2024-11-14T15:35:36-06:00 2023-12-31 331197384 ANDERSEN TAX LLC 1177 AVENUE OF THE AMERICAS NEW YORK NY 10036 990PF 2023-01-01 066556405 THE CHRIS AND CARRIE SHUMWAY FOUNDATION C/O ANDERSEN CHRI 6462135100 1177 AVENUE OF THE AMERICAS 18TH F NEW YORK NY 10036 CHRIS SHUMWAY TRUSTEE 9734086700 2024-11-14 1 0 RICHARD DAUMAN P01268160 6462135100 2023 2024-10-15 13:58:12Z X 8257149 X 7728839 300053 300053 83268 6808163 2877323 8112160 3177376 0 0 0 8000 0 0 20719 20103 0 28719 20103 0 7988500 7988500 8017219 20103 7988500 94941 3157273 107471 5516414 5516414 6062457 24018 24018 2500 2500 2500 0 520966 2102715 2211296 557313 279357 0 332145 332145 8383724 6953356 8257149 0 0 X 8383724 6953356 0 0 0 0 8383724 6953356 8383724 6953356 8383724 94941 0 8478665 1525309 6953356 GAIN ON REDEMPTION OF TREND MACRO P 2017-01-01 2023-12-31 1386884 1044615 342269 342269 PUBLICLY TRADED SECURITIES 2022-06-03 2023-12-31 5421279 2886225 2535054 2535054 2877323 43886 0 43886 0 43886 8734 0 40000 0 48734 X 0 4848 4848 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 1 0 WWW.SHUMWAYFOUNDATION.ORG ANDERSEN TAX LLC 6462135100 1177 AVENUE OF THE AMERICAS 18TH FLOOR NEW YORK NY 10036 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHRIS SHUMWAY C/O ANDERSEN 1177 AVENUE OF THE AMERICAS 18TH FLOOR NEW YORK NY 10036 TRUSTEE 1.00 0 0 0 CARRIE SHUMWAY C/O ANDERSEN 1177 AVENUE OF THE AMERICAS 18TH FLOOR NEW YORK NY 10036 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 4472265 3358817 2350497 10181579 0 0 10181579 152724 10028855 501443 501443 43886 43886 457557 0 457557 0 457557 7988500 0 7988500 457557 0 0 1324560 3682951 7039363 9147330 8255036 29449240 7988500 0 0 0 457557 7530943 0 0 36980183 0 0 0 0 0 0 1324560 35655623 3682951 7039363 9147330 8255036 7530943 CHRIS SHUMWAY CARRIE SHUMWAY X FIDELITY INVESTMENTS CHARITABLE GIFT FUND 245 SUMMER STREET BOSTON MA 02210 NONE PC TO OWN AND OPERATE A NON-PROFIT, INDEPENDENT HIGH SCHOOL. 7500 UNIVERSITY OF VIRGINIA PO BOX 400807 CHARLOTTESVILLE VA 22904 NONE PC TO PROVIDE ADMINISTRATIVE SERVICES TO UNIVERSITY ENTITIES, UNIVERSITY ASSOCIATED ORGANIZATIONS, OR OTHER ENTITIESINVOLVED IN ACTIVITIES WHICH SUPPORT THE UNIVERSITY. TO ENGAGE IN MATTERS PERTAINING TO REAL PROPERTY FOR THE BENEFITOF THE UNIVERSITY. TO THAT END, THE FOUNDATION SHALL ENGAGE IN REAL ESTATE ACTIVITIES FOR ONE OR MORE OF THEFOLLOWING REASONS: TO SUPPORT THE UNIVERSITY'S PRIMARY PROGRAMS; TO PROVIDE AN INVESTMENT RETURN; TO PROVIDE FORTHE REAL ESTATE NEEDS OF THE UNIVERSITY FOR THE NEXT 100 YEARS; AND TO IMPROVE THE UNIVERSITY'S BOUNDARIES ANDENTRANCES. TO USE AND ADMINISTER GIFTS, GRANTS, BEQUESTS, AND DEVISES FOR THE BENEFIT OF THE UNIVERSITY. 3150000 HARVARD UNIVERSITY 1033 MASSACHUSETTS AVE STE 3 CAMBRIDGE MA 02138 NONE PC UNDERGRADUATE, GRADUATE, AND PROFESSIONAL EDUCATION AND RESEARCH ACROSS A BROAD ARRAY OF ACADEMIC DOMAINS. 4125000 UNIVERSITY OF ARIZONA FOUNDATION 1111 N CHERRY AVE TUCSON AZ 85721 NONE POF THE UNIVERSITY OF ARIZONA FOUNDATION, FOUNDED IN 1958, IS A NONPROFIT ORGANIZATION DEDICATED TO ADVANCING THE UNIVERSITY THROUGH PHILANTHROPY. OUR GOALS ARE TO FACILITATE CONNECTION, DEMONSTRATE GRATITUDE AND IMPACT, AND MAXIMIZE THE POWER OF GIVING FOR UARIZONA AND ITS GENEROUS DONORS. OUR SERVICES INCLUDE MANAGING THE UNIVERSITY'S DONATED ASSETS AND PROCESSING GIFTS TO THE UNIVERSITY IN ACCORDANCE WITH THE THEIR GUIDELINES AND POLICIES. 250000 YEAR UP 45 MILK STREET 9TH FL BOSTON MA 02110 NONE PC YEAR UP'S MISSION IS TO CLOSE THE OPPORTUNITY DIVIDE BY ENSURING THAT YOUNG ADULTS GAIN THE SKILLS, EXPERIENCES, ANDSUPPORT THAT WILL EMPOWER THEM TO REACH THEIR POTENTIAL THROUGH CAREERS AND HIGHER EDUCATION. 250000 THE TINY MIRACLES FOUNDATION 1540 POST ROAD 2ND FLOOR DARIEN CT 06820 NONE POF DEDICATED TO HELPING FAMILIES OF PREMATURE INFANTS IN FAIRFIELD AND NEW HAVEN COUNTIES, CONNECTICUT BY PROVIDING SUPPORT. 30000 CITYSQUASH 602 E 187TH ST 204 BRONX NY 10458 NONE PC CITY SQUASH JS A YEAR-ROUND COMMITMENT THAT INCLUDES SQUASH, TUTORING, MENTORING, COMMUNITY SERVICE, TRAVEL, CULTURE, HIGH SCHOOL PLACEMENT, EMPLOYMENT TRAINING AND COLLEGE PREP. 25000 CHARLOTTE HORNETS FOUNDATION 333 E TRADE ST CHARLOTTE NC 28202 NONE POF THE FOUNDATION SUPPORTS THE ENRICHMENT OF THOSE IN NEED, ESPECIALLY (CONTINUED IN SCH 0) CHILDREN, IN THE CHARLOTTE AREA THROUGH COMMUNITY OUTREACH AND SUPPORTING OTHER ORGS WITH SIMILAR GOALS. 100000 BIG DOG RESCUE RANCH 14444 OKEECHOBEE BLVD LOXAHATCHEE GROVES FL 33470 NONE PC THE MISSION OF BIG DOG RANCH RESCUE IS TO PROVIDE SHELTER, CARE AND AFFECTION TO HOMELESS DOGS OF ALLBREEDS AND ADOPT THEM OUT INTO LOVING HOMES. WE ALSO PROMOTE ANIMAL WELFARE AND CELEBRATE THE SPECIAL BOND BETWEEN DOGS AND FAMILIES THROUGH EDUCATION, AWARENESS AND COMMUNITY OUTREACH . BIG DOG RANCH RESCUE IS ASSOCIATED WITH THE WEJMARANER RESCUE & ADOPTION OF FLORIDA AND IS A 501(C)3 NON-PROFIT ORGANIZATION. 1000 DEERFIELD ACADEMY 7 BOYDEN LN DEERFIELD MA 01342 NONE PC DEERFIELD ACADEMY IS AN INDEPENDENT SECONDARY SCHOOL COMMITTED TO HIGH STANDARDS OF SCHOLARSHIP, CITIZENSHIP, AND PERSONAL RESPONSIBILITY. THROUGH A RIGOROUS LIBERAL ARTS CURRICULUM, EXTENSIVE CO-CURRICULAR PROGRAM, AND SUPPORTIVE RESIDENTIAL ENVIRONMENT, DEERFIELD ENCOURAGES EACH STUDENT TO DEVELOP AN INQUISITIVE AND CREATIVE MIND, SOUND BODY, AND STRONG MORAL CHARACTER. 50000 7988500 0 14 300053 15 18 83268 0 383321 0 383321 0 0 0 0 0 0 0 0 0 0 X X 1 CHRIS SHUMWAY C/O ANDERSEN 1177 AVENUE OF THE AME NEW YORK NY 10036 7728839 X 1 PUBLICLY TRADED SECURITIES 7728839 2023-12-31 60,737 SHARES OF GRAYSCALE BITCOIN TRUST 520966 2102715 PEARLMARK MEZZANINE REALTY PARTNERS IV, L.P. FMV 557313 279357 RECEIVABLES DUE FROM TRENDMACRO REDEMPTION 0 332145 332145 OTHER DECREASE - BOOK TO TAX BASIS IN STOCK COST BASIS UPON CONTRIBUTION 1525309 BANK CHARGES 4546 3930 0 OTHER PORTFOLIO DEDUCTIONS FROM K-1 16173 16173 0 FEDERAL TAXES 8000 0 0