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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 07-01-2021 , and ending 06-30-2022
Name of foundation
CHARLES L WEISBERG FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1400 WILLOW AVE 704
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LOUISVILLE, KY40204
A Employer identification number

61-1190609
B Telephone number (see instructions)

(502) 459-1921
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$2,372,743J 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) 2,432
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 19,195 19,195  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 122,480
b Gross sales price for all assets on line 6a 289,329
7 Capital gain net income (from Part IV, line 2)... 122,480
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........ 144,107 141,675  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest............... 2 2   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 6,600 0   0
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 attachment 13,245 13,245   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 19,847 13,247   0
25 Contributions, gifts, grants paid....... 266,321 266,321
26 Total expenses and disbursements. Add lines 24 and 25 286,168 13,247   266,321
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -142,061
b Net investment income (if negative, enter -0-) 128,428
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 121,795 51,323 51,323
2 Savings and temporary cash investments......... 310,348 152,242 152,242
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,025,761 Click to see attachment1,154,840 2,169,178
c Investments—corporate bonds (attach schedule)....... 42,486 0 0
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 27,542 Click to see attachment27,466 0
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) 1,527,932 1,385,871 2,372,743
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 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........ -1,036 -1,036
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 1,528,968 1,386,907
29 Total net assets or fund balances (see instructions)..... 1,527,932 1,385,871
30 Total liabilities and net assets/fund balances (see instructions). 1,527,932 1,385,871
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
1,527,932
2
Enter amount from Part I, line 27a .....................
2
-142,061
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,385,871
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
1,385,871
Form 990-PF (2021)
Form 990-PF (2021)
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 UBS FRANK LT SALES P    
b UBS FRANK ST SALES P    
c UBS RON ST SALES P    
d UBS RON LT SALES P    
e UBS MICHAEL ST SALES P    
UBS ROBYN LT SALES P    
UBS BRIELLE LT SALES P    
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 40,749   15,177 25,572
b 87,168   67,207 19,961
c 34,605   34,498 107
d 35,000   23,838 11,162
e 23,053   23,746 -693
4,344   2,051 2,293
23,692   332 23,360
40,718     40,718
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       25,572
b       19,961
c       107
d       11,162
e       -693
      2,293
      23,360
      40,718
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 2 122,480
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 1,785
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 1,785
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 5,793
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,793
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 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 4,008
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet4,008 RefundedBullet 11 0
Part VI-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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletKY
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 ofbulletRON WEISBERG Telephone no.bullet (502) 459-1921

    Located atbullet295 N HUBBARDS LN 102LOUISVILLEKY ZIP+4bullet40207
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    FRANK WEISBERG VICE PRES.
    1.00     		0 0 0
    3550 GLENVIEW
    LOUISVILLE,KY40025
    RONALD WEISBERG PRESIDENT
    1.00     		0 0 0
    1400 WILLOW AVE 704
    LOUISVILLE,KY40204
    ALAN WEISBERG TREASURER
    1.00     		0 0 0
    1401 BRICKELL AVE 800
    MIAMI,FL33131
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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.............bullet0
    Part VIII-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 VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    2,513,863
    b
    Average of monthly cash balances.......................
    1b
    339,025
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,852,888
    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
    2,852,888
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    42,793
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    2,810,095
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    140,505
    Part X
    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 IX, line 6..................
    1
    140,505
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    1,785
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,785
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    138,720
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    138,720
    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 XII, line 1 ...
    7
    138,720
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 138,720
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 29,320
    b From 2017...... 14,576
    c From 2018...... 100,846
    d From 2019...... 127,539
    e From 2020...... 170,809
    f Total of lines 3a through e ........ 443,090
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 266,321
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 138,720
    e Remaining amount distributed out of corpus 127,601
    5 Excess distributions carryover applied to 2021. 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 5 570,691
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		29,320
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		541,371
    10 Analysis of line 9:
    a Excess from 2017.... 14,576
    b Excess from 2018.... 100,846
    c Excess from 2019.... 127,539
    d Excess from 2020.... 170,809
    e Excess from 2021.... 127,601
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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).)
    FRANK WEISBERG
    RONALD WEISBERG
    ALAN WEISBERG
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    AMERICAN HEART ASSOCIATION
    240 WHITTINGTON PKWY
    LOUISVILLE,KY40222     		NONE   GENERAL FUND 40
    AUDUBON SOCIETY
    PO BOX 22162
    LOUISVILLE,KY40222     		NONE   GENERAL FUND 25
    BLOOM JEWISH MUSIC FOUNDATION
    323 CONSHOHOCKEN STATE ROAD
    PENN VALLEY,PA19072     		NONE   GENERAL FUND 650
    CASA OF THE RIVER REGION
    982 EASTERN PARKWAY BOX 9
    LOUISVILLE,KY40217     		NONE   GENERAL FUND 50
    CENTER FOR WOMEN AND FAMILIES
    PO BOX 2048
    LOUISVILLE,KY40201     		NONE   GENERAL FUND 85
    CONGREGATION ADATH JESHURUN
    2401 WOODBOURNE AVE
    LOUISVILLE,KY40205     		NONE   GENERAL FUND 13,502
    CONGREGATION ANSHEI SFARD
    3630 DUTCHMANS LN 2ND FLOOR
    LOUISVILLE,KY40205     		NONE   GENERAL FUND 79
    CRUSADE FOR CHILDREN
    520 WEST CHESTNUT ST
    LOUISVILLE,KY40202     		NONE   GENERAL FUND 100
    DARE TO CARE
    5803 FERN VALLEY RD
    LOUISVILLE,KY40228     		NONE   GENERAL FUND 150
    DOCTORS WITHOUT BORDERS
    40 RECTOR STREET 16TH FLOOR
    NEW YORK,NY10006     		NONE   GENERAL FUND 700
    FEEDING AMERICA
    161 N CLARK ST STE 700
    CHICAGO,IL60601     		NONE   GENERAL FUND 175
    FRIENDS OF SMITHSONIAN
    PO BOX 37012 MRC 712
    WASHINGTON,DC20013     		NONE   GENERAL FUND 35
    HARBOR HOUSE
    2231 LOWER HUNTERS TRACE
    LOUISVILLE,KY40216     		NONE   GENERAL FUND 25
    HONORABLE ORDER OF KENTUCKY COLONELS
    943 SOUTH FOURTH STREET
    LOUISVILLE,KY40203     		NONE   GENERAL FUND 100
    IMPACT 100 LOUISVILLE
    3044 BARDSTOWN ROAD 269
    LOUISVILLE,KY40205     		NONE   GENERAL FUND 2,000
    JANE GOODALL INSTITUTE
    1120 20TH ST NW 520S
    WASHINGTON,DC20036     		NONE   GENERAL FUND 35
    JEWISH COMMUNITY CENTER
    3600 DUTCHMANS LN
    LOUISVILLE,KY40205     		NONE   GENERAL FUND 151,108
    JEWISH FEDERATION OF LOUISVILLE
    3600 DUTCHMANS LN
    LOUISVILLE,KY40205     		NONE   GENERAL FUND 800
    JUNIOR ACHIEVEMENT
    ONE EDUCATION WAY
    COLORADO SPRINGS,CO80906     		NONE   GENERAL FUND 100
    KENESETH ISRAEL
    2531 TAYLORSVILLE RD
    LOUISVILLE,KY40205     		NONE   GENERAL FUND 18
    KET
    560 COOPER DRIVE
    LEXINGTON,KY40502     		NONE   GENERAL FUND 100
    KOSAIR SHRINE CIRCUS
    4120 BARDSTOWN RD
    LOUISVILLE,KY40218     		NONE   GENERAL FUND 50
    LOUISVILLE PUBLIC MEDIA
    619 S FOURTH STREET
    LOUISVILLE,KY40202     		NONE   GENERAL FUND 50
    MARYHURST
    1015 DORSEY LN
    LOUISVILLE,KY40223     		NONE   GENERAL FUND 75
    NATIONAL GEOGRAPHIC SOCIETY
    1145 17TH STREET NW
    WASHINGTON,DC20036     		NONE   GENERAL FUND 50
    NATIONAL PARK FOUNDATION
    1500 K STREET NW SUITE 700
    WASHINGTON,DC20005     		NONE   GENERAL FUND 50
    NATIONAL WILDLIFE FEDERATION
    2300 SOUTHERN BOULEVARD BRONX
    NEW YORK,NY10460     		NONE   GENERAL FUND 25
    NATURE CONSERVANCY
    4245 N FAIRFAX DRIVE SUITE 100
    ARLINGTON,VA22203     		NONE   GENERAL FUND 65
    PAWS WITH PURPOSE
    3411 BARDSTOWN ROAD
    LOUISVILLE,KY40218     		NONE   GENERAL FUND 5,264
    PETER LONDON GLOBAL
    PO BOX 611671
    NORTH MIAMI,FL33261     		NONE   GENERAL FUND 1,230
    RLS FOUNDATION
    3006 BEE CAVES ROAD SUITE D206
    AUSTIN,TX78746     		NONE   GENERAL FUND 200
    SPECIAL OLYMPICS OF KENTUCKY
    105 LAKEVIEW COURT
    FRANKFORT,KY40601     		NONE   GENERAL FUND 100
    SPEED ART MUSEUM
    2035 S 3RD ST
    LOUISVILLE,KY40208     		NONE   GENERAL FUND 2,100
    ST JUDE'S
    501 ST JUDE PLACE
    MEMPHIS,TN38105     		NONE   GENERAL FUND 53
    THE TEMPLE
    5101 US-42
    LOUISVILLE,KY40241     		NONE   GENERAL FUND 225
    WORLD WILDLIFE FUND
    1250 24TH STREET NW
    WASHINGTON,DC20037     		NONE   GENERAL FUND 50
    WOUNDED WARRIOR PROJECT
    PO BOX 758516
    TOPEKA,KS66675     		NONE   GENERAL FUND 150
    ALZHEIMERS DISEASE RESEARCH
    800 SOUTH LIMESTONE STREET
    LEXINGTON,KY40536     		NONE   GENERAL FUND 50
    AMERICAN ASSOCIATES BEN-GURION UNIVESITY
    1001 AVENUE OF THE AMERICAS 19TH
    FLOOR
    NEW YORK,NY10018     		NONE   GENERAL FUND 50
    AMERICAN COMMITTEE FOR WEIZMAN
    633 THIRD AVENUE
    NEW YORK,NY10017     		NONE   GENERAL FUND 150
    AMERICAN FOUNDATION FOR THE BLIND
    1101 WILSON BLVD 6TH FLOOR
    ARLINGTON,VA22209     		NONE   GENERAL FUND 35
    AMERICAN SOCIETY FOR YAD VASHEM
    500 5TH AVE 42ND FLOOR
    NEW YORK,NY10110     		NONE   GENERAL FUND 50
    AMERICARES
    88 HAMILTON AVE
    STAMFORD,CT06902     		NONE   GENERAL FUND 50
    AMNESTY INTERNATIONAL
    CALLE LUZ SAVINO 519 COLONIA DEL
    VALLE
    MEXICO CITY   03100
    MX     		NONE   GENERAL FUND 60
    ANTI DEFAMATION LEAGUE
    605 THIRD AVENUE
    NEW YORK,NY10158     		NONE   GENERAL FUND 215
    BEYOND HOUSING
    6506 WRIGHT WAY
    ST LOUIS,MO63121     		NONE   GENERAL FUND 350
    BOCA RATON ROTARY
    301 YAMATO ROAD
    BOCA RATON,FL33431     		NONE   GENERAL FUND 1,000
    BRIDGEHAVEN
    950 S 1ST ST
    LOUISVILLE,KY40203     		NONE   GENERAL FUND 36
    CAPITOL CITY MED TEAMS
    3275 CRESTVIEW DR S
    SALEM,OR97302     		NONE   GENERAL FUND 600
    CENTER FOR SUCCESSFUL AGING
    5601 LOCH RAVEN BLVD STE 502
    BALTIMORE,MD21239     		NONE   GENERAL FUND 100
    CENTRAL REFORM CONGREGATION
    5020 WATERMAN BLVD
    ST LOUIS,MO63108     		NONE   GENERAL FUND 2,000
    CHARITY NAVIGATOR
    299 MARKET STREET STE 250
    SADDLE BROOK,NJ07663     		NONE   GENERAL FUND 50
    CITIZEN OF LOUISVILLE ORGANIZED AND UNITED TOGETHER
    1113 S FOURTH STREET STE 350
    LOUISVILLE,KY40203     		NONE   GENERAL FUND 750
    CLAYTON HIGH
    1 MARK TWAIN CIR
    CLAYTON,MO63105     		NONE   GENERAL FUND 600
    CMN DANCE MARATHON
    205 WEST 700 SOUTH STREET
    SALT LAKE CITY,UT84101     		NONE   GENERAL FUND 207
    COLLEGE BOUND FOUNDATION
    2601 N HOWARD ST STE 210
    BALTIMORE,MD21218     		NONE   GENERAL FUND 350
    CONTEMPORARY ART MUSEUM
    3750 WASHINGTON AVE
    ST LOUIS,MO63108     		NONE   GENERAL FUND 500
    EARTHWATCH
    300 WASHINGTON STREET STE 713
    NEWTON,MA02458     		NONE   GENERAL FUND 95
    FINCA
    1201 15TH STREET NW 8TH FLOOR
    WASHINGTON,DC20005     		NONE   GENERAL FUND 100
    FACTS AND LOGIC ABOUT THE MIDDLE EAST
    PO BOX 3460
    BERKELEY,CA94703     		NONE   GENERAL FUND 50
    FRIENDS OF WLRN
    PO BOX 01-9731
    MIAMI,FL33101     		NONE   GENERAL FUND 75
    FRIENDS OF YAD SARAH
    445 PARK AVE 1702
    NEW YORK,NY10022     		NONE   GENERAL FUND 35
    FUND FOR THE ARTS
    623 W MAIN ST
    LOUISVILLE,KY40202     		NONE   GENERAL FUND 500
    FUNDING ARTS NETWORK
    PO BOX 331864
    MIAMI,FL33233     		NONE   GENERAL FUND 2,450
    GIFTS TO FINE ARTS HITE ART INSTITUTE
    104 SCHNEIDER HALL 2301 S 3RD ST
    WALK
    LOUISVILLE,KY40292     		NONE   GENERAL FUND 3,000
    GREATER MIAMI JEWISH FEDERATION
    4200 BISCAYNE BLVD
    MIAMI,FL33137     		NONE   GENERAL FUND 15,360
    HADASSAH
    40 WALL STREET
    NEW YORK,NY10005     		NONE   GENERAL FUND 150
    HIAS
    1300 SPRING STREET STE 500
    SILVER SPRING,MD20910     		NONE   GENERAL FUND 250
    HILLEL
    800 EIGHTH STREET NW
    WASHINGTON,DC20001     		NONE   GENERAL FUND 50
    HOLOCAUST MUSEUM
    100 RAOUL WALLENBERG PL SW
    WASHINGTON,DC20024     		NONE   GENERAL FUND 86
    HOME OF THE INNOCENTS
    1100 E MARKET ST
    LOUISVILLE,KY40206     		NONE   GENERAL FUND 50
    JBI INTERNATIONAL
    110 EAST 30TH STREET
    NEW YORK,NY10016     		NONE   GENERAL FUND 50
    JEWISH FAMILY AND CAREER SERVICES
    2821 KLEMPNER WAY
    LOUISVILLE,KY40205     		NONE   GENERAL FUND 30,262
    JEWISH FILM FESTIVAL
    3600 DUTCHMANS LN
    LOUISVILLE,KY40205     		NONE   GENERAL FUND 100
    KOZYAK MINORITY MENTORING FOUNDATION
    2525 PONCE DE LEON BLVD 9TH FLOOR
    CORAL GABLES,FL33134     		NONE   GENERAL FUND 1,000
    LEHRAM COMMUNITY DAY SCHOOL
    727 77TH STREET
    MIAMI BEACH,FL33141     		NONE   GENERAL FUND 144
    LIBROS FOR LEARNING
    7614 SIMS RD
    WAXHAW,NC28173     		NONE   GENERAL FUND 1,200
    MACULAR DEGENERATION ASSOCIATION
    5969 CATTLERIDGE BLVD
    SARASOTA,FL34232     		NONE   GENERAL FUND 50
    MAGEN DAVID ADAM
    20 W 36TH ST STE 1100
    NEW YORK,NY10018     		NONE   GENERAL FUND 50
    MEMRI
    PO BOX 27837
    WASHINGTON,DC20038     		NONE   GENERAL FUND 50
    MCCJ
    150 SE 2ND AVE STE 914
    MIAMI,FL33131     		NONE   GENERAL FUND 500
    MERCY CORPS
    PO BOX 37800
    BOONE,IA50037     		NONE   GENERAL FUND 50
    MOTHERS AGAINST DRUNK DRIVING
    511 E JOHN CARPENTER FREEWAY
    IRVING,TX75062     		NONE   GENERAL FUND 50
    MULTIPLE SCLEROSIS FOUNDATION
    375 KINGS HIGHWAY NORTH
    CHERRY HILL,NJ08034     		NONE   GENERAL FUND 40
    NATIONAL FEDERATION OF THE BLIND
    200 EAST WELLS ST
    BALTIMORE,MD21230     		NONE   GENERAL FUND 50
    NATIONAL GLAUCOMA RESEARCH
    22512 GATEWAY CENTER DR
    CLARKSBURG,MD20871     		NONE   GENERAL FUND 50
    NCJW MIAMI
    4144 CHASE AVE
    MIAMI BEACH,FL33140     		NONE   GENERAL FUND 414
    NEW ROOTS
    1800 PORTLAND AVE 1060
    LOUISVILLE,KY40203     		NONE   GENERAL FUND 8,036
    OPERATION SMILE
    3641 FACULTY BOULEVARD
    VIRGINIA BEACH,VA23453     		NONE   GENERAL FUND 125
    ORLEANS POND COALITION
    PO BOX 2485
    ORLEANS,MA02653     		NONE   GENERAL FUND 100
    OXFAM AMERICA
    226 CAUSEWAY ST
    BOSTON,MA02114     		NONE   GENERAL FUND 50
    PARTNERS IN HEALTH
    800 BOYLSTON ST STE 300
    BOSTON,MA02199     		NONE   GENERAL FUND 50
    PATHWAYS FOR KIDS
    331 FILBERT STREET
    SAN FRANCISCO,CA94133     		NONE   GENERAL FUND 100
    PERKINS SCHOOL FOR THE BLIND
    175 N BEACON ST
    WATERTOWN,MA02472     		NONE   GENERAL FUND 50
    PROJECT FRIENDSHIIP
    1001 BRECKENRIDGE LN 105
    LOUISVILLE,KY40207     		NONE   GENERAL FUND 100
    PROJECT HOPE
    PO BOX 5029
    HAGERSTOWN,MD21741     		NONE   GENERAL FUND 50
    PROSTATE CANCER FOUNDATION
    1250 FOURTH STREET
    SANTA MONICA,CA90401     		NONE   GENERAL FUND 50
    RANSOM EVERGLADES
    2045 SOUTH BAYSHORE DR
    MIAMI,FL33133     		NONE   GENERAL FUND 5,000
    SAVE THE CHILDREN
    501 KINGS HIGHWAY EAST STE 400
    FAIRFIELD,CT06825     		NONE   GENERAL FUND 50
    SIERRA CLUB
    2101 WEBSTER ST STE 1300
    OAKLAND,CA94612     		NONE   GENERAL FUND 25
    SIMON WIESENTHAL CENTER
    1399 SOUTH ROXBURY DR
    LOS ANGELES,CA90035     		NONE   GENERAL FUND 200
    SMILE TRAIN
    633 THIRD AVE 9TH FLOOR
    NEW YORK,NY10017     		NONE   GENERAL FUND 175
    SOUTHERN POVERTY LAW CENTER
    400 WASHINGTON AVE
    MONTGOMERY,AL36104     		NONE   GENERAL FUND 200
    ST LOUIS CHILDRENS HOSPITAL
    1 CHILDRENS PL
    ST LOUIS,MO63110     		NONE   GENERAL FUND 500
    ST LOUIS JEWISH LIGHT
    PO BOX 78369
    ST LOUIS,MO63178     		NONE   GENERAL FUND 36
    STLPR
    3651 OLIVE ST
    ST LOUIS,MO63108     		NONE   GENERAL FUND 200
    TECHNOSERVE
    1777 N KENT SREET STE 1100
    ARLINGTON,VA22209     		NONE   GENERAL FUND 50
    TEMPLE BETH SHALOM
    4615 LOWE ROAD
    LOUISVILLE,KY40220     		NONE   GENERAL FUND 4,525
    CENTER FOR VICTIMS OF TORTURE
    2356 UNIVERSITY AVE WEST STE 430
    ST PAUL,MN55114     		NONE   GENERAL FUND 50
    FOWARD FUND INC
    125 MAIDEN LANE
    NEW YORK,NY10038     		NONE   GENERAL FUND 860
    NEW HAVEN ECOLOGY PROJECT
    358 SPRINGSIDE AVE
    NEW HAVEN,CT06515     		NONE   GENERAL FUND 500
    THE PEACE PROJECT
    3830 MAIN STREET
    CULVER CITY,CA90232     		NONE   GENERAL FUND 500
    TIP IT FORWARD
    1347 SOUTH THIRD ST STE 208
    LOUISVILLE,KY40208     		NONE   GENERAL FUND 200
    TREES LOUISVILLE
    PO BOX 5816
    LOUISVILLE,KY40255     		NONE   GENERAL FUND 36
    UNICEF
    125 MAIDEN LANE
    NEW YORK,NY10038     		NONE   GENERAL FUND 75
    UNION OF CONCERNED SCIENTISTS
    1825 K ST NW STE 800
    WASHINGTON,DC20006     		NONE   GENERAL FUND 50
    UNITING PARTNERS FOR WOMEN AND CHILDREN
    1300 S FOURTH STREET STE 250
    LOUISVILLE,KY40208     		NONE   GENERAL FUND 1,000
    WORLD OF JEWISH CONGRESS
    PO BOX 70343
    PHILADELPHIA,PA19176     		NONE   GENERAL FUND 100
    TRANSITIONS INC
    1550 NW 3RD AVE BUILDING C
    MIAMI,FL33136     		NONE   GENERAL FUND 150
    Total .................................bullet 3a 266,321
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ....          
    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 ............     		    18 122,480  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 141,675 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    141,675
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    CHARLES L WEISBERG FAMILY FOUNDATION
    EIN:
    61-1190609
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCKS 1,154,840 2,169,178

    TY 2021 InvestmentsOtherSchedule2
    Name:
    CHARLES L WEISBERG FAMILY FOUNDATION
    EIN:
    61-1190609
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    OTHER INVESTMENTS AT COST 27,466 0

    TY 2021 OtherExpensesSchedule
    Name:
    CHARLES L WEISBERG FAMILY FOUNDATION
    EIN:
    61-1190609
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BROKER FEES 13,245 13,245   0


    TY 2021 TaxesSchedule
    Name:
    CHARLES L WEISBERG FAMILY FOUNDATION
    EIN:
    61-1190609
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX 6,600 0   0