Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
THE WIDGEON POINT CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)CO PRYOR CASHMAN 7 TIMES SQUARE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY100366354
A Employer identification number

13-6201175
B Telephone number (see instructions)

(207) 200-3168
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$50,336,556J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,068,643 1,068,643  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -257,310
b Gross sales price for all assets on line 6a 5,920,079
7 Capital gain net income (from Part IV, line 2)... 0
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
List of Attached Documents:
// Content
26,456 1  
12 Total. Add lines 1 through 11........ 837,789 1,068,644  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 496,000 99,200   396,800
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
1,266,770 0   1,266,770
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
46,499 23,250   23,249
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
158,388 144,221   14,167
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
107,834 6,233   22,710
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 41,677 8,335   33,342
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
419,342 206,510   40,534
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,536,510 487,749   1,797,572
25 Contributions, gifts, grants paid....... 2,405,500 2,405,500
26 Total expenses and disbursements. Add lines 24 and 25 4,942,010 487,749   4,203,072
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -4,104,221
b Net investment income (if negative, enter -0-) 580,895
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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......... 10,803,258 13,046,169 13,046,169
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 817,716 29,680 29,680
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 0 Click to see attachment
List of Attached Documents:
// Content
4,106,961 		4,106,961
b Investments—corporate stock (attach schedule)....... 27,370,041 Click to see attachment
List of Attached Documents:
// Content
5,817,230 		17,815,101
c Investments—corporate bonds (attach schedule)....... 9,083,689 Click to see attachment
List of Attached Documents:
// Content
5,944,085 		6,034,468
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 11,283,310 Click to see attachment
List of Attached Documents:
// Content
7,173,998 		9,299,052
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow   25,345 0 0
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
8,064 		Click to see attachment
List of Attached Documents:
// Content
5,125 		Click to see attachment
List of Attached Documents:
// Content
5,125
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 59,391,423 36,123,248 50,336,556
Liabilities 17 Accounts payable and accrued expenses.......... 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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 21,523 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 59,369,900 36,123,248
29 Total net assets or fund balances (see instructions)..... 59,369,900 36,123,248
30 Total liabilities and net assets/fund balances (see instructions). 59,391,423 36,123,248
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
59,369,900
2
Enter amount from Part I, line 27a .....................
2
-4,104,221
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
55,265,679
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
19,142,431
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
36,123,248
Form 990-PF (2022)
Form 990-PF (2022)
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 PUBLICLY TRADED SECURITIES      
c ENTERPRISE PRODUCTS PARTNERS LP      
d ROYCE INSTITUTIONAL FUND LLC K1 FLOW THRU P    
e ROYCE INSTITUTIONAL FUND LLC K1 FLOW THRU 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 335,351   737,985 -402,634
b 5,428,518   5,033,946 394,572
c 98,290     98,290
d     405,458 -405,458
e 57,920     57,920
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       -402,634
b       394,572
c       98,290
d       -405,458
e       57,920
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 -257,310
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  
Form 990-PF (2022)
Form 990-PF (2022)
Page 4
Part V
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 right arrow 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) 1 8,074
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 8,074
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 8,074
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 38,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 38,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 76,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 8 145
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 67,781
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow67,781 Refundedright arrow 11 0
Part VI-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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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 changesClick to see attachment
List of Attached Documents:
// Content
....
3
Yes
 
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNY, ME
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 2022 or the taxable year beginning in 2022? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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 (2022)
Form 990-PF (2022)
Page 5
Part VI-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 addressright arrowWWW.WIDGEONPOINT.ORG
14
The books are in care ofright arrowVERRILL DANA LLP Telephone no.right arrow (207) 774-4000

Located atright arrowONE PORTLAND SQUAREPORTLANDME ZIP+4right arrow04101
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2022? .............
1d
 
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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 B ROBINSON PRESIDENT
30.00 		248,000 0 0
C/O PRYOR CASHMAN 7 TIMES SQUARE
NEW YORK,NY10036
CHRISTOPHER N ROBINSON TREASURER AND SECRETARY
30.00 		248,000 0 0
C/O PRYOR CASHMAN 7 TIMES SQUARE
NEW YORK,NY10036
MARK MORRISSETTE DIRECTOR
1.00 		0 0 0
C/O PRYOR CASHMAN 7 TIMES SQUARE
NEW YORK,NY10036
BARBARA G ROBINSON DIRECTOR
1.00 		0 0 0
10 CLIFFDALE RD
GREENWICH,CT06831
ROWLAND PERRY ROBINSON DIRECTOR
1.00 		0 0 0
410 RIVERSVILLE RD
GREENWICH,CT06831
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
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
Page 7
Part VII
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
GOULSTON AND STORRS LLP LEGAL SERVICES 1,250,000
885 THIRD AVENUE
NEW YORK,NY10022
AMERIPRISE FINANCIAL INVESTMENT MANAGEMENT 136,127
70400 AMERIPRISE FINANCIAL CENTER
MINNEAPOLIS,MN55474
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-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 VIII-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.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
Page 8
Part IX
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
41,453,970
b
Average of monthly cash balances.......................
1b
13,817,579
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
55,271,549
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
55,271,549
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
829,073
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
54,442,476
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,722,124
Part X
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 IX, line 6..................
1
2,722,124
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
8,074
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
8,074
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,714,050
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,714,050
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 XII, line 1 ...
7
2,714,050
Part XI
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
4,203,072
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
4,203,072
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 2,714,050
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 0
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017...... 359,553
b From 2018...... 172,380
c From 2019......  
d From 2020...... 759,509
e From 2021...... 1,150,351
f Total of lines 3a through e ........ 2,441,793
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 4,203,072
a Applied to 2021, 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 2022 distributable amount..... 2,714,050
e Remaining amount distributed out of corpus 1,489,022
5 Excess distributions carryover applied to 2022. 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 3,930,815
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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		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 2017 not
applied on line 5 or line 7 (see instructions) ... 		359,553
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		3,571,262
10 Analysis of line 9:
a Excess from 2018.... 172,380
b Excess from 2019....  
c Excess from 2020.... 759,509
d Excess from 2021.... 1,150,351
e Excess from 2022.... 1,489,022
Form 990-PF (2022)
Form 990-PF (2022)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
JOHN B ROBINSON PRESIDENT
PO BOX 10779
PORTLAND,ME04104
(207) 200-3168
bThe form in which applications should be submitted and information and materials they should include:
PLEASE SUBMIT YOUR APPLICATION ONLINE AT WWW.WIDGEONPOINT.ORG/APPLY
cAny submission deadlines:
SEPTEMBER 15
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE WIDGEON POINT CHARITABLE FOUNDATION ONLY FUNDS RECOGNIZED 501(C)(3) ORGANIZATIONS BASED IN THE UNITED STATES OF AMERICA AND ITS TERRITORIES
Form 990-PF (2022)
Form 990-PF (2022)
Page 11
Part XIV
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

240 STRINGS

PO BOX 10193
PORTLAND,ME04101 		  PC OPERATIONAL SUPPORT 500

ARCH ASSOCIATION FOR ROLLINSFORD CULURAL HISTORY

47 WATER ST
ROLLINSFORD,NH03869 		  PC OPERATIONAL SUPPORT 500

ACE MENTOR PROGRAM OF MAINE INC

1501 CHERRY STREET
PHILADELPHIA,PA19102 		  PC OPERATIONAL SUPPORT 500

ALASKA ARTS SOUTHEAST INC

121 JOHN BRADY DR
SITKA,AK99835 		  PC OPERATIONAL SUPPORT 500

ALLAGASH WILDERNESS WATERWAY FOUNDATION

PO BOX 10008
PORTLAND,ME04104 		  PC OPERATIONAL SUPPORT 2,500

APEX YOUTH CONNECTION

45 GRANITE ST
BIDDEFORD,ME04005 		  PC OPERATIONAL SUPPORT 500

AUTISM SOCIETY OF MAINE

72 MAIN ST STE B
WINTHROP,ME04364 		  PC OPERATIONAL SUPPORT 500

BESSEMER GIVING FUND

100 WOODBRIDGE CENTER DRIVE
WOODBRIDGE,NJ07095 		  PC DONOR ADVISED FUND 1,875,000

BIDDEFORD FOOD PANTRY

162 ELM ST
BIDDEFORD,ME04005 		  PC OPERATIONAL SUPPORT 2,500

BOYS & GIRLS CLUB OF SOUTHERN MAINE

PO BOX 7830
PORTLAND,ME04112 		  PC OPERATIONAL SUPPORT 1,000

BREAKWATER ENRICHMENT CENTER

856 BRIGHTON AVE
PORTLAND,ME04102 		  PC OPERATIONAL SUPPORT 500

CAPITOL SQUASH INC

300 SUMMIT ST
HARTFORD,CT06106 		  PC OPERATIONAL SUPPORT 500

CASTING FOR RECOVERY

109 E OAK ST STE 1G
BOZEMAN,MT59715 		  PC OPERATIONAL SUPPORT 1,000

CENTER FOR GRIEVING CHILDREN

555 FOREST AVE
PORTLAND,ME04101 		  PC OPERATIONAL SUPPORT 2,500

CENTER FOR MAINE CONTEMPORARY ART

21 WINTER ST
ROCKLAND,ME04841 		  PC OPERATIONAL SUPPORT 1,000

CHEBEAGUE ISLAND LIBRARY

247 S RD UNIT 3
CHEBEAGUE ISLAND,ME04017 		  PC OPERATIONAL SUPPORT 500

CHILDREN'S MUSEUM & THEATRE OF MAINE COMMUNITY FUND

250 THOMPSONS POINT RD
PORTLAND,ME04102 		  PC OPERATIONAL SUPPORT 500

CORNELL LAB OF ORNOTHOLOGY

159 SAPSUCKER WOODS RD
ITHACA,NY14850 		  PC OPERATIONAL SUPPORT 500

COUNT ME IN

482 CONGRESS ST STE 303
PORTLAND,ME04101 		  PC OPERATIONAL SUPPORT 500

CULTIVATING COMMUNITY

58 BOYD ST
PORTLAND,ME04101 		  PC OPERATIONAL SUPPORT 2,500

CUMBERLAND LEGAL AID CLINIC (MAINE LAW)

300 FORE ST
PORTLAND,ME04101 		  PC OPERATIONAL SUPPORT 500

DISABILITY RIGHTS MAINE

160 CAPITOL ST 4
AUGUSTA,ME04330 		  PC OPERATIONAL SUPPORT 500

FALMOUTH CONSERVATION TRUST

74 LUNT RD
FALMOUTH,ME04105 		  PC OPERATIONAL SUPPORT 1,000

FAMILY ICE CENTER

20 HAT TRICK DR
FALMOUTH,ME04105 		  PC OPERATIONAL SUPPORT 1,000

FOXCROFT SCHOOL

22407 FOXHOUND LN
MIDDLEBURG,VA20117 		  PC OPERATIONAL SUPPORT 2,500

FRENCHMAN'S BAY CONSERVANCY

PO BOX 150
HANCOCK,ME04640 		  PC OPERATIONAL SUPPORT 500

FRIENDS OF CASCO BAY

43 SLOCUM DR
SOUTH PORTLAND,ME04106 		  PC OPERATIONAL SUPPORT 500

FRIENDS OF FORT GORGES

400 CONGRESS ST UNIT 17834
PORTLAND,ME04112 		  PC OPERATIONAL SUPPORT 1,000

FRIENDS OF THE PRESUMPSCOT RIVER

PO BOX 1474
WESTBROOK,ME04098 		  PC OPERATIONAL SUPPORT 2,500

FURNITURE FRIENDS

15 SAUNDERS WAY
WESTBROOK,ME04092 		  PC OPERATIONAL SUPPORT 500

GOOD SHEPARD FOOD BANK OF MAINE

3121 HOTEL RD
AUBURN,ME04210 		  PC OPERATIONAL SUPPORT 500

GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND

34 HUTCHERSON DRIVE
GORHAM,ME04038 		  PC OPERATIONAL SUPPORT 500

GULF OF MAINE RESEARCH INSTITUTE

350 COMMERCIAL ST
PORTLAND,ME04101 		  PC OPERATIONAL SUPPORT 500

HABITAT FOR HUMANITY GREATER PORTLAND

659 WARREN AVE SUITE A
PORTLAND,ME04103 		  PC OPERATIONAL SUPPORT 2,500

HAND IN HAND MANO EN MANO

2 PORTLAND FISH PIER 302
PORTLAND,ME04101 		  PC OPERATIONAL SUPPORT 500

HARDY GIRLS HEALTHY WOMEN

295 WATER ST 10
AUGUSTA,ME04330 		  PC OPERATIONAL SUPPORT 500

HARVARD UNIVERSITY

2 MORRISSEY BLVD
DORCHESTER,MA02125 		  PC OPERATIONAL SUPPORT 500

HENRY ART GALLERY UNIVERSITY OF WASHINGTON

15TH AVE NE UNIVERSITY OF WASHINGTO
NE 41ST ST
SEATTLE,WA98195 		  PC OPERATIONAL SUPPORT 500

I'M YOUR NEIGHBOR BOOKS

84 COVE ST SUITE 4
PORTLAND,ME04101 		  PC OPERATIONAL SUPPORT 1,000

IMMIGRANT LEGAL ADVOCACY PROJECT

489 CONGRESS ST 3RD FL
PORTLAND,ME04101 		  PC OPERATIONAL SUPPORT 2,500

INSTITUTE OF CURRENT WORLD AFFAIRS

1818 N STREET NW STE 460
WASHINGTON,DC20036 		  PC OPERATIONAL SUPPORT 25,000

INTERCULTURAL COMMUNITY CENTER

36 PATRICK DR
WESTBROOK,ME04092 		  PC OPERATIONAL SUPPORT 500

JAZZ AT LINCOLN CENTER

10 COLUMBUS CIR
NEW YORK,NY10023 		  PC OPERATIONAL SUPPORT 2,500

JEWISH COMMUNITY ALLIANCE OF SOUTHERN MAINE

1342 CONGRESS ST
PORTLAND,ME04102 		  PC OPERATIONAL SUPPORT 500

JOBS FOR MAINE GRADS

65 STONE STREET
AUGUSTA,ME04330 		  PC OPERATIONAL SUPPORT 500

KENAI WATERSHED FORUM

44129 STERLING HWY
SOLDOTNA,AK99669 		  PC OPERATIONAL SUPPORT 500

KENT'S HILL SCHOOL

1614 MAIN STREET
KENTS HILL,ME04349 		  PC OPERATIONAL SUPPORT 500

KETCHA OUTDOORS

336 BLACK POINT RD
SCARBOROUGH,ME04074 		  PC OPERATIONAL SUPPORT 500

KIDS FIRST CENTER

51 US-1 SUITE S
SCARBOROUGH,ME04074 		  PC OPERATIONAL SUPPORT 2,500

KONBIT SANTE CAP HAITIAN HEALTH

362 US-1
FALMOUTH,ME04105 		  PC OPERATIONAL SUPPORT 500

KURT PETER FOUNDATION

PO BOX 691
MENLO PARK,CA94026 		  PC OPERATIONAL SUPPORT 1,000

LAUDHOLM TRUST

342 LAUDHOLM FARM RD
WELLS,ME04090 		  PC OPERATIONAL SUPPORT 500

LEGAL SERVICE OF THE ELDERLY

5 WABON ST
AUGUSTA,ME04330 		  PC OPERATIONAL SUPPORT 500

LIFEFLIGHT FOUNDATION

13 MAIN ST
CAMDEN,ME04843 		  PC OPERATIONAL SUPPORT 2,500

LLL USA

306 GLENN AVENUE
LAWRENCEVILLE,NJ08648 		  PC OPERATIONAL SUPPORT 500

MAINE ACADEMY OF MODERN MUSIC

125 PRESUMPSCOT ST
PORTLAND,ME04103 		  PC OPERATIONAL SUPPORT 500

MAINE ADAPTIVE SPORTS AND RECREATION

8 SUNDANCE LN
NEWRY,ME04261 		  PC OPERATIONAL SUPPORT 500

MAINE AUDUBON BIRD SAFE MAINE

20 GILSLAND FARM RD
FALMOUTH,ME04105 		  PC OPERATIONAL SUPPORT 500

MAINE BICYCLE COALITION

38 DIAMOND ST
PORTLAND,ME04101 		  PC OPERATIONAL SUPPORT 500

MAINE CANCER FOUNDATION

170 US-1 250
FALMOUTH,ME04105 		  PC OPERATIONAL SUPPORT 500

MAINE COAST HERITAGE TRUST

1 BOWDOIN MILL ISLAND STE 201
TOPSHAM,ME04086 		  PC OPERATIONAL SUPPORT 500

MAINE COLLEGE OF ART

522 CONGRESS ST
PORTLAND,ME04101 		  PC OPERATIONAL SUPPORT 500

MAINE FARMLAND TRUST

509 OCEAN AVE
PORTLAND,ME04103 		  PC OPERATIONAL SUPPORT 500

MAINE HISTORICAL SOCIETY

489 CONGRESS ST
PORTLAND,ME04101 		  PC OPERATIONAL SUPPORT 1,000

MAINE ISLAND TRAILS ASSOCIATION

100 KENSINGTON ST
PORTLAND,ME04103 		  PC OPERATIONAL SUPPORT 500

MAINE JUSTICE FOUNDATION

124 STATE ST
AUGUSTA,ME04330 		  PC OPERATIONAL SUPPORT 2,500

MAINE NEEDS INC

332 FOREST AVE
PORTLAND,ME04101 		  PC OPERATIONAL SUPPORT 500

MAINE ORGANIC FARMERS AND GARDENERS

294 CROSBY BROOK RD
UNITY,ME04988 		  PC OPERATIONAL SUPPORT 500

MAINE SUMMER CAMPS

550 FOREST AVENUE SUITE 203
PORTLAND,ME04101 		  PC OPERATIONAL SUPPORT 2,500

MAINE YOUTH ACTION NETWORKOPPORTUNITY ALLIANCE

50 LYDIA LN
SOUTH PORTLAND,ME04106 		  PC OPERATIONAL SUPPORT 500

MAYO ST ARTS

10 MAYO ST
PORTLAND,ME04101 		  PC OPERATIONAL SUPPORT 500

MECHANICS HALL MAINE KIDS CODE

519 CONGRESS ST
PORTLAND,ME04101 		  PC OPERATIONAL SUPPORT 2,500

MILESTONE RECOVERY

65 INDIA ST
PORTLAND,ME04101 		  PC OPERATIONAL SUPPORT 2,500

MINNEWAWA SPORTSMANS CLUB INC

20322 GOSHAWK ST
MCGREGOR,MN55760 		  PC OPERATIONAL SUPPORT 500

MONHEGAN MUSEUM FOR ART AND HISTORY

1 LIGHT HOUSE HILL RD
MONHEGAN,ME04852 		  PC OPERATIONAL SUPPORT 1,000

NATIONAL MUSEUM OF THE AMERICAN INDIAN

ONE BOWLING GREEN
NEW YORK,NY10004 		  PC OPERATIONAL SUPPORT 500

NATURAL RESOURCES COUNCIL OF MAINE

3 WADE ST
AUGUSTA,ME04330 		  PC OPERATIONAL SUPPORT 500

NATURAL RESOURCES DEFENSE COUNSEL

40 WEST 20TH STREET 11TH FL
NEW YORK,NY10011 		  PC OPERATIONAL SUPPORT 500

NEW ENGLAND ARAB-AMERICAN ASSOCIATION

420 ALFRED ST 170
BIDDEFORD,ME04005 		  PC OPERATIONAL SUPPORT 500

NORTHEASTERN UNIVERSITY

360 HUNTINGTON AVE
BOSTON,MA02115 		  PC OPERATIONAL SUPPORT 500

NORTHERN FOREST CANOE TRAIL

831 MILL BROOK RD
WAITSFIELD,VT05673 		  PC OPERATIONAL SUPPORT 1,000

OGUNQUIT MUSEUM OF AMERICAN ART

543 SHORE RD
OGUNQUIT,ME03907 		  PC OPERATIONAL SUPPORT 1,000

OLYMPIA SNOWE WOMENS LEADERSHIP INSTITUTE

ONE CANAL PLAZA STE 501
PORTLAND,ME04101 		  PC OPERATIONAL SUPPORT 2,500

OUR PLACE CO STLAWRENCE ARTS

76 CONGRESS ST
PORTLAND,ME04101 		  PC OPERATIONAL SUPPORT 2,500

PENOBSCOT MARINE MUSEUM

2 CHURCH ST
SEARSPORT,ME04974 		  PC OPERATIONAL SUPPORT 1,000

PINE TREE LEGAL ASSISTANCE

88 FEDERAL ST
PORTLAND,ME04101 		  PC OPERATIONAL SUPPORT 2,500

PORTLAND COMMUNITY SQUASH

66 NOYES ST
PORTLAND,ME04103 		  PC OPERATIONAL SUPPORT 150,000

PORTLAND GEAR HUB

155 WASHINGTON AVE
PORTLAND,ME04101 		  PC OPERATIONAL SUPPORT 500

PORTLAND MUSEUM OF ART

7 CONGRESS SQ
PORTLAND,ME04101 		  PC OPERATIONAL SUPPORT 125,000

PORTLAND PARKS CONSERVANCY

212 CANCO ROAD SUITE A
PORTLAND,ME04103 		  PC OPERATIONAL SUPPORT 25,000

PORTLAND PUBLIC LIBRARY

5 MONUMENT SQUARE
PORTLAND,ME04101 		  PC OPERATIONAL SUPPORT 500

PORTLAND STAGE

25 FOREST AVE
PORTLAND,ME04101 		  PC OPERATIONAL SUPPORT 500

PORTLAND TRAILS

305 COMMERCIAL ST
PORTLAND,ME04101 		  PC OPERATIONAL SUPPORT 500

PORTSMOUTH ATHENAEUM

9 MARKET SQUARE
PORTSMOUTH,NH03801 		  PC OPERATIONAL SUPPORT 500

PREBLE STREET RESOURCE CENTER

55 PORTLAND STREET
PORTLAND,ME04101 		  PC OPERATIONAL SUPPORT 2,500

PRESUMPSCOT REGIONAL LAND TRUST

PO BOX 33
GORHAM,ME04038 		  PC OPERATIONAL SUPPORT 500

RANGELEY LAKES HERITAGE TRUST

2424 MAIN ST
RANGELEY,ME04970 		  PC OPERATIONAL SUPPORT 500

RIPPLEFFECT INC

159 STATE STREET
PORTLAND,ME04101 		  PC OPERATIONAL SUPPORT 25,000

ROCKEND INC

PO BOX 296
NORTHEAST HARBOR,ME04662 		  PC OPERATIONAL SUPPORT 500

SAIL MAINE

58 FORE ST
PORTLAND,ME04101 		  PC OPERATIONAL SUPPORT 25,000

SEACOAST MISSION

6 OLD FIREHOUSE LN
NORTHEAST HARBOR,ME04662 		  PC OPERATIONAL SUPPORT 2,500

SEEDS OF HOPE

35 SOUTH ST
BIDDEFORD,ME04005 		  PC OPERATIONAL SUPPORT 2,500

SEEDS OF PEACE

183 POWHATAN RD
OTISFIELD,ME04270 		  PC OPERATIONAL SUPPORT 500

SIDE X SIDE

636 CONGRESS ST
PORTLAND,ME04101 		  PC OPERATIONAL SUPPORT 500

SITKA CONSERVATION SOCIETY

201 LINCOLN ST ROOM 4
SITKA,AK99835 		  PC OPERATIONAL SUPPORT 500

SITKA MARITIME HERITAGE SOCIETY

PO BOX 2153
SITKA,AK99835 		  PC OPERATIONAL SUPPORT 500

SPIRITS ALIVE

224 CONGRESS ST
PORTLAND,ME04101 		  PC OPERATIONAL SUPPORT 500

SURFRIDER FOUNDATION

PO BOX 73550
SAN CLEMENTE,CA92673 		  PC OPERATIONAL SUPPORT 500

THE HOMER FOUNDATION

3733 BEN WALTERS LN STE 4
HOMER,AK99603 		  PC OPERATIONAL SUPPORT 1,000

THE JACKSON LABORATORY

600 MAIN ST
BAR HARBOR,ME04609 		  PC OPERATIONAL SUPPORT 500

THE OWLS HEAD TRANSPORTATION MUSEUM

117 MUSEUM ST
OWLS HEAD,ME04854 		  PC OPERATIONAL SUPPORT 500

THE ROOT CELLAR

94 WASHINGTON AVE 2630
PORTLAND,ME04101 		  PC OPERATIONAL SUPPORT 500

THE TELLING ROOM

225 COMMERCIAL ST 201
PORTLAND,ME04101 		  PC OPERATIONAL SUPPORT 2,500

THE WILLIAM A FARNSWORTH LIBRARY AND ART MUSEUM

16 MUSEUM ST
ROCKLAND,ME04841 		  PC OPERATIONAL SUPPORT 1,000

THROUGH THESE DOORS

PO BOX 704
PORTLAND,ME04104 		  PC OPERATIONAL SUPPORT 2,500

TOYS FOR TOTS

18251 QUANTICO GATEWAY DRIVE
TRIANGLE,VA22172 		  PC OPERATIONAL SUPPORT 5,000

TRUSTEES OF BOSTON UNIVERSITY

1 SILBER WAY
BOSTON,MA02215 		  PC OPERATIONAL SUPPORT 1,000

TRUSTEES OF PHILIPS ACADEMY

180 MAIN STREET
ANDOVER,MA01810 		  PC OPERATIONAL SUPPORT 500

UNIVERSITY OF MAINE LAW SCHOOL

300 FORE STREET
PORTLAND,ME04101 		  PC OPERATIONAL SUPPORT 2,500

UNIVERSITY OF MAINE LAW SCHOOL

300 FORE STREET
PORTLAND,ME04101 		  PC RURAL LAWYER PROJECT 500

UNIVERSITY OF SOUTHERN MAINE FOUNDATION

PO BOX 9300
PORTLAND,ME04104 		  PC OPERATIONAL SUPPORT 25,000

UNIVERSITY OF VERMONT FOUNDATION

411 MAIN STREET
BURLINGTON,VT05401 		  PC OPERATIONAL SUPPORT 500

USHER 1F COLLABORATIVE

321 WALNUT STREET 228
NEWTONVILLE,MA02460 		  PC OPERATIONAL SUPPORT 500

VALO

121 MAIN ST
YARMOUTH,ME04096 		  PC OPERATIONAL SUPPORT 500

WARNER HOUSE MUSEUM

150 DANIEL STREET
PORTSMOUTH,NH03802 		  PC OPERATIONAL SUPPORT 500

WHEATON COLLEGE

501 COLLEGE AVE
WHEATON,IL60187 		  PC OPERATIONAL SUPPORT 500

WILLOWIND THERAPEUTIC RIDING CENTER

1140 ME-3
BAR HARBOR,ME04609 		  PC OPERATIONAL SUPPORT 500

WINTERKIDS

506 MAIN ST 10
WESTBROOK,ME04092 		  PC OPERATIONAL SUPPORT 500

WMPG

96 FALMOUTH STREET
PORTLAND,ME04104 		  PC OPERATIONAL SUPPORT 2,500

WOODFORD FAMILY SERVICES

1037 FOREST AVE
PORTLAND,ME04104 		  PC OPERATIONAL SUPPORT 500

WORLD CENTRAL KITCHEN

200 MASSACHUSETTS AVE NW 7TH FL
WASHINGTON,DC20001 		  PC OPERATIONAL SUPPORT 500

WRANGELL MARINERS MEMORIAL

PO BOX 2346
WRANGELL,AK99929 		  PC OPERATIONAL SUPPORT 500

YALE LIBRARY ASSOCIATES BEINECKE LIBRARY

PO BOX 208240
NEW HAVEN,CT06520 		  PC OPERATIONAL SUPPORT 5,000

YMCA OF SOUTHERN MAINE

70 FOREST AVE
PORTLAND,ME04104 		  PC OPERATIONAL SUPPORT 500

YOUTH JOURNALISM INTERNATIONAL

30 TAYLOR ST
AUBURN,ME04210 		  PC OPERATIONAL SUPPORT 500
Total .................................right arrow 3a 2,405,500
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2022)
Form 990-PF (2022)
Page 12
Part XV-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 ........... 		         
4 Dividends and interest from securities ....     14 1,068,643  
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 ..... 900099 26,455 14 1  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    14 -257,310  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 26,455 811,334 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
837,789
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2022)
Form 990-PF (2022)
Page 13
Part XVI
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.
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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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 AccountingFeesSchedule
Name:
THE WIDGEON POINT CHARITABLE FOUNDATION
EIN:
13-6201175
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING & TAX SERVICES 46,499 23,250   23,249

TY 2022 GeneralExplanationAttachment
Name:
THE WIDGEON POINT CHARITABLE FOUNDATION
EIN:
13-6201175
Identifier Return Reference Explanation
BALANCE SHEETS FORM 990-PF, PART II THE AMOUNTS REPORTED ON PRIOR YEARS' BALANCE SHEETS AS BOOK VALUE ALSO REPRESENTED THE FAIR MARKET VALUE OF THE ASSETS AND LIABILITIES. IN ORDER TO PROVIDE MORE MEANINGFUL INFORMATION TO THE READER, AND IN THE INTEREST OF FULL DISCLOSURE, THE AMOUNTS REPORTED ON THE CURRENT YEAR'S ENDING BALANCE SHEET AS BOOK VALUE REPRESENT THE COST BASIS OF THE ASSETS AND LIABILITIES. ON PART III, LINE 5, THE REPORTED DECREASE IN NET ASSETS REPRESENTS THE CUMULATIVE UNREALIZED GAIN REPORTED ON THE PRIOR YEAR'S ENDING BOOK VALUE BALANCE SHEET, WHICH MUST BE TAKEN INTO ACCOUNT TO ARRIVE AT NET ASSETS STATED AT COST BASIS (BOOK VALUE) AT THE END OF THE CURRENT YEAR.
CHANGES NOT PREVIOUSLY REPORTED FORM 990-PF, PART VI-A, QUESTION 3 ATTACHED IS A COPY OF THE AMENDED BY-LAWS OF THE WIDGEON POINT CHARITABLE FOUNDATION, ADOPTED ON AUGUST 1, 2023.

TY 2022 InvestmentsCorpBondsSchedule
Name:
THE WIDGEON POINT CHARITABLE FOUNDATION
EIN:
13-6201175
Name of Bond End of Year Book Value End of Year Fair Market Value
ALLY FINANCIAL INC 292,910 248,690
AMAZON.COM INC 56,759 593,040
AMERICAN TOWER CORP 402,836 348,712
BANCO SANTANDER SA 213,880 196,736
BANK OF AMERICA CORP 287,030 506,736
CITIGROUP INC 399,539 352,142
CVS HEALTH CORP 408,947 347,382
ENTERGY LOUISIANA LLC 291,345 251,490
GENERAL ELECTRIC CO 348,186 329,799
GENERAL ELECTRIC CO 333,342 297,711
GENERAL MOTORS FINL CO 537,055 498,025
GOLDMAN SACHS GROUP INC 294,220 256,575
HOLLYFRONTIER CORP 278,275 246,303
LYONDELLBASELL IND NV 280,143 250,665
MORGAN STANLEY 300,885 249,248
ONEOK PARTNERS LP 421,790 380,569
VIACOMCBS INC 207,628 175,237
WYETH 294,985 250,968
WYETH 294,330 254,440

TY 2022 InvestmentsCorpStockSchedule
Name:
THE WIDGEON POINT CHARITABLE FOUNDATION
EIN:
13-6201175
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES 7,994 21,958
ALPHABET INC CAP STK CL A 274,169 469,384
ALPHABET INC CAP STK CL C 26,897 70,984
AMAZON.COM INC 582,063 509,055
AMERICAN EXPRESS CO COM USD0.20 80,267 295,500
APPLE INC 80,964 688,629
APTIV PLC 138,641 130,382
AT&T INC 199,676 165,690
BAR HARBOR BANKSHARES 495,740 2,385,378
BLACKROCK INC 114,534 240,934
BLACKSTONE INC 177,869 534,168
CISCO SYSTEMS INC 72,912 476,400
EXXON MOBIL CORP 355,960 1,335,512
FORD MTR CO DEL COM 35,145 46,520
GENERAL DYNAMICS CORP COM 47,766 99,244
JOHNSON & JOHNSON COM 30,507 61,828
JPMORGAN CHASE & CO 295,223 482,760
KIMBERLY-CLARK CORP COM 29,473 54,300
KKR & CO INC 181,821 557,040
L3HARRIS TECHNOLOGIES INC COM 55,105 83,284
LILLY ELI & CO 110,046 1,097,520
LLLUMINA INC 202,780 151,650
LOCKHEED MARTIN CORP COM 49,404 145,947
MASTERCARD INC CL A 31,688 417,276
META PLATFORMS INC CLASS A COMMON STOCK 7,320 36,102
MICROSOFT CORP 327,074 588,758
NORFOLK. SOUTHERN CORPORATION 204,516 985,680
NVIDIA CORP 123,033 146,140
PALO ALTO NETWORKS INC 100,419 418,620
PEPSICO INC 212,580 912,333
PFIZER INC 28,784 51,240
S & P GLOBAL INC. 50,018 83,735
SALESFORCE.COM INC 112,381 265,180
T ROWE PRICE GROUP INC 7,500 1,090,600
TARGA RESOURCES CORP 44,829 410,130
THE PROCTER & GAMBLE COMPANY 198,266 924,516
THERMO FISHER SCIENTIFIC INC. 138,505 357,949
UNITEDHEALTH GROUP INC 147,486 318,108
URSTADT BIDDLE PROPERTIES INC 91,623 182,100
VERIZON COMMUNICATION INC 94,179 82,740
VISA INC CL A 178,099 415,520
WARNER BROS DISCOVERY INC COM 11,436 3,669
WARNER BROS DISCOVERY INC COM 62,538 20,638

TY 2022 InvestmentsGovtObligationsSch
Name:
THE WIDGEON POINT CHARITABLE FOUNDATION
EIN:
13-6201175
US Government Securities - End of Year Book Value:

4,106,961
US Government Securities - End of Year Fair Market Value:

4,106,961
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2022 InvestmentsOtherSchedule2
Name:
THE WIDGEON POINT CHARITABLE FOUNDATION
EIN:
13-6201175
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ENTERPRISE PRODS PARTNERS LP AT COST 0 385,920
ROYCE INSTITUTIONAL FUND LLC AT COST 7,173,998 8,913,132

TY 2022 LegalFeesSchedule
Name:
THE WIDGEON POINT CHARITABLE FOUNDATION
EIN:
13-6201175
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 1,266,770 0   1,266,770


TY 2022 OtherAssetsSchedule
Name:
THE WIDGEON POINT CHARITABLE FOUNDATION
EIN:
13-6201175
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
DEPOSITS AND DEFERRED PAYMENTS 8,064 5,125 5,125


TY 2022 OtherDecreasesSchedule
Name:
THE WIDGEON POINT CHARITABLE FOUNDATION
EIN:
13-6201175
Description Amount
COST BASIS CONVERSION ADJUSTMENT: CUMULATIVE UNREALIZED GAIN AT 12/31/21 19,142,431


TY 2022 OtherExpensesSchedule
Name:
THE WIDGEON POINT CHARITABLE FOUNDATION
EIN:
13-6201175
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DUES & SUBSCRIPTIONS 3,120 624   2,496
INSURANCE 3,621 724   2,897
OFFICE EXPENSE 1,482 296   1,186
PENALTIES 1,618 0   0
COLLECTION SERVICES EXPENSE 8,611 0   8,611
UNCOLLECTED RECEIVABLES 170,629 0   0
OFFICE FURNISHINGS & SUPPLIES 25,344 0   25,344
ROYCE INST FUND LLC PORTFOLIO DEDUCTIONS 204,786 204,786   0
PUBLICLY TRADED PARTNERSHIP SECTION 1231 LOSS 70 70   0
PUBLICLY TRADED PARTNERSHIP OTHER DEDUCTIONS 10 10   0
PUBLICLY TRADED PARTNERSHIP NONDEDUCTIBLE EXPENSES 51 0   0


TY 2022 OtherIncomeSchedule2
Name:
THE WIDGEON POINT CHARITABLE FOUNDATION
EIN:
13-6201175
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PUBLICLY TRADED PARTNERSHIP FLOW-THRU UBTI ORDINARY INCOME 26,455 0 26,455
PUBLICLY TRADED PARTNERSHIP FLOW-THRU ORDINARY INCOME 1 1 1


TY 2022 OtherProfessionalFeesSchedule
Name:
THE WIDGEON POINT CHARITABLE FOUNDATION
EIN:
13-6201175
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 144,138 144,138   0
PAYROLL PROCESSING FEES 416 83   333
CONSULTING FEES 13,834 0   13,834


TY 2022 TaxesSchedule
Name:
THE WIDGEON POINT CHARITABLE FOUNDATION
EIN:
13-6201175
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 556 556   0
PAYROLL TAXES 28,387 5,677   22,710
FEDERAL EXCISE TAX ON NET INVESTMENT INCOME 78,891 0   0