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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 D PHELPS HAMAR 300 PARK AV FL 19
  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 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$8,955,673J 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 right arrow.............
3 Interest on savings and temporary cash investments 11,642 11,642  
4 Dividends and interest from securities... 81,150 81,150  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 464,505
b Gross sales price for all assets on line 6a 3,425,063
7 Capital gain net income (from Part IV, line 2)... 464,505
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
14,421 12,082  
12 Total. Add lines 1 through 11........ 571,718 569,379  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 16,645     16,645
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
List of Attached Documents:
// Content
69,506 69,506    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
5,430 1,530    
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
List of Attached Documents:
// Content
58,334 23,124   35,210
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 149,915 94,160   51,855
25 Contributions, gifts, grants paid....... 443,000 443,000
26 Total expenses and disbursements. Add lines 24 and 25 592,915 94,160   494,855
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -21,197
b Net investment income (if negative, enter -0-) 475,219
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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......... 269,807 172,378 172,378
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).....      
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) 175,015 Click to see attachment
List of Attached Documents:
// Content
193,783 		192,597
b Investments—corporate stock (attach schedule)....... 3,525,162 Click to see attachment
List of Attached Documents:
// Content
3,599,671 		6,656,347
c Investments—corporate bonds (attach schedule)....... 322,272 Click to see attachment
List of Attached Documents:
// Content
296,713 		302,961
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).......... 1,337,631 Click to see attachment
List of Attached Documents:
// Content
1,346,145 		1,631,390
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,629,887 5,608,690 8,955,673
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 5,629,887 5,608,690
29 Total net assets or fund balances (see instructions)..... 5,629,887 5,608,690
30 Total liabilities and net assets/fund balances (see instructions). 5,629,887 5,608,690
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
5,629,887
2
Enter amount from Part I, line 27a .....................
2
-21,197
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
5,608,690
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,608,690
Form 990-PF (2023)
Form 990-PF (2023)
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 3,425,063   2,980,054 445,009
b       19,496
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       445,009
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 2 464,505
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
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 6,606
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  
3 Add lines 1 and 2........................... 3 6,606
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 6,606
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 6,800
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,400
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 9,200
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
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 2,594
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow2,594 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
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 arrowMA
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 2023 or the taxable year beginning in 2023? 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
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 arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow55 WALLS DRIVE FL 3FairfieldCT ZIP+4right arrow06824
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 2023, 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
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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)
Yes
 
(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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Elizabeth GordonClick to see attachment
List of Attached Documents:
// Content
Trustee
1.0 		0 0 0
G D PHELPS HAMAR 300 PARK AV FL 19
New York,NY10022
G David Phelps HamarClick to see attachment
List of Attached Documents:
// Content
Trustee
5.0 		16,645 0 0
G D PHELPS HAMAR 300 PARK AV FL 19
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...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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
Chilton Trust Company Investment Mgmt 67,036
300 Park Avenue 19th Floor
New York,NY10022
Total number of others receiving over $50,000 for professional services.............right arrow  
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 arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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
6,712,171
b
Average of monthly cash balances.......................
1b
376,224
c
Fair market value of all other assets (see instructions)................
1c
1,631,390
d
Total (add lines 1a, b, and c).........................
1d
8,719,785
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
8,719,785
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
130,797
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,588,988
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
429,449
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
429,449
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
6,606
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,606
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
422,843
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
422,843
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
422,843
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
494,855
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
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 XII, line 4. .......
4
494,855
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 422,843
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 115,779
b From 2019...... 48,304
c From 2020...... 56,572
d From 2021...... 128,227
e From 2022...... 80,842
f Total of lines 3a through e ........ 429,724
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 494,855
a Applied to 2022, 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 2023 distributable amount..... 422,843
e Remaining amount distributed out of corpus 72,012
5 Excess distributions carryover applied to 2023.    
(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 5 501,736
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		115,779
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		385,957
10 Analysis of line 9:
a Excess from 2019.... 48,304
b Excess from 2020.... 56,572
c Excess from 2021.... 128,227
d Excess from 2022.... 80,842
e Excess from 2023.... 72,012
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
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).)
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 right arrow
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 (2023)
Form 990-PF (2023)
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

13 HANDS EQUINE RESCUE INC

50 TUSCAN WAY
CLINTON CORNERS,NY12514 		N/A PC General & Unrestricted 5,000

ACTIVE PLUS

295 CONVENT AVE APT 66
NEW YORK,NY10031 		N/A PC General & Unrestricted 1,000

ADELANTE MUJERES

2030 MAIN ST STE A
FOREST GROVE,OR97116 		N/A PC General & Unrestricted 2,500

AMERICAN DIABETES ASSOCIATION

2418 BLUE RIDGE ROAD STE 206
RALEIGH,NC27607 		N/A PC Charitable Event 500

ANIMAL WELFARE SOCIETY INC

PO BOX 43
W KENNEBUNK,ME04094 		N/A PC General & Unrestricted 2,000

ANOTHER CHANCE ANIMAL RESCUE

PO BOX 552
NORTH BERWICK,ME03906 		N/A PC General & Unrestricted 2,000

ARUNDEL CONSERVATION TRUST

PO BOX 2704
KENNEBUNKPORT,ME04046 		N/A PC General & Unrestricted 2,000

ARUNDEL HISTORICAL SOCIETY

3 TALBOT DR
ARUNDEL,ME04046 		N/A PC General & Unrestricted 1,000

AUSTIN COMMUNITY FOUNDATION

4315 GUADALUPE 300
AUSTIN,TX78751 		N/A PC Kitchen Table Conversations 1,000

BENNINGTON COUNTY MEALS PROGRAM

124 PLEASANT ST
BENNINGTON,VT05201 		N/A PC General & Unrestricted 500

BETHEL AREA DISTRICT EXCHANGE AND FOOD PANTRY

PO BOX 232
BETHEL,ME04217 		N/A PC General & Unrestricted 1,000

BETHESDA HOUSE INC

4 CROSS ST
PEMBROKE,MA02359 		N/A PC General & Unrestricted 1,000

BUDDY DOG HUMANE SOCIETY INC

151 BOSTON POST RD
SUDBURY,MA01776 		N/A PC General & Unrestricted 1,000

C Hardin

7101 N Interstate Highway 35
Austin,TX78752 		NONE I Hardship Assistance Grant 6,500

CAMP SUNSHINE AT SEBAGO LAKE INC

35 ACADIA RD
CASCO,ME04015 		N/A PC General & Unrestricted 3,000

CARITAS OF AUSTIN

611 NECHES ST
AUSTIN,TX78701 		N/A PC General & Unrestricted 5,000

CENTER FOR WILDLIFE INC

375 MOUNTAIN RD
CAPE NEDDICK,ME03902 		N/A PC General & Unrestricted 2,500

CHECK YOUR COMPASS

135 E MAIN ST
HOPKINTON,MA01748 		N/A PC General & Unrestricted 1,000

CHURCH COMMUNITY OUTREACH SERVICES INC

PO BOX 1175
KENNEBUNK,ME04043 		N/A PC General & Unrestricted 1,000

CHURCH COMMUNITY OUTREACH SERVICES INC

PO BOX 1175
KENNEBUNK,ME04043 		N/A PC to buy meat for the pantry 4,000

COMMUNITY HARVEST

PO BOX 1393
KENNEBUNK,ME04043 		N/A PC General & Unrestricted 500

COMMUNITY OF CARING

39 WESTERN AVE
KENNEBUNK,ME04043 		N/A PC General & Unrestricted 2,000

CRADLES TO CRAYONS INC

4700 WISSAHICKON AVE STE 142
PHILADELPHIA,PA19144 		N/A PC General & Unrestricted 1,500

CREATIVE GROWTH INC

355 24TH ST
OAKLAND,CA94612 		N/A PC General & Unrestricted 2,000

CROSSROADS COMMUNITY CHURCH

1341 EDGELL RD
FRAMINGHAM,MA01701 		N/A PC Operation Christmas Child shipping/handling fees 1,000

DANIELS TABLE INC

56 PARK ST
FRAMINGHAM,MA01702 		N/A PC General & Unrestricted 2,000

DENMARK ARTS CENTER

PO BOX 813
DENMARK,ME04022 		N/A PC General & Unrestricted 3,000

DISCOVERY MUSEUMS INC

177 MAIN ST
ACTON,MA01720 		N/A PC General & Unrestricted 500

DRESS FOR SUCCESS OF OREGON INC

1532 NE 37TH AVE B
PORTLAND,OR97232 		N/A PC General & Unrestricted 1,000

EDUCATION FOUNDATION OF THE KENNEBUNKS AND ARUNDEL

PO BOX 1531
KENNEBUNKPORT,ME04046 		N/A PC General & Unrestricted 1,000

EMANCIPET

7010 EASY WIND DR STE 260
AUSTIN,TX78752 		N/A PC General & Unrestricted 10,000

EQUAL JUSTICE INITIATIVE

122 COMMERCE ST
MONTGOMERY,AL36104 		N/A PC General & Unrestricted 2,500

EVER AFTER MUSTANG RESCUE TRAINING AND EDUCATIONAL

463 W ST
BIDDEFORD,ME04005 		N/A PC General & Unrestricted 1,000

FOUNDATION 4 LOVE INC

5 CLARKS HILL LN
SACO,ME04072 		N/A PC General & Unrestricted 1,000

FRIENDS OF CULEBRA ANIMALS INC

PO BOX 527
CULEBRA,PR00775 		N/A PC General & Unrestricted 1,000

FRIENDS OF THE COLUMBIA GORGE

123 NE 3RD AVE STE 108
PORTLAND,OR97232 		N/A PC General & Unrestricted 1,000

FRIENDS OF THE CRYSTAL RIVER NATL WILDLIFE REFUGE

1502 SE KINGS BAY DR
CRYSTAL RIVER,FL34429 		N/A PC General & Unrestricted 1,000

FRIENDS OF THE LEVITT PAVILION INC

260 S COMPO ROAD
WESTPORT,CT06880 		N/A PC General & Unrestricted 1,000

FULL PLATES FULL POTENTIAL

14 MAINE ST BOX 3
BRUNSWICK,ME04011 		N/A PC General & Unrestricted 2,000

GOOD SHEPHERD FOOD BANK

3121 HOTEL RD
AUBURN,ME04210 		N/A PC General & Unrestricted 7,000

GOULD ACADEMY

39 CHURCH ST
BETHEL,ME04217 		N/A PC For REAL LOCAL maple syrup in the Dining Hall 500

GOULD ACADEMY

39 CHURCH ST
BETHEL,ME04217 		N/A PC community access Scholarship Fund 5,000

HABITAT FOR HUMANITY YORK COUNTY

PO BOX 267
KENNEBUNK,ME04043 		N/A PC General & Unrestricted 3,000

HANDS ACROSS THE SEA INC

PO BOX 55071
BOSTON,MA02205 		N/A PC General & Unrestricted 1,900

HARLEM LACROSSE AND LEADERSHIP CORPORATION

8 W 126TH ST 3RD FL
NEW YORK,NY10027 		N/A PC boston chapter 2,000

HARLEM LACROSSE AND LEADERSHIP CORPORATION

8 W 126TH ST 3RD FL
NEW YORK,NY10027 		N/A PC to engage new players and youth in the Boston (Harlem lacrosse) program 10,000

HELEN KELLER INTERNATIONAL

ONE DAG HAMMARSKJOLD PLZ FL 2
NEW YORK,NY10017 		N/A PC General & Unrestricted 15,000

HONOR FLIGHT MAINE INC

PO BOX 699
BRUNSWICK,ME04011 		N/A PC General & Unrestricted 1,000

HOSPICE AUSTIN

4107 SPICEWOOD SPRINGS RD STE 100
AUSTIN,TX78759 		N/A PC General & Unrestricted 3,000

HOSPICE OF SOUTHERN MAINE

390 US RTE 1
SCARBOROUGH,ME04074 		N/A PC General & Unrestricted 2,000

IMPACT NW

PO BOX 33530
PORTLAND,OR97292 		N/A PC General & Unrestricted 5,000

INFORMED CONSENT ACTION NETWORK

2025 GUADALUPE ST STE 260
AUSTIN,TX78705 		N/A PC million dollar match fund 1,000

INTERNATIONAL PEACE INITIATIVES

1777 S HARRISON ST STE 1500
DENVER,CO80210 		N/A PC Shoulder to shoulder Tanzania 5,000

ISLAND INSTITUTE

386 MAIN ST
ROCKLAND,ME04841 		N/A PC Lift all boats @ Luke's lobster 20,000

JACKSON HOLE CHILDRENS MUSEUM

PO BOX 995
JACKSON,WY83001 		N/A PC General & Unrestricted 7,500

JACQUES PEPIN FOUNDATION

56 MIDDLE HWY
BARRINGTON,RI02806 		N/A PC General & Unrestricted 1,000

JEFFS PLACE CHILDRENS BEREAVEMENT CENTER INC

281 PLEASANT ST
FRAMINGHAM,MA01701 		N/A PC General & Unrestricted 2,000

JEWISH COMMUNITY ALLIANCE OF SOUTHERN MAINE

1342 CONGRESS ST
PORTLAND,ME04102 		N/A PC General & Unrestricted 2,000

JEWISH FAMILY AND CHILDRENS SERVICE

1430 MAIN ST
WALTHAM,MA02451 		N/A PC General & Unrestricted 5,000

JUNIOR LEAGUE OF PORTLAND OREGON INC

PO BOX 25072
PORTLAND,OR97298 		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 500

KENNEBUNK FREE LIBRARY ASSOCIATION

112 MAIN ST
KENNEBUNK,ME04043 		N/A PC General & Unrestricted 500

Kennebunk High School

89 FLETCHER ST
Kennebunk,ME04043 		N/A GOV Graduation gift fund for 11 seniors 500

KENNEBUNK-KBKPT-ARUNDEL CHAMBER OF COMMERCE 3 TOWN

PO BOX 740
KENNEBUNK,ME04043 		N/A PC General & Unrestricted 1,000

KENNEBUNKPORT CONSERVATION TRUST

PO BOX 7004
CAPE PORPOISE,ME04014 		N/A PC General & Unrestricted 1,000

KENNEBUNKPORT HERITAGE HOUSING TRUST

PO BOX 333
KENNEBUNKPORT,ME04046 		N/A PC General & Unrestricted 500

KENNEBUNKPORT HISTORICAL SOCIETY

PO BOX 1173
KENNEBUNKPORT,ME04046 		N/A PC General & Unrestricted 500

KIMBALL UNION ACADEMY

PO BOX 188
MERIDEN,NH03770 		N/A PC Lacrosse march practice 5,000

LANCASTER SPCA

PO BOX 3042
LANCASTER,SC29721 		N/A PC General & Unrestricted 500

LET GROW INC

228 PARK AVE S 77212
NEW YORK,NY10003 		N/A PC General & Unrestricted 10,000

LIFE REDISCOVERED PROJECT

71 E MAIN ST
WESTBOROUGH,MA01581 		N/A PC scholarship fund 500

LOUIS T GRAVES MEMORIAL PUBLIC LIBRARY ASSOCIATION

PO BOX 391
KENNEBUNKPORT,ME04046 		N/A PC General & Unrestricted 1,000

LT SCOTT F MILLEY RANGER FOUNDATION

22 BASSWOOD AVE
SUDBURY,MA01776 		N/A PC General & Unrestricted 1,000

M Johnson

12433 Dessau Road
Austin,TX78754 		NONE I Hardship Assistance Grant 6,500

MAHOOSUC LAND TRUST INC

PO BOX 981
BETHEL,ME04217 		N/A PC General & Unrestricted 2,000

MAINE ADAPTIVE SPORTS & RECREATION

2 MAIN ST
BETHEL,ME04217 		N/A PC General & Unrestricted 1,000

MAINE CANCER FOUNDATION

170 US RTE 1 STE 250
FALMOUTH,ME04105 		N/A PC Charitable Event 1,000

MAINE CHILDRENS HOME FOR LITTLE WANDERERS

93 SILVER ST
WATERVILLE,ME04901 		N/A PC General & Unrestricted 1,500

MAINE PUBLIC BROADCASTING CORPORATION

1450 LISBON ST
LEWISTON,ME04240 		N/A PC General & Unrestricted 5,000

MAINE SPECIAL OLYMPICS

525 MAIN ST STE D
S PORTLAND,ME04106 		N/A PC General & Unrestricted 500

MAINEHEALTH

22 BRAMHALL ST
PORTLAND,ME04102 		N/A PC Moonlight challenge 7,000

MAKE-A-WISH FOUNDATION OF MAINE

66 MUSSEY RD
SCARBOROUGH,ME04074 		N/A PC General & Unrestricted 6,000

MARINE MAMMALS OF MAINE

PO BOX 751
BATH,ME04530 		N/A PC General & Unrestricted 3,000

MARINE TOYS FOR TOTS FOUNDATION

18251 QUANTICO GATEWAY DR
TRIANGLE,VA22172 		N/A PC General & Unrestricted 1,000

MASSACHUSETTS AUDUBON SOCIETY INC

208 S GREAT RD
LINCOLN,MA01773 		N/A PC Drumlin Farm Education Center 1,000

MILLBROOK SCHOOL

131 MILLBROOK SCHOOL RD
MILLBROOK,NY12545 		N/A PC Trevor Zoo 100

MOBILE LOAVES & FISHES INC

9301 HOG EYE RD UNIT 950
AUSTIN,TX78724 		N/A PC General & Unrestricted 3,000

NATIONAL PUBLIC RADIO INC

PO BOX 791490
BALTIMORE,MD21279 		N/A PC General & Unrestricted 3,000

NEW AVENUES FOR YOUTH INC

1220 SW COLUMBIA ST
PORTLAND,OR97201 		N/A PC General & Unrestricted 5,000

OCTAGON SEQUENCE OF EIGHT INC

41660 HORSESHOE RD
PUNTA GORDA,FL33982 		N/A PC General & Unrestricted 1,000

OREGON MUSEUM OF SCIENCE AND INDUSTRY

1945 SE WATER AVE
PORTLAND,OR97214 		N/A PC Teen Science Alliance 7,500

OREGON PUBLIC BROADCASTING

7140 S MACADAM AVE
PORTLAND,OR97219 		N/A PC General & Unrestricted 500

OREGON ZOO FOUNDATION

4001 SW CANYON RD
PORTLAND,OR97221 		N/A PC Giving Circle 5,000

PARTNERS IN HEALTH A NONPROFIT CORPORATION

PO BOX 996
FREDERICK,MD21705 		N/A PC General & Unrestricted 3,000

PEACE RIVER REFUGE & RANCH INC

PO BOX 514
SILVER SPGS,FL34489 		N/A PC General & Unrestricted 1,000

PLANNED PARENTHOOD FEDERATION OF AMERICA INC

123 WILLIAMS ST 10TH FL
NEW YORK,NY10038 		N/A PC General & Unrestricted 4,000

PLANNED PARENTHOOD OF THE TEXAS CAPITAL REGION INC

201 E BEN WHITE BLVD BLDG B
AUSTIN,TX78704 		N/A PC General & Unrestricted 10,000

PORTLAND ART MUSEUM

1219 SW PARK AVE
PORTLAND,OR97205 		N/A PC General & Unrestricted 2,000

PORTLAND MUSEUM OF ART

7 CONGRESS SQ
PORTLAND,ME04101 		N/A PC Childrens programs 3,000

PREBLE STREET

55 PORTLAND ST
PORTLAND,ME04101 		N/A PC General & Unrestricted 5,000

Q Pinnix

662 Mairo Street
Austin,TX78748 		NONE I Hardship Assistance Grant 6,500

RAW ART WORKS INC

37 CENTRAL SQ
LYNN,MA01901 		N/A PC General & Unrestricted 2,000

RIVER TREE ARTS

35 WESTERN AVE
KENNEBUNK,ME04043 		N/A PC General & Unrestricted 2,000

SACO RIVER WILDLIFE CENTER

238 RIVER RD
LIMINGTON,ME04049 		N/A PC General & Unrestricted 1,000

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 kids Scholarship Fund 3,000

SAVE THE CHILDREN FEDERATION INC

501 KINGS HWY EAST STE 400
FAIRFIELD,CT06825 		N/A PC GAF: Global Action Fund - GC 10x matching-Gaza help 10,000

SAVE THE CHILDREN FEDERATION INC

501 KINGS HWY EAST STE 400
FAIRFIELD,CT06825 		N/A PC Gag GC 10 x impact 10,000

SAVE THE CHILDREN FEDERATION INC

501 KINGS HWY EAST STE 400
FAIRFIELD,CT06825 		N/A PC General & Unrestricted 1,000

SECRET SANTA

PO BOX 724
KENNEBUNK,ME04046 		N/A PC General & Unrestricted 5,000

SHARE OUR STRENGTH

1030 15TH ST NW STE 1100W
WASHINGTON,DC20005 		N/A PC General & Unrestricted 1,000

SOUTH CONGREGATIONAL CHURCH UCC

PO BOX 414
KENNEBUNKPORT,ME04046 		N/A PC General & Unrestricted 1,500

SPECIAL SURFERS

PO BOX 752
SACO,ME04072 		N/A PC General & Unrestricted 4,000

T Justus

103 North Avenue
Council Bluffs,IA51501 		NONE I Hardship Assistance Grant 6,500

TEXAS CAMPAIGN FOR THE ENVIRONMENT FUND

814 SAN JACINTO BLVD
AUSTIN,TX78701 		N/A PC General & Unrestricted 3,000

THE AGAINST MALARIA FOUNDATION

PO BOX 7247-6370
PHILADELPHIA,PA19170 		N/A PC General & Unrestricted 15,000

THE CENTER FOR GRIEVING CHILDREN

555 FOREST AVE
PORTLAND,ME04101 		N/A PC General & Unrestricted 5,000

THE DAVID SHELDRICK WILDLIFE TRUST USA

25283 CABOT RD STE 101
LAGUNA HILLS,CA92653 		N/A PC General & Unrestricted 1,000

THE GIRLS FOUNDATION OF TANZANIA

PO BOX 11224
PORTLAND,ME04104 		N/A PC General & Unrestricted 8,000

THE GREATER BOSTON FOOD BANK INC

70 S BAY AVE
BOSTON,MA02118 		N/A PC General & Unrestricted 10,000

THE LIVESTOCK CONSERVANCY INC

PO BOX 477
PITTSBORO,NC27312 		N/A PC General & Unrestricted 5,000

THE RED SOX FOUNDATION INC

4 JERSEY ST
BOSTON,MA02215 		N/A PC General & Unrestricted 1,000

THE RIVER FUND MAINE

PO BOX 111
NEWRY,ME04261 		N/A PC General & Unrestricted 1,000

THE SATO PROJECT INC

130 WATER ST
BROOKLYN,NY11201 		N/A PC General & Unrestricted 2,000

THE UNIVERSITY OF TEXAS AT AUSTIN

PO BOX 7458
AUSTIN,TX78713 		N/A GOV KUT 3,000

THORNE ECOLOGICAL INSTITUTE

PO BOX 19107
BOULDER,CO80308 		N/A PC General & Unrestricted 7,500

TOWN OF KENNEBUNK

1 SUMMER ST
KENNEBUNK,ME04043 		N/A GOV FOOD AND FUEL FUND 1,500

TOWN OF KENNEBUNKPORT

PO BOX 566
KENNEBUNKPORT,ME04046 		N/A GOV Kennebunkport Parks and Recreation 500

TOWN OF KENNEBUNKPORT

PO BOX 566
KENNEBUNKPORT,ME04046 		N/A GOV FUEL AND FOOD fund 2,000

TOWN OF KENNEBUNKPORT

PO BOX 566
KENNEBUNKPORT,ME04046 		N/A GOV General & Unrestricted 1,000

TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW

722 W 168TH ST 12TH FL
NEW YORK,NY10032 		N/A PC Dept of environmental health services 5,000

TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW

722 W 168TH ST 12TH FL
NEW YORK,NY10032 		N/A PC Columbia Center for Children's Environmental Health 5,000

TRUSTEES OF DARTMOUTH COLLEGE

100 TUCK HALL DARTMOTH COLLEGE
HANOVER,NH03755 		N/A PC Patricia A. Palmiotto Business & Society Fund - to help individuals seeking to help with corporate responsibility 1,000

TURNING POINT USA INC

4940 EAST BEVERLY RD
PHOENIX,AZ85044 		N/A PC POPlitics & The Spillover 1,000

UNION OF CONCERNED SCIENTISTS INC

2 BRATTLE SQ SUITE 6
CAMBRIDGE,MA02138 		N/A PC General & Unrestricted 3,000

UNITED RECOVERY FUND

494 FOREST AVE
PORTLAND,ME04101 		N/A PC General & Unrestricted 1,000

VERITAS CHRISTIAN ACADEMY INC

6 LOKER ST DOOR H
WAYLAND,MA01778 		N/A PC Charitable Event 500

WAYNFLETE SCHOOL

360 SPRING ST
PORTLAND,ME04102 		N/A PC Tiki and Jona discretionary fund 1,000

WAYSIDE FOOD PROGRAMS

PO BOX 1278
PORTLAND,ME04104 		N/A PC General & Unrestricted 2,000

WINTERKIDS EDUCATION FOUNDATION

506 MAIN ST SUITE 10
WESTBROOK,ME04092 		N/A PC General & Unrestricted 5,000

YORK COUNTY COMMUNITY ACTION CORP

6 SPRUCE ST
SANFORD,ME04073 		N/A PC General & Unrestricted 3,000

YORK COUNTY SHELTER PROGRAMS INC

24 GEORGE RD
ALFRED,ME04002 		N/A PC General & Unrestricted 2,000

YOUTH SENTENCING & REENTRY PROJECT INC

1528 WALNUT ST STE 515
PHILADELPHIA,PA19102 		N/A PC General & Unrestricted 1,000
Total .................................right arrow 3a 443,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
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 ........... 		    14 11,642  
4 Dividends and interest from securities ....     14 81,150  
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 ............ 		    18 464,505  
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 12,082  
bFederal Tax Refund     01 2,339  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   571,718  
13Total. Add line 12, columns (b), (d), and (e)..................
13
571,718
(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.)
Form 990-PF (2023)
Form 990-PF (2023)
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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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


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Form 990-PF (2023)
Additional Data


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Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 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 31,2023, THE FOUNDATION PAID $67,036 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 2023 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 2023 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
AMERICAN TOWER CORP - 5.200% - 19,275 20,332
AMERICAN TOWER CORP - 5.800% - 14,974 15,581
AT&T INC - 4.100% - 02/15/2028 13,955 14,671
AUTOZONE INC - 5.050% - 07/15/ 9,987 10,067
BANK AMER CORP - 3.500% - 04/1 14,206 14,603
BROADCOM INC - 3.500% - 01/15/ 13,762 14,393
CATERPILLAR FINL SVCS MTNS BE 14,993 13,869
ENTERPRISE PRODUCTS OPER LLC - 14,875 15,142
EVERSOURCE - 5.950% - 02/01/20 14,935 15,719
INTUIT NOTE - 5.125% - 09/15/2 14,964 15,515
JPMORGAN CHASE & CO SUB BOND - 18,924 19,798
KEUGIG - 4.597% - 05/25/2028 9,580 10,014
LAUDER ESTEE - 4.375% - 05/15/ 10,007 9,977
MERATHON OIL CORP - 4.400% - 0 14,193 14,618
MERCK & CO INC - 4.050% - 05/1 14,979 14,946
MICRON TECH - 5.375% - 04/15/2 14,697 15,294
ONTARIO PROV CDA BD - 0.625% - 29,436 27,793
ORACLE CORP - 4.500% - 05/06/2 9,662 10,008
STANLEY BLACK & DECKER - 6.000 14,989 15,766
VERIZON COMMS - 4.329% - 09/21 14,320 14,855

TY 2023 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
ALPHABET INC CL A 89,729 131,448
AON PLC CL A 73,336 68,099
AUTOZONE INC 110,901 118,938
BERKLEY W R CP 148,638 159,969
BERKSHIRE HATHAWAY INC. CLASS 163,941 167,274
CANADIAN PACIFIC RAILWAY LTD 279,790 343,041
CHOCOLADEFABRIKEN LINDT & SPRU 60,512 59,875
CINTAS CRP 95,575 318,807
COSTCO WHOLESALE CORPORATION 99,492 431,032
CSX CORP 164,814 245,533
DAVIDE CAMPARI-MILANO SPA 29,959 64,490
DEERE CO 73,598 128,358
EATON CORP PLC 97,369 110,777
GALLAGHER ARTHUR J & CO 228,372 220,607
HERMES INTL S A 69,595 122,902
HOME DEPOT INC 43,158 383,631
INTERNATIONAL BUSINESS MACHINE 142,404 180,232
L'OREAL ADR 97,490 110,445
L'OREAL CO ACT 147,405 219,766
MASTERCARD INC 100,697 276,805
METTLER-TOLEDO INTL 104,577 201,351
MICROSOFT CORP 97,314 642,653
MONSTER BEVERAGE CORP 114,632 143,103
MOODYS CORP 29,784 116,777
MORGAN STANLEY 96,055 111,993
MURPHY USA INC 89,574 111,247
O'REILLY AUTOMOTIVE INC 37,752 121,610
PEPSICO INC 171,905 164,235
PROGRESSIVE CORP OHIO 107,548 133,317
REPUBLIC SVCS INC 184,765 378,963
SHERWIN-WILLIAMS CO 169,606 530,231
THERMO FISHER SCIENTIFIC INC 33,102 70,064
UNION PACIFIC 46,282 68,774

TY 2023 InvestmentsGovtObligationsSch
Name:
The William J J Gordon Family Foundation
EIN:
41-6517207
US Government Securities - End of Year Book Value:

193,783
US Government Securities - End of Year Fair Market Value:

192,597
State & Local Government Securities - End of Year Book Value:


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


 


TY 2023 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.   1,346,145 1,631,390

TY 2023 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 35,175     35,175
Bank Charges 60 60    
K-1 Exp CHILTON SELECT EQUITY 23,064 23,064    
State or Local Filing Fees 35     35


TY 2023 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 12,082 12,082  
Federal Tax Refund 2,339    


TY 2023 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 69,506 69,506    


TY 2023 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 2023 3,900      
Foreign Tax Paid 1,530 1,530