2024-01-16T10:05:48-06:00 2023-02-28 132839033 BILLET FEIT & PREIS PC 42 BROADWAY SUITE 1815 NEW YORK NY 10004 990PF 2022-03-01 136066039 HERMAN GOLDMAN FOUNDATION HERM 2033193717 FOUNDATION SOURCE 55 WALLS DR 302 FAIRFIELD CT 06824 ROY M SPARBER PRESIDENT 2126354100 2024-01-16 ROY SPARBER 999009999 0 ELIHU D BAER P00122903 2124253300 2024-01-16 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X X 14011512 X X 278165 278165 541890 4478396 541890 820055 820055 144000 47995 96005 211416 31712 179704 18470 2771 15699 49305 24652 24653 93630 93630 0 12913 1937 12720 41997 6300 35697 1382 460 922 62895 31446 31449 636008 240903 396849 737500 757200 1373508 240903 1154049 -553453 579152 87972 83693 83693 1171521 1136278 1136278 14245447 12085822 12085822 768376 705719 705719 16273316 14011512 14011512 104072 104072 310500 290800 31187 18687 445759 413559 X 15081963 13143451 745594 454502 15827557 13597953 16273316 14011512 15827557 -553453 0 15274104 1676151 13597953 THRU EVERCORE P 1087105 940914 146191 146191 THRU NB EQUITY P 970073 738437 231636 231636 THRU NB BONDS P 437573 449089 -11516 -11516 THRU NB ALT P 45608 45215 393 393 THRU NB 119 P 619653 596986 22667 22667 THRU NB 124 P 391112 330204 60908 60908 THRU NB 016 P 879710 835661 44049 44049 CAPITAL GAINS P 47562 47562 47562 541890 8050 0 8050 0 8050 0 0 10000 0 10000 0 1950 1950 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A FOUNDATION SOURCE 2033193717 55 WALLS DRIVE 302 FAIRFIELD CT 06824 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MEL P BARKAN 55 WALLS DRIVE 302 FAIRFIELD CT 06824 DIRECTOR 1.00 0 0 0 DAVID A BRAUNER 55 WALLS DRIVE 302 FAIRFIELD CT 06824 VICE PRESIDENT & DIRECTOR 1.00 0 0 0 MICHAEL J CLAIN 55 WALLS DRIVE 302 FAIRFIELD CT 06824 IMM PAST PRES & DIRECTOR 1.00 0 0 0 CHARLES A DAMATO 55 WALLS DRIVE 302 FAIRFIELD CT 06824 DIRECTOR 1.00 0 0 0 JOHN HF ENTEMAN 55 WALLS DRIVE 302 FAIRFIELD CT 06824 DIRECTOR 1.00 0 0 0 DONALD GIBSON 55 WALLS DRIVE 302 FAIRFIELD CT 06824 DIRECTOR 1.00 0 0 0 DAVID R KAY 55 WALLS DRIVE 302 FAIRFIELD CT 06824 VICE PRESIDENT & DIRECTOR 1.00 0 0 0 ALAN MICHIGAN 55 WALLS DRIVE 302 FAIRFIELD CT 06824 DIRECTOR 1.00 0 0 0 ALAN NISSELSON 55 WALLS DRIVE 302 FAIRFIELD CT 06824 SECRETARY & DIRECTOR 1.00 0 0 0 CHRISTOPHER C SCHWABACHER 55 WALLS DRIVE 302 FAIRFIELD CT 06824 TREASURER & DIRECTOR 1.00 0 0 0 HOWARD L SIMON 55 WALLS DRIVE 302 FAIRFIELD CT 06824 DIRECTOR 1.00 0 0 0 ROY M SPARBER 55 WALLS DRIVE 302 FAIRFIELD CT 06824 PRESIDENT & DIRECTOR 1.00 0 0 0 RICHARD K BARON 55 WALLS DRIVE 302 FAIRFIELD CT 06824 EXECUTIVE DIRECTOR 40.00 162480 18470 0 0 NONE 0 0 13383224 1274218 0 14657442 0 0 14657442 219862 14437580 721879 721879 8050 8050 713829 0 713829 0 713829 1154049 0 1154049 713829 0 0 310967 383762 288420 256284 462049 1701482 1154049 0 0 0 713829 440220 0 0 2141702 0 0 0 0 0 0 310967 1830735 383762 288420 256284 462049 440220 FOUNDATION SOURCE 55 WALLS DRIVE 302 FAIRFIELD CT 06824 2033193717 INFORMATION FOR GRANT APPLICANTS: YOU ARE REQUESTED TO SUBMIT YOUR APPLICATION USING THE NEW YORK/NEW JERSEY AREA COMMON APPLICATION FORM, WHICH CAN BE OBTAINED AT THE WEBSITE OF THE NEW YORK REGIONAL ASSOCIATION OF GRANTMAKERS (NYRAG.ORG). NO ADDITIONAL COPIES ARE NEEDED. IT IS NOT NECESSARY TO SUBMIT A LETTER OF INQUIRY PRIOR TO FILING AN APPLICATION. CONSIDERATION WILL NOT BE GIVEN TO A GRANT PROPOSAL UNLESS IT IS ACCOMPANIED BY A COPY OF INTERNAL REVENUE SERVICE NOTIFICATION OF THE APPLYING ORGANIZATION'S TAX-EXEMPT STATUS. GRANTS TO INDIVIDUALS CANNOT BE CONSIDERED. THE FOUNDATION DOES NOT CONDUCT SITE VISITS OR IN-PERSON INTERVIEWS PRIOR TO CONSIDERATION OF GRANT REQUESTS. APPLICATIONS ARE ACCEPTED AT ANY TIME, BUT ARE CONSIDERED ONLY AT SPECIFIC TIMES DURING THE YEAR. MUST BE A 501(C)(3) ORGANIZATION. 2 SCHEDULE ATTACHED AUTHORIZED DURING FYE 22823 C/O FOUNDATION FAIRFIELD CT 06824 N/A 501(C)(3) ARTS EDUCATION HEALTH JUSTICE WELFARE 737500 3 SCHEDULE ATTACHED PAYABLE AS AT 22822 C/O FOUNDATION FAIRFIELD CT 06824 N/A 501(C)(3) ARTS EDUCATION HEALTH JUSTICE WELFARE 310500 3 SCHEDULE ATTACHED PAYABLE AS AT 22823 C/O FOUNDATION FAIRFIELD CT 06824 N/A 501(C)(3) ARTS EDUCATION HEALTH JUSTICE WELFARE -290800 757200 0 14 278165 18 541890 DISTRIBUTION FROM TRUST 01 0 820055 0 820055 0 0 0 0 0 0 0 0 0 0 ACCOUNTING & TAX PREPARATION 28000 14000 14000 PENSION PLAN ADMINISTRATION 1805 902 903 REVIEW SERVICE 10000 5000 5000 FOUNDATION SOURCE (MANAGEMENT) 9500 4750 4750 SECURITIES AT COST--SCHEDULES ATTACHED AT COST 11361831 11361831 UNREALIZED APPRECIATION FMV 723991 723991 ACCRUED DIVIDENDS AND INTEREST 16782 18900 18900 PREPAID EXPENSES AND SECURITY DEPOSIT 6000 6000 6000 REMAINDER INTEREST IN TRUST 745594 680819 680819 UNREALIZED LOSS ON SECURITIES 1626618 UNREALIZED LOSS ON REMAINDER INTEREST IN TRUST 47402 UNREALIZED LOSS--MISCELLANEOUS 2131 TELEPHONE & ANSWERING SERVICE 3463 1731 1732 EQUIPMENT SUPPLIES & LEASING 22645 11322 11323 MISCELLANEOUS EXPENSES 526 263 263 INSURANCE PREMIUMS 36261 18130 18131 DEFERRED TAXES PAYABLE 31187 18687 INVESTMENT MANAGEMENT FEES 93630 93630 0 PAYROLL TAXES 12913 1937 12720