2024-04-25T09:45:19-05:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 450711341 Give Back Brands Foundation % Foundation Source GIVE 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 PAUL WEST CHAIRMAN 8008391754 2024-04-20 true PAUL WEST 999009999 true Jeffrey D Haskell P01345770 8008391754 2023 2023-04-26 12:10:37Z X 243615 X 0 X 192 192 9107 9107 3292 96730 3292 131 12722 12591 0 2587 2587 7045 1 7044 9632 2588 7044 135000 135000 144632 2588 142044 -131910 10003 67776 29275 29275 19458 108124 69888 101416 160829 125114 112924 356187 224277 243615 0 0 X 356187 224277 356187 224277 356187 224277 356187 -131910 224277 224277 Publicly-traded Securities 96730 93438 3292 3292 3292 139 139 139 243 0 243 104 104 false false false false false false true true true CA DE true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false false Arvinder Bajaj Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Treas 1.0 0 0 0 Noreen Dodge Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Judy Heise Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec 1.0 0 0 0 Paul West Foundation Source 501 Silverside Rd Wilmington DE 198091377 Chairman, Dir 1.0 0 0 0 Paula West Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 244739 29163 0 273902 0 273902 4109 269793 13490 13490 139 139 13351 13351 13351 142044 0 0 0 0 142044 13351 2021 2020 2019 95983 135840 143733 144023 94238 613817 142044 13351 128693 742510 0 95983 646527 135840 143733 144023 94238 128693 ARVINDER BAJAJ X ACCESS BOOKS PO BOX 64951 LOS ANGELES CA 90064 N/A PC Charitable Event 10000 ALL HANDS AND HEARTS SMART RESPONSE INC 82 COUNTY RD PMB 79 MATTAPOISETT MA 02739 N/A PC General & Unrestricted 10000 BENS LIGHTHOUSE INC PO BOX 483 NEWTOWN CT 06470 N/A PC Charitable Event 10000 BROOKFIELD CRAFT CENTER INC 286 WHISCONIER RD BROOKFIELD CT 06804 N/A PC Charitable Event 10000 CARMEL BACH FESTIVAL INC PO BOX 575 CARMEL CA 93921 N/A PC Charitable Event 10000 COMMUNITY MATTERS PO BOX 14816 SANTA ROSA CA 95402 N/A PC Charitable Event 10000 CONVOY OF HOPE 1 CONVOY DR SPRINGFIELD MO 65802 N/A PC General & Unrestricted 10000 DRUMGOOLE FAMILY INITIATIVES 410 FERNHURST LN EVANS GA 30809 N/A PC General & Unrestricted 10000 GEORGE ARCHER MEMORIAL FOUNDATION FOR LITERACY 916 SOUTHWOOD BLVD STE 1A INCLINE VLG NV 89451 N/A PC General & Unrestricted 10000 MAUI FOOD BANK INC 760 KOLU ST WAILUKU HI 96793 N/A PC General & Unrestricted 10000 PAJARO VALLEY SHELTER SERVICES 115 BRENNAN ST WATSONVILLE CA 95076 N/A PC General & Unrestricted 5000 TRUSTBRIDGE FOUNDATION INC 5300 E AVE WEST PALM BCH FL 33407 N/A PC Charitable Event 10000 WATER MISSIONS INTERNATIONAL PO BOX 63320 CHARLOTTE NC 28263 N/A PC Charitable Event 10000 YOUNG STORYTELLERS FOUNDATION 923 E 3RD ST STE 307 LOS ANGELES CA 90013 N/A PC General & Unrestricted 10000 135000 14 192 14 9107 18 3292 Federal Tax Refund 01 131 12722 12722 false false false false false false false false false false ALLY FINL INC BOND PERPETUAL - 5015 3747 AMERICAN TOWER CORP - 2.400% - 9821 9661 BANK OF MONTREAL SER I MTN - 4 10015 9881 BAT CAPITAL CORP NOTE - 3.215% 10377 9570 BIOGEN - 4.050% - 09/15/2025 5056 4920 CROWDSTRIKE HLDGS INC NOTE - 3 9038 9042 FLUSHING FINANCIAL CORP NOTE M 10015 7996 FORD MOTOR CREDIT COMPANY - 4. 10248 9823 JPMORGAN CHASE & CO - 5.150% - 5225 5029 KENNEDY WILSON INC NT - 4.750% 10289 8349 NETAPP INC - 3.300% - 09/29/20 9970 9825 PACIFIC WESTERN BANK MTN - 3.2 10015 8593 SANDY SPRING BANCORP INC NOTE 10015 7788 WESTERN ALLIANCE BANCORP 10015 8700 ABBVIE INC 1263 2325 ALPHABET INC CL C 840 2114 AMERICOLD REALTY TRUST 4097 4541 APOLLO GLOBAL MANAGEMENT, INC 2004 3728 ARES MANAGEMENT CORPORATION 652 3568 BANK OF AMERICA CORP 4981 7406 CENTENE CORP 3480 3636 CHARLES SCHWAB CORP 2434 3784 CNH INDUSTRIAL NV 1044 828 CONNECTONE BANCORP PREF SHS SE 5016 3700 CONSTELLATION BRANDS INC 2128 2901 CONSTELLATION ENERGY GROUP INC 2102 4792 COTERRA ENERGY INC 4307 3675 GOLDMAN SACHS GROUP 4468 6944 INTUITIVE SURGICAL 1641 2699 ISHARES NASDAQ BIOTECHNOLOGY 2220 2853 KENNEDY WILSON HOLDINGS INC 4658 3095 LOCKHEED MARTIN CORP 2092 2719 MICROSOFT CORP 2662 6017 NORTHROP GRUMMAN CORP 3194 4213 QUALCOMM INC 2441 6508 SIMON PPTY GROUP INC 2170 3709 UNITEDHEALTH GROUP INC 2518 5265 VANGUARD FTSE ALL-WORLD EX-US 5378 6737 VISTRA ENERGY CORP 2098 3659 As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2023, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $135,000. This amount represents 25% or more of the Foundation's net assets of $365,237 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2023. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein. Administrative Fees 6397 6397 Bank Charges 1 1 Indemnification Insurance 524 524 State or Local Filing Fees 123 123 Federal Tax Refund 131 Investment Management Services 2587 2587