2024-07-25T09:27:48-05:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 843131321 Jack Yanoff Family Foundation % Foundation Source JACK 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 KAREN KATZ PRESIDENT 8008391754 2024-07-23 true KAREN KATZ 999009999 true Jeffrey D Haskell P01345770 8008391754 2023 2023-04-26 12:10:37Z X 7979728 X 0 X 15838 15838 143483 143483 193773 674256 238871 221 319 353315 398511 0 56186 56186 3690 28039 172 27518 87915 56358 27518 355000 355000 442915 56358 382518 -89600 342153 444913 187140 187140 5512461 5684959 7751657 9852 5527 40931 5967226 5877626 7979728 0 0 X 5967226 5877626 5967226 5877626 5967226 5877626 5967226 -89600 5877626 5877626 Publicly-traded Securities 674256 435023 239233 239233 Passthrough K1 Capital Gain/(Loss) -362 238871 4756 4756 4756 1900 0 2900 4800 X 2 42 42 false false false false false false false 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 Ellen Kahn Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Beatrice Katz Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec, CEO 1.0 0 0 0 Karen Katz Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 10.0 0 0 0 Wells Fargo 770 TAMALPAIS DR STE 220 CORTE MADERA CA 94925 Investment MGMT 56186 7254384 437897 0 7692281 0 7692281 115384 7576897 378845 378845 4756 4756 374089 374089 374089 382518 0 0 0 0 382518 374089 375418 2021 2020 2019 382518 375418 7100 0 0 366989 0 0 NONE X BREAST CANCER PREVENTION PARTNERS 1388 SUTTER ST STE 400 SAN FRANCISCO CA 94109 N/A PC General & Unrestricted 25000 CONGREGATION RODEF SHOLOM OF MARIN 170 N SAN PEDRO RD SAN RAFAEL CA 94903 N/A PC General & Unrestricted 50000 GREENLIGHT CLINIC 336 BON AIR CENTER STE 511 GREENBRAE CA 94904 N/A PC General & Unrestricted 40000 HAWAII COMMUNITY FOUNDATION 827 FORT ST MALL HONOLULU HI 96813 N/A PC Maui Strong Disaster Relief Fund 20000 HEBREW FREE LOAN ASSOCIATION OF SAN FRANCISCO 131 STEUART ST STE 520 SAN FRANCISCO CA 94105 N/A PC General & Unrestricted 25000 HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE 33 BANBURY DR SAN FRANCISCO CA 94132 N/A PC General & Unrestricted 10000 JEWISH COMMUNITY CENTER OF SAN FRANCISCO 3200 CALIFORNIA ST SAN FRANCISCO CA 94118 N/A PC General & Unrestricted 10000 JEWISH COMMUNITY FEDERATION OF S F MARIN PENINSULA 121 STEUART ST SAN FRANCISCO CA 94105 N/A PC 2023 Israel Emergency Fund 25000 JEWISH COMMUNITY RELATIONS COUNCIL OF SAN FRANCISC 121 STEUART ST STE 301 SAN FRANCISCO CA 94105 N/A PC General & Unrestricted 35000 JEWISH FAMILY & CHILDRENS SERVICES 2150 POST ST SAN FRANCISCO CA 94115 N/A PC JFCS Israel Emergency Fund 25000 JEWISH FAMILY & CHILDRENS SERVICES 2150 POST ST SAN FRANCISCO CA 94115 N/A PC General & Unrestricted 25000 MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH GRAND CENTRAL STA PO BOX 4777 NEW YORK NY 10163 N/A PC General & Unrestricted 10000 REDWOOD EMPIRE FOOD BANK 3990 BRICKWAY BLVD SANTA ROSA CA 95403 N/A PC General & Unrestricted 30000 THE JEWISH HOME AND SENIOR LIVING FOUNDATION 302 SILVER AVE SAN FRANCISCO CA 94112 N/A PC General & Unrestricted 25000 355000 14 15838 14 143483 18 193773 K-1 Inc/Loss 525990 -98 14 319 -98 353413 353315 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. AMAZON COM 97470 100280 AMERICAN ELECTRIC POWER INC 52925 53605 APPLE INC 275589 690605 BRANDYWINEGLOBAL CORPORATE CRE 100000 105668 CISCO SYSTEMS INC 46208 55521 CITIGROUP INC 15010 15381 CVS CAREMARK CORP 43993 56693 EXXON MOBIL CORP 28568 71786 FIRST TRUST DORSEY WRIGHT FOCU 324814 551430 GEN DYNAMICS CP 46033 82575 GOLDMAN SACHS GROUP 35087 68667 HOME DEPOT INC 82801 110549 INVESCO DWA SMALLCAP MOMENTUM 400110 378647 ISHARES TR S & P MIDCAP 400 IN 273600 277150 JOHNSON & JOHNSON 70527 77430 JP MORGAN CHASE 68196 120431 LOCKHEED MARTIN CORP 46271 55295 LORD ABBETT INVESTMENT TRUST S 185486 182419 MERCK & CO INC 81862 117851 MICROSOFT CORP 112337 206070 NAME SYMBOL CUSIP /SEDOL F 183205 183109 NEXTERA ENERGY, INC 57013 53208 PEPSICO INC 25807 32270 PIMCO INCOME FUND 300000 313165 PROCTER GAMBLE CO 56985 65650 PRUDENTIAL SHORT-TERM CORPOROR 182837 185242 SIMON PPTY GROUP INC 41647 92573 SOUTHERN CO 16962 21948 STARBUCKS CORP COM 87999 106763 TARGET CORPORATION 66086 70213 UNITEDHEALTH GROUP INC 54961 95818 VANGUARD DIVIDEND APPRECIATION 273745 410834 VANGUARD MID-CAP ETF 271645 255904 VANGUARD TOTAL STOCK MARKET ET 1270898 2054325 WELLS FARGO CORE PLUS BOND FUN 125000 134216 WESTERN ASSET ADJUSTABLE RATE 183282 188813 WESTERN ASSET CORPORATE BOND F 100000 109553 ENERGY TRANSFER LP 5527 40931 Administrative Fees 27360 27360 K-1 Exp ENERGY TRANSFER LP 521 172 Postage/Delivery Service 58 58 State or Local Filing Fees 100 100 K-1 Inc/Loss ENERGY TRANSFER LP 221 319 Investment Management Services 56186 56186 990-PF Estimated Tax for 2023 1900 990-PF Extension for 2022 1790