2024-06-20T11:25:12-05:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 330795195 Capdevilla Gillespie Foundation % Foundation Source CAPD 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 WENDY GILLESPIE PRESIDENT 8008391754 2024-05-15 true WENDY GILLESPIE 999009999 true Jeffrey D Haskell P01345770 8008391754 2023 2023-04-26 12:10:37Z X 192065 X 0 X 305 305 4401 4401 2269 623503 2269 6975 6975 0 1379 1379 126 26 698 698 10951 2 10949 13154 1407 11647 221000 221000 234154 1407 232647 -227179 5568 26849 25140 25140 368095 142625 166925 394944 167765 192065 0 0 X 394944 167765 394944 167765 394944 167765 394944 -227179 167765 167765 Publicly-traded Securities 623503 621234 2269 2269 2269 77 77 77 16 0 61 77 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 true false false false false false false false false false false false false false false false false false Kim Benson Foundation Source 501 Silverside Rd Wilmington DE 198091377 Sec 1.0 0 0 0 Wendy Gillespie Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 1.0 0 0 0 Martha Phillips Foundation Source 501 Silverside Rd Wilmington DE 198091377 CFO 1.0 0 0 0 206792 47077 0 253869 0 253869 3808 250061 12503 12503 77 77 12426 12426 12426 232647 0 0 0 0 232647 12426 2021 2020 2019 17836 54291 52408 49121 65870 239526 232647 12426 220221 459747 0 17836 441911 54291 52408 49121 65870 220221 Wendy Gillespie X BARRIO LOGAN COLLEGE INSTITUTE 2114 NATIONAL AVE SAN DIEGO CA 92113 N/A PC College Visits Program 10000 CATALYST OF SAN DIEGO & IMPERIAL COUNTIES 5060 SHOREHAM PL STE 350 SAN DIEGO CA 92122 N/A PC Charitable Event 1500 MONTCLAIR STATE UNIVERSITY FOUNDATION INC ONE NORMAL AVE COLLEGE HALL 300 MONTCLAIR NJ 07043 N/A PC The Wendy Gillespie Scholarship Fund for the Arts 25000 MUSEUM OF PHOTOGRAPHIC ARTS 1649 EL PRADO SAN DIEGO CA 92101 N/A PC Annual Youth Exhibition 5000 NAMM FOUNDATION 5790 ARMADA DR CARLSBAD CA 92008 N/A SO I Museum of Making Music's Gala benefiting low-income students' music education program serving students, 92% of whom live below the poverty level 4000 NATIONAL ALLIANCE FOR MUSICAL THEATRE INC 520 8TH AVE 3RD FL STE 301 NEW YORK NY 10018 N/A PC Impact and Exploration Fund 25000 NTC FOUNDATION 2820 ROOSEVELT RD STE 201 SAN DIEGO CA 92106 N/A PC Liberty School Arts Education Program for Underserved youth 8000 PACIFIC ARTS MOVEMENT 9685 VIA EXCELENCIA STE 108 SAN DIEGO CA 92126 N/A PC Reel Voices Program 5000 SAN DIEGO PARKS FOUNDATION 1180 ROSECRANS ST 517 SAN DIEGO CA 92106 N/A PC Linda Vista Community Garden 100000 SAN DIEGO REGIONAL ECONOMIC DEVELOPMENT FOUNDATION 1100 MARKET ST 438 SAN DIEGO CA 92101 N/A PC Intern Program for 2023 15000 SPEED OF CHANGE INC 500 W HARBOR DR UNIT 915 SAN DIEGO CA 92101 N/A PC Tickets and transportation fund for underprivileged families and children to attend TEDxSanDiego 7500 THEATRE & ARTS FOUNDATION OF SAN DIEGO COUNTY PO BOX 12039 LA JOLLA CA 92039 N/A PC The Community Learning Circle 10000 UNIVERSITY OF SAN DIEGO 5998 ALCALA PARK SAN DIEGO CA 92110 N/A PC Joan B. Kroc School of Peace Studies scholarship fund honoring Dean Marquez 5000 221000 14 305 14 4401 18 2269 6975 6975 false false false false false false false false false false ADOBE SYSTEMS, INC 1539 1790 ADVANCED MICRO DEVICES INC 639 884 AGNICO EAGLE MINES LTD 1748 1920 ALLEGHENY TECH 278 318 ALPHABET INC CL A 2878 3911 AMAZON COM 4528 6078 APPFOLIO INC CLASS A 728 693 APPLE INC 3859 4813 APPLIED MATERIALS INC 157 162 ARISTA NETWORKS 377 471 BERKSHIRE HATHAWAY INC. CLASS 2144 2140 BLACKROCK INC 705 812 BLACKSTONE SEC LENDING 1326 1382 BOEING CO 986 1043 BROADCOM INC 628 1116 CAMECO CORPORATION 176 172 CATERPILLAR INC 1413 1478 CELSIUS HLDGS INC 1727 1636 CHEVRON CORP 1472 1342 CLEARWATER ANALYTICS HOLDINGS, 492 501 COSTCO WHOLESALE CORPORATION 2077 2640 CRINETICS PHARMACEUTICALS INC 638 996 CYTOKINETICS INC 422 417 DELL TECHNOLOGIES INC CLASS C 566 612 DOORDASH ORD SHS CLASS A 188 198 DRAFTKINGS INC 1517 1551 EATON CORP PLC 1699 1927 ELI LILLY & CO 1372 2332 ENOVIX CORP 505 413 EXPEDIA INC 1671 1670 FIRST SOLAR INC 1039 1034 FREEPORT-MCMORAN COPPER & GOLD 520 596 GALLAGHER ARTHUR J & CO 375 450 GENERAL ELECTRIC CO 127 128 HUBSPOT INC 479 581 INTUIT 1032 1250 ISHARES BARCLAYS 0-5 YR TIPS 6446 6408 ISHARES BARCLAYS 1-3 YEAR TREA 4044 4102 ISHARES SHORT TERM CORPORATE B 2501 2564 ISHARES TR S & P MIDCAP 400 IN 2795 2772 ISHARESLEHMAN 7-10YR 1103 1157 JFROG 1198 1211 JP MORGAN CHASE 1432 1701 JP MORGAN ULTRA SHORT INCOME E 12570 12558 JPMORGAN NASDAQ EQUITY PREMIUM 2356 2497 LINDE PLC COM 2465 2875 MCKESSON CORP 772 926 MERCK & CO INC 1312 1308 META PLATFORMS INC 2247 3186 MICRON TECHNOLOGY 1839 1877 MICROSOFT CORP 10032 13161 MONGODB INC CL A 1447 1635 NETFLIX INC 379 487 NEWMONT GOLDCORP CORPORATION 50 41 NVIDIA CORP 4570 7924 O'REILLY AUTOMOTIVE INC 2588 2850 ON HOLDING ORD SHS CLASS A 607 539 ORACLE CORP 854 738 PALO ALTO NETWORKS INC 635 885 PARKER HANNIFIN CP 1219 1382 PINTEREST INC 490 630 QUANTA SVCS INC 1539 1726 REGENERON PHARMACEUTICALS INC 839 878 RIVIAN AUTOMOTIVE INC CL A 1208 1478 ROCKET PHARMACEUTICALS INC 574 539 SAIA, INC 1488 1753 SALESFORCE.COM 867 1316 SERVICE NOW 1225 1413 SHERWIN-WILLIAMS CO 279 312 SNOWFLAKE INC 810 995 SPOTIFY TECHNOLOGY SA 416 564 SYNOPSYS, INC 474 515 T-MOBILE US INC 1433 1443 TARGA RESOURCES CORP 510 521 TECK RESOURCES LIMITED 791 845 TJX COMPANIES INC 91 94 TOLL BROTHERS INC 1113 1233 TOTALENERGIES SE 326 337 TPG SPECIALTY LENDING INC 2074 2160 UBER 5365 9851 UNITEDHEALTH GROUP INC 1060 1053 VANGUARD SMALL-CAP GROWTH ETF 4126 4110 VISA INC 2017 2604 VULCAN MATERIALS CO 1944 2043 WAL-MART STORES INC 1768 1734 WAYFAIR INC 64 62 XPO LOGISTICS INC 725 876 ZILLOW GROUP, INC (CL C) 820 810 ZOETIS INC 701 789 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 $221,000. This amount represents 25% or more of the Foundation's net assets of $385,810 (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 10131 10131 Bank Charges 2 2 Foundation Dues & Memberships 750 750 Postage/Delivery Service 43 43 State or Local Filing Fees 25 25 Investment Management Services 1379 1379 990-PF Extension for 2022 100 Foreign Tax Paid 26 26