2025-11-13T13:48:53-06:00 2024-12-31 SHADE TREE ADVISORS LLC 19 Railroad Place Suite 301 SARATOGA SPRINGS NY 12866 990PF 2024-01-01 050475089 The Murray Family Charitable Foundation % PAULA MCNAMARA MURR 4014440818 91 Main St Ste 118 Warren RI 02885 PAULA MCNAMARA PRESIDENT 4014440818 2025-11-11 true true MARY CARBONE P01247414 5182909460 2025-11-07 2024 2025-03-06 01:10:19Z X 66236660 X 1623594 128531 128531 958992 954345 2103836 5633927 2103836 7311 66228 4822264 3252940 158403 79202 79201 2048 1024 0 1024 29340 14670 14670 22141 22141 0 148710 8829 24 24 251403 250828 532 612069 376718 0 95427 2732050 2732050 3344119 376718 0 2827477 1478145 2876222 0 2761724 1949054 1949054 0 337651 339037 27266257 26254752 55385261 0 2653494 2669829 4117404 3248835 5890172 120819 3307 3307 34266204 34447093 66236660 0 0 X 34266204 34447093 34266204 34447093 34266204 34447093 34266204 1478145 5744 35750093 1303000 34447093 BOA X282 - PUBLICLY TRADED SECURITIES 2024-12-31 1470083 1470011 72 72 BOA X282 - PUBLICLY TRADED SECURITIES 2024-12-31 336253 273654 62599 62599 CIBC X000 - PUBLICLY TRADED SECURITIES 2024-12-31 88123 100865 -12742 -12742 CIBC X000 - PUBLICLY TRADED SECURITIES 2024-12-31 752386 596199 155772 156187 CIBC X000 - PUBLICLY TRADED SECURITIES 2024-12-31 2095 253 1842 1842 UBS X880 - PUBLICLY TRADED SECURITIES 2024-12-31 16068 14335 1733 1733 UBS X880 - PUBLICLY TRADED SECURITIES 2024-12-31 31537 22261 9276 9276 UBS X060 - PUBLICLY TRADED SECURITIES 2024-12-31 31443 48102 -16659 -16659 UBS X060 - PUBLICLY TRADED SECURITIES 2024-12-31 121423 5755 115668 115668 UBS X575 - PUBLICLY TRADED SECURITIES 2024-12-31 7952 7610 342 342 UBS X575 - PUBLICLY TRADED SECURITIES 2024-12-31 69759 60819 8940 8940 BESSEMER X639 - PUBLICLY TRADED SECURITIES 2024-12-31 165691 168055 -2364 -2364 BESSEMER X639 - PUBLICLY TRADED SECURITIES 2024-12-31 1015945 708399 307546 307546 NEWPORT GLOBAL - GAIN ON DIST. 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ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER CHARITBALE ORGANIZATIONS EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). N/A 55408158 2134248 6925804 64468210 0 64468210 967023 63501187 3175059 3175059 39979 39979 3135080 3135080 3135080 2827477 0 0 0 0 2827477 3135080 2536865 2022 2021 2020 0 0 2827477 2536865 290612 0 0 0 0 2844468 0 0 NONE NONE X SEE ATTACHED LIST 91 MAIN ST 118 WARREN RI 02885 NONE PC GENERAL CHARITABLE PURPOSES 2732050 2732050 14 128531 14 958992 01 7311 18 2103836 3198670 3198670 false false false false false false false false false false X X 1 Terrence Murray C/O SHADE TREE 19 Railroad Place SARATOGA SPRINGS NY 12866 1623594 X X 1 Publicly Traded Securities - see attached list 1623594 2024-12-31 ACCOUNTING FEES 2048 1024 1024 N/A FROM PASS-THRU ENT BESSEMER X639 746482 650536 BOA X282 820990 721543 CIBC X000 836022 926369 GS X845 250000 371381 CIBC X000 3875748 5966786 BOA X282 9268960 27863713 BESSEMER X639 8708582 13383268 FIDELITY X557 729179 1020849 GS X845 906558 2368997 UBS X759 257325 224450 UBS X879 1250000 1241800 UBS X880 209718 300882 UBS X060 799944 2701783 UBS X575 248738 312733 337651 339037 K-1 INVESTMENTS AT COST 3248835 5753546 OFFSHORE - NEWPORT GLOBAL AT COST 0 136626 DISTRIBUTION RECEIVABLE 120819 1667 1667 DIVIDEND RECEIVABLE 0 1640 1640 APPRECIATION OVER DONOR'S COST 1211439 BASIS ADJUSTMENTS 91561 MANAGEMENT FEES 202295 202295 ADR FEES 10 10 FILING FEES/ MISC TAX PAYMENTS 50 50 INSURANCE 331 331 OTHER DEDUCTIONS - ACCTS 6 6 OFFICE SUPPLIES 146 146 OTHER DEDUCTIONS - K-1'S 48517 48517 NONDEDUCTIBLE EXP - K-1'S 43 CHARITABLE CONTRIB - K-1'S 5 5 OTHER INCOME FROM K-1's -90935 -90935 MISC. INCOME BOA x282 408 408 MISC. INCOME UBS x879 97637 97637 misc. income Bessemer x639 144 144 Other income from K-1's - tax exempt 57 0 Less: Income(loss) allocated to UBTI 58974 BASIS ADJUSTMENTS 5744 STA FEES 29340 14670 14670 FOREIGN TAXES-CIBC 1246 1246 FOREIGN TAXES-BESSEMER 958 958 FOREIGN TAXES FROM K-1'S 2902 2902 FOREIGN TAXES-FIDELITY 2029 2029 FEDERAL TAXES 139861 FOREIGN TAXES-UBS 41 41 FOREIGN TAXES-BOA 1653 1653 STATE TAX PAYMENTS 20