2024-11-14T14:54:55-06:00 2023-12-31 Rockefeller & Co LLC 45 Rockefeller Plaza 5th Floor New York NY 101110212 990PF 2023-01-01 814710996 The Williams Legacy Foundation Inc % LISA A SCHNEIDER C/O GUNST WILL 5188863455 PO Box 471 c/o RCM-Elaine Powell Saratoga Springs NY 12866 Kelly Williams Director 5188863455 2024-05-11 true true Marcy L Canale P00849148 2125495100 2024-05-11 2023 2024-10-15 13:58:12Z X 3722308 X 0 X 627 627 22347 22347 6508 700795 6508 426 426 29908 29908 0 51884 51884 110 110 4851 4851 56845 4961 51884 65458 65458 122303 4961 117342 -92395 24947 35665 177686 177686 2426769 2375309 3323679 154122 163856 220862 3483 81 81 2620039 2716932 3722308 0 0 X 2806984 2716932 2806984 2716932 2806984 2716932 2806984 -92395 2443 2717032 100 2716932 3,332 SHS AMAZON.COM 2023-12-26 512065 492891 19174 19174 100 SHS PELOTON INTERACTIVE INC 2020-09-09 2023-12-12 551 8992 -8441 -8441 6 SHS TESLA INC 2021-01-25 2023-12-12 1411 1711 -300 -300 53.88 SHS GS TACTICAL TILT OVERLAY 2022-12-23 2023-02-27 556 554 2 2 12,138.10 SHS GS STRATEGIC FACTOR ALLOC 2023-02-27 122352 129474 -7122 -7122 6,175.28 SHS GS TACTICAL TILT OVERLAY 2023-02-27 63729 60665 3064 3064 6508 347 347 347 3303 0 3303 2956 2956 false false false false false false false true true true false false false false true LISA A SCHNEIDER CO GUNSTER 5616500688 777 S FLAGLER DRIVE STE 500E WEST PALM BEACH FL 33401 false false false false false false false false false false false false false false false false false false false false false KELLY WILLIAMS PO Box 471 c/o RCM-Elaine Powell Saratoga Springs NY 12866 PRESIDENT 0 0 0 0 ANDREW FORSYTH PO Box 471 c/o RCM-Elaine Powell Saratoga Springs NY 12866 VICE PRESIDENT 0 0 0 0 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 REVENUE CODE SECTION 501(C)(3). 3514233 187849 247064 3949146 0 3949146 59237 3889909 194495 194495 347 347 194148 194148 194148 117342 0 0 0 0 117342 194148 96597 2021 2020 2019 0 117342 96597 20745 0 0 0 0 173403 0 0 KELLY WILLIAMS ANDREW FORSYTH NA X The Lord's Place Inc 2808 North Australian Ave West Palm Beach FL 33407 None PC General Charitable Purposes 1100 The PEWIN Foundation 511 Avenue of the Americas Suite 7336 New York NY 10011 None PC General Charitable Purposes 1000 Gift of Life Inc 6405 Metcalf Ave Suite 109 Overland Park KS 66202 None PC General Charitable Purposes 3000 Union College 807 Union Street Abbe Hall Schenectady NY 12308 None PC General Charitable Purposes 10000 Fidelity Charitable PO Box 770001 Cincinnati OH 45277 None PC General Charitable Purposes 50358 65458 14 627 14 22347 18 6508 NON-DIVIDEND DISTRIBUTIONS 426 14 426 29482 29908 false false false false false false false false false false FIDELITY #2118 2375309 3323679 K-1 GROSVENOR FUND II 126036 183042 K-1 REIGN VENTURES 37820 37820 DIVIDENDS RECEIVABLE 3483 81 81 PRIOR PERIOD ADJ 100 BANK FEES 140 140 OTHER PORTFOLIO DEDUCTIONS 4711 4711 NON-DIVIDEND DISTRIBUTIONS 426 426 UNREALIZED GAIN 2443 CONTRACT WORK 51884 51884