WILLIAM J J GORDON FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM J J GORDON FAMILY FOUNDATION (EIN 41-6517207)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-07
- IRS object ID
- 202513119349101301
- Schema version
- 2024v5.2
- 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 | 2025-11-07T07:45:07-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 D PHELPS HAMAR 300 PARK AV FL 19 | 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 | 2025-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,958,051 | 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 | $9,124 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,124 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $106,813 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $106,813 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $728,623 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,573,082 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $727,881 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $13,733 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $13,766 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $858,293 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $857,584 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $19,236 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $19,236 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $77,037 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $77,037 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $9,011 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,511 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $62,864 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $26,915 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35,949 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $168,148 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $106,463 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $55,185 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $454,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $454,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $622,648 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $106,463 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $509,685 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $235,645 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $751,121 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $172,378 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $306,840 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $306,840 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $193,783 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $154,542 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $152,200 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,599,671 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,576,945 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,216,555 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $296,713 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $338,963 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $345,428 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,346,145 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,467,045 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,937,028 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,608,690 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,844,335 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,958,051 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $5,608,690 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,844,335 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,608,690 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,844,335 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,608,690 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,844,335 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,608,690 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $235,645 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,844,335 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,844,335 | 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 | $3,573,082 | $2,977,874 | $595,208 | $595,208 |
| Passthrough K1 Capital Gain/(Loss) | $132,673 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $727,881 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,441 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,441 | SubtotalAmt |
| Tax Based On Investment Income | $10,441 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,694 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,600 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $9,294 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,147 | 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 D PHELPS HAMAR 300 PARK AV FL 19 | New York | NY | 10022 | Trustee | 1.0 | $0 | $0 | $0 |
| G David Phelps Hamar | ||||||||
| G D PHELPS HAMAR 300 PARK AV FL 19 | New York | NY | 10022 | Trustee | 5.0 | $19,236 | $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 | $73,794 | 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 | $7,727,592 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $298,280 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,937,028 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,962,900 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,962,900 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $149,444 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,813,456 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $490,673 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $490,673 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,441 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,441 | TotalTaxAmt |
| Distributable Before Adj | $480,232 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $480,232 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $480,232 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $509,685 | 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 | $509,685 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $480,232 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $48,304 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $56,572 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $128,227 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $80,842 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $72,012 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $385,957 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $509,685 | QualifyingDistributionsAmt |
| Applied To Current Year | $480,232 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $29,453 | RemainingDistriFromCorpusAmt |
| Total Corpus | $415,410 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $48,304 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $367,106 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $56,572 | ExcessFromYear4Amt |
| Excess From Year3 | $128,227 | ExcessFromYear3Amt |
| Excess From Year2 | $80,842 | ExcessFromYear2Amt |
| Excess From Year1 | $72,012 | ExcessFromYear1Amt |
| Excess From Current Year | $29,453 | 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 (124 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 13 HANDS EQUINE RESCUE INC | |||||||
| 50 TUSCAN WAY | CLINTON CORNERS | NY | 12514 | N/A | PC | General & Unrestricted | $10,500 |
| A MAINEHEALTH HCSR | |||||||
| 22 BRAMHALL ST | PORTLAND | ME | 04102 | N/A | PC | Charitable Event | $10,000 |
| ADELANTE MUJERES | |||||||
| 2030 MAIN ST STE A | FOREST GROVE | OR | 97116 | N/A | PC | General & Unrestricted | $2,000 |
| ALLIANCE DEFENDING FREEDOM | |||||||
| 15100 N 90TH ST | SCOTTSDALE | AZ | 85260 | N/A | PC | General & Unrestricted | $1,000 |
| ANIMAL WELFARE SOCIETY INC | |||||||
| PO BOX 43 | W KENNEBUNK | ME | 04094 | N/A | PC | General & Unrestricted | $1,000 |
| ANOTHER CHANCE ANIMAL RESCUE | |||||||
| PO BOX 552 | NORTH BERWICK | ME | 03906 | N/A | PC | General & Unrestricted | $500 |
| ARUNDEL CONSERVATION TRUST | |||||||
| PO BOX 2704 | KENNEBUNKPORT | ME | 04046 | N/A | PC | General & Unrestricted | $1,000 |
| ARUNDEL HISTORICAL SOCIETY | |||||||
| 3 TALBOT DR | ARUNDEL | ME | 04046 | N/A | PC | General & Unrestricted | $1,000 |
| AUSTIN AREA ART FROM THE STREETS | |||||||
| PO BOX 202742 | AUSTIN | TX | 78720 | N/A | PC | General & Unrestricted | $2,000 |
| AUSTIN COMMUNITY FOUNDATION | |||||||
| 4315 GUADALUPE ST STE 300 | AUSTIN | TX | 78751 | N/A | PC | Kitchen table conversations | $1,000 |
| BETHEL COMMUNITY FOOD PANTRY INC | |||||||
| 211 GREENWOOD AVE | BETHEL | CT | 06801 | N/A | PC | General & Unrestricted | $2,000 |
| BETHESDA HOUSE INC | |||||||
| 4 CROSS ST | PEMBROKE | MA | 02359 | N/A | PC | General & Unrestricted | $1,000 |
| CAMP BEREA INC | |||||||
| 68 BEREA RD | HEBRON | NH | 03241 | N/A | PC | General & Unrestricted | $1,000 |
| CAMP SUNSHINE AT SEBAGO LAKE INC | |||||||
| 35 ACADIA RD | CASCO | ME | 04015 | N/A | PC | General & Unrestricted | $3,000 |
| CAPITAL OF TEXAS PUBLIC TELECOMMUNICATIONS COUNCIL | |||||||
| PO BOX 143626 | AUSTIN | TX | 78714 | N/A | PC | General & Unrestricted | $3,000 |
| CARITAS OF AUSTIN | |||||||
| 611 NECHES ST | AUSTIN | TX | 78701 | N/A | PC | General & Unrestricted | $4,000 |
| CENTER FOR WILDLIFE INC | |||||||
| PO BOX 620 | CAPE NEDDICK | ME | 03902 | N/A | PC | General & Unrestricted | $1,000 |
| CHECK YOUR COMPASS | |||||||
| 135 E MAIN ST | HOPKINTON | MA | 01748 | N/A | PC | To help those financial unable to afford Check Your Compass services | $2,000 |
| CHURCH COMMUNITY OUTREACH SERVICES INC | |||||||
| PO BOX 1175 | KENNEBUNK | ME | 04043 | N/A | PC | General & Unrestricted | $2,000 |
| COMMUNITY HARVEST | |||||||
| PO BOX 1393 | KENNEBUNK | ME | 04043 | N/A | PC | General & Unrestricted | $1,000 |
| CROSSROADS COMMUNITY CHURCH | |||||||
| 1341 EDGELL RD | FRAMINGHAM | MA | 01701 | N/A | PC | General & Unrestricted | $2,000 |
| CROSSROADS COMMUNITY CHURCH | |||||||
| 1341 EDGELL RD | FRAMINGHAM | MA | 01701 | N/A | PC | For mission trips and supplies for other events | $2,000 |
| D Dumas | |||||||
| 701 Maguire Road | Kennebunk | ME | 04043 | none | I | Hardship Assistance Grant | $6,500 |
| D Wendle | |||||||
| 167 Main Street | Kennebunkport | ME | 04046 | none | I | Hardship Assistance Grant | $6,500 |
| DANIELS TABLE INC | |||||||
| 56 PARK ST | FRAMINGHAM | MA | 01702 | N/A | PC | General & Unrestricted | $3,000 |
| DENMARK ARTS CENTER | |||||||
| PO BOX 813 | DENMARK | ME | 04022 | N/A | PC | General & Unrestricted | $6,000 |
| DRESS FOR SUCCESS OF OREGON INC | |||||||
| 1532 NE 37TH AVENUE SUITE B | PORTLAND | OR | 97232 | N/A | PC | General & Unrestricted | $500 |
| EAGLES WINGS FOUNDATION INC | |||||||
| 514 14TH ST | WEST PALM BCH | FL | 33401 | N/A | PC | General & Unrestricted | $500 |
| EMANCIPET | |||||||
| 7010 EASY WIND DR STE 260 | AUSTIN | TX | 78752 | N/A | PC | General & Unrestricted | $4,000 |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | N/A | PC | General & Unrestricted | $2,000 |
| EVER AFTER MUSTANG RESCUE TRAINING AND EDUCATIONAL | |||||||
| 463 W ST | BIDDEFORD | ME | 04005 | N/A | PC | General & Unrestricted | $500 |
| FOUNDATION 4 LOVE INC | |||||||
| 5 CLARKS HILL LN | SACO | ME | 04072 | N/A | PC | General & Unrestricted | $500 |
| FRIENDS OF CULEBRA ANIMALS INC | |||||||
| PO BOX 527 | CULEBRA | PR | 00775 | N/A | PC | General & Unrestricted | $1,000 |
| FRIENDS OF THE LEVITT PAVILION INC | |||||||
| 260 COMPO ROAD S | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $1,000 |
| FULL PLATES FULL POTENTIAL | |||||||
| 14 MAINE ST BOX 3 | BRUNSWICK | ME | 04011 | N/A | PC | General & Unrestricted | $2,000 |
| GOOD SHEPHERD FOOD BANK | |||||||
| 3121 HOTEL RD | AUBURN | ME | 04210 | N/A | PC | General & Unrestricted | $6,000 |
| GOULD ACADEMY | |||||||
| 39 CHURCH ST | BETHEL | ME | 04217 | N/A | PC | For real maple syrup for the dining hall | $2,500 |
| GOULD ACADEMY | |||||||
| 39 CHURCH ST | BETHEL | ME | 04217 | N/A | PC | for the freestyle ski team coaches to use to support the team | $1,500 |
| GOULD ACADEMY | |||||||
| 39 CHURCH ST | BETHEL | ME | 04217 | N/A | PC | for the enduro team for airbag maintenance | $2,000 |
| HABITAT FOR HUMANITY YORK COUNTY | |||||||
| PO BOX 267 | KENNEBUNK | ME | 04043 | N/A | PC | General & Unrestricted | $2,000 |
| HARLEM LACROSSE AND LEADERSHIP CORPORATION | |||||||
| 8 W 126TH ST 3RD FL | NEW YORK | NY | 10027 | N/A | PC | for Boston Harlem lacrosse contingent to cover cost of busses for PLL game; the rest to be used at director's discretion | $15,000 |
| HARLEM LACROSSE AND LEADERSHIP CORPORATION | |||||||
| 8 W 126TH ST 3RD FL | NEW YORK | NY | 10027 | N/A | PC | for the Boston location to be used at Pat Cronin discretion | $10,000 |
| HONOR FLIGHT MAINE INC | |||||||
| PO BOX 699 | BRUNSWICK | ME | 04011 | N/A | PC | General & Unrestricted | $1,000 |
| HOSPICE AUSTIN | |||||||
| 4107 SPICEWOOD SPRINGS RD STE 100 | AUSTIN | TX | 78759 | N/A | PC | General & Unrestricted | $4,000 |
| HOSPICE OF SOUTHERN MAINE | |||||||
| 390 US RTE 1 | SCARBOROUGH | ME | 04074 | N/A | PC | General & Unrestricted | $3,000 |
| IMMIGRANT LEGAL ADVOCACY PROJECT | |||||||
| 489 CONGRESS ST STE 3 | PORTLAND | ME | 04101 | N/A | PC | General & Unrestricted | $12,000 |
| IMPACT NW | |||||||
| PO BOX 33530 | PORTLAND | OR | 97292 | N/A | PC | General & Unrestricted | $4,500 |
| INFORMED CONSENT ACTION NETWORK | |||||||
| 2025 GUADALUPE ST STE 260 | AUSTIN | TX | 78705 | N/A | PC | General & Unrestricted | $2,000 |
| J Culbert | |||||||
| 1143 Shady Lane | Austin | TX | 78721 | NONE | I | Hardship Assistance Grant | $6,500 |
| JACKSON HOLE CHILDRENS MUSEUM | |||||||
| PO BOX 995 | JACKSON | WY | 83001 | N/A | PC | General & Unrestricted | $20,000 |
| JACQUES PEPIN FOUNDATION | |||||||
| 56 MIDDLE HWY | BARRINGTON | RI | 02806 | N/A | PC | General & Unrestricted | $1,700 |
| JEWISH COMMUNITY ALLIANCE OF SOUTHERN MAINE | |||||||
| 1342 CONGRESS ST | PORTLAND | ME | 04102 | N/A | PC | General & Unrestricted | $8,000 |
| JEWISH FAMILY AND CHILDRENS SERVICE | |||||||
| 1430 MAIN ST | WALTHAM | MA | 02451 | N/A | PC | General & Unrestricted | $5,000 |
| JUNIOR LEAGUE OF PORTLAND OREGON INC | |||||||
| 1201 SW 12TH AVE STE 308 | PORTLAND | OR | 97205 | N/A | PC | General & Unrestricted | $1,000 |
| KENNEBUNK BEACH IMPROVEMENT ASSOCIATION | |||||||
| 262 BEACH AVE | 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 | $2,000 |
| KENNEBUNKPORT CONSERVATION TRUST | |||||||
| PO BOX 7004 | CAPE PORPOISE | ME | 04014 | N/A | PC | General & Unrestricted | $2,500 |
| KENNEBUNKPORT HERITAGE HOUSING TRUST | |||||||
| PO BOX 333 | KENNEBUNKPORT | ME | 04046 | N/A | PC | General & Unrestricted | $500 |
| KIDS FREE TO GROW | |||||||
| 3 WEBHANNET PL STE 1 | KENNEBUNK | ME | 04043 | N/A | PC | General & Unrestricted | $2,000 |
| KIMBALL UNION ACADEMY | |||||||
| PO BOX 188 | MERIDEN | NH | 03770 | N/A | PC | General & Unrestricted | $4,000 |
| LOUIS T GRAVES MEMORIAL PUBLIC LIBRARY ASSOCIATION | |||||||
| PO BOX 391 | KENNEBUNKPORT | ME | 04046 | N/A | PC | General & Unrestricted | $5,500 |
| M Johnson | |||||||
| 12433 Dessau Road | Austin | TX | 78754 | NONE | I | Hardship Assistance Grant | $6,500 |
| MAINE ADAPTIVE SPORTS & RECREATION | |||||||
| 2 MAIN ST | BETHEL | ME | 04217 | N/A | PC | General & Unrestricted | $3,000 |
| MAINE CANCER FOUNDATION | |||||||
| 170 US RTE 1 STE 250 | FALMOUTH | ME | 04105 | N/A | PC | Charitable Event | $2,000 |
| MAINE CHILDRENS HOME FOR LITTLE WANDERERS | |||||||
| 93 SILVER ST | WATERVILLE | ME | 04901 | N/A | PC | General & Unrestricted | $2,000 |
| MAINE PUBLIC BROADCASTING CORPORATION | |||||||
| 1450 LISBON ST | LEWISTON | ME | 04240 | N/A | PC | General & Unrestricted | $5,000 |
| MAINE SPECIAL OLYMPICS | |||||||
| 525 MAIN ST STE D | S PORTLAND | ME | 04106 | N/A | PC | General & Unrestricted | $1,000 |
| MAKE-A-WISH FOUNDATION OF MAINE | |||||||
| 66 MUSSEY RD | SCARBOROUGH | ME | 04074 | N/A | PC | General & Unrestricted | $2,000 |
| MANNA | |||||||
| 420 N 20TH ST | PHILADELPHIA | PA | 19130 | N/A | PC | General & Unrestricted | $1,000 |
| MARINE MAMMALS OF MAINE | |||||||
| PO BOX 751 | BATH | ME | 04530 | N/A | PC | General & Unrestricted | $5,000 |
| MARINE TOYS FOR TOTS FOUNDATION | |||||||
| 18251 QUANTICO GATEWAY DR | TRIANGLE | VA | 22172 | N/A | PC | General & Unrestricted | $2,000 |
| MIKEROWEWORKS FOUNDATION | |||||||
| 10960 WILSHIRE BLVD 5TH FL | LOS ANGELES | CA | 90024 | N/A | PC | General & Unrestricted | $1,000 |
| MISSION PRE-BORN INC | |||||||
| PO BOX 78221 | INDIANAPOLIS | IN | 46278 | N/A | PC | General & Unrestricted | $1,000 |
| MOBILE LOAVES & FISHES INC | |||||||
| 9301 HOG EYE RD UNIT 950 | AUSTIN | TX | 78724 | N/A | PC | General & Unrestricted | $9,500 |
| NATIONAL PUBLIC RADIO INC | |||||||
| PO BOX 791490 | BALTIMORE | MD | 21279 | N/A | PC | General & Unrestricted | $3,000 |
| NEW AVENUES FOR YOUTH INC | |||||||
| 1220 SW COLUMBIA ST | PORTLAND | OR | 97201 | N/A | PC | General & Unrestricted | $4,500 |
| OCTAGON SEQUENCE OF EIGHT INC | |||||||
| 41660 HORSESHOE RD | PUNTA GORDA | FL | 33982 | N/A | PC | General & Unrestricted | $2,000 |
| OREGON MUSEUM OF SCIENCE AND INDUSTRY | |||||||
| 1945 SE WATER AVE | PORTLAND | OR | 97214 | N/A | PC | In support of the Career Pathways Program | $7,500 |
| OREGON PUBLIC BROADCASTING | |||||||
| 7140 S MACADAM AVE | PORTLAND | OR | 97219 | N/A | PC | General & Unrestricted | $500 |
| OREGON ZOO FOUNDATION | |||||||
| 4001 SW CANYON RD | PORTLAND | OR | 97221 | N/A | PC | General & Unrestricted | $5,000 |
| PARTNERS IN HEALTH A NONPROFIT CORPORATION | |||||||
| PO BOX 996 | FREDERICK | MD | 21705 | N/A | PC | General & Unrestricted | $12,000 |
| PEACE RIVER REFUGE & RANCH INC | |||||||
| PO BOX 514 | SILVER SPGS | FL | 34489 | N/A | PC | General & Unrestricted | $2,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | |||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $5,000 |
| 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 MUSEUM OF ART | |||||||
| 7 CONGRESS SQ | PORTLAND | ME | 04101 | N/A | PC | General & Unrestricted | $5,000 |
| PREBLE STREET | |||||||
| 55 PORTLAND ST | PORTLAND | ME | 04101 | N/A | PC | General & Unrestricted | $5,000 |
| RAW ART WORKS INC | |||||||
| 37 CENTRAL SQ | LYNN | MA | 01901 | N/A | PC | General & Unrestricted | $1,000 |
| RIVER TREE ARTS | |||||||
| 35 WESTERN AVE | KENNEBUNK | ME | 04043 | N/A | PC | to cover Orlando National expenses | $4,000 |
| RIVER TREE ARTS | |||||||
| 35 WESTERN AVE | KENNEBUNK | ME | 04043 | N/A | PC | To help cover transportation costs for National Dance competition | $336 |
| SAFE HAVEN HUMANE SOCIETY | |||||||
| PO BOX 91 | WELLS | ME | 04090 | N/A | PC | General & Unrestricted | $2,000 |
| SAIL MAINE INC | |||||||
| 58 FORE ST | PORTLAND | ME | 04101 | N/A | PC | for those who may not be able to afford sailing programs Scholarship Fund | $1,500 |
| SAVE THE CHILDREN FEDERATION INC | |||||||
| 501 KINGS HWY EAST STE 400 | FAIRFIELD | CT | 06825 | N/A | PC | General & Unrestricted | $6,664 |
| SECRET SANTA | |||||||
| PO BOX 724 | KENNEBUNK | ME | 04046 | N/A | PC | General & Unrestricted | $1,000 |
| SIERRA HARVEST | |||||||
| 313 RAILROAD AVE STE 201 | NEVADA CITY | CA | 95959 | N/A | PC | General & Unrestricted | $2,500 |
| SKIDMORE COLLEGE | |||||||
| 815 N BROADWAY | SARATOGA SPGS | NY | 12866 | N/A | PC | for support of Mental Health for those students who need more than the allowed visits | $3,000 |
| SOUTH CONGREGATIONAL CHURCH UCC | |||||||
| PO BOX 414 | KENNEBUNKPORT | ME | 04046 | N/A | PC | General & Unrestricted | $500 |
| SOUTH PORTLAND FOOD CUPBOARD | |||||||
| 130 THADEUS ST | SOUTH PORTLAND | ME | 04106 | N/A | PC | General & Unrestricted | $5,000 |
| SOUTH YUBA RIVER CITIZENS LEAGUE | |||||||
| 313 RAILROAD AVE STE 101 | NEVADA CITY | CA | 95959 | N/A | PC | General & Unrestricted | $2,500 |
| SPECIAL SURFERS | |||||||
| PO BOX 752 | SACO | ME | 04072 | N/A | PC | General & Unrestricted | $2,500 |
| TELLING ROOM | |||||||
| 225 COMMERCIAL ST STE 201 | PORTLAND | ME | 04101 | N/A | PC | General & Unrestricted | $5,000 |
| TEXAS CAMPAIGN FOR THE ENVIRONMENT FUND | |||||||
| 814 SAN JACINTO BLVD STE 410 | AUSTIN | TX | 78701 | N/A | PC | General & Unrestricted | $4,000 |
| THE CENTER FOR GRIEVING CHILDREN | |||||||
| 555 FOREST AVE | PORTLAND | ME | 04101 | N/A | PC | General & Unrestricted | $3,000 |
| THE CLEAR FUND | |||||||
| 1714 FRANKLIN ST 100335 | OAKLAND | CA | 94612 | N/A | PC | The Top Charities Fund | $30,000 |
| THE LIVESTOCK CONSERVANCY INC | |||||||
| PO BOX 477 | PITTSBORO | NC | 27312 | N/A | PC | General & Unrestricted | $5,000 |
| THE RIVER FUND MAINE | |||||||
| PO BOX 111 | NEWRY | ME | 04261 | N/A | PC | General & Unrestricted | $2,000 |
| THE SATO PROJECT INC | |||||||
| 130 WATER ST | BROOKLYN | NY | 11201 | N/A | PC | General & Unrestricted | $3,300 |
| THE UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| 1 UNIVERSITY STA MAIL STOP A3000 | AUSTIN | TX | 78712 | N/A | GOV | General & Unrestricted | $3,000 |
| THORNE ECOLOGICAL INSTITUTE | |||||||
| PO BOX 19107 | BOULDER | CO | 80308 | N/A | PC | General & Unrestricted | $7,500 |
| TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW | |||||||
| 622 W 113TH ST MC4524 | NEW YORK | NY | 10025 | N/A | PC | to support the Center for Children's Environmental Health at the Mailman School of Public Health, at the discretion of the Director of Translational Research, currently Dr. Frederica Perera | $10,000 |
| TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW | |||||||
| 722 W 168TH ST 12TH FL | NEW YORK | NY | 10032 | N/A | PC | To be used at the discretion of the current Director of the Columbia Center for Children's Environmental Health, currently held by Dr. Fredrica Perera | $5,000 |
| TRUSTEES OF DARTMOUTH COLLEGE | |||||||
| 100 TUCK HALL DARTMOTH COLLEGE | HANOVER | NH | 03755 | N/A | PC | General & Unrestricted | $500 |
| TURNING POINT USA INC | |||||||
| 4940 EAST BEVERLY RD | PHOENIX | AZ | 85044 | N/A | PC | Culture Apothecary led by Alex Clark | $1,000 |
| TURNING POINT USA INC | |||||||
| 4940 EAST BEVERLY RD | PHOENIX | AZ | 85044 | N/A | PC | General & Unrestricted | $1,000 |
| UNION OF CONCERNED SCIENTISTS INC | |||||||
| 2 BRATTLE SQ SUITE 6 | CAMBRIDGE | MA | 02138 | N/A | PC | General & Unrestricted | $4,000 |
| VERITAS CHRISTIAN ACADEMY INC | |||||||
| 6 LOKER ST DOOR H | WAYLAND | MA | 01778 | N/A | PC | General & Unrestricted | $2,000 |
| VERITAS CHRISTIAN ACADEMY INC | |||||||
| 6 LOKER ST DOOR H | WAYLAND | MA | 01778 | N/A | PC | Run for the Future | $500 |
| VESSEL SKATEPARK INC | |||||||
| 219 COHASSET ST | WORCESTER | MA | 01604 | N/A | PC | General & Unrestricted | $2,000 |
| VINDEX MEDIA | |||||||
| 1120 S RACKHAM WAY STE 300 | MERIDIAN | ID | 83642 | N/A | PC | General & Unrestricted | $1,000 |
| WAYNFLETE SCHOOL | |||||||
| 360 SPRING ST | PORTLAND | ME | 04102 | N/A | PC | To be used at the discretion of Jona Rice and Tiki | $2,000 |
| WAYSIDE FOOD PROGRAMS | |||||||
| PO BOX 1278 | PORTLAND | ME | 04104 | N/A | PC | General & Unrestricted | $2,000 |
| WINTERKIDS EDUCATION FOUNDATION | |||||||
| 506 MAIN ST SUITE 10 | WESTBROOK | ME | 04092 | N/A | PC | General & Unrestricted | $3,000 |
| WORLD WILDLIFE FUND INC | |||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | N/A | PC | General & Unrestricted | $3,000 |
| YORK COUNTY COMMUNITY ACTION CORP | |||||||
| 6 SPRUCE ST | 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 | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $454,500 | 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 | $9,124 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $106,813 | 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) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $742 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $727,881 | 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 | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1 Inc/Loss | 525990 | -$33 | 14 | $14,238 |
| FOREIGN CURRENCY LOSS | 01 | -$472 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $709 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $857,584 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $858,293 | 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 31,2024, THE FOUNDATION PAID $73,794 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 (22 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AIR LEASE CORP - 5.100% - 03/0 | $14,814 | $15,029 |
| AMERICAN TOWER CORP - 5.200% - | $19,275 | $20,126 |
| AMERICAN TOWER CORP - 5.800% - | $14,974 | $15,400 |
| AT&T INC - 4.100% - 02/15/2028 | $13,955 | $14,682 |
| AUTOZONE INC - 5.050% - 07/15/ | $9,987 | $10,056 |
| BANK AMERICA CORP SER - 5.202% | $15,343 | $15,070 |
| BROADCOM INC - 3.500% - 01/15/ | $13,762 | $14,441 |
| ENTERPRISE PRODUCTS OPER LLC - | $14,875 | $15,075 |
| EVERSOURCE - 5.950% - 02/01/20 | $14,935 | $15,452 |
| FED FARM CR - 5.160% - 04/15/2 | $20,000 | $19,993 |
| FEDERAL HOME LOAN - 4.500% - 0 | $20,127 | $20,081 |
| FEDERAL HOME LOAN - 4.750% - 1 | $25,739 | $25,381 |
| HOME DEPOT INC - 4.750% - 06/2 | $14,903 | $15,032 |
| INTUIT NOTE - 5.125% - 09/15/2 | $14,964 | $15,224 |
| JPMORGAN CHASE & CO SUB BOND - | $18,924 | $19,850 |
| KEUGIG - 4.597% - 05/25/2028 | $9,580 | $9,912 |
| MERATHON OIL CORP - 4.400% - 0 | $14,193 | $14,843 |
| MICRON TECH - 5.375% - 04/15/2 | $14,697 | $15,159 |
| MONDELEZ INTL INC - 0.000% - 0 | $15,035 | $14,945 |
| ORACLE CORP - 4.500% - 05/06/2 | $9,662 | $9,900 |
| ROYAL BANK CDA - 4.875% - 01/1 | $14,899 | $15,059 |
| VERIZON COMMS - 4.329% - 09/21 | $14,320 | $14,718 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (38 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMPHENOL CORPORATION | $19,529 | $20,141 |
| APPLE INC | $65,425 | $89,150 |
| AUTOZONE INC | $109,858 | $134,484 |
| BERKLEY W R CP | $154,823 | $204,937 |
| BERKSHIRE HATHAWAY INC. CLASS | $127,131 | $155,928 |
| BOOZ ALLEN HAMILTON HOLDING CO | $58,479 | $53,797 |
| BROWN & BROWN INC | $147,231 | $173,944 |
| CDW CORP | $113,380 | $93,459 |
| CHUBB LIMITED | $97,824 | $94,771 |
| CINTAS CRP | $68,070 | $267,473 |
| COCA COLA BOTTLING CONS | $20,818 | $22,680 |
| CORE AND MAIN INC | $77,992 | $87,871 |
| COSTCO WHOLESALE CORPORATION | $97,595 | $586,413 |
| CRH PLC | $94,331 | $99,366 |
| CROWDSTRIKE HOLDINGS, INC | $37,021 | $47,902 |
| CSX CORP | $117,812 | $143,182 |
| DEERE CO | $72,679 | $133,466 |
| EATON CORP PLC | $95,431 | $149,673 |
| FIVE BELOW INC | $40,747 | $54,789 |
| GALLAGHER ARTHUR J & CO | $264,234 | $317,060 |
| HERMES INTL 10 ADR | $32,847 | $38,962 |
| HERMES INTL S A | $68,274 | $135,674 |
| HOME DEPOT INC | $42,580 | $422,054 |
| INTERNATIONAL BUSINESS MACHINE | $142,769 | $232,140 |
| KROGER CO | $77,498 | $86,527 |
| L'OREAL ADR | $36,123 | $30,135 |
| L'OREAL CO ACT | $159,387 | $160,162 |
| MASTERCARD INC | $99,419 | $334,899 |
| MICROSOFT CORP | $95,415 | $706,014 |
| MOODYS CORP | $29,183 | $138,697 |
| MURPHY USA INC | $114,567 | $190,665 |
| NETFLIX INC | $125,877 | $172,916 |
| O'REILLY AUTOMOTIVE INC | $36,876 | $148,225 |
| PROGRESSIVE CORP OHIO | $144,003 | $241,287 |
| REPUBLIC SVCS INC | $181,531 | $453,057 |
| SERVICE NOW | $124,679 | $194,002 |
| SHERWIN-WILLIAMS CO | $166,478 | $566,323 |
| VISTRA ENERGY CORP | $19,029 | $34,330 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $154,542 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $152,200 | 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 | $1,467,045 | BookValueAmt |
| EOYFMV | $1,937,028 | 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 | $35,879 | $35,879 | |
| Bank Charges | $195 | $195 | |
| K-1 Exp CHILTON SELECT EQUITY | $26,720 | $26,720 | |
| State or Local Filing Fees | $70 | $70 |
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 | $14,205 | $14,238 |
| Foreign Currency Loss | -$472 | -$472 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $77,037 | Amt |
| Net Investment Income | $77,037 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2024 | $4,100 | |
| 990-PF Extension for 2023 | $2,400 | |
| Foreign Tax Paid | $2,511 | $2,511 |