MERYL & CHARLES WITMER CHARITABLE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MERYL & CHARLES WITMER CHARITABLE FOUNDATION (EIN 13-4129627)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-18
- IRS object ID
- 202621389349100707
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-18T06:53:48-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 136617656 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTHUR FRIEDMAN CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 MADISON AVENUE - 1007 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100160801 | 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 | 134129627 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MERYL & CHARLES WITMER | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WITM | BusinessNameControlTxt |
| Phone | 2128123089 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 MADISON AVENUE SUITE 1007 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100160820 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES WITMER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2128123089 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAY ODINTZ CPA | PreparerPersonNm |
| PTIN | P00495459 | PTIN |
| Phone | 2126890288 | PhoneNum |
| Preparation | 2026-05-15 | PreparationDt |
| 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 | $6,422,762 | 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 | $1,904,386 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $79,632 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $79,632 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $118,894 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $118,894 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $487,043 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,448,114 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,605,744 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,589,955 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,804,270 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $17,934 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,934 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $764 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $514 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,198 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,948 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,445,040 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,445,040 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,467,238 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,948 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,445,290 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,122,717 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,794,322 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $66,696 | CashBOYAmt |
| Cash EOY | $110,906 | CashEOYAmt |
| Cash EOYFMV | $110,906 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,111,312 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,230,059 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,230,059 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,920,301 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,081,797 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,081,797 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,098,309 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,422,762 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,422,762 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $14,143,027 | CapitalStockBOYAmt |
| Capital Stock EOY | $16,047,413 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$9,044,718 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$9,624,651 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,098,309 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,422,762 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,098,309 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,422,762 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,098,309 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,122,717 | ExcessRevenueOverExpensesAmt |
| Other Increases | $201,736 | OtherIncreasesAmt |
| Subtotal | $6,422,762 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,422,762 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (33 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1,000 SH. TESSENDERLO CHEMIE GROUP | P | 2016-09-12 | 2025-07-11 | $31,452 | $32,848 | -$1,396 | -$1,396 |
| 631 SH. TESSENDERLO CHEMIE GROUP | P | 2016-09-12 | 2025-07-14 | $19,706 | $20,727 | -$1,021 | -$1,021 |
| 100 SH. TESSENDERLO CHEMIE GROUP | P | 2016-08-30 | 2025-07-15 | $3,121 | $3,256 | -$135 | -$135 |
| 669 SH. TESSENDERLO CHEMIE GROUP | P | 2016-09-12 | 2025-07-15 | $20,879 | $21,975 | -$1,096 | -$1,096 |
| 1,500 SH. TESSENDERLO CHEMIE GROUP | P | 2016-08-30 | 2025-07-16 | $46,493 | $48,833 | -$2,340 | -$2,340 |
| 1,000 SH. MERCEDES BENZ GROUP AG | P | 2024-07-08 | 2025-11-03 | $65,853 | $71,033 | -$5,180 | -$5,180 |
| 2,000 SH. MERCEDES BENZ GROUP AG | P | 2024-07-08 | 2025-11-04 | $128,669 | $142,065 | -$13,396 | -$13,396 |
| 1,000 SH. MERCEDES BENZ GROUP AG | P | 2024-07-12 | 2025-11-04 | $64,334 | $70,341 | -$6,007 | -$6,007 |
| 1,000 SH. HOLCIM LIMITED | P | 2021-09-10 | 2025-07-14 | $78,928 | $26,723 | $52,205 | $52,205 |
| 1,000 SH. HOLCIM LIMITED | D | 2019-09-11 | 2025-09-15 | $86,571 | $18,588 | $67,983 | $67,983 |
| 1,000 SH. HOLCIM LIMITED | D | 2021-09-10 | 2025-09-15 | $86,571 | $20,853 | $65,718 | $65,718 |
| 2,000 SH. HOLCIM LIMITED | D | 2022-02-25 | 2025-12-04 | $186,430 | $39,439 | $146,991 | $146,991 |
| 1,500 SH. HOLCIM LIMITED | D | 2021-09-10 | 2025-12-11 | $142,507 | $31,280 | $111,227 | $111,227 |
| 2,000 SH. HOLCIM LIMITED | P | 2021-09-10 | 2025-12-15 | $190,880 | $53,446 | $137,434 | $137,434 |
| 2,000 SH. HOLCIM LIMITED | D | 2021-09-10 | 2025-12-19 | $193,599 | $41,707 | $151,892 | $151,892 |
| 1,000 SH. HOLCIM LIMITED | D | 2021-09-10 | 2025-12-29 | $98,430 | $20,854 | $77,576 | $77,576 |
| 1,000 SH. HOLCIM LIMITED | P | 2021-09-10 | 2025-12-29 | $98,430 | $26,723 | $71,707 | $71,707 |
| 1,000 SH. BERKSHIRE HATHAWAY INC. CLASS B | D | 2020-05-18 | 2025-03-03 | $516,652 | $173,311 | $343,341 | $343,341 |
| 1,000 SH. DONNELLEY FINANCIAL SOLUTIONS INC. | P | 2025-02-24 | 2025-07-21 | $61,416 | $49,575 | $11,841 | $11,841 |
| 150 SH. GRAHAM HOLDINGS COMPANY | P | 2024-01-12 | 2025-07-23 | $135,412 | $102,501 | $32,911 | $32,911 |
| 50 SH. GRAHAM HOLDINGS COMPANY | P | 2024-01-09 | 2025-07-23 | $45,137 | $33,452 | $11,685 | $11,685 |
| 200 SH. GRAHAM HOLDINGS COMPANY | P | 2024-01-09 | 2025-07-25 | $183,086 | $133,807 | $49,279 | $49,279 |
| 20 SH. GRAHAM HOLDINGS COMPANY | P | 2024-01-09 | 2025-09-09 | $22,708 | $13,381 | $9,327 | $9,327 |
| 230 SH. GRAHAM HOLDINGS COMPANY | P | 2024-01-09 | 2025-09-10 | $258,805 | $153,878 | $104,927 | $104,927 |
| 50 SH. GRAHAM HOLDINGS COMPANY | P | 2024-01-09 | 2025-09-11 | $58,889 | $33,452 | $25,437 | $25,437 |
| 50 SH. GRAHAM HOLDINGS COMPANY | D | 2024-01-10 | 2025-09-11 | $58,889 | $33,322 | $25,567 | $25,567 |
| 100 SH. GRAHAM HOLDINGS COMPANY | D | 2024-01-11 | 2025-09-15 | $117,714 | $67,583 | $50,131 | $50,131 |
| 1,300 SH. DOLLAR TREE INC. | P | 2022-08-25 | 2025-11-25 | $135,968 | $188,928 | -$52,960 | -$52,960 |
| 50 SH. GRAHAM HOLDINGS COMPANY | D | 2024-01-10 | 2025-12-05 | $54,337 | $33,322 | $21,015 | $21,015 |
| 50 SH. GRAHAM HOLDINGS COMPANY | D | 2024-01-11 | 2025-12-05 | $54,337 | $33,792 | $20,545 | $20,545 |
| 100 SH. GRAHAM HOLDINGS COMPANY | D | 2024-01-11 | 2025-12-10 | $111,225 | $67,583 | $43,642 | $43,642 |
| 50 SH. GRAHAM HOLDINGS COMPANY | D | 2024-01-11 | 2025-12-11 | $56,061 | $33,792 | $22,269 | $22,269 |
| CAPITAL GAINS DIVIDENDS | P | $34,625 | $34,625 | $34,625 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,605,744 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,941 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $24,941 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $24,941 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,023 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $41,200 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $53,223 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $28,282 | OverpaymentAmt |
| Applied To ES Tax | $28,282 | 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 | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTHUR FRIEDMAN CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126890288 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 MADISON AVENUE SUITE 1007 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100160820 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| CHARLES H WITMER | ||||||||
| 11353 TURTLE BEACH ROAD | NORTH PALM BEACH | FL | 33408 | PRESIDENT, TRUSTEE | 2.00 | $0 | $0 | $0 |
| MERYL B WITMER | ||||||||
| 11353 TURTLE BEACH ROAD | NORTH PALM BEACH | FL | 33408 | TREASURER, TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NO DIRECT CHARITABLE ACTIVITIES | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NO PROGRAM-RELATED INVESTMENTS | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,572,670 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,289,986 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,862,656 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,862,656 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $87,940 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,774,716 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $288,736 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $288,736 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,941 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,941 | TotalTaxAmt |
| Distributable Before Adj | $263,795 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $263,795 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $263,795 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,445,290 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,445,290 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $263,795 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $331,038 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $187,975 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $365,916 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $125,258 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $747,621 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,757,808 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,445,290 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $263,795 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,181,495 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,939,303 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $331,038 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,608,265 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $187,975 | ExcessFromYear4Amt |
| Excess From Year3 | $365,916 | ExcessFromYear3Amt |
| Excess From Year2 | $125,258 | ExcessFromYear2Amt |
| Excess From Year1 | $747,621 | ExcessFromYear1Amt |
| Excess From Current Year | $1,181,495 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHARLES H WITMER | ContributingManagerNm |
| Contributing Manager | MERYL B WITMER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AUXILIARY TO THE ISABELLA MCCOSH INFIRMARY | ||||||||
| PO BOX 81 | PRINCETON | NJ | 08542 | N/A | PC | GENERAL USE | $500 | |
| BEAT CHILDHOOD CANCER | ||||||||
| PO BOX 467 | LAND O LAKES | FL | 34639 | N/A | PC | GENERAL USE | $1,000,000 | |
| BROOKLYN COMMUNITY SERVICES - GARY KLINSKY CHILDREN'S CENTERS | ||||||||
| 151 LAWRENCE STE FL 4 | BROOKLYN | NY | 11201 | N/A | PC | GENERAL USE | $5,000 | |
| CHILDREN'S BRAIN TUMOR FAMILY FOUNDATION | ||||||||
| 217 EAST 70TH STREET 1316 | NEW YORK | NY | 10021 | N/A | PC | GENERAL USE | $25,000 | |
| CHILDREN'S BRAIN TUMOR PROJECT FOUNDATION | ||||||||
| PO BOX 1316 217 EAST 70TH STREET | NEW YORK | NY | 10021 | N/A | PC | GENERAL USE | $55,000 | 1316 |
| CHOATE ROSEMARY HALL FOUNDATION | ||||||||
| 333 CHRISTIAN STREET | WALLINGFORD | CT | 06492 | N/A | PC | GENERAL USE | $2,500 | |
| COTTAGE 1886 FOUNDATION | ||||||||
| 51 PROSPECT AVENUE | PRINCETON | NJ | 08542 | N/A | PC | GENERAL USE | $1,000 | |
| DARDEN SCHOOL FOUNDATION | ||||||||
| PO BOX 7726 | CHARLOTTESVILLE | VA | 22906 | N/A | PC | GENERAL USE | $2,500 | |
| EPISCOPAL SCHOOL IN THE CITY OF NEW YORK | ||||||||
| 35 EAST 69TH STREET | NEW YORK | NY | 10021 | N/A | PC | GENERAL USE | $1,000 | |
| GEORGETOWN UNIVERSITY | ||||||||
| 3300 WHITEHAVEN STREET NW | WASHINGTON | DC | 20007 | N/A | PC | GENERAL USE | $13,000 | |
| HARLEM CHILDREN'S ZONE | ||||||||
| 35 EAST 125TH STREET | NEW YORK | NY | 10035 | N/A | PC | GENERAL USE | $20,000 | |
| HOOVER INSTITUTION | ||||||||
| 434 GALVEZ MALL | STANFORD | CA | 94305 | N/A | PC | GENERAL USE | $10,000 | |
| INTERNATIONAL TENNIS HALL OF FAME | ||||||||
| 194 BELLEVUE AVENUE | NEWPORT | RI | 02840 | N/A | PC | GENERAL USE | $4,790 | |
| JAMES B LEE JR SCHOLARSHIP FUND | ||||||||
| 35 POTUNK LANE | WESTHAMPTON BEACH | NY | 11978 | N/A | PC | GENERAL USE | $14,000 | |
| JAMES C FERRER EDUCATION FUND | ||||||||
| 200 TUCKAHOE ROAD | SOUTHAMPTON | NY | 11968 | N/A | PC | GENERAL USE | $12,000 | |
| KEVIN WILLIAMS MEMORIAL FOUNDATION | ||||||||
| PO BOX 1118 | SHOREHAM | NY | 11786 | N/A | PC | GENERAL USE | $250 | |
| LAKE AGAWAM CONSERVANCY | ||||||||
| PO BOX 5019 | SOUTHAMPTON | NY | 11969 | N/A | PC | GENERAL USE | $10,000 | |
| LOST TREE FOUNDATION | ||||||||
| 11149 TURTLE BEACH ROAD | NORTH PALM BEACH | FL | 33408 | N/A | PC | GENERAL USE | $7,000 | |
| MCINTIRE SCHOOL OF COMMERCE FOUNDATION | ||||||||
| 125 RUPPEL DRIVE | CHARLOTTESVILLE | VA | 22903 | N/A | PC | GENERAL USE | $3,000 | |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | ||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | N/A | PC | GENERAL USE | $10,000 | |
| PRINCETON UNIVERSITY | ||||||||
| PO BOX 5357 | PRINCETON | NJ | 08543 | N/A | PC | GENERAL USE | $8,000 | |
| SECOND STAGE THEATRE | ||||||||
| 1501 BROADWAY SUITE 518 | NEW YORK | NY | 10036 | N/A | PC | GENERAL USE | $5,000 | |
| SOUTHAMPTON FRESH AIR HOME | ||||||||
| 36 BARKERS ISLAND ROAD | SOUTHAMPTON | NY | 11968 | N/A | PC | GENERAL USE | $2,000 | |
| STUDENT SPONSOR PARTNERSHIP INC | ||||||||
| 286 MADISON AVENUE | NEW YORK | NY | 10017 | N/A | PC | GENERAL USE | $5,000 | |
| THE BENJAMIN SCHOOL | ||||||||
| 11000 ELLISON WILSON ROAD | NORTH PALM BEACH | FL | 33408 | N/A | PC | GENERAL USE | $14,000 | |
| THE BUCKLEY SCHOOL | ||||||||
| 113 EAST 73RD STREET | NEW YORK | NY | 10131 | N/A | PC | GENERAL USE | $10,000 | |
| THE THIRTY SIX EAST SIXTY SECOND STREET FOUNDATION | ||||||||
| 36 EAST 62ND STREET | NEW YORK | NY | 10065 | N/A | PC | GENERAL USE | $2,000 | |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | N/A | PC | GENERAL USE | $3,000 | |
| GOLF FIGHTS CANCER | ||||||||
| 300 ARNOLD PALMER BOULEVARD | NORTON | MA | 02766 | N/A | PC | GENERAL USE | $100,000 | |
| PHILIPS INSTITUTE | ||||||||
| 521 NORTH 11TH STREET PERKINSON | RICHMOND | VA | 23298 | N/A | PC | GENERAL USE | $50,000 | BLDG ROOM 4114 |
| SWIM ACROSS AMERICA | ||||||||
| PO BOX 217 | LARCHMONT | NY | 10538 | N/A | PC | GENERAL USE | $1,000 | |
| DANA-FARBER CANCER INSTITUTE | ||||||||
| PO BOX 849168 | BOSTON | MA | 022849168 | N/A | PC | GENERAL USE | $10,000 | |
| MARINE CORPS SCHOLARSHIP FOUNDATION | ||||||||
| 909 NORTH WASHINGTON STREET SUITE | ALEXANDRIA | VA | 22314 | N/A | PC | GENERAL USE | $5,000 | 400 |
| BOYS AND GIRLS CLUB OF NEWPORT | ||||||||
| 95 CHURCH STREET | NEWPORT | RI | 02840 | N/A | PC | GENERAL USE | $1,000 | |
| HOSPITAL FOR SPECIAL SURGERY | ||||||||
| PO BOX 30610 | NEW YORK | NY | 10087 | N/A | PC | GENERAL USE | $2,000 | |
| INNER-CITY SCHOLARSHIP FUND | ||||||||
| 488 MADISON AVENUE 3RD FLOOR | NEW YORK | NY | 10022 | N/A | PC | GENERAL USE | $25,000 | |
| LOST TREE CHAPEL | ||||||||
| 11149 TURTLE BEACH ROAD | NORTH PALM BEACH | FL | 33408 | N/A | PC | GENERAL USE | $2,500 | |
| USSGA MEMORIAL FUND | ||||||||
| 49 KNOLLWOOD ROAD | ELMSFORD | NY | 105232819 | N/A | PC | GENERAL USE | $500 | |
| CHAPEL & YORK US FOUNDATION INC | ||||||||
| 1350 AVENUE OF THE AMERICAS SUITE | NEW YORK | NY | 100194703 | N/A | PC | GENERAL USE | $2,500 | 266 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,445,040 | 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 | $79,632 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $118,894 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $487,043 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $685,569 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $685,569 | 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 (9 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| MERYL B WITMER | ||||||
| 1 | 11353 TURTLE BEACH ROAD | NORTH PALM BEACH | FL | 33408 | $493,600 | Yes (X) |
| MERYL B WITMER | ||||||
| 2 | 11353 TURTLE BEACH ROAD | NORTH PALM BEACH | FL | 33408 | $283,763 | Yes (X) |
| CHARLES H WITMER | ||||||
| 3 | 11353 TURTLE BEACH ROAD | NORTH PALM BEACH | FL | 33408 | $175,200 | Yes (X) |
| CHARLES H WITMER | ||||||
| 4 | 11353 TURTLE BEACH ROAD | NORTH PALM BEACH | FL | 33408 | $87,736 | Yes (X) |
| CHARLES H WITMER | ||||||
| 5 | 11353 TURTLE BEACH ROAD | NORTH PALM BEACH | FL | 33408 | $87,736 | Yes (X) |
| MERYL B WITMER | ||||||
| 6 | 11353 TURTLE BEACH ROAD | NORTH PALM BEACH | FL | 33408 | $188,513 | Yes (X) |
| CHARLES H WITMER | ||||||
| 7 | 11353 TURTLE BEACH ROAD | NORTH PALM BEACH | FL | 33408 | $139,353 | Yes (X) |
| CHARLES H WITMER | ||||||
| 8 | 11353 TURTLE BEACH ROAD | NORTH PALM BEACH | FL | 33408 | $163,875 | Yes (X) |
| CHARLES H WITMER | ||||||
| 9 | 11353 TURTLE BEACH ROAD | NORTH PALM BEACH | FL | 33408 | $284,610 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (9 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1,000 SHARES BERKSHIRE HATHAWAY INC. CLASS B | $493,600 | 2025-02-24 |
| 2 | 250 SHARES GRAHAM HOLDINGS COMPANY | $283,763 | 2025-09-09 |
| 3 | 150 SHARES GRAHAM HOLDINGS COMPANY | $175,200 | 2025-09-12 |
| 4 | 1,000 SHARES HOLCIM LIMITED | $87,736 | 2025-09-12 |
| 5 | 1,000 SHARES HOLCIM LIMITED | $87,736 | 2025-09-12 |
| 6 | 2,000 SHARES HOLCIM LIMITED | $188,513 | 2025-12-02 |
| 7 | 1,500 SHARES HOLCIM LIMITED | $139,353 | 2025-12-05 |
| 8 | 150 SHARES GRAHAM HOLDINGS COMPANY | $163,875 | 2025-12-05 |
| 9 | 3,000 SHARES HOLCIM LIMITED | $284,610 | 2025-12-19 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX AND ACCOUNTING FEES | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $3,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 6,339.714 SH. FPA CRESCENT FUND | $273,242 | $273,242 |
| 5,531.259 SH. ARTISAN INTERNATIONAL VALUE ADV FUND | $295,756 | $295,756 |
| 166.060 SH. SEQUOIA FUND, INC. | $33,710 | $33,710 |
| 40,000 SH. NAKED WINES PLC | $28,800 | $28,800 |
| 3,400 SH. DOLLAR TREE INC. | $418,234 | $418,234 |
| 1,000 SH. HOLCIM LTD. | $77,760 | $77,760 |
| 17,000 SH. BLACKSTONE SECURED LENDING FUND | $447,610 | $447,610 |
| 150 SH. GRAHAM HOLDINGS COMPANY | $164,790 | $164,790 |
| 15,000 SH. OWENS ILLINOIS INC. | $221,400 | $221,400 |
| 5,000 SH. AMRIZE AG | $217,850 | $217,850 |
| 10,000 SH. ARS PHARMACEUTICALS INC. | $116,500 | $116,500 |
| 1,000 SH. BLACKSTONE INC. | $154,140 | $154,140 |
| 3,500 SH. DONNELLEY FINANCIAL SOLUTIONS INC. | $163,415 | $163,415 |
| 17,000 SH. PITNEY BOWES INC. | $179,690 | $179,690 |
| 6,000 SH. SYLVAMO CORPORATION | $288,900 | $288,900 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NEW YORK STATE FILING FEE | $250 | $0 | $250 |
| FOREIGN CURRENCY LOSS | $509 | $509 | $0 |
| BANK CHARGE | $5 | $5 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCREASE IN UNREALIZED APPRECIATION | Desc |
| Amt | $201,736 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| CHARLES H WITMER | |||
| 11353 TURTLE BEACH ROAD | NORTH PALM BEACH | FL | 33408 |
| MERYL B WITMER | |||
| 11353 TURTLE BEACH ROAD | NORTH PALM BEACH | FL | 33408 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD ON DIVIDENDS | $5,934 | $5,934 | $0 |
| FEDERAL EXCISE TAX | $12,000 | $0 | $0 |