Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
THE WIDGEON POINT CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) CO FOX ROTHSCHILD LLP 101 PARK AVE
  Room/suite
City or town
NEW YORK
State or province
NY
Country  
ZIP or foreign postal code
10178
A Employer identification number

13-6201175
B Telephone number (see instructions)

2072003168
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$56,147,275J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,244,946 1,244,946  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,603,727
b Gross sales price for all assets on line 6a 10,329,028
7 Capital gain net income (from Part IV, line 2)... 1,603,727
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
147 0  
12 Total. Add lines 1 through 11........ 2,848,820 2,848,673  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 631,150 269,196   361,954
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 198,728 89,906   108,822
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
22,267 0   22,267
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
30,335 15,168   15,167
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
9,154 292   8,862
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
88,862 16,364   17,142
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 34,297 6,859   27,438
21 Travel, conferences, and meetings....... 26,309 2,133   24,176
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
330,517 36,804   34,479
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,371,619 436,722   620,307
25 Contributions, gifts, grants paid....... 251,000 251,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,622,619 436,722   871,307
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,226,201
b Net investment income (if negative, enter -0-) 2,411,951
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 4,144 4,117 4,117
2 Savings and temporary cash investments......... 207,376 504,821 504,821
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 5,778,189 Click to see attachment
List of Attached Documents:
// Content
6,957,137 		6,957,137
b Investments—corporate stock (attach schedule)....... 18,841,841 Click to see attachment
List of Attached Documents:
// Content
37,794,026 		37,794,026
c Investments—corporate bonds (attach schedule)....... 8,069,042 Click to see attachment
List of Attached Documents:
// Content
4,779,387 		4,779,387
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,454,530 Click to see attachment
List of Attached Documents:
// Content
6,107,787 		6,107,787
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 36,355,122 56,147,275 56,147,275
Liabilities 17 Accounts payable and accrued expenses.......... 1,046 3,233
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 )    
23 Total liabilities (add lines 17 through 22)......... 1,046 3,233
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 36,354,076 56,144,042
29 Total net assets or fund balances (see instructions)..... 36,354,076 56,144,042
30 Total liabilities and net assets/fund balances (see instructions). 36,355,122 56,147,275
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
36,354,076
2
Enter amount from Part I, line 27a .....................
2
1,226,201
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
18,563,765
4
Add lines 1, 2, and 3 ..........................
4
56,144,042
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
56,144,042
Form 990-PF (2025)
Form 990-PF (2025)
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 STRAKA PARTNERS LLC K1 P    
b PUBLICLY TRADED SECURITIES      
c PUBLICLY TRADED SECURITIES      
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     76,114 -76,114
b 5,566,960   5,434,172 132,788
c 4,762,068   3,215,015 1,547,053
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       -76,114
b       132,788
c       1,547,053
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 1,603,727
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 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 33,526
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 33,526
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 33,526
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 40,800
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 40,800
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....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 7,274
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax7,274 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
NY, ME
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? 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 addressWWW.WIDGEONPOINT.ORG
14
The books are in care ofBERNSTEIN SHUR LLP Telephone no. (207) 774-1200

Located at100 MIDDLE STREETPORTLANDME ZIP+404101
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JOHN B ROBINSON PRESIDENT
32.00 		279,575 107,529 0
C/O FOX ROTHSCHILD LLP 101 PARK
AVENUE 17TH FLOOR
NEW YORK,NY10178
CHRISTOPHER N ROBINSON TREASURER AND SECRETARY
30.00 		279,575 91,200 0
C/O FOX ROTHSCHILD LLP 101 PARK
AVENUE 17TH FLOOR
NEW YORK,NY10178
MARK MORRISSETTE DIRECTOR
1.00 		0 0 0
C/O FOX ROTHSCHILD LLP 101 PARK
AVENUE 17TH FLOOR
NEW YORK,NY10178
NICOLAS J ROBINSON DIRECTOR
1.00 		12,000 0 0
C/O FOX ROTHSCHILD LLP 101 PARK
AVENUE 17TH FLOOR
NEW YORK,NY10178
EMMA W ROBINSON DIRECTOR
1.00 		12,000 0 0
C/O FOX ROTHSCHILD LLP 101 PARK
AVENUE 17TH FLOOR
NEW YORK,NY10178
CALEB P ROBINSON DIRECTOR
1.00 		12,000 0 0
C/O FOX ROTHSCHILD LLP 101 PARK
AVENUE 17TH FLOOR
NEW YORK,NY10178
GENEVA E MORLEY DIRECTOR
1.00 		12,000 0 0
C/O FOX ROTHSCHILD LLP 101 PARK
AVENUE 17TH FLOOR
NEW YORK,NY10178
WINSLOW N ROBINSON DIRECTOR
1.00 		12,000 0 0
C/O FOX ROTHSCHILD LLP 101 PARK
AVENUE 17TH FLOOR
NEW YORK,NY10178
ROWLAND E ROBINSON DIRECTOR
1.00 		12,000 0 0
C/O FOX ROTHSCHILD LLP 101 PARK
AVENUE 17TH FLOOR
NEW YORK,NY10178
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
52,267,732
b
Average of monthly cash balances.......................
1b
552,067
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
52,819,799
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
52,819,799
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
792,297
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
52,027,502
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
2,601,375
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
2,601,375
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
33,526
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
33,526
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,567,849
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,567,849
6
Deduction from distributable amount (see instructions) .................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
2,567,849
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, line 26, column (d) ..........
1a
871,307
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
871,307
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 2,567,849
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 759,509
b From 2021...... 1,150,351
c From 2022...... 1,489,022
d From 2023...... 1,980,713
e From 2024...... 3,822,882
f Total of lines 3a through e ........ 9,202,477
4Qualifying distributions for 2025 from Part
XI, line 4: $ 871,307
a Applied to 2024, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 871,307
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 1,696,542 1,696,542
(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 7,505,935
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		7,505,935
10 Analysis of line 9:
a Excess from 2021 .... 213,318
b Excess from 2022 .... 1,489,022
c Excess from 2023 .... 1,980,713
d Excess from 2024 .... 3,822,882
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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

ADAPTIVE OUTDOOR EDUCATION CENTER

675 OLD PORTLAND RD
BRUNSWICK,ME04011 		    OPERATIONAL SUPPORT 1,500

ALLAGASH WILDERNESS WATERWAY FOUNDATION

PO BOX 276
CASCO,ME04015 		    OPERATIONAL SUPPORT 4,000

APEX YOUTH CONNECTION

45 GRANITE ST
BIDDEFORD,ME04005 		    OPERATIONAL SUPPORT 1,500

BEINECKE LIBRARY AT YALE

PO BOX 208330
NEW HAVEN,CT06520 		    OPERATIONAL SUPPORT 1,000

BIDDEFORD FOOD PANTRY

162 ELM ST
BIDDEFORD,ME04005 		    OPERATIONAL SUPPORT 1,500

CITY HARVEST

150 52ND ST
BROOKLYN,NY11232 		    OPERATIONAL SUPPORT 2,500

COMMUNITY KITCHENS

PO BOX 16026
OAKLAND,CA94610 		    OPERATIONAL SUPPORT 6,500

ESTHER HOUSE GOOD SHEPHERD PARISH

271 MAIN ST
SACO,ME04072 		    OPERATIONAL SUPPORT 1,500

FALMOUTH LAND TRUST

74 LUNT RD
FALMOUTH,ME04105 		    OPERATIONAL SUPPORT 1,500

FENIX THEATRE COMPANY

23 MAY ST
PORTLAND,ME04102 		    OPERATIONAL SUPPORT 1,500

FRIENDS OF CASCO BAY

43 SLOCUM DR
SOUTH PORTLAND,ME04106 		    OPERATIONAL SUPPORT 1,500

FRIENDS OF THE PRESUMPSCOT RIVER

PO BOX 1474
WESTBROOK,ME04098 		    OPERATIONAL SUPPORT 1,500

HAND IN HAND MANO EN MANO

2 MAPLE ST
MILLBRIDGE,ME04658 		    OPERATIONAL SUPPORT 4,000

HEART OF BIDDEFORD

205 MAIN ST
BIDDEFORD,ME04005 		    OPERATIONAL SUPPORT 1,000

HOPE ACTS

PO BOX 7615
PORTLAND,ME04112 		    OPERATIONAL SUPPORT 2,500

I'M YOUR NEIGHBOR BOOKS

84 COVE ST STE 4
PORTLAND,ME04101 		    OPERATIONAL SUPPORT 5,000

IMMIGRANT LEGAL ADVOCACY PROJECT

489 CONGRESS ST 3RD FL
PORTLAND,ME04101 		    OPERATIONAL SUPPORT 1,500

JEWISH COMMUNITY ALLIANCE OF SOUTHERN MAINE

1342 CONGRESS ST
PORTLAND,ME04102 		    OPERATIONAL SUPPORT 1,500

KETCHA OUTDOORS

336 BLACK POINT RD
SCARBOROUGH,ME04074 		    OPERATIONAL SUPPORT 1,500

LEGAL SERVICES FOR THE ELDERLY

5 WABON ST
AUGUSTA,ME04330 		    OPERATIONAL SUPPORT 1,500

LIFEFLIGHT FOUNDATION

13 MAIN ST
CAMDEN,ME04843 		    OPERATIONAL SUPPORT 1,500

MAINE ACADEMY OF MODERN MUSIC

125 PRESUMPSCOT ST
PORTLAND,ME04103 		    OPERATIONAL SUPPORT 1,500

MAINE ACCESS POINTS

PO BOX 32
BRUNSWICK,ME04011 		    OPERATIONAL SUPPORT 2,500

MAINE COMMUNITY SWIMMING FOUNDATION OF PORTLAND PUBLIC SCHOOLS

353 CUMBERLAND AVE
PORTLAND,ME04101 		    OPERATIONAL SUPPORT 10,000

MAINE ISLAND TRAILS ASSOCIATION

100 KENSINGTON ST
PORTLAND,ME04103 		    OPERATIONAL SUPPORT 1,500

MAINE RE-ENTRY NETWORK

2 BANGOR ST STE 2
AUGUSTA,ME04330 		    OPERATIONAL SUPPORT 2,000

MARINE MAMMALS OF MAINE

78 WATER ST
BRUNSWICK,ME04011 		    OPERATIONAL SUPPORT 1,500

MECHANICS HALL

519 CONGRESS ST
PORTLAND,ME04101 		    OPERATIONAL SUPPORT 1,500

MILESTONE RECOVERY

65 INDIA ST
PORTLAND,ME04101 		    OPERATIONAL SUPPORT 1,500

NATURAL RESOURCES DEFENSE COUNSEL

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

NEEDLEPOINT SANCTUARY

1009 OHIO ST
BANGOR,ME04401 		    OPERATIONAL SUPPORT 2,000

OLYMPIA SNOWE WOMENS LEADERSHIP INSTITUTE

ONE CANAL PLAZA STE 501
PORTLAND,ME04101 		    OPERATIONAL SUPPORT 500

ON BELAY

PO BOX 391
NEWMARKET,NH03857 		    OPERATIONAL SUPPORT 3,500

OUR PLACE CO ST LAWRENCE ARTS

76 CONGRESS ST
PORTLAND,ME04101 		    OPERATIONAL SUPPORT 1,500

OUT MAINE

15 CASCO STREET
PORTLAND,ME04101 		    OPERATIONAL SUPPORT 2,500

PORTLAND COMMUNITY SQUASH

66 NOYES ST
PORTLAND,ME04103 		    OPERATIONAL SUPPORT 4,000

PORTLAND MUSEUM OF ART

7 CONGRESS SQ
PORTLAND,ME04101 		    OPERATIONAL SUPPORT 35,000

PORTLAND PARKS CONSERVANCY

212 CANCO ROAD STE A
PORTLAND,ME04103 		    OPERATIONAL SUPPORT 1,500

PORTLAND WHEELERS

PO BOX 11314
PORTLAND,ME04104 		    OPERATIONAL SUPPORT 1,500

PREBLE STREET RESOURCE CENTER

55 PORTLAND STREET
PORTLAND,ME04101 		    OPERATIONAL SUPPORT 2,500

QUEERLY ME

PO BOX 830
BRUNSWICK,ME04011 		    OPERATIONAL SUPPORT 2,500

RIPPLEFFECT INC

159 STATE STREET
PORTLAND,ME04101 		    OPERATIONAL SUPPORT 6,000

BESSEMER GIVING FUND

100 WOODBRIDGE CENTER DRIVE
WOODBRIDGE,NJ07095 		    OPERATIONAL SUPPORT 10,000

SAIL MAINE

58 FORE ST
PORTLAND,ME04101 		    OPERATIONAL SUPPORT 86,000

SAIL TO PREVAIL

174 BELLEVUE AVE
NEWPORT,RI02840 		    OPERATIONAL SUPPORT 1,500

SEEDS OF PEACE

183 POWHATAN RD
OTISFIELD,ME04270 		    OPERATIONAL SUPPORT 1,000

SING FOR HOPE

575 8TH AVE RM 1800
NEW YORK,NY10018 		    OPERATIONAL SUPPORT 2,500

SLOW FOOD TAHOE

PO BOX 1351
TRUCKEE,CA96160 		    OPERATIONAL SUPPORT 3,500

SPIRITS ALIVE

224 CONGRESS ST
PORTLAND,ME04101 		    OPERATIONAL SUPPORT 500

ST ANTHONY'S

268 BROWN ST
WESTBROOK,ME04092 		    OPERATIONAL SUPPORT 1,500

ST LUKE'S FOOD PANTRY ST LUKE'S EPISCOPAL CATHEDRAL

134 PARK ST
PORTLAND,ME04101 		    OPERATIONAL SUPPORT 1,500

THE TELLING ROOM

225 COMMERCIAL ST 201
PORTLAND,ME04101 		    OPERATIONAL SUPPORT 1,500

THROUGH THESE DOORS

PO BOX 704
PORTLAND,ME04104 		    OPERATIONAL SUPPORT 1,500

UNIVERSITY OF MAINE LAW SCHOOL

300 FORE STREET
PORTLAND,ME04101 		    OPERATIONAL SUPPORT 2,500

UNIVERSITY OF SOUTHERN MAINE FOUNDATION

PO BOX 9300
PORTLAND,ME04104 		    OPERATIONAL SUPPORT 1,500

VALO

121 MAIN ST
YARMOUTH,ME04096 		    OPERATIONAL SUPPORT 1,500

WILLOWIND THERAPEUTIC RIDING CENTER

1140 ME 3
BAR HARBOR,ME04609 		    OPERATIONAL SUPPORT 1,500

WINTERKIDS

506 MAIN ST 10
WESTBROOK,ME04092 		    OPERATIONAL SUPPORT 1,500
Total ................................. 3a 251,000
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 1,244,946  
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 .....     14 147  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,603,727  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 2,848,820 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,848,820
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
8 NONE
Form 990-PF (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
THE WIDGEON POINT CHARITABLE FOUNDATION
EIN:
13-6201175
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING & TAX SERVICES 30,335 15,168   15,167

TY 2025 InvestmentsCorpBondsSchedule
Name:
THE WIDGEON POINT CHARITABLE FOUNDATION
EIN:
13-6201175
Name of Bond End of Year Book Value End of Year Fair Market Value
ALLY FINANCIAL INC SER A MTN 5.25% BOND 1,200,288 1,200,288
ALLY FINANCIAL INC SER A MTN 6% BOND 502,830 502,830
ALLY FINANCIAL INC SER A MTN 6.1% BOND 501,445 501,445
ENERGY TRANSFER L P SER B 5.5% BOND 508,075 508,075
GE AEROSPACE MTN 5.55% BOND 299,796 299,796
GOLDMAN SACHS GROUP INC 5.95% BOND 255,058 255,058
GOLDMAN SACHS GROUP INC SER N MTN 5.25% BOND 1,001,580 1,001,580
MAIN STR CAP CORP 6.5% NOTE 510,315 510,315

TY 2025 InvestmentsCorpStockSchedule
Name:
THE WIDGEON POINT CHARITABLE FOUNDATION
EIN:
13-6201175
Name of Stock End of Year Book Value End of Year Fair Market Value
ALPHABET INC CAP STK CL A 976,560 976,560
AMAZON.COM INC 1,800,396 1,800,396
AMERICAN EXPRESS CO COM 850,885 850,885
APOLLO GLOBAL MGMT INC COM 526,203 526,203
APPLE INC 1,440,858 1,440,858
BERKSHIRE HATHAWAY INC CLASS B 1,229,482 1,229,482
BLACKROCK INC 757,801 757,801
BLACKSTONE INC 1,305,566 1,305,566
DELL TECHNOLOGIES INC CL C 478,344 478,344
DEVON ENERGY CORP NEW 417,582 417,582
ELI LILLY & CO COM 1,074,680 1,074,680
FIRST TR EXCHANGE TRADED FD II NASDAQ 593,035 593,035
INVESCO QQQ TR UNIT SER 1 1,202,819 1,202,819
ISHARES BITCOIN TRUST ETF 41,458 41,458
ISHARES CHINA LARGE-CAP ETF 602,110 602,110
ISHARES CORE S&P 500 ETF 5,882,265 5,882,265
ISHARES TR MSCI INDIA SM CP 584,425 584,425
ISHARES TRUST ISHARES MSCI INDIA 702,249 702,249
JPMORGAN CHASE & CO 483,330 483,330
KKR &CO INC COM 441,081 441,081
MASTERCARD INCORPORATED CL A 685,056 685,056
META PLATFORMS INC CLASS A COMMON STOCK 669,991 669,991
MICROSOFT CORP 1,187,287 1,187,287
NU HOLDINGS LTD 771,714 771,714
NVIDIA CORPORATION COM 746,000 746,000
OCCIDENTAL PETE CORP COM 1,069,120 1,069,120
PALO ALTO NETWORKS INC COM 994,680 994,680
PFIZER INC 580,170 580,170
PRICE T ROWE GROUPS COM 578,447 578,447
PROCTER AND GAMBLE CO COM 472,923 472,923
SALESFORCE INC COM 476,838 476,838
STAR BULK CARRIERS CORP 365,180 365,180
TORM PLC SER A 481,668 481,668
VANGUARD DEVELOPED MARKETS INDEX FUND 1,422,252 1,422,252
VANGUARD INTL EQUITY INDEX FDS FTSE EMR 989,229 989,229
VERIZON COMMUNICATION INC 1,001,634 1,001,634
VISA INC 701,420 701,420
FIDELITY MSCI UTILS INDEX ETF 127,006 127,006
INVESCO EXCHANGE TRADED FD TR S&P500 115,909 115,909
SELECT SECTOR SPDR TRUST STATE STREET 107,304 107,304
VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX 617,904 617,904
BLACKSTONE SECD LENDING FD COMMON 105,320 105,320
CAPITAL ONE FINANCIAL CORP COM 290,832 290,832
CONTEMPORARY AMPEREX TECHNOLOGY CO UNSPON 146,692 146,692
GLOBALSTAR INC COM NEW (GSAT) 793,520 793,520
INTERNATIONAL BUS MACH CORP COM 118,484 118,484
TEVA PHARMACEUTICAL INDUSTRIES SPON ADS 390,125 390,125
VICOR CORP 131,520 131,520
QVC GROUP INC NT CAL 31 50,960 50,960
VICI PPTYS INC COM 213,712 213,712

TY 2025 InvestmentsGovtObligationsSch
Name:
THE WIDGEON POINT CHARITABLE FOUNDATION
EIN:
13-6201175
US Government Securities - End of Year Book Value:

6,957,137
US Government Securities - End of Year Fair Market Value:

6,957,137
State & Local Government Securities - End of Year Book Value:


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


0


TY 2025 InvestmentsOtherSchedule2
Name:
THE WIDGEON POINT CHARITABLE FOUNDATION
EIN:
13-6201175
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ENTERPRISE PRODS PARTNERS LP FMV 3,206,000 3,206,000
STRAKA PARTNERS LLC FMV 2,901,787 2,901,787

TY 2025 LegalFeesSchedule
Name:
THE WIDGEON POINT CHARITABLE FOUNDATION
EIN:
13-6201175
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 22,267 0   22,267


TY 2025 OtherExpensesSchedule
Name:
THE WIDGEON POINT CHARITABLE FOUNDATION
EIN:
13-6201175
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DUES & SUBSCRIPTIONS 2,258 452   1,806
INSURANCE 19,786 0   19,786
OFFICE EXPENSE 1,108 222   886
OFFICE SUPPLIES 4,230 846   3,384
ADVERTISING 2,922 0   2,922
PARTNERSHIP PORTFOLIO DEDUCTIONS 30,633 30,633   0
PARTNERSHIP SECTION 1231 LOSS 3,403 3,403   0
PARTNERSHIP NONDEDUCTIBLE EXPENSES 498 0   0
BANK CHARGES 760 152   608
COMPUTER EXPENSES 5,482 1,096   4,386
SHIPPING & POSTAGE 701 0   701
PUBLICLY TRADED PARTNERSHIP FLOW-THRU UBTI ORDINARY LOSS 258,736 0   0


TY 2025 OtherIncomeSchedule2
Name:
THE WIDGEON POINT CHARITABLE FOUNDATION
EIN:
13-6201175
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PUBLICLY TRADED PARTNERSHIP FLOW-THRU TAX EXEMPT INCOME 147 0 0


TY 2025 OtherIncreasesSchedule
Name:
THE WIDGEON POINT CHARITABLE FOUNDATION
EIN:
13-6201175
Description Amount
COST BASIS CONVERSION ADJUSTMENT 18,563,765


TY 2025 OtherProfessionalFeesSchedule
Name:
THE WIDGEON POINT CHARITABLE FOUNDATION
EIN:
13-6201175
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL PROCESSING FEES 1,459 292   1,167
CONSULTING FEES 7,695 0   7,695


TY 2025 TaxesSchedule
Name:
THE WIDGEON POINT CHARITABLE FOUNDATION
EIN:
13-6201175
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,812 1,812   0
PAYROLL TAXES 29,944 14,202   15,742
FEDERAL EXCISE TAX ON NET INVESTMENT INCOME 55,356 0   0
LICENSES & TAXES 1,750 350   1,400