WIDGEON POINT CHARITABLE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WIDGEON POINT CHARITABLE FOUNDATION (EIN 13-6201175)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-24
- IRS object ID
- 202322979349100712
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-24T13:47:16-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010448006 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALBIN RANDALL & BENNETT | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 445 130 MIDDLE STREET | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 041120445 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136201175 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WIDGEON POINT CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WIDG | BusinessNameControlTxt |
| Phone | 2072003168 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO PRYOR CASHMAN 7 TIMES SQUARE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100366354 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN B ROBINSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2072003168 | PhoneNum |
| Signature | 2023-10-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | ROBINSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL P DOIRON | PreparerPersonNm |
| PTIN | P01206204 | PTIN |
| Phone | 2077721981 | PhoneNum |
| Preparation | 2023-10-20 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $50,336,556 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,068,643 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,068,643 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$257,310 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,920,079 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $26,456 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $837,789 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,068,644 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $496,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $99,200 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $396,800 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,266,770 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,266,770 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $46,499 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $23,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $23,249 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $158,388 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $144,221 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $14,167 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $107,834 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,233 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $22,710 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $41,677 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $8,335 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $33,342 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $419,342 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $206,510 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $40,534 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,536,510 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $487,749 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,797,572 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,405,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,405,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,942,010 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $487,749 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,203,072 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,104,221 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $580,895 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,803,258 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,046,169 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,046,169 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $817,716 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $29,680 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $29,680 | RcvblFromOfficersEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,106,961 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,106,961 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $27,370,041 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,817,230 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,815,101 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,083,689 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,944,085 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,034,468 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $11,283,310 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,173,998 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,299,052 | OtherInvestmentsEOYFMVAmt |
| Land BOY | $25,345 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $8,064 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,125 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,125 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $59,391,423 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,123,248 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $50,336,556 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $21,523 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $21,523 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $59,369,900 | RetainedEarningBOYAmt |
| Retained Earning EOY | $36,123,248 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $59,369,900 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $36,123,248 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $59,391,423 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $36,123,248 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $59,369,900 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,104,221 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $55,265,679 | SubtotalAmt |
| Other Decreases | $19,142,431 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $36,123,248 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $335,351 | $737,985 | -$402,634 | -$402,634 | |
| PUBLICLY TRADED SECURITIES | $5,428,518 | $5,033,946 | $394,572 | $394,572 | |
| ENTERPRISE PRODUCTS PARTNERS LP | $98,290 | $98,290 | $98,290 | ||
| ROYCE INSTITUTIONAL FUND LLC K1 FLOW THRU | $405,458 | -$405,458 | -$405,458 | P | |
| ROYCE INSTITUTIONAL FUND LLC K1 FLOW THRU | $57,920 | $57,920 | $57,920 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$257,310 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,074 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,074 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,074 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $38,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $38,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $76,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $145 | EsPenaltyAmt |
| Overpayment | $67,781 | OverpaymentAmt |
| Applied To ES Tax | $67,781 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (1) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | ME | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.WIDGEONPOINT.ORG | WebsiteAddressTxt |
| Individual With Books | VERRILL DANA LLP | IndividualWithBooksNm |
| Phone | 2077744000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PORTLAND SQUARE | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN B ROBINSON | ||||||||
| C/O PRYOR CASHMAN 7 TIMES SQUARE | NEW YORK | NY | 10036 | PRESIDENT | 30.00 | $248,000 | $0 | $0 |
| CHRISTOPHER N ROBINSON | ||||||||
| C/O PRYOR CASHMAN 7 TIMES SQUARE | NEW YORK | NY | 10036 | TREASURER AND SECRETARY | 30.00 | $248,000 | $0 | $0 |
| MARK MORRISSETTE | ||||||||
| C/O PRYOR CASHMAN 7 TIMES SQUARE | NEW YORK | NY | 10036 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BARBARA G ROBINSON | ||||||||
| 10 CLIFFDALE RD | GREENWICH | CT | 06831 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROWLAND PERRY ROBINSON | ||||||||
| 410 RIVERSVILLE RD | GREENWICH | CT | 06831 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GOULSTON AND STORRS LLP | |||||
| 885 THIRD AVENUE | NEW YORK | NY | 10022 | LEGAL SERVICES | $1,250,000 |
| AMERIPRISE FINANCIAL | |||||
| 70400 AMERIPRISE FINANCIAL CENTER | MINNEAPOLIS | MN | 55474 | INVESTMENT MANAGEMENT | $136,127 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $41,453,970 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,817,579 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $55,271,549 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $55,271,549 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $829,073 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $54,442,476 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,722,124 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,722,124 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,074 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,074 | TotalTaxAmt |
| Distributable Before Adj | $2,714,050 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,714,050 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,714,050 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,203,072 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,203,072 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,714,050 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $359,553 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $172,380 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $759,509 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,150,351 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,441,793 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,203,072 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,714,050 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,489,022 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,930,815 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $359,553 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,571,262 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $172,380 | ExcessFromYear4Amt |
| Excess From Year2 | $759,509 | ExcessFromYear2Amt |
| Excess From Year1 | $1,150,351 | ExcessFromYear1Amt |
| Excess From Current Year | $1,489,022 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOHN B ROBINSON PRESIDENT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 10779 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2072003168 | RecipientPhoneNum |
| Form And Info And Materials | PLEASE SUBMIT YOUR APPLICATION ONLINE AT WWW.WIDGEONPOINT.ORG/APPLY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEPTEMBER 15 | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE WIDGEON POINT CHARITABLE FOUNDATION ONLY FUNDS RECOGNIZED 501(C)(3) ORGANIZATIONS BASED IN THE UNITED STATES OF AMERICA AND ITS TERRITORIES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (135 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 240 STRINGS | |||||||
| PO BOX 10193 | PORTLAND | ME | 04101 | PC | OPERATIONAL SUPPORT | $500 | |
| ARCH ASSOCIATION FOR ROLLINSFORD CULURAL HISTORY | |||||||
| 47 WATER ST | ROLLINSFORD | NH | 03869 | PC | OPERATIONAL SUPPORT | $500 | |
| ACE MENTOR PROGRAM OF MAINE INC | |||||||
| 1501 CHERRY STREET | PHILADELPHIA | PA | 19102 | PC | OPERATIONAL SUPPORT | $500 | |
| ALASKA ARTS SOUTHEAST INC | |||||||
| 121 JOHN BRADY DR | SITKA | AK | 99835 | PC | OPERATIONAL SUPPORT | $500 | |
| ALLAGASH WILDERNESS WATERWAY FOUNDATION | |||||||
| PO BOX 10008 | PORTLAND | ME | 04104 | PC | OPERATIONAL SUPPORT | $2,500 | |
| APEX YOUTH CONNECTION | |||||||
| 45 GRANITE ST | BIDDEFORD | ME | 04005 | PC | OPERATIONAL SUPPORT | $500 | |
| AUTISM SOCIETY OF MAINE | |||||||
| 72 MAIN ST STE B | WINTHROP | ME | 04364 | PC | OPERATIONAL SUPPORT | $500 | |
| BESSEMER GIVING FUND | |||||||
| 100 WOODBRIDGE CENTER DRIVE | WOODBRIDGE | NJ | 07095 | PC | DONOR ADVISED FUND | $1,875,000 | |
| BIDDEFORD FOOD PANTRY | |||||||
| 162 ELM ST | BIDDEFORD | ME | 04005 | PC | OPERATIONAL SUPPORT | $2,500 | |
| BOYS & GIRLS CLUB OF SOUTHERN MAINE | |||||||
| PO BOX 7830 | PORTLAND | ME | 04112 | PC | OPERATIONAL SUPPORT | $1,000 | |
| BREAKWATER ENRICHMENT CENTER | |||||||
| 856 BRIGHTON AVE | PORTLAND | ME | 04102 | PC | OPERATIONAL SUPPORT | $500 | |
| CAPITOL SQUASH INC | |||||||
| 300 SUMMIT ST | HARTFORD | CT | 06106 | PC | OPERATIONAL SUPPORT | $500 | |
| CASTING FOR RECOVERY | |||||||
| 109 E OAK ST STE 1G | BOZEMAN | MT | 59715 | PC | OPERATIONAL SUPPORT | $1,000 | |
| CENTER FOR GRIEVING CHILDREN | |||||||
| 555 FOREST AVE | PORTLAND | ME | 04101 | PC | OPERATIONAL SUPPORT | $2,500 | |
| CENTER FOR MAINE CONTEMPORARY ART | |||||||
| 21 WINTER ST | ROCKLAND | ME | 04841 | PC | OPERATIONAL SUPPORT | $1,000 | |
| CHEBEAGUE ISLAND LIBRARY | |||||||
| 247 S RD UNIT 3 | CHEBEAGUE ISLAND | ME | 04017 | PC | OPERATIONAL SUPPORT | $500 | |
| CHILDREN'S MUSEUM & THEATRE OF MAINE COMMUNITY FUND | |||||||
| 250 THOMPSONS POINT RD | PORTLAND | ME | 04102 | PC | OPERATIONAL SUPPORT | $500 | |
| CORNELL LAB OF ORNOTHOLOGY | |||||||
| 159 SAPSUCKER WOODS RD | ITHACA | NY | 14850 | PC | OPERATIONAL SUPPORT | $500 | |
| COUNT ME IN | |||||||
| 482 CONGRESS ST STE 303 | PORTLAND | ME | 04101 | PC | OPERATIONAL SUPPORT | $500 | |
| CULTIVATING COMMUNITY | |||||||
| 58 BOYD ST | PORTLAND | ME | 04101 | PC | OPERATIONAL SUPPORT | $2,500 | |
| CUMBERLAND LEGAL AID CLINIC (MAINE LAW) | |||||||
| 300 FORE ST | PORTLAND | ME | 04101 | PC | OPERATIONAL SUPPORT | $500 | |
| DISABILITY RIGHTS MAINE | |||||||
| 160 CAPITOL ST 4 | AUGUSTA | ME | 04330 | PC | OPERATIONAL SUPPORT | $500 | |
| FALMOUTH CONSERVATION TRUST | |||||||
| 74 LUNT RD | FALMOUTH | ME | 04105 | PC | OPERATIONAL SUPPORT | $1,000 | |
| FAMILY ICE CENTER | |||||||
| 20 HAT TRICK DR | FALMOUTH | ME | 04105 | PC | OPERATIONAL SUPPORT | $1,000 | |
| FOXCROFT SCHOOL | |||||||
| 22407 FOXHOUND LN | MIDDLEBURG | VA | 20117 | PC | OPERATIONAL SUPPORT | $2,500 | |
| FRENCHMAN'S BAY CONSERVANCY | |||||||
| PO BOX 150 | HANCOCK | ME | 04640 | PC | OPERATIONAL SUPPORT | $500 | |
| FRIENDS OF CASCO BAY | |||||||
| 43 SLOCUM DR | SOUTH PORTLAND | ME | 04106 | PC | OPERATIONAL SUPPORT | $500 | |
| FRIENDS OF FORT GORGES | |||||||
| 400 CONGRESS ST UNIT 17834 | PORTLAND | ME | 04112 | PC | OPERATIONAL SUPPORT | $1,000 | |
| FRIENDS OF THE PRESUMPSCOT RIVER | |||||||
| PO BOX 1474 | WESTBROOK | ME | 04098 | PC | OPERATIONAL SUPPORT | $2,500 | |
| FURNITURE FRIENDS | |||||||
| 15 SAUNDERS WAY | WESTBROOK | ME | 04092 | PC | OPERATIONAL SUPPORT | $500 | |
| GOOD SHEPARD FOOD BANK OF MAINE | |||||||
| 3121 HOTEL RD | AUBURN | ME | 04210 | PC | OPERATIONAL SUPPORT | $500 | |
| GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND | |||||||
| 34 HUTCHERSON DRIVE | GORHAM | ME | 04038 | PC | OPERATIONAL SUPPORT | $500 | |
| GULF OF MAINE RESEARCH INSTITUTE | |||||||
| 350 COMMERCIAL ST | PORTLAND | ME | 04101 | PC | OPERATIONAL SUPPORT | $500 | |
| HABITAT FOR HUMANITY GREATER PORTLAND | |||||||
| 659 WARREN AVE SUITE A | PORTLAND | ME | 04103 | PC | OPERATIONAL SUPPORT | $2,500 | |
| HAND IN HAND MANO EN MANO | |||||||
| 2 PORTLAND FISH PIER 302 | PORTLAND | ME | 04101 | PC | OPERATIONAL SUPPORT | $500 | |
| HARDY GIRLS HEALTHY WOMEN | |||||||
| 295 WATER ST 10 | AUGUSTA | ME | 04330 | PC | OPERATIONAL SUPPORT | $500 | |
| HARVARD UNIVERSITY | |||||||
| 2 MORRISSEY BLVD | DORCHESTER | MA | 02125 | PC | OPERATIONAL SUPPORT | $500 | |
| HENRY ART GALLERY UNIVERSITY OF WASHINGTON | |||||||
| 15TH AVE NE UNIVERSITY OF WASHINGTO | SEATTLE | WA | 98195 | PC | OPERATIONAL SUPPORT | $500 | NE 41ST ST |
| I'M YOUR NEIGHBOR BOOKS | |||||||
| 84 COVE ST SUITE 4 | PORTLAND | ME | 04101 | PC | OPERATIONAL SUPPORT | $1,000 | |
| IMMIGRANT LEGAL ADVOCACY PROJECT | |||||||
| 489 CONGRESS ST 3RD FL | PORTLAND | ME | 04101 | PC | OPERATIONAL SUPPORT | $2,500 | |
| INSTITUTE OF CURRENT WORLD AFFAIRS | |||||||
| 1818 N STREET NW STE 460 | WASHINGTON | DC | 20036 | PC | OPERATIONAL SUPPORT | $25,000 | |
| INTERCULTURAL COMMUNITY CENTER | |||||||
| 36 PATRICK DR | WESTBROOK | ME | 04092 | PC | OPERATIONAL SUPPORT | $500 | |
| JAZZ AT LINCOLN CENTER | |||||||
| 10 COLUMBUS CIR | NEW YORK | NY | 10023 | PC | OPERATIONAL SUPPORT | $2,500 | |
| JEWISH COMMUNITY ALLIANCE OF SOUTHERN MAINE | |||||||
| 1342 CONGRESS ST | PORTLAND | ME | 04102 | PC | OPERATIONAL SUPPORT | $500 | |
| JOBS FOR MAINE GRADS | |||||||
| 65 STONE STREET | AUGUSTA | ME | 04330 | PC | OPERATIONAL SUPPORT | $500 | |
| KENAI WATERSHED FORUM | |||||||
| 44129 STERLING HWY | SOLDOTNA | AK | 99669 | PC | OPERATIONAL SUPPORT | $500 | |
| KENT'S HILL SCHOOL | |||||||
| 1614 MAIN STREET | KENTS HILL | ME | 04349 | PC | OPERATIONAL SUPPORT | $500 | |
| KETCHA OUTDOORS | |||||||
| 336 BLACK POINT RD | SCARBOROUGH | ME | 04074 | PC | OPERATIONAL SUPPORT | $500 | |
| KIDS FIRST CENTER | |||||||
| 51 US-1 SUITE S | SCARBOROUGH | ME | 04074 | PC | OPERATIONAL SUPPORT | $2,500 | |
| KONBIT SANTE CAP HAITIAN HEALTH | |||||||
| 362 US-1 | FALMOUTH | ME | 04105 | PC | OPERATIONAL SUPPORT | $500 | |
| KURT PETER FOUNDATION | |||||||
| PO BOX 691 | MENLO PARK | CA | 94026 | PC | OPERATIONAL SUPPORT | $1,000 | |
| LAUDHOLM TRUST | |||||||
| 342 LAUDHOLM FARM RD | WELLS | ME | 04090 | PC | OPERATIONAL SUPPORT | $500 | |
| LEGAL SERVICE OF THE ELDERLY | |||||||
| 5 WABON ST | AUGUSTA | ME | 04330 | PC | OPERATIONAL SUPPORT | $500 | |
| LIFEFLIGHT FOUNDATION | |||||||
| 13 MAIN ST | CAMDEN | ME | 04843 | PC | OPERATIONAL SUPPORT | $2,500 | |
| LLL USA | |||||||
| 306 GLENN AVENUE | LAWRENCEVILLE | NJ | 08648 | PC | OPERATIONAL SUPPORT | $500 | |
| MAINE ACADEMY OF MODERN MUSIC | |||||||
| 125 PRESUMPSCOT ST | PORTLAND | ME | 04103 | PC | OPERATIONAL SUPPORT | $500 | |
| MAINE ADAPTIVE SPORTS AND RECREATION | |||||||
| 8 SUNDANCE LN | NEWRY | ME | 04261 | PC | OPERATIONAL SUPPORT | $500 | |
| MAINE AUDUBON BIRD SAFE MAINE | |||||||
| 20 GILSLAND FARM RD | FALMOUTH | ME | 04105 | PC | OPERATIONAL SUPPORT | $500 | |
| MAINE BICYCLE COALITION | |||||||
| 38 DIAMOND ST | PORTLAND | ME | 04101 | PC | OPERATIONAL SUPPORT | $500 | |
| MAINE CANCER FOUNDATION | |||||||
| 170 US-1 250 | FALMOUTH | ME | 04105 | PC | OPERATIONAL SUPPORT | $500 | |
| MAINE COAST HERITAGE TRUST | |||||||
| 1 BOWDOIN MILL ISLAND STE 201 | TOPSHAM | ME | 04086 | PC | OPERATIONAL SUPPORT | $500 | |
| MAINE COLLEGE OF ART | |||||||
| 522 CONGRESS ST | PORTLAND | ME | 04101 | PC | OPERATIONAL SUPPORT | $500 | |
| MAINE FARMLAND TRUST | |||||||
| 509 OCEAN AVE | PORTLAND | ME | 04103 | PC | OPERATIONAL SUPPORT | $500 | |
| MAINE HISTORICAL SOCIETY | |||||||
| 489 CONGRESS ST | PORTLAND | ME | 04101 | PC | OPERATIONAL SUPPORT | $1,000 | |
| MAINE ISLAND TRAILS ASSOCIATION | |||||||
| 100 KENSINGTON ST | PORTLAND | ME | 04103 | PC | OPERATIONAL SUPPORT | $500 | |
| MAINE JUSTICE FOUNDATION | |||||||
| 124 STATE ST | AUGUSTA | ME | 04330 | PC | OPERATIONAL SUPPORT | $2,500 | |
| MAINE NEEDS INC | |||||||
| 332 FOREST AVE | PORTLAND | ME | 04101 | PC | OPERATIONAL SUPPORT | $500 | |
| MAINE ORGANIC FARMERS AND GARDENERS | |||||||
| 294 CROSBY BROOK RD | UNITY | ME | 04988 | PC | OPERATIONAL SUPPORT | $500 | |
| MAINE SUMMER CAMPS | |||||||
| 550 FOREST AVENUE SUITE 203 | PORTLAND | ME | 04101 | PC | OPERATIONAL SUPPORT | $2,500 | |
| MAINE YOUTH ACTION NETWORKOPPORTUNITY ALLIANCE | |||||||
| 50 LYDIA LN | SOUTH PORTLAND | ME | 04106 | PC | OPERATIONAL SUPPORT | $500 | |
| MAYO ST ARTS | |||||||
| 10 MAYO ST | PORTLAND | ME | 04101 | PC | OPERATIONAL SUPPORT | $500 | |
| MECHANICS HALL MAINE KIDS CODE | |||||||
| 519 CONGRESS ST | PORTLAND | ME | 04101 | PC | OPERATIONAL SUPPORT | $2,500 | |
| MILESTONE RECOVERY | |||||||
| 65 INDIA ST | PORTLAND | ME | 04101 | PC | OPERATIONAL SUPPORT | $2,500 | |
| MINNEWAWA SPORTSMANS CLUB INC | |||||||
| 20322 GOSHAWK ST | MCGREGOR | MN | 55760 | PC | OPERATIONAL SUPPORT | $500 | |
| MONHEGAN MUSEUM FOR ART AND HISTORY | |||||||
| 1 LIGHT HOUSE HILL RD | MONHEGAN | ME | 04852 | PC | OPERATIONAL SUPPORT | $1,000 | |
| NATIONAL MUSEUM OF THE AMERICAN INDIAN | |||||||
| ONE BOWLING GREEN | NEW YORK | NY | 10004 | PC | OPERATIONAL SUPPORT | $500 | |
| NATURAL RESOURCES COUNCIL OF MAINE | |||||||
| 3 WADE ST | AUGUSTA | ME | 04330 | PC | OPERATIONAL SUPPORT | $500 | |
| NATURAL RESOURCES DEFENSE COUNSEL | |||||||
| 40 WEST 20TH STREET 11TH FL | NEW YORK | NY | 10011 | PC | OPERATIONAL SUPPORT | $500 | |
| NEW ENGLAND ARAB-AMERICAN ASSOCIATION | |||||||
| 420 ALFRED ST 170 | BIDDEFORD | ME | 04005 | PC | OPERATIONAL SUPPORT | $500 | |
| NORTHEASTERN UNIVERSITY | |||||||
| 360 HUNTINGTON AVE | BOSTON | MA | 02115 | PC | OPERATIONAL SUPPORT | $500 | |
| NORTHERN FOREST CANOE TRAIL | |||||||
| 831 MILL BROOK RD | WAITSFIELD | VT | 05673 | PC | OPERATIONAL SUPPORT | $1,000 | |
| OGUNQUIT MUSEUM OF AMERICAN ART | |||||||
| 543 SHORE RD | OGUNQUIT | ME | 03907 | PC | OPERATIONAL SUPPORT | $1,000 | |
| OLYMPIA SNOWE WOMENS LEADERSHIP INSTITUTE | |||||||
| ONE CANAL PLAZA STE 501 | PORTLAND | ME | 04101 | PC | OPERATIONAL SUPPORT | $2,500 | |
| OUR PLACE CO STLAWRENCE ARTS | |||||||
| 76 CONGRESS ST | PORTLAND | ME | 04101 | PC | OPERATIONAL SUPPORT | $2,500 | |
| PENOBSCOT MARINE MUSEUM | |||||||
| 2 CHURCH ST | SEARSPORT | ME | 04974 | PC | OPERATIONAL SUPPORT | $1,000 | |
| PINE TREE LEGAL ASSISTANCE | |||||||
| 88 FEDERAL ST | PORTLAND | ME | 04101 | PC | OPERATIONAL SUPPORT | $2,500 | |
| PORTLAND COMMUNITY SQUASH | |||||||
| 66 NOYES ST | PORTLAND | ME | 04103 | PC | OPERATIONAL SUPPORT | $150,000 | |
| PORTLAND GEAR HUB | |||||||
| 155 WASHINGTON AVE | PORTLAND | ME | 04101 | PC | OPERATIONAL SUPPORT | $500 | |
| PORTLAND MUSEUM OF ART | |||||||
| 7 CONGRESS SQ | PORTLAND | ME | 04101 | PC | OPERATIONAL SUPPORT | $125,000 | |
| PORTLAND PARKS CONSERVANCY | |||||||
| 212 CANCO ROAD SUITE A | PORTLAND | ME | 04103 | PC | OPERATIONAL SUPPORT | $25,000 | |
| PORTLAND PUBLIC LIBRARY | |||||||
| 5 MONUMENT SQUARE | PORTLAND | ME | 04101 | PC | OPERATIONAL SUPPORT | $500 | |
| PORTLAND STAGE | |||||||
| 25 FOREST AVE | PORTLAND | ME | 04101 | PC | OPERATIONAL SUPPORT | $500 | |
| PORTLAND TRAILS | |||||||
| 305 COMMERCIAL ST | PORTLAND | ME | 04101 | PC | OPERATIONAL SUPPORT | $500 | |
| PORTSMOUTH ATHENAEUM | |||||||
| 9 MARKET SQUARE | PORTSMOUTH | NH | 03801 | PC | OPERATIONAL SUPPORT | $500 | |
| PREBLE STREET RESOURCE CENTER | |||||||
| 55 PORTLAND STREET | PORTLAND | ME | 04101 | PC | OPERATIONAL SUPPORT | $2,500 | |
| PRESUMPSCOT REGIONAL LAND TRUST | |||||||
| PO BOX 33 | GORHAM | ME | 04038 | PC | OPERATIONAL SUPPORT | $500 | |
| RANGELEY LAKES HERITAGE TRUST | |||||||
| 2424 MAIN ST | RANGELEY | ME | 04970 | PC | OPERATIONAL SUPPORT | $500 | |
| RIPPLEFFECT INC | |||||||
| 159 STATE STREET | PORTLAND | ME | 04101 | PC | OPERATIONAL SUPPORT | $25,000 | |
| ROCKEND INC | |||||||
| PO BOX 296 | NORTHEAST HARBOR | ME | 04662 | PC | OPERATIONAL SUPPORT | $500 | |
| SAIL MAINE | |||||||
| 58 FORE ST | PORTLAND | ME | 04101 | PC | OPERATIONAL SUPPORT | $25,000 | |
| SEACOAST MISSION | |||||||
| 6 OLD FIREHOUSE LN | NORTHEAST HARBOR | ME | 04662 | PC | OPERATIONAL SUPPORT | $2,500 | |
| SEEDS OF HOPE | |||||||
| 35 SOUTH ST | BIDDEFORD | ME | 04005 | PC | OPERATIONAL SUPPORT | $2,500 | |
| SEEDS OF PEACE | |||||||
| 183 POWHATAN RD | OTISFIELD | ME | 04270 | PC | OPERATIONAL SUPPORT | $500 | |
| SIDE X SIDE | |||||||
| 636 CONGRESS ST | PORTLAND | ME | 04101 | PC | OPERATIONAL SUPPORT | $500 | |
| SITKA CONSERVATION SOCIETY | |||||||
| 201 LINCOLN ST ROOM 4 | SITKA | AK | 99835 | PC | OPERATIONAL SUPPORT | $500 | |
| SITKA MARITIME HERITAGE SOCIETY | |||||||
| PO BOX 2153 | SITKA | AK | 99835 | PC | OPERATIONAL SUPPORT | $500 | |
| SPIRITS ALIVE | |||||||
| 224 CONGRESS ST | PORTLAND | ME | 04101 | PC | OPERATIONAL SUPPORT | $500 | |
| SURFRIDER FOUNDATION | |||||||
| PO BOX 73550 | SAN CLEMENTE | CA | 92673 | PC | OPERATIONAL SUPPORT | $500 | |
| THE HOMER FOUNDATION | |||||||
| 3733 BEN WALTERS LN STE 4 | HOMER | AK | 99603 | PC | OPERATIONAL SUPPORT | $1,000 | |
| THE JACKSON LABORATORY | |||||||
| 600 MAIN ST | BAR HARBOR | ME | 04609 | PC | OPERATIONAL SUPPORT | $500 | |
| THE OWLS HEAD TRANSPORTATION MUSEUM | |||||||
| 117 MUSEUM ST | OWLS HEAD | ME | 04854 | PC | OPERATIONAL SUPPORT | $500 | |
| THE ROOT CELLAR | |||||||
| 94 WASHINGTON AVE 2630 | PORTLAND | ME | 04101 | PC | OPERATIONAL SUPPORT | $500 | |
| THE TELLING ROOM | |||||||
| 225 COMMERCIAL ST 201 | PORTLAND | ME | 04101 | PC | OPERATIONAL SUPPORT | $2,500 | |
| THE WILLIAM A FARNSWORTH LIBRARY AND ART MUSEUM | |||||||
| 16 MUSEUM ST | ROCKLAND | ME | 04841 | PC | OPERATIONAL SUPPORT | $1,000 | |
| THROUGH THESE DOORS | |||||||
| PO BOX 704 | PORTLAND | ME | 04104 | PC | OPERATIONAL SUPPORT | $2,500 | |
| TOYS FOR TOTS | |||||||
| 18251 QUANTICO GATEWAY DRIVE | TRIANGLE | VA | 22172 | PC | OPERATIONAL SUPPORT | $5,000 | |
| TRUSTEES OF BOSTON UNIVERSITY | |||||||
| 1 SILBER WAY | BOSTON | MA | 02215 | PC | OPERATIONAL SUPPORT | $1,000 | |
| TRUSTEES OF PHILIPS ACADEMY | |||||||
| 180 MAIN STREET | ANDOVER | MA | 01810 | PC | OPERATIONAL SUPPORT | $500 | |
| UNIVERSITY OF MAINE LAW SCHOOL | |||||||
| 300 FORE STREET | PORTLAND | ME | 04101 | PC | OPERATIONAL SUPPORT | $2,500 | |
| UNIVERSITY OF MAINE LAW SCHOOL | |||||||
| 300 FORE STREET | PORTLAND | ME | 04101 | PC | RURAL LAWYER PROJECT | $500 | |
| UNIVERSITY OF SOUTHERN MAINE FOUNDATION | |||||||
| PO BOX 9300 | PORTLAND | ME | 04104 | PC | OPERATIONAL SUPPORT | $25,000 | |
| UNIVERSITY OF VERMONT FOUNDATION | |||||||
| 411 MAIN STREET | BURLINGTON | VT | 05401 | PC | OPERATIONAL SUPPORT | $500 | |
| USHER 1F COLLABORATIVE | |||||||
| 321 WALNUT STREET 228 | NEWTONVILLE | MA | 02460 | PC | OPERATIONAL SUPPORT | $500 | |
| VALO | |||||||
| 121 MAIN ST | YARMOUTH | ME | 04096 | PC | OPERATIONAL SUPPORT | $500 | |
| WARNER HOUSE MUSEUM | |||||||
| 150 DANIEL STREET | PORTSMOUTH | NH | 03802 | PC | OPERATIONAL SUPPORT | $500 | |
| WHEATON COLLEGE | |||||||
| 501 COLLEGE AVE | WHEATON | IL | 60187 | PC | OPERATIONAL SUPPORT | $500 | |
| WILLOWIND THERAPEUTIC RIDING CENTER | |||||||
| 1140 ME-3 | BAR HARBOR | ME | 04609 | PC | OPERATIONAL SUPPORT | $500 | |
| WINTERKIDS | |||||||
| 506 MAIN ST 10 | WESTBROOK | ME | 04092 | PC | OPERATIONAL SUPPORT | $500 | |
| WMPG | |||||||
| 96 FALMOUTH STREET | PORTLAND | ME | 04104 | PC | OPERATIONAL SUPPORT | $2,500 | |
| WOODFORD FAMILY SERVICES | |||||||
| 1037 FOREST AVE | PORTLAND | ME | 04104 | PC | OPERATIONAL SUPPORT | $500 | |
| WORLD CENTRAL KITCHEN | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FL | WASHINGTON | DC | 20001 | PC | OPERATIONAL SUPPORT | $500 | |
| WRANGELL MARINERS MEMORIAL | |||||||
| PO BOX 2346 | WRANGELL | AK | 99929 | PC | OPERATIONAL SUPPORT | $500 | |
| YALE LIBRARY ASSOCIATES BEINECKE LIBRARY | |||||||
| PO BOX 208240 | NEW HAVEN | CT | 06520 | PC | OPERATIONAL SUPPORT | $5,000 | |
| YMCA OF SOUTHERN MAINE | |||||||
| 70 FOREST AVE | PORTLAND | ME | 04104 | PC | OPERATIONAL SUPPORT | $500 | |
| YOUTH JOURNALISM INTERNATIONAL | |||||||
| 30 TAYLOR ST | AUBURN | ME | 04210 | PC | OPERATIONAL SUPPORT | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,405,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,068,643 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $26,455 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$257,310 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $26,455 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $811,334 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $837,789 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | NONE | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX SERVICES | CategoryTxt |
| Amt | $46,499 | Amt |
| Net Investment Income | $23,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $23,249 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| BALANCE SHEETS | FORM 990-PF, PART II | THE AMOUNTS REPORTED ON PRIOR YEARS' BALANCE SHEETS AS BOOK VALUE ALSO REPRESENTED THE FAIR MARKET VALUE OF THE ASSETS AND LIABILITIES. IN ORDER TO PROVIDE MORE MEANINGFUL INFORMATION TO THE READER, AND IN THE INTEREST OF FULL DISCLOSURE, THE AMOUNTS REPORTED ON THE CURRENT YEAR'S ENDING BALANCE SHEET AS BOOK VALUE REPRESENT THE COST BASIS OF THE ASSETS AND LIABILITIES. ON PART III, LINE 5, THE REPORTED DECREASE IN NET ASSETS REPRESENTS THE CUMULATIVE UNREALIZED GAIN REPORTED ON THE PRIOR YEAR'S ENDING BOOK VALUE BALANCE SHEET, WHICH MUST BE TAKEN INTO ACCOUNT TO ARRIVE AT NET ASSETS STATED AT COST BASIS (BOOK VALUE) AT THE END OF THE CURRENT YEAR. |
| CHANGES NOT PREVIOUSLY REPORTED | FORM 990-PF, PART VI-A, QUESTION 3 | ATTACHED IS A COPY OF THE AMENDED BY-LAWS OF THE WIDGEON POINT CHARITABLE FOUNDATION, ADOPTED ON AUGUST 1, 2023. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (19 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLY FINANCIAL INC | $292,910 | $248,690 |
| AMAZON.COM INC | $56,759 | $593,040 |
| AMERICAN TOWER CORP | $402,836 | $348,712 |
| BANCO SANTANDER SA | $213,880 | $196,736 |
| BANK OF AMERICA CORP | $287,030 | $506,736 |
| CITIGROUP INC | $399,539 | $352,142 |
| CVS HEALTH CORP | $408,947 | $347,382 |
| ENTERGY LOUISIANA LLC | $291,345 | $251,490 |
| GENERAL ELECTRIC CO | $348,186 | $329,799 |
| GENERAL ELECTRIC CO | $333,342 | $297,711 |
| GENERAL MOTORS FINL CO | $537,055 | $498,025 |
| GOLDMAN SACHS GROUP INC | $294,220 | $256,575 |
| HOLLYFRONTIER CORP | $278,275 | $246,303 |
| LYONDELLBASELL IND NV | $280,143 | $250,665 |
| MORGAN STANLEY | $300,885 | $249,248 |
| ONEOK PARTNERS LP | $421,790 | $380,569 |
| VIACOMCBS INC | $207,628 | $175,237 |
| WYETH | $294,985 | $250,968 |
| WYETH | $294,330 | $254,440 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (43 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $7,994 | $21,958 |
| ALPHABET INC CAP STK CL A | $274,169 | $469,384 |
| ALPHABET INC CAP STK CL C | $26,897 | $70,984 |
| AMAZON.COM INC | $582,063 | $509,055 |
| AMERICAN EXPRESS CO COM USD0.20 | $80,267 | $295,500 |
| APPLE INC | $80,964 | $688,629 |
| APTIV PLC | $138,641 | $130,382 |
| AT&T INC | $199,676 | $165,690 |
| BAR HARBOR BANKSHARES | $495,740 | $2,385,378 |
| BLACKROCK INC | $114,534 | $240,934 |
| BLACKSTONE INC | $177,869 | $534,168 |
| CISCO SYSTEMS INC | $72,912 | $476,400 |
| EXXON MOBIL CORP | $355,960 | $1,335,512 |
| FORD MTR CO DEL COM | $35,145 | $46,520 |
| GENERAL DYNAMICS CORP COM | $47,766 | $99,244 |
| JOHNSON & JOHNSON COM | $30,507 | $61,828 |
| JPMORGAN CHASE & CO | $295,223 | $482,760 |
| KIMBERLY-CLARK CORP COM | $29,473 | $54,300 |
| KKR & CO INC | $181,821 | $557,040 |
| L3HARRIS TECHNOLOGIES INC COM | $55,105 | $83,284 |
| LILLY ELI & CO | $110,046 | $1,097,520 |
| LLLUMINA INC | $202,780 | $151,650 |
| LOCKHEED MARTIN CORP COM | $49,404 | $145,947 |
| MASTERCARD INC CL A | $31,688 | $417,276 |
| META PLATFORMS INC CLASS A COMMON STOCK | $7,320 | $36,102 |
| MICROSOFT CORP | $327,074 | $588,758 |
| NORFOLK. SOUTHERN CORPORATION | $204,516 | $985,680 |
| NVIDIA CORP | $123,033 | $146,140 |
| PALO ALTO NETWORKS INC | $100,419 | $418,620 |
| PEPSICO INC | $212,580 | $912,333 |
| PFIZER INC | $28,784 | $51,240 |
| S & P GLOBAL INC. | $50,018 | $83,735 |
| SALESFORCE.COM INC | $112,381 | $265,180 |
| T ROWE PRICE GROUP INC | $7,500 | $1,090,600 |
| TARGA RESOURCES CORP | $44,829 | $410,130 |
| THE PROCTER & GAMBLE COMPANY | $198,266 | $924,516 |
| THERMO FISHER SCIENTIFIC INC. | $138,505 | $357,949 |
| UNITEDHEALTH GROUP INC | $147,486 | $318,108 |
| URSTADT BIDDLE PROPERTIES INC | $91,623 | $182,100 |
| VERIZON COMMUNICATION INC | $94,179 | $82,740 |
| VISA INC CL A | $178,099 | $415,520 |
| WARNER BROS DISCOVERY INC COM | $11,436 | $3,669 |
| WARNER BROS DISCOVERY INC COM | $62,538 | $20,638 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,106,961 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,106,961 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ENTERPRISE PRODS PARTNERS LP | AT COST | $0 | $385,920 |
| ROYCE INSTITUTIONAL FUND LLC | AT COST | $7,173,998 | $8,913,132 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,266,770 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,266,770 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSITS AND DEFERRED PAYMENTS | Desc |
| BOY Book Value | $8,064 | BOYBookValueAmt |
| EOY Book Value | $5,125 | EOYBookValueAmt |
| EOYFMV | $5,125 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS CONVERSION ADJUSTMENT: CUMULATIVE UNREALIZED GAIN AT 12/31/21 | Desc |
| Amt | $19,142,431 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES & SUBSCRIPTIONS | $3,120 | $624 | $2,496 |
| INSURANCE | $3,621 | $724 | $2,897 |
| OFFICE EXPENSE | $1,482 | $296 | $1,186 |
| PENALTIES | $1,618 | $0 | $0 |
| COLLECTION SERVICES EXPENSE | $8,611 | $0 | $8,611 |
| UNCOLLECTED RECEIVABLES | $170,629 | $0 | $0 |
| OFFICE FURNISHINGS & SUPPLIES | $25,344 | $0 | $25,344 |
| ROYCE INST FUND LLC PORTFOLIO DEDUCTIONS | $204,786 | $204,786 | $0 |
| PUBLICLY TRADED PARTNERSHIP SECTION 1231 LOSS | $70 | $70 | $0 |
| PUBLICLY TRADED PARTNERSHIP OTHER DEDUCTIONS | $10 | $10 | $0 |
| PUBLICLY TRADED PARTNERSHIP NONDEDUCTIBLE EXPENSES | $51 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PUBLICLY TRADED PARTNERSHIP FLOW-THRU UBTI ORDINARY INCOME | $26,455 | $0 | $26,455 |
| PUBLICLY TRADED PARTNERSHIP FLOW-THRU ORDINARY INCOME | $1 | $1 | $1 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $144,138 | $144,138 | $0 |
| PAYROLL PROCESSING FEES | $416 | $83 | $333 |
| CONSULTING FEES | $13,834 | $0 | $13,834 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $556 | $556 | $0 |
| PAYROLL TAXES | $28,387 | $5,677 | $22,710 |
| FEDERAL EXCISE TAX ON NET INVESTMENT INCOME | $78,891 | $0 | $0 |