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
WEITZMAN FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1532 AFT
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PENNINGTON, NJ08534
A Employer identification number

46-6477200
B Telephone number (see instructions)

(888) 866-3275
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$10,939,099
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... 66,509 66,509  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,614,315
b Gross sales price for all assets on line 6a 7,226,404
7 Capital gain net income (from Part IV, line 2)... 2,614,315
8 Net short-term capital gain......... 0
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........ 2,680,824 2,680,824  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... 1,250 0 0 1,250
c Other professional fees (attach schedule).... 26,666 15,999   10,666
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 68,900     0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... 6,964     6,964
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 103,780 15,999 0 18,880
25 Contributions, gifts, grants paid....... 9,850,000 9,850,000
26 Total expenses and disbursements. Add lines 24 and 25 9,953,780 15,999 0 9,868,880
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -7,272,956
b Net investment income (if negative, enter -0-) 2,664,825
c Adjusted net income (if negative, enter -0-)... 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............. 1 1 1
2 Savings and temporary cash investments......... 3,028,728 290,036 290,036
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
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 arrow0      
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).......      
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).......... 6,690,559 Click to see attachment
List of Attached Documents:
// Content
2,176,820
10,649,062
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) 9,719,288 2,466,857 10,939,099
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
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........ 9,719,288 2,466,857
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 9,719,288 2,466,857
30 Total liabilities and net assets/fund balances (see instructions). 9,719,288 2,466,857
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
9,719,288
2
Enter amount from Part I, line 27a .....................
2
-7,272,956
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
20,525
4
Add lines 1, 2, and 3 ..........................
4
2,466,857
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
2,466,857
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 .468 FIDELITY ADVISOR HEALTH CARE FUND   2016-05-20 2024-03-05
b 1718.004 FIDELITY ADVISOR HEALTH CARE FUND   2016-05-20 2024-03-05
c 1. FIDELITY ADVISOR HEALTH CARE FUND   2016-06-28 2024-03-05
d 1218.466 FIDELITY ADVISOR HEALTH CARE FUND   2016-06-28 2024-03-05
e 724.218 FIDELITY ADVISOR HEALTH CARE FUND   2016-06-28 2024-05-20
1. FIDELITY ADVISOR HEALTH CARE FUND   2018-12-10 2024-06-13
699.231 FIDELITY ADVISOR HEALTH CARE FUND   2021-12-20 2024-06-13
98.019 FIDELITY ADVISOR HEALTH CARE FUND   2020-12-21 2024-06-13
501.637 FIDELITY ADVISOR HEALTH CARE FUND   2020-12-21 2024-06-13
49.253 FIDELITY ADVISOR HEALTH CARE FUND   2020-12-21 2024-06-13
532. FIDELITY ADVISOR HEALTH CARE FUND   2018-12-10 2024-06-13
20.299 FIDELITY ADVISOR HEALTH CARE FUND   2019-12-23 2024-06-13
33.521 FIDELITY ADVISOR HEALTH CARE FUND   2019-12-23 2024-06-13
1733.316 FIDELITY ADVISOR HEALTH CARE FUND   2016-06-28 2024-06-13
6. FIDELITY ADVISOR HEALTH CARE FUND   2017-12-11 2024-06-13
1. FIDELITY ADVISOR HEALTH CARE FUND   2018-01-02 2024-06-13
.506 FIDELITY ADVISOR HEALTH CARE FUND   2021-12-20 2024-06-13
1. FIDELITY ADVISOR NEW INSIGHTS FUND   2015-02-17 2024-03-05
3356. FIDELITY ADVISOR NEW INSIGHTS FUND   2014-12-15 2024-03-05
277. FIDELITY ADVISOR NEW INSIGHTS FUND   2015-02-17 2024-03-05
129. FIDELITY ADVISOR NEW INSIGHTS FUND   2014-02-18 2024-03-05
2363.065 FIDELITY ADVISOR NEW INSIGHTS FUND   2013-12-16 2024-03-05
1176. FIDELITY ADVISOR NEW INSIGHTS FUND   2018-02-12 2024-03-05
1. FIDELITY ADVISOR NEW INSIGHTS FUND   2016-12-12 2024-03-05
1856. FIDELITY ADVISOR NEW INSIGHTS FUND   2016-12-12 2024-03-05
1. FIDELITY ADVISOR NEW INSIGHTS FUND   2017-02-13 2024-03-05
457. FIDELITY ADVISOR NEW INSIGHTS FUND   2017-02-13 2024-03-05
3399. FIDELITY ADVISOR NEW INSIGHTS FUND   2017-12-11 2024-03-05
1. FIDELITY ADVISOR NEW INSIGHTS FUND   2017-12-11 2024-03-05
141. FIDELITY ADVISOR NEW INSIGHTS FUND   2017-12-11 2024-03-05
1. FIDELITY ADVISOR NEW INSIGHTS FUND   2018-02-12 2024-03-05
4038.653 FIDELITY ADVISOR NEW INSIGHTS FUND   2018-12-10 2024-03-05
504. FIDELITY ADVISOR NEW INSIGHTS FUND   2016-02-16 2024-03-05
1. FIDELITY ADVISOR NEW INSIGHTS FUND   2014-12-15 2024-03-05
1. FIDELITY ADVISOR NEW INSIGHTS FUND   2016-02-16 2024-03-05
1858. FIDELITY ADVISOR NEW INSIGHTS FUND   2015-12-14 2024-03-05
41. FIDELITY ADVISOR NEW INSIGHTS FUND   2014-12-15 2024-03-05
.041 FIDELITY ADVISOR NEW INSIGHTS FUND   2019-02-11 2024-06-13
2410.173 FIDELITY ADVISOR NEW INSIGHTS FUND   2020-12-14 2024-06-13
3.82 FIDELITY ADVISOR NEW INSIGHTS FUND   2020-02-10 2024-06-13
2363.734 FIDELITY ADVISOR NEW INSIGHTS FUND   2019-12-16 2024-06-13
154.294 FIDELITY ADVISOR NEW INSIGHTS FUND   2019-12-16 2024-06-13
202. FIDELITY ADVISOR NEW INSIGHTS FUND   2019-02-11 2024-06-13
1770.347 FIDELITY ADVISOR NEW INSIGHTS FUND   2018-12-10 2024-06-13
257.205 FIDELITY ADVISOR NEW INSIGHTS FUND   2020-02-10 2024-06-13
885.333 FIDELITY ADVISOR NEW INSIGHTS FUND   2020-12-14 2024-07-10
762.253 FIDELITY ADVISOR NEW INSIGHTS FUND   2022-02-07 2024-07-10
531.509 FIDELITY ADVISOR NEW INSIGHTS FUND   2022-12-12 2024-07-10
391.581 FIDELITY ADVISOR NEW INSIGHTS FUND   2022-12-12 2024-07-10
1083.102 FIDELITY ADVISOR NEW INSIGHTS FUND   2021-02-16 2024-07-10
.859 FIDELITY ADVISOR NEW INSIGHTS FUND   2021-12-13 2024-07-10
6.231 FIDELITY ADVISOR NEW INSIGHTS FUND   2024-02-12 2024-09-25
192.128 FIDELITY ADVISOR NEW INSIGHTS FUND   2024-02-12 2024-09-25
1747.237 FIDELITY ADVISOR NEW INSIGHTS FUND   2023-12-11 2024-09-25
831.497 FIDELITY ADVISOR NEW INSIGHTS FUND   2023-02-06 2024-09-25
4.21 FIDELITY ADVISOR NEW INSIGHTS FUND   2023-02-06 2024-09-25
5745.649 FIDELITY ADVISOR NEW INSIGHTS FUND   2022-12-12 2024-09-25
155.862 FIDELITY ADVISOR NEW INSIGHTS FUND   2023-12-11 2024-09-25
304.7484 ISHARES RUSSELL 1000 GROWTH   2015-06-17 2024-03-05
11. ISHARES RUSSELL 1000 GROWTH   2015-07-10 2024-03-05
1684.2516 ISHARES RUSSELL 1000 GROWTH   2015-08-04 2024-03-05
17. ISHARES RUSSELL 1000 GROWTH   2015-10-05 2024-07-10
1. ISHARES RUSSELL 1000 GROWTH   2015-10-05 2024-07-10
315.7484 ISHARES RUSSELL 1000 GROWTH   2015-08-04 2024-07-10
20. ISHARES RUSSELL 1000 GROWTH   2016-07-13 2024-07-10
189.2516 ISHARES RUSSELL 1000 GROWTH   2018-12-31 2024-07-10
20. ISHARES RUSSELL 1000 GROWTH   2016-01-05 2024-07-10
1. ISHARES RUSSELL 1000 GROWTH   2016-07-13 2024-07-10
16. ISHARES RUSSELL 1000 GROWTH   2016-10-04 2024-07-10
1. ISHARES RUSSELL 1000 GROWTH   2016-01-05 2024-07-10
19. ISHARES RUSSELL 1000 GROWTH   2016-03-31 2024-07-10
500. ISHARES TR RUSSELL 2000   2022-03-18 2024-03-05
250. ISHARES TR RUSSELL 2000   2022-03-18 2024-07-10
13903.372 NUVEEN SANTA BARBARA   2018-06-29 2024-03-05
1685.488 NUVEEN SANTA BARBARA   2018-06-29 2024-05-20
1. NUVEEN SANTA BARBARA   2018-08-23 2024-06-13
1825.769 NUVEEN SANTA BARBARA   2018-06-29 2024-06-13
1688. NUVEEN SANTA BARBARA   2018-08-23 2024-06-13
347. NUVEEN SANTA BARBARA   2018-12-18 2024-06-13
314.643 NUVEEN SANTA BARBARA   2018-12-31 2024-06-13
3259.984 NUVEEN SANTA BARBARA   2018-12-31 2024-07-10
13463. PRINCIPAL MIDCAP FUND   2016-03-23 2024-03-05
6130.436 PRINCIPAL MIDCAP FUND   2016-06-28 2024-03-05
446.564 PRINCIPAL MIDCAP FUND   2016-06-28 2024-05-20
1. PRINCIPAL MIDCAP FUND   2016-12-22 2024-05-20
1. PRINCIPAL MIDCAP FUND   2017-01-19 2024-05-20
1072.543 PRINCIPAL MIDCAP FUND   2017-01-19 2024-05-20
848. PRINCIPAL MIDCAP FUND   2016-12-20 2024-05-20
2427.184 PRINCIPAL MIDCAP FUND   2017-01-19 2024-06-13
1968.273 PRINCIPAL MIDCAP FUND   2017-01-19 2024-07-10
1558. PRINCIPAL MIDCAP FUND   2017-12-20 2024-07-10
1. PRINCIPAL MIDCAP FUND   2018-01-04 2024-07-10
1273.495 PRINCIPAL MIDCAP FUND   2018-01-04 2024-07-10
2326.664 PRINCIPAL MIDCAP FUND   2018-01-04 2024-07-23
47801.147 PRUDENTIAL SHORT TERM   2018-01-04 2024-01-10
273.025 PRUDENTIAL SHORT TERM   2022-04-29 2024-03-05
387.066 PRUDENTIAL SHORT TERM   2022-12-30 2024-03-05
363.41 PRUDENTIAL SHORT TERM   2022-10-31 2024-03-05
341.524 PRUDENTIAL SHORT TERM   2022-09-30 2024-03-05
335.223 PRUDENTIAL SHORT TERM   2022-08-31 2024-03-05
309.282 PRUDENTIAL SHORT TERM   2022-07-29 2024-03-05
291.799 PRUDENTIAL SHORT TERM   2022-06-30 2024-03-05
293.324 PRUDENTIAL SHORT TERM   2022-05-31 2024-03-05
273.232 PRUDENTIAL SHORT TERM   2022-03-31 2024-03-05
247.096 PRUDENTIAL SHORT TERM   2021-06-30 2024-03-05
241.793 PRUDENTIAL SHORT TERM   2022-02-28 2024-03-05
258.933 PRUDENTIAL SHORT TERM   2022-01-31 2024-03-05
250.718 PRUDENTIAL SHORT TERM   2021-12-31 2024-03-05
245.684 PRUDENTIAL SHORT TERM   2021-11-30 2024-03-05
240.614 PRUDENTIAL SHORT TERM   2021-10-29 2024-03-05
236.596 PRUDENTIAL SHORT TERM   2021-09-30 2024-03-05
246.371 PRUDENTIAL SHORT TERM   2021-08-31 2024-03-05
368.936 PRUDENTIAL SHORT TERM   2022-11-30 2024-03-05
388.108 PRUDENTIAL SHORT TERM   2023-01-31 2024-03-05
467.921 PRUDENTIAL SHORT TERM   2023-11-30 2024-03-05
93.809 PRUDENTIAL SHORT TERM   2024-02-29 2024-03-05
152.854 PRUDENTIAL SHORT TERM   2024-01-31 2024-03-05
398.551 PRUDENTIAL SHORT TERM   2023-12-29 2024-03-05
483.906 PRUDENTIAL SHORT TERM   2023-10-31 2024-03-05
368.646 PRUDENTIAL SHORT TERM   2023-02-28 2024-03-05
455.911 PRUDENTIAL SHORT TERM   2023-09-29 2024-03-05
463.31 PRUDENTIAL SHORT TERM   2023-08-31 2024-03-05
438.014 PRUDENTIAL SHORT TERM   2023-07-31 2024-03-05
426.084 PRUDENTIAL SHORT TERM   2023-06-30 2024-03-05
431.538 PRUDENTIAL SHORT TERM   2023-05-31 2024-03-05
405.978 PRUDENTIAL SHORT TERM   2023-04-28 2024-03-05
412.498 PRUDENTIAL SHORT TERM   2023-03-31 2024-03-05
259.128 PRUDENTIAL SHORT TERM   2021-07-30 2024-03-05
270.663 PRUDENTIAL SHORT TERM   2021-04-30 2024-03-05
260.528 PRUDENTIAL SHORT TERM   2021-05-28 2024-03-05
270.319 PRUDENTIAL SHORT TERM   2020-08-31 2024-03-05
260.777 PRUDENTIAL SHORT TERM   2021-03-31 2024-03-05
238.257 PRUDENTIAL SHORT TERM   2021-02-26 2024-03-05
268.311 PRUDENTIAL SHORT TERM   2021-01-29 2024-03-05
270.867 PRUDENTIAL SHORT TERM   2020-12-31 2024-03-05
250.6 PRUDENTIAL SHORT TERM   2020-11-30 2024-03-05
263.951 PRUDENTIAL SHORT TERM   2020-10-30 2024-03-05
260.307 PRUDENTIAL SHORT TERM   2020-09-30 2024-03-05
279.782 PRUDENTIAL SHORT TERM   2020-07-31 2024-03-05
291.488 PRUDENTIAL SHORT TERM   2020-06-30 2024-03-05
310.099 PRUDENTIAL SHORT TERM   2020-05-29 2024-03-05
313.502 PRUDENTIAL SHORT TERM   2020-04-30 2024-03-05
386.923 PRUDENTIAL SHORT TERM   2020-03-31 2024-03-05
16118.613 PRUDENTIAL SHORT TERM   2018-01-04 2024-03-05
.8462 VANGUARD S&P 500 ETF   2015-08-28 2024-03-05
706.7726 VANGUARD S&P 500 ETF   2015-08-28 2024-03-05
1. VANGUARD S&P 500 ETF   2015-06-29 2024-03-05
92.2274 VANGUARD S&P 500 ETF   2015-03-03 2024-03-05
1. VANGUARD S&P 500 ETF   2015-09-28 2024-07-10
5. VANGUARD S&P 500 ETF   2015-09-28 2024-07-10
292.3812 VANGUARD S&P 500 ETF   2015-08-28 2024-07-10
22.6188 VANGUARD S&P 500 ETF   2015-12-11 2024-07-10
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 33   18 15
b 120,604   65,026 55,578
c 70   38 32
d 85,536   45,656 39,880
e 50,000   27,136 22,864
69   49 20
48,450   49,855 -1,405
6,792   6,854 -62
34,758   35,079 -321
3,413   3,444 -31
36,862   26,754 10,108
1,407   1,233 174
2,323   2,036 287
120,101   64,947 55,154
416   278 138
69   46 23
35   36 -1
38   27 11
128,401   89,270 39,131
10,598   7,606 2,992
4,936   3,520 1,416
90,411   60,896 29,515
44,994   37,115 7,879
38   26 12
71,011   50,762 20,249
38   28 10
17,485   12,947 4,538
130,046   108,054 21,992
38   31 7
5,395   4,418 977
38   30 8
154,519   114,455 40,064
19,283   11,809 7,474
38   27 11
38   26 12
71,087   48,773 22,314
1,569   1,091 478
2   1 1
100,962   88,309 12,653
160   130 30
99,017   76,278 22,739
6,463   4,979 1,484
8,462   5,989 2,473
74,160   50,172 23,988
10,774   8,753 2,021
38,760   32,439 6,321
33,371   28,234 5,137
23,269   14,388 8,881
17,143   10,600 6,543
47,418   42,479 4,939
38   36 2
273   233 40
8,406   7,197 1,209
76,442   57,240 19,202
36,378   23,781 12,597
184   120 64
251,372   155,535 95,837
6,819   5,106 1,713
99,960   30,648 69,312
3,608   1,095 2,513
552,447   171,406 381,041
6,463   1,572 4,891
380   96 284
120,032   32,134 87,898
7,603   2,065 5,538
71,944   24,712 47,232
7,603   1,962 5,641
380   101 279
6,082   1,662 4,420
380   97 283
7,223   1,899 5,324
102,139   102,040 99
50,620   51,020 -400
800,000   570,038 229,962
100,000   69,105 30,895
60   41 19
109,291   74,857 34,434
101,044   70,238 30,806
20,771   13,203 7,568
18,835   11,617 7,218
200,000   120,359 79,641
549,694   277,441 272,253
250,306   128,417 121,889
18,849   9,354 9,495
42   22 20
42   23 19
45,272   24,514 20,758
35,794   19,389 16,405
100,000   55,477 44,523
81,998   44,988 37,010
64,906   42,393 22,513
42   24 18
53,054   35,225 17,829
100,000   64,356 35,644
500,000   523,864 -23,864
2,856   2,861 -5
4,049   3,936 113
3,801   3,638 163
3,572   3,436 136
3,506   3,459 47
3,235   3,235  
3,052   3,014 38
3,068   3,083 -15
2,858   2,913 -55
2,585   2,802 -217
2,529   2,633 -104
2,708   2,848 -140
2,623   2,798 -175
2,570   2,744 -174
2,517   2,700 -183
2,475   2,673 -198
2,577   2,794 -217
3,859   3,756 103
4,060   4,013 47
4,894   4,829 65
981   978 3
1,599   1,607 -8
4,169   4,181 -12
5,062   4,897 165
3,856   3,757 99
4,769   4,637 132
4,846   4,749 97
4,582   4,494 88
4,457   4,355 102
4,514   4,432 82
4,247   4,198 49
4,315   4,253 62
2,710   2,944 -234
2,831   3,072 -241
2,725   2,962 -237
2,828   3,079 -251
2,728   2,952 -224
2,492   2,711 -219
2,807   3,067 -260
2,833   3,101 -268
2,621   2,859 -238
2,761   2,993 -232
2,723   2,952 -229
2,927   3,181 -254
3,049   3,285 -236
3,244   3,457 -213
3,279   3,442 -163
4,047   4,117 -70
168,601   176,648 -8,047
397   154 243
329,874   128,944 200,930
467   190 277
43,046   17,810 25,236
513   178 335
2,563   879 1,684
149,885   53,342 96,543
11,595   4,218 7,377
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
      74,391
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       15
b       55,578
c       32
d       39,880
e       22,864
      20
      -1,405
      -62
      -321
      -31
      10,108
      174
      287
      55,154
      138
      23
      -1
      11
      39,131
      2,992
      1,416
      29,515
      7,879
      12
      20,249
      10
      4,538
      21,992
      7
      977
      8
      40,064
      7,474
      11
      12
      22,314
      478
      1
      12,653
      30
      22,739
      1,484
      2,473
      23,988
      2,021
      6,321
      5,137
      8,881
      6,543
      4,939
      2
      40
      1,209
      19,202
      12,597
      64
      95,837
      1,713
      69,312
      2,513
      381,041
      4,891
      284
      87,898
      5,538
      47,232
      5,641
      279
      4,420
      283
      5,324
      99
      -400
      229,962
      30,895
      19
      34,434
      30,806
      7,568
      7,218
      79,641
      272,253
      121,889
      9,495
      20
      19
      20,758
      16,405
      44,523
      37,010
      22,513
      18
      17,829
      35,644
      -23,864
      -5
      113
      163
      136
      47
       
      38
      -15
      -55
      -217
      -104
      -140
      -175
      -174
      -183
      -198
      -217
      103
      47
      65
      3
      -8
      -12
      165
      99
      132
      97
      88
      102
      82
      49
      62
      -234
      -241
      -237
      -251
      -224
      -219
      -260
      -268
      -238
      -232
      -229
      -254
      -236
      -213
      -163
      -70
      -8,047
      243
      200,930
      277
      25,236
      335
      1,684
      96,543
      7,377
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2,614,315
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 37,041
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 37,041
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 37,041
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 53,923
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 53,923
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......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 16,882
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow16,882 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$   (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
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 arrowCT
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 arrow  
14
The books are in care ofright arrowBANK OF AMERICA NA Telephone no.right arrow (888) 866-3275

Located atright arrowPO BOX 1532 AFTPENNINGTONNJ ZIP+4right arrow08534
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
STUART WEITZMAN TRUSTEE
2
0    
169 TACONIC RD
GREENWICH,CT06831
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 arrow  
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
12,245,169
b
Average of monthly cash balances.......................
1b
225,232
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
12,470,401
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
12,470,401
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
187,056
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
12,283,345
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
614,167
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
614,167
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
37,041
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
37,041
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
577,126
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
577,126
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
577,126
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
9,868,880
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
9,868,880
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 7 577,126
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...... 11,976,845
b From 2020...... 8,225,102
c From 2021...... 0
d From 2022...... 7,076,131
e From 2023...... 5,879,596
f Total of lines 3a through e ........ 33,157,674
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 9,868,880
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..... 577,126
e Remaining amount distributed out of corpus 9,291,754
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 42,449,428
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) ...
11,976,845
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
30,472,583
10 Analysis of line 9:
a Excess from 2020.... 8,225,102
b Excess from 2021.... 0
c Excess from 2022.... 7,076,131
d Excess from 2023.... 5,879,596
e Excess from 2024.... 9,291,754
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).)
STUART WEITZMAN ELIZABETH WEITZMAN
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.
NONE
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

MACCABI USA

1511 WALNUT STREET STE 401
PHILADELPHIA,PA19102
N/A PC UNRESTRICTED GENERAL 500,000

ITEC -ISRAEL TENNIS & EDUCATION CTRS FDN

165 E 56TH STREET
NEW YORK,NY100222709
N/A PC UNRESTRICTED GENERAL 150,000

WEILL CORNELL MEDICAL COLLEGE

377 PINE TREE ROAD
NEW YORK,NY148502820
N/A PC UNRESTRICTED GENERAL 1,000,000

INSTITUTE STUDY OF GLOBAL ANTISEMITISM

450 PARK AVENUE S 3RD FL
NEW YORK,NY100167320
N/A PC UNRESTRICTED GENERAL 125,000

TRUSTEES OF UNIVERSITY OF PENNSYLVANNIA

3451 WALNUT STREET SUITE 305
PHILADELPHIA,PA19104
N/A PC UNRESTRICTED GENERAL 4,000,000

NATIONAL MUSEUM OF JEWISH HISTORY

101 S INDEPENDENCE MALL EAST
PHILADELPHIA,PA19106
N/A PC UNRESTRICTED GENERAL 2,800,000

MACCABI WORLD UNION

520 8TH AVENUE 4TH FLOOR
NEW YORK CITY,NY10018
N/A PC UNRESTRICTED GENERAL 1,000,000

COMBAT CAMPUS ANTISEMITISM FOUNDATION

PO BOX 563
NEW YORK,NY101010563
N/A PC UNRESTRICTED GENERAL 250,000

UCLA FOUNDATION

10889 WILSHIRE BLVD
LOS ANGELES,CA90024
N/A PC UNRESTRICTED GENERAL 25,000
Total .................................right arrow 3a 9,850,000
bApproved for future payment
Total ................................. right arrow 3b  
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 ...........
         
4 Dividends and interest from securities ....     14 66,509  
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 2,614,315  
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) ..   2,680,824  
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,680,824
(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

TY 2024 AccountingFeesSchedule
Name:
WEITZMAN FAMILY FOUNDATION
EIN:
46-6477200
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE 1,250     1,250

TY 2024 InvestmentsOtherSchedule2
Name:
WEITZMAN FAMILY FOUNDATION
EIN:
46-6477200
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
74441R508 PRUDENTIAL SHORT TER      
74253Q747 PRINCIPAL MIDCAP FUN AT COST 533,843 780,666
315918821 FIDELITY ADVISOR HEA      
464287614 ISHARES RUSSELL 1000 AT COST 335,695 963,792
922908363 VANGUARD S&P 500 ETF AT COST 523,835 1,400,906
316071604 FIDELITY ADVISOR NEW      
592905509 METROPOLITAN WEST TO      
67065W639 NUVEEN SANTA BARBARA AT COST 630,387 813,052
6BWF90000 ASSET HOLDING AT COST   2,367,781
6BWF60000 ASSET HOLDING AT COST   1,505,962
6BWG10000 ASSET HOLDING AT COST   1,076,650
6BWF70000 ASSET HOLDING AT COST   1,574,533
464287655 ISHARES RUSSELL 2000 AT COST 153,060 165,720

TY 2024 OtherExpensesSchedule
Name:
WEITZMAN FAMILY FOUNDATION
EIN:
46-6477200
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER CHARITABLE EXPENSES 6,964 0   6,964


TY 2024 OtherIncreasesSchedule
Name:
WEITZMAN FAMILY FOUNDATION
EIN:
46-6477200
Description Amount
COST ADJUSTMENT 8,737
INCOME ADJUSTMENT 11,788


TY 2024 OtherProfessionalFeesSchedule
Name:
WEITZMAN FAMILY FOUNDATION
EIN:
46-6477200
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 26,666 15,999   10,666


TY 2024 TaxesSchedule
Name:
WEITZMAN FAMILY FOUNDATION
EIN:
46-6477200
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX - PRIOR YEAR 21,000 0   0
EXCISE TAX ESTIMATES 47,900 0   0