2025-11-17T08:49:36-06:00 2024-12-31 331197384 ANDERSEN TAX LLC 1177 AVENUE OF THE AMERICAS NEW YORK NY 10036 990PF 2024-01-01 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 2025-11-13 1 0 RICHARD DAUMAN P01268160 6462135100 2024 2025-03-06 01:10:19Z X 2371173 X 668171 95641 95641 899407 3037349 2515618 1663219 2611259 0 0 0 70000 0 0 40598 40398 0 110598 40398 0 7431000 7431000 7541598 40398 7431000 -5878379 2570861 5516414 1073647 1073647 24018 469291 469291 2500 2500 2500 520966 60565 637386 557313 479258 188349 332145 0 0 6953356 2085261 2371173 493 0 493 X 6953356 2084768 0 0 0 0 6953356 2084768 6953356 2085261 6953356 -5878379 1009791 2084768 0 2084768 PUBLICLY TRADED SECURITIES 2023-12-28 2024-12-31 3037349 521731 2515618 2515618 2515618 35735 0 35735 0 35735 34848 0 2000 0 36848 X 0 1113 1113 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 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 2224218 4130846 228823 6583887 0 0 6583887 98758 6485129 324256 324256 35735 35735 288521 0 288521 0 288521 7431000 0 7431000 288521 0 0 3682951 7039363 9147330 8255036 7530943 35655623 7431000 0 0 0 288521 7142479 0 0 42798102 0 0 0 0 0 0 3682951 39115151 7039363 9147330 8255036 7530943 7142479 CHRIS SHUMWAY CARRIE SHUMWAY X UNIVERSITY OF VIRGINIA PO BOX 22906 CHARLOTTESVILLE VA 22906 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. 2550000 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 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. 10000 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 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. 526000 RISE FOR REW 515 N FLAGLER DR SUITE 1125 WEST PALM BEACH FL 33401 NONE PC SUPPORTS SUDDEN INFANT DEATH SYNDROME RESEARCH AND ORGANIZATIONS OFFERING SUPPORT FOR FAMILIES WHO HAVE EXPERIENCED THE LOSS OF A CHILD 10000 OXBRIDGE ACADEMY FOUNDATION INC 3151 N MILITARY TRL WEST PALM BEACH FL 33409 NONE POF TO EMPOWER STUDENTS THROUGH A DISTINCTIVE CURRICULUM AN ENRICHING ENVIRONMENT AND AN EXPERT FACULTY TO NAVIGATE THROUGH THEIR EDUCATIONAL JOURNEY 50000 VANDERBILT UNIVERSITY 2301 VANDERBILT PLACE NASHVILLE TN 37240 NONE PC IS A CENTER FOR SCHOLARLY RESEARCH INFORMED AND CREATIVE TEACHING AND SERVICE TO THE COMMUNITY AND SOCIETY AT LARGE 50000 THE B ROBERT WILLIAMSON JR FOUNDATION 300 PARK AVE 19TH FL NEW YORK NY 10022 NONE POF THE FOUNDATION WILL PROVIDE FINANCIAL SUPPORT IN THE FORM OF CHARITABLE CONTRIBUTIONS TO NON-PROFIT ORGANIZATIONS THAT FOCUSES ON EDUCATION AND EMPOWERMENT OF YOUNG PEOPLE 10000 7431000 0 14 95641 15 18 899407 0 995048 0 995048 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 7431000 X 1 PUBLICLY TRADED SECURITIES 668171 2024-12-24 SECURITIES 60565 637386 PEARLMARK MEZZANINE REALTY PARTNERS IV, L.P. FMV 479258 188349 RECEIVABLES DUE FROM TRENDMACRO REDEMPTION 332145 0 0 BANK CHARGES 34978 34778 0 OTHER PORTFOLIO DEDUCTIONS FROM K-1 5620 5620 0 BOOK AND TAX BASIS DIFFERENCES 1009791 FEDERAL TAXES 70000 0 0