Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
THE ISAK AND ROSE WEINMAN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)C/O BBH CO 140 BROADWAY PB-TAX S
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10005
A Employer identification number

13-6110132
B Telephone number (see instructions)

(212) 493-8000
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... 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$19,073,194J 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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 325,782 325,782  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,195,401
b Gross sales price for all assets on line 6a 3,458,991
7 Capital gain net income (from Part IV, line 2)... 1,195,401
8 Net short-term capital gain......... 0
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).......      
12 Total. Add lines 1 through 11........ 1,521,183 1,521,183  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 4,250 0 0 4,250
c Other professional fees (attach schedule).... Click to see attachment 99,340 99,340   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 30,328 7,388   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 949 199   750
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 134,867 106,927 0 5,000
25 Contributions, gifts, grants paid....... 510,000 510,000
26 Total expenses and disbursements. Add lines 24 and 25 644,867 106,927 0 515,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 876,316
b Net investment income (if negative, enter -0-) 1,414,256
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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.............   2,239 2,239
2 Savings and temporary cash investments......... 306,811 1,201,701 1,201,701
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
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)....... 10,937,223 Click to see attachment11,438,514 16,392,538
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,545,872 Click to see attachment1,023,768 1,476,716
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 12,789,906 13,666,222 19,073,194
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 Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 12,789,906 13,666,222
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 12,789,906 13,666,222
30 Total liabilities and net assets/fund balances (see instructions). 12,789,906 13,666,222
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
12,789,906
2
Enter amount from Part I, line 27a .....................
2
876,316
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
13,666,222
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
13,666,222
Form 990-PF (2020)
Form 990-PF (2020)
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 11. ALPHABET INC CL C   2019-05-01 2020-03-16
b 25. ALPHABET INC CL C   2019-03-15 2020-03-16
c 28. ALPHABET INC CL C     2020-06-03
d 37. ALPHABET INC CL C   2012-05-31 2020-08-06
e 10. ALPHABET INC CL C   2012-05-31 2020-11-02
17996.401 BBH PARTNER FUND - INTERNATIONAL EQUITY     2020-06-03
176. BAXTER INTL INC   2020-03-19 2020-06-03
93. BERKSHIRE HATHAWAY INC-CL B   2006-06-29 2020-05-13
143. BERKSHIRE HATHAWAY INC-CL B   2006-06-29 2020-06-03
2. BOOKING HOLDINGS INC COM STK   2019-12-04 2020-06-03
8. BOOKING HOLDINGS INC COM STK     2020-09-11
12. BOOKING HOLDINGS INC COM STK   2019-08-15 2020-09-11
701. BRIGHT HORIZONS FAMILY SOLUT COM STK     2020-03-19
247. BROWN-FORMAN CORP CLASS B COMMON STOCK   2019-07-31 2020-05-26
224. BROWN-FORMAN CORP CLASS B COMMON STOCK   2019-07-31 2020-06-03
226. BROWN-FORMAN CORP CLASS B COMMON STOCK   2019-07-31 2020-09-02
7. CELANESE CORP COM STK   2020-03-12 2020-06-03
141. CELANESE CORP COM STK   2019-04-04 2020-06-03
53. CELANESE CORP COM STK   2020-03-12 2020-12-04
130. CELANESE CORP COM STK   2020-03-12 2020-12-09
183. COLGATE PALMOLIVE CO   2019-11-05 2020-06-03
284. COMCAST CORP CL A   2007-10-25 2020-02-28
1324. COMCAST CORP CL A   2007-10-25 2020-02-28
569. COMCAST CORP CL A   2007-10-25 2020-03-04
362. COMCAST CORP CL A   2007-10-25 2020-03-13
880. COMCAST CORP CL A   2007-10-25 2020-03-25
421. COMCAST CORP CL A   2007-10-25 2020-05-13
286. COMCAST CORP CL A   2007-10-25 2020-06-03
200. COPART INC COM STK   2019-03-08 2020-05-21
227. COPART INC COM STK     2020-06-03
142. COPART INC COM STK     2020-09-04
110. COPART INC COM STK   2018-10-02 2020-09-17
234. COPART INC COM STK     2020-10-23
74. COPART INC COM STK   2018-10-01 2020-11-02
25. COSTCO WHOLESALE CORP     2020-06-03
130. DIAGEO PLC- SPONSORED ADR     2020-06-03
127. DIAGEO PLC- SPONSORED ADR     2020-11-12
57. DIAGEO PLC- SPONSORED ADR   2008-10-09 2020-11-12
178. DOLLAR GENERAL CORP COM STK   2019-03-14 2020-05-13
78. DOLLAR GENERAL CORP COM STK     2020-06-03
117. DOLLAR GENERAL CORP COM STK     2020-09-23
64. DOLLAR GENERAL CORP COM STK   2018-10-03 2020-10-23
77. FLEETCOR TECHNOLOGIES INC COM STK     2020-06-03
176. ARTHUR J GALLAGHER & CO     2020-06-03
57. KLA CORPORATION   2018-10-05 2020-06-03
24719.46 LONGLEAF PARTNERS SMALL CAP FD     2020-11-25
80. MASTERCARD INCORPORATED   2020-03-06 2020-06-03
120. NESTLE S A SPONS ADR   2006-06-21 2020-06-03
143. NIKE INC CL B   2020-03-05 2020-06-03
162. NOVARTIS AG - ADR   2006-06-27 2020-03-09
160. NOVARTIS AG - ADR   2006-06-27 2020-06-03
1515. NOVARTIS AG - ADR   2006-06-27 2020-09-16
928. ORACLE CORP     2020-03-06
271. ORACLE CORP   2014-09-19 2020-03-13
631. ORACLE CORP   2014-09-19 2020-06-03
636. ORACLE CORP     2020-09-11
460. ORACLE CORP   2014-09-23 2020-10-23
381. ORACLE CORP     2020-10-28
3966.68 AKRE FOCUS FUND-SUPRA INST   2016-03-30 2020-06-03
387. HENRY SCHEIN INC COM STK   2019-04-04 2020-06-03
187. AO SMITH CORP COM STK     2020-06-03
257. AO SMITH CORP COM STK     2020-06-09
114. AO SMITH CORP COM STK   2019-12-12 2020-12-16
227. AO SMITH CORP COM STK     2020-12-17
586. U S BANCORP   2009-12-18 2020-02-28
1616. U S BANCORP   2009-12-18 2020-03-09
875. U S BANCORP     2020-03-10
1380. U S BANCORP   2010-08-20 2020-03-12
258. UNILEVER N V-NY SHARES (DELISTED)   2019-05-29 2020-02-28
195. UNILEVER N V-NY SHARES (DELISTED)   2019-05-29 2020-03-09
425. UNILEVER N V-NY SHARES (DELISTED)     2020-03-16
11. UNILEVER N V-NY SHARES (DELISTED)   2019-11-08 2020-05-26
248. UNILEVER N V-NY SHARES (DELISTED)   2014-03-13 2020-05-26
128. UNILEVER N V-NY SHARES (DELISTED)     2020-06-03
394. UNILEVER N V-NY SHARES (DELISTED)     2020-07-09
345. UNILEVER N V-NY SHARES (DELISTED)     2020-08-06
510. UNILEVER N V-NY SHARES (DELISTED)     2020-08-07
113. WASTE MANAGEMENT INC     2020-06-03
85. WASTE MANAGEMENT INC   2020-03-19 2020-10-29
35. WASTE MANAGEMENT INC   2007-12-20 2020-10-29
171. ZOETIS INC COM STK   2014-02-11 2020-06-03
1. BBH CAP PARTNERS IV (CAYMAN)   1950-01-01 2020-12-31
93. ALLEGION PLC- COM STK   2019-04-05 2020-06-03
223. ALLEGION PLC- COM STK     2020-12-09
156. LINDE PLC COM STK     2020-06-03
64. LINDE PLC COM STK   2018-10-31 2020-06-09
216. PERRIGO CO PLC COM STK     2020-06-03
380. ALCON INC COM STK     2020-06-03
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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(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 12,378   13,008 -630
b 28,133   29,616 -1,483
c 40,207   12,713 27,494
d 55,486   10,783 44,703
e 16,254   2,914 13,340
300,000   273,566 26,434
15,957   14,140 1,817
15,831   5,714 10,117
27,254   8,786 18,468
3,448   3,845 -397
14,266   15,283 -1,017
21,399   22,692 -1,293
51,189   106,068 -54,879
15,789   13,547 2,242
14,789   12,285 2,504
18,076   12,395 5,681
676   514 162
13,620   14,747 -1,127
7,023   3,893 3,130
16,986   9,548 7,438
13,125   12,047 1,078
11,212   3,008 8,204
52,139   14,022 38,117
24,012   6,026 17,986
13,118   3,834 9,284
29,699   9,320 20,379
14,589   4,459 10,130
11,796   3,029 8,767
17,312   11,628 5,684
20,332   13,115 7,217
14,657   7,417 7,240
11,194   5,742 5,452
26,755   12,204 14,551
8,378   3,857 4,521
7,691   7,156 535
18,984   16,776 2,208
19,317   16,794 2,523
8,670   3,247 5,423
32,346   19,504 12,842
14,933   8,410 6,523
24,038   12,301 11,737
13,696   6,728 6,968
19,631   10,805 8,826
17,157   16,567 590
10,541   5,676 4,865
607,110   664,361 -57,251
24,522   22,778 1,744
12,973   3,602 9,371
14,857   13,015 1,842
13,293   7,420 5,873
13,708   7,329 6,379
136,676   69,394 67,282
43,790   36,972 6,818
12,274   10,746 1,528
33,622   25,021 8,601
36,535   25,011 11,524
27,535   17,956 9,579
21,227   14,751 6,476
200,000   94,526 105,474
24,485   23,700 785
9,299   9,218 81
12,708   12,089 619
6,301   5,303 998
12,525   10,484 2,041
26,639   13,016 13,623
59,307   35,893 23,414
32,407   19,377 13,030
44,230   29,988 14,242
13,488   15,571 -2,083
10,479   11,769 -1,290
18,676   25,609 -6,933
532   661 -129
11,996   9,530 2,466
6,823   4,918 1,905
20,497   15,130 5,367
20,334   13,186 7,148
29,654   19,094 10,560
12,417   11,612 805
9,158   8,592 566
3,771   1,157 2,614
24,301   5,021 19,280
474,404   12,761 461,643
9,722   8,818 904
24,892   20,971 3,921
33,026   27,095 5,931
13,731   10,461 3,270
12,098   27,287 -15,189
24,420   22,668 1,752
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
      114,466
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       -630
b       -1,483
c       27,494
d       44,703
e       13,340
      26,434
      1,817
      10,117
      18,468
      -397
      -1,017
      -1,293
      -54,879
      2,242
      2,504
      5,681
      162
      -1,127
      3,130
      7,438
      1,078
      8,204
      38,117
      17,986
      9,284
      20,379
      10,130
      8,767
      5,684
      7,217
      7,240
      5,452
      14,551
      4,521
      535
      2,208
      2,523
      5,423
      12,842
      6,523
      11,737
      6,968
      8,826
      590
      4,865
      -57,251
      1,744
      9,371
      1,842
      5,873
      6,379
      67,282
      6,818
      1,528
      8,601
      11,524
      9,579
      6,476
      105,474
      785
      81
      619
      998
      2,041
      13,623
      23,414
      13,030
      14,242
      -2,083
      -1,290
      -6,933
      -129
      2,466
      1,905
      5,367
      7,148
      10,560
      805
      566
      2,614
      19,280
      461,643
      904
      3,921
      5,931
      3,270
      -15,189
      1,752
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 1,195,401
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 19,658
c All other domestic foundations enter 1.39% 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 19,658
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 19,658
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 16,786
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 7,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 23,786
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
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 4,128
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet4,128 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 the instructions
for the 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
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the 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 (2020)
    Form 990-PF (2020)
    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 addressbulletN/A
    14
    The books are in care ofbulletBROWN BROTHERS HARRIMAN & CO Telephone no.bullet (212) 493-8000

    Located atbullet140 BROADWAY 4TH FLOORNEW YORKNY ZIP+4bullet10005
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. 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
     
     
    ........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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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:
    Yes
    No
    (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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    DONNA LANDAU HARDIMAN CHAIRMAN/PRESIDENT
    1     		0    
    650 PARK AVENUE APT 20C
    NEW YORK,NY10065
    BLAIR LANDAU TRIPPE SECRETARY/TREASURER
    1     		0    
    36 HAWTHORN ST
    CAMBRIDGE,MA02138
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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
    BROWN BROTHERS HARRIMAN INVESTMENT ADVISORY 99,340
    140 BROADWAY
    NEW YORK,NY10005
    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.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    16,650,670
    b
    Average of monthly cash balances.......................
    1b
    677,691
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    17,328,361
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    17,328,361
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    259,925
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    17,068,436
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    853,422
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    853,422
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    19,658
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    19,658
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    833,764
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    833,764
    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
    833,764
    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
    515,000
    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
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    515,000
    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
    515,000
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 833,764
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 503,948
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 515,000
    a Applied to 2019, but not more than line 2a 503,948
    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 2020 distributable amount..... 11,052
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 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 0
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		822,712
    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
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 foundation 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).)
    NONE
    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.
    NONE
    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 (2020)
    Form 990-PF (2020)
    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
    METROPOLITAN OPERA
    150 WEST 65TH STREET
    NEW YORK,NY10023     		NONE PC GENERAL PURPOSE 25,000
    CARNEGIE HALL
    881 SEVENTH AVENUE
    NEW YORK,NY10019     		NONE PC GENERAL PURPOSE 20,000
    MANHATTAN THEATRE CLUB
    311 W 43RD STREET
    NEW YORK,NY10036     		NONE PC GENERAL PURPOSE 20,000
    METROPOLITAN MUSEUM OF ART
    1000 FIFTH AVENUE
    NEW YORK,NY10028     		NONE PC GENERAL PURPOSE 10,000
    MUSEUM OF MODERN ART
    11 WEST 53RD STREET
    NEW YORK,NY10019     		NONE PC GENERAL PURPOSE 10,000
    BOSTON SYMPHONY ORCHESTRA
    301 MASSACHUSETTS AVENUE
    BOSTON,MA02115     		NONE PC GENERAL PURPOSE 25,000
    CITY CENTER
    130 EAST 22ND STREET
    NEW YORK,NY10019     		NONE PC GENERAL PURPOSE 10,000
    EPIC THEATER
    252 WEST 38TH STREET
    NEW YORK,NY10018     		NONE PC GENERAL PURPOSE 5,000
    THE ARMORY
    643 PARK AVENUE
    NEW YORK,NY10065     		NONE PC GENERAL PURPOSE 5,000
    DUKE UNIVERSITY
    2127 CAMPUS DRIVE
    DURHAM,NC27708     		NONE PC GENERAL PURPOSE 50,000
    KELLOGG SCHOOL
    2001 SHERIDAN RD
    EVANSTON,IL60201     		NONE PC GENERAL PURPOSE 10,000
    CHAPEL HAVEN INC
    1040 WHALLEY AVENUE
    NEW HAVEN,CT06515     		NONE PC GENERAL PURPOSE 25,000
    TEMPLE EMANUEL
    1 EAST 65TH STREET
    NEW YORK,NY10065     		NONE PC GENERAL PURPOSE 10,000
    CITIZEN COMMITTEE FOR CHILDREN
    105 EAST 22ND STREET
    NEW YORK,NY10010     		NONE PC GENERAL PURPOSE 20,000
    NY PUBLIC LIBRARY
    FIFTH AVENUE AT 42ND STREET
    NEW YORK,NY10018     		NONE PC GENERAL PURPOSE 5,000
    LEGAL AID SOCIETY
    199 WATER STREET
    NEW YORK,NY10038     		NONE PC GENERAL PURPOSE 15,000
    DOE FUND
    232 EAST 84TH STREET
    NEW YORK,NY10028     		NONE PC GENERAL PURPOSE 15,000
    MIND BRAIN INSTITUTE
    C/O COLUMBIA UNIVERSITY
    622 WEST 113 ST
    NEW YORK,NY10025     		NONE PC GENERAL PURPOSE 5,000
    PLANNED PARENTHOOD
    26 BLEECKER STREET
    NEW YORK,NY10012     		NONE PC GENERAL PURPOSE 25,000
    ONLY MAKE BELIEVE
    121 WEST 27 ST
    NEW YORK,NY10010     		NONE PC GENERAL PURPOSE 15,000
    COLUMBIA UNIVERSITY
    (CELIAC DISEASE CENTER)
    622 WEST 113 ST
    NEW YORK,NY10025     		NONE PC GENERAL PURPOSE 10,000
    CONNECTICUT COLLEGE
    270 MOHEGAN AVE
    NEW LONDON,CT06320     		NONE PC GENERAL PURPOSE 10,000
    ATTYS FOR FAMILY HELD ENTERPRISE
    3150 WEST HIGGINS RD SUITE 105
    HOFFMAN ESTATES,IL60169     		NONE PC GENERAL PURPOSE 5,000
    NEW YORK LANDMARKS CONSERVANCY
    ONE WHITEHALL STREET
    NEW YORK,NY10004     		NONE PC GENERAL PURPOSE 20,000
    FAIRFIELD UNIVERSITY
    1073 NORTH BENSON ROAD
    FAIRFIELD,CT06824     		NONE PC GENERAL PURPOSE 25,000
    CORNELL UNIVERSITY
    410 THURSTON AVE
    ITHACA,NY14850     		NONE PC GENERAL PURPOSE 10,000
    MILTON ACADEMY
    170 CENTRE STREET
    MILTON,MA02186     		NONE PC GENERAL PURPOSE 5,000
    MOBILIZATION FOR JUSTICE
    100 WILLIAMS STREET
    NEW YORK,NY10038     		NONE PC GENERAL 10,000
    NEW YORK HOSPITAL
    525 EAST 68 STREET
    NEW YORK,NY10065     		NONE PC GENERAL PURPOSE 25,000
    AMERICAN REPERTORY THEATER
    64 BRATTLE STREET
    Cambridge,MA02138     		NONE PC GENERAL PURPOSE 5,000
    CELIAC DISEASE CENTER
    180 FORT WASHINGTON AVE STE 956
    NEW YORK,NY10032     		NONE PC GENERAL PURPOSE 50,000
    BEYOND CONFLICT
    198 TREMONT ST SUITE 453
    BOSTON,MA02116     		NONE PC GENERAL PURPOSE 5,000
    BEGINNING WITH CHILDREN
    185 BROADWAY
    BROOKLYN,NY11211     		NONE PC GENERAL PURPOSE 5,000
    Total .................................bullet 3a 510,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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....     14 325,782  
    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.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 1,195,401  
    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)..   1,521,183  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,521,183
    (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 (2020)
    Form 990-PF (2020)
    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) (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) (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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    THE ISAK AND ROSE WEINMAN FOUNDATION
    EIN:
    13-6110132
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 4,250     4,250

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE ISAK AND ROSE WEINMAN FOUNDATION
    EIN:
    13-6110132
    Name of Stock End of Year Book Value End of Year Fair Market Value
    FLEETCOR TECH INC COM STK 78,603 175,157
    BERKSHIRE HATHAWAY INC - CL B 79,197 298,880
    CELANESE CORP SERIES A 40,866 134,228
    COMCAST CORP CL A 27,419 135,664
    DIAGEO PLC SPONSORED ADR 50,585 148,964
    LIBERTY GLOBAL PLC-SERIES C    
    DISCOVERY COMMUNICATIONS    
    NESTLE SA SPONS ADR 24,164 94,829
    NOVARTIS AG - ADR    
    PAYPAL HOLDINGS    
    QUALCOMM INC    
    HENRY SCHEIN INC COM STK 83,530 131,246
    US BANCORP    
    WASTE MANAGEMENT INC 21,086 88,094
    WELLS FARGO & CO    
    BBH LIMITED DURATION FUND CL I 2,308,423 2,378,432
    AKRE FOCUS FD-SUPRA INST 980,474 2,360,262
    BBH INTERNATIONAL EQUITY FUND 2,101,929 3,012,558
    UNILEVER N V-NY SHARES    
    PERRIGO CO PLC COM STK 144,200 67,706
    ZOETIS INC COM STK 41,555 236,334
    ORACLE CORP 101,291 173,305
    ALPHABET INC CL C 54,924 332,857
    KROGER CO COM STK    
    SABRE CORP COM STK    
    GQG PART EMERG MKTS 652,046 930,224
    BBH INCOME FUND I 2,481,205 2,656,106
    BROWN-FORMAN CORP 94,068 155,286
    DOLLAR GENERAL CORP 52,031 108,725
    QURATE RETAIL INC    
    COPART INC COM STK 89,486 225,996
    ALLEGION PLC 88,815 124,527
    KLA-TENCOR CORP 45,015 118,063
    LINDE PLC 143,371 220,294
    BOOKING HOLDINGS INC 82,010 100,227
    BRIGHT HORIZONS FAM    
    COLGATE-PALMOLIVE 95,996 129,120
    COSTCO 55,564 94,949
    ARTHUR J GALLAGHER 164,993 224,163
    ALCON INC 145,260 189,758
    AO SMITH CORP 108,555 132,555
    MASTERCARD INC 168,115 232,368
    AMAZON.COM INC 199,214 205,187
    NIKE INC CL B 87,730 154,061
    STARBUCKS CORP 92,963 109,013
    PROGRESSIVE CORP 103,288 138,036
    BAXTER UNTL INC 122,524 128,224
    THERMO FISHER SCIENTIFIC INC 91,928 98,280
    GRACO INC 47,677 49,994
    VISA INC CLA A 88,414 98,866

    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE ISAK AND ROSE WEINMAN FOUNDATION
    EIN:
    13-6110132
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BBH CAP PARTNERS IV AT COST 155,018 184,763
    ALPS SER-CLARKSTON PRTNRS AT COST 868,750 1,291,953
    LONGLEAF PARTNERTS SMALL CAP F      

    TY 2020 OtherExpensesSchedule
    Name:
    THE ISAK AND ROSE WEINMAN FOUNDATION
    EIN:
    13-6110132
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    NON-INVESTMENT INTEREST EXPENS 750 0   750
    OTHER NON-ALLOCABLE EXPENSE - 160 160   0
    OTHER EXPENSE (NON-DEDUCTIBLE 39 39   0


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE ISAK AND ROSE WEINMAN FOUNDATION
    EIN:
    13-6110132
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMNT MNGMNT FEES (NON-DED 99,340 99,340    


    TY 2020 TaxesSchedule
    Name:
    THE ISAK AND ROSE WEINMAN FOUNDATION
    EIN:
    13-6110132
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX PAYMENT - PRIOR YE 6,154 0   0
    FEDERAL ESTIMATES - PRINCIPAL 16,786 0   0
    FOREIGN TAXES ON QUALIFIED FOR 6,031 6,031   0
    FOREIGN TAXES ON NONQUALIFIED 1,357 1,357   0