2024-11-08T13:00:13-06:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 416517207 The William J J Gordon Family Foundation % Foundation Source WILL 4349812080 G D PHELPS HAMAR 300 PARK AV FL 19 New York NY 10022 g david hamar trustee 8008391754 2024-11-06 true true Jeffrey D Haskell P01345770 8008391754 2023 2024-10-15 13:58:12Z X 8955673 X 0 X 11642 11642 81150 81150 464505 3425063 464505 14421 12082 571718 569379 16645 16645 69506 69506 5430 1530 58334 23124 35210 149915 94160 51855 443000 443000 592915 94160 494855 -21197 475219 269807 172378 172378 175015 193783 192597 3525162 3599671 6656347 322272 296713 302961 1337631 1346145 1631390 5629887 5608690 8955673 0 0 X 5629887 5608690 5629887 5608690 5629887 5608690 5629887 -21197 5608690 5608690 Publicly-traded Securities 3425063 2980054 445009 445009 Passthrough K1 Capital Gain/(Loss) 19496 464505 6606 6606 6606 6800 0 2400 9200 X 0 2594 2594 false false false false false false false true true MA true false false false false true Foundation Source 8008391754 55 WALLS DRIVE FL 3 Fairfield CT 06824 false false false true true false false false false false false false false false false false false false false false false false Elizabeth Gordon G D PHELPS HAMAR 300 PARK AV FL 19 New York NY 10022 Trustee 1.0 0 0 0 G David Phelps Hamar G D PHELPS HAMAR 300 PARK AV FL 19 New York NY 10022 Trustee 5.0 16645 0 0 Chilton Trust Company 300 Park Avenue 19th Floor New York NY 10022 Investment Mgmt 67036 6712171 376224 1631390 8719785 0 8719785 130797 8588988 429449 429449 6606 6606 422843 422843 422843 494855 0 0 0 0 494855 422843 115779 48304 56572 128227 80842 429724 494855 422843 72012 501736 0 115779 385957 48304 56572 128227 80842 72012 NONE X 13 HANDS EQUINE RESCUE INC 50 TUSCAN WAY CLINTON CORNERS NY 12514 N/A PC General & Unrestricted 5000 ACTIVE PLUS 295 CONVENT AVE APT 66 NEW YORK NY 10031 N/A PC General & Unrestricted 1000 ADELANTE MUJERES 2030 MAIN ST STE A 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N/A PC General & Unrestricted 1000 C Hardin 7101 N Interstate Highway 35 Austin TX 78752 NONE I Hardship Assistance Grant 6500 CAMP SUNSHINE AT SEBAGO LAKE INC 35 ACADIA RD CASCO ME 04015 N/A PC General & Unrestricted 3000 CARITAS OF AUSTIN 611 NECHES ST AUSTIN TX 78701 N/A PC General & Unrestricted 5000 CENTER FOR WILDLIFE INC 375 MOUNTAIN RD CAPE NEDDICK ME 03902 N/A PC General & Unrestricted 2500 CHECK YOUR COMPASS 135 E MAIN ST HOPKINTON MA 01748 N/A PC General & Unrestricted 1000 CHURCH COMMUNITY OUTREACH SERVICES INC PO BOX 1175 KENNEBUNK ME 04043 N/A PC General & Unrestricted 1000 CHURCH COMMUNITY OUTREACH SERVICES INC PO BOX 1175 KENNEBUNK ME 04043 N/A PC to buy meat for the pantry 4000 COMMUNITY HARVEST PO BOX 1393 KENNEBUNK ME 04043 N/A PC General & Unrestricted 500 COMMUNITY OF CARING 39 WESTERN AVE KENNEBUNK ME 04043 N/A PC General & Unrestricted 2000 CRADLES TO CRAYONS INC 4700 WISSAHICKON AVE STE 142 PHILADELPHIA PA 19144 N/A PC General & Unrestricted 1500 CREATIVE GROWTH 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to shoulder Tanzania 5000 ISLAND INSTITUTE 386 MAIN ST ROCKLAND ME 04841 N/A PC Lift all boats @ Luke's lobster 20000 JACKSON HOLE CHILDRENS MUSEUM PO BOX 995 JACKSON WY 83001 N/A PC General & Unrestricted 7500 JACQUES PEPIN FOUNDATION 56 MIDDLE HWY BARRINGTON RI 02806 N/A PC General & Unrestricted 1000 JEFFS PLACE CHILDRENS BEREAVEMENT CENTER INC 281 PLEASANT ST FRAMINGHAM MA 01701 N/A PC General & Unrestricted 2000 JEWISH COMMUNITY ALLIANCE OF SOUTHERN MAINE 1342 CONGRESS ST PORTLAND ME 04102 N/A PC General & Unrestricted 2000 JEWISH FAMILY AND CHILDRENS SERVICE 1430 MAIN ST WALTHAM MA 02451 N/A PC General & Unrestricted 5000 JUNIOR LEAGUE OF PORTLAND OREGON INC PO BOX 25072 PORTLAND OR 97298 N/A PC General & Unrestricted 1000 JUSTICE POLICY INSTITUTE 1012 14TH ST NW STE 600 WASHINGTON DC 20005 N/A PC General & Unrestricted 1000 KENNEBUNK BEACH IMPROVEMENT ASSOCIATION PO BOX 707 KENNEBUNK ME 04043 N/A PC General & Unrestricted 500 KENNEBUNK FREE LIBRARY ASSOCIATION 112 MAIN ST 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ME 04046 N/A PC General & Unrestricted 1000 LT SCOTT F MILLEY RANGER FOUNDATION 22 BASSWOOD AVE SUDBURY MA 01776 N/A PC General & Unrestricted 1000 M Johnson 12433 Dessau Road Austin TX 78754 NONE I Hardship Assistance Grant 6500 MAHOOSUC LAND TRUST INC PO BOX 981 BETHEL ME 04217 N/A PC General & Unrestricted 2000 MAINE ADAPTIVE SPORTS & RECREATION 2 MAIN ST BETHEL ME 04217 N/A PC General & Unrestricted 1000 MAINE CANCER FOUNDATION 170 US RTE 1 STE 250 FALMOUTH ME 04105 N/A PC Charitable Event 1000 MAINE CHILDRENS HOME FOR LITTLE WANDERERS 93 SILVER ST WATERVILLE ME 04901 N/A PC General & Unrestricted 1500 MAINE PUBLIC BROADCASTING CORPORATION 1450 LISBON ST LEWISTON ME 04240 N/A PC General & Unrestricted 5000 MAINE SPECIAL OLYMPICS 525 MAIN ST STE D S PORTLAND ME 04106 N/A PC General & Unrestricted 500 MAINEHEALTH 22 BRAMHALL ST PORTLAND ME 04102 N/A PC Moonlight challenge 7000 MAKE-A-WISH FOUNDATION OF MAINE 66 MUSSEY RD SCARBOROUGH ME 04074 N/A PC General & Unrestricted 6000 MARINE MAMMALS OF MAINE PO BOX 751 BATH ME 04530 N/A PC General & Unrestricted 3000 MARINE TOYS FOR TOTS FOUNDATION 18251 QUANTICO GATEWAY DR TRIANGLE VA 22172 N/A PC General & Unrestricted 1000 MASSACHUSETTS AUDUBON SOCIETY INC 208 S GREAT RD LINCOLN MA 01773 N/A PC Drumlin Farm Education Center 1000 MILLBROOK SCHOOL 131 MILLBROOK SCHOOL RD MILLBROOK NY 12545 N/A PC Trevor Zoo 100 MOBILE LOAVES & FISHES INC 9301 HOG EYE RD UNIT 950 AUSTIN TX 78724 N/A PC General & Unrestricted 3000 NATIONAL PUBLIC RADIO INC PO BOX 791490 BALTIMORE MD 21279 N/A PC General & Unrestricted 3000 NEW AVENUES FOR YOUTH INC 1220 SW COLUMBIA ST PORTLAND OR 97201 N/A PC General & Unrestricted 5000 OCTAGON SEQUENCE OF EIGHT INC 41660 HORSESHOE RD PUNTA GORDA FL 33982 N/A PC General & Unrestricted 1000 OREGON MUSEUM OF SCIENCE AND INDUSTRY 1945 SE WATER AVE PORTLAND OR 97214 N/A PC Teen Science Alliance 7500 OREGON PUBLIC BROADCASTING 7140 S MACADAM AVE PORTLAND OR 97219 N/A PC General & Unrestricted 500 OREGON ZOO FOUNDATION 4001 SW CANYON RD PORTLAND OR 97221 N/A PC Giving Circle 5000 PARTNERS IN HEALTH A NONPROFIT CORPORATION PO BOX 996 FREDERICK MD 21705 N/A PC General & Unrestricted 3000 PEACE RIVER REFUGE & RANCH INC PO BOX 514 SILVER SPGS FL 34489 N/A PC General & Unrestricted 1000 PLANNED PARENTHOOD FEDERATION OF AMERICA INC 123 WILLIAMS ST 10TH FL NEW YORK NY 10038 N/A PC General & Unrestricted 4000 PLANNED PARENTHOOD OF THE TEXAS CAPITAL REGION INC 201 E BEN WHITE BLVD BLDG B AUSTIN TX 78704 N/A PC General & Unrestricted 10000 PORTLAND ART MUSEUM 1219 SW PARK AVE PORTLAND OR 97205 N/A PC General & Unrestricted 2000 PORTLAND MUSEUM OF ART 7 CONGRESS SQ PORTLAND ME 04101 N/A PC Childrens programs 3000 PREBLE STREET 55 PORTLAND ST PORTLAND ME 04101 N/A PC General & Unrestricted 5000 Q Pinnix 662 Mairo Street Austin TX 78748 NONE I Hardship Assistance Grant 6500 RAW ART WORKS INC 37 CENTRAL SQ LYNN MA 01901 N/A PC General & Unrestricted 2000 RIVER TREE ARTS 35 WESTERN AVE KENNEBUNK ME 04043 N/A PC General & Unrestricted 2000 SACO RIVER WILDLIFE CENTER 238 RIVER RD LIMINGTON ME 04049 N/A PC General & Unrestricted 1000 SAFE HAVEN HUMANE SOCIETY PO BOX 91 WELLS ME 04090 N/A PC General & Unrestricted 2000 SAIL MAINE INC 58 FORE ST PORTLAND ME 04101 N/A PC kids Scholarship Fund 3000 SAVE THE CHILDREN FEDERATION INC 501 KINGS HWY EAST STE 400 FAIRFIELD CT 06825 N/A PC GAF: Global Action Fund - GC 10x matching-Gaza help 10000 SAVE THE CHILDREN FEDERATION INC 501 KINGS HWY EAST STE 400 FAIRFIELD CT 06825 N/A PC Gag GC 10 x impact 10000 SAVE THE CHILDREN FEDERATION INC 501 KINGS HWY EAST STE 400 FAIRFIELD CT 06825 N/A PC General & Unrestricted 1000 SECRET SANTA PO BOX 724 KENNEBUNK ME 04046 N/A PC General & Unrestricted 5000 SHARE OUR STRENGTH 1030 15TH ST NW STE 1100W WASHINGTON DC 20005 N/A PC General & Unrestricted 1000 SOUTH CONGREGATIONAL CHURCH UCC PO BOX 414 KENNEBUNKPORT ME 04046 N/A PC General & Unrestricted 1500 SPECIAL SURFERS PO BOX 752 SACO ME 04072 N/A PC General & Unrestricted 4000 T Justus 103 North Avenue Council Bluffs IA 51501 NONE I Hardship Assistance Grant 6500 TEXAS CAMPAIGN FOR THE ENVIRONMENT FUND 814 SAN JACINTO BLVD AUSTIN TX 78701 N/A PC General & Unrestricted 3000 THE AGAINST MALARIA FOUNDATION PO BOX 7247-6370 PHILADELPHIA PA 19170 N/A PC General & Unrestricted 15000 THE CENTER FOR GRIEVING CHILDREN 555 FOREST AVE PORTLAND ME 04101 N/A PC General & Unrestricted 5000 THE DAVID SHELDRICK WILDLIFE TRUST USA 25283 CABOT RD STE 101 LAGUNA HILLS CA 92653 N/A PC General & Unrestricted 1000 THE GIRLS FOUNDATION OF TANZANIA PO BOX 11224 PORTLAND ME 04104 N/A PC General & Unrestricted 8000 THE GREATER BOSTON FOOD BANK INC 70 S BAY AVE BOSTON MA 02118 N/A PC General & Unrestricted 10000 THE LIVESTOCK CONSERVANCY INC PO BOX 477 PITTSBORO NC 27312 N/A PC General & Unrestricted 5000 THE RED SOX FOUNDATION INC 4 JERSEY ST BOSTON MA 02215 N/A PC General & Unrestricted 1000 THE RIVER FUND MAINE PO BOX 111 NEWRY ME 04261 N/A PC General & Unrestricted 1000 THE SATO PROJECT INC 130 WATER ST BROOKLYN NY 11201 N/A PC General & Unrestricted 2000 THE UNIVERSITY OF TEXAS AT AUSTIN PO BOX 7458 AUSTIN TX 78713 N/A GOV KUT 3000 THORNE ECOLOGICAL INSTITUTE PO BOX 19107 BOULDER CO 80308 N/A PC General & Unrestricted 7500 TOWN OF KENNEBUNK 1 SUMMER ST KENNEBUNK ME 04043 N/A GOV FOOD AND FUEL FUND 1500 TOWN OF KENNEBUNKPORT PO BOX 566 KENNEBUNKPORT ME 04046 N/A GOV Kennebunkport Parks and Recreation 500 TOWN OF KENNEBUNKPORT PO BOX 566 KENNEBUNKPORT ME 04046 N/A GOV FUEL AND FOOD fund 2000 TOWN OF KENNEBUNKPORT PO BOX 566 KENNEBUNKPORT ME 04046 N/A GOV General & Unrestricted 1000 TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW 722 W 168TH ST 12TH FL NEW YORK NY 10032 N/A PC Dept of environmental health services 5000 TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW 722 W 168TH ST 12TH FL NEW YORK NY 10032 N/A PC Columbia Center for Children's Environmental Health 5000 TRUSTEES OF DARTMOUTH COLLEGE 100 TUCK HALL DARTMOTH COLLEGE HANOVER NH 03755 N/A PC Patricia A. Palmiotto Business & Society Fund - to help individuals seeking to help with corporate responsibility 1000 TURNING POINT USA INC 4940 EAST BEVERLY RD PHOENIX AZ 85044 N/A PC POPlitics & The Spillover 1000 UNION OF CONCERNED SCIENTISTS INC 2 BRATTLE SQ SUITE 6 CAMBRIDGE MA 02138 N/A PC General & Unrestricted 3000 UNITED RECOVERY FUND 494 FOREST AVE PORTLAND ME 04101 N/A PC General & Unrestricted 1000 VERITAS CHRISTIAN ACADEMY INC 6 LOKER ST DOOR H WAYLAND MA 01778 N/A PC Charitable Event 500 WAYNFLETE SCHOOL 360 SPRING ST PORTLAND ME 04102 N/A PC Tiki and Jona discretionary fund 1000 WAYSIDE FOOD PROGRAMS PO BOX 1278 PORTLAND ME 04104 N/A PC General & Unrestricted 2000 WINTERKIDS EDUCATION FOUNDATION 506 MAIN ST SUITE 10 WESTBROOK ME 04092 N/A PC General & Unrestricted 5000 YORK COUNTY COMMUNITY ACTION CORP 6 SPRUCE ST SANFORD ME 04073 N/A PC General & Unrestricted 3000 YORK COUNTY SHELTER PROGRAMS INC 24 GEORGE RD ALFRED ME 04002 N/A PC General & Unrestricted 2000 YOUTH SENTENCING & REENTRY PROJECT INC 1528 WALNUT ST STE 515 PHILADELPHIA PA 19102 N/A PC General & Unrestricted 1000 443000 14 11642 14 81150 18 464505 K-1 Inc/Loss 14 12082 Federal Tax Refund 01 2339 571718 571718 false false false false false false false false false false G David Phelps Hamar G DAVID PHELPS HAMAR, TRUSTEE OF THE WILLIAM J.J. GORDON FAMILY FOUNDATION (THE "FOUNDATION"), IS A SENIOR VICE PRESIDENT & HEAD OF WEALTH ADVISORY SERVICES AT THE INVESTMENT MANAGEMENT FIRM OF CHILTON TRUST COMPANY, A DISQUALIFIED PERSON WHICH PROVIDES INVESTMENT MANAGEMENT SERVICES TO THE FOUNDATION. DURING THE TAXABLE YEAR ENDING DECEMBER 31,2023, THE FOUNDATION PAID $67,036 FOR INVESTMENT MANAGEMENT SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF, PART I, LINE 16C. SUCH INVESTMENT MANAGEMENT FIRM BILLED THE FOUNDATION AT THE SAME RATE OR BELOW THE RATE IT CHARGES ITS OTHER CLIENTS. AMERICAN TOWER CORP - 5.200% - 19275 20332 AMERICAN TOWER CORP - 5.800% - 14974 15581 AT&T INC - 4.100% - 02/15/2028 13955 14671 AUTOZONE INC - 5.050% - 07/15/ 9987 10067 BANK AMER CORP - 3.500% - 04/1 14206 14603 BROADCOM INC - 3.500% - 01/15/ 13762 14393 CATERPILLAR FINL SVCS MTNS BE 14993 13869 ENTERPRISE PRODUCTS OPER LLC - 14875 15142 EVERSOURCE - 5.950% - 02/01/20 14935 15719 INTUIT NOTE - 5.125% - 09/15/2 14964 15515 JPMORGAN CHASE & CO SUB BOND - 18924 19798 KEUGIG - 4.597% - 05/25/2028 9580 10014 LAUDER ESTEE - 4.375% - 05/15/ 10007 9977 MERATHON OIL CORP - 4.400% - 0 14193 14618 MERCK & CO INC - 4.050% - 05/1 14979 14946 MICRON TECH - 5.375% - 04/15/2 14697 15294 ONTARIO PROV CDA BD - 0.625% - 29436 27793 ORACLE CORP - 4.500% - 05/06/2 9662 10008 STANLEY BLACK & DECKER - 6.000 14989 15766 VERIZON COMMS - 4.329% - 09/21 14320 14855 ALPHABET INC CL A 89729 131448 AON PLC CL A 73336 68099 AUTOZONE INC 110901 118938 BERKLEY W R CP 148638 159969 BERKSHIRE HATHAWAY INC. CLASS 163941 167274 CANADIAN PACIFIC RAILWAY LTD 279790 343041 CHOCOLADEFABRIKEN LINDT & SPRU 60512 59875 CINTAS CRP 95575 318807 COSTCO WHOLESALE CORPORATION 99492 431032 CSX CORP 164814 245533 DAVIDE CAMPARI-MILANO SPA 29959 64490 DEERE CO 73598 128358 EATON CORP PLC 97369 110777 GALLAGHER ARTHUR J & CO 228372 220607 HERMES INTL S A 69595 122902 HOME DEPOT INC 43158 383631 INTERNATIONAL BUSINESS MACHINE 142404 180232 L'OREAL ADR 97490 110445 L'OREAL CO ACT 147405 219766 MASTERCARD INC 100697 276805 METTLER-TOLEDO INTL 104577 201351 MICROSOFT CORP 97314 642653 MONSTER BEVERAGE CORP 114632 143103 MOODYS CORP 29784 116777 MORGAN STANLEY 96055 111993 MURPHY USA INC 89574 111247 O'REILLY AUTOMOTIVE INC 37752 121610 PEPSICO INC 171905 164235 PROGRESSIVE CORP OHIO 107548 133317 REPUBLIC SVCS INC 184765 378963 SHERWIN-WILLIAMS CO 169606 530231 THERMO FISHER SCIENTIFIC INC 33102 70064 UNION PACIFIC 46282 68774 193783 192597 CHILTON SELECT EQUITY FUND, L. 1346145 1631390 Administrative Fees 35175 35175 Bank Charges 60 60 K-1 Exp CHILTON SELECT EQUITY 23064 23064 State or Local Filing Fees 35 35 K-1 Inc/Loss CHILTON SELECT EQUITY FUND, L.P 12082 12082 Federal Tax Refund 2339 Investment Management Services 69506 69506 990-PF Estimated Tax for 2023 3900 Foreign Tax Paid 1530 1530