2024-05-13T13:43:45-05:00 2023-12-31 210650289 KLATZKIN & COMPANY LLP 1670 WHITEHORSE HAM SQ RD HAMILTON NJ 086903513 990PF 2023-01-01 386865774 WHITNEY CHARITABLE FOUNDATION C/O KLATZKIN & CO WHIT 6098909189 1670 WHITEHORSE HAM SQ RD HAMILTON NJ 08690 SCOTT HAVESON TRUSTEE/DIRECTOR 6098909189 2024-05-10 1 SCOTT HAVESON 999009999 0 MICHELLE ROBB CPA P01312427 6098909189 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 1609561 X X 48309 48309 17815 1227072 17815 66124 66124 0 0 0 10347 10347 0 13392 13392 0 766 766 0 217 217 0 24722 24722 0 82700 82700 107422 24722 82700 -41298 41402 92187 69321 69321 1688 123 123 948908 1217327 1319427 492023 206737 220690 1534806 1493508 1609561 0 0 X 2729639 2735583 0 0 -1194833 -1242075 1534806 1493508 1534806 1493508 1534806 -41298 0 1493508 0 1493508 PUBLICLY TRADED SECURITIES S/T P 887737 877779 9958 9958 PUBLICLY TRADED SECURITIES L/T P 339305 331478 7827 7827 CAPITAL GAINS DIVIDENDS P 30 30 30 17815 575 0 575 0 575 1560 0 0 0 1560 X 0 985 985 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 NONE KLATZKIN & CO LLP 6098909189 1670 WHITEHORSE HAMILTON SQ RD HAMILTON NJ 08690 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JACK ROSS 449 S 12TH ST 1802 TAMPA FL 33602 TRUSTEE/DIRECTOR 1.00 0 0 0 SCOTT HAVESON 1414 1ST AVE WEST APT 602 SEATTLE WA 98119 TRUSTEE/DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 1485519 87246 0 1572765 0 0 1572765 23591 1549174 77459 77459 575 575 76884 0 76884 0 76884 82700 0 82700 76884 81623 0 0 82700 81623 0 0 1077 0 0 0 0 0 0 0 0 75807 0 0 0 SCOTT HAVESON 1414 1ST AVE WEST APT 602 SEATTLE WA 98119 6098909189 CHARITABLE PURPOSE FOR THE REQUEST 9/30 MUST BE FOR A CHARITABLE, EDUCATIONAL, SCIENTIFIC OR RELIGIOUS PURPOSE. ANIMALS ANGELS USA PO BOX 1056 WESTMINSTER MD 21158 NONE PUBLIC CHARITY TO HELP ANIMALS 4000 BEST FRIENDS ANIMAL SOCIETY 5001 ANGEL CANYON RD KANAB UT 84741 NONE PUBLIC CHARITY TO HELP ANIMALS 4000 CASTLETON RANCH HORSE RESCUE 25581 OLD RANCH DRIVE VALLEY CENTER CA 92082 NONE PUBLIC CHARITY TO HELP ANIMALS 4000 CHABAD CHAI OF SOUTH TAMPA 606 S TAMPANIA AVE TAMPA FL 33609 NONE PUBLIC CHARITY OPERATING FUND 5000 DEFENDERS OF ANIMAL RIGHTS 14412 OLD YORK RDPO BOX 25 PHOENIX MD 21131 NONE PUBLIC CHARITY TO HELP ANIMALS 4000 FARM SANCTUARY INC PO BOX 150 WATKINS GLEN NY 14891 NONE PUBLIC CHARITY TO HELP ANIMALS 4000 FLORIDA HOLOCAUST MUSEUM 55 5TH STREET SOUTH ST PETERSBURG FL 33701 NONE PUBLIC CHARITY EDUCATIONAL 2600 JANE GOODALL INSTITUTE 1120 20TH ST NW STE 520S WASHINGTON DC 20036 NONE PUBLIC CHARITY TO HELP EDUCATION OF YOUTH 4000 JOYCE'S VOICES FOR CATS PO BOX 306 YARDLEY PA 19067 NONE PUBLIC CHARITY TO HELP ANIMALS 4000 LIFESAVERS WILD HORSE 35700 SAND CANYON ROAD CALIENTE CA 93518 NONE PUBLIC CHARITY TO HELP ANIMALS 4000 MYLESTONE EQUINE RESCUE 277 STILL VALLEY RD PHILLIPSBURG NJ 08865 NONE PUBLIC CHARITY TO HELP ANIMALS 4000 NOAHS LOST ARK EXOTIC ANIMAL RESCUE 8424 BEDELL RD BERLIN CENTER OH 44401 NONE PUBLIC CHARITY TO HELP ANIMALS 4000 NORTHWOOD EDUCATION FOUNDATION N 14463 HIGHWAY 53 MINONG WI 54859 NONE PUBLIC CHARITY TO HELP EDUCATION OF YOUTH 3100 PASADO'S SAFE HAVEN PO BOX 171 SULTAN WA 98294 NONE PUBLIC CHARITY TO HELP ANIMALS 5000 PAWS PO BOX 3771 SEATTLE WA 98124 NONE PUBLIC CHARITY TO HELP ANIMALS 4000 REDWINGS HORSE SANCTUARY PO BOX 186 PASO ROBLES CA 93447 NONE PUBLIC CHARITY TO HELP ANIMALS 4000 RETURN TO FREEDOM PO BOX 926 LOMPOC CA 93438 NONE PUBLIC CHARITY TO HELP ANIMALS 4000 SOUTH FLORIDA WILDLIFE CENTER 3200 SW 4TH AVE FT LAUDERDALE FL 33315 NONE PUBLIC CHARITY TO HELP ANIMALS 4000 TAMPA JEWISH COMMUNITY CENTERS & FEDERATION 449 SOUTH 12TH STREET UNIT 1802 TAMPA FL 33602 NONE PUBLIC CHARITY OPERATING FUND 7000 WILDCAT SANCTUARY PO BOX 314 SANDSTONE MN 55072 NONE PUBLIC CHARITY TO HELP ANIMALS 4000 82700 0 14 48309 18 17815 0 66124 0 66124 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 10347 10347 0 THE FOUNDATION IS ORGANIZED AS A TRUST IN THE STATE OF FLORIDA. IT DOES NOT SOLICIT PUBLIC FUNDS THEREFORE THERE IS NO REQUIREMENT TO FURNISH A COPY OF THE 990PF TO THE STATE OF FLORIDA. FIDELITY AC #3971 CORP BOND 206737 220690 FIDELITY AC #3971 MUTUAL FUNDS 383389 383155 FIDELITY AC #3971 ETPS 684756 747052 FIDELITY AC #3971 COMMON STOCK 145114 184863 FIDELITY AC #3971 OTHER STOCK 4068 4357 MISCELLANEOUS EXPENSE 217 217 0 INVESTMENT ADVISORY FEES 13392 13392 0 FOREIGN TAX W/H 766 766 0