WILLIAM J J GORDON FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM J J GORDON FAMILY FOUNDATION (EIN 41-6517207)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-11
- IRS object ID
- 202203159349101495
- Schema version
- 2021v4.2
- 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
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-11T22:04:07-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 416517207 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The William J J Gordon Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 4349812080 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | G David Phelps Hamar 300 Park Ave | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | g david phelps hamar | PersonNm |
| Person Title | trustee | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2022-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | g david | PersonFirstNm |
| Person Last | phelps hamar | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,993,046 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $324 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $324 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $80,162 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $80,162 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $831,687 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,497,078 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $831,687 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7,461 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $7,461 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $919,634 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $919,634 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $19,241 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $19,241 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $75,669 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $75,669 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,108 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $408 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $63,138 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $29,635 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $33,503 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $161,156 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $105,712 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $52,744 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $570,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $570,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $731,156 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $105,712 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $622,744 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $188,478 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $813,922 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $634,737 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $264,020 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $264,020 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $232,909 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $182,266 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $183,967 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,303,932 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,719,283 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,212,490 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $360,756 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $427,629 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $424,073 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,223,492 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,351,106 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,908,496 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,755,826 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,944,304 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,993,046 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $5,755,826 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,944,304 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,755,826 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,944,304 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,755,826 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,944,304 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,755,826 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $188,478 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,944,304 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,944,304 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $2,497,078 | $1,812,045 | $685,033 | $685,033 |
| Passthrough K1 Capital Gain/(Loss) | $146,654 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $831,687 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,314 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $11,314 | SubtotalAmt |
| Tax Based On Investment Income | $11,314 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,300 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $10,300 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,014 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| 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 | $19,241 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Chilton Trust Company | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 Park Avenue 19th Floor | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Mgmt | ServiceTypeTxt |
| Compensation | $75,669 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,950,381 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $411,809 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,908,496 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,270,686 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,270,686 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $154,060 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,116,626 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $505,831 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $505,831 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,314 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,314 | TotalTaxAmt |
| Distributable Before Adj | $494,517 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $494,517 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $494,517 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $622,744 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $622,744 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $494,517 | DistributableAsAdjustedAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $167,932 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $91,174 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $115,779 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $48,304 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $56,572 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $479,761 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $622,744 | QualifyingDistributionsAmt |
| Applied To Current Year | $494,517 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $128,227 | RemainingDistriFromCorpusAmt |
| Total Corpus | $607,988 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $167,932 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $440,056 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $91,174 | ExcessFromYear4Amt |
| Excess From Year3 | $115,779 | ExcessFromYear3Amt |
| Excess From Year2 | $48,304 | ExcessFromYear2Amt |
| Excess From Year1 | $56,572 | ExcessFromYear1Amt |
| Excess From Current Year | $128,227 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (119 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 13 HANDS EQUINE RESCUE INC | ||||||||||||
| 50 TUSCAN WAY | CLINTON CORNERS | NY | 12514 | N/A | PC | General & Unrestricted | $5,000 | |||||
| ADELANTE MUJERES | ||||||||||||
| 2030 MAIN ST STE A | FOREST GROVE | OR | 97116 | N/A | PC | General & Unrestricted | $2,500 | |||||
| ANIMAL WELFARE SOCIETY INC | ||||||||||||
| PO BOX 43 | W KENNEBUNK | ME | 04094 | N/A | PC | General & Unrestricted | $3,000 | |||||
| ANOTHER CHANCE ANIMAL RESCUE | ||||||||||||
| PO BOX 552 | NORTH BERWICK | ME | 03906 | N/A | PC | General & Unrestricted | $1,500 | |||||
| ANTIOCH UNIVERSITY - DEVELOPMENT OFFICE | ||||||||||||
| 40 AVON ST | KEENE | NH | 03431 | N/A | PC | Mere project, department of Environmenntal Studies | $2,000 | |||||
| ARUNDEL CONSERVATION TRUST | ||||||||||||
| PO BOX 2704 | KENNEBUNKPORT | ME | 04046 | N/A | PC | To redo the flow trail and maintain the mountain bike trails | $5,000 | |||||
| ARUNDEL HISTORICAL SOCIETY | ||||||||||||
| 3 TALBOT DR | ARUNDEL | ME | 04046 | N/A | PC | General & Unrestricted | $4,000 | |||||
| AUSTIN COMMUNITY FOUNDATION | ||||||||||||
| 4315 GUADALUPE ST STE 300 | AUSTIN | TX | 78751 | N/A | PC | Kitchen Table Conversations | $1,000 | |||||
| AUSTIN PETS ALIVE | ||||||||||||
| 1156 W CESAR CHAVEZ ST | AUSTIN | TX | 78703 | N/A | PC | Cat Program | $500 | |||||
| BEAR BE A RESOURCE FOR CPS KIDS | ||||||||||||
| 3572 E T C JESTER BLVD | HOUSTON | TX | 77018 | N/A | PC | General & Unrestricted | $1,000 | |||||
| BETHESDA HOUSE INC | ||||||||||||
| 4 CROSS ST | PEMBROKE | MA | 02359 | N/A | PC | General & Unrestricted | $9,500 | |||||
| C Conn | ||||||||||||
| 8807 N Madrone Trail | Austin | TX | 78737 | NONE | I | Hardship Assistance Grant | $5,000 | |||||
| C Hardin | ||||||||||||
| 7101 N IH35 Spring Terrace | Austin | TX | 78752 | NONE | I | Hardship Assistance Grant | $5,000 | |||||
| CAMP SUNSHINE AT SEBAGO LAKE INC | ||||||||||||
| 35 ACADIA RD | CASCO | ME | 04015 | N/A | PC | General & Unrestricted | $8,000 | |||||
| CAPITAL OF TEXAS PUBLIC TELECOMMUNICATIONS COUNCIL | ||||||||||||
| PO BOX 7158 | AUSTIN | TX | 78713 | N/A | PC | General & Unrestricted | $8,000 | |||||
| CARITAS OF AUSTIN | ||||||||||||
| 611 NECHES ST | AUSTIN | TX | 78701 | N/A | PC | General & Unrestricted | $9,000 | |||||
| CARLISLE CHARITABLE FOUNDATION | ||||||||||||
| PO BOX 935 | KENNEBUNK | ME | 04043 | N/A | PC | General & Unrestricted | $1,500 | |||||
| CCT MARKETPLACE | ||||||||||||
| 340 S LEMON AVE PMB 6133 | WALNUT | CA | 91789 | N/A | PC | General & Unrestricted | $10,000 | |||||
| CENTER FOR BIOLOGICAL DIVERSITY INC | ||||||||||||
| PO BOX 710 | TUCSON | AZ | 85702 | N/A | PC | General & Unrestricted | $4,000 | |||||
| CENTER FOR WILDLIFE INC | ||||||||||||
| PO BOX 620 | CAPE NEDDICK | ME | 03902 | N/A | PC | General & Unrestricted | $4,000 | |||||
| CENTRAL TEXAS TORTOISE RESCUE | ||||||||||||
| 687 FALCONWOOD DR | SAN MARCOS | TX | 78666 | N/A | PC | General & Unrestricted | $1,000 | |||||
| CHARITY NAVIGATOR | ||||||||||||
| PO BOX 4009 | HARLAN | IA | 51593 | N/A | PC | General & Unrestricted | $500 | |||||
| CHECK YOUR COMPASS | ||||||||||||
| 135 E MAIN ST | HOPKINTON | MA | 01748 | N/A | PC | General & Unrestricted | $1,500 | |||||
| COMMUNITY HARVEST | ||||||||||||
| PO BOX 1393 | KENNEBUNK | ME | 04043 | N/A | PC | General & Unrestricted | $2,000 | |||||
| CORNERSTONE KIDS INC | ||||||||||||
| 2708 N CENTRAL AVE | TAMPA | FL | 33602 | N/A | PC | General & Unrestricted | $1,000 | |||||
| DANIELS TABLE INC | ||||||||||||
| 10 PEARL ST | FRAMINGHAM | MA | 01702 | N/A | PC | General & Unrestricted | $5,000 | |||||
| DENMARK ARTS CENTER | ||||||||||||
| PO BOX 813 | DENMARK | ME | 04022 | N/A | PC | General & Unrestricted | $3,000 | |||||
| DRESS FOR SUCCESS OF OREGON INC | ||||||||||||
| 1532 NE 37TH AVE B | PORTLAND | OR | 97232 | N/A | PC | General & Unrestricted | $1,000 | |||||
| EMANCIPET | ||||||||||||
| 7010 EASY WIND DR STE 260 | AUSTIN | TX | 78752 | N/A | PC | General & Unrestricted | $5,000 | |||||
| EQUAL JUSTICE INITIATIVE | ||||||||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | N/A | PC | General & Unrestricted | $2,500 | |||||
| EVER AFTER MUSTANG RESCUE TRAINING AND EDUCATIONAL | ||||||||||||
| 6 YATES ST | BIDDEFORD POOL | ME | 04006 | N/A | PC | General & Unrestricted | $1,500 | |||||
| EVIDENCE ACTION INC | ||||||||||||
| PO BOX 65480 | WASHINGTON | DC | 20035 | N/A | PC | General & Unrestricted | $10,000 | |||||
| FOUNDATION 4 LOVE INC | ||||||||||||
| 5 CLARKS HILL LN | SACO | ME | 04072 | N/A | PC | General & Unrestricted | $1,000 | |||||
| FRIENDS OF BONOBOS | ||||||||||||
| 5425 TURKEY FARM RD | DURHAM | NC | 27705 | N/A | PC | General & Unrestricted | $7,500 | |||||
| FRIENDS OF CULEBRA ANIMALS INC | ||||||||||||
| PO BOX 527 | CULEBRA | PR | 00775 | N/A | PC | General & Unrestricted | $2,000 | |||||
| FRIENDS OF FORT WILLIAMS PARK | ||||||||||||
| 299 OCEAN HOUSE RD | CAPE ELIZABETH | ME | 04107 | N/A | PC | Charitable Event | $10,000 | |||||
| FULL PLATES FULL POTENTIAL | ||||||||||||
| 14 MAINE ST BOX 3 | BRUNSWICK | ME | 04011 | N/A | PC | General & Unrestricted | $2,000 | |||||
| GIVEDIRECTLY INC | ||||||||||||
| CHURCH STREET STA PO BOX 3221 | NEW YORK | NY | 10008 | N/A | PC | General & Unrestricted | $10,000 | |||||
| GOOD SHEPHERD FOOD BANK | ||||||||||||
| 3121 HOTEL RD | AUBURN | ME | 04210 | N/A | PC | General & Unrestricted | $13,000 | |||||
| GOULD ACADEMY | ||||||||||||
| 39 CHURCH ST | BETHEL | ME | 04217 | N/A | PC | General & Unrestricted | $10,000 | |||||
| HABITAT FOR HUMANITY YORK COUNTY | ||||||||||||
| PO BOX 267 | KENNEBUNK | ME | 04043 | N/A | PC | General & Unrestricted | $3,000 | |||||
| HELEN KELLER INTERNATIONAL | ||||||||||||
| ONE DAG HAMMARSKJOLD PLZ FL 2 | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $10,000 | |||||
| HONOR FLIGHT MAINE INC | ||||||||||||
| PO BOX 1770 | PORTLAND | ME | 04104 | N/A | PC | General & Unrestricted | $3,000 | |||||
| HOSPICE AUSTIN | ||||||||||||
| 4107 SPICEWOOD SPRINGS RD STE 100 | AUSTIN | TX | 78759 | N/A | PC | General & Unrestricted | $5,500 | |||||
| HOSPICE OF SOUTHERN MAINE | ||||||||||||
| 390 US RTE 1 | SCARBOROUGH | ME | 04074 | N/A | PC | General & Unrestricted | $5,000 | |||||
| IMMIGRANT LEGAL ADVOCACY PROJECT | ||||||||||||
| 489 CONGRESS ST STE 3 | PORTLAND | ME | 04101 | N/A | PC | General & Unrestricted | $10,000 | |||||
| IMPACT NW | ||||||||||||
| PO BOX 33530 | PORTLAND | OR | 97292 | N/A | PC | General & Unrestricted | $7,000 | |||||
| J Culbert | ||||||||||||
| 12310 Indian Mound Drive | Austin | TX | 78758 | NONE | I | Hardship Assistance Grant | $5,000 | |||||
| JACKSON HOLE CHILDRENS MUSEUM | ||||||||||||
| PO BOX 995 | JACKSON | WY | 83001 | N/A | PC | General & Unrestricted | $7,500 | |||||
| JEWISH COMMUNITY ALLIANCE OF SOUTHERN MAINE | ||||||||||||
| 1342 CONGRESS ST | PORTLAND | ME | 04102 | N/A | PC | To help resettle immigrants who are in need | $10,000 | |||||
| JEWISH FAMILY AND CHILDRENS SERVICE | ||||||||||||
| 1430 MAIN ST | WALTHAM | MA | 02451 | N/A | PC | General & Unrestricted | $9,000 | |||||
| JUNIOR LEAGUE OF PORTLAND OREGON INC | ||||||||||||
| 1355 NW EVERETT ST STE 100 | PORTLAND | OR | 97209 | N/A | PC | General & Unrestricted | $1,000 | |||||
| JUSTICE POLICY INSTITUTE | ||||||||||||
| 1012 14TH ST NW STE 600 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $3,000 | |||||
| KENNEBUNK BEACH IMPROVEMENT ASSOCIATION | ||||||||||||
| PO BOX 707 | KENNEBUNK | ME | 04043 | N/A | PC | General & Unrestricted | $2,000 | |||||
| KENNEBUNK FREE LIBRARY ASSOCIATION | ||||||||||||
| 112 MAIN ST | KENNEBUNK | ME | 04043 | N/A | PC | General & Unrestricted | $2,500 | |||||
| KENNEBUNKPORT CONSERVATION TRUST | ||||||||||||
| PO BOX 7004 | CAPE PORPOISE | ME | 04014 | N/A | PC | General & Unrestricted | $4,000 | |||||
| KENNEBUNKPORT HERITAGE HOUSING TRUST | ||||||||||||
| PO BOX 333 | KENNEBUNKPORT | ME | 04046 | N/A | PC | General & Unrestricted | $2,000 | |||||
| KENNEBUNKPORT HISTORICAL SOCIETY | ||||||||||||
| PO BOX 1173 | KENNEBUNKPORT | ME | 04046 | N/A | PC | General & Unrestricted | $1,000 | |||||
| KIDS FREE TO GROW | ||||||||||||
| 57 PORTLAND RD STE 4 | KENNEBUNK | ME | 04043 | N/A | PC | General & Unrestricted | $2,000 | |||||
| LAUDHOLM TRUST | ||||||||||||
| 342 LAUDHOLM FARM RD | WELLS | ME | 04090 | N/A | PC | Wells Reserve Laudholm Farm for repairs of the buildings, especially the roofs | $3,000 | |||||
| LET GROW INC | ||||||||||||
| 228 PARK AVE S 77212 | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $10,000 | |||||
| LOUIS T GRAVES MEMORIAL PUBLIC LIBRARY ASSOCIATION | ||||||||||||
| PO BOX 391 | KENNEBUNKPORT | ME | 04046 | N/A | PC | General & Unrestricted | $5,000 | |||||
| M Felix Beltran | ||||||||||||
| None | I | Hardship Assistance Grant | $5,000 | EDU 13 Valle Dorado | La Paz | BCS, MX | MX | 23089 | ||||
| MAINE ADAPTIVE SPORTS & RECREATION | ||||||||||||
| 8 SUNDANCE LN | NEWRY | ME | 04261 | N/A | PC | General & Unrestricted | $5,000 | |||||
| MAINE CHILDRENS HOME FOR LITTLE WANDERERS | ||||||||||||
| 93 SILVER ST | WATERVILLE | ME | 04901 | N/A | PC | General & Unrestricted | $5,000 | |||||
| MAINE PUBLIC BROADCASTING CORPORATION | ||||||||||||
| 1450 LISBON ST | LEWISTON | ME | 04240 | N/A | PC | General & Unrestricted | $4,000 | |||||
| MAINE SPECIAL OLYMPICS | ||||||||||||
| 525 MAIN ST-D | SOUTH PORTLAND | ME | 04106 | N/A | PC | General & Unrestricted | $1,000 | |||||
| MAINEHEALTH | ||||||||||||
| 22 BRAMHALL ST | PORTLAND | ME | 04102 | N/A | PC | Charitable Event | $5,000 | |||||
| MAINEHEALTH | ||||||||||||
| 22 BRAMHALL ST | PORTLAND | ME | 04102 | N/A | PC | MCCP Moonlight Challenge | $10,000 | |||||
| MAKE-A-WISH FOUNDATION OF MAINE | ||||||||||||
| 66 MUSSEY RD | SCARBOROUGH | ME | 04074 | N/A | PC | General & Unrestricted | $5,000 | |||||
| MARINE MAMMALS OF MAINE | ||||||||||||
| PO BOX 751 | BATH | ME | 04530 | N/A | PC | General & Unrestricted | $3,000 | |||||
| MARINE TOYS FOR TOTS FOUNDATION | ||||||||||||
| 18251 QUANTICO GATEWAY DR | TRIANGLE | VA | 22172 | N/A | PC | General & Unrestricted | $2,500 | |||||
| METROPOLITAN AREA NEIGHBORHOOD NUTRITION ALLIANCE | ||||||||||||
| 420 N 20TH ST | PHILADELPHIA | PA | 19130 | N/A | PC | General & Unrestricted | $2,000 | |||||
| MOBILE LOAVES & FISHES INC | ||||||||||||
| 9301 HOG EYE RD UNIT 950 | AUSTIN | TX | 78724 | N/A | PC | Community First Village | $5,000 | |||||
| MOBILE LOAVES & FISHES SUPPORT CORPORATION | ||||||||||||
| 9301 HOG EYE RD UNIT 950 | AUSTIN | TX | 78724 | N/A | SO I | Community First Village | $4,000 | |||||
| NEW AVENUES FOR YOUTH INC | ||||||||||||
| 1220 SW COLUMBIA ST | PORTLAND | OR | 97201 | N/A | PC | General & Unrestricted | $7,000 | |||||
| OREGON MUSEUM OF SCIENCE AND INDUSTRY | ||||||||||||
| 1945 SE WATER AVE | PORTLAND | OR | 97214 | N/A | PC | Teen Science Alliance | $7,500 | |||||
| OREGON PUBLIC BROADCASTING | ||||||||||||
| 7140 S MACADAM AVE | PORTLAND | OR | 97219 | N/A | PC | General & Unrestricted | $2,000 | |||||
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | ||||||||||||
| 123 WILLIAMS ST 10TH FL | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $6,000 | |||||
| PLANNED PARENTHOOD OF THE TEXAS CAPITAL REGION INC | ||||||||||||
| 201 E BEN WHITE BLVD BLDG B | AUSTIN | TX | 78704 | N/A | PC | General & Unrestricted | $10,000 | |||||
| PORTLAND ART MUSEUM | ||||||||||||
| 1219 SW PARK AVE | PORTLAND | OR | 97205 | N/A | PC | General & Unrestricted | $6,000 | |||||
| PORTLAND MUSEUM OF ART | ||||||||||||
| 7 CONGRESS SQ | PORTLAND | ME | 04101 | N/A | PC | Charitable Event | $5,000 | |||||
| PORTLAND MUSEUM OF ART | ||||||||||||
| 7 CONGRESS SQ | PORTLAND | ME | 04101 | N/A | PC | General & Unrestricted | $5,000 | |||||
| PREBLE STREET | ||||||||||||
| 38 PREBLE ST 3RD FLOOR | PORTLAND | ME | 04101 | N/A | PC | General & Unrestricted | $14,000 | |||||
| Q Pinnix | ||||||||||||
| 662 Mairo Street | Austin | TX | 78748 | NONE | I | Hardship Assistance Grant | $5,000 | |||||
| RAW ART WORKS INC | ||||||||||||
| 37 CENTRAL SQ | LYNN | MA | 01901 | N/A | PC | General & Unrestricted | $3,000 | |||||
| RIVER TREE ARTS | ||||||||||||
| 35 WESTERN AVE | KENNEBUNK | ME | 04043 | N/A | PC | General & Unrestricted | $2,500 | |||||
| RONALD MCDONALD HOUSE CHARITIES OF NEW ENGLAND INC | ||||||||||||
| 45 GAY ST | PROVIDENCE | RI | 02905 | N/A | PC | General & Unrestricted | $5,000 | |||||
| SAFE HAVEN HUMANE SOCIETY | ||||||||||||
| PO BOX 91 | WELLS | ME | 04090 | N/A | PC | General & Unrestricted | $1,000 | |||||
| SAIL MAINE INC | ||||||||||||
| PO BOX 574 | PORTLAND | ME | 04112 | N/A | PC | Scholarship Fund to allow a person to experience the thrills and spills of sailing | $5,000 | |||||
| SHARE OUR STRENGTH | ||||||||||||
| 1030 15TH ST NW STE 1100W | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $2,000 | |||||
| SOUTH CONGREGATIONAL CHURCH UNITED CHURCH OF CHRIS | ||||||||||||
| PO BOX 414 | KENNEBUNKPORT | ME | 04046 | N/A | PC | General & Unrestricted | $2,500 | |||||
| SPECIAL SURFERS | ||||||||||||
| PO BOX 752 | SACO | ME | 04072 | N/A | PC | General & Unrestricted | $3,500 | |||||
| T Justus | ||||||||||||
| 8426 E Montebello Avenue | Scottsdale | AZ | 85250 | NONE | I | Hardship Assistance Grant | $5,000 | |||||
| TELLING ROOM | ||||||||||||
| 225 COMMERCIAL ST STE 201 | PORTLAND | ME | 04101 | N/A | PC | General & Unrestricted | $5,000 | |||||
| TEXAS CAMPAIGN FOR THE ENVIRONMENT FUND | ||||||||||||
| PO BOX 42278 | AUSTIN | TX | 78704 | N/A | PC | General & Unrestricted | $2,000 | |||||
| THE ASSOCIATION FOR FRONTOTEMPORAL DEGENERATION | ||||||||||||
| 2700 HORIZON DR STE 120 | KING OF PRUSSIA | PA | 19406 | N/A | PC | General & Unrestricted | $2,000 | |||||
| THE CENTER FOR GRIEVING CHILDREN | ||||||||||||
| 555 FOREST AVE | PORTLAND | ME | 04101 | N/A | PC | General & Unrestricted | $6,000 | |||||
| THE DAVID SHELDRICK WILDLIFE TRUST USA | ||||||||||||
| 25283 CABOT RD STE 101 | LAGUNA HILLS | CA | 92653 | N/A | PC | General & Unrestricted | $3,000 | |||||
| THE GIRLS FOUNDATION OF TANZANIA | ||||||||||||
| PO BOX 11224 | PORTLAND | ME | 04104 | N/A | PC | General & Unrestricted | $20,000 | |||||
| THE LIVESTOCK CONSERVANCY INC | ||||||||||||
| PO BOX 477 | PITTSBORO | NC | 27312 | N/A | PC | General & Unrestricted | $9,000 | |||||
| THE RIVER FUND MAINE | ||||||||||||
| PO BOX 111 | NEWRY | ME | 04261 | N/A | PC | General & Unrestricted | $1,000 | |||||
| THE SATO PROJECT INC | ||||||||||||
| 130 WATER ST | BROOKLYN | NY | 11201 | N/A | PC | General & Unrestricted | $5,000 | |||||
| THORNE ECOLOGICAL INSTITUTE | ||||||||||||
| PO BOX 19107 | BOULDER | CO | 80308 | N/A | PC | General & Unrestricted | $10,000 | |||||
| TOWN OF KENNEBUNK | ||||||||||||
| 1 SUMMER ST | KENNEBUNK | ME | 04043 | N/A | GOV | to purchase heaters for COS Pantry | $2,500 | |||||
| TOWN OF KENNEBUNK | ||||||||||||
| 1 SUMMER ST | KENNEBUNK | ME | 04043 | N/A | GOV | New skateboard park | $5,000 | |||||
| TOWN OF KENNEBUNKPORT | ||||||||||||
| PO BOX 566 | KENNEBUNKPORT | ME | 04046 | N/A | GOV | Charitable Event | $2,500 | |||||
| TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW | ||||||||||||
| 722 W 168TH ST 12TH FL | NEW YORK | NY | 10032 | N/A | PC | General & Unrestricted | $4,000 | |||||
| TUCK SCHOOL OF BUSINESS | ||||||||||||
| 100 TUCK HALL DARTMOTH COLLEGE | HANOVER | NH | 03755 | N/A | PC | Patricia A Palmiotto Business and Society Fund Center for Business | $1,000 | |||||
| UNION OF CONCERNED SCIENTISTS INC | ||||||||||||
| 2 BRATTLE SQ SUITE 6 | CAMBRIDGE | MA | 02138 | N/A | PC | General & Unrestricted | $3,000 | |||||
| UNITED WAY | ||||||||||||
| PO BOX 727 | KENNEBUNK | ME | 04043 | N/A | PC | General & Unrestricted | $3,000 | |||||
| VERITAS CHRISTIAN ACADEMY INC | ||||||||||||
| 6 LOKER ST DOOR H | WAYLAND | MA | 01778 | N/A | PC | General & Unrestricted | $5,000 | |||||
| WAYNFLETE SCHOOL | ||||||||||||
| 360 SPRING ST | PORTLAND | ME | 04102 | N/A | PC | Waynflete Scholarship fund | $5,000 | |||||
| WAYNFLETE SCHOOL | ||||||||||||
| 360 SPRING ST | PORTLAND | ME | 04102 | N/A | PC | to purchase new workout equipment for the gymand to fund field trips and speakers for middle school | $15,000 | |||||
| WAYNFLETE SCHOOL | ||||||||||||
| 360 SPRING ST | PORTLAND | ME | 04102 | N/A | PC | Waynflete Sailing team gear fund | $3,000 | |||||
| WAYSIDE FOOD PROGRAMS | ||||||||||||
| PO BOX 1278 | PORTLAND | ME | 04104 | N/A | PC | General & Unrestricted | $4,000 | |||||
| WINTERKIDS EDUCATION FOUNDATION | ||||||||||||
| 506 MAIN ST SUITE 10 | WESTBROOK | ME | 04092 | N/A | PC | General & Unrestricted | $5,000 | |||||
| YORK COUNTY COMMUNITY ACTION CORP | ||||||||||||
| PO BOX 72 | SANFORD | ME | 04073 | N/A | PC | General & Unrestricted | $3,000 | |||||
| YORK COUNTY SHELTER PROGRAMS INC | ||||||||||||
| 24 GEORGE RD | ALFRED | ME | 04002 | N/A | PC | General & Unrestricted | $3,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $570,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $324 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $80,162 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $831,687 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| K-1 Inc/Loss | 14 | $7,724 |
| FOREIGN CURRENCY LOSS | 01 | -$263 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $919,634 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $919,634 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | G David Phelps Hamar | PersonNm |
| Short Explanation | *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 31,2021, THE FOUNDATION PAID $75,669 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. | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (21 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AIR PRODUCTS AND CHEMICALS - 1 | $20,260 | $20,073 |
| ALLSTATE CORP - 0.750% - 12/15 | $19,997 | $19,499 |
| APPLE INC - 1.125% - 05/11/202 | $19,964 | $19,941 |
| BANK OF AMERICA - 3.950% - 04/ | $16,495 | $16,039 |
| BROADCOM CORP/BROADCOM CAYMAN | $22,027 | $21,698 |
| CATERPILLAR FINL SVCS S BE MTN | $9,986 | $10,040 |
| DEERE JOHN CAPITAL CORP MTN - | $21,292 | $20,921 |
| DELL INTERNATIONAL LLC - 6.020 | $23,933 | $23,129 |
| DUKE ENERGY CO - 3.250% - 08/1 | $19,812 | $21,177 |
| EUROPEAN BK RECON & DEV BOND - | $34,854 | $35,888 |
| EUROPEAN INVT BK - 1.375% - 09 | $14,900 | $15,101 |
| GILEAD SCIENCES - 3.650% - 03/ | $22,025 | $21,557 |
| INGERSOL RAND LUXEMBOURG - 0.0 | $21,800 | $21,219 |
| LENNAR - 5.875% - 11/15/2024 | $17,381 | $16,515 |
| MANITOBA (PROV OF) - 2.125% - | $9,988 | $10,061 |
| MICRON TECHNOLOGY INC - 4.185% | $21,298 | $21,902 |
| OMEGA HEALTHCARE INVS INC NOTE | $22,318 | $21,886 |
| ONTARIO PROV CDA BD - 0.625% - | $29,437 | $29,165 |
| QUALCOMM INC - 3.450% - 05/20/ | $16,451 | $15,991 |
| SUNOCO LOGISTICS PARTNERS - 5. | $23,413 | $22,788 |
| VERIZON COMMUNICATIONS INC NOT | $19,998 | $19,483 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADOBE SYSTEMS, INC | $109,276 | $108,308 |
| BALL CP | $228,367 | $521,495 |
| CANADIAN PACIFIC RAILWAY LTD | $325,584 | $392,361 |
| CHIPOTLE MEX GRILL | $147,826 | $160,839 |
| CINTAS CRP | $105,460 | $284,515 |
| COSTCO WHOLESALE CORPORATION | $106,059 | $396,255 |
| CSX CORP | $88,987 | $178,374 |
| CVS CAREMARK CORP | $170,118 | $215,192 |
| DANAHER CORP | $192,372 | $280,317 |
| DAVIDE CAMPARI-MILANO SPA | $80,703 | $229,976 |
| DEERE CO | $93,708 | $154,986 |
| DOMINOS PIZZA INC | $91,300 | $161,963 |
| FIVE BELOW INC | $94,524 | $175,857 |
| FLOOR AND DECOR HOLDINGS | $40,466 | $41,213 |
| HOME DEPOT INC | $45,126 | $490,542 |
| INTUIT | $68,268 | $192,966 |
| MASTERCARD INC | $109,370 | $269,849 |
| METTLER-TOLEDO INTL | $96,319 | $285,131 |
| MICROSOFT CORP | $131,272 | $779,253 |
| MOODYS CORP | $50,178 | $191,384 |
| O'REILLY AUTOMOTIVE INC | $39,430 | $95,341 |
| POOL CORP | $89,272 | $194,138 |
| REPUBLIC SVCS INC | $193,324 | $339,561 |
| SHERWIN-WILLIAMS CO | $220,491 | $793,415 |
| TARGET CORPORATION | $185,419 | $210,842 |
| TEXAS INSTRUMENTS INC | $145,176 | $159,446 |
| THERMO FISHER SCIENTIFIC INC | $94,073 | $266,229 |
| TRACTOR SUPPLY CO COM | $72,020 | $115,721 |
| UNION PACIFIC | $201,955 | $360,512 |
| WATCHES OF SWITZERLAND GROUP P | $102,840 | $166,509 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $182,266 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $183,967 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CHILTON SELECT EQUITY FUND, L. | CategoryOrItemTxt |
| Book Value | $1,351,106 | BookValueAmt |
| EOYFMV | $1,908,496 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $33,468 | $33,468 | |
| Bank Charges | $2,871 | $2,871 | |
| K-1 Exp CHILTON SELECT EQUITY | $26,764 | $26,764 | |
| State or Local Filing Fees | $35 | $35 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss CHILTON SELECT EQUITY FUND, L.P | $7,724 | $7,724 |
| Foreign Currency Loss | -$263 | -$263 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $75,669 | Amt |
| Net Investment Income | $75,669 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2021 | $2,700 | |
| Foreign Tax Paid | $408 | $408 |