ROMULUS T WEATHERMAN MEMORIAL FUND: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ROMULUS T WEATHERMAN MEMORIAL FUND (EIN 47-2616352)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202413199349101826
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- All Oth Prog Rltd Investments Sch
- Contractor Compensation Expln
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T08:47:12-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHADE TREE ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 Railroad Place Suite 301 | AddressLine1Txt |
| City | SARATOGA SPRINGS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12866 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472616352 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Romulus T Weatherman Memorial Fund | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SHADE TREE MATT SALISBURY | InCareOfNm |
| Business Name Control | ROMU | BusinessNameControlTxt |
| Phone | 5182909460 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 RAILROAD PL SUITE 301 C/O STA | AddressLine1Txt |
| City | Saratoga Springs | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12866 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH WEATHERMAN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5182909460 | PhoneNum |
| Signature | 2024-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRAD HUNT | PreparerPersonNm |
| PTIN | P02138204 | PTIN |
| Phone | 5182909460 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,657 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,760,175 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $50 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $50 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $50 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $144 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $144 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $144 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,101,611 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,128,982 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,101,611 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1,665 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $3,861,980 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,101,805 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,859 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $137,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $137,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $717,380 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $717,380 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $26,802 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $26,802 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $468,060 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,720 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $7,720 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $460,340 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $29,050 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $91,918 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $91,918 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $170 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $170 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,415,595 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,415,595 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,886,475 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,720 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $7,720 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,849,705 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,886,475 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,720 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $7,720 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,849,705 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $975,505 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,094,085 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $75,807 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,657 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,657 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $24,773 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $100,580 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,657 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,657 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $100,580 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,657 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $100,580 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,657 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $100,580 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,657 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $100,580 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $975,505 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,114 | OtherIncreasesAmt |
| Subtotal | $1,082,199 | SubtotalAmt |
| Other Decreases | $1,073,542 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,657 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| GS 9126 - PUBLICLY TRADED SECURITIES - LT - D | 2023-12-31 | $2,120,488 | $1,020,542 | $1,099,946 | $1,099,946 |
| GS 9126 - PUBLICLY TRADED SECURITIES - ST - A | 2023-12-31 | $8,494 | $6,829 | $1,665 | $1,665 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,101,611 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,665 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,208 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $15,208 | SubtotalAmt |
| Tax Based On Investment Income | $15,208 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,309 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $22,309 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7,101 | OverpaymentAmt |
| Applied To ES Tax | $7,101 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | https://www.weathermanfoundation.org/ | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHADE TREE MATT SALISBURY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5182909460 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 RAILROAD PL SUITE 301 | AddressLine1Txt |
| City | SARATOGA SPRINGS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12866 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ELIZABETH H WEATHERMAN | ||||||||
| C/O STA 19 RAILROAD PL SUITE 301 | Saratoga Springs | NY | 12866 | DIRECTOR - <1 Hr | 0.0 | $0 | $0 | $0 |
| MEGHAN MOBBS | ||||||||
| 10305 Vale Rd | Vienna | VA | 22181 | OFFICER | 40.0 | $137,500 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Svitlana Kopchak Rogers | |||||
| 10 W Shore Dr | PENNINGTON | NJ | 08534 | Ukraine Relief Aid | $50,000 |
| Rob McCreary | |||||
| 2 Gibbs Lane | NEWARK | NJ | 19711 | Ukraine Relief Aid | $50,000 |
| David Bramlette | |||||
| 3057 S Buchanan St apt 1B | ARLINGTON | VA | 22206 | Ukraine Relief Aid | $53,850 |
| Victoria Hill | |||||
| 10411 Authors Way | ORLANDO | FL | 32823 | Ukraine Relief Aid | $75,000 |
| Joseph Norbeck | |||||
| 6811 Ledyard Drive | DALLAS | TX | 75248 | Ukraine Relief Aid | $211,247 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATIONS DIRECT CHARITABLE ACTIVITIES CONSIST OF DISTRIBUTIONS OF FUNDS IN ORDER TO PROVIDE AID AND RELIEF TO THE UKRAINIAN PEOPLE. SEE THE ATTACHED STATEMENT | Description1Txt |
| Expenses1 | $2,849,705 | Expenses1Amt |
| Description2 | DETAILING THE EXPENDITURES TAKEN TOWARDS ACHIEVING THESE ACTIVITIES. | Description2Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,356 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $116,550 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $131,906 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $131,906 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,979 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $129,927 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,496 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,849,705 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,849,705 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $187,661 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $919,371 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,747,766 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,389,842 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,161,953 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,406,593 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,849,705 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Remaining Distri From Corpus | $2,849,705 | RemainingDistriFromCorpusAmt |
| Total Corpus | $12,256,298 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $187,661 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,068,637 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $919,371 | ExcessFromYear4Amt |
| Excess From Year3 | $1,747,766 | ExcessFromYear3Amt |
| Excess From Year2 | $2,389,842 | ExcessFromYear2Amt |
| Excess From Year1 | $4,161,953 | ExcessFromYear1Amt |
| Excess From Current Year | $2,849,705 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2023-05-16 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $6,054 | Year1Amt |
| Year2 | $34,762 | Year2Amt |
| Year3 | $38,316 | Year3Amt |
| Total | $79,132 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $5,146 | Year1Amt |
| Year2 | $29,548 | Year2Amt |
| Year3 | $32,569 | Year3Amt |
| Total | $67,263 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,849,705 | CurrentYearAmt |
| Year1 | $4,161,953 | Year1Amt |
| Year2 | $2,566,964 | Year2Amt |
| Year3 | $1,848,528 | Year3Amt |
| Total | $11,427,150 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | $1,825,240 | Year1Amt |
| Year2 | $2,566,964 | Year2Amt |
| Year3 | $1,848,528 | Year3Amt |
| Total | $6,240,732 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,849,705 | CurrentYearAmt |
| Year1 | $2,336,713 | Year1Amt |
| Total | $5,186,418 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,331 | CurrentYearAmt |
| Year1 | $34,236 | Year1Amt |
| Year2 | $124,673 | Year2Amt |
| Year3 | $68,377 | Year3Amt |
| Total | $231,617 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ELIZABETH WEATHERMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $144 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,101,611 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,101,805 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,101,805 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ELIZABETH WEATHERMAN Rev Trust | |||||||
| 1 | C/O STA 19 Railroad Pl Suite 301 | SARATOGA SPRINGS | NY | 12866 | $2,070,029 | Yes (X) | Yes (X) |
| See Attached List | |||||||
| 2 | C/O STA 19 Railroad Pl Suite 301 | SARATOGA SPRINGS | NY | 12866 | $690,146 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | See Attached List | NoncashPropertyDesc |
| Fair Market Value | $2,070,029 | FairMarketValueAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (5 entries)
| ExplanationExplanationTxt |
|---|
| Svitlana Kopchak Rogers |
| THIS INDEPENDENT CONTRACTOR AIDS IN THE DISTRIBUTION OF FUNDS TO PROVIDE SUPPORT FOR INDIVIDUALS AFFECTED BY THE CONFLICT IN UKRAINE. |
| Rob McCreary |
| THIS INDEPENDENT CONTRACTOR AIDS IN THE DISTRIBUTION OF FUNDS TO PROVIDE SUPPORT FOR INDIVIDUALS AFFECTED BY THE CONFLICT IN UKRAINE. |
| David Bramlette |
| THIS INDEPENDENT CONTRACTOR AIDS IN THE DISTRIBUTION OF FUNDS TO PROVIDE SUPPORT FOR INDIVIDUALS AFFECTED BY THE CONFLICT IN UKRAINE. |
| Victoria Hill |
| THIS INDEPENDENT CONTRACTOR AIDS IN THE DISTRIBUTION OF FUNDS TO PROVIDE SUPPORT FOR INDIVIDUALS AFFECTED BY THE CONFLICT IN UKRAINE. |
| Joseph Norbeck |
| THIS INDEPENDENT CONTRACTOR AIDS IN THE DISTRIBUTION OF FUNDS TO PROVIDE SUPPORT FOR INDIVIDUALS AFFECTED BY THE CONFLICT IN UKRAINE. |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | GOLDMAN SACHS ACCT #9126 | StockNm |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $26,802 | LegalFeesAmt |
| Disbursements Charitable Prps | $26,802 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| APPRECIATION OVER DONOR'S BASIS FOR | $0 |
| STOCK DONATED TO THE FOUNDATION | $1,073,542 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| DE FILING FEES | $150 | $150 |
| MEDICAL EXPENSES | $79,081 | $79,081 |
| OTHER EXPENSES FOR CHARITABLE | ||
| PURPOSE IN UKRAINE | $1,153,262 | $1,153,262 |
| REIMBURSEMENTS TO OFFICER, | ||
| EMPLOYEES, & CONTRACTORS | ||
| FOR EXPENSES IN UKRAINE | $168,974 | $168,974 |
| RENT EXPENSE | $13,752 | $13,752 |
| FL FILING FEE | $351 | $351 |
| NY FILING FEE | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Nondividend Distributions | Desc |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $6,114 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| STA FEES | $30,881 | $7,720 | $7,720 | $23,161 |
| CONSULTING FEES FOR PLANNING & | ||||
| EXECUTION OF AID IN UKRAINE | $437,179 | $437,179 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FEDERAL TAXES | $29,050 |
| FOREIGN TAXES PAID | $0 |
| RECLAIMABLE TAXES | $0 |
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