2023-11-02T12:58:26-05:00 2022-12-31 SHADE TREE ADVISORS LLC 19 Railroad Place Suite 301 SARATOGA SPRINGS NY 12866 990PF 2022-01-01 472616352 Romulus T Weatherman Memorial Fund % SHADE TREE MATT SALISBURY ROMU 5182909460 19 RAILROAD PL SUITE 301 C/O STA Saratoga Springs NY 12866 ELIZABETH WEATHERMAN DIRECTOR 5182909460 2023-08-15 true ELIZABETH WEATHERMAN XXX-XX-XXXX BRAD HUNT P02138204 5182909460 2023-05-15 3 2022 2023-04-26 12:10:37Z X X 143170 X 1151078 436 436 436 7152 7047 7047 1302665 2708771 1302665 2461331 1310148 7483 75000 75000 415115 415115 820224 1378 1378 818845 16703 51 51 127643 127643 170 170 899940 899940 2354795 1429 1429 2336713 1825240 1825240 4180035 1429 1429 4161953 -1718704 1308719 6054 376783 75807 75807 0 3601 0 0 1294514 24773 67363 1674898 100580 143170 0 0 X 1674898 100580 1674898 100580 1674898 100580 1674898 -1718704 761655 717849 617269 100580 GS 9126 - LT D - PUBLICLY TRADED SECURITIES 2022-12-31 2708771 1406106 1302665 1302665 1302665 18191 18191 18191 10000 0 18500 28500 10309 10309 false false false false false false false true true NY true true false false false true N/A SHADE TREE MATT SALISBURY 5182909460 19 RAILROAD PL SUITE 301 SARATOGA SPRINGS NY 12866 false false false false false false false false false false false false false false false false false false false false false 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 75000 0 0 Joseph Norbeck 6811 Ledyard Drive DALLAS TX 75248 Ukraine Relief Aid 164413 Rob McCreary 2 Gibbs Lane NEWARK NJ 19711 Ukraine Relief Aid 86577 Anthony Sundermeier 1461 Hummel Lane FORT COLLINS CO 80525 Ukraine Relief Aid 57083 3 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 2336369 DETAILING THE EXPENDITURES TAKEN TOWARDS ACHIEVING THESE ACTIVITIES. NONE 0 0 0 765493 277221 0 1042714 0 1042714 15641 1027073 51354 X 4161953 0 0 0 0 4161953 0 0 2020 2019 2018 0 725100 187661 919371 1747766 2389842 5969740 4161953 0 4161953 10131693 0 0 0 0 725100 9406593 187661 919371 1747766 2389842 4161953 2023-05-16 X 6054 34762 38316 48235 127367 5146 29548 32569 41000 108263 4161953 2566964 1848528 1017947 9595392 1825240 2566964 1848528 1017947 7258679 2336713 2336713 0 34236 124673 68377 77691 304977 0 0 0 0 ELIZABETH WEATHERMAN X SEE ATTACHED LIST 19 Railroad Pl Suite 301 Saratoga Springs NY 12866 NONE PC GENERAL CHARITABLE PURPOSES 1825240 1825240 14 436 14 7152 18 1302665 1310253 1310253 false false false false false false false false false false X X 1 ELIZABETH WEATHERMAN Rev Trust C/O STA 19 Railroad Pl Suite 301 SARATOGA SPRINGS NY 12866 1042220 X X 2 ELIZABETH WEATHERMAN C/O STA 19 Railroad Pl Suite 301 SARATOGA SPRINGS NY 12866 108858 X 1 SEE ATTACHED LIST OF PUBLICLY TRADED SECURITIES 1042220 NONE 0 Joseph Norbeck 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. Anthony Sundermeier This independent contractor aids in the distribution of funds to provide support for individuals affected by the conflict in Ukraine. GOLDMAN SACHS ACCT #9126 24773 67363 APPRECIATION OVER DONOR'S BASIS FOR 0 STOCK DONATED TO THE FOUNDATION 617126 COST BASIS ADJUSTMENT 143 DE FILING FEES 150 150 BANK FEES 25 25 WAREHOUSE EXPENDITURES FOR STORAGE & DISTRIBUTION OF SUPPLIES 431114 431114 FIRST AID SUPPLIES 100914 100914 SHIPPING CONTAINER PURCHASE & SHIPPING EXPENDITURES 65795 65795 REIMBURSEMENTS TO OFFICER, EMPLOYEES, & CONTRACTORS FOR EXPENSES IN UKRAINE 301942 301942 Nondividend Distributions APPRECIATION OVER FOUNDATION'S COST 761655 BASIS FOR STOCK DISTRIBUTED TO 501(C)(3) 0 CHARITIES 0 STA FEES 5513 1378 1378 4134 CONSULTING FEES FOR PLANNING & EXECUTION OF AID IN UKRAINE 752853 752853 PERSONAL AID WORKER 55000 55000 PAYROLL SERVICES 6858 6858 FEDERAL TAXES 16652 FOREIGN TAXES PAID 47 47 47 RECLAIMABLE TAXES 4 4 4