Form990-PF
Click to see list of attachments

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
THE WIDGEON POINT CHARITABLE FOUNDATION
F/K/A THE BEINECKE FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)CO PKFOD 3001 SUMMER ST 5TH FL EAS
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
STAMFORD, CT06905
A Employer identification number

13-6201175
B Telephone number (see instructions)

(203) 323-2400
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$54,098,548J Accounting method:
MODIFIED CASH
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 595 595  
4 Dividends and interest from securities... 1,309,919 1,309,919  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 652,896
b Gross sales price for all assets on line 6a 7,455,452
7 Capital gain net income (from Part IV, line 2)... 652,896
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 75,000 0  
12 Total. Add lines 1 through 11........ 2,038,410 1,963,410  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 698,616 0   698,616
14 Other employee salaries and wages...... 71,168 0   71,168
15 Pension plans, employee benefits....... 122,114 0   122,114
16a Legal fees (attach schedule)......... Click to see attachment 65,161 0   65,161
b Accounting fees (attach schedule)....... Click to see attachment 83,200 0   83,200
c Other professional fees (attach schedule).... Click to see attachment 159,348 159,348   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,951 3,951   0
19 Depreciation (attach schedule) and depletion... Click to see attachment 12,307 0  
20 Occupancy.............. 40,950 0   40,950
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 264,613 175,507   89,106
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,521,428 338,806   1,170,315
25 Contributions, gifts, grants paid....... 2,085,650 2,085,650
26 Total expenses and disbursements. Add lines 24 and 25 3,607,078 338,806   3,255,965
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,568,668
b Net investment income (if negative, enter -0-) 1,624,604
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 4,110,443 2,973,247 2,973,247
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....   817,716 817,716
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 0 Click to see attachment24,466,125 24,466,125
c Investments—corporate bonds (attach schedule)....... 0 Click to see attachment16,306,077 16,306,077
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 38,260,320 Click to see attachment9,422,163 9,422,163
14 Land, buildings, and equipment: basis bullet109,539
Less: accumulated depreciation (attach schedule) bullet74,228 47,618 Click to see attachment35,311 35,311
15 Other assets (describe bullet) Click to see attachment66,323 Click to see attachment77,909 Click to see attachment77,909
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 42,484,704 54,098,548 54,098,548
Liabilities 17 Accounts payable and accrued expenses.......... 221,896 21,523
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment63,126 Click to see attachment0
23 Total liabilities (add lines 17 through 22)......... 285,022 21,523
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 42,199,682 54,077,025
29 Total net assets or fund balances (see instructions)..... 42,199,682 54,077,025
30 Total liabilities and net assets/fund balances (see instructions). 42,484,704 54,098,548
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
42,199,682
2
Enter amount from Part I, line 27a .....................
2
-1,568,668
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
15,332,975
4
Add lines 1, 2, and 3 ..........................
4
55,963,989
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,886,964
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
54,077,025
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a AMERIPRISE #6408 P   2020-12-31
b AMERIPRISE #6408 P   2020-12-31
c BNY MELLON #6830 P   2020-12-31
d JP MORGAN #6008 P   2020-12-31
e GAIN ON ENTERPRISE PRODUCTS PARTNERS K-1 P   2020-12-31
GAIN ON ICAHN ENTERPRISES K-1 P   2020-12-31
WESTBURY P   2020-12-31
GAIN ON ROYCE INSTITUTIONAL FUND K-1 P   2020-12-31
GAIN ON ROYCE INSTITUTIONAL FUND K-1 P   2020-12-31
GAIN ON ICAHN ENTERPRISES K-1 P   2020-12-31
GAIN ON ICAHN ENTERPRISES K-1 P   2020-12-31
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,459,845   715,908 743,937
b 650,988   682,830 -31,842
c 5,242,056   5,499,640 -257,584
d 100,000   104,284 -4,284
e       -354
      -3,478
      -56
      224,951
      -19,368
      -1,580
      -9
2,563     2,563
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       743,937
b       -31,842
c       -257,584
d       -4,284
e       -354
      -3,478
      -56
      224,951
      -19,368
      -1,580
      -9
      2,563
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 652,896
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 22,582
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 22,582
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 22,582
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 86,208
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 86,208
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 63,626
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet63,626 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletJOHN B ROBINSON Telephone no.bullet (914) 730-7050

    Located atbullet3001 SUMMER STREET 5TH FLOOR EASTSTAMFORDCT ZIP+4bullet06905
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
    Yes
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JOHN R ROBINSON DECEASED NOV 2020 PRESIDENT
    35.00     		298,616 0 0
    PO BOX 70 4 MACDONALD AVE SUITE 4
    ARMONK,NY10504
    BARBARA ROBINSON EXECUTIVE VICE PRESIDENT
    35.00     		400,000 0 0
    PO BOX 70 4 MACDONALD AVE SUITE 4
    ARMONK,NY10504
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    LILLIAN MAHONEY SECRETARY
    35.00     		71,168 0 0
    PO BOX 70 4 MACDONALD AVE STE 4
    ARMONK,NY10504
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    PKF O'CONNOR DAVIES ACCOUNTING & TAX SERVICES 83,200
    3001 SUMMER STREET 5TH FL
    STAMFORD,CT06905
    WIGGAN AND DANA LLP LEGAL SERVICES 65,161
    281 TRESSER BOULEVARD TWO STAMFORD
    PLAZA
    STAMFORD,CT06901
    JEREMY GRIFFITH ETERNITY PCS IT SERVICES 48,868
    89 FLORIDA ST
    FARMINGDALE,NY11735
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    45,573,420
    b
    Average of monthly cash balances.......................
    1b
    5,574,555
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    51,147,975
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    51,147,975
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    767,220
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    50,380,755
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,519,038
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    2,519,038
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    22,582
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    22,582
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,496,456
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,496,456
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    2,496,456
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    3,255,965
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    3,255,965
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    3,255,965
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 2,496,456
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 363,006
    b From 2016...... 361,034
    c From 2017...... 359,553
    d From 2018...... 172,380
    e From 2019...... 192,365
    fTotal of lines 3a through e........ 1,448,338
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 3,255,965
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 2,496,456
    e Remaining amount distributed out of corpus 759,509
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 2,207,847
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		363,006
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		1,844,841
    10 Analysis of line 9:
    a Excess from 2016.... 361,034
    b Excess from 2017.... 359,553
    c Excess from 2018.... 172,380
    d Excess from 2019.... 192,365
    e Excess from 2020.... 759,509
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    JOHN ROBINSON
    PO BOX 70 4 MACDONALD AVE SUITE 4
    ARMONK,NY10504
    (203) 323-2400
    bThe form in which applications should be submitted and information and materials they should include:
    NONE
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    2 EAST 62ND STREET
    2 EAST 62ND STREET
    NEW YORK,NY10065     		NONE PC GENERAL PURPOSE 100,000
    2 EAST 62ND STREET
    2 EAST 62ND STREET
    NEW YORK,NY10065     		NONE PC GENERAL PURPOSE 100,000
    564 PARK AVENUE PRESERVATION
    564 PARK AVENUE
    NEW YORK,NY10065     		NONE PC GENERAL PURPOSE 100,000
    AMERICAN FRIENDS BLEARANCOURT
    20 W 44TH ST SUITE 506
    NEW YORK,NY10036     		NONE PC GENERAL PURPOSE 2,000
    AMERICAN FRIENDS SHANGHAI MUSEUM
    1115 5TH AVENUE
    NEW YORK,NY10128     		NONE PC GENERAL PURPOSE 5,000
    AMERICAN FRIENDS SHANGHAI MUSEUM
    1115 5TH AVENUE
    NEW YORK,NY10128     		NONE PC GENERAL PURPOSE 5,000
    AMERICAN FRIENDS SHANGHAI MUSEUM
    1115 5TH AVENUE
    NEW YORK,NY10128     		NONE PC GENERAL PURPOSE 10,000
    AMERICAN MUSEUM OF NATURAL HISTORY
    CENTRAL PARK WEST 79TH ST
    NEW YORK,NY10024     		NONE PC GENERAL PURPOSE 4,500
    AMERICAN MUSEUM OF NATURAL HISTORY
    CENTRAL PARK WEST 79TH ST
    NEW YORK,NY10024     		NONE PC GENERAL PURPOSE 5,000
    ARCHIVES OF AMERICAN ART
    CENTRAL PARK WEST 79TH STREET
    NEW YORK,NY10024     		NONE PC GENERAL PURPOSE 10,000
    ASIA SOCIETY
    725 PARK AVENUE
    NEW YORK,NY10021     		NONE PC GENERAL PURPOSE 2,500
    BAR HARBOR MUSIC FESTIVAL
    59 COTTAGE STREET
    BAR HARBOR,ME04609     		NONE PC GENERAL PURPOSE 1,000
    BEATRIX FERRAND SOCIETY
    475 BAY VIEW DRIVE
    BAR HARBOR,ME04609     		NONE PC GENERAL PURPOSE 12,500
    CALL A RIDE
    37 LAFAYETTE PLACE COLLYER CNTR
    GREENWICH,CT06830     		NONE PC GENERAL PURPOSE 1,000
    CARPENTER CENTER HARVARD UNIVERSITY
    32 QUINCY STREET
    CAMBRIDGE,MA02138     		NONE PC GENERAL PURPOSE 20,000
    CENTRAL PARK CONSEVANCY WOMENS COMMITTEE
    1 WHITEHALL STREET
    NEW YORK,NY10004     		NONE PC GENERAL PURPOSE 5,000
    CHRIST CHURCH GREENWICH
    254 E PUTNAM AVENUE
    GREENWICH,CT06830     		NONE PC GENERAL PURPOSE 5,000
    CHRIST CHURCH GREENWICH
    254 E PUTNAM AVENUE
    GREENWICH,CT06830     		NONE PC GENERAL PURPOSE 55,000
    CHRIST CHURCH GREENWICH
    254 E PUTNAM AVENUE
    GREENWICH,CT06830     		NONE PC GENERAL PURPOSE 5,000
    CHRIST CHURCH GREENWICH
    254 E PUTNAM AVENUE
    GREENWICH,CT06830     		NONE PC GENERAL PURPOSE 1,000
    COLLEGE OF THE ATLANTIC
    105 EDEN STREET
    BAR HARBOR,ME04609     		NONE PC GENERAL PURPOSE 5,000
    DOCTORS WITHOUT BORDERS
    PO BOX 5030
    HAGERSTOWN,MD217415030     		NONE PC GENERAL PURPOSE 1,000
    FOXCROFT SCHOOL
    22407 FOXHOUND LANE
    MIDDLEBURG,VA20117     		NONE PC GENERAL PURPOSE 25,000
    FRENCHMAN'S BAY CONSERVANCY
    72 TIDAL FALLS ROAD
    HANCOCK,ME04640     		NONE PC GENERAL PURPOSE 5,000
    FRICK COLLECTION
    1 E 70TH STREET
    NEW YORK,NY10021     		NONE PC GENERAL PURPOSE 35,000
    FRIENDS OF ACADIA
    43 COTTAGE ST D
    BAR HARBOR,ME04609     		NONE PC GENERAL PURPOSE 5,000
    FRIENDS OF UPPER EASTSIDE HISTORIC
    966 LEXINGTON AVE 35
    NEW YORK,NY10021     		NONE PC GENERAL PURPOSE 1,000
    FRIENDS OF UPPER EASTSIDE HISTORIC
    966 LEXINGTON AVE 35
    NEW YORK,NY10021     		NONE PC GENERAL PURPOSE 1,000
    GARDEN CONSERVANCY
    945 NORTH BROADWAY
    YONKERS,NY10701     		NONE PC GENERAL PURPOSE 10,000
    GREENWICH EMERGENCY SERVICES
    1111 E PUTNAM AVE 201
    RIVERSIDE,CT06878     		NONE PC GENERAL PURPOSE 5,000
    GREENWICH HISTORICAL SOCIETY
    47 STRICKLAND ROAD
    COS COB,CT06807     		NONE PC GENERAL PURPOSE 10,000
    HALCYON FOUNDATION
    555 5TH AVENUE
    NEW YORK,NY10017     		NONE PC GENERAL PURPOSE 5,000
    HALCYON FOUNDATION
    555 5TH AVENUE
    NEW YORK,NY10017     		NONE PC GENERAL PURPOSE 5,000
    HALCYON FOUNDATION
    555 5TH AVENUE
    NEW YORK,NY10017     		NONE PC GENERAL PURPOSE 10,000
    HALCYON FOUNDATION
    555 5TH AVENUE
    NEW YORK,NY10017     		NONE PC GENERAL PURPOSE 3,000
    HARVARD ART MUSEUM
    12 QUINCY STREEET
    CAMBRIDGE,MA02138     		NONE PC GENERAL PURPOSE 15,000
    HARVARD ART MUSEUM
    12 QUINCY STREEET
    CAMBRIDGE,MA02138     		NONE PC GENERAL PURPOSE 14,500
    HARVARD BUSINESS SCHOOL FUND
    32 QUINCY STREET
    CAMBRIDGE,MA02138     		NONE PC GENERAL PURPOSE 5,000
    HARVARD UNIVERSITY
    32 QUINCY STREET
    CAMBRIDGE,MA02138     		NONE PC GENERAL PURPOSE 100,000
    HARVARD UNIVERSITY
    32 QUINCY STREET
    CAMBRIDGE,MA02138     		NONE PC GENERAL PURPOSE 100,000
    JESSUP MEMORIAL LIBRARY
    34 MT DESERT ST
    BAR HARBOR,ME04609     		NONE PC GENERAL PURPOSE 5,000
    LIBRARY AMERICAN LANDSCAPE HISTORY
    P O BOX 1323
    AMHERST,MA01004     		NONE PC GENERAL PURPOSE 1,000
    LINCOLN CENTER THEATER
    LINCOLN CENTER PLAZA
    NEW YORK,NY10023     		NONE PC GENERAL PURPOSE 15,000
    MAINE COAST HERITAGE TRUST
    1 BOWDOIN MILL ISLAND
    TOPSHAM,ME04086     		NONE PC GENERAL PURPOSE 20,000
    MAINE SEACOAST MISSION
    127 WEST STREET
    BAR HARBOR,ME04609     		NONE PC GENERAL PURPOSE 2,000
    MANHATTANVILLE COLLEGE
    2900 PURCHASE STREET
    PURCHASE,NY10577     		NONE PC GENERAL PURPOSE 5,000
    MAYO CLINIC
    200 FIRST STREET SW
    ROCHESTER,MN55905     		NONE PC GENERAL PURPOSE 250,000
    MDI HOSPITAL
    10 WAYMAN LANE
    BAR HARBOR,ME04609     		NONE PC GENERAL PURPOSE 5,000
    METROPOLITIAN MUSEUM OF ART
    100 5TH AVENUE
    NEW YORK,NY10028     		NONE PC GENERAL PURPOSE 12,000
    METROPOLITIAN MUSEUM OF ART
    100 5TH AVENUE
    NEW YORK,NY10028     		NONE PC GENERAL PURPOSE 12,000
    MT DESERT FESTIVAL CHAMBER MUSIC
    1 KIMBALL ROAD
    NORTHEAST HARBOR,ME04662     		NONE PC GENERAL PURPOSE 15,000
    MT DESERT NURSING ASSOCIATION
    12 SUMMIT ROAD
    NORTHEAST HARBOR,ME04662     		NONE PC GENERAL PURPOSE 10,000
    MT VERNON LADIES ASSOCIATION
    PO BOX 110
    MOUNT VERNON,VA22121     		NONE PC GENERAL PURPOSE 7,500
    MT VERNON LADIES ASSOCIATION
    PO BOX 110
    MOUNT VERNON,VA22121     		NONE PC GENERAL PURPOSE 10,000
    NEIGHBORHOOD HOUSE NORTHEAST HARBOR
    PO BOX 332
    NORTHEAST HARBOR,ME04662     		NONE PC GENERAL PURPOSE 5,000
    NORTHEAST HARBOR AMBULANCE SERVICE
    P O BOX 122
    NORTHEAST HARBOR,ME04662     		NONE PC GENERAL PURPOSE 3,000
    NORTHEAST HARBOR LIBRARY
    1 JOY ROAD
    NORTHEAST HARBOR,ME04662     		NONE PC GENERAL PURPOSE 1,000
    NORTHEAST HARBOR LIBRARY
    1 JOY ROAD
    NORTHEAST HARBOR,ME04662     		NONE PC GENERAL PURPOSE 1,000
    NY BOTANTICAL GARDENS
    2900 SOUTHERN BLVD
    BRONX,NY10458     		NONE PC GENERAL PURPOSE 10,000
    NY BOTANTICAL GARDENS
    2900 SOUTHERN BLVD
    BRONX,NY10458     		NONE PC GENERAL PURPOSE 10,000
    NY BOTANTICAL GARDENS
    2900 SOUTHERN BLVD
    BRONX,NY10458     		NONE PC GENERAL PURPOSE 400,000
    NY BOTANTICAL GARDENS
    2900 SOUTHERN BLVD
    BRONX,NY10458     		NONE PC GENERAL PURPOSE 5,500
    NY LANDMARKS CONSERVANCY
    CONVERVANCY INC
    NEW YORK,NY10004     		NONE PC GENERAL PURPOSE 2,000
    ORDER OF ST JOHN
    628 MAIN STREET
    STAMFORD,CT06901     		NONE PC GENERAL PURPOSE 7,000
    PARISH OF ST MARY AND ST JUDE
    PO BOX 105
    NORTHEAST HARBOR,ME04662     		NONE PC GENERAL PURPOSE 10,000
    PETITE PLAISSANCE CONSVTN CENTER
    P O BOX 1112
    NORTHEAST HARBOR,ME04662     		NONE PC GENERAL PURPOSE 1,000
    PHILLIPS ANDOVER
    180 MAIN STREET
    ANDOVER,MA01810     		NONE PC GENERAL PURPOSE 10,000
    PHILLIPS ANDOVER
    180 MAIN STREET
    ANDOVER,MA01810     		NONE PC GENERAL PURPOSE 10,000
    PORTLAND COMMUNITY SQUASH
    66 NOYES STREET
    PORTLAND,ME04103     		NONE PC GENERAL PURPOSE 110,000
    ROCK END ART BARN
    33 ROUND HILL CLUB
    GREENWICH,CT06831     		NONE PC GENERAL PURPOSE 5,000
    SAIL MAINE
    58 FORE STREET
    PORTLAND,ME04104     		NONE PC GENERAL PURPOSE 60,000
    NY SAILING FOUNDATION
    385 S END AVENUE
    NEW YORK,NY10280     		NONE PC GENERAL PURPOSE 20,000
    SOFT POWER HEALTH
    2887 PURCHASE STREET
    PURCHASE,NY10577     		NONE PC GENERAL PURPOSE 10,000
    THE BOYS CLUB OF NEW YORK
    287 EAST 10TH STREET
    NEW YORK,NY10009     		NONE PC GENERAL PURPOSE 100,000
    THE BOYS CLUB OF NEW YORK
    287 EAST 10TH STREET
    NEW YORK,NY10009     		NONE PC GENERAL PURPOSE 5,000
    WNET PATRON PROGRAM
    825 EIGHTH AVENUE
    NEW YORK,NY10019     		NONE PC GENERAL PURPOSE 5,000
    WNET PATRON PROGRAM
    825 EIGHTH AVENUE
    NEW YORK,NY10019     		NONE PC GENERAL PURPOSE 5,000
    WORLD MONUMENTS
    EMPIRE ST BUILDING
    NEW YORK,NY10118     		NONE PC GENERAL PURPOSE 5,000
    NY LANDMARKS CONSERVANCY
    CONVERVANCY INC
    NEW YORK,NY10004     		NONE PC GENERAL PURPOSE 150
    NY LANDMARKS CONSERVANCY
    CONVERVANCY INC
    NEW YORK,NY10004     		NONE PC GENERAL PURPOSE 5,000
    NY LANDMARKS CONSERVANCY
    CONVERVANCY INC
    NEW YORK,NY10004     		NONE PC GENERAL PURPOSE 3,000
    NY LANDMARKS CONSERVANCY
    CONVERVANCY INC
    NEW YORK,NY10004     		NONE PC GENERAL PURPOSE 2,000
    PARISH OF ST MARY AND ST JUDE
    PO BOX 105
    NORTHEAST HARBOR,ME04662     		NONE PC GENERAL PURPOSE 5,000
    METROPOLITIAN OPERA
    30 LINCOLN CENTER
    NEW YORK,NY10023     		NONE PC GENERAL PURPOSE 5,500
    THOMAS COLE NATIONAL HISTORIC SITE
    218 SPRING STREET
    CATSKILL,NY12414     		NONE PC GENERAL PURPOSE 5,000
    ORDER OF ST JOHN
    1850 M STREET NW
    WASHINGTON,DC20036     		NONE PC GENERAL PURPOSE 2,000
    SELESIAN SISTERS OF ST JOHN BOSCO
    659 BELMONT AVENUE
    NORTH HALEDON,NJ07508     		NONE PC GENERAL PURPOSE 1,000
    RYE COUNTRY DAY SCHOOL
    CEDAR STREET
    RYE,NY105802034     		NONE PC GENERAL PURPOSE 5,000
    CONNECTICUT PUBLIC TV
    1049 ASYLUM AVENUE
    HARTFORD,CT06105     		NONE PC GENERAL PURPOSE 1,000
    DEERWOOD FOUNDATION
    P O BOX 78
    HOLDERNESS,NH03245     		NONE PC GENERAL PURPOSE 5,000
    BARD GRADUATE CENTER
    18 WEST 86TH STREET
    NEW YORK,NY10024     		NONE PC GENERAL PURPOSE 1,000
    MT DESERT HISTORICAL SOCIETY
    1 KIMBALL ROAD
    NORTHEAST HARBOR,ME04662     		NONE PC GENERAL PURPOSE 1,000
    KEEPING IDENTITIES SAFE
    1300 PENNSYLVANIA AVENUE NW ST 880
    WASHINGTON,DC20004     		NONE PC GENERAL PURPOSE 2,500
    SOFT POWER HEALTH
    2887 PURCHASE STREET
    PURCHASE,NY10577     		NONE PC GENERAL PURPOSE 5,000
    RYE COUNTRY DAY SCHOOL
    CEDAR STREET
    RYE,NY105802034     		NONE PC GENERAL PURPOSE 5,000
    WLIW PBS
    825 8TH AVENUE
    NEW YORK,NY10004     		NONE PC GENERAL PURPOSE 5,000
    KINGS COLLEGE
    56 BROADWAY
    NEW YORK,NY10004     		NONE PC GENERAL PURPOSE 5,000
    NY HISTORICAL SOCIETY
    170 CENTRAL PARK WEST
    NEW YORK,NY10024     		NONE PC GENERAL PURPOSE 5,000
    MT DESERT ISLAND HOSPITAL
    159 OLD HARBOR ROAD
    BAR HARBOR,ME04609     		NONE PC GENERAL PURPOSE 500
    ST ROCH CHURCH
    10 ST ROCH AVENUE
    GREENWICH,CT06830     		NONE PC GENERAL PURPOSE 1,000
    SOCIETY OF COLONIAL WARS
    1015 15TH STREET NW
    WASHINGTON,DC20005     		NONE PC GENERAL PURPOSE 1,000
    HELEN KELLER FOUNDATION
    1 DAG HAMMARSKJOLD PLAZA
    NEW YORK,NY10017     		NONE PC GENERAL PURPOSE 5,000
    UNIVERSITY SOUTHERN MAINE FOUNDATION
    135 WOODBURY CAMPUS CENTER
    PORTLAND,ME04104     		NONE PC GENERAL PURPOSE 10,000
    FRIENDS OF ASIAN ART
    P O BOX 15404
    SEATTLE,WA98115     		NONE PC GENERAL PURPOSE 10,000
    IRISH GEORGIAN SOCIETY
    1953 N CLYBOURN AVENUE ST R286
    CHICAGO,IL60614     		NONE PC GENERAL PURPOSE 1,000
    CONNECTICUT PUBLIC TV
    1049 ASYLUM AVENUE
    HARTFORD,CT06105     		NONE PC GENERAL PURPOSE 5,000
    SELESIAN SISTERS OF ST JOHN BOSCO
    659 BELMONT AVENUE
    NORTH HALEDON,NJ07508     		NONE PC GENERAL PURPOSE 1,000
    NATHANEIL WITHERILL HOME
    70 PARSONAGE ROAD
    GREENWICH,CT06830     		NONE PC GENERAL PURPOSE 1,000
    SPCA OF HANCOCK COUNTY
    141 BAR HARBOR ROAD
    TRENTON,ME04605     		NONE PC GENERAL PURPOSE 1,000
    Total .................................bullet 3a 2,085,650
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 595  
    4 Dividends and interest from securities....     14 1,309,919  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 652,896  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aEXCISE TAX REFUND     		    01 75,000  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 2,038,410 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,038,410
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    8 NONE
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    THE WIDGEON POINT CHARITABLE FOUNDATION
     
    F/K/A THE BEINECKE FOUNDATION INC
    EIN:
    13-6201175
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING AND TAX SERVICES 83,200 0   83,200

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 DepreciationSchedule
    Name:
    THE WIDGEON POINT CHARITABLE FOUNDATION
     
    F/K/A THE BEINECKE FOUNDATION INC
    EIN:
    13-6201175
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    COMPUTERS & EQUIPMENT 2013-01-01 17,717 17,717 SL 5.000000000000 0 0    
    FURNITURE 2014-12-18 3,785 3,785 SL 5.000000000000 0 0    
    COMPUTER 2014-10-19 5,164 5,164 SL 5.000000000000 0 0    
    CARPET RESORATION 2014-04-02 18,631 3,893 SL 27.500000000000 677 0    
    COMPUTER & RELATED EQUIPMENT 2015-01-09 6,098 6,098 SL 5.000000000000 0 0    
    COMPUTER & RELATED EQUIPMENT 2016-04-05 10,095 7,571 SL 5.000000000000 2,019 0    
    COMPUTER & RELATED EQUIPMENT 2016-07-18 4,500 3,075 SL 5.000000000000 900 0    
    FURNITURE 2016-01-25 2,459 1,927 SL 5.000000000000 492 0    
    COMPUTER & RELATED EQUIPMENT 2017-02-10 2,877 1,677 SL 5.000000000000 575 0    
    COMPUTER & RELATED EQUIPMENT 2017-09-01 1,048 490 SL 5.000000000000 210 0    
    COMPUTER & RELATED EQUIPMENT 2018-04-16 4,279 1,427 SL 5.000000000000 856 0    
    COMPUTER & RELATED EQUIPMENT 2018-02-22 3,158 1,158 SL 5.000000000000 632 0    
    COMPUTER & RELATED EQUIPMENT 2018-03-05 3,179 1,166 SL 5.000000000000 636 0    
    COMPUTER & RELATED EQUIPMENT 2018-10-19 1,922 448 SL 5.000000000000 384 0    
    COMPUTER & RELATED EQUIPMENT 2018-11-27 1,537 333 SL 5.000000000000 307 0    
    FURNITURE 2018-03-05 2,511 921 SL 5.000000000000 502 0    
    FURNITURE 2018-04-03 2,618 917 SL 5.000000000000 524 0    
    FURNITURE 2018-12-05 2,323 504 SL 5.000000000000 465 0    
    COMPUTER & RELATED EQUIPMENT 2018-11-06 1,610 376 SL 5.000000000000 322 0    
    FURNITURE 2018-10-16 14,028 3,274 SL 5.000000000000 2,806 0    

    TY 2020 GeneralExplanationAttachment
    Name:
    THE WIDGEON POINT CHARITABLE FOUNDATION
     
    F/K/A THE BEINECKE FOUNDATION INC
    EIN:
    13-6201175
    Identifier Return Reference Explanation
      PART VIII, LINE 1 INCLUDED IN THE $400,000 REPORTED FOR BARBARA ROBINSON IS HER 2019 COMPENSATION OF $200,000 WHICH WAS ALSO REPORTED IN THE 2019 990-PF.

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    THE WIDGEON POINT CHARITABLE FOUNDATION
     
    F/K/A THE BEINECKE FOUNDATION INC
    EIN:
    13-6201175
    Name of Bond End of Year Book Value End of Year Fair Market Value
    FORD MOTOR CREDIT CO LLC 751,875 751,875
    KINDER MORGAN ENER PART 201,628 201,628
    MARATHON PETROLEUM CORP 704,949 704,949
    KEYCORP 505,240 505,240
    GOLDMAN SACHS GROUP INC 308,424 308,424
    SNAP-ON INC 518,245 518,245
    GENWORTH HOLDINGS INC 355,250 355,250
    AMAZON.COM INC 409,220 409,220
    BANK OF AMERICA CORP 264,215 264,215
    FIDELITY NATL FINANCIAL 468,639 468,639
    BLOCK FINANCIAL LLC 478,260 478,260
    JEFFERIES GROUP INC 639,077 639,077
    FLEXTRONICS INTL LTD 863,013 863,013
    WYETH 286,555 286,555
    GENERAL ELECTRIC CO 361,931 361,931
    REALTY INCOME CORP. 438,320 438,320
    ONEOK PARTNERS LP 418,810 418,810
    VERIZON COMMUNICATIONS 563,420 563,420
    GENERAL MOTORS FINL CO 559,525 559,525
    WYETH 294,543 294,543
    AMERICAN TOWER CORP 396,127 396,127
    RAYMOND JAMES FINANCIAL 461,636 461,636
    LYONDELLBASELL IND NV 287,608 287,608
    ENTERGY LOUISIANA LLC 294,278 294,278
    CVS HEALTH CORP 401,954 401,954
    ALLY FINANCIAL INC 296,863 296,863
    VIACOMCBS INC 464,392 464,392
    CITIGROUP INC 420,571 420,571
    BANCO SANTANDER SA 234,518 234,518
    MORGAN STANLEY 298,833 298,833
    AMAZON.COM INC 606,720 606,720
    GENERAL ELECTRIC CO 363,192 363,192
    HOLLYFRONTIER CORP 279,175 279,175
    GOLDMAN SACHS GROUP INC 315,138 315,138
    AMERICAN EXPRESS CO 297,750 297,750
    MORGAN STANLEY 495,000 495,000
    CHARLES SCHWAB CORP 132,031 132,031
    FLDTY NATL FNL 430,916 430,916
    MORGAN STANLEY 119,136 119,136
    JPMORGAN CHASE & CO 199,342 199,342
    GOLDMAN SACHS GROUP INC 119,758 119,758

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE WIDGEON POINT CHARITABLE FOUNDATION
     
    F/K/A THE BEINECKE FOUNDATION INC
    EIN:
    13-6201175
    Name of Stock End of Year Book Value End of Year Fair Market Value
    APTIV PLC 182,406 182,406
    AT&T INC 258,840 258,840
    CISCO SYSTEMS INC 447,500 447,500
    ENTERPRISE PRODS PARTNERS L P 313,440 313,440
    EXXON MOBIL CORP 499,092 499,092
    LLLUMINA INC 277,500 277,500
    LILLY ELI & CO 506,520 506,520
    NORFOLK. SOUTHERN CORPORATION 950,440 950,440
    PEPSICO INC 748,915 748,915
    T ROWE PRICE GROUP INC 1,513,900 1,513,900
    THE PROCTER & GAMBLE COMPANY 848,754 848,754
    S & P GLOBAL INC. 82,183 82,183
    THERMO FISHER SCIENTIFIC INC. 302,757 302,757
    UNITEDHEALTH GROUP INC 210,408 210,408
    TARGA RESOURCES CORP 147,200 147,200
    BAR HARBOR BANKSHARES 1,681,826 1,681,826
    URSTADT BIDDLE PROPERTIES INC 119,891 119,891
    AT&T INC COM 46,016 46,016
    ABBOTT LABORATORIES 21,898 21,898
    ALPHABET INC CAP STK CL C 87,594 87,594
    ALPHABET INC CAP STK CL A 43,816 43,816
    ALTRIA GROUP INC 49,200 49,200
    AMAZON.COM INC 97,708 97,708
    APPLE INC COM 53,076 53,076
    CAMPBELL SOUP CO CAP 484 484
    CLEARWATER PAPER CORP 3,775 3,775
    DOW INC COM 27,750 27,750
    FACEBOOK INC-CLASS A 109,264 109,264
    FORD MTR CO DEL COM 44,829 44,829
    GENERAL DYNAMICS CORP COM 89,292 89,292
    JOHNSON & JOHNSON COM 55,083 55,083
    KIMBERLY-CLARK CORP COM 53,932 53,932
    L3HARRIS TECHNOLOGIES INC COM 92,620 92,620
    LOCKHEED MARTIN CORP COM 145,542 145,542
    LOWES COMPANIES INC COM USD 80,255 80,255
    M&T BANK CORP COM USD 6,365 6,365
    MASTERCARD INCORPORATED CL A 3,569 3,569
    MICROSOFT CORP 28,915 28,915
    NORTHROP GRUMMAN CORP COM 9,142 9,142
    PEPSICO INC 66,735 66,735
    PFIZER INC 36,810 36,810
    ROYAL DUTCH SHELL ADR REP 2 CL A OR 52,710 52,710
    SALES FORCE.COM 44,506 44,506
    VERIZON COMMUNICATION INC 123,375 123,375
    VIATRIS INC COM 2,324 2,324
    ZOOM VIDEO COMMUNICATIONS INC 33,732 33,732
    MARVELL TECHNOLOGY GROUP INC 309,010 309,010
    ADVANCED MICRO DEVICES INC 192,591 192,591
    ALIBABA GROUP HOLDING LTD SPONS ADS 832,010 832,010
    ALPHABET INC CL A 422,386 422,386
    AMAZON.COM INC 1,377,681 1,377,681
    AMERICAN EXPRESS CO 241,820 241,820
    APOLLO GLOBAL MANAGEMENT INC CL A 440,820 440,820
    APPLE INC 1,565,742 1,565,742
    BANK OF AMERICA CORP 463,743 463,743
    BLACKROCK INC 331,908 331,908
    BLACKSTONE GROUP INC CL A 699,948 699,948
    BRISTOL MYERS SQUIBB COMPANY 310,150 310,150
    BROOKFIELD ASSET MANAGEMENT INC 317,903 317,903
    CANADIAN PACIFIC RAILWAY LIMITED 225,349 225,349
    CHEWY INC CL A 233,714 233,714
    FACEBOOK INC CL A 587,294 587,294
    GLOBAL PAYMENTS 409,298 409,298
    JPMORGAN CHASE & CO 457,452 457,452
    KKR & CO INC 607,350 607,350
    MASTERCARD INC CL A 428,328 428,328
    MICROSOFT CORP 517,127 517,127
    NIKE INC CL B 212,205 212,205
    NVIDIA CORP 396,872 396,872
    PALO ALTO NETWORKS INC 355,390 355,390
    PAYPAL HOLDINGS INC 523,437 523,437
    SALESFORCE.COM INC 534,072 534,072
    TENCENT HOLDINGS LTD UNSPON ADR 301,938 301,938
    VISA INC CL A 568,698 568,698

    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE WIDGEON POINT CHARITABLE FOUNDATION
     
    F/K/A THE BEINECKE FOUNDATION INC
    EIN:
    13-6201175
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ROYCE INSTITUTIONAL LLC FMV 8,441,889 8,441,889
    ICAHN ENTERPRISES LP FMV 101,340 101,340
    FIDELITY 500 INDEX FUND FMV 52,257 52,257
    SPDR S&PS00 ETF TRUST TRUST UNIT FMV 1,869 1,869
    SPDR DOW JONES INDL AVERAGE ET FMV 393,246 393,246
    WP CAREY INC COM FMV 204,682 204,682
    SECTOR HEALTHCARE SELECT SECTOR SPDR XLV FMV 226,880 226,880

    TY 2020 LandEtcSchedule2
    Name:
    THE WIDGEON POINT CHARITABLE FOUNDATION
     
    F/K/A THE BEINECKE FOUNDATION INC
    EIN:
    13-6201175
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    COMPUTERS & EQUIPMENT 17,717 17,717 0  
    FURNITURE 3,785 3,785 0  
    COMPUTER 5,164 5,164 0  
    CARPET RESORATION 18,631 4,570 14,061  
    COMPUTER & RELATED EQUIPMENT 6,098 6,098 0  
    COMPUTER & RELATED EQUIPMENT 10,095 9,590 505  
    COMPUTER & RELATED EQUIPMENT 4,500 3,975 525  
    FURNITURE 2,459 2,419 40  
    COMPUTER & RELATED EQUIPMENT 2,877 2,252 625  
    COMPUTER & RELATED EQUIPMENT 1,048 700 348  
    COMPUTER & RELATED EQUIPMENT 4,279 2,283 1,996  
    COMPUTER & RELATED EQUIPMENT 3,158 1,790 1,368  
    COMPUTER & RELATED EQUIPMENT 3,179 1,802 1,377  
    COMPUTER & RELATED EQUIPMENT 1,922 832 1,090  
    COMPUTER & RELATED EQUIPMENT 1,537 640 897  
    FURNITURE 2,511 1,423 1,088  
    FURNITURE 2,618 1,441 1,177  
    FURNITURE 2,323 969 1,354  
    COMPUTER & RELATED EQUIPMENT 1,610 698 912  
    FURNITURE 14,028 6,080 7,948  


    TY 2020 LegalFeesSchedule
    Name:
    THE WIDGEON POINT CHARITABLE FOUNDATION
     
    F/K/A THE BEINECKE FOUNDATION INC
    EIN:
    13-6201175
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 65,161 0   65,161


    TY 2020 OtherAssetsSchedule
    Name:
    THE WIDGEON POINT CHARITABLE FOUNDATION
     
    F/K/A THE BEINECKE FOUNDATION INC
    EIN:
    13-6201175
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DEPOSITS AND DEFERRED PAYMENTS 6,061 8,064 8,064
    OTHER RECEIVABLE 60,262 0 0
    PAYROLL TAXES RECEIVABLE   69,845 69,845


    TY 2020 OtherDecreasesSchedule
    Name:
    THE WIDGEON POINT CHARITABLE FOUNDATION
     
    F/K/A THE BEINECKE FOUNDATION INC
    EIN:
    13-6201175
    Description Amount
    TO ADJUST OPENING BALANCE FROM GAAP BASIS TO TAX BASIS FOR ROYCE INSTITUTION 1,886,964


    TY 2020 OtherExpensesSchedule
    Name:
    THE WIDGEON POINT CHARITABLE FOUNDATION
     
    F/K/A THE BEINECKE FOUNDATION INC
    EIN:
    13-6201175
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK SERVICE CHARGE 342 0   342
    ADP PAYROLL FEES 1,897 0   1,897
    OFFICE UTILITIES 4,011 0   4,011
    STORAGE EXPENSE 5,713 0   5,713
    DUES AND SUBSCRIPTION 770 0   770
    INSURANCE 10,495 0   10,495
    POSTAGE 502 0   502
    OFFICE EXPENSE 1,223 0   1,223
    TELEPHONE INTERNET & COMPUTER EXPENSE 64,153 0   64,153
    LOSSES FROM K-1 PARTNERSHIP 175,507 175,507   0


    TY 2020 OtherIncomeSchedule2
    Name:
    THE WIDGEON POINT CHARITABLE FOUNDATION
     
    F/K/A THE BEINECKE FOUNDATION INC
    EIN:
    13-6201175
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    EXCISE TAX REFUND 75,000   75,000


    TY 2020 OtherIncreasesSchedule
    Name:
    THE WIDGEON POINT CHARITABLE FOUNDATION
     
    F/K/A THE BEINECKE FOUNDATION INC
    EIN:
    13-6201175
    Description Amount
    TO ADJUST OPENING BALANCE TO FAIR MARKET VALUE 12,123,584
    CHANGE IN UNREALIZED GAINS 2,715,041
    OTHER BOOK TO TAX ADJUSTMENT 47,580
    NONDIVIDEND DISTRIBUTION 35,670
    PRIOR YEAR NET ASSETS ADJUSTMENTS 411,100


    TY 2020 OtherLiabilitiesSchedule
    Name:
    THE WIDGEON POINT CHARITABLE FOUNDATION
     
    F/K/A THE BEINECKE FOUNDATION INC
    EIN:
    13-6201175
    Description Beginning of Year - Book Value End of Year - Book Value
    NEGATIVE CAPITAL ON ENTERPRISE PRODUCTS PARTNERS LP 63,126 0


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE WIDGEON POINT CHARITABLE FOUNDATION
     
    F/K/A THE BEINECKE FOUNDATION INC
    EIN:
    13-6201175
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 159,348 159,348   0


    TY 2020 TaxesSchedule
    Name:
    THE WIDGEON POINT CHARITABLE FOUNDATION
     
    F/K/A THE BEINECKE FOUNDATION INC
    EIN:
    13-6201175
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX PAID 3,951 3,951   0