PEPPER WHISTON FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- PEPPER WHISTON FOUNDATION (EIN 88-2811358)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202621349349103642
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T14:01:00-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060317480 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAY PITNEY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 ISHAM RD 300 | AddressLine1Txt |
| City | W HTFD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 061072237 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 882811358 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEPPER WHISTON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PEPP | BusinessNameControlTxt |
| Phone | 8603135729 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | DAY PITNEY LLP 75 ISHAM RD 300 | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD F KRZANOWSKI | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8603135729 | PhoneNum |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWARD F KRZANOWSKI | PreparerPersonNm |
| PTIN | P00541957 | PTIN |
| Phone | 8603135700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $42,479,282 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $140,060 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $432,664 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $432,664 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $700,901 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $700,901 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,009,691 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,290,555 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,009,691 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $54,736 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $54,736 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,338,052 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,197,992 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $6,623 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $91,588 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $10,991 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $80,597 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $58,515 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $58,515 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $466,479 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $466,479 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $623,205 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $535,985 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $80,597 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,945,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,945,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,568,205 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $535,985 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,025,597 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$230,153 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,662,007 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,733,212 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,555,056 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,555,056 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,150,938 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,293,464 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,603,283 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,959,914 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,861,855 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,030,082 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $20,957,786 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $26,892,336 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $32,290,861 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $36,801,850 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,602,711 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $42,479,282 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $27,497,590 | CapitalStockBOYAmt |
| Capital Stock EOY | $27,497,590 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $2,954,299 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $3,094,359 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,349,961 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,010,762 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $36,801,850 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $36,602,711 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $36,801,850 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $36,602,711 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $36,801,850 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$230,153 | ExcessRevenueOverExpensesAmt |
| Other Increases | $31,014 | OtherIncreasesAmt |
| Subtotal | $36,602,711 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $36,602,711 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| JANNEY 4185 | P | $1,680,138 | $1,656,840 | $23,298 | $23,298 |
| JANNEY 4185 | P | $4,677,871 | $4,496,576 | $181,295 | $181,295 |
| JANNEY 8853 | P | $861,269 | $845,652 | $15,617 | $15,617 |
| JANNEY 8853 | P | $5,037,582 | $4,261,177 | $776,405 | $776,405 |
| RETURN OF PRINCIPAL | P | $60 | $60 | $0 | $0 |
| MORGAN STANLEY 0033 | P | $632,266 | $666,691 | -$34,425 | -$34,425 |
| MORGAN STANELY 0033 | P | $399,857 | $353,868 | $45,989 | $45,989 |
| CAPITAL GAINS DIVIDENDS | P | $1,512 | $1,512 | $1,512 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,009,691 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,102 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $23,102 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $23,102 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,440 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $24,440 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,338 | OverpaymentAmt |
| Applied To ES Tax | $1,338 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | EDWARD F KRZANOWSKI ESQ | IndividualWithBooksNm |
| Phone | 8603135729 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 ISHAM ROAD SUITE 300 | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| EDWARD F KRZANOWSKI | ||||||||
| C/O DAY PITNEY LLP 75 ISHAM ST 300 | WEST HARTFORD | CT | 06107 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| PEGGY J WEBBE | ||||||||
| 51 NOAH LANE | TOLLAND | CT | 06084 | TRUSTEE | 1.00 | $6,623 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JANNEY MONTGOMERY SCOTT LLC | |||||
| 60 WILLOW STREET | MYSTIC | CT | 06355 | INVESTMENT MANAGEMENT | $466,479 |
| DAY PITNEY LLP | |||||
| 75 ISHAM ROAD SUITE 300 | WEST HARTFORD | CT | 06107 | LEGAL SERVICES | $91,588 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $40,924,227 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,555,056 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $42,479,283 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $42,479,283 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $637,189 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $41,842,094 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,092,105 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,092,105 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,102 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,102 | TotalTaxAmt |
| Distributable Before Adj | $2,069,003 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,069,003 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,069,003 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,025,597 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,025,597 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,069,003 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,771,137 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,025,597 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,771,137 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $254,460 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,814,543 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLEY CAT ALLIES | |||||||
| 7920 NORFOLK AVENUE SUITE 600 | BETHESDA | MD | 20814 | N/A | PC | ADVOCATE FOR CATS | $110,000 |
| AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | |||||||
| PO BOX 96929 | WASHINGTON | DC | 20090 | N/A | PC | FOR BENEFIT THE CATS | $200,000 |
| ANIMAL ARK WILDLIFE SANCTUARY | |||||||
| PO BOX 60057 | RENO | NV | 89506 | N/A | PC | FOR LARGE CAT PROGRAM | $40,000 |
| ANIMAL LEGAL DEFENSE FUND | |||||||
| 525 EAST COTATI AVENUE | COTATI | CA | 94931 | N/A | PC | FOR ALL ANIMALS WITH SPECIAL FOCUS ON CATS | $130,000 |
| BEST FRIEND ANIMAL SOCIETY | |||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | N/A | PC | FOR BENEFIT OF CATS | $130,000 |
| BLIND CAT RESCUE AND SANCTUARY INC | |||||||
| 3101 E GREAT MARSH CHURCH ROAD | ST PAULS | NC | 28384 | N/A | PC | ADVOCATE FOR CATS | $50,000 |
| CONNECTICUT HUMANE SOCIETY | |||||||
| 701 RUSSELL ROAD | NEWINGTON | CT | 06111 | N/A | PC | FOR BENEFIT OF CATS | $130,000 |
| EVERY CAT HEALTH FOUNDATION | |||||||
| 637 WYCKOFF AVENUE SUITE 336 | WYCKOFF | NJ | 07481 | N/A | PC | FOR BENEFIT OF CATS | $130,000 |
| HUMANE SOCIETY INTERNATIONAL | |||||||
| 1255 23RD STREET NW SUITE 450 | WASHINGTON | DC | 20037 | N/A | PC | END ANIMAL ABUSE AND NEGLECT | $160,000 |
| INTERNATIONAL FUND FOR ANIMAL WELFARE | |||||||
| 290 SUMMER STREET | YARMOUTH PORT | MA | 02675 | N/A | PC | FOR BENEFIT OF CATS IN UKRAINE AND GAZA | $130,000 |
| ONE HEALTH ORGANIZATION | |||||||
| 27600 CHAGRIN BLVD SUITE 400 | CLEVELAND | OH | 44122 | N/A | PC | FOR BENEFIT OF CATS | $70,000 |
| KITTY HARBOR | |||||||
| 2263 GIASCO ROAD | GRISWOLD | CT | 06351 | N/A | PC | FOR BENEFIT OF CATS | $5,000 |
| OUR COMPANIONS ANIMAL RESCUE & SANCTUARY | |||||||
| PO BOX 956 | MANCHESTER | CT | 06045 | N/A | PC | FOR BENEFIT OF CATS | $120,000 |
| PANTHERA | |||||||
| 8 WEST 40TH STREET 18TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | FOR BENEFIT OF CATS | $130,000 |
| PETS FOR VETS INC | |||||||
| PO BOX 10860 | WILMINGTON | NC | 28404 | N/A | PC | FOR BENEFIT OF ANIMALS | $130,000 |
| WORLD WILDLIFE FUND | |||||||
| 1250 TWENTY-FOURTH STREET NW | WASHINGTON | DC | 20090 | N/A | PC | PROTECT ENDANGERED WILDLIFE | $130,000 |
| ALLEY CAT RESCUE | |||||||
| PO BOX 585 | MT RANIER | MD | 20712 | N/A | PC | ADVOCATE FOR CATS | $60,000 |
| HUMANE COLORADO | |||||||
| 2080 S QUEBEC STREET | DENVER | CO | 802313204 | N/A | PC | FOR BENEFIT OF CATS | $30,000 |
| BIG CAT INITIATIVE | |||||||
| 1661 JEAGE DRIVE | JUPITER | FL | 334588718 | N/A | PC | FOR BENEFIT OF CATS | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,945,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $432,664 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $700,901 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $54,736 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,009,691 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $54,736 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,143,256 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,197,992 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTATE OF RICHARD M WHISTON | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O DAY PITNEY LLP 75 ISHAM ROAD SU | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $140,060 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | PER ATTACHED | BondNm |
| EOY Book Value | $4,861,855 | EOYBookValueAmt |
| EOYFMV | $5,030,082 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PER ATTACHED (JANNEY MONTGOMERY SCOTT) | $1,760,558 | $1,765,914 |
| PER ATTACHED (MORGAN STANLEY) | $1,532,906 | $1,837,369 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PER ATTACHED (MORGAN STANLEY) | AT COST | $201,607 | $254,761 |
| PER ATTACHED (JANNEY MONTGOMERY SCOTT) | AT COST | $21,690,729 | $27,036,100 |
| PER ATTACHED (JANNEY MONTGOMERY SCOTT - ARES FUND) | AT COST | $5,000,000 | $5,000,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DAY PITNEY LLP, LEGAL FEES | CategoryTxt |
| Legal Fees | $91,588 | LegalFeesAmt |
| Net Investment Income | $10,991 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $80,597 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| JANNEY MONTGOMERY SCOTT, ADVISORY FEES | $442,578 | $442,578 | $0 | $0 |
| MORGAN STANLEY, SERVICE FEES | $23,901 | $23,901 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FPL - REBATE PAYMENT | $54,439 | $54,439 |
| PROGRAM CREDIT | $297 | $297 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO BASIS TO ALIGN WITH STATEMENTS | Desc |
| Amt | $31,014 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX WITHHELD | $20,206 | $20,206 | $0 | $0 |
| 2025 ESTIMATED EXCISE TAX | $24,440 | $24,440 | $0 | $0 |
| 2024 EXCISE TAX | $13,869 | $13,869 | $0 | $0 |