2024-08-29T13:34:25-05:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 844255782 Ben and Sheila Plotkin Family Foundation % Foundation Source BENA 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 ben plotkin president 8008391754 2024-08-21 true true Jeffrey D Haskell P01345770 8008391754 2023 2024-08-08 14:25:15Z X 2439104 X 218860 9004 9004 46420 46420 135024 1517273 414395 409308 469819 0 9323 9323 14810 74 13572 2 13570 37705 9399 13570 225000 225000 262705 9399 238570 146603 460420 729569 428447 428447 1094235 1547579 1788222 238493 238493 222435 2062297 2214519 2439104 5619 0 5619 X 2062297 2208900 2062297 2208900 2062297 2214519 2062297 146603 2208900 2208900 Publicly-traded Securities 1517273 1102878 414395 414395 414395 6400 6400 6400 3800 0 2800 6600 X 0 200 200 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 Ben Plotkin Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres, Sec, Treas 1.0 0 0 0 Sheila Plotkin Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 0 0 0 1936390 295023 0 2231413 0 2231413 33471 2197942 109897 109897 6400 6400 103497 103497 103497 238570 0 0 0 0 238570 103497 2021 2020 2019 36976 38298 75274 238570 103497 135073 210347 0 210347 36976 38298 135073 Ben Plotkin Sheila Plotkin X AMERICAN JEWISH COMMITTEE 165 E 56TH ST 6TH FL NEW YORK NY 10022 N/A PC PROJECT INTERCHANGE AND GENERAL & UNRESTRICTED 125000 AMERICAN JEWISH COMMITTEE 165 E 56TH ST 6TH FL NEW YORK NY 10022 N/A PC ISRAEL EMERGENCY CAMPAIGN 100000 225000 14 9004 14 46420 18 135024 190448 190448 false false false false false false false false false false X X 1 Plotkin Ben 225 Regatta Drive Jupiter FL 33477 218860 X 1 ARES MANAGEMENT CORPORATION ARES, 2000 sh. 218860 2023-11-28 CITIGROUP INC BOND PERPETUAL - 78187 75188 JPMORGAN CHASE AND CO. PERPETU 160306 147247 ABBOTT LABS 10141 11007 ADOBE SYSTEMS, INC 25658 41165 ADVANCED MICRO DEVICES INC 11979 14741 ALPHABET INC CL A 25628 31570 ALPHABET INC CL C 13827 14093 AMAZON COM 14314 15194 AMDOCS LIMITED 17057 21533 AMGEN INC 26652 34274 BANK OF AMERICA CORP 3015 3367 BRISTOL-MYERS SQUIBB CO 6198 5131 CANADIAN NATL RAILWAY CO 22521 25880 CISCO SYSTEMS INC 29724 33293 CITIGROUP INC 4347 5144 COGNIZANT TECHNOLOGY SOLUTIONS 22578 21526 CVS CAREMARK CORP 7378 7896 DELTA AIR LINES INC 4331 4023 DU PONT DE NEMOURS 7528 7693 EBAY INC 8479 7241 EMERSON ELECTRIC CO 9555 9733 EXELON CORPORATION 3964 3590 EXONE CO 84797 84925 EXXON MOBIL CORP 11791 9998 GILEAD SCIENCES INC 8016 8101 GLOBAL X URANIUM 29536 31484 HENRY JACK & ASSOC INC 11393 11929 HENRY SCHEIN INC 16973 19306 HONEYWELL INTL 21954 22229 HORMEL FOODS CP 27947 19812 HUNT J B 22680 33756 INTEL CORP 32932 43265 INVESCO ETF TR SP MIDCAP QUALI 110682 130137 INVESCO OPTIMUM YIELD DIVERSIF 35488 31960 ISHARES BARCLAYS 10-20 YEAR TR 41318 47851 ISHARES DEC 2024 TERM CORPORAT 39627 40155 ISHARES IBONDS DEC 2024 TERM 69292 71223 ISHARES US AEROSPACE AND DEFEN 7920 9622 LABCORP HLDGS INC (LABORATORY 4045 25456 MEDTRONIC PLC 8244 8238 MERCK & CO INC 10897 10902 MICROCHIP TECHNOLOGY INC 9144 9018 MICRON TECHNOLOGY 8160 8534 MICROSOFT CORP 22497 39108 MONDELEZ INTERNATIONAL INC 7107 7243 MORGAN STANLEY 8614 9325 ORACLE CORP 34484 48287 PACER US SMALL CAP CASH COWS 1 77612 95772 PAYPAL HOLDINGS, INC 6077 6141 PEPSICO INC 28076 33458 QUALCOMM INC 12979 14463 RAYTHEON TECHNOLOGIES CORP 8596 8414 SELECT SECTOR SPDR ENERGY FUND 9048 9139 SELECT SECTOR SPDR INDUSTRIAL 9735 11285 SNAP ON INC 11359 19641 SOUTHERN CO 6802 7012 SPDR DJ MID CAP GRWT 84023 96858 SPDR DJ SMALLCAP GRW 43690 50178 SPDR S&P 400 MID CAP VALUE ETF 60198 67730 SPDR S&P 500 GROWTH 12639 16200 SPDR S&P 500 VALUE 25096 30962 SPDR S&P METALS & MINING ETF 13379 14778 THE COCA-COLA CO 6048 5893 THE HERSHEY COMPANY 21844 25542 TJX COMPANIES INC 26742 38462 VALERO ENERGY CORP 12320 13000 VANGUARD CORP BOND ETF LONG TE 33004 38953 VERIZON COMMUNICATIONS 3342 3770 WAL-MART STORES INC 28472 30742 WALT DISNEY HOLDINGS CO 8787 9029 WELLS FARGO & CO 4288 4922 WESTERN DIGITAL CORP 4167 5237 WORLD GOLD TRUST SPDR GOLD MIN 28844 30683 Administrative Fees 13545 13545 Bank Charges 2 2 State or Local Filing Fees 25 25 OUTSTANDING OPTIONS 5619 Investment Management Services 9323 9323 990-PF Estimated Tax for 2023 3800 990-PF Excise Tax for 2022 10936 Foreign Tax Paid 74 74