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

95-6027464
B Telephone number (see instructions)

(415) 931-0869
C bullet
G Check all that apply:

D 1. 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$1,170,126J 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... 31,781 31,781 31,781
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 9,873
b Gross sales price for all assets on line 6a 183,891
7 Capital gain net income (from Part IV, line 2)... 9,873
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).......      
12 Total. Add lines 1 through 11........ 41,654 41,654 31,781
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 2,000     2,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 2,910 1,455   1,455
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 757 757    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 35 35    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 5,702 2,247   3,455
25 Contributions, gifts, grants paid....... 52,835 52,835
26 Total expenses and disbursements. Add lines 24 and 25 58,537 2,247   56,290
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -16,883
b Net investment income (if negative, enter -0-) 39,407
c Adjusted net income (if negative, enter -0-)... 31,781
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............. 18,537 79,767 79,767
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 16,704 Click to see attachment16,704 15,677
b Investments—corporate stock (attach schedule)....... 452,634 Click to see attachment484,706 716,545
c Investments—corporate bonds (attach schedule)....... 387,964 Click to see attachment270,656 285,411
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 51,145 59,126 72,626
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment100 Click to see attachment100 Click to see attachment100
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 927,084 911,059 1,170,126
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........ 1,028,531 1,029,389
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds -101,447 -118,330
29 Total net assets or fund balances (see instructions)..... 927,084 911,059
30 Total liabilities and net assets/fund balances (see instructions). 927,084 911,059
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
927,084
2
Enter amount from Part I, line 27a .....................
2
-16,883
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
858
4
Add lines 1, 2, and 3 ..........................
4
911,059
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
911,059
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 60,000 shares Anheuser-Busch P 2015-10-06 2020-12-16
b 50,000 shares Bank of America P 2018-03-23 2020-04-21
c 75 shares Vanguard Total Stock Market P 2019-01-01 2020-04-09
d 60,000 shares The Goldman Sachs 4.5%20 Due 09/15/20 P 2010-09-13 2020-09-15
e Charles Schwab Capital Gain Distribution P 2019-01-01 2020-12-31
TD Ameritrade Capital Gain Distribution P 2019-01-01 2020-12-31
(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 62,886   57,630 5,256
b 50,000   49,298 702
c 10,508   7,090 3,418
d 60,000   60,000  
e 172     172
325     325
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       5,256
b       702
c       3,418
d        
e       172
      325
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 9,873
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................................ 1 548
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  
3 Add lines 1 and 2........................... 3 548
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 548
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 822
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 822
8 Enter any penalty for underpayment of estimated tax. Check here 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 10 274
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet274 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See 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
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 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 ofbulletJudy Nadel Telephone no.bullet (415) 931-0869

    Located atbullet2373 Pacific AvenueSan FranciscoCA ZIP+4bullet941151241
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —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
     
    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 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
    Judy W Nadel Co-Trustee
    2.00     		0    
    2373 Pacific Avenue
    San Francisco,CA94115
    Jay Nadel Co-Trustee
    0.00     		0    
    2373 Pacific Avenue
    San Francisco,CA94115
    Sharon Frankel Co-Trustee
    2.00     		2,000    
    411 W End Avenue
    New York,NY10024
    Noel Frankel Co-Trustee
    0.00     		0    
    411 W End Avenue
    New York,NY10024
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    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
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    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
    1,055,246
    b
    Average of monthly cash balances.......................
    1b
    42,441
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,097,687
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    1,097,687
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    16,465
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,081,222
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    54,061
    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
    54,061
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    548
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    548
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    53,513
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    53,513
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    53,513
    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
    56,290
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    56,290
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    56,290
    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 53,513
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 54,066
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 56,290
    a Applied to 2019, but not more than line 2a 54,066
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 2,224
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2020.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		51,289
    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) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    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).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (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
    Stanford Jazz Workshop
    541 Lasuen Mall
    Stanford,CA94305     		NONE PC To dedicate to jazz education and appreciation and support jazz artists, educators, students and enthusiasts. 1,000
    Stanford Law School
    559 Nathan Abbott Way
    Stanford,CA94305     		NONE PC To dedicate to the highest standards of excellence in legal scholarship and to the training of lawyers and honorably serve their clients and the public and to help solve the problems of our nation and our world. 2,500
    New Israel Fund
    330 Seventh Avenue 11th Floor
    New York,NY10001     		NONE PC To advance democracy and equality for all Israelis. 4,000
    Theatre Development Fund
    520 Eighth Avenue Suite 801
    New York,NY10018     		NONE PC To identify and provide support, including financial assistance, to theatrical works of artistic merit. 2,000
    ASPCA
    424 E 92nd St
    New York,NY10128     		NONE PC To provide effective means for the prevention of cruelty to animals throughout the United States. 200
    THIRTEEN
    825 Eighth Avenue
    New York,NY10019     		NONE PC To use media to create lifelong learning opportunities. 300
    Food Bank of New York City
    39 Broadway
    New York,NY10006     		NONE PC To end hunger in New York City by organizing food, information and support for community survival and dignity. 500
    Robin Hood
    826 Broadway 9th Floor
    New York,NY10003     		NONE PC To find, fund and partner with programs that have proven they are an effective remedy to poverty and are a consistent force for good in the lives of New Yorkers in need. 2,500
    City Harvest
    6 East 32nd Street 5th Floor
    New York,NY10016     		NONE PC To end hunger in communities throughout New York City through food rescue and distribution, education and other practical, innovative solutions. 1,000
    Congregation Emanu-El
    2 Lake Street
    San Francisco,CA94118     		NONE PC To advance members' lifelong involvement in Judaism, engaging them in communal prayer (avodah), the study of sacred texts (Torah), and the performance of compassionate deeds (g'milut hasadim). 1,850
    Food Runner
    2579 Washington St
    San Francisco,CA94115     		NONE PC To help alleviate hunger in San Francisco, to help prevent waste and to help create community. 250
    Northern Light School
    3710 Dorisa Avenue
    Oakland,CA94605     		NONE PC To provide a high quality education for children from all socioeconomic and cultural backgrounds. 500
    Jewish Family and Children's Servic
    2150 Post St
    San Francisco,CA94115     		NONE PC To serve people with the highest quality, research-based social services designed to strengthen individuals, strengthen families and strengthen communities. 2,000
    International Rescue
    122 East 42nd Street
    New York,NY10168     		NONE PC To help survivors to heal, recover and rebuild their communities to be stronger, more stable and more democratic. 1,500
    Larkin Street
    701 Sutter Street Suite 2
    San Francisco,CA94109     		NONE PC To integrate street outreach and emergency shelter, primary medical care, transitional housing, and job training and scholarship assistance to get homeless and at risk kids off the streets. 1,500
    Hamilton Family Center
    1631 Hayes Street
    San Francisco,CA94117     		NONE PC To end homelessness for families and individuals in the San Francisco Bay Area. 500
    Heifer
    1 World Avenue
    Little Rock,AR72202     		NONE PC To work with communities to end hunger and poverty and care for the earth. 500
    Meals on Wheels
    1375 Fairfax Ave
    San Francisco,CA94124     		NONE PC To provide isolated homebound seniors in San Francisco with nutritious meals, daily human contact, and supportive services to prevent their premature institutionalization. 500
    Children's Defense Fund
    25 E Street NW
    Washington,DC20001     		NONE PC To ensure every child a Healthy Start, a Head Start, a Fair Start, a Safe Start and a Moral Start in life and successful passage to adulthood with the help of caring families and communities. 1,000
    Coalition for the Homeless
    468 Turk Street
    San Francisco,CA94102     		NONE PC To defend homeless and low-income people from attacks on their rights and their persons, while advocating for permanent solutions to homelessness that take into account not only poverty's devastating effects, but also its root causes. 1,000
    Doctors Without Borders
    333 7th Avenue 2nd Floor
    New York,NY10001     		NONE PC To bring quality medical care to people in crisis regardless of their race, religion, or political affiliation. 1,000
    Museum of Modern Art
    11 West 53 Street
    New York,NY10019     		NONE PC To encourage an ever-deeper understanding and enjoyment of modern and contemporary art by the diverse local, national and international audiences. 610
    Central Park Conservancy
    14 E 60th St
    New York,NY10022     		NONE PC To restore, manage, and enhance Central Park in partnership with the public. 200
    Jefferson Medical College
    1020 Walnut St
    Philadelphia,PA19107     		NONE PC To educate physicians who will form and lead the integrated healthcaredelivery and research teams of tomorrow; discovering new knowledge that will define the future of clinical carethrough investigation from the laboratory to the bedside, and into the community; and setting the standard forquality, compassionate and efficient patient care for our community and for the nation. 1,000
    Marine Mammal Center
    2000 Bunker Road
    Sausalito,CA94965     		NONE PC To expand knowledge about marine mammals. 250
    Memorial Sloan Kettering Cancer Cen
    1275 York Avenue
    New York,NY10065     		NONE PC To discover more-effective strategies to prevent, control, and ultimately cure cancer in the future. 1,000
    J Street Education Fund
    PO Box 66073
    Washington,DC20035     		NONE PC To change the U.S. political dynamics around Israel by mobilizing broad support for a two-state solution. 1,000
    Wild Bird Fund
    565 Columbus Avenue
    New York,NY10024     		NONE PC To rehabilitate over 3000 sick, injured or orphaned wildlife and release them back to the wilds of New York City. 500
    Jewish Community Center Manhattan
    334 Amsterdam Ave
    New York,NY10023     		NONE PC To create opportunities for people to connect, grow, and learn within an ever-changing Jewish landscape. 250
    WNYC
    160 Varick Street
    New York,NY10013     		NONE PC To support New York's flagship public radio stations, broadcasting the finest programs from NPR, American Public Media, Public Radio International and the BBC World Service, as well as a wide range of award-winning local programming. 700
    World Food Program
    1725 I Street NW Suite 510
    Washington,DC20006     		NONE PC To provide hope to communities affected by natural disaster, refugees surviving conflict and families living in extreme poverty. 1,500
    Planned Parenthood
    67 Holly Hill Rd
    Greenwich,CT06830     		NONE PC To ensure access to quality health care, education, and information for all individuals and families worldwide. 2,000
    WBAI
    388 Atlantic Ave
    Brooklyn,NY11217     		NONE PC To promote the full distribution of public information; to obtain access to sources of news not commonly brought together in the same medium; and to employ such varied sources in the public presentation of accurate, objective, comprehensive news on all matters vitally affecting the community. 265
    Plan International
    155 Plan Way
    Warwick,RI02886     		NONE PC A child rights organization working with communities in many countries to alleviate child poverty so that children can realize their full potential. 420
    National Wildlife Federation
    PO Box 1583
    Merrifield,VA22116     		NONE PC To protect natural resources and safeguarding America's wildlife and wild places for future generations. 100
    Concerts by the Square
    1469 McAllister Street
    San Francisco,CA94115     		NONE PC Concerts by the Square offers a distinctly old world style of salon music experience, but the musical offerings are fresh and wide-ranging. 150
    St Jude Hospital
    311 California Street 650
    San Francisco,CA94104     		NONE PC To advance cures and means of prevention for pediatric catastrophic diseases through research and treatment. 1,000
    Jewish Home for the Aged
    302 Silver Avenue
    San Francisco,CA94112     		  PC Operated by a 501(c)(3) nonprofit corporation, the Jewish Home serves approximately 1800 patients and residents each year on its nine-acre campus. Non-residential care is offered through the Home. 1,000
    Alzeimers Association
    2 Jefferson Plaza Suite 103
    Poughkeepsie,NY12260     		NONE PC The mission of the Alzheimer Association is to eliminate Alzheimer's disease through the advancement of research, provide and enhance care and support for all affected, and reduce the risk of dementia through the promotion of brain health. 250
    George Mason University Foundation
    4400 University Drive
    Fairfax,VA22030     		NONE PC Investigate climate change and support for climate policies. 500
    American Civil Liberties Union ACLU
    39 Drumm Street
    San Francisco,CA94111     		NONE PC Defending human rights. 1,000
    American Associates Ben-Gurion Univ
    1002 Avenue of the Americas 19thFl
    New York,NY10018     		NONE PC Raising awareness and support for Ben-Gurion University of the Negev and the people of the region. 700
    Health Wagon
    5626 Patriot Dr
    Wise,VA24293     		NONE PC Deliver health care in the central Appalachian region. 200
    San Francisco Parks Alliance
    1663 Mission St 320
    San Francisco,CA94103     		NONE PC To promote civic engagement and philanthropy to protect sustain and enrich San Francsico Parks and open spaces. 250
    World Central Kitchen
    1875 Connecticut Ave NW 10th Floor
    Washington,DC20009     		NONE PF Use the power of food to empower communities and strengthen economies. 1,000
    The Fromm Institute
    2130 Fulton St
    San Francisco,CA94117     		NONE PC To support the institute's daytime courses for retired adults over 50. 750
    Ikar
    1737 S La Cienega Blvd
    Los Angeles,CA90035     		NONE PC To support a post-denominational Jewish congregation and community. 1,500
    Noe Valley Chamber Music
    1021 Sanchez Street
    San Francisco,CA94114     		NONE PC To support presenting chamber music performances by Bay Areas most outstanding artists and ensembles in warm and intimate concert venues. 1,000
    Marin Shakespeare
    890 Belle Ave
    San Rafael,CA94901     		NONE PC To support Marin Shakespeares mission is to serve as a vibrant catalyst for cultural engagement, education, and social justice to benefit the people of Marin, the San Francisco Bay Area, and beyond. 1,000
    NewGround
    1200 West 7th Street Ste 906D
    Los Angeles,CA90017     		NONE PC To support community-building organization that creates, connects and empowers Jewish and Muslim change-makers in America. 250
    Feeding America
    35 East Wacker Drive Suite 2000
    Chicago,IL60601     		NONE PC To support the nations largest domestic hunger-relief organizations working to connect people with food and end hunger 750
    San Francisco Botanical Garden
    1199 9th Ave
    San Francisco,CA94122     		NONE PC To connect people to plants, the planet, and each other. 290
    Compass Family Services
    37 Grove Street
    San Francisco,CA94102     		NONE PC To help provide a wide variety of human services to homeless and at-risk of homelessness families 700
    GLIDE Memorial Church
    330 Ellis St
    San Francisco,CA94102     		NONE PC To alleviate suffering and break the cycles of poverty and marginalization 500
    Jewish Center for Justice
    11960 Sunset Blvd
    Los Angeles,CA90049     		NONE PC To provide a forum to educate the public about violations committed against the constitution to foster an educated, informed and mobilized public. 250
    Leo Baeck Temple
    1300 N Sepulveda Blvd
    Los Angeles,CA90049     		NONE PC To reform synagogue committed to sharing moral, spiritual and intellectual nourishment with each other and the world. 250
    The Michael J Fox Foundation for Pa
    PO Box 4777
    New York,NY10163     		NONE PC To accelerate the next generation of Parkinsons disease (PD) treatments. 1,000
    NAACP
    4805 Mt Hope Drive
    Baltimore,MD21215     		NONE PC To promote a society in which all individuals have equal rights without discrimination based on race. 1,000
    Raphael House
    1065 Sutter St
    San Francisco,CA94109     		NONE PC To help low-income families and families experiencing homelessness strengthen family bonds by achieving stable housing and financial independence. 500
    St Anthony's Foundation
    150 Golden Gate Avenue
    San Francisco,CA94102     		NONE PC To feed, heal, shelter, clothe, lift the spirits of those in need, and create a society in which all persons flourish. 500
    The Jewish News of Northern Califor
    225 Bush Street Suite 480
    San Francisco,CA94104     		NONE PC To connect, enlighten and strengthen the multi-faceted Jewish community of Northern California. 200
    Truthdig
    1158 26th St No 443
    Santa Monica,CA90403     		NONE PC To dig beneath the headlines, provide expert reporting and commentary from a progressive point of view and offer an outlet for original work by exceptional journalists. 200
    UCLA YS Nazarian Center - Israel St
    11355 Bunche Hall
    Los Angeles,CA90095     		NONE PC To promote the study of modern Israel. 250
    Total .................................bullet 3a 52,835
    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 31,781  
    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 9,873  
    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)..   41,654  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    41,654
    (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: 20011551
    Software Version: 2020v4.0


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    Weisman Foundation
     
    co Judy Nadel
    EIN:
    95-6027464
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting Fees 2,910 1,455 0 1,455

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    Weisman Foundation
     
    co Judy Nadel
    EIN:
    95-6027464
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Name of Bond End of Year Book Value End of Year Fair Market Value
    Schwab/Goldman Sachs 4.25%    
    Schwab/BP Capital Mkt 3.814%24F 50,722 54,871
    Schwab/JP Morgan Chase 3.25%22 45,031 47,278
    Schwab/Monsanto Co 2.75%21 44,128 45,144
    Schwab/Anheuser-Busch 2.625%23    
    Schwab/Host Hotels Resor 4.5%26 50,299 54,639
    Schwab/Cisco Sytems 30,476 32,979
    Schwab/Bank of America 2.25%20    
    Schwab/Pinnacle Bk Nashv 0.9%22 50,000 50,500

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    Weisman Foundation
     
    co Judy Nadel
    EIN:
    95-6027464
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Amer/Dfa Emer Mkt Val Ptf 4,268 3,826
    Amer/Dfa Intl Sm Cap 15,359 14,388
    Amer/Dfa US Sm Cap 3,318 3,707
    Amer/Dfa Intl Value Ptf 13,358 10,334
    Amer/Dfa Global Equity Ptf 20,491 35,146
    Schwab/Vanguard High Dividend 142,668 219,458
    Schwab/Vanguard Total Stock Market 72,376 139,454
    Schwab/Vanguard Total World 50,606 80,009
    Schwab/Pimco Incm CL D:Pondx 25,376 25,056
    Schwab/Chevron Corporation 9,021 8,624
    Schwab/Union Pacific Corp 8,606 21,071
    Schwab/Osterweis Strategic Inc Fund 10,636 11,721
    Schwab/Tiaa Cref High Yield Fund 26,115 29,331
    Schwab/Vanguard Div Appr Index Fund 5,153 9,179
    Schwab/Vanguard Tot Int'l Stock 20,224 30,617
    Schwab/Vanguard Dividend Appr Etf 21,963 28,379
    Schwab/Vanguard Div Growth FD Investor 10,076 14,249
    Schwab/Vanguard FTSE Emerging Markets 14,967 20,324
    Schwab/Vanguard FTSE All World ETF VEU 10,125 11,672

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    Weisman Foundation
     
    co Judy Nadel
    EIN:
    95-6027464
    Software ID:
    20011551
    Software Version:
    2020v4.0
    US Government Securities - End of Year Book Value:

     
    US Government Securities - End of Year Fair Market Value:

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


    16,704
    State & Local Government Securities - End of Year Fair Market Value:


    15,677


    TY 2020 OtherAssetsSchedule
    Name:
    Weisman Foundation
     
    co Judy Nadel
    EIN:
    95-6027464
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Oil & Gas Right - Nominal Value 100 100 100


    TY 2020 OtherExpensesSchedule
    Name:
    Weisman Foundation
     
    co Judy Nadel
    EIN:
    95-6027464
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Filing Fee 10 10    
    Renewal Fee 25 25    


    TY 2020 OtherIncreasesSchedule
    Name:
    Weisman Foundation
     
    co Judy Nadel
    EIN:
    95-6027464
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Amount
    Non-dividend Distributions 858


    TY 2020 TaxesSchedule
    Name:
    Weisman Foundation
     
    co Judy Nadel
    EIN:
    95-6027464
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Federal Taxes 580 580    
    Foreign Taxes 177 177