2024-03-13T09:10:23-05:00 2023-06-30 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2022-07-01 330735622 Hanson Family Charitable Foundation % Foundation Source HANS 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 DAN HANSON PRESIDENT 8008391754 2024-02-24 true DAN HANSON 999009999 Jeffrey D Haskell P01345770 8008391754 2022 2023-04-26 12:10:37Z X 379826 X 69562 424 424 8443 8443 -15862 161591 15768 62567 24635 0 715 715 1600 11760 60 11700 14075 775 11700 128200 128200 142275 775 139900 -79708 23860 71031 51175 51175 346555 286703 328651 417586 337878 379826 0 0 X 417586 337878 417586 337878 417586 337878 417586 -79708 337878 337878 Publicly-traded Securities 161591 145823 15768 15768 15768 332 332 332 474 0 474 142 142 false false false false false false true true true CA 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 Dan Hanson Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir 1.0 0 0 0 Durene Hanson Foundation Source 501 Silverside Rd Wilmington DE 198091377 Sec, Dir 1.0 0 0 0 310367 55575 0 365942 0 365942 5489 360453 18023 18023 332 332 17691 17691 17691 139900 0 0 0 0 139900 17691 2020 2019 2018 214486 189465 134085 96048 187400 821484 139900 17691 122209 943693 0 214486 729207 189465 134085 96048 187400 122209 Dan Hanson Durene Hanson X FORWARD STRIDE 23839 SW DANIEL RD BEAVERTON OR 97078 N/A PC General & Unrestricted 1000 FOUNDATION FOR PRIMARY IMMUNODEFICIENCY DISEASES - 2 GENEVE NEWPORT BEACH CA 92660 N/A PC Charitable Event 5000 FREE WHEELCHAIR MISSION 15279 ALTON PKWY STE 300 IRVINE CA 92618 N/A PC General & Unrestricted 500 FREE WHEELCHAIR MISSION 15279 ALTON PKWY STE 300 IRVINE CA 92618 N/A PC Charitable Event 25000 FREE WHEELCHAIR MISSION 15279 ALTON PKWY STE 300 IRVINE CA 92618 N/A PC Charitable Event 25000 HOMEAID AMERICA INC PO BOX 53156 IRVINE CA 92619 N/A PC Charitable Event 10000 HOPE INTERNATIONAL 227 GRANITE RUN DR STE 250 LANCASTER PA 17601 N/A PC Charitable Event 5000 HOPE INTERNATIONAL 227 GRANITE RUN DR STE 250 LANCASTER PA 17601 N/A PC Charitable Event 10000 LAGUNA BEACH POLICE AND COMMUNITY FOUNDATION PO BOX 888 LAGUNA BEACH CA 92652 N/A PC Board fund 2500 LAGUNA BEACH POLICE AND COMMUNITY FOUNDATION PO BOX 888 LAGUNA BEACH CA 92652 N/A PC General & Unrestricted 1200 NATIONAL MULTIPLE SCLEROSIS SOCIETY 9915 MIRA MESA BLVD 325 SAN DIEGO CA 92131 N/A PC Charitable Event 5000 SHELTER PROVIDERS OF HOUSTON INC 9511 WEST SAM HOUSTON PKWY N HOUSTON TX 77064 N/A PC Charitable Event 5500 SHELTER PROVIDERS OF ORANGE COUNTY INC 17821 17TH ST SUITE 120 TUSTIN CA 92780 N/A PC Charitable Event 10000 St JUDE CHILDREN'S RESEARCH HOSPITALALSAC - MOUN 1660 S ALBION ST STE 916 DENVER CO 80222 N/A PC St Jude Dream Home Giveaway fund, board of trustees fund 2500 STARS & STRIPES CHILDRENS FOUNDATION 8149 SPECTRUM IRVINE CA 92618 N/A PC General & Unrestricted 10000 UNIVERSITY OF REDLANDS 1200 E COLTON AVE REDLANDS CA 92374 N/A PC 2022-2023 Annual Fund 10000 128200 14 424 14 8443 18 -15862 -6995 -6995 false false false false false false false false false false X X 1 Hanson Family Living Trust 15 Smithcliffs road Laguna Beach CA 92651 69562 X 1 MICROSOFT CORP MSFT, 19 sh. 4958 2022-07-21 1 WELLS FARGO & CO WFC, 1040 sh. 44538 2022-07-21 1 MICROSOFT CORP MSFT, 44 sh. 10090 2023-01-10 1 WELLS FARGO & CO WFC, 235 sh. 9976 2023-01-10 ABBOTT LABS 2255 2180 ABBVIE INC 1491 1347 ACCENTURE PLC 2630 2777 ADVANCED MICRO DEVICES INC 449 570 ALPHABET INC CL A 3201 2753 AMAZON COM 4305 3650 AMERICAN ELECTRIC POWER INC 977 926 AMERICAN TOWER REIT INC 1233 970 AMERIPRISE FINANCIAL INC 584 664 ANALOG DEVICES INC 1066 1169 APPLE INC 3802 4267 APPLIED MATERIALS INC 1087 1156 AUTOMATIC DATA PROCESSING INC 1109 1099 BLACKROCK EVENT DRIVEN EQUITY 17877 17491 BLACKROCK INC 919 691 BLACKROCK TOTAL FACTOR MUTUAL 20984 20147 BOSTON SCIENTIFIC 651 865 BROADCOM INC 1060 1735 CHUBB LIMITED 1138 1155 COSTCO WHOLESALE CORPORATION 1084 1077 DANAHER CORP 921 720 DIAGEO PLC ADS 1017 867 DISCOVER FINL SVCS COM 364 351 DOLLAR GENERAL CORP 898 679 ELI LILLY & CO 1033 1407 EOG RESOURCES INC 673 801 ESTEE LAUDER COMPANIES INC 628 393 EXXON MOBIL CORP 1798 1823 HOME DEPOT INC 1041 932 HONEYWELL INTL 1566 1660 INTUIT 856 916 INTUITIVE SURGICAL 836 1026 ISHARE MSCI EMU INDX 22534 22315 ISHARE MSCI UK INDEX 11888 12067 ISHARE SP SMALL CAP 600 INDEX 15139 13552 ISHARES CORE MSCI EAFE ETF 1939 2025 ISHARES CORE MSCI EMERGING MAR 12215 11041 ISHARES IBOXX $ HIGH YIELD COR 3389 3003 ISHARES INC MSCI SWITZERLAND I 7561 7347 ISHARES JP MORGAN USD EM MKTS 3238 2769 ISHARES MSCI AUSTRALIA INDEX F 6245 5773 ISHARES MSCI BRAZIL FREE INDEX 2117 2335 ISHARES MSCI CANADA INDEX FD 8380 7978 ISHARES MSCI CHINA INDEX FUND 9739 7919 ISHARES MSCI INDIA ETF 3267 3278 ISHARES MSCI-JAPAN 17297 16342 ISHARES MSCI-SOUTH KOREA 1938 1648 ISHARES MSCI-TAIWAN 1880 1458 ISHARES TRUST RUSSELL MIDCAP I 21686 19427 JOHNSON & JOHNSON 1028 1324 JP MORGAN CHASE 1263 1164 LINDE PLC COM 999 1143 MARSH AND MCLENNAN COMPANIES I 852 940 MCDONALD'S CORP 1052 1194 MICROSOFT CORP 11553 64363 MORGAN STANLEY 589 512 NEXTERA ENERGY, INC 1352 1261 NIKE INC-CL B 1187 883 O'REILLY AUTOMOTIVE INC 674 955 ORACLE CORP 1125 1786 PALO ALTO NETWORKS INC 637 1022 PARKER HANNIFIN CP 632 780 PHILLIPS 66 463 572 PROCTER GAMBLE CO 2041 2124 PROLOGIS 1223 1226 RAYTHEON TECHNOLOGIES CORP 1312 1469 REPUBLIC SVCS INC 678 766 ROCKWELL AUTOMATION INC 701 659 S&P GLOBAL INC COM 752 802 SALESFORCE.COM 1106 1056 SCHLUMBERGER LTD 599 737 SHERWIN-WILLIAMS CO 1264 1062 STARBUCKS CORP COM 1179 1090 TEXAS INSTRUMENTS INC 1930 1800 THE COCA-COLA CO 2128 2168 THERMO FISHER SCIENTIFIC INC 1225 1044 TJX COMPANIES INC 963 1102 UNION PACIFIC 2184 1842 UNITED PARCEL SERVICE 1225 1076 UNITEDHEALTH GROUP INC 3357 3364 VANGUARD TOTAL BOND MARKET ETF 7540 6687 VISA INC 1905 2137 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 June 30, 2023, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $128,200. This amount represents 25% or more of the Foundation's net assets of $364,883 (as measured by fair market value) at the beginning of the Foundation's taxable year ending June 30, 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 11625 11625 Bank Charges 60 60 State or Local Filing Fees 75 75 Investment Management Services 715 715 990-PF Estimated Tax for 2023 400 990-PF Extension for 2022 1200