2025-06-02T10:54:07-07:00 2024-12-31 943313644 Chu and Waters LLP 595 Market Street Suite 2350 San Francisco CA 94105 990PF 2024-01-01 956027464 Weisman Foundation co Judy Nadel WEIS 4159310869 2373 Pacific Avenue San Francisco CA 94115 Judy W Nadel Co-Trustee 2025-05-18 true true Corey R Waters P00379279 4157819900 2024 2025-03-06 01:10:19Z X 1242919 X X 39644 39644 39644 2990 221697 2990 42634 42634 39644 2000 2000 4110 2055 2055 300 300 35 35 6445 2390 4055 49460 49460 55905 2390 53515 -13271 40244 39644 28854 105188 105188 163000 74092 74504 380663 380683 714549 260354 259766 259859 60308 58478 88719 100 100 100 893279 878307 1242919 0 X 1022785 1021084 -129506 -142777 893279 878307 893279 878307 893279 -13271 880008 1701 878307 50,000 Shares Manufacturers & T 4.9% 12/09/24 P 2022-11-30 2024-12-09 50000 50000 45,000 Shares US Treasury Note 4.25% 9/24 P 2023-07-07 2024-09-30 45000 44420 580 580 45,000 Shares US Treasury Note 4.25% 12/24 P 2023-07-07 2024-12-31 45000 44389 611 611 30,000 Shares Cisco Systems 3.625 P 2018-03-07 2024-03-04 30000 30000 50,000 Shares US Treasury Note 3% 6/30/24 P 2022-07-08 2024-06-30 50000 49898 102 102 Charles Schwab Capital Gain Distribution P 2020-01-01 2024-12-31 1697 1697 1697 2990 559 559 559 1018 1018 459 459 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 1180119 50083 0 1230202 0 1230202 18453 1211749 60587 60587 559 559 60028 60028 60028 53515 53515 60028 53237 53515 53237 0 278 59750 X Stanford Jazz Workshop 541 Lasuen Mall Stanford CA 94305 NONE PC To dedicate to jazz education and appreciation and support jazz artists, educators, students and enthusiasts. 1000 New Israel Fund 330 Seventh Avenue 11th Floor New York NY 10001 NONE PC To advance democracy and equality for all Israelis. 2500 Whitney Museum 945 Madison Avenue at 75th Street New York NY 10021 NONE PC To collect, preserve, interpret and exhibit American art. 312 ASPCA 424 E 92nd St New York NY 10128 NONE PC To provide effective means for the prevention of cruelty to animals throughout the United States. 175 THIRTEEN 825 Eighth Avenue New York NY 10019 NONE PC To use media to create lifelong learning opportunities. 175 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. 2000 KQED 2601 Mariposa Street San Francisco CA 94110 NONE PC To provide citizens with the knowledge they need to make informed decisions; convene community dialogue; bring the arts to everyone; and engage audiences to share their stories. 500 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). 1800 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. 1500 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. 3000 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. 3500 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). 1000 American Friends of Israel Museum A 500 Fifth Avenue Suite 2540 New York NY 10110 NONE PC To foster and encourage the development of liberal arts by obtaining works of art and archeology for the Israel Museum, Jerusalem, Israel, and by obtaining grants, contributions and loans for, and by making grants, contributions and loans to, the Israel Museum, Jerusalem, Israel. 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. 2000 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. 3000 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. 1500 Wild Bird Fund 565 Columbus Avenue New York NY 10024 NONE PC To rehabilitate over 3000 sick, injured or orphaned wildlife and release them back to the wilds of New York City. 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. 480 World Food Program 1725 I Street NW Suite 510 Washington DC 20006 NONE PC To provide hope to communities affected by natural disaster, refugees surviving conflict and families living in extreme poverty. 3000 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 Museum of Art Design 2 Columbus Circle New York NY 10019 NONE PC To help support the Museum's exhibitions and educational programs. 135 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 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. 2000 St Jude Children's Reasearch Hospit 501 St Jude Place Memphis TN 38105 NONE PC To support the research and treatment of life-threatening childhood diseases. 1500 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. 2500 Tuoro Synagogue 85 Touro St Newport RI 02840 NONE PC Religious purpose 500 Marin Shakespeare 890 Belle Ave San Rafael CA 94901 NONE PC To support Marin Shakespeares mission is to serve as a vibrant catalyst for cultural engagement, education, and social justice to benefit the people of Marin, the San Francisco Bay Area, and beyond. 1000 Neue Galerie New York 1048 5th Ave New York NY 10028 NONE PC To support the museum of early twentieth-century German and Austrian art and design. 325 UCLA YS Nazarian Center - Israel St 11355 Bunche Hall Los Angeles CA 90095 NONE PC To promote the study of modern Israel. 250 Congregation Beth Sholom 301 14th Ave San Francisco CA 94118 NONE PC To create opportunities to experience the joys of Judaism by making our rich traditions and values relevant in todays world. 925 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 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 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. 250 Children's Museum Of Manhattan 212 W 83rd St New York NY 10024 NONE PC To build a trusted resource for families and caregivers, filling gaps in educational services for children in New York City and beyond. 305 Cal Performances 101 Zellerbach Hall Berkeley CA 94720 NONE PC To sustain world class art in the Bay Area, to support artists and educators, and to ensure the strength of the organization as a leading performing arts presenter. 1500 Creative Visions Foundation 18820 CA-1 201 Malibu CA 90265 NONE PC To support creative activists in developing powerful impact media and empower educators and youth to take creative action around the issues of our time. 500 Roxie Theater 3117 16th St San Francisco CA 94103 NONE PC To bring people together to meet and connect through distinctive cinematic experiences reflecting the spirit of the diverse Bay Area population. 315 San Francisco General Hospital 1001 Potrero Ave San Francisco CA 94110 NONE PC To improve the health and wellness and provide world-class care for all the people of San Francisco. 1000 ExtraFood 907 Sir Francis Drake Blvd Kentfield CA 94904 NONE PC To end hunger and wasted food in the Bay Area through a regional food recovery program. 500 Brooklyn Museum 200 Eastern Pkwy Brooklyn NY 11238 NONE PC To bring people together through art and experiences that inspire celebration, compassion, courage, and the will to act. 125 49460 14 39644 18 2990 42634 42634 false false false false false false false false false false Accounting Fees 4110 2055 0 2055 Schwab/Host Hotels Resor 4.5%26 50089 49672 Schwab/Cisco Sytems, 3.625%24 Schwab/Laboratory Corp O 3.6% 02/01/25 24996 24974 Schwab/Bank of America 3.875% 08/01/25 25073 24882 Schwab/Manufacturers & T 4/9% 12/09/24 Schwab/Bridgewater Bank 4.5% 12/09/25 50000 50162 Schwab/Wells Fargo 5.15% 10/13/26 30000 30607 Schwab/Morgan Stanley 4.65% 03/08/27 35000 35527 Schwab/The Goldman Sachs 3.85% 01/26/27 24860 24555 Schwab/Workday, Inc. 3.5% 04/01/27 19748 19480 Amer/Dfa Emer Mkt Val Ptf 4604 4354 Amer/Dfa Intl Sm Cap 16298 17555 Amer/Dfa US Sm Cap 4148 6201 Amer/Dfa Intl Value Ptf 14354 13739 Schwab/Vanguard High Dividend 118029 242190 Schwab/Vanguard Total Stock Market 72376 207641 Schwab/Chevron Corporation 9021 14791 Schwab/Union Pacific Corp 8606 23076 Schwab/Osterweis Strategic Inc Fund 10636 11577 Schwab/Tiaa Cref High Yield Fund 26115 26894 Schwab/Vanguard Div Appr Index Fund 5153 12722 Schwab/Vanguard Tot Int'l Stock 20224 29991 Schwab/Vanguard Div Appr EFT 35931 58951 Schwab/Vanguard Div Growth FD Investor 10076 15523 Schwab/Vanguard FTSE Emerging Markets 14967 17862 Schwab/Vanguard FTSE All World ETF VEU 10145 11482 74092 74504 Schwab/Vanguard REIT AT COST 55474 76175 Schwab/Enterprise Products Partners L.P. AT COST 3004 12544 Oil & Gas Right - Nominal Value 100 100 100 Investment Basis Adjustment 1471 Passthru Loss 230 Filing Fee 10 10 Renewal Fee 25 25 Foreign Taxes 300 300