Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
Wescustogo Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address) 1644 Lands End Village
 
Room/suite
City or town
Captiva
State or province
FL
Country  
ZIP or foreign postal code
33924
A Employer identification number

20-3848164
B Telephone number (see instructions)

9177331883
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$76,924,842
J 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) 2,813,518
2 Check .................
3 Interest on savings and temporary cash investments 2,234 2,234  
4 Dividends and interest from securities... 1,729,113 1,729,113  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 15,124
b Gross sales price for all assets on line 6a 1,951,574
7 Capital gain net income (from Part IV, line 2)... 15,124
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........ 4,559,989 1,746,471  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 3,600 1,800   1,800
c Other professional fees (attach schedule).... 267,227 211,742   55,485
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 37,878 22,878   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 308,705 236,420   57,285
25 Contributions, gifts, grants paid....... 3,398,719 3,398,719
26 Total expenses and disbursements. Add lines 24 and 25 ................ 3,707,424 236,420   3,456,004
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 852,565
b Net investment income (if negative, enter -0-) 1,510,051
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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......... 2,983,234 833,951 833,951
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
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)....... 74,265,841 Click to see attachment
List of Attached Documents:
// Content
74,999,417
74,999,417
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 653,532 Click to see attachment
List of Attached Documents:
// Content
1,071,444
1,071,444
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
32,740
Click to see attachment
List of Attached Documents:
// Content
20,030
Click to see attachment
List of Attached Documents:
// Content
20,030
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 77,935,347 76,924,842 76,924,842
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 )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 77,935,347 76,924,842
29 Total net assets or fund balances (see instructions)..... 77,935,347 76,924,842
30 Total liabilities and net assets/fund balances (see instructions). 77,935,347 76,924,842
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
77,935,347
2
Enter amount from Part I, line 27a .....................
2
852,565
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
13,814
4
Add lines 1, 2, and 3 ..........................
4
78,801,726
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
1,876,884
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
76,924,842
Form 990-PF (2025)
Form 990-PF (2025)
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
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 1,951,574   1,936,450 15,124
b
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       15,124
b
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 15,124
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 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 20,990
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 20,990
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 20,990
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 24,061
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 24,061
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
8 135
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 2,936
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax2,936 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 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)
ME
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 2025 or the taxable year beginning in 2025? 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 instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofRobert S Nanovic Telephone no. (917) 733-1883

Located at1644 Lands End VillageCaptivaFL ZIP+433924
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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
Robert S Nanovic President
1.00
0 0 0
1644 Lands End Village
Captiva,FL33924
Kathryn M Nanovic-Morlet Treasurer
1.00
0 0 0
1644 Lands End Village
Captiva,FL33924
Rebecca E Lin Secretary
1.00
0 0 0
1644 Lands End Village
Captiva,FL33924
Elizabeth E Nanovic Director (end 3/2025)
1.00
0 0 0
1644 Lands End Village
Captiva,FL33924
Robert T Nanovic Director
1.00
0 0 0
1644 Lands End Village
Captiva,FL33924
Emmanuel Morlet Director
1.00
0 0 0
1644 Lands End Village
Captiva,FL33924
Anne Nanovic Director
1.00
0 0 0
1644 Lands End Village
Captiva,FL33924
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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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
Florida Trust Wealth Management Investment management 211,742
2450 Periwinkle Way
Sanibel Island,FL33957
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  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
76,138,010
b
Average of monthly cash balances.......................
1b
2,474,403
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
78,612,413
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
78,612,413
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,179,186
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
77,433,227
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
3,871,661
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
3,871,661
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
20,990
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
20,990
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,850,671
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
3,850,671
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
3,850,671
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, line 26, column (d) ..........
1a
3,456,004
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
3,456,004
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2024
(c)
2024
(d)
2025
1 Distributable amount for 2025 from Part X, line 7 3,850,671
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 3,444,660
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 3,456,004
a Applied to 2024, but not more than line 2a 3,444,660
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 2025 distributable amount..... 11,344
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 ..........
3,839,327
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 2020 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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).)
Robert S Nanovic
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 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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

Association for Autism and Neurodiversity Inc

85 Main Street 3
Watertown,MA02472
N/A   General Support 60,000

Center for Contemporary Printmaking

299 West Avenue
Norwalk,CT06850
N/A   General Support 12,500

Center for Maine Contemporary Art

21 Winter Street
Rockland,ME04841
N/A   General Support 30,000

Charitable Foundation of the Islands Inc

PO Box 1429
Sanibel,FL33957
N/A   General Support 20,000

Charityvest Inc

55 Walls Drive 302
Fairfield,CT06824
N/A   Wescustogo Spring Charity Fund 322,345

Citizens Campaign Fund for the Environment

225 A Main Street
Farmingdale,NY11735
N/A   General Support 30,000

Citymeals on Wheels

355 Lexington Avenue
New York,NY10017
N/A   General Support 50,000

Clinic for the Rehabilitation of Wildlife Inc

PO Box 150
Sanibel,FL33957
N/A   General Support 10,000

Coastal Rivers Conservation Trust

PO Box 333
Damariscotta,ME04543
N/A   General Support 20,000

Cornell University

377 Pine Tree Road
Ithaca,NY14850
N/A   Weill Cornell Medicine 125,061

Ding Darling Wildlife Society

1 Wildlife Drive
Sanibel,FL33957
N/A   General Support 60,000

Fairfield County's Community Foundation

40 Richards Avenue
Norwalk,CT06854
N/A   General Support 30,000

Family & Children's Agency

9 Mott Avenue 4th Floor
Norwalk,CT06850
N/A   General Support 35,000

Fish of Sanibel-Captiva Inc

2430 Periwinkle Way Suite B
Sanibel,FL33957
N/A   General Support 50,000

Food Bank of Lower Fairfield County Inc

461 Glenbrook Road
Stamford,CT06906
N/A   General Support 40,000

French Institute-Alliance Francaise

22 East 60th Street
New York,NY10022
N/A   Crossing the Line Festival 25,000

Friends of the Norwalk River Valley Trail Inc

PO Box 174
Georgetown,CT06829
N/A   General Support 8,000

Good Shepherd Food Bank

PO Box 1807
Auburn,ME042111807
N/A   General Support 80,000

Greater Lovell Land Trust Inc

PO Box 225
Lovell,ME04051
N/A   General Support 10,000

Gulf of Maine Research Institute

350 Commercial Street
Portland,ME04101
N/A   General Support 50,000

Hope Acts

14 Sherman Street
Portland,ME04101
N/A   General Support 50,000

Kezar Lake Association

PO Box 88
Lovell,ME040510088
N/A   General Support 10,000

Lifeflight of Maine LLC

189 Odlin Road
Bangor,ME04401
N/A   General Support 45,000

Maine Audubon

20 Gilsland Farm Road
Falmouth,ME04105
N/A   General Support 10,000

Maine Center for Coastal Fisheries

PO Box 27
Stonington,ME04681
N/A   General Support 25,000

Maine Farmland Trust

97 Main Street
Belfast,ME04915
N/A   General Support 10,000

Maine Historical Society

489 Congress Street
Portland,ME04101
N/A   General Support 20,000

Maine Maritime Museum

243 Washington Street
Bath,ME04530
N/A   General Support 15,000

MaineHealth

22 Bramhall Street
Portland,ME04102
N/A   General Support 260,092

Mercy Hospital

175 Fore River Parkway
Portland,ME04102
N/A   McAuley House $50,000, Pediatric Behavioral Health $50,000, General Operations $50,000 150,000

Mid Coast Hunger Prevention Program

12 Tenney Way
Brunswick,ME04011
N/A   General Support 35,000

Midcoast Conservancy

290 US Route 1
Edgecomb,ME04556
N/A   General Support 45,000

Nature Conservancy Inc

4245 North Fairfax Drive Suite 100
Arlington,VA22203
N/A   General Support 200,178

New York City Ballet

20 Lincoln Center Plaza
New York,NY10023
N/A   General Support 50,000

New York Community Trust

909 Third Avenue 22nd Floor
New York,NY10022
N/A   General Support 50,000

North Yarmouth Historical Society

10 Village Square Road
North Yarmouth,ME04097
N/A   General Support 10,000

Northeast Historic Film

PO Box 900
Bucksport,ME04416
N/A   General Support 15,000

Norwalk Hospital Foundation

34 Maple Street
Norwalk,CT06850
N/A   Norwalk Hospital Cancer Center 50,000

Olympia Snowe Women's Leadership Institute

One Canal Plaza Suite 501
Portland,ME041014083
N/A   General Support 50,000

Original Music Workshop

80 North 6th Street
Brooklyn,NY11249
N/A   For artistic programming 50,044

Person to Person Inc

1864 Post Road
Darien,CT068205802
N/A   General Support 45,000

Portland Maine Symphony Orchestra

85 Exchange Street
Portland,ME04101
N/A   General Support 150,083

Portland Museum of Art

7 Congress Square
Portland,ME04101
N/A   General Support 150,083

Preble Street

55 Portland Street
Portland,ME04101
N/A   General Support 125,000

Recess Activities Inc

48 Washington Avenue
Brooklyn,NY11205
N/A   General Support 20,000

Riverkeeper Inc

20 Secor Road
Ossining,NY10562
N/A   General Support 110,057

Royal River Conservation Trust

PO Box 90
Yarmouth,ME04096
N/A   General Support 10,000

Sanibel-Captiva Conservation Foundation

PO Box 839
Sanibel,FL33957
N/A   General Support 110,138

Save The Sound

127 Church Street
New Haven,CT06510
N/A   General Support 25,000

Seventh Regiment Armory Conservancy

643 Park Avenue
New York,NY10065
N/A   Artistic Programming/General Support 100,138

Shed NYC

545 West 30th Street
New York,NY10001
N/A   $50,000 Open Call Program/$25,000 Programming 75,000

Space Gallery

538 Congress Street
Portland,ME041013310
N/A   General Support 10,000

Susan L Curtis Foundation

1321 Washington Avenue
Portland,ME04103
N/A   General Support 30,000

The Cromwell Center for Disabilities Awareness

97A Exchange Street Suite 205
Portland,ME041015016
N/A   General Support 10,000

The Fire Island Lighthouse Preservation Society Inc

4640 Captree Island
Captree Island,NY11702
N/A   General Support 25,000

Waldo Theater Inc

PO Box 587
Waldoboro,ME04572
N/A   General Support 5,000

Wayside Food Programs

PO Box 1278
Portland,ME04104
N/A   General Support 60,000

West Side Center for Community Life Inc

263 West 86th Street
New York,NY10024
N/A   General Support 120,000
Total ................................. 3a 3,398,719
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
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 2,234  
4 Dividends and interest from securities ....     14 1,729,113  
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 15,124  
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 1,746,471 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,746,471
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

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

20-3848164
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 2025) Page 2
Name of organization
Wescustogo Foundation
 
Employer identification number
20-3848164
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
1
Robert S Nanovic 2017 Charitable Lead Annuity Trust
 
PO Box 927
 
Captiva, FL339240927

$ 2,813,518


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
Wescustogo Foundation
 
Employer identification number

20-3848164
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
Publicly traded securities. $ 2,230,363 2025-11-12
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
Wescustogo Foundation
 
Employer identification number

20-3848164
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2025 AccountingFeesSchedule
Name:
Wescustogo Foundation
EIN:
20-3848164
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Accounting fees 3,600 1,800   1,800

TY 2025 InvestmentsCorpStockSchedule
Name:
Wescustogo Foundation
EIN:
20-3848164
Name of Stock End of Year Book Value End of Year Fair Market Value
600 units ABBV 137,094 137,094
215 units ADBE 75,248 75,248
761 units AMD 162,976 162,976
552 units GOOG 173,218 173,218
1000 units AMZN 230,820 230,820
226 units AMGN 73,972 73,972
500 units AAPL 135,930 135,930
35 units BKNG 187,437 187,437
3000 units CMG 111,000 111,000
1600 units GLW 140,096 140,096
300 units CMI 153,135 153,135
125 units LLY 134,335 134,335
600 units EMR 79,632 79,632
490 units XOM 58,967 58,967
1500 units FTNT 119,115 119,115
400 units IBM 118,484 118,484
95 units INTU 62,930 62,930
800 units JPM 257,776 257,776
700 units JNJ 144,865 144,865
150 units LMT 72,551 72,551
550 units MSFT 265,991 265,991
1416 units NEE 113,676 113,676
624 units QCOM 106,735 106,735
369 units CRM 97,752 97,752
300 units SYK 105,441 105,441
313 units TSLA 140,762 140,762
18659 units HD 6,420,562 6,420,562
650 units DIS 73,951 73,951
794 units TJX 121,966 121,966
1628 units UPS 161,481 161,481
130 units UNH 42,914 42,914
215 units ACN 57,684 57,684
129 units ASML 138,012 138,012
3330 units BN 152,814 152,814
650 units CB 202,878 202,878
2870 units ENB 137,272 137,272
16384.489 units DFIEX 332,441 332,441
3300 units ABBV 754,017 754,017
872 units ADBE 305,191 305,191
3156 units AMD 675,889 675,889
2207 units GOOG 692,557 692,557
3800 units AMZN 877,116 877,116
1358 units AMGN 444,487 444,487
2700 units AAPL 734,022 734,022
2000 units BRKB 1,005,300 1,005,300
220 units BKNG 1,178,173 1,178,173
20000 units CMG 740,000 740,000
8500 units GLW 744,260 744,260
2000 units CMI 1,020,900 1,020,900
400 units LLY 429,872 429,872
3500 units EMR 464,520 464,520
5840 units XOM 702,785 702,785
8725 units FTNT 692,852 692,852
3710 units IBM 1,098,939 1,098,939
657 units INTU 435,210 435,210
2000 units JPM 644,440 644,440
2447 units JNJ 506,407 506,407
1400 units LMT 677,138 677,138
1650 units MSFT 797,973 797,973
4550 units NEE 365,274 365,274
6173 units QCOM 1,055,892 1,055,892
2750 units CRM 728,502 728,502
800 units SYK 281,176 281,176
1000 units TSLA 449,720 449,720
106604 units HD 36,682,436 36,682,436
12850 units DIS 1,461,944 1,461,944
5210 units UPS 516,780 516,780
1035 units UNH 341,664 341,664
950 units ACN 254,885 254,885
643 units ASML 687,920 687,920
26730 units BN 1,226,640 1,226,640
2140 units CB 667,937 667,937
15710 units ENB 751,409 751,409
4920 units TSM 1,495,139 1,495,139
54614.964 units DFIEX 1,108,138 1,108,138

TY 2025 InvestmentsOtherSchedule2
Name:
Wescustogo Foundation
EIN:
20-3848164
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
3400 units IAU FMV 275,978 275,978
9800 units IAU FMV 795,466 795,466

TY 2025 OtherAssetsSchedule
Name:
Wescustogo Foundation
EIN:
20-3848164
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
Accrued income 32,740 20,030 20,030


TY 2025 OtherDecreasesSchedule
Name:
Wescustogo Foundation
EIN:
20-3848164
Description Amount
Current year unrealized loss on investments 863,865
Book-to-tax income timing differences 6,580
Net book-to-tax adjustments, stock grants received and paid 1,006,439


TY 2025 OtherIncreasesSchedule
Name:
Wescustogo Foundation
EIN:
20-3848164
Description Amount
Excise tax refunds 13,814


TY 2025 OtherProfessionalFeesSchedule
Name:
Wescustogo Foundation
EIN:
20-3848164
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment fees 211,742 211,742   0
Administration fees 55,485 0   55,485


TY 2025 TaxesSchedule
Name:
Wescustogo Foundation
EIN:
20-3848164
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Foreign taxes 22,878 22,878   0
Excise taxes 15,000 0   0