2024-11-11T07:17:43-06:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 883733816 Culley Carlson Foundation % Foundation Source CULL 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 ERIN CULLEY PRESIDENT 8008391754 2024-11-04 true true Jeffrey D Haskell P01345770 8008391754 2023 2024-10-15 13:58:12Z X 299140 X 310000 154 154 0 310154 154 0 4476 0 0 4476 9305 9305 8538 1801 6737 22319 1801 0 20518 33200 33200 55519 1801 0 53718 254635 0 44505 242908 242908 56232 56232 44505 299140 299140 0 0 X 44505 299140 44505 299140 44505 299140 44505 254635 299140 299140 0 0 0 0 0 0 false false false false false false true true true DE true false false false false true Foundation Source 8008391754 55 WALLS DRIVE FL 3 Fairfield CT 06824 false false false false true false false false false false false false false false false false true false false true false false false false Richard Carlson Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Erin Culley Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres, Sec, Treas 1.0 0 0 0 OPTIMIZED FOODS, INC PRI - TO PREVENT CRUELTY TO ANIMALS AND/OR STEWARDSHIP OF THE ENVIRONMENT 25000 THE GREEN SHOOT INST. LTD PRI - TO SUPPORT SHIFTS IN GLOBAL FOOD SYSTEMS TOWARD HEALTHY, NON-ANIMAL SOURCES THAT ALSO REDUCE DELETERIOUS EFFECTS ON OUR ENVIRONMENT 31232 56232 0 79957 0 79957 0 79957 1199 78758 3938 3938 0 0 3938 3938 3938 53718 56232 0 0 0 109950 3938 5219 5219 109950 3938 106012 111231 0 111231 5219 106012 Richard Carlson X ACHIEVEMENT REWARDS FOR COLLEGE SCIENTISTS FOUNDAT 3104 E CAMELBACK RD PMB 975 PHOENIX AZ 85016 N/A PC General & Unrestricted 8500 ANIMAL PLACE PO BOX 1118 GRASS VALLEY CA 95945 N/A PC Rescue Medical Fund 5000 ANIMAL PLACE PO BOX 1118 GRASS VALLEY CA 95945 N/A PC General & Unrestricted 3000 CITIZENS FOR LOS ANGELES WILDLIFE INC 12444 VENTURA BLVD STE 205 STUDIO CITY CA 91604 N/A PC General & Unrestricted 1000 CROSSING GUARDIANS PO BOX 210505 CHULA VISTA CA 91921 N/A PC General & Unrestricted 2000 HUMANE AMERICA ANIMAL FOUNDATION 310 N INDIAN HILL BLVD 800 CLAREMONT CA 91711 N/A PC General & Unrestricted 5000 KAUAI SPCA PO BOX 1018 KILAUEA HI 96754 N/A PC General & Unrestricted 5000 LOS ANGELES S P C A 5026 W JEFFERSON BLVD LOS ANGELES CA 90016 N/A PC To sponsor three TLC students to attend SPCALA's summer camp 1200 PACIFIC WILDLIFE CARE PO BOX 1134 MORRO BAY CA 93443 N/A PC General & Unrestricted 1500 TAIL WAGGERS INN 560 NE F ST BOX A127 GRANTS PASS OR 97526 N/A PC General & Unrestricted 1000 33200 14 154 154 154 false false false false false false false false false false X X 1 Carlson Richard 1920 N Main St Los Angeles CA 90031 310000 X The Green Shoot Inst Ltd 25 Lavington Street London UK SET 1 ONZ 2023-10-27 31232 PRI INVEST-SEE GENERAL EXPLANATION FOR PURPOSE & ADDTL DETAILS RE AMT EXPENDED & LACK OF DIVERSION NO See General Explanation for Report Dates THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. Optimized Foods Inc 3701 El Segundo Ave Davis CA 95618 2023-04-11 25000 PRI INVEST-SEE GENERAL EXPLANATION FOR PURPOSE & ADDTL DETAILS RE AMT EXPENDED & LACK OF DIVERSION NO See General Explanation for Report Dates THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. FORM 990-PF, PART VI-B, LINE 5D - EXPENDITURE RESPONSIBILITY FORM 990-PF, PART VI-B, LINE 5D - EXPENDITURE RESPONSIBILITY PRI RECIPIENT: The Green Shoot Inst. Ltd DATE AND AMOUNT OF PRI: 10/27/2023 $31,232 PURPOSE OF PRI: To support shifts in global food systems toward healthy, non-animal food sources that also reduce deleterious effects on our environment relative to traditional animal-based food sources. REPORTS OF AMOUNTS EXPENDED: RECIPIENT HAS SUBMITTED A FULL AND COMPLETE FINANCIAL REPORT OF THE TYPE ORDINARILY REQUIRED BY COMMERCIAL INVESTORS UNDER SIMILAR CIRCUMSTANCES AND A STATEMENT THAT IT HAS COMPLIED WITH THE TERMS OF THE INVESTMENT FOR ITS FISCAL YEARS INDICATED BELOW: DATE OF REPORT: 9/19/2024 FOR FYE 12/31/2023 THIS INVESTMENT REMAINED ON THE FOUNDATION'S BOOKS AS OF 12/31/2023. DIVERSIONS: TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED TO ANY ACTIVITY OTHER THAN THE ACTIVITY FOR WHICH THE INVESTMENT WAS ORIGINALLY MADE. FORM 990-PF, PART VI-B, LINE 5D - EXPENDITURE RESPONSIBILITY FORM 990-PF, PART VI-B, LINE 5D - EXPENDITURE RESPONSIBILITY PRI RECIPIENT: Optimized Foods, Inc. DATE AND AMOUNT OF PRI: 04/11/2023 $25,000 PURPOSE OF PRI: To prevent cruelty to animals and/or stewardship of the environment. REPORTS OF AMOUNTS EXPENDED: RECIPIENT HAS SUBMITTED A FULL AND COMPLETE FINANCIAL REPORT OF THE TYPE ORDINARILY REQUIRED BY COMMERCIAL INVESTORS UNDER SIMILAR CIRCUMSTANCES AND A STATEMENT THAT IT HAS COMPLIED WITH THE TERMS OF THE INVESTMENT FOR ITS FISCAL YEARS INDICATED BELOW: DATE OF REPORT: 2/16/2024 FOR FYE 12/31/2023 THIS INVESTMENT REMAINED ON THE FOUNDATION'S BOOKS AS OF 12/31/2023. DIVERSIONS: TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED TO ANY ACTIVITY OTHER THAN THE ACTIVITY FOR WHICH THE INVESTMENT WAS ORIGINALLY MADE. 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 $33,200. This amount represents 25% or more of the Foundation's net assets of $44,505 (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. Document Review/Drafting 3788 3788 General Consultations 688 688 PRI - OPTIMIZED FOODS, INC 25000 25000 PRI - THE GREEN SHOOT INST LTD 31232 31232 Administrative Fees 6712 6712 Foundation Dues & Memberships 1801 1801 State or Local Filing Fees 25 25