2023-11-14T20:47:29-06:00 2022-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2022-01-01 416517207 The William J J Gordon Family Foundation % Foundation Source WILL 4349812080 G David Phelps Hamar 300 Park Ave New York NY 10022 G David Phelps Hamar Trustee 8008391754 2023-11-01 true G David Phelps Hamar 999009999 Jeffrey D Haskell P01345770 8008391754 2022 2023-04-26 12:10:37Z X 8011648 X 0 X 3177 3177 85671 85671 212954 2591679 212954 7426 7426 309228 309228 18056 18056 77318 77318 18619 905 57652 23249 34403 171645 101472 52459 452000 452000 623645 101472 504459 -314417 207756 264020 269807 269807 182266 175015 165000 3719283 3525162 5937623 427629 322272 288929 1351106 1337631 1350289 5944304 5629887 8011648 0 0 X 5944304 5629887 5944304 5629887 5944304 5629887 5944304 -314417 5629887 5629887 Publicly-traded Securities 2591679 2378725 212954 212954 212954 2888 2888 2888 11400 0 11400 X 0 8512 2900 5612 false false false false false false false true true MA true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 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 David Phelps Hamar 300 Park Ave New York NY 10022 Trustee 1.0 0 0 0 G David Phelps Hamar G David Phelps Hamar 300 Park Ave New York NY 10022 Trustee 5.0 18056 0 0 Chilton Trust Company 300 Park Avenue 19th Floor New York NY 10022 Investment Mgmt 74689 6979970 329740 1350289 8659999 0 8659999 129900 8530099 426505 426505 2888 2888 423617 423617 423617 504459 0 0 0 0 504459 423617 2020 2019 2018 91174 115779 48304 56572 128227 440056 504459 423617 80842 520898 0 91174 429724 115779 48304 56572 128227 80842 NONE X 13 HANDS EQUINE RESCUE INC 50 TUSCAN WAY CLINTON CORNERS NY 12514 N/A PC General & Unrestricted 5000 ADELANTE MUJERES 2030 MAIN ST STE A FOREST GROVE OR 97116 N/A PC General & Unrestricted 2500 ALZHEIMERS 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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 31,2022, THE FOUNDATION PAID $74,689 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. AIR PRODUCTS AND CHEMICALS - 1 15195 13806 ALLSTATE CORP - 0.750% - 12/15 14998 13319 APPLE INC - 1.125% - 05/11/202 14973 13817 BANK OF AMERICA - 3.950% - 04/ 16495 14609 BROADCOM CORP/BROADCOM CAYMAN 16521 14192 CATERPILLAR FINL SVCS MTNS BE 14993 13516 DEERE JOHN CAPITAL CORP MTN - 15969 14058 DELL INTERNATIONAL LLC - 6.020 11967 10224 DUKE ENERGY CO - 3.250% - 08/1 14859 14465 EUROPEAN BK RECON & DEV BOND - 24895 24918 GILEAD SCIENCES - 3.650% - 03/ 16519 14478 INGERSOL RAND LUXEMBOURG - 0.0 16350 14166 LENNAR - 5.875% - 11/15/2024 17381 15070 MICRON TECHNOLOGY INC - 4.185% 15974 14264 OMEGA HEALTHCARE INVS INC NOTE 16738 14089 ONTARIO PROV CDA BD - 0.625% - 29435 26696 QUALCOMM INC - 3.450% - 05/20/ 16451 14612 SUNOCO LOGISTICS PARTNERS - 5. 17560 15231 VERIZON COMMUNICATIONS INC NOT 14999 13399 AON PLC CL A 29961 30014 BALL CP 237081 276514 BANK OF AMERICA CORP 89831 91014 BROWN & BROWN INC 15604 15382 CANADIAN PACIFIC RAILWAY LTD 284878 333044 CINTAS CRP 110439 278650 COSTCO WHOLESALE CORPORATION 102703 308138 CSX CORP 87157 142911 DANAHER CORP 194093 212867 DAVIDE CAMPARI-MILANO SPA 80640 155944 DEERE CO 75282 142348 HERMES INTL S A 72235 93180 HOME DEPOT INC 44129 361344 INTUIT 67408 113652 L'OREAL CO ACT 152820 161775 MASTERCARD INC 108859 254538 METTLER-TOLEDO INTL 95679 237054 MICROSOFT CORP 127083 537676 MONSTER BEVERAGE CORP 115699 127319 MOODYS CORP 30785 86094 O'REILLY AUTOMOTIVE INC 38920 111412 PEPSICO INC 73964 76058 POOL CORP 177665 158723 REPUBLIC SVCS INC 190116 306222 SHERWIN-WILLIAMS CO 213774 517379 SKYLINE CHAMPION CORP 134403 110025 THE BLACKSTONE GROUP INC CL A 95831 63062 THE HERSHEY COMPANY 76106 74797 THERMO FISHER SCIENTIFIC INC 70324 162454 UNION PACIFIC 199263 288241 WATCHES OF SWITZERLAND GROUP P 132430 109792 175015 165000 CHILTON SELECT EQUITY FUND, L. 1337631 1350289 Administrative Fees 34368 34368 K-1 Exp CHILTON SELECT EQUITY 23249 23249 State or Local Filing Fees 35 35 K-1 Inc/Loss CHILTON SELECT EQUITY FUND, L.P 9774 9774 Foreign Currency Loss -2348 -2348 Investment Management Services 77318 77318 990-PF Estimated Tax for 2022 11400 990-PF Excise Tax for 2021 1014 990-PF Extension for 2021 5300 Foreign Tax Paid 905 905