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 01-01-2021 , and ending 12-31-2021
Name of foundation
BARTON AND SHIRLEY WEISMAN
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)17603 LAKE ESTATES DRIVE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOCA RATON, FL33496
A Employer identification number

58-2684069
B Telephone number (see instructions)

(954) 491-2000
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$7,476,362
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 482,487
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 204,754 204,754  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 290,789
b Gross sales price for all assets on line 6a 474,273
7 Capital gain net income (from Part IV, line 2)... 290,789
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........ 978,030 495,543  
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)....... 5,620 2,810   2,810
c Other professional fees (attach schedule).... 30 30   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 29,685 338   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 239 120   119
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 35,574 3,298   2,929
25 Contributions, gifts, grants paid....... 782,877 782,877
26 Total expenses and disbursements. Add lines 24 and 25 818,451 3,298   785,806
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 159,579
b Net investment income (if negative, enter -0-) 492,245
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.............      
2 Savings and temporary cash investments......... 1,586,614 1,098,180 1,098,180
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)....... 2,362,548 Click to see attachment2,899,209 6,378,182
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
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) 3,949,162 3,997,389 7,476,362
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........ 1,735,647 1,735,647
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 2,213,515 2,261,742
29 Total net assets or fund balances (see instructions)..... 3,949,162 3,997,389
30 Total liabilities and net assets/fund balances (see instructions). 3,949,162 3,997,389
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
3,949,162
2
Enter amount from Part I, line 27a .....................
2
159,579
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
332
4
Add lines 1, 2, and 3 ..........................
4
4,109,073
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
111,684
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,997,389
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 PUBLICLY TRADED SECURITIES - MS #33203 P    
b PUBLICLY TRADED SECURITIES - MS #33203 P    
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 96,815   68,044 28,771
b 377,458   115,440 262,018
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       28,771
b       262,018
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 290,789
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 6,842
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 6,842
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 17,720
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 17,720
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 10,878
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet10,878 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)
    bulletFL
    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 ofbulletSHIRLEY WEISMAN Telephone no.bullet (954) 491-2000

    Located atbullet17603 LAKE ESTATES DRBOCA RATONFL ZIP+4bullet33496
    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
    ANDREW WEISMAN DIRECTOR
    1.00
    0 0 0
    7742 STONEGATE BLVD
    PARKLAND,FL33076
    BARTON WEISMAN DIRECTOR
    1.00
    0 0 0
    17603 LAKE ESTATES DRIVE
    BOCA RATON,FL33496
    MARCIA LANGLEY DIRECTOR
    1.00
    0 0 0
    500 S E 5TH AVE APT 502
    BOCA RATON,FL33432
    SHIRLEY WEISMAN DIRECTOR
    1.00
    0 0 0
    17603 LAKE ESTATES DRIVE
    BOCA RATON,FL33496
    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
    7,551,030
    b
    Average of monthly cash balances.......................
    1b
    1,493,782
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    9,044,812
    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
    9,044,812
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    135,672
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    8,909,140
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    445,457
    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
    445,457
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    6,842
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,842
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    438,615
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    438,615
    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
    438,615
    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 7 438,615
    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...... 240,514
    b From 2017...... 299,322
    c From 2018...... 740,365
    d From 2019...... 146,660
    e From 2020...... 740,789
    f Total of lines 3a through e ........ 2,167,650
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 785,806
    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..... 438,615
    e Remaining amount distributed out of corpus 347,191
    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 2,514,841
    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) ...
    240,514
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    2,274,327
    10 Analysis of line 9:
    a Excess from 2017.... 299,322
    b Excess from 2018.... 740,365
    c Excess from 2019.... 146,660
    d Excess from 2020.... 740,789
    e Excess from 2021.... 347,191
    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).)
    BARTON WEISMAN
    SHIRLEY WEISMAN
    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
    PARKLAND CARES
    5769 W SUNRISE BLVD
    FORT LAUDERDALE,FL33313
    N/A PC GENERAL 20,000
    AARP FOUNDATION
    601 E STREET NW
    WASHINGTON,DC20049
    N/A PC SERVES VULNERABLE PEOPLE 50 AND OLDER 150
    ADOLPH & ROSE LEVIS JCC
    9801 DONNA KLEIN BLVD
    BOCA RATON,FL33428
    N/A PC COMMUNITY SERVICES 20,000
    ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION INC
    225 N MICHIGAN AVENUE SUITE 1700
    CHICAGO,IL60601
    N/A PC TO END ALZHEIMER'S AND ALL OTHER DEMENTIA 125
    AMERICAN DIABETES ASSOCIATION INC
    2451 CRYSTAL DRIVE SUITE 900
    ARLINGTON,VA22202
    N/A PC TO PREVENT AND CURE DIABETES, AND TO IMPROVE THE LIVES OF ALL PEOPLE AFFECTED BY DIABETES 100
    AMERICAN HEART ASSOCIATION
    7272 GREENVILLE AVENUE
    DALLAS,TX75231
    N/A PC GENERAL 150
    AMERICAN JEWISH COMMITTEE
    165 E 56TH ST
    NEW YORK,NY10022
    N/A PC GENERAL 3,500
    AMERICAN KIDNEY FUND INC
    11921 ROCKVILLE PIKE SUITE 300
    ROCKVILLE,MD20852
    N/A PC TO HELP PEOPLE FIGHT KIDNEY DISEASE AND LIVE HEALTHIER LIVES 350
    BOCA RATON REGIONAL HOSPITAL FDN
    800 MEADOWS ROAD
    BOCA RATON,FL33486
    N/A PC GENERAL 100,500
    CONGREGATION B'NAI ISRAEL
    2200 YAMATO RD
    BOCA RATON,FL33431
    N/A PC GENERAL 6,050
    DIABETES RESEARCH INSTITUTE FOUNDATION INC
    200 SOUTH PARK ROAD SUITE 100
    HOLLYWOOD,FL33021
    N/A PC TO PROVIDE THE DIABETES RESEARCH INSTITUTE WITH FUNDING NECESSARY TO CURE DIABETES NOW 135
    DISABLED AMERICAN VETERANS
    3725 ALEXANDRIA PIKE
    COLD SPRING,KY41076
    N/A PC EMPOWERING VETERANS 100
    HADASSAH
    40 WALL STREET
    NEW YORK,NY10005
    N/A PC EDUCATION & MEDICAL ASSISTANCE 3,000
    HANDS ON TZEDAKAH INC
    2901 CLINT MOORE ROAD 318
    BOCA RATON,FL33496
    N/A PC TO SUPPORT "SAFETY-NET OR ESSENTIAL, LIFE-SUSTAINING PROGRAMS 15,000
    JEWISH ADOPTION AND FAMILY CARE OPTIONS
    4200 NORTH UNIVERSITY DR
    SUNRISE,FL33351
    N/A PC SERVICES TO ABUSED & NEGLECTED CHILD 47,500
    JEWISH ASSOC FOR RESIDENTIAL CARE
    21160 95TH AVENUE S
    BOCA RATON,FL33428
    N/A PC GENERAL 2,300
    JEWISH FEDERATION OF S PALM BEACH
    1 HARVARD CIRCLE
    WEST PALM BEACH,FL33409
    N/A PC GENERAL 150,000
    LEHIGH UNIVERSITY
    27 MEMORIAL DR W
    BETHLEHEM,PA18015
    N/A PC GENERAL 2,000
    MARCH OF DIMES INC
    1550 CRYSTAL DR SUITE 1300
    ARLINGTON,VA22202
    N/A PC TO FIGHT FOR THE HEALTH OF ALL MOMS AND BABIES 550
    MORGAN PRESSEL FOUNDATION INC
    7559 FAIRMONT CT
    BOCA RATON,FL33431
    N/A PC GENERAL 3,600
    NATIONAL GLAUCOMA RESEARCH
    22512 GATEWAY CENTER DR
    CLARKSBURG,MD20871
    N/A PC SUPPORTING RESEARCH PROJECTS 550
    NATIONAL LAW ENFORCEMENT OFFICERS MEMORIAL FUND INC
    444 E STREET NW
    WASHINGTON,DC20001
    N/A PC TO INSPIRE ALL CITIZENS TO VALUE LAW ENFORCEMENT 100
    NOT MY DAUGHTER
    6820 NW 122ND AVENUE
    PARKLAND,FL33076
    N/A PC GENERAL 20,000
    PARALYZED VETERANS OF AMERICA
    801 18TH STREET NW
    WASHINGTON,DC20006
    N/A PC EDUCATIONAL 220
    PARKINSON FOUNDATION
    200 SE 1ST STREET
    MIAMI BEACH,FL33131
    N/A PC GENERAL 5,000
    PLAY FOR PINK
    28 WEST 44TH STREET
    NEW YORK,NY10036
    N/A PC BREAST CANCER RESEARCH 1,500
    RUTH RALES JEWISH FAMILY SERVICES
    21300 RUTH BARON COLEMA
    BOCA RATON,FL33428
    N/A PC GENERAL 233,000
    TEMPLE BETH EL
    333 SW 4TH AVE
    BOCA RATON,FL33432
    N/A PC GENERAL 58,011
    TIKVA CORP
    8 HENDERSON DRIVE
    WEST CALDWELL,NJ07006
    N/A PC TO PROVIDE VITAL SERVICES TO THE GROWING JEWISH COMMUNITY OF ODESSA, UKRAINE 2,000
    TRUSTEES OF THE UNIVERSITY OF PA
    3451 WALNUT ST
    PHILADELPHIA,PA19104
    N/A PC EDUCATIONAL 1,000
    US HOLOCAUST MEMORIAL MUSEUM
    100 RAOUL WALLENBERG PLAC
    WASHINGTON,DC20024
    N/A PC STUDY OF HOLOCAUST 25,000
    VETERANS OF FOREIGN WARS
    406 WEST 34TH ST
    KANSAS CITY,MO64111
    N/A PC TO SERVE OUR VETERANS, THE MILITARY, AND OUR COMMUNITIES 1,000
    VILLANOVA UNIVERSITY
    800 E LANCASTER AVE
    VILLANOVA,PA19085
    N/A PC GENERAL 2,000
    WOUNDED WARRIOR PROJECT INC
    4899 BELFORT ROAD SUITE 300
    JACKSONVILLE,FL32256
    N/A PC TO HONOR AND EMPOWER WOUNDED WARRIORS 100
    PAPANICOLAOU CORPS FOR CANCER RESEARCH INC
    1191 E NEWPORT CENTER DRIVE SUITE
    107
    DEERFIELD BEACH,FL33442
    N/A PC CANCER RESEARCH 100
    FRIENDS OF THE SMITHSONIAN
    P O BOX 37012 MRC 712
    WASHINGTON,DC20013
    N/A PC TO SUPPORT THE INCREASE AND DIFFUSION OF KNOWLEDGE 160
    ABRAMSON SENIOR CARE FOUNDATION
    5 SENTRY PARKWAY EAST SUITE 100
    BLUE BELL,PA19422
    N/A PC TO ENHANCE THE LIVES OF SENIORS AND CAREGIVERS BY PROVIDING EXTRAORDINARY CARE, PARTNERING IN THEIR PERSONAL JOURNEYS, AND ROOTING OUR APPROACH IN JEWISH VALUES 1,500
    SUSAN G COMEN
    13770 NOEL ROAD SUITE 801889
    DALLAS,TX75380
    N/A PC TO SUPPORT BREAKTHROUGH RESEARCH TO PREVENT AND CURE BREAST CANCER 100
    DISABLED VETERANS NATIONAL FOUNDATION
    4601 FORBES BLVD SUITE 130
    LANHAM,MD20706
    N/A PC TO PROVIDE CRITICALLY NEEDED SUPPORT TO DISABLED AND AT-RISK VETERANS 100
    JEWISH WAR VETERANS OF THE USA
    1811 R STREET NW
    WASHINGTON,DC20009
    N/A PC TO ASSIST JEWISH-AMERICAN IN-SERVICE MILITARY PERSONNEL, VETERANS, AND THEIR FAMILIES 100
    JEWISH NATIONAL FUND
    42 EAST 69TH STREET
    NEW YORK,NY10021
    N/A PC TO ENSURE A STRONG, SECURE, AND PROSPEROUS FUTURE FOR THE LAND AND PEOPLE OF ISRAEL 3,300
    VOLUNTEER FIREFIGHTER ALLIANCE INC
    3121 CIRCLE DRIVE
    WHITE PINE,TN37890
    N/A PC TO ASSIST VOLUNTEER FIRE DEPARTMENTS ACROSS THE NATION 275
    US DEPUTY SHERIFF'S ASSOCIATION
    2233 S WEST ST CT
    WICHITA,KS67213
    N/A PC TO ASSIST AND SUPPORT LAW ENFORCEMENT, THEIR FAMILIES, AND THEIR COMMUNITIES 375
    PLANNED PARENTHOOD
    PO BOX 97166
    WASHINGTON,DC20090
    N/A PC TO PROVIDE VITAL REPRODUCTIVE HEALTH CARE, SEX EDUCATION, AND INFORMATION TO MILLIONS OF PEOPLE WORLDWIDE 1,050
    AMERICAN LEGION
    2133 NW 208TH TER
    PEMBROKE PINES,FL33029
    N/A PC TO SUPPORT OF VETERANS, MILITARY PERSONNEL, AND THEIR FAMILIES 1,500
    THE HERITAGE FOUNDATION
    214 MASSACHUSETTS AVENUE NORTHEAST
    WASHINGTON,DC20002
    N/A PC TO PROMOTE AN AMERICA WHERE FREEDOM, OPPORTUNITY, PROSPERITY, AND CIVIL SOCIETY FLOURISH 100
    SOUTH FL PBS
    3401 SOUTH CONGRESS AVENUE
    BOYNTON BEACH,FL33426
    N/A PC TO ENRICH, STRENGTHEN, AND EMPOWER OUR DIVERSE COMMUNITIES THROUGH TRUSTED BROADCAST AND DIGITAL CONTENT, EXPERIENTIAL LEARNING, AND COMMUNITY ENGAGEMENT ON RELEVANT PLATFORMS 250
    PALM BEACH COUNTY POLICE DEPARTMENT
    3228 GUN CLUB RD
    WEST PALM BEACH,FL33406
    N/A PC COMMITTED TO KEEPING THE TOWN OF PALM BEACH AMONG THE SAFEST COMMUNITIES IN THE NATION 100
    NEW JERSEY PEDIATRIC PATIENTS CHARITABLE TRUST FUND - NJPPCTF
    1304 LAUREL OAK ROAD
    VOORHEES,NJ08043
    N/A PC TO PROVIDE FUNDING FOR THE ACQUISITION OF RECREATIONAL AND EDUCATIONAL EQUIPMENT AND SUPPLIES FOR SPECIAL NEEDS CHILDREN 600
    AMERICAN LUNG ASSOCIATION
    55 W WACKER DRIVE SUITE 1150
    CHICAGO,IL60601
    N/A PC TO SAVE LIVES BY IMPROVING LUNG HEALTH AND PREVENTING LUNG DISEASE 50
    FLORIDA VETERANS FOUNDATION
    400 SOUTH MONROE STREET SUITE 2107
    TALLAHASSEE,FL32399
    N/A PC TO ADVOCATE WITH PURPOSE AND PASSION FOR FLORIDA VETERANS AND LINK THEM TO SUPERIOR SERVICES, BENEFITS AND SUPPORT 2,500
    ASPCA
    424 E 92ND ST
    NEW YORK,NY10128
    N/A PC TO SUPPORT THE PREVENTION OF ANIMAL CRUELTY 200
    AMERICAN FOUNDATION FOR THE BLIND
    1401 SOUTH CLARK STREET SUITE 730
    ARLINGTON,VA22202
    N/A PC TO CREATE A WORLD OF NO LIMITS FOR PEOPLE WHO ARE BLIND OR VISUALLY IMPAIRED 100
    THE CHILDREN'S HOSPITAL OF PHILADELPHIA
    3401 CIVIC CENTER BLVD
    PHILADELPHIA,PA19104
    N/A PC TO PROVIDE FAMILIES WITH THE MOST ADVANCED CARE AVAILABLE 1,000
    MEMORIAL SLOAN KETTERING CANCER CENTER
    1275 YORK AVE
    NEW YORK,NY10065
    N/A PC TO SUPPORT THE CENTER'S EXCEPTIONAL PATIENT CARE, INNOVATIVE RESEARCH, AND OUTSTANDING EDUCATIONAL PROGRAMS 1,750
    FEEDING AMERICA
    161 NORTH CLARK STREET SUITE 700
    CHICAGO,IL60601
    N/A PC TO ADVANCE CHANGE IN AMERICA BY ENSURING EQUITABLE ACCESS TO NUTRIRIOUS FOOD FOR ALL 250
    PARKINSON RESEARCH FOUNDATION
    5969 CATTLERIDGE BLVD SUITE 100
    SARASOTA,FL34232
    N/A PC TO HELP FIND A CURE FOR PARKINSON'S DISEASE THROUGH FUNDING RESEARCH WHILE PROVIDING ONGOING EDUCATION AND FREE SERVICES THAT ENHANCE THE QUALITY OF LIFE FOR PARKINSON PATIENTS, CAREGIVERS, FAMILIES, & THE COMMUNITY 100
    GREENPEACE FUND INC
    702 H STREET NW SUITE 300
    WASHINGTON,DC20001
    N/A PC TO EXPOSE GLOBAL ENVIRONMENTAL PROBLEMS, AND PROMOTE SOLUTIONS FOR FUTURE GENERATIONS 100
    HUMANE SOCIETY OF THE US
    1255 23RD STREET NW SUITE 450
    WASHINGTON,DC20037
    N/A PC TO END SUFFERING FOR ALL ANIMALS 100
    COAST GUARD FOUNDATION
    394 TAUGWONK ROAD
    STONINGTON,CT06378
    N/A PC TO ENSURE ALL COAST GUARD MEMBERS AND FAMILIES HAVE THE RESOURCES THEY NEED TO BUILD RESILIENCE THROUGHOUT THEIR LIVES 200
    NATIONAL GEOGRAPHIC SOCIETY
    1145 17TH STREET NW
    WASHINGTON,DC20036
    N/A PC TO SUPPORT THE POWER OF SCIENCE, EXPLORATION, EDUCATION AND STORYTELLING TO ILLUMINATE AND PROTECT THE WONDER OF OUR WORLD 50
    INTERNATIONAL GAME FISH ASSOCIATION
    300 GULF STREAM WAY
    DANIA BEACH,FL33004
    N/A PC COMMITTED TO THE CONSERVATION OF GAME FISH 100
    DANIEL D CANTOR SENIOR CENTER
    5000 N NOB HILL ROAD
    SUNRISE,FL33351
    N/A PC TO PROVIDE SERVICECS FOR THE ELDERLY 1,500
    HILLEL OF BROWARD AND PALM BEACH
    777 GLADES RD
    BOCA RATON,FL33431
    N/A PC TO ENRICH STUDENTS IN A WELCOMING AND PLURALISTIC ENVIORMENT BY ENGAGING THEM IN MEANINGFUL EXPERIENCES THAT FOSTER CONNECTIONS TO JUDAISM AND ISRAEL 1,000
    NATIONAL POLICE ASSOCIATION INC
    8710 BASH STREET 501692
    INDIANAPOLIS,IN46250
    N/A PC EDUCATIONAL 200
    MACULAR DEGENERATION ASSOCIATION
    5969 CATTLERIDGE BLVD SUITE 100
    SARASOTA,FL34232
    N/A PC TO PROVIDE THE LATEST RESEARCH, EDUCATING AND EMPOWERINGAGE-RELATED MACULAR DEGENERATION 300
    AMERICAN FRIENDS OF MAGEN DAVID ADOM
    352 SEVENTH AVENUE
    NEW YORK,NY10001
    N/A PC DISPATCH SERVICE SUPPORT 36,000
    FLORIDA ATLANTIC UNIVERSITY FOUNDATION INC
    777 GLADES RD
    BOCA RATON,FL33431
    N/A PC EDUCATIONAL 1,000
    THE DENNIS AND VICTORIA ROSS FOUNDATION
    24 E 22ND STREET 2ND FLOOR
    NEW YORK,NY10010
    N/A PF EDUCATIONAL 100
    AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE
    633 3RD AVE 20TH FLOOR
    NEW YORK,NY10017
    N/A PC TO SUPPORT THE WEIZMANN INSTITUTE'S CRUCIAL MISSION 216
    ENLISTED ASSOCIATION OF THE NATIONAL GUARD OF THE US
    3133 MOUNT VERNON AVE
    ALEXANDRIA,VA22305
    N/A PC TO MAINTAIN THE PROFESSIONALISM OF THE NATIONAL GUARD OF THE UNITED STATES 150
    KOREAN WAR VETERANS ASSOCIATION INC
    PO BOX 407
    CHARLESTON,IL61920
    N/A PC TO SUPPORT THE WELFARE OF KOREAN WAR VETERANS AND THEIR FAMILIES 100
    AUTISM SPEAKS
    1060 STATE ROAD 2ND FLOOR
    PRINCETON,NJ08540
    N/A PC TO SUPPORT AUTISM AWARENESS AND ACCELERATING A SPECTRUM OF SOLUTIONS FOR TOMORROW 100
    FRIENDS OF THE DANIEL CENTERS FOR PROGRESSIVE JUDAISM
    5630 WISCONSIN AVENUE 1601
    CHEVY CHASE,MD20815
    N/A PC TO FURTHER THE DEVELOPMENT OF PROGRESSIVE JUSAISM 1,500
    NEUROMUSCULAR DISEASE FOUNDATION
    269 S BEVERLY DR STE 1206
    BEVERLY HILLS,CA90212
    N/A PC TO ENHANCE THE QUALITY OF LIVES OF PEOPLE LIVING WITH GNE MYOPATHY THROUGH ADVOCACY, EDUCATION, OUTREACH, AND FUNDING CLINICAL RESEARCH FOCUSED ON TREATMENTS AND A CURE 10
    Total .................................bullet 3a 782,877
    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 ............
        18 290,789  
    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) .. 0 495,543 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    495,543
    (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
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    BARTON AND SHIRLEY WEISMAN
    FOUNDATION INC
    Employer identification number

    58-2684069
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    BARTON AND SHIRLEY WEISMAN
    FOUNDATION INC
    Employer identification number
    58-2684069
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    BARTON AND SHIRLEY WEISMAN
    17603 LAKE ESTATES DRIVE
     
    BOCA RATON, FL334961425

    $ 132,265


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    SHIRLEY D WEISMAN
    17603 LAKE ESTATES DRIVE
     
    BOCA RATON, FL334961425

    $ 239,059


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

    $  


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

    $  


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

    $  


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

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    BARTON AND SHIRLEY WEISMAN
    FOUNDATION INC
    Employer identification number

    58-2684069
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    2
    20,000 SHARES OF HEALTHCARE SERVICES GROUP STOCK (HCSG) $ 350,000 2021-11-30
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    BARTON AND SHIRLEY WEISMAN
    FOUNDATION INC
    Employer identification number

    58-2684069
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    BARTON AND SHIRLEY WEISMAN
     
    FOUNDATION INC
    EIN:
    58-2684069
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 5,620 2,810   2,810

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    BARTON AND SHIRLEY WEISMAN
     
    FOUNDATION INC
    EIN:
    58-2684069
    Name of Stock End of Year Book Value End of Year Fair Market Value
    MORGAN STANLEY #33203 EQUITIES 1,467,512 2,464,382
    HEALTH CARE SERVICES GROUP (HCSG) 1,431,697 3,913,800

    TY 2021 OtherDecreasesSchedule
    Name:
    BARTON AND SHIRLEY WEISMAN
     
    FOUNDATION INC
    EIN:
    58-2684069
    Description Amount
    TRANSFER OF STOCK 110,941
    OTHER ADJUSTMENT 743


    TY 2021 OtherExpensesSchedule
    Name:
    BARTON AND SHIRLEY WEISMAN
     
    FOUNDATION INC
    EIN:
    58-2684069
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 239 120   119


    TY 2021 OtherIncreasesSchedule
    Name:
    BARTON AND SHIRLEY WEISMAN
     
    FOUNDATION INC
    EIN:
    58-2684069
    Description Amount
    NON-DIVIDEND DISTRIBUTION 332


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    BARTON AND SHIRLEY WEISMAN
     
    FOUNDATION INC
    EIN:
    58-2684069
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 30 30   0


    TY 2021 TaxesSchedule
    Name:
    BARTON AND SHIRLEY WEISMAN
     
    FOUNDATION INC
    EIN:
    58-2684069
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX 338 338   0
    FEDERAL EXCISE TAXES 29,347 0   0