2025-02-03T08:52:29-06:00 2024-09-30 474526160 EFPR GROUP CPAS PLLC 100 SOUTH CLINTON AVE SUITE 1500 ROCHESTER NY 14604 990PF 2023-10-01 203980909 WELLER FAMILY FOUNDATION INC C/O COBBLESTONE CAPITAL ADVISORS LLC WELL 5854733333 500 LINDEN OAKS SUITE 210 ROCHESTER NY 14625 JAMES J ECKL SECRETARY 5854733333 2025-01-21 1 1 VICTORIA KLEEHAMMER CPA P01612839 5854278900 2025-01-21 2023 2025-03-06 01:10:19Z X 3391489 X 515930 97671 97671 19025 98586 19025 632626 116696 0 0 0 1750 0 1750 25263 25263 0 146 146 0 200 0 200 27359 25409 1950 109953 109953 137312 25409 111903 495314 91287 13462 13462 69537 519339 519339 1364321 1384975 2105552 529442 529543 485609 234234 245529 267527 2197534 2692848 3391489 0 0 X 0 0 0 0 2197534 2692848 2197534 2692848 2197534 2692848 2197534 495314 0 2692848 0 2692848 PUBLICALLY TRADED SECURITIES P 86281 79561 6720 6720 CAPITAL GAINS DIVIDENDS P 12305 12305 12305 19025 1269 0 1269 0 1269 615 0 0 0 615 0 654 0 0 0 0 0 0 0 0 0 0 1 1 DE 1 0 0 0 0 1 N/A JAMES J ECKL 5854733333 500 LINDEN OAKS SUITE 210 ROCHESTER NY 14625 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GORDON T WELLER C/O 500 LINDEN OAKS SUITE 210 ROCHESTER NY 14625 VICE PRESIDENT AND DIRECTOR 0.00 0 0 0 KATHERINE C THOMAS C/O 500 LINDEN OAKS SUITE 210 ROCHESTER NY 14625 PRESIDENT AND DIRECTOR 0.00 0 0 0 EMILY L O'CONNOR C/O 500 LINDEN OAKS SUITE 210 ROCHESTER NY 14625 DIRECTOR 0.00 0 0 0 JAMES J ECKL C/O 500 LINDEN OAKS SUITE 210 ROCHESTER NY 14625 SECRETARY 0.00 0 0 0 CHRISTOPHER G WELLER C/O 500 LINDEN OAKS SUITE 210 ROCHESTER NY 14625 DIRECTOR 0.00 0 0 0 TOBIN B WOODRUFF C/O 500 LINDEN OAKS SUITE 210 ROCHESTER NY 14625 TREASURER 0.00 0 0 0 NONE 0 NONE 0 0 2609709 474828 0 3084537 0 0 3084537 46268 3038269 151913 151913 1269 1269 150644 0 150644 0 150644 111903 0 111903 150644 0 0 36099 10936 47035 111903 0 0 0 111903 0 38741 38741 8294 0 0 0 0 0 0 0 8294 8294 X ATLANTIC WHITE SHARK CONSERVANCY 235 ORLEANS ROAD NORTH CHATHAM MA 02650 NONE PUBLIC CHARITY CHARITABLE PURPOSES 6968 BRITEPATHS INC 3959 PENDER DRIVE SUITE 200 FAIRFAX VA 22030 NONE PUBLIC CHARITY CHARITABLE PURPOSES 15000 CAPE WELLNESS COLLABORATIVE 436B STATION AVE SOUTH YARMOUTH MA 02664 NONE PUBLIC CHARITY CHARITABLE PURPOSES 10000 CHATHAM HISTORICAL SOCIETY 347 STAGE HARBOR ROAD CHATHAM MA 02633 NONE PUBLIC CHARITY CHARITABLE PURPOSES 25385 DETROIT HORSE POWER 8425 W MCNICHOLS RD DETROIT MI 48221 NONE PUBLIC CHARITY CHARITABLE PURPOSES 25000 FOOD ALLERGY RESEARCH & EDUCATION INC 7925 JONES BRANCH DRIVE STE 1100 MCLEAN VA 22102 NONE PUBLIC CHARITY CHARITABLE PURPOSES 15000 ST CHRISTOPHER EPISCOPAL CHURCH 625 MAIN STREET CHATHAM MA 02633 NONE PUBLIC CHARITY CHARITABLE PURPOSES 12600 109953 0 14 97671 18 19025 0 116696 0 116696 4 INCOME FROM INVESTMENTS IS THE PRIMARY MEANS BY WHICH THE FOUNDATION ACCOMPLISHES ITS CHARITABLE PURPOSE. 0 0 0 0 0 0 0 0 0 0 X X 1 BARBARA T WELLER CLAT C/O 500 LINDEN OAKS SUITE 210 ROCHESTER NY 14625 515930 X TAX PREPARATION FEE 1750 0 1750 FIXED INCOME FUNDS 529543 485609 COMMON STOCK 295684 617205 EQUITY FUNDS 1089291 1488347 ALTERNATIVE FUNDS AT COST 245529 267527 FEES 200 0 200 INVESTMENT MANAGEMENT FEES 25263 25263 0 FOREIGN TAXES PAID 146 146 0