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
THE WELLER FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 4512
  Room/suite
City or town
DANBURY
State or province
CT
Country  
ZIP or foreign postal code
06813
A Employer identification number

06-6068987
B Telephone number (see instructions)

4753956397
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)$4,356,906J 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 .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 109,485 109,485  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 98,949
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 98,949
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........ 208,434 208,434  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 60,205 750   59,455
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
14,972 0   14,972
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
5,654 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 2,231 0   2,231
21 Travel, conferences, and meetings....... 1,976 0   1,976
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
9,547 0   9,547
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 94,585 750   88,181
25 Contributions, gifts, grants paid....... 78,450 78,450
26 Total expenses and disbursements. Add lines 24 and 25 ................ 173,035 750   166,631
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 35,399
b Net investment income (if negative, enter -0-) 207,684
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......... 87,291 52,499 52,499
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)....... 1,821,021 Click to see attachment
List of Attached Documents:
// Content
1,881,580 		3,852,118
c Investments—corporate bonds (attach schedule)....... 419,151 Click to see attachment
List of Attached Documents:
// Content
429,483 		452,289
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,327,463 2,363,562 4,356,906
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........ 2,327,463 2,363,562
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 2,327,463 2,363,562
30 Total liabilities and net assets/fund balances (see instructions). 2,327,463 2,363,562
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,327,463
2
Enter amount from Part I, line 27a .....................
2
35,399
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
700
4
Add lines 1, 2, and 3 ..........................
4
2,363,562
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
2,363,562
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 CAPITAL GAIN DISTRIBUTIONS P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a       54,717
b       44,232
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       54,717
b       44,232
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 98,949
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 2,887
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 2,887
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 2,887
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 3,700
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 3,700
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 813
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax813 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)
CT
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 instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressBARTONWELLERFOUNDATION.COM
14
The books are in care ofTHE FOUNDATION Telephone no. (475) 395-6397

Located atPO BOX 4512DANBURYCT ZIP+406813
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)
 
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 ........
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)
Yes
 
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........
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
MICHAEL J SMITH VICE CHAIRMAN & TRUSTEE
1.00 		5,400 0 0
151 WILTON ROAD EAST
RIDGEFIELD,CT06877
BRIAN E SKINNER TREASURER & TRUSTEE
1.00 		5,400 0 0
101 SILVER CREEK LANE
NORWALK,CT06850
JOANNE E DAVIES TRUSTEE
2.00 		5,400 0 0
57 HESSEKY MEADOW ROAD
WOODBURY,CT06798
MATTHEW J LANG CHAIRMAN & TRUSTEE
2.00 		5,400 0 0
50 SHADOWS END LANE
MILFORD,CT06460
STEPHANIE M BAKER FOUNDATION MANAGER
10.00 		33,205 0 0
257 MIMOSA CIRCLE
RIDGEFIELD,CT06877
MICHAEL P ZABINSKI TRUSTEE
1.00 		5,400 0 0
102 SHOREFRONT STREET
MILFORD,CT06460
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 NOT APPLICABLE 0
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................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
4,116,429
b
Average of monthly cash balances.......................
1b
65,732
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
4,182,161
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
4,182,161
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
62,732
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,119,429
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
205,971
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
205,971
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
2,887
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,887
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
203,084
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
203,084
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
203,084
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
166,631
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
166,631
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 7 203,084
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 163,473
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: $ 166,631
a Applied to 2024, but not more than line 2a 163,473
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..... 3,158
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 .......... 		199,926
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).)
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 e-mail address of the person to whom applications should be addressed:
STEPHANIE M BAKER
PO BOX 4512
DANBURY,CT06813
(475) 395-6397
bThe form in which applications should be submitted and information and materials they should include:
THE APPLICANT MUST VERIFY THAT THEY ARE A QUALIFIED CHARITABLE ORGANIZATION
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
USUALLY LIMITED TO THE CONNECTICUT TOWNS OF NEWTOWN, MONROE, TRUMBULL, SHELTON AND REDDING.
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
STEPHANIE M BAKER
PO BOX 4512
DANBURY,CT06813
(475) 395-6397
bThe form in which applications should be submitted and information and materials they should include:
SENIORS FROM JOEL BARLOW, MASUK, NEWTOWN, SHELTON AND TRUMBULL HIGH SCHOOLS MUST SUBMIT A PROJECT OUTLINE TO BE DEVELOPED DURING THE ACADEMIC YEAR. THE STUDENT'S PROPOSED PROJECT OF NO MORE THAN 2 PAGES MUST OUTLINE THE PROJECT AND THE PROPOSAL. THE PROPOSALS WILL BE JUDGED BY THE FOUNDATION TRUSTEES. UP TO FIVE FINALIST WILL BE SELECTED FROM AMONG THE PROPOSALS. THE SCHOLARSHIP RECIPIENT IS AWARDED BASED ON THE RULES AND REGULATIONS ESTABLISHED BY THE FOUNDATION.
cAny submission deadlines:
PROPOSED PROJECTS DUE EARLY OCTOBER. MID-PROJECT REVIEW IN JANUARY. PROJECTS DUE EARLY MARCH.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
LIMITED TO FULL-TIME STUDENTS AT THE ABOVE NAMED FIVE AREA HIGH SCHOOLS.
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
STEPHANIE M BAKER
PO BOX 4512
DANBURY,CT06813
(475) 395-6397
bThe form in which applications should be submitted and information and materials they should include:
NO APPLICATION IS REQUIRED. RECIPIENTS ARE SELECTED BY THE INDIVIDUAL HIGH SCHOOL FACULTY.
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
STEPHANIE M BAKER
PO BOX 4512
DANBURY,CT06813
(475) 395-6397
bThe form in which applications should be submitted and information and materials they should include:
NO APPLICATION IS REQUIRED. RECIPIENTS ARE SELECTED BY THE INDIVIDUAL HIGH SCHOOL FACULTY.
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
STEPHANIE M BAKER
PO BOX 4512
DANBURY,CT06813
(475) 395-6397
bThe form in which applications should be submitted and information and materials they should include:
NO APPLICATION IS REQUIRED. RECIPIENTS ARE SELECTED BY THE INDIVIDUAL HIGH SCHOOL FACULTY.
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
STEPHANIE M BAKER
PO BOX 4512
DANBURY,CT06813
(475) 395-6397
bThe form in which applications should be submitted and information and materials they should include:
DETAILS ON THE VOCATIONAL SCHOOL APPLICANT PLANS TO ATTEND AND A COPY OF THE STUDENT'S TRANSCRIPT.
cAny submission deadlines:
APPLICATION DEADLINE IS MID-MARCH
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE VOCATIONAL INSTITUTION NEEDS TO VERIFY REIPIENT'S PROGRAM AND TUITION.
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
STEPHANIE M BAKER
PO BOX 4512
DANBURY,CT06813
(475) 395-6397
bThe form in which applications should be submitted and information and materials they should include:
THE COMPLETED APPLICATION SHOULD BE MAILED TO THE TOWN'S SUPERINTENDENT OF SCHOOLS. PROVIDE A BRIEF DESCRIPTION OF A SUCCESSFUL INPLEMENTATION OF A CURRICULUM PROJECT DURING THE CURRENT OR PREVIOUSL YEAR.
cAny submission deadlines:
APPLICATION DEADLINE IS EARLY MARCH
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
CERTIFIED TEACHERS IN GRADES KINDERGARTEN THROUGH FIVE CURRENTLY TEACHING IN PUBLIC SCHOOL IN ONE OF THE FIVE TOWNS. THE AWARD REQUIRES A MINIMUM OF TWO QUALIFIED APPLICANTS.
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
STEPHANIE M BAKER
PO BOX 4512
DANBURY,CT06813
(475) 395-6397
bThe form in which applications should be submitted and information and materials they should include:
NO APPLICATION IS REQUIRED. RECIPIENTS ARE SELECTED BY THE LOCAL COLLEGES BASED ON FINANCIAL NEED.
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
FRESHMAN STUDENTS AT LOCAL COLLEGES WHO ARE FROM ONE OF THE FIVE COMMUNITIES.
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
STEPHANIE M BAKER
PO BOX 4512
DANBURY,CT06813
(475) 395-6397
bThe form in which applications should be submitted and information and materials they should include:
AN APPLICATION STATING INTENDED CAREER, COLLEGE NAME AND PROGRAM SELECTED. ALSO MUST SUBMIT ESSAY, OFFICIAL TRANSCRIPT AND SAT AND/OR ACT SCORES.
cAny submission deadlines:
APPLICATION DEADLINE IS EARLY MARCH
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
APPLICANTS MUST BE SENIORS WHO ARE FULL-TIME STUDENTS AT JOEL BARLOW, MASUK, NEWTOWN, SHELTON OR TRUMBULL HIGH SCHOOLS. APPLICANTS MUST HAVE A MINIMUM GPA OF 3.0 DURING THE FIRST THREE YEARS OF HIGH SCHOOL AND MINIMUM SAT OF 1160 OR ACT SCORE OF 22.
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
STEPHANIE M BAKER
PO BOX 4512
DANBURY,CT06813
(475) 395-6397
bThe form in which applications should be submitted and information and materials they should include:
AN APPLICATION STATING INTENDED MAJOR AND COLLEGES APPLIED FOR ADMISSION. ALSO MUST SUBMIT ESSAY, OFFICIAL TRANSCRIPT, THREE CHARACTER REFERENCES AND SAT AND/OR ACT SCORES
cAny submission deadlines:
APPLICATION DEADLINE IS EARLY MARCH
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
APPLICANTS MUST BE SENIORS WHO ARE FULL-TIME STUDENTS AT JOEL BARLOW, MASUK, NEWTOWN, SHELTON OR TRUMBULL HIGH SCHOOLS. THE APPLICANTS MUST BE ACCEPTED AND SUBSEQUENTLY ENROLLED AT COLLEGE MAJORING IN ELEMENTARY OR SECONDARY EDUCATION. APPLICANTS MUST HAVE A MINIMUM GPA OF 3.0 AND MINIMUM SAT OF 1160 OR ACT SCORE OF 22.
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
STEPHANIE M BAKER
PO BOX 4512
DANBURY,CT06813
(475) 395-6397
bThe form in which applications should be submitted and information and materials they should include:
AN APPLICATION STATING INTENDED MAJOR AND COLLEGES APPLIED FOR ADMISSION. ALSO MUST SUBMIT ESSAY, OFFICIAL TRANSCRIPT, THREE REFERENCES AND SAT AND/OR ACT SCORES
cAny submission deadlines:
APPLICATION DEADLINE IS EARLY MARCH
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
APPLICANTS MUST BE SENIORS WHO ARE FULL-TIME STUDENTS AT JOEL BARLOW, MASUK, NEWTOWN, SHELTON OR TRUMBULL HIGH SCHOOLS. THE APPLICANTS MUST BE ACCEPTED AND SUBSEQUENTLY ENROLLED AT COLLEGE MAJORING IN COMPUTER SCIENCE. APPLICANTS MUST HAVE A MINIMUM GPA OF 3.3 AND MINIMUM SAT OF 1230 OR ACT SCORE OF 23.
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
STEPHANIE M BAKER
PO BOX 4512
DANBURY,CT06813
(475) 395-6397
bThe form in which applications should be submitted and information and materials they should include:
AN APPLICATION STATING INTENDED MAJOR AND COLLEGES APPLIED FOR ADMISSION. ALSO MUST SUBMIT ESSAY, OFFICIAL TRANSCRIPT, THREE REFERENCES AND SAT AND/OR ACT SCORES
cAny submission deadlines:
APPLICATION DEADLINE IS EARLY MARCH
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
APPLICANTS MUST BE SENIORS WHO ARE FULL-TIME STUDENTS AT JOEL BARLOW, MASUK, NEWTOWN, SHELTON OR TRUMBULL HIGH SCHOOLS. THE APPLICANTS MUST BE ACCEPTED AND SUBSEQUENTLY ENROLLED AT COLLEGE MAJORING IN ENGINEERING. APPLICANTS MUST HAVE A MINIMUM GPA OF 3.3 AND MINIMUM SAT OF 1230 OR ACT SCORE OF 23.
Form 990-PF (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
JULIA SPINELLI


1 LIMEKILN ROAD
REDDING,CT06896 		NONE   ELEANOR F. MOORE BUSINESS AWARD RECIPIENT - FOSTER INTEREST IN BUSINESS CAREERS 500
PEIXIAN WEI


168 WHEELER ROAD
MONROE,CT06468 		NONE   ELEANOR F. MOORE BUSINESS AWARD RECIPIENT - FOSTER INTEREST IN BUSINESS CAREERS 500
KATHERINE JARVIS


2 OWL RIDGE LANE
SANDY HOOK,CT06482 		NONE   ELEANOR F. MOORE BUSINESS AWARD RECIPIENT - FOSTER INTEREST IN BUSINESS CAREERS 500
KATIE NAM


1 SLYVESTERS WAY
SHELTON,CT06484 		NONE   ELEANOR F. MOORE BUSINESS AWARD RECIPIENT - FOSTER INTEREST IN BUSINESS CAREERS 500
WILLIAM WICH


47 KILLIAN AVENUE
TRUMBULL,CT06611 		NONE   ELEANOR F. MOORE BUSINESS AWARD RECIPIENT - FOSTER INTEREST IN BUSINESS CAREERS 500
MONICA CHARMOY


75 NOTHWOOD DRIVE
EASTON,CT06612 		NONE   SENIOR SCIENCE AWARD RECIPIENT - FOSTER INTEREST IN SCIENCE CAREERS 500
BEATRICE GRACE


23 CEDAR HILL ROAD
NEWTOWN,CT06470 		NONE   SENIOR SCIENCE AWARD RECIPIENT - FOSTER INTEREST IN SCIENCE CAREERS 500
MARK GEBUZA


22 GRANDISON PLACE
SHELTON,CT06484 		NONE   SENIOR SCIENCE AWARD RECIPIENT - FOSTER INTEREST IN SCIENCE CAREERS 500
RICHARD XIONG


47 CARDINAL CIRCLE
TRUMBULL,CT06611 		NONE   SENIOR SCIENCE AWARD RECIPIENT - FOSTER INTEREST IN SCIENCE CAREERS 500
MARIAN BLAWIE


575 BLACK ROCK TURNPIKE
REDDING,CT06896 		NONE   PAUL W. BROGGI COMMUNICATIONS AWARD RECIPIENT - FOSTER INTEREST IN COMMUNICATIONS CAREERS 500
CHLOE DUBOIS


107 LANTERN DRIVE
MONROE,CT06468 		NONE   PAUL W. BROGGI COMMUNICATIONS AWARD RECIPIENT - FOSTER INTEREST IN COMMUNICATIONS CAREERS 500
MOIRA MURPHY


9 CHESTNUT KNOLL DRIVE
SANDY HOOK,CT06482 		NONE   PAUL W. BROGGI COMMUNICATIONS AWARD RECIPIENT - FOSTER INTEREST IN COMMUNICATIONS CAREERS 500
SARA KUBICKO


22 OLD TREE FARM LANE
TRUMBULL,CT06611 		NONE   PAUL W. BROGGI COMMUNICATIONS AWARD RECIPIENT - FOSTER INTEREST IN COMMUNICATIONS CAREERS 500
BRADY DUNN


7 FAR HORIZON
SANDY HOOK,CT06482 		NONE   VINCENT VOCCIA VOCATIONAL AWARD RECIPIENT - ENCOURAGE VOCATIONAL SKILLS 1,750
SOPHIE RIVERA


117 LANE STREET
SHELTON,CT06484 		NONE   VINCENT VOCCIA VOCATIONAL AWARD RECIPIENT - ENCOURAGE VOCATIONAL SKILLS 1,750
MICHAEL GRAHAM


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


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


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


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


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


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


3 HELENA ROAD
TRUMBULL,CT06611 		NONE   2025 BARTON L. WELLER SCHOLARSHIP RECIPIENT - ENCOURAGE ACADEMIC EXCELLENCE & COLLEGE EDUCATION 5,500
SAMUEL DIVASTO


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


59 CASTLE HILL ROAD
NEWTOWN,CT06470 		NONE   2025 BARTON L. WELLER SCHOLARSHIP FINALIST - ENCOURAGE ACADEMIC EXCELLENCE & COLLEGE EDUCATION 500
CLAUDIA MENSAH


11 OLD COLONY ROAD
MONROE,CT06468 		NONE   2025 BARTON L. WELLER SCHOLARSHIP FINALIST - ENCOURAGE ACADEMIC EXCELLENCE & COLLEGE EDUCATION 500
EMMETT WHITE


169 CHURCH HILL ROAD
TRUMBULL,CT06611 		NONE   2025 BARTON L. WELLER SCHOLARSHIP FINALIST - ENCOURAGE ACADEMIC EXCELLENCE & COLLEGE EDUCATION 500
EMILY BARNHART


36 DEERFIELD LANE
MONROE,CT06468 		NONE   2025-2026 BARTON L. WELLER SCHOLARSHIP FINALIST - ENCOURAGE ACADEMIC EXCELLENCE & COLLEGE EDUCATION 200
JOHN MEADE


6 LIBERTY DRIVE
SANDY HOOK,CT06482 		NONE   2025-2026 BARTON L. WELLER SCHOLARSHIP FINALIST - ENCOURAGE ACADEMIC EXCELLENCE & COLLEGE EDUCATION 200
MARY MORRISON


76 WHEELER ROAD
MONROE,CT06468 		NONE   2025-2026 BARTON L. WELLER SCHOLARSHIP FINALIST - ENCOURAGE ACADEMIC EXCELLENCE & COLLEGE EDUCATION 200
KRISHIV PATEL


3 RED FERN RIDGE
SHELTON,CT06484 		NONE   2025-2026 BARTON L. WELLER SCHOLARSHIP FINALIST - ENCOURAGE ACADEMIC EXCELLENCE & COLLEGE EDUCATION 200
ADITYA SINGH


9 GREAT HILL ROAD
NEWTOWN,CT06470 		NONE   2025-2026 BARTON L. WELLER SCHOLARSHIP FINALIST - ENCOURAGE ACADEMIC EXCELLENCE & COLLEGE EDUCATION 200
HANNAH HAYDU


122 DAMASCUS ROAD
BRANFORD,CT06405 		NONE   WELLER EXCELLENCE IN TEACHING AWARD RECIPIENT: ENCOURAGE TEACHING EXCELLENCE IN GRADES K THRU 5TH 1,000
TIFFANY LOCONTE


334 MOOSE HILL ROAD
MONROE,CT06468 		NONE   WELLER EXCELLENCE IN TEACHING AWARD RECIPIENT: ENCOURAGE TEACHING EXCELLENCE IN GRADES K THRU 5TH 1,000
KIM GUGLIOTTI


245 RIGGS STREET
OXFORD,CT06478 		NONE   WELLER EXCELLENCE IN TEACHING AWARD RECIPIENT: ENCOURAGE TEACHING EXCELLENCE IN GRADES K THRU 5TH 1,000
MAURA PALERMO


17 FOUNDERS WAY
MILFORD,CT06460 		NONE   WELLER EXCELLENCE IN TEACHING AWARD RECIPIENT: ENCOURAGE TEACHING EXCELLENCE IN GRADES K THRU 5TH 1,000
FAIRFIELD UNIVERSITY


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


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


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


43 KEY ROCK ROAD
NEWTOWN,CT06470 		NONE   2025 LOUIS J. LA CROCE MEDICAL/HEALTH SCIENCES SCHOLARSHIP: ENCOURAGE STUDENTS IN THESE FIELDS OF STUDY 3,500
MIA HOCHSTETLER


18 BENNETTS BRIDGE ROAD
SANDY HOOK,CT06482 		NONE   2022 LOUIS J. LA CROCE MEDICAL/HEALTH SCIENCES SCHOLARSHIP: ENCOURAGE STUDENTS IN THESE FIELDS OF STUDY 1,500
MICHAELA BONNACCI


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


8309 MILO FLDS LN
MCKINNEY,TX75071 		NONE   2023 WELLER EDUCATION SCHOLARSHIP RECIPIENT: ENCOURAGE & ASSIST LOCAL STUDENT TO PURSUE TEACHING CAREER 1,500
ALLISON CLAUSI


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


117 FERNDALE DRIVE
EASTON,CT06612 		NONE   2025 WELLER EDUCATION SCHOLARSHIP RECIPIENT: ENCOURAGE & ASSIST LOCAL STUDENT TO PURSUE TEACHING CAREER 3,500
LUKE SANBORN


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


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


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


6 WINTON FARM ROAD
NEWTOWN,CT06470 		NONE   2025 ALEXANDER FRASER COMPUTER SCIENCE/TECHNOLOGY SCHOLARSHIP: ENCOURAGE STUDENTS IN FIELD OF COMPUTER SCIENCES 3,500
NOAH MASOTTA


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


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


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


40 NEWPORT AVENUE
SHELTON,CT06484 		NONE   2025 ROBERT SWART ENGINEERING SCHOLARSHIP: ENCOURAGE LOCAL STUDENTS IN FIELD OF ENGINEERING 3,500

JUNIOR ACHIEEMNET OF GREATER FAIRFIELD COUNTY

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

EDITH WHEELER MEMORIAL LIBRARY

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

FIVE NEW SCHOOL AWARD PLAQUES FOR THE AWARDS

SENIOR SCIENCE AWARD WINNERS GIVEN
TO AREA HIGH SCHOOLS
DANBURY,CT06813 		NONE   ACKNOWLEDGE PREVIOUS AWARD RECIPIENTS AND PROMOTE THESE AWARDS IN THE AREA HIGH SCHOOLS 700
Total ................................. 3a 78,450
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    
4 Dividends and interest from securities ....     14 109,485  
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 98,949  
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) .. 0 208,434 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
208,434
(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

TY 2025 AccountingFeesSchedule
Name:
THE WELLER FOUNDATION INC
EIN:
06-6068987
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 14,972 0   14,972

TY 2025 InvestmentsCorpBondsSchedule
Name:
THE WELLER FOUNDATION INC
EIN:
06-6068987
Name of Bond End of Year Book Value End of Year Fair Market Value
20000 ALLY FINANCIAL INC FXD TO 052026 VAR THRAFTER 4.7% 18,148 19,797
25000 BANK OF AMERICA CORP FXD TO 032028 VAR THRAFTR 5.8750% (DIV) 25,469 25,388
25000 BANK OF AMERICA CORP FXD TO 042027 VAR THRAFTR 6.12500% (DIV) 25,320 25,373
25000 CITIGROUP INC FXD TO 052028 VAR THRAFTR 7.375% (DIV) 25,271 26,240
25000 CITIGROUP INC FXD TO 082034 VAR THRAFTR 7% (DIV) 20,437 21,093
25000 CITIGROUP INC FXD TO 112028 VAR THRAFTR 7.625% (DIV) 24,617 26,364
25000 GENERAL MOTORS FIN CO FXD TO 092027 VAR THRAFTR 5.7500% (DIV) 25,277 24,688
90000 GENERAL MOTORS FIN CO INC FXD TO 092030 VAR THRAFTR 5.7000% (DIV) 87,152 90,367
30000 GENERAL MOTORS FIN CO INC FXD TO 092028 VAR THRAFTR 6.5% (DIV) 26,437 30,060
20000 GOLDMAN SACHS GRP INC FXD TO 022029 VAR THRAFTR 7.5% 20,230 21,241
25000 MORGAN STANLEY FXD TO 092026 VAR THRAFTR 5.875% 25,947 24,930
25000 PNC FIN SERVICES GROUP INC/THE FXD TO 112026 VAR THFTR 5% 22,371 25,049
30000 PNC FIN SERVICES GROUP INC/THE FXD TO 052027 VAR THFTR 6% 29,834 30,327
35000 PNC FINANCIAL SERVICES GROUP FXD TO 032030 VAR THRAFTR 6.25% 33,585 36,134
20000 NATIONWIDE FINANCIAL SERVICES 19,388 19,898
ACCRUED INTEREST 0 5,340

TY 2025 InvestmentsCorpStockSchedule
Name:
THE WELLER FOUNDATION INC
EIN:
06-6068987
Name of Stock End of Year Book Value End of Year Fair Market Value
500 SHS AMEREN CORP (HLDG CO) 17,159 49,930
600 SHS AMERICAN ELEC PWR CO INC 20,869 69,186
1200 SHS BANK OF AMERICA CORP 27,219 66,000
200 SHS BARCLAYS PLC ADR 9,522 5,090
500 SHS BERKSHIRE HATHAWAY CL-B NEW 30,063 251,325
616 SHS CHEVRON CORP 24,154 93,885
500 SHS COMCAST CORP (NEW) CLASS A 5,848 14,945
400 SHS EXXON MOBIL CORP 19,409 48,136
100 SHS GOLDMAN SACHS GRP INC 16,827 87,900
250 SHS HOME DEPOT INC 37,599 86,025
400 SHS INTL BUSINESS MACHINES CORP 49,486 118,484
500 SHS JOHNSON & JOHNSON 5,476 103,475
600 SHS JPMORGAN CHASE & CO 22,598 193,332
500 SHS MICROSOFT CORP 12,864 241,810
600 SHS PEPSICO INC NC 10,279 86,112
1700 SHS PFIZER INC 45,687 42,330
10 SHS PJT PARTNERS INC COM CL A 37 1,672
800 SHS PROCTER & GAMBLE 24,372 114,648
300 SHS SHELL PLC ADR 15,803 22,044
300 SHS UNITEDHEALTH GP INC 6,706 99,033
1200 SHS VERIZON COMMUNICATIONS 48,037 48,876
3000 SHS WALMART INC 12,513 334,230
3000 SHS EATON VANCE LTD DURATION FD 32,682 29,730
3600 SHS EATON VANCE SENIOR INCOME TR 24,562 18,972
1200 SHS FT-PREFERRED SECUR & INC ETF 23,945 21,864
1000 SHS NUVEEN S&P 500 BUY-WRITE INC 11,787 14,700
100 SHS SPDR GOLD TR GOLD SHS 12,327 39,631
400 SHS ST STR HLTH CARE SEL SEC SPDR 13,419 61,920
600 SHS ST STR UTILITIES SEL SECT SPDR 20,780 25,614
2048.404 SHS AMERICAN WA MUTUAL A 90,145 133,576
1177.06 SHS FIRST EAGLE GLOBAL A 63,019 94,718
1397.287 SHS HARTFORD EQUITY INC A 20,000 28,239
3366.834 SHS JPMORGAN EQUITY INCOME-A 51,604 81,309
3623.24 SHS JPMORGAN MID CAP VALUE A 110,496 109,712
1722 UNIT FIRST TRUST S&P DIVIDEND ARISTOCRATS BUY-WRITE 33 16,341 18,296
7673 UNIT FIRST TRUST BANKING OPPORTUNITY 57 75,988 78,793
2474 UNIT FIRST TRUST 60-40 TARGET INCOME 5 24,935 24,603
9393 UNIT FIRST TRUST SELECT DSIP 1ST QTR 2025 97,400 94,968
11873 UNIT INVESCO GLOBAL TECHNOLOGY LEADERS 2025-2 106,540 155,967
4945 UNIT FIRST TRUST 60-40 STRATEGIC ALLOCATION 3Q25 50,132 51,062
2098 UNIT FIRST TRUST BALANCED INCOME SELECT 142 21,189 21,664
2125 UNIT FIRST BALANCED INCOME EQUITY & ETF 72 21,315 21,625
5827 UNIT FIRST AMERICAN RECOVERY 23 62,280 62,609
8785 UNIT FIRST TRUST AMERICAN RECOVERY 23 89,415 90,044
7284 UNIT FIRST TRUST 60-40 TARGET INCOME 8 72,912 72,840
2613 UNIT FIRST TRUST INFLATION HEDGE 60 26,681 32,771
2063 UNIT FIRST TRUST CAPITAL STRENGTH BUY-WRITE 79 18,925 19,659
2319 UNIT FIRST TRUST S&P DIVIDEND ARISTOCRATS BUY-WRITE 39 22,249 22,972
6310 UNIT FIRST TRUST BALANCED INCOME EQUITY & ETF 73 61,020 66,129
4754 UNIT INVESCO DIVERSIFIED HEALTHCARE 2025-2 48,699 51,464
2178 UNIT FIRST TRUST GLOBAL DIVIDEND 82 22,967 23,896
5063 UNIT FIRST TRUST BALANCED INCOME SELECT 151 50,735 49,884
5433 UNIT INVESCO DIVERSIFIED HEALTHCARE 2025-4 54,564 54,419

TY 2025 OtherExpensesSchedule
Name:
THE WELLER FOUNDATION INC
EIN:
06-6068987
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 2,542 0   2,542
JUDGING FEES 1,200 0   1,200
AWARD PROMOTION & BROCHURES 2,249 0   2,249
SUPPLIES 1,728 0   1,728
MISCELLANEOUS 498 0   498
BOOKKEEPING & QUICKBOOKS 1,330 0   1,330


TY 2025 OtherIncreasesSchedule
Name:
THE WELLER FOUNDATION INC
EIN:
06-6068987
Description Amount
RECOVERY OF ASSETS 700


TY 2025 TaxesSchedule
Name:
THE WELLER FOUNDATION INC
EIN:
06-6068987
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BALANCE DUE - 2024 990-PF 1,954 0   0
2025 FEDERAL ESTIMATED TAX PAYMENT 3,700 0   0