WHITTAKER FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WHITTAKER FAMILY FOUNDATION (EIN 92-0836768)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-15
- IRS object ID
- 202541359349103059
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T11:06:43-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 874197994 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRAD MCNULTY TAX INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7016 124TH ST | AddressLine1Txt |
| City | BLUE GRASS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 527269616 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 920836768 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITTAKER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WHIT | BusinessNameControlTxt |
| Phone | 5632090242 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1771 POST ROAD EAST BOX 114 | AddressLine1Txt |
| City | WESTPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06880 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHANI WHITTAKER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2033823849 | PhoneNum |
| Signature | 2025-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRAD MCNULTY | PreparerPersonNm |
| PTIN | P00018338 | PTIN |
| Phone | 5632090242 | PhoneNum |
| Preparation | 2025-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,510,522 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,147,309 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $191,448 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $191,448 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $380,296 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $100,171 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,411,940 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,725,605 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,411,940 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,130,993 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,703,559 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,383 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,383 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $87,869 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $93,252 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,383 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $420,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $420,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $513,252 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,383 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $420,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,617,741 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,698,176 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,874,714 | CashBOYAmt |
| Cash EOY | $1,148,298 | CashEOYAmt |
| Cash EOYFMV | $1,148,298 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,408,820 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,873,962 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,873,962 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $8,215,151 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $8,598,862 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $8,598,862 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,430,166 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,889,400 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,889,400 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $15,057 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $12,943,908 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,510,522 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,510,522 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $12,943,908 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $17,510,522 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,943,908 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,510,522 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,943,908 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,510,522 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,943,908 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,617,741 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,298,307 | OtherIncreasesAmt |
| Subtotal | $19,859,956 | SubtotalAmt |
| Other Decreases | $2,349,434 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,510,522 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| JEFFERIES FINL GROUP INC | 2009-01-28 | 2024-11-06 | $1,799,443 | $358,607 | $1,440,836 | $1,440,836 |
| JEFFERIES FINL GROUP INC | 2009-01-28 | 2024-11-13 | $1,123,762 | $215,165 | $908,597 | $908,597 |
| US TSY NOTE - ACCRUED MKT DISCOUNT | 2023-08-24 | 2024-08-15 | $850,000 | $809,957 | $40,043 | $40,043 |
| US TSY NOTE - ACCRUED MKT DISCOUNT | 2023-08-31 | 2024-08-15 | $132,000 | $125,880 | $6,120 | $6,120 |
| US TSY NOTE - ACCRUED MKT DISCOUNT | 2023-08-24 | 2024-02-29 | $820,400 | $804,056 | $16,344 | $16,344 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,411,940 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $37,505 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $37,505 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $37,505 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $20,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $17,505 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BRAD MCNULTY TAX INC | IndividualWithBooksNm |
| Phone | 5632090242 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7016 124TH ST | AddressLine1Txt |
| City | BLUE GRASS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52726 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| STEPHANI B WHITTAKER | ||||||||
| 1771 POST ROAD EAST BOX 114 | WESTPORT | CT | 06880 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| ANDREW R WHITTAKER | ||||||||
| 1771 POST ROAD EAST BOX 114 | WESTPORT | CT | 06880 | TREASURER | 5.00 | $0 | $0 | $0 |
| BRUCE J POWERS | ||||||||
| 1771 POST ROAD EAST BOX 114 | WESTPORT | CT | 06880 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,319,863 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,125,381 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,445,244 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,445,244 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $216,679 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,228,565 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $711,428 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $711,428 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $37,505 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $37,505 | TotalTaxAmt |
| Distributable Before Adj | $673,923 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $673,923 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $673,923 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $420,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $420,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $673,923 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $36,643 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $420,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $36,643 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $383,357 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $290,566 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEPHANI B WHITTAKER | ContributingManagerNm |
| Contributing Manager | ANDREW R WHITTAKER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| DANA-FARBER CANCER INSTITUTE | ||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | PC | COMPREHENSIVE CANCER TREATMENT AND RESEARCH | $75,000 |
| HORIZONS AT GREENS FARMS ACADEMY | ||||||
| 1057 BROAD ST | BRIDGEPORT | CT | 06604 | PC | ASSIST STUDENTS ATTENDING UNDER-RESOURCED BRIDGEPORT CT SCHOOLS | $50,000 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE (HARVARD BUSINESS SCHOOL) | ||||||
| SOLDIERS FIELD | BOSTON | MA | 02163 | PC | EDUCATION AND RESEARCH IN THE FIELDS OF BUSINESS ADMINISTRATION AND MANAGEMENT, DEVELOPING LEADERS WHO MAKE A DIFFERENCE IN THE WORLD. | $50,000 |
| NAPLES CHILDREN AND EDUCATION FOUNDATION | ||||||
| 2590 GOODLETTE-FRANK ROAD NORTH | NAPLES | FL | 34103 | PC | TO MAKE A PROFOUND AND SUSTAINING DIFFERENCE IN THE QUALITY OF CHILDREN'S LIVES. | $25,000 |
| SOUTHPORT CONGREGATIONAL CHURCH | ||||||
| 524 PEQUOT AVE | SOUTHPORT | CT | 06890 | NC | HELP PEOPLE FIND MEANING AND PURPOSE IN EVERY DAY LIFE | $50,000 |
| BEYOND CELIAC (FORMERLY NATIONAL FOUNDATION FOR CELIAC AWARENESS) | ||||||
| 191 PRESIDENTIAL BLVD SUITE 100 | BALA CYNWYD | PA | 19004 | PC | TO ADVANCE RESEARCH FOR CELIAC DISEASE AND ACCELERATE THE DISCOVERY OF TREATMENTS AND A CURE. TO EDUCATE AND EMPOWER INDIVIDUALS LIVING WITH CELIAC DISEASE. | $75,000 |
| TRUSTEES OF DARTMOUTH COLLEGE | ||||||
| 6066 DEVELOPMENT OFFICE | HANOVER | NH | 03755 | PC | A PRIVATE, NONPROFIT, COEDUCATIONAL INSTITUTION DEDICATED TO UNDERGRADUATE EDUCATION, GRADUATE STUDY, AND RESEARCH IN THE ARTS AND SCIENCES AND PROFESSIONAL SCHOOLS. | $25,000 |
| KISSICK FAMILY FOUNDATION | ||||||
| 4643 WORNALL RD | KANSAS CITY | MO | 64112 | PC | PRIVATE GRANT-MAKING FOUNDATION SUPPORTING EDUCATION, HEALTHCARE, AND COMMUNITY-BASED CHARITABLE PROGRAMS. | $25,000 |
| THE EVERGLADES FOUNDATION INC | ||||||
| 18001 OLD CUTLER ROAD SUITE 625 | PALMETTO BAY | FL | 33157 | PC | TO RESTORE AND PROTECT AMERICA'S EVERGLADES THROUGH SCIENCE, ADVOCACY, AND EDUCATION TO BENEFIT PEOPLE AND NATURE. | $45,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $420,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $191,448 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $380,296 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,411,940 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,983,684 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,983,684 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| ANDREW AND STEPHANI WHITTAKER | |||||||
| 1 | 1771 POST ROAD EAST BOX 114 | WESTPORT | CT | 06880 | $451,525 | Yes (X) | |
| ANDREW AND STEPHANI WHITTAKER | |||||||
| 2 | 1771 POST ROAD EAST BOX 114 | WESTPORT | CT | 06880 | $2,690,400 | Yes (X) | |
| ANDREW AND STEPHANI WHITTAKER | |||||||
| 3 | 1771 POST ROAD EAST BOX 114 | WESTPORT | CT | 06880 | $5,384 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 17,693 SHARES VTS AT $25.52 PER SHARE. | $451,525 | 2024-05-28 |
| 2 | 40,000 SHARES JEF @ $67.26 | $2,690,400 | 2024-10-17 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $5,383 | Amt |
| Net Investment Income | $5,383 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $2,889,400 | EOYBookValueAmt |
| EOYFMV | $2,889,400 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $8,598,862 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $8,598,862 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST PURCHASED | Desc |
| BOY Book Value | $15,057 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK BASIS GREATER THAN TAX COST - STOCKS SOLD | Desc |
| Amt | $2,349,434 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV CHANGE - STOCKS AND BONDS | Desc |
| Amt | $1,298,307 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES PAID | CategoryTxt |
| Amt | $87,869 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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