ROMULUS T WEATHERMAN MEMORIAL FUND: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: ROMULUS T WEATHERMAN MEMORIAL FUND (EIN 47-2616352)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-11-11
IRS object ID: 202513159349102781
Schema version: 2024v5.2
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
Form 990-PF
Schedule B
All Oth Prog Rltd Investments Sch
Contractor Compensation Expln
Depreciation Schedule
Legal Fees Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-11-11T16:33:15-06:00	ReturnTs
Tax Period End	2024-12-31	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	2024-01-01	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	2025-11-12	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
Preparation	2025-11-03	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$1,247,774	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	$3,177,615	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$82	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$82	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$82	InterestOnSavingsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	$413,065	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,287,587	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$413,065	CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm	$12,308	NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss	$3,590,762	TotalRevAndExpnssAmt
Total Net Invst Incm	$413,147	TotalNetInvstIncmAmt
Total Adj Net Incm	$12,390	TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$162,500	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$162,500	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$616,860	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$616,860	OthEmplSlrsWgsDsbrsChrtblAmt
Legal Fees Rev And Expnss	$72,551	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm	$0	LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl	$72,551	LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss	$162,846	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$9,611	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm	$9,611	OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl	$153,235	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$4,000	TaxesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss	$78,646	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl	$78,646	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$841,444	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$841,444	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$1,938,847	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$9,611	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$9,611	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$1,925,236	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$0	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$0	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,938,847	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$9,611	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$9,611	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$1,925,236	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$1,651,915	ExcessRevenueOverExpensesAmt
Net Investment Income	$403,536	NetInvestmentIncomeAmt
Adjusted Net Income	$2,779	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$8,657	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$1,247,774	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$1,247,774	SavAndTempCashInvstEOYFMVAmt
Total Assets BOY	$8,657	TotalAssetsBOYAmt
Total Assets EOY	$1,247,774	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,247,774	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$8,657	CapitalStockBOYAmt
Capital Stock EOY	$1,247,774	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$8,657	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,247,774	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$8,657	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,247,774	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$8,657	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$1,651,915	ExcessRevenueOverExpensesAmt
Subtotal	$1,660,572	SubtotalAmt
Other Decreases	$412,798	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$1,247,774	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	AcquiredAcquiredDt
GS 9126 - PUBLICLY TRADED SECURITIES	2024-12-31	$1,275,279	$874,522	$400,757	$400,757
GS 9126 - PUBLICLY TRADED SECURITIES	2024-12-09	$12,308	$0	$12,308	$12,308	2024-02-15

Field	Value	IRS element (for citing)
Capital Gain Net Income	$413,065	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	$12,308	NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$5,609	InvestmentIncomeExciseTaxAmt
Subtotal	$5,609	SubtotalAmt
Tax Based On Investment Income	$5,609	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$9,101	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits	$9,101	TotalPaymentsAndCreditsAmt
Overpayment	$3,492	OverpaymentAmt
Applied To ES Tax	$3,492	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
MEGHAN MOBBS
10305 Vale Rd	Vienna	VA	22181	OFFICER	40.0	$162,500	$0	$0

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 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	$55,000
David Bramlette
3057 S Buchanan St apt 1B	ARLINGTON	VA	22206	Ukraine Relief Aid	$69,000
Joseph Norbeck
6811 Ledyard Drive	DALLAS	TX	75248	Ukraine Relief Aid	$150,000

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	$1,925,236	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	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$151,388	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$151,388	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$151,388	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$2,271	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$149,117	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$7,456	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	$1,925,236	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	$1,925,236	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$0	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Prior Year1	2022	PriorYear1Yr
Prior Year2	2021	PriorYear2Yr
Prior Year3	2020	PriorYear3Yr
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$919,371	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$1,747,766	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$2,389,842	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$4,161,953	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$2,849,705	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$12,068,637	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,925,236	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Remaining Distri From Corpus	$1,925,236	RemainingDistriFromCorpusAmt
Total Corpus	$13,993,873	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$919,371	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$13,074,502	ExcessDistriCyovToNextYrAmt
Excess From Year4	$1,747,766	ExcessFromYear4Amt
Excess From Year3	$2,389,842	ExcessFromYear3Amt
Excess From Year2	$4,161,953	ExcessFromYear2Amt
Excess From Year1	$2,849,705	ExcessFromYear1Amt
Excess From Current Year	$1,925,236	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	$2,779	CurrentYearAmt
Year1	$0	Year1Amt
Year2	$6,054	Year2Amt
Year3	$34,762	Year3Amt
Total	$43,595	TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

Field	Value	IRS element (for citing)
Current Year	$2,362	CurrentYearAmt
Year1	$0	Year1Amt
Year2	$5,146	Year2Amt
Year3	$29,548	Year3Amt
Total	$37,056	TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Current Year	$1,925,236	CurrentYearAmt
Year1	$2,849,705	Year1Amt
Year2	$4,161,953	Year2Amt
Year3	$2,566,964	Year3Amt
Total	$11,503,858	TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

Field	Value	IRS element (for citing)
Year2	$1,825,240	Year2Amt
Year3	$2,566,964	Year3Amt
Total	$4,392,204	TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

Field	Value	IRS element (for citing)
Current Year	$1,925,236	CurrentYearAmt
Year1	$2,849,705	Year1Amt
Year2	$2,336,713	Year2Amt
Total	$7,111,654	TotalAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
Current Year	$0	CurrentYearAmt
Year1	$0	Year1Amt
Total	$0	TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

Field	Value	IRS element (for citing)
Current Year	$0	CurrentYearAmt
Year1	$0	Year1Amt
Total	$0	TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

Field	Value	IRS element (for citing)
Current Year	$4,971	CurrentYearAmt
Year1	$4,331	Year1Amt
Year2	$34,236	Year2Amt
Year3	$124,673	Year3Amt
Total	$168,211	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	$82	ExclusionAmt

Field	Value	IRS element (for citing)
Dividends And Interest From Sec Dtl		DividendsAndInterestFromSecDtl
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	$413,065	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	$413,147	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$413,147	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 (3 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	$1,274,862	Yes (X)	Yes (X)
See Attached List
2	C/O STA 19 Railroad Pl Suite 301	SARATOGA SPRINGS	NY	12866	$1,890,294	Yes (X)
Mona Sutphen
3	1925 7th Ave Apt 7D	New York	NY	10026	$12,459	Yes (X)	Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNum	Noncash PropertyNoncashPropertyDesc	Fair Market ValueFairMarketValueAmt	ReceivedReceivedDt
1	SEE ATTACHED LIST	$1,274,862	2024-12-31
3	Spotify Technology S.A. - 25 shs	$12,459	2024-12-04

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 (3 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.
David Bramlette
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

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$72,551	LegalFeesAmt
Disbursements Charitable Prps	$72,551	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	$412,798

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEES	$551	$551
MEDICAL EXPENSES	$7,686	$7,686
OTHER EXPENSES FOR CHARITABLE
PURPOSE IN UKRAINE	$410,041	$410,041
REIMBURSEMENTS TO OFFICER,
EMPLOYEES, & CONTRACTORS
FOR EXPENSES IN UKRAINE	$414,982	$414,982
BANK FEES	$50	$50
IT/CONSULTING	$8,134	$8,134

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	Nondividend Distributions	Desc

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STA FEES	$38,442	$9,611	$9,611	$28,831
CONSULTING FEES FOR PLANNING &
EXECUTION OF AID IN UKRAINE	$83,404			$83,404
UHY LLP	$41,000			$41,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FEDERAL TAXES	CategoryTxt
Amt	$4,000	Amt

ROMULUS T WEATHERMAN MEMORIAL FUND: Form 990PF, tax year 2024

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

Preparer Person PreparerPersonGrp

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 (2 entries)

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 (2 entries)

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Private Operating Foundations PrivateOperatingFoundationsGrp

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

Qualifying Distributions QualifyingDistributionsGrp

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

Total Assets TotalAssetsGrp

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

Total Support TotalSupportGrp

Public Support Type PublicSupportType

Largest Support From EO LargestSupportFromEOGrp

Gross Investment Income GrossInvestmentIncomeGrp

Supplementary Information SupplementaryInformationGrp

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp (3 entries)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

Contractor Compensation Expln ContractorCompensationExpln

Contractor Comp Expln ContractorCompExplnGrp (3 entries)

Depreciation Schedule DepreciationSchedule

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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