2024-05-14T14:23:13-05:00 2023-12-31 812393002 Wealth Enhancement Tax & Consulting LLC 23 Old Kings Highway South Darien CT 06820 990PF 2023-01-01 061634690 The Victor and Elise Micati Foundation VICT 2036565500 co WEG-23 Old Kings Highway South Darien CT 06820 Victor Micati Chairman 9709265418 2024-05-13 1 Victor Micati XXX-XX-XXXX 0 David B Himmelreich P00019526 2036565500 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 1841365 X 100136 X 69474 69474 0 169610 69474 0 0 0 2375 0 0 2375 0 0 79550 79550 81925 0 79550 87685 69474 64572 64572 130038 2505 101890 200808 202198 851904 851904 1234912 255964 370964 339683 1342301 1488248 1841365 0 0 X 1342301 1488248 1342301 1488248 1342301 1488248 1342301 87685 58262 1488248 0 1488248 966 0 966 0 966 2505 0 0 0 2505 0 1539 1539 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 N/A David B Himmelreich 2036565500 c/o WEG - 23 Old Kings Highway South Darien CT 06820 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Victor Micati 450 SE 5th Avenue Boca Raton FL 33432 Trustee 1.00 0 0 0 Elise Micati 450 SE 5th Avenue Boca Raton FL 33432 Trustee 1.00 0 0 0 NONE 0 NONE 0 0 1604962 114996 0 1719958 0 0 1719958 25799 1694159 84708 84708 966 966 83742 0 83742 0 83742 79550 0 79550 83742 7651 0 0 79550 7651 0 0 71899 0 0 0 0 0 0 0 0 11843 0 0 0 Victor Micati X American Friends of Magen David Adom 20 W 36th Street New York NY 10018 None 509(a) General 250 Alzheimer's Disease Research - Brightfocus 2767 S State Rd Wellington FL 33414 None 509(a) General 5200 Alzheimers Association 225 N Michigan Ave Chicago IL 60601 None 509(a) General 5000 Best Foot Forward 9080 Kimberly Blvd Boca Raton FL 33434 None 509(a) Educational 1000 Boca Helping Hands 1500 NW 1st Court Boca Raton FL 33432 None 509(a) General 10000 Boca Raton Police Funds 100 NW Boca Raton Blvd Boca Raton FL 33432 None 509(a) General 5000 Boca Raton Regional Hospital Foundation 800 Meadows Rd Boca Raton FL 33486 None 509(a) General 1000 Bright Future Foundation of Eagle County PO Box 2558 Avon CO 81602 None 509(a) General support, education 5000 Caridad Center 8645 Boynton Beach Blvd Boynton Beach FL 33472 None 509(a) General 5000 Central Park Conservancy 14 E 60Th St New York NY 10022 None 509(a) General 1000 Feeding South Florida 2501 SW 32nd Terrace Pembroke Park FL 33023 None 509(a) Humanitarian 8000 Habitat For Humanity 4311 Walney Rd Chantilly VA 20151 None 509(a) General 5000 Kindness Matters 365 Kindness Matters 365 Boca Raton FL 33431 None 509(a) General 1000 Maui Food Bank 760 Kolu St Wailuku HI 96793 None 509(a) General 3000 Mercy Chefs 711 Washington St Portsmouth VA 23704 None 509(a) General 3000 Middlebury College Old Chapel Middlebury VT 05753 None School Education 4000 New Alternatives for Children (NAC) 37 West 26th Street New York NY 10010 None 509(a) General 3000 Play for PINK 28 West 44th Street Suite 609 New York NY 10036 None 509(a) General 500 Sweet Dream Makers 55 NE 5th Ave Boca Raton FL 33432 None 509(a) General 5000 The Coast Guard Foundation 394 Taugwonk Rd Stonington CT 06378 None 509(a) General 2000 Tunnels to Towers Foundation 2361 Hyland Blvd Staten Island NY 10306 None 509(a) General 5000 Unicorn Childrens 99 SE Mizner Blvd Suite 120 Boca Raton FL 33432 None 509(a) General 500 Wounded Warriors Project 4899 Belfort Rd Jacksonville FL 32256 None 509(a) General 1000 The Queer Big Apple Corps 5 Union Square West New York NY 10003 None 509(a) General 100 79550 0 14 69474 0 69474 0 69474 0 0 0 0 0 0 0 0 0 0 WETCS Fee 2375 0 0 The Foundation elects under regulation 53.4942(a)-3(d)(2) to apply all or part of the remianing qualifying distributions to any undistributed income remaining from the years before 2019 or to apply to the corpus. None iShares S&P 500 Barra Growth 36792 140251 iShares S&P Midcap 400 Index 38767 98213 Longleaf Small Cap 36261 33788 Investment Company of America - F3 702589 926515 BNY Mellon Insight Core 37495 36145 200808 202198 0 0 PIMCO All Asset AT COST 81 83 Guggenheim Total Return Bond Instl AT COST 125000 100814 Guggenheim Ltd Duration AT COST 170883 163801 American Funds Strategic Bond F3 AT COST 75000 74985 Unrealized gain/loss on investments 58262