2024-05-14T17:18:51-07:00 2023-12-31 943313644 Chu and Waters LLP 595 Market Street Suite 2350 San Francisco CA 94105 990PF 2023-01-01 956027464 Weisman Foundation co Judy Nadel WEIS 4159310869 2373 Pacific Avenue San Francisco CA 94115 Judy W Nadel Co-Trustee 2024-05-10 true Judy W Nadel 999009999 true Corey R Waters P00379279 4157819900 2 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 1173262 X X 35381 35381 35381 -79 193120 1403 35302 35381 36784 2000 2000 755 378 377 3830 1915 1915 2686 2686 60 60 9331 5039 4292 59597 59597 68928 5039 63889 -33626 30342 36784 28968 28854 28854 163041 163000 163778 405409 380663 635887 275615 260354 258544 65927 60308 86099 100 100 100 939060 893279 1173262 10000 10000 0 X 1024940 1022785 -95880 -129506 929060 893279 939060 893279 929060 -33626 895434 2155 893279 0.7 Shares Oneok Inc P 2023-09-26 2023-09-26 45 47 -2 -2 66 Shares Oneok Inc P 2023-09-26 2023-11-13 4276 4387 -111 -111 56,000 Shares US Treasury Note 1.375% 09/23/23 P 2022-10-04 2023-09-30 56000 54484 1516 1516 4,468 Shares Baird Ultra Short Bond P 2021-08-05 2023-07-07 44911 45000 -89 -89 2,069 Shares Pimco Income Fund P 2021-01-01 2023-10-30 20711 24818 -4107 -4107 100 Shares Magellan Midstream Partners, L.P. P 2021-01-08 2023-09-26 6938 4463 2475 2475 Charles Schwab Capital Gain Distribution P 2021-01-01 2023-12-31 239 239 239 60,000 Shares US Treasury Bill 6/1/23 P 2022-12-02 2023-06-01 60000 60000 -79 1403 422 422 422 1440 1440 1018 1018 false false false false false false false false true CA true false false false false true N/A Judy Nadel 4159310869 2373 Pacific Avenue San Francisco CA 941151241 false false false false false false false false false false false false false false false false false false false false false false Judy W Nadel 2373 Pacific Avenue San Francisco CA 94115 Co-Trustee 2.00 0 William Nadel 2373 Pacific Avenue San Francisco CA 94115 Co-Trustee 0.00 0 Sharon Frankel 411 W End Avenue New York NY 10024 Co-Trustee 2.00 2000 Noel Frankel 411 W End Avenue New York NY 10024 Co-Trustee 0.00 0 Daniel Martin Stern 304 Euclid Santa Monica CA 90402 Co-Trustee 0.00 0 NONE NONE 1120382 35878 0 1156260 0 1156260 17344 1138916 56946 56946 422 422 56524 56524 56524 63889 63889 56524 60602 63889 60602 0 3287 53237 X Stanford Law School 559 Nathan Abbott Way Stanford CA 94305 NONE PC To dedicate to the highest standards of excellence in legal scholarship and to the training of lawyers and honorably serve their clients and the public and to help solve the problems of our nation and our world. 1000 New Israel Fund 330 Seventh Avenue 11th Floor New York NY 10001 NONE PC To advance democracy and equality for all Israelis. 2500 Theatre Development Fund 520 Eighth Avenue Suite 801 New York NY 10018 NONE PC To identify and provide support, including financial assistance, to theatrical works of artistic merit. 2500 New York Public Radio 160 Varick Street New York NY 10013 NONE PC To bring listeners a uniquely thought-provoking and soul-enriching array of news, current affairs, music and cultural programming. 300 Robin Hood 826 Broadway 9th Floor New York NY 10003 NONE PC To find, fund and partner with programs that have proven they are an effective remedy to poverty and are a consistent force for good in the lives of New Yorkers in need. 2500 City Harvest 6 East 32nd Street 5th Floor New York NY 10016 NONE PC To end hunger in communities throughout New York City through food rescue and distribution, education and other practical, innovative solutions. 1000 Larkin Street 701 Sutter Street Suite 2 San Francisco CA 94109 NONE PC To integrate street outreach and emergency shelter, primary medical care, transitional housing, and job training and scholarship assistance to get homeless and at risk kids off the streets. 2000 Congregation Emanu-El 2 Lake Street San Francisco CA 94118 NONE PC To advance members' lifelong involvement in Judaism, engaging them in communal prayer (avodah), the study of sacred texts (Torah), and the performance of compassionate deeds (g'milut hasadim). 1850 Fine Arts Museum 50 Hagiwara Tea Garden Drive San Francisco CA 94118 NONE PC To provide extensive and innovative art education programs for people of all ages and interests. 209 Food Runner 2579 Washington St San Francisco CA 94115 NONE PC To help alleviate hunger in San Francisco, to help prevent waste and to help create community. 500 Jewish Family and Children's Servic 2150 Post St San Francisco CA 94115 NONE PC To serve people with the highest quality, research-based social services designed to strengthen individuals, strengthen families and strengthen communities. 2500 Ben Gurion University 1001 6th Ave New York NY 10018 NONE PC To be among the best inter-disciplinary research universities in the world, a leader in scientific innovation, inter-disciplinary research and applied sciences. 500 International Rescue 122 East 42nd Street New York NY 10168 NONE PC To help survivors to heal, recover and rebuild their communities to be stronger, more stable and more democratic. 2500 Hamilton Family Center 1631 Hayes Street San Francisco CA 94117 NONE PC To end homelessness for families and individuals in the San Francisco Bay Area. 1500 Coalition for the Homeless 468 Turk Street San Francisco CA 94102 NONE PC To defend homeless and low-income people from attacks on their rights and their persons, while advocating for permanent solutions to homelessness that take into account not only poverty's devastating effects, but also its root causes. 1000 Doctors Without Borders 333 7th Avenue 2nd Floor New York NY 10001 NONE PC To bring quality medical care to people in crisis regardless of their race, religion, or political affiliation. 2500 Homeboy Industries 130 West Bruno St Los Angeles CA 90012 NONE PC To assist high-risk youth, former gang members and the recently incarcerated with avariety of free programs, such as mental health counseling,legal services, tattoo removal, curriculum and educationclasses, work-readiness training, and employmentservices. 500 Jefferson Medical College 1020 Walnut St Philadelphia PA 19107 NONE PC To educate physicians who will form and lead the integrated healthcaredelivery and research teams of tomorrow; discovering new knowledge that will define the future of clinical carethrough investigation from the laboratory to the bedside, and into the community; and setting the standard forquality, compassionate and efficient patient care for our community and for the nation. 1000 Temple Emanu-El 2 Lake Street San Francisco CA 94118 NONE PC To advance our members' lifelong involvement in Judaism, engaging them in communal prayer (avodah), the study of sacred texts (Torah), and the performance of compassionate deeds (g'milut hasadim). 500 Marine Mammal Center 2000 Bunker Road Sausalito CA 94965 NONE PC To expand knowledge about marine mammals. 500 Save the Children 54 Wilton Road Westport CT 06880 NONE PC To create lasting, positive change in the lives of children in need in the United States and around the world. 2500 J Street Education Fund PO Box 66073 Washington DC 20035 NONE PC To change the U.S. political dynamics around Israel by mobilizing broad support for a two-state solution. 2500 San Francisco Jazz 201 Franklin Street San Francisco CA 94102 NONE PC To reach, develop and nurture current and future musicians and audiences by providing rich, innovative, interactive and informative programming in jazz appreciation, creation and performance within our diverse communities. 1460 Jewish Home for the Aged 302 Silver Avenue San Francisco CA 94112 NONE PC To become a regional resource as an integral part of a continuum of care throughout the Bay Area that provides senior adults with a variety of life enriching programs and services that are accessible, promote individual dignity, encourage independence, connect them to their community, and reflect the social, cultural, and spiritual values of Jewish tradition. 500 WNYC 160 Varick Street New York NY 10013 NONE PC To support New York's flagship public radio stations, broadcasting the finest programs from NPR, American Public Media, Public Radio International and the BBC World Service, as well as a wide range of award-winning local programming. 240 Planned Parenthood 67 Holly Hill Rd Greenwich CT 06830 NONE PC To ensure access to quality health care, education, and information for all individuals and families worldwide. 1000 Plan International 155 Plan Way Warwick RI 02886 NONE PC A child rights organization working with communities in many countries to alleviate child poverty so that children can realize their full potential. 468 Sloan Kettering 1275 York Avenue New York NY 10065 NONE PC Memorial Sloan Kettering Cancer Center is a cancer treatment and research institution in New York City, founded in 1884 as the New York Cancer Hospital. In more than 100 laboratories, Sloan Kettering scientists conduct innovative research to advance understanding in the biological sciences and improve human health. 1000 Metropolitan Museum 1000 5th Avenue New York NY 10028 NONE PC To support the metropolitan and assist in meeting the cost of keep exhibitions open, protect the collection, support education programs and provide the Museum with additional funding in area where it is needed most. 110 St Jude Hospital 311 California Street 650 San Francisco CA 94104 NONE PC To advance cures and means of prevention for pediatric catastrophic diseases through research and treatment. 2490 New York Botanical Gardens 2900 Southern Blvd Bronx NY 10458 NONE PC The New York Botanical Garden is an iconic living museum, a major educational institution, and a renowned plant research and conservation organization. Founded in 1891 and now a National Historic Landmark. 185 Alzeimers Association 2 Jefferson Plaza Suite 103 Poughkeepsie NY 12260 NONE PC The mission of the Alzheimer Association is to eliminate Alzheimer's disease through the advancement of research, provide and enhance care and support for all affected, and reduce the risk of dementia through the promotion of brain health. 250 George Mason University Foundation 4400 University Drive Fairfax VA 22030 NONE PC Investigate climate change and support for climate policies. 500 American Civil Liberties Union ACLU 39 Drumm Street San Francisco CA 94111 NONE PC Defending human rights. 1000 Health Wagon 5626 Patriot Dr Wise VA 24293 NONE PC Deliver health care in the central Appalachian region. 150 World Central Kitchen 1875 Connecticut Ave NW 10th Floor Washington DC 20009 NONE PF Use the power of food to empower communities and strengthen economies. 2500 The Fromm Institute 2130 Fulton St San Francisco CA 94117 NONE PC To support the institute's daytime courses for retired adults over 50. 1000 Ikar 1737 S La Cienega Blvd Los Angeles CA 90035 NONE PC To support a post-denominational Jewish congregation and community. 1500 Noe Valley Chamber Music 1021 Sanchez Street San Francisco CA 94114 NONE PC To support presenting chamber music performances by Bay Areas most outstanding artists and ensembles in warm and intimate concert venues. 1500 Tuoro Synagogue 85 Touro St Newport RI 02840 NONE PC Religious purpose 500 Feeding America 35 East Wacker Drive Suite 2000 Chicago IL 60601 NONE PC To support the nations largest domestic hunger-relief organizations working to connect people with food and end hunger 500 St Anthony's Foundation 150 Golden Gate Avenue San Francisco CA 94102 NONE PC To feed, heal, shelter, clothe, lift the spirits of those in need, and create a society in which all persons flourish. 500 San Francisco Symphony 201 Van Ness Ave San Francisco CA 94102 NONE PC To inspire and serve audiences and communities throughout the Bay Area and the world through the power of musical performance 3500 Temple Beth Sholom 642 Dolores Ave San Leandro CA 94577 NONE PC To allow for innovative programming alongside tradition to serve a diverse community. 1000 Earth Island Institute Inc 2150 Allston Way 460 Berkeley CA 94704 NONE PC To support environmental projects and leaders to achieve solutions to the crises threatening the survival of life on earth. 500 American Museum of Natural History 200 Central Park W New York NY 10024 NONE PC To discover, interpret, and disseminatethrough scientific research and educationknowledge about human cultures, the natural world, and the universe. 275 Dignity Moves 870 Market St 1153 San Francisco CA 94102 NONE PC To provide interim housing where peoplecan get out of survival mode, take a breath, andhave the mental and emotional capacity to focus onstabilizing and rebuilding their lives. 500 Environmental Advocates NY 353 Hamilton St Albany NY 12210 NONE PC To fight for policies that willrestore and protect New Yorks environment, supporthealthy, vibrant communities, and secure benefits andoutcomes for all within and beyond the state througheducation, partnerships and advocacy. 2500 Jews United for Democracy and Justi 4659 Balboa Ave Encino CA 91316 NONE PC Jews United for Democracy and Justice (JUDJ) is a broad cross-section of American Jewswho stand with our community and others to assert a Jewish voice to safeguard theprinciples and foundations of our constitutional democracy. 250 ProPublica 155 Avenue of the Americas 13th Fl New York NY 10013 NONE PC To expose abuses of power and betrayals of the public trust by government, business, and other institutions, using the moral force of investigative journalism to spur reform through the sustained spotlighting of wrongdoing. 500 San Francisco Public Press 44 Page St San Francisco CA 94102 NONE PC To support and bring together diverse communities to listen, learn and collaborate on ways to address problems and effect change. 250 The J KC 5801 W 115th Street Overland Park KS 66211 NONE PC To build a strong, vibrant and inclusive community that enhances wellness, meaning, and joy, based on Jewish values, heritage, and culture. 360 T'ruah 266 W 37th Street Suite 803 New York NY 10018 NONE PC To bring the Torahs ideals of human dignity, equality, and justice to life by empowering rabbis and cantors to be moral voices and to lead Jewish communities in advancing democracy and human rights for all people in the United States, Canada, Israel, and the occupied Palestinian territories. 250 59597 14 35381 18 -79 35302 35302 false false false false false false false false false false Accounting Fees 3830 1915 0 1915 Schwab/Host Hotels Resor 4.5%26 50145 48964 Schwab/Cisco Sytems, 3.625%24 30071 29867 Schwab/Laboratory Corp O 3.6% 02/01/25 24996 24554 Schwab/Bank of America 3.875% 08/01/25 25142 24687 Schwab/Manufacturers & T 4/9% 12/09/24 50000 49952 Schwab/Bridgewater Bank 4.5% 12/09/25 50000 49919 Schwab/Wells Fargo 5.15% 10/13/26 30000 30601 Amer/Dfa Emer Mkt Val Ptf 4604 4284 Amer/Dfa Intl Sm Cap 16298 16994 Amer/Dfa US Sm Cap 4148 5745 Amer/Dfa Intl Value Ptf 14354 13352 Schwab/Vanguard High Dividend 118029 211895 Schwab/Vanguard Total Stock Market 72376 169962 Schwab/Chevron Corporation 9021 15232 Schwab/Union Pacific Corp 8606 24855 Schwab/Osterweis Strategic Inc Fund 10636 11298 Schwab/Tiaa Cref High Yield Fund 26115 26559 Schwab/Vanguard Div Appr Index Fund 5153 11068 Schwab/Vanguard Tot Int'l Stock 20224 29498 Schwab/Vanguard Div Appr EFT 35931 51296 Schwab/Vanguard Div Growth FD Investor 10076 15951 Schwab/Vanguard FTSE Emerging Markets 14967 16670 Schwab/Vanguard FTSE All World ETF VEU 10125 11228 163000 163778 Schwab/Vanguard REIT AT COST 56242 75559 Schwab/Enterprise Products Partners L.P. AT COST 4066 10540 Legal Fees 755 378 0 377 Oil & Gas Right - Nominal Value 100 100 100 Excise Tax 974 Investment Basis Adjustment 909 Passthru Loss 272 Filing Fee 10 10 Renewal Fee 50 50 Federal Taxes 2437 2437 Foreign Taxes 249 249