2024-10-31T09:17:46-05:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 472312776 The Doherty Foundation % Foundation Source DOHE 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 EDWARD DOHERTY CO-PRESIDENT 8008391754 2024-10-25 true true Jeffrey D Haskell P01345770 8008391754 2023 2024-10-15 13:58:12Z X 8800193 X 0 X 924 924 171631 171631 -18750 1468962 0 39362 776 193167 173331 0 46873 46873 2406 6 30885 391 29694 80164 47270 29694 385000 385000 465164 47270 414694 -271997 126061 54951 47683 47683 378924 445046 439802 5874868 5018434 7357819 181891 764532 763293 95248 38190 191596 6585882 6313885 8800193 0 0 X 6585882 6313885 6585882 6313885 6585882 6313885 6585882 -271997 6313885 6313885 Publicly-traded Securities 1468962 1444936 24026 24026 Passthrough K1 Capital Gain/(Loss) -799 Sec 751 Gain on Sale of Ptshp Reclass 41977 -41977 -41977 -18750 1752 1752 1752 1715 0 100 1815 X 0 63 63 false false false false false true true false true true DE true false false false false true Foundation Source 8008391754 55 WALLS DRIVE FL 3 Fairfield CT 06824 false false false false false false false false false false false false false false false false false false false false false Alison Doherty Foundation Source 501 Silverside Rd Wilmington DE 198091377 Co- Pres, Dir, Sec 1.0 0 0 0 Edward Doherty Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Treas, Co- Pres 1.0 0 0 0 8274227 114723 0 8388950 0 8388950 125834 8263116 413156 413156 1752 726 2478 410678 410678 410678 414694 0 0 0 0 414694 410678 409439 2021 2020 2019 414694 409439 5255 0 0 405423 0 0 Alison Doherty Edward Doherty X AUSTIN STREET CENTER PO BOX 710729 DALLAS TX 75371 N/A PC General & Unrestricted 25000 COMMEMORATIVE AIR FORCE 5661 MARINER DR DALLAS TX 75237 N/A PC Commemorative Air Forces' National Aviation Education center 20000 CRISTO REY DALLAS ACADEMIC CENTER 9701 SAN LEON AVE DALLAS TX 75217 N/A SO I scholarship fund 10000 HERITAGE FOUNDATION 214 MASSACHUSETTS AVE NE WASHINGTON DC 20002 N/A PC General & Unrestricted 100000 JUDICIAL WATCH INC 425 3RD ST SW STE 800 WASHINGTON DC 20024 N/A PC General & Unrestricted 30000 LEADERSHIP INSTITUTE 1101 N HIGHLAND ST ARLINGTON VA 22201 N/A PC General & Unrestricted 75000 MILES OF FREEDOM 2922 MARTIN LUTHER KING JUNIOR BOUL DALLAS TX 75215 N/A PC Charitable Event 25000 MOUNTAIN STATES LEGAL FOUNDATION 2596 S LEWIS WAY LAKEWOOD CO 80227 N/A PC General & Unrestricted 20000 PACIFIC LEGAL FOUNDATION 555 CAPITOL MALL STE 1290 SACRAMENTO CA 95814 N/A PC General & Unrestricted 15000 SIGHT SAVERS AMERICA INC 337 BUSINESS CIR PELHAM AL 35124 N/A PC General & Unrestricted 10000 SPECIAL OPS XCURSIONS INC PO BOX 90716 NASHVILLE TN 37209 N/A PC General & Unrestricted 10000 ST PHILIPS SCHOOL & COMMUNITY CENTER 1600 PENNSYLVANIA AVE DALLAS TX 75215 N/A PC Athletic Activities fund 25000 TEXAS PUBLIC POLICY FOUNDATION 901 CONGRESS AVE AUSTIN TX 78701 N/A PC General & Unrestricted 20000 385000 14 924 14 171631 18 -18750 K-1 Inc/Loss 525990 -3391 14 776 Sec 751 Gain on Sale of Ptshp 525990 41977 38586 154581 193167 false false false false false false false false false false FORM 990-PF FORM 990-PF One or more partnerships have provided a Schedule K-3 for the tax year in which they have checked one or more of the boxes in Part I but not provided sufficient back-up information to allow the Foundation to verify why such boxes were checked or the extent to which the checking of such boxes affects any item on this return. The Foundation has prepared this return to the best of its ability and without any foreign filings for such partnerships based on the information provided to it by these partnerships and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. COMCAST CORP NOTE - 4.150% - 1 74248 74019 CVS HEALTH - 3.875% - 07/20/20 46157 44229 EOG RES INC - 4.375% - 04/15/1 73790 74803 METLIFE INC - 4.550% - 03/23/2 76305 75461 MORGAN STANLEY - 3.875% - 04/2 47998 44750 TARGET CORP NOTE - 4.500% - 09 73726 75749 TOYOTA - 4.625% - 01/12/2028 75642 76003 UNION PAC CORP NOTE - 4.750% - 75788 75492 UNITED HEALTH GROUP - 4.000% - 73532 73983 UNITED PARCEL SERVICE INC - 4. 74926 75824 WELLS FARGO CO - 4.150% - 01/2 72420 72980 ABBOTT LABS 37395 35222 ABBVIE INC 26399 26655 ACCENTURE PLC 47638 110888 ADVANCED MICRO DEVICES INC 34881 46876 ALPHABET INC CL A 89045 231885 AMAZON COM 124387 215755 AMERICAN ELECTRIC POWER INC 45922 42072 AMERICAN TOWER REIT INC 40866 45982 AMERIPRISE FINANCIAL INC 18257 49758 ANALOG DEVICES INC 77817 95309 APPLE INC 63413 301502 APPLIED MATERIALS INC 24250 34521 ASML HOLDING NV NY REG SHS 14917 18923 AUTOMATIC DATA PROCESSING INC 32911 39139 BLACKROCK INC 19019 40590 BOSTON SCIENTIFIC 38121 56654 BROADCOM INC 63389 123904 CHESAPEAKE ENERGY CORPORATION 19943 20466 CHEVRON CORP 23746 30578 CHIPOTLE MEX GRILL 24641 29730 CHUBB LIMITED 54214 84750 COSTCO WHOLESALE CORPORATION 23588 66668 DANAHER CORP 16995 38865 DIAGEO PLC ADS 52355 54914 DOLLAR TREE INC 20082 27132 ELI LILLY & CO 28325 50131 EOG RESOURCES INC 41650 60596 EXXON MOBIL CORP 74962 71886 HOME DEPOT INC 87214 186097 HONEYWELL INTL 42559 57880 INTUIT 24689 31877 INTUITIVE SURGICAL 24764 27326 ISHARES RUSSELL 2000 286197 428315 ISHARES TR S & P MIDCAP 400 IN 227856 356692 JOHCM INTERNATIONAL SELECT FUN 598321 638882 JOHNSON & JOHNSON 88961 98276 JP MORGAN CHASE 69183 96957 LINDE PLC COM 49269 101856 LORD ABBETT INVESTMENT TRUST S 239123 217928 LOWES COMPANIES INC 29953 81008 MARSH AND MCLENNAN COMPANIES I 30504 71241 MASTERCARD INC 24716 27297 MCDONALD'S CORP 61079 101406 MICROSOFT CORP 223464 607305 MORGAN STANLEY 48418 47651 MORGAN STANLEY INSTI FD INTERN 173096 195089 NEXTERA ENERGY, INC 17950 20773 NIKE INC-CL B 23457 15200 O'REILLY AUTOMOTIVE INC 36754 95958 ONEOK INC 54366 57651 ORACLE CORP 44987 70638 PALO ALTO NETWORKS INC 36114 65168 PARKER HANNIFIN CP 19464 53902 PHILLIPS 66 45420 83479 PIMCO INCOME FUND P CLASS 246960 221582 PROCTER GAMBLE CO 25728 32825 PROLOGIS 37225 47322 REPUBLIC SVCS INC 19621 46999 ROCKWELL AUTOMATION INC 28695 56507 S&P GLOBAL INC COM 16594 17621 SALESFORCE.COM 32653 47628 SCHLUMBERGER LTD 15065 17433 SHERWIN-WILLIAMS CO 14041 23393 SOUTHWEST AIRLINES 25128 15971 STARBUCKS CORP COM 62211 61158 TAIWAN SEMICONDUCTOR MFG CO LT 24921 29536 THE COCA-COLA CO 77729 91872 THE HARTFORD MIDCAP FUND CLASS 187763 168142 THERMO FISHER SCIENTIFIC INC 42914 80680 TJX COMPANIES INC 49776 101033 TRANE TECHNOLOGIES PLC 10046 10976 UNION PACIFIC 30649 53791 UNITED PARCEL SERVICE 55391 46383 UNITEDHEALTH GROUP INC 46867 81076 VANGUARD FTSE EMERGING MARKETS 99952 94694 VISA INC 44100 93205 WALT DISNEY HOLDINGS CO 37399 30789 245177 244765 199869 195037 ENERGY TRANSFER LP 21323 90182 ENTERPRISE PRODUCTS PARTNERS L 12301 75783 MPLX LP 4566 25631 Administrative Fees 29669 29669 Bank Charges 8 8 K-1 Exp ENERGY TRANSFER LP 1145 377 K-1 Exp ENTERPRISE PRODUCTS PA 14 K-1 Exp MAGELLAN MIDSTREAM PAR 19 6 K-1 Exp MPLX LP 5 State or Local Filing Fees 25 25 K-1 Inc/Loss ENERGY TRANSFER LP -1882 699 K-1 Inc/Loss ENTERPRISE PRODUCTS PARTNERS LP -1687 -11 K-1 Inc/Loss MAGELLAN MIDSTREAM PARTNERS LP -106 39 K-1 Inc/Loss MPLX LP 1060 49 Sec 751 Gain on Sale MAGELLAN MIDSTREAM PARTNERS L 41977 Investment Management Services 46873 46873 990-PF Estimated Tax for 2023 1600 990-PF Extension for 2022 800 Foreign Tax Paid 6 6