2024-06-20T11:25:11-05:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 276565175 CGLC Charitable Trust % Foundation Source CGLC 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 DALE ROSENBLOOM TRUSTEE 8008391754 2024-05-30 true DALE ROSENBLOOM 999009999 true Jeffrey D Haskell P01345770 8008391754 2023 2023-04-26 12:10:37Z X 2227210 X 0 X 4442 4442 61421 61421 8228 200012 8228 74091 74091 0 7779 7779 1135 17594 17594 26508 7779 17594 463000 463000 489508 7779 480594 -415417 66312 327909 85909 85909 1801813 1628396 1891926 265000 265000 249375 2394722 1979305 2227210 0 0 X 2394722 1979305 2394722 1979305 2394722 1979305 2394722 -415417 1979305 1979305 Publicly-traded Securities 200012 191784 8228 8228 8228 922 922 922 900 0 22 922 X 0 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 Dale C Rosenbloom Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee, Pres 1.0 0 0 0 1919796 200327 249375 2369498 0 2369498 35542 2333956 116698 116698 922 922 115776 115776 115776 480594 0 0 0 0 480594 115776 2021 2020 2019 647073 829606 718239 339685 654511 3189114 480594 115776 364818 3553932 0 647073 2906859 829606 718239 339685 654511 364818 NONE X A PLACE CALLED HOME 2830 S CENTRAL AVE LOS ANGELES CA 90011 N/A PC General & Unrestricted 50000 AHA FOUNDATION INC 5237 RIVER RD STE 333 BETHESDA MD 20816 N/A PC General & Unrestricted 5000 BROADWAY BARKS INC 11100 SANTA MONICA BL STE 400 LOS ANGELES CA 90025 N/A PC General & Unrestricted 5000 BROADWAY CARES-EQUITY FIGHTS AIDS INC 165 WEST 46TH ST 1300 NEW YORK NY 10036 N/A PC General & Unrestricted 10000 DIABETES RESEARCH INSTITUTE FOUNDATION INC 200 SOUTH PARK ROAD STE 100 HOLLYWOOD FL 33021 N/A PC General & Unrestricted 10000 DONORSCHOOSE ORG 134 W 37TH ST 11TH FL NEW YORK NY 10018 N/A PC General & Unrestricted 10000 EARTH WAYS FOUNDATION INC 20178 ROCKPORT WAY MALIBU CA 90265 N/A PC Earthway's EQuip Our Kids Project 10000 FEEDING AMERICA 161 N CLARK ST SUITE 700 CHICAGO IL 60601 N/A PC Hawaii Wildfires disaster response 10000 FOOD ON FOOT INC 7119 W SUNSET BLVD 290 LOS ANGELES CA 90046 N/A PC General operating support fund 10000 FRIENDS OF UNITED HATZALAH INC 442 5TH AVE STE 1866 NEW YORK NY 10018 N/A PC General & Unrestricted 10000 FULFILLMENT FUND 1150 S OLIVE ST STE 2050 LOS ANGELES CA 90015 N/A PC Funding to help Fulfillment Fund students reach their fullest potential and achieve their education and career goals 50000 HEARTGIFT FOUNDATION 3310 W BRAKER LN STE 300-704 AUSTIN TX 78758 N/A PC General & Unrestricted 10000 ICA LA 1717 E 7TH ST LOS ANGELES CA 90021 N/A PC Charitable Event 8000 ICA LA 1717 E 7TH ST LOS ANGELES CA 90021 N/A PC Nucleus Fund 25000 ITREK INC 1460 BROADWAY NEW YORK NY 10036 N/A PC General & Unrestricted 5000 NATIONAL ECZEMA ASSOCIATION 505 SAN MARIN DR STE 300B NOVATO CA 94945 N/A PC General & Unrestricted 10000 PARENTS FOR PEACE PO BOX 470658 BROOKLINE MA 02445 N/A PC General & Unrestricted 5000 PLAN INTERNATIONAL USA INC 275 PROMENADE ST PROVIDENCE RI 02908 N/A PC Youth Leadership Academy (YLA) 25000 PRESIDENT AND FELLOWS OF HARVARD COLLEGE Harvard OFC OF FINANCIAL SERVICES BOSTON MA 02115 N/A PC Rosenbloom Gut Microbiome Seed Fund 100000 RACE TO ERASE MS 1875 CENTURY PARK E STE 980 LOS ANGELES CA 90067 N/A PC Charitable Event 10000 THE FOUNDATION FOR AIDS RESEARCH 120 WALL ST 13TH FLOOR NEW YORK NY 10005 N/A PC General operating support fund 10000 THE RAPE FOUNDATION 1223 WILSHIRE BLVD NO 410 SANTA MONICA CA 90403 N/A PC The Rape Foundation Campaign 5000 THE UCLA FOUNDATION PO BOX 7145 PASADENA CA 91109 N/A PC WOW 2023: The Mental Health Summit 10000 UNIVERSITY OF SOUTHERN CALIFORNIA - DAVIS SCHOOL O 3715 MCCLINTOCK AVE STE 110 LOS ANGELES CA 90089 N/A PC General & Unrestricted 10000 VARIETY THE CHILDRENS CHARITY OF ST LOUIS 11840 WESTLINE IND DR STE 220 ST LOUIS MO 63146 N/A PC Charitable Event 50000 463000 14 4442 14 61421 18 8228 74091 74091 false false false false false false false false false false DFA DIMENSIONAL INTERNATIONAL 30759 32821 DIMENSIONAL ETF TRUST EMGR 32234 31464 DOUBLELINE TOTAL RETURN BOND 207534 195476 FLEXSHARES GLOBAL UPSTREAM NAT 57453 49427 FPA NEW INCOME FUND CLASS A 193495 195315 ISHARES RUSSELL 2000 55839 72657 RISK PARITY ETF 288223 281306 SCHWAB US TIPS 120655 111395 SPDR S&P 500 ETF TRUST 388118 619803 VANGUARD FTSE DEVELOPED MARKET 30781 32620 VANGUARD FTSE EMERGING MARKETS 31791 29921 VANGUARD MID-CAP ETF 136998 179133 WORLD GOLD TRUST SPDR GOLD MIN 54516 60588 BLACKSTONE REAL ESTATE INCOME 265000 249375 Administrative Fees 17519 17519 State or Local Filing Fees 75 75 Investment Management Services 7779 7779 990-PF Estimated Tax for 2023 900 990-PF Excise Tax for 2022 235