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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$9,958,051J 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 9,124 9,124  
4 Dividends and interest from securities... 106,813 106,813  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 728,623
b Gross sales price for all assets on line 6a 3,573,082
7 Capital gain net income (from Part IV, line 2)... 727,881
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
13,733 13,766  
12 Total. Add lines 1 through 11........ 858,293 857,584  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 19,236     19,236
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
77,037 77,037    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
9,011 2,511    
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
62,864 26,915   35,949
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 168,148 106,463   55,185
25 Contributions, gifts, grants paid....... 454,500 454,500
26 Total expenses and disbursements. Add lines 24 and 25 622,648 106,463   509,685
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 235,645
b Net investment income (if negative, enter -0-) 751,121
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 172,378 306,840 306,840
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) 193,783 Click to see attachment
List of Attached Documents:
// Content
154,542 		152,200
b Investments—corporate stock (attach schedule)....... 3,599,671 Click to see attachment
List of Attached Documents:
// Content
3,576,945 		7,216,555
c Investments—corporate bonds (attach schedule)....... 296,713 Click to see attachment
List of Attached Documents:
// Content
338,963 		345,428
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).......... 1,346,145 Click to see attachment
List of Attached Documents:
// Content
1,467,045 		1,937,028
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) 5,608,690 5,844,335 9,958,051
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 5,608,690 5,844,335
29 Total net assets or fund balances (see instructions)..... 5,608,690 5,844,335
30 Total liabilities and net assets/fund balances (see instructions). 5,608,690 5,844,335
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
5,608,690
2
Enter amount from Part I, line 27a .....................
2
235,645
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
5,844,335
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
5,844,335
Form 990-PF (2024)
Form 990-PF (2024)
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 3,573,082   2,977,874 595,208
b       132,673
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       595,208
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 2 727,881
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 10,441
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 10,441
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 10,441
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 6,694
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,600
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 9,294
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 1,147
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 arrow501 Silverside Road Suite 123WilmingtonDE ZIP+4right arrow198091377
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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 		19,236 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 (2024)
Form 990-PF (2024)
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 73,794
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 (2024)
Form 990-PF (2024)
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
7,727,592
b
Average of monthly cash balances.......................
1b
298,280
c
Fair market value of all other assets (see instructions)................
1c
1,937,028
d
Total (add lines 1a, b, and c).........................
1d
9,962,900
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
9,962,900
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
149,444
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
9,813,456
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
490,673
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
490,673
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
10,441
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
10,441
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
480,232
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
480,232
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
480,232
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
509,685
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
509,685
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 480,232
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 48,304
b From 2020...... 56,572
c From 2021...... 128,227
d From 2022...... 80,842
e From 2023...... 72,012
f Total of lines 3a through e ........ 385,957
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 509,685
a Applied to 2023, 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 2024 distributable amount..... 480,232
e Remaining amount distributed out of corpus 29,453
5 Excess distributions carryover applied to 2024.    
(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 5 415,410
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		48,304
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		367,106
10 Analysis of line 9:
a Excess from 2020.... 56,572
b Excess from 2021.... 128,227
c Excess from 2022.... 80,842
d Excess from 2023.... 72,012
e Excess from 2024.... 29,453
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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 10,500

A MAINEHEALTH HCSR

22 BRAMHALL ST
PORTLAND,ME04102 		N/A PC Charitable Event 10,000

ADELANTE MUJERES

2030 MAIN ST STE A
FOREST GROVE,OR97116 		N/A PC General & Unrestricted 2,000

ALLIANCE DEFENDING FREEDOM

15100 N 90TH ST
SCOTTSDALE,AZ85260 		N/A PC General & Unrestricted 1,000

ANIMAL WELFARE SOCIETY INC

PO BOX 43
W KENNEBUNK,ME04094 		N/A PC General & Unrestricted 1,000

ANOTHER CHANCE ANIMAL RESCUE

PO BOX 552
NORTH BERWICK,ME03906 		N/A PC General & Unrestricted 500

ARUNDEL CONSERVATION TRUST

PO BOX 2704
KENNEBUNKPORT,ME04046 		N/A PC General & Unrestricted 1,000

ARUNDEL HISTORICAL SOCIETY

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

AUSTIN AREA ART FROM THE STREETS

PO BOX 202742
AUSTIN,TX78720 		N/A PC General & Unrestricted 2,000

AUSTIN COMMUNITY FOUNDATION

4315 GUADALUPE ST STE 300
AUSTIN,TX78751 		N/A PC Kitchen table conversations 1,000

BETHEL COMMUNITY FOOD PANTRY INC

211 GREENWOOD AVE
BETHEL,CT06801 		N/A PC General & Unrestricted 2,000

BETHESDA HOUSE INC

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

CAMP BEREA INC

68 BEREA RD
HEBRON,NH03241 		N/A PC General & Unrestricted 1,000

CAMP SUNSHINE AT SEBAGO LAKE INC

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

CAPITAL OF TEXAS PUBLIC TELECOMMUNICATIONS COUNCIL

PO BOX 143626
AUSTIN,TX78714 		N/A PC General & Unrestricted 3,000

CARITAS OF AUSTIN

611 NECHES ST
AUSTIN,TX78701 		N/A PC General & Unrestricted 4,000

CENTER FOR WILDLIFE INC

PO BOX 620
CAPE NEDDICK,ME03902 		N/A PC General & Unrestricted 1,000

CHECK YOUR COMPASS

135 E MAIN ST
HOPKINTON,MA01748 		N/A PC To help those financial unable to afford Check Your Compass services 2,000

CHURCH COMMUNITY OUTREACH SERVICES INC

PO BOX 1175
KENNEBUNK,ME04043 		N/A PC General & Unrestricted 2,000

COMMUNITY HARVEST

PO BOX 1393
KENNEBUNK,ME04043 		N/A PC General & Unrestricted 1,000

CROSSROADS COMMUNITY CHURCH

1341 EDGELL RD
FRAMINGHAM,MA01701 		N/A PC General & Unrestricted 2,000

CROSSROADS COMMUNITY CHURCH

1341 EDGELL RD
FRAMINGHAM,MA01701 		N/A PC For mission trips and supplies for other events 2,000

D Dumas

701 Maguire Road
Kennebunk,ME04043 		none I Hardship Assistance Grant 6,500

D Wendle

167 Main Street
Kennebunkport,ME04046 		none I Hardship Assistance Grant 6,500

DANIELS TABLE INC

56 PARK ST
FRAMINGHAM,MA01702 		N/A PC General & Unrestricted 3,000

DENMARK ARTS CENTER

PO BOX 813
DENMARK,ME04022 		N/A PC General & Unrestricted 6,000

DRESS FOR SUCCESS OF OREGON INC

1532 NE 37TH AVENUE SUITE B
PORTLAND,OR97232 		N/A PC General & Unrestricted 500

EAGLES WINGS FOUNDATION INC

514 14TH ST
WEST PALM BCH,FL33401 		N/A PC General & Unrestricted 500

EMANCIPET

7010 EASY WIND DR STE 260
AUSTIN,TX78752 		N/A PC General & Unrestricted 4,000

EQUAL JUSTICE INITIATIVE

122 COMMERCE ST
MONTGOMERY,AL36104 		N/A PC General & Unrestricted 2,000

EVER AFTER MUSTANG RESCUE TRAINING AND EDUCATIONAL

463 W ST
BIDDEFORD,ME04005 		N/A PC General & Unrestricted 500

FOUNDATION 4 LOVE INC

5 CLARKS HILL LN
SACO,ME04072 		N/A PC General & Unrestricted 500

FRIENDS OF CULEBRA ANIMALS INC

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

FRIENDS OF THE LEVITT PAVILION INC

260 COMPO ROAD S
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 6,000

GOULD ACADEMY

39 CHURCH ST
BETHEL,ME04217 		N/A PC For real maple syrup for the dining hall 2,500

GOULD ACADEMY

39 CHURCH ST
BETHEL,ME04217 		N/A PC for the freestyle ski team coaches to use to support the team 1,500

GOULD ACADEMY

39 CHURCH ST
BETHEL,ME04217 		N/A PC for the enduro team for airbag maintenance 2,000

HABITAT FOR HUMANITY YORK COUNTY

PO BOX 267
KENNEBUNK,ME04043 		N/A PC General & Unrestricted 2,000

HARLEM LACROSSE AND LEADERSHIP CORPORATION

8 W 126TH ST 3RD FL
NEW YORK,NY10027 		N/A PC for Boston Harlem lacrosse contingent to cover cost of busses for PLL game; the rest to be used at director's discretion 15,000

HARLEM LACROSSE AND LEADERSHIP CORPORATION

8 W 126TH ST 3RD FL
NEW YORK,NY10027 		N/A PC for the Boston location to be used at Pat Cronin discretion 10,000

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 4,000

HOSPICE OF SOUTHERN MAINE

390 US RTE 1
SCARBOROUGH,ME04074 		N/A PC General & Unrestricted 3,000

IMMIGRANT LEGAL ADVOCACY PROJECT

489 CONGRESS ST STE 3
PORTLAND,ME04101 		N/A PC General & Unrestricted 12,000

IMPACT NW

PO BOX 33530
PORTLAND,OR97292 		N/A PC General & Unrestricted 4,500

INFORMED CONSENT ACTION NETWORK

2025 GUADALUPE ST STE 260
AUSTIN,TX78705 		N/A PC General & Unrestricted 2,000

J Culbert

1143 Shady Lane
Austin,TX78721 		NONE I Hardship Assistance Grant 6,500

JACKSON HOLE CHILDRENS MUSEUM

PO BOX 995
JACKSON,WY83001 		N/A PC General & Unrestricted 20,000

JACQUES PEPIN FOUNDATION

56 MIDDLE HWY
BARRINGTON,RI02806 		N/A PC General & Unrestricted 1,700

JEWISH COMMUNITY ALLIANCE OF SOUTHERN MAINE

1342 CONGRESS ST
PORTLAND,ME04102 		N/A PC General & Unrestricted 8,000

JEWISH FAMILY AND CHILDRENS SERVICE

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

JUNIOR LEAGUE OF PORTLAND OREGON INC

1201 SW 12TH AVE STE 308
PORTLAND,OR97205 		N/A PC General & Unrestricted 1,000

KENNEBUNK BEACH IMPROVEMENT ASSOCIATION

262 BEACH AVE
KENNEBUNK,ME04043 		N/A PC General & Unrestricted 2,000

KENNEBUNK FREE LIBRARY ASSOCIATION

112 MAIN ST
KENNEBUNK,ME04043 		N/A PC General & Unrestricted 2,000

KENNEBUNKPORT CONSERVATION TRUST

PO BOX 7004
CAPE PORPOISE,ME04014 		N/A PC General & Unrestricted 2,500

KENNEBUNKPORT HERITAGE HOUSING TRUST

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

KIDS FREE TO GROW

3 WEBHANNET PL STE 1
KENNEBUNK,ME04043 		N/A PC General & Unrestricted 2,000

KIMBALL UNION ACADEMY

PO BOX 188
MERIDEN,NH03770 		N/A PC General & Unrestricted 4,000

LOUIS T GRAVES MEMORIAL PUBLIC LIBRARY ASSOCIATION

PO BOX 391
KENNEBUNKPORT,ME04046 		N/A PC General & Unrestricted 5,500

M Johnson

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

MAINE ADAPTIVE SPORTS & RECREATION

2 MAIN ST
BETHEL,ME04217 		N/A PC General & Unrestricted 3,000

MAINE CANCER FOUNDATION

170 US RTE 1 STE 250
FALMOUTH,ME04105 		N/A PC Charitable Event 2,000

MAINE CHILDRENS HOME FOR LITTLE WANDERERS

93 SILVER ST
WATERVILLE,ME04901 		N/A PC General & Unrestricted 2,000

MAINE PUBLIC BROADCASTING CORPORATION

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

MAINE SPECIAL OLYMPICS

525 MAIN ST STE D
S PORTLAND,ME04106 		N/A PC General & Unrestricted 1,000

MAKE-A-WISH FOUNDATION OF MAINE

66 MUSSEY RD
SCARBOROUGH,ME04074 		N/A PC General & Unrestricted 2,000

MANNA

420 N 20TH ST
PHILADELPHIA,PA19130 		N/A PC General & Unrestricted 1,000

MARINE MAMMALS OF MAINE

PO BOX 751
BATH,ME04530 		N/A PC General & Unrestricted 5,000

MARINE TOYS FOR TOTS FOUNDATION

18251 QUANTICO GATEWAY DR
TRIANGLE,VA22172 		N/A PC General & Unrestricted 2,000

MIKEROWEWORKS FOUNDATION

10960 WILSHIRE BLVD 5TH FL
LOS ANGELES,CA90024 		N/A PC General & Unrestricted 1,000

MISSION PRE-BORN INC

PO BOX 78221
INDIANAPOLIS,IN46278 		N/A PC General & Unrestricted 1,000

MOBILE LOAVES & FISHES INC

9301 HOG EYE RD UNIT 950
AUSTIN,TX78724 		N/A PC General & Unrestricted 9,500

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 4,500

OCTAGON SEQUENCE OF EIGHT INC

41660 HORSESHOE RD
PUNTA GORDA,FL33982 		N/A PC General & Unrestricted 2,000

OREGON MUSEUM OF SCIENCE AND INDUSTRY

1945 SE WATER AVE
PORTLAND,OR97214 		N/A PC In support of the Career Pathways Program 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 General & Unrestricted 5,000

PARTNERS IN HEALTH A NONPROFIT CORPORATION

PO BOX 996
FREDERICK,MD21705 		N/A PC General & Unrestricted 12,000

PEACE RIVER REFUGE & RANCH INC

PO BOX 514
SILVER SPGS,FL34489 		N/A PC General & Unrestricted 2,000

PLANNED PARENTHOOD FEDERATION OF AMERICA INC

PO BOX 97166
WASHINGTON,DC20090 		N/A PC General & Unrestricted 5,000

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 MUSEUM OF ART

7 CONGRESS SQ
PORTLAND,ME04101 		N/A PC General & Unrestricted 5,000

PREBLE STREET

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

RAW ART WORKS INC

37 CENTRAL SQ
LYNN,MA01901 		N/A PC General & Unrestricted 1,000

RIVER TREE ARTS

35 WESTERN AVE
KENNEBUNK,ME04043 		N/A PC to cover Orlando National expenses 4,000

RIVER TREE ARTS

35 WESTERN AVE
KENNEBUNK,ME04043 		N/A PC To help cover transportation costs for National Dance competition 336

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 for those who may not be able to afford sailing programs Scholarship Fund 1,500

SAVE THE CHILDREN FEDERATION INC

501 KINGS HWY EAST STE 400
FAIRFIELD,CT06825 		N/A PC General & Unrestricted 6,664

SECRET SANTA

PO BOX 724
KENNEBUNK,ME04046 		N/A PC General & Unrestricted 1,000

SIERRA HARVEST

313 RAILROAD AVE STE 201
NEVADA CITY,CA95959 		N/A PC General & Unrestricted 2,500

SKIDMORE COLLEGE

815 N BROADWAY
SARATOGA SPGS,NY12866 		N/A PC for support of Mental Health for those students who need more than the allowed visits 3,000

SOUTH CONGREGATIONAL CHURCH UCC

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

SOUTH PORTLAND FOOD CUPBOARD

130 THADEUS ST
SOUTH PORTLAND,ME04106 		N/A PC General & Unrestricted 5,000

SOUTH YUBA RIVER CITIZENS LEAGUE

313 RAILROAD AVE STE 101
NEVADA CITY,CA95959 		N/A PC General & Unrestricted 2,500

SPECIAL SURFERS

PO BOX 752
SACO,ME04072 		N/A PC General & Unrestricted 2,500

TELLING ROOM

225 COMMERCIAL ST STE 201
PORTLAND,ME04101 		N/A PC General & Unrestricted 5,000

TEXAS CAMPAIGN FOR THE ENVIRONMENT FUND

814 SAN JACINTO BLVD STE 410
AUSTIN,TX78701 		N/A PC General & Unrestricted 4,000

THE CENTER FOR GRIEVING CHILDREN

555 FOREST AVE
PORTLAND,ME04101 		N/A PC General & Unrestricted 3,000

THE CLEAR FUND

1714 FRANKLIN ST 100335
OAKLAND,CA94612 		N/A PC The Top Charities Fund 30,000

THE LIVESTOCK CONSERVANCY INC

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

THE RIVER FUND MAINE

PO BOX 111
NEWRY,ME04261 		N/A PC General & Unrestricted 2,000

THE SATO PROJECT INC

130 WATER ST
BROOKLYN,NY11201 		N/A PC General & Unrestricted 3,300

THE UNIVERSITY OF TEXAS AT AUSTIN

1 UNIVERSITY STA MAIL STOP A3000
AUSTIN,TX78712 		N/A GOV General & Unrestricted 3,000

THORNE ECOLOGICAL INSTITUTE

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

TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW

622 W 113TH ST MC4524
NEW YORK,NY10025 		N/A PC to support the Center for Children's Environmental Health at the Mailman School of Public Health, at the discretion of the Director of Translational Research, currently Dr. Frederica Perera 10,000

TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW

722 W 168TH ST 12TH FL
NEW YORK,NY10032 		N/A PC To be used at the discretion of the current Director of the Columbia Center for Children's Environmental Health, currently held by Dr. Fredrica Perera 5,000

TRUSTEES OF DARTMOUTH COLLEGE

100 TUCK HALL DARTMOTH COLLEGE
HANOVER,NH03755 		N/A PC General & Unrestricted 500

TURNING POINT USA INC

4940 EAST BEVERLY RD
PHOENIX,AZ85044 		N/A PC Culture Apothecary led by Alex Clark 1,000

TURNING POINT USA INC

4940 EAST BEVERLY RD
PHOENIX,AZ85044 		N/A PC General & Unrestricted 1,000

UNION OF CONCERNED SCIENTISTS INC

2 BRATTLE SQ SUITE 6
CAMBRIDGE,MA02138 		N/A PC General & Unrestricted 4,000

VERITAS CHRISTIAN ACADEMY INC

6 LOKER ST DOOR H
WAYLAND,MA01778 		N/A PC General & Unrestricted 2,000

VERITAS CHRISTIAN ACADEMY INC

6 LOKER ST DOOR H
WAYLAND,MA01778 		N/A PC Run for the Future 500

VESSEL SKATEPARK INC

219 COHASSET ST
WORCESTER,MA01604 		N/A PC General & Unrestricted 2,000

VINDEX MEDIA

1120 S RACKHAM WAY STE 300
MERIDIAN,ID83642 		N/A PC General & Unrestricted 1,000

WAYNFLETE SCHOOL

360 SPRING ST
PORTLAND,ME04102 		N/A PC To be used at the discretion of Jona Rice and Tiki 2,000

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 3,000

WORLD WILDLIFE FUND INC

1250 24TH ST NW
WASHINGTON,DC20037 		N/A PC General & Unrestricted 3,000

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 2,500
Total .................................right arrow 3a 454,500
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 9,124  
4 Dividends and interest from securities ....     14 106,813  
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 ............ 		525990 742 18 727,881  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aK-1 Inc/Loss 		525990 -33 14 14,238  
bFOREIGN CURRENCY LOSS     01 -472  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 709 857,584  
13Total. Add line 12, columns (b), (d), and (e)..................
13
858,293
(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 (2024)
Form 990-PF (2024)
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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
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Form 990-PF (2024)
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Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 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 31,2024, THE FOUNDATION PAID $73,794 FOR INVESTMENT MANAGEMENT SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF, PART I, LINE 16C. SUCH INVESTMENT MANAGEMENT FIRM BILLED THE FOUNDATION AT THE SAME RATE OR BELOW THE RATE IT CHARGES ITS OTHER CLIENTS.

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TY 2024 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 2024 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
AIR LEASE CORP - 5.100% - 03/0 14,814 15,029
AMERICAN TOWER CORP - 5.200% - 19,275 20,126
AMERICAN TOWER CORP - 5.800% - 14,974 15,400
AT&T INC - 4.100% - 02/15/2028 13,955 14,682
AUTOZONE INC - 5.050% - 07/15/ 9,987 10,056
BANK AMERICA CORP SER - 5.202% 15,343 15,070
BROADCOM INC - 3.500% - 01/15/ 13,762 14,441
ENTERPRISE PRODUCTS OPER LLC - 14,875 15,075
EVERSOURCE - 5.950% - 02/01/20 14,935 15,452
FED FARM CR - 5.160% - 04/15/2 20,000 19,993
FEDERAL HOME LOAN - 4.500% - 0 20,127 20,081
FEDERAL HOME LOAN - 4.750% - 1 25,739 25,381
HOME DEPOT INC - 4.750% - 06/2 14,903 15,032
INTUIT NOTE - 5.125% - 09/15/2 14,964 15,224
JPMORGAN CHASE & CO SUB BOND - 18,924 19,850
KEUGIG - 4.597% - 05/25/2028 9,580 9,912
MERATHON OIL CORP - 4.400% - 0 14,193 14,843
MICRON TECH - 5.375% - 04/15/2 14,697 15,159
MONDELEZ INTL INC - 0.000% - 0 15,035 14,945
ORACLE CORP - 4.500% - 05/06/2 9,662 9,900
ROYAL BANK CDA - 4.875% - 01/1 14,899 15,059
VERIZON COMMS - 4.329% - 09/21 14,320 14,718

TY 2024 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
AMPHENOL CORPORATION 19,529 20,141
APPLE INC 65,425 89,150
AUTOZONE INC 109,858 134,484
BERKLEY W R CP 154,823 204,937
BERKSHIRE HATHAWAY INC. CLASS 127,131 155,928
BOOZ ALLEN HAMILTON HOLDING CO 58,479 53,797
BROWN & BROWN INC 147,231 173,944
CDW CORP 113,380 93,459
CHUBB LIMITED 97,824 94,771
CINTAS CRP 68,070 267,473
COCA COLA BOTTLING CONS 20,818 22,680
CORE AND MAIN INC 77,992 87,871
COSTCO WHOLESALE CORPORATION 97,595 586,413
CRH PLC 94,331 99,366
CROWDSTRIKE HOLDINGS, INC 37,021 47,902
CSX CORP 117,812 143,182
DEERE CO 72,679 133,466
EATON CORP PLC 95,431 149,673
FIVE BELOW INC 40,747 54,789
GALLAGHER ARTHUR J & CO 264,234 317,060
HERMES INTL 10 ADR 32,847 38,962
HERMES INTL S A 68,274 135,674
HOME DEPOT INC 42,580 422,054
INTERNATIONAL BUSINESS MACHINE 142,769 232,140
KROGER CO 77,498 86,527
L'OREAL ADR 36,123 30,135
L'OREAL CO ACT 159,387 160,162
MASTERCARD INC 99,419 334,899
MICROSOFT CORP 95,415 706,014
MOODYS CORP 29,183 138,697
MURPHY USA INC 114,567 190,665
NETFLIX INC 125,877 172,916
O'REILLY AUTOMOTIVE INC 36,876 148,225
PROGRESSIVE CORP OHIO 144,003 241,287
REPUBLIC SVCS INC 181,531 453,057
SERVICE NOW 124,679 194,002
SHERWIN-WILLIAMS CO 166,478 566,323
VISTRA ENERGY CORP 19,029 34,330

TY 2024 InvestmentsGovtObligationsSch
Name:
The William J J Gordon Family Foundation
EIN:
41-6517207
US Government Securities - End of Year Book Value:

154,542
US Government Securities - End of Year Fair Market Value:

152,200
State & Local Government Securities - End of Year Book Value:


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


 


TY 2024 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.   1,467,045 1,937,028

TY 2024 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 35,879     35,879
Bank Charges 195 195    
K-1 Exp CHILTON SELECT EQUITY 26,720 26,720    
State or Local Filing Fees 70     70


TY 2024 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 14,205 14,238  
Foreign Currency Loss -472 -472  


TY 2024 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 77,037 77,037    


TY 2024 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 2024 4,100      
990-PF Extension for 2023 2,400      
Foreign Tax Paid 2,511 2,511