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
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
WEISSBERG FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1901 NORTH MOORE ST SUITE 803
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ARLINGTON, VA22209
A Employer identification number

54-1475954
B Telephone number (see instructions)

(703) 276-7500
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$10,480,142
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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) 3,445,176
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 240 240  
4 Dividends and interest from securities... 184,247 181,794  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 662,588
b Gross sales price for all assets on line 6a 2,967,672
7 Capital gain net income (from Part IV, line 2)... 662,588
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)....... 201 -1,638  
12 Total. Add lines 1 through 11........ 4,292,452 842,984  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 2,000 0   2,000
14 Other employee salaries and wages...... 205,133 0   153,850
15 Pension plans, employee benefits....... 14,719 0   11,039
16a Legal fees (attach schedule)......... 1,926 0   1,926
b Accounting fees (attach schedule)....... 2,500 1,250   1,250
c Other professional fees (attach schedule).... 133,773 22,256   111,517
17 Interest............... 88 88   0
18 Taxes (attach schedule) (see instructions)... 40,396 882   14,920
19 Depreciation (attach schedule) and depletion... 552 0  
20 Occupancy.............. 125,160 0   125,160
21 Travel, conferences, and meetings....... 20,686 0   20,686
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 12,758 2   12,324
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 559,691 24,478   454,672
25 Contributions, gifts, grants paid....... 1,288,863 1,288,863
26 Total expenses and disbursements. Add lines 24 and 25 1,848,554 24,478   1,743,535
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,443,898
b Net investment income (if negative, enter -0-) 818,506
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
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.............      
2 Savings and temporary cash investments......... 1,178,983 659,163 659,163
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) bullet200,000
Less: allowance for doubtful accounts bullet0 0 200,000 200,000
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)....... 4,822,888 Click to see attachment5,996,045 8,528,066
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).......... 5,870 Click to see attachment563,986 1,090,703
14 Land, buildings, and equipment: basis bullet2,762
Less: accumulated depreciation (attach schedule) bullet552 0 Click to see attachment2,210 2,210
15 Other assets (describe bullet) Click to see attachment200,000 Click to see attachment0 Click to see attachment0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,207,741 7,421,404 10,480,142
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 attachment0 Click to see attachment4,413
23 Total liabilities (add lines 17 through 22)......... 0 4,413
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 6,207,741 7,416,991
30 Total net assets or fund balances (see instructions)..... 6,207,741 7,416,991
31 Total liabilities and net assets/fund balances (see instructions). 6,207,741 7,421,404
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
6,207,741
2
Enter amount from Part I, line 27a .....................
2
2,443,898
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
8,651,639
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,234,648
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
7,416,991
Form 990-PF (2015)
Form 990-PF (2015)
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 MERRILL LYNCH 04A26      
b MERRILL LYNCH 04A26      
c GOLDMAN SACHS 24756-7      
d GOLDMAN SACHS 24756-7      
e GOLDMAN SACHS 24756-7      
GOLDMAN SACHS 67993-2 - REGULATED FUTURES CONTRACTS 40% S/T ALLOCATION      
GOLDMAN SACHS 67993-2 - REGULATED FUTURES CONTRACTS 60% L/T ALLOCATION      
GOLDMAN SACHS 23863-2      
GOLDMAN SACHS 24755-9      
GOLDMAN SACHS 24755-9      
GOLDMAN SACHS 24755-9      
GOLDMAN SACHS 24755-9      
GOLDMAN SACHS 24756-7 DISALLOWED WASH SALES      
GOLDMAN SACHS 24756-7      
GOLDMAN SACHS 24755-9 DISALLOWED WASH SALES      
GOLDMAN SACHS 24755-9 DISALLOWED WASH SALES      
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 81,566   36,018 45,548
b 1,121,765   755,865 365,900
c 100,000   102,384 -2,384
d 150,000   146,486 3,514
e 184,132   200,000 -15,868
10,466     10,466
15,700     15,700
14,419   5,301 9,118
145,814   97,374 48,440
90,887   86,457 4,430
7,759   8,035 -276
262,688   117,164 145,524
49     49
776,910   750,000 26,910
1     1
882     882
4,634     4,634
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       45,548
b       365,900
c       -2,384
d       3,514
e       -15,868
      10,466
      15,700
      9,118
      48,440
      4,430
      -276
      145,524
      49
      26,910
      1
      882
      4,634
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 2 662,588
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))
2014 1,899,535 7,708,579 0.246418
2013 1,632,989 8,049,597 0.202866
2012 1,539,418 7,244,373 0.212498
2011 1,143,762 7,118,127 0.160683
2010 784,545 6,151,860 0.127530
2
Total of line 1, column (d) .....................
20.949995
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
0.189999
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
9,684,823
5
Multiply line 4 by line 3......................
5
1,840,107
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
8,185
7
Add lines 5 and 6........................
7
1,848,292
8
Enter qualifying distributions from Part XII, line 4.............
8
1,743,535
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 (2015)
Form 990-PF (2015)
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 Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 16,370
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 16,370
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 16,370
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 15,162
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 8,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 23,162
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 6,792
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet6,792 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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)
    bulletVA, DE
    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 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 addressbulletWEISSBERGFOUNDATION.ORG
    14
    The books are in care ofbulletTHE FOUNDATION Telephone no.bullet (703) 276-7500

    Located atbullet1901 NORTH MOORE ST SUITE 803ARLINGTONVA ZIP+4bullet22209
    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 2015, 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  
    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 2015?.............
    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 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    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 2015 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 2015.)..................
    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 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    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 (2015)
    Form 990-PF (2015)
    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
    MARVIN F WEISSBERG PRESIDENT
    1.00
    0 0 0
    1901 NORTH MOORE ST SUITE 803
    ARLINGTON,VA22209
    NINA V WEISSBERG VP/SECRETARY
    1.00
    0 0 0
    1901 NORTH MOORE ST SUITE 803
    ARLINGTON,VA22209
    MARTIN HEYERT TREASURER
    1.00
    500 0 0
    1901 NORTH MOORE ST SUITE 803
    ARLINGTON,VA22209
    BARBARA NAPOLITANO HONORARY TRUSTEE
    1.00
    0 0 0
    1901 NORTH MOORE ST SUITE 803
    ARLINGTON,VA22209
    WALLACE BABINGTON TRUSTEE
    1.00
    1,000 0 0
    1901 NORTH MOORE ST SUITE 803
    ARLINGTON,VA22209
    WESLEY WEISSBERG VICE PRESIDENT
    1.00
    0 0 0
    1901 NORTH MOORE ST SUITE 803
    ARLINGTON,VA22209
    COURTNEY MORRIS TRUSTEE
    1.00
    500 0 0
    1901 NORTH MOORE ST SUITE 803
    ARLINGTON,VA22209
    RACHEL MARTIN TRUSTEE
    1.00
    0 0 0
    1901 NORTH MOORE ST SUITE 803
    ARLINGTON,VA22209
    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
    ILENE TRACHTENBERG EXECUTIVE DIRECTOR
    24.00
    132,659 0 0
    1901 NORTH MOORE ST SUITE 803
    ARLINGTON,VA22209
    AMANDA O'MEARA PROGRAM OFFICER
    40.00
    59,097 0 0
    1901 NORTH MOORE ST SUITE 803
    ARLINGTON,VA22209
    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
    SARAH WILLIAMS INDEPENDENT CONTRACTOR 105,000
    1901 NORTH MOORE ST SUITE 803
    ARLINGTON,VA22209
    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  
    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
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    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
    8,341,959
    b
    Average of monthly cash balances.......................
    1b
    919,072
    c
    Fair market value of all other assets (see instructions)................
    1c
    672,121
    d
    Total (add lines 1a, b, and c).........................
    1d
    9,933,152
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) Click to see attachment.............
    1e
    162,204
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    9,933,152
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) Click to see attachment.............................
    4
    248,329
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    9,684,823
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    484,241
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    484,241
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    16,370
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
    124
    c
    Add lines 2a and 2b............................
    2c
    16,494
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    467,747
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    467,747
    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
    467,747
    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
    1,743,535
    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
    1,743,535
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,743,535
    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 (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2014
    (c)
    2014
    (d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 467,747
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010...... 486,692
    b From 2011...... 795,510
    c From 2012...... 987,383
    d From 2013...... 1,241,951
    e From 2014...... 1,544,455
    fTotal of lines 3a through e........ 5,055,991
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 1,743,535
    a Applied to 2014, 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 2015 distributable amount..... 467,747
    e Remaining amount distributed out of corpus 1,275,788
    5 Excess distributions carryover applied to 2015. 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 6,331,779
    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 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2016. 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 2010 not
    applied on line 5 or line 7 (see instructions) ...
    486,692
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......
    5,845,087
    10 Analysis of line 9:
    a Excess from 2011.... 795,510
    b Excess from 2012.... 987,383
    c Excess from 2013.... 1,241,951
    d Excess from 2014.... 1,544,455
    e Excess from 2015.... 1,275,788
    Form 990-PF (2015)
    Form 990-PF (2015)
    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 2015, 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) 2015 (b) 2014 (c) 2013 (d) 2012
             
    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).)
    MARVIN F WEISSBERG
    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 e-mail address of the person to whom applications should be addressed:
    HANH LE
    1901 NORTH MOORE ST SUITE 803
    ARLINGTON,VA22209
    (703) 276-7500
    bThe form in which applications should be submitted and information and materials they should include:
    1.CURRENT AUDITED FINANCIAL STATEMENTS OR RECENT IRS FORM990 2.PROOF OF SEC501(C)(3)TAX EXEMPT STATUS 3.BRIEF PROPOSAL:A)DATE, NAME, ADDRESS AND PHONE NUMBER OF YOUR ORGANIZATION AND NAME OF A CONTACT PERSON B)GOALS, PURPOSE AND INTENT OF THE GRANT AND POPULATION TO BE SERVED. DESCRIBE IN A CONCISE SUMMARY THE NEED, CURRENT CONDITION, PROBLEM OR ISSUES YOU ARE SEEKING TO ADDRESS C)KEY INDIVIDUALS:PROFILE THE INDIVIDUALS INVOLVED THAT WILL HAVE PRIMARY RESPONSIBILITY FOR SUPERVISING THE GRANT. INCLUDE NAMES OF THE EXECUTIVE OFFICER AND BOARD OF DIRECTORS D)PROVIDE A BUDGET OF THE COSTS AND EXPENSES FOR ADMINISTERING THE PROGRAM AND A CURRENT ANNUAL BUDGET. STATE THE DOLLAR AMOUNT OF THE REQUEST E)SPECIFY THE SITE WHERE THE GRANT WILL BE ADMINISTERED F)LIST SPECIFIC GOALS TO BE ACHIEVED AND THE TIMETABLE FOR IMPLEMENTATION G)EXPLAIN HOW YOU PLAN TO MEASURE AND EVALUATE THE SUCCESS OF THE GRANT. DESCRIBE THE SCHEDULE AND STEPS YOU WILL TAKE TO EVALUATE WHETHER YOU HAVE REACHED YOUR GOALS.
    cAny submission deadlines:
    BY INVITATION ONLY.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    AVAILABLE UPON REQUEST.
    Form 990-PF (2015)
    Form 990-PF (2015)
    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
    AIDA
    50 CALIFORNIA ST SUITE 500
    SAN FRANCISCO,CA94111
    NONE PC GENERAL OPERATING SUPPORT 6,500
    ARLINGTON FREE CLINIC
    2921 11TH ST S
    ARLINGTON,VA22204
    NONE PC GALA SPONSORSHIP 5,000
    ARTS FOR THE AGING
    12320 PARKLAWN DRIVE
    ROCKVILLE,MD20852
    NONE PC GENERAL OPERATING SUPPORT 23,000
    ASPEN INSTITUTE
    1 DUPONT CIRCLE NW
    WASHINGTON,DC20036
    NONE PC ARTISAN ALLIANCE PROJECT 50,000
    BARD PRISON INITIATIVE
    PO BOX 5000
    ANNANDALE ON HUDSON,NY12504
    NONE PC HIGHER EDUCATION IN PRISON PROGRAMS 60,000
    BELOIT COLLEGE
    700 COLLEGE ST
    BELOIT,WI53511
    NONE PC WEISSBERG PROGRAM IN HUMAN RIGHTS AND SCHOLARSHIP AT BELOIT COLLEGE 403,213
    BRITDOC
    50 FRITH STREET
    LONDON    
    UK
    NONE PC GENERAL OPERATING SUPPORT 40,000
    BROOKLYN COMMUNITY FOUNDATION
    1000 DEAN STREET SUITE 307
    BROOKLYN,NY11238
    NONE PC COMMUNITY GRANTMAKING PROGRAM AND YOUTH JUSTICE FUNDERS COLLABORATIVE 20,000
    CAPITAL FRINGE
    1358 FLORIDA AVE NE
    WASHINGTON,DC20002
    NONE PC GENERAL OPERATING SUPPORT 20,000
    CHICKEN & EGG PICTURES INC
    45 MAIN STREET SUITE 506
    BROOKLYN,NY11201
    NONE PC GENERAL OPERATING SUPPORT 25,000
    CITY KIDS WILDERNESS PROJECT
    2437 15TH ST NW
    WASHINGTON,DC20009
    NONE PC SUPPORT CAPACITY TO TRACK PROGRAM PARTICIPANTS AND MEASURE SUCCESS 50,000
    CONSTELLATION THEATRE COMPANY
    1835 14TH STREET NW
    WASHINGTON,DC20009
    NONE PC GENERAL OPERATING SUPPORT 1,000
    CONTEMPORARY AMERICAN THEATER FESTIVAL
    P O BOX 429
    SHEPHERDSTOWN,WV25443
    NONE PC WEISSBERG FELLOWSHIP PROGRAM AND GENERAL OPERATING SUPPORT 17,500
    CRITERION INSTITUTE
    81 CHURCH HILL RD
    HADDAM,CT06438
    NONE PC WOMEN'S EFFECT INVESTMENTS/ GENDER LENS INVESTING INITIATIVE 20,000
    CULTURAL DC
    916 G STREET NW
    WASHINGTON,DC20001
    NONE PC GENERAL OPERATING SUPPORT 20,000
    FOUNDATION FOR THE NATIONAL ARCHIVES
    700 PENNSYLVANIA AVE RM G12
    WASHINGTON,DC20408
    NONE PC CHARTERS OF FREEDOM BOOK AND BROCHURE PROJECT 50,000
    FRIENDSHIP PLACE
    4713 WISCONSIN AVE NW
    WASHINGTON,DC20016
    NONE PC GENERAL OPERATING SUPPORT 4,000
    GEORGE MASON UNIVERSITY FOUNDATION
    3351 N FAIRFAX DR MSN 4D3
    ARLINGTON,VA22201
    NONE PC CENTER FOR THE STUDY OF GENDER AND CONFLICT 2,500
    GOUCHER PRISON EDUCATION PARTNERSHIP
    1021 DULANEY VALLEY RD
    BALTIMORE,MD21204
    NONE PC GENERAL OPERATING SUPPORT 25,000
    INDEPENDENT FILMAKER PROJECT INC
    30 JOHN STREET
    BROOKLYN,NY11201
    NONE PC SUPPORT PRODUCTION OF THE FILM, 3 1/2 MINUTES 20,000
    INNER CITY-INNER CHILD
    3133 DUMBARTON ST NW
    WASHINGTON,DC20007
    NONE PC GENERAL OPERATING SUPPORT 20,000
    IONA SENIOR SERVICES
    4125 ALBEMARLE STREET NW
    WASHINGTON,DC20016
    NONE PC PARTIAL SCHOLARSHIPS OF IONA'S ADULT DAY HEALTH PROGRAM AND GENERAL OPERATING SUPPORT 1,000
    JUAN FELIPE GOMEZ ESCOBAR FOUNDATION INC
    CARRERA 13 93-12 305
    BOGOTA    
    CO
    NONE PC GENERAL OPERATING SUPPORT 20,000
    JUBILEE JUMP START
    2525 ONTARIO ROAD NW
    WASHINGTON,DC20009
    NONE PC GENERAL OPERATING SUPPORT 20,000
    LETRAS LATINAS - UNIVERSITY OF NOTRE DAME
    1608 RHODE ISLAND AVE NW SUITE 357
    WASHINGTON,DC20036
    NONE PC GENERAL OPERATING SUPPORT 5,000
    LORD FAIRFAX COMMUNITY COLLEGE FOUNDATION
    173 SKIRMISHER LANE
    MIDDLETOWN,VA22645
    NONE PC GENERAL OPERATING SUPPORT 3,150
    NEW YORK UNIVERSITY
    25 WEST 4TH STREET
    NEW YORK,NY10012
    NONE PC THE WEISSBERG FORUM AND BUILDING CAMPAIGN FOR NYU-DC CENTER 80,000
    OSBORNE ASSOCIATION
    809 WESTCHESTER AVE
    BRONX,NY10455
    NONE PC GENERAL OPERATING SUPPORT 10,000
    PROJECT CREATE
    2028 MARTIN LUTHER KING AVE SE
    WASHINGTON,DC20020
    NONE PC GENERAL OPERATING SUPPORT AND "SAY YES TO SUMMER LEARNING" PROGRAMS 21,000
    ROOT CAPITAL
    955 MASSACHUSETTS AVE
    CAMBRIDGE,MA02139
    NONE PC WOMEN IN AGRICULTURE INITIATIVE 50,000
    SIGNATURE THEATER
    4200 CAMPBELL AVE
    ARLINGTON,VA22206
    NONE PC WEISSBERG FELLOWSHIPS FOR THE OVERTURES PROGRAM 15,000
    ST PAUL'S PARISH
    2430 K ST NW
    WASHINGTON,DC20037
    NONE PC GRATE PATROL AND FOOD BANK PROGRAMS 1,000
    STONE SOUP FILMS
    1070 THOMAS JEFFERSON ST NW
    WASHINGTON,DC20007
    NONE PC GENERAL OPERATING SUPPORT 40,000
    STUDIO THEATER
    1501 14TH ST NW
    WASHINGTON,DC20005
    NONE PC ARTS MOTIVATING YOUTH PROGRAM 20,000
    TEENS RUN DC
    2131 K ST NW
    WASHINGTON,DC20037
    NONE PC GENERAL OPERATING SUPPORT 23,000
    THEATER ALLIANCE
    2020 SHANNON PL SE
    WASHINGTON,DC20020
    NONE PC GENERAL OPERATING SUPPORT 20,000
    THIRD WORLD NEWSREEL
    545 EIGHTH AVE SUITE 550
    NEW YORK,NY10018
    NONE PC SUPPORT PRODUCTION OF THE FILM: HAZING: HOW BADLY DO YOU WANT IN? 5,000
    TRANSPORTATION ALTERNATIVES
    111 JOHN ST SUITE 260
    NEW YORK,NY10038
    NONE PC GENERAL OPERATING SUPPORT 5,000
    URBAN ARIAS
    1322 N ADAMS COURT
    ARLINGTON,VA22201
    NONE PC GENERAL OPERATING SUPPORT 1,000
    WASHINGTON AREA WOMEN'S FOUNDATION
    1331 H STREET NW
    WASHINGTON,DC20005
    NONE PC EARLY CARE AND EDUCATION FUNDERS COLLABORATIVE AND GENERAL OPERATING SUPPORT 27,500
    WASHINGTON DRAMA SOCIETY INC (DBA ARENA STAGE)
    1101 SIXTH STREET SW
    WASHINGTON,DC20024
    NONE PC "VOICES OF NOW" PROGRAM 1,500
    WASHINGTON IMPROV THEATER
    1835 14TH STREET NW
    WASHINGTON,DC20009
    NONE PC GENERAL OPERATING SUPPORT 1,000
    WASHINGTON INNER CITY LACROSSE
    1200 18TH STREET NW
    WASHINGTON,DC20036
    NONE PC GENERAL OPERATING SUPPORT 2,500
    WASHINGTON STAGE GUILD
    4018 ARGYLE TERRACE NW
    WASHINGTON,DC20011
    NONE PC GENERAL OPERATING SUPPORT 1,000
    WESLEYAN CENTER FOR PRISON EDUCATION
    222 CHURCH STREET THIRD FLOOR
    MIDDLETOWN,CT06459
    NONE PC GENERAL OPERATING SUPPORT 20,000
    WINTERGREEN ADAPTIVE SPORTS
    P O BOX 578
    LOVINGSTON,VA25249
    NONE PC GENERAL OPERATING SUPPORT 2,500
    WOMEN MAKE MOVIES
    115 WEST 29TH STREET SUITE 1200
    NEW YORK,NY10001
    NONE PC SUPPORT PRODUCTION OF THE FILM "WHOSE STREETS" 5,000
    YACHAD
    1666 CONNECTICUT AVE NW
    WASHINGTON,DC20009
    NONE PC GENERAL OPERATING SUPPORT 5,000
    Total .................................bullet 3a 1,288,863
    bApproved for future payment
    ARTS FOR THE AGING
    12320 PARKLAWN DRIVE
    ROCKVILLE,MD20852
    NONE PC GENERAL OPERATING SUPPORT 20,000
    ASPEN INSTITUTE
    1 DUPONT CIRCLE NW
    WASHINGTON,DC20036
    NONE PC ARTISAN ALLIANCE PROJECT 50,000
    BARD PRISON INITIATIVE
    PO BOX 5000
    ANNANDALE ON HUDSON,NY12504
    NONE PC HIGHER EDUCATION IN PRISON PROGRAMS 50,000
    BELOIT COLLEGE
    700 COLLEGE ST
    BELOIT,WI53511
    NONE PC WEISSBERG PROGRAM IN HUMAN RIGHTS AND SCHOLARSHIP 1,913,512
    BRITDOC
    50 FRITH STREET
    LONDON    
    UK
    NONE PC GENERAL OPERATING SUPPORT 45,000
    CRITERION INSTITUTE
    81 CHURCH HILL RD
    HADDAM,CT06438
    NONE PC WOMEN'S EFFECT INVESTMENTS/ GENDER LENS INVESTINGINITIATIVE 20,000
    GOUCHER PRISON EDUCATION PARTNERSHIP
    1021 DULANEY VALLEY RD
    BALTIMORE,MD21204
    NONE PC GENERAL OPERATING SUPPORT 25,000
    JUAN FELIPE GOMEZ ESCOBAR FOUNDATION INC
    CARRERA 13 93-12 305
    BOGOTA    
    CO
    NONE PC GENERAL OPERATING SUPPORT 20,000
    JUBILEE JUMP START
    2525 ONTARIO ROAD NW
    WASHINGTON,DC20009
    NONE PC GENERAL OPERATING SUPPORT 20,000
    LORD FAIRFAX COMMUNITY COLLEGE FOUNDATION
    173 SKIRMISHER LANE
    MIDDLETOWN,VA22645
    NONE PC GENERAL OPERATING SUPPORT 6,300
    NEW YORK UNIVERSITY
    25 WEST 4TH STREET
    NEW YORK,NY10012
    NONE PC THE WEISSBERG FORUM AND BUILDING CAMPAIGN FOR NYU-DC CENTER 130,000
    ROOT CAPITAL
    955 MASSACHUSETTS AVE
    CAMBRIDGE,MA02139
    NONE PC WOMEN IN AGRICULTURE INITIATIVE 50,000
    STONE SOUP FILMS
    1070 THOMAS JEFFERSON ST NW
    WASHINGTON,DC20007
    NONE PC GENERAL OPERATING SUPPORT 50,000
    THEATER ALLIANCE
    2020 SHANNON PL SE
    WASHINGTON,DC20020
    NONE PC GENERAL OPERATING SUPPORT 20,000
    Total .................................bullet 3b 2,419,812
    Form 990-PF (2015)
    Form 990-PF (2015)
    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 ...........
        14 240  
    4 Dividends and interest from securities....     14 184,247  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 80  
    6
    Net rental income or (loss) from personal property
             
    7 Other investment income..... 211110 1,839 16    
    8
    Gain or (loss) from sales of assets other than inventory ............
        18 662,588  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue:
    aWISE WOMEN'S EMPOWERMENT FUND I LLC
        16   -1,698
    bBUCKEYE PARTNERS LP     16 -17  
    cCOLUMBIA CROSSROADS LP     18 -3  
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 1,839 847,135 -1,698
    13Total. Add line 12, columns (b), (d), and (e)..................
    13847,276
    (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.)
    11A SUPPORT WOMEN IN SMALL ENTERPRISE INITIATIVE PROGRAM
    Form 990-PF (2015)
    Form 990-PF (2015)
    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 organizations?
    Yes
    No
    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 name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2015
    Name of the organization
    WEISSBERG FOUNDATION
     
    Employer identification number

    54-1475954
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
    Name of organization
    WEISSBERG FOUNDATION
     
    Employer identification number
    54-1475954
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
     
     

    MARVIN F WEISSBERG  
    709 WASHINGTON STREET
     
    KEY WEST, FL33040

    $ 1,631,038


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    WEISSBERG CORPORATION
     

       
    1901 NORTH MOORE STREET SUITE 1001
     
    ARLINGTON, VA22209

    $ 165,319


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    3
     
     

    MARVIN F WEISSBERG  
    709 WASHINGTON STREET
     
    KEY WEST, VA33040

    $ 648,819


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    4
     
     

    MARVIN F WEISSBERG  
    709 WASHINGTON STREET
     
    KEY WEST, VA33040

    $ 1,000,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 3
    Name of organization
    WEISSBERG FOUNDATION
     
    Employer identification number

    54-1475954
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    1
    MARKETABLE EQUITY SECURITIES $ 1,631,038 2015-12-31
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
    3
    REAL ESTATE PARTNERSHIP $ 648,819 2015-12-31
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 4
    Name of organization
    WEISSBERG FOUNDATION
     
    Employer identification number

    54-1475954
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No.from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2015 AccountingFeesSchedule
    Name:
    WEISSBERG FOUNDATION
    EIN:
    54-1475954
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 2,500 1,250   1,250

    TY 2015 CashDeemedCharitableExplnStmt
    Name:
    WEISSBERG FOUNDATION
    EIN:
    54-1475954
    Explanation:
    THE FOUNDATION MAKES NUMEROUS CONTRIBUTIONS EACH YEAR, WELL IN EXCESS OF 5% OF THE NET VALUE OF NONCHARITABLE-USE ASSETS. THUS, THE FOUNDATION REQUIRES A GREATER AMOUNT OF CASH TO BE AVAILABLE TO SUPPORT ITS CHARITABLE ACTIVITIES.

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2015 DepreciationSchedule
    Name:
    WEISSBERG FOUNDATION
    EIN:
    54-1475954
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    COMPUTER 2015-07-10 2,762   200DB 5.000000000000 552 0    

    TY 2015 GeneralExplanationAttachment
    Name:
    WEISSBERG FOUNDATION
    EIN:
    54-1475954
    Identifier Return Reference Explanation
      FORM 990 PF - PART IV LINE 1 CAPITAL GAINS & LOSSES DETAILED SCHEDULE OF REALIZED GAINS & LOSSES AVAILABLE UPON REQUEST

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    WEISSBERG FOUNDATION
    EIN:
    54-1475954
    Name of Stock End of Year Book Value End of Year Fair Market Value
    MERRILL LYNCH 2,179,266 4,523,378
    GOLDMAN SACHS 755-9 606,222 772,569
    GOLDMAN SACHS 756-7 3,210,557 3,232,119

    TY 2015 InvestmentsOtherSchedule2
    Name:
    WEISSBERG FOUNDATION
    EIN:
    54-1475954
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BUCKEYE PARTNERS, L.P. FMV 3,040 65,960
    COLUMBIA CROSSROADS LP FMV 254,286 648,819
    GOLDMAN SACHS 863-2 FMV 283,358 352,622
    WISE WOMEN'S EMPOWERMENT FUND I LLC FMV 23,302 23,302

    TY 2015 LandEtcSchedule2
    Name:
    WEISSBERG FOUNDATION
    EIN:
    54-1475954
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    COMPUTER 2,762 552 2,210  


    TY 2015 LegalFeesSchedule
    Name:
    WEISSBERG FOUNDATION
    EIN:
    54-1475954
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 1,926 0   1,926


    TY 2015 OtherAssetsSchedule
    Name:
    WEISSBERG FOUNDATION
    EIN:
    54-1475954
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DUE FROM AFFILIATE 200,000    


    TY 2015 OtherDecreasesSchedule
    Name:
    WEISSBERG FOUNDATION
    EIN:
    54-1475954
    Description Amount
    COST BASIS ADJUSTMENT ON CONTRIBUTED SECURITIES AND OTHER INVESTMENTS 1,190,365
    NON-DEDUCTIBLE EXPENSES FROM PTE'S 17
    PRIOR PERIOD ADJUSTMENTS 44,266


    TY 2015 OtherExpensesSchedule
    Name:
    WEISSBERG FOUNDATION
    EIN:
    54-1475954
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DUES & SUBSCRIPTIONS 1,579 0   1,579
    POSTAGE & DELIVERY 1,297 0   1,297
    SUPPLIES 7,964 0   7,964
    BANK CHARGES 188 0   188
    PAYROLL PROCESSING 1,728 0   1,296
    BUCKEYE PARTNERS, L.P. 2 2   0


    TY 2015 OtherIncomeSchedule2
    Name:
    WEISSBERG FOUNDATION
    EIN:
    54-1475954
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    BUCKEYE PARTNERS LP 1,839 0 1,839
    COLUMBIA CROSSROADS LP 80 80 80
    WISE WOMEN'S EMPOWERMENT FUND I LLC -1,698 -1,698 -1,698
    BUCKEYE PARTNERS LP -17 -17 -17
    COLUMBIA CROSSROADS LP -3 -3 -3


    TY 2015 OtherLiabilitiesSchedule
    Name:
    WEISSBERG FOUNDATION
    EIN:
    54-1475954
    Description Beginning of Year - Book Value End of Year - Book Value
    GOLDMAN SACHS 993-2 REGULATED CONTRACTS UNREALIZED LOSSES 0 4,413


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    WEISSBERG FOUNDATION
    EIN:
    54-1475954
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL FEES 109,925 0   109,925
    INVESTMENT FEES 23,848 22,256   1,592


    TY 2015 ReductionExplanationStatement
    Name:
    WEISSBERG FOUNDATION
    EIN:
    54-1475954
    Explanation:
    PARTNERSHIP AND LIMITED LIABILITY COMPANIES REPORTED AS OTHER INVESTMENTS ON THE RETURN THAT ARE PRIVATELY HELD AND NOT READILY MARKETABLE. APPRAISED FAIR MARKET VALUE BEFORE REDUCTION: $811,20320% REDUCTION DUE TO MINORITY INTEREST/ILLIQUIDITY DISCOUNT: $162,204

    TY 2015 TaxesSchedule
    Name:
    WEISSBERG FOUNDATION
    EIN:
    54-1475954
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES WITHHELD 868 868   0
    FEDERAL EXCISE TAXES 24,594 0   0
    STATE EXCISE TAXES 14 14   0
    PAYROLL TAXES 14,920 0   14,920