Civic Intelligence

Marc & Jennifer Lipschultz Family Foundation

EIN 45-2258060 • Saratoga Springs, NY

19 Railroad Place Suite 301Saratoga Springs, NY 12866
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

81st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE T20 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

82nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE T20 • $5M-$10M nonprofits • Source year 2024

Net Margin

77th percentile

68%

Higher net margin than 77% of similar nonprofits.

NTEE T20 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

NTEE T20 • $5M-$10M nonprofits • Source year 2024

Asset Growth

64th percentile

5.7%

Faster asset growth than 64% of similar nonprofits.

NTEE T20 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

71st percentile

88%

Faster revenue growth than 71% of similar nonprofits.

NTEE T20 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets81st percentile

Assets

Down

$8,286,032

Down $1,405,162 (-14%) from 2022

Liabilities

Up

$1

Up $1 from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue82nd percentileNet Margin77th percentile

Revenue

Down

$3,974,762

Down $9,999,544 (-72%) from 2022

Expenses

Down

$3,596,847

Down $6,594,140 (-65%) from 2022

Net Income

Down

$377,915

Down $3,405,404 (-90%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2011: $493,861Liabilities 2011: $02011Assets 2012: $1,430,185Liabilities 2012: $12012Assets 2013: $1,602,012Liabilities 2013: $0Net Assets 2013: $1,602,0122013Assets 2014: $1,039,137Liabilities 2014: $12014Assets 2015: $397,309Liabilities 2015: $0Net Assets 2015: $397,3092015Assets 2017: $1,273,101Liabilities 2017: $0Net Assets 2017: $1,273,1012017Assets 2018: $2,966,293Liabilities 2018: $0Net Assets 2018: $2,966,2932018Assets 2019: $9,446,686Liabilities 2019: $0Net Assets 2019: $9,446,6862019Assets 2020: $6,994,594Liabilities 2020: $0Net Assets 2020: $6,994,5942020Assets 2021: $10,786,293Liabilities 2021: $0Net Assets 2021: $10,786,2932021Assets 2022: $9,691,194Liabilities 2022: $0Net Assets 2022: $9,691,1942022Assets 2023: $8,286,032Liabilities 2023: $12023

Highlighted filing

2023

Assets$8,286,032
Liabilities$1
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth71st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2011: $615,381Expenses 2011: $121,520Net Income 2011: $493,8612011Revenue 2012: $1,149,215Expenses 2012: $212,891Net Income 2012: $936,3242012Revenue 2013: $507,622Expenses 2013: $335,795Net Income 2013: $171,8272013Revenue 2014: $341,133Expenses 2014: $904,008Net Income 2014: -$562,8752014Revenue 2015: $444,421Expenses 2015: $1,086,249Net Income 2015: -$641,8282015Revenue 2017: $2,447,601Expenses 2017: $1,762,683Net Income 2017: $684,9182017Revenue 2018: $3,899,255Expenses 2018: $1,942,063Net Income 2018: $1,957,1922018Revenue 2019: $11,160,773Expenses 2019: $3,571,400Net Income 2019: $7,589,3732019Revenue 2020: $525,963Expenses 2020: $2,876,182Net Income 2020: -$2,350,2192020Revenue 2021: $12,635,072Expenses 2021: $2,973,099Net Income 2021: $9,661,9732021Revenue 2022: $13,974,306Expenses 2022: $10,190,987Net Income 2022: $3,783,3192022Revenue 2023: $3,974,762Expenses 2023: $3,596,847Net Income 2023: $377,9152023

Highlighted filing

2023

Revenue$3,974,762
Expenses$3,596,847
Net Income$377,915
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$8,286,032
Liabilities
$1
Net assets
-
Revenue
$3,974,762
Expenses
$3,596,847
Net income
$377,915
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$8.29$0.00$3.97$3.60$0.38
2022Detailed filing. Detailed filing data is available for this year.$9.69$0.00$9.69$14.0$10.2$3.78
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.8$0.00$10.8$12.6$2.97$9.66
2020Detailed filing. Detailed filing data is available for this year.$6.99$0.00$6.99$0.53$2.88$2.35
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.45$0.00$9.45$11.2$3.57$7.59
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.97$0.00$2.97$3.90$1.94$1.96
2017Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$2.45$1.76$0.68
2015Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.44$1.09$0.64
2014Summary only. Only limited summary data is available for this year.$1.04$0.00$0.34$0.90$0.56
2013Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.51$0.34$0.17
2012Summary only. Only limited summary data is available for this year.$1.43$0.00$1.15$0.21$0.94
2011Summary only. Only limited summary data is available for this year.$0.49$0.00$0.62$0.12$0.49
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARC S LIPSCHULTZPresident; <1hr/Week-$0--
JENNIFER S LIPSCHULTZVice President; <1hr/Week-$0--
ADRIENNE KNAPPSecretary; <1hr/Week-$0--
Filing and Contact Details

Filer

Filer Name
Marc & Jennifer Lipschultz Family Foundation
EIN
45-2258060
In Care Of
% C/O SHADE TREE ADVISORS
Phone
5182909460
Address
19 Railroad Place Suite 301, SARATOGA SPRINGS, NY 12866

Signing Officer

Name
Marc Lipschultz
Title
President
Phone
5182909460
Signed
2023-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Shade Tree Advisors LLC
Address
19 Railroad Place Suite 301, SARATOGA SPRINGS, NY 12866
Preparer
Gavin Mcgillivray
Phone
5182909460
Raw XML Appendix354 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CHARLES SCHWAB #8960 - CORP ST
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2BBR ALO FUND LLC
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARC S LIPSCHULTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JENNIFER S LIPSCHULTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ADRIENNE KNAPP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT; <1hr/week
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT; <1hr/week
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY; <1hr/week
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt019 Railroad Place Suite 301
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt119 Railroad Place Suite 301
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt219 Railroad Place Suite 301
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SARATOGA SPRINGS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SARATOGA SPRINGS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SARATOGA SPRINGS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd012866
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd112866
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd212866
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt010131593
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt010131593
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt019 RAILROAD PLACE SUITE 301
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SARATOGA SPRINGS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd012866
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0CO SHADE TREE ADVISORS
IRS990PF/StatementsRegardingActyGrp/PhoneNum05182909460
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER CHARITABLE ORGANIZATIONS EXEMPT
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0UNDER INTERNAL REVENUE CODE SECTION 501(C)(3).
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0MARC S LIPSCHULTZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010131267
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0VARIOUS (SEE ATTACHED)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt019 Railroad Place Suite 301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0C/O SHADE TREE KNAPP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SARATOGA SPRINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd012866
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010131267
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0439991
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0439991
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02413535
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02395678
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03142947
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01867073
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0366711
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0366711
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt019510835
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt09691602
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02413535
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02395678
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03142947
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01867073
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010131593
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt09691602
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt019877546
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt010185944
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm01 - MARC JENNIFER LIPSCHULTZ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0C/O SHADE TREE 19 railroad pl st
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SARATOGA SPRINGS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd012866
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt08317273
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt08317273
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0SEE ATTACHED LIST
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDEND RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt04343
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt04343
OtherDecreasesSchedule/OtherDecreasesDetail/Amt04895589
OtherDecreasesSchedule/OtherDecreasesDetail/Amt146020
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0APPRECIATION OVER DONORS COST BASIS
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1BASIS ADJUSTMENT - SCHWAB 8960
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CORPORATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0156
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt023644
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt023644
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1156
OtherIncreasesSchedule/OtherIncreasesDetail/Amt063191
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BASIS ADJUSTMENT - BBR ALO FUND
TaxesSchedule/TaxesDetail/Amt035000
TaxesSchedule/TaxesDetail/Amt1750
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENTS
TaxesSchedule/TaxesDetail/CategoryTxt1STATE TAX PAYMENTS
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Marc Lipschultz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05182909460
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARC & JENNIFER LIPSCHULTZ FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MARC
ReturnHeader/Filer/EIN0452258060
ReturnHeader/Filer/InCareOfNm0% C/O SHADE TREE ADVISORS
ReturnHeader/Filer/PhoneNum05182909460
ReturnHeader/Filer/USAddress/AddressLine1Txt019 Railroad Place Suite 301
ReturnHeader/Filer/USAddress/CityNm0SARATOGA SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012866
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHADE TREE ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt019 Railroad Place Suite 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SARATOGA SPRINGS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012866
ReturnHeader/PreparerPersonGrp/PhoneNum05182909460
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GAVIN MCGILLIVRAY
ReturnHeader/ReturnTs02023-11-02T13:05:03-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Marc
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Lipschultz
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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