Form990-PF

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 William J J Gordon Family Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)G David Phelps Hamar 300 Park Ave
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
New York, NY10022
A Employer identification number

41-6517207
B Telephone number (see instructions)

(434) 981-2080
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$9,159,966J Accounting method:
 
(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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,269 1,269  
4 Dividends and interest from securities... 82,640 82,640  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 157,901
b Gross sales price for all assets on line 6a 4,064,064
7 Capital gain net income (from Part IV, line 2)... 157,901
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 6,659 6,659  
12 Total. Add lines 1 through 11........ 248,469 248,469  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 15,702     15,702
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 65,741 65,741    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 15,800 255    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 50,318 20,118   30,200
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 147,561 86,114   45,902
25 Contributions, gifts, grants paid....... 424,500 424,500
26 Total expenses and disbursements. Add lines 24 and 25 572,061 86,114   470,402
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -323,592
b Net investment income (if negative, enter -0-) 162,355
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......... 2,001,328 634,737 634,737
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   211,671    
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).....      
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) 217,134 Click to see attachment232,909 238,779
b Investments—corporate stock (attach schedule)....... 3,282,500 Click to see attachment3,303,932 6,315,570
c Investments—corporate bonds (attach schedule)....... 366,785 Click to see attachment360,756 376,150
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   Click to see attachment1,223,492 1,594,730
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,079,418 5,755,826 9,159,966
Liabilities 17 Accounts payable and accrued expenses..........    
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)    
23 Total liabilities (add lines 17 through 22)......... 0 0
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 6,079,418 5,755,826
29 Total net assets or fund balances (see instructions)..... 6,079,418 5,755,826
30 Total liabilities and net assets/fund balances (see instructions). 6,079,418 5,755,826
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
6,079,418
2
Enter amount from Part I, line 27a .....................
2
-323,592
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
5,755,826
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,755,826
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 Publicly-traded Securities      
b Passthrough K1 Capital Gain/(Loss)      
c
d
e
(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 4,064,064   3,940,744 123,320
b       34,581
c
d
e
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       123,320
b        
c
d
e
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 2 157,901
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 2,257
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  
3 Add lines 1 and 2........................... 3 2,257
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,257
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 7,059
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,059
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8  
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 4,802
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet2,300 RefundedBullet 11 2,502
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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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)
    bulletMA
    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 addressbullet  
    14
    The books are in care ofbulletFoundation Source Telephone no.bullet (800) 839-1754

    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    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
     
    No
    ........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
    Elizabeth GordonClick to see attachment Trustee
    1.0     		0 0 0
    G David Phelps Hamar 300 Park Ave
    New York,NY10022
    G David Phelps HamarClick to see attachment Trustee
    5.0     		15,702 0 0
    G David Phelps Hamar 300 Park Ave
    New York,NY10022
    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
     
    Total number of other employees paid over $50,000...................bullet  
    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
    Chilton Trust Company Investment Mgmt 65,741
    300 Park Avenue 19th Floor
    New York,NY10022
    Total number of others receiving over $50,000 for professional services.............bullet  
    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.........................bullet  
    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
    6,044,906
    b
    Average of monthly cash balances.......................
    1b
    906,579
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,496,980
    d
    Total (add lines 1a, b, and c).........................
    1d
    8,448,465
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    8,448,465
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    126,727
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    8,321,738
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    416,087
    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
    416,087
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    2,257
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,257
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    413,830
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    413,830
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    413,830
    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
    470,402
    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
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    470,402
    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
    470,402
    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 7 413,830
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:2018, 2017, 2016  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 174,552
    b From 2016...... 167,932
    c From 2017...... 91,174
    d From 2018...... 115,779
    e From 2019...... 48,304
    fTotal of lines 3a through e........ 597,741
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 470,402
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount..... 413,830
    e Remaining amount distributed out of corpus 56,572
    5 Excess distributions carryover applied to 2020.    
    (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 5 654,313
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    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) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		174,552
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		479,761
    10 Analysis of line 9:
    a Excess from 2016.... 167,932
    b Excess from 2017.... 91,174
    c Excess from 2018.... 115,779
    d Excess from 2019.... 48,304
    e Excess from 2020.... 56,572
    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).)
    NONE
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    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
    13 HANDS EQUINE RESCUE INC
    50 TUSCAN WAY
    CLINTON CORNERS,NY12514     		N/A PC General & Unrestricted 5,000
    ADELANTE MUJERES
    2030 MAIN ST STE A
    FOREST GROVE,OR97116     		N/A PC General & Unrestricted 2,500
    ANIMAL WELFARE SOCIETY INC
    PO BOX 43
    W KENNEBUNK,ME04094     		N/A PC General & Unrestricted 1,000
    ANOTHER CHANCE ANIMAL RESCUE
    PO BOX 552
    NORTH BERWICK,ME03906     		N/A PC General & Unrestricted 2,000
    ANTIOCH UNIVERSITY - DEVELOPMENT OFFICE
    40 AVON ST
    KEENE,NH03431     		N/A PC General & Unrestricted 500
    ARUNDEL CONSERVATION TRUST
    PO BOX 2704
    KENNEBUNKPORT,ME04046     		N/A PC building Mountain Bike Trails in Arudel 10,000
    ARUNDEL HISTORICAL SOCIETY
    3 TALBOT DR
    ARUNDEL,ME04046     		N/A PC General & Unrestricted 2,000
    AUSTIN COMMUNITY FOUNDATION
    963 MORRIS PARK AVE 1
    BRONX,NY10462     		N/A PC Kitchen Table Conversations 3,000
    AUSTIN PETS ALIVE
    1156 W CESAR CHAVEZ ST
    AUSTIN,TX78703     		N/A PC Cat Program 1,000
    C Conn
    1000 W Collingwood Drive
    Austin,TX78753     		NONE I Hardship Assistance Grant 5,000
    C Flores
    615 Nelray Blvd 212
    Austin,TX78751     		NONE I Hardship Assistance Grant 5,000
    C Hardin
    8201 Burrell Drive
    Austin,TX78757     		NONE I Hardship Assistance Grant 5,000
    CAPITAL OF TEXAS PUBLIC TELECOMMUNICATIONS COUNCIL
    PO BOX 7158
    AUSTIN,TX78713     		N/A PC General & Unrestricted 5,000
    CARITAS OF AUSTIN
    611 NECHES ST
    AUSTIN,TX78701     		N/A PC General & Unrestricted 5,000
    CENTER FOR WILDLIFE INC
    PO BOX 620
    CAPE NEDDICK,ME03902     		N/A PC General & Unrestricted 1,000
    CHURCH COMMUNITY OUTREACH SERVICES INC
    PO BOX 1175
    KENNEBUNK,ME04043     		N/A PC General & Unrestricted 2,000
    CHURCH COMMUNITY OUTREACH SERVICES INC
    PO BOX 1175
    KENNEBUNK,ME04043     		N/A PC to purchase food vac sealer to preserve smaller portions of meats for distribution from food pantry 900
    CHURCH COMMUNITY OUTREACH SERVICES INC
    PO BOX 1175
    KENNEBUNK,ME04043     		N/A PC Food to feed our community 2,000
    CLEARWATER MARINE AQUARIUM INC
    249 WINDWARD PASSAGE
    CLEARWATER,FL33767     		N/A PC General & Unrestricted 1,000
    COMMUNITY HARVEST
    PO BOX 1393
    KENNEBUNK,ME04043     		N/A PC community project using gift cards to help both hungry families and struggling restaurants 2,000
    COMMUNITY HARVEST
    PO BOX 1393
    KENNEBUNK,ME04043     		N/A PC General & Unrestricted 1,500
    COMMUNITY OF CARING
    39 WESTERN AVE
    KENNEBUNK,ME04043     		N/A PC General & Unrestricted 1,000
    CURRAN HOMESTEAD
    PO BOX 107
    ORRINGTON,ME04474     		N/A PC Tourism Relief Fund 2,500
    EMANCIPET
    7010 EASY WIND DR STE 260
    AUSTIN,TX78752     		N/A PC General & Unrestricted 5,000
    EQUAL JUSTICE INITIATIVE
    122 COMMERCE ST
    MONTGOMERY,AL36104     		N/A PC General & Unrestricted 5,000
    EVER AFTER MUSTANG RESCUE TRAINING AND EDUCATIONAL
    6 YATES ST
    BIDDEFORD POOL,ME04006     		N/A PC General & Unrestricted 2,000
    FEEDING AMERICA
    161 N CLARK ST SUITE 700
    CHICAGO,IL60601     		N/A PC General & Unrestricted 10,000
    FULL PLATES FULL POTENTIAL
    188 STATE ST STE 407
    PORTLAND,ME04101     		N/A PC General & Unrestricted 2,000
    FULL PLATES FULL POTENTIAL
    188 STATE ST STE 407
    PORTLAND,ME04101     		N/A PC Emergency Fund to help feed Maine's children 2,000
    GOOD SHEPHERD FOOD BANK
    3121 HOTEL RD
    AUBURN,ME04210     		N/A PC General & Unrestricted 18,000
    HABITAT FOR HUMANITY YORK COUNTY
    PO BOX 267
    KENNEBUNK,ME04043     		N/A PC General & Unrestricted 1,000
    HONOR FLIGHT MAINE INC
    PO BOX 1770
    PORTLAND,ME04104     		N/A PC General & Unrestricted 1,000
    HOSPICE AUSTIN
    4107 SPICEWOOD SPRINGS RD STE 100
    AUSTIN,TX78759     		N/A PC General & Unrestricted 2,000
    HUNTSMAN CANCER FOUNDATION
    500 S HUNTSMAN WAY
    SALT LAKE CTY,UT84108     		N/A SO III FI Charitable Event 19,000
    IMMIGRANT LEGAL ADVOCACY PROJECT
    489 CONGRESS ST STE 3
    PORTLAND,ME04101     		N/A PC General & Unrestricted 7,500
    IMPACT NW
    PO BOX 33530
    PORTLAND,OR97292     		N/A PC General & Unrestricted 7,000
    INTERNATIONAL PEACE INITIATIVES
    1777 S HARRISON ST STE 1500
    DENVER,CO80210     		N/A PC General & Unrestricted 5,000
    J Culbert
    9603 Hansford Drive
    Austin,TX78753     		NONE I Short-term Emergency Assistance Grant 5,000
    JACKSON HOLE CHILDRENS MUSEUM
    PO BOX 995
    JACKSON,WY83001     		N/A PC General & Unrestricted 5,000
    JEWISH FAMILY AND CHILDRENS SERVICE
    1430 MAIN ST
    WALTHAM,MA02451     		N/A PC General & Unrestricted 5,000
    JUNIOR LEAGUE OF PORTLAND OREGON INC
    1355 NW EVERETT ST STE 100
    PORTLAND,OR97209     		N/A PC General & Unrestricted 1,000
    JUSTICE POLICY INSTITUTE
    1012 14TH ST NW STE 600
    WASHINGTON,DC20005     		N/A PC General & Unrestricted 1,000
    KENNEBUNK BEACH IMPROVEMENT ASSOCIATION
    PO BOX 707
    KENNEBUNK,ME04043     		N/A PC General & Unrestricted 1,000
    KENNEBUNK FREE LIBRARY ASSOCIATION
    112 MAIN ST
    KENNEBUNK,ME04043     		N/A PC General & Unrestricted 1,000
    KENNEBUNKPORT CONSERVATION TRUST
    PO BOX 7004
    CAPE PORPOISE,ME04014     		N/A PC General & Unrestricted 2,000
    KENNEBUNKPORT HERITAGE HOUSING TRUST
    PO BOX 333
    KENNEBUNKPORT,ME04046     		N/A PC General & Unrestricted 1,000
    KENNEBUNKPORT HISTORICAL SOCIETY
    PO BOX 1173
    KENNEBUNKPORT,ME04046     		N/A PC General & Unrestricted 1,000
    KIDS FREE TO GROW
    57 PORTLAND RD STE 4
    KENNEBUNK,ME04043     		N/A PC General & Unrestricted 1,000
    LET GROW INC
    228 PARK AVE S 77212
    NEW YORK,NY10003     		N/A PC General & Unrestricted 10,000
    LOUIS T GRAVES MEMORIAL PUBLIC LIBRARY ASSOCIATION
    PO BOX 391
    KENNEBUNKPORT,ME04046     		N/A PC General & Unrestricted 1,000
    LUCKY PUP RESCUE INC
    PO BOX 461
    KENNEBUNKPORT,ME04046     		N/A PC General & Unrestricted 600
    M Fisher
    41 Mallard Drive
    Woolwich,ME04579     		N/A I Hardship Assistance Grant 5,000
    M Vasquez
    2161 Arrington Road
    College Station,TX77845     		NONE I Short-term Emergency Assistance Grant 5,000
    MAINE BOYS TO MEN
    170 US RTE 1 STE 230
    FALMOUTH,ME04105     		N/A PC General & Unrestricted 1,500
    MAINE CHILDRENS HOME FOR LITTLE WANDERERS
    93 SILVER ST
    WATERVILLE,ME04901     		N/A PC General & Unrestricted 2,000
    MAINE PUBLIC BROADCASTING CORPORATION
    1450 LISBON ST
    LEWISTON,ME04240     		N/A PC General & Unrestricted 6,000
    MAINE SPECIAL OLYMPICS
    125 JOHN ROBERTS RD STE 5
    S PORTLAND,ME04106     		N/A PC General & Unrestricted 1,000
    MAKE-A-WISH FOUNDATION OF MAINE
    66 MUSSEY RD
    SCARBOROUGH,ME04074     		N/A PC General & Unrestricted 2,000
    MARINE MAMMALS OF MAINE
    PO BOX 751
    BATH,ME04530     		N/A PC General & Unrestricted 2,000
    MARINE TOYS FOR TOTS FOUNDATION
    18251 QUANTICO GATEWAY DR
    TRIANGLE,VA22172     		N/A PC General & Unrestricted 1,000
    MOBILE LOAVES & FISHES INC
    9301 HOG EYE RD UNIT 950
    AUSTIN,TX78724     		N/A PC Community First Village 5,000
    NEW AVENUES FOR YOUTH INC
    1220 SW COLUMBIA ST
    PORTLAND,OR97201     		N/A PC General & Unrestricted 7,000
    OREGON MUSEUM OF SCIENCE AND INDUSTRY
    1945 SE WATER AVE
    PORTLAND,OR97214     		N/A PC Teen Science Alliance 7,500
    PEACE RIVER REFUGE & RANCH INC
    640 NE 170TH CT
    SILVER SPGS,FL34488     		N/A PC General & Unrestricted 2,000
    PLANNED PARENTHOOD FEDERATION OF AMERICA INC
    123 WILLIAMS ST 10TH FL
    NEW YORK,NY10038     		N/A PC General & Unrestricted 2,000
    PLANNED PARENTHOOD OF THE TEXAS CAPITAL REGION INC
    201 E BEN WHITE BLVD BLDG B
    AUSTIN,TX78704     		N/A PC General & Unrestricted 5,000
    PORTLAND MUSEUM OF ART
    7 CONGRESS SQ
    PORTLAND,ME04101     		N/A PC General & Unrestricted 5,000
    PORTLAND MUSEUM OF ART
    7 CONGRESS SQ
    PORTLAND,ME04101     		N/A PC Charitable Event 5,000
    PREBLE STREET
    38 PREBLE ST 3RD FLOOR
    PORTLAND,ME04101     		N/A PC General & Unrestricted 7,000
    Q Pinnix
    662 Mairo Street
    Austin,TX78748     		NONE I Hardship Assistance Grant 5,000
    RAW ART WORKS INC
    37 CENTRAL SQ
    LYNN,MA01901     		N/A PC General & Unrestricted 3,000
    RIVER TREE ARTS
    35 WESTERN AVE
    KENNEBUNK,ME04043     		N/A PC General & Unrestricted 2,000
    S Picket
    8201 Burrell Drive
    Austin,TX78757     		NONE I Short-term Emergency Assistance Grant 5,000
    SAFE HAVEN HUMANE SOCIETY
    PO BOX 91
    WELLS,ME04090     		N/A PC General & Unrestricted 2,000
    SAIL MAINE INC
    58 FORE ST
    PORTLAND,ME04101     		N/A PC New sails for J 22's 5,000
    SAIL MAINE INC
    58 FORE ST
    PORTLAND,ME04101     		N/A PC General & Unrestricted 2,500
    SAIL MAINE INC
    58 FORE ST
    PORTLAND,ME04101     		N/A PC New sails for J 22's 10,000
    SHARE OUR STRENGTH
    1030 15TH ST NW STE 1100W
    WASHINGTON,DC20005     		N/A PC General & Unrestricted 2,000
    SMILE TRAIN INC
    PO BOX 96231
    WASHINGTON,DC20090     		N/A PC General & Unrestricted 10,000
    SOUTH CONGREGATIONAL CHURCH UNITED CHURCH OF CHRIS
    PO BOX 414
    KENNEBUNKPORT,ME04046     		N/A PC General & Unrestricted 2,000
    SPECIAL SURFERS
    146 HOLMES RD
    SCARBOROUGH,ME04074     		N/A PC General & Unrestricted 1,000
    TELLING ROOM
    225 COMMERCIAL ST STE 201
    PORTLAND,ME04101     		N/A PC General & Unrestricted 10,000
    TEXAS CAMPAIGN FOR THE ENVIRONMENT FUND
    2609 SHERWOOD LN
    AUSTIN,TX78704     		N/A PC General & Unrestricted 3,000
    THE CENTER FOR GRIEVING CHILDREN
    555 FOREST AVE
    PORTLAND,ME04101     		N/A PC General & Unrestricted 2,000
    THE CLEAR FUND
    1714 FRANKLIN ST 100335
    OAKLAND,CA94612     		N/A PC Maximum Impact Fund 15,000
    THE DAVID SHELDRICK WILDLIFE TRUST USA
    25283 CABOT RD STE 101
    LAGUNA HILLS,CA92653     		N/A PC General & Unrestricted 3,000
    THE LIVESTOCK CONSERVANCY INC
    PO BOX 477
    PITTSBORO,NC27312     		N/A PC Emergency Response Fund 5,000
    THE LIVESTOCK CONSERVANCY INC
    PO BOX 477
    PITTSBORO,NC27312     		N/A PC General & Unrestricted 5,000
    THE UNIVERSITY OF TEXAS AT AUSTIN
    PO BOX 7458
    AUSTIN,TX78713     		N/A GOV KUT Program 4,000
    THORNE ECOLOGICAL INSTITUTE
    PO BOX 19107
    BOULDER,CO80308     		N/A PC General & Unrestricted 10,000
    TOWN OF KENNEBUNK
    1 SUMMER ST
    KENNEBUNK,ME04043     		N/A GOV Fuel fund to help those in need 1,000
    TOWN OF KENNEBUNKPORT
    PO BOX 566
    KENNEBUNKPORT,ME04046     		N/A GOV Charitable Event 2,500
    TRAVIS ROY FOUNDATION
    101 HUNTINGTON AVE STE 520
    BOSTON,MA02199     		N/A PC General & Unrestricted 2,500
    TRAVIS ROY FOUNDATION
    101 HUNTINGTON AVE STE 520
    BOSTON,MA02199     		N/A PC Charitable Event 5,000
    TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW
    722 W 168TH ST 12TH FL
    NEW YORK,NY10032     		N/A PC General & Unrestricted 5,000
    TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW
    722 W 168TH ST 12TH FL
    NEW YORK,NY10032     		N/A PC funds to be used at the discretion of the current Director of the Columbia Center for Children's Environmental Health 5,000
    UNION OF CONCERNED SCIENTISTS INC
    2 BRATTLE SQ SUITE 6
    CAMBRIDGE,MA02138     		N/A PC General & Unrestricted 3,000
    UNITED WAY
    PO BOX 727
    KENNEBUNK,ME04043     		N/A PC General & Unrestricted 2,000
    W King II
    23 Long Street
    Brunswick,ME04011     		NONE I Short-term Emergency Assistance Grant 5,000
    WAYNFLETE SCHOOL
    360 SPRING ST
    PORTLAND,ME04102     		N/A PC General & Unrestricted 12,000
    WAYNFLETE SCHOOL
    360 SPRING ST
    PORTLAND,ME04102     		N/A PC Waynflete Sailing Team 2,000
    WAYSIDE FOOD PROGRAMS
    PO BOX 1278
    PORTLAND,ME04104     		N/A PC General & Unrestricted 2,000
    WAYSIDE FOOD PROGRAMS
    PO BOX 1278
    PORTLAND,ME04104     		N/A PC Feed the hungry program 2,000
    WINTERKIDS EDUCATION FOUNDATION
    506 MAIN ST SUITE 10
    WESTBROOK,ME04092     		N/A PC General & Unrestricted 1,000
    YORK COUNTY COMMUNITY ACTION CORP
    6 SPRUCE ST
    SANFORD,ME04073     		N/A PC General & Unrestricted 2,000
    YORK COUNTY SHELTER PROGRAMS INC
    24 GEORGE RD
    ALFRED,ME04002     		N/A PC General & Unrestricted 2,000
    ZOIS ANIMAL RESCUE INC
    PO BOX 2905
    CLAREMORE,OK74018     		N/A PC General & Unrestricted 5,000
    Total .................................bullet 3a 424,500
    bApproved for future payment
    Total .................................bullet 3b  
    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 1,269  
    4 Dividends and interest from securities....     14 82,640  
    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 ............     		    18 157,901  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aK-1 Inc/Loss     		    14 6,659  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   248,469  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    248,469
    (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.)
    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 CompensationExplanation
    Name:
    The William J J Gordon Family Foundation
    EIN:
    41-6517207
    Person Name Explanation
    G David Phelps Hamar *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 31,2020, THE FOUNDATION PAID $65,741 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.

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    TY 2020 DepreciationSchedule
    Name:
    The William J J Gordon Family Foundation
    EIN:
    41-6517207
    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

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    The William J J Gordon Family Foundation
    EIN:
    41-6517207
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ALLSTATE CORP - 0.750% - 12/15 19,997 20,101
    APPLE INC - 1.125% - 05/11/202 19,964 20,567
    BANK AMER CORP FR - 4.200% - 0 16,359 16,792
    BOARDWALK PIPELINES LP NOTE - 20,160 22,322
    CATERPILLAR FINL SVCS S BE MTN 9,986 10,070
    DUKE ENERGY CO - 3.250% - 08/1 19,812 22,295
    EUROPEAN BK RECON & DEV BOND - 34,853 36,932
    EUROPEAN INVT BK - 1.375% - 09 29,799 30,598
    LENNAR - 5.875% - 11/15/2024 17,381 17,325
    MANITOBA (PROV OF) - 2.125% - 34,959 35,876
    MICRON TECHNOLOGY INC - 4.185% 21,298 23,411
    ONTARIO (PROVINCE OF) - 1.250% 39,902 40,937
    PFIZER INC - 0.500% - 05/28/20 19,875 20,357
    QUALCOMM INC - 3.450% - 05/20/ 16,451 16,702
    TOYOTA MOTOR CREDIT CORP MTN - 19,962 21,708
    VERIZON COMMUNICATIONS INC NOT 19,998 20,157

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    The William J J Gordon Family Foundation
    EIN:
    41-6517207
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ADAPTEC, INC 30,921 37,607
    AMERICAN PUBLIC EDUCATION, INC 59,627 60,046
    BALL CP 203,510 488,822
    CAPITAL ONE FINANCIAL CORP 63,614 65,241
    CINTAS CRP 110,420 237,525
    COSTCO WHOLESALE CORPORATION 110,874 275,426
    CSX CORP 134,910 224,516
    DANAHER CORP 127,384 125,731
    DAVIDE CAMPARI-MILANO SPA 84,271 190,959
    DEERE CO 71,085 121,073
    DOMINOS PIZZA INC 89,277 131,910
    ECOLAB INC 95,796 114,022
    FIVE BELOW INC 115,301 184,079
    HOME DEPOT INC 46,570 328,572
    INTUIT 108,302 196,762
    KANSAS CITY SOUTHERN 205,985 274,555
    MASTERCARD INC 129,136 339,807
    MERCK & CO INC 31,812 31,820
    METTLER-TOLEDO INTL 99,321 199,444
    MICROSOFT CORP 137,305 539,369
    MOODYS CORP 52,754 148,893
    O'REILLY AUTOMOTIVE INC 41,188 63,812
    POOL CORP 52,895 89,400
    REPUBLIC SVCS INC 181,178 225,246
    SHERWIN-WILLIAMS CO 230,153 577,640
    THERMO FISHER SCIENTIFIC INC 98,184 194,230
    TORO CO 71,012 100,720
    ULTA SALON, COSMETICS & FRAGRA 30,712 49,104
    UNION PACIFIC 186,963 289,842
    UNITEDHEALTH GROUP INC 84,513 99,242
    VISA INC 50,769 129,488
    VROOM ORD SHS 73,408 56,211
    ZOETIS INC 94,782 124,456

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    The William J J Gordon Family Foundation
    EIN:
    41-6517207
    US Government Securities - End of Year Book Value:

    232,909
    US Government Securities - End of Year Fair Market Value:

    238,779
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2020 InvestmentsOtherSchedule2
    Name:
    The William J J Gordon Family Foundation
    EIN:
    41-6517207
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CHILTON SELECT EQUITY FUND, L.   1,223,492 1,594,730

    TY 2020 OtherExpensesSchedule
    Name:
    The William J J Gordon Family Foundation
    EIN:
    41-6517207
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 30,130     30,130
    K-1 Exp CHILTON SELECT EQUITY 17,748 17,748    
    State or Local Filing Fees 70     70
    BANK CHARGES 2,370 2,370    


    TY 2020 OtherIncomeSchedule2
    Name:
    The William J J Gordon Family Foundation
    EIN:
    41-6517207
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1 Inc/Loss CHILTON SELECT EQUITY FUND, L.P 6,659 6,659  


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    The William J J Gordon Family Foundation
    EIN:
    41-6517207
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 65,741 65,741    


    TY 2020 TaxesSchedule
    Name:
    The William J J Gordon Family Foundation
    EIN:
    41-6517207
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2020 700      
    990-PF Extension for 2019 14,845      
    Foreign Tax Paid 255 255