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ROMULUS T WEATHERMAN MEMORIAL FUND: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
ROMULUS T WEATHERMAN MEMORIAL FUND (EIN 47-2616352)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-12
IRS object ID
202211329349100921
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-12T09:34:13-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SHADE TREE ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1268 BROADWAY SUITE 101AddressLine1Txt
CitySARATOGA SPRINGSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12866ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN472616352EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Romulus T Weatherman Memorial FundBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% SHADE TREE ADVISORS LLCInCareOfNm
Business Name ControlROMUBusinessNameControlTxt
Phone5182909460PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1268 BROADWAY 101B C/O SHADE TREEAddressLine1Txt
CitySaratoga SpringsCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12866ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELIZABETH WEATHERMANPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone5182909460PhoneNum
Signature2022-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstELIZABETHPersonFirstNm
Person LastWEATHERMANPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGAVIN MCGILLIVRAYPreparerPersonNm
PTINP01609828PTIN
Phone5182909460PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,619,444FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,927,412ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$175InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$175InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$37,728DividendsRevAndExpnssAmt
Dividends Net Invst Incm$37,728DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$676,625NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,085,232GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$676,625CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,166OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$2,643,106TotalRevAndExpnssAmt
Total Net Invst Incm$714,528TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$10,225OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,556OtherProfFeesNetInvstIncmAmt
Interest Rev And Expnss$3,587InterestRevAndExpnssAmt
Interest Net Invst Incm$585InterestNetInvstIncmAmt
Printing And Pub Rev And Expnss$160PrintingAndPubRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$13,972TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,141TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,566,964ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,566,964ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,580,936TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,141TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,566,964TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$62,170ExcessRevenueOverExpensesAmt
Net Investment Income$711,387NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$95,505SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$376,783SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$376,783SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$3,601AcctRcvblAmt
Acct Rcvbl BOY$4,165AcctRcvblBOYAmt
Acct Rcvbl EOY$3,601AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$3,601AcctRcvblEOYFMVAmt
Corporate Stock BOY$1,507,803CorporateStockBOYAmt
Corporate Stock EOY$1,294,514CorporateStockEOYAmt
Corporate Stock EOYFMV$3,239,060CorporateStockEOYFMVAmt
Total Assets BOY$1,607,473TotalAssetsBOYAmt
Total Assets EOY$1,674,898TotalAssetsEOYAmt
Total Assets EOYFMV$3,619,444TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,607,473CapitalStockBOYAmt
Capital Stock EOY$1,674,898CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,607,473TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,674,898TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,607,473TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,674,898TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,607,473TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$62,170ExcessRevenueOverExpensesAmt
Other Increases$1,397,499OtherIncreasesAmt
Subtotal$3,067,142SubtotalAmt
Other Decreases$1,392,244OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,674,898TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
GS 9126 - DETAILS ATTACHED$1,083,117$408,607$674,510$674,510
GS 9126 - DETAILS ATTACHED$2,115$0$2,115$2,115
FieldValueIRS element (for citing)
Capital Gain Net Income$676,625CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$9,888InvestmentIncomeExciseTaxAmt
Subtotal$9,888SubtotalAmt
Tax Based On Investment Income$9,888TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,236EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$3,236TotalPaymentsAndCreditsAmt
Tax Due$6,652TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1SHADE TREE ADVISORS LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5182909460PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1268 BROADWAY 101BAddressLine1Txt
CitySARATOGA SPRINGSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12866ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonELIZABETH H WEATHERMANPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1268 BROADWAY 101B C/O SHADE TREEAddressLine1Txt
CitySaratoga SpringsCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12866ZIPCd
FieldValueIRS element (for citing)
TitleDIRECTOR - <1 HrTitleTxt
Average Hrs Per Wk Devoted To Pos0AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER CHARITABLE ORGANIZATIONS EXEMPTDescription1Txt
Description2UNDER INTERNAL REVENUE CODE SECTION 501(C)(3).Description2Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,432,191AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$364,965AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,797,156TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,797,156AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$56,957CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,740,199NetVlNoncharitableAssetsAmt
Minimum Investment Return$187,010MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$187,010MinimumInvestmentReturnAmt
Tax Based On Investment Income$9,888TaxBasedOnInvestmentIncomeAmt
Total Tax$9,888TotalTaxAmt
Distributable Before Adj$177,122DistributableBeforeAdjAmt
Distributable Before Ded$177,122DistributableBeforeDedAmt
Distributable As Adjusted$177,122DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,566,964ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$2,566,964QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$177,122DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12019PriorYear1Yr
Prior Year22018PriorYear2Yr
Prior Year32017PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$789,838ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$725,100ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$187,661ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$919,371ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,747,766ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,369,736TotalExcessDistributionCyovAmt
Qualifying Distributions$2,566,964QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$177,122AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,389,842RemainingDistriFromCorpusAmt
Total Corpus$6,759,578TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$789,838ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$5,969,740ExcessDistriCyovToNextYrAmt
Excess From Year4$725,100ExcessFromYear4Amt
Excess From Year3$187,661ExcessFromYear3Amt
Excess From Year2$919,371ExcessFromYear2Amt
Excess From Year1$1,747,766ExcessFromYear1Amt
Excess From Current Year$2,389,842ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerELIZABETH WEATHERMANContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
Sconset Trust
PO Box 821SiasconsetMA02564NONEPCGeneral Charitable Purposes$10,000
Deliver Fund
3800 Maple Ave Suite 500DallasTX75219NONEEOFGeneral Charitable Purposes$620,000
Deliver Fund
3800 Maple Ave Suite 500DallasTX75219NONEPCGeneral Charitable Purposes$20,000
Deliver Fund
3800 Maple Ave Suite 500DallasTX75219NONEPCGeneral Charitable Purposes$30,000
Florida International University
11200 SW 8th Street Modesto A MaidMiamiFL33199NONEPCGeneral Charitable Purposes$10,000MARC 5th Floor
Jesuit Refugee Service - SEE ATTACHED LIST
1627 K Street NW Suite 1100WashingtonDC20006NONEPCGeneral Charitable Purposes$850,153
Deliver Fund - SEE ATTACHED LIST
3800 Maple Ave Suite 500DallasTX75219NONEPCGeneral Charitable Purposes$876,811
Jesuit Refugee Service
1627 K Street NW Suite 1100WashingtonDC20006NONEPCGeneral Charitable Purposes$150,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,566,964TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$175ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$37,728ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$1,166ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$676,625ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$715,694ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$715,694TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
ELIZABETH WEATHERMAN Rev Trust
1268 BROADWAY 101B C/O SHADE TREESARATOGA SPRINGSNY12866$1,917,027Yes (X)
ELIZABETH WEATHERMAN
2268 BROADWAY 101B C/O SHADE TREESARATOGA SPRINGSNY12866$10,385Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertySee Attached List of Publicly Traded SecuritiesNoncashPropertyDesc
Fair Market Value$1,917,027FairMarketValueAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockGOLDMAN SACHS ACCT #9126StockNm
EOY Book Value$1,294,514EOYBookValueAmt
EOYFMV$3,239,060EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (3 entries)

DescDescAmtAmt
APPRECIATION OVER DONOR'S BASIS FOR$0
STOCK DONATED TO THE FOUNDATION$1,388,285
COST BASIS ADJUSTMENT$3,959

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescNondividend DistributionsDesc
Revenue And Expenses Per Books$1,166RevenueAndExpensesPerBooksAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (3 entries)

DescDescAmtAmt
APPRECIATION OVER FOUNDATION'S COST$0
BASIS FOR STOCK DISTRIBUTED TO 501(C)(3)$0
CHARITIES$1,397,499

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategorySTA FEESCategoryTxt
Amt$10,225Amt
Net Investment Income$2,556NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt
FEDERAL TAXES
FOREIGN TAXES PAID
STATE TAXES

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