Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
WESTWIND FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)95 ROWAYTON AVENUE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NORWALK, CT06853
A Employer identification number

52-6358830
B Telephone number (see instructions)

(434) 260-0199
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$127,231,494J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 199,970
2 Check right arrow.............
3 Interest on savings and temporary cash investments 438,237 438,237 438,237
4 Dividends and interest from securities... 2,028,169 2,028,169 2,028,169
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -59,929
b Gross sales price for all assets on line 6a 2,931,299
7 Capital gain net income (from Part IV, line 2)...  
8 Net short-term capital gain......... 693
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,589   2,589
12 Total. Add lines 1 through 11........ 2,609,036 2,466,406 2,469,688
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 263,633 263,633 263,633  
14 Other employee salaries and wages...... 119,481 23,507 23,507 95,973
15 Pension plans, employee benefits....... 70,346 48,818 48,818 21,528
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
13,148 13,148 13,148  
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
291,100 291,100 291,100  
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
79,043 79,043 79,043  
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 25,712 25,712 25,712  
21 Travel, conferences, and meetings....... 65,635 65,635 65,635  
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
111,302 111,302 111,302  
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,039,400 921,898 921,898 117,501
25 Contributions, gifts, grants paid....... 5,869,820 5,869,820
26 Total expenses and disbursements. Add lines 24 and 25 6,909,220 921,898 921,898 5,987,321
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -4,300,184
b Net investment income (if negative, enter -0-) 1,544,508
c Adjusted net income (if negative, enter -0-)... 1,547,790
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 2,932,737 3,323,283 3,323,283
2 Savings and temporary cash investments......... 9,188,651 4,418,235 4,418,235
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 63,330 47,349 47,349
10a Investments—U.S. and state government obligations (attach schedule) 2,406,852 Click to see attachment
List of Attached Documents:
// Content
2,541,819 		2,532,788
b Investments—corporate stock (attach schedule)....... 66,995,836 Click to see attachment
List of Attached Documents:
// Content
66,982,521 		99,658,869
c Investments—corporate bonds (attach schedule)....... 3,243,963 Click to see attachment
List of Attached Documents:
// Content
2,998,828 		2,896,522
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 9,428,724 Click to see attachment
List of Attached Documents:
// Content
9,553,664 		12,823,000
14 Land, buildings, and equipment: basis right arrow2,433
Less: accumulated depreciation (attach schedule) right arrow2,433      
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
375,247 		Click to see attachment
List of Attached Documents:
// Content
1,531,448 		Click to see attachment
List of Attached Documents:
// Content
1,531,448
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 94,635,340 91,397,147 127,231,494
Liabilities 17 Accounts payable and accrued expenses.......... 67 70
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 67 70
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,015,783 1,015,783
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 93,619,490 90,381,294
29 Total net assets or fund balances (see instructions)..... 94,635,273 91,397,077
30 Total liabilities and net assets/fund balances (see instructions). 94,635,340 91,397,147
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
94,635,273
2
Enter amount from Part I, line 27a .....................
2
-4,300,184
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,061,988
4
Add lines 1, 2, and 3 ..........................
4
91,397,077
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
91,397,077
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a ASTRAZENECA FINANCE LLC P 2023-04-13 2023-11-15
b US TREAS NOTE P 2022-08-15 2023-04-27
c SANTANDER DRIVE P 2022-10-05 2023-07-15
d CANADIAN PAC P 2021-11-17 2023-04-06
e KENT HOSPITAL P 2019-10-23 2023-07-17
WILLIAMS PARTNERS P 2020-09-10 2023-10-11
FEDERAL NATL MTG ASSN P 2019-11-07 2023-01-25
SANTANDER DRIVE P 2022-12-07 2023-12-15
GENERAL MOTORS P 2022-09-29 2023-03-06
US TREAS NOTE P 2022-07-12 2023-01-12
SANTANDER DRIVE P 2022-12-07 2023-07-15
CARRIER GLOBAL P 2021-03-25 2023-04-06
KEURIG DR PEPPER P 2021-03-02 2023-10-23
XCEL ENERGY P 2020-09-22 2023-04-13
FEDERAL NATL MTG ASSN P 2021-03-25 2023-10-25
UNIFORM MBS POOL AU1657 P 2019-10-22 2023-12-25
INTEL CORP P 2022-08-02 2023-04-18
US TREAS NOTE P 2022-11-10 2023-05-11
SANTANDER DRIVE P 2022-10-05 2023-08-15
CONSTELLATION BRANDS P 2020-12-09 2023-05-08
NATIONAL RURAL UTILITIES P 2021-02-01 2023-02-03
AMERICREDIT P 2022-08-17 2023-12-18
FEDERAL NATL MTG ASSN P 2020-06-12 2023-12-25
UNIFORM MBS POOL BM3056 P 2019-10-24 2023-12-25
PEPSICO INC P 2023-02-13 2023-07-13
US TREAS NOTE P 2023-04-28 2023-11-14
SANTANDER DRIVE P 2022-12-07 2023-08-15
DISNEY WALT CO P 2019-10-22 2023-05-08
NEW YORK ST URBAN DEV P 2021-01-22 2023-05-11
CARMAX P 2022-12-07 2023-12-15
FORD CREDIT AUTO P 2021-02-17 2023-12-15
UNIFORM MBS POOL FM4427 P 2020-11-06 2023-12-25
PFIZER P 2023-05-17 2023-12-08
US TREAS NOTE P 2023-05-09 2023-11-14
SANTANDER DRIVE P 2022-10-05 2023-09-15
DOMINION ENERGY P 2021-03-24 2023-05-08
PHILLIPS 66 P 2022-03-07 2023-12-08
CHN EQUIPMENT P 2021-07-20 2023-12-15
GM FIN CONS P 2021-04-06 2023-12-16
UNIFROM MBS POOL MA3408 P 2019-10-24 2023-12-25
REGIONAL TRAN P 2023-01-11 2023-09-28
WARNER MEDIA P 2022-09-29 2023-07-14
SANTANDER DRIVE P 2022-12-07 2023-09-15
DTE ENERGY P 2020-08-03 2023-05-08
SCHWAB CHARLES P 2020-12-15 2023-03-28
CNH EQUIPMENT P 2022-08-16 2023-12-15
GM FIN CONS P 2020-08-11 2023-12-16
UNIFORM MBS POOL ZS6596 P 2019-10-22 2023-12-25
US TREAS NOTE P 2022-05-24 2023-05-17
US TREAS NOTE P 2022-09-27 2023-05-10
SANTANDER DRIVE P 2022-12-07 2023-10-15
ELEVANCE HEALTH P 2019-10-22 2023-11-08
SHERWIN WILLIAMS P 2021-03-17 2023-02-28
FEDERAL HOME LN CRPSER K028 P 2019-10-22 2023-01-25
HONDA AUTO RECOVERY P 2021-02-17 2023-12-21
UNIFORM MBS POOL ZS8020 P 2019-10-24 2023-12-25
US TREAS NOTE P 2022-09-27 2023-03-27
AMERICREDIT AUTO P 2022-08-17 2023-07-18
SANTANDER DRIVE P 2022-12-07 2023-11-15
ENBRIDGE P 2022-02-15 2023-11-07
TOTAL CAP INTL P 2019-10-22 2023-02-07
FEDERAL HOME LN CRPSER K028 P 2020-06-03 2023-01-25
HYUNDAI P 2022-03-09 2023-12-15
PARTNERSHIP ST CAPITAL GAINS P 2023-01-01 2023-12-31
US TREAS NOTE P 2022-09-27 2023-04-27
CARMAX AUTO P 2022-12-07 2023-11-15
ABBOTT LABORATORIES P 2021-10-15 2023-05-08
ENTERPRISE PRODS P 2019-11-19 2023-05-17
US TREASURY P 2019-11-08 2023-09-21
FEDERAL HOME LN CRPSER K029 P 2020-06-05 2023-01-25
HYUNDAI P 2022-07-21 2023-12-15
PARNERSHIP LT CAPTIAL GAINS P 2022-01-01 2023-12-31
US TREAS NOTE P 2022-09-27 2023-07-14
CARMAX AUTO P 2022-09-27 2023-09-15
AFRICAN DEV BK MTN P 2020-03-26 2023-04-03
FISERV INC. P 2022-01-13 2023-11-08
US TREASURY P 2020-05-29 2023-09-20
FEDERAL HOME LN CRPSER K029 P 2020-06-05 2023-02-27
HYUNDAI P 2022-09-14 2023-12-15
US TREAS NOTE P 2022-10-13 2023-07-14
CNH EQUIPMENT P 2022-08-16 2023-08-15
AMERICAN EXPRESS P 2019-11-19 2023-05-17
GENERAL MILLS P 2022-02-23 2023-06-21
US TREASURY P 2020-06-30 2023-09-21
FEDERAL HOME LN CRPSER K036 P 2019-11-08 2023-01-25
JOHN DEERE P 2021-07-13 2023-12-15
US TREAS NOTE P 2022-04-13 2023-01-12
FEDERAL HOME LN MTG CRPSER P 2022-01-19 2023-01-15
ANHEUSER BUSCH P 2021-07-21 2023-09-21
GOLDMAN SACHS P 2021-01-07 2023-06-21
US TREASURY P 2021-09-27 2023-03-27
FEDERAL HOME LN CRPSER 4096 P 2021-03-10 2023-12-15
JOHN DEERE P 2022-03-10 2023-12-15
US TREAS NOTE P 2022-04-13 2023-01-27
SANTANDER AUTO P 2023-03-24 2023-12-15
ARIZONA ST TRANSN BOARD P 2020-01-01 2023-05-25
HEALTHPEAK PROPERTIES P 2021-11-15 2023-05-08
US TREASURY P 2020-12-29 2023-09-21
FEDERAL HOME LN CRPSER 4287 P 2022-01-19 2023-12-15
SANTANDER DRIVE P 2022-10-05 2023-10-15
US TREAS NOTE P 2022-04-13 2023-02-14
SANTANDER DRIVE P 2022-10-05 2023-06-15
BANK MONTREAL P 2021-07-06 2023-05-23
HONDA MOTOR P 2022-03-03 2023-10-11
US TREASURY P 2021-03-16 2023-09-29
FEDERAL HOME LN CRPSER 4615 P 2021-02-12 2023-12-15
SANTANDER DRIVE P 2022-10-05 2023-11-15
US TREAS NOTE P 2022-08-15 2023-02-14
SANTANDER DRIVE P 2022-12-07 2023-06-15
BANK NEW YORK MELLON P 2021-01-21 2023-09-21
INTERNATIONAL BANK P 2020-11-17 2023-11-24
US TREASURY P 2021-03-16 2023-10-04
FEDERAL NATL MTG ASSN P 2022-01-04 2023-05-25
SANTANDER DRIVE P 2022-10-05 2023-12-15
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 44,270   46,470 -2,200
b 57,015   56,936 79
c 3,087   3,013 74
d 56,773   59,941 -3,168
e 45,000   45,000  
17,340   18,834 -1,494
1,482   1,515 -33
1,997   1,956 41
24,301   23,807 494
33,711   33,737 -26
2,658   2,604 54
19,155   20,377 -1,222
34,249   35,004 -755
20,434   21,000 -566
3,545   3,615 -70
6,919   7,001 -82
58,407   59,957 -1,550
14,185   13,585 600
2,959   2,888 71
19,391   21,734 -2,343
49,751   51,984 -2,233
9,452   9,186 266
2,937   3,173 -236
8,541   8,617 -76
35,348   34,973 375
51,618   54,172 -2,554
2,548   2,496 52
33,981   35,940 -1,959
58,528   63,791 -5,263
3,584   3,384 200
8,020   8,020  
13,320   14,045 -725
63,262   64,046 -784
8,603   9,026 -423
3,051   2,977 74
22,755   25,027 -2,272
29,334   30,492 -1,158
9,341   9,339 2
7,712   7,711 1
4,574   4,738 -164
79,778   78,017 1,761
32,867   32,253 614
2,627   2,573 54
9,209   10,003 -794
26,200   30,099 -3,899
3,894   3,894  
8,814   8,812 2
6,903   7,052 -149
26,312   27,309 -997
47,986   47,057 929
2,342   2,294 48
44,107   45,387 -1,280
37,450   42,118 -4,668
5,368   5,566 -198
4,814   4,814  
4,413   4,519 -106
14,356   14,116 240
14,748   14,333 415
2,197   2,152 45
23,916   24,994 -1,078
49,320   50,804 -1,484
2,577   2,748 -171
838   838  
4,227     4,227
33,469   32,940 529
2,318   2,189 129
44,757   48,670 -3,913
34,404   35,783 -1,379
119,345   125,426 -6,081
12,987   13,811 -824
925   895 30
52,830     52,830
28,591   28,234 357
31,000   30,441 559
35,000   34,971 29
29,347   30,236 -889
56,589   61,877 -5,288
1,733   1,863 -130
1,041   1,001 40
47,652   47,016 636
16,791   16,791  
33,831   35,100 -1,269
26,245   28,533 -2,288
95,089   103,049 -7,960
39,000   41,562 -2,562
7,423   7,423  
89,399   90,723 -1,324
1,672   1,721 -49
43,169   47,604 -4,435
34,690   35,434 -744
57,425   60,917 -3,492
5,773   5,893 -120
3,409   3,409  
42,358   42,974 -616
9,313   9,223 90
37,540   40,019 -2,479
34,515   39,779 -5,264
46,210   51,484 -5,274
13,268   13,653 -385
2,720   2,655 65
75,084   76,398 -1,314
1,829   1,785 44
52,101   54,935 -2,834
90,945   100,014 -9,069
14,426   15,322 -896
16,532   16,957 -425
2,551   2,490 61
4,693   4,745 -52
1,575   1,543 32
31,373   34,945 -3,572
29,000   28,958 42
81,862   86,813 -4,951
6,780   6,897 -117
2,319   2,264 55
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -2,200
b       79
c       74
d       -3,168
e        
      -1,494
      -33
      41
      494
      -26
      54
      -1,222
      -755
      -566
      -70
      -82
      -1,550
      600
      71
      -2,343
      -2,233
      266
      -236
      -76
      375
      -2,554
      52
      -1,959
      -5,263
      200
       
      -725
      -784
      -423
      74
      -2,272
      -1,158
      2
      1
      -164
      1,761
      614
      54
      -794
      -3,899
       
      2
      -149
      -997
      929
      48
      -1,280
      -4,668
      -198
       
      -106
      240
      415
      45
      -1,078
      -1,484
      -171
       
      4,227
      529
      129
      -3,913
      -1,379
      -6,081
      -824
      30
      52,830
      357
      559
      29
      -889
      -5,288
      -130
      40
      636
       
      -1,269
      -2,288
      -7,960
      -2,562
       
      -1,324
      -49
      -4,435
      -744
      -3,492
      -120
       
      -616
      90
      -2,479
      -5,264
      -5,274
      -385
      65
      -1,314
      44
      -2,834
      -9,069
      -896
      -425
      61
      -52
      32
      -3,572
      42
      -4,951
      -117
      55
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -59,929
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 693
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 21,469
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 21,469
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 21,469
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 47,349
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 47,349
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 25,880
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow25,880 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowDC
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.WESTWINDFOUNDATION.ORG
14
The books are in care ofright arrowCO WESTWIND MANAGEMENT LLC Telephone no.right arrow (434) 977-5762

Located atright arrow95 ROWAYTON AVENUENORWALKCT ZIP+4right arrow06853
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
 
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
PAUL HESS PROGRAM MANA
40.00 		263,633 0 0
204 E HIGH STREET
CHARLOTTESVILLE,VA22902
JANET MILLER PRESIDENT
40.00 		0 0 0
204 E HIGH STREET
CHARLOTTESVILLE,VA22902
EDWARD M MILLER CEO
30.00 		0 0 0
204 E HIGH STREET
CHARLOTTESVILLE,VA22902
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
WESTWIND MANAGEMENT LLC CONSULTING 290,000
95 ROWAYTON AVENUE
NORWALK,CT06853
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
108,964,109
b
Average of monthly cash balances.......................
1b
9,766,486
c
Fair market value of all other assets (see instructions)................
1c
1,488,605
d
Total (add lines 1a, b, and c).........................
1d
120,219,200
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
120,219,200
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,803,288
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
118,415,912
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
5,920,796
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
5,920,796
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
21,469
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
21,469
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
5,899,327
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
5,899,327
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
5,899,327
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
5,987,321
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
5,987,321
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 5,899,327
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 71,859
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 5,987,321
a Applied to 2022, but not more than line 2a 71,859
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 5,899,327
e Remaining amount distributed out of corpus 16,135
5 Excess distributions carryover applied to 2023.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 16,135
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		16,135
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 16,135
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

350ORG

20 JAY STREET SUITE 732
BROOKLYN,NY11201 		NONE   TO FUND OPERATING NEEDS 70,000

ACTION FOR THE CLIMATE EMERGENCY

4676 BROADWAY
BOULDER,CO80304 		NONE   TO FUND OPERATING NEEDS 50,000

ADVOCATES FOR YOUTH

1325 G ST NW SUITE 980
WASHINGTON,DC20005 		NONE   TO FUND OPERATING NEEDS 2,206,860

ALABAMA RIVER ALLIANCE

2014 6TH AVE N SUITE 200
BIRMINGHAM,AL35203 		NONE   TO FUND OPERATING NEEDS 25,000

AMERICAN CANCER SOCIETY

655 15TH ST NW SUITE 320
WASHINGTON,DC20005 		NONE   TO FUND OPERATING NEEDS 5,000

AMERICAN CHESTNUT FOUNDATION

50 N MERRIMON AVE
ASHEVILLE,NC28804 		NONE   TO FUND OPERATING NEEDS 2,000

AMERICARES

88 HAMILTON AVENUE
STAMFORD,CT06902 		NONE   TO FUND OPERATING NEEDS 1,000

APPALACHIAN VOICES

171 GRAND BOULEVARD
BOONE,NC28607 		NONE   TO FUND OPERATING NEEDS 85,000

BEACON HILL NURSERY SCHOOL

74 JOY STREET
BOSTON,MA02114 		NONE   TO FUND OPERATING NEEDS 12,500

BIG BROTHERS BIG SISTERS

225 N HIGH STREET 3
HARRISONBURG,VA22802 		NONE   TO FUND OPERATING NEEDS 2,000

BOYS AND GIRLS CLUB OF ORANGE

TAYLOR EDUC ADMIN COMPLEX
200 DAILEY DRIVE
ORANGE,VA22960 		NONE   TO FUND OPERATING NEEDS 1,000

BOYSGIRLS CLUB OF CHARALB

PO BOX 707
CHARLOTTESVILLE,VA22902 		NONE   TO FUND OPERATING NEEDS 40,000

BRIGHAM AND WOMEN'S HOSPITAL

75 FRANCIS STREET
BOSTON,MA02115 		NONE   TO FUND OPERATING NEEDS 10,513

BUILDING GOODNESS FOUNDATION

PO BOX 4325
CHARLOTTESVILLE,VA22905 		NONE   TO FUND OPERATING NEEDS 5,000

CATHOLICS FOR CHOICE

1436 U ST NW SUITE 301
WASHINGTON,DC20009 		NONE   TO FUND OPERATING NEEDS 60,000

CENTER FOR INTERNATIONAL ENV LAW

1350 CONNECTICUT AVE NW
WASHINGTON,DC20036 		NONE   TO FUND OPERATING NEEDS 25,000

CENTER FOR NONPROFIT EXCELLENCE

1701A ALLIED STREET
CHARLOTTESVILLE,VA22903 		NONE   TO FUND OPERATING NEEDS 3,000

CENTER FOR REPRODUCTIVE RIGHTS

199 WATER STREET 22ND FL
NEW YORK,NY10038 		NONE   TO FUND OPERATING NEEDS 125,000

CERES

99 CHAUNCY ST 6TH FLOOR
BOSTON,MA02111 		NONE   TO FUND OPERATING NEEDS 85,000

CHAR-ALB SPCA

3355 BERKMAR DRIVE
CHARLOTTESVILLE,VA22901 		NONE   TO FUND OPERATING NEEDS 1,000

CHARLOTTESVILLE AREA COMM FNDN

PO BOX 1767
CHARLOTTESVILLE,VA22902 		NONE   TO FUND OPERATING NEEDS 500

CHARLOTTESVILLE FREE CLINIC

1138 ROSE HILL DR STE200
CHARLOTTESVILLE,VA22903 		NONE   TO FUND OPERATING NEEDS 6,000

CHESAPEAKE CLIMATE ACTION NETWORK

PO BOX 11138
TACOMA PARK,MD20912 		NONE   TO FUND OPERATING NEEDS 85,000

CLEAN ENERGY ACTION

PO BOX 1399
BOULDER,CO80306 		NONE   TO FUND OPERATING NEEDS 1,000

COASTAL MOUNTAINS LAND TRUST

101 MT BATTIE ST
CAMDEN,ME04843 		NONE   TO FUND OPERATING NEEDS 2,000

COMMUNITY CLIMATE COLLABORATIVE

415 8TH ST NE
CHARLOTTESVILLE,VA22902 		NONE   TO FUND OPERATING NEEDS 30,000

COMMUNITY INVESTMENT COLLABORATIVE

PO BOX 2976
CHARLOTTESVILLE,VA22902 		NONE   TO FUND OPERATING NEEDS 1,000

CONSERVATION LAW FOUNDATION

62 SUMMER STREET
BOSTON,MA02110 		NONE   TO FUND OPERATING NEEDS 50,000

CONSERVATIVES FOR CLEAN ENERGY

514 DANIELS STREET
RALEIGH,NC27605 		NONE   TO FUND OPERATING NEEDS 50,000

DANA FARBER CANCER INSTITUTE

450 BROOKLINE AVE
BOSTON,MA02215 		NONE   TO FUND OPERATING NEEDS 10,000

DKT INTERNATIONAL

1701 K STREET NW STE 201
WASHINGTON,DC20006 		NONE   TO FUND OPERATING NEEDS 325,000

EARTHJUSTICE

50 CALIFORNIA ST
STE 500
SAN FRANCISCO,CA94111 		NONE   TO FUND OPERATING NEEDS 25,000

ENERGY ALABAMA

PO BOX 1381
HUNTSVILLE,AL35807 		NONE   TO FUND OPERATING NEEDS 15,000

ETHEL WALKER SCHOOL

230 BUSHY HILL ROAD
SIMSBURY,CT06070 		NONE   TO FUND OPERATING NEEDS 500

FEMINIST MAJORITY FOUNDATION

1600 WILSON BLVD STE 801
ARLINGTON,VA22209 		NONE   TO FUND OPERATING NEEDS 30,000

FOCUSED ULTRASOUND FOUNDATION

1230 CEDARS COURT
CHARLOTTESVILLE,VA22903 		NONE   TO FUND OPERATING NEEDS 5,000

FOS FEMINISTA

125 MAIDEN LANE
NEW YORK,NY10038 		NONE   TO FUND OPERATING NEEDS 200,000

GASP

2320 HIGHLAND AVE S
STE 270
BIRMINGHAM,AL35205 		NONE   TO FUND OPERATING NEEDS 25,000

GEORGIA FRIEND'S INC

405 RIDGE STREET
CHARLOTTESVILLE,VA22902 		NONE   TO FUND OPERATING NEEDS 2,000

GLOBAL DOCTORS FOR CHOICE

1430 BROADWAY STE 1614
NEW YORK,NY10018 		NONE   TO FUND OPERATING NEEDS 15,000

GLOBAL GREENGRANTS FUND

2840 WILDERNESS PLACE
BOULDER,CO80301 		NONE   TO FUND OPERATING NEEDS 25,000

GREATER NE CHAPTER MS SOCIETY

101-A FIRST AVE NO 6
WALTHAM,MA02541 		NONE   TO FUND OPERATING NEEDS 1,000

GREEN VALE SCHOOL

250 VALENTINES LANE
GLEN HEAD,NY11545 		NONE   TO FUND OPERATING NEEDS 500

GREENPEACE FUND INC

702 H STREET NW STE 300
WASHINGTON,DC20001 		NONE   TO FUND OPERATING NEEDS 55,000

GROUNDSWELL FUND

PO BOX 71642
OAKLAND,CA94612 		NONE   TO FUND OPERATING NEEDS 30,000

HABITAT FOR HUMANITY

967 2ND ST SUITE SE
CHARLOTTESVILLE,VA22902 		NONE   TO FUND OPERATING NEEDS 10,000

HOUSATONIC RIVER WALK

PO BOX 1018
GREAT BARRINGTON,MA01230 		NONE   TO FUND OPERATING NEEDS 1,000

HURRICANE ISLAND FOUNDATION

PO BOX 1280
ROCKLAND,ME04841 		NONE   TO FUND OPERATING NEEDS 2,000

HURRICANE ISLAND OUTWARD BOUND SCH

75 MECHANIC STREET
ROCKLAND,ME04841 		NONE   TO FUND OPERATING NEEDS 32,000

IPAS

PO BOX 9990
CHAPEL HILL,NC27515 		NONE   TO FUND OPERATING NEEDS 100,000

J HUGHES FOUNDATION

223 RIVERVIEW DRIVE
SUITE I
DANVILLE,VA24541 		NONE   TO FUND OPERATING NEEDS 5,000

JAMES RIVER ASSOCIATION

16 S 17RH STREET STE 100
RICHMOND,VA23219 		NONE   TO FUND OPERATING NEEDS 10,000

LEHIGH UNIVERSITY

641 TAYLOR STREET
BETHLEHEM,PA18015 		NONE   TO FUND OPERATING NEEDS 5,000

LENOX HILL NEIGHBOORHOOD HOUSE

331 EAST 70TH STREET
NEW YORK,NY10021 		NONE   TO FUND OPERATING NEEDS 8,000

MAINE COAST HERITAGE TRUST

1 BOWDOIN MILL ISLAND
TOPSHAM,ME04086 		NONE   TO FUND OPERATING NEEDS 20,000

MAINE ISLAND TRAIL ASSOCIATION

58 FORE STREET BLDG 30
PORTLAND,ME04101 		NONE   TO FUND OPERATING NEEDS 1,000

MAINE MARITIME MUSEUM

243 WASHINGTON STREET
BATH,ME04530 		NONE   TO FUND OPERATING NEEDS 1,000

MARIE STOPES INTERNATIONAL

PO BOX 35528
WASHINGTON,DC20033 		NONE   TO FUND OPERATING NEEDS 150,000

MEMORIAL SLOAN-KETTERING CANCER CTR

1275 YORK AVENUE
NEW YORK,NY10021 		NONE   TO FUND OPERATING NEEDS 5,000

MIT

77 MASSACHUSETTS AVE
CAMBRIDGE,MA02139 		NONE   TO FUND OPERATING NEEDS 6,000

MS CARE CENTER AT NYU HOSP JT DIS

301 E 17TH STR SUITE 544
NEW YORK,NY10003 		NONE   TO FUND OPERATING NEEDS 3,000

NAL INST OF REPRODUCTIVE HEALTH

14 WALL STREET 3B
NEW YORK,NY10005 		NONE   TO FUND OPERATING NEEDS 20,000

NARAL PRO CHOICE VIRGINIA FOUNDATIO

PO BOX 1204
ALEXANDRIA,VA22313 		NONE   TO FUND OPERATING NEEDS 15,000

NATIONAL RESOURCES DEFENSE COUNCIL

40 WEST 20TH STREET
11TH FLOOR
NEW YORK,NY10011 		NONE   TO FUND OPERATING NEEDS 1,000

NATIONAL WOMEN'S HEALTH NETWORK

1413 K STREET NW
4TH FLOOR
WASHINGTON,DC20005 		NONE   TO FUND OPERAING NEEDS 75,000

NEID

PO BOX 24
WATERTOWN,MA02471 		NONE   TO FUND OPERATING NEEDS 3,750

OCEAN CONSERVANCY

1300 19TH STREET NW
WASHINGTON,DC20036 		NONE   TO FUND OPERATING NEEDS 30,000

OX RIDGE FOUNDATION

512 MIDDLESEX DRIVE
DARIEN,CT06820 		NONE   TO FUND OPERATING NEEDS 6,000

PARAMOUNT THEATER

PO BOX 2309
CHARLOTTESVILLE,VA22902 		NONE   TO FUND OPERATING NEEDS 5,000

PBS FOUNDATION

2100 CRYSTAL DRIVE
ARLINGTON,VA22202 		NONE   TO FUND OPERATING NEEDS 5,000

PHYSICIANS FOR REPRODUCTIVE CHOICE

1430 BROADWAY
STE 1614
NEW YORK,NY10018 		NONE   TO FUND OPERATING NEEDS 30,000

PIEDMONT CASA

PO BOX 603
CHARLOTTESVILLE,VA22902 		NONE   TO FUND OPERATING NEEDS 5,000

PIEDMONT ENVIRONMENT COUNCIL

410 EAST WATER STREET
SUITE 700
CHARLOTTESVILLE,VA22902 		NONE   TO FUND OERATING NEEDS 10,000

PLANNED PARENTHOOD FEDERATION

PO BOX 97166
WASHINGTON,DC20090 		NONE   TO FUND OPERATING NEEDS 30,000

PLANNED PARENTHOOD LGE OF MASS

1055 COMMONWEALTH AVENUE
BOSTON,MA02215 		NONE   TO FUND OPERATING NEEDS 20,000

PORTLAND MUSEUM OF ART

9 CONGRESS SQUARE
PORTLAND,ME04101 		NONE   TO FUND OPERATING NEEDS 5,000

PROUTS NECK ASSOCIATION

499 BLACK POINT ROAD
SCARBOROUGH,ME04074 		NONE   TO FUND OPERATING NEEDS 1,000

PROUTS NECK AUDOBON SOCIETY

11 BROWN STREET
CAMBRIDGE,MA02138 		NONE   TO FUND OPERATING NEEDS 1,100

PROUTS NECK HISTORICAL SOCIETY

PO BOX 993
SCARBOROUGH,ME04070 		NONE   TO FUND OPERATING NEEDS 500

PUBLIC HEALTH INSTITUTE

555 12TH STREET 10TH FL
OAKLAND,CA94607 		NONE   TO FUND OPERATING NEEDS 85,000

RACHEL'S NETWORK

1200 18TH ST NW STE 910
WASHINGTON,DC20036 		NONE   TO FUND OPERATING NEEDS 27,550

RENNSELAER ALUMNI ASSOCIATION

110 8TH STREET
TROY,NY12180 		NONE   TO FUND OPERATING NEEDS 1,000

RH REALITY CHECK (REWIRE)

7315 WISCONSIN AVE
STE 400
BETHESDA,MD20814 		NONE   TO FUND OPERATING NEEDS 15,000

RIVANNA CONSERVATION ALLIANCE

PO BOX 1503
CHARLOTTESVILLE,VA22902 		NONE   TO FUND OPERATING NEEDS 1,000

ROCKING THE BOAT

812 EDGEWATER ROAD
BRONX,NY10474 		NONE   TO FUND OPERATING NEEDS 2,000

RON BROWN SCHOLAR FUND

1160 PEPSI PLACE ST 206
CHARLOTTESVILLE,VA22901 		NONE   TO FUND OPERATING NEEDS 500

SC COASTAL CONSERVATION LEAGUE

PO BOX 1765
CHARLESTON,SC29402 		NONE   TO FUND OPERATING NEEDS 35,000

SCARBOROUGH LAND CONSERVATION TRUST

PO BOX 1237
SCARBOROUGH,ME04070 		NONE   TO FUND OPERATING NEEDS 2,000

SELC

201 W MAIN STREET STE14
CHARLOTTESVILLE,VA23902 		NONE   TO FUND OPERATING NEEDS 150,000

SEXUALITY INFO & EDUC COUNCIL OF US

1012 14TH ST NW STE 1108
WASHINGTON,DC20005 		NONE   TO FUND OPERATING NEEDS 50,000

SMALL DISCRETIONARY GRANTS--VARIOUS

232 EAST HIGH STREET
CHARLOTTESVILLE,VA22902 		NONE   TO FUND OPERATING NEEDS 8,022

SOLAR UNITED NEIGHBORS

1115 MASSACHUSETTS AVE
SUITE 300
WASHINGTON,DC20005 		NONE   TO FUND OPERATING NEEDS 25,000

SOUTHERN ALLIANCE CLEAN ENERGY

PO BOX 1842
KNOXVILLE,TN37901 		NONE   TO FUND OPERATING NEEDS 60,000

SPECIAL OLYMPICS MAINE

125 JOHN ROBERTS ROAD
PORTLAND,ME04106 		NONE   TO FUND OPERATING NEEDS 2,000

SQUASH EDUCATION ALLIANCE

555 8TH AVE SUITE 1102
NEW YORK,NY10018 		NONE   TO FUND OPERATING NEEDS 2,000

ST LUKES PARISH SCHOOL

1864 POST ROAD
DARIEN,CT06820 		NONE   TO FUND OPERATING NEEDS 3,750

ST JAMES EPISCOPAL CHURCH

13 FEDERAL STREET
BRUNSWICK,ME04011 		NONE   TO FUND OPERATING NEEDS 1,175

STAND

1 HAIGHT STREET
SAN FRANCISCO,CA94102 		NONE   TO FUND OPERATING NEEDS 80,000

SUSAN L CURTIS FOUNDATION

1321 WASHINGTON AVE S-104
PORTLAND,ME04103 		NONE   TO FUND OPERATING NEEDS 2,000

TABOR ACADEMY

ALUMNI HOUSE
MARION,MA02738 		NONE   TO FUND OPERATING NEEDS 5,000

TANZANIAN CHILDREN'S FUND

PO BOX 382006
CAMBRIDGE,MA02238 		NONE   TO FUND OPERATING NEEDS 1,000

TEXAS A&M UNIVERSITY

505 GEORGE BUSH DRIVE
COLLEGE STATION,TX77840 		NONE   TO FUND OPERATING NEEDS 5,000

THE DARIEN FOUNDATION

PO BOX 1714
DARIEN,CT06820 		NONE   TO FUND OPERATING NEEDS 2,500

THE HEALTH WAGON

163 NUMBER TEN STREET
CLINCHCO,VA24226 		NONE   TO FUND OPERATING NEEDS 2,000

THE HILL SCHOOL

717 EAST HIGH STREET
POTTSTOWN,PA19464 		NONE   TO FUND OPERATING NEEDS 1,000

THE LANDING SCHOOL

286 RIVER ROAD
ARUNDEL,ME04046 		NONE   TO FUND OPERATING NEEDS 5,000

THE MUNICIPAL BAND OF CVILLE INC

1119 5TH STR SW SUITE B
CHARLOTTESVILLE,VA22892 		NONE   TO FUND OPERATING NEEDS 1,500

THE SIERRA CLUB FOUNDATION

2101 WEBSTER ST
OAKLAND,CA94612 		NONE   TO FUND OPERATING NEEDS 30,000

THE TAFT SCHOOL

110 WOODBURY ROAD
WATERTOWN,CT06795 		NONE   TO FUND OPERATING NEEDS 2,000

THE WOMEN'S INITIATIVE

1101 E HIGH STREET
CHARLOTTESVILLE,VA22902 		NONE   TO FUND OPERATING NEEDS 5,100

THOMAS JEFFERSON FOUNDATION

PO BOX 217
CHARLOTTESVILLE,VA22902 		NONE   TO FUND OPERATING NEEDS 6,500

TRUSTEES FOR ALASKA

1026 W 4TH AVE STE 201
ANCHORAGE,AK99501 		NONE   TO FUND OPERATING NEEDS 75,000

TUFTS UNIVERSITY SCHOOL OF MEDICINE

80 GEORGE STREET
MEDFORD,MA02155 		NONE   TO FUND OPERATING NEEDS 5,000

UN FOUNDATION

1750 PENN AVE NW STE 300
WASHINGTON,DC20006 		NONE   TO FUND OPERATING NEEDS 50,000

UNIVERSITY OF RICHMOND OFFICE ADV

MARYLAND HALL CAMPUS DR
RICHMOND,VA23173 		NONE   TO FUND OPERATING NEEDS 5,000

UVA MILLER CENTER - PUBLIC AFFAIRS

PO BOX 400406
CHARLOTTESVILLE,VA22904 		NONE   TO FUND OPERATING NEEDS 1,000

UVA OFFICE OF TELEMEDICINE

914 EMMET STREET NORTH
CHARLOTTESVILLE,VA22903 		NONE   TO FUND OPERATING NEEDS 7,000

VINCENT MEMORIAL HOSPITAL FOUNDATIO

55 FRUIT STREET FND 516
BOSTON,MA02114 		NONE   TO FUND OPERATING NEEDS 5,000

VIRGINIA CONSERVATION NETWORK

409 E MAIN ST STE 201
RICHMOND,VA23219 		NONE   TO FUND OPERATING NEEDS 35,000

VIRGINIA HUMANITIES

946 GRADY DRIVE
SUITE 100
CHARLOTTESVILLE,VA22903 		NONE   TO FUND OPERATING NEEDS 1,000

VIRGINIA INTERFAITH POWER AND LIGHT

1716 E FRANKLIN STREET
RICHMOND,VA23223 		NONE   TO FUND OPERATING NEEDS 30,000

VIRGINIA ORGANIZING

703 CONCORD AVENUE
CHARLOTTESVILLE,VA22903 		NONE   TO FUND OPERATING NEEDS 100,000

WETLANDS WATCH

PO BOX 9335
NORFOLK,VA23505 		NONE   TO FUND OPERATING COSTS 30,000

WHOLE WOMEN'S HEALTH

2321 COMMONWEALTH DRIVE
CHARLOTTESVILLE,VA22901 		NONE   TO FUND OPERATING NEEDS 15,000

WIKIMEDIA FOUNDATION

1 MONTGOMERY STREET
SUITE 1600
SAN FRANCISCO,CA94104 		NONE   TO FUND OPERATING NEEDS 2,000

WILLIAMS COLLEGE

75 PARK STREET
WILLIAMSTOWN,MA01267 		NONE   TO FUND OPERATING NEEDS 1,500

WILLIAMSTOWN THEATRE FESTIVAL

PO BOX 517
WILLIAMSTOWN,MA01267 		NONE   TO FUND OPERATING NEEDS 5,000

WOODS HOLE OCEANOGRAPHIC INST

MS 40 FENNO HOUSE 225
WOODS HOLE,MA02543 		NONE   TO FUND OPERATING NEEDS 5,000

WVTF PUBLIC RADIO

3520 KINGSBURY LANE
ROANOKE,VA24014 		NONE   TO FUND OPERATING NEEDS 5,000

NEW ENGLAND FORESTRY FOUNDATION

32 FOSTER STREET
LITTLETON,MA01460 		NONE   TO FUND OPERATING NEEDS 7,000

COMMUNITY DEVELPMENT CORP

40 RAILFOAD STREET
SUITE 8
GREAT BARRINGTON,MA01230 		NONE   TO FUND OPERATING NEEDS 20,000

DEXTER SOUTHFIELD SCHOOL

20 NEWTON STREET
BROOKLINE,MA02445 		NONE   TO FUND OPERATING NEEDS 23,000

BOYS AND GIRLS CLUB BOSTON

200 HIGH STREET
3RD FLOOR
BOSTON,MA02110 		NONE   TO FUND OPERATING NEEDS 5,000

BERKSHIRE SOUTH REGIONAL CC

15 CRISSEY ROAD
GREAT BARRINGTON,MA01230 		NONE   TO FUND OPERATING NEEDS 20,000

COMMUNITY HEALTH PROGRAMS

444 STOCKBRIDGE ROAD
GREAT BARRINGTON,MA01230 		NONE   TO FUND OPERATING NEEDS 20,000

VOLUNTEERS IN MEDICINE

777 S MAIN STREET
GREAT BARRINGTON,MA01230 		NONE   TO FUND OPERATING NEEDS 20,000

THE PEOPLE'S PANTRY

5 ST JAMES PLACE
GREAT BARRINGTON,MA01230 		NONE   TO FUND OPERATING NEEDS 20,000

DOCTORS WITHOUT BORDERS

40 RECTOR STREET
NEW YORK,NY10006 		NONE   TO FUND OPERATING NEEDS 5,000

ALL IN ENERGY

30 FAIRVIEW TRUST
ROSLINDALE,MA02131 		NONE   TO FUND OERATING FUNDS 3,000

THE PRESIDENTIAL PRECINCT

427 PARK STREET
CHARLOTTESVILLE,VA22902 		NONE   TO FUND OPERATING NEEDS 5,000

KETCHA OUTDOORS

336 BLACK POINT
SCARBOROUGH,ME04074 		NONE   TO FUND OPERATING NEEDS 3,000

PROUTS NECK CONSERVANCY

PO BOX 1261
SCARBOROUGH,ME04070 		NONE   TO FUND OPERATING NEEDS 10,000

MASSACHUSETTS GENERAL HOSPITAL

55 FRUIT STREET
BOSTON,MA02114 		NONE   TO FUND OPERATING NEEDS 20,000

SOCIAL GOOD FUND

12651 SAN PABLO AVENUE
RICHMOND,CA94805 		NONE   TO FUND OPERATING NEEDS 75,000

NEO PHILANTHROPY

1001 6TH AVE 12TH FLOOR
NEW YORK,NY10018 		NONE   TO FUND OPERATING NEEDS 75,000

FRIENDS OF VITALIA

138 DUANE STREET
NEW YORK,NY10013 		NONE   TO FUND OPERATING NEEDS 15,000

LAND TRUST ALLIANCE

1250 H STREET NW
WASHINGTON,DC20005 		NONE   TO FUND OPERATING NEEDS 15,000

FLORIDA RISING TOGETHER

1800 BISCAYNE BLVD
SUITE 1050
MIAMI,FL33161 		NONE   TO FUND OPERATING NEEDS 25,000

NEW GEORGIA PROJECT

830 GLENWOOD AVE SE
ATLANTA,GA30316 		NONE   TO FUND OPERATING NEEDS 20,000

MIAMI CLIMATE ALLIANCE

18520 NW 67TH AVE
HIALEAH,FL33015 		NONE   TO FUND OPERATING NEEDS 20,000

TIDES FOUNDATION

PO BOX 889389
LOS ANGELES,CA90088 		NONE   TO FUND OPERATING NEEDS 20,000
Total .................................right arrow 3a 5,869,820
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 438,237  
4 Dividends and interest from securities ....     14 2,028,169  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     18    
8 Gain or (loss) from sales of assets other than
inventory ............ 		    14 -59,929  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aMISCELLANEOUS 		    1 2,589  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   2,409,066  
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,409,066
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
WESTWIND FOUNDATION
 
Employer identification number

52-6358830
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
WESTWIND FOUNDATION
  		Employer identification number
52-6358830
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
WESTWIND FOUNDATION INTERNATIONAL
95 ROWAYTON AVENUE
 
NORWALK, CT06853

$ 199,970


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
WESTWIND FOUNDATION
  		Employer identification number

52-6358830
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
WESTWIND FOUNDATION
  		Employer identification number

52-6358830
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
WESTWIND FOUNDATION
EIN:
52-6358830
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INDIRECT ACCOUNTING FEES 13,148 13,148 13,148  

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 DepreciationSchedule
Name:
WESTWIND FOUNDATION
EIN:
52-6358830
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
APPLE MACBOOK AIR 2015-10-30 1,276 1,276 200DB 5.0000        
APPLE MACBOOK AIR 2015-12-09 1,157 1,157 200DB 5.0000        

TY 2023 InvestmentsCorpBondsSchedule
Name:
WESTWIND FOUNDATION
EIN:
52-6358830
Name of Bond End of Year Book Value End of Year Fair Market Value
CORPORATE BONDS - SMA 2,998,828 2,896,522
CORPORATE BONDS - 5488    

TY 2023 InvestmentsCorpStockSchedule
Name:
WESTWIND FOUNDATION
EIN:
52-6358830
Name of Stock End of Year Book Value End of Year Fair Market Value
VIRGINIA NATIONAL BANK 84,000 366,147
FIDELITY ACCOUNT 5488 66,808,038 99,214,595
STIFEL ACCOUNT 90,483 78,127

TY 2023 InvestmentsGovtObligationsSch
Name:
WESTWIND FOUNDATION
EIN:
52-6358830
US Government Securities - End of Year Book Value:

2,092,897
US Government Securities - End of Year Fair Market Value:

2,090,397
State & Local Government Securities - End of Year Book Value:


448,922
State & Local Government Securities - End of Year Fair Market Value:


442,391


TY 2023 InvestmentsOtherSchedule2
Name:
WESTWIND FOUNDATION
EIN:
52-6358830
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
GOLD BOULLION AT COST 8,360,916 11,637,876
FIDELITY SMA OTHER AT COST 1,192,748 1,185,124

TY 2023 LandEtcSchedule2
Name:
WESTWIND FOUNDATION
EIN:
52-6358830
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
APPLE MACBOOK AIR 2,433 2,433    
APPLE MACBOOK AIR        


TY 2023 OtherAssetsSchedule
Name:
WESTWIND FOUNDATION
EIN:
52-6358830
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PENNELL VENTURE PARTNERS 9,534 9,513 9,513
PENNELL VENTURE MARATHON 1,470 3,267 3,267
LEEDS EQUITY PARTNERS VII LP 353,194 762,384 762,384
FIDELITY DISTRESSED OPPORTUNITIES   734,120 734,120
DUE FROM OTHERS 1,201 1,201 1,201
DUE FROM TALL OAKS 4,732 4,732 4,732
OVERPAYMENT OF CREDIT CARD 5,116 12,268 12,268
DIVIDEND RECEIVABLE   3,963 3,963


TY 2023 OtherExpensesSchedule
Name:
WESTWIND FOUNDATION
EIN:
52-6358830
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
FLOW THROUGH LOSSES FROM PART 577 577 577  
INVESTMENT INTEREST EXP P/S 17,273 17,273 17,273  
PORTFOLIO DEDUCTIONS FROM P/S 10,328 10,328 10,328  
GENERAL AND ADMINISTRATIVE 38,074 38,074 38,074  
INFORMATION TECHNOLOGY 4,993 4,993 4,993  
INVESTMENT COSTS 17,729 17,729 17,729  
RESEARCH 17,908 17,908 17,908  
PROGRAM EXPENSES 2,980 2,980 2,980  
BANK CHARGES 239 239 239  
MISCELLANEOUS 938 938 938  
POSTAGE 27 27 27  
ONLINE SERVICES 131 131 131  
UTLITIES 105 105 105  


TY 2023 OtherIncomeSchedule2
Name:
WESTWIND FOUNDATION
EIN:
52-6358830
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MISCELLANEOUS 2,589   2,589


TY 2023 OtherIncreasesSchedule
Name:
WESTWIND FOUNDATION
EIN:
52-6358830
Description Amount
INCREASE IN PARTNERSHIP ASSETS 1,061,988


TY 2023 OtherProfessionalFeesSchedule
Name:
WESTWIND FOUNDATION
EIN:
52-6358830
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL SERVICE FEES        
ACCOUNT FEES 290,000 290,000 290,000  
OTHER CONSULTING 1,100 1,100 1,100  


TY 2023 TaxesSchedule
Name:
WESTWIND FOUNDATION
EIN:
52-6358830
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INCOME TAXES 15,981 15,981 15,981  
FOREIGN TAXES PAID 63,062 63,062 63,062