BETA

ROMULUS T WEATHERMAN MEMORIAL FUND: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
ROMULUS T WEATHERMAN MEMORIAL FUND (EIN 47-2616352)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-13
IRS object ID
202023189349102557
Schema version
2019v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-13T12:25:06-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 101BAddressLine1Txt
CitySARATOGA SPRINGSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12866ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

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 H WEATHERMANPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone5182909460PhoneNum
Signature2020-11-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCOLLEEN CHASEPreparerPersonNm
PTINP01716980PTIN
Phone5182909460PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address184.74.33.154IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id14408220203185000004FederalOriginalSubmissionId
Federal Original Submission Id2020-11-13FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdD5CA144E4D2CE97C13F326FF615E7F76E2D6D1EAAtSubmissionCreationDeviceId
At Submission Filing Device IdD5CA144E4D2CE97C13F326FF615E7F76E2D6D1EAAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,744,181FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,695,846ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$4,822InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4,822InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$50,114DividendsRevAndExpnssAmt
Dividends Net Invst Incm$50,114DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$843,052NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$952,242GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$843,052CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,593,834TotalRevAndExpnssAmt
Total Net Invst Incm$897,988TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$0TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,017,947ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,017,947ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,017,947TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,017,947TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,575,887ExcessRevenueOverExpensesAmt
Net Investment Income$897,988NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,260CashBOYAmt
Cash EOY$694,938CashEOYAmt
Cash EOYFMV$694,938CashEOYFMVAmt
Corporate Stock BOY$1,464,206CorporateStockBOYAmt
Corporate Stock EOY$1,270,125CorporateStockEOYAmt
Corporate Stock EOYFMV$2,049,243CorporateStockEOYFMVAmt
Total Assets BOY$1,469,466TotalAssetsBOYAmt
Total Assets EOY$1,965,063TotalAssetsEOYAmt
Total Assets EOYFMV$2,744,181TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,469,466CapitalStockBOYAmt
Capital Stock EOY$1,965,063CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,469,466TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,965,063TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,469,466TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,965,063TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,469,466TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,575,887ExcessRevenueOverExpensesAmt
Other Increases$463,607OtherIncreasesAmt
Subtotal$3,508,960SubtotalAmt
Other Decreases$1,543,897OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,965,063TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyGOLDMAN SACHS #9126-PUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredDHowAcquiredCd
Gross Sales Price$952,242GrossSalesPriceAmt
Cost Or Other Basis$109,190CostOrOtherBasisAmt
Gain Or Loss$843,052GainOrLossAmt
Gains Minus Excess Or Losses$843,052GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$843,052CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$218,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$609,123NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.357892DistributionYr1Rt
Adjusted Qlfy Distri Yr2$784,960AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,199,039NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.654658DistributionYr2Rt
Adjusted Qlfy Distri Yr3$837,192AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$948,642NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.882516DistributionYr3Rt
Adjusted Qlfy Distri Yr4$513,783AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,729,301NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.297104DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$346,798NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.0DistributionYr5Rt
Total Distribution2.19217TotalDistributionRt
Average Distribution0.438434AverageDistributionRt
Net Vl Noncharitable Assets$2,330,718NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,021,866AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$8,980NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,030,846AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,017,947QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$17,960InvestmentIncomeExciseTaxAmt
Subtotal$17,960SubtotalAmt
Tax Based On Investment Income$17,960TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$192EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$20,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$20,192TotalPaymentsAndCreditsAmt
Overpayment$2,232OverpaymentAmt
Applied To ES Tax$2,232AppliedToESTaxAmt

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 - AS NEEDEDTitleTxt
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$2,104,822AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$261,389AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,366,211TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,366,211AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$35,493CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,330,718NetVlNoncharitableAssetsAmt
Minimum Investment Return$116,536MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$116,536MinimumInvestmentReturnAmt
Tax Based On Investment Income$17,960TaxBasedOnInvestmentIncomeAmt
Total Tax$17,960TotalTaxAmt
Distributable Before Adj$98,576DistributableBeforeAdjAmt
Distributable Before Ded$98,576DistributableBeforeDedAmt
Distributable As Adjusted$98,576DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,017,947ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$1,017,947QualifyingDistributionsAmt
Adjusted Qualifying Distri$1,017,947AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$98,576DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12017PriorYear1Yr
Prior Year22016PriorYear2Yr
Prior Year32015PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$442,055ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$789,838ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$725,100ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$187,661ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,144,654TotalExcessDistributionCyovAmt
Qualifying Distributions$1,017,947QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$98,576AppliedToCurrentYearAmt
Remaining Distri From Corpus$919,371RemainingDistriFromCorpusAmt
Total Corpus$3,064,025TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,064,025ExcessDistriCyovToNextYrAmt
Excess From Year4$442,055ExcessFromYear4Amt
Excess From Year3$789,838ExcessFromYear3Amt
Excess From Year2$725,100ExcessFromYear2Amt
Excess From Year1$187,661ExcessFromYear1Amt
Excess From Current Year$919,371ExcessFromCurrentYearAmt
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 PurposeGrantOrContributionPurposeTxtAmtAmt
MOUNT HOLYOKE
50 COLLEGE STREETSOUTH HADLEYMA01075NONEPCGENERAL CHARITABLE PURPOSES$250,058
NEW YORK UNIVERSITY SCHOOL OF LAW
25 WEST FOURTH STREET 4TH FLOORNEW YORKNY10012NONEPCGENERAL CHARITABLE PURPOSES$300,365
STANFORD UNIVERSITY
326 GALVEZ STREETSTANFORDCA94305NONEPCGENERAL CHARITABLE PURPOSES$25,004
SAINT ANN'S SCHOOL
129 PIERREPONT STREETBROOKLYNNY11201NONEPCGENERAL CHARITABLE PURPOSES$125,020
CHINA AID
PO BOX 8513MIDLANDTX79708NONEPCGENERAL CHARITABLE PURPOSES$65,000
ADVANCE DEMOCRACY INC
1360 BEVERLY ROAD SUITE 300MCLEANVA22101NONEPCGENERAL CHARITABLE PURPOSES$150,000
DUI HUA FOUNDATION
450 SUTTER STREET SUITE 900SAN FRANCISCOCA94108NONEPCGENERAL CHARITABLE PURPOSES$62,500
INTERNATIONAL REPUBLICAN INSTITUTE
1225 EYE ST NW SUITE 800WASHINGTONDC20005NONEPCGENERAL CHARITABLE PURPOSES$40,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,017,947TotalGrantOrContriPdDurYrAmt

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$4,822ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$50,114ExclusionAmt
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 Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$843,052ExclusionAmt
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$897,988ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$897,988TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line NumberN/ALineNumberTxt
Relationship StatementNOT APPLICABLERelationshipStatementTxt

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 ContributionNoncashContributionInd
ELIZABETH WEATHERMAN
1268 BROADWAY 101B C/O SHADE TREESARATOGA SPRINGSNY12866$46,496Yes (X)
VERTICAL GP-3 LLC
2106 ALLEN ROAD SUITE 207BASKING RIDGENJ07920$1,649,350Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
11,530 SHARES TRITON INTERNATIONAL LTD (TRTN)$46,4962019-05-23
267,782 SHARES INVITAE CORPORATION (NVTA)$1,649,3502019-08-22

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$1,270,125EOYBookValueAmt
EOYFMV$2,049,243EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (3 entries)

DescDescAmtAmt
APPRECIATION OVER DONOR'S BASIS FOR$1,529,051
STOCK DONATED TO THE FOUNDATION$0
OTHER ADJUSTMENTS$14,846

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (3 entries)

DescDescAmtAmt
APPRECIATION OVER FOUNDATION'S COST$463,607
BASIS FOR STOCK DISTRIBUTED TO 501(C)(3)$0
CHARITIES$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt

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