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 923620536 Caroline K Barber Foundation % Foundation Source CARO 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 CAROLINE BARBER PRESIDENT 8008391754 2024-07-09 true CAROLINE BARBER 999009999 true Jeffrey D Haskell P01345770 8008391754 2023 2023-04-26 12:10:37Z X 262146 X 259483 3523 3523 2128 2128 -2031 237781 118343 263103 123994 0 15 15 1700 6218 6218 7933 15 6218 0 0 7933 15 6218 255170 123979 108087 108087 147083 154059 0 255170 262146 0 0 X 255170 0 255170 0 255170 0 255170 255170 255170 Publicly-traded Securities 237781 119438 118343 118343 118343 1723 1723 1723 1700 0 100 1800 X 0 77 77 false false false false false false false true true DE true false true 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 Caroline K Barber Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 1.0 0 0 0 Leayah Cleary Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 0 0 0 Alexandra Machinist Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec, Treas 1.0 0 0 0 0 0 0 0 0 0 0 0 0 0 1723 1723 0 0 0 6218 0 0 0 0 6218 0 2021 2020 2019 6218 0 6218 0 0 6218 0 6218 6218 NONE X 14 3523 14 2128 18 -2031 3620 3620 false false false false false false false false false false X X 1 Bodman Diane 4913 Olmos St El Paso TX 79922 259483 X 1 CHEVRON CORP CVX, 1650 sh. 259483 2023-06-30 CHEVRON CORP 23589 22374 FIDELITY 500 INDEX FUND 38490 41621 FIDELITY INTERNATL INDEX INSTL 3506 3740 JPMORGAN BETA BUILDERS EUROPE 2005 2207 JPMORGAN BETABUILDERS CANADA E 2523 2757 JPMORGAN BETABUILDERS DEVELOPE 2002 2178 JPMORGAN BETABUILDERS JAPAN ET 3543 3676 SIX CIRCLES CREDIT OPPORTUNITI 1995 2078 SIX CIRCLES GLOBAL BOND FUND 7966 8397 SIX CIRCLES INTERNATIONAL UNCO 9007 9657 SIX CIRCLES US UNCONSTRAINED E 13981 15102 VANGUARD DIVIDEND APPRECIATION 24297 25561 VANGUARD INTERMEDIATE TERM COR 3147 3251 VANGUARD MORTGAGE-BACKED SEC I 1012 1066 VANGUARD TOTAL BOND MARKET ETF 3068 3236 VANGUARD TOTAL INTL BD IDX ETF 6952 7158 Administrative Fees 2218 2218 Administrative Set-Up Fee 4000 4000 Investment Management Services 15 15 Bodman Diane 4913 Olmos St El Paso TX 79922 990-PF Estimated Tax for 2023 1700