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
WESTWIND FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)95 ROWAYTON AVENUE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NORWALK, CT06853
A Employer identification number

52-6358830
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$142,600,271J 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 402,406 402,406 402,406
4 Dividends and interest from securities... 2,172,070 2,172,070 2,172,070
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 920,492
b Gross sales price for all assets on line 6a 3,758,984
7 Capital gain net income (from Part IV, line 2)... 920,492
8 Net short-term capital gain......... 62,665
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
1,643   1,643
12 Total. Add lines 1 through 11........ 3,496,611 3,494,968 2,638,784
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 274,007 274,007 274,007  
14 Other employee salaries and wages...... 128,446 25,076 25,076 103,370
15 Pension plans, employee benefits....... 71,627 49,773 49,773 21,855
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
2,000 2,000 2,000  
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
19,815 19,815 19,815  
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
292,794 292,794 292,794  
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
78,861 57,392 78,861  
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 29,584 29,584 29,584  
21 Travel, conferences, and meetings....... 96,927 96,927 96,927  
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
93,949 93,949 93,949  
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,088,010 941,317 962,786 125,225
25 Contributions, gifts, grants paid....... 5,928,366 5,928,366
26 Total expenses and disbursements. Add lines 24 and 25 7,016,376 941,317 962,786 6,053,591
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,519,765
b Net investment income (if negative, enter -0-) 2,553,651
c Adjusted net income (if negative, enter -0-)... 1,675,998
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............. 3,323,283 2,500,785 2,500,785
2 Savings and temporary cash investments......... 4,418,235 1,588,788 1,588,788
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.......... 47,349 25,880 25,880
10a Investments—U.S. and state government obligations (attach schedule) 2,541,819 Click to see attachment
List of Attached Documents:
// Content
2,586,944 		2,605,904
b Investments—corporate stock (attach schedule)....... 66,982,521 Click to see attachment
List of Attached Documents:
// Content
66,998,192 		115,480,271
c Investments—corporate bonds (attach schedule)....... 2,998,828 Click to see attachment
List of Attached Documents:
// Content
3,069,755 		3,038,751
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 9,553,664 Click to see attachment
List of Attached Documents:
// Content
9,521,081 		15,769,096
14 Land, buildings, and equipment: basis right arrow2,433
Less: accumulated depreciation (attach schedule) right arrow2,433      
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,531,448 		Click to see attachment
List of Attached Documents:
// Content
1,587,979 		Click to see attachment
List of Attached Documents:
// Content
1,590,796
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 91,397,147 87,879,404 142,600,271
Liabilities 17 Accounts payable and accrued expenses.......... 70 41
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)   Click to see attachment
List of Attached Documents:
// Content
2,051
23 Total liabilities (add lines 17 through 22)......... 70 2,092
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,015,783 1,015,783
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 90,381,294 86,861,529
29 Total net assets or fund balances (see instructions)..... 91,397,077 87,877,312
30 Total liabilities and net assets/fund balances (see instructions). 91,397,147 87,879,404
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
91,397,077
2
Enter amount from Part I, line 27a .....................
2
-3,519,765
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
87,877,312
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
87,877,312
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 JP MORGAN CHASE P 2021-04-21 2024-05-24
b AON PLC BOND P 2021-10-20 2024-02-24
c LOWES COS INC. P 2022-09-08 2024-08-20
d WESTPAC BKG CORP P 2021-05-25 2024-10-08
e GM FIN CONS ATMB SER 2020-3 P 2020-08-11 2024-02-16
UNIFORM MBS POOL ZS6596 P 2019-10-22 2024-12-25
GOLDMAN SACHS P 2023-10-18 2024-08-19
AUTOZONE P 2023-01-23 2024-02-14
MORGAN STANLEY MTN CALL P 2020-05-14 2024-08-19
AMERICR ATMBL REC P 2022-12-19 2024-12-18
GM FIN CONS 2023-1 P 2023-08-10 2024-12-18
UNIFORM MBS POOL ZS8020 P 2019-10-24 2024-12-25
HONOLULU HAWAII WATER AND SEWER P 2023-10-17 2024-06-12
BANK AMERICA P 2020-09-22 2024-02-22
NATIONAL RURAL UTILS P 2023-02-02 2024-05-07
AMERICREDIT AUTO SERV P 2022-08-17 2024-05-20
HARLEY DAVIDSON P 2023-02-13 2024-12-15
VERIZON MASTER 2021-1 P 2021-05-18 2024-05-20
RTX CORP NOTE P 2023-11-06 2024-08-19
BANK NOVA SCOTIA P 2022-01-05 2024-01-11
NEBRASKA PUBLIC POWER P 2019-10-18 2024-05-28
BA CREDIT CARD P 2021-05-07 2024-04-15
HONDA AUTO REC P 2021-02-17 2024-06-24
VERIZON MASTER 2022-1 P 2022-11-17 2024-11-20
T MOBILE USA P 2023-10-16 2024-01-09
CITIGROUP INC, P 2020-06-18 2024-04-24
PNC FINANCIAL SERVICES P 2022-10-25 2024-10-28
CARMAX AUTO ONWER SER P 2022-12-07 2024-07-15
HYUNDAI AUTO REC 2022-A P 2022-09-14 2024-12-15
DAIMLER TRUCK SER 2022-1 P 2023-11-14 2024-12-15
US TREAS SER AR 2026 P 2024-08-19 2024-10-28
CITIGROUP INC. P 2020-10-23 2024-08-19
RANCHO SANTAGO P 2020-08-07 2024-12-12
CITGRP COML MORTGAGE P 2023-04-27 2024-11-13
JOHN DEERE OWN SER 2021-B P 2021-07-13 2024-12-15
PARTNERSHIP SHORT TERM GAINS P 2024-01-01 2024-12-31
US TREAS SER B 2026 P 2024-04-29 2024-08-08
CNH INDUSTRIAL CAPITAL P 2021-07-09 2024-06-17
STATE STREET CORP P 2020-01-14 2024-08-20
CNH EQUIPMENT 2021-B P 2021-07-20 2024-12-15
JOHN DEERE OWN SER 2022 P 2022-03-10 2024-12-15
PARTNERSHIP LONG TERM GAINS P 2023-01-01 2024-12-31
US TREAS SER C 2030 P 2024-03-21 2024-05-08
CVS HEALTH CORP P 2021-05-27 2024-04-23
STATE STREET CORP P 2020-03-11 2024-04-23
CNH EQUIPMENT 2022-B P 2022-08-16 2024-06-17
MERCEDES BENZ SER 2022-1 P 2022-11-15 2024-12-15
PENNELL VENTURES P 2000-01-01 2024-12-31
US TREAS SER F 2028 P 2023-09-21 2024-02-07
ENBRIDGE INC. P 2022-02-15 2024-04-23
T MOBILE USA NOTE P 2021-01-10 2024-01-09
CNH EQUIPMENT 2022-A P 2022-03-24 2024-12-15
SANTANDER AUTO REC 2022-4 P 2023-03-24 2024-12-16
US TREAS SER J 2029 P 2023-09-21 2024-08-19
ENERGY TRANSFER LP P 2022-03-09 2024-04-23
TORONTO DOMINION BANK P 2021-01-04 2024-12-11
FEDERAL HOME LN MTG CRPSER 4096 P 2021-03-10 2024-12-15
SANTANDER DRIVE AUTOSER 2022-3 P 2022-12-07 2024-09-16
DAIMLER TRUCKS P 2023-11-14 2024-10-15
EQUINIX NOTE P 2021-02-23 2024-02-14
TOYOTA MOTOR CR CORP P 2022-06-27 2024-08-19
FEDERAL HOME LN MTG CRPSER 4287 P 2022-01-19 2024-12-15
TOYOTA AUTO REC 2022-C P 2023-08-22 2024-12-15
DLLMT LLC P 2024-01-25 2024-12-25
GLOBAL PMTS INC. P 2022-01-25 2024-02-14
US TREAS NOTE SER AB 2025 P 2022-08-15 2024-04-15
FEDERAL NATL MTG ASSN SER 2016-002 P 2020-06-12 2024-12-25
UNIFORM MBS POOL AU1657 P 2019-10-22 2024-12-25
SANTANDER AUTO REC P 2023-04-24 2024-03-15
GOLDMAN SACHS GROUP P 2021-02-10 2024-08-19
US TREAS NOTE SER B 2026 P 2021-06-29 2024-08-08
FORD CR AUTO OWNER P 2021-02-17 2024-07-15
UNIFORM MBS POOL BM3056 P 2019-10-24 2024-12-25
TOYOLA AUTO REC P 2023-08-22 2024-08-15
ILLINOIS TAXABLE GO BDS P 2023-04-20 2024-05-08
US TREAS NOTE SER F 2025 P 2020-12-02 2024-06-17
GM FIN CONS ATMB SER 2020-4 P 2022-05-18 2024-09-16
UNIFORM MBS POOL FM4227 P 2020-11-06 2024-12-25
AMERICAN ELECTRIC POWER NOTE P 2020-11-18 2024-12-11
INTEL CORP NOTE CALL P 2023-04-18 2024-08-14
US TREAS NOTE SER V 2026 P 2021-07-21 2024-08-08
GM FIN CONS ATMB SER 2021-2 P 2021-04-06 2024-12-16
UNIFORM MBS POOL MA3408 P 2019-10-24 2024-12-25
(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 20,000   21,483 -1,483
b 39,699   40,291 -592
c 44,755   45,033 -278
d 41,834   44,018 -2,184
e 922   942 -20
5,103   5,213 -110
39,090   37,122 1,968
39,221   39,981 -760
19,898   20,068 -170
16,841   16,535 306
1,003   990 13
6,047   6,193 -146
78,596   77,935 661
43,749   45,006 -1,257
48,355   48,985 -630
7,800   7,601 199
1,347   1,347  
21,000   21,018 -18
42,984   41,982 1,002
48,146   50,011 -1,865
44,113   45,002 -889
19,000   19,020 -20
1,497   1,517 -20
32,000   32,014 -14
28,961   27,971 990
60,000   60,593 -593
30,000   30,007 -7
25,099   23,722 1,377
62,472   60,950 1,522
4,848   4,817 31
206,173   206,142 31
46,966   47,001 -35
29,086   30,003 -917
32,000   30,751 1,249
9,169   9,168 1
49,825     49,825
52,923   51,838 1,085
33,280   36,010 -2,730
48,671   49,075 -404
10,078   10,076 2
12,150   12,147 3
111,385     111,385
59,810   60,050 -240
58,722   61,999 -3,277
29,310   30,579 -1,269
10,315   10,335 -20
11,505   11,503 2
10,000   9,496 504
62,332   60,550 1,782
24,341   24,994 -653
28,961   31,592 -2,631
4,579   4,579  
15,895   15,762 133
112,771   107,455 5,316
29,501   30,251 -750
81,543   84,888 -3,345
4,308   4,398 -90
32,537   31,848 689
19,525   19,404 121
23,559   26,020 -2,461
64,242   64,943 -701
14,793   15,222 -429
7,106   6,871 235
24,729   24,745 -16
32,265   33,521 -1,256
201,882   198,809 3,073
3,041   3,286 -245
5,670   5,737 -67
6,792   6,726 66
19,545   20,006 -461
56,988   60,869 -3,881
3,475   3,495 -20
6,524   6,582 -58
2,240   2,166 74
59,988   60,010 -22
96,235   103,060 -6,825
31,000   29,440 1,560
12,464   13,141 -677
38,656   39,984 -1,328
65,208   65,685 -477
75,571   79,423 -3,852
5,708   5,727 -19
3,633   3,763 -130
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       -1,483
b       -592
c       -278
d       -2,184
e       -20
      -110
      1,968
      -760
      -170
      306
      13
      -146
      661
      -1,257
      -630
      199
       
      -18
      1,002
      -1,865
      -889
      -20
      -20
      -14
      990
      -593
      -7
      1,377
      1,522
      31
      31
      -35
      -917
      1,249
      1
      49,825
      1,085
      -2,730
      -404
      2
      3
      111,385
      -240
      -3,277
      -1,269
      -20
      2
      504
      1,782
      -653
      -2,631
       
      133
      5,316
      -750
      -3,345
      -90
      689
      121
      -2,461
      -701
      -429
      235
      -16
      -1,256
      3,073
      -245
      -67
      66
      -461
      -3,881
      -20
      -58
      74
      -22
      -6,825
      1,560
      -677
      -1,328
      -477
      -3,852
      -19
      -130
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 2 920,492
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 62,665
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 35,496
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 35,496
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 35,496
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 25,880
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 24,500
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 50,380
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
8 297
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 14,587
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow14,587 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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowDC
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 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 arrowWWW.WESTWINDFOUNDATION.ORG
14
The books are in care ofright arrowCO WESTWIND MANAGEMENT LLC Telephone no.right arrow (434) 977-5762

Located atright arrow95 ROWAYTON AVENUENORWALKCT ZIP+4right arrow06853
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 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
 
 
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)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
PAUL HESS PROGRAM MANA
40.00 		274,007 0 0
204 E HIGH STREET
CHARLOTTESVILLE,VA22902
JANET MILLER PRESIDENT
40.00 		0 0 0
204 E HIGH STREET
CHARLOTTESVILLE,VA22902
EDWARD M MILLER CEO
30.00 		0 0 0
204 E HIGH STREET
CHARLOTTESVILLE,VA22902
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (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
WESTWIND MANAGEMENT LLC CONSULTING 290,000
95 ROWAYTON AVENUE
NORWALK,CT06853
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (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
131,395,819
b
Average of monthly cash balances.......................
1b
6,302,658
c
Fair market value of all other assets (see instructions)................
1c
1,077,762
d
Total (add lines 1a, b, and c).........................
1d
138,776,239
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
138,776,239
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,081,644
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
136,694,595
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
6,834,730
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
6,834,730
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
35,496
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
35,496
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
6,799,234
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
6,799,234
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
6,799,234
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
6,053,591
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
6,053,591
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 6,799,234
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023...... 16,135
f Total of lines 3a through e ........ 16,135
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 6,053,591
a Applied to 2023, 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 2024 distributable amount..... 6,053,591
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2024. 16,135 16,135
(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  
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		729,508
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		 
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 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 (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

350ORG

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

ACTION FOR THE CLIMATE EMERGENCY

4676 BROADWAY
BOULDER,CO80304 		NONE   TO FUND OPERATING NEEDS 100,000

ADVOCATES FOR YOUTH

1325 G ST NW SUITE 980
WASHINGTON,DC20005 		NONE   TO FUND OPERATING NEEDS 2,209,629

ALABAMA RIVER ALLIANCE

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

AMERICAN CANCER SOCIETY

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

AMERICAN CHESTNUT FOUNDATION

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

AMERICARES

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

APPALACHIAN VOICES

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

BEACON HILL NURSERY SCHOOL

74 JOY STREET
BOSTON,MA02114 		NONE   TO FUND OPERATING NEEDS 5,831

BIG BROTHERS BIG SISTERS

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

BOYS AND GIRLS CLUB OF ORANGE

TAYLOR EDUC ADMIN COMPLEX
200 DAILEY DRIVE
ORANGE,VA22960 		NONE   TO FUND OPERATING NEEDS 2,150

BOYS AND GIRLS CLUB OF CENTRAL VA

1000 CHERRY AVENUE
CHARLOTTESVILLE,VA22903 		NONE   TO PROVIDE OPERATING FUNDS 5,000

BOYSGIRLS CLUB OF CHARALB

PO BOX 707
CHARLOTTESVILLE,VA22902 		NONE   TO FUND OPERATING NEEDS 34,650

BRIGHAM AND WOMEN'S HOSPITAL

75 FRANCIS STREET
BOSTON,MA02115 		NONE   TO FUND OPERATING NEEDS 10,000

BUILDING GOODNESS FOUNDATION

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

CATHOLICS FOR CHOICE

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

CENTER FOR INTERNATIONAL ENV LAW

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

CENTER FOR NONPROFIT EXCELLENCE

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

CENTER FOR REPRODUCTIVE RIGHTS

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

CERES

99 CHAUNCY ST 6TH FLOOR
BOSTON,MA02111 		NONE   TO FUND OPERATING NEEDS 20,000

CHAR-ALB SPCA

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

CHARLOTTESVILLE AREA COMM FNDN

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

CHARLOTTESVILLE FREE CLINIC

1138 ROSE HILL DR STE200
CHARLOTTESVILLE,VA22903 		NONE   TO FUND OPERATING NEEDS 7,000

CHESAPEAKE CLIMATE ACTION NETWORK

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

COASTAL MOUNTAINS LAND TRUST

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

COMMUNITY CLIMATE COLLABORATIVE

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

COMMUNITY INVESTMENT COLLABORATIVE

PO BOX 2976
CHARLOTTESVILLE,VA22902 		NONE   TO FUND OPERATING NEEDS 2,000

CONSERVATION LAW FOUNDATION

62 SUMMER STREET
BOSTON,MA02110 		NONE   TO FUND OPERATING NEEDS 65,000

CONSERVATIVES FOR CLEAN ENERGY

514 DANIELS STREET
RALEIGH,NC27605 		NONE   TO FUND OPERATING NEEDS 35,000

DANA FARBER CANCER INSTITUTE

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

DKT INTERNATIONAL

1701 K STREET NW STE 201
WASHINGTON,DC20006 		NONE   TO FUND OPERATING NEEDS 200,000

EARTHJUSTICE

50 CALIFORNIA ST
STE 500
SAN FRANCISCO,CA94111 		NONE   TO FUND OPERATING NEEDS 125,000

ENERGY ALABAMA

PO BOX 1381
HUNTSVILLE,AL35807 		NONE   TO FUND OPERATING NEEDS 20,000

ETHEL WALKER SCHOOL

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

FEMINIST MAJORITY FOUNDATION

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

FOCUSED ULTRASOUND FOUNDATION

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

FOS FEMINISTA

125 MAIDEN LANE
NEW YORK,NY10038 		NONE   TO FUND OPERATING NEEDS 225,000

GASP

2320 HIGHLAND AVE S
STE 270
BIRMINGHAM,AL35205 		NONE   TO FUND OPERATING NEEDS 20,000

GEORGIA FRIEND'S INC

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

GLOBAL DOCTORS FOR CHOICE

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

GLOBAL GREENGRANTS FUND

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

GREEN VALE SCHOOL

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

GREENPEACE FUND INC

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

GROUNDSWELL FUND

PO BOX 71642
OAKLAND,CA94612 		NONE   TO FUND OPERATING NEEDS 40,000

HABITAT FOR HUMANITY

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

HOUSATONIC RIVER WALK

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

HURRICANE ISLAND FOUNDATION

PO BOX 1280
ROCKLAND,ME04841 		NONE   TO FUND OPERATING NEEDS 5,000

HURRICANE ISLAND OUTWARD BOUND SCH

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

IPAS

PO BOX 9990
CHAPEL HILL,NC27515 		NONE   TO FUND OPERATING NEEDS 50,000

J HUGHES FOUNDATION

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

JAMES RIVER ASSOCIATION

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

LEHIGH UNIVERSITY

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

LENOX HILL NEIGHBOORHOOD HOUSE

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

MAINE COAST HERITAGE TRUST

1 BOWDOIN MILL ISLAND
TOPSHAM,ME04086 		NONE   TO FUND OPERATING NEEDS 10,000

MAINE ISLAND TRAIL ASSOCIATION

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

MAINE MARITIME MUSEUM

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

MARIE STOPES INTERNATIONAL

PO BOX 35528
WASHINGTON,DC20033 		NONE   TO FUND OPERATING NEEDS 50,000

MEMORIAL SLOAN-KETTERING CANCER CTR

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

MIT

77 MASSACHUSETTS AVE
CAMBRIDGE,MA02139 		NONE   TO FUND OPERATING NEEDS 5,000

MIT ALUMNI ASSOCIATION

77 MASSACHUSETTS AVE
CAMBRIDGE,MA02139 		NONE   TO PROVIDE OPERATING NEEDS 1,000

NAL INST OF REPRODUCTIVE HEALTH

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

NATIONAL RESOURCES DEFENSE COUNCIL

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

NATIONAL WOMEN'S HEALTH NETWORK

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

NEID

PO BOX 24
WATERTOWN,MA02471 		NONE   TO FUND OPERATING NEEDS 3,727

OCEAN CONSERVANCY

1300 19TH STREET NW
WASHINGTON,DC20036 		NONE   TO FUND OPERATING NEEDS 25,000

OX RIDGE FOUNDATION

512 MIDDLESEX DRIVE
DARIEN,CT06820 		NONE   TO FUND OPERATING NEEDS 3,000

PARAMOUNT THEATER

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

PBS FOUNDATION

2100 CRYSTAL DRIVE
ARLINGTON,VA22202 		NONE   TO FUND OPERATING NEEDS 10,000

PHYSICIANS FOR REPRODUCTIVE CHOICE

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

PIEDMONT CASA

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

PIEDMONT ENVIRONMENT COUNCIL

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

PLANNED PARENTHOOD FEDERATION

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

PLANNED PARENTHOOD LGE OF MASS

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

PORTLAND MUSEUM OF ART

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

PROUTS NECK ASSOCIATION

499 BLACK POINT ROAD
SCARBOROUGH,ME04074 		NONE   TO FUND OPERATING NEEDS 1,500

PROUTS NECK AUDOBON SOCIETY

11 BROWN STREET
CAMBRIDGE,MA02138 		NONE   TO FUND OPERATING NEEDS 1,000

PROUTS NECK HISTORICAL SOCIETY

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

PUBLIC HEALTH INSTITUTE

555 12TH STREET 10TH FL
OAKLAND,CA94607 		NONE   TO FUND OPERATING NEEDS 80,000

RACHEL'S NETWORK

1200 18TH ST NW STE 910
WASHINGTON,DC20036 		NONE   TO FUND OPERATING NEEDS 24,874

RENNSELAER ALUMNI ASSOCIATION

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

RH REALITY CHECK (REWIRE)

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

RIVANNA CONSERVATION ALLIANCE

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

ROCKING THE BOAT

812 EDGEWATER ROAD
BRONX,NY10474 		NONE   TO FUND OPERATING NEEDS 5,000

RON BROWN SCHOLAR FUND

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

SC COASTAL CONSERVATION LEAGUE

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

SCARBOROUGH LAND CONSERVATION TRUST

PO BOX 1237
SCARBOROUGH,ME04070 		NONE   TO FUND OPERATING NEEDS 14,100

SELC

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

SEXUALITY INFO & EDUC COUNCIL OF US

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

SMALL DISCRETIONARY GRANTS--VARIOUS

232 EAST HIGH STREET
CHARLOTTESVILLE,VA22902 		NONE   TO FUND OPERATING NEEDS 12,508

SOLAR UNITED NEIGHBORS

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

SOUTHERN ALLIANCE CLEAN ENERGY

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

SPECIAL OLYMPICS MAINE

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

SQUASH EDUCATION ALLIANCE

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

ST LUKES PARISH SCHOOL

1864 POST ROAD
DARIEN,CT06820 		NONE   TO FUND OPERATING NEEDS 2,535

ST LUKE EPISCOPAL CHURCH

1864 POST ROAD
DARIEN,CT06820 		NONE   TO PROVIDE OPERATING NEEDS 1,648

ST JAMES EPISCOPAL CHURCH

13 FEDERAL STREET
BRUNSWICK,ME04011 		NONE   TO FUND OPERATING NEEDS 675

STAND

1 HAIGHT STREET
SAN FRANCISCO,CA94102 		NONE   TO FUND OPERATING NEEDS 50,000

SUSAN L CURTIS FOUNDATION

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

TABOR ACADEMY

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

TANZANIAN CHILDREN'S FUND

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

TEXAS A&M UNIVERSITY

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

THE DARIEN FOUNDATION

PO BOX 1714
DARIEN,CT06820 		NONE   TO FUND OPERATING NEEDS 3,000

THE HEALTH WAGON

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

THE HILL SCHOOL

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

THE LANDING SCHOOL

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

THE MUNICIPAL BAND OF CVILLE INC

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

THE SIERRA CLUB FOUNDATION

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

THE TAFT SCHOOL

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

THE WOMEN'S INITIATIVE

1101 E HIGH STREET
CHARLOTTESVILLE,VA22902 		NONE   TO FUND OPERATING NEEDS 7,000

THOMAS JEFFERSON FOUNDATION

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

TRUSTEES FOR ALASKA

1026 W 4TH AVE STE 201
ANCHORAGE,AK99501 		NONE   TO FUND OPERATING NEEDS 110,000

TUFTS UNIVERSITY SCHOOL OF MEDICINE

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

UN FOUNDATION

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

UNIVERSITY OF RICHMOND OFFICE ADV

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

UVA MILLER CENTER - PUBLIC AFFAIRS

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

UVA OFFICE OF TELEMEDICINE

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

VINCENT MEMORIAL HOSPITAL FOUNDATIO

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

VIRGINIA CONSERVATION NETWORK

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

VIRGINIA HUMANITIES

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

VIRGINIA INTERFAITH POWER AND LIGHT

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

VIRGINIA ORGANIZING

703 CONCORD AVENUE
CHARLOTTESVILLE,VA22903 		NONE   TO FUND OPERATING NEEDS 90,000

WETLANDS WATCH

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

WHOLE WOMEN'S HEALTH

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

WIKIMEDIA FOUNDATION

1 MONTGOMERY STREET
SUITE 1600
SAN FRANCISCO,CA94104 		NONE   TO FUND OPERATING NEEDS 5,000

WILLIAMS COLLEGE

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

WILLIAMSTOWN THEATRE FESTIVAL

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

WOODS HOLE OCEANOGRAPHIC INST

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

WVTF PUBLIC RADIO

3520 KINGSBURY LANE
ROANOKE,VA24014 		NONE   TO FUND OPERATING NEEDS 8,000

NEW ENGLAND FORESTRY FOUNDATION

32 FOSTER STREET
LITTLETON,MA01460 		NONE   TO FUND OPERATING NEEDS 5,000

DEXTER SOUTHFIELD SCHOOL

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

BOYS AND GIRLS CLUB BOSTON

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

DOCTORS WITHOUT BORDERS

40 RECTOR STREET
NEW YORK,NY10006 		NONE   TO FUND OPERATING NEEDS 20,000

THE PRESIDENTIAL PRECINCT

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

KETCHA OUTDOORS

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

PROUTS NECK CONSERVANCY

PO BOX 1261
SCARBOROUGH,ME04070 		NONE   TO FUND OPERATING NEEDS 25,000

MASSACHUSETTS GENERAL HOSPITAL

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

SOCIAL GOOD FUND

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

FRIENDS OF VITALIA

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

LAND TRUST ALLIANCE

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

FLORIDA RISING TOGETHER

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

NEW GEORGIA PROJECT

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

MIAMI CLIMATE ALLIANCE

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

TIDES FOUNDATION

PO BOX 889389
LOS ANGELES,CA90088 		NONE   TO FUND OPERATING NEEDS 50,000

YALE SCHOOL OF MEDICINE

333 CEDAR STREET
NEW HAVEN,CT06510 		NONE   TO FUND OPERATING NEEDS 10,000

BOTANICAL GARDEN OF THE PIEDMONT

950 MELBOURNE ROAD
CHARLOTTESVILLE,VA22901 		NONE   TO FUND OPERATING NEEDS 10,000

MAYO CLINIC

200 FIRST STREET SW
ROCHESTER,MN55905 		NONE   TO FUND OPERATING NEEDS 50,000

CAMPAIGN LEGAL CENTER

1101 14TH STREET NW 400
WASHINGTON,DC20005 		NONE   TO FUND OPERATING NEEDS 20,000

PIEDMONT VIRGINIA COMMUNITY COLLEGE

501 COLLEGE DRIVE
CHARLOTTESVILLE,VA22902 		NONE   TO FUND OPERATING NEEDS 10,000

VALLEY CHILDREN'S ADVOCACY CENTER

1105 GREENVILLE AVE
STAUNTON,VA24401 		NONE   TO FUND OPERATING NEEDS 1,000

AMERICAN CIVIL LIBERTIES UNION

125 BROAD STREET
18TH FLOOR
NEW YORK,NY10004 		NONE   TO FUND OPERATING NEEDS 5,000

HOSPICE OF THE PIEDMONT

675 PETER JEFFERSON PRKWY
SUITE 300
CHARLOTTESVILLE,VA22911 		NONE   TO FUND OPERATING NEEDS 10,000

CONNECTICUT RC&D

1066 SAYBROOK ROAD
1066 SAYBROOK ROAD
HADDAM,CT06438 		NONE   TO FUND OPERATING NEEDS 5,000

ENVIRONMENTAL GRANTMAKING AGENCY

475 RIVERSIDE DRIVE
SUITE 960
NEW YORK,NY10115 		NONE   TO FUND OPERATING FUNDS 9,127

VA DISTRIBUTED SOLAR ALLIANCE

100 SHOCKHOE SLIP
THIRD FLOOR
RICHMOND,VA23219 		NONE   TO FUND OPERATING NEEDS 15,000

ENERGY RIGHT

210 EAST FRANKLIN STREET
UNIT C
RICHMOND,VA23219 		NONE   TO FUND OPERATING NEEDS 15,000

HOPEWELL FUND

1828 L STREET NW
WASHINGTON,DC20036 		NONE   TO FUND OPERATING NEEDS 75,000

EUKI INC

1111 BROADWAY 3RD FLOOR
OAKLAND,CA94607 		NONE   TO FUND OPERATING NEEDS 50,000

REPRO RISING VA FOUNDATION

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

CAMBRIDGE REPRODUCTIVE HEALTH CONS

1770 MASSACHUSETTS AVE
SUITE 180
CAMBRIDGE,MA02140 		NONE   TO FUND OPERATING NEEDS 25,000

PLANNED PARENTHOOD PACIFIC SW

1075 CAMINO DEL RIO SOUTH
SAN DIEGO,CA92108 		NONE   TO FUND OPERATING NEEDS 25,000

BOSTON SYMPHONY HALL

301 MASSACHUSETTS AVE
BOSTON,MA02115 		NONE   TO FUND OPERATING NEEDS 2,412
Total .................................right arrow 3a 5,928,366
bApproved for future payment
Total ................................. right arrow 3b  
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 ........... 		    14 402,406  
4 Dividends and interest from securities ....     14 2,172,070  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     18    
8 Gain or (loss) from sales of assets other than
inventory ............ 		    14 920,492  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aMISCELLANEOUS 		    1 1,643  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   3,496,611  
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,496,611
(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:
WESTWIND FOUNDATION
EIN:
52-6358830
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
  19,815 19,815 19,815  

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

TY 2024 DepreciationSchedule
Name:
WESTWIND FOUNDATION
EIN:
52-6358830
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
APPLE MACBOOK AIR 2015-10-30 1,276 1,276 200DB 5.0000        
APPLE MACBOOK AIR 2015-12-09 1,157 1,157 200DB 5.0000        

TY 2024 InvestmentsCorpBondsSchedule
Name:
WESTWIND FOUNDATION
EIN:
52-6358830
Name of Bond End of Year Book Value End of Year Fair Market Value
CORPORATE BONDS - SMA 3,069,755 3,038,751

TY 2024 InvestmentsCorpStockSchedule
Name:
WESTWIND FOUNDATION
EIN:
52-6358830
Name of Stock End of Year Book Value End of Year Fair Market Value
FIDELITY ACCOUNT 5488 66,929,192 115,416,785
STIFEL ACCOUNT 69,000 63,486
VIRGINIA NATIONAL BANK    

TY 2024 InvestmentsGovtObligationsSch
Name:
WESTWIND FOUNDATION
EIN:
52-6358830
US Government Securities - End of Year Book Value:

2,135,889
US Government Securities - End of Year Fair Market Value:

2,153,702
State & Local Government Securities - End of Year Book Value:


405,741
State & Local Government Securities - End of Year Fair Market Value:


406,888


TY 2024 InvestmentsOtherSchedule2
Name:
WESTWIND FOUNDATION
EIN:
52-6358830
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
GOLD BOULLION AT COST 8,360,916 14,609,498
FIDELITY SMA OTHER AT COST 1,160,165 1,159,598

TY 2024 LandEtcSchedule2
Name:
WESTWIND FOUNDATION
EIN:
52-6358830
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
APPLE MACBOOK AIR 2,433 2,433    
APPLE MACBOOK AIR        


TY 2024 LegalFeesSchedule
Name:
WESTWIND FOUNDATION
EIN:
52-6358830
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INDIRECT LEGAL FEES 2,000 2,000 2,000  


TY 2024 OtherAssetsSchedule
Name:
WESTWIND FOUNDATION
EIN:
52-6358830
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PENNELL VENTURE PARTNERS 9,513    
PENNELL VENTURE MARATHON 3,267 1,321 1,321
LEEDS EQUITY PARTNERS VII LP 762,384 1,182,457 1,182,457
FIDELITY DISTRESSED OPPORTUNITIES 734,120 393,813 393,813
LEEDS EQUITY PARTNERS VIII LP   -2,817  
DUE FROM OTHERS 1,201 1,201 1,201
DUE FROM TALL OAKS 4,732    
OVERPAYMENT OF CREDIT CARD 12,268 1,611 1,611
DIVIDEND RECEIVABLE 3,963 393 393
PENNELL VENTURES PARTNERS RECEIVABLE   10,000 10,000


TY 2024 OtherExpensesSchedule
Name:
WESTWIND FOUNDATION
EIN:
52-6358830
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
FLOW THROUGH LOSSES FROM PART 21 21 21  
INVESTMENT INTEREST EXP P/S 3,974 3,974 3,974  
PORTFOLIO DEDUCTIONS FROM P/S 6,064 6,064 6,064  
GENERAL AND ADMINISTRATIVE 32,479 32,479 32,479  
INFORMATION TECHNOLOGY 10,017 10,017 10,017  
INVESTMENT COSTS 21,202 21,202 21,202  
RESEARCH 12,034 12,034 12,034  
PROGRAM EXPENSES 5,661 5,661 5,661  
BANK CHARGES 1,957 1,957 1,957  
MISCELLANEOUS        
POSTAGE        
ONLINE SERVICES        
UTLITIES        
OFFICE CLEANING 540 540 540  


TY 2024 OtherIncomeSchedule2
Name:
WESTWIND FOUNDATION
EIN:
52-6358830
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MISCELLANEOUS 1,643   1,643


TY 2024 OtherLiabilitiesSchedule
Name:
WESTWIND FOUNDATION
EIN:
52-6358830
Description Beginning of Year - Book Value End of Year - Book Value
MISCELLANEOUS   2,051


TY 2024 OtherProfessionalFeesSchedule
Name:
WESTWIND FOUNDATION
EIN:
52-6358830
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL SERVICE FEES 2,200 2,200 2,200  
ACCOUNT FEES 594 594 594  
OTHER CONSULTING 290,000 290,000 290,000  


TY 2024 TaxesSchedule
Name:
WESTWIND FOUNDATION
EIN:
52-6358830
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INCOME TAXES 21,469   21,469  
FOREIGN TAXES PAID 57,392 57,392 57,392