2024-08-15T22:33:39-05:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 464316787 Westhaver Foundation % Foundation Source WEST 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 mona westhaver trustee 8008391754 2024-08-11 true true Jeffrey D Haskell P01345770 8008391754 2023 2024-08-08 14:25:15Z X 898783 X 0 X 3296 3296 22965 22965 -7193 370813 0 251 -2 19319 26259 0 7707 7707 6809 9 5897 3 5894 20413 7719 5894 25000 25000 45413 7719 30894 -26094 18540 29525 30393 30393 877448 852177 868390 1691 908664 882570 898783 0 0 X 908664 882570 908664 882570 908664 882570 908664 -26094 882570 882570 Publicly-traded Securities 370813 377727 -6914 -6914 Sec 751 Gain on Sale of Ptshp Reclass 279 -279 -279 -7193 258 258 258 5 0 300 305 47 47 false false false false false false false true true OR 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 Mona L Westhaver Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 793442 72297 0 865739 0 865739 12986 852753 42638 42638 258 258 42380 42380 42380 30894 0 0 0 0 30894 42380 18536 2021 2020 2019 30894 18536 12358 0 0 30022 0 0 Mona L Westhaver X AMERICAN RED CROSS 7445 PAN AMERICAN W FWY NE ALBUQUERQUE NM 87109 N/A PC Hawaii Wild Fires 3000 AMERICARES FOUNDATION INC 88 HAMILTON AVE STAMFORD CT 06902 N/A PC Fire Disaster in Hawaii 2000 AMERICARES FOUNDATION INC 88 HAMILTON AVE STAMFORD CT 06902 N/A PC General & Unrestricted 8000 CASA FOR CHILDREN INC 1401 NE 68TH AVE PORTLAND OR 97213 N/A PC General & Unrestricted 4000 OHSU FOUNDATION 1121 SW SALMON ST PORTLAND OR 97205 N/A PC OHSU Brain Institute 8000 25000 14 3296 14 22965 18 -7193 K-1 Inc/Loss 525990 -26 14 -2 Sec 751 Gain on Sale of Ptshp 525990 279 253 19066 19319 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. ABBOTT LABS 3294 3192 ABBVIE INC 4291 4339 ACCENTURE PLC 3603 4211 ALBEMARLE CP 3812 2456 ALPHABET INC CL A 4719 5308 AMERICAN CENTURY SMALL CAP VAL 17856 17622 AMERICAN TOWER REIT INC 4814 4102 AMGEN INC 3432 4032 ANALOG DEVICES INC 1667 1787 ANGEL OAK MULTI-STRATEGY INCOM 58241 51968 APPLE INC 7576 8664 ARTISAN HIGH INCOME FUND CL IN 28100 26959 BANK OF AMERICA CORP 3208 2963 BEST BUY INC 1547 1644 BLACKROCK INC 4546 5683 CATERPILLAR INC 1267 2070 CISCO SYSTEMS INC 2338 2273 CLEARBRIDGE INTERNATIONAL GROW 43340 43240 CME GROUP, INC 2396 2738 COMCAST CORP 4640 4385 CONOCOPHILLIPS 1358 1741 DEERE CO 1920 2399 GILEAD SCIENCES INC 1038 1377 HOME DEPOT INC 3103 3466 HONEYWELL INTL 3930 4404 ISHARES BARCLAYS US AGGREGATE 111209 104013 ISHARES MSCI EAFE VALUE INX 35831 43139 ISHARES S&P 500 INDEX FD 58069 61614 ISHARES TRUST RUSSELL MIDCAP I 76842 84104 JP MORGAN CHASE 3158 4423 L3HARRIS TECHNOLOGIES 3288 3581 LINDE PLC COM 1739 2054 MAGNA INTERNATIONAL INC 2419 2363 MARATHON PETROLEUM CORP 1401 2374 MASTERCARD INC 2161 2559 MEDTRONIC PLC 3982 3789 MICROSOFT CORP 7880 10529 MONDELEZ INTERNATIONAL INC 2501 2897 MORGAN STANLEY 3654 4196 NEUBERGER BERMAN FUNDS 17867 17619 NEXTERA ENERGY, INC 2700 2065 PFIZER INC 2815 1526 PGIM TOTAL RETURN BOND FUND CL 102799 103830 PROLOGIS 3068 3066 QUALCOMM INC 2617 2603 SCHWAB US REIT 13977 13482 STARBUCKS CORP COM 2362 2688 STONE RIDGE HIGH YIELD REINSUR 35712 35712 T. ROWE PRICE MID-CAP GROWTH F 30829 30981 TARGET CORPORATION 3297 3133 TEXAS INSTRUMENTS INC 4135 4262 UNITED PARCEL SERVICE 1896 1887 UNITEDHEALTH GROUP INC 3086 3159 VANGUARD FTSE EMERGING MARKETS 26247 27373 VANGUARD GLOBAL EX-US REAL EST 13322 13586 VANGUARD MID CAP VALUE INDEX A 30407 31049 VICTORY TRIVALENT INTERNATIONA 21426 21545 VISA INC 3445 4166 Administrative Fees 5563 5563 Bank Charges 3 3 State or Local Filing Fees 331 331 K-1 Inc/Loss ENTERPRISE PRODUCTS PARTNERS LP -28 -2 Sec 751 Gain on Sale ENTERPRISE PRODUCTS PARTNERS 279 Investment Management Services 7707 7707 990-PF Extension for 2022 6800 Foreign Tax Paid 9 9