2024-04-01T15:07:30-05:00 2023-12-31 010494526 Baker Newman & Noyes PO Box 507 Portland ME 04112 990PF 2023-01-01 203848164 Wescustogo Foundation WESC 9177331883 1644 Lands End Village Captiva FL 33924 Kathryn M Nanovic-Morlet Treasurer 9177331883 2024-04-01 1 Kathryn Nanovic-Morlet 999009999 0 Connor Smart P02285543 2078792100 2024-04-01 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 68586776 X 2888387 348 348 1582997 1582997 -417818 4294319 0 4053914 1583345 0 0 0 225 0 225 3250 1625 1625 229741 184516 45225 32720 10754 0 397 0 397 266333 196895 47472 2970000 2970000 3236333 196895 3017472 817581 1386450 3029348 4119586 4119586 57867616 64437577 64437577 0 29613 29613 60896964 68586776 68586776 0 0 X 0 0 0 0 60896964 68586776 60896964 68586776 60896964 68586776 60896964 817581 6872231 68586776 0 68586776 Publicly Traded Securities 4291376 4712137 -420761 -420761 Capital Gains Dividends P 2943 2943 2943 -417818 19272 0 19272 0 19272 22318 0 0 0 22318 0 3046 3046 0 0 0 0 0 0 0 0 0 0 0 1 1 ME 1 0 0 0 0 1 N/A Robert S Nanovic 9177331883 1644 Lands End Village Captiva FL 33924 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Robert S Nanovic 1644 Lands End Village Captiva FL 33924 President 1.00 0 0 0 Kathryn M Nanovic-Morlet 1644 Lands End Village Captiva FL 33924 Treasurer 1.00 0 0 0 Rebecca E Lin 1644 Lands End Village Captiva FL 33924 Secretary 1.00 0 0 0 Elizabeth E Nanovic 1644 Lands End Village Captiva FL 33924 Director 1.00 0 0 0 Robert T Nanovic 1644 Lands End Village Captiva FL 33924 Director 1.00 0 0 0 Emmanuel Morlet 1644 Lands End Village Captiva FL 33924 Director 1.00 0 0 0 Anne Nanovic 1644 Lands End Village Captiva FL 33924 Director 1.00 0 0 0 NONE 0 Sanibel Captiva Trust 2460 Palm Ridge Road Sanibel Island FL 33957 Investment Management 184516 0 0 58189806 3650283 0 61840089 0 0 61840089 927601 60912488 3045624 3045624 19272 19272 3026352 0 3026352 0 3026352 3017472 0 3017472 3026352 2974192 2021 39853 0 3017472 2974192 39853 0 3427 0 0 0 0 0 0 0 0 3022925 0 0 0 Robert S Nanovic X Center for Contemporary Printmaking 299 West Avenue Norwalk CT 06850 N/A PC General Support 10000 Center for Maine Contemporary Art 21 Winter Street Rockland ME 04841 N/A PC General Support 25000 Charitable Foundation of the Islands Inc PO Box 1429 Sanibel FL 33957 N/A PC General Support 20000 Citizens Campaign Fund for the Environment 225 A Main Street Suite 2 Farmingdale NY 11735 N/A PC General Support 25000 Clinic for the Rehabilitation of Wildlife Inc PO Box 150 Sanibel FL 33957 N/A PC General Support 11000 Coastal Rivers Conservation Trust PO Box 333 Damariscotta ME 04543 N/A PC General Support 20000 Cornell University 377 Pine Tree Road Ithaca NY 14850 N/A PC Weill Cornell Medicine- Roma-W Trials 100000 Ding Darling Wildlife Society 1 Wildlife Drive Sanibel FL 33957 N/A PC General Support 60000 Fairfield County's Community Foundation 40 Richards Avenue Norwalk CT 06854 N/A PC General Support 25000 Family & Children's Agency 9 Mott Avenue 4th Floor Norwalk CT 06850 N/A PC General Support 25000 Fish of Sanibel-Captiva Inc 2430 Periwinkle Way Suite B Sanibel FL 33957 N/A PC General Support 50000 Food Bank of Lower Fairfield County Inc 461 Glenbrook Road Stamford CT 06906 N/A PC General Support 50000 French Institute-Alliance Francaise 22 East 60th Street New York NY 10022 N/A PC Crossing the Line Festival 25000 Friends of the Norwalk River Valley Trail Inc PO Box 174 Georgetown CT 06829 N/A PC General Support 5000 Good Shepherd Food Bank PO Box 1807 Auburn ME 042111807 N/A PC General Support 115000 Greater Lovell Land Trust Inc PO Box 225 Lovell ME 04051 N/A PC General Support 12000 Gulf of Maine Research Institute 350 Commercial Street Portland ME 04101 N/A PC General Support 50000 Kezar Lake Association PO Box 88 Lovell ME 040510088 N/A PC General Support 10000 Lifeflight of Maine LLC 43 Whiting Hill Road Suite 400 Brewer ME 04412 N/A PC General Support 90000 Maine Audubon 20 Gilsland Farm Road Falmouth ME 04105 N/A PC General Support 10000 Maine Behavioral Healthcare 78 Atlantic Place South Portland ME 04106 N/A PC General Support 20000 Maine Center for Coastal Fisheries PO Box 27 Stonington ME 04681 N/A PC General Support 25000 Maine Farmland Trust 97 Main Street Belfast ME 04915 N/A PC General Support 10000 Maine Historical Society 489 Congress Street Portland ME 04101 N/A PC General Support 15000 Maine Maritime Museum 243 Washington Street Bath ME 04530 N/A PC General Support 15000 Maine Youth Alliance 78A Main Street Belfast ME 049156825 N/A PC General Support 10000 MaineHealth 22 Bramhall Street Portland ME 04102 N/A PC Vector-Borne Disease Lab ($50,000), Learning Collaborative ($50,000) and General Operations ($100,000) 200000 Mercy Hospital 175 Fore River Parkway Portland ME 04102 N/A PC McAuley House ($50,000), Pediatric Behavioral Health ($50,000), General Operations ($62,000) 162000 Mid Coast Hunger Prevention Program 12 Tenney Way Brunswick ME 04011 N/A PC General Support 35000 Midcoast Conservancy 290 US Route 1 Edgecomb ME 04556 N/A PC General Support 45000 Nature Conservancy Inc 4245 North Fairfax Drive Suite 100 Arlington VA 22203 N/A PC Appalachian Corridor Project ($150,000) and TNC Florida ($35,000) 185000 New York City Ballet 20 Lincoln Center Plaza New York NY 10023 N/A PC Education Department 40000 New York Community Trust 909 Third Avenue 22nd Floor New York NY 10022 N/A PC General Support 50000 North Yarmouth Historical Society 10 Village Square Road North Yarmouth ME 04097 N/A PC General Support 15000 Northeast Historic Film 85 Main Street Bucksport ME 044160900 N/A PC General Support 15000 Norwalk Hospital Foundation 34 Maple Street Norwalk CT 06850 N/A PC Norwalk Hospital Cancer Center 25000 Olympia Snowe Women's Leadership Institute One Canal Plaza Suite 501 Portland ME 041014083 N/A PC General Support 55000 Original Music Workshop 80 North 6th Street Brooklyn NY 11249 N/A PC General Support 100000 Person to Person Inc 1864 Post Road Darien CT 068205802 N/A PC General Support 40000 Portland Maine Symphony Orchestra 85 Exchange Street Portland ME 04101 N/A PC General Support 150000 Portland Museum of Art 7 Congress Square Portland ME 04101 N/A PC General Support 175000 Preble Street 55 Portland Street Portland ME 04101 N/A PC General Support 125000 Recess Activities Inc 48 Washington Avenue Brooklyn NY 11205 N/A PC General Support 25000 Riverkeeper Inc 20 Secor Road Ossining NY 10562 N/A PC General Operations ($70,000), Boat Campaign ($50,000), Matching Grant Campaign ($10,000) 130000 Royal River Conservation Trust PO Box 90 Yarmouth ME 04096 N/A PC General Support 20000 Sanibel-Captiva Conservation Foundation PO Box 839 Sanibel FL 33957 N/A PC General Support 100000 Save The Sound 127 Church Street New Haven CT 06510 N/A PC General Support 20000 Seventh Regiment Armory Conservancy 643 Park Avenue New York NY 10065 N/A PC Educational Programs ($40,000) and Programming ($35,000) 75000 Shed NYC 545 West 30th Street New York NY 10001 N/A PC General Support 70000 Space Gallery 538 Congress Street Portland ME 041013310 N/A PC General Support 10000 Susan L Curtis Foundation 1321 Washington Avenue Portland ME 04103 N/A PC General Support 20000 The AspergerAutism Network Inc 85 Main Street 3 Watertown MA 02472 N/A PC General Support 50000 The Cromwell Center for Disabilities Awareness 97A Exchange Street Suite 205 Portland ME 041015016 N/A PC General Support 10000 The Fire Island Lighthouse Preservation Society Inc 4640 Captree Island Captree Island NY 11702 N/A PC General Support 10000 Waldo Theater Inc PO Box 587 Waldoboro ME 04572 N/A PC General Support 5000 Wayside Food Programs PO Box 1278 Portland ME 04104 N/A PC General Support 65000 West Side Center for Community Life Inc 263 West 86th Street New York NY 10024 N/A PC General Support 110000 2970000 0 14 348 14 1582997 18 -417818 0 1165527 0 1165527 0 0 0 0 0 0 0 0 0 0 X X 1 Robert S Nanovic 2009 Charitable Lead Annuity Trust PO Box 927 Captiva FL 339240927 361455 X 2 Robert S Nanovic 2017 Charitable Lead Annuity Trust PO Box 927 Captiva FL 339240927 2526932 X X 2 6,560 shares Home Depot, Inc. 1932117 2023-11-02 Accounting Fees 3250 1625 1625 The organization elects to apply $39,853 to undistributed income from 2021. 600 units ABBV 92982 92982 1000 units AMZN 151940 151940 155 units AMGN 44643 44643 500 units AAPL 96265 96265 500 units ADSK 121740 121740 660 units BA 172036 172036 35 units BKNG 124153 124153 650 units CVX 96954 96954 60 units CMG 137218 137218 900 units GLW 48720 48720 300 units CMI 71871 71871 1000 units DOW 54840 54840 600 units EMR 58398 58398 300 units FDX 75891 75891 1500 units FTNT 87795 87795 400 units IBM 65420 65420 80 units INTU 50002 50002 800 units JPM 136080 136080 150 units LMT 67986 67986 550 units MSFT 206822 206822 800 units NEE 48592 48592 450 units PEP 76428 76428 800 units DGX 110304 110304 300 units CRM 78942 78942 900 units SWK 88290 88290 300 units SYK 89838 89838 18659 units HD 6466276 6466276 460 units DIS 41533 41533 130 units UNH 68441 68441 1780 units BN 89066 89066 650 units CB 146900 146900 2870 units ENB 103377 103377 3400 units IAU 132702 132702 860 units VNQ 75990 75990 3300 units ABBV 511401 511401 3800 units AMZN 577372 577372 1000 units AMGN 288020 288020 2700 units AAPL 519831 519831 2100 units ADSK 511308 511308 2000 units BRKB 713320 713320 2600 units BA 677716 677716 220 units BKNG 780388 780388 5400 units BMY 277074 277074 400 units CMG 914784 914784 8500 units GLW 258825 258825 2000 units CMI 479140 479140 7000 units DOW 383880 383880 7000 units DD 538510 538510 3500 units EMR 340655 340655 2800 units XOM 279944 279944 2675 units FDX 676695 676695 8725 units FTNT 510674 510674 3710 units IBM 606771 606771 500 units INTU 312515 312515 2000 units JPM 340200 340200 1800 units JNJ 282132 282132 1400 units LMT 634536 634536 1650 units MSFT 620466 620466 4550 units NEE 276367 276367 1400 units QCOM 202482 202482 2750 units CRM 723635 723635 12000 units XLV 1636560 1636560 101301 units HD 35105862 35105862 2820 units DIS 254618 254618 3000 units TJX 281430 281430 800 units UNH 421176 421176 700 units WM 125370 125370 17820 units BN 714938 714938 2140 units CB 483640 483640 15710 units ENB 565874 565874 2000 units MDT 164760 164760 9450 units ST 355037 355037 4920 units TSM 511680 511680 7360 units XLE 617062 617062 9800 units IAU 382494 382494 Legal Fees 225 0 225 Accrued Income 29613 29613 Office Supplies 397 0 397 Unrealized Gains from Securities Held and Donated 6872231 Investment Fees 184516 184516 0 Administration Fees 45225 0 45225 Foreign Taxes 10754 10754 0 Excise Taxes 21966 0 0