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
WETHERSFIELD FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)257 PUGSLEY HILL ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
AMENIA, NY12501
A Employer identification number

13-6113816
B Telephone number (see instructions)

(845) 373-8037
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$55,068,344J 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) 1,025,492
2 Check right arrow.............
3 Interest on savings and temporary cash investments 191,367 191,367 191,367
4 Dividends and interest from securities... 427,836 427,836 427,836
5a Gross rents............ 159,740 159,740 159,740
b Net rental income or (loss) 104,778
6a Net gain or (loss) from sale of assets not on line 10 187,757
b Gross sales price for all assets on line 6a 10,399,842
7 Capital gain net income (from Part IV, line 2)... 187,757
8 Net short-term capital gain.........  
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
54,295 18,062 54,295
12 Total. Add lines 1 through 11........ 2,046,487 984,762 833,238
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 102,308 15,346   86,962
14 Other employee salaries and wages...... 624,309     624,309
15 Pension plans, employee benefits....... 174,280 1,536   172,744
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
2,233     2,233
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
116,655 31,988   84,667
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
109,522 109,522    
17 Interest............... 3,050     3,050
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
82,037 1,571   80,466
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
190,429    
20 Occupancy.............. 2,485 2,485 2,485  
21 Travel, conferences, and meetings....... 9,047     9,047
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
741,541 52,477 52,477 689,064
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,157,896 214,925 54,962 1,752,542
25 Contributions, gifts, grants paid....... 0 100,000
26 Total expenses and disbursements. Add lines 24 and 25 2,157,896 214,925 54,962 1,852,542
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -111,409
b Net investment income (if negative, enter -0-) 769,837
c Adjusted net income (if negative, enter -0-)... 778,276
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............. 1,235,571 754,404 754,404
2 Savings and temporary cash investments......... 1,253,310 1,632,580 1,632,580
3 Accounts receivable right arrow48,242
Less: allowance for doubtful accounts right arrow     48,242 48,242
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.......... 59,325 56,495 56,495
10a Investments—U.S. and state government obligations (attach schedule) 2,422,440 Click to see attachment
List of Attached Documents:
// Content
2,520,517 		2,520,517
b Investments—corporate stock (attach schedule)....... 20,211,757 Click to see attachment
List of Attached Documents:
// Content
24,084,489 		24,084,489
c Investments—corporate bonds (attach schedule)....... 966,572 Click to see attachment
List of Attached Documents:
// Content
902,298 		902,298
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).......... 3,594,220 Click to see attachment
List of Attached Documents:
// Content
3,384,169 		3,384,169
14 Land, buildings, and equipment: basis right arrow13,334,051
Less: accumulated depreciation (attach schedule) right arrow8,101,065 5,358,534 Click to see attachment
List of Attached Documents:
// Content
5,232,986 		18,303,825
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
3,381,325 		Click to see attachment
List of Attached Documents:
// Content
3,381,325 		Click to see attachment
List of Attached Documents:
// Content
3,381,325
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 38,483,054 41,997,505 55,068,344
Liabilities 17 Accounts payable and accrued expenses.......... 124,912 33,504
18 Grants payable................. 550,000 450,000
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) Click to see attachment
List of Attached Documents:
// Content
385,081 		Click to see attachment
List of Attached Documents:
// Content
273,028
23 Total liabilities (add lines 17 through 22)......... 1,059,993 756,532
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........... 14,293,495 15,317,092
25 Net assets with donor restrictions............ 23,129,566 25,923,881
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 37,423,061 41,240,973
30 Total liabilities and net assets/fund balances (see instructions). 38,483,054 41,997,505
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
37,423,061
2
Enter amount from Part I, line 27a .....................
2
-111,409
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
3,929,321
4
Add lines 1, 2, and 3 ..........................
4
41,240,973
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
41,240,973
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 U.S. TREASURY BILL P 2023-03-17 2023-09-14
b U.S. TREASURY BILL P 2023-03-17 2023-06-22
c U.S. TREASURY BILL P 2023-04-17 2023-10-19
d U.S. TREASURY BILL P 2023-06-21 2023-12-21
e PUBLICLY TRADED SECURITIES 4001 P    
PUBLICLY TRADED SECURITIES 4012 P    
PUBLICLY TRADED SECURITIES 4035 P    
PUBLICLY TRADED SECURITIES 4046 P    
PUBLICLY TRADED SECURITIES 4057 P    
PUBLICLY TRADED SECURITIES 4068 P    
PUBLICLY TRADED SECURITIES 4024 P    
(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 250,000   250,000  
b 250,000   250,000  
c 150,000   150,000  
d 250,000   250,000  
e 293   295 -2
3,301,926   3,100,099 201,827
660,492   616,626 43,866
397,733   403,601 -5,868
316,687   221,808 94,879
3,178,418   3,274,085 -95,667
1,644,293   1,695,571 -51,278
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        
b        
c        
d        
e       -2
      201,827
      43,866
      -5,868
      94,879
      -95,667
      -51,278
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 2 187,757
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  
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 10,701
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 10,701
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 10,701
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 9,189
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,562
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 10,751
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 50
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  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   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 arrowNY
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
Yes
 
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 arrowWETHERSFIELD.ORG
14
The books are in care ofright arrowWETHERSFIELD FOUNDATION INC Telephone no.right arrow (845) 373-8037

Located atright arrow257 PUGSLEY HILL ROADAMENIANY ZIP+4right arrow12501
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)
 
No
(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
 
 
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
NANCY HATHAWAY CHAIR
10.00 		0 0 0
257 PUGSLEY HILL ROAD
AMENIA,NY12501
SOOHYUNG KIM VICE-CHAIR
10.00 		0 0 0
257 PUGSLEY HILL ROAD
AMENIA,NY12501
KELLY MORGAN TREASURER
10.00 		0 0 0
257 PUGSLEY HILL ROAD
AMENIA,NY12501
JACQUELINE THORNE SECRETARY
10.00 		0 0 0
257 PUGSLEY HILL ROAD
AMENIA,NY12501
JOHN BUDNIK DIRECTOR
10.00 		0 0 0
257 PUGSLEY HILL ROAD
AMENIA,NY12501
FARNHAM COLLINS TREASURER
10.00 		0 0 0
257 PUGSLEY HILL ROAD
AMENIA,NY12501
BERNADETTE MURRAY DIRECTOR
10.00 		0 0 0
257 PUGSLEY HILL ROAD
AMENIA,NY12501
STANLEY STILLMAN DIRECTOR
10.00 		0 0 0
257 PUGSLEY HILL ROAD
AMENIA,NY12501
CANDACE PLATT DIRECTOR
10.00 		0 0 0
257 PUGSLEY HILL ROAD
AMENIA,NY12501
GEORGE WHALEN IV DIRECTOR
10.00 		0 0 0
257 PUGSLEY HILL ROAD
AMENIA,NY12501
THEODORA SHAFER EXECUTIVE DI
40.00 		102,308 0 402
257 PUGSLEY HILL ROAD
AMENIA,NY12501
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
HILLARY HENDERSON DEVELOPMENT
40.00 		101,654 35,006 480
257 PUGSLEY HILL ROAD
AMENIA,NY12501
CHRISTOPHER FERRERI ESTATE MANAG
40.00 		76,237 37,994 480
257 PUGSLEY HILL ROAD
AMENIA,NY12501
KEVIN MALLOY EQUESTRIAN M
40.00 		63,123 23,220 400
257 PUGSLEY HILL ROAD
AMENIA,NY12501
MICHAEL HARVEY HEAD GROUNDS
40.00 		60,545 18,790 480
257 PUGSLEY HILL ROAD
AMENIA,NY12501
Total number of other employees paid over $50,000...................right arrow 3
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
BROWN ADVISORY INVESTMENT ADV 107,897
12 EAST 49TH ST 35TH FLOOR
NEW YORK,NY10017
PENNY NAPOLITANO BOOKKEEPING 70,800
101 GLEN ROCK CIRCLE
HIGHLAND,NY12528
MORABITO & CO CPAS AUDIT & CONSULT 68,550
2 DOVER COURT
ROCHESTER,NY14624
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 PRESERVATION AND EXHIBITION OF THE WETHERSFIELD ESTATE, CARRIAGE HOUSE, HOUSE MUSEUM, ART AND FORMAL GARDENS OF WETHERSFIELD. 1,752,542
2 GRANT TO WETHERSFIELD INSTITUTE FOR CATHOLIC THOUGHT, INC. WHOSE MISSION IS TO PROMOTE A CLEAR UNDERSTANDING OF CATHOLIC TEACHING AND PRACTICE, AND TO EXPLORE THE CULTURAL AND INTELLECTUAL DIMENSIONS OF THE CATHOLIC FAITH. 100,000
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
29,065,495
b
Average of monthly cash balances.......................
1b
2,437,933
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
31,503,428
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
31,503,428
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
472,551
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
31,030,877
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,551,544
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
 
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
 
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
 
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
 
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
 
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
 
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
1,852,542
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
15,432
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
1,867,974
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  
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
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$ 1,867,974
a Applied to 2022, but not more than line 2a  
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.....  
e Remaining amount distributed out of corpus 1,867,974
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 1,867,974
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 .......... 		 
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 ...... 		 
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....  
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
778,276 741,398 626,426 533,154 2,679,254
b 85% (0.85) of line 2a ......... 661,535 630,188 532,462 453,181 2,277,366
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		1,867,974 2,123,833 1,435,776 1,378,142 6,805,725
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 .... 		1,867,974 2,123,833 1,435,776 1,378,142 6,805,725
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ...... 41,997,505 38,483,054 44,341,605 39,233,140 164,055,304
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		 8,719,048 8,799,184 8,926,034 8,981,669 35,425,935
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		1,034,363 1,012,923 1,069,822 879,846 3,996,954
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

WETHERSFIELD INSTITUTE FOR CATHOLIC
THOUGHT INC
5680 N SUNNY POINT RD
GLENDALE,WI532094439 		NONE 501(C)(3) CHARITABLE PURPOSES 100,000
Total .................................right arrow 3a 100,000
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
aPROGRAM INCOME         36,233
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 191,367  
4 Dividends and interest from securities ....     14 427,836  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 104,778  
6 Net rental income or (loss) from personal property          
7 Other investment income .....     15 12,100  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 187,757  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aNET PE RELP INCOME 		    14 5,962  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   929,800 36,233
13Total. Add line 12, columns (b), (d), and (e)..................
13
966,033
(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.)
1A AGRICULTURAL INCOME IS GENERATED IS CONNECTION WITH THE CONSERVATION OF THE FOUNDATION WHICH CONSTITUTES PART OF THE FOUNDATION'S MISSION. PROGRAMS, SEASON PASSES, ADMISSION FEES, TRAIL USE AND HORSE DRAWN CARRIAGE DRIVES ARE IN THE FURTHERANCE OF THE CONSERVATION, ARTISTIC AND RELIGIOUS PURPOSES OF THE FOUNDATION. ADDITIONALLY, MISCELLANEOUS INCOME AND SALES OF BOOKS, TAPES AND POST CARD INCOME WERE GENERATED IN CONNECTION WITH THE CONSERVATION AND EXHIBITION OF THE ESTATE, MUSEUMS AND FORMAL GARDENS.
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
WETHERSFIELD FOUNDATION INC
 
Employer identification number

13-6113816
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
WETHERSFIELD FOUNDATION INC
  		Employer identification number
13-6113816
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
HATHAWAY FAMILY FOUNDATION
889 TOWER HILL ROAD
 
MILLBROOK, NY12545

$ 26,600


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
7
KELLY A MORGAN CHARITABLE FUND
341 TRIPP ROAD
 
MILLERTON, NY12546

$ 17,320


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
13
MARION WILLEM DE VOGEL FOUNDATION
115 CHARLIE HILL ROAD
 
MILLERTON, NY12546

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
19
CHRISTOPHER CLAIRE MANN
25 E END AVE
 
NEW YORK, NY10028

$ 22,472


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
25
JOHN KAREN KLOPP
15 E 91ST ST
 
NEW YORK, NY10128

$ 12,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
31
ADAM MEGHAN KLOPP
145 E 74TH ST
 
NEW YORK, NY10021

$ 8,843


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
WETHERSFIELD FOUNDATION INC
  		Employer identification number
13-6113816
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
2
JOHNSON - STILLMAN FAMILY FOUNDATIO
165 TOWNSHIP LINE RD
 
JENKINTOWN, PA19046

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
8
BARBARA TOBER
620 PARK AVENUE
 
NEW YORK, NY10065

$ 38,227


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
14
JACQUELINE MONTFORT
44 ELM STREET
 
FISHKILL, NY12524

$ 7,180


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
20
TIMOTHY ELIZABETH MAYHEW
4 POONA LANE
 
MILLBROOK, NY12545

$ 21,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
26
KATHLEEN V AUGUSTINE CHARITABLE FUN
PO BOX 763
 
PINE PLAINS, NY12567

$ 11,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
32
RAGNAR LAUREEN KNUTSEN
7 VALLEY RD
 
LOCUST VALLEY, NY11560

$ 8,250


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
WETHERSFIELD FOUNDATION INC
  		Employer identification number
13-6113816
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
3
CLARISSA FRANCIS FOUNDATION
241 E WASHINGTON STREET
 
BROWNSVILLE, TX78520

$ 10,500


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
9
OAKLEIGH JACQUELINE THORNE
81 SMITHFIELD ROAD
 
AMENIA, NY12501

$ 33,360


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
15
ROBERT MODEL CHARITABLE FOUNDATON
667 MADISON AVE 5TH FLOOR
 
NEW YORK, NY10065

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
21
STEPHEN DEANNA MULLIGAN
22 SMITHFIELD RD
 
AMENIA, NY12501

$ 18,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
27
AMERICAN ENDOWMENT FOUNDATION
5700 DARROW RD
 
HUDSON, OH44236

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
33
JUNE WU MD
111W 67TH ST
 
NEW YORK, NY10023

$ 8,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
WETHERSFIELD FOUNDATION INC
  		Employer identification number
13-6113816
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
4
BUDNIK FAMILY FOUNDATION
12401 COIT ROAD
 
BRATENAHL, OH44108

$ 31,358


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
10
RUSSELL JUDY CARSON
930 5TH AVENUE
 
NEW YORK, NY10021

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
16
THE ROBERT K JOHNSON FOUNDATION
100 NORTH MAIN STREET
 
WINSTONSALEM, NC27101

$ 250,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
22
CHRIS SPITZMILLER ANTHONY BELLOMO
248 W 35TH STREET
 
NEW YORK, NY10001

$ 16,380


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
28
ERIC W ROBERTS FUND
88 WETHERSFIELD WAY
 
AMENIA, NY12501

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
34
KRAUS FAMILY FOUNDATION
720 PARK AVE
 
NEW YORK, NY10021

$ 6,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
WETHERSFIELD FOUNDATION INC
  		Employer identification number
13-6113816
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
5
ANNA CAROLINA AND SOO KIM FOUNDATIO
29 BOCKEE LANE
 
AMENIA, NY12501

$ 15,029


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
11
BESSEMER TRUST
1271 AVENUE OF THE AMERICAS
 
NEW YORK, NY10020

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
17
HUGO CASSIRER SARAH BUTTRICK
110 RIVERSIDE DRIVE
 
NEW YORK, NY10024

$ 23,296


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
23
THE CHILDREN'S TRUST
610 FIFTH AVE
 
NEW YORK, NY10020

$ 15,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
29
RONALD L LINCLAU
620 PARK AVE
 
NEW YORK, NY10065

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
35
GUY CAROLINE MERISON
285 SILVERNAILS RD
 
PINE PLAINS, NY12567

$ 5,235


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
WETHERSFIELD FOUNDATION INC
  		Employer identification number
13-6113816
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
6
JOHN ELIZABETH BUDNIK FUND
12401 COIT ROAD
 
BRATENAHL, OH44108

$ 25,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
12
MONTFORT BROS
 
44 ELM STREET
 
FISHKILL, NY12524

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
18
CANDACE PLATT
55 E 72ND ST
 
NEW YORK, NY10021

$ 23,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
24
MICHAEL KALLIOPE RENA
461 BANGALL-AMENIA RD
 
STANFORDVILLE, NY12581

$ 13,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
30
POSTAGE STAMP FARM FOUNDATION
5051 138TH TRL S
 
WELLINGTON, FL33449

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
36
PM FOUNDATION
4800NE 23 AVE
 
FORT LAUDERDALE, FL33308

$ 5,000


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

13-6113816
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
WETHERSFIELD FOUNDATION INC
  		Employer identification number

13-6113816
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:
WETHERSFIELD FOUNDATION INC
EIN:
13-6113816
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PORTFOLIO ACCOUNTING FEES 19,800 19,800    
AUDIT FEES 48,750 12,188   36,562
CONTRACT BOOKKEEPER 48,105     48,105

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

TY 2023 DepreciationSchedule
Name:
WETHERSFIELD FOUNDATION INC
EIN:
13-6113816
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
TREES FOR ALLEE REPLACEMENT 2016-05-31 14,820 3,903 S/L 25.0000 592      
TREE REPLENISHMENT 2018-11-19 10,130 1,688 S/L 25.0000 406      
MAIN HOUSE 1989-06-30 1,697,000 1,433,774 S/L 40.0000 42,425      
MAIN HOUSE RESTORATION 1989-11-30 27,467 23,150 S/L 40.0000 687      
PORCH RESTORATION 1990-03-31 5,978 5,978 S/L 25.0000        
CONDUIT FOR WIRING 1990-03-31 10,060 10,060 S/L 25.0000        
PLUMBING 1990-04-30 2,726 2,726 S/L 25.0000        
FUEL TANK 1990-11-15 2,138 2,138 S/L 25.0000        
FIRE & ALARM SYSTEM 1991-05-15 167,287 167,287 S/L 25.0000        
SEPTIC SYSTEM 1991-03-15 11,007 11,007 S/L 25.0000        
ART STORAGE ROOM CONST 1991-09-30 10,600 8,757 S/L 38.0000 279      
FIRE & ALARM SYSTEM 1991-10-31 341,912 341,912 S/L 25.0000        
REFINISH PARKING LOR 1991-05-31 7,851 7,851 S/L 10.0000        
RESTROOM & PUMP HOUSE 1991-08-31 93,302 93,302 S/L 25.0000        
RESTORATION ON MAIN HOUSE 1992-02-29 162,610 132,593 S/L 38.0000 4,280      
ASBESTOS REMOVAL 1992-02-29 97,129 79,261 S/L 38.0000 2,556      
HOUSE WINDOW BUBBLE 1992-03-31 2,097 2,097 S/L 25.0000        
FIRE & ALARM SYSTEM 1992-07-31 29,312 29,312 S/L 25.0000        
PLUMBING 1992-07-31 3,206 3,206 S/L 25.0000        
HOUSE RESTORATION - MAIN 1992-07-31 3,236 2,595 S/L 38.0000 85      
FENCING 1992-09-01 10,322 10,322 S/L 7.0000        
PLUMBING 1992-10-01 29,675 29,675 S/L 25.0000        
FIRE AND ALARM 1992-10-01 3,143 3,143 S/L 25.0000        
BULLETPROOF GLASS 1992-11-15 15,300 15,300 S/L 25.0000        
HOUSE RESTORATION - MAIN 1992-10-01 104,100 82,789 S/L 38.0000 2,739      
FIRE & ALARM SYSTEM 1993-10-31 54,795 54,795 S/L 25.0000        
RESTORATION - MAIN 1993-10-31 88,158 71,242 S/L 36.0000 2,449      
RESTORATION - MAIN 1995-10-31 12,196 9,455 S/L 35.0000 349      
OIL TANK - BOILER 1996-04-03 3,615 3,615 S/L 1.0000        
RESTORATION - MAIN HOUSE 1996-08-31 11,654 8,773 S/L 35.0000 333      
RESTORATION - MAIN HOUSE 1996-11-21 23,781 17,779 S/L 35.0000 679      
FIRE & ALARM 1997-04-15 15,018 15,018 S/L 25.0000        
RESTORATION MAIN 1997-06-27 17,802 13,013 S/L 35.0000 508      
FURNACE - MAIN 1997-12-31 5,639 5,639 S/L 25.0000        
ELECTRICAL WORK 1998-03-11 37,466 37,216 S/L 25.0000 250      
UPGRADE PLUMBING 1998-04-02 11,439 11,324 S/L 25.0000 115      
FARM - HOUSE SIDING 1998-07-31 6,125 6,003 S/L 25.0000 122      
HOUSE SIDING 1998-08-31 2,250 2,198 S/L 25.0000 52      
DUFFY CONTRACTING 1998-12-21 15,000 14,450 S/L 25.0000 550      
GUTTERS - MAIN HOUSE 1998-12-31 4,393 4,231 S/L 25.0000 162      
DUFFY LAYTON - CONSTRUCTION 1999-04-14 10,500 9,975 S/L 25.0000 420      
UPGRADE TO SEC & ALARM 1999-10-06 78,310 72,828 S/L 25.0000 3,133      
INSTALL FIBER OPTIC 2001-10-23 6,466 5,496 S/L 25.0000 259      
FIRE SUPPRESSION SYSTEM 2002-11-02 2,600 2,097 S/L 25.0000 104      
COPPER GUTTERS 2003-07-29 29,970 23,377 S/L 25.0000 1,198      
WELL PUMP 2005-11-28 7,387 5,072 S/L 25.0000 296      
ROOF AND HOUSE REPAIRS 2006-10-20 25,500 16,575 S/L 25.0000 1,020      
FURNACE AND WATER TREATMENT 2007-12-31 7,650 4,590 S/L 25.0000 306      
CIA SECURITY SYSTEM 2007-10-09 75,705 45,928 S/L 25.0000 3,028      
INSTALL OF SEC SYSTEM 2008-03-14 44,588 44,588 S/L 10.0000        
INSTALL MAIN HOUSE SEC SYS 2008-04-04 52,529 52,529 S/L 10.0000        
TANK REMOVAL 2008-04-16 22,882 13,424 S/L 25.0000 915      
INSTAL TANK 2008-04-16 5,946 3,488 S/L 25.0000 238      
5 TON AC SYSTEM 2008-06-24 10,819 7,844 S/L 20.0000 541      
INSTALL TANNK - KILLOUSH 2010-04-16 4,590 3,876 S/L 15.0000 306      
CAST IRON BOILERS 2010-03-31 38,750 17,567 S/L 25.0000 1,550      
REPLACE GUEST HOUSE ROOF 2012-07-12 13,500 7,088 S/L 20.0000 675      
REPLACE CLAY ROOF TILES 2012-10-02 9,300 4,766 S/L 20.0000 465      
PLUMBING WINDOWS 2015-04-30 53,495 21,056 S/L 20.0000 2,675      
GLORIATTE ROOM RENOVATIONS 2015-05-12 11,948 4,580 S/L 20.0000 597      
MAIN HOUSE BATHROOM RENOVATION 2016-04-19 10,208 3,828 S/L 20.0000 511      
MAIN HOUSE BATH TILING 2016-05-31 5,134 1,711 S/L 20.0000 257      
ROOF REPAIRS & PAINTING 2016-06-07 20,000 6,667 S/L 20.0000 1,000      
FIRE ALARM CONVERSION 2017-10-01 25,900 7,338 S/L 20.0000 1,295      
REPAIR MAIN DRAIN 2018-01-03 17,500 4,375 S/L 20.0000 875      
SECURITY SYSTEM 2018-01-03 7,553 1,888 S/L 20.0000 378      
REPAIR MAIN DRAIN 2018-02-13 17,500 4,302 S/L 20.0000 875      
CAMERA SYSTEM 2018-03-20 4,190 1,013 S/L 20.0000 209      
INTRUSION SYSTEM 2018-03-20 18,662 4,510 S/L 20.0000 933      
REPAIR MAIN DRAIN - EXCAVATION 2018-04-06 7,150 1,698 S/L 20.0000 358      
REPAIR MAIN DRAIN 2018-04-06 15,250 3,622 S/L 20.0000 762      
GUTTERS - PARTIAL REPLACEMENT FROM STORM DAMA 2018-05-17 18,050 3,369 S/L 25.0000 722      
COBBLESTONES CIRCLE DRIVE 2018-06-08 39,615 9,244 S/L 20.0000 1,980      
REPAIR MAIN DRAIN - COMPLETION 2018-06-15 2,250 525 S/L 20.0000 113      
GRAPE ARBOR RESTORATION 2018-06-20 7,080 3,304 S/L 10.0000 708      
GREENHOUSE, POOL, LANDSCAPING 1989-06-30 100,000 100,000 S/L 25.0000        
GARDEN LIGHTING 1989-07-31 4,532 4,532 S/L 25.0000        
FILLIN POOL 1990-11-15 24,652 24,652 S/L 25.0000        
RESTROOMS 1991-07-31 16,889 16,889 S/L 25.0000        
FENCING 1994-12-31 4,829 4,829 S/L 7.0000        
GREENHOUSE WINDOW GLAZING 2001-02-15 41,320 36,224 S/L 25.0000 1,653      
SIDING FOR GREENHOUSE 2001-07-31 11,200 9,632 S/L 25.0000 448      
BOILER 2002-11-25 5,705 4,602 S/L 25.0000 228      
GARDENER KITCHEN 2008-01-11 12,792 7,675 S/L 25.0000 512      
GARDENERS KITCHEN 2008-01-23 4,394 2,622 S/L 25.0000 175      
330 GAL TANK 2008-04-16 3,276 1,922 S/L 25.0000 131      
KARLS KITCHEN 2008-04-28 3,408 1,999 S/L 25.0000 137      
ELECTRIC - KARLS KITCHEN 2008-03-27 1,722 1,016 S/L 25.0000 69      
KITCHEN CABINETS 2008-01-28 560 334 S/L 25.0000 23      
ROTH OIL TANK 2015-07-01 3,997 1,089 S/L 25.0000 160      
TREE REPLENISHMENT 2018-04-03 12,538 2,382 S/L 25.0000 502      
ASST GARDEN MGRS HOUSE-REPAIRS 2018-04-20 11,050 2,100 S/L 25.0000 442      
GARDEN MGR HOUSE - REPAIRS 2018-04-20 12,950 2,461 S/L 25.0000 518      
NAIAD & REFLECTING POOL CONCRETE WORK 2018-05-17 5,433 1,268 S/L 20.0000 271      
TREE REPLENISHMENT BALANCE 2018-05-21 12,538 2,340 S/L 25.0000 502      
PEACOCK WALK STONE RESTORATION 2020-01-15 37,737 5,661 S/L 20.0000 1,886      
GARDEN GATE REPLACEMENT 2020-04-21 5,736 612 S/L 25.0000 229      
STONE STABLE BUILDING 1989-06-30 400,000 338,080 S/L 40.0000 10,000      
BUILDING RESTORATION 1989-11-30 17,235 14,349 S/L 40.0000 430      
WELL 1991-01-15 3,913 3,913 S/L 25.0000        
NEW WINDOWS 1991-03-15 7,749 7,749 S/L 25.0000        
CARRIAGE HOUSE RENOVATION 1994-05-17 7,500 7,500 S/L 25.0000        
STABLE RENOVATION 1994-12-31 104,120 104,120 S/L 25.0000        
STABLE RENOVATION 1995-04-30 31,068 31,068 S/L 25.0000        
STABLE RENOVATION 1995-05-01 20,555 20,555 S/L 25.0000        
STABLE RENOVATION 1995-10-31 636,212 636,212 S/L 25.0000        
CARRIAGE HOUSE RESTORATION 1996-04-15 78,859 78,859 S/L 25.0000        
STABLE RENOVATION 1996-05-01 56,283 56,283 S/L 25.0000        
STABLE RESTORATION 1996-08-31 112,748 112,748 S/L 25.0000        
CARRIAGE HOUSE RESTORATION 1997-02-24 8,437 8,437 S/L 25.0000        
STABLE RENOVATION 1997-09-23 3,315 3,315 S/L 25.0000        
STABLE RENOVATION 1998-01-20 44,826 44,826 S/L 25.0000        
STABLE RENOVATION 1998-03-11 1,398 1,389 S/L 25.0000 9      
WARMUP RING 2001-06-26 14,600 14,600 S/L 7.0000        
INSTALL FIBER 2001-10-23 1,293 1,099 S/L 25.0000 52      
ROOF - CARRIAGE HOUSE 2001-10-16 20,966 17,821 S/L 25.0000 839      
STABLE APARTMENT 2004-04-15 49,820 37,365 S/L 25.0000 1,993      
FENCING 2003-10-03 7,920 7,920 S/L 7.0000        
UPGRADE TO STABLE APT 2004-12-07 14,666 10,608 S/L 25.0000 587      
UPGRADE STABLE APT 2005-04-03 18,427 13,083 S/L 25.0000 737      
COPPER STABLE ROOF 2005-05-01 48,574 34,325 S/L 25.0000 1,943      
OIL TANK INSTALL 2010-04-16 6,632 5,600 S/L 15.0000 442      
STABLE FURNACE 2012-11-11 35,650 8,987 S/L 40.0000 891      
NEW FIRE SECURITY SYSTEM 2017-11-01 19,200 4,960 S/L 20.0000 960      
2 AC CONDENSERS 2018-09-04 9,350 2,909 S/L 15.0000 623      
FARM MANAGERS HOUSE 1989-06-30 402,500 402,500 S/L 25.0000        
SUPERVISIORS HOUSE 1989-06-30 272,000 272,000 S/L 25.0000        
ERICKSON HOUSE 1989-06-30 280,500 280,500 S/L 25.0000        
COTTAGE 1 1989-06-30 254,000 254,000 S/L 25.0000        
FENCING 1989-06-30 4,200 4,200 S/L 7.0000        
RESTORATION FARM BLDG 1989-11-30 37,916 37,916 S/L 25.0000        
WELL 1990-12-15 10,564 10,564 S/L 25.0000        
SCALE 1993-03-31 2,900 2,900 S/L 7.0000        
PIPE 1994-12-31 6,109 6,109 S/L 25.0000        
MALLOY HOUSE 1996-04-30 6,250 6,250 S/L 25.0000        
TOOL SHED 1997-12-17 89,806 89,806 S/L 25.0000        
SIDING - TENNANT HOUSE 2000-04-01 10,950 9,965 S/L 25.0000 438      
BARN ROOF 2001-11-09 28,765 24,354 S/L 25.0000 1,151      
FIBER CABLING 2001-10-02 5,173 4,397 S/L 25.0000 207      
WATER HYDRANT 2002-09-05 3,788 3,081 S/L 25.0000 151      
ROOF REPAIRS 2002-09-05 10,555 8,585 S/L 25.0000 422      
BOILER - MANAGER 2002-11-25 5,705 4,602 S/L 25.0000 228      
ROOFING - ST GEORGE 2002-12-19 6,725 5,402 S/L 25.0000 269      
HAY BARN 2003-12-18 90,950 69,425 S/L 25.0000 3,638      
REFURN TANK 2004-11-09 74,810 54,362 S/L 25.0000 2,992      
BARN ROOF 2004-08-16 14,900 10,976 S/L 25.0000 596      
REBUILD MANAGER HOUSE ROOF 2004-11-09 12,145 8,825 S/L 25.0000 486      
SIDING - WHITEHEAD 2004-09-29 6,520 4,781 S/L 25.0000 261      
BATHROOM WHITEHEAD 2008-01-07 4,725 2,835 S/L 25.0000 189      
BATHROOM WHITEHEAD 2008-02-28 4,558 2,720 S/L 25.0000 182      
FARM HOUSE - FLOORS 2008-03-10 2,250 1,335 S/L 25.0000 90      
TANK 2009-06-05 5,846 5,262 S/L 15.0000 390      
REMOVAL OF OIL TANK 2010-12-14 4,199 2,016 S/L 25.0000 168      
BATHROOM - MANAGER HOUSE 2011-03-10 7,225 3,420 S/L 25.0000 289      
BATHROOM - SHELDON 2012-02-21 8,750 3,792 S/L 25.0000 350      
ROOF - SHELDON 2012-04-02 14,700 6,321 S/L 25.0000 588      
REFRIGERATOR 2013-07-26 1,008 949 S/L 10.0000 59      
SCHOOL HOUSE RENOVATIONS 2016-04-14 18,350 6,193 S/L 20.0000 918      
VINYL REPLACEMENTS 2015-12-08 5,750 1,018 S/L 40.0000 144      
WATER TANK (REFURBISH) 2016-05-31 69,271 23,090 S/L 20.0000 3,464      
ELECTRICAL POLES (8) REPLACE 2016-07-12 20,450 6,817 S/L 20.0000 1,022      
186 PUGSLEY REPAIRS & PAINTING 2017-11-01 48,969 12,650 S/L 20.0000 2,449      
ADDITIONAL REPAIRS 186 PH 2017-11-21 2,585 668 S/L 20.0000 129      
MULTIPLE PUMP REPAIRS 2017-12-05 5,143 1,307 S/L 20.0000 257      
GUTTERS AND DOWNSPOUT REPAIRS 186 PH 2018-01-03 1,684 421 S/L 20.0000 84      
TREE REPLENISHMENT 2018-04-03 47,938 11,385 S/L 20.0000 2,397      
CHIMNEY REPAIRS 243 PH 2018-04-20 10,220 2,427 S/L 20.0000 511      
CHIMNEY REPAIRS 186 PH 2018-04-20 22,300 5,296 S/L 20.0000 1,115      
CHIMNEY REPAIRS 247 PH 2018-04-20 11,485 2,728 S/L 20.0000 574      
TREE REPLENISHMENT BALANCE 2018-05-22 47,938 11,185 S/L 20.0000 2,397      
WATER ACCESS FOR HORSES 2018-09-02 7,354 1,716 S/L 20.0000 368      
PADDOCK FENCING REPAIRS 2019-10-24 5,600 2,533 S/L 7.0000 800      
CHIMNEY REPAIRS 214 PH 2020-08-31 11,646 1,087 S/L 25.0000 466      
SIDING FOR TENNANT HOUSE 2001-11-09 4,600 3,895 S/L 25.0000 184      
FURNANCE 2006-12-20 5,126 3,298 S/L 25.0000 205      
WELL PUMP 2007-09-10 2,178 1,336 S/L 25.0000 87      
SCHOOL HOUSE RENOVATION 2015-06-11 15,759 2,988 S/L 40.0000 394      
CHIMNEY REPAIRS 713 BA 2017-08-09 7,500 1,700 S/L 25.0000 300      
BUILDING REPAIRS 713 BA 2017-10-23 12,962 2,938 S/L 25.0000 519      
BUILDING REPAIRS 713 BA 2017-12-07 25,224 5,129 S/L 25.0000 1,009      
GUTTERS & ADDITIONAL REPAIRS 2018-01-03 6,003 1,200 S/L 25.0000 241      
WINDOW REPLACEMENT 247PH 2020-07-20 6,650 643 S/L 25.0000 266      
MISC EQUIP - STILLMAN ESTATE 1990-06-25 33,900 33,900 S/L 7.0000        
GENERATOR 1991-02-15 13,621 13,621 S/L 10.0000        
TRACTOR 1993-04-15 50,250 50,250 S/L 7.0000        
NEW CARRIAGE HARNESS 2000-08-17 2,983 2,983 S/L 7.0000        
HOUGHTON MODEL 10 CART 2001-03-12 1,000 1,000 S/L 7.0000        
STEEL DUMP BODY 2013-07-01 7,440 7,068 S/L 10.0000 372      
USED HARROW 1990-01-15 650 650 S/L 5.0000        
YORKRAKE 1990-04-15 3,054 3,054 S/L 5.0000        
DIGGER 1990-04-15 711 711 S/L 7.0000        
APPLIANCES - DIRECTOR 1990-02-15 3,711 3,711 S/L 7.0000        
APPLIANCES - DIR HOUSE 1990-05-15 680 680 S/L 7.0000        
1998 DODGE DAKOTA 1990-06-25 7,625 7,625 S/L 5.0000        
HAY ELEVATOR 1991-07-15 550 550 S/L 7.0000        
3 HAY WAGON 1991-07-15 1,800 1,800 S/L 7.0000        
HAYBINE 1990-07-15 10,879 10,879 S/L 7.0000        
SNOWPLOW 1990-12-15 2,008 2,008 S/L 7.0000        
JOHN DEERE BALER 1991-04-26 16,042 16,042 S/L 7.0000        
FARM RADIO 1992-02-29 975 975 S/L 7.0000        
BACK HOE 1993-01-31 5,500 5,500 S/L 7.0000        
JD HAYBINE 1994-03-31 4,000 4,000 S/L 7.0000        
PLOW 1994-12-31 5,000 5,000 S/L 7.0000        
SNOW BLOWER 1996-01-31 3,814 3,814 S/L 7.0000        
LAWN MOWER 1995-08-31 495 495 S/L 7.0000        
TRACTOR 1996-03-31 21,900 21,900 S/L 5.0000        
VAN 1996-08-14 17,707 17,707 S/L 5.0000        
TRACTOR 1997-04-15 9,970 9,970 S/L 5.0000        
JD SKID STEER 1997-06-30 20,985 20,985 S/L 7.0000        
JD LAWN MOWER 1997-06-30 7,685 7,685 S/L 7.0000        
SNOW PLOW 1997-11-30 2,700 2,700 S/L 7.0000        
ROTOTILLER 1998-05-31 799 799 S/L 5.0000        
SPREADER 1998-09-30 2,295 2,295 S/L 5.0000        
HAY RAKE 2000-02-21 15,117 15,117 S/L 5.0000        
CHEVY PICKUP 2000-06-02 17,450 17,450 S/L 5.0000        
WELL PUMP 2000-07-11 4,845 4,845 S/L 7.0000        
YAHMAHA GOLF CART 2001-03-12 1,900 1,900 S/L 7.0000        
GARDEN TRACTOR 2001-11-26 7,399 7,399 S/L 7.0000        
GARDEN TRACTOR 2002-05-31 17,352 17,352 S/L 7.0000        
CHEVY SILVERADO 2003-02-28 36,384 36,384 S/L 5.0000        
CHEVY SILVERADO 350 2003-02-28 41,101 41,101 S/L 7.0000        
SNOWBLOWER 2003-03-13 3,700 3,700 S/L 7.0000        
BATWING 2003-10-09 9,500 9,500 S/L 7.0000        
OIL TANK 2003-08-15 1,785 1,785 S/L 7.0000        
REAR TRACTOR BLADE 2004-03-31 2,675 2,675 S/L 7.0000        
JOHN DEERE TRACTOR 2004-01-31 70,115 70,115 S/L 7.0000        
2005 CHEVY AVALANCHE 2004-10-08 36,389 36,389 S/L 7.0000        
SQUARE BALER 2005-05-23 23,600 23,600 S/L 7.0000        
SNOW PLOW 2006-11-28 4,000 4,000 S/L 5.0000        
HARROW AND SCRAPPER 2007-03-18 8,600 8,600 S/L 5.0000        
GENIE LIFT 2007-08-04 40,746 40,746 S/L 5.0000        
1983 CHEVY TRUCK 2008-04-30 2,500 2,500 S/L 5.0000        
FORD TRACTOR 2008-04-30 4,972 4,972 S/L 5.0000        
1998 TOYOTA 2008-04-30 1,000 1,000 S/L 5.0000        
USED TRUCK 2009-09-30 1,500 1,500 S/L 5.0000        
POLY SANDER 2013-10-25 4,395 4,029 S/L 10.0000 366      
2011 TOYOTA TACOMA 2014-01-31 18,777 18,777 S/L 5.0000        
TRACTOR 2014-05-12 5,115 4,433 S/L 10.0000 512      
2014 CHEVY SILVERADO 2014-05-29 37,277 31,996 S/L 10.0000 3,728      
YAMAHA EFI GREEN GOLF CART 2017-05-22 6,150 4,979 S/L 7.0000 878      
TRANSMISSION FOR JOHN DEERE TRACTOR 6420 2020-06-16 13,970 7,218 S/L 5.0000 2,794      
POOL COVERS 1989-10-30 3,358 3,358 S/L 7.0000        
STATUE COVERS 1989-10-31 2,663 2,663 S/L 7.0000        
FURNACE 1990-11-15 8,731 8,731 S/L 25.0000        
WOOD CHIPPER 1991-04-15 6,000 6,000 S/L 7.0000        
TENT FOR GARDENS 1991-05-31 790 790 S/L 7.0000        
TORO WEED EATER 1992-04-30 390 390 S/L 7.0000        
GAS PUMP 1992-04-30 700 700 S/L 7.0000        
FLAIL MOWER 1992-07-31 2,475 2,475 S/L 7.0000        
CIRCULAR PUMP 1994-07-31 2,239 2,239 S/L 7.0000        
LAWN MOWER 1996-05-31 1,678 1,678 S/L 7.0000        
LAWN MOWER 1996-09-30 1,500 1,500 S/L 7.0000        
JD 425 LAWN MOWER 1998-06-30 7,695 7,695 S/L 5.0000        
WEED WACKER 1998-06-30 674 674 S/L 7.0000        
BURNER 1998-09-30 1,364 1,364 S/L 7.0000        
REFRIGERATOR 1998-09-30 806 806 S/L 7.0000        
AIREATOR 2002-04-22 1,970 1,970 S/L 7.0000        
OUTDOOR WOOD BOLIER 2007-10-15 17,761 17,761 S/L 15.0000        
LAWN MOWER 2010-07-12 9,947 9,947 S/L 5.0000        
COMPRESSOR 2012-11-21 500 500 S/L 10.0000        
GARDEN TRACTOR 2013-11-01 9,257 8,485 S/L 10.0000 772      
MID MOWER 2013-11-01 1,432 1,313 S/L 10.0000 119      
FORD F250 2014-01-31 30,854 30,854 S/L 5.0000        
2019 FORD F350 VIN 24894 2019-10-18 51,334 33,367 S/L 5.0000 10,267      
2018 POLARIS RANGER 900XP 2020-01-30 9,895 5,772 S/L 5.0000 1,979      
RUGS 1989-06-30 21,687 21,687 S/L 10.0000        
GAS RANGE 1989-10-31 575 575 S/L 10.0000        
WATER HEATER 1989-11-30 539 539 S/L 10.0000        
AIR CONDITIONER 1989-07-31 7,231 7,231 S/L 10.0000        
FLOOR POLISHER 1990-04-15 839 839 S/L 7.0000        
HYGROTHEMOGRAPH 1990-05-15 623 623 S/L 7.0000        
FURNITURE FROM STILLMAN 1990-06-25 17,685 17,685 S/L 10.0000        
RUGS 1990-07-15 5,730 5,730 S/L 10.0000        
GENERATOR 1990-09-15 34,034 34,034 S/L 10.0000        
TELEPHONE SYSTEM 1990-10-15 27,647 27,647 S/L 10.0000        
MOTOROLA INTERCOM 1990-10-15 10,282 10,282 S/L 7.0000        
MOTOROLA INTERCOM 1991-06-30 3,115 3,115 S/L 7.0000        
TELEPHONE SYSTEM UPGRADE 1993-02-28 10,363 10,363 S/L 7.0000        
TELEPHONE SYSTEM UPGRD 1995-02-23 5,618 5,618 S/L 7.0000        
DESK, TABLES, CHAIRS 2001-06-22 6,500 6,500 S/L 10.0000        
HUMIDIFIER 2002-05-31 17,879 17,879 S/L 10.0000        
FIRE DETECTION SYSTEM 2002-10-17 1,620 1,620 S/L 10.0000        
NEW FIRE SYSTEM 2002-10-28 23,485 23,485 S/L 10.0000        
DELL COMPUTER 2012-07-03 1,023 1,023 S/L 5.0000        
TABLE 2013-10-04 500 463 S/L 10.0000 37      
OUTDOOR FURNITURE 2017-05-22 8,540 4,839 S/L 10.0000 854      
MAHOGANY DINING ROOM FURNITURE RESTORATION 2019-04-30 29,360 11,744 S/L 10.0000 2,936      
DELL COMPUTER 2001-04-03 1,687 1,687 S/L 5.0000        
CARPET OLD LYME OFFICE 2001-07-30 3,635 3,635 S/L 10.0000        
COMPUTER - CT OFFICE 2001-12-08 3,450 3,450 S/L 10.0000        
DELL COMPUTER 2001-11-26 2,032 2,032 S/L 5.0000        
20" TV SET 2002-06-14 1,961 1,961 S/L 5.0000        
TELEPHONE SYSTEM 2002-12-06 7,066 7,066 S/L 5.0000        
DELL COMPUTER 2003-02-03 1,246 1,246 S/L 5.0000        
OFFICE FURNITURE 2003-02-13 3,948 3,948 S/L 10.0000        
OFFICE FURNITURE 2003-03-10 5,254 5,254 S/L 10.0000        
TABLES CHAIRS BOOKCASE 1990-09-15 4,118 4,118 S/L 10.0000        
FAX MACHINE 1991-01-15 650 650 S/L 5.0000        
PRINTER 1992-05-31 2,400 2,400 S/L 5.0000        
MINOLTA COPIER 1995-04-06 4,006 4,006 S/L 5.0000        
2 COLOR LITHOGRAPHS 1990-06-25 300 300 S/L 5.0000        
COLOR LITHO SCHOONER 1990-06-25 350 350 S/L 10.0000        
DICTATING EQUIPMENT 1991-03-15 607 607 S/L 10.0000        
FAX MACHINE 1991-04-15 1,000 1,000 S/L 5.0000        
DELL COMPUTER 1997-05-15 8,444 8,444 S/L 5.0000        
COMPUTER 1999-05-04 2,059 2,059 S/L 10.0000        
COMPUTER - MAIN HOUSE 2002-10-28 2,927 2,927 S/L 10.0000        
SONY COMPUTER 2008-04-24 2,100 2,100 S/L 5.0000        
SONY COMPUTER 2009-05-07 3,130 3,130 S/L 5.0000        
HP LASER JET 2013-07-01 1,460 1,387 S/L 10.0000 73      
OPTIPLEX 9020 2014-06-23 2,618 2,225 S/L 10.0000 262      
LAND 1938-06-23 3,523,858              
LAND - RENTAL PROPERTY 1938-06-23 219,500              
MAIN HOUSE ROOF REPAIR 2021-04-19 17,640 1,323 S/L 20.0000 882      
PINE TERRACE BLUE STONE (BOSCARDIN) 2021-05-25 19,774 1,483 S/L 20.0000 989      
ROOF - SCHOOLHOUSE 270PH 2021-12-21 7,048 529 S/L 20.0000 352      
WATER PUMP - FARM WELL 2021-05-10 3,489 748 S/L 7.0000 498      
DAB BOOSTER PUMP - FARM 2021-06-30 6,498 1,392 S/L 7.0000 929      
GREENHOUSE ROOF IMPROVEMENTS 2021-04-19 3,500 263 S/L 20.0000 175      
BEECH TUNNEL IMPROVEMENT 2021-05-17 6,280 628 S/L 15.0000 419      
ENTRY DOOR SLAB - 246 PH 2021-07-12 2,545 139 S/L 27.5000 92      
CONCRETE SLAB 2021-10-05 1,900 190 S/L 15.0000 127      
GREENHOUSE DOOR & FRAME 2021-10-20 2,710 203 S/L 20.0000 136      
TEKMAR 274 BOILER 2022-04-06 5,334 178 S/L 15.0000 355      
GARDEN TUNNEL PROJECT (INFINITY) 2022-10-16 84,200 1,684 S/L 25.0000 3,368      
WOOD SHED (CFCM) 2022-08-09 14,264 285 S/L 25.0000 571      
WINDOW REPLACEMENTS 2022-05-10 6,112 122 S/L 25.0000 245      
OVERHEAD DOORS 2022-08-19 3,908 78 S/L 25.0000 156      
EQUIPMENT 2022-07-05 15,299 1,093 S/L 7.0000 2,185      
COMPUTER SERVER/SETUP 2022-08-01 18,479 1,320 S/L 7.0000 2,640      
CARRIAGE HOUSE - ROOF 2023-07-14 25,780   S/L 39.0000 303      
214 PUGSLY HOUSE - GUTTERS 2023-12-05 9,434   S/L 39.0000 10      
257 PUGSLY HOUSE - FLU RESTORATION 2023-08-14 5,489   S/L 39.0000 53      
246 PUGSLEY HOUSE - BOILER 2023-02-07 8,742   S/L 39.0000 196      
UTV - WORKMAN GTX 2023-05-22 15,432   S/L 12.0000 643      

TY 2023 InvestmentsCorpBondsSchedule
Name:
WETHERSFIELD FOUNDATION INC
EIN:
13-6113816
Name of Bond End of Year Book Value End of Year Fair Market Value
CORP BONDS AND BOND FUNDS 902,298 902,298

TY 2023 InvestmentsCorpStockSchedule
Name:
WETHERSFIELD FOUNDATION INC
EIN:
13-6113816
Name of Stock End of Year Book Value End of Year Fair Market Value
U.S. EQUITIES AND EQUITY FUNDS 22,052,291 22,052,291
NON U.S. EQUITIES AND EQUITY FUNDS 2,032,198 2,032,198

TY 2023 InvestmentsGovtObligationsSch
Name:
WETHERSFIELD FOUNDATION INC
EIN:
13-6113816
US Government Securities - End of Year Book Value:

2,406,926
US Government Securities - End of Year Fair Market Value:

2,406,926
State & Local Government Securities - End of Year Book Value:


113,591
State & Local Government Securities - End of Year Fair Market Value:


113,591


TY 2023 InvestmentsOtherSchedule2
Name:
WETHERSFIELD FOUNDATION INC
EIN:
13-6113816
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
GAS AND OIL LEASES FMV 23,891 23,891
ASSET & MORTGAGE BACKED BONDS FMV 112,696 112,696
BA MORTGAGE SECURITIES FUND FMV 1,565,121 1,565,121
BA REAL ESTATE FUNDS FMV 1,235,359 1,235,359
REAL ESTATE ETF FMV 447,102 447,102

TY 2023 LandEtcSchedule2
Name:
WETHERSFIELD FOUNDATION INC
EIN:
13-6113816
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
BUILDINGS AND IMPROVEMENTS 8,357,120 6,948,718 1,408,402 11,227,100
EQUIPMENT AND VEHICLES 913,772 864,723 49,049 49,048
FURNITURE AND FIXTURES 319,801 287,624 32,177 32,177
LAND 3,743,358   3,743,358 6,995,500


TY 2023 LegalFeesSchedule
Name:
WETHERSFIELD FOUNDATION INC
EIN:
13-6113816
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INDIRECT LEGAL FEES 2,233     2,233


TY 2023 OtherAssetsSchedule
Name:
WETHERSFIELD FOUNDATION INC
EIN:
13-6113816
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PAINTINGS AND SCULPTURES 1,508,350 1,508,350 1,508,350
ANTIQUE FURNITURE 1,527,075 1,527,075 1,527,075
CARRIAGE COLLECTION 345,900 345,900 345,900


TY 2023 OtherExpensesSchedule
Name:
WETHERSFIELD FOUNDATION INC
EIN:
13-6113816
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LAND AND COTTAGES        
INSURANCE 4,271 4,271 4,271  
REPAIRS AND MAINTENANCE 13,277 13,277 13,277  
ALLOCABLE WAGES & BENEFITS 23,035 23,035 23,035  
UTILITIES 7,283 7,283 7,283  
ALLOCABLE DEPRECIATION 4,611 4,611 4,611  
EXPENSES        
EVENT EXPENSES 132,760     132,760
INSURANCE 98,538     98,538
MAINTENANCE SUPPLIES 55,480     55,480
SOCIAL/PRINT MEDIA & WEBSITE 61,574     61,574
OFFICE EXPENSE 48,529     48,529
PENSION FEES 16,748     16,748
REPAIRS AND MAINTENANCE 156,387     156,387
UTILITIES 107,184     107,184
VEHICLE EXPENSES 16,479     16,479
DEPRECIATION ALLOCATED TO REN -4,611     -4,611
DEPRECIATION ROUNDING -4     -4


TY 2023 OtherIncomeSchedule2
Name:
WETHERSFIELD FOUNDATION INC
EIN:
13-6113816
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PROGRAM INCOME 36,233   36,233
CLASS ACTION SETTLEMENTS 1,251 1,251 1,251
OIL AND GAS 10,849 10,849 10,849
NET PE RELP INCOME 5,962 5,962 5,962


TY 2023 OtherIncreasesSchedule
Name:
WETHERSFIELD FOUNDATION INC
EIN:
13-6113816
Description Amount
UNREALIZED GAIN/(LOSS) ON INVESTMENTS 3,929,321


TY 2023 OtherLiabilitiesSchedule
Name:
WETHERSFIELD FOUNDATION INC
EIN:
13-6113816
Description Beginning of Year - Book Value End of Year - Book Value
SECURITY DEPOSITS PAYABLE 16,700 16,700
PENSION BENEFIT OBLIGATION 313,952 155,257
TRUCK LOAN PAYABLE - BANK 7,976  
DEFERRED EXCISE TAX LIABILITY 46,453 101,071


TY 2023 OtherProfessionalFeesSchedule
Name:
WETHERSFIELD FOUNDATION INC
EIN:
13-6113816
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 109,522 109,522    


TY 2023 TaxesSchedule
Name:
WETHERSFIELD FOUNDATION INC
EIN:
13-6113816
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
REAL ESTATE TAXES 8,343     8,343
FOREIGN TAXES WITHHELD ON DIVIDE 1,571 1,571    
FILING FEES 1,575     1,575
FEDERAL EXCISE TAXES-CURRENT 15,930     15,930
DERERRED FED EXCISE TAX 54,618     54,618