ROMULUS T WEATHERMAN MEMORIAL FUND: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: ROMULUS T WEATHERMAN MEMORIAL FUND (EIN 47-2616352)
Tax period: 2020-01-01 to 2020-12-31
Filed: 2021-11-04
IRS object ID: 202143089349100724
Schema version: 2020v4.1
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
Accounting Fees Schedule
All Oth Prog Rltd Investments Sch
Depreciation Schedule
Investments Corp Stock Schedule
Other Decreases Schedule
Other Increases Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-11-04T12:44:29-05:00	ReturnTs
Tax Period End	2020-12-31	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	268 BROADWAY SUITE 101B	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	2020-01-01	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 ADVISORS LLC	InCareOfNm
Business Name Control	ROMU	BusinessNameControlTxt
Phone	5182909460	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	268 BROADWAY 101B C/O SHADE TREE	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	2021-05-15	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	ELIZABETH	PersonFirstNm
Person Last	WEATHERMAN	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	GAVIN MCGILLIVRAY	PreparerPersonNm
PTIN	P01609828	PTIN
Phone	5182909460	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$3,265,469	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	$2,361,861	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$1,518	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$1,518	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$40,329	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$40,329	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$91,499	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$102,805	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$91,499	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$2,495,207	TotalRevAndExpnssAmt
Total Net Invst Incm	$133,346	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss	$9,610	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$2,402	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$21,378	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$1,128	TaxesNetInvstIncmAmt
Printing And Pub Rev And Expnss	$160	PrintingAndPubRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$31,148	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$3,530	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,848,528	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,848,528	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,879,676	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$3,530	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$1,848,528	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$615,531	ExcessRevenueOverExpensesAmt
Net Investment Income	$129,816	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$694,938	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$95,505	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$95,505	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl	$4,165	AcctRcvblAmt
Acct Rcvbl EOY	$4,165	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$4,165	AcctRcvblEOYFMVAmt
Corporate Stock BOY	$1,270,125	CorporateStockBOYAmt
Corporate Stock EOY	$1,507,803	CorporateStockEOYAmt
Corporate Stock EOYFMV	$3,165,799	CorporateStockEOYFMVAmt
Total Assets BOY	$1,965,063	TotalAssetsBOYAmt
Total Assets EOY	$1,607,473	TotalAssetsEOYAmt
Total Assets EOYFMV	$3,265,469	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$1,965,063	CapitalStockBOYAmt
Capital Stock EOY	$1,607,473	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,965,063	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,607,473	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,965,063	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,607,473	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,965,063	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$615,531	ExcessRevenueOverExpensesAmt
Other Increases	$1,135,633	OtherIncreasesAmt
Subtotal	$3,716,227	SubtotalAmt
Other Decreases	$2,108,754	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$1,607,473	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	AVALARA INC CMN - GS #9126	PropertyDesc
Acquired	2016-09-26	AcquiredDt
Sold	2020-07-23	SoldDt
Gross Sales Price	$102,805	GrossSalesPriceAmt
Cost Or Other Basis	$11,306	CostOrOtherBasisAmt
Gain Or Loss	$91,499	GainOrLossAmt
Gains Minus Excess Or Losses	$91,499	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$91,499	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$1,804	InvestmentIncomeExciseTaxAmt
Subtotal	$1,804	SubtotalAmt
Tax Based On Investment Income	$1,804	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$2,040	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$2,000	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$4,040	TotalPaymentsAndCreditsAmt
Overpayment	$2,236	OverpaymentAmt
Applied To ES Tax	$2,236	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	false	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	NY	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	SHADE TREE ADVISORS LLC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	5182909460	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	268 BROADWAY 101B	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

Field	Value	IRS element (for citing)
Person	ELIZABETH H WEATHERMAN	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	268 BROADWAY 101B C/O SHADE TREE	AddressLine1Txt
City	Saratoga Springs	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	12866	ZIPCd

Field	Value	IRS element (for citing)
Title	DIRECTOR	TitleTxt
Average Hrs Per Wk Devoted To Pos	0	AverageHrsPerWkDevotedToPosRt
Compensation	$0	CompensationAmt
Employee Benefit Program	$0	EmployeeBenefitProgramAmt
Expense Account Other Allwnc	$0	ExpenseAccountOtherAllwncAmt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER CHARITABLE ORGANIZATIONS EXEMPT	Description1Txt
Description2	UNDER INTERNAL REVENUE CODE SECTION 501(C)(3).	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	$1,900,679	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$181,873	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$2,082,552	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$2,082,552	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$31,236	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$2,051,316	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$102,566	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$102,566	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$1,804	TaxBasedOnInvestmentIncomeAmt
Total Tax	$1,804	TotalTaxAmt
Distributable Before Adj	$100,762	DistributableBeforeAdjAmt
Distributable Before Ded	$100,762	DistributableBeforeDedAmt
Distributable As Adjusted	$100,762	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,848,528	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	$1,848,528	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$1,848,528	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$100,762	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Prior Year1	2018	PriorYear1Yr
Prior Year2	2017	PriorYear2Yr
Prior Year3	2016	PriorYear3Yr
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$442,055	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$789,838	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$725,100	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$187,661	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$919,371	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$3,064,025	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,848,528	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Current Year	$100,762	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$1,747,766	RemainingDistriFromCorpusAmt
Total Corpus	$4,811,791	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$442,055	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$4,369,736	ExcessDistriCyovToNextYrAmt
Excess From Year4	$789,838	ExcessFromYear4Amt
Excess From Year3	$725,100	ExcessFromYear3Amt
Excess From Year2	$187,661	ExcessFromYear2Amt
Excess From Year1	$919,371	ExcessFromYear1Amt
Excess From Current Year	$1,747,766	ExcessFromCurrentYearAmt

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	ELIZABETH WEATHERMAN	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
NEW YORK UNIVERSITY SCHOOL OF LAW
25 WEST FOURTH STREET 4TH FLOOR	NEW YORK	NY	10012	NONE	PC	GENERAL CHARITABLE PURPOSES	$150,000
LELAND STANFORD JUNIOR UNIVERSITY
326 GALVEZ STREET	STANFORD	CA	94305	NONE	PC	GENERAL CHARITABLE PURPOSES	$24,915
SAINT ANN'S SCHOOL
129 PIERREPONT STREET	BROOKLYN	NY	11201	NONE	PC	GENERAL CHARITABLE PURPOSES	$300,142
ADVANCE DEMOCRACY INC
1360 BEVERLY ROAD SUITE 300	MCLEAN	VA	22101	NONE	PC	GENERAL CHARITABLE PURPOSES	$75,000
NEW YORK UNIVERSITY SCHOOL OF LAW
25 WEST FOURTH STREET 4TH FLOOR	New York	NY	10012	NONE	PC	General Charitable Purposes	$151,531
MOUNT HOLYOKE
50 College Street	South Hadley	MA	01075	NONE	PC	General Charitable Purposes	$223,626
MOUNT HOLYOKE
50 College Street	South Hadley	MA	01075	NONE	PC	General Charitable Purposes	$249,917
MOUNT HOLYOKE
50 College Street	South Hadley	MA	01075	NONE	PC	General Charitable Purposes	$250,118
DUI HUA
450 Sutter Street Suite 900	San Francisco	CA	94108	NONE	PC	General Charitable Purposes	$125,212
SAINT ANN'S SCHOOL
129 PIERREPONT STREET	Brooklyn	NY	11201	NONE	PC	GENERAL CHARITABLE PURPOSES	$298,067

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,848,528	TotalGrantOrContriPdDurYrAmt

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	$1,518	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$40,329	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 Incm Part VII		OtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$91,499	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	$133,346	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$133,346	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	Noncash ContributionNoncashContributionInd	Person ContributionPersonContributionInd
ELIZABETH WEATHERMAN Rev Trust
1	268 BROADWAY 101B C/O SHADE TREE	SARATOGA SPRINGS	NY	12866	$1,346,884	Yes (X)
ELIZABETH WEATHERMAN
2	268 BROADWAY 101B C/O SHADE TREE	SARATOGA SPRINGS	NY	12866	$1,014,977	Yes (X)	Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Noncash Property	See attached list of Publicly Traded Securities	NoncashPropertyDesc
Fair Market Value	$2,351,842	FairMarketValueAmt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	SHADE TREE ADVISORS	CategoryTxt
Amt	$9,609	Amt
Net Investment Income	$2,402	NetInvestmentIncomeAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Desc	NONE	Desc

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	$1,507,803	EOYBookValueAmt
EOYFMV	$3,165,799	EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDesc	AmtAmt
APPRECIATION OVER DONOR'S BASIS FOR	$2,108,754
STOCK DONATED TO THE FOUNDATION	$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (3 entries)

DescDesc	AmtAmt
APPRECIATION OVER FOUNDATION'S COST	$1,135,633
BASIS FOR STOCK DISTRIBUTED TO 501(C)(3)	$0
CHARITIES	$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt
FEDERAL TAXES	$20,000
FOREIGN TAXES PAID	$1,128	$1,128
STATE TAXES	$250

ROMULUS T WEATHERMAN MEMORIAL FUND: Form 990PF, tax year 2020

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

US Address USAddress

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp (2 entries)

Non Cash Property Contribution NonCashPropertyContributionGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (3 entries)

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

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