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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE JOSEPH AND DEBRA WEINBERG FAMILY
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)CO 9690 DEERECO RD 500
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TIMONIUM, MD21093
A Employer identification number

20-3934838
B Telephone number (see instructions)

(410) 828-6432
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$22,686,947
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) 6,075,355
2 Check right arrow.............
3 Interest on savings and temporary cash investments 16,176 16,176  
4 Dividends and interest from securities... 246,341 246,341  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,821,580
b Gross sales price for all assets on line 6a 17,462,904
7 Capital gain net income (from Part IV, line 2)... 3,786,480
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 8,159,452 4,048,997  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 66,116 66,116   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 5,848 5,848   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 71,964 71,964   0
25 Contributions, gifts, grants paid....... 1,247,325 1,247,325
26 Total expenses and disbursements. Add lines 24 and 25 1,319,289 71,964   1,247,325
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 6,840,163
b Net investment income (if negative, enter -0-) 3,977,033
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 463,649 467,221 467,221
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)      
b Investments—corporate stock (attach schedule)....... 5,722,503 Click to see attachment
List of Attached Documents:
// Content
10,955,306
12,367,420
c Investments—corporate bonds (attach schedule).......      
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).......... 7,026,111 Click to see attachment
List of Attached Documents:
// Content
8,629,899
9,852,306
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,212,263 20,052,426 22,686,947
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 13,212,263 20,052,426
29 Total net assets or fund balances (see instructions)..... 13,212,263 20,052,426
30 Total liabilities and net assets/fund balances (see instructions). 13,212,263 20,052,426
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
13,212,263
2
Enter amount from Part I, line 27a .....................
2
6,840,163
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
20,052,426
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
20,052,426
Form 990-PF (2024)
Form 990-PF (2024)
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 PUBLICALLY TRADED SECURITIES      
b PUBLICALLY TRADED SECURITIES      
c CAPITAL GAINS DIVIDENDS P    
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 11,064,295   10,544,349 519,946
b 5,922,827   3,132,075 2,790,752
c 475,782     475,782
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       519,946
b       2,790,752
c       475,782
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 3,786,480
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
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 55,281
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 55,281
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 55,281
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 71,200
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 15,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 86,200
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 1,475
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 29,444
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow29,444 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
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
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)
right arrowMD
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 2024 or the taxable year beginning in 2024? 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 arrowJOSEPH DEBRA WEINBERG Telephone no.right arrow (410) 998-4248

Located atright arrow210 LAVACA UNIT 2810AUSTINTX ZIP+4right arrow78701
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 2024, 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 (2024)
Form 990-PF (2024)
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
 
 
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
JOSEPH S WEINBERG TRUSTEE
1.00
0 0 0
210 LAVACA UNIT 2810
AUSTIN,TX78701
DEBRA SILBERMAN WEINBERG TRUSTEE
1.00
0 0 0
210 LAVACA UNIT 2810
AUSTIN,TX78701
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 0
Form 990-PF (2024)
Form 990-PF (2024)
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 arrow0
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 arrow0
Form 990-PF (2024)
Form 990-PF (2024)
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
17,576,775
b
Average of monthly cash balances.......................
1b
471,121
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
18,047,896
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
18,047,896
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
270,718
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
17,777,178
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
888,859
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
888,859
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
55,281
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
55,281
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
833,578
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
833,578
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
833,578
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
1,247,325
b
Program-related investments—total from Part VIII-B..................
1b
0
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
1,247,325
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7 833,578
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 820,961
b From 2020...... 906,345
c From 2021...... 933,288
d From 2022...... 1,805,332
e From 2023...... 1,132,604
f Total of lines 3a through e ........ 5,598,530
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,247,325
a Applied to 2023, 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 2024 distributable amount..... 833,578
e Remaining amount distributed out of corpus 413,747
5 Excess distributions carryover applied to 2024. 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 6,012,277
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
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 2019 not
applied on line 5 or line 7 (see instructions) ...
820,961
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
5,191,316
10 Analysis of line 9:
a Excess from 2020.... 906,345
b Excess from 2021.... 933,288
c Excess from 2022.... 1,805,332
d Excess from 2023.... 1,132,604
e Excess from 2024.... 413,747
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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).)
JOSEPH S WEINBERG
DEBRA SILBERMAN WEINBERG
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

ABRAHAMIC HOUSE

1441 LINCOLN RD APT 206
MIAMI BEACH,FL33139
NONE 501(C)(3) GENERAL PURPOSE 50,000

AFRICAN MIDDLE EASTERN LEADERSHIP (AMEL) PROJECT

1100 15TH ST NW 4TH FLOOR
WASHINGTON,DC20005
NONE 501(C)(3) GENERAL PURPOSE 50,000

AMERICAN ISRAEL EDUCATION FOUNDATION

251 H STREET NW
WASHINGTON,DC20001
NONE 501(C)(3) GENERAL PURPOSE 75,000

AMERICAN JEWEISH COMMITTEE (AJC)

165 EAST 56TH STREET
NEW YORK,NY10022
NONE 501(C)(3) GENERAL PURPOSE 5,000

AMERICAN JEWISH WORLD SERVICE

45 WEST 36TH STREET
NEW YORK,NY10018
NONE 501(C)(3) GENERAL PURPOSE 1,000

BETH EL CONGREGATION

8101 PARK HEIGHTS AVE
BALTIMORE,MD21208
NONE 501(C)(3) GENERAL PURPOSE 2,000

BRANDEIS UNIVERSITY

415 SOUTH STREET
WALTHAM,MA02453
NONE 501(C)(3) GENERAL PURPOSE 50,000

BREM FOUNDATION

2150 PENNSYLVANIA AVENUE
WASHINGTON,DC20037
NONE 501(C)(3) GENERAL PURPOSE 1,000

BRODY CENTER AT UVA

1824 UNIVERSITY CIR
CHARLOTTESVILLE,VA22903
NONE 501(C)(3) GENERAL PURPOSE 5,000

CAVALIER FUTURE FOUNDATION

240 WMAIN STREET CHARLOTTESVILLE
CHARLOTTESVILLE,VA22902
NONE 501(C)(3) GENERAL PURPOSE 160,000

CHAMPIONS OFF THE FIELD

PO BOX 13165
AUSTIN,TX78711
NONE 501(C)(3) GENERAL PURPOSE 15,000

CHESTNUT RIDGE VFC

12020 GREENSPRING AVE
OWINGS MILLS,MD21117
NONE 501(C)(3) GENERAL PURPOSE 2,500

COMMUNITY ASSISTANCE CENTER

PO BOX 501298
ATLANTA,GA31150
NONE 501(C)(3) GENERAL PURPOSE 2,500

DREW UNIVERSITY

36 MADISON AVENUE
MADISON,NJ07940
NONE 501(C)(3) GENERAL PURPOSE 5,000

FRESH FOOD CONNECT

PO BOX 181582
DENVER,CO80218
NONE 501(C)(3) GENERAL PURPOSES 5,000

FRIENDS OF ELNET

POB 476
HOD HASHARON   45103
IS
NONE 501(C)(3) GENERAL PURPOSE 50,000

HAND IN HAND

3812 EDMONSON AVE
BALTIMORE,MD21229
NONE 501(C)(3) GENERAL PURPOSE 10,000

HEBREW HOME

6105 MONTROSE RD
ROCKVILLE,MD20852
NONE 501(C)(3) GENERAL PURPOSE 5,000

HO OLA NAPUA

PO BOX 22551
HONOLULU,HI96823
NONE 501(C)(3) GENERAL PURPOSE 5,000

JEWISH FARMER NETWORK

20 KIRSTEIN RD FAIRVIEW
CALIFORNIA,NC28730
NONE 501(C)(3) GENERAL PURPOSES 2,500

JEWISH GRANDPARENTS NETWORK

PO BOX 82
ANDERSON,SC29622
NONE 501(C)(3) GENERAL PURPOSES 12,500

LIVING CLASSROOMS FOUNDATION

802 S CAROLINE STREET
BALTIMORE,MD21231
NONE 501(C)(3) GENERAL PURPOSE 310,000

ONETABLE

228 PARK AVE S SUITE 77191 NEW YORK
NEW YORK,NY10003
NONE 501(C)(3) GENERAL PURPOSES 30,000

PJ LIBRARY

30 S WELLS ST
CHICAGO,IL60606
NONE 501(C)(3) GENERAL PURPOSE 100,000

PLANNED PARENTHOOD OF MARYLAND

330 N HOWARD STREET
BALTIMORE,MD21201
NONE 501(C)(3) GENERAL PURPOSE 2,500

SHALOM AUSTIN

7300 HART LANE
AUSTIN,TX78731
NONE 501(C)(3) GENERAL PURPOSE 6,000

THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE

101 W MOUNT ROYAL AVENUE
BALTIMORE,MD21201
NONE 501(C)(3) GENERAL PURPOSE 250,325

THE GOOD PEOPLE FUND

384 WYOMING AVENUE
MILLBURN,NJ070412127
NONE 501(C)(3) GENERAL PURPOSE 5,000

THE SOUL CENTER

8101 PARK HEIGHTS AVE
PIKESVILLE,MD21208
NONE 501(C)(3) GENERAL PURPOSE 10,000

THE WOMEN'S NETWORK

1 LMU DRIVE
LOS ANGELES,CA90045
NONE 501(C)(3) GENERAL PURPOSE 2,500

UMMS FOUNDATION

PACA PRATT BLDG 110 SOUTH PACA ST
BALTIMORE,MD21201
NONE 501(C)(3) GENERAL PURPOSE 5,000

UNIVERSITY OF MARYLAND

COLLEGE PARK
COLLEGE PARK,MD20742
NONE 501(C)(3) GENERAL PURPOSE 1,000

UNIVERSITY OF MICHIGAN HILLEL

1429 HILL STREET
ANN ARBOR,MI48104
NONE 501(C)(3) GENERAL PURPOSE 1,000

ZIONIST RABBINIC COALITION

10621 S GLEN RD
POTOMC,MD205844137
NONE 501(C)(3) GENERAL PURPOSE 10,000
Total .................................right arrow 3a 1,247,325
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 ...........
    14 16,176  
4 Dividends and interest from securities ....     14 246,341  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............
    18 1,821,580  
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 2,084,097 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,084,097
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
Firm's EIN Right Arrow
Firm's address Right Arrow


Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
THE JOSEPH AND DEBRA WEINBERG FAMILY
FOUNDATION INC
Employer identification number

20-3934838
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
THE JOSEPH AND DEBRA WEINBERG FAMILY
FOUNDATION INC
Employer identification number
20-3934838
Part I
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
JOSEPH WEINBERG
210 LAVACA UNIT 2810
 
AUSTIN, TX78701

$ 152,110


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
2
JOSEPH WEINBERG
210 LAVACA UNIT 2810
 
AUSTIN, TX78701

$ 1,269,149


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
3
JOSEPH WEINBERG
210 LAVACA UNIT 2810
 
AUSTIN, TX78701

$ 703,610


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
4
JOSEPH WEINBERG
210 LAVACA UNIT 2810
 
AUSTIN, TX78701

$ 732,920


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
5
JOSEPH WEINBERG
210 LAVACA UNIT 2810
 
AUSTIN, TX78701

$ 47,881


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
6
JOSEPH WEINBERG
210 LAVACA UNIT 2810
 
AUSTIN, TX78701

$ 55,065


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE JOSEPH AND DEBRA WEINBERG FAMILY
FOUNDATION INC
Employer identification number
20-3934838
Part I
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
7
JOSEPH WEINBERG
210 LAVACA UNIT 2810
 
AUSTIN, TX78701

$ 12,823


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
8
JOSEPH WEINBERG
210 LAVACA UNIT 2810
 
AUSTIN, TX78701

$ 46,556


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
9
JOSEPH WEINBERG
210 LAVACA UNIT 2810
 
AUSTIN, TX78701

$ 59,579


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
10
JOSEPH WEINBERG
210 LAVACA UNIT 2810
 
AUSTIN, TX78701

$ 278,133


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
11
JOSEPH WEINBERG
210 LAVACA UNIT 2810
 
AUSTIN, TX78701

$ 8,651


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
12
JOSEPH WEINBERG
210 LAVACA UNIT 2810
 
AUSTIN, TX78701

$ 163,078


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE JOSEPH AND DEBRA WEINBERG FAMILY
FOUNDATION INC
Employer identification number
20-3934838
Part I
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
13
JOSEPH WEINBERG
210 LAVACA UNIT 2810
 
AUSTIN, TX78701

$ 5,296


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
14
JOSEPH WEINBERG
210 LAVACA UNIT 2810
 
AUSTIN, TX78701

$ 59,747


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
15
JOSEPH WEINBERG
210 LAVACA UNIT 2810
 
AUSTIN, TX78701

$ 399


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
16
JOSEPH WEINBERG
210 LAVACA UNIT 2810
 
AUSTIN, TX78701

$ 17,998


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
17
JOSEPH WEINBERG
210 LAVACA UNIT 2810
 
AUSTIN, TX78701

$ 5,163


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
18
JOSEPH WEINBERG
210 LAVACA UNIT 2810
 
AUSTIN, TX78701

$ 339


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE JOSEPH AND DEBRA WEINBERG FAMILY
FOUNDATION INC
Employer identification number
20-3934838
Part I
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
19
JOSEPH WEINBERG
210 LAVACA UNIT 2810
 
AUSTIN, TX78701

$ 4,657


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
20
JOSEPH WEINBERG
210 LAVACA UNIT 2810
 
AUSTIN, TX78701

$ 1,698


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
21
JOSEPH WEINBERG
210 LAVACA UNIT 2810
 
AUSTIN, TX78701

$ 19,608


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
22
JOSEPH WEINBERG
210 LAVACA UNIT 2810
 
AUSTIN, TX78701

$ 1,684


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
23
JOSEPH WEINBERG
210 LAVACA UNIT 2810
 
AUSTIN, TX78701

$ 2,537


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
24
JOSEPH WEINBERG
210 LAVACA UNIT 2810
 
AUSTIN, TX78701

$ 70,745


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE JOSEPH AND DEBRA WEINBERG FAMILY
FOUNDATION INC
Employer identification number
20-3934838
Part I
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
25
JOSEPH WEINBERG
210 LAVACA UNIT 2810
 
AUSTIN, TX78701

$ 1,477


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
26
JOSEPH WEINBERG
210 LAVACA UNIT 2810
 
AUSTIN, TX78701

$ 52,801


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
27
JOSEPH WEINBERG
210 LAVACA UNIT 2810
 
AUSTIN, TX78701

$ 56,698


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
28
JOSEPH WEINBERG
210 LAVACA UNIT 2810
 
AUSTIN, TX78701

$ 73,892


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
29
JOSEPH WEINBERG
210 LAVACA UNIT 2810
 
AUSTIN, TX78701

$ 5,513


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
30
JOSEPH WEINBERG
210 LAVACA UNIT 2810
 
AUSTIN, TX78701

$ 18,834


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE JOSEPH AND DEBRA WEINBERG FAMILY
FOUNDATION INC
Employer identification number
20-3934838
Part I
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
31
JOSEPH WEINBERG
210 LAVACA UNIT 2810
 
AUSTIN, TX78701

$ 57,248


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
32
JOSEPH WEINBERG
210 LAVACA UNIT 2810
 
AUSTIN, TX78701

$ 66,011


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
33
JOSEPH WEINBERG
210 LAVACA UNIT 2810
 
AUSTIN, TX78701

$ 15,549


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
34
JOSEPH WEINBERG
210 LAVACA UNIT 2810
 
AUSTIN, TX78701

$ 45,530


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
35
JOSEPH WEINBERG
210 LAVACA UNIT 2810
 
AUSTIN, TX78701

$ 201,847


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
36
JOSEPH WEINBERG
210 LAVACA UNIT 2810
 
AUSTIN, TX78701

$ 255,001


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE JOSEPH AND DEBRA WEINBERG FAMILY
FOUNDATION INC
Employer identification number
20-3934838
Part I
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
37
JOSEPH WEINBERG
210 LAVACA UNIT 2810
 
AUSTIN, TX78701

$ 40,400


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
38
JOSEPH WEINBERG
210 LAVACA UNIT 2810
 
AUSTIN, TX78701

$ 130,777


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
39
JOSEPH WEINBERG
210 LAVACA UNIT 2810
 
AUSTIN, TX78701

$ 21,230


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
40
JOSEPH WEINBERG
210 LAVACA UNIT 2810
 
AUSTIN, TX78701

$ 293,621


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
41
JOSEPH WEINBERG
210 LAVACA UNIT 2810
 
AUSTIN, TX78701

$ 55,906


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
42
JOSEPH WEINBERG
210 LAVACA UNIT 2810
 
AUSTIN, TX78701

$ 52,186


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE JOSEPH AND DEBRA WEINBERG FAMILY
FOUNDATION INC
Employer identification number
20-3934838
Part I
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
43
JOSEPH WEINBERG
210 LAVACA UNIT 2810
 
AUSTIN, TX78701

$ 47,930


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
44
JOSEPH WEINBERG
210 LAVACA UNIT 2810
 
AUSTIN, TX78701

$ 52,496


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
45
JOSEPH WEINBERG
210 LAVACA UNIT 2810
 
AUSTIN, TX78701

$ 78,001


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
46
JOSEPH WEINBERG
210 LAVACA UNIT 2810
 
AUSTIN, TX78701

$ 51,138


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
47
JOSEPH WEINBERG
210 LAVACA UNIT 2810
 
AUSTIN, TX78701

$ 6,146


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
48
JOSEPH WEINBERG
210 LAVACA UNIT 2810
 
AUSTIN, TX78701

$ 51,777


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE JOSEPH AND DEBRA WEINBERG FAMILY
FOUNDATION INC
Employer identification number
20-3934838
Part I
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
49
JOSEPH WEINBERG
210 LAVACA UNIT 2810
 
AUSTIN, TX78701

$ 50,721


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
50
JOSEPH WEINBERG
210 LAVACA UNIT 2810
 
AUSTIN, TX78701

$ 43,514


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
51
JOSEPH WEINBERG
210 LAVACA UNIT 2810
 
AUSTIN, TX78701

$ 47,121


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
52
JOSEPH WEINBERG
210 LAVACA UNIT 2810
 
AUSTIN, TX78701

$ 65,608


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
53
JOSEPH WEINBERG
210 LAVACA UNIT 2810
 
AUSTIN, TX78701

$ 55,691


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
54
JOSEPH WEINBERG
210 LAVACA UNIT 2810
 
AUSTIN, TX78701

$ 42,714


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE JOSEPH AND DEBRA WEINBERG FAMILY
FOUNDATION INC
Employer identification number
20-3934838
Part I
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
55
JOSEPH WEINBERG
210 LAVACA UNIT 2810
 
AUSTIN, TX78701

$ 82,379


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
56
JOSEPH WEINBERG
210 LAVACA UNIT 2810
 
AUSTIN, TX78701

$ 144,941


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
57
JOSEPH WEINBERG
210 LAVACA UNIT 2810
 
AUSTIN, TX78701

$ 36


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
58
JOSEPH WEINBERG
210 LAVACA UNIT 2810
 
AUSTIN, TX78701

$ 45,187


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
59
JOSEPH WEINBERG
210 LAVACA UNIT 2810
 
AUSTIN, TX78701

$ 46,008


(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
THE JOSEPH AND DEBRA WEINBERG FAMILY
FOUNDATION INC
Employer identification number

20-3934838
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
29,467.101 SHS OF AMCPX $ 1,269,149 2024-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
3
10,748.7 SHS OF CWGIX $ 703,610 2024-12-17
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
4
10,424.121 SHS OF SMCWX $ 732,920 2024-12-17
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
5
147 SHS OF CAN $ 47,881 2024-12-16
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
6
105 SHS OF ADBE $ 55,065 2024-12-16
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
7
97 SHS OF ABNB $ 12,823 2024-12-16
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE JOSEPH AND DEBRA WEINBERG FAMILY
FOUNDATION INC
Employer identification number

20-3934838
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
8
536 SHS OF ALC $ 46,556 2024-12-16
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
9
308 SHS OF GOOGL $ 59,579 2024-12-16
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
10
1307 SHS OF AMZN $ 278,133 2024-12-16
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
11
37 SHS OF AXP $ 8,651 2024-07-01
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
12
683 SHS OF AAPL $ 163,078 2024-12-16
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
13
76 SHS OF APTVOLDD $ 5,296 2024-07-08
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE JOSEPH AND DEBRA WEINBERG FAMILY
FOUNDATION INC
Employer identification number

20-3934838
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
14
66 SHS OF ASML $ 59,747 2024-12-16
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
15
21 SHS OF T $ 399 2024-07-01
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
16
99 SHS OF TEAM $ 17,998 2024-07-08
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
17
125 SHS OF BMY $ 5,163 2024-07-01
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
18
15 SHS OF CC $ 339 2024-07-01
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
19
122 SHS OF CMCSA $ 4,657 2024-07-01
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE JOSEPH AND DEBRA WEINBERG FAMILY
FOUNDATION INC
Employer identification number

20-3934838
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
20
32 SHS OF CTVA $ 1,698 2024-07-01
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
21
200 SHS OF DIS $ 19,608 2024-07-01
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
22
32 SHS OF DOW $ 1,684 2024-07-01
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
23
32 SHS OF DD $ 2,537 2024-07-01
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
24
210 SHS OF ETN $ 70,745 2024-12-16
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
25
175 SHS OF EXG $ 1,477 2024-07-01
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE JOSEPH AND DEBRA WEINBERG FAMILY
FOUNDATION INC
Employer identification number

20-3934838
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
26
61 SHS OF LLY $ 52,801 2024-12-16
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
27
68 SHS OF EQIX $ 56,698 2024-12-16
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
28
74 SHS OF GWW $ 73,892 2024-12-16
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
29
27 SHS OF ICLR $ 5,513 2024-12-16
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
30
128 SHS OF ICE $ 18,834 2024-12-16
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
31
86 SHS OF INTU $ 57,248 2024-12-16
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE JOSEPH AND DEBRA WEINBERG FAMILY
FOUNDATION INC
Employer identification number

20-3934838
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
32
136 SHS OF ISRG $ 66,011 2024-12-16
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
33
146 SHS OF EL $ 15,549 2024-07-08
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
34
213 SHS OF MMC $ 45,530 2024-12-16
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
35
353 SHS OF META $ 201,847 2024-12-16
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
36
554 SHS OF MSFT $ 255,001 2024-12-16
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
37
791 SHS OF MNST $ 40,400 2024-12-16
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE JOSEPH AND DEBRA WEINBERG FAMILY
FOUNDATION INC
Employer identification number

20-3934838
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
38
166 SHS OF NFLX $ 130,777 2024-12-16
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
39
294 SHS OF NEE $ 21,230 2024-12-16
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
40
2262 SHS OF NVDA $ 293,621 2024-12-16
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
41
200 SHS OF PANW $ 55,906 2024-12-16
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
42
700 SHS OF PYPL $ 52,186 2024-12-16
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
43
445 SHS OF RTX $ 47,930 2024-12-16
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE JOSEPH AND DEBRA WEINBERG FAMILY
FOUNDATION INC
Employer identification number

20-3934838
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
44
110 SHS OF SPGI $ 52,496 2024-12-16
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
45
260 SHS OF CRM $ 78,001 2024-12-16
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
46
155 SHS OF SHW $ 51,138 2024-12-16
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
47
66 SHS OF SBUX $ 6,146 2024-12-16
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
48
147 SHS OF SYK $ 51,777 2024-12-16
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
49
262 SHS OF TSM $ 50,721 2024-12-16
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE JOSEPH AND DEBRA WEINBERG FAMILY
FOUNDATION INC
Employer identification number

20-3934838
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
50
309 SHS OF TGT $ 43,514 2024-12-16
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
51
124 SHS OF TSLA $ 47,121 2024-12-16
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
52
123 SHS OF TMO $ 65,608 2024-12-16
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
53
846 SHS OF UBER $ 55,691 2024-12-16
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
54
187 SHS OF UNP $ 42,714 2024-12-16
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
55
167 SHS OF UNH $ 82,379 2024-12-16
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE JOSEPH AND DEBRA WEINBERG FAMILY
FOUNDATION INC
Employer identification number

20-3934838
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
56
498 SHS OF V $ 144,941 2024-12-16
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
57
5 SHS OF WBD $ 36 2024-07-01
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
58
183 SHS OF WDAY $ 45,187 2024-12-16
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
59
262 SHS OF ZTS $ 46,008 2024-12-16
(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
THE JOSEPH AND DEBRA WEINBERG FAMILY
FOUNDATION INC
Employer identification number

20-3934838
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 InvestmentsCorpStockSchedule
Name:
THE JOSEPH AND DEBRA WEINBERG FAMILY
 
FOUNDATION INC
EIN:
20-3934838
Name of Stock End of Year Book Value End of Year Fair Market Value
RAYMOND JAMES ALEX BROWN STOCKS 10,955,306 12,367,420

TY 2024 InvestmentsOtherSchedule2
Name:
THE JOSEPH AND DEBRA WEINBERG FAMILY
 
FOUNDATION INC
EIN:
20-3934838
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
RAYMOND JAMES ALEX BROWN MUTUAL FUNDS AT COST 6,554,285 7,586,122
RAYMOND JAMES ALEX BROWN ALTERNATIVE INVESTMENTS AT COST 2,075,614 2,266,184

TY 2024 OtherProfessionalFeesSchedule
Name:
THE JOSEPH AND DEBRA WEINBERG FAMILY
 
FOUNDATION INC
EIN:
20-3934838
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 66,116 66,116   0


TY 2024 TaxesSchedule
Name:
THE JOSEPH AND DEBRA WEINBERG FAMILY
 
FOUNDATION INC
EIN:
20-3934838
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 5,848 5,848   0