2024-04-23T11:10:48-04:00 2023-12-31 Gerard Griffin 1735 Post Road Fairfield CT 06824 990PF 2023-01-01 066039119 WILMOT WHEELER FOUNDATION INC WILM PO BOX 429 SOUTHPORT CT 06890 ALEXA WHEELER VICE PRESIDENT 2032555700 2024-04-22 true ALEXA WHEELER true Gerard Griffin P00567448 2032599648 2024-04-23 X 2 00 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 4622724 X X 5869 80557 -90912 4162967 7319 3363 3363 -1123 3363 7319 9882 9882 400 400 18884 18884 5323 5323 3385 3385 37874 37874 0 100000 100000 137874 37874 100000 -138997 0 7319 12141 17711 17711 50093 144879 144879 1599032 2256550 2706786 1238564 1615325 1687207 1337379 63747 66141 4237209 4098212 4622724 0 0 X 4237209 4098212 4237209 4098212 4237209 4098212 4237209 -138997 4098212 4098212 SEE ATTACHED STATEMENT P 331577 325534 6043 6043 SEE ATTACHED STATEMENT P 145224 143948 1276 1276 SEE ATTACHED STATEMENT P 403075 327562 75513 75513 SEE ATTACHED STATEMENT P 3281520 3456835 -175315 -175315 LONG TERM CAPITAL GAIN DISTRIBUTION P 1571 1571 1571 -90912 7319 0 0 0 0 4716 4716 4716 4716 false false false false false false false true true CT DE true false false false false true LENNON MURPHY PHILLIPS LLC 2032555700 1599 POST ROAD EAST WESTPORT CT 06880 false false false false false false false false false false false false false false false false false false false false false false ALEXANDRA WHEELER PO BOX 429 SOUTHPORT CT 06890 PRESIDENT & TREASURER 1.00 0 0 0 ALEXA WHEELER PO BOX 429 SOUTHPORT CT 06890 VICE PRESIDENT & SECRETARY 1.00 0 0 0 NONE 0 NONE NONE 0 NONE 0 3651264 617030 0 4268294 0 4268294 64024 4204270 210214 210214 210214 210214 210214 100000 100000 210214 2519 8941 37119 14390 4936 67905 100000 100000 67905 67905 42309 X SEE ATTACHED SCHEDULE PER LIST SOUTHPORT CT 06890 NONE PC GENERAL FUNDS 100000 100000 0 14 5869 14 80557 18 -90912 -4486 -4486 false false false false false false false false false false ACCOUNTING FEES 400 400 0 0 CORPORATE BONDS 1615325 1687207 CORPORATE STOCKS 2256550 2706786 OTHER INVESTMENTS 63747 66141 LEGAL FEES 9882 9882 0 0 OFFICERS & DIRECTORS INSURANC 2786 2786 0 0 OFFICE EXPENSES 63 63 0 0 OTHER EXPENSE - INVESTMENT ADV 4 4 0 0 DELAWARE CORPORATE FILINGS 72 72 0 0 POSTAGE 460 460 0 0 MISCELLANEOUS INCOME 34 34 0 NON DIVIDEND DISTRIBUTIONS 3329 3329 0 INVESTMENT MANAGEMENT FEES 18884 18884 0 0 2023 ESTIMATED TAX PAYMENTS 4000 4000 0 0 FOREIGN TAXES PAID 1323 1323 0 0