2025-10-02T07:47:03-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 461547265 The Corley Legacy Foundation % Foundation Source CORL 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Thomas Corley President 8008391754 2025-09-24 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 664015 X 319773 14 14 6131 6131 44431 160961 44431 370349 50576 0 3009 3009 112 12 13414 1 13413 16535 3022 13413 71000 71000 87535 3022 84413 282814 47554 0 13571 5500 5500 6853 9989 9998 214530 509600 600229 57876 50555 48288 292830 575644 664015 0 0 X 292830 575644 292830 575644 292830 575644 292830 282814 575644 575644 Publicly-traded Securities 160961 116530 44431 44431 44431 661 661 661 42 0 700 742 X 0 81 81 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 Lisa M Corley Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec 1.0 0 0 0 Thomas J Corley Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir 1.0 0 0 0 386751 7140 0 393891 0 393891 5908 387983 19399 19399 661 661 18738 18738 18738 84413 0 0 0 0 84413 18738 104458 40735 40138 27742 35193 248266 84413 18738 65675 313941 0 104458 209483 40735 40138 27742 35193 65675 Lisa M Corley Thomas J Corley X A PRECIOUS CHILD INC 7051 W 118TH AVE BROOMFIELD CO 80020 N/A PC General & Unrestricted 15000 CHILDRENS DIABETES FOUNDATION PO BOX 29650 DEPT 880505 PHOENIX CO 85038 N/A PC General & Unrestricted 7000 CHILDRENS DIABETES FOUNDATION PO BOX 29650 DEPT 880505 PHOENIX CO 85038 N/A PC Charitable Event 14000 DENVER CENTER FOR THE PERFORMING ARTS 1101 13TH ST DENVER CO 80204 N/A PC Charitable Event 5000 K IIN BEH EDUCATION CENTER FOUNDATION INC 1230 MAGDALENA CT LOS ALTOS CA 94024 N/A PC Scholarship Fund for the education expenses of 5 students 10000 K IIN BEH EDUCATION CENTER FOUNDATION INC 1230 MAGDALENA CT LOS ALTOS CA 94024 N/A PC Scholarship Fund in support of 5 students for the 2024 school year 10000 MOSAIC EDUCATION INITIATIVE 7107 HOLLYWOOD BLVD LOS ANGELES CA 90046 N/A PC General & Unrestricted 10000 71000 14 14 14 6131 18 44431 50576 50576 false false false false false false false false false false X X 1 Corley Thomas J 23 Carriage Lane Cherry HIlls CO 80121 319773 X 1 AMAZON COM AMZN, 390 sh. 86223 2024-12-31 1 ABBOTT LABS ABT, 183 sh. 20708 2024-12-31 1 Airbnb ABNB, 160 sh. 21157 2024-12-31 1 ALPHABET INC CL C GOOG, 98 sh. 18759 2024-12-31 1 VISA INC V, 77 sh. 24365 2024-12-31 1 ZOETIS INC ZTS, 77 sh. 12536 2024-12-31 1 GARTNER INC IT, 20 sh. 9695 2024-12-31 1 ADOBE SYSTEMS, INC ADBE, 17 sh. 7576 2024-12-31 1 WORKDAY INC WDAY, 70 sh. 18184 2024-12-31 1 ACCENTURE PLC ACN, 66 sh. 23282 2024-12-31 1 MASTERCARD INC MA, 41 sh. 21622 2024-12-31 1 NETFLIX INC NFLX, 23 sh. 20610 2024-12-31 1 UNITEDHEALTH GROUP INC UNH, 23 sh. 11665 2024-12-31 1 SERVICE NOW NOW, 22 sh. 23391 2024-12-31 ALLY FINANCIAL - 5.750% - 11/2 2917 3016 BOYD GAMING - 4.750% - 12/01/2 2067 1934 CBS CORP - 4.000% - 01/15/2026 2837 2967 DANA INC NOTE CALL MAKE WHOLE 2170 1973 DANA INCORPORATED - 5.375% - 1 1059 986 DISNEY WALT CO SER C - 3.700% 1003 994 ELECTRONIC ARTS INC NOTE - 4.8 3311 3001 HCA INC - 5.375% - 02/01/2025 3045 3001 INGERSOL RAND LUXEMBOURG - 0.0 3059 2958 JP MORGAN CHASE - 4.600% - 12/ 2848 2987 JUNIPER NETWORKS INC - 3.750% 1964 1899 MICRON TECHNOLOGY INC - 4.975% 2179 2002 NETFLIX INC - 5.875% - 11/15/2 3316 3108 NORDSTROM INC - 4.000% - 03/15 1047 955 OSHKOSH CORP - 3.100% - 03/01/ 3188 2744 PULTEGROUP INC - 5.500% - 03/0 3175 3016 STARBUCKS CORP COM - 3.550% - 3193 2840 STEEL DYNAMICS INC SER B - 5.0 3174 2993 TITAN INTL INC IL - 7.000% - 0 2949 2937 VISA INC NOTE - 3.150% - 12/14 2054 1977 ABBOTT LABS 25036 26128 ACCENTURE PLC 24899 28143 ADOBE SYSTEMS, INC 12643 12896 AIRBNB 26329 25362 ALPHABET INC CL C 21207 27804 AMAZON COM 94538 103552 APPLE INC 8167 9766 AVALONBAY CMNTYS INC 2291 3080 BERKSHIRE HATHAWAY INC. CLASS 1581 3173 CHURCH & DWIGHT 1516 1885 COLGATE-PALMOLIVE COMPANY 1473 1818 COSTAR GROUP, INC 2102 2076 DANAHER CORP 1013 2066 DOLLAR GENERAL CORP 2097 1137 DUKE ENERGY CO 2211 2694 ELECTRONIC ARTS 2401 2780 ELI LILLY & CO 4198 4632 FIRST TRUST NASDAQ CYBERSECURI 1414 2538 GARTNER INC 10192 11627 HONEYWELL INTL 2007 2485 INVESCO DYNAMIC PHARMACEUTICAL 1687 2231 INVESCO DYNAMIC SEMICONDUCTORS 1269 3475 INVESCO S&P GLOBAL WATER INDEX 1288 1843 ISHARES MSCI USA MOMENTUM FACT 7130 12001 ISHARES MSCI USA QUALITY FACTO 8669 16561 JOHNSON & JOHNSON 2635 2603 KAYNE ANDERSON MLP INV CO 3203 4779 LABCORP HLDGS INC (LABORATORY 1354 1835 LOCKHEED MARTIN CORP 1577 1944 MARSH AND MCLENNAN COMPANIES I 1145 2337 MASTERCARD INC 25754 28961 MCDONALD'S CORP 1818 2609 MICROSOFT CORP 6523 12224 MSCI INC 4311 4800 NETFLIX INC 22594 27631 NORFOLK SOUTHERN CORP 934 1643 NOVO NORDISK A S 2222 2064 ORACLE CORP 8429 9832 PAYCHEX 1034 1823 PAYCOM SOFTWARE 2622 2870 PEPSICO INC 1946 1825 REGENERON PHARMACEUTICALS INC 562 712 REPUBLIC SVCS INC 995 2213 SELECT SECTOR SPDR ENERGY FUND 2499 2570 SELECT SECTOR SPDR UTILITIES 3078 3633 SERVICE NOW 26206 30743 SHOPIFY INC 4584 6911 SPDR S&P AEROSPACE AND DEFENSE 3581 5804 STRYKER CORPORATION 1621 2520 T-MOBILE US INC 1218 2428 THE COCA-COLA CO 2406 2864 THE HERSHEY COMPANY 2870 2371 THERMO FISHER SCIENTIFIC INC 6265 5723 UNITEDHEALTH GROUP INC 13266 14164 VANGUARD FIN ETF 3752 5904 VERIZON COMMUNICATIONS 2216 2000 VERTEX PHARMCTLS INC 643 1208 VISA INC 30041 34764 WAL-MART STORES INC 1295 2891 WALT DISNEY HOLDINGS CO 2033 2116 WASATCH EMERGING INDIA FUND 2166 1954 WASTE MANAGEMENT INC 1879 2623 WELLS FARGO ADV ULTRA SHORT TE 1152 1154 WORKDAY INC 21747 22191 YUM BRANDS INC 935 1476 ZOETIS INC 17131 17759 9989 9998 Administrative Fees 13388 13388 Bank Charges 1 1 State or Local Filing Fees 25 25 Investment Management Services 3009 3009 We respectfully request that The Corley Legacy Foundation's quarterly estimated taxes for taxable year ending December 31, 2024 be treated as timely and request that the $3 penalty indicated on Form 2220 be abated because the underpayment in Q4 was due to reasonable cause. Treasury Regulations Sec 301.6651-1(c)(1) defines reasonable by asking whether the taxpayer exercised ordinary business care and prudence. The Foundation exercised care and prudence in seeking a reputable firm knowledgeable about exempt organizations to calculate its quarterly estimates for tax period ending December 31, 2024. The firm's software correctly determined that the foundation could pay its Q4 estimate based on prior year tax liability. However, since that liability was under $500, the software incorrectly indicated that no quarterly payment was due. As soon as the error was discovered, the foundation paid the required tax. We believe that the underpayment was due to reasonable cause and in no way due to an intentional disregard for the rules and respectfully request that no 2220 penalty be assessed. 990-PF Extension for 2023 100 Foreign Tax Paid 12 12