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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE WELLER FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 4512
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DANBURY, CT06813
A Employer identification number

06-6068987
B Telephone number (see instructions)

(475) 395-6397
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$4,022,789J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 39 39  
4 Dividends and interest from securities... 112,383 112,383  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 148,006
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 148,006
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).......      
12 Total. Add lines 1 through 11........ 260,428 260,428  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 64,476 750   63,726
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
14,415 0   14,415
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 1,995 0   1,995
21 Travel, conferences, and meetings....... 2,217 0   2,217
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
11,370 0   11,370
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 94,473 750   93,723
25 Contributions, gifts, grants paid....... 77,125 77,125
26 Total expenses and disbursements. Add lines 24 and 25 171,598 750   170,848
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 88,830
b Net investment income (if negative, enter -0-) 259,678
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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 Savings and temporary cash investments......... 35,230 87,291 87,291
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..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,732,887 Click to see attachment
List of Attached Documents:
// Content
1,821,021 		3,502,093
c Investments—corporate bonds (attach schedule)....... 469,595 Click to see attachment
List of Attached Documents:
// Content
419,151 		433,405
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)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,237,712 2,327,463 4,022,789
Liabilities 17 Accounts payable and accrued expenses..........    
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)......... 0 0
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........ 2,237,712 2,327,463
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 2,237,712 2,327,463
30 Total liabilities and net assets/fund balances (see instructions). 2,237,712 2,327,463
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
2,237,712
2
Enter amount from Part I, line 27a .....................
2
88,830
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
921
4
Add lines 1, 2, and 3 ..........................
4
2,327,463
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,327,463
Form 990-PF (2024)
Form 990-PF (2024)
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 PUBLICLY TRADED SECURITIES P    
b CAPITAL GAIN DISTRIBUTIONS P    
c
d
e
(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       119,422
b       28,584
c
d
e
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       119,422
b       28,584
c
d
e
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 2 148,006
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 3,610
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 0
3 Add lines 1 and 2........................... 3 3,610
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,610
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,656
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,656
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 1,954
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 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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 arrowCT
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 2024 or the taxable year beginning in 2024? 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 arrowBARTONWELLERFOUNDATION.COM
14
The books are in care ofright arrowTHE FOUNDATION Telephone no.right arrow (475) 395-6397

Located atright arrowPO BOX 4512DANBURYCT ZIP+4right arrow06813
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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
1d
 
No
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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)
Yes
 
(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
 
No
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
BRIAN E SKINNER VICE CHAIRMAN,TREASURER &
1.00 		4,800 0 0
101 SILVER CREEK LANE
NORWALK,CT06850
MICHAEL J SMITH CHAIRMAN & TRUSTEE
2.00 		4,800 0 0
151 WILTON ROAD EAST
RIDGEFIELD,CT06877
ALEXANDER FRASER SECRETARY & TRUSTEE
2.00 		2,400 0 0
3 SEALAND DRIVE
NEWTOWN,CT06470
MICHAEL P ZABINSKI TRUSTEE
1.00 		4,800 0 0
102 SHOREFRONT STREET
MILFORD,CT06460
JOANNE E DAVIES TRUSTEE
2.00 		4,800 0 0
57 HESSEKY MEADOW ROAD
WOODBURY,CT06798
STEPHANIE M BAKER FOUNDATION MANAGER
11.00 		38,076 0 0
257 MIMOSA CIRCLE
RIDGEFIELD,CT06877
MATTHEW LANG TRUSTEE
1.00 		4,800 0 0
50 SHADOWS END LANE
MILFORD,CT06460
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 0
Form 990-PF (2024)
Form 990-PF (2024)
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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
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 NOT APPLICABLE 0
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
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
3,846,162
b
Average of monthly cash balances.......................
1b
79,785
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
3,925,947
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
3,925,947
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
58,889
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,867,058
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
193,353
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
193,353
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
3,610
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,610
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
189,743
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
189,743
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
189,743
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
170,848
b
Program-related investments—total from Part VIII-B..................
1b
0
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
170,848
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 189,743
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 144,578
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 170,848
a Applied to 2023, but not more than line 2a 144,578
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 26,270
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(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 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
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...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		163,473
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) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
STEPHANIE M BAKER
PO BOX 4512
DANBURY,CT06813
(475) 395-6397
bThe form in which applications should be submitted and information and materials they should include:
THE APPLICANT MUST VERIFY THAT THEY ARE A QUALIFIED CHARITABLE ORGANIZATION
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
USUALLY LIMITED TO THE CONNECTICUT TOWNS OF NEWTOWN, MONROE, TRUMBULL, SHELTON AND REDDING.
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
STEPHANIE M BAKER
PO BOX 4512
DANBURY,CT06813
(475) 395-6397
bThe form in which applications should be submitted and information and materials they should include:
SENIORS FROM JOEL BARLOW, MASUK, NEWTOWN, SHELTON AND TRUMBULL HIGH SCHOOLS MUST SUBMIT A PROJECT OUTLINE TO BE DEVELOPED DURING THE ACADEMIC YEAR. THE STUDENT'S PROPOSED PROJECT OF NO MORE THAN 2 PAGES MUST OUTLINE THE PROJECT AND THE PROPOSAL. THE PROPOSALS WILL BE JUDGED BY THE FOUNDATION TRUSTEES. UP TO FIVE FINALIST WILL BE SELECTED FROM AMONG THE PROPOSALS. THE SCHOLARSHIP RECIPIENT IS AWARDED BASED ON THE RULES AND REGULATIONS ESTABLISHED BY THE FOUNDATION.
cAny submission deadlines:
PROPOSED PROJECTS DUE EARLY OCTOBER. MID-PROJECT REVIEW IN JANUARY. PROJECTS DUE EARLY MARCH.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
LIMITED TO FULL-TIME STUDENTS AT THE ABOVE NAMED FIVE AREA HIGH SCHOOLS.
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
STEPHANIE M BAKER
PO BOX 4512
DANBURY,CT06813
(475) 395-6397
bThe form in which applications should be submitted and information and materials they should include:
NO APPLICATION IS REQUIRED. RECIPIENTS ARE SELECTED BY THE INDIVIDUAL HIGH SCHOOL FACULTY.
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
STEPHANIE M BAKER
PO BOX 4512
DANBURY,CT06813
(475) 395-6397
bThe form in which applications should be submitted and information and materials they should include:
NO APPLICATION IS REQUIRED. RECIPIENTS ARE SELECTED BY THE INDIVIDUAL HIGH SCHOOL FACULTY.
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
STEPHANIE M BAKER
PO BOX 4512
DANBURY,CT06813
(475) 395-6397
bThe form in which applications should be submitted and information and materials they should include:
NO APPLICATION IS REQUIRED. RECIPIENTS ARE SELECTED BY THE INDIVIDUAL HIGH SCHOOL FACULTY.
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
STEPHANIE M BAKER
PO BOX 4512
DANBURY,CT06813
(475) 395-6397
bThe form in which applications should be submitted and information and materials they should include:
DETAILS ON THE VOCATIONAL SCHOOL APPLICANT PLANS TO ATTEND AND A COPY OF THE STUDENT'S TRANSCRIPT.
cAny submission deadlines:
APPLICATION DEADLINE IS MID-MARCH
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE VOCATIONAL INSTITUTION NEEDS TO VERIFY REIPIENT'S PROGRAM AND TUITION.
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
STEPHANIE M BAKER
PO BOX 4512
DANBURY,CT06813
(475) 395-6397
bThe form in which applications should be submitted and information and materials they should include:
THE COMPLETED APPLICATION SHOULD BE MAILED TO THE TOWN'S SUPERINTENDENT OF SCHOOLS. PROVIDE A BRIEF DESCRIPTION OF A SUCCESSFUL INPLEMENTATION OF A CURRICULUM PROJECT DURING THE CURRENT OR PREVIOUSL YEAR.
cAny submission deadlines:
APPLICATION DEADLINE IS EARLY MARCH
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
CERTIFIED TEACHERS IN GRADES KINDERGARTEN THROUGH FIVE CURRENTLY TEACHING IN PUBLIC SCHOOL IN ONE OF THE FIVE TOWNS. THE AWARD REQUIRES A MINIMUM OF TWO QUALIFIED APPLICANTS.
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
STEPHANIE M BAKER
PO BOX 4512
DANBURY,CT06813
(475) 395-6397
bThe form in which applications should be submitted and information and materials they should include:
NO APPLICATION IS REQUIRED. RECIPIENTS ARE SELECTED BY THE LOCAL COLLEGES BASED ON FINANCIAL NEED.
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
FRESHMAN STUDENTS AT LOCAL COLLEGES WHO ARE FROM ONE OF THE FIVE COMMUNITIES.
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
STEPHANIE M BAKER
PO BOX 4512
DANBURY,CT06813
(475) 395-6397
bThe form in which applications should be submitted and information and materials they should include:
AN APPLICATION STATING INTENDED CAREER, COLLEGE NAME AND PROGRAM SELECTED. ALSO MUST SUBMIT ESSAY, OFFICIAL TRANSCRIPT AND SAT AND/OR ACT SCORES.
cAny submission deadlines:
APPLICATION DEADLINE IS EARLY MARCH
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
APPLICANTS MUST BE SENIORS WHO ARE FULL-TIME STUDENTS AT JOEL BARLOW, MASUK, NEWTOWN, SHELTON OR TRUMBULL HIGH SCHOOLS. APPLICANTS MUST HAVE A MINIMUM GPA OF 3.0 DURING THE FIRST THREE YEARS OF HIGH SCHOOL AND MINIMUM SAT OF 1160 OR ACT SCORE OF 22.
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
STEPHANIE M BAKER
PO BOX 4512
DANBURY,CT06813
(475) 395-6397
bThe form in which applications should be submitted and information and materials they should include:
AN APPLICATION STATING INTENDED MAJOR AND COLLEGES APPLIED FOR ADMISSION. ALSO MUST SUBMIT ESSAY, OFFICIAL TRANSCRIPT, THREE CHARACTER REFERENCES AND SAT AND/OR ACT SCORES
cAny submission deadlines:
APPLICATION DEADLINE IS EARLY MARCH
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
APPLICANTS MUST BE SENIORS WHO ARE FULL-TIME STUDENTS AT JOEL BARLOW, MASUK, NEWTOWN, SHELTON OR TRUMBULL HIGH SCHOOLS. THE APPLICANTS MUST BE ACCEPTED AND SUBSEQUENTLY ENROLLED AT COLLEGE MAJORING IN ELEMENTARY OR SECONDARY EDUCATION. APPLICANTS MUST HAVE A MINIMUM GPA OF 3.0 AND MINIMUM SAT OF 1160 OR ACT SCORE OF 22.
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
STEPHANIE M BAKER
PO BOX 4512
DANBURY,CT06813
(475) 395-6397
bThe form in which applications should be submitted and information and materials they should include:
AN APPLICATION STATING INTENDED MAJOR AND COLLEGES APPLIED FOR ADMISSION. ALSO MUST SUBMIT ESSAY, OFFICIAL TRANSCRIPT, THREE REFERENCES AND SAT AND/OR ACT SCORES
cAny submission deadlines:
APPLICATION DEADLINE IS EARLY MARCH
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
APPLICANTS MUST BE SENIORS WHO ARE FULL-TIME STUDENTS AT JOEL BARLOW, MASUK, NEWTOWN, SHELTON OR TRUMBULL HIGH SCHOOLS. THE APPLICANTS MUST BE ACCEPTED AND SUBSEQUENTLY ENROLLED AT COLLEGE MAJORING IN COMPUTER SCIENCE. APPLICANTS MUST HAVE A MINIMUM GPA OF 3.3 AND MINIMUM SAT OF 1230 OR ACT SCORE OF 23.
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
STEPHANIE M BAKER
PO BOX 4512
DANBURY,CT06813
(475) 395-6397
bThe form in which applications should be submitted and information and materials they should include:
AN APPLICATION STATING INTENDED MAJOR AND COLLEGES APPLIED FOR ADMISSION. ALSO MUST SUBMIT ESSAY, OFFICIAL TRANSCRIPT, THREE REFERENCES AND SAT AND/OR ACT SCORES
cAny submission deadlines:
APPLICATION DEADLINE IS EARLY MARCH
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
APPLICANTS MUST BE SENIORS WHO ARE FULL-TIME STUDENTS AT JOEL BARLOW, MASUK, NEWTOWN, SHELTON OR TRUMBULL HIGH SCHOOLS. THE APPLICANTS MUST BE ACCEPTED AND SUBSEQUENTLY ENROLLED AT COLLEGE MAJORING IN ENGINEERING. APPLICANTS MUST HAVE A MINIMUM GPA OF 3.3 AND MINIMUM SAT OF 1230 OR ACT SCORE OF 23.
Form 990-PF (2024)
Form 990-PF (2024)
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
SIDDHARTH GUPTA


16 LAKEVIEW DRIVE
EASTON,CT06612 		NONE I ELEANOR F. MOORE BUSINESS AWARD RECIPIENT - FOSTER INTEREST IN BUSINESS CAREERS 500
SIENNA CALLAHAN


264 TELLER ROAD
MONROE,CT06468 		NONE I ELEANOR F. MOORE BUSINESS AWARD RECIPIENT - FOSTER INTEREST IN BUSINESS CAREERS 500
NICHOLAS D'AMICO


7 TORY LANE
NEWTOWN,CT06470 		NONE I ELEANOR F. MOORE BUSINESS AWARD RECIPIENT - FOSTER INTEREST IN BUSINESS CAREERS 500
WILLIAM SCHIAPPA


6 SUMMIT RIDGE ROAD
SHELTON,CT06484 		NONE I ELEANOR F. MOORE BUSINESS AWARD RECIPIENT - FOSTER INTEREST IN BUSINESS CAREERS 500
KYLE HELMINGER


42 TOPAZ LANE
TRUMBULL,CT06611 		NONE I ELEANOR F. MOORE BUSINESS AWARD RECIPIENT - FOSTER INTEREST IN BUSINESS CAREERS 500
JACKSON MENDES


26 BROOKSIDE DRIVE
EASTON,CT06612 		NONE I SENIOR SCIENCE AWARD RECIPIENT - FOSTER INTEREST IN SCIENCE CAREERS 500
BRAYDEN RENKAVINSKY


221 OLD ZOAR ROAD
MONROE,CT06468 		NONE I SENIOR SCIENCE AWARD RECIPIENT - FOSTER INTEREST IN SCIENCE CAREERS 500
AVA MITCHELL


4 BEAVER DAM ROAD
NEWTOWN,CT06470 		NONE I SENIOR SCIENCE AWARD RECIPIENT - FOSTER INTEREST IN SCIENCE CAREERS 500
LUKE SANBORN


8 STEEP BROOK LANE
SHELTON,CT06484 		NONE I SENIOR SCIENCE AWARD RECIPIENT - FOSTER INTEREST IN SCIENCE CAREERS 500
NICHOLAS KURTZ


9 JEROME AVENUE
TRUMBULL,CT06611 		NONE I SENIOR SCIENCE AWARD RECIPIENT - FOSTER INTEREST IN SCIENCE CAREERS 500
JULIA CHAMPAGNE


456 REDDING ROAD
REDDING,CT06896 		NONE I PAUL W. BROGGI COMMUNICATIONS AWARD RECIPIENT - FOSTER INTEREST IN COMMUNICATIONS CAREERS 500
SARAH VERRASTRO


36 PERCHERON DRIVE
MONROE,CT06468 		NONE I PAUL W. BROGGI COMMUNICATIONS AWARD RECIPIENT - FOSTER INTEREST IN COMMUNICATIONS CAREERS 500
DEIRDRE SMITH


10 HALL LANE
NEWTOWN,CT06470 		NONE I PAUL W. BROGGI COMMUNICATIONS AWARD RECIPIENT - FOSTER INTEREST IN COMMUNICATIONS CAREERS 500
LOGAN BAUDO


365 ASPETUCK TRAIL
SHELTON,CT06484 		NONE I PAUL W. BROGGI COMMUNICATIONS AWARD RECIPIENT - FOSTER INTEREST IN COMMUNICATIONS CAREERS 500
CALEB CARLEY


33 RIVERBEND ROAD
TRUMBULL,CT06611 		NONE I PAUL W. BROGGI COMMUNICATIONS AWARD RECIPIENT - FOSTER INTEREST IN COMMUNICATIONS CAREERS 500
PATRICK GEHM


6 PAUGUSSETT ROAD
SANDY HOOK,CT06482 		NONE I VINCENT VOCCIA VOCATIONAL AWARD RECIPIENT - ENCOURAGE VOCATIONAL SKILLS 1,500
GABRIEL WINCHESTER


15 GREEN HAVEN ROAD
TRUMBULL,CT06611 		NONE I VINCENT VOCCIA VOCATIONAL AWARD RECIPIENT - ENCOURAGE VOCATIONAL SKILLS 1,500
SEAN SINDEL


12 BLUEBERRY HILL ROAD
REDDING,CT06896 		NONE I VINCENT VOCCIA VOCATIONAL AWARD RECIPIENT - ENCOURAGE VOCATIONAL SKILLS 1,500
CHRISTOPHER SHAKER


5 POSSUM RIDGE ROAD
NEWTOWN,CT06470 		NONE I VINCENT VOCCIA VOCATIONAL AWARD RECIPIENT - ENCOURAGE VOCATIONAL SKILLS 1,500
NOAH EVERLITH


487 WHEELER ROAD
MONROE,CT06468 		NONE I VINCENT VOCCIA VOCATIONAL AWARD RECIPIENT - ENCOURAGE VOCATIONAL (2 PAYMENTS IN 2024) 3,000
MICHAEL GRAHAM


117 BEARDSLEY ROAD
SHELTON,CT06484 		NONE I VINCENT VOCCIA VOCATIONAL AWARD RECIPIENT - ENCOURAGE VOCATIONAL SKILLS 1,500
EMILY VIVIAN WALLACE


17 LAKEVIEW AVENUE
SHELTON,CT06484 		NONE I VINCENT VOCCIA VOCATIONAL AWARD RECIPIENT - ENCOURAGE VOCATIONAL SKILLS 1,500
JEREMY ADAMS


19 FORESTVIEW STREET
TRUMBULL,CT06611 		NONE I VINCENT VOCCIA VOCATIONAL AWARD RECIPIENT - ENCOURAGE VOCATIONAL SKILLS 1,500
ANTONIO ZARGO


336 WHITE PLAINS ROAD
TRUMBULL,CT06611 		NONE I VINCENT VOCCIA VOCATIONAL AWARD RECIPIENT - ENCOURAGE VOCATIONAL SKILLS 1,500
SOFIA NWOSU


32 HAWLEY LANE
MONROE,CT06468 		NONE I 2023 BARTON L. WELLER SCHOLARSHIP RECIPIENT - ENCOURAGE ACADEMIC EXCELLENCE & COLLEGE EDUCATION 4,500
SAMUEL STAUBLY


9 NEWBURY ROAD
NEWTOWN,CT06470 		NONE I 2022 BARTON L. WELLER SCHOLARSHIP RECIPIENT - ENCOURAGE ACADEMIC EXCELLENCE & COLLEGE EDUCATION 3,750
TAEGAN SMITH


22 WILLS ROAD
NEWTOWN,CT06470 		NONE I 2021 BARTON L. WELLER SCHOLARSHIP RECIPIENT - ENCOURAGE ACADEMIC EXCELLENCE & COLLEGE EDUCATION 3,750
SAMUEL DIVASTO


11 HIGHWOOD PLACE
TRUMBULL,CT06611 		NONE I 2024 BARTON L. WELLER SCHOLARSHIP RECIPIENT - ENCOURAGE ACADEMIC EXCELLENCE & COLLEGE EDUCATION 4,500
KELLER HALL


50 EASTON ROAD
MONROE,CT06468 		NONE I 2024 BARTON L. WELLER SCHOLARSHIP RUNNER-UP - ENCOURAGE ACADEMIC EXCELLENCE & COLLEGE EDUCATION 2,000
PAUL NGUYEN


122 HILLSIDE AVENUE
SHELTON,CT06484 		NONE I 2024 BARTON L. WELLER SCHOLARSHIP FINALIST - ENCOURAGE ACADEMIC EXCELLENCE & COLLEGE EDUCATION 500
JOHN QUEVEDO


3 MURPHYS LANE UNIT 13
SHELTON,CT06484 		NONE I 2024 BARTON L. WELLER SCHOLARSHIP FINALIST - ENCOURAGE ACADEMIC EXCELLENCE & COLLEGE EDUCATION 500
ALANA REYES


41 HEDGEHOG ROAD
TRUMBULL,CT06611 		NONE I 2024 BARTON L. WELLER SCHOLARSHIP FINALIST - ENCOURAGE ACADEMIC EXCELLENCE & COLLEGE EDUCATION 500
AADIT JERFY


59 CASTLE HILL ROAD
NEWTOWN,CT06470 		NONE I 2024-2025 BARTON L. WELLER SCHOLARSHIP FINALIST - ENCOURAGE ACADEMIC EXCELLENCE & COLLEGE EDUCATION 200
EMMETT WHITE


169 CHURCH HILL ROAD
TRUMBULL,CT06611 		NONE I 2024-2025 BARTON L. WELLER SCHOLARSHIP FINALIST - ENCOURAGE ACADEMIC EXCELLENCE & COLLEGE EDUCATION 200
CLAUDIA MENSAH


11 OLD COLONY ROAD
MONROE,CT06468 		NONE I 2024-2025 BARTON L. WELLER SCHOLARSHIP FINALIST - ENCOURAGE ACADEMIC EXCELLENCE & COLLEGE EDUCATION 200
SHANE JOHN


3 HELENA ROAD
TRUMBULL,CT06611 		NONE I 2024-2025 BARTON L. WELLER SCHOLARSHIP FINALIST - ENCOURAGE ACADEMIC EXCELLENCE & COLLEGE EDUCATION 200
JULIANA QIU


3 MAGELLAN LANE
EASTON,CT06612 		NONE I 2024-2025 BARTON L. WELLER SCHOLARSHIP FINALIST - ENCOURAGE ACADEMIC EXCELLENCE & COLLEGE EDUCATION 200
STEPHANIE MORAVSKY


93 GEORGES LANE
MONROE,CT06468 		NONE I WELLER EXCELLENCE IN TEACHING AWARD RECIPIENT: ENCOURAGE TEACHING EXCELLENCE IN GRADES K THRU 5TH 1,000
CARA FOLEY


107 PLANK ROAD
PROSPECT,CT06712 		NONE I WELLER EXCELLENCE IN TEACHING AWARD RECIPIENT: ENCOURAGE TEACHING EXCELLENCE IN GRADES K THRU 5TH 1,000
CARLY WOLFE


251 MAYFIELD DRIVE
TRUMBULL,CT06611 		NONE I WELLER EXCELLENCE IN TEACHING AWARD RECIPIENT: ENCOURAGE TEACHING EXCELLENCE IN GRADES K THRU 5TH 1,000
FAIRFIELD UNIVERSITY


1073 NORTH BENSON ROAD
FAIRFIELD,CT06824 		NONE I WELLER COLLEGIATE SCHOLARSHIP RECIPIENT: ASSIST LOCAL STUDENT IN OBTAINING A QUALITY COLLEGE EDUCATION 1,000
AOIFE RIORDAN


16 HARVESTER ROAD
MONROE,CT06468 		NONE I 2024 LOUIS J. LA CROCE MEDICAL/HEALTH SCIENCES SCHOLARSHIP: ENCOURAGE STUDENTS IN THESE FIELDS OF STUDY 1,500
KAITLYN BERGERS


12 LAUREL WOOD DRIVE
SHELTON,CT06484 		NONE I 2023 LOUIS J. LA CROCE MEDICAL/HEALTH SCIENCES SCHOLARSHIP: ENCOURAGE STUDENTS IN THESE FIELDS OF STUDY 1,500
MIA HOCHSTETLER


18 BENNETTS BRIDGE ROAD
SANDY HOOK,CT06482 		NONE I 2021 LOUIS J. LA CROCE MEDICAL/HEALTH SCIENCES SCHOLARSHIP: ENCOURAGE STUDENTS IN THESE FIELDS OF STUDY 1,500
EMMA BUGLIONE


14 WINCHESTER DRIVE
SHELTON,CT06484 		NONE I 2021 LOUIS J. LA CROCE MEDICAL/HEALTH SCIENCES SCHOLARSHIP: ENCOURAGE STUDENTS IN THESE FIELDS OF STUDY 1,500
MICHAELA BONNACCI


12 MERIDIAN RIDGE DRIVE
NEWTOWN,CT06470 		NONE I 2024 WELLER EDUCATION SCHOLARSHIP RECIPIENT: ENCOURAGE & ASSIST LOCAL STUDENT TO PURSUE TEACHING CAREER 1,500
KAITLYN ALLEN


46 WEDGEWOOD ROAD
TRUMBULL,CT06611 		NONE I 2023 WELLER EDUCATION SCHOLARSHIP RECIPIENT: ENCOURAGE & ASSIST LOCAL STUDENT TO PURSUE TEACHING CAREER 1,500
ALLISON CLAUSI


18 WILDWOOD DRIVE
TRUMBULL,CT06611 		NONE I 2022 WELLER EDUCATION SCHOLARSHIP RECIPIENT: ENCOURAGE & ASSIST LOCAL STUDENT TO PURSUE TEACHING CAREER 1,500
MOLLIE SMITH


100 HILLTOP DRIVE
TRUMBULL,CT06611 		NONE I 2021 WELLER EDUCATION SCHOLARSHIP RECIPIENT: ENCOURAGE & ASSIST LOCAL STUDENT TO PURSUE TEACHING CAREER 1,500
LUKE SANBORN


8 STEEP BROOK LANE
SHELTON,CT06484 		NONE I 2024 WELLER COMPUTER SCIENCE/TECHNOLOGY SCHOLARSHIP: ENCOURAGE STUDENTS IN FIELD OF COMPUTER SCIENCES 1,500
KATERINA NGUYEN


4 HICKORY STREET
TRUMBULL,CT06611 		NONE I 2023 WELLER COMPUTER SCIENCE/TECHNOLOGY SCHOLARSHIP: ENCOURAGE STUDENTS IN FIELD OF COMPUTER SCIENCES 1,500
RIA DALVI


76 WAVERLY ROAD
SHELTON,CT06484 		NONE I 2022 WELLER COMPUTER SCIENCE/TECHNOLOGY SCHOLARSHIP: ENCOURAGE STUDENTS IN FIELD OF COMPUTER SCIENCES 1,500
ARAV DAVE


7 QUARRY RIDGE ROAD
SANDY HOOK,CT06470 		NONE I 2021 WELLER COMPUTER SCIENCE/TECHNOLOGY SCHOLARSHIP: ENCOURAGE STUDENTS IN FIELD OF COMPUTER SCIENCES 1,500
NOAH MASOTTA


10 GRAND PLACE
NEWTOWN,CT06470 		NONE I 2024 ROBERT SWART ENGINEERING SCHOLARSHIP: ENCOURAGE LOCAL STUDENTS IN FIELD OF ENGINEERING 1,500
SHREYAS POTNURU


6 WILEY LANE
NEWTOWN,CT06470 		NONE I 2023 ROBERT SWART ENGINEERING SCHOLARSHIP: ENCOURAGE LOCAL STUDENTS IN FIELD OF ENGINEERING 1,500
KEVIN GIORDANO


126 CROWN VIEW DRIVE
MONROE,CT06468 		NONE I 2022 ROBERT SWART ENGINEERING SCHOLARSHIP: ENCOURAGE LOCAL STUDENTS IN FIELD OF ENGINEERING 1,500
COLLIN HOFFMAN


6 ASPEN LANE
SANDY HOOK,CT06482 		NONE I 2021 ROBERT SWART ENGINEERING SCHOLARSHIP: ENCOURAGE LOCAL STUDENTS IN FIELD OF ENGINEERING 1,500

JUNIOR ACHIEEMNET OF GREATER FAIRFIELD COUNTY

835 MAIN STREET
BRIDGEPORT,CT06604 		N/A PC SUPPORT OF ORGANIZATION 3,000

EDITH WHEELER MEMORIAL LIBRARY

733 MONROE TURNPIKE
MONROE,CT06468 		N/A PC SUPPORT OF ORGANIZATION 1,000

LVA SCHOOL

248 MAIN STREET
DANBURY,CT06810 		N/A PC SUPPORT OF ORGANIZATION 1,000

FIVE NEW SCHOOL AWARD PLAQUES FOR THE AWARDS

SENIOR SCIENCE AWARD WINNERS GIVEN
TO AREA HIGH SCHOOLS
DANBURY,CT06813 		NONE PC ACKNOWLEDGE PREVIOUS AWARD RECIPIENTS AND PROMOTE THESE AWARDS IN THE AREA HIGH SCHOOLS 625
Total .................................right arrow 3a 77,125
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 39  
4 Dividends and interest from securities ....     14 112,383  
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 .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 148,006  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 260,428 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
260,428
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE WELLER FOUNDATION INC
EIN:
06-6068987
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 14,415 0   14,415

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE WELLER FOUNDATION INC
EIN:
06-6068987
Name of Bond End of Year Book Value End of Year Fair Market Value
20000 ALLY FINANCIAL INC FXD TO 052026 VAR THRAFTER 4.7% 18,148 18,664
25000 BANK OF AMERICA CORP FXD TO 032028 VAR THRAFTR 5.8750% (DIV) 25,469 25,085
25000 BANK OF AMERICA CORP FXD TO 042027 VAR THRAFTR 6.12500% (DIV) 25,320 25,211
10000 CITIGROUP INC FXD TO 052025 VAR THRAFTR 5.9500% (DIV) 10,105 9,984
25000 CITIGROUP INC FXD TO 052028 VAR THRAFTR 7.375% (DIV) 25,271 25,836
25000 CITIGROUP INC FXD TO 112028 VAR THRAFTR 7.625% (DIV) 24,617 26,046
25000 GENERAL MOTORS FIN CO FXD TO 092027 VAR THRAFTR 5.7500% (DIV) 25,277 23,963
90000 GENERAL MOTORS FIN CO INC FXD TO 092030 VAR THRAFTR 5.7000% (DIV) 87,152 87,465
30000 GENERAL MOTORS FIN CO INC FXD TO 092028 VAR THRAFTR 6.5% (DIV) 26,437 29,587
20000 GOLDMAN SACHS GRP INC FXD TO 022029 VAR THRAFTR 7.5% 20,230 21,094
25000 MORGAN STANLEY FXD TO 092026 VAR THRAFTR 5.875% 25,947 24,763
25000 PNC FIN SERVICES GROUP INC/THE FXD TO 112026 VAR THFTR 5% 22,371 24,598
30000 PNC FIN SERVICES GROUP INC/THE FXD TO 052027 VAR THFTR 6% 29,834 29,948
35000 PNC FINANCIAL SERVICES GROUP FXD TO 032030 VAR THRAFTR 6.25% 33,585 35,348
20000 NATIONWIDE FINANCIAL SERVICES 19,388 20,576
ACCRUED INTEREST 0 5,237

TY 2024 InvestmentsCorpStockSchedule
Name:
THE WELLER FOUNDATION INC
EIN:
06-6068987
Name of Stock End of Year Book Value End of Year Fair Market Value
500 SHS AMEREN CORP (HLDG CO) 17,159 44,570
600 SHS AMERICAN ELEC PWR CO INC 20,869 55,338
1200 SHS BANK OF AMERICA CORP 27,219 52,740
200 SHS BARCLAYS PLC ADR 9,522 2,658
500 SHS BERKSHIRE HATHAWAY CL-B NEW 30,063 226,640
616 SHS CHEVRON CORP 24,154 89,221
500 SHS COMCAST CORP (NEW) CLASS A 5,848 18,765
400 SHS EXXON MOBIL CORP 19,409 43,028
100 SHS GOLDMAN SACHS GRP INC 16,827 57,262
250 SHS HOME DEPOT INC 37,599 97,248
400 SHS INTL BUSINESS MACHINES CORP 49,486 87,932
500 SHS JOHNSON & JOHNSON 5,476 72,310
600 SHS JPMORGAN CHASE & CO 22,598 143,826
500 SHS MICROSOFT CORP 12,864 210,750
800 SHS PEPSICO INC NC 13,705 121,648
1000 SHS PFIZER INC 27,759 26,530
10 SHS PJT PARTNERS INC COM CL A 37 1,578
800 SHS PROCTER & GAMBLE 24,372 134,120
300 SHS SHELL PLC ADR 15,803 18,795
300 SHS UNITEDHEALTH GP INC 6,706 151,758
1200 SHS VERIZON COMMUNICATIONS 48,037 47,988
3000 SHS WALMART INC 12,513 271,050
1700 SHS BLACKROCK TAX MUNICPAL BD TR 39,744 27,404
3000 SHS EATON VANCE LTD DURATION FD 33,411 29,310
3600 SHS EATON VANCE SENIOR INCOME TR 24,642 22,104
1200 SHS FT-PREFERRED SECUR & INC ETF 23,980 21,240
400 SHS HEALTH CARE SEL SECT SPDR FD 13,420 55,028
1000 SHS NUVEEN S&P 500 BUY-WRITE INC 12,409 13,990
1500 SHS NUVEEN TAXABLE MUNICPL INCM FD 33,300 22,470
100 SHS SPDR GOLD TR GOLD SHS 12,327 24,213
300 SHS UTILITIES SEL SECT SPDR FUND 20,780 22,707
1851.407 SHS AMERICAN WA MUTUAL A 77,620 114,010
1074.141 SHS FIRST EAGLE GLOBAL A 54,852 71,989
1397.287 SHS HARTFORD EQUITY INC A 20,000 27,820
3037.568 SHS JPMORGAN EQUITY INCOME-A 43,554 71,109
2979.238 SHS JPMORGAN MID CAP VALUE A 90,587 104,929
2018 UNIT FIRST TRUST CAPITAL STRENGTH BUY-WRITE 67 18,101 20,261
2311 UNIT FIRST TRUST S&P DIVIDEND ARISTOCRATS BUY-WRITE 27 21,277 22,806
5945 UNIT FIRST TRUST BANKING OPPORTUNITY 53 57,659 70,823
8728 UNIT FIRST TRUST SELECT DSIP 1ST QTR 2024 89,811 91,959
2564 UNIT FIRST TRUST INFLATION HEDGE 53 25,450 25,040
5733 UNIT FIRST TRUST BALANCED INCOME EQUITY & ETF 62 58,446 62,994
11786 UNIT INVESCO GLOBAL TECHNOLOGY LEADERS 2024-2 118,477 132,069
4761 UNIT INVESCO DIVERSIFIED HEALTHCARE 2023-3 46,582 48,520
1912 UNIT FIRST TRUST GLOBAL DIVIDEND 76 19,498 19,701
4733 UNIT FIRST TRUST 60-40 STRATEGIC ALLOCATION 3Q24 48,978 47,410
5176 UNIT FIRST TRUST DOW TARGET 10 OCT 2024 51,760 47,368
5132 UNIT FIRST TRUST AMERICAN RECOVERY 19 53,679 52,449
7332 UNIT INVESCO GLOBAL TECHNOLOGY LEADERS 2024-2 75,569 79,164
3314 UNIT FIRST TRUST DOW 30 BUY-WRITE 12 33,640 32,857
1427 UNIT FIRST TRUST DOW 30 BUY-WRITE 9 13,962 13,839
2448 UNIT FIRST TRUST ENERGY BUY-WRITE 4 24,996 23,295
1722 UNIT FIRST TRUST S&P DIVIDEND ARISTOCRATS BUY-WRITE 33 16,573 17,052
5418 UNIT INVESCO DIVERSIFIED HEALTHCARE 2024-1 55,408 49,710
2098 UNIT FIRST TRUST BALANCED INCOME SELECT 142 21,189 20,112
2125 UNIT FIRST TRUST BALANCED INCOME EQUITY & ETF 72 21,315 20,586

TY 2024 OtherExpensesSchedule
Name:
THE WELLER FOUNDATION INC
EIN:
06-6068987
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 2,402 0   2,402
JUDGING FEES 1,200 0   1,200
AWARD PROMOTION & BROCHURES 4,829 0   4,829
MISCELLANEOUS 447 0   447
SUPPLIES 2,492 0   2,492


TY 2024 OtherIncreasesSchedule
Name:
THE WELLER FOUNDATION INC
EIN:
06-6068987
Description Amount
RECOVERY OF ASSETS 921