2024-04-25T09:45:16-05:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 203987768 Charles H Dishman III Family Foundation Inc % Foundation Source CHAR 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 JASON DISHMAN DOUGHERTY PRESIDENT 8008391754 2024-04-17 true JASON DISHMAN DOUGHERTY 999009999 true Jeffrey D Haskell P01345770 8008391754 2023 2023-04-26 12:10:37Z X 1051493 X 0 X 2209 2209 19622 19622 25697 292451 25697 47528 47528 0 3469 3469 551 86 8992 8992 13012 3555 8992 38000 38000 51012 3555 46992 -3484 43973 40875 28240 28240 65000 65706 541230 499290 783522 201078 187169 174025 783183 779699 1051493 0 0 X 783183 779699 783183 779699 783183 779699 783183 -3484 779699 779699 Publicly-traded Securities 292451 266754 25697 25697 25697 611 611 611 300 0 300 X 0 311 false false false false false false false true true 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 Mary P Dishman Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Joseph A Dougherty Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Susan Dougherty Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir, Sec 1.0 0 0 0 John T Dougherty Jr Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Hope D Paga Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 Catharine B Strickler Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 F Hunter Strickler Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 966279 43942 0 1010221 0 1010221 15153 995068 49753 49753 611 611 49142 49142 49142 46992 0 0 0 0 46992 49142 44564 2021 2020 2019 46992 44564 2428 0 0 46714 0 0 NONE X BEST FOOT FORWARD FOUNDATION INC 9080 KIMBERLY BLVD STE 10 BOCA RATON FL 33434 N/A PC General & Unrestricted 2500 EL CID HISTORIC NEIGHBORHOOD ASSOCIATION INC PO BOX 414 WEST PALM BCH FL 33402 N/A PC General & Unrestricted 2000 EVERYTOWN FOR GUN SAFETY SUPPORT FUND INC PO BOX 3886 NEW YORK NY 10163 N/A PC General & Unrestricted 2000 GRANDFATHER MOUNTAIN STEWARDSHIP FOUNDATION INC PO BOX 129 LINVILLE NC 28646 N/A PC General & Unrestricted 1000 HAVE A HEART FOUNDATION INC 310 E BROADWAY STE 100 LOUISVILLE KY 40202 N/A PC General & Unrestricted 5000 HIGH COUNTRY CHARITABLE FOUNDATION INC 610 BANNER ELK HWY BANNER ELK NC 28604 N/A PC General & Unrestricted 2500 LOUISVILLE FREE PUBLIC LIBRARY FOUNDATION INC 301 YORK ST LOUISVILLE KY 40203 N/A PC General & Unrestricted 2500 MUHAMMAD ALI MUSEUM AND EDUCATION 144 N 6TH ST LOUISVILLE KY 40202 N/A PC General & Unrestricted 5000 NATIONAL FILM PRESERVE LTD 800 JONES ST BERKELEY CA 94710 N/A PC General & Unrestricted 250 NATIONAL STEM CELL FOUNDATION INC 462 S 4TH ST STE 1230 LOUISVILLE KY 40202 N/A PC General & Unrestricted 2500 NORTON MUSEUM OF ART INC 1450 S DIXIE HWY WEST PALM BCH FL 33401 N/A PC General & Unrestricted 5500 PEGGY ADAMS ANIMAL RESCUE LEAGUE OF THE PALM BEACH 3200 N MILITARY TRL WEST PALM BCH FL 33409 N/A PC General & Unrestricted 500 THE RYAN LICHT SANG BIPOLAR FOUNDATION INC 875 N MICHIGAN AVE STE 3100 CHICAGO IL 60611 N/A PC General & Unrestricted 5000 WELLSPRING INC PO BOX 1927 LOUISVILLE KY 40201 N/A PC General & Unrestricted 1000 WEST END PREPARATORY SCHOOL 3628 VIRGINIA AVE LOUISVILLE KY 40211 N/A PC General & Unrestricted 750 38000 14 2209 14 19622 18 25697 47528 47528 false false false false false false false false false false DEERE JOHN CAPITAL CORP SER G 26268 23040 EMERSON ELECTRIC - 2.200% - 12 24081 21403 EXXON MOBIL CORP - 2.019% - 08 25228 24512 FIRST REPUBLIC BANK CD - 5.150 35000 34973 HONEYWELL INTL - 2.700% - 08/1 25642 23127 SCHWAB CHARLES CORP NOTE CALL 25639 22925 TEXAS INSTRUMENTS - 1.375% - 0 25311 24045 ABBOTT LABS 4963 12108 ACCENTURE PLC 5397 17546 ADOBE SYSTEMS, INC 6037 8949 ALPHABET INC CL A 2564 22350 AMAZON COM 8208 15194 AMERICAN TOWER REIT INC 3993 7556 AMERICAN WATER WORKS COMPANY I 3824 6600 ANALOG DEVICES INC 5271 10921 APPLE INC 895 24066 BAIRD CORE PLUS BD FD INSTI CL 25000 25553 BERKSHIRE HATHAWAY INC. CLASS 8037 10700 BLACKROCK INC 4658 9742 BROADCOM INC 8699 15628 CATERPILLAR INC 4804 10348 CHEVRON CORP 5911 10740 CONSTELLATION BRANDS INC 8675 8461 COSTCO WHOLESALE CORPORATION 6078 19142 DANAHER CORP 3113 10410 ELI LILLY & CO 8102 18071 EMCOR GROUP INC 8057 7971 EQUINIX, INC 5965 6443 EXPEDIA INC 8289 13661 HOME DEPOT INC 3249 10050 ISHARES TRUST MSCI EAFE INDEX 43719 56512 JOHNSON & JOHNSON 11235 13323 JP MORGAN CHASE 8373 13608 LINDE PLC COM 4086 10268 MARSH AND MCLENNAN COMPANIES I 5418 10800 MICROSOFT CORP 4826 28203 MONDELEZ INTERNATIONAL INC 10316 11444 MOTOROLA SOLUTIONS INC 5620 9706 NEXTERA ENERGY, INC 10877 11419 NIKE INC-CL B 1651 10857 NXP SEMICONDUCTORS 8429 11025 OLD DOMINION FREIGHT LINE 9736 9728 ORACLE CORP 11634 10859 PALO ALTO NETWORKS INC 4408 7077 SCHLUMBERGER LTD 8016 10980 STRYKER CORPORATION 6146 10481 T. ROWE PRICE SHORT TERM BOND 29265 29011 THE EMERGING MARKETS FUND INST 35000 35074 UNITEDHEALTH GROUP INC 11306 12109 VANGUARD MID-CAP ETF 38663 46527 VANGUARD SM-CAP ETF 29355 39465 VISA INC 2659 22130 WALT DISNEY HOLDINGS CO 10711 9300 WASTE MANAGEMENT INC 6679 10746 WCM FOCUSED INTL GROWTH FUNDS 22617 31384 ZOETIS INC 8756 9276 65000 65706 Administrative Fees 8967 8967 State or Local Filing Fees 25 25 Investment Management Services 3469 3469 990-PF Estimated Tax for 2023 300 990-PF Excise Tax for 2022 165 Foreign Tax Paid 86 86