    
    2373 Pacific Avenue
    San Francisco,CA94115
    Sharon Frankel Co-Trustee
    2.00
    2,000    
    411 W End Avenue
    New York,NY10024
    Noel Frankel Co-Trustee
    0.00
    0    
    411 W End Avenue
    New York,NY10024
    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  
    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.............bullet  
    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.........................bullet  
    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
    1,054,131
    b
    Average of monthly cash balances.......................
    1b
    39,961
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,094,092
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    1,094,092
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    16,411
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,077,681
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    53,884
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    53,884
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    601
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    601
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    53,283
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    53,283
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    53,283
    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
    48,511
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    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
    48,511
    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
    601
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    47,910
    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 53,283
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 26,575
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010.......  
    c From 2011.......  
    d From 2012.......  
    e From 2013.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 48,511
    a Applied to 2013, but not more than line 2a 26,575
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions).........
    0
    d Applied to 2014 distributable amount..... 21,936
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2014.    
    (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  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
     
    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......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    31,347
    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) .......
     
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......
     
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012....  
    d Excess from 2013....  
    e Excess from 2014....  
    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
    Global Aids
    700 Larkspur Landing Cr Ste 250
    Larkspur,CA94939
    NONE PC To provide basic health services, targeting prevention, care, and support in communities affected by HIV, AIDS, TB and malaria in Africa. 1,500
    American Thoracic Society
    25 Broadway
    New York,NY10004
    NONE PC To improve health worldwide by advancing research, clinical care and public health in respiratory disease, critical illness and sleep disorders. 1,000
    Stanford Jazz Workshop
    541 Lasuen Mall
    Stanford,CA94305
    NONE PC To dedicate to jazz education and appreciation and support jazz artists, educators, students and enthusiasts. 2,000
    Stanford Law School
    559 Nathan Abbott Way
    Stanford,CA94305
    NONE PC To dedicate to the highest standards of excellence in legal scholarship and to the training of lawyers and honorably serve their clients and the public and to help solve the problems of our nation and our world. 1,500
    New Israel Fund
    330 Seventh Avenue 11th Floor
    New York,NY10001
    NONE PC To advance democracy and equality for all Israelis. 5,200
    Whitney Museum
    945 Madison Avenue at 75th Street
    New York,NY10021
    NONE PC To collect, preserve, interpret and exhibiting American art. 250
    Theatre Development Fund
    520 Eighth Avenue Suite 801
    New York,NY10018
    NONE PC To identify and provide support, including financial assistance, to theatrical works of artistic merit. 3,000
    THIRTEEN
    825 Eighth Avenue
    New York,NY10019
    NONE PC To use media to create lifelong learning opportunities. 150
    Film Society of Lincoln Center
    70 Lincoln Center Plaza
    New York,NY10023
    NONE PC To celebrate American and international cinema, to recognize and support new filmmakers, and to enhance awareness, accessibility and understanding of film. 175
    New York Public Radio
    160 Varick Street
    New York,NY10013
    NONE PC To bring listeners a uniquely thought-provoking and soul-enriching array of news, current affairs, music and cultural programming. 200
    Plan USA
    155 Plan Way
    Warwick,RI02886
    NONE PC To emphasize community engagement and ownership as the means to address the needs of children around the world. 360
    Museum of Modern Art
    11 West 53 Street
    New York,NY10019
    NONE PC To encourage an ever-deeper understanding and enjoyment of modern and contemporary art by the diverse local, national and international audiences. 175
    Food Bank of New York City
    39 Broadway
    New York,NY10006
    NONE PC To end hunger in New York City by organizing food, information and support for community survival and dignity. 500
    Robin Hood
    826 Broadway 9th Floor
    New York,NY10003
    NONE PC To find, fund and partner with programs that have proven they are an effective remedy to poverty and are a consistence force for good in the lives of New Yorkers in need. 1,500
    Commonwealth Club
    595 Market Street 2nd Floor
    San Francisco,CA94105
    NONE PC To be the leading national forum open to all for the impartial discussion of public issues important to the membership, community and nation. 110
    Contemporary Jewish Museum
    736 Mission Street
    San Francisco,CA94103
    NONE PC To make the diversity of the Jewish experience relevant for a twenty-first century audience through innovative exhibitions and programs that educate, challenge, and inspire. 1,000
    Congregation Emanu-El
    2 Lake Street
    San Francisco,CA94118
    NONE PC To advance members' lifelong involvement in Judaism, engaging them in communal prayer (avodah), the study of sacred texts (Torah), and the performance of compassionate deeds (g'milut hasadim). 1,600
    Fine Arts Museum
    50 Hagiwara Tea Garden Drive
    San Francisco,CA94118
    NONE PC To provide extensive and innovative art education programs for people of all ages and interests. 1,000
    Food Runner
    2579 Washington St
    San Francisco,CA94115
    NONE PC To help alleviate hunger in San Francisco, to help prevent waste and to help create community. 400
    Marin Country Day School
    5221 Paradise Drive
    Corte Madera,CA94925
    NONE PC To invest heavily in people, seeking teachers whose passion for their craft, life experiences and deep commitment to children would help kids grow up healthy. 100
    Branson School
    39 Fernhill Ave
    Ross,CA94957
    NONE PC To help young people develop the moral imagination to be open and responsive to the struggles of fellow human beings. 200
    Middlebury College
    131 S Main St
    Middlebury,VT05753
    NONE PC To educate students in the tradition of the liberal arts, which embodies a method of discourse as well as a group of disciplines. 150
    Thunderbird College
    1 Global Place
    Glendale,AZ85306
    NONE PC To educate global leaders who create sustainable prosperity worldwide. 150
    Headlands
    944 Fort Barry
    Sausalito,CA94965
    NONE PC To supporting artists; the creative process; and the development of new, innovative ideas and artwork. 500
    Jewish Family and Children's Servic
    2150 Post St
    San Francisco,CA94115
    NONE PC To serve people with the highest quality, research-based social services designed to strengthen individuals, strengthen families and strengthen communities. 1,000
    International Rescue
    122 East 42nd Street
    New York,NY10168
    NONE PC To help survivors to heal, recover and rebuild their communities to be stronger, more stable and more democratic. 1,500
    Garden for the Environment
    451 Hayes Street 2nd Floor
    San Francisco,CA94102
    NONE PC To maintain a nationally acclaimed one-acre urban demonstration garden and offer environmental education programs about organic gardening, urban compost systems and sustainable food systems. 250
    Children's Defense Fund
    25 E Street NW
    Washington,DC20001
    NONE PC To ensure every child a Healthy Start, a Head Start, a Fair Start, a Safe Start and a Moral Start in life and successful passage to adulthood with the help of caring families and communities. 500
    Coalition for the Homeless
    468 Turk Street
    San Francisco,CA94102
    NONE PC To defend homeless and low-income people from attacks on their rights and their persons, while advocating for permanent solutions to homelessness that take into account not only poverty's devastating effects, but also its root causes. 1,000
    Doctors Without Borders
    333 7th Avenue 2nd Floor
    New York,NY10001
    NONE PC To bring quality medical care to people in crisis regardless of their race, religion, or political affiliation. 1,000
    Central Park Conservancy
    14 E 60th St
    New York,NY10022
    NONE PC To restore, manage, and enhance Central Park in partnership with the public. 125
    New Museum of Contemporary Art
    235 Bowery
    New York,NY10002
    NONE PC To be a catalyst for a broad dialogue between artists and the public by establishing an exhibition, information, and documentation center for contemporary art made within a period of approximately ten years prior to the present. 108
    The Metropolitan Museum of Art
    1000 Fifth Avenue
    New York,NY10028
    NONE PC To collect, preserve, study, exhibit, and stimulate appreciation for and advance knowledge of works of art that collectively represent the broadest spectrum of human achievement at the highest level of quality, all in the service of the public and in accordance with the highest professional standards. 200
    Jefferson Medical College
    1020 Walnut St
    Philadelphia,PA19107
    NONE PC To educate physicians who will form and lead the integrated healthcaredelivery and research teams of tomorrow; discovering new knowledge that will define the future of clinical carethrough investigation from the laboratory to the bedside, and into the community; and setting the standard forquality, compassionate and efficient patient care for our community and for the nation. 1,000
    Marine Mammal Center
    2000 Bunker Road
    Sausalito,CA94965
    NONE PC To expand knowledge about marine mammalstheir health and that of their ocean environmentand to inspire their global conservation. 250
    Massachusetts Advocates for Childre
    25 Kingston Street 2nd Floor
    Boston,MA02111
    NONE PC To help children overcome significant barriers to equal educational and life opportunities, while helping one child at a time. 1,000
    Oxfam
    226 Causeway Street 5th Floor
    Boston,MA02114
    NONE PC To help create lasting solutions to the injustice of poverty. 1,000
    J Street
    PO Box 66073
    Washington,DC20035
    NONE PC To change the U.S. political dynamics around Israel by mobilizing broad support for a two-state solution because it's in Israels and Americas interest. 500
    San Francisco Jazz
    201 Franklin Street
    San Francisco,CA94102
    NONE PC To reach, develop and nurture current and future musicians and audiences by providing rich, innovative, interactive and informative programming in jazz appreciation, creation and performance within our diverse communities. 250
    Menorah Park
    27100 Cedar Road
    Beachwood,OH44122
    NONE PC To provide affordable housing for seniors in a supportive environment that enables them to live in their own apartments for as long as possible. 250
    Wild Bird Fund
    565 Columbus Avenue
    New York,NY10024
    NONE PC To rehabilitate over 3000 sick, injured or orphaned wildlife and release them back to the wilds of New York City. 500
    Jewish Community Center Manhattan
    334 Amsterdam Ave
    New York,NY10023
    NONE PC To create opportunities for people to connect, grow, and learn within an ever-changing Jewish landscape. 250
    Wounded Warrior Project
    4899 Belfort Road Suite 300
    Jacksonville,FL32256
    NONE PC To raise awareness and enlist the public's aid for the needs of injured service members.To help injured service members aid and assist each other.To provide unique, direct programs and services to meet the needs of injured service members. 100
    The French Academy of Ballet
    440 East 85th Street Suite 6G
    New York,NY10028
    NONE PC An exclusive training program dedicated to provide each student with the individual attention and support necessary to reach their full potential as a dancer. 150
    University of California Regents
    1111 Franklin St12th floor
    Oakland,CA94607
    NONE PC Its about striving, every day, to ensure the University of California remains the best public university in the world. 2,800
    New Israel Fund - Parking
    330 Seventh Avenue 11th Floor
    New York,NY10001
    NONE PC To advance democracy and equality for all Israelis. 266
    Breast Cancer Charitities of Americ
    8505 Technology Forest Pl Ste 604
    The Woodlands,TX77381
    NONE PC To eliminate breast cancer as a life-threatening disease. 500
    Lincoln Middle School
    1250 Fernside Blvd
    Alameda,CA94501
    NONE PC To provide a safe and supportive environment for learning for all of our students. To work with each student as a whole person with personal, social, physical, and intellectual needs, and to create an environment that is respectful of each students culture, gender, beliefs, and/or other individual differences. 1,000
    Donor Choose
    134 West 37th Street 11th Floor
    New York,NY10018
    NONE PC To engage the public in public schools by giving people a simple, accountable and personal way to address educational inequity. 500
    Wildwood School
    12201 Washington Place
    Los Angeles,CA90066
    NONE PC To provide students with a rigorously intellectual and innovative academic program, preparing them to become individuals who are reflective, ethically grounded, and confident in their ability to learn and lead amid the competing priorities of a complex, evolving, and multicultural world. 1,000
    WNYC
    160 Varick Street
    New York,NY10013
    NONE PC To support New York's flagship public radio stations, broadcasting the finest programs from NPR, American Public Media, Public Radio International and the BBC World Service, as well as a wide range of award-winning local programming. 52
    World Food Program
    1725 I Street NW Suite 510
    Washington,DC20006
    NONE PC To provide hope to communities affected by natural disaster, refugees surviving conflict and families living in extreme poverty. 1,500
    Planned Parenthood
    67 Holly Hill Rd
    Greenwich,CT06830
    NONE PC To ensure access to quality health care, education, and information for all individuals and families worldwide. 750
    WBAI
    388 Atlantic Ave
    Brooklyn,NY11217
    NONE PC To promote the full distribution of public information; to obtain access to sources of news not commonly brought together in the same medium; and to employ such varied sources in the public presentation of accurate, objective, comprehensive news on all matters vitally affecting the community. 100
    Hopeful Dawn Foundation
    67 Holly Hill Lane
    Greenwich,CT06830
    NONE PC To create centers around the world to facilitate the research, prevention and treatment of war veterans and other young adults who suffer from trauma, severe Post Traumatic Stress Disorder and other related psychiatric disorders. 500
    Groove With Me
    186 E 123rd St 2
    New York,NY10035
    NONE PC To use free dance classes and performance opportunities as a tool to instill in young women the leadership, pride, spirit of cooperation, creativity, joy and discipline needed to confront the adversity in their daily lives and throughout their future development. 250
    Breast Cancer Society
    6859 East Rembrant Ave Ste 128
    Mesa,AZ85212
    NONE PC To provide direct help and assistance to those suffering from breast cancer. 40
    Hatzolah
    318 Penn Street
    Brooklyn,NY11211
    NONE PC To provide exemplary medical emergency service to the public. 200
    SPCA
    201 Alabama Street
    San Francisco,CA94103
    NONE PC To save and protect animals, provide care and treatment, advocate for their welfare and enhance the human-animal bond. 100
    Earth Harvest
    2962 S Church St
    Burlington,NC27215
    NONE PC To provide natural remedies through supplements and organic foods to satisfy health needs. 500
    Columbia University Lyme Research
    1051 Riverside Drive Unit 69
    New York,NY10032
    NONE PC To focus multidisciplinary research on chronic Lyme disease. 500
    Center for the Study of Int'l Commu
    2000 Avenue of the Stars 1000S
    Los Angeles,CA90067
    NONE PC To support the worldwide community through its grantmaking, technical assistance and direct charitable activities. 300
    Total .................................bullet 3a 44,511
    bApproved for future payment
    Total .................................bullet 3b  
    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 ............
             
    4 Dividends and interest from securities....     14 54,388  
    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.....     15 10  
    8
    Gain or (loss) from sales of assets other than inventory .............
            8,052
    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)..   54,398 8,052
    13Total. Add line 12, columns (b), (d), and (e)..................
    1362,450
    (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: 14000265
    Software Version: 2014v5.0


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 AccountingFeesSchedule
    Name:
    Weisman Foundation
    co Judy Nadel
    EIN: 95-6027464
    Software ID:14000265
    Software Version:2014v5.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting Fees 2,350 2,350 0 0

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    Weisman Foundation
    co Judy Nadel
    EIN: 95-6027464
    Software ID:14000265
    Software Version:2014v5.0
    Name of Bond End of Year Book Value End of Year Fair Market Value
    Schwab/Goldman Sachs 4.25% 60,000 62,913
    Schwab/GE Cap Corp 4.65% 40,000 40,747

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    Weisman Foundation
    co Judy Nadel
    EIN: 95-6027464
    Software ID:14000265
    Software Version:2014v5.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Amer/Dfa Emer Mkt Val Ptf 3,793 2,962
    Amer/Dfa Intl Sm Cap 11,997 10,700
    Amer/Dfa US Sm Cap 2,443 2,853
    Amer Intl Value Ptf 11,285 8,640
    Amer/Dfa Global Equity Ptf 16,961 20,580
    Schwab/Osterweis Strat Inc Fund 278,685 271,881
    Schwab/Osterweis Fund 270,898 278,291
    Schwab/Vanguard Whitehall Funds 88,504 109,718
    Schwab/Vanguard Total Stock Market 34,828 39,402
    Schwab/Vanguard Total World 48,568 49,877
    Schwab/Kinder Morgan Inc. 19,065 19,420

    TY 2014 InvestmentsGovtObligationsSch
    Name:
    Weisman Foundation
    co Judy Nadel
    EIN: 95-6027464
    Software ID:14000265
    Software Version:2014v5.0
    US Government Securities - End of Year Book Value:

     
    US Government Securities - End of Year Fair Market Value:

     
    State & Local Government Securities - End of Year Book Value:


    61,314
    State & Local Government Securities - End of Year Fair Market Value:


    62,740


    TY 2014 InvestmentsOtherSchedule2
    Name:
    Weisman Foundation
    co Judy Nadel
    EIN: 95-6027464
    Software ID:14000265
    Software Version:2014v5.0
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Schwab/Vanguard REIT AT COST 35,688 42,074

    TY 2014 OtherAssetsSchedule
    Name:
    Weisman Foundation
    co Judy Nadel
    EIN: 95-6027464
    Software ID:14000265
    Software Version:2014v5.0
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Oil & Gas Rights-Nominal Value 100 100 100


    TY 2014 OtherExpensesSchedule
    Name:
    Weisman Foundation
    co Judy Nadel
    EIN: 95-6027464
    Software ID:14000265
    Software Version:2014v5.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Filing Fee 25      
    Other Expense 171      


    TY 2014 OtherIncomeSchedule2
    Name:
    Weisman Foundation
    co Judy Nadel
    EIN: 95-6027464
    Software ID:14000265
    Software Version:2014v5.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Other Investment Income 10    


    TY 2014 TaxesSchedule
    Name:
    Weisman Foundation
    co Judy Nadel
    EIN: 95-6027464
    Software ID:14000265
    Software Version:2014v5.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Foreign Taxes 73      
    State Tax 10