WEATHERUP FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WEATHERUP FAMILY FOUNDATION (EIN 06-6469433)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-09
- IRS object ID
- 202341299349103279
- Schema version
- 2022v5.0
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- 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 | 2023-05-09T13:52:41-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066469433 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WEATHERUP FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O SHADE TREE SEAGROATT | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SHADE TREE AMY SEAGROATT | InCareOfNm |
| Business Name Control | WEAT | BusinessNameControlTxt |
| Phone | 5182909460 | PhoneNum |
US Address USAddress
| 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 |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CRAIG E WEATHERUP | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5182909460 | PhoneNum |
| Signature | 2023-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CRAIG E | PersonFirstNm |
| Person Last | WEATHERUP | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
| Form8822 B Attached | Yes (X) | Form8822BAttachedInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRAD HUNT | PreparerPersonNm |
| PTIN | P02138204 | 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 | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,849,985 | 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 | $259,356 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,020 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,020 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $45,450 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $42,568 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $293,779 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $644,138 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $293,779 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $24,264 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $24,264 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $627,869 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $365,631 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $5,789 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,894 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,895 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,178 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,163 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $2,862 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,862 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $15,829 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,919 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,895 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $525,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $525,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $540,829 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,919 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $527,895 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $87,040 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $358,712 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $215,417 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $280,058 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $280,058 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,555,008 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,374,007 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,473,898 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $229,944 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $217,757 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $96,029 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,000,369 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,871,822 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,849,985 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,000,369 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,871,822 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,000,369 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,871,822 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,000,369 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,871,822 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,000,369 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $87,040 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,087,409 | SubtotalAmt |
| Other Decreases | $215,587 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,871,822 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| GS 6451 - SEE ATTACHED | D | 2022-12-31 | $290,649 | $98,313 | $192,349 | $192,336 | |
| GS 6451 - SEE ATTACHED | P | 2022-01-03 | $38,718 | $38,649 | $483 | $69 | |
| GS 9016 - STATE STREET HEDGED INT'L / 179.81 SHS | P | 2022-01-03 | $21,946 | $16,327 | $5,619 | $5,619 | 2015-10-08 |
| GS 9016 - STATE STREET HEDGED INT'L / 25.03 SHS | P | 2022-01-03 | $3,054 | $3,056 | -$2 | -$2 | 2021-12-28 |
| GS 9363 - SEE ATTACHED | P | 2022-12-31 | $9,118 | $2,811 | $6,307 | $6,307 | |
| GS 9363 - SEE ATTACHED | P | 2022-12-31 | $93,123 | $64,618 | $28,505 | $28,505 | |
| GS 9363 - SEE ATTACHED | P | 2022-12-31 | $43,220 | $42,708 | $512 | $512 | |
| GS 9371 - SEE ATTACHED | P | 2022-12-31 | $88,515 | $47,793 | $40,722 | $40,722 | |
| GS 9371 - SEE ATTACHED | P | 2022-12-31 | $34,650 | $36,511 | -$1,861 | -$1,861 | |
| GS 9363 - ZYNGA INC. / CASH IN LIEU | P | 2022-08-05 | $81 | $0 | $81 | $81 | |
| CAPITAL GAIN DIVIDENDS | P | $21,064 | |||||
| CAPITAL GAIN DIVIDENDS | P | $21,064 | |||||
| CAPITAL GAIN DIVIDENDS | P | $21,064 | |||||
| CAPITAL GAIN DIVIDENDS | P | $21,064 | |||||
| CAPITAL GAIN DIVIDENDS | P | $21,064 | |||||
| CAPITAL GAIN DIVIDENDS | P | $21,064 | |||||
| CAPITAL GAIN DIVIDENDS | P | $21,064 | |||||
| CAPITAL GAIN DIVIDENDS | P | $21,064 | |||||
| CAPITAL GAIN DIVIDENDS | P | $21,064 | |||||
| CAPITAL GAIN DIVIDENDS | P | $21,064 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $293,779 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,986 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,986 | SubtotalAmt |
| Tax Based On Investment Income | $4,986 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,211 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $6,211 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,225 | OverpaymentAmt |
| Applied To ES Tax | $1,225 | 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 | CT | 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 | Yes (true) | 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 AMY SEAGROATT | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| CRAIG E WEATHERUP | ||||||||
| 19 RAILROAD PL SUITE 301 | SARATOGA SPRINGS | NY | 12866 | TRUSTEE - <1 Hr/Wk | 0 | $0 | $0 | $0 |
| CONSTANCE K WEATHERUP | ||||||||
| 19 RAILROAD PL SUITE 301 | SARATOGA SPRINGS | NY | 12866 | TRUSTEE - <1 Hr/Wk | 0 | $0 | $0 | $0 |
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 ORGANIZATIONS EXEMPT UNDER INTERNAL | Description1Txt |
| Description2 | REVENUE CODE SECTION 501(C)(3). | Description2Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,707,803 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $268,604 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $104,964 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,081,371 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,081,371 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,221 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,050,150 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $102,508 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $102,508 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,986 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,986 | TotalTaxAmt |
| Distributable Before Adj | $97,522 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $97,522 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $97,522 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $527,895 | 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 | $527,895 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $97,522 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $243,235 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $509,171 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $189,667 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,294,857 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $728,046 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,964,976 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $527,895 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $97,522 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $430,373 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,395,349 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $243,235 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,152,114 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $509,171 | ExcessFromYear4Amt |
| Excess From Year3 | $189,667 | ExcessFromYear3Amt |
| Excess From Year2 | $1,294,857 | ExcessFromYear2Amt |
| Excess From Year1 | $728,046 | ExcessFromYear1Amt |
| Excess From Current Year | $430,373 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CRAIG E WEATHERUP AND CONSTANCE K | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED LIST | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| 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) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL CHARITABLE PURPOSES | GrantOrContributionPurposeTxt |
| Amt | $525,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $525,000 | 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 | $5,020 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45,450 | 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 Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,264 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $293,779 | 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 | $368,513 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $368,513 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | CRAIG E WEATHERUP | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 806 BAY POND PARK | AddressLine1Txt |
| City | Paul Smiths | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12970 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $259,356 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | SEE ATTACHED LIST | NoncashPropertyDesc |
| Fair Market Value | $253,567 | FairMarketValueAmt |
| Received | 2022-08-24 | ReceivedDt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOLDMAN SACHS #645 | $1,276,529 | $1,371,678 |
| GOLDMAN SACHS #901 | $97,478 | $102,220 |
| GOLDMAN SACHS #936 | $0 | $0 |
| GOLDMAN SACHS #937 | $0 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | GS MIDDLE MARKET CREDIT, LLC | CategoryOrItemTxt |
| Book Value | $217,757 | BookValueAmt |
| EOYFMV | $96,029 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| APPRECIATION OVER DONOR'S COST | $195,531 |
| UNCLEARED DONATIONS ADJUSTMENT | $20,000 |
| GS 9363 BASIS ADJUSTMENT | $56 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MANAGEMENT FEES | $2,861 | $2,861 |
| ADR FEES | $1 | $1 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME - OFFSHORE FUNDS | Desc |
| Revenue And Expenses Per Books | $24,264 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $24,264 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STA FEES | CategoryTxt |
| Amt | $5,789 | Amt |
| Net Investment Income | $2,894 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,895 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX PAID | $1,163 | $1,163 |
| RECLAIMABLE TAX | $15 | |
| IRS TAX PAYMENTS | $6,000 |