2025-04-10T08:43:38-05:00 2024-06-30 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-07-01 330735622 Hanson Family Charitable Foundation % Foundation Source HANS 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 DAN HANSON PRESIDENT 8008391754 2025-03-23 true true Jeffrey D Haskell P01345770 8008391754 2023 2025-03-06 01:10:19Z X 480945 X 224615 923 923 19721 19721 -12455 276959 124366 232804 145010 0 878 878 1200 11867 11867 13945 878 11867 166000 166000 179945 878 177867 52859 144132 51175 94946 94946 286703 295791 385999 337878 390737 480945 0 0 X 337878 390737 337878 390737 337878 390737 337878 52859 390737 390737 Publicly-traded Securities 276959 152593 124366 124366 124366 2003 2003 2003 1342 0 700 2042 X 0 39 39 false false false false false false true true true CA true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington CT 198091377 false false false false false false false false false false false false false false false false false false false false false Dan Hanson Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir 1.0 0 0 0 Durene Hanson Foundation Source 501 Silverside Rd Wilmington DE 198091377 Sec, Dir 1.0 0 0 0 350371 87926 0 438297 0 438297 6574 431723 21586 21586 2003 2003 19583 19583 19583 177867 0 0 0 0 177867 19583 189465 134085 96048 187400 122209 729207 177867 19583 158284 887491 0 189465 698026 134085 96048 187400 122209 158284 Dan Hanson Durene Hanson X AMERICAN LEBANESE SYRIAN ASSOC CHAR INC 4738 11TH AVE NE SUITE 102 SEATTLE WA 98105 N/A PC Charitable Event 2500 CALIFORNIA HOMEBUILDING FOUNDATION 1215 K ST STE 1200 SACRAMENTO CA 95814 N/A PC Endowment 10000 CALIFORNIA HOMEBUILDING FOUNDATION 1215 K ST STE 1200 SACRAMENTO CA 95814 N/A PC General & Unrestricted 10000 CALIFORNIA HOMEBUILDING FOUNDATION 1215 K ST STE 1200 SACRAMENTO CA 95814 N/A PC Charitable Event 5000 EMERGENCY ASSISTANCE FOUNDATION INC 700 S DIXIE HWY STE 107 WEST PALM BCH FL 33401 N/A PC General & Unrestricted 5000 FORWARD STRIDE 23839 SW DANIEL RD BEAVERTON OR 97078 N/A PC General & Unrestricted 1000 FOUNDATION FOR PRIMARY IMMUNODEFICIENCY DISEASES - 2 GENEVE NEWPORT BEACH CA 92660 N/A PC Charitable Event 5000 FREE WHEELCHAIR MISSION 15279 ALTON PKWY STE 300 IRVINE CA 92618 N/A PC Charitable Event 25000 FREE WHEELCHAIR MISSION 15279 ALTON PKWY STE 300 IRVINE CA 92618 N/A PC Charitable Event 25000 FREE WHEELCHAIR MISSION 15279 ALTON PKWY STE 300 IRVINE CA 92618 N/A PC Charitable Event 25000 FREEDOM ALLIANCE 25 W PICCADILLY ST WINCHESTER VA 22601 N/A PC Charitable Event 15000 HOPE INTERNATIONAL 227 GRANITE RUN DR STE 250 LANCASTER PA 17601 N/A PC Charitable Event 5000 NATIONAL MULTIPLE SCLEROSIS SOCIETY 9915 MIRA MESA BLVD 325 SAN DIEGO CA 92131 N/A PC Charitable Event 5000 NEW FOUND LIFE FOUNDATION 2211 E OCEAN BLVD LONG BEACH CA 90803 N/A PC Charitable Event 5000 SHELTER PROVIDERS OF ORANGE COUNTY INC 17821 17TH ST STE 120 TUSTIN CA 92780 N/A PC Charitable Event 5000 STARS & STRIPES CHILDRENS FOUNDATION 8149 SPECTRUM IRVINE CA 92618 N/A PC General & Unrestricted 12500 UNIVERSITY OF REDLANDS 1200 E COLTON AVE REDLANDS CA 92374 N/A PC Designated for the tennis team 5000 166000 14 923 14 19721 18 -12455 8189 8189 false false false false false false false false false false X X 1 Hanson Family Living Trust 15 Smithcliffs Road Laguna Beach CA 92651 224615 X 1 SELECT SECTOR SPDR ENERGY FUND XLE, 862 sh. 74326 2023-08-08 1 SELECT SECTOR SPDR ENERGY FUND XLE, 256 sh. 22606 2023-10-24 1 ISHARES TR DJ SEL DIVIDEND INX DVY, 130 sh. 13619 2023-10-24 1 BECTON DICKINSON & CO BDX, 150 sh. 38675 2023-10-24 1 SPDR S&P MIDCAP 400 EFT TRUST MDY, 141 sh. 75389 2024-06-25 ABBOTT LABS 2255 2078 ABBVIE INC 1491 1715 ADVANCED MICRO DEVICES INC 3311 4055 ALPHABET INC CL A 3201 4189 AMAZON COM 8906 11209 AMERICAN ELECTRIC POWER INC 977 965 AMERICAN TOWER REIT INC 1233 972 AMERIPRISE FINANCIAL INC 584 854 ANALOG DEVICES INC 1066 1370 APPLE INC 3802 4634 APPLIED MATERIALS INC 1087 1888 BLACKROCK EVENT DRIVEN EQUITY 18236 18448 BLACKROCK INC 919 787 BOSTON SCIENTIFIC 651 1232 BROADCOM INC 1060 3211 CHUBB LIMITED 1138 1530 COSTCO WHOLESALE CORPORATION 1084 1700 DANAHER CORP 814 750 DIAGEO PLC ADS 1017 630 DIMENSIONAL U S EQUITY ETF 5018 5473 DOLLAR GENERAL CORP 898 529 ELI LILLY & CO 1033 2716 EOG RESOURCES INC 673 881 EXXON MOBIL CORP 1798 1957 FIRST TRUST LOW DURATION OPPOR 14971 14896 HOME DEPOT INC 1041 1033 HONEYWELL INTL 1566 1708 INTERCONTINENTAL EXCHANGE, INC 1140 1232 INTUITIVE SURGICAL 836 1335 ISHARE MSCI EMU INDX 22534 23778 ISHARE SP SMALL CAP 600 INDEX 15139 14506 ISHARES CORE MSCI EAFE ETF 1939 2179 ISHARES CORE MSCI EMERGING MAR 12215 11991 ISHARES IBOXX $ HIGH YIELD COR 3389 3086 ISHARES INC MSCI SWITZERLAND I 7561 7665 ISHARES MSCI AUSTRALIA INDEX F 6245 6254 ISHARES MSCI BRAZIL FREE INDEX 2117 1968 ISHARES MSCI CANADA INDEX FD 8380 8457 ISHARES MSCI CHINA INDEX FUND 9739 7464 ISHARES MSCI INDIA ETF 3267 4184 ISHARES MSCI-JAPAN 17297 18015 ISHARES TRUST RUSSELL MIDCAP I 21686 21567 JOHNSON & JOHNSON 1028 1169 JP MORGAN CHASE 1263 1618 JP MORGAN STRATEGIC INCOME OPP 23699 23742 LINDE PLC COM 999 1316 MARSH AND MCLENNAN COMPANIES I 852 1054 MCDONALD'S CORP 1052 1019 MICROSOFT CORP 11553 84475 NEXTERA ENERGY, INC 1352 1204 NIKE INC-CL B 1187 603 O'REILLY AUTOMOTIVE INC 674 1056 ORACLE CORP 1125 2118 PALO ALTO NETWORKS INC 637 1356 PARKER HANNIFIN CP 632 1012 PHILLIPS 66 463 847 PROCTER GAMBLE CO 2041 2309 PROLOGIS 1223 1123 REPUBLIC SVCS INC 678 972 S&P GLOBAL INC COM 752 892 SALESFORCE.COM 2703 2828 SCHLUMBERGER LTD 599 708 SELECT SECTOR SPDR ENERGY FUND 5475 5651 SERVICE NOW 2110 2360 SHERWIN-WILLIAMS CO 1264 1194 STARBUCKS CORP COM 1179 856 THE COCA-COLA CO 2128 2291 THERMO FISHER SCIENTIFIC INC 1225 1106 TJX COMPANIES INC 963 1431 UBER 4950 5814 UNION PACIFIC 2184 2036 UNITED PARCEL SERVICE 1225 821 UNITEDHEALTH GROUP INC 3357 3565 VISA INC 1905 2362 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 June 30, 2024, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $166,000. This amount represents 25% or more of the Foundation's net assets of $379,826 (as measured by fair market value) at the beginning of the Foundation's taxable year ending June 30, 2024. 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. Administrative Fees 11817 11817 State or Local Filing Fees 50 50 Investment Management Services 878 878 990-PF Estimated Tax for 2024 1200