Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
Weisman Foundation
co Judy Nadel
Number and street (or P.O. box number if mail is not delivered to street address)2373 Pacific Avenue
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
San Francisco, CA94115
A Employer identification number

95-6027464
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$1,173,262
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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 35,381 35,381 35,381
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -79
b Gross sales price for all assets on line 6a 193,120
7 Capital gain net income (from Part IV, line 2)...  
8 Net short-term capital gain......... 1,403
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........ 35,302 35,381 36,784
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 2,000     2,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 755 378   377
b Accounting fees (attach schedule)....... 3,830 1,915   1,915
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 2,686 2,686    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 60 60    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 9,331 5,039   4,292
25 Contributions, gifts, grants paid....... 59,597 59,597
26 Total expenses and disbursements. Add lines 24 and 25 68,928 5,039   63,889
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -33,626
b Net investment income (if negative, enter -0-) 30,342
c Adjusted net income (if negative, enter -0-)... 36,784
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 28,968 28,854 28,854
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 163,041 Click to see attachment
List of Attached Documents:
// Content
163,000
163,778
b Investments—corporate stock (attach schedule)....... 405,409 Click to see attachment
List of Attached Documents:
// Content
380,663
635,887
c Investments—corporate bonds (attach schedule)....... 275,615 Click to see attachment
List of Attached Documents:
// Content
260,354
258,544
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 65,927 Click to see attachment
List of Attached Documents:
// Content
60,308
86,099
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
100
Click to see attachment
List of Attached Documents:
// Content
100
Click to see attachment
List of Attached Documents:
// Content
100
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 939,060 893,279 1,173,262
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons 10,000  
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 10,000 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,024,940 1,022,785
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds -95,880 -129,506
29 Total net assets or fund balances (see instructions)..... 929,060 893,279
30 Total liabilities and net assets/fund balances (see instructions). 939,060 893,279
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
929,060
2
Enter amount from Part I, line 27a .....................
2
-33,626
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
895,434
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
2,155
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
893,279
Form 990-PF (2023)
Form 990-PF (2023)
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 0.7 Shares Oneok Inc P 2023-09-26 2023-09-26
b 66 Shares Oneok Inc P 2023-09-26 2023-11-13
c 56,000 Shares US Treasury Note 1.375% 09/23/23 P 2022-10-04 2023-09-30
d 4,468 Shares Baird Ultra Short Bond P 2021-08-05 2023-07-07
e 2,069 Shares Pimco Income Fund P 2021-01-01 2023-10-30
100 Shares Magellan Midstream Partners, L.P. P 2021-01-08 2023-09-26
Charles Schwab Capital Gain Distribution P 2021-01-01 2023-12-31
60,000 Shares US Treasury Bill 6/1/23 P 2022-12-02 2023-06-01
(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 45   47 -2
b 4,276   4,387 -111
c 56,000   54,484 1,516
d 44,911   45,000 -89
e 20,711   24,818 -4,107
6,938   4,463 2,475
239     239
60,000   60,000  
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       -2
b       -111
c       1,516
d       -89
e       -4,107
      2,475
      239
       
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 -79
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 1,403
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 right arrow 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) 1 422
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  
3 Add lines 1 and 2........................... 3 422
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 422
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,440
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,440
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,018
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,018 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
 
No
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowCA
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrowN/A
14
The books are in care ofright arrowJudy Nadel Telephone no.right arrow (415) 931-0869

Located atright arrow2373 Pacific AvenueSan FranciscoCA ZIP+4right arrow941151241
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
Judy W Nadel Co-Trustee
2.00
0    
2373 Pacific Avenue
San Francisco,CA94115
William Nadel Co-Trustee
0.00
0    
2373 Pacific Avenue
San Francisco,CA94115
Sharon Frankel Co-Trustee
2.00
2,000    
411 W End Avenue
New York,NY10024
Noel Frankel Co-Trustee
0.00
0    
411 W End Avenue
New York,NY10024
Daniel Martin Stern Co-Trustee
0.00
0    
304 Euclid
Santa Monica,CA90402
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...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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.............right arrow  
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.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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
1,120,382
b
Average of monthly cash balances.......................
1b
35,878
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,156,260
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
1,156,260
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
17,344
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,138,916
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
56,946
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
56,946
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
422
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
422
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
56,524
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
56,524
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
56,524
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
63,889
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
63,889
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2022
(c)
2022
(d)
2023
1 Distributable amount for 2023 from Part X, line 7 56,524
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 60,602
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 63,889
a Applied to 2022, but not more than line 2a 60,602
b Applied to undistributed income of prior years
(Election required—see instructions).....
 
c Treated as distributions out of corpus (Election
required—see instructions)........
0
d Applied to 2023 distributable amount..... 3,287
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2023.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 ..........
53,237
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ...
 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
 
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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).)
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 right arrow
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 (2023)
Form 990-PF (2023)
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
Stanford Law School


559 Nathan Abbott Way
Stanford,CA94305
NONE PC To dedicate to the highest standards of excellence in legal scholarship and to the training of lawyers and honorably serve their clients and the public and to help solve the problems of our nation and our world. 1,000
New Israel Fund


330 Seventh Avenue 11th Floor
New York,NY10001
NONE PC To advance democracy and equality for all Israelis. 2,500
Theatre Development Fund


520 Eighth Avenue Suite 801
New York,NY10018
NONE PC To identify and provide support, including financial assistance, to theatrical works of artistic merit. 2,500
New York Public Radio


160 Varick Street
New York,NY10013
NONE PC To bring listeners a uniquely thought-provoking and soul-enriching array of news, current affairs, music and cultural programming. 300
Robin Hood


826 Broadway 9th Floor
New York,NY10003
NONE PC To find, fund and partner with programs that have proven they are an effective remedy to poverty and are a consistent force for good in the lives of New Yorkers in need. 2,500
City Harvest


6 East 32nd Street 5th Floor
New York,NY10016
NONE PC To end hunger in communities throughout New York City through food rescue and distribution, education and other practical, innovative solutions. 1,000
Larkin Street


701 Sutter Street Suite 2
San Francisco,CA94109
NONE PC To integrate street outreach and emergency shelter, primary medical care, transitional housing, and job training and scholarship assistance to get homeless and at risk kids off the streets. 2,000
Congregation Emanu-El


2 Lake Street
San Francisco,CA94118
NONE PC To advance members' lifelong involvement in Judaism, engaging them in communal prayer (avodah), the study of sacred texts (Torah), and the performance of compassionate deeds (g'milut hasadim). 1,850
Fine Arts Museum


50 Hagiwara Tea Garden Drive
San Francisco,CA94118
NONE PC To provide extensive and innovative art education programs for people of all ages and interests. 209
Food Runner


2579 Washington St
San Francisco,CA94115
NONE PC To help alleviate hunger in San Francisco, to help prevent waste and to help create community. 500
Jewish Family and Children's Servic


2150 Post St
San Francisco,CA94115
NONE PC To serve people with the highest quality, research-based social services designed to strengthen individuals, strengthen families and strengthen communities. 2,500
Ben Gurion University


1001 6th Ave
New York,NY10018
NONE PC To be among the best inter-disciplinary research universities in the world, a leader in scientific innovation, inter-disciplinary research and applied sciences. 500
International Rescue


122 East 42nd Street
New York,NY10168
NONE PC To help survivors to heal, recover and rebuild their communities to be stronger, more stable and more democratic. 2,500
Hamilton Family Center


1631 Hayes Street
San Francisco,CA94117
NONE PC To end homelessness for families and individuals in the San Francisco Bay Area. 1,500
Coalition for the Homeless


468 Turk Street
San Francisco,CA94102
NONE PC To defend homeless and low-income people from attacks on their rights and their persons, while advocating for permanent solutions to homelessness that take into account not only poverty's devastating effects, but also its root causes. 1,000
Doctors Without Borders


333 7th Avenue 2nd Floor
New York,NY10001
NONE PC To bring quality medical care to people in crisis regardless of their race, religion, or political affiliation. 2,500
Homeboy Industries


130 West Bruno St
Los Angeles,CA90012
NONE PC To assist high-risk youth, former gang members and the recently incarcerated with avariety of free programs, such as mental health counseling,legal services, tattoo removal, curriculum and educationclasses, work-readiness training, and employmentservices. 500
Jefferson Medical College


1020 Walnut St
Philadelphia,PA19107
NONE PC To educate physicians who will form and lead the integrated healthcaredelivery and research teams of tomorrow; discovering new knowledge that will define the future of clinical carethrough investigation from the laboratory to the bedside, and into the community; and setting the standard forquality, compassionate and efficient patient care for our community and for the nation. 1,000
Temple Emanu-El


2 Lake Street
San Francisco,CA94118
NONE PC To advance our members' lifelong involvement in Judaism, engaging them in communal prayer (avodah), the study of sacred texts (Torah), and the performance of compassionate deeds (g'milut hasadim). 500
Marine Mammal Center


2000 Bunker Road
Sausalito,CA94965
NONE PC To expand knowledge about marine mammals. 500
Save the Children


54 Wilton Road
Westport,CT06880
NONE PC To create lasting, positive change in the lives of children in need in the United States and around the world. 2,500
J Street Education Fund


PO Box 66073
Washington,DC20035
NONE PC To change the U.S. political dynamics around Israel by mobilizing broad support for a two-state solution. 2,500
San Francisco Jazz


201 Franklin Street
San Francisco,CA94102
NONE PC To reach, develop and nurture current and future musicians and audiences by providing rich, innovative, interactive and informative programming in jazz appreciation, creation and performance within our diverse communities. 1,460
Jewish Home for the Aged


302 Silver Avenue
San Francisco,CA94112
NONE PC To become a regional resource as an integral part of a continuum of care throughout the Bay Area that provides senior adults with a variety of life enriching programs and services that are accessible, promote individual dignity, encourage independence, connect them to their community, and reflect the social, cultural, and spiritual values of Jewish tradition. 500
WNYC


160 Varick Street
New York,NY10013
NONE PC To support New York's flagship public radio stations, broadcasting the finest programs from NPR, American Public Media, Public Radio International and the BBC World Service, as well as a wide range of award-winning local programming. 240
Planned Parenthood


67 Holly Hill Rd
Greenwich,CT06830
NONE PC To ensure access to quality health care, education, and information for all individuals and families worldwide. 1,000
Plan International


155 Plan Way
Warwick,RI02886
NONE PC A child rights organization working with communities in many countries to alleviate child poverty so that children can realize their full potential. 468
Sloan Kettering


1275 York Avenue
New York,NY10065
NONE PC Memorial Sloan Kettering Cancer Center is a cancer treatment and research institution in New York City, founded in 1884 as the New York Cancer Hospital. In more than 100 laboratories, Sloan Kettering scientists conduct innovative research to advance understanding in the biological sciences and improve human health. 1,000
Metropolitan Museum


1000 5th Avenue
New York,NY10028
NONE PC To support the metropolitan and assist in meeting the cost of keep exhibitions open, protect the collection, support education programs and provide the Museum with additional funding in area where it is needed most. 110
St Jude Hospital


311 California Street 650
San Francisco,CA94104
NONE PC To advance cures and means of prevention for pediatric catastrophic diseases through research and treatment. 2,490
New York Botanical Gardens


2900 Southern Blvd
Bronx,NY10458
NONE PC The New York Botanical Garden is an iconic living museum, a major educational institution, and a renowned plant research and conservation organization. Founded in 1891 and now a National Historic Landmark. 185
Alzeimers Association


2 Jefferson Plaza Suite 103
Poughkeepsie,NY12260
NONE PC The mission of the Alzheimer Association is to eliminate Alzheimer's disease through the advancement of research, provide and enhance care and support for all affected, and reduce the risk of dementia through the promotion of brain health. 250
George Mason University Foundation


4400 University Drive
Fairfax,VA22030
NONE PC Investigate climate change and support for climate policies. 500
American Civil Liberties Union ACLU


39 Drumm Street
San Francisco,CA94111
NONE PC Defending human rights. 1,000
Health Wagon


5626 Patriot Dr
Wise,VA24293
NONE PC Deliver health care in the central Appalachian region. 150
World Central Kitchen


1875 Connecticut Ave NW 10th Floor
Washington,DC20009
NONE PF Use the power of food to empower communities and strengthen economies. 2,500
The Fromm Institute


2130 Fulton St
San Francisco,CA94117
NONE PC To support the institute's daytime courses for retired adults over 50. 1,000
Ikar


1737 S La Cienega Blvd
Los Angeles,CA90035
NONE PC To support a post-denominational Jewish congregation and community. 1,500
Noe Valley Chamber Music


1021 Sanchez Street
San Francisco,CA94114
NONE PC To support presenting chamber music performances by Bay Areas most outstanding artists and ensembles in warm and intimate concert venues. 1,500
Tuoro Synagogue


85 Touro St
Newport,RI02840
NONE PC Religious purpose 500
Feeding America


35 East Wacker Drive Suite 2000
Chicago,IL60601
NONE PC To support the nations largest domestic hunger-relief organizations working to connect people with food and end hunger 500
St Anthony's Foundation


150 Golden Gate Avenue
San Francisco,CA94102
NONE PC To feed, heal, shelter, clothe, lift the spirits of those in need, and create a society in which all persons flourish. 500
San Francisco Symphony


201 Van Ness Ave
San Francisco,CA94102
NONE PC To inspire and serve audiences and communities throughout the Bay Area and the world through the power of musical performance 3,500
Temple Beth Sholom


642 Dolores Ave
San Leandro,CA94577
NONE PC To allow for innovative programming alongside tradition to serve a diverse community. 1,000
Earth Island Institute Inc


2150 Allston Way 460
Berkeley,CA94704
NONE PC To support environmental projects and leaders to achieve solutions to the crises threatening the survival of life on earth. 500
American Museum of Natural History


200 Central Park W
New York,NY10024
NONE PC To discover, interpret, and disseminatethrough scientific research and educationknowledge about human cultures, the natural world, and the universe. 275
Dignity Moves


870 Market St 1153
San Francisco,CA94102
NONE PC To provide interim housing where peoplecan get out of survival mode, take a breath, andhave the mental and emotional capacity to focus onstabilizing and rebuilding their lives. 500
Environmental Advocates NY


353 Hamilton St
Albany,NY12210
NONE PC To fight for policies that willrestore and protect New Yorks environment, supporthealthy, vibrant communities, and secure benefits andoutcomes for all within and beyond the state througheducation, partnerships and advocacy. 2,500
Jews United for Democracy and Justi


4659 Balboa Ave
Encino,CA91316
NONE PC Jews United for Democracy and Justice (JUDJ) is a broad cross-section of American Jewswho stand with our community and others to assert a Jewish voice to safeguard theprinciples and foundations of our constitutional democracy. 250
ProPublica


155 Avenue of the Americas 13th Fl
New York,NY10013
NONE PC To expose abuses of power and betrayals of the public trust by government, business, and other institutions, using the moral force of investigative journalism to spur reform through the sustained spotlighting of wrongdoing. 500
San Francisco Public Press


44 Page St
San Francisco,CA94102
NONE PC To support and bring together diverse communities to listen, learn and collaborate on ways to address problems and effect change. 250
The J KC


5801 W 115th Street
Overland Park,KS66211
NONE PC To build a strong, vibrant and inclusive community that enhances wellness, meaning, and joy, based on Jewish values, heritage, and culture. 360
T'ruah


266 W 37th Street Suite 803
New York,NY10018
NONE PC To bring the Torahs ideals of human dignity, equality, and justice to life by empowering rabbis and cantors to be moral voices and to lead Jewish communities in advancing democracy and human rights for all people in the United States, Canada, Israel, and the occupied Palestinian territories. 250
Total .................................right arrow 3a 59,597
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
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 ....     14 35,381  
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 -79  
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) ..   35,302  
13Total. Add line 12, columns (b), (d), and (e)..................
13
35,302
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow
PTIN
Firm's name SmallBullet
Firm's EIN SmallBullet
Firm's address SmallBullet


Phone no.
Form 990-PF (2023)
Additional Data


Software ID: 23017517
Software Version: 2023v5.0


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
Weisman Foundation
 
co Judy Nadel
EIN:
95-6027464
Software ID:
23017517
Software Version:
2023v5.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Accounting Fees 3,830 1,915 0 1,915

TY 2023 InvestmentsCorpBondsSchedule
Name:
Weisman Foundation
 
co Judy Nadel
EIN:
95-6027464
Software ID:
23017517
Software Version:
2023v5.0
Name of Bond End of Year Book Value End of Year Fair Market Value
Schwab/Host Hotels Resor 4.5%26 50,145 48,964
Schwab/Cisco Sytems, 3.625%24 30,071 29,867
Schwab/Laboratory Corp O 3.6% 02/01/25 24,996 24,554
Schwab/Bank of America 3.875% 08/01/25 25,142 24,687
Schwab/Manufacturers & T 4/9% 12/09/24 50,000 49,952
Schwab/Bridgewater Bank 4.5% 12/09/25 50,000 49,919
Schwab/Wells Fargo 5.15% 10/13/26 30,000 30,601

TY 2023 InvestmentsCorpStockSchedule
Name:
Weisman Foundation
 
co Judy Nadel
EIN:
95-6027464
Software ID:
23017517
Software Version:
2023v5.0
Name of Stock End of Year Book Value End of Year Fair Market Value
Amer/Dfa Emer Mkt Val Ptf 4,604 4,284
Amer/Dfa Intl Sm Cap 16,298 16,994
Amer/Dfa US Sm Cap 4,148 5,745
Amer/Dfa Intl Value Ptf 14,354 13,352
Schwab/Vanguard High Dividend 118,029 211,895
Schwab/Vanguard Total Stock Market 72,376 169,962
Schwab/Chevron Corporation 9,021 15,232
Schwab/Union Pacific Corp 8,606 24,855
Schwab/Osterweis Strategic Inc Fund 10,636 11,298
Schwab/Tiaa Cref High Yield Fund 26,115 26,559
Schwab/Vanguard Div Appr Index Fund 5,153 11,068
Schwab/Vanguard Tot Int'l Stock 20,224 29,498
Schwab/Vanguard Div Appr EFT 35,931 51,296
Schwab/Vanguard Div Growth FD Investor 10,076 15,951
Schwab/Vanguard FTSE Emerging Markets 14,967 16,670
Schwab/Vanguard FTSE All World ETF VEU 10,125 11,228

TY 2023 InvestmentsGovtObligationsSch
Name:
Weisman Foundation
 
co Judy Nadel
EIN:
95-6027464
Software ID:
23017517
Software Version:
2023v5.0
US Government Securities - End of Year Book Value:

163,000
US Government Securities - End of Year Fair Market Value:

163,778
State & Local Government Securities - End of Year Book Value:


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


 


TY 2023 InvestmentsOtherSchedule2
Name:
Weisman Foundation
 
co Judy Nadel
EIN:
95-6027464
Software ID:
23017517
Software Version:
2023v5.0
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
Schwab/Vanguard REIT AT COST 56,242 75,559
Schwab/Enterprise Products Partners L.P. AT COST 4,066 10,540

TY 2023 LegalFeesSchedule
Name:
Weisman Foundation
 
co Judy Nadel
EIN:
95-6027464
Software ID:
23017517
Software Version:
2023v5.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Legal Fees 755 378 0 377


TY 2023 OtherAssetsSchedule
Name:
Weisman Foundation
 
co Judy Nadel
EIN:
95-6027464
Software ID:
23017517
Software Version:
2023v5.0
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
Oil & Gas Right - Nominal Value 100 100 100


TY 2023 OtherDecreasesSchedule
Name:
Weisman Foundation
 
co Judy Nadel
EIN:
95-6027464
Software ID:
23017517
Software Version:
2023v5.0
Description Amount
Excise Tax 974
Investment Basis Adjustment 909
Passthru Loss 272


TY 2023 OtherExpensesSchedule
Name:
Weisman Foundation
 
co Judy Nadel
EIN:
95-6027464
Software ID:
23017517
Software Version:
2023v5.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Filing Fee 10 10    
Renewal Fee 50 50    


TY 2023 TaxesSchedule
Name:
Weisman Foundation
 
co Judy Nadel
EIN:
95-6027464
Software ID:
23017517
Software Version:
2023v5.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Federal Taxes 2,437 2,437    
Foreign Taxes 249 249